HomeMy WebLinkAbout04-0735PETITION FOR PROBATE & GRANT OF LETTERS
Estate of WILLIAM W. BERNHEIM
also known as
Soc~lSecud~No. 129-18-0254
,deceased.
No. 21-04-
To: Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
The Petition of the undersigned respectfully represents that:
Your Petitioners, who are 18 years of age or older and the Co-Executors named in the Last Will of the
above decedent dated July 8, 2003 , and codicils dated none . The Executor named none
died .. Renunciations for none attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal
residence at 107 Eqe Drive, South Middleton Township, Carlisle, PA
Decedent, then 78 years of age, died July 11 ,2004, at Cumberland CrossinRs .
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: N/A
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 PA
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania, situated as follows:
$3,5001000.00
$_
Sign,~l.~re(s) and Residence(s) of Petitiqner.(s):
~'~lis T. Schmid~
11'5 Ege DriVe
Carlisle, PA 17013
(717) 249-6147
WHEREFORE, Petitioners respectfully requests the probate of the Las~ and~:~odicil(s) !~,esented
herewith and the grant of letters testamentary thereon. ~ ~ ~ ~ ~
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA :
:
COUNTY OF CUMBERLAND :
SS
The Petitioner(s) above named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of Petitioner(s) and that as personal representative of
the above decedent, petitioner(s) will well and truly administer the estate according to law.
Sworn to oraffir?.~subscribed ~~.~'.~ /'~, ~
before mAeu~hui~t~ da~ of ! ' F~liis T. Schmidt/'
No. 21-04- '~}'-~
Estate of
WILLIAM W. BERNHEIM , deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, Auqust ~ 2004, in consideration of the Petition on the reverse side hereof, satisfactory
proof having been presented before me, IT IS DECREED that the instrument(s) dated July 8, 2003 described
therein be admitted to probate and filed of record as the Last Will of William W. Bernheim .; and
Letters Testamentary are hereby granted to Phyllis T. Schmidt
FEES
Probate, Letters, Etc ........ $1,565.00
Short Certificates(-6- ) .... $. 18.00
Renunciation(s) ........... $.__
JCP .................... $ 10.00
Other Will Paqes {-2-) .... $. 9.00
TOTAL: .... $1,602.00
Filed ............................
~ IRWIN & McKNIGHT
Roqer B. Il:win, Esquire (06282)
ATTORN~,(~up. Ct. I.D. No.)
60 West Pomfret St., Carlisle, PA 17013
ADDRESS
717-249-2353
PHONE
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
P 10527718
No. ~ Date
Local Registrar
JUL 1 9 2004
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL
CERTIFICATE OF DEATH
12. Hale la. 129 --
78
COUNP/OF OEATH
,~mberland
,. Hechantcal Engineer
107 Ese Drive
~arltsle. PA 17013
5-5-26 Germany ,,. ~,..~ [-I o~E] ~ IM .... [] ,~.~, []
Engtneer/~ i~z Ha'
Jacob ~rnhe~,l
IN~ O~l~T$ NAME {Tg~/P~t )
~e,,. Phyllis Sch~tdt
2cu. 115 gee Drive. Carlisle. PA 17013
o*o~.,p~. Cremation Society of
2~c. PA Crlto~ l~d. ~rrtsbur~ PA
17109
z2,i100 J~est~ ~ad. ~rrtsbur~2 PA 17109
when m~oth~' ph yl,~i[~ ali Dr~",ouace ri dealh and completed i~em 23)
............................................................................................................................................................ []
DATE OF INJURY TIME OF INJURY Yes [] No []
IN JIJRY AT W(~K? DE~CR{~E HOW INJURY OCC~JRRED.
.o..m~ ,.~.~.,,o. 0I~'' po,,. ~ I~o,, ~d.
LAST WILL AND TESTAMENT
I, WILLIAM W. BERNHEIM, of South Middleton Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my Executrix to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my Executrix to sell any realty owned by me at my death,
and not specifically devised herein, at either public or private sale, and to give good and
sufficient deeds therefor, in fee simple, as I could do if living.
3. I give, devise and bequeath all of my estate of every nature and wherever situate as
follows:
(a) I give the sum of $100,000.00 to the individuals and/or organizations
designated by my Executrix; and
(b) All the rest, residue and remainder as follows:
(1) BETHESDA MISSION, Harrisburg, PA
(2) AMERICAN CANCER SOCIETY,
Carlisle, PA 125%
(3) SALVATION ARMY, Carlisle, PA !0%
(4) STEVENS MENTAL HEALTH CENTER,
Carlisle, PA ' 10% Ch
(5) CUMBERLAND COUNTY HISTORICAL
SOCIETY, Carlisle, PA 5%
(6) CURTIS INSTITUTE OF MUSIC 10%
(7) THE NATURE CONSERVANCY,
Local Chapter, if any 10%
(8) THE SIERRA FOUNDATION, Local
Chapter, if any 10%
(9) NATIONAL WILDLIFE FOUNDATION,
Local Chapter, if any 10%
4. I nominate and appoint PHYLLIS T. SCHMIDT to be the Executrix of this my Last
Will and Testament; she is to serve as such without bond. Should she die before my death,
renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I
nominate and appoint ROGER B. IRWIN, MARCUS A. McKNIGHT, III and JAMES D.
HUGHES as substitute Executors, also to serve as such without bond and with the same powers
as are given herein to my Executrix.
5. I hereby suggest that my personal representative retain the services of Irwin,
McKnight & Hughes as attorneys for the settlement of my estate.
IN WITNESS WI-IE~REOF, I have hereunto set my hand and seal this g~" day of
July, 2003.
WILLIAM W. BERNHEIM
Signed, sealed, published and declared by WILLIAM W. BERNHEIM, the above-
named Testator, as and for bis Last Will and Testament, in the presence of us, who, at bls
request, in bls presence and in the presence of each other have subscribed our names as wimesses
hereto.
ACKNOWLEDGEMENT AND .4FFID.4 VIT
WE, WILLIAM W. BERNHEIM, SHARON L. SCHWALM and KAMELA S.
CORNMAN, the testator and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator
signed and executed the instrument as his Last Will and that he had signed willingly, and that he
executed it as his free and voluntary act for the purpose herein expressed, and that each of the
witnesses, in the presence and hearing of the testator, signed the Will as a witness and that to the
best of their knowledge the testator was, at that time, eighteen years of age or older, of sound
mind and under no constraint or undue influence.
WILLIAM"W. BERNHEIM
· ~/ SHARO~ L. SCHWALM
KAMELA S. CORNMAN
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLAND :
Subscribed, sworn to and acknowledged before me by WILLIAM W. BERNHEIM, the
testator, and subscribed and sworn to before me by SHARON L. SCHWALM and KAMELA
S. CORNMAN, witnesses, this day of July, 2003.
PubHc
Seal
Roger B. Itw n Notary Pablic
..Carlisle Bo~, Cumberland Counly
pny Commi~on F. xpires Oct. 3, 2004
CERTIFICATION OF NOTICE UNDER RULE 5.61a)
Name of Decedent:
Date of Death:
Estate No.:
William W. Bemheim
July 11, 2004
21-04-0735
To the Register:
I certify that notice of the beneficial interest required by Rule 5.61a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on August 10, 2004.
Nanle
Phyllis T. Schmidt
Bethesda Mission
American Cancer Society, Capital Region
Salvation Army
Stevens Mental Health Center
Cumberland County Historical Society
Curtis Institute of Music
The Nature Conservancy
The Sierra Foundation
National Wildlife Federation
Address
115 Ege Drive, Carlisle, PA 17013
1500 N. 2nd Street, Harrisburg, PA 17102
3211 N Front St., Suite 100, Harrisburg, PA 17110
125 S. Hanover Street, Carlisle, PA 17013
33 State Avenue, Carlisle, PA 17013
21 North Pitt Street, Carlisle, PA 17013
1726 Locust Street, Philadelphia, PA 19103
Pennsylvania Field Office, 15 East Ridge Pike,
Suite 500, Conshohocken, PA 19428
Pennsylvania Chapter, P.O. Box 663, Harrisburg,
PA 17108-0663
11100 Wildlife Center Drive, Reston, VA 20190
-5362
Notice has now been given to all persons entitled thereto under Rule 5.61a) except none .
Date: 08-10-04
Signatu~re
IRWIN& Mc KN~T~T~J
Name Roger B. Irwin. Esquire
Capacity:
Address 60 West Pomfret Street
Carlisle, PA 17013
Telephone 1717) 249-2353
Personal Representative
X Counsel for Personal Representative
REV- 1500 EX * (6-00)
COMMONWEALTH OF PEN N SYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17178-0601
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Bernheim William W.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
07/11/2004 05/05/1926
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USE ONLY
FILE NUMBER
21-04-0735
COUNTY CODE YEAR NUMI~ER
SOCIAL SECURITY NUMBER
129-18-0254
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF W. I $
SOCIAL SECURITY NUMBER
(date of death
3. Remainder Return priorto 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
Election to tax under Sec. 9113(A)
(Attach Sch O)
1. Original Return ~ 247! Supplemental Return
4. Limited Estate . Future Interest Compromise (date of death after 1;)- 1Z-SZ)
6. Decedent Died Testate Decedent Maintained a Living Trust
(Attach copy of Will) (Attach copy of Trust)
~-] 9. Litigation Proceeds Received ~ 10. SpousaIPoverty Credit
(date of death between 1Z-31-91 and 1-1-95)
NAME
Roger B. Irwin Esq.
FIRM NAME (If Applicable)
IRWIN & McKNIGHT
COMPLETE MAILING ADDRESS
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
TELEPHONE NUMBER
717/249-2353
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or (3)
Sole -Proprietorship
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13.
None
3,364,057~
N~n~
N~ne
252,389 ',17
NOne
N~fie
175,562.02
4,026.87
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)
(8)
(11)
(12)
(13)
(14)
OFFICIAL USE ONLY
3,616,447.15
179~588.89
3,436,858.26
3,436,858.26
0.00
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
14.
0.00 x .0 0
0.00 x .0 45
0.00 x .12
0.00 x
(15)
(16)
(17)
(18)
(19)
0.00
0.00
0.00
0.00
0.00
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV- 1500 EX (Rev. 6-00)
REV- 1503 EX + (1-97)
COMMONWEALTH OFPENNSYLVANIA
INHERITANCETAXRETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
William W. Bernheim SS# 129-18-0254 07/11/2004 21-04-0735
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION UNIT VALUE
OF DEATH
1 Lebenthal & Co. Stocks/Bonds, etc. 3,263,873.18
2 Savings Bonds - See Attached Inventory 100,184.80
TOTAL (Also enter on line 2, Recapitulation) 3 , 364,057.98
(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
ESTATE OF
William W. Bernheim SS#
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
129-18-0254 07/11/2004
FILENUMBER
21-04-0735
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
2
3
4
5
6
7
DESCRIPTION
Fidelity Investments Fidelity Cash Reserves 316067107
Fidelity Investments Spartan PA Municipal Income 316344209
M & T Bank - Checking Account 1267329
1993 Nissan Sentra Sedan - VIN 1N4EB32A3PC786771
Rowe's Auction Service Auction Proceeds Personal
Great West - Single Premium Deferred Annuity
Valic- Account Number 0010638
Property
TOTAL (Also enter on line 5, Recapitulation) $
VALUE AT DATE
OF DEATH
99,601.59
96,356.37
1,598.60
1,000.00
870.00
35,202.24
17,760.37
252,389.17
(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
REV- 1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
William W. Bernheim SS~/
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
129-18-0254 07/11/2004
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A. FUNERAL EXPENSES:
FILE NUMBER
21-04-0735
3
4
5
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Phyllis r. $chnlidt
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address ll5 F. ge Drive
City Car 1 i s 1 e State PA
Zip 17013
Year(s) Commission Paid:
Attorney's Fees IRWIN & McKNIGI-TF
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
Probate Fees Register of Wills
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Cumberland Law Journal - Estate Notice
Phyllis T. Schmidt - Reimbursement for Medical Bills
Out - of- Pocket
Register of Wills - Filing Fee
Rowe's Auction Service Auctioneer Fee
The Sentinel Estate Notice
Paid
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
AMOUNT
73,100.00
84,900.00
1,602.00
1,000.00
75.00
14,413.39
25.00
324.00
122.63
$ 175,562.02
Form RE~/-1511 EX (Rev. 1-97)
REV- 1512 EX + (1-97)
COMMONWEALTH OF PEN NSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
William W. Bernheim
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SS# 129-18-0254 07/11/2004
FILE NUMBER
21-04-0735
Include unreimbursed medical expenses.
ITEM
NUMBER
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
DESCRIPTION
Carlisle
Carlisle
Carlisle
Endoscopy Center Medical
Digestive Disease Association - Medical
Pathology - Medical
Carlisle Regional Medical Center - Medical
Central Penn Medical Group - Medical
Continuing Care RX - RX
Cumberland Crossings - Nursing
Cumberland-Goodwill - Ambulance
Graham Medical Clinic - Medical
J. Edward Dagen Medical
LANC HMA PHYS MGM - Medical
Met-Ed Electric
Philhaven - Medical
UCI Utilities, Inc. Utility
Walnut Bottom Radiology - Medical
Yellow Breeches Family Practice -
Medical
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, inc.
AMOUNT
47.20
38.93
8.06
100.00
14.60
11.87
2,435.36
1,186.47
30.00
66.60
10.85
9.73
25.30
8.54
3.36
30.00
$ 4,026.87
Form RE~/-151Z EX (Rev. 1-97)
REV- 1513 EX * (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFIClARlES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
William W. Bernheim SS~/ 129-18-0254 07/11/2004 21-04-0735
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 91
P TO AMOUNT OR SHARE--
Do Not List Trustee(s) OF ESTATE
I1.
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
2
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
American Cancer Society
Route 422 and Sipe Avenue
P.O. Box 897
Hershey, PA 17033-0987
Association of Reformed Baptist Churches of America (ARBCA)
401 E. Louther Street Bequest of Executrix
Carlisle, PA 17013
25% of
Remainder
12,500.00
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET IS 3 ,436 , 873 . 26
(If more space is needed, insert additional sheets of the same size)
Estate of: William W. Bernheim
Soc Sec #: 129-18-0254
Date of Death: 07/11/2004
Continuation of Schedule J, Part II-B
(Charitable and Governmental Bequests)
Item Description
Amount or
Share of Estate
5
7
9
10
11
12
Bethesda Mission
1500 N. Second Street
Harrisburg, PA 17102
Cumberland County Historical Society
21 North Pitt Street
P.O. Box 626
Carlisle, PA 17013
Curtis Institute of Music
1726 Locust Street
Philadelphia, PA 19103
Grace Baptist Church - Bequest of Executrix
777 West North Street
Carlisle, PA 17013
Institute of Reformed Baptist Studies (IRBS)
Executrix
401 E. Louther Street
Carlisle, PA 17013
Bequest of
National Wildlife Federation
11100 Wildlife Center Drive
Reston, VA 20190-5362
Salvation Army
440 West Nyack Road
P.O. Box C~635
West Nyack, NY 10994-1739
Stevens Mental Health Center
33 State Avenue
Carlisle, PA 17013
The Christian School of Grace Baptist Church - Bequest of
Executrix
777 West North Street
Carlisle, PA 17013
The Nature Conservancy
4245 N. Fairfax Drive
Suite 100
Arlington, VA 22203-1606
10% of
Remainder
5% of
Remainder
10% of
Remainder
25,000.00
12,500.00
10% of
Remainder
10% of
Remainder
10% of ~
Remainder
50,000.00
10% of
Remainder
Estate of: William W. Bernheim
Soc Sec #: 129-18-0254
Date of Death: 07/11/2004
Continuation of Schedule J, Part II-B
(Charitable and Governmental Bequests)
Item Description
Amount or
Share of Estate
13
The Sierra Club Foundation
85 Second Street
Suite 750
San Francisco, CA 94105
i0% of
Remainder
LAST WILL AND TESTA IIENT
I, WILLIAM W. BERN'HEIM, of South Middleton Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my Executrix to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my Executrix to sell any realty owned by me at my death,
and not specifically devised herein, at either public or private sale, and to g/ye good and
sufScient deeds therefor, in fee simple, as I could do if living.
3. I ~ve, devise and bequeath all of my estate of every nature and wherever situate as
follows:
(a) I give the sum of $100,000.00 to the individuals and/or organizations
desig-nated by my Executrix; and
(b) All the rest, residue and remainder as follows:
(I) BETHESDA MISSION, Harrisburg, PA 10%
(2) AMERICAN CANCER SOCIETY,
Carlisle, PA 25%
(3) SALVATION ARMY, Carlisle, PA 10%
(4)STEVENS MENTAL HEALTH CENTER,
Carlisle, PA
10%
(5) CUMBERLAND COUNTY HISTORICAL
SOCIETY, Carlisle, PA 5%
(6) CURTIS INSTITUTE OF MUSIC 10%
(7) THE NATURE CONSERVANCY,
Local Chapter, if any 10%
(8) THE SIERRA FOUNDATION, Local
Chapter, if any 10%
(9) NATIONAL WILDLIFE FOUNDATION,
Local Chapter, if any 10%
4. I nominate and appoint PHYLLIS T. SCHMIDT to be the Executrix of this my Last
Will and Testament; she is to serve as such without bond. Should she die before my death,
renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I
nominate and appoint ROGER B. IRWIN, MARCUS A. McKNIGHT, III and JAMES D.
HUGHES as substitute Executors, also to serve as such without bond and with the same powers
as are given herein to my Executrix.
5. I hereby suggest that my personal representative retain the services of Irwin,
McKnight & Hughes as attorneys for the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
July, 2003.
day of
WILLIAM W. BERNHEIM
Signed, sealed, published and declared by WILLIAbl W. BERNHEIM, the above-
named Testator, as and for his Last Will and Testament, in the presence of us, who, at his
request, in his presence and in the presence of each other have subscribed our names as witnesses
hereto.
A CKNOWLEDGE3IENTA:~ AFFIDAVIT
WE, WILLIAM W. BERNHEIM, SHARON L. SCHWALM and ICAMELA S.
CORNMAN, the testator and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator
signed and executed the instrument as his Last Will and that he had signed willingly, and that he
executed it as his free and voluntary act for the purpose herein expressed, and that each of the
witnesses, in the presence and hearing of the testator, signed the Will as a witness and that to the
best of their knowledge the testator was, at that time, eighteen years of age or older, of sound
mind and under no constraint or undue influence.
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLAND :
Subscribed, sworn to and acknowledged before me by WILLIAM W. BE1ZNHEIrM, the
testator, and subscribed and sworn to before me by SHARON L. SCHWALM and KA3IELA
?
S. CORaNMAN, witnesses, this '~? ' day of July, 2003.
//"Notably Public
! ~ R. gg. er.B. lr,,,in, Notary Public
[ My Commission t=.x:,,ire$ Oct. 3, 2004
MemOer, Pef~t'~sylvagm AssocC, ttk-.n ol Notates
Date of Death: 07/11/2004
Valuation Date: 07/11/2004
Processing Date: 10105/2004
Shares
Symbol or Pa=
1) 6316548P4 5000
2) 717813DD8 60000
3) 70922/AS4 100000
4) 649860RT2 5000
5) 864779NC,4 25000
6) 649653GL0 45000
7) 76~73~ 30000
8) 649654QK9 25000
Estate Valuation
Prepared by: Em/ly Wechsler
Lebenthal & Co.
Security
Descrlpt_~on High/Ask
Estate of: William W. Bernheim
Account: WXA-347328
Nu~r of Securities: 38
File ID: LEBENTHAL 8ernheim WXA-347328 10-5-04
Mean and/or Security Div and
Low/Bid Adjustments Value Accruals
NASSAU (~TY N Y ¢.O. MULT
Financial Times Interactive Data
DTD: 11/01/1977 Mat: 11/01/2004 5.6%
07/09/2004
07/12/2004
Iht: 05/01/2004 to 07/11/2004
PHILADELPHIA PA G.O. BDS
Financia/ Times Interactive Data
DTD: 06/15/1994 Met: 11/15/2013 6%
07/09/2004
07/12/2004
Iht: 05/15/2004 to 07/11/2004
PE~E~SXLV~F/A ST TPK C~OIL OIL FRARC
Financial Times Interactive Data
DTD: 04/15/1994 Mat: 12/01/2019 6%
07/09/2004
07/12/2004
Iht: 06/01/2004 to 07/11/2004
NEW X~E ~T ESG FIN AGY MENTAL ~y
Financial Times Interactive Data
DTD: 02/01/1975 Met: 05/01/2005 7.6%
07/09/20(M
07/12/20~4
Int: 05/01/2004 to 07/11/2004
Surr~KCt~TYN y WTRAUT~ ~WWTRWKS
Fina~alTimes Interactive Data
D~D: 06/01/1970 Mat: 06/01/2005 6.25%
07/09/2004
07/12/2004
Iht: 06/01/2004 to 07/11/2004
NEW YORK N y G.O. BDS
Financia/ Times Interactive Data
DTD: 09/26/1990 Mat: 03/15/2006 7.3%
07/09/2004
07/12/2004
Ink: 03/15/2004 to 07/11/2004
Financial Times Interactive Data
D~: 12/01/1991 Mat: 03/01/2007 6.35%
07/09/2004
07/12/2004
Iht: 03/01/2004 to 07/11/2004
NEW XORKN Y G.O. BDS
Financ/al Times Interactive Data
DTD: 12/01/1986 Mat: 02/01/2008 7.25%
07/09/2004
07/12/2004
Iht: 02/01/2004 to 07/11/2004
101.30700 MkC
101.29500 Mkt
101.301000 5,065.05
54.44
103.61200 Mkt
103.59900 Mkt
103.605500 62,153.30
560.00
103.82600 Mkc
103.81200 Mkt
103.819000 103,819.00
666.67
104.85400
104.83700 M~t
104.845500 5,242.28
73.89
104.18300 Mkt
104.17000 Mkt
104.176500 26,044.13
173.61
100.45300 ~t
100.44500 Mkt
100.449000 45,202.05
1,058.50
110.44600 Mkt
110.43500 Mkt
110.440500 33,132.15
687.92
100.15200 )4kt
101.79000 Mkt
100.971000 25,242.75
805.56
Page 1
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.co~. (Revision 7.0.4)
Date of Death: 07/11/2004
Valuation Date: 07/11/2004
Processing Date: 10/05/2004
Shares
Symbol or Par
Security
Description High/Ask
9) 649858WW3 5000
10) 914811EG5 5000
11) 717813DN6 40000
12) 01728AMH6 60000
13) 643425J~3 65000
14) 74527BLE2 40000
15J 613601CG6 115000
16) 400653CC3 85000
17) 246352CC~ 225000
NEW YORK ST HSG FIN AGY NC~-PROFI
Financial Times Interactive Dat~
DTD: 01/01/197I Mat: 11/01/2008 6.6%
07/09/2004
07/12/2004
Iht: 05/01/2004 to 07/11/2004
UNIVERSITY P R UNIV REVS UNIV SYS
Financial Times Interactive Data
DTD: 12/01/1972 Mat: 06/01/2012 6.5%
07/09/2004
07/12/2004
Iht: 06/01/2004 to 07/11/2004
PHILADELPHIA PA G.O. BDS
Financial Tim~s !ntmractivm Data
DTD: 06/15/1994 Mat: 11/15/2013 6%
07/09/2004
07/12/2004
Iht: 05/15/2004 to 07/11/2004
ALlEGhENY CNTY PA 8OSP DEVAL~T HOSP REV
Financial Times Interactive Data
DTD: 08/01/1996 Mat: 08/15/2018 5.625%
07/09/2004
07/12/2004
Iht: 02/15/2004 to 07/11/2004
NEW CASTLE PA G.O. REF
Financial Times Interactiv~ Da~a
D~D: 07/01/1998 Mat: 11/01/2018 5%
07/09/2004
07/12/2004
Iai: 05/01/2004 to 07/11/2004
PUERTO RICO INDL TOU1RISTEDL M I~DL REV
Financial Times Interactive Data
DTD: 08/01/1996 Mat: 07/01/2021 5.5%
07/09/2004
07/12/2004
Iht: 07/01/2004 to 07/11/2004
14~NTGC~4ERY CNTY PA HIGHER ED & REV EDS
Financial Tises Interactive Data
DTD: 06/01/1999 Mat: 04/01/2023 6%
07/09/2004
07/12/2004
Int: 04/01/2004 to 07/11/2004
GUAM PWRAUT~ REV REV EDS
Financial Times Interactive Data
DTD: 10/01/1993 Mat: 10/01/2023 5.25%
07/09/2004
07/12/2004
Iht: 04/01/2004 ~o 07/11/2004
DELA%~RE RIVPORT RUTH PA & NJ REVBDS
Financial Times Interactive Data
DTD: 12/01/1999 Mat: 01/01/2026 5.75%
07/09/2004
07/12/2004
Iht: 07/01/2004 to 07/11/2004
Estate of: Willla~ W. Bernheim
Ac~unt: WXA-347328
Number of Securities: 38
File ID: L~BENTHAL ~er~heim WXA-347328 10-5-04
Mean and/or Security Div and Iht
Low/Bid Ad3ustments Value Accruals
100.43100 Mkt
100.43100 Mkt
100.431000 5,021.55
64.17
100.23900 Mkt
100.24900
100.244000 5,012.20
30.56
103.53500 Mkt
103.52300 Mkt
103.529000 41,411.60
373.33
106.32600 Mkt
106.32100 Mkt
106.323500 63,794.10
1,368.75
103.76700 Mkt
103.77200 Mkt
103.769500 67,450.18
631.94
107.35700 Mkt
107.37000 Mkt
107.363500 42,945.40
61.11
108.65200 Mkt
105.64709 ~t
108.649500 124,946.93
1,916.67
101.83100 Mkt
101.B2000 Mkt
101.825500 86,551.68
1,239.58
107.87700 M~t
107.87300 M~t
107.875000 242,718.75
359.38
Page 2
This report w~s produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have guestions,
please contact ~VP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4)
Date of Death: 07/11/2004
Valuation Date: 07/11/2004
Processing Date: 10/05/2004
Shares Security
Symbol or Par Description Bigh/Ask
18) 946016DZ2 80000
19) 084538EH6 115000
20} 717813BY4 75000
21) 074863FE$ 80000
22) 4722860V9 140000
23) 717823VE5 220000
24) 745190AW8 45000
25) 83786DCZ8 100000
26} 368497DN0 140000
WAYNE CNTY PA BOSP & HEALT~ FA GTD REV B
Financial Times Interactive Data
DTD: 12/01/1997 Mat: 07/01/2027 5.375%
07/09/2004
07/12/2004
Iht: 07/01/2004 to 07/11/2004
BERGS CNTY PA MUN AUTB REV REV BDS
Financial Times Interactive Data
DTD: 09/01/1998 Mat: 03/01/2028 5%
07/09/2004
o7/12/2oo4
Iht: 03/01/2004 to 07/11/2004
PHILADELPHIA PA G.O. BDS
Fin~nclal Times Interactive Data
DTD: 11/15/1998 Mat: 03/15/2028 5%
07/09/2004
07/12/2004
Iht: 03/15/2004 to 07/11/2004
BEAVER CNTY PA BOSP Ab"TH REV REV BDS
Financial Times Interactive Data
DTD: 08/04/1998 Mat: 05/15/2028 5%
07/09/2004
07/12/2004
Iht: 05/15/2004 to 07/11/2004
JKANN~TT~ PA SCH DIST GO REF BD
Financial Ti~es Interactive Data
DTD: 01/01/2004 Mat: 06/15/2028 4.7%
07/09/2004
07/12/2004
Iht: 06/15/2004 to 07/11/2004
PBILADEL~BIA PA GAS WKS R~V REV BDS
Financial Times Interactive Data
DTD: 06/01/1998 Mat: 07/01/2028 5%
07/09/2004
07/12/2004
Iht: 07/01/2004 to 07/11/2004
PUERTO ~CO CCt4WLTH HWY & TRAN TRANS REV
Financial Ti~es Interactive Data
DTD: 02/15/1998 Mat: 07/01/2028 5%
07/09/2004
o7/12/2oo4
Iht: 07/01/2004 to 07/11/2004
S(X/TH FORK t~JN AUTH PA BOSP RE REV BDS
Financial Times Interactive Data
DTD: 08/26/1998 Mat: 07/01/2028 5%
07/09/2004
07/12/2004
Iht: 07/01/2004 to 07/11/2004
GEISINGKR AUTH PA I~LTH SYS R HLTH SYS
Financial Times Interactive Data
DTD: 08/01/1998 Mat: 08/15/2028 5%
07/09/2004
07/12/2004
Iht: 02/15/2004 to 07/11/2004
Estate of: William W. Bernheim
Account: WXA-347328
Number of Securities: 38
File ID: LE~"I~[A~ ~ernheim WXA-347325 10-5-04
Ma~% and/or Security Div and In/
Low/Bid Ad~ust. ments Value Accruals
101.49400 H~t
101.49300
101.493500 81,194.80
119.44
99.05900 Mkt
99.05900 ~t
99.059000 113,917.85
2,076.39
100.14900 Mkt
100.14900 Mkt
100.149000 75,111.75
1,208.33
99.18000 ~kt
99.18000 Mkt
99.180000 79,344.00
622.22
95.65900 ~kt
95.65900 M~t
95.659000 133,922.60
475.22
99.87300 Hkt
99.87300 Mkt
99.873000 219,720.60
305.56
100.64200 ~t
100.64100 ~lt
100.641500 45,288.68
62.50
99.87300
99.87300
99.873000 99,873.00
13B.B9
9B.23100
9B.23200
98.231500 137,524.10
2,838.89
Page 3
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP S~ate~s at (818) 313-6300.or www.evpsys.com. (Revision 7.0.4)
Date of Death: 07/11/2004
Va!uatlom Data: 07/11/2004
Processing Date: 10/05/2004
Shares Security
Symbol or Par Description ~igh/A~k
27) 70917NSW5 45000
28) 72478PA. P1 125000
29) 524805Q92 120000
30) 810827MT9 55000
31) 810759NA4 100000
32) 717893MU2 75000
33) 003554QJ4 150000
34) 74526QAQ5 50000
35) 41473EES6 100000
~ENNSYLVANIA ST HIGHER EDL FAC REV BDS
Financial TLmes Interactive Data
DTD: 12/01/2002 Mat: 01/01/2029 5%
07/09/2004
07/12/2004
Iht: 07/01/2004 to 07/11/2004
PITTSBURGH & A//,EGHE~Pf CNTY PA SALES TAX
Financial TLmeS Interactive Data
DTD: 05/01/1999 Mat: 02/01/2029 5%
07/O9/2O04
07/12/2004
Iht: 02/01/2004 to 07/11/2004
LEHIGH CNTY PA GEN PURg AUTH R BOSP REV
Financial TLges Intsractive Data
DTD: 04/01/1999 Mat: 07/01/2029 5.25%
07/o9/2004
07/12/2004
Int: 07/01/2004 to 07/11/2004
SC~bt.NTON ~A SCHDIST G.O. ~F
Financial Times Interactive Data
DTD: 07/15/2001 Mat: 04/01/2031 5%
07/09/2004
07/12/2004
Iht: 04/01/2004 to 07/11/2004
SCRANTC~ PA GO BDS
Fi~l~ial Ti~es Interactive Data
DTD: 08/01/2003 Ma=: 09/01/2031 4.5%
07/09/2004
07/12/2004
Iht: 03/01/2004 to 07/11/2004
PHILADELPHIA PAWTR & W]LSTEWTR REV m%S
Financial T/~es Interactive Data
DTD: 11/15/2001 Mat: 11/01/2031 5%
07/09/2004
07/12/2004
Iht: 05/01/2004 to 07/11/2004
ABINGTC~ PA SC~DIST G.O
Financial Times Interactive Data
DTD: 03/15/2002 Mat: 04/01/2032 5.1%
07/09/2004
o?/1=/2o04
I~t: 04/01/2004 to 07/11/2004
PUERTO RICO EL~C PWR AUTH PWR PC~ER REV
Financial Times Interactive Data
DTD: 08/19/2003 Mat: 07/01/2032 5%
07/09/2004
07/12/2004
Iht: 07/01/2004 to 07/11/2004
HARRISBURG PA AUT~ RES RECOVER REF~EVB
Financial Times Interactive Data
DTD: 06/04/2003 Mat: 09/01/2034 5%
07/09/2004
o7/12/2oo4
Iht: 03/01/2004 to 07/11/2004
Estate of: William W. Bernheim
Account: WXA-347328
Number of Securities: 38
File ID: LEBENTHA3, Bernheim WXA-347328 10-5-04
Mean and/or Security Div and
Low/Bid Adjustments Value Accruals
99.17500
99.17500
99.175000 44,628.75
62.50
99.03400 Mkt
99.03400 Mkt
99.034000 123,792.50
2,777.78
101.09700 Mkt
101.09600 Mkt
101.096500 121,315.80
175.00
99.98000 Mkt
99.98000 Mkt
99.980000 54,989.00
763.89
90.70900 Mkt
90.71000
90.709500 90,709.50
1,625.00
100.00200 Mkt
100.00200 Mkt
100.002000 75,001.50
729.17
100.44900 Mkt
!00.44~0C .~kt
100.449000 150,673.50
2,125.00
100.66400 Mkt
100.66300Mlr. t
100.663500 50,331.75
69.44
100,16000~t
lO0.16000Mkt
100.160000 100,160.00
1,805.56
Page 4
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact ~v'P Systems at (818) 313-6300 or www.evpsys.c~m. (Revision 7.0.4)
Date of Death: 07/11/2004
Valuation D&te: 07/11/2004
Processing Date: 10/05/2004
Shares Security
S~n~bol or Par Description High/Ask
36) 709222BD4 215000
37} 888808AT9 170000
38) 745190KG2 100000
PENNSYLVANIA ST TPK CC~4N P,~GI REV BDS
Financial T~mes Interactive Data
DTD: 07/01/2001 Mat: 07/15/204! 5%
07/09/2004
07/12/2004
Iht: 01/15/2004 to 07/11/2004
TOBACCO SETTLEMENT FING CORP N A~SET BKD
Financial Times Interactive Data
DTD: 08/28/2002 Mat: 06/01/2042 6.125%
07/09/2004
07/12/2004
Int: 06/01/2004 to 07/11/2004
PUERTO RICO CCg~LTH ~WY & TRAN REV REF B
Financial Tildes Interactive Data
DTD: 04/29/2003 Mat: 07/01/2042 5%
07/09/2004
07/12/2004
Iht: 07/01/2004 to 07/11/2004
Estate of: William W. Bernheim
Account: WXA~347328
Number of S~curities: 38
File ID: LEBENTHAL Bernheim WXA-347328 10-5-04
Mean ~ndfor Security Div and Iht
Low/Hid Adjustments Value Accruals
99.20700 Mkt
99.20700 Mkt
99.207000 213,295.05
5,255.56
79.57300 Mkt
79.57300 M kt
79.573000 135,274.10
1,156.94
97.38300 Mkt
97.38300 M kt
97.383000 97,383.00
138.89
Total Value:
Total Accrual:
Total: $3,263,873.18
$3,229,214.93
$34,658.25
Page 5
This report was produced with EstateVal, a product of Estate Valuations & Pricing S~stems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4)
0
0
o~
ol
October 7, 2004
Irwin & McKnight
Attn: Roger B. Irwin
West Pomfret Professional Building
60 West Pomfret Street
Carlisle PA 17013
iRWIN & McKNi'GId'!'
Dear Roger B. Irvin:
We are responding to your request for information about William W. Bemheim's account
with Fidelity. The table below lists the account holdings and values as of 07/11/2004.
Fidelity account 2BP-356840: WILLIAM W BERNHEIM - INDIVIDUAL
Security Description CUSIP Quantity ' Unit Market Value
Value
FIDELITY CASH RESERVES 316067107 99601.59 $1.00 $99,601.59
SPARTAN PA MUNICIPAL 316344209 8872.594 $10.86 $96,356.37
INCOME
Total Value $195,957.96
The table below shows the accrued unpaid dividends from 07/01/2004 through 07/11/2004:
Security Description Dividends
FIDELITY CASH RESERVES $24.17
SPARTAN PA MUNICIPAL $120.38
INCOME
We hope this information is helpful. For question~ concerning account holdings or
instructions on how to transfer the ownership of the accounts, please call our Inheritor
Services Group at 800-544-0003 between 9:00 A.M. and 5:30 P.M. Eastern time Monday
through Friday or visit our website at www. fidelit¥.com.
Sincerely,
Fidelity Investments
Our file: W014797-16AUG04
~ - ~u~ 10 04 08:50a
499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12
Fax: 717-249-6354
Irwin & McKaight
Attorneys At Law
60 West Pomfret Street
Carlisle, Pennsylvania 17013-3222
Phone (888) 502-4J49
Fax (.302) 934-2955
August I0, 2004
Re: Estate off' William W Bernheim
Social Security: 129-18-0254
Date of Death: July 11, 2004
with this bank the following:
1. Type of Account
Account Number
Owt~ership (Names o./)
Opening Date
Balance on Date of Death
~4ccrued Imerest
Total
Dear Sir or Madam:
Per your inqui~ dated July 29, 2004, please be advised that at the time of death, the above-named decedent had on deposit
Checking Account
1267329
William W Bernheim
11/I ~/95
$1,598.60
$ o. oo
$1,598.60
Please be advised, there was no safe deposit box found for the above decedent. For further account information,
regarding ownership, closures and/or reimbursement of funds, please call the Stonehedge Office # 717-240-4524.
Sincerety,
Nancy Clagett
Records Management
Great-West
LIFE & ANNUITY iNSURANCE COMPANY
GREAt-WEST
FAMtL'r' 0¢ COMPANIES
Great-West Life®
ASSURANCE 0 L,IJ COMPANy
STATEMENT OF ANNUITY PROCEEDS
Name of Decedent: William Bernheim
Name of Owner: William Bernheim
Name of Beneficiary(s): Estate
Date of Death: July 11, 2004
Contract Number: 511334
Issue Date: January 14, 1980
Original Contribution: $17,000.00
Type of Contract: Single Premium Deferred Annuity
Value at date of death: $35,202.24
The undersigned hereby certifies that this statement sets forth correct and true information with
respect to the contract indicated herein.
Monica Robinson
For the Secretary
8515 East Orchard Road, Englewood, CO 80111 ............ Address mail to PO Box 1700, Denver, CO 80201
Phone (303) 737-3568 Or (800) 537-2033 Ext 3568
August 20, 2004
IRWIN & MCKNIGHT, ATTN: ROGER B IRWIN
60 W POMFRET STREET
CARLISLE, PA 17013-3222
VALIC
The Variable Annuity
Life Insurance Company
2929 Alien Parkway
Houston, TX 77019
Re: Decedent - William W Bernheim
Account Number: 0010638
Dear IRWIN & MCKNIGHT, ATTN: ROGER B IRWIN:
Thank you for placing your confidence in AIG VALIC to help execute William W Bernheim's final
decisions.
Your recent correspondence requested information on William W Bernheim's account listed above. As
requested, we have reviewed our records and calculated the projected value on the date of death 07/11/04.
A projected amount based on the current interest rate is shown below. The amount is not guaranteed.
Projected Value as of 07/11/04:
Account Number: 10010638 I Account Value: I $17,760.37
The registered owner/annuitant is listed as William Bernheim. The contract date is 6/2/80.
This is the date the account was established. No recent changes were made. No accounts were closed.
Interest accrued is included in this letter as noted and and included with the value, which again, is not
guaranteed.
Enclosed is a quarterly statement which would have been sent one quarter before the client's death which
outlines the values as well.
We are committed to providing you with quality service and personal attention. If you have any questions
or need further assistance, please contact us at 1-800-448-2542. A Client Service Professional will be
glad to assist you.
Sincerely,
Calvin L. King
Vice President, Client Care Center
Securities and investment advisory services are offered by VALIC Financial Advisors, Inc., member NASD.
DCP220
01311009
Member of Araerican l~te,rnational GrouR. Inc.
MORRISONS AUTO SALES
1560 Holly Pike RI. 34 Soulh
Carlisle, PA 17013
(717) 24g-6262
To Whom It May Concern!
]'he t993 Nissan Sentra Sedan Vin # IN4EB32A3PC786771 and with Title #
47802755002SC is valued at $ t000.00, in today's marker.
ROWE'S AUCTION SERVICE
{RH 79L}
Bill Rowe (AU 1538L)
Ben Rowe ('~ 1092L)
SELLERS NAME
ADDRESS
OTHER (~,-], f.~.(~ ~
AUCTION DATE/LOCATION
2505 Ritner Highway · Carlisle, PA
249-2677 697-4794 249-1978
Auction Is Action Call "Rowe" For Satisfaction
~--t,'?---- "~ ~ v".~'-...L DATE
Bob Rowe (AU 2276L)
Dave Rowe (AU 2295L)
PHONE
I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise
to be sold as is & grouped as necessary to obtain bids. I certify that I am the owner or authorized represen-
tative of the merchandise, goods and or property and have good title and the right to sell and that they are free
from all incumbrances. I agree to accept all responsibility for providing merchantable title and for delivery of
title to the purchaser. I agree to hold harmless the Auctioneers against any claims of the nature referred to in
this agreement.
AUCTION SIGNATURE
Total Sales (Clerking Tickets Attached)
Less Sale Expense:
~ '~ '~ ~/~ % Commission Auctioneer
% Commission Clerks
TOTAL SALE EXPENSE DEDUCTED $
AUCTION SIGNATURE
SELLERS SIGNATURE
SELLERS SIGNATURE
COMMONWEALTH OF PENNSYLVANIA :
: SS
COUNTY OF CUMBERLAND :
Phyllis T. Schmidt
, being duly sworn according to law, deposes and says that sh&i~ the E×ecutor of the
7'
Estate of William W. Bernhei~n . late of South Middleton Township ' '~.CCumberland County.
Pennsylvania, deceased and that the within is an inventory made by Phyllis T. Schmidt , the said Executor of
the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside the Commonwealth
of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death.
Sworn and, subscribed, before me~ }
this ~tay of 004. }
120 OI~ALTH OF PENNSY~ti~qlA
I Notm'i~l Seal
{ ¥~ren S. Noel, Notm'y Public
{ C~'ii~l¢ Boro, Curaberl~md County
! My Commission Expires Dec. 8, 2007
Date of Deatfi I l
15hyllis~. Schmidt, Executor
115 Ege Drive
Carlisle, PA 17013
Address
7 2004
Day Month
Year
INSTRUCTIONS
1. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty.
4. See Article IV, Fiduciaries Act of 1949.
[..r.]
O
""O
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"''''~'''~''''''''~r'
BUREAU OF INDIVIDUAL T~~U; .::)...."
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
reCli'r 0-1
',.'1 1 :'..1": '" P NOTICE OF INHERITANCE TAX
~~PRAISEMENT, ALLOWANCE OR OISALLOWANCE
""OF OEDUCTIONS AND ASSESSMENT OF TAX
2005 JAN 10 M\ 9: 1.;9
CLERK cr
ORPHP,N'S COURT
ROGER B IRW:@JIB!iij'~,! en" Pi'
IRWIN 8 MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-10-2005
BERNHEIM
07-11-2004
21 04-0735
CUMBERLAND
101
*'
REV-15~7 EX AfP (12-0')
WILLIAM
W
Allount Rellitt.d
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV =i54'-Ex-AFp--Coi"=6iY-Noi'"icE--of'-iNHEifffAifci-YA'x-jiPPRjifsEii€NT~--Ar.i."OWAifci-ijR-------------- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BERNHEIM WILLIAM W FILE NO. 21 04-0735 ACN 101 DATE 01-10-2005
TAX RETURN WAS: I X) ACCEPTED AS FILEO
) CHANGED
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (IS)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of line 14 at Sibling rate (17)
18. Allount of line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
TAX CREDITS.
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule Al
2. Stocks and Bonds (Schedule Bl
3. Closely Held Stock/Partnership Interest (Schedule Cl
4. Mortgages/Notes Receivable (Schedule Dl
5. Cash/Bank Deposits/Misc. Personal Property (Schedule El
6. Jointly Owned Property (Schedule Fl
7. Transfers (Schedule Gl
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
3.364,057.98
.00
.00
252.389.17
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule Hl
10. Debts/Mortgage Liabilities/Liens (Schedule Il
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule Jl
14. Net Value of Est.te Subject to Tax
(9)
(10)
175,562.02
4.026.87
Ill)
(12)
(13)
(14)
NOTE:
.00
.00
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
NOTE: To insure proper
credit to your account~
submit the upper portion
of this form with your
tax payment.
3,616,447.15
179.~88 89
3,436,858.26
3,436,858.26
.00
(19)=
.00
.00
.00
.00
.00
.
PAYMEN' RECEIPT 1+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAlO 1-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
ud'7
. IF PAID AFTER DATE INDICATED~ SEE REVERSE
FOR CALCULATION OF AOOITIONAL INTEREST.
I IF TOTAL OUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTEO AS A "CREDIT" (CRJ, YOU MAY BE DUE
A REFUNO. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) :>J(
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
'ESTATE TAX BASED ON FEDERAL
,- ESTATE TAX RETURN
*'
REY-485 EX AFP 112-041
~/ "'7
........ ,.
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-31-2005
BERNHEIM
07-11-2004
21 04-0735
CUMBERLAND
201
WILLIAM
W
ROGER B IRWIN ~~1F)!:1/VrS
IRWIN & MCKNIGHt
60 W POMFRET ST
CARLISLE PA 17013
Allount Relli Ued
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
REV: iiiy-E)"f-AFirTiii:.oir----.i-NCffici--OF--JiETi-RMiNAfioti-ANJi-As-sEssMENy------------------------ ----
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF BERNHEIM
WILLIAM W FILE NO.21 04-0735
ESTATE TAX DETERMINATION
ACN 201
DATE 01-31-2005
1. Credit For State Death Taxes as Verified
.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
.00
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
.00
5. Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE. SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~ ~
:::>
FIRST AND FINAL ACCOUNT AND
PROPOSED DISTRIBUTION OF
PHYLLIS T. SCHMIDT, EXECUTRIX
OF THE ESTATE OF WILLIAM W. BERNHEIM, DECEASED
LATE OF SOUTH MIDDLETON TOWNSHIP,
CUMBERLAND COUNTY
Estate File #: 21-04-0735
Estate Identification #: 20-6261182
Date of Death:
July 11,2004
Letters Granted:
August 6, 2004
Dates of Advertisement:
The Sentinel.
Cumberland Law Journal.
August 14, 21, 28, 2004
August 20, 27, September 3, 2004
Account Stated To:
March 17, 2005
SUMMARY & INDEX
Princival
Papes
Amount
Receipts
Net Gain or (Loss) on Conversions
Receipts Subsequent to fuventory
2
2
2,3
$3,616,447.15
$463,394.47
$10,610.83
Adjusted Balance
3
$4,090,452.45
Debts of Decedent
Costs of Administration
Distributions to Beneficiaries
Reserves
Proposed Distributions
3
4
4
4
5
$18,440.26
$77,774.13
$101,000.00
$95,000.00
$3,798,238.06
Roger B. Irwin, Esquire
IRWIN & McKNIGHT
60 West Pomfret Street
Carlisle, P A 17013
(717) 249-2353
~
c.;";;,)
r.;..,n
1"<)
rv
r0
(..",)
\..0
RECEIPTS OF PRINCIPAL
Value of Assets
Listed in Inventory
(d1oJd value)
Fiduciary
Acquisition
Value
Real Property:
N/A
Personal Propeny:
Savings Bonds
$100,184.80
$102,188.40
Lebenthal & Co. - StocksIBonds, etc.
$3,263,873.18
$3,720,798.71
Great West - Single Premium Deferred Annuity
$35,202.24
$35,604.89
Valic - 0010638
$17,760.37
$17,909.38
Fidelity Investments - Fidelity Cash Reserves 316067107
$99,601.59
$102,883.62
Fidelity Investments - Spartan PA Municipal Income 316344209 $96,356.37
$97,020.56
M & T Bank - Checking Account 1267329
$1,598.60
$1,566.06
1993 Nissan Sentra Sedan - VIN 1N4EB32A3PC786771
$1,000.00
$1,000.00
Personal Property
$870.00
$870.00
TOTAL RECEIPTS OF PRINCIPAL
$3,616,447.15
$4,079,841.62
RECEIPTS SUBSEOUENT TO INVENTORY
(Value When Received)
08/12/04 Blue Cross, Refund.. .... .,. ... .... ...... .... .., ... .... ....... .... .., ....... .... .., ....... ... ........ ...... ... .... ..$440.36
08/12/04 Sprint, Refund.. ...... ... .... ... ... ....... ... .... .,. .... .,. .... .,. .... .,. .... .,. .... .,. .... .,. ....... ....... ... .... ... ... ..$5.25
09/08/04 Goodville Mutual, Refund... ....... ....... ... .... ... .... ....... ....... ... .... .......... .... ... .... ... ... ....... ..$53.00
10/29/04 Cumberland Crossing, Refund..... ....... ... .... ....... ....... ....... ....... ... ....... .... .... .., ... ....... ..$171.99
10/15/04 Interest Payment from American Home Bank........................................................$260.75
11/15/04 Interest Payment from American Home Bank........................................................$487.24
12/15/04 Interest Payment from American Home Bank........................................................$657.73
01/29/05 Interest Payment from American Home Bank........................................................$983.69
02/07/05 United States Treasury, Salary .............................................................................$1,243.02
2
02/15/05 Interest Payment from American Home Bank.....................................................$1,103.08
03/15/05 Interest Payment from American Home Bank.....................................................$5,204.72
TOTAL RECEIPTS SUBSEQUENT TO INVENTORY................................$10,610.83
RECAPITULATION -RECEIPTS
RECEIPTS OF PRINCIPAL (Fiduciary Acquisitiou Value)..............................................$4,079,841.62
RECEIPTS SUBSEQUENT TO INVENTORY ...........................................................$10.610.83
TOTAL RECEIPTS OF PRINCIPAL & INCOME ...................................$4,090,452.45
DISBURSEMENTS
Debts of Decedent:
08/12/04 Carlisle Pathology, Medical............ ....... ....... ....... ....... ....... ....... ................. ............. ....$8.06
08/12/04, Walnut bottom Radiology, Medical............................................................................$3.36
08/12/04 J. Edward Dagen, Medical........................................................................................$66.60
08/12/04 Carlisle Regional Medical Center, Medical............................................................$100.00
08/12/04 Carlisle Digestive Disease, Medical.........................................................................$38.93
08/13/04 Carlisle Endoscopy Center, Medical........................................................................$47 .20
08/13/04 Yellow Breeches Family Practice, Medical..............................................................$15.00
08/13/04 Philhaven, Medical .................... ..................... ....................................................... ...$25.30
08/13/04 Graham Medical Clinic, Medical.............................................................................$30.00
08/13/04 Cumberland Crossings, Nursing ............ .............. ....... ....... .................................. ...$592.45
08/13/04 Cumberland-Goodwill Fire Rescue, Ambulance....................................................$371.00
08/17/04 Met-Ed, Electric........ .................................. .............................................................. ..$9.73
08/17/04 Continuing Care RX .................................................................................................$11.87
08/20/04 UOl, Utility..... ... ... .,. ... .......... ... .... ... ... .... ....... ....... ....... ....... ....... ... ....... ... .... ... ....... ... ....$8.54
08/23/04 Cumberland Crossing, Nursing ...........................................................................$1,498.93
08/23/04 Cumberland-Goodwill, ambulance ...... .... ... .... .,. .... .......... ....... ... .... '" .... ... .., .... .., .... .$81 5.47
08/24/04 Lanc HMA Phys MGM, Medical.............................................................................$1O.85
09/01/04 Central Penn Medical Group, Medical.....................................................................$14.60
09/13/04 Cumberland Crossings, Nursing .............................................................................$171.99
09/14/04 Phyllis T. Schmidt, Reimbursement of Medical Bills .......................................$14,413.39
09/15/04 Yellow Breeches Family Practice, MedicaL............................................................$15.00
10/11/04 Cumberland Crossing, Nursing ..............................................................................$171.99
Subtotal: ....................................................................,.......................................$18,440.26
3
Costs of Administration:
08/10/04 Cumberland Law Journal, Estate Notice ..................................................................$75.00
08/23/04 Irwin & McKnight, Reimbursement of Probate Fee............................................$1,602.00
08/23/04 Rowe's Auction Service, Auctioneer......................................................................$324.00
09/07/04 The Sentinel, Estate Notice.....................................................................................$122.63
10/27/04 Register of Wills, Filing Fee.....................................................................................$25.00
10/29/04 Irwin & McKnight, Partial Attorney Fee ...........................................................$20,000.00
10/29/04 Phyllis T. Schmidt, Executor's Fee ...................................................................$35,000.00
11/24/04 Irwin & McKnight, Partial Attorney Fee ...........................................................$10,000.00
12/08/04 Irwin & McKnight, Partial Attorney Fee ...........................................................$10,000.00
12/15/04 Patricia A. Rosendale, Tax Preparation..................................................................$600.00
01/24/05 Register of Wills, Short Certificate ............................................................................$4.00
03/04/05 Register of Wills, Short Certificate ............................................................................$4.00
03/08/05 Overnight Courier (Fidelity) .....................................................................................$17 .50
Subtotal: ............................................................................................................$77,774.13
Distributions to Beneficiaries:
09/29/04 The Christian School of Grace Baptist ..............................................................$50,000.00
09/29/04 ARBCA ... ....... ... ... .,. ... .... ... .., .... .., ... .... ... .... ... .... ................................... ... ... .... ...$12,500.00
09/29/04 IRB . .., ... ... '" ... .... ... ... ....... ... .... ... ... .... .... ... ....... ....... ....... ....... ....... .., .... ... ... ...$12,500.00
09/29/04 Grace Baptist Chruch.. ............................................ ............................... .......... ..$25,000.00
09/29/04 1993 Nissan Sentra Sedan, Phyllis T. Schmidt....................................................$1,000.00
(Funds deducted from Final Executrix Fee)
Subtotal: ..........................................................................................................$101,000.00
Reserves:
Irwin & McKnight, Attorney Fee.......................................................................................$44,900.00
Phyllis T. Schmidt, Final Executrix Fee ............................................................................$37,100.00
Patricia A. Rosendale, Tax Preparation ...............................................................................$1,000.00
Taxes................... .........................................................................................................$10,000.00
Additional Filing Fees........ .... ... ... .,. .... .,. .... .,. ... .... ... .... ... .... ... .... ....... ... .... '" ....... .... '" .., .... .., ..$2,000.00
Subtotal: ............................................................................................................$95,000.00
TOTAL DISBURSEMENTS OF PRINCIPAL...............................................$292,214.39
4
RECAPITULATION
TOTAL RECEIPTS OF PRINCIPAL & INCOME................................................$4,090,452.45
TOTAL DISBURSEMENTS OF PRINCIPAL & INCOME .................................. -$292.214.39
BALANCE FOR FINAL DISTRIBUTION..................................................$3,798,238.06
FINAL DISTRIBUTION
Bethesda Mission (10%) .... ...... ....... ...... .... ... ... ....... ....... ....... .... ... ....... ....... ..................... ..$379,823 .81
American Cancer Society (25% )..... .......... ....... ....... ....... ....... ....... ....... ....... .......... .......... ..$949,559.52
Salvation Army (10% ) ........ ................ ........................ ........... ................. ....... .......... ....... .$379,823.80
Stevens Mental Health Center (10%)...............................................................................$379,823.81
Cumberland County Historical Society (5%) ..................................................................$189,911.90
Curtis Institute of Music (10%) .......................................................................................$379,823.80
The Nature Conservancy (10%) .......................................................................................$379,823.81
The Sierra Foundation (10%).......................................................................................... .$379,823.80
National Wildlife Foundation (10%) ...............................................................................$379,823.81
ENDING BALANCE
$-0-
5
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
Phyllis T. Schmidt, Executrix for the Estate of William W. Bernheim, deceased, hereby
declares under oath [under penalty of perjury] that she has fully and faithfully discharged the
duties of her office; that the foregoing First and Final Account is true and correct and fully
discloses all significant transactions occurring during the accounting period; that all known
claims against the estate have been paid in full; that, to her knowledge, there are no claims now
outstanding against the Estate; and that all taxes presently due from the estate have been paid.
~I.~~
Phyllis . Schmidt, Eiecutrix
Sworn and subscribed
before me this 18TH
day of March, 2005.
COMMONWEALTH OF P S
VANIA
K Notarial Seal
aren S. Noel Notary Public
I Carlisle J:loro, CUmberland Coon
__My Comonsslon Expires Dec. 8, 2107
6
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ROGER B IRWIN ESq
IRWIN 8 MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
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
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z8D601
HARRISBURG PA 17128-0601
REY-7UEX AFP (12-")
07-04-2005
BERNHEIM
07-11-2004
21 04-0735
CUMBERLAND
202
Allount Re..itt.d
WILLIAM W
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this for. with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES .....
iiE-Y=73rEiCAFP-Tlii':.-ozr----..-NifficroniETER'iiiNiTiolnifli-iiisESifMENY----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF BERNHEIM
WILLIAM
W FILE NO.21 04-0735
ACN 202
DATE 07-04-2005
ESTATE TAX DETERMXNATXON
1. Credit For State Death Taxes as Verified
.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
.00
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
.00
5. Pennsylvania Estate Tax Due
.00
6. Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
.00
7. Additional Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (- )
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.J ~
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
WILLIAM W. BERNHEIM
Date of Death:
21~0735
JULY 11.2004
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.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes X 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? X Yes No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report.
Date:
11/0712005
~~.cL
Signature
IRWIN&Mc HT
Roger B. Irwin. Esquire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle. PA 17013
City, State, Zip
(717) 249-2353
Telephone Number
0'1
......~. '
X
Personal Representative
Counsel for Personal Representative
Capacity:
Vb