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Home My WebLink About04-0916 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Carolyn C. Osborn No. ~I-Cl cC/lll also known as To: Register of Wills for the 552- 34-05 O'S Deceased. County of C"m],Qr13na in the Social Security No. Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the exccut r ix named in the last will of the above decedent, dated J a n u a r y 11 , 19-'l.iL- and codicil(s) dated Original Executor, George K. Osborn. d i erl Apr; 1 "~ I 1 9 9/, . Carolyn L. Osborn is repl,qC':p.mpnt Fx P r 11 Tn r (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at 632 Bel v e d ere Street Carlisle Borough, Cumberland Countv~ FA (list street, number and muncipality) Decendent, then 7 4 years of age, died October 5 , 2004 ,XJ.~x at Hershey Medical Center, Hershey, FA Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: $~OO~ CJCJ (If domiciled in Pail 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 Peg~s21vani1 $4Y, uuu. uu situated as follows: Be v e d ere Street:; Carlisle, FA 17013 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters t est am e n tar y (testamentary; administration c.La.; administration d.b.n.c.t.a.) theron. " //-'-, ~. U C " ~3: C/-tc d"- __, " " ~-- ---_.--- - ---.-- 0<" Carolyn c L. Osborn -00 c';: 3761 <\1.;: Hadison Lane 3tt H'r111 ~ r.hllrrn) \1 A ) ') nl11 "~ ~ 0 ;;; c " Vi OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1 COUNTY OF CUl-IBERLAND J S8 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 ~-~ ~~ '" ?efore me this {i _cc" /;C> < , QQ' , - r"rnl ",,', -~)d,nrn " '" I " -, " I 2 No. iJ,1-04-0Cflu Estate of CAROLYN C. OSBORN , Deceased DECREE OF PROBATE AND GRANT OF LETTERS ~. () 2004 xlil1L-, in consideration of the petition on AND NOW Ii ,- I h the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated 1-11- J q (Il) described therein be admitted to probate and filed of record as the last will of Cerolyn C. Oshorn , and Letters res tamentarv are hereby granted to Carolyn L. Osborn i ttrlU ()JJ11 ' U{ Probate, Letters, Et:'EES . ... 5~ Register of Wills (21-1 L?~Lftf:tz Dale F. Shughart, Jr. P !r~ Short Certificates( )...... ... 5 (0 L L AITORNEY (Sup. C<. J.D. No.) 19373 . llenuRciat;6J: .Nt) :. . p .. 5 '), I. (1 (l 35 E, High Street, Suite 203, Carlisle, ~TC 5 Inn () ADDRESS FA 17013 TOTAL _ $1117 DO ( 717) 241-4311 Filed.................................. . PHONE ,Ai ., ~'._?. ~tu..&.-t"~~ ;:) r- d .l!:J j U OCT 8 2004 -- 1-I105.1~4Re'. 1191 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS TVPE/PRINT CERTIFICATE OF DEATH " (Coroner) PERMANENT ST""'""_"NU"'''~~ BLACI<INK NAMEQFOECEDENT{F"stM'ddle,Las\J '" SOC:AL SEGuArrY NUMaER DATEOFPE.o;r}j(Mcnth.Day,Yo",: Carolyn Osborn ~,Fema1e , 552-34-0508 .~,- October 5, 2004 , UNDER'YEAA U~OER 1 DAY DIITE'Of'BIRTH BIRTHPLACEICI:y""o PLAGEOFDEATHIGhockonlyooo "",;nS<rUCt;on,onoth"'~""1 Day. -Ko,'", l.'ln,rt.. (Mor,"'.Jo..Ye.l" Sto,"O'F"'..g."c;.,u~try: ffOSPrTAL San Inpa'i."':z:j EAiO""",'i.n',.J Ottlor" 7.Francisco, CA .. IS""",i:y!w _ACILlTYNAME.:llno',n"'''ulCt',g,,,,,,''.o'andnu'l'bc<! RACE.AmeocanlndlOn,BI'''"Whil.,eto (SpBoi'Y) White k Derry Twp. Hershey Medical Center " DEC8JENT'SVSlJALOCClJPATION KlNDOFeUSINES~IINDUSTAY "ARITAlSl~;'JS.M.nied SUIlVIVI"<GSPOUSE 12r:''M,"f"gI,r.:~od~.u~r:~:;;,''f N""erMarrl&d,WI_. {If_,g.""mo;_",me: , D<VQrced(SD!!C;"" H emaker 111>. Own Home , u, Widowed ".. D~CEDCNrSM""L1NGAOORESS(srrO@l.C"YIT""'n,~t.lo.zjpCode! DECEDENT'S PA 17".0 ""s, deoedonllMld In 632 Belvedere St. ACTUAL 17&.SI.to 00 ~ RESIDENCE de<:e~nl Carlisle, Pa 17013 (s...in"'ruCTHJn< liveino <notl1",~.,., Cumberland loWn.h;o' l1d.cx~~~~C:\;=Qf cnrlisle " ,7b,c;.,un cotyiWro Fp;J'ffER'SNMI!;I";,....Mdd\e.Las'1 ~THER'SNAME[fir"'."';dOle,Mojd.nSUmllm.1 J ,g. Lucille Schettler INFOA"'ANT'SMAILlNGAODAESS(S',""',CitylTow~,S"",zjpCMaI Carol 3761 Madison Lane, Falls Church, VA 22041 PlAr.EOFDI.'lPOSITION_N.",oofC.""",,<)'.C,.m.tc<)' lOC,o;r"ION.C;ty,'To""',S""',,Z;pCodo A&mO"OIFromS'M.[J "rO'h.,PL."e 2004 2f~orktowne Cremation Serv. 2'd, York, Pa 17404 ~ liCENSE NUMBER NAM~ANOADOAESSOFFACIUn- Hoffman Roth ~nera orne iI 010343 L ~2c. 1e Pa 17013 lICENSENUMBEA DMESIGNED (Month. Oay. "'",;- n~ ~c DATEP~.ONOUNCEOOCADIMontC,~.y,\\w; WAS CASE R{:RflEIl ?f.EDlCAl EXAMINERlCORONER? ~,. 10:43 AM 2'). October 5, 2004 26, .~(f. r..-IXJ NoL: " V. PAATI, En,.,tharl_.~, "'Iuri...'" comp.c:ation._c~ caugedI~' _,~. Do naloO'o,tho"'ooool<lylnQ. .uCh os Clirdia<:or'ospira'o<)' 'rf9S\..hoc'o' o.."I.il"", :A.pproximatO PARTII; OtM,'ign",contconrliMn.o:x-rttibuIinQro_Ih.1>uI U<tonlyon.""u..on..ohlin. ,lntBMllbotw..n nO'.'osuI~ng'nlh.u_~yIngoau'.9"'.n'nFl'.ml ion<elanddeatn Complications_ Of Pulmona Hemorrha e DUElO(ORASACQN$E'QlJE'NCEOC) Bronchoscopy OUETO(()RMiACONSEOUENCEOFi OUETOIORASACQNSEQ,JI,NCEr.F1 " , WERF.:AIJTOPSYF'NDINGS MANNEROFDE.<fH OIITEOFINJURY AVA"-"AtFPA'OFlTO rMonIC,::Jo.."""'! r.O~PLETIO~OFCAUSE [gJ [J OFDEJIJl-1? N.tu,.1 ffOm,,,,de ~W '" [J Aumen' [J PondingJn._ig.oon CJ .. 301>. r -,PL/lCEOFINJURY-A'h"",e,fa,m,otr"',fac!o'l',oIliCO s"","",, Could no' be de!.<miO<>d .~ bu~dFng,e'c..IS"","'! 'h. o.'. . ,.. ~. CEFlTIFlER(CI>_onl'''''''i SIG.NATURE)- DTITl~OrCCFlTIFIE 'CEAnFYINGPtiYSICI-"N(phys<d.r,c.~i.,..,g""u..oldea!h""'@nBf1oth",physici"nkasp'onouncerl,,,,,:hMCOOOJpI<',,dltem2!: [J ". /,~t;#/' 1& ,Ch_~?f Deputy_ Totlo.b".llofmv.no_9.._oc"".-:ld""to_eouoe(.).ndm.n"".-............ .PRONOUNClNG/WDCERTIFYINGPHYSICIA,NWnyslOanOOtn~ronC<lrcingd"""'.ndc""'!yinglcoau,.o'dea,"; _ ~iCENS~ ~:1lE ' . " 31d. October?,2004 Toth._ofmyl<nowledg.._Ih<>CCu<t'B<l.,~,.tlm..d....Ondpl.C<I..nddu.totl>ctCBUoo(s).nd""'n"""...~. ,--'lie, NAMEANDA,DDRESSOFPERSOOWHOCOMPlETEDCAUSEOFDEATH II~m~7)lYp"orPrinf PattyJ. Garber .MED1C,uEXA,MINERlCORONEA On the bUl$Qf e~_mrllon ~nd/or Invesllg8tlen, In my eplnlon. dum oceum>cl Bttlfetime, ""'., 800 pi""". and du..lo ,n@eo"...(.).nd K: 1271 South 28th Street m.nn....Usl.led.. PA 17111 31., ". Harrisbur REGlSTRAR'SSlQN,o;ruREANDNllM8ER C1. (,2~&..t;;~ hi, \ ,"", \ ,01 CI""''''cEO(Monlh,Ua"Y. ". LAST WILL AND TESTAMENT OF CAROLYN C. OSBORN I, Carolyn C. Osborn, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke all Wi 11 s and Codicils previously made by me. ITEM I : I direct that all my legally enforceable debts and funeral expenses, including all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administrat.ion of my estate. ITEM II: I bequeath any automobiles or motor vehicles I may OVJn at my death, my personal effects, such household goods if any as may be my individual property and not the property of my husband and me, and other tangible personal property of like nature (not including cash or securi ties) , together with any existing insurance thereon, to my husband, George K. Osborn, providing he survives me by thirty (30) days. Should my said hllshand predecease me or die on or before the thirtieth day following my death, I bequeath such tangible personal property and insurance thereon to my daughter, Carolyn L. Osborn. ITEM III: If my said husband survives me (and for the purpose of this Item III, I direct that my said husband shall be presumed to have survived me unless it appears unmistakably that he predeceased me) , and if the Federal Estate tax falling due because of my death will be reduced by making th is gift for his ./ I r .' .~_~.':::'- c ,'. _-<~'_ . ,,_ '-<, >-:,,:':;;-,_ c(t......._.t <.__/ /;' ) benefit, I devise and bequeath to my said husband, absolutely, the least amount of assets in my estate that qualify for the marital deduction as will be sufficient to reduce the Federal Estate tax to the lowest possible figure after taking into account the unified credit and all other credits and deductions available to my estate for Federal Estate tax purposes. Accordingly, I direct: A. If the marital deduction, or any similar benefit available under the Federal Estate tax law in effect when I die, is allowable with respect to any property, including property held by the entireties, which my said husband has received prior to my death or at my death will receive otherwise than pursuant to this Item III, the value of such property shall be taken into consideration in calculating the size of the gift under this Item III. B. No assets nor proceeds of any asset ineligible for the marital deduction, or any similar benefit, and no assets nor proceeds of any asset with respect to which any tax credit or deduction shall be available because it shall be subject to both Federal Estate and Federal Income taxes (except to the extent that such allocation is necessary to reduce Federal Estate taxes in my estate) shall be allocated to the gift under this Item III. C. Cash, securities and other property, including real estate and interests therein, may be allocated to the gift under this Item lIT. D. Any property included in my estate at the time of my death and allocated in kind under this Item III shall be valued / i , -- :-;.-;( t./~","":;'< _\~ e:""- /('''_n_-<: ,-__// for that purpose at the value thereof as finally determined for Federal Estate tax purposes; provided further, that the aggregate fair market value of such property, including cash, on the date or dates of allocation to the gift under this Item III, plus the value as finally determined for Federal Estate tax purposes of all other property qualifying for the marital deduction, shall amount to no less than the value of the mari tal deduction as finally dctcrnlined for Federal Estate tax purposes. E. If any provision of my last ~Ii 11 shall result in depriving my estate of the marital deduction for Federal Estate tax purposes, such provision is hereby revoked, and my last Wi 11 shall be read as if any portion thereof inconsistent ~]i th the allowance of the marital deduction for Federal Estate tax purposes is null and void. ITEM IV: I devise and bequeath the residue of my estate of every nature and wherever situate, including any property over which I shall have any power of appointment, to my Trustee hereinafter named, IN TRUST, for the following uses and purposes and subject to the following terms, conditions and provisions: A. My Trustee shall pay all of the income therefrom to my said husband during his lifetime in such periodic installments as he and my Trustee shall find convenient, but not less frequently than quarter-annually. B. My Trustee shall be fully authorized and shall have the sole discretion during the lifetime of my said husband to pay to him or to expend for his benefit so much of the principal of i . , I ~-::;:J ..",.{>'., f-7- ''>-=-. , \:_ -' ~.- f:'~-' -L.,- /" , the Trust as my Trustee shall deem necessary or advisable from time to time for the support, health and medical care, and maintenance in reasonable comfort of my said husband, taking into consideration all other income and other resources available to him for such purposes from all sources known to my Trustee. C. In addition, my Trustee shall be fully authorized during the lifetime of my husband, with his written consent, unless he shall be incapable of giving such consent, to pay to him, or to expend directly, for the benefit of my father and/or my mother, John Craig and Lucile S. Craig, and my husband's mother, Alice S. Osborn, so much of the principal of the Trust as my Trustee, in its sole discretion, shall deem necessary or desirable from time to time for the support, healt.h and medical care, and maintenance in reasonable comfort of my parents and my husband's mother, taking int.o consideration all other income and other resources available to them for such purposes from all sources knOVJD to my Trustee. D. In addit.ion to the above provisions, my said husband shall have the power to direct my Trustee to pay to him or to apply out of the principal of t.his Trust in each year, including the year of my death, an amount not. in excess of the greater of Five Thousand ($5,000.00) Dollars or five (5%) percent of the then aggregate value of the principal of this Trust. This power shall be non-cumulative and my be exercised only by an instrument in writing signed by my said husband and delivered to my Trustee. ~ " ; , . '" ..~,. - ~ ,'. .... " -- E. Upon the death of my said husband, or upon my death if he predeceases me, this Trust shall terminate, and the then remaining principal and any accrued or undistributed income therefrom shall be paid over, conveyed and distributed, discharged of the trust, as follows: (i) Unto my daughter, Carolyn L. Osborn, provided she shall be then living. (i i) Should my said daughter be then deceased unto her then living issue, per stirpes. (i i i) Should my said daughter be then deceased without then living issue, unto my first cousin, Jean (Sheena) Dunlop, should she be then living. ( iv) Should my said daughter be then deceased without then 1 iving issue and should my said first cousin be then deceased, unto the then living issue of my said first cousi.n, Jean (Sheena) Dunlop, per stirpes. ITEM V: I appoint Farmers Trust Company, of Carlisle, Pennsylvania, Trustee of the trust created under Item IV. If my Trustee shall merge with or be consolidated with another corporate fiduciary, such corporate fiduciary shall succeed to all the duties and to all of the powers, including discretionary powers, herein granted to my Trustee. ITEM VI: The following provisions sha 11 apply to the Trust created under Item IV, above: A. In case the income or any discretionary payments of principal become payable to a minor, or to a person under legal j .-; ... '>.-"". \.~ / ;" ,-,~ / di sabi li ty or to a person not adjudicated incompetent, but who, by reason of illness or mental or physical disability, is in the opinion of my Trustee unable properly to administer such amounts, then such amounts shall be paid out by my Trustee in such of the following ways as my Trustee shall deem best: ( 1 ) Directly to such beneficiary; (2 ) To the legally appointed guardian of such beneficiary; (3 ) To some relative or friend for the support, health and medical care, and educati on of such beneficiary; or (4) By my Trustee, using such amounts directly for such beneficiary's support, health and medical care, and education. B. No beneficial interest under the Trust, whether in income or principal, shall be subject to anticipation, assignment, pledge, sale or transfer in any manner, nor shall any beneficiary have the power to anticipate, encumber or charge such interest, nor shall such interest, while in the possession of my Trustee, be liable for or subject to the debts, contracts, obligations, liabilities or torts of any beneficiary. C. Any income, accrued or undistributed at the termination of any estate or interest, shall be paid by my Trustee as income to the persons entitled to the next successive interest in the proportions in which they take such interest. ITEM VII: All Federal, state and other death taxes payable because of my death, with respect to the property forming my gross cstate for tax purposes, whether' passing under' this Will or otherwise, including any inter'est or penalty imposed in connection { , / ~ ,~. L ..__ I . .. -,,_ , '--'. . ".-- with such taxes, shall be considered a part of the expense of the administration of my estate and shall be paid out of the principal of my residuary estate under Item IV hereof without apportionment or right of reimbursement. ITEM VIII: I appoint my husband, George K. Osborn, Executor of this my last Will and Testatment. Should my said husband fail to qUillify 01' cease to act as Executor, I appoint my daughter, Carolyn L. Osborn, Executrix of this my last Will and Testament. ITEM IX: I direct that all fiduciaries acting under this Will, whether or not named herein, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this 1/'1 day of January, 1990. .. / .I ,/ / ,; , / [SEAL] -:-'V-' ,... / . ;..,>..-';. ... '-..:.", ./. ~... ~, ..)-- The preceding instrument, consisting of this and six (6) other typewritten pages, each identified by the signature of the Testatrix, WilS on the date thereof, signed, published and declared by Carolyn C. Osborn, 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. JL- ..- '\ ' /' , i - - ! / i ~ 1/' . I ' I ./,-/;l ~, /\ I. f,! .-;i," ,,/,/,'-_c_ ,~ , . , J j COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : We, Carolyn C. Osborn, Dale F. Shughart, Jr. and Mary M. Price, the Testatrix and the witnesses, respectively, "Ihose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each ot' the witnesses, in the presence and hearing of the Testatrix, signed the Vii 11 as witness and that t.o the best of hislher knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no co!)straint or undue influence, .--0- ;. (I: {, ;.-:rc.<":/: (,- J .-./..'-,. // _ '_ ~ _J T~_~,tatrif_' .f\>J~ ")//f!-1 ~>./ \ / wi tness ( /1 Tit" I, :/--i.?--<-~-- v . .-! Witness j Subscribed, sworn to and acknO\~ledged before me by Carolyn C. Osborn, the Testatrix, and subscribed and sworn t.o before me by 1"'1. Dale F. Shughart, Jr. and Mary r~ . Price, witnesses, this (i'~day of January, 1990. &~>, /~;tt~L. Notar Pub', 1C CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Carolyn C. Osborn Date of Death: October 5, 2004 Estate No. 21-04-916 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 October 20, 2004. Name Address 1. Carolyn L. Osborn 3761 Madison Lane Falls Church, VA 22041 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Dace, Decober ", "" ~: ,~~~ Dale F. 'hug~r ~ 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Capacity: Counsel for Personal Representative Carolyn L. Osborn M s~.? 'O;;;:T e_ o N f-- C_'1 c.::::.:, "" p -.- d' ,.,.; ..._~ o . IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Carolyn C. Osborn, deceased Estate No. 21-04-916 TO: Carolyn L. Osborn 3761 Madison Lane Falls Church, VA 22041 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Carolyn C. Osborn, died on the 5th day of October, 2004, at Hershey, Dauphin County, Pennsylvania. The Decedent died testate. The personal representative of the Decedent is: Carolyn L. Osborn 3761 Madison Lane Falls Church, VA 22041 Phone: 571-280-3568 The will has been filed with the Office of the Register of wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013 . Phone No. 717-240-6345. A copy of the will or Petition may be obtained by contacting the Register of wills and paying the charges for duplication. Date: October 20, 2004 Dale F. Shughart, Jr. Attorney Supreme Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Capacity: Counsel for Personal Representative Carolyn L. Osborn COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERIT ANCE AND EST A TE TAX OFFICIAL RECEIPT NO. CD 004794 OSBORN CAROL YN L 3761 MADISON LANE FALLS CHURCH, V A 22041 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold ~--------- .------- 101 I $54,150.00 ESTATE INFORMATION: SSN: 552-34-0508 I FILE NUMBER: 2104-0916 I DECEDENT NAME: OSBORN CAROLYN C I DATE OF PAYMENT: 01/03/2005 I POSTMARK DATE: 01/03/2005 I COUNTY: CUMBERLAND I DATE OF DEATH: 10/05/2004 I I TOTAL AMOUNT PAID: $54,150.00 REMARKS: C L OSBORN CHECK# 1026 INITIALS: VZ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV.,500EX+(fi-W . *' REV-1500 il C>FFICIAL. USE ONL.V I -r, , COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN FILE NUMBER DEPARTMENT OF REVENUE RESIDENT DECEDENT 21 04 916 DEPT 280601 HARAISBURG.PA 1712&0601 COUJIiTYCODE YEAR NUMBER DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Osborn, Carolyn C. 552-34-0508 .... z DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE w Q w 10/05/2004 04/05/1930 REGISTER OF WILLS 0 w Q (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 181 1. Original Return o 2. Supplemental Retum D 3. Remainder Return (date of death prior to 12-13-82) w .... D 4. Limited Estate D 4a. Future Interest Compromise (date oJ death after D 5. Federal Estate Tax Return Required ~SU) oa:~ 12-12-82) wQ,O 181 6. Decedent Died Testate (Attach copy D 7. Decedent Maintained a Living Trust (Altach 1 J:OO 8. Total Number of Safe Deposit Boxes oa:...J Q,lD of Wi Ii) copy of Trust) Q, D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) <l D 9. Litigation Proceeds Received D 10. Spousal Poverty Credit (date of death between NAME COMPLETE MAILING A DRESS .... Dale F Shughart, Jr, Esquire z w FIRM NAME (If applicable) 35 E. High St et, Suite 203 0 z 0 Q, TELEPHONE NUMBER Carlisle, PAl 013 717/241-4311 1. Real Estate (Schedule A) (1) 24 ,000.00 or.JLY 2. Stocks and Bonds (Schedule B) (2) 72 ,161.99 (- 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None ....-_.- ...."-'. 4. Mortgages & Notes Receivable (Schedule D) (4) None 5. Cash, Bank Deposits & Miscellaneous Personal Properly (5) 38 ,194.15 (Schedule E) ~-" " -..',.", 6. Jointly Owned Properly (Schedule F) (6) None .-.-,'- z o Separate Billing Requested I ., 0 Cr.,) r:: 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (7) 6 ,044.73 ~ :::> (Schedule G or L) .... ii: 8. Total Gross Assets (total Lines 1-7) (8) 1,419,400.87 <l 0 w 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 5 ,308.84 a: 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) ,458.87 11. Total Deductions (total Lines 9 & 10) (11 ) 67,767.71 12. Net Value of Estate (Line 8 minus Line 11) (12) 1,351,633.16 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has ot been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 1,351,633.16 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) - z 1,351,633.16 .045 (16) 60,823.49 0 16. Amount of Line 14 taxable at lineal rate x r:: ~ :::> Q, 17. Amount of Line 14 taxable at sibling rate x .12 (17) :Ii 0 0 )( 18. Amount of Line 14 taxable at collateral rate <l x .15 (18) .... 19. Tax Due (19) 60,823.49 Copyright 2000 form software only The Lackner Group, Inc. Decildent's'Complete Address: , STREET ADDRESS 632 Belvedere Street ~-- - - - ---.--- CITY Carlisle ST TE PA' ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1 ) 60,823.49 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 54,150.00 C. Discount 2,850.00 Total Cred s (A + B + C) (2) 57,000.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/ enalty (D + E) (3) 0,00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT (4) Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 3,823.49 A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) 3,823.49 Make Check Payable to: REGISTER OF WILLS, GENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" I THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;."."""......."....".".".."",.".... """"..".".."."...""."" ~ I b. retain the right to designate who shall use the property transferred or its income; .............",.""",.....".." c. retain a reversionary interest; or".."".""..""....."""..""."".",........."""".""".."". ""..".""."..."".."..."" d. receive the promise for life of either payments, benefits or care? ".."".""""""..... .."."."."""."..."."""" 2. If death occurred after December 12, 1982, did decedent transfer property within on year of death without ~ receiving adequate consideration?............................"...,.."""",..,..... """""".......,....,."., ..............""."",......".. 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at 's or her death?,,,.,,,,. 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate pro erty which ~ 0 contains a beneficiary designation?.. ."..,.,.........................".., ."."" """..""...."...........,.", ",.............."....",.,...... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHE ULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the bes 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 prellarer has any knowledge. SIGNAIUR~__QF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS . DATE ~ arolyn L. orn 3761 Madison Lane It-130~ Falls Church, VA 220 1 OR FILING RETURN ADDRESS DATE ADDRESS 35 E. High Street, Suit 203 DATE Carlisle, P A 17013 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the n t value of transfers to or for the use of the surviving spouse is 3% [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 for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exemDt a transfer to a surviving spouse from tax, nd 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: Nf\vD The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or ounger al parent, an adoptive parent, or a stepparent of the child is 0% [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 beneficiar es is 4.5% 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 12% 2 P.S. 99 under Section 9102, as an individual who has at least one parent in common with the decedent, whe er by bloc 3.-Aus:r I , . " . '. SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA 'NHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Osborn, Carolyn C. FILE NUMBER 21-04-916 All real property owned sOlel~ or as a tenant in common must be re~orted at fair mark t value. Fair market value is defined as the price at which property would be exc anged between a willing buyer and a wi! ing seller, neither b ing compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with ri t of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 House and lot located at 632 Belvedere Street, Borough of Carlisle, Cumber! d County, Pennsylvania. 245,000.00 Prior deed reference: Deed Book "C", Vol. 31, Page 843, Cumberland Count Tax Parcel No. 04-22-0481-040. Value based upon actual sale price. HUD-I attached. TOTAL (Also enter on Li e 1, Recapitulation) 245,000.00 I / . . . SCHEDULE B , STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Osborn, Carolyn C. FILE NUMBER 21-04-916 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER DEATH 1 600 shares of Allied Irish Bank 34.06 20,436.00 @ 34.06 per share (CUSIP #019228402) 2 500 shares of Alltel Corp 55.42 27,710.00 @ 55.42 per share (CUSIP #020039103) 3 300 shares of American International Group, Inc. 67.25 20,173.50 @ 67.25 per share (CUSIP # 0268740107) 4 200 shares of Anheuser Busch Cos., Inc. 50.48 10,096.00 @ 50.48 per share (CUSIP #035229103) 5 200 shares of Aqua America, Inc. 21.95 4,389.00 @ 21.95 per share (CUSIP #03836w013) 6 200 shares of Armor Holding, Inc. 44.22 8,843.00 @ 44.22 per share (CUSIP #042260109) 7 1000 shares of Avon Products, Inc. 43.60 43,595.00 @ 43.60 per share (CUSIP #054303102) 8 264 shares of BP PLC Spons ADR 58.55 15,457.20 @ 58,55 per share (CUSIP #055622104 9 400 shares of Briston Myers Squibb Co. 24.23 9,692.00 @ 24.23 per share (CUSIP #110122108) 10 x dividend 112.00 Total of Continuation Schedul (s) 568,658.29 TOTAL (Also enter on line 2, capitulation) 729,161.99 I , , , . ,*' SCHEDULE B ~ STOCKS & BONDS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RES'DENT DECEDENT ESTATE OF Osborn, Carolyn C. FILE NUMBER 21-04-916 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER DEATH II 200 shares of Carlisle Companies, Inc. 65,12 13,024.00 @ 65.12 per share (CUSIP #142339100 12 300 shares of Citigroup 44.63 13,387.50 @ 44.63 per share (CUSIP # 17296710 1) 13 200 shares of Citigroup Cap IX 6% Pfd 24.88 4,975.00 @ 24.88 per share (CUSIP # 173066200) 14 200 shares of Diebold Incorporated 47.92 9,584.00 @ 47,92 per share (CUSIP # 253651103) 15 600 shares of Enron Corp .04 25.95 @ .04 per share (CUSIP # 293561106) 16 200 shares of Exxon Mobil Corp. 49.31 9,862.00 @ 49.31 per share (CUSIP # 30231g102) 17 100 shares of First Data Corp. 44.15 4,415.00 @ 44.15 per share (CUSIP #319963104)h 18 723 shares of Fulton Financial Corp 21.59 15,609.57 @ 21.59 per share (CUSIP #360271100 19 x dividend 119,30 20 1870 shares of General Electric Company 33.97 63,523.90 @ 33.97 per share (CUSIP #369604103) 21 x dividend 374.00 Page 2 of Schedule B I .. , , . . SCHEDULE B STOCKS & BONDS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Osborn, Carolyn C. FILE NUMBER 21-04-916 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER DEATH 22 200 shares ofHSBC Holdings PLC-Spons 80.65 16,130.00 @ 80.65 per share (CUSIP #404280406) 23 x dividend 130.00 24 300 shares of Home Depot 39.44 11,832.00 @ 39.44 per share (CUSIP #437076102) 25 200 shares of Intel Corp 21.23 4,246.00 @ 21.23 per share (CUSIP #458140100) 26 200 shares of Johnson Controls Inc. 57.29 11,457.00 @ 57.29 per share (CUSIP #478366107) 27 500 shares of Johnson & Johnson 57.35 28,675.00 @ 57.35 per share (CUSIP #478160104) 28 108.82 shares of Kinder Morgan MGMT LLC 41.90 4,559.0 I @ 41.90 per share (CUSIP #49455uI00) 29 5 shares of Liberty Media Inti Inc. A 34.55 172.73 @ 34.55 per share (CUSIP #530719103) 30 100 shares of Liberty Media Corp A 8.79 878.50 @ 8.79 per share (CUSIP #530718105) 31 800 shares of Microsoft Corp 28.28 22,620.00 @ 28.28 per share (CUSIP #594918104) Page 3 of Schedule B .. , . . '. SCHEDULE B STOCKS & BONDS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RES'DENT DECEDENT ESTATE OF FILE NUMBER Osborn, Carolyn C. 21-04-916 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER DEATH 32 4900 shares of Nuveen P A INVT Quality 15.02 73,573.50 @ 15.02 per share (CUSIP #670972108) 33 500 shares of Pepsico Incorporated 49.85 24,925.00 @ 49.85 per share (CUSIP #713448108) 34 400 shares of Pifzer Incorporated 31.35 12,538.00 @ 31.35 per share (CUSIP #717081103) 35 274 shares of Plum Creek Timber Co. 35,63 9,762.62 @ 35.63 per share (CUSIP #729251108) 36 400 shares of Popular Inc. 26.41 10,564.00 @ 26.41 per share (CUSIP #733174106) 37 400 shares of Procter & Gamble Co. 54.19 21,676,00 @ 54.19 per share (CUSIP #742718109) 38 300 shares of Royal Bank of Scotland 9% 27.83 8,347.50 @ 27.83 per share (CUSIP #780097705) 39 300 shares of SBC Communications Corp 27.08 8,122.50 @ 27.08 per share (CUSIP #78387g103) 40 x dividend 93.75 41 10 shares of SPDR TR Unit Ser I 113.85 1,138.50 @ 113.85 per share (CUSIP #84262FI03) 42 x dividend 4.69 Page 4 of Schedule B . , , . '. SCHEDULE B ~. STOCKS & BONDS continued COMMONWEALTH OF PENNSYLVANIA 'NHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Osborn, Carolyn C. 21-04-916 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER DEATH 43 150 shares of Starbucks Corp 47.23 7,084,50 @ 47.23 per share (CDSIP #855244109) 44 500 shares of 3M Co. 78.54 39,267.50 @ 78.54 per share (CDSIP #88579yl0l) 45 200 shares of Dnited Technologies Corp 93.93 18,786.00 @ 93.93 per share (CDSIP #913017109) 46 300 shares of Verizon Communications 41.03 12,309.00 @ 41.03 per share 47 300 shares of Walgreen Company 36.19 10,855.50 @ 36.19 per share (CDSIP #931422109) 48 640 shares of Wells Fargo 7% Cap V 26.26 16,803.20 @ 26.26 per share (CD SIP #949751209) 49 300 shares of Wells Fargo Company 60.40 18,118.50 @ 60.40 per share (CDSIP #949746101) 50 247.864 shares ofSPDR TR Dnit Ser 1 113.85 28,219.32 @ 113.54 per share (CDSIP #78462fl03) 51 365,688 shares of Vanguard Wellington Fund 29.72 10,868,25 @ 29.72 per share (CDSIP #92935102) Page 5 of Schedule B I . . . . SCHEDULE E . CASH, BANK DEPOSITS, & MIS . COMMONWEALTH OF PENNSYLVAN'A PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Osborn, Carolyn C. 21-04-916 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 DESCRIPTION VALUE AT DATE OF NUMBER DEATH I Jewelry, value based on attached appraisal of Melanie A. Marts. 2,585.00 2 Coins and currency in safe deposit box, valued based upon attached appraisal of Alyssa Loney. 222.05 3 Household goods, furniture and furnishings, distributed in kind, value based n attached appraisal of 25,136,00 Allysa Loney. 4 Household goods, furniture and furnishings, valued in accordance with actual private sale price. 1,900.00 5 Household goods, furniture and furnishings sold at public auction. 2,795.00 6 200 I Jacquar S- Type V6 Sedan 4d, value based upon Kelley Blue Book, atta hed. 21,675.00 7 M & T Bank, checking account #686972 17,496.42 Principal 17,496.23 Accrued interest ,19 8 M & T Bank savings account #015004204212093 74,437.34 Principal 74,429,19 Accrued interest 8.15 9 M & T Bank savings account #015004204212100 42,809.95 Principal 42,805.25 Accrued interest 4.70 10 Wachovia Securities Money Market Account #6405-1377 192,525.70 Principal 192,504.02 Accrued interest 21.68 II USAA, refund of homeowner's and auto insurance premiums (449.98 + 475. 2) 925.40 12 Keystone Insurance Company, refund of insurance premium 17,90 13 Value Line Publishing, refund 149.00 14 GE Capital Assurance, refund oflong term care insurance 960.66 15 First USA, travel insurance refund 17.25 16 The Sentinel, refund 26.00 Total of Continuation Sc edule(s) 1,515.48 TOTAL (Also enter on Li e 5, Recapitulation) 385,194.15 . . , . . SCHEDULE E CASH, BANK DEPOSITS, & MIS . COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY continu d INHERITANCE TAX RETURN RES'DENT DECEDENT ESTATE OF Osborn, Carolyn C. FILE NUMBER 21-04-916 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 DESCRIPTION VALUE AT DATE OF NUMBER DEATH 17 Smithsonian Institution, refund 128.45 18 Verizon, cell phone, refund 28.94 19 Comcast, refund 36.00 20 P A Department of Revenue, income tax refund. 305.00 21 Tax proration on home sale. 914.09 22 AFIC, refund of insurance premium. 103.00 Page 2 of Schedule E I . .*" SCHEDULE G ~ I INTER-VIVOS TRANSFERS & COMMONWEALTH OF PENNSYLVANIA MISC. NON-PROBATE PROPER INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Osborn, Carolyn C. 21-04-916 This schedule must be completed and filed if the answer to any of questio s 1 through 4 on page 2 is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF Include the name of the transferee, their relationship to decedent and the date of transfer. DECO'S EXCLUSION TAXABLE VALUE NUMBER Attach a copy of the deed for real estate. VALUE OF ASSE (IF APPLICABLE) INTEREST I ALLSTATE Treasury Linked Annuity Account 31,558.9 100% 31,558.91 #AC0047935A Owner: Carolyn C. Osborn Beneficiary: Carolyn L. Osborn, daughter 2 Wachovia Securities IRA Account #6408-6060 28,485.8 100% 28,485.82 247.864 shares SPDR TR Unit Ser I CUSIP 78463f103 @ 113.85 Value 28,219.32 x dividend 116.19 Money Market 150.31 Owner: Carolyn C. Osborn Beneficiary: Carolyn L. Osborn, daughter TOTAL (Also enter on line 7, Recapitulation) 60,044.73 . . ,. SCHEDULE H " , RJNERALEXPENSES& COMMONWEALTH OF PENNSYLVANIA AOI\tNSTRA11VE COSTS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Osborn, Carolyn C. FILE NUMBER 21-04-916 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER , A. FUNERAL EXPENSES: 1 Hoffman-Roth, funeral 2,245.70 2 Thoya Hotel, family reception 828.45 3 Carolyn Osborn, out of pocket expenses related to funeral and interment at W ~st Point. 1,078.21 4 George's Flowers, flowers for service 648.13 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State - Zip Year(s) Commission paid 2. Attorney's Fees Dale F. Shughart, Jf., Esquire (estimated) 20,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanc tion) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 896.00 5. Accountant's Fees 6. Tax Return Preparer's Fees Estimated 2,500,00 7. Other Administrative Costs I Register of Wills, Short Certificates 21.00 2 Cumberland Law Journal, advertise Letters 75.00 Total of Continuation Schedule(s) 30,016.35 TOTAL (Also enter on line 9, Recal itulation) 58,308.84 . '. . SchedUe H Fu1eraI ExpeIlSeS & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN AmmsbalWeCoslscor1irud RESIDENT DECEDENT ESTATE OF Osborn, Carolyn C. FILE NUMBER 21-04-916 3 The Sentinel, advertise Letters 129.47 4 Register of Wills, filing Inheritance Tax Return and Inventory. 30.00 5 GOT JUNK, trash removal 346.00 6 Sister's Cleaning, house cleaning 75.00 7 Alyssa Loney, appraisal 540.00 8 Parker's Lawn Service, lawn care 597.84 9 Zeigler's Storage & Transport, shipping personal property 2,525.80 10 ADT, Security Services, home security system 354.84 II USAA, howeowner's and auto insurance 1,222,82 12 UGI, gas bill 1,453,99 13 UPS, shipping charges 675.77 14 Sprint, phone 522.04 15 Postmaster, certified mail 3.00 16 Bonnie Coyle, notary fees 25.00 17 PA Department of Revenue, vehicle title transfer 36.00 18 Borough of Carlisle, sewer and water 97.28 19 PP&L, electric bill 207.46 20 Comcast, internet 435.21 21 Snyder's Lawn Service, snow removal 40.00 22 Jumper's Electric, repairs 67.15 23 Coldwell Banker, realtor's commission 7,570.00 24 ERA-NRT, realtor's commission 7,325.00 25 Recorder of Deeds, transfer tax 2,450.00 Page 2 of Schedule H I I I I . *' . . , . SchecIUe H COMMONWEALTH OF PENNSYLVANIA Fu1eraI Expenses & INHERITANCE TAX RETURN AdnillisbmiveCosls coninJed RESIDENT DECEDENT ESTATE OF Osborn, Carolyn C. FILE NUMBER 21-04-916 26 American Radon Solutions, remediation 375.00 27 M & T Bank, service charges 36,00 28 AFIC, insurance premium 747.00 29 Darlene Moyer, countylborough real estate taxes 1,088.39 30 Green Seasons, lawn care 40.29 31 Reserve for Account. 1,000.00 Page 3 of Schedule H . . . *' SCHEDULE I DEBTS OF DECEDENT, MORTG COMMONWEALTH OF PENNSYLVANIA LIABILITIES, & LIENS INHER'TANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Osborn, Carolyn C. 21-04-916 Include unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER I Checks written before death, clearing after death: 1,498.73 6159 Ann Thompson 500.00 6161 PP&L 72.00 6162 UGI 45.84 6163 Parker's Lawn Service 496.08 6160 USAA 384.81 2 UGI, gas bill 113.18 3 Century Spouting, gutter repair 2,635.00 4 Verizon Wireless, cell phone bill 42.28 5 Bank One, Visa bill 516.84 6 Comcast, cable/internet bill 212.86 7 Ron Hoon Painting, house painting 3,128.00 8 Sprint, telephone 231.17 9 Borough of Carlisle, sewer and water 38.94 10 PP&L, electric 85.19 II Parker's Jewelry, repairs 63.60 12 PA Department of Revenue, personal income taxes for 2004 230.00 13 U.S, Treasury, personal income taxes for 2004. 516.00 14 HRC-ManorCare, nursing home bill 9.00 15 Carlisle Pathology Associates, medical bill 8.08 16 Andorra Radiology, medical bill 130.00 TOTAL (Also enter on Li e 10, Recapitulation) 9,458.87 REV-1513 EX+ (9-00) " '* . , SCHEDULE J ~ ' COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Osborn, Carolyn C. 21-04-916 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE Do Not list Trustee(a) I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Carolyn L. Osborn aughter One hundred percent 3761 Madison Lane F ails Church, V A 22041 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriat , on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION T TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF . EV-1500 COVER SHEET -- .--...-... -....-...-."'. .......... UL..,I n'\"'VIL..I'IlI1 vr nVUull"'\.:I1'\I'tU Ut<,t3""N Ut:Vt:LU,...Mt: I OMB No. 2502-0265 1:OFHA 2. 0 FmHA 3. OConv. Unins. 6. File Number: 7, Loan Number: 8. Mortgage Insurance Case Number: 4. OVA 5. OConv. Ins. RE05-76 C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and y the settlement agent are shown. Items marked "(p.o.c.)" were paid outside the closing; they are shown here for Informational purpose and are not included In the totals. D. Name and Address of Borrower(s): E. Name and Address of Sell (s): Robert M. Brown Estate of Carolyn C. Osborn Monlka C. Brown F. Name and Address of Lender: G. Property Location: 632 Belvedere Street, Carlisle Pennsylvania 17013 Carlisle Borough, Cumberland County 04-22-0481-040 Place of Settlement: H. Name of Settlement Agent: 1 Irvine Row, CMlsle, PA 17013 Duncan & Hartman, P .C, I. Settlement Date: Funding Date: 5-23-2005 5-23-2005 4 572.25 403. 404. 405. ~?~r~4~;;~~~f.fi~!~:: to 406. Ci Itown taxes to 5-23-2005 to 12-31-2005 661.98 407, Count taxes 5-23-2 05 to 12-31-2005 661.98 109. School taxes 5-23-2005 to 6-30-2005 252.11 409. School taxes 5-23 2005 to 6-30-2005 252.11 110. 410. 412. 250 486.34 420. Gross Amoun 245 914.09 " ':;:il,'W~~,,~: 17736.18 205. 505. Payoff of second mortga e loan 206. 506. 208. 508, 209. 509. }~,~~~~i;,:~*'t~iRt,,' 210. Ci !town taxes to 510. Ci Itown taxes to 211.Coun taxes to 511.Coun taxes to 212. Assessments to 512. Assessments to 214. 215. I I -~ ~l ' s' ,8 0 Paid From Paid From based on orice $ 245 000.00 Illl 6 % = 14700.00 Borrowers Selle(s . Divi.inn of . ,tlinA 7nm . '_11. Funds at Funds at . Settlement Settlement 701. $ 7375.00 to Coldwell Banker HSG 702. $ 7 325.00 to ERA-NRT Inc. 70'> 1A 7nn nr 704. Transaction Fee ERA-NRT Inc. & Coldwell Banker HSG 125.00 195.0C ,.,....':80G:itft{~~~ttr~iii!.l!tC '.... ,:<, .' '.. " 601. Loan Oriainatian Fee % to Rn? 0'. 10 603. Appraisal Fee 604. Credit Reoort 6ns .. 806. Document Preoaration Fee 807. Flood Certification 608. Tax Service Fee Rna F"A 810. Aoolication Fee 811. 81? 813. _814, .. ','., ,~~1i :>!' - 'it~'V " .' ,.~~ 901. Interest fram to Illl S 0.0000 Idav 902. Mortaaae Insurance oremlum for months to 903. Hazard insurance oremium for vear(s) to anA 905. - ~~:1:0(1);~R~j~'~~ijDtiitl$:iftdttwItfjiiil\'iftfe" .' .- . it' .Ii 1on1 n." month 1 002. Morteaoe insurance manths @ S oer month 1003. Citv orooertv taxes months @ $ per month 1004.Counworaoertvtaxes months ICIl S oer month 1M~ Ann".' M' month 1006. School taxes months @ $ oer month 1007. months <lll $ ner month ""~:~~;'F';"f"'''''''''''''''''t'~ ,. : ;'I~~wt~ ";'1"fOO\o;rlt 'ii\1!:ha.ij9il'f~ '. ..,~" .l,."\ii 1101. Settlement or closino fee to 1102. Abstract o.tille search to 110'> 1104. Title insurance binder to 1105. Document oreoaratian to 11n" "'nl.n. f"". to 1107. Attorney's fees to Dale F. Shughart, Jr. POC (includes above Item numbers: I 1108. Tille insurance to WIlliam A. Duncan, Agent for Fidelity National Tille 1,583.75 . I1n1.11M \ ... 1109. Lende(s coveraae $ Premium $ 1110. Owne(s coverane S 245000.00 Premium $ 1 583.75 ,1111 1112. I 1113 1201. Recordina fees: Deed 38.50 Mortnaoe 0.00 Release 0.00 38.50 1202. Ciwlcounw tax/stamos: 2450.00 1203. State tax/stamos: 2450.00 1204 1205. 1~1;3'O~;:l(iadlli~f\'~1$:"Wr~fififn'~'~a-~'i': ~ ; I~01 ~. . -" jfn"n~?_A 161R 1302. Home Warranw American Home Shield POC 1303. Radon Mitiaatian American Radon Solutions 375.00 375.00 1"0' !'l Ipoc 1305. 1400. Total Settlement Cha.aes (ente. on lines 103 Section J and 502 Section Kl 4 572.25 17736.18 CERTIFICATION: I have carefully reviewed the HUD-1 Settlement Statement and to the best of m r~,"d ..,"' .". ", '"' accurate statement of all receipts and disbursements made on my account or by me in this transac ~"" '~XZ~dth oftheHUD-1SettlementStatemenl. ~ A~- ~~~I2.C13.-1-~ ~-.s,"" ~ f', ., u;> 'to",.. .,,~., Signature of Borrower Signature of Borrower Signature of Sel The HUD-1 Settlement Statement which I have prepared is a true and accurate account of the fund disbursed or to be disbursed by the underSigz: aft,h~tt1~; transaction~ .q/~ r~~ ~ Signature oWe~ment Agent I Date WARNING: It is a crime to knowingly make false statements to the United States on this o. any oth . similar tonn. Penalties upon conviction can include a fine and Imprlsionment. Fo. details see: Tille 18 U.S. Code Section 1001 and Sectiar 1010. V'/'<-::Ci-I0')I(J Secuntlss. LL.C 3 LeIII OYI1l; Drive . LerntJyne, Fl(\ 17()l}] . Post Otfice Box 7. Camp Hill, PAL moo Tiol n 7 161./'344 Fax 71/ 975-8426 800 46<3-8685 . ~,.,~ ~--- WACU-iOVV,. SI<l('1 HU'I'lES December 9, 2004 Dale F. Shughart, Jr. 35 East High Street Suite 203 Carlisle, PA 17013 RE: Date of Death Values Carolyn C. Osborn Dear Mr. Shughart: I have enclosed the date of death values for Carolyn C. Osborn. If I can be of further assistance, please let me know. Sincerely, ~~ Kevin P. Sneed Financial Consultant I I M'!rl,III'1 I I Carolyn Osborn account valuation on 10/5/2004 INDIVIDUAL ACCOUNT Descri tion S mbol Cusip Quantiti Hi h Low ean Price Value Allied Irish Bank AIB 019228402 600 $ 34.30 $ 33.82 34,06 $20,436.00 Alltel Corp AT 020039103 500 $ 55.55 $ 55.29 55.42 $27,710.00 American International Group Inc. AIG 026874107 300 $ 68.17 $ 66.32 67.25 $20,173.50 Anheuser Busch Coso Inc. BUD 035229103 200 $ 50.81 $ 50,15 50.48 $10,096.00 Aqua America Inc. WTR 03836w103 200 $ 22.08 $ 21.81 21.95 $ 4,389.00 Armor Holding Inc. AH 042260109 200 $ 45.03 $ 43.40 44.22 $ 8,843.00 Avon Products Inc. AVP 054303102 1000 $ 44.00 $ 43,19 43.60 $43,595.00 BP PlC Spons ADR BP 055622104 264 $ 58.92 $ 58.18 58.55 $15,457.20 Briston Myers Squibb Co BMY 110122108 400 $ 24.40 $ 24.06 24.23 $ 9,692.00 $ 112,00 Carlisle Companies Inc. CSl 142339100 200 $ 65.54 $ 64.70 65.12 $13,024.00 Citigroup C 172967101 300 $ 44.93 $ 44.32 44.63 $13,387,50 Citigroup Cap IX 6% Pfd C'S 173066200 200 $ 24.92 $ 24.83 24,88 $ 4,975.00 Diebold Incorporated DBD 253651103 200 $ 48.52 $ 47.32 47.92 $ 9,584.00 Enron Corp ENRNQ 293561106 600 $ 0.0440 $ 0.0425 0.04 $ 25.95 Exxon Mobil Corp XOM 30231g102 200 $ 49.52 $ 49.10 49.31 $ 9,862.00 First Data Corp FDC 319963104 100 $ 44.43 $ 43.87 44.15 $ 4,415.00 Fulton Financial Corp FUlT 360271100 723 $ 21.67 $ 21.51 21.59 $15,609.57 $ 119.30 General Electric Company GE 369604103 1870 $ 34.12 $ 33.82 33.97 $63,523.90 $ 374.00 HSBC Holdings PlC-Spons HBC 404280406 200 $ 80.85 $ 80.45 80.65 $16,130.00 $ 130.00 Home Depot HD 437076102 300 $ 39.68 $ 39.20 39.44 $11,832.00 Intel Corp INTC 458140100 200 $ 21.48 $ 20.98 21.23 $ 4,246.00 Johnson Controls Inc. JCI 478366107 200 $ 57.70 $ 56.87 57.29 $11,457.00 Johnson & Johnson JNJ 478160104 500 $ 57.55 $ 57.15 57.35 $28,675.00 Kinder Morgan MGMT llC KMR 49455u100 108.82 $ 42.04 $ 41.75 41.90 $ 4,559.01 Liberty Media Inti Inc. A lBTYA 530719103 5 $ 34.97 $ 34.12 34.55 $ 172.73 Liberty Media Corp A l 530718105 100 $ 8.83 $ 8.74 8,79 $ 878.50 Microsoft Corp MSFT 594918104 800 $ 28.45 $ 28.10 28.28 $22,620.00 Nuveen PA INVT Quality NQP 670972108 4900 $ 15.14 $ 14.89 15.02 $73,573.50 Pepsico Incorporated PEP 713448108 500 $ 50.39 $ 49,30 49.85 $24,922.50 Pfizer Incorporated PFE 717081103 400 $ 31.50 $ 31,19 31.35 $12,538.00 Plum Creek Timber Co. PCl 729251108 274 $ 35.73 $ 35,52 35.63 $ 9,761.25 Popular Inc BPOP 733174106 400 $ 26.67 $ 26.15 26.41 $10,564.00 Procter & Gamble Co. PG 742718109 400 $ 54,36 $ 54,02 54.19 $21,676.00 Royal Bank of Scotland 9% RBS'E 780097705 300 $ 27.90 $ 27.75 27.83 $ 8,347.50 SBC Communications Corp SBC 78387g103 300 $ 27.29 $ 26.86 27,08 $ 8,122.50 $ 93.75 SPDR TR Unit Ser 1 SPY 78462f103 10 $114.16 $113.54 113.85 $ 1,138,50 $ 4.69 Starbucks Corp SBUX 855244109 150 $ 47,63 $ 46.83 47.23 $ 7,084.50 3M Co MMM 88579y101 500 $ 78.97 $ 78,10 78.54 $39,267.50 United Technologies Corp UTX 913017109 200 $ 94.18 $ 93.68 93.93 $18,786.00 Verizon Communications VZ 92343v104 300 $ 41.39 $ 40,67 41.03 $12,309.00 Walgreen Company WAG 931422109 300 $ 36.41 $ 35.96 36.19 $10,855.50 Wells Fargo 7% Cap V WPF 94975t209 640 $ 26.28 $ 26.23 26.26 $16,803.20 Wells Fargo Company WFC 949746101 300 $ 60.65 $ 60.14 60.40 $18,118.50 Total Securities Value $689,236.81 Money Market Value $192,504.02 Accrued Mone Market Interest $ 21.68 . Description SPDR TR Unit Ser 1 Total Securities Value Money Market Value Total Account Value S mbol VWELX I I I September 30, 2004, year-to-date Page 1 of 1 TRANSAC ION DETAIL THEVanguanbour. CAROLYN CRAIG OSBORN Statement number: 000094278 632 BELVEDERE ST (800) 662-2739 - Client Services CARLISLE PA 17013-3507 ~ www.vanguard.com Website VJ 0> (800) 662-6273 - Tele-Account co TRANSACTION ACTIVITY Vanguard Wellington Fund Investor Shares Hncl! Accol.l1tno. 00211'09783250042 Trade date Transaction description Dollar amount price Shares transacted Total shares owned Balance on 12/31/2003 $ 9,336.74 $ 8.81 324.080 3/26 Income dividend .18 58.33 8.91 2.018 326.098 6/25 Income dividend .21 68.48 9.01 2.361 328.459 7/12 Check purchase 1,000.00 8.88 34.626 363.085 9/24 Income dividend .21 76.25 9.29 2.603 365.688 Balance on 9/30/2004 $ 10,765.85 $ 9.44 365.688 Year-to-date Short-term gains I Purchases I Total cost basis I Distribution Income dividends Long-term gains Redemptions Average cost per share payable date $ 203.06 $0.00 $ 1,000.00 NIA 9/27/2004 0.00 0.00 NIA VANGUARD WELLINGTON FUND Fund 1 Account no. INVESTOR SHARES 0021 1 09783250042 *00 not alter this Invest-By-MaH slip. CAROLYN CRAIG SBORN *Visit www.vanguard.com or call to change your address. Usteachcheck $ D,DDD,DDD.DD separately , $ D,DDD,DDD.DD Make checks paya Ie to: The Vanguard Group - 0021 $ D,DDD,DDD.DD $ D,DDD,DDD.DD THE VANGUAR GROUP Totalamounl $ D,DDD,DDD.DD PO BOX 1375 PHILADELPHI PA 19101-9897 111.111.1.11I.11I111 11I111.1..1..1.1.1111.111.1.1.1 00212 09783250042 309 2 4 1 - 1 084352 4368 1048 M1 9X 11111111111I11111 1111111111111111111111111111111111111111111111111111111111 . . "~ . ; ....;.rL~.,.':.~.I~.~.~..........:.... ':', Jewelry Appraisal Serv ces \.' I--if I" '. '\ .' ~.,~!, \. " ''', 13400 Catoctin Court ,~, \ . . ".'. t. " ... 1:,1; \//- : '. '. Herndon, Virginia 20170 /}j. '".. "', 703-742-0193 'l~ \. '" ... . ....; ..\~.; . . Fax: 703-742-4073 t.~ -(I # / . ',~ \" .. , . · t, 1..... ......'....... ' , " , , ' '~'rf.;; . . '" . . .. ~.. ". Jewelry Appraisal Pre. par dfor: . r. ','. Carolyn Osho " i.. :.<:~' 3761 Madison La e . Falls Church, VA 2 041 " ... ~... ( At: Salona Jewelers . i'..'..; 1333 Chain Bridge Road . f . .' ., McLean, VA 22101 .. '" ,~ /' t l 703-848-2660 .... X ....~ / I. . ~ , .- I , I I . ., Melanie A. Marts Jewelry Appraisal Services 13400 Catoctin Court Herndon, V A 20170 703-742-0193 Carolyn Osborn Effective date: 3761 Madison Lane February 1, 2005 Falls Church, V A 22041 Item #1: Gent's 14k yellow gold wedding ring. Contains: The plain wedding band is slightly half round, and easures 7.0 mm wide. It is cracking inside. The bright finish is worn. It is size 10.75. Th metal tested 14k. Item weight is 5.7 grams. Fair Market Value: $85.00 for the wedding band. Item #2: Lady's platinum and diamond wedding ring. Contains: A single row of 6 round brilliant diamonds, set in 4 Ishtail style prongs. They measure 2.40 mm to 2.50 mm each, and weigh approx. 0.05 ct t 0.06 ct each. Weight: Approx. 0.32 ct total. Color: G-H. Clarity: VS. 2 are chipped. The ring is cast and assembled with a high polish, which is wo . The ring measures 2.6 nun wide. The half round shank measures 2.2 mm wide at the top, nd tapers to 1.2 mm wide at the base. "OUR LOVE FOREVER" is engraved inside. It is m ked 10% IRID PLAT. Item weight is 3.4 grams. Fair Market Value: $300.00 for the ring. Item #3: Lady's platinum and diamond engagement ring. Contains: 1 old mine cut diamond, centered and set in 4 plati m prongs. It measures 6.25 x 5.66 x 3.70 mm. Weight: Approx. 0.90 ct. Color: I-J. Clarity: SIl. There is 1 small internal fracture near the surface Table size: 54%. Total depth: 62.1%. Girdle edge: Extra thick to extra thin, frosted, 2 naturals, extra acets. Culet: Extra large. page (3) of -.!:/- . , . Fluorescence: None. The diamond is flanked by 4 round brilliant diamonds, set in 4 fi htail style prongs. They measure 2.80 mm to 2.60 mm each, and weigh approx. 0.08 ct t 0.06 ct each, totaling approx. 0.28 ct. Quality is G-H color and VS clarity. The engagement ring is a cathedral style, cast and assembled wit a high polish, which is worn. The ring measures 3.0 mm wide. The half round shank easures 2.4 mm wide at the top, and tapers to 1.2 mm wide at the base. It is marked 10% I D PLAT. Item weight is 4.9 grams. Fair Market Value: $2,200.00 for the ring. Please see the photo for design details. Total number of items described in t is report: (3). Total fair market value of listed items: $2,585.00, This report is for estate purposes. ;) - J<'~-tJ \ Melanie A. Marts, GG, (GIA) Member, NAJA date signed page (4) of!i- I I I I . . APPRAISAL REPORT OF PERSONAL PROPERT (COINS) OF Carol n C. Osborn deceas d date of death (d.o.d.) October 0 , 2004 632 Belvedere 5t. Carlisle, P A 17103 for: Carolyn Osborn 3761 Madi son Lane Fall Church, V A 22041 & Dale F. Shughart, Jr. Shughart Law Office 35 E. High St. Carlisle, P A 17013 AS OF: d.o.d. October 05\ 2004 ' Reported on: May 16, 200~ BY: ~ " '" ,v) I~~S APPRAISAL -, /(-,/j0 SER VI CE.5 I .. :~~I j ,.,</.. , ,,1, 141': NHc '..:J . t!Jno~r St. ~~,,~q !~11, POBox 24 ,I', ,~" C.f1r]is]e, P A 11015 I ;' \ \, (717)24,)-5474 I . " i i \ \ flU: 958-9502 I \ ' '!, \ ',,- lhisds@edrtblinknti't ~,::.> ~::;:, JUfj. t:.. 2C1C15 ]: [1:3F'r'1 liO. 562 F'.4 . Personal Property Listin 1 HalfDollal'. 1964 Kennedy half dollar in co $1.50 bard case. Con-esponding Digital Photograph File: 1'0 Commemorative com. Sir Winston Cburc' 1874-1%5 Memorial Crown $3.00 commemorative coin in hard case. Corresponding Digital Photograph File: 1'0 08230,jpg 3 Silver Dollali. Four uncit~ 1971 Ei with Moon Landing $19,20 Reverse silver dollars. Corresponding Digital Photograph File: rO 08231.jpg 4 ~ 1904 penny (holed). $O.O~ Correspcmding Digital Photograph File: 1'0 08233.jpg S ~ Three wheat pennies: 1935s. 1944, 1 58d $0.09 Corresponding Digital Photograph File:,. 08234.jpg I 6 FOrelJrl Coins. 1921 Florin and two coins: 19S9 10 cents aDd $3.00 1989 dollar, C017esponding Digital PhotoK'aph Files: r 308232 & r0308235jpg I I , 1 Nickels, Three bu1fa1o nickels: 1936 and $0.45 I COY1'e:;pondlng Drgital Photograph File: d 8 'I .' Nic:kc:ls. Seven nickels; 1946, 1961,1%3 ( ), 1964 (xl), 1965. $0.261 Corresponding Digital Photogt'aph File: '308237.jpg i 9 ~, Two mercury dimes: 1918 & 1936 . $0.60 ! Corresponding Digital Photograph File: r '308238jpg 6 I I I I I I , I JUri. '::'. c'JCC. :~;: [1:::::Fl'1 rjO.SE.2 F'. E, . . . 19 Cu:rrencv. Eight 1976 $2 bills. $24.00 Corresponding Digital Photograph File: r 08248jpg Total $222.05 g . APPRAISAL SUMMARY (C PY' ) Tt is in my opinion, that as of d.o.d. October 05,2004, the Fair Market Value of the personal property of Carolyn C. Osborn, deceased: (Two l-hmdred Twenty Two Dollars and Fi 'C Cents) ($222.05) --------_.- ( , \ J \ \ 1\\ ' ~\ , \ '-- L ,~, The re ort must be read in its entiret '. rai al Summa ' ONLY is not the aporaisal report. 9 I I I I I , . APPRAISAL REPORT OF PERSONAL PROPERT OF Carol C. Osborn deceas d date of death (d.o.d.) October 0 ,2004 632 Belvedere St. Carlisle, P A 17103 for: Carolyn Osborn 3761 Madison Lane Fall Church, V A 22041 & Dale F. Shughart. Jr. Shughart Law Office 35 E. High St. Carlisle, PA 17013 AS OF: d.o.d. October 05, 2004 Reported on October 26,20 BY: IBIS APPRAISA SERVICES 145 N HanoverSt. P'QBoxP4 CarJiJe, PA 1701J (717) ~4J-:J474 lax P58-g.5lN lhisas@eartJJink.net I I , . . Personal Property Listin : Clocks & Watches Clock. Seth Thomas oak Eastlake 1 clock with gold painting. $150.00 19 Y:z" tall, 13 Y:z" wide. Corresponding Digital Photograph Total Clocks & Watches $150.00 Cate 2 Chair. Plush Victorian chair with ut arms and legs. Low wide $175.00 seat. 32" tall, 30" wide, 36" deep. Corresponding Digital Photograph ile: r0301493Jpg 3 Table. Victorian turtle-top table wi squirrel motif. Mixed woods. $2,000.00 29 Y:z" tall, 40" wide, 26" deep. Corresponding Digital Photograph lie: r0301495.jpg 4 End Tables. Two Thailand rosewood end tables. 21 Y[z" tall, 26" $150.00 wide, 20" deep. 1960s. Corresponding Digital Photograph i/e: r0301497 Jpg 5 ~. Two matching Victorian ut balloon chairs with plush $250.00 seats and floral motif. 36 Y:z" tall. Corresponding Digital Photograph 6 Dinine: Suite. Thailand rosewood . g room suite. Suite includes $3,000.00 dining room table with two leaves (2 " tall, 74" wide, 49" deep), eight chairs (36" tall), buffet with dIawers over four doors (33 Y:z" tall, 66" wide, 21" deep. Corresponding Digital Photogr. h i/es: r030I5I6 & 5I7Jpg 7 Table. Mahogany Empire swivel fi lding top table. 30" tall, 36" $1,000.00 wide, 18" deep. Corresponding Digital Photograph i/e: r030I534.jpg I 6 i I , , . . 8 Chair. Plush Victorian ann chair wi wood arms and legs. 42" tall $125.00 Corresponding Digital Photograph 'Ie: r0301536jpg 9 Chair. Plush Victorian ann chair 'th mahogany arms and legs. $175.00 Claw and ball feet. 44" tall. Corresponding Digital Photograph 'Ie: r0301537jpg 10 Sofa. Early twentieth century green v lvet sofa. $275.00 Corresponding Digital Photograph Ie: r0301548jpg 11 Dresser. Transitional Victorian/Art N uveau dresser with mirror. $475.00 Mirror on harp. Three drawer. 70" 51" wide, 24" deep. Corresponding Digital Photograph Ie: r0301555jpg 12 Table. Victorian mahogany white Ie top table. 29" tall, 25" $700.00 wide, 17" deep. Corresponding Digital Photograph 13 Bench. European bench with green motif. Missing top mirror $550.00 portion. 27" tall, 51" wide, 17" deep. Corresponding Digital Photograph les: r0301564 & 565jpg 14 Chair. Victorian wide balloon chair .th peapod and wave motif. 42 $150.00 Yz" tall, 28" wide, 24" deep. Corresponding Digital Photograph Total Furniture $9,025.00 Girnndoles. Matching clear cry nineteenth century French $450.00 girandoles with prisms. Not marked. 1" tall, 6" wide. Corresponding Digital Photograph Ie: r0301496.jpg 7 I I I I , . . . . 16 Decanters. Cut crystal decanters. SS tched in bottom of stoppers. $150.00 Corresponding Digital Photograph i/e: r0301521jpg 17 . crysta1ware. Set includes: $275.00 18 Bowl. Cut crystal bowl. 3 W' tall, 8" . eter. $65.00 Corresponding Digital Photograph ile: r0301526jpg 19 Bowl. Cut crystal bowl. 3" taIl, 9" . eter. $65.00 Corresponding Digital Photograph i/e: r0301527jpg 20 Bowl. Cut crystal bowl. 2" taIl, 5" . eter. $35.00 Corresponding Digital Photograph 'le: r0301530.jpg 21 Bowl. Cut crystal bowl. 1 Y2" tall, 6" . eter. $35.00 Corresponding Digital Photograph Ole: r0301531jpg 22 Bowl. Cut crystal bowl. 1 Y2" tall, 4" $35.00 Corresponding Digital Photograph 23 Bowl. Cut crystal bowl. 4" taIl, 8 W' $65.00 Corresponding Digital Photograph Total Glass $1,175.00 8 I . . Chest. Highly carved camphor C . ese chest. 1930s. 18" tall, 34" $350.00 wide, IT' deep. Corresponding Digital Photograph ile: r0301494jpg 25 Chest Chinese red lacquer two doo chest. 42 0/4" tall, 31 W' wide, $675.00 14 W' deep. Corresponding Digital Photograph ile: r0301498jpg 26 EmbroideIV. Decorative embroidery f small quails on silk. Oriental. $45.00 Framed and matted. 22" x 22 Y:z" ( ed), 16" x 16" (unframed). Corresponding Digital Photograph ile: r0301505.jpg 27 Print. Framed and matted .t Oriental female. H.F.A. $30.00 Copyrighted. 21 Y:z" x 16" (framed), 5" x 10" (unframed). Corresponding Digital Photograph ile: r0301510jpg 28 Bowl. Imari bowl. 4" x 8 Y:z". $100.00 Corresponding Digital Photograph 29 Bowl. Ceramic blue and white Orie goldfish motif bowl. 4 114" $45.00 tall, 12" diameter. Corresponding Digital Photograph 'le: r0301529jpg 30 Lamps. Two matching cream Chin porcelain reticulated lamps $100.00 with silk shades. 32" tall. Corresponding Digital Photograph 31 Vases. Pair of matching Japanese cloi nne vases. 10" tall. $45.00 Corresponding Digital Photograph Ie: r0301538jpg I 9 I I I . . 32 Vase. White kaolin ceramic vase. 'ental. 6 Yz" tall, 9" deep. $20.00 Corresponding Digital Photograph ile: r0301539jpg 33 Vase. Korean vase, white ceramic. ged. 12 %" tall. $5.00 Corresponding Digital Photograph i/e: r0301540jpg 34 Figurine. White ceramic figurine wan, 1960s, removable hand $45.00 15" tall. Corresponding Digital Photograph ile: r0301541jpg 35 Fi2Urine. White ceramic figurine Tai an, 196Os. 7 %". $30.00 Corresponding Digital Photograph ile: r0301542jpg 36 Ivorv. Two person Chinese ivoty fi $65.00 Corresponding Digital Photograph 37 Bowl. Hand-pained Ching period ri bowl (1796-1820).2 Yz" tall, 5 $65.00 %" diameter. Corresponding Digital Photograph 38 Figurines. Two stoneware male fi es. 6' tall and 5" tall. Made in $30.00 China Corresponding Digital Photograph 'le: r03015547jpg 39 Paintine. Framed and matted paintin on silk. Oriental female by S. $75.00 Hodo. 26" x 19 Yz". Corresponding Digital Photograph 'le: r0301551jpg 10 . . . . 40 Drum. Thailand frog drum. Bro . One layer of frogs. 9-12 $3,500,00 century. 18" tall, 24" diameter. Corresponding Digital Photograph Fi es: r0301556 & 557.jpg 41 LamD. Oriental green cernmic table I p. 30" tall. $65.00 Corresponding Digital Photograph Fi e: r0301562.jpg Total Oriental $5,290.00 Cate s, Drawin s & Frames 42 Painting. Framed oil on canvas . g of Daniel Schettler. Artist: $1,000.00 Lee Greene Richards 1878-1950. Da : 1903. Salt Lake City, Utah. Corresponding Digital Photograph Fi les: r0301549 & 550.jpg 43 Painting. Pastel painting. California 'st. Landscape subject. 34" x $275.00 24". Corresponding Digital Photograph File: r0301568.jpg $1,275.00 : Photography Photograph. Hand-tinted photograp in gold gilt Victorian frame. $375.00 23" x 26". Corresponding Digital Photograph File: r0301567.jpg 45 Photograph. Hand-tinted photograph Victorian in burl walnut oval $100.00 frame. 25" x 19". Corresponding Digital Photograph Ie: r0301569.jpg $475.00 11 . '. . , Cate ory: Pottery & Porcelain 46 Platter. Homer Laughlin Hudson se . g platter. 2" tall. 19 Y2" x 15... $125.00 Corresponding Digital Photograph Fl e,' r0301522.jpg 47 China Set Haviland china set Set inc des: $400.00 7 dinner plates 7 salad plates 7 bread and butter plates 6 saucers 4 demitasse cups and saucers Corresponding Digital Photograph Fi es: r0301523 & 524.jpg 48 Bowl. Ceramic child's bowl. Ge . Alphabet $11.00 Corresponding Digital Photograph Fi e,' r0301528jpg & Porcelain $536.00 $100.00 50 Print Framed and matted print"So . g Rice at SO<rChow-Foo.'. T. $30.00 Allom. 15 \h" x 12 Y2" (framed), T x " (tmframed). Corresponding Digital Photograph Fi " r0301502jpg 51 Print Framed and matted print. , e Great Wall of China". T. $50.00 Allom. 15 \h" x 12 \h" (framed), T' x "(unframed). Corresponding Digital Photograph Fi " r0301503jpg 52 Print Framed and matted print."T . Ling Yen, or the Seven Star $30.00 Mountains". T. Allom. 15 \h" x 12 Y2" framed)~ 7" x 9" (unframed). Corresponding Digital Photograph Fi : r0301504jpg 12 I I I I [ I . . . 53 Print. Framed and matted print "W Point and the Highlands" $45.00 Fenn & Hunt 14" x 14 W' (framed), Y:z" x 8" (unframed). Corresponding Digital Photograph 'Ie: r0301507.jpg 54 Print. Framed and matted print "Vi from Fort Putnam (Hudson $45.00 River)". Bartlett & Sands. 14" x 14 %" (framed), 6 Yiz" x 8" (unframed). Corresponding Digital Photograph 'Ie: r0301508.jpg 55 Print. Framed and matted print "W Point and Vicinity from Fort $60.00 Putnam". Harper's Bizarre. Parsons. lorized. Pgs. 24 & 25.28" x 21" (framed), 21" x 14 Y2" (unframed . Corresponding Digital Photograph Ie: r0301509.jpg 56 Etchin/?S. Set of five Luigi Kasimir et hings. Signed. Carmel by the $6,000.00 Sea (15 Y2"x 19 Y2"), Scene of the Go n Gate (IT' x 16 Y:z"), Stanford University (21" x 15 Y2"), S Francisco and the Golden Gate (14" x 16 Y:z"), and West Point ( 2 Y:z" x 19"). Corresponding Digital Photograph Flies: r0301511-515.jpg 57 Print. Framed and matted print. "Cad Life at West Point". Harper's $60.00 Bizarre. Colorized. 29" x 22" (fram , 14" x 21" (unframed). Corresponding Digital Photograph F. e: r0301552.jpg 58 Prints. Two framed and matted prints. "Fort Clinton West Poinf' and $40.00 "Fort Putnam West Point". Both 10 1 "x 12 Y2" (framed), 4 Y:z" x 7" (unframed). Corresponding Digital Photograph F. es: r0301553 & 554.jpg 59 Print. Framed and matted print. "Vie of the Highlands from West $175.00 Poinf'. John Ferguson Weir. 1862. N bered: 109/3200. 23" x 19" (framed), IT' x 12 Y2" (unframed). Corresponding Digital Photograph Fi e: r0301560.jpg Total Prints, Litho r s & Posters $6,635.00 ets ~ Karastan Kinnan 7I 7. 8 W x 2'. $300.00 Corresponding Digital Photograph Fi e: r0301563.jpg I 13 I . . . $300.00 Tea Service. Silver-plated tea ceo Made in England. Marked, $275.00 "WH & S BP AI". Wood handled. Corresponding Digital Photograph ile: r0301518Jpg Total Silver $275.00 I I 14 I i I I . , . , Totals by Category Clocks & Watches $150.00 Furniture $9,025.00 Glass $1,175.00 Oriental $5,290.00 Paintings, Drawings & Frames $1,275.00 Photography $475.00 Pottery & Porcelain $536.00 Prints, Lithographs, Etchings & Posters $6,635.00 Rugs & Carpets $300.00 Silver $275.00 TOTAL $25,136.00 I 15 I , . I APPRAISAL SUMMARY (COPY) It is in my opinion, that as of d.o.d. October 05, 2004, the Fai personal property of Carolyn C. Osborn, deceased: (Twenty Five Thousand One Hundred Thirty Six Dol s and Zero Cents) ($25,136.00) v IBIS PPRAISAL ~: ~CES At~ r:;;~~ , ~'r:------- I The re ort must be read in its entiret . not the appraisal report. 16 Page 1 of 4 . Bonnie Coyle From: carollo [carollo@ucia.gov] Sent: Monday, November 22, 20043:49 PM To: Bonnie Coyle Subject: Re: Form to go with DPW letter attached is the KBB private sale write-up on the Jag: Pennsylvania. November 22,2004 2001 Jaguar S-Type V6 Sedan 4D Engine: V6 3.0 Liter Trans: Automatic Drive: Rear Wheel Drive Mileage: 15,800 Search Listings for This Car List Your Car For Sale Online Buy a New Car Free Record Check Auto Loans from 3.79% APR Insurance Quote Print "For Sale" Sign Payment Calculator Equipment Air Conditioning Power Steering Power Windows Power Door Locks Telescoping Wheel Cruise Control 11/22/2004 . . Page 2 of 4 . AM/FM Stereo Cassette Dual Front Air Bags Front Side Air Bags ABS (4-Wheel) Traction Control Leather Dual Power Seats Moon Roof Alloy Wheels Consumer Rated Condition: Excellent "Excellent" condition means that the vehicle looks new, is in excellen mechanical condition and needs no reconditioning. This vehicle has never had any paint or body work and is free of rust. The vehicle has a clean title history and will pass a smog and safety inspection. The engine compartment is clean, with no fluid leaks and is free of any wear or visible defects. The vehicle also has complete and verifiable service records. Less than 5% of all used vehicles fall into this category. Search Local Listings for This Car $21,675 Private Party Value is what a buyer can expect to pay when buying a car from a private party. The Private Party Value assumes the vehicle sold "As Is" and carries no warranty (other than the continuing facto warranty). The final sale price may vary depending on the vehicle's ac ual condition and local market conditions. This value may also be used to enve Fair Market Value for insurance and vehicle donation purposes. I I Deo 15 04 1 1 : 13a CIS 1 029342136 p. 1 I l . . ~ M&fBank 499 MilchcIlI{O<ld. Milhbmo. DI' 19966 M;lil Cude DI'-I\ll}.12 phone (KRK) ~OZ.4J4') Fll~ (J02) '.I34-21J.~:" OI.'ccmbcr J:", J004 Ifax: 717-24 t-4021 Dale F~Shughart, Jr Attorney At L~lW 35 East High St Suite 203 Carlisle, Pennsylvania 17013 Re: Rstatc of: ClIro!vn C Osborn Social SecurUv: 552-34-0508 Dale of Death: October 5. 2004 Dear Sir or Madam: Per your inquiry dated December 6, 2004, plccL,;e be advi~ed that lit the time of d :Hili, the above-named decedent had on deposit with this bank the folluwing: 1, T,i-1,e of Account Ch(!ckji7~ ACCuun/ ,4c:counl Numher 6861.172 OWllership (.^lame.\' oj) {.'(J1'O~l'n C O,\'hof'l1 Carolyn L O~burni J'()A Opening Date 101//86 fJalanc~' <In [)111(!(?f Dealh $17.496.23 , Accrued Inl(!n:.~' S 0.19 . ! it t f" h j.olHt;;.!! hHI~ .;; 1,. Tu/al $17,496.-12 2, 'Typ<' (!f.4ccounl Savings Account AC:t~Olmt Nl/m""r 0/500420-/2/2093 Ownership (Names (!f) _ C(Jrf)~VI1 C' O:,1x)rn Opening nUl<: -11,/04 C/O,H:J J 1/10/04 !Ja/cm,'c on Da{~ oj Death $74,429./9 ACCl'ut'd Intere,\:1 $ iUS " $'74,i37.~4 '. I To/al - - - - - .........----.-..-- r'~ . . . I'a!:/! 2 Estate ol Carolyn C. Oshorn Social SecWilv: 552-34-0508 Dale of Death: Octoher 5; 2004 .3. 'f)-pc, u/Accuunl .\"aving.\' ,.r"c()un( Account Number OJ jfJO.J20.J2J21f)() (hl/m:rship (Nomc's (II) CuriJ{yn C Osborn Op<~"in.l!, Date 4/1104 C/n.fcd J 1/1 )/0 Balance on Date oj 1)ealh S42,805.25 , tfccnie!d Inferest S 4.70 , ;.f.'1 'f Ifr '~UP..q'~ . , 'f '01,:/ S42.lW9.9.'i . Please be advised, there wa'\ no sale deposir box found for the above dcclxJcnl. For further account information, rcgardin~owncrshjp, closure:,> and/or rcim urscmcnt of funds, etc., please l'all the Stonchcdgc Office #I 717-240-4524. Sincerely. ::.1'((';(' -r.:,/:' 1'''':;:eA . , Nancy Cbgen . Record,; Managmlcnl I - I 5/3/2005 1:17 PAGE 002/003 Fax Server I . . . ~ Allstate Life Insurance Company Telephone: 1-800-755-5275 PO Box 94042 Fax: 1-847-402-5313 Allstate. Palatine IL 60094-4042 May 3, 2005 CAROL YN CRAIG OSBORN .Your Representative 632 BELVEDERE STREET CARLISLE PA 17013-3507 TERESA F KLINE IFS AGENCIES,IN 269 PENROSE PL CARLISLE PA 17( 13-4014 (717)000-0000 AllstatelP Treasury-Linked Annuity Statement Date 10/05104 to 10/05/04 for Annuity #:GA 16157449 YOUR A-NNU ITY VAI..UE AS OF10/05/04-IS: $31,558.91 ACTIVITY THIS PERIOD: Beginning Account Balance 10/05/04 ....,.. . . . . . . . . . . . . . . , . . . . . , . . . . , , . . . . . . $31,558.91 Interest Earned 10/05/04 thru 10/05/04 . . . . . . . . . , , , . . . . . . . . . . . . . . . . . . . . . . , . . . , . , . . . $.00 Ending Account Balance 10/05/04 ,.........,....",.........,',. . . , . . . . . . , . $31.558.91 Net Cash Surrender Value 10/05/04 . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . , . . .. $ 30,000.00 1 A17RJ4XU.N01 AJlAll0lJ2JIIt.17~J4)\\.S\11RM}\urnaoo I I I I 5/3/2005 1:17 PAGE 003/003 Fax Server . . . ANNUITY VALUE DETAIL AS OF 10/05/04 Date of Current Purchase Effective Payment Annual Rate Account Value ($) . 01/30/03 3.15% 31,558.91 Total Contract Value*: $ 31,558.91 New effective annual rates for your account will be determined when the current arantee expires. The Current Effective Annual Rate includes any applicable interest enhancement. If you have any questions conceming your annuity, please contact your represent tive or financial advisor at your financial instib.Jtion. .. The Total Contract Value Is not necessarily the amount available for withdrawal. The amount avallabl for withdrawal is the total contract value less any withdrawal charges and applicable premium taxes. 2 A17RJ4XU.N01 A,j,l!OOOZA11R.KIl:\A11FU4XUmooo I I I t . LAST WILL AND TESTAMENT 0 CAROLYN C. OSBORN I, Carolyn C. Osborn, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my ast Will and Testament and revoke all Wills and Codicils reviously made by me. ITEM I: I direct that all my legally enforceable debts and funeral expenses, including all expenses of last illness, shall be paid from my residuary estate as soon as acticable after my decease as a part of the expense of the admin'stration of my estate. ITEM II: I bequeath any automobiles or otor vehicles I may own at my death, my personal effects, such ho sehold goods if any as may be my individual property and not the roper'ty of my husband and me, and other tangible personal p operty of like nature (not including cash or securities), ether with any existing insurance thereon, to my husband, rge K. Osborn, providing he survives me by thirty (30) days. Should my said husband predecease me or die on or before the thirtieth day following my death, I bequeath such tangible ersonal property and insurance thereon to my daughter, Carolyn L. sborn. ITEM III: If my said husband survives (and for the purpose of this Item III, I direct that my sa d husband shall be presumed to have survived me unless it appear unmistakably that he predeceased me), and if the Federal Estate tax falling due because of my death will be reduced by making this gift for his .....----. ). +~'-. /' \ ~/ .... \ , '--,..,;(1.... ,-..,.----t...'c._~ ,- / ) ,-? .._- .;v' . . benefit, I devise and bequeath to my said hus and, absolutely, the least amount of assets in my estate that qual'fy for the marital deduction as will be sufficient to reduce the Federal Estate tax to the lowest possible figure after taking in 0 account the unified credit and all other credits and dedu tions available to my estate for Federal Estate tax purposes. Ac ordingly, I direct: A. If the marital deduction, or any similar benefit available under the Federal Estate tax law in effect when I die, is allowable with respect to any property, in property held by the entireties, which my said husband has eceived prior to my death or at my death will receive otherwise t an pufsuant to this Item III, the value of such property shall be taken into consideration in calculating the size of the ift under this Item III. B. No assets nor proceeds of any as et ineligible fOr the marital deduction, or any similar benefit and no assets nor proceeds of any asset with respect to which a y tax credit or deduction shall be available because it shall be subject to both Federal Estate and Federal Income taxes (exce t to the extent that such allocation is necessary to reduce Federa Estate taxes in my estate) shall be allocated to the gift under Item III. C. Cash, securities and other prope including real estate and interests therein, may be allocate to the gift under this Item III. D. Any property included in my est te at the time of my death and allocated in kind under this Item III shall be valued ..-- ~ I ,/" /:; ~ - --.... /' .,' .' ,/ ~/ \.-. .../ ...~, / ~ , l . . for that purpose at the value thereof as fin lly determined for Federal Estate tax purposes; provided furthe , that the aggregate fair market value of such property, includin cash, on the date or dates of allocation to the gift under this Item III, plus the value as finally determined for Federal Estat tax purposes of all other property qualifying for the marital ded ction, shall amount to no less than the value of the marital dedu tion as finally determined for Federal Estate tax purposes. E. If any provision of my last Will shall result in depriving my estate of the marital deduction or Federal Estate tax purposes, such provision is hereby revoke , and my last Will shall be read as if any portion thereof incon istent with the allowance of the marital deduction for Federa Estate tax purposes is null and void. ITEM IV: I devise and bequeath the resi ue of my estate of every nature and wherever situate, including ny property over which I shall have any power of appointment, o my Trustee hereinafter named, IN TRUST, for the followin uses and purposes and subject to the following terms, condition and provisions: A. My Trustee shall pay all of the income therefrom to my said husband during his lifetime in such p riodic installments as he and my Trustee shall find convenient, b t not less frequently than quarter-annually. B. My Trustee shall be fully autho ized and shall have the sole discretion during the lifetime of my said husband to pay to him or to expend for his benefit so much 0 the principal of ~-_..- ~./ .---. (:: ~r:_.e~.. -79 ~'~~<;~;;~/~:~-,.~/// /;1 ,.-.....~~._..... , I " .,oJ ~..." " --........ . . , the Trust as my Trustee shall deem necessary or advisable from time to time for the support, health and med cal care, and maintenance in reasonable comfort of my said husband, taking into consideration all other income and other res available to him for such purposes from all sources known Trustee. C. In addition, my Trustee shall e fully authorized during the lifetime of my husband, with his ritten consent, unless he shall be incapable of giving such onsent, to pay to him, or to expend directly, for the benefit my father and/or my mother, John Craig and Lucile S. Craig, and husband's mother, Alice S. Osborn, so much of the principal of the Trust as my Trustee, in its sole discretion, shall deem or desirable from time to time for the support, health an care, and maintenance in reasonable comfort of my pare ts and my husband's mother, taking into consideration all other ncome and other resources available to them for such purpose from all sources known to my Trustee. D. In addition to the above provi my said husband shall have the power to direct my Trustee to to him or to apply out of the principal of this Trust in year, including the year of my death, an amount not in exces the greater of Five Thousand ($5,000.00) Dollars or five (50) percent of the then aggregate value of the principal of this Tru This power shall be non-cumulative and my be .exercised only b instrument in writing signed by my said husband and delive ---------')..------ . "./ // ,'. /.-. " .' " (" J .' / ," ( -..-; _~ 1j~'~ ?,.( j , />I.~..:::'~/l~:~~/_. / ) . /../ \ ./ t:/ ' .____'R- I l E. Upon the death of my said husb nd, or upon my death if he predeceases me, this Trust shall termi ate, and the then remaining principal and any accrued or undis ributed income therefrom shall be paid over, conveyed and d stributed, discharged of the trust, as follows: ( i ) Unto my daughter, .Caroly L. Osborn, provided she shall be then living. (ii) Should my said daughter e then deceased unto her then living issue, per st. rpes. (iii) Should my said daughter be then deceased without then living issue, unto my first cousin, Jean (Sheena) Dunlop, should she be the living. (iv) Should my said daughter e then deceased without then living issue and shou my said first cousin be then deceased, unto the hen living issue of my said first cousin, Jean (Sheena) Dunlop, per stirpes. ITEM V: I appoint Farmers Trust Compan , of Carlisle, Pennsylvania, Trustee of the trust created u Item IV. If my Trustee shall merge with or be consolidated another corporate fiduciary, such corporate fiduciary shall su ceed to all the duties and to all of the powers, including di scretionary powers, herein granted to my Trustee. ITEM VI: The following provisions shall apply to the Trust created under Item IV, above: A. J;n case the income or any discr etionary payments of principal become payable to a minor, or to a erson under legal ..----~;.; ~' /;. . -j/--~.,~<. /' -' \,.,_." ,,/ '~_.,'_,,__~ ." . (~"f. ...~:~-.. ! . /;~~ "f.,,z:::Ji' /"~, // ') ./.:~~/ ,--,) j --,. " , . disability or to a person not adjudicated i competent, but who, by reason of illness or mental or physical dis is in the opinion of my Trustee unable properly to ad such amounts, then such amounts shall be paid out by my T stee in such of the following ways as my Trustee shall deem best: (1) Directly to such beneficiary; (2) To the legally appointed guardian of such beneficiary; (3) To some relative or frie d for the support, health and medical care, and education of such beneficiary; or (4) By my Trustee, using suc amounts directly for such beneficiary's suppo t, health and medical care, and education. B. No beneficial interest under t e Trust, whether in income or principal, shall be subject to ant'cipation, assignment, pledge, sale or transfer in any manner, nor hall any beneficiary have the power to anticipate, encumber or ch rge such interest, nor shall such interest, while in the posses ion of my Trustee, be liable for or subject to the debts, contract, obligations, liabilities or torts of any beneficiary. c. Any income, accrued or undistri uted at the termination of any estate or interest, shall be paid by my Trustee as income to the persons entitled to the nex successive interest in the proportions in which they take such i terest. ITEM VII: All Federal, state and other death taxes payable because of my death, with respect to the erty forming my gross estate for tax purposes, whether passing r this Will or otherwise, including any interest or penalty imposed in connection //~~~~;' <-::-:' (/--'.' / / ~' :-"'. j (-: /\ ..- <-:-/(::('1 ;".....// .. ,...-.oj" "--. ) __.,../ . , with such taxes, shall be considered a part f the expense of the administration of my estate and shall be pai out of the principal of my residuary estate under Item IV hereof ithout apportionment or right of reimbursement. ITEM VIII: I appoint my husband, Georg K. Osborn, Executor of this my last Will and Testatment. Should y said husband fail to qualify or cease to act as Executor, my daughter, Carolyn L. Osborn, Executrix of this my last Will and Testament. ITEM IX: I direct that all fiduciaries acting under this Will, whether or not named herein, shall not be required to give bond for the faithful performance of their d ties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, ? '(;;C' this /1 '::-' day of January, 1990. r:::/;' (// .' ..~;7 '-J.... '/ ;' ..' .' /./ y / -~.<,,-~ ./ ~. ~:'._'-. " .r.Lf. _ ../ [ SEAL] ~.~ ~ - - The preceding instrument, consisting of this and six (6 ) other typewritten pages, each identified by he signature of the Testatrix, was on the date thereof, signed, and declared by Carolyn C. Osborn, the Testatrix therein and for her last Will, in the presence of us, who, at he request, in her presence and in the presence of each other, subscribed our as witnesses hereto. \' names h II , ) \ \ .' I ~ .' V-I -. 1.'.'1'-...- " ~ j j I i I I ." , COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND We, Carolyn C. Osborn, Dale F. Shughart, Jr. and Mary M. Price, the Testatrix and the witnesses, ctively, whose names are signed to the foregoing instrument, first duly sworn, do hereby declare to the undersigned authority hat the Testatrix signed and executed the instrument as her La tWill and that she had signed willingly, and that she executed 't as her free and voluntary act for the purposes therein expre sed, and that each of the witnesses, in the presence and hearing the Testatrix, signed the Will as witness and that to the st of his/her knowledge the Testatrix was at that teen years of age Ol~ older, of sound mind and under no constraint --- -.--...// Subscribed, sworn to and acknowledged fore me by Carolyn C. Osborn, the Testatrix, and subscribed and sw rn to before me by Dale F. Shughart, Jr. and Mary M. Price, wit I (t:i day of January, 1990. ~ - \:~"i;-':{'i:\:" ::;~.~'\:_. f:;;"):',ii ~ -E 1... ;;_":'.1:_,-: .'~l5/.i :~.'; :'_ -I: :~.,.T (:('. '~~_\( "" , :,' ," ::,"-"1 ~~/: ",f ;'~ c.: :'.f ~.'il :'::".'~~:.~ I I ~ . Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Osborn, Carolyn C. No. 1-04-916 also known as Date 0 Death 10/5/2004 , Deceased Social ecurity No. 552-34-0508 Carolyn L. Osborn The Personal Representative(s) of the above Estate, deceased. verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate located i the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory rep sents its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Com nwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the st tements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the p nalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Personal Representative Attorney: Dale F Shughart, Jr. Esquire Signature: . Osborn I.D. No.: 19373 Address: 35 E. High Street, Suite 203 Address: Carlisle, P A 17013 Telephone: 717/241-4311 )( Dated: ~ - / 3 - Personal PrODertv ,~_). 1 " 600 shares of Allied Irish Bank 20,.436.00 @ 34.06 per share ...,.".. ......... (CUSIP #019228402) -n _.. . -'" 500 shares of Alltel Corp 21,110,00 @ 55.42 per share (.) (CUSIP #020039103) w 300 shares of American International Group, Inc. 20,173.50 @ 67.25 per share (CUSIP # 0268740107) 200 shares of Anheuser Busch Cos., Inc. 10,096.00 @ 50.48 per share (CUSIP #035229103) 200 shares of Aqua America, Inc. 4,389.00 @ 21.95 per share (CUSIP #03836w013) (Attach additional sheets if necessary) Total Personal Property and eal Estate $1,359,356.14 ~ I I , Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of Osborn, Carolyn C. No. 1-04-916 also known as Date 0 Death 10/5/2004 , Deceased Social ecurity No. 552-34-0508 200 shares of Armor Holding, Inc. 8,843.00 @ 44.22 per share (CUSIP #042260109) 1000 shares of Avon Products, Inc. 43,595,00 @ 43.60 per share (CUSIP #054303102) 264 shares ofBP PLC Spons ADR 15,457.20 @ 58.55 per share (CUSIP #055622104 400 shares of Briston Myers Squibb Co. 9,692.00 @ 24.23 per share (CUSIP #110122108) x dividend 112.00 200 shares of Carlisle Companies, Inc. 13,024.00 @ 65.12 per share (CUSIP #142339100 300 shares of Citigroup 13,387.50 @ 44.63 per share (CUSIP #172967101) 200 shares of Citigroup Cap IX 6% Pfd 4,975.00 @ 24.88 per share (CUSIP # 173066200) 200 shares of Diebold Incorporated 9,584.00 @ 47.92 per share (CUSIP # 253651103) 600 shares of Enron Corp 25.95 @ .04 per share (CUSIP # 293561106) 200 shares of Exxon Mobil Corp. 9,862.00 @ 49,31 per share (CUSIP # 30231g102) 100 shares of First Data Corp. 4,415.00 @ 44.15 per share (CUSIP #319963 104)h 2 I I I .. I . . Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of Osborn, Carolyn C. No. 1-04-916 also known as Date Death 10/5/2004 , Deceased Social ecurity No, 552-34-0508 723 shares of Fulton Financial Corp 15,609.57 @ 21.59 per share (CUSIP #360271100 x dividend 119.30 1870 shares of General Electric Company 63,523.90 @ 33.97 per share (CUSIP #369604103) x dividend 374.00 200 shares ofHSBC Holdings PLC-Spons 16,130.00 @ 80.65 per share (CUSIP #404280406) x dividend 130.00 300 shares of Home Depot 11,832.00 @ 39.44 per share (CUSIP #437076102) 200 shares ofIntel Corp 4,246.00 @ 21.23 per share (CUSIP #458140100) 200 shares of Johnson Controls Inc. 11,457.00 @ 57.29 per share (CUSIP #478366107) 500 shares of Johnson & Johnson 28,675.00 @ 57.35 per share (CUSIP #478160104) 108.82 shares of Kinder Morgan MGMT LLC 4,559.01 @ 41.90 per share (CUSIP #49455uI00) 5 shares of Liberty Media Inti Inc. A 172.73 @ 34.55 per share (CUSIP #530719103) 100 shares of Liberty Media Corp A 878.50 @ 8.79 per share (CUSIP #530718105) 3 . . Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of Osborn, Carolyn C. No. 1-04-916 also known as Date 0 Death 10/5/2004 , Deceased Social ecurity No. 552-34-0508 800 shares of Microsoft Corp 22,620.00 @ 28.28 per share (CUSIP #594918104) 4900 shares ofNuveen PA INVT Quality 73,573.50 @ 15,02 per share (CUSIP #670972108) 500 shares of Pepsico Incorporated 24,925.00 @ 49.85 per share (CUSIP #713448108) 400 shares of Pifzer Incorporated 12,538.00 @ 31.35 per share (CUSIP #717081103) 274 shares of Plum Creek Timber Co. 9,762,62 @ 35.63 per share (CUSIP #729251108) 400 shares of Popular Inc, 10,564.00 @ 26.41 per share (CUSIP #733174106) 400 shares of Procter & Gamble Co. 21,676.00 @ 54.19 per share (CUSIP #742718109) 300 shares of Royal Bank of Scotland 9% 8,347.50 @ 27.83 per share (CUSIP #780097705) 300 shares of SBC Communications Corp 8,122.50 @ 27,08 per share (CUSIP #78387g103) x dividend 93.75 10 shares of SPDR TR Unit Ser 1 1,138.50 @ 113.85 per share (CUSIP #84262FI03) x dividend 4.69 4 . .' , Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of Osborn, Carolyn C. No. 1-04-916 also known as Date f Death 10/5/2004 . Deceased Socia Security No. 552-34-0508 150 shares of Starbucks Corp 7,084.50 @ 47.23 per share (CUS1P #855244109) 500 shares of 3M Co. 39,267.50 @ 78.54 per share (CUS1P #88579yl01) 200 shares of United Technologies Corp 18,786.00 @ 93.93 per share (CUSIP #913017109) 300 shares ofVerizon Communications 12,309.00 @ 41.03 per share 300 shares of Walgreen Company 10,855.50 @ 36.19 per share (CUSIP #931422109) 640 shares of Wells Fargo 7% Cap V 16,803,20 @ 26.26 per share (CUSIP #949751209) 300 shares of Wells Fargo Company 18,118.50 @ 60.40 per share (CUSIP #949746101) 247.864 shares ofSPDR TR Unit Ser 1 28,219.32 @ 113.54 per share (CUSIP #78462fl03) 365.688 shares of Vanguard Wellington Fund 10,868.25 @ 29.72 per share (CUSIP #92935102) Jewelry, value based on attached appraisal of Melanie A. Marts, 2,585.00 Coins and currency in safe deposit box, valued based upon attached apprais of Alyssa Loney. 222.05 Household goods, furniture and furnishings, distributed in kind, value based n attached 25,136.00 appraisal of Allysa Loney. Household goods, furniture and furnishings, valued in accordance with actu a private sale price. 1,900.00 Household goods, furniture and furnishings sold at public auction. 2,795.00 5 I . . , ~ Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of Osborn, Carolyn C. No. 1-04-916 also known as , Deceased Social 552-34-0508 2001 Jacquar S-Type V6 Sedan 4d, value based upon Kelley Blue Book, at 21,675,00 M & T Bank, checking account #686972 17,496.42 Principal 17,496.23 Accrued interest .19 M & T Bank savings account #015004204212093 74,437.34 Principal 74,429.19 Accrued interest 8.15 M & T Bank savings account #015004204212100 42,809.95 Principal 42,805.25 Accrued interest 4.70 Wachovia Securities Money Market Account #6405-1377 192,525.70 Principal 192,504.02 Accrued interest 21.68 USAA, refund of homeowner's and auto insurance premiums (449.98 + 475 42) 925.40 Keystone Insurance Company, refund of insurance premium 17.90 Value Line Publishing, refund 149.00 GE Capital Assurance, refund of long term care insurance 960,66 First USA, travel insurance refund 17.25 The Sentinel, refund 26.00 Smithsonian Institution, refund 128.45 Verizon, cell phone, refund 28.94 Comcast, refund 36.00 PA Department of Revenue, income tax refund. 305.00 T ax proration on home sale. 914.09 AFIC, refund of insurance premium. 10 3,00 Total Perso al Property $1,114,356.14 6 . .', J Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of Osborn, Carolyn C. No. 1-04-916 also known as Date Death 10/5/2004 , Deceased Social ecurity No, 552-34-0508 Real Estate House and lot located at 632 Belvedere Street, Borough of Carlisle, Cumbe land County, 245,000.00 Pennsylvania. Prior deed reference: Deed Book "C", Vol. 31, Page 843, Cu berland County Tax Parcel No. 04-22-0481-040. Value based upon actual sale price. HUD- attached. Tot I Real Estate $245,000.00 7 - COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 005429 SHUGHART DALE F JR 35 EAST HIGH STREET SUITE 203 CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER ___~U__ fold ._..nh~. __n__u 101 I $3,823.49 ESTATE INFORMATION: SSN: 552-34-0508 I FILE NUMBER: 2104-0916 I DECEDENT NAME: OSBORN CAROLYN C I DATE OF PAYMENT: 06/14/2005 I POSTMARK DATE: 06114/2005 I COUNTY: CUMBERLAND I DATE OF DEATH: 10/05/2004 I I TOTAL AMOUNT PAID: $3,823.49 REMARKS: CHECK# 1076 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WillS REGISTER OF WILLS 09-05-2005 OSBORN 10-05-2004 21 04-0916 CUMBERLAND 101 APPEAL DATE: 11-04-2005 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS +- REY:is47-Ex-AFP-io3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEHENT:-ALLOWANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX CAROL YN C FILE NO. 21 04-0916 ACN 101 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~"~n r-""c ('- NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL,',!,"\'l\"")I'1:Jn.; ,j';-",,~ ,_:APPRAISEHENT, ALLolIANCE DR oISALLDIIANCE ~:~~T~:;~DIAX DIVISION .,- - :... ~ " -\ I OF DEDUCTIONS AND ASSESSMENT OF TAX HARRISBURG PA 17128-0601 ?nns CCcp -? ,-.,)~ "- .... .- Pt'l i2: II DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN CLERK n:~-, _,',' DALE F SH~RART-JR STE 203 ~, 35 E HIGH ST CARLISLE 'n- ESQ PA 17013 ESTATE OF OSBORN *' REV-15~7 EX AFP (06-05) CAROLYN C TAX RETURN liAS: I X I ACCEPTED AS FILED I CHANGED DATE 09-05-2005 If an assess.ent was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: IS. AlIOUIlt of Line 14 at Spousal rate US) 16. A.ount of Line 14 taxable at Lineal/Class A rat. (16) 17. A.ount of Line 1" at Sibling rat. (17) 18. ADOUnt of Line 1" taxable at Collateral/Class Brat. (18) 19. Principal Tax Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Re.l Estat. (Schedule A) 2. stocks and Bonds (Schedula B) 3. Closely Held Stock/Partnership Interest (Schedule Cl 4. HortgageslNotes Receivable (Schedule Dl s. Cash/Bank Depositsll1isc. Personal Property (Schedule El 6. ~ointly Owned Property (Schedule Fl 7. Transfers (Schedule Gl 8. Total Assets III 121 131 I'll 151 161 171 245.000.00 729.161. 99 .00 .00 385.194.15 .00 60,044.73 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule Hl 10. Debts/Mortgage Liabilities/Liens (Schedule Il 11. Total Deductions 12. Net V.lue of Tax Return 13. Charitable/Government.l Bequestsi Non-elected 9113 Trusts (Schedule ~l 14. Net Value of Est.te Subject to Tax 191 1101 58,308.84 9.458.87 1111 1121 1131 1141 NOTE: .00 1,351,633.16 .00 .00 x 00 = X 045 = X 12 = X 15 = TA AHoUNT PAID 54,150.00 3,823.49 DATE 01-03-2005 06-14-2005 _BER CD004794 CD005429 INTEREST/PEN PAID I-I 2,850.00 .00 ~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insure proper credi t to your account I sub.it the upper portion of this form with your tax payltBnt. 1,419,400.87 '-7.71.7 71 1,351,633.16 .00 1,351,633.16 1191= .00 60,823.49 .00 .00 60,823.49 60,823.49 .00 .00 .00 IF TOTAL DUE IS LESS THAN 01, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I STATUS REPORT UNDER RULE 6.12 Name of Decedent: Carolyn C. Osborn Date of Death: October 5, 2004 Admin. No. 21-04-916 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' Court and may be attached to this report. Date: September 8, 2005 JJ ( l! ,- ,_.' L,') Dale F. Shughart, Supreme Court I.D. 35 East High Street, 203 Carlisle, PA 17013 (717) 241-4311 Counsel for Personal Representative Carolyn L. Osborn Lr:;. u--.: c- ~. :. I c~ C I: t..,;;.;" C';,.j cc ... .J lL, Co') [, ,:..> C.) 1'- ' LC t ...._~ ~:::....:. C'-J eQ