The URL can be used to link to this page

Home My WebLink About02-0116 PETITION FOR GRANT OF LETTERS Estate of Margaret L Steinmeier No..l..1 ' 02. - U to also known as nla , Dece;lsed Social Security No. 164-30-3640 Donald L Steinmeier and Robert D. Steinmeier Petitioner(s), who is/are 18 years of age or older, apply)ies) for; (COMPLETE "A" OR "B" BELOW:) o A. Probate and Grant of Letters and aver that Petitioner(s) islare the execul ars Decedent, dated 10/19/98 and codicil(s) dated named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, ete Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: o B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search haslhave ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland residence at 364 Ma Ie Lane, Carlisle, P A 17013 Decedent, then 84 'st street, number and municipa ) years of age, died January 17, ,2002, at Mi ~Iesex Township, Cumberland County, PA (location) sylvania, with hlslh r st family or principal /If" Decedent at death owned property with estimated values as follows: (if domiciled in PA All personal property. (if not domiciled in PA Personal property in Pennsylvania (if not domiciled in PA Personal property in County.. . Value of real estate in Pennsylvania ... Total..... 125,000.00 $ $ $ $ $ 125,000.00 Real Estate situated as follows: Wherefore, Petitioner(s) respectfUlly request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and residence Donald L. Steinmeier, 11 N. Fairville, Hb ., PA 17112 Robert D. Steinmeier, 1396 Buick Ave., Hb ., PA 17109 II-~q -2 maIled to attorney on L-I-UL DATE FILED:""IIUL ~ ~ • Oath of Personal Representative Commonwealth of Pennsylvania COUnty Of Cumberland The Petitioner(s) above-named swear(s) and 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 that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to I ~ .~_ Sworn to and affirrned a~~d subscribed before me this 31st _ __ day of ~~b,, ~ January, 2002 "v" v~~ ~ ~ - `~ ;~ ~~ DECREE OF REGISTER Estate of Margaret L. Steinmeier Deceased No. ~ ~ - n ~ - ~ 1.L also known as n!a Social Security No: 164-30-3640 Date of Death: 1/17/02 AND NOW, FEBRUARY 1ST 2002 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary ^ of Administration ((c.t.a., d.b.n.c.t.; pender~te life; durante absentia; durante minoriate) are hereby granted to Donald L. Steinmeier and Robert D. Steinmeier in the above estate and that the instrument(s), if any, dated 1 0 -1 9 - 1 9 ~ S described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. FEES Letters .................................... $ 2 3 5. 0 0 Short Certificates(s) ..5........... $ i ~ n n Renunciation .......................... $ Extra Pages ( 6 } ............... $ 1 8 . 0 0 ....................................~~.P...... $ ~ 11.n I.T.R ....................................... $ X Inventory ................................ $ Other ...................................... $ TOTAL .............................$ ~ a ~ _ n n mailed to attorney on 2-i-02 Signature Attorney: Robert D. Kodak, Esquire I.D. No: 18041 Address: P.O. Box 11848 Harrisburg PA 17108 Telephone: 717-238-7151 DATE FILED: 1/31/02 Hl0'i.80'i RFV 9!i\(, T;lis is to certify that the informatiQn here given is correctly copied from,an original certificate of death du)y filed with me as (oeal Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this cerrificate, $2.00 No. 111\11,~~(,\r5rpi,i----~ ,,'~~~'4'n", II' ~ , VA"'- lit.' .~, tl!l;!/. .' \~l ~Qj ..~, ,_::: ~c...1I~, ,",il" /J:;.,.l \* .' .. .'., ,~!*~ '<2 '. "/~" \.~ . .-(.~l' ":.. -f~,.. ~~\.'rll' ":....~~..~,~..-.MENl \\\ /1'1111)\ """"",,,,1111/ ~'AA~ ~Jl'1-Ari Local Registrar I P 8010588 JaM""!;1 "j~ dtJ6;( / Date :riu'} d G Sh'.H)/d j?( J"'/r/ /j /7/7 f; < / /" H)(I~ 144 A~", 1/91 COMMONWEALTH OF PENNSYlVANIA' DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH (Coroner) rVPEd'fllNr " PERMANENT IRACKINK ... " < < UNDEA101lY Hou.. MOl""" DATEOF8IRrH (MOJ'lt., D., """1 BIRTtlPLACE(Cityand SloleOJH"e'Il"C""n",1 NAMfOFDECEOENTIF.ol,Middl"lllSlJ Margaret L Steinmeier '" 1". Female OATEOFDEArHIMOO'O Do,Ve",i a. January 17. 2002 R'_nc.~ g~""D CITY. WASOECEDENTfVEfllN U,S,ARMfOI'ORCES1 Ve.D No[M'" MAFI'fAl.SWUS.tqttied Nev8fMar'Ifd,Wl<bw,ed, Di""oedISpoc.,.> u. vv'IO(;W~> ,. '7$Yeo.,<Ieo1Hlof'l)_..t,{\"\b.~~SA."i:1<--- RACf-Ame<ican'lIIlian,Sia.I<,Wnoto.otc \Sl><>",>ly} 10 wh~i\L SUflVIVINGSPOUSE (U"''''',\lI,O'''''''''L"''''''''"l Middlesex 364 Maple Lane , 11..St.l. Po-..... Aon"",.tr,,,,,,sIO,"O w -- ~.. l1b.C<>ufll Cl.A.""Ci~.R.\O\('I1> lownollip? 11...o=~~:::ol M07>>ElrSN,oJ,IE IFi'""Middle. MoideoSUtt...rnel 111. V"'f',(\!t.Y S"T.c..f"tlfns- tNFOAMANT"S MAiLiNG A RfS8 (SI,..... C,tyITOWf), Slote, Z'p Coo.l t, N. a.",1I:... ,Elb (luJL I l:-t(l"~R"~-n,""'" L.O.CE DtS ION.N_olCe....l.'l'.C..molOr; LOC N. orOlhe,ptltoo <.,roo'o _'''0 -E;r\fv\.t:,'\Lr<:.. [] (>1)-.. \'1\\'( Il~now~, 51010, 1'1> do e ORPliRSON ACTING AS SUCH ~ , Tothobe'tolmvkoo~,<luU\~.IN>_,dlrt..ndplac")'l~ Is,gnatu,...,~ri'''1 L ,R,,\h~< Gn:.tn IY\lrv...;IS f'k. NAMfNlOADOIlESSQfFAClLrfV j'\IlIl\ 2c.$~.1 'fv\oN.l.u 3\. LICENSE NUMBfR C~,Jh Q \.r.1I \ (~r' v..l'\J....(l h...,u, ""I-Ill. ("L.... l".o,.,l~ ~,,__ ~ - v\ OArfSIGNED (M<<>tI, [J." i"o~'J \'ll.>i\ 0>..... ,~. mole OF DE......H , Occlusive Coronary Artery Disease ouelOIOAASACONSEOllU~CEOF) j"PP"",'m... ,lIlIOrvlOlbo1wo.n i""OOI......deeth i 2~ ~ Wl\SCJ\SEREFEAREDlOMf~ALE:XA...tNERlCOROt-IEFI1 ""'Il1o\ NoD PAATN OI"er'QIlilio.no<:o"~i""""co<\t'~"'\IW\\l,1>d\ fIOIr'OUIIi<IlI'nlll.u~rty'"..o."..gI.e"",PARrl prx. o.qEPAONOUNCEDDeAO~M""ltt,De~, Yea<) "< 2. M 25. 21. PAII7 I; Eno..lhediM.....I"I"'~.'" compIlc.hon'whloll"""...drned..,", Oonol.n1errll''''o<loordyjn~, ."oh u Cl1dillO"'r"p~.tory.tt..I, """"''''t>eon raNur. L..,ont'o""c."..""....c~Ii"" January 17, 2002 Hypertension DUElO{ORASACONSEOUENCEOF) DUElOIOAASACONSEQUENCEOFJ. -.[] N.,u,.t """,iclo"t ~ D [] D,!;,"tEOF\IolJU\'\'f IMontll,Oay, "".rl , , llMEOfIHJURV INJURYATWQAk? DESCRtBE HOW INJURY OCCURRED . WEREAUIDPSYFtNOINGS ~Effi\CRlO CO/olPLeTIONOf'CAUSI!' OFDEATtl1 H",,"ciclo [] [] [] :~OlEo~:'~~~;,;ihom..ler"'.el'"t,IOotory.gfflc, ,~ - " MANNeROFD.EATH -.R -[] ~kwe~1tm f, 2'" 2"'. CEIIT.~tt:A(C"""konlyone) 'ctATlf1l'IMOPIW\UCli.M(~)~g"""""old"'Ul"""n/llloU'''~J!W6'Oi''''h"",''"''''r'''odd6atha''dcoml~.'odl"""2JI To Ihe_ ol...~IIno""'. deelh-....._IOIheOMl88l.lend"""""".....Ied..........................,...... ~~ " C>uldnolbe<lolermin&d "MEDICAL VlAMlMERICOROHEA OltIh.bulaof'._lnllllotl.ndJorln\rutltlUCln,k\...,~,u.lhOC""""'Iith.l\ffl..,,".,.nclplace,'nddu.lOlh.ceuM(.,..... ........,..ateled......"..............,....,.,...,............,.....,.,.........,...........,..,...,.....,.."..,. '" F\.EGIS, AfI'S8lGNRUAENlDNUMBEA l;U1 ~, \,ri\ SlIlNJ(JU o lb. LICENSE NUMBEA ORESlGNED{M<.<t\\,Ul>/,""'"l o Ic. S d. January 17.2002 NAME AND ADOAESS OF PERSON WHO COMPLETED CAUSE 01' DEATH 1~.m21)Typell<P'lnl Michael 1.. Norris. Coroner ~ 6375 Basehore Road, Suite #1 "'l'2. Mechanicsburg, Pa.. 17050 I1ATEFllEO(lotOl1ltt,Oay._l Coroner ~ z ~ ~ ~ o . , < z .PIlONOUNCJIfQNlO~TII'YJN(IPttY.IClAH{Phy__"'O(lOUrltir1Q.deattl..nd'""'~"'''''''''''''~t.) TI>..._..I""'oInInolIeclge,_DlCICCWIed..IIIe_......,.....pIao.,.....d...Ul....ceueej.l.nclm................... ~ J ;)... 21-02-116 LAST WILL AND TESTAMENT OF MARGARET STEINMEIER I, MARGARET STEINMEIER, of the Borough of Carlisle, the COlmty of Cumberland, and the Commonwealth of Pennsylvania, being of sound and disposing mind, hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all prior Wills and other testamentary writings at any time heretofore made by me. I. I direct my Co-Executors or successor Executor, hereinafter named, to pay all of my just debts, funeral and testamentary expenses as soon as conveniently can be done after my demise. II. I give, devise and bequeath my entire estate of whatsoever kind and wheresoever situate, share and share alike, absolutely and forever, unto my beloved children: (A) DONALD L. STEINMEIER, per stirpes, of West Hanover Township, Dauphin County, Pennsylvania; (B) ROBERT D. STEINMEIER, per stirpes, of Lower Paxton Township, Dauphin County, Pennsylvania; (C) CAROLYN L. KERLIN, per stirpes, of Selinsgrove, Snyder County, Pennsylvania; (D) GAYLE A. MEGONNEL, per stirpes, of Lower Paxton Township, Dauphin County, Pennsylvania; (E) PEGGY J. BERRY, per stirpes, of Halifax, Dauphin County, Pennsylvania; (F) THOMAS E. STEINMEIER, per stirpes, of Lower Paxton Township, Dauphin County, Pennsylvania; F:\USER\BONNIEJO\WILLS\WORK\STEINMEI\MARGARET.WIL,130Ct98 1 (G) JAMES S. STEINMEIER, per stirpes, of Dillsburg, York County, Pennsylvania; (H) KATHRYN J. LIVINGSTON, per stirpes, of the City of Harrisburg, Dauphin County, Pennsylvania; (I) WAYNE D. STEINMEIER, per stirpes, of Lewisberry, York County, Pennsylvania; and (J) The share of ALAN P. STEINMEIER, of the Borough of Carlisle, Cumberland County, Pennsylvania, to ROBERT D. STEINMEIER, of Lower Paxton Township, Dauphin County, Pennsylvania, IN TRUST. (i) In the event ROBERT D. STEINMEIER is for any reason unable or unwilling to serve as Trustee for any Trust created under Paragraph III (J) herein, I nominate, constitute and appoint DONALD L. STEINMEIER of West Hanover Township, Dauphin County, Pennsylvania, as successor Trustee of the property of ALAN P. STEINMEIER. III. It is my express intent and desire that my beloved son, RICHARD C. STEINMEIER, not share in the distribution of my estate; he having received his portion and share prior to my decease. IV. The Trustee hereinabove named shall: (A) Hold, manage, invest and reinvest the trust fund for the benefit of the said ALAN P. STEINMEIER (hereinafter referred to as "the beneficiary"), and shall collect the rents, interest, dividends and other income therefrom and after deduction of all proper charges and expenses shall, from time-to-time or at any time, payor apply to or for the use of the beneficiary all or so much of the net income therefrom and principal thereof, including, F:\USER\BONNIEJO\WILLS\WORK\STEINMEI\MARGARET.WIL:130ct98 2 but uot by way of limitation payments or applications for the support, maintenance and education of the beneficiary the Trustee, in his sole discretion shaD deem necessary or advisable; such payments or applications may be made by the Trustee directly or by paying such income or principal to a guardian of the person with whom the beneficiary may reside at the time of such payment, in every case without requiring any bond, and the receipt of such guardian of the person with whom the beneficiary may reside shaD constitute a fuU and complete discharge to the Trustee for any payment so made by him; and the Trustee shaD accumulate the surplus net income not so applied and the resulting income from such accumulations by investments. (B) In the event that the beneficiary shall die, upon such death the principal of the trust fund as then constituted and any accumulated income shaD be transferred, paid over and delivered by the Trustee to the executor or administrator of the beneficiary to become and be disposed of as a part of his estate. (C) The Trustee shaD have, with respect to both principal and income of the trust fund and any additions thereto, the foDowing powers, authorities and discretion without limitation by their specificatious and until the actual distribution thereof: 1. To retain any such property without regard to the proportion such property or similar property held may bear to the entire amount held, and whether or not the same is of the class in which fiduciaries are authorized by law or auy rule of court to invest funds; 2. To seD any such property upon such terms and conditions as may be deemed proper at either public or private sale, either on credit for such F;\USER\BONNIEJO\WILLS\WORK\STEINMEI\MARGARET.WIL:130ct98 3 period of time as may be deemed proper or for cash, and with or without security and the purchaser of such property shall have no obligation to see to the use or application of the proceeds of sale; to exchange, lease, sublease, mortgage, pledge or otherwise encumber any such property upon such terms and conditions as may be deemed advisable; to grant options for any of the foregoing and to make any lease, or sublease, including any oil, gas or mineral lease, for such period of time and to include therein any covenants or options for renewal as may be deemed proper without regard to the duration of any trust and without approval of any court; 3. To invest and reinvest in and to acquire by exchange property of any character, foreign or domestic, or interests or participations therein, including by way of illustration but not of limitations, real property, mortgages, bonds, notes, debentures, certificates of deposit, capital, common and preferred stocks and shares or interests in investment trnsts, mutual funds or common trust funds, without regard to the proportion any such property or similar property held may bear to the entire amount held and whether or not the same is of the class in which fiduciaries are authorized by law or any rule of court to invest funds; 4. To hold any personal property in any state; to register and hold any property of any kind, whether real or personal, at any time held hereunder in the name of a nominee or nominees; and to take and keep any stocks, bonds or other securities unregistered or in such condition as to pass by delivery; F:\USER\BONNIEJO\WILLS\WORK\STEINMEI\MARGARET.WIL:130ct98 4 5. To employ in the exercise of absolute discretion investment counsel, accountants, depositories, custodians, brokers, attorneys and agents, irrespective of whether any person so employed shall be a fidnciary hereunder or a firm or corporation in which a fiduciary hereunder shall have an interest and to pay them the usual compensation for tbeir services ont of the principal or income of the property held hereunder in addition to and withont diminution of or charging the same against the commissions or compensation of any fiduciary hereunder; and any fidnciary who shall be a partner in any such firm shall nevertheless be entitled to receive his share as partner of the compensation paid to such rInD. (D) This trnst shall be construed, regulated and governed in all respects as to administration and validity and affect by the laws of the Commonwealth of Pennsylvania and its situs shall be Cumberland County, Pennsylvania. V. Should there be any property of whatsoever kind and wheresoever situate of which I have the right to dispose at the time of my death, inclnding but not limited to any special or general power of appointment or both, I hereby appoint the same to my Co-Executors or successor Executor set forth in Paragraphs VI and VII hereof. VI. I nominate, constitute and appoint DONALD L. STEINMEIER and ROBERT D. STEINMEIER as Co- Executors of this, my Last Will and Testament and further direct that they shall serve without bond. VII. If either the said DONALD L. STEINMEIER or ROBERT D. STEINMEIER is for any reason unable or unwilling to serve as Co-Executor of this, my Last Will and Testament, then I nominate, constitute and appoint the survivor of remainder of them as successor Executor. He, too, shall serve withont bond. F:\USER\BONNIEJO\WILLS\WORK\STEINMEI\MARGARET.WIL:130ct98 6 VIII. Said Co-Executors or successor Executor shalI have the power to discharge aU the debts, liens and encumbrances upon my estate, as weJl as any taxes thereon, to pay for the cost of the fmal disposition of my remains and fmal ilIness, if any, to receive any and aU commissions and other compensation for services rendered by me during my lifetime and to perform any and aU fiduciary duties authorized by statnte. Further, I direct my Co-Executors or successor Executor to preserve my estate and any instructions pertaining to the distribution of the same from any attachment or anticipation while in the hands of my said personal representative, it being my express intent that aU legacies shaU be free from any attachment or anticipation while in the hands of the accountant for my estate. IX. I request my Co-Executors or successor Executor to use ROBERT D. KODAK, ESQUIRE, and KNUPP & KODAK, P.C., of Harrisburg, Pennsylvania, as attorneys for my estate, they being familiar with my affairs. IN WITNESS WHEREOF, I have to this, my Last Will and Testament, typewritten on seven (7) pages of paper, set my hand and seal at the end thereof this 19th day of October, 1998. OfJ)fllllUz etJt;;;f1JYY!f; .e'~) Marg Steinmeier SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, MARGARET STEINMEIER, as and for her Last Will and Testament in the presence of us who, at her reqnest, in her presence and in the presence of each other, aU being present at the same time, have hereunto set (SEAL) {Lo~ (SEAL) F;\USER\BONNIEJO\WILLS\WORK\STEINMEI\MARGARET.WIL;130ct98 7 COMMONWEALTH OF PENNSYLVANIA :SS. COUNTY OF DAUPHIN I, MARGARET STEINMEIER, Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~ /~J /) ar et Stemmeler Sworn to and subscribed before me this 19th day of October, 1998. (SEAL) _I Seal IIoflnle Jo HuH, Notal)' PwbIic Harri8bUl'g. Dauphin County My Commission E>cpIres Jan. 14, 1999 Marmer, p.,..II;O,MrilA~oINDCl1i8s COMMONWEALTH OF PENNSYLVANIA :SS: COUNTY OF DAUPHIN WE, ~4j,(~ j<txJfI1{..+- AJJ>> I1iODE , the witnesses whose uames are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw MARGARET STEINMEIER, Testatrix, sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witness, and that to the best of our knowledge, the Testat. was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. tLv ~~~_ Sworn to and subscribed before me this 19th day of October, 1998. Y) otary Public My Commission Expires: (SEAL) _al Seal J Ilonnle Jo HuH. Notary P.blic Harrtaburg. Dauphin County My Comml88loi1 Expires Jan. 14, 199P MBnbw.p.,.Il~/J-"V' !...IL4Ior~lOIt ~.)$~;;_lIIl~~~;r.!C~t.j;:~-;~1.i.i{~:jj~3&lH iif. .~ _,lc -" ~-;itJ"="'41uri~;;.~""':,,,,, ....>'- ='i ~ . Z ~ ~ > = e ~ . Z ~ ":l . > ~ ~ ~ 0 ":l a , . ~ > . 0 ~ ~ ~ ~ ~ ~ = . . 0 0 t;j " ! ~ z ='i . ~ t-i . . . OIl OIl , . 0 ~ 0 c t;j I ~ > z > 0 ~ ~ ~ ~ z ;I> '.J'; i ~ . " " 0 ~ = ~ 0 ='i . : . ~ z .... ~ ~ ":l i:3 . ~ ~ t'l ...,.~ ~#":; ;::.:;: (I' ~~ -,., f', d N :v """ '-- ~ ::;:.: vJ '0 :'0 .~. -) \CJ FILE COPY F ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: MARGARET L. STEINMEIER Date of Death: 1/17/02 Estate No. 2002-00116 SSN: 164-3Q-3640____ File No. 21-02-0116 Date Letters Granted: 2/1/02 Will or Administration No. 21-02,-0116 To the Register: I certify that Notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on ~8/02 Name DONALD L. STEINMEIER ROBERT D. STEINMEIER CAROLYN L. KERLIN GAYLE A. MEGONNELL PEGGYJ.BERRY THOMAS E. STEINMEIER JAMES STEINMEIER KATHRYN J. LIVINGSTON ALAN P STEINMEIER WAYNE D. STEINMEIER RICHARD C. STEINMEIER Address 11 NORTH FAIRVILLE AVE., HARRISBURG, PA 1396 BUICK AVE., HARRISBURG, PA WEDGEWOOD GARDENS, LOT 29, SELlNSGROVE P 139 A LANE, HARRISBURG, PA 137 POWELLS VALLEY RD, HALIFAX, PA 298 SWEETBRIAR DR., HARRISBURG, PA 1503 S. MOUNTAIN RD., DILLSBURG, PA 17019 2043 BRIGGS ST., HARRISBURG, PA 17103 1396 BUICK AVE., HARRISBURG, PA 17109 804 OLD QUAKER RD, LEWISBERRY, PA 17339 1020 ROLLESTON ST, HARRISBURG, PA 17104 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE ~--- sig nature __________ -...... Date: 4/25/02 Capacity: '::'1" Personal Represe)\tative _~ Counsel for pers'Onal Representative >.C) ~'-l Name (Please type or print) ROBERT D. KODAK Address 407 NORTH FRONT ST, PO. BOX 11848 HARRISBURG PA 17108 N P ..........-:. ---"'-'"' Telephone No. (717) 238-7151 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA 9 CERTIFICATION OF NOTICE UNDER RULE 5.6{al Name of Decedent: Thomas D. Caldwell. Jr. Date of Death: 12/21/01 Will No. Admin. No. {):;;. - II <, To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 5/22102 Name Address Lenore S. Caldwell 66 South Terrace Road Wormlevsbura PA 17043 Notice has now been given to all persons entitled thereto under Ruie 5.6(a) except: Date: 5/22102 (J )-~ , Signature t......, p-J Name: Charies J. DeHart. IIi. Esauire .~, p Address: 3631 North Front Street Harrisbura PA 17110 Telephone(232) - 7661 x Personal Representative Counsel for Personal Representative Capacity: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF lNDlVlDUAL TAXES DEPT, 280601 HARRISBURG, PA 17128.0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ROBERT 0 KODAK ESQUIRE POBOXl1848 HARRISBURG, PA 17108 __n~_n loV.i ESTATE INFORMATION: SSN: 164-30-3640 FILE NUMBER: 2102-0116 DECEDENT NAME: STEINMEIER MARGARET l DATE OF PAYMENT: 10/08/2002 POSTMARK DATE: 10/07/2002 COUNTY: CUMBERLAND DATE OF DEATH: 01/17/2002 NO. CD 001699 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $4,230.22 I I I I I I I I TOTAL AMOUNT PAID: $4,230.22 REMARKS: ROBERT 0 KODAK ESQUIRE CHECK# 54669 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WillS MARY C. lEWIS REGISTER OF WillS ~ KNUPP & KODAK, PC CAMERON MANSION 407 NORTH FRONT STREET POBOX 11848 HARRISBUHG. PA 17lO8.1848 TO: MARY C LEWIS REGISTER OF WILLS CUllBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE PA 17013 I' ~ 1'. ~"; .1:( .1 'I \ 1-J-.3f'-..:v 'v BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z8D60l HARRISBURG, PA 171Z8-06Dl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NDTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS ANO ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN ROBERT D KODAK KNUPP HAL PO BOX 11848 HBG PA.17108 11-19-2002 STEINMEIER 01-17-2002 21 02-0116 CUMBERLAND 101 *' RfY_I!i47 EX !FP [Ol-~2l MARGARET L Allount Rellitted (1) (2) (3) (4) [5) (6) 17l (9) (10) ) CHANGED 6.000.00 73.513.80 .00 .00 24.810.34 5.395.98 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad... Costs/Misc. Expenses (Schedule HJ 10. Debts/Mortgage Liabilities/Liens {Schedule Il 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts {Schedule J} 14. Net Value of Estate Subject to Tax -f P' NOTE: I~ an assessment was issued p~eviously, lines ~e~lect ~igu~es that include the total o~ abh ASSESSMENT OF TAX: 15. Allount 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 (171 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due. T D S: MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=i54"iTlf-AFi'--fiiFo2rriiiiYicE--OF-INHErfifANCi-Ylix-XPPRXiSEMEriiT~--.m.-OWANCi-ori----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF STEINMEIER MARGARET L FILE NO. 21 02-0116 ACN 101 DATE 11-19-2002 TAX RETURN WAS: I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estete (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Hor~gages/Notes Receivable (Schedule OJ S. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. TO~Rl Assets . INTEREST/PEN PAID 1-) .00 DATE 10-07-2002 NUMBER CD001699 9,614.77 6.100.57 1111 (12) (13) (14) NOTE: To insure proper credit to your account} submit the upper portion of this for. with your tax paYllent. 109,720.12 11;.711; 34 94,004.78 .00 94,004.78 14, 15 and/o~ 16, 17, 18 and 19 will ~etu~ns assessed to date. .00 X 00 = 94,004.78 X 045 = .00 X 12 = .00 X 15 = (19)= AMOUNT PAID 4,230.22 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 4,230.22 .00 .00 4,230.22 4,230.22 .00 .00 .00 . IF PAID AFTER OATE INDICATED, SEE REVERSE FOR CALCULATION OF AOOITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the eKpiration of any estate for lIfe Dr for ysars, the Co..onwealth hereby eKpressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate TaK Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and sub.it with your payment to the Register of Wills printed on the reverse side. --Hake check Dr money order payable to: REGISTER OF MILLS.. AGENT REFUND (CR ): A refund of 8 tax credit, which was not requested on the Tax Return, ~ay be requested by co.pleting an nApplication for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-4~7-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraise.ent, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice ~ust Object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assesseent should be addressed in writing to: PA Department of Revenue, Bureau of IndIvidual TaKes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone ("117) 787-6505. See pags S of the booklet nlnstrLlCtJons for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent CSZJ discount of the tax paid is allowed. PENALTY: The 15X tax aenes~ non~participation penalty is computed on the total of the tax and interest aSSQssed, and not paid before January 18, 1996, the first day after the end of the tax aenesty periOd. This non.participation penalty is appealable in the same .anner and in the the same ti.e period as YOU would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one CIJ day from the date of death, to the date of payment. TaKes which became delinquent before January 1, 1982 bear interest at the rat. of six (6X) percent per annue calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate Which will vary from calendar year to calendar year with that rate announced by the PA Departeent of Revenue. The applicable interest rates for 1982 through 2002 ara: Y8ar Int8rast Rat8 Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 ZOx .OlJ0548 199Z 9% .DDDZ47 1983 16% .000438 1993-199~ 7% .000192 1984 11% .000301 1995-1998 9% .000247 1985 137- .000356 1999 n .00019l 1986 lOX .000274 ZOOO 8% .000Z19 1987 OX .OD0247 20n .% .000247 1988-1991 11% .000301 200Z 6% .000164 --Interest is calculated as follows: ~ INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen US) days beyond the date of the assesseent. If pay.ent is made after the interest computation date shown on the Hotice, additional interest must be calculated. ",v:,""" ",00' ,'" oJlLelNj~\ '* PENNSYLVANIA . DEPARTMENT OF REVENUE DEPT,280601 HARRISBURG, PA 17128-0EOl I- Z ~ e <.) w c W I- lll::::!cn " ."" w"" ",00 ,,0:-, "Ill .. .. z o i= <C ...I => l- ii: <C <.) w ll:: z o i= <C l- => D.. :E o <.) >< ~ REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) STEINMEIER, MARGARET L DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) OFFICIAL USE ONLY ./ 01/17/2002 07/18/1917 (IF APPUCABLE) SURVIVING SPOUSE'S NAME (L~ST. FIRST, AND MIDDLE INITIAL) 001. Original Return o 4, Limited Estate [K) 6. Decedent Died Testate (AlIach copy of Will) o 9. LItigation Proceeds Received o 2. Supplemen1al Return o 4a. Future Interest Compromise (date of death aIler 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy ofTrusl) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) !.'/~ S9=- ~_ FILE NUMBER 2 o 1 1 6 I- Z W C Z C .. "' w 0: 0: C " Ilf ,,', ,jIj'lilAlJiiil'li' 'fills COMPLETE MAILING ADDRESS 407 NORTH FRONT STREET ,I\ilerr~ l\illll:r;~il!lmES':m-~N'Il .' NAME ROBERT D, KODAK FIRM NAME (If Applicable) KNUPP, KODAK & IMBLUM, P,C, TELEPHONE NUMBER 717 238-7151 P,O BOX 11848 HARRISBURG - 0 2 COUNTYC05E ----yEA~ - - NTIi:iiiER- - SOCIAL SECURITY NUMBER 64-30-3640 THIS RETURN MUST BE FilED IN DUPLICATE WITH THE REGISTER OF WII..I..S SOCIAL SECURITY NUMBER o 3. Remainder Return (date 01 death pnorto 12-13-82J o 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (AttachSchO) PA 17108 r 6,000,00 73,51380 I OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) 2, Slacks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4, Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6, Jointly Owned Property (Schedule F) (6) o Separate Billing Requested 7. Inter-VNOS Transfers & Miscellaneous Non.Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (3chedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/SeG 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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount 01 Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X _(15) 94,004.78 X ,045 (16) X .12 (17) X .15 (18) (19) 24,810,341 5,395.981 _I (8) 109,720,12 16. Amount of Line 14taxabfe 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, CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 9,614,77 6,100,57 (11) (12) (13) 15,715,34 94,004,78 (14) 94,004,78 4,230,22 4,230,22 ece ents omplete A ress: - '. . 'w , STREET ADDRESS 364 MAPLE LANE CITY CARLISLE I STATe PA I ZIP 17013 o d . C dd Tax Payments and Credits: t. Tax Due (Page 1 Une 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount TotaICredits(A+B+C) (2) 3. Interest/Penalty if applicable D.lnterest E. Penalty TotallnteresVPenalty (0 + E) 4. If Une 21s greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Une 1 + Une 31s greater than Une 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Une 5 + 5A. This is fhe BALANCE DUE. Make Check (5A) (5B) AGENT to: REGISTER OF 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 acceunt 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? .... ... ............. '" ............. . '/!~1A tr1~f' (1, 4,230.22 (31 (41 (5) 4,230.22 4,230.22 YE~S ~o qo ZJ q.. 0 ZJ 0 ZJ q"q 0 .ZJ ....0 IZJ ....0 IZJ ......0 IZJ 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 examirled this return, including accompanyirlg schedules and statements, and to the best of my knowledge and belief, it is true, cermet and comJletl L Declaration of preparer other than the personal representative is based on all information of which pre parer has any knowledge. StG~E OF ~RjDIjJESPD IBL~DR.FILlNG RETURN DATE .-L/~T - 16-"{-.J:2 ADDRESS 11 NORTH FAIRVILLE AVE., HARRISBURG, PA 17112 1396 AVE, HARRISBURG SIGNATURE OF ER TH ADDRESS 407 NORTH FRONT STREET, P.O BOX 11848 HARRISBURG PA 17109 DATE PA 17108 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value 01 transfers to or for the use ot the sUlvi,ing spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surv,ving spouse is 0% [72 P. 3. ~9116 (a) (1.1) (iill. The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of deafh 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 oftne child is 0% [72 P.S. ~9116(a)(1.2)J. 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 10 72 PS. ~9116(1.:') [72 P.S. ~9116(a)(I)]. The tax rate imposed on the net value ottransters to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3i1, A sibling is defined, undor Section 9102, as an individuai who has at teast one parent in cemmon with the decedent, whether by blood or adoption. --,._--,- ",V,oo"'II'''I,. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN R IDE DE NT ESTATE OF FILE NUMBER STEINMEIER MARGARET L 21 02 0116 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is de1\ned as '\he price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorshiD must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1, DESCRIPTION VALUE AT DATE OF DEATH 6,000,00 1980 14X70 REDMAN - NEW MOON MOBILE HOME SALES PRICE - CLOSING STATEMENT ATTACHED TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 6,000,00 ROYAL FINANCE Associates, Inc. PO BOX 61317 Harrisburg, PA 17106 NAME OF PURCHASER: GaJr.1J F. Hu.n.6t SUMMARY OF PURCHASER'S TRANSACTION GROSSAMOUNTDUEFROMPURCHASE~ CONTRACT SALES PRICE $ 6,000.00 SALES TAX PHYSICAL DAMAGE INSURANCE PREMIUMS FAMILY PROTECTION INSURANCE PREMIUMS mLE FEES CLOSING FEES OTHER: 2001/0j Schoof .tlla".6ac.t.<oVl 6ee 1'110 Jlata tot Jlen.t PIlO lIata C.tIJ/lwp tax GROSS AMOUNT DUE FROM PURCHASER AMOUNTS PAID BYJFOR PURCHASER: DEf'OSlT OR EARNEST MONEY $ 22 .50 Tax. 49.11 125.00 121.18 ~..,zs $ 6,323./1 500.00 AMOUNT OF NEW LOAN DEPOSIT WITH LENDER APPRAISAL FEE: OTHER: TOTAL PAID BYIFOR PURCHASER 500.00 $ CASH ( G(I From 0 To) PURCHASER $ ; . 823 11 Purchaser acknowledges receipt of a copy of this statement and authorizes the disbursement of funds as stated. 'li-~ q71. .:::t:::> ,., S'e.;> 0 '-. _ PURCHAS DATE PURCHASER DATE PURCHASER DATE PURCHASER DATE CLOSING STATEMENT CLOSING DATE: SeptembeJt! 9. 2002 NAME OF SELLER: The e4tate 06 MaJtgoM.t L. Stu..mueJt SUMMARY OF SELLER'S TRANSACTION GROSS AMOUNT DUE DUE TO SELLER: CONTRACT SALES PRICE ITEMS PAID IN ADVANCE PJr.O l1.ato TAXES INSURANCE $ 6.000.00 5.38 OTHER: 1'11.0 Jtata Lot Rent 7' 121.18 GROSS AMOUNT DUE TO SELLER: $ 6. 126. 56 REDUCTIONS IN AMOUNT DUE SEllER: / BROKER FEE PAYOFF TO LIENHOlDER ACCRUED INTEREST $ 3,000.00 From to 7 CLOSING FEE POSSESSION DEPOSIT ~U~AA~Qoof Tax. 195.00 J4.01/ PRO RATA LOT RENT OTHER TJtaMau.<.OI'l Fee /' 125.00 ~ TOTAL REDUCTIONS DUE SELLER $ 3. 334.01 CASH (0 From ~To) SELLER $ 2,192.55 Seller acknowledges receipt of a copy of this statement and au. thorizes the disburse nt of funds as stated. - ~ ~'1 /6..z- DATE SELLE~ SElLER DATE SEllER DATE SELlER DATE R"'W3EX:""',. COMMONWEAllH OF PENNSYLVANIA INHERITANCE TAX RETURN R IDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF STEINMEIER MARGARET L. All property jointly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER 21 02 0116 ITEM NUMBER 1, 2, DESCRIPTION AMERICAN EXPRESS MUTUAL FUNDS ACCT NO. 011554256278002 13104.507 SHARES DATE OF DEATH VALUE PER SHARE:4.410 AMERICAN EXPRESS CERTIFICATES ACCT NO. 008041375695001 VALUEATOATE OF DEATH 58,040.04 15,473,76 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 73,513.80 ''''.'.''0''''''.* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF STEINMEIER MARGARET L. FILE NUMBER 21 02 0116 Include the proceeds of litigation and 1he date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. 2. DESCRIPTION ALLFIRST FINANCIAL CENTER NA CERTIFICATE OF DEPOSIT ACCT. NO. 80000002186252 DATE OF DEATH BAL. $14,518.30 PLUS ACCRUED INTEREST $8.27 ALLFIRST FINANCIAL CENTER NA CERTIFICATE OF DEPOSIT ACCT. NO. 80000002187025 DATE Fa DEATH BAL. $10,204.70 PLUS ACCRUED INTEREST $79.07 VALUE AT DATE OF DEATH 14,526.57 ITEM NUMBER 1. 10,283.77 TOTAL (Also enteron line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 24,810.34 ''''''''..'''n* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTL Y.OWNED PROPERTY ESTATE OF STEINMEIER MARGARET L. FILE NUMBER 21 02 0116 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENAN1(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. GAYLE A. MEGONNEL 139 A LANE HARRISBURG, PA 17111 DAUGHTER B c JOINTLY -OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financIal institution and bank account number or similar identifying number. Attach DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT deedforjoinlly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 9/28/79 ALlFIRST FINANCIAL CENTER, NA 10,791.95 50. 5,395.98 CHECKING ACCOUNT WITH INTEREST DATE OF DEATH BAL. 10,791.20 PLUS INT. $ .75 TOTAL (Also enter on line 6, Recapitulation) $ 5,395.98 (If more space is needed, insert additional sheets of the same size) 'EV'15"""'",',. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF STEINMEIER MARGARET L FILE NUMBER 21 02 0116 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. NEILL FUNERAL HOME, INC. 3,641.06 B. ADMINISTRATIVE COSTS: 1. 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. Attorney Fees KNUPP, KODAK & IMBLUM, P,C. 5,500,00 3, Family Exemption: (If decedent's address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4, Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 273,00 CARLISLE, PA 5, Accountanfs Fees 6. Tax Return Preparer's Fees 7, CUMBERLAND LAW JOURNAL - ADVERTISEMENT OF ESTATE 75,00 8, PATRIOT NEWS - ADVERTISEMENT OF ESTATE 125,71 , TOTAL (Also enter on line 9, Recapitulation) $ 9,614,77 (If more space is needed, insert additional sheets of the same size) 'EV.!"'''.,'",'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF STEINMEIER MARGARET L. FILE NUMBER 21 02 0116 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. CUMBERLAND COUNTY - MIDDLESEX TOWNSHIP PRO RATA REAL ESTATE TAXES 5.38 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. PRO RATA TRAILER PARK RENTAL FEE 364 MAPLE LANE CARLISLE, PA ROYAL FINANCE ASSOCIATES, INC. BROKER FEE FOR SALE OF MOBILE HOME 121.18 3,000.00 ROYAL FINANCE ASSOCIATES, INC. CLOSING FEE FOR SALE OF MOBILE HOME 195.00 CUMBERLAND COUNTY - MIDDLESEX TOWNSHIP PRO RATA 2002/2003 SCHOOL TAX 14.01 ROYAL FINANCE ASSOCIATES, INC. TRANSACTION FEE FOR SALE OF MOBILE HOME COUNTRY MANOR WEST MOBILE HOME PARK LOT RENT FOR JANUARY, 2002 COUNTRY MANOR WEST MOBILE HOME PARK LOT RENT FOR FEBRUARY, 2002 COUNTRY MANOR WEST MOBILE HOME PARK LOT RENT FOR MARCH, 2002 COUNTRY MANOR WEST MOBILE HOME PARK LOT RENT FOR APRIL, 2002 COUNTRY MANOR WEST MOBILE HOME PARK LOT RENT FOR MAY, 2002 COUNTRY MANOR WEST MOBILE HOME PARK LOT RENT FOR JUNE, 2002 COUNTRY MANOR WEST MOBILE HOME PARK LOT RENT FOR JULY, 2002 COUNTRY MANOR WEST MOBILE HOME PARK LOT RENT FOR AUGUST, 2002 125.00 330.00 330,00 330,00 330,00 330,00 330,00 330,00 330.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 6,100,57 REV"513EX'19. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER STFINMFIFR MARr.ARFT I ?1 O? 011R RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distnbulions, and transfers under Sec. 9t t6 (al (t .2)] 1. DONALD L STEINMEIER SON 1/10TH OF RESIDUAL 11 NORTH FAIRVILLE AVE ESTATE HARRISBURG, PA 17112 2. ROBERT D. STEINMEIER SON 1/10TH OF RESIDUAL 1396 BUICK AVE ESTATE HARRISBURG, PA 17109 3. CAROLYN L KERLIN DAUGHTER 1/10TH OF RESIDUAL WEDGEWOOD GARDENS LOT 29 ESTATE SELlNSGROVE, PA 17870 4. GAYLE A. MEGONNELL DAUGHTER 1I10TH OF RESIDUAL 139 A LANE ESTATE HARRISBURG, PA 17111 5. PEGGY J. BERRY DAUGHTER 1/10TH OF RESIDUAL 137 POWELLS VALLEY ROAD ESTATE HALIFAX, PA 17032 6. THOMAS E. STEINMEIER SON 1I10TH OF RESIDUAL 298 SWEETBRIAR DRIVE ESTATE HARRISBURG, PA 17111 7. JAMES S. STEINMEIER SON 1I10TH OF RESIDUAL 1503 SOUTH MOUNTAIN ROAD ESTATE DILLSBURG, PA 17019 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART n - 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) Continuation of REV-1500 Inheritance Tax Return Resident Decedent STEINMEIER, MARGARET L. 21 02 0116 PaQe 1 Schedule J - Beneficiaries - 1 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions) 8. KATHRYN J. LIVINGSTON DAUGHTER 1/10TH OF RESIDUAL 42 TRUDY CIRCl.E ESTATE MECHANICSBURG, PA 17050 9. ALAN P STEINMEIER SON 1/10TH OF RESIDUAL 1396 BUICK AVE. ESTATE HARRISBURG, PA 17109 10. WAYNE D. STEINMEIER SON 1/10TH OF RESIDUAL 804 OLD QUAKER ROAD ESTATE LEWISBERRY, PA 17339 f~~( COpy Reco;:Jw: : Re'/' ,( f",' .. ,-' LAST WILL AND TESTAMENT '02 JAN 31 ::'7 :1f) OF C':';-',.. Ct:-\:;~:.-. MARGARET STEINMEffiR I, MARGARET STEINMEffiR, of the Borough of Carlisle, the County of Cumberland, and the Commonwealth of Pennsylvania, being of sound and disposing mind, hereby make, publish and declare this my Last Will ,and Testament, hereby revoking and making void all prior Wills and other testamentary writings at any time heretofore made by me. 1. I direct my Co-Executors or successor Executor, hereinafter named, to pay all of my just debts, funeral and testamentary expenses as soon as conveniently can be done after my demise. II. I give, devise and bequeath my entire estate of whatsoever kind and wheresoever situate, share and share alike, absolutely and forever, unto my beloved children: (A) DONALD L. STEINMEffiR, per stirpes, of West Hanover Township, Dauphin County, Pennsylvania; (B) ROBERT D. STEINMEIER, per stirpes, of Lower Paxton Township, Dauphin County, Pennsylvania; (C) CAROLYN L. KERLIN, per stirpes, of Selinsgrove, Snyder County, Pennsylvania; (D) GAYLE A. MEGONNEL, per stirpes, of Lower Paxton Township, Dauphin County, Pennsylvania; (E) PEGGY J. BERRY, per stirpes, of Halifax, Dauphin County, Pennsylvania; (F) THOMAS E. STEINMEffiR, per stirpes, of Lower Paxton Township, Dauphin County, Pennsylvania; '. \. "'-"''::l \ nnF!',.,'Th' Tr"'\ '.NTT T "" '>>"pvl. "'1"h'T"TM"'T\ 'JIll R('tlRI"'T' WTT ., ~0""~ Q Q. (G) JAMES S. STEINMEIER, per stirpes, of Dillsburg, York County, Pennsylvania; (H) KATHRYN J. LIVINGSTON, per stirpes, of the City of Harrisburg, Dauphin County, Pennsylvania; (1) WAYNE D. STEINMEIER, per stirpes, of Lewisberry, York County, Pennsylvania; and (J) The share of ALAN P. STEINMEIER, of the Borough of Carlisle, Cumberland County, Pennsylvania, to ROBERT D. STEINMEIER, of Lower Paxton Township, Dauphin County, Pennsylvania, IN TRUST. (i) In the event ROBERT D. STEINMEIER is for any reason unable or unwilling to serve as Trustee for any Trust created under Paragraph ill (J) herein, I nominate, constitute and appoint DONALD L. STEINMEIER of West Hanover Township, Dauphin County, Pennsylvania, as successor Trustee of the property of ALAN P. STEINMEIER. ill. It is my express intent and desire that my beloved son, RICHARD C. STEINMEIER, not share in the distribution of my estate; he having received his portion and share prior to my decease. IV. The Trustee hereinabove named shall: (A) Hold, manage, invest and reinvest the trust fund for the benefit of the said ALAN P. STEINMEIER (hereinafter referred to as "the beneficiary"), and shall collect the rents, interest, dividends and other income therefrom and after deduction of all proper charges and expenses shall, from time-to-time or at any time, payor apply to or for the use of the beneficiary all or so much of the net income therefrom and principal thereof, including, ~ \ p",;;,p\ Q('~N'1':'Tn\'.'I1"Tr <:\ '"OPT,;" "'r~'(NM"Pl:\!'I_:r>..t<G~2E'T _ WIL, 130ct98 2 but not by way of limitation paymeuts or applications for the support, maintenance and education of the beneficiary the Trustee, in his sole discretion shall deem necessary or advisable; such payments or applications may be made by the Trustee directly or by paying such income or principal to a guardian of the person with whom the beneficiary may reside at the time of such payment, in every case without requiring any bond, and the receipt of such guardian of the person with whom the beneficiary may reside shall constitute a full and complete discharge to the Trustee for any payment so made by him; and the Trustee shall accumulate the surplns net income not so applied and the resulting income from such accumulations by investments. (B) In the event that the beneficiary shall die, upon such death the principal of the trust fund as then constituted and any accumulated income shall be transferred, paid over and delivered by the Trustee to the executor or administrator of the beneficiary to become and be disposed of as a part of his estate. (C) The Trustee shall have, with respect to both principal and income of the trust fund and any additions thereto, the following powers, authorities and discretion without limitation by their specifications and until the actual distribution thereof: 1. To retain any such property without regard to the proportion such property or similar property held may bear to the entire amount held, and whether or not the same is of the class in which fiduciaries are authorized by law or any rule of court to invest funds; 2. To sell any such property upon such terms and conditions as may be deemed proper at either public or private sale, either on credit for such "', \USER\ BONNIEJO\ WILLS\WORK\ STEINMEI\MARGARET . 'filL, l30ct 98 J period of time as may be deemed proper or for cash, and with or without security and the purchaser of such property shall have no obligation to see to the use or application of the proceeds of sale; to exchange, lease, sublease, mortgage, pledge or otherwise encumber any such property upon such terms and conditions as may be deemed advisable; to grant options for any of tbe foregoing and to make any lease, or sublease, including any oil, gas or mineral lease, for such period of time and to include therein any covenants or options for renewal as may be deemed proper without regard to the duration of any trust and without approval of any court;. 3. To invest and reinvest in and to acquire by exchange property of any character, foreign or domestic, or interests or participations therein, including by way of illustration but not of limitations, real property, mortgages, bonds, notes, debentures, certificates of deposit, capital, common and preferred stocks and shares or interests in investment trusts, mutual funds or common trust funds, without regard to the proportion any such property or similar property held may bear to the entire amount held and wbether or not the same is of the class in which fiduciaries are authorized by law or any rule of court to invest funds; 4. To hold any personal property in any state; to register and hold any property of any kind, whether real or personal, at any time beld hereunder in the name of a nominee or nominees; and to take and keep any stocks, bonds or other securities unregistered or in sucb condition as to pass by delivery; F:\USER\SONNIEJO\WILLS\WORK\STEINMEI\MARGARET.WIL:130ct98 4 5. To employ in the exercise of absolute discretion investment counsel, accountants, depositories, custodians, brokers, attorneys and agents, irrespective of whether any person so employed shall be a fiduciary hereunder or a firm or corporation in which a fiduciary hereunder shall have an interest and to pay them the nsual compensation for their services out of the principal or income of the property held hereunder in addition to and without diminution of or charging the same against the commissions or compensation of any fiduciary hereunder; and any fiduciary who shall be a partner in any such firm shall nevertheless be entitled to receive his share as partner of the compensation paid to such fIrUl. (D) This trust shall be construed, regulated and governed in all respects as to administration and validity and affect by the laws of the Commonwealth of Pennsylvania and its situs shall be Cumberland County, Pennsylvania. V. Should there be any property of whatsoever kind and wheresoever situate of which I have the right to dispose at the time of my death, including but not limited to any special or general power of appointment or both, I hereby appoint the same to my Co-Executors or successor Executor set forth in Paragraphs VI and VII hereof. VI. I nominate, constitute and appoint DONALD L. STEINMEIER and ROBERT D. STEINMEIER as Co- Executors of this, my Last Will and Testament and further direct that they shall serve without bond. VII. If either the said DONALD L. STEINMEIER or ROBERT D. STEINMEIER is for any reason unable or unwilling to serve as Co-Executor of this, my Last Will and Testament, then I nominate, constitute and appoint the survivor of remainder of them as successor Executor. He, too, shall serve withont bond. '" \. Il<:''''!:l\ nrwrl-.n:t::',"\~'1TT.T <O:\'.'l0.'1',(\ ,,""'PT'"N>:,T\M]>i;:r;l',R"''''' ',,1T, 1 '(}r't. q8 6 VIII. Said Co-Executors or successor Executor shall have the power to discharge all the debts, liens and encumbrances upou my estate, as well as any taxes thereon, to pay for the cost of the rmal disposition of my remains and rmal illness, if any, to receive any and all commissions and other compensation for services rendered by me during my lifetime and to perform any and all fiduciary duties authorized by statute. Further, I direct my Co-Executors or successor Executor to preserve my estate and any instructions pertaining to the distribution of the same from any attachment or anticipation while in the hands of my said personal representative, it i!eing my express intent that all legacies shall be free from any attachment or anticipation while in the hands of the accountant for my estate. IX. I request my Co-Executors or successor Executor to use ROBERT D. KODAK, ESQUIRE, and KNUPP & KODAK, P.C., of Harrisburg, Pennsylvania, as attorneys for my estate, they being familiar with my affairs. IN WITNESS WHEREOF, I have to this, my Last Will and Testament, typewritten on seven (7) pages of paper, set my hand and seal at the end thereof this 19th day of October, 1998. -~11.t7+dJz et;Jt;:;;J01/; .f~) Marg Steinmeier SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, MARGARET STEINMEIER, as and for her Last Will and Testament in the presence of us who, at her request, in her presence and in the presence of each other, all being present at the same time, have hereunto set (SEAL) f2w) ~ (SEAL) 0, \U-SBR\BONNIEJO\WILLS\WORK\STEINMEI\MARGA.l,ET. W!L, 130ct98 7 COMMONWEALTH OF PENNSYLVANIA :SS. COUNTY OF DAUPIDN I, MARGARET STEINl\1EIER, Testatrix whose name is signed to the attached or foregoing instrument, having been dilly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. 1ro~~{~~ Sworn to and subscribed before me this 19th day of October, 1998. (SEAL) Notarial Seal Bonnie Jo HuH, Nola/)' P\>bliC HarrisbUrg, Dauphin County My CommIssiOn Expires Jan, 14, 1999 Ment>et. ""'..oyMril...,.....,...,oINolarieS COMMONWEALTH OF PENNSYLVANIA :55: COUNTY OF DAUPIDN WE, If{6~(~ }4:JctHL+- A;l/JJ ---rHODE , 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 MARGARET STEINl\1EIER, Testatrix, sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witness, and that to the best of our knowledge, the Testa . was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. rku ~~~1'_ Sworn to and subscribed before me this 19th day of October, 1998. ~ otary Public My Commission Expires: (SEAL) ... Notarial Seal J BonnIe Jo HuH, NotaIy Public Harrieburg, Dauphin County My Commission Expire. Jan. 14, 199? MoIr/ler,~'''''''''''''''oI_... ORIGINAL INVENTORY Estate of MARGARET L. STEINMEIER No.21 02 0116 also known as MARGARET L. STEINMEIER , Deceased Date of Death 1/17/02 Social Security No. 164-30-3640 DONALD L. STEINMEIER and ROBERT D. STEINMEIER 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 the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. l!We verify that the statements made in this inventory are true and correct. l!We. understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: ROBERT D. KODAK 1.0. No.: 18041 Address: 407 NORTH FRONT STREET, P.O. BOX 11848 -wZE:: Dated /e~/j/6 <- HARRISBURG PA 17108 Telephone: (717) 238-7151 Description 1980 14X70 REDMAN - NEW MOON MOBILE HOME Value 6,000.00 58,040.04 15,473.76 14,526.57 - 10,283.77 -- 5,395.98 AMERICAN EXPRESS MUTUAL FUNDS ACOUNT NO. 011554256278002 13104.507 SHARES @4.410 PER SHARE AMERICAN EXPRESS CERTIFICATES ACCOUNT NO. 008041375695001 AFFIRST FINANCIAL CENTER, NA CERTIFICATE OF DEPOSIT NO. 80000002186252 ALLFIRST FINANCIAL CENTER, NA CERTIFICATE OF DEPOSIT NO. 80000002187025 ALLFIRST FINANCIAL CENTER, NA INTEREST BEARING CHECKING ACCOUNT JOINTLY OWNED $10,791.20 PLUS $.75 INTEREST Total (Attach Additional Sheets if necessary) 109,720.12 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 STATUS REPORT UNDER RULE 6.12 / V- OJ( Name of Decedent: MARGARET L. STEINMEIER Date of Death: 1/17/2002 Will No. Admin. No. 2002-00116 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: 3 . If the answer to No. i is Yes, state the foliowing: a. account with the Court? Did the personal representative file a final Yes No X b . The separate Orphans' Court No. (if any) for the personal representative's account is: c . Did the personal representative state an account informally to the parties in interest? Yes X No d . Copies of receipts, releases, joinders approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. A and Date: 1/1/(),/ f f ' Signature ROBERT D. KODAK Name (Please type or print) 407 NORTH FRONT ST., P.O. BOX 11848 HARRISBURG PA 17108 Address (717) - 2387151 Tel. No. Capacity: Personal Representative X Counsel for personal representative ~"'r ;"~ SCHEDULE OF DISTRIBUTION Donald L. Steinmeier Robert D. Steinmeier Carolyn L. Kerlin Gayle A. Megonnel Peggy J. Berry Thomas E. Steinmeier James D. Steinmeier Kathryn J. Livingston Alan P. Steinmeier Wayne D. Steinmeier $9,730.13 $9,730.12 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 Upon review of the foregoing Informal First and Final Account of the Estate of MARGARET L. STEINMEIER I have no objections and hereby approve said Account. WITNESS: G" .J )~~ j~ ~-f DATE: j . - ,.~'J;J - () ':'3 ~ ~.~fL rr"J'~ e Gayle . Megonnel . 9 SCHEDULE OF DISTRIBUTION Donald L. Steinmeier Robert D. Steinmeier Carolyn L. Kerlin Gayle A. Megonnel Peggy J. Berry Thomas E. Steinmeier James D. Steinmeier Kathryn J. Livingston Alan P. Steinmeier Wayne D. Steinmeier $9,730.13 $9,730.12 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 Upon review of the foregoing Informal First and Final Account of the Estate of MARGARET L. STEINMEIER I have no objections and hereby approve said Account. WITNESS: ~_ ~/ q,.a~r/'~ -' A2~J'~~'\ Robert D. Steinmeier, as Guardian For Alan P. Steinmeier DATE: /-:2 J. - () 3 14 SCHEDULE OF DISTRIBUTION Donald L. Steinmeier Robert D. Steinmeier Carolyn L. Kerlin Gayle A. Megonnel Peggy J. Berry Thomas E. Steinmeier James D. Steinmeier Kath ryn J. Livingston Alan P. Steinmeier Wayne D. Steinmeier $9,730.13 $9,730.12 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 Upon review of the foregoing Informal First and Final Account of the Estate of MARGARET L. STEINMEIER I have no objections and hereby approve said Account. ~~/4-~ /J 0 ~ ~ .<;:;L-' ,- I( ott1' P ,\.J!2Nvv,~, Robert D. Steinmeier Date: I~.:Z) -1)3 , 7 SCHEDULE OF DISTRIBUTION Donald L. Steinmeier Robert D. Steinmeier Carolyn L. Kerlin Gayle A. Megonnel Peggy J. Berry Thomas E. Steinmeier James D. Steinmeier Kathryn J. Livingston Alan P. Steinmeier Wayne D. Steinmeier $9,730.13 $9,730.12 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 Upon review of the foregoing Informal First and Final Account of the Estate of MARGARET L. STEINMEIER I have no objections and hereby approve said Account. WITNESS: ~~!J!~~ Wayn \&-Stelnmeler tV DATE: 15 -- SCHEDULE OF DISTRIBUTION Donald L. Steinmeier Robert D. Steinmeier Carolyn L. Kerlin Gayle A. Megonnel Peggy J. Berry Thomas E. Steinmeier James D. Steinmeier Kathryn J. Livingston Alan P. Steinmeier Wayne D. Steinmeier $9,730.13 $9,730.12 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 Upon review of the foregoing Informal First and Final Account of the Estate of MARGARET L. STEINMEIER I have no objections and hereby approve said Account. WITNE\SS: 2 \ ;L'I(,/L(~jp, L/7 a.U G" l 11\ I r ~ V~ DATE: / ~ ;; !)-(} 3 13 -' SCHEDULE OF DISTRIBUTION Donald L. Steinmeier Robert D. Steinmeier Carolyn L. Kerlin Gayle A. Megonnel Peggy J. Berry Thomas E. Steinmeier James D. Steinmeier Kathryn J. Livingston Alan P. Steinmeier Wayne D. Steinmeier $9,730.13 $9,730.12 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 Upon review of the foregoing Informal First and Final Account of the Estate of MARGARET L. STEINMEIER I have no objections and hereby approve said Account. WITNESS: . ---f.j ., / , ~'7'f<:J Ci' i:.,",Jif,~ . l/ft,,'r1.!oJ e, ~.U./L Thomas E. Steinmeier DATE: /0/ /2003 . / 11 SCHEDULE OF DISTRIBUTION Donald L. Steinmeier Robert D. Steinmeier Carolyn L. Kerlin Gayle A. Megonnel Peggy J. Berry Thomas E. Steinmeier James D. Steinmeier Kathryn J. Livingston Alan P. Steinmeier Wayne D. Steinmeier $9,730.13 $9,730.12 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 Upon review of the foregoing Informal First and Final Account of the Estate of MARGARET L. STEINMEIER I have no objections and hereby approve said Account. WITNESS: ~m "*'- ,- . TlJ.\ E...,...t;J" . ~/ ~~:.-=^--.-- Donald L. Steinmeier DATE: //ZY~3 / 6 - SCHEDULE OF DISTRIBUTION Donald L. Steinmeier Robert D. Steinmeier Carolyn L. Kerlin Gayle A. Megonnel Peggy J. Berry Thomas E. Steinmeier James D. Steinmeier Kathryn J. Livingston Alan P. Steinmeier Wayne D. Steinmeier $9,730.13 $9,730.12 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 Upon review of the foregoing Informal First and Final Account of the Estate of MARGARET L. STEINMEIER I have no objections and hereby approve said Account. WITNESS: , )/ A ~'M' I,tL::L~2-v- 1'1/ . , ----~- '( J$mes D. Steinmeier DATE: j?~/~o3 12 SCHEDULE OF DISTRIBUTION Donald L. Steinmeier Robert D. Steinmeier Carolyn L. Kerlin Gayle A. Megonnel Peggy J. Berry Thomas E. Steinmeier James D. Steinmeier Kathryn J. Livingston Alan P. Steinmeier Wayne D. Steinmeier $9,730.13 $9,730.12 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 Upon review of the foregoing Informal First and Final Account of the Estate of MARGARET L. STEINMEIER I have no objections and hereby approve said Account. WITNESS: ~ J?. T5c~ eC!_~ 8p~ Peggy ~ DATE: ~{)~,'3 I / NOTARIAL SEAL Doris K. Hand, Notary Public Susquehenna Twp., County of Dauphin My Commission Expires July 24, 2004 ::d~~~ 10 SCHEDULE OF DISTRIBUTION Donald L. Steinmeier Robert D. Steinmeier Carolyn L. Kerlin Gayle A. Megonnel Peggy J. Berry Thomas E. Steinmeier James D. Steinmeier Kathryn J. Livingston Alan P. Steinmeier Wayne D. Steinmeier $9,730.13 $9,730.12 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 $9,730.09 Upon review of the foregoing Informal First and Final Account of the Estate of MARGARET L. STEINMEIER I have no objections and hereby approve said Account. WITNE.~ ~/ - · /. e//~ ~~~4=~ Carolyn L. erlin DATE: /4hS , , 8