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Home My WebLink About03-0416 Estate of. K. ~"A/':C~ sr, -~ also known as _ /C/jI-/7Yl'Z,lI;,/ ?I///>Jft.l d. 5/,~ No. To: , Deceased. Social Security No. ~? - ao; - /2..02- Register of Wills for the./ J County of t':'"L.--. ~-, ~ in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who i~e-bR years of age or older an the execut4!--/ .x e-> in the last will of the above ~~t, dated 7(/-'V~ / and codicil(s) dated A',/4- named ,~/ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Oecendent was domiciled at death in Cu ;yJ 6....r/~-d.... h LY' last family' or principal residence at . r ~'l /~r-4-_ . { ~ (list street, number and muncipality) Oecenden} th~ _8 ~ _ years 9f age, died . /?7 ~ .?- ~.3 , .."J at CC//?'orP" ~/~~.r"'~~ r /Zc.n~a~""""""''''-7i; O~f''&L . ~/J Except as follows, decedent did not marry, was not divorced and did not have child born or adopfed after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: .-'V/".4 Oecendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: _ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters r es r/T-~ ~-r/?-4:.-7 (testamentary; administration c.La.; administration d.b.n.c.l.a.) theron. '" " u c '" ]3 '" ... e<::'" c -00 c.;:: ~.= ~'" "'0... ,,'- ~o '" c Oil Vi ~-'~,,,,. ~ C/~/L.~IVa: ~. S'~e4ae-A- ~~~t:-~S~ /ZL e-L.t' 15u7 _ r:'4 '/P5C/ a ~ . d-' ~. J3 -R-R.-----/ /'.J L' c... ~ ~ . B CC--3fl!-5 ',:J.. S (2~L~ ~ 7'32--;YI - ~C' 1 'pA-/~l~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH O~PE./NNSYLVANIA I s~ COUNTY OJ<' _('~~ /9-N.( J :s The petitioner(s) above-named--swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed { before me this _ /t6 T,.-v day of ~of~::;2:; g:!^ / ~ ~:; 'nJ?",~"Registe ~fJ?: /"/-/,y'/-.;::L.-- , ~ "C/.l/3n.L-erJe- - ~;;f~ /9--t--~ ~ L., a &~~S - .-- V) 0<;' :::s I:l ... ~ ~ S. ~/~~~~ No. 02/-0..5'- Y/b Estate of ~ 0/N/P~ S'r- /' ~Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW /?/~7" /? .w~ in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated --7l4""-' L. J.. . ~ / described therein be admitted to probate and filed of record as the last will of K. ~,./V t p~.L) 5/'> "/T and Letters ~ r~ r1']~ ~;z,'7 are hereby granted to 4- t..-I cG L. C/r~~c~er B ~~~ fr;../.L "71. ..s # C-7r~/L.. FEES Filed $ I ~LX:> .00 $ ~ ".,= $ $ /60.0 TOTAL _ $ ~$.oo /?24f/'/.~ . . : .~~. . . . . . . . . . . . . Probate, Letters, Etc. ......... X'-;-JF1<z.es Short Certificates( ).......... Renunciation ................ SJ-rLP ;(#__~ /ft7 O'/~ /..ox rJ:7",~ . Ife.~ste! of Wi~ ,,1lU,A Wlc-~~:...... s:7 J) ~"","'e-c:....5 ATTORNEY (Sup. Ct. I.D. No.)~ 2-?-?-$ S- -?- Cj.,. /7/ c.~ Sr: I S;; r-IL-. 20~ cp~t.-.J' & ADDRESS P /7- / Tot 3- ?-/1-- 2Lf,3, - .3 g,:> ( PHONE n C";: ,- ....." -9; :::sO'" cr' (tl s :D co () o -. Q r-;': :3: ~ {:: ~ 0) a .-. ~ I) .b::. .....J o .:.:;..., ..... 0..2/-0$- V /-1:, REGISTER OF WILLS OF Ct."hJ~"~~ COUNTY OATH OF SUBSCRIBING WITNESS w" /~ ~........., s: c-?~-", C-z..-F codicil (each) a subscribing witness to th~resented herewith, (each) being duly qualified according to law, depose(s) and say(s) that ~t::E- c...v"'rr present and saw /<:. c.-", .z-~,'?"".{ ~~,.// ./ ~/ the testat V ^ , sign the same and that /"'r L. signed as a witness at the request of testat.&2L in h ,G. /"L presence and (in the presence of each other) other subscribing witness(es)). ~ Sworn to or affirmed and subscribed before ~,. ~ me this /6'/-1- dayof,t;"" /":;;n 05, (Name) "7"~/C= 0 //l"Qr .. ~ ..,? 4.,. #-z~L. S?": J S"..T-<-. . 2C?~- g4?~~~~4~ ~r4 (~::::)S) ~+ / r=/ 3 \0 - r"'1 (':) "'" i_.) c,,:! C' U QQ) (I) 0: ex: ~ :c <.I) ,.0 '~ ~ (J) == ,30 p (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS /flc.-/cc= L. t3L~ 4'--' O~;If/~\/~ ~ ~/~L. (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that ~ /,Y-C'~~ ~ C! familiar with the signature of h-, ."..,..,k.c.-L .>~... /7' , ~V' testa~~{ of (eAe of tAl! 3tlb"\..libiI15 ..itn'~~c3 k)) the~' presented herewith and codicil believfhe signature on the will is in the handwriting of I ~:t-, /7 knowledge and belief. T~~ 01 k/p~ to the best of /~r'::' that Sworn to or affirmed and suhscribed before me this /67# day of ?k::rw; 0/7;) IAr,(r;~; ~ ~ ~ Register u'~~.~ /1-Uc.;. ~. (Name) 8 c.-e~ :L S- C L~4-I rC?rr. C~rLU(' (Address)f',IJ- 19-C-/.3 ~ h-7 ~.L.AtALA./ J ~ ('" /~.N-<' "7J. (Name) S"'#e~~--?Z- ;?~ ~C~~.v "e:..{ ~~/Cr- (Address) ~f/~c/ ;:::'.-9- /MS?;- ;) 1- 0.;3. <//6, nn ,.. ",:,,,<,.. = CD ~ ~. 0": ct' ,,>, 8 ~ -:n11 (\)(') i:Q: !:- ~f ~.J .... 0'\ 2a - ~ 00 c:; I-C>,s - "-/ / <G I, K. WINIFRED STITT, widow, of South Middleton Township, Cumberland County, Pennsylvania. declare this to be my last will and revoke any will previously made by me. I. I give and bequeath the sum of Five Thousand ($5,000) Dollars in equal shares to the following named eight nieces and nephews or the survivors of them who shall survive me: A. Joan Spire; B. Henry Spire; C. Nancy Early; D. Jay Byers; E. Pat Varano; F. Donald Stitt; G. Shirley Hoover; and H. Miriam Weaver. II. I give and bequeath the sum of Two Thousand ($2,000) Dollars to Bob and Polly Hench, husband and wife, or to the survivor of them living upon my death. III. I give and bequeath the sum of Five Thousand ($5,000) Dollars to Beth Ann Epply. and the sum of One Thousand ($1,000) Dollars to Linda Long. providing they shall survive me. IV. I give and bequeath the sum of Five Hundred ($500) Dollars to the St. Johns Lodge No. 260 of Carlisle, Pennsylvania, in memory of Paul and Winnie Stitt. ............. ---- i:' :; j f. ..' .' ; ~.}, j V. I give and bequeath the sum of Fifty Thousand ($50,000) Dollars to F & M Trust Company or their successor in business IN TRUST to fund a self-sustaining investment account administered by the bank's local investment representative for a perpetual secondary school scholarship in memory of Paul and Winnie Stitt. The purpose of said scholarship is to benefit by annual awards financially needy and most deserving boys and girls, students in good standing. one each per year selected from each of the student bodies of the Big Spring High School, the Boiling Springs High School. and the Carlisle High School by their respective public school administrations for their all- around potential. Net accrued income based on the account's investment performance, without invasion of principal, shall determine the annual amount of these six individual cash awards of equal size and up to Two Hundred Fifty ($250) Dollars each per year. Should this scholarship become no longer feasible or practicable of implementation for any future reason, Trustees. at their discretion. may close the account and distribute the remaining balance of principal and accrued interest in equal shares to the three named school districts for best use in memory of Paul and Winnie Stitt. VI. I give, devise and bequeath all the rest, residue and remainder of my estate in equal shares to the following named residuary beneficiaries: A. THE UNITED METHODIST CHURCH OF CARLISLE. PENNSYLVANIA, in memory of Paul and Winnie Stitt; ~ ~ ~ ~ B. THE FIRST UNITED METHODIST CHURCH OF MT. HOLLY SPRINGS. PENNSYLVANIA. in memory of Paul and Winnie Stitt: C. THE AMELIA S. GIVIN FREE LIBRARY OF MT. HOLLY SPRINGS. PENNSYLVANIA. in memory of Paul and Winnie Stitt; D. ALICE L. BEERS. providing she shall survive me: and E. CHARLENE M. SHEARER, providing she shall survive me. VII. Should any of the gifts for particular beneficiaries designated herein lapse. said gift shall be applied to my residuary estate and distributed accordingly, VIII. All federal, state and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this will. including any interest or penalty imposed in connection with such tax, shall be considered a part of the expense of the administration of my estate and shall be paid out of the principal of my estate without apportionment or right of reimbursement, IX. I appoint ALICE L. BEERS and CHARLENE M. SHEARER, co-executrixes. or the survivor of them executrix. of this my last will. Ii) ~ ~ ':::X X. I direct that my executrixes shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand this /s;r day of.Jl;.AI~ , 2001 k. l..d..L~~ra..~~~~ (SEAL) K. WINIFRE TI The preceding instrument, consisting of this and three other typewritten pages identified by the signature of the testatrix, K, WINIFRED STITT, was on the day and date thereof signed, published and declared by K. WINIFRED STITT, the testatrix therein named, as and for her last will, in the presence of us, who, at her request, in her presence, and in the presence of each other have subscribed our names as witnesses hereto. ~ ~ ~A"L) ~/a..:e /tf/J .~ck .~/ ff,t/?~ A. /f"S 2,2 /.?r~ ~"7~~4-'A.; ~ /, ; C?~r /../1 / '?-3 2..y - i ~ nnh -- of K WINIFRED STITT LAw OFFICES HUMER & DANIELS 2015 FARMERS TRUST BUILDING ONE WEST HIGH STREET CARLISLE, PENNSYLVANIA 17013 Ci8rh CUmb8 '03 MAY '::-1 16 All :48 . . ReCCii ".r- / CERTIFICATION OF NOTICE UNDER RULE 5.Ma) Name of Decedent: WINIFRED K. STITT Date of Death: May 7,2003 Will No. 2003-00416 Admin. No. 21-03-0416 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on May 28, 2003. Name Address See Appendix attached. Date: ~,2003 C7]/p /'Z.- Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None ~.:u:.~_//2.~ Signature Name: William S. Daniels Address: 1 West High Street, Suite 205 Carlisle, PA 17013 Telephone: 717-243-3831 Capacity: Personal Representative _X_Counsel for Personal Representative N II) (V') Q- N ..... Z :::l "4 '.,) .;Q '):: ~1) == aU p ~.. --,:II JOAN SPIRE - 275 LINCOLN ST, HUMMELSTOWN PA 17036 HENRY SPIRE - POBOX 945 ST MICHAELS, MD 21663 NANCY EARLY - 265 REDWOOD ST, HUMMELSTOWN P A 17036 JA Y BYERS - 217 THREE SQUARE HOLLOW RD., NEWBURG, PA 17240 PAT VARANO - 442 WHISKEY RUN RD NEWVILLE P A 17241 DONALD STITI - 2655 WALNUT BOTIOM RD CARLISLE P A 17013 SHIRLEY HOOVER- 961 GREEN SPRING RD., NEWVILLE, P A. 17241 MIRIAM WEA VER- 9 E MAIN ST WALNUT BOTIOM, P A 17266. ROBERT AND POLLY HENCH - 451 "C" STREET CARLISLE PA 17013 LINDA LONG - 255 ALTERS RD CARLISLE P A 17013. BETH ANN EPPLEY - 1131 PINE RD CARLISLE P A 17013 ST JOHNS LODGE NO 260 OF CARLISLE MASONIC CENTER 1201 SADLER DRIVE CARLISLE PA 17013 THE FIRST UNITED METHODIST CHURCH OF CARLISLE 64 EAST NORTH ST CARLISLEPA 17013 THE UNITED METHODIST CHURCH OF MT HOLLY SPRINGS PENNSYL VANIA 202 W BUTLER ST MT HOLLY SPRINGS P A 17065 THE AMELIA S GIVIN FREE LIBRARY OF MT HOLLY SPRINGS 114 N BALTIMORE AVE MT HOLLY SPRINGS P A 17065 CHARLENE M SHEARER - 226 HOGESTOWN RD MECHANICSBURG, P A 17050 ALICE L BEERS - 25 CLIFTON TERRACE CARLISLE PA 17013 ,,24 ?fLR(fR~ 7h~....~J/'fO COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT DANIELS WILLIAM S ESQUIRE 1 WEST HIGH STREET CARLISLE, PA 17013 h_uu_ fold ESTATE INFORMATION: SSN: 207-09-1202 FILE NUMBER: 2103-0416 DECEDENT NAME: STITT K WINIFRED DATE OF PAYMENT: 08/04/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/07/2003 NO. CD 002868 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $14,600.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: WILLIAM S DANIELS ESQUIRE CHECK# 1001 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $14,600.00 DONNA M. OTTO DEPUTY REGISTER OF WILLS Register of Wills of Cumberland County Name of Decedent: STATUS REPORT UNDER RULE 6.12 Sr-/'?T' /: ~/ 4/ r~.L?z) I Date of Death: ;2-/03-02/1 {, Estate No,: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, Ireport the following with respect to completion of the administration ofthe above-captioned estate: L State whether administration of the estate is complete: Yes 0 No .81 2. If the answer is No, state when the personal r'1resentative reasonably believes that the administration will be complete: L,... *,/~fr ~ 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 0 No 0 b. The separate Orphans' Court No. (ifany) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the ns' Court and may be attached to this report. C:;' Date0---9--o S- Signature ~ ..-S~, ~P""/7eLS- Name / CJ./rfrC~S7/ ~r~ Address C'~.d.. ~4 I ?2v13 /' ''7/7- - 2. 'i'3 -385/ Telephone No. r,-' Capacity: 0 Personal Representative ~Counsel for personal representative ui Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 DANIELS WILLIAM S ONE W HIGH STREET STE 205 CARLISLE, PA 17013 RE: Estate of STITT K WINIFRED File Number: 2003-00416 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/07/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 BEERS ALICE L 25 CLIFTON TERRACE CARLISLE, PA 17013 RE: Estate of STITT K WINIFRED File Number: 2003-00416 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/07/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 SHEARER CHARLENE M 226 HOGESTOWN ROAD MECHANI CSBURG , PA 17050 RE: Estate of STITT K WINIFRED File Number: 2003-00416 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/07/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel t ....- . ~ ~ 15056041046 REV-1500 EX (05-04) PA Department of Revenue . Bureau of Individual Taxes . lllii. Dept. 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year File Number ,;;; I 03 GO ~I / b Date of Birth :2- 0 f- ~:~~:~ lu'!-O,.f- os-a ":f-2 a 0.3. os I 3 I CJ /~ .\ ~, Decedent's Last Name Suffix Decedent's First Name MI 'S -r In-r 1<4-TII- ~r1~, -......';, " w (If Applicable) Enter Surviving Spouse's Information Below ~pouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW __ 1. Original Return c:> 2. Supplemental Return c:> 3. Remainder Return (date of death prior to 12-13-82) , !i. Federal Estate Tax Return Required CJ 4. Limited Estate c:> iiiii) CJ 4a. Future Interest Compromise (date of death after 12-12-82) C) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) C) 10. Spousal Poverty Credit (date of death C) 1'1. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DI.~ECTED TO: Name Daytime TelephOne Number 'u.... , . ''''''\ ..,. ....... .,., :7-I(I-;;2.;~3;;;3:8-3j 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received ..L 8. Total Number of Safe Deposit Boxes c:> lvlL to. +-/Y.I ..E-- LS Firm Name (If Applicable) ~->.~ _~' -.;...;. :..:.;.,......r.i:..-~ _' ..":........)'--'-~,.: '", l.H;~,---' If-I..{ {'Oft: A c(. 'o'~. I .C=- L-.S r > ,,' ...' , REGISTER OF WilLS USE ONLY First line of address ,. AI' C' l.v~s;'r$ /1-/ is'V/ Sf Second line of address \.- s ",--. / r';c- .2.j:J:S- City or Post Office State ZIP Code DATE FILED e-./,'f1L LI..S' LE Pi- l 1-0 )3 Correspondent's e-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements. and to the best of my knowledge and belief. It IS true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE 4~tt'~C ADDRESS /,) ~ / c-~ Side 1 L 15056041046 15056041046 --.J ( )O,O'ftV fl ~r- ! 1.'\01 ,f fuij I t {/-3 S tf u..t '~/3 ; !It'd It 9.-t 7. . IS tfjll pi 0 b" . GJ {)li,j'l,t r ~ .11 " . , -I 15056042047 REV-1500 EX Decedent's Name: S;r, 7r I 1</)...?,ffR-Y"'; J tv, RECAPITULATION 1. Real estate (Schedule A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. Stocks and Bonds (Schedule B) . . 3. Closely Held Corporation, Partnership or Sole-FIroprietorship (Schedule C) . . . '. . . 3. 4. Mortgages & Notes Receivable (Schedule D). ........................... 4. 5 Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) c::::> Separate Billing Requested . . . . . .. 6. . 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 0 (Schedule G) c::::> Separate Billing Requested.. . . . . .. 7.: <:',,:"~:,:; ~ 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. ~ 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10)... ................................ 11. 12. Net Value of Estate (Line 8 minus Line 11) ........... ...................12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) .. . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . .. . .. . . . .. .. .. . . . ... . 14. Decedent's Social Security Number .;2-:'c> :9::~. ?i1,,;,/ eL. C ..2-. &1- dO . .?C 2. . .' . . i..".'_'" , j, s: S-:-J""7C7 '2- 2-.3; t,~ht:'~'i;1jj.;':',--./k:~:"'fjjojo.)~';t: ,:~i::;"'~', 4'~: t< ".";"';,i. j.,:,~ ':'J:: :S--' .3 2.; I . 2....2-, ~< .1 . )",I\ < :\1 ,,;;;~,::;" .::~ TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate X.O_ 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 . ..-9. <rO I ;5 .~~, 7-. , .... ',". .' . . , . ... .... ,", ',',. :C,.', ..... ."...,:.~ 19. TAX DUE. . . . . . . . . . . . . . . . . . . . .. . . . " . . . . . . . . ... . . . . . . . .. . . .. .. . .. . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056042047 15. ~,' .J' .~_~'....; .:: 16. 17. .. 18. --- 15056042047 --I ~ ... . Re'/-1500 EX Page 3 File Number .-2/~3 - oL// t. Decedent's Complete Address: DECEDENT'S NAME ~n~____un,5'r / tTr /. /<' .;1T;;1/c2'r--1l STREET ADDRESS ' _.~_____n_. 3 8 ._a.~(~-Lq~____n-<;!-//LC-L~ w. CITY STATE -~---~------~ ----_.-_.~~--- , ZIP ~,Ilf- /?-OJ C-;;fj- /2- L/$ k Tax Payments and Credits: 1. Tax Due (Page 2 line 19) 2 Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount .(1)," C.7-5'2,a8 , ,/ ~ 6 CZr;:;j c?O ?--?8-~L- TotaICredits(A+B+C) (2) /~/ 3(;~ ~ L , 3 InterestJPenalty if applicable O. Interest E Penalty _n_u____n nn_~_____ TotallnterestJPenalty ( D + E}, (3) 4. If Line 2 is greater than line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, 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) (5A) (58) 8. (;/ c.( 3jI' I A. Enter the interest on the tax due. B. Enter the total of Line S + SA. This is the BALANCE DUE, Make Check Payable to: REGISTER OF WILLS, AGENT .r^'~;'~~ PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred; .......................................................................................... 0 b. retain the right to designate who shall use the property transferred or its income; ............................. ............... 0 C. retain a reversionary interest; or.. ....................... ................. ......... ........................................................................ 0 d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 3. Did decedent own an hin trust for" or payable upon death bank account or security at his or her death? .............. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 No ~ 0' ~ 00 ~ f& IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ~.~.';.;,;~;~~~'lf:':';~L~f1!j~..Ji ""'01... '~JiIUf-Ja{i:u.\ftij[.r~'~-s!!.-~"_.. tU 'J .. !I!~~-- . -,~~..~t\?~;.':~4~l,. For dates of death on or after July 1, 1994 and before ~anuary 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse IS three (3) percent [72 P.S. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 PS. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: . The tax rate imposed on the net value of transfers from a 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 zero (0) percent [72 P.S. 99116(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 four and one-half (4.5) percent, except as noted in 72 PS. 99116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(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. ~ --l I I I i ~ lid.. fii~Si L K. WINIFRED STITT, widow, of South Middleton Township, Cumberland County. Pennsylvania, declare this to be my last will and revoke any will previously made by me. I. I give and bequeath the sum of Five Thousand ($5,000) Dollars in equal shares to the following named eight nieces and nephews or the survivors of them who shall survive me: A, Joan Spire; B. Henry Spire; C. Nancy Early; D. Jay Byers; E. Pat Varano; F. Donald Stitt; G. Shirley Hoover; and H. Miriam Weaver. II. I give and bequeath the sum of Two Thousand ($2,000) Dollars to Bob and Polly Hench, husband and wife, or to the survivor of them living upon my death, III. I give and bequeath the sum of Five Thousand ($5.000) Dollars to Beth Ann Epply. and the sum of One Thousand ($1.000) Dollars to Linda Long, providing they shall survive me. IV, I give and bequeath the sum of Five Hundred ($500) Dollars to the St. Johns Lodge No. 260 of Carlisle. Pennsylvania. in memory of Paul arid Winnie Stitt. --- -......- - -..... ~ ~ I I I . -. --r............. _._._-~. r I i .~,.~. ~'.!, .:':;; ,. I ;.., ( .r H t r l' ~! i J' ;' \ /":;- .... I. ,( f .' j ,:.- . r . .. .. 1 . f . [ '." ': (. I ., r '. I . /. , :. . _".#.... .\ ,. -,t" . ~ l', .,. ~ ~- }l_....,#_ ..~-_~,,,. '0.,< ~ " .." ~. ."..\ ." --~~..___.~c'-_.__.:~_ V, I give and bequeath the sum of Fifty Thousand ($50.000) Dollars to F & M Trust Company or their successor in business IN TRUST to fund a self-sustaining investment account administered by the bank's local investment representative for a perpetual secondary school scholarship in memory of Paul and Winnie Stitt. The purpose of said scholarship is to benefit by annual awards financially needy and most deserving boys and girls. students in good standing. one each per year selected from each of the student bodies of the Big Spring High School, the Boiling Springs High School. and the Carlisle High School by their respective public school administrations for their all- around potential. Net accrued income based on the account's investment performance. without invasion of principal. shall determine the annual amount of these six individual cash awards of equal size and up to Two Hundred Fifty ($250) Dollars each per year. Should this scholarship become no longer feasible or practicable of implementation for any future reason. Trustees. at their discretion. may close the account and distribute the remaining balance of principal and accrued interest in equal shares to the three named school districts for best use in memory of Paul and Winnie Stitt. VI. I give. devise and bequeath all the rest. residue and remainder of my estate in equal shares to the following named residuary beneficiaries: A. THE UNITED METHODIST CHURCH OF CARLISLE. PENNSYLVANIA. in memory of Paul and Winnie Stitt: % tS) -3 ~ .. i"-=- . --.-, , I I B. THE FIRST UNITED METHODIST CHURCH OF MT. HOLLY SPRINGS, PENNSYLVANIA, in memory of Paul and Winnie Stitt: C. THE AMELIA S. GIVIN FREE LIBRARY OF MT. HOLLY SPRINGS, PENNSYLVANIA, in memory of Paul and Winnie Stitt; D. ALICE L. BEERS, providing she shall survive me; and E. CHARLENE M. SHEARER, providing she shall survive me. VII. Should any of the gifts for particular beneficiaries designated herein lapse, said gift shall be applied to my residuary estate and distributed accordingly. VIII. All federal, state and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this will, including any interest or penalty imposed in connection with such tax, shall be considered a part of the expense of the administration of my estate and shall be paid out of the principal of my estate without apportionment or right of reimbursement. IX. I appoint ALICE L. BEERS and CHARLENE M. SHEARER. co-executrixes, or the survivor of them executrix, of this my last will. . ~ ~ , . I I I f J I I I i ~ _.~._"~-'<'';b>>... X, I direct that my executrixes shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand this /57 day of ..Jl//V-c.- , 2001 1; /..1 L'''~Q.~i.4{:; (SEAL) K. WINIFRED TI The preceding instrument, consisting of this and three other typewritten pages identified by the signature of the testatrix, K. WINIFRED STITT.. was on the day and date thereof signed, published and declared by K. WINIFRED STITT, the testatrix therein named, as and for her last will, in the presence of us, who, at her request, in her presence, and in the presence of each other have subscribed our names as witnesses hereto. A:J /J! ~J_Lo /} ~~ /.f2..:e /ttlJ ~ck f'/ ,. ,. /ta(d~ A. /.rS .:12 /&?rt? h77~~~A/ ~ /. . C~r /4 /?-3 'Ly I I ... RE'J-48ti EX. (9-00) '* SAFE DEPOSIT BOX INVENTORY ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION . DEPT 280601 - HARRISBURG. PA 17128-0601 Please Print or Type MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS COUNTY CODE FILE NUMBER SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER 03 07/C ~e ? (ZIP coo /101. (ZIP CODE) /M' b. (NAME) ~ " B.eJ?~$ " . Q~-./ :z;, r~ (ZIP CODE) /~/3 (STREET NAME) (CITY) (STATE) (liP CODE) c. (NAME) (RELATIONSHIP) (STREET NAME) (CITY) (STATE) (ZIP CODE) . NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED F~ (STR~ET NAME 1'10/ r I N,AtvI,E OF PERSON MA'9bl-G LAST ENTRY L.1'\d.r \ef\ e ~ h..a. 6-('~ I(" DATE OF CONTRACT TO RENT BOX NUMBER OF BOX '- 30-;)... <? NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX a. (NAME) \ ../2 . :Zl.. &:1 frLc C<.. ..1-. ~J/ /,v'r (STREET ADDRESS) /~_.-I: ' jL~ QhM~ ~r~ (CITY) I.... ,) (STATE) (ZIP CODE) c~ p /-..c ~, . NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY Co rnfJCLr\ ~ (CITY) (STATE) (lcu U s ~ P1l- DATE AND TIME OF LAST ENTRY 5-I-D~ . 0 TITLE UNDER WHICH BOX IS REQUESTED , . S+i+l- (ZIP CODE) 1(6 '3 b. (NAME) ~ cA.~d-<:./V<- $ s.;~/ / V~ (STREET ADDR& // J1 J ----? ~ .. ~ i-5 ;krhF;V /'-<:i-- (CITY) ~ . _" I j (81 )fIP_CODE) /~ 4PvJ.C5 /IZ/ ;. ro-0U "% WAS A Will IN THE BOX? 0 YES,.-@ NO If yes, a. Date of will: b. Name and address of personal representative, if named in the will (NAME) (STREET NAME) (CITY) (STATE) (ZIP CODE) c. Name and address of attorney, if any (NAME) (STREET NAME) (CITY) (STATE) (ZIP CODE) SAFE DEPOSIT BOX INVENTORY Page INSTRUCTIONS I ofL- .. (1) Cash: Report total only. {2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock. (3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) (5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book. name of bank and branch, and balance. (6) Jewelry, Coins, Stamps, Manuscripts, ete: List and describe as fully as possible. (7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully . as possible. All other contents. I (8) ~I NO. ITEM DESCRIPTION ","'V ,/5' L (3 ~ -'- -L 5S ~- -d.e 37-. J' ./ ..-- ,,~.c.. < g ~';Zf~ c-Z PRINT ~M~ ~ / ' .'7'l CVr//t- /7"'- s:; cYhlA//c:yj- PRI~#~N~ P (?:r~ ~ ;;-t,v3 K- ?-v?;;;vr ~A SJ;;T cI.Le.-,d NOTE: Attach ditional 8'12" x 11" sheet(s) if necessary or use duplicates of this page of form. PRINT NAME AND CHECK APPROPRIATE BOX BELOW A I ~ c c: L - e E ER, S CHECK APPROPRIATE BOX ~Executor(lnX) 0 Adminlslrator(tnx) o Estate Representative 0 Joint owner of safe deposit box SAFE DEPOSIT BOX INVENTORY INSTRUCTIONS pageLOf ~~ . (1) Cash: Report total only. (2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock. (3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) (5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. (6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible. (7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible. (8) All other contents. ~(..-I/l/7r'" f"/ "...,,- .-..-/~.f C'= -11:2" ",... r-~..v- /' -<...f PERSON RECEIVING COpy OF SAFE DEPOSIT BOX INVENTORY: SIGNATURE .~ PRINT NA~ r--/. / /".. PRINT NAME AND CHECK APPRO;flATE BOX BELOW: L..-v / /".. ,7 a/f I, c- ~ 1- - b f: E'R 5 PRIN. T TIT~E . /7': rh-.-l.0 CHECK APPROPRIATE BOX: ~ f/</..J-" - t.......--~/' .p;7 .L.. /7 /../ "Z ..-/ r7. . L '77 / v - ~ ....... ./ lj1 Executor(trix) 0 Admlnistrator(lrix) 0-- ~I k-~ /~ Sn/,/ D Estate Representative 0 Joint owner of safe deposit box N TE: Attach additional 8'/2" x 11" sheet(s) if necessary or use duplicates of this page of form. . REV-1502 EX+ (6-98) f. * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF , Srt 7~ /</f77-/Al//I! Urf FILE NUMBER ~/03 - O~/C All real property owned solely or as a tenant. in common must be reported at lair 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 lacts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 11 /.2. t;?(/O. t/eJ / ?~C;G /03 /; 2 g - O~. DO - C7 / C, .J <S't:? L?> 4- 7J'7? C#ezJ g e--?7LeI?1&'V r Cr /V/ffl;O/2G:Vc-~ ,4C' r./ ?-c; r L/?-- '9f f70-1J 1( /i-c./Zc-s C~0# 2...)1 CU-h-;./) Cc?C('..o/ rr ;?L4/\/ Book + /Ix.. ;0 /lrt-.c:..EL ,/V ~ 4r- ~/2-' v/)'-R;. .?:l1 CJC; - ~OLL//Y~ C=/L.Lq/Yj) cS~Le- ( .sC-G- $/"/et3r) .. TOTAL (Also enter on line 1, Recapitulation) $ /..2 I CJ OO;J 00 (II more space is needed, insert additional sheets of the same size) , " :;;," i ') SUMMARY SETTLEMENT SHEET Real Estate transaction between Estate of Winifred Stitt, Deceased, and William M. Hench and Patricia J. Hench, husband and wife, transferring Lot No. .?'/ '1- Cumberland County Tax Parcel No. 04-23-0600-016 to the adjoiners,of 47 Garland Drive, Carlisle, Pennsylvania 17013, this 15th day of March 2005 at 3:00 O"clock P.M. Buyer Item .s.e 11 er $12,000.00 + 120.00 Contract Sales Price Realty Transfer Tax *Prorations: County/Boro, 3/16/05 to 12/31/05; School, 3/16/05 to 6/30/05; Signboard Rent, 3/16/05 to 3/31/05 Recording Deed Payment Proceeds $12,000.00 120.00 ../ + ;'3 G ("" 2.. + 121.20 /(' 17.53 II'~~V + 39.50 t' . $12.399.79 / + + 136.62 121.20 ' 17.53 SELLER: .//-~. /.. .~/. ~ /~"../ .', 27 /- L'",t";/ /<".-;'" /1.-/....." ~./. . . ~/ /{7'-'- '- ..... L,..-'''-. ' ,"'--t7*"" , ~';---~<"---'-;;Ifl-...,..:----l:':"~- . /. / William S. Daniels, Esquire Attorney for Co-Executrixes Estate of Winifred Stitt, Deceased EIN 51-6543351 ,j / /<<i:/~'.... ~( c1~Jt'U~ William M. Hench ~N: \('~U(A \~ ~ Patricia J. Hench ). l\ C SSN: $12.120.29 BUYERS: *2005 County Property Taxes 171.36 X-.12L = $136.62 365 *2004-2005 School Property Taxes 413.45 X-1Q.L. = $121.20 365 *2004-2005 Signboard Rent: $400 X-1L = $17.53 365 Funds Received: Cash from Buyers Total Cash Received $12.399.79 $12.399.79 Funds Disbursed: 1. Proceeds to Seller $12,120.29 2. Sellers' Transfer Taxes to Recorder 120.00 3. Buyers' Transfer Taxes to Recorder 120.00 4. Recording Deed and Affidavit Value to Recorder 39.50 5. Total Disbursed $12.399.79 //i{) / , REV-l508 EX ;1'-97) \ .. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF 6// T ~ 1-<'~/7-//2.r-1/ tv, FILE NUMBER ;A/03-0'~/~ Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION )?///c... 84-/V/~1 ~ ~C30 b 2/~ 9 2.. , ;= gL. /J? ~.5r /l c-tCJ>~-r '-# "'72 ,era ../16 / 3, 1, L/ArC--oLN Bc-?\/c-P-t r ?t'}-L/ c.);" Ar<:,J r:nB- ~ L/3P /0" L/&OS- 8..eE-C=2...r ..5C:xJ c;,/r"C-C;-LC!#'/?-//l... tvi ELev4--T7/r c: ~cc ~e& jZ--.:f ? /Z../ o~ T/"Y} ~ 5co L/ P-r- C# ".9-/ /L. C45~/')7e7Z..IE 0-: -0/..$ C-, 77.?1"V C/ /,3Le .f?en.sCk/fJ-<.-. ~/'a/.a.-;-.?--) f 7'/'cJ.-S' r r/ff-L~ Lf1 .,.,oc..;~/ c ~dON VALUE AT DATE OF DEATH ~'ii;'?8~::?S- /40 1c1~; /6 J ~c:7G. C1'G ~s-o, 00 ~S7. eo ~~/, dO ,,:257., S 2 ~, J ;"v e.~n-. e- ~ /2~--vt.-...v /.:) fl, ;? /-1.. ~f7 e/Z- r; r79--~ /2c-r-u--"v b TOTAL (Also enter on line 5, Recapitulation) $ /....5";.5/ ~'-r:7> ~, 2.3 (If more space IS needed, Insert additional sheets of the same size) (~/7// ;Z _ I"" ,::. <- "/v r:":;:- <':'J (-. , COMMONWEALTH OF PENNSVLVANIA OEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 03- 0416 ACN 03134986 DATE 09-29-2003 REV-154~ EX IFP (09-00) EST. OF WINIFRED K STITT S.S. NO. 207-09-1202 DATE OF DEATH 05-07-2003 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS [X] CHECKING D TRUST o CERTIF. WILLIAM P STITT C/O CHARLENE SHEARER 226 HOGESTOWN RD MECHANICS BURG PA 17050 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has provided the Department wi th the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions may be answered bY calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5140062169 Date 04-12-19/,8 To insure proper credit to your account, two Established (2) copies of this notice must accompany your payment to the Register of Wills. Make check Account Balance 7,989.25 payable to: "Register of Wills, Agent". Percent Taxable X 50 . 000 Allount Subject to Tax 3,994.63 Tax Rate X .15 Potential Tax Due 599.19 TAXPAYER RESPONSE NOTE: If tax payments are made within three (3) months of the decedent's date of death, yOU may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. PART [!] [CHECK ] ONE BLOCK ONLY A. [] The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or YOU may check box "A" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. B. 0 The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent.s representative. C. ~The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. x If you indicate a different tax rate, please state your relationship to decedent: PART @J TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Allount Subject to Tax 5. Debts and Deductions 6. Anount Taxable 7. Tax Rate 8. Tax Due TAX ON JOINT/TRUST ACCOUNTS OF 1 2 3 4 5 6 7 8 x PART / ~,. '1)3 -7' /': DEBTS AND DEDUCTIONS CLAIMED." .:' @J t i..-tl:c.(f~r' /~" j;..7t ;:n::c.tl ~ a L. .( ~ .4r / C;':,,,:, 7'u~c iC.. ..5"7f;;'?; ~ ~,~<.;c{: r~;t- DATE PAID PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax ConputationJ I $ undz:r alties of ,"cOIIPlete. .. o. 9'e best. of /,-/~ ~ .-.' L. .. =-c.......-.....,....-.---L-'-. TAXPAYER SIGNATURE perjury, I declare that the IIY knowledge and belief. /". -;/ . -7/ 7 '?--- (;."~. . LC<.. -C/i-r:e::. facts I have reported above are true, correct and HOME ( ) WORK (7F1-) Z-'i3;". /),-;; I TELEPHONE NUMBER /c -2..1 ~ C_"_> DATE . - , iiiiiiiiiiiiiii ~ === - - - - - - = ~ ~ Fiser~ INVESTOR SERVICES, INCORPORATED [nveS[lllent prudUdS uIT<'r,'d lhruugh this financial institution are lwt \l1sured t-y the FDIC or any other gol't"rnl11ental agency. They are nut d"posits or oth,'r uhliglltions ut, ur guaranteed My Ihls financial instllutilln and are sut-j<,ct to Illves[ment risks. induding pus,it-le Illss uf Ihe principal Jlllount inveskd F8M AT TR.JST 211 S \lam :illcd PO Ht).\ {llnll C'hilmb"rshurg. P.\ 17201.(,1)\1) 117-~Yll~3 ",:-:.'1 t\knl0er NASDISIPI ' 69K 8001 0627776 021697 010922 41 AZOl WINIFRED B STITT C/O CHARLENE SHEARER 226 HOGESTOWN ROAD MECHANICSBURG P)\ 17050-3118 Acct # 42600116 Office # 69K Period 03/31/03 - 04/30/03 Rep # Rep Phone # 0662 (717)960-1400 Page 1 of 1 Rep Name PHILIP HUNTZINGER Do you pay more of your earned income to Federal, State, or Local taxes? Would you like to break this cycle? An answer might be to consider tax-free or tax- deferred investments for a portion of your portfolio. We offer a wide selec- tion of products to meet your needs. Positions Not Held By FSI SymbollCUSIP Quantity Description LINCOLN BENEFIT TACTICIAN PLUS 9 Year Guarantee P 10 Year Guarantee POLICY NUMBER LBF1064605 VALUE AS OF 04/24/2003 Value 145,10716 / 40.029.70 105,077.46 ---~"" End of Statement ..-:- /:7 / -' r Account carried with F.serv Secunties, Inc. a member 01 the NYSE. NASD and other pnnclpal exchanges. SIPC . , . , I1iJ "t!:J V".'. Family Home Health Care: Products 7 N. Baltimore Ave Mt. Holly Springs, Pa 17065 717A86.5201 866 486 5201 toll free f&rv1 Trust Attention Charlene 1901 Ritner Highway Carlisle, PA. 17013 Dear Charlene, It was nice talking to you earlier. Following are current market values for the wheelchair and the lift chair that you had inquired about: Breezy 500 wheelchair with elevatlDi le2 rests: New $1099.00 Current age $600.00 / Pride TMR 560 lift chair cashmere: New $881.00 Current age $650.00 ",,/ Please contact me if! can be of any additional help. Steve Burkholder . ,. , R~-i509 EX. (1-97) '* SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ....5-r/ rr / ~r?/k..-y/\/ , . hi, FILE NUMBER ;2/03- G'~/b If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. C4/f-/Z..LC'.-vcS m,/ c5>r eq /'Le/Z- 2.. 2. '= ,..-)/ c:1' C ~;S 7r:a::.v..v ~ /h C-cP4"'" r & 13~ /'LC ".0 /f- /:1-OSV / r/e/L;; d'. B. c. JOINTLY-OWNED PROPERTY: LEITER DATE DESCRIPTION OF PROPERTY 'Io0F DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. I;/~r 84-N /< /i~-e.e.~Y'....r'? ,A) ~ ~ ~ p/VC- 10/ c;qz, 9'1 00 t5 / 32-/" 2- ~ .5'Oc7 .3 / .y 0Cj 88- TOTAL (Also enter on line 6, Recapitulation) $ 0; :3 2~ 22- ? (If more space is needed, insert additional sheets of the same size) , . ~&HMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE J FILE NO. 21 03-0416 ACN 03134985 DATE 09-29-2003 REV-1543 EX AFP (09-00) EST. OF WINIFRED K STITT S.S. NO. 207-09-1202 DATE OF DEATH 05-07-2003 COUNTY CUMBERLAND TYPE OF ACCOUNT 00 SAVINGS D CHECKING D TRUST D CERTIF. CHARLENE M SHEARER 226 HOGESTOWN RD MECHANICSBURG PA 17050 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth o~ PRnnsylvania. Questions may be answRrR~ by calling (711) 787-8~?7_ COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5003145988 Date 11-29-2000 Established x 10,642.44 50.000 5,321.22 .15 798.18 TAXPAYER RESPONSE / To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Registsr of Wills. Make check payable to: "Register of Wills, Agent". Account Balance Percent Taxable Anount Subject to Tax Rate Potential Tax Due x ;/ NOTE: If tax payments are made within three (3) months of the decedent's date of death, you may deduc:t a 5Z discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. Tax PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. [] The above information and tax due is correct. I. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "A" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. ~The above asset has been or will be reportsd and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ bslow. PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Anount Subject to Tax 5. Debts and Deductions 6. Anount Taxable 7. Tax Rate 8. Tax Due TAX ON JOINT/TRUST ACCOUNTS OF 1 2 3 4 5 6 7 8 x x PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Conputation) I $ of perjury, I declare that the of ny knowledge and belief. ~---/ ,.7_" ~ ~ i( 7-.....? .:.-C<:- facts I have reported above are true, correct and HOME ( ) WORK (,)-11.-) 1."12; -..}F_:, TELEPHONE NUMBER '," - ?.J c.. ~ , . - '.~ DATE " . RE.:ti.1511 EX+ (12-99) . t>.)t '.V 1f<~'WJJ .~ ....~~ SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF <5 r-/ T r; /C--9-77r/LYrv' WJ FILE NUMBER .::v03-0~/~ ITEM NUMBER A Debts of decedent must be reported on Schedule I. DESCRIPTION 1. FUNERAL EXPENSES: /'/~ c,_ ~'7/e 5rc..5 #d'~~.7;1-/l.- _ 4/X I ,",,"/VC~L. /. .6'/.3J1' G~/V/ re / /.??/?/'L/~~ LC~,.NC /~5J?/r-qL4 ry z. b( B. ADMINISTRATIVE COSTS: 1. 2. Personal Representative's Commissions "'i'L / t1.. t::- f L,B ee n...s Name of Personal Representative(s) CH4/2.'-L=-.........~ n?, S"p-e-rl-/Z&2.-.. Social Security Number(s/IEIN Number of Personal Representative(s) 2./ d - 2.. 2. __ C a I ? Q.. . ~ '2... - 3 ~ - SI.3 0 Street Address ~ 2. L. (. /It:;;:.' C:S r-c:~;AJ ~ City /?'7 ~.if~ "-'I ~ ~ ./u r/ State ~ Zip I -:J. (? ~ Year(s) Commission Paid ~ ~ Attorney Fees //u n-,/:/L.. 0( ,;?J~A/ / EL.S" 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 4. 5. 6. 7. 8, 9, ; c;, II, /.1. . /> /~) Claimant Ar/~ Street Address City _ ___~~ State __ Zip Relationship of Claimant to Decedent Probate Fees /? tE-- c' / .s' TC-Tl.- iL 4.-.. ~ I C <A -, ~.., / -?-v r( - c:t - 4-e?eh -;;I? c-.-v -9 '- j//'~,t/ 9--r-s. C2r/ . ,Aee8~Ataflr3 r (,6,) Tax Return Preparer's Fees ... 4dv-<..... /-/,S'/".." L//'f, 7E.s;/1l. -dc- C'(-,..,., ~.A- ~4->^' .L ~t.--V Y&-a /lAr~ L / rk >'~"7V'T//Ve L - LIL.~/iJ-t... ) C4 h? .&...t. r.7-,,/,tV ! <:::1::>.".. -v 7''') no /'j-~,P /.;v, / .?,?-O r C/f /'2.. ~ E. 0 C4<...c: -'Z. ( ,/; ;/'pr ~ / $'-9- \.. / -de - LL.~ "'" -- I "T",......."e::;....,~C'dS ~".,~)s>s/c.y "c,<.h-J ~ S'T I c;y~eq;~ T:e-:::-s /Zezc/..$',r--e-n- .,.; 4/..7/.s: S'~,..../ ~,c,c-?-?~ -2-e..>en...v-e 7":- ~4-77"~.......; ~/,;~.-/;t<e 1 '" AMOUNT ";:2M, /S- 85; &1"(j 52., '7c1 7-, "9-7~, 0(1 G; 8/2,/ CPO -4.3 ,.c:7cJ' ..24 ZI at:) --.- 7-5; 0 C7 98, ~ 7 '31~ do; &16 ~ -?II ...2. ~- -;94-';. ~o /5'......6 4'~, &:.c TOTAL (Also enter on line 9, Recapitulation) $ /~ t:?6h/ .!:>""'1- (If more space is needed, insert additional sheets of the same size) " RE~1513 EX+ (9-00) . . '*' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF 0T-t' I /' (~L~~~t~ w, FILE NUMBER / .;2/03 - 0 5-"/ k NUMBER I --- --.---.--.-.-.. .- ---- -- - RELATIONSHIP TO DECEDENT NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] S'C-c..3- .4-~ AMOUNT OR SHARE OF ESTATE 1. L./..s~ r 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. Se~ ~~ UG'/ .S7'- ()"-&:-// 'V' J P"</n '~?r F,,~'-r U ""-', /77,L /~ ~ ~;y;,r~ "7?-r~ eft. /,/ ~ ~ $, C', ~/:V h;:r r,lf)"7 ~c>, de::. s-~ Sfrll,2) / /. 9 7-2., 2-.3 //,. qrZ-.." 0 /' /., C; 1-,).., .z. .J TOTAL OF PART Il- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S ~o; 9 T:ft, 7'0/- (If more space is needed, insert additional sheets of the same size) RELEASE KNOW ALL lVIEN BY THESE PRESENTS, that FARMERS AND MERCHANTS TRUST COMPANY of CHAMBERS BURG, Chambersburg, Pennsylvania, hereby acknowledges that it has received from Charlene M. Shearer and Alice Beers, Executrices for the Estate of Winifred B. Stitt, Fifty Thousand ($50,000) Dollars, which is in full satisfaction and discharge of the claim and demand that it has or may have against the said Estate under Paragraph V of the Last Will and Testament of Winifred B. Stitt. Farmers and Merchants Trust Company of Chambersburg also does acknowledge the receipt of Four Thousand Five Hundred Fifty Seven ($4,557.25) Dollars and Twenty Five Cents, which is in full satisfaction and discharge of the claim and demand for statutory interest from date of death until payment of the testamentary bequest. Farmers and Merchants Trust Company of Chambersburg, in consideration of said payments does hereby remise, quitclaim and forever discharge Charlene M. Shearer and Alice Beers, Executrices, from all liabilities, suits, actions, claims and demands, for or by reason of any sums of money, due and payable, or belonging to it by or from the Estate of Winifred B. Stitt. WITNESS the due execution hereof this 10th day of August, 2005. WITNESS: .~~~; I,. I I .J' I ,^ t r J ,;. l / I u ]:..A.J.._ L- '- ~ /. /' " . - _\ .) ~.: I' II . --t~;;.!~? {"--~ (/'~ . -- ~' // ( ':1 I ~~.(... ~ ./ <;...- AlIen C. Rebok Sr. Vice President COMMONWEALTH OF PENNSYLVANIA COUNTY OF FRANKLIN ON this lOth day of August, 2005 before me, a Notary Public personally appeared Allen C. Rebok, known to me to be the Sf. Vice President of Farmers and Merchants Trust Company of Chambersburg who on behalf of Fa~ers and Merchants T~st Company does acknowledge the foregoing instrument to be hIS act and deed, and deslred the same to be recorded as such. WITNESS my hand and official seal, the day and year aforesaid. ~~~~\v~v--- " NOTARY PUBLIC NOTARIAL SEAL Pauline E Mathews, Notary Public Chambersburg Boro, Franklin County My Commission Expires: December 23, 2006 (.. ~ ~. ~ Register of"\Vills of CUIl1.berland County STAT1JS REPORT UNDER RULE 6.12 Name of Decedent: Sf-( '-r- r: Ic;~M~,,.y tv I { Date of Death: s-- ~ - ~:3 Estate No.: 2./ (J.3 -OL( F.,{ . 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 0 No ~ 2. lfthe ans,ver is No, state when the personal representative reasonably believes that the administration will be complete: C ...... p...... ~ 3. lfthe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c, Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 Date: #.; -=r--oe c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. _ /J .... ~~~ Sig;ature W. ~ ,JJ~~ ~... Name / W. /~/~ .>'~ I 5'~~-' Address~r~ 1'/r}-/~t3 ?/-:}- -~> -~F.7 / Telephone No. 8S :..~ '-_: .- e.a:fOO.citj: 0 Personal Representative ~ Counsel for personal representative {JJ ...;..' cr..>-' >/ {( (;.,7' FIRST AND FINAL ACCOUNT OF ALICE L. BEERS and CHARLENE M. SHEARER, EXECUTRIXES, For ESTATE OF KATHRYN W. STITT, DECEASED Date of Death Date of Executors' Appointment Administration Number Date of First Advertising Accounting for Period Social Security Number Federal Tax ID Number May 7, 2003 May 19,2003 2103-0416 [~<-:;- "7;- /'~ I ~A'ft3 July 4, 2003. -->~..v,lc- o/.lE, 11"/ 't-,1' YC.3 May 8, 2003 to July 31, 2006 207 -09-1202 51-6543351 Purpose of Account: Alice L. Beers and Charlene M. Shearer, Executrixes, offer this account to acquaint interested parties with the transactions that have occurred during their administration. This account also offers the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional informatio objections can be discussed with: '~~., / -. ,:' ,f""'.' .' _-..",.' ~."./-;/ '". .' .'''' - William S. Daniels, Esquire Supreme Court Number 27735 One West High Street, Suite 205 Carlisle, P A 17013 717-243-3831 :/ ~<- :) '-j .--, C\ -.. ~ Summary of Account Proposed Distributions to Beneficiaries .3 $ 8.1 35.85 Principal Page Value Receipts ;..? $167,839.83 Less Disbursements: Debts of Decedent -1 18,749.06 Funeral Expenses 1 408.13 Administration Expenses ~1 1,045.44 Federal and State Taxes /1 6,752.08 Fees and Commissions ..5- 16,608.00 Balance before Distributions 124,277.12 Distributions to Beneficiaries , 122,057.25 h Principal Balance on Hand $ 2,219.87 Income Receipts :r $ 476.72 Less Disbursements ~r 38.16 Balance before Distributions :j- 438.56 Distributions to Beneficiaries -r -0- Income Balance on Hand 1- $ 438.56 Combined Balance on Hand $ 8.135.85 (1) (1) Includes positive adjustment to reconcile calculated balance of principal and interest with actual bank balance available for distributions. 2 Receipts of Principal 1. Real Estate: Unimproved Lot; Lot 47 of Plan of Rolling Acres (Plan 2), Cumberland County Plan Book 4, Page 103; Tax Parcel No. 04-23-0600-016. 2. Cash, Bank Deposits and misc. personalty: a. PNC Bank cia #5140062169 b. Lincoln Benefit # LBF 1064605 c. Breezy 55 Wheelchair d. Pride TMR 560 Lift Chair e. Misc. Personal Property, gross value by auction f. Income Tax Refund g. Property Tax Refund 3. Net Gain on Payment of Pennsylvania Inheritance Taxes at Discount Total Receipts ,., -' $ 12,000.00 155,502.23 7,989.25 145,107.16 600.00 650.00 257.00 641.00 257.82 337.60 $167.839.83 Disbursements of Principal Debts of Decedent: 1. Alert Pharmacy, meds 2. Cleaners, laundry 3. Darlene Moyer, Property Taxes 2003-2004 4. Cumberland crossings, final bill 5. Mobile Xray Imaging, svcs 6. Darlene Moyer, Property Taxes 2004 7. Philip Huntzinger, Income Tax Prep 8. Darlene Moyer, Property Taxes 2004-2005 9. Darlene Moyer, Property Taxes 2005 10. Humer & Daniels, Personal Affairs Instruments 11. Recorder of Deeds, Realty Transfer Tax 12. Miscellaneous Debit, cia # 5140062169 Total Debts of Decedent: Funeral Expenses: 1. Hoffman-Roth Funeral Home 2. Eby Granite, Marker Lettering 3. Hospitality Total funeral expenses: Administration Expenses: 1. Register of wills 2. Additional Probate 3. Cumberland Law Journal, advertising ltrs testamentary 4, The Sentinel-Legal, advertising ltrs testamentary 5. Register of Wills, shorts 6. Cumberland County tax mapping, plot 7. Carl E. Ocker, personal property appraisal 8. Carl E. Ocker, Auctioneer's commission 9. F&M Trust, checkbook fees 10. Reserve for settling Estate Total Administration Expenses Federal and State Taxes: 8/5/03 Payment to Register of Wills, Agent Discount credited Total Tax Credits 5/19/06 Tax Due, paid and accepted 6/23/06 Refund received 4 $ 168.22 154.18 389.04 16,107.62 16.94 177.49 125.00 413.45 171.36 750.00 120.00 155.76 $18,749.06 $ 270.15 85.00 52.98 $ 408.13 $ 43.00 217.00 75.00 98.69 15.00 3.50 35.00 64.25 44.00 450.00 $ 1.045.44 $ 14,600.00 337.60 $ 14,937.60 6,752.08 $ 8,185.52 Fees and Commissions Alice L. Beers, Cmn: 12/6/04,2,200; 3/25/05, 1,698 Charlene M. Shearer, Cmn: 12/6/04, 2,200; 3/25/05, 1,698 Total Commissions Humer & Daniels, Fee: 12/3/04, 4,400; 3/25/05, 4,412 Total Fees and Commissions $ 3,898.00 3,898.00 $ 7,796.00 $ 8,812.00 L16,608.QO 5 Distributions to Beneficiaries Under Article VI of Will: (Residuary Beneficiaries) The First United Methodist Church of Carlisle 1/5 Residue 8/21/03, 5,000; 12/6/04,3,800; 3/23/05,2,000 10,800.00 The United Methodist Church of Mt. Holly Springs, P A 8/21/03,5,000; 12/6/04,3,800; 3/23/05,2,000 The Amelia S. Givin Free Library ofMt. Holly Springs, P A 8/21/03,5,000; 12/6/04,3,800; 3/23/05, 2,000 Charlene M. Shearer 8/21/03,5,000; 12/6/04,3,800; 3/23/05,2,000 Alice L. Beers 8/21/03, 5,000; 12/6/04,3,800; 3/23/05, 2,000 Total Distributions to Residuary Beneficiaries Under Article I of Will: 8/21/03 Joan Spire 8/21/03 Henry Spire 8/21/03 Nancy Early 8/21/03 Jay Byers 8/21/03 Pat Varano 8/21/03 Donald Stitt 8/21/03 Shirley Hoover 8/21/03 Miriam Weaver Total Under Article II of Will: 8/21/03 Robert and Polly Hench Under Article III of Will: 8/21/03 Linda Long 8/21/03 Beth Ann Eppley Under Article IV of Will: St Johns Lodge No. 260 of Carlisle, Masonic Center Under Article V of Will: (Charitable Trust) F&M Trust Company, Trustee 12/6/04, $50,000; 8/1 0/05,4,557.25 Total Partial Distributions to Beneficiaries 6 $ 625.00 625.00 625.00 625.00 625.00 625.00 625.00 625.00 $ 5,000.00 $ 2,000.00 1,000.00 5,000.00 500.00 54,557.25 1/5 Residue 10,800.00 1/5 Residue 10,800.00 1/5 Residue 10,800.00 1/5 Residue 10,800.00 $ 54,000.00 $122,057.25 Receipts of Income Interest Income: FY 2003 FY 2004 FY 2005 FY 2006 Total Interest Income $ 121.31 307.67 47.74 $ 476.72 Disbursements of Income Pennsylvania Fiduciary Taxes: 2003 @ .028 (PA-41) 2004 @ .0307 (PA-41) 2005 @ .0307 (PA-41) 2006 @ .0307 (PA-41) Total State Fiduciary Taxes $ 3.40 9.45 1.47 $ 14.32 Executrixes' Commission on Interest Income Alice L. Beers Charlene M. Shearer Total Commission $ 11. 92 11.92 $ 23.84 Total Disbursements $ 38.16 Balance of Income Before Distributions $ 438.56 Distributions of Income to Beneficiaries -0- Income Balance on Hand $ 438.56 Combined Balance on Hand $8,135.82 (1) (1) Includes positive adjustment to reconcile calculated balance of principal and interest with actual bank balance available for distributions. 7 Proposed Distributions to Beneficiaries Final Distributions under Article VI of Will to Residuary Beneficiaries: First United Methodist Church of Carlisle United Methodist Church of Mount Holly Springs Amelia S. Givin Free Library Charlene M. Shearer Alice L. Beers Total Proposed Distributions 8 $ 1.627.17 $ 1.627.17 $ 1.627.17 $ 1,627.17 $ 1,627.17 $_8,135.85 ALICE L. BEERS and CHARLENE M. SHEARER, Executrixes under the LAST WILL AND TESTAMENT OF KATHRYN W. STITT, DECEASED, hereby declare under oath that they have fully and faithfully discharged the duties of their 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 their knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the estate have been paid. aLL ~ed:' - i3--<~'7-'J--;' !}:'-jb:<-. ALICE L. BEERS, Executrix ~m'~L CHARLENE M. SHEARER, Executrix Subscribed and sworn to by Alice L. Beers and Charlene M. Shearer before me this Zt.-"(1ay of O'VL-l__ 2006. (>~:;~i;;;:~. ~/(~~?~ NotaryPub~ NOItIIW.IIAL WIlMM S IWE.S Noay N:IIc CAIIaE 1IOIOUl'aH. CUt1nr .Afl)COUNIY _CGft_:1Jl~""Oct 19. 2001 9 ~ ..... (') t-' ~ to C I"" 0"'.... .... 0 01.... 1-'0; i!l z "'rj ~ c:: J'1tr1~C12 ~t"" "O~:>:. tT1~ Z~!J!fa""'" pj~ ,., IJ) V ~ ~~>-1>IX"O ~~~~ t;;~ < IJ) tT1 ... ~ CIl ,., t-' > ~ ....~tI1C1l Zoo :> trI c:: ~ ..... trI ~ tT1 ... >-j 0 tIj t-' ~ ~ CIJ CIJ o z '"' ... 0..... CJ c; ..... pj tT1 ~. 5' S CD 0 g. - '1 ol~ (')~ '"' . i 3'c;~ fl~f! -' ii~l:c; Jil} \ ~Jllfl!'!i I i i.i~~ . ~8'! ~Iif r .Ji:il ~& ~ ~ < t ~o iQ" 1'< c;5~ ~Q.Sl::Jc;:f~- ::n 1II :r co - _ 0.. :::r (') -. Q) -. == - (I k iii' 3 ... ~ (I) ,.., ~ :?J .<ll)"O:::J~O'(,):J . ::J (!) _ ::I. C (II co 00~~' 0 ?:J -~ II :1 ;.~ Jj, !l ... f!f!l 'il~l,aJ d,llS t I ~~. :lill,l!l,i 'l'Jj ,1.9- .~ ~ I 'a 2. fill ~ : ihld:: ~i5 .~f} a~~i~ ~ -Ill CDO-2' lJ o~ .ID9 .~ - ~ ..... () r< ~ to r< ~ 0..... ~ 0 I) > ~ [a z "rj ~ 0 t'l1tt1__rr'l ~ ;; ~ ~ ':'1 tIj t"" t'l1f:l~1-l ::o~ Z "'I (/) '-' .... ~~>-1>I~O ~~~~ tJ~ -< (/) tIj H ~CIJ"'Ir< >~ ~~t:DCIJ ZOO ~ tt1 c:: ~ ..... tt1 t= tIj .. "'I tl tIj H- ~ zCIJ rh o Cl D ' S c:: ..... ::0 tIj 1 ~I~ .8!l'i i 5.6'1 f'~< -' ::. ~ J~j \~Jlf,luh I i ~i~~ . ~e"!. 'Iif ~ gi: il !i: ?i~< t -g. i~3f'<5i;: ~S2.g,~5:f~- :fl. 1>> ::r IC 0. ::;r (') -. ~ -. E! Qt ca i>>' 3 ... ~ Qt (')"2.. :!!l k .<~~. ::J~o~s: . ::J... O::i3.<DCO ~ (b 0 =,:J -.;, g tl'f - e ~ 5. Ol-!. 0 - c - 0."1.0 ..:-c <-~~. crill=- c: 0- , III 0 c: ~.'U - I.~_O 0- t ..... , ::re=- I . 0. ~~il G.-; ~ .-7 __ .sIP ~ ~ ;1 , I !l ... ,!!.! til~f,~j if,flJ t I ~:;i!!i!ill ~~ ',J~'i.!l ;f I I I' ~ lljl!J~l ~ i ~::Jl!. oi.o 5 - J3 ii!!_i; g. ::~ 1II0ai'9' m 0 - . BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ;:Cr'("j;:ri!:l: ':'~!l~"ANCE TAX , 'H ~~.-,&TpjrJ:MeNT OF ACCOUNT . REV-1607 EX AFP (03-05) t'H1i\i" LU;,Jd \D \0: 0 l~ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 06-19-2006 STITT 05-07-2003 21 03-0416 CUMBERLAND 101 Amount R_Hted KATHRYN W WILLIAM S DANIELS HUMER & DANIELS 1 W HIGH ST STE 205 CARLISLE PA 1 013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit 0 your account, sub.it the upper portion of this for. with your tax pay..nt. CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS +-- REV-1607 EX AFP (03-05) ... INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF STITT KA HRYN W FILE NO. 21 03-0416 ACN 101 DATE 06-19-2006 THIS STATEMENT IS PROVIDED TO ADVIS OF THE CURRENT STATUS OF THE STATED ACN IN THE NAKED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX E, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR R CORD ADJUSTMENT: 05-22-2006 PRINCIPAL TAX DUE: 6,752.08 PAYMENTS (TAX CREDITS): PAYMENT DATE 08-04-2003 05-31-2006 RECEIPT NUMBER CD002868 REFUND DISCOUNT (+) INTEREST/PEN PAID (-) 337.60 .00 AMOUNT PAID 14/600.00 8,185.52- TOTAL TAX CREDIT TOTAL DUE 6/752.08 .00 .00 .00 BALANCE OF TAX DUE . i , i IF PAID AFTER THIS DATE, SEE R,v RSE SIDE FOR CALCULATION OF ADDITI L INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR1, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) INTEREST AND PEN. ~(1I Cumberland County - 1<.eg~Sl..eL V.I... vU-"-.J-'-' One Courthouse Square Carlislel PA 17013 phone: (717) 240-6345 (~ ---j ~CJ ") r' ' Date: 4/24/2007 SHEARER CHARLENE M en ~....._l 226 HOGESTOWN ROAD MECHANICSBURGI PA 17050 RE: Estate of STITT K WINIFRED File Number: 2003-00416 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 19921 the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/07/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report I please disregard this notice. Sir~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel C?;,jJ cumberland County - ReglsCer UL w~~~o One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/24/2007 r."<-; ........('\ ~.~) BEERS ALICE L en _-1 25 CLIFTON TERRACE CARLISLE, PA 17013 RE: Estate of STITT K WINIFRED File Number: 2003-00416 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/07/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~J Cumberland County - Ke9io~C~ v. One Courthouse Square Carlislel PA 17013 phone: (717) 240-6345 Date: 4/24/2007 r....-J DANIELS WILLIAM S ONE W HIGH STREET STE 205 r,) CARLISLE I PA 17013 01 -.J RE: Estate of STITT K WINIFRED File Number: 2003-00416 Dear Sir/Madam: This notice is to serve as a reminder that the StatuS Report by personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES. NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1. 1992. the personal representative or his counsel. within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/07/2007 please feel free to contact this office with any questions you may have. If you have already filed your Status Report. please disregard this notice. Si1J;1'~~ Glenda Farner strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) \ C{;Y , I.: ( Pac O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF C LA ~ 5E'RUt Ai 1:> C01JNTY,PENNSY"L VA.N1A Name ofDecedent: J{ (If H (1"7 rJ u). 5:trt . Date of Death: ,5' - 7 -- :;2. f) 0 :> , It d Yl'\ ; ~ ~..5-t '~~+"r o,j A) 0... File Number: 2. / /) 3 - 0 t.f II- ~ ).Db;,....OOLt)l.~ Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. Stat~ whether administration of the estate is compl~te: . . . . . . . . . . . .. . . . . . . . 'eYes DNo 2. If the answeris No, state when the personal representative reasonably believes 'that the administration will be complete: b. The separate orphanS' Court No, (if any) for the personal ' representative's account is: c. Did the personal representative state an accgunt ' ' infor,mallyto th,epardes in interest? .'...,'"...,.,',.,............... .Yes DNo d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk 'ofthe Orphans' Court and may be attached to this report Dale Lj-7.7-07' ~ r;;e. ~ €y.ea,ulR.ly. Signatun-of PenDn Filing this Form c-'J Capacity: gPersonal Representative C1Counsel It Jic~ L.r3'E~R.S Name of Penon Filing this Form 2.5 C Ii f-hrJ 1i~R.ftc~ CA",/lsle) fir. !7IJ/S- f 7/7 - 7--+3 -v 1&6' ("'"" Telephone A.ddress C) ('J r-- c,-:::> ~) C'-"_' Form /?W.JO rell, JO.J3,06 \) 01\ Pac O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF c;//n~r4- j C01JNTY,PENNSYLV.A..NIA Date of Death: ,.q;l/ 7' r) 1<" ~r/;{ji?/<'~D File Number: A4 c;::J~ '?, ,,-. r;J L/ /6 Name of Decedent: pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is ~l~te: . . . . . ... . . . . . . . . . . - . - XfYes D No 2. If the answeris No, state when the pers01ial 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 fiDa1account with fue Court?- . - - - - . .)![y es 0 No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an accgunt . . . infOI)!l3l1y to the parties in interest'? __ .?~r. C?!?tf 'l.~'2-_<' - . - - Bl.Yes ONo . . P7/Z&>'7<<-/?^"~J ~~'--../r. 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 . report. Lj-2~~? ~ /;:jI.~~~- sign.a.tun..DfPenOn Filing this Form . Dale ~ Dporsona! Represen,;,tive ~oun"l , 5. ~n/ll/e-<5 Name of Penon Filing this ~ ..' .L &U- ' C;/T ,~r I [;j2, ;J03- Address {) - . r~/~} /_?7/~3 ?-lr-2LE- ~383) Telephone - :n N e"'") Li_ r- ("j FO/111 R W.I 0 I'e". iO.I3.06 ~ Pa. o.e. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF (' U h1 buL~P COUNTY,PENNS"'r'L V.A.NLA. Name of Decedent: W/~I ~r< -(.. /) .S 1-. ',1-';- k.<r I;' f2 't ,IV is j' f-,'ff :2tJ05 -807'/" Date of Death: 6"/1 / I I File Number: Pursuant to Pa. a.c. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1 1. State whether administration of the estate is complete: . . . . :. . . . . . . . . . . . . .. .EdY es 0 No 2. If the answeris No, state when the persorial 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 finaliccount with the Court?- . . . . . .. ~es DNo b. The separate OrphanS' Court No. (if any) for the personal . representative's account is: c. Did the personal representative state an accgunt infi 11 th .., ? DY or;ma y to .e parties m mterest. ,......................"........ es ONo d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk 'of the Orphans' Court and may be attached to this report. 'Date :f/ I /J 7 ' / I ~7 . ~. o ~v' . ~ 'W ()~ t^JY"1 ~ r~/ / ;{v 1 Signature-D!Per&on Filing thU Form Capacity: Jdfeisonal Representative D Counsel (!j'-I./P/U rd/v ~ - Name of person Filing this Form ;?,1(, ,~~_.~a" Addrcs P7.e.-d,~j~ /A". /~#J-O , .11.j ~~lb .,.ii, ~~J) " ::,"~~' . ........ =\",-.'; ):,d.-j \:.__1 rC'7l\!.l f,'-t ,.J _l _.. . 'i..~ ~ ,,"T> ~.J l' w '0 [0,"" RW./O I"e". /0.13.06 \.\\\