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HomeMy WebLinkAbout04-1099 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Ruth Trout also known as Ruth A. Trout , Deceased Howell C. Metre No. Social Security No. 182-36-0600 Petitioner(s), who is/are 18 years of age or older apply(les) for: COMPLETE "A" OR "B" BELOW:) [] A. Probate and Grant of Letters and aver that Petitioner is the executor named in the Last Will of the Decedent, dated August 11, 2003 and codicil(s) dated State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: [] B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite; duranta absentia; duranta minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 22 Hendel Loop, Carlisle, PA 17013 (list street, number and municipality) Decedent, then 90 years of age, died November 19, 2004, at Cumberland County, PA Claremont Nursinq Home, West Pen~'isboro Township, (Loca~on} Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property ................................................................................ $4,000,000 (If not domiciled in PA) Personal property in Pennsylvania ........................................................... $. (If not domiciled in PA) Personal property in County ...................................................... $. Value of real estate in Pennsylvania ................................................................................................... $. Total ..................................................................................................................................... $4.000.000 Real Estate situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: , j Signature A ^ I ,'/ Typed or printed name and residence J ~ / ~ .~, / ~//~, //y '~.,/~ Howell C. Mette, Esquire I .... ' - ' ~ ' 3401 North Front Street, P. O. Box 5950 Harrisburg, PA 17110-0950 FmTn RW-1 Page 1 of 2 (Dauphin County - Rev 9/92) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and afffirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed before me this~~ dayof DECREE OF REGISTER Estate of Ruth Trout, Deceased also known as Ruth A. Trout No. ~:~ ~ _ (}~ _ 10q(~ Social Security No.: 182-36-0600 Date of Death November 19, 2004 AND NOW, ~o, ,-,~0~, \ ,200._~_~, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [] Testamentary [] of Administration are hereby granted to Howell C. Mette (ct, a; dbnct; pendente lite; durante absentJa; durante minodtate} in the above estate and that the instrument(s), if any, dated Au(lust 11, 2003 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters .................................. $1,565.00 Short Certificate(s)- 20 ........$ 60.00 Renunciation ........................ $ Affidavit ( ) ......................... $ 15.00 Extra Pages ( ) .................. $ Codicil .................................. $ JCP Fee ............................... $ 10.00 Inventory & Tax Forms ........ $ Other .................................... $ TOTAL .................... $1,650.00 Register of Wills Attorney: I.D. No.: Address: Telephone: DATE FILED: Howell C. MettepEsquire 07217 ~ 3401 North Fron~,Street Harrisburg, PA 17110-0950 717-232-5000 12-t- ~.o(.~ ~- Form RW-1 Page 2 of 2 (Dauphin Courtly - Rev. g/92) 411673vl OATH OF SUBSCRIBING WITNESS ,Deceased (each) a subscribing wimess to the w/ll/~d.~l presented herewith, (each) being duly qualified according to.~law, de.posff(~ and say, Z) ~resent and saw [ ~-"-~.~.~"~. .~, ^ ~(qt-~_& , the testat Q/~-), sign the same and that I.~0~.~ signed as a wimess at the request of the testat ~ in ~ presence and (in therpresence of each oth~) (in the presence of the other subscribing wimess(es). Sworn to or affirmed and subscribed Before me this ~50tv° 20dayofcDt4 For the Registe~sp:/.~. (Na:n~) (Address) his is to certify that the iuformation here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the Slate Vital Records Office fi~r permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph,~-~ Fee for this certificate, $2.00 P 10887253 Nh, CERTIFICATE OF DEATH CHI:: asI W iI auh estameni OF RUTH TROUT I, RUTH TROUT, of Cumberland Crossings, Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time made. ITEM I: I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my estate or by any recipient of any property, shall be paid by my Executor out of the property passing under ITEM VI of this Will, as an expense and cost of administration of my estate. The Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. ITEM II: I give and bequeath all of my household furniture and furnishings, books, pictures, jewelry, silverware, automobiles, wearing apparel and all other articles of household or personal use or adornment and all policies of insurance thereon to DICKINSON COLLEGE, Carlisle, Pennsylvania. Dickinson College shall decide which items shall be retained for the use of the College Pagel /~z-f~ departments and the Trout Gallery. The balance shall be sold and the proceeds added to the residue passing under ITEM VI. ITEM III.' I give and bequeath the sum of TEN THOUSAND ($10,000) DOLLARS to the PI BETA PHI ALUMNAE CLUB of Harrisburg/Carlisle, Pennsylvania. ITEM IV: I give and bequeath the sum ofTEN THOUSAND ($10,000) DOLLARS to the FRIENDSHIP FUND OF PI BETA PHI. ITEM V: I make the following bequests to each of the following individuals who survives me: (a) (b) TWENTY FIVE THOUSAND ($25,000) DOLLARS to JANET MARY COOK; TWENTY FIVE THOUSAND ($25,000) DOLLARS to E. DALE COOK; (c) FIVE THOUSAND ($5,000) DOLLARS to BARBARA McGONNELL; (d) FIVE THOUSAND ($5,000) DOLLARS to RICHARD BRINSER GEISEL; (e) FIVE THOUSAND ($5,000) DOLLARS to ELIZABETH F. JAMES; Page2 ,/~ ~- (0 FIVE THOUSAND ($5,000) DOLLARS to DAVID GEISEL; (g) FIVE THOUSAND ($5,000) DOLLARS to CONNIE McALLISTER. ITEM VI: I give and bequeath all the rest, residue and remainder of my estate to DICKINSON COLLEGE, Carlisle, Pennsylvania. This bequest shall, to the extent possible, be paid by the distribution in kind of my investment portfolio. This bequest shall be added to RUTH TROUT ENDOWMENT FUND and maintained as a separate fund by DICKINSON COLLEGE. Only the income from such separate fund shall be used exclusively for THE TROUT GALLERY at DICKINSON COLLEGE for the following purposes: (a) (b) (e) (d) Acquisitions; Expansion of the Gallery facilities; Gallery lecturers' services; Expenses of Gallery exhibits. all of which purposes are to be in compliance with that certain Agreement dated the day of August, 2003 by and between DICKINSON COLLEGE and me relating to the terms and condition of gifts by me to DICKINSON COLLEGE. ITEM VII: In the settlement of my estate, my Executor shall possess, among others, the following powers to be exercised for the best interests of the beneficiaries: Page 3 ~)~ ~'~ (a) To retain any investments I may have at my death so long as my Executor may deem it advisable to my estate so to do. (b) To vary investments, when deemed desirable by my Executor, and to invest only in equity securities traded on a national securities exchange and government or corporate bonds rated "A" or higher. (c) In order to effect a division of the principal of my estate or for any other purpose, including any final distribution of my estate, my Executor is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind. If such division or distribution is made in kind, said assets are required to be divided or distributed at their respective values on the date or dates of their division or distribution. (d) To sell either at public or private sale and upon such terms and conditions as my Executor may deem advantageous to my estate, any or all real or personal estate or interest therein owned by my estate severally or in conjunction with other persons or acquired after my death by my Executor, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, exeeute, aeknowledge and deliver any and all deeds, assignments, options or other writings which Page 4 ff ~ may be necessary or desirable in carrying out any of the powers conferred upon my Executor in this paragraph or else- where in my Will. (e) To pay all costs, taxes, expenses and charges in connection with the administration of my estate. My Executor shall pay expenses of my last illness and funeral expenses. ITEM VIII: I hereby nominate, constitute and appoint HOWELL C. METTE to be my Executor. In the event of the death of HOWELL C. METTE or his inability or refusal to serve, I appoint JAMES A. ULSH to serve as my Executor. In the event of the death of JAMES A. ULSH or his inability or refusal to serve, I appoint LLOYD R. PERSUN to be my Executor. My Executor is specifically relieved from the duty or obligation of filing any bond or other security. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding four (4) pages, at the end [LEFT BLANK INTENTIONALLY] Page 5 /r~ ~-- of each page of which I have also set my initials for greater security and better identification this ///'~ day of ~'_A_./~_.,~, ~ ,2003. O (sEAL) RLfTi Tff6U We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament, in the presence of us, who at her request and in her presence and in the presence of each other, have hereunto set our hands and seals the day and year first above written, and we certify that at the time of the execution thereof, the said Testatrix was of sound and disposing mind and memory. (SEAL) (SEAL) Residing at :29353 _2 CERTIFICATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Ruth Trout, a/k/a Ruth A. Trout Date of Death: November 19, 2004 Will No. Admin. No. 2004-01099 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 December 20, 2004 : Name Address Dickinson College P. O. Box 1773 Carlisle, PA 17013 Pi Beta Phi Alumnae Club of Harrisburg/Carlisle c/o Mrs. Fred C. Lindberg 2032 Gateway Blvd. Harrisburg, PA 17110 Friendship Fund of Pi Beta Phi 1150 Town & Country Drive Town & Country, MO 68017 Barbara McGonnell 2802 Boas Street Harrisburg, PA 17103 Richard B. Geisel 5 Lismore Place Mechanicsburg, PA 17050 David Geisel 16 Orchard Drive Dillsburg, PA 17019 104 Strayer Drive Carlisle, PA 17013 210 Cumberland Road Lemoyne, PA 17043 301 South West 23rd St. Ft. Lauderdale, FL 33315-2512 Edward D. Cook Attorney General Commonwealth of Pennsylvania P. O. Box 946 Toa Alta, PR 00954 Charitable Trusts & Organizations Section Strawberry Square Harrisburg, PA 17120 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: December 20 2004 Signature Howell C. Mette~ Esquire~ Name 3401 North Front Street Harrisburg, PA 17110 Address (717) 232-5000 Telephone Capacity: X Personal Representative X Counsel for Personal Representative 413013vl METTE, EVANS & WOODSIDE A. PROFESSIONAL OORPORA.T10N ATTORNEYS AT LAW 8401 NORTH FRONT STREET r.o. BOX ti950 HARRISBURG. FA 17110-0950 HOWELL C. METTE IRS NO. 23-1985005 TELEPHONE (71'7) 232-5000 ll'AX (717) 236-1816 http://www.mette.com February 14,2005 VIA CERTIFIED MAIL RETURN RECEIPT REQUESTED Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 Re: Estate of Ruth A. Trout File No. 21-2004-1099 ['-- ~ (n Dear Ms. Strasbaugh: Enclosed is a check in the amount of $20,235.00 payable to "Register of Wills, Agent" representing a prepayment of Pennsylvania Inheritance Tax in the above-referenced estate proceeding. Please send a receipt for this payment. Thank you for your assistance. Very truly yours, ~~~ "0~ Y- CV\ 0 o0v Lisa J. Knb4'~.J Paralegal to Howell C. Mette UK: Enclosure 416772vl - ,,,,- ::r Cl Cl r- ~ e 0 ~ 9. 'W ~ ~ ~ ': '6 s. a:. ~.,.. ... 'WI 0 - In 0 ... tI- CL. ..J 1-' ~ 1; ~ t ~ -z. II) of. ~ 0 !JI ~ ~ 0- ~ i ~ ~ ell ci Z~i~ci.~ <. - 0 0 u. \1l. ~ 'II, \: ~ !!! ~ ~ 0( ~ . 0 ~ 4. ~ 0:. en J:: t.'< ~ ~ ~ o € ~ ~~ ~ 0 III III () ~ --=~ ~g~ -:.~ ':;:)(1)0 ';C/J!!!.Ollll- "'::-_~0":)~ --=Gl> 04- ~E~-.g€Q.. '" III 0 ell ~ . =u.._"t:oQ) ';_GlGl()ij\ ::: ...... ~ ~ .- :. "'6.- E. Gl-S _ O'~Cw ~f5~()O() - - - - - - - \"'.\ '\1 \~~l " f') .".1 f, ."" ---- ---~ - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17 \ 28-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT METTE HOWEll C POBOX 5950 3401 N FRONT ST HARRISBURG, PA 17110-0950 __n__n fold ESTATE INFORMATION: SSN: , 82-36-0600 FILE NUMBER: 2104-1099 DECEDENT NAME: TROUT RUTH DATE OF PAYMENT: 02/15/2005 POSTMARK DATE: 02/14/2005 COUNTY: CUMBERLAND DATE OF DEATH: 11/19/2004 NO. CD 004948 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $20,235.00 I I I I I I I I TOTAL AMOUNT PAID: $20,235.00 REMARKS: CHECK#121 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WillS Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: 256 3/17/2005 RU1H TROm 21-2004-1099 HOWELLCMETTE P.O. BOX 5950 3401 N. FRONT ST HARRISBURG, PA 171100950 JA 4.00 Total $4.00 Qty 1 Fee Description Short Certificates Fee Total: $4.00 Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: 340 5/5/2005 Ruth Trout 21-04-1099 METTE EVANS & WOODSIDE 3401 NORTH FRONT ST PO BOX 5950 I-L'\RRISB URG, PAl 711 0 0950 cop Qty 2 Fee Description Short Certificates Fee Total 4.00 $8.00 Total: $8.00 '?d <;j-:A if-#. ~<t Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. w REV.1500EX{6-00} , OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER -1L COUNTY CODE --9L 01099_ __ YEAA NUMBER DECEDENrS NAME (LAST, FIRST, AND MIDDLE INITIAL) ~ Trout Ruth ~ DAle OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) ~ 11/19/2004 5/25/1914 ~ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) A SOCIAL SECURITY NUMBER 182-36-0600 THIS RETURN MUST BE FIL.ED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURIlY NUMBER w ... ~::!irn 0.". w"O ::tiC Ol1.i1 .. < 00, D4. 006 D9 Original Return Limited Estate D 2. Supplemental Return [] 3. Remainder Return (date of death prior 10 12-13-82) D 4a. Future Interest Compromise (date of death after 12-12-82) [i] 5. Federal Estate Tax Return Required D 7. Decedent Maintained a Living Trust (Attach copy of Trust) L 8. Total Number of Safe Deposit Boxes D 10. Spousal Poverty Credit (dale olduth between 12.31-91 and 1-1_95~ 0 11. Election to tax under $ec. 9113(A)(AtlaChSChO) Decedent Died Testate (Allach copy of 'Nill) litigation Proceeds Received THIS SECTiON MUST BE COMPLETED, ALL CORRESPONDENCE AND CONfiDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS ... z w o z o .. .. W II: ~ Howell C. Mette I Es ire FIRM NAME (If Applicable) METTE, EVANS & WOODSIDE TELEPHONE NUMBER 3401 N. Front Street, PO Box 5950 Harrisburg, PA 17110-0950 71 7-232-5000 0.00 6,570,850.15 0.00 0.00 264,215,88 0.00 OFFICIAl... USE ONLY ~"~,..) ') ..:::: ., 1. Real Estate (Schedule A) (1) (2) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) Z 6. JO Owned Property (Schedule F) 0 i= Separate Billing Requested :3 7. Inter.vivos Transfers & Miscellaneous Non-Probate Property i:! (Schedule G or L) 0: 8. Total Gross Assets (total Lines 1-7) <( 0 W 9. Funeral Expenses & Administrative Costs (Schedule H) It (4) (5) (6) ') (7) 57,000,00 r,o,,) C,J (9) (8) 113,309,08 79,026,50 6,892,066.03 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) (11) 192,335,58 6,699,730,45 6,557,730,45 12. Net Value of Estste (line 8 minus Line 11) 13. Charitable and Governmental BequestsfSec 9113 Trusts for which an election to tax has not been made (Schedule J) (12) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 142,000,00 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax Z rate, or transfers under Sec. 9116 (a)(1.2) o >= oc( 16. Amount of Line 14 taxable at lineal rate ... ::> ~ 17. Amount of Line 14 taxable at sibling rate o (.) 18. Amount of Line 14 taxable at collateral rate )( ~ 19. Tax Due 20.0 0,00 x.O L(15) 0,00 X.O 45 (16) 0.00 x.12 (17) 142,000.00 x.15 ~~ 0.00 0,00 0.00 (19) 21,300.00 21,300.00 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON RBlE~SE SIDE AND RECHECK MATH < < 3W46451.000 d . C Add Dece ents omDlete ress: ~ET ADDRESS '22 Hendel Loop Cumberland CI1Y I STAlE I ZIP Carlisle PA 17013- Tax Payments and Credits: 1. Tax Due (Page 1 Line 1 g) 2. Credits/Payments A. Spousal Poverty Cred~ B. Prior Payments C. Discount (1) 21,300.00 0.00 20.235.00 1,065.00 3. InteresUPenally if applicable D. Interest E. Penalty Total Cred~s (A + B + C) (2) 21,300.00 0.00 0.00 TolallnleresUPenalty (D + E) (3) 0.00 4. If Line 2 is grealer Ihan Line 1 + Line 3, enler Ihe difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to requesl a refund (4) 0.00 5. If Line 1 + Line 3 is grealer than Line 2, enter Ihe difference. This is Ihe TAX DUE. (5) 0.00 A. Enter Ihe inlerest on the lax due. (5A) 0.00 B. Enter Ihe tolal of Line 5 + 5A. This is Ihe BALANCE DUE. (5B) Make Check Pa able to: REGISTER OF WILLS, AGENT 0.00 J 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 [lg b. retain the right to designate who shall use the property transferred or its income; . D []g C. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . D [j d. receive the promise for life of either payments, benefits or care? . . . . . . . . . D [j 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. IX] D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D []g 4. Old decedent own an Individual Retirement Account, annuity, or other non-probate property whIch contains a benefiCIary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D [j IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury. I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it Is tNe, correct and complete. Declaration of praparer other than tha personal represantative is based on all information ofw hichpre arefhas any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN ~6 Howell C. Mette, Executor ADDRESS 3401 N. Front Street, PO Box 5950 SIGNATURE OF PREPARER OlHER THAN REPRESENTAllVE Howell C. Mette, Esquire ADDRESS 3401 N. Front Street, PO Box 5950 Harrisburg, PA 17110-0950 OAlE Harrisburg, PA 17110-0950 :Bk,,'l II m:r",.~jjlpp.Jr;~':'!1j't'l:li'+:~:'!'~Vttt'i ""''',~_ f ',~_,~E,pa;:g,~~,,~n; '\f,.;itlta1m:i:~r;;::t;1~P$mt~uir- ..L'1'!l:' !~ 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 orfOf the use of the surviving spouse is 3% 172 P.S. ~ 9916 (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 orforthe use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (il)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements fOf disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on Of after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty.one years of age Of younger at death to Of for the use of a natural parent, an adoptive parent, 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%, except as noted in 72 P.S. S 9116(1.2) (72 P.S. ~9116{a)(1)l. 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. 99116{a)(1.3)]. A Sibling is defined, under Section 9102, ssen individual who has at least one parent in common with the decedent, whether by blood or adoption. 3W46461.000 i).)e, 21,.15.lJ-j ~ I"" Pd/slc5.0{) ~~50,()O -.fA REV-1503 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER Ruth A Trout 21 04 01099 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. 2,000 Shares 3M Co CUSIP: 88579Y101 Dividend accrued on 11/19/2004 VALUE AT DATE OF DEA 1H 163,020.00 720.00 2 20,000 Par Adams Cnty PA DTD 10/01/2002; MAT 11/15/2031 Interest accrued to 11/19/2004 3 2,952 Shares Adesa, Inc. CUSIP: 00686U104 Dividend accrued on 11/19/2004 4 984 Shares Allete, Inc. CUSIP: 018522102 Dividend accrued on 11/19/2004 5 20,838 Shares Allied Irish Bks PLC CUSIP: 019228402 6 2,280 Shares AT&T Corp. CUSIP: 001957505 19,794.40 10.56 59,423.76 221.40 34,779.48 295.20 779,966.34 42,225.60 7 135,000 Par Austin PA Area Sch Dist DTD 04/15/2004; MAT 05/01/2017 CUSIP: 052365BB8 Interest accrued to 11/19/2004 132,984.45 256.50 8 100,000 Par Big Spring PA Sch Dist DTD 6/01/2003; MAT 04/01/2015 CUSIP: 089543CEO Interest accrued to 11/19/2004 98,982.00 500.00 9 1,058 Shares BP PLC CUSIP: 055622104 63,495.87 Total from continuation schedules 5,174,174.59 3W46961.000 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 6,570,850.15 Estate of: Ruth A Trout 182-36-0600 Schedule B (Page 2) Item No. Description Value at Date of Death Dividend accrued on 11/19/2004 450.70 10 100,000 Par Carlisle Bora PA DTD 03/15/2002; MAT 10/01/2010 CUSIP: 142291GW7 Interest accrued to 11/19/2004 102,937.00 533.33 11 100,000 Par Claysburg Kimmel PA Sch Dist DTD 01/01/2002; MAT 01/15/2031 CUSIP: 183856DU4 Interest accrued to 11/19/2004 101,136.00 1,722.22 12 100,000 Par College Twp PA Wtr Auth DTD 11/01/2003; MAT 01/01/2022 CUSIP: 194512BE8 Interest accrued to 11/19/2004 100,132.00 1,677.08 13 100,000 Par Cumberland Cnty PA DTD 12/01/2002; MAT 05/01/2013 CUSIP: 230597LBO Interest accrued to 11/19/2004 101,701.00 200.00 14 115,000 Par Dauphin Cnty PA DTD 10/15/2002; MAT 11/15/2022 CUSIP: 238253QU5 Interest accrued to 11/19/2004 116,774.45 59.42 15 200 Shares Du Pont E I De Nemours & Co. preferred stock CUSIP: 263534208 14,275.00 16 18,344 Shares Exxon Mobil Corp. CUSIP: 30231G102 Dividend accrued on 11/19/2004 920,777.08 4,952.88 17 100,000 Par Fairview Twp PA Auth Swr DTD 08/01/2001; MAT 11/01/2013 CUSIP: 306005DA4 Interest accrued to 11/19/2004 106,761.00 235.00 Total (Carry forward to main schedule) 1,574,324.16 Estate of: Ruth A Trout 182-36-0600 Schedule B (Page 3) Item No. Description Value at Date of Death 18 5,780 Shares Foot Locker, Inc. CUSIP: 344849104 140,049.40 19 9,411 Shares Fu1 ton Fin1 Corp. PA CUSIP: 360271100 208,735.98 20 105,000 Par Gateway PA Sch Dist DTD 09/01/2003; MAT 10/15/2032 CUSIP: 367748KG4 Interest accrued to 11/19/2004 107,032.80 495.83 21 100,000 Par Hamilton Twp PA Mun Auth Swr DTD 05/15/1999; MAT 09/01/2008 CUSIP: 408104CQ8 Interest accrued to 11/19/2004 100,135.00 920.83 22 10,000 Shares Hershey Foods Corp. CUSIP: 427866108 518,000.00 23 105,000 Par Highspire Bore PA DTD 04/15/2004; MAT 08/15/2019 CUSIP: 431145CC3 Interest accrued to 11/19/2004 24 60,000 Par Highspire Bora PA DTD 04/15/2004; MAT 08/15/2020 CUSIP: 431145CD1 Interest accrued to 11/19/2004 25 35,000 Par Highspire Bora PA DTD 04/15/2004; MAT 08/15/2021 CUSIP: 431145CE9 Interest accrued to 11/19/2004 26 2,614 Shares Kimberly Clark Corp. CUSIP: 494368103 101,385.90 1,069.25 58,214.40 626.67 34,373.85 379.26 164,237.62 Total (Carry forward to main schedule) 1,435,656.79 Estate of: Ruth A Trout 182-36-0600 Schedule B (Page 4) Item No. Description Value at Date of Death 27 9,852 Shares Lucent Technoloqies, Inc. CUSIP: 549463107 28 100,000 Par Mercer Cnty PA DTD 05/01/2001; MAT 10/01/2022 CUSIP: 587868DT4 Interest accrued to 11/19/2004 29 110,000 Par Middletown Bore PA DTD 12/15/2003; MAT 01/01/2029 CUSIP: 596842AJ3 30 100,000 Par Monroe Twp PA DTD 08/01/2003; MAT 08/01/2017 CUSIP: 611332DQ7 Interest accrued to 11/19/2004 31 475 Shares NCR Corp New 40,245.42 104,773.00 666.67 108,606.30 99,474.00 1,170.00 27,113.00 32 100,000 Par North Allegheny PA Sch Dist DTD 11/15/1997; MAT 05/01/2021 CUSIP: 656678JQ3 Interest accrued to 11/19/2004 103,243.00 250.00 33 100,000 Par Pennsylvania St Higher Edl Faa DTD 05/15/2003; MAT 12/01/2023 CUSIP: 70917NUQ5 Interest accrued to 11/19/2004 103,074.00 2,146.67 34 115,000 Par Pennsylvania St Higher Edl Fac DTD 03/15/2004; MAT 06/15/2021 CUSIP: 70917NE75 Interest accrued to 11/19/2004 110,544.90 1,967.78 35 100,000 Par Pennsylvania St Higher Edl Fac DTD 03/15/2004; MAT 06/15/2024 CUSIP: 70917NF25 Interest accrued to 11/19/2004 96,390.00 1,818.06 Total (Carry forward to main schedule) 801,482.80 Estate of: Ruth A Trout 182-36-0600 Schedule B (Page 5) Item No. Description Value at Date of Death 36 100,000 Par Pennsylvania Hag Fin Agy DTD 08/01/1999; MAT 10/01/2007 CUSIP: 708792C20 Interest accrued to 11/19/2004 104,837.00 686.67 37 100,000 Par Pennsylvania St Tpk Commn DTD 03/01/2001; MAT 12/01/2026 CUSIP: 709223NN7 Interest accrued to 11/19/2004 103,074.00 2,333.33 38 1,980 Shares PNC Finl Bves Group, Inc. CUSIP: 693475105 107,523.90 39 100,000 Par Rose Tree Media PA Soh Dist DTD 03/15/1999; MAT 02/15/2013 CUSIP: 777152FYO Interest accrued to 11/19/2004 104,361. 00 1,201.11 40 100,000 Par Sellersville PA DTD 01/15/2003; MAT 05/15/2016 CUSIP: 816442BZ9 Interest accrued to 11/19/2004 101,170.00 46.67 41 100,000 Par Shaler PA Area Sch Dist DTD 09/01/1998; MAT 10/01/2006 CUSIP: 819215KW3 Interest accrued to 11/19/2004 103,730.00 566.67 42 100,000 Par Silver Spring Twp PA DTD 11/01/2001; MAT 05/01/2019 CUSIP: 828182DN2 Interest accrued to 11/19/2004 104,714.00 250.00 43 100,000 Par Springfield Twp PA Swr Auth DTD 06/01/2001; MAT 10/15/2014 CUSIP: 851598BH4 Interest accrued to 11/19/2004 104,130.00 448.61 Total (Carry forward to main schedule) 839,072.96 Estate of: Ruth A Trout 182-36-0600 Schedule B (Page 6) Item No. Description Value at Date of Death 44 115,000 Par Susquehanna Twp PA Sch Dist DTD 09/15/2004; MAT 05/15/2020 CUSIP: 869182EZ4 113,693.60 45 100,000 Par Trinity Area Sah Dist PA DTD 04/01/2003; MAT 11/01/2017 CUSIP: 896417KT8 Interest accrued to 11/19/2004 100,244.00 205.00 46 3,168 Shares Verizon Communications CUSIP: 92343VI04 130,695.84 47 75,000 Par West Shore PA Sch Dist DTD 10/15/2004; MAT 11/15/2015 CUSIP: 955819NR4 Interest accrued to 11/19/2004 73,041.00 256.77 48 100,000 Par Westmoreland Cnty PA DTD 09/25/2000; MAT 06/01/2006 CUSIP: 960895QG8 Interest accrued to 11/19/2004 103,425.00 2,076.67 Total (Carry forward to main schedule) 523,637.88 REV.1tl)6 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Ruth A Trout FILE NUMBER 21 04 01099 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jOlntly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Cash on hand 42.54 2 Cigna Companies, Life Insurance Co. of North America - insurance proceeds from hospitalization policy 690.00 3 Claremont Nursing and Rehabilitation Center - refund of unused nursing home care 2,841.12 4 Fulton Bank Checking Account #106833020 Interest accrued to 11/19/2004 56,774.08 4.86 5 Fulton Bank Money Market Account #9900-66894 Interest accrued to 11/19/2004 20,780.89 6.15 6 Janney Montgomery Scott Money Market Account #HB29 8302-5235 14 7.61 7 Links 2 Care - refund of in-home nursing services 1,200.00 8 M&T Bank Checking Account #86498282 Interest accrued to 11/19/2004 170,478.32 8.45 9 Penn National Insurance - refund of renter's insurance 132.00 10 Tangible personal property Net proceeds from sale of personal property at public auction performed by Rowe's Auction Service; see attached. 10,468.00 11 Towers Administrators, Inc. - refund of unearned premium on PBP Hospital Indemnity Plan 57.95 Total from continuation schedules 583.91 3W46AO 1.000 TOTAL (Also enter on line 5 Recanitulation\ $ (If more space is needed, insert additional sheets of the same size) 264,215.88 Estate of: Ruth A Trout 182-36-0600 Schedule E (Page 2) Item No. Description Value at Date of Death 12 Wachovia Bank, N.A. - uncashed distribution check from Dickinson College Pooled Income Fund 583.91 Total (Carry forward to main schedule) 583.91 REV-1t10 EX + (6-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONVIJEAl TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ruth A Trout FILE NUMBER 21 04 01099 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTlON OF PROPER1Y ITEM IJICLLOETl-EN/lMEOFTl-ETRANSFEREE, THEIR RElATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBE Tl-EOATEOFTRAN>FER. ATTACH A COPY OF TI-E DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IF APPUCABLEl VALUE 1. Gifts to Diane Zeiders made within one year of death 60,000.00 100.0000 3,000.00 57,000.00 TOTAL (Also enter on line 7, Recapitulation) $ 57 000.00 (If more space Is needed, insert additional sheets of the same size) 3W46AF1.DDD REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ruth A Trout SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Debts of decedent must be reported on Schedule I. FILE NUMBER 21 04 01099 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAl EXPENSES: 1. Neill Funeral Home, Inc. 7,581.52 8. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 50,000.00 Name of Personal Representative(s) Howell C. Mette Social Security Number(s) I E1N Number of Personal Representative(s) Street Address 3401 North Front Street City Harrisburq State PA Zip 17110-0950 Year(s) Commission Paid: 2005 2. Attorney Fees 50,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Clai mant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 1,694.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Commerce Bank Check printing fees 85.00 2 Cumberland Crossings 3,124.32 Total from continuation schedules 824.24 TOTAL (Also enter on line 9, Recapitulation) $ 113 309.08 3W46AG 1.000 (If more space is needed, insert additional sheets of the same size) Estate of: Ruth A Trout 182-36-0600 Schedule H Part 7 (Page 2) 3 4 5 6 7 Cumberland Law Journal 75.00 90.91 41.62 144.29 472.42 First Energy Company (Met-Ed) Sprint The Sentinel UGI Utilities Total (Carry forward to main schedule) 824.24 REV-1~12 EX + (12-03) COMMONWEAL 1H OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ruth A Trout SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 04 01099 Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death, Including unrelmbursed medical expenses. ITEM NUNlBER 1. DESCRIPTION VALUE AT DATE OF DEATH Andorra Radiology 869.00 2 BETRA In Home Care 1,347.00 3 Blue Mountain Anesthesia Assoc. 2,040.00 4 Philip D. Carey, MD 5 Carlisle Digestive Disease Assoc. , Ltd. 6 Carlisle Pathology Assoc. 7 Carlisle Regional Medical Center Hospital bill 8 CRMC Anesthesia 295.00 180.00 395.00 47,998.59 1,171.00 9 OBI Laboratories, Inc. 63.93 10 First Energy Company (Met-Ed) 18.22 11 Graham Medical Clinic, PC 2,418.00 12 Lanc HMB Phys Mgmt Cent Penn 206.00 13 Moffitt Heart & Vascular Group 750.00 14 Outstanding checks written prior to death which did not clear decedent's checking account until after death 11,476.77 15 PA Department of Revenue Balance of 2004 personal state income tax 1,029.00 16 Sprint 116.80 17 UGI Utili ties 108.19 Total from continuation schedules 8,544.00 3W46AH 2.000 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 79 026.50 Estate of: Ruth A Trout 182-36-0600 Schedule I (Page 2) Item No. Description Amount 18 Wachovia Bank, N.A. reimbursement for overpayment from the Brook Trout CRAT U/W Brook Trout 07/28/1972 8,324.00 19 Baxter D. Wellman, II, D.O. 220.00 Total (Carry forward to main schedule) 8,544.00 REV-1513 EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ruth A Trout FILE NUMBER 21 04 01099 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Edward D. Cook 609 South West 11th Street Apt. #1 Ft. Lauderdale, FL 33315 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE NUMBER I General Bequests: 25,000.00 None 25,000.00 2 Janet M. Cook 301 South West 23rd Ft. Lauderdale, FL Street 33315-2512 General Bequests: 25,000.00 None 25,000.00 3 David Geisel 16 Orchard Drive Dillsburg, PA 17019 General Bequests: 5,000.00 None 5,000.00 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 1 Pi Beta Phi Foundation Specific monetary bequest 10,000.00 2 Dickinson College Carlisle, PA 100% of residue 6,547,730.45 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 3W46A11.000 (If more space IS needed, insert additional sheets of the same size) $ 6 557 730.45 Estate of: Ruth A Trout Schedule J Part 1 (Page 2) Item No. Description 4 Richard B. Geisel 5 Lismore Place Mechanicsburg, PA 17050 General Bequests: 5,000.00 None 5 Elizabeth F. James 1 Todd Circle Apt. D Carlisle, PA 17013 General Bequests: 5,000.00 None 6 Connie McAllister 210 Cumberland Road Lemoyne, PA 17043 General Bequests: 5,000.00 None 7 Barbara McGonnell c/o Deborah Koppenheffer, POA 619 Union Street Millersburg, PA 17019 General Bequests: 5,000.00 None 8 Pi Beta Phi Alumnae Club of Harrisburg/Carlisle c/o Mrs. Fred C. Lindberg 2032 Gateway Blvd. Harrisburg, PA 17110 General Bequests: 10,000.00 None 9 Zeiders Diane 325 West 2nd Street Hummelstown, PA 17036 None 182-36-0600 Relation Amount 5,000.00 5,000.00 5,000.00 5,000.00 10,000.00 57,000.00 METTE, EVANS 6< WOODS1DE ATTORNEYS AT LAw HARRISBURG. PENNSYL..VANIA 17110-0950 f4asf lOill aub wrsiamrui OF RUTH TROUT I, RUTH TROUT, of Cumberland Crossings, Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time made. ITEM I: I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my estate or by any recipient of any property, shall be paid by my Executor out of the property passing under ITEM VI of this Will, as an expense and cost of administration of my estate. The Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. ITEM II: I give and bequeath all of my household furnitute and furnishings, books, pictures, jewelry, silverware, automobiles, wearing apparel and all other articles of household or personal use or adornment and all policies of insurance thereon to DICKINSON COLLEGE, Carlisle, Pennsylvania. Dickinson College shall decide which items shall be retained for the use of the College Page 1 ;"1 / T: II Ii' '\ departments and the Trout Gallery. The balance shall be sold and the proceeds added to the residue passing under ITEM VI. / ITEM III: I give and bequeath the sum of TEN THOUSAND ($10,000) DOLLARS to the PI BETA PHI ALUMNAE CLUB of Harrisburg/Carlisle, Pennsylvania. / ITEM IV: I give and bequeath the sum ofTEN THOUSAND ($10,000) DOLLARS to the FRIENDSHIP FUND OF PI BETA PHI . ITEM V: I make the following bequests to each ofthe following individuals who survives me: 'i (a) j (b) ~) ~) ie) Page 2 TWENTY FIVE THOUSAND ($25,000) DOLLARS to JANET MARY COOK; TWENTY FIVE THOUSAND ($25,000) DOLLARS to E. DALE COOK; FIVE THOUSAND ($5,000) DOLLARS to BARBARA McGONNELL; FIVE THOUSAND ($5,000) DOLLARS to RICHARD BRINSER GEISEL; FIVE THOUSAND ($5,000) DOLLARS to ELIZABETH F. JAMES; 1T \ - v<b FIVE THOUSAND ($5,000) DOLLARS to DAVID GEISEL; ;(g) FIVE THOUSAND ($5,000) DOLLARS to CONNIE McALLISTER. I~TEM VI: I give and bequeath all the rest, residue and remainder of my estate to DICKINSON COLLEGE, Carlisle, Pennsylvania. This bequest shall, to the extent possible, be paid by the distribution in kind of my investment portfolio. This bequest shall be added to RUTH TROUT ENDOWMENT FUND and maintained as a separate fund by DICKINSON COLLEGE. Only the income from such separate fund shall be used exclusively for THE TROUT GALLERY at DICKINSON COLLEGE for the following purposes: (a) Acquisitions; (b) Expansion of the Gallery facilities; (c) Gallery lecturers' services; (d) Expenses of Gallery exhibits. all of which purposes are to be in compliance with that certain Agreement dated the day of August, 2003 by and between DICKINSON COLLEGE and me relating to the terms and condition of gifts by me to DICKINSON COLLEGE. ITEM VII: In the settlement of my estate, my Executor shall possess, among others, the following powers to be exercised for the best interests of the beneficiaries: Page 3 'Ffr- -,.--...-. . (a) To retain any investments I may have at my death so long as my Executor may deem it advisable to my estate so to do. (b) To vary investments, when deemed desirable by my Executor, and to invest only in equity securities traded on a national securities exchange and government or corporate bonds rated "A" or higher. (c) In order to effect a division of the principal of my estate or for any other purpose, including any fin,ai distribution of my estate, my Executor is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind. If such division or distribution is made in kind, said assets are required to be divided or distributed at their respective values on the date or dates of their division or distribution. (d) To sell either at public or private sale and upon such terms and conditions as my Executor may deem advantageous to my estate, any or all real or personal estate or interest therein owned by my estate severally or in conjunction with other persons or acquired after my death by my Executor, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability ofthe purchaser or purchasers to see to the application ofthe purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings which Page 4 RI J. I may be necessary or desirable in carrying out any of the powers conferred upon my Executor in this paragraph or else- where in my Will. (e) To pay all costs, taxes, expenses and charges in connection with the administration of my estate. My Executor shall pay expenses of my last illness and funeral expenses. ITEM VIII: I hereby nominate, constitute and appoint HOWELL C. METTE to be my Executor. In the event of the death of HOWELL C. METTE or his inability or refusal to serve, I appoint JAMES A. ULSH to serve as my Executor. In the event of the death of JAMES A. ULSH or his inability or refusal to serve, I appoint LLOYD R. PERSUN to be my Executor. My Executor is specifically relieved from the duty or obligation of filing any bond or other security. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding four (4) pages, at the end [LEFT BLANK INTENTIONALLY] Page 5 P;T ~ - , """,.",.:;",,,,-~,,"-.. " ".. ':.~cri'~t,.!~~I-,,'~~:J~~~'" 'n, :~,",,""~i~""~ ;:";"'_""'''''''.''''''L._',''"' .,...1,.'....... .' '.- " .. ::..:.>...:.:.:.....<::-:,.....;_:I\.......'T"".>>" I I of each page of which I have also set my initials for greater security and better identification this / / J./-- day of --tt.J .J1~J AT ,2003. ~ ~ ,/ (~ .!:I,/z ~ (SEAL) RUTKTROUT We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament, in the presence of us, who at her request and in her presence and in the presence of each other, have hereunto set our hands and seals the day and year first above written, and we certify that at the time ofthe execution thereof, the said Testatrix was of sound and disposing mind and memory. ~~Jf!~AL) Residing at 2.-0 LC;- )). 2& J./lV ~ /u, Ptp, /7017 I i~~"Vf,A~ (SEAL) Residing at-..~5 (1).5; ~Ai'I'\d (SEAL) Residing at :29353 _2 Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Ruth A. Trout No. 21-04-1099 also known as Date of Death November 19, 2004 late of West Pennsboro Township, Cumberland County, Pennsylvania, , Deceased Social Security No. 182-36-0600 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. IM/e verify that the statements made in this Inventory are true and correct. IM/e understand thai false statements herein are made subject to the penalties of 18 Pa. e.s. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Howell C. Mette, Esquire Personal Representative: Howell C. Mette, Executor J ieWl aIr /11t rib- I ' Dated: May ,to , 2005 1.0. No.: 07217 Address 3401 N. Front Street, Harrisburg, PA 17110-0950 Telephone: (717) 232-5000 DESCRIPTION VALUE REAL ESTATE: None PERSONAL PROPERTY: See Attached ""i TOTAL 6,835,066.03 c", (Attach Additional Sheets If Necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. 424387v1 \J' F0lTT1RW-7(DallphinCollnty)-Rev.9J92 No. of Shares 2,000 2,952 984 20,838 2,280 1,058 200 18,344 5,780 Page 1 Estate of Ruth A Trout Estate Inventory Valued as of Date of Death Cash & Cash Equivalents Cash on hand $ Fulton Bank Checking Account #106833020 Interest at Date of Death Fulton Bank Money Market Account #9900-66894 Interest at Date of Death Janney Montgomery Scott Money Market Account #HB29 8302-5235 M&T Bank Checking Account #86498282 Interest at Date of Death Total Cash & Cash Equivalents Stocks 3M Co Dividend at Date of Death $ Adesa, Inc. Dividend at Date of Death Allete, Ine. Dividend at Date of Death Allied Irish Bks PLC AT&T Corp. BP PLC Dividend at Date of Death Ou Pont E I De Nernours & Co. preferred stock Exxon Mobil Corp. Dividend at Date of Death Foot Locker, Inc. (1) 42.54 56,774.08 4.86 20,780.89 6.15 147.61 170,478.32 8.45 163,020.00 720.00 59,423.76 221 .40 34,779.48 295.20 779,966.34 42,225.60 63,495.87 450.70 14,275.00 920,777.08 4,952.88 140,049.40 $ 248,242.90 No. of Shares 9.411 10,000 2,614 9,852 475 1,980 3,168 Par Value 20,000 135,000 100,000 100,000 100,000 100,000 100,000 Page 2 Estate Inventory Stocks Fulton Fin1 Corp. PA Hershey Foods Corp. Kimberly Clark Corp. Lucent Technologies, Inc. NCR Corp New PNC Finl Svcs Group, Inc. Verizon Communications Total Stocks Bonds, Debentures & T-Bills Adams Cnty PA DTD 10/01/2002; MAT 11/15/2031 Interest at Date of Death Austin PA Area Soh Dist DTD 04/15/2004; MAT 05/01/2017 Interest at Date of Death Big Spring PA Soh Dist DTD 6/01/2003; MAT 04/01/2015 Interest at Date of Death Carlisle Boro PA DTD 03/15/2002; MAT 10/01/2010 Interest at Date of Death C1aysburg Kimmel PA Soh Dist DTD 01/01/2002; MAT 01/15/2031 Interest at Date of Death College Twp PA Wtr Auth DTD 11/01/2003; MAT 01/01/2022 Interest at Date of Death Cumberland Cnty PA DTD 12/01/2002; MAT 05/01/2013 Interest at Date of Death (2) $ 208,735.98 518,000.00 164,237.62 40,245.42 27,113.00 107,523.90 130,695.84 $ 19,794.40 10.56 132,984.45 256.50 98,982.00 500.00 102,937.00 533.33 101,136.00 1,722.22 100,132.00 1,677.08 101,701.00 200.00 $ 3,421,204.47 Estate Inventory Par Value Bonds, Debentures & T-Bills 115,000 Dauphin Cnty PA DTD 10/15/2002; MAT 11/15/2022 $ 116,774.45 Interest at Date of Death 59.42 100,000 Fairview Twp PA Auth Swr DTD 08/01/2001; MAT 11/01/2013 106,761.00 Interest at Date of Death 235.00 105,000 Gateway PA Sch Dist DTD 09/01/2003; MAT 10/15/2032 107,032.80 Interest at Date of Death 495.83 100,000 Hamilton Twp PA Mun Auth Swr DTD 05/15/1999; MAT 09/01/2008 100,135.00 Interest at Date of Death 920.83 105,000 Highspire Bora PA DTD 04/15/2004; MAT 08/15/2019 101,385.90 Interest at Date of Death 1,069.25 60,000 Highspire Bora PA DTD 04/15/2004; MAT 08/15/2020 58,214.40 Interest at Date of Death 626.67 35,000 Highspire Bora PA DTD 04/15/2004; MAT 08/15/2021 34,373.85 Interest at Date of Death 379.26 100,000 Mercer Cnty PA DTD 05/01/2001; MAT 10/01/2022 104,773.00 Interest at Date of Death 666.67 110,000 Middletown Bora PA DTD 12/15/2003; MAT 01/01/2029 108,606.30 100,000 Monroe Twp PA DTD 08/01/2003; MAT 08/01/2017 99,474.00 Interest at Date of Death 1,170.00 100,000 North Allegheny PA Sch Dist DTD 11/15/1997; MAT 05/01/2021 103,243.00 Interest at Date of Death 250.00 100,000 Pennsylvania St Higher Ed1 Fac DTD 05/15/2003; MAT 12/01/2023 103,074.00 Interest at Date of Death 2,146.67 Page 3 (3) Estate Inventory Par Value Bonds, Debentures & T-Bills 115,000 pennsylvania St Higher Edl Fac DTD 03/15/2004; MAT 06/15/2021 $ 110,544.90 Interest at Date of Death 1,967.78 100,000 Pennsylvania St Higher Edl Fac DTD 03/15/2004; MAT 06/15/2024 96,390.00 Interest at Date of Death 1,818.06 100,000 Pennsylvania Hsg Fin Agy DTD 08/01/1999; MAT 10/01/2007 104,837.00 Interest at Date of Death 686.67 100,000 pennsylvania St Tpk Commn DTD 03/01/ 2 0 0 1; MAT 12/01/2026 103,074.00 Interest at Date of Death 2,333.33 100,000 Rose Tree Media PA Seh Dist DTD 03/15/1999; MAT 02/15/2013 104,361.00 Interest at Date of Death 1,201.11 100,000 Se11ersvi11e PA DTD 01/15/2003; MAT 05/15/2016 101,170.00 Interest at Date of Death 46.67 100,000 Shaler PA Area Seh Dist DTD 09/01/1998; MAT 10/01/2006 103,730.00 Interest at Date of Death 566.67 100,000 Silver Spring Twp PA DTD 11/01/2001; MAT 05/01/2019 104,714.00 Interest at Date of Death 250.00 100,000 Springfield Twp PA Swr Auth DTD 06/01/2001; MAT 10/15/2014 104,130.00 Interest at Date of Death 448.61 115,000 Susquehanna Twp PA Seh Dist DTD 09/15/2004; MAT 05/15/2020 113,693.60 100,000 Trinity Area Seh Dist PA DTD 04/01/2003; MAT 11/01/2017 100,244.00 Interest at Date of Death 205.00 75,000 West Shore PA Seh Dist DTD 10/15/2004; MAT 11/15/2015 73,041.00 Interest at Date of Death 256.77 Page 4 (4) Estate Inventory Par Value Bonds, Debentures & T-Bills 100,000 Westmoreland Cnty PA DTD 09/25/2000; MAT 06/01/2006 $ 103,425.00 Interest at Date of Death 2,076.67 Total Bonds, Debentures & T-Bills $ 3,149,645.68 Tangible Personal Property Tangible personal property $ 10,468.00 Total Tangible Personal Property 10,468.00 Miscellaneous Cigna Companies, Life Insurance Co. of North America - insurance proceeds from hospitalization policy $ 690.00 Claremont Nursing and Rehabilitation Center - refund of unused nursing home care 2,841.12 Links 2 Care - refund of in-home nursing services 1,200.00 Penn National Insurance - refund of renter's insurance 132.00 Towers Administrators, Inc. - refund of unearned premium on PBP Hospital Indemnity Plan 57.95 Wachovia Bank, N.A. - uncashed distribution check from Dickinson College Pooled Income Fund 583.91 Total Miscellaneous 5,504.98 Total Inventory $ 6,835,066.03 Page 5 (5) Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: HOWELL C METTE, ESQUIRE 3401 N. FRONT STREET P.O. BOX 5950 HARRISBURG, PA 171100950 Qty 1 Fee Description Additional Probate Fee Total 1050.00 $1,050.00 Total: $1,050.00 Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. 364 5/18/2005 RUTII A TROUT 21-04-1099 JA Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle. PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: 364 5/18/2005 RUTI-IA TROUT 21-04-1099 HOWELL C. METTE, ESQUIRE 3401 N. FRONT STREET P,O, BOX 5950 HARRISBURG, PA 171100950 JA Qty Fee Description 1 Additional Probate Fee Total 1050,00 $1,050.00 Total:) I ~c, g~ $1,050.00 ~"'" ", G~\ -TO) l,...' Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment, Thank you. BUREAU OF INPIVlDUAL TAXES INHERITANCE TAX DIVISION PD BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA __ )l~~ARTMENT OF REVENUE [):~npf'F'i O*\iiU OF DETERMINATION AND i '_0J' ,--- :,A$SEiSSMENT OF PENNSYLVANIA .I!STATE TAX BASED ON FEDERAL ESTATE TAX RETURN *' REV-483 EX AFP (06-05) 'v 'I' C:'- 2rno; 1\i1~ -5 ~.n \ . ...;l-t j,.!U'.Ii,;...l, DATE 08-08-2005 ESTATE OF TROUT RUTH A DATE OF DEATH 11-19-2004 FILE NUMBER 21 04-1099 COUNTY CUMBERLAND ACN 201 APPEAL DATE: 10-07-2005 (See reverse side fInder Objections) Amount Remitted [ MAKE CHECK PAYABLE AND REMIT PAYMENT TO: HOWELL C METTE ESQCU METTE ETAL PO BOX 5950 HBG PA 17110 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this for. with your tax p.~ent. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR FILES +- REV=4ii-EX-AFP-(Oi=osi----..-NOTicE-OF-UETERHiNATioN-ANU-ASSESSHENT----------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF TROUT RUTH A FILE NO.21 04-1099 ESTATE TAX DETERMXNATXON ACN 201 DATE 08-08-2005 1. Credit For State Death Taxes as Verified .00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 20.235.00 3. Inheritance Tax Assessed by Other States Dr Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 20,235.00 5. Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 _IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, YDU NAY BE DUE A REFUNP. SEE REVERSE SIDE OF TNIS FOHN FOR INSTRUCTIONS. J oS'\( OB-OB-2005 TROUT 11-19-2004 21 04-1099 CUMBERLAND 101 APPEAL DATE: 10-07-2005 ( See reverse side under Objections) A.ount Re.ittedl 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 RUTH A FILE NO. 21 04-1099 ACN 101 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE p=:r'nCT1r-n n=::;(} n::-..oTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES UJv ,_~U ,::,J\~~~ENENT, ALLOWANCE OR DISALLOIIANCE INHERITANCE TAX DIVISIIII . '-) Ii" REDUCTIONS AND ASSESSNENT DF TAX PO BOX Z8060l _F - ~.,!I' HARRISBURG PA 17128-0601 ?nf1;:; tl':0 -5 ....UlJ..1 ,,-~., I",' 11.1:;5 ,"d I . v DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN HOWELL C METTEC~SQ METTE ETAL PO BOX 5950 HBG PA 17110 ESTATE OF TROUT * REV-1547 EX AFP (06-05) RUTH A TAX RETURN liAS: (X) ACCEPTED AS FILED ) CHANGED DATE OB-OB-2005 I~ an asses..ent was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will r~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. ~unt of Line 14 at Spousal rat. (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. AIIount of Line 14 at Sibling rat. (17J 18. Amount of Line 14 taxable at Collateral/Class 8 rate (18) 19. Principal Tax Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks .nd Bonds (SchlKlule B) 3. Clo~ly Held Stock/Partnership Interest (Schedule C) 11\. I1ortSll8ges/Notes Receivable (Schedule D l S. C.sh/Benk Deposits/Hisc. Personal Property (Schedul. El 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule Gl 8. Totel Assets (lJ (2) (3) (4) (5) (6) (7) .00 6.570.850.15 .00 .00 264.215.88 .00 57. 000.00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. ExPenses (Schedule Hl 10. Debts/Hort~ge Liabilities/Liens (Schedule Il 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Gover~ental Bequests; Non-elected 9113 Trusts (Schedule ~l 14. Net Value of Estate Subject to Tax (9) (10) 113,309. DB 79.026.50 I1lJ (12) (13) (14) NOTE: .00 X .00 X .00 X 142,000.00 X NOTE: To insure proper credit to your account, sub.it the upper portion of this forn with your tax pay.ant. 6,B92,066.03 lQ'.331:i I:iR 6,699,730.45 6,557,730.45 142,000.00 00 = 045 = 12 = 15 = .00 .00 .00 21,300.00 21,300.00 (19)= TAX "REnTTS: ~T+T AMOUNT PAID DATE NUNBER INTEREST/PEN PAID (-) 02-14-2005 CD00494B 1,065.00 20,235.00 TOTAL TAX CREDIT 21,300.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 i . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TDTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TDTAL DUE IS REFLECTED AS A nCREDIr' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~ J ; NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN BUREAU OF INDIVIDUAL"ibi::s INHERITANCE TAX DIVISION . PO BOX 280601 HARRISBURG PA 17128-0601 REV-73' EX AFP [0'-05) PA 17110 01-16-2006 TROUT 11-19-2004 21 04-1099 CUMBERLAND 202 APPEAL DATE: 03-17-2006 (See reverse side under Objections) Amount Remitted I MAKE CHECK PAYABLE AND RUTH A HOWEll CMETTE METTE ETAL PO BOX 5950 HBG ESQ 1 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 paynent. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR FILES +- RE-V=736--EX-jfFP--Coi:(j2i-----.ji-NO-ficE--OF-j)ETEiiMiNjffioii-ANj)-AS-SESSliENY----------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF TROUT RUTH A FILE NO.21 04-1099 ACN 202 DATE 01-16-2006 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified .00 2. PennsYlvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 20,235.00 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 5. Pennsylvania Estate Tax Due 20,235.00 .00 6. Amount of PennsYlvania Estate Tax Previously Assessed Based on Federal Estate Tax Return .00 7. Additional PennsYlvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) pt METTE, EVANS & WOODSIDE A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 3401. NORTH FRONT STREET P.O. BOX :59:50 HARRISBURG, PA 1. 71.1.0-09:50 HOWELL C. METTE IRS NO. 23-198S00S TELEPHONE (717) 232-S000 FAX (717) 236-1816 HTTP://WWW.METTE.COM March 27,2006 Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PAl 70 13 Re: Estate of Ruth Trout, a/k/a Ruth A. Trout File No. 2004-01099 Dear Ms. Strasbaugh: Enclosed for filing is the original and one (1) copy of a Status Report Under Rule 6.12. Please file the original and return a date-stamped copy to my attention in the enclosed envelope. Please note that administration of this estate is complete. D'ffhank you for your assistance. . . i, ; .' Very truly yours, r/~"r~' n i ), I, ,,~. . >....0 c.J)\ .-0<\ 0 ~ LisaJ. Kn~ Paralegal to Howell C. Mette .~ LJK: Enclosures 445971vl Wyomissing Office 11105 Berkshire Boulevard, Suite 320 I Wyomissing, P A 19610 I Telephone (610) 374-11351 Facsimile (610) 371-9510 PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF THE ESTATE IS NOT COMPLETED, FILE A 6.12 FORM YEARLY UNTIL COMPLETION. STATUS REPORT UNDER RULE 6.12 Name of Decedent: RUTH TROUT. a/k./a RUTH A. TROUT Date of Death: November 19. 2004 Will No. 2004-01099 Admin. No. 21-04-1099 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate. 1. State whether administration of the estate is complete: Yes [gJ No D 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes D No [gJ 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 in terest? Yes [gJ NoD d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: ? --- ". Lt . -' I b(.. , .C-.} \ r 0 n "'.. '.. . f'J l,j ,;.,.1 ..Jj\..--t..A.-.( , 11 Signature VJ ~\f" '. n ~ - \.... ~ " ... \/'...J.._W r\,j Howell C. Mette. Esquire. Attv. J.D. #07217 Name (Please type or print) 3401 North Front Street. P.O. Box 5950 Address Harrisburg. P A 1 7110-0950 (717) 232-5000 Telephone Capacity: [gJ Personal Representative D Counsel for Personal Representative 445969vl ~