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Home My WebLink About02-1148Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Blanche B. Crouse No. ~ ~~~ `'~ ~ '7 also known as ,Deceased Social Security No.188-12-3562 Petitioner(s), who is/are 18 years of age or older, apply(ies) for (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut or named in the Last Will of the Decedent, dated 11/26/1991 and codicil(s) dated \~` State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente life, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at Forest Park Health Center, Carlisle Borough (list street, number and municipality) Decedent, then 103 years of age, died December 5 , 2002 , at Forest Park Health Center (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA) All personal property ......................................... $ 80,000.00 (if not domiciled in PA) (If not domiciled in PA) Personal property in Pennsylvania .................... Personal property in County .............................. Value of real estate in Pennsylvania ........................................................................................ $ Total ..................................................................................................................... $ 80,000.00 Real Estate situated as follows: ~* Wherefore, Petitioner(s) the appropriate form toy request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in Typed or printed name and residence 72 Derbvshire Drive RW-7 (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Oath of Personal Representative Commonwealth of Pennsylvania COUnty Of Cumberland The Petitioner(s) above-named swear(s) a d affir s) that th and correct to the best of the knowledge and belief of etition r )and th; Petitioner(s) will well and truly administer the estate ordi to law. Sworn to and affirmed and subscribed before me this 17th day of ~,~ Donna M. Otto, lit Deputy stateme sin the foregoing Petition are true asp sonal representative(s) of the Decedent, A. ~-~u~,~-y +2ow~,~~v~ DECREE OF REGISTER Estate of Blanche B. Crouse Deceased No. 21-2002-1148 also known as Social Security No: L88-12-3562 AND NOW, Decemt~er 17th 2002 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ®Testamentary ^ of Administration (c.t.a., d.b.n.c.t.; pendente life; durante absentia; durante minoritate) are hereby granted to ~*A Lindsay Rowland in the above estate and that the instrument(s), if any, dated November 26, 1991 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES ~j f / -' ~ ~ Letters .................................... $ 249.00 //. , ~ ~. ~ Donna M. Otto,lst ~pu~y'lls Short Certificate(s) ....10 $ 30.00 Renunciation .......................... $ Affidavit ( ) ....................... $ Extra Pa es 3 9 ( ) .............. 9.00 $ Codicil ................................. $ JCP Fee ................................. $ 10.00 Attorney: HAMILTON C. DAMS Inventory & Tax Forms ............. $ I.D. No: 10264 Other ...................................... $ Address: P.O. BOX 40 SHIPPENSBURG PA 17257 TOTAL ........................... ..$ 249.00 Telephone: 532-5713 MAILED LETTERS `I17 A`I`I'ORNEY ON DECEMBER DATE FILED: December 17th, 2002 17th, 2002 RW-7A Date of Death: 12/5/2002 LAST WILL AND TESTAMENT I, BLANCHE B. GROUSE, of the Borough of Shippensburg, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke any will or codicil previously made by me. ITEM I: I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the administration of my estate. ITEM II: I give and bequeath to LILLIAN K. ROWLAND my maple bedroom suite, two dressers, bed, mirror and two chairs. ITEM III: I bequeath those articles of my household furniture and furnishings and those articles of my personal effects and personal property as set forth in a separate memorandum, which I shall place with my Will or deposit with my attorney, to the persons therein designated. ITEM IV: I devise and bequeath the residue of my estate of every nature and wherever situate to DAUPHIN DEPOSIT BANK & TRUST COMPANY, of Shippensburg, Pennsylvania, to be added to and thereafter treated as a part of that certain inter vivos trust created by me on August 30, 1990, of which Dauphin Deposit Bank & Trust Company is Trustee, to have and to hold, IN TRUST, for the uses and purposes and subject to the terms and provisions thereof, including any alterations or amendments thereto, or any other inter vivos trust which may hereafter be substituted therefor. ITEM V: My Executor herein appointed shall have, in addition to those powers vested in him by law and any other provisions of my Will, all powers granted by me to the Trustee in the above referenced Trust (and any amendment of or substitute for such) as fully and completely as if the same were set forth herein in their entirety and the same are hereby incorporated herein by reference. ITEM VI: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as part of the expenses of the administration of my estate. ITEM VII: I appoint my grandson, A. LINDSAY ROWLAND, Executor of this my Last Will. Should he fail to qualify or cease to act as Executor, I appoint my attorney, HAMILTON C. DAVIS, Executor of this my Last Will. ITEM VIII: I direct that my Executor, Trustee or Guardian or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM IX: My individual fiduciary shall be entitled to reasonable compensation for his or her services rendered from time to time unless different compensation has been provided for in a separate letter of agreement. 2 IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will and Testament dated this ZG~ day of written on four (4) sheets of paper, °~P«^ ~ , 1991. (SEAL) BLANCHE B. GROUSE The preceding instrument, consisting of this and three (3) other typewritten pages, each identified by the signature of the testatrix, was on the day and date thereof signed, published and declared by the testatrix therein named, as and for her Last Will, in the presence of us, who, at her request, in her presence, and in the presence of each other have subscribed our names as witnesses hereto. L ` ~~Gllc.. , residing at ~fGc~y,~~° ~~ - residing at 3 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND . ss. I, BLANCHE B. GROUSE, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. ~ -~ ~ `,~,~' i1 ~ ~.~® ,(SEAL ) BLANCHE B. GROUSE Sworn to or aff'~-me an a knowledged before me by the Te tat ix, this .day of 1991. , Notarial Sea! ,taoqueHne L. Drawbaugh, Notary Public Sh'c~pc:nsburg Born, Cumberland Cou My Cornmission ExpiresA!x,7.14,1995 . SS. COUNTY OF CUMBE (RLAND ~~/'jj ) ~~ We, ~~~~~~ 11~1Z1 ~~.~ and ~ the witness whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Will as a witness; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age and of sound mind and under ro constraint ar ur.~?»e i rfluerce. [/ Sworn to or affi med a d u scr bed to be me y ~~ (~ and itnesses, this ay of ~ 19 Notarial Seal ~atueline L. Drawbaugh, Notary Public ~ ~ n~~Boro, Cumberland Cou r Expires Aug. 14, 1995y ry Publi _ 4 ~' CERTIFICATION OF NOTICE UNDER RULE 5 6(a) Name of Decf;dent: Blanche B. Crouse Date of Death: December 5, 2002 Will No.: 21-02-1148 To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a} of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above- captioned estate on January 15, 2002 Name Address A. Lindsay Rowland, 72 Derbvshire Drive Carlisle PA 17013 Susan E. Rowland, 1223 W Poplar York PA 17404 George A. Rowland 1436 Kirkwood Road Harrisbur PA 17110 Barbara R. Fetzer 2631 Puritan Court Oak Hill VA 20171 Memorial Lutheran Church, 34 East Orange Street Ship ensbur~ PA 17257 Lillian K. Rowland 72 Derbyshire Drive Carlisle PA 17013 Notice has now been given to all persons entitled thereto under le 5.6(a) except None Date: 01/15/03 Signature Name: Hamilton C. Davis Esa Address: P.O. Box 40 _ Ship~ensbur~ PA 17257 Telephone: 717-532-5713 Capacity: personal representative X counsel for personal representative KllJ Rf.'I.1SOU~l{.f&<lOl r::J /'7- lecf-II *' :>Fi'-'C:,"". USE ;)Nty REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE HUMBER 21 02 C UNTY CODE YEAR SOCIAL SECURITY NUMBER COMMONWEALTH OF F'ENNSYLVANIA DEPARTMENT OF REVENue DEPT. 280601 HARR1SBURG, PA 17126-0601 1148 NUMBER ... z W Q W U W Q DECEDENTS NAME (LAST. FIRST, AND MIDDLE INITIAL) Crouse, Blanche B. DATE OF DEATH (MM-OD-YEAR) DATE OF BIRTH {MM-DD-YEAR) THIS RETURN MUST SE FILED IN DUPLICATE 'MTH THE 188-12-3562 1210512002 05/04/1899 REGISTER OF WILLS SOCIAL SECURITY NUMBER ,IF APPUCABLE) SURVlVlNG SPOUSE'S NAME ( lAST, FIRST AND MIDDLE INITIAL) N/A, w ... 1IC$U) u~" w"u ",00 u~~ .." .. <: ch~ Ww ~" ~z 8~ 3. Remainder Return (date of death priorto 12-13-82) 1. Original Return 2. Supplemental Return o o 6. 09. o 5. Federal Estate Tax Return Required o o 4a. Future Interest Compromise (date of death after 12-12.-82) o 7. Decedent Maintained a Living Trust (Attach copy Of Trust) o 1 Q. Spousal Poverty Credit (date of death between 12-31.91 and 1-1-95 TillS SEC11OMMUSTI!l: COMf>\.tlEP.AQ. CORRI!SPOMDEMCE AMD COMFIOEMl1AL TM II'{~ORM'ATIOI'{ SHoULD Be DIRECTED TO: AME COMPLETE MAILING ADDRESS Hamillon C. Davis 4. limited Estate 8. Total Number of Safe Deposit Boxes Decedent Died Testate (Attach copy of Will) Litigation Proceeds Received o 11.Election to tax under Sec. 9113{A) (Attach Sch 0) IRM NAME (If applicable) Zullinger - Davis, PC ELEPHONE NUMBER 717/532-5713 20 East Burd Street, Suite 6 P.O. Box 40 Shippensburg, P A 17257 (1) None (2) 1,416.89 (3) None (4) None (5) 66,407.08 (6) None (7) 34,941.88 (8) (9) 12,955.52 (10) 2,594.21 Dn'!CIAL. USE ONLY .] 1. Real Estate (Schedule A) 2. Slacks and Bonds (Schedule B) 3. Closely Held Corporation. Partnership or Sole-Proprietorship z 9 5 :> t: ~ <: l;\ ~ 4. Mortgages & Noles Receivable (Schedule 0) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Casts (Schedule H) 10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) 102,765.85 11. Total Deductions (total Lines 9 & 10) (11) 15,549.73 87,216.12 12. Net Value of Estate (Line 8 minus Line 11) (12) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (13) (14) 87,216.12 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) z 87,216.12 .045 (16) 9 16.Amount of Line 14 taxable at lineal rate x !< 5 (17) .. 17. Amount of Une 14 taxable at sibling rate x .12 ~ 0 U ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 3,924.73 3,924.73 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~~ BE SURE TO AMSWER ALL QUESTIONS 01'1 REVERSE SIDE ANI) ReCHeCK MATH << Copyright 2000 form software only The Lackner Group. Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 240 West King Street CITY Shippensburg I STATE PA I ZIP 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 3,924.73 Total Credits (A + B + C) (2) 0.00 3. InterestJPenalty if applicable D. Interest E. Penalty Total inleresVPenalty (D + E) 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 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter lI1e lotal of Line 5 + SA. This is the BALANCE DUE. (3) 0.00 (4) (5) 3,924.73 (SA) (5B) 3,924.73 Make Check Payable to: REGISTER OF WILLS, AGENT ~1l1il~1_~.~.-----'~ m~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS '~ i 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;...........................................................................,...... b, retain the right to designate who shall use the property transferred or its income;.................................... c. retain a reversionary interest; or.. .........,.................................... ............................................. ..... ....... ..... .... d. receive the promise for life of either payments. benefits or care?............................................................. 2. If death occurred after December 12, 1982. did decedent transfer property within one year of death without receiving adequate consideration?........... ............ ........................n...................... ............................................. o 181 181 181 o o 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ 4. Did decedent own an Individual Retirement Account, annuity, or other non~probate property which contains a beneficiary designation?......". ...... ................................... .... .....,............,.................. ..... ..... ....,... ........ OVE QUES IONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. , including accompanying schedules and statements, and to the best <:of my \l.nowledge and belief, it is true, correct and complete. Declaration information of which p(eparer has an knowled e. RETURN ADDRESS 72 Derbyshire Drive ~ Carlisle, PA 17013 DATE 913/0~ ADDRESS OATE ADDRESS 20 East Burd Street, Suite 6 P.O. Box 40 Shippensburg, P A 17257 DATE 1/~U3 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. ~9116 (a) (1 .1) (i)). For dates of death on or after January 1. 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) Oi)]. The statute does not exemot a transfer to a surviving spouse from tax. and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%. except as noted in 72 P.S. ~9116 1.2) [72 P.S. ~9116 (a) (1)). The tax: rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)). A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. *' SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Crouse, Blanche B. I FILE NUMBER 21-02-1148 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM I NUMBER I I AXA Stock DESCRIPTION UNIT VALUE I VALUE AT DATE OF DEATH 15.50 1,416.89 TOTAL (Also enter on line 2, Recapitulation) 1,416.89 *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Crouse, Blanche B. I FILE NUMBER , 21-02-1148 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jOintly-owned with the right of survivorshIp must be disclosed on schedule F. ITEM NUMBER I DESCRIPTION VALUE AT DATE OF DEATH 4,285.12 AlIfrrst Bank, now by merger M&T Bank, Checking Account No. 97184020 2 Accrued Interest on I 0.50 3 Miscellaneous personal property and effects 1,927.50 4 Income Tax Refund 1,985.00 5 The Episcopal Home Refund 600.00 6 Public School Employees Retirement System 999.38 7 Sprint Refund 33.28 8 Integrity Life Insurance Refund 363.75 9 Public Opinion Refund 42.06 10 National Planning Money Manager Account 56,170.49 TOTAL (Also enter on Line 5, Recapitulation) 66,407.08 . SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DeCEDENT ESTATE OF Crouse, Blanche B. \ FILE NUMBER I 21-02-1148 This schedule must be com Dieted and filed if the answer to any of questions 1 throuoh 4 Dn page 2 is yes. ITEM I DESCRIPTION OF PROPERTY DATE OF DEATH !I % 0\ EXCLUSION !I M ER \. Include the nama of the transferee, their relationship to decedent and the date oftransfec VALUE OF ASSET DECO S (IF APPLICABLE), TAXABL.E VALUE NU B I AIIachacopyofthedeedforraalestate. INTEREST I 1 IM&T Trust Company Revocable Trust Account No. I 19.754.08 I 11 0032900 1 I Integrity Life Insurance Company Annunity No. 2100136991 19,754.08 2 15,187.80 15,187.80 I TOTAL (Also enter on line 7, Recapitulation) 34,941.88 *' COMMONWEALTH OF PENNSYl-VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEH FUNERAL EXPENSES & ADMNIS1RATlVE COSTS ESTATE OF Crouse, Blanche B. I FILE NUMBER i 21-02-1148 Debts of decedent must be reported on Schedule I. ITEM I NUMBER I A. I FUNERAL EXPENSES: 1 I Fogelsanger-Bricker Funeral Home I I I I I I B. 1. 2. ADMINISTRATIVE COSTS: Personal Representative's Commissions DESCRIPTION AMOUNT Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State _ Zip Year(s) Commission paid Attorney's Fees Hamilton C. Davis, Esquire City Relationship of Claimant to Decedent 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 4. State Zip Probate Fees Cumberland County Register of Wills 5. Accountant's Fees 6. 7. 1 Tax Retum Preparer's Fees Myers Tax Service Other Administrative Costs Cumberland County Legal Journal 2 The Valley Times Star Total of Continuation Schedule(s) 7,189.00 4,250.00 249.00 125.00 75.00 67.52 1,000.00 TOTAL (Also enter on line 9, Recapitulation) 12,955.52 . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF 3 Crouse, Blanche B. \ Reserve for Contingencies I I I I I \ \ I Schedule H Funeral Expenses & ~CosIsc:onlinued I FILE NUMBER 21-02-1148 I I 1,000.00 Page 2 of Schedule H *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Crouse, Blanche B. i FILE NUMBER I 21 - 02 - 1148 Include unreimbursed medical expenses. ITEM NUMBER I DESCRIPTION AMOUNT 2,230.50 Forest Park Health Care Center Final Payment 2 Continuing Care RX 363.71 TOTAL (Also enter on Line 10, Recapitulation) 2,594.21 m1M&TBank AUG 2 5 2003 499 Mitchel! Road. Millsboro, DE 19966 Mail Code 501-120 Phone (302) 934-2909 Fax (302) 934-2955 August 22. 2003 Zullinger-Davis Attorneys At Law 20 East Burd Street, Suite 6 PO Box 40 Shippensburg, PA 17257 Re: Estate of Blanche B. Crouse Social Security: 188-12-3562 Date of Death: December 5,2002 Dear Sir or Madam: Per your inquiry dated August 4,2003, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: J. Type of Account Checking Account ACCOl{nl Number 97184020 Ownership (Names oj) Blanche B, Crouse, Owner Opening Date 01/28/80 Ba/ance on Date of Death $4,284.62 Accrued Interest $ .50 Tot(l! $&,28512 Sincerely, SE?: 2-0J rUE 2:46 PM ALLFIRST TRUST COMPANY FAX NO. 7172631630 P 3 Blanche B. Crouse Revocable Trust dated August 30, 1990, amended November 26, 199\ and January 3, 1995 Account #1100329001 Manufacturers and Traders Trust Company, sUCcessor by merger to AUfirst Trust Company of Pennsylvania, N.A., formerly known as A1lfirst Bank, formerly known as FMB Bank, successor by merger to Dauphin Deposit Bank and Trust Company Date of Death- Thursday, December S, 2002 Assets 270.84 units ARK Money Market Portfolio Accrued interest 958.262 units ARK Funds Intennediate Fixed Income Portfolio, cusip #040711640 Accrued interest 962.192 units ARK Funds U. S. Government Bond Portfolio. cusip #040711475 Accrued intere~t $270.84 .05 9.831. 77 5.27 9.641.16 4.99 Total $] 9 75~08 II iJ". . \""'" -:. , II Your Investment Adviser Representative: Joseph Marrazzo National Planning Corporation 4200 Crums Mill Road 2nd Floor Harrisburg,I'A 17112 717-541-1500 Blanche B. Crouse (IN) 72 Derbyshire Drive Carlisle, PA 17013 :'II ~; Crou~e 4NRn:?:7M6 35142145 National ~~~~,!:~,![I A "~9i51~'ed Investment Advj,er Nf'C"'Ameo<>;o,"'..."""......""" Mp..!Io.~A5D,""( Your Quarterly Portfolio Report 4th Quarter 2002- as of December 31, 2002 Quarterly Portfolio Summary Beginning Portfolio Value as of 09-30-02 ..... ... ." . .... .. ...... .... ......... ..... . Funus invested during period. Funds withdr>l.wn during period. Dividends, interest, ete. reinvested. Accruab . . . Realized ~r.t.in/loss Unreafucd gain/los$ EndingPort{olio Value as of12~31~02...............................,.............. Net change in value for the period ............................................... $53,131.70 0.00 -265.66 378.41 0.00 0.00 2,926.04 $56,170.49 $3,038.79 Asset Allocation Fixed Income 44% International Mi.d 13% ~ Large Cap 31% -1- This report has been prepared from sources deemed to be reliable, however no representation is made as to its accuracy or completeness. It is a consolidation of assets held al the respective custodian and is not a guarantee of positions owned or their marKet value. This report should not be relied upon for lax purposes. MADV429001/02 LAST WILL AND TESTAMENT I, BLANCHE B. CROUSE, of the Borough of Shippensburg, Cumberland County, Pennsylvania, declare this to be my Last will and Testament and revoke any will or codicil previously made by me. ITEM I : I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the administration of my estate. ITEM II: I give and bequeath to LILLIAN K. ROWLAND my 1 J ~ j ? maple bedroom suite, two dressers, bed, mirror and two chairs. ITEM III: I bequeath those articles of my household furniture and furnishings and those articles of my personal effects and personal property as set forth in a separate memorandum, which I shall place with my will or deposit with my attorney, to the persons therein designated. ITEM IV: I devise and bequeath the residue of my estate of every nature and wherever situate to DAUPHIN DEPOSIT BANK & TRUST COMPANY, of Shippensburg, Pennsylvania, to be added to and thereafter treated as a part of that certain inter vivos trust created by me on August 30, 1990, of which Dauphin Deposit Bank & Trust Company is Trustee, to have and to hold, IN TRUST, for the uses and purposes and subject to the terms and provisions thereof, including any alterations or amendments thereto, or any other inter vivos trust which may hereafter be substituted therefor. ITEM V: My Executor herein appointed shall have, in addition to those powers vested in him by law and any other provisions of my Will, all powers granted by me to the Trustee in the above referenced Trust (and any amendment of or substitute for such) as fully and completely as if the same were set forth herein in their entirety and the same are hereby incorporated herein by reference. ITEM VI: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever ~ ~ j ~ jurisdiction imposed, shall be paid from my residuary estate as part of the expenses of the administration of my estate. ITEM VII: I appoint my grandson, A. LINDSAY ROWLAND, Executor of this my Last Will. Should he fail to qualify or cease to act as Executor, I appoint my attorney, HAMILTON C. DAVIS, Executor of this my Last will. ITEM VIII: I direct that my Executor, Trustee or Guardian or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM IX: My individual fiduciary shall be entitled to reasonable compensation for his or her services rendered from time to time unless different compensation has been provided for in a separate letter of agreement. 2 IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will and Testament, dated this 2~fi written on four (4) sheets of paper, ;Vo,; e'-"" ~ day of , 1991. '13 ),UIA </. Y3 & -'Ln.d ,j BLANCHE B. CROUSE ( SEAL) The preceding instrument, consisting of this and three (3) other typewritten pages, each identified by the signature of the testatrix, was on the day and date thereof signed, published and declared by the testatrix therein named, as and for her Last Will, in the presence of us, who, at her request, in her presence, and in the presence of each other have subscribed our names as witnesses hereto. ~/w,(j1~ residing at ,1/ewv/d . f>.,. . './ (j~p ~ reSidingat~ /~~ 3 I I ! I I I i ! I I I I I I I i I I I I I I I I I I I i I i I COMMONWEALTH OF PENNSYLVANIA 55. COUNTY OF CUMBERLAND I, BLANCHE B. CROUSE, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. 73~,,~/ BLANCHE Yf (!Lt-r uN ,(SEAL) B. CROUSE Nc!ari::lIE'..e,:1I Jacque""" L. Or.lwb3JJgh. NOla/}' Pubic S!l'ppef"lSOl!rg 130:0. Cumberland County My Comn1lssion Expires Aug. 14, 1995 ss. COUNTY OF CUMBERLAND :. . 1 We, j,~1Wli1fm (i (YM~ and \bhi d~' ~1~ I the witness whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last will; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Will as a witness; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age and of sound mind and under no constraint or undue influ~nce, . 17 --;j;/MAiflL r. L/~ cJ~,~ ~ Nctari3'SeaJ Jaf'l"!'::: l. Drawbaugh. No'af)' Pubic Shnp;:,n~""l!rg Born, Cumberland Cot 'n My Co:r.mSSr.Jn Expires Aug. 14, 1995ty (' j 4 I I j I I I I I ! I I I I I I I I i I I COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 71 28-0 601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ACN ASSESSMENT AMOUNT CONTROL NUMBER N0. CD 002985 DAVIS HAMILTON C ESQUIRE P O BOX 040 SHIPPENSBURG, PA 17257-0040 fold ESTATE INFORMATION: SSN: iss-12-3562 FILE NUMBER: 2102-1 148 DECEDENT NAME: GROUSE BLANCHE B DATE OF PAYMENT: 09/08/2003 POSTMARK DATE: 09/04/2003 COUNTY: CUMBERLAND DATE OF DEATH: 1 2/05/2002 101 ~ 53,924.73 REV-1162 EX~11-96) TOTAL AMOUNT PAID: REMARKS: A LINDSAY ROWLAND C/O HAMILTON C DAVIS ESQUIRE CHECK#115 INITIALS: VZ SEAL RECEIVED BY: 53,924.73 DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS ~~ y r ,a ~'~ ,:~t~ r c~ ~I N N U i ._ LL N ~~ n ~~ a la~~x~ q~~z ~ ~ O w ~~a~- d ~ m N Z a N 0 ~ a~ m ~~ ~ ~ o ~ ~ u~ r ~ ~ N ~+soa o ~~ a~ -~ ~ m ~ •~ -~ ~ ~ ~ LY, J~~ d, a~ Q; Z:3 W i ~I~IIIi~ ~ii ~~li~ f ~~~ ~~~ ~/ COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 E% ~FV (O1-OSl DATE 10-21-2003 ESTATE OF GROUSE BLANCHE B DATE OF DEATH 12-05-2002 FILE NUMBER 21 02-1148 COUNTY CUMBERLAND HAMILTON C DAVIS - ACN 101 ZULLINGER DAVIS Amount Remitted PO BOX 40 SHIPPENSBURG PA 17237 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~ ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GROUSE BLANCHE B FILE N0. 21 02-1148 ACN 101 DATE 10-21-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 1,416.89 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) [4) .00 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5l 66,407.08 tax payment. 6. Jointly Owned Property (Schedule Fl (6) .00 7. Transfers (Schedule G) (7) 34,941.88 8. Total assets (g) 102, 765.85 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 12,955.52 (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,594.21 11. Total Deductions (11) 1 5 , 49 . 7~ 12. Net Value of Tax Return (12) 87,216.12 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 87,216.12 NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) •00 X 00 _ .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 87,216.12 X 045. 3,924.73 17. Amount of Line 14 at Sibling rate [17l • 00 X 12 - . 00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00 19. Principal Tax Due (lq)= 3, 924.73 TAY f•_DCTITTC. DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 09-04-2003 CD002985 .00 3,924.73 TOTAL TAX CREDIT 3,924.73 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right tc appraise and assess transfer Inheritance Taxes at the lawful Class 8 (collateral) rate an any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 91407. PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF WILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / ar speaking needs: 1-800-447-3020 CTT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount ar interest) as shown on this Notice must abject within sixty C60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the natter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone C717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return far a Resident Oecedent^ (REV-1501) far an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated an this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine C9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20% .000548 1987 9% .000247 1999 7% .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .OD0247 1985 13% .OD0356 1993-1994 7% .000192 2002 6% .000164 1986 10% .000274 1995-1998 9% .000247 2003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. STATUS REPORT UNDER RUI,E 6.12 Name of Decedent: Blanche B. Crouse Date of Death: 12/05/2002 Estate No. 2002-01148 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration ofthe estate is complete: Yes X No__ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes X No b. The separate Orphans' Court No. (if any) for the personal representative's account is: NONE c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' court and may be attached to this report. / J Hamilton C. Davis, Esquire ~' ' P.O. Box 40 ~ Shippensburg, PA 17257 (717) 532-5713 Capacity: __ Personal Representative XX Counsel for Personal Representative Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/10/2004 DAVIS HAMILTON C P 0 BOX 040 SHIPPENSBURG, PA 17257-0040 RE: Estate of CROUSE BLANCHE B File Number: 2002-01148 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) 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 two (2) years of the decedent,s death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 12/05/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASB~GH REGISTER OF WILLS cc: File Personal Representative(s) Judge