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Home My WebLink About02-1019PETITION FOR PROBATE and GRANT OF LETTERS Estate of GEORGE M. D. JONES also known as Deceased. Social Security No. 207-24-7115 No. 21-02-1019 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 18 years of age or older and the Executrix named in the last will of the above decedent, dated January 24, 2000 and codicil(s) dated [none]. Decedent was domiciled at death in North Middleton Township, Cumberland County, Pennsylvania, with his last family or principal residence at 160 Shatto Drive, North Middleton Township, Carlisle, Pennsylvania. Decedent, then 76 years of age, died September 7, 2002, at 160 Shatto Drive, North Middleton Township, Carlisle, Pennsylvania. 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: [none] Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 800,000.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioners respectfully request the probate ofthe last will and codicil(s) presented herewith and the grant of letters testamentary thereon. r-~ Ruth 1V1. Jones 160 Shatto Drive Carlisle, PA 17013 ------------------------ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) . SS. COUNTY OF CUMBERLAND ~ The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner and that as personal representative of the above decedent, petitioner will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this _ 14th day of NOVEMBER ,2002. Ruth M. Jones i J ~~ c//~ZCJ /d1~~~.~~"c~ Register No. 21-02-101 Estate of GEORGE M. D. JONES, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, NOVEMBER 15th reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated January 24, 2000, and described therein be admitted to probate and filed of record as the last will of George M. D. Jones and Letters Testamentary are hereby granted to Ruth M. Jones. Will Book # Page FEES Probate, Letters, Etc. Short Certificates (3) ~e~iu~ciation JCP TOTAL $ 480.00 ~ 12.00 $ 10.00 ~ 526 00 Filed NOVEMBER 15, 2002 2002, in consideration of the petition on the Register of Wills Stephen L. Bloom, Esquire Sup. Ct. LD. No. 49811 2100 Longs Gap Road Carlisle, PA 17013 (717) 249-7717 CALL LORI 486-7713 C:\1,AS\ESTATES\ 10361-?pet. I „_ 111 c ,5 tcl ~_ ~,~ f , t %~~ 1i ( " '; f ~ ~ r,til(I I r< L ' .~i~,~a I~ correctly ~~pie~f t ,r a 1 I~ ~, ~ i ~. •. , . . . ~ ,.~ t ttitl~ i~:~1ii' 4~1i~ ~ ( ~~~ ~t,IV~i32"~C'li LO Cht. ..)tad ll 1t e~i~ ,z... ,~.i)C%,. ~ ~ ~~~€`~i~x gt i~ ~i~~ gai t~ drapiicate this cOp~ b~ ~h~tc~~ataa t; . ~ _ , . R -. ~~;~ ~I~R~.T H 0_f p f ~ ~ ~~~ ~ a ~"_-b `~ 1 ~ o a:e ~ i ~~ ~.~ ` , *°,_ i P 8608025 ©, ~~ \~~9~ __ ____-- 1'~EhTOE~ ' SEP 9 2~J02 (6 H,os.IgRe.. ve7 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS INT CERTIFICATE OF DEATH ,NT NAME OF OECEDENTIF~rv. Mitlpe. Laal STRE nLE NUMBER NK ,. George M. D. Jones SEXI~a.~ SOCIAL SECURITY NUMBER ]• Male ]. 207 DATE OF DEATH iMCmn. pay,'•ear) I AGE (Lan Bmwah UNDER, YEM UNDER 1 DAY DATE OF BIRTH - 24 - 7115 a. September 7 / 2002 MoMM ~ Da Monl^, DaY ,kyi BIRTHPUCE (Coy ono PLACEa DEATH/C^RF dxy one __k„n9lrutLag ondMi yO,i 76 ya Hotaa I MbdM Male p FGegn Comnyl Yrs. V December 22 Palmerton PA /IOSDITAL. OTHER: COUNTY OF DEATH 1925 T Irpaliant ^ ERIOugatieM ^ DOA Ci N'"a^4 ~ otlNr e. Ba. Horna ^ Ras.e.nc. SPathl ^ ' CRY, BORO. TWP OF DEATH FACILRY NAME (e rqt wrvawwn, prve ores antl nwnber~ f ~ Cumberland N. .Middleton TWp. WAS DECEDENT OF HISPANK:ORIGIN? RACE ~Artlantan hlraan, Blata NTa, ,K 160 Shatto Drive No ~ ys. ^ „ysa,,p,t„I,CiDin I~1 DECEDENT'S USUAL OCCVPATK7N ~` ~• Carlisle PA 17013 """""•P°'"°Rit•^•~~~ White KING OF BUSINE55/INOUSTRY WAS DECEDENT EVER IN ~' ,p• IGi'~ehMdrora tlone °urnnpp U. S. ARMED fORCES7 S DECEDENT'S EOVCATION MARITAL STATUS-Manrd d egrKm, K/a: M not use r~retll Cam NsvM M.rtiM, W iaoy~b. SURVIVING SPOUSE - „a- L Colonel ruQ No^ Elam.nlarY/sacp,°.ry Co,,,y, p~r~~~ I„.+.. qrv. mapd,nrn.l nb. USA ,2. La,zl o..ds+l DECEDENT'S MUUNG ADDRESS LSIrasI.CM/Tp«rt,sw..Iq Cotlel DECEDENT'S 1]' 4 ,.. Married ,,. Ruth M. MdC 160 Shatto Drive RESIDENCE ACTUAL ,Ta.$I,ta PA p;,y ,T°,®yw,det.wrewwb pj, Middleton 1'Wp ISee wmucara deteoMe ~. ,~ r isle PA 17013 tlnoMervde, aw.et. ,Tb.c«m Cumberland °pwn'"9' 17e.^ ~I„I•+aefd FRI,ER'$ NAME LFrp, Mgdla. LaAI Robert W. Jones MOTHER'S NAME(FwR. M.tltlle. MawlM Surnanel c'yAar° ~~• Verna L. Davies INFORMAM'S NAME (TypyPriru) „• 2a. Ruth M. Jones INFORMANT'S MAEINO ADDRESS ISheaL pay/fin 51ab Zip COtle, METHOp OF pISPOSITK)N 28b. 160 Shatto Drive, Carlisle PA 17013 GATE OF DISPOSITION PUCE OF pSPOSRION. Name d CmmMary, Cramatary LOCATION ~ C' m`_ Buml ® Gama,ien ^ RarroYal hom Slat• ^ LMOnm, 0.Y. hBr) a dn« Plau M, mmi Slale. 2'q Cotle • ]~~1°r'^ aM"5°°""~ ^ =~b October 16, 2002 Arlington National Cem. Arlington VA 22211 • SKIN U Of FUNERAL SER ELIC NS OFL ACTING AS SUCH ]1C' 2,d LICENSE NUMBER NAME ANO AOpRESSOF FAGLRY ::b. 013144-L Ho man-Roth FLll'lera Home e• my..Mnunl raamoctwradatlMtim..dat.arbpat»gated. n`• 219 N.Hanover' St. Carlisle PA 17013 - PIIY+inart s nd a'rai4pN M bma of dean ro TO~t.„ael of Te,i LICENSE NUMBER °•r,M nwa d ann. ~ DATE SK+NEO '].. ,,,. RN aab a $ ~ L (Ma„n, DaY.1Mrl „ams 2428 mtMt I>• tompated py TIME OF DEATH ~ _ Q ^ `O p•non rNq pmnouncu wam, D EPRONOUNCED DEAD IMmm, Day, Near) WAS CASE REFERRED TO MEDK,.tL EKAMINERICORONER7 ) 27. PART I: En4r 1M dissassa, injuries or comPhcatsms wfricn nusetl iM deaf^. Do not enter IM moea of M No Lm ody one cause ort aeU hne dYilg, such as carwx or raspiralory awes,, slgca ar Mart lailura. r APProaimye PART 11: OUMI agMhtyK tw~diliana IMMEDIATE CAUSE (Piny / ;interval Oynaen rtol reau„. cauribain9 to neat^, put peeve d contlewa, /`//J L cruel n° w m .ro in m. ur.l.nyi„p taus. ahwr n PAaT 1. r+aargnaeaml-~ a. ~ - --Q- Q~ES ~d-T/ Z-, /GL l7 CL /7 'LG~~ ' / /R Dl1E TO LOR AS A CONSEQUENCE OF): Ssptareyey,M CdtdBions p_ „~' load", M "^R°0iat• DUE TO LOR AS A CONSEQUENCE OFI: tilde. Emar UNOERLYMq I • e+al w+l^Mao evarxsp ^MY ~ t. ; raaarq ndaaml LAST WETD (OFI ASACONSEOUENCE OFD: -. d. I WAS AN AL/iDPSY WERE AUTOPSY FINgNOS MANNER OF DEATH t PERFORMED] AVAIUBIE PRIOR 70 DATE OFIWURY TIME OF IWURY IWURY AT WORK] COMPLETK)N OF CAUSE (Mmm, Day, ~yl DESCRIBE HOW IWURY OCCURRED. OF DEATN7 Natwy ~ Nrmicioa ^ ~'i°•^I ^ Pendin, IrN•ati,albn ^ s'aa ^ No^ Y•e ^ No~ v ^ No ^ Stlicloa ^ Coup notMdelarmrlNd ^ PLACE OFIWURY.AIMms. fann~reM, lad M ~• ~. 2d. cry, of^ta IBb. 39. puiloht,• alt. ISpauh) LOCATKNI f5beet. C,ry/f . SMIa) CERTIFIER ICI•.ecw ody oriel ]Ba. 'CERTIFYING PHYSICIAN lP^ ~~ Ta M beet o/ m know yxan cPruty~n9 rouse d acorn .Men ana^y pnyeK~an nos ponaunced tley^ ono compHetl Item 2]I SIGNATURE AND TITLE OF r I•o9•, ae•m oeeulme due t°mecause(slane manner as ab,ed ...................... • ............................... ],b. c 'PRONOUNCING AND CERTIFYING PHYSICIAN IP^yRCan Uot^ yonWncsg tleal^ arW cMdyvlg to cause of oeaml R Ta Ma beet d my krortadge, death oeeurrW a1 the tbne, oats, arM place, aM dw,o 1^e caufela) erb manner as staled ....................... DATE SIGN. 0.Y Nml ^ NAME AND AppRESS OF PER NWMO COMP ]OCAUSE OF EATH ~`roZ - 'MEDICAL EXAMINER/CORONER Item 271 Type Or Prinl / -/ On,ne pools of evminnion antUOr inyea,iga,ion, in my opinioq do,n occurred a, me Lime, eats, ana place, and aua,o the uuae(a) and ( n~ y '~~ C ~ ~aC-~ • L ~h~ manner as atatM.......... . ],a. ...... ................ ........................................................... ^ Ya. REGISTRAR'S SIGNATURE AND NUM ~• 1~~~ ~ ~L'~-'~- • ~. ~~ A ~ 1 1 '!~' ' , /_7I DATE FILED(MOnm. Day. 'hao / O LAST WILL AND TESTAMENT I, GEORGE M. D. JONES, of North Middleton Township, 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. TTF.M (INF. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes shall be paid to the extent possible from those assets held or passing under ITEM FOUR hereof as soon as practicable after my decease and as part of the administration of my estate. TTF.M TW(~ I give all of my personal and household effects, automobiles, boats and collections, if any, and any insurance policies thereon, unto my spouse, RUTH M. JONES, if she survives me by thirty (30) days, otherwise to my children who so survive me to be divided equally among them as they agree. My Executor shall sell any property as to which there is no such agreement within sixty (60) days after the admission of this Last Will and Testament to probate and shall add the proceeds to the residue of my estate. ITEM THREE If my spouse, RUTH M. JONES, survives me, in order to obtain the portion of the marital deduction allowed in my estate by the Federal tax laws that will eliminate all Federal estate taxes payable as a result of my death, my Executor shall divide my residuary estate into two portions known as the "Marital Fund" and the "Credit Trust." The Marital Fund, which shall not be reduced by any taxes payable by reason of my death, shall be that fractional proportion of the entire residuary estate determined as follows: The numerator of such fractional proportion of my residuary estate shall be the smallest amount which, if allowed as a marital deduction, would result in the least possible Federal estate tax Page 1 of 9 Pages ~~~,"~< G.M. ..1. being payable as a result of my death, after allowing for the unified credit against Federal estate tax and all available credits and deductions claimed. The numerator shall be reduced by the value of any other property which passes to my said spouse, which qualifies for the marital deduction and reduced by that amount, if any, which, when added to my taxable estate, will result in Federal estate tax no larger than the credit for State death taxes allowed in my estate without increasing any State death taxes payable as a result of my death. The denominator of this fraction shall be the value of the entire residuary estate. Values assigned to the property for the purposes of this computation shall be those values finally determined for Federal estate tax purposes. The Marital Fund shall be distributed outright to my spouse, RUTH M. JONES, as soon as practicable after my death. The Credit Trust shall be held and managed by my Trustee(s) in accordance with ITEM FOUR of this my Last Will and Testament. My Executrix shall have the power to distribute assets in cash or in kind to the Marital Fund and to the Credit Trust and to select specific property to be distributed to the Marital Fund or the Credit Trust without regard to the income tax basis on such property. In making these allocations, my Executrix shall use the value of the assets as of the date or dates of distribution so that each distribution shares proportionately in the appreciation or depreciation of assets between the date of my death and the date or dates for distribution. However, no allocation of assets shall be made to the Marital Fund which does not qualify for the marital deduction. To the extent that other assets which qualify for the marital deduction are available, there shall not be allocated to the Marital Fund (a) assets with respect to which an estate tax credit for foreign taxes paid is allowable or (b) any payments under an employees trust or retirement annuity contract of the type described in Section 2039(c) of the Internal Revenue Code or subsequent provisions of similar import or (c) United States Treasury Bonds that are eligible for redemption at par value in payment of the Federal estate tax. In computing the marital deduction all generation-skipping transfers for which I am the "deemed transferor" shall be disregarded. Page 2 of 9 Pages ~ ..r~~,, .~:: G.:11~Ia~.J. If I am not survived by my spouse, RUTH M. JONES, I give, devise and bequeath all of 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 FOUR hereof. If my said spouse survives me and disclaims any portion of the Marital Fund, such portion shall be added to the Credit Trust. If my said spouse and I die simultaneously, or under circumstances which render it difficult to determine who died first, my said spouse shall be deemed to have survived me for all purposes of this my Last Will and Testament. ITEM FOUR CREDIT TRUST My Trustee(s) shall hold the assets received under ITEM THREE hereof, if any, for the following purposes: A. To pay the net income, at least quarter-annually, to my spouse, RUTH M. JONES, for life. In addition, the Trustee(s), in their sole discretion, may invade the principal of the trust to provide for the proper and adequate support of my said spouse. B. The Trustee(s) shall pay to my spouse, RUTH M. JONES, annually, such sum from the principal of the trust as she 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 spouse, RUTH M. JONES, my Trustee shall distribute the principal of the trust to my children, GEORGE M. D. JONES II, THOMAS M. JONES and DEBRA L. MYERS, 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 (for purposes hereof the term "issue" shall not include any step-children of any of my children, it being my intention to exclude any such step-children from any distribution hereunder) surviving, then such deceased child's share shall be held by my Trustee and the net income therefrom shall be used for the support, maintenance and education of the issue of such deceased child. My Page 3 of 9 Pages G~%1.D.J. Trustee shall use as much of the principal as it shall deem desirable for said purposes. My Trustee 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-one (21) 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. E. Notwithstanding any other provisions to the contrary, in no event shall any share be distributed to any beneficiary later than twenty (20) years after the later of the death of my spouse or me. ITEM FIVE POWERS OF EXECUTRIX(CES) AND TRUSTEE(S~ In addition to the powers conferred by case law, by statute, and by other provisions hereof, my Executrix(ces) and Trustee(s) and their successors, shall have the following discretionary powers 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 the 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 ,~ , __. Page 4 of 9 Pages ' '---` ;,,~' "G.N~%: 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(s), in their 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; 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 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 Page 5 of 9 Pages ~~'"'" i, G.M 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 incapacitated, but who, by reason of illness or mental or physical disability is, in the opinion of fiduciary(ies) hereunder, unable to properly administer such amounts, such amounts maybe 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; 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; 4. By the fiduciary(ies) hereunder using such amounts directly to the benefit of such beneficiary. P. To employ agents, attorneys and proxies and to delegate to them such power as my personal representatives 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 SIX 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 `.. t.. .~~ ~'~~ 1 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 SEVEN APPOINTMENT OF EXECUTOR AND TRUSTEE I nominate, constitute and appoint my spouse, RUTH M. JONES, as Executrix of my estate. In the event that my said spouse shall predecease me or fail to act as Executrix, then my said daughter, DEBRA L. MYERS, shall serve as Executrix of my estate. In the further event that my said daughter shall predecease me or fail to act as Executrix, then my said sons, GEORGE M. D. JONES II and THOMAS M. JONES, shall serve as Co-Executors of my estate. I nominate, constitute and appoint my spouse, RUTH M. JONES, as Trustee of any trust created hereunder. In the event that my said spouse, shall fail or be unwilling to continue to act as Trustee, then I appoint my said daughter, DEBRA L. MYERS, to act as Trustee of any trust created hereunder. In the further event that my said daughter shall fail or be unwilling to continue to act as Trustee, then I appoint my said sons, GEORGE M. D. JONES II and THOMAS M. JONES, to act as Co-Trustees of any trust created hereunder. I have appointed my said daughter as the secondary fiduciary hereunder for reasons of practicality of administration in light of her geographical proximity, and not out of any lack of trust or respect for the abilities or character of my said sons. Therefore, I direct that my said daughter shall discuss and coordinate her actions as fiduciary with my said sons to the extent reasonably practicable, giving good faith consideration to their advice and desires as she administers my estate and trust. ITEM EIGHT WAIVER OF BOND I direct that neither my personal representative(s) nor my Trustee(s) 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. ~_.~ ~'- " i . ' -~- ,~1vf.D.J. Page 7 of 9 Pages IN WITNESS WHEREOF I have hereunto set my hand and seal this '?~r~ day of January, 2000. %f %' ~°~'~F/') % ~ ~~' " ,~'~ .~" -- SEAL ~ ) George M. ~ . Jones '~- 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. -~ ~~ "... ~JJ~' .i' J T-', ~~ Page 8 of 9 Pages COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND I, GEORGE M. D. JONES, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. George l~ Df. J worn or affirmed to and acknowledged before me by GEORGE M. D. JONES, the Testator, this :~~~`' day of January, 2000. Notary Public COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 1 Notarial Seal : S S. Sharon E. Bloom, Notary Public North Middleton Twp., Cumberland County My Commission Expires Aug. 5, 2002 9~ember, Pennsylvania Association of Notaries We, ~ ~"1 ~, ~c;i7'~ and !'~C-tVh ," ~~ + ~c~1 t`:~ the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw GEORGE M. D. JONES, the Testator, sign and execute the instrument as his Last Will; that the Testator signed willingly and that the Testator executed it as his free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. " ,~- Address :1 / txl L t;, ~,,~_s ~~:~, ~~~,_ ~G ~~_-~ 1..~ to , ~=~ / 7t::~ / 3 ,~ ,, ~~ ~ Address Sworn or affirmed to and subscribed before me this ~~~ day of January, 2000. r~ ~,) otary Public C:AEstate Planning\10061.ih-will.doc Notarial Seal Sharon E. Bloom, Notary Public North Middleton Twp., Cumberland County Page 9 of 9 Page My Commission Expires Aug. 5, 2002 Member. Pennsvlvania Association of Notaries CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: GEORGE M. D. JONES Date of Death: September 7, 2002 File No. 21-02-1019 To the Register: I certify that Notice of Beneficial Interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above estate on November 21, 2002: Name Address Mrs. Ruth M. Jones 160 Shatto Drive, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: November 25, 2002 Stephen L. Bloom, Esquire 2100 Longs Gap Road Carlisle, PA 17013 (717) 249-7717 Capacity: Counsel for Personal Representative C:\LAS\Estates\10061-2cert.not f L Register of Wills of CUMBERLAND INVENTORY Estate of George M.D. Jones also known as ., Signature: Ru M. Jones Signature: Ruth M. Jones, 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. I /We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative Attorney: Stephen L. Bloom, Esquire I.D. No.: 49811 Address: 2100 Longs Gap Road Carlisle, PA 17013 Telephone: 717/249- 7717 Address: 160 Shaun T1ri~~P Dated: !-.~~~~U3 County, Pennsylvania No. 21-02-1019 Date of Death 09/07/2002 Deceased Social Security No. 207 - 24 - 7115 Carlisle, PA 17013 Telephone: 717/243 - 0001 ~.~ ~ ~ ~ ~ ~_ ~„~~~ ~ ~~~b~ ~~u<<~ ~, real esiace oucsiae the ~ommonwealtn or rennsylvania 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. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form #RW-] (1992) INVENTORY Estate of: George M.D. Jones Date of Death: 09/07/2002 County: Cumberland CASH: M&T Bank, First Account 266.94 ~p9830138856 Members 1st, Checking Acct. 13,817.22 ~p50891-11 Members 1st, Savings Acct. 35.15 ~~50891-00 14,119.31 PERSONAL PROPERTY: ------------------ 1999 Ford Ranger Truck 7,625.00 7,625.00 STOCKS/LISTED: -------------- Wachovia Securities Portfolio, 743,031.92 Acct . ~~4586 - 7912 743,031.92 BONDS: HH Bonds 54,000.00 54,000.00 TOTAL RECEIPTS OF PRINCIPAL F_i18~776.23 -1- i l-Ifl(}- I Z REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT REV-150Q EX + (6-00) CAPB HpRL EplO CRAC KOTK ES C P o 0 R N R 0 E E S N T o E C E o E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DE?T.Z8%01 HARRISE!URG, PA 17128-0601 DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL) Jones Gear e M.D. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 09/07/2002 12/22/1925 IF APPLICABLE SURVIVING SPOUSE'S NAME LAST. FIRST. AND MIDDl INITIAL Jones, Ruth M. X 1. Original Return 4. limited Estate X 6. Decedent Died Testate (Attach copy of Will) o 9. LItigation Proceeds Received 2. 4.. 7. Supplemental Return Future Interest Compromise (date of death after 12-12-82) Decedent Maintained a Living Trust (Attach copy of Trust) Spousal Poverty Credit 010. FILE NUMBER OFFICIAL USE ONLY 21-02-1019 NUMBER COUNTY CODE YEAR SOCIAL SECURITY NUMBER 207-24-7115 THIS RETURN MUST BE FILED IN DUPLICA.TE WITH THE REGISTER OF WILLS so lAL S CURITY NUMBER o [K] 3 date of death . Remainder Return prior to 12~ 13-82) 5. Federal Estate Tax Returl'I Required B. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113{A) (date of death between 12-31-91 and 1-1-95) {Attach Sch O} THIS SIiC;Tlmfa'Q"llTBE COMpUl'tEll. ~ c ~$PGII.. ~j~E&' tI.L l~MUATlOII~~ilCDlllillIR_bTO' NAME COMPLETE MAILING ADDRESS Ste hen L. Bloom, Es uire FIRM NAME (If Applicable) Ste hen L. Bloom, Es uire TELEPHONE NUMBER 2100 Longs Gap Road Carlisle, PA 17013 49- 717 Real Estate (Schedule A) Stocks and Bonds (Schedule B) Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule 0) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or LI 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 1Q. Debts of Decedent, Mortgage Liabilities, & LIens (Schedule \) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Une 11) 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) (1) (2) (3) R E C A P I T U L A T I o N (4) (5) (6) C o M P T U A T X A T , o N SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1,2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. 533,216.22 429,787.24 None 797,031.92 NM"J _ "l.~ ~ - .-J .....'.; Ng,~ 2l,744;jl1 None 164,816.,*2 ,,,I' 20,589.19 None x X X X .0 0 .045 .12 .15 OFFICIAL USE QNL Y d UJ '-- c:: z I '" -U w (8) --..J (11) (12) (13) (14) :lJ :Om n) c. G~'I C,' ~..::; 983,592.65 20.589.19 963,003.46 963,003.46 (15) (16) (17) (18) (19) 0.00 19,340.43 0.00 0.00 19,340.43 Copyright (c) 2000 form software only The Lackner Group. Inc. FormREV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 160 Shatto Drive CITY I STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page I Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 19,340.43 0.00 Total Credits ( A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E) (3) 4. \f Line 2 is greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax dUe. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Check. Payable to: REGISTER OF WILLS, AGENT ""iii:;H:'" pL'EASE'ANSWER'tAEFOLLOWINGQUESt'I'ONS"~Y"PLACING'AN'':;X:''''IN''tAE''APPROPR1AtE~Loc~s 1. Did decedent make a transfer and: Yes No a. retain the use or income of the propertY transferred; ~ ~~x b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or. d. receive the promise for life of either payments, benefits or care? 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . 0 [!J 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 [:KJ 4. Did decedent own an Individual Retirement Account. annuity, or other non-probate property which contains a beneficiary designation? rn 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. 0.00 0.00 19,340.43 0.00 19,340.43 Under penalties of perjury, I declare that I hal/eexamined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGH~TURE OF PERSON RESPONSIBLE FOR FlUNG RETURN SI~2d;~NTATIV Ruth M. Jones, Executrix 160 Shatto Drive -uCarrisi~-,- -PA - - i"i6i'i--- - - --- - - --- - --- - --- - - ---- Stephen L. Bloom, Esquire _ _ _2.~90_ }:9!,_g~ _ 9_aJl _ ?-_~~<:I_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ Carlisle, PA 17013 D~TE (",140:5 DATE 6/<1/03 '<~;';;"""""-"'" 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. 91 16 (aJ (1.1) WI. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are stin applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.211. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116( 1.2) [72 P.S. 9116(aX1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12"10 [72 P.S. 9116(a)(1.3)}. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) 2000 form software only The Lackner Group,lnc. Form REV-1500 EX (Rev. 6-00) REV-1503 EX + (1-97) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF George M.D. Jones SSfl 207 - 24 - 7115 09/07/2002 All property jointly-owned with right of survivorship must be disclosed on Schedule F. 21-02-1019 ITEM DESCRIPTION UNIT VALUE VALUE AT DATE NUMBER OF DEATH 1 Wachovia Securities Portfolio, Acct. 1/4586-7912 743,031.92 2 HH Bonds 54,000.00 TOTAL (Also enter on line 2, Recapitulation) 797,031.92 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Farm REV-1503 EX (Re'l. 1-97) REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF George M.D. Jones SS# 207-24-7115 09/07/2002 Include the proceeds of litigation and the date the proceeds were received by the estate. survivorship must be disclosed on Schedule F. ITEM NUMBER 1 FILE NUMBER 21-02-1019 All property jointly-owned with the right of DESCRIPTION M&T Bank, First Account #9830138856 VALUE AT DATE OF DEATH 266.94 2 Members 1st, Checking Acct. #50891-11 13,817.22 3 Members 1st, Savings Acct. #50891-00 35.15 4 1999 Ford Ranger Truck 7,625.00 TOTAL (Also enter on line 5, Recapitulation) $ 21,744.31 (If more space is needed, insert additional sheets of the same size) Copyright (cl 1996 form software only CPSystems, Inc. Form REV-1508 EX (ReI{. 1-97) REV-1510 EX + (1-97) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF George M.D. Jones 09/07/2002 SSlf 207-24-7115 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. FILE NUMBER 21-02-1019 DESCRIPTION OF PROPERTY %,OF ITEM INCLUDE THE NAME OF THE TRANSFEREE THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE RELATIONSHIP TO DECEDENT AND THE DATE OF1-RANSFER. NUMBER ATTACH ACOPYOF THE DEED FOR REAL ES ATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 1 Members 1st, IRA Savings 164,~16.42 164,816.42 Acct. 1150891-10 TOTAL (Also enter on line 7, Recapitulation) $ 164,816.42 (If more space is needed, insert additional sheets of the same size) copyright (c) 1996 form software only CPSystems, Inc. Form REV-1510 EX (Rev. 1-97) REV-1511 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN AESlDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF George M.D. Jones Debts of decedent must be reported on Schedule r. ITEM NUMBER A. B. SS/I 207-24-7115 09/07/2002 FILE NUMBER 21-02-1019 DESCRIPTION AMOUNT 1 FUNERAL EXPENSES, Family travel expenses to attend burial services at Arlington National Cemetery 1,709.99 2 Family travel expenses to attend funeral services in Carlisle, PA 999.60 3 Hoffman-Roth Funeral Home 6,300.10 Total of Continuation Schedule(s) 863.65 1. ADMINISTRATIVE COSTS, Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. 3. 6,500.00 3,500.00 Attorney's Fees Stephen L. Bloom, Esquire Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Ruth M. Jones Street Address 160 Shatto Drive City Carlisle State PA Zip 17013 Relationship of Claimant to Decedent Spouse 4. Probate Fees Register of Wills 526.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Filing Fees for Inheritance Tax Return and Inventory 20.00 2 Register of Wills, Additional Short Certificate 3.00 3 The Cumberland Law Journal - Publication of Legal Notice 75.00 4 The Sentinel - Publication of Legal Notice 91.85 TOTAL (Also enter on line 9, Recapitulation) $ 20,589.19 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) Estate of: George M.D. Jones Soc Sec #: 207-24-7115 Date of Death: 09/07/2002 Item il Description Continuation of Schedule H-A (Funeral Expenses) Amount 863.65 4 Spates Hall Community Club, Luncheon after burial services 863.65 REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF George M.D. Jones NUMBER I. SS1! 207-24-7115 09/07/2002 FILE NUMBER 21-02-1019 AMOUNT OR SHARE OF ESTATE Life interest in Credit Trust $306,507.86 Rema.inder interest in Credit Trust $450,376.43 ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON- TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE RELATIONSHIP TO DECEDENT Do Not List Trustee(s) NAME AND ADDRESS OF PERSONIs) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and trar'ls1ers under Sec. 9' l6{a}(1.'21J 1 Ruth M. Jones Carlisle, FA Spouse 0.00 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 10rm soHware only The Lackner Group. Inc. 2 George M.D. Jones II Nut1ey, NJ Son Thomas J. Jones South Bend, IN Son Debra L. Myers Carlisle, FA Daughter B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Form REV-1513 EX (Rev. 9-00) REV-1514 EX + (9-00) SCHEDULE K LIFE ESTATE, ANNUITY & TERM CERTAIN Check Box 4 on Rev-1500 Cover Sheet EST A TE OF FILE NUMBER George M.D. Jones SS# 207-24-7115 09/07/2002 21-02-1019 This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5-1-89, Indicate the type of instrument which created the future interest below and attach a copy to the tax return. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TJ>:X RETURN RESIDENT DECEDENT Copy {/1 IKJWiII o Intervlvos Deed of Trust o Other NAMEIS) OF LIFE TENANTls) NEAREST AGE AT DATE OF BIRTH DATE OF DEATH TERM OF YEARS LIFE ESTATE IS PAYABLE Ruth M. Jones OS/25/30 72 Term of Years Term of Years Term of Years Term of Years 1. Value of fund from which life estate is payable 2. Actuarial factor per appropriate table Interest table rate - 0 3 1/2% 0 6% 0 10% 3. Value of life eslale (Line 1 multiplied by Line 2) $ 756,884.29 0.40496 [] Variable Rate 4.6 % $ 306,507.86 NAME(S) OF ANNUITANT(S) DATE OF BIRTH TERM OF YEARS ANNUITY IS PAYABLE Term of Years Term of Years Term of Years Term of Years 1. Value of fund from which annuity is payable 2. Check appropriate block below and enter corresponding (number) Frequency at payout - 0 Weekly (52) 0 Bi-weekiy (26) o Quarterly (4) 0 Semi-annually (2) 0 Annually (1) 3. Amount of payout per period 4. Aggregate annual payment, Line 2 multiplied by Line 3 S. Annuity Factor {see instructions) Interest table rate - 0 3 1/2% 0 6% 0 10% 0 Variable Rate 6. Adjustment Factor (see instructions) 7. Value of annuity - If using 3 1/2%, 6"10, 10%, or if variable rate and period payout is at end of period, calculation is: Line 4 x Line 5 x Line 6 If using variable rate and period payout is at beginning of period, calculation is: (Line 4 x Line 5 x Line 6) + Line 3 0.00 o o Monthly (12) o Other 1 ) 0.00 0.00 0.0 % 0.0000 0.0000 0.00 0.00 NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through G at this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13, 15, 16, 17 and 18. (If more space is needed, insert additional sheets of the same size) Copyright (e) 2000 form software only The Lackner Group, Inc. Form REV-1514 EX (Rev. 9-00) REV -1649 EX + (1197) COMMONWEAL1H OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 0 ELECTION UNDER SEC. 9113(A) (SPOUSAL DISTRIBUTIONS) ESTATE OF FILE NUMBER George M.D. Jones SS# 207-24-7115 09/07/2002 21-02-1019 Do not complete this schedule unless the estate is making the election to tax assets under Section 9113(A) of the Inheritance & Estate Tax Act. If the election applies to more than one trust or similar arrangement, a separate form must be filed tor each trust. This election applies to the Credit Trust (marital, residual A, S, By-pass, Unified Credit, etc.). If a trust or similar arrangement meets the requirement at Section 9113(A), and: a. The trust or similar arrangement is listed on Schedule 0, and b. The value of the trust or similar arrangement is entered in whole or in part as an asset on Schedule 0, then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the election to have such trust or similar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule 0, the personal representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule O. The denominator is equal to the total value at the trust or similar arrangement. PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's surviving spouse under a Section 9113 (A) trust or similar arrangement. DESCRIPTION VALUE 1 Life interest in Credit Trust under Will of George M.D. Jones 306,507.86 Part A Total PART B: Enter the description and value ot all interests included in Part A for which the Section 9113 (A) election to tax is bein DESCRIPTION 306 507.86 made. VALUE 1 Remainder interest in Credit Trust under Will of George M.D. Jones 450,376.43 Part B Total 450,376.43 (If more space is needed, insert additional sheets of the same size) Copyright (e) 1996 form software only CPSystems, Inc. FOTrr'lREV-1649 EX (Rev. 1-97) ~ (Q1 @ @ LAST WILL AND TEST AMENT I. GEORGE M. D. JONES, of North Middleton Township, 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 those assets held or passing under ITEM rOUR hereofas soon as practicable after my decease and as part of the administration of my estate. ITEM TWO I give all of my personal and household effects, automobiles, boats and collections. ifany. and any insurance policies thereon, unto my spouse, RUTH M. JONES, ifshe survives me by tbirty (30) days, otherwise to my children who so survive me to be divided equally among them as they agree. My Executor shall sell any property as to which there is no such agreement within sixty (60) days after the admission of this Last Will and Testament to probate and shall add the proceeds to the residue of my estate. ITEM THREE If my spouse, RUTH M. JONES. survives me, in order to obtain the portion of the marital deduction allowed in my estate by the Federal tax laws that will eliminate all rederaJ estate taxes payable as a result of my death, my Executor shall divide my residuary estate into two portions known as the "Marital Fund" and the "Credit Trust." The Marital Fund, which shall not be reduced by any taxes payable by reason of my death. shall be that fractional proportion of the entire residuary estate determined as follows: The numerator of such fractional proportion of my residuary estate shall be the smallest amount which, ifallowed as a marital deduction, would result in the least possible rederal estate tax Page] of 9 Pages r7 .... .~! ~ - t?Z being payable as a result of my death, after allowing for the unified credit against Federal estate tax and all available credits and deductions claimed. Thc numerator shall be reduced hy the valuc of any other property which passes to my said spouse, which qualifies for the marital deduction and reduced by that amount, if any, which, when added to my taxable estate, will result in Federal estate tax no larger than the credit for State death taxes allowed in my estate without incrcasing any State death taxes payable as a result of my death. The denominator of this fraction shall he the value of the entire residuary estate. Values assigned to the property for the purposes of this computation shall be those valucs finally determined for Federal estate tax purposes. The Marital Fund shall be distributed outright to my spouse, RUTH M. JONES, as soon as practicable after my death. The Credit Trust shall be held and managed by my Trustee(s) in accordance with ITEM FOUR of this my Last Will and Testament. My Executrix shall have the power to distribute assets in cash or in kind to the Marital Fund and to the Credit Trust and to select specific property to be distributed to the Marital Fund or the Credit Trust without regard to the income tax basis on such property. In making these allocutions. my Executrix shall use the value of the assets as of the date or dates of distrihution so that each distribution shares proportionately in the appreciation or deprcciation of assets betwccn the date of my death and the date or dates for distribution. However, no allocation of assets shall be made to thc Marital Fund which does not qualify for the marital deduction. To the extent that other assets which qualify for the marital deduction are available, there shall not be allocated to the Marital Fund (a) assets with respect to which an estate tax credit for foreign taxes paid is allowable or (b) any payments under an employees trust or retirement annuity contract of the type described in Section 2039( c) of the Internal Revenue Code or subsequent provisions of similar import or (c) United States Treasury Bonds that are eligible for redemption at par value in payment of the Federal estate tax. In computing the marital deduction all generation-skipping transfers for which I um the "deemed transferor" shall be disregarded. Page 2 of 9 Pages ''--;r . ) . /. G ktl5:, If! am not survived by my spouse, RUTH M. JONES, I give, devise and bequeath all of 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 FOUR hereof. Ifmy said spouse survives me and disclaims any portion of the Marital Fund, such portion shall be added to the Credit Trust. If my said spouse and I die simultaneously, or under circumstances which render it difficult to determine who died first, my said spouse shall be deemed to have survived me for all purposes of this my Last Will and Testament. ITEM FOUR CREDIT TRUST My Trustee(s) shall hold the assets received under ITEM THREE hereof, if any, for the following purposes: A. To pay the net income, at least quarter-annually, to my spouse, RUTH M. JONES, for life. In addition, the Trustee(s), in their sole discretion, may invade the principal of the trust to provide for the proper and adequate support of my said spouse. B. The Trustee(s) shall pay to my spouse, RUTH M. JONES, annually, such sum from the principal of the trust as she 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 spouse, RUTH M. JONES, my Trustee shall distribute the principal of the trust to my children, GEORGE M. D. JONES n, THOMAS M. JONES and DEBRA L. MYERS, in equal shares, absolutely. D. In the event that any of my said children shall fail to survivc my spouse and me, but shall leave issue (for purposes hereof the term "issue" shall not include any step-children of any of my children, it being my intention to exclude any such step-children from any distribution hereunder) surviving, then such deceased child's share shall be held by my Trustee and the net income therefrom shall be used for the support, maintenance and education of the issue of such deceased child. My Page 3 of 9 Pages ?~ /1 _ '. ~ Trustee shall use as much of the principal as it shall deem desirable for said purposes. My Trustee 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-one (21) 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 iforiginally a part thereof. E. Notwithstanding any other provisions to the contrary, in no event shall any share be distributed to any beneficiary later than twenty (20) years after the later of the death of my spouse or me. ITEM FIVE POWERS OF EXECUTRIX(CES) AND TRUSTEE(S) In addition to the powers conferred by case law, by statute, and by other provisions hereof, my Executrix(ces) and Trustee(s) and their successors, shall have the following discretionary powers 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 the 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 tilVor of a higher offer; D. To execute and deliver any deeds, leases, assignments or other instruments as may be Pagc 4 of 9 Pages '~ /~ 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 ofthe 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(s), in their 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; I. 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 Page 5 of 9 Pages ~ I ,_' / /G.i ~J. 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 incapacitated, but who. by reason of illness or mental or physical disability is, in the opinion of 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 of the following ways as he, she or they may deem best: I. 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; 4. By the fiduciary(ies) hereunder using such amounts directly to the benefit of such beneficiary. P. To employ agents, attorneys and proxies and to delegate to them such power as my personal representatives 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 SIX 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 Page 6 of 9 Pages ~ 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 SEVEN APPOINTMENT OF EXECUTOR AND TRUSTEE I nominate, constitute and appoint my spouse, RUTH M. JONES, as Executrix of my estate. In the event that my said spouse shall predecease me or fail to act as Executrix, then my said daughter, DEBRA L. MYERS, shall serve as Executrix of my estate. In the further event that my said daughter shall predecease me or fail to act as Executrix, then my said sons, GEORGE M. D. JONES II and THOMAS M. JONES, shall serve as Co-Executors of my estate. I nominate. constitute and appoint my spouse. RUTH M. JONES, as Trustee of any trust created hereunder. In the event that my said spouse, shall fail or be unwilling to continue to act as Trustee, then I appoint my said daughter, DEBRA L. MYERS, to act as Trustee of any trust created hereunder. In the further event that my said daughter shall fail or be unwilling to continue to act as Trustee. then I appoint my said sons. GEORGE M. D. JONES II and THOMAS M. JONES. to act as Co-Trustees of any trust created hereunder. I have appointed my said daughter as the secondary fiduciary hereunder for reasons of practicality of administration in light of her geographical proximity, and not out of any lack of trust or respect for the abilities or character of my said sons. Therefore. I direct that my said daughter shall discuss and coordinate her actions as fiduciary with my said sons to the extent reasonably practicable, giving good faith consideration to their advice and desires as she administers my estate and trust. ITEM EIGHT WAIVER OF BOND I direct that neither my personal representative(s) nor my Trustec(s) 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 /) / I forth in this Will. l/;~~_ ,tp--). /~ Page 7 of 9 Pages IN WITNESS WHEREOF I have hereunto set my hand and seal this ::WrJ. day of January, 2000. t ~ft: 'J?' / --- (SEAL) George ryt. 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 <>: ~ hI,. ~OYllU:'" Page 8 of 9 Pages COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) I, GEORGE M. D. JONES, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; a.nd that I signed it as my free and voluntary act for the purposes therein expressed. /,1 ~worn or affirmed to and acknowledged before me by GEORGE M. D. JONES. the Testator" 'h;, )q'" "'y of 1,m""y, 2000. A ( ~!1Amtffbmu Notary Public COMMONWEALTH OF PENNSYLVANIA) NOlanal Saal SS Sharon E. Bloom, Notary Public :,. North Middleton Twp., Cumbertand County COUNTY OF CUMBERLAND ) MyCommisslonE,pl...Aug.5.2002 c:: } ~ember, PennsylvanIa Assoclallon at Nolanes We, "XefJNil L.oOorY1 and KuYh f)j,.:JDf)'f5 the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw GEORGE M. D. JONES, the Testator, sign and execute the instrument as his Last Will; that the Testator signed willingly and that the Testator executed it as his free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. ~~- Address :2/00 I ~n)< r"~~, ,/~><.d . ~rl..le. ~ /70/3 , Address ~'~~~~' \ l.. 0 S)). 'L. e."",^~:",,, <-' \ CIi \ '1 0 I 3. Sworn or atlirmed to and subscribed betore me this Jt/~~ay of January, 2000. iC!tn:Jl~ C:\Eslntc Planning\1006\ Ih-will,do..: Notanal Seal Sharon E. Bloom. Notary Public North Middleton Twp., Cumbertand County Page 9 of 9 Page My Commission ElCplres Aug. 5. 2002 UAfflMr. PAnnsvIV8n18 Assodatlon 01 Notaries . JAN. 9.2003 2:43PM VJu a1;; 1/-[ 0- NO. 029 P.1/6 ~ ~a;;:;;01/ VALO 45867912 WY31 GEORGJi; M 0 JONES 160 SlIATTO Dl\IVE 09/09/02 FONC Ii'RWD 4C1 $106.00CR CASH $733,549.71 T1-WV F-CALL OSD/EQ TI-FM/V ll-CALL $106.00Cll TOTAL T2-LWv D-INT MARGIN TZ-SM/V M-INT OTHJ;;R OTH MM/V EQTY % DIV/INT OTH CM/V EQOITY $6,883.19 MMKT $366,774.84 '1'1 CIA CIA SMA $133,549.71 '1'1 M/SJ;;C B/P $6,989.19CR FDS AVL $733,549.71 TOT MIV $740,538.90 TOT VI, QOANTITY DESCRIPTION SYM CRNCY CUSlhl VALOIi 'I' LOC M 400L ALCOA INC AA OSD 013817101 9036.00 1 SliG M 1000L ALLTEL CORP AT USO 020039103 43490.00 1 SEG M 241L BANK OF AMERICA CORP BAC OSD 060505104 16698.89 1 SEG M 1000L BELLSOUTH CORP BLS OSD 079860102 22670,00 1 SE:G M 1000L BRISTOL MYE:RS SQOIBB CO BMX USD 110122108 25250.00 1 SEG M 1400L CITIGROOP INC C USD 172967101 42392.00 1 SliG M 124L DAIMLliRCHllXSLEll AG F DCX USO 016681'123 4975.78 1 SEG M 670L EXXON MOBIL CORP XOM USD 30231G102 22987.70 1 SEG M 1147L FLJ;;ET BOSTON FINANCIAL FBF OSD 339030108 26954.50 1 SEG M 200L FORD MTR CO OJi;L F OSD 345370860 2040,00 1 SEG M 1200L GliNJi;RAL ELECTRIC COMPANY GE OSD 369604103 33960,00 1 SEG M 252L HARTFORD FINL SVCS GROUP HIG USD 416515104 11712.96 1 SEG M 1\ -~~ 11 ~vD j;; 6\ F\. 5;)~ FROM TO Lori A. Sullivan 1/9/03 1:41 PM Page 1 JAN. 9.2003 2:44PM NO. 029 P.3/5 VALU 45867912 WY31 GEORGE 1'1 D JONES 160 SAA~~O DRIVE 09/10/02 FUNC FRWD 4C1 $lG8.75CR CASH PS8, 367.00 TI-M/v "-CALL DSD/i:Q Tl-FMIV H-CALL S168.75CR TOTAL T2-LM/V D-INT MARGIN T2-SM/V 101-IN~ OTHER OTH 101M/V EQTY , DIV/INT O~H CM/V EQUITY $6,989.19 MMJ(')' $S69,193.48 ~1 CIA CIA SMA $738,367.00 '1'1 M/SEC a/p $7,157.94CR FOS AVL $738,367.00 TO~ M/V $745.524,94 'I'OT VL QUANTI~Y DESCRIPTION SYM CllNCY cusn VALUE T LOC M 400L ALCOA INC AA USD 013817101 9320.00 1 SEG M 1000L ALL~i:L CORP AT OSD 020039103 44330.00 1 SIlG M 241L BANK OF AMERICA CORP BAC USD 060505104 l6669.25 1 SEG 101 1000L BELLSOU~H CORP BLS USD 079860102 23000.00 I SEG M 1000L BRISrOL MYERS SQUIBB CO 8MY USD 110122108 25nO.00 1 SEG M 1400L CITIGROUP INC C DSD 172967101 43499.00 1 SEG 101 124L DAI101LERCHRYSLER AG F OCX USD D1669R123 5135.86 1 SEG M 670L EXXON MOBIL CORP llOM OSD 30231G102 22780.00 1 SEG M 1147L FLEET BOSTON FINANCIAL FBF aSD 339030106 27183.90 1 SEG M 200L FORO MTR CO DEL F aSD 345370860 2160.00 1 SEG M 1200L GENERAL ELECTRIC COM?hNY GE 118D 369604103 34536.00 1 SEG M 252L EARTFORD FINL SVCS GROOP HIG DSD 416515104 11967.48 1 SEG M t I1j) \)~ ~~ FROM TO Lori A. 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'00 0 '" 61 100 c - CD 0, .~ :1\.)(...) "- , ,n:, lVl&1 DiUlK ACCOUNT NO, ACCOUNT TYPE STATEHENT PERIOO PAGE 9830138856 HIT FIRST AUG,24-SEP,2S,2002 1 OF 1 00 o 0431911 Ntt 017 lS948 GEORGE M D JONES 160 SHATTO DR CARLISLE PA 17013-2119 HIGH STREET-CARLISLE IlEGrIlNIIIG DEPOSITS I OTHER CURRENT ENDING BALANCE OTHER ADDITIDNS CHECKS PAID SUBTRACTIOMS INTEREST PD BALANCE NO, I AHOUNT NO, I AHOUNT NO, I AHOUNT 266,94 01 0,00 01 0,00 1 1 266,94 0,00 0,00 ACCOUNT SUMMARV ~TING luEPOSITS,>N,...ST CHECKS I OTHER DAIL Y ATE TRANSACTION DESCRIPTION I OTHER ADDITIONS sUBTRACTIONS BALANCE 08-24-02 BEGINNING BALANCE $266,94 09-20-02 CLOSEOUT 266,94 0,00 ENDING BALANCE $0,00 ACCOUNT ACTIVITV REFER A FRIEND TO HIT BANK AND GET A FREE GIFT! NOW, WHEN YOU ASK A FRIEND TO OPEN A CHECKING ACCDUNT WITH HIT, NOT ONLY WILL YOU GET A FREE GIFT - SO WILL YOUR FRIEND, STOP BY ANY HIT BRANCH OR CALL HIT'S TELEPHONE BANKING CENTER AT 1-800-724-2440 TO GET A REFER-A-FRIENO COUPON. HURRY, GIFT QUANTITIES ARE LIMITED. FREE GIFT PROVIDED AT TIHE OF ACCOUNT OPENING. LOO8A(1'2I93) MemberslST FEDERAL CREDIT UNION INSURANCE DEPARTMENT 5000 Louise Drive P. Q. Box 40 Mechanicsburg, P A 17055 1-800-283-2328 or (717) 697-1161 REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 50891 -00 03/11/1974 $35.15 $.00 $35.15 None CHECKING ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 50891 -11 04/13/1983 $13,812.50 $4.72 $13,817.22 None IRA SAVINGS ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Beneficiary 50891 -10 03/10/1989 $164,749.95 $66.47 $164,816.42 Ruth Jones M~ERS 1ST F ~~nae Insurance Products Supervisor DIT UNION January 3, 2003 Estate of: GEORGE M.D. JONES Date of Death: 09/07/2002 Social Security Number: 207-24-7115 /Z I, " . cifl / !lvtJA. {j . A. /J -~ (fYW VL .. . Wt fll&d ~UAJ!.L/1~ - adbJ}~_~ ~4.D L .. .' JifLe ~J(?;()' uV r 3 9- 9~) . J)udfJi117 /Yl / o~t- !1ftMUJeJ1 ~ - . 1 Rr -kCht:, Q fIll.)1:> ('&- d)tdoUl~ . CalL j(.lA/U J~ a.fu / Ji ()D ___ .(,{,I_ __ _ q cr. 9 ~ a~5. u~ 11 f.1X> 17{ 60 y~ .00 y{LU0 [dil21lJy~l ~ J;JvlnvtL ~j) C- aty) :/ 5'7if /~ ~ lfljC 5']L( K .J2I!: /1 t 03 I ~I / " (/ ~c; 7. __ _ _J___1-_______ - ------" / J{)CJ. 99 ~ ) 7 ()c;.ci9 y 1.1'1 &u 3/7-09.69 , .' , , 0WLfAd .01 l/du(JiJ(sso JJvc~2. / ... . iJ&tfn {!x:JJ ) ~ .jD ~ rlf .a~!JD ~ C ,315 -2 1h1dA :;:. /59. c)u ~{)v()u bia11~j;; .~ ~~ cfu(~ / ~s (gu ~ Inl~ IS.ou qq1 !Lo Hoffman-Roth Funeral Home, Inc. 219 North Hanover Street Carlisle, P A 17013 (717)243-4511 September 25, 2002 Ruth M. Jones 160 Shatto Drive Carlisle, P A 17013 The Funeral Service for L TCCRet) George M. D. Jones 13828-161 We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING [S AN [TEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. OUR SERVICE: Traditional Funeral Service Package. . . . . . FUNERAL HOME SERVICE CHARGES $3490.00 $3490.00 SELECTED MERCHANDISE: Horizon Casket . . . . . . . . . . . . . . . . . . . . . . THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THATYOUHAVESELECTED . . . . . . . . . . . . . $2380.00 55870.00 Cash Advances Newspaper Obituary Notice-Patriot News, Certified Copies of Death Certificates. Flowers, . . . . . . . . . . Mileage to Ar[ington Cemetery. . . . TOTAL CASH ADVANCES AND SPECIAL CHARGES. $129.60 $20.00 $185.50 $95.00 5430.10 Total Total Cost . $6300.[0 History 09/25/2002 Cumberland County V A $-100.00 TOTAL AMOUNT DUE $6200.10 This statement Is net and payable In full within 30 days of receipt. ~. ~."~\-6 ~ ~->--~ \~,,~ - -.. - - - - - - - - - - - - - _.- - - -. -.. - -.. -.. - - - - --- - - _.. - - - -.................. -.... -.. - - - - - --- ~ ~ cg (?l ~ [Q1 (()I , Event Contract Family & Friends of George MD Jones Contract #: 00001848 Customer: Contact: Phone: Company: Addr1: Addr2: City, SI: RUTH JONES RUlli JONES 717-243-0001 Date: Wednesday October 16, 2002 Time: 12:30 pm To 2:30 pm # Guests: 50 Event Type: Unclassified Setup: Unclassified Room: Spates Hall Lounge Salesperson: System Manager Schedule 12:30 pm Setup Time on October 16. 2002 Description VEGETABLE CRUDITE FRIED MUSHROOMS B.B.Q MEATBALLS CHICKEN QUESADILLA SELECTED CHHEESE ARRAY SEASONAL FRUIT DISPLAY _Prlce_ -Qty- _Totals_ $75.00 1 $75.00 $100.00 1 $100.00 $100.00 1 $100.00 $150.00 1 $150.00 $105.00 1 $105.00 $85.00 1 $85.00 $1.00 50 $50.00 Coffee, Tea, Decaf Coffee Coffee Decaf Hot Watar lor Tea Hot Tea Bags Sugar Sweet and Low (Sugar Sub) Creamer Lemon Wedges TEA COOKIES ASSORTED SODAS $4.95 $1.00 $29.70 $25.00 $719.70 $35.99 $107.96 $863.65 S200.00 $663.65 6 25 Subtotal of Charges: SUrcharge Gratuity Contlaet Total: Credits : Adjusted Total: Speciallnstruetlons: ROUND TABLE FOR FOOD IN THE MIDDLE OF THE ROOM. FEW COCKTAIL TABLES IN THE THE ROOM. 4366-1630-3331-0018 EXP 01/05 VISA The contract total is based on the estimated number 01 guests. Billing Is based upon the Final Guest Count provided by the Host 5 Business Days prior to the event. If the Host falls to proVide a Final Guest Count the Bill will reflect the Estimated total number of Guests or the Actual Number 01 Guest. whichever is Greatest! Final Payment is Due 5 Business days prior to your event. Hosted bar consumption lees are nol induded on the contract. however, the host will be billed for actual cost of the hosted ber. The below signature agrees to pay lor the total cost of the above event whether the event lakes place or is cancelled. The below signature C8f1Ifies that the above event is on behaif of a DOD agency or grouP. or an appropriate group recognized by DA as military aflIliated. The below signature agrees to pay for the entire event at personal expense if the contracting party fails to pay in a timely manner. Circumstances for which APF Printed on October Og, 2002 8t12:24:52 . . Page 1 " STEPHEN L. BLOOM ATT{)](NI.:Y .IN!) C{)IINSFLl.<l]( .\'1' L,\I\' 2 I 00 I. ( ) N (;." (; .\ l' H ( ) .'\ 1) (' .\ I< 1.1" I. I., ]J I,. 0J N" \'! \' ,-\ "1\ 1 ., () 1 .1 \\\,'\\ I' n-\ t_ r I {'.\ I,f,( 1('"'' I j I () M J, F (;\ 1-\ s" I ."1 \" 'J ' II I I I'II()".; I ~ I - 2 I 'J - ~ I ~ I \< :;1 \11 I,' ~ I , :::.i \) ~ - ; ~ TIlII I' " 1-:1 H - ~ \ 4 R 9602 June 04, 2003 S 11\ I{()" I.: ]I 11)( I \1 I{) \ I I.: SI \ [I. T I( \"" \ CIIII:--,~ I,\}lt I \ ~ \ I. I. I \ \ "- I': "I \1 I \ 1)\11 " I .'1 II \ I I (l '>. \" I) I " t ,Il 1'1 \' '. i" \. _SIlIl)(l,\I((iiI'IL\(TI(:.\I(()1 '\\1':1 I:(),\f Invoice submitted to: Jones, George M. D Estate 160 Shatto Drive Carlisle PA 17013 Ruth M. Jones, Executrix In Reference To: Estate Administration Invoice # 1233 Federal E.I.N for Form 1099 Reporting: 25-1851818 Professional Services H rs/Rate Amount 12/3/02 PL ReView correspondence: Administrative matters 0,25 26,25 10500/hr 119103 PL Review Date of Death Account Valuation Information from 0.17 17,50 Members 1st; Telephone conference with Mr. Sneed's Office re 105,00/hr request for Date of Death Account Valuation Information from Wachovia 2/4103 PL Administrative and estate accounting matters; Asset Valuation; 3.33 350.00 Preliminary preparation of Inheritance Tax Return and Schedules 105 OO/hr 2/7/03 SLB Federal Estate Tax Evaluation and Planning Matters 0.50 92.50 185.00/hr PL Administrative and estate accounting matters 0.75 78.75 105,00/hr 2/19/03 PL Administrative and estate accounting matters 0.25 26,25 10500/hr 3/4103 PL Correspondence 0.50 52.50 105.00/hr 3120103 PL Review information re joint assets 0,08 8.75 105.00/hr PR:\CTICAI. COUNSEL + C:HRISTIAN PERSPI-;:CTIVE ones, George M. D. Estate 3/21/03 PL Telephone conference with Members 1st Federal Credit Union re accounts; Telephone conference with Internal Revenue Service re status of Estate FEIN; Trust matters; Telephone conference with Executrix re Trust account 4/10/03 PL Telephone conferences with Mr. Worley at Members 1st Federal Credit Union and Executrix re Trust account matters 4/15/03 PL Administrative and estate accounting matters 4/22/03 PL Telephone conferences with Members 1st and Executrix re opening account for Trust 4/29/03 PL Telephone conference with Executrix; Telephone conference with Members 1 st Federal Credit Union 5/6/03 SLB Administrative and estate/trust matters 5/7/03 SLB Telephone conference re securities account registration 5/6/03 PL Telephone conferences with Executrix and Broker re Trust matters: Administrative matters, Telephone conference with Deputy Register of Wills; Correspondence with Broker 5/14/03 SLB Evaluation and analysis of Federal Estate Tax issues and estate information re same; Preliminary preparation of Federal Estate Tax Return Form 706 and Schedules: Preliminary evaluation and analysis of Pennsylvania Inheritance Tax issues and actuarial calculations re value of life interest and remainder interest in testamentary trust PL Federal Estate Tax and Pennsylvania Inheritance Tax matters 5/28/03 SLB Preparation of Pennsylvania Inheritance Tax Return and Schedules and Federal Estate Tax Return and Schedules; Calculations re same 5/23/03 PL Telephone conference with Executrix; Valuation matters for Inheritance and Estate Tax Returns; Correspondence with Allfirst Bank 5/27/03 PL Telephone conference with Executrix; Asset valuation matters; Telephone conference with Allfirst Bank: Review correspondence from Allfirst Bank PRACTICAl, COUNSEL, + CHRISTIAN PERSPl':CTIVE Page 2 Hrs/Rate Amount 0.50 10500/hr 52.50 0.17 17.50 105.00/hr 0.08 8.75 105.00/hr 0.17 17.50 105.00/hr 0.17 17.50 10500/hr 0.50 92.50 185.00/hr 0.10 18.50 185.00/hr 0.67 7000 10500/hr 5.67 1,04833 18500/hr 5.25 1050D/hr 551.25 2.50 18500/hr 462.50 0.58 105.00/hr 61.25 042 105.00/hr 43.75 ones, George M. D. Estate 5/28/03 PL Preparation of Pennsylvania Inheritance Tax Return and Federal Estate Tax Return and Schedules; Telephone conferences with Executrix; Review Form 712 and additional documentation re asset valuation 5/29/03 PL Estate taxation matters re life insurance proceeds and miscellaneous deductions; Teiephone conference with Executrix 6/2/03 PL Telephone conference with Executrix; Determination of Inheritance and Estate tax deductions and availability of same 6/3/03 PL Telephone conference with M&T Bank re final valuation information; Prepare required Estate Inventory', Preparation of Pennsylvania Inheritance Tax and Federal Estate Tax Returns and Schedules 6/4/03 PL Administrative matters; Completion of Pennsylvania Inheritance Tax Return and Federal Estate Tax Return and Schedules; Preparation of Exhibits and Filing Correspondence re same SLB Finalize Pennsylvania Inheritance Tax Return and Federal Estate Tax Return and Schedules; Conference with Executrix for review and execution of same PL Partial reserve for anticipated administrative, accounting and taxation matters For professional services rendered Page 3 Hrs/Rate Amount 2.50 105.00/hr 262.50 042 43.75 105.00/hr 0.50 52.50 105.00/hr 333 350.00 105 OOlhr 3.00 315.00 105.00/hr 2.25 416.25 18500/hr 7.28 764.58 105.00/hr 41.89 $5,318.91 Additional Charges: 12/20/02 Publishing Fee - Legal Notice - The Sentinel 5/6/03 Probate Fee - Additional Short Certificate - Register of Wills of Cumberland County Total costs Total amount of this bill Previous balance 11/27/02 Payment - thank you Total payments and adjustments Balance due PRr\CT1C/\L COUNSEL + CHRISTIAN PERSPECTlvr.: 91.85 3.00 $94.85 $5413.76 $1,782.10 ($1,782.10) ($1,782.10) $5413.76 ," STEPHEN L. BLOOM ATTORNEY AND COUNSELLOR AT LAW 2]00 Longs Gap Road Carlisle, Pennsylvania] 70 13,Tel 717-249-7717 Federal EIN 25-]851818 Invoice submitted to: Jones, George M. D. Estate 1 eo Shatto Drive Carlisle PA 17013 November 22, 2002 In Reference To: Estate Administration Invoice #1 088 Professional Services HrslRate Amount 9/9/02 SLB Preliminary estate review and preparations for administration 0.50 92.50 185.00/hr 9/10/02 PL Preliminary preparations for administration 0.17 17.50 10S.00/hr 10/3/02 PL Preliminary administrative matters 0.06 8.75 10S.00/hr 10/22/02 SLB Consultation with Mrs. Jones re preliminary administrative matters; 0.92 169.58 Preparation for probate; Telephone conference with Mrs. Jones 165.00/hr 10/25/02 SLB Telephone consultation with client 0.06 15.42 165.00/hr 10/22/02 PL Conference with Mrs. Jones re estate administration matters 0.83 87.50 10S.00/hr 11/5102 PL Administrative and estate accounting matters 0.33 3S.00 10S.00/hr 11/6/02 PL Review assellnformation; Draft Petition for Probate and Grant of 1.00 105.00 Letters Testamentary; Draft required Estate Information Sheet 10S.00/hr 11/12/02 SLB Preparation of Probate Documents 0.17 30.83 16S.00thr PRACTICAL COUNSEL ~ CHRISTIAN PERSPECTIVE , .' Jones, George M, D, Estate 11/12/02 PL Administrative and estate accounting matters; Telephone conferences 11115/02 SLB Administrative and estate accounting matters 11/13/02 PL Finalize Petition for Grant of Letters Testamentary; Telephone conferences; Trust matters; Preparation of I R$ Form SS-4 and correspondence to IRS re same 11114/02 PL Appearance at Register of Wills Office to present Petition for Grant of Latters; Conferance with Executrix 11/15/02 PL Telephone conference with broker re securities tilling matters; Correspondence with same 11/21/02 PL Miscellaneous telephone conferences; Preparation of Legal Notices for publication and related correspondence; Correspondence with Wachovla Securities, Members 1st and client 11/22/02 SLB Administrative and estate accounting matters; Preliminary Federal Estate Tax evaluation PL Correspondence and administrative matters For professional servicas rendered Additional Charges: 11/21/02 Probate Fee. Register of Wills of Cumberland County Publishing Fee - Legal Notice. Cumberiand Law Joumal Total costs Total amount of this bill Balance due PAYABLE UPON RECEIPT - THANK YOU PRACTICAL COUNSEL . CHRISTIAN PERSPECTIVE Page 2 HrS/Rate Amount 0.17 17,50 105.00/hr 0.10 18.50 185,00/hr 0.75 78,75 105.00/hr 0,67 70.00 105,OO/hr 0.33 35.00 105,001hr 1,33 140,00 105,00/hr 1.02 189,27 185,001hr 0,67 70,00 105,001hr 9,12 $1.181.10 526,00 75.00 $601,00 $1,782,10 $1,782,10 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: BLOOM STEPHEN L ESQUIRE 2100 LONGS GAP ROAD CARLISLE, PA 17013 fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: ssrv: 207-24-7~ ~ 5 FILE NUMBER: 2102-1019 DECEDENT NAME: JONES GEORGE M D DATE OF PAYMENT: 06/06/2003 POSTMARK DATE: 00/00/0000 couNTY: CUMBERLAND DATE OF DEATH: 09/07/2002 REV-1162 EX111-961 NO. CD 002653 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ S 19, 340.43 TOTAL AMOUNT PAID: REMARKS: RUTH M JONES C/O STEPHEN L BLOOM ESQUIRE CHECK# 1389 SEAL INITIALS: VZ RECEIVED BY: DONNA M. OTTO S 19, 340.43 DEPUTY REGISTER OF WILLS REGISTER OF WILLS l ~~ /dam- ~~ COMMONWEALTH OF PENNSYLVANIA \ BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. zsoboi NOTICE OF INHERITANCE TAX HARRISBURG, PA 17128-0601 APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EX ~FP (O1-D3~ DATE 07-28-2003 ESTATE OF JONES GEORGE M DATE OF DEATH 09-07-2002 FILE NUMBER 21 02-1019 '(~~ `,)~ L~; ~ - ~•CbUNTY CUMBERLAND STEPHEN L BLOOM ESQ pCN 101 2100 LONGS GAP RD Amount Remitted CARLISLE PA 17013~~ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ _ -------------------------------------------- ____________________ ------------------------------- --------------- REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF JONES GEORGE M FILE NO. 21 02-1019 ACN 101 DATE 07-28-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 797, 031 .92 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable [Schedule D) (4) .00 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 21,7 44.31 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 164,816.42 592.65 983 8. Total Assets (g) , APPROVED DEDUCTIONS AND EXEMPTIONS: 20,589.19 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions (11) 2D .589 _ 19 963, 003.46 12. Net Value of Tax Return (12) 00 13 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . . 14. Net Value of Estate Subject to Tax (14) 963, 003.46 NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 533,216.22 X 00 = .00 15 (15) Amount of Line 14 at Spousal rate . 16 Amount of Line 14 taxable at Lineal/Class A rate (16) 429,787.24 X 045. 19,340.43 . 17 Amount of Line 14 at Sibling rate (17) .00 X 12 .00 . 18 Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 .00 . (19). 19,340.43 19. Principal Tax Due TAX GREi11 1 ~' + AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-06-2003 CD002653 .00 19,340.43 TOTAL TAX CREDIT 19,340.43 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.] BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 REV-483 EX ~FP [D1-D3) ~ DATE 03-08-2004 '~ ESTATE OF J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN R ^i ONES GEORGE DATE OF DEATH 09-07-2002 _,- p ~ :,,~ILE NUMBER 21 02-1019 ~~'~ '~~" `~ COUNTY CUMBERLAND ACN 201 Amount Remitted 1701 `` REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this fora with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR FILES 1 ---------------------------------------------------------------------------------------------------------------- REV-483 EX AFP (O1-03) ~* NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ~(~ ESTATE OF JONES GEORGE M FILE N0.21 02-1019 ACN 201 DATE 03-08-2004 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) 4. Total Inheritance Tax Assessed 5. Pennsylvania Estate Tax Due TAX CREDITS: .00 19,340.43 .00 19 340.43 .00 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID STEPHEN L BLOOM ESQ 2100 LONGS GAP RD CARLISLE PA tf-_ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 M *IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) -• _~ I. ~~~\ REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After July 1, 1992) Name of Decedent: GEORGE M. D. JONES Date of Death: September 7, 2002 File No.: 21-02-1019 Social Security No.: 207-24-7115 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 X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: N/A. 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: N/A. c. Did the personal representative state an account informally to the parties in interest? Yes No X i ~d. Copies of receipts, releases, joinders and approvals of formal or informal accounts °- may be filed with the Clerk of the Orphans' Court and maybe attached to this report. r- r -.. .-~ Dater Febru~ 28, 2004- Signature: - -- ' ~~ ----- 'a Name: Stephen L. Bloom, Esquire `` `~ - ~= Address: 2100 Longs Gap Road -~:~ Carlisle, PA 17013 (717) 249-7717 Counsel for Personal Representative C: AOffice-Estate Administration\10061.2statrpt.l.doc COMMONWEALTH OF PENNSYLVANIA ~ BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 NOTICE OF DETERMINATION AND HARRIS8UR6, PA I71za-DbDI ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL REV-756 E% AFP (O1-027 CLOSING LETTER ~ ,{ ., DATE 03-15-2004 , ,_k ,: ESTATE OF JONES GEORGE M '~ DATE OF DEATH 09-07-2002 FILE NUMBER 21 02-1019 (- _~; - -, ~t ~ : 13 COUNTY `~`~ ~ "~`f ~ ~ ~ ~` CUMBERLAND STEPHEN L BLOOM ESQ ACN 202 2100 LONGS GAP RD Amount Remitted CARLISLE PA;;~70.13 ~aktt~l'` ~ - , MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this fora with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR FILES -__~______________________ ------------------ ------------------------------ ------------------------------- REV-736 EX AFP GFIPENNSYLVANIAOESTATEFTAXTBASEDAON FEDERALSCLOSINGTLETTER ~* ESTATE OF JONES GEORGE M FILE N0.21 02-1019 ACN 202 DATE 03-15-2004 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 2. Pennsylvania Inheritance Tax Assessed 19,340.43 (Excluding Discount and/or Interest) 3. Inheritance Tax Assessed by Other States .00 or Territories of the United States (Excluding Discount and/or Interest) 4. Total Inheritance Tax Assessed 5. Pennsylvania Estate Tax Due 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return 7. Additional Pennsylvania Estate Tax Due w~wr~~+. era,. •~~~-.~. PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID CIF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 (IF TOTAL DUE IS LESS THAN 51, 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.) .00 19,340.43 .00 .00 00