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Home My WebLink About04-0992 Estate of Ja",,-IZ v"l.l,,-ll " also known as PETITION FOR PROBATE and GRANT OF LETTERS No. d-.J - t>4 -q1) To: - Register of Wills for the Deceased. County of (;um.fLIZ.< e6!.'1A in the Social Security No. 1 95 Q 7 B 1 71 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 r'l" I. in the last will of the above decedent, dated )""',, .....1fJ..,...2'O.03.___...__..... and codicil(s) dated .41 / .1 named '-- (Slate relevant circumstances, e.g. renunciation, death of exe.:Utor, etc.) Decendent was domiciled at death in r II m (J. n 11 P fI n rI County, PennsyJvania. with h last family or principal residence at 2 Q Q 0 C g,,- . " '1 <fa '1 q" a " t aQI1QII[}h "I (nm,n 1-!//lP (list street, number and muncipality) Decendent, then -M.._.__ years of age, died -flc.Lo~..22,...._._. _.2flD.f., at _.iLo.L,y.......Sp..l...ll....i..t.......Ii.04pila..L,....-E..a...oL P n n n ^ Po A n r. 7 t'l1,Jn Ah ; ,n 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: AI fA. Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: A' $ -'", ,.$ 'on. nnn nn ~$" J$~, ~ 1~$ r-' ~~ WHEREFORE, petitioner(s) respectfully presented herewith and the grant of letters --~---- W request(s) the probate of the last wil!~ and cOdicil(s) fq~fQmQnfnqy n~ (testamemsry; administration c:.t:a.; admin~[ion d.b.n:c.r.A.) ~.I theron. ... u c " ~- ':;;..e " - "'~ ~O c';:: cu'::: -" -"- ...~ :;0 ~ = .. Vi x~d-~~ ~~o~. ?()n() rflnnonrJr.n r.::fnoof CIiI'II,9 ILiff, 1)4, 17(J11 ,1R. il N()/I.jh S"r()nd S:L"",,:L ldr.nmfn!:,lJ.allng, PA 1704.i OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA }' ss COUNTY OF ('IffY/HUH /Jilin 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 affiAn,'l. and subscribed {. y ~J:&J. ~= ~ before me this 2 day of ~ Y'~~~"~A".~~~~~ ~xth1nf} ~~~~~ ~ ~~ .~ ~~ -~ ~ No....::2/- DY -gqa. Estate of flARI r (jR/LIl1 , Deceased DECREE OF PROBATE AND GRANT OF LETTERS ? AND NOW No vlZm!!.lZ/I. -;? 2004, in consideration of the petition on the reverse side hereof, satisfactory proof having been pre;)ented before me, IT IS DECREED that the instrument(s) dated lunlZ 10 , 2003 described therein be admitted to probate and filed of record as the last will of and Letters are hereby granted to 7p.Atamp-nta/Z..u r/l.ank fl. 7hu/l.man and J u..; an :J-. I fLu/l.man 3Cf5 6b Probate, Letters, Etc. ......,.. $ 7'~ e. f1Q Short Certificates( ).......,.. $ 24.00 ~ll,!;l~i.~I:m..O.II-.-b.r:o....~. $ &4{'j]) J-c." r ee $ 1 Q. Q Q TOTAL _ $ 3;']. iJO Filed D.-: .~.-:-.Q'i.......... ...~(q3~ FEES 1..iQ.GIG! 4 CfQ.fJl(j.Plnn PA Tn 7?963 , . A ITORNEY (Sup. C<. I.D. No.) 5021 [. 7/1.,,-nd1.1Z Rd., StlZ. 100 flo~hnn;~-'oP.llnfl' PA 17050 ADDRESS (717 )796-1930 PHONE ~~ .... ~.',. ::;(' ci h 6 -<.: I W Co 1.:..0 --J , This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Rcgistrar~ The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 No. t2wn-1;p~ Local Registrar p 10686618 OCT 2 5 2004 ;...,; \. Date. 1S: CJ """ I W ~ .:.:" " " NAME Of DECEDliffl (Fnl, MidclIl, Llsl) 1. Marie Gruiff AGE \LaalBir1h4Iy) ;II - 04 - qq ~ COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH Co .h: ~} tl105t43Rev,';jfJ7 ," ", SEX a.female 'TATE FJLENUNlIElI SOCIAL SECURITY NUMBER .. 86 COUNTY OF DEATH BIRTHPlACE (Clly snd Sl8\florFcnignCOunlry) Mt. InpObontg.--- 7. . UnlOn I PA ... FACILITY NAME (II not instilulion, give street and I1Umber) .195 07 -8171 ;;lu -,0 ~o ?s:""'ID RACE-Amer1canlndian, Black, 'M\'le,el (Speedy) 10. White SURVIVING SPOUSE lt1_,\II..moi.",n.,noj lb. Cumberland DeCEDENT'S USUAl. OCCUPATION (~ -'l_ _ .,-*ingilo;40""'.... .." ,,,.clerical f;~al Employee eDeNT'S I.4AlllNG ACOR S (StreIt CIlylTown. St8\fl. lip COde) DECEDENTS 2000 Clarendon street ~~~~~NCE ,.. Camp Hill, PA 17011 ~~~a 17b.Countv ~:T~E~i11~al) INF MANT NA~ ( ypw'PrW) ~.Fr 'rnurman METH 01 ITI 'DonatlonO ~GJc~on~emov.lfromsl..D 0 ~Clal'V_) 27 2004 .21.. 0Iher(Specif)') 2ffr'....ooer , SIGNA OF' E II PERSON ACTING AS SUCH LICENSE NUMBER ,.. ~ ..1:'0012453 -L To !hi beat rJ my knowl~, deBIIl 0CCUIT8d lit the lime, date and place allllad (SlgrllIllQ.ndTitle) '''. TIME Of DEATH KIND OF BUSINESS I iNDUSTRY PA ~C&dtml 1Tc:. 0 Yea. decedllnllived in CUmberland live in. decede h IoIO'nal'Op? 17d.r&I ~~n.Gl""~I~oI Camo Hill MOTHER'S NAME (Fit1ll. Middle, Mllldell SumlIf1)8) ... Zaka Risteff INFORMANTS MAILING AOORESS (Slrael. CltyfTown. Slate. Zlic-, ...2000 Claredon St. Hil PA 17011 PLACE OF DISPOSITION. Name oICemelel)', eremlllOl)' LOCATION. CityfTown, Slllle, Zip Code orOlherPlllCe "J3aldwin Cemetery NAME AND ADDRESS Of FACILITY II ,"'.F.S'IONE FUNERAl:: LICENSE NUMBER ~, o<1yiMro u ~ 21. PART I: -...--.lnju.......~........,..c_...<I_, Oo_...tw......... oIcl11ni1..woh.._clIac: "'...plralooy.,......IIoo:.....'...IlI..Iw.. LIi>t......,._..........._IIna. rfJf 238. 23c. WAS CASE REfERRED TO A MEDICAL EXAMINER ICORONER? 26. YelD No asI : ApprolWTlllle PARTJl: OlheraiQOllicanloondiIionICOlllribulll'1\llOdBillh.but ,inlervalbelwe IlOlruultlo\lllllll8UnderlylllllC8UaeglVlm,nPARTI ;CI(Iaetanlldaalh PA 17113 PA T (OR ACC>>l a NC Se\tol~Yybtcona;liool ~any, leadulg lO""medlllle COIuse EnlerUNDERl.YING CAUSE (Oi...e or II1jUl)' lhllltnllilll8deventa rewnlllg on dNth ) LAST WAS AN AUTopsy WERE AUTOPSY FINDINGS P€.RFOOMED? AVAILABlE PRIOR TO COMPLETION OF CAUSE Of DEATH? I: T (OFI"ACON Q NC ( AAON U1iNCEOF) ACCldelll MANNER OF DEATH ~ o HomI~de DATE OF INJURY IMonIl,o.y,V..,) TildE OF INJURY INJURY AT 'NORK? DESCRIBE HOW INJURY OCCURRED NatlM"llI vesO No veaD 28a. 21b. CERTIFIER (Check only 0t18) .~~':.UFbV:t~\'=~l.=hc=~i~J'3'us:~a.-::r~=(:=~k,~B~&h~~f.~.~~~~_~.~.~,lh..~.~.~~~e.l~.'.l~rn.~~)_ NOIZ1 Penaill\llllvesllgatlorl o o o ..,. PLACE OF INJURV Wl<jng,"O.(Spo<:ifyl .... 3Ob. M -A1homa, farm, slrae!. raotol)', office veloO NoD ..,. Suicide Could""lbedeterrmned n. .PRONOUNCING AND CERTifYING PHYSlClANIPhysician bo1h pronOlJllClIlg oolllh and cer!i"""111 to cause 01 death) To the baet of lilY knowledge, "e.th occurred.t lheUme, dat.. and place, .Ild due Ie> the cauul(s) loci m.nner u 51.led, "MEDICAL EXAMlNERICORONER O<'l1he!wl.. of eumlollllon Indlot InvesllgMlon,ln my oplnlon, dUlh occurred lIthe Ume, dIIta. and plac., Ind dUI to the ClllHlI(all.,d mlInn......aatl/d.. 31.. REGlST o ". DATEFlLEOIMOIlth,Dlly, Year! ,.c7~,;J,(- 'tJo <.f .'.172.//,., .,' I><l/,,{I/I/I LAST WILL AND TESTAMENT OF MARIE GRUlFF I, MARIE GRUIFF, now of Manor Care, 1700 Market Street, Carny Hill, Cumberland County, Pennsylvania 17011, do publish and declare this to be my Last WW and ~stamt!pt;:, hereby revoking all other prior wills and codicils made by me. f -"" '",: ' FIRST: Family Back2round and Appointment of Executor. C:! -<::: I w (A) Familv and Back2round Information. I arn a single woman, hayj,ng never been married. I have no children. Throughout this Will, FRANK M. THURMAN shlili. be reJerred to as my "brother-in-law" and SUSAN J, THURMAN shall be referred:toas "mt\1iece"." (B) Appointment of Executor. I appoint as my Co-Executor and Co-Executrix (all hereinafter referred to as Executor or Executor(s) under this Will), the following named persons or corporations to serve without bond and without being required to account to any Court: Co-Executor and Co-Executrix: My brother-in-law, FRANK M. THURMAN and my niece, SUSAN J. THURMAN, to act jointly and individually. SECOND: Funeral and Last Illness Expenses: Taxes. (A) Illness. I direct my Executor to pay my funeral expenses and the expenses of my last illness from my estate. (B) Taxes. I direct my Executor to pay any and all estate, inheritance, succession, legacy, transfer and other death taxes or duties, by whatever name called, including any and all interest and penalties thereon, imposed under the laws of any jurisdiction by reason of my death upon or with respect to any and all property included in my gross estate for the purpose of such taxes, whether such property passes under or outside of this Will. Without any apportionment otherwise required by law and without being prorated or apportioned among or charged against the respective devises, legatees, beneficiaries, transferees, or other recipients of any such property or charged against any property passing or which may have passed to any of them, I direct that any taxes so paid shall be charged against my residuary estate. My Executor shall not be entitled to reimbursement for any portion of any such taxes from any such person. THIRD: Tanl!ible Personal Property. Except for those items excluded below and those items enumerated in the Letter'of Instruction, I bequeath all my tangible personal property, SE:'.C- tJ(/J M.a- . LAST WILL AND TESTAMENT OF MARIE GRUlFF PAGE 2 including but not limited to clothing, jewelry, heirlooms, furniture, household furnishings, personal effects, and all other similar articles, which I own, and the insurance thereon, to be equally divided between my brother-in-law, FRANK M. THURMAN, and my niece, SUSAN J. THURMAN. Tangible personal property shall not include: (1) any and all property used by me in any business, (2) cash on hand or on deposit in banks, (3) stock or securities, (4) any type of evidence of indebtedness, and (5) any life, health or accident insurance policies. If my either my brother-in-law or my niece do not survive me, I leave such tangible personal property to the survivor of them. If neither my brother-in-law nor my niece survive me, I leave such tangible personal property to their then living issue, as they should request. If there is any disagreement as to distribution, I direct my Executor to make such distribution. The decision of my Executor shall be final and binding. Any items not selected or any items which my Executor considers unsuitable for a minor child shall be sold in the sole discretion of my Executor and, if sold, the net proceeds therefrom shall be added to the residue of my estate. Any such article allocated to a minor may, as my Executor deems advisable, either be delivered to the minor or to any person to safeguard on behalf of the minor. Notwithstanding any other provisions in this Article THIRD, I may leave a separate, dated and unsigned Letter of Instruction, which I shall place with my Will, containing directions as to the ultimate disposition of certain of the property bequeathed under this Article THIRD, and such Letter of Instruction shall determine the distribution of such items. FOURTH: Residuarv Estate. I devise and bequeath all of the rest, residue and remainder of my estate, real, personal and mixed, of whatever nature and wherever situated to which I am legally or equitably entitled, to be divided equally between my brother-in-law, FRANK M. THURMAN, and my niece, SUSAN J, THURMAN. Should either my brother-in- law or my niece predecease me, I direct that individual's share of my estate to go to the survivor of them. Should both my brother-in-law and my niece predecease me, I direct my entire residuary estate go to SUSAN J. THURMAN'S then living children. Should my niece, SUSAN J. THURMAN, die without issue, I direct my entire estate shall go to my nephew, FRANK D. THURMAN. FIFTH: Powers of Executor. In addition to the powers and duties as may have been granted elsewhere in this Will, but subject to any limitations stated elsewhere in this Will, the M.a.... ~~tC tvrzJ IAST WILL AND TESTAMENT OF MARIE GRUlFF PAGE 3 Executor shall have and exercise exclusive management and control of the Estate and shall be vested with the following specific powers and discretion, in addition to the powers as may be generally conferred from time to time upon the Executor by law: (A) In the management, care and disposition of the Estate, the Executor shall have the power to do all things and to execute such instruments, deeds, or other documents as may be deemed necessary or proper, including the following powers, all of which may be exercised without order of or report to any Court: (1) To sell, exchange or otherwise dispose of any property at any time held or acquired hereunder, at public or private sale, for cash or on terms, without advertisement, including the right to lease for any term notwithstanding the period of the Estate, and to grant options, including any option for a period beyond the duration of the Estate. (2) To invest all monies in such stocks, bonds, securities, mortgages, notes, choses in action, real estate or improvements thereon, and any other property as the Executor may deem best, without regard to any law now or hereafter enforced limiting investments of fiduciaries or issued by a parent or affiliate company of such Executor. (3) To retain for investment any property deposited with the Executor hereunder. (4) To vote in person or by proxy any corporate stock or other security and to agree to or take any other action in regard to any reorganization, merger, consolidation, liquidation, bankruptcy or other procedure or proceedings affecting any stock, bond, note or other security. (5) To use attorneys, real estate brokers, accountants and other agents, if such employment is deemed necessary or desirable, and to pay reasonable compensation for their services. (6) To compromise, settle or adjust any claim or demand by or against the Estate and to agree to any rescission or modification of any contract or agreement affecting the Estate. (7) To renew any indebtedness, as well as to borrow money, and to secure the same by mortgaging, pledging or conveying any property of the Estate. /I1,rJ-. ~ tJ'jlA/ LAST WILL AND TESTAMENT ill: MARIE GRUlFF PAGE 4 (8) To retain and carryon any business in which the Estate may acquire an interest, to acquire additional interest in any such business, to agree to the liquidation in kind of any corporation in which the Estate may have an interest and to carryon the business thereof, to join with other owners in adopting any form of management for any business or property in which the Estate may have an interest, to become or remain a partner, general or limited, in regard to any such business or property and to hold the stock or other securities as an investment, and to employ agents and confer on them authority to manage and operate the business, property or corporation, without liability for the acts of such agent or for any loss, liability or indebtedness of such business if the management is selected or retained with reasonable care. (9) To register any stock, bond or other security in the name of a nominee, without the addition of words indicating that such security is held in a fiduciary capacity, but accurate records shall be maintained showing that such security is a Estate asset and the Executor shall be responsible for the acts of such nominee. (B) Whenever the Executors are directed to distribute any Estate assets in fee simple to a person who is then under twenty-one (21) years of age, the Executor shall be authorized to hold such property in Trust for such person until he/she becomes twenty-one (21) years of age, and in the meantime shall use such part of the income and the principal of the Estate as the Executor may deem necessary to provide for the proper support and education of such person. If such person should die before becoming twenty-one (21) years o'f age, the property then remaining in trust shall be distributed to the personal representative of such person's estate. (C) In making distributions from the Estate to or for the benefit of any minor or other person under a legal disability, the Executor need not require the appointment of a guardian, but shall be authorized to payor deliver the same to the custodian of such person, to payor deliver the same to such person without the intervention of a guardian, to payor deliver the same to a legal guardian of such person if one has already been appointed, or to use the same for the benefit of such person. (D) In the disbursement of the Estate and any division into separate trusts or shares, the Executor shall be authorized to make the distribution and division in money or in kind, or both, regardless of the basis for income tax purposes of any property distributed or divided in kind, and the distribution and division made and the values established by the Executor shall be rl'>J . i30-. ~--~c ?/vW LAST WILL AND TESTAMENT OF MARIE GRUlFF PAGES binding and conclusive on all persons taking hereunder. The Executor may in making such distribution or division allot undivided interests in the same property to several trusts or shares. (E) The Executor shall be authorized to lend or borrow, including the right to lend to or borrow from any trusts which I or my spouse may have established during life or by will at an adequate rate of interest and with adequate security, and upon such terms and conditions as the Executor shall deem fair and equitable. (F) The Executor shall be authorized to sell or purchase at the fair market value as determined by the Executor, any property to or from any trust created by me or my spouse during life or by Will, even though the same person or corporation may be acting as Executor of my estate or as Trustee of any of my other trusts. (G) The Executor shall have discretion to determine whether items should be charged or credited to income or principal or allocated between income and principal as the Executor may deem equitable and fair under all the circumstances, including the power to amortize or fail to amortize any part or all of any premium or discount, to treat any part or all of the profit resulting from the maturity or sale of any asset, whether purchased at a premium or at a discount, as income or principal or apportion the same between income and principal, to apportion the sales price of any asset between income and principal, to treat any dividend or other distribution of any investment as income or principal, or apportion the same between income and principal, to charge any expense against income or principal or apportion the same, and to provide or fail to provide a reasonable reserve against depreciation or obsolescence on any assets subject to depreciation or obsolescence, all as the Executor may reasonably deem equitable and just under all the circumstances. If the Executor does not exercise the above discretionary power, the cash or accrual allocation shall be in accordance with Chapter 81 of Title 20 of the Pennsylvania Consolidated Statutes, or the corresponding provisions of subsequent state law. (H) If at any time the total fair market value of the assets of any trust established or to be established hereunder is so small that the corporate Trustee's annual fee for administering the trust would be the minimum annual fee set forth in the Trustee's regularly published fee schedule then, in effect, the Trustee in its discretion shall be authorized to terminate such trust or to decide not to establish such trust, and in such event the property then held in or to be distributed to such trust shall be distributed to the persons who are then or would be entitled to the income of such trust. If the amount of income to be received by such persons is to be determined in the discretion of the Trustee, then the Trustee shall distribute the property among such of the persons PIt c;.. d]--C' /L/rrz,J LAST WILL AND TESTAMENT ill: MARIE GRUlFF PAGE 6 to whom the Trustee is authorized to distribute income, and in such proportions, as the Trustee in its discretion shall determine. (I) Except as otherwise provided in this Will, when the authority and power under this Will is vested in two (2) or more Executors or Trustees, the authority and powers are to be held jointly by the Executors or Trustees, respectively. A majority of the Executors or Trustees may exercise any authority or power granted under this Will or granted by law, and may act under this Will. Any attempt by one such Executor or Trustee to act under this Will on other than ministerial acts shall be void. The action of one such Executor or Trustee under this Will may be validated by a subsequent ratification of the act by a majority of the Executors or Trustees. SIXTH: Rilzhts and Liabilities of Executor. (A) No bond or other security shall be required of any Executor. (B) This instrument always shall be construed in favor of the validity of any act or omission by any Executor, and any Executor shall not be liable for any act or omission except in the case of gross negligence, bad faith or fraud. Specifically, in assessing the propriety of any investment, the overall performance of the entire Estate shall be taken into account. (C) Each Executor shall be entitled to receive reasonable compensation for services actually rendered to my estate, in an amount the Executor normally and customarily charges for performing similar services during the time which he/she performs the services. SEVENTH: Spendthrift Provision. No beneficiary shall have the power to anticipate, encumber or transfer his or her interest in the estate in any manner other than by the valid exercise of a power of appointment. No part of the estate shall be liable for or charged with any debts, contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any creditor of a beneficiary. EIGHTH: Tax Elections. (A) In determining the estate, inheritance and income tax liability relating to my Estate, the Executor's decision as to all available tax elections shall be conclusive on all concerned. If the Executor joins with my spouse in filing income tax returns, or consenting for 111. ~. c-cre Cd rJW LAST WILL AND TESTAMENT ill: MARIE GRUlFF PAGE 7 gift tax purposes to having gifts made by either of us during my life considered as having been made one-half by each of us, any resulting liability shall be borne by my Estate and my spouse in such proportions as they may agree. In accordance with IRC Section 2632(a) and without regard to whether a Federal estate tax return is actually filed, my Executor shall allocate so much of the Federal Generation Skipping Transfer (GST) exemption amount as will fully exempt any generation skipping transfer which may occur under this Will. The Executors may, in their discretion, determine the date as of which my gross estate shall be valued for the purpose of determining the applicable tax payable by reason of my death. (B) The Executors may, in their discretion, decide whether all or any part of certain deductions shall be taken as income tax deductions (even though they may equal or exceed the taxable income of my estate and whether or not claimed or of benefit on my estate's income tax return) or as estate tax deductions when a choice is available; and in the event that all or any part of such deductions are taken as income tax deductions, no adjustment of income and principal accounts in my estate shall be made as a result of such decisions. NINTH: Definitions and General Provisions. (A) Survival. Any beneficiary who dies within sixty (60) days after my death shall be considered not to have survived me. (B) Captions, The captions set forth in this Will at the beginning of the various articles hereof are for convenience of reference only and shall not be deemed to define or limit the provisions hereof or to affect in any way their construction and application. (C) Children. As used in this Will, the words "child" and "children" shall include persons who are legally adopted and the issue of said persons, whether born in or out of wedlock, so long as any person born out of wedlock is acknowledged in a written instrument executed by the one of their natural parents who is a descendant of mine to be the child of said descendant. The word "issue" shall include descendants of all generations including adopted persons. A posthumous child shall be considered as living at the death of his parent. The birth to me or the adoption by me of a child or children subsequent to the execution of this Will shall not operate to revoke this Will. Except for discretionary distributions which may be made unequally among a group of persons and distributions pursuant to a valid exercise of a power of appointment, in making a distribution to the children of any person, the property to be distributed shall be divided into as many shares as there are living children of the person and deceased children of the person 111. r:::-. ~r tAJf71A1 LAST WILL AND TESTAMENT OF MARIE GRUlFF PAGE 8 who left children who are then living. Each living child shall take one share and the share of each deceased child shall be divided among his then-living descendants in the same manner. (D) Code. Unless otherwise stated, all references in my Will to section and chapter numbers are to those of the Internal Revenue Code of 1986, as amended, or the corresponding provisions of any subsequent federal tax laws applicable to rny estate. (E) Other terms. The use of any gender includes the other genders, and the use of either the singular or the plural includes the other. (F) Powers of Appointment are Exercised. By this Will I exercise any and all Powers of Appointment which I possess at the time of my death. IN WITNESS WHEREOF, I, MARIE GRUlFF, the Testatrix, have to this my Last Will and Testament, typewritten on nine (9) pages, including the Acknowledgment and Affidavit, set my hand and seal this ~ day of June, 2003. hr ~ )(~ MARIE GRUlFF Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who have hereunto subscribed our names at her request, as witnesses hereto, in the presence of the said Testatrix, and in the presence of each other. Each of us further declares that he or she believes the Testatrix to be of sound mind and memory. The preceding instrument consists of this and eight (8) other consecutively numbered typewritten pages including the Acknowledgment and Affidavit. , tE:'Cl D , ~ --r- ?/14~~ residing at;tJ} ('riM ;c S' b IAr') I (?4 ;Vt//. - ,? t 'f1 j;)F (1IAv! (print name) AKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND The Testatrix and the witnesses whose names are signed and subscribed to the attached or foregoing instrument, being first duly sworn and qualified according to law, do hereby acknowledge, depose and say to the undersigned authority, that the Testatrix signed and executed the instrument as her Last Will in the presence of the witnesses; that she signed it willingly or willingly directed another to sign it for her; that she executed it as her free and voluntary act for the purposes therein expressed; that each of the witnesses were present and saw the Testatrix sign and execute the instrument as her Last Will; that each subscribing witness in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of their knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~~ j} , Te~ G Witness On this, the Ib~ day of June, 2003, before me, a Notary Public, the undersigned officer, personally appeared SUSAN KAY CANDIELLO, known to me or satisfactorily proven to be a member of the bar of the highest court of Pennsylvania, Superior Court I.D. #64998, and certified that she was personally present when the foregoing acknowledgment and affidavit were signed by the Testatrix and witnesses. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~:xN.~tl 'g.,I~~ Notary Public ~ My Commission Expires:~ l{) ~f:xj5 Notarlal Seal Kimberly R. Hanford. Notary Public Machanics6uMy rg Bore, Cumberland County CommIsSIon Expires Apr. 4, 2005 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Marie Gruiff, deceased Date of Death: October 22, 2004 Will No. 2004-00818 PA No. No. 21-04-0992 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on November 3, 2004. (See copies attached). Name Address Frank M. Thurman Susan J. Thurman 2000 Clarendon Street, Camp Hill, P A 17011 318 B. North Second Street, Wonnleysburg, PA 17043 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: ~ '1 IDS inda A. Clotfelter, Esquire 021 E. Trindle Road, Suite 100 Mechanicsburg, P A 17050 (717) 796-1930 Counsel for Personal Representative ! C.) '1 --,:'1 I w \r IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY, PENNSYL VANIA In re Estate of Marie Gruiff, deceased, Late of Camp Hill Borough, Cumberland County No. 21-04-0992 TO: FRANK M. THURMAN 2000 CLARENDON STREET CAMP HILL, PA 17011 Please take notice of the death of decedent and the grant of letters to the personal representative named below. The Decedent, Marie Gruiff, died on the 22nd day of October, 2004, at Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representatives of the Decedent are: Frank M. Thurman Susan J. Thurman 2000 Clarendon Street 318 B. North Second Street Camp Hill, PA 17011 Wormleysburg, PA 17043 (717)737-7451 (717) 761-2442 If the Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania 17013, (717) 240-6345. If the Decedent died intestate, a Petition for the grant of Letters of Administration was filed with the Office of the Register of Wills of Cumberland County, Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania 17013, (717) 240.6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. Date: 'Ii lo~ Q inda A. Clotfelter, Esquire 5021 E. Trindle Road, Suite 100 Mechanicsburg, P A 17050 (717) 796-1930 Counsel for Personal Representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY, PENNSYLVANIA In re Estate of Marie Gruiff, deceased, Late of Camp Hill Borough, Cumberland County No. 21-04-0992 TO: SUSAN J. THURMAN 318 B NORTH SECOND STREET WORMLEYSBURG, PA 17043 Please take notice of the death of decedent and the grant of letters to the personal representative named below. The Decedent, Marie Gruiff, died on the 22nd day of October, 2004, at Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representatives of the Decedent are: Frank M. Thurman Susan J. Thurman 2000 Clarendon Street 318 B. North Second Street Camp Hill, PA 17011 Wormleysburg, PA 17043 (717) 737-7451 (717) 761-2442 If the Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania 17013, (717) 240-6345. If the Decedent died intestate, a Petition for the grant of Letters of Administration was filed with the Office of the Register of Wills of Cumberland County, Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania 17013, (717) 240-6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. Date: I h Ius nda A Clotfelter, Esquire 5 21 E. Trindle Road, Suite 100 echanicsburg, P A 17050 (717) 796-1930 Counsel for Personal Representative Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 phone: (717)240-6345 Date: 02/01/2005 CLOTFELTER LINDA A ESQ 3464 TRINDLE RD CAMP HILL, PA 17011 RE: Estate of GRUIFF MARIE File Number: 2004-00992 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 02/13/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~=~:~ Clerk of the Orphans' Court cc: File Personal Representative(s) Judge Cumberland County - Register of Wills One Courthouse Square Carlisle, FA 17013 Phone: (717)240-6345 Date: 02/01/2005 THURMAN FRANK M 2000 CLARENDON STREET CAMP HILL, PA 17011 RE: Estate of GRUIFF MARIE File Number: 2004-00992 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 02/13/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, G~~~ Clerk of the orp~~~; cc: File Counsel Judge Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 02/01/2005 THURMAN SUSAN J 318 B NORTH SECOND ST WORMLEYSBURG, PA 17043 RE: Estate of GRUIFF MARIE File Number: 2004-00992 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 02/13/2005 Your prompt attention to this matter will be appreciated. Thank You. z::e~~ GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court cc: File Counsel Judge LAW FIRM OF LINDA A. CLOTFELTER 5021 EAST TRINDLE ROAD, SUITE 100 MECHANICSBURG, PENNSYLVANIA 17050 telephone (717) 796.1930 facsimile (717) 796.1933 January 18, 2004 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: Estate of Marie Gruiff Estate File No. 2004-00992 (') ~-:;o ::CJ '-.-,' ',--:{C) "--..;'-'- CiJ '" "=--::::, Cc:;.! ~~;';'l ~~_: D r-'_I) C) C) :-0 , c) ~,; [: 7 , ;") :~ '::: N o Dear Representative: >...., - ., _ =:\~ c.~~ ',-' , --"J Please find enclosed a check in the amount of $50,000 from the~iii:1tte accb\mt .ai;q executed by Frank M. Thurman, Executor for an estimated payment of inheritance tax$ in tlle C:;-~ above-referenced Estate. Please process this check and have a receipt sent to the undersigned at your earliest convenience. Your time and consideration in this matter are truly appreciated. Very truly yours, LAC:cfw Enclosure )-- 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 CLOTFELTER LINDA A ESQ 3464 TRINDLE RD CAMP HILL, PA 17011 -------- fold ESTATE INFORMATION: SSN: 195.07.8171 FILE NUMBER: 2104-0992 DECEDENT NAME: GRUIFF MARIE DATE OF PAYMENT: 01/20/2005 POSTMARK DATE: 01/19/2005 COUNTY: CUMBERLAND DATE OF DEATH: 10/22/2004 NO. CD 004869 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $50,000.00 I I I I I I I I TOTAL AMOUNT PAID: $50,000.00 REMARKS: SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS :\'i:;,POSl 0,,1>- ."/,,,; ~9 ~"'~~-7r ~:;:~~~~M~ ,~" MAILED FROM ZIP CODE * * * LAW FIRM OF INDA A. CLOTFELTER )21 E. TRINDLE ROAD. SUITE 100 MECHANICSBURG. PA 17050 ':""-'\ ~\~O"~,~ y' )-_. j*:.;n.'! 'l-" /-"'-,.. ~. /::;.::.~". ',(,' Ii.' J;.,; ~ 'q 2005 PM SQGl '-i,~~'-it. tC';'\~J~ '"-,-1~J""V..J~ 1 ""~:\;ir'18 .J,I\'O ,'_,W"," [' " :') 02 7211 Register of Wills , , . , Cumberland County CourtJious~') One Courthouse Square Carlisle, P A 17013 .L' :l ': ~I'\ J -'....1 I :J' 6 02 4439 i 7C~ i 3+3323 0003 2510 7001 /. ~ 'I ,>; " . . i.,'. 11~ , .cJURN RECEIPT .....~\ REQUESTED . lr> I ..==::!.: ) ., = "'" Q.., ..~-~ , , (f'~ Q:' 1~",~S:'\ L --:>'> ....../0.., 1 ~#~ '-:;1'1 -...:-.- s: Ui@ v\-::: ~~ $a CSi:M wCX: a: \ IN THE COURT OF COMMON PLEAS OF CUMERLAND COUNTY, PENNA ORPHAN'S COURT DIVISION INRE: ESTATE OF MARIE GRUlFF NO. 21-04-0992 LATE OF CAMP HILL BOROUGH CUMBERLAND COUNTY, PA DISCLAIMER I, FRANK M. THURMAN, hereby certify that I am a named beneficiary under the Last Will and Testament of Marie Gruiff, deceased as on October 22, 2004, and Late of Camp Hill Borough, Cumberland County, said Last Will and Testament being filed to the above-captioned Docket Number, 21-04-0992. By my signature herein, I voluntarily and knowingly disclaim the following interest as a beneficiary of the Last Will and Testament of Marie Gruiff: Any interest that exceeds Twenty-Five (25%) Percent of the total probate estate assets that are to pass to the beneficiaries pursuant to the Last Will and Testament of Marie Gruiff. This disclaimer is intended to completely disclaim any interest in the Estate of Marie Gruiff, to the extent it exceeds the above-described property. Respectfully submitted, Sworn and subscribed before me >J --0 ~OJA ~15;g -ff/, ;n~p Frank M. Thurman, beneficiary t; z.g3 2000 Clarendon Street'5~;6 Camp Hill, PA 17011 (,2g-n '....' ':0 .. =--1 ":J / ..." ~ c:> c:J" t- c= r w .-n ;::':-1'""1 (-) ,1 ~3 rr'l C) Cl --T-' , ~"Tl '=j _ 'f,. ...., ('.') ". -i~l Date: 7 //~ t25 / -u :x <f? .r.- eo this /?. ~ h day of July, 2005. ~~h1.~ NO Y PUBLIC NOTARIAL SEAL Stephanie M. Rider. Notary Publlo Camp Hili Boro. Cumberland County My Commission Expires Oct. 31. 2006 v r-....-..-...---- ~~ I \ ~j"'.,", J , l.._,.__,-* ",1 ", 'I , ,- '~., ",~, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV1162 EX(11.96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT THURMAN FRANK M 2000 CLARENDON STREET CAMP HILL, PA 17011 __~n__ 1010 ESTATE INFORMATION: SSN: 195-07-8171 FILE NUMBER: 2104-0992 DECEDENT NAME: GRUIFF MARIE DATE OF PAYMENT: 07/19/2005 POSTMARK DATE: 07/19/2005 COUNTY: CUMBERLAND DATE OF DEATH: 10/22/2004 NO. CD 005591 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $4,889.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# NO NUMBER SEAL INITIALS: CCP RECEIVED BY: REGISTER OF WILLS ..... $4,889.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS - Register of Wills of Cumberland County INVENTORY Estate of MARIE GRUIFF , Deceased Estate No. 21-04-0992 Date of Death 10-22-2004 Social Security No. 195-07-8171 Also known as ,Personal Representative(s) of the above Estate, deceased, verify that the items appearing on the following inventory include all of the personal assets wherever situate and aU of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as ofthe date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memol1lndum at the end of this inventory (PEF ~ 3301). lfWe verifY that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa.C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Personal Representative: FRANK M. THURMAN 1.0. No.: 1 elephone: Address: 2000 CLAREDON STREET CAMP HILL, PA 17011 S;gn_~~ ~. Date: ? 2':5_----==- / Address: Description Value SEE ATTACHED $360,760.66 (J . cO :~-) , T"..) ('~.-:, c) t:.;" .."-;-, i c) C) -CJ '0 -,i'~9 \ (=-J , 'I .0 C) f"-n ;-:::: r'~ ~ :v ..-;.* a ...~ (Attach Additional Sheets if necessary) NOTE: The Memorandum ofreal estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Total $360,760.66 RW-4 --- Face Value Par Value Page 1 - Estate of Marie Groiff Estate Inventory Valued as of Date of Death Cash & Cash Equivalents Guarranty Bank - CD Account # 1264018878 Interest at Date of Death $ Guarranty Bank - CD Account # 1264018878 Members First Federal Credit Union CD Account # 242907-41 Interest at Date of Death Members First Federal Credit Union Sav Account # 242907-40 Members First Federal Credit Union CD Account # 242907-40 Interest at Date of Death PNC Bank Checking Account # 5004825117 PNC Bank Savings Account 5004383259 Interest at Date of Death Sovereigh (Waypoint) Bank CHK Account # 100674399 Interest at Date of Death Sovereign (Waypoint) Bank CHK Account # 100559145 Interest at Date of Death Sovereign (Waypoint) Bank CDs Account 9600023432 Incerest at Date of Death Total Cash & Cash Equivalents Bonds, Debentures & T-Bills (1) 31,738.94 97.98 0.00 15,136.90 32.14 25.00 30,455.39 51.87 25.00 40,119.74 21.97 9,572.92 18.48 12,493.12 3.35 50,565.12 56.65 $ 190,414.57 Estate Inventory Par Value Bonds, Debentures & T-Bills 30,000 UNITED STATES SVG BD SER EE OTC $ 15,000.00 Interest at Date of Death 15,492.00 30,000 UNITED STATES SVG BD SER EE OTC 15,000.00 Interest at Date of Death 28,020.00 30,000 UNITED STATES SVG ED SER EE OTC 15,000.00 Interest at Date of Death 19,344.00 30,000 UNITED STATES SVG BD SER EE OTC 15,000.00 Interest at Date of Death 14,604.00 30,000 UNITED STATES SVG BD SER I Date of death value per attached report 30,000.00 Interest at Date of Death 1,116.00 Total Bonds, Debentures & T-Bills $ 168,576,00 Miscellaneous Elue Cross Blue Shield $ 340.16 Blue Cross Blue Shield 25.95 US Office of Personnel Management Lump sum death benefit 1,403.98 Total Miscellaneous 1,770.09 Total Inventory $ 360,760.66 Page 2 (2) - REV-1500 EX (6-00) ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 OFFK:W. USE ONLY I- Z W Q W CJ w Q DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Gruiff Marie DAlE OF DEATH (MM-DD-YEAR) DAlE OF BIRTH (MM-DD-YEAR) 10/22/2004 12/23/1917 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ~L COUN1Y CODE -9L 0992 ___ YEAR NUMBER SOCIAL SECURITY NUMBER 195-07-8171 - -- -.. en I'" MIJPLICATE WITH THE Original Return o 2. Supplemental Return o 4a. Future Interest Compromise (date of death aftE o 7. Decedent Maintained a Living Trust {Attach cOf o 10, Spousal Poverty Credit (dllle of death between 12 ij6S.00 9f LLS W f- l<: :$", (,)a:l<: w"-(,) :rOO (,)a:..J "-lQ "- 0( 00, 04. 006 Limited Estate ieath prior to 12-13-82) Decedent Died Testate (Attach copy Of Will) o 9. litigation Proceeds Received ~equlred osit Boxes f- Z w o z o "- II> W a: a: o u THIS SE:CTION MUST BE COMPLETED. ALLCORRESPONOENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIK!:... J '''.I TO: NAME COMPLElE MAILING ADDRESS oner , CPA 5006 E Trindle Road C.9113(A)(AtltlchSChO) Wa oner Fruti er & Daub lELEPHONE NUMBER Mechanicsburg, PA 17050 717-506-1222 1. Real Estate (Schedule A) 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (4) ,~, '-:l (1) '-:=~ :~e:fL USE ONt:t;~ '=~p r~ "--i-n ':!:.1 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation. Partnership or SOle-Proprietorship (3) z o i= :3 ~ I- 0: <( CJ w It (5) ~~] ~:~ c:: =:;:; --j u 6. Jointly Owned Property (Schedule F) (6) D Separate Bilfing Requested 7. tnter.Vivos Transfers & Miscellaneous Non.Probate Property (7) (Schedule G or L) o ..;:- 31 , 116 S. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) (6) 391,876 10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) (10) 7,151 1,255 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for Vv'hich an election to tax has not been made (Schedule J) (11) (12) (13) 14. Net Value SUbJectto Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 383,470 15, Amount of line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) z o i= ~ => "- :;; o (,) )( <[ f- o o X.O L(15) X.O ~(16) o o o 16. Amount of line 14 taxable at lineal rate 17, Amount of Line 14 taxable at sibling rate o 383,471 x .12 (17) 1 B. Amount of line 14 taxable at collateral rate 19. Tax Due x .15 (18) 20. D (1B) 57,521 57,521 3W46451.000 >> BE SURE TO A~SWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH << - Decedent's Complete Address: STREET ADDRESS 2000 Clarendon St Cumberland CllY I STATE I ZIP , Camp Hill PA 17011- Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 57,521 o 50,000 2,632 3. InteresUPenalty if applicable D. Interest E. Penalty Total Credits (A + 8 + C) (2) 52 , 632 o o Total InteresUPenalty (0 + E) (3) o 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) o 5. If Line 1 + line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 4,889 A. Enter the interest on the tax due. (SA) o 8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) Make Check Pa able to: REGISTER OF WILLS, AGENT 4,889 PLEASE ANSWER THE FOllOWING QUESTIONS 8Y PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred;. . . . . . . . . . , . . . . 0 b. retain the right to designate'who shall use the property transferred or its income; . 0 c. retain a reversionary interest; or . . . . , . . . . . . . . . . , . . . . . . . . 0 d. receive the promise for Iffe of either payments. benefits or care? . . . . . . . . . 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . , . . . . . . . . . . .. 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? IKJ 4. Did decedent own an Individual Retirement Account. annuity. or other non-probate property which contains a beneficiary designation? . . . . . . . . . . , . . . . . . . . . . . . . , . . . . . ., 0 ~ 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 perjury. I declare that I have examined thl. retum. including accompanying schadul.s and statements, and to the best 0' my knowledge and b.lief, it is true, co~eet and complete. DeClaration of preparer other than the personal representative is based on all information of Which preparer has any knowledge No og og og Oil I:Ja o SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ~ Frank M. Thurman ~...-MI2./ -:?l7. 'A?f~ ADDRESS 2000 Claredon Street SIGNATURE OF PREPARER Oll-lER THAN REPRESENTATIVE Onerr CPA DATE ~:j{5 17011 Timoth ADDRESS 5006 E Trindle Road 17050 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. !j9916 (a) (1.1) (I)J. For dates of death on or after January 1. 1995. the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. !j9l16 (a) (1.1) (ii)] The stalute does not exempt a transfer to a surviving Spouse from tax, and the statutory requirements for disclosure of essets and filing a tax retum are stili applicable even II the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: The tex 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. !j91 t 6(a)(I.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. !j9116(1.2) [72 P.S. !j9t 16(a)(I)]. The tax rale imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. !j9t 16(a)(1.3)]. A sibling is defined. under Section 9102, as an individual who has at feast one parent in common wlth the decedent, whether by blood or adoption. 3W46461,OOO - lAST WILL AND TESTAMENT OF MARIE GRUlFF I, MARIE GRUIFF, now of Manor Care, 1700 Market Street, Camp Hill, Cumberland County, Pennsylvania 17011, do publish and declare this to be my Last Will and Testament, hereby revoking all other prior wills and codicils made by me. FIRST: Familv Back2round and Appointment of Executor. (A) Familv and Back2round Information. I am a single woman, having never been married, I have no chIldren. Throughout this Will, FRANK M. THURMAN shall be referred to as my "brother-in-law" and SUSAN J. THURMAN shall be referred to as "my niece", (B) Appointment of Executor. I appoint as my Co-Executor and Co-Executrix (all hereinafter referred to as Executor or Executor(s) under this Will), the following named persons or corporations to serve without bond and without being required to account to any Co'urt: Co-Executor and Co-Executrix: My brother-in-law, FRANK M. THURMAN and my niece, SUSAN J. THURMAN, to act jointly and individually. SECOND: Funeral and Last Illness Expenses: Taxes. (A) Illness. I direct my Executor to pay my funeral expenses and the expenses of my last illness from my estate. (B) Taxes. I direct my Executor to pay any and all estate, inheritance, succession, legacy, transfer and other death taxes or duties, by whatever name called, including any and all interest and penalties thereon, imposed under the laws of any jurisdiction by reason of my death upon or with respect to any and all property included in my gross estate for the purpose of such taxes, whether such property passes under or outside of this Will. Without any apportionment otherwise required by law and without being prorated or apportioned among or charged against the respective devises, legatees, beneficiaries, transferees, or other recipients of any such property or charged against any property passing or which may have passed to any of them, I direct that any taxes so paid shall be charged against my residuary estate. My Executor shall not be entitled to reimbursement for any portion of any such taxes from any such person. THIRD: Taneible Personal Propertt. Except for those items excluded below and those items enumerated in the Letter'of Instruction, I bequeath all my tangible personal property, M.a- , ~C- !J(ZJ - LAST WILL AND TESTAMENT OF MARIE GRUlFF PAGE 2 including but not limited to clothing, jewelry, heirlooms, furniture, household furnishings, personal effects, and all other similar articles, which I own, and the insurance thereon, to be equally divided between my brother-in-law, FRANK M. THURMAN, and my niece, SUSAN J. THURMAN. . Tangible personal property shall not include: (1) any and all property used by me in any business, (2) cash on hand or on deposit in banks, (3) stock or securities, (4) any type of evidence of indebtedness, and (5) any life, health or accident insurance policies. If my either my brother-in-law or my niece do not survive me, I leave such tangible personal property to the survivor of them. If neither my brother-in-law nor my niece survive me, , I leave such tangible personal property to their then living issue, as they should request. If there is any disagreement as to distribution, I direct my Executor to make such distribution. The decision of my Executor shall be final and binding. Any items not selected or any items which my Executor considers. unsuitable for a minor child shall be sold in the sole discretion of my Executor and, if sold, the net proceeds therefrom shall be added to the residue of my estate, Any such article allocated to a minor may, as my Executor deems advisable, either be delivered to the minor or to any person to safeguard on behalf of the minor. Notwithstanding any other provisions in this Article THIRD, I may leave a separate, dated and unsigned Letter of Instruction, which I shall place with my Will, containing directions as to the ultimate disposition of certain of the properly bequeathed under this Article 1HIRD, and such Letter of Instruction shall determine the distribution of such items. FOURTH: Residuary Estate. I devise and bequeath all of the rest, residue and remainder of my estate, real, personal and mixed, of whatever nature and wherever situated to which I am legally or equitably entitled, to be divided equally between my brother-in-law, FRANK M. THURMAN, and my niece, SUSAN J. THURMAN. Should either my brother-in- law or my niece predecease me, I direct that individual's share of my estate to go to the survivor of them. Should both my brother-in-law and my niece predecease me, I direct my entire residuary estate go to SUSAN J. THURMAN'S then living children, Should my niece, SUSAN J. THURMAN, die without issue, I direct my entire estate shall go to my nephew, FRANK D. THURMAN. FIFTH: Powers of Executor. In addition to the powers and duties as may have been granted elsewhere in this Will, but subject to any limitations stated elsewhere in this Will, the 1v1. G-- < ~~t:_C ?-/rz.J - LAST WILL AND TESTAMENT OF MARIE GRUlFF PAGE 3 Executor shall have and exercise exclusive management and control of the Estate and shall be vested with the following specific powers and discretion, in addition to the powers as may be generally conferred from time to time upon the Executor by law: (A) In the management, care and disposition of the Estate, the Executor shall have the power to do all things and to execute such instruments, deeds, or other documents as may be deemed necessary or proper, including the following powers, all of which may be exercised without order of or report to any Court: " (1) To sell, exchange or otherwise dispose of any property at any time held or acquired hereunder, at public or private sale, for cash or on terms, without advertisement, including the right to lease for any term notwithstanding the period of the Estate, and to grant options, including any option for a period beyond the duration of the Estate. (2) To invest all monies in such stocks, bonds, securities, mortgages, notes, choses in action, real estate or improvements thereon, and any other property as the Executor may deem best, without regard to any law now or hereafter enforced limiting investments of fiduciaries or issued by a parent or affiliate company of such Executor. (3) To retain for investment any property deposited with the Executor hereunder. (4) To vote in person or by proxy any corporate stock or other security and to agree to or take any other action in regard to any reorganization, merger, consolidation, liquidation, bankruptcy or other procedure or proceedings affecting any stock, bond, note or other security. (5) To use attorneys, real estate brokers, accountants and other agents, if such employment is deemed necessary or desirable, and to pay reasonable compensation for their services. (6) To compromise, settle or adjust any claim or demand by or against the Estate and to agree to any rescission or modification of any contract or agreement affecting the Estate. (7) To renew any indebtedness, as well as to borrow money, and to secure the same by mortgaging, pledging or conveying any property of the Estate. /1-1 . @-- ~Q:C tJJW lAST WILL AND TESTAMENT ill: MARIE GRUlFF PAGE 4 (8) To retain and carryon any business in which the Estate may acquire an interest, to acquire additional interest in any such business, to agree to the liquidation in kind of any Corporation in which the Estate may have an interest and to carryon the business thereof, to join with other owners in adopting any fonn of management for any business or property in which the Estate may have an interest, to become or remain a partner, general or limited, in regard to any such business or property and to hold the stock or other securities as an investment, and to employ agents and confer on them authority to manage and operate the business, property or corporation, without liability for the acts of such agent or for any loss, liability or indebtedness of such business if the management is selected or retained with reasonable care. (9) To register any stock, bond or other security in the name of a nominee, without the addition of words indicating that such security is held in a fiduciary capacity, but accurate records shall be maintained showing that such security is a Estate asset and the Executor shall be responsible for the acts of such nominee. (B) Whenever the Executors are directed to distribute any Estate assets in fee simple to a person who is then under twenty-one (21) years of age, the Executor shall be authorized to hold such property in Trust for such person until he/she becomes twenty-one (21) years of age, and in the meantime shall use such part of the income and the principal of the Estate as the Executor may deem necessary to provide for the proper support and education of such person. If such person should die before becoming twenty-one (21) years of age, the property then remaining in trust shall be distributed to the personal representative of such person's estate. (C) In making distributions from the Estate to or for the benefit of any minor or other person under a legal disability, the Executor need not require the appointment of a guardian, but shall be authorized to payor deliver the same to the custodian of such person, to payor deliver the same to such person without the intervention of a guardian, to payor deliver the same to a legal guardian of such person if one has already been appointed, or to use the same for the benefit of such person. (D) In the disbursement of the Estate and any division into separate trusts or shares, the Executor shall be authorized to make the distribution and division in money or in kind, or both, regardless of the basis for income tax purposes of any property distributed or divided in kind, and the distribution and division made and the values established by the Executor shall be Yl1 ' Go--. ~~c - t-/vuJ lAST WILL AND TESTAMENT OF MARIE GRUIFF PAGE 5 binding and conclusive on all persons taking hereunder. The Executor may in making such distribution or division allot undivided interests in the same property to several trusts or shares. (E) The Executor shall be authorized to lend or borrow, including the right to lend to or borrow from any trusts which I or my Spouse may have established during life or by will at an adequate rate of interest and with adequate security, and upon such terms and conditions as the Executor shall deem fair and equitable. (F) The Executor shall be authorized to sell or purchase at the fair market value as determined by the Executor, any property to or from any trust created by me or my spouse during life or by Will, even though the same person or corporation may be acting as Executor of my estate or as Trustee of any of my other trusts. (G) The Executor shall have discretion to determine whether items should be charged or credited to income or principal or allocated between income and principal as the Executor may deem equitable and fair under all the circumstances, including the power to amortize or fail to amortize any part or all of any premium or discount, to treat any part or all of the profit resulting from the maturity or sale of any asset, whether purchased at a premium or at a discount, as income or principal or apportion the same between income and principal, to apportion the sales price of any asset between income and principal, to treat any dividend or other distribution of any investment as income or principal, or apportion the same between income and principal, to charge any expense against income or principal or apportion the same, and to provide or fail to provide a reasonable reserve against depreciation or obsolescence on any assets subject to depreciation or obsolescence, all as the Executor may reasonably deem equitable and just under all the circumstances. If the Executor does not exercise the above discretionary power, the cash or accrual allocation shall be in accordance with Chapter 81 of Title 20 of the Pennsylvania Consolidated Statutes, or the corresponding provisions of subsequent state law. (II) If at any time the total fair market value of the assets of any trust established or to be established hereunder is so small that the corporate Trustee's annual fee for administering the trust would be the minimum annual fee set forth in the Trustee's regularly published fee schedule then, in effect, the Trustee in its discretion shall be authorized to terminate such trust or to decide not to establish such trust, and in such event the property then held in or to be distributed to such trust shall be distributed to the persons who are then or would be entitled to the income of such trust. If the amount of income to be received by such persons is to be determined in the discretion of the Trustee, then the Trustee shall distribute the property among such of the persons PI? c;...._ ~c !v7W LAST WILL AND TESTAMENT OF MARIE GRUIFF PAGE 6 to whom the Trustee is authorized to distribute income, and in such proportions, as the Trustee in its discretion shall determine. (I) Except as otherwise provided in this Will, when the authority and power under this Will is vested in two (2) or more Executors or Trustees, the authority and powers are to be held jointly by the Executors or Trustees, respectively. A majority of the Executors or Trustees may exercise any authority or power granted under this Will or granted by law, and may act under this Will.' Any ;ltternpt by one such Executor or Trustee to act under this Will on other than ministerial acts shall be void. The action of one such Executor or Trustee under this Will may be validated by a subsequent ratification of the act by a majority of the Executors or Trustees. SIXTH: Ril!hts and Liabilities of Executor. (A) No bond or other security shall be required of any Executor. . (B) This instrument always shall be construed in favor of the validity of any act or omission by any Executor, and any Executor shall not be liable for any act or omission except in the case of gross negligence, bad faith or fraud. Specifically, in assessing the propriety of any investment, the overall performance of the entire Estate shall be taken into account. (C) Each Executor shall be entitled to receive reasonable compensation for services actually rendered to my estate, in an amount the Executor normally and customarily charges for performing similar services during the time which he/she performs the services. SEVENTH: Spendthrift Provision. No beneficiary shall have the power to anticipate, encumber or transfer his or her interest in the estate in any manner other than by the valid exercise of a power of appointment. No part of the estate shall be liable for or charged with any debts, contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any creditor of a beneficiary. EIGHTH: Tax Elections. (A) In determining the estate, inheritance and income tax liability relating to my Estate, the Executor's decision as to all available tax elections shall be conclusive on all concerned. If the Executor joins with my spouse in filing income tax returns, or consenting for In. 4-. c:-G-C Cd 12U - LAST WILL AND TESTAMENT ill: MARIE GRUlFF PAGE 7 gift tax purposes to having gifts made by either of us during my life considered as having been made one-half by each of us, any resulting liability shall be borne by my Estate and my spouse in such proportions as they may agree. In accordance with IRC Section 2632(a) and without regard to whether a Federal estate tax return is actually filed, my Executor shall allocate so much of the Federal Generation Skipping Transfer (GS1) exemption amount as will fully exempt any generation skipping transfer which may occur under this Will. The Executors may, in their discretion, determine the date as of which my gross estate shall be valued for the purpose of determining the applicable tax payable by reason of my death. (B) The Executors may, in their discretion, decide whether all or any part of certain deductions shall be taken as income tax deductions (even though they may equal or exceed the taxable income of my estate and whether or not claimed or of benefit on my estate's income tax return) or as estate tax deductions when a choice is available; and in the event that all or any part of such deductions are taken as income tax deductions, no adjustment of income and principal accounts in my estate shal! be made as a result of such decisions. NINTH: Definitions and General Provisions. (A) Survival. Any beneficiary who dies within sixty (60) days after my death shall be considered not to have survived me, (B) Captions. The captions set forth in this Will at the beginning of the various articles hereof are for convenience of reference only and shall not be deemed to define or limit the provisions hereof or to affect in any way their construction and application. (C) Children. As used in this Will, the words "child" and "children" shall include persons who are legally adopted and the issue of said persons, whether born in or out of wedlock, so long as any person born out of wedlock is acknowledged in a written instrument executed by the one of their natural parents who is a descendant of mine to be the child of said descendant. The word "issue" shall include descendants of all generations including adopted persons. A posthumous child shall be considered as living at the death of his parent. The birth to me or the adoption by me of a child or children subsequent to the execution of this Will shall not operate to revoke this Will. Except for discretionary distributions which may be made unequally among a group of persons and distributions pursuant to a valid exercise of a power of appointment, in making a distribution to the children of any person, the property to be distributed shall be divided into as many shares as there are living children of the person and deceased children of the person 171 . f--. ~('- fA JrJlJ LAST WILL AND TESTAMENT ill: MARIE GRUlFF PAGE 8 who left children who are then living, Each living child shall take one share and the share of each deceased child shall be divided among his then-living descendants in the same manner. (D) Code. Unless otherwise stated, all references in my Will to section and chapter numbers are to those of the Internal Revenue Code of 1986, as amended, or the corresponding provisions of any subsequent federal tax laws applicable to my estate. (E) Other terms. The use of any gender includes the other genders, and the use of either the singular or the plural includes the other. (F) Powers of Appointment are Exercised. By this Will I exercise any and all Powers of Appointment which I possess at the time of my death. IN WITNESS WHEREOF, I, MARIE GRUlFF, the Testatrix, have to this my Last. Will and Testament, typewritten on nine (9) pages, including the Acknowledgment and Affidavit, set my hand and seal this ---L.L day of June, 2003. ~ ~ .Jf/U.....' {f? MARIE GRUlFF ~ t Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who have hereunto subscribed our names at her request, as witnesses hereto, in the presence of the said Testatrix, and in the presence of each other. Each of us further declares that he or she believes the Testatrix to be of sound mind and memory. The preceding instrument consists of this and eight (8) other consecutively numbered typewritten pages including the Acknowledgment and Affidavit. "- ~ r ?/4-b~ residing at ;f/) f7r lA-n ;c >' b U'J I f4 tV//!- ./ j;J;/ /,>~ IA. (print name) - AKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERlAND SS: The Testatrix and the witnesses whose names are signed and subscribed to the attached or foregoing instrument, being first duly sworn and qualified according to law, do hereby acknowledge, depose and say to the undersigned authority, that the Testatrix signed and executed the instrument as her Last Will in the presence of the witnesses; that she signed it willingly or willingly directed another to sign it for her; that she executed it as her free and voluntary act for the purposes therein expressed; that each of the witnesses were present and saw the Testatrix sign and execute the i~strument as her Last Will; that each subscribing witness in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of their knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. On this, the Ib~ day of June, 2003, before me, a Notary Public, the undersigned officer, personally appeared SUSAN KAY CANDIELLO, known to me or satisfactorily proven to be a member of the bar of the highest court of Pennsylvania, Superior Court I.D. #64998, and certified that she was personally present when the foregoing acknowledgment and affidavit were signed by the Testatrix and witnesses. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~);n\~\.t" P-'~~)l~ Notary Public b My Commission Expires:~ l{)~m5 Notarial Seal u~~~rty R- Hanford, Notary Public '.~My-""""'" rg Bora, Cumberland Counl'l Commission Expires Apr. 4, 2005 - IN THE COURT OF COMMON PLEAS OF CUMERLAND COUNTY, PENNA ORPI-L\.N'S COURT DIVISION INRE: ESTATE OF MARIE GRUIFF NO. 21.04-0992 LATE OF CAl'vIP H1LL BOROUGH CUMBERLAND CO UNTY, PA DISCLAIMER T, FRANK M. THURMAN, hereby certify lhal I am a named beneficiary under the Last Will and Testament of Marie Gruiff, deceased as on October 22, 2lJ(J4, and Late of Camp Hill Borough, Cumberland County, said Last Will and Testamenl being filed to the above-captioned Docket Number, 21-04-0992. By my signature herein, I voluntarily and knowingly disclaim the following interest as a beneficiary of the Lasl Will and Testament of Marie Gruiff: An interest that exceeds Twentv-Five 25% Percent of the tala! robate estale assets that are to pass to the beneficiaries pursuant to the LaSI Will and Testament of Marie Gruiff. This disclaimer is intended 10 completely disclaim any in1erest in the Estate of Marie Gruiff, to the extent it exceeds the above-described property. Respectfully submitted, Date: , . ~ II /0 /' - r- .~/ ,f, ,/_./ l~~ o -=0 J~(:-"d:', .;;;~ .;;t~~~,,<:~~,-.. '~i~ Frank M. Thurman, heneficiary -i3~~~ 2000 Clarendon Street .--,q-.-, ,-,{ Camp Hill, P A 1701 J ,- ~ nl'J :;.._.. r--> = C'~ en c- c:: .- / / w ~ w Sworn and subscribed before me co this ; ,...... day of July, 2005. r.')' l.1 -,. I ' __" . ',,<. t/-..,:' J <~ /"i- ,-, NOTAR Y PUBLIC ./- , of.' . '/.::C! /_ -. . NOTARIAL SEAL Stephanie M. Rider, Notary Public Camp Hill Bora, Cumberland County My Commission Expites Oct. 31, 2005 - - -:rJ -I') r"l I '~lr~~ ;:) \_- ~':.;) ~~31 ",~-:'-:I ;--1 (-'"":) '-,:; .'-:'-1 _: :-.;.""J '-. C J ~':: ;\'1 ,-") --::., - REV-1503 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE 8 STOCKS & BONDS FILE NUMBER Marie Gruiff ITEM NUMBER DESCRIPTION 1.30,000 Par UNITED STATES SVG BD SER EE OTC CUSIP: 912540GKl Interest accrued to 10/22/2004 All property jointly-owned with right of survivorship must be disclosed on Schedule F. 21 04 0992 VALUE AT DATE OF DEATH 2 30,000 Par UNITED STATES SVG BD SER EE OTC CUSIP: 912540DE8 Interest accrued to 10/22/2004 15,000 15,492 3 30,000 Par UNITED STATES SVG BD SER EE OTC CUSIP: 912540EW7 Interest accrued to 10/22/2004 15,000 28,020 4 30,000 Par UNITED STATES SVG BD SER EE OTC CUSIP: 912540GN5 Interest accrued to 10/22/2004 15,000 19,344 5 30,000 Par UNITED STATES SVG BD SER I Date of death value per attached report Interest accrued to 10/22/2004 15,000 14,604 30,000 1,116 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 168,576 3W46961.000 - Date Df Death: 10/22/2004 Valuation Date: 10/22/2004 Processing Date: 06/06/2005 Estate Valuation Shares or Par Security Description Estate Df: Marie Gruiff RepDrt Type: Date Df Death Number of Securities: 4 Flle 10: Gruiff M High/Ask LDw/aid Mean and/or Div and lot Security Adjustments Accruals Value 1 ) 30000 UNITED STATES SVG SO SER EE (912540DE8) aTC DTD: 05/01/1986 10/22/2004 143.40000 A/a 2) 30000 UNITED STATES SVG SO SER EE (912540EW7j aTC DTD: 09/01/1989 10/22/2004 143.400000 43,020.00 114.48000 A/a 3 ) 30000 UNITED STATES SVG SO SER EE (912540GK1) aTC DTD: 10/01/1992 10/22/2004 114.480000 34,344. 00 101. 64000 A/S 4) 30000 UNITED STATES SVG SO SER EE 1912540GN5) aTC DTD: 01/01/1993 1CJ/22/2004 101.640000 30,492.00 98.68000 A/S 98.680000 29,604.00 Total Value Total Accrual TDtal $137,460.00 $0.00 $137,460.00 This repDrt was prDduced with EstateVal, a product of Estate ValuatiDns & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4) Page 1 Savings Bond Calculator Value As Of 1 0/2004 Bond Info Series f Bonds Results # Bonds 3 Serial Number Issue Date 0018015891 06/2003 0018015581 06/2003 0018015871 06/2003 le end Page 1 of 1 ~~"'ff'n"1l ~:,Qtlffi, , fiWP'ifale~~ Denomination Serial Number $ 10,000 " ----,----~_._.. ...----------- Total Price $30,000.00 Total Interest $1,116.00 Total Value $31,116.00 Issue Interest Series Denom Price Interest Value Rate I $10,000 $10,000.00 $372.00 $10,372.00 3.49% I 10,000 10,000.00 372.00 10,372.00 3.49% I 10,000 10,000.00 372.00 10,372.00 3.49% Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty MA Matured and Not Earning Interest Please rate this service. Issue Date YTD Inl $768. Next Final Accrual Maturit; 1 I/2004 06/203: I I/2004 06/203: 1 I/2004 06/203: (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator o o r\ '-.I http://WWWs.publicdebt.treas.govIBC/SBCPrice 7/13/2005 o Submit Survey J I Reset ) - . REV.1S09 EX + (5-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Marie Gruiff ITEM NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jOlnUy-owned with the right of survlvon;hlp must be dlsclosad on Schedule F. FILE NUMBER 21 04 0992 DESCRIPTION VALUE AT DATE OF DEATH 1 Blue Cross Blue Shield 2 Blue Cross Blue Shield 340 3 26 Guarranty Bank - CD Account # 1264018878 4 Guarranty Bank - CD Account # 1264018878 Interest accrued to 10/22/2004 31,739 5 Members First Federal Credit Union o 98 CD Account # 242907-41 Interest accrued to 10/22/2004 15,137 32 6 Members First Federal Credit Union Sav Account # 242907-40 7 Members First Federal Credit Union 25 CD Account # 242907-40 Interest accrued to 10/22/2004 30,455 52 8 PNC Bank Checking Account # 5004825117 9 PNC Bank Savings Account 5004383259 Interest accrued to 10/22/2004 25 10 Sovereigh (Waypoint) Bank CHK Account # 100674399 Interest accrued to 10/22/2004 40,120 22 11 Sovereign (Waypoint) Bank CHK Account # 100559145 Interest accrued to 10/22/2004 9,573 18 12 Sovereign (Waypoint) Bank CDs Account 9600023432 Interest accrued to 10/22/2004 12,493 3 50,565 57 3W46AD 1.000 TOTAL (Also enter on line 5. RecapitUlation) $ (If more space is needed, insert additional sheets of the same size) 192,184 - II) o o '" ..;. - ..c <.I '- '" ~ ~ "0 OJ '" '" OJ '-' OJ ~ ...: '- .S '- '" OJ .C '" ~ '- <:> OJ .E '" f;I;l '=' ,. - - ~ ~ ~..... ;,=,000 ~,.r--r-- .o~~::;: = It< '" f'I") e;ocv ; ~ ~ N =0=.... "'~-<t~ - ..". o "O~ OJ", ::l__ ,-C '-' - '-',- < <:> "0 ~ "; -- g.~ ~ ~ -= .... ""- 000000 0\0000 r-:ciocici ~EA-b0&7&S- , ..... <:> "'..". "'0 .. -- OJ'" <.I'" =;:, "'.... " ~ ,. 0; 000000 f"'") 0 0 0 ~ r--_oooo ..........tf't~&<7EF::l M "" OJ) .:: >, i';i -= ::l <:> <.I '-' < i::: '2 CJ .~ ... '" ~ OJ c.. >. <-< C ::l <:> '-' '-' < o u c ~ ::l..c <:> S ti '" <z 00 r-- DO 00 .... o ,. \0 "" .... . - '" ..c <-< - '" OJ "0 '0 OJ 0; "0 5 bl, '" <:> B "0 OJ '" '- '-' '-' '" - '" OJ ... .~ OJ "0 '" <1 .5 -0 c '" OJ <:> "0 OJ '-' C '" " ~ .. ,.:, ~ '" ... '" c.. OJ '" c ~ c ..c '" .~ - :; <:> S '" ..:.:: = ~ ~ ;;.-, .... = ~ .... ~ ::I (.) ..... = ~ .u <l,l c.. r:/1 = 0",," "'0 =r- -=- o I ~":I" ~'" -=""" '" ..-, ....N .:0:- ~~ <l,l .. 5 ;;.-,~ ~z <l,l ::I = Q. <l,l 'ii ~ REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Estate of: MARIE GRUIFF Date of Death: 10/22/2004 Social Security Number: 195-07-8171 fv1~ MEMBERS 1st FEDERAL CREDIT UNION 242907 -00 03/29/2004 $25.00 $.00 $25.00 None 242907 -40 03/29/2004 $30,455.39 $51.87 $30,507.26 / None 242907 -41 07/29/2004 $15,136.90 $32.14 $15,169.04 nONE ;nB~.R S /:.1::J~~ERAL CREDIT UNION tt'/':q;!( ?/ ?{:;1.. .~( ? enise A. Wolfe /- Insurance Services Supervisor March 18, 2005 5000 Louise Drive. PO. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . \vww.members1st.org - 'H~~lJ-,;;:'l:n:j~) 1"/:..:sl:::l f-'J,('l:JHNf\ 412 '(btJ .j4~8 f-'. Ul/l::Jl ~ PNCBAN< March 16,2005 Linda A Clotfelter Attorney at Law 5021 E Toodle Rd Suite 100 Mechanicsburg, P A 1'7050 /scp RE: Estate of Marie Gruiff(Deceased) SSN: 195-07-8171 000: 10-22-2004 Dear Ms. Clotfelter: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account #5004825117 Established 08-13-2004 MARIE GRUIFF DOD balance: $25.00 + $0.00 accrued interest Savings Account Account #5004383259 Established 08-13-2004 MARIE GRUlFF DOD balance: $40,119.74 + $21.97 accrued interest Please note that this office only provides date of death balances for deposit accounts (lRAs, CDs, Checking and Savings accounts). We do Dot process any financial 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, ~~2.~ Erica L Schlegel [-800-762-1775 P7-PFSC-04-F 500 fim Ave. I'1ttsbutgh PA 15219 Member FDIC TOTAL P.Ol - Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Marie Gruiff 195-07-8171 October 22, 2004 Account #: 100559145 Type: In the name of: Marie Gruiff Date of Death Balance: Int.(YTD) from 1/1/2004 to Accrued interest to date of death: Other Info: closed 12/1/04 Checking Open date: $12,493.12 10/17/2004 $3.35 $123.41 Account #: 100674399 Type: In the name of: Marie Gruiff Date of Death Balance: Int.(YTD) from 1/1/2004 to Accrued interest to date of death: Other Info: closed 12/1/04 Checking Open date: $9,572.92 9/30/2004 $18.48 / $1,101.48 Account #: 9600023432 Type: In the name of: Marie Gruiff Date of Death Balance: Int.(YTD) from 1/1/2004 to Accrued interest to date of death: Other Info: closed 12/1/04 CD Open date: $50,565.12 9/30/2004 $56.65 $565.12 Page 1 of 1 - REV.1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marie Gruiff SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV.15DD COVER SHEET is yes. FILE NUMBER 21 04 0992 DESCRIPTION OF PROPERlY ITEM lJ\tllDE Tl-E NoWE OF1lf: TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AI>IJ DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBEF 1lf: DATE OF TRAASFER. ATTACHACQpy OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST (IF APPUCABLE\ VALUE 1. 30,000 Par UNITED STATES SVG BD SER I Date of death value per attached report 31,116 100.0000 0 31,116 Titled "transfer on death to Susan J Thurman" TOTAL (Also enter on line 7, Recapitulation) $ 31,116 3W46AF 1.000 (If more space is needed, insert additional sheets of the same size) - - Savings Bond Calculator Page 1 of 1 Value As Of Bond Info /m!flii.:I"'i1r~~ .. .~ ,.. .~~AI!~......h" Savinc 10/2004 I;!lU.~'ilile1. P . Series I Bonds Denomination Results Serial Number Issue Date -----.... -----....--------------- ------..'"--.---.-- # Bonds Total Price Total Interest Total Value YTD Inl 3 $30,000.00 $1,116.00 $31,116.00 $768. Serial Issue Issue Interest Next Final Number Date Series Denom Price Interest Value Rate Accrual Maturit: 0018015921 06/2003 I $10,000 $10,000.00 $372.00 $10,372.00 3.49% 11/2004 06/203: 0018015911 06/2003 I 10,000 10,000,00 372.00 10,372.00 3.49% 11/2004 06/203: 0018015901 06/2003 I 10,000 10,000,00 372.00 10,372.00 3.49% 11/2004 06/203: Le end Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty MA Matured and Not Earning Interest Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator 0 0 0 0 [ Subm.it Survey J l Reset 1 http;//WWwS.Publicdebt.treas.gov/BC/SBCPrice 7/13/2005 - REV-1511 EX. (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marie Gruiff SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Debts of decedent must be reported on Schedule I. FILE NUMBER 21 04 0992 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1, None B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative(s) - - Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 2,519 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 4,000 6. Tax Return Preparer's Fees 7. 1 Frank Thurman Bank charges 25 Total from continuation schedules 607 TOTAL (Also enter on line 9. Recapitulation) $ 7-,151 3W46AG 1.000 (If more space is needed, insert additional sheets of the same size) - Estate of: Marie Gruiff 195-07-8171 Schedule H Part 7 (Page 2) 2 Frank Thurman Reimbursement of administrative expenses 587 3 Frank Thurman Bank charges for checks 8 4 Frank Thurman Bank charges for checks 12 607 Total (Carry forward to main schedule) - f3EV-1512 EX + (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ITEM NUMBER 1. Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. FILE NUMBER 4 DESCRIPTION VALUE AT DATE OF DEATH American Homecare Nursing care services 2 Associated Cardiologists Medical services 193 3 DR G K Shallanoian 1 4 Heritage Diagnostic Medical services 66 5 Holy Spiri t Hospital 6 Internists of Central PA Medical services 7 Mobile X-Ray Imaging 8 Moffit Heart & Vascular 7 200 55 160 9 Moffit Heart & Vascular Medical expenses 30 10 Orthopedic Surgeons of Central PA Medical services 25 11 PA Dept of Revenue 2004 PA 40 22 12 PA Gastroenterology Medical services 112 13 ROBC Limited Partnership Medical services 21 14 W Shore Family Practice Medical services 348 15 TOTAL (Also enter on line 10. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1..L255 IW46AH 2.000 - REV-1513 EX+(9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RElURN RESIDENT DECEDENT ESTATE OF Marie Gruiff SCHEDULE J BENEFICIARIES J NUMBER I 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions. and transfers under Sec. 9116 (a) (1.2)] Frank M. Thurman 2000 Clarendon Street Camp Hill, PA 17011 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) FilE NUMBER 21 04 0992 AMOUNT OR SHARE OF ESTATE 25% Residue: 88,089 Brother-in-law 88,089 2 Susan J. Thurman 318 B North Second St Worm1eysburg, PA 17043 30,000 Par UNITED STATES SVG BD SER I Date of death value per attached report Inventory Value: 30,000 Accrued: 1,116 75% Residue: 264,266 Niece 295,382 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 V46A11.000 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) $ o B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 10-03-2005 GRUIFF 10-22-2004 21 04-0992 CUMBERLAND 101 APPEAL DATE: 12-02-2005 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- REv:is47-Ex-AFP-coi:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MARIE FILE NO. 21 04-0992 ACN 101 BUREAU OF INDIVIDUA[(f~Elr:;) INHERITANCE TAX DIVISION - PO BOX ZBD6D 1 HARRISBURG PA 17128-D6D1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX _':l '~). 26 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN r; TIMOTHY CWAGGONER WAGGONER ETAL 5006 E TRINDLE RD MECHANICSBURG PA 17050 ESTATE OF GRUIFF REV-1547 EX AFP (D6-D5) MARIE TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED DATE 10-03-2005 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule Cl 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets ll) (2) (3) (4) (5) (6) (7) .00 168.576.00 .00 .00 192.184.00 .00 31, 116.00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Cheri table/Governmental Bequests; Non-elected 9113 Trusts (Schedule Jl 14. Net Value of Estate Subject to Tax (9) 1l0) 7,151.00 1.255.00 (11) (12) (13) (14) NOTE: If an assessment was issued previOUSly, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at 17. Amount of Line 14 at Sibling 18. Amount of Line 14 taxable at 19. Principal Tax Due NOTE: To insure proper credit to your account, submit the upper portion of this forn with your tax paynent. 391,876.00 8.406 00 383,470.00 .00 383,470.00 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. TAX CREDITS: rAY"".., 1<""".1.1' " (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-19-2005 ~ CD004869 2,631.58 50,000.00 07-19-2005 CD005591 .00 4,889.00 TOTAL TAX CREDIT 57,520.58 BALANCE OF TAX DUE .42 INTEREST AND PEN. .01 TOTAL DUE .43 .00 X 00 = .00 X 045= .00xI2= 383,471.00 X 15 = (19)= Lineal/Class A rate rate Collateral/Class B rata (15) (16) 1171 (18) · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 .00 .00 57,521.00 57,521.00 PI. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) , , FAMILY SETTLEMENT AND FINAL RELEASE c9 J -Cl-(-09Q d- IN THE ESTATE OF MARIE GRUIFF KNOW ALL MEN BY THESE PRESENTS, THAT WHEREAS, Marie Gruiff, late of the Camp Hill Borough, Cumberland County, Pennsylvania, deceased, died on October 22, 2004, testate. WHEREAS, Letters Testamentary were granted to Frank M. Thurman and Susan J. Thurman, on November 3, 2004, with same having been filed in Cumberland Couhty, Pennsylvania, to Estate No. 21-04-0992; WHEREAS, the said personal representative has gathered the assets of the estate of the said decedent and the assets consist of personal property to a total value of $363,723.65, as: set forth in Exhibit "A", which is a statement of account of the said personal representatives, find which is attached hereto and made a part hereof, and marked Exhibit "A"; WHEREAS, the debts and deductions amount to $63,315.00, leaving a balance for distribution of $300,408.65, also as set forth in the statement of the said personal representatives, which is attached hereto and made a part hereof, and marked Exhibit "B"; NOW THEREFORE, KNOW YE, that we, Frank M. Thurman and Susan J. Thurman, being the heirs of the said decedent, and being the individuals entitled to inherit under the Last Will and Testament, do hereby acknowledge that we have this day had and received from ithe aforesaid personal representative, in full satisfaction and payment of all sum or sums of mOIljey, legacies, bequests, and devises as are given, devised and bequeathed to us by the said Last Will and Testament, which amount we have received this day, and which is the amount set opposite our names in the table and schedule of distribution in said statement attached hereto and marked Exhibit "C"; AND, we do hereby stipulate that in order to avoid the expense and time involved in the filing of a formal account and schedule of distribution, we agree that no account is necessary and we hereby agree and consent to distribution being made without the filing of an account qnd schedule of distribution, the same to be with the same force and effect as if it had been filed a,nd confirmed by the Orphan's Court Division of the Court of Common Pleas of Cumberland County. THEREFORE, we do hereby remise, release, quitclaim and forever discharge the said personal representatives, their heirs, executors, administrators and assigns, of and from the,ijlid estate and from all actions, suits, payments, accounts, reckonings, claims an_~ dem~!l.ds whatsoever, touching upon the estate of said decedent, and we do further hereby covenantY'Pd agree that we will contribute my share of the estate to satisfy any and all claims, demands, su:lits, or causes of action which may be successfully prosecuted against the said estate or theafor~id personal representatives after the signing, sealing and delivery of this family settle~nt agreement and final release. ::c \.0 v- _. 1 \'.::~.~ : C) (" .~) , /1:5 '1 !!l :~, ;::::J ,h) - " ~:<,J .c") rrl ,") "J ~-:''!":'1 , , IN WITNESS WHEREOF, we have hereunto set my hand and seal this Jot.. day of Ol to Ju1 ,2005. WITNESSES: (F-<Q. ~~. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ~~?12~ I FRANK M. THURMAN . ~rjR~!. SS On this --10 day of (Q(!J7JPJE:i2- , 2005, before me, ~he undersigned officer, personally appeared FRANK M. THURMAN and SUSAN J. THURMAN, known to me (or satisfactorily proven) to be the individuals whose names are subscribed to the foregoing instrument, and acknowledged that they executed the same for the purposes ther~in contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. My Commission Expires: ~SUI. IW:EY L HOWIE Notary N:JIIc ........1WP. CUMBERlAND COUN1Y Mv CommIIIIDn.... Jw\ 22. 2009 "..~" :;.;AAJOtiI 11'.':' ,.., )Af?' ';.'; n~c,M vtl<1l:,'" '>\4, ,,( iM.." .' ','>.,"IT W!II'.lIlMAH '...r~Cr''\.-__.'~. :~" i, ~.'I::'}.t;;..(_"~ 'l~:}~,:-;~~U'f't"1':~'I.:j ~~~.t 11 LAST AND FINAL ACCOUNT OF THE ESTATE OF MARIE GRUIFF LATE OF THE CAMP HILL BOROUGH, FRANKLIN COUNTY, PENNSYLVANIA DATE OF DEATH: OCTOBER 22,2004 PRINCIPAL ACCOUNT DEBITS: Your Accountants charge themselves with the following: Personal Property 1 Guaranty Bank CD Account No. 1264018878 $ 31,836.912 Date of death value $31,738.94 and interest accrued $97.98 2 Members 1st Federal Credit Union CD Account No. 242907-41 $ 15,169.0j:l. Date of death value $15,136.90 and interest accrued $32.14 3 Members 1st Federal Credit Union Savings Account No. 242907- $ 25.00 40 date of death value $25.00 accrued interest $0.00 4 Members 1 sl Federal Credit Union CD Account No. 242907-40 $ 30,507.26 Date of death value $30,455.39 and interest accrued $51.87 PNC Bank Checking Account No. 5004825117 , 5 $ 25.00 Date of death value $25.00 and interest accrued $0.00 6 PNC Bank Savings Account No. 5004383259 $ 40,141.71' Date of death value $40,119.21.97 and interest accrued $22. 7 Sovereign Bank Checking Account No. 100559145 $ 12,496.47: Date of death value $12,493.12 and accrued interest $3.35 8 Sovereign Bank CD Account No. 9600023432 $ 50,621.77: Date of death value $50,565.12 and accrued interest $56.65 9 30,000 Par US Series EE savings bond 912540DE8 $ 43,020.00 l Date of death value $15,000.00 and interest accrued $28,020.00 10 30,000 Par US Series EE savings bond 912540GK1 $ 40,142.00 Date of death value $15,000.00 and interest accrued $15,492.00 Subtotal this page: $ 263,985.17 EXHIBIT "A" 11 Personal Property - Continued 11 30,000 Par US Series EE savings bond 912540EW7 Date of death value $15,000.00 and interest accrued $19,344.00 $ 34,344.00 12 30,000 Par US Series EE savings bond 912540GN5 Date of death value $15,000.00 and interest accrued $14,604.00 $ 29,604.010 13 30,000 Par US Series I savings bond 0018015891 Date of death value $10,000.00 and interest accrued $372.00 $ 10,372.00 14 30,000 Par US Series I savings bond 0018015581 Date of death value $10,000.00 and interest accrued $372. $ 10,372.010 15 30,000 Par US Series I savings bond 0018015871 Date of death value $10,000.00 and interest accrued $372.00 $ 10,372.00 16 Refunds from Blue Cross and Blue Shield $340.00 and $26.00 $ 366.00 17 Interest earned by estate $ 4,308.48 Subtotal principal debits this page: $ 99,738.48 TOTAL PRINCIPAL DEBITS (pages one and two): $ 363,723.65 NON-PROBATE PROPERTY Description Treatment A. Three US savings bond I series Date of death total value $31,116.00 ("Transfer on death to Susan J. Thurman) By operation of law, decedent's ownership interest passed to Susan J. Thurman on date of death., EXHIBIT A CREDITS Your Accountants ask credit for payments made from Principal Account as follows: Description Amount 1. Law Firm of Linda A. Clotfelter - professional fees for $ 2,519.00 estate administration 2. Waggoner Frutiger & Daub - professional fees for $ 4,000.00 accounting for estate 3. Frank Thurman - reimbursement for administrative $ 587.00 expenses of estate 4. Frank Thurman - reimbursement for bank charges for $ 20.00 estate checks 5. Frank Thurman - reimbursement for bank fees $ 25.00 6. American Homecare - bill for nursing care services $ 193.00 7. Associated Cardiologists - medical bill $ 1.00 8. Dr. G.K. Shallanoian - medical bill $ 66.00 9. Heritage Diagnostic - medical bill $ 7.00 10. Holy Spirit Hospital- medical bill $ 200.00 11. Internists of Central P A - medical bill $ 55.00 12. Mobile X-Ray Imaging - medical bill $ 160.00 13. Moffit Heart & Vascular - medical bills (2) $ 55.00 14. Orthopedic Surgeons of Central P A - medical bill $ 22.00 15. P A Department of Revenue - Income taxes due $ 112.00 16. P A Gastroenterology - medical bill $ 21.00 17. ROBC Limited Partnership - medical bill $ 348.00 18. West Shore Family Practice - medical bill $ 15.00 19. Register of Wills, Agent - P A Inheritance Taxes paid $ 54,889.00 20. Orphan's Court, Cumberland County - filing fee for $ 20.00 Family Settlement Agreement TOTAL: $ 63,315.00 EXHIBIT B , ' II RECAPITULATION Principal Debits Minus: (A) (B) Administrative Expenses & taxes paid Last Debts of Decedent $ 363,723.65 $ 62,060.00 $ 1,255.00 SUBTOTAL: TOTAL BALANCE OF ESTATE ASSETS AVAILABLE FOR DISTRIBUTION $ $ 63,315.001 , 300,408.65: PROPOSED DISTRIBUTION The Personal Representative proposes distribution of the Total Balance for Distribution to tM following heir as described: FRANK M. THURMAN 2000 Clarendon Street Camp Hill, P A 17011 25% of residual estate (due to Disclaimer dated 7/12/05 and filed 7/13/05) $ 75,102.16 SUSAN J. THURMAN 318 B North Second Street W ormel ysburg, P A 17043 75% of residual estate $ 225,306.49 EXHIBIT C LL CI LU - (...::> CC L' C"'", -- 0> LJ-:J: Cl Q- es C> Lw CC . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 N fD d t MARIE GRUIFF ame 0 ece en : Date of Death: OCTOBER 22,2004 Estate No.: 21-04-0992 Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: I. State whether administration of the estate is complete: Yes l&l No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No I8l b. The separate Orphans' Court No. (ifany) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes I8l No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk ofthe Orphans' Court and may be attached to this report, Date: 10/14/05 (X) Name 5021 E. TRINDLE ROAD MECHANICSBURG, PA 17050 Address ""', ;;::E en (717)796-1930 Telephone No. I- '-' c::o "" ~~ = '" Capacity: o Personal Representative Qg Counsel for personal representative V1:-