HomeMy WebLinkAbout02-0399
Estate of Katherine Clark Fisher
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
:J. I-oJ. -.,3 q-9
No.
To:
Register of Wills for the
Deceased. County otcumberland in the
Social Security No. 1q'i_n7_'i~nfi Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut or
in the last will of the above deeedent, dated October 15 , 1998
and codicil(s) dated
named
,19_
(state relevant circumstances. e.g. renunciation. death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
her lastfamilyorprincipalresidenceat Messiah Villall:e, 100 Mt. AllAn nrivA,
Mechanicsblllr",. PA 1701)1) . u..'l.'!~ ""\..-~ ;o.O\.."l&~ 1>
(list street, number and muncipality)
Deeendent, then 90 years of age, died April 14 If'lJ 2002
at 10e Mt. Allen Drive, Mechanicsbur~, PA 17055
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
. incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) AJ] personal property
(If not domiciled in Pa.) Personal propeny in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ 345,000
$ 141).000
$
$ 0
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
pre!l;ented herewith and the grant of letters t:,:.~t::=r.~nt:~....y
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
j~~J?~'
c
-g.g Assistant Vice Presdident
<<S'::: PNr. 'R~n\r I N A
3~
U~ ll242 Carli~'9 P~9
, c
m Camp Hill, VA 17Q11
c
'"
<ii
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ') 88
COUNTY OF CUMBERLAND J
The petitioner(s) above-n~med swear(.) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and tltat as personal represen-
tative(s) of the above decedent petitioner(s) will well aod truly administer the estate according to law.
~PL-~
Sworn to ,or affirmed and subscribed ~'\ '. ' , '"
before me this 18th da~ of '\l \~ \i>~'1< ~.
A ril ~ lOa !a
'"
~
~
Mary
LewlS
//.5,j"-(.,
~o. 21-2002-399
Estate of
Katherine Clark Fisher
, Deceased
DECREE OF PROBATE A~D GRA~T OF LETTERS
AND NOW April 19 lP9 2002, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated October 15, 199B
described therein be admitted to probate and filed of record as the last will of
Katherine Clark Fisher
and Letters Testamentary
are hereby granted to Linda J. Lundberq, Assistant Vice President
9l7a~(}.~/JMJ ~VtJ~
Register of Wills Mary C. Lewis
FEES
$ 305.00
$ 21.00
$
$ 15.00
TOTAL _ $ 5.00
Filed .~p;r:U. ~9.,.4Q9;1........$. ;J:4.fi,OQ..
Probate, Letters, Etc. .........
Short Certificatesc?) .. " . . . . . .
Renunciation ................
x-Pages (5)
JCP
ATTORNEY (Sup. Ct. l.D. No.)
ADDRESS
PHONE
~...... ,-
;....l...'"
d
"-)
::<
~
-~
~:n
-\J
L.",',)
MAILED LEITERS TO PNC BANK NA AT p(j) BOX 30B,CAMP HILL, PA
a,
21-2002-399
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBI~G WIT~ESS
TIMOTHY M. ANSTINE
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that HE WAS present and saw
KATHERINE CLARK FISHER
the testa' RIX , sign the same and that HE signed as a witness at the
request of testa' RTX in [1ER presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this 18th day of
~il :n 2002
i%e,~('~i"'AJ ~~.
Mary ew~s Register
TIMOTHY M. ANSTINE
(Name)
2906 Chesterbrook ct., Apt. 611, Camp Hill, PA
(Address)
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
DENISE C. SULLENBERGER
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
SHE IS familiar with the signature of KATHERINE CLARK FISHER
codicil
will
testat RIX
of (one of the subscribing witnesses to) the
to the best of HER
knowledge and belief.
presented herewith and
codicil
the will is in the handwriting of
that
SHE
KATHERINE CLARK FISHER
Sworn to or affirmed and subscribed before
me this 18th day of
'ij:ril . "'" 2002
~ e. *lA.I~ ,Ud M~ 44;)'
ary . Lew~s '
Register
(Address)
(Name)
(Address)
l!".V" ~I,
This is to certify that the information here given IS correctly copied frorn an original certificate of death duly filed with me as
Local Registrar. The original certificate will be Forwarded to the Stare Vital Records Offlcc for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
ITEM j/ 5""
SHOULD READ AS FOLLOWS:
No.
aCAr./ ,7":1(' (~t..~,....ft'--
Local Registrar ~
fee for this certificate, $2.00
p
8205622
APR 1 7 200~
Date
l:::;, 1,/ 1 '1/1
P; ~i--
,~ / '2 ''7<Z-kl~~~~
()
'8. VB1
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
NAME OF Qf:CEOENT If"" ~ddle, L."I SE)( I'SGCIAL SECURfN NUMBER
1. Katherine Fisher z.female 3, 195 - 07 - 5306
AGEtlall1!iloMdeyl UNDEA1YEAR UNOER1DItr [),I.TE OF 81ATH I! 81RTHPl.ACeIClyalld PlACEOf'OEIlfHIC'-h~"""'--_'~"'ocl.ooroson~'_1
MONm Days tan 1, M~ Monlll Day.....1 5Ia",,,,fCl~CCIO'\I'YI HOSPITAL I~THEA:
5, 80 Yr1I I~.une 1, 1921 phambersburg,PA~ietIlO E~"nlO DGtO ,::::029
~. COUNTYOFOERH CfT'r.8QAO, TWPOF QEATH rACMNAtoIE{llr>o1"'""M")"_~''''lI/.~'~aP<jncwn~' I:SIic:o~===m
!'I- Cumberland ..Upper Allen Twp. l"'(/~S.s/a/' ;/IO-Q~I:--.--""'.~
DECEOENT'SUSUAlOCCUfllQ)()N IUNDOFIlIU$lNESS/lNDU$TAV 'm.SDl:CEDENTEIIERIH ~ EOi:NT'SEOUCATION I I.IARtTALSTATUS.~ I..
(0; kl<>dd ~dOnlIo... l.,US,AAMEOFORCES? C ....-.. ru_"""ied.WocIo<ltMd.
~~~donol",,":';i.~ I. '- ~ I. .......-."
11..Finance Clerk l1[ederal Government 12. -.0 NoM! 13, (O-t2) 12 I (t'."'~.l l.Never Married IS.
:: OECEDENT.SMAIUNQADDflUS/SIf_.CiIyITown.Sla.ZIpCDdel ~~~~Nrs 11..S_ Pennsylvania Did lle.~ .,....~_;,. UDDer Allen Twn.
RESIDENCE ---...
lSeotfO'\ll/JUC"""" _in.
"""'-_I 171>. Cumberland '-""'"P' 11".o:';"'~~0l
r.lQTHER'S NAME (F.. toIodd1o!, M_s....n...-..)
t., Eva Clark
IHFOAUANT'S MAfUNO ADORESS ISlr.... CIIy/Town. s.... Zip Coo::1cII
725 Fourth Street, Lancaster PA 17603
PlACEDFOISPOS11I()H."..,.oI~CtMlaUll)! r~:ClCJlrlOH'C~'Stal..Zlpcoo.
~""'"-
Rolling Green Memorial Par Lower Allen Twp., PA 17011
21e. 21..
[NAMEANDAO(W:SSOf'FAClUTV Parthemore FH & CS, Inc.
I~Y.O. Box 431 New Cumberland PA 17070-0411
LICENSE NUMl3eA I:RE SIGNED
lM","*,.o.y.,..,j
2311. .
W'.S CASE REFERAEO TO MEDICAl EXAMINEI'IICOf\ONE:A1
_0
ST.Q('IL(NUMIlEFI
IDATEOFDEAn..McnII1.lla~. ''ear)
I.. April 14, 2002
_0
t~D
1:P.ACi:'A~Itt<1ian.8Ilu:~.WtIll.. Me
",.""
18. white
SUlMllfMQ SPOUSE.
l"_.go..-.....oden..........
100 Mt. Allen Drive
1.. Mechanicsburg, PA 17055
FIIJl1EA'SN~E(FiI....M~,L""l
It. (unknown) Fisher
INFOAMAN'T'SNAMI:(T\1*Pnntl
l1loI. Joan C. Creswell
METHOD OF DISPOSITION ] t:OAtE OF DISPOSITION
:. Don.lionO ~!:tylC'_lianO ~INlntSlal'O 0 Apiiil17, 2002
'; ~WifUREPJFli'N6AA'lSY.~L9~ORPERSONACmolQASSUCI-i 2t.. I'lICENSl<:NUMBER
.'1_. ./'\ /f< 'rA.;rr.-. ,,,. FD 013 340 L
CQmp/efwrUml2U:cOR/y F...t>ul"'mrJr~""~ftIo:I.Iu..WM.d".and~~.tod
~."OUvWb'-'ltrm.O._I"1o ._TiIIel
~~-~~ I~.
lClInuI24.2tt_boI~by TM.fE OF OEJI1HTOArE PAONOI,.JN;EO DEAD,1M""ll>. Oay. Yg'j
~---- ". f?"'u<:: ,0.1". n"/IV/~O^~
2T,NATI: ~~~O-:':'H=-:;;:'::'':..~I_whict1~U<iodl''-dl&th, Do_.nt"l"'~ol<ly;r"og, loc"atlc;I'dif.c"'''Ip''aIO<ya''..I.IItoc~Of''''rlt.du''
...
"'-
.....EDlATICAUSI(""*
.-..-CQf>dilo:)n
,~...","",,)-
J;.,~,h j)~~I,,, /flu'..,.,,,,,...:
DUE lOlQRAS ACQNSEOUENCE 01'):
7.:~
".
,Appftl~.......
!:==
!/"....A...
...till
PARTR:
OIhlI's;g,M\l:UIt__~lOduII1,buI
_~inllw~_flNe<tinPAlttf.
~~I1C<lll1M~
it~-..",~
_.E_UHDEIlLYIHG
: CAUSe~Of"',ury
.....II'IllieIMl_
f'-....ng...,..".)L..AST
~""'...UTOPSY
PERFOAMEQ1
,
!:
WERE .o.uTOPSV FINDINGS
AlAlLAIlILEPAlORro
CONJ'lETlOH OF CAUSE
OFOEAJH?
DUE JO/OR....SACONSEOUENCE OF):
DUE'1O(ORASACQNSEOUENCE OF).
MANNER OF !}EATH
......
....g.
~
o
o
OATEOF INJUAY
IM""a.,o.Y.~l
"rIME OF INJURY
lNJURYIlf'W'ORf(?
DESCRIBE HOW INJUIlY OCCU~O.
P.ndinol,,_ig.IliI)n
o
0:101I, lOlL M.
o AAEOFfNJUAV.Alhom..I.rm,sue...Iao:fcoy.otl'io::.
b<.IiIdlng.MC,ISpeedvl
_.
...0
...0
HomOcille
...0
...~
_0
...111
....g
CouklttOllModOll.rm,Md
REGIS7RA'Y'J5IGNArUAE ~Nt.>lol~:t____
31 a,1(.,.4(./ //C &j..~...{,V.-.v~
/I
J.<,/...z,/,/[
-
lLOCA1IDN(SIl_.C~,SI.te)
I",.
SlGNAturnromL~CiERTI~ ..JIlL'
)11. ". \~ a~ /110
lICENSE NlJf,,4BE:R IORElIJGftEOiMonlh,o.y,Yeatl
o 31C. m.iJal8V~J ( 13111. ~-".1J'::~1_
N.o.ME AND AOOf'IESS OF PERSON WHO COMPljTED CAUSE OF. ""H
(lfem 211 fype 01" p"nt V~~.z fi tC......e:,#-1,""""O
o Z./..,t..I~....'(".......~
12. /?"k...-'............... .6~"""".~.I1p...J'
DATE FILED1Monlh. Oa~. \'uo ~
~ /7_' / /C ..)<::;0 L
'/
2k 21t>.
CliRJII'IDl!Chedlonly....)
.CEFlT.........NO PHYSICIAN ~Pt.y&IC...n ~"'trl',oo">g ca.- '" dealh ..,,"" anal"", llhv"",...n hal pronounced de,,'h lli'>lJ ~""'pltled Ilern 23\
TO........l..'...'~.......~..s...hoceU......_"''''''cau..(I'.nd....''''....I__t....
".
,
I
!
I
'PROHOUNCING .o.NOCmTIf"'I'IHGPHI'SiCtAtrlCPhy5lCliln 00Ih ".."n""nc...."""/I'loirldce<l~toc8<>""aldeiJrhl
To ItMbetllol..., kno......q", d..lhoccutrH.I........... d.l.. 'lid pl.c.. .nddu.l0 Ih.u....(.,.nd "'.nn"'~ ~tat".
"ItIEDIC.lll UA"'I-HERlCOAOHf"R
Oft lh. b..i. ol......ln.Uon.ndlorln"..llg.lion. in my opl"ion. d.et" oc cu...d.!t...Um..d.I...ndplace.anddu.!ol..ee.....(.I.nd
m.nn.r..".!"............. .............,_ ....,............................,................,...............,.
'"
21_2002-399
0C;
~ ( t?~
-< ,-
::F
-0
-;;::J
.-'
CfJ
C,}
\~, ;
C'
-
LAST WILL AND TESTAMENT
OF
"
ru
ru
KATHERINE CLARK FISHER
"
o
,
<(
a.
o
.
o
m
.
.
.
<
I
"
ru
ru
X
o
'"
o
0:
,:
"
"
.
"
U)
"
z
0:
o
o
6
"
"
e
o
U)
U
-'
-'
w
z
e:
U)
z
<(
~
z
(3
<(
I
U)
"
"
u
"
"
o
~
-'
I, Katherine Clark Fisher, a resident of New
Cumberland, Cumberland County, Pennsylvania, declare
this to be my Will and revoke all prior Wills and Codicils.
FIRST: Debts, Expenses and Taxes.
(a) I direct the payment of my legally enforceable
debts and the expenses of my last illness and funeral from
my estate as soon after my death as may be convenient,
without regard to any statutory limitations thereon.
(b) All death taxes (and interest and penalties
thereon) imposed as a result of my death upon the property
passing under my Will, or proceeds of insurance on my life,
shall be paid out of the principal of my residuary estate,
each share thereof, whether outright or in trust, to bear a pro
rata portion of such taxes.
SECOND:
~.
I give all of my United States Savings Bonds which I
own at my death to my cousin, Joan Cresswell, of
Lancaster, Pennsylvania, if she survives me, and if Joan
Page I
n
Cresswell does not survive me, I give said United States
Savings Bonds to her issue then living per stirpes.
THIRD Residue.
"
ru
ru
"
o
,
<(
a.
o
.
o
m
.
.
.
<
I
"
ru
ru
x
o
'"
ci
0:
"
"
"
.
"
U)
"
z
0:
o
o
6
"
"
e
o
U)
U
-'
-'
w
z
e:
U)
z
<(
.
z
(3
<(
I
U)
"
"
U
"
"
o
~
-'
I give all of the rest and residue of my estate, in equal
shares, to my niece, Ellen Rista, of New Jersey, and my
nephew, Eric Rista, of New York, if they survive me. If
only one of Ellen Rista and Eric Rista survives me, I give
all of the rest and residue of my estate to the one of them
who survives me. If neither Ellen Rista nor Eric Rista
survives me, I give all of the rest and residue of my estate to
my cousin, Joan Cresswell, of Lancaster, Pennsylvania, if
she survives me, and if Joan Cresswell does not survive me,
then to her issue then living per stirpes.
FOURJH~
Spendthrift Provision.
Until distributed, no gift or beneficial interest shall be
subject to anticipation or to voluntary or involuntary
alienation.
FIFTH~ Administrative Powers.
My Executor shall have the following powers, in
addition to those conferred by law, until all property is
distributed, to be exercised in its own discretion:
(a) To retain any real or personal property in the
Page 2
n
.
N
N
"
o
,
form in which it is received.
(b) To sell at public or private sales for cash and/or
credit, to exchange, and to lease for any period of time, any
real or personal property and to give options for such sales,
exchanges, or leases.
(c) To purchase all forms of property, including but
not limited to stocks, bonds, notes and other securities,
common trust funds, life insurance policies and real estate,
or any variety of real or personal property, without being
confined to so-called legal investments and without regard
for the principle of diversification.
(d) To purchase securities at a premium or discount
and to charge such premium or credit such discount to
principal or income.
(e) To exercise any option arising from the
ownership of any investment; to join in any recapitalization,
merger, reorganization, liquidation, dissolution,
consolidation or voting trust plan affecting any investment;
to delegate powers with respect thereto; to deposit securities
under agreements and pay assessments; to subscribe for
stock and bond privileges; and generally to exercise all
rights of security holders.
(f) To hold property unregistered or in the name of a
nommee.
(g) To mortgage, divide, alter, repair and improve
real property and generally to exercise all rights of real
estate ownership.
(h) To distribute in cash, in kind, or partly in each,
and to cause any share to be composed of cash, property, or
'"
"-
<i
.
,
.
.
.
.
<
I
,;
N
N
x
o
OJ
o
0:
>'
.
.
.
"
UJ
.
z
"-
a
o
6
.
.
"
,
UJ
U
~
~
w
z
eo
UJ
z
'"
.
z
;;;
'"
I
UJ
"
.
u
"
"
o
~
~
Page 3
~
N
N
al
o
~
undivided fractional shares in property different in kind
from any other share.
(i) To compromise claims by or against my estate
including but not limited to tax issues and disputes, without
order of court or consent of any party in interest and
without regard for the effect of such compromise on any
interest hereunder.
(j) To borrow money and to pledge any real or
personal property as security for the repayment thereof.
(k) To apply expenses of my estate permitted as
income tax or real estate tax deductions and to value my
estate for estate tax purposes by any method permitted, and
without adjusting between income and principal for any
effect thereon.
(1) To employ accountants, agents, attorneys,
investment counsel, brokers, bank or trust company to
perform services for and at the expense of my estate for
which such services are performed and to carry or register
investments in the name of the nominee of such agent,
broker, bank or trust company. The expenses and charges
for such services shall be charged against principal or
income and my Executor is expressly relieved of any
liability or responsibility whatsoever for any act or failure
to act by, or for following the advice of, such accountants,
agents, attorneys, investment counsel, brokers, bank or trust
company, so long as my Executor exercises due care in their
selection. The fact that an Executor may be a member,
shareholder or employee of any accounting, investment,
legal or brokerage firm, agent or bank or trust company so
<{
CL
<i
.
o
.
.
ii
.
<
I
.
N
N
X
o
III
o
0:
"
"
"
.
"
<J)
"
z
rL
o
o
6
.
"
,
o
<J)
U
-'
-'
w
z
>=
<J)
z
<{
~
z
"
<{
I
<J)
.
"
~
"
"
o
~
-'
Page 4
"
m
N
ru
dJ
o
,
'"
"-
o
.
,
m
.
.
.
<
I
ui
ru
N
X
o
lD
o
0:
"
w
w
.
"
"'
w
z
rL
o
o
6
.
w
"
,
"'
U
.J
.J
W
Z
e:
"'
z
'"
.
Z
'"
'"
I
"'
.;
w
U
"
"
o
~
.J
employed shall not be deemed a conflict of interest. Any
compensation paid pursuant to this subparagraph shall not
affect in any manner the amount of or the right of my
Executor to receive commissions as a fiduciary.
(m) To disclaim any interest in property without court
approval.
SIXTH: Noncontestabil~
If any beneficiary or remainderman under this Will in
any manner, directly or indirectly, contests or attacks this
Will or any of its provisions, or objects to the accounts or
actions of my fiduciaries, without probable cause, such
beneficiary shall pay all costs, including but not limited to
attorney fees, arising in connection with such contest, attack
or objection incurred by my estate, or such fiduciary
personally. In the event that such beneficiary does not
prevail in such action, any share or interest in my estate
which would otherwise pass to such beneficiary or
remainderman under this Will shall be revoked and the
property consisting of such share shall be disposed of in the
manner provided herein as if that contesting beneficiary or
remainderman had predeceased me without surviving issue.
SEVENTH: Executor.
(a) I appoint PNC Bank, N.A. as Executor.
(b) Any corporate fiduciary serving hereunder shall
receive compensation for its service hereunder in
Page 5
"
m
N
N
"
o
,
<:
"-
6
"
o
.
.
"
"
<
I
m
N
N
x
o
<Il
ci
0:
"
w
w
"
"
"'
w
z
a:
o
o
ci
m
w
e
o
"'
U
~
~
W
Z
>=
"'
z
<:
~
z
'"
<:
I
"'
.
w
U
"
"
o
~
~
accordance with its schedule of fees in effect from time to
time during the period in which its services are performed.
(C) My Executor shall not be required to post security
in any jurisdiction.
I N WITNESS WHEREOF, I have set my hand and seal
to this, my Last Will and Testament, consisting of this and
the preceding -L pages, this ~day of tJ,.'j-~
1998.
~~~
Ka herine Clark Fisher )
Signed, sealed, published and declared by Katherine
Clark Fisher, the above-named Testatrix, as and for her Last
Will and Testament in the presence of us, who have
hereunto subscribed our names at her request as witnesses
thereto, in the presence of said Testatrix and of each other.
WITNESS: ADDRESS:
a~/Jl/1// A
~t1 tMJJ\>H-lL\,~
Page 6
,-,~
:,.1,=""
:3 \"
(
(<
d
N
""
-C
?:'.
~
co
v
w
0'>,
17!
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent; Katherine Fisher
Date of Death: April 14, 2002
Will No. 2002-00399
Admin No.
To the Register:
I certifY that notice of estate administration required by Rule 5.6(a) of the Orphan's
Courts Rules was served on or mailed to the following beneficiaries of the above-captioned
estate on April 30, 2002:
Name
Address
Joan Cresswell
Eric D. Rista
Ellen V. Rista
725 Fourth St., Lancaster, P A 17603
215 Van Brunt St., Brooklyn, NY 11231
2441 Larger Cross Rd., Bedminster, NJ 07921
Notice has now been given to all persons entitled thereto under Rille 5.6(a) except: NONE
IlUc~
Date: April 30, 2002
Signature
Timothy M. Anstine
100 Pine Street, Suite 510
Harrisburg, Pennsylvania 17101
717-221-1111 ;::Ie-,
COUNSEL FOR PERSONAL::' . .
REPRESENTATIVE
d
t'-J
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR
PROPERTY FROM THIS ESTATE OR OTHERWISE.
Whether you will receive any money or property will be determined wholly or partly by the decedent's
will. If the decedent died without a will, whether you will receive any money or property will be
determined by the intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA
In re Estate of KATHERINE FISHER, deceased
No. 2002-00399
To: JOAN CRESSWELL, 725 Fourth Street, Lancaster, PA 17603.
Please take notice of the death of decedent and the grant of letters to the personal
representative(s) named below.
The Decedent, Katherine Fisher, died on the day of April 14, 2002 at Cumberland County,
Pennsylvania.
The Decedent died testate (with a Will).
The personal representative of the Decedentis: PNC Bank, N.A (Linda Lundberg, Assistant Vice
President), 4242 Carlisle Pike, Camp Hill, PA 17011, Phone Number 717-730-2265.
If the Decedent died testate, the will has been filed with the Office of the Register of Wills of
Cumberland County, Cumberland County Courthouse, Courthouse Square, Carlisle, P A 17013, 717-697-
0371.
A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying
the charges for duplication.
Date: April 30, 2002
Signature
Name
Address
~J{YJc~
Telephone
Capacity:
Timothy M. Anstine
100 Pine S~~uite 510
Harrisburg, P'417101 8
717-221-1111
Counsel for Personal R~resentative
I
~
.'-
C:J
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR
PROPERTY FROM THIS ESTATE OR OTHERWISE.
Whether you will receive any money or property will be determined wholly or partly by the decedent's
will. If the decedent died without a will, whether you will receive any money or property will be
detennined by the intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA
In re Estate of KATHERINE FISHER, deceased
No. 2002-00399
To: ERIC D. RISTA, 215 Van Brunt St., Brooklyn, NY 11231.
Please take notice of the death of decedent and the grant of letters to the personal
representative(s) named below.
The Decedent, Katherine Fisher, died on the day of April 14, 2002 at Cumberland County,
Pennsylvania.
The Decedent died testate (with a Will).
. The personal representative of the Decedent is: PNC Bank, N.A (Linda Lundberg, Assistant Vice
President), 4242 Carlisle Pike, Camp Hill, PA 17011, Phone Number 717-730-2265.
If the Decedent died testate, the will has been filed with the Office of the Register of Wills of
Cumberland County, Cumberland County Courthouse, Courthouse Square, Carlisle, PA 17013, 717-697-
0371.
A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying
the charges for duplication.
:U4"l~)
"1
Signature
Name
Address
Date: April 30, 2002
8.: L. [-\ If!.! ZO.
Telephone
Capacity:
Timothy M. Anstine
100 Pine Street, Suite 510
Harrisburg, PA 17101
717-221-1111
Counsel for Personal Representative
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR
PROPERTY FROM THIS ESTATE OR OTHERWISE.
Whether you will receive any money or property will be determined wholly or partly by the decedent's
will. If the decedent died without a will, whether you will receive any money or property will be
determined by the intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA
In re Estate of KATHERINE FISHER, deceased
No. 2002-00399
To: ELLEN V. RISTA, 2441 Larger Cross Rd., Bedminster, NJ 07921
Please take notice of the death of decedent and the grant of letters to the personal
representative(s) named below.
The Decedent, Katherine Fisher, died on the day of April 14, 2002 at Cumberland County,
Pennsylvania.
The Decedent died testate (with a Will).
The personal representative of the Decedent is: PNC Bank, N.A (Linda Lundberg, Assistant Vice
President), 4242 Carlisle Pike, Camp Hill, PA 170 II, Phone Number 717-730-2265.
If the Decedent died testate, the will has been filed with the Office of the Register of Wills of
Cumberland County, Cumberland County Courthouse, Courthouse Square, Carlisle, PA 17013,717-697-
0371.
A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying
the charges for duplication.
-'.:\"H:'~.)
"~. ~"
Signature
Name
Address
T{JJA~
Date: April 30, 2002
0'1: ~'X
U'
~ _ ~\1\\ 70.
Telephone
Capacity:
Timothy M. Anstine
100 Pine Street, Suite 510
Harrisburg, P A 171 0 I
717-221-1111
Counsel for Personal Representative
'OZ Jj\_ _I:::) ., : \ 6
~
o PNCADVlSORS
PO Box 308
Camp Hill PA 17011
Tel: 717-730-2265
1...
July 5, 2002
Register of Wills
Cumberland County
South Hanover Street
Carlisle, PA 17013
Re: Katherine Fisher Estate
Date of Death 4/14/2002
File No #21-02-0399
Dear Register of Wills:
On behalf of the Corporate Executor of the above-referenced Estate, I enclose a check in
the amount of $35,625.00 for payment on account of Pennsylvania Inheritance Tax. This
payment will yield a 5% discount in the amount of $1 ,875.00 for a total credit towards the
Pennsylvania Inheritance Tax in the amount of $37,500.00.
Kindly acknowledge receipt of the enclosed by stamping and returning the accompanying
copy of this letter to me in the envelope provided.
Please send us the usual customary receipt at your earliest convenience.
Sincerely,
~ur~
Assistant Vice President
Enclosure:
LJUjmh
A member of The PNC Financial Services Group
4242 Carlisle Pike Camp Hill Pennsylvania 17011
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
PNC ADVISORS
CIO LINDA J lUNDBERG ASST VP
POBOX 308
CAMP Hill, PA 17011
+_nn__ fold
ESTATE INFORMATION: SSN: 195-07-5306
FILE NUMBER: 2102-0399
DECEDENT NAME: FISHER KATHERINE CLARK
DATE OF PAYMENT: 07/05/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 04/14/2002
NO. CD 001379
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $35,625.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$35,625.00
REMARKS: PNC ADVISORS
C/O LINDA J LINDBERG ASST VP
CHECK# 411859
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
PNC ADVISORS 1<:,YrHERTNE C' FI8l-IFR DeCEASFlI
I'DATE
t,RAN
COOE:
c2J-ad -S9r
~.~l'~'lrR' ('ll~ "11 I q A0j'.N"f
Ir,r.:.1..1..d!r:, . 1M, .<. .-,.". nU__
CUMBERLAND COUNTY COURT HOUSE
S HI\N(:l'JER aT
CARLISLE PA 17013
411859
('I) ^ "111")"""
'~bR'''':''l"ci,bi 1
L
REV-1500 EX + (6-00) OFFICIAL US E ONLY
COMMO~J'.':EALTH OF PENNSYLVANIA REV-1500 P?- 6'/?- t:,
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN -
DEPT. 280601 FilE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2002 0399
COUNTYCOOE YEAR NUMBER
DECEDENrS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
FISHER, KATHERINE 195-07-5306
DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT
04/14/2002 06/01/1911 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
3. Remainder Return
CHECK ~ ' ~'O''" "~m ~' ..-- 0 (date of death prior to 12-13-.82)
APPRO- 4. Umited Estate 4a FlJtl,lrs Interest Compromise [] 5. Federal Estate Tax Return Required
~ateof death aftar1Z-12-82)
PRIATE 6. Decedent Died Testate 7. 9C9dent Maintained a LivingTrust 8. Total Number of Safe Deposit Boxes
(AttacncopyofWil!) Attach acopyofTrust)
BLOCKS 9. Litigation Proceeds Received 10. ~pousal Poverty Credit {date of deatn betwlt&/l 011. ElltctiontotaxundarSec.9113(A)
12-31-91 and 1~1-95) (AttachSchO)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE & CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
COR- PNC BANK C/O LINDA J LUNDBERG PNC ADVISORS POBOX 308
RE- FIRM NAME (It Applicable)
SPON 4242 CARLISLE PIKE
DENT PNC ADVISORS CAMP HILL, PA 17011
TELEPHONE NUMBER
717-730-2265
0.00 OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2) 345,569.59'
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0,00
4. Mortgages & Notes Receivable (Schedule D) (4) 0.00
5. Cash, Bank Deposits & Miscellaneous Personal
Property (Schedule E) (5) 6,931.03
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested (6) 0.00
RECA-
PITULA- 7. Inter-Vivos Transfers & Miscellaneous
TION Non-Probate Property (Schedule G or L) (7) 101,555.86
B. Total Gross Assets (total Lines 1-7) (8) 454,056.4B
9. FuneraJ Expenses & Administrative Costs (Schedule H)(9) 28,739.45
10. Debts of Decedent. Mortgaglilliabilities, &. liens (Schedule 1)(10) 4.338.13
11. Total Deductions (total Lines 9 & 10) (11) 33,077,5B
12. Net Value of Estate (Une B minus Line 11) (12) 420,978,90
13. Charitable and Governmental Bequests/See 9113 Trusts tor which an election to tax (13) 0.00
has not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Une 13) (14) 420,978.90
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amountot lin914taxableatthe spousal tax
rat6, ortransters ljrl'derSec. 9116(a)(1.2) 0.00 X .00 (15) 0.00
0.00 -
TAX 16. Amountof Line 14 taxable at Iin9al rate X .045 (16) 0,00
-
COMPU- 17. Amount of line 14 taKable at sibling rat6 0.00 X ,12 (17) 0.00
TATION 18. Amount of line 14 taxable at collater;')1 rate 420,978.90 X ,15 (18) 63,146,84
19. Tax Due (19) 63,146.84
20. 0 I CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT I
'.
>> BE SURE TO ANSWER All QUESTIONS ON PAGE 2 AND RECHECK MATH<<
o PA15001
NTF 29755
Copyright 2000 Gr6atland/Nelco lP- Forllls Software Only
PA REV-1500 EX (6-00)
Decedent's Complete Address:
Page 2
STREET ADDRESS
100 MT ALLEN DRIVE
CITY I STATE I ZIP
MECHANICSBURG PA 17055
Tax Paymenls and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A.Spo usal Poverty Credit
B. Prior Payments
C. Discount
(1)
63,146.84
0.00
35,625.00
1,B75.00
Total Credits (A+ B + C)
(2)
37,500.00
3. Interest/Penalty jf applicable
D. Interest
E.Pen alty
0.00
0.00
Total Interest/Penalty (0 + E)
4. If 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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(3) 0.00
(4)
(5) 25,646.B4
(SA) 0.00
(5B) 25,646.B4
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred; .......................
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? . . . . . . .. . .. . . . . .. .. .. . . . .. . . ..
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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 true, correct and complete. Declaration of preparer other than the personal representative is based on information of
which preparer has any knowledge.
SIGNATURE F PERSON RESPO BLE FO lUNG RETURN
~\" ~'\ ~
~2 CARLISLE PIKE
Yes No
~ ~
B ~
El
o
ADDRESS PNC ADVISOR POBOX 30B
CAMP HILL, PA 17011
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
DATE
ADDRESS
For dates of death on or after July 1,1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S.. 91HI(a)(1.1)(I)J.
For dates of death on or aftar January 1, 1995, the tax rate is imposed on the net value of transfers to or for the use of the surviving Spouse is 0% [72 P.S. S 9116 (a){1. l)(ii)}.
The statute d.o.e.!lnot,Uernltla transfer to a survivin9 spouse from tax, and the statutory requirements for disclosurD of assets and filing a tax return arD stillapplicable eVon if
the surviving spouse is the only beneficiary.
Fordatesofdeath on or aftar 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"10 [72 P.S.S9116(aX1.2)].
The tax rate imposed on the net value of transfers to orfor the use of the decedent's lineal beneficiaries is 4.5"10, except as noted in 72.P.S.!ii 9116{1.2) {72 P.S.S91 16(aX1l].
The tax ratlJ imposed on the net value of transfers to odor thlJ use of the decedent's siblings is 12% (72 P.S. S 9116(aXl.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.
o PA15002
NTF 29756
Copyright 2000 Greatland/Nelco LP - Forms Software Only
REV-1503 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FISHER, KATHERINE
SCHEDULE 8
STOCKS & BONDS
FILE NUMBER
21-2002-0399
All property Jointly-owned wtth right of survivorship must be disclosed on Schedule F.
ITEM
. NO.
DESCRIPTION
VALUE AT DATE
OF DEATH
35,385.97
1. 1,169.784 SHS BERGER OMNI
INVTFO TR SML ~ VAL INV @ 30.25
2 839.866 SHS BERGER INVT
PORTFOLIO TR MID CAP VALUE @ 17.72
3 3,994.007 SHS BLACKROCK FOS
INTER BD INSTL @ 9.43
14,882.43
37,663.49
INCOME TO 4/14/02
4 12,521.656 SHS BLACKROCK FOS
MANAGED INSTL @ 10.41
75.79
130,350.44
INCOME TO 4/14/02
5 6,136.63 SHS BLACKROCK FOS
INTER GOVT INST @ 10.33
265.66
63,391. 39
INCOME TO 4/14/02
6 939.361 SHS BLACKROCK FOS
MICP VL EQ INS @
13.79
7 740.741 SHS ING MAYFLOWER TR
INTL VALUE Q @ 13.28
8 722.543 SHS TIP FOS TURNER
SMCP VL @ 21. 42
9 10,526.72 SHS BLACKROCK
MONEY MARKE T
120.01
12,953.79
9,837.04
15,476.87
10,526.72
INCOME TO 4/14/02
10 4155.125 ALLIANCE GROWTH CL A
13.95
14,626.04
TOTAL (Also enter on tine 2, Recapitulation) $
(If more space IS needed, Insert additional sheets of the same size)
345,569.59
o PA15031
NTF33300
COPYrlghtZOOO Gra",tland/Nelco lP- Forms Sottwar.. Only
REV-1508 EX + ('-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
FISHER, KATHERINE 21-2002-0399
Include proceeds of lif'igation & date proceeds were received by the est.te. All prop. jointly-owned with right of survivorship must be disclosed on 8ch. F.
ITEM VALUE AT
NO. DESCRIPTION DATE OF DEATH
,. CHANGE FOUND IN JEWELRY BOX 0.38
2 PROCEEDS OF CLOSING PNC CiA 5140020428 200.15
BAL AS OF 0/0/0 $200.13 PLUS ACCRUED INT
$.02
3 UNITED STATES TREASURY REFUND FEDERAL 6,350.00
INCOME TAX Y/E 12/31/01
4 GROSS PROCEEDS ON SALE OF PERSONAL 380.50
PROPERTY
o PA15081
NTF 33305
TOTAL (Also enter on line 5, Reca~itulation) $
(If more space is needed. insert additional sheets of the same size)
Copyright 2000 Greatland/NlIlco LP - Forms Software Only
6,931. 03
REV-1510 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FISHER, KATHERINE
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-2002-0399
This schedule must be completed and filed if the anS"Ner to any of questions 1 through 4 on the reverse side of the REV-1500 COVEA SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
RELATIONSHIP TO DECD & DATE OF TRANSFER.
NO. ATTACH COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE)
1. FOR INFORMATION ONLY 0.00 100.00 0.00 0.00
KATHERINE FISHER CREATED A REVO
CABLE TRUST UNDER AGREEMENT WIT
H PNC BANK, N.A., TRUSTEE DATED
6/18/98. AT HER DEATH THE TRU
ST TERMINATED WITH THE ASSETS P
AYABLE TO HER ESTATE. THE ASSE
TS HELD IN THE TRUST AS OF HER
DATE OF DEATH ARE REPORTED ON S
CHEOULE B. (COPY OF DEED ATTAC
HEO)
2 GLENBROOK LIFE AND ANNUITY CO 30,476.44 100.00 0.00 30,476.44
3 SUNAMERICA LIFE INS CO ANNUITY 71,079.42 100.00 0.00 71,079.42
CONTRACT #A6340504030
TOTAL (Also enter on line 7, Recapitulation) $ 101,555.86
(If more space IS needed, Insert additional sh.eets of the same size)
o PA 15101 NTF 33307 Copyright 2000 Greatland/Nelco LP - Forms Software Only
REV-1511EX . (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FISHER, KATHERINE
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-2002-0399
Debts 01 decedent must be reported on Schedule I.
ITEM
NO. DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
,. PARTHEMORE FUNERAL HOME INC 9,531.00
B. ADMINISTRATIVE COSTS:
,. Personal Representative's Commissions 16,030.00
Name of Personal Representative(s) See Schedule attached
Social Security Number(s)/EIN No. of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2, Attomey Fees Name: Timothy M Anstine, Esquire 2,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
.. Probate Fees 0.00
5. Accountant's Fees 0.00
6. Tax Retum Preparer's Fees 0.00
7. SHAGIN & ANSTINE LLC REIMB FOR PROBATE COSTS 350.95
ADVANCED & MISC COST
9 INFORMATION NETWORK ASSOCIATES TO ESTABLISH CURRENT AD 150.00
DRESS INFORMATION ON ERIC & ELLEN RISTA PER INV 38930R
10 STATE REGISTRAR FEE FOR TWO DEATH CERTIFICATES FOR 6.00
VIRGINIA B RISTA
11 ROSE MARIE' S ANTIQUES APPRAISAL OF RED STONE RING 20.00
12 AUCTIONEERS COMMISSION FROM PERSONAL PROPERTY SALE 120.50
13 REGISTER OF WILLS-FEE FOR FILING INVENTORY PA INHERITA 31.00
NCE TAX RETURN
TOTAL (Also enter on tine 9, Recapitulation) $ 28,739.45
o PA15111
NTF 3~08
(If more space is needed, insert additional sheets of the same size)
Copyright 2000 Greatlatld/Nelco LP - Forms Software O"ly
Page 2
Estate of: FISHER, KATHERINE 21-2002-0399
Schedule H, Part B -- Personal representatives' Commissions
Item
No.
Description
Amount
1
Name: PNC BANK C/O LINDA J LUNDBERG
16,030.00
Social security number:
Street address: PNC ADVISORS POBOX 30B
4242 CARLISLE PIKE
City, State and Zip: CAMP HILL, PA 17011
Year(s) commissions paid:
TOTAL. (Carry forward to main schedule) . . .
16,030.00
REV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
FISHER, KATHERINE
Include unreimbursed medical expenses.
ITEM
NO.
FILE NUMBER
21-2002-0399
1.
DESCRIPTION
PA DEPT OF REVENUE QERLY INDIVIDUAL
STATE ESTIMATED TAX
2 MOBILE X-RAY IMAGING INC
PROFESSIONAL SVCS RENDERED ON
2/23/02 A/C RP10305
3 SENIOR EYE CARE PROFESSIONAL SVCS
RENDERED ON 3/15/02 PER INV 5056
4 SHEPHERDSTOWN FAMILY PRACTICE
PROFESSIONAL SVCS RENDERED ON
1/13/01, 2/10/01 & 3/9/01
5 PHARMERICA MONTHLY PRESCRIPTIONS A/C
5711-01-00080
6 WILDEMAN & OBROCK CPA FEE FOR
PREPARATION OF 2001 PERSONAL TAX
RETURNS
7 PNC BANK TRUSTEE'S COMPENSATION
8 SHERPHERDSTOWN FAMILY SERVICES
RENDERED ON 4/4/02 ACCT FISHKE-02
9 VERIZON UTILITY SERVICE - FINAL BILL
A/C 717791925701516Y
10 MESSIAH VILLAGE NURSING HOME CARE
RESIDENT 59910
AMOUNT
210.00
16.32
18.75
64.02
4.86
350.00
249.28
5.82
8.28
3,410.80
o PA15121 NTF33309
TOTAL (Also enter on Une 10, Recapitulation) S
(If more space is needed, insert additional sheets of the same size)
Copyright 2000 GreatlandlNelc:o LP - Forms Software Only
4,338.13
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
FISHER, KATHERINE
21-2002-0399
RELATIONSHIP TO OECEDENT AMOUNT OR SHARE
Do Not Usl Trustee(s) OF ESTATE
NUM8ER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
1 TAXABLE DISTRIBUTIONS [lnclude outright spousal distributions, and
transfers under Sec. 9116 (a) (1.2)1
1. iRISTA, ELLEN V
2441 LARGER CROSS RD
GLADSTONE, NJ 07934
NIECE 210,489.45
2 RISTA, ERIC D
POBOX 6
SPRINGERVILLE, PA
NEPHEW
210,489.45
ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 18 AS APPROPRIATE. ON REV-15CO COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
,.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
,.
o PA15131
TOTAL OF PART II -- ENTER TOTAL NON-TAXA8LE DISTRIBS. ON LINE 13 OF REV-l500 COVER SHEET $
(If more space IS needed, Insert additIonal sheets of the same size)
0.00
NTF 33293
Copyright 2000 Greatland/Neleo LP- FormsSoftware Only
r
~
N
N
..
o
...
<
a.
.;
.
,
.
.
;;
.
<
I
~
N
N
x
o
'"
o
.:
,:
w
w
.
"
Ul
w
z
Ii:
o
o
o
Ul
.
"
5
Ul
U
...
...
w
z
;::
Ul
Z
<
..
z
i5
<
I
Ul
,;
.
u
;:
.
o
.
<
...
LAST WILL AND TESTAMENT
OF
KATHERINE CLARK FISHER
I, Katherine Clark Fisher, a resident of New
Cumberland, Cumberland County, Pennsylvania, declare
this to be my Will and revoke all prior Wills and Codicils.
EIRST:
(a) I direct the payment of my legally enforceable
debts and the expenses of my last illness and funeral from
my estate as soon after my death as may be convenient,
without regard to any statutory limitations thereon.
(b) All death taxes (and interest and penalties
thereon) imposed as a result of my death upon the property
passing under my Will, or proceeds of insurance on my life,
shall be paid out of the principal of my residuary estate,
each share thereof, whether outright or in trust, to bear a pro
rata portion of such taxes.
SEC{llifr
~.
I give all of my United States Savings Bonds which I
own at my death to my cousin, Joan Cresswell, of
Lancaster, Pennsylvania, if she survives me, and if Joan
Page 1
...)>1'
..
,
'"
N
N
..
0
"
<
a.
.;
.
,
.
.
" ,
.
<
I
iii
N
~
x
0
'"
0
.:
~
w
.
.
"
IS!
w
z
Ii:
0
Q
6
'"
.
"
5
IS!
U
-'
-'
w
Z
;::
IS!
Z
<
..
z
i5
<
I
IS!
,;
.
u
;:
.
0
l
-'
Cresswell does not survive me, I give said United States
Savings Bonds to her issue then living per stirpes.
IHIRD Residue.
I give all of the rest and residue of my estate, in equal
shares, to my niece, Ellen Rista, of New Jersey, and my
nephew, Eric Rista, of New York, if they survive me. If
only one of Ellen Rista and Eric Rista survives me, I give
all of the rest and residue of my estate to the one of them
who survives me. If neither Ellen Rista nor Eric Rista
survives me, I give all of the rest and residue of my estate to
my cousin, Joan Cresswell, of Lancaster, Pennsylvania, if
she survives me, and if Joan Cresswell does not survive me,
then to her issue then living per stirpes.
FOUR Tft
Spendthrift Provision.
Until distributed, no gift or beneficial interest shall be
subject to anticipation or to voluntary or involuntary
alienation.
ElEIH;. Administrative Powers.
My Executor shall have the following powers, in
addition to those conferred by law, until all property is
distributed, to be exercised in its own discretion:
(a) To retain any real or personal property in the
Page 2
,y.-
?
.
w
w
.
.
In
w
z
0:
o
o
6
~
w
.
5
In
~
.J
'"
Z
;::
In
Z
<
..
z
i5
<
J:
In
.;
w
U
;;:
.
o
l
-'
form in which it is received.
(b) To sell at public or private sales for cash and/or
credit, to exchange, and to lease for any period of time, any
real or personal property and to give options for such sales,
exchanges, or leases.
(c) To purchase all forms of property, including but
not limited to stocks, bonds, notes and other securities,
common trust funds, life insurance policies and real estate,
or any variety of real or personal property, without being
confined to so-called legal investments and without regard
for the principle of diversification.
(d) To purchase securities at a premium or discount
and to charge such premium or credit such discount to
principal or income.
(e) To exercise any option arising from the
ownership of any investment; to join in any recapitalization,
merger, reorganization, liquidation, dissolution,
consolidation or voting trust plan affecting any investment;
to delegate powers with respect thereto; to deposit securities
under agreements and pay assessments; to subscribe for
stock and bond privileges; and generally to exercise all
rights of security holders.
(f) To hold property unregistered or in the name of a
nommee.
(g) To mortgage, divide, alter, repair and improve
real property and generally to exercise all rights of real
estate ownership.
(h) To distribute in cash, in kind, or partly in each,
and to cause any share to be composed of cash, property, or
~
N
N
~
o
"
<
Q.
.;
.
,
.
.
"
.
.
J:
iii
N
N
X
o
m
o
0:
Page 3
/'
m
N
N
m
~
~
<
II.
.;
.
,
.
. --
;;
.
<
J:
wi
N
~
.
0
m
6
0:
.:
w
w
.
.
'"
w
z
0:
0
~
6
m
.
~
,
'"
U
.J
.J
"'
Z
>::
'"
z
<
..
z
a
<
J:
'"
,;
w
~
.
.
0
.
<
.J
undivided fractional shares in property different in kind
from any other share.
(i) To compromise claims by or against my estate
including but not limited to tax issues and disputes, without
order of court or consent of any party in interest and
without regard for the effect of such compromise on any
interest hereunder.
G) To borrow money and to pledge any real or
personal property as security for the repayment thereof.
(k) To apply expenses of my estate permitted as
income tax or real estate tax deductions and to value my
estate for estate tax purposes by any method permitted, and
without adjusting between income and principal for any
effect thereon.
(1) To employ accountants, agents, attorneys,
investment counsel, brokers, bank or trust company to
perform services for and at the expense of my estate for
which such services are performed and to carry or register
investments in the name of the nominee of such agent,
broker, bank or trust company. The expenses and charges
for such services shall be charged against principal or
income and my Executor is expressly relieved of any
liability or responsibility whatsoever for any act or failure
to act by, or for following the advice of, such accountants,
agents, attorneys, investment counsel, brokers, bank or trust
company, so long as my Executor exercises due care in their
selection. The fact that an Executor may be a member,
shareholder or employee of any accounting, investment,
legal or brokerage firm, agent or bank or trust company so
Page 4
:...;:.:/....~
F
~
N
N
"
~
~
<
a.
.;
.
,
.
. :
ii
.
<
l:
ui
N
~
.
0
fD
ci
a:
,:
.
w
.
.
'"
.
z
0:
0
~
0
~
.
.
5
'"
U
-'
-'
w
z
;:
'"
z
<
..
z
~
l:
'"
,;
.
u
;;:
.
0
~
....
employed shall not be deemed a conflict of interest. Any
compensation paid pursuant to this subparagraph shall not
affect in any manner the amount of or the right of my
Executor to receive commissions as a fIduciary.
(m) To disclaim any interest in property without court
approval.
SlXIH;.
If any benefIciary or remainderman under this Will in
any manner, directly or indirectly, contests or attacks this
Will or any of its provisions, or objects to the accounts or
actions of my fIduciaries, without probable cause, such
benefIciary shall pay all costs, including but not limited to
attorney fees, arising in connection with such contest, attack
or objection incurred by my estate, or such fIduciary
personally. In the event that such benefIciary does not
prevail in such action, any share or interest in my estate
which would otherwise pass to such benefIciary or
remainderman under this Will shall be revoked and the
property consisting of such share shall be disposed of in the
manner prQvided herein as if that contesting benefIciary or
remainderman had predeceased me without surviving issue.
SEYENIll;. Exe.c.utoL
(a) I appoint PNC Bank, N.A. as Executor.
(b) Any corporate fIduciary serving hereunder shall
receive compensation for its service hereunder in
Page 5
" -.
i.
j.Y .
. .~,'
~-
Ul
N
N
"
o
...
<
..
.;
.
,
.
.
;;
.
.
:I:
ui
N
..
.
o
III
o
a:
,:
.
.
.
"
'"
.
z
Ii:
o
o
o
Ul
.
"
5
'"
U
-'
-'
...
z
;::
'"
z
<
~
z
<5
<
:I:
'"
,;
.
u
;;:
.
o
~
....
accordance with its schedule of fees in effect from time to
time during the period in which its services are performed.
(C) My Executor shall not be required to post security
in any jurisdiction.
I N WITNESS WHEREOF, I have set my hand and seal
to this, my Last Will and Testament, consisting of this and
the preceding L pages, this J s:day of ~
1998.
. ~
Ka herine Clark Fisher
Signed, sealed, published and declared by Katherine
Clark Fisher, the above-named Testatrix, as and for her Last
Will and Testament in the presence of us, who have
hereunto subscribed our names at her request as witnesses
thereto, in the presence of said Testatrix and of each other.
WITNESS: ADDRESS:
a~~/yA//
~m tMvWH-tL\,~
Page 6
..'-'&""" ...............w..
. Date at Death:
Valuation Cate:
Proc...1nq Cate:
04/14/2002
04/14/2002
04/17/2002
Shu..
or Par
Security
Deecript10n
tiqh/Aok
Low/tiel
1)
4155.125 ALLIANCE GRCWTB , INCK (0185971041
CLA
llASIll\Q
04/12/2002
3.52000 Biel
2)
1169.784 BERGEa CHlI INV': m tIl (083902106)
SHL ell VN. nw
llASIll\Q
04/12/2002
30.25000 Biel
3)
839.866 BERGEa INV': PORTFOLIO tIl (084045608)
MID CAP VALlIE
llASIll\Q
04/12/2002
17.72000 Biel
4)
3994.007 8LACKROCKmS (0919283411
DI'1'ER BD INSTI.
llASIll\Q
04/12/2002
9.43000 8iel
5)
6136.63 8LACKROCK ms (0919285641
DI'1'ER GVT DIU
llASIll\Q
04/12/2002
10.33000 Biel
6) 12521.656 8LACKROCK IDS (091928&0&)
Ml\IlAGED DlSTI.
llASIll\Q
04/12/2002
10.41000 Biel
7)
939.3&1 8LACKROC< IDS (0919288121
MIcP VL EQ DlS
llASIll\Q
04/12/2002
13.79000 Biel
81
740.741 DIQ IlI'tJ'LOIIn tIl (U980n8&)
DITL YllWJ: CI
llASIll\Q
04/12/2002
13.28000 Biel
9)
722.543 TIP IDS (872521300)
TllIlIlD SICP VL
llASIll\Q
04/12/2002
21.42000 tiel
10) 10526.720 1lLIiCEIIOCK!IJlEl( MllIlm
1.00
Total Value:
Total Accrual:
Total:
345,094.18
475.41
345,569.59
I.tat. ot: D.DERIHI I'ISBER
bpart oryp.: OaUl o~ _th
-., o~ _U..: 9
Fila ID: 3111&0&
...... oMlor DiY ami Int _ty
AdjU8t:lleta .Accrua1. value
3.520000
30.250000
17 . 720000
9.430000
10.330000
10.410000
13.790000
13.280000
21.420000
14,&2&.04
35,385.97
14,882.43
75.79
37,663.49
120.01
&3,391.39
265.66
130,350.44
12,953.79
9,837.04
13.95
15,47&.87
10,526.72
345,094.18
475.41
'fhi. nport wu produced wi.th a.tateVal, a product ot Zeute Valuat10u , Pri.ci.Dg ayet.a, Inc. If' you have qu8atione,
'. pi.... contact zyp ay.tau at (818) 313-6300. (RaYi.ion &.4.0)
SunAmerica Financial
1 SunAmerica Center
Century City
Los Angeles CA 90067.6022
310.772.6000
Mailing Address
PO. Box 54299
Los Angeles CA 90054-0299
J,
SUDAmerica
Financial
August 26, 2002
Eric D. Rista
POBox 6
Springerville, AZ 85938
Re:
SW1America Life Insurance Company
Contract Number: A634050403D
Deceased:' Katherine C. Fisher.
PN~EACEIVED
DVISORS
SEP 1 0 2002
Dear Mr. Rista:
Per the request of Linda Lundberg, A VP-PNC Bank, who represents PNC Bank which is the Estate
administrator, we are forwarding to you the date of death value on the above referenced contract. Weare
unable to send this information directly to her without the consent of the beneficiaries (Ellen Rista and
yourself). Ms Lundberg has been informed accordingly. For reference purposes, Ms. Lundberg's
telephone number at PNC Bank is (717) 730-2265.
Date:
Value:
April 14, 2002
$ 71 ,079.42
A separate letter explaining your claim settlement options for this policy has been sent to you and Ms. Rista.
If you have any questions, please don't hesitate to call our Sunline service representatives at 888-333-2349,
available Monday through Friday, from 5:00 AM to 5:00 PM Pacific Standard Time. We appreciate this
opportunity to serve you.
Sincerely,
..
andez
epresentative
. ca Life Insurance Company
SunAmerica LiCe Insurance Company . Anchor National Life insurance Company
First SunAmerica LiCe Insurance Company . Administrator Cor The Central National Life Insurance Company of Omaha
Administrator for John Alden Lite Insurance Company
/
I
I
Glenbrook Life and Annuity Company
P.O. Box 94212
Palatine, lL 60094-4212
GLENBROOK LIFE
A Member of Allstate Fintlncial Group
May 23, 2002
The Estate of Katherine Fisher
P.O. Box 308, Carlisle Pike
Camp Hill, PA, 17001-0308
RECEIVED
PNCADVISORS
JUN 0 3 2002
Re:
Contract Number:
Claim Number:
Katherine Fisher
GA111288
GA17146
Dear The Estate of Katherine Fisher,
We, at Glenbrook Life and Annuity Company, are sorry to hear of your loss and extend our sympathy.
Pursuant to your request, we forwarded your death benefit funds to PNC Bank.
This payment was computed as follows:
Annuity Value as of 5/23/2002
Portion Payable to You:
Federal Withholding:
State Withholding:
Claim Interest:
Total Net Proceeds:
$30,616.98
$30,616.98
$0.00
$0.00
$0.00
$30,616.98
This annuity is subject to federal income taxes (on non-qualified annuities, only the interest earned is taxable.)
A 1099 tax statement reflecting $10,351.20 as your taxable income will be sent next January to assist you in
preparing your tax return for 2002.
The annuity value on the date of death, 04/14/02 was $30,476.44. This may be necessary for estate purposes.
If you have any questions or need further assistance, please contact me at 1-8n -499-6418.
Sincerely.
~~I~~
Valarie Melton
Life and Annuity Claims
Enciosures
Overnight Address: 300 North Milwaukee Avenue, Vemon Hills, IL 60061
Toll Free Fax: 1-866-635-4523
A F amity Tradition Of Caring
PARTHEMORE Funeral Home & Cremation Services, Inc.
April 17, 2002 RECEIVED
Mrs. Joan C. Creswell PNC ADVISORS
724 Fourth Street
Lancaster, PA 17603- APR 1 7 2002
[303 Bridge Street
P.O. Box 431
New Cumberland. P A 17070
(717) 774-7721
(Fax) 774-5546
www.parthemore.com
Gilbert W. Parthemore.
Founder
Gilbert J. Parthemore.
Supervisor
Stephen K. Parthemore.
CFSP
Bruce R. Parthemore.
Pre-Need Coordinator. CPC
Professional Memberships:
NFDA . PFDA
DC FDA . CCFDA
G~
rill- Rille rfJU KIIOIl',
TI". People YOII rrl/:\"
~.
-h-,--'::"'::';:";=
~lQ.~.~.." n:r
. .... ~ ..J,.....;,,,
The Funeral Service for Miss Katherine Fisher
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 IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE
EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL
ARRANGEMENTS.
Faclllty,Staff, and Equipment
Traditio..uScnnce . . . . . . . . . . .
FUNERAL HOME SERVICE CHARGES
SELECTED MERCHANDISE:
Solid Maple Casket . .
12 Go. Gal. Steel Vault. . . .
Gown & UndergannenlS. . . .
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THAT YOU HAVE SELECTED
Casb Advances
Certified Copies of Death Certificate .
Clergy Honorarium
Flowers. . .
Grave Openin& .
Hairdresser. . .
TOTAL CASH ADVANCES AND SPECIAL CHARGES.
$4565.00
$4565.00
$2695.00
$989.00
$129.50
$8378.56
$20.00
$100.00
$127.50
$870.00
$35.00
51152.50
Total
Total Cost. . . . . . . . .
TOTAL AMOUNT DUE .
$9531.00
59531.00,.../
The statement is net and payable in full on or before May 15,2002.
The unpaid balance over 0 days is subjected to a 1.25 % scnnce charge per month. 15.0000 % per annum.
-
.",,,,,
'....'
Miss Katherine Fisher
Page 1
0PNCBAN<
ESTATE OF KATHERINE CLARK FISHER DECEASED
(DIED 04/14/02)
LATE DF THE TOWNSHIP OF UPPER ALLEN
CUMBERLAND COUNTY PA
WILL ND 21-02-0399
INVENTORY
COMMONWEALTH OF PENNSVLVANIA
SS
COUNTY OF CUMBERLAND
LINDA J LUNDBERG ASSISTANT VICE PRESIDENT OF PNC BANK. NATIDNAL ASSOCIATION,
THE EXECUTOR OF THE ESTATE DF KATHERINE CLARK FISHER
DECEASED HAVING BEEN DULV AFFIRMED ACCORDING TO LAW DID DEPOSE AND SAY
THAT THE ITEMS APPEARING IN THE FOLLOWING INVENTORV ARE PERSONAL ASSETS
WHEREVER SITUATE AND REAL ESTATE IF ANV IN THE COMMONWEALTH OF PENNSYLVANIA
OF SAID DECEDENT THAT THE VALUATION PLACED OPPOSITE EACH ITEM DF SAID
INVENTORV REPRESENTS ITS FAIR VALUE AS OF THE DATE OF THE DECEDENT'S DEATH AND
THAT THE DECEDENT OWNED NO REAL ESTATE OUTSIDE THE COMMONWEALTH OF
PENNSYLVANIA EXCEPT THAT WHICH APPEARS IN A MEMORANDUM AT THE END OF THIS
INVENTORV
THIS
?' ;#--
.
20M
~~
(j-'"
OTAR1AL SEAL
DENISE C, S NBERGEf' Notary P
Ha/llP<l&o Twp.. Cumbe..a "
~ CQmmlssiCll Expires Nov. 22,
- I -
TA!1N01I1Q/021
PNC ADVISORS
KATHERINE C FISHER
MISCELLANEOUS
JEWELRV
PNC BANK, NATIONAL ASSOCIATION
TRUSTEE UNDER THE AGREEMENT DF
TRUST DF KATHERINE CLARK FISHER
DATED 06/18/98
ASSETS HELD AS DF 04/14/02
(DATE OF DEATH>
FUNDS
4,155.125 UTS ALLIANCE GROWTH & INCOME FUND
INC CL A
Gl 3.5200
1,169.784 UTS BERGER FDS SMALL CAP VALUE FD INV
CL FD
iI 30.2500
839.866 UTS BERGER MID CAP VALUE FUND
iI 17 . 7200
3,994.007 UTS BLACKROCK FUNDS INTER BOND
PORTFOLIO FUND 90
INSTITUTIONAL CLASS
iI 9.4300
INCOME TO 4/14/02
6,136.630 UTS BLACKROCK FUNDS INTER GDVERNMENT
PORTFOLIO FUND 80
INSTITUTIONAL CLASS
iI 10.3300
INCOME TO 4/14/02
12,521.656 UTS BLACKROCK FUNDS MANAGED INCOME
PORTFOLIO FUND 13
INSTITUTIONAL CLASS
iI 10.4100
INCOME TO 4/14/02
939.361 UTS BLACKROCK FUNDS MID CAP VALUE
EQUITV PORTFOLIO FUND 35
INSTITUTIONAL CLASS
iI 13.7900
740.741 UTS ING PILGRIM INTERNATION VALUE
FUND CLASS Q FD 1865
iI 13.2800
722.543 UTS TURNER SMALL CAP VALUE FUND
iI 21. 4200
~
PRINCIPAL CASH
INCOME TO 4/14/02
- 2 -
0PNCBAN<
770893
50.00
14,626.04
35,385.97
14,882.43
37,663.49
75.79
63,391.39
120.01
130,350.44
265.66
12.953.79
9,837.04
15,476.87
10,526.72
13.95
345,569.59
T1'ISN021101021
KATHERINE C FISHER
PNC ADVISORS
CASH
CHANGE FOUND IN JEWELRY BOX
INTERNAL REVENUE SERVICE
REFUND 2001 INDIVIDUAL INCOME TAX
PNC BANK, NATIONAL ASSOCIATION
CHECKING ACCOUNT 15140020428
DATE OF DEATH BALANCE 200.13
INTEREST TO 04/14/02 .02
GLENBRODK LIFE & ANNUITY
CONTRACT IGA111288
PROCEEDS DF DEATH BENEFIT
PROCEEDS ON SALE OF PERSONAL
PROPERTY
TOTAL INVENTORY
- 3 -
o PNCBAN<
770893
.38
6,350.00
200.15
30,476.44
380.50
383,027.06
------------
------------
TRSN021101021
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT,280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ANSTINE TIMOTHY M
2109 MARKET ST
CAMP Hill, PA 17011
---- fOld
ESTATE INFORMATION: SSN: 195-07-5306
FILE NUMBER: 2102-0399
DECEDENT NAME: FISHER KATHERINE CLARK
DATE OF PAYMENT: 01/09/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 04/14/2002
NO. CD 002028
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $25,646.84
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: TIMOTHY M ANSTINE ESQUIRE
CHECK# 420851
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$25,646.84
DONNA M. OTTO
DEPUTY REGISTER OF WillS
I '?--SP--6
'v
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
LINDA J LUNDBERG
PNC BANK
PO BOX 308
CAMP HILL
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-03-2003
FISHER
04-14-2002
21 02-0399
CUMBERLAND
101
*'
REY-I!i47EXAFPI0l-05l
KATHERINE C
Allount Rellitted
PA non
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ...
RE-y=m-j-ix-AFi.--roFii3Y-Norici--oF-YNHiifiTANCE-YAX-A-ppiiXiiiiMiN;"~--ALi.-OWAifcE-ifR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FISHER KATHERINE C FILE NO. 21 02-0399 ACN 101 DATE 03-03-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class 8 rate (18)
19. Principal Tax Due
.00 X 00 = .00
.00 X 045 = .00
.00 X 12 = .00
420,978.90 X 15 = 63,146.84
(19)= 63,146.84
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
ll)
(2)
(3)
(4)
(5)
(6)
(7)
.00
345.569.59
.00
.00
6.931.03
.00
101.555.86
(B)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non~elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
1l0)
28,739.45
4.338.13
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account I
subllit the upper portion
of this forll with your
tax paYllent.
454,056.48
33.077 ~8
420,978.90
.00
420,978.90
Tay CREDTT":
.<~<""' l+' AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-05-2002 CDOO1379 1,875.00 35,625.00
01-09-2003 CD002028 .00 25,646.84
TOTAL TAX CREDIT 63,146.84
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
LAW 0 FFICES
G
,t?
SHAGIN 0. ANSTINE LLC
300 NORTH SECOND STREET, 8TH FLOOR
P.O. Box 1225
HARRISBURG, PENNSYLVANIA 17108-1225
www.shaginanstine.com
TIMOTHY M. ANSTINE
tanstine@shaginanstine.com
(717) 221-1111
FAX (717) 221-1110
July 16,2003
;.J ;',
:.: U'
:J
roo;
ci
""
],
Cumberland County Register of Wills
1 Courthouse Square
Carlisle, PA 17013
L-
ee
r-'
-.l
Re: Estate of Katherine C. Fisher, Deceased
No. 21-02-0399
K
t'J
Dear Clerk:
Please find enclosed two copies of the First and Final Account of PNC Bank, National
Association Executor and Proposed Schedule of Distribution regarding the Estate of Katherine C.
Fisher. Please return the confirmed account to us in the self-addressed pre-paid envelope.
We have included a check for $143 for the filing fee, If you have any questions or
concerns, please do not hesitate to contact us (717) 221-1111 or via facsimile at (717) 221-1110.
Thank you.
Sincerely,
SHAGIN & ANSTINE LLC
TClU~*-
Timothy Anstine
Enclosures
I'
-i
0
I
)>
;U
n-n ;U (J)
E; n c "' I
m
::: 0 :3 c )>
C/O <= cr ;u Cl
";:;.,, "
~ :T::L :u Z ~
"00 pO :u r
>-iii ::l ~ 0 l?1 )>
P.. z " -
-"n z ar )> ,
"CIOO "' 0 0
0.0 <= -< x Z ." c::::,
- <= ::l ~ fij (J) ." ~
'-'<>o_ n
@'< z N ::! ~
:;t1 >= ()J z "'
,
" fTI W
'IS, "
C/O 0 r -S:t
- r
" (I) -Sl
"1 ()
0 fij
..., N
~ ()J
uo
- -- '''T
I
;
,
J.
~
1
'I
!
,
t
I
~
I
I
;l'
",
"
~
"
0'
};,
U
:",
:':':,1
"
~,
~
)
I
^
""".-',L
-:-"'___~"-c-__
-----~
r -"r
~.:.:-<~-^"~:~.
...
...
o PNCBAN<
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PA
ORPHANS' COURT DIVISION
NO.
ESTATE OF KATHERINE CLARK FISHER DECEASED
LATE OF THE TOWNSHIP OF UPPER ALLEN
FIRST AND FINAL ACCOUNT OF PNC BANK, NATIONAL ASSOCIATION
EXECUTOR
AND PROPOSED SCHEDULE OF DISTRIBUTION
DATE OF DEATH APRIL 14 2002 WILL NO. 21-02-0399
LETTERS GRANTED APRIL 19 2002
FIRST COMPLETE ADVERTISEMENT OF
GRANT OF LETTERS MAY 10 2002
ACCOUNTING APRIL 19 2002 TO JUNE 18 2003
PURPOSE OF ACCOUNT: THE EXECUTOR OFFERS THIS ACCOUNT TO ACQUAINT
INTERESTED PARTIES WITH THE TRANSACTIONS THAT HAVE OCCURRED DURING
ITS ADMINISTRATION OF THE ESTATE.
IT IS IMPORTANT THAT THE ACCOUNT BE CAREFULLY EXAMINED. REQUESTS
FOR ADDITIONAL INFORMATION OR QUESTIONS OR OBJECTIONS CAN BE
DISCUSSED WITH:
PNC BANK, NATIONAL ASSOCIATION
C/O LINDA J LUNDBERG
ASSISTANT VICE PRESIDENT
POBOX 308
CAMP HILL PA 17001-0308
TELEPHONE (717) 730-2265
TIMOTHY M ANSTINE ESQUIRE
SHAGIN & ANSTINE LLC
300 N SECOND STREET 8TH FL
POBOX 1225
HARRISBURG PA 17108-1225
TELEPHONE (717) 221-1111
- 1 -
TRSNOIUOI021
,.
KATHERINE C FISHER
PRINCIPAL
RECEIPTS
NET GAIN/LOSS ON CONVERSIONS
ADJUSTED BALANCE
LESS DISBURSEMENTS
DEBTS OF DECEDENT
FUNERAL EXPENSES
ADMINISTRATIVE EXPENSES
FEDERAL AND STATE TAXES
FEES AND COMMISSIONS
FAMILY EXEMPTION
TOTAL PRINCIPAL DISBURSEMENTS
BALANCE BEFORE DISTRIBUTIONS
DISTRIBUTIONS TO BENEFICIARIES
PRINCIPAL BALANCE ON HAND
INVESTMENTS MADE
CHANGES IN INVESTMENT HOLDINGS
INCOME
RECEIPTS
LESS DISBURSEMENTS
BALANCE BEFORE DISTRIBUTIONS
DISTRIBUTIONS TO BENEFICIARIES
INCOME BALANCE ON HAND
COMBINED BALANCES REMAINING
o PNCBAN<
770893
SUMMARY AND INDEX
~
3 -
3
385,095.06
4 -
5
566.48
385,661.54
6 - 6
6 - 6
6 - 7
7 - 7
7 - 8
6 - 8
4,338.13-
9,531. 00-
1, 265.02-
61,271.84-
18,530.00-
.00
94,935.99-
290,725.55
9 - 9
50.00-
10 - 10
290,675.55
11 - 12
4,879.63
13 - 13
677.94-
4,201.69
.00
14 - 14
4,201.69
294,877 .24
- 2 -
TRSN01001021
.
KATHERINE C FISHER
4/28/03
PNC ADVISORS
RECEIPTS OF PRINCIPAL
INVENTORY FILED ON 1/09/03
PER COPY ATTACHED
ASSETS NOT INVENTORIED
INTERNAL REVENUE SERVICE
REFUND 2002 INDIVIDUAL INCOME TAX
TOTAL PRINCIPAL RECEIPTS
- 3 -
0PNCBAN<
770893
383,027.06
2,068.00
385,095.06
------------
------------
TRSNO<!(lOI021
PNC ADVISORS
KATHERINE C FISHER
4/24/02
4/24/02
4/24/02
4/24/02
4/24/02
4/24/02
4/24/02
4/24/02
o PNCBAN<
770893
GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS
2Al!!
4,155.125 UTS ALLIANCE GROWTH & INCOME FUND
INC COMMON
PROCEEDS: 14,542.94
ACQUISITION VALUE: 14.626.04
1,169.784 UTS BERGER FDS SMALL CAP VALUE FD INV
CL FD #120
PROCEEDS: 35,058.43
ACQUISITION VALUE: 35.385.97
839.866 UTS BERGER MID CAP VALUE FUND
PROCEEDS: 14,899.22
ACQUISITION VALUE: 14.882.43
3,994.007 UTS BLACKROCK FUNDS INTER BOND
PORTFOLIO FUND 90
INSTITUTIONAL CLASS
PROCEEDS: 37,783.31
ACQUISITION VALUE: 37.663.49
6,136.630 UTS BLACKROCK FUNDS INTER GOVERNMENT
PORTFOLIO FUND 80
INSTITUTIONAL CLASS
PROCEEDS: 63,636.85
ACQUISITION VALUE: 63.391.39
12,521.656 UTS BLACKROCK FUNDS MANAGED INCOME
PORTFDLIO FUND 13
INSTITUTIONAL CLASS
PROCEEDS: 130,976.52
ACQUISITION VALUE: 130.350.44
939.361 UTS BLACKROCK FUNDS MID CAP VALUE
EQUITY PORTFOLIO FUND 35
INSTITUTIONAL CLASS
PROCEEDS: 12,925.61
ACQUISITION VALUE: 12.953.79
740.741 UTS ING PILGRIM INTERNATION VALUE
FUND CLASS Q FD 1865
PROCEEDS:
ACQUISITION VALUE:
10,014.82
9.837.04
- 4 -
LOSS
83.10-
327.54-
16.79
119.82
245.46
626.08
28.18-
177.78
TRSN02{101021
PNC ADVISORS
o PNCBAN<
KATHERINE C FISHER
GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS
!2Al.M
4/24/02
722.543 UTS TURNER SMALL CAP VALUE FUND
PROCEEDS:
ACQUISITION VALUE:
15,296.24
15.476.87
TOTAL GAINS AND LOSSES
LESS LOSS
NET GAIN
1,185.93
a19.4:!-
66.48
==========
- 5 -
770893
LOSS
180.63-
619.45-
TRSN02110!02l
KATHERINE C FISHER
4/19/02
4/24/02
4/25/02
4/30/02
5/01/02
5/09/02
5/14/02
5/16/02
6/13/02
6/18/02
4/30/02
4/24/02
4/30/02
PNC ADVISORS
DISBURSEMENTS OF PRINCIPAL
DEBTS OF DECEDENT
PENNA DEPARTMENT OF REVENUE
QUARTERLY 2001 ESTIMATED INDIVIDUAL
INCOME TAX
PNC BANK, NATIONAL ASSOCIATION
PRINCIPAL COMPENSATION TO DATE OF
DEATH FOR TRUST ACCOUNT
SHEPHERDSTOWN FAMILY PRACTICE
PROFESSIONAL SERVICES
MOBIL X-RAY IMAGING INC
PROFESSIONAL SERVICES
SENIOR EYE CARE
PROFESSIONAL SERVICES
MESSIAH VILLAGE
NURSING HOME CARE
PHARMERICA
PRESCRIPTIONS
VERIZON
PHONE SERVICE
WILDEMAN & OBROCK
FEE RE PREPARATION OF 2001
INDIVIDUAL TAX RETURNS
SHEPHERDSTOWN FAMILY
SERVICES
TOTAL DEBTS OF DECEDENT
FUNERAL EXPENSES
PARTHEMORE FUNERAL HOME INC
FUNERAL SERVICES
TOTAL FUNERAL EXPENSES
ADMINISTRATIVE EXPENSES
SHAGIN & ANSTINE LLC
REIMBURSEMENT FOR LEGAL ADVERTISING
IN PATRIOT NEWS
INFORMATION NETWORK ASSOCIATES
TO ESTABLISH CURRENT ADDRESS
INFORMATIDN ON ERIC & ELLEN RISTA
- 6 -
o PNCBAN<
770893
210.00-
249.28-
64.02-
16.32-
18.75-
3,410.80-
4.86-
8.28-
350.00-
5.82-
4,338.13-
9,531. 00-
9,531. 00-
211.57-
150.00-
HI5N02t\OI02)
KATHERINE C FISHER
5/07/02
5/21102
5/30/02
6/18/02
7/09/02
12131102
6/18/03
7/03/02
12131102
6/18/03
6/18/03
PNC ADVISORS
DISBURSEMENTS OF PRINCIPAL
STATE REGISTRAR
DEATH CERTIFICATES FOR
VIRGINIA B RISTA
SHAGIN & ANSTINE LLC
REIMBURSEMENT FOR
PROBATE COSTS
MISCELLANEOUS COSTS
346.00
4.95
ROSE MARIES ANTIQUES
APPRAISAL OF RED STONE RING
SHAGIN & ANSTINE LLC
REIMBURSEMENT FOR LEGAL ADVERTISING
AUCTIONEERS COMMISSION
RE SALE OF PERSONAL PROPERTY
REGISTER OF WILLS
FILING FEE RE
PENNA INHERITANCE TAX RETURN 15.00
INVENTORY 16.00
RESERVE FOR FILING FEES
TOTAL ADMINISTRATIVE EXPENSES
FEDERAL AND STATE TAXES
REGISTER OF WILLS
PENNA INHERITANCE TAX
ON ACCOUNT 37,500.00
LESS 5% DISCOUNT 1,875.00
REGISTER OF WILLS
BALANCE PENNA INHERITANCE TAX
TOTAL FEDERAL AND STATE TAXES
FEES AND COMMISSIONS
PNC BANK, NATIONAL ASSOCIATION
EXECUTORS COMPENSATION
SHAGIN & ANSTINE LLC
COUNSEL FEE
ON ACCOUNT
4/24/02
5/21102
BALANCE
59.43
630.00
1,810.57
- 7 -
o PNCBAN<
770893
6.00-
350.95-
20.00-
75.00-
120.50-
31.00-
300.00-
1,265.02-
35,625.00-
25,646.84-
61,271.84-
16,030.00-
2,500.00-
TPoSHOZHO!\}'l)
KATHERINE C FISHER
PNC ADVISORS
DISBURSEMENTS OF PRINCIPAL
TOTAL FEES AND COMMISSIONS
TOTAL PRINCIPAL DISBURSEMENTS
- 8 -
o PNCBAN<
770893
18,530.00-
94,935.99-
------------
------------
TRSN0'211U/{l2)
KATHERINE C FISHER
PNC ADVISORS
0PNCBAN<
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
ELLEN RISTA
9/04/02
JEWELRY
50.00-
TOTAL PRINCIPAL DISTRIBUTIONS
- 9 -
770893
50.00-
50.00-
----------
----------
T~StHl'l\lQIQ21
KATHERINE C FISHER
PNC ADVISORS
PRINCIPAL BALANCE ON HAND
INVESTED CASH
TOTAL PRINCIPAL
- 10 -
o PNCBAN<
VALUE
6/18/03
290,675.55
290,675.55
770893
ACQUISITION
JlA!.!1.E
290,675.55
290,675.55
------------ ------------
------------ ------------
"lI\SHO'lllQIO'l1
KATHERINE C FISHER
5/30/02
6/03/02
PNC ADVISORS
RECEIPTS OF INCOME
INTEREST
PNC 8ANK, NATIONAL ASSOCIAITON
CHECKING ACCOUNT 15140020428
CLOSING INTEREST
GLENNBROOK LIFE & ANNUITY
CONTRACT ACCOUNT IGA111288
CLOSING INTEREST
OTHER INCOME
BLACK ROCK FUNDS INTER BOND
PORTFOLIO FUNO 90
INSTITUTIONAL CLASS
5/01102
5/01102
16.30
43.31
BLACKROCK FUNDS INTER GOVERNMENT
PORTFOLIO FUND 80
INSTITUTIONAL CLASS
5/01/02 25.28
5/01/02 68.57
BLACK ROCK FUNDS MANAGED INCOME
PORTFOLIO FUND 13
INSTITUTIONAL CLASS
5/01/02 58.35
5/01102 151.81
BLACKROCK US TREASURY MM
INSTITUTIONAL CLASS FD 102
5/01/02
6/03/02
6/03/02
7/01102
7/01/02
8/01102
8/01102
9/03/02
9/03/02
10/01/02
10/01102
11/01/02
11101102
12102102
12/02/02
1102103
1102/03
2103/03
2103/03
3/03/03
3/03/03
4/01103
4/01/03
5/02103
5/02103
70.80
.57
458.13
1.19
465.46
1. 75
416.60
2.22
407.68
2.55
390.71
3.00
388.68
2.67
305.70
2.74
283.99
2.79
246.51
2.61
216.12
3.02
236.28
3.03
223.79
- 11 -
o PNCBAN<
770893
.16
140.54
59.61
93.85
210.16
TI\5H021101(2)
PNC ADVISORS
KATHERINE C FISHER
RECEIPTS OF INCOME
CONTINUED: BlACKROCK US TREASURY MM
6/02103
6/02103
BlACKROCK MONEY MARKET
INSTITUTIONAL CLASS FO 101
6/04/02
TOTAL INCOME
3.29
233.40
.03
- 12 -
o PNCBAN<
770893
4,375.28
.03
4,879.63
============
TI\SNI>2\10/02)
KATHERINE C FISHER
6/18/03
PNC ADVISORS
DISBURSEMENTS OF INCOME
PNC BANK, NATIONAL ASSOCIATION
RESERVE FOR TAXES
PNC BANK NATIONAL ASSOCIATION
INCOME COMPENSATION
5/10/02
6/1 0/02
7/1 0/02
8/09/02
9/10/02
10/10/02
11/08/02
12/10/02
1/10/03
2/10/03
3/10/03
4/1 0/03
5/09/03
6/1 0/03
TOTAL INCOME DISBURSEMENTS
- 13 -
10.24-
35.96-
28.00-
25. 10-
24.59-
23.60-
23.50-
1B.50-
17.20-
14.96-
13.12-
14.36-
13.61-
14.20-
o PNCBAN<
770893
401.00-
276.94-
677.94-
----------
----------
TRSll102flOl021
KATHERINE C FISHER
PNC ADVISORS
BALANCE OF INCOME ON HAND
INVESTED CASH
TOTAL INCOME
- 14 -
o PNCBAN<
VALUE
6/18/03
4,201.69
4,201.69
770893
ACQUISITION
VALUE
4,201.69
4,201.69
============ ============
TRSN021l0/021
PNC ADVISORS
o PNCBAN<
770893
ESTATE OF KATHERINE CLARK FISHER DECEASED
(DIED 04/14/02>
PNC BANK, NATIONAL ASSOCIATION
B~~
cr--
EXECUTOR
TRSN02(HIIOZ)
- 15 -
PNC ADVISORS
o PNCBAN<
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS
LINDA J LUNDBERG BEING DULY
AFFIRMED ACCORDING TO LAW DEPOSES AND SAYS THAT SHE IS AN
ASSISTANT VICE PRESIDENT OF PNC BANK, NATIONAL ASSOCIATION,
THE ACCOUNTANT NAMED IN THE FOREGOING ACCOUNT AND THAT THE SAID
ACCOUNT IS JUST AND TRUE TO THE BEST OF HER KNOWLEDGE AND
BELIEF AND THE GRANT OF LETTERS AND THE FIRST COMPLETE
ADVERTISEMENT THEREOF OCCURRED MORE THAN FOUR MONTHS BEFORE
FILING OF THE ACCOUNT AND THE DECEDENT WAS NOT ADJUDICATED
INCOMPETENT
D AND SUBSCRIBED TO
'""=::::.., ~~-
ERTIFY THAT I AM
A ECTOR OR OFFICER
PNC BANK, NATIONAL ASSOCIATION
t DE. NISE
~a
My
,....-"""
I
.(.
~,* "
~-
----
TI\S>>02110102l
- 16 -
PROPOSED SCHEDULE OF DISTRIBUTION
KATHERINE C. FISHER ESTATE
Balance Remaining per First and Final Account
The Executor proposes to distribute the balance according
to decedent's Last Will and Testament in the following manner:
In Satisfaction ofItem THIRD: Residue
To: Ellen Rista - 1/2 residue
Cash $147,463.62
Less Jewelry 50.00
To: Eric Rista - 1/2 residue
Cash
Total
$294,877.24
$ 147,413.62
$ 147,463.62
$ 294.877.24
o j~ i
!~. -
:"...) ihiJ It ~
C-l
~td' hi I
r--
..J ~lltlll~"
~2
c., hH!d!!1
~.::J
'0
---''"-....
f151~i 'fl ,1
iJ~S 12~f~
~(/)hf ~I ~
0J
'-' '0 0 '0
'" 0 ;:: 0 0-
'-' " '" '" 0J " m
(\J
0 0 '" "" '" ~
'r! rl " '" a-, U
,,>> " u " 0 a-, a-, ..J III
"'"" or! o rl "" '-' (Y) ~ '" ..J 0
'" " :0- '" '0 ,,'" " 0 0 " "-
rl;:\ or! " '" " " " I rl or! ILl 0
,,"0 0 .r! fIl <<0," '" 0J or! "" Z m ~
<1\
U '" '" or! '" rl 0 .. " w 1= (\J z
" "" '" '" rl",,'" ;:\ I ~ (Y) " <) (\J <
(/) - > I ~ ~
0'0 .. '" '" "'''' '0" '" 0 '" ~ z ~
"- x >-
S " ;:\ "" '" ;::z" '" 0 0J 0 0 <( 0 <1\ N~
S'" 0 '" 0 OM 0 ""M bO 0J '" z "-
Orl U '" ru . or! "'"" " :E ;, Kl ' z ~E
" o w
U '" "'"" CJJ;:\ 0 OM -' lL~ "- X
'" '-' '" '0 ;:: '" .0 Z "" cD >> z ~.t
'-'.0 " 0 <V :;::: m...-t '0 or! " ~ '" 0
0 ~
OS " .c '" P1 '" '"'" rl " "" 0
" '" '" fIl 0 ,,"" rl 0 <V 0 <( m
""U .c "" 0'" ""U" 0" 0'" " " S I ~
'" ~ '" ru "Z fIl ~or! :>< " " or! (f) ~
" '" ,p '"""'" 00 '" ..., ,.., ~
<
0 0 " 'M '" I
U '" ru "" 0
""
ii!~tlr
i~lSf)!ia
151 !jiS~
{J,8'l5 I
~i,tllh.
tilt. Wi
I!t~lilli
'l~"i:
. !!c- ~
~'''.i'U'''' ~~-~
~'_ .e; -., '.J ~. ~
~) '0' -u .'
.... c. .S:;~_
~~[i~
!::l o. ,
~'1 -0." J....J
I':' .c
1'....
r~-z: C \""j-
Il'" -i.g .J
0l\:,~~~:J
(,j14~';:-"'\
. I; ;:;~-/"~
.:.::>'ji,j ~ 'i) v'7
r-v::'"1 ~ 0-_
\. '.:'>\,..;" ,-,0
.10" I
f'.....-.\I $'ic .
~"l~,n
.
-
~
~
LAW OFfll:FS
SHAGIN 0. ANSTINE LLC
P,O. Box 1225
HARRISBURG, PENNSYLVANIA 17108-1225
C/
(717) 221-1111
FAX (717) 221-11 10
cI
IN RE ESTATE OF
KATHERINE C. FISHER,
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
DECEASED
ORPHANS COURT DIVISION
NO. 21-02-0399
CERTIFICATION OF NOTICE
Pursuant to Pa. O. C. Ruie 5.5 and Cumberland County O. C. Rule 6.3.1, the undersigned,
attorney for the accountant, hereby certifies that written notice of the date, time and place of
presentation of the account for audit and proposed statement of distribution has been given at
least 20 days prior to the date fixed for the presentation to every unpaid claimant who has given
written notice of a claim to the accountant and to every other person known to the accountant to
have or to claim an interest in the estate as beneficiary, creditor, heir or next of kin, by certified
mail addressed as follows:
JOAN CRESSWELL, 725 Fourth Street, Lancaster, PA 17603
ELLEN V. RISTA, 2441 Larger Cross Rd., Gladstone, NJ 07934
ERIC D. RISTA, P. O. Box 6, Springerville. AZ 85938
Date:
'1 [L~ Z CO">
~.~~
Timothy M. Anstine
Shagin & Anstine LLC
300 North Second Street, 8th Floor
Harrisburg, P A 17101
717.221-1111
Attorney for Accountant
~
..;:;:--
-.
fV'\
('oJ
-'
:::l
--:\
p
. "r=
l~
,,-
-'~
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE,' IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
C/
:':.o~/
Name of Decedent:
Date of Death:
Estate No.:
lfattFri... c. Fisher
ApriJ. 14, 2002
2H12-()J99
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect
to completion of the administration of the above-captioned estate:
I. State whether administration of the estate is complete:
Yes x No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. I is yes, state the following:
A. Did the personal representative file a final account with the court?
Yes x No .
B. The separate Orphans' Court No. (if any) for the personal representative's
account is: (Not Applicable in Dauphin County)
C. Did the personal representative state an account informally to the parties in
interest? Yes No
D. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached
to this report.
(cia..)
Date: 9/8/2003
B
Signal1A1lst. Vicc Pros. & Trust Officer
LiIda J. h....-.'Y
Name (Please type or print)
..,
c:-
PIC Bank, ro _ 308, CaIp HIll PA 17001-6306
Address
(MAH:nntlAM3)
Telephone No.
Capacity:
x
Personal Representative
RoW. . 5&
Counsel for Personal Representative