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HomeMy WebLinkAbout01-31-13~~> ~y~ ~ 3~1a ~~y DECEDENT'S ESTATE COURT OF COMMON PLEAS OF .CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF MARY CATHERINE COBLE ,DECEASED No. 21-11-0642 ; : ~ ~~, n ~~ ~ ~._._~ ~~ r~,e, 9 t __ r' ~ C,.~9 Cr7 .. _ ; , _.,._. y ;?`d C~ _. - ~ _~ . _,.. ~ ;.~ ,%' r... C,.J ,,, i PETITION FOR ADJUDICATION / `~ = ` ~~ - ~ ' s :.` STATEMENT OF PROPOSED DISTRIBUTION' ~ ~ - r PURSUANT TO Pa. O.C. Rule 6.9 a. L ,.,.k ' ....J ~ This form may be used in all cases involving the Audit of the Account of a Decedent's lstate. If space is insufficient, riders may be attached. Attach the spouse 's election, if any; the papers required under il~:ms 8-19 inclusive; and any instrument pertinent to the adjudication. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: David H. Stone, Esquire Supreme Court I.D. No.: 39785 Name of Law Fiirn: Stone LaFaver & Shekletski Address: 414 Bridge Street Telephone: 717-' 74-7435 Fax: 717-774-38f~9 Form OC-OI rev. 10.13. J6 Page 1 Of 1 Estate of MARY CATHERINE COBLE 1. Name(s) and address(es) of Petitioner(s): Name: Address: 414 Bridge Street David H Stone, Executor Deceased New Cumberland, PA 17070 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Froposed Distribution and state reason: N/A Is this the first accounting by this fiduciary? ..................... Yes No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on May 24, 2011 Letters Testamentary or Letters of Administration were granted to Petitioner(s) on June ~ ~ 2011 Date of Will (if applicable): March 4, 2002 Date(s) of Codicil(s) (if applicable): N/A Date of probate (if different from date Letters granted): Was a bond required? ^Yes ~ No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ~ Yes No Dates of advertising of the grant of Letters: Cumberland Law Journal -June 1.7, 24, and July 1, 2011 The Sentinel -June 10, 17, and 24, 2011 Form OC-01 rev. 10.13.06 Page 2 of 10 Estate of MARY CATHERINE COBLE ,Deceased 3. Was decedent survived by a spouse? ............................. Q Yes ~ No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. ^ Yes ~ No (See Section 2201 et sic. of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving ~~ssue of deceased children (if none, so state): N/A 6. Did decedent marry after execution of Will or Codicil(s)? ........... ~ Yes ~ No Were any children born to decedent after execution of Will or Cddicil(s)? ........................................... ~ Yes ~] No If yes, give names and dates of birth: tVame: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § ;1412, was a request for a statement of claim sent to the Department of Public Welfare? .............................. ~ Yes ^ No Form OC-01 rev. /0.13.1 5 Page 3 of 10 Estate of MARY`. CATHERINE COBLE ,Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s)., or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Name and Address of Each and Interest Suzanne Elizabeth Coble Hilton Sister 420 Paige Hill Road Landisburg, PA 17040 PProperty $1,870.50 Annuity Int Calcula- tion from Trust $243,145.80 Katherine Ann Hilton Niece PProperty $1,870.50 420 Faige Hill Road Car $2,595.0() Landisburg, PA 17040 Life Est Int Cal. from Trust $403,241.60 Form OC-01 rev. 10.13. t)6 Page 4 of 10 Estate of MARY,CATHERINE COBLE Name and Address of Each Party in Interest See attached Exhibit "A" for Charities as remainder interests from the above mentioned trust Deceased and Comments, if any ~ Interest *As shown on Inheritance tax return as quoted and approved by the Department of Revenue (See attached) B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. N/A C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O. C. Rule 12.4). N/A D. If~distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. N/A Form OC-O1 rev. 10.13.06 Page 5 of 10 Estate of MARY CATHERINE COBLE ,:Deceased 10. Other thaz~ the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Claimant Amount of Claim Claim Admitted? 6t~i11 Claim Re Paid !n Full? ^Yes ~ Yes N/A ONo ~ No []Yes ~ Yes ~No ~ No Yes ~ Yes ONo ~ Into Yes Yes ~No ~ No If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? ................................ Yes ~No Was family exemption allowed? ................................ Yes No Famil: exemption claimant's name and relationship: Name: Relationship: Form OC-01 rev. 10,1.3.06 Page 6 of 10 Estate of MARY CATHERINE COBLE Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, .the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Date Payment August 23, 2011 Interest 100,000.00 less 13,969.87 refund received 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? ................... ] Yes ~ No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate;. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: See attached Exhibit "B" B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. ~ Yes ~ No Notice will be given when they receive the First and Final Account. 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Form OC-01 rev. 10.13.06 Page 7 of 10 Estate of MARY CATHERINE COBLE Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ~ Yes ~ No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. N/A B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. Yes ^ No 18. If a reserve is requested, state amount and purpose. am°unt: 1,000.00 Pure°se: For any unforseen expenses that might arise. If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the . . Y __ N parties in interest? ........................................ ® es o If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... Yes ~No As to real estate only? ........................................ Yes ~ No Form OC-U! rev. l 0.13.oG Page 8 of 10 Estate of MARY,CATHERINE COBLE ,Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed Distributee(s) Suzanne Elizabeth Coble Hilton Catherine Anne Hilton See attached Exhibit "A" B. Principal: Proposed Distributee(s) Suzanne Elizabeth Coble Hilton Catherine Anne Hilton See attached Exhibit "A" Amount/Proportion Annuity Interest Calculation Life Estate Int Calculation Amount/Proportion Annuity Interest Calculation Life Estate Int Calculation Submitted By: (Al[ petitioners must sign. Add additional lines if necessary): Name of Petitioner: Form OC-01 rev. 10.13.06 Page. 9 of 10 Estate of MARY CATHERINE COBLE ,Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that he/she is rtrre of the above-named name oJcorporation and) that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). * Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have~een made beyond the responses herein: ~ A itioner Form OC-0l rev. 10.13.06 Page 10 of 10 PETITION FOR AD3UDICATION FOR THE ESTATE OF MARY CATHERINE COBLE Exhibit "A"for Paragraph 9A; Upon the death of Suzanne Elizabeth Coble Hilton and JKatherine Ann Hilton, the following charities will receive the residue of the trust: Name and Address Camp Hill Fire Department 2198 Walnut Street Camp Hill, PA 1'.011 Hospice of Central Pennsylvania 1320 Linglestown Road Harrisburg, PA 1 %110 The Harrisburg Cemetery 110 Bergner Street Harrisburg, PA 17110 Cleve J. Fredricksen Library 100 N. 19th Street Camp Hill, PA 17011 American Cancer Society, Inc. National Office of Probate & Trust Management Services Attn: Bill M. Roberts P.O. Box 720366 Oklahoma City, OK 73162 Arthritis Foundation of Central PA 3544 N. Progress Avenue STE 204 Harrisburg, PA 1'110 Relationshia Interest Charity 15% residue Charity 7 '/2% residue: Charity 1 S% residue Charity 1 S% residue Charity 5% residue Charity 5% residue Exhibit "A"for Paragraph 9A Cont. Name and Address Save the Redwoods League 114 Sansome Street Suite 1200 San Francisco, CA 94104 Messiah Village 100 Mount Allen Drive Mechanicsburg, PA 17055 Camp Hill Police Department 2145 Walnut Street Camp Hill, PA 17011 Messiah College Office of Development One College Avenue Grantham, PA 17027 AseraCare Hospi~ e 75 S. Houcks Road, Suite 101 Harrisburg, PA 17109 Crossing Hospice' of the VNA 3315 Derry Stree!~ Harrisburg, PA 1 `~ 111 Compassionate Care Hospice 1513 Cedar Cliff Drive Camp Hill, PA 17011 Relationship Interest Charity 5% residue Charity 1 S% residue Charity 5% residue Charity 5% residue Charity 2.5% residue Charity 2.5% residue Charity 2.5% residue Estate of Mary C. Coble Attachment to Schedule M III. Explanation of Compromise Offer: The reasoning behind the compromise offer is as follows: File Number 21-11-0642 The trust provides for discretionary payments of principal and income to the deceased' 88 year old sister and 60 year old niece. Upon the death of both, the remainder passes to numerous charities. Since the inception of the estate, payments of $4500 per month have been made to the sister for nursing home expenses. We do not expect the niece to make any significant oi• regular invasions into principal. Accordingly, we have calculated an annuity interest for the sister based on her receiving $4500 per month for the remainder of her life. We then calculated a life estate interest for the balance of the fund for the niece. The difference between the total value of the future interest and the sum of the values of the annuity and life estate interests is being taken as a charitable deduction. The actuarial factor and annuity factor were obtained from the Department of Revenue (Holly Moore) using the 3% variable rate table. PETITION FOR ADJUDICATION FOR THE ESTATE OF MARY CATHERINE COBLE Exhibit "B"for Paragraph 14A; The following matter requires adjudication by the Court. 1. The Last Will and Testament of Mary Catherine Coble devises and bequeaths the residue of the estate to a trust created by the deceased on July 21, 1972, as amended. 2. By amendment to the trust on March 4, 2002, the decedent directed the distribution oP the trust estate at the death of the life tenants to 11 different charities in varied percentage amounts. Item III.B.(3) distributes 71/2 percent to "Professional Hospice Care". Note also that Item III.B.(2) distributes 71/2 percent to Hospice of Central Pennsylvania. 3. Petitioner has determined that neither at the time of the decedent's death nor on March 4, 2002, the date of the First Amendment to the Mary Catherine Coble Revocable Trust Agreement, did there exist an organization or entity by the name "Professional Hospice Care." 4. After investigation, Petitioner has learned that there existed on March 4, 2002, four hospice organization in Central Pennsylvania: AseraCare Hospice, 75 S. Houcks Road, Suite 101, Harrisburg, PA 17109 Crossings Hospice of the VNA, 3315 Derry Street, Harrisburg, PA 17111 Compassionate Care Hospice, 1513 Cedar Cliff Drive, Camp Hill, PA 17011 Hospice of Central Pennsylvania, 1320 Linglestown Road, Harrisburg, PA 17110 (See the attached letter from Susan Coble, Director of Bureau of Community Program Licensure and Certification, Department of Health, of January 24, 2013, evidencing the same.) 5. Petitioner requests that this Court divide the 7 '/2 percent share set forth in Item III.B.(3) between the remaining three hospices that were in existence at the time the deceased executed the trust amendment; AseraCare Hospice, Crossings Hospice of the VNA, and Compassionate Care Hospice. The fourth hospice that was in existence is provided for in Item III. B. (2). ~ennsy~vani~r D>=PAATMETVT DF HEALTW David Stone Esquire 414 Bridge St New Cumberland, PA 17070 RE: Estate of Mary Cathezine Coble Greetings: Thank you for your inquiry. The Bureau of Community Program Licensure and Certification is responsible for the licensing of hospices in Pennsylvania. Following is a list of hospices that were licensed by the Department on March 4, 2002 in the central Pennsylvania area: AseraCare Hospice, Compassionate Care Hospice, Crossings Hospice of the VNA and Hospice of Central Pennsylvania. Sincerely, Susan Coble, Director Bureau of Community Program, Licensure and Certification PA Department of Health Bureau of Community Program Licensure and Certification 132 Kline Plaza, Sui3e A ~ liarrisbvng, PA 9718+1 i 717.7$3.8665 ~ >= 717.7137,3988 ~ www.pa,gov tN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA. ORPHANS' COURT DIVISION FILE NO. 21-11-0642 FIRST AND FINAL ACCOUNT OF DAVID H STONE Executor For ESTATE OF MARY CATHERINE COBLE, Deceased Date of Death: May 24, 2011 Date of Executor's Appointment June 03, 201 I Date of First Complete Advertising: June 10, 2011 Accounting for the Period: May 24, 2011 January 24, 2013 to Purpose :3f Account: The Executor offers this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is impi:rtant that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: DAVID H STONE, ESQUIRE 414 BRIDGE STREET NEW CUMBERLAND, PA 17070- (717)774-7435 Supreme Court I.D. No. 39785 ~ , t,•._ . c,; ~ ~~ r a _ ..._ ~..:, .- -- ~ ~, r _, C. ~ a <.; .7 I.U !~ c-~--'- V ~r ~ _~ r- a 1 SUMMARY OF ACCOUNT PRINCIPAL Receipts Net Gain (or Loss j on Sales or Other Dispositions Less Disbursements Administration Cost Federal and State Taxes Fees & Commissions Funeral Expenses Miscellaneous Expenses Personal Expenses Property Costs Selling Costs Balance before Distributions Distribution to Beneficiaries Principal Balance on Hand For Information: Investments !vade Changes in Hcldings INCOME Receipts Net Gain or Loss Less Disbursements Balance Before Distributions Distributions to Beneficiaries Income Balance cn Hand COMBINED BALANCE ON HAND Verification PAGES 3-5 $448,341.64 -2,057.44 446,284.20 7 188.39 7 102,455.73 7 39,145.00 7 5,107.69 8 3,033.78 8 1,525.56 8 3,640.69 8 10,525.77 -$165,622.61 280,661.59 9 280,661.59 0.00 10-12 13-15 1,966.37 $0.00 16 -4.41 1,961.96 17 1,961.96 0.00 0.00 18 2 PRINCIPAL RECEIPTS Assets Listed in Inventor~~ (Valued as of Date of Death) Cash and Cash Equivalents Capital BlueCross-refund $112.75 Fulton Bank-Cert of Deposit #022-0194375, Princ. 25,300.00 $25,300.00, Int. $18.03 Fulton Bank-Cert of Deposit #022-0194375 - 18.03 Accrued, ulton Bank-Cert of Deposit #022-0 1 944 1 8, Princ. 20,000.00 $20,000.00, Int. $8.22 Fulton Bank-Cert of Deposit #022-0194418 - g,22 Accrued, Golden Living-Reimb on prior payment of serv 1,440.69 rend Insurance refund 197.00 M&T Bank-Cert of Deposit #31003913916193, 29,500.00 Princ. $29,500.00, Int. $91.56 ivI&T Bank-Cert of Deposit #31003913916193 - 91.56 Accrued, M&T Bank-Cert of Deposit #31003914613269, 15,000.00 Princ. $15,000.00, Int. $.58 ?vi&T Bank-Cert of Deposit #31003914613269 - 0.58 ,accrued, iv1&T Bank-Savings Acct #15004208629434, 50,670.00 Princ. $50,670.00, Int. $1.46 M&T Bank-Savings Acct #15004208629434 - 1.46 Accrued In, PNC Bank-Cert of Deposit #21001018205, Princ. 25,000.00 $25,000.00, Int. $3.39 pNC Bank-Cert of Deposit #21001018205 - 3.39 accrued In, pNC Bank-Checking Acct #5140118441, Princ. 27,209.49 $27,209.49, Int. $.62 PNC Bank-Checking Acct #5140118441 -Accrued 0.62 inter, PNC Bank-Savings Acct #5130071272, Princ. 80,421.68 $80,421.68, Int. $8.81 PNC Bank-Savings Acct #5130071272 -Accrued 8.81 Tntere, ~'rudential Ins-monthly annuity payment rec., 193.61 Contract #ROS854003 i'rudential Insurance-monthly annuity payment rec., 450.10 Contract #DOY 133148 RLI-liability insurance refund 34.00 Real Estate $275,661.99 3 PRINCIPAL RECEIPTS (Continued) Assets Listed in Inventors' (valued as of Date of Death) FORWARD $275,661.99 Real Estate Property located at 207 N 17th St Camp Hill, 141,000.00 Cumberland County, PA sold to David Shultz on September 15, 2011 Stocks Bonds and Mutual Funds 177.00 Shares Prudential Financial Inc stock 10,977.54 Taneible Personal Prone 1997 Mercury Grand Marquis bequeathed to 2,595.00 Katherine, Anne Hilton as mentioned under Item I of Will at Kelly Bluebook value Personal property sold by Cordier Auctions, on 3,741.00 6,:336.00 December 3, 4, and 16, 2011 (net proceeds) TOTAL INVENTORY $433,975.53 4 RECEIPTS OF PRINCIPAL (Continued) FORWARD SUBSEQUENT RECEIPTS 05/24/2011 Department of Revenue-Refund on Inheritance tax 05/24/2011 United States Treasury-refund on 2011 1040 return 05/24/2011 American Modern Select Ins-refund on residence 05/24/2011 United States Treasury-refund on 2011-12 1041 Ret ADJUSTMENTS TO INVENTORY 06/15/2012 M&T Bank-Cert cf Deposit #31003914613269 -Accrued Never received as mentioned on date of death letter Adjusted value Value per inventory 05/24/2012 M&T Bank-Cert of Deposit #31003913916193 -Accrued Never received as per bank letter Adjusted value Value per inventory TOTAL PRINCIPAL RECEI);~i S $13,969.87 $11.00 $470.56 $0.00 $0.58 $433,975.53 14, 45 8.25 ($0.58) 0.00 $91.56 (91.56) 448,341.64 5 PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS 12/22/2011 177.0000 Shares Prudential Financial Inc stock Net Proceeds Fiduciary Acquisition Value $8,920.10 10,977.54 GAIN LOSS 2.,057.44 TOTALS NET LOSS TRANSF?'RRED TO SUMMARY 6 $0.00 ($2,057.44) ($2,057.44) DISBURSEMENTS OF PRINCIPAL ADMINISTRATION COST 06/15/2011 UGI-gas service at residence $10.84 06/21/2011 PPL Corp-electric service at property 22.90 07/11/2011 UGI-gas service at residence 10.94 07/21/2011 PPL Corp-electric service at residence 22.33 08/15/2011 UGI-gas service at residence 9.71 09/06/2011 UG1-gas service at residence 10.95 09/29/2011 UGI-gas service at residence 9.25 09/29/2011 PPL Corp-electric serUice at residence 40.99 12/22/2011 Computershare-charge on sale of stock 25.16 12/30/2011 Citizens Bank-service charge 2.00 01/31/2012 Citizens Bank-service charge 2.00 02/29/2012 Citizens Bank-service charge 2.00 03/30/2012 Citizens Bank-service charge 2.00 04/30/2012 Citizens Bank-service ~;harge 2.00 05/31/2012 Citizens Bank-service charge 2.00 06/14/2012 M&T Bank-interest adjustment 0.60 06/14/2012 M&T Bank-interest adjustment 0.72 06/30/2012 Citizens Bank-service :harge 2.00 07/31/2012 Citizens Bank-service charge 2.00 08/31/2012 Citizens Bank-service charge 2.00 09/30/2012 Citizens Bank-service charge 2.00 10/31/2012 Citizens Bank-service charge 2.00 12/31/2012 Citizens Bank-service ;,harge 2.00 $188.39 FEDERAL AND STATE TAXES 07/11/2011 Janet LMiller-real estate taxes at residence 2,413.73 08/23/201 I Register of Wills Ager:t-on acct of inheritance tax 100,000.00 08/03/2012 Dept of Revenue-tax cue on 2011-12 PA41 return 42.00 102,455.73 FEES & COMMISSIONS 08/30/2011 David HStone-partial Executor's commission 10,000.00 01/24/2013 David HStone-bal due on Executors com 15,000.00 01/24/2013 Stone LaFaver & Shekletski-Atty fee 14,145.00 39,145.00 FUNERAL EXPENSES 06/24/2011 Parthemore Funeral Hcme-funeral expenses 4,523.12 08/05/2011 Parthemore Funeral Hume-add'I funeral expenses 584.57 5,107.69 7 DISBURSEMENTS OF PRINCIPAL (Continued) FORWARD MISCELLANEOUS EXPENSES 05/27/2011 Check written prior to death by decedent 06/15/2011 Penn Waste Inc-services at residence 06/17/2011 Stone LaFaver &Shekletski-Reimb for probate 06/17/2011 Stone LaFaver &Shekletski-Reimb for advertising 06/24/2011 PAWC-water service at property 07/11/2011 Prudential Ins-Returning check plus bank charge 07/19/2011 PAWC-water service at residence 07/27/20] 1 The Sentinel-advertising grant of letters 07/29/2011 The Borough of Camp Hill-sewer serv at residence 08/03/2011 Janet LMiller-tax certification fee 08/22/2011 PAWC-water service at residence 08/31/2011 PNC Bank-service charge on est account 09/13/2011 Penn Waste Inc-garbage pickup at residence 09/20/2011 PAWC-water service at residence 09/26/2011 PAWC-water service at residence 02/24/2012 Register of Wills-Filing Inh tax return and Inv 04/11/2012 Kelly Financial Serv [nc-prep of201 I tax returns 1 1 /30/2012 Citizens Bank-service charge 01/24/2013 Cash-Notary fee on car title 01/24/2013 Reserve for closing expenses 01/24/2013 Register of Wills-filing First and Final Account PERSONAL EXPENSES 06/15/2011 Elwood G. Kline-lawn service for April and May 06/17/2011 PharMerica-medication received 06/30/2011 Verizon-telephone service at residence 08/15/2011 Golden Living-services rendered 09/12/2011 Golden Living Center-service rendered 09/14/2011 Holy Spirit Hospital-services rendered for 2011 PROPERTY COSTS 06/20/2011 American Modern SeiPct Ins-property insurance 08/15/2011 E K Services Inc-water pipe repairs 09/06/2011 Penn National Ins-homeowners insurance 09/13/2011 Elwood GKline-lawn service June to September SELLING COSTS ~'~ 09/15/2011 Selling costs ($12,788.05) less reimb ($2,262.28) TOTAL DISBURSEMENTS OF PRINCIPAL 19.59 48.75 593.50 75.00 15.14 235.05 14.36 147.06 15 0.00 5.00 13.54 2.00 48.75 16.83 2.71 30.00 279.50 2.00 5.00 1,000.00 zzn nn 150.00 23 8.82 120.44 70.46 10.84 ozc nn 936.00 2,335.69 29.00 zdn nn 10,525.77 $146,916.40 3,033.78 1,525.56 3,640.69 inc~c~~ $165,622.61 8 DI'~TRIBUTIONS OF PRINCIPAL TO BENEFICIARIES TO: Katherine Anne Hilton Automobile transfer as per Item I of will 06/21/2011 1997 Mercury Grand Marquis bequeathed to Katherine Distribute $2,595.00 to Katherine Anne Hilton TO: Katherine Anne Hilton Personal property proceeds 02/01/2012 Integrity Bank-Estate Checking Acct #2203005255 Distribute cash in the amount of $1,870.50 to Katherine Anne Hilton TO: Mary Catherine Coble Trust Residue of estate 01/24/2013 Integrity Bank-Estate Checking Acct #2203005255 Distribute cash in the amount of $276,287.55 to Mary Catherine Coble Trust TO: Suzanne Elizabeth Coble Hilton Personal property proceeds 02/01/2012 Integrity Bank-Estate Checking Acct #2203005255 Distribute cash in the amount of $1,870.50 to Suzanne Elizabeth Coble Hilton TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $2,595.00 1,870.50 274,:325.59 1,870.50 $280,Ei61.59 9 CHANGES IN PRINCIPAL HOLDINGS ACCGUNT VALUE 1997 Mercury Grand Marquis bequeathed to Katherine 05/24/2011 Inventoried Value $2,595.00 06/21/2011 Distribute $2,595.00 to Katherine Anne Hilton -$2,595.00 No Longer Held $0.00 Fulton Bank-Cert of Deposit #022-0194375 -Accrued 05/24/2011 Inventoried Value 18.03 06/14/2011 Transfer cash in the amount of $20.80 from Fulton ••$18.03 Bank-Cent of Deposit #022-0 ] 94375 -Accrued to Integrity Bank-Estate Checking Acct #2203005255 No Longer Held $0.00 Fulton Bank-Cert of Deposit #022-0194418 -Accrued 05/24/2011 Inventoried Value 8.22 06/16/2011 Transfer cash in the amount of $12.74 from Fulton -$8.22 Bank-Cert of Deposit #022-0194418 -Accrued to Integrity Bank-Estate Checking Acct #2203005255 No Longer Held $0.00 M&T Bank-Cert of Deposit #31003913916193 -Accrued 05/24/2011 Inventoried Value 91.56 05/24/2012 Value decreased from $91.560 to $.000 -$91.56 No Longer Held $0.00 M&T Bank-Cert of Deposit #31003914613269 -Accrued 05/24/2011 Inventoried Value 0.58 06/15/2012 Value decreased from $.580 to $.000 -$0.58 No Longer Held $0.00 M&T Bank-Savings Acct #15004208629434 -Accrued In 05/24/2011 Inventoried Value 1.46 06/i4/2011 Transfer cash in the amount of $2.01 from M&T -$1.4b Bank-Savings Acct #15004208629434 -Accrued In to Integrity Bank-Estate Checking Acct #2203005255 No Longer Held $0.00 10 CHANGES IN PRINCIPAL HOLDINGS (Continued) Personal property sold by Cordier Auctions 05/24/2011 Inventoried Value 12/27/2011 Transfer cash in the amount of $3,728.00 from Personal property sold by Cordier Auctions to Integrity Bank-Estate Checking Acct #2203005255 Carried at O 1 /04/2012 Transfer cash in the amount of $13.00 from Personal property sold by Cordier Auctions to Integrity Bank-Estate Checking Acct #2203005255 No Longer Held PNC Bank-Cert of Deposit #21001018205 -Accrued In 05/24/2011 Inventoried Value 06/13/2011 Transfer cash in the amount of $9.55 from PNC Bank-Cert of Deposit #21001018205 -Accrued In to PNC Bank-Savings Acct #5130071272 No Longer Held PNC Bank-Checking Acct #5140118441 -Accrued Inter 05/24/2011 Inventoried Value 06/08/2011 Transfer cash in the amount of $1.20 from PNC Bank-Checking Acct #5140118441 -Accrued Inter to PNC Bank-Checking Acct #5140118441 No Longer Held PNC Bank-Savings Acct #5130071272 -Accrued lntere 05/24/2011 Inventoried Value 06/03/201 1 Transfer cash in the amount of $13.22 from PNC Bank-Savings Acct #5130071272 -Accrued Intere to PNC Bank-Savings Acct #5130071272 No Longer Held ACCni INT 3,741.00 -$3,728.00 $13.00 ~-$13.00 $0.00 3.39 -$3.39 $0.00 0.62 -$0.62 $0.00 8.81 -$8.81 $0.00 11 CHANGES IN PRINCIPAL HOLDINGS (Continued) Propertylocated at 207 N 17th St Camp Hill 05/24/2011 Inventoried Value 09/15/2011 Transfer cash in the amount of $141,000.00 from Property located at 207 N 17th St Camp Hill to Integrity Bank-Estate Checking Acct #2203005255 No Longer Held Prudential Financial Inc stock 05/24/2011 177 Shares 12/22/2011 177 Shares Sold, carried at $62.02 each No Longer Held ACCOUNT VALUE 141,000.00 -$141,000.00 $0.00 10,977.54 -$10,977.54 $0.00 12 RECEIPTS OF INCOME Citizens Bank-Est Com. Checking Acct #6221032753 07!29/2011 Interest Income $50.00 08/31/2011 Interest Income 81.61 09/30/2011 Interest Income 79.03 10/31/2011 Interest Income 81.71 11/30/2011 Interest Income 79.12 12!30/2011 Interest Income 81.81 01/31/2012 Interest Income 71.63 02/29/2012 Interest Income 61.13 03/30/2012 Interest Income 49.03 04/30/2012 Interest Income 47.47 05/31/2012 Interest Income 32.71 06/29/2012 Interest Income 31.67 07/31/2012 Interest Income 16.89 08/31/2012 Interest Income 16.37 09/28(2012 Interest Income 6.34 10!31/2012 Interest Income 5.46 11/30/2012 Interest Income 5.28 12/31/2012 Interest Income 5.46 Fulton Bank-Cert of Deposit #02~-C~ 194375 06/14/2011 Interest Income Fulton Bank-Cert of Deposit #022-~~194375 -Accrued 05/28/2011 Interest Income Fulton Bank-Cert of Deposit #022-0194418 06/14/2011 Interest Income Fulton Bank-Cert of Deposit #022-0194418 -Accrued 06/04/2011 Interest Income Inteerity Bank-Estate Checking Acct #2203005255 06/30/2011 Interest Income 32.47 07/31/2011 Interest Income 57.03 08/31/2011 Interest Income 45.68 09/30/2011 Interest Income 29.49 10/31/2011 Interest Income 52.32 11/30/2011 Interest Income 50.80 $$02.72 11.77 2.77 4.12 4.52 13 RECEIPTS OF INCOME (Continued) 12/31/2011 Interest Income 01/31/2012 Interest Income 02/29/2012 Interest Income 03/31/2012 Interest Income 04/30/2012 Interest Income 05/30/2012 Interest Income 06/30/2012 Interest Income 07/3 1120 1 2 Interest Income 08!31/2012 Interest Income 09/30/2012 Interest Income 10/31/20]2 Interest Income 11/30/2012 Interest Income 12/31/2012 Interest Income M&T Bank-Cent of Deposit #3]003913916193 06(14!2012 Interest Income M&T Bank-Savi~s Acct #15004208629434 -Accrued In 06/14/2011 Interest Income PNC Bank-Cert of Deposit #21001018205 07/12/2011 Interest Income PNC Bank-Cert of Deposit #21001018205 -Accrued In 06/13/2011 Interest Income PNC Bank-Checking Acct #51401:8441 07/11/2011 Interest Income PNC Bank-Checking Acct #5140118441 -Accrued Inter 06/08/2011 Interest Income PNC Bank-Savings Acct #5130071272 07/06/2011 Interest Income PNC Bank-Savi~yAcct #5130071272 -Accrued Intere 06/03/2011 Interest Income Prudential Financial Inc stock 12/16/2011 Dividend Income 52.76 56.46 52.91 55.51 53.69 55.46 33.56 34.68 34.68 35.19 37.65 30.86 30.13 831.33 18.79 0.55 6.22 6.16 1.24 0.5 8 14.54 4.41 256.65 14 RECEIPTS OF INCOME (Continued) TOTAL RECEIPTS OF INCOME $1 „966.3 7 15 DISBURSEMENTS OF INCOME 07/06/2011 Tax withheld on pNC interest $4.07 07/11/2011 Interest withheld on interest on PNC Chkg 0.34 TOTAL DISSUF SEMENTS OF INCOME $4.41 16 LISTRIBUTIONS OF INCOME TO BENEFICIARIES T_O• Marv Catherine Coble Trust Residue of estate 01/24/2013 Integrity Bank-Estate Checking Acct #2203005255 Distribute cash in the amount of $276,287.55 to Mary Catherine Coble Trust TOTAL DISTRI1JsUTIONS OF INCOME TO BENEFICIARIES $1,961.96 $1,961.96 17 VERIFICATION DAVID H STONE, Executor of the Will of MARY CATHERINE COBLE, Deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to his knowledge, there are no claims outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertiseme;~t thereof occurred more than four months before the filing of the foregoing First and Final Account. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsil-ication to authorities. Dated: ~ a.ti ~t~ 18 ~ r-.~ `' i LAST WILL AND TESTAMENT ~ ~ C._ ~ t t G, n `" MARY CATHERINE COBLE ~ ~ ~ -~ n -r., ,j~-n ~s __ ~:~ ~ _ ~ D --~ .~ ~ - =n `~ I, MARY CATHERINE COBLE, of the Borough of Camp Hill, County of Cumberland, and Commonwealth of Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I bequeath my automobiles, household an d pers onal effects and other tangible personalty of like nature (not including cash or securities) together with any existing insurance thereon, to my sister, SUZANNE ELIZABETH COBLE HILTON, and my niece, KATHERINE ANNE HILTON, or to the survivor of them. ITEM II: 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 the then acting Trustee under that certain trust created by me on July 21, 1972, as amended, in which I am the Settlor to have and to hold, IN TRUST, for the uses and purposes and subject to the terms and provisions thereof, including any alterations or amendments thereto, or any other trust which may hereafter be substituted therefor. ITEM III: 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, together with any interest or penalty imposed in connection with such Page 1 of 4 tax, shall be considered a part of the expense of the administration of my estate and shall be paid from my residuary estate without apportionment or right of reimbursement, provided that any taxes on the trust created by me on July 21, 1972, as amended, may be paid from the assets of that trust as provided therein. ITEM IV: I direct that in the administration of my estate, my Executor not sell my real estate at public auction. TI TI EM V: I appoint DAVID H. STONE, Executor of this my last will. Should DAVID H. STONE, fail to qualify or cease to act as Executor, I appoint CHARLES H. STONE, Executor of this my last will. ITEM VI: I direct that my Executor and Trustee shall not be required to give bond for the faithful performance of his duties in any jurisdiction. IN WITNESS WHEREOF, I, MARY CATHE~~R,IAAN__E COBLE, have hereunto set my hand and seal this _~ day of ~'~.Y~~ 2002. i MAR CATHERINE COBLE SIGNED, SEALED, PUBLISHED and DECLARED by MARY CATHERINE COBLE, the Testatrix above named, as and for her Last Will and Testament, and Page 2 of 4 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. `" Witness Witness COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND ) Address Address I, MARY CATHERINE COBLE, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instrument as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. MA CATHERINE COBLE; Sworn to or affirmed to and acknowledged before me by MARY CATHERINE COBLE, the Testatrix, this ~ day of /fir, 2002. No ary Pu is Page 3 of 4 NdTARb4L KAYE R. LAY, r~r ~ ~ 'New Curberfattd &xa~C~M~erlarid Coy ~r Commission E~ises Mph 27, 2006 COMMONWEALTH OF PENNSYLVANIA} ) SS. COUNTY OF CUMBERLAND ) ~~ W e , ~ ,r '~~ ~~~~,. and ' ~ ~~. ~ ~ t~ ~~~. the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw Testatrix sign and execute the instrument as her last will; that Testatrix signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Witness Witness Sworn to or affirmed to d acknowledged before me by and `~`l~ , this ~_ day of ,r7y~[G. , 2002. witnesses, tart' Pu lic Page 4 of 4 "--~' N4TAA-AL 9EAL KAYE R. I.Uf~1; p~~ J ~~ 8G% (~~ CO. s MY on E~Ir+es Nltancb 27, x005 THE MARY CATHERINE COBLE THIS AGREEMENT OF TRUST executed in duplicate this ~~day of 1972, between MARY CATHERINE COBLE, of the Borough of Camp Hill, Cumberland County, Pennsylvania (hereinafter called Settlor), and CUMBERLAND COUNTY NATIONAL ;SANK AND TRUST CpMPANY, of New Cumberland, Pennsylvania (hereinafter called Trustee), WITNESSETH: I. Settlor grants, assigns, and sets over to Trustee and its successors all the property described in Schedule A annexed hereto and said property, together with all other property, real or personal, that may be added to the trust (such property and additions being hereinafter called principal), shall be held by Trustee, IN TRUST, upon the following terms. II. During Settlor's lifetime, to pay to her the net income therefrom and so much of the principal as shall be re- quested by Settlor or as Trustee in its discretion from time to time thinks advisable for Settlor's support t,o maintain her in the standard of living to which Settlor was accustomed at creation of the trust. If Settlor is, in the opinion of Trustee, disabled by reason of age, illness or any other cause, Trustee shall apply for Settlor's benefit as much of the net income and principal of this trust as Trustee may from time to time think advisable fcr Sett1~= ~ ~~cFcrt to m~intain Settlor in the standard of living to which Settlor was accustomed at creation Page 1 of the trust. III. Upon the death of Settlor, Trustee shall hold the remaining principal in further trust as follows: A. Trustee shall pay the net income and as much of the principal of this trust to Settlor's father, RAYM0~1 DAi~-ID ~`~~ COBLE, or to apply such net income and principal directly for his benefit, as in the sole and absolute discretion of the Trustee, may be advisable for his support. B. Upon the death of Settlor's father, RAYMOND DAVID COBLE, or upon Settlor's death if she survives him, Trustee shall pay the net income and as much of the principal of this _ cAec~> trust to Settlor's aunts, MRS. GRAC of Harrisburg, ~ J~ Pennsylvania, and MRS. IDMUND M. D SR. of Camp Hill, Pennsylvania, and to the survivor of them, or shall apply such net income and principal directly for the benefit of them or either of them, as in the sole and absolute discretion of the trustee may be advisable for their support or the support of the survivor of them. Trustee shall make or apply such pay- ments for Settlor's said aunts according to their needs and shall not be obligated to make payments in equal shares. C. Upon the death of the survivor of Settlor's father, RAYMOND DAVID COBLB, and Settlor's aunts, MRS. GRACE K. DOWNIE and MRS. EDMUND M. DEFTER, SR., the remaining trust estate shall be distributed as follows: d.F' c.~1 1. One-third to Settlor's cousin, MRS. N~'Al~ CRS, now living in Mechanicsburg, Pennsylvania. 2. One-third to Settlor's cousin, MISS ELIZABETH JEAN DEFTER, now living in Camp Hill, Pennsylvania. Page 2 3. One-third to be divided equally among Settlor's cousins, MR. EDMUND M. DEFTER, JR., MISS EMILY FRANCES DEFTER, and MISS ~N AA'Y' ~~~ ' ELIZABF' IE. 4. Should any of Settlor's said cousins not be living at the time of the death of the survi- vor of Settlor's father, RAYMOND DAVID COBLE, and Settlor's aunts, MRS. GRACE K. DOWNIE and MRS. EDMUND M. DEFTER, SR., then the share of the said deceased cousin shall be distributed as follows: a. One-half to A. BICKFORD CRAWFORD; b. One-half to the. trustee, in further trust nevertheless, to pay the net income and as much of the principal of said further trust to EDMUND D. CRAWFORD or to apply such net income and principal directly for his bene- fit as in the sole aid absolute discretion of the trustee may be advisable for his support and welfare for and during the term of his natural life and upon the death of the said EDMUND D. CRAWFORD the remaining principal and undistributed income held in ' trust for him shall be paid to hie issue per stirpes, if any then living and if not to A. BICKFORD CRAWFORD or his issue per stirpes. During the lifetime of EDMUND D, CRAWFORD, should Trustee at any time deem it suitable, in its sole discretion, Trustee may terminate said trust and distribute the balance remain- ing therein to EDMUND D. CRAWFORD, absolutely. Page 3 IV. Should any person entitled to distribution from this trust be, in the opinion of the Trustee, incapable of disbursing it because of age, illness, or any other cause, and should it be impossible or inadvisable in the opinion of the Trustee for such share to be awarded to such person or dis- tributed to another for such person's benefit, the share of such person shall be held, IN FURTHER TRUST, and the Trustee shall accumulate the income and shall apply from time to time such portion of income, accumulated income, and principal as it thinks proper for that person's support and education (includ- ing college education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such support ar education, or to make payment for these purposes, without further responsibility, to the beneficiary or to the beneficiary's parent, ax to any person taking care of the bene- ficiary. Any principal or income not so applied shall be distributed to the beneficiary when he or she becomes of age or competent, or to the personal representative of the benefi- ciary's estate in case of death during minority or before becoming competent. V. The principal and income of this trust shall be free fran anticipation, assignment, pledge or obligation of Settlor or of any beneficiary and shall not be subject to any execution or attachment or to voluntary qr involuntary alienation. VI. Trustee shall have the power, but not the duty, Page 4 j~ ~to make such expenditures out of this trust as it, in its uncontrolled discretion, may consider desirable in order to faciliate the settlement of Settler's estate. In exercising such power, Trustee may pay, in whole or in part, any or all of the following items: the expenses of Settlor's last ill- Hess and burial, including cost of gravemarker; her debts; her income taxes; the death taxes on any and all property included in her gross estate for tax purposes; and all other items in connection with the settlement of her estate. Any such items may be paid directly by Trustee or the funds for their payment may be transferred by Trustee to Settlor's executor or administrator; and neither such executor or admin- istrator nor any beneficiary of Settlor's estate shall be required to reimburse Trustee for any funds so paid or transferred. All such death taxes on present or future interests shall be paid at such time or times as Trustee may think proper, regardless of whether such taxes are then due, provided that any postponed taxes on future interests shall be charged against the particular share with respect to which the taxes are imposed. VII. Trustee shall have the following powers in addition to those vested in it by law and by other provisions of this trust, applicable to all troperty, whether principal ox income, including property held for minors, exercisable without court approval, and effective until actual distribution of all property: A. To retain any or all of the assets of this trust, real or persona, including stock of the corporate trustee or of any holding company awning or controlling stock of the corporate trustee. B. Tv invest in all forms of property, including Page 5 X. Trustee shall recAive compensation for the performance of its functions hereunder in accordance with its standard schedule of fees in effect from time to time during the period over which its services are performed. XI. •The situs of this trust for administrative and accounting purposes shall be in the County of Cumberland and Commonwealth of Pennsylvania, and all questions pertaining to the construction or validity of the provisions of this instru- ment shall be governed by the laws of that Commonwealth. IN WITNESS WHEREOF, Settlor has hereunto set her hand the day and year first above written and Trustee has executed this instrument and caused its corporate seal to be affixed hereto. ary at er ne o e CUMBERLAND COUNTY NATIONAL BANK AND TRUST COMPANY ' ATTEST: BY ~~ -~+- , ~ (SEAL ) ~ fl1fTANTl6CRETAIIY vrrF PRESIOENI 2 T'".'::'~ C " l~ FYi2 COMMONWEALTH OF PENNSYLVANIA } )) SS; COUNTY OF CUMBERLAND On this, the ,~~aay of 1972, before me a Notary Public, the un ersigned o ce , personally ap eared MARY CATHERINE COBLE known to me (or satin actorily proven to be the person whose name is subscribed to the within instrument and acknowledged said instrument to be her free act and deed. IN WITNESS WHEREOF, I have hereto set my hand and notarial seal. _ // r~ 'irp ^ , HIII. Cn~+" ~ SoUnty My Comrnission E~Dlre~ September 24. 1973 Page 7 - ~. FIRST AMENDMENT TO THE MARY CATHERINE COBLE '! REVOCABLE TRUST AGREEMENT ~, I~iRL~i 4, 2002 it This First Amendment to a certain agreement of trust executed on July 21, 1972, between MARY CATHERINE COBLE of the Borough of Camp Hill, Ccunty of Cumberland and Commonwealth of Pennsylvania,, (herein- after called "Settl.or"), and CUMBERLAND COUNTY NP.TIONAL BANK AND TRUST COMPANY, now by merger PNC BANK, N.A., of Camp Hill, Pennsylvania (hereinafter called. "Trustee"). W I T N E S S E T H: 1. I hereby revoke item III of my trust and in its place there shall be a new item III as follows: III i Upor.. the death of the Settlor, Trustee shall hold the remaining principal in further trust as follows: A. Trustee shall pay the net income and as much of the pri;~cipal of this trust to Settlor's sister, SUZANNE ELIZABETH COBLE HILTON, and Settlor's niece, KATHERINE ANty HILTON, or to the survivor of them, or to apply such net income ar.d principal directly for the benefit of them or either of them, as in the sole and absolute discretion of the Trustee, may be advisable for the support of the 'I survivor of them. Trustee shall make or apply such payments fcr Page 1 o f 4 ~~ Settlor's said sister and niece according to their needs and shall not ~~~ be obligated to make payments in equal shares. B. Upon the death of the survivor of Settlor's sister, ti I~ SUZANNE ELIZABETH COBLE HILTON, and Settlor's niece, KATHERINE ANN i HILTON, 'the remaining trust estate shall be distributed as. follows: i (1) 15o thereof to the CAMP HILL FIRE COMPANY. j (2) 7~o thereof to HOSPICE OF CENTRAL PENNSYLVANIA. I (3) 7'~zo thereof to PROFESSIONAL HOSPICE CARE. ~ (4) 15o thereof to THE HARRISBURG CEMETERY. (5) 15o thereof to the CAMP HILL PUBLIC LIBRARY, now known as the FREDERICKSON LIBRARY. (6) So thereof to the local chapter of the AMERICAN CANCER SOCIETY. (7) 5o thereof to the local chapter of the .ARTHRITIS FOUNDATION. '' (8) 5o thereof to SAVE THE REDWOODS LEAGUE. (9) 15o thereof to MESSIAH VILLAGE. (10) 5o thereof to the CAMP HILL POLICE DEPARTMENT. Ij (11) 5o thereof to MESSIAH COLLEGE. ~'~ In all other respects Settlor hereby ratifies and confirms the Mary Catherine Coble Revocable Trust Agreement dated July 21, 1972, together with this amendment, which now constitute the entire Mary I: Catherine Coble Revocable Trust Agreement. Page 2 of 4 IN WITNESS WHEREOF, intending to be legally bound hereby, the parties have executed this First Amendment to the Mary Catherine Cobi~ Revocable Trust Agreement the day and year above written. /~ r ,~ _- i W' ness MARY C HERINE COBLE ATTEST: (SEAL) dent COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND ) On t=his, the ~ day of ~ 2002, before me the undersigned officer, a Notary Public, personally appeared MARY CATHERINE COBLE, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and official seal the day and year first above written. Nota Publi Page 3 of 4 ~~~~~ p~~ New Cumbetiettd Bao. C~xnbertand Co. ~~ Coamtission E~hes i~tarch27.2006 COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY C>F ) ~ ~~~~ ~ On this the _~ day of ~~ 2002, before me, the undersigned officer, a Notary Pubic, personally appeared ©t ~n ~~"~ l~_ who acknowledged himself to be the Vice President of PNC Bank, N.A., successor by merger to Cumberland County National Bank and Trust Company, and that he as such Vice President, being authorized to do so, executed the foregoing instrument by signing the name of the corporation by himself as Vice President. IN WITNESS WHEREOF, I have herPy~n~o set my ha and notarial seal. ~~'. ~~ Notary Public Notarial Seal Exa ~. Throwrer, Notary PWt-c County ~ E Nw.12, 2002 pA~rnber, P'annoyMeenre Ash d NoteAoe Page 4 of 4 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been rE;gularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, vlz: June 17, June 24, and July 1, 2011 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. L a Marie Coyne, E itor SWORN TO AND SUBSCRIBED before me this 1 of Jules 2011 ll Notary Coble, Mary Catheriae, deed. Late of Camp Hill Borough. Executor: David H. Stone, Es- quire, Stone LaFaver 8s Shek- letski, P.O. Box E, New Cumber- land, PA 17070. Attorneys: David H. Stone, Es- quire, Stone LaFaver ~ Shek- letski, P.O. Box E, New Cumber- land, PA 17070. NOTARIAL SEAL DEBORAH A COLLINS Notary Public CARLISLE BOROUGH, CUMBERLAND COUNTY My Commission Expires Apr 28, 2014 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tackie Cox, Sales Director, of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13,1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s): Lune 10, Tune 17 and Tune 24, 2011 COPY OF NOTICE OF PUBLICATION . - ~ f. • oAM7s$~b?~f 1~/[Irf ~'~'N>~+tA~iBi bf pertr~+ranie, deceased. MMw been 4N~~ to ifie unriersiyt-eirt. pgpgreoneh-Oebta4 W ~g~it Eiillte gre , iort-ek4~isnm4d1~6o DaY~m ettd rt~ae tAtrW-g datms, yriN pwse~m vv~out dtey to: ~~' I ~.c~z.. a~ 1e: ' New c~unDerlend. P!~ 17074# Affiant further deposes that he/she is :not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to Mme, place and character of publication My commission expires: NOTARIAL SEAL BAMBI ANN HECKENDORN Notary Public CARLISLE BOROUGH, CUMBERLAND CNTY illy Commission Expires Jan 27, 2014 Notary Public INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVAN[A COUNTY OF CUMBERLAND SS File Number 21 11 0642 Personal Representative(s) of the Estate of MARY CATHERINE COBLE ~_ deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the persoII,~li and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation place~~ inventory represents its fair value as of the date of the decedent's death, and that Decedent caned no real e~ Commonwealth of Pennsylvania except that which appears in a memorandum at the end f is inventory. ~ ~~ I verify that the statements made in this Inven- ~~ :~ tory are true and correct. I understand that false state- ments herein are made subject to the penalties of DAVID , E TO v 18 Pa. C.S. § 4904 relating to unsworn falsification to authorities. Attorney -- (Name) DAVID H STONE ESQUIRE (Supreme Court I.D. No.) 39785 (Address) 414 BRIDGE STREET NEW CUMBERLAND PA 17070- (Telephone) (717) 774-7435 DATE OF DEATH LAST RESIDENCE DECEDENTS SOC. SEC. NO. 207 N. 17TH STREET 5/24/2011 CAMP HILL PA 17011- 293-22-7605 FIGURES MUST BE TOTALED 1997 Mercury Grand Marquis bequeathed to Katherine Anne Hilton as mentioned under Item I of Will at Kelly Bluebook value Capital BlueCross-refund Fulton Bank-Cert of Deposit #022-0194375 Princ. $25,300.00, Int. $18.03 Fulton Bank-Cert of Deposit #022-0194375 -Accrued Interest Fulton Bank-Cert of Deposit #022-0194418 Princ. $20,000.00, Int. $8.22 Fulton Bank-Cert of Deposit #022-0194418 -Accrued Interest Golden Living-Reimb an prior payment of serv rend (Attach additional sheets as needed) 2,595.00 112.75 25,300.00 18.03 20,000.00 8.22 1,440.69 TOTAL: ~ 433,975.53 NOTE: "rhe Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the persona( representative include: [he value of each item, but such figures should not be extended into the total of [he Inventory. (See 20 Pa. C.S. § 3301(bJ) f~' gets wtie~ver t~!-~? ~te ea~item e~ std [ ~": ~tsidetq£the ". ~ _ ~ ;__. 4~ 'o y '~-;-~ •-,-t ~ .. • ' t~1 (orm RW-09 rev. l0.13.06 Continuation of Inventory MARY CATHERINE COBLE 21 11 0642 Decedent Name Page 1 File Number Description of Inventory Insurance refund M&T Bank-Cert of Deposit #31003913916193 Print. $29,500.00, Int. $91.56 M8T Bank-Cent of Deposit #31003913916193 -Accrued Interest M8~T Bank-Cert of Deposit #31003914613269 Princ. $15,000.00, Int. $.58 M&T Bank-Cert of Deposit #31003914613269 -Accrued Interest M&T Bank-Savings Acct #15004208629434 Princ. $50,670.00, Int. $1.46 MST Bank-Savings Acct #15004208629434 -Accrued Interest Personal property sold by Cordier Auctions on December 3, 4, and 16, 2011 (net proceeds) PNC Bank-Cert of Deposit #21001018205 Princ. $25,000.00, Int. $3.39 PNC Bank-Cert of Deposit #21001018205 -Accrued lnterest PNC Bank-Checking Acct #5140118441 Print. $27,209.49, Int. $.62 PNC Bank-Checking Acct #5140118441 -Accrued Interest PNC Bank-Savings Acct #5130071272 Print. $80,421.68, Int. $8.81 PNC Bank-Savings Acct #5130071272 -Accrued Interest Property located at 207 N 17th St Camp Hill Cumberland County, PA sold to David Shultz on September 15, 2011 177 shares Prudential Financial Inc stock @ $62.020 each 197.00 29, 500.00 91.56 15, 000.00 0.58 50, 670.00 1.46 3,741.00 25,000.00 3.39 27,209.49 0.62 80,421.68 8.81 141, 000.00 10,977.54 Subtotal I S 383,823.13 Continuation of Inventory MARY CATHERINE COBLE 21 11 0642 Decedent Name Page 2 File Number Description of Inventory Prudential Ins-monthly annuity payment rec. Contract #ROS854003 Prudential Insurance-monthly annuity payment rec. Contract #DOY133148 193.61 450.10 RLI-liability insurance refund ~ 34.00 Subtotal ~ $ 677.71