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Home My WebLink About02-0870 PETITION FOR PROBATE and GRANT OF LETTERS Estate of. m <A, ~ ~("; .... b.C",,- (' -\-.Q. .. also known as No. To: Register of Wills for the Deceased. County of C',. ~ \. .. ,..l~ in the Social Security No. 1 q S - 07 - SII., I Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age 0' olqer an the execut (; y. in the last will of the above decedent, dated E> f "! f 9 'I and codicil(s) dated 21-02-870 named ,19_ (state relevant circumstances, e.g. renunciation. death of executor, etc.) Decendent was domiciled at death in C \Am ~ ,,,,,.,qi last family or principal residence at .. s.s. . h iJ ).,"" (list street, number and muncipality) Decendent, then 8' 7 years of age, died q / .;;2-0 , 1'9- ;< <> '" ~ at (Yl E'SS;,,,VI \J. \l"i'Je.. I. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate: was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (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: County, Pennsylvania, with '\ 0.. -0..- (-\ II...... J 100 . 00 .s- $ $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters (testamentary; administration c.I.a.; administration d.b.D.c.t.a.) theron. '" u u " u ~3 u~ ",g -g.g ~.: 3~ u. ~o ~ ., Vi Be..-th G. \L\:~... ~g e.",,~ ~ '(Y\",,: 7 5*,....... + 0",-~h I t\ \&0 'i _-v JA /.J . I(~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1- ss COUNTY OF CIDffiE~ J 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 and truly administer the estate according to law. -:D~ /. iL~ Sworn to or affirmed and subscribed before me this 26th day of _ SEPTEMBER . tIl: 2002 ~)>- ..~-~~uffr, , ~ A2y~ ~~/ gister /?- ?O - /3 '" ;;;- '" l:l i? co ~ { ~o. 21-02-870 Estate of MARJORIE G CARTER , Deceased DECREE OF PROBATE A~D GRA~T OF LETTERS AND NOW SEPTEMBER @C Jl9]!;2002, in consideration of tne petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated MAY 5, 1999 described therein be admitted to probate and filed of record as the last will of MARJORIE G CARTER TESTAMENTARY and Letters are hereby granted to BETH G KRIER ~h?A//77 (Jh'h {pI(', .1:('0"'<0/. Register ofWi~ ~ ~ FEES Probate, Letters, Etc, ......... Short Certificates( )........., tietf,i'i{l:'fJ'tion .......'........ JCP $ $ $ $ 5.00 TOTAL _ $ 183.00 ..... .~J;:li'',l'.EWlJ;:R. ,2,ti,. :z.QQZ.....,., 115.00 54.00 9.00 ATTORNEY (Sup. Ct. I.D. No.) ADDRESS Filed PHONE ]]]O').klli REV'),'"" This is to certify that [he information here given is correct! co ied fr .. 1 . Local Registrar. The original certificate will be fOJwarded Y h P S ~m ~nRongma ce~nficate of death duly filed with me as to r e tare 1ta ecords Ofhce for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. 4~!jh ~~ _ Lo egistrar '? Fee for this certifIcate, S2.00 " p 8660639 9-43---0 :L- Date 21-02-870 H10$.143 Rev. 2181 COMMONWEALTH OF PENNSYLVANIA- DEPARTMENT OF HEAl THe VITAL RECORDS CERTIFICATE OF DEATH TYP<IPOWI " ..- ......... fIWe(1'~-'UoIO - "" """'''''''''''...... 195 07 Q,l,rr:0Icv.~0eJ."'M'l t. II r orie Gs t. Carter ACl!CU-~ 1_ - ... 5161 ,5. ember 20 2002 87 VII. , , - I """""'''''. _Ot,...,CounIry) llarrisburg _,_",--on_-. L CCIl.NrYOIOUct'H ::::"'0 )1 ~ erland k er Al en " ... lIe..iah Villa WASoeatefr I!'4Il '" ~_...... "'-D"ca 'L ~..........-- .- tl.White .............. .....,.,.--. - 1QIoe---......- .............__, t.Piacal ~.i.t.aDt nit. oecaD8I'ta-...oADCRSI (!Inol,cwr____eoe.a LCB ~ i:J Q . Q I 100 Kt. Allen Drive .. Kecban1caburg, PA 17055 ,..nenlWoC r-......"- .. Rufus Kellin er ..-....-- ... Beth G. !trier """"'''- O. --u ~1JI"--fIIIflI!'.I-. 0 - -- - -..." - ...... r..-=- .-- .k_ PA .. - MO, - Allen - tft.ODooI,_ C!umberland tH.O=-~of o llIDlHEfI"S_f'InI......_~ t.. Mar aret Kill. lIII"OIlMIHrI~~(!Inol,CIIltT_..._ClloMl ..258 Ba.t Main Street, Bath, PA 18014 :LaIPOSlTION.-....c--,.e--y lIXA~-'*"'-..._ClIGI Con-O-Lit. Crematory 2002 :tic. 2tlL Schaeffer. town, PA "",'IUlXlMUQI,AClIJ7Y J.... B.. 9 . l'unera Boae, JIc. 2100 Llngl..tOW'D Roa4, Harrisburg, PA 17110- UC&ISE"'-": GAu'1IGM!O ......DIJ,...., - - WASCASl!IlIFUlREOTO~ a - 1::-""-: "0 Q ~ ~ ~ Q,l,'fIEl'flICftOUNCIOou.D(IoIorM.Dey."-I k 5t15 PK . a S ~ember 20, 2002 ...MtL ~_-'__Ot"""""""_""'" 011"'_"_"'--"'''''''___--",__.",_ UII...,__.....h ,Mrll: Clh6..............-...III......... .........IIl..-...._....._NIn"L ~ " ... ~ a . .. ... ~ ~ " .~ ~ o ""' ~ ::! F awlOlClltAII..~Ol'): awlOlClltAII..~e."k ",0..1JI "'0 ..IJI - 1llI o o DATl!OIltUJRY ,....Dey.,.., ...."......, INJI.RY..TWORK? ~11OWlM.Ul'f~ ....---- "'IM.Mla~1O -~..... ,,"'- MIrIMI'lOllleAlH - "'"OICIIllIt o o 0- - =.c:.."'=-.....-.....,..oIb - '_0 NDD - -- "- ~.....~ QIrr."'''' - - CBlU'ERP**llNyOlWl} ==~%~===~~-=c:r~~.~.~~-~~~_.... .fle CllflClIlJANDCfR'I1FVlMl'.II'tft'8lClAM ~llalh~NIlh""CMIf)*IQIiO_dllelllhl T............~..ItIOCCU11'M.._........and""'and..tallllll__":...._.............. _.. _.... & 1--, _-III =':r'~.~~.~~~.~~~~~~~~~~._~~~~~..~ m o -- k - 0 J-.- 21-02-870 WILL OF MARJORIE G. CARTER I, MARJORIE G. CARTER, currently of Upper Allen Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking any and all prior Wills and Codicils made by me. 1. I direct that all estate and inheritance taxes that may be assessed in consequence of my death shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration, and all property includable in my taxable estate whether or not passing under this Will shall be free and clear thereof. II. I bequeath the sum of One Thousand Dollars ($1,000) unto each of my grandchildren who survive me. III. I bequeath any automobile which I may own at the time of my death unto my daughter, Beth. IV. I intend to keep with this my Will a separate memorandum concerning disposition of certain items of tangible personal property. I bequeath the items on said list to the persons designated. V. All the rest, residue and remainder of my estate, of whatever nature and wherever situate, I devise and bequeath equally unto my two (2) daughters, Margaret and Beth. If either daughter predeceases me, her share shall pass unto her issue per stirpes. If she leaves no issue, said share shall lapse and be added to the share passing to my other daughter or her issue per stirpes. Provided, however, if any beneficiary is under twenty-one (21) years of age at the time of my death, his or her share shall be held in trust pursuant to the terms set forth in Paragraph VI below. ~ -1- ~)j~ VI. In the event that any portion of my estate passes into a trust fund for the benefit of a beneficiary of mine as set forth above, said funds shaH be held in trust with aH income therefrom to accumulate and be added to principal. When said beneficiary turns twenty-one (21) years of age, the entire fund then remaining shaH be distributed absolutely unto him or her. In the event that said beneficiary dies before distribution, said fund shaH be distributed as though he or she had predeceased me. VII. No interest of any beneficiary of my estate, either in income or principal, shaH be subj ect to anticipation or to pledge, assignment, sale or transfer in any manner, nor shaH any beneficiary have power in any manner to charge or encumber his interest, either in income or principal, nor shaH the interest of any beneficiary be liable or subject in any manner while in the possession of my fiduciaries hereunder for the liability of such beneficiary, whether such liability arises from his debts, contracts, torts or other engagements of any type. VIII. Any amounts which are payable to a beneficiary under this Will may, at the discretion of my fiduciaries hereunder, be paid to the guardian of the person and/or property of such beneficiary, to the person who has custody of such beneficiary, or directly to such beneficiary, or may be applied for the use or benefit of such beneficiary. The receipt of such guardian, custodian, or beneficiary or evidence of the application of such amounts, shall be a full and complete discharge of my fiduciaries hereunder to the extent of such payment or application. This paragraph shall be applicable to payments of income as well as principal. IX. I appoint my daughter, Beth G. Krier, Executrix ofthis my Will. In the event that she fails to quality or ceases to act as Executrix, I appoint my son-in-law, Wilson H. Krier, of this my Will. X. In the event that either of my daughters predeceases me and her share passes into a trust fund for the benefit of her children, I appoint my surviving daughter as Trustee of said funds. XI. It is my wish that my fiduciaries retain the services of my good friend and investment advisor, G. David Bias, for matters relating to investments. I further direct that he shall be compensated for his services. XII. I direct that no bond be required of my fiduciaries for the faithful performance of their duties in any jurisdiction. ~ -2- '~JJ.~ IN WITNESS WHEREOF, I, MARJORIE G. CARTER, herewith set my hand to this my Last Will, typewritten on three (3) sheets of paper including the attestation clause and signatures of witnesses, this q"li, day of May, 1999. ~ }d, tkzt:- (SEAL) MA~IDEG.CARTER Signed by MARJORIE G. CARTER, by her declared to be her Will in our presence, who have hereunto subscribed our names as witnesses in her presence and at her request, this q'f{., day of May, 1999. /~J.Lv~ ~}J~et~.kO =;diog" residing at ~;: , (}/IJAJJ1!l}sl/}{{n / PII -3- COMMONWEALTH OF PENNSYLVANIA COUNTY OF LEBANON We, MARJORIE G. CARTER, GERALD J. BRINSER and LOWD~ L. ttUtJkll\lG., the testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly affirmed, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and that she signed willingly (or willingly directed another to sign for her), 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 witnesses and that to the best of our knowledge the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. 'Yut.r,,- )4 ~ MARJO E G. CARTER ~L~ ,. , WITNESS vJ-A~ t1i.~ WITNESS Subscribed, sworn or affirmed and acknowledged before me by MARJORIE G. CARTER, the testatrix, GERALD J. BRINSER and uJV.Jf:J!:} L. H\Jt0KIN(;. witnesses, this <q tt-.. day of May, 1999. ?i~~h~ (SEAL) ~ALOIIlll,IIOTAir~ - MYCOMMlS=~:oumr <I ......2_ I -4- co CERTIFICATION OF NOTICE UNDER RULE 5.61al Name of Decedent: Estate of Mariorie Gantz Carter Date of Death: 9/20/02 Will No. 2002-00870 Admin. No. 21-02-0870 To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules wa seNed on or mailed to the following beneficiaries of the above-captioned estate om 0/17/02 Name Address Beth G. Krier 258 East Main Street Bath PA 18014 Margaret Coughlin 595 Colonial Club Drive Harrisburo PA 17112 Judd Krier 32 Comhill Street Annaoolis MD 21401 Amy Krier 6551 Warner Avenue, A-11 Huntinaton Beach CA 92647 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except. No Exceptions Date: 10/17/02 Name: Doualas G. Kunkle. Esauire Address: 1414 Millard Street Bethlehem PA 18018 Telephone(610) 861- 0844 Zl x Personal Representative Counsel for Personal Representative Capacity: Estate of Ma~orie Gantz Carter Continuation of Certification of Notice Under Rule 5.6(a) Page 1 ~ 9I20I02 Names and addresses Name Jamie Coughlin Ryan Griffith Address 595 Colonial Club Dirve Harrisburg 595 Colonial Club Drive Harrisburg PA PA ZlO, 17112 17112 INVENTORY Estate of Marjorie G. Carter also known as Marjorie Gantz Carter No. 21 02 0870 , Deceased Date of Death 9/20/02 Social Security No. 195-07-5161 Personal Representative(s) of the above Estate, deceased, verify that the lems appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsytvania of said Decedent, that the valuation placed opposle each lem of said Inventory represents ls fair value as of the dale of the Decedent's death, and that Decedent owned no real _ outside the Commonwealth of Pennsylvania except that which appears In a memorandum at the end of this inventory. Itwe verify that the statements made in this inventory are true and correct. Il'Ne understand that false statements herein made are subject to the penallles of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: Douglas G. Kunkle 1.0. No.: 57962 Address: 14 f 4 Millard Street Bethlehem Telephone: (610) 861-0844 Beth G. Krier Dated December 13, 2002 PA 18018 Description Value Stocks and Bonds 21,453.66 Cash, Bank Deposits & Misc. Property 27,812.58 Inter-vivos Transfers & Misc. Non-Probate Property 43,562.28 Total 92,828.52 (Attach Additional Sheets if necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 In Re: Estate of Marjorie G. Carter File No: 21-02-0870 Exhibit "A" 1. 1,179.713 Shares ofLegg Mason Pennsylvania Tax Free Income Trust 19,948.95 2. 117 Shares American Telephone and Telegraph Company 1,454.31 3. 48 Shares Lucent Technologies, Inc. 50.40 Total $2145366 In Re: Estate of Marjorie G. Carter File No: 21-02-0870 Exhibit "B" 1. Nazareth National Bank - Checking Account - 3180176 2. Allfirst - Checking Account - 00612-6048-7 3. Pennsylvania State Employees Credit Union Savings Account -0195075161 4. Legg Mason Wood Walker, Inc. - Cash Balance -363-01337 5. Miscellaneous Personal Property Total ,. f i 6,503.85 9,078.89 10,596.31 1,383.53 250.00 $2781258 In Re: Estate of Marjorie G. Carter File No: 21-02-0870 Exhibit "C" 1. Lutheran Brotherhood Contract B2898527 24,496.99 2. Allrnerica Financial Life Insurance & Annuity Co. Delaware Medallion Policy MN00405841 10,982.20 3. Allianz Life Insurance Co. North America Flexible Premium Deferred Variable Annuity Policy DA 239881-85565 5,783.76 4. Gift within past year to Margaret Coughlin 2,000.00 5. Public School Employees' Retirement System 299.33 Total $43 56228 l; ~. I' " ~ 7Ae .4...". ~Uteu s17)~"ge,u 9. 'K-'k 1414 '1/t((((mt Se.ue Bedlek.... 'PA ItOlt (610) t61-0t44 'P'-e (610) t61-0t22 "leu; December 13, 2002 Register of Wills County of Cumberland 1 Courthouse Square Carlisle, PA 17013 Re:E&meofMmjorieGantzCart~ No: 2002-00870 Dear Register: In connection with the above captioned estate, enclosed you will please find the following documents for filing: 1. Original and one (1) copy of the Inventory; 2. Original and one (I) copy of the Inheritance Tax Return; 3. Check in the amount of$3,429.61 for the tax due; and, 4. Check in the amount of$25 to process the Inventory and the Inheritance Tax Return If you have any questions regarding this matter, please do not hesitate to contact my office. Thank you. S71.t.~ DO~~ Kunkle .~ Enclosures Cc: Beth G. Krier, Executrix (1 ~ \\1 ~""'t"" (I>:3:1ll \:1'...... ~~o . \U '" ....'" "'p...... ?> en g .....rtOl co"" 0(1) 0 .... (I> '" CO rt >:j o " (lQ l-' l>> 03 c;\ ".....,,"" \U o!1> .... b' g ".3- ~crtr.n m 1'1 '-4 rt '(O'\}O\!\ . 0..... " 0 r'dtnOi"'tt ?> (I> fl :<:: l-'WCt""'" -.....1..0 t'tr \-" 0".... l-' ....l>>l-'Ol \..U(6~ p.. 00 " '" C '" -< . ~" X "' _,'""0' .....oorn::t> ~~~fRO~ -I <7:1:% (.f) C>. -< N -" ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 11128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT KUNKLE DOUGLAS G ESQUIRE 1414 MILLARD STREET BETHLEHEM, PA 18018 n_nu. fold ESTATE INFORMATION: SSN: 195-07-5161 FILE NUMBER: 2102-0870 DECEDENT NAME: CARTER MARJORIE G DATE OF PAYMENT: 12/17/2002 POSTMARK DATE: 12/16/2002 COUNTY: CUMBERLAND DATE OF DEATH: 09/20/2002 NO. CD 001962 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $3,429.61 I I I I I I I I TOTAL AMOUNT PAID: $3,429.61 REMARKS: BETH G KRIER C/O DOUGLAS G KUNKLE ESQUIRE CHECK#18 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WILLS REV-1500 EX + (&-00) . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 HARRISBURG, PA 1712~1 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W () W C DECEDEfIT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Carter Ma 'orie G. DATE OF DEATH (MM-OD.Year) DATE OF BIRTH (MM-DD.Year) OFFICIAL USE ONLY /1-Yd-/ L- FILE NUMBER 21 -0 2 0870 cooi&l'Coor -YEAR- - -~-- SOCIAL SECURITY NUMBER 195-07-5161 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS soaAl SEaJRITY NUMBER w ... "~!2 fd~!l "'...... Uta> 09/20/2002 08/29/1915 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) [&] 1. Original Retum o 4. limited Estate [&] 6, Decedent Died Testate (Altachcopyof~l) o 9. Litigation Proceeds Received o 2. Supplemental Retum o 4a. Future Interest Compromise (dale of doalll dOl' 12-12-B2) o 7. Decedent Maintained a Living Trust (Allachcopy ofTrusI) o 10. Spousal Poverty Credit (lito of d~ botwoen 12.J1-91 and 1-1-95) 03. Remainder Retum (dale of death prior 10 12.13-B2) o 5. Federal Estate Tax Retum Required _ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (AttachSchO) Wtl'lmlii!llfidll'MUltitiUttbMKl'tiibiAUtei:lMU~bIlili9A_'~r#lllllN1w:i!tAl!Wl!blMAfidll$llOllWiliijbl~illt.blrtli" NAME COMPLETE MAiliNG ADDRESS Dou las G. Kunkle Es uire 1414 Millard Street FIRM NAME (If A"""",,,) ... z w c ~ 13 .. .. o U Bethlehem, PA 18018 z o f= S :J l- ii: 5 w a:: z o f= ~ :J Q. :::E o () ~ TELEPHONE NUMBER 610 861-0844 OFFICIAL USE ONLY 21,453.66 27,812.58 43,562.28 (8) 92,828.52 1. Real Estate (Schedule A) 2. Slocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 8. Joinl~ Owned Property (Schedule F) (6) D Separate Billing Requested (1) (2) (3) (4) (5) 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (Iolal Lines 9 & 10) 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 not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rale, or transfers under Sec. 9116 (a)(1.2) 19. Tax Due X _(15) . ~.,.,..- 80,224.87 X .04lV'(16) X .12 (17) X .15 (18) (19) 9,078.79 3,524.86 (11) (12) (13) 12,603.65 80,224.87 (14) 80,224.87 16. Amount of Line 14 taxable at lineal rate 3,610.12 3,610.12 20. 0 >*Sl!:$URi1i:rOANSWfijRAtlIil'Qtll!$tlOliiS'ONREVEil$S$lbE:Al\lDflIilIilHlillilliJMAtHiliil 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Comclete Address: srRF. r ADD~E,S , 761 Messiah Villalle 100 Mt. Allen Drive CITY . I STATE I ZIP Mechamcsburg PA 17055-2015 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 180.51 Total Credits (A+ B +C) (2) 180.51 3. InteresUPenalty if applicable D. Interest E. Penalty T otallnteresUPenalty ( D + E ) (3) 4. If Line 21s greater than Line 1 + Line 3, enter the dlnerence. 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 dinerence. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the tolal of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check to: REGISTER OF AGENT 3,610.12 3,429.61 3,429.61 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;............ .................... ................... .................. b. retain the right to designate who shall use the property transfened 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 reeeiving adequate consideration?....... ................. ............... .................... ................... 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?............ 4. Did decedent own an Individual Retirement Account, annuity. or other non-probate property which contains a beneficiary designation?............................... ................. ...................... ................ ........ IRJ o ...0 o o ..0 o No IRJ IRJ IRJ IRJ IRJ IRJ 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. Under penalies of peljlll'f. \ decln 1ha\. I hawexaminetl1rns re\um, \rcl.Jrlin~ accorrp~ng schedu~s and statements, EIld to \116 besl of my k!'lOWBdge and beiel. it is true, correct and compete. Declntion of preparer other than the personal representative is based on aU mformation of \W1ich preparer has any knowk:ldge. SIGNATURE OF PERSON RESPONSIBLE FO~fILlNG I}ETURN . 0 TE ..d:A AJ . le,~ i..<. 1(" .<o'v ADDRESS 258 Main Street Bath SIGNATURE OF EPARER 0 ~ER AN REP ESENTATIVE ADDRESS PA 18014 DATE If '3 0'1. 1414 Millard street Bethlehem PA 18018 t).i.%.rr~:;::J:::::::::}::r::: .. .. .... -..................,'.'.:.:.'.:.:.:.:.:.:.:::::::::::::::::::;::;:;:::::::,::::::::::::::;:;:,:,=::::::,t}:)t:tf::i:)}{i}(/{:{({{i}{?J.tH{ti@Jt;;{fi:fi:t::::;:;:;,:: ....,........'.....,.........'.....:.....'........,......".'.". :::::::::::::::::::.:;:;:::;:;:;:::::::::::=,=:::=:=:::t::~ 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)). For dates of death on or after January 1, 1995, the tax rate imposed on the net vaiue of transfers to or for the use 01 the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)). The statute does not exernet a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are stii! appiicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The lax 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. ~9116(a)(1.2)]. The tax rate imposed on the net value 01 transfers to or for the use of the decedenfs lineal benefICiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. \l9116(a)(I)). The tax rate imposed on the net value of transfers to or for the use of the deeedenfs siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an Individual who has at least one parent in common with the decedent, whether by blood or adoption. """~"'.("".. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER 21 02 0870 Carter Mariorie G All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 1,179.713 Shares of Legg Mason Pennsylvania Tax Free Income Trust VALUE AT DATE OF DEATH 19,948.95 2. 117 Shares American Telephone and Telegraph Company 1,454.31 3. 48 Shares Lucent Technologies, Inc. 50.40 TOTAL (Also enter on line 2. Recapitulation) $ (If moce space is needed. insert additional sheets of the same size) 21 453.66 ~'~m.("". COMMONWEAlTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Carter Marjorie G 21 02 0870 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jolntly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. OESCRIPTlON Nazareth National Bank - Checking Account - 3180176 VALUE AT OATE OF OEA TH 6,503.85 2. Allfirst - Checking Account - 00612-6048-7 9,078.89 3. Pennsylvania State Employees Credit Union - Savings Account -0195075161 10,596.31 4. Legg Mason Wood Walker, Inc. - Cash Balance - 363-01337 1,383.53 5. Miscellaneous Personal Property 250.00 TOTAL (Also enter on line 5. Recapitulation) $ (if more space IS needed. insert additional sheets of the same size) 27812.58 ~"10~'("". COMMONWEALTH OF PENNSYLVANIA INHERrTANCETAX RETURN RESIDENT DECEDENT SCHEDULE G INTER.VlVOS TRANSFERS & MISC. NON.PROBATE PROPERTY ESTATE OF Carter Mariorie G FILE NUMBER 21 02 0870 This schedule must be completed and filed if the answer 10 any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF ITEM NClUlE THE NAt.IE OF THETRANSFEREE,TIEIl;RELATIONSI4P TO DECEOENTANlTHE DATE OF TRANSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NUMBER ATTACH ACOP'l'rI'THE DEED FORREAL ESTAT'E. VALUE OF ASSET INTEREST (FAPPLlCABLE) 1. Prudential Financial Policy M04 615 722 3,701.90 O. 0.00 0.00 2. Lutheran Brotherhood Contract B2898527 24,496.99 100. 0.00 24,496.99 Single Premium Annuity 3. Allmerica Financial Life Insurance & Annuity Co. 10,982.20 100. 0.00 10,982.20 Delaware Medallion Policy MN00405841 4. Allianz Life Insurance Co. North America 5,783.76 100. 0.00 5,783.76 Flexible Premium Deferred Variable Annuity Policy DA 239681-85565 5. Gift within past year to Margaret Coughlin 5,000.00 100. 3,000.00 2,000.00 6. Public School Employees' Retirement System 299.33 100. 0.00 299.33 7. Prudential Financial Policy M04 604 139 3,701.90 O. 0.00 0.00 TOTAL (Also enter on line 7, Recapitulation) $ 43 562.28 (If more space is needed, insert additional sheets of the same size) REV"""'''''.. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEOENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Carter Mariorie G 21 02 0870 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Country Oven-Luncheon 199.00 2. Jesse H. Geigle Funeral Home 147.60 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (5) Beth G. Krier 2,400.00 Social Security Number(s) I EIN Number of Personal Representatlve(s) Street Address 258 East Main Street City Bath State P A Zip 18014 Year(s) Commission Paid. 2002 2. Attorney Fees Douglas G. Kunkle, Esquire 5,325.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant \0 Decedent 4. Probate Fees Cumberland County Register of Wills 183.00 5. Accountant's Fees 6. Tax Return Preparer's Fees Amos G. Kunkle, CPA 575.00 7. Cumberland County Law Journal 75.00 8. Patriot-News 174.19 TOTAL (Also enter on line 9, Recapitulation) $ 9 078.79 .. (if more space IS needed, Inse1 additional sheets of the same size) ~":"'.I"". COMMONWEAlTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Carter Mariorie G Include unrelmbursed medica' expenses. ITEM NUMBER 21 02 0670 DESCRIPTION AMOUNT 969.45 1. Messiah Village 2. Pharmecia 9.31 3. Messiah Village 1,662.90 4. Center for Neurological Health 23.64 5. The State Employees Retirement System 143.43 6. The State Employees Retirement System 226.69 7. Public School Employees' Retirement System 449.44 TOTAL (Also enter on line 10, Recapitulation) $ (If moce space is needed, Insert additional sheets of the same size) 3 524,66 REV.,513EX+l* CClM\1ONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER ',G. .,1 02 DB7D RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY 00 Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outritt s~usal distributions, and transfers under Sec. 9116 (a (1. )] 1. Beth G. Krier Daughter 50% Df Remainder after 25B Main Street Specific Bequests Bath, PA 1B014 2. Margaret Coughlin Daughter 50% of Remainder after 595 Colonial Club Drive Specific Bequests Harrisburg, PA 17112 3. Judd Krier Grandson $1,000 32 Com hill Street Annapolis, MD 21401 4. Amy Krier Granddaughter $1,000 6551 Warner Ave., A-11 Huntington Beach, CA 92647 5. Jamie Coughlin Granddaughter $1,000 595 Colonial Club Drive Harrisburg, PA 17112 6. Ryan Griffith Granddaughter $1,000 595 Colonial Club Drive Harrisburg, PA 17112 ENTER OOLLAR AMOUNTS FOR OISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV.1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. S. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART 11- ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-I500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) , ' - .-, 21-02-870 WILL ,Qf. MARJORIE G. CARTER I, MARJORIE G. CARTER, currently of Upper Allen Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking any and all prior Wills and Codicils made by me. I.....ldir.ectthat.alLes.tate..a.n.dinheritance.taxes..thatmll}!.,beassess.ed in consequence of my death shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration, and all property includable in my taxable estate whether or not passing under this Will shall be free and clear thereof. II. I bequeath the sum of One Thousand Dollars ($1,000) unto each of my grandchildren who survive me. -- III. I bequeath any automobile which I may own at the time of my death unto my daughter, Beth. IV. I intend to keep with this my Will a separate memorandum concerning disposition of certain items of tangible personal property. I bequeath the items on said list to the persons designated. V. All the rest, residue and remainder of my estate, of whatever nature and wherever situate, I devise and bequeath equally unto my two (2) daughters, Margaret and Beth. If either daughter predeceases me, her share shall pass unto her issue per stirpes. I f she leaves no issua;'said.3~ shaIllapse and be added to the share passing to my other daughter or her issue per stirpes. Provided, however, if any beneficiary is under twenty-one (2 I) years of age at the time of my death, his or her share shall be held in trust pursuant to the tenns set forth in Paragraph VI below. -- ~ -1- -~)/. ~ - VI. In the event that any portion of my estate passes into a trust fund for the benefit of a beneficiary of mine as set forth above, said funds shall be held in trust with all income therefrom to accumulate and be added to principal. When said beneficiary turns twenty-one (21) years of age, the entire fund then remaining shall be distributed absolutely unto him or her. In the event that said beneficiary dies before distribution, said fund shall be distributed as though he or she had predeceased me. VII. No interest of any beneficiary of my estate, either in income or principal, shall be subject to anticipation or to pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have power in any manner to charge or encumber his interest, either in income or principal, nor shall the interest of any beneficiary be liable or subj ect in any manner while in the possession of my fiduciaries hereunder for the liability of such beneficiary, whether such liability arises from his debts, contracts, torts or othefengagements of any type. VIII. Any amounts which are payable to a beneficiary under this Will may, at the discretion of my fiduciaries hereunder, be paid to the guardian of the person and/or property of such beneficiary, to the person who has custody of such beneficiary, or directly to such beneficiary, or may be applied for the use or benefit of such beneficiary. The receipt of such guardian, custodian, or beneficiary or evidence of the application of such amounts, shall be a full and complete discharge of my fiduciaries hereunder to the extent of such payment or application. This paragraph shall be applicable to payments of income as well as principal. - IX. I appoint my daughter, Beth G. Krier, Executrix of this my Will. In the event that she fails to qualifY or ceases to act as Executrix, I appoint my son-in-law, Wilson H. Krier, of this my Will. X. In the event that either of my daughters predeceases me and her share passes into a trust fund for the benefit of her children, I appoint my surviving daughter as Trustee of said funds. XI. It is my wish that my fiduciaries retain the services of my good frtend and investment advisor, G. David Bias, for matters relating to investments. I further direct that he shall be compensated for his services. XII. I direct that no bond be required of my fiduciaries for the faithful performance of their duties in any jurisdiction. - ~ -2- '~JJ.~ - IN WITNESS WHEREOF, I, MARJORIE G. CARTER, herewith set my hand to this my Last Will, typewritten on three (3) sheets of paper including the attestation clause and signatures of witnesses, this '1 'fi, day of May, 1999. ~ )d, Ch..it:..- (SEAL) MAR~RIEG.CARTER Signed by MARJORIE G. CARTER, by her declared to be her Will in our presence, who have hereunto subscribed our names as witnesses in her presence and at her request, this "if{, day of May, 1999. ~J./.,L~ residing at ~JIMtf ei ~(J =kling" ()j1A)j}ff h'l6rl'ff , PI! ~;: ( -. -3- -. - COMMONWEALTH OF PENNSYL VANIA COUNTY OF LEBANON We, MARJORIE G. CARTER, GERALD J. BRINSER and lAJWD~ L. ttutJkll\k;-, the testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly affirmed, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and that she signed willingly (or willingly directed another to sign for her), 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 witnesses and that to the best of our knowledge the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. - ~ArL )4, ~ MARJO E G. CARTER kL~ WITNESS ' ~f4f?i.~ WITNESS Subscribed, sworn or affirmed and acknowledged before me by MARJORIE G. CARTER, the testatrix, GERALD J. BRINSER and uJv..JO!) L. tt-VN/(INr; witnesses, this Cjf€.,. day of May, 1999. ?iYn1kd1f7~ (SEAL). Notary~blic _ .~ . -', .;" ....~,. ,,' ~"., '" ',.,./ -.: --- -:"'" ...;- ".-. --- -4- -:. ...,' " ~~ -" . -,.,.~~,. '. ,..........' ~) ...., '-~~...~: ,~--~,::......' -".' IN THE ORPHANS COURT OF COMMON PLEAS OF CUMBERLAND. COUNTY PENNSYLVANIA CIVIL DIVISION InRe: Estate of Marjorie Grantz Carter, . . . . FILE NO. 2002-00870 . . . . PRAECIPE TO ENTER APPEARANCE TO THE CLERK OF SAID COURT: Enter my appearance for the estate above captioned. DATE: j;)-;;-4j for Attor ey DOU AS G. KUNKLE, ESQ. ID #57962 1334 West Gordon Street ALLENTOWN, PA 18102 ATTORNEY FOR PLAINTIFF (610) 439-3800 /'}- fjo- /,,3 \. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 2806Dl HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOIIANCE OR DISALLOIIANCE OF DEDUCTIONS AND ASSESSltENT OF TAX IEY_l&47EllAFPIUHJ5) 02-25-2003 CARTER 09-20-2002 21 02-0870 CUMBERLAND 101 AlIO\Int R_i tt8CI DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN MARJORIE G ESll DOUGLAS G KUNKLE 1414 MILLARD ST BETHLEHEM PA 18018 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 ..... REY=is47Ti-Af'P--foFiiiY-riioi'"fCE--OF-.rtiHER-ii'ANCE-TA"iC-;.-PPRAisEiiirii;:~--ALrOWAi'-CE-oi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CARTER MARJORIE G FILE NO. 21 02-0870 ACN 101 DATE 02-25-2003 TAX RETURN "AS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. stocl<s and Bonds IScheclule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. l1ortgageslNotes Receivable (Sehedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets ) CHANGED .00 21.453.66 .00 .00 27.812.58 .00 43.562.28 (8) NOTE: To insure prope" credit to your account, sub.it the upper portion of this forn with your tax pay_nt. (1) (2) (3) (~) (5) (6) (71 92,828.52 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net V.lue of Tax Return 13. Charit8ble/Go..,.rrwental Bequests; Non-elected 911'3 Trusts 14. Net V.lue of Est.te Subiect to Tax 9,078.79 (9) (10) 3.524.86 (11) 112) 113) 11~) 1? 6n~ 61; 80,224.87 .00 80,224.87 (Schedule .J) If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will r.,lect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. A.ount of Line 14 at Spousal rat. (15) 16. ABOunt of Line 14 t.xable at Lineal/Class A rat. (16) 17. Aaount oi Line 14 at Sibling rat. (17) 18. Amount of Line 14 taxable at Collater.l/Class 8 rate (18) 1.9. Principel Tax Due NOTE: X 00 = .00 X 045 = 3,610.12 X 12 = .00 X 15 = .00 119)= 3,610.12 .00 80,224.87 .00 .00 raY CDEnTTS. PBER '~'-'~ AHOUNT PAID DATE INTEREST/PEN PAID (-) 12-16-2002 CDOO1962 180.51 3,429.61 TOTAL TAX CREDIT 3,610.12 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF TOTAL DUE IS LESS THA" $1, NO PA YI1ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 7~ Laev. O~ at- 'D~ tJ. 'J::-& 14141Hitf.a,ut Sf1teet ~. PA lKOIK (610) K61-0K44 P~ (610) K61-0K22 '7ax Register of Wills County of Cumberland 1 Courthouse Square Carlisle, PA 17013 D 'April 24, 2003 .::;;; tfl . ::l'" P :r &.-.:: 'OooAJ' if: ::0 "" ;g Ii? ,:,' c) ..,., p \J 0i ~ v -', Re: Estate of Marjorie Gantz Carter No: 2002-00870 Dear Register: In connection with the above captioned estate, enclosed you will please find the following documents for filing: 1. Status Report; 2. Family Agreement; If you have any questions regarding this matter, please do not hesitate to contact my office. Thank you. Enclosures Cc: Beth G. Krier, Executrix STATUS REPORT UNDER RULE 6.12 Name of Decedent: Mariorie Gantz Carter Date of Death: 9/20/02 Will No. 2002-00870 Admin. No. 21-02-0870 Pursuant to Rule 6. 12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: I . State whether administration of the estate is complete: Yes X No 2 . If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3 . If the answer to No. I is Yes, state the following: Did the personal representative file a final Yes X No a. account with the Court? 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 Clerk of the Orphans' Court and may be attached to this report. s~~4/4 Date: 4/24/03 '5 ~3 :.:-..:; ~, ~ If) D~ -~L ~ ',~ :"~:~ {) C:j} l.)<1J ",0: a: a... 00 N c:: ~ 0': Douqlas G. Kunkle Name (Please type or print) Douglas G. Kunkle, Equire 1414 Millard Street PA 18018 Address p C': \~ <J5 ''< .0 ""'-"" .1) ::'" 36 (610) 861- 0844 Tel. No. Capacity: Personal Representative X Counsel for personal representative v CcJ~ c.- F AMIL Y AGREEMENT In Re: Estate of Marjorie G. Carter Cumberland County File No: 2002-00870 This Agreement entered into this~ day of~'" \ 2003, by and between Beth G. Krier, in her capacity as Executrix under the will dated May 9, 1999 of Marjorie G. Carter, Deceased, and Margaret G. Coughlin, individually and Beth G. Krier, individually, Residuary Legatees of the estate. BACK GROUND I. Marjorie G. Carter ("Decedent"), died on September 20, 2002, a resident of Upper Allen Township, Cumberland County, Pennsylvania, leaving a will dated May 9, 1999. 2. Decedent's will was admitted to probate by the Register of Wills of Cumberland County on September 26, 2002 and Letters Testamentary were issued to Beth G. Krier, as Executrix. 3. In her will, Decedent named her daughters as the sole residuary legatees. 4. The Executrix advertised the grant of Letters Testamentary, prepared and filed an Inventory and Appraisement of Decedent's property and prepared and filed a Pennsylvania Inheritance Tax Return and Federal and state income tax returns and paid the appropriate taxes there on. 5. The Executrix has paid all the general legates and all the taxes, debts and expenses of the state known to her, and she has no knowledge of any unpaid claims, absolute or contingent, which may be asserted against the estate nor do they have any reason to believe there are any such claims. 6. The Executrix has distributed a majority of the net assets of the estate to Margaret G. Coughlin and Beth G. Krier, the residuary legatees named in the will. 7. A statement reflecting all estate receipts, disbursements and distributions is attached hereto as Exhibit "A". 8. Both Margaret G. Coughlin and Beth G. Krier desire that this Family Agreement make unnecessary the filing an accounting in the Orphans' Court Division of the Court of Common Pleas of Cumberland County. The have discussed the advantages and risks associated with this procedure with counsel for the estate, Douglas G. Kunkle, Esquire. NOW THEREFORE, intending to be legally bound, the parties do hereby: I. Waive the filing of an accounting of the administration of the estate in any court; 2. Declare that the undersigned have examined the attached informal account (and Statement/Schedule of Distribution) of the Executrix; find it to be true and correct in all particulars; accept and approve it with the same force and effect as if it had been prepared and filed with, audited, adjudicated and confirmed absolutely by a court of competent jurisdiction; and as if the balance of principal and income had been awarded by the Court in accordance with the Statement/Schedule of Distribution. 3. Warrant that the beneficiaries named in the informal account and Statement/Schedule of Distribution are the sole remaining parties in interest in the estate and entitled to receive the entire distribution thereof in accordance with the informal account and Statement/Schedule of Distribution; 2 4. Warrant that the undersigned know of no outstanding and unsatisfied claims against the estate; 5. Approve the distribution of the balance of principal and income shown in the informal account and Statement/Schedule of Distribution to the persons set forth therein; 6. Absolutely and irrevocably release and discharge the Executrix, her heirs, personal representatives, successors and assigns as well as counsel for the estate, Douglas G. Kunkle, Esquire, and the accountant for the estate, Amos G. Kunkle, CPA, of and from any and all actions, liabilities, claims and demands relating in any way to the administration of the estate and distribution in accordance with the informal account and Statement/Schedule of Distribution and without a court accounting and adjudication; 7. Agree to refund to the Executrix any amount of the undersigned's distribution which exceeds the amount to which the undersigned are entitled as the Executrix shall determine. 8. Agree to indemnify and hold harmless, the Executrix, and her heirs, personal representative, successors and assigns, from and against any claims, liabilities, loss or expense (including costs and counsel fees) arising from any cause whatsoever, which the Executrix may incur as a result of the administration of the estate and its distribution in accordance with this Family Agreement including but not limited to, any liability for any federal estate taxes, Pennsylvania Inheritance Tax or any other death taxes, and any federal or 3 Pennsylvania income taxes, and Pennsylvania personal property taxes, together with any interest and costs incidental thereto. Relating in any way to the estate and also including, buy not limited to, any assets received or payments or distributions made by reason of negligence or mistake of law or fact; 9. Agree that this Family Agreement may be executed and notarized in counterparts. IN WITNESS THEREOF, and intending to be legally bound hereby, I hereunto set my hand and seal this 3~ti day of OpAJ. 2003. Witnesses ~~t- ~jjf~ --t>-d;Afl- 1~ Beth G. Krier, Executrix -;D-dA p. \L:!4?, Beth G. Krier, Residuary Legatee 4 STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND On the ~ I{fu day of Api, \ 2003, before me, a Notary Public in and for the said State and County, the undersigned office, personally appeared the above named Beth G. Krier, and in due form of law acknowledged the above Family Agreement to be her act and deed, and desired the same might be recorded as such. Witness my hand and notarial seal the day and year aforesaid STATE OF ~nc;'1hn()\()... COUNTY OF ~-rlrotn~ (\ On the ~'\'h day of ~,\ ~~~~OJQ Notary Public ) )ss: ) j Notarial Seal Heather L. Ace, Notary Public City of Bethlehem, Nor1han1pton County My CommIs8Ion Expires June 5, 2006 2003, before me, a Notary Public in and for the said State and County, the undersigned officer, personally appeared the above named Margaret G. Coughlin, and in due form ofJaw acknowledged the above Family Agreement to be her act and deed, and desired the same might be recorded as such. Witness my hand and notarial seal the day and year aforesaid. ~&JL ) )ss: ) STATEOF~ COUNTY OF ~~proV\ Notarial Seal ~er L. Ace, Notary Public CIly of ~.Northanipton COo,Inly My Commls8Ion Expires June 5, 2008 5 On the atfh day of ~ \ 2003, before me, a Notary Public in and for the said State and County, the undersigned officer, personally appeared the above named Beth G. Krier, and in due form of law acknowledged the above Family Agreement to be her act and deed, and desired the same might be recorded as such. Witness my hand and notarial seal the day and year aforesaid. ~~flctlkL Notarial Seal CIty Heather L. Ace, Nl)tarY Public of Bethlehem, NonhanipIOii ~ My Convnlsslon Expires June 5, 2006 6 BEST AND FINAL ACCOUNTING ESTATE OF MAJORIE G. CARTER, DECEASED April 24, 2003 ESTATE CHECKING ACCOUNT Nazareth National Bank No: 9981984 RECEIPT OF INCOME: Nazareth National Bank checking account balance Interest income from Nazareth National Bank account AF&L Insurance Co. Long Term Benefits claim Pennsylvania State Employees Credit Union balance Allfirst Bank checking account balance Public School Employees' Retirement System return of premium Comcast - Fractional Share sold upon acquisition of stock Balance of account from Legg Mason Wood Walker Inc. Prudential Insurance Co. Legg Mason & All First Van Kampen Merritt PA Insured Muncipallncome Trust sale proceeds Unites States Treasury - 2002 Federal Income Tax Refund AT&T Corp. stock sale proceeds net of tax Comcast Corp. Stock sale proceeds AT&T Wireless Services Inc. stock sale proceeds TOTAL RECEIPT OF INCOME: DISBURSEMENT OF INCOME: Allfirst Bank - Checking account over withdrawal The State Employees Retirement System - repayment of benefit The State Employees Retirement System - repayment of benefit Public School Employees' Retirement System - repayment of benefit Messiah Village - Balance of charges Pharmerica - Balance of fee Beth Krier (Funeral Luncheon) Beth Krier (Additional Short Certificates) The Patriot News Jesse H. Geigle Funeral Home Cumberland Law Journal - Advertising Douglas G. Kunkle, Esquire, - Attorney's Fee Amos G. Kunkle, CPA, Accountant's Fee Register of Wills - Fee Amos G. Kunkle, CPA.- Accountant's Fee Douglas G. Kunkle, Esquire - Attorney's Fee Register of Wills - Inheritance Tax Amy Krier, Cash bequest Judd Krier, Cash bequest Margaret Coughlin, Cash bequest for Jamie Coughlin Margaret Coughlin, Cash bequest for Ryan Griffith Heritage Medical Group Register of Wills and Orphans Court, Short Certificate Beth G. Krier, Executor's Income Commission Amos G. Kunkle, CPA - Tax Return Preparation Fee Amos G. Kunkle, CPA,- Accountant's Fee TOTAL DISBURSEMENT OF INCOME Balance in Estate Checking Account Less amount to be held in escrow BALANCE AVAILABLE FOR DISTRIBUTION Distribution to Beth G. Krier Distribution to Margaret Coughlin 04/24/2003 Exhibtl.A $6,504.46 48.24 2,200.00 10,614.32 1,901.59 299.33 9.03 22,364.71 13.60 34.88 1,533.70 1,506.00 287.50 1,238.87 503.06 _i49,059.29 $1,000.00 143.43 226.69 449.44 989.45 9.31 199.00 183.00 174.19 147.60 75.00 593.75 2,712.50 25.00 1,525.00 250.00 3,429.61 1,000.00 1,000.00 1,000.00 1,000.00 48.41 9.00 2,400.00 250.00 2,000.00 _i20,~40.3.8 $28,218.91 . __M,r!.!L91. . ~. 0 ~. (I' (J.,) $:a,O(lQOO C ...~ $1{:!,500.00 :;0 $1i'l,50000 ~ :JJ ':IJ {t) cr:, (~ -'" ;1 t::'"~ -0 - 0 -0 U1 - ), -