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HomeMy WebLinkAbout04-1076PETITION FOR PROBATE and GRANT OF LETTERS Estate of x/'~q~r~ ~',~ ~'. also known as ~ ~ ~/~ ~. ~ ~ ~ - ~ ~ 0 ~ ~ ~ Deceased. Social Security No. No. To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner is(w) 18 years of age or older and the Executrix named in the last will of the above decedent, dated D~'qT. ,l ~ a ~a / and codicil(s) dated A/o/~" · (State reit/rant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principalresidenceat ?O~q' ~j'~e-Z,/~'zg~r'~.~' ,.5y7 C'~'Z/.5'Z--% (List street, number and municipality) Decedent, then 70 years of age, died OcZo~.~'~' ~// ~oa 5/ , at 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: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ ~/A $ /t/~q WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented herewith and the grant of letters T;<~'.~AtrJ~-~4,f//thereon. (Testamentary, adrninistratic~4 c.t.a.; administration d.b.n.c.t.a.) Name: Address: Phone: (7/7.) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) ~ ~!,. ,1,.,' The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are tree and correct to the best of the knowledge and l~l~ pf l~iti~r(~and that as personal representative(s) of the above decedent, petitioner(s) will well ai~dtm-[9 ~gnlinigf6:r the estate according to law. Sworn to or affirmed ~tnd subscribed before me this ~ day of REV. 1500 EX + (6-00) w .... ~:$'" OO::~ WILO XOO 00::-' ILlll IL <( REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 04 COUNTY CODE YEAR SOCIAL SECURITY NUMBER COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) TRINNAMAN, JAMES E. .... z w o w o w o DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 528-40-0996 /?' () .L C~i 01076 NUMBER THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 234-56-3199 REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (date of death prior to 12-13-82) o o 5. Federal Estate Tax Return Required Credit (dale of death between 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (AlIach Sch 0) COMPLETE MAILING ADDRESS Ten East High Street Carlisle, P A 17013 (1 ) None (2) 279,338.68 (3) None (4) None (5) 111,593.44 (6) None (7) 48,349.87 (9) 3,500.00 (10) OFFiCiAL tlSE ONLY (8) o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (A\\ach copy of Trust) o 10. Spousal 12-31 THIS SECTION MUST BE,C'OMPLETEb.,ALL CORRESPO AME Ivo V, Otto III, Esquire 10/05/2004 02/14/1934 (11 ) (12) (13) 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) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 20. 0 15,Amount of Line 14 taxable at the spousal tax rate, 435,781.99 x .00 (15) or transfers under Sec. 9116(a)(1.2) z .045 (16) 0 16. Amount of Line 14 taxable at lineal rate x ~ .... => (17) IL 17.Amount of Line 14 taxable at sibling rate x .12 :0 0 0 ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) .... 19. Tax Due (19) (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) TRINNAMAN, JUNE B. 181 1. Original Return o 4. Limited Estate 181 o 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received ..... "'z Ww 0::0 O::z 00 OIL IRM NAME (If applicable) Martson Deardorff Williams & Otto ELEPHONE NUMBER 717/243-3341 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship z o ~ ::J .... ii: <( o W 0:: 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) CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. >>BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH << Copyright 2000 form software only The Lackner Group, Inc, 439,281.99 3,500.00 435,781.99 435,781.99 0.00 0.00 Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 704 Belvedere Street CITY Carlisle jSTATE PA IZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty jf applicable D. Interest E. Penalty (3) 0.00 (4) (5) 0.00 (SA) (5B) 0.00 Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE 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;.................................................................................. D I ~: ~::::~ :h~e~;~:i~~~~:~:=s~~~. .~.~.~~~. ~~~. ~~~. :.~.~.~.~.~ .~~~~~.~~~~~.~. .~.~ .i.~~.~~~~~~~:::::::::::::::::::::::::::::::::::: El d. receive the promise for life of either payments, benefits or care?.............................................................. 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.. ...................................................... ...... ................ ......................................... 0 ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ... ........................................................................ ........ ............ ....................... ~ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. preparer other than the personal representative is based on all information of which preparer has any knowiedge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS June B. Trinnaman 704 Belvedere Street Carlisle, PA 17013 DATE (,/30/vs- ADDRESS DATE Ten East High Street Carlis1e,PA 17013 DATE ~ /~? jD,) 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. {l9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on th [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a ~ to.. l t\ ~'" of assets and filing a tax return are still applicable even if the surviving SP( , \l n \' y For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child t parent, an adoptive parent, or a stepparent of the child is 0% [72 P .S. 991 . The tax rate imposed on the net value of transfers to or for the use of the d 1.2) [72 P.S. 99116 (a) (1 )). If the surviving spouse is 0% Iry requirements for disclosure lth to or for the use of a natural 3~ :::ept as noted in 72 P .S. 99116 The tax rate imposed on the net value of transfers to or for the use of the d. (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in comme.. ...~. ...~ ,-,=-<:\len!, wnether by blood or adoption. SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF TRINNAMAN, JAMES E. I FILE NUMBER 21 - 04 - 01076 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER DEATH 1 Merrill Lynch Account No. 8BA-35S70, 495 shares John Hancock Fin1 Inds C1 B 17.20 8,514.00 (409905601) 2 Scottrade Account No. 78201111, equities (see statement marked "Sch. B, Item 2", 74,587.50 attached) 3 Morgan Stanley Account No. 525049506293, equities (see statement marked "Sch. 194,503.30 B, Item 3", attached) 4 Morgan Stanley Account No. 525049506293, 275 sh. Service Corp. Int'l 6.305 1,733.88 (783890106) TOTAL (Also enter on line 2, Recapitulation) 279,338.68 *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF TRINNAMAN, JAMES E. I FILE NUMBER 21 - 04 - 01076 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER 1 DESCRIPTION VALUE AT DATE OF DEATH 27.77 Merrill Lynch Account No. 8BA-35S70, Cash 2 Morgan Stanley Account No. 525049506293, money market account 4,645.60 3 Morgan Stanley Account No. 525048584, money market account 100,389.22 4 Scottrade Account No. 7820111, cash 6,530.85 TOTAL (Also enter on Line 5, Recapitulation) 111 ,593.44 SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT TRINNAMAN, JAMES E. FILE NUMBER 21 - 04 - 01076 ESTATE OF This schedule must be completed and filed if the answer to any of questions 1 throuah 4 on oaae 2 is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF Include the name of the transferee, their relationship to decedent and the date of transfer. VALUE OF ASSET DECO'S EXCLUSION TAXABLE VALUE NUMBER Attach a copy of the deed for real estate INTEREST (IF APPLICABLE) 1 Merrill Lynch IRA Account No. 8BA-35S7I, money market 7,472.00 100% 7,472.00 account (June B. Trinnaman, spouse, beneficiary) 2 Merrill Lynch IRA Account No. 8BA-35S7I, equities (see 40,877.87 100% 40,877.87 statement market "Sch. G, Item 1", attached) (June B. Trinnaman, spouse, beneficiary) TOTAL (Also enter on line 7, Recapitulation) 48,349.87 . SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF TRINNAMAN, JAMES E. I FILE NUMBER 21 - 04 - 01076 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: DESCRIPTION AMOUNT 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions B. Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City Year(s) Commission paid State Zip 2. Attorney's Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant JUNE B. TRINNAMAN Street Address 704 Belvedere Street City Carlisle 3,500.00 Relationship of Claimant to Decedent State P A Spouse Zip 17013 4. Probate Fees 5. Accountant's Fees 6. Tax Return Prepare;'s Fees 7. Other Administrative Costs 1 TOTAL (Also enter on line 9, Recapitulation) 3,500.00 , REV-1513 EX+ (9-00) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF TRINNAMAN, JAMES K I FilE NUMBER 21 - 04 - 01076 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 June B. Trinnaman Spouse Entire residue 704 Belvedere Street Carlisle, PA 17013 Enter dollar amounts for distributions shown above on lines 15 through 18. as appropriate. on Rev 1500 cover sheet II. 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 ~ ~ ~~.~ y F:\FILES\DA T AFILE\Estale Planning\ I 0438-h. wjlJ LAST WILL AND TEST AMENT I, JAMES E. TRINNAMAN, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. ITEM ONE I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes shall be paid to the extent possible from the assets held or passing under ITEM FIVE hereof as soon as practicable after my decease and as part of the administration of my estate. ITEM TWO In the event my spouse shall predecease or fail to survive me by thirty (30) days, then I give such items of personalty as are itemized in a certain list attached hereto to the persons named thereon, which list is signed and dated by me at the end thereof. ITEM THREE Ifmy spouse, JUNE B. TRINNAMAN, is living thirty (30) days after my death, then I give, devise and bequeath all of my estate, both real and personal property, unto my said spouse, absolutely. Ifmy said spouse does not so survive me, then I give, devise and bequeath all the rest, residue and remainder of my estate, both real and personal property, unto my Trustee to be held or distributed by such Trustee under ITEM FIVE hereof. ITEM FOUR In the event my said spouse shall disclaim all or any portion of any devise or bequest made to my spouse under the foregoing ITEM THREE, then the amount otherwise payable shall be held by my Trustee under ITEM FIVE hereof. For purposes ofthe Trust established under ITEM FIVE hereof, my said spouse shall not be deemed to have predeceased me by virtue of my said spouse's exercise ofthe right to disclaim set forth herein. I ' [initials] Page 1 of 7 Pages ITEM FIVE RESIDUARY AND DISCLAIMER TRUST My Trustee shall hold the assets received under ITEMS THREE and FOUR hereof, if any, for the following purposes: A. My Trustee shall pay the net income, at least quarter-annually, to my spouse, JUNE B. TRINNAMAN, for life. In addition, my Trustee in my Trustee's sole discretion, may invade the principal ofthe Trust for the proper and adequate support of my said spouse. B. My Trustee shall further pay to my said spouse, annually, such sum from the principal of the Trust as my said spouse may request in writing, provided, however, that said sum may not exceed the greater of Five Thousand Dollars ($5,000.00) or five percent (5%) ofthe aggregate value, at the time of said request, of the principal ofthe Trust hereunder. C. Upon the death of my said spouse my Trustees shall distribute the principal of the Trust to my children, JAMES E. TRINNAMAN, III, AMY L. DiBIASO, and MARGARET P. HANSON, in equal shares, absolutely. D. In the event that any of my said children shall fail to survive my spouse and me, but shall leave issue surviving, then such deceased child's share shall be held by my Trustees and the net income therefrom shall be used for the support, maintenance and education of the issue of such deceased child. My Trustees shall use as much of the principal as they shall deem desirable for said purposes. My Trustees shall distribute absolutely the principal of such share of such deceased child to the issue of such deceased child per stirpes as each shall attain the age of twenty-five (25) years. In the event that any of my children shall fail to survive my spouse and me and not leave issue surviving, then such deceased child's share shall be added to the shares of my other children as if originally a part thereof. ITEM SIX POWERS OF EXECUTRIX AND TRUSTEE In addition to the powers conferred by case law, by statute, and by other provisions hereof, my Executrix and Trustee and their successors, shall have the following discretionary powers \"",,). Ji [ initials] Page 2 of 7 Pages applicable to all property held by them which powers shall be effective without order of any court and shall exist until final distribution. A. To retain any property of any nature received by them for whatever period they shall deem advisable; B. To invest and reinvest all or any part of said property in such stocks, bonds, common trust funds, securities, accounts, certificates of deposit (including, but not limited to, stocks, bonds, common trust funds, securities, accounts or certificates of deposit of a trustee) or other property, real or personal, as in their discretion they shall deem proper, without regard to statutes limiting the property which a fiduciary may purchase; C. To sell, transfer, exchange or otherwise dispose of, any part of said property, for cash or on terms, publicly or privately, or to lease, even for a term exceeding five (5) years or the duration of any trust herein, without liability on the purchasers or lessees to see to the application of the proceeds, and to give options for these purchases without the obligation to repudiate them in favor ofa higher offer; D. To execute and deliver any deeds, leases, assignments or other instruments as may be necessary to carry out the provisions of any trust hereunder; E. To borrow money, including the right to borrow money from any bank and to mortgage or pledge any asset of the estate as security; F. To assume continuance of the status of any beneficiary with regard to death, marriage, divorce, illness, incapacity and the like in the absence of information deemed reliable without liability for disbursements made on such assumption; G. To pay from the trust, or the income therefrom, all debts or claims against my estate, or any taxes or similar charges on my estate; H. To make any distribution hereunder either in kind or in money, or partially in kind and partially in money. Distribution in kind shall be made at the market value of the property distributed, and my Trustee, in my Trustee's absolute discretion, may cause the share distributed to any distributee to be composed of property similar to or different from that distributed to any other distributee; '" j .1 [ initials J Page 3 of 7 Pages 1. To exercise any subscription right in connection with any security held hereunder, to consent to or participate in any recapitalization, reorganization, consolidation or merger of any corporation, company or association, the securities of which may be held hereunder, to delegate authority with respect thereto, to deposit investments under agreements, to pay assessments, and generally to exercise all rights of investors; J. To invest in endowment, insurance or annuity policies on the lives of beneficiaries of any trust hereunder; K. To continue in any partnership, joint venture, joint ownership or other business enterprise of which I am a part at the time of my death; L. To compromise claims; M. To continue for whatever period oftime as they shall deem necessary any ownership as a tenant in common or as a partner, in real estate or other property and to act as I could have done had I been living; N. To lend money to my estate or to any trust created hereunder or to purchase from the estate or from any trust created hereunder, at the market value thereof at the time of purchase, any securities or other property tendered to them by my estate or any trust created hereunder at any time and from time to time within a period of nine (9) months after my death; O. In the event that any amounts are payable hereunder or under any trust created hereunder to a minor, or to a person otherwise under legal disability, or to a person not adjudicated to be an incapacitated person, but who, by reason ofiIlness or mental or physical disability is, in the opinion ofthe fiduciary(ies) hereunder, unable to properly administer such amounts, such amounts may be paid by the fiduciary(ies) hereunder in his, her or their sole discretion in any ofthe following ways as he, she or they may deem best: 1. Directly to such beneficiary; 2. To a legally appointed guardian of such beneficiary for the benefit of such beneficiary; 3. To a person having custody of such beneficiary for the benefit of such beneficiary; [initials J Page 4 of 7 Pages 4. By the fiduciary(ies) hereunder using such amounts directly to the benefit of such beneficiary. Evidence of the application of payment of an amount in such a manner shall be a full and complete discharge of the fiduciary(ies) hereunder to the extent of such payment or application. This paragraph shall be applicable to payments of income as well as principal. P. To employ agents, attorneys and proxies and to delegate to them such power as my Executrix and Trustees consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; Q. To conduct an inventory of any safe deposit box necessary to the administration of my estate. R. To do all other acts in their judgment necessary or desirable for the proper management, investment and distribution of my Estate. ITEM SEVEN PROTECTIVE PROVISIONS All income or principal held for the use and benefit ofthe beneficiaries of any trust hereunder shall not be in any way or manner subject to anticipation, assignment, pledge, sale or transfer, nor shall any such interest, while in the possession of my Trustee(s), be liable for or subject to the debts, contracts, obligations, liabilities or torts of any beneficiary, or to attachments, executions or sequestrations under process of law. ITEM EIGHT APPOINTMENT OF EXECUTRIX A..ND TRUSTEE I nominate, constitute and appoint my spouse, JUNE B. TRINNAMAN, as Executrix of my estate. In the event that my said spouse shall predecease me or fail to act as Executrix, then I appoint my children, JAMES E. TRINNAMAN, III, AMY L. DiBIASO, and MARGARET P. HANSON, or the survivor(s) of them, as Executors of my estate. I nominate, constitute and appoint my spouse, JUNE B. TRINNAMAN, as Trustee of any trust created hereunder. In the event that my said spouse shall fail or be unwilling to continue to act [initials] Page 5 of 7 Pages as Trustee, then I appoint my children, JAMES E. TRINNAMAN, III, AMY L. DiBIASO, and MARGARET P. HANSON, or the survivor(s) of them, as Trustee of any trust created hereunder. ITEM NINE WAIVER OF BOND I direct that neither my Executrix nor my Trustee or their successors shall be required to file any bond in any jurisdiction to secure the faithful performance of their duties, nor shall they be required to obtain any order or approval of any court for the exercise of any power or discretion set forth in this Will. IN WITNESS WHEREOF I have hereunto set my hand and seal this "'/ .11 :;,.(c,;'- -- day of , ) . .(,- '- L '" / IA.( (:.~ ,-)-i., t t - (. , <!tc i . j -.\ .,~~ \-;- ) . t\ '1' _ " "'11'\ i A~---,. \.. '-k. ~ "~ {, - '~",~\'_O ,~ ; ~ . - - II \_; {,..' , James E. Trinnaman i}\ -, 'Iv'(tSEAL) SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testator and of each other. ~ , ~j'- ~ ~ Page 6 of 7 Pages COMMONWEAL TH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) We, James E. Trinnaman, Ivo V. Otto III, and rl h-; i ,/,-17,-<." / li.n it.'< the Testator and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his last Will and that the Testator has signed willingly, and that the Testator executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as a witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. . "'" \ \ .', "'",\ (~J ':--, ._~,:'(\/'h;.J<:\ (~; ,) /\./\./v,-/h~':"- }\;\/hr'{"', James E. Trinnaman, Testator ~j~ wnss S-- '11. , ~~ 1 V1MMlR- Subscribed, sworn to and acknowledged before me by James E. Trinnaman, the Testator, and subscribed and sworn to before me by Ivo V. Otto III and r.t;,,; ,J- ~.tfL.r: i.n,; v'-,. . . "';\-' ~../\_ I. the wItnesses, thIS ;'"-.<t.. day ofl\.,...{ ({ ,)\,C<. L,J.tC! . i N;t~ ~~~~i~ "'>(") ) (~r ZJ 1- NOTARIAL SEAL-~l I M~~~~~!~~~~~~~f~'~~~~;~~~;;~'3 I t.-_-x::.::!~~'~_~~: .:.:; :.,''':.: .'" -, '->, . :.:::'..',:: <::',:;::.;L.':.;.',~:~~;.~..-=~;.:,,:-~ i!~'::.-_. Page 7 of 7 Pages No. Estate of ~c~-~ ~ T~mr~& oxc~ rx . Deceased DECREE OF PROBATE AND GRANT OF LETTERS ANDNOW, ~q.C~'4 . 25 ~ 2.©(5t-~ , in consideration ofthe petition on the reverse side hereof, safisfactow proof having been presented before me, IT IS DECREED that the instrument(s) dated [ ?. - O. ~, - ~.c> c~ ~ described therein be admitted to probate and filed of record as the last will of ~c~_~.~e.~ ~: "V,.~, ~,~.¢,,~m ~ and Letters are hereby granted to Will Book # Page FEES Probate, Letters, Etc. Short Certificates( ) TOTAL $ '~t40 · cbc_3 ATTORNEY (Sup. Ct. I.D. No.) [address] [phone] his is to certify that the information here given is correctly copied frmn an original certificate of death duly filed with me as l,ocal Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 10590617 No. Local Registrar OCT 5 2004 Date COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF H EA L'~': * VITAL RECORD8 CERTIFICATE OF DEATH ~le ~. 528 -40 --0996 7O Research Analyst Army Wa[' Nol--1 ~.,~ PA ~,. James'. ~r~nnaman Sr. ~0, White Married 704 B~lvedere St., Carlisle, PA 17013 June B. Trinnaman LAST WILL AND TESTAMENT I, JAMES E. TRINNAMAN, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. ITEM ONE I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes shall be paid to the extent possible from the assets held or passing under ITEM FIVE hereof as soon as practicable after my decease and as part of the administration of my estate. ITEM TWO In the event my spouse shall predecease or fail to survive me by thirty (30) days, then I give such items of personalty as are itemized in a certain list attached hereto to the persons named thereon, which list is signed and dated by me at the end thereof. ITEM THREE If my spouse, JUNE B. TRINNAMAN, is living thirty (30) days after my death, then I give, devise and bequeath all of my estate, both real and personal property, unto my said spouse, absolutely. If my said spouse does not so survive me, then I give, devise and bequeath all the rest, residue and remainder of my estate, both real and personal property, unto my Trustee to be held or distributed by such Trustee under ITEM FIVE hereof. ITEM FOUR In the event my said spouse shall disc!aim all or any portion of any devise or bequest made to my spouse under the foregoing ITEM THREE, then the amount otherwise payable shall be held by my Trustee under ITEM FIVE.,~hg~of. For purposes of the Trust established under ITEM FIVE hereof, my said spouse shall not be de6med to have predeceased me by virtue of my said spouse's exercise of the ~,'gl~ to d~el~ s~,orth herein. Page 1 of 7 Pages [initials] ITEM FIVE RESIDUARY AND DISCLAIMER TRUST My Trustee shall hold the assets received under ITEMS THREE and FOUR hereof, if any, for the following puxposes: A. My Trustee shall pay the net income, at least quarter-annually, to my spouse, JUNE B. TRINNAMAN, for life. In addition, my Trustee in my Trustee's sole discretion, may invade the principal of the Trust for the proper and adequate support of my said spouse. B. My Trustee shall further pay to my said spouse, annually, such sum from the principal of the Trust as my said spouse may request in writing, provided, however, that said sum may not exceed the greater of Five Thousand Dollars ($5,000.00) or five percent (5%) of the aggregate value, at the time of said request, of the principal of the Trust hereunder. C. Upon the death of my said spouse my Trustees shall distribute the principal of the Trust to my children, JAMES E. TRINNAMAN, III, AMY L. DiBIASO, and MARGARET P. HANSON, in equal shares, absolutely. D. In the event that any of my said children shall fall to survive my spouse and me, but shall leave issue surviving, then such deceased child's share shall be held by my Trustees and the net income therefrom shall be used for the support, maintenance and education of the issue of such deceased child. My Trustees shall use as much of the principal as they shall deem desirable for said purposes. My Trustees shall distribute absolutely the principal of such share of such deceased child to the issue of such deceased child per stirpes as each shall attain the age of twenty~five (25) years. In the event that any of my children shall fait to survive my spouse and me and not leave issue surviving, then such deceased child's share shall be added to the shares of my other children as if originally a part thereof. ITEM SIX POWERS OF EXECUTRIX AND TRUSTEE In addition to the powers conferred by case law, by statute, and by other provisions hereof, my Executrix and Trustee and their successors, shall have the following discretionary powers [initials] Page 2 of 7 Pages applicable to all property held by them which powers shall be effective without order of any court and shall exist until final distribution. A. To retain any property of any nature received by them for whatever period they shall deem advisable; B. To invest and reinvest all or any part of said property in such stocks, bonds, common trust fimds, securities, accounts, certificates of deposit (including, but not limited to, stocks, bonds, common trust funds, securities, accounts or certificates of deposit of a trustee) or other property, real or personal, as in their discretion they shall deem proper, without regard to statutes limiting the property which a fiduciary may purchase; C. To sell, transfer, exchange or otherwise dispose of, any part of said property, for cash or on terms, publicly or privately, or to lease, even for a term exceeding five (5) years or the duration of any trust herein, without liability on the purchasers or lessees to see to the application of the proceeds, and to give options for these purchases without the obligation to repudiate them in favor of a higher offer; D. To execute and deliver any deeds, leases, assignments or other instruments as may be necessary to carry out the provisions of any trust hereunder; E. To borrow money, including the right to borrow money from any bank and to mortgage or pledge any asset of the estate as security; F. To assume continuance of the status of any beneficiary with regard to death, marriage, divorce, illness, incapacity and the like in the absence of information deemed reliable without liability for disbursements made on such assumption; G. To pay from the trust, or the income therefrom, all debts or claims against my estate, or any taxes or similar charges on my estate; ~ H. To make any distribution hereunder either in kind or in money, or partially in kind and partially in money. Distribution in kind shall be made at the market value of the property distributed, and my Trustee, in my Trustee's absolute discretion, may cause the share distributed to any distributee to be composed of property similar to or different from that distributed to any other distributee; [initials] Page 3 of 7 Pages I. To exemise any subscription right in connection with any security held hereunder, to consent to or participate in any recapitalization, reorganization, consolidation or merger of any corporation, company or association, the securities of which may be held hereunder, to delegate authority with respect thereto, to deposit investments under agreements, to pay assessments, and generally to exercise all rights of investors; J. To invest in endowment, insurance or annuity policies on the lives of beneficiaries of any trust hereunder; K. To continue in any partnership, joint venture, joint ownership or other business enterprise of which I am a part at the time of my death; L. To compromise claims; M. To continue for whatever period of time as they shall deem necessary any ownership as a tenant in common or as a partner, in real estate or other property and to act as I could have done had I been living; N. To lend money to my estate or to any trust created hereunder or to purchase from the estate or from any trust created hereunder, at the market value thereof at the time of purchase, any securities or other property tendered to them by my estate or any trust created hereunder at any time and from time to time within a period of nine (9) months after my death; O. In the event that any amounts are payable hereunder or under any trust created hereunder to a minor, or to a person otherwise under legal disability, or to a person not adjudicated to be an incapacitated person, but who, by reason of illness or mental or physical disability is, in the opinion of the fiduciary(ies) hereunder, unable to properly administer such mounts, such amounts may be paid by the fiduciary(ies) hereunder in.his, her or their sole discretion in any of the following ways as he, she or they may deem best: 1. Directly to such beneficiary; To a legally appointed guardian of such beneficiary for the benefit of such beneficiary; 3. beneficiary; To a person having custody of such beneficiary for the benefit of such Page 4 of 7 Pages [initials] 4. By the fiduciary(ies) hereunder using such amounts directly to the benefit of such beneficiary. Evidence of the application of payment of an amount in such a manner shall be a full and complete discharge of the fiduciary(ies) hereunder to the extent of such payment or application. This paragraph shall be applicable to payments of income as well as principal. P. To employ agents, attorneys and proxies and to delegate to them such power as my Executrix and Trustees consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; Q. To conduct an inventory of any safe deposit box necessary to the administration of my estate. R. To do all other acts in their judgment necessary or desirable for the proper management, investment and distribution of my Estate. ITEM SEVEN PROTECTIVE PROVISIONS All income or principal held for the use and benefit of the beneficiaries of any trust hereunder shall not be in any way or manner subject to anticipation, assignment, pledge, sale or transfer, nor shall any such interest, while in the possession of my Trustee(s), be liable for or subject to the debts, contracts, obligations, liabilities or torts of any beneficiary, or to attachments, executions or sequestrations under process of law. ITEM EIGHT APPOINTMENT OF EXECUTRIX AND TRUSTEE I nominate, constitute and appoint my.spouse, JUNE B. TRINNAMAN, as Executrix of my estate. In the event that my said spouse shall predecease me or fail to act as Executrix, then I appoint my children, JAMES E. TRINNAMAN, III, AMY L. DiBIASO, and MARGARET P. HANSON, or the survivor(s) of them, as Executors of my estate. I nominate, constitute and appoint my spouse, JUNE B. TRINNAMAN, as Trustee of any trust created hereunder. In the event that my said spouse shall fail or be unwilling to continue to act Page 5 of 7 Pages [initials] as Trustee, then I appoint my children, JAMES E. TRINNAMAN, III, AMY L. DiBIASO, and MARGARET P. HANSON, or the survivor(s) of them, as Trustee of any trust created hereunder. ITEM NINE WAIVER OF BOND I direct that neither my Executrix nor my Trustee or their successors shall be required to file any bond in any jurisdiction to secure the faithful performance of their duties, nor shall they be required to obtain any order or approval of any court for the exercise of any power or discretion set forth in this Will. IN WITNESS WHEREOF I have hereunto set my hand and seal this ~,)&q/~ day of SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed our names as wimesses thereto, in the presence of the said Testator and of each other. Page 6 of 7 Pages COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) We, JamesE. Trinnaman, IvoV. OttolII, and t~Pr~[ ~. -'7~r,~..rn,~ , the Testator and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his last Will and that the Testator has signed willingly, and that the Testator executed it as his fi'ee and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as a witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. James E. Trinnaman, Testator Subscribed, sworn to and acknowledged before me by James E. Triunaman, the Testator, and subscribed and sworn to before me by Ivo V. Otto III and Ri ~ ~f/~} ~v,t ~_ , the witnesses, this ~:~'"~'~ dayof No~ Public ' x(~,/ NOTARIAL SEAl. CORRINE L. MYERS Notary Public Carlisle Boro, CumberlandCounty ML_~ommissicn Expires May 27, 2003 Page 7 of 7 Pages Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 02/28/2005 TRINNAMAN JUNE BARTON 704 BELVEDERE ST CARLISLE, PA 17013 RE: Estate of TRINNAMAN JAMES E File Number: 2004-01076 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.6 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing is due by: 03/05/2005 Your prompt attention to this matter will be appreciated. Thank You. r~ GLENDA FARNER ~;~ Clerk of the Orphans' Court cc: File Counsel Judge F:\F1LESIDA TAFILE\ESTA TES\ I0438.1.notice.cer CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: James E. Trinnaman, Jr. Date of Death: October 5, 2004 File No. 21-04-1076 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or about March 8, 2005. Mrs. June B. Trinnaman 704 Belvedere Street Carlisle, P A 17013 Mrs. Amy L. DiBiaso 71 Spice Bush Drive Co1chester, CT 06415 Mr. James E. Trinnaman III 12012 Ashton Manor Way *104 Orlando, FL 32828 Mrs. Margaret P. Hanson 5425 Valles Avenue S2D Riverdale, NY 10471 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: March 8, 2005 Signature Name ~h't?).~~~ ~B. Trinnaman 4 Belvedere Street Carlisle, P A 17013 (717) 243-8398 Personal Representative ;-() - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ''""'''li~''''':r-! (V_~r-;(".~ BUREAU OF INDIVIDUAL TAXE~tJ,))i-"'~.L '..i ..~_ INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 . INHERITANCE TAX RECORD ADJUSTMENT \ (-. '1r'..""(1 (; i '...' L ,... ," " . I ~J: IVO V OTTO III ]:SQ HARTSON HAL 10 E HIGH ST CARLISLE PA 17013 REV-159~ EX AFP (0~-05J DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-29-2005 TRINNAMAN 10-05-2004 21 04-1076 CUMBERLAND 101 JAMES E Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- --------------------------------------------------------------------------------------------------------------------------------------- REV-1593 EX AFP (03-05) ESTATE OF TRINNAMAN JAMES .. INHERITANCE TAX RECORD ADJUSTMENT .. E FILE NO. 21 04-1076 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adllinistrative Costs/ Miscellaneous Expenses (Schedule H) Debts/Mortgage Liabilities/Liens (Schedule I) Total Deductions Net Value of Tax Return Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax "'''n~N I "~"~.L", r+r AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ADJUSTMENT BASED ON: VALUE OF ESTATE: ADMINISTRATIVE CORRECTION 10. 11. 12. 13. 14. TAX: 15. Allount of 16. Allount of 17. Allount of 18. Allount of 19. Principal TAX CREDITS: Line 14 at Spousal rate Line 14 taxable at Lineal/Class A rate Line 14 at Sibling rate Line 14 taxable at Collateral/Class B rate Tax Due · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ACN 1 01 DATE 09-29-2005 U) (2) (3) (4) (5) (6) (7) .00 279,338.68 .00 .00 111,593.44 .00 48,349.87 (8) 439,281.99 (9) UO) 3,500.00 .00 Ill) (2) (3) (4) 3,500.00 435,781.99 .00 435,781.99 (5) (6) (7) (8) 435.781.99x 00 = .oox 045= .oox 12 = .oox 15 = (9) .00 .00 .00 .00 .00 I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) pt. REV-1470 EX (6-88) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME . INHERITANCE TAX EXPLANATION OF CHANGES REVIEWED BY James E. Trinnaman FILE NUMBER Steven James ACN 21 04-1076 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES A review of the will filed with the original return indicates under Item 3, that if the decedent's sPOuse survives him by 30 days, she receives the entire estate absolutely. In Item 4, it indicates that if she disclaims all or any portion, that amount disclaimed will be held in trust under the instructions in Item 5. Since the spouse was still living 30 days after the death of her husband and there is no disclaimer filed by the spouse, Item 3 of the will would take precedence and the entire estate would pass to the wife and be taxable at the 0% tax rate completely to the spouse and no portion of the estate would be defered to her death. Pa~e 1 ROW COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX ". "APPRAISEMENT , ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-26-2005 TRINNAMAN 10-05-2004 21 04-1076 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 ~Y!_~~9~~_!~!~-~!~~______~___~~!~!~_~9~~~_~9~!!9~_~9~_Y9Y~_~~99~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JAMES E FILE NO. 21 04-1076 ACN 101 BUREAU OF INDIVIDUAC"YlU{fS' ,- - .~ INHERITANCE TAX DIVISIDN PO BOX 2B0601 HARRISBURG PA 1712B-0601 r'r "'.~ ,.,.~. r ; :,) IVO V OHO III MARTSON ETAL 10 E HIGH ST CARLISLE ESQ PA 17013 ESTATE OF TRINNAMAN TAX RETURN WAS: 1 ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule Al 2. Stocks and Bonds (Schedule Bl 3. Closely Held Stock/Partnership Interest (Schedule Cl 4. Mortgages/Notes Receivable (Schedule Dl 5. Cash/Bank Deposits/Misc. Personal Property (Schedule El 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule Gl 8. Total Assets ( Xl CHANGED REV-1S47 EX AFP (06-051 JAMES E SEE ATTACHED NOTICE DATE 09-26-2005 III (2l (3l (4l (Sl (6l (7l .00 279.338.68 .00 .00 111.593.44 .00 48,349.87 (8l APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule Hl 10. Debts/Mortgage Liabilities/Liens (Schedule Il 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule Jl 14. Net Value of Estate Subject to Tax NOTE: If an assessment was issued previously, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal 16. Amount of Line 14 texable at 17. Amount of Line 14 at Sibling 18. Amount of Line 14 taxable at 19. Principal Tax Due TAX CREDITS. rate Lineal/Class A rate rate Collateral/Class B rate (9l 1l0l 3,500.00 .00 (11) 112l 113l 114l NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 439,281.99 3.'iOO 00 435,781.99 387,432.12 48,349.87 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. 115) 116) 117l 118) 48,349.87 X 00 " .00 X 045" .00 X 12 " .00xI5" 119l" .00 .00 .00 .00 .00 . .~~~. . " 1+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID 1-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. Rf. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1470 EX (6-88) INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME James E. Trinnaman FILE NUMBER Harry Herr ACN 2104-1076 101 REVIEWED BY SCHEDULE ITEM NO. EXPLANATION OF CHANGES The estate has deferred the tax on the trust for the benefit of the surviving spouse June B. Trinnaman. ROW Page 1 REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After July 1, 1992) Name of Decedent: ;,,]0 , JAMES E. TRlNNAMAN .",;, Date of Death: October 5, 2004 -J File No.: 21-04-1076 Social Security No.: 528-40-0996 ;>) en ~) 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 x No 2. If the answer is No. state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes. state thefollowing: 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: c. Did the personal representative state an account informally to the parties in interest? Yes No x Spouse, who was the personal representative, was the sole beneficiary; therefore, no accounting was necessary. d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cler of the ans' Court and may be attached to this report. Date: October 17,2005 Signature: Name: Address: Ivo V. Otto III, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, P A 17013 (717) 243-3341 Counsel for personal representative F:\FILES\DATAFILE\ESTATES\10438.I.srcp ." ) -1\ ~,. '.J - ~ (--) ,''<1 ~~~ il1-- " "