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Home My WebLink About02-0547PETITION FOR PROBATE and GRANT OF LETTERS ESiaie O,J~ e'r`Q t- N t^OOEnrHH ~/6? also known as Deceased. Socra( Security No. ~i 7.'i - O i - fs 8 -7 The petition of the undersigned respectfully represents [hat: in the Your petitioner(r,), who is/arc 18 years of age or older an the execut c m in the last will of the above decedent, dated named and codicil(s) dated _ of d u.a ~ 19 (state relevant cirenms[ances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Co„ rs e ,e ~ a ~ v County, h t s last family or principal residence at 3 a s _ w c s~ e y a R, v e (list street, number and muncipality) vania, with F~w<rt4~~RN TW/~ 1 S Decendent, then ~~ years of age, died MAY ~3 , yo2 at H~~Y apt Rl r((t r I+U SO~rAL fnMP Ntt-1. ('A 17Ot ' 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.) All personal property g (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ ~ - Value of real estate in Pennsylvania situated as follows: $-z-~---- ,. ~ ~. OQ p p -. WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters TES-a n F/JTA ay theron. (testamentary; administration c. t.a.; administration d. b. a.c.t.a.) v '' G r"e" ~ / as c': A':. yq ~' ~ o w m in COMMONWEALTH OF PENNSYLVANIA 1 COUNTY OF ~U y. g ~ c ~,,,,, n j Register of Wills for the County of COn+Bc a~N-D Commonwealth of Pennsylvania S3 The petidoner(s) above named swear(s) or affirm(s) that the statements in the foregoing petition are [rue and correct to the best of r;,e xnowledge and belief of petitioner(s) and [hat as personal represen- tative(s) of the above decedent petitioner(s) will welltly admini~r the estate according to law. Sworn to or affirmed and subscribed /.~~ ' before me this 5th ~` o ~"~ ___-_ -~ day of r ~ 2~ c No. 21-02-547 To: OATH OF PERSONAL REPRESENTATIVE r Register /7 68 i~ No. Zi-oz-s4~ ~ ~.. ~ P _ N ~~ ~~ ~ , DeceasecL Estate of DECREE OF PROBATE AND GRANT OF LETTERS JUNE 7 1# X002, in consideration of the petition on AND NOW the reverse side hereof, satisfactory pr( of having beJanuarnt g b ~oUOZme, IT IS DECREED that the instrument s) date described therein be admitted to probate and filed of rG~ p eniN.+~t Rll of EA .¢ ~- ~' j ESr'Arr E,/~AR and Letters are hereby granted to David G Flemin ~Iieg~ster of ills FEES Probate, Letters, Etc.......... $ 235.00 48.00 Short Certificates( ) .......... $_-.crop x-pages $ _, Renunclanon ................ JCP $ 5.00 TOTAL _ $ 29 ~ • 00 Filed .......IUNE..S, .2002 .............. . ATTORNEY (Sup. IX. LD. NoJ ADDRESS PHONE :~.i 1'.) ~~ `-i- ^.i~,r Z0. [\ `1/HN t '^ u ' r'Ta; TI fn's>rmation iTere given is correctly copied from an original ccaificare of death duly filed with me as lc. d Rei;i~tr I TIIr o i~Iral certilicaLe will he tixevarded ro the Stare Viral Records Office for permanent ding. ~VARiVING: It is illegal to duplicate this copy by photostat or photograph. I1•~ fil• This cel ri:icatr, $200 -_ P__ 8 3 9 ~-4-QO ~r>. 21-02-547 .,,OS.,.o R.. vm TrvvvmNL IH PEXYANENI AME BL A[MI C~~~~rar c~~ u.11 C COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH X Earl E. Copenhaver -- sE. sac Ec $ER o„-E y, '- ~- ----- 883 c . m,wan uNDERI YEAR urwFal Da DATk ove RrH $I r c GLALF (Y DMreN 172 O1 7 ~_ •r w~ ,~~3 00 M«,rnF ~: _ ricer. Yw,.F M~rr u .. n '_ _ _ 1 rm 88 VrF ~ HOSPi U E - -. 6/15/13 ebanon pA .„[,~ EwDNR..mGM DGL] ,m• *s~ cpuNrv pF DeaH cm BORO,rwp OFDGTN fAC Lnv E °v0• ~ 1~ .m on.J e.•eel an VqS DECEDFMOfNSM KOR Cumberland EASt Pennsboro "J vo® w.7r roYNDUOen, RA ryl °` • w. E _ 05 1 T A M..un. r,,.,,,R,.'„''«[ white _DSCEDEHrsuswLOCCUVagN MxDpFeuswessnHDUSrnv ea. OI Ic„...,ea...E awew ~ IwsD cEOENrF Rm c oExr' EDUCAr~ox sraus.u nF ~ a.mrxny M..m.N.[. ~,~1 us .wMEDFD sr "A".I~u.rrRU wm:b'° suRVwINOSVnYSE - clerY. m.^ wf~ E«R..urvrs~°"aa.we° `.~«.,.° "•oar..,lsp«ro ~a ,. .r,.,urr„I cstal service D,n 5., oELFOENi'SMAIIINGAWRE$$ryraw, Ciryrtp.n, yy lp Cpe+, DELEOENi'S ' I YI CI(]Wr(3 I$ ACTUAL 1]!slNs 325 Wesley Drive RESrDFNCE -pA--- ._DM ,m.Cl}m..Mroro„.INroN Lower Allen __ Mechanicsburg, pA 1 705 ° °^~ °a~ MwN --~--~ ,A Im. cYm -._CUIDber_land__ "•"a°°) Ize.O ~.[~a,MF10..a FRNERSM F i. y.Mgou. onl ~ ~ Wi i~iam Copenhaver ____ _ [ ~u MOTNER'sH MF,fvy Mgde, McLLn3«namel IHFDRMANT'$MYE Ir P,.m, ~ 1E. Efhia Shue 30. Jane F ~emi ng INFdiM,NT SMAILIrq,DOIIE$$ISr•«.Gry/W.n. EYN. zNCme, ----- METNODOF p5V05 1 TI O H zas.7fi7 Rl (j(1 EL r l ~ ,_$jj [ DAIEUF DISPoSITIgV I[ ~] ~ y LnrnFrvw rJ R•mpYlrom Sr.NC IMmIn.Ow. Nal PLACE Cf DISpO$ITID ~NUn•aCmulFry, Lrunabry LOLEIION-CnYlr.'.wL SIN•. I'9 «plNr PMa a„,.r«„LJ p E _ ~ Nr Pac • E'•' 1 ~"` -- FA~ 29,2002 p }~~yw'~ E,l~y 1r!`n111 Rg G•{ee(1 CQ~teO.L. ' SIGNALURE OGFVNE r Al1En 'IWp ML$ERVILELICEN$EE ORIER$PV ALLING A$SUC PA T'O • // N LILENSENVYBER a. ~ uE ANDMDPESSCi FACRIiY Y.~Ky . _ _ Em. 011667 L zZ1 8 Market Pla c«.ol.l m.PH~a:: T, za Way il'~al INYR 0.YNOFan V n i n 6 " • e rMrme. CaN plea srN•a 1 a ISy'ialua Wl1YI LKEN Y`N [su..dmnn r' o16 E NVMOEP [.~~ p ~A-fi z[.xm.Ywampl.lsev nueof oeaN z° DATE PRprvourvccDDFADIMd.m. wv. war, ~ ' ><' ' parron«bpromrrcu4NX. /r /i SGSE RFFENRED TOMEDIL.LL EMAMINERKORONFR) 17 z•. p n. MRLI: Fm.r ln.aa.a...m n. ~d w. roL~ Nn[w[ .mPE[.Ilae.nNn m • _.. ^ e ~ a...cll,. p..ln rlN.mw ^ ~ of Lwonryoru.auron•WrFry • uv nv.+ 1 i a ~orr•apn~rvvar~esl sbcEarnaanraJ , w muN Npi rl'. pin. • i ~ rupnihemm.qunemmr~Wluq, ,InwvYMMrn Naue, a0.uX. Wl IYYEp1lE<AY$E IF.rw rl u urlbrlprg[a,wpvanMPµ}I. rumNW0.•Yr yn n'uavvconalm r ,.aWlnl,na.aro--~ ._ e~h1D.tE ore I ~`~ h.a d ----._.. ,Uoi~ DUEro1GR AS causECUENCE Oir' _-.-_-'"----_.-_ __-_-.--~-.__ ~~s2 _ ..__. s.Y,... aw Ya„a NR. __-. __ _- ° TNN.F.ulgMmmroMr. .aw E.«uxDExrYro DuErogR.s>corvseouErvcE OH-'. .___.. __-__. _.-_ ...[~._,_ Phh.3~ Pn>. hvE ~ ~ 1 0- _ __ CAUSE DweYV nMry I ~ r " • I • __ ~ xa rwal[aevani _ ___ DVF iOlIX115ACON5E0UENCE Of) - ~- - -~ ' un • _ ___ a vpnuanllAeL PNFANYIILPSY U _ ____ wEREANOP5YFH101N0S YµNER Ci CEATN - -~ - - '-- '--' U RRFMYEOi wW LABLE PPICq 10 EOi IN. NY TIME Of WVRY ~ NJVRVRµVNx) pE5Cq 0E NO .v VNI PV pCLVNXEO. rM LCMPLETgNCf LAUSE 'n' Yw"rV CF CEATxI vY /'_' (.j N .YY NomeW A`['a•n L] Pant lq mace ryam [] rJ NoJ Y•a ^ Nof~,° v. ^ W ^ Suea CI CwJm MJNarrnreJ ~~ '~ FIN .. M.. M. ] . ~ o M[a lcCAi OH 5 ]Y. 1 3.0. 33. ]0. p. la' S ~I rm.• Iory. IV Slv - - _ __.... CEMIF ER Cncxm ~ Yr+wl ~. IN 'CERlIFY1NO pHYSICAX Y~vv+r eer G RE µ O f E iER Lo N.4N ermY EmvIMW 0.nlrx I 1 NI .. L.I \L /~ ~ 1 `~ IRONOVNC HG /.ND[ERr1FY1HOIMS CF NV'IM'S¢rirt r E EU IM -~ mne e.Ne mYxxo..ea•a.em« m.rm•.an ~PI •.an~n. •N•b•V m...[r...u .a _. _. ~q OVIIJLL L Z92~.._ AME µOAODRES 6GEHSO ' ~ L N wryO COMPLEIEUCAV OEn MEO GLEEA NENCOROHER I,nx ll, ryLN«p Tx rN • entl/ n n [u, m"nnerryF. ar~eV I n a I arlgara mY P E • rlNe ImA U. /~«L•/ _~ P -/'/JJf/r/'' .... • • •lo .... u ... 7 .Nal.n lr. . . .... I. / r PEGS HS E ONUMBR _ __ _ r ! 9 /. ~r ~r r0 , _ - //// /~ / S -Y I E D morn Ma "- Q~E P L `L ~ N ~ k2 1~1 /~ - °~l OL. /iP dL~P.L LAST WILL AND TESTAMENT 21-02-547 I, Earl E. Copenhaver, of the Borough of Camp Hill, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make and publish this my Last Will and Testament, hereby revoking and making void any and all wills heretofore made by me. FIRST: I give and bequeath the sum of $1000.00 to Mr. And Mrs. William J. Diehl or the survivor of them. SECOND: I give devise and bequeath all the rest of my estate, real, personal or mixed of whatsoever kind and wheresoever situate to be divided into ten shares which shall be distributed in the following manner. Grace C. Spier (sister) 3 and 1/3 shazes The Woods at Cedar Run 824 Lisburn Road Camp Hill, PA 17011 2. Judy C. Meck (niece) 1 share 229 Hogstown Road Mechanicsburg, PA 17055-3119 3. Jane C. Fleming (niece) 1 share 267 Ridge Hill Road Mechanicsburg, PA 1 705 5-1 749 4. Warren Copenhaver (nephew) 1 share 859 Cazdinal Lane Lewisberry, PA 17339 5. Carl Copenhaver (nephew) 1 shaze R D 1 Box 216 Marysville, PA 17053-9519 6. David Spier (nephew) '/z share 889 LaRue Road Clifton Springs, NY 14432 7. Janet B. Ross (sister-in-law) 213 shaze 550 Rudley Road Camp Hill, PA I7011 8. St. Pau('s U. C. C. 1 share 626 Williams Grove Road Mechanicsburg, PA 17055-7510 9. Bethany Village '/z shaze c/o Caze Assurance Endowment Fund 325 Wesley Drive Mechanicsburg, PA 17055 10 shazes THIRD: All transfer inheritance or estate taxes on property passing under this my Last Will and Testament shall be paid out of the principal of my estate to the same effect as if said taxes were expenses of administration. FOURTH: This Will consists of three (3) pages. FIFTH: I hereby nominate, constitute and appoint David Fleming as Executor of this my Last Will and Testament, and if he be deceased or unable to serve, then I nominate, constitute Robert J. Trace to be the Executor of this my Last Will And Testament. SIXTH: (a). I authorize and empower my Executor, for [he payment of debts or for any purpose of administration or distribution, at any time within two years from the date of my death, to sell all or any of my real estate, at public or priva[e sale, for such prices and upon such terms as to cash and credit as he may deem best, and to execute deeds of conveyance thereof, without liability on the part of the purchasers to see to the application of the purchase moneys. This power shall not be construed to work a conversion of my real estate, unless and until the power is actually exercised, nor shall this power be construed to extend the lien of debts. (bj. I authorize my Executor to retain ali stocks, bonds and other instruments made by me for distribution in kind, or in his discretion to sell and transfer the same, either in person or by attorney, without iiability on the part of the purchasers to see to the application of the purchase moneys. IN WITNESS WHEREOF, 1 have hereunto set my hand and seal this 8 ~~' day of January, ?U02 Signed, sealed, published and declared by the Testator above named, as and for his Last Will and Testament, in the presence of us who have hereunto at his request sub- scribed our names in his presence and in the presence of each other as witnesses bereft. ~~~ f ~- c-~~~-~ ~ ---~--_ _-SEAL COMMONWEALTH OF PENNSYLVANIA COUNTY" OF CUMt3EKLANU WE, EARL E. COPENHAVER Susan T. Newton .and Margaret B. Trace ,The Testator and the witnesses, respectivel}, Gvhose names are signed to the attached or foregoing instrument, being duly sworn, do hereby declare to the undersigned authority that the Testat or signed and executed the instrument as his Last Will and Testament and That he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the 7cstat or signed the Wilf as a witness and that to the best of his or her knowledge, the Testator was at that eighteen (1 R) years of age or older, of sound mind and under no constraint or undue. influence, and I. the said Testat. or do hereby acknowledge that 1 sigrcd and executed the instnnnent as my Last Will and Testament, that 1 signed it willingly, and that I signed it as my free and vohmtan act for the purposes therein expressed. Testat p r ,~ ~ . ~~ witness ~,~~wS ..A< h W 1 t17C$' Subscribed, sworn to and acknowledged before me by Fare F. Cop ^hayEr the Testat or and subscribed and sworn to before me b_v Susan__T___nietcr.nn ~ Margaret B. Trace w!messcs_ this 8th day of J_anuary___ ,.4.U 20 p2, NOTggIA'~_ `-7 T FpGr`S~l HiH. ~:rn,berlR~ Notary ssin...- and Cn COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE flEV-1162 EXI11-961 BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 ~128~0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 001545 TRACE ROBERT J 331 N 28TH ST CAMP HILL, PA 17011 ACN ASSESSMENT AMOUNT CONTROL _______ ,old NUMBER TOTAL AMOUNT PAID: REMARKS: ROBERT TRACE CHECK#110 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS 560,543.00 MARY C. LEWIS REGISTER OF WILLS CERTIFICATION OF NOTICE UNDER RULE 5.6 a Name o f Decedent : ; ~,q,2 r ~. L'v PENi,,~ vice Date of Death: /'?,q v ~ 3, ~vo o -Y Will No. ~/-02-5 'f-7 nd-=- ~~ eiv. To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court 'Rules was served on or mailed to the following beneficiaries of the above-captioned estate on .TUtY /2 .00.2 Name William J. Diehl 2706 harvard Ave Camp Hill, PA 17011 Grace C. Spier 824 Lisburn Rd. Camp Hill PA 17011 Judy C. Meck 229 Hogestown Rd. Mechanicsburg, Pq 17050 Jane~,Fleming 267 Rid e B Hill Rd. Mechanicsburg, pA 17050 Warr n Copenhaver 859 Cardinal Lane Lewisberry, pA 17339 Carl Copenhaver R D 1 Box 216 Marrysville, PA 17053 I David Spier 889 LaRue Rd. Clifton Springs. NY 14432 - Janet B, Ross 550 Rupley Rd. Camp Hill, Pq 17011 Address all persons entitled thereto under NON F Si na ure Name ?6ri~r Cj, /~,ac~ Address 3,3i ~/, ~ g ~? S x C1.aFip l~~<c, ~il ~ 70 ~~ Telephone (7/71 `737 _ 7a-~/ Capacity: Personal Representative Counsel for personal representative COMMONWEALTH OF PENNSVLVAKIA DEPARTMENT OF REVENUE REV-1162 EX~11-96) BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 ]t 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 002082 TRACE ROBERT J 331 N 28TH ST CAMP HILL, PA 17011 ACN ASSESSMENT AMOUNT CONTROL _____ lo,a NUMBER TOTAL AMOUNT PAID: 520,089.95 REMARKS: ROBERT J TRACE CHECK#114 INITIALS: AC SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND J u' David Fleming being duly sworn according to law, deposes and says }hat he i a 1-ha ___ Executor of +he Es+a+e of Earl E. Copenhaver ------ late of _-Lower. Allen Township - --_, Cumberland Coun+y, Pa., deceased and that the within is an inventory made by _ hlm Executor of the entire estate of said deceden}, consistin of all the ~ the said the Commonwealth of Pennsylvania, and that }he figures opposite each2item of +hel Inventoryxrepresen+e+~s fairuvalue as of the date of deceden}'s dea+h. Sworn to and subscribed before me, r ____ ` onc.w"'1 zy~ ~~ 2003 ~~~~ IAI S AI ° P MARGAHFY T FOSTER, Notary Public C~irp RJI Cumberlantl County IvYy Gomntisslon.Expire§ Qec. 27,_20x? E:ecufor --RdmyrfY}rpfo _267 R;ri~rte Hi 1 i Road Mechanicsburg, PA 17055-3119 Address Da+e of Dea+h ___ 73rd_ May 2002 Dey Month Yeer INSTRUCTIONS I. An inventory mus+ be filed within three moreths after appointmen+ of personal representative. 2. A supplement inventory mus} be filed wi}hire +hirfy days of discovery of additional assets. 3. Additional sheets may be a+}ached as to personalty or realty 4. $ee Arfiele IV, Fiduciaries Ac} of 1949. P .ti a, ~ 0 r No I .y N 1 ` o Z i ~ O ~ W 1 I Z W ~ LL o ~ a S ~ J Z O "' d F ~ W J sQ d' O Z Q L O a w ~ z a ~ U W a ~ Wi m ~ E°. ~ a N .~ .-1 ~ sa w ~ i-+ m d o ni n. ~. o ~ c I N 0 '0 a m i ~ _ ° `w I .n m ~ U m lL °o m w v u ro s, H m h „a L Inventory of the real and personal estate of EARL E. COPENHAVER deceased 1. 2701 Yale Ave., Camp Hill, PA 2. Stocks and Bonds 3 Cash, Bank Deposits, Per. Property 4. ]nter-vivos Trans. & Misc Non-probate Property 13,000`00 81,611 48 58,578 42 345 00 TOTAL 653,53490 t REV-l500 EX (6-00) COMMONWEALTH OF PENNSYlVI\Nl1\ DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY '- w ,.., "'~!2 U"5o! ~o~ ufa) ~ FILE NUMBER --.2L - _Q2. ~547_ __ COUNTY CODE YEAR NUMBER I- Z W o w (J w o DECEDENTS NAME (lAST, FIRST, AND MIDDLE INITIAL) N AVER EARL E. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) May 23, 2002 June 15, 1913 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) None SOCIAL SECURITY NUMBER 172 01 8837 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [X] 1. Original Return o 4. Limited Estate [iJ 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received o 2. ~upplemental Return o 48. Future Interest Compromise (date ofdeath aftor 12-12-82) o 7. Decedent Maintained a living Trust (AtlachcopyofTNSI) o 10. Spousal Poverty Credit (date of death ~tween 12.31.9111nd 1-1-95) o 3. Remainder Return {Ila\e tA Oelltll p!\of \0 12.13-a2) o 5. Federal Estate Tax Return Required .Q... 8. Total Number of Safe Deposit Boxes o 11. ElectiontotaxunderSec~ 9113(A) {A_"" 01 .... z w c z o .. Ul W .. .. o u NAME Robert J. Trace COMPLETE MAILING ADDRESS 331 North 28th Stre~t Camp Hill, PA. 17011 FIRM NAME (If Applicable) TELEPHONE NUMBER (717) 737-9581 (1) (2) (3) (4) (5) 113,000.00 81, 611.48 OFFICIA,L USE ONLY z o ~ ::::l l- ii: <C (J w D:: 1. Reel Estata (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank DeposilS & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-VIVOS Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Aneta (total Lines 1-7) 9. Funeral ExpenSes & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Une 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to lax has nol been made (Schedule J) (11) 79,362.75 (12) 863,724.15 (13) 129,558.63 (14) 734,165.52 748,130.42 (6) (7) 345.00 (8) 943,086.90 (9) 78,853.50 509.25 (10) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPliCABLE RATES z o ~ I-' ::::l a.. :::E o (J ~ 15. Amount of Une 14 taxable at the spousal tax rate, Of tral'\Sfers under Sec. 9116 (a)(1.2) x.o_ (15) x.o_ (16) x .12 (17) ~4.'i4R.q7 x .15 (18) 66,961.13 (19) 101,510.10 16. Amount of Une 14 taxable at tineal rate 17. Amount of Une 14 taxable at sibling rate 287,908.07 446,407.51 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 200 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERP"YMENT Decedent's Complete Address: STREET ADDRESS 325 Weslev Drive CI1Y Mechanicsbura I STATE I ZIP PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPaymenls A. Spousal Poverty Credit B. Prior Payments C. Discount {~ 101,510. 10 77,543.00 3.877.1 "i Total Credits (A+ B + C) (2)$ 81,420.15 3. InteresVPenalty if applicable D.lnterest E. Penalty TotallnteresVPenaity ( 0 + E ) (3) 4. If Line 21s greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) $ 2 0 . 089.95 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) $ 20, 089 . 95 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income o!the property transferr.d;.........'................................................................................. 0 ~ b. retain the right to d.signate who shall use the prop.rty transferred or its income; ............................................ 0 I&J c. retain a reversionary interest; or.......................................................................................................................... 0 !1g d. receive the promise ror Ufe of either payments, benefits or care? ...................................................................... 0 E15l 2. if death occurred after December 12,1982, did decedent transfer property within one year of death without r.ceiving ad.quate consideration? .............................................................................................................. 0 IKI 3. Did decedent own an "in trust fo~ or payabie upon death bank account or s.curity at his or her death? .............. 0 ~ 4. Did decedent own an Individuai Retir.ment Account. annuity, or other non-probate property which contains a benefICiary designation? ........................................................................................................................ 0 ~ IF THE ANSWER T() ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. DATE _ ').. 4- oJ> SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS For dates of death on or after Juiy 1, 1994 and before January 1, 1995, the tax rate impos.d on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)). For dates of death on or aft.r January 1, 1995. the tax rate imposed on th. net vaiue of tr.nsfers to or for the us. of the survivin9 spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii] The statute does not exemot 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 the surviving spouse is the only beneficiary. For dates of death on or after Juiy 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 parer or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)J. The tax rate impos.d on the net value of transfers to or for the use o'the decedent's lineai ben.fidaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)J. ~ The tax rate imposed on the net value of transfers to or for the use of the decedent's siblin9s is 12% [72 P.S. ~9116(a)(1.3)J. A sibling is defined, under Section 9102, as: individual who has at least one parent in common with the decedent, *hether by blood or adoption. REV.'ED2 EX+ 16'9*- COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF Earl E. Copenhaver FILE NUMBER 21-02-0547 All real property owned solely or 81 a tenant In common must be reported at fair mafket value. Fair market value is defined as the 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 survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 2701 Yale Ave., Camp Hill, PA 17011 VALUE AT DATE OF DEATH 113,000.00 \ TOTAL (.>Jso enter on line " Recapitulation) $ Of more space is needed, Insert additional sheets of the same size) 113,000.00 . (L1 THIS DEED, Parcel No. 01-22-0533-051 Made the ;)')#, day of June, 2002 BETWEEN DAVID FLEMING, EXECUTOR OF TIlE ESTATE OF EARL E. COPENHAVER, DECEASED, GRANTOR, PARTY OF TIlE FIRST PART, AND MICHAEL C. KISE and KELLY L. KISE, husband and wife, GRANTEES, PARTIES OF THE SECOND PART, WHEREAS, the said Earl E. Copenhaver, in his lifetime, and at the time of his death was the legal owner of a certain property described her~in; and WHEREAS, the said Earl E. Copenhaver, died, testate, on May 23, 2002, and at that time was a widower; and WHEREAS, David Fleming was appointed the Executor of the Estate of Earl E. Copenhaver, as set forth in the Last Will and Testament of Earl E. Copenhaver, dated January 8, 2002 and probated at No. 2002-00547, and wherein and whereby said premises hereinafter described were not specifically devised. NOW THIS INDENTURE WITNESSETH; That the said David Fleming, Executor of the Estate of Earl E. Copenhaver, as aforesaid, for and in consideration of the sum of One Hundred Thirteen Thousand and OO/lOO---($113,OOO.OO)---Dollars, lawful money of the United States, to it well and truly paid, at and before the sealing and delivery hereof, the receipt of which is hereby acknowledged, by virtue of the power granted by law, has granted, bargained, sold aliened, released and confirmed, and by these presents do grant, bargain, sell, alien, release and confirm unto the said Grantees, their heirs, executors and assigns, ALL THAT CERTAIN tract of land situate in the Borough of Camp Hill, Cumberland County, Pennsylvania, more particularly described as follows, to wit: BEGINNING at a stake on the western side of Deanhurst Avenue at the northern line of Lot No. 266; thence .southwestwardly along the northern line of said Lot one hundred thirty-eight and fifty- one hundredths (138.51) feet to a stake on the eastern line of said Lot No. 261; thence northwardly by the eastern line of said lot one hundred nineteen and ninety-three hundredths (119.93) feet to , . a point on the southern side of Yale Avenue; thence eastwardly by the southern side of said avenue curving to the right, thirty-nine and ninety hundredths (39.90) feet to a stake; thence by the same and further curving to the right, one hundred three and thirty-eight hundredths (103.38) feet to a stake in the line of Deanhurst A venue; thence southwardly by a curve to the right along the western line of said Deanhurst Avenue, thirty-six and thirty-four hundredths (36.34) feet to the northern line of Lot No. 266, and the place of BEGINNING. BEING Lot No. 265 on the Plan of Lots known as Chartiers Place, said plan being in the Recorder's Office at Carlisle, Pennsylvania, in Plan Book 2, Page 69. UNDER AND SUBJECT, NEVERTHELESS, to the covenants and conditions as stated in Deed Book 13-M, Page 207 and to all easements, restrictions, encumbrances and other matters of record or that which a physical inspection or survey of the premises would reveal. BEING the same premises which Central Trust Company, et al, by Deed dated April I, 1947 and recorded April 8, 1947 in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania in Deed Book 13-M, Page 207, granted and conveyed unto Earl E. Copenhaver and Katherine R. Copenhaver, his wife. The said Katherine R. Copenhaver died August 27,2001, vesting sole ownership in Earl E. Copenhaver. TOGETHER with all and singular the ways, waters, water courses, rights, liberties, privileges, hereditaments and appurtenances whatsoever thereunto belonging, or in anywise appertaining, and the reversions and remainders, rents, issues and profits thereof; and also all the estate, right, title, interest, use, trust, property, possession, claim and demand whatsoever of the said Earl E. Copenhaver, in his lifetime, and immediately before the time of his death, in law, equity, or otherwise, howsoever, of, in, to, or out of the same. TO HAVE AND TO HOLD the said hereditaments and premises hereby granted and released, or mentioned and intended so to be, with the appurtenances, unto the said Grantees, their heirs and assigns, to and for the only proper use and behoof of the said heirs and assigns, forever. AND the said David Fleming, Executor of the Estate of Earl E. Copenhaver and his heirs, executors and administrators, do covenant, promise and agree, to and with the Grantees, their heirs and assigns, that the said David Fleming, has not done, committed, or knowingly, or willingly suffered to be done or committed, any act, matter or thing whatsoever whereby the premises hereby granted, or any part thereof, is, are, shall or may be impeached, charged or incumbered, in title, charge, estate or otherwise howsoever. .. IN WITNESS WHEREOF, The said David Fleming, Executor of the Estate of Earl E. Copenhaver, hereunto sets his hand and seal the day and year first above written. IN THE PRESENCE OF: \a~ (2~47 I hereby certify that the precise address of the grantee herein is: :J/ltJ/ !Jtklc ~- ~ 1-1/11 'lOA / 7D 1/ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CWn herft/A1..ci ) : ss. ) tI1 ~ On this the J1 day 0 , 2002 , before me, a notary public, the undersigned officer, personally appeare David F1eming, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he/she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. Notarial Seal Susanne K. Slither, Notary Public Camp Hill Boro, Cumberland County My Commission Expires Aug. 25, 2005 Membef, PennsylvanlaAssoclaUoool Notaries ~K~ / Notary Public . - SETTLEMENT STATEMENT KISE.M I 4661045 8. MORTGAGE INS CASE NUMBER: OLD MORTGAGE INS CASE NUMBER: 800/FI7.625% SKS C. NOTE: This form is fUr;:Jshed" to givo ~U 8 st~tement of ~ctual settlement costs. Amounts paid to and by the settlement agent are shown. Items mark~d TPOCj were paid outside the closmg: they arB shown here for infonnational purposes and a,., not included in the totals. D. NAME AND ADDRESS OF BORROWER: 1.0 3198 fKISE,M.PFOIKrsE.MJ11j E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: MICHAEL C. KISE and ESTATE OF EARL E. COPENHAVER WASHINGTON MUTUAL BANK, FA KELLY L. KISE 7757 BAYBERRY ROAD -1ST FLOOR 2701 YALE AVENUE JACKSONVILLE, FL 32256 CAMP Hill, PA 17011 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25-1857112 I. SETTLEMENT DATE: 2701 YALE AVENUE Midstate Abstract Company CAMP HILL, PA 17011 CUMBERLAND County, Pennsylvania June 27, 2002 PLACE OF SETTLEMENT 2331 Market Slreet Camp Hill, PA 17011 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER: 101. Contract Sales Price 113,000.00 401. Contract Sales Price 113,000.00 102. Personal Pro;;e;;;;- 402. Personal Prooertv 103. Settlement Charnesto Borrower ILine 1400\ 4613.62 403. 104. 404. 105. 405. Adiustments For Items Paid Bv Saller in advance Adjustments For Items Paid Bit Seller in advance 106. CilvITown Taxes to 406. CitVITown Taxes to 107. CourltVTaxes 06/27/02 to 01/01/03 250.59 407. Countv Taxes 06/27/02 to 01/01/03 250.59 '\08. School Taxes 06127/02 to 07/01/02 12.89 408. School Taxes 06/27/02 to 07/01/02 12.89 109. SEWER PRORATION 06/27/02 to 07/01/02 1.33 409. SEWER PRORATION 08/27/02 to 07/01/02 1.33 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 117,878.43 420. GROSS AMOUNT DUE TO SELLER 113,264.61 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Denosit or eamest monev 1 000.00 501. Excess Denoslt 'See Instructions) 202. Princinal Amount of New Loanls1 113 000.00 502. Settlement Charnasto Saller lLine 1400 8,960.00 203. Existinn loan/s' taken subject to 503. Existinn loan(s\ taken subiect to 204. 504. Payoff of first Mort9age 205. 505. Pavoff of second Mort aae 206. 506. 207. 507 :t"Deoosit disb. as oroceedS\ 208. 508. 209. 509. Ad.ustments For Items Unnaid Bv Seller Adiustments For Items Unosid Bv Seller 210. Citvrrown Taxes to 510. CitVrrown Taxas to 211. Coun"'Taxes to 511. CouiliV Taxas to 212. School Taxes to 512. School Taxes to 213. 513. 214. 514. 215. 515. 216. 51S. 217. 517. 21S. 516. 219. 519. 220. TOTAL PA/D BY/FOR BORROWER 114,000.00 520. TOTAL REDUCT/ON AMOUNT DUE SELLER 6,960.00 300. CASH AT SETTLEMENT FROMITO BORROWER: SOO, CASH AT SETTLEMENT TO/FROM SELLER: 301. Gross Amount Due From Borrower ILine 120) 117 878.43 601. Gross Amount Due To Sellar iLine 420\ 113,264.81 302. Less Amount Paid BvlFor Borrower (LIne 220) ( 114,000.00) 602. Le.s Reductions Oua Seller (Line 520\ ( 8.960.00 303. CASH ( X FROM)( TO) BORROWER 3,876.43 603. CASH ( X TO) ( FROM) SELLER 104,304.81 The unde~igned hereby acknowledge receipt of a completed copy of pages 1 &2 of this. statement & any attachments referred 10 herein. Borrower a' Soller <?rr .e-c .. A OF~~.~ " 700. TOTA1. COMMISSION Based on Price ----.., $ 113,000.00 ((j) 6.5000 % 7,345.00 PAlO FROM PAIDFRQf.I Division of Commission fline 700) as FoJJows: BORROWER'S SELLER'S 701. $ 3,697.50 to C21 PISCIONERI FUNDS AT FUNDS AT 702. $ 3,647.50 to THE HOMESTEAD GROUP, INC. SETTLEMENT SETTLEMENT 703. Commission Paid at Settlement 7,345.00 704. to 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Oriaination Fee % to 802. Loan Discount % to 803: Appraisal Fee to JOHN A HILES POC $275.00b 804. Credit Report to 805. REAL ESTATE TAX SERVICE FEE to TRANSAMERICA 81.00 806. ADMINISTRATIVE FEE to WASHINGTON MUTUAL BANK, FA 295.00 807. COURIER FEE to UNITED PARCEL SERVICE POC $5.50broker 808. FLOOD CERTIFICATION FEE to TRANSAMERICA POC $8.75broker 809. UNDERWRITING FEE to WASHINGTON MUTUAL BANK, FA 150.00 810. BROKER PAYMENT to PENN MORTGAGE POC $1 ,856.59L 811. PROCESSING FEE to PENN MORTGAGE 125.00 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From 06/27/02 to 07/01/02 @ $ /day ( 4 days %) 94.44 902. Mortaaoe Insurance Premium for months to 903. Hazard Insurance Premium for 1.0 vears to 904. 905. 1000. RESERVES DEPOSITED WtTH LENDER 1001. Hazard Insurance 3.000 months lfi! $ 30.00 Def month 90.00 1002. Mortoaqe Insurance months @ $ Der month 1003. CitvlTown Taxes months {(j) $ oef month 1004. County Taxes 5.000 months (Q) $ 39.73 oer month 198.65 1005. School Taxes 13.000 months @ $ 96.05 per month 1,248.65 1006. months {(j) $ oer month 1007. months tal. $ oef month 1008. AGGREGATE ADJUSTMENT months {(j) $ per month -218.87 1100. TITLE CHARGES 1101. Settlement or Closina Fee to 1102. Abstract or Title Search to 1103. Title Examination to 1104. Title Insurance Binder to 1105. Document Preparation to MIOSTATE ABSTRACT CO. DEED PREP 125.00 1106. ClosinQ Service Letter to Midstate Abstract Company 35.00 1107. Attorney's Fees to {includes above item numbers: I 1108. Title Insurance to MIDSTATE ABSTRACT 923.75 (inc/udes above/tern numbers.1 102, 1103 & 1104 I 1109. Lender's Coverage $ 113,000.00 1110. Owner's Coverage $ 113,000.00 923.75 1111. Endorsements 100,300,8.1 to Midstate Abstract Company 150.00 1112. Notary Fee to Cash 10.00 1113. Notary Fee to Cash 5.00 1114. SERVICE FEE to CENTURY 21 PISCIONERI 195.00 1115. TRANSACTION FEE to THE HOMESTEAD GROUP, INC. 100.00 1116. 1117. OVERNIGHT LOAN DOCUMENTS to Midstate Abstract Company 15.00 1118. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees: Deed $ 28.50; Mortgage $ 52.50; Releases $ 81.00 1202. Citv/CounlV Tax/Stamos: Deed 1,130.00' Mortaaae 1,130.00 1203. State Tax/StamDs: Revenue Stamps 1,130.00; Mortaaae 1,130.00 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey to 1302. Pest Inspection to BIECHLER & TillERY, INC 45.00 1303. STRUCTURAL INSPECTION to BIECHLER & TILLERY INC. 100.00 1304. STRUCTURAL RE-INSPECTION to BIECHLER & TILLERY, INC. 60.00 1305. SEWER -7/1 THRU 12/31/02 to CAMP HILL BOROUGH ACCT. 537 60.00 1400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Section Kl 4,613.6;! 8,960.00 By ","""". 1 Of~"'~"n""t.~''',"''o"'''ckn'''edg.'''''i,tof.'''mp''''d,,,pyofp.g.2or~i'two,.g"ta~ ~ Midstatl!rAbstract Company Settlement Agent Certified to be a true copy. REV-1503 EX+ (6-98) ~~ftJ} COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Earl E. Copenhaver FILE NUMBER 21-02-0547 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 4. 1664 shares Verizon-common stock @ 43.64 VALUE AT DATE OF DEATH 6268.80 1981.72 744.00 72,616.96 DESCRIPTION 480 shares American Telephone and Telegraph-common stock @ 13.06 2. 412 shares Lucent Technologies-common stock@4.81 20 shares National Cash Register-common stock @ 37.20 3. values are the mean of the highest and lowest quoted selling prices of May 23, 2002 shares (date of death) TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 81,611.48 Historical Prices "YXHoOIFlNANcE~ Page I of I Search - Finance Home - Yahoo! - Help Historical Prices - T (AT&T Corp) As of 23-May-02 More Info: Quote I Chart I News I Profile I Research I SEC I Msgs I Profile Month Day Year (!) Daily Start: 23 02 Weekly Monthly End: 23 02 Dividends Ticker Symbol: t Date Open High Low Close Volume Adj. Close* 23-May-02 12.97 13.14 12.85 13.14 13,932,400 13.09 Download Spreadsheet Format * adjusted for dividends and splits, please see FAQ. .9f? 7 / (/ / )* 0 5' ) /h'l.R.AL ." Questions or Comments? Copyright@2002 Yahoo! Inc. All rights reserved.Privacv POlicv. - Terms of Service Historical chart data and daily updates provided by CommoditY Systems. Inc. lCSn. Data and information is provided for informational purposes only, and is not intended for trading purposes. Neither Yahoo nor any of its data or content providers (such as CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. http://table.finance.yahoo.comld?a=5&b=23&c=02&d=5&e=23&f=02&g=d&s=t 7/5/2002 Hist~rical Prices Page 1 of 1 ~!FlNANCE W Search - Finance Home - Yahool- ~ Historical Prices - LU (Lucent Technologies Inc) As of 23-May-02 More Info: Quote I Chart I News I Profile I Research I SEC I Msgs I Profile Month Day Year (~, Daily Start: May 23 02 Weekly May Monthly End: 23 02 Dividends Ticker Symbol: lu Gel Data I Date Open High Low Close Volume Adj. Close* 23-May-02 4.82 4.84 4.69 4.80 14,648,400 3.92 Download Spreadsheet Format · adjusted for dividends and splits, nlease see F AQ. /J1~ t7 iJ ~ I Questions or Comments? Copyright@2002 Yahoo! Inc. All rights reserved.Privacv Policv - Terms of Service Historical chart data and daily updates provided by Commodity Systems. Inc. ecsn. Data and information is provided for informational purposes only, and is not intended for trading purposes. Neither Yahoo nor any of its data or content providers (such as CSI) shall be liable for any errors or delays in the content. or for any actions taken in reliance thereon. http://table.finance.yahoo.com/d?a=5&b=23&c=02&d=5&e=23&f=02&g=d&s=Iu 7/5/2002 Historical Prices "b;HoO!FlNANCE.w Page I ofl Search - Finance Home - Yahoo! - HelD Historical Prices - NCR (NCR Corp) As of 23-May-02 More Info: Quote I Chart I News I Profile I Research I SEC I Msqs I Profile Month Day Year (~> Daily Start: May 23 02 Weekly May Monthly End: 23 02 Dividends Ticker Symbol: ncr Get Data I Date Open High Low Close Volume Adj. Close* 23-May-02 37.28 37.82 36.97 37.12 579,800 37.12 Download Spreadsheet Format * adjusted for dividends and splits, please see FAQ. Aren't life's little Mom State Farm is Here fo Your Family. STAn fAIM A INSUIANCI '2J Questions or Comments? Copyright@2002 Yahoo! Inc. All rights reselVed.Priv8cv Policy - Terms of Service Historical chart data and daily updates provided by Commodity SYstems. Inc. (CSI). Data and information is provided for informational purposes only, and is not intended for trading purposes. Neither Yahoo nor any of its data or content providers (such as CSI) shall be liable for any eITOrs or delays in the content, or for any actions taken in reliance thereon. //1 LLa>7/' ~ :17-20 http://table.finance.yahoo.comld?a=5&b=23&c=02&d=5&e=23&f=02&g=d&s=ncr 7/5/2002 Historical Prices Page I of I "b;EIoO!FlNANCE W Search - Finance Home - Yahoo! - !:!!lli! Historical Prices - VZ (Verizon Communications) As of 23-May-02 More Info: Quote I Chart I News I Profile I Research I SEC I Msgs I Profile Month Day Year '!) Daily Start: May 23 02 Weekly May Monthly End: 02 Dividends Ticker Symbol: vz Get Data I Date Open High Low Close Volume ct:!~* 23-May-02 43.10 44.20 42.55 44.18 5,342,700 44.18 Download Spreadsheet Format · adjusted for dividends and splits, please see FAQ. Questions or Comments? Copyright@2002 Yahoollnc. All rights reserved.Privacv Policy - Terms of Service Historical chart data and daily updates provided by Commoditv SYstems, Inc. lGSn. Data and information is provided for informational purposes only, and is not intended for trading purposes. Neither Yahoo nor any of its data or content providers (such as CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. ~ ~ II J ~ '( http://table.finance.yahoo.com/d?a=5&b=23&c=02&d=5&e=23&f=02&g=d&s=vz 7/5/2002 REV-1508 EX+ (6-98) . ~'(.~;~1 (;:....c:.~~..~,)."... .'.".)J.Hlvf' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Earl E. Copemaver FILE NUMBER 21-02-0547 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. Cash accrued interest on above item as of date of death VALUE AT DATE OF DEATH 108.50 8,865.30 2,212.31 7.86 29,249.91 584.44 22,872.28 138.38 34,789.87 448.06 21,901.84 82.81 29,253.38 303.63 12,841.21 100.25 167,286.00 206.10 16,125.59 25.40 1,194.31 .56 2. Allfirst bank checking 0024059293 3. Allfirst bank savings 87004600062752 4. Allfirst Bank CD 8700 810 0105146 accrued interest on above item as of date of death 5. AIlfirst Bank CD 8100061491 accrued interest on above item as of date of death 6. Allfirst Bank CD 800 0161877 accrued interest on above item as of date of death 7. A1lfirst Bank CD 8100026998 accrued interest on above item as of date of death 8. Allfirst Bank CD 810 0105448 accrued interest on above item as of date of death 9. A1lfirst Bank CD 810 0026912 accrued interest on above item as of date of death 10. Belco savings account 765490 accrued interest on above item as of date of death 11. Belco CD 29399 accrued interest on above item as of date of death 12. First Union Savings 3083366453027 accrued interest on above item as of date of death 13. First Union CD 247412050568988 64,491.86 24.60 accrued interest on above itern as of date of death Subtotal 413,114.45 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Earl E. Copenhaver (page 2) FILE NUMBER 21-02-0547 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jolntly.owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 14 First Union CD 247412056196709 accrued interest on above item as of date of death VALUE AT DATE OF DEATH 68,723.93 502.52 3,248.13 16.08 13202.30 3.74 35,322.45 48.63 47835.12 13.33 29,295.38 65.30 440.94 .34 33,490.77 94.12 21762.75 62.39 15 Citizens Bank (Mellon) CD 00844447 accrued interest on above item as of date of death 16 PNC Bank Savings 5130104193 accrued interest on above item as of date of death 17 PNC Bank CD 21001020544 accrued interest on above item as of date of death 18 PNC Bank CD 21001010863 accrued interest on above item as of date of death 19 PNC Bank CD 21001020913 accrued interest on above item as of date of death 20 Waypoint Savings Account 400047573 accrued interest on above item as of date of death 21 Waypoint CD 1058240628 accrued interest on above item as of date of death 22 Waypoint CD 1061263533 accrued interest on above item as of date of death 23 Waypoint CD 0458247262 28,977.65 accrued interest on above item as of date of death 43.27 24 Waypoint CD 2000013026 accrued interest on above item as of date of death 11,162.91 18.07 36,868.48 55.05 331,253.65 25 Waypoint CD 0558235859 accrued interest on above item as of date of death Total. (Carry forward to main schedule) TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98) 0~1~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Earl E. Copenhaver FILE NUMBER 21-02-0547 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTiON 26. Blue Shield - medical reimbursement Lower Allen Twp. ambulance 3/17/02 27. Verizon - refund for telephone service 28. Comm. of PA - 2001 tax refund VALUE AT DATE OF DEATH 38.78 15.42 68.00 1597.91 640.64 62.47 1,339.10 29. US Treasury - OPM Pension annuity payment for May 1 30. Verizon - stock dividend due May 1 31. One Beacon Ins. Co. - Homeowners Ins. refund 32. Bethany Village refund Subtotal 3,762.32 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 7"8,130.42 REV-1510 EX+ (6-98) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Earl E. Copenhaver FILE NUMBER 21-02-0547 This schedule must be completed and filed if the answer 10 any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATll>>ISHIP TO OECEOENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBEF THE DATE OF TRANSFER. ATTACH A copy OF THE DEED FOR REAl ESTATE VALUE OF ASSET INTEREST (IF APPliCABLE) VALUE 1. David A. Spier, nephew 5/17/2002 3,345.00 100 3000 345.0 1995 Chevrolet vin # 1 G1 BL52P4SR179691 TOTAL (Also enter on line 7 Recapitulation) $ 345.0 o o (If more space is needed, insert additional sheets of the same size) Kelley Blue Book Used Car Values - Page I of2 IC.eDeJ' 81ae Book The Trusted Ruoum: kbb,,,,," New Car PrIdng Build a Car IncentIves My Car's Used Car Free PrIce Quote Buy a Used CIH' Sell Your Car MotDrcydes financing I Insura.- ! ....mon Check I Warranties I Accessorlfll Car Reviews I ~~ 'A;;;.;t kbb 1 Homal Wantto know if you're buying a bad car? Click on the image above to visit this advertiser Blue Book Trade-In Report Pennsylvania. July 4, 2002 1995 Chevrolet Caprice Classic Sedan 40 Buy a New,c:ar Buy a Used Car List Your Car For Sale Online Free Lemon Check Financing Ouote Insurance Quote Warranty Quote Payment Calculator Engine: VB 4.3 Liter Trans: Automatic Drive: Rear Wheel Drive Mileage: 25,307 Equipment Air Conditioning Power Steering Power Door Locks Tilt Wheel AM/FM Stereo Dual Front Air Bags ABS (4-Wheel) Consumer Rated Condition: Fair "Fair" condition means that the vehicle probably has some mechanical or cosmetic defects, but is still in safe running condition. The paint, body and/or interior need work to be performed by a professional in order to be sold. The tires need to be replaced. There may be some repairable rust damage. The value of cars in this category may vary widely. A clean title history is assumed. Even after significant reconditioning this vehicle may not qualify for the Blue Book Suggested Retail value. Trade-In Value $3,345 Trade-in value represents what you might expect to receive from a dealer for this consumer owned vehicle. Keep in mind that the dealer must then absorb the cost of making the vehicle ready for sale, advertising, sales commissions, arranging financing and insurance and standing behind the vehicle for any mechanical or safety problems. http://www.kbb.comlkb/ki.dll/kw.kc.ur?kbb;54 7724&;t&278;Chevrolet; 1995%20Caprice%... 7/4/2002 REV.1511 EX+ (12-99) 1:), "'Wi( 0;~ COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMlNIS1IATM COSTS ESTATE OF Earl E. Copenhaver FILE NUMBER 21-02-0547 ITEM NUMBER DESCRIPTION AMOUNT A FUNERAL EXPENSES: 1- Malpezzi Funeral Home 3,944.65 2. 51. Paul's Uniled Church of Chrisl- luncheon 200.00 B. ADMINISTRATIVE COSTS: ,. Personal Representative's Commissions 31,860.00 Name of Personal Representative(s) Social Security Number(s)lElN Number" _ Ropresentative(s) Street Address City Stale_Zip Year(s) Commisskm Paid: 2003 2. Attorney Fees 31,860.00 3. Family Exemption: (ff decedent's address is not the same as claimant's, attach explanation) Claimant StI'88t Address City State_Zip Relationship of Cleimant 10 De<:edent 4. Probate Fees 515.00 5. Accountant's-F68s- 5.00.00 6. Tax Rerum Preparer's Fees 7. The Sentinel - Legal advertising of Estate 93.83 8. Cumberland Law Journal - Lega/ advertising of Estate 75.00 9. Register of Wills Cumberland County. 15 additional shoo certificates 45.00 10. SeUfemenl costs on property 8960.02 11. MargaretT. Fosler - Notary PubIlc 5<t.00 12. Register of WlHs - F~ing Acct. Releases etc. 750.00 TOTAL (Also enter on line 9, Recapilulalion) $ 78,853.50 Debts of decedent must be reported on Schedule I. (If more space is needed, insart additional sheets of the same size) REV-1512 EX+ (6-98) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Earl E. Copenhaver FILE NUMBER 21-02-0547 Include unreimbursed medical expenses. ITEM NUMBER 1. DESCRIPTION Alert Pharmacy at Bethany Village -- balance due VALUE AT DATE OF DEATH 52.97 2. Verizon - telephone service at 325 Wesley Drive balance due 24.85 3. PA American Water Co. -- service to 2701 Yale Ave auto pay to May 13. 02 10.51 4. Zimmerman Landscaping - mowing at 2701 Yale Ave to May 31, 02 153.70 5. PPL - electric service to 2701 Yale Ave to may 17, 02 34.92 6. PA American Water Co. - service to 2701 Yale Ave to June 13,02 11.57 7. PPL -- electric service to 2701 Yale Ave to June 18,02 32.74 8. PPL - electric service to 2701 Yale Ave to June 27, 02 7.85 9. PA American Water Co. - service to 2701 Yale Ave to June 27, 02 final bill 5.43 10. Zimmerman Landscapin9 - mowing at 2701 Yale Ave to June 27, 02 92.22 11. Lower Allen Township EMS, ambulance March 17,02 38.78 12. Lower alien Township EMS. ambulance May 16, 02 43.71 TOTAL (Also enter on line 10. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 509.25 . Rev.1513EX+~) '* SCHEDULE J BENEFICIARIES COMMONWEALTH Of PENNSYLVANIA IrfiERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Earl E. Copenhaver FILE NUMBER 21-02-0547 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Lilt Trustee(.) OF ESTATE I TAXABLE DISTRIBUTIONS pndude outright spousal distributions, and transfers under Sec. 9116 (0)(1211 1. William J. Diehl 2706 Harvard Ave. Camp Hill PA 17011 friend, neighbor $1000.00 2. Grace C. Spier 824 Lisbum Rd. Camp Hill, PA 17011 sister 3 1/3 shares ($287,908.07 3. Judy C. Meck 229 Hogestown Rd. Mechanicsburg, neiee 1 share PA 17050 ($ 86,372.42 neice 4. Jane C. Fleming 267 Ridge Hill Rd. Mechanicsburg, PA 1 share 17050 ( $ 86,372.42 5. Warren Copenhaver 859 Cardinal Lane Lewisberry PA nephew 1 share 17339 ( $ 86,372.42 6. Carl Copenhaver RD 1 Bos 216 Marysville, PA 17053 nephew 1 share ( $ 86,372.42) 7. David Spier 889 LaRue Rd. Clifton Springs, NY 14432 nephew 1/2 share ( $ 43,186.21 8. Janet B. Ross 550 Rupley Rd. Camp Hill, PA 17011 sister-in.law 2/3 share ($ 57,581.62 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 DlSTlRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. St. Pauls United Church of Christ 626 Williams Grove Rd. Mechanicsburg, PA 17055 1 share ( $ 86,372.42 2. Bethany Village clo Care Assurance Endowment Fund 1/2 share 325 Wesley Dr. Mechanicsburg, PA 17055 ( $ 43,186.21 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 129,558.63 ) (If more space is needed, insert additional sheets o! the same size) .. '- ... ... ~ ?\ ~ . ~ ' -;-.. (1. " LAST WILL AND TESTAMENT 21-02-547 I, Earl E. Copenhaver, of the Borough of Camp Hill, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make and publish this my Last Will and Testament, hereby revoking and making void any and all wills heretofore made by me. FIRST: I give and bequeath the sum of$1000.00 to Mr. And Mrs. William J. Diehl or the survivor of them. SECOND: I give devise and bequeath all the rest of my estate, real, personal or mixed of whatsoever kind and wheresoever situate to be . divided into ten shares which shall be distributed in the following manner. 1. Grace C. Spier (sister) 3 and 1/3 shares The Woods at Cedar Run 824 Lisbum Road CampHill,PA 17011 2. Judy C. Meek (niece) 1 share 229 Hogstown Road Mechanicsburg, P A 17055-3119 3. Jane C. Fleming (niece) 1 share 267 Ridge Hill Road Mechanicsburg, P A 17055-1749 4. Warren Copenhaver (nephew) 1 share 859 Cardinal Lane Lewisberry, P A 17339 5. Carl Copenhaver (nephew) 1 share RD 1 Box216 Marysville, P A 17053-9519 - ~ " . . ", - 6. David Spier (nephew) \t2 share 889 LaRue Road Clifton Springs, NY 14432 7. Janet B. Ross (sister-in-law) 2/3 share 550 Rudley Road Camp Hill, PA 17011 8. St. Paul's U. C. C. I share 626 Williams Grove Road Mechanicsburg, PAl 7055-7510 . 9. Bethany Village \t2 share c/o Care Assurance Endowment Fund 325 Wesley Drive Mechanicsburg, P A 17055 10 shares TIllRD: All transfer inheritance or estate taxes on property passing under this my Last Will and Testament shall be paid out of the principal of my estate to the same effect as if said taxes were expenses of administration. FOURTH: This Will consists of three (3) pages. FIFTH: I hereby nominate, constitute and appoint David Fleming as Executor of this my Last Will and Testament, and if he be deceased or unable to serve, then I nominate, constitute Robert J. Trace to be the Executor of this my Last Will And Testament. .. ~ : .~ v SIXTH: (a). I authorize and empower my Executor, for the payment of debts or for any purpose of administration or distribution, at any time within two years from the date of my death, to sell all or any of my real estate, at public or private sale, for such prices and upon such terms as to cash and credit as he may deem best, and to execute deeds of conveyance thereof, without liability on the part of the purchasers to see to the application of the purchase moneys. This power shall not be construed to work a conversion of my real estate, unless and until the power is actually exercised, nor shall this power be construed to extend the lien of debts. . (b). I authorize my Executor to retain all stocks, bonds and other instruments made by me for distribution in kind, or in his discretion to sell and transfer the same, either in person or by attorney, without liability on the part of the purchasers to see to the application of the purchase moneys. IN WITNESS WHEREOF, I have hereunto set my hand and seal this III 'I - day of January, 2002. Signed, sealed, published and declared by the Testator above named, as and for his Last Will and Testament, in the presence of us who have hereunto at his request sub- scribed our names in his presence and in the presence of each other as witnesses hereto. ~j~ ,,!!/v141i/l.JA- ,A ~d--U-- ~.~. 4'~~..-t~-- (SEAL ( - '. . ... ,. ~ . ..... P~:"<',.',.'n'; COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND WE, EARL E. COPENHAVER Susan T. Newton ,and Margaret B. Trace , The Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being duly sworn, doJlereby declare to the undersigned authority that the Testat or signed and executed the instrument as his Last Will and Testament and that he executed it as his free and voluntary act for the purposes therein expressed, and that , each of the witnesses, in the presence and hearing of the Testat..-21.:. signed the Will as a witness and that to the best of his or her knowledge, the Testator was at that eighteen (18) years of age or older, of sound mind and under no constraint or undue influence, and I, the said Testat or 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, fi~.~P'-2.0-~ Testat Dr /~1,'~ witness -1)1W>>f.0.<-1- Witne~' Subscribed, sworn to and acknowledged before me by Ear1 R. ~opAnh~v~r the Testat or and subscribed and sworn to before me by Su~~n T Npw~nn 7 Margaret witnesses, this 8th day of oIPnuary , A,D 2002. .-r. 4-a -0 " B. Trace ---, \'t\.""'l~ N,~. 'c . /~-6~- ~~ BURF Ar OF INDIVIDUAL TAXES COMMONWEALTH OF PENNSYLVANIA , INHERITANCE TAX BIVISIeN DEPARTMENT OF REVENUE KEPT. 280601 ~ARR ISBURG, PA 17128-0681 NOTICE OF INHERITANCE TAX APPRAISEMENi, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-l59) EM 1FV cY]-On DATE 03-17-2003 ESTATE OF COPENHAVER EARL E DATE OF DEATH 05-23-2002 FILE NUMBER 21 02-0547 ROBERT J TRACE COUNTY CUMBERLAND 331 N 28TH ST ACN 101 CAMP HILL PA 17011 Anount Renittad 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-1547 EX AFP (O1-03) NOTICE OF INHERITANCE TAX APPRAISEMENT ----------------- , ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF COPENHAVER EARL E FILE NO 21 02-0547 10 . ACN 1 DATE 03-17-2003 TAX RETURN WAS: ( ) ACCEPTED AS FILED [ X) CHANGED SEE ATTACHED NOTICE N1~CD VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Raal Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C] 4. Mortgages/Notes Receivable (Schedule D) 5. Gash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Atln. Costs/Misc. Expenses (Schedule H) (q) 78,853 .50 10. Debts/Mortgage Liabilities/Liens (schedule I) ao)_ 509 25 11. Total Deductions 12 N t V fll) 79.46 7 . e alue of Tax Return 863 724 15 13. Charitable/GOVernnental Bequests; Non-elected 9113 crus ts (Schedule J] (12) (13) , 129,356 . .88 14. Net Values of Estate Subject {o Tax (14) 734,367 .27 NOTE: if an assessment was issued previousiy, lines reflect figures that incl d t 14, 15 andior 16, 17, 18 and 19 wiil u e he total of ASSESSMENT OF TAX: ALL returns assess ed to date. 15. Anount of Line 14 at Spousal rats (15) .00 00 _ 00 16 Anount of Li 1 t X . . ns 4 axable at Lineal/Class A rata (16] .00 X 045 = 00 17. Anount of Line 14 at Sibling rate (17) 287,459.73 X 12 _ . 34,495 17 18. Anount of line 14 taxable at Collateral/Class B rata (18) 446,907.58 X 15 - . 67 036 14 19. Principal Tax Due , . AX C ED TS• (19)= 101,531. 31 DATE 07-08-2002 NUMBER CD001386 INTEREST/PEN PAID (-) AMOUNT PAID 08-20-2002 CD001545 894.74 3 186 47 17,000.00 01-24-2003 CD002082 , . 00 60,543.00 . 20,089.95 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 101,714.16 BALANCE OF TAX DUE 182.85CR INTEREST AND PEN. .00 TOTAL DUE 182.85CR ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) (1) 113 .000.00 NOTE: To insure proper (2) 81 .611.48 credit to your account, (3) .00 submit the upper portion (4) .00 of this form with your [5) 748 .130.42 {ax payment. (6) .00 (7) 345.00 [a) 943, 086.90 Revnna ExZo-ae~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 INHERITANCE TAX EXPLANATION OF CHANGES Earl E. Copenhaver SCHEDULE I INO. G Sheila Megonnell 101 EXPLANATION OF CHANGES I ransters are taxable to the beneficiary before determining residue. Bequests noted in the decedent's "Last Will and Testament" (First Item) must also be deducted from the Net Value of the Estate before residue can be determined. The value of the estate has been adjusted as the result of the correction of an error in arithmetic. 2102-0547 ROW Page 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE REV-1162 EX(11-96) BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 ]126-Ofi01 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 001386 ROBERT J TRACE ESQUIRE 331 N 28TH STREET CAMP HILL, PA 17011 ACN ASSESSMENT AMOUNT CONTROL ________ ,o,d NUMBER ESTATE INFORMATION: FILE NUMBER: DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH SSN: 172-01-8837 2102-0547 COPENHAVER EARL E 07/08/2002 00/00/0000 CUMBERLAND 05/23/2002 TOTAL AMOUNT PAID: REMARKS: DAVID FLEMING C/O ROBERT J TRACE ESQUIRE CHECK#101 INITIALS: SK SEAL RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS S 17, 000.00 REGISTER OF WILLS /'1 6~- /~ BUREAU OF INDIVIDUAL TAXES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX BIVISInN DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0681 INHERITANC E TAX STATEMENT OF ACCOUNT RFY-Ii OX EX RFP (n-E4 DATE 07-07-2003 ESTATE OF COPENHAVER EARL E DATE OF DEATH OS-23-2002 FILE NUMBER 21 02-0547 ROBERT J TRACE ~j --'~= Zi ;'!1000NTY CUMBERLAND 331 N 28TH ST ACN 101 CAMP HILL pA 17Q;1 Amount Remitted i~-l L ~. MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this fora with your tax payment. CUT ALONG THIS LINE a- errs... . _..__ _____ IE)EIE ESTATE OF COPENHAVER EARL E FILE N0. 21 02-0547 ACN 101 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATETESNOWN BEL W003 IS A SUMMARY OF THE PRINCIPAL iAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-17-2003 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): DATE NUMBER ui5c0UNT (+) INTEREST/PEN PAID C-) 07-08-2002 CD001386 08-20-2002 CD001545 894 74 01-24-2003 CD002082 3,186.47 06-17-2003 REFUND .00 .OD YOUR RECORDS ~ AMOUNT PAID 17,000.00 60,543.00 20,089.95 182.85- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A '•CREDIT•' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF TNIS FORM FOR INSTRUCTIONS. ) 101,531.31 101,531.31 .00 .00 .00 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/15/2005 TRACE ROBERT J 331 N 28TH ST CAMP HILL, PA 17011 RE: Estate of COPENHAVER EARL E File Number: 2002-00547 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/23/2005 Your prompt attention to this matter will be appreciated. Thank You. A:L~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge JIf -~ , . . ~ Register ofWilIs of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: r=ARL.. /!E. CePE", HA"~~ Date of Death: s-- ~ 3 - :z co 2... Estate No.: :2 0 e 2 - 00 5"4, 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 ~ No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative :file a final account with the Court? Yes 0 No ug 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 00 No 0 Date: c. Copies of receipts, releases, joinders and approval offormal or informal accounts may be :filed with the Clerk of the Orphans' Court and may be attached to this report. ~.:- 7~ #jr$' /A"".s- _ ~ ~ .J.A J-.t-t- , slgnature ~ ~bt-vl( r ~GE Name (~.'\ .331 .I\/.::z. ~ 1f S~ (>..00' J/JL.J. ~ Address &/7) 7Z7-'1-$"'$j Telephone No. Capacity: [B Personal Representative ~ Counsel for personal representative uf