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Home My WebLink About02-0664 PETITION FOR PROBATE and GRANT OF LETTERS No. -2J -02.-101D14 To: ALICE M. DRIVER Estate of also known as Register of Wills for the Deceased. Connty of Cumberland in the Social Security No. 201-07-9773 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut or in the last will of the above decedent, dated February 3, and codicil(s) dated None It is suggested chac RO~ W. Driver, husband of the Decedent, predeceased her on November 9, lYY . named ,19~ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Oecendent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at Bethany Village Retirement Center. 325 Wesley Drive, Lower Allen Township (Mechanicsburg, 17055). (list street, number and muncipality) Oecendent, then 86 years of age, died .Inn" 28. ,:tll: 2002 , at Bethany Village Retirement Center, Lower Allen ~ownship. Cumberland Co~nty, PA Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will "ffered for probate; was not the victim of a killing and was never adjudicated incompetent: None Oecendent 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: Unestimated '$ $ $ $ None WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary theron. (testamentary; administration c.La.; administration d.b.n.c.La.) ." u " " :g3 V" 0:" " -00 c'':: Cll"':: -" ~'- .,,~ ;0 " " M Vi ~~kJ?f~~ ---:_1.- Roy W. river, Jr. 240 Lower Flying Point Road Freeport. ME 04032 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA) s~ COUNTY OF CUMBERLAND J " The petitjoner~~) 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 and truly administer the estate according to law. ~Cd.~ -~~~ ~~ R W. Driver .Ir: Sworn to or affirmed before me this ;Ura Jul and subscribed day of !l 2002 '" ;;;. " " ~ '" ~ ~ Register Il-\'l- 4 No. 7.1-0.2-{o~~ Estate of ALICE M. DRIVER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW Ju1 y 23 J11} 2002, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated February 3, 1988 described therein be admitted to probate and filed of record as the last will of Alice M. Driver and Letters Testamentarv are hereby granted to Roy W. Driver, Jr. Probate, Letters, Etc. ......... $ Short Certificates( ).......... $ ~ i2XtJ;"<;t.lJ.Clg~~... $ jcp $ TOTAL _ $ 7-23-2002 Filed inalieci 'to' at6,l' 7:....23.:.2tJ02. . . . . . 60.00 15.00 9.00. 5.00 89.00 B FEES OR Y ( up. Ct. J.D. No.) 44 West Main Street Mechanicsburg. PA 17055-0318 ADDRESS (717) 697-8528 PHONE ',.j ! . , ~ ~ \; j '< ',,; , " " " ~ LAW OFFICES ;NELBAKER &. ELICKER LAST WILL AND TESTAMENT 21-02-664 I, ALICE M. DRIVER, of the Township of Upper Allen, County of Cumberland and Commonwealth of pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executor, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, unto my husband, ROY W. DRIVER, absolutely and in fee simple, if he survives me by as many as sixty (60) days. THIRD. If my husband, ROY W. DRIVER, does not survive me by as many as sixty (60) days, then and in that event, I order and direct that my Estate shall be distributed and disposed of in the following manner: A. I give and bequeath the sum of One Thousand ($1,000.00) Dollars unto my sister, namely, EVA R. BOWER, absolutely, if she survives me. B. I give and bequeath the sum of One Thousand ($1,000.00) Dollars unto my friends, namely, RUSSELL B. COLLINS and SYLVIA COLLINS (or either of them if one should predecease me), absolutely, if they or one of them survive me. c. I give and bequeath the sum of Five Thousand ($5,000.00) Dollars unto each of my grandchildren, namely, KATHERINE M. DRIVER and JOSHUA M. DRIVER, SUbject to the following protective provisions. I order and direct that said sums be paid over to and held by my son, ROY W. DRIVER, JR., in separate trusts if either of my said grandchildren has not attained the age of twenty-three (23) years at the time of my death, said Trustee to hold, invest and reinvest said sums until said grandchildren attain the age of twenty-three (23) years, at which time the respective trusts shall terminate and the balances thereof, if any, shall be paid to the beneficiaries absolutely. During the exercise of said trusts, the Trustee shall have discretionary authority and empower all or any part of said trusts for the respective post-highschool education of the beneficiaries. D. I give, devise and bequeath all the rest, J" residue and remainder of my Estate, real, personal fi and mixed, whatsoever and wheresoever situated, in equal shares unto my two (2) children, namely, ROY W. .~ ~ DRIVER, JR., and MARGARET K. DRIVER, share and share alike, absolutely and in fee simple. In distributing my residuary estate, I order and direct that the condominium dwelling unit known as 833 Old Silver Spring Road, Mechanicsburg, pennsylvania, (if I own it at the time of my death) shall be distributed unto my daughter, MARGARET K. DRIVER, at the value as finally determined for pennsylvania Inheritance Tax purposes. If said value shall exceed more than one-half of any net dis- tributable residuary estate, I order and direct that said excess amount shall be paid by my said daughter I-AW OfFICES ,NELBAKER 8: ELICKER to my son, ROY W. DRIVER, JR., within five (5) -2- ..... years after my death, together with interest thereon from the date of such distribution at the average rate of interest paid by three (3) commercial banking institutions having offices in Cumberland County as of the date of my death on 5-year certificates of deposit, such interest to be paid quarter-annually and the principal amount shall be paid on the fifth anniversary of my death (with the right to prepay said sum at any time or times at the discretion of my daughter), said obligation to be evidenced by a promissory note and secured by a mortgage on said condominium unit to my said son. LASTLY. I nominate, constitute and appoint my husband, ROY W. DRIVER, to be the Executor of this, my Last Will and Testament, but if for any reason he should fail to qualify as such Executor or cease so to serve, then and in that event, I nominate, constitute and appoint my son, namely, ROY W. DRIVER, JR., to be the Executor hereof, each and both to serve without bond or other security as a condition of qualification hereunder. IN WITNESS WHEREOF, I, ALICE M. DRIVER, have hereunto set my hand and seal to this, my Last Will and Testament which consists of three (3) typewritten pages to each of which I have affixed my signature this ai!J. day of_"'-v~~ , A.D., One Thousand Nine Hundred Eighty-eight (1988). {(1/r.IJ~ Ih )J-~i_""A.~~-( ~ (SEAL) The preceding instrument, consisting of this and two (2) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, publiShed and declared by ALICE M. DRIVER, the Testatrix therein named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in th pr nce of each other, have subscribed our names as witnesse. eto. / /,- LAW OFFICES NELBAKER & ELICKER /;J-cu,,~I >71 -1 ~\J'-O -3- " COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND ) We, ALICE M. DRIVER, RICHARD C. SNELBAKER and JANET M. FORRY, the Testatrix 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 Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of his or her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. _ U-A ''),.., J:; Testatrix -- / / ~'(_~~A.// Witness 26'1 "LZ r }' )-N _ .:7 l'-"- ~"-' witness u Subscribed, sworn to and acknowledged before me by ALICE M. DRIVER, the Testatrix, and subscribed and sworn to before me by RICHARD C. SNELBAKER and JANET M. FORRY, wi tnesses, this 3.//4 day of '-'7' __t.t~z~( '''7 , 1988. / CATHARINE E OOIJS . M[CNA~I{;SB;JRG BORO u~ N~:ARV 'pUBliC 1ll,:~~O~~~:S,ION EXPIRE:~~~~;~ ~~NTY . ,.,)f,'''.>!:''i'1:l!<1! AS$f''''''"li''f'l o'l L!,,' . <. n .",.. I r.'!. . ~!'<!l!l LAW OF'F1CES \lELBAKER & ELICKER ;:: m (J :t :>- (fJ z >Z n :>- ~tTJ en ~ ,., ~r-< '" ~ ~tJ:l C " ,., "" '" '" '" 0 Iii> r 0 p ~ '" i!J~ H -l Z OtTJ n '" '" ;:: m p, M 0 m > >< X Z Z en '" ~ z ~ 8)(> 8: 00 ~ en -l ~ >< " 13m p r-< ii1 r-< to < -l :>- ~r-< >0 H; >~ :>- l;i ;:JO H Z o~ t;i ;;; ZtTJ >0 ~ ;<l ~ 0 ~ ~ . 'i',J /, . ,-,.. . [7 -i:-1" ;0. J CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Alice M. Driver, Deceased 1-'. Date of Death: June 28, 2002 No. 2002-00664 PA No. 2102-0664 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 or about August 8, 2002: Name Roy W. Driver, Jr. Address 240 Lower Flying Point Road Freeport, Maine 04032-6380 Sylvia Collins 183 Woods Drive, Mechanicsburg, P A 17050 Katherine M. Driver 240 Lower Flying Point Road Freeport, Maine 04032-6380 Joshua M. Driver 240 Lower Flying Point Road Freeport, Maine 04032-6380 Margaret K. Driver 883 Old Silver Springs Road Mechanicsburg, P A 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE. Date: August 8, 2002 ~ Rl . Snelbaker, Esquire 44 West Main Street Mechanicsburg, P A 17055-0318 (717) 697-8528 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF lNDIVIDUAL TAXES DEPT.2S0601 HARR\SaURG, PA 17128.0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SNELBAKER RICHARD C 44 W MAIN STREET MECHANICSBURG, PA 17055 _____~n lold ESTATE INFORMATION: SSN: 201-07-9773 FILE NUMBER: 2102-0664 DECEDENT NAME: DRIVER ALICE M DATE OF PAYMENT: 09/23/2002 POSTMARK DATE: 0010010000 COUNTY: CUMBERLAND DATE OF DEATH: 06/28/2002 ACN ASSESSMENT CONTROL NUMBER 101 TOTAL AMOUNT PAID: REMARKS: RICHARD C SNElBAKER ESQUIRE CHECK#102 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS REV.' 162 EX(11-96l NO. CD 001642 MARY C. lEWIS REGISTER OF WILLS AMOUNT $1,500.00 $1,500.00 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 (1- T7-~ REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT v/ REV-t500EX{6-001 OFFICf!l.l USE ONLY FILE NUMBER 21 2002 ---966L __ YEAR NUMBER COUNTY CODE CECECENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) !2 Driver, Alice M ~ DATE OF DEATH (M M-DD- YEAR) DATE OF BIRTH (MM-OD- YEAR) W 06/28/2002 08/12/1915 U UJ (IF APPLlCA..8LE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Cl SOCIAL SEaJRITY NU MBER 201-07-9773 THS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SEOJRITY NU MBER w 00, Onginal Return 0 .... ~::!cn 04 0 V 0:>: Limited Estate wa.v 006 0 :tOO Decedent Died Testate (Attach copy a/Will v 0:-' a.<ll a. 09 Litigation Proceeds Received 0 <( 2 Supplemental Return D 3 Remainder Return (date of death pnorto 12-13-82) 4a Future Interest Compromise (date 01 death after 12"12-82) D 5. Federal Estate Tax Return Required 7. Decedent Maintained a Living Trust (Attach copy of Trust) _ 8 Total Number of Safe Deposit Boxes 10 Spousal Poverty Credit Idale oldealh Cetween 12-31-91 and 1.1.95) D 11, Election to tax underSec 9113(A)(Allach Soh 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO, NAME OJMPLETE MAILING ADDRESS >- Z w " Z " .. '" w IE 8 Ricahrd C. Sne1baker FIRM NAME (If Applicable) Sne1baker Brenneman & TELEPHONE NUMBER 44 West Main Street Mechanicsburg, PA 17055 71 7-697-8528 1 Real Estate (SChedule A) 0.00 9,491.18 0.00 0.00 (1) OFFICi,tll USE ONLY Stocks and Bonds (Schedule B) (2) 3 Closely Held Corporation, Partnership or Sole-Proprietorship (3) z o >= 5 :J f- a: <t u w Cl: 4 Mortgages & Notes ReceIVable (Schedule D) (4) 5 Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 6 Jointly Owned Property (Schedule F) 16) D Separate Billing Requested 7 Inter-Vivos Transfers & Miscellaneous Non.Probate Property (7) (Schedule G or L) 47,768.07 0.00 0.00 9 Funeral Expenses & Administrative Costs (Schedule H) (9) (8) 6,242.60 76.89 57,259.25 8 Total Gross Assets (total Lines 1-7) 10 Debts of Decedent, Mortgage Liabilities, & Liens (Sd1edule I) (10) 11 Total Deductions (total Lines 9 & 10) 6,319.49 50,939.76 0.00 (11) 12 Net Value of Estate (Line 8 minus line 11) 13 Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has nol been made (Schedule J) (12) (13) 14 Net Value Subject to Tax (Line 12 minus line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15 Amount of Line 14 taxable at the spousal tax 0.00 " rate, or transfers under See 9116 (a)(1,2) 0 i= 16 Amount of Line 14 taxable at lineal rate 49,939.76 <( .... " 0.00 a. 17 Amount of Line 14 taxable at sibling rale " 0 1,000.00 V 18 Amount of line 14 taxable at collateral rate x <( 19 Tax Due >- 50,939.76 (14) XOI~I_(15) 0.00 2,247.29 0.00 150.00 2,397.29 x04~(16) , 12 (17) , 15 (18) (19) 20 GJ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE .SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 2W46451000 Decedent's Complete Address: STREET ADDRESS 325 Wesley Drive Lower Allen Twp. , Cumberland Countv CITY I STATE I ZIP Mechanicsbura PA 17055 Tax Payments and Credits: 1. Tax Due (Paga 1 Line 1 g) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 2,397.29 0.00 1,500.00 75.00 3. Interest/Penalty if applicable 0, Interest E Penalty Total Credits (A + B + C) (2) 1,575.00 0.00 0.00 Totallnterest/Penalty (0 + E) (3) 0.00 4. 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 request a refund (4) 5 If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 822.29 A. Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + 5A. This is the Make DUE. (56) 822.29 . REGISTER OF PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Did decedent make a transfer and: Yes No D D D D D D contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D [X] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return. including accompanying schedules and statements, and to the best of my knowledge and belief. it is true, correct and complete Declaration of preparer other than the personal representative Is based on ail information of which preparer has any knowledge a. retain the use or income of the property transferred;. . . . . . . . . . . . . . b retain the right to designate who shall use the property transferred or its income: c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? . . . . . . . . 2. if death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which [Xl [Xl [Xl [Xl IXI IXI DATE /Y}~ 7-1. ~3 / Free ort ME 04032 A st Main Street P.O. Box 318 Mechanicsburg, PA 17055 For dates of death on or after July 1, 1994 and before January 1, 1995, Ihe tax rate imposed on the net value of transfers to or for the use of the surviving spouse IS 3% (72 PS S 9916 (a) (1 1) (i)J For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse IS 0% [72 PS S 9116 (a) (1.1) (li)J The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is lheonly beneficiary For dates of death on or atter July 1, 2000 The tax rate Imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P,S. S 9116(a)(1 ,2)] Tne tax rate Imposed on the net value of transfers to or for the use of the decedent's lineal beneficianes is 4,5%. except as noted in 72 PS S 9116(12) [72 PS 89116(a)(1)] The tax rate im posed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 PS 8 9116(a)(1. 3)1 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 adopllon 2,...46461000 REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS Driver, Alice M FILE NUMBER 21-2002-0664 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CESffilPTION Sun Life Financial Services of Canada, Inc., 439 shares of common stock valued at $21.62 per share VALUE AT DATE OF DEATH 9,491.18 TOTAL (Also enter on line 2, Recapitulation) $ 9,491.18 2W46963.000 (If more space is needed, insert additional sheets of the same size) Ii1EV-1508 EX t (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Driver, Alice M FILE NUMBER 21-2002-0664 Include the proceeds of litigation and the date the proceeds 'Were recewed by the estate All property Jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. Prudential Financial, investment account #044-314258-33 consisting of $2,451.811 shares of Federated High Income Fund B valued at $7.20 per share and cash of $125.05 VALUE AT DATE OF DEATH 17,778.09 2 Nuveen Investments, account #12824365944, fund consisted of $92.098 units valued at $23.47 per unit, plus $.05 accrued interest. 2,161.59 3 PNC Bank, N.A., checking account #5070021459 8,485.76 4 Member's First Federal Credit Union, savings account # 10202-00 2,858.72 5 Member's First Federal Credit Union, Certificate of Depsoit #10202-40 30 MO 1,004.74 6 Margaret K. Driver f loan receivable 15,000.00 7 Ashbury Services, Inc., refund on resident care 479.17 2W46AD2000 TOTAL(Also enter on line 5, RecaD~ulation) $ (If more space is needed, insert additional sheets of the same size) 47,768.07 REV-1511 EX+(1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESICENT CECEDENT ESTATE OF Driver, Alice M FILE NUMBER 21-2002-0664 Debts of decedent must be renorted on Schedule I. ITEM NUMBER DESCRIPTION AMOU NT A. FUNERAL EXPENSES: 1. Myers Funeral Home, Inc. , balance due on funeral 6.00 expenses 2 Schultz Memorials, inscription on monument 75.00 3 Hillside Cafe, funeral luncheon 170.79 B ADMINISTRATIVE COSTS 1. Personal Representative's Commissions 2,200.00 Name of Personal Representative(s) Roy W Driver, Jr. Social Security Number(s) f EIN Number of Personal Representative(s) Street Address 240 Lower Flying Point Road City Freeport State ME Zip 04032 Year(s) Commission Paid: 2 Attorney Fees Name : Snelbaker, Brenneman & Spare 2,000.00 3 Family Exemption. (If decedent's address is not the same as claimant's, attach explanation) 0.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 89.00 5 Accountant's Fees 0.00 6. Tax Return Pre parer's Fees 0.00 7. Register of Wills, Cumberland County, filing fee for 15.00 Inheritance Tax Return 8 The Patriot-News, advertising Executor's notice 119.95 9 Cumberland Law Journal, advertising Executor's notice 75.00 10 Register of Wills, Cumberland County, short 3.00 certificate 11 Northern Indemnity, Co. , fee for lost securities 149.06 Total from cont1nuat1on pages.... l,:>:>~.~U TOTAL (Also enter on line 9, Recapitulation) $ 6,242.60 2W46AG2,OOO (If more space is needed, insert additional sheets of same size) Estate of: Driver, Alice M Schedule H, Part B -- Administrative Costs Item No. Description 12 J.P. Morgan Chase & Co., processing fee 13 Transportation expenses incurred by Executor to administrator Decedent's estate (airplane ticket, car rental, hotel expenses, etc.) 14 Reserve for filing fees, accounting costs and other miscellaneous charges associated with the administration of Decedent's Estate. TOTAL. (Carry forward to main schedule) Page 2 21-2002-0664 Amount 25.00 814.80 500.00 1,339.80 REV-1512 EX + (1-97) CDMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESICENT CECECENT ESTATE OF Driver, Alice M SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-2002-0664 Include unreimbursed medical exnenses. ITEM NUMBER DESCRIPTION AMOU NT 1. Alert Pharmacy, prescriptions, account payable 48.47 2 Global Crossing, phone card, account payable 3.42 3 Co-op America, subscription fee for discount medical supplies, account payable 25.00 2W46AH2,OOO TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 76.89 REV-1513 EX+ (9-00) COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESla::NT CECEDENT ESTATE OF Driver Alice M SCHEDULE J BENEFICIARIES NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Driver, Jr., Roy W 240 Lower Flying Point Road Freeport, ME 04032 1. 2 Collins, Sylvia 183 Woods Drive Mechanicsburg, PA 17050 3 Driver, Katherine M 240 Lower Flying Point Road Freeport, ME 04032 4 Driver, Joshua M 240 Lower Flying Point Road Freeport, ME 04032 5 Driver, Margaret K 883 Old Silver Springs Road Mechanicsburg, PA 17055 FILE NUMBER 21-2002-0664 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Son Friend Granddaughter Grandson Daughter AMOUNT OR SHARE OF ESTATE 19,969.88 1,000.00 5,000.00 5,000.00 19,969.88 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN AOOVEON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II, NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 2W46AI1000 TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LJNE 13 OF REV.1500 COVER SHEET (If more space IS needed, Insert additional sheets of the same size) $ 0.00 L.A.W OFFICES SNELBAKER a ELICKER LAST WILL AND TESTAMENT I, ALICE M. DRIVER, of the Township of Upper Allen, county of Cumberland and Commonwealth of pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executor, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, unto my husband, ROY W. DRIVER, absolutely and in fee simple, if he survives me by as many as sixty (60) days. THIRD. If my husband, ROY W. DRIVER, does not survive me by as many as sixty (60) days, then and in that event, I order and direct that my Estate shall be distributed and disposed of in the following manner: A. I give and bequeath the sum of One Thousand ($1,000.00) Dollars unto my sister, namely, EVA R. BOWER, absolutely, if she survives me. B. I give and bequeath the sum of One Thousand ($1,000.00) Dollars unto my friends, namely, RUSSELL B. COLLINS and SYLVIA COLLINS (or either of them if one should predecease me), absolutely, if they or one of them survive me. C. I give and bequeath the sum of Five Thousand ($5,000.00) Dollars unto each of my grandchildren, namely, KATHERINE M. DRIVER and JOSHUA M. DRIVER, sUbject to the fOllowing protective provisions. I '-'---"--- ....--_.....~.._- _.~._........'...~~--'-.,_.._~..,.......,-- - order and direct that said sums be paid over to and held by my son, ROY W. DRIVER, JR., in separate trusts if either of my said grandchildren has not attained the age of twenty-three (23) years at the time of my death, said Trustee to hold, invest and reinvest said sums until said grandchildren attain the age of twenty-three (23) years, at which time the respective trusts shall terminate and the balances thereof, if any, shall be paid to the beneficiaries absolutely. During the exercise of said trusts, the Trustee shall have discretionary authority and empower all or any part of said trusts for the respective post-highschool education of the benef iciades. D. I give, devise and bequeath all the rest, ) residue and remainder of my Estate, real, personal fi and mixed, whatsoever and wheresoever situated, in equal shares unto my two (2) children, namely, ROY W. ,~ '~ DRIVER, JR., and MARGARET K. DRIVER, share and share alike, absolutely and in fee simple. In distributing my residuary estate, I order and direct that the condominium dwelling unit known as 833 Old Silver Spring Road, Mechanicsburg, pennsylvania, (if I own it at the time of my death) shall be distribut~d unto my daughter, MARGARET K. DRIVER, at the value as finally determined for pennsylvania Inheritance Tax purposes. If said value shall exceed more than one-half of any net dis- tributable residuary estate, I order and direct that said excess amount shall be paid by my said daughter l.J\.W OFFICES SNELBAKER 8: ELICKER to my son, ROY W. DRIVER, JR., within five (5) -2- l.AW OFFICE$ SNELBAKER a ELICKER years after my death, together with interest thereon from the date of such distribution at the average rate of interest paid by three (3) commercial banking institutions having offices in Cumberland County as of the date of my death on 5-year certificates of deposit, such interest to be paid quarter-annually and the principal amount shall be paid on the fifth anniversary of my death (with the right to prepay said sum at any time or times at the discretion of my daughter), said obligation to be evidenced by a promissory note and secured by a mortgage on said condominium unit to my said son. LASTLY. I nominate, constitute and appoint my husband, ROY W. DRIVER, to be the Executor of this, my Last Will and Testament, but if for any reason he should fail to qualify as such Executor or cease so to serve, then and in that event, I nominate, constitute and aPPoint my son, namely, ROY W. DRIVER, JR., to be the Executor hereof, each and both to serve without bond or other security as a condition of qualification hereunder. IN WITNESS WHEREOF, I, ALICE M. DRIVER, have hereunto set my hand and seal to this, my Last Will and Testament which consists of three (3) typewritten pages to each of which I have affixed my signature this a~ day Of~ ' A.D., One Thousand Nine Hundred Eighty-eight (1988). 0", -" '-)711. ,.ff:-i."....V~-(.{J (SEAL) The preceding instrument, consisting of this and two (2) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by ALICE M. DRIVER, the Testatrix therein named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in/th pr c of each other, have subscribed our names as witnesses- eto. '/ ~'e~tMA'~< ~~t '/11. -:f ~ -3- COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND we, ALICE M. DRIVER, RICHARD C. SNELBAKER and JANET M. FORRY, the Testatrix 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 Testatrix signed and executed the instrument as her Last will and Testament and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of his or her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Uu '>>-,..J::; Testatrix /2a ' H,'L-C.t ;Y )Fl_ :; L~~ Witness subscribed, sworn to and acknowledged before me by ALICE M. DRIVER, the Testatrix, and subscribed and sworn to before me by RICHARD C. SNELBAKER and JANET M. FORRY, witnesses, this 3.A<I '" day of &- _e~/:(/ZiU:I/;:"T , 1988. ~Z:;#;ld/~O ~ /L-<2l-v..OA Notary Public CATHARINE E. 8OUSUM. NOTARY PUBLIC MECUANICS8URn p.nr.m ('II""~"" ... 1'/- ??- Y ~ BUREAU Of INOIVIDUAL TAXES INHERITANCE TAX DIVISIDN DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE Of INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLOWANCE Of DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-05-2003 DRIVER 06-28-2002 21 02-0664 CUMBERLAND 101 RICHARD C SNELBAKER SNELBAKER ETAL 44 W MAIN ST MECHANICSBURG PA 17055 *' REV-15~1 EX iF' UI-05l ALICE M Allouot Rellitted I CHANGED (11 (21 (31 (41 (51 (61 (71 .00 9.491.18 .00 .00 47, 768.07 .00 .00 (81 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 ~ iiE"y:i5'4TE"x--AFiQiiFo:3rNiificE--OF-YNHEifiTANCr,:"Ain\-pPRA-isEMEN'r,--AixoWANcE-o-R:----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DRIVER ALICE M FILE NO. 21 02-0664 ACN 101 DATE 05-05-2003 TAX RETURN WAS, (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. stocks and Bonds {Schedule Bl 3. Closely Held stock/Partnership Interest (Schedule CJ 4. Mortgages/Notes Receivable (Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule GJ 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad... Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule IJ 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax If an assessment was issued previously, lines 14, 15 and/or 16, 17, 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 (15J 16. Amount of Line 14 taxable at Lineal/Class A rate (16J 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18J 19. Principal Tax Due NOTE: (91 (101 6,242.60 00 = 045 = 12 = 15 = (191= NOTE: To insure proper credit to your account~ submit the upper portion of this form with your tax paYllent. 57,259.25 6.319 49 50,939.76 .00 50,939.76 .00 2,247.29 .00 150.00 2,397.29 TAX CREDITS: l<l AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-I 09-23-2002 CDOO1642 78.95 1,500.00 03-27-2003 CD002346 .00 822.29 04-28-2003 REFUND .00 3.95- TOTAL TAX CREDIT 2,397.29 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 76.89 IllI (121 (131 (141 .00 X 49,939.76 X .00 1I 1,000.00 X . If PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REflECTED AS A "CREDIT" (CRI, YOU MAY BE DUE A REfUND. SEE REVERSE SIDE Of THIS FORM fOR INSTRUCTIONS. I nC: - "- == (C :::S ~.. 0-' ~~p 8 $'~ I.() (J ~"'_., -~ !"~ C) (r,:~ r.J. ::lI: ::< I \D :;p <' o ~" RESERVATION: Estates of decedents dying on or before Decellber lZ~ 1982 -- if any future interest in ~~'estatB .Q;. transferr~ in possession Dr enjoy.ent to Class B (collatBraU beneficiarias of the decadent eftsr 'fhe"-"expirat.Qtn of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z3 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or .oney order payable to: REGISTER OF HILLS.. AGENT REFUND (CR): A refund of a tax credit~ which was not requested on the Tax Return~ may be requested by co.pleting an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills~ any of the 23 Revenue District Offices~ or by calling the special 24-hour answering service for for.s ordering: 1-800-362-2050, services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement~ allowance~ or disallowance of deductions~ or assessment of tax (including discount or interest) as shown on this Notice .ust object within sixty (60) days of receipt of this Notice by: --written protest to the PA Depart.ent of Revenue~ Board of Appeals, Dept. 281021~ Harrisburg, PA 17128-1021, OR --election to have the matter deter.ined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assess.ent should be addressed in writing to: PA Department of Revenue~ Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg~ PA 17128-0601 Phone (7171 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-15011 for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent"s death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996~ the first day after the end of the tax a.nesty periOd. This non-participation penalty is appealable in the same .anner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency~ or nine (9) months and one (1) day fro~ the date of death, to the date of payment. Taxes which became delinquent before January l~ 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January I~ 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Rate ~ Year ~ Factor Year Rate Year Daily Factor 1982 20Z .000548 1987 91- .000247 1999 n .000192 1983 16Z .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .000247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000164 1986 10% .000274 1995-1998 9% .000247 2003 5Z .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assess~ent. If payment is .ade after the interest computation date shown on the Notice, additional interest must be calculated. \.. / -' / '/' / - ~ ~/ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-D601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' lEV-U07 EX AFP (01-03) HEt( nE , I DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-12-2003 DRIVER 06-28-2002 21 02-0664 CUMBERLAND 101 ALICE M RICHARD C SNELBAKER SNELBAKER ETAL 44 W MAIN ST MECHANICSBURG "03 JUN -6 !~11:52 Amount Rellitted ..', \,....:8(;-., PA leQI~>" '.' ;\ MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account~ submit the upper portion of this for.. with your tax paYIIBnt. CUT ALONG THIS LINE __ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-'FifiilTEx-AFP--foY--iiiY------...-iNHERll:ANCrTAX--STA-iE;.iENT-OF-ACfciiuN-i--...--------------------- ESTATE OF DRIVER ALICE M FILE NO. 21 02-0664 ACN 101 DATE 05-12-2003 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-28-2003 PRINCIPAL TAX DUE:", 2,397.29 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-23-2002 CDOO1642 78.95 1,500.00 03-27-2003 CD002346 .00 822.29 04-28-2003 REFUND .00 3.95- TOTAL TAX CREDIT 2,397.29 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRl, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l ESTATE NO.21-02-0664 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY ROY W. DRIVER JR., EXECUTOR OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF ALICE M. DRIVER, DECEASED, LATE OF LOWER ALLEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA Roy W. Driver, Jr., Executor as aforesaid and Accountant herein, avers as follows: DATE OF DECEDENT'S DEATH: DA TE LETTERS TEST AMENT ARY ISSUED: June 28, 2002 July 23, 2002 DATES EXECUTOR'S NOTICE ADVERTISED: Cumberland Law Journal Patriot-News Co. August 9, 16,23,2002 August 6, 13, 20, 2002 FIRST AND FINAL ACCOUNT PERSONALTY - PRINCIPAL ACCOUNT DEBITS The Accountant charges himself with the receipt of the Decedent's personalty, goods and chattels as set forth in his inventory heretofore filed in the amount of: The Accountant claims the following additions: 1. Sun Life Financial Services of Canada, Inc., life insurance proceeds 2. Roy W. Driver, Jr., repayment of funds borrowed from PNC Bank checking account after Decedent's death 3. Commonweatlh of Pennsylvania, refund on Inheritance Tax 4. Roy W. Driver, Jr., cash paid from personal funds for initial deposit into Atlantic Credit Union savings account # 56886-00 (required to open estate checking account) TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: PERSONALTY - PRINCIPAL ACCOUNT CREDITS LAW OFFICES SNELBAKER BRENNEMAN & SPARE The Accountant claims credit for the payment of the following items from Decedent's Personalty Account: 1. CIBC Mellon Trust Co., fee for lost bond on Nuveen Investment account 2. Register of Wills, estimated Inheritance Tax payment 3. Alert Pharmacy, perscriptons 4. Myers Funeral Home, Inc., balance due on funeral expenses 5. J.P. Morgan Chase & Co., processing fee 6. Shultz Memorials, inscription on monument 7. Hillside Cafe, funeral luncheon 8. Roy W. Driver, Jr., Executor's travel expenses 9. Global Crossing, phone card charges 10. Co-op America, subscription fee for discount medical supplies 11. Register of Wills, Agent, Inheritance Tax Due 12. Register of Wills, filing fee for Inheritace Tax Return 13. Register of Wills, additional probate fee 14. Prudential Financial, loss on sale of stock 15. Sun Life Financial Services of Canada, Inc., loss on sale of stock Page 1 $ 57,259.25 6,235.56 2,540.00 3.95 25.00 $ 66,063.76 $ 149.06 1,500.00 48.4 7 6.00 25.00 75.00 170.79 562.50 3.42 25.00 822.29 15.00 55.00 1,020.31 1,709.10 16. Nuveen Investments, loss sale of investment 17. Roy W. Driver, Jr., funds borrowed from PNC Bank checking account after Decedent's death 18. Roy W. Driver, Jr., reimbursement for overpayment of funds borrowed from PNC Bank checking account after Decedent's death Items to be paid subsequent to confirmation of Final Accounting: 19. Roy W. Driver, Jr., Executor's commission 20. Roy W. Driver, Jr., reimbursement for initial deposit into Atlantic Region Federal Credit Union savings account # 56886-00 (required to open estate checking account) 21. Snelbaker, Brenneman & Spare, P.C., attorney services 22. Snelbaker, Brenneman & Spare, P.C., costs advanced: a. Register of Wills, probate fees 89.00 b. The Patriot-News, advertising Executor's notice 119.95 c. Cumberland Law Journal, advertising Executor's notice 75.00 d. Register of Wills, Short Certificate 3.00 23. Reserve for filing fees, accounting costs and other costs associated with the administration of the Decedent's Estate TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: $ PERSONALTY - INCOME ACCOUNT DEBITS The Accountant charges himself with the receipt of the following Income from the investment of Personalty Principal: 1. Member's First Federal Credit Union, interest on savings account and Certificate of Deposit 2. Prudential Financial, bond dividend 3. PNC Bank, checking account interest 4. Atlantic Region Federal Credit Union, estate checking account, interest TOT AL, PERSONALTY, INCOME ACCOUNT, DEBITS: PERSONALTY - INCOME ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from the Personalty Principal Account: 1. Greenawalt & Company, P.C., preparation of 2002 Final Individual Tax Returns 2. IRS, income tax due on 2002 Final Individual Income Tax Return TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: REAL ESTATE - PRINCIPAL ACCOUNT DEBITS The Accountant charges himself with the receipt of Decedent's Real Estate as set forth in his Inventory heretofore filed in the amount of: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: REAL ESTATE - PRINCIPAL ACCOUNT CREDITS LAW OFFICES SNEL8AKER BRENNEMAN & SPARE The Accountant claims credit for the payment of the following items from Real Estate Principal Account: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: Page 2 95.83 2,497.61 42.39 2,200.00 25.00 2,000.00 286.95 500.00 13,834.72 $ 18.29 $ 125.04 1.84 156.88 302.05 $ 260.00 74.00 334.00 $ $ $ NONE NONE $ $ NONE NONE LAW OFFICES SNELBAKER BRENNEMAN & SPARE REAL EST ATE - INCOME ACCOUNT DEBITS The Accountant charges himself with the receipt of the income from the investment of Real Estate Principal Account: TOTAL, REAL EST ATE, INCOME ACCOUNT, DEBITS: $ $ NONE NONE REAL ESTATE - INCOME ACCOUNT CREDITS The Accountant claims credit for the payment of the following items From the Real Estate Income Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: $ NONE $ NONE Page 3 RECAPITULATION PERSONAL TV: PRINCIPAL ACCOUNT: Debits $ 66,063.76 Credits 13,834.72 Balance $52,229.04 INCOME ACCOUNT: Debits $ 302.05 Credits 334.00 Balance $ 131.951 TOTAL PERSONAL TV $ 52,197.09 REAL ESTATE: PRINCIPAL ACCOUNT: Debits $ NONE Credits $ NONE Balance $ NONE INCOME ACCOUNT: Debits $ NONE Credits $ NONE Balance $ NONE TOTAL REAL EST ATE: $ NONE TOTAL FOR DISTRIBUTION: $ 52,197.09 LAW OFFICES 5NELBAKER BRENNEMAN & SPARE Page 4 STATE OF MAINE COUNTY Uli>j 6e rz( fI v<.- ~ 55. Roy W. Driver, Jr., being duly sworn according to law deposes and says: that he is the Executor of the Estate and under the Last Will and Testament of Alice M. Driver, Deceased; that he is the Accountant herein; that the foregoing is a true and complete accounting of his administration of said Estate; that the attached list or schedule [*) contains the names, addresses and amounts due unpaid creditors who have given proper notice of their claims; that the attached list or schedule [**] contains the names and addresses of all persons interested in the distribution of said Estate; and that the facts set forth herein are true and correct to the best of his knowledge, information and belief. 9'!:~:J..cd lJ <;,~ c-:;..,L , &.. Ro(JN. Dnver, Jr., Executor Sworn to and subscribed before m~< i:f T/uJay of J IV /" - 'j ..., '" 'I'i . '/ <- '(20Uft I- "C\TFcvQ() COM 111 {!,c; (fM5 6--/-ID 2003. l r }.) ()(-t912y / . . E. yffl2e:S LAW OFFICES SNELBAKER BRENNEMAN & SPARE Page 5 LAW OFFICES SNELBAKER BRENNEMAN & SPARE . UNPAID CREDITORS: .. PERSONS INTERESTED IN DISTRIBUTION OF ESTATE: 1. Sylvia Collins 183 Woods Drive Mechanicsburg, PA 17055 2. Roy W. Driver, Jr. Trustee for Katherine M. Driver 240 Lower Flying Point Road Freeport, Maine 04032-6380 3. Roy W. Driver, Jr. Trustee for Joshua M.. Driver 240 Lower Flying Point Road Freeport, Maine 04032-6380 4. Roy W. Driver, Jr. 240 Lower Flying Point Road Freeport, Maine 04032-6380 5. Margaret K. Driver 883 Old Silver Springs Road Mechanicsburg, PA 17055 Page 6 NONE LAW OFFICES SNELBAKER BRENNEMAN & SPARE STATEMENT OF PROPOSED DISTRIBUTION Roy W. Driver, Jr., Executor and Accountant herein, proposes to distribute the balance of the Estate of Alice M. Driver, Deceased, to wit: $ 52,197.09 in accordance with the Last Will and Testament of said Decedent as follows: 1. Sylvia Collins Bequest as per Item 3B of Will $ 1,000.00 2. Roy W. Driver, Jr., Trustee for Katherine M. Driver Bequest as per Item 3C of Will 5,000.00 3. Roy W. Driver, Jr., Trustee for Joshua M. Driver 5,000.00 Bequest as per Item 3C of Will 4. Roy W. Driver, Jr. 20,598.55 50% of residue as per Item 3D of Will 5. Margaret K. Driver 20,598.54 50% of residue as per Item 3D of Will TOTAL DISTRIBUTION: $ 52,197.09 Page 7 LAW OFFICES SNELBAKER BRENNEMAN 8: SPARE STATE OF MAINE COUNTY (u 1-1 r?Y;: rL( ,+ .1- I'" 55. RoV W. Driver, Jr., being duly swam according to law, deposes and says that the facts set 10rth in the foregoing Statement of Proposed Distribution are true and correct to the best of his knowledge, information and belief. Sworn to and subscribed be10re me this 13ft- day of J U I'v b- 2003, Q gf:/L <::-~?2 . ""71.< '. 't{:Il 'Roil/if L~ j t='OUQ T/i:::./ /JOTItR- Y fOllY! {~} (CAS e:yftlZES 6-- {-(v Page 8 ~~,..t.'J&. Roy . Driver, Jr., Executor k COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ) 55: Roy W. Driver, Jr. being duly sworn according to law, deposes and says that he is the Executor of the Estate of Alice M. Driver late of ----1,owgLl'-lle1L']:'Q~wn_shi p-~-~ ----_ Cumberland County. Pa., deceased and that the within is an inventory made by Roy W. Driver, Jr '_, the said Executor of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. _3 ."~ ,""",..d :'.:: ::' I (..~tfL~ { {:Ol) v_ C(;-c \ 0011'l/2 Y J e (hll!') t { Pi 16/ L ~ = 'I'/'rlks 6- { - 10 lEx- SWQ rn Exec.utor - d'ministrator W. Driver, Jr., Executor 240 Lower Flying Point Road Freeport, Maine 04032-6380 Address Date of Death 28th June Month 2002 Day Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, FiduClioiries Act of 1949. ~. ,,<.. N . U Po< " ..-j ..c:: Ul "'" <:: '" " '" 0 "" 0 >- E-< .. H I .... w ~ , "" .... '" I iJJ N >- W <( <:: .. ~ 0 ex: e.. .... iJJ u 0 Vl .. .. CO I 0 w w rl C "'.0 ,.. rl I "" H rl '" rl " l- e.. c N .... --' u.. iJJ .0: e.. iJJ k Z '" 0 , u.. --' <( 0 :> ~I e.. <:: i w 0 <( w ..-j ,;. Ul 'I > z "" H - L Z 0 c Cl c ~ .; I Vl z 31 0 u "" u z I w <( ;;;: .... 1]1 e.. "" ! c iJJ '" 0 ~ -;: I ..-j 0 .. -"' -" 0 I rl .. E "" o ..-j ..: - ..!! 11 '" ~ o P:< --' U u:: ... Inventory of the real and personal estate of ALICE M. DRIVER, Deceased PERSONALTY: 1. Sun Life Financial Services of Canada, Inc., 439 shares of common stock valued at $21.62 per share 2. Prudential Financial, investment account #044-314258-33 consisting of: a. 2,451.811 shares of Federated High Income Fund B valued at $7.20 per share $17,653.04 (Stock Value) b. Cash $ 125.05 (cash value) 3. Nuveen Investments, account #12824365944, fund consisted of 92.098 units valued at $23.47 per unit plus $.05 accrued interest 4. PNC Bank, N.A., checking account #5070021459 5. Member's First Federal Credit Union, savings account #10202-00 6. Member's First Federal Credit Union, Certificate of Deposit #10202-40 30 MO 7. Margaret K. Driver, loan receivable 8. Ashbury Services, Inc., refund on resident care TOTAL PERSONALTY: REAL ESTATE: 1. Decedent did not own any Real Estate at the time of her death TOTAL PERSONALTY AND REAL ESTATE: Page 1 $ 9,491.18 17,778.09 2,161.59 8,485.76 2,858.72 1,004.74 15,000.00 479.17 $ 57,259.25 0.00 57,259.25 r::f? ~'t:":" fit ..;,-, li ~ "'.J::-'.. "'_ " .' . _ ~;:+...' c,_ l: ...;:.;:, .,~. 0=010,.., C C' . CL... Y,,-, ,0 '0 ,---:"j ..... "0 .' j --.-"r.: -'""'"'-1 ~ ~ g 'i~'~.:' . 1! - c. -- 0:::; 0 C_.,. <:e 0.. ..""; 1_ L,-, l~z c .' -.. [." - " '''-0 ~ - 'I '-~I"O :;'~"-:" ". 'I' - .. "'-~ <::> :. 0 ~ .," 1._. c. _ j', . 6:ll'l'~ do, >--,- '~.I - :::: -0 '..' ) ':'~.'~ 8- ". -" " c"""'",,_'" 0" r r ,..) (/} . if . (-;..=;-; t5 Ii , '"'<<1 01-' ~~ "'H "':>< i p,~ z , zz: 0 O~ H ~p, ~ III O.~:>- 0::>--- H I HO ! ~Z 0;:0 H HS gg I, !ij I I I-'Uo I "' "" Z I-' '_'__ L. '" . '-' "" " "" " :> 0 I-' U "" o 'tJ " " (]) CO ;<:HH H ... "' <<1 (]) U .0 H ... Fl '" ~ " CO < >>U 'r-! o " ~ H .. 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U~'-C."'CI~St:' Si.,(=~i;:S-:~~C;: '.D;I,...-(;'ir.:";"'~~)X ?J1 ,p .~ ~ :~~ ~ g .~ .~: lQ r:-:: z < ~ ~ :: )- ,~' '7 ,~ Z h 1. 2] ~ _ 0- ~ ~ c ;L; ~ k ry CD ~ en U Z ,. I I! Irl :;; STATUS REPORT UNDER RULE 6.12 011" oK Name of Decedent: Alice M. Driver Date of Death: June 28, 2002 Will No.: 21-02-0664 Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, [ 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 GI No 0 2. [fthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. [fthe answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes X No 0 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 0 No IX] c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be file ith he C the Orphans' Court and may be attached to this r port. Date: r~;0 Si Richard C. Snelbaker Name Snelbaker, Brenneman & Sapre, P.C. 44 West Main Street Mechanicsburg, PA 17055 Address (717) 697-8528 Telephone No. Capacity: 0 Personal Representative [X] Counsel for personal representative