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03-0310
PETITION FOR PROBATE and GRANT OF LETTERS Estate of JosiahF. Dumaka JosiahF. DumJr. No. 21-03- ~.~10~ also known as To Register of Wills for the Social Security No. 209-28-91 07 County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the ex ecutrix named in the last will of the above decedent, dated May 14, 2002 and codicil(s) dated N/A (state relevenat circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 427 Dogwood Court, S. Middleton Township, Cumberland County, Pennsylvania (list street, number and municipality) Decedent, then 75 years of age, died February 4, 2003 427 Dogwood Court, S. Middleton Township, 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: No Exceptions Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ unestimated (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: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) thereon. Clara S. Dum 427 Dogwood Court Carlisle PA 17013 OATH OF PERSONAL REPRSENTATIVE COMMONWEATLH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition are true and correct to the best of the knowlec~ge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirrrr)ed and subscribed ~ ~' D ~ before me this Cgf_,.C, day of ~April, 2003 - (. I- (J Re~ist~ Estate of Josiah F. Dum aka Josiah F. Dum Jr. , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~ ~ ~ ~ ~ 3 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 May 14, 2002 described therein be admitted to probate and filed of record as the last will of Josiah F. Dum aka Josiah F. Dum Jr. and Letters Testamentary are hereby granted to Clara S. Dum · &egister of Wills O I ~ ~~1 FEES Probam, Letters, Etc. $ ~, DO Robert M. Frey 06274 Short Certificmes(1 ) $ ~, 00 ATTO~EY (Sup. Ct. I.D. No.) ~ ~¢ P $ / ~, oD 5 South Hanover Street $ Carlisle, Pennsylvania 17013 Total~ $~/~ O(3 ADDRESS Filed..~2..~. 2..~ ............... (717) 243-5838 ~~_~ PHONE REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS Robert M. Frey and Trisha A. Liess codicil (each) a subscribing witness to the will presented herewith,., (each) being duly qualified according to law, depose(s) and say(s) that they wo~ve, present and saw ,Josiah F. Dura aka ,Josiah F. Dura, ,Jr. the testator , sign the same and that _ they signed as a witness at the request of testat, or _ in his presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). " Sworn to or affirmed and subscribed before me this _ ~_~P.,:L day of Robert M. Frey (Name) April 2003 ~ 5 S. Hanover St., Carlisle PA 17013 .'-m egister Trisha A. Liess (Name) .5 S. Hanover St.: Carlisle PA '17013 .... (Address) REGISTER OF WJ, LLS OF "'-.COUNTY OAT. (each) a subscriber h~. (each)being duly-quX~ied accordinX~xto law, depose(s)anYway(s)tha~ " ~ familiar with the ~ature of ~ ~ , ~ X" cod~l t~~(°ne °f ~ubs~ribing witnesses ~the ~ presented herewi~nd ~ "' ~ ~ x codicil thatX ~~ ".. ...... x -- ~ in the handwriting Swo n to ~r ffir~ ' me th~ 'N day of ~me~ Register _ _(N~O } ('Address) REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the~will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that~ (~ _ C~ fL~ present and saw the testat o ~'i sign the same and tha~ ' ,,..~t ~ signed as a witness at the request of testat~O~- in h t ~ presence and (in the presence of each other) (in t~e presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before _ . ~4ame) m e~,-~((~~CCL~ ~.~ Register (Address) REGISTER OF ILLS OF COUNTY OATH OF ,N-SUBS (each) a subscriber hereto, be'in3 duly ;c(s) an with thc dicil testat, of the '~w. ill herewith and '.~ codicil that the ~l'lt,.,~n the ha~d~g of tO Sworn to me this __ of Register (Name) (Address) WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR H105.112 REV. 8,,88 tFEE FOR THIS TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH. CERTIFICATF S2 0(1) COMMONWEALTE OF PENNSYLVANIA DEPARTMENT OF HEALTH VITAL RECORDS LOCAL REGISTRAR'S CERTIFICATION OF DEATH CERT. NO. T 5266669 Febn~rv 4, 2003 ~ ~. ~:~,'F Date cfi ..... f This Certification 'c= ,~ ,.' ..... A,X?, Name of Decedent Josiah F. Dura Fimt Middle L;~St Sex Male Social Security No. 209-28-9107 Date of Death February 4, 2,003 11-27-1927 Elliotsburg, Pennsylvania Date of Birth Birthplace Place of Death 427 Dogwood Court, Cumberland County, Carlisle Pennsylvania White Laborer Race Occupation Armed Forces? (Yes or N6)' Marital Status Martial Decedent's 427 Dogwood Court, Carlisle, PA 17013 Mailing Address Clara S. Dum M. Lee Dugan Informant Funeral Director Name and Address of I)ugan Funeral Home, Inc., Bendersville, PA 17306 Funeral Establishment Interval Between Part I: Immediate Cause Onset and Death End stage renal failure. (a) Diabetes mellitus. (b) (c) (d) Part I1: Other Significant Conditions Eesophageal varices. Manner of Death ' Describe how injury occurred: Natural ~ Homicide [] Accident [] Pending Investigation [] Suicide [] Could not be Determined [] Name and Title of Certfier Lester Himmelreich. M.D. (M.D., D.O., Coroner, M.E.) Address 220 Wilson Street, Carlisle, PA 17013 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent fili,~,g~f/ o,_o,o February 4, 2003 124 Rice Avenue, Biglerville, PA 17307 LAST WILL AND TESTAMENT OF JOSIAH F. DUM I, JOSIAH F. DUM, also known as JOSIAH F. DUM, JR., of South Middleton Township, (mailing address: 427 Dogwood Court, Carlisle, PA 17013), Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all Wills by me at any time heretofore made and which Will is being made in accordance with the agreement for reciprocal wills executed contemporaneously herewith by me with my wife, Clara S. Dum; 1. I direct my hereinafter named personal representative or representatives to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. I direct that my funeral services be condicted by Lee Dugan Funeral Home at Bendersville, Pennsylvania and that my body be interred on my burial lot located in Oaklawn Cemetery located near Gettysburg, Pennsylvania. I bring to the attention of my personal representative that my casket and vault have been paid for by me to Oaklawn Cemetery. 2. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to my wife,CLARA S. DUM, her heirs and assigns, to the exclusion of my children, born and unborn, provided my said wife, CLARA S. DUM, shall survive me by a period of ninety (90) days. 3. Should my said wife CLARA S. DUM predecease me or fail to survive me by the aforesaid period of ninety (90) days, then in such event all of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath in equal shares to such of my four children and such of my wife's two children as shall survive me by a period of ninety (90) days, their heirs and assigns, but should any of the hereinafter named six children fail to so survive me, then the share such deceased person would have received shall pass to such of his or her issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue the same shall lapse and be divided equally among the shares of the remaining children, per stirpes. My four children are GERALD A. DUM, JOHN LANNY DUKE, who was previously known as LANNY J. DUM, KENNETH L. DUM, and JACIE G. MILLER. The two children of my wife, Clara S. Dum are DEBRA K. COPENHAVER and JANE L. SMITH. 4. I hereby nominate, constitute and appoint my said wife, CLARA S. DUM as Executrix of this my Last Will and Testament, but should she predecease me or fail to qualify or cease serving as such, then in such event I nominate, constitute and appoint my daughter, JACIE G. MILLER and my wife's daughter DEBRA K. COPENHAVER as alternate or successor Co-Executors, and I further direct that none of them shall be required to post any bond to secure the faithful performance of her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. I further direct that the compensation as Co-Executrix of my daughter, JACIE G. MILLER and of my wife's daughter, DEBRA K. COPENHAVER shall be $10,000.00 each. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on one (1) page, this 14th day of May, 2002. /' s~lmbwn is ~r -- /~jos~IAH F. DUM, JR. Signed, sealed, published, and declared by JOSIAH F. DUM, also known as JOSIAH F. DUM, JR., the Testator above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. LAST WILL AND TESTAMENT OF JOSIAH F. DUM FREY & TILEY ATTO R N EYS -AT- LAW 5 South Hanover Street Carlisle, PA 17013 Telephone (717) 243-5838 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: JOSIAH F. DUM aka JOSIAH F. DUM, JR. Date of Death: February 4, 2003 Will No. Admin. No. 21-03-0310 To the Register: I certify that notice of (beneficial Interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on: August 11, 2003 Name Address Mrs. Clara S. Dum 427 Dogwood Court, Carlisle PA 17013 Mr. Gerald A. Dum 1155 Shippensburg Road, Biglerville PA 17307 Mr. Kenneth L. Dura 3710 Falkstone, Mechanicsburg PA 17050 Mr. John Lanny Duke 427 Dogwood Court, Carlisle PA 17013 Mrs. Jane L. Smith 540 Gablers Road, Gardners, PA 17324 Mrs. Jacie G. Miller 3437 Pleasant Valley Road, Elliottsburg PA 17024 Mrs. Debra K. Copenhaver 79 E. York Street, Biglerville PA 17307 Notice has now been given to all persons entitled thereto under Rule 5.6)a) except: NO EXCEPTIONS Date: Augu~ 11, 2003 ~ ~ Signature .... ~ ~ Name: Robert M. Frey "~-' Address: 5 South Hanover Street Carlisle, Pennsylvania 17013 Capacity: Personal Representative X Counsel for Personal Representative EV-1500 EX (6~30) COMMONWEALTH OF I REV'1500 OFFICIAL USE ONLY . PENNSYLVANIA D~"TMENTO~.~.UE INHERITANCE TAX RETURN .LE..... 21-0~-00310 DEPT. 280601 ~-c~uEN~$ NAME (LAST FIRST, AND I~r~m ~ !NITIAL) SOCIAL SECURITY NUMBER ~- Dum, Josiah F z 209-28-9107 ua DATE OF O~ (~mO-~:RR) JD*TE OF aRT. (~-D~-~.~.) o 2/4/2003 11/27/1927 ua REGISTER OF WILLS Q ,1F APPUCABLE) SURV~/ING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) ~OCIAL SECURITY NUMBER 31am S Dura 195-28-0123 z Robe~ M Fray 5 So~h Hanover ~reM m Carlisle, Pennsylvania 17013 ~ =rey and Tlley 717 24~838 3' ~ ~ ~, ~ip ~ ~Mip ~) NONE 4. ~ & N~ R~ (S~u~ D) (4) NONE ~ ~ (~u~ ~ (13) ~.~ (~)~ 2~? Dura, Josiah F 209-28-9107 De;edent's Complete Address: ' E~'~£ET ADDRESS/ J , j~27 D~gwood Court JCITY STATE IP JCarlisle PA ~7013 T~x Psym~nt~ ~nd Cmdit~: 1, T~ Due (Pa~e 1 Line 19) (1) 0 C. Dfl~count Total Cmdits (A + B + C) (2) 0 D. Inlemet E. To~al Interior/Penalty ( D + E ) (3) 0 4. I~ Une 2 is §,~,~, Ihan Une 1 + Line 3, eater the difference. Thl~ i~ the OVERPAYMENT. Check b~ on Page I Une 20 to requ~t a refund (4) 0 5. If #ne 1 + line 3 is grealer than line 2, en~r the dlffem~e. This i~ the TAX DUE. (5) 0 &. Enler Ihs inlem~t o~ Ihs tax due. (SA) El. Enler Ihs total ~ I.i~ 5 + SA~ This is Ihs B~LANCE DUE. (5~) 0 Make Check Payable to: REGISTER OF WILLS, AGENT IIIIIIIIIIII PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1, Did deoede~ make a transfer and: Yes No · . ,~.,~,,,.o.,.~=~..,~,.~,r~= ....................... [] [] ~,. r~."., r~'~,~.~,~,.'~ ~, ,,. ~ ~"~ ~.r,~f~ or i~ i,,~,= ........... [] [] d.-,~,,,.,.~,~.~,-~..~.~,,,.~o,=...? .................. [] [] ............................ [] [] ............................... [] [] 3437 Pleasant Valley Road~ Elliottburjj PA 17024 5 South Hanover ~re~, Carlisle PA 17013 SCHEDULE B STOCKS & BONDS ESTATE Of: FILE NUMBER Josiah F Dum 21-03-00310 JMI profle~y joln#y.owned with rfght of servtve~hlp mest be disek~ed on Sefledule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Series EE Bonds 6,383 2. Janney Montgomery Scott LLC, Fund 29123479 ~T&T(40ShQ18.57) 743 ~,IM Premiere Equity Cl B(2,606¢~i.80) 17,718 ~,OL Time Warner(10OshQ11.07) 1,107 CH Energy Group(12sh~43.17) 518 Charter Municipal Mortgage(1,416~17.55) 24,851 Delaware PA Tax Free Fund Class A(7,221¢~8.05) 58,128 Dana Corp(100sh~10.68) 1,068 EV Insured Muni ond Fund(667sh~14.05) 9,371 Evergreen Fixed High Yield Fund Class C(3,340shQ3.13) 10,453 GE(200~23.05) 4,610 Glaxo Smith Kline(100~37.46) 3,746 Hancock Regional Bank Fund Class B(225~32.06) 7,223 Intel(100¢~15.64) 1,564 International Paper Cap 7.875%(200~25.44) 5,088 Lucent Technologies(64~1.65) 106 MFS Mass Inv Trust Class B(1,956~12.08) 23,627 PLM Equipment Growth Fund(5001~1.01 505 PPG Industries(1,375Q48.77) 67,059 Putnam Fund SBI Class (3,670~14.52) 53,289 UPS Class B(100~59.95) 5,995 United Technologies Corp(100sh~64.42) 6,442 Commonwealth Growth LP 1(500~8.00) 4,000 Berkshire Income Realty Inc(114 Q14.09) 1,606 PLM Equipment Growth Fund VI LP(1,000~1.50) 1,500 Harrisburg PA 5.00%Due 8-1-2010(10,000~101.96) 10,196 North Wales PA 5.00%Due 2015(10,000~107.82) 10,782 Phila PA 5.625%Due 11-15-2018(15,0001~103.27) 15,490 Phil IDR 6.00 Due 7-1-2006(10,000~96.66) 9,666 West Shore Pa 5.75%Due 1-1-2015(5,000Q105.12) 5,256 Comcast, Acct#00028365496(97sh~24.99) 2,424 NCR, Acct~O000044578(12.5sh¢~18.67) 233 PPG(145sh~48.77) 6,637 Lucent Technologies(195sh~}1.65) 322 TOTAL (Also enter on line 2, Recapitulation) $ 377~706 (If more space is needed, insert additional sheets of the same size) Savings Bond Calculator Page 1 of 4 Series Denomination Setial Number Issue Date t''E'E''B°nds" .:J $~5 '~' J .......... # Bonds Total Price Total Interest Total Value YTD In' I 14 $5,125.00 $7,640.72 $12,765.72 $331. Issue Interest Next Final Serial Number Issue Date Series Deuom Price Interest Value Rate Accrual Maturity k51836198 07/1985 EE $75 $37.50 $74.40 $111.90 4.00% 01/2005 07/2015 k51836209 08/1985 EE 75 37.50 74.40 111.90 4.00% 02/2005 08/2015 k51230616 09/1985 EE 75 37.50 72.21 109.71 4.00% 09/2004 09/2015 k51230692 10/1985 EE 75 37.50 72.21 109.71 4.00% 10/2004 10/2015 k51247292 11/1985 EE 75 37.50 72.21 109.71 4.00% 11/2004 11/2015 k51247381 12/1985 EE 75 37.50 72.21 109.71 4.00% 12/2004 12/2015 k51247448 01/1986 EE 75 37.50 72.21 109.71 4.00% 01/2005 01/2016 k51247536 02/1986 EE 75 37.50 72.21 109.71 4.00% 02/2005 02/2016 k51247607 03/1986 EE 75 37.50 70.05 107.55 4.00% 09/2004 03/2016 k60827600 04/1986 EE 75 37.50 70.05 107.55 4.00% 10/2004 04/2016 k60827627 05/1986 EE 75 37.50 70.05 107.55 4.00% 11/2004 05/2016 k60827717 06/1986 EE 75 37.50 70.05 107.55 4.00% 12/2004 06/2016 k60827771 07/1986 EE 75 37.50 70.05 107.55 4.00% 01/2005 07/2016 k60827840 08/1986 EE 75 37.50 70.05 107.55 4.00% 02/2005 08/2016 k64765782 09/1986 EE 75 37.50 67.95 105.45 4.00% 09/2004 09/2016 k64765855 10/1986 EE 75 3Z.50 67.95 105.45 4.00% 10/2004 10/2016 k64765949 11/1986 EE 75 37.50 57.30 94.80 4.00% 11/2004 11/2016 k64766063 12/1986 EE 75 37.50 57.30 94.80 4.00% 12/2004 12/2016 k64766116 01/1987 EE 75 37.50 57.30 94.80 4.00% 01/2005 01/2017 k70995023 02/1987 EE 75 37.50 57.30 94.80 4.00% 02/2005 02/2017 k70995103 03/1987 EE 75 37.50 55.59 93.09 4.00% 09/2004 03/2017 k70995190 04/1987 EE 75 37.50 55.59 93.09 4.00% 10/2004 04/2017 k70995282 05/1987 EE 75 37.50 55.44 92.94 4.00% 11/2004 05/2017 136813071 06/1987 EE 100 50.00 73.92 123.92 4.00% 12/2004 06/2017 c146133547 07/1987 EE 100 50.00 73.92 123.92 4.00% 01/2005 07/2017 c146133719 08/1987 EE 100 50.00 73.92 123.92 4.00% 02/2005 08/2017 c146133902 09/1987 EE 100 50.00 71.48 121.48 4.00% 09/2004 09/2017 c146337704 10/1987 EE 100 50.00 71.48 121.48 4.00% 10/2004 10/2017 http://wwws.publicdebt.treas.gov/B C/SBCPrice 8/12/2004 Savings Bond Calculator Page 2 of 4 46o~797~ 11/1987 EE 100 50.00 71.48 121.48 4.00% 11/2004 11/2017 c146307210 12/1987 EE 100 50.00 71.48 121.48 4.00% 12/2004 1242017' c146307421' 01/1988 EE 100 50.00 71.48 121.48 4.00% 01/2005 01/2018 c146307612 02/1988 EE I00 50.00 71.48 121.48 4.00% 02/2005 02/2018 c146829938 03/1988 EE I00 50.00 69.12 119.12 4.00% 09/2004 03/2018 c146830173 04/1988 EE 100 50.00 69.12 119.12 4.00% 10/2004 04/2018 c172341294 05/1988 EE 100 50.00 69.12 119.12 4.00% 11/2004 05/2018 c172341496 06/1988 EE I00 50.00 69.12 119.12 4.00% 12/2004 06/2018 c172341706 07/1988 EE 100 50.00 69.12 119.12 4.00% 01/2005 07/2018 c187481355 08/1988 EE 100 50.00 69.12 119.12 4.00% 02/2005 08/2018 c187481577 09/1988 EE 100 50.00 66.76 116.76 4.00% 09/2004 09/2018 c188318566 10/I988 EE i00 50.00 66~76 116.76 4.00% 10/2004 10/2018 c188318794 11/1988 EE 100 50.00 66.76 116.76 4.00% 11/2004 I1/2018 c188562859 12/1988 EE I00 50.00 66.76 116.76 4.00% ~2/2004 12/2018 c188563087 01/1989 EE 100 50.00 66.76 116.76 4.00% 01/2005 01/2019 c203869469 02/1989 EE 100 50.00 66.76 116.76 4.00% 02/2005 02/2019 c203869715 03/1989 EE 100 50.00 64.48 114.48 4.00% 09/2004 03/2019 c216906158 04/1989 EE 100 50.00 64.48 114.48 4.00% 10/2004 04/2019 c244727074 03/1990 EE I00 50.00 60.04 110.04 4.00% 09/2004 03/2020 c216906394 05/1989 EE 100 50.00 64.48 114.48 4.00% 11/2004 05/2019 c216906645 06/1989 EE 100 50.00 64.48 114.48 4.00% 12/2004 06/2019 c216935201 07/1989 EE 100 50.00 64.48 114.48 4.00% 01/2005 07/2019 c226158414 08/1989 EE I00 50.00 64.48 114.48 4.00% 02/2005 08/2019 c226285257 09/1989 EE 100 50.00 62.24 112.24 4.00% 09/2004 09/2019 c228411200 10/1989 EE 100 50.00 62.24 112.24 4.00% 10/2004 10/2019 c230573270 11/1989 EE I00 50.00 62.24 112.24 4.00% 11/2004 11/2019 c238522788 12/1989 EE 100 50.00 62.24 112.24 4.00% 12/2004 12/2019 c239845720 01/1990 EE 100 50.00 62.24 I12.24 4.00% 01/2005 01/2020 ~.c_~3106809 02/1990 EE 100 50.00 62.24 112.24 4.00% 02/2005 02/2020 k51836199 07/1985 EE 75 37.50 74.40 111.90 4.00% 0t/2005 07/2015 k51836210 08/1985 EE 75 37.50 74.40 111.90 4.00% 02/2005 08/2015 k51230632 09/1985 EE 75 37.50 72.21 109.71 4.00% 09/2004 09/2015 k51230706 10/1985 EE 75 37.50 72.21 109.71 4.00% 10/2004 10/2015 k51247307 11/1985 EE 75 37.50 72.21 109.71 4.00% 11/2004 11/2015 k51247393 12/1985 EE 75 37.50 72.21 109.71 4.00% 12/2004 12/2015 k51247462 01/1986 EE 75 37.50 72.21 109.71 4.00% 01/2005 01/2016 k51247547 02/1986 EE 75 37.50 72.21 109.71 4.00% 02/2005 02/2016 k51247621 03/1986 EE 75 37.50 70.05 107.55 4.00% 09/2004 03/2016 http://wwws.publicdebt.treas.gov/B C/SB CPrice 8/12/2004 Savings Bond Calculator Page 3 of 4 k}50827.611 04/1986 EE 75 37.50 70.05 107.55 4.00% 10/2004 04/2016 k60827640 05/I986 EE 75 37.50 70.05 107.55 4.00% 11/2004 05,/2016' k60827726 06/1986 EE 75 37.50 70.05 107.55 4.00% 12/2004 06/2016 k60827785. 07/1986 EE 75 37.50 70.05 107.55 4.00% 01/2005 07/2016 k60827851 08/~986 EE 75 37.50 70.05 107.55 4.00% 02/2005 08/2016 k64765795 09/1986 EE 75 37.50 67.95 105.45 4.00% 09/2004 09/2016 k6476~865 10/1~86 EE 75 37.50 67.95 105.45 4.00% 10/2004 10/2016 k64765962 11/1986 EE 75 37.50 57.30 94.80 4.00% 11/2004 11/2016 k64766073 12/1986 EE 75 37.50 57.30 94.80 4.00% 12/2004 12/2016 k64766130 01/1987 EE 75 37.50 57.30 94.80 4.00% 01/2005 01/2017 k70995033 02/1987 EE 75 37.50 57.30 94.80 4.00% 02/2005 02/2017 k70995115 03/1987 EE 75 37.50 55.59 93.09' 4.00% 09/2004 03/2017 k70995201 04/1987 EE 75 37.50 55.59 93.09 4.00% 10/2004 04/2017 k70995296 05/1987 EE 75 37.50 55.44 92.94 4.00% 11/2004 05/2017 c136813393 06/1987 EE 100 50.00 73.92 123.92 4.00% 12/2004 06/2017 c146133572 07/1987 EE 100 50.00 73.92 123.92 4.00% 01/2005 07/2017 e146133742 08/1987 EE 100 50.00 73.92 123.92 4.00% 02/2005 08/2017 c146133924 09/1987 EE I00 50.00 71.48 121.48 4.00% 09/2004 09/2017 c146337727 10/1987 EE I00 50.00 71.48 121.48 4.00% 10/2004 10/2017 c146337994 11/1987 EE I00 50.00 71.48 121.48 4.00% 11/2004 11/2017 c146307235 12/1987 EE 100 50.00 71.48 121.48 4.00% 12/2004 12/2017 c146307443 01/1988 EE 100 50.00 71.48 121.48 4.00% 01/2005 01/2018 c146307635 02/1988 EE 100 50.00 71.48 121.48 4.00% 02/2005 02/2018 c146829963 03/1988 EE 100 50.00 69.12 119.12 4.00% 09/2004 03/2018 c146830197 04/1988 EE 100 50.00 69.12 119.12 4.00% 10/200.4 04/2018 c172341318 05/1988 EE 100 50.00 69.12 119.12 4.00% 11/2004 05/2018 _c172341520 06/1988 EE I00 50.00 69.12 119.12 4.00% 12/2004 06/2018 c22615844I 08/1989 EE 100 50.00 64.48 114.48 4.00% 02/2005 08/2019 c226285368 09/1989 EE 100 50.00 62.24 112.24 4.00% 09/2004 09/2019 c228411321 10/1989 EE 100 50.00 62.24 112.24 4.00% 10/2004 10/2019 c230573397 11/1989 EE 100 50.00 62.24 112.24 4.00% 11/2004 11/2019 c238522892 12/1989 EE I00 50.00 62.24 112.24 4.00% 12/2004 12/2019 c239845838 01/1990 EE 100 50.00 62.24 112.24 4.00% 01/2005 01/2020 06905 02/1990 EE 100 50.00 62.24 112.24 4.00% 02/2005 02/2020 c216935224 07/1989 EE 100 50.00 64.48 114.48 4.00% 01/2005 07/2019 c216906666 06/1989 EE 100 50.00 64.48 114.48 4.00% 12/2004 06/2019 c216906420 05/1989 EE 100 50.00 64.48 114.48 4.00% 11/2004 05/2019 c216906182 04/1989 EE 100 50.00 64.48 114.48 4.00% 10/2004 04/2019 http://wwws.publicdebt.treas.gov/BC/SBCPrice 8/12/2004 Savings Bond Calculator Page 4 of 4 c~0~869744 03/1989 EE . 100 50.00 64.48 114.48 4.00% 09/2004 03/2019 c203869491 02/1989 EE I00 50.00 66.76 116.76 4.00% 02/2005 0~2019 c188563114 01/1989 EE 100 50.00 66.76 116.76 4.00% 01/2005 01/2019 c188562882 I2/1988 EE I00 50.00 66.76 116.76 4.00% 12/2004 12/2018 c188318822 11/1988 EE 100 50.00 66.76 116.76 4.00% 11/2004 11/2018 c188318592 10/1988 EE i00 50.00 66.76 116.76 4.00% 10/2004 10/2018 c18748'1606 09/1~88 EE 100 50.00 . 66.76 116.76 4.00% 09/2004 09/2018 187481~85 08/1988 EE 100 50.00 69.12 119.12 4.00% 02/2005 08/2018 ~.~..? c187481190 07/1988 EE 100 50.00 69.12 119.12 4.00% 01/2005 07/2018 c244727170 03/1990 EE 100 50.00 60.04 110.04 4.00% 09/2004 03/2020 i View _i ~'1' l Viewing Bon ds 1-114 Note Description NI Not Issued ..~ NE Not Eligible for Payment P5 Includes 3-month interest penalty ~. ME Matured (Exchangeable for III-I) MN Matured (Not Exchangeable for HI-I) Please rate this service. Service (Please print and/or save this page before submitting your survey) Excellent Good Fair Poor Savings Bond Calculator _ Submit Survey http://wwws.publicdebt.treas.gov/BC/SBCPrice 8/12/2004 W~*J.com Stoc~ Charting for T 10/20/03 [2:55 PM 'p. (T) (NYSE) U.S. Dollar Date Price High Low Volume 2 ~'bnth (Daily) '~'BigChart~.c,:,m 2/4/03 18.57 19.02 18.1 5,854,700 26 22 No Splits k 20 ~'f,~.,~-~'J"~"'~ 1 Get another quote any day after 1/2/1970 Feb 1/2/1970 Symbol: ~' Date: 12/4/03 ~ 1mo 2mo 3mo 6mo 1_~ 3yr 5yr Copyright © 1998-2003 BiqCharts corn inc. Historical and current end-of-day data provided by FT Interactive Data. Copyright © 2003 Dow Jones & Company, Inc. All Rights Reserved : ' ' J' J ' ' ' . p. y b=T& 'd=g630&close_date=2/4/03 wSJ.com Stocg Charting for AVLBX 10/20/03 12:56 PM Eqty;B (AVLBX) (FUND) U.S. Dollar Date Price High Low Volume 2 bi, nth (Daily) ':DDigCharb,c,:,rn 2/4/03 6.8 n/a n/a n/a '"~'~'~__ ~ 7.25 No Splits ?~ J Get another quote any day after 1/2/1970 Feb I/2/1970 1mo 2mo 3mo 6mo lyf 3_~ 5~ Symbol: I Date: 12/4/03 ~ Copyright © 1998-2003 BigCharts,com Inc. Historical and current end-of-day data provided by FT Interactive Data. k Picture this Copyright © 2003 Dow Jones & Company. Inc. All Rights Reserved p www b'gcharts com/custom/ws'ie/ws'bg h s orlcal as '~s mb VL o ' ' ' J J - ' ' · p. y =A DX&close_date=2Yo2F4Yo2FO3&x=13&y=12 Page I of ] WSJ.com Sto~k Charting for AOL 10/20/03 12:56 PM Warner Inc (AOL) (NYSE) U.S. Dollar Date Price High Low Volume 2 I~onth (Daily) (~BigChar~.c,:,m 2/4/03 11.07 11.35 10.85 27,149,900 No Splits Get another quote any day after 1/2/1970 Symbol: I . Date: [~4/0~ ~ !mo 2mo 3mo 6mo 1_~ 3yr 5_~ .COM Copyright © 2003 Dow Jones & Company, Inc. All Rights Reserved http://www.bigcharts.com/cuslom/wsjle/wsjbb_historlcal.asp?symb=AOL&close date=2%2F4%2F03&x=~4&y=16 Page I or' I W~J.com Stoc.~ Chargng for CHG 10/20/03 [2:56 PM ~h Energy Group Inc (CHG) (NYSE) U.S. Dollar Date Price High Low Volume 2 IVbrgh (Daily) ':~EqgChar~.corr~ 2/4/03 43.17 43.48 43.01 39,900 '"~ No Splits ~ ~4 42 Get another quote any day after 1/2/1970 1/2/1970 Symbol: I Date: 12/4/03 ~ ~mo 2mo 3mo ~mo ~ ~ ~ Copyright ~ 1998-2003 B ~ChaHs,com Inc. Historical and current end-or-day data provided by FT Interactive Data. I'c°m Copyright © 2003 Dow Jones & Company, Inc. All Rights Reserved J ~ p grab CHG&close date · ' ' - ' ' ' = _ =2Y~2F4~2F03&x=20&y=]3 Page Iofl W~$.com Stocit Charting for CHC 10/20/03 12:57 PM Mun Mtg Accep Co (CHC) (AMEX) U.S, Dollar Date Price High Low Volume ~ bl0nth (Daily) (-~,BigChart~ corn 2/4/03 17.55 17.64 17.41 123,800 '~,~ ~. No Splits ,, .... Get another quote any day after 1/2/1970 Feb 1/2/1970 Symbol: J Date: ~2/4/03 ~ 1mo 2mo 3mo 6mo lyf 3yr 5yr Copyright © 1998-2003 BiqCharts.com inc. Historical and current end-of-day data provided by FT interactive Data. @ .COM Copyright © 2003 Dow Jones & Company, Inc. All Rights Reserved http:l/www.bigcharts.com/custom/wsjie/wsjbb_historicaLasp?symb=CHC&close date=2%2F4%2FO3&x=l 2&y=4 Page W.gJ.com Sto~ Charting for DELIX 10/20/03 12:57 PM Tx-Fr PA;A (DELIX) (FUND) U.S. Dollar Date Price High Low Volume 2 Month (Daily) ~BigChart~.com 2/4/03 8.05 n/a n/a n/a 8.15 No Splits -'1---.~~-J~l' ,s. 0.5 1mo 2mo 3mo 6mo lyf 3yr 5yr Symbol: J Date: [2/4/03_ Copyright © 2003 Dow Jones & Company, Inc. All Rights Reserved http:/Iwww.bigcharts.comlcustom/wsjie/wsjbb.historical.asp?symb=DELiX&close dale=2%2F4%2FO3&x=lT&y=] 1 Page I of I '~J.¢om Sto~.k Charting for DeN 10/20/03 12:$? PM 'poration (DCN) (NYSE) U.S. Dollar Date Price High Low Volume 2 Month (Da y) ¢,@i ~Ch~rt~.,~0 rr 2/4/03 10.68 10,74 10.47 424,200 lm__..~o 2mo 3mo 6mo lyf 3yr 5yr Symbol: I Date: 12/4/03 [ L Picture this Copyright © 2003 Dow Jones & Company, Inc, All Rights Reserved http:/Iwww.bigcharts.com/custom/wsjie/wsjbb.hlstorical.asp?symb=DCN&close date=2%2F4%2FO3&x=24&y=12 Page I of I W~.com StocM Charting for ElM 10/20/03 1:07 PM :e Ins Mun Bd Fund (ELM) (AMEX) U.S. Dollar Date Price High Low Volume 2 b~h (Dally) ,:~BigCharts.,?.0 m 2/4/03 14.05 14.1 13.92 93,900 14.25 No Splits 1mo 2mo 3mo 6mo lyf 3yr 5yr Symbol: J Date: 1~/4/03 Copyright © 2003 Dow Jones & Company, Inc. All Rights Reserved hltP://www.bigcharts.com/custom/wsjie/wsjbb.historical.asp?symb=EiM&close date=2%2F4%2FO3&x=6&y=8 Page I of I W~$J.com Stock Charfin$ for EKHCX 10/20/03 12:58 PM gh YId;C (EKHCX) (FUND) U.S. Doflar Date Price High Low Volume 2 t~bnth (Daily) ,~-,BigC:l-a t~ corn :3.16 214103 3.13 n/a n/a n/a / ~ [' 15 No Splits tmo 2mo 3mo gmo J~r 3~r 5gr Symbol: I Date: 12/4/03 J .com ~ ~ Copyright © 2003 Dow Jones & Company, Inc. All Rights Reserved w~SJ.¢om Sto~k Charting for GE ]0/20/03 12:58 PM lectric Company (GE) (NYSE) U.S. Dollar Date Price High Low Volume 2 Moth (Daily) cDBigChar~.¢om 2/4/03 23.05 23.23 22,87 24,473,400 No Splits *~,~ /~, ~,/\/,~- 24 Get another quote any day after 1/2/1970 Feb 1/2/1970 1mo 2mo 3mo 6mo lyr 3yr 5yr Symbol: J Date: J2/4/03 ~ Copyright © 1998-2003 BiqCharts.com Inc. Historical and current I~earch'~ i Picture this Copyright © 2003 Dow Jones & Company, Inc. All Rights Reserved h p//www btgcharts com/custom/ws e/ws bbh storlcal as 9s o o : . - . j' j - · . . p. ymb=GE&close_date=2Po2F4%2FO3&x=22&y=~5 Page ~ of/ w.sj.¢om Sm~k Charting for GSK 10/20/03 12:58 PM thKline plc (GSK) (NYSE) U,S. Dollar Date Price High Low Volume 2 Month (O~ily) '~'Bi§Chartz.cc, rT, 2/4/03 37.46 37.89 37.24 824,700 ,~,'~"~ :39 \., /I.. No Splits Get another quote any day after 11211970 11211970 Symbol: I Date: 12!4{03 ~ .~mo 2mo 3mo 6mo 1~ 3yr 5_~ Copyright © 1998-2003 BiRCharts.com Inc. Historical and current end-of-day data provided by FT Interactive Data. @ i ,COM Copyright © 2003 Dow Jones & Company, Inc, All Rights Reserved : ' ' ' J' J ' ' ' ' P' Y =GSK&close_date=_~2F4%2FO3&x=2~&y=6 Page J of I ~x~SJ.~om Sto~k Charting for FRBFX 10/20/03 12:59 PM J Hancock Reg Bnk;B (FRBFX) (FUND) U.S. Dollar Date Price High Low Volume 2 ~nth (Dail¥,~ '~,Bi~Charf~.c¢,m 2/4/03 34.11 n/a n/a n/a \ '~"~'/~. ' 36 NO Splits ~//~,~/~V~¼/~ 34 Get another quote any day after 1/2/1970 Feb 1/2/1970 1mo 2mo 3mo 6mo lyf 3yr 5yr Symbol: ~ Date: ~2/4/03 ~ Copyright © 1998-2003 BiqCharts.com Inc. Historical and current end-of-day data provided by FT Interactive Data. r I arcb,Ji Picture this Copyright © 2003 Dow Jones & Company, Inc. All Rights Reserved wgJ.com Stock Charting for INTC 10/20/03 12:59 PM Intel Corporation (INTC) (NASDAQ NM) U.S. Dollar Date Price High Low Volume 2 I~bnth (Daily) (~BigL":har~,¢om 2/4/03 15.64 15.78 15,33 41,210,100 I,~ 17.5 NO Splits l~,'[ /I /A¥,~f",, 16.5 / ~I5.5 Get another quote any day after 1/2/1970 Feb 1/2/1970 Symboh ~ Date: ~2/4/03 ~ ~o 2~o 3mo ~o ~ ~ Copyright ~ 1998-2003 8~Chads.com Inc. Historical and current end-of-day data provided by FT Interactive Data. Copyright © 2003 Dow Jones & Company, Inc. All Rights Reserved http:l/www.bigcharts.com/custom/wsjie/wsjbb_historical,asp?symb=lNTC&close date=2%2F4%2F03&x=25&y=l 3 - Page I of I ~SJ.com Stack Charting for IPP 10/20/03 12:59 PM nternafional Paper Cap Tr Iii (IPP) (NYSE) U.S. Dollar Date Price High Low Volume 2 Month (Daih/) ,~-,BiL3Ci',aH~.co m 2/4103 25.44 25.44 25.28 13,900 J~ 25.2 No Splits ';v' ' Get another quote any day after 1/2/1970 1/2/1970 1mo 2mo 3mo 6mo lyf 3yr 5yr Symbol: I Date: ~2/4/03 Copyright © 1998-2003 BigCharts com Inc. Historical and current end-of-day data provided by FT Interactive Data. Copyright © 2003 Dow Jones & Company, Inc. All Rights Reserved http://www.bigcharts.com/custom/wsjie/wsjbb.historical.asp?symb=lPP&close date=2%2F4%2FO3&x=O&y=O Page I of I W.~J.com Stook Charting for LU 10/20/03 12:59 PM Technologies Inc. (LU) (NYSE) U.S. Dolrar Date Price High Low Volume 2 Month (Daily) ~DioChad2,com 2/4/03 1.65 1.79 1.65 63,968,200 ['I.,/A,., 1.9 ' //, ,/ /r/ No Splits /' ¢ ~.7 1.6 1.5 Get another quote any day after 1/2/1970 Feb, 1/2/1970 Symbol:r' Date: 12/4/03 ; ~ lm_._~_o 2mo 3mo 6mo lyr ~ 5yr Copyright © 1998-2003 BiqCharts.com Inc. Historical and current end-of-day data provided by F.T Interactive Data. .COM Copyright © 2003 Dow Jones & Company, Inc. Ail Rights Reserved http//www b~gcharts com/custom/ws m/ws bbh s orlcal as *s mb L o o : ' ' ' J' J - ' ' · P- Y = U&clos¢_date=2Yo2F4~2FO3&x=O&y=O Page I of I W~J.eom Stoci~ Charting for MITBX 10/20/03 h00 PM Mass Inv Tr;B (MITBX) (FUND) U.S. Dollar Date Price High Low Volume 2 I~bnth (Oaily~ '$,BigChar~-.co m 2/4/03 12.08 n/a n/a n/a No Splits Get another quote any day after 1/2/1970 Feb 1/2/1970 1mo 2mo 3mo 0mo ~ 3yr 5yr Symbol: I Date: J2/4/03 ~ -- Copyright © 1998-2003 BiqCharts cum Inc. Historical and current end-of-day data provided by FT Interactive Data. Copyright © 2003 Dow Jones & Company, Inc. All Rights Reserved WSJ.com Stoc& Cha~ting for PPG [0/20103 hOI PM Industries, Inc. (PPG) (NYSE) U.S. Dollar Date Price High Low Volume 2 Month (Daily) ':3BigChartz.co m 2/4/03 48.77 48.87 48.2 492,500 "~&"'~ ~2 No Splits [/~ '~-~ ~ 4~ ~ 2mo 3mo 6mo lyr 3yr 5yr Symbol: I Date: 12/~/03 I i.~earch!j r k &Picture this6 Copyright © 2003 Dow Jones & Company, Inc. All Rights Reserved http:/~www.bi§charIs.c~m~cust~m/wsjie/wsjbb~hist~rica~.asp?$ymb=PPG&c~~se-date=2%2F4%2F03&x=~&y=~ Page W.SJ,¢om Stoq,k Charting for PGEOX 10/20/03 h01 PM e Putnam Boston;A (PGEOX) (FUND) U.S. DoIJar Date Price High Low Volume 2 Month (Daily) ~ ~ 2/4/03 14.52 n/a n/a n/a '\,/-~'~.~ 15.25 Get another quote any day after 1/2/1970 Feb 1/2/1970 1mo 2mo 3mo 6mo ~ 3yr 5yr Symbol: I Date: 12/4[~3 ; ~ Copyright © 1998-2003 ~igCharts,com Inc. Historical and current r r I searc,'h' J L Picture this Copyright © 2003 Dow Jones & Company, Inc. All Rights Reserved http://www.bigcharts.com/custom/wsjlc/wsjbb_historical.asp?symb=PGEOX&close dat¢=2%2F4%2FO3&x=O&y=O Page [ of I WaqJ.com Stock Chai~ing for UPS Jnited Parcel Service Inc (UPS) (NYSE) U.S. Dollar Date Price High Low Volume 2 r~bnth ~Dail¥~ '~,BigChar t~.c0m 2/4/03 59.95 60.1 59.62 2,191,700 No Splits tmo 2mo 3mo Bmo 1_~ 3~ 5yr Syn~bo~: I Date: ~ Copyright © 2003 Dow Jones & Company, Inc. All Rights Reserved ht~p://www~bigchat1s~c~m/cusi~m/wsjie/wsjbb~hist~rica~asp?symb=UPS&~se-date=2%2F4%2F~3&x=~&y=~ Page I of I W. SJ.com Stoi:k Char~ing for UTX 10/20/03 1:02 PM Technologies Corporation (UTX) (NYSE) U.S. Dolrar Date Price High Low Volume 2 JVbnth (Daily) 2/4/03 64.42 64.84 63.64 1,746,800 ir,' 66 "V No Splits 60 Get another quote any day after 1/2/1970 F~b 1/2/1970 lm~o 2mo 3mo 6mo lyf 3yr 5yr Symbol: I Date: ~2/4/03 Copyright © 1998-2003 BiRCharts.com inc. Historical and current end-of-day data provided by FT interactive Data. @ .COM Copyright © 2003 Dow Jones & Company, Inc. All Rights Reserved hIIp:~www~bigchar~s~c~m~cust~m/wsjie/wsjbb-hist~ricaLasp?symb=UTX&c~se-daIe=2%2F4%2F~3&x=~&y=~ Page I of'l JOINTLY-OWNED PROPERTY ~u i ATE OF FILE NUMBER Josiah F Dui 21-03-00310 If an ~ was made joint wiChln one year of the decedent's date of dMth, it must be mporMd on Schedule G. SURVIVING JOINT TENANT(B} NAME ADDRESS RELATIONSHIP TO DECEDENT A. Clare S. Dura ~,26 Dogwood Court Spouse Dadisle, PennsylYania B. Darryl Cody Smith ~40 Gablers Road Step Grendson 3ardners PA, 17324 C. Samna M. Smith 540 Gablers Road Step Granddaughter 3ardners PA 17324 i JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEA'n.t NUMBER TENN~ JOINT IDENI1FYIN~ NL~ ATT~ ~EE~ FO~ JOINR.¥4.1ELD I~ ESTA~. 1. A. 426 Dogwood Court, S. Middleton Twp, Cumbedand County 100,00C 50.00% 50,00( 2. A. 2.28.84 PNC Bank ~5140399634 13,638 50.00% 6,81,~ 3. AANDB 2.28.84 PNC Bank #5000971299 282 33.00% 9~ 4. AANDC 1.21.97 PNC Bank #5000971301 467 33.00% 15~ 5. A. 3.18.97 PNC Bank#5080579755 1,122 50.00% 561 ( ( ( ( £ 0 0 0 0 0 0 .,. TOTAL (Also enter on line 6, Recapitulation) $ 57,627 (if more space is needed, insert additional sheets of the same size) OCT-i3-L:~3 23:5'a PNCBRNK 41~ "768 3458 P.I~I · . PNCBANK October 14, 2003 Ms. Carol Weft 427 Dogwood Ct. sep Carlisle, PA 17013 RE: Estate of J0stah F Dum (Deceased) SSN: 209-28-9107 DOD: 02-04-2003 Dear Ms. Weft: In response to your request for Date of Death balances for the customer noted above, our rccurds show the following: Cheeking Aeeount Account#5140399634 Established 02-28-1984 JOSIAH F DUM CLARA SMITH DUM DOD balance: $13,636.96 + $1.34 accrued interest Savings Account Account~5000971299 Establi~ed 02-28-1984 DARRYL CODY SMITH OR JOSIAH F DUM JR OR CLARA S DUM DOD balance: $282.21 + $0.01 accrued interest Account#5000971301 Established 01-21-1997 SARENA M SMITH OR JOSIAH F DUM JR CLARA S DUM DOD balance: $467,34 + $0.02 accrued interest Account#$ ,080579755 Established 03-18-1997 JOSIAH F DUM JR CLARA S DUM DOD balance: $1,122.04 + $0.00 accrued interest Page I of 2 217 ..;v-,5,o~+.~ SCHEDULE G co~o~w~L'~=~.,.~v^.,* INTER-VIVOS TRANSFERS & ,..~^.c~T~x.~ru.. MISC. NON-PROBATE PROPERTY RESIDENT DEC~DENT ESTATE OF FILE NUMBER Josiah F Dura 21-03-00310 DESCRIPTION OF PROPERTY ITEM ~c~u~;~o~'n~'r~q~.~;~q~;x:~qs~p'm~)~q~.~c~c~ DATE OF DEATH % OF DECD'S EXCLUSIOI~ TAXABLE NUMBER 'nw,~m,..,,~rnc~ ^ co~' o~ TH; O~'~ ~ ~. ~sr^~_ VALUE OF ASSET INTEREST ~,-~c,~ VALUE 1. Aim High Yieid Fund Class B(3,311.359sh~3.77 12,484 100.00% 12,48z 2. Mass Inv Growth Stock Fund Class B(1,924.664sh~8.26) 15,898 100.00% 15,89; 3. MFS Mass Inv Trust Class B(1,861.761sh~12.08) 22,49C 100.00% 22,49( 4. PPG Industries(3,022 shares~48.77) 147,383 100.00% 147,385 5. CNL American Properties Inc(l,500sh¢~17.13) 25,695 100.00% 25,69,~ 6. Money Market Fund(18,191.48~l.00) 18,191 100.00% 18,191 ( ( ( ( ( ( ( 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOTAL (Also enter on line 7 Recapitulation) $ 242,141 (If more space is needed, insert additional sheets of the same size) ~SJ.com S~eck Charting t'or PPG 10/20/0] hO[ PM ustries, Inc, (PPG) (NYSE) U,S. Dollar Date Price High Low Volume 2 Month (Daily') '~BigCl',ar~.,:,)m 2/4/03 48.77 48.87 48.2 492,500 No Splits /"~l"'~'^,/~,4, '~s Get another quote any day after 1/2/1970 1/2/1970 Symbol: j Date: J2/4/03 ~ 1mo 2mo 3mo 6mo lyf 3yr 5yr Copyright © 1998-2003 .BiRCharts com inc. Historical and current end-of-day data provided by FT Interactive Data. l "a"c""l L Picture this Copyright © 2003 Dow Jones & Oompeny, Ina. All Rights Reserved W. SJ.com Stoj:k Charting for AHYBX 10/20/03 1:02 PM Inv:High Yield;B (AHYBX) (FUND) U.S. Dollar Date Price High Low Volume 2 ~nth (Daily) ~Bi§Chart~.com 2/4/03 3.77 n/a n/a n/a No Splits / :3. ?s Get another quote any day after 1/2/1970 Feb 1/2/1970 1mo 2mo 3mo 8mo lyr 3yr 5_~ Symbol: J Date: 12/4/03 ~j Copyright © 1998-2003 BiqCharts.com Inc. Historical and current end-of-day data provided by FT interactive Data. .COM Copyright © 2003 Dow Jones & Company, Inc. All Rights Reserved W~J,com Stock Charting for MIGBX 10/20/03 hO3 PM Gro;B (MIGBX) (FUND) U.S. Dollar Date Price High Low Volume 2 bbr~h (D~i[¥) ~8igChar'~.co m 2/4/03 8.26 n/a n/a n/a . e'~*~ 9.00 No Splits v. ],, . ~.50 Get another quote any day after 11211970 Feb 1/2/1970 ~ 1mo 2mo 3mo 6mo lyf 3yr 5yr Symbol: I Date: 12/4/0.3 Copyright © 1998-2003 Bi.qCharts.com Inc. Historical and current end-of-day data provided by FT Interactive Data. Copyright © 2003 Dow Jones & Company, Inc. All Rights Reserved W~J.com St(xlk Charting for MITBX 10/20/03 1:03 PM Mass Inv Tr;B (MITBX) (FUND) U.S. Dollar Date Price High Low Volume 2 b~rtth (D~iI¥) IDDi.qChar~ c,>m 2/4/03 12.08 n/a n/a n/a 13.0 \ ~o Splits V'V'~t,~%[xi~,,r.. ~2. o Get another quote any day after 1/2/1970 Feb 1/211970 1mo 2mo 3mo 6mo lyf 3yr 5_y_[ Symbol: I Date: 12/4/03 ~ Copyright © 1998-2003 BiqCharts.com Inc. Historical and current end-of-day data provided by FT Interactive Data. Copyright © 2003 Dow Jones & Company, Inc, All Rights Reserved h p//www btgcharts com/custom wsJ e/wsjbb hlstormal as *s mb MITBX&close_date ~ o : ' ' ' " ' ' ' ' · P, Y = =2Yo2F4~2FO3&x=O&y=O Page I oil REV-1511 EX + SCHEDULE H cou~,~ o~ ~-v~^ FUNERAL EXPENSES & INHERITANC~ T~X RE'PJRN ~~ ADMINISTRATIVE COSTS ESTAI~ OF FILE NUMBER Josiah F Dura 21-03-00310 De/~s of decedent must be refiorted on S~heduie I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Dugan Funeral Home, Funeral Services 4,540 2. Funeral Luncheon 210 3. Musselman Florist, Flowers for Casket 156 B. ~,DMINISTRATIVE COSTS: 1. Pemmml ~'s Commissions Name ~ Pmsonal Rqxm~a~e (s) N/A ~ ~ Nu~s) I E~ ~ ~ ~ R~s) Y~s) ~ ~: 2. ~F~ 16,~0 3. Fami~ ~: ~ ~ ~ ~ ~ ~ ~ ~ ~im~s, ~ ~) 4. ~F~ 318 7. ~umb~and ~ Journal, A~e~ising 75 8. The Sentinel 88 10. R~i~er of Wills, Filing F~ for Pennsy~nia Inhe~an~ T~ R~um 15 TOTAL (Also enter on line 9, R~'~_?t_ulation) 21r462 (If more space is needed, insert additional sheets of the same size) 217 SCHEDULE J cO~MO.w~. O~,~'..S~.V^.L~ BENEFICIARIES INHEJ~TANCE TAX RE'~IRN RESIDB~T DECEDENT ESTATE OF FILE NUMBER Josiah Dum 21-03-00310 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do No~ Mst T-,,~,,~,s) OF ESTATE I. TAXABLE DISTRIBUTIONS ['include outright ~oousal distributions, and bansfem under Sec. 9116 (s) (1.2)] 1. Clam S. Dum 426 Dogwood Court Carlisle, Pennsylvania 17013 Spouse 100% residue of estate TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-15~0 COVER SHEET (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF CLARA S. DUM I, CLARA S, DUM, of South Middleton Township, (mailing address: 427 Dogwood Court, Carlisle, PA 17013), Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all Wills by me at any time heretofore made and which Will is being made in accordance with the agreement for reciprocal wills executed contemporaneously herewith by me with my husband, Josiah F. Dum; 1. I direct my bereinafter named personal representative or representatives topay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. I direct that my funeral services be conducted by Lee Dugan Funeral Home at Bendersville, Pennsylvania and that my body be interred on my burial lot located in Oaidawn Cemetery located near Gettysbdrg, Pennsylvania. I bring to the attention of my personal representative that my casket and vault have been paid for by me to Oaidawn Cemetery 2. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to my husband, JOSIAH F. DUM, his heirs and 'assigns, to the exclusion of my children, born and unborn, provided my said husband, JOSIAH,F.DUM shall survive me by a period of ninety (90) days. 3. Should my said husband, JOSIAH F. DLrM predecease me or fail to survive me by the aforesaid period of ninety (90) days, then in such event all of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath in equal shares to such of my two children and such of my husband's four children as shall survive me by a period of ninety (90) days, their heirs and assigns, but should any of the hereinafter named six children fail to so survive me, then the share such deceased person would have received shall pass to such of his or her issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue the same shall lapse and be divided equally among the shares of the remaining children, per stitpes. My two children are DEBRA K. COPENHAVER and JANE L. SMITH. The four children of my husband, Josiah F. Dum ere GERALD A. DUM, JOHN LANNY DUKE, who was previously known as LANNY J. DUM, KENNETH L. DUM, and JACIE G. MILLER. 4. I hereby nominate, constitute and appoint my said husband, JOSIAH F. DUM as Executor of this my Last Will and Testament, but should he predecease me or fail to qualify or cease serving as such, then in such e,vent I nominate, constitute and appoint my daughter DEBRA K. COPENHAVER and my husband s daughter JACIE G. MILLER as alternate or successor Co- E~xecutors, and I further direct that none of them shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. I further direct that the compensation as Co-Executors of my daughter, DEBRA K. COPENHAVER and of my husband s daughter, JACIE Cl. MILLER sha 1 be $10,000.00 each. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on one (1) page, this 14th day of May, 2002. CLARA S. DUM Signed, sealed, published, and declared by CLARA S. DUM, the Testatrix above named, as and for her Last Will and Testamant, in oar presence, who, in hes presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/10/2005 FREY ROBERT M 5 S HANOVER STREET CARLISLE, PA 17013 RE: Estate of DUM JOSIAH F File Number: 2003-00310 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 2/04/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER ~ REGISTER OF WILLS cc: File Personal Representative(s) Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: JOSIAH F. DUM Date of Death: February 4. 2003 Will No. Admin. No. 21-03-00310 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 ( x ) 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 2005 3. If the answer to No. 1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes ( ) No ( ) (b)The separate Orphans' Court no. (if any) for the personal representative's account is: (c)Did the personal representative state an account informally to the parties in interest? Yes (X) No ( ) (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: January 12,2005 ~/~r~.4 '-~-~_ '"~_n~ Signature Robert M. Frev Name (Please type or print) 5 South ~anover Street, Carlisle PA 17013 ~ .... ~ ,:: ADDRESS ~.~ ~ ~:. ~:,~ (717) 243-5838 , .... ~ o ~> ~:- Telephone No. ::~ ~::.:: :: apacity: ( ) Person~ Representative :-,: ......: - -::- ( X ) Counsel for personal represen~tive z ~ .Irvol c...e.. Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kj~S.Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: ROBERT M FREY ESQ 5 SOUTH HANOVER ST InvoiceNo: Invoice Date: Estate of: Estate No: 152 1/5/2005 TOSIAHF. DUM 21-03-0310 JA CARLISLE, PA 17013 Qty 1 Fee Description Additional Probate Fee 35.00 Total $35.00 Total: $35.00 Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. 19 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN '* BUREAU OF INDIVIDU~~1~X~ INHERITANCE TAX DIYISIOltv ' PO BOX Z80601 '::'~ HARRISBURG PA 171Z8-0601'- REY-1U4 EX AFP 112-D41 03-07-2005 DUM JR 02-04-2003 21 03-0310 CUMBERLAND 209-28-9107 03134988 Allount Rellitted JOSIAH F SARENA CtjMSMItfi 427 DOGWOOD CT CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLEI PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1604 EX AFP (01-03) -- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __ DATE 03-07-2005 ESTATE OF DUM JR JOSIAH F DATE OF DEATH 02-04-2003 COUNTY CUMBERLAND FILE NO. 21 03-0310 ADJUSTMENT BASED ON: S.S/D.C. NO. 209-28-9107 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION ACN 03134988 FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 5000971301 TYPE OF ACCOUNT: () SAVINGS (X) CHECKING () TRUST () TIME CERTIFICATE DATE ESTABLISHED 01-21-1997 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due .00 0.166 .00 .00 .00 .45 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ADDRESS SHOWN ABOVE. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." 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 nn . IF PAID AFTER THIS DATEI SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1470 EX (6-88) '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME JOSIAH DUM,JR REVIEWED BY SCHEDULE ITEM NO. INHERITANCE TAX EXPLANATION OF CHANGES EXPLANATION OF CHANGES FILE NUMBER ACN 2103-0310 03134988 The above referenced ACN has been reduced to zero, as this account was reported on the probate return. Paqe 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAt\:1~~E$ ,: INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 '* NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP 112-10 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-14-2005 DUM JR 02-04-2003 21 03-0310 CUMBERLAND 101 F n:Li7 ROBERT foCElRty::: FREY & TILEY 5 S HANOVER ST CARLISLE PA 17013 JOSIAH Allount Rellitted 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 ~ RE-V =r!1;'1'-EX--AFP--nr=6!'--Noi'-t'CE-OF-INHErtI-flilcE-i'A'x-l.pPRAt'SEM-€N'~--A[towlNCE-ciR-----_._----- - -_. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DUM JR JOSIAH F FILE NO. 21 03-0310 ACN 101 DATE 03-14-2005 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 377.706.00 .00 .00 .00 57.627.00 242.141.00 (8) NOTE: To insure proper credit to your account. submit the upper portion of this forll with your tax paYllent. 677.474.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 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 B rate (18) 19. Principal Tax Due 21.462.00 .00 (11) (12) (13) (14) (9) (10) 21.462 00 656.012.00 .00 656.012.00 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. 656.012.00 X 00 = .00 X 045 = .00 X 12 = .00 X 15 = (19)= .00 .00 .00 .00 .00 TAX CREDITS: ".......... . (+J 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 DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 1/04/2006 FREY ROBERT M 5 S HANOVER STREET CARLISLE, PA 17013 RE: Estate of DUM JOSIAH F File Number: 2003-00310 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 2/04/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~AJ.~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge uz STATUS REPORT UNDER RULE 6.12 Name of Decedent: Josiah F. Dum Date of Death: February 4, 2003 Will No. Admin. No. 21-03-0310 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 (X ) 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: March 2006 3. If the answer to No.1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes () No ( ). (b) The separate Orphans' Court no. (if any) for the personal representative's account is: (c) Did the personal representative state an account informally to the parties in interest? Yes () No ( ) (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: January 9, 2006 ~~-/41. '~~ Signature Robert M. Frey Name (Please type or print) 5 South Hanover Street Carlisle. Pa 17013 Address .,~ -'-.i (717) 243-5838 Telephone No. Capacity: ( ) Personal Representative ( X ) Counsel for personal representative ~1-/ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (71 7) 240 - 6345 Date: 1/25/2007 - FREY ROBERT M 5 S HANOVER STREET CARLISLE, PA 17013 RE: Estate of DUM JOSIAH F File Number: 2003-00310 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. -- This filing is due by: 2/04/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~w~ ..-." Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) ,.", ..... Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (71 7) 240 - 6345 Date: 1/25/2007 DUM CLARA S 427 DOGWOOD COURT CARLISLE, PA 17013 RE: Estate of DUM JOSIAH F File Number: 2003-00310 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. ... As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing lS due by: 2/04/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~~ (j Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel \ Pa. O.C.Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYL VANIA i""'....) ,'--,. o =r:J -1.'] - ~':: (~, 'e;;.;, -... Name of Decedent: Josiah F. Dum AKA Josiah F. Dum, Jr. :~ Date of Death: February 4, 2003 File Number: --'GJ N dJ - 03....0.0-3 trf -.J":: ~ 1) _._,:"j Pursu~t to Pa. O.C Rule 6.12, I report the following with respect to completion oftlle a~inisf:gttionqfi l the above-captioned estate: c, 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . . . UYes 0 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 representa~~y:~Jile a final account with the Court? . . . . . ., 0 Yes Ii) 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? ............................... (2g Yes 0 No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date ~ .11_ -~ Signature of Person Filing this Form Capacity: 0 Personal Representative Q9 Counsel Robert M. Frey Name of Person Filing this Form 5 South Hanover Street Address Carlisle PA 17013 (717)243-5838 Telephone FormRW-JO rev. 10.13.06 \ .~ 'B ~ I 0 ~ ~ I'- ~ 0)0 ~ 0 'It II! ~~ ~ .... I ('~f)C w - _ _...1 ~ - 'it 1:$ 0 1 - ijl' o~ 8 ' j, u' W 'It - i~~~ 0 li'l .-t = IIJ III - # lX)~ pH 1?.lO!:: n, W 0 - - ~ (4 ~ ~ . . -J II I( '('(HJ 110 0 - 1l01l I - - WO<I. (Jl ~ ~ <(:6fij (' f C:l[/ " o <I. 3 rl - Z tl C" - ......6",.,. ~~::! vL!_1 L \ <,so 010<( ORFH/' W(,IJO 0 - O.1.LIN('\ 0 0 ::E i ,;.' (/HIIl.. <j( - - - II owo = I-.JI- - m - Z<I.W ,.. - - Q:tl.J ~ - - .... :>wm ~ - - I'- 1-> <I. (,lI - .... WHZ (l) - = tl.J:> (l) = W (l) 0 .-t - ~ 0 = l- I'- - W 0 .-t H Z - x - H U Z ill (::) .- ri) r-f) .() '" (-irl 0:::0 ~J c- Orl U - ... := o ',,) Ul q ~ Op.., ~~w ~ r..'J ....:1 f--l 0 Cf} UQH 1--=1 :?: r-- 0::: :::J ('J ~ Q~U ~ := n: -ae ;;~~~~ ..0 eo.. I"e ro f'fl : e ~ &~ Elg"""' ;i :: ~ ~ ~ ~ E t~~.,g- " e',,)'Q~~ ~'~no) ~ ~ ~ 8 ~ n::= .- ~~g~~ E e ',,) 0 u i~ 'Q ... ~ ~ & ~ ~ (Jl (l) ,:(!) (N ,'fj I.a It':: (\1 I .:::' 1'" I.f\ N .i" (V) ..... .::) r'" ..... PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of Josiah F. Dum File Number 21-03-0310 also known as Josiah 1<: Dum, Jr. , Deceased Social Security 209-28-9107 Petitioner(s) who is/are 18 years of age or older, apply(ies) for: Sucessor Executors named in the last Will of the Decedent dated May 14,2002 and codicil(s) dated Clara S. Dum, the Executrix named in said Last Will and Testament of Josiah F. Dum, Jr. died on December 26, 2003. (state relevant Circumstances, e.g. renUnCiatIOn, death ot executor, etc.) Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the instrument(s) offered for probate, was not the victim of a killing and was never adjudicated an incapacitated person: No Exceptions I J 8. Grant of letters of Administration d.b.n.c.t.a. (If applicable enter: c.t.a.; d.b.n.c.t.a.; endente lite; durante absentia; durante minOT/tate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: (If Administration, c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) Name Relationship ReSidence Decedent then 7S(Date of Birth of November 27, 1927 years of age died on Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) (If not domiciled in Pa.) (If not domiciled in Pa.) Value of real estate in Pennsylvania situated as follows: 2/4/03 Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of Letters in the a ro riate form to the undersi ned: I nature ADDRESS 1 NAME2 ADDRESS2 NAME3 ADDRESS3 PA 17024 I C,"; po,) -,:- W Page , of 2 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition are true and corn: to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. ~" I \.1) \ 7' r Jr. '7'1:iA" Jac. G. Miller -f> D".h1L. K. ~IA/~/}'~ Debra K. Copenhaver File Number: lJ- 03 -00\0 ~_. _J Estate of Josiah F. Dum, Jr. , Deceased \., Social Security Number: 209-28-9107 Date of Death --:-:-:4-Dec-03 r'_J ~ ,2001 in consideration of the Petition, satisfactory proof';' IT IS DECREED that Letters of Administration d.b.n.c.t.a. Jade G. Miller and Debra K. Copenhaver in the above estate and that the instrument(s) dated May 14,2002 described in thte Petition to be admitted to probate and filed of record as the las Will (and Codkil(s),ofI;>ecedent) AND NOW ~~ having been presented before me, are hereby granted to " ". FEES ~ ktW-n1A~Xl~~j~~%~ Register of Wills_ .'. .'. -, - _ ~ Signature Letters ;<(). 00 Short Certificates Q, 0-0 Renunciation Attorney Name Robert M. Frey Sup. Ct. J.D. No 6274 Address: 5 South Hanover Street Carlisle, Pennsylvania 17013 Telephone: (717) 243-5838 TOTAL... 0{;2. CO Page 2 of 2