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Home My WebLink About04-0742 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: James M. Wylie Date of Death: August 5, 2004 Estate No. 21-04-742 To the Register: I certify that notice of 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 12, 2004. Name Address 1. James M. Wylie, Jr. 408 Pine Road, P. O. Box 76 Mt. Holly Springs, PA 17065 2. David C. Wylie 2848 Ash Street San Diego, CA 92102 3. Jan E. Thomas 36 Louisiana Drive Little Egg Harbor, NJ 08087 4. Gale R. Dragone 21-12 23rd Terrace Astoria, Queens New York, NY 11105 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Date: August 12, 2004 e F. Shugha~tJ ~3~. 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone {717) 241-4311 ~_~ Capacity: Counsel for Personal Representative ~ James M. Wylie, Jr. I'ICI-I'I'ION I"()R PROBATE and GRANT OF LETTERS l~a;~' ol JAMES M, WYL_IE Ne. _ SOC'i(I/ k't'C'llt'l[~ NO. ~ 6 2-- 1 8-- 3 2 7 6 Common~eahh of PelH~x inthct~stx~i~}o~thcabo~edccedcnt, da~cd ~te~b~ 2~ ~997 alld codicil(9 detect September 8,~Q~ I)eccndcm ~a~ domiciled al death in Cumber land ~ (~ounly, Penns}l~ania, with lam I'amil~ orprincipalresidm~cca~ 131~North P~ ~r~ Bnroug~ of C~i~e, Cumber1 an& Connry~A~7013 Decendent, then ~2 ~earsot'a~e,. died A at Cumberland CrosSings Retirement C~mmunity, C~lisl~ PA Except a~ k~lloxx s. decedent did not marry, ~as not divorced and did not have ~ch~ d bor~ adop ed atter cxecmion oi thc ~ill offered !or p~nbalc; was no~ thc victim ol a killing andTwas ne~c~iudicated Decendcnt at death o~ned p c per ~ ~ith eslhnated xalues as tollo~xs: (If domiciled in Pa.) All personal propcrD (If not domiciled in Pa.) Personal p~opert~ io Pennsyhalfia $ (If not dondciled in Pa.) Persona property in Count~ Value ot real estate m Penn?lxaoia $ situalcd as I'olln~xs: 1311 North PStt Street Carl~sle~ PA 17013 WHEREFORE, Det~tinncv s) ~espectt'ully request(s) the p~obate of the last ~ill and codicil(9 p~csented herex~ith and the g~ant of letlc~s Testamentary ~E /408 Pin~ Road ;C ~ ~ Mt. ~o]ly SprJngs, PA L7~65 OA1'tt OF PERSONAl, REPRESENTATIVE COMMON~ EALTH OF PENNS'~ LVANIA ( OUNI'~ 01: CUMBERLAND f Ss [lac pcfidoncm(~) aboxcmamcd ~x~cal(s) or atlirm(~) fl~at the slatemems in thc foregoing petition arc talixcls) oi Ibc abo~ e deccdmn petitioner(s) ~ill ~al~ tsulbadmlntslcr [~cslate according to la~. Au~ust,,~O04 ,- ~ ] /James M.,/Wy~i~. No. Estate Of JAMES M. WYLIE , Deceased DECREE OF PROBATE AND GRANT OF LETTERS ANDNOW[,~k,>,t ~,:~.41] It ~ 2004 XII~X 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 September 23, 1997 and September 8, described therein be admitted to probate and filed of record as the last will of 2003 JANES M. WYLIE and Letters TESTAMENTARY ; are hereby granted to JAMES M. WYLIE, JR. Probate, Letters, Etc .......... SA( ,( ( Dale F. Shughart, Jr. Short Certificates(5) .......... $ Cl - ~ A~ORNEY (Sup. Ct. I.D. No.) 1 9 q 7 3 35 East High Street, Suzle 203 ~n .~..17~..~ S jk~ ~ Carlisle, PA 17013 ADDRESS TOTAL S ' ~: -'.: ~ · -* ' ' (717) 241-4311 Filed .... ~, ~ { - PHONE -- r"!- CD 0_;1;' ~ ':1,-;;S ~5~ ~ o.~ -:I~ <! 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'P' ~g~ Cfl rcjOd tti>-<J"" ~ " .z.0 Cfl~~ "'<'?t'" S:;rIrI 'PCflt'i .z.t'" riM 'P~ ~ ,..., ~ o o c:::'. ~ o >-<J o o ~ oq t'i >;;0 ~~ Cflf-drcj ,...,~t'" ~ '2'. t11 tti Cfl_ &. .z. 000 . 0 >-<J c:::'.o t,::.~~ bO~ .;:-r-\~ ,'c'c:. or-lc -.JCfl~ .;:- r-\ ~~ NOt? .z.o o ~ ,..., ...<. rcj ~ ~ Cfl ...<. s:; ~ r-l 'P .lri i~i~j;.,,,i;~1&.;~~',;;~~:;," --~~ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NO. 21-04-0742 ESTATE OF JAMES M. WYLIE LATE OF THE BOROUGH OF CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA FIRST AND FINAL ACCOUNT OF JAMES M. WYLIE, JR., EXECUTOR DATE OF DEATH: LETTERS GRANTED: FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETTERS ACCOUNTING FOR THE PERIOD: August 5, 2004 August 11, 2004 August 27, 2004 August 5, 2004 to November 30, 2005 Purpose of the Account: James M. Wylie, Jr., Executor, offers this accounting to acquaint interested parties with the transactions that have occurred during his administration. The Account also indicates the proposed distribution of the Estate. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: Dale F. Shughart, Jr., Esquire 35 East High Street, S1f-~te 203~ Carlisle, PA 17013 .--"- ;:;; (717) 241-4311 ~ Attorney for Estate -. I C;) -=0 f'i'j -;q , r.-") 1-" , i':::') :":"~iIl c} '=8 C-) ___ITl I') 1_0 N -...I -1- Ll' SUMMARY OF ACCOUNT AND INDEX Principal Paqes Receipts Adjustments and Capital Gains Less Disbursements Reserves Principal Balance Before Distributions Distributions to Beneficiaries Principal Balance for Distribution 2,3 3 4,5,6 7 7 7 7 Income Receipts 8 Less Disbursements 9 Income Balance for Distribution 9 Combined Balance For Distribution 9 Schedule of Proposed Distributions 10 RECEIPTS OF PRINCIPAL Real Property: House and lot located at 1311 North pitt Street, Carlisle, PA. Tax Parcel #06-1371-009E. $ 87,000.00 Personal Property: 1. 4060.229 shares VanKampden PA Tax Free Fund A 2. 6803.692 shares Franklin Pennsylvania Tax Free Income Fund 329-2600. 3. 6,593.5490 shares Dreyfus PA Intermediate Muni Bond Fund 0000105 4. Household goods, furniture and furnishings sold at public sale. 5. Household goods, furniture and furnishings distributed in kind. 6. 1994 Nissan Pathfinder SE. 7. Bank of America checking account #7476052666 8. PSECU Regular Share account #0162183276 9. PNC Bank, checking account #5140194292 10. Patriot News, refund 11. The Sentinel, refund 12. Wachovia Securities, Money Market Account #8618-8087 13. USAA Subscriber Savings, refunds and subscriber savings 14. Tax proration on sale of real estate -2- $ 86, 884 . 13 $70,146.06 $ 90,133.81 $ 953.00 $ 2,417.25 $ 4,730.00 $ 8,377.17 $ 1,613.58 $ 7,780.26 $ 28.05 $ 25.11 $ .23 $ 2,240.12 $ 553.84 15. U.S. Treasury, 2004 income tax, refund 16. Commonwealth of PA, final retirement pay 17. Sprint, refund 18. Defense Finance Service, final Air Force Retirement pay 18. U.S. Treasury, Veterans life insurance $ 4,995.00 $ 162.70 $ 1.87 $ 493.68 $ 10,310.68 TOTAL RECEIPTS OF PRINCIPAL $378,846.54 ADJUSTMENT TO INVENTORY GAINS/(LOSSES) USAA, actual final subscriber savings and refunds, totaled $2,050.65 reported on Inventory as $2,240.12 (Adjustment) ($ 189.47) Defense Finance Center Air Force Retirement pay distributed directly to Beneficiaries (Adjustment) Additional a. b. c. d. receipts of principal Air Force Assn Subscription refund Newsweek Subscription refund Seabury & Smith, insurance Andorra Radiology, refund ($ 493.68) 31.50 21.34 85.00 11.65 $ 149.47 ($ 533.66) $378,312.88 TOTAL ADJUSTMENTS PRINCIPAL RECEIPTS AFTER ADJUSTMENTS GAINS (LOSSES) ON SALE AND OTHER DISBURSEMENTS: 1. Gain on sale of VanKamden PA Tax Free Income Fund 2. Gain on sale of Franklin PA Tax Free Income Fund 3. Gain on sale of Dreyfus Intermediate Muni Bond Fund TOTAL PRINCIPAL RECEIPTS AND CAPITAL GAINS $ 1,669.88 $ 1,156.63 $ 989.04 $ 3,815.55 $382,128.43 TOTAL GAIN (LOSS) ON SALE OF SECURITIES -3- Date 08/05/04 08/05/04 08/05/04 08/27/04 08/27/04 08/27/04 08/27/04 08/27/04 08/27/04 08/28/04 08/28/04 08/28/04 08-31/04 09/11/04 09/11/04 09/11/04 09/11/04 09/11/04 09/11/04 09/11/04 09/11/04 09/11/04 09/24/04 09/26/04 09/26/04 09/26/04 09/26/04 10/03/04 10/16/04 10/10/04 10/10/04 10/10/04 10/13/04 ~ 931 933 934 DISBURSEMENTS OF PRINCIPAL Payee David Hartzell,M.D., medical (written before death) Gust Lee, lawn care (written before death) Sprint, phone (written before death) IBIS Appraisals, appraisal of personal property James Wylie, Jr., reimburse funeral expenses. 3 USAA, insurance premium 4 USAA, Savings Bank, credit card 5 PPL Electric Utilities, electric 6 Borough of Carlisle, sewer and water 7 Cumberland Crossings, nursing care 8 Cumberland Crossings, nursing care 9 Verizon Wireless, cell phone 10 Diversified Appraisal Services, real estate appraisal. Dale Shughart, costs $130.50, fees $2,415 Allenberry, family reception $ Gust Lee, yard care $ Cumberland Crossings, nursing care $ USAA, insurance premium $ Borough of Carlisle, sewer and water $ Sprint, phone $ USAA Savings Bank, credit card $ Selco, electric repairs $ Tuckey, ac repairs $ Gust Lee, yard care $ Verizon Wireless, cell phone $ PPL, electric $ Borough of Carlisle, sewer and water $ Hoffman-Roth Funeral Home, funeral bill $ Dale Shughart, Jr., costs $214.63 $ fees $2,975.00 Continuing Care Rx, medicine USAA, insurance Sprint, phone James Wylie, Jr, POA services $510 Janet, yard care and cleaning prior to death $480, expense reimbursement $153.09 1 2 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 -4- Amount $ 20.00 $ 10.00 $ 62.82 $ 180.00 $ 200.00 $ 35.41 $ 17.95 $ 47.88 $ 16.18 $ 1,031.32 $ 3,080.82 $ 62.22 $ 275.00 $ 2,545.50 986.35 30.00 9.85 35.46 16.18 44.70 44.08 153.54 686.26 10.00 39.30 47.85 19.64 1,341.76 3,189.63 $ $ $ 31.90 15.37 40.41 $ 1,143.09 11/04/04 11/06/04 11/06/04 11/06/04 11/06/04 11/06/04 11/06/04 11/14/04 11/16/04 11/16/04 11/17/04 11/22/04 11/23/04 11/23/04 11/24/04 11/23/04 12/06/04 12/06/04 12/06/04 12/03/04 12/10/04 12/17/04 12/17/04 12/29/04 01/07/05 01/09/05 01/09/05 01/11/05 01/11/05 01/11/05 01/16/05 01/30/05 01/30/05 02/05/05 02/05/05 02/09/05 02/10/05 02/10/05 03/03/05 03/02/05 03/05/05 03/05/05 03/05/05 03/05/05 03/06/05 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 Register of Wills, Agent PA Inheritance taxes Gust Lee, yard care Borough of Carlisle, sewer and water PPL, electric Sprint, phone Verizon Wireless, cell phone Dale Shughart, costs $3.00 fees $1,470 James Wylie, Jr., expense reimbursement $ USAA, insurance $ Hilton Lock Service, new locks $ Cumberland Valley Tree Service $ tree removal Lowe's, window well cover Jim Stokes, repair front pillars Janet Wylie, labor Verizon Wireless, cell phone Edgar J. Siptroth, Jr., Constable service Borough of Carlisle, sewer and water $ PPL, electric $ Sprint, phone $ USAA, insurance $ Dale Shughart, fees $ West Shore EMS, ambulance $ Suncrest Gardens, landscaping $ Verizon Wireless, cell phone $ Sprint, phone $ James Wylie, Jr., expense reimbursement $ Janet Wylie, labor $ PPL, electric $ Borough of Carlisle, sewer and water $ Dale Shughart, fees $ USAA, insurance $ Gust Lee, snow removal $ Verizon Wireless, cell phone $ Dale Shughart, fees $ Gust Lee, snow removal $ USAA, insurance $ Sprint, phone $ Borough of Carlisle, sewer and water $ Gust Lee, snow removal $ PPL, electric $ Verizon Wireless, cell phone $ Sprint, phone $ David Shelby, trash removal $ UPS Store, shipping to Gale $ Borough of Carlisle, sewer and water $ -5- $12,875.00 $ 10.00 $ 16.18 $ 47.88 $ 29.29 $ 30.64 $ 1,473.00 89.75 15.37 79.01 138.00 $ $ $ $ $ 15.87 148.65 22.50 30.17 90.00 16.18 47.84 29.29 153.58 1,837.50 93.10 953.20 30.17 29.10 93.41 30.00 47.84 16.18 105.00 152.40 30.00 30.25 595.00 15.00 174.02 29.79 16.18 45.00 35.08 31.90 29.79 275.00 86.67 16.18 03/06/05 03/06/05 03/10/05 03/11/05 03/12/05 03/12/05 03/12/05 03/21/05 03/31/05 03/31/05 03/31/05 03/31/05 03/31/05 04/05/05 04/11/05 04/14/05 04/25/05 04/25/05 04/25/05 04/25/05 04/25/05 05/03/05 06/14/05 07/06/05 07/20/05 08/16/05 09/13/05 11/16/05 11/16/05 SUBTOTAL - 216 Andorra Radiology Assoc. P.C., medical bill 217 Dale Shughart, fees 218 UPS Store, shipping to Dave 219 Zeiglers Storage & Transfer, Inc., shipping to Gale 220 PPL, electric 221 Verizon Wireless, cell phone 222 David Wylie, reimburse cost of shipping paid to Zeiglers by David Rowe's Auction Service, commission (withheld) Wolfe & Shearer, realtor's commission (withheld at settlement) B-H Agency, realtor's commission (withheld at settlement) Recorder of Deeds, transfer tax (withheld at settlement) Darlene Moyer, Tax Collector, 2005 county/borough taxes (withheld at settlement) Carlisle Borough, sewer and water (withheld at settlement) 223 Dale Shughart, fees 224 PPL, electric 225 PA Dept of Revenue, 2004 income tax 226 Janet Wylie, labor 228 James Wylie, Jr., reimburse expenses 232 Bonnie Coyle, notary fees 233 Register of Wills, filing/probate fees 234 Register of Wills, Agent inheritance taxes 235 Dale Shughart, costs $34; fees $1,960 236 Dale Shughart, fees 237 PNC Bank, safe deposit box rent 238 Register of Wills, Agent, Inheritance Taxes 239 Dale F. Shughart, Jr., legal fees 240 Dale F. Shughart, Jr., legal fees 242 Group's Tax and Payroll, Fiduciary Tax Returns 243 PA Department of Revenue, State income tax -6- $ 11.65 $ 832.50 $ 21.65 $ 1,357.95 $ 54.00 $ 30.25 $ 1,521.15 $ 333.00 $ 2,150.00 $ 2,200.00 $ 870.00 $ 438.30 $ 16.18 $ 840.00 $ 131. 92 $ 2.00 $ 37.50 $ 192.52 $ 25.00 $ 255.00 $ 310.89 $ 1,994.00 $ 472.50 $ 30.00 $ 84.88 $ 1,995.00 $ 595.00 $ 350.00 $ 108.00 $52;658.27 Reserve for the following: James M. Wylie, Jr., Executor's commission Dale F. Shughart, Jr., final legal fees, (estimated) Group's Tax & Payroll, prepare Fiduciary Income Tax Returns and pay state income taxes (2 years), estimate Register of Wills, Agent Filing fees and costs associated with Account (estimated) SUBTOTAL - TOTAL DISBURSEMENTS OF PRINCIPAL PRINCIPAL BALANCE BEFORE DISTRIBUTIONS DISTRIBUTION TO BENEFICIARIES David C. Wylie, Beneficiary of 1/4 of Estate under Item II of will In Kind In cash Check #231 Total - Gale R. Dragone, Beneficiary of 1/4 of Estate under Item II of will In Kind In cash Check #229 Total - Jan E. Thomas, Beneficiary of 1/4 of Estate under Item II of will In Kind In cash Check #230 Total - James M. Wylie, Jr., Beneficiary of 1/4 of Estate under Item II of will In Kind Total - TOTAL DISTRIBUTIONS TO BENEFICIARIES TOTAL DISBURSEMENTS AND DISTRIBUTIONS REMAINING PRINCIPAL BALANCE FOR DISTRIBUTION -7- $14,350.00 $ 2,000.00 $ 500.00 $ 500.00 $17,350.00 $70,008.27 $312,120.16 $ 1,402.50 $ 3,790.50 $ 5,193.00 $ 493.75 $ 4,699.25 $ 5,193.00 $ 58.00 $ 5,135.00 $ 5,193.00 $ 5,193.00 $ 5,193.00 $20,772.00 $90,780.27 $291,348.16 RECEIPTS OF INCOME INTEREST - PERSONAL ACCOUNTS 2004 Bank of America #7476052666 PSECU #0162183276 PNC #5140194292 TOTAL PERSONAL INTEREST DIVIDENDS AND CAPITAL GAINS ON PERSONAL SECURITIES 2004 Dreyfus PA Interest Muni Bond Fund #0105-3360096373 08/31/04 - Dividend reinvest 09/30/04 - Dividend reinvest 10/13/04 - Cash dividend Short term Capital Gain on 8/31 Dividend Reinvest Short term Capital Gain on 9/30 Dividend Reinvest Total - Vankampden Tax Free Income Fund (Wachovia Securities #81 18-3067) 09/02/04 - Dividend reinvest 10/02/04 - Dividend reinvest 10/27/04. - Dividend 10/27/04 - Cash sweep 10/27/04 - Short term gain on 9/2 dividend reinvest 10/27/04 - Short term gain on 10/2 dividend reinvest Total Franklin PA Tax Free Income Fund #329-2600 08/19/04 - Dividend reinvest 10/02/04 - Dividend reinvest 10/27/04 - Cash sweep 10/27/04 - Short term gain on 9/2 dividend reinvest dividend reinvest 10/18/04 - Short term gain on sale of 9/17 dividend reinvest Total - TOTAL DIVIDENDS AND CAPITAL GAINS ON SECURITIES -8- $ $ $ $ 2.86 2.33 .41 5.60 $ $ $ $ $ $ 285.61 269.40 114.85 .21 .38 670.46 $ $ $ $ $ $ $ 288.35 299.45 252.16 1. 95 1. 54 2.33 845.78 $ 227.24 $ $ 252.16 $ 1. 95 $ .44 $ 686.59 $ 2,202.83 INTEREST ESTATE ACCOUNTS Navy Federal Credit Union Account #3970041 2004 Share Savings Dividends 2004 Share CK Dividends 2005 Share Savings Dividends to 11/16/05 2005 Share Dividends to 11/16/05 M & T Market Advantage Account #15004211167231 2005 interest to 10/1/05 PNC Ready Access CD #31900250418 2004 AND 2005 interest to 11/14/05 Orrstown Bank Premium Money Market Acct #106800241 2004 interest 2005 interest to 11/4/05 TOTAL INTEREST TO DATE ON ESTATE ACCOUNTS TOTAL INCOME DISBURSEMENTS OF INCOME: Wachovia Securities, transaction fee PA Department of Revenue, reserved for estimated income taxes TOTAL DISBURSEMENTS BALANCE OF INCOME FOR DISTRIBUTION COMBINED BALANCE FOR DISTRIBUTION (Principal 291,348.16; Income 7,217.10) -9- $ $ $ $ $ 1,026.94 39.51 123.07 530.87 56.08 $ 2,092.81 $ 106.20 $ 1.289.19 $ 5,264.67 $ 7,473.10 $ 6.00 $ 250.00 $ 256.00 $ 7,217.10 $298.565.26 PROPOSED DISTRIBUTIONS TO BENEFICIARIES AFTER ACCOUNT CONFIRMATION David C. Wylie, Beneficiary One-quarter residuary estate under Item II of will. Principal, in Cash. Income, in cash Total Distribution $ 72,837.04 $ 1,804.27 $ 74,641.31 Gale R. Dragone, Beneficiary One-quarter residuary estate under Item II of will. Principal, in Cash. Income, in cash Total Distribution $ 72,837.04 $ 1,804.28 $ 74,641.32 Jan E. Thomas, Beneficiary One-quarter residuary estate under Item II of will. Principal, in Cash. Income, in cash $ 72,837.04 $ 1,804.28 Total Distribution $ 74,641.32 James M. Wylie, Jr., Beneficiary One-quarter residuary estate under Item II of will. Principal, in Cash. Income, in cash Total Distribution $ 72,837.04 $ 1,804.27 $ 74,641.31 Total proposed distribution of principal and income - $298,565.26 -10- James M. Wylie, Jr., Executor of the Estate of James M. Wylie, deceased, hereby declare under oath that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account and Schedule of Distribution is true and correct and fully discloses all significant transactions occurring during the accounting period, that all known claims against the Estate have been paid in full, that to his knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. Sworn ~~~ sUbscrib~fore me, this ~ day of ~ ..I, 2005. ~~XT NOTARIAL SEAL BONNIE L. COYLE. NOTARY PUBLIC BORO OF CARLISLE. CUMBERLAND CO. PA MY COMMISSION EXPIRES OCTOBER 17. 2006 -11- C~R'r~K~AT~ O~ DEA'rH s 82 ~ .6,1921 ~11o, PA I~'. I ~' ~ ~ ~ ~ ~ ~rl~d S. Mi~leton ~. ~rland Crossings Retlre~nt I~'''~'~e~ .... Si~R~FUNE~LSERVI~CEN~E[ORpERSONACT~NG~SSU%H ' [~IC%NSENUMBER ' INmEANDAOORESSOFFACILIR Hoff~-~oth ~eral~ ,x.~ ~ ~ ~ Inb. O131~ L ~ 219 N. Hanover St., ~rllsle, Pa 170 LAST WILL AND TEST/LMENT OF JAMES M. WYLIE I, James M. Wylie, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that my just debts, funeral expenses, and the expenses of the administration of my estate, '.l~!uding any state, federal or other death taxes payable becauSe?of death, shall be paid from my residuary estate as soon as pract~able after my decease, as a part of the expense of the adminNstration of my estate. ~ . ITEM II: I devise and bequeath all of my estate of every nature and wherever situate in equal shares onto my four (4) children, James M. Wylie, Jr., David C. Wylie, Jan E. Thomas, and Gale R. Dragone, provided, however, that the share of any of my said children who predeceases me or dies on or before the thirtieth day following my death shall be distributed to his or her issue, per stirpes, living on the thirty-first day following my death and in default of such then living issue, such share shall be added to the shares of my then living children and the issue, per stirpes, of my then deceased children. ITEM III: I direct that my children may, upon their mutual agreement, accept an in kind distribution of my real property located at 1311 North Pitt Street, Carlisle, Cumberland County, Pennsylvania, jointly as equal tenants in common. Should less than all of my children wish te accept an in kind distribution of my real property, but should one or mere of my children nevertheless wish te accept an in kind distribution ef their respective interest in such real property, such child or children may de so provided they purchase from my estate the remaining interest in said real estate attributable te my ether children er their issue. In such latter event, my Executors shall retain a qualified SPA appraiser te appraise the fair market value ef said real estate as ef the date ef my death, which shall conclusively establish the total value ef said real estate. Payment ef the purchase price for the interests ef my children who do net wish an in kind distribution and for the issue ef deceased children shall be made te my estate in accordance with the terms and conditions hereof consistent with customary practice in Cumberland County at the time ef my death. Any such request te purchase my real estate in accordance with this Item shall be made in writing te my Executors within three months of the date ef my death and settlement thereon shall be completed within three months of the date ef the appraisal obtained by my Executors. ITEM IV: I direct that my children may accept distribution in kind ef my ~angible personal property. I direct that any items which any of my children desire to receive in kind shall be appraised by a qualified appraiser selected by my Executors, which shall fix the value of such items for distribution. My children shall then alternatively select individual pieces or sets until all such items have been divided among them. I direct that the value of all items of tangible property selected by each child shall be reflected in the total value received by each under Item II of this my Last Will and Testament so that each child's share in the total estate shall be equal. ITEM V: Should any person entitled to a share of my Estate not have attained the age of twenty-one (21) years at the time of distribution to him or her, I devise and bequeath the share of such person to my Trustee hereinafter named, IN SEPARATE TRUST, to hold, manage, invest and reinvest the shares so received and the accumulation of income thereon, and to use and apply the income and principal, or so much thereof as, in the sole discretion of my Trustee, may be necessary or appropriate for such beneficiary's support, health and medical care, and education (including college education, both undergraduate and graduate) or to make payment for these purposes, without further obligation or responsibility to see to the proper expenditure thereof, directly to such beneficiary or to any person taking care of such beneficiaryt My Trustee shall have sole and absolute discretaion in determining whether such expenditures are several distributions of income and principal thereof, whichever my Trustee shall deem advisable. b. No beneficial interest under the Trusts whether in income or principal, shall be subject to anticipation assignment, pledge, sale or transfer in any manner, nor shall any beneficiary have the power to anticipate, encumber or charge such interest, nor shall such interest, while in the possession of my Trustee, be liable for or subject to the debts, contracts, obligations, liabilities or torts of any beneficiary. ITEM VII: I appoint PNC Bank, of Carlisle, Pennsylvania, Trustee of the Trust created in Item V hereof. ITEM VIII: I appoint my son, James M. Wylie, Jr. and my son, David C. Wylie, Executors of this my last Will and Testament. Should either son fail to qualify or cease to act as Executor, I direct that my other son shall serve as sole Executor of this my last Will and Testament. ITEM IX: I direct that my personal representative, as well as her successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this day of September, 1997. [SEAL] The preceding instrument, consisting of five (5) typewritten pages, each identified by the signature of the Testator, was on the date thereof, signed, published and declared by James M. Wylie, the Testator therein named, as and for his last Will, 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, l? ~/ ~ / COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, James M. Wylie, Dale F. Shughart, Jr. and Gay L. Irwin, the Testator and the 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 purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Witnes .s/ /; Subscribed, sworn to and acknowledged before me by James M. Wylie, the Testator, and subscribed and sworn to before me by Dale F. Shughart, Jr. and Gay L. Irwin, witnesses, this day of September, 1997. Publ ic J BOt, INiE t. CO~'LE i'IOTA~'Y ~.l.~,e i CODICIL OF JAMES M. W~fLIE I, James M. Wylie, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be the sole Codicil to my Last Will and Testament, dated September 23, 1997. ITEM I: I revoke ITEM VIII of my Last Will and Testament in its entirety and add new Item VIII as follows: ITEM VIII: I appoint my son, James M. Wylie, Jr.. Executor of this my Last Will and Testament. Should my said son, James M. Wylie, Jr., fail to qualify or cease to act as Executor, I appoint my son, David C. Wylie, as Executor of this my Last Will and Testament. ITEM II: In all other respects, I hereby ratify, confirm and republish my last Will and Testament, dated September 23, 1997, as and for my Last Will and Testament. ~ IN WITNESS WHEREOF, I have hereunto set my hand and this ~ day of September, 2003. /Tames M. Wylie 4f Signed, published and declared on the date thereof by the above named James M. Wylie as and for the sole Codicil to his last Will dated September 23, 1997, 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. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, James M. Wylie, Dale F. Shughart, Jr. and Bradley A. Mentzer, the Testator and the 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 sole Codicil to his last Will and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the sole Codicil as witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ,, ~ f~.: t.L¢¢~,' / / /.- , L-.-~.....~ ~- ~-- ''Testa. / Subscribed, sworn to and acknowledged before me by James M. Wylie, the Testator, and subscribed and sworn to before me by Dale F. Shughart, Jr. and Bradley A. Mentzer, witnesses, this ~ day of September, 2003. Not ar~ub 1 i c PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004 584 WYLIE JAMES M , 408 PINE ROAD P,) BOX 76 MT HOLLY SPRIN(iS, PA 17065 ACN ASSESSMENT AMOUN CONTROL NUMBER fold .......... 101 $12,875J ESTATE INFORMATION: SSN: 162183276 FILE NUMBER: 2104 0742 DECEDENT NAME: WYLIE JAMES M DATE OF PAYMENT: 11/04/2004 POSTMARK DATE: 1 1/04/2004 COUNTY: CUMBERLAND DATE OF DEATH: 08/05/2004 TOTAL AMOUNT PAID: $12,875. )0 REMARKS: J M WY.IE JR CHECK/t 171 INITIALS: VZ SEAL RECEIVED BY: GLENDA FARNER STRASBAU }H REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEP'A'ATMENT OF REVENUE BUREAU OF INDIVIDUAl. TAXES DEPT.2B0601 HARRISBURG, PA 17128-0601 REV-1162 EX{11-961 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SHUGHART DALE F JR 35 EAST HIGH STREET SUITE 203 CARLISLE, PA 17013 --_.~--- fold ESTATE INFORMATION: SSN: 162-18-3276 FILE NUMBER: 2104-0742 DECEDENT NAME: WYLIE JAMES M DATE OF PAYMENT: 05/02/2005 POSTMARK DATE: 05/02/2005 COUNTY: CUMBERLAND DATE OF DEATH: 08/05/2004 NO. CD 005275 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $310.89 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: DALE SHUGHART ESQ CHECK# 234 SEAL INITIALS: RSK RECEIVED BY: REGISTER OF WILLS $310.89 GLENDA FARNER STRASBAUGH REGISTER OF WILLS Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate 01 Wylie, James M. No. 2}- 04 - oo?~_~.________ _ .._. ._ Date of Deelh 8/5/2004 alsO known as , Deceased Social Security No. 162-18-3276 James M. Wylie, Jr. ._. _ ...._ ..___...._.......__ ....__._. _ .__~._.___..._ .. The PelSOllal Represenlalive(s) llIlhe aboIIe Estate, deceased, verily thaI the ftama appearing In the following InventOly Include all 01 the personal assets wherever sitUate ancI all 01 the real estate Ioceteclln the CornrnonweaIlh of P8MsyIvenIa of said OecelIent, thalthe vaIuaIlon pIacecI opposite each item 01 said Inventory represents lis fair value as of the elate of 1I1e Dececlent's cIealh, ancIthalthe Dececlent ownecf no real estate outside 01 the CommonweaIIh of Pennaylvania exceplthal which appears In a memoranclum a1the end 01 this InventOly. lNVe verify thai the statements made In this InvenlOJy are true ancI conect. lNVe uncIerstancf thai felse statements herein are macfe subjeclto the penalties of 18 Pa. C. S. SecIIon 4904 reIllting to unsworn falslIIcallon io aulhorilles. Attorney: Dale F Shughart, Jr.E~~ 1.0. No.: 19373 Signature: Address: 35 E. High Street, Suite 203 Address: 408 Pine Road Mt. Holly Springs, P A 17065 Carlisle, P A 17013 Telephone: 717/241-4311 Telephone: (717)486-7232.. ____ Datecl: 4- - z c; - 'Lctz, .;- Personal Prooertv 5060.229 shares VanKampdenPA Tax Free Fund A@17.17pershare . 86,884.13 6803.692 shares F1'lIIIIdin Pennsylvania Tax Free Income Fund 329.26OO@ 10.31 per share 70,146.06 6,593.5490 shares Imyfus PA Intermediate Muni Bond Fund ??oo105 @ 13.67 per share 90,133.81 Household goods, furniture and furnishings sold at public auction. 953.00 Household goods, furniture and iiJrM,m.,g.., distributed in kind, valued in accordence with attached appmisaI of Alyssa L Loney 2,411.25 1994 Nissen Pathfinder SE, valued in accordance with attached Kelley Blue Book. Bank of America checking account #7476052~(JmnesM. Wyli,,~Jr. and David C. Wylie on account solely as convenience, intended to be P0As; llOt~~<lWiiers). Principal- 8,377.17 - ,- '-' Accrued interest. 0 4,730.00 8,377.17 J: -; \1 \ 11 : l\ H\l (, - ;\'~ (Attach additional sheets if necessary) , .' -~ ....'. -, ,""'., '..---.", -,", -"I':J ,;'J 'd:,i~'(> '. ,-",', T~I.j)erional Property and Real Estate $378,840.54 ~'5V-- Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Eslale 0/ Wylie, James M. also knaom as , Deceasecl No. ~-=.04 :S!P?~~_______ _____. _ __ Dale of Death 8/512004 --"......,-,.,-----...--,_..._---.~,."..._- Social Security No. 162-18-3276 PSECU Regular Share account #0162183276 Principal- 1,613.45 Dividend - .13 1,613.58 PNC Bank, checltiD8 account#SI40194292 (James M. Wylie, Jr. andDavidC. WyliOOll account solely as a convenience, intended to be POAs, not joint 0WDeJ8) Principal- 7,780.00 Accrued interest - .26 7,780.26 Pattiot News, refund 28.05 The Sentinel, refimd 25.11 Wachovia Secwities, Money Market Account #8618-3087 0.23 USAA Subscrber Savings, refimds and subscn'ber savings 83.21 + 189.47 + 72.74 + 1,894.70) 2,240.12 DeFenge Finance and Accounting Service, final Air Foree retirement (123.42) X4 493.68 Tax proration on sale of real estate. 553.84 U.S. Treasury, 2004 income tax, refund 4,995.00 Commonwealth ofP A, final retirement pay 162.70 Sprint, refimd 1.87 U.S. Treasury, Veteran's Administration Life fnsunmce, death benefit. 10,310.68 TolalPensonalProperty 5291,840.54 Real Estate House and lot located at 1331 North Pitt Street, Carlisle, Cumberland County, PA Tax Parcel #06-1371.oo9E need reference: Deed Book "W", Vol 26, Page 780. Value based upon actual sale price. HlJD-I attached. 87,000.00 Total Real Estate $87,000.00 2 'L .~~s ~~'\ ." ~~ ~ ~ ,. COMMONWEALTH OF PENNSYLVANIA DePARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 '\ "J:).. S ) FlEV-l$01)EJC.(6-ODl ~;,.,.~'\ "Wll...~ ~~<\ I (~r:" ^-" i:: ;A<i " REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT ~ z w c w " w c DECEDENT'S NAME (LAST. FIRST, AND MiDDLE INtnAL) Wylie, James M. DATE OF DEATH (MM-OD-YEAA) DATE OF BIRTH (MM-OD-YEAR) 08/05/2004 08/06/1921 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIAST AND MIDDLE INITIAL) ALE NUMBER 21 04 00742 NUMBEA COUNTY CODe YEAR SOCIAL SECURiTY NUMBER 162-18-3276 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER ~ 1. Original Return 0 2. Supplemental Return 0 3. Remainder Return (date of death prior to 12-13-82) w :II:: ~ f/J 0 4. limited Estate 0 4a. Future Interest Compromise (date 01 death aNer 0 5. Federal Estate Tax Retum Required fd f 1:5 12-12-82) a ff: 9 181 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust(AtlaCh 1 8. Total Number of Safe Deposit Boxes ~1Il ofWilf) copy of Trust) 0:( 0 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between 0 11.Election to tax under Sec. 9113(A) (Atlach Sch 0) THISSECT1QN~B.ECOMPU,I"".~~~'~~~~1M~~~M~~P~~I~{-m'{.,. NAME COMPLETE MAILING ADDRESS ~ Dale F Shughart, Jr. Esquire z ~ FIRM NAME (If applicable) z c ~ TELEPHONE NUMBER 717/241-4311 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter.Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 35 E. High Street, Suite 203 Carlisle, PA 17013 (1) 87,000.00 (2) 247,164.00 (3) None (4) None (5) 34,371.86 (6) None (7) None (8) GH'i( 'f~~r;,:"i ~'- -, 368,535.86 (9) (10) 54,482.29 5,611.88 (11) 60,094.17 (12) 308,441.69 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (13) (14) 308,441.69 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) z 308,441.69 .045 (16) c 16. Amount of Line 14 taxable at lineal rate x ~ ~ ~ ~ ~ 17. Amount of Line 14 taxable at sibling rate x .12 (17) ~ c " x 18. Amount of Line 14 taxable at collateral rate ~ x .15 (18) 19. Tax Due (19) 13,879.88 13,879.88 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT >>BE SIIIlE .T().ANSIIllER ALL ~~IONS lJN REVERSE SIIlE.AHDIIECHE(lK *'11I.<< Copyright 2000 form software only The Lackner Group, Inc. ",M~',",~~~"',",'~~,~,,__ Form REV-1500 EX (Rev. 6-00) s~ ~ . Decedent's Complete Address: STRUT ADDRESS 1311 North Pitt Street CITY STATE PA ZIP 17013 Carlisle Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 12,875.00 693.99 Total Credits (A + 8 + C) 3. InteresVPenalty if applicable D. Interest E. Penalty Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3. enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. Make Check to: REGISTER OF AGENT (1) 13,879.88 (2) 13,568.99 (3) 0.00 (4) (5) 310.89 (SA) (58) 310.89 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;........... ...................... .................. ................... b. retain the right to designate who shall use the property transferred or its income;........ ........................... c. retain a reversionary interest; or................................................ ..................... ............... d. receive the promise for life of either payments, benefits or care? ............. ................u 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................. .............................. ................. 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ......... .......... .................................. .................... ....................... '~ I D ~ D ~ D ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties 01 perjury, I declare that I have examined this retum. including accompanying schedules and statements, and 10 the best of my knowledge and belief. it is true. correct and complete. Declaration of preparer other than the personal representative is based on all Information of which preparer has any knowledge. SIGNATURE QE N RESPONSfBLE FOA FILING RETUAN ADDRESS Jamej.M:'Wylie,.. J1I~~ L n- - ,_ SIGNATURE PERSON RESPONS1BL lUNG A TU 408 Pine Road Mt. Holly Springs, P A 17065 ADDRESS SIGNATURE OF PREPAREA OTHER TH Dale F Shughart. Jr. ~ire c77~y ADDRESS ;/'Y;:::::>if]l]';:f5furf~KTB& 35 E. High Street, Suite 203 Carlisle, PA 17013 DATE 't'~2)-L~ ~ DATE qATi;;Jc 7' For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1 , 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116 1.2) [72 P.S. ~9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. '. SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENTOeCEDENT ESTATE OF Wylie, James M. FILE NUMBER 21 - 04 - 00742 All re.a! property owned solely or as a tenant in common must be re!,orted at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a wIlling seller, neIther being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jolntly-owned with right of survivorship must be disclosed on schedule F. ITEM NUMBER I DESCRIPTION VALUE AT DATE OF DEATH 87,000.00 House and lot located at 1331 North Pitt Street, Carlisle, Cumberland County, PA Tax Parcel #06-1371-009E Deed reference: Deed Book "W", Vol. 26, Page 780. Value based upon actual sale price. HUD-I attached. TOTAL (Also enter on Line 1, Recapitulation) 87,000.00 ESTATE OF '. SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Wylie, James M. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 2 3 DESCRIPTION 5060.229 shares VanKampden PA Tax Free Fund A@17.17pershare 6803.692 shares Franklin Pennsylvania Tax Free Income Fund 329-2600 @ 10.31 per share 6,593.5490 shares Dreyfus PA Intermediate Muni Bond Fund 0000105 @ 13.67 per share FILE NUMBER 21 - 04 - 00742 UNIT VALUE 17.17 10.31 13.67 TOTAL (Also enter on line 2, Recapitulation) VALUE AT DATE OF DEATH 86,884.13 70,146.06 90,133.81 247,164.00 ESTATE OF *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONALPROPERTV COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEOENT Wylie, James M. FILE NUMBER 21 - 04 - 00742 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 I 2 3 4 5 6 DESCRIPTION VALUE AT DATE OF DEATH 953.00 Household goods, furniture and furnishings sold at public auction. Household goods, furniture and furnishings, distributed in kind, valued in accordance with attached appraisal of Alyssa L. Loney 2,411.25 1994 Nissan Pathfinder SE, valued in accordance with attached Kelley Blue Book. 4,730.00 Bank of America checking account #7476052666 (James M. Wylie, Jr. and David C. Wylie on account solely as convenience, intended to be POAs, not joint owners). Principal - 8,377.17 Accrued interest - 0 8,377.17 PSECU Regular Share account #0162183276 Principal- 1,6\3.45 Dividend - .13 1,613.58 PNC Bank, checking account #5140194292 (James M. Wylie, Jr. and David C. Wylie on account solely as a convenience, intended to be POAs, not joint owners) Principal- 7,780.00 Accrued interest - .26 7,780.26 7 Patriot News, refimd 28.05 8 The Sentinel, refund 25.11 9 Wachovia Securities, Money Market Account #8618-3087 0.23 10 USAA Subscrber Savings, refunds and subscriber savings 2,240.12 II DeFenge Finance and Accounting Service, final Air Force retirement (123.42) X4 493.68 12 Tax proration on sale of real estate. 553.84 13 U.S. Treasury, 2004 income tax, refimd 4,995.00 14 Commonwealth of P A, final retirement pay 162.70 15 Sprint, refund 1.87 TOTAL (Also enter on Line 5, Recapitulation) 34,365.86 ESTATE OF *' COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETU RN RESIDENT DECEDENT Wylie, James M. SCHEDULE H RJ\IERAL. EXPENSES & ADMNSTRATlVECusI~ FILE NUMBER 21 - 04 - 00742 Debts of decedent must be reported on Schedule I. , ADMINISTRATIVE COSTS: Personal Representative's Commissions James M. Wylie, Jr. Social Security Number(s) I E1N Number of Personal Representative(s): Street Address 408 Pine Road City Mt. Holly Springs Year(s) Commission paid 2005 ITEM NUMBER A. B. 1. 2. FUNERAL EXPENSES: Hoffman-Roth Funeral Home, funeral 2 Allenberry, family luncheon DESCRIPTION AMOUNT State PA Zip 17065 Attorney's Fees Dale F. Shughart, Jr. (estimated) 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 4. City Relationship of Claimant to Decedent State Zip Probate Fees 5. Accountant's Fees 6. 7. I 2 Tax Return Preparer's Fees Estimated Other Administrative Costs Register of Wills, Short Certificates The Sentinel, advertise Letters Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 6,291.76 1,186.35 14,350.00 15,100.00 346.50 1,000.00 28.00 122.63 16,057.05 54,482.29 ESTATE OF 20 21 22 23 24 25 '. ScheelE H Fl.IleraI ElcpeI ; e 5 & Ad ,Ii M~Cosls ca1IinJecI COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Wylie, James M. 3 Cumberland Law Journal, advertise Letters 4 Alyssa L. Loney, personal property appraisal 5 Diversified Appraisal Services, real estate appraisal 6 USAA, insurance 7 Borough of Carlisle, sewer and water 8 Selco Electric, electric repairs 9 Tuckey Mechanical, AC repairs 10 Postmaster, certified mail II Bonnie L. Coyle, notary fees 12 Register of Wills, filing inheritance tax return and inventory 13 Gust Lee, yard care, smow removal 14 Verizon Wireless, cell phone 15 PP&L, electric 16 Sprint, home phone 17 Rowe's Auction Services, auctioneer's commission 18 David Shelby, trash removal 19 Darlene Moyer, 2004 county/township real estate taxes Recorder of Deeds, realty transfer tax Wolfe & Shearer, realtor's commission B-H Agency, realtor's commission Hilton Lock Service, new locks Cumberalnd Valley Tree Service, tree removal Lower's, window well cover FILE NUMBER 21 - 04 - 00742 Page 2 of Schedule H 75.00 180.00 275.00 546.20 116.72 153.54 686.26 5.00 25.00 25.00 140.00 222.68 412.41 187.67 333.00 275.00 438.30 870.00 2,150.00 2,200.00 79.01 138.00 15.87 '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wylie, James M. 26 Jim Stokes, repair front pillar ScheelE H F\.I1eraI El.peI e e s & Adinil Me4illeCoslsconil'l.led 27 Janet Wylie, house cleaning aod yard care 28 Edgar Septroth, Constable service 29 Suncrest Gardens, laodscaping 30 Navy FCU, check copy 31 Zeigler's Storage & Transfer, delivery of personal property 32 UPS, delivery of personal property 33 David Shelby, trash removal James M. Wylie, Jr., reimburse out of pocket expenses 34 35 Register of Wills, reserve for Account FILE NUMBER 21 - 04 - 00742 Page 3 of Schedule H 148.65 90.00 90.00 953.20 1.00 2,879.10 108.32 275.00 462.12 1,500.00 '. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OECEDENT ESTATE OF Wylie, James M. FILE NUMBER 21 - 04 - 00742 Include unreimbursed medical expenses. ITEM NUMBER I DESCRIPTION AMOUNT Checks written hefore death, clearing after death, PNC Account #5140194292 931 David Hartzell. M.D., medical 20.00 933 Gust Lee, lawn care 10.00 934 Sprint, phone 62.82 92.82 2 Cumberland Crossings, final nursing home bill 4,121.99 3 Verizon Wireless, cell phone 62.22 4 USAA, auto insurance bill 35.41 5 USAA Savings Bank, Master card 62.03 6 PP&L, electric bill 47.88 7 Borough of Carlisle, sewer and water 16.18 8 Sprint, phone 44.70 9 Continuing Care Rx, medicine 31.90 10 P A Department of Revenue, 2004 income taxes 2.00 II West Shore EMS, ambulance 93.10 12 James M. Wylie, Jr., fee for service as Agent under Power of Attorney 510.00 13 Janet Wylie, house cleaning and yard care 480.00 14 Andorra Radiology, medical bill 11.65 TOTAL (Also enter on Line 10, Recapitulation) 5,611.88 REV-1513 EX+ (9-00) '. SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wylie, James M. FILE NUMBER 21 - 04 - 00742 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not Llat Trustee(s) AMOUNT OR SHARE OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) James M. Wylie, Jr. 408 Pine Road Mt. Holly Springs, P A 17065 Son One-fourth 2 David C. Wylie Son One-fourth 2848 Ash Street San Diego, CA 92102 3 Gale R. Dragone Daughter One-fourth 21-12 23rd Terrace Astoria, Queens New York, NJ 11105 4 Jan E. Thomas Daughter One-fourth 36 Louisiana Drive Little Egg Harbor, NJ 08087 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET A. Settlement Statement u.s.Departrnertat~ ...I>bon-T 0Ma No. i6Cl2-0266 B. Type of Loan 1.DFHA 2. DFmHA .. 0 VA 5. 0 Conv. ,.... C. NOTE:".. _10 fu...hocl kl give ","' -.01"'...... '-cooto. _....poId kl ond byl!lO _ogont...lhown. Item8 marked "p.o.cf..,. peId oua.kIe m doeIng; the)f.are shown here forJnfannetlonal ~ and.. not inclUded In the tabII8. D. NAMEANO ADDRESS OF BORROWER: JAMES W. WOLF 12 COUNTRY SIDE ~ CARUSLE. PA 17013 THEESrATEOF JAMesIl.WYLJE 1311 N. PITT STREET. CARLISLE, PA 17013 3. I8l Conv. Un/n. RIe Number 2"21-P Loan Number 251783-0B Mortgage Insuranc:e Case Number E. NAME AND ADDRESS OF SEll.ER: F. NAME AND ADDRESS OF LENDER: ararBERS 1ST FEDERAL CREDI1':UHlOH 5000 LOUISE DRIVE. MECHAN1CS8URG. PA 1'1055 1311 N. PITT STREET CARLISLE, PA 17013 G. PROPERlY lOCATION: H. SETTLEMENT AGENT: PlACE OF SETTLEMENT: TIN: CEDAR CUFF ABSTRACT AGENCY, INe. 23-2133165 I. SETTtEMENT DATE: fJ3/31/2tXJO RESCISSION DATE: J. SUMMARY OF BORRO 'S TRANSACTIQIr K. Y OF S llER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SEllER: 101.Conbcts.lel PrIc:8 401. Comrw:l s-. Plkle .87000.00 102._ 402._ 103. s.tlkImenlI cl'lerV'lflDborTtIW8t: .... '_''''<100\ '2,~8Q.25 104. ..,.. 105. .... ADJUSTMENTS FOR ITEMS PAID BY SEllER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BY SelLER IN ADVANCE: 106. CllytIown 1axu 10 . . 408.CIlynownT... 10 107.Col.rttyT_ 03/31/200" 10 12/31/2005 '331.20 407.CauntyT... 03/31./2005 " 12/31./2005 '331.20 108. . ._Al. 03/31/2005 10 0'/30/2005 --:;- '222." ..... .llNIls 03/31./2005 10 0~/30/2005 '222. 64 100. .... 110. , 410. 111. f 411, 112- .,2- 120. GROSS AMOUNT DUE FROM BORROWER: '90,134.09 420. GROSS AMOUNT DUE TO SELLER: '87,553.84 200. AMOUNTS PAlO BY OR IN BeHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SelLER: 201. 0epllIllt6.....1'IIClM)' '1,000.00 801. Elau dePCId (...lnItruc:tIonIl 2Q2.. PI'\nc:IpII M1Wr'4 of MW kMln(l) ~6', 600. 00 502.~c:twa.Ilo'''''lIne101OO1 ,'5,674.48 203. ExiIIIng 1Den(1118ken1l.tJjeCt1o , .... .-... " 204. 504. Pawlftllht mortlJ8ae ~ 205. 1505. PIIYOIf at MCOnCI - 205. .... 207. 1507. 205. .... 200. 500. ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: ADJUSTMENTS fOR ITEMS UNPAID BY SElLER: 210.CItyIk:IWn.... " 510. QtYIttMn I8xM " 211. County..... " 1l11.C'nunlv1axell 10 2.12." ....&. " 1l12.......r""'lllnll 10 213. 613. 214. 51'. 215- 515. 218. 5115. 217. fl17. 213- 613- 2111. t519. 220. TOTAL PAID SYJFOR t70,600.00 520. TOTAL REDUCTIONS "',614.41 BORROWER: IN AMOUNT DUE, TO SEllER: . 300. CASH AT SETTLEMENT FROMlTO BORROWER: 600. CASH AT SETTlEMENT TOIFROM SEllER 301, Gross 'ImCUI'I1. due from bom1Ner {Ine 120) '90,234.09 801. Groa emount due to....lI1ne 420 '87,553.B4 302. .... omount pokI byIIar _ Qlne 220) '70,600.00 802. lesa reductlonlln amt. due ...... (line 520) '5, 674. 4B 303. CASH ( ~FROM) ( orO) BORROWER: '19,634.01 603. CASH ( oFROM) ( ~TO) SElLER: 181,871.36 HUD.l (3-416) . RESPA, HB 4305.2 PAGEl Huo.1~.3I8ll1 L OMSNo."""" 700. TOTAL SAlESlBROKER'S COMMISSION PAID FROM PAID FROM BASED ON PRICE '87,000.00 a 5 ",. '4,350.00 BORROWER'S SELLER'S FUNDS FUNDS DIVISION OF COMMISSION (UNE 700) AS FOLLOWS: AT AT 701. 2 150.00 " JfDLI2I' ~ SI!ILUU!:R REALftlRS SETllEMENT SETTLEMENT "'- $2 200.00 " B-B JLGIENCr GHllC RJ:AL &SDft ". SO.Oo " 704. -'0.00 " 705. CcmmIIIItDnpMl atMlllenwrl '4,350.QO roo. , 801. lOMorlgNlkln r. ~ " .....-.s sr JZDIlR&L aa:DI1" t7BIOB ....-- '" to JaDfBI:RS 181" J'JttII3lAL CJlSDZ1' UJlI'OIlf 803.~_1o; rmr: Dl'mUiIIC m.ur INC. '250.00 804.CId"'lJDd1o; .IiIIlNBI:RB 181" DDBR&L CREDIt' f1NION 805.UndenInllpdln_ JiIIIlWIDlRS 1S1" nIlI:RU. CRl:DI1" tur.rON 8011. ~ lnIlnnceapflllcdon'" to JaINBDB 181" IZDERAL CRm)I1" aNION l107.~fM HSIIIIIDS 181" :rm::II:R&L CRSD1'1" aNION 808. .LOaN DOC ;nm'-JdD(EI;D.S lSr ft.'U '275.00 809. rLOOD CIlR1" "'-MIIMBDS 1st' RCI1 ,15.00 I : lilO1.lrUlwtfulm 03 31 2005 " 04 a ,..., lilO2.~"---lIIWIlllumfllr _." lilO3. twz.RI kwInncI prwnMn for ...." lilO4.Flood"--pr...unfllr ...." .... .. I , 1001.HIunl~ _a ,.,..... 1002.lrbl;IoIlnIur'IllcII -a ,.,..... 1003.. CIy prapMy IBM -a ,.,..... 1004. CI:utly PfOI*\'_ _a ,.,..... tIlllS.AmulIII_.. -a ,.,..... 100e.fIggd~ -a ,.,..... 1007. -a ,.,..... ,... -a ,.,..... ,... Aggregate Accounting Escrow Adjustment . , 1101. .......orc:toUlu_to 1102.~or"-.dlto 1103. TIIliI-'*IIIlkIn to 1104.TJK.-.-.....1ll 1105.tloc:umn~to 11OD.~""to ""'" '15.00 11rf1.A.Ilorne(Ir..to 8!'Q1lS UJ'AVD IJ ~1"SJtr '150.00 ~___""Numbers: . , 110&. 'J'Ia. n.u..nc.to CZ!:lIR CIJ7r A1t8DAC!' ..l.Q:IDI'C1', IIIC. '7'0.751 ~.IlcI>M""NlIrrIIlllnI: rz... IBJI - , 1109.lMldrt -. '69,600.00 , ,69,600.00 } 1110.o.vn.r-.~ '87,000.00 , '87,000.00 } 1111. J:JlD-I00,300,JoO $150.00 1112..%JlstlRla) CU)8ZlfG LIU"2!IlR $3.5.00 1113- : 1201.~fME .... ,-.- ,- .00 1202.~~ .... '810.00:~ '435.00 '435. O( 1203.!ltIIIlt~ .... '810.00 :Marlll9 ;oriir '435.00 '435.0( 1204. JtEORD ASSIGlDllDi'S' 01' .RD!'S-CUMB CO '26.50 ",. : 1ao1.~to 13ll2.Pat~1ll 1303. .n:D-U 7D-SLS '20. 00 1:104. J:>>.RLalB' ~-2005 CO DUB '438.3( 130S. CARLI8U' lJOBD-BIlftIIR-2/14/05ftJ3/31/05 '16.1~ ",. "". 1400. TOTAL SETTLEMENT CHARGES '2,680.25 '5,674.44 I h8ve carefuly~ the HUD-1 Settlement Stnmentand to the beet of my knowledge n bell8f,ltl8 elrult and lICCUl1IIe...ment f.:lIlIlWCllIpIa and d1etlurMrnlnl.lJIBde ~my~"'<<by-~"._I"""_""'h~_._""'HUll-1 ~ Ikm>.~ /.&_~{~ _z.-'Sr.o'<~- /f/;//v A _S>Y1lA<1D-< "MES w. LF . ~; PAMESf.f. WYLIE - ........., Dele, -"J D..." Agent. SETTLEMENT CHARGES ::~~StaternentwhlchlhlMlprepered"atrueandllOa.ll1ll9ac:cotK1totlhiltrwwecllon,~ I~" .. ~;,.._.""""'""'" Dele, ..........Agent.~t _J.-Jhr V1DSH WARNING: It". cr\me 10 knowlngIymakttr.a.. atat.lI1llnIB to the Unlt8d St8telIonthl8orlWlYOIher.li:nIIarfoml. ~uponcorMclIonQllFllnclucl8e1fMancll~ menl For detah Me: 1llIe 18 U.S. Code SectIon 1001 and Section 1010. :.;. Dreyfus Family of Funds P.o. Box 55263 Boston, MA 02205-8501 October 18, 2004 DALE F SHUGHART JR ATTORNEY AT LAW 35 E HIGH ST STE 203 CARLISLE PA 17013-3052 REFERENCE: 02285084 - 20041018083824 DREYFUS PA INTERMEDIATE MUNI BOND FUND FUND:0000105-ACCOUNT:00232660183 (CLOSED) JAMES M WYLIE Dear Mr. Shughart: Thank you for your recent correspondence regarding the referenced Dreyfus account. The account was transferred to account number 3360096373 and then liquidated on October 13, 2004. Our records indicate that as of August 5,2004, the referenced account had 6,593.5490 shares with a net asset value of $13.67 per share. The total dollar balance on that date was $90,133.81. The balance was calculated by multiplying the total number of shares by the price (net asset value) per share. If you have any questions, please call a Dreyfus Business Service Representative toll-free at 1-800-645-6561, Monday through Friday, 8AM to 6PM, Eastern Time. Sincerely", Norma J. Eures Investor Service Specialist .. .....~ ~ MernllefNYSE/SIPC Wachovia Securities, LLC 919 Russell Drive Post Office Box 800 Lebanon, PA 17042 Tel 717 273-8818 Fax 717270-5312 800274-8818 September 24, 2004 WACHOVIA SEcuRITIEs Dale F. Shughart, Jr. Attorney At Law 35 East High Street Suite 203 Carlisle, P A 17013 RE: Estate of James M. Wylie Dear Atty. Shughart: As requested, please find listed the value for the above referenced as of August 5, 2004: Ot\'. 5060.229 Description VanKampen P A Tax Free Fund A Money Market balance Price 17.17 Total $86,884.13 .23 I have enclosed the documentation to establish an estate account for the signature of the executor. If there should be any additional information required, please feel welcome to call me. Sincerely, ~n'cR. Jili~ Karen L. Ritchie, Registered Admin. Associate "The above summary of prices/quotes/statistics contained herein have been obtained from sources believed to be reliable but aTe not necessarily complete and cannot be guaranteed. In some instances the prices may not reflect the value at which securities could be sold. " " - - - - . .:=.' GIBBFINANCIALSERVlCES,INC. 16 West Pomfret Street, Carlisle, PA 17013 (717) 249-3737 FAX (717) 249-8010 September 27, 2004 Dale F. Shughart Jr. 35 East High Street, Suite 203 Carlisle PA 17013 RE: James M. Wylie, Deceased Dear Mr. Shughart, Following is the date of death value (8/5/2004) for the account of James M. Wylie, Sr.. Franklin Pennsylvania Tax Free Income Fund-329-2600 6803.692 shares @$10.31 per share for Market Value of$70,146.06 If Mr. James M. Wylie, Jr. would like to liquidate this account we would need the following: . A signature guaranteed Letter of Instruction requesting full liquidation and proceeds mamng instructions. . An original Letter of Testamentary dated with in 60 days oftht: request. The Letter ofTestamentary submitted will expire October 11, 2004. . An original Death Certificate (photo copies not acceptable). . A Franklin Templeton New Account form fur the Estate (I have enclosed required furm). Ifwe can be offurther assistance please feel free to contact us. Sincerely, Lisa A Riggleman Registered Sales Assistant Encl: FRTEMPNAF Branch Office: Cadaret, Grant & Co., Inc., Member, NASa and SIPC TABLE OF CONTENTS Table of Contents 2 Appraisal Certificate 3 Appraisal Summary 4 Photograph & CD-ROM Instructions 5 Personal Property Listing 6 Appraisal Summary (Copy) 13 References 14 Statement of Qualifications IS Assumptions and Limiting Conditions 16 2 APPRAISAL CERTIFICATE I hereby certify that, upon the request for the estate appraisal of the personal property of James M. Wylie, deceased, 1311 N. Pitt St. Carlisle, PA 17013, I have personally and physically inspected the listed personal property. The personal property was appraised to determine the FAIR MARKET VALUE, AS OF d.o.d. August 05, 2004 & reported on August 17,2004. The date of inspection was August 15,2004. The information and values contained in this report are based upon my experience as an appraiser and other reliable sources. The personal property was found to be in GOOD to EXCELLENT condition, unless otherwise noted. Values are reported piece-by-piece, and/or as a whole. All values reported have been determined with consideration to the condition of the item, market conditions, and salability factors. IBIS APPRAISAL ~ SERVICES h / .. h _ ,/ _ ",i __ ________ 3 APPRAISAL SUMMARY It is in my opinion, that as of d.o.d. August 05, 2004, the Fair Market Value of the personal property of James M. Wylie, deceased: (Two Thousand Four Hundred Seventeen Dollars and Twenty Five Cents) ($2,417.25) IBIS APPRAISAL SERVICES The report must he read in its entirety. The Appraisal Summary ONLY is not the appraisal report. 4 2 3 4 6 7 8 9a I Personal Property Listing Table. Arts & Crafts period round oak dining room lable. Extendable. 29" tall, 54" diameter. Sticker still present, "eking & Star". Location: Dining Room. Corre ndin Di 'tal Phot Files: r0300280 & r0300281. . Desk. Arts & Crafts oak desk with one drawer and decorntive cut- outs. 28 Yo" tall, 27" wide, 26 Yo" deep. Location: Living Room. Corresponding Digital Photograph Files: r0300282 & r0300283jpg ImY. Large brass imported tray. Middle Eastern motif. 30 y.". Location: Living Room. Corresponding Digital Photograph File: r0300284jpg Burner. Imported brass bwner with vine motif. 15" tall. Location: Living Room. Corresponding Digital Photograph File: r0300285jpg ADDetizer Set Bmss swords appetizer set. Not complete. Location: Living Room. Corresponding Digital Photograph File: r0300287jpg Clock. Remington Bmss multi-quartz glass dome mantel clock. Location: Living Room. Corresponding Digital Photograph File: r0300288jpg Paintinl!S. Three Mexican watercolors by Maxi. Location: Living Room. Corresponding Digital Photograph File: r0300289jpg Chair. Leather arm chair. Location: Living Room. Corresponding Digital Photograph File: r0300290jpg $550.00 $400.00 $5.00 $3.00 $0.25 $15.00 $9.00 $35.00 6 9b 9c 10 II 12 13 14 15 16 Chairs. Two modern plush recliner chairs. Location: Living Room. Corresponding Digital Photograph File: r0300294jpg ~ Modern plush couch. Location: Living Room. Corresponding Digital Photograph File: r0300295jpg rds. Selection of miscellaneons records. $60.00 $20.00 $65.00 Knick }( "",,!ro. Selection of miscellaneons knick knacks including $11.00 candles,' and . ~. Selection of miscellaneous books including fiction, nonfiction and coffee table. Coal Bucket. Metal black painIed coal bucket. Location: Living Room. Corresponding Digital Photograph File: r0300291 jpg Television & VCR. RCA 20" color television and Quasar VCR. Corresponding Digital Photograph File: r0300292.jpg Table Set. Set of contemponuy wood lables including two coffee tables and two end tables. Location: Living Room. Corresponding Digital Photograph File: r0300292jpg ~ Framed print by Keith Hill. Title: Homeward Bound. 161250. Location: Living Room. Corresponding Digital Photograph File: r0300293jpg 17 ~. Two ceramic lable lamps. Location: Livin Room 19 ~. Two floor lamps. Location: Livin Room $87.50 $8.00 $55.00 $25.00 $85.00 $4.00 $16.00 7 20 21 26 27 28 29 30 31 Chairs. Setoffour dark oak contemporaIy captain's chairs. Location: Dining Room. Corresponding Digital Photograph File: r0300296jpg ~. Set of four modern painted black chairs with rush seats. Location: Living Room & Bedroom. Corresponding Digital Photograph File: r0300297.jpg Kitchenwares. Selection of miscellaneous kitchenware including china, glassware, utensils, pots, pans, and plastic containers. Location: Kitchen. Chairs. Two dark arm side chairs. Location: Kitchen. IDl!k. Pine butcher block drop leaf table. 30" tall, 35" diameter. Location: Kitchen. Corresponding Digital Photograph File: r030030Ijpg Barometer. Springfield barometer, thermometer and Immidity reader. Location: Hallway. Corresponding Digital Photograph File: r0300302.jpg Print. Framed print J .....gJ>lin Mill, Newville, P A print by David Gray. Location: Hallway. Corresponding Digital Photograph File: r0300303jpg Print. Frnmed print. Duke of Gloucester Sheet Williamsburg. Location: Hallway. Corresponding Digital Photograph File: r0300304jpg S40.oo $10,00 526.00 516.00 535.00 55.00 525.00 58.00 8 32 33a 33b 40 43 45 46 51 57 60 64 End Table. Contemporary six sided end table. Location: Hallway. Corresponding Digital Photograph File: r0300305.jpg CoDlllUler. iMac Apple computer. Location: Bedroom 1. Corresponding Digital Photograph File: r0300306jpg ~. Modem metal and particle board computer desk. Location: Bedroom 1. Corresponding Digital Photograph File: r0300307.jpg Dresser. Contemporary wood five drawer dresser by Harmony House. Location: Bedroom 1. Corresponding Digital Photograph File: r0300312jpg Linens. Selection of miscellaneous linens. v Old Electrolux vacuum. Ymm. Ceramic table lamp. Location: Bedroom 2. II File: r0300316. . Oil r .."'It'" Two matching bmss oil lamps, Made in Hong Kong. Location: Basement Corresponding Digital Photograph File: r0300320jpg Chair. White wood swivel bat chair, damaged. Location: Basement Tools. Selection of miscellaneous tools including hammers, clamps, extension cords, clippers, yard utensils and paint Location: Basement. $15.00 $150.00 $15.00 $175.00 $10.00 $1.00 $2.00 $70.00 $2.00 $1.00 $1.50 9 Kelley Blue Book - Priwte Party Pricing Report - Nissan, Palhl'itvfP.r Page 1 of] 8UJE 1001 'RllAn PAtty REPORt """"""18. ~,.. 7,2104 19M NissM Pathfinder SE Sport UtiIity.tO Search Ustinas fOr This Car Ust Your Car For Sale Online Buv a New Car Free Record Check Auto Loans from 3.75% APR Insurance Ouote Print "For sale" Sign PaYment Calculator EngIne: V6 3.0 Uter Tr.Is: AutomatiC Driw: 4 Wheel Drive .......: 84,442 Equipment AJr Conditioning Power SteerIng Power WIndows Power Door Locks lilt Wheel CruiSe Control AM/FM Stereo C-.r9tte Rip-Up Roof Alloy Wheels Consumer RatIld Condition: Fair "Fair" condition means that the vehicle probably has some mechanical or cosmetic defec:ts, but Is stili In safe running condition. The paInt, bOdy and/or Interior need work to be perfOrmed by a professional in order to be sold. The tires need to be replaced. There may be some repairable rust damage. The value or cars In this category may vary widely. A clean title history Is assumed. Even after significant reconditioning this vehicle may not qualify fOr the Blue Book Suggested Retail value. . Private Party Value Search Local Ustinas fOr This Car $4,730 PrIvate Party value repreS8.1b what you might expect to pay fOr a used car when purchasing from a private party, It may also represent the value you might expect to receive when selling your own used car to another private party. GI!It. a 1"=-4 Car TnId8-In Value Get ln~ Pi.. MSRP em Nl!!!IM Cars http://www.kbb.oom/khlkidlJJkw.kc.ur?kbb.PA;311429;PA041&17013;suv-1p&722;Nissan;... 9n/2004 BankofAmerica ~ ~ September 24, 2004 Bank of America Mllitary Bank 1)(7-550-01-15 1422 E. Grayson Street, Box 8000 San Antonio. TX 78208-8000 DALE F. SHUGHART, JR ATTORNEY AT LAW 35 EAST mGH STREET SUITE 203 CARLISLEPA 17013 Tel 800.334.1920 Fax 210.978.5239 Dear Mr. Shughart: Statement of Assets for James M. Wylie, Sr. Balance as of Date of Death - August 5, 2004 Checking Account: Name Accrued Interest Balance # 7476052666 LTC James M. Wylie $0.00 or James M. Wylie Jr or David C. Wylie Savings Account: Name Accrued Interest Balance # None Certificate of Depo8it Name Accrued Interest Balance # None IRA Name Accured Interest Balance # None Tania M. Camargo Sr. Customer Service Representative Special Accounts *17 171M e(lPJfL QJI.-tal 5: g77/17 t?4"k 5f",1n:,;f Of c(, k/J'i t'rrcr<-kd Comments: 1be checking account was with out rights of S1.!fvivorship. Sincerely: .~ QClM~{fD USA Qse9 2000-2004 us OlvmpicTums -..... 4 CV LTC JAMES M WYLIE RET OR JAMES M WVLIE ~R OR DAVID C WYLIE CUMB CROSSING RETIREMENT RM 45 1 LONGSDORF WAY CARLISLE PA 17013 Page 1 DIRECT INQUIRIES TO: " BANK OF AMERICA MILITARY BANK 1422 E. GRAYSON P.O. BOX 8000 SAN ANTONIO TX 78208-8000 D ! ., I 1 I f1l" Barik of America ~_ r" ~~ .....- ........ -- Customer Service 1-800-334-,1920 Statement Period" From 07/08/04 To 08/05/04 Account Number 7476D5-266-6 I CV 2D 2 4 + Amount ID,135.05 2,432.38 4,190.26 8,377.17 :1 ,I I Checking Account Summary Description Balance last statement Deposits and other credits Checks and other withdrawals Balance this statement Transactions $ Deposits and Other Credits TOTAL OF DEPOSITS AND OTHER CREDITS $ 2,432.38 I ,I ii' I: H j' ,j I I Date 08/02 08/05 " Amount 2,429.59 2.19 Description DFAS-ClEVElAND RET NET INTEREST EARNED Checks and Other Withdrawals Checks Paid Number Date Paid Amount Number Date Paid Amount NUmber Date Paid Amount 516 519 C7l13 07122 173.6'1 871.22 51? 07114 3,109.40 51ft 07/16 36.00 TOTAL OF CHECKS PAID $ 4,190.26 An asterisk (*) after any check number indicates the preceding check number Is not listed in this section. PSEC4; the financial link TM September 24, 2004 Account # 0162183276 DALE F SHUGART JR 35 EAST mGH STREET SUITE 203 CARLISLE,PA 17013 Dear MR SHUGART: The following is the status of JAMES M WYLIE's account with PSECU as of the date of death. Joint Owner's Name Date of Death Date of Birth NONE 08.05.2004 08.06.1921 Share SOl S 04 Description Regolar Shares MoneyHandler Shares Open date 11.15.1976 Balance $1,613.42 0.03 Accrued Dividend $0.13 0.00 Loan LOI L09 Description PSL Loan VISA Open Date 03.17.1983 10.30.1989 Balance $ 0.00 0.00 Accrued Interest $0.00 0.00 The dividend earned from January I, 2004 through the date of death was $7.17 . We do not have safe deposit boxes for our members. We need the executor to sign, date and retom the close account authorization form mailed to him September 3, 2004 to close this account. If you have any questions, please call234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. Sincerely, lt~ Mea~;:;:m[ / Member Service Representative Finance Support Unit PENNSYLVANIA STATE EMPLOYEES CREDIT UNION Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990 . (717) 234-8484 . (800) 237-7328 Mailing Address: P.O. Box 67013, Harrisburg, PA 17106-7013 . (717) 777-2100 (TOO) . (800) 472-1967 (TOO) Web Address: www.psecu.com savings federally Insured up to $100,000 by the National Credit Union Administration. OCT-19-2004 19:07 412 758 3458 Pt,CBANK 412 758 3458 P.01 ~ PNCBAN< October 20, 2004 Dale F Shughart Attorney at Law 35 E High St. Suite 203 Carlisle, PA 17013 sap RE: Estate of James M Wylie (Deceased) SSN: 162-18-3276 DOD; 08-05-2004 Dear Mr. Shughart: In response to your request for Date of Death balances for the customer noted above, our records show the following: CheekiDg Accouut Account #5140194292 Established 10-03-2002 JAMES M WYLIE JAMES M WYLIE JR DAVID C WYLIE DOD balance: $7,780.00 + $0.26 accmed interest Safe deposit box The decedent maintained Slife deposit box #Z54. It was in one name. JAMES M WYLIE It is located at: CARLISLE 105 NOBLE BOULEVARD CARLISLE PA 17013 717-243-6023 Page I of2 OC1-19-2004 19:07 PNCBANK 412 7G8 3458 P.02 Please note that this office only provides date of death balances for deposit accounts (!RAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide stateDlents. If you need assistance with any of these items, please call1-888-PNC-BANK. (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, tu:c,. ':2. ~ Erica L Schlegel 1-800c 762-1775 P7-PFSC.04-F 500 first Ave. Pittsburgh PA 15219 Momb..- FDIC Page 2 of2 TOTAL P.02 LAST WILL AND TESTAMENT OF JAMES M. WYLIE I, James M. Wylie, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last Will and Testament and revoke all wills and Codicils previously made by me. ITEM I: I direct that my just debts, funeral expenses, and the expenses of the administration of my estate, including any state, federal or other death taxes payable because of my death, shall be paid from my residuary estate as soon as practicable after my decease, as a part of the expense of the administration of my estate. ITEM II: I devise and bequeath all of my estate of every nature and wherever situate in equal shares onto my four (4) children, James M. Wylie, Jr., David C. Wylie, Jan E. Thomas, and Gale R. Dragone, provided, however, that the share of any of my said children who predeceases me or dies on or before the thirtieth day following my death shall be distributed to his or her issue, per stirpes, living on the thirty-first day following my death and in default of such then living issue, such share shall be added to the shares of my then living children and the issue, per stirpes, of my then deceased children. ITEM III: I direct that my children may, upon their mutual agreement, accept an in kind distribution of my real property r~* ~~ located at 1311 North Pitt Street, Carlisle, Cumberland County, Pennsylvania, jointly as equal tenants in common. Should less than all of my children wish to accept an in kind distribution of my real property, but should one or more of my children nevertheless wish to accept an in kind distribution of their respective interest in such real property, such child or children may do so provided they purchase from my estate the remaining interest in said real estate attributable to my other children or their issue. In such latter event, my Executors shall retain a qualified SRA appraiser to appraise the fair market value of said real estate as of the date of my death, which shall conclusively establish the total value of said real estate. Payment of the purchase price for the interests of my children who do not wish an in kind distribution and for the issue of deceased children shall be made to my estate in accordance with the terms and conditions hereof consistent with customary practice in Cumberland County at the time of my death. Any such request to purchase my real estate in accordance with this Item shall be made in writing to my Executors within three months of the date of my death and settlement thereon shall be completed within three months of the date of the appraisal obtained by my Executors. ITEM IV: I direct that my children may accept distribution in kind of my tangible personal property. I direct that any ?~~ ~ items which any of my children desire to receive in kind shall be appraised by a qualified appraiser selected by my Executors, which shall fix the value of such items for distribution. My children shall then alternatively select individual pieces or sets until all such items have been divided among them. I direct that the value of all items of tangible property selected by each child shall be reflected in the total value received by each under Item II of this my Last Will and Testament so that each child's share in the total estate shall be equal. ITEM V: Should any person entitled to a share of my Estate not have attained the age of twenty-one (21) years at the time of distribution to him or her, I devise and bequeath the share of such person to my Trustee hereinafter named, IN SEPARATE TRUST, to hold, manage, invest and reinvest the shares so received and the accumulation of income thereon, and to use and apply the income and principal, or so much thereof as, in the sole discretion of my Trustee, may be necessary or appropriate for such beneficiary's support, health and medical care, and education (including college education, both undergraduate and graduate) or to make payment for these purposes, without further obligation or responsibility to see to the proper expenditure thereof, directly to such beneficiary or to any person taking care of such beneficiary. My Trustee shall have sole and absolute discretaion in determining whether such expenditures are ~~-~, ~ '1'~ / r, reasonably necessary. In determining the necessity or appropriateness of such payments or for such beneficiary's support, my Trustee shall take into consideration all other income and resources, including federal, state and local government benefits of all types, available to the beneficiary for such purposes and shall expend principal for their benefit only to the extent reasonably necessary. Any principal or income not so applied shall be distributed to such beneficiary absolutely when he or she reaches the age of twenty-one (21) years. If he or she dies before attaining the age of twenty-one (21) years, such share shall be distributed to his or her estate, discharged of trust. ITEM VI: The following provisions shall apply to the Trusts created under Item V hereof and to each share thereof: a. For convenience of administration and investment, my Trustee is authorized to hold the several shares of the Trust as a common fund, dividing the income proportionately among them, to assign undivided interests to the several shares and to make joint investments of the funds belonging to my Trustee. For such purposes and in so far as may be practicable, my Trustee may consolidate any such separate share of the Trust with any other Trust or Trusts created by me or any member of my family by will or agreement, and may hold, administer and invest the several Trusts as one or more common fund or funds and make joint or ~.~~ several distributions of income and principal thereof, whichever my Trustee shall deem advisable. b. No beneficial interest under the Trusts, whether in income or principal, shall be subject to anticipation, assignment, pledge, sale or transfer in any manner, nor shall any beneficiary have the power to anticipate, encumber or charge such interest, nor shall such interest, while in the possession of my Trustee, be liable for or subject to the debts, contracts, obligations, liabilities or torts of any beneficiary. ITEM VII: I appoint PNC Bank, of Carlisle, Pennsylvania, Trustee of the Trust created in Item V hereof. ITEM VIII: I appoint my son, James M. Wylie, Jr. and my son, David C. Wylie, Executors of this my last Will and Testament. Should either son fail to qualify or cease to act as Executor, I direct that my other son shall serve as sole Executor of this my last Will and Testament. ITEM IX: I direct that my personal representative, as well as her successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this ~~y of September, 1997. c:4..., ?If'+~; [SEAL] /ames M. Wylie The preceding instrument, consisting of five (5) typewritten pages, each identified by the signature of the Testator, was on the date thereof, signed, published and declared by James M. Wylie, the Testator therein named, as and for his last Will, 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. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, James M. Wylie, Dale F. Shughart, Jr. and Gay L. Irwin, the Testator and the 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 purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. 7L.;, , Subscribed, sworn to and acknowledged before me by James M. Wylie, the Testator, and subscribed and sworn to before me by Dale F. Shughart, Jr. and Gay L. Irwin, witnesses, this ?~ C):::.",-- day of September, 1997. NOTARIAL SEAL BfmHIE l. COYLE, NOTARY PUIIlIC SOilO OF MT HOU Y SPRINGS CUl.lll8\lAND CO MY CQ~IMISsrOH EXPl1lF.S O'crOBl:1l11, me . . ----"*- ~x~_ / Notar Public CODICIL OF JAMES M. WYLIE I, James M. Wylie, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be the sole Codicil to my Last Will and Testament, dated September 23, 1997. ITEM I: I revoke ITEM VIII of my Last Will and Testament in its entirety and add new Item VIII as follows: ITEM VIII: I appoint my son, James M. Wylie, Jr., Executor of this my Last Will and Testament. Should my said son, James M. Wylie, Jr., fail to qualify or cease to act as Executor, I appoint my son, David C. Wylie, as Executor of this my Last will and Testament. ITEM II: In all other respects, I hereby ratify, confirm and republish my last will and Testament, dated September 23, 1997, as and for my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this (' day of September, 2003. ~M~(:!7~ [SEAL] Signed, published and declared on the date thereof by the above named James M. Wylie as and for the sole Codicil to his last will dated September 23, 1997, 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. .--' COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, James M. Wylie, Dale F. Shughart, Jr. and Bradley A. Mentzer, the Testator and the 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 sole Codicil to his last Will and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the sole Codicil as witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~, ~..~ Subscribed, sworn to and acknowledged before me by James M. Wylie, the Testator, and subscribed and sworn to before me by Dale F. Shughart, Jr. and Bradley A. Mentzer, witnesses, this ~ day of September, 2003. ~cJ'~_ Notar ublic NOT_lEAL , BONNIE L. CO'IlE. NOTARY PUBLIC IKlRO Of CMUSLE. C\lIIIIERINID CO. PA 1M COUMISSIOlI EXPIRES OCTOBER 17. 2O(MI \t'I~ C)'" ~ C) :. V' t'l.~ ';:) \<.l ~ ~.~ ""t'lP,',..O ~~ ~ C)""'a C)'os 1./'l';:)C) C) C)~...."'" ........~';:. t'lt'l a:. :. \ \.:s.~ ,,1$ ....0 Cl:l ~ \t'I ~ u)".O ..'" do .... .... C) C) So ...t": ':;!. - ..... \ .... \ .... ';:) c)4 '" ,,~ ~ P ~ T- ~ ~ t'l (.) ....P ~ Q) or. ~ ~ C) .. "" 4 a:. 4 W ~ i~ ~o. ~~~ t":d, U)... &,,~~.... ~~ t.~~~~~~ u.P'$. doll:! ~ ~~4. Ou,.~ ~Qa:.l.)(.) u)O~~ SlOi 1&I~u)'1S~ ,~ t":'Ul~"'O~ ;Its. ~UlPu.t) ......--:~ (::. 'CC. :.---\', \.J- (-~ .~~ <:::)C) , ~I' eJ). s~:: u B::.? 0::0'> --:;:.' CJ <..) I./'l ul ~ I- ca % I- C) I./'l -a. % _ C)~ I./'lrn........ u..C)%1./'l t'l ~ 'j ~ ~ ~ -a\""'\t'I4. c:lIl./'lrn(.) ~ s: , '" .. '-' "" '2. ~ I./'l ~ 4. -. ';; ~ ~ I>> ~ 'i. ,., .... ..."'- ... '3f1- ~ l3... ~u1 ,.,..l0 ....oa "'-~,.., _ 1-,..'3: ,,~ 1>>c::>9t i,Ul'i.Ot;'ill Uld.",Oi>) c.u.. ~~'fA 11.0 ~2'" o\"': ~~i ~~ ..l'" t":'t,~-:a \ ~~~.li.~ ~~~-~'5 'a~"~,~~ ~~j""O ~ C>:~'" ~ u.l".bii'O (t:-"~' ~_.>)'1. ~~1 cO ('l c:.\ ;..- ...,..- c- eO -- _J ;;2, % f.;-':;:~ <-' ~ ~ ... I- ~a ~ ~; 1 _~ t'1 ~Q """ Q", ';a. ~4....4 r'roo. '6~i~ ~~~~ " \.0 ~ ~..~~ rn .... C) ';:. do ~ COMMONWeALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES REV-1162 EX( 11-961 DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 005581 RECEIVED FROM: SHUGHART DALE F JR 35 EAST HIGH STREET SUITE 203 CARLISLE, PA 17013 ACN ASSESSMENT CONTROL NUMBER AMOUNT ____u fold 101 $84.88 ESTATE INFORMATION: SSN: 162-18-3276 FILE NUMBER: 2104-0742 DECEDENT NAME: WYLIE JAMES M DATE OF PAYMENT: 07/18/2005 POSTMARK DATE: 07/18/2005 COUNTY: CUMBERLAND DATE OF DEATH: 08/05/2004 TOTAL AMOUNT PAID: $84.88 REMARKS: CHECK# 238 SEAL INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INOIVIDUAt:~D OFF!CF (1'< INHERITANCE TAX DIVISIDHr",~-(-"r'-I~r... r' - .: PO BOX 280601 !..~-';, .__" ! i-'" \, -' HARRISBURG PA 17128-0601-- ..".J I .-: ';..' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REV-1607 EX AFP (03-05) 2005 AUG /9 PM 12: 34 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-15-2005 WYLIE 08-05-2004 21 04-0742 CUMBERLAND 101 JAMES M CL~i~:~\ OF OF~:".~",:\,,>:I~) C:~';l 'j!: DALE F ~HVGHART JRES~ STE 203 35 E HIGH ST CARLISLE PA 17013 AlIOunt H..l tted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account I submit the upper portion of this forn with your tax p.y.ent. CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF WYLIE JAMES M FILE NO.21 04-0742 ACN 101 DATE 08-15-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A ~ARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT: 07-18-2005 PRINCIPAL TAX DUE: 13,947.38 PAYMENTS (TAX CREDITS): ~ PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-04-2004 CD004584 677 .63 12,875.00 05-02-2005 CD005275 .00 310.89 07-18-2005 CD005581 .85- 84.88 TOTAL TAX CREDIT 13,947.55 BALANCE OF TAX DUE .HCR INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .17CR . SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (eR), YOU MAY BE DUE A REFUND. 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'::;Ei~ ~~O \ nU~1'i~1 '-. E~.8'5 i\~ , !~5)2 i 0 LL.. ~'O~tal' li ~~U9U~~ ~ 8~~E!~o.E~ ~ 1 ~ ala- H~ := :! ~ ,g.g ~ ~ ,s::t! ~ Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 N f D d t JAMES M. WYLIE ame 0 ece en : Date of Death: AUGUST 5, 2004 Estate No.: 21-04-742 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 [8J No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. I f the answer to No. 1 is Yes, state the fo Howing: a. Did the personal representative file a final account with the Court? Yes [8l No 0 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 0 No [8] c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' CoUrtwd may be 3 attached to this report. /; \- D t March ,2006 ( \ a e: Dale F. Shughart, Jr. Name 35 East High Street, Suite 203 Carlisle, PA 17013 Address 717-241-4311 Telephone No. Capacity: 0 Personal Representative ~ Counsel for personal representative 1217/1121/21211216 C) (,/"~ ~.l..J :: Q~' u,:.-- . U-l,...'. C.:J c: 00" \;l.,J~ 01-'- a;e..", O(~: Qw.,_ 'I,..,!.."I 0.. .a:; 11:41 . It.egister of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 'NameofDccedcnr.: JAMES~, WYLIE Date of Death: I\UGusr 5. ~ Estate No.: 21..04-742 Pursuant to R.ule 6. J 2 of the Supreme Court Orphan.' Court Rules, J report the following with respec;t to completion of the administnltion oftbe above.captioned estate: 1. State whether adminiStration of the estate is eomplete: Yes l&J No 0 ' 2. If the answer-is No~ slate when the pen;cmal representative reasonably believes tbat the adnnnisb'atibn will be complete: 3. (fthe answer to No. I is Yell, state the following: a. Old the personal" ~entati'fe file a final account with the Court? Yes 18lNo 0 ' ,b. TbescparateOrphans' Court No. (ifUlY) forthepersonalrepRSentabVC'S account is: c. Did the personaJ ~resentarive state an account informally lathe parties in interest? Yes 0 No 18J .. c. Copies of receipt$, releaSes, joinders and approval of fomwor info~I llCCOun15 may be filed with the Clerfc of the Orphans' d may be 3 a_heel to this report. Date: Marcn . 2006 N ~ N 2: 0.- cr> , ~ c=: z:: ~ ~ ~ ("--I Dale F. Shughart. Jr. Name 35 East High Street. Suite 203 , Carlisle, PA 17013 Addreu 111-241--4311 Telephone No. Capacity: 0 Personal Representative ~ Counsel for personal representative ,.- T~~': b:' , -::)C ~Oc:'. ou., ~ cr: ;. ',": O:~"-~. U-I"-S-. ~~...' ' o:Ci,", 0.. ;;" ?5~ U NO. 264 (;11212 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/05/2006 WYLIE JAMES M JR 408 PINE ROAD PO BOX 76 MT HOLLY SPRINGS, PA 17065 RE: Estate of WYLIE JAMES M File Number: 2004-00742 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: 8/05/2006 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, v . L~~. . rL/ t 77J'.iP,f!~'''',' / j/~,,E, ," '_ ".."- "_<{A,'va.'.""" jJU~ . 7'.. /' ,. Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~, Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/05/2006 SHUGHART DALE F JR ESQUIRE SUITE 203 35 E HIGH STREET CARLISLE, PA 17013 RE: Estate of WYLIE JAMES M File Number: 2004-00742 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. 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: 8/05/2006 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, v' ~ ~_._f) lZ1}lJf2(/JxrdB/J?;~ ( Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) \(,