HomeMy WebLinkAbout04-0982 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Amanda E. Peffer NO.
also known as To:
Register of Wills for the
Deceased. County of Cumberland in the
Social Security No. 173 - 14-17 ~ 0 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 execut o r named
in the last will of the above decedent, dated September 24, 2004 ,
and codicil(s) dated Ncm~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania with.
her last family or principal residence at 770 South Hanover Street, Carlisle
p~n~ylv~n~a: Borouqh of Carlisle, Pennsylvania
(list street, number and muncipality)
Decendent, then 83 years of age, died October 15, ,1~2004
at__Carlisle Reqional Medical Center, Carlisle, Pennsylvan~ '
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 450,000.00
(If not domiciled in Pa.) Personal property in Pennsylvania $ --- None
(If not domiciled in Pa.) Personal property in County $ --- None
Value of real estate in Pennsylvania $ --- None
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will :and codicil(s)
presented herewith and the grant of letters Testamentary ~
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron. ~
Manufacturers and Traders Trust Company
One West HigB Street
Carlisle, Pennsylvania l/U13
Vice President/Trust Officer
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and. truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this ~ £i day of
'" ~ -: ,~ / Re~ister [
Estate Of Amanda E. Peffer , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
.AND NOW. i 0,'7-el 0 q 1~. in cor:sideration~ ~ '" ,'edfior' on
the reverse side hereof, satisfactory proof having been presented Before me,
IT IS DECREED that the instrument(s) dated September 24, 2004
described therein be admitted to probate and filed of record as the last will of Amanda ~
and Letters Testamentary
are hereby granted to Manufacturers and Trador~ 'PrUs~- Comp=_ny
FEES
Probate, Letters, Etc .......... $7~~''~ Frances H. Delnuca __
~ Certificates( ) .......... $ ~0[~0 A~ORNEY ~Sup. C:.i.m No.>
n~ia.i= L~.P~ .... 5~ Ten West Hiqh Street. Carlisle,
..... ~( (3 S [0 [)[" ADDRESS PA 17013
TOTAL __ S~ : ' ~,'
717-249-1323
Filed ...................................
OCT ]
~le5 :.~ ~ev ~/a? COMMONWEALTH OF PENNSYLVANIA · OEPARTMEN? OF HEALTH · VITAL RECORDS
~.~,p.,.,'-~ CERTIFICATE OF DEATH
83 ~ ~ ~ Nov.9,1920 Centre Coun
LAST WILL
I, AMANDA ELIZABETH PEFFER, of the Borough of Carlisle, Cumberland
County, Pennsylvania, declare this to be my Last Will and revoke any will previously
made by me.
I. I bequeath to my husband's three nephews, Ronald Peffer, Paul McClure
Peffer and Jeffrey Ray Peffer, such items of my tangible personal property as they may
amicably select and agree upon, or as my Executor may direct with due regard for their
respective preferences and in as nearly equal shares as practicable. The remainder of nay
tangible personal property, if any, is to be sold at public or private sale, with the proceeds
therefrom being applied to my residuary estate.
1I. I bequeath the sum of Ten Thousand ($10,000) Dollars to my niece, Rita
Corkle, providing she shall survive me by thirty days. Should she predecease me or died
on or before the thirtieth day following my death, then to her son, Daniel L. Corkle if
living on the thirty-first day following my death; other~vise to be distributed as a part of
my residuary estate
III. I bequeath the sum of Ten Thousand ($10,000) Dollars to my niece, Carol
Wesley, providing she shall survive me by thirty days. Should she predecease me or die
on or before the thirtieth day following my death, then to her adult children, Timothy
Wesley and Kara Wesley, in equal shares, or to the survivor of them living on the thirty-
first day following my death; otherwise to lapse and be distributed as a part of any
residuary estate.
IV. I bequeath the sum of Twenty-five Hundred ($2,500) Dollars to my friend,
Elaine Miller Gordon, providing she shall survive me by thirty days, otherwise to lapse
and be distributed as a part of my residuary estate.
V. I bequeath the sum of Ten Thousand ($10,000) Dollars to the Shriners
Children Hospital, Zembo Shrine, Harrisburg, PA.
VI. I bequeath the sum of Twenty Thousand ($20,000) Dollars to the PSU
College of Medicine, Milton S. Hershey Medical Center, to benefit research in
Neurosciences.
VII. I bequeath the sum of One Thousand ($1,000) Dollars to each of the
following named organizations, or their respective successors:
A. The Allison United Methodist Church of Carlisle, Pennsylvania;
B. The American Cancer Society, Cumberland County Unit, Carlisle,
Pennsylvania;
C. The American Red Cross, Cumberland County Chapter, Carlisle,
Pennsylvania;
D. The American Heart Association, Pennsylvania Affiliate, Inc.,
Wormleysburg, Pennsylvania; and
E. Chapel Pointe of Carlisle, Pennsylvania.
VIII. I bequeath the rest, residue and remainder of my estate of every nature and
wherever situate in equal shares to my husband's three nephews, Ronald Peffer, Paul
McClure Peffer, and Jeffrey Ray Peffer, provided they shall survive me by thirty days.
Should any of said residuary beneficiaries predecease me or die on or before the thirtieth
day following my death, l bequeath their share to their respective issue per stirpes living
2
on the thirty-first day following my death, or, failing surviving issue, to the survivor(s) of
them.
IX. All federal, state and other death taxes payable because of my death, with
respect to the property forming my gross estate for tax purposes, whether or not passing
under this will, including any interest or penalty imposed in connection with such tax,
shall be considered a part of the expense of the administration of my estate and shall be
paid out of my residuary estate, without apportionment or right of reimbursement. All
such taxes on present or future interests shall be paid at such time or times as my
Executor may think proper, regardless of whether such taxes are then due.
X. I appoint Manufacturers and Traders Trust Company of Carlisle, or its
successor in business, Guardian of any property which passes to a minor and with respect
to which I am authorized to appoint a guardian and have not otherwise specifically done
so, except that should the value of any share of my estate to which a minor shall be
entitled be such that the amount may be paid or delivered to him or her in his or her
behalf without the appointment of a guardian or other fiduciary or the delivery of
security, then the interest shall not pass to the Guardian. Such Guardian shall have the
power to use principal as well as income from time to time for the minor's education,
support and welfare without regard to his or her parent's ability to provide for such
education, support and welfare or to make payment for these purposes, without further
responsibility, to the minor or to the minor's parents or to any person taking care of the
minor.
XI. I appoint Manufacturers and Traders Trust Company of Carlisle,
Pennsylvania, or its successor in business, Executor of this my Last Will.
XII. I direct that my Ex¢cu[or and Guardian or their successors shall not be
required to give bond for the faithful performance of their duties in any jurisdiction.
1N WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last
Will this :~ ~//~tay of September, 2004.
4
The preceding instrument consisting of four (4) page(s) was on the date thereof
signed, published and declared by AMANDA ELIZABETH PEFFER the testator herein,
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.
STATE OF PENNSYLVANIA ::
SS
COUNTY OF CUMBERLAND ::
We, AMANDA ELIZABETH PEFFER, Frances H. Del Duca and Sharon A.
Diehl, the testator and witnesses, respectively, whose names are signed to the attached or
foregoing instrument, being first duly sworn, do hereby declare to the undersigned
authority that the testator signed and executed the instrument as her Last Will and that she
had signed willingly, and that she executed it as her fi'ee and voluntary act for the
purposes therein expressed, and that each of the witnesses, in the presence and hearing of
the testator, signed the will as witness and that to the best of her knowledge the testator
was at that time eighteen years of age or older, of sound mind and under no constraint or
undue influence.
/" l~ , /
Testator /~' () W imess
Witness
SUBSCRIBED, swol-n to and aclo:owiedged betbre me by AMANDA
ELIZABETH PEFFER, the testator, and subscribed and swon~ to betbre me by Frances
H. Del Duca and Sharon A. Diehl this ~q'4~ da3' of Septe nber, 2004.
Notary Public
MaT Investment Group Private Client Services
One West High Street
Carlisle, PA 17013
717-240-4505 Toll Free 1-800-822-2155
Register of Wills
Cumberland County Court House
One Courthouse Square
Carlisle, PA 17013
CERTIFICATION OF NOTICE UNDER RULE $.6 (a)
Name of Decedent: AMANDA E. PEFFER
Date of Death: October 15, 2004
Will No. 2004-00982 Admin No. 21-04-0982
To the Register:
I certify that notice of (beneficial interest) 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 November 1, 2004:
Ronald Peffer Paul M. Peffer Jeffrey R. Peffer Rita F. C~kle
214 Cherokee Drive 35 Creek Road 700 Pinetown Road P.O. Box 3401
Mechanicsburg, PA 17055 Dillsburg, PA 17019 Lewisberty PA 17339 Care Free, AZ 85377
Carol F. Wesley Elaine Miller Gordon Shrines Childrens Hospital American Red Cross
1284 Timberview Drive 81 Sunset Drive Katherine D. Stoddard, Esq. Attn: Sherrie Davis
Mechanicsburg, PA 17055 Carlisle, PA 17013 P.O. Box 31356 1710 Rimer Highway
2900 Rocky Pointe Drive Carlisle, PA 17013
Tampa, FL 33631-3356
PSU College of Medicine Allison United Methodist Church American Cancer Society
Milton S. Hershey Medical Ctr. 99 Mooreland Avenue Attn: Vicki Harbin
Office of University Development Carlisle, PA 17013 P.O. Box 897
P.O. Box 852 Hershey, PA 17033
Hemhey, PA 17033-0852
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
Novemberl, 2004 Signature ~(2/~. ~, ~.&~
~c~ David C. Gority, Vice~rest-'gi-t-t-t-t-t-t~ent and Trust Officer
~' Manufacturers and Traders Trust Company
~:5~ One West High Street
Carlisle, PA 17013
· qr (717) 240-4505
~:~ Capacity: Personal Representative
cc: Frances DelDuca, Esq. (Attorney for Estate)
REV-1162 EX(11-96)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601 PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT NO. CD 004798
DUPLICATE
MANUFACTURERS & TRADERS TR.CO.
ONE WEST HIGH STREET
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fold
101 $82,000.00
ESTATE INFORMATION: SSN: 173-14-1750
FILE NUMBER: 2104-0982
DECEDENT NAME: PEFFER AMANDA E
DATE OF PAYMENT: 01/05/2005
3OSTMARK DATE: 01/05/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 10/15/2004
TOTAL AMOUNT PAID' $82,000.00
REMARKS: M&T INVESTMENT
CHECK# 100380064
INITIALS' VZ
RECEIVED BY' GLENDA FARNER STRASBAUGH
SEAL
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MANUFACTURERS & TRADERS TR.CO.
ONE WEST HIGH STREET
CARLISLE, PA 17013
___n___ fold
ESTATE INFORMATION: SSN: 173-14-1750
FILE NUMBER: 2104-0982
DECEDENT NAME: PEFFER AMANDA E
DATE OF PAYMENT: 04/28/2005
POSTMARK DATE: 04/28/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 10/15/2004
NO. CD 005268
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4,198.24
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: M& T
CHECK# 083599028
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
$4,198.24
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REV-1500 EX (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128.0601
REV-1500
OFFICIAL USE ONLY
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FILE NUMBER
21 04
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
0982
COUNTY CODE
YEAR
I-
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(,)
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C
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
PEFFER, Amanda E.
SOCIAL SECURITY NUMBER
173-14-1750
DATE OF BIRTH (MM-DD-YEAR)
11/09/1920
DATE OF DEATH (MM-DD-YEAR)
10/15/2004
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
[iJ 1. Original Retum
o 4. Limited Estate
o 6. Decedent Died Testate (Allach copy of WilQ
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Allach copyotT",sl)
o 10. Spousal Poverty Credit (dale of dealh between 12-31-91 and 1-1-95)
o 3. Remainder Retum (dale of death phor 10 12.13.82)
o 5. Federal Estate Tax Retum Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Allach Sch 0)
I
NAME
David C. Garity, Vice President & Trust Officer
FIRM NAME (If Applicable)
Manufacturers & Traders Trust Company
TELEPHONE NUMBER
(717) 240-4505
COMPLETE MAILING ADDRESS
One West High Street
Carlisle, PA 17013
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1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
0.00
223,041.10
0.00
0.00
441,885.39
ONLY
......,
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-)
,)
(..:,)
-"J
-'.j
5,876.31
670,802.80
(8)
31,605.89
770.01
(11)
(12)
(13)
32,375.90
638,426.90
35,000.00
(14)
603,426.90
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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(,)
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x .0_ (15)
x .0_ (16)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
x .12 (17)
603,426.90 x .15 (18)
(19)
90.514.03
90,514.03
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS
7 Alliance Drive
Apartment # 201
CITY C r I I STATE T ZIP 17013
arise, PA
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
90,514.03
82,000.00
4,315.79
Total Credits (A + B + C ) (2)
86,315.79
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
4,198.24
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
4,198.24
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;.......................................................................................... D
b. retain the right to designate who shall use the property transferred or its income; ............................................ D
c. retain a reversionary interest; or.......................................................................................................................... D
d. receive the promise for life of either payments, benefits or care? ...................................................................... D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ ~
No
~
~
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[i]
[iJ
~
D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of pe~ury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct
and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
OF PERSON}1SPO SIBLE FOR FlUNG RE~_ D~'PR 2 8 2009
C - tI fJ r W~ ~.,
ADD SS
One West High Stree , Carlisle, PA 17013
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
ADDRESS
DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV.1502 EX+ (6'9_
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
Amanda E. Peffer
FILE NUMBER
21-04-0982
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
None
0.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0.00
REV-1503 EX+ (6-98)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Amanda E. Peffer
FILE NUMBER
21-04-0982
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
12,012.64 shares MTB Intermediate Term Bond Fund
VALUE AT DATE
OF DEATH
3
1119.832 shares Oppenheimer Pennsylvania Municipal Bond Fund
121,928.30
87,574.03
13,538.77
2
9,056.26 shares MTB Limited Duration Bond Fund
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
223,041.10
REV-1508 EX+ (6-98) '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Amanda E. Peffer
FILE NUMBER
21-04-0982
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
TUA Amanda E. Peffer - Principal Cash @ DOD
2 TUA Amanda E. Peffer - Income Cash @ DOD
3 PNC Bank Checking Account 5003855533 @ DOD
4 PNC Bank Saving Account 5003851137 @ DOD
5 PNC Bank Certificate of Deposit 31700234103 @ DOD
6 Waypoint Bank Certificate of Deposit 7100091078 @ DOD
7 Waypoint Bank Certificate of Deposit 8000043041 @ DOD
8 Waypoint Bank Certificate of Deposit 9600011777 @ DOD
9 Waypoint Bank Certificate of Deposit 9600036840 @ DOD
10 Commerce Bank Certificate of Deposit 01800144 @ DOD
11 Commerce Bank Certificate of Deposit 01800120 @ DOD
12 Orrstown Bank Certificate of Deposit 4000003693 @ DOD
13 Western Southern Life Annuity Contract W0020732150 @ DOD
14 American Express Annuity Contract 93002365327 @ DOD
15 American Express Annuity Contract 93005204169 @ DOD
16 American Express Annuity Contract 93005924967 @ DOD
17 American Express Annuity Contract 93005935612 @ DOD
18 American Express Certificate of Deposit 00804091147 @ DOD
19 American Express Annuity Contract 930063307266 @ DOD
20 Refund - Hoffman Roth Funeral Home - Excess Contract Value
21 Social Security - Payment dated 10-3-04
22 American Express Annuity Payments dated 10-1-04
23 Refund Highmark Blue Shield Premium
24 Cash - Found at Apartment
25 Proceeds Sale Ladies Watch
VALUE AT DATE
OF DEATH
8,175.73
5,411.84
15,675.49
18,749.78
10,160.46
6,199.10
7,222.72
6,196.68
5,037.72
8,372.12
10,061.44
10,406.66
20,074.63
1,363.97
9,033.25
148,749.43
105,524.35
12,693.34
19,283.98
2,725.34
1,091.00
1,427.48
674.38
123.00
27.50
434,461.39
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX+ (6-98) '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Amanda E. Peffer
FILE NUMBER
21-04-0982
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
26 Personal Property as Appraised
DESCRIPTION
VALUE AT DATE
OF DEATH
27 1998 Ford Escort SE @ DaD
2,344.00
3,965.00
1,115.00
28 Ladies Diamond Ring as Appraised
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additionai sheets of the same size)
7,424.00
REV-1510 EX+ (6-98.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Amanda E. Peffer
FILE NUMBER
21-04-0982
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATlONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. Glenbrook Advantage Annuity Contract # GA0583908 5,876.31 100 5,876.31
Beneficiaries: 50% Carol Wesley, Niece & 50% Rita F. Corkle, Niece
TOTAL (Also enter on line 7 Recapitulation) $ 5,876.31
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99).
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-04-0982
ESTATE OF
Amanda E. Peffer
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A. FUNERAL EXPENSES:
1.
B.
1.
DESCRIPTION
AMOUNT
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Manufacturers & Traders Trust Company
24,300.00
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address One West High Street
City Carlisle
Year(s) Commission Paid: 2005
State PA Zip 17013
2.
Attorney Fees
5,000.00
3.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
0.00
Claimant
Street Address
City
State
. Zip
Relationship of Claimant to Decedent
4.
Probate Fees
398.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
The Sentinal- Advertising Letters Testamentary
Cumberland Law Journal- Advertising Letters Testamentary
M. Rutland, Goldsmith - Appraisal Fee
DeHart Auction Service - Appraisal Fee
Misc. Filing and Closing Costs
144.29
75.00
63.60
125.00
1,500.00
8
9
10
11
31,605.89
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (12-{)3) .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
Amanda E. Peffer
FILE NUMBER
21-04-0982
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
Chapel Pointe at Carlisle - Balance due
644.00
2
Sprint - Telephone Service
79.87
3
Cumberland Goodwill Fire & Rescue - Balance due
46.14
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
770.01
. REV-1513 EX+ (9-{)O)
'*
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Amanda E. Peffer
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
9e,c, 9116 (a) (1.211
l' Rita F. Corkle, P.O. Box 3401, Care Free, Al85377
2 Carol F. Wesley, 1~84 Timberview Dr., Mechanicsburg, PA 17055
3.' Elaine Miller Gordon, 81 Sunset Drive, Carlisle, PA 17013
4 Ronald Peffer, 214 Cherokee Dr., Mechanicsburg, PA 17055
5 Paul M. Peffer, 35 Creek Road, Dillsburg, PA 17019
6 Jeffrey R. Peffer, 700 Pinetown Road, Lewisbury, PA 17339
II
FILE NUMBER
21-04-0982
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
Niece
Niece
Friend
,Nephew
. Nephew
Nephew
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 Shrines Childrens Hospital, Tampa, FL
2 PSU College of Medicine, Milton S. Hershey Medical Center, Hershey, PA
3 Allison United Methodist Church, Carlisle, PA
4 American Cancer Society, Hershey, PA
5 American Red Cross, Carlisle, PA
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Amanda E. Peffer
FILE NUMBER
21-04-0982
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
6 American Heart Association, Camp Hill, PA 1,000.00
7 Chapel Pointe At Carlisle, Carlisle, PA 1,000.00
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 2,000.00
(If more space is needed, insert additional sheets of the same size)
o PNCBAN<
November 22, 2004
Maria Tompkins
M & T Investments
1 W. High Street
Carlisle, P A 17013
RE: Estate of Amanda E. Peffer, deceased
SSN: 173-14-1750
DOD: 10/15/2004
Dear Ms. Tompkins:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
..
Certificate of Deposit
Account #31700234103
Established OS/20/2002
AMANDA E PEFFER
DaD balance: $10,148.02 + $12.44 accrued interest
Checking Account
Account #5003855533
Established 10/18/200)
AMANDA E PEFFER
DaD balance: $15,675.36 + $.13 accrued interest
Savings Account
Account #500385113 7
Established 10/18/2001
AMANDA E PEFFER
DaD balance: $18,748.88 + $.90 accrued interest
The decedent maintained Investment Account (INV # 66462531). For furtherinformation
you may call the Brokerage Department at 1-800-762-2265,
Page 1 of2
!
/
,
-
,
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any imancial
transactions or provide statements. If you need assistance with any of these items,
please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
~001illLLWJl14
Rachelle Wells
1..800-762-1775
P7-PFSC-04-F
500 first Ave.
Pittsburgh PA 15219
Page 2 of2
Member FDIC
~lWayR.qtnJ
lID iE cg ib rr \W~1ITl
I nr:~ -1 2004 Jill
11/29/2004
M&T INVESTMENT GROUP
1 WHIGH ST
CARLISLE PA 17013
BY: -."----------"-__"'''11II
The information which you requested on the account(s) of AMANDA E PEFFER
(Social Security Number 173-14-1750) is/are as follows:
Account Number 7100091078 8000043041 9600011777 9600036840
Class of Account CERTIFICATE CERTIFICATE CERTIFICATE CERTIFICATE
Date Opened 052903 042298 060403 071304
Principal Balance 6193.47 7215.47 6191.06 5032.01
Accrued Interest 5.63 7.25 5.62 5.71
Balance at Date of 6199.10 7222.72 6196.68 5037.72
Death
Account Ownership SOLE SOLE SOLE SOLE
Name of Joint
Owner, if any
Date Ownership 052903
Was Established
042298
060403
071304
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name of Joint
Owner, if any
Date Ownership
Was Established
Additional .
Information
Requested
E E WATTS
SENIOR SERVICES REP.
P.O. Box 1711. HARRISBURG. PENNSYlVANIA 17105-1711
Tnll F=r...... I-R~~-W4VPnINT f1-R~~_q;:2q_7h.dh\ . IN VnAIl AAj:4 717/RIC;:_.dc;:nn . \AI\AI\AI\AI::...n",in+h""nlr 1""'"'
M&T Investment Group
1 West High Street
Carlisle, PA 17013
Commerce
~Bank
November 16, 2004
M&T Investment Group
RE: Amanda E Peffer
To Whom It May Concern:
On October 15, 2004 the balances in the following time deposits were as follows:
CD# 01800144: $8,370.52
CD# 01800120: $10,043.75
The accrued interest on the following time deposits was as follows on October 15,2004
CD# 01800144: $1.60
CD# 01800120: $17.69
If you should have any questions please feel free to contact me at 717-249-6650.
Sincerely,
~~
Abbey Black, CSR
Commerce Bank
Carlisle Commons
20 Noble Blvd.
Carlisle, P A 17013
717-249-6650
Commerce Bank I Harrisburg, N.A.
P.O. Box 8599
100 Senate Avenue
Camp Hill, Pennsylvania 17001-8599
... ~
C)R.RSTOWN. '..
"'BANK>
,..\;.
November 15,2004
Amanda E.,Peffer Estate
c/o M&T Investment Group
TrustDepartment .
One West High Street
Carlisle, pAl 70 i 3
To ~om It May Concern:
This memo is inreference to Certificate of Deposit Number 4000003693. At the time o'fMrs. Peffer's
death on October 15, 2004', the Certificate of Deposit was worth a total of$10, 406.66~ The original
value of the Certificate was $10,300.00 when it was opened on April 9, 2004. .
, .
If you have any questions, please do not hesitate to call me at 717...240-0808.
Sincerely,
~?
Imelda N. Stevison
Customer Service Representative
, -' .
, , .
PO Bo~ 250 -Shippensburg, PAU257 -(71-7) 532-6114 - (717) 532-,.4143.Fax - www;orrstown.com
t'
I.
Benkovich & Associates
J
MEMO
A [mancial advisory practice of
American Express Financial Advisors
Westwood Center
4661 Trindle Road
Camp Hill, P A 17011
717-761-4208 800-962-8694
Fax 717-761-6282
COpy
@
To:
David Gority - M & T Bank
Fax: 240-4559
Phone:
From:
Laure Kane
Date: 11123/04
Re:
Pages: 2
CC:
DUrgent
X For Review
o Please Comment
o Please Reply
o Please Recycle
Estate of Amanda E. Peffer
These are the values of the accounts as of 10/15/2004.
Certificates
Account Number
008040911474001
Total Value
$12693.34
Annuities - Post 1985
Account Number
930023653270004 Pia
930052041694004 Pia
93005924967 0004
930059356129004
930063307266004
931026682092004 Pia
Total Value
$1363.97
$9033.25
$148749.43
$105524.35
$19283.98
$0.00
IMA
Account Number
00020945259 8 021
Total Value
As below
~>1~~\
,,~@.C ." \t"~ '.
'.~ ~~ ~~
'. ". . ......,.;.,........."....
.e '(e. ~#-.,,~
Client Name: AMANDA E PEFFER
Date of Death: 10/15/2004
Account:
Valuation Date:
20945459
10/15/2004
Estimated Values
The date of death values provided are for estate tax purposes and are not a value to be paid. Accounts may be subject to
market fluctuation as governed by each product.
Please contact me if you have any questions.
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
334
4/29/2005
AMANDA E PEFFER
21-2004-982
MANUF AcnJRERS & TRADERS mUST co
1 WEST I-llGH ST
vz
CARLISLE, PA 17013
Qty
1
Fee Description
Additional Probate
Fee Total
70.00 $70.00
Total:
$70.00
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
334
4/29/2005
AMANDA E PEFFER
21-2004-982
MANUF ACIURERS & TRADERS TRUST CD
1 WEST HIGH ST
vz
CARLISLE, PA 17013
Qty
1
Fee Description
Additional Probate
Fee Total
70,00 $70.00
Total:
vd
D8'6(oou 537
$70.00
..,~.\~
' ~, r ' ,
'i ; )~:' I, I
'"..' ',.\
~\
'11~~"i;;,
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Checks should be made payable to the Register of Wills. Tenns: Net 30.
Please return one copy of this invoice with your payment. Thank you.
/'
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-2004-0982
ESTATE OF AMANDA E. PEFFER, DECEASED
====================================
FIRST AND FINAL ACCOUNT OF
Manufacturers and Traders Trust Company, Executor
================================================================================
Date of Death:
October 15, 2004
Date of Executor's Appointment:
October 29, 2004
Date of First Advertisement of Letters:
November 5, 2004
Accounting for the Period:
October 15, 2004 to
August 23, 2005
================================================================================
Purpose of Account: Manufacturers and Traders Trust Company, Executor, offers
this account to acquaint interested parties with the transactions that have
occurred during this administration.
It is important that the account be carefully examined. Requests for
additional information or questions or objections can be discussed with:
Manufacturers and Traders Trust Company
One West High Street
Carlisle, PA 17013
(717) 240-4505
Or
Frances Del Duca, Esquire
Ten West High Street
Carlisle, PA 17013
SUMMARY OF ACCOUNT
Estate of Amanda E. Peffer, Deceased
For Period of 10/15/2004 through 08/23/2005
Proposed Distributions
to Beneficiaries
PRINCIPAL
Receipts:
Page
22
Per Inventory Filed 3-5
Subsequent 5
Principal Receipts
Net Gain (or Loss) on Sales
or Other Disposition
Less Disbursements:
Debts of Decedent
Administration Expenses
Federal and State Taxes
Fees and Commissions
Balance before Distributions
Distributions to Beneficiaries
Principal Balance on Hand
For Information:
Investments Made
Changes in Investment Holdings
INCOME
Receipts:
This Account
Net Gain (or Loss) on Sales
or Other Disposition
Less Disbursements
Balance Before Distribution
Distributions to Beneficiaries
Income Balance on Hand
Investments Made
Changes in Investment Holdings
COMBINED BALANCE ON HAND
6-7
8
8-9
9
9
10-11
12
13-15
16-18
19
20
21
2
Current
Value
263,805.64
---------------
---------------
1,396.41
4,616.23
86,198.24
29,510.00
Fiduciary
Acquisition
Value
263,805.64
---------------
---------------
664,926.49
1,592.96
(991. 62)
665,527.83
121,720.88
543,806.95
282,424.00
261,382.95
10,361.91
0.00
10,361. 91
439.22
9,922.69
7,500.00
2,422.69
263,805.64
RECEIPTS OF PRINCIPAL
ASSETS LISTED IN THE INVENTORY
AND APPRAISEMENT AS FILED:
CASH:
------------------------------
$10,061.44 Commerce Bank
Certificate of Deposit
#01800120 - Date of Death
Value
$10,406.66 Orrstown Bank
Certificate of Deposit
#4000003693 - Date of Death
Value
$10,160.46 PNC Bank
Certificate of Deposit
#31700234103 - Date of Death
Value
$12,693.34 American Express
Certificate of Deposit
#00804091147 - Date of Death
Value
$5,037.72 Waypoint Bank
Certificate of Deposit
#9600036840 - Date of Death
Value
$6,199.10 Waypoint Bank
Certificate of Deposit
#7100091078 - Date of Death
Value
$6,196.68 Waypoint Bank
Certificate of Deposit
#9600011777 - Date of Death
Value
$7,222.72 Waypoint Bank
Certificate of Deposit
#8000043041 - Date of Death
Value
$8,372.12 Commerce Bank
Certificate of Deposit
#01800144 - Date of Death
Value
3
10,061.44
10,406.66
10,160.46
12,693.34
5,037.72
6,199.10
6,196.68
7,222.72
8,372.12
Fiduciary
Acquisition
Value
American Express Annuity
Contract #93005204169 - Date
of Death Value
American Express Annuity
Contract #930063307266 - Date
of Death Value
American Express Annuity
Contract #93002365327 - Date
of Death Value
American Express Annuity
Contract #93005935612 - Date
of Death Value
American Express Annuity
Contract #93005924967 - Date
of Death Value
American Express Annuity
Payments dated 10/1/04
Cash - Found at Apartment
Highmark Blue Shield - Refund
of Premium
Hoffman Roth Funeral Horne -
Refund - Excess Contract Value
PNC Bank Checking Account
#5003855533 - Date of Death
Value
PNC Bank Savings Account
#5003851137 - Date of Death
Value
Proceeds from sale of Ladies
Watch
Received from Amanda E. Peffer
Trust under Agreement -
Principal Cash - Date of Death
Value
Received from Amanda E. Peffer
Trust under Agreement - Income
Cash - Date of Death Value
4
9,033.25
19,283.98
1,363.97
105,524.35
148,749.43
1,427.48
123.00
674.38
2,725.34
15,675.49
18,749.78
27.50
8,175.73
5,411.84
01/27/05
05/03/05
05/10/05
US Treasury - Social Security
Benefits - Payment dated
10/3/04
Western Southern Life Annuity
Contract #W0020732150 - Date
of Death Value
PERSONAL PROPERTY:
1998 Ford Escort SE - Date of
Death Value
Ladies Diamond Ring -
Appraised Value
Personal Property -
Appraised Value
STOCKS/LISTED:
9,056.26 shares MTB Short Duration
Government Bond Fund-Inst
I-Fund #120 - Date of Death
Value
12,012.64 shares MTB Intermediate Term
Bond-Inst I-Fund #220 - Date
of Death Value
1,119.832 shares Oppenheimer
Pennsylvania Municipal Bond
Fund - Date of Death Value
SUBSEQUENT PRINCIPAL RECEIPTS:
Sprint - Refund
Internal Revenue Service -
2004 Federal Income Tax Refund
Pennsylvania Dept of Revenue -
2004 Personal Income Tax
Refund
1,091.00
20,074.63
3,965.00
1,115.00
2,344.00
87,574.03
121,928.30
13,538.77
7.96
1,400.00
185.00
TOTAL RECEIPTS OF PRINCIPAL........ .......
5
434,461.39
7,424.00
223,041.10
1,592.96
666,519.45
11/10/04
11/10/04
11/16/04
11/16/04
11/16/04
12/01/04
12/03/04
12/03/04
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL
Gain
9,056.26 shares MTB Short Duration
Government Bond Fund-Inst
I-Fund #120
Net Proceeds
Fid. Acq. Value
87,302.35
87,574.03
12,012.64 shares MTB Intermediate Term
Bond-Inst I-Fund #220
Net Proceeds
Fid. Acq. Value
121,207.54
121,928.30
$10,061.44 Commerce Bank
Certificate of Deposit #01800120
Net Proceeds
Fid. Acq. Value
10,061.44
10,061.44
0.00
$10,406.66 Orrstown Bank
Certificate of Deposit
#4000003693
Net Proceeds
Fid. Acq. Value
10,406.66
10,406.66
0.00
$8,372.12 Commerce Bank
Certificate of Deposit #01800144
Net Proceeds
Fid. Acq. Value
$10,160.46 PNC Bank
Certificate of Deposit
#31700234103
Net Proceeds
Fid. Acq. Value
8,372.12
8,372.12
0.00
10,160.46
10,160.46
0.00
$5,037.72 Waypoint Bank
Certificate of Deposit
#9600036840
Net Proceeds
Fid. Acq. Value
5,037.72
5,037.72
0.00
$6,199.10 Waypoint Bank
Certificate of Deposit
#7100091078
Net Proceeds
Fid. Acq. Value
6,199.10
6,199.10
0.00
6
Loss
271.68
720.76
12/03/04
$6,196.68 Waypoint Bank
Certificate of Deposit
#9600011777
Net Proceeds
Fid. Acq. Value
6,196.68
6,196.68
12/03/04
$7,222.72 Waypoint Bank
Certificate of Deposit
#8000043041
Net Proceeds
Fid. Acq. Value
7,222.72
7,222.72
01/03/05
$12,693.34 American Express
Certificate of Deposit
#00804091147
Net Proceeds
Fid. Acq. Value
12,693.34
12,693.34
01/10/05
1,119.832 shares Oppenheimer pennsylvania
Municipal Bond Fund
Net Proceeds
Fid. Acq. Value
13,539.59
13,538.77
TOTAL GAINS AND LOSSES/PRINCIPAL...........
LESS LaSS.............................
NET GAIN OR LaSS................. . . . . . . . . . .
7
0.00
0.00
0.00
0.82
0.82
992.44
(991.62)
992.44
11/03/04
11/03/04
11/23/04
12/04/04
12/23/04
01/12/05
10/29/04
11/02/04
11/16/04
11/19/04
12/01/04
12/01/04
12/01/04
12/10/04
04/25/05
05/03/05
DISBURSEMENTS OF PRINCIPAL
DEBTS OF DECEDENT
Chapel Pointe at Carlisle -
Nursing Home Expense
Sprint - Telephone Expense
Sprint - Telephone Expense
PNC Bank Checking Account
#5003855533 - Outstanding Checks
Sprint - Telephone Expense
Cumberland-Goodwill Fire
Rescue - Medical Expense
644.00
24.01
27.79
626.40
28.07
46.14
ADMINISTRATION EXPENSES
TOTAL DEBTS OF DECEDENT........ ... ..... ......... ....
Cumberland County Register of Wills -
Letters Testamentary and Short
Certificates
Cumberland Law Journal - Cost
of Advertising and Proof of
publication
Cumberland County Register of Wills -
Short Certificates
M. Rutland, Goldsmith -
Appraisal Fee
Cumberland County Register of Wills -
Short Certificates
DeHart Auction Service -
Appraisal Fee
The Sentinel - Cost of Advertising
and Proof of Publication
Ronald L. Peffer - Refund of
Insurance Payment
Cumberland County Register of Wills -
Pennsylvania Inheritance Tax -
Filing Fee
Cumberland County Register of Wills -
Additional Probate Fees
8
380.00
75.00
9.00
63.60
9.00
125.00
144.29
2,725.34
15.00
70.00
1,396.41
01/05/05
04/25/05
05/17/05
RESERVES:
Cumberland County Register of Wills -
Filing Fees
1,000.00
FEDERAL AND STATE TAXES
TOTAL ADMINISTRATION EXPENSES....... ....... .........
Cumberland County Register of Wills -
Pennsylvania Inheritance Tax
Payment
Cumberland County Register of Wills -
Pennsylvania Inheritance Tax -
Balance Due
82,000.00
4,198.24
FEES AND COMMISSIONS
TOTAL FEDERAL AND STATE TAXES... ... ..... ......... ...
Smith, Elliott, Kearns & Company, PC -
2004 Tax Preparation Fee
RESERVES:
Frances Del Duca, Esquire -
Attorney Fee
Manufacturers and Traders
Trust Company - Executor Fee
210.00
5,000.00
24,300.00
TOTAL FEES AND COMMISSIONS... ... ..... ....... ........
TOTAL DISBURSEMENTS OF PRINCIPAL..... ..... ..........
9
4,616.23
86,198.24
29,510.00
121,720.88
--------------
--------------
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
01/10/05
Allison United Methodist Church
American Cancer Society
01/10/05
American Red Cross
01/10/05
Distribution - Specific
Bequest
Distribution - Specific
Bequest
Distribution - Specific
Bequest
01/10/05
American Heart Association
Distribution - Specific
Bequest
01/10/05
Chapel Pointe At Carlisle
Ri ta F. Corkle
01/10/05
Elaine Miller Gordon
01/10/05
Jeffrey R. Peffer
12/17/04
06/07/05
Distribution - Specific
Bequest
Distribution - Specific
Bequest
Distribution - Specific
Bequest
Personal Property - 1/3 Share -
Distributed in Kind
Advance Distribution
10
781.34
72,500.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
10,000.00
2,500.00
73,281.34
Paul M. Peffer
12/17/04
Ladies Diamond Ring -
Distributed in Kind
12/17/04
Personal Property - 1/3 Share -
Distributed in Kind
06/07/05
Advance Distribution
Ronald Peffer
12/17/04
1998 Ford Escort SE -
Distributed in Kind
12/17/04
Personal Property - 1/3 Share -
Distributed in Kind
06/07/05
Advance Distribution
PSU College of Medicine,
Milton S. Hershey Medical Center
01/10/05
Distribution - Specific
Bequest
Shrines Chi1drens Hospital
01/10/05
Distribution - Specific
Bequest
Carol F. Wesley
01/10/05
Distribution - Specific
Bequest
1,115.00
781. 33
72,500.00
3,965.00
781. 33
72,500.00
TOTAL DISTRIBUTIONS TO BENEFICIARIES......
11
74,396.33
77,246.33
20,000.00
10,000.00
10,000.00
282,424.00
PRINCIPAL BALANCE ON HAND
Description
Current Value Fiduciary
Acquisition
or as Noted Value
MTB Prime Money Market-Inst I-Fund
261,382.95 261,382.95
261,382.95 261,382.95
--------------- ------~--------
---------~----- ---------------
12
CHANGES IN INVESTMENT HOLDINGS - PRINCIPAL
Cost
$10,061.44 Commerce Bank
Certificate of Deposit #01800120
10/15/04
11/16/04
inventoried
sold
10,061.44
(10,061. 44)
0.00
$10,406.66 Orrstown Bank
Certificate of Deposit #4000003693
10/15/04
11/16/04
inventoried
sold
10,406.66
(10,406.66)
0.00
$10,160.46 PNC Bank Certificate
of Deposit #31700234103
10/15/04
12/01/04
inventoried
sold
10,160.46
(10,160.46)
0.00
$12,693.34 American Express
Certificate of Deposit #00804091147
10/15/04
01/03/05
inventoried
sold
12,693.34
(12,693.34)
0.00
$5,037.72 Waypoint Bank Certificate
of Deposit #9600036840
10/15/04
12/03/04
inventoried
sold
5,037.72
(5,037.72)
0.00
13
$6,199.10 Waypoint Bank Certificate
of Deposit #7100091078
10/15/04
12/03/04
inventoried
sold
6,199.10
(6,199.10)
0.00
--------------
-~------------
$6,196.68 Waypoint Bank Certificate
of Deposit #9600011777
10/15/04
12/03/04
inventoried
sold
6,196.68
(6,196.68)
0.00
-----------~--
--------------
$7,222.72 Waypoint Bank Certificate
of Deposit #8000043041
10/15/04
12/03/04
inventoried
sold
7,222.72
(7,222.72)
0.00
$8,372.12 Commerce Bank
Certificate of Deposit #01800144
10/15/04
11/16/04
inventoried
sold
8,372.12
(8,372.12)
0.00
--------------
--------------
1998 Ford Escort SE
10/15/04
12/17/04
inventoried
distributed in kind
3,965.00
(3,965.00)
0.00
Ladies Diamond Ring
10/15/04
12/17/04
inventoried
distributed in kind
1,115.00
(1,115.00)
0.00
14
MTB Short Duration Government
Bond Fund-Inst I-Fund #120
10/15/04
11/10/04
91056.26 shares inventoried
(9,056.26}shares sold
87,574.03
(87,574.03)
o
0.00
MTB Intermediate Term
Bond-Inst I-Fund #220
10/15/04
11/10/04
12,012.64 shares inventoried
(12,012.64)shares sold
121,928.30
(121,928.30)
o
0.00
Oppenheimer Pennsylvania
Municipal Bond Fund
10/15/04
01/10/05
1,119.832 shares inventoried
(1,119.832)shares sold
13,538.77
(13,538.77)
o
0.00
--------------
--------------
Personal Property
12/17/04
inventoried
distributed in kind -
1/3 share
distributed in kind -
1/3 share
distributed in kind -
1/3 share
2,344.00
(781. 33)
10/15/04
12/17/04
12/17/04
(781.34)
(781. 33)
0.00
15
RECEIPTS OF INCOME
Oppenheimer Pennsylvania
Municipal Bond Fund
01/10/05
DIVIDENDS
TOTAL DIVIDEND INCOME.....................
$10,061.44 Commerce Bank
Certificate of Deposit #01800120
11/16/04
$10,406.66 Orrstown Bank
Certificate of Deposit #4000003693
11/16/04
$10,160.46 PNC Bank Certificate
of Deposit #31700234103
12/01/04
$12,693.34 American Express
Certificate of Deposit #00804091147
01/03/05
$5,037.72 Waypoint Bank Certificate
of Deposit #9600036840
12/03/04
$6,199.10 Waypoint Bank Certificate
of Deposit #7100091078
12/03/04
$6,196.68 Waypoint Bank Certificate
of Deposit #9600011777
12/03/04
$7,222.72 Waypoint Bank Certificate
of Deposit #8000043041
12/03/04
INTEREST
16
298.92
298.92
================
20.57
16.90
23.82
67.37
19.96
19.67
19.67
25.33
$8,372.12 Commerce Bank
Certificate of Deposit #01800144
11/16/04
American Express Annuity
Contract #930063307266
01/03/05
American Express Annuity
Contract #93002365327
12/28/04
American Express Annuity
Contract #93005935612
12/28/04
American Express Annuity
Contract #93005924967
12/28/04
MTB Short Duration Government
Bond Fund-Inst I-Fund #120
12/01/04
MTB Prime Money Market-Inst Fund #142
12/01/04
01/03/05
02/01/05
03/01/05
04/01/05
05/02/05
06/01/05
07/01/05
08/01/05
MTB Intermediate Term
Bond-Inst I-Fund #220
12/01/04
PNC Bank Savings Account #5003851137
12/01/04
217 . 90
541. 58
887.50
840.83
1,008.09
1,046.32
1,137.56
747.68
714.45
TOTAL INTEREST INCOME.....................
17
13.40
113.91
4.94
665.91
929.79
48.69
7,141.91
129.77
17.08
9,278.69
OTHER INCOME
American Express Account
02/15/05
Final Income Balance
Received from Amanda E.
Peffer Trust under Agreement
11/10/04
Income Cash - After Date of
Death
MTB Interrn Term Bond Fund
Interest for November
MTB Money Market Interest for
November
MTB Short Dur Bond Fund
Interest for November
637.72
12/29/04
58.63
12/29/04
0.17
12/29/04
22.12
TOTAL OTHER INCOME........................
TOTAL RECEIPTS OF INCOME... ..... ..........
18
65.66
718.64
784.30
10,361.91
DISBURSEMENTS OF INCOME
12/15/04 Manufacturers and Traders 23.78
Trust Company - Commission
01/18/05 Manufacturers and Traders 32.49
Trust Company - Commission
02/15/05 Manufacturers and Traders 53.25
Trust Company - Commission
03/15/05 Manufacturers and Traders 50.45
Trust Company - Commission
04/15/05 Manufacturers and Traders 60.49
Trust Company - Corrunission
05/16/05 Manufacturers and Traders 62.78
Trust Company - Commission
06/15/05 Manufacturers and Traders 68.25
Trust Company - Commission
07/15/05 Manufacturers and Traders 44.86
Trust Company - Commission
08/15/05 Manufacturers and Traders 42.87
Trust Company - Conunission
TOTAL DISBURSEMENTS OF INCOME....... ....... ....
439.22
19
Jeffrey R. Peffer
06/07/05
Paul M. Peffer
06/07/05
Ronald Peffer
06/07/05
DISTRIBUTIONS OF INCOME TO BENEFICIARIES
Advance Distribution
Advance Distribution
Advance Distribution
TOTAL DISTRIBUTIONS TO BENEFICIARIES......
20
2,500.00
2,500.00
2,500.00
7,500.00
----~---------
--------------
INCOME BALANCE ON HAND
Current Value
Description or as Noted
MTB Prime Money Market-Inst I-Fund 2,422.69
2,422.69
21
Fiduciary
Acquisition
Value
2,422.69
2,422.69
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
or as Noted
Fiduciary
Acquisition
Value
Current Value
Jeffrey R. Peffer -
1/3 Share of Residue as per
Paragraph VII of the Will
Principal:
Cash
88,820.97
88,820.97
Income:
Cash
807.56
807.56
89,628.53 89,628.53
Paul M. Peffer -
1/3 Share of Residue as per
Paragraph VII of the Will
Principal:
Cash
87,705.98
87,705.98
Income:
Cash
807.57
807.57
88,513.55 88,513.55
Ronald Peffer -
1/3 Share of Residue as per
Paragraph VII of the Will
Principal:
Cash
84,856.00
84,856.00
Income:
Cash
807.56
807.56
85,663.56 85,663.56
263,805.64 263,805.64
----~--------- --------------
-------------- ----~---------
22
AFFIDAVIT
Manufacturers and Traders Trust Company, Executor under the Last Will
and Testament of AMANDA E. PEFFER, deceased, hereby declares under oath that it
has fully and faithfully discharged the duties of its office; that the foregoing
Account is true and correct and fully discloses all significant transactions
occurring during the accounting period; that all known claims against the Estate
have been paid in full: that, to its knowledge, there are no claims now
outstanding against the Estate: that all taxes presently due from the Estate
have been paid; and that more than four months have elapsed since the first
complete advertisement of the granting of letters in this Estate.
Manuf cturers and
Subscribed and sworn
before me this 3/'S1- day
of
~nL~-
2005.
~~Ar~ 2. k~
Notar 'Public
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Gwendolyn E. KilIan, No1ary Public
Carlisle Boro, Cumberland Coun1y
My Conrnission Expires Nov. 22, ZOO8
Membef, Pennsylvania Association Of Notaries
23
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Cumberland County - Register Of WiTTs
One Courthouse Square
Carlislel PA 17013
Phone: (717) 240-6345
Date: 9/14/2006
MANUFACTURERS & TRADERS TR.CO.
ONE WEST HIGH STREET
CARLISLE I PA 17013
RE: Estate of PEFFER AMANDA E
File Number: 2004-00982
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103
SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after
July 11 19921 the personal representative or his counsell within two
(2) years of the decedent's deathl shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 10/15/2006
please feel free to contact this office with any questions you may
have. If you have already filed your Status Report I please disregard
this notice.
SincerelYI
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
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Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: AmAAlDA E fJerFJ5/G
Date of Death: /() - I" -0'/
Estate No.: ,J /- tJ'I- ~a ?KJ...
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 ~,bether administration of the estate is complete:
Yes 1Il No 0
2. lfthe 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 t~ personal representative file a final account with the Court?
Yes 1fl No 0
b. The separate prphans' Court No. (if any) for the personal representative's
account is: ..1./- (JL( - 60 Cf9 ~
c. Did the personal represent~e state an account informally to the parties in
interest? Yes 0 No 1.!1
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
CJ..,~S'..rd~
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Si~ture
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Name
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Address
717- /)L/o~'1~(J~
Telephone No.
Capacity: ~ersonal Representative
o Counsel for personal representative
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