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Home My WebLink About04-1082 PETITION FOR PROBATE and GRANT OF LETTERS Es'tare °f --D°r°thy J' Reid NO. also known as TO: Register of Wills for the : Social Security No. 198-30-4674 Deceased. County of Cumberland in thd Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or o der an the execut°rs _ named in the last wit! of the above decedent, dated_ August 10, 2001 - , I9 and codicil(s) dated n/a (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland her _ last family or principal residence at 45 Creek Road, New'tile, - County, Pennsylvania, with ~mber~C°unty,~ia 17013 -- i _ (list street, number and muncipality) Decendent then 68 years ofa{,o ,4' ,4 October 18, 2004 at Newville, ~umberland County, Pennsylvanla _, 19_ ! , Except as follows, decedent did not marry, was not divorced and did not have a child born or adopt~i 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 $_~ (If not domiciled in Pa.) Personal property in Pennsylvania $ / - (If not domiciled in Pa.) Personal property in County $ Value of real estate iu Pennsylvania situated as follows: $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(S) presented herewith and the grant of letters testamentary lheron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a OATH OF PERSONAL REPRESENTATIVE EOMMONWEALTH OF PENNSYLVANIA 3 UOUNTY OF Cumberland j~ SS Thc petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are~ rue and correct to the Vest of the knowledge and belief of petitioner(s) and that as personal represen- alive(s) of the abm:e dc. cedent petitioner(s) will '9q~ll and truly administer the estate according to law. ;worn to or affirm~and subscribed A~Aa "*~' ,eforemethi, ' _day of ~s~qo~efiJ - ) : ' ~ November 2004 ~ ~ ~ Estate of DOROTHY J. REID , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW November L.d ,2004 19__, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated August 10, 2001 described therein be admitted to probate and filed of record as the last will of DOROTHY J. REID ; and Letters testamentary are hereby granted to James D. Flower, Jr. FEES Probate, Letters, E~c .......... $ i. 2./.'(. James D. Flower, Jr., Esquire ~27742 Short Certificates())Z ........ $ -~ [~¢ A~ORNEY (Sup. Ct. I.D. Na.) .... ' ~ ~ $ I ..~). ~ 26 West High Street, Carlisle, PA 17013 G (~. V $~ ~OVaESS TOTAL $[{ ~ ~C 717-243-6222 Filed ................................... PHONE : ' < ' ': DC: 1 Z~04, CERTIFICATE OF DEATH ,-~--(,.,,~[~, k,~' ,,.~ October ~9 2004 ,~. LAST WILL AND TESTAMENT OF DOROTHY J. REID l, DOROTHY J. REID, of 210 West Ridge Street, Carlisle, Cumberland C unty, Pennsylvania, being of sound and disposing mind, memory and understanding, dc make, publish and declare this as and for my Last Will and Testament, hereby re'¢oking and making void any and all former Wills, Codicils, or writings in the nature th, ;reof, by me at any time heretofore made. FIRST: I hereby order and direct my Executor, hereinafter named, to pay al my just debts, funeral expenses, testamentary expenses and all Inheritance, Estate, T~ msfer and Succession Taxes, as soon as may be conveniently done after my death, ot: of my residuary estate. SECOND: make the following specific bequests: A. give the sum of One ($1.00) Dollar to my son. DONALD A. M KEEHAN; B, give my husband, Carmen's, wedding band and black onyx rir with the letter "C"to my grandson, BALTON A. McKEEHAN. C. I give my wide wedding band and largest diamond ring to my gr ~ddaughter, SADIE L. McKEEHAN; D. I give my medium diamond ring and medium width wedding b nd and rose ring to my daughter, CAROL McKEEHAN; E. I give my small diamond ring and pinky ring to my great g~ 3nddaughter, REGAN; F. I give my Mother's ring (with birth stones) to my g~ ]nddaughter, NICOLE R. DONATO; G. I give my husband, Carmen's, high school class ring to my g~ ~ndson, ELI D. DIVEN; H. I give my Victorian chair with a rose embroidered on the seat to my daughter, CAROL McKEEHAN, with the request that she eventually leave this cf ]ir to my granddaughter, SADIE L. McKEEHAN; I. I give my husband's old wooden chair that he used to hang hi acket on to my grandson, DALTON A. McKEEHAN; J. I give my small rocking chair to my granddaughter, SADIE L. M [EEHAN; THIRD: I hereby give, devise and bequeath my entire residuary estate a~ folJows: A. One-sixth (1/6) thereof to my granddaughter, NICOLE R. DC ,NATO, of Mount Holly Springs, Pennsylvania; B. One-sixth (1/6) thereof to my grandson, ELI D. DIVEN, of C( ~terville Road, Newville, Pennsylvania; C. One sixth (1/6) thereof to my granddaughter, SADIE L. ;KEEHAN, of 801 Centerville Road, Newville, Pennsylvania; D. One sixth (1/6) thereof to my grandson, DALTON A. ;KEEHAN, of 801 Centerville Road, Newville, Pennsylvania; E. One-sixth (1/6) thereof to my son, JOHN R. McKEEHAN, J L, of Newville, Pennsylvania; and F. One-sixth (1/6) thereof to be divided in equal shares among rr grandchildren, SADIE L. McKEEHAN and DALTON A. McKEEHAN, of 801 C qterville Road, Newville, Pennsylvania, and my son, JOHN R. McKEEHAN, JR., of N ,wville, Pennsylvania. FOURTH: Should my said grandchildren, SADIE L. McKEEHAN or D ~LTON L. McKEEHAN, inherit assets under this Will, before reaching the age of m ~jority, I appoint my daughter, CAROL McKEEHAN, as guardian of the estate of each c[ Id's share. LASTLY: I nominate, constitute and appoint, JAMES D. FLOWER, JR., to bE the Executor of this my Last Will and Testament. In the event that he shall be unable to serve as Executor for any reason, I appoint any other attorney in the law firm of S¢ IDIS, SHUFF, FLOWER & LINDSAY, or its successor firm, as Executor hereof. No e~ ,"cutor shall be required to file bond in this or any other jurisdiction. 3 IN WITNESS WHEREOF, I have hereunto set my hand and seal this / ~ Cd, day of '/~'~'i, ~t- ,2001. Eror~thy ,]. Re~J SEALED, PUBL~HmJ a id :CLARED in the presence of: -,,.'-4% / 4 )MMONWEALTH OF PENNSYLVANIA : : SS )UNTY OF CUMBERLAND : I, DOROTHY J. REID, Testatrix, whose name is signed to the attached or 'egoing instrument, having been duly qualified according to law, do hereby a( knowledge that I signed and executed the 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 e: )ressed. Sworn or affirmed to and acknowledged before me, by DOROTHY J. REID, ti'Testatrix, this I0'(::;~ dayof '~,.k.~ ~,. ,2001. ~'~¢oth~y J. Reid, Testatrix 3MMONWEALTH OF PENNSYLVANIA : : SS C )UNTY OF CUMBERLAND : We, Sharon Simpson and James D. Flower, Jr. ~ witnesses whose names are signed to the attached or foregoing instrument, being di [y qualified according to law, do depose and say that we were present and saw L,,statrix sign and execute the instrument as her Last Will; that DOROTHY J, REID si]ned willingly and that she executed it as her free and voluntaw act for the purposes th 9rein expressed; that each of us in the hearing and sight of the Testatrix signed the Will ~, witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or 3re years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by Sharon Simpson a ,d James D. Flower, Jr. this { O~day of J.~ ,2001. Witness Witness ~_ o sty Publicist 6 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT FLOWER JAMES 0 JR 26 WEST HIGH STREET CARLISLE, PA 17013 --- told EST A TE INFORMATION: SSN: 198-30-4674 FILE NUMBER: 2104-1082 DECEDENT NAME: REID DOROTHY J DATE OF PAYMENT: 01/18/2005 POSTMARK DATE: 01/18/2005 COUNTY: CUMBERLAND DATE OF DEATH: 10/18/2004 NO. CD 004848 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,575.00 I I I I I I I I TOTAL AMOUNT PAID: $1,575.00 REMARKS: CHECK# 93 SEAL INITIALS: MW RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WillS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF I~BERITANCE TAX ~E~~~O~~CE DR DISALLOWANCE , ':eli\" lieil1Jl;p;DIIs,. AND ASSESSHENT OF TAX ~"--i,-i':>-: I. '~ ',.::,.1_':, 09-13-2005 REID 10-18-2004 21 04-1082 CUMBERLAND 101 APPEAL DATE: 11-12-2005 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ..... REv:is4;-Ex-AFP-io3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLONANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DOROTHY J FILE NO. 21 04-1082 ACN 101 I l ;DATE ,: lisTATE OF DATE OF DEATH FILE NUMBER T,T COUNTY ACN BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 ZQfJ5 SEP I 3 PI1 CLEr:(, JAMES 0 FLOWER SAIDIS ETAL 26 W HIGH ST CARLISLE JR ESQ PA 17013 ESTATE OF REID '* REV-1547 EX AFP (06-05) DOROTHY J TAX RETURN WAS: I X I ACCEPTED AS FILED DATE 09-13-2005 I CHANGED 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 (Sch.dule C) ~. 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 III (21 131 ('II (51 161 171 .00 .00 .00 .00 37.435.91 .00 .00 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Ad.. Costs/Misc. Expenses (Schedule H) 10. Debts/Kortgage Liabilities/Liens (Schedule I) 11. Totel Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Est.te Subject to Tax 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~ ~ returns assessed to date. ASSESSMENT OF TAX: 15. hount of Line 14 at Spousal rat. (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. hount of Line 14 .t Sibling rat. (17) 18. A~unt of Line 14 taxable at Collateral/Class Brat. (18) 19. PrinciPIIl Tax Du. NOTE: (91 1101 7,607.00 00 = 045 = 12 = 15 = 1191= NOTE: To insure proper credit to your account, submit the upper portion of this for. with your tax pay...,t. 37,435.97 13.6:>1 10 23,814.81 .00 23,814.81 .00 1,071.66 .00 .00 1,071.66 TAX CRE ITS, l+' AI1DUNT PAID DATE NUllBER INTEREST/PEN PAID (-I 01-18-2005 CD004848 53.58 1,575.00 TOTAL TAX CREDIT 1,628.58 BALANCE OF TAX DUE 556.92CR INTEREST AND PEN. .00 TOTAL DUE 556.92CR 6.014.10 1111 1121 1131 1141 .00 X 23,814.81 X .00 X .00 X . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU HAY BE DUE \\'L A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ..BUREAU OF INDIVIDUAL TAXES DEPT,280601 HARRISBURG, PA 17128.0601 REV-1162 EX( "-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT FLOWER JAMES D JR 26 WEST HIGH STREET CARLISLE, PA 17013 ______u fold ESTATE INFORMATION: SSN, 198-30-4674 FILE NUMBER: 2104-1082 DECEDENT NAME: REID DOROTHY J DATE OF PAYMENT: 01/18/2005 POSTMARK DATE: 01/18/2005 COUNTY: CUMBERLAND DATE OF DEATH: 10/18/2004 NO. CD 004848 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,575.00 I I I I I I I I TOTAL AMOUNT PAID: $1,575.00 REMARKS: CHECK# 93 SEAL INITIALS: MW RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS CERTIFICATION OF NOTICE UNDER RULE 5.6@} Name of Decedent: Date of Death: Estate No.: To the Register: DOROTHY J. REID October 18, 2004 21 - 04 - 1082 I certify that notice of the beneficial interest estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on January J ,-=3 , 2005. Name Donald A. McKeehan Dalton A. McKeehan Sadie L. McKeehan Carol McKeehan Regan Donato Nicole R. Donato Eli D. Diven John R. McKeehan, Jr. Address 219 Mooredale Road, Carlisle, PA 17013 801 Centerville Road, Newville, PA 17241 801 Centerville Road, Newville, PA 17241 801 Centerville Road, Newville, PA 17241 110 Woodview Drive, Mt. Holly Springs, PA 17065 110 Woodview Drive, Mt. Holly Springs, PA 17065 52 Broad Street, Newville, PA 17241 45 Creek Road, P. O. Box 36, Newville, PA 17124 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: January (] t,L -- c::i toO LLl .. c~) - c:: U'U' CO c CO. 0: <,'-, "'__J Li.i c:,:.~ ('- (~~) <:..-, Lu c::: _:I- /f,~; (f) 2.~;~~.,' c' ~ 0- - -. (: -.- .~;.. -j !..(".:) C::;> = '" .2005 ~Ut~ ~. Signature SAlOIS, SHUFF, FLOWER & LINDSAY Name Address James D. Flower, Jr. 26 West High Street Carlisle, PA 17013 Telephone (717) 243-6222 Capacity: ~ Personal Representative _ Counsel for Personal Representative y1; COMMONWEALTH OF PENNSYLVANIA COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION NOTICE OF CLAIM In Re: The Estate of: DOROTHY J REID Court File No: 21041082 Deceased TO: THE CLERK OF THE ORPHANS' COURT DIVISION: Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A. !j3532(b)(2). MBNA AMERICA Claimant's name: ~~< 1) 2) P.O. BOX 15137 Claimant's address: WILMINGTON. DE 19850--5137 877-767-9383 Creditor listed below is the owner and holder of a claim in the amount of $ 895.40 -I r-.) 3) (~,n \.0 4) The facts upon which this claim is based: This claim is based on an account for credit evidenced by the attached Affidavit of Account Stated. 5) Decedent's address: POBOX 36 CARLISLE, PA 17013 6) Date of Death: 10/18/04 7) That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by On behalf of the claimant, I do solemnly declare and affirm under the penalties of perjury that they Information and representations made herein are true and correct to the best of my knowledge, information and belief. Dated:_1 /)tJ~ ~ ~ Leah Schenkenberg/Jesslca Lerbs - A resentatlve-in-Fact For MBNA America Written notice of claim was given to Personal Representative and/or his/her counsel as stated below: JAMES FLOWER JR Name 26 w HIGH ST Add ress CARLISLE, PA 17013 City/State/Zip / .5' L! ( LO) Date notice 'mailed " IN RE ESTATE OF:DOROTHY J REID AFFIDAVIT OF ACCOUNT The undersigned, being first duly sworn deposes and states the follows: 1. Your Affiant is authorized by the Claimant as its Authorized Representative- In-Fact to make this Affidavit. 2. Your Affiant has reviewed the account records of the Claimant with respect to the decedent. Your Affiant is familiar with these records and accounts and reviews them as a regular part of his/her duties. 3. The Decedent purchased merchandise in the amount of$ 895.40 evidenced by account number 4313033358001852 4. The unpaid balance does not include any post-death late payment charges, accrued interest, collection costs or attorney's fees. Further your affiant sayeth not MBNA America. By:{2_ o f' #. d~ ) ne 0 Its onze epresentattves; Leah Schenkenberg ~ Jessica Lerbs~' MBNA America P. O. Box 15137 Wilmington, DE 19850-5137 Subscribed and sworn before me This / () day of ~ ,2005. ~ STE A JOHNSON NOTARY PUBLIC - MINNESOTA MY COMMISSION EXPIRES 1/31/08 REV-1500EX (6-00) REV-1500 FILE NUMBER 21 04 1082 .' COMMONWEALTH OF PENNSYLVANIA , - ..,. . DEPARTMENT OF REVENUE DEPl 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT COUNTY CODE YEAR NUMBER I- Z W C W () W C DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL) REID, DOROTHY J SOCIAL SECURITY NUMBER 198-30-4674 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER DATE OF DEATH (MM.DD-YEAR) 10/18/2004 o 3. Remainder Return (dale of dealh prior 1012.13.62) o 5. Federal Estate Tax Return Required 1 8 Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) I DATE OFBIRTH'(MM.DD.YEAR) 103/04/1936 - - ---------- ----- -------- (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST. AND MIDDLE INITIAL) W I- l<::!!:(/) ulrl<: wD..U :x: 0 0 ulr..J D..lD D.. <( ~ 1. Original Retum o 4, Limited Estate o 6. Decedent Died Testate (Attach copy of Willi o 9, Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (dale of dealh after 12.12.62) o 7. Decedent Maintained a Living Trust (Attach copy of Trusl) o 10. Spousal Poverty Credit (dale of death between 12.31.91 and 1.1.95) THIS SECTION MIiJST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: z o !;;: ...J ::J ~ a.. <( () w 0::: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4, Mortgages & Notes Receivable (Schedule D) 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 Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12 Net Value of Estate (Line 8 minus Line 11) (1) (2) (3) (4) (5) I- Z W C Z o D.. (/) w lr lr o U NAME James [). F.I().....~r-'uJr., Es~i~~________ FIRM NAME (If Applicable) Saidis, Shuff, Flower & Lindsay - ------- --------------- - -- - - TELEPHONE NUMBER (717) 243-6222 COMPLETE MAILING ADDRESS 26 West High Street Carlisle, PA 17013 37,435.91 (6) (7) 37,435.97 (9) (10) 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) (8) 7,607.00 6,014.10 (11) (12) (13) 13,621.10 23,814.81 0,00 (14) 23,814.81 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ ~ ::J a.. ~ o u >< ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x ,0 (15) 23,814.81 x ,0 45 (16) 1,071.66 (19) 1,071.66 16. Amount of Line 14 taxable at lineal rate 17 Amount of Line 14 taxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: STREET ADDRESS 4~ Creek Road CITY Newville I STATE PA --------TZ'P17241 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 1,071.66 1,575.00 ~._-----_._._--------,---- 82.89 Total Credits ( A + B + C ) (2) 1,657.89 3. Interest/Penalty if applicable D. Interest E Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 0.00 586.23 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5) (5A) (5B) A. Enter the interest on the tax due. 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 [K] b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 [K] c. retain a reversionary interest; or.......................................................................................................................... 0 [i] d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [K] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 [K] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 [K] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. ~NATURE OF PERSON ~,:S~~SrE FOR.~FIL. ING RETURN __ n " ,A A J e d (Jc'-r~->._ ___ H_ , ADD ~V~ _.. '~') est High Stree!-~_~r~~I~_'_F>J\_\~1}___ SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE -" ,,--,- t;:;_'''i~, ""J.....,;. DATE ADDRESS For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the L The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclo~ 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 or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, e 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 individual who has at least one parent in common with the decedent, whether by blood or adoption. n P\Pb 6 (a) (1.1) (ii)]. Iplicable even if adoptive parent -=r 116(a)(1)]. ~tion 9102, as an REV-1508 EX+ (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF DOROTHY J. REID FILE NUMBER 21-04-1082 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Checking Account No. 127949, Adams County National Bank. See attached letter 2,154.89 33,414.29 500.00 2. Pioneer Investment Management Account No. 6207697156 3. 1990 Buick Century. Actual Sale Price 4. One Troy Ounce silver piece. Silver Current Market Value 7.60 5. Personal property as per appraisal of Jones Appraisal Service. See attached list 923.00 6. Jewelry as per appraisal of Mountz Jewelers: 401.50 7. American Radiology Associates of PA, refund 34.63 TOTAL (Also enter on line 5, Recapitulation) $ 37,435.91 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99)* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF DOROTHY J. REID FILE NUMBER 21-04-1082 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Aurer Memorial Home & Crematory E. E. Kough, Grave Opening Mountain Lakes, Funeral Flowers 1,355.00 100.00 137.75 2. 3. B. ADMINISTRATIVE COSTS: 9.. 10. 11. 12. 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 1,870.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant John R. McKeehan, Jr Street Address 45 Creek Road City Newville State PA Zip 17241 Relationship of Claimant to Decedent Son 4. Probate Fees 104.00 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. Cumberland Law Journal, Advertising Estate Notice The Sentinel, Advertising Estate Notice 75.00 115.25 40.00 195.00 15.00 1 00.00 8. Jones Appraisal Service, appraisal of personal property Mountz Jewelers, appraisal of jewelry Register of Wills, File Inheritance Tax Return ALLOWANCE for closing costs 7,607.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF DOROTHY J. REID FILE NUMBER 21-04-1082 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses, ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 10. 11. 12. 13. 1 Lancaster HMA Physician Management of Central PA, account 112.17 2. Carlisle Pathology Associates, account 17.07 3. The Bon-Ton, credit card account 24.86 4. Lehman's 641 Storage Rental, storage rental unit, October 2004 through April 2005 371.00 5. MBNA America, credit card, account 895.00 6. Erie Insurance Group, personal property insurance 124,00 7. Andorra Radiology Associates, account 180.00 8. Lancaster HMA Physician Management of Central PA, account 62.26 9. Masland Associates, account 26,63 Carlisle Pathology, Accont 17.07 Apex Asset management, Carlisle Hospitalists Account 94.25 Lehman's 641 Storaage Rental, storage rental unit, May and June 2005 106.00 Reassure America, refund of premium commissions improperly paid after Carmen Reid's death 3,983.79 TOTAL (Also enter on line 10, Recapitulation) $ 6,014.10 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF DOROTHY J. REID FILE NUMBER 21-04-1082 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S} RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Donald A. McKeehan, 219 Mooredale Road, Carlisle, PA 17013 Son 1.00 2. Dalton A. McKeehan, 801 Centerville Road, Newville, PA 17241 Grandson 5,272.13 3. Sadie L. McKeehan, 801 Centerville Road, Newville, PA 17241 Granddaughter 5,322.73 4. Carol McKeehan, 801 Centerville Road, Newville, PA 17241 Daughter 115.00 5. Regan Donato, 110 Woodview Drive, Mt. Holly Springs, PA 17065 Great Granddaughter 35.00 6. Nicole R. Donato, 110 Woodview Drive, Mt. Holly Springs, PA 17065 Granddaughter 3,937.06 7. Eli D. Diven, 52 Broad Street, Newville, PA 17241 Grandson 3,908.56 8. John R. McKeehan, Jr., 45 Creek Road, Newville, PA 17241 Son 5,202.73 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET " NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) c:lwp51Iwillslpizzarro.carl LAST WILL AND TESTAMENT OF DOROTHY J. REID !, DOROTHY J. REID, of 210 West Ridge Street, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all former Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made. FIRST: I hereby order and direct my Executor, hereinafter named, to pay all my just debts, funeral expenses, testamentary expenses and all Inheritance, Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my death, out of my residuary estate. SECOND: I make the following specific bequests: A. I give the sum of One ($1.00) Dollar to my son, DONALD A. McKEEHAN; B. I give my husband, Carmen's, wedding band and black onyx ring with the letter "C"to my grandson, DALTON A. McKEEHAN. C. I give my wide wedding band and largest diamond ring to my granddaughter, SADIE L. McKEEHAN; c:lwp51Iwillslpizzarro.carl D. I give my medium diamond ring and medium width wedding band and rose ring to my daughter, CAROL McKEEHAN; E. I give my small diamond ring and pinky ring to my great granddaughter, REGAN; F. give my Mother's ring (with birth stones) to my granddaughter, NICOLE R. DONATO; G. I give my husband, Carmen's, high school class ring to my grandson, ELI D. DIVEN; H. I give my Victorian chair with a rose embroidered on the seat to my daughter, CAROL McKEEHAN, with the request that she eventually leave this chair to my granddaughter, SADIE L. McKEEHAN; I. I give my husband's old wooden chair that he used to hang his jacket on to my grandson, DALTON A. McKEEHAN; J. I give my small rocking chair to my granddaughter, SADIE L. McKEEHAN; THIRD: I hereby give, devise and bequeath my entire residuary estate as follows: A. One-sixth (1/6) thereof to my granddaughter, NICOLE R. DONATO, of Mount Holly Springs, Pennsylvania; B. One-sixth (1/6) thereof to my grandson, ELI D. DIVEN, of Centerville Road, Newville, Pennsylvania; 2 c:\wp5] \wills\pizzarro.carl , C. One sixth (1/6) thereof to my granddaughter, SADIE L. McKEEHAN, of 801 Centerville Road, Newville, Pennsylvania; D. One sixth (1/6) thereof to my grandson, DALTON A. McKEEHAN, of 801 Centerville Road, Newville, Pennsylvania; E. One-sixth (1/6) thereof to my son, JOHN R. McKEEHAN, JR., of Newville, Pennsylvania; and F. One-sixth (1/6) thereof to be divided in equal shares among my grandchildren, SADIE L. McKEEHAN and DALTON A. McKEEHAN, of 801 Centerville Road, Newville, Pennsylvania, and my son, JOHN R. McKEEHAN, JR., of Newville, Pennsylvania. FOURTH: Should my said grandchildren, SADIE L. McKEEHAN or DALTON L. McKEEHAN, inherit assets under this Will, before reaching the age of majority, I appoint my daughter, CAROL McKEEHAN, as guardian of the estate of each child's share. LASTLY: I nominate, constitute and appoint, JAMES D. FLOWER, JR., to be the Executor of this my Last Will and Testament. In the event that he shall be unable to serve as Executor for any reason, I appoint any other attorney in the law firm of SAIDIS, SHUFF, FLOWER & LINDSAY, or its successor firm, as Executor hereof. No executor shall be required to file bond in this or any other jurisdiction. 3 c:lwp5] Iwillslpizzarro.carl , IN WITNESS WHEREOF, I have hereunto set my hand and seal this J () 'f4. . day of ?J~ ~ ~.~;--Q [lOr thy . ReId ,2001. SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: ~~~~- 4 c:\"pS] Iwillslpizzarro.carl . COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND I, DOROTHY J. REID, 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; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by DOROTHY J. REID, the Testatrix, this -----1 om day of ~Lt!l+- ,2001. d)~~ oth J. Reid , Testatrix NOTARIAL SEAL MERLENE J. MARHEVKA, NOTARY PUBUC CARUSLE, CUMBERlAND COUNTY. PA MY COMMISSION EXPIRES JUNE B. 2002 , -~'::.:S:: 5 c:lwp5 J Iwillslpizzarro.carl COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We, Sharon Simpson and Janes D. Flower, Jr. the witnesses 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 Testatrix sign and execute the instrument as her Last Will; that DOROTHY J. REID signed willingly and that she executed it as her free and voluntary act for the purpDses therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by Sharon Simpson and James D. Flower. Jr. this _10th. day of 413(1.L\ t. 2001 . ~~ Witness ~f).~~ Witness NOTARIAL SEAL MERLENE J. MARHEVKA. NOTARY pusuc CARUSLE. CUMBERLAND COUNTY. PA MY COMMISSION EXPIRES JUNE 8. 2002 6 ~ ADAMS COUNIY NATIONAL BANK October 26, 2 )OL, Saidis, ~b:ff Flower & Lindsay Law Uffice, 26 West High :;'reet CarlisJe, F'A 1 ~'C [3 Re: Estilt: :)f nJrothy .I Reid Dear Mr. [='lowe,: The following information is being provided as per your request: Accl. T) pe Account No. Account Accrued Ownership Date Principal on Interest to Account D.O.D. D.O.D, Opened Checkin'1: l27949 $2,154.89 $00.00 Individual 2-22-85 Inquirie~ concerning ACNE Corporation stock information should be directed to the Registrar and TraLsfc'- Company at 1-800-368-5948. If you need any additional information, please contact JIl~ it (717)338-2171. Sincerel,', rl)M K~ Lois Kine Deposit ';;r'ri:::~; NOV 0 1 200f PIONEER INVESTMENT MANAGEMENT SHAREHOLDER SERVICES. INC. PO BOX 55014 BOSTON. MA 02205-5014 "PIONEER E;1lnvestments' October 6. 2004 614647 FOOl 516 DM1..6.10Z 1/1 -- t6 CARMEN L REID & DOROTHY J REID JT TEN 210 W RIDGE ST CARLISLE PA 17013-4008 We recently processed an address change or name change to your Pioneer mutual fund account(s). Please note that in order to insure that shareowners' assets are properly protected we notif~' a shareowner of e"er~' change made to the name or address of hIs/ner account, even if the change is a correction of a minor typographical error. We have mailed a copy of this letter to the former address to ensure that the address change was made in accordance with a proper authorization. All future correspondence will reflect this change. If any of the information under the heading CORRECTED NAME OR ADDRESS is incorrect, or if you did not authorize tllis change. please contact our shareholder services department immediately, at 1 (800 )225-62 92. One of our customer service representatives will be pleased to assist you. FORMER NAME/ADDRESS CAPJv1EN L REID & DOROTHY J REID JT TEN 210 W RIDGE ST CARLISLE P A 17013 -4008 CORRECTED NAME OR ADDRESS CARMEN L REID & DOROTHY J REID JT TEN PO BOX 36 NEWVILLE PA 17241-0036 .$~ lfll// ~1 This change was made to the following account(s): Fund Name: PIONEER FUND A Fund Number: 0001 Account Number: 6207697156 64t ~~0{~! iJ .4 ~ / j~ }' ~)/V- ~l 7 )~r7~~ ~,~ ;/'1s/wctk" lllllllllllllllllllllllllllllllllll Page 1 of 1 -P]()N]~E~R ISI ]llv(~:.;lrn(,llh Account Statement December 31. 2004 ~ Call Us Retirement Accounts Call 1-800-225-6292 1-800-622-0176 Page 1 of 2 t') " Visit us on-line www.pioneerfunds.com Your Representative FICKES RONALD E 0000522PA028-1295 AMERICAN GENERAL SECURITIES INC 301S0UTHHANOVERST CARLISLE PA 17013-3933 PIOST44Q.JS&9SfI.OOO I. 96814 FOIF 5905 DM. H5.20Z 47515 15229 2 1--4---- CARMEN L REID & DOROTHY J REID JT TEN PO BOX 36 NEWVILLE PA 17241-0036 Total Value of All Voui' AccouJits . ..... as of Docember :U, 2004 . · . ...--- ......-...... .". .....------_......... ..... . .... .....$34f551.~7 Check out the winter issue of Pioneer News, which accompanies this statement. You'll find informative articles, including a story about the art- and science - of asset allocation. You'll also find an article about the Pioneer Ibbotson Asset Allocation Series - a family of portfolios that streamlines the asset allocation process - as well as information about your IRA options and year-end tax-related mailings from Pioneer. Please consider a fund's invEstment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about a fund and should be read carefully before you invest or send money. To obtain a prospectus and for other information on any Pioneer fund, contact your advisor, call 1-800-225-6292 or visit our web site at www.pioneerfunds.com. We wish you a happy, healthy and prosperous 2005! Pioneer Funds Distributor, Inc., Underwriter of Pioneer Mutual Funds, Member SIPC Asset Category Fund Name Growth an Income PIONEER FUND A Account Fund No. No. PIONEER FUND A - Overview Account Information Account No. Fund No. Account Open Date 06207697156 0001 04/25/2000 Owner CARMEN L REID & DOROTHY J REID JTTEN PO BOX 36 NEWVILLE PA 17241-0036 Earnings Summary Dividends Short Term Capital Gains Long Term Capital Gains Paid Year-To-Date $275.57 $0.00 $0.00 Other Information Shares on Deposit 821.490 Oistribution Options Oividends/ShortTerm Capital Gains REINVEST/REINVEST Long-Term Capital Gains REINVEST Year-to-Date Transaction Activity 1.105 -15.760 1. 688 1. 498 2.713 Total Account Value .'. ....$3t.549.35... $41.51 $600.00 $65.25 $57.21 $111.60 Share Price $ 38.00 $ 37.55 $ 38.07 $ 38.66 $ 38.18 $ 41. 13 $ 42.06 Number of Shares Date 01/01/04 03/26/04 05/03/04 06/24/04 09/23/04 12/09/04 12/31/04 Dollar Amount .. '$34551.87< 1111111111111111\ I11I11111111111111 II!tPIONEER a Investrnents' Page 2 of 2 .n..-k.....E!.~9.~.~nr;.!:I.rn~.~!.~mn....m..m.n....mmm.....nnmm....m..m.mmm....n..nm...mm.....mmnm.mmm....mn..........mm.-.........m....n...m_n..mmnm..nnmm....mm_.n..m....._.....mm_mm.._'m..m... Continue Investing with Pioneer Please use this slip to ensure faster processing of additional investments. Make your check payable to PIMSS, Inc., with your account number(s) on the check. Acct. No./Fund No. Investment Amount PIONEER FUND A 06207697156-0001 $ CARMEN L REID & DOROTHY J REID JT TEN PO BOX 36 NEWVILLE PA 17241-0036 1'IOST44Q.JSIi9B9.0001.91815 F01F 6906 DM.l.S.20Z 4ni15 9523Q 2..1--4~-h III!tPIONEER a Investments. www.pioneerfunds.com Mail your check and this stub to: PIMSS P.O. Box 55014 Boston. MA 02205-5014 \ \11\\1 1111111111 \\111 IIIIIllllllll nnnnnnnnnn ~~ nnnnnnL~n7Lq7~~L7 ~~~A~~nnnn7n9nnnnnnt t 7177373407 SR ID J S SHUFF MRSLRND ~--"~ ~\jc' ''lUV 1 0 U4 . r ivL' ~ 'harts, I Ti.<;toric:tl 1);113 & ('harts.. (T()ld, SlI\ler. PI:ltll\l1tn. P,lll:Hll1llll .... l\ l'IVII'XCOIl) I'al!t" I 01 1 1 t'J. ,-.H:::J Metals Quote - Spot Prices Metal B-d Name I Gold Silver Platinum Palladium [ 11/18/20048102140 AM CST] Ask Change Y( -3.30 y - 0.04 y -14.60 v -3.80 ~3tJ-~-44LSQ, --l~QJ2-H .. ... 7.6~~) 858.00 86J~(JO 216.20 221.20 Charts To view our charts click on the charts icon in the bo) Contract Bj D ~Q1Q I!I:I D Silver 8lj 11 Pall~m Qi 0 Platinum Comex Futures Provided by APMEX.com Data retrieved at 11/18104 09:02:33. All quotes are in exchangtllocal time. Data provided by FutursSource Month Last Change Open High Low Volume Openlnt Exch Dec'04 444.0 -1.1 4448 446.4 442.9 49412 246982 COMX Dee '04 7.690 0025 7.660 7.750 7.635 14957 82892 COMX Dee '04 219.20 -380 223.00 223.00 21920 770 7864 NYMX Jan '05 872.0 -3.6 8755 875.5 8650 1145 7238 NYMX ~ Di~cl~imf'!r ):( Privacy POliCY ):( Qrc;1eringPolic::Y and PrQr,;:edvrg$ ):( , .. ^ '11' O/'"If\f\A 7177373407 5~]D]5 5HUFF MA5LRND I ~I VI. IVI,,! 1\.\."1 './lJUI\.'~ :::L):::J ilO..'> I~UV -10 I0Y 1 U . ~Jt:...J 1'''8'-' 1 \>1 l VisIt Our new Base Metala alto copper, nickel, aluminum, zinc, lead, prices, news, charts Il~.~'" .1iU~1 - ~ US Dollar m Canadian Dollar . South African Rand . Australian Dollar . Euro E Pound Sterling D Swiss Francs CiJ Japanese Yen ){AU ~ 110.34 0.00 Index data delayed 15 min. .. DJ1A 10,549.57 000 .... NASDAQ 2,099.68 0.00 .. TSX Gold 22918 0.00 .... RUSSELL 622.97 0.00 .... GOX 10032 0.00 Metals .. NYSE 7,013.46 000111 GOLD ~ TSX 8,987.60 O.OOil!! SILVER ... USD 83.43 +0.0911 PLATINUM .. HUI 245.13 OOOM!! PALLADIUM ..... NIKKEI 11,082.42 -48.87 ". JSE 2,005.59 -2.16 ... Crude 011 47.08 +0.24 Charts.. US/CAD US/AUD US/ZAR US/Euro U SJSF US/BP USlYen US/Rub USlYuan USIRupee USlMaxlcan Chart&... 1 .2062 1.2833 6.0360 0.7690 1.1669 05398 104.19 28.55 82818 44.9B 11 3211 Hom II Llvll Matket II Sell II Buy II ChartA II Link II Gold II J9welry . e Quotsll PrICe. Prices II Forum Sacror FOr sales information, comments or suggestions. click here to contact us Copyright @ 2004 KiteD Inc. n ' .. I I f :l .1" 1,,1 (/- New York Spot Price MARKET IS OPEN / -~l,-,-~ hrs.2?tnJM:) Time . Date (EST) BId Ask Change 11/1812004 09:03 14190 441.50 ~3.40 -0.77% 11/1812004 09:03 ( 7.59. 7B~'~ -0.04 -0.52% 11/18/2004 09:01 1J6tr.OO870.mf -14.00 -160% 1111812004 09:02 217.00 232.00 -4.00 -1.81% Metals Low 440.40 4 7.57 85200 8 20B.00 2 ~ GOLD ..-sICVES> ~TINiJM IE PALLADIUM :R RHODIUM 11/17/2004 1929 1,240.00 1320.00 -10.00 -0.80% Invo6t In Rho( Click Here for Historical London Fix Prices LONDON FIX Gold Silver Platinum Nov 18,2004 AM PM AM PM $ USD 444.30 NA 7.6600 869.00 NA E Pounds Sterling 23932 NA 4.1249 467.85 NA € Euro 340.59 NA 5.8787 665.90 NA PalladiL AM 22000 117.90 167.80 www.l<.itco.com The World Spot Price - Asia/Europe/NY markets MARKET IS OPEN (Will close In 4 hrs. 27 mins.) Time (EST) Bid Ask 09:03 441.00 44150 09:03 7.59 7.61 09:01 86000 870.00 09:02 217.00 23200 Date 11/16/2004 11/1812004 11/18/2004 11/18/2004 Change from NY ( XAU Gold 1 Silver Ratio XAU and Gold Ratios Nov 18, 2004 09:03 NY TIme 110.34 0.00 Gold 1 XAU RatiO 58 10 Gold 1 Platinum Ratio 4C O!' File created at 09:04:07 on Thu November 18 2004 The quote:s on thi:s page are relevant for trading precious metals in their pure standard exchange approved bar form Fabrication costs for variou5 precIous metals products arB not included. Please visit the Kiteo Store for our product selections. Advertise on Kitco II~: httn:/ /www.kitco.com/market! J J /1 R17{)(),d Jones Auction & Appraisal Service AU 5194 235 Peach Glen Road Gardners, PA 17324 717 -226-0776 3 piece bedroom suite, $ 250.00 Washer, $ 50.00 Dryer, $ 40.00 Floor Model TV, $ 35.00 1 sm. TV, $ 10.00 VCR, $ 8.00 Corner Self, $ 10.00 3 Flowers Stands, $ 24.00 Floor Light, $ 5.00 3 Table Lamps, $ 30.00 1 End Table, $ 15.00 Small Cradle, $ 15.00 Box lot of plastic ware, $ 5.00 Box lot of Christmas cards, $ 3.00 2 Box lots of glassware, $ 10.00 Box lot, Pot's & Pans, $ 15.00 Holiday Mug's, $ 8.00 Box lot of Tins, $ 10.00 Wicker Basket, $ 4.00 Cedar Chest, $ 200.00 Ironing Board, $ 10.00 Box lot of Misc dishes, $ 5.00 Antique Chair, $ 60.00 Microwave, $ 10.00 Sm. Cooler, $ 5.00 2 Canes, $ 4.00 Walker, $ 5.00 Sm. Rocker, $ 25.00 2 Patio Chairs, $ 5.00 1 Kitchen Chair, $ 5.00 Turbo Fan, $ 8.00 Box lot of picture albums, $ 4.00 Metal Bed frame with Dresser, $ 30.00 Estate of Dorthy Reid Total Appraised Value $ 923.00 .NQ\JN~~ Trust Your Special Moments To Mountz. January 13,2005 Mr. James D Flower 26 W High Street Carlisle, P A 17013 Dear Mr. Flower, At your request I examined the jewelry you submitted for valuation and have provided an opinion of the Fair Market Value. This report is valid only in its entirety and the final figure exclndes any applicable taxes. You may wish to take this into consideration when using the report. The value conclusions are subject to limiting conditions that are set forth in the body of the report. To the best of my knowledge and experience, I estimate the jewelry has a total Fair Market Value of $401.50. Photographs are included with the original report for your reference. I suggest that you keep your copy of this report in: a safe place. This report was prepared in accordance with the Uniform Standards of Professional Appraisal Practice (USPAP). If I can be of any further assistance, please call. Inc=~ ~ Amy . Rausch G. G. Graduate Gemologist. GIA Enclosures r"::W" ~)c <'.t:;I<'u-;ffJ' 153 N. Hanover Street . C'P'aWJq,Jf~ 17013 . (717) 243-4936 www.mountzjewelers.com ~ RQLEX Table of Contents . Letter of Transmittal . Table of Contents . Purpose . Intended Use . Definition of Fair Market Value . Approach to Value . Market . Limiting Conditions . Subscriptions Retained for Value Consulting . Metal Markets . Certification . List of Laboratory Instruments . Item Descriptions This report is valid only in its entirety and for its stated purpose and intended use and was prepared in accordance with the Uniform Standards of Professional Appraisal Practice (USPAP). Statements and Limiting Conditions Purpose The purpose of this report is to describe and document the quality of the jewelry listed and to estimate it's Fair Market Value. Intended Use The intended use of this report is for providing an estate appraisal listing the Fair Market Value for use in the resolution of the Dorothy Reid estate. Valuation Date: 1/13/05 Definition of Fair Market Value The fair market value is the price at which the property would change hands between a willing buyer and willing seller, neither being under any compulsion to buy or sell and both having reasonable knowledge of relevant facts. The fair market value of a particular item of property... is not to be determined by a forced sale price. Nor is the fair market value of an item of property to be determined by the sale price of the item in a market other than that in which such item is most conmlOnly sold to the public, taking into account location of the item wherever appropriate. Taken from Treasury Regulation 20.2031-1 (b) Approach to Value There are three traditional approaches to value that are as follows: Income approach: Applies to income producing properties and is used only if an income situation or rental property can be identified. Market Data approach: Compares the qualities of the subject item to an article with similar or identical qualities, and researches and records current verifiable sales of such merchandise. Cost approach: Establishes the total value of an item by considering the value of its component parts (precious metal content, gemstone weights and qualities, labor, and any other fees) together with the appropriate retail markup according to the norms of the jewelers in the locale, supply and demand, and the current state of the marketplace. Page 2 of 9 Fair Market Value is estimated using the market data approach. Neither the income approach nor the cost approach apply in establishing Fair Market Value. However, the cost approach to value was used to check on the reasonableness or market values found. Market To value an item a market (and market level) must be recognized. The most appropriate market for jewelry can vary depending upon the article's age, condition. quality. intrinsic content, aesthetic appeal, provenance, current fashion trends, artistic interpretation, period of manufacture among others. The type of retail outlet that most commonly carries the items being appraised is considered to be the most appropriate market. However, the auction market was also considered as another appropriate market in establishing Fair market Value for this type of jewelry. Limiting Conditions The jewelry described within has been analyzed and graded in accordance with prescribed grading standards using "state of the art" methods and precision laboratory equipment. Jewelry constructed solely of, or in combination with, precious metals (i.e. platinum, palladium, yellow or white gold and/or silver) is tested, analyzed and described for its type and content of such metal. Unless otherwise stated, all gemstone weights, grades and measurements are approximate and stones have not been removed from their mountings. Diamonds are graded with the prescribed grading nomenclature of the Gemological Institute of America (GIA) and the use of pre-graded permanent master diamond color comparison stones. Colored stones are color graded with the use ofthe GIA Gem Set color grading system. Unless otherwise stated, all colored stones listed on this appraisal report have probably been subjected to various treatments to improve their appearance. Treatments are considered usual and customary practices when properly disclosed and when done without intent to defraud the consumer. The treatments are mostly stable and do not require special care. When a treatment is detected and considered unusual it will be so noted by this appraiser. Some treatments are reversible and re-treatable. It may be beyond the scope of an appraisal to determine exact treatment methods or the amount of treatment present. Some treatments require sophisticated equipment not found in a standard gemological laboratory. Prevailing market values are based on these universally practiced and accepted processes by the gems and jewelry trade. Sources are assumed to be reliable and the appraiser does not assume responsibility for their information. The appraiser assumes the ownership of the subject property is true as stated by the client. The fees paid for this appraisal do not include the services of the appraiser for any other matter. In particular, fees paid to date do not include any of the appraiser's time or services in connection with any statement, testimony or other matters before an insurance company, its agents, employees or any court or other body in connection with the property herein described. Ifthe appraiser is required to testify or to make any statements to a third party concerning the described property and/or appraisal, the applicant shall pay the appraiser for all of such time and services so rendered. This document is limited to its stated intended use and is invalid if all items listed in the Table of Contents are not present. Unless expressly stated, the items appraised are in good condition. Any serious deficiencies and repairs are noted. Ordinary wear and tear is not noted. The information in this report is confidential. Page 3 of 9 This appraisal process does not discover liens, encumbrances, or fractional interests but, if known, they are noted, The limited owner of this appraisal is the party for whom the work was perfonned, Possession of this report does not provide title to the items appraised, Possession of tlris report, any portion of this report, or any copy thereof, does not include the right of publication without the appraiser's written consent Use of the information contained in the appraisal is invalid if all items listed in the Table of Contents are not present, Each item described in this report has been photographed and tile copies of the photograph(s) as well as a copy of the report are maintained in the appraiser's files for at least five years after the report date, Third parties may rely on the information in this report for the defined purpose and intended use only, Third parties requiring further information than what is in the report must obtain the written pernlission of the owner of the appraisal before the appraiser will discus the report, No changes may be made to this report by anyone other than the appraiser. The appraiser cannot be responsible for unauthorized alterations, The professional relationship between the appraiser and the client ends with the delivery of this report, Subscriptions Retained for Value Consulting Drucker, Richard - The Guide, Northbrook, IT.., Rapaport, Martin - Rapaport Diamond Report, New York, 1\.TY Metal Marl{et Gold Silver Platinum 1/13/2005 $421.50 $6,60 $862,00 List of Laboratory Instruments Binocular microscope Electronic scale Touchstone and acids Spectrascope Polariscope Dichroscope GIA Gem Set color grading system Refractometer Chelsea color filter Heavy liquids Diamond light and graded master comparison diamonds Leveridge gauge Thermal conductivity diamond tester Ultraviolet light unit Page 4 of 9 Certification . I hereby certify that, to the best of my knowledge and belief: . The statements of fact contained in this report are true and correct. . The reported analyses, opinions, and conclusiol15 are limited only by the reported assumptions and limiting conditiol15, and are my unbiased professional analysis, opinions, and conclusiol15. . I have no present or prospective interest in the property that is the subject of this report and I have no personal interest or bias with respect to the parties involved. . My compensation is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of my client, the amount of the value estimate, the attaimnent of a stipulated result, or the occurrence of a subsequent event. . I have made a personal inspection of the property that is the subject of this report. . No one provided significant professional assistance to the person signing this report. . My analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the UnifoIDl Standards of Professional Appraisal Practice. ~<'~ ~ '~. . \( , --..l Amy ausch G. G. Graduate Gemologist, GIA 1/1312001 Page 5 of9 PreI>al'ed For: Mr . James D Flower 26 W High Street Carlisle, P A 17013 Date: 1/13/2005 Item 1 Ring One l4k yellow gold signet ring. This ring has a square top engraved "D R". The ring is a size 4 1/4. This piece weighs approximately .80 DWT. Total Approximate Retail Value Excluding Tax $5.00 Item 2 Ring One l4k yellow gold high-domed wedding band. The inside shank of tillS ring is a hand engraved "DOTTIE TO CARM". Tills ring measures 6 .lmm wide. This ring weighs approximately 5.0 D WT. Total Approximate Retail Value Excluding Tax $35.00 Item 3 Ring One l4k yellow gold low-domed wedding band. Tills ring measures 6.95mm wide. Tills piece weighs approximately 3.70 DWT. Total Approximate Retail Value Excluding Tax $25.00 Item 4 Ring One l4k yellow gold double wedding band. Tills ring is engraved with a flower design and measures 3.90 rom wide. Thispiece weighs approximately 2.48 DWT. Total Approximate Retail Value Excluding Tax $15.00 Page 6 of ') Item 5 Ring One 1 Ok yellow gold class ring. This ring is dated 1947. The top contains the letter "N" . The inside shank is engraved "CLR". This piece weighs approximately 3.85 DWT Total Approximate Retail Value Excluding Tax $26.50 Item 6 Ring One 14k yellow gold mothers ring. This ring contains a split rope style shank with (6) round brilliant cut gemstones. This piece weighs approximately 3.20 D WT. Synthetic Melee Attributes Shape and cut: Number: Comments: amethyst Item Attributes Metal: Finish: Setting: Condition: Round faceted 6 4.0 mm; ruby. alexanderite, citrine, aquamarine, emerald, l4K yellow gold Polished Prong set Very good Total Approximate Retail Value Excluding Tax $35.00 Item 7 Ring One lady's l4k yellow gold fashion ring. This ring contains a pink and white gold rose on a wide corrugated shoulder. This ring is a size 8 1/2. The piece weighs approximately 2.20 DWT. Total Approximate Retail Value Excluding Tax $15.00 v' Item 8 Ring One man's 10k yellow gold black onyx and diamond ring. This ring contains (1) bead set round brilliant cut diamond. This ring also contains a yellow gold "D". The piece also contains a ring guard. TIus piece weighs approximately 3.57 DWT Diamond Attributes Shape and cut: Measurements: Weight: Clarity: Color: Round brilliant 2.30 x 2.30 x 1.39 mm (approximate) 0.04 Cts. (estimated) SI-l I Page 7 0[9 Black Onyx Attributes Shape and cut: Measurements: Item Attributes Metal: Finish: Setting: Condition: Cushion-buff top 13.30 x 11.70 x 2.20 mm (approximate) 10K yellow gold Polished Beadlbezel set Very good Total Approximate Retail Value Excluding Tax $35.00 Item 9 Ring One lady's l4k yellow gold diamond engagement ring. This ring contains (1) round brilliant cut diamond prong set in an illusion head. This ring is a size 6 1/4. This piece weighs approximately 1.43 DWT. Diamond Attributes Shape and cut: Measurements: Weight: Clarity: Color: Item Attributes Metal: Finish: Setting: Condition: Round brilliant 4.00 x 4.00 x 2.35 rom (actual) 0.23 Cts. (estimated) SI-l 1 l4K yellow and white gold Polished Prong set Very good Total Approximate Retail Value Excluding Tax $95.00 Item 10 Ring One l4k yellow gold diamond solitaire engagement ring. This ring contains (1) four prong set round brilliant cut diamond. This ring is a size 6 1/4. This piece weighs approximately .97 DWT. Diamond Att.-ibutes Shape and cut: Weight: Clarity: Color: Item Attributes Metal: Finish: Setting: Condition: Round brilliant 0.24 Cts. (estimated) 81-2 I l4K yellow gold Polished Prong set Very good Total Approximate Retail Value Excluding Tax $85.00 Page 8 of 9 Item 11 Ring One J4k yellow gold diamond engagement ring. This ring contains (1) round brilliant cut diamond six prong set in a gypsy style mounting. This ring is a size 7. This piece weighs approximately .69 DWT. Diamond Attributes Shape and cut: Measurements: Weight: Clarity: Color: Item Attributes Metal: Finish: Setting: Condition: Round brilliant 3.00 x 3.00 x 1.82 nill1 (approximate) 0.10 Cts. (estimated) Sl-l I 14K yellow gold Polished Six prong set Vel}'good Total Approximate Retail Value Excluding Tax $30.00 Total Approximate Retail Value for All Items - Excluding Tax: Signature of Appraiser: $401.50 Four hundred one dollars and fift)' cents ~~ Amy S. Rausch G.G, Graduate Gemologist, GlA Page 9 of9 BUREAU OF INDIVIDQJt."'(Ti~ n~::';"'f: INHERITANCE TAX DIVISIOti.;'" Uc..v '_" , f\,/,__ PO BOX 280601 -. ,.. ' " HARRISBURG PA 17128-0601.. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) ?",r'\r r'i"'T ,.., 8 ,1,.':1 if /. -.v....'..' '..../...1 t "'- Pi) 3: 22 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-11-2005 REID 10-18-2004 21 04-1082 CUMBERLAND 101 DOROTHY J " JAMES J}'}:LOWER SAIDIS'J:TAL 26 W HIGH ST CARLISLE JR ESQ' Amount Remitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF REID DOROTHY J FILE NO.21 04-1082 ACN 101 DATE 10-11-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-13-2005 PRINCIPAL TAX DUE: 1,071.66 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-18-2005 CD004848 53.58 1,575.00 09-23-2005 REFUND .00 556.92- TOTAL TAX CREDIT 1,071.66 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J l~ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 21-04-1082 FIRST AND FINAL ACCOUNT OF JAMES D. FLOWER, JR., EXECUTOR OF THE ESTATE OF DOROTHY J. REID, DECEASED LATE OF WEST PENNSBORO TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA DATE OF DEATH: OCTOBER 18, 2004 LETTERS GRANTED: FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETTERS: DECEMBER 11, 2004 ACCOUNT STATED TO: JANUARY 15, 2006 SUMMARY Page Principal Receipts 2 $ 39,898.09 Less Principal Disbursements 3 - 18,612.22 486.50 Less Principal Distributions to Beneficiaries TOTAL PRINCIPAL REMAINING $ 20.799.37 I Co) --, . ) I I , I ( ") :~ -, ) -jl1W PRINCIPAL RECEIPTS Checking Account No. 127849, Adams County National Bank Pioneer Investment Management Account No. 6207697156 1990 Buick Century Automobile One Troy Ounce Silver Piece Personal Property as Appraised Jewelry as Appraised Comcast, Refund American Radiology Associates of PA, Refund Health Advisors Group, Patient Refund Boston Mutual Life Insurance Company Erie Insurance Group, Refund Tri-State Imaging Consultants, Patient Refund Carlisle Regional Medical Center, Patient Refund Carlisle Pathology Associates, Patient Refund Pennsylvania Department of Revenue, Inheritance Tax Refund HMA Physician Practice, Patient Refund TOTAL PRINCIPAL RECEIPTS $ 2,194.31 33,730.38 500.00 7.60 923.00 401.50 40.36 34.63 329.62 36.44 8.00 180.00 876.00 17.07 556.92 62.26 $ 39.898.09 PRINCIPAL DISBURSEMENTS Aurer Memorial Home & Crematory, Cremation E. E. Kough, Grave Opening Mountain Lakes, Funeral Flowers John R. McKeehan, Jr., Family Exemption Register of Wills, Probate Fee Cumberland Law Journal, Advertising Estate Notice The Sentinel, Advertising Estate Notice Jones Appraisal Service, Appraisal of Personal Property Mountz Jewelers, Appraisal of Jewelry Register of Wills, Filing Inheritance Tax Return Register of Wills, Inheritance Tax Carlisle Pathology Associates, Patient Account The Bon-Ton, Credit Card Account Lehman's 641 Storage Rental, Storage Unit Rental for October 2004 through April 2005 MBNA America, Credit Card Account Erie Insurance Group, Personal Property Insurance Andorra Radiology Associates, Patient Account Lancaster HMA Physician Management of Central PA, Patient Account Masland Associates, Patient Account Carlisle Regional Medical Center, Patient Account Apex Asset Management, Carlisle Hospitalists Account 1,355.00 100.00 137.75 3,500.00 104.00 75.00 115.25 40.00 195.00 15.00 1,575.00 17.07 24.86 371.00 895.00 124.00 180.00 62.26 26.63 876.00 94.25 Lehman's 641 Storage Rental, Storage Unit Rental, May and June 2005 106.00 Reassure America, Refund of Premium Commissions Improperly Paid After Carmen Reid's Death 3,983.79 Lehman's 641 Storage Rental, Storage Unit Rental, July through October 2005 212.00 Andorra Radiology, Patient Account 62.71 Central Penn Medical Group, Patient Account 18.65 Saidis, Shuff, Flower & Lindsay, attorneys fees 3,696.00 Register of Wills, Filing Accounting & Schedule of Distribution 150.00 ALLOWANCE: Closing Costs 500.00 TOTAL PRINCIPAL DISBURSEMENTS $ 18.612.22 PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES The following items have been distributed to or are to the beneficiaries named: TO DALTON A. McKEEHAN: Carmen's wedding band Carmen's Black Onyx Ring with Letter "C" Old Wooden Chair $ 35.00 35.00 60.00 $ 130.00 SADIE L. McKEEHAN: Wide Wedding Band Largest Diamond Ring Small Rocking Chair $ 25.00 95.00 25.00 145.00 CAROL McKEEHAN: Medium Diamond Ring Medium Width Wedding Band Rose Ring $ 85.00 15.00 15.00 115.00 REGAN DONATO: Small Diamond Ring Pinky Ring $ 30.00 5.00 35.00 NICOLE R. DONATO: Mother's Ring with Birth Stones $ 35.00 35.00 ELI D. DIVEN: Carmen's High School Class Ring $ 26.50 26.50 TOTAL PRINCIPAL DISTRIBUTIONS $ 486.50 ESTATE OF DOROTHY J. REID IV James D. Flower, Jr., Executor COMMONWEALTH OF PENNSYLVANIA ) : ss. COUNTY OF CUMBERLAND ) JAMES D. FLOWER, JR." Executor of the Estate of Dorothy J. Reid, Deceased I being duly sworn according to law, deposes and says that the Account as stated is true and correct and that the Grant of Letters and the first complete advertisement thereof occurred more then four (4) months prior to the filing of the Account. / ! Sworn and subscribed to before me this ~Ad day of ",/ , 2006. NOTARIAL SEAL aERlENE J. MARHEVI<A, NOTARY PUBlIC CARlISlE. CUMBERlAND COUNTY. PA MY COMMISSION EXPIRES JUNE 8, 2006 PROPOSED SCHEDULE OF DISTRIBUTION OF JAMES D. FLOWER, JR., EXECUTOR OF THE ESTATE OF DOROTHY J. REID, DECEASED LATE OF WEST PENNSBORO TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA The Accountant proposes to distribute assets remaining in his hands in the amount of $20,799.37, as follows: NICOLE R. DONATO $ 3,466.40 ELI D. DIVEN 3,466.40 SADIE L. McKEEHAN 4,621.86 DAL TON A. McKEEHAN 4,621.86 JOHN R. McKEEHAN, JR. 4,621.85 DONALDA. McKEEHAN 1.00 TOTAL DISTRIBUTION $ 20.799.37 ESTATE OF DOROTHY J. REID By Sworn and subscribed to before me this ~A(~ day of February, 2006. ! ( -: L NOTARIAL SEAL MERlENE J. MARHEVKA. NOTARY PUBlIC CARLISLE. CUMBERLAND COUNTY. PA MY COMMISSION EXPIRES JUNE 8. 2006 I t" I /~ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 21-04-1082 FIRST AND FINAL ACCOUNT OF JAMES D. FLOWER, JR., EXECUTOR OF THE ESTATE OF DOROTHY J. REID, DECEASED LATE OF WEST PENNSBORO TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA DATE OF DEATH: OCTOBER 18, 2004 LETTERS GRANTED: FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETTERS: DECEMBER 11, 2004 ACCOUNT STATED TO: JANUARY 15, 2006 SUMMARY Page Principal Receipts 2 $ 39,898.09 Less Principal Disbursements 3 - 18,612.22 Less Principal Distributions to Beneficiaries 486.50 TOTAL PRINCIPAL REMAINING $ 20.799.37 - "7 i ( .."\ I '! j f' ' PRINCIPAL RECEIPTS Checking Account No. 127849, Adams County National Bank Pioneer Investment Management Account No. 6207697156 1990 Buick Century Automobile One Troy Ounce Silver Piece Personal Property as Appraised Jewelry as Appraised Comcast, Refund American Radiology Associates of PA, Refund Health Advisors Group, Patient Refund Boston Mutual Life Insurance Company Erie Insurance Group, Refund Tri-State Imaging Consultants, Patient Refund Carlisle Regional Medical Center, Patient Refund Carlisle Pathology Associates, Patient Refund Pennsylvania Department of Revenue, Inheritance Tax Refund HMA Physician Practice, Patient Refund TOTAL PRINCIPAL RECEIPTS $ 2,194.31 33,730.38 500.00 7.60 923.00 401.50 40.36 34.63 329.62 36.44 8.00 180.00 876.00 17.07 556.92 62.26 $ 39.898.09 PRINCIPAL DISBURSEMENTS Aurer Memorial Home & Crematory, Cremation E. E. Kough, Grave Opening Mountain Lakes, Funeral Flowers John R. McKeehan, Jr., Family Exemption Register of Wills, Probate Fee Cumberland Law Journal, Advertising Estate Notice The Sentinel, Advertising Estate Notice Jones Appraisal Service, Appraisal of Personal Property Mountz Jewelers, Appraisal of Jewelry Register of Wills, Filing Inheritance Tax Return Register of Wills, Inheritance Tax Carlisle Pathology Associates, Patient Account The Bon-Ton, Credit Card Account Lehman's 641 Storage Rental, Storage Unit Rental for October 2004 through April 2005 MBNA America, Credit Card Account Erie Insurance Group, Personal Property Insurance Andorra Radiology Associates, Patient Account Lancaster HMA Physician Management of Central PA, Patient Account Masland Associates, Patient Account Carlisle Regional Medical Center, Patient Account Apex Asset Management, Carlisle Hospitalists Account 1,355.00 100.00 137.75 3,500.00 104.00 75.00 115.25 40.00 195.00 15.00 1,575.00 17.07 24.86 371.00 895.00 124.00 180.00 62.26 26.63 876.00 94.25 Lehman's 641 Storage Rental, Storage Unit Rental, May and June 2005 106.00 Reassure America, Refund of Premium Commissions Improperly Paid After Carmen Reid's Death 3,983.79 Lehman's 641 Storage Rental, Storage Unit Rental, July through October 2005 212.00 Andorra Radiology, Patient Account 62.71 Central Penn Medical Group, Patient Account 18.65 Saidis, Shuff, Flower & Lindsay, attorneys fees 3,696.00 Register of Wills, Filing Accounting & Schedule of Distribution 150.00 ALLOWANCE: Closing Costs 500.00 TOTAL PRINCIPAL DISBURSEMENTS $ 18.612.22 PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES The following items have been distributed to or are to the beneficiaries named: TO DALTON A. McKEEHAN: Carmen's wedding band Carmen's Black Onyx Ring with Letter "C" Old Wooden Chair $ 35.00 35.00 60.00 $ 130.00 SADIE L. McKEEHAN: Wide Wedding Band Largest Diamond Ring Small Rocking Chair $ 25.00 95.00 25.00 145.00 CAROL McKEEHAN: Medium Diamond Ring Medium Width Wedding Band Rose Ring $ 85.00 15.00 15.00 115.00 REGAN DONATO: Small Diamond Ring Pinky Ring $ 30.00 5.00 35.00 NICOLE R. DONATO: Mother's Ring with Birth Stones $ 35.00 35.00 ELI D. DIVEN: Carmen's High School Class Ring $ 26.50 26.50 TOTAL PRINCIPAL DISTRIBUTIONS $ 486.50 ESTATE OF DOROTHY J. REID f) James D. Flower, Jr., Executor - COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ss. JAMES D. FLOWER, JR." Executor of the Estate of Dorothy J. Reid, Deceased, being duly sworn according to law, deposes and says that the Account as stated is true and correct and that the Grant of Letters and the first complete advertisement thereof occurred more then four (4) months prior to the filing of the Account. ..--- Sworn and subscribed to before me this 0Ad day of ,2006. NOTARIAL SEAL MERLENE J.MARHEVKA. NOTARY PUBUC CARlISLE, CUMBERLAND COUNTY, PA MY COMMISSION EXPIRES JUNE B, 2006 PROPOSED SCHEDULE OF DISTRIBUTION OF JAMES D. FLOWER, JR., EXECUTOR OF THE ESTATE OF DOROTHY J. REID, DECEASED LATE OF WEST PENNSBORO TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA The Accountant proposes to distribute assets remaining in his hands in the amount of $20,799.37, as follows: NICOLE R. DONA TO $ 3,466.40 ELI D. DIVEN 3,466.40 SADIE L. McKEEHAN 4,621.86 DAL TON A. McKEEHAN 4,621.86 JOHN R. McKEEHAN, JR. 4,621.85 DONALD A. McKEEHAN 1.00 TOTAL DISTRIBUTION $ 20.799.37 ESTATE OF DOROTHY J. REID By Sworn and subscribed to before me ~AC~ day of February, 2006. this L- 1',' NOTARIAL SEAL MERlENE J. MARHEVKA. NOTARY PUBlIC CARLISLE. CUMBERlAND COUNTY, PA MY COMMISSION EXPIRES JUNE 8, 2006 \ \~ SAIDIS, FLOWER & LINDSAY ' ATIORNEYS.AT.lAW 26 Wost High Street C)xlisle, PA IN RE:ESTATE OF DOROTHY J. REID. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-04-1082 NOTICE TO PARTIES IN INTEREST PLEASE BE NOTIFIED that the attached Account and Statement of Proposed Distribution has been filed, or will in the future be filed, with the Office of the Register of Wills of Cumberland County, Pennsylvania. The date for confirmation of this Account is March 7, 2006, at 9:30 a.m. If no interested party files an objection to the aforesaid Account and Statement of Proposed Distribution prior to the confirmation of the Account, said Account shall be automatically confirmed and distribution shall be authorized in accordance with the Statement of Proposed Distribution. Interested parties may contact the undersigned with any questions concerning this Account and Statement of Proposed Distribution. SAlOIS, FLOWER & LINDSAY Attorneys for the Estate of Dorothy J. Reid Date: February 6, 2006 \ By , .) ames D. Flower, Jr., Execut' : I. D. #27742 26 West High Street Carlisle, PA 17013 (717) 243-6222 '''1 ' ~ SAlOIS, FLOWER & LINDSAY ATIDRNEYS.Af'lAW 26 West High Street Carlisle, PA IN RE: ESTATE OF DOROTHY J. REID.: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION NO. 21-04-1082 CERTIFICATE OF SERVICE AND NOW, this [CJ -t.#.- day of February, 2006, I, JAMES D. FLOWER, JR., Executor of the ESTATE OF DOROTHY J. REID, hereby certify that in accordance with Cumberland County Rule of Orphans' Court 6.3-1, written notice of the time of presentation of the Account and Proposed Statement of Distribution in this matter has been given at least twenty days prior to the date affixed for confirmation and, specifically, that the parties indicated below received notice of the proposed confirmation of the Account on the date indicated and that they constitute every unpaid claimant who was given written notice of this claim and all other persons known to the Accountant to have or claim an interest in the Estate as beneficiary, creditor, heir or next of kin this day by depositing same in the United States Mail, First Class, Postage Prepaid, in Carlisle, Pennsylvania, addressed to: John R. McKeehan, Jr. 45 Creek Road P. O. Box 36 Newville, PA 17124 Donald A. McKeehan 219 Mooredale Road Carlisle, PA 17013 Carol McKeehan 801 Centerville Road Newville, PA 17241 SAIDIS, FLOWER & LINDSAY ATIDJUIrl'EYS.AT.LAW 26 West High Street Carlisle, PA Dalton A McKeehan 801 Centerville Road Newville, PA 17241 Sadie L McKeehan 801 Centerville Road Newville, PA 17241 Eli D. Diven 52 Broad Street Newville, PA 17241 Nicole R. Donato 110 Woodview Drive Mt. Holly Springs, PA 17065 Regan Donato 110 Woodview Drive Mt. Holly Springs, PA 17065 SAlOIS, FLOWER & LINDSAY Attorneys for the Estate of Dorothy J. Reid Date: February 6, 2006 \, ames . FI I. D. #27742 26 West High Street Carlisle, PA 17013 (717) 243-6222 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 21-04-1082 FIRST AND FINAL ACCOUNT OF JAMES D. FLOWER, JR., EXECUTOR OF THE ESTATE OF DOROTHY J. REID, DECEASED LATE OF WEST PENNSBORO TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA DATE OF DEATH: OCTOBER 18, 2004 LETTERS GRANTED: FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETTERS: DECEMBER 11, 2004 ACCOUNT STATED TO: JANUARY 15, 2006 SUMMARY Page Principal Receipts 2 $ 39,898.09 Less Principal Disbursements 3 - 18,612.22 Less Principal Distributions to Beneficiaries 486.50 TOTAL PRINCIPAL REMAINING $ 20.799.37 PRINCIPAL RECEIPTS Checking Account No. 127849, Adams County National Bank Pioneer Investment Management Account No. 6207697156 1990 Buick Century Automobile One Troy Ounce Silver Piece Personal Property as Appraised Jewelry as Appraised Comcast, Refund American Radiology Associates of PA, Refund Health Advisors Group, Patient Refund Boston Mutual Life Insurance Company Erie Insurance Group, Refund Tri-State Imaging Consultants, Patient Refund Carlisle Regional Medical Center, Patient Refund Carlisle Pathology Associates, Patient Refund Pennsylvania Department of Revenue, Inheritance Tax Refund HMA Physician Practice, Patient Refund TOTAL PRINCIPAL RECEIPTS $ 2,194.31 33,730.38 500.00 7.60 923.00 401.50 40.36 34.63 329.62 36.44 8.00 180.00 876.00 17.07 556.92 62.26 $ 39.898.09 PRINCIPAL DISBURSEMENTS Aurer Memorial Home & Crematory, Cremation E. E. Kough, Grave Opening Mountain Lakes, Funeral Flowers John R. McKeehan, Jr., Family Exemption Register of Wills, Probate Fee Cumberland Law Journal, Advertising Estate Notice The Sentinel, Advertising Estate Notice Jones Appraisal Service, Appraisal of Personal Property Mountz Jewelers, Appraisal of Jewelry Register of Wills, Filing Inheritance Tax Return Register of Wills, Inheritance Tax Carlisle Pathology Associates, Patient Account The Bon-Ton, Credit Card Account Lehman's 641 Storage Rental, Storage Unit Rental for October 2004 through April 2005 MBNA America, Credit Card Account Erie Insurance Group, Personal Property Insurance Andorra Radiology Associates, Patient Account Lancaster HMA Physician Management of Central PA, Patient Account Masland Associates, Patient Account Carlisle Regional Medical Center, Patient Account Apex Asset Management, Carlisle Hospitalists Account 1,355.00 100.00 137.75 3,500.00 104.00 75.00 115.25 40.00 195.00 15.00 1,575.00 17.07 24.86 371.00 895.00 124.00 180.00 62.26 26.63 876.00 94.25 Lehman's 641 Storage Rental, Storage Unit Rental, May and June 2005 106.00 Reassure America, Refund of Premium Commissions Improperly Paid After Carmen Reid's Death 3,983.79 Lehman's 641 Storage Rental, Storage Unit Rental, July through October 2005 212.00 Andorra Radiology, Patient Account 62.71 Central Penn Medical Group, Patient Account 18.65 Saidis, Shuff, Flower & Lindsay, attorneys fees 3,696.00 Register of Wills, Filing Accounting & Schedule of Distribution 150.00 ALLOWANCE: Closing Costs 500.00 TOTAL PRINCIPAL DISBURSEMENTS $ 18.612.22 PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES The following items have been distributed to or are to the beneficiaries named: TO DALTON A. McKEEHAN: Carmen's wedding band Carmen's Black Onyx Ring with Letter "C" Old Wooden Chair $ 35.00 35.00 60.00 $ 130.00 SADIE L. McKEEHAN: Wide Wedding Band Largest Diamond Ring Small Rocking Chair $ 25.00 95.00 25.00 145.00 CAROL McKEEHAN: Medium Diamond Ring Medium Width Wedding Band Rose Ring $ 85.00 15.00 15.00 115.00 REGAN DONATO: Small Diamond Ring Pinky Ring $ 30.00 5.00 35.00 NICOLE R. DONATO: Mother's Ring with Birth Stones $ 35.00 35.00 ELI D. DIVEN: Carmen's High School Class Ring $ 26.50 26.50 TOTAL PRINCIPAL DISTRIBUTIONS $ 486.50 ESTATE OF DOROTHY J. REID !~), James D. Flower, Jr., Executor COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND JAMES D. FLOWER, JR." Executor of the Estate of Dorothy J. Reid, Deceased, being duly sworn according to law, deposes and says that the Account as stated is true and correct and that the Grant of Letters and the first complete advertisement thereof occurred more then four (4) months prior to the filing of the Account. ,___.I Sworn and subscribed to before me this ~~J\ cl day of ,2006. NOTARIAl SEAL MERLENE J.MARHEVKA, NOTARY PUBUC CAAlISLE. CUMBERLAND COUNTY. PA MY COMMISSION EXPIRES JUNE 8, 2008 PROPOSED SCHEDULE OF DISTRIBUTION OF JAMES D. FLOWER, JR., EXECUTOR OF THE ESTATE OF DOROTHY J. REID, DECEASED LATE OF WEST PENNSBORO TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA The Accountant proposes to distribute assets remaining in his hands in the amount of $20,799.37, as follows: NICOLE R. DONATO $ 3,466.40 ELI D. DIVEN 3,466.40 SADIE L. McKEEHAN 4,621.86 DAL TON A. McKEEHAN 4,621.86 JOHN R. McKEEHAN, JR. , 4,621.85 DONALD A. McKEEHAN 1.00 TOTAL DISTRIBUTION $ 20,799.37 ESTATE OF DOROTHY J. REID By ( Sworn and subscribed to before me this ~/l C~ NOTARIAl SEAL MERLENE J. MARHEVKA. NOTARY PUBUC CARLISLE, CUMBERLAND COUNTY, PA MY COMMISSION EXPIRES JUNE S, 2006 L r YJ.., ')11 ,~~ ;::~i, ' 8c: -0 ~ ". / ... c: : 5 <_ 1;:00- 6;;:/1- c. :l O! ;; '.) Ci..c II . -~ ) s::. c,' := g ;2 3::: 1",7 ::to at,Q . .;Y i d g E ,'1 O. Ill. >--0- ./ I q; 0 ""D" {".. ~ gi /J ., o. r{"'I <<I .I . ~.5. / ...:.. -; c.:: _ ~ ~~~- 4> \ "2g,!g'OolijS, -S ~ -<0 "cP__ f; ~ ~ ~\;,. & (.)'\~ ~ '~ o;~ ~ e ~ tl ~ ,~o -0. II> ~ -:: -tD-o ~., o ~'j-o .9 \5j ~ . ..~ U\~ ,t\n, ~"2~\si~~~(i) ~~i .8€~'m:2 U1oV-H~~ '--~ ~"5!~1i\IJ)~J1~ 6 } ~C:"'i5~ g1J)181/ li~ClI8C1) ~~:pc{ ~at~lJ)€bt\l.s:: .~E.c.~ -:. (j) "; ~ c: c: 0 - aJo~c::_ C "t::E_lDcoc g: ~ g ~ ~ ~ E ,~ := 03 () Q) > lD ,_ t;:: ~ ~ 0. Q) it: '61 of; .S1 ~ ~ ~~-Eg~~~o.) I'~J ) :::cno>aJ'-o.a. 0<<>_=.0(1)0>_ "0-0 >>0 ClI E Q) $ 0 en ,t ---.L: ,g-::~i.c52.c-g T ~~!j-i-~~t (Q g ~ ~ 15 ... S ~ ',:- -=5.8 i~1n, ::> ~O~~~'i8i~ ~ 5-gCll~~P)ltl~c ~~itg~~c~ r C (/) E ~ 0. 0 ,_ c ~~::J~~oQ3~~o ;r;'C 11 = g ti c ~ ~ ,: fl) CUCl>Cl>g_Q) i (P!:!i~""Eii)x,s:.c.L. / =~~~o - .~ .-: ~ 00 ~ z - ..,;j ~ ~ cn~ ~~ &0 O..,;j ~ ~ ~ -l ~ ;:J == 00 ~ 00 - ~ - < 00 '4~ E- - t- '-IJ - V) 0 UJ 00", .v r--- '-.::t t"') ""'" - C"'1 , E- 't- V} ~ ~ ("fj E- ~ r- ~ UJ..-l~t- ~ ..-l ~ _ 00: 5:: !::. !::. <( Cl. .. ~ ~ ~ til <( 0- <( E- ~ S u '" ~ ("") N ~ UJ - N '<:t 00: 0 '" 'D ~ ~ "9 ~, en -0: ~ '" :I: Cl. '" '" o . ~;:::- - UJ t- _ :I: ..-l - t- en t- ~ t;; :J ":':' ~ UJ 00: ..-l .... 0> <( UJ ii': ;> U E- 'D '" Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Dorothy J. Reid Date of Death: October 18, 2004 Estate No.: 21-04-1082 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: I. State whether administration of the estate is complete: Yes 0 No 0 2. If the answer is No, slate when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0. No 0 b. The separate Orphans' Court No. (ifany) for the personal representative's account is: 21-2004-1082 C. Did the personal representative state an account informally to the parties in interest? Yes 0. No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. % cl ~ . l'1/l/l( /~ J).. l>l,L-{. \ SIgnature . I ../ \ James D. Flower, Jr., Esquire / Name Said is, Flower & Lindsay 26 West High Street, Carlisle, PA 17013 Address Date: August 21, 200{ 717 -243-6222 Telephone No. Capacity: 0 Personal Representative o Counsel for personal representative ;t