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HomeMy WebLinkAbout04-0790Louise T. Ross ~]ouise Thrush R~SS i : .. ~, Februnr,' 15, 200i .:~ ~.l ,_, .i AI{',I :,,..gr a: :n ii'. <,t prmd,:,t[ zc.idcnc,: tt Z813 Wi] iow Road, Lower .<Men T;,,'p. , ~umh~rlan~ Coufltv, PA [)CCCV.l'Pr. dk'n 88 ~Zn> ot ~t~'C, died AugusZ 12, 2004 ,~ iii domk~cd in Pa.~ All pcrsomd propenx S 502000'00 (Ii not domiciled in Pa.) Personal pl (It' not domidled m Pa.) Personal p~opert~ Salue ol real estate in Penns~Nania S 90,000.00 ~ituated as follows: 18t3 Willow Road, Lower Allen Township, Cumberland Count)', PA WHEREFORE, petitioner,s) respcctfull> rcquest(s) thc probate ol the hist will and codicilfs) theron. Jon F. LaFaver 120 Carol Street New Cumberland, PA 17070 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA '1> ss COUNTY OF CUNBERLAND ]'he et t oner(s) above-named swear(s) or affirtn(s) that the statements in the foregoing petition are true an~ correct to the best of the knowledge and beb~f~ petitiOner(s) an~t~t as personal represen* tative(s) of the above decedent petitioner(s) will w~l an~uly a4mi~ter~ ebt~ according to law. or affirm ' and subscribed }~} ~ ~'~~-~ ~ Sworn to ~ ' c 4../ ~ -- ~ ver ~' - Z3 day of / ~n r nasa = bgfore me tMs _~ ' , , ..,',.~ : , ," ~'~ ~ 2odq restame~t2ry Jon F. LaFaver February 15, 2001 (717) 774-7435 PHONE 414 Bridge St., New Cumberland, PA 17070 ~RT~ O~ D~IH April 30, Lemoyne, PA Cumberland E. Pennsboro Twp ~apl J. Japep_~ ~ L~611I Spri~ford Drive, Harrlsbur PA 1 ~- ~gust 20, 2004 [~111ngGreenH~ia~ark [ Lo~er AZlen T PA 17011 LAST WILL AND TESTAMENT OF LOUISE T. ROSS Pennsylvania, being of sound mind, make, publish and declare this as hereby revoking and making void any and all time heretofore made. LOUISE T. ROSS, of Lower Allen Township, Cumberland County, memory and understanding, do hereby and for my Last Will and Testament other wills by me at any ITEM I: I direct that my Executor hereinafter named shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease. ITEH II: I hereby give and bequeath the sum ef Five Thousand ($5,000.00) Dollars unto GRACE LUTHEP~Aiq CHURCH, in Lower Allen Town ship, Cumberland County, Pennsylvania. ITEM III: I hereby give and bequeath my strand ef pearls and matching pearl earrings te PAULA JAMES. ITEM IV: I hereby give and bequeath my two diamond cluster rings to M. SUSAN McCLAIN. ITEM V: I hereby give MARTENS. and bequeath my handmade Page 1 of 5 afghan to DENISE ITEM VI: furniture, following MARTENS, LISA McCLAIN, KIMBERLY ANN SKILNIK, I hereby give and bequeath all of my clothing, jewelry, household equipment and personal effects unto such of the named persons as shall survive me: PAULA JAMES, DENISE and BONNIE L. KRIEGER. These items shall be divided among the recipients as equally as possible, in accordance with their agreement, or if they cannot agree, then as my Executor shall decide. ITEM VII: I hereby give, devise and bequeath all the rest, residue and remainder of my estate, whether real, personal or mixed, and wheresoever situate, as follows: A. One-fourth (1/4) unto my nephew, E. DOUGLAS McCLAIN, or if he does not survive me, then unto his issue in equal shares, per stirpes. B. One half (1/2) unto my niece, PAULA JAMES, or if she if does not survive me, then unto her issue in equal shares, per stirpes. C. One-fourth (1/4) unto my late husband's niece, PATRICIA BAILEY, and if she does not survive me, then unto her issue in equal shares, per stirpes. ITEM VIII: I hereby nominate, constitute and appoint my attor ney, JON F. LaPAVER, Esquire, as Executor of this my Last Will and Testament. If the said JON F. LaFAVER should predecease me, fail to qualify or cease to act as such then I nominate, constitute and appoint DAVID H. STONE, Esquire, as Executor. ITEM IX: No bond shall be required of any fiduciary acting hereunder. Page 2 of 5 IN WITNESS WHEREOF, I, LOUISE T. ROSS, the Testatrix, set my hand and seal this 2001. LOUISE T. ROSS this, my Last Will and Testament, day of .... - ,";.~7.-~-~/ , A. D. , have unto (SEAL) SIGNED, SEALED, PUBLISHED and DECLARED by LOUISE T. ROSS, the above named Testatrix, as and for her Last Will and Testament, in the presence of us who have hereunto subscribed our names as witnesses at his request, in the presence ef Witness . ~ the said Testatrix and of each ether. Address COMMONWEALTH OF PENNSYLVANIA: :SS: COUNTY OF CUHBERLAIND : I, LOUISE T. ROSS, the Testatrix whose name is signed to the at tached or foregoing instrument, having been duly qualified according te law do hereby acknowledge that I signed and executed this instru Page 3 of 5 ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. LOUISE T. ROSS Sworn to or affirmed to ROSS, the Testatrix, this and acknowledged before me by LOUISE day of i-~'~ / - , ~ ~.. , 2001. Net ary Public COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, ~k~ !,-,, [ i'i~-~-,, the witnesses whose names are :SS: instrument, being duly qualified according to law, we were present and saw Testatrix sign and execute signed to the attached er foregoing depose and say that the instrument as her last will; that Testatrix signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Page 4 of 5 will as witnesses; that to the best of our knowledge, the Testatrix was at that time eighteen er more years of age, ef sound mind and under no constraint er undue influence. Witness Sworn to or affirmed to and acknowledged before me by and witnesses, this day of Page 5 ef 5 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Louise T. Ross, a/k/a Louise Thrush Ross Date of Death: August 12, 2004 Will No. 21-04-0790 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 September 10, 2004. Grace Evangelical Lutheran Church 1610 Carlisle Road Camp Hill, PA 17011 Paula James 6111 Springford Drive Harrisburg, PA 17111 M. Susan McClain 1809 Intervail Drive Austin, TX 78746 Denise Martens 305 Chelsea Way Redwood City, CA 94061 Lisa McClain-Sims 6305 Randolf Drive Boise, ID 83709 Kimberly Ann Skilnik 14042 Sahuaro Drive Scottsdale, AZ 85259 Bonnie L. Krieger 105 Hickory Road Carlisle, PA 17013 E. Douglas McClain 1809 Intervail Drive Austin, TX 78746 Patricia Bailey 179 Forgedale Road Fleetwood, PA 19522 Notice has now been given to all persons entitled thereto Rule 5.6(a). Date: 414 Bridge Street New Cumberland, 717-774-7435 under PA 17070 Capacity: Personal Representative X Counsel for Personal Representative DAVID H. STONE GERALD J. GHEKLETSKI ELIZABETH B. STONE STONE LAFAVER & SItEKLETSKI ATTORNEYS AT LAW 414 BRIDGE STREET POST OFFICE BOX E NI~W CIJI%IISE~LAND, PA 17070 www. stonelaw, net November 10, 2004 OF COUNSEL CHARLES H. STONE JON F. LAFAVER TELEPHONE (7 ! 7) 774-7435 FACSIMILE (7! 7) 774-3869 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 RE: Estate of Louise No. 21-04-4577 T~a/k/a Louise Thrush Ross Greetings: Enclosed please find estate check ~14 in the amount of $28,500.00 representing payment for prepayment of Inheritance tax for the above mentioned estate. Please note the timely postmark of this correspondence. Please send the receipt to my office in the stamped addressed envelope enclosed. Your attention to this request is certainly appreciated. Very truly yours, e& SHEKLETSKI DHS/tmb Enclosures LAW OFFICES OF STONE LAFAVER & SHEKLETSKI 414 BRIDGE STREET POST OFFICE BOX E NEW CUMBERLAND, PA. 17070 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 h,,tll,,,lli.,,.th,li,,,lh,,Ih,,hh,ti,hh,hh,h COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD REV-1162 EX(11-96) OO4619 SHEKLETSKI GERALD J 414 BRIDGE STREET NEW CUMBERLAND, PA 17070 ........ fold ESTATE INFORMATION: SSN: 205-09-4577 FILE NUMBER: 2104-0790 DECEDENT NAME: ROSS LOUISE T DATE OF PAYMENT: 11/12/2004 POSTMARK DATE: 11/10/2004 COUNTY: CUMBERLAND DATE OF DEATH: 08/12/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $28,500.00 REMARKS: TOTAL AMOUNT PAID: INHERITANCE TAX PYMT $28,500.00 SEAL CHECK//14 INITIALS' RSK RECEIVED BY: DEPARTMENT OF REVENUE GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of Louise T. Ross also known as Louise Thrush Ross No.21 04 0790 , Deceased Date of DeathB/1212004 Social Security No. 205-09-4577 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedenfs death. and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. lIWe verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: David H. Stone, ESQuire 1.0. No.: #39785 Address: 414 BridQe Street New Cumberland Telephone: 717-774-7435 Dated 120 Carol Street New Cumberland 17070- If .cJ7- DS PA 17070 ~ American Express-dividend on 11,434.488 shs. 'High Yield Tax Ex Value 90.51. American Express-11,434.488 shs. High Yield Tax Ex@$4.43each 50,654.78 Ladies diamond and white gold fashion ring Diamond ring at appraised value by Abercrombie Jewelry 950.00 Ladies white gold and diamond fashion ring Ring at appraised value by Abercrombie Jewelry 395.00 M&T Bank-Checking Acct. #72694726 15,959.28 M&T Bank-Checking Acct. #72694726 Accrued Interest (Attach Additional Sheets if necessary) \..i\. ,~ Il.-H){"{'\ (~i\d':{II.lrn~o ......'-." "-"'; ,--,11,-, u.... J() \!'--Pl" --1''-' -,,,.J...> \) Total Of] : I l,:d S- "'.'Hi S:1Jl 0.09 240,251.74 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvani~may, at the e1ectigrrof the personal representative, include the value of each item, but such figures Should not be extended into the totatol.the Inventory. RW-4 _'v'.. Continuation of Inventory Louise T. Ross 21 04 0790 PaQe 1 Description of Inventory Description Personal property at appraised value including the pearl necklace and matching pearl earrings as mentioned in Item III of will Value 879.00 Net proceeds on sale of household goods sold by Claude C. Wolfe & Assoc. on 10-02-04lncluding 1992 Ford Sedan 7,025.25 Property at 1813 Willow Rd. Camp Hill Lower Allen Twp., Cumberland County, PA granted and conveyed on May 16, 1958 unto Donald A. Ross and Louise T. Ross, husband and wife. The said Donald A. Ross died July 23, 1993 thus vesting title by operation of law in his wife, Louise T. Ross, the decedent. The said property was sold to Milan Jovic and Mileva Jovic, husband and wife on October 12,2004. 134,900.00 PSECU Cert. of Deposit #551 - Accrued Interest 12.56 PSECU Cert. of Deposit #551 22,601 .15 PSECU-Cert. of Deposit #552 - Accrued Interest 3.11 PSECU-Cert. of Deposit #552 6,346.81 PSECU-Savings S1 434.09 PSECU-Savings S 1 - Accrued Interest 0.11 Subtotal $ 172,202.08 COM!MONWEAlTH OF PENNSYLVANIA . DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-961 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT STONE DAVID H. 414 BRIDGE STREET NEW CUMBERLAND, PA 17070 nn__n fold ESTATE INFORMATION: SSN: 205-09-4577 FILE NUMBER: 2104-0790 DECEDENT NAME: ROSS LOUISE T DATE OF PAYMENT: 05/05/2005 POSTMARK DATE: 05/05/2005 COUNTY: CUMBERLAND DATE OF DEATH: 08/12/2004 NO. CD 005292 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $19.77 I I I I I I I I TOTAL AMOUNT PAID: $19.77 REMARKS: DAVID STONE, ESQ CHECK# 1008 INITIALS: RSK RECEIVED BY: SEAL REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS Rh",1500 EX +.0-00) ~J...~'S~'J ~ ").."\~ ~~ ) .' COMMONWEALTH OF , PENNSYLVANIA DEPARTMENT OF REVENUE DEPT,280601 HARRISBURG, PA 17128-0601 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT ~ ~S b,u.~\) ~o~ \ >:!'-.j ,~ '3\\'~ "> -S-~5 OFFICIAL USE ONLY FILE NUMBER 21-040790 ""'OO:iNTY'"C06E ---VEAR- - - NUMeER-- f- Z W Cl W U W Cl DECEDENTS NAME (lAST, FIRST, AND MIDDLE INITIAL) Ross Louise T aka Louise Thrush DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) SOCIAL SECURITY NUMBER 2 0 5 - 0 9 - 4 5 7 7 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 8/12/2004 4/30/1916 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAl) SOCIAL SECURITY NUMBER W I- ~:!!:(I) ,,"'''' w"" ,,00 ,,"''''' -"<Xl .. '" [Xl 1. Original Return o 4. Limited Estate [Xl 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy of Trust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) D 3_ Remainder Return (dale of death prior 10 '2-13-82) D 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS David H. Stone Es uire 414 Bridge Street FIRM NAME (If Ap~;cablel Stone LaFaver & Shekletski New Cumberland, PA 17070 TELEPHONE NUMBER 717-774-7435 I- Z W C Z o .. '" w '" '" o " z o ~ <C ...J :J f- a: <C U w c:: z o ~ <C f- :J a. ::!; o u X <C f- 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. InterNivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) 11. Total Deductions (total lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) (1) (2) (3) (4) (5) 134,900.00 I 50,745.29'1, i " , , , r' OFFICIAL USE ONLY ~-"" J 54,606.451 I ! I , i I. 8,316.64 [~ (6) .:.:..:- (7) (8) 248.568.38 (9) (10) 43,348.19 88.66 (11) (12) (13) 43,436.85 205.131.53 5,000.00 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 200,131.53 15. Amount of Une 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 0.00 X _(15) 0.00 0.00 X _(16) 0.00 0.00 X .12 (17) 0.00 200,131.53 X .15 (18) 30,019.73 (19) 30,019.73 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < o d . C Add ece ents omplete ress: STREET ADDRESS 1813 Willow Road CITY I STATE I ZIP Camp Hill PA 17011- Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Pnor Payments C. Discount (1) 30,019.73 28500.00 1.499.96 Total Credits (A + 8 + C) (2) 29,999,96 3. InleresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the 8ALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 0.00 19.77 19,77 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... 0 00 b. retain the nght to designate who shall use the property transferred or its income; ........................................ 0 00 c. retain a reversionary interest; or ............,......................................................................................... 0 00 d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?................ ........................................... ............. ............. ......... 0 00 3. Did decedent own an "in trust for" or payable upon death bank account orsecunty at his or her death? ................. 0 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ......................... ............................................................... ...... 00 0 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 pe~ury, I declare !hall have Declaralionofpr.ewlrerotherthanthe on SIGNATqRE OF ERS mined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. s live is based on all information of which preparer has any knowledge. lUNG RETURN DATE O~ PA ~ ADORE ADDRESS PA 17070 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P,S ~9116 (a) (1.1) (i)l. For dates of death on or after January 1,1995, the tax rate imposed on the net vaiue of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficianes is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)]. The tax rate imposed on the net value o!transfers to or for the use of the decedenrs siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. K-€V-1502 EX + (6-98) *' SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Louise Thrush Ross Louise T 21 04 0790 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real nroOArtv which is iointlv-owned with rinht of survivorshin must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION Property at 1813 Willow Rd. Camp Hill, Lower Allen Twp.. Cumberland County, PA granted and conveyed on May 16,1958 unto Donald A. Ross and Louise 1. Ross, husband and wife. The said Donald A. Ross died July 23, 1993 thus vesting title by operation of law in his wife, Louise T. Ross, the decedent. The said property was sold to Milan Jovic and Mileva Jovic, husband and wife on October 12, 2004. VALUE AT DATE OF DEATH 134900.00 TOTALlAlso enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 134900.00 REV-1503 EX + (6-98) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Louise Thrush Ross Louise T FILE NUMBER 21 04 0790 All property joinUy-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION American Express-11434.488 shs High Yield Tax Exempt @ $4.43 per sh plus $90.51 accrued dividend VALUE AT DATE OF DEATH 50,745.29 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 50745.29 ~EV-1508 EX + (6-98) * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Ross Louise ITEM NUMBER 1 2 3 4 5 6 7 8 9 10 11 12 FILE NUMBER T aka Louise Thrush 21 04 Include the proceeds of litigation and the date the proceeds were received by the estate. All property joinUy-owned with right of survivorship must be disclosed on Schedule F. 0790 DESCRIPTION Ladies white gold and diamond fashion ring Ring at appraised value by Abercrombie Jewelry VALUE AT DATE OF DEATH 395.00 Ladies diamond and white gold fashion ring Diamond ring at appraised value by Abercrombie Jewelry 950.00 M&T Bank-Checking Acct. #72694726 15,959.28 M&T Bank-Checking Acct. #72694726 interest 0.09 Net proceeds on sale of household goods sold by Claude C. Wolfe & Assoc. on 10-02-04 including 1992 Ford Sedan 7,025.25 Personal property at appraised value by Claude C. Wolfe & Assoc. including pearl necklace & matching pearl earrings as mentioned in Item III of will 879.00 PSECU Cert. of Deposit #S51 - Accrued Interest 12.56 PSECU Cert. of Deposit #S51 22,601.15 PSECU-Cert. of Deposit #S52 - Accrued Interest 3.11 PSECU-Cert. of Deposit #S52 6,346.81 PSECU-Savings S1 434.09 PSECU-Savings S1 - Accrued Interest 0.11 The handmade afghan was not found to be distributied as mentioned in Item V of will TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 54 606.45 fJEV-1510 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21 04 0790 ESTATE OF Louise Thrush Ross Louise T This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes, DESCRIPTION OF PROPERTY ITEM I~CLUDETHENAMEOFTHETRANSFEREE, THEIR RELATIONSHIP TO oeCEOENTANO DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER ATTACH ACOPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST VALUE (IF APPUCA8L.EJ 1 American Express-Annuity #930039372972004 8316.64 100. 8,316.64 Beneficiaries are Lisa R Dietert and Kimberly Ann McClain, nieces of decedent TOTAL (Also enter on line 7 Recapitulation) $ 8316.64 (If more space is needed, insert additional sheets of the same size) REV-1511 EX -+ (12-99) * SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Ross Louise T aka Louise Thrush 21 04 0790 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Parthemore Funeral Home-funeral expenses 4,856.00 2. Parthemore Funeral Home-add'l expenses 101.36 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Jon F. LaFaver 12,428.00 Social Security Number(s)/EIN Number of Personal Representative(s) City New Cumberland Slale PA Zip 17070 Year(s) Commission Paid: 2005 2. Attorney Fees David H. Stone, Esquire 12,428.00 3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation) Claimant Street Address City Slate Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills Cumberland County 279.00 5. Accountanfs Fees 6. Tax Return Preparer's Fees 7. Cumberland Law Journal-advertising grant of letters 75.00 8. The Patriot News Co.-advertising grant of letters 115.45 9. UGI-gas services 60.33 10. PA American Water-water services 47.81 11. PPL Electric Utilities-electric services 114.98 12. UPS Store-shipping items to Lisa and Kim 865.48 13. Verizon-telephone service 17.23 14. AT&T-telephone service 24.32 15. PNC Bank-check printing fee 27.60 16 Bonnie K. Miller, Tax Collector-real estate taxes 11.00 17. Sue McClain-Reimb. on appraisal on rings by Abercrombie Jewelry 90.00 18. Claude C. Wolfe & Assoc.-appraisal fee on personal property 150.00 TOTAL (Also enter on line 9. Recapitulation) $ 43348.19 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Ross, Louise, T aka Louise Thrush Decedent's Name Page 2 21 04 0790 File Number Schedule H - Funeral Expenses & Administrative Costs - B7. ITEM NUMBER DESCRIPTION AMOUNT 19. 20. 21. 22. 23. Checks written by decedent prior to death but not cleared by bank until after death State Employees ReI. System-Reimb. of August check Settlement costs on sale of property ($$9,516.35) less reimb. ($917.46) Register of Wills-filing Inheritance Tax Return & Inv. Reserve for closing expenses 2,298.38 619.36 8,508.89 30.00 200.00 SUBTOTAL SCHEDULE H-B7 11,656.63 REV-1512 EX + (6-98) * SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Louise Thrush Ross Louise T 21 04 0790 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. PSECU-VISA card balance due from Lifeline Systems Inc. 37.00 2. James R. Norton, DPM-debt of last illness 51.66 TOTAL (Also enter on line 10, Recapitulation) $ 88.66 (If more space is needed, insert additional sheets of the same size) gEV.,513EX>(" COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Rnoo L n 'ioo T ~"~ I n, ';00 Thrll~h ?1 n.1 n7Qn RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under Sec. 9116 (a)(1.2)] 1. M Susan McClain Collateral 1,445.00 1809 Intervail Drive Austin TX 78746- 2. Paula James Collateral 97,404.73 6706-B Terrace Way Harrisburg, PA 17111 3. Denise Martens Collateral 1,580.85 305 Chelsea Way Redwood City, CA 94061 4. Lisa McClain Collateral 1,148.11 6305 Randolph Drive Boise, ID 83709 5. Kimberly Ann Skelnik Collateral 1,148.11 14042 East Sahuaro Drive Scottsdale, AZ. 85259 6. Bonnie L. Krieger Collateral 1,580.85 105 Hickory Road Carlisle, PA 17013 7. E. Douglas McClain Collateral 47,911.94 1809 Intervail Drive Austin, TX 78746 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. Grace Lutheran Church 5,000.00 1610 Carlisle Road Camp Hill, PA 17011 TOTAL OF PART II - ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 5000.00 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Ross, Louise, T aka Louise Thrush Decedent's Name Page 3 21 04 0790 File Number Schedule J - Beneficiaries - 1 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions) 8. Patricia Bailey Collateral 47,911.94 179 Forgedale Road Fleetwood, PA 19522 J. ep\wills\ross.lt\2-01 LAST WILL AND TESTAMENT OF LOUISE T. ROSS I, LOUISE T. ROSS, of Lower Allen Township, Cumberland County, Pennsylvania, being of sound mind, memory and understa.nding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all other wills by me at any time heretofore made. ITEM I: I direct that my Executor hereinafter named shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease. ITEM II: I hereby give and bequeath the sum of Five Thousand ($5,000.00) Dollars unto GRACE LUTHERAN CHURCH, in Lower Allen Town- ship, Cumberiand County, Pennsylvania. ITEM III: I hereby give and bequeath my strand of pearls and matching pearl earrings to PAULA JAMES. ITEM IV: I hereby give and bequeath my two diamond cluster rings to M_ SUSAN McCLAIN. ITEM V: I hereby give and bequeath my handmade afghan to DENISE MARTENS. Page 1 of 5 ] ITEM VI: I hereby give and bequeath all of my clothing, jewelry, furniture, household equipment and personal effects unto such of the following named persons as shall survive me: PAULA JAMES, DENISE MARTENS, LISA McCLAIN, KIMBERLY ANN SKILNIK, and BONNIE L. KRIEGER. These items shall be divided among the recipients as equally as possible, in accordance with their agreement, or if they cannot agree, then as my Executor shall decide. ITEM VII: I hereby give, devise and bequeath all the rest, residue and remainder of my estate, whether real, personal or mixed, and wheresoever situate, as follows: A. One-fourth (1/4) unto my nephew, E. DOUGLAS McCLAIN, or if he does not survive me, then unto his issue in equal shares, per stirpes. B. One-half (1/2) unto my niece, PAULA JAMES, or if she if does not survive me, then unto her issue in equal shares, per stirpes. C. One-fourth (1/4) unto my late husband's niece, PATRICIA BAILEY, and if she does not survive me, then unto her issue in equal shares, per stirpes. ITEM VIII: I hereby nominate, constitute and appoint myattor- ney, JON F. La FAVER , Esquire, as Executor of this my Last Will and Testament. If the said JON F. LaFAVER should predecease me, fail to qualify or cease to act as such then I nominate, constitute and appoint DAVID H. STONE, Esquire, as Executor. ITEM IX: No bond shall be required of any fiduciary acting hereunder. Page 2 of 5 ~ IN WITNESS WHEREOF, I, LOUISE T. ROSS, the Testatrix, have unto this, my Last Will and Testament, set my hand and seal this j S- -cL day of CJ;,? , A. D., 2001. ~/rrwA/.)~ ,~. ~ LOUISE T. ROSS (SEAL) SIGNED, SEALED, PUBLISHED and DECLARED by LOUISE T. ROSS, the above named Testatrix, as and for her Last Will and Testament, in the presence of us who have hereunto subscribed our names as witnesses at his request, in the presence of the said Testatrix and of each other. ~"<4Jb,.'<A /i,,,j,^\-4~ a /~/~ fk.~~$ Wi~ Address / COMMONWEALTH OF PENNSYLVANIA: :88: COUNTY OF CUMBERLAND I, LOUISE T. ROSS, the Testatrix whose name is signed to the at- tached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instru- Page 3 of 5 ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. 1./ '~r .") '-:/}C'"7nd.P- ::J. L., / LOUISE T. ROSS Sworn to or affirmed to and acknowledged before me by LOUISE T. ROSS, the Testatrix, this /- .) day of _Ql..,~vv...J-.. ,2001- ( (l,~4<d .'-;( I<,~ Notary Public I t-!OTARIA:" SEAL . CONSTANCE L /Will, Notary Public Nell Cumbcrl.and, PA Cumberland Co. My Commission Expires April 13, 2003 COMMONWEALTH OF PENNSYLVANIA : SS: COUNTY OF CUMBERLAND We, ~,,/)f\fR~ and ~~0I:7 .u~~1f10 the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw Testatrix sign and execute the instrument as her last will; that Testatrix signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Page 4 of 5 _"t"--_ will as witnesses; that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. $~J~~ Witness Sworn to or affirmed ~.," ,,( ~ to and acknowledged before me by ~~(d CZ Jk....eU~/ and witnesses, this / s.- day of Ptoru-1,--' . , 2001- (l.~/YK~ . Notary Public NOTARiAl SEAL CONSTANCE L KARL!, Nolary Public New Cumberland, PA Cumberland Co. My Commission Expires April 13, 2003 Page 5 of 5 11- re\ded\ROSSlouiseEXE I DEED THIS INDENTURE made the tl r~ day of ~ , in the year 2004, between Jon F. LaFaver, Executor of the Last Will and Testament of LOUISE T. ROSS, a/k/a LOUISE THRUSH ROSS, late of Lower Allen Town- ship, County of Cumberland and Commonwealth of Pennsylvania, of the first part, hereinafter called the Grantor, -AND- MILAN JOVIC and MILEVA JOVIC, husband and wife, of the second part, hereinafter called the Grantees; WHEREAS, the said Louise T. Ross, a/k/a Louise Thrush Ross became in her lifetime seised, as of fee, of and in to a certain tract of land, together with the improvements thereon erected, situate in the Township of Lower Allen, County of Cumberland, and Commonwealth of Pennsylvania, and more particularly described hereinafter. and being so thereof seised, died on August 12, 2004, having first made her Last Will and Testament in writing dated February 15, 2001, duly probated and registered in the Office of the Register of Wills of Cumberland County on August 23, 2004, wherein and whereby she appointed as Executor, the said Jon F. LaFaver, to whom Letters Testamentary were duly issued by said Register of Wills on August 23, 2004, wherein and whereby said premises hereinafter described were not specifically - ; -1- devised, all as in and by said Will and the records of said Register of Wills more fully appears; NOW THIS INDENTURE WITNESSETH, that the said Grantor, for and in consideration of the sum of One Hundred Thirty-four Thousand Nine Hundred and NO/100 ($134,900.00) Dollars, which has been paid to her by the said Grantees at or before the sealing and delivery hereof, receipt whereof is hereby acknowledged, has granted, bargained, sold, aliened, released and confirmed, and by these presents does grant, bargain, sell, alien, release and confirm unto the said Grantees, ALL THAT CERTAIN tract of land situate in Lower Allen Township, Cumberland County, Pennsylvania, bounded and described as follows, to wit: BEGINNING at a point on the South side of Willow Road which point is two hundred fifty-five (255) feet West of the Southwest corner of the intersection of Willow Road with Holly Drive as shown on the herein- after mentioned Plan of Lots, and at the line dividing Lots Nos. 4 and 3, Block "B", on said Plan; thence along the western side of Lot No. 3, South eleven (11) degrees six (06) minutes East, one hundred twenty (120) feet to a point at corners of Lots Nos. 24 and 23, Block "B"; thence along the northern side of Lot No. 23, Block "B", South seventy-eight (78) degrees fifty-four (54) minutes West, seventy (70) feet to a point at corners of Lots Nos. 22 and 5, Block "B"; thence along the eastern side of Lot No.5, Block "B", North eleven (11) degrees six (06) minutes West, one hundred twenty (120) feet to a point on the South side of Willow Road; thence along the South side of Willow Road, North seventy-eight (78) degrees fifty-four (54) minutes East, seventy (70) feet to the place of BEGINNING. BEING Lot No.4, Block "B", on the Plan of Lots of Cedar Village as recorded in the Cumberland County Recorder's Office on June 9, 1955, in Plan Book 7, Page 26. BEING the same premises which Helen M. Buffington, widow, by her deed dated May 16, 1958, and recorded May 16, 1958, in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Deed -2- Book K-18, Page 440, granted and conveyed unto Donald A. Ross and Louise T. Rose, husband and wife. The said Donald A. Ross died July 23, 1993, thus vesting title by operation of law in his wife, Louise T. Ross, decedent Grantor herein. TOGETHER with all and singular the buildings, improvements, ways, streets, alleys, passages, waters, water-courses, rights, liberties, privileges, hereditaments and appurtenances whatsoever, thereunto belonging or in any wise appertaining and the reversions and remainders, rents, issues and profits thereof, and all the estate, right, title, interest, property, claim and demand whatsoever of her, the said Louise T. Ross, a/k/a Louise Thrush Ross, at and immediately before the time of her decease, in law, equity, or otherwise howso- ever, of, in, to or out of the same. TO HAVE AND TO HOLD the said lot or piece of ground above de- scribed, with the buildings and improvements thereon erected, hereditaments and premises hereby granted or mentioned, and intended so to be, with the appurtenances unto the said Grantees, to and for the only proper use and behoof of the said Grantees, forever. And the said Grantor, for herself and her respective heirs, executors and administrators, does covenant, promise and agree to and with the said Grantees, their heirs and assigns, that she, the said Grantor, has not heretofore done or committed any act, matter or thing whatsoever whereby the premises hereby granted, or any part thereof, -3- is, are, shall or may be impeached, charged, or encumbered in title, charge, estate or otherwise howsoever. IN WITNESS WHEREOF, the said Grantor has hereunto set her hand and seal the y and year first above written. ~~ on F. LaFaver, Executor of the Last Will and Testament Louise T. Ross, a/k/a Louise Thrush Ross (SEAL) of COMMONWEALTH OF PENNSYLVANIA: SS: COUNTY OF CUMBERLAND ...;jf On this, the /:1 day of O~ , 2004, before me a Notary Public, the undersigned officer, personally appeared JON F. LaFAVER, Executor of the Last Will and Testament of Louise T. Ross, a/k/a Louise Thrush Ross, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowl- edged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereto set my hand and notarial seal. COMMONWEAlTH Of PENNSYLVANIA NOTARIAL SEAL KAYf R. LUCKEY, Notary Public New Cumberland Boro. Cumberland Co My Commission Expires March 27, 2005 ,~~'I?~ . Notary Public -4- I hereby certify that the precise address of the Grantee is Attorney for -5- JAN-27-05 THU 03:59 PM AMERICAN EXPRESS Advisor Connect: HI YiELD TAX-EX - A FAX NO. 717+755+6794 P. 02 Page I ot I 'j!' , , , " .\ :;;"..,:.,. ~~'~ ONLINR SIi.:RVICE & TRANSACTIONS HI YIELD TAX-EX - A Find Next Client Log Off .o.ccoun~lJ)file I Activity I Checks Issued I Arrangements I Account List ~wl1ershjl) Il1formation Account #: ~OOO 0021525961583002 Ownership: P"ON F LA FAVER AS EX EST OF LOUISE T ROSS Value As of 08/12/2004 Shares NAV Principal Value Accrued Dividends Gross Value 11434.488 4.430 $50,654.78 $90.51 $50,745.29 . ...... ... ,..~.,..... .~._._....n_~ Copyright@1998-2001 American Express Company. All Rights Reserved. Users of this site agree to be bound by the tenns of the American Express Web Site Rules and Regulations. View ~I!. Site Rule!!.i!nd ~,eg!Jlatio_ns and l!ad!'(l:1l3rks of American Express. htlps:/Iadvisor3 .aexp, comlOS1'/securel Acco nntProfi leI AccountProfileFundAsOfV alues .as,.. 1/19/2005 Apr 21 05 09:56a p.2 rm M&fBank 499 Milchell Rood, MiIIsboro. DE 19966 M,;I Code DE-MB-12 Phone (388) 502-4349 Fa., (302) 934-2955 Corrected. April 21, 2005 Stone LaFaver & SbekJetski Attorneys At Law 414 Bridge Street P.O.BoxE New Cumberland, PA 17070 Re: Estate of' Louise T. Ross Social Security: 205-09-4577 Date of Death: AUJlusll1. 2004 Dear Sir or Madam: Per your inquiry daled September 08, 2004, please be advised that at the lime of death, the above-named decedent had on deposit with this bank the following: I. Type of Aceoun/ Checking Account A ecoun/ Number 72694726 Owner.hip (Names of) Louise T Ro.r.l Paula J James. POA Opening Dale 8/28164 closed 9/10104 Balance on Date of Death $15.959.28 A ecrued In/erest $ 0.09 Total $15.959,37 Please be advised, there was no safe deposit box found fur the above decedent For further account information, regarding ownership, closures and/or reimbursement of runds, etc., please call the West Shore Plaza Off'",e # 717-255-2271, Sincerely, ~~ U~1 Naney Clagett Records Management PSE(~ the financiallink'M October 13, 2004 Stone, LaFaver & Shekletski 414 Bridge Street Post Office Box E New Cumberland, P A 17070 Attn: David H. Stone RE: Louise T. Ross, Deceased SS # 205-09-4577 Dear Attorney Stone: The following are the Date of Death Balance's for Louise T. Ross' accounts with PSECU: Account Date of Death Balances Accrued Interest Savings (SI) $434.09 $0.11 Certificate of Deposit (S51) $22,601.15 $12.56 Certificate of Deposit (S52) $6,346.81 $3.11 Visa Loan $0.00 Current Balance $37.00 The account was opened August 6, 1993. The account was held individually. A transaction posted on August 18"' fr()m Lifeline Systems me. to the Visa leaving a balance due of $37.00. If you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 237- 7328, then press 6, extension 3120. Sincerely, ~e,l~ Suzanne E, Fahr Account Advisor PENNSVLVANIA STATE EMPLOYEES CREDIT UNION Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990 . (717) 234-8484. (800) 237-7328 Mailing Address: P.O. Box 67013, Harrisburg, PA 17106-7013. (717) 777-2100 (TOO) . (800) 472-1967 (TOO) Web Address: www.psecu.com Savings federally Insured up to $100,000 by the National Credit Union Administration. A1ercromhie Jewelry 3010 Bee Caves Road Austin, Texas 78746 Appraisal Report ESTATE MARKET VALUE DEFINfTION: 1be term "Fair MarketValue" as used in this appraisal report is defined as that amount of money required for a willing buyer and willing seJJer to agree upon for jewelry of similar qoaIity, appeaIlIDCe, and condition. September 17, 2004 The undersigned does certify that the hereinafter described item(s) were througWyexamined and appraised for: M. Sue McClain 1809 Intervail Drive Austin, TX 78746 Ladies diamond and white gold fashion ring. This ring features five natural round brilliant diamonds that measure as follows: center stone at 5.19; and four side stones that measure 3.75 mm, 3.5 mm, 3.35 mm and 3.25 mm. Total diamond weight is approximately 1.25 carats. The diamonds are all approximately I/J in color, and SI I in clarity. In addition, the ring contains 14 small single cut diamonds that total approximately .25 carats. The diamond are set in a white gold fashion that is also fitted with an adjustable shank. The ring is 14 karat gold and is stamped as such. The piece weighs 4.92 dwt. FAIR MARKET VALUE: $950.00 plus applicable taxes. Ladies white gold and diamond fashion ring. This ring consists of a center round brilliant diamond that measures 3.8 mm for a calculated weight of approximately .22 carats. The diamond is approximately G in color, and VS 2 in clarity. The ring also has ten single cut diamonds that are approximately .02 carats each for additional diamond weight of .20 carats. All stones are set in a white gold mount that is stamped as 14 karat. The ring has an adjustable shank, and weighs 3.23 dwt. FAIR MARKET VALUE: $395.00 Plus applicable taxes. Ronald Rosenberg Date q --!:; -Of CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1912 2009 LINCOLN STREET. CAMP Hill, PA 17011 717.761.2763 Date Address Public Auction for Estate of Loui se T. Ross October 2. 2004 1813 Willow Road. Carno Hill. PA 17011 Auction Gross............... '. . . . . . . . . . . . . . . . . . $ 8.880.00 EXPENSES Shoppers Guide Adv. & Sale Bills .$239.40. . . .!lOX. . $ Patriot News Adv. $6.5,34 .a.utO.1.0.o%.. .$. !l2.42... .!lOX.. Paxton Herald Adv. ............................ Other Adv. .................................... Other Adv. .................................... Other Adv. .................................... Sign for Property............................. State Fumigation Tags......................... Registration Numbers.......... . . . . . . . . . . . . . . . . Tent/Tarp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5OS. . Misc. Expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Clerks at $ 80.00 each . .$32Q~o.o. . . .50%. . 4 Runners at $ 80.00 each . $32Q~00. . . .50%. . ~r Sale preparation Labor House cleaning ~r Labor Personal Items Fee at 10 'Is.................. 888.00 Total Expenses for Auction..................... . . . $ 1.B54.75 Real Estate Gross......... . . . . . . . . . . . . . . . . . . . . Real Estate Fee at % (Due at settlement) $ 8.880.00 - 1.854.75 7.025.25 - N/A 7,025.25 Auction Gross Expenses Net Checks Owed to/by Auctioneer 119.70 B6.55 25.00 10.00 10.00 37.50 160.00 160.00 338.00 20.00 CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE /9/2 2009 LINCOLN STREET' CAMP HILL, PA 17011 717-761-2763 September 7, 2004 Appraisal for the Estate of Louise T. Ross 1813 Willow Road, Camp Hill, PA 17011 LIVING ROOM Denise - Beatrice Potter "Lady Mouse" - 4" mouse figurine 10.00 Beatrice Potter "Mr. Jackson" - 3 y," frog figurine 10.00 Kim - Ansley "Cottage Garden" bowl 5,00 Lisa - (4 )Brass candlesticks 10.00 Waterford crystal vase 7 y.." 35.00 Ansley "Cottage Garden" bowl 5,00 Pair ofStiffel table lamps - 32" high 60.00 Paula - Hummel "Joyful Adventurer" 35642 1971 - 4 %" by Goebel, W. Ger. 60.00 Hummel "Band Leader" 129 by Goebel, W. Ger. 25.00 HALL Lisa - Barometer 8.00 BATH Paula - Pair of bathroom scene pictures Bath curtain 6.00 2,00 REAR BEDROOM Kim - (4)Monthly floral pictures - Jan., April, Sept" & Dec. 40.00 Lisa - Daniel Dakota Oak quartz clock 25.00 CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE /912 2009 LINCOLN STREET' CAMP HILL, PA 17011 717-761-2763 Ross appraisal Page 2 of 3 FRONT BEDROOM Kim - Hankies, Silver & costume jewelry Picture of railroaders 10.00 3.00 Lisa - Pair of children pictures Stiffellamp - 25 y," I OK Gold & costume jewelry 10.00 25.00 30.00 Paula - Boudoir chair Picture of "Man & Woman" 25.00 3.00 Paula & Denise(both names on items) 14K gold, Sterling silver & costume jewelry 38.00 KITCHEN Kim - Basket Farm scene picture 2.00 10.00 Lisa - (6)Wicker baskets 15.00 Paula - GE remote telephone Lefton bird motif decorator plates - chipped Amana Radarange 12.00 3.00 15.00 DINING ROOM Kim - Art China dinnerware - svc/8 Ironstone teapot 75.00 12.00 Lisa - MilkgIass Hobnail creamer & sugar set (8)Bareuther 8" plates Scenery picture with blue flowers Covered egg 5.00 15.00 16.00 2.00 CLAUDE C. WOLfE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1912 2009 LINCOLN STREET. CAMP HILL, PA 17011 717-761-2763 Ross appraisal Page 3 of 3 DINING ROOM - continued Paula - Gone With the Wind style lamp - large 21" (4)Ascot plates Pair of floral pictures Gone With the Wind style lamp - small 15" BASEMENT Kim - Rocking chair (4)Old auto pictures Family picture Lisa - Pair of gold framed old auto picture Paula - Wood framed recliner Goldstar dehumidifier Barrel style rocking chair Zenith VCR APPRAISAL TOTAL: Denise Kim Lisa Paula Paula & Denise $ 20.00 191.00 266.00 364.00 38 OQ .. 81'1 00 ~ This Fair Market Value appraisal is true and correct to the best of my ability as an auctioneer and appraiser with 35 years experience. Member: Certified Appraisers Guild of America \.J.~. g~ a~~ W. K. Dusty Chapman, CAGA 35.00 20.00 30.00 20.00 25.00 8.00 1.00 5.00 15.00 60.00 8.00 25.00 JAN-27-05 THU 03:59 PM AMERICAN EXPRESS FAX NO. 717+755+6794 P. 03 From: To: cc: SUbject: Bert L Mcdonough on 01/27/2005 01:20 PM Todd M RohrbaughIFic'dIWHlAEFA@AMEX death wlue forannuily 11249401 a 001 AMERICAN EXPRESS FUNDS AMERICAN EXPRESS CERTIFICATE COMPANY AM!::RICAN EXPRESS BROKERAGE 70100 AXP Financial Cenler Minneapolis. MN 55474 Janllmy 27, 2005 'J'ODO MICIIAF.I. ROHRBAUGH STH 307 2550 KINGSTON R\) YORK, PA 17402-3734 Pcnr TOUD MI(,HAIJL ROHRBAUGH: Thank YOII for YOllr recellt inquiry recarding LOUISE T ROSS's ACCOUlll~_ '11lese are the values of the accounts a' of OS/i 212004. ^nnuities - Post 1985 ^~t!..t'?:am.t NUlnbcr 93003937297 2 004 I!>r",1 Value SS316.64 The dale of death values provided are for ",'itale lax: purposes ami are not a value to bc "aid. Account. may be suhjecllo m'lTlcel nuNUAtiOn a. govemed by each p"oduct. PlcA>C note th.llhe vallles indicalOO for any Life Insurance product(s) rellect the gross death benefit at date of death, not the cash valuc. We appreciate the oppprtllnityto be of service 10 )'ou. Please cOlllaellL~ if you have any questions. Sinct..'1"cly, Berl McDonough DanLh SettlemenlS l'1'occssing Trom 70100 AXr Finallcia1 Cenler Minneapolis, MN 55474 1-800-862-7919, Oplion 5,1 @. Beneficiary Information We have the following beneficiaries on record for the deceased's accounts. Account Number: 021525961583002 Designation: Not applicable for this ownership type. Account Number: Designation: PRIMARY BENEFICIARY LISA R DIETERT KIMBERLY ANNMCCLAIN EQUALLY, OR THE SURVIVOR 93003937297 2 004 NEICE NEICE Insurance and annuities are issued by IDS Life Insurance Company. an American Express company. American Express Brokerage is provided by America Express Financial Advisors Inc. American Express Financial Advisors Inc. Member NASD. American Express Company is separate from American Express Financial Advisors Inc. and is not a broker-dealer. C- HUD -1 UNIFORM SElTLEMENT STATEMENT OMS Approval No. 2502~265 I.A. I1.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SITfLEMENT STAlEMENT , IB TYPE OF LOAN 6. File Number: 7. Loan Number: I. FHA 2. FmHA 2004-063 J. X Cony. Voins. 4. VA 5. Conv.lns. 8. Mortgage Insurance Case Number C. NOTE: This Conn 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. NOTE: TIN - T~~":~s Identification Number D. NAME AND ADDRESS OF BORROWER: E. NAME, ADDRESS AND TIN OF SElLER: F. NAME AND ADDRESS OF LENDER: ~ilan Jovic Estate of Louise ~ Ross The Washington Savings Bank Mileva Jovic Jon F. LaFaver, Executor 5115 East Trindle Road 607 Gap Road Stone, Lafaver & Shekletski Mechani csburg , PA 17050 Lewisberry, PA 17339 414 Bridge Street New Cumberland, PA 17070 G. PROPERTY LOCATION: H. SITfLEMENT AGENT NAME, ADDRESS AND TIN I :813 Willow Road Richard P. Mislitsky, Esquire 25-1872066 Camp Hill, PA 17011 1 West Hinh St Suite 208 Carlisle PA 17013 PLACE OF SETILEMENT I. SETILEMENT DAlE Lower Allen Twp/Cumberland 3815 Market Street 10/15/2004 Carno Hill PA 17011 J. SUMMARY OF BORROWER'S TRANSACf10N tOO. GROSS AMOUNT DUE FROM BORROWER: 101. Coolractsalesnricc: 134 900,00 102. PcrsOllal n""","", 103. Sett1ementch to borrower Iljne 14(0) 4 602.47 104. 105. Adiusnnents for nems "aid b seller in advance 106. Citvltown taxes 107. Coun"'taxes 10/15 2004-01/01/2005 108. Assessments 109. Sewer Ad; 10/15-12/31 20041 1l0.Schoo1 Tax 10 15 04 06130/05 111. 112. 120. GROSS AMOUNT DUE FROM BORROWER 99.47 61. 39 756.60 140 419.93 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 201. it or eamest 5 000.00 202. Princinalamountofnew 1oanls' 107 900. 00 203. Existino loan's) taken subiect to 204. 205. 206. 207. 208. 209. Ad'ustments for items unnaid by seller 210. City/town taxes 211. Countv taxes 212. Assessments 213. 214. 215. 216. 217. 218. I 219 I 220. IDTAL PAID BY/FOR BORROWER 112 900.00 300. CASH AT SETTLEMENT FROMffO BORROWER 301. Cross amount due from borrower Une 120) 302. Less amount aid by/for borrower (J .ine 22m 303. CASH FROM BORROWER 140 419.93 112 900.00 27 519.93 K. SUMMARY OF SELLER'S TRANSACf10N 400. GROSS AMOUNT DUE TO SEILER: 401. Coolraclsales nrice 134 900.00 402. Personal 403. 404. 405. Adiustments for nems aid b seller in advance 406. (';",/town taxes 407.Coun taxes 10/15/2004 01/01/2005 408. Assessments 409. Sewer Ad; 10/15 12 31/2004 410. School Tax 10/15/04 06/30/05 411. 412. 420. ffiOSS AMOUNT DUE TO SEILER 500. REDUC1lONS IN AMOUNT DUE TO SEUER: 501. Excess denosit 502. Sett1ement ch.... to seller" 'ne t 400 503. Existing 1oan/s) taken sub'ect to 504. P~ffoflim loan 505. P ffofsecood loan 506. 507. 508. 509. 99.47 61.39 - 756.60 135 817.46 9 516.35 AdiUSbnents for items unnaid by seller 5 10. Citvttown taxes 5 II. Countv taxes 512. Assessments 513. 514. 515. 516. 517. 518. 519. 520. TOTAL REDUC I q5163~ 9/7 .If (" -850889 , , ~. I I I I I 19,516.2= I 600. CASH AT SETILEMENT FROM/fO SELLER 601. Gross amount due to seller lLine 420 602. Less reduction in amount due seller CLine 520) 603. CASH TO SELLER 135 817.~E 9 516.3= 126301.:: SELLER'S STATEMENT The information contained in Blocks E, G, H, and (and on line 401 (CX', if line 40l is asterisked. line 403 and -t04) is important tax information and is being furnished to the Internal Revenue Service (see Seller Certification). If you are required to file a return, a negligence penalty or other sanction wilt be imposed 00 you if this item is required to be reported and the IRS determines that. it has not been reported. You are required to provide the Settlement Agent with your correct taxpayer identification number. If you do nOl provide the Settlement Agent with your correct taxpayer identification number. you may be subject to civil or criminal penalties imposed by law. Under penalties of perjury, l certifY that. the number shown on this stal:ement is my correct taxpayer identification number. (Seller's Signature) Estate of Louise T. Ross form HUD-1 (3186) ref Handbook 4305.2 'e) EASY SOFT. Inc. 2001 Previous editions are obsolete (Sclle(s Signature) Jon F. LaFaver, Executor Page I 1.. SElTLEMENT CHARGES 700. TOTAL SALESlBROKER', COMMISSION b..... oD.rice $ 13 4 900.00 ta 6.000% PAID FROM PAID FROM [ Division of Commission iline 700' as follows: BORROWER'S SEUER'S 701. $ 4 072.00 to The Homestead Greun FUNDS AT FUNDS AT 702. $ 4 022.00 to Prudential Thornnson Wood SITfLEMENT SETTLEMENT 703. Commission naid at. Settlement 8 094.00 704. Transaction Fee to Prudential Thomnson Wood 125.00 800. ITEMS PAYABLE IN CONNECTION WITl1 LOAN 80 I, loan Orie:ination Fee S 802. Loan Discount S 803. Annraisal fee to S250.00 poc bv Lender 804. Credit lO 17.00 POC b" Lender 805. lender's lnsnection Fee g~.Underwritinn Fee to The Washinnton SavinCJS Bank 75.00 807. Tax service fee to BB&T 85.00 808. Flood Cert IGeo Tract 22.00 8~. Document Prenaration Fee to The WashinNton Savin s Bank 295.00 810. Fed Ex Fee 30.00 811. Aonlication Fee to The WashinrTton Savinns Bank 350.00 812. 813. 900. ITEMS REOUIRED BY LENDER TO BE PAID IN ADVANCE 901.lnrerestftom 10/15/2004-1013112004 @ "17.000 ner d",' 289.00 902. Mat2a2e Insurance Premium for 903. Hazard insurance Premium for 1 vear (s to Homesitp Homeowne fS339POC) 904. 905. 1000. RESERVES DEPOSITED WITI1 LENDER 1001. Hazard insul1I1ce 3 month (51 ld S28. 25 ner month 84.75 I 002. Mmga~e insUnllce 1003.0 Taxes 1004. Coun Taxes 9 month s) ta S41. 47 Mer month 37~.23 1005. Annual assessments 1006. School taxes 6 month s \ @ ~91. 02 ner month 546.12 1007. 1008. A!!fZre21ltc Accountinf! Adiustment -521.88 1100. TITLE CHARGES 110 I. Settlement or cIosina fee to 1102. Abscract or title search to Premier Abstract 115.00 1103. litle Examinalion to 1104. litle inslJlWl~ binder to 1105. Dccument to II 06. N"'N fees lO D. Swinert 10.00 1107. sfeeslO {includes line numbers: ""I I IlO8.1ideln~uran~to SAcuritv Title/KML/RPM I 1 031.75 I fincludes line numbers: 1103 1104 .~, I II 09. Lender's co $ 107900.00 LI 10. o-er's cov""",,, $ 134900.00 III L Endorsements 100 300 and Alta B.1 150.00 1112. Insured Closinn Letter to Securitv Title 35.00 LIB. 1200. GOVERNMENT RECORDING AND SFER CHARGES 1201. Recordine: fees: Deed S 41.00 M 60.50 Release ~ 101. 50 1202. Citv/CON taxlstamns: Deed' M......- S 1 349.00 1203. State taxlstam s: Deed $ M;:"-S 1 349. C:: 1204. 1205. 1300. ADDmONAL SElTLEMENT CHARGES 1301. SUI'\e to \302. Pest insDectiop to Interstate Terrni te 35.00 1303. Sewer/Trash Fee to Lower Allen Townshin ~-; ":l::: 1304. Courier Fee to RPM 20.00 1305. 1306. 1400. TOTA ENT CHARCES t"oter on lines 103 Section J and 502 Sa::tion""""iC\ 4 602.47 9 5~".,c CERTIFICi\ ION Ih 1 I ettJk HUD-l Sett1ementStarement and to the best of my knowledge and belief. it is a true and accurate statcmentofaU receipts and d'sburseme~ ~mR1 !f;lor e fro th~ lrlInsaction I further certifY that I received a ~D-I Settlem~t .... I ~,' A...L /J ~ ,IC Seller "-\...... !J)V- Louise T. Ro"fs V- Borrower Ml~an v c , ( S~l1er Jon F. .neHUD.l SettlementSt~m~wh' this transaction. //';/ ; /- / {., ~ Settlement Agent K I:" M. Ledebohm Date WARNING: It is a rime to knowingly make false statements to the United States on this or any other similar form. Penalties upen conviction can include a fine and imprisonment. For details see; Title 18 U.S. Code Section 1001 .lI1d Section 10lO. (t' EASY SOFT. Inc. 200 I Previous editions are obsolete .~ Il~--ICl.. ~O,"", C. Borrower Mileva Jovic c and accurate account of the funds disbursed or to be disbursed by the undersigned as part of the settlement of 10/15/2004 Page 2 form HU[).I (3/86) ref Handbook 4305." 07-25-2005 ROSS 08-12-2004 21 04-0790 CUMBERLAND 101 APPEAL DATE: 09-23-2005 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS _ REv:is47-Ex-AFP-io3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLowANCE-OR--------------- DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX LOUISE T FILE NO. 21 04-0790 ACN 101 BUREAU OF INDIVIDUAL RXE$'.="C:-': INHERITANCE TAX DIVISION '._'./J PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX _A~PRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ,,;r-:~ 1 ... '. ~" ..... 1: ,-:.; > 01 ~.' c.. . DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN I.. ""'~.- . - DAVID H STONE ESQ STONE ET AL .. 414 BRIDGE ST NEW CUMBERLAND PA 17070 ESTATE OF ROSS *' REY-1547 EX AFP (06-05) LOUISE T TAX RETURN WAS: I X) ACCEPTED AS FILED CHANGED DATE 07-25-2005 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Est.t. (Schedul. A) 2. Stocks and Bonds (Schedule 8) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule OJ S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets 11) (2) (3) (4) (5) (6) (7) 134,900.00 50.745.29 .00 .00 54.606.45 .00 8.316.64 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Ad.. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net V.lue of Tax Return 13. Ch.ritable/80ver~ental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Est.t. Subject to Tax (9) (10) 43,348.19 88.66 Ill) (12) (13) (14) NOTE: If an assess.ent was issued previously, lines reflect figures that include the total of Abb ASSESSMENT OF TAX: IS. A.ount of Line 14 at Spousal rate (IS) 16. ~unt of Line 14 taxable .t Lineal/Class A rate (16) 17. AItount of Line 14 at Sibling rat. (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Du. T : NOTE: To insure proper credit to your account, sub.i t the upper portion of this for. with your t.x PllYllent. 248,568.38 43.43;; 81; 205,131.53 5,000.00 200,131. 53 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 X 00 = . 00 X 045 = .00 X 12 = 200,131.53 X 15 = (19)= NUH8ER CD004619 CD005292 INTEREST/PEN PAID 1-) 1,500.00 .00 AHDUNT PAID 28,500.00 19.77 DATE 11-10-2004 05-05-2005 ~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 30,019.73 30,019.73 30,019.77 .04CR .00 .04CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) FIRST AND FINAL ACCOUNT OF Jon F LaFaver Executor For ESTATE OF Louise T. Ross aka Louise Thrush Ross, Deceased Late of the Township of Lower Allen Date of Death: August 12, 2004 August 23, 2004 September 17, 2004 August 12,2004 to September 07,2005 Date of Executor's Appointmnet Date of First Advertising: Accounting for the Period: Social Security Number 205-09-4577 File No. 21-04-0790 David H. Stone, Esquire 414 Bridge Street New Cumberland, P A 17070- (717) 774-7435 Jon F LaFaver 120 Carol Street New Cumberland P A 17070- SUMMARY OF ACCOUNT Page Principal Receipts Net Gain (or Loss) on Sales or Other Dispositions 3 5 Less Disbursements Administration Cost Federal and State Taxes Fees & Commissions Funeral Expenses Miscellaneous Expenses Personal Expenses Selling Costs 6 6 6 6 6 6 6 Balance before Distributions Distribution to Beneficiaries Principal Balance on Hand 7 For Information: Investments Made Changes in Investment Holdings 9 Income Receipts Less Disbursements Balance Before Distributions Distributions to Beneficiaries 12 13 Income Balance on Hand Combined Balance on Hand 9 2 Value as of 09/07/2005 $1,157.75 $28,530.77 $25,096.00 $101.36 $4,658.83 $708.33 $8,598.89 Fiduciary Acquisition Value $ 244,805.79 343.04 245,148.83 68,851.93 176,296.90 176,296.90 0.00 566.88 0.00 566.88 566.88 0.00 0.00 RECEIPTS OF PRINCIPAL Assets Listed in Inventory (Valued as of Date of Death) Cash and Cash Eqnivalents M&T Bank-Checking Acc!. #72694726 $ M&T Bank-Checking Acct. #72694726 - Accrued Intere, PSECU Cerl. of Deposit #S5l PSECU Cerl. of Deposit #S5l - Accrued Interest, PSECU-Cert. of Deposit #S52 P8ECU-Cert. of Deposit #852 - Accrued Interest, PSECU-Savings S I PSECU-Savings S 1 - Accrued Interest, Real Estate Property at 1813 Willow Rd. Camp Hill, Lower Allen Twp., Cumberland County, P A granted and conveyed on May 16, 1958 unto Donald A. Ross and Louise T. Ross, husband and wife. The said Donald A. Ross died July 23, 1993 thus vesting title by operation oflaw in his wife, Louise T. Ross, the decedent. The said property was sold to Milan Jovic and Mileva Jovic, husband and wife on October 12, 2004. Stocks Bonds and Mutual Funds 1,434.4902 Shares American Express-l 1434.488 shs. High Yield Tax Ex 20.3900 Shares American Express-reinv. dividend Tangible Personal Property Ladies diamond and white gold fashion ring, Diamond ring at appraised value by Abercrombie Jewelry Ladies white gold and diamond fashion ring, Ring at appraised value by Abercrombie Jewelry Net proceeds on sale of household goods sold, by ClaudeC. Wolfe & Assoc. on 10-02-04 including 1992 Ford Sedan Personal property at appraised value, including the strand of pearls and matching pearl earrings as mentioned in Item III of will TOTAL INVENTORY 3 15,959.28 0.09 22,601.15 12.56 6,346.81 3.11 434.09 0.11 $ 50,654.78 90.51 950.00 395.00 7,025.25 879.00 Fiduciary Acquisition Value 45,357.20 134,900.00 50,745.29 9,249.25 $ 240,251.74 08/1 2/2004 08/12/2004 08/12/2004 08/1 2/2004 08/12/2004 08/12/2004 04/1 9/2005 RECEIPTS OF PRINCIPAL (Continued) Receipts Subsequent to inventory (Valued When Received) FORWARD US Treasury-refund on decedents 1040 return Donegal Insurance-refund on premium US Treasury-Civil service check The Patriot News CO.-refund PA Treasury Dept.-retirement check received Comcast Cable-refund Leggett Inc.-refund TOTAL RECEIPTS OF PRlNCIPAL 4 $ $ $ $ $ $ $ 1,708.00 324.00 1,096.00 83.90 1,032.26 9.89 300.00 Fiduciary Acquisition Value $240,251.74 4,554.05 $ 244,805.79 GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS Gain Loss 10/11/2004 36.29 Shares American Express-reinv. dividend Net Proceeds $ 161.86 Fiduciary Acquisition Value 161.14 $ 0.72 10/1112004 36.10 Shares American Express-reinv. dividend Net Proceeds 161.10 Fiduciary Acquisition Value 161.82 $ 0.72 10/1112004 11,434.49 Shares American Express-I 1434.488 shs. High Yield Tax Ex Net Proceeds 50,997.82 Fiduciary Acquisition Value 50,654.78 343.04 TOTAL GAINS AND LOSSES $ 343.76 $ 0.72 NET GAIN TRANSFERRED TO SUMMARY $ 343.04 5 DISBURSEMENTS OF PRINCIPAL Administration Cost 09/1512004 UOI-gas services $ 20.68 09115/2004 PA American Water-water services 17.71 09/15/2004 PPL Electric Utilities-electric service 75.86 09/20/2004 UPS Store-shipping items to Lisa and Kim 865.48 10/27/2004 PA American Water-water services 30.10 10/27/2004 PPL Electric Utilities-electric services 39.12 10/29/2004 Verizon-telephone service 17.23 10/29/2004 UOI-gas service 28.79 10/2912004 AT&T-telephone service 24.32 11/05/2004 UOI-gas service 10.86 11/12/2004 PNC Bank-check printing fee 27.60 $ 1,157.75 Federal and State Taxes 11/10/2004 Register of Wills, Agent-5% disc on Inh. Tax 28,500.00 12/08/2004 Bonnie K. Miller, Tax Coll.-real est. taxes 11.00 04/27/2005 Register of Wills, Agent-bal. due on inh. tax 19.77 28,530.77 Fees & Commissions 10/29/2004 Sue McClain-Reimb. on appraisal on rings 90.00 11/11/2004 Claude C. Wolfe & Assoc.-appraisal fee on per prop 150.00 09/0612005 Jon F. LaFaver-Executor's conunission 12,428.00 09/06/2005 David H. Stone-Attorney fees 12,428.00 25,096.00 Funeral Expenses 09/24/2004 Parthemore Funeral Home-funeral expenses 101.36 10 1.36 Miscellaneous Expenses 08/20/2004 Checks not cleared by bank until after death 2,298.38 04/06/2005 Register of Wills-short certificate 4.00 04/27/2005 Register of Wills-filing Inh. Tax Ret. & Inv. 30.00 05/06/2005 Register of WilIs-add'l probate fees 35.00 06/1 0/2005 M&T Bank-Reimb. on social security check 1,096.00 09/06/2005 Reserve for closing expenses 500.00 09/0612005 Register of Wills-filing fee on F&F Account 230.00 09/06/2005 David H. Stone-Reimb. on adv. & probate 465.45 4,658.83 Personal Expenses 09115/2004 James R. Norton, DPM-debt of decedent 51.66 10/29/2004 PSECU-VISA card balance due 37.31 11/11/2004 State Employees Ret. System-Reimb. on Aug 619.36 708.33 Selling Costs 10/18/2004 Settlement costs on sale of property less reimb 8,598.89 8,598.89 TOTAL DISBURSEMENTS OF PRINCIPAL $ 68,851.93 6 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES TO: Bonnie Krieger 09/0612005 PNC Bank-Estate Checking Acc!. #50-03978699 $ 740.85 TO: Denise Martens 09/1 712004 Personal property at appraised value 39.00 09/06/2005 PNC Bank-Estate Checking Acc!. #50-03978699 701.85 740.85 TO: E Douglas McClain 09/0612005 PNC Bank-Estate Checking Acc!. #50-03978699 31,778.28 TO: E Douglas McClain Partial distribution 12/10/2004 PNC Bank-Estate Checking Acct. #50-03978699 10,000.00 TO: Grace Evangelical Lutheran Church 09/06/2005 PNC Bank-Estate Checking Acc!. #50-03978699 5,000.00 TO: Kimberly Ann Skelnik 09/17/2004 Personal property at appraised value 191.00 09/06/2005 PNC Bank-Estate Checking Acct. #50-03978699 106.24 297.24 ($549.85 less postage $443.61) TO: Lisa McClain 09/17/2004 Personal property at appraised value 266.00 09/0612005 PNC Bank-Estate Checking Acc!. #50-03978699 52.98 318.98 ($474.85 less postage $421.87) TO: M Susan McClain Diamond cluster ring to M. Susan McClain in ltem IV of will 09/1712004 Ladies diamond and white gold fashion ring 950.00 Ladies white gold and diamond fashion ring 395.00 1,345.00 TO: Patricia Bailey 09/06/2005 PNC Bank-Estate Checking Acc!. #50-03978699 31,778.28 TO: Patricia Bailey Partial distribution 12/10/2004 PNC Bank-Estate Checking Acc!. #50-03978699 10,000.00 TO: Paula James 09/17/2004 Personal property at appraised value 383.00 09/0612005 PNC Bank-Estate Checking Acc!. #50-03978699 357.85 PNC Bank-Estate Checking Acc!. #50-03978699 73,556.57 74,297.42 7 TO: Paula James Partial distribution 12/1012004 PNC Bank-Estate Checking Acct. #50-03978699 10,000.00 TOTAL DISTRlBUTlONS OF PRINCIPAL TO BENEFICIARIES $ 176,296.90 8 08/24/2004 09/24/2004 15.90 Shares 36.12 Shares PRINCIPAL INVESTMENTS MADE American Express-reinv. dividend American Express-reinv. dividend 9 Fiduciary Investment Value $ 70.63 161.82 08/12/2004 10/11/2004 08/12/2004 08/24/2004 09/24/2004 IO/ll/2004 10/11/2004 08/12/2004 09/1 0/2004 08/12/2004 10/18/2004 08/12/2004 02/09/2005 08/12/2004 02/09/2005 CHANGES IN PRINCIPAL HOLDINGS Fiduciary Investment Value American Express-1l434.488 shs. High Yield Tax Ex 11,434.49 Shares Inventoried at $4.43 each 11,434.49 Shares Sold, carried at $4.43 each No Longer Held $ 50,654.78 -$ 50,654.78 0.00 90.51 70.63 161.14 161.82 322.96 -161.14 161.82 -161.82 0.00 0.09 -1.12 American Express-reinv. dividend 20.39 Shares Inventoried at $4.44 each 15.90 Shares Purchased, valued at $4.44 each 36.29 Shares Carried at 36.12 Shares Purchased, valued at $4.48 each 72.41 Shares Carried at 36.29 Shares Sold, carried at $4.44 each 36.12 Shares Carried at 36.10 Shares Sold, carried at $4.48 each 0.02 Shares No Longer Held M&T Bank-Checking Acct. #72694726 - Accrued Intere Inventoried Value Transfer cash in the amount of $1.21 from M&T Bank-Checking Acct. #72694726 - Accrued Intere to PNC Bank-Estate Checking Acct. #50-03978699 No Longer Held Property at 1813 Willow Rd. Camp Hill Inventoried Value Transfer cash in the amount of $134,900.00 from Property at 1813 Willow Rd. Camp Hill to PNC Bank-Estate Checking Acct. #50-03978699 No Longer Held 0.00 134,900.00 -134,900.00 0.00 PSECU Cert. of Deposit #S51 - Accrued Interest Inventoried Value Transfer cash in the amount of $32.44 from PSECU Cert. of Deposit #S51 - Accrued Interest to PSECU-Savings S I No Longer Held 12.56 -19.88 0.00 PSECU-Cert. of Deposit #S52 - Accrued Interest Inventoried Value Transfer cash in the amount of$8.03 from PSECU-Cert. of Deposit #S52 - Accrued Interest to PSECU-Savings S I No Longer Held 3.11 -4.92 0.00 10 08/12/2004 02/18/2005 CHANGES IN PRINCIPAL HOLDINGS (Continued) P8ECU-8avings 81 - Accrued Interest Inventoried Value Transfer cash in the amount of$0.28 from P8ECU-Savings 81 - Accrued Interest to PNC Bank-Estate Checking Acct. #50-03978699 No Longer Held 11 Fiduciary Investment Value 0.11 -0.17 0.00 RECEIPTS OF INCOME Administration Cost 10111/2004 American Express-I 1434.488 shs. High Yield Tax Ex $ 92.43 08/24/2004 American Express-reinv. dividend 70.63 08/24/2004 American Express-reinv. dividend 161.82 232.45 $ 324.88 Interest Income 09/10/2004 M&T Bank-Checking Acct. #72694726 - Accrued 1.12 Intere 09/30/2004 PSECU Cer!. of Deposit #S51 31.72 10/31/2004 PSECU Cer!. of Deposit #S51 32.86 11/30/2004 PSECU Cer!. of Deposit #S51 31.85 12/31/2004 PSECU Cer!. of Deposit #S51 32.95 01/31/2005 PSECU Cer!. of Deposit #S51 33.00 02/09/2005 PSECU Cer!. of Deposit #S51 8.53 170.91 08/31/2004 PSECU Cer!. of Deposit #S51 - Accrued Interest 19.88 09/30/2004 PSECU-Cer!. of Deposit #S52 8.03 10/31/2004 PSECU-Cert. of Deposit #S52 8.31 I 1/30/2004 PSECU-Cert. of Deposit #S52 8.05 12/31/2004 PSECU-Cert. of Deposit #S52 8.33 01/31/2005 PSECU-Cert. of Deposit #S52 9.74 02/09/2005 PSECU-Cert. of Deposit #S52 2.52 44.98 08/31/2004 PSECU-Cert. of Deposit #S52 - Accrued Interest 4.92 09/30/2004 PSECU-Savings SI 0.02 08/31/2004 PSECU-Savings SI - Accrued Interest 0.17 0.17 242.00 TOTAL RECEIPTS OF INCOME $ 566.88 12 DISTRIBUTIONS OF INCOME TO BENEFICIARIES TO: E Douglas McClain 09/06/2005 PNC Bank-Estate Checking Ace!. #50-03978699 Distribute cash in the amount $ of $141.72 to E Douglas McClain TO: Patricia Bailey 09/06/2005 PNC Bank-Estate Checking Ace!. #50-03978699 Distribute cash in the amount of $141.72 to Patricia Bailey TO: Paula James 09/0612005 PNC Bank-Estate Checking Ace!. #50-03978699 Distribute cash in the amount of$283.44 to Paula James TOTAL DlSTRIBUTIONS OF INCOME 13 141.72 141.72 283.44 $ 566.88 COMMONWEALTH OF PENNSYLVANIA: SS: COUNTY OF CUMBERLAND Jon F. LaFaver, Executor under the Last Will and Testament of Louise T. Ross a/k/a Louise Thrush Ross deceased, hereby declares under oath (penalties of perjury) that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to his knowledge, there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. E ecutor Sworn to and subscribed before me this 7# day of ~ DIIP4'" b6A --;-2005. ~'n1~ Notary Public COMMONWEAlTH OF PENNSYlVANIA NOTARIAL SEAL TINA M. BURKEY, Notary Public New Cumberland Boro, Cumberland Co. My Commission Expires April 15, 2009 JI I' ep\wills\ross.!t\2-Ql LAST WILL AND TESTAMENT OF LOUISE T. ROSS I, LOUISE T. ROSS, of Lower Allen Township, Cumberland County, Pennsylvania, being of sound mind, memory and understa.nding, do hereby make, publish and declare this as and for my Last will and Testament hereby revoking and making void any and all other wills by me at any time heretofore made. ITEM I: I direct that my Executor hereinafter named shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease. ITEM II: I hereby give and bequeath the sum of Five Thousand ($5,000.00) Dollars unto GRACE LUTHERAN CHURCH, in Lower Allen Town- ship, Cumberland County, Pennsylvania. ITEM III: I hereby give and bequeath my strand of pearls and matching pearl earrings to PAULA JAMES. ITEM IV: I hereby give and bequeath my two diamond cluster rings to M. SUSAN McCLAIN. ITEM V: I hereby give and bequeath my handmade afghan to DENISE MARTENS. Page 1 of 5 J .1 ITEM VI: I hereby give and bequeath all of my clothing, jewelry, furniture, household equipment and personal effects unto such of the following named persons as shall survive me: PAULA JAMES, DENISE MARTENS, LISA McCLAIN, KIMBERLY ANN SKILNIK, and BONNIE L. KRIEGER. These items shall be divided among the recipients as equally as possible, in accordance with their agreement, or if they cannot agree, then as my Executor shall decide. ITEM VII: I hereby give, devise and bequeath all the rest, residue and remainder of my estate, whether real, personal or mixed, and wheresoever situate, as follows: A. One-fourth (1/4) unto my nephew, E. DOUGLAS McCLAIN, or if he does not survive me, then unto his issue in equal shares, per stirpes. B. One-half (1/2) unto my niece, PAULA JAMES, or if she if does not survive me, then unto her issue in equal shares, per stirpes. C. One-fourth (1/4) unto my late husband's niece, PATRICIA BAILEY, and if she does not survive me, then unto her issue in equal shares, per stirpes. ITEM VIII: I hereby nominate, constitute and appoint myattor- ney, JON F. LaFAVER, Esquire, as Executor of this my Last Will and Testament. If the said JON F. LaFAVER should predecease me, fail to qualify or cease to act as such then I nominate, constitute and appoint DAVID H. STONE, Esquire, as Executor. ITEM IX: No bond shall be required of any fiduciary acting hereunder. Page 2 of 5 II. ij IN WITNESS WHEREOF, I, LOUISE T. ROSS, the Testatrix, have unto this, my Last Will and Testament, set my hand and seal this j S- -u.. day of rlJ,fl-,.(J , A. D., 2001. ~/rru~J __05. ~ LOUISE T. ROSS (SEAL) SIGNED, SEALED, PUBLISHED and DECLARED by LOUISE T. ROSS, the above named Testatrix, as and for her Last Will and Testament, in the presence of us who have hereunto subscribed our names as witnesses at his request, in the presence of the said Testatrix and of each other. -~O"~, '^ 4, i<AI..~4", t1 W;i,"'~ . Address /'~~ /~ ~. Lk/c.-c/ $ W~t~ Address I COMMONWEALTH OF PENNSYLVANIA: :8S: COUNTY OF CUMBERLAND I, LOUISE T. ROSS, the Testatrix whose name is signed to the at- tached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instru- Page 3 of 5 I ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. . / " \-,l.... "J ,'i) C..., ud..P- .::1. ~_7 / LOUISE T. ROSS Sworn to or affirmed to and acknowledged before me by LOUISE T. ROSS, the Testatrix, this /- ,') day of Ql)r'v/~-^-, _ ,2001. ( {L.-J.~p ,~/\~ Notary Public I NOTARIAL. SEAL . CONSTANCE L KAlil!, Notai}' Public New Cumberland. PA Cumberland Co. My Commission Expires April 13, 200-3 COMMONWEALTH OF PENNSYLVANIA : :Ss: COUNTY OF CUMBERLAND : We, ~-l/) t\tn.~ and k~WJ J2,/Zd-1ftf/ the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw Testatrix sign and execute the instrument as her last will; that Testatrix signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Page 4 of 5 '" will as witnesses; that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. ~~J~;J Witness Sworn to or affirmed ~,I" I--'~ to and acknowledged before me by and ~~(d J S&.R"u/SK'/ witnesses, this I j..- day of Pa:~'/:;; ~~ . Notary Public NOTARIAL SEAL CONSTANCE L KARl!, NotaIy Public New Cumberland, PA Cumberland Co. My Commission Expires April 13, 200.3 Page 5 of 5 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of Louise T. Ross also known as Louise Thrush Ross No.21 04 0790 , Deceased Date of Death 8/12/2004 Social Security No. 205-09-4577 Personal Representative(s) of the above Estate, deceased. verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death. and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. l!We verify that the statements made in this inventory are true and correct. l!We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representati Name of Attorney: David H. Stone, Esquire 1.0. No.: #39785 Jon F LaFaver Address: 414 Brid(Je Street New Cumberland Telephone: 717-774-7435 Dated 120 Carol Street New Cumberland 17070- t./ -)q-6~ PA 17070 Description American Express-dividend on 11,434.488 shs. High Yield Tax Ex Value 90.51 American Express-11,434.488 shs. High Yield Tax Ex @ $4.43 each 50,654.78 Ladies diamond and white gold fashion ring Diamond ring at appraised value by Abercrombie Jewelry 950.00 Ladies white gold and diamond fashion ring Ring at appraised value by Abercrombie Jewelry 395.00 M&T Bank-Checking Accl. #72694726 15,959.28 M&T Bank-Checking Accl. #72@94726AccruEjcf)fI.%rest 0.09 Total 1'1 .1 (Attach Additional Sheets if necessh,y) . , " I ; 240,251.74 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures shduld-notbe extended into the total of the Inventory. RW-4 Continuation of Inventory Louise T. Ross 21 04 0790 Paqe 1 Description of Inventory Description Personal property at appraised value including the pearl necklace and matching pearl earrings as mentioned in Item III of will Value 879.00 Net proceeds on sale of household goods sold by Claude C. Wolfe & Assoc. on 10-02-04 including 1992 Ford Sedan 7,025.25 Property at 1813 Willow Rd. Camp Hill Lower Allen Twp., Cumberland County, PA granted and conveyed on May 16,1958 unto Donald A. Ross and Louise T. Ross, husband and wife. The said Donald A. Ross died July 23, 1993 thus vesting title by operation of law in his wife, Louise T. Ross, the decedent. The said property was sold to Milan Jovic and Mileva Jovic, husband and wife on October 12,2004. 134,900.00 PSECU Cerl. of Deposit #S51 - Accrued Interest 12.56 PSECU Cerl. of Deposit #851 22,601.15 PSECU-Cerl. of Deposit #S52 - Accrued Interest 3.11 PSECU-Cerl. of Deposit #S52 6,346.81 PSECU-Savings S1 434.09 PSECU-Savings S1 - Accrued Interest 0.11 Subtotal $ 172,202.08 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16,1929), P. L.1784 STATE OF PENNSYLVANIA : 55. COUNTY OF CUMBERLAND : Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: SEPTEMBER 17,24, OCTOBER 1,2004 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Ross. Louise T., a/k/a Louise Thrush Ross, dec'd. SWORN TO AND SUBSCRIBED before me this 1 day of OCTOBER 2004 Late of Lower Allen Township. Executor: Jon F. LaFaver, 120 Car- ol Street. New Cumberland, PA 17070. Attorneys: David H. Stone. Es- quire. Stone LaFaver & Sheklet- ski, 414 Bridge St., P.O. Box E, New Cumberland, PA 17070. NO EAL LOIS E. SNYDER, Notary Public Carlisle Boro, Cumbertand County My Commission Expires March 5, 2005 THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Joseph A. Dennison, being duly sworn according to law, deposes and says: That he is the Assistant Controller of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place ofbnsiness at 812 to 818 Market Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot- News and The Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Metro editions which appeared on the 14th, 21st and 28th day(s) of September 2004. That neither he nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "MOO, Volume 14, Page 317. PUBLICATION COpy ~NilIices(w~ cribed before me NOTARIAl SEAl Terry l. Russell, Nota 01\' of Horrlsburg. Dau . MV Commission Expires June 6, 2qQt) Y PUBLIC Momhr, p.nn"I..nl.A..o<I'IW9~!!ion expires June 6, 2006 STONE, LAFA VER & SHEKLETSKl 414 BRIDGE STREET P.O. BOX E NEW CUMBERLAND, PA. 17070 Statement of Advertising Costs To THE PATRIOT-NEWS CO. For publishing the notice or publication attached hereto on the above stated dates 115.45 Publisher's Receipt for Advertising Cost The Patriot News Co., publisher of The Patriot-News and The Sunday Patriot-News, newspapers of general circulation, hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. By.................................................................... est\fta\rossf&fnot IN RE: ESTATE OF LOUISE T. ROSS A/K/A LOUISE THRUSH ROSS LATE OF THE TOWNSHIP OF LOWER ALLEN, CUMBERLAND COUNTY, PENNSYLVANIA, DEC. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-04-0790 NOTICE OF FILING ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION NOTICE IS HEREBY GIVEN THAT Jon F. LaFaver, Executor of the Last Will and Testament of Louise T. Ross a/k/a Louise Thrush Ross, deceased, has this date filed his First and Final Account and State- ment of Proposed Distribution in the above captioned Estate in the Office of the Register of Wills in and for Cumberland County, Pennsyl- vania, at Carlisle, PA 17013, where the same are filed as public records and may be inspected. Enclosed herewith are copies of the Inventory, First and Final Account and Statement of Proposed Distribution as filed, together with copies of the will. YOU are further notified that any exceptions or objections to said account or statement must be filed in writing at the Office of the Register of Wills aforesaid prior to the confirmation of said account scheduled as set forth below. UNLESS written exceptions or objections are filed prior thereto, said account and statement will be presented to the above captioned Court in Court Room No. 1 of the Cumberland County Courthouse, Carlisle, Pennsylvania, at 9:30 A.M., prevailing time on Tuesday, October 11, 2005, at which time said account will be confirmed and distribution ordered in accordance with the Statement of Pro osed Distribution. ulre DATE OF NOTICE: q-f - 0':;- "" ,--'.' '. :J (..J1 (/J :-'"1 -'0 NOTICES TO: I co -:'.1 i"" ~.; I r) ~~) '.=fJ (_---:J ,',-'\ j C::J . .C~ , "1 '.-I-j t-:-; .rn ~:~2 1. Grace Lutheran Church, 1610 Carlisle Rd., Camp Hill, PA,17011 !'" 2. Paula James, 6706-B Terrace way, Harrisburg, PA 17111 3. M. Susan McClain, 1809 Intervail Drive, Austin, TX 78746 4. Denise Martens, 305 Chelsea Way, Redwood City, CA 94061 5. Lisa McClain, 6305 Randolf Drive, Boise, ID 83709 6. Kimberly Ann Skilnik, 14042 Sahuaro Drive, Scottsdale, AZ 85259 7. Bonnie L. Krieger, 105 Hickory Road, Carlisle, PA 17013 8. E. Douglas McClain, 1809 Intervail Drive, Austin, TX 78746 9. patricia Bailey, 104 Thomas Place, Sinking Spring, PA 19608 , ;;,j~oby oorttiy t,'1at written notice of the filing of ih!$ Account. end of the date, time and place tihlll1l!1e same will be presented to the Court for confim1atloo and of the Iaet day 10 ftle written objectloos to said Account. has been given to ~very unpaid claimant and \0 every 0Ihet person known to the aooountant to have Of claim an ;nt!ll'~t in the estate all creditor. beneficiary. ""If or next of kin. I:n 6 ,. .: ,. "" "1 ~0,",1-I >i > H . :>:1 C'l A )> :::rJ t"'" 0 :>:1 . ig ~ ~ '" i ;: :j ~ ~ '" >-'l :>:1 0 '" N~~!;3 ~ CD ~ m >- '" ~ ., ~~~~< lj jtrJEtz1 >- (J -< )> ~ t:1 !;3"'''' 0,", n '" en r ~~"1 .,c-.Ot:1O ,. en 0 l:l -l ~ & f(l ",0'" Iq q "'t:1H qg;r;; 0", :>:1 ,,;0 , >-'l g; ......, "'"3 (")1--3 I;; ~ ): 0 tJ') tJ> l:I:,.;;] '0 0 ... -.' ~ ~ .= i:: t-' Ot:1SO ~ ::t t.rJ ...... bd ,. fgi><lo 1-I::j"1 C ~ ~ . q '"' ",:;;-"1 <:l n ~ >-'l n ~ ~ 0 1-1 0 en t-' g 0 S t-'o 1-1 '" Ii z Oq 0"'0 >-'l ql-l ~ ~z H", iZ'" en", >-'l ;:1t-' , ~~ 1-10 >"1 .~.~ 0'"' ;:-.;:: ;;, ," ..'If ~ 0:; . · ~"''',~;''''''~ ' Ill'I:IJ ~ ~!fltJz' ~ jl'flf!l' J il'l i'~jf mlNlil !ilff' Ii:! iii" ,., '" S" I 0 ~ :!J >. i .~~ ~.' ~. :~ -. :-~ fr .~ ,,/.:. , i1~r!l1)y e.mlly 1hat written notice of the flUng of mls Accounl, end of the dale, time and place .>11'111\ !l1e ~ will be pteeented to the Court jOt m!l\~ ii'iilll'! ih..,~ \1iIlY Ill!!!~ writlen f'lIlI'cllOl\D to!llllli ~.:ll!llI ~ w-na ilV8IY unQatd clcoiim.lnt ii\tl: IQ <NMI olImr l/9"~l\ kllOwn to the aocountnnt 10 have or cialm IIn 'l'\\ll\'Mt in the est81e all >::redifor. rry, "eir or next of ktn, ( , v [IJ .., o !'i > .1'l , g:: )> :u t-4 "" A ..., S;; >- "" -J M ~ ~ m 0 (IJ >- ~ ;;g ~ 5 < e g ~ ;; ~ ~ n <n ,- AI ~~~~fp ,,'" , ~R!;~UJ ,.. -I ~ p tJ: ~ € ~ ~ z /:"'1 ttI .., $ :::; "I '" >: '"J H ~ '" ., '" ~ '" o ~ & ;:;~... "'t:>H >-l fi,: e:: t-' "" :.- c: n ., n H 0 ~ ~ ., >-li>:1M f;Jo", c::~;;! iZ:.-t;J "- ~:>:o rn;:-~ '" t-' t-'o oc: C:H H", gjM >-l ~ ;:> ~: ~! · "D'- o ~ ~i -(') C Ii Il"!o..~;-+-- V'_c.:.;:+-- to I>> (1 :;- g ., ""'-,: $' ;:! !"--' t:: u' ~ ! c. ;<J\ --" :;:, ;: ;;" ) --l:, ,-,) ~. $. ; ,,',;1: "", ", "',"'- , ,~, "" ","~ '" Ii, : i!i;J!lf ~ ' l!sj1Jz,~j, ~1'flfRI,1 ',' j II Sllz' Il1Idm ..~ f~i~ilfi~! lT~~?f2~1~ .4; - ~ ,; - .' - '-:: -_Ii:' .-- . ~25:~ . 0 c :2 ~""O..... ;:.: ~ 0 - '- ;;~o;;:: "" :::r~:J ~ 'Q. r, "'0- W,'t Ii> =- on~ _::7(;3 :r~{l)$ $.o.c. ~~ t'\( "-7 - ~ " ~On . ~~, ",~M: ..... '" F: ! I :.-, ~8~( J ~ '-'; C p;; ("') ~ .....>-3 ' <0 0 o t:1 ~~ H.., <:: "'r H. , '" . H "" o tl<Il 0,: z. 0,:' VJ , t:il ~i H. :.-. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Louise T. Ross a/k/a Louise Thrush Ross Date of Death: August 12, 2004 Will No. 21-04-0790 To the Register: 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 . Yes --X- State whether administration of the estate is complete: No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes X No (b) The separate Orphans' Court No. (if any) for the personal representative's account is: N/A (c) Did the personal representative state an account informally to the parties in interest? Yes____ No (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. (,' 2 -,q"'U~ Date: David tone 414 Bridge treet New Cumberland, PA 17070 717-774-7435 Capacity: Personal Representative X Counsel for Personal Representative S \ : G. 'J L \ , ( ::J . \~ ~