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Home My WebLink About02-0656 PETITION FOR PROBATE and GRANT OF LETTERS <O~ Eswreof Charles M. Trimmpr also known as No. To: ?1 02 Register of Wills for the Deceased. County of Cumber land in the Social Security No. 207 - 34- 6 6 8 9 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut r; y in the last will of the above decedent, dated A pr ill. 2002. and codicil(s) dated named ,~ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland his last family or principal residence at 318 Bonn Ybrook Carlisle. PennsYlvania 17013 (list street, number and muncipality) County, Pennsylvania, with Road. Decendent, then 57 years of age, died .Inn", 27 M Holy Spirit Hospital. Camp Hill. PA Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted afterexecution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: ,JIll 7.007., Decendent 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 situated as follows: 20.000 on $ $ $ $ WHEREFORE, petitioner(s) respectfully presented herewith and the grant of letters request(s) the probate of the last will and codicil(s) Test4amp-nta ry (testamentary; administration c.t.a.; administration d.b.D.c.l.a.) theron. yf~8.~~ ~ u C ~ :g3 ~ " "'~ c -cO C',= ~'':: -~ "",,- ~~ " 0 ;; c '" Vi Susan E. Trimmer 318 Bonnyhrook ROrln (';;:arliC!lo. p:a '7013 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } 58 COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well a d truly adminiA" the esta~e according to law. Sworn to or affirmed and subscribed f! . y{[; '" before me this \q ~ day of ~. " ~ ~ :s: Register ~. \ '1.- 'l~ - 11 No. 21-02- LoSZo Estate of CHARLES M. TRIMMER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ::::s- LL \ l.( ;;:;>~ )!:Il> 20 O,4n consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated - 1I.9ril 1. 2002 described therein be admitted to probate and filed of record as the last will of ~n~rl~~ M ~rimmpr and Letters TestillllGRt:o.ry are hereby granted to S11~;=tn R 'T'r;mmpr FEES Probate, Letters, Etc. ....... .. $ SO. - Short Certificates(2)) . . . . . . . . .. $ q . - RXn~~~~!~............... $ \ '5,- '3'c.:p $ S. Ji TOTAL - $ ...., 4 - Filed.... .l,I.,.\l.\. ~;;2...;Z.~DCl..,....... ~kd- ATTORNEY (Sup. Ct. I.D. No.) Michael A. Scherer, Esq. (61974) O'Brien, Baric & Scherer ADDRESS 17 West South Street Carlisle, PA 17013 PHONE (717) 249-6873 "t -,,!!-.. cU. LAST WILL AND TESTAMENT OF CHARLES M. TRIMMER I, Charles M. Trimmer of Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and form following: FIRST: I me. I . SECOND: I hereby expressly revoke all Wills and Codicils heretofore made by I hereby direct my Executrix to pay all my just debts, funeral and ~ administrative expenses out of my estate, as soon as practicable after my death. THIRD: I direct that all taxes which may be assessed in consequence of my ~I ~I ~ death of whatever nature and by whatever jurisdiction imposed shall be paid out of my estate as a part of the administration of my estate. FOURTH: I give and bequeath such of my personal property as may be listed on an unsigned memorandum kept with my Will to the person named thereon, provided they survive my death. Should such a memorandum not be found with my Will, it shall be conclusively presumed that none was prepared. FIFTH: I bequeath the automobile which I own at my death to my son, Robert J. Trimmer, II. SIXTH: In the event my death shall occur simultaneous to that of my wife, Susan, I give, devise and bequeath the rest, residue and remainder of my estate, real and personal, as follows: A. Ten (10%) percent to the Carlisle Evangelical Free Church; ~ f ~ ~, Ji ~I B. Forty-five (45%) percent to my son, Robert J. Trimmer, II, per stirpes; C. Forty-five percent (45%) to my step-son, Matthew D. Morrison, per stirpes. SEVENTH: In the event my death is not simultaneous to my wife, Susan, I give, devise and bequeath of the rest, residue and remainder of my estate, real and personal, as follows: A. Forty (40%) percent to my wife, Susan E. Trimmer, if she shall survive me by thirty days; in the event she does not survive me by thirty days, her share shall go to her son, Matthew D. Morrison, or his issue, per stripes; B. Forty (40%) percent to my son, Robert J. Trimmer, II, if he shall survive me by thirty days, per stirpes; C. Twenty (20%) percent to my step-son, Matthew D. Morrison, if he shall survive me by thirty days, per stirpes. EIGHTH: The share of my estate which I give to my son, Robert J. Trimmer, II, shall be given to my wife, Susan E. Trimmer, IN TRUST, for the benefit of my son, Robert J. Trimmer, II, under the following conditions: A. My Trustee shall pay principal and income to or for the benefit of Robert and the members of his immediate family for their health, maintenance and support. My Trustee shall make these payments at least annually, and shall make such payments over a ten year period, removing approximately ten (10%) percent of the principal of the account each year until year ten, when the trust shall cease. In addition, my Trustee in her sole discretion may advance principal to Robert for the down payment for the purchase of a home or for any other bona fide emergency. B. In the event of the death of my son Robert during the existence of the trust, then my Trustee shall distribute any remaining principal and interest as my son shall appoint by specific reference to this power in his or her will, or if such power is not exercised in full, the unappointed principal shall be distributed to his issue, per stirpes, or in default of such issue, to my wife, Susan E. Trimmer per stirpes. C. My Trustee may in her sole discretion use all of the Trust funds to purchase an annuity for my son, Robert, which annuity must pay him equal monthly installments for the ten year period the trust was to have been in existence. My alternate executor shall utilize the provisions of this paragraph if my wife, Susan, is unable or unwilling to serve as Trustee. D. Should the principal of this trust herein provided for be or become too small in my Trustee's discretion to make establishments or continuance of the trust advisable, my Trustee may distribute the remaining principal and any accumulated or undistributed income outright to my son, Robert. The receipt and release of Robert will terminate absolutely his rights and the rights of other persons who might otherwise have future interest in the trust, whether vested or contingent, without notice to them and without the necessity of filing an account with the court. NINTH: I appoint my wife, Susan E. Trimmer, Executrix of this my Last Will and Testament. Should my said Executrix fail to survive me or for any reason fail to qualify as Executrix, then I appoint Michael A. Scherer, Esquire, of Carlisle, Pennsylvania, Executor of this my Last Will and Testament. IN WITNESS WHEREOF, I hereunto set m hand and seal this 1st day of April, . JI~AL) Charles M. Trimmer 2002. Signed, sealed, published and declared by the above named testator, Charles M. Trimmer, as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~d~ ADDRESS /7 I'll. ,5ovtJ.-, Sf C" d,il< P4 1701]> a~.,u,dJ-i?c::1r~N1-( ADDRESS517 N. V\Jcdnut~r, MLHbJ/'f Sp9S) PA '7"6~ COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND We, Charles M. Trimmer, rY!'C/"M f fl. S,,~<ru-- and Arnary;(R L . HShRf . , I 11 II the testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument of his Last Will and Testament, and that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the Will as witnesses, and that to the best of their knowledge, the testator was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me this 1st day of April, 2002. Tff<~ (f~ ~__ ,r'_ \ '--::'~j::~ s. l1~t:2~"~~~;:!~:~_:""~:" ~~ . -- m ..9 I ~ o I ~ ~ -* ~ ~\' ~t' '+)'-'" aa ) I'---'l' ~ ~ ~ ~tl .q ~ ~ ('----'t' ~ ~ ~f S ~~ - l'-=Of' , ~ ~l' i6 '01 ,I"L 1 S' (,:ti <>: (il ~ H <>: E-< . :>: Ul (il 0-1 <>: .-: :x: co '7 , "" U-l "" U-l :c f- < U ~ Z '" f- < 8 -- ~ ::; w: W ~ ~ oQ2Rz i:l -< 3 :s c::l ~ ~ z , ;j, ~ ~ ~ c::l 0 o co <5 '" ! CERTIFICATION OF NOTICE UNDER RULE 5.61al 02-lo5lD Name of Decedent: Charles M. Trimmer Date of Death: June 27,2002 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 July 23, 2002 Name Address Robert J. Trimmer, II Matthew D. Morrison 318 Bonnybrook Road, Carlisle, PA 17013 49 White Dogwood, Etters, PA 17319 481 Old Rockmart Road, Silver Creek, GA 30173 Susan E. Trimmer Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE Date: July 23, 2002 #fq~ Michael A. Scherer, Esquire O'Brien, Baric & Scherer 17 West South Street Carlisle, Pennsylvania 17013 (717) 249-6873 Capacity: Personal Representative x Counsel for Personal Representative Mike/EslaleslTriiii!ner/Rule!;6(a). COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SCHERER MICHAEL A ESQUIRE 17 WEST SOUTH STREET CARLISLE, PA 17013 fold ESTATE INFORMATION: SSN: 207 -34-6689 FILE NUMBER: 2102-0656 DECEDENT NAME: TRIMMER CHARLES M DATE OF PAYMENT: 03/25/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 06/27/2002 NO. CD 002332 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 1 $2,227.28 I I I I I I I I TOTAL AMOUNT PAID: $2,227.28 REMARKS: MICHAEL A SCHERER ESQUIRE CHECK# 0095 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WillS REV.l!iOO EX (&00) n-llo-II REV.1500 INHERITANCE TAX RETURN RESIDENT DECEDENT o OFFICIAL USE ONLY '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 w "' ::.:::g;UJ 0."< w"o ",00 0"'''' ..", II. .. FILE NUMBER 21 02 0656 YEAR ----- NUMBER COUNTY CODE I- Z W C W U W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Trimmer, Charles M. DATE OF DEATH (MM-DD-YEAR}--- - ! DATE OF BIRTH (MM-DD-YEAR)--- 06/24/02. .. .111/15/44 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Trimmer, Susan E. SOCIAL SECURITY NUMBER : 207-34-6689 -E----- 1" THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS . SOCIAL SECURITY NUMBER' - (!] 1. Original Return o 4. Limited Estate o 6. Decedent Died Testate (Attach copy afWi() o 9. Litigation Proceeds Received o 2. Supple~ntal Return o 4a, Future Interest Compromise (dale of dealh aller 12-12-82) o 7. Decedent Maintained a Living Trust (A6ach copy of Trust) o 10. Spousal Poverty Credit (dale of death between 12.31-91 and 1-1-95) 03. Remainder Retum (dale of dealh prior to 12-13-821 o 5. Federal Estate Tax Return Required JL 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A)(AllachSch0) "' z W Q Z o II. '" W '" '" o o NAME Michael A. Scherer, Esquire FIRM NAME (If Applicable) . O'Brien, Baric & Scherer TELEPHONE NUMBER (717) 249-6873 COMPLETE MAILING ADDRESS Michael A. Scherer, Esquire O'Brien, Baric & Scherer 17 West South Street Carlisle, PA 17013 (1) (2) (3) (4) (5) 0.00 0.00 0.00 0.00 97,028.28 r'OFFICIACUSE ONLY" z o ~ ::l l- ii: <( u w a: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages Be Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. JoinUy Owned Property (SChedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or l) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) '0. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Totlll Deductions (total Lines 9 & 10) 12. Net Value of Estate (Une 8 minus Line 11) 13. Charitable lInd Governmental BequestsfSec 9113 Trusts for which an election to tax has not been made (ScheduleJ) 23,879.22 73,149.06 0.00 (6) 0.00 (7) 0.00 97,028.28 (9) (8) 20,893.59 2,985.63 (11) (12) (13) (10) 14. Net Value Subject to Tax (Une 12 minus Line 13) (14) 73,149.06 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ ... ::l Q.. :E o U ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) ___' ____ 23,6~.87 x.O Q_ (15) _~ __~__ 49,495J..fl. x .0 4(;_ (16) 0.00 2,227.28 16. Amount of Line 14 taxable at lineal rate x .12 (17) (18) (19) 2,227.28 17. Amount of Line 14 taxable at sibling rate 18. Amount of Une 14 taxable at collateral rate x.15 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRESS _ 318 ~onnybrook Rl1illL-__ _ -CiTYC 1'--1 -.-~. arise STATE P A Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) Z~.- 17013 2,227.28 Total Credits ( A + B + C ) (2) 0.00 3. interesVPenalty it applicable D. Interest E. Penalty 4. TotallnteresVPenalty ( 0 + E ) if Line 2 Is greater than Line 1 + Line 3. enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to requesl a refund 0.00 (3) (4) (5) (SA) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 2,227.28 A. Enter the interest on the tax due. B. Enter the totai of Line 5 + SA. This is the BALANCE DUE. (5B) 2,227.28 Make Check Payable to: REGISTER OF WILLS, AGENT ___.Jfllll'fl" W-: ''''!l I I 11 ii, ~ '11fT! ..a PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred;.................................."...................................................... 0 b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 c. retain a reversionary interest; or.............................,.........................,.................................................................. 0 d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death?.............. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [:KI No ~ ~ ~ ~ ~ ~ o IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, Ur.der p6llall.ie$ of p&Ijurj, \ detlam \hat \ r.ave examined this retum. including accompanying schedules and statements. and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personallllPfeSentative is based on all information of which preparer has any knowledge, SIGNr;~t~~~ILlNGRETURN______ ADDR SS Susan E. Trimmer, Executrix, 318 Bonnybrook ~oad, Carlisle,'pA 1701~ ~~~_ ___ SIGNA~Z~HANREPRESENTATIVE ,,_ __..______~.~~E,.., 3 ____~ ADDR SS Michael A. Scherer, Esquire, O'Brien, Baric & Scherer, 17 West South Street, Carlisle, PA 17013 . ____..~_ t - IliJ.~ Ii,_ IL""I" fill 11- ,1.. n iF For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate Imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)]. DATE ----*'I/JD- For dales of death on or after January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (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 if the sUNiving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate Imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death 10 or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.211. The lax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(II1. The tax rate imposed on Ihe nel value of Iransfers 10 or for Ihe use of Ihe decedent's siblings is 12% [72 P.S. ~9116(a)(1.311. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. SCHEDULE E CASH, BANK DEPOSITS, & MISe. PERSONAL PROPERTY Charles M. Trimmer File Number 21- 02 - 0656 Estate of Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule. Item Value at Date Number Description of Death 1. Scudder Total Return Fund, (#2-89487522) $26,412.60 2. Scudder U.S. Government Fund (#18-89487526) $6,877.58 3. Scudder Mgd Muni Bond Fund (#466-89487528) $13,983.24 4. Scudder Total Return Fund (#202-133108501) $31,873.86 5. 1999 Chevrolet S-1 0 Blazer, listed at sale price to 3rd party $15,000.00 6. Members First, vehicle loan refund $25.00 7. Miscellaneous personal property $2,000.00 8. MetLife stock $850.00 9. Co-pay refund $6.00 TOTAL (also enter on line 5, Recapitulation) $97,028.28 REV.1510 EX+ (6-98) . COMMONWEAlTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Charles M. Trimmer FILE NUMBER 21-02-0656 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the relierse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TAANSFEREE. THEIR RElATlONSHlP TO OECEOEN1 N-ro DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBE' THE DATE OF TRANSFER. ATlACHA COPV OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IIFAPPLlCAilLE VAlUE 1. Scudder Retirement Account. Transferee is wife, Susan E. 67,703.74 100% 100% 0.0 Trimmer 2. 318 Bonnybrook Road, Carlisle, PA 17013. Marital residence 128,360.00 50% 100% 0.0 at assessed value. TOTAL (Also enter on line 7 Recapitulation) $ 0.0 o o o (If more space is needed, insert additional sheets of the same size) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Estate of File Number Charles M. Trimmer 21-02-0656 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Ewing Brothers Funeral Home $7,535.00 2. Cumberland Valley Memorial Gardens $2,045.00 3. Grave marker $1,599.00 4. Grave opening and closing, Cumberland Valley Memorial Gardens $850.00 5. George's Flowers $106.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative Commissions Year(s) Commission Paid: 2. Attorney Fees $4,000.00 3. Family Exemption $3,500.00 Susan Trimmer, wife 318 Bonnybrook Road Carlisle, PA 17013 4. Probate Fees $276.59 Register of Wills ($111), Law Journal ($75), The Sentinel ($90.59) 5. Accountant's Fees, Boyer & Ritter $100.00 6. Tax Return Pre parer's Fees $400.00 7. Members First FCU, final auto payment $311.00 8. Holy Spirit Hospital, emergency room co-pay $35.00 9. Lancaster HMA: Wallace Longton, M.D. $136.00 TOTAL (Also enter on line 9, Recapitulation) $20,893.59 SCHEDULE I ODEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Charles M. Trimmer File Number 21 - 02 - 0656 Estate of Item Number Description Amount 1. Vehicle loan, 1999 Chevrolet 8-10 Blazer, Members First FCU $2,985.63 TOTAL (also enter on line 10, Recapitulation) $2,985.63 SCHEDULE J BENEFICIARIES Estate of File Number Charles M. Trimmer 21 - 02 - 0656 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) 1. Susan E. Trimmer Wife 40% Residuary 318 Bonnybrook Road Carlisle, PA 17013 SSN: 206-36-9587 2. Robert J. Trimmer, II Son 40% Residuary 22 Green Meadow Drive Personal Bequests Carlisle, PA 17013 1999 S1 0 Blazer SSN: 162-48-0879 3. Matthew D. Morrison Step-son 20% Residuary 2577 Delano Drive Macon, GA 31204-1112 SSN: 202-58-5770 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHO\'VN ABOVE ON LINES 15 THROUGH 17, 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 II - Enter Total Non~Taxable Distributions on Line 13 of REV 1500 Cover Sheet . - - - - GIBB FINANCIAL SERVICES, INC. 16 West Pomtret Street, Carlisle, PA 17013 February 10, 2003 Michael A. Scherer Obrien, Baric, and Scherer 17 W South Street Carlisle PA 17013 RE: Charles M. Trimmer Dear Mr. Scherer, As you requested following are the June 27, 2002 (date of death) market values for the accounts held by Mr. Trimmer. Scudder Total Return Fund 2-89487522 MY $26,412.60 3268.886 shares Scudder US Govt Fund 18-89487526 791.436 shares MY 6,877.58 Scudder Mgd Muni Bond Fund 1521.5710 shares MY $13983.24 466-89487528 Scudder Total Return Fund 202-133108501 3939.909 shares MY $31,873.86 Please do not hesitate to call for additional assistance or with any questions you may have. Sincerely, 4ad.~ Lisa A. Riggleman Registered Sales Assistant Branch Office: Cadaret, Grant & Co., Inc., Member, NASD and SIPC (717) 249-3737 FAX (717) 249-8010 ~~~/f ,"-;-. ~ C'- n.J 0 []'" - ..z n.J n.J ~ r1"I - r1"I n.J ~ .. I .. 0 U1 U1 C'- ~ I' r1"I - I r1"I I \ n.J ':.: I ~ I , r1"I I C'- I r1"I I I t.D I U1 I 0 I 0 0 - 0 ~ ~".lUe AI.I V".lu..,a 03 .... u..I.lf.;.I 411 ..UIUt.; Since 1853 630 South Hanover Street Carlisle, P A 17013-4103 (717)243-2421 Seymour A. Ewing, FD William M. Ewing, FD Steven A. Ewing. FD July I, 2002 Susan E. (Benfer) Ttimmer 318 Bonnybrook Rd. Carlisle, PAl 70 13 The Funeral Service for Charles M. Trimmer \V e sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. 1. PROFESSIONAL SERVICES Services of Funeral Director/Staff FUNERAL HOME SERVICE CHARGES SELECTED MERCHANDISE: Solid Cherry 5 Regular THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED AT THE TIME FUNERAL ARRANGEMENTS WERE MADE, WE ADVANCED CERTAIN PAYMENTS TO OTHERS AS AN ACCOMMODATION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES. CASH ADV.~NCES Certitied Copies (lfthe Death Certificate TOTAL CASH ADV ANCES AND SPECIAL CHARGES /f ~ 11.#. SUB-TOTAL L U,I?16. (/"'/7 '-? INITIAL PAYMENT I DISCOUNT I CREDITS .-r-/ ..,./(("<"("';.,",'(" TOTAL AMOUNT DUE The stat<ment is net and payable in full on or beforc.'7 .~. f 5; J..OO d-. J 15E5,Oa ,{} 1/1/40'2-- 9i J . I)nW' vr~~ ck-.* ) "/1ifi /{rto-r9"~ w.~' Please $3 I95.0J $3195.00 $3525.CO $895.00 $7615.0C $2fU" S20.0n 576J5.:)0 $ 100.00 $75.1;.')0 Ewlna Brothers Funeral Home 630 SoUth Hanover Slreel; Carlisle, PA 17013 S8Y~A. Ewing L.F.D. Phone: 717 243-2421 Fax: 717243-7553 STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED CbarItes arc: pnly rorthosc.ilm\ll.lhIt.you seleeted or thai arc required. If we arc rcquirrd by law or by a eemdel)' or a crcmalm)' 10 use any items We>wmCllplatnlllen:asonsm wntmg.bClow. . . . . . ' I(you seleCted I r.-ral that fIllY ~Uln: cmbl!Jmlna, such fS a runcT1II wllh vleYVlng, Y.OU fl')ay "1"10 pay for cm}:lalmlnlt- YOIl do not J14;ve 10 nay for embalming you diono!. approve if you Klectel:I ~SUClllllldlrect cremallon or Imnle(llale bUnt. I we thaTJed for CltlbiJ'mlna.wewllI ex-plain why below. For tM ServIce of: CharlesM. Trimm.,.. OateofDNlh June 27. 2002 eMfV'to: SUsan ~Benfer) Trimmer 318 Bonnybrook Rd. CarlISle e Address CIty A. CHARGE FOR SERVICES SELECTEO~IU0n81 pa~ Of lIemlzed Funeral OttUtr C'Jnlhinn 1. PROFESSIONAL SERVICES . SeMcH of Funeral Director/Staff. . . . . . . . . .$ 3195.00 Embalming.... ......s..{l.. Other Preparation of body Wdliam M. Ewing L.F.D Cremation Urn. . . . . fDescnDllool S S ... ,S ............................... , SUB-TOTAL OF PROFESSIONAL SERVlCES. . . .. -0- ... A1 $ 3195.00 2. FACILITIES AND SERVICES \Jae at facilities and services tor Vlewing(Vlsitationfv\lake).... ..........$ Use of faCilities and services fat Funeral Ceremony .... .......... .......$ Use of facilities and services for MemorlalServlce ............ .... ......$ Use of equipment and services for Graveskle Service. ... .. .. . .. . .. . . ... .. .4 Other use of faCilities TOTAL MERCHANDISE SELECTED.. C. SPECiAL CHARGES Forwarding of remains to .D- -D- (Funeral Home) Receiving of remains from -0- (Funeral Home) Immediate Burlal. . . .. .. . .$ DlrectCrematlon............. .$ S -0- ...................$. SUB-TOTAL OF FACILlTIESlEQUIPMENT . .. . SUB.TOTAL OF SPECIAL CHARGES. D. CASH ADVANCED: -0- 'I .0 . A2 S 000 Opening Grave Family 650~. . . .. .S f;;';~ D~'(~~~i;;J:: ...$ ... S Newspaper Notices - Local . . . . . ... S Newspaper Notices. Oul-of.town . .... S .0. Telephone & Telegrams. .... S S i:;;M~~ ~~~~n~ fm~I~} ~ . ... S .D- Pallbearers.......,. ......... S .(). Certified Copies of the Death Certificate. $ Pollee EscOf1. ...........,... . -0. t Flowers (Family~........... ....S Vault Service Charge ......... . -<>- . -0- S S -0- S -0- S -0- S -0- SUB-TOTAL OF ADVANCES. . .. '(1,e ~~eJ?~r our Lervi~ In obtaining: spec 8 ance InS . .....A3 $ 0.00 None 3. AUTOMOTIVE EQUIPMENT Vehide to transfer remains to Funeral L<)('.al...... ...... $ Hearse (Casket Coach) Local. .............. $ limousine Local..... .$ Family Car Local... ...............$ Flower car or floral diSposition Local........ .........$ I_ud car/Clergy Local. ........... . $ Car for pallbearers Local.. ........................ S Ouloftowntransportalion....... .........s. S S SUB.TOTAL OF AUTOMOTIVE EQUIPMENT. . . PA State -<>- -0- -<>- S S S -0- -0- -0- ... B $ 4420.00 S -0- S -0- -0- -0- .D- cS -0- .()- -0- .D- .(). -0- -0- .0- -D- -0- 20.00 .()- .0- -0- -0- .(). .(). -0- .0_ .D- ..0$ :mon ......... A $ 319500 Acknowledgemenlcards.................S -0- RegislerBook(s).......................S .0- Memorlalfolders......................S. .(). Prayarcards.. .............. ....S. .0- Temporarygravemarker............... .S. -0_ Burial clothing . ................... ~ .0- IlIpI.~lba"lUIdDedtlMltenalorClllllleIDd......ltlecledabo"lIldf0tm4dM111COIliCOl'l'eClUlllaocorallllIOUIIIJ1'IIIIUIIIIIIIIl&"reqa.~ I ae~rwtlpt.of.COP1of.~Of""""'8DodIIudSemee.SIIected. I n~tlbat I ..,.IIlfftcIeat....uBabJlmP.n!llllllortbecub pdcefortliilpodlIUldMrri6llHllcted.laIIoapwlOmak'(l&1JlI_Ors 753500 w1t1da ~ IqrMlOblJoIJIafUllutlWlJllablewltbU1OlHl __................."" _.. ,.. ...,..,-.un...-..................._ '" ..,. fnnDdiedl.1aOr1ldl~L IliDralli""lOlMl1IDIraItIInCtorllrl1lUiiiiBliiiilp.s.lDJUlehDlralllrKtorlleoDect"OQtlIIIW1IUder~ DosI COItI..,-lacIIMIIatconlq'l r... ~COItB ud ellllrcostL ADJ' addlUoall..1'IIceI or..mw.dIu ordered orrequs1ad&ftertbe dI.1a ortble I(rIlImlDt "Ube~..J"''''''_''l''''''~-'''~'''''''''''''''''''''_~''''L ~ (Se"I-A- Id~l:~~ ~_2_ " (Purchaser) ~(D ~ (Seal) ~ (Purchaser) (Licensed Fune I Director) TOTAL OF PROFESSIONAL SERVICES, FACILITIES AND AUTOMOTIVE EQUiPMENT........ ...... .... B. CHARGES FOR MERCHANDISE Caskel..................... .' (Description) Solid Cherrv .. .S 3525.00 SUMMARY OF CHARGES: A. Profeaslonal Services. Facilities and Equipment and Automotive EquIpment................ . B. Merchandise.... C. Special Charges. . . . . . . . . . D. Cash Advances. . . Outer Receptacle . . (Description) .'1 RACluhu 895.00 ......e: ...e: TOTAL OF ALL SELECTIONS. PAID AT TIME OF OR PRIOR TO ARRANGEMENTS. . . BALANCE DUE. . . . REASON FOR EMBALMING Reauestecl bv Famllv O'Jterburlalcontalner.. (Description) ...........$ -0- ..S. ...$ ...c 3195.00 4420.00 .D- 20.00 .......$ 763.<;00 ......$ .... $ 100.00 7.'13.'100. lhny law, cemetery or crematory requirements have required the purchase of any orlhe items Iiseed above the law or requiremenl is explained l:ielow. Vault Reaulred by Cemeterv ~~~~~~~~~~~EDULE WIL~~1 of Payments ' ' 'FIrSt Payment DJ~bat~ .,,'. ;'~;';;'''''r, payriieriiiA~6&~Y'f\''!!~'',;;,I'c(l''"' '1 U $ '7Cf'.''lioVPi>lJl~lh:c.'(.f'7'',;,;,,'b~Y''Onlhe'',~ II"" . ",",' " ""~ $ " C7j;'~l'?jA kE ,. ',:, SECURITY: You are giving a security interut in the goods or property being 'purch8'sc14 ~ .lqJpijt 'of 'ltc' ~pMd under this'A~t held in a Merchandise Trust Fund. PREPAYM~,: If you pay off early, you will, n_ot have to, pay a penalty and you "may be titledto,a ~,fu~,9f ~.9f the .I:~ Charge. .,: . -4-'j" ,'-' NOTICE: See the remainder 'of this Agreement (including GePccral ~visio~ on the ~ ~"~ for ~ti~ i~f~atiqn about nonpayment. de;fault, delinquency ~ charge. 5eC!Jrily interests. any required payment i_oJull 1J:ef()fC the sche9ul~ _~ate. and prepaymentj'efunds'm4 ~a1ties~; . "j:" '\",' ~~: -"!"'. - ,,' 11. .-' ~>. "J" .. ' , If you do not meet your contract obIlgations, you may lose the fimds p8ld .tJlldertiilll'A~eIlt held In the"Me~Trust. Fund. TIDS AGREEMENT ARISFS oUr OF A CONSUMER .'. ITSAL~~.!S SlJ.BJECr,TO THE~D.ITI~.w".G~L P~?~~esC2:J~~r?;~~~~~i~~n~l. daYS,PIUt~~;~~~~!~~~~tJ!rt~\l~; 1be Agreement shall be b\llding upon the heus. ~l'S;'administrators, sii,GCe$SOrs \llld 8SSI~ of,tI1c: partiesl,1eteto." ,,," ,,",,'';', ~. "",;,,~" ""I' '"""i'll'''' TIDS AGREEl\fENf AND THE FAMILVPROTEC'l'ION.CERTIFICATE,IF:AfP,l"ICABLE, CONTAIN ALL THECOVENAN1'SAND, PROMISES BETWEEN THE PARTms, AND NO AGENT,SALESPERSON, OR OTHER REPREsENTATIVE OF EITHER PARTY HAS AUTHORITY TO MODIFY, ADD TO ORCHANGEl\NY OF THElfERMS AND CONDrITONS CO~IN TIDS AGREI!:MENT AND/ORTHEFAMILYPROTECTlON~Jni"'CATE:'" . _j"" ,;." / ... ..' .' \' " ../,' '. .S""'N011.CtTOASsJGm-.F.<lOFSELLER . .' ". '. . .~:~, ~y i!~~e! !!fUns Consumer credit, Contract Is sUlJjec(io 'all.~ aDc!.~efei#s !~ch the~blt!r (Purchaser)coll!d asseJ,1 agaI!JSl the SeIl~~ of goods or services obtained pursuant hereto or .wi~the proceeds hereQf. ,..,Reco,,~ry hereunder hy the dehtor (Purchaser) shall not exceed the amount paid by the dehtor (Purchaser) herennder.::", ",' ',. . '. NOTICE TO THE PURCHASER (1) Do not sign this Agreement before YOII rea<iitoi if itcontains any bl3llk'spaces, , ' '.'" , (2) You are entitled to a comple~ly fillc;d ~.c:opr of~sAgreement at theiim.9, you signit., . . . . '. , (3) Under the law, you have the nght to payoff 10 advance the full amount due and under certain condiuons to obtam a partial refund of the fmance :' , ' _ '., . . '" _ , '. '-I . '_' c. ,.. ;.1.' , ~: ' . ,.. .. ". ""<:j-'.., .... -.' ...... - charge; to redeem the property if repossessed for a default;..to require.. un~ .<;ertai1l,!'Onditipns, a resale of the property if repossessed, ,. . PURCHASER'S RIGIIT TO CANCEL H thls Agreement was solicited at yonr residence aild you do not want the goods or services, you, the Purchaser, may cancel thls Agreement at any time prior to midnight of the third business day after the date of thlsAgreement. (For an explanation of thls right, see the attached Notice of CanceUation form.) . . .' . . .' ,,' . .C', " ' . RecoVery Fund: A Real Estate R.coveryFund eXists to reimburse persons who have 'suffered monetary los.s and have obtained iin uncoUectible julige- ment due to fraud, misrepresentation, or deceit in a real estate tranSaction by a Pennsylvania licensee. ForcOmpletti details call (717) 783-3658 or 1-800- 822-2113, ,'. .J SEE REVERSE SIDE FOR ADDmONAL TERMS AND CONDmONS IN WITNESS WHEREOF, PURCHASF;Rhas executed this Agreemellt this .J.O-rl~~ of ':1"~ ():J- ", . ,!lYeXecufu.1gthis A~\t, ~r aclaiowledges receJ~t '1f,~ ~J?r of.this ~greemeiiL i. Pul't&aser ' .riE! Y!J'A~ I 4) pate" 'iJA/O"-'" Counselor .jJ ~/t ~ (JI' ~ L_ . ::tJ;!" 0/( Social Sectility No. 'Date of irth { " SlgIl , ' Seller: 2. Purchaser Date Social Security No. Date of Birth A~;:A ':' !o()l'mi<fIJ.o('C,~I?'I1' . :'C44;;~L{C:;.' . I'A"}: 1'70/3 City s.... . Zip By: Aulhoriztd Repm<ntoti'" This Ag~~mem is nol valid until recorded (lIUi approved by an Autlwrized Representative of rhe Cemetery. If Burial Rights CertiflCalC to be in Name(s) other than PurchaseJ(s), then provide Name(s) Here: State Ucense No, Home Phone Number: 1. Employer: 2. Employer: ~y-~ .. -2,a "1 Y Phone Phone WII\'fE copy . The Company', (Sella) Copy YBL\.OW COPY . Rooonls Coqx>nlo p~ copy. _', Copy GOLD coPY. """"-', Copy "' 'f~.~?m""=. I' 010:UlolOq ~ . 'd"Jt'l!;l.,.= ,. u,__,." p...~~ru' IUU~i. SjU.I&O . ""o.n....~"""" ,om ."liiTo"lllowq .. ".' --..-.--'''''..........,--- ,", Iff~,..IU1]' r-~'1!Jjs:;)ps<)::>e tJ.9_~f-9}UJQll&)ll::lQlJl ' .-j 'W:- ,5l):'~,:',^.;,~~":,,.,~;~.,. WcquOil fU:l\UR1U!AUlJJO:lW!1<l\fl19 J~wmq!~IU'l>~IAOJd niqs lOnOs 'P:>I"91,silU~" ~~J o.eds 01 ~,I\,wo,w.. !!l!l:'J'Oj~~,'lUOUJr.>lU! jXlqsnql1lso"'llIe 1uowwnu! JO ~uowqwO)uo p:>.lr.lWtOOO',~,ue:fllll!'/jlU\,aO~'iiloop 'uOIlQm!p"I09"Sjj'~""""' ~'" .!1!fll1 . ~ldwQ:)"!'JIJ!ld ,(f,,,,,,,,,,U sowoooq l""wWnIlf!/il'iilotuqwOluo ~.,. U! p:m?lli~"il~s \UOUlqlUOjUO OIjlIl"l'1(~l;""~:)~"':""~~ (m,? Jwn, )0 "IDa XIOl.w,;:) oij!'.I,O iuo-'UVld .ijj'ijii'" o.u;;i> . '11 u, JOJ po~f~'Ojd'SJiUn o.odS oq.!N JOIP"" '\d,U:J U~"'1' . os i '. .~-.- ._,Otl~ U -, . '" II" ..~ A" ,. "'.. 5I"J..~ tt?JIl'~o,YW~sull3l U , ", i'!, ','! )t-i.,",.\ " "-' '. i.l".' '.. ". ,1I0D;)~ ~- ~,'\.-.,. ,,', 1 .. " ,,: Osiris.Holdingof.Pennsylvania",,<!,.lf '.' ,,' ' ,,,,,,,,..,,,,, y.,", '. . I, Retail Installment Contract and Security Agreement """n>:;a4 b(umberlaAd Valley Memorial Gardens'. 0 Tri.;Ctiu~ly'Memorial Ga:fde~s j-. -'T~JWcstimnster Cerne.ery 1 "0' " .' :"', !,;', ;:11; '-l;,~,'i',;.tt'l!:\ 1921 Ritner Highway 740 Wyndamcre Road, 11S9 NewviUe Road Contiaot, "",")r., ," Carlisle, PA 17013 '..,Lewis!>eny, PA 17339 Carlisle,.PA 17013 717-243-3S41" ,,:m-93~;~~3S ,,!l7,242-~929 ,_:~i~:~~1t1f;: nus AGREEMENT, made by and \JetWeenSeller and 5IJSAIf.J E 7~II'11A1E~ q' ".d"') " (PIeasePrint),<:'",;:;,x.:,' (hereinafter called the "Purcbaser") WITNESSE1H TIlAT Purchaser agrees to buy and Seller agrees to ~ to Pun:baser, or his designated beneficillry in acconlancewi\l11b,e tenns hereof, the following items 10 be provided or used at the above checked location (hereinafter called ''Cemetay''), In consideratioo for Seller binding itself to provide the i~ Wilb- out regard to the actual cost and price of said items prevailing at the time of perfonnance bereonder, Putchaser agrees thai this Agreement shall bu irrevocable.. . 'i.;,<' ".< ' 1. DESCRIPTION OF BURIAL RIGIITS. The Burial Rights covered by the Agreement are shown by the map of such gardenJbuilding on file in the omc;e: of tIiO CBMElERY, and are more particularly described below. The purcha!e price of Burial Rights does notlndude Intennent/EntombmenllInununent Fees (Openlng~ costs). ,c. f.-, ., '>",/',,!1'J .:l-- Bnrial Rights In ~ Grave Space(s) . _ *Maosoleum: 0 Chapel 0 Garden 0 Tandem 0 Side-by-Side 0 Single 'i'iiW'; _ Lawn Crypt: 0 Double Depth 0 Side-by-Side 0 Developed 0 Preconstruction . , ;';Y. ' , o Single 0 Developed 0 Preconstruction Niche: 0 Cbapel 0 Garden 0 Single 0 Companion 0 Developed 0 PreconstiUCtion .Maximum casket di~nsions are: length 85", width 29'\,.height 26" 'ct.'. 1st Choice 2nd Choice ITEMIZATION OF THE AMOUN:r FINANCED .' (1) 'Total Cash 'Price "" ,," $ (2) A. Casb Down Paymenl $ B. Trade In: $ Old Agreement No. C. Total Down Payment (2A + 2B) E. CASKET(S): (3) Unpaid Balance Of Cash Price (1 - 2C) 1. Model: Type: Model # (4) Finance Cbarge . 2. Model: Type: Model # (5) . TotaIUnpaidBllIance(3+,4) " 5 PAYMENT The Purchaser shall pay SELLER for such rights in accordance WIth the followmg disclosure statement: Ist Choice 1/ fir-,}, yl (::- C. ,1_"1 /) I 1".2 2nd Choice ' Garden Section Lot Space(s) 2. MERCHANDISE . 0 Check here if merchandise is being purchased for use at another cemetery. Cemetery's Name: A. VAULT(S) #1. Description B. URN(S): #2. Description #1. pescription #2. Description C. MEMORIAL INFORMATION: ''''c',. Memorial Design: Vase: Y,l N:? Bronze Size _ X _ Granite Size ----.:.......- X_ Location (Section, etc.) D. MONUMENT INFORMATION: Type: Color: Size: x x P Die: x x P Base: x x P ANNUAL'PI!RCENTAGE RAT!! , ,The_oIJO!lr~ . asayOarlyrale ""',' ,1.'.,.\;; .....'.f/!!.P _ FINANCE CHARal! The dollar amount the credit wiD ~: ~,yoU.',,':~.:~.: ,. ..,. . '....I.i.,~ ;' Jf.~ "" ~ '_fC' %. $ '.",. - Building" Section No.(s) Level 3. ITEMIZATION OF CHARGES (A) Burial Rights (as d=ibod m..... I ""'''I ' ~ $ (8) Perpe,tuaICare . $ (C) Less Certificate Discount $ (D) Second Right of Interment " $ (E) Vau1t(s) $ (F) Um(s) $ (G) Mausoleum Lettering/Crypt Plate $ (HY MemoriallMonument r.. $ (I) ilianite Base{s) $ (1) Installatinn Charge $ .. (K) Caskets $ "~: (L) InitillI Fee for Intennenl $ ';,{it'. (M)Final IntennentlEntOmbmentlInumment Fee $ ",,'t ' (N) Pennanent Records & Processing Fee $ (0) Other $ (P) Sales Tax $ 4 TOTAL CASH PURCHASE PRICE (A TIlRU P) $ ., -1'1'.: . 1':, SO.CO -c..- _c __ .....c _ ....1;...- _G".~ _Go _ _0_;..-' _.'" -' _c._ -.~.>- _ ~"> .-.. T 95.00 _c _ _0- lAo Y 5 05 ,JOY s.ocl iilo'(~.o,'" -<.. - $ $ $ $ ,;lo-( ~ .c> 0 -co> - -<:- - -G- AMOUNT ANANCED The amount 01 credit ~ded I ,,' \ory'l'1p;~J~~:', ,. $ -j ""':;1.:: TOTAL SALE PRICE Thelolalcost~n::hase", oncredll. c.?' "~$'. ',"',.;', '$ .;l6'fS,ec.," " \ \ TOTAL OF PAYMENTS . The amoUnt you will have paid , :~'~~aanf:'~~,l. $ f \; ",'o.'~..- ~L ,:1" . }'A. ~t.paym/~.~,Cs. ~~.riate ",~ Tk -~ :'o<,~iic.~'~-\~ii~">f~::~;{I:~~~~, 'Y ',_ ',;;14 , ~:.~, _,~!,....: \ ~r""'i).~,}el!!:~_f)~~_:,:'-'- ~'. " ;-,~'r":'~:i~,: ~'__, ";'l,.O,:~~_,:'U):;r':~ "', ".: ,..,_",_,;.(,."U}It.rlG"~.tq.:-:l;.t,tl""''-'',,,,f!,.y.~',,':t ::~~~~j,1 - :":..':' ":1' 0 MomhIY',':fl: '1\,.>;9Il1:he. - ,.. " ", ", ;,,,r 1'\::.. ,:,fi,';;i.itl1i\ "$ _' > __,;',:-t-'::"', " ',,' " ",_.. _,',~_~_l:,,::_,'_,',,:', ' ,'\_",.' ':>';',':"_:_',_,<,:"'~' ~~:Yoti' are giving a ~11 ,~~tinthe.~"i}ipropertY~d;g4pt:Cl(~~~w~~e'fun&' plid under thiS~~~:h~ld in a M~dise Trust ~~_' :"';;'::;~:~.;:~ PlplpAYMm:rr- IfJou p.y.~fl;,",,~y, Y9~:I".'II.!JOl.!!!!~ ~pay . penalty ~you m.y.be..Iit!....I\\.~ndgfpart9~~ ~mance<;hlllll.., I,,,; """ll>..,....t.e''''; ,..li(lf . ;~~; N~CEIy .' ~..~. "'_":;1 this Ag~:"~~""'!':t'5.~enenl. ulid ~.r~)' tile rev~~llefeol)penal" .. f.9! poIdi.~ mformation .'1'i'!t'1'!'Jl>ll~~Wf~uI~dellllq.~,,~ ~Ull. III ~. ,IlI)Y'!"l..,., pa~ll". ""!'l",""""",, .an prepolymenl"'funos~d ,ti~:\ ,.,.' '.';:......1...:. ,,'. If you 00 not meet your contraetobllgatiOus, you may lose the~Jiliid 'm.der!h/S ~greeI!lent,~,~lq'd1~MerclIandise ~i1. P~~<<;:~AlNED~:~i~~~Hf118~~~&f~~6~~I~~=~~ . SeII'l1' res;,ryes the righ~ to.refusetOilCceP!.thiS'A~~t w!it>>n: ~n(ioT~~]f,~8#h~iWrioli!Ylngih!~"-ritl'~ting&f thi~ ~. . ~.~t,shall be bmding upon the heu:s.,~l\I'\'\llOrS, !l4mim!!fra~, ~~.ag4,!!IlstgnS of the partie,shereto. " ',:", ' ",~"'" .'l;UJS AGREEMENT AND THE FAMILY PROTECTION CERTIFICATE, IF:APPLICABLE, CONTAIN ALL THE COVENANTS ~ PROMISES BETWEEN THE PARTIES, AND NO AGENT, SALESPERSON; OR .OTHER REPRESENTATIVE ()Ii' EITHER PARI'Y.IIAS AUTHORITY TO MODIFY, ADD TO OR'CHANGE ANY OF THE TERMS AND CONDITIONSCONTAlNEDIN THIS AGREEMENT AND/OR THE FAMILY PROTECTIONCEKmtCATE' . '., . .""';" ' ' .'. ! . ;' . " 'i. .' .', .' . ":.. ,..,., NOTlCETOASSlGNjtil~'OFSELLER ", :" '.' ..,~},;: Any bolder of this consuiner cledit. ~ntract Is subject to all claims and deft~w!Uch the debtor (Pill-cbaser) could assert a\ah1st ibe Stl1W~f goods or services obtained pursuantbereto or with the prllCeeds bereof. Reqvery hereunder by the debtor (Purchaser) sball not excee4.~~ amount paid by the debtor (Purchaser) bereunder. ,,~: 0'" " NOTICE TO THE PURCHASER (I) Do nol sign this Agreement before youtea<lit or if itcontains anYblank 'spaSes. .' . ;, (2) YouaieentiOedtoacompletelyfilledmcopy.(}fthisAgfee,!!ent~tth.e~me'yousignjt: ..... '.' '.' ". ,i., ...... ,'!'~~ (3) Under .the law, you have the right to payoff in advance the full aID,,!'Ilt due .~~ ui1~ ,~con<lili"ns to obtlliJl~ ~ !!:furi.d off!1e"~ ~ charge; to redeem the property if repossessed for a default; to require, under certain: 'conditions, a resale Df the pro""rtyif l"po~;. .: . 'n'..'.. PURCHASER'S RIGIIT TO CANCEL .( If this Agreement was solicited at your residence and you do not want the goods or services, you, the Purchaser, may cancel this Ag""""ent at any time prior to midnight of the third business day after the date of this Agreement. (For an explanation of this right, see the attached Notice Of Cancellation fonn.) , .', . .. . 'c . '., '.' ." ." . Recovery Fund: A Real Estate Recovery Fund exists to reimburse pe!'SODS, who hav~suffered ~onetary loss and have obtained.an uncollectibl~j~dge- ment due to m.ud, misrepresentation. or deceit in a real estate transaction by a Pennsylvania licensee, For complete details call (717) 783-3658 or 1-8oq. 822-2113. YOUR PAYMENT 5CHEDULEWILL'BE;~.". ~-",... NumbeI bf Payril9nIs,,'" '" ~." !;l\n)6Urrt of Payrnenls' - ,; 1'\~'(!; - _ ~:r")b1;l:.:;tD -:';,:i./'c.::.;.;,t,,:, -,' SEE RF.VF.RSF. SIDE FOR ADDITIONAl. TERMS AND CONDITIONS IN WITNESS WlI:EREOF, PURCHASER bases_led diis Agreement this .. CJ.. 7:t OOr 9( . Agreement, Purchaser acknowledges recelpi ora copy of tbls Agreement. I. Purc~r 'jflt./J.'..,J C'. " ;t,'I>\. Counselor .e <i-" )".. y /I, ,', J, J,r> Social See . No." ... ~ s_ i ., , 2.Purch~ Seller: Social Security No. Address: 3 , ~ cA'r:, u';t..C City Date Date of Birth Date Date of Birth /I,r:"j;f'yli#JMK "vAL) ., /lA 17c)J.-:.l s~ ~p By: ^"Ihorized Representative: This Agreement is not valid until recorded and approved by an Authorized Representative of the Cemetery. If Burial Rights Ccrtif1C8te to be in Name{s) other than Purchascr(s). then provide: Namc(),) Here: Home Phone Number: d'(.!;-J3?'1 State Ucense No, I. Employer. 2. Employer: Phone Phone WHITE COPY _ The c~~i-(sener) Capy YEU..QW COPY. Records Corporate PlliK copy- Purchaser's Copy GOLD COPY - Purcbaset's Copy leqi"J~A~~l.i~pi~OJd ~U!~)Jdq ~q!J;s:}p s~~mdiJq ~41~U.~RIJ():.i~alx~ ~qJ 01 ':y,)i~~~ur.i#~~iJi?J~~}llqWOIU~ 'lU<lWJalU! {Y.J'qsnQ'8lS;;) ~qlle 'lU:lWUJfiU! l~-'lU.dUlqUlOlU~ 'iU;}~lu!.kreJoql,U~ ~P!^Old nvqs JdlPS 'PjlBJt?IS~J~01l\I;}atjV S!qi U! ~:>eds ;}Q1 q~!q4\U~ l!.un ~l(lJO:UO!1;}ldwo~ 01 JOpd ..uess~u S:;lWO:Y.}Q Ju.~WWn~! .10 lU;;)W9~~~~ J[ '.p:IDUOWUJO' oq.irn'U"!1''''ISUO' 'Woop 'UOflo./:;'!P *" Sll U!',O\pg',. Olll!! 'qonS'(n)'Jdpjosom 'Win Oljl JO o,glo .uill"WO;) oIji II] om uo SUll(" Olll ql!'" O'Ullp -'0'''"1 pOllold ',o,.ds luowqwoloo .ljllle19(f.lil ~jlIoWl tt<(!CQtO,", 8.!"0lIoJ}>ll!~O nn1lr.>.qrj6>.>:iM,1Jl1;Xi{f .qll!lun 1"',0.WUJo, oq IOU lIeqs IU.....JllV Slljl U! ,oJ I"'P!^OJd 5l!uI1 o,.dS oqOlN JOIPUll 'ld.u;) u",e1 '~I,!soeJ:'ll~~?;UP.!!~~~@ :SlI9~, olplN pUB 'IdA>;) .....1 'wn.loon.[.\! uO!l,n.ll'UO:>o.ld ;l4b",..#~-to vu.~ """4;,\,,(;,/,(.,' . "-~;f.""'JI'" ,'d,'to/$Iq,~;lo" '.' "... Re~~~~r:.~go~:.~:: ;~~~~~A~~~~~/e'::,~~~~~;;;~~~f ~CumberlahdVal1e:Y'MemorialGardens OTri- ~. VemOrialGafcJen.s OWi . -Ceineteij. . 0 ., : nn ~1';'r-tl;,:::'~ n:",,; :~Ylt\' '1921,Ri\DerHighway " 740~Roid, 11 CioriUeRoad,i,' CoritllicU 'hi" ! t~~"3~~1:11,I; "~_3~A,,1~;39 ,.J~el~ '; ..",n, "ii THIS AGREIlMENT. made by and between seUer'and ' ',~j!' '15',,, "'" 'T. I ," . __ . , , ,(PIeasePrinl) .~h,., ;1- (hereinafter called the '~haser'1 WITNESSEIH lHAT Purchaser agrees,to buy and Sel . agrees .tose!1 to Purchaser. or his designated beneficiary in a::cordance wit)11he terms hereof. 1he following items to be provided or used at the above checked location (herein~, !ld ~1.Jll cqnsi~on for Sell"f~indingi~,to proyi~lhe i,b,:mS with- out regard to the actuaJ oust and price of said items prevaiting,at the time of performance . . Purchaser.' agrees.~ Ibis. . AgreementshaIl be ~v<!Cll!>1e. I" ";."ll':' "j;'; r ' I. DFSCRIPTION OF BURIAL RIGHTS. The Butial Rights oovered by the A . ent are shown by ,Ul!;.1IIl!P ,Qf ,such ganlenJbuilding on liIe ,in ,the ,office of the CEMEIERY. and are more particularly described below, :The purdIase prke or Burial RJgbIs does JIOt indnde IntenbentJEntomti-.tJInummentFees (opening an4 dosing cmts). ' '.UlCi, <', ')Ji" !~ritr;j _ Burial Rigbts in ~ Grave Sp.ce(s) ,., '~.M.usoleum: .liJCbapel. 0 Garden 0 Tandem 0 Side-by-Side 0 Single _ L.wn Crypt: 0 Double Depth, 0 Side-by-Side'"'1''''''' JJ Developed 0 l'!;econstruction i;., ""~-_ ." . . o Single ODeveloped OPreconstruction "=Nlcbe: '.J1/ii]{;hapel OGarden OSingk.oCompanion ODe;.elopedOPreeonstruction :" .-: > I ,.Maximum casket dinum.dolLJ an: length 85", widtl, 29;',. ~ht.2~" -, 1 , , ;oj, 1st ChoI.ce 2nd Choice "Building " ,:: Section" "'No.(s) Level' 3. ITEMIZATION OF CHARGES "'" . (A) Buri.l Rights (..""""b<din""'-,...."") $ -,....,-:;;.... (B) Perpetual Caie $ .... <> - . .. (9 Less Certificilte'Dis<:ount . $ . _Co... (I)) S~~9~~Rigb.loflnten1>ent$...."".... . -, (E) V~ult(s)' .; $ -:0,:-..'- (F) Urnes) ':;".:.;1 .$ ----r.~ ,->. (G) Mausoleum'Lederinii/Crypt Plate $ .' .~!'<- (H) MemOliaiiMo~ulnent . $ , ~ 'i::J. .0 () (I) GrariiteB~s~s'.." , $ ":';' "'.... (1) Installation Ch~ge I $ ''!'!:J..1. ~ (K)Caskets $' -"','''''. , (L) Initial Fee for Intennent $. .... '1' . - (M)Final IntermentlEntombmentlInurnment Fee S -c,,- '~N)'PeMa~e~tRecords'&ProcessingFee $ ~ :..'::~; (0) Other $ -<->- (P) Sales Tax', $. _c.,...-;." 4. TOTAL CASH PURCHASE PRICE (A THRU P) $" S "IT'D 6\ E. CASKET(S): I. Model: Type: Model # 2. Model: Type: Model # 5 PAY~ The Purchaser shall pay SELLER for suCh rights in accordance with the foU?~ng dis~l~~tatement. " Ist Cbolce 2nd ChoIce Garden Section Lot Space(s) ,,; 2, MERCHANDISE o Check he~ if merchandise is being purchased for use at another cemetery. , Cemetery's Name:' A: VAULT(S) #1. Description #2: Description B. URN(S): #1. Description #2. Description C. MEMORIAL INFORMATION: Memorial Design: f Nt) Oo6-L<JDOtJ vase[>>IN '. Bronze Size ~ X ~ Granite Size 2L x' t~ Location (Section, etc.) /1, ';'CS(~ D. MONUMENT INFORMATION: Type: Color: Size: x x P Die: x x P Base: x x P ANNUAL'PERCENTAGE RATE The cost of ~r cred"lI. ' as 8 yearly rale.- ~ _ 6"...,.... '" ,FINANCE CHARGE' ~t~r,~~th.~71 0':'- . $ ~,~ . ' ,.~r(OUIf(FIN~~C~" ;~I Th9 amount of crOcJt p[OiIded'1 ! to~...~~J'~'~~:'I;f'"1 $ 199.'OCi.i,,< ' i<.JOT~~ QF PAYMENTS ,,".." TOT~k\lJlE PRICE . "~_lyou,,;lhav.paid .. .!hIt=COSI~'" ", ;aft~yooihavelM.de~IPaymenls .~.'-...', "doMl,,;, 'as_lejI.' . .. .. ,.... "'$ C<a~~"'" $ ~q.'t.o () .' " $' "g",oo'; 'to .-. .."0 ,." % "',.-',.<","", ".. ., ',; "".' ';.:>Jt. ",",..." i~ I ~ ITEM~ATION .DFTijE AMOUNT FlNANCED " (I) ..To,!,' (::asb Price" $ 1-:;7; I'>t)' (2) A. Casb Down Payme~t $ . S'w .(':,,, B. Trade In: $ -"- - " Old Agreement No. . " ~.oD C. To,!,l Down ~ayment (2A + 2B) ~. $ (3) Unpaid Balaill:e of Cash Price (I - 2C) $ "JCi'7. (> 0 (4) Finan,,\, ~~'1'ge $ ,~ftj\...".. :, (5) , TotalUripaj~B,.!'"!':e (3 + 4) " $ '?"f'T. (> 0 ~. ."~ . - ,,' '.~ ;)CCT .11 013405 PLEASE NOTE SUMMER HOURS: MON-FRI 8:30 TO 5:30 AND SATURDAY 8:30 TO 1:00. THIS EARLY SATURDAY CLOSING WILL BE IN EFFECT UNTIL SEPTEMBER. DATE INVOICE NOJpESCRIPTION . AMOUNT SERVICE RELAY DELIVERY. SALES TOTAL CREDITS BALANCE . CHARGE CHARGE CHARGE TAX CHARGE 7101/02 CHARGE / 0'30503 FAMILY SPRAY 100.00 &.00 10L 00 10&.00 Cha"{' les T'rimmeT 'f. ~ J{Oij.oo . ....... Pelf' j5J- ~ . iJ/~Q~ 'CCOUNT DUE AND PAYABLE UPON RECEIPT OF TATEMENT. A MINIMUM REBILLING CHARGE OF .1.00 WILL BE ASSESSED ON ALL .CCOUNTS OVER 30 DAYS PAST DUE. .00 r ,~,:~,:, 0 0 1 VER 90 DAYS PAST DUE " r- , - 1 'J.,y .'/ L ";" GeDrges' Flowers ..1 FRONT REG ISm: 717-m-262t 'S< 08/14/02 5:13p.~., EMP H: 49 JO ANNE S. fp'OS H:, 000026 ,./ OS Terminal: 18 a006s VERSIONH: 5.3.3 ReceIpt Customer number: 013405 CHARLES M & SUSAN E TRIMMER \ . , ( J~-"""""- TO~:~__:__L:~______..~~~' 00 PAYMENT TEJvERED CHECK H 2522 CHECK AMT 106.00 \ Thank You' T~":'~::'~':':."~:_'Jr.iO;:!;'~,,'::V"'~'!'~'')'::'::;~:~i';:'~'!~r:':-:^.-';i1f~}I~IJJ..\~~'t'i~iA'l:,/,~:-":;:,__'.~,,:; ,;~~;". '(", ';.' r ":_';'; j Please enter address or Insurance changes on back and check this box 0 Please detach along dotted line and return ttlis portion With your payment. q-J '"' .~"T!n,~,"'.,~:i:,'~,~ !r;;" " '::'3."'~"~im:tA:l~.I~r;,~':?'H~_'.':V""'~';n'L' 'l ,~~' "1 l,i,10U~-r- /lOLl' SI'/IIIT /lOSI'ITAL S03 N 21ST STREI;T CAMP IIIU. I'A f70Il # CONTINUED 08/30/02 AMC;LJ~NT PAID ~_L~.__~ WE ACCEPT VISA,M/C ACCOUNT NUMBER AND NAME SEND PAYMENT TO HOLY SPIRIT HOSPITAL 503 N 21ST STREET CAMP HILL, PA 17011 19118512 TRIMMER ,C MARTIN FOR INFORMATION ON ACCOUNT, PLEASE CALL 1~877-254-9239 FADM DT: 062702 ~ DSH DT: *NONE * HSB: 20109 ~ 717-243-2374 I i ~ ~ ~ . 9 Hsj 1..,111",111."",11.,11,1,1",,1,11.1,,11,.,.,,111,,1,1,1,,1 00026436 1 AT 0.292 07 19118512 SUSAN TRIMMER 318 BONNYBROOK RO CARLISLE PA 17013-9290 AccountN.umber: Patiel1tName: Service Start: Statement Date: 19118512 TRIMMER ,C MARTIN 06/27/02 Service End: o 8 / 1 5/ Q 2 Last Statement Date: Page No. 1 07/31/02 QUESTIONS? Please Call: 1~877-254-9239 Contact: E~ _=~B;~~C~ 0 u]E~~'~A~E~:_URA~C~ ~UE F TOTAL P~T:":N~~~~~iTS~=::~E~~r~~4 L TRANS DATE AMOUNT DESCRIPTION PREVIOUS BALANCE .00 06/27/02 DISC ELECT AD 4 vf \ 5.00 06/27/02 MORTUARY PACK ADL T ~\o.. ~ 26.25 06/27/02 NACL 0.9 1000 l'lt:I\l 18.00 06/27/02 IV CATH /~ 14.00 06/27/02 TRANSPARENT DRESSING \ 1.00 06/27/02 VENIPUNCTURE ).,')5'. rfl- 10.00 06/27/02 META80LIC PANEL,C ~l 76.00 06/27/02 HEMOGRAM W/AUTO DIFF ,\_~~~~ 45.00 06/27/02 DIFFERENTIAL ^~~~ 23.00 06/27/02 APTT ~ 42.00 06/27/02 PROTHROMBIN TIME 30.00 06/27/02 BLOOD CULTURE 143.00 06/27/02 ABC TYPE 19.00 06/27/02 TYPE/SCREEN .00 06/27/02 RH(D) 32.00 06/27/02 AB SCREEN PT 57.00 06/27/02 CHEST PORT 232.00 06/27/02 OXYGEN PER HOUR 30.00 06/27/02 ED LEVEL V PC 295.00 06/27/02 LEVEL V 16-24 HRS COMP 1,988.00 [~ 0 P HO SG ~~_U_NTBALANCE [- CONTINUED THIS BILL REPRESENTS THE AMOUNT NOT PAID BY YOUR INSURANCE. REMIT PAYMENT TODAY OR CALL 1-877-254-9239 IF QUESTIONS. B09 361 .00 PLEASE DISREGARD THIS STATEMENT IF YOU HAVE PAID. i I I I I rp.a~I.II_II!llllil::il~ti~!~lm:~iilll%l'imfZ~m:r.t~C~.-~H~IIU1._ Until your insurance has paid, the PLEASE PAY THIS AMOUNT represents the baliJ.nce we estimate you ow~. Anv halance uiloaid bv your insurance will be due from you... Thank you. Account Number: 1 9 11 8 5 1 2 PatientName:TRIMMER , C MARTIN Service Start: 0 6 /2 7/0 2 ServIce End: Statement Date: 0 8/ 1 5/ 0 2 Last Statement Date: Page No. 2 07/31/02 QUESTIONS? t Please Call: 1-877-254-9239 C~m~ 35.00 .00 ACCOUNT BALANCE ESTIMATED INSURANCE DUE TOTAL PATIENT CREDITS I TRANS DATE DESCRIPTION AMOUNT I 06/27/02 06/27/02 08/14/02 08/14/02 PREVIOUS BALANCE NON-EVA EAR/PUL OX FOR 02SATUR RHYTHM ECG 1-3 LEADS INTER&REP BC CIA HOSP OP B09 361 BC PYMT OP B09 361 3,086.25 30.00 68.00 2,133.45- 1,015.80- ! i ! I J I 100 0 P HO SG T ACCOUNTBALANCE T 35.00 I THIS BILL REPRESENTS THE AMOUNT NOT PAID BY YOUR INSURANCE. REMIT PAYMENT TODAY OR CALL 1-877-254-9239 IF QUESTIONS. B09 361 .00 PLEASE DISREGARD THIS STATEMENT IF YOU HAVE PAID. Until your insurance has paid, the PLEASE PAY THIS AMOUNT represents the balance we estimate you owe. Any balance unpaid by your insurance will be due from you... Thank. you. \ J8N-17-2003 09:35 CENTRAL PENN BILLING LANC HHA pm MGMT/cm PEN OllI!/O. POBOX 168 . RAST PiTiRSiURG, PA l7S20 717 391-5811 TAt ID: 1330131\5 717 789 4328 P.02 CHAHLiS K THINKSI 118 RORRYBIOO[ ROAD CARLISLi PA 17013 222591 .----~..-----.-------._______._~__~_______..__________r___.___._~_______~._____ DATE PIOC DISCiIPTIOR/Palient COMMERrs CHAIGiS PAY/ADJ ---~-----~------.._-------------_..-----------------------------,-----~-------- 02118/02 77417 RAD TliATaiN! KAKAG 670.00 CHmES nIMBER LONGTON KD WALLACE A 162 5 ~ PHI is PAID PATIENT 1116,00 ALSO Pi COINSORANCE DOE FROK PT. .SEE EOE AI 0110JI03 HSPY ~LOE SHIELD PAYKENT PO PT LONGTON MD WALLACE A , ol/03/0J RSAJ ELOE SHIELD AoJ~SIM .500 00 LONGTON HD WA"ACH A ol/03/oJ DEW DECEASED WE/TE OPP .170,00 LONGTON KO WALLACR A , 01111/03 AmR ADJUSTMERT ERROl 13 6.0 0 LONGTON KD WALLACE A TODAY'S CRARG!S: TOOAY'S PAY/AOJ, PAYJADJ MADE AGAINST PREVIOUS CHAEGES: TOTAL DUE TOOAY's SHEV/CRS: 806.00 -670,00 -8,167.00 136.00 S~nd Inquires to 5000 Louise Drive M b 1ST PO Box 40 em ers Mechanicsburg, PA 17055 FEDERAL CREDIT UNION www.memberslst.org Main Switchboard: Call.24: TOO: TeleBranch: (717) 697-1161 or (800) 283-2328 (717) 697-4372 or (800) 283-4372 (717) 697-5312 or (800) 283-2328 ext. 5312 (717) 795-6049 or (800) 237-7288 1",111",111"",.11"11",11".1,1,,,11,1,,11,1,,1,1"II",J CHARLES M TRIMMER C/O MICHAEL A SCHERER OBRIEN BARIC & SCHERER 17 W POMFRET ST CARLISLE PA 17013 TRANS EFF. DATE DATE Member's Statement of Account Account Number From TO Page 183783 07-01-02 09-30-02 1 of 1 JOIN US ON THURSDAY, OCTOBER 17TH, 2002! MEMBERS 1ST FEDERAL CREDIT UNION IS CELEBRATING INTERNATIONAL CREDIT UNION DAY. SEE THE ENCLOSED INSERT FOR MORE INFORMATION. 12724 TRANSACTION DESCRIPTION AMOUNT BALANCE 25.00 .00 SUFFIX:OO SAVINGS 082802 EASY WITHDRAWAL TRUTH IN SAVINGS ANNUAL PERCENTAGE YIELD -25.00 Y-T-D DIVIDENDS: INFORMATION / 1.75% .00 SUFFIX:Ol NEW VEHICLE ~*ANNUAL PERCENTAGE RATE** ---------- ------------------------------------------------------ ------------ --- ~?1502 u8B02 LOAN PAYMENT CREDIT TAKE PAYMENT TO FINANCE CHARGE PAID: TALS-PAYMENTS & CREDITS: PERIOD T 6.7500% .DAILY PERIODIC RATE PREVIOUS LOAN BALA **FINANCE CHARGE** PRINCI 18.10 292 15.93 2969 .0184932% CE AL 90 311 .00 70 2985.63 CE 3262.60 2969.70 .00 .00 34.03 179.92 NEW LOAN BALA 3262.60 DEBITS: .00 *FI ANCE CHARGE* FOR 2002 --------- ------------------------------------------------------ ------------ * IRA YTD * OTHER YTD * TOTAL YTD * TOT L YTD * TOT L YTD * DIVIDENDS DIVIDENDS DIVIDENDS WITH OLDING FOR EITURES .00 .00 .00 .00 .00 TOTAL **FINANCE CHARGE** PAID 179.92 ~ftl!'iY-u~C 0- - fA NOTICE: SEE REVERSE SIDE FOR IMPORTANT INFORMATION. .. ~ ~ LAST WILL AND TESTAMENT OF CHARLES M. TRIMMER I, Charles M. Trimmer of Cumberland County, Pennsylvania, declare this , instrument to be my Last Will and Testament, in manner and form following: FIRST: . I hereby expressly revoke all Wills and Codicils heretofore made by me. SECOND: I hereby direct my ExeJ;utrix to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. THIRD: I direct that all taxes which may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be paid out of my estate as a part of the administration of my estate. FOURTH: I give and bequeath such of my personal property as may be listed on an unsigned memorandum kept with my Will to the person named thereon, provided they survive my death. Should such a memorandum not be found with my Will, it shall be conclusively presumed that none was prepared. FIFTH: I bequeath the automobile which I own at my death to my son, Robert J. Trimmer, II. SIXTH: In the event my death shall occur simultaneous to that of my wife, Susan, I give, devise and bequeath the rest, residue and remainder of my estate, real and personal, as follows: A Ten (10%) percent to the Carlisle Evangelical Free Church; B. ~r I Forty-five (45%) percent to my son, Robert J. Trimmer, II, per .stirpes; C. Forty-five percent (45%) to my step-son, Matthew D. Morrison, per stirpes. SEVENTH: In the event my death is not simultaneous to my wife, Susan, I give, ') devise a~d bequeath of the rest, residue and remainder of my estate, real and personal, as follows: ~I ~! A. Forty (40%) percent to my wife, Susan E. Trimmer, if she shall survive me by thirty day~; in the event she does not survive me by thirty days, her share shall go to her son, Matthew D. Morrison, or his issue, per stripes; B. Forty (40%) percent to my son, Robert J. Trimmer, II, if he shall survive me by thirty days, per stirpes; C. Twenty (20%) percent to my step-son, Matthew D. Morrison, if he shall survive me by thirty days, per stirpes. EIGHTH: The share of my estate which I give to my son, Robert J. Trimmer, II, shall be given to my wife, Susan E. Trimmer, IN TRUST, for the benefit of my son, I ., i: Robert J. Trimmer, II, under the following conditions: A.. My Trustee shall pay principal and income to or for the benefit of Robert and the members of his immediate family for their health, maintenance and support. My Trustee shall make these payments at least annually, and shall make such payments over a ten year period, removing approximately ten (10%) percent of the principal of the account each year until year ten, when the trust shall cease. In addition, my Trustee in her sole discretion may advance principal to Robert for the down payment for the purchase of a home or for any other bona fide emergency. B. In the event of the death of my son Robert during the existence of the trust, then my Trustee shall distribute any remaining principal and interest as my son shall appoint by specific reference to this power in his or her will, or if such power is not exercised in full, the unappointed principal shall be distributed to his issue, per stirpes, or in default of such issue, to my wife, Susan E. Trimmer per stirpes. C. My Trustee may in her sole discretion use all of the Trust funds to purchase an annuity for my son, Robert, which annuity must pay him equal monthly installments for the ten year period the trust was to have been in existence. My alternate executor shall utilize the provisions of this paragraph if my wife, Susan,is unable or unwilling to serve as Trustee. D. Should the principal of this trust herein provided for be or become too small in my Trustee's discretion to make establishments or continuance of the trust advisable, my Trustee may distribute the remaining principal and any accumulated or undistributed income outright to my son, Robert. The receipt and release of Robert will terminate absolutely his rights and the rights of other persons who might otherwise have future interest in the trust, whether vested or contingent, without notice to them and without the necessity of filing an account with the court. NINTH: I appoint my wife, Susan E. Trimmer, Executrix of this my Last Will and Testament. Should my said Executrix fail to survive me or for any reason fail to qualify as Executrix, then I appoint Michael A. Scherer, Esquire, of Carlisle, Pennsylvania, Executor of this my Last Will and Testament. 2002. IN WITNESS WHEREOF, I '"e""to -:;:; h~"d aod ,e,' !hI' ," d'; of April, (4t;f/~AL) Charles M. Trimmer Signed, sealed, published and declared by the above named testator, Charles M. Trimmer, as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. - ~g~ ADDRESS J 7 I'll. ,5()vfl--, Sf. (<. r{/$l< (~ /70/) ~,/?<4t~( ADDRESS5/7 N. iI\J~/nut9r., Mt.tfblly SP3S) Ph /7DfoS COMMONWEALTH OF PENNSYLVANIA ,iCOUNTY OF CUMBERLAND I II SS. We, Charles M. Trimmer, tY!1(/"A&./ fl. S,,4<:rcr and A-rnard.tJ... L . HShe/ , the testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument of his Last Will and Testament, and that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the Will as witnesses, and that to the best of their knowledge, the testator was at the time eighteen (18) years of age or older, of sound [, mind and under no constraint or undue mfluence. Sworn to and subscribed before me this 1st day of April, 2002. if1fyt:~ ---'-1 r--N~~3J~;~:~~~tar'l pub:\r \ Jennifer S. 1I,'cU~ ".. -',t.",",r,d .co.,.:r,i.\i I C8.rlis\e Boro, -,un: 't;',~.)V 2l~ ?UCL' , \ My Conm'lissicn E^p~fe.;l .~_--:::-: ",_ "nA<::<'f'Cia\IClr1ctN0\r.r,p Member. PGons)"Vo.rl", ~..."'- \ ".. /'7-~h-11 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ReCGle Rec. cI 05-12-2003 TRIMMER 06-27-2002 21 02-0656 CUMBERLAND 101 DATE ESTATE OF DATE OF DEATH FI LE NUMBER COUNTY ACN MICHAEL A SCHERER OBRIEN ETAL 17 W SOUTH ST CARLISLE ESQ'03 MAY 16 AlO :46 *' REV-1541 (){AFP (OI-03l CHARLES M Cl.:.ti' Amount Remitted PA 1 Ol~~be'k.' ,,, r--J-\ 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 (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF TRIMMER CHARLES M FILE NO. 21 02-0656 ACN 101 DATE 05-12-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule BJ (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages/Notes Receivable (Schedule D) (4) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) .00 .00 .00 .00 97.028.28 .00 .00 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 20,893.59 (., (10) 2.985.63 (11) (12) (13) (14) 12. 13. 14. Net Value of Tax Return Charitable/Governmental BeQuests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. (8' 97,028.28 ?::\.R79 ?? 73.149.06 .00 73.149.06 NOTE: If an assessment was issued previouslY7 lines 147 15 and/or 167 177 18 and 19 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS' (15) 23,653.87 X 00 .00 (16) 49,495.19 X 045 = 2,227.28 (17) .00 X 12 .00 (18) .00 X 15 .00 (19)= 2,227.28 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-25-2003 CD002332 .00 2,227.28 TOTAL TAX CREDIT 2,227.28 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN fl. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) . 11 c)cQ.-~b I 'i FAMILY SETTLEMENT AND FINAL RELEASE IN THE ESTATE OF CHARLES M. TRIMMER, DECEASED I II KNOW ALL MEN BY THESE PRESENTS, that WHEREAS, Charles M. Trimmer, late of Cumberland County, Pennsylvania, died testate on June 27, 2002, having first made his Last Will and Testament, which was duly executed on April 1 , 2002. WHEREAS, the said Charles M. Trimmer, by the aforesaid Last Will and Testament, named his wife, Susan E. Trimmer, as Executrix of his said Last Will and Testament; and, WHEREAS, Letters Testamentary on the Estate of the said decedent were duly issued by the Register of Wills of Cumberland County, Pennsylvania, on July 22, 2002, to Susan E. Trimmer, hereinafter called Personal Representative. WHEREAS, the Personal Representative has gathered the assets of the Estate of the said decedent and the assets consist of personal property and various investment accounts, to a total value of $ 146,271.53, as set forth in "Exhibit A", which is a statement of account of the said Personal Representative, and which is attached hereto and made a part hereof; and, WHEREAS, the debts and deductions, including the payment of inheritance tax in the said Estate, totals $ 19,412.68, as further referenced on the account of Susan E. Trimmer, as set forth in "Exhibit A" leaving a balance for distribution of $ 126,858.85, as set forth in the Statement of Proposed Distribution, which is attached hereto and marked "Exhibit B"; and, WHEREAS, the balance for distribution as shown in the said statement marked "Exhibit B" has been reduced to cash and is available for distribution in accordance with the terms of the Last Will and Testament of the said decedent. 1 'I NOW, THEREFORE, we, Susan E. Trimmer, Robert J. Trimmer, II and Matthew D. Morrison, being all of the named heirs of the said decedent, and heirs under the Last Will and Testament, do hereby each of us, acknowledge that we have this day had and received from the aforesaid Personal Representative, in full satisfaction and payment of all sum or sums of money, legacies, bequests, and devises as are given, devised and bequeathed to each of us respectively by the said Last Will and Testament, the amounts due us under said Last Will and Testament, which amounts we have received this day, or in the case of Robert J. Trimmer, II, the sums have been placed into Trust in my name according to the provisions of my father's Will, and which amounts are in the amount set opposite our respective names in the table and schedule of distribution in said statement attached hereto and marked "Exhibit B"; and the said Robert J. Trimmer, II, does hereby acknowledge receiving, through his attorney, Nathaniel Boyd, Esquire, the sum of $40,000.00 on March 3, 2003, as an advance of sums due Robert J. Trimmer, II, hereunder; AND, each of us do hereby stipulate that in order to avoid the expense and time involved in the filing of a formal Account and Schedule of Distribution, we each agree that no Account is necessary and we do hereby agree that we do consent to distribution being made without the filing of an Account and Schedule of Distribution, the same to be with the same force and effect as if they had been filed and confirmed by the Orphans' Court Division of the Court of Cumberland County. THEREFORE, we and each of us, do hereby remise, release quitclaim and forever discharge Susan E. Trimmer, the said Personal Representative, her heirs, executors, and administrators and assigns of and from the said Estate and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the Estate of the said decedent, and each of us do further hereby covenant and agree that should any liability come due to the Estate of the said decedent after the signing of this Agreement, we and each of us do hereby covenant and agree with each other and the aforesaid Personal Representative, that we will contribute pro-rata, our 2 --- !I I II [I share of the Estate to satisfy any and all claims, demands, suits, or causes of action which may be successfully prosecuted against the said Estate or the aforesaid Personal Representative after the signing, sealing and delivery of this Family Settlement Agreement and Final Release. IN WITNESS WHEREOF, we have hereunto set our hands and seals this :n day of June, 2003. WITNESS: {f ~ L-.- /v1t&71i--/'S: M tVv~'\ /\iI ^ Matthew D. Morrison (SEAL) STATE OF GEORGIA COUNTY OF ~\\:>b SS. On this, the)8 day of J'-IA./l ,2003, before me, a Notary Public, the undersigned officer, personally appeared Matthew D. Morrison (known to me or satisfactory proven to be the person whose name is subscribed to the within instrument), and acknowledged that he executed the same for the purposes therein contained. /~ IN WITNESS WHEREOF, I hereuntoA~;'my han~~ off / . / , / _"<C.::-~~_- ,. . Notary PUblic, Crawfotd County, Georgia My Commission E""..... May 12. 2006 mas.dir\estates/trimmerlsettlement4.agr 3 II I, WITNESS: \.rh<!~& ~4-t ~ ~c~ Rc5bert J. Trimmer, II (SEAL) STATE OF PENNSYLVANIA SS. COUNTY OF t>6l.,",-f\."" On this, the I day of .4'"4-'-+ ,2003, before me, a Notary Public, the undersigned officer, personally appeared Robert J. Trimmer, II (known to me or satisfactory proven to be the person whose name is subscribed to the within instrument), and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. h~..' u~ '7 N 1iaISeal Kim A. Rory, Notary Public City 01 Harrisburg, Dauphin County My CommiSSion Expires May 13, 2006 Member. Pemsylvania Association 01_ WITNESS: ff~/(~ ~f}. J:1u~ II Susan E. Trimmer (SEAL) STATE OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND On this, the 271"H day of June, 2003, before me, a Notary Public, the undersigned officer, personally appeared Susan E. Trimmer (known to me or satisfactory proven to be the person whose name is subscribed to the within instrument), and acknowledged that she executed the same for the purposes therein contained. I --- 'N WiTNESS WHEREOF, 'h,re"~"d 0' omo'" ''', ,. .~~ , ~ --'-',~;;;::;.:.:~" .',' .', ; Jennifer S. Unds<1Y~ '\1!~;t:"r>, h~>'_ \ Car iis!e Bmo, Cl:r:.'DC.d,:'.;W i ':, ' EXrJI~r.,.-, h,I"V )c; : My COlnmtSSlon_ ,,"'" ,.,,, . ~___.1 M8;;,0P.L ~'f,)nsy:,(a"1i:.l ,';s3(<;!,l~'0i1 r-.', :\'j_,;?~!r_" . 'I II I II I I. II II [I STATEMENT OF ACCOUNT OF SUSAN E. TRIMMER. EXECUTRIX. FOR THE ESTATE OF CHARLES M. TRIMMER Receipts Scudder Mgd Municipal Bond Fund Scudder Total Return Scudder U.S. Government Fund Scudder Total Return Scudder IRAs and Roths conveyed to Susan E. Trimmer Met-Life Stock 1999 Chevrolet Blazer refund Co-pay Refund VA Grave Marker Allowance Interest on Estate Checking Account $ 14,406.26 $ 30,601.07 $ 6,877.58 $ 25,596.25 $ 67,703.74 $ 947.24 $ 25.00 $ 6.00 $ 50.00 $ 58.39 $146,271.53 I I I 1 I II II Total Disbursements Ewing Brothers Funeral Home Cumberland Valley Memorial Gardens Grave marker Grave opening/closing, Cumberland Valley Memorial Gardens George's Flowers Michael A. Scherer, Esquire Register of Wills Boyer and Ritter Tax preparation: Final Return; H & R Block Members First F.C.U., auto payment Holy Spirit Hospital Medical bill Pennsylvania Inheritance Tax Overnight Mail $ 7,535.00 $ 2,045.00 $ 1,599.00 $ 850.00 $ 106.00 $ 4,000.00 $ 293.59 $ 100.00 $ 167.00 $ 311.00 $ 35.00 $ 136.00 $ 2,227.28 $ 7.81 [. 'I I, Total $ 19,412.68 Balance for Distribution $126.858.85 Exhibit "Au 'I II II I[ I Robert J. Trimmer, II Susan E. Trimmer Matthew D. Morrison I -- SCHEDULE OF PROPOSED DISTRIBUTION $50,743.54 $40,000 released March 3, 2003 for real estate purchase $10,743.54 placed into trust per Will 1999 Chevrolet Blazer Personal property: Will, ~ FOURTH $50,743.54 $25,371.77 Exhibit "B" ~ ~~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Charles M. Trimmer Date of Death: June 27, 2002 Will No. Admin. No. 21-02-0656 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.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No x b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes x No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: 8.1/'?J rft4!{;/1~ Sign6tu e Michael A. Scherer, Esquire Name (Please type or print) 17 West South Street Carlisle, PA 17013 Address 717 249-6873 ( ) Tel. No. Capacity: Personal Representative x Counsel for personal representative (MAH:rmf/AM3) ~