The URL can be used to link to this page

Home My WebLink About03-0339REVOCATION OF LETTERS IN RE: CHARLES W. ROBINSON DECEASED : REGISTER OF WILLS : CUMBERLAND COUNTY : PENNSYLVANIA : ESTATE NO: 21-03-0339 ORDER OF THE REGISTER OF WILLS TO REVOKE LETTERS OF TESTAMENTARY AND NOW, this 30th day of April 2003, I, Donna M. Otto, 1st Deputy, Register of Wills in an for the County of Cumberland, do hereby revoke Letters of Testamentary issued to Jean L. Burkholder on April 16, 2003. A later will was found which is dated October 5th, 1995. New letters Testamentary are being issued on April 30, 2003, to Jean L. Burkholder same named executrix. Donna M. Otto, 1st Deputy Register of Wills Cumberland County Courthouse Carlisle, PA 17013 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Charles W. Robinson No. also known as To: Deceased. Social Security No. I 74 - 05-15'93 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut rix in the last will of the above decedent, dated June I 5, and codicil(s) dated Register of Wills for the County of Cumberland Commonwealth of Pennsylvania in the named ,19 88 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at 199 Kerrs Road.. Carlisle West Pennsboro Township (list street, number and muncipality) Decendent, then 89 years of age, died APril 7, 2003 ,xg[_~, at 199 Kerrs ROad.. Carlisle: pA 17013 Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offer, ed for probate; was not the victim of a killing and was never adjudicated incompetent: no except.ions Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: 199 Kerrs Road: Carlisle: PA $ 300,000 $ $120~000 WHEREFORE, petitioner(s) respectfully presented herewith and the grant of letters theron. request(s) the p~obate of the last will and codicil(s) testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) ~n ~. Burkholder 960 Eno!a Road Car!is!c PA 17013 OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly a~inister the estate according to law. Sworn to or affirmed and subscribed ~*~' 'lSth . - . I ~dean ~e m~.thi~ ........ 9ay ox Aprx~ zuu~ ~ ,~ No. ~1o 03 - ~cl Estate Of Charles W. Robinson .% ~eceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW APril 16tJl~_ ~. 200,3in consideration c.; ,-ne Det. itior; on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated June 1 5, 1 988 described therein be admitted to probate and filed of record as the last will of Charles W. Robinson and Letters are hereby granted to Jean L. Burkholder FEES Probate, Letters, Etc .......... $. Short Certificates( ) .......... $ R~rlL~I~t~ extr.a .pagas... $ 12.00 ,icp $ 10.00 TOTAL ~ $ 39R.0f} .4.-.16 .- 2P.Q3 Filed 'E~l'l'6a' atty 4-16-'~b'd~ ......... 340.00 36.00 [-Register of W'iL ]- ~] F-"/' - "" / / A OR u . Ct I. No. ~nald' ~r. ~'~on', %s~., 16453 //78 West PonYfret Street ' car!isle, (717) 243-01 23 PHONE $0. 21-03-339 Estate Of Charles W. Robinson , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW APRIL 30t,h X~003 , in consideration c.~' ,:,-~e vetitiort on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated October 5, 1 99~ described therein be admitted to probate and filed of record as the last will of Charles W. Robinson ; and Letters testamentary are hereby granted to Jean L. Burkholder FEES Probate, Letters, Etc .......... $ 25.00 Short Certificates(10 .......... $ 30.00 Renunciation ................ $ $ TOTAL $ 55.00 Filed . .Al?..R.I.L...39.t.,n. .2..09.3 ................. 78 West Pomfret Street Carlisle, PA 17013 7170243-0123 ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE In accordance with 20 Pa.C.S.A. Section 3138 the Petitioner herein, being the same Petitioner as in the prior petition fo probate, wavies any notice which may be required under the statute and concurs that the Register may open the probate record and amend the probate record in accordance with this Amended Petition to Probate. Jean L. Burkholder 6§:rd RZS&t fO. CALLED ATTORNEY APRIL 30, 2003 AMENDED PETITION FOR PROBATE and GRANT OF LETTERS Estate of Charles W. Robinson No. 2003-00339 also known as To: Social Security No. 1 74 - 05 - 1 5 ~ 3Deceased' The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age. or. older an t~e executrix in the last will of the above decedent, dated UCEoDer ~, and codicil(s) dated Prior Will dated June 15: 1988 which was in the Register of Wills for the County of Commonwealth of Pennsylvania in the named ,1~95 d~pn.~i P bray w~ ~hml ete~ tO Probate on anr~ I 1 ~ ?~q =ha I ~tters issued 4/~6/0~ -T~e ~xecutrix named in ~i~-wiili~-~e-s~m~-as in the prior Wil~s~ate relevant circnmstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in. Cumberland Countyo Pennsylvania, with h is last family or principal residence at 1 99 Kerrs Road, Carlisle, West Pennsboro Township (list street, number and muncipality) Decendent, then 89 years of age, died April "/ , 2003 ,19 , at 1 99 Kerrs Road: Carlisle: PA 17013 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: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 3 0 0,0 0 0 (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: 199 Kerrs Road, Carlisle, PA $ 120,000 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.) theron. Jean L. Burkholder ~/960 Enola Road Carlisle, PA !70!3 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will v),~lhand truly administer the estate according to law. Sworn to or affirmed nd subscribed .... .~u:~j~ - ~ oexor~e tins. ~ ~-'- aay o~ ~ ' _ Regist~' OF CHARLES W. ROBINSON I, CHARLES W. ROBINSON, of West Pennsboro Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and form following: 1. I hereby expressly revoke all Wills and Codicils heretofore made by me. 2. I hereby direct my Executrix to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. 3. I direct that all taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be paid out of my estate as a part of the administration of my estate. 4. I give, devise and bequeath the remainder of my estate as follows: A. The sum of Five Thousand Dollars ($5,000.00) to my wife's niece, Doris Zams, and to her issue per stirpes if she is not then living. B. The sum of Five Thousand Dollars ($5,000.00) to my Trustee hereinafter named, In Trust, to pay the income therefrom to my wife's niece, Linde Kistler in quarterly or other convenient installments for her lifetime; and at her 1 death, to pay the principal to her children then living, in equal shares, to be distributed to them upon reaching the age of twenty-five years, or to their estate in the event of death prior thereto. C. The sum of Two Thousand Dollars ($2,000.00) to each brother and sister then living of myself and my wife. D. The sum of Two Thousand Dollars ($2,000.00) to each nephew and niece then living of myself and my wife. E. The sum of Five Hundred Dollars ($500.00) to West Hill United Methodist Church, R. D. 4, Carlisle, Rennsylvania. F. One-half of the residue to the brother and sisters of myself and my wife who are then living~ and my wife's nieces, Doris Zams and Linda Kistler, or to their issue per stirpes, if either are then deceased~ in equal shares. G. One-half of the residue to the brother, sisters, nephews and nieces of myself and my wife, who are then living, in equal shares. 5. The share of my wife's nephew, S. Frank Miller, shall be held by my Trustee hereinafter named, In Trust, to be administered as follows: Trustee shall accumulate the net income from the trust and may make such distributions from income, accumulated income or principal, even to the exhaustion of all principal, to or for the benefit of S. Frank Miller, as Trustee considers advisable to maintain him in the station of life to which he is accustomed at the time of the creation of this trust. Upon the death of S. Frank Miller, any accumulated income and principal remaining shall be paid to his estate. All principal 2 and income while in the hands of Trustee shall not be subject to anticipation, assignment, pledge or obligation of any beneficiary. 6. I nominate and appoint my wife's niece, Doris Zams, Trustee of the trusts herein provided; and as substitute Trustee I nominate and appoint my wife's sister, Ruth Kling. 7. I nominate and appoint my wife's sister, Oean L. Burkholder, as Executrix of this my Last Will and Testament; and as substitute Executrices I nominate and appoint in order of preference, first, Doris Zams; and second, Ruth Kling. 8. I direct that my personal representative and Trustee, as well as their successors, shall not be required to file bond or security in any jurisdiction. this IN WITNESS WHEREOF, I have hereunto set my hand and seal / 5-' day of ~?'~'~' ?i~_~ 1988 , WITNESS: (SEAL) COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : I, Charles W. Robinson, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowZedge that I signed and executed the instrument as my Last Wi11; that I signed it will£ngly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or aff£rmed to and acknowledged before me, by Charles W. Robinson, Testator this i~ day of %~- , 1988. estator i~/::~I_,~E MARHEVKA, Notary Public ~.~, ~berland County, Pa. E.p ,o, COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : We, James D. Flower and Janice E. Hertz!er , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator, Charles W. Robinson, sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me, by James D. Flower and Janice E. Hertzler witnesses, this ~. day of c~_x,~.~. , 1988. Ndtary MERLENE MARHEVKA, Notary P~bti~ Carlisle, Cumberland County, Pa. hay Commission Expires AMENDED PETITION FOR PROBATE and GRANT OF LETTERS Estate ~ Charles W. Robinson No. 2003-00339 also known as Social Security No. 1 74 - 05-1 5 ~ 3Deceased' To: Register of Wills for the County of Commonwealth of Pennsylvania in the The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age. or. okler an ~, 1595 in the last will of the above decedent, dated UCEoDer e executrix named and codicil(s) dated ' Prior Will dated June 15: 1988 which was ~n the d~d~n~.~ salt: d~p~i ~ hc~w w~ ~nhml ~ted to Probate ~m a~r~ ] 1 ~ 7m~ and letters issued 4/16/0~-~ -T~e ~.xecutrix named ih ~-wiiii~-[~e same as in the prior Wild,ate relevant circumstances, e.g. renunciation, death of executor, etc.) .Decendent was domiciled at death in Cumberland County~ Pennsylvania, with hxs last family or principal residence at I 99 Kerrs Roadt Carlisle, West Pennsboro Township (list street, number and muncipality) Decendent, then 89 years of age, died April '7 , 2003 , 19 at 199 Kerrs Road; C~rl~sl~. PA 1701 ~ ' Except as follows, decedent did not marry[ was not divorced and did not have a child horn or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: 199 Kerrs Road, Carlisle, PA $ 300,000 $ $ 120,000 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) Jean L. Burkholder 960 Enola Road Carlisle, PA !7013 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will~ f)~and truly ad~]~ter.~ ,'/"~..qthe estate according to law. Sworn to or affir~med_~and subscribed ,-,~.dea/~n ~a-~-- before-me this. c.z~,~-c~'~ day of /I/~' an ',- / r --Registe,~l~.~ /'7- NO. _ 21-03-339 Estate Of Charles W. Robinson , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW APRIL 30t,h X~J:103 , in consideration c.~' .:ne 13et.!tior.. on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated October 5 .. 1 9 95 described therein be admitted to probate and filed of record as the last will of Charles W. Robinson ; and Letters testamentary are hereby granted to Jean L. Burkholder FEES Probate, Letters, Etc .......... $ 25.00 Short Certificates(10t .......... $ 30.00 Renunciation ................ $ TOTAL .$ 55.00 Filed APRIL 30t,n 2003 . 164S3 78 West Pomfret Street Carlisle, PA 17013 71 70243-01 23 ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE In accordance with 20 Pa.C.S.A. Section 3138 the Petitioner herein, being the same Petitioner as in the prior petition fo probate, wavies any notice which may be required under the statute and concurs that the Register may open the probate record and amend the probate record in accordance with this Amended Petition to Probate. Jean L. Burkholder 6~: t d 8Z ~td~t E0. CALLED ATTORNEY APRIL 30, 2003 CHARLES W. ROBINSON LAW OFFICES FLOWER, KRAMER, MORGENTHAL & FLOWER THREE IRVII%'-E ROW CARLISLI~, PIil',~SYLVA,NIA 17013 Wills\Robinson.CW\smr 21-03-339 OF CHARLES W. ROBINSON I, CHARLES W. ROBINSON, of West Pennsboro Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and form following: FIRST: SECOND: I hereby expressly revoke all Wills and Codicils heretofore made by me. I hereby direct my Executrix to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. THIRD: I direct that all taxes which may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid out of my estate as a part of the administration of my estate. FOURTH: I give, devise and bequeath the remainder of my estate as follows: A. I give and bequeath to my friend, HELEN HAULMAN, any automobile owned by me at my death, together with any insurance policy thereon, provided that she survives my death. Said bequest shall be free of any and all expenses including transfer or sales tax, registration charges, and similar costs. B. The sum of Five Thousand Dollars ($5,000.00) to my wife's niece, DORIS ZAMS, and to her issue per stirpes if she is not then living. WILLS\Hock. DE\smr C. The sum of Five Thousand Dollars ($5,000.00) to my Trustee hereinafter named, In Trust, to pay the income therefrom to my wife's niece, LINDA KISTLER in quarterly or other convenient installments for her lifetime; and at her death, to pay the principal to her children then living, in equal shares, to be distributed to them upon reaching the age of twenty-five (25) years, or to their estate in the event of death prior thereto. D. The sum of Two Thousand Dollars ($2,000.00) to each brother and sister then living of myself and my wife. E. The sum of Two Thousand Dollars ($2,000.00) to each nephew and niece then living of myself and my wife. F. The sum of Five Thousand Dollars ($5,000.00) to West Hill United Methodist Church, R.D. #4, Carlisle, Pennsylvania. G. One-half of the residue to the brother and sisters of myself and my wife who are then living; and my wife's nieces, DORIS ZAMS and LINDA KISTLER, or to their issue per stirpes, if either are then deceased; in equal shares. H. One-half of the residue to the brother, sisters, nephews and nieces of myself and my wife, who are then living, in equal shares. FIFTH: The share of my wife's nephew, S. FRANK MILLER, shall be held by my Trustee hereinafter named, In Trust, to be administered as follows: Trustee shall accumulate the net income from the Trust and may make such distributions from income, accumulated income or principal, even to the exhaustion of all principal, to or for the benefit of S. FRANK MILLER, as Trustee considers advisable to maintain him in the station of life to which he is accustomed at the time of the creation of this Trust. Upon the death of S. FRANK MILLER, any accumulated income and principal remaining shall be paid to his estate. All principal and income while in the hands of Trustee shall not be subject to anticipation, assignment, pledge or obligation of any beneficiary. WILLS\Hock. DE\smr SIXTH: I nominate and appoint my wife's niece, DORIS ZAMS, Trustee of the Trusts herein provided; and as substitute Trustee I nominate and appoint my wife's sister, RUTH KLING. SEVENTH: I nominate and appoint my wife's sister, JEAN L. BURKHOLDER, AS Executrix of this my Last Will and Testament; and as substitute Executrices I nominate and appoint in order of preference, first, DORIS ZAMS; and second, RUTH KLING. EIGHTH: I direct that my personal representative and Trustee, as well as their successors, shall not be required to file bond or security in any jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal this -~--//~ dayof O(~-0 bl~g~ ,1995. SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: CHARLES W. ROBINSON WILLS\Hock. DE\star COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. I, CHARLES W. ROBINSON, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirm~ to and acknowledged before~ , me, by CHARLES W. ROBINSON, the Testator, this ~ day of ~'~-1- , 1995. CHARLES W. ROBINSON, Testator Notary Publico~ NOTARIAL 8F.~J. sus~ M. RAMSEY, Nolary Pul~ CadiZ, ~ ~, Pa. WILLS\Hock. DE\smr COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. We, l~x:c, ter M. Mor~enthal and 12~bor~ J. Boyd , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we are present and saw Testator, CHARLES W. ROBINSON, sign and execute the instrument as his Last Will, that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by Po:jet M. Morcjenthal and Detx)rah J. Boyd , witnesses this 5th day of October , 1995. Witness Notary t~ublic SUSAN M. RAMSEY, No~y Public Caulisle, Omtedand Courtly, Pa. ~ ~ Expires Sepiember 6.1999 CHAi~T.V.q W. ROBINSON LAW OFFICES FLOWER, MORGENTHAL, FLOWER & LINDSAY, P. C. 11 EAST HIGH STREET CARLISLE, PENNSYLVANIA 17013 Name of Decedent: Date of Death: Will No: CERTIFICATION OF NOTICE UNDER RULES 5.6(a) Charles W. Robinson April 7, 2003 21-03-0339 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on April 17, 2003: Kenneth Lee Robinson 128 Springfield Road Newville, PA 17241 Linda M. Kincaid 12514 Holyoke Avenue Tampa, Fl 33624 Betty L. Adams 12306 Worchester Avenue Tampa, FL 33624 Burdette W. Robison 12306 Worchester Avenue Tampa, FL 33624 Donna J. Wilson 3514 Rimer Highway Newville, PA 17241 Nancy L. Madden 1026 N. US Route 15 Dillsburg, PA 17019 Lester D. Robinson 2204 Rimer Highway Shippensburg, PA 17257 Doris Jean Rodriquez 1299 Williams Grove Road Mechanicsburg, PA 17055 Jean L. Burkholder 960 Enola Road Carlisle, PA 17013 Standford Frank Miller 57 West Louther Street Carlisle, PA 17013 Richard L. Miller 510 Schoolhouse Lane Shippensburg, PA 17257 David E. Miller 1950 Waggoners Gap Road Carlisle, PA 17013 James E. Cohick 6539 Brethren Church Road Newburg, PA 17240 Ronald C. Cohick 1974 Linden Lane Hatfield, PA 19440 Doris L. Zams 7 Bryce Road Voorhees, NJ 08043 Linda L. Kistler Waylen 1370 McClures Gap Road Carlisle, PA 17013 Susan A. Kling 24 Thomhill Court Carlisle, PA 17013 Nancy J. Bear 1420 McClures Gap Road Carlisle, PA 17013 Dennis L. Calaman 315 richland Road Carlisle, PA 17013 Paul E. Calaman, III 322 Roxbury Road Newville, PA 17241 Deborah K. Loy 318 Forge Road Boiling Springs, PA 17007 B. Charles Caiman 10 Stone Church Road Carlisle, PA 17013 Ann L. Burkholder 2402 Valley Drive Alexandria, VA 22302 Mark W. Burkholder 1323 Clover Dale Drive Richardson, TX 75080 Amy Burkholder Tschudin 2617 Spencer Road Chevy Chase, MD 20815 Reverend Iva O'Brien West Hill United Methodist Church 35 Mt. Rock Road Newville, PA 17241 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: No exceptions. Date: April 17, 2003 ~,~ff~'~~~ Ro~(d l~. ~ohnson, F~sl~frre '' 78 ~Vest Pomfret Str/6)~ Ca~lisle, PA 17013(/ Phone: 717-243-0123 Capacity: Counsel for personal representatives CERTIFICATION OF NOTICE UNDER RULES 5.6(a) Name of Decedent: Date of Death: Will No: Charles W. Robinson April 7, 2003 21-03-0339 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on April 17, 2003: Kenneth Lee Robinson 128 Springfield Road Newville, PA 17241 Linda M. Kincaid 12514 Holyoke Avenue Tampa, Fl 33624 Betty L. Adams 12306 Worchester Avenue Tampa, FL 33624 Burdette W. Robison 12306 Worchester Avenue Tampa, FL 33624 Donna J. Wilson 3514 Rimer Highway Newville, PA 17241 Nancy L. Madden 1026 N. US Route 15 Dillsburg, PA 17019 Lester D. Robinson 2204 Rimer Highway Shippensburg, PA 17257 Doris Jean Rodriquez 1299 Williams Grove Road Mechanicsburg, PA 17055 Jean L. Burkholder 960 Enola Road Carlisle, PA 17013 Standford Frank Miller 57 West Louther Street Carlisle, PA 17013 Richard L. Miller 510 Schoolhouse Lane Shippensburg, PA 17257 David E. Miller 1950 Waggoners Gap Road Carlisle, PA 17013 James E. Cohiek 6539 Brethren Church Road Newburg, PA 17240 Ronald C. Cohick 1974 Linden Lane Hatfield, PA 19440 Doris L. Zams 7 Bryce Road Voorhees, NJ 08043 Linda L. Kistler Waylen 1370 McClures Gap Road Carlisle, PA 17013 Susan A. Kling 24 Thomhill Court Carlisle, PA 17013 Nancy J. Bear 1420 McClures Gap Road Carlisle, PA 17013 Dennis L. Calaman 315 richland Road Carlisle, PA 17013 Paul E. Calaman, III 322 Roxbury Road Newville, PA 17241 Deborah K. Loy 318 Forge Road Boiling Springs, PA 17007 B. Charles Calaman 10 Stone Church Road Carlisle, PA 17013 Ann L. Burkholder 2402 Valley Drive Alexandria, VA 22302 Mark W. Burkholder 1323 Clover Dale Drive Richardson, TX 75080 Amy Burkholder Tschudin 2617 Spencer'Road Chevy Chase, MD 20815 Reverend Ira O'Brien West Hill United Methodist Church 35 Mt. Rock Road Newville, PA 17241 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: No exceptions. Roland 1}. ~Ohnson, F~l~re ' 78 Fest Pom~et S~ C~lisle, PA 1701~ Phone: 717-243-0123 Capaci~: Counsel for personal representatives Name of Decedent: Date of Death: Will No: CERTIFICATION OF NOTICE UNDER RULES 5.6(a) Charles W. Robinson April 7, 2003 21-03-0339 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on May 5, 2003: ZO: l ll/ 9- 2 /14 £0. Kenneth Lee Robinson 128 Springfield Road Newville, PA 17241 Linda M. Kincaid 12514 Holyoke Avenue Tampa, F1 33624 Betty L. Adams 12306 Worchester Avenue Tampa, FL 33624 Burdette W. Robison 12306 Worchester Avenue Tampa, FL 33624 Donna J. Wilson 3514 Ritner Highway Newville, PA 17241 Nancy L. Madden 1026 N. US Route 15 Dillsburg, PA 17019 Lester D. Robinson 2204 Ritner Highway Shippensburg, PA 17257 Doris Jean Rodriquez 1299 Williams Grove Road Mechanicsburg, PA 17055 Jean L. Burkholder 960 Enola Road Carlisle, PA 17013 Standford Frank Miller 57 West Louther Street Carlisle, PA 17013 Richard L. Miller 510 Schoolhouse Lane Shippensburg, PA 17257 David E. Miller 1950 Waggoners Gap Road Carlisle, PA 17013 James E. Cohick 6539 Brethren Church Road Newburg, PA 17240 Ronald C. Cohick 1974 Linden Lane Hatfield, PA 19440 Doris L. Zams 7 Bryce Road Voorhees, NJ 08043 Linda L. Kistler Waylen 1370 McClures Gap Road Carlisle, PA 17013 Susan A. Kling 24 Thomhill Court Carlisle, PA 17013 Nancy J. Bear 1420 McClures Gap Road Carlisle, PA 17013 Dennis L. Calaman 315 richland Road Carlisle, PA 17013 Paul E. Calaman, III 322 Roxbury Road Newville, PA 17241 Deborah K. Loy 318 Forge Road Boiling Springs, PA 17007 B. Charles Calaman 10 Stone Church Road Carlisle, PA 17013 Ann L. Burkholder 2402 Valley Drive Alexandria, VA 22302 Mark W. Burkholder 1323 Clover Dale Drive Richardson, TX 75080 Amy Burkholder Tschudin 2617 Spencer Road Chevy Chase, MD 20815 Reverend Iva O'Brien West Hill United Methodist Church 35 Mt. Rock Road Newville, PA 17241 Helen M. Kaulman 208 N. Mountain Road Newville, PA 17241 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: No exceptions. Phone: 717r243-0123 CapaciW: Counsel for personal representatives COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002726 JOHNSON RONALD E ESQUIRE 78 WEST POMFRET STREET CARLISLE, PA 17113 ........ fold ESTATE INFORMATION: SSN: 174-05-1593 FILE NUMBER: 21 03-0339 DECEDENT NAME: ROBINSON CHARLES W DATE OF PAYMENT: 06/24/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/07/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $84,000.00 TOTAL AMOUNT PAID' $84,000.00 REMARKS: JEAN L BURKHOLDER EXECUTRIX C/O RONALD E JOHNSON ESQUIRE SEAL CHECK# 120 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17126-0601 REV-1500 TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21-03-0339 3OUNTY CODE YBAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER z Robinson, Charles W. 174-05-1593 "' I ~ DATE OF DEATH (MM-DD-YY) DATE OF BIRTH (MM-DD-YY) THIS MUST BE FILED IN DUPLICATE ,. April 7, 2003 May 21 1913 WITH THE REGISTER OF WILLS O , LLI IF APPLICABLE) SURVIVING SPOUSE'S NAME SOCIAL SECURITY NUMBER n/a I uJ Z Z Z X---1 1. Original Return [] 2. Supplemental Return [] 3. Remainder Return '~ 4. Limited Estate [] 4a. Future interest Compromise [] 5. Fed. Est. Tax Return Req'd X--~ 6. Decedent Died Testate [] 7. Decedent had Living Trust 1__ 8. Total number of SDB's q 9. Lit'g'tion Proceeds Rec'd ['~,,,,,~ 10. Spousal Poverty Credit ~] 11. Election to tax w/Sec. 9113(A) NAME: Ronald E. Johnson, Esquire FIRM NAME: Andrews & Johnson TELEPHONE NUMBER 717 243-0123 COMPLETE MAILING ADDRESS: Ronald E. Johnson, Esq. Andrews & Johnson 78 W. Pomfret St. Carlisle, PA 17013 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3.Closely Held Corporation, Partnership or Sole-Prop. (3) 4. Modgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Misc. Personal Prop.(Sch. E) (5) 6. Jointly Owned Property (Schedule F) (6) [--I Separate Billing Requested 7. Inter-Vivos Transfers & Misc. Non-Propate Prop. (7) 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administration Costs (Sch H) (9) 10. Debts of Decedent, Mortgage liabilities, & Liens (10) 11. Total Deductions (total lines 9&10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made 14. Net Value Subject to Tax (Line 12 minus Line 13) $136,000.00 $116,21 $18,230.50 $410,538.24 $40,564.71 (8) OFFI{~L USE ONLY $721,552.02 $70,415.24 $484.21 (11) $70,899.45 (12) $650,652.57 (13) $5,000.00 (14) $645,652.57 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amnt of Line 14 taxable at the spousal rate, or transfers under Sec.9116(a)(1.2) x.0._. (15) $0.00 16. Amount of Line 14 taxable at lineal rate $0 x.045 (16) $0.00 17. Amount of Line 14taxable at sibling rate $86,920 x.12 (17) $10,430.36 18. Amount of Line 14 taxable at collateral rate $558,733 x.15 (18) $83,809.94 19. Tax Due (19) $94,240.30 20 [] CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Dec,dent's Complete Address: STREET ADDRESS 199 Kerfs Road CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments $84,000.00 C. Discounts $4,421.05 $94,240.30 Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A+B+C) Total Interest/Pentalty (D+E) If Line 2 is greater than Line I + Line 3, enter the difference. This is the OVERPAYMENT, Check box on Page 1 Line 20 to request a refund 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 + 5A. This is the BALANCE DUE. 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 transerred or its income: c, retain a reversionary interest: or d. retain the promise for life of either payments or care? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? Did decedent own an "in trust for'' or payable upon death bank account or security at his or her death? Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary disignation? (2) $88,421.05 (3) $0.00 (4) (5) $5,819.25 (SA) (SB) $5,819.25 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. yes no 2. 4. 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 of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNAT_~RE OF PERSON RESPONSIBLE FOR FILING RF,,,T, CJRN AD. SS. /O 78 West Pom~et ~et, Carlisle, PA 17013 SIGN~ P~EP~E~ER~ ~ESENTATIVE ¢o 78 W Pomfret Street, Carlisle, PA 17013 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% [72P.S Sec 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 Sec 9116(a)(1 1)(ii)] The statute does not exempt 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 deseased 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. Sec. 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. Sec. 9116(1.2) [72 P.S Sec.9116(a)(1) The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is 12% [72 P.S. Sec.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. OF CHARLES W. ROBINSON I, CHARLES W. ROBINSON, of West Pennsboro Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and form following: FIRST: SECOND: I hereby expressly revoke all Wills and Codicils heretofore made by me. I hereby direct my Executrix to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. THIRD: I direct that all taxes which may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid out of my estate as a part of the administration of my estate. FOURTH: I give, devise and bequeath the remainder of my estate as follows: A. I give and bequeath to my friend, HELEN HAULMAN, any automobile owned by me at my death, together with any insurance policy thereon, provided that she survives my death. Said bequest shall be free of any and all expenses including transfer or sales tax, registration charges, and similar costs. B. The sum of Five Thousand Dollars ($5,000.00) to my wife's niece, DORIS ZAMS, and to her issue per stirpes if she is not then living. WILI.~Hock. DE\smr C. The sum of Five Thousand Dollars ($5,000.00) to my Trustee hereinafter named, In Trust, to pay the income therefrom to my wife's niece, LINDA KISTLER in quarterly or other convenient installments for her lifetime; and at her death, to pay the principal to her children then living, in equal shares, to be distributed to them upon reaching the age of twenty-five (25) years, or to their estate in the event of death prior thereto. D. The sum of Two Thousand Dollars ($2,000.00) to each brother and sister then living of myself and my wife. E. The sum of Two Thousand Dollars ($2,000.00) to each nephew and niece then living of myself and my wife. F. The sum of Five Thousand Dollars ($5,000.00) to West Hill United Methodist Church, R.D. #4, Carlisle, Pennsylvania. G. One-half of the residue to the brother and sisters of myself and my wife who are then living; and my wife's nieces, DORIS ZAMS and LINDA KISTLER, or to their issue per stirpes, if either are then deceased; in equal shares. H. One-half of the residue to the brother, sisters, nephews and nieces of myself and my wife, who are then living, in equal shares. FIFTH: The share of my wife's nephew, S. FRANK MILLER, shall be held by my Trustee hereinafter named, In Trust, to be administered as follows: Trustee shall accumulate the net income from the Trust and may make such distributions from income, accumulated income or principal, even to the exhaustion of all principal, to or for the benefit of S. FRANK MILLER, as Trustee considers advisable to maintain him in the station of life to which he is accustomed at the time of the creation of this Trust. Upon the death of S. FRANK MILLER, any accumulated income and principal remaining shall be paid to his estate. All principal and income while in the hands of Trustee shall not be subject to anticipation, assignment, pledge or obligation of any beneficiary. WILLS\Ho~k,DE\smr SIXTH: I nominate and appoint my wife's niece, DORIS ZAMS, Trustee of the Trusts herein provided; and as substitute Trustee I nominate and appoint my wife's sister, RUTH KLING. SEVENTH: I nominate and appoint my wife's sister, JEAN L. BURKHOLDER, AS Executrix of this my Last Will and Testament; and as substitute Executrices I nominate and appoint in order of preference~ first, DORIS ZAMS; and second, RUTH KLING. EIGHTH: I direct that my personal representative and Trustee, as well as their successors, shall not be required to file bond or security in any jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal this -~--~ dayof (~ ~_,-/--o ~tr" ,1995. SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: CHARLES W. ROBINSON WILLS\Hock. DE\star COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. I, CHARLES W. ROBINSON, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmer[ to and acknowledged before me, by CHARLES W. ROBINSON, the Testator, this ,~ day of ~ , 1995. CHARLES W. ROBINSON, Testator Notary PublicO' SUSAN U. P.~EY, No~y PulSe COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBE~D SS. We, l~oger M. Morgenthal and Deborah J. Boyd , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we are present and saw Testator, CHARLES W. ROBINSON, sign and execute the instrument as his Last Will, that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by Poger M. Mor~enthal and Deborah J. Boyd , witnesses this 5th day of October , 1995. Witness I f/q~ Commi.lm Expir. $eptsmb~ 6,19ffi SCHEDULE A REAL ESTATE ESTATE OF Charles W. Robinson FILE NUMBER 21-03-339 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value with is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to sell, both having reasonable knowledge of the relevant facts. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 ALL THAT CERTAIN house and lot of ground situate in West Pennsboro Township, Cumberland County, Pennsylvania containing 1.7914 acres and having thereon erected a ranch style dwelling known and numbered as 199 Kerrs Road, Carlisle, PA BEING the remaining part of a certain tract of land which Norman F. Stambaugh and Annie E. Stambaugh, his wife, by their deed dated March 5, 1951, and recorded in the Office of the Recorder of Deeds in and for Cumberland County in Deed Book P, Volume 14, Page 378, granted and conveyed unto Charles W. Robinson and Helen E. Robinson, his wife. The said Helen E. Robinson died on September 7, 1986, thus vesting full fee simple title in Charles W. Robinson, the decedent. Property sold. See settlement sheet attached $136,000.00 TOTAL (also on line 1, Recapitulation) $136,000.00 A, U.S. DEPARTMENT OF HOUS NG and URBAN DEVELOPMENT OMB No, 2502-0265 ~ ' SETTLEMENT STATEMENT ~ TITLEPRO SECURED LAND Laserp TRANSFERS, INC. B. TYPE OF LOAN 5006 East Trindle Road ,. [ ] FHA 2. [ ] FMHA 3. ~ } CONV. UNINS. Suite 203 4. I ]VA 5. [XCONV. INS. Mechanicsburg, PA 17055 6. FILE NUMBER: I 7. LOAN NUMBER: 50505~- 0000029652 Phone: (717) 591-8500 FAX: (717) 591-8506 8. MORT. INS. CASENO.: C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked '(p.o.c,)' were paid outside the closing; they are shown here for informational purposes and are not included in the totals, D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F NAME AND ADDRESS OF LENDER: Keith H. Doersom The Estate of American Home Bank Karen E. Beaston Charles W. Robinson 805 Estelle Drive, Suite Lancaster PA 17601 G, PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SE3q'LEMENT DATE: Lot 3 Plan Book 53-73 199 Kerrs Road Secured Land Transfers, Inc. 05/23/03 West Pennsboro TOWNSHIP PLACE OF SE'CrLEMENT: CUMBERLAND County 5006 E. Trindle Rd, #203, Mech. PA 1705C J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 1oo GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER I lOl. Contract sales price 136000 . 00 4o,.Contract sales price 136000.00 lO2. Personal property 4o2.Personal property to3. Settlement charges to borrower (line 1400) 5 2 3 7.3 0 403. 104. 404. 105. 405. Adjustments for items paid by seller in advance Adjustments for items paid by seller in advance 106. City/Town tax to 406.cib/rrown tax to 107 Coun~ tax 05/23/03to 12/31/03 168.63 40?.C0un~ tax 05/23/03to 12/31/03 168.63 108. Assessmenls to 408.Assessments to ,09. achool 05/23/03to 06/30/03 121 . 26 409. schooz 05/23/03to 06/30/03 121. 26 11o to 41o. to 111. 411, 112, 412. 120. GROSS AMOUNT DUE FROM BORROWER 141527.19 42o. GROSS AMOUNT DUE TO SELLER 136289.89 200. AMOUNTS PAID BY OR IN BEHALF OF BOR BOWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201. Deposit or earnest money 10 0 0 , 0 0 sot.Excess deposit (see instructions) 2o2. Principal amount of new loan(s) 129200.00 soz. Settlement charges to seller (line 1400) 9785.00 2o3. Existing loan(s) taken subject to so3.Existing loan(s) taken subject to 204. so4.Payoff of First Morlgage Loan NONE 205 sos. Payoff of Second Mortgage Loan 206 506. 207. 507 zos 508 209 509. Adjustments for items unpaid by seller Adjustments for items unpaid by seller 210 City/Town lax [0 SlO Cffy/Town tax to 211. Counly tax I0 511.County tax 212. Assessrnenls to 512. Assessments 220. TOTAL PAID BY/FOR BORROWER 130200.00 52o. TOTAL REDUCTION AMOUNT DUE SELLER 9785.00 300. CASH AT SETTLEMENT FROM OR TO BORROWER 6o0. CASH AT SETTLEMENT TO OR FROM SELLER 301 Gross amount due from borrower (line 120) -1 4 1 5 2 7 , 1 9 cci.Gross amount due to seller (line 420) ~. 3 6 2'8 9,8 9 3o2. Less amount paid by/for borrower (line 220) 1 3 0 2 0 0,0 0so2.Less reduction amount due seller (line 520) 9 7 8 5 , 0 0 3o3 CASH (tX] FROM) ([ ]TO) BORROWER 11327.19 SO3.CASH (tX]TO) ([ ]FROM) SELLER 126504,89 Buyer or Borrower's Signalure Se{ler's Signature HUD-1 Rev. 5186 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT OMB No. 2502-0265 SETTLEMENT STATEMENT Page 2 L. SI- I i LEMENT CHARGES 50505~. PAID FROM PAiD FR(~i~~'~ 700. TOTAL SALES/BROKER'S COMMISSION b&sed on price $ 13 6 0 0 0.0 0 SORROWER'B SELLER'S FUNDS AT FUNDS AT Division of Commission (line 700) as follows: Total: $ 8,16 0.0 0 SETTLEMENT SETTLEMENT 702.701'S 8160'00 t° $ to ERA-NRT' Inc' 703. Commission paid at Seltlement 8 1 6 0 . 0 0 704. TransaFee ERA-NRT, Inc. 100.00 100.00 800. ITEMS PAYABLE IN CONNECTION WITH LOAN got Loan Origination Fee % 802. Loan Discount % 803. Appraisal Fee to Steven W. Barrett 250.00 804. Credit Report to Credco 1 9.0 8 805. Lenders Inspection Fee 806. Mortgage Insurance Application Fee to 807. Assumption Fee 808. AdminisFee American Home Bank 390.00 8o9. ProspecFee American Home Bank 21.20 81o. Flood Cert First American 16.50 8tt. TaxService First American 96.00 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Inlerestfrom 05/23/03 to05/31/03 OS 22 .43/day 201.87 902. Mortgage Insurance Premium for mo. to 903. Hazard Insurance Premium for lyrs. to 904. yrs. to 905. 000. RESERVES uI=PU~,ITED WITH LENDER FOR 001. Hazard Insurance 3 mo. OS 30.83 /mo. 92.49 - .- ." ' '',' -~ 002. Mortgage Insurance mo. O $ 8 3 . 9 8 /mo. 003. City/Town/ax mo. O $ /mo. 004. Countytax 4 mo. OS 23.11 /mo. 92.44 - . oo$. Assessments mo. O $ /mo. 0os. School tax 12 mo.O$ 97.33 /mo. 1167.96" *.._ ' . 007. mo. O $ /mo. oo8. A99regate mo. O S /mo. - 184.99 100. TITLE CHARGES 101. Settlement or closing fee to 102. Abstract or title search to 103. Title examination to 104. Title insurance binder 1o lo& Document preparation to 106. Notary fees to Cash 10 . 00 10.00 107. Attorney's fees to Andrews & Johnson (includes above items No.:) 1105, (DOC S) 108. Title Insurance to Secured Land Transfers 123 8.75 (includes above Jlems No.:) End. 1 0 0,3 0 0,9 0 0,7 1 0 ~ ' '' '' :.' lO9. Lender's coverage $ 1 2 9, 2 0 0 110. Owner's coverage $ 1 3 6, 0 0 0 111. Wire Fee Secured Land Transfers 20.00; 112. Mail Fee Secured Land Transfers 15.00 It3. ICPL First American Title 35.00 200. GOVERNMENT RECORDING AND TRANSFER CHARGES 201. Recording fees: DeedS 38.50 Mortgages 72.50 Uisc.$ 111.00 202. City/countytax/stamps: Deeds 1360.00Mortgages 1360.00 203. Stale tax/stamps: Deeds 1360 . 00Mortgages 1360. O0 204. 205. 300. ADDITIONAL SETTLEMENT CHARGES 301. Survey to 1302. Pest Inspection to HomeChek 5 0.0 0 1303. SepticCert DEW & Sons 95.00 155.00 t304. Well Cert HomeChek 40.00 1305. 1400. TOTAL SETTLE MENT CNA RG ES (enter on lines 103 and 502. Sections J and K) 5 2 3 7.3 0 9 ? 8 5.0 0 Parties agree that no lis bili~y is assum~d by Settlement Agent Ior Ihs accuracy el inlormafion lurnished by others as shown on the HUD-1 SeSlemadi Slalement. SeOlement Agent hm'eby exp,'ess reset/es {he right lo deposit any arnounls collecled Ior disbursement in an inlerest bearing account in a Federally insured insiHuticn and io credit any interest so earned Io as own account as sddilional compensallen lot its services in mis transaction HUD CERTIFICATION OF BUYERS AND SELLERS I have carelully reviewed the HUD- I Settlement Statement and to Ihs besl oi my knowledge and bet/el, it is a true and accurate statement ol all receipts and disbursements made on_my ~ccounl by me in Ihis tral~saction. I lurther certlly that I have received a copy of Ihe/~- t Settlement Statement. Buyer or rrower*s Sigealure Seller's Signature Buys res Phone: Selisr's New Address & Phone: tale account di Ihis Iranseclion. ~l~ ca Ii ;~he lunde Io be disbursed in accordance wilh this siatamenl. Swe~II~II~I~t:AIII~:~ c,ime Ich .... ,, mak ........ ~,edS ....... , ..... y,ilar o~Ol~alT3ena isa up ......lotto ....... de a line and impri ....... For detail .... Tilio 18: U.S. Code Section 1081 and Section lOlO HUO-I Rev 5/86 SCHEDULE B STOCKS AND BONDS ESTATE OF FILE NUMBER Charles W. Robinson 21-03-339 (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 99 shares Cumberland Valley Cooperative Association, Inc. - shares redeemed at $10.00 per share 4,117 shares U.S. Government Fund Class A (VKMGX)-Van Kampen Investments ~ $14.46 per share (see attached letter) Eaton Vance Prime Rate Reserves Mutual Fund (EVPRX) (see attached letter) 65 Units Pennsylvania Insured Municipals Income Trust (see letter attached) $990.00 $59,531.82 $35,667.00 $20,029.75 TOTAL (also on line 2, Recapitulation) $116,218.57 Legg Mason Wood Walker, Incorporated 419 Stone.h. edge Drive, Suite I, Carlisle, PA 17013.9128 717 · 258.4363 Member New York Stock Exchange, Inc~/Member S/PC May 1, 2003 Andrews & Johnson Attomeys at Law 78 West Porafret Street Carlisle, Pa 17013 RE: Estate of Charles W. Robinson DOD: April 7, 2003 Dear Attorney Johnson, As to your request to provide information for the account with Van Kampen in which Brian Fields if the broker of records for Mr. Charles W. Robinson, the date of death value is $14.46 per share or a total account value of $59531.82. In order to redeem the account for cash, Van Kampen requires a Letter of Instructions from the executor of the estate which will need to be signature guaranteed, a certified death certificate, a court certified appointment of legal representative, and a wg. This can be mailed to: Van Kampen PO Box 947 JersheyCity, NJ 07303-0947 Or sent overnight to: Van Kampen Harborside Financial Center Plaza 2 2"a Floor Jershey City, NJ 07311-3977 Very truly yours, Brian Fields Financial Advisor BF/daz LANDIS FINACIAL SERVICES 74 WEST POMFRET STREET CARLISLE, PA. 17013 71%245-9522 FAX: 717-249-0296 April 21, 2003 Ronald Johnson, Esquire 78 West Ponxffet Street Carlisle, Pa. 17013 Decedent: SSN: DOD: Charles W. Robinson 174-05-1593 ^pr 7, 2003 Dear Mr Johnson, Enclosed, please find the following information you requested for Mr. Robinson: 1. Non qualified Mutual Fund 2. Account # 1500288442 3. Charles W. Robinson ( Individual Account) 4. Initial investment June 7, 1999 5. Date of Death value April 7, 2003 was $ 35,667.00 We also have listed below the investment company's name, address and phone number, should you need to contact them directly. Eaton Vance Group P.O. Box 9653 Providence RI 02940 1-800-225-6265 Should you need further information, please do not hesitate to comact us. Thank You, Tro~'~H.~Landis Legg Mason Wood Walker,/nc=rporatad 419 Stoneheclge Dfiva. Suite I, Carlisle. PA 17013,9128 717 . 2~8 2003 A.udr~vs & Johnson Attorneys at Law 75 West Pomfr~t Street Carlisle, ;Pa 17013 IEE: F~tate of Charles W. Robinson DOD: April 7, 2003 Dear AUorn~ Johnson, As to yom request to provide iufonnation ,"or the 65 units of Penmylxania Insw~d Municipals lu~ro~ Trmt for Ivlr, Charlos W. Robinson, the date 0f death value is $20,029,75, The bid price of 303.64 and accrued interest of 4,51. See attached statement for Thc Bank of New York. In order to r~deem the certi~c~.~, The Ba,uk of NY requires a Letter af Instructions from the executor of the estate which will need to be signature Sua~anteec[, a court certified appointment of legal r~l~csc, ntative, an Affidavit of Domlcil~ and a W9. I have asked The Bank of NY to send us the packet o£imtructions, that should arrive m three to five days. Very truly yours, Bm Fields Financial Advisor BF/daz LEGG i'6~ON C~RLZSLE P~5~E 03 T-B42 P.00UIiiit: ~-274 THE BANK OF NEW YOKK Deb Z~nn Fax; ?17.25g.4492 A/C: N/O: PENNSYLVANIA INSUKED MUNI INC TR SER 153 CHARr.~.S W ROBINSON Dea~ M~ Z~ Thsnk you ~ yOUr recent fllqlllry conccmin$ the referenced Unit Illveslm~nt Trust TI~ p= uait vah~ efth~ referenced ~ was as Ibllows; Fand &.Seri~ ~[It~te Un~ ~ P, rlea ~ ~ I-PA153 04/07/0:3 65 303.64 4,~1 20.0:19.75 We ~ ~ information proves h=Iprul. If you h~v¢ queaions or r~luir~ fiaihcr assistance, please call our Cta~tomcr Service Departmmt aI (800) 85~..84~7. We look fonv~ to b~int of s~rvice. Very truly you~s~ Christina Axtmarm U~il Investment T~ C~t~ ~ce D~ua~ P,O, ~OX4~. E~q?~"l~ NI~W YOtl~ 13~7- 046!1 SCHEDULE D MORTGAGES AND NOTES RECEIVABLE ESTATE OF FILE NUMBER Charles W. Robinson 21-03-33 9 (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH Leonard Witmer - loan repayment $18,230.50 TOTAL (also on line 4, Recapitulation) $18,230.50 SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANIOUS PERSONAL PROPERTY ESTATE OF FILE NUMBER Charles W. Robinson 21-03-399 (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 Cash Checking account no: 20084908-Waypoint Bank (See letter attached) Interest accured to date of death Checking account no: 434418-M&T Bank (See letter attached) Certificate of Deposit No. 31003911160867-M&T Bank Interest accrued to date of death (See letter attached) Certificate of Deposit No. 1760254946-Waypint Bank Interest accrued to date of death (See letter attached) Certificate of Deposit No. 7100014669-Waypoint Bank Interest accrued to date of death (See letter attached) Savings account no. 201502-00-Members 1 st FCU Interest accrued to date of death (See letter attached) Certificate of Deposit No. 201502-40-Members 1st FCU Interest accrued to date of death (See letter attached) Certificate of Deposit No. 017-2974735-F&M Trust Interest accrued to date of death (See letter attached) Certificate of Deposit No. 5060067995-Orrstown Bank Interest accrued to date of death (See letter attached) (Referred to as a checking account) Household furniture, personal property, tools, tractor, etc. sold at public sale - net of auctioneers fee & expenses (See attached) The Sentinel - refund Keith H. Doerson & Karen E. Beaston - reimbursement for real estate taxes paid in advance PP&L-refund Harleysville Ins.-refund of homeowners ins. premium Sprint-refund Harleysville Ins.-refund of car ins. premium $1,052.07 $36,325.89 $2.24 $2,654.50 $20,000.00 $10.17 $5O,000.O0 $51.78 $50,000.00 $40.19 $11,154.86 $2.73 $80,000.00 $84.30 $50,000.00 $170.95 $100,000.00 $36.16 $7,807.50 $30.O0 $289.89 $4.77 $61.00 $19.24 $740.O0 TOTAL (also on line 5, Recapitulation) $410,538.24 MAY-E~-~005 16:1S FROM:WAYPOINT ?179D97481 TO:?l?~4500G1 LOOK FOR US. WE'LL ~ET YOU THERE. 04/23/2003 ANDREWS & JOHNSON 78 W POMFRET ST CARLISLE PA 17013 The information which you requested on the a¢¢oual~s) of CI-LMLLES ROBINSON (Social Security Number 174-05-1~93 ) is/are a~ follows: A,c. oum Number 1768254946 Ciasa of A¢c~mtt CI~RTWICATI~ Dar, ~ 10/11/94 ~ipal ~hn~ 50000.00 ~ ~t~r~s~ 51.7 8 Bal~ at Date of 50051.78 Acen~ ~nh~ SOLE ~ E~bUsh~ A~unt Clan of A~omt D~ O~ed AccmM ~ B~ al Dme of Acaount ~ip N~ of 1oint W~ ~smbli~h~ 20084908 7100014669 CI-~CKING CERTIFICATE 03/03/98 12/I 1/01 36325.89 50000.00 22,4 40,19 36328,1~ 50040,19 SOLE SOLE P. Addit/~mal lnformado~ SENIOR SERVICES REP. P.O. Box 17'1 I. HARRISBU;t;, PeNN;Yt.VAmA 1710~1711 Toff Free 1-,SE;I~=WAY~:ztNT (I-St;~a-g29,.-7;4G). IN YORK AReA 717/8E;.,4~,00 · ~ww. wagpointbani~.com Manufacturers and Traders Trust Company, 1100 Wehrle Drive, P.O. Box 767, Buffalo, NY 14240-0767 April 24, 2003 RE: Estate Search The Estate of: Date of Death (D.O.D.) To Whom It May Concern: Identified below is the account information requested. 1. M&T Bank accounts in which the decedent's name appears: CHARLES W ROBINSON 4/07/2003 Account Account Number Account Title Type CHK 434418 CD 31003911160867 Opening Branch CHARLES W ROBINSON 4319 CHARLES W ROBINSON 4319 D.O.D. Accrued Interest Balances (Includes Acer. Int.) $2654.50 $.00 $20,010.17 $10.17 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed Account Description A Safe Deposit Box titled in the Decedent's name existed at our HIGH STREET CARLISLE OFFICE. The Safe Deposit Box Number is 3109. If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORATION Authorized Signature Membersl FEDERAL CREDIT UNION INSURANCE DEPARTMENT 5000 Louise Drive P. O. Box 40 Mechanicsburg, PA 17055 1-800-283-2328 or (717) 897-1161 REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner C'ERTIFICATE OF DEPOSIT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 201502 -00 02/02/2001 $11,154.86 $2.73 $11,157.59 None 201502 -40 5 YR 02/02/2001 $80,000.00 $84.30 $80,084.30 None /I,.~~E~_ CREDIT UNION Denise A. And'e'rs-~- Insurance Supervisor May 1, 2003 Estate of: CHARLES W. ROBINSON Date of Death: 04~07~2003 Social Security Number: 174-05-1593 TRUST April 28, 2003 Andrews & Johnson Attorneys at Law 78 West Pomfret Street Carlisle, PA 17013 RE: CHARLES W. ROBINSON Gentlemen: In reference to the above customer, our records show the enclosed information to be accurate. Our researching fee for the information we have provided is $ 5.00 Please send your remittance to the following address: Farmers and Merchants Trust Company ATTN Stacey Stenger 20 South Main Street Chambersburg, PA 17201-0819 If I may be of any further assistance, please contact me. Sincerely, ~~ Sten~ Data Op%~rations Supervisor P.O. Box 6010, CHAMBERSBURG, PA 17201-6010 Phone 717-264-6116 · Toll-Free 888-264-6116 · Fax 717-264-3415 ACCOUNT INFORMATION RE: CHARLES W. ROBINSON DATE OF DEATH 4-7-2003 CHECKING SAFE DEPOSIT SAVINGS X CERTIFICATE OF DEPOSIT SHARES OF STOCK DATE OPENED ACCOUNT NUMBER 017-2974735 ACCOUNT BALANCE AT DATE OF DEATH 5-13-2002 DATE CLOSED $170.95 STILL ACTIVE $50,000.00 ACCRUED INTEREST TOTAL ACCOUNT BALANCE NAME(S) ON ACCOUNT REGISTRATION OF ACCOUNT $50,170.95 CHARLES W. ROBINSON INDIVIDUAL ACCOUNT ACCOUNT INFORMATION CHECKING SAFE DEPOSIT SAVINGS CERTIFICATE OF DEPOSIT SHARES OF STOCK DATE OPENED DATE CLOSED ACCOUNT NUMBER ACCOUNT BALANCE AT DATE OF DEATH ACCRUED INTEREST TOTAL ACCOUNT BALANCE NAME(S) ON ACCOUNT REGISTRATION OF ACCOUNT OP, RSTO BANI( TO: Andrews & Johnson Attorneys at Law 78 West Pomfret Street Carlisle, PA 17013 FROM: ORRSTOWN BANK P.O. BOX 250 SHIPPENSBURG PA 17257-0250 RE: ESTATE OF Charles W. Robinson DECEASED DATE OF DEATH: April 7, 2003 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE DATE OPENED DATE OPENED FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: (1) CHECKING ACCOUNTS ACCOUNT NO. TITLE OF ACCOUNT 5060067995 Charles W Robinson 9/6/01 (2) SAVINGS ACCOUNT ACCOUNT NO. TITLE OF ACCOUNT DATE OF DEATH PRINCIPLE & ACCRUED INTEREST 100,000.00 36.16 DATE OF DEATH PRINCIPLE & ACCRUED INTEREST (3) CERTIFICATES OF DEPOSIT ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED DATE OF DEATH PRINCIPLE & ACCRUEDINTEREST Date: 4/21/03 By: Timothea Customer Service Operator P.O. BOX 250 · SHIPPENSBURG, PA 17257 · TEL. (717) 532-6114 OWNER Address FINAL SETTLEMENT Date Date of Sale Auctioneer Other Sale Location Clerk Cashier PROCEEDS OF SALE: Cash ............................................... Checks ............................................ Other .......................................................................................... Miscellaneous (see attached list) ............................................ TOTAL PROCEEDS OF SALE ...................... $ LESS SELLER'S SALE EXPENSE: Auctioneer's Fee ............................ : ............. ~ ............... _5_?~ $ qq3. ~)O ~ ~-''~' Other Seller's Expenses Advanced by Auctioneer: Miscellaneous (see attached list) .............................................. o~uo~ ~o~^, s.,,~..s s^,~ ~x,,.s~ ............................... ~ / o ~ ~.~ TOTAL NET PROCEEDS TO SELLER ............................... $ ~ I, (or we), the seller of goods, merchandise, and/or property sold at public auction on above date and location, acknowledge and accept this settlement of proceeds of sale. I (or we) agree to accept all responsibility for providing merchantable title to all goods, merchandise, and/or property sold, and for delivery of title to the purchaser. e) (Seller's Signature) Auctioneer or Cashier's Signature Form No. FS (Seller's Signature) Reorder from: MISSOURI AUCTION SCHOOL Phone 1-800-835-19,~5 SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Charles W. Robinson 21-03-339 Joint Tenant (s): NAME ADDRESS RELATIONSHIP TO DECEDENT A. Jean L. Burkholder B. Helen M. Haulman 960 Enola Road, Carlisle, PA 17013 208 N. Mountain Road, Newville, PA 17241 sister-in-law friend Jointly-own,'d property: ITEM L~T'I:ER' DATE DESCRIPTION OF TOTAL DECD'S DOLLAR VALUE OF NUMBER FOR MADE PROPERTY VALUE OF % INT. DECEDENT'S JOINT JOINT ASSET INTEREST TENANT 1 A 12/17/01 Wachovia Securities Investment Account DOD Value: $62,425.224 Accured Int. $229.17 Total $62,654.41 $62,654.41 50% $31,327.21 (See estate valuation attached) 2 B 9/15/00 2001 Buick Park Avenue Ultra Sedan $18,475.00 50% $9,237.50 (See Kelley Blue Book valuation attached) TOTAL (also on line 6, Recapitulation) $40,564.71 Wachovia Securities, Inc. Retail Investment Group NCl164 401 South Tryon Street Charlotte, NC 28288 May21,2003 Andrews & Johnson Attorneys At Law Atto: Mr. Ronald E. Johnson 78 West Pornfret Street Carlisle, PA 17013 W~xCHO'VXA ~;ECURI~IES RE: Mr. Charles W. Robinson Dear Mr. Ronald E. Johnson: Thank you for contacting the Wachovia Securities Retail Investment Group regarding the account(s) of Mr. Charles W. Robinson. Attached is the information regarding the date of death valuation you requested. If you should have any questions regarding this matter or if you need further assistance, please contact an Estate Processing Specialist at 866-874-2717. Sincerely, Brian Austin Estate Processing Specialist Retail Investment Group *First Union National Bank and Wachovia Bank, N.A. merged effective April 1, 2002, and the combined bank is now Wachovia Bank, N.A. First Union is a registered trademark of Wachovia Corporation. Securities and Insurance Products: Not Insured By FDIC Or Any [ MAY LOSE VALUE [ Not A Deposit Of Or Guaranteed By Federal Government Agency i I A Bank Or Any Bank Affiliate Brokerage services offered through Wachovia Securities Inc., a registered broker-dealer and a separate, non-bank affiliate of Wachovia Corporation. Member NYSE and SIPC. Member NYSE/SIPC BKDQA 691552130 Date of Death: 04/07/2003 Valuation Date: 04/07/2003 Processing Date: 05/21/2003 Estate Valuation Charles W. Robinson and Jean L. Burkholder JTWROS Shares Security or Par Description High/Ask Low/Bid 1) 35OOO 2) 25000 FEDERAL HOME LN MTG CORP (3133FOJV2) OTC DTD: 12/20/2001 Mat: 12/15/2016 6.25% 04/07/2003 Int: 03/15/2003 to 04/07/2003 FEDERAL HOME LN MTG CORP (3133FOKM0) OTC DTD: 01/10/2002 Mat: 01/15/2017 6.25% 04/07/2003 Int: 03/15/2003 to 04/07/2003 104.01610 Bid 104.07840 Bid Estate of: Charles W. Robinson Account: 7127-5908 Report Type: Date of Death Number of Securities: 2 File ID: 71275908 Mean and/or Div and Int Security Adjustments Accruals Value 104.016100 36,405.64 133.68 104.078400 26,019.60 95.49 Total Value: Total Accrual: Total: $62,654.41 The brokerage account opened jointly on 12/17/2001. Portfolio Endnotes $229.17 $62,425.24 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. please contact EVP Systems at (818) 313-6300. (Revision 6.4.1) If you have questions, Kelley Blue Book Used Car Values Page 1 of 2 ..:.:...:~?~:.:.:.:.:.:.:~ ........ .:.:.~ Blue Book Private Party Report Pennsylvania · April 30, 2003 2001 Buick Park Avenue Ultra Sedan 4D Engine: V6 3.8L Supercharged Trans: Automatic Drive: Front Wheel Drive Mileage: 34,000 Equipment Air Conditioning Power Steering Power Windows Power Door Locks Tilt Wheel Cruise Control Buy a New Car Buy a Used Car List Your Car For Sale Online Free Lemon Check Auto Loans from 3.99% APR Insurance Quote Warranty Quote Print "For Sale" Siqn Payment Calculator Sell your car on eBay Motors AM/FM Stereo ABS (4-Wheel) Cassette Traction Control Single Compact Disc Leather OnStar Dual Power Seats Dual Front Air Bags Alloy Wheels Front Side Air Bags Consumer Rated Condition: Excellent "Excellent" condition means that the vehicle looks great, is in excellent mechanical condition and needs no reconditioning. It should pass a smog inspection. The engine compartment should be clean, with no fluid leaks. The paint is glossy and the body and interior are free of any wear or visible defects. There is no rust. The tires are the proper size and match and are new or nearly new. A clean title history is assumed. This is an exceptional vehicle. Private Party Value $18,475 Private Party value represents 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. Get the late~ Get a Used Car Trade-In Value Get Invoice & HSRP on New Cars Get a Person to Person Auto Loan SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF FILE NUMBER Charles W. Robinson 21-03-339 (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION AMOUNT NUMBER 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 2O 21 Funeral Expenses: Hoffman-Roth Funeral Home Jean L. Burkholder - reimbursement for grave opening expense Carlisle Memorial - lettering Administrative Costs: Personal Representive Commissions to: Jean L. Burkholder Social Security Number of Personal Representative: Attorney fees to Andrews & Johnson Family Exemption Claimant Relationship: Address of Claimant at decedent's death: Street: City: State & Zip Probate Fees to Register of Wills Additional Probate fee to Register of Wills Miscellaneous Expenses: The Sentinel-advertise letters Cumberland Law Journal - advertise letters Waypoint - estate checking account fee K. Lee Robinson - real estate repairs Charles Calaman - repairs to tractor sold at public sale Paul Calaman - public sale help Charlie Calaman - public sale help Jean Rodriquez - public sale help Ron Colyer - public sale help John Burkholder - public sale help Dave Wilson - public sale help Scott Godes - reimbursement for items sold at public sale Wachovia Securities - bank fee for valuing estate assets Helen Haulman - reimbursement for vehicle transfer costs Sprint - final telephone bill ERA-NRT, Inc. - real estate commission upon sale of 199 Kerrs Road ERA-NRT, Inc. - transaction fee upon the sale of 199 Kerrs Road Notary fees to cash Recorder of Deeds - 1% transfer tax due on the sale of 199 Kerrs Road Septic certification to DEW & Sons on real estate situate at 199 Kerrs Road Comcast - final TV cable bill $7,746.50 $945.00 $140.00 $24,000.00 $24,000.00 $453.00 $105.00 $95.27 $75.00 $15.50 $12.50 $189.23 $36.O0 $36.00 $145.00 $150.00 $27.00 $36.00 $64.00 $25.00 $64.00 $53.83 $8,160.00 $100.00 $10.00 $1,360.00 $150.00 SCHEDULE H CONTINUED Patricia A. Rosendale-preparation of 706 to be filed for PA Estate Tax purposes Patricia A. Rosendale, CPA - personal income tax return preparation Patricia A. Rosendale, CPA - fiduciary income tax return Reserve for closing and accounting Register of Wills, PA Inheritance tax return filing fee $650.OO $250.00 $50O.0O $800.00 $15.oo TOTAL (also on line 9, Recapitulation) $70,415.24 SCHEDULE I DEBTS OF DECEDENT MORTGAGE LIABILITIES AND LIENS ESTATE OF FILE NUMBER Charles W. Robinson 21-03-399 H'EM DESCRIPTION NUMBER AMOUNT Deborah Piper, Tax Collector 2003 County/Township real estates taxes Deborah Piper, Tax Collector 2003 County/Personal taxes Comcast TV Cable - outstanding bill PP&L - outstanding electric bill American Home Patient, Inc. - outstanding medical bill PP&L - outstanding electric bill $271.71 $4.90 $39.79 $29.23 $106.54 $32.04 TOTAL (also on line 10, Recapitulation) $484.21 SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Charles W. Robinson 21-03-3 3 9 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE NUMBER OF ESTATE 1 Kenneth Lee Robinson brother $2,000 plus 1/4 of 1/2 128 Springfield Road of residue plus 1/25th Newville, PA 17241 of 1/2 of residue ($86,919.63) 2 Jean L. Burkholder sister-in-law $2,000 plus 1/4 of 1/2 960 Enola Road of residue plus 1/25th Carlisle, PA 17013 of 1/2 of residue ($86,919.63) SEE ATTACHED SHEET FOR REMAINING BENEFICIARIES [ ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE NUMBER OF ESTATE B. Charitable and Governmental Bequests: West Hill United Methodist Church c/o Rev. Iva O'Brien 35 Mt. Rock Road Newville, PA 17241 $5,000.00 TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation) $5,000.00 SCHEDULE J (cont'd) BENEFICIARIES ESTATE OF FILE NUMBER Charles W. Robinson 21-03-3 3 9 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE NUMBER OF ESTATE 3 Doris L. Zams niece $5,000 plus $2,000 plus 7 Bryce Road 1/4 of 1/2 of residue Voorhees, NJ 08043 plus 1/25th of 1/2 of residue ($91,919.63) 4 Linda L. Kistler Waylen niece $5,000 in trust, plus 1370 McClures Gap Road $2,000 plus 1/4 of 1/2 ol Carlisle, PA 17013 residue plus 1/25th of 1/2 of the residue ($91,919.63) 5 Linda M. Kincaid niece $2,000 plus 1/25th of 1/ 12514 Holyoke Avenue of the residue Tampa, FL 33624 ($13,713.05) 6 Betty L. Adams niece $2,000 plus 1/25th of 1/ 12306 Worchester Avenue of the residue Tampa, FL 33624 ($13,713.05) 7 Burdette W. Robinson nephew $2,000 plus 1/25th of 1/ 12306 Worchester Avenue of the residue Tampa, FL 33624 ($13,713.05) 8 Donna J. Wilson niece $2,000 plus 1/25th of 1/ 3514 Ritner Highway of the residue Newville, PA 17241 ($13,713.05) 9 Nancy L. Madden niece $2,000 plus 1/25th of 1/ 1026 N. US Route 15 of the residue Dillsburg, PA 17019 ($13,713.05) 10 Lester D. Robinson nephew $2,000 plus 1/25th of 1/ 2204 Ritner Highway of the residue Shippensburg, PA 17257 ($13,713.05) 11 Doris Jean Rodriquez niece $2,000 plus 1/25th of 1/ 1299 Williams Grove Road of the residue Mechanicsburg, PA 17055 ($13,713.05) SCHEDULE J (cont'd) BENEFICIARIES ESTATE OF FILE NUMBER Charles W. Robinson 21-03-339 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE NUMBER OF ESTATE 12 S. Frank Miller nephew $2,000 plus 1/25th of b 57 West Louther Street of the residue Carlisle, PA 17013 ($13,713.05) 13 Richard L. Miller nephew $2,000 plus 1/25th of b 510 Schoolhouse Lane of the residue I Shippensburg, PA 17257 ($13,713.05) 14 David E. Miller nephew $2,000 plus 1/25th of 1, 1950 Waggoners Gap Road of the residue Carlisle, PA 17013 ($13,713.05) 15 James E. Cohick nephew $2,000 plus 1/25th of l/ 6539 Brethren Church Road of the residue 'Newburg PA 17240 ($13,713.05) 16 Ronald C. Cohick nephew $2,000 plus 1/25th of b 1974 Linden Lane of the residue Hatfield, PA 19440 ($13,713.05) 17 Susan A. Kling niece $2,000 plus 1/25th of b 24 Thornhill Court of the residue Carlisle, PA 17013 ($13,713.05) 18 Nancy J. Bear niece $2,000 plus 1/25th of b i1420 McClures Gap Road of the residue Carlisle, PA 17013 ($13,713.05) 19 Dennis L. Calaman nephew $2,000 plus 1/25th of It 315 Richland Road of the residue Carlisle, PA 17013 ($13,713.05) 20 Paul E. Calaman, III nephew $2,000 plus 1/25th of It 322 Roxbury Road of the residue Newville, PA 17241 ($13,713.05) 21 Deborah K. Loy niece $2,000 plus 1/25th of It 318 Forge Road of the residue Boiling Springs, PA 17007 ($13,713.05) SCHEDULE J (cont'd) BENEFICIARIES ESTATE OF FILE NUMBER Charles W. Robinson 21-03-339 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE NUMBER OF ESTATE 22 B. Charles Calaman nephew $2,000 plus 1/25th of 1/ 10 Stone Church Road of the residue Carlisle, PA 17013 ($13,713.05) 23 Ann L. Burkholder niece $2,000 plus 1/25th of 1/ 2402 Valley Drive of the residue Alexandria, VA 22302 ($13,713.05) 24 Mark W. Burkholder nephew $2,000 plus 1/25th of 1/ 1323 Cloverdale Drive of the residue Richardson, TX 75080 ($13,713.05) 25 Amy Burkholder Tschudin niece $2,000 plus 1/25th of 1/ 2617 Spencer Road of the residue Chevy Chase, MD 20815 ($13,713.05) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX El'VISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONNEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX RE¥-1~47 EX AFP (01-0 RONALD E JOHNSON ESQ ANDRENS & JOHNSON 78 g POMFRET ST CARLISLE PA 17015 DATE 10-15-Z005 ESTATE OF ROBINSON DATE OF DEATH 0q-07-Z00$ FILE NUMBER 21 03-0339 .~O..UN~TY CUMBERLAND ACN 101 Amoun*~ CHARLES CUT ALONG THIS LINE ~" RETAIN LONER PORTION FOR YOUR RECORDS MAKE CHECK PAYABLE AND REMIT PAYMENT TO REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003136 JOHNSON RONALD E ESQUIRE 78 WEST POMFRET STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 174-05-1593 FILE NUMBER: 2103-0339 DECEDENT NAME: ROBINSON CHARLES W DATE OF PAYMENT: 10/17/2003 POSTMARK DATE: 10/17/2003 COUNTY: CUMBERLAND DATE OF DEATH: 04/07/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $5,819.25 TOTAL AMOUNT PAID: 95,819.25 REMARKS: JEAN LBURKHOLDERC/O RONALD E JOHNSON ESQUIRE SEAL CHECK# 129 INITIALS: SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DTVIS/ON DEPT. 180601 HARR/SBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF ZNHER/TANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RE¥-1~¢17 EX AFP RONALD E JOHNSON ESQ ANDREWS & JOHNSON 78 g POMFRET ST CARLISLE PA 170'15 DATE 10-13-2005 ESTATE OF ROBINSON DATE OF DEATH 04-07-2003 FILE NUMBER 21 03-0359 * i~COUNTY CUMBERLAND ACN 101 CHARLES g CUT ALONG THIS LINE ~'~ Amount Remitted I MAKE CHECK PAYAI~LE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSMENT OF TAX ESTATE OF ROBINSON CHARLES NFZLE NO. 21 03-0339 ACN 101 DATE 10-13-2003 TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A} (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest {Schaduls C) (3) 4. Mortgages/Notes RaceAvabla (Schedule D) (4) $. Cash/Bank Daposits/Hisc. Personal Property (Schedule E) (E) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ada. Costs/Hisc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule Z) (10) 11. Total DMJuctions 12. Net Value of Tax Return 136/000.00 116z218.57 .00 18~230.50 410~538.24 ROz564.71 .00 (8) 70,415.24 484.2]. (11) (12) 15. 14. NOTE: NOTE: To insure proper credit to your account, submit the upper portion of this fora with your tax payment. 721,552.02 70.899.~ 650,652.57 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) Nat Value of Estate Sub~ect to Tax (14) If an assessment ~as issued previously, lines 1~, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. (1.6). .00 X O0 = (16) .00 X 045= (17) 86,920.00 X 12 = (18) 558,733.00 x 15 = (19)= ASSESSMENT OF TAX: 15. Amount of Line 14 mt Spousal rate 16. Amount of Line 14 taxable at L~neal/CZass A rets 17. Amount of Line 14 mt Sibllng rata 18. Amount of Line 14 taxable at Collateral/Class B rats 19. Principal Tax Due tAX CREDITS: PAYNENT RECEZPT DATE NUHBER 06-24-2003 CD002726 D/SCOUNT (+) INTEREST/PEN PAID (-) AHOUNT PAID PAYMENT MUST BE MADE BY 01-07-Z004~. 4,421.05 84,000.00 ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDZTZOFL~L ZK[EREST. 5,000.00 645,652.57 18 and 19 Nill .00 .00 10,430.36 83,809.94 94,240.30 TOTAL TAX CREDIT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE 88,421.05 5,819.25 .00 5,819.25 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: PURPOSE OF NOTZCE: PAYMENT: REFUND (CR): OBJECTZONS: ADMZN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 198Z -- if any futura tntarast Jn the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Comaonmaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the laeful Class B (collataral) rate on any such future interest. To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (7Z P.S. Section 9140). Detach the top portion of this Notice and submit with Your paymant to tha Register of Mills printed on tha reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by coapXating an "AppXication for ReP~nd of Pennsylvania lnharitance and Estate Tax" (REV-IS13). Applications are available at the Office of the Register of Nills, any of the Z3 Revenue District Offices, or by calling the special Z~-hour answering service for forms ordering: Z-800-36Z-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-~7-30Z0 (TT only). Any party in interast not satisfied with the appraisement, allowance, or dismllowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object aithin sixty (60) days of receipt of this Notice by: --written protest to tha PA Department of Revenue, Board of Appeals, Dept. 2810Z1, Harrisburg, PA 171Za-lOZ1, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in #riting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for e Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due Js paid within three (3) calendar months after the decedent's death, a five percent (SX) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax aanasty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum caXculatad at a daily rate of .OOOX6~. AX1 taxes Hhich became daXinquent on and after January 1, 1982 mill bear interest at a rate .hich will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOO3 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z ZOZ .0005~8 1987 9X .000Z47 1999 7Z .OO019Z 1983 16Z .000438 1988-1991 llZ .OOO3OX ZOOO 8Z .OOOZ19 1984 11Z .000301 199Z 9X .000247 200! 9Z .000247 1985 13Z .000356 1993-1994 7Z .00019Z ZOO2 6Z .000164 1986 ZOZ .O00Z?4 1995-1998 9Z .000Z47 ZOO3 5Z .000137 --Interest is calculated as follows: ZNTEREST= BALANCE OF TAX UNPAZD X NUHBER OF DAYS DELZNQUENT X DAZLY ZNTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. Zf payment is made after the interest computation data shown on the Notice, additional interest oust be calculated. BUREAU OF INDIVIDUAL TAXES TNHERTTAHCE TAX DZVTSTOH BEPT. 280601 HARRTSBURG, PA 171Z8-0601 CONNONWEALTH OF PENNSYLVANZA DEPARTNENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT REV-I&07 EX AFP C01-~S) RONALD E JOHNSON ESQ ANDREWS & JOHNSON 78 W POMFRET ST ~ CARLISLE PA 17Q~$ DATE 11-10-2005 ESTATE OF ROBINSON DATE OF DEATH 04-07-Z005 FILE NUHBER 21 05-0559 COUNTY CUHBERLAND ACN 101 I Amoun~ Remi~ed CHARLES W HAKE CHECK PAYADLE AND RENZT PAYNENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credit to your account, submit the upper portion of ~:his form with your ~ax payment. CUT ALONG TH'rS L'rNE ~- RETA'rN LOWER PORT/ON FOR YOUR RECORDS REV-1607 EX AFP [01-03) ### 'rNHER'rTANCE TAX STATEMENT OF ACCOUNT ESTATE OF ROBINSON CHARLES W FILE NO. 21 05-0559 ACN 101 DATE 11-10-2005 THIS STATEHENT TS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NANED ESTATE. SHONN BELO# ZSA SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYNENTS, THE CURRENT BALANCE., AND, ZF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 10-15-2005 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 94,240.30 PAYHENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 4,421.05 06-Z4-ZO05 10-17-2005 CDOOZ726 CDO0~I~6 .00 84,000.00 5,819.25 IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADD/TIONAL INTEREST. IF TOTAL DUE ZS LESS THAN $1, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" {CR), TOTAL TAX CREDZT 94,240.30 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. PAYNENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF NILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: CONHON#EALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, ahich was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register cf Hills, any of the 23 Revenue District Offices or from the Department's Z4-hour ensnaring service for forms ordering: 1-800-36Z-Z050; services for taxpayers Hith special hearing and / or speaking needs: 1-800-q~7-30ZO (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 171Z8-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SZ) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and nat paid before January l&, 1996, the first day after the and of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 198Z mill bear interest at a rate ~hich will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z 20Z .000548 1987 9Z .O00Z~7 1999 7Z .00019Z 1983 162 .000~38 1988-1991 llZ .000301 2000 BZ .000219 198q 112 .000301 199Z 92 .OOOZ~7 ZOO1 9Z .OOOZfi7 1985 13Z .000356 1993-199~ 7Z .00019Z 200Z 62 .00016~ 1986 IOZ .O0027~ 1995-1998 92 .0002~7 2003 52 .000137 --Interest is calculated as follows: 'rNTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAI'L¥ INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date sho~n on the Notice, additianal interest must be calculated. BUREAU OF TNDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 171Z8-0601 CONHONNEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOTZCE OF DETERHZNATZON AND ASSESSHENT OF PENNSYLVANZA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN RONALD E JOHNSON ESQ ANDRENS & JOHNSON 78 N POHFRET ST :. CARLISLE PA 17013 DATE 11-03-Z003 ESTATE OF ROBINSON DATE OF DEATH 04-07-2003 FILE NUHBER Z1 03-0339 ...COUNTY CUHBERLAHD ACN 201 Amount Remitted REV-ii83 EX &FP (01-03) CHARLES HAKE CHECK PAYABLE AND REHZT PAYNENT TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper port/on of this form with your tax payment. CUT ALONG THIS L/NE ~ RETA/N LONER PORT/ON FOR YOUR F/LES ~ REV-483 EX AFP (01-03) ~# NOTICE OF DETERHZNATTON AND ASSESSHENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ~ ESTATE OF ROBINSON CHARLES N FILE Ne.z! 03-0339 ACN 201 DATE 11-03-2003 ESTATE TAX DETERHZNATZON Credit For State Death Taxes as Verified 16z986'00 Pennsylvania Inher/tance Tax Assessed (Exclud/ng D/scount and/or Interest) Inher/tance Tax Assessed by Other States or Terr/tor/es of the Un/ted States (Exclud/ng D/scount and/or Interest) Total Inher/tance Tax Assessed Pennsylvan/a Estate Tax Due 89z819.25 .00 89,819.25_ .00 TAX CREDITS: PAYHENT DATE RECEIPT NUNBER DISCOUNT (+) INTEREST/PEN PAID (-) AHOUNT PAID TOTAL TAX CRED/T / .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ~ZF PAID AFTER TH/S DATE, SEE REVERSE SIDE (IF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REQUIRED FOR CALCULAT/ON OF ADD/T/ONAL /NTEREST. /F TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU NAY BE DUE A REFUND. SEE REVERSE S/DE OF TH/S FORN FOR /NSTRUCT/ONS.) PURPOSE OF NOTICE= PAYMENT: REFUND OBJECTIONS: ADMZN- ISTRATIVE CORRECTIONS: PENALTY: ZNTEREST: To fulfill the requirements of Section ZlqO (b) of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (7Z P.S. Section 91q0). Detach the top portion of this Notice and submit with your payment to the Register of Mills printed on the reverse side, -- Make check or money order payable to: REGISTER OF N~LLS, ASEHT. A refund of a tax credit may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications are available at the Office of the Register of Hills, any of the 15 Revenue District Offices or from the Department's Z~-hour answering service for fores ordering: 1-800-56Z-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-~q7-5010 (TT only). Any party in interest not satisfied with the assessment of tax as shown on this notice may object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281011, Harrisburg, PA 17128-1011, --electing to have the matter determined at audit of the personal representative, OR --appeal to the Orphans' Court. OR Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Oept. Z80601, Harrisburg, PA 171Z8-0601, Phone (717) 787-650S. See page 5 of the booklet -Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. The 15Z tax amnesty non-participation penalty is computed on the total of the tax end interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same tiaa period as you would appeal the tax and interest that has been assessed as indicated on this notice. For dates of death on or after 10-5-91, Pennsylvania Estate Tax based on the Federal Estate Tax return becomes delinquent at the expiration of nine (09) months from the date of death. For dates of death prior to 10-5-91, Pennsylvania Estate Tax based on the Federa! Estate Tax return becomes delinquent at the expiration of eighteen (18) months from the date of death. Taxes which become delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent par annum calculated at a daily rate of .00016~. All taxes which became delinquent on or after January 1, 1981 will bear interest at a rate which wiZZ vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The appZicabla interest rates for 1982 through 2005 ara: Interest Daily Interest Daily Interest Daily Yea.~.r Rate Factor Year Rate Factor Yea..~.r Rate Factor X98Z 207. .0005q8 1987 9Z · OO OZa,7 1999 77. .000192 1983 167. .000r,58 1988-1991 117. .000301 ZOOO 81 .000119 198~ 117. .000501 X991 91 .000287 2001 97. . O00Zq7 1985 157. .000556 1995-199q 7Z .000192 2002 67. .00016~ 1986 107. .00027~ 1995-1998 97. .0002~7 2003 57. .000137 --Interest is calculated as foZlows: /NTEREST = BALANCE OF TAX UNPAXD X NUI'IBER OF DAYS DELTN;IUENT X DA/LY TNTBREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. Xf payment is made after the interest computation date shown on the Notice, additional interest must be calculated. REV-1470 EX (6-88) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 DECE~ REVIEVVED BY INHERITANCE TAX EXPLANATION OF CHANGES Robinson, Charles W. SCHEDULE Department of Revenue EXPLANATION OF CHANGES The maximum "State Death Tax Credit' has been recalculated according to the revisions to the Pennsylvania Estate Tax as revised by ACT 89 of 2002. This revision is effective for decedents dying on or after July 1, 2002. ROW Page 1 IN RE: : ESTATE OF : Charles W. Robinson : Deceased IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-03-0339 FIRST AND FINAL ACCOUNT OF JEAN L. BURKHOLDER EXECUTRIX OF THE ESTATE OF CHARLES W. ROBINSON, deceased LATE OF WEST PENNSBORO TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA Date of death: Letters Granted: Advertisement of Letters: The Sentinal: Cumb. Law Journal: ACCOUNT STATED AS FINAL April 7, 2003 April 30, 2003 April 24, May 1, May 8, 2003 May 2, 9, 16, 2003 Purpose of Account: Jean L. Burkholder offers this account to inform interested parties of the transactions that have occured during this administration. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: Ronald E. Johnson, Esq. 78 W. Pomfret St., Carlisle, Pa. 17013. Phone 717-243-0123 PRINCIPAL Receipts Less. Disbursements Balance Before Distributions Distributions to Beneficiaries Principal Balance Remaining SUMMARY & INDEX Pa,qe No. 2 $672,588.89 4 $161,763.70 $510,825.19 5 $12,000.00 INCOME Receipts Less Disbursements Balance Before Distributions Distributions to Beneficiaries Income Balance Remaining 6 $11,379.68 6 $0.00 $11,379.68 6 $0.00 $498,825.19 $11,379.68 COMBINED BALANCE REMAINING $510,204.87 Realty: ALL THAT CERTAIN PRINCIPAL RECEIPTS (Value as of Date of Receipt unless otherwise indicated) house and lot of ground situate in West Pennsboro Township, Cumberland County, Pennsylvania containing 1.7914 acres and having thereon erected a ranch styled dwelling known and numbered as 199 Kerrs Road, Carlisle, PA 17013. Net proceeds from sale of real estate on May 23, 2003 Tan,qible Personal Property: Household furniture, personal property, tools, tractor, etc. - net proceeds from public sale on May 14, 2003 Cash: 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Cash Checking acct no: 20084908-Waypoint Bank Checking acct no: 434418-M&T Bank Certificate of Deposit No: 310003911160867-M&T Bank Certificate of Deposit No: 1760254946-Waypoint Bank Certificate of Deposit No: 7100014669-Waypoint Bank Savings acct no: 201502-00-Members 1st FCU Certificate of Deposit No: 201502-40-Members 1st FCU Certificate of Deposit No: 017-2974735-F&M Trust Certificate of Deposit No: 5060067995-Orrstown Bank PP&L Refund Harleysville Insurance - refund of homeowners ins. premium Sprint- refund Harleysville Insurance - refund of car ins. premium 99 shares Cumberland Valley Coop Assoc. Inc. - shares redeemed at $10 per share Amount $126,504.89 $7,806.50 $1,052.07 $30,000.00 $2,622.84 $2O,OOO.OO $50,000.00 $50,000.00 $11,229.15 $82,605.71 $50,000.00 $100,000.00 $4.77 $61.00 $19.24 $740.0O $990.00 16 17 18 19 20 4,117 shares US Gov't Fund Class A (VKMGX)-VanKampen Investments Eaton Vance prime rate reserves mutual Fund (EVPRX) 65 units Pennsylvania Insured Municipals Income Trust Leonard Witmer - repayment of loan Checking acct ~o: 20084909-Waypoint Bank - balance in acct $57,885.02 $36,901.69 $19,589.05 $18,230.50 $6,346.46 Total Receipts of Principal $672,588.89 2003 4/18/03 4/18/03 4/22/03 4/22/03 4/24/03 4/28/03 4/30/03 4/30/03 5/9/03 5/14/03 5/14/03 5/14/03 5/14/03 5/14/03 5/14/03 5/14/03 5/14/03 5/15/03 5/15/03 5/16/03 5/20/03 5/20/03 5/22/03 ??? 5/29/03 PRINCIPAL DISBURSEMENTS Andrews & Johnson ~ reimb for probate fee Jean L. Burkholder - reimb for grave opening expense Deborah Piper, T.C. 2003 CountyFFwp real estate Deborah Piper, Tax Collector 2003 County personal Lee Robinson - repairs Register of Wills - probate expense Comcast - outstanding TV cable bill Hoffman Roth Funeral Home - funeral expense PP&L - electric bill Charles Calaman - tractor repairs Paul Calaman - help at public sale Charles Calaman - help at public sale Jean Rodriquez - help at public sale Ron Colyer - help at public sale John Burkholder - help at public sale Dave Wilson - help at public sale Scott Godes - reimb for items sold at public sale American Home Patient- medical bill Wachovia Bank - bank evaluation fee Andrews & Johnson - partial payment of atty fees Helen Haulman - reimb for automobile transfer fee The Sentinel - estate advertisement Cumberland Law Journal - estate advertisement Waypoint Bank - estate checking acct charge Sprint - final telephone bill Amount $398.00 $945.00 $271.71 $4.90 $12.50 $55.00 $39.79 $7,746.50 $29.23 $189.23 $36.00 $36.00 .$145.00 $150.00 $27.00 $36.00 $64.00 $106.54 $25.00 $3,000.00 $64.00 $95.27 $75.00 $15.50 $53.83 5/29/03 6/16/03 6/20/03 8~6~03 PP&L - final electric bill Comcast - final TV cable bill Register of Wills, Agent - payment on acct of PA Inheritance Taxes Carlisle Memorial Service - grave marker lettering $32.04 $6.41 $84,000.00 $140.00 8~26~03 8~26~03 8~26~03 10/7/03 1 O~7~03 10/17/03 Andrews & Johnson - partial payment of attorneys fee Jean L. Burkholder - parital payment of Executors commission Register of Wills - PA Inheritance Tax filing fee Registe of Wills - add'l probate fee Patricia Rosendale, CPA-prep. of fed. estate tax return Register of Wills, Agent - balance of PA Inheritance RESERVED: Jean L. Burkholder - balance of Executors commission Andrews & Johnson - balance of attorneys fee Patricia A. Rosendale, CPA - personal income tax return - preparation fee Patricia A. Rosendale, CPA - fiduciary income tax returns - preparation fee Cash - notary public fees Reserve for potential income tax liability Reserve for closing and accounting TOTAL DISBURSEMENTS OF PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES TO: Doris Zams, Trustee for S. Frank Miller - advance distribution TO: West Hill United Methodist Church - specific bequest TO: Richard L. Miller- advance distribution TOTAL DISTRIBUTION OF PRINCIPAL TO BENEFICIARIES $9,000.00 $12,000.00 $15.00 $105.00 $650.00 $5,819.25 $12,000.00 $12,000.00 $375.00 $750.00 $50.00 $10,000.00 $1,200.00 $161,763.70 $2,000.00 $5,000.00 $5,000.00 $12,000.00 INCOME RECEIPTS Waypoint Bank - interest from 4/7/03 to date VanKampen - US Gov't Fund Class A - interest from 4/7/03 to date VanKampen - PA Insured Municipal Income Trust - interest from 4/7/03 to date Eaton Vance prime rate reserve Mutual Fund - interest from 4/7/03 to date Orrstown - interest from 4/7/03 to date M&T Bank - interest from 4/7/03 to date F&M Trust - interest from 4/7/03 to date $4,053.16 $1,573.79 $419.90 $683.68 $2,493.06 $545.11 $1,610.98 Total Receipts of Income $11,379.68 INCOME DISBURSEMENTS Total Disbursements of Income to Beneficiaries $0.00 COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) Jean L. Burkholder ,being duly sworn according to law, deposes and says that the Account as stated is true and correct, and that the Grant of Letters and the first complete advertisement thereof occurred more than four (4) months before the filing of the Account. Sworn and subscribe this _LL day of to ~.~e me ~ ,2 0(~._~ NOTARIAL SEAL SHELLY SEXTON, Notmy Public Cadisle Bom, Cumberland County My Commission Expires April 26, 2007 NO: 21 -03-0339 ESTATE OF CHARLES W. ROBINSON FIRST AND FINAL ACCOUNT OF JEAN L. BURKHOLDER FOR THE ESTATE OF CHARLES ROBINSON ~m~ w~ ~ ~~ ~ ~ Cou~ ' ~m~ ~ ~ ~ ~ ~y to file wri~en ~ ~, b~ ~ ~ ~ e~ o~ per~.~ ~ t~ ~ ~ ~ ~ claim an m ~e ~te ~ ~it~, b~cia~ ~ ne~ of kin. ,~ / ATTORNEYS AT L~w 78 ~est Po~et S~t C~lisle~ PA 17013 (71~ 243~123 " II IN RE: ESTATE OF CHARLES W. ROBINSON DECEASED : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISION : NO: 21-03-339 SCHEDULE OF PROPOSED DISTRIBUTION Combined Balance for Distribution Remaining as Per First and Final Account TO: Kenneth Lee Robinson Total Distributable Share of the Estate Cash Distribution TO: Jean L. Burkholder Total Distributable Share of the Estate Cash Distribution TO: Doris L. Zams Total Distributable Share of the Estate Cash Distribution TO: Linda L. Kistler Whalen Total Distributable Share of the Estate Doris L. Zams, Trustee for Linda L. Kistler Whalen Cash Distribution TO: Linda M. Kincaid Total Distributable Share of the Estate Cash Distribution TO: Betty L. Adams Total Distributable Share of the Estate Cash Distribution TO: Burdette W. Robinson Total Distributable Share of the Estate Cash Distribution $68,294.70 $68,294.60 $73,294.70 $73,294.70 $11,144.09 $11,144.09 $11,144.10 $510,204.87 $68,294.70 $68,294.69 $73,294.70 $5,000.00 $68,294.70 $11,144.09 $11,144.09 $11,144.10 TO: Donna J. Wilson Total Distributable Share of the Estate Cash Distribution $11,144.10 TO: Nancy L. Maddon Total Distributable Share of the Estate Cash Distribution $11,144.10 TO: Lester D. Robinson Total Distributable Share of the Estate Cash Distribution $11,144.10 TO: Doris Jean Rodriquez Total Distributable Share of the Estate Cash Distribution $11,144.10 TO: S. Frank Miller Total Distributable Share of the Estate Less Advance Distribution Doris L. Zams, Trustee for S. Frank Miller $11,144.10 $2,000.00 TO: Richard L. Miller Total Distributable Share of the Estate $11,144.10 Less Advance Distribution $5,000.00 Cash Distribution payable to the Estate of Richard L. Miller TO: David E. Miller Total Distributable Share of the Estate Cash Distribution $11,144.10 TO: James E. Cohick Total Distributable Share of the Estate Cash Distribution $11,144.10 TO: Ronald C. Cohick Total Distributable Share of the Estate Cash Distribution $11,144.10 TO: Susan A. Kling Total Distributable Share of the Estate Cash Distribution $11,144.10 $11,144.10 $11,144.10 $11,144.10 $11,144.10 $9,144.10 $6,144.10 $11,144.10 $11,144.10 $11,144.10 $11,144.10 TO: Nancy J. Bear Total Distributable Share of the Estate Cash Distribution TO: Dennis L. Calaman Total Distributable Share of the Estate Cash Distribution TO: Paul E. Calaman, III Total Distributable Share of the Estate Cash Distribution TO: Deborah K. Loy Total Distributable Share of the Estate Cash Distribution TO: B. Charles Calaman Total Distributable Share of the Estate Cash Distribution TO: Ann L. Burkholder Total Distributable Share of the Estate Cash Distribution TO: Mark W. Burkholder Total Distributable Share of the Estate Cash Distribution TO: Amy Burkholder Tschudin Total Distributable Share of the Estate Cash Distribution $11,144.10 $11,144.10 $11,144.10 $11,144.10 $11,144.10 $11,144.10 $11,144.10 $11,144.10 $11,144.10 $11,144.10 $11,144.10 $11,144.10 $11,144.10 $11,144.10 $11,144.10 $11,144.10 TOTAL CASH DISTRIBUTIONS $510,204.87 STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION The above Distribution is proposed in accordance with the Last Will and Testament of Charles W. Robinson. ,aS~L. Burkholder ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I, Jean L. Burkholder, being duly sworn according to law, depose and say that the facts set forth in the Statement of the Reasons for the Proposed Distribution are true and correct. Swqm and subscribtafl before me this // dayof 1~¢~'/~/~t5~~- 2003. NOTARI~ 8~ SHELLY S~, NO~ ~blb Cadl~ ~, Cu~H~ Cou~ My Comm~n ~plms ~HI 26, 2007 Wills~Robi~on. C'W~smr OF CHARLES W. ROBINSON I, CHARLES W. ROBINSON, of West Pennsboro Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and form following: FIRST: SECOND: I hereby expressly revoke all Wills and Codicils heretofore made by me. I hereby direct my Executrix to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. .THIRD: I direct that all taxes which may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid out of my estate as a part of the administration of my estate. FOURTH: I give, devise and bequeath the remainder of my estate as follows: A. I give and bequeath to my friend, HELEN HAULMAN, any automobile owned by me at my death, together with any insurance policy thereon, provided that she survives my death. Said bequest shall be free of any and all expenses including transfer or sales tax, registration charges, and similar costs. B. The sum of Five Thousand Dollars ($5,000.00) to my wife's niece, DORIS ZAMS, and to her issue per stirpes if she is not then living. WILLS~-Ioc~.D~srnr C. The sum of Five Thousand Dollars ($5,000.00) to my Trustee hereinafter named, In Trust, to pay the income therefrom to my wife's niece, LINDA KISTLER in quarterly or other convenient installments for her lifetime; and at her death, to pay the principal to her children then living, in equal shares, to be distributed to them upon reaching the age of twenty-five (25) years, or to their estate in the event of death prior thereto. D. The sum of Two Thousand Dollars ($2,000.00) to each brother and sister then living of myself and my wife. E. The sum of Two Thousand Dollars ($2,000.00) to each nephew and niece then living of myself and my wife. F. The sum of Five Thousand Dollars ($5,000.00) to West Hill United Methodist Church, R.D. #4, Carlisle, Pennsylvania. G. One-half of the residue to the brother and sisters of myself and my wife who are then living; and my wife's nieces, DORIS ZAMS and LINDA KISTLER, or to their issue per stirpes, if either are then deceased; in equal shares. H. One-half of the residue to the brother, sisters, nephews and nieces of myself and my wife, who are then living, in equal shares. FIFTH: The share of my wife's nephew, S. FRANK MILLER, shall be held by my Trustee hereinafter named, In Trust, to be administered as follows: Trustee shall accumulate the net income from the Trust and may make such distributions from income, accumulated income or principal, even to the exhaustion of all principal, to or for the benefit of $. FRANK MILLER, as Trustee considers advisable to maintain him in the station of life to which he is accustomed at the time of the creation of this Trust. Upon the death of S. FRANK MILLER, any accumulated income and principal remaining shall be paid to his estate. All principal and income while in the hands of Trustee shall not be subject to anticipation, assignment, pledge or obligation of any beneficiary. WILI,S\Hock. DE~m' SIXTH: I nominate and appoint my wife's niece, DORIS ZAMS, Trustee of the Trusts herein provided; and as substitute Trustee I nominate and appoint my wife's sister, RUTH KLING. SEVENTH: I nominate and appoint my wife's sister, JEAN L. BURKI-tOLDER, AS Executrix of this my Last Will and Testament; and as substitute Executrices I nominate and appoint in order of preference~ first, DORIS ZAMS; and second, RUTH KLING. EIGHTH: I direct that my personal representative and Trustee, as well as their successors, shall not be required to file bond or security in any jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal this -~--J/~ dayof O f__.,-]-e ~ir~ ,1995. SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: CHARLES W. ROBINSON 3 ~ initJ,ls Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 3/03/2005 JOHNSON RONALD E 78 WEST POMFRET STREET CARLISLE, PA 17013 RE: Estate of ROBINSON CHARLES W File Number: 2003-00339 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 is due by: 4/07/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge vA Register of Wills of Cumberland County Name of Decedent: STATUS REPORT UNDER RULE 6.12 cAdP/es pV, /f~>>Jtipt Date of Death: Estate No.: ,( OJ;? - tJd xxy 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~er administration of the estate is complete: . Yes)a No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. Ifthe answer to No.1 is Yes, state the following: a. Did ~rsonal representative file a final account with the Court? Yesyq No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: 2003-1)0 s.fy c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval offormal or informal accounts may be filed with the Clerk of the Orphans' Court may be attached to this report. Date:ff ...::t (V) 7~ N ./1/# Tf/cf Ef, Address " Cdf/!Idf? Itlt 17fJl5 Telephone No. A tf:> - tJ 12;3 o Personal Representative ~ Counsel for personal representative ~ (',j Capacity: