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Home My WebLink About04-1048 PETITION FOR PROBATE and GRANT OF LETTERS Estate oj Henrietta S. Robison No. cJ.. \ - '\:J '-\ _ '0\"\ ~ also known as To: Register of Wills for the , Deceased. County of Cumberland in the Social Security No. 197-22-0296 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/xPe 18 years of age or older an the execut or named in the last will of the above decedent, dated March 5, 1998 ~3_ and codicil(s) dated (state relevant circnmstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 604 Park Ave., New Cumberland Borough, Cumberland County. PA (list street, number and muncipality) Decendent, then 79 years of age, died September 21, 2004 ,x~ , at 604 Park Ave.. New Cumberland. Cnmhprl ;:Inn CntlTIty J PA Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 500,000.00 (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: ~ -., "..- - WHEREFORE, petitioner(s) respectfully request(s) the probate of the :fust will lfud codicil(s) . presented herewith and the grant of letters testamentary theron. (testamentary; administration c.I.a.; administr~n d.b.n.c.(a.) -, , .--..J '" " \WJ~~RJ~ u t:: -. .. " 604 Park Avenue ~3 " .... William J. RObison New Cumberland, PA 1'7,070 c:.:" t:: r. ,,0 c:';: ro'';:: ~" ~o.. " '- :; 0 7ii t:: OJ) Vi OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I COUNTY OF CUMBERLAND J SS 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. SWom to m affi,m~d and ,ubscdbed { X, tV J'k.., e' p(J~ V) clQ' before me this " "<'\. ~ day of William J. obison ::s "'~"'" .::::.~'" ~ tl .... ;:: ""~ ""~ I ~~ ~ ~ ~\Z~, ~~" ~ Reg'ster ~ No. 'J..\-'\:J\..\- "~4 ~ Estate of _ Henrietta S. Robison , Deceased DECREE OF PROBATE AND GRANT 0)1.7 LETTERS AND NOW ~~~~~ 'l, ~ ~~-- ~--, in consideration of the petition on -- ---- the reverse si.de hereof, satisfar.tory proof having been presented before me, IT IS DECREED thaI the instrument(s) dated____March 5, 1998._ described therein be admitted to probate and filed of record as the last will of -.!!~_~rietta S. Robison -_.~-.~- .- ------* , and Letters Testamentary__ ._.,-,._--_.~.. are hereby granted to William J. Robiso~ \;-~ ~~ ~~~) ~ R~r ~Ni!ls ~~ \) ~ FEES ~,,~ ~ Probate, Letters, Etc. ......... $ ~'-\~ David H. Stone 1139785 Short Certificates( ).......... $ ,~ A TIORNEY (Sup. Ct. I.D. No.) -Rcrumeiation ~~~~. ~.~...... $ 'J.L\ . 414 Bridge St., New Cumberland, PA 17070 ":! ~ S? $ ,~ ADDRESS TOTAL _ $ ~'\ ~ Filed ................................... (717) 774-7435 PHONE I "",,,,,,,,,, ").., \- ~\.l, - \ ~'-\ ~ This is to certify that the information herc givcn is correctly copied from an original certificne of death till:; 'iLd with me as Local Registrar~ The original certificate will be forwarded to the Statc Vital Rccords Officc hr pClnanent fil'llg. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate. $2.00 1"I"/lfI~"'OF."P"---____ /J~ ~ "~' <.~\. '(4'.;1,,,-- lM1/n.- /..:. ", ":'+.... '- "J'. ." /1 '" ~\ Local R~gistrar f~_.. ~ \~~ ~C::OI ,,': I-~ ~e,j -~---,- I~~ ~ " ,'j->j !;: ..*1. . ~~l*~ P 10685102 ~~\)~~~\l SEP 2 420lJ4 No. ""'0//,,"'111 Date -. c:::i ...;,........ 'J H., 2187 COMMONWEALTH OF PENNSYlVANIA' DEPARTMENT OF HEALTH. VITAL RECORDS _, CERTIFICATE OF DEATH ---.1 NAME Of DECEDENT jfll'sl. M_doIe. Las) I t. Henriet ta S. Robison .. September 21, 2004 UNDER 1 YEAR UNDER t oA.'i- -aIfUH"'fiLACm'f'dr.d MonIN : Days Houra: Minul" 3taleJl:t-cu~oqnCOUflll'fl '! Silver Run,MD ERI~"... LJ 00.0 ~oIylO . Cumberland New Cumberland 604 Park Avenue · k. ~ DECEOENT'S USUAL OCCUPATION WAS DECEDENT eVER iN MARtTAl STATUS. u.rlltd SUAVMNG SPOUSE ,Citv. ~ofWQfk done dunng mosI U_S. ARMEO FORCES? N....., Merr.. Widowred. I"...... ~ I'Nld8n namel oI_"'fI...,....."""......, Yoa 0 No 0 "",,"codlSl>ecoly' .... ker.... Domestic ". 13. ... Married ...William J. Robison . DECEDE..T'S.......IHGAllORESS(Sl.....C~.SO"'.Z"'CoootI ~~~~"T'S 11.. sr... Pennsylvania Ood 11..0,..._-......... .... 604 Park Avenue :.s::.~ ~ ... New Cumberland, PA 17070 0''''__' 17b.County Cumberland _? 11..1]:"'"":,:,,'::::,,, New Cumberland -.. FATHER'S NAME (filS!. Middle. last) MOTHER'S NAME IFIIS. Mod(je, Malden Surname) It. Molly E. Brown INfORMANT'S MAflING AOOAESS tStJ.... C.....IIown, SIaee.lip Code) Robison ~. 604 Park Avenue, New Cumberland, PA 17070 DATE OF OISPOSITtON PlACE OF DISPOSITION. NMIe Of Cemetllfy, CremalOly LOCATION _ C.."IlOwn. StMe. rap coo. . (Monlh. Day, llNr) Of 01,* PlM:. o 21b~eptember 24, 2004 PA 17003 SEE OR PERSON ACTING AS SUCH LICE"SE NUMBEA In c . .... FD 013 340 &he bNtot my know.... death occuned.r lhe lime. dale.and place staled eandTItie. 2~. 23c. ~s CASE ReFERRED TO MEOfCAl EXAMlHERK:OAOHER? Z /2.004 zo..... 0 NoD I Appfo.mate PART II: Other $lQf1~ 000diIi0nII conIrlbuling 10 dedi.. but : ~ behften noI r.SUI6ng WI.... undlIrIytng c;..,.. giwn in PART I I 0nseI and deaIh .. (t1~i,:(>~.h<-j&iu(.H_}G\.1 C"'-1-1'LL. ! OUElO(ORASAC ENCEQfJ, , . ,. DUElO(ORASACONSEOUENCEQfJ, ---. : . , DUE 10 (OR AS A CONSEOUENCE QfJ' : .. --'- WERE AU10PSY FINDINGS MANNER Of DEATH DATE OF INJURY TlUE Of INJURY INJURY AT WORK? DESCRIBE HOw ~URYOCCURAEO. A\otIUt.A8lE PRtOA 10 lMonItl. Day, 'l'eaJ) COMPLETION OF CAUSE 0 0 OF DEATH? -..... Horn..... 0 0 AccJdenl 0 Pending Invest~lion 0 Yes No No 0 V.. 0 No 0 SUOC.... 0 Could noc be "I....""", 0 PLACE OF lNJU,iv' ~;;'m. ....... 10CIG<y. _. ... LOCATION 1Str_ C"Y1Town StoI., building, _ 15pel;,lv} a.. 21b. 21. :JOe. c.EATIAER (Check 0f'M\' onet .~~~":;,'::.',Y~:=~~:;::~:.:. -= ::'.~.=.:~:'::.~:;:.:; =:.~~'~"" ",...' dn" ,..""..,"" ""'" lJ, [] .. LICE SEA . DAlE 0._ o.y. -, T-- .PflOHOUNCIHGANOCERTlfYINQPHYSICIANCPh~Do~;;10I'OU(lcon9oed'hdOdcen.IV'OQto'.du~OI'1edrr,. ,.' _ . ," . . . _') To...._,o.myknow'.............c.".........................,...........Io.........'.)....m.n".,...'.,... L] J1L....._.._~.Ql~:3.f2. ~ ".. _ 09- }. 3 (.. . NAME AND AOOAESS OF PERSON WHO COMPLETED CAUSEOtDEAlH ~ A"i'\ 'MEDlCALEXAM...EAlCOAO..EA 1".mmT,...",.;::~ lOer- '"DvnKe/ h,.."""a-" IVl!l On lh. b..," 01 ...m'n.llon .ndJor 'nv..".."o~:'~~, op'n'on. ....h ~~.~~~~. ~llh.llm.. ..". .n. pl.... .n. .u.,o Ih. co...(.).n. L J J C1J' '( . '^-'.:::J. p ._._-_.~~.....:- >2c_..l.(1a:.!-'),ilt.,9r :'ltred I\.letc.\Ctunh:rhnt1, A ~ DATE FIl EO \Mvnlh Day Y I __._ /~/I/ J_ !"--_ .~ -?~r-d.CJ12.L__..____._._ ep\wills\robison.hs\12-97 . .' . LAST WILL AND TESTAMENT OF HENRIETTA S. ROBISON I, HENRIETTA S. ROBISON, of the Borough of New Cumberland, County of Cumberland, and Commonwealth of Pennsylvania, declare this to be my .. -.... .'~- last will and revoke any will previously made by Irte. ITEM I: I bequeath my automobiles, household and ~rsonal '-- '"'.':~' effects and other tangible personalty of like nature (net including --.J cash or securities) together with any existing insurance~thereon, to ''-'',1 my husband, WILLIAM J. ROBISON, if he survives me by th~tty (30) days. Should my husband, WILLIAM J. ROBISON, not be living on the thirty- first (31st) day after my death, I bequeath such tangible personalty and insurance thereon to such of my children as are living on the thirty-first (31st) day after my death, to be divided among them by my Executor with due regard for their personal preferences in as nearly equal shares as practical. ITEM II: If my husband, WILLIAM J. ROBISON, survives me by thirty (30) days, and if the federal estate tax due because of my death will be reduced by making this gift for his benefit, I devise and bequeath to my husband, WILLIAM J. ROBISON, absolutely, an amount equal to the least amount (based upon values as finally determined for federal estate tax purposes) as shall be needed for the federal estate tax unlimited marital deduction to reduce the federal estate tax to the lowest possible figure after full use of all other deductions and credits allowable in calculating the federal estate tax, except that Page 1 of 9 . . such amount shall be calculated without regard to the augmenting of my taxable estate by reason of generation-skipping transfers and without regard for any credit for state death taxes that would not otherwise be payable. Accordingly, I direct that: A. If the marital deduction, or any similar benefit, is allowable with respect to any property, including property held by entireties, which my husband has received prior to my death or at my death will receive otherwise than pursuant to this Item II, the value of such property shall be taken into consideration in calculating the size of the gift under this Item II. B. No property ineligible for the marital deduction, or any similar benefit, shall be distributed to this gift for my husband, WILLIAM J. ROBISON, pursuant to this Item II. c. Either cash or investments or both may be allocated to the gift under this Item II. D. Any property allocated under this Item II in kind shall be valued at the value at which it is finally included in my gross estate for federal estate tax purposes, provided that the aggregate market value thereof on the date of allocation (plus the value as finally determined for federal estate tax purposes of all other property qualifying for the marital deduction) is at least equal to the dollar value of the marital deduction as finally determined for federal estate tax purposes. E. If any provision of this Item II shall result in depriving my estate of the marital deduction for federal estate tax Page 2 of 9 . c purposes, such provision is hereby revoked and this Item II shall be read as if any portion thereof inconsistent with allowance of the marital deduction for federal estate tax purposes is null and void. ITEM III: If my husband, WILLIAM J. ROBISON, survives me by thirty (30) days, I devise and bequeath the residue of my estate, of every nature and wherever situate, to the Co-Trustees hereinafter named, IN TRUST, for the following uses and purposes: A. To pay the net income therefrom to my husband, WILLIAM J. ROBISON, for and during his lifetime in such periodic installments as Co-Trustees shall find convenient, but at least as often as quarter-annually. B. As much of the principal of this trust as Co-Trustees, in their sole discretion, may from time to time think advisable for the support of my husband to maintain him in the station of life to which he is accustomed at my death, shall be either paid to him or else applied directly for his benefit by Co-Trustees after taking into account her other readily available assets and sources of income. C. Co-Trustees may apply the net income of this trust for the support of my husband, WILLIAM J. ROBISON, should he by reason of age, illness or other cause, in the opinion of Co-Trustees, be incapable of disbursing it. D. In addition to the above provisions, my husband shall have the power to direct Co-Trustees to pay to him or to apply out of principal in each year, including the year of my death, an amount not in excess of the greater of Five Thousand ($5,000.00) Dollars or five Page 3 of 9 . (5%) percent of the then aggregate value of the trust principal. This power is non-cumulative and can be exercised only by an instrument in writing signed by my husband, and delivered to Co-Trustees. E. Upon the death of my husband, WILLIAM J. ROBISON, the Co-Trustees shall distribute the balance of the principal and any accumulated and undistributed income to my children, WILLIAM H. ROBISON and JAMES E. ROBISON, or their issue, per stirpes. ITEM IV: If my husband, WILLIAM J. ROBISON, predeceases me or dies on or before the thirtieth (30th) day following my death, I devise and bequeath the residue of my estate of every nature wherever situate in equal shares to such of my children, WILLIAM H. ROBISON and JAMES E. ROBISON, as survive me by thirty (30) days. Should any of my above named children predecease or die on or before the thirtieth (30th) day following my death, I devise and bequeath the share of such child to his issue, per stirpes, living on the thirty-first (31st) day following my death; and should any such child of mine leave no such issue living on the thirty-first (31st) day following my death, I devise and bequeath the share of such child to my issue, per stirpes, living on the thirty-first (31st) day following my death. ITEM V: Should any person entitled to a share of my estate not have attained the age of twenty-one (21) years at the time of distri- bution to him or her or, in the opinion of the Co-Trustees, be incapable of disbursing his or her share because of illness or other cause, I devise and bequeath the share of each such issue to the Co- Trustees hereinafter named, IN SEPARATE TRUST, to hold, manage, invest Page 4 of 9 . and reinvest the share so received, and the accumulation of income thereon, and to use and apply the income and principal, or so much thereof as, in the Co-Trustees' discretion, may be necessary or appropriate for such child's support and education (including college education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such support or education, to make payment for these purposes, without further responsibility, to such child or such child's parents or to any person taking care of such child. Any principal or income not so applied shall be distributed to such child absolutely when he or she attains the age of twenty-one (21) years or become competent. If he or she dies before obtaining age twenty-one (21) years or before becoming competent, the trust shall terminate and such shares shall be distributed to his or her personal representative. ITEM VI: The interests of the beneficiaries hereunder shall not be subject to anticipation or voluntary or involuntary alienation. ITEM VII: All federal, state and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this will, together with any interest or penalty imposed in connection with such tax, shall be considered a part of the expense of the administration of my estate and shall be paid from my residuary estate without apportionment or right of reimbursement. ITEM VIII: My Executor and Co-Trustees shall have the following powers in addition to those vested in them by law, and by other Page 5 of 9 . provisions of my will applicable to all property, whether principal or income, including property held for minors, exercisable without court approval and effective until actual distribution of all property: A. To retain any or all of the assets of my estate, real or personal, including stock of a corporate fiduciary or of its parent holding company, without regard to any principle of diversification. B. To invest in all forms of property, including stocks, common trust funds and mortgage investment funds whether operated by my corporate fiduciary or others, without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, and without regard to any principle of diversification. C. To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. D. To allocate receipts and expenses to principal or income, or partly to each, as they, from time to time, think proper in their sole discretion. E. To borrow from, or to sell to, my Co-Trustees even though such Co-Trustees may be my Executor. F. To compromise any claim or controversy. G. To join with my husband, WILLIAM J. ROBISON, or his personal representative, in filing a joint income tax return without requiring him to indemnify my estate against liability for the tax attributable to his income and to consent to any gift made by my Page 6 of 9 husband during my lifetime being treated as having been made one-half by me for purposes of the federal gift tax law. ITEM IX: I appoint my sons, WILLIAM H. ROBISON, and JAMES E. ROBISON, Co-Trustees of any trusts created by this my last will. ITEM X: I appoint my husband, WILLIAM J. ROBISON, Executor of this my last will. Should my husband, WILLIAM J. ROBISON, fail to qualify or cease to act as Executor, I appoint my sons, WILLIAM H. ROBISON and JAMES E. ROBISON, Co-Executors with the same powers and duties of this my last will. ITEM XI: I direct that my Executor and Co-Trustees and their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, HENRIETTA S. ROBISON, have hereunto set my hand and seal this stZ. day of .71) ?VL~JJ , 199.l... J-~~~~.. I~ HENRIETTA S. ROBISON SIGNED, SEALED, PUBLISHED and DECLARED by HENRIETTA S. ROBISON, the Testatrix above named, as and for her Last will and Testament, and in the presence of us, who at her request, in her presence and in the subscribed our names as witnesses. /},oL-' (<..J-t ~A. ~ , ~ . ne~ Address .~~ 4~~1f. Witness 2i./ Address ( Page 7 of 9 COMMONWEALTH OF PENNSYLVANIA) ) SSe COUNTY OF CUMBERLAND ) I, HENRIETTA S. ROBISON, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instrument as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. ~}1/J//Lif; ~. rP~ / HENRIETTA S. ROBISON Sworn to or affirmed to and acknowledged before me by HENRIETTA S. ROBISON, the Testatrix, this 6""(.., day of fY1A.It~ , 199~. . N'(FtH'" (''CA' I ~ ~ ~ L ' ", ,."'~ --:L: ... 6' . ~..L...t' @b , KAYE R. LUCI<EY, t~\)tary Pubi:c ! otar lic ,~ew CUillben~.1n(j 30ro. CLifi1bor;and Co, J Y :Y Commissioll EXfJir~ March ~?.'J COMMONWEALTH OF PENNSYLVANIA) ) SSe COUNTY OF CUMBERLAND ) We, D..... >-Ls-L.'!1 and~dJ6( , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that Page 8 of 9 . . we were present and saw Testatrix sign and execute the instrument as her last will; that Testatrix signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue Sworn to or affirmed to and acknowledged before me by ~Jt"'" I-. \. .f1"u ,v~ and Gerald.- ~ 8 '" l'? L I P+.5: k i ' , witnesses, this ~\.. day of ()e<::.Jl._~ , 199 ce . ~~ '-1f1 ~ &.< .<Lcr==::: . otary ublic - N~--- KAYE R Ulr :IIAl SFAi ~, ..... LUCi<EY N;+~'- , -w Curnberl3'ld Sf>' .h.ry Punlic COmmissjo~ Ex~ro. Cumberland Co. '~~. Page 9 of 9 ~'i::: '" ~ ("",s. \C COMMONWEALTH OF PENNSYLVANIA '* BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 NOTICE OF INHERITANCE TAX HARRISBURG, PA 17128-0601 APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-15~7 EX iFP (01-03) DATE 09-06-2004 ESTATE OF CLEVENGER HELEN I DATE OF DEATH 11-14-2003 FILE NUMBER 21 03-1048 COUNTY CU~.LAND RICHARD L WEBBER JR ESQ ACN IDE If d ::r WEIGLE & ASSOCS -< ~' ~ fl I Allou~r Relli Ued 126 EKING ST VJ SHIPPENSBURG PA 17257 rrl -0 MAKE CHECK PAYABLE AND R~IT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT ({gUSE CARLISLE, PA ~17013 E ~ CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV =is'4-j-E'x-AFP--foY:03Y-NoTicE--oF-YtiHEifiTANcE-i"-A'Sc-A-PPRAisEifENT-:--ALrowAtfcE-oi-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CLEVENGER HELEN I FILE NO. 21 03-1048 ACN 101 DATE 09-06-2004 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) 140,000.00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 subllit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this forll with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 59,836.67 tax paYllent. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 199,836.67 APPROVED DEDUCTIONS AND EXEMPTIONS: 6,750.50 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,479.68 11. Total Deductions (11) 10.230 18 12. Net Value of Tax Return (12) 189,606.49 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 189,606.49 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) .00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 189,606.49 X 045 = 8,532.29 17. Allount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Allount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= 8,532.29 TAX CREDITS: nu m::n l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 02-11-2004 CD003554 407.89 7,750.00 07-16-2004 CD004166 .00 374.40 TOTAL TAX CREDIT 8,532.29 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 lIE IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~ t A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) , RESERVATION: Estatas of dacadants dying on or bafora Dacambar 12, 1982 -- if any futura intarast in tha astata is transfarrad in possassion or anjoymant to Class B (collataral) banaficiarias of tha dacadant aftar tha axpiration of any astata for lifa or for yaars, tha Commonwaalth haraby expressly reserves tha right to appraisa and assess transfer Inheritanca Taxas at the lawful Class B (collateral) rata on any such future intarest. PURPDSE OF NDTICE: To fulfill tha requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z3 of 2000. (12 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to tha Register of Wills printed on the reverse side. --Maka check or money order payable to: REGISTER OF HILLS, AGENT REFUND (CR): A refund of a tax cradit, which was not requested on tha Tax Return, may be requestad by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at tha Dffice of the Register of Wills, any of the 23 Ravenue District Dffices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). DBJECTIONS: Any party in interest not satisfied with the appraisament, allowanca, or disallowance of deductions, or assessmant of tax (including discount or interest) as shown on this Notice must object within sixty (60) 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 matter detarmined at audit of the account of tha personal representativa, OR --appeal to tha Drphans' Court. ADMIN- ISTRATIVE CDRRECTIDNS: Factual errors discovered on this assassment 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 (717) 787-6505. See page 5 of tha booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months aftar the dacedent's death, a five percent (57-) discount of the tax paid is allowed. PENALTY: The 157- tax amnesty non-participation penalty is computed on the total of the tax and interest assassed, 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 on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became dalinquent before January 1, 1982 bear intarest at the rate of six (67-) 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 Revanue. The applicable interest rates for 1982 through 2004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ zor- :oow+8 ~-1991 ~ :oornT zrn -W- .om4r 1983 167- .000438 1992 97- .000247 2002 67- .000164 1984 117- .000301 1993-1994 77- .000192 2003 57- .000137 1985 137- .000356 1995-1998 97- .000247 2004 47- .000110 1986 107- .000274 1999 77- .000192 1987 107- .000274 2000 77- .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will raflect an interest calculation to fifteen (15) days beyond tha date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. II ! CERTIFICATION OF NOTICE UNDER RULE 5.6Ca) Name of Decedent: Henrietta S. Robison Date of Death: September 21, 2004 Will No. 2004-01048 To the Register: I certify that notice of beneficial interest 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 29, 2004. William J. Robison James E. Robison 604 Park Avenue 344 Cherie Court New Cumberland, PA 17070 Ft. Walton Beach, FL 32548 William H. Robison 202 Green Lane Drive Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) . CQ~- Date: Ahv. 029. ;fooY - David ne, Esquire .- 414 Bridge Street .. New Cumberland, PA 17070 717-774-7435 f'-- I Capacity: Personal Representative X Counsel for Personal " Representative p -,.., ~ '-- 0'-- , REV-1500EX+(6_00) REV-1500 OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN ----_._.._.._-~._----,--_.- DEPT. 280601 FILE NUMBER HARRISBURG, PA 17128.0601 RESIDENT DECEDENT 21 -0 4 1 048 cooN'"rYC'CiOE ---VEAR- - - ~R- - DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I- z Robison, Henrietta, S 1 9 7 - 2 2 - 0 2 9 6 W DATE OF DEATH (MM.OO-Year) DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE C W 9/21/2004 4/2/1925 REGISTER OF WILLS U W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAl) SOCIAL SECURITY NUMBER C Robison, William J. 2 1 0-1 2 - 8 7 7 7 w (R] 1. Original Return o 2. Supplemental Return o 3. Remainder Retum (date of death prior to 12-13-82) I- ~~U) o 4. limited Estate o 4a. Future InlereslCompromise (date of death after 12-12-82) o 5. Federal Estate Tax Return Required u"'''' w~(.) J:o::9 ~ 6. Decedent Died Testate (AltachcopyotWill) o 7. Decedent Maintained a Living Trust (AltachoopyoITruSl) _ B. Total Number of Safe Deposit Boxes uo,.. 0, .. o g. Litigation Proceeds Received o 10, Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) o 11. Ejection to tax under Sec. 9113(A) (AIlach Seh 0) I- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TD: z NAME COMPLETE MAILING ADDRESS w 0 David H. Stone Es uire 414 Bridge Street z 0 0, FIRM NAME (If Applicable) '" w Stone LaFaver & Shekletski '" '" TELEPHONE NUMBER 0 u 717-774-7435 New Cumberland PA 17070 OFFICIAL USE ONLY l 1. Real Estate (Schedule A) (1) I 2. Stocks and Bonds (Schedule B) (2) 528,654.85 3. Closely Held Corporation, Partnership or Sale-Proprietorship (3) I 4. Mortgages & Notes Receivable (Schedule D) (4) i 10,056.50 i 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) i Z (Schedule E) ~::::l_~ __J 0 6. Jointly Owned Property (Schedule F) (6) i= o Separate Billing Requested <( ...J :J 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) I- (Schedule G or l) ii: <( 8. Total Gross Assets (total lines 1-7) (8) 574,540.87 U w 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10,056.80 0:: 10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule I) (10) 11. Total Deductions (tota/lines 9 & 10) (11) 10,056.80 12. Net Value of Estate (line 8 minus line 11) (12) 564,484.07 13, Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) 528.654.55 made (Schedule J) 14. Net Value Subject to Tax (line 12 minus line 13) (14) 35,829.52 SEE INSrRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Z 15. Amount of line 14 taxable at the spousal lax 0 35,829.52 X ~ (15) i= rale, or transfers under Sec. 9116 (a)(1.2) 0.00 <( 16. Amount of Line 14 taxabJe at lineal rate 0.00 X _ (16) 0.00 I- :J II.. 17. Amount of line 14 taxable at sibling rate 0.00 X .12 (17) 0.00 ~ 0 18. Amount of line 14 taxable at collateral rate 0.00 X .15 (18) 0.00 U ~ 19. Tax Due (19) 0.00 20. 0 << I Decedent's Complete Address: STREET ADDRESS 604 Park Ave CITY I STATE I ZIP New Cumberland PA 17070- Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 0.00 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 0.00 3. InteresVPenalty if applicable D. Interest E. Penalty 0.00 TotallnteresVPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter Ihe interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ............ .............................................................. 0 IKJ b. retain the right to designate who shall use the property transferred or its income; .... ................................... 0 IKJ c. retain a reversionary interest; or ........... ....................... ...................... ........................................... 0 IKJ d. receive the promise for life of either payments, benefits or care? ............. ............................................... 0 IKJ 2. If death occurred after December 12, 1982. did decedent transfer property within one year of death without receiving adequate consideration? ..................... ........................ .............. ................................ 0 IKJ 3. Did decedent own an "in trustlor" or payable upon death bank account or security at his or her death? .... ............. IKJ 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .... .................. ....... ................ ...... .................................. ........... .... [Xl 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. -L PA 17070 QATE C .0._1'.... ADDRESS PA 17070 For dates of dealh 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 PS. 39116 (a) (1.1) (i)l For dates of death on or after January 1, 1995, the tax rale imposed on the nel value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 39116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of Iransfers 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. 39116(a)(1.2)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneftciaries is 4.5%, except as noted in 72 P.S. 39116(1.2) [72 P.S. 39116(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. 39116(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. ~EV-1503 EX + (6-98) '* SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT , ESTATE OF FILE NUMBER Robison Henrietta S 21 04 1048 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 2017 shares Smith Barney Citigroup- PPL Corp. stock @ $46.90 each 94,597.30 2 5064 shares Smith Barney Citigroup-ACNB Corp stock @ $25.25 each 127,866.00 3 992 shares Smith Barney Citigroup-Exxon Mobile Corp. stock @ $49.49 each 49,094.08 4 264 shares Smith Barney Citigroup-Fortune Brands stock @ $74.44 each 19,652.16 5 756 shares Smith Barney Citigroup-Mercantile Banks stock @ $47.70 each 36,061.20 6 1566 shares Smith Barney Citigroup-PNC Financial stock @ $53.88 each 84,376.08 7 3057 shares Smith Barney Citigroup-Strategic Partners stock @ $14.33 each 43,806.81 8 2069 shares Smith Barney Citigroup-VanKampen Emerging Growth @ $35.38 each 73,201.22 TOTAL (Also enter on line 2, Recapitulation) $ 528654.85 (If more space is needed, insert additional sheets of the same size) ~EV-1508 EX + (6-98) . SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT , ESTATE OF FILE NUMBER Robison Henrietta S 21 04 1048 Include the proceeds of Htigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F, ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 10056.5 shares Smith Barney Citigroup-Money Market@ $1.00 each 10056.50 TOTAL (Also enter on line 5, Recapitulation) $ 10 056.50 (If more space is needed, insert additional sheets of the same size) . fEV-1509 EX + (6-98) '* SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTL Y.OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT , ESTATE OF FILE NUMBER Robison Henrietta S 21 04 1048 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT{S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. William J Robison 604 Park Avenue Spouse New Cumberland, PA 17070- B c JOINTLY-OWNED PROPERTY: LEITER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTlFVING NUMBER. AITACH DEED FOR JOINTL V-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1 A 09/30/0, Met-Life Investors Annuity #A2074366 52,350.07 50 26,175.04 joint with husband, William J. Robison on 9-02 2 A 09/30/0, Nuveen Investments-PA Premium Inc Municipal Fd 2 15,802.50 50 7,901.25 1050 shs. joint with husband, William J. Robison TOTAL (Also enter on line 6, Recapitulation) $ 34 076.29 (If more space is needed, insert additional sheets of the same size) --- .REV-1510 EX + (6-98) '* SCHEDULE G INTER-VIVOS TRANSFERS & COMMONWEALTH OF PENNSYLVANIA MISC. NON.PROBATE PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT , ESTATE OF FILE NUMBER Robison Henrietta S 21 04 1048 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV.1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME Of THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER THE OATE OF TRANSFER ATIACH A COPY OF THE DEEO FOR REAl ESTATE VALUE OF ASSET INTEREST VALUE (lFAPPlICA6LE) 1 PNC Bank-IRA Accl. #65001010046 1753.23 100. 1,753.23 beneficiary-William J. Robison TOTAL (Also enter on line 7 Recapitulation) $ 1 753.23 (If more space is needed, insert additional sheets oflhe same size) --- ~EV-1511 EX + (12-99) '* SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT , I ESTATE OF FilE NUMBER Robison Henrietta S 21 04 1048 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A FUNERAL EXPENSES: 1. Parthemore Funeral Home-funeral expenses 6,467.70 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees David H. Stone, Esquire 2,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Slate lip Relationship of Claimant to Decedent 4. Probate Fees Probate and copies 392.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Cumberland Law Journal-advertising grant of letters 75.00 8. The Patriot News Co.-advertising grant of letters 121.60 9. Reserve for closing expenses 500.00 TOTAL (Also enter on line 9, Recapitulation) $ 10,056.80 (If more space is needed, insert additional sheets of the same size) ----- HEV.1513EX.(,* SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT , ESTATE OF FILE NUMBER Rohison H'mrip.tt". S 21 04 104R RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (al (1.2)] 1 William J Robison Spousal 35,829.52 604 Park Ave New Cumberland PA 17070- ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET TI. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1 William J Robison Credit Sheltered Trust 528,654.55 604 Park Ave New Cumberland PA 17070- B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PARTII- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 528 654.55 (If more space is needed, insert additional sheets of the same size) ----- LAST WILL AND TESTAMEliIT OF HENRIETTA S. ROBISON I, HENRIETTA S. ROBISON, of the Borough of New Cumberland, County of Cumberland, and Commonwealth of Pennsylvania, declare this to be my last will and r~voke any will previously made by me. ITEM I: I bequeath my automobiles, household and personal I effects and other tangible personalty of like nature (not including cash or securities) together with any existing insurance thereon, to my husband, WILLIAM J. ROBISON, if he survives me by thirty (30) days. . Should my husband, WILLIAM J. ROBISON, not be living on the thirty- first (31st) day after my death, I bequeath such tangible personalty and insurance thereon to such of my children as are living on the thirty-first (31st) day after my death, to be divided among them by my Executor with due regard for their personal preferences in as nearly equal shares as .practical. ITEM II: If my husband, WILLIAM J. ROBISON, survives me by thirty (30) days, and if the federal estate tax due because of my death will be reduced by making this gift for his benefit, I devise and bequeath to my husband, WILLIAM J. ROBISON, absOlutely, an amount equal to the least amount (based upon values as finally determined for federal estate tax purposes) as shall be needed for the federal estate tax unlimited marital deduction to reduce the federal estate tax to the lowest possible figure after full use of all other deductions and credits allowable in calculating the federal estate tax, except that Page 1 of 9 c._..,...,.,., '. y) 'J;"i*;'f:"Ji!J'l~\~~~ ",'-' such amount shall be calculated without taxable estate by reason of generation-skipping transfers and without regard for any credit for state death taxes that would not otherwise be payable. Accordingly, I direct that: A. If the marital deduction, or any similar benefit, is alloW-able with-respecl: to any property, including property held by entireties, which my husband has received prior to my death or at my death will receive otherwil!e than pursuant.to this Item II, the vallie of such property shall be taken into consideration in calculating the size of the gift under this Item II. B. No properly ineligible for the marital deduction, or any similar benefit, shall be distributed.to this gift for my husband, WILLIAM J. ROBISON, pursuant to this Item II. C. Either cash or investments or both may be allocated to the gift under this Item II. D. Any property allocated under this Item II in be valued at the value at the dollar value of federal estate tax purposes. E. If any provision of this Item II shall result in depriving my estate of the marital deduction for federal estate tax Page 2 of 9 purposes, such provision is hereby revoked read as if any portion thereof inconsistent with allowance of the marital deduction for federal estate tax purposes is null and void. ITEM III: If my husband, WILLIAM J. ROBISON, survives me by thirty (30) days, I devise and bequeath the residue of my estate, of every nature and wherever situate, totheco~Truatees hereinafter ! named, IN TRUST, for the following uses and purposes: A. To pay the net income therefrOm to my husband, WILLIAM J. ROBISON, for and during his lifetime in such periodic installments as CO-Trustees shall find convenient, but at least as often as quarter-annually. B. As much of the principal of this trust as Co-Trustees, in their sole discretion, may from time to time think advisable for the support of my husband to maintain him in the station of life to " which he is accustomed at my death, shl;l.11 ,~ ,!lIi~O~(.~diQ ~~ldf .',t' . ~ : ~ "\:';"0 ,~~ !'~{ I , _,.",~J\:;,'f. ::);'lii,,-:~_ _"-~>_:t "_;~~); ___~_-_ :,.,';':_> '):_~_~~:>>,::; principal in each ,.yea'!;, inciluding,.the. Year,'Qfil~tJj;l~.''fi~., in excess of the greater of Five Thousand ($5,000.001 DOllarlil' or,five; , .. '--", Page 3 of 9 . ,:.......:...:.....";....,~'~ "",,,,,,,,.,,.,,,,,,",,.,,,," ,>' '''''~'::'i,^:)]iL''''': ,,~:. ;:'n~~~~~~:;r!~P;1~1;:,:1;'''".", ;y.,.'....,.".......". ".' (5%) percent of the then aggregate value of the trust principal. This power is non-cumulative and can be exercised only by an instrument in writing signed by my husband, and delivered to Co-Trustees. E. Upon the death of my husband, WILLIAM J. ROBISON, the Co-Trustees shall distribute the balance of the principal and any accumUlated and undistributed income to my children,WILLIAMB. 1 ROBISON and JAMES E. ROBISON, or their issue, persti-rpe$, '...'-. W\~ ITEM IV: If my husband, WILLIAM J. ROBISON, ~ll::~eae...~_ '.;tI(~ " dies on or before the thirtieth (30th) day followinC} my d6a'b:h:J.WllJi'''''''1!: devise and bequeath the residue of my estate of every nature wherever situate ineqdal 'lIharEls' tcf" such of my Children, WILLIAM H. ROBISON and JAMES E. ROBISON, as survive me by thirty (30) days. Should any of my above named children predecease or die on or before the thirtieth (30th) day following my death, I devise and bequeath the share of such child to his issue, per stirpes, living on the thirty~first following my death; and should any such bution.to . .' .. '_'~.,:.~ ~x,':'''}':::~;'.. .~ incapable of disbursing hisori"h'en";s'\\' cause, I devise and bequeath the share of each Trustees hereinafter named, IN SEPARATE TRUST, to hold, manage, invest Page 4 of 9 . and reinvest the share so received, and the accumulatibn'i:>1i'" , thereon, and to use and apply the income and principal, or so much thereof as, in. the Co-Trustees' discretion, may be necessary or appropriate for such child's support and education (including college education, both graduate and undergraduate) without regard to his, or -her parent's ability to provide for-such support or education,'to.make ! payment for these purposes, without further responsibility, to J3uch child or such child's parents or to any person taking care of such;,' child. Any principal or income not so applied shall be distributed to such child absolutely when he or she attains the age of twenty-one (21) years or-beComE!" 'coTlipetent. If he or she dies before obtaining age twenty-one (21) years or before becoming competent, the trust shall terminate and such shares shall be distributed to his or her personal representative. ITEM VI: The interests of the beneficiaries hereunder shall not be subject to anticipation or vpluntary,ol;:",.ill'llO,lg.qIt, .. ,.'....:i)'-;i;~')~~,).i:.,~ apportionment or right -; "")\" ;.:;! ).~,~J>.,,/, ,'<"i:e:.; ::"::':>':,/'::.;i';,;'t:,:-..,;?<;:,i,'\:1 ITEM VIII: My Executor and Co-Trustees shall havetheifdiI.;oliiing' '; powers in addition to those vested in them by law, and by other Page 5 of 9 .,' "f' provisions of my will applicable to all property, whether principal or income, including property held for minors, exercisable without court approval and effective until actual distribution of all property: A. To retain any or all of the assets of my estate, real or personal, inClUding stock of a corporate fiduciary or of its par~nt holding company, without regard to any principle of diversification. ! B. To invest in all forms of property, -i-nc;Luding stqcks, common trust funds and mortgage investment funds whet;I:!.~X' ~,p!'ii:~~e~+~:y my corporate fiduciary or others, without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, and" ....'" , "-'.. without regard' to any principle of diversification. c. To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. D. income, or to each, as personal representative, in requiring him to indemnify my estate against liability for the tax attributable to his income and to consent to any gift made by my Page 6 of 9 husband during my lifetime being treated as having been made one-half by me for purposes of the federal gift tax law. ITEM IX: I appoint my sons, WILLIAM H. ROBISON, and JAMES E. ROBISON, Co-Trustees of any trusts created by this my last will. ITEM X: I appoint my hU,sband, WILLIAM J. ROBISON, Executor of this my last will. Should my husband, WILLIAM J. ROBISON, fail to , " ---- qualify or cease to act as Executor, I appoint my sOfia, >\W<m.1\.i:tl_ II- ' ROBISON and JAMES E. ROBISON, Co-Executors with the'lili1tletMil'~~~:'?' ,,:-','~h'.~,,-::.,>({$.'>" "";-,,,r.l'd!~" duties of this my last will.o;>'"""'l'\"",!'~,!1Iii,'1t,""j.; ITEM XI: I direct that my Executor and Co-Trustees and their "successors shall not be required to give bond~or the faithful performance of their duties in any jurisdiction. XH WX~S WHEREOF, I, HENRIETTA S. ROBISON, have hereunto set my hand and seal this S~, day of ff)~Vf -L./ , 199L. ;J;I--oMJ;~'/ ~~ HENRIETTA S. ROBISON ,<...,~:~ - ~~~Ii. Address , Page 7 of 9 ~ COMMONWEALTH OF PENNSYLVANIA) ) 55. COUNTY OF CUMBERLAND ) I, HENRIETTA S. ROBISON, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to raw do hereby acknowledgetliat I signed and executed this . i instrument as my last will; that I signed it willingly and that I signed. it as my free and voluntary act for the pUrposes the~ein contained. . ~ 2i~/74; J: 7?~,~~ / B:ENRIETTA S. ROBISON.'.. Sworn to or affirmed to and acknowledged before me by HENRIETTA S. ROBISON, the Testatrix, this 6+L. day of. 1l1~ , 199'8 _ . NOTARIAL SEAl KAYE R. LUCKEY. Notary Public New' . the witnesses whose names instrument, being duly qualified according to law, Page 8 of 9 '-. '................... we were present and saw Testatrix sign and execute the instrument as her last will; that Testatrix signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind arid ! under no constraint or undue influence. .-'"., . . Sworn to or affirmed to and acknowledged before me by ~Il~ to\ ..r-.;-nA..Jtr and G P:.r;".f J... :r ,~l," ~ I.d.:." lu' , witnesses, this b"\. day of {)Pc:..D -.. '- a..- , 199~. Page 9 of 9 """T 0:;........ -=-....l:...J..... ...,-............. "..........",,' ... o PNCBAN< January 27, 2005 David H. Stone 414 Bridge Street P.O. Box E NewCumberIand,PA 17070 RE: Estate of Hemietta S. 'Robison, deceased ., SSN: 197-22-0291> .. DOD: 912112004 Dear Mr. Stone: In response to your request for Date of Death balances for the customer noted above, our records show the following: CheclWag ACCOUDt Aciiount#5]40053318 ~ .", Established 0910111971 WILLIAM J ROBISON HENRlE1TA S ROBISON DOD balaooe: SI6,]00.74 + S.74 accrued interest SaYings Account Account #5000625556 Established 07/1411999 HENRlETIA S ROBISON WILLIAM J ROBISON DOD balance: SI8,910.03 + S3.82 aocrued interest IRA AUOllIIt Account #65001010046 Established 0]/]6/1986 HENRlElTA S ROBISON DOD balance: $1,751.07 + $2.16 accrued interest For IRA or BeDdidary inrormatioD, plea.e calJl..fl88-PNC-IRAS. The decedent lI'a;nta;...-.t Investment Account (INV #71476195). For further information A:u may call the Brokera~ Department at 1-800-762-6111. A....f\"";';; + cd MS..J",,,t w l.u\t\\o...... -::r Rob151f't'o- lP"\. '1-o~ dI... 'nut. ' ~~. Page Jof2 . JHN-O::::b-O;:::IQl:::J:::;. .1(.,,)( r1'1.....'OHl'1r'\ -'.1."-. ''-''-' .....,......... , .......... Sefe Deposit Box lIlT Established 12/0411987 WILLIAM J ROBISON HENRlElTA S ROBISON Located: NEW CUMBERLAND BRANCH 331 BRIDGE STREET NEW CUMBERLAND PA 17070 717-774-8743 Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, CMnn"lg and Savings accounts). We do Dot process any fiDeDCial traDIlIdioD' or provide ltatemeDtl. If you need assistance with any of these items, please call1-888-PNC-BANK. (1-888-762-2265) or SlOp by your local PNC Bank branch office. Sincerely, ~Lt L/Je1h. Rachelle Wells 1-800-762-1775 P7-PFSC-04-F 500fimAvc. Pil1sbuqjh P A J 5219 Page2of2 '". . Membc< FDIC SMITH BARNEY.... March 4, 2005 CltlgroUpJ David H. Stone Stone LaFaver & Shekletski 4 I 4 Bridge Street P.O. Box E New Cumberland, PAl 7070 RE: Account Number 652-59661-12-214 Estate of Henrietta S. Robison DaD: September 21,2004 . Dear Mr. Stone: The following are the date of death values for the above referenced account: Quantity Security High Low Close 10,056.50 Bank Deposit Program 1.00 1.00 1.00 Money Market 5064 ACNB Corp. 25.50 25.00 25.25 992 Exxon Mobil Corp 49.62 48.49 49.49 264 Fortune Brands 74.44 73.81 74.44 756 Mercantile Banks 47.90 47.39 47.70 1566 PNC Financial 53.91 53.22 53.88 2017 PPL Corp 46.95 46.50 46.90 3057 Strategic Partners 14.33 14.33 14.33 2069 VanKampen Emerging Growth 35.38 35.38 35.38 If you have any questions or need anything further, feel free to give me a call at 215-854- 6117. Thank you. cardino Senior Client Services Assistant to Brian Stephenson Financial Consultant Gtlgronp Global Muk,,, Int. On, Lib",y PI", 1650 Muktt S"ttt. 45th Floo, Phil,ddphi,. PA 19103-7301 Td 215 854 6000 F" 215 854 6125 Toll F", 800 2331414 THE INFORMATION SET FORTH WAS OBTAINED FROM SOURCES WHICH WE BELIEVE RELIABLE BUT WE DO NOT GUARANTEE ITS ACCURACY OR COMPLETENESS. NEITHER THE INFORMATfON NOR ANY OPINION EXPRESSED CONSTITUTES A SOLICITATION BY US OF THE PURCHASE OR SALE OF ANY SECURITIES. I .........~ w" .Lu. .LU j.L t t...JUUL....... Il,.... U..../LU/Lt.JU:..J FAX NO. 5!54574301 .'. 01 . ~:51 Ai': NEil ENGLAND. ANNUITIES /0 : -- / ;'/Jq MetLifelnvestors ., M:<y 20, 20US WII-LI..\.M& IlcNRJtTTA ROilISOl\, A TT~: BONNlI3 SNYDER FA>: (717) 730.0254 IU:: Coa"'~ NUmber: A2074366 Dear Sir Or Mlld_: TIuudc you for your r<<eat i11qlliry regilfdinll the date of dclldlllCcollnl nluo ofOOe 3l1I\Uity contJ"lICt ...ferencod above. As ofSeprembtr 21,2004. the a.ccount value "'as $52.350.07. Thank }'Ou a.lIin for the oppol1Wlity to scnre }'OIII' mvCSlmem needs. We appreciate }'Our busi"".. rtyou have lIlY qUCllliollS COIlcorning the ab.>vc, Or)'OUr tODlr1lC1 in ~aI, please call an Anm,it;. Polity SCI'\'icc R~ at (800) 284-4S36. Our SllIffwill gladly 1ISIIiSl you betwCC!J the hours of7:30 am. lIlId 5:30 P.JD., CCDtraI Time. Monday throush Thllnday. ilId Jiom 7~30 a.m. until 5 ')(l p.m.. Friday. (}ftik ffaM-h~ Amb",. HlIrthoo", Annuity Policy Service Dcplllllntlnl -"'-lIM_c",,- ,..,... a.w All CA. ~. . .......__ I'w '-_,,*, "h, ~(.:,;: .~ .:3:3(,. .~~") c.,;.,., I-~.:.-;...'< :~I '\.'.<)~ :,\ ,'J.PIOg..::s.;.:; ...l.-'Co) i;~I;JQ'.......' 'bt....;.~ 5...!.... 2D\J V"L: .),..~ ,....\..;,.'" ... ~":':26t",'V:;; . MSN Money - NPY - Stock chart, Index chart Page 1 of2 , M5N Home My M5N Hotmail Shopping Money People & Chat Sign In Web Search: j,.'C,....W7.b,dJ! msn'\~ Money IGor -tk I)(i:;f.L Search MSN Money: CNSC Help r Horne Nev!'; P'dllkilHI Investing fJlzmninq faxes [\1~{ Money Portfolio Loans Insul-ance Investing Home Portfolio Markets Stocks Funds ETFs Commentary Brokers CNBC TV Quote, Chart, News Name or SYmbol: npy IGol Find Symbol Print Reoort Snapshot Company Report Download File 5nol,>\I Chart Quotes Nuveen PA Premium Income Muni Fund Charts Date High Low Close Volume Historical 9/30/2004 15.1800 15.0100 15.1200 19,000 Real-Time Intraday 9/29/2004 15.2400 15.1800 15.1800 14,100 Key Developments 9/28/2004 15.3000 15.1700 15.2300 7,800 Recent News 9/27/2004 15.2300 15.0800 15.2300 2,000 Research 20,800 9/24/2004 15.1500 15.0600 15.1400 5EC Filings Advisor FYI 9/23/2004 15.1400 15.1000 15.1000 3,800 Stock Rating 9/22/2004 15.1300 15.0800 15.1300 4,300 Earnings Estimates 9/21/2004 15.1300 14.9700 16,600 /5_05 X (050 Analyst Ratings 9/20/2004 15.0800 14.9800 1S.0200 14,200 i( 5,80;)-50 Financial Results Insider Trading 9/17/2004 15.1500 15.0300 15.1500 7,800 Ownership 9/16/2004 15.1600 15.0200 15.1500 10,500 Community 9/15/2004 15.1500 15.0500 15.1500 14,000 Guided Research 9/14/2004 15.1500 15.0900 15.1500 7,300 Research Wizard 9/13/2004 15.1900 15.0800 15.1900 4,500 Find Stocks 9/10/2004 15.2000 15.0700 15.1700 11,900 Stock Screener 9/9/2004 15.1900 15.0500 15.1900 9,100 Power Searches 9/8/2004 15.1900 15.0200 15.1500 10,700 Top Rated Stocks 9/7/2004 15.1500 15.0500 15.1500 4,100 Related Links 9/3/2004 EXRert Picks 15.1900 15.0000 15.1100 25,300 E,rnail & Alerts 9/2/2004 15.3500 15.1500 15.1800 10,600 IPO Center MesSilge Boards 9/1/2004 15.1800 15.0000 15.1500 9,600 Ci3pital_ Gains Analysis I Trade Now I http://moneycentral.msn.comJinvestor/charts/chartdl.aSP?Symbol=npy&DateRangeForm=... 6/15/2005 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of Henrietta S Robison No.21 04 1048 also known as Date of Death 9/21 /2004 , Deceased Social Security No. 197-22-0296 William J. Robison. Executor Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. IfWe 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. perso:?{ Repr:.sentative: Name of ~ 1$;-4'-771 ;), JQlI~ Attorney: David H. Stone, Esquire i iam J Robison 1.0. No.: #39785 604 Park Ave New Cumberland 17070- Address: 414 Bridqe Street Dated ?/Z"2/ay New Cumberland PA 17070 Telephone: 717-774-7435 Description Value 10056.5 shares Smith Barney Citigroup-Money Market@$1.00each 10,056.50 1566 shares Smith Barney Citigroup-PNC Financial stock @ $53.88 each 84,376.08 2017 shares Smith Barney Citigroup- PPL Corp. stock @ $46.90 each 94,597.30 5064 shares Smith Barney Citi9roup-ACNB Corp stock @ $25.25 each 127,866.00 992 shares Smith Barney Citigroup-Exxon Mobile Corp. stock @ $49.49 e 49,094.08 264 shares Smith Barney Citigroup-Fortune Brands stock @ $74.44 each 19,652.16 Total 538,711.35 (Attach Additional Sheets jf necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the erection of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 - Continuation of Inventory Henrietta S Robison 21 04 1048 Paqe 1 Description of Inventory Description Value 756 shares Smith Barney Citigroup-Mercantile Banks stock @ $47.70 eac 36,061.20 3057 shares Smith Barney Citigroup-Strategic Partners stock @ $14.33 e ch 43,806.81 2069 shares Smith Barney Citigroup-VanKampen Emerging Growth @ $3 .38 each 73.201.22 Subtotal $ 153,069.23 Grand Total $ 538,711.35 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of Henrietta S Robison No.21 04 1048 also known as Date of Death 9/21/2004 , Deceased Social Security No. 197-22-0296 William J. Robison Executor Personal Representative(s) ot the above Estate, deceased, verify that the items appearing in the fOllowing inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent. that the valuation placed opposite each item of said inventory represents Its fair value as of the date of the Decedent's death. and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. l!We verify that the statements made in this Inventory are true and correct. l!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. Personal Representative: . Name of J!flt/$L~n. >>, !Q(J~~ Attorney: David H. Stone, Esquire i iam J Robison 1.0. No.: #39785 604 Park Ave New Cumberland 17070- Address: 414 Bridqe Street Dated ~ /Z2/(J..?' New Cumberland PA 17070 Telephone: 717-774-7435 Description Value 10056.5 shares Smith Barney Citigroup-Money Market @ $1.00 each 10,056.50 1566 shares Smith Barney Citigroup-PNC Financial stock @ $53.88 each 84,376.08 2017 shares Smith Barney Citigroup_ PPL Corp. stock @ $46.90 each 94,597.30 5064 shares Smith Barney CitigrouP-ACNB Corp stock @ $25.25 each 127,866.00 992 shares Smith Barney CitigrouP-Exxon Mabile Corp. stock @ $49.49 e .49,094.08 264 shares Smith Barney Citigroup-Fortune Brands stock @ $74.44 each 19,652.16 Total 538,711.35 (Attach Additional Sheets jf necessary) NOTE: The Memorandum of real 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. RW-4 Continuation of Inventory Henrietta S Robison 21 04 1048 Pa e 1 Description of Inventory Description Value 756 shares Smith Barney Citigroup-Mercantile Banks stock @ $47.70 eacr 36,061.20 3057 shares Smith Barney Citigroup-Strategic Partners stock @ $14.33 e ch 43,806.81 2069 shares Smith Barney Citigroup-VanKampen Emerging Growth @ $3 .38 each 73,201.22 Subtotal $ 153,069.23 Grand Total $ 538,711.35 09-26-2005 ROBISON 09-21-2004 21 04-1048 CUMBERLAND 101 APPEAL DATE: 11-25-2005 (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 ~~!_~~9~9_!~!~_~!~~------~---~~!~!~_~9~~~_~9~!!9~_E9~_Y9~~_~~~9~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX HENRIETTA S FILE NO. 21 04-1048 ACN 101 BUREAU Of INOIVIDUAL:TAXES--, ,"'-,/,\- INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE Of INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE Of DEDUCTIONS AND ASSESSHENT Of TAX t'Jr .~,. DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN ~ 1 ~ '.'. J DAVID H SlONE STONE HAL 414 BRIDGE ST NEW CUMBERLAND ESQ PA 17070 ESTATE OF ROBISON REV-1547 EX AFP 106-05) HENRIETTA S TAX RETURN WAS: (X) ACCEPTED AS fILED CHANGED DATE 09-26-2005 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 C) 4. Hortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule f) 7. Transfers (Schedule G) 8. Total Assets 11) (2) (3) (4) (5) (6) (7) .00 528,654.85 .00 .00 10,056.50 34,076.29 1,753.23 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) 110) 10,056.80 .00 (11) 112) 113) 114) NOTE: IT an assessment was issued previously, lines reTlect Tigures that include the total oT Ahh ASSESSMENT OF TAX: IS. 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 TAX CREDITS: NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 574,540.87 10.056 80 564,484.07 528,654.55 35,829.52 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. ..."...:.., """.~~.., .+, AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 35,829.52 X 00 " .00 X 045" .00 X 12 " .00 X 15 " 119)= Lineal/Class A rate rate Collateral/Class B rate 115) 116) 117) 118) · If PAID AfTER DATE INDICATED, SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST. .00 .00 .00 .00 .00 Rt. If TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. If TOTAL DUE IS REflECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS.) STATUS REPORT UNDER RULE 6.12 Name of Decedent: Henrietta S. Robison Date of Death: September 21, 2004 Will No. 21-04-1048 To the Register: 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. Yes ~ State whether administration of the estate is complete: No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes No X (b) The separate Orphans' Court No. (if any) for the personal representative's account is: N/A (c) Did the personal representative state an account informally to the parties in interest? Yes~ No (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court a be at ached to this report. Date: II- 3-<0< o ,\1 ire , v 414 Brldge Street New Cumberland, PA 17070 717-774-7435 r- o Capacity: Personal Representative .. t ,~' X Counsel for Personal Representative ;,'~~: d est\rel\ROBISON,HENRIETTA-recrelwaiv IN RE: ESTATE OF HENRIETTA S. ROBISON LATE OF THE BOROUGH OF NEW CUMBERLAND, CUMBERLAND COUNTY, PENNSYLVANIA IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-04-1048 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, WILLIAM J. ROBISON, being one of the beneficiaries under the will of Henrietta S. Robison, do hereby acknowledge that I have received all sums of money and property due me by virtue of the death of Henrietta S. Robison, in full satisfac- tion and settlement of all of my rights and claims under her estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportuni ty to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, WILLIAM J. ROBISON, do by these presents, remise, release, quitclaim and forever discharge the Executor, his heirs, successors and assigns, from the acts of the Executor as aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executor. IN WITNESS WHEREOF, I have hereunto set my hand and seal the 2\( day of ()<-~')~... , 2005. ;~..t ..-( - Wi \ " L(/1?~\:i. /;<~~ WILLIAM J. dOB~SON COMMONWEALTH OF PENNSYLVANIA: SS: COUNTY OF CUMBERLAND ~ On this, the d~ day of B~"V , 2005, before me a Notary Public, the undersigned officer, personally appeared WILLIAM J. ROBISON, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. ~ COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL KATHLEEN KEIM, Notary Public New Cumberland Bora. Cumberland Co. My Commission Expires Dec. 5, 2006 -2-