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Home My WebLink About03-1027PETITION FOR PROBATE and GRANT OF LETTERS Estate of Merriel E. Colio also known as To: Register of Wills for the 6~Deceased'z County of Cumberland in the Social SeCUrity No.. 1 65-1 0-24 ~ommonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(x), who is/a~:18 years of age or older an the execut, or named in the last will of the above decedent, dated January 1 2, 2000 (state reJeva~t circumstances~ e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 1 Lonqsdorf Wav #33, South Middletown Township., PA 17013 (list street, number and muncipality) Decendent, then 88 y, ears of age, died November 25 , l~X 20.0,3 at Cumberland Crosslnqs, 1 Lonqsdorf Way, 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: 'no ne Decendent at death ow,ed 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: 975,000.00 WHEREFORE, petitioner00 respectfully request{s) the probate of the last will presented herewith and the grant of letters, testamentary theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) Lloyd G. Colio~ .... 4406 Hulborn Avenue Annandalet VA 22003 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND f SS The petitioner(x) 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(~ and that as personal represen- tative(~) of the above decedent petitioner(~ will well and/t~uly~fi~ster the estate according to law. ,Swoorn to .o.r a,ff~med and subscribed c , /~-/~ /~L~ ~ oex~qre me th~s /~-~,7-,6' day of I L~'oyd G'~ -Col~o/ ~'r. ~' i'~-.I,~ ~ - /~9 I~-~A~/ff-l'~~ter [ ~2 Estate of ~z~L ~ 0._ot_~ o , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated described therein be admitted to probate and f'ded of record as the last will of and Letters ~ _~-r-~rne are hereby granted to L/.~t.~ ~- (.~[!~ ~(,~ in consideration of the petition on FEES Probate. Letters, Etc .......... $~~ 'Short (~ertificates() .......... $ t._~-~. ~ c, Renunciation ................ $ TOTAL __ ~ Filed' ./~.~-,-,. d.~.5';. ~.~ .0~. .............. Richard L. Placey 07232 3631 N~orrr~c~r'i~s~' ~'rN~gt Harrisburg, PA 17110-1533 (717)236-9577 PHO~ t 105.805 REV 9/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the Stare Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 9898.475 No. Local Registrar NOV 2, 6 2003 Date Merriel E. COMMONWEALTH OF: PENNSYLVANIA , DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH 88 : Cumberland Homemaker /''Female l" 165 -- 10 -- 2162 J,.Nov. 25, 2~3 k. . I * . [;o, ...... march, 17 ~leton ~rland Crossings Ret C~ ,.-~.~o~ ..... · .... ~ug ,T..ma,. mm ~ ,~.~ ~,~ South 1 Longsdorf Way ~33 ,ES,~KE --- ,~rlisle, PA 17013 '~) ,,.~ C~rland ~? ~.~ ,,. ~chi~ld R. Ha~n ,,. Bertha ~bs ~ ~uchelle C. ~iraglia J~. 124 Con~uinet Rd. ~mp Hill, PA 17011 ,'~ . 2~3 ~,,~Yorkto~e. Creation ~,,. York, PA ~- --~' ~~--=~ m,~sM . - ' , .~x= t~. hanover s~. ~liSle, PA 170]3 ~ ~'~'~'"' I ..... I°~"°~"c~"~ .... o.,. ~.o I~s c*~.~*~..~o ~.~ ~...~. I d~m¢~'~: -- : I J I~ I~" ~ ~-- u l I I LAST WILL J, ND TESTAMENT OF MERRIEL E. COLIO I, MERRIEL E. COLIO, now of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and hereby revoke all prior Wills and Codicils made by me. ITEM I. I dkect that all of my just debts and fianeral expenses, including the cost of my gravemarker, if any, shall be paid for fi:om my residuary estate as soon as practical after my decease as an administrative expense of my estate. ITEM II. I give and devise all of my estate of every nature and wherever situate, in equal shares, share and share alike, to my children, MERRIEL-JO GEORG, RAUCHELLE C. SMIRAGLIA and LLOYD G. COLIO, JR., or their respective issue, per stirpes. Should any of my children predecease me and not be survived by issue, I give and devise his or her share in equal shares to my surviving children, or their issue, per stirpes. ITEM III. If any income or principal shall be payable to any person who shall be under the age of twenty-five (25) or who shall be incapacitated for any reason, my personal representative, as trustee, shall hold such income and principal and shall apply such income and principal to the health, maintenance, support and education of such person until age twenty-five (25) or during incapacity, without the appointment of any guardian or committee or any authority of court, and shall Merriel E. Colio be entitled to make direct application hereunder or to make application by payment thereof to the parent or other person in charge of such person, or to his or her guardian or to a custodian under the Uniform Transfers to Minors Act, or to the person. Any remaining income and principal to which such person shall be entitled shall be paid and distributed to such person upon attaining age twenty-five (25) or termination of incapacity. ITEM IV. ! appoint my son, LLOYD G. COLIO, JR., Executor of this my Last Will and Testament. Should he fail to qualify or cease to act in such capacity, I then appoint my daughters, MERRIEL-JO GEORG and RAUCHELLE C. SMIRAGLIA, Contingent Co-Executrices of this my Last Will and Testament. No bond shall be required by my personal representative(s) in any jurisdiction. ITEM V. In addition to the powers given by law to my personal representative(s) and trustee(s) [hereinafter fiduciaries] in the administration of my estate and of any trust(s) created herein, they shall have the following discretionary powers applicable to all real and personal property held by them, including property held for minors, effective without court order until actual distribution. A. To retain any property owned by me at my death and to invest any funds held by them in any stocks, bonds, notes or other securities or property, real or personal, including common trust funds, mutual funds and money market deposit accounts operated or offered by my corporate trustee, if any, or any affiliate of it. B. To sell or otherwise dispose of any property, real or personal, at any time forming a part of my estate or the trust estate, for cash or upon credit, in such manner and on such terms as they see fit, and no one dealing with the fiduciaries shall be bound to see to the application of any monies paid. Meh'iel-E~--Qo~io 2 C. To manage, operate, repair, improve, mortgage or lease for any term [even if beyond the duration of the trust(s)] any real estate at any time held or owned by them as fiduciaries. D. To hold investments in the name of a nominee and exercise and dispose of warrants. E. To engage in litigation and compromise, arbitrate or abandon claims and property. F. To conduct any business in which I am engaged or in which I have an interest at the time of my death for such period as the fiduciaries deem advisable, with the power to borrow money and to pledge the assets of the business and to do all other acts which I, in my lifetime, could have done, or to delegate such powers to a partner, manager or employee without liability for any loss occurring therein. G. To allocate items of receipt or disbursement between principal and income as the fiduciaries deem equitable regardless of the character given such items by law; to distribute in cash or kind or partly in each at valuations fixed by the fiduciaries. H. To borrow money, including the right to borrow from any corporate trustee, if any, and to mortgage or pledge as security or to hold its own stock if a corporate trustee. I. To join in any merger, reorganization, voting trust plan or other concerted action of security holders, and to delegate discretionary duties with respect thereto. J. Should the principal of any trust herein provided for be or become too small in trustee's opinion so as to make establishment or continuance of the trust inadvisable, my trustee(s) may make immediate distribution of the then remaining principal and any accumulated or undistributed income outfight to the person or persons and in the proportion they are then entitled to income. Upon such termination, the rights of all beneficiary(ies) who might otherwise have an interest as succeeding income Merfiel E. Colio 3 beneficiary(ies) or in remainder shall cease. K. In general, to exercise all powers in the management of the assets of my estate or the trust estate which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as the fiduciaries may deem best, and to execute and deliver all instruments and to do all acts which the fiduciaries may deem necessary or proper to carry out the purposes of this will or any trust(s) created herein. L. To apply income or principal to which any beneficiary is entitled, directly for his or her comfort, maintenance and support, should the fiduciaries deem such beneficiary incapable of receiving the same by reason of age, illness, infirmity or incapacity, or to pay the same to such person or persons as the fiduciaries select to disburse it, whose receipt shall be a complete acquittance therefore without the intervention of any guardian. M. To assume continuance of the status of any beneficiary with reference to death, marriage, divorce, illness, incapacity or other change in the absence of information deemed reliable without liability for disbursements made on such assumptions. N. All principal and income shall, until actual distribution to any beneficiary, be free of the debts, contracts, alienations and anticipations of any beneficiary, and the same may not be liable for any levy, attachment, execution or sequestration while in the hands of any beneficiary, and the same may not be liable for any levy, attachment, execution or sequestration while in the hands of any fiduciaries. WHEREOF, I have hereunto set my hand and seal this / ~,~ d~ay WITNESS Merfiel~. Co]io ' 4 presencean ' the es feach The preceding instrument, consisting of this and four other typewritten pages, identified by the signature of the testatrix, as on the day and date thereof signed, published and declared by Merdel E. Colio, the testatrix therein named, as and for her last Will, in the presence of us, who, at her request, in her other, subscribed our names as witnesses hereto. ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA: 'SS. COUNTY OF DAUPHIN · I, MERRIEL E. COLIO, testatrix 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. MerrY-el }~. C°lio Swo~r affirmed to and acknowledged before me, by Merriel E. Colio, testatrix, this /~4h dayof N/OQbtO~ ,elijah.-.~OOB tary Public My Commission l~xpires: NOTARIAL SEAL ! HOLLY S. KIRK, Notary Public AFFIDAVIT [ Harrisburg, Dauphin County IMy Commission Exoires Feb. 15, 2003 COMMONWEALTH OF PENNSYLVANIA: 'SS. COUNTY OF DAUPHIN · We, ~ 61q~trc~ J.. ?/~CL/} ~r~C/ ~ dr~ ~. ~t~U~ ~ua~i~he~ witnesses whose names are signed to the a~ach~ or foregoing instrument, being duly according to law, do depose and say that we were present and saw testatrix sign and execute the instrument as her last Will; that she signed willingly and that she executed it as her free and volunm~ act for the pu~oses therein expressed; that each of us in the hearing and sight of the testatrix signed the Will as witnesses; and that to the best of our~edge ~ ~(~ was at that time 18 or more years of age, of sound mind and under noir ~fl i~e. Sworn to and subscribed before me this /2h day offs / ~ Noi~ PublicNOTARiA[ S~AL ' ~ HOLLY S. KIRK, Notary Public My Commission Ex're~arrisburg, Dauphin County ~MY ~6mmission Expires Feb. ~5, 2903 LAST WILL AND TESTAMENT OF MERRIEL ~E. COLIO Richard L. Placey, Esquire LAW OFFICES Front Street HARRISBURG, PENNS¥~VAI~IA 1~108o0099 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Administration No.: Merriel E. Colio November 25, 2003 2003-01027 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was given to the following beneficiaries set forth on the attached list on December 18, 2003. Notice has now been given to all persons entitled thereto un~er Rule 5;6..(~ (Rich~~' 151ace~uire ~ "A'~orney for the Estate 3631 North Front Street Harrisburg, PA 17110 (717)236-9577 Date: December 18, 2003 ESTATE OF MERRIEL E. COLIO NOTICE GIVEN TO: Merriel-Jo Georg 8303 Briar Creek Drive Annandale, VA 22003 Rauchelle C. Smiraglia 124 Conodoguinet Avenue Camp Hill, PA 17011 Lloyd G. Colio, Jr. 4406 Hulbom Avenue Annandale, VA 22003 RICHARD L. PLACEY PLACEY & WRIGHT A"ITORNEYS AT LAW 363 I NORTH FRONT STREET HARRISBURG, PENNSYLVANIA 17110-1533 (717) 236-9577 FAX (717) :~36-0843 February23,2004 WILLIAM K. WRIGHT (Ig43~1999) Register of Wills CUMBERLAND COUNTY COURTHOUSE One Courthouse Square Carlisle, PA 17013 Dear Madam/Sir: Estate of Merriel E. Colio Estate No. 21-03-1027 Please issue your receipt for the same and mail it to the undersigned in the enclosed, stamped, addressed envelope. Thank you. RLP:hsk Enclosures Very truly yours, Enclosed herewith please find check in the amount of Forty-Five Thousand ($45,000.00) Dollars in payment on account of Pennsylvania inheritance tax for the estate of the above- captioned decedent. PLACEY & WRIGHT ATTOR N EYS AT LAW 5631 NORTH FRONT STREET HARRISBURG, PENNSYLVANIA 1711(~1S33 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 i?0i3+33~2 02 i,,,111,,,tii ...... Ii,,l'i;,,l),,,li,i,i .... 3MMO~NWEALTH OF PENNSYLVANIA _ EPARTMENT 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 003596 PLACEY RICHARD L ESQ 3631 NORTH FRONT STREET HARRISBURG, PA 17110-1533 ESTATE INFORMATION: SSN: 165-10-2162 FILE NUMBER: 2103- 1027 DECEDENT NAME: COLIO MERRIEL E DATE OF PAYMENT: 02/24/2004 POSTMARK DATE: 02/23/2004 COUNTY: CUMBERLAND DATE OF DEATH: 1 1/25/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $45,000.00 ;REMARKS' SEAL TOTAL AMOUNT PAID: RECD LLOYD G COLIO, JR FROM PLACEY & WRIGHT CHECK//1003 INITIALS' GFS RECEIVED BY: $45,000.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128q)601 ~oo REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 _ 03 DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) COLIO, Merriel E. DATE Of DEATH (MM-DO-YEAR) '[ DATE OF BIRTH (MM-DD~Y~AR) 11/2512003 ~03/17/1915 {IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRS~ AND MIDDLE INITIAL) n/a ~2. Supplemental Return J~4a. Fulure Interest Compromise (date of death allm 12.12.82} [~7. Decedenl Maintained a Living Trust (Altech ~)py of Tn=I) SOCIALSECURITYNUMBER ~]10. Spousei Poverty Credit ma~e ol dealh belween ~2-31-91 ar~ 1 1-95) 1027 NUMBER 165-10-2162 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS [~1. Original Retain ~-~4. Limited Estate []6. Decedent Died Testate tAIlach copy of Wll) J---~ 9. Litigalion Proceeds Received SOCIALSECURITYNUMBER I~l5. Federal Estate Tax Return Required -- 8. Total Number of Safe Deposit Boxes I~11. Election to tax under Sec. 9113(A) IAt~ach SCh O) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: COMPLETE MAILING ADDRESS 3631 North Front Street Harrisburg, PA 17110-1533 1,024,384.8~ !~ ~;~ ~i ~ 00~ : 0.00: 57,387.95 r-. O.0O ,: ~ CCI 0.00 (8) 46,111.59 1,227.75 NAME Richard L. Placey, Esquire FIRM NAME Placey & Wright TELEPHONE NUMBER (717) 236-9577 (11) 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Seie-Propdetorchip (3) 4. Mortgages & Rotes Receivable (Schedule D) (4) 5. Cash. Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6 Jointly Owned Property (Schedule F) (6) [~ Separale Billi~ Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (g) 10. Debts of Decedent, Modgage Liabilities, & Liens (Schedule I) (10) 11~ Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 1,081,772.82 47,339.34 1,034,433.48 0.00 1,034,433.48 0.00 46,549.51 0.00 0.00 46,549.51 13. Charitable and Governmental Bequests/Sec 9113 T~usts for which an election to tax has not been mede (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (12) (13) (14) SEE INSTRUCTIONS ON REVERSE SlOE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) . x .0 (15) 16. Amount of Line 14 taxable at lineal rate 1,034,433.48 x .0 45 (16) 17 Amount of Line 14 taxable at sibling rate x .12 {17) 18. Amount of Line 14 taxable at collateral rats x .15 (18) 19. Tax Due (19) > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < REV-1503 EX+ (6-98~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF COLIO, Merriel E. SCHEDULE B STOCKS & BONDS FILE NUMBER 2t-03-1027 All property Jointly.owned with Hght of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2. 3. 4. Smith Barney Citigroup Account 724-07418-14-205 (see letter and valuation attached) J.B. Hanauer&Co. Account LPP 032717 (see letter attached) Fidelity Investments Account 2BC-898708 (see letter attached) SBC Communications, lnc. 46.464 shares common stock Hi-23.48; Lo-22.95 = 23.215 per share (See statement and valuation attached) 971,100.47 10,267.00 41,938.74 1,078.66 TOTAL (Also enter on line 2, Recapitulatior $ 1,024,384.87 (if more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPll 280601 HARRISBURG, PA 17128-0601 I-- Z ILl LU X REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) COLIO, Merriel E. DATE OF DEATH (MM-DD-YEAR) ~ (MM-DD-YEAR) 11/25/2003 03/17/1915 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) n/a FILE NUMBER 21 _ 03 [~2. Supplemental Return ~]7. Decedent Maintained a Living Trust (At. ch copy of T~0 SOCIAL SECURITY NUMBER 1 O27 NUMBER []4. Limited Estate J'~9. Litigation Proceeds Received 165-10-2162 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [~5. Federal Estate Tax Return Required -- 8. Total Number of Safe Deposil Boxes [~]11. Election to tax under Sec. 9113(At i^ttac~ sch o) THIS SECTION MUST BE COMPLE't t=u. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAIUNG ADDRESS Richard L. Placey, Esquire 3631 North Front Street FIRM NAME (ir App~aUe) Placey & Wright ~ Harrisburg, PA 17110-1533 TELEPHONE NUMBER 1 (717) 236-9577 I 024 384 8~ ~ o.o~ 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Modgages & Notes Receivable (Schedule D) (4) 5 Cash, Bank Deposits & Miscellaneous Personal Propedy (5) (Schedule E) 6. Jointly Owned Propedy (Schedule F) {6) E~ Seporata Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administra)ive Costs {Schedule H) (9} 10. Debts of Decedent, Modgage Liabilities, & Liens (Schedule l) (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 1o tax has not been made ISchedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 57,387.9~; ' 0.00 46,111.59 1,227.75 (11) (12) (13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 91f6 (a)(1.2) x .0 {15) 16. Amount of Line 14 taxable at lineal rate 1,034,433.48 x .o 45 (16) 1,081,772.82 47,339.34 1 ,O34,433.48 0.00 1,034,433.48 0.00 46,549.51 0.00 0.00 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 46,549.51 x .12 (17) x .15 (fSi 19. Tax Due (19) · > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: 1 Longsdorf Way c TYcarlisle I STATEpA Tax Payments and Credits: 1. Tax Due (Page 1 Line tg) 2. Credits/Payments 0.00 A. Spousal Poverty Credit B. Prior Payments 45,000.O0 C. Oiscount 2,327.48 3. Intarest/Penalty if applicable 0.00 D. Interest E. Penalty 0.00 if Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. ]f 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. (t) Total Credits ( A + B + C ) {2) Total Interest/Penalty ( D + E ) (3) (4) (5) (SA) (5B) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT 46,549.51 47,327.48 0.00 777.97 0.00 0.00 0.00 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 properly transferred; .................................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ........................................... [] [] C. retain a revemionary interest; or ........................................................................................................................ [] [] d. receive the promise for life of either payments, benefits or care? .................................................................... [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........................................................................................................... [] [] 3. Did decedenl own an "in trust for" or payable upon death bank account or secudty at his or her death? ............[] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE O AND FILE IT AS PART OF THE RETURN. Lloyd G. Cello, Jr., Executor, c/o Placey & Wright, 3631 N. Front Street, Harrisburg, PA 17110-1533 For dates of death on or alter July 1, '1094 and befdie January 1, '1905, the ta× rate imposed on the net value of transfers to or tot the use ol the surviving spouse is 5% 172 P.S. §gr'16 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 Ihe surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The stab~te does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and tiling a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July I, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §91'~6(a)(1)1. The tax rate imposed on the net value of transfers to or for the use of the decedenrs siblings is 12% [72 RS. §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. REV-1503 EX+ (6-98~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF COLIO, Merriel E. SCHEDULE B STOCKS & BONDS FILE NUMBER 21-03-1027 All property jointly-owned w~th dght of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2. 3. 4. Smith Bamey Citigroup Account 724-07418-14-205 (see letter and valuation attached) J.B. Hanauer & Co. Account LPP 032717 (see letter attached) Fidelity Investments Account 2BC-898708 (see letter attached) SBC Communications, Inc. 46.464 sharos common stock Hi-23.48; Lo-22.95 = 23.215 per share (See statement and valuation attached) 971,100.47 10,267.00 41,936.74 1,078.66 TOTAL (Also enter on line 2, Recapi~ulatior $ 1,024,384.87 (If more space is needed, insert additional sheets of ttie same size) SMITHBARNEY_ c t gmup"F February 19, 2004 Attn: Richard L. Placey, Esquire Placey & Wright 3631 North Front Street Harrisburg, PA 17110-1533 Re: Merriel E. Colio Estate Dear Attorney Placey: We have completed opening the estate account for Men/el E. Colio in our system and we have transferred the assets from her individual account numbered 724-07418-14-205 to the estate account numbered 724-09269-10-205. We will check the individual account periodically to transfer any trailing dividends to the estate account. Attached is a schedule of information requested for the date of death valuation of the account. The total valuation as of November 25, 2004 was $971,100.47. Please contact us with any questions regarding this valuation. Lloyd Colio indicated that the estate will need a check in the amount of $46,000.00 by February 25th and Marshall Ney has liquidated enough securities to provide those funds. Those liquidations will settle on February 20th and we will forward a check to your office on that date. Please call us at 717-780-1743 (Marshall) or 717-780-1735 (Bill) if you have any questions. Sincerely, Bill Barton Sales Assistant for Marshall A. Ney, Vice President - Investments Judith A. Walker, Financial Consultant CitigroupGlobalMarketslnc. llNorth3rdStreet, 2ndFloor Harrisburg, PA 17101 Te17177801700 Fax T17 233 2090 Toll-free 800 2371700 Security Equities: BellSouth Corp ChevronTexaco Corp. Dominion Resources Inc. VA New Dow Chemical Co. Medco Health Sol. Inc. Merck & Co. Inc. NCR Corp New NSTAR PPL Corp Qwest Comm. Intl. SBC Communications Verizon Comm. Wyeth Exxon Mobil Corp Fixed Income: Latrobe PA Indl Dev Authority CGLE Pittsburgh PA Urban Redevelopment Auth. Other Investments SB Pennsylvania Portfolio Cl B UTS Penn INSD Muni Incm TR#97M BlackRock PA Tax Free Income Dreyfus Premier State Muni Bond Cash/equivalents SB Money market Smybol/CUSIP Quantity Price High Low BLS 300 25.995 26.34 25.65 CVX 940 74.35 74.81 73.89 D 766 60.685 60.86 60.51 DOW 654 37.25 37.5 37.00 MHS 303 35.815 36.03 35.60 MRK 2,516 41.475 42.01 40.94 NCR 19 34.285 34.72 33.85 NST 200 47.525 47.68 47.37 PPL 650 40.80 40.90 40.70 Q 209 3.51 3.56 3.46 SBC 2,331 23.215 23.48 22.95 VZ 722 32.715 33.08 32.35 WYE 3,768 38.145 38.74 37.75 XOM 2,112 35.705 35.95 35.46 518331AP80B0 25,000 194.397 104.397 104.397 725299YX30B0 10,000 100.23 100.23 100.23 SBPAB 1,909.326 13.13 13.13 70884B380006 20 193.97 193.97 CPAIX 13,420.055 10.8 10.8 20.208 10.8 10.8 PPABX 27.696 16.05 16.05 9,714.396 16.05 16.05 6,493.68 1.00 193.97 Market Value 11-25-03 7,798.50 69,889.00 46,484.71 24,361.50 10,851.94 104,351.10 651.41 9,505.00 26,520.00 733.59 54,114.16 23,620.23 143,730.36 75,408.96 26,099.25 10,023.00 25,069.43 3,879.40 144,936.53 218.24 444.52 155,915.96 6,493.68 Total Value 11-15-03 971,100.47 CO 1818 Market S~'cet Suite 3740 · Philadelphia, Pennsylvania 19103 _JBHanauer & Serving Your Investment Needs Since 1931 Philadelphia (215) 751-9000 Toll Free U.S.A.(800) 964-3339 Fax(215) 9724148 30 December 2003 Richard L. Placey Placey & Wright 3631 North Front Street Harrisburg PA 17110-1533 RE: LPP 032717 - Merriel E. Colio Dear Mr. Placey The following documentation is required to transfer the above referenced account into an Estate account: · 1 Notarized Affidavit of Domicile. (enclosed) · 1 W-9 (enclosed) · ! Letter of Testamentary (short certificate) dated within 60 days. · Letter of instruction from the executor detailing distribution of monies and securities and authorizinQ .lB Hanauer tQ _fete_lye instructions from your firm. · ! Fiduciary Certification of Investment Power signed by the executor. (enclosed) Upon receipt of the documents, the account will be transferred as instructed. In addition the account held 10M Lehigh Cnty PA bonds, 5.50% 02/15/2027, cusip 524808AY8. The date of death value for this issue was @ $102.671, totaling $10,267.00. if you have any questions, please do not hesitate to contact either Neii Einsbruch or myself. Very truly yo~urs,/~ Vice Pr~'~ n~ enclosures wwwjbhanauer.eo~ Other Branches: ~ Parsippany, New Jersey · Tamps Florida · Hallandale Beach, Florida · West P~mBeach, Florida Fidelity ~ Investments, December 26, 2003 Placey & Wright Attorneys at Law Attn: Richard L Placey, Esq 3631 N Front St Harrisburg PA 17110-1533 Dear Mr. Placey: We are responding to your request for information about Martial E. Colio's account with Fidelity. The table below lists the account holdings and values as of November 25, 2003. Fidelity account 2BC-898708: MERRIEL E COLIO - INDIVIDUAL I Seeurit~ Deseripti°n I CUS'P I q"ant'~ ] ~n'tVulue } Marke*Valuet Fidelity Overseas 316343102 1,433.803 $29.25 $41,938.74 Total Value $41,938.74 We hope this information is helpful. For questions concerning account holdings or instructions on how to transfer the ownership of the accounts, please call our Inheritor Services Group at 800-544-0003 between 9:00 A.M. and 5:30 P.M. Eastern time Monday through Friday or visit our website at www.fidelit3,.com. Sincerely, Fidelity Investments Our file: W012371-22DEC03 Brokerage Services provided by Fidelity Brokerage Services LLC, Member NYSE, SIPC Clearing, custody, and settlement services by National Financial Services LLC, Member NYSE, SIPC One Destiny Way, Westlake, Texas 76262 SHAREHOLDERS OF SBC COMMUNICATIONS INC. IMPORTANT TAX DOCUMENT ENCLOSFn 3936 2003111124 95226 I,,,III,.III,..,II.II,I,,,MI..I.I,,II,II,.,,,III,I.I MERRIEL E COLIn 1 LONGSDORF WAY #33 CARUSLE PA 17013-7623 Uncertificated Share Account SBC Communications Inc. c/o EquiServe Trust Company, N.A. P. O. Box 43078 Providence, RI 02940-3078 If you have any questions regarding your account, please call: 1-800-351-7221, Outside the U.S. Call: 816-843-4280. Internet: http://www.equiserve.com E-Mail: sbc@equiserve.com Issue# Account# Stock Symbol 3936 3504-54312 SBC SA VE THIS STATEMENT FOR TAX PURPOSE; Year-To-Date Investment Summary Total Holdings and Market Value Dale Description Fees and/or Price per T* ;ommissions($) Net Dollar Amount(S) Share(S) Transaction Shares Uncertlficated Sha 01~)1/200: Balance Forward 44.001 44.0( 02/03/2003 Common Dividend Reinvestment 0.59 11.29 24,819 0.45-~ 44.4{ 05/01/2003 Common Dividend Reinvestment 0,63 11.93 23.374 0.510 44.9( 05/01/2003 One-time Dividend 2.2.c. 23.374 0.0951 45.0( 08/01/2003 Common Dividend Reinvestmenl 0.64 12.09 23.732 0.509 45.57 08/01/2003 One-time Dividend 4,51 23.732 0,190 45.7E 11/03/2003 Common Dividend Reinvestmenl 0.65 12.28 23.918 0.513 ~ 11/03/2003 Additional Dividend 4.58 23.918 0.191 secu~'ity I Certificated Shares COMMON STOCK Messages (As of the close of business on 11/20/2003 Uncert~icated Shares I Total Shares Price per Share($~ Market Va~ue($) 46.464 46.464 22.930 ~ 1,065.42 SBC DECLARES A QUARTERLY DIVIDEND AND AN ADDITIONAL DIVIDEND The Board of Directors of SBC Communications Inc. has declared a quarterly dividend of 28.25 cents a share and an additional dividend of 10 cents a share. The combined dividend of 38.25 cents per share is payable November 3, 2003, to shareowners of record as of the close of business on October 10, 2003. Dividends are typically paid February 1, May 1, August 1 and November 1. In each case, the decision to pay a dividend and the determination of the amount of a dividend is made by the Board of Directors in its sole discretion. Transaction Request-Em'm , Issue4t: 3936 Account~: 3504-54312 1 LO ' ~ MERRIEL E COMO shares JSignatum(s) for issuance or sale and/or Optional Investment Sell this number of uncer~ificated shares Shares are sold thru EquiSen/e's DlrectSERVICE Investment Program. For ln;ormation on how lo sell shares and applicable tees contact EquiServe at 1-800-351-7221 To reinvest dividends, you must hold a t lea st one cer~ficated or un~er~ficated share Othen~ise, any fractional share you hold will be sold when you sell al your whole shares. 03936 03504 54312 19 change of address. All joint owners must sign Names must be signed exactly as shown on this statement (Pa,'tner/Of/icer/Trustee must sign as Partner/Offlcer/Truslee.) ,qBC: Historical Prices for SBC COMMS ~ Yahoo! Finance Page 1 of 2 FINANCE Welcome, Guest [_Siqn In] Quotes & Info Finance Home - My Yahoo! - '~ Friday, January 9, 2004, 8:45am ET - U.S. Harkets open in 45 minutes. To track stocks & m Enter Symbol(s): SBC Communications Inc (SBC) · FREE trpdes for 5 weeks · Co_mmand center screen · $7 Trades Onlige_ · Just $500 to Open! Symbol Lookup I Finance Searct At $:mFM ET: 27.59 0.00 (0. :lick Here · O~n an account · Get Fre(~ Trad_e~ f_or a_i~!o~nth Historical Prices SET DATE RANGE Start Date: Nov 25 2003 Eg. Jan 1, 2003 End Date: Nov 25 2003 PRICES Date 25-Now03 I Get Prices I Get Historical Prices for: .o Daily , *: Weekly Monthly Dividends Only First I Prey I Next I Last Open High Low Close Volume Adj Close* 23.02 23.48 22.95 23.46 10,488,000 23.19 * Close price adjusted for dividends and splits. First I Prev] Next r Last .... Download To S_preadsheet ADVERTISEMENT Book flight+hotel To; http://finance.yahoo.com/q/hp?s=SBC&a: 10&b=25&c=2003&d= 10&e=25&f_-2003&g=d 1/9/2004 REV-1508 EX+ (6-98) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF COLIO, Merriel E. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-03-1027 Include the proceeds of litigation and the date the proceeds were received by the estate, All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2. 3. 4. United Healthcare (AARP) - medical reimbursements United Healthcare (AARP) - refund policy cancellation U.S. Treasup/- 2003 1040 income tax refund Cumberland Crossings - payable when individual living unit occupied by decadent is resold by Cumberland Crossings. It is anticipated that payment will not be received unl~12005. Accordingly, the balance due is $61,210.27 is discounted by 10% for payment delay. (61,210.27 x .10 = 6,121.03; 61,210.27 - 6 121.03 = 55,089.24) (See statement attached) Miscellaneous Pemonal Effects 518.40 652.00 1,128.31 55,089.24 0.00 TOTAL (Also enter on line 5, Recapitulation) S 57,387.95 more space is needed, insert adrtitional sheets of the same size) CUMBERLAND CROSSINGS I LONGSDORF WAY CARLISLE PA 17013- ACCOUNTS RECEIVABLE STATEMENT Statement Date: 11/30/2003 Balance Due: (61,210.27) MERRIEL COLIO c/o RAUCHELLE C SMIRAGLIA 124 CONODOGUINET AVE CAMP HILL PA 17011 Account Number: AL000026 Balance Forward: (64,648.27) 11/01/2003 - 11/30/2003 R&B Private Pay Monthly 30.00 3,420.00 (61,228.27) 1110412003-1110412003 Barber/Beauty Chargeable 1.00 18.00 (61,210.27) TOTAL: 3,438,00 0.00 (6t,2t0.27) CUMBERLAND CROSSINGS: MERRIEL COLIO AL000026 REV-1511 EX+ (12-~9) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT c OF MERRIEL E. COLIO SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-03-1027 ITEM NUMBEI A. 1. 5. 6. 7. Debts of decedent must be reported on Schedule DESCRIPTION FUNERAL EXPENSES: Hoffman-Roth Funeral Home - batance due on prepaid funeral Lloyd G. Colio, Jr. - reimbursement post-funeral meal ADMINISTRATIVE COSTS: Personal Representative's Commissions NameofPersonalRepresenta(ive(s) Lloyd O. Colio, Jr. Social Secudty Number(s)/EIN Number of Personal Representative(s) Street Address 4406 Hulborn Avenue Cdy Annandale State VA Zip 22003 Year(s) Commission Paidl 2004/2005 Family Exemption: (if decedent's address is not the same as claimant's, at{ach explanation) Street Address Ciiy State . Zip Relationship of Claimant to Decedent Probate Fees Tax Return Preparer's Fees Fulton Bank - estate check order fee Cumberland Law Journal - estate advertising Patriot-News Company - estate advertising Cumberland County Register of Wills - short certii~cates Reserve for future costs, taxes and expenses AMOUNT 107.83 254.31 30,000.00 12,500.00 0.00 555.00 0.00 0.00 17.50 75.00 95.95 6.00 2,500.00 TOTAL (Also enter on line 9, Recapitulation) $ 46,111.59 (If more space is needed, insert additional sheets of the same size) REVo1512 EX+ (12~3) COMMONWEALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF COLIO, Merriel E. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIAB LITIES, & LIENS FILE NUMBER 21-03-1027 Repod debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medicat expenses. ITEM NUMBER 2. 3. 4. DESCRIPTION P&G Master Retirement Trust - reimb. 12/03 and 01/04 direct deposit benefits Lloyd G. Colio, Jr. - reimb. PA Department of Revenue - 2003 PA40 Uoyd G. Colio, Jr. - reimb. U.S, Treasury. 2003 1040 West Shorn EMS-BLS VALUE AT DATE OF DEATH 402.54 129.00 569.00 127.21 TOTAL (Also enter on line 10. Recapitulation) $ 1,227.75 (ff more space is needed, insert additional sheets of the same size) RESIDENT DECEDENT ERTATE OF COLK Merriei E. NUMBEF 1. 2. 3. SCHEDULE J BENEFICIARIES FILE NUMBER 21~03-1027 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (12)] MerrieI-Jo Georg, 8303 Briar Creek Drive, Annandale, VA 22003 Rauchelle C. Smimglia, 124 Conodoguinet Avenue, Camp Hill, PA 17011 Lloyd G. Colic, Jr., 4406 Hulbom Avenue, Annandale, VA 22003 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Daughter Daughter Son AMOUNT OR SHARE OF ESTATE One-Third Residue One-Third Residue One-Third Residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX iS NOT BEING MADE 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIRUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 mom space is needed, inse~l additional sheets of the same size} LAST WILL AND TESTAMENT OF MERRIEL E. COLIO I, MERRIEL E. COLIO, now of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and hereby revoke all prior Wills and Codicils made by me. ITEM I. I direct that all of my just debts and funeral expenses, including the cost of my gravemarker, if any, shall be paid for fi.om my residuary estate as soon as practical a!ter my decease as an administrative expense of my estate. ITEM lI. I give and devise all of my estate of every nature and wherever situate, in equal shares, share and share alike, to my children, MERRIEL-JO GEORG, RAUCHELLE C. SMIRAGLIA and LLOYD G. COLIO, JR., or their respective issue, per stirpes. Should any ofmy children predecease me and not be survived by issue, I give and devise his or her share in equal shares to my surviving children, or their issue, per stirpes. ITEM III. If anY income or principal shall be payable to any person who shall be under the age of twenty-five (25) or who shall be incapacitated for any reason, my personal representative, as trustee, shall hold such income and principal and shall apply such income and principal to the health, maintenance, support and education of such person until age twenty-five (25) or during incapacity, without the appointment of any guardian or committee or any authority of court, and shall Me'el E. Colio be entitled to make direct application hereunder or to make application by payment thereof to the parent or other person in charge of such person, or to his or her guardian or to a custodian under the Uniform Transfers to Minors Act, or to the person. Any remaining income and principal to which such person shall be entitled shall be paid and distributed to such person upon attaining age twenty-five (25) or termination of incapacity. ITEM IV. I appoint my son, LLOYD G. COLIO, JR., Executor of this my Last Will and Testament. Should he fail to qualify or cease to act in such capacity, I then appoint my daughters, MERRIEL-JO GEORG and RAUCHELLE C. SMIRAGLIA, Contingent Co-Executrices of this my Last Will and Testament. No bond shall be required by my personal representative(s) in any jurisdiction. ITEM V. In addition to the powers given by law to my personal representative(s) and trustee(s) [hereinafter fiduciaries] in the administration of my estate and of any trust(s) created herein, they shall have the following discretionary powers applicable to all real and personal property held by them, including property held for minors, effective without court order until actual distribution. A. To retain any property owned by me at my death and to invest any funds held by them in any stocks, bonds, notes or other securities or property, real or personal, including common trust funds, mutual funds and money market deposit accounts operated or offered by my corporate trustee, if any, or any affiliate of it. B. To sell or otherwise dispose of any property, real or personal, at any time forming a part of my estate or the trust estate, for cash or upon credit, in such manner and on such terms as they see fit, and no one dealing with the fiduciaries shall be bound to see to the application of any monies paid. Melxiel E. Colio C. To manage, operate, repair, improve, mortgage or lease for any term [even if beyond the duration of the trust(s)] any real estate at any time held or owned by them as fiduciaries. D. To hold investments in the name ora nominee and exercise and dispose of warrants. E. To engage in litigation and compromise, arbitrate or abandon claims and property. F. To conduct any business in which I am engaged or in which I have an interest at the time of my death for such period as the fiduciaries deem advisable, with the power to borrow money and to pledge the assets of the business and to do ail other acts which I, in my lifetime, could have done, or to delegate such powers to a panner, manager or employee without liability for any loss occurring therein. G. To allocate items of receipt or disbursement between principal and income as the fiduciaries deem equitable regardless of the character given such items by law; to distribute in cash or kind or partly in each at valuations fixed by the fiduciaries. H. To borrow money, including the right to borrow from any corporate trustee, if any, and to mortgage or pledge as security or to hold its own stock ifa corporate trustee. I. To join in any merger, reorganization, voting trust plan or other concerted action of security holders, and to delegate discretionary duties with respect thereto. J. Should the principal of any trust herein provided for be or become too small in tmstee's opinion so as to make establishment or continuance of the trust inadvisable, my trustee(s) may make immediate distribution of the then remaining principal and any accumulated or undistributed income outfight to the person or pemons and in the proportion they are then entitled to income. Upon such termination, the rights of all beneficiary(ies) who might otherwise have an interest as succeeding income Merri~ 1~. -Colio beneficiary(ies) or in remainder shall cease. K. In general, to exercise all powers in the management of the assets of my estate or the trust estate which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as the fiduciaries may deem best, and to execute and deliver all instruments and to do all acts which the fiduciaries may deem necessary or proper to cany out the purposes of this will or any trust(s) created herein. L. To apply income or principal to which any beneficiary is entitled, directly for his or her comfort, maintenance and support, should the fiduciaries deem such beneficiary incapable of receiving the same by reason of age, illness, infirmity or incapacity, or to pay the same to such person or persons as the fiduciaries select to disburse it, whose receipt shall be a complete acquittance therefore without the intervention of any guardian. M. To assume continuance of the status of any beneficiary with reference to death, marriage, divorce, illness, incapacity or other change in the absence of information deemed reliable without liability for disbursements made on such assumptions. N. All principal and income shall, until actual distribution to any beneficiary, be free of the debts, contracts, alienations and anticipations of any beneficiary, and the same may not be liable for any levy, attachment, execution or sequestration while in the hands of any beneficiary, and the same may not be liable for any levy, attachment, execution or sequestration while in the hands of any fiduciaries. IN WITNESS WHEREOF, I have hereunto set my hand and seal this / ,~}, d~ay Merriel~E. Colio 4 The preceding instrument, consisting of this and four other typewritten pages, identified by the signature of the testatrix, as on the day and date thereof signed, published and declared by Merriel E. Colio, the testatrix therein named, as and for her last Will, in the presence of us, who, at her request, in her subscribed our names as witnesses hereto. 5 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA: :SS. COUNTY OF DAUPHIN : I, MERRIEL E. COLIn, testatrix 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. Merri-ei E~ Colin Swo~q-~r affirmed to and of ~/0 Pyro ~ acknowledged,::t~g&.before...~ 0 o~3me' by Merriel E. Colin, testatrix, this day I NStary Public My Commission AFFIDAVIT lldxPires: NOTARIAL SEAL HOLLY S, KIRK, Nota[y Public Hardsburg, Dauphin County y Commission Exoires Feb_:..15, 2003 COMMONWEALTH OF PENNSYLVANIA: : SS. COUNTY OF DAUPHIN : witnesses whose names are signed to the attached or foregoing instrument, being duly 4'ualified according to law, do depose and say that we were present and saw testatrix sign and execute the instrument as her last Will; that she 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 Will as witnesses; and that to the best of our~edge t~ te~l~trj~ was at that time 18 or more years of age, of sound mind and under~u~ in~e. Sworn to and subscribed before me this /'~ day of~D / J NotaJ'y PublicNOTARlaL SEal ~ HOLLY S. KIRK, Notary Public My Commission Exl:dres~arrisburo, Dauphin County [ My (;~mmissinn Expires Feb. 15, 2003 BUREAU OF 'rNDzV'rDUAL TAXES INHERTTANCE TAX DTVTSZON DEPT. 280601 HARRTSBURG, PA 17118-0601 CONNONWEALTH OF PENNSYLVANZA DEPARTNENT OF REVENUE NOT/CE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX RE¥-15¢i? EX AFP C01-03) RTCHARD L PLACE¥ ESI~ PLACEY & WRTGHT $~$1 N FRONT ST HB6 17110 DATE 10-25-Z00q ESTATE OF COLIO DATE OF DEATH 11-15-Z003 FILE NUHBER 21 03-1027 COUNTY CUNBERLAND ACN 101 Amoun~ Rem/~ed HERRIEL E HAKE CHECK PAYABLE AND RENZT PAYHENT TO: REGZSTER OF WZLLS CUHBERLAND CO COURT HOUSE CARLTSLE, PA 17013 CUT ALONG THZS LZNE ~ RETAZN LOWER PORTZON FOR YOUR RECORDS *~ REV-15q7 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSENENT, ALLOWANCE OR DZSALLOWANCE OF DEDUCTZONS AND ASSESSNENT OF TAX ESTATE OF COLZO NERRZEL E FI:LE NO. 21 03-1027 ACN 101 DATE lO-Z5-ZOOq TAX RETURN NAS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVAT'rON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORZGZNAL RETURN 1. Real Es~a~e (Schedule A) 2. S*ocks end Bonds (Schedule B) $. Closely Held S~ock/Par*nership /n~eres~ (Schedule C) q. Mor~gages/No~as Receivable (Schedule D) E. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) 6. Jointly Owned Proper~y (Schedule F) 7. Transfers (Schedule G) 8. To'al Asse~s APPROVED DEDUCTZONS AND EXENPT/ONS: 9. Funeral Expanses/Ada. Costs/Misc. Expanses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule Z) 11. Tote1 Daduciions Ne~ Value of Tax Re~urn (1) .00 (:,) 1102~/38~.87 ($) .00 .00 (5) 571387.95 (6) .00 (7) .00 (9) (8) q6,111.59 (10) 1~227.75 {11} (12) 15. lq. NOTE: NOTE: To insure proper cradi~ ~o your account, submi~ ~he upper por~ion of ~his form wi~h your ~ax payment. 1,081,772.82 ~7.33g.3~ 1,03~,q33.48 Chari~abla/Govarneen~al Baquas:ts; Non-elected 9113 Trusts (Schedule J) (15] Na~ Value of Es~a~e Subjec~ ~co Tax (lq) ;f an assesseent was issued previously, lines lq, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. (15) .00 x O0 = (16) 1,03q,q33.q8 x Oq5= (17) .00 x 12 = (:].8) . O0 x 15 = (19)= ASSESSHENT OF TAX: 15. Amoun~ of Line lq a~ Spousal ra~e 16. Amoun~ of Line lq ~axable a~ Lineal/Class A ra~e 17. Aeoun~ of Line 1~ a~ Sibling ra~e 18. Aeoun~ of Line 1~ ~axabla a~ Collateral/Class B ra~e 19. Princi)al Tax Due TAX CREDZTS PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER ZNTEREST/PEN PAZD (-} 0Z-Z3-Z00q CD005596 Z,317.q8 AMOUNT PAZD ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. q5,000.O0 .00 1,03q,q33.q8 18 and 19 will .00 q6,5q9.51 .00 .00 46,5q9.51 TOTAL TAX CREDZT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE q7,327.q8 777.97CR .00 777.97CR ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT 1S REQUZRED. IF TOTAL DUE /S REFLECTED AS A "CRED/T" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE S/DE OF TH/S FORM FOR /NSTRUCT/ONS.} RESERVATION: PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADHIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 1981 -- if any futura interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decadent after the expiration of any estate for life or for years, the Coemonaeelth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class 8 (collateral) rate on any such future interest. To fulfill the requirements of Section Z1~0 of the Inheritance and Estate Tax Act, Act Z~ of ZOO0. (71 P.S. Section 91~0). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed an the reverse side. --Hake check or money order payable to: REGISTER OF NILES, AGENT A refund of a tax credit, mhich ams not requested on the Tax Return, may be requested by completing an "'Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at the Office of the Register of Hills, any of the Z3 Revenue District Offices, or by calling the special Z~-hour ansNering service far forms ordering: 1-800-562-1050; services for taxpayers aith special hearing and / or speaking needs: 1-800-q~7-3010 (TT only). Any party in interest not satisfied ~ith the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as sheen on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 181021, Harrisburg, PA 17118-1011, 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 writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 180601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (51) discount of the tax paid is alloNed. The 1SI 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 end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you Nould 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 deIinquent before January 1, 1981 bear interest at the rata of six (61) percent par annum calculated at a daily rate of .00016~. A11 taxes ahich became delinquent on and after January I, 1981 ail1 bear interest at a rate Nhich mil! vary from calendar year to calendar year eith that rate announced by the PA Department of Revenue. The applicable interest rates for 1981 through Z00~ ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1'~ 20X .D005~8 '~'~'/~'8-1991 111 .000301 ~ 9X .0002~7 1985 162 .000~8 1992 91 .0002~7 2002 61 .00016~ 198q 111 .000301 1993-199~ 71 .000192 ZOO3 5~ .000137 1985 1~Z .000356 1995-1998 91 .0002~7 200~ qX .000110 1986 102 .00017~ 1999 71 .000191 1987 101 .00017~ ZOO0 71 .000191 --Interest is calculated XNTEREST= BALANCE OF as foXXoas: TAX UNPAXD X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent eilI reflect an interest calculation to fifteen (15) days beyond the date of tho assessment. Zf payment is made after the interest computation date shown on the Notice, additional interest must be calcuIated. BUREAU OF ZNDTVZDUAL TAXES TNHERTTAHCE TAX DZVISTON DEPT. 280601 HARRTSBURG,, PA 171Z8-0601 COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMZNATZON AND ASSESSMENT OF PENNSYLVANZA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN RICHARD L PLACEY ESQ '04 i.~ -1 i')/.~ PLACEY & NRI6HT $6~! N FRONT ST ~ : HB6 PA ~ ~0 DATE lO-Z5-200q ESTATE OF COLIO DATE OF DEATH 11-Z5-ZO05 FZLE NUMBER 21 05-1027 COUNTY CUMBERLAND ACM 201 Amount Remitted MERRIEL E MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF NTLLS CUMBERLAND CO COURT HOUSE CARLTSLE, PA 17015 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE I~ RETA'rN LONER PORTZON FOR YOUR FZLES ~ REV-483 EX AFP (01-03) az NOTZCE OF DETERMZNATZON AND ASSESSMENT OF PENNSYLVANZA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN az ESTATE OF COLI'O MERRTEL E FILE N0.21 0:5-1027 ACN 201 DATE 10-25-200q ESTATE TAX DETERMZNATZON 1. Credit For State Death Taxes as Verified Z. Pennsylvan/a Inher/tance Tax Assessed (Exclud/ng D/scount and/or Interest) $. Znher/tance Tax Assessed by Other States or Terr/tor/es of the Un/ted States (Excluding D/scount and/or Interest) q. Tote! Inher/tance Tax Assessed 5. Pennsylvan/a Estate Tax Due TAX CREDITS: qq~222.05 .00 qq~222.0~ .00 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID ~ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT I .00 BALANCE OF TAX DUEl .00 ZNTEREST AND PEN. .00 TOTAL DUE .00 {ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT 'rs REI~UZRED ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT" (CA),, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THZS FORM FOR ZNSTRUCTZONS.) PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: PENALTY: INTEREST: To fulfill the requirements of Section 21~0 (b) of the Inheritance and Estate Tax Act, Act 13 of ZOOO. (72 P.S. Section 91qO). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. -- Make check or money order payable to: REGISTER OF NZLLS, AGENT. A refund of a tax credit 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 of Hills, any of the 13 Revenue District Offices or from the Department's Iq-hour answering service for forms ordering: 1-800-361-1050; services for taxpayers with special hearing and / or speaking needs: 1-800-qqT-3010 (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. 181021, Harrisburg, PA 17lIB-lOll, --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, Dept. 180601, Harrisburg, PA 17118-0601, Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decadent~ (REV-la01) for an explanation of administratively correctable errors. The 151 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 end of the tax amnesty 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. For dates of death on or after 10-3-91, Pennsylvania Estate Tax based on the Federal Estate Tax return becomes delinquent at the expiration of nine (09) months from the date of death. Department of Revenue. For dates of death prior to 10-3-91, Pennsylvania Estate Tax based on the Federal Estate Tax return becomes delinquent at the expiration of eighteen (18) months from the date of death. Taxes which became delinquent before January 1, 1981 bear interest at the rata of six (61) percent par annum calculatad at a daily rate of .OOO16~. AIl taxes which became delinquent on or after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA The applicable interest rates for 198Z through ZO0~ are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 19BI ZOZ .0005~8 1988-1991 1XZ .000301 2001 91 .O00Zq7 1983 161 .000q38 1991 9Z .0001~7 ZOOZ 6Z .00016~ 198~ XlZ .OOO301 1993-199~ 7Z .O0019Z Z003 SZ .000137 1985 132 .000356 1995-1998 92 .O00Zq7 ZOOq ~2 .000110 1986 101 .O00Z7q 1999 72 .O00lYZ 1986 lOX .00027~ ZOO0 BZ .000219 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPATD X NUHBER OF DAYS DELINQUENT X DALLY TNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (1S) days beyond the data of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES TNHERZTANCE TAX DZYTSZnN PO BOX 280601 HARRT'::SURG, PA 171Z8-0601 CONNONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT REV-16U7 EX RFP (D9-04) RICHARD L PLACEY ESQ PLACEY & WRIGHT 5651 N FRONT ST HB~ c~ PA 17110 ~ ~n-cs DATE 11-29-200~ ESTATE OF COLIO DATE OF DEATH 11-25-2005 FILE NUHBER 21 05-1027 COUNTY CUHBERLAND ACN 101 HERRIEL E HAKE CHECK PAYABLE AND RENZT PAYHENT TO: REGISTER OF WILLS uj.-~**..~ CUNIIERLAND CO COURT HOUSE · ~ ..~,q~ CARLISLE, PA 17015 E: ~'"~ ' credi~ ~:o your accoun~c, submi~ ~he upper portion of ~;his fore wi~:h your ~:ax payment. C~-~O"~H2S k.~.-..~ .... ~TAZN LOWER PORTION FOR YOUR RECORDS ~ ESTATE OF COLIO NERRIEL E FILE NO. 21 03-1027 ACN 101 DATE 11-29-200~ THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH IN THE NAHED ESTATE. SHO~/N BELOt/ IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 10-18-200~ PRINCIPAL TAX DUE: ...................................................................................... PAYHENTS (TAX CREDITS): ~6,5~9.51 PAYHENT RECEIPT DISCOUNT (+) DATE NUHBER INTEREST/PEN PAID C-) AHOUNT PAID 0Z-23-200~ 11-10-2004 CD005596 REFUND Z,$27.~8 .00 q5,000.O0 777.97- IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" TOTAL TAX CREDIT q6,549.51 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU MAY BE DUE A REFUND. SEE REVERSE STDE OF THIS FORH FOR INSTRUCTIONS. ! Li COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION.. . . . .. PO BOX Z8060l HARRISBURG PA 171Z8-0601 REV-15' EX AFP 112-14) 03-14-2005 COLIO 11-25-2003 21 03-1027 CUMBERLAND 202 MERRIEL E RICHARD\L PLACEY ESQ PLACEY & WRIGHT 3631 N FRONT ST HBG PA 17110 Allount RelliUed MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ RE-V:;36--Ex-1rFP--(oi~-02)-----.-.-No-ffcE--oF--DETifRMiN1rfio-N-AN-D-AS-SESS-MENY----------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF COLIO MERRIEL E FILE NO.21 03-1027 ACN 202 DATE 03-14-2005 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 17,816.14 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 44,222.03 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 44.222.03 5. Pennsylvania Estate Tax Due .00 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return .00 7. Additional Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~~~ PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE EST A TE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: Merriel E. Colio Date of Death: December 1 5, 2003 Will No.: 2003-01027 Admin. No.: 21-03-1027 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes x 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 No X B. The separate Orphans' Court No. (if any) for the personal representative's account IS: c.. Did the personal representative state an account informally to the parties in interest? Yes X No D. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Cou and m~y A~ this report. ~~ i -,~/,,.- " ,/' .. ""~ Date: 8/1/05 u - tf) C;>:.U, LII C") - EF'" CL c; c:"~', : C"") !.o,' - I (MAH.#tlAM3)(C; c":;" '::..,1 - ; (......it,. otI:e,:",: ! .\. Lr~ C}'~ ';::-',:.' t;:;...~, C--. Richard L. Placey Name (Please type or print) 3631 North Front street Harrisburg, PA 17110-1533 Address (717) 236-9577 Telephone No. Capacity: Personal Representative X R.W. .27 Counsel for Personal Representative D JA