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Home My WebLink About02-1017PETITION FOR PROBATE and GRANT OF LETTERS Estate of PAUL K. HIMES No. ~~"Uo~-~U~~ also known as To: Register of Wills for the . Deceased. County of Cumberland in the Social Security No. 162-22-6715 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 rix named in the last will of the above decedent, dated March 3 , 19 78 and codicil(s) dated None (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at 10 Sunset Drive, Silver Spring Township (list street, number and muncipality) Decendent, then 72 years of age, died July 12 ~ ~ 2002 at Beebe Medical Center, Lewes, Delaware . 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: Non 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 $ None situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. U C ' ~ ~ ~ ';, ~ h llis Himes x ~.0 10 Sunset Drive. ~'Y ~prhanirchnrg~ P Na ~. o ro C b0 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUI~iBERLAND 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 petiiioner(s) will well d truly administer the estate according to law. Sworn to or affirmed and subscribed ~ t ~ b re me this 14th day of Phyllis A. imes ~' Novembe 1~ 2002 ° r ~o zrta M. Otto, Deputy Re t - 7 i~ . _ ,., NO. 21-2002-1017 Estate of PAUL K. RIMES ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW November 14th ~ 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- March 3, 1978 described therein be admitted to probate and filed of record as the last will of Paul K. Rimes and Letters Testamentarv are hereby granted to Phyllis A. Rimes _~____ L of wills _. Otto, Duty NiAN & SPARE, P. C. t FEES Probate, Letters, Etc......... . Short Certificates(1) ......... . ~~xx...(.3) , x-pages JCP TOTAL _ Filed . Navemb~ .14 th,.2002 ~ 25.00 S 3.00 S 9.00 ~ 10.00 S 47.00 B icnzrra t;. 5nelbax r ATTORNEY (Sup. Ct. LD. No.) 44 West l~.ain Street Mechanicsburg, PA 17055-0318 ADDRESS (717) 697-8528 PHONE MAILED LETTERS TO ATTORNEY RICHARD C.SNELBAKER CN 11-14-2002 ,~ 3>«• r ~ ,a ",] ~ t u~ ~N -fT "*~ a L 6 7r!`i{F.' ~. ~ ~ ~~~ "' ~ :R ~ _ ~ e ~, _ Y ~ ,g '.T V•~ 'P ,~ ' ~ ~+ i ~~FICE of CERTIFICATE OF DEATH ~'~ I ~~~ '~ ~ r: VITAL .-''~' r .~ ~ ~ ' sTATISTICS ~t~ttE O# ~EIM~t~IXE (107) _ ~,I ~ LOCAL REG NO. DEPARTMENT OP HEALTH AND SOCIAL SERVICES STATE FILE NUMBER ~ t. DECEDENTS NAME (FIRST ANDOIE LAST) 2 SEx 3 DATE OF DEATH (IHD DAY YR) ,,' '~ ea~ a~a~' ~ r ~ ~ ~~~~ C ~co ~~ ;~ _ ~~ al a: ~. ~~~~ ~°E~m MALE Y 12 2002 • 1. SOCW. SECURRY NO. SA. AGE (YRS) 5B UNDER i YEAR SC. UNDER I DAV 6. DATE ~ BIRTH ]. BIRTHPLACE MONTHS DAYS HOURS MINUTES (MO, DAY YR.) (CITYAND STATEOR FOREIGN COUNTRY) 162-22-6715 72 APRIL20 1930 B PA B. WAS DECEDENT EVER M 9. ANATOMICAL GIFT tOA. PLACE OF DEATH /CHECK ONLY ONE, SEE MSTRUCTIDNS ON OTHER SIDE) U.S. ARMED FORCE84 HOSPITAL OTHER CONSENT YES NO GRANTED NOT GRANTED NURSING OTHER INPATIENT ^ERKWTPATIENi ^DOA ^ HOME RESKIENCE ^ SPECI i .FACILRV NAME(IF NOTWSRTUTIQY GIVE STREET AND NUMBER) 10C. CITY, TOWN, OR LOCATION OF DEATH 10D COUNTY OF DEATH Beebe Medical 6enter Lewes Sussex 11. MARRAL STATUS-MAWBED, NEVER 12. SURVWniG SPOUSE (IF WIFEGIVE MAIDEN NAME) /3A. DECEDENTS USUAL OCCUPATON ((KIND OFWORK' 13B. KIND Of BUSttJEBS/BIDUSTRV MARRBiD, WIDOWED, dVORCED/SPEC.) GYRING MOST OF WORKING UFE. 00 Nb1USE RETIRED) CITY ARE ~a LAG MARRIED IS A. RILAND RED 1M. RESIDENCE-STATE 116. COUNTY lk. CITY, TOWN. OR LOCATION 11D. STREET AND NUMBER MECBAHICSBDRG 10 SIINSET DRIVE t1E.BISIDECM LaN1S] tIF. ZIP CODE 15. WAS DECEDENT OF HISPANIC ORIGINT 18. RACE-AMERICAN INDIMI, 1]. DECEDENT'S EDUCATON (SPECIFY ONLY (YE301T IJ0J I (SPECIFY NO O9 YES, SPECIFY CUBAN, MEXICAN, BUCK, WHITE, ETC. (SPECIFIC HIGHEST GRADE COMPLETED RTO RICAN, ETC. ri NO ^ VES `A ELEMENTARY/ COLLEGE YES 17050 {i$ITE IO1z~) DARY (1J °R 5~) ISPSrilY1 B 1a. FATHER'S NAME lF aTSr. MIDDLE. LASTI 19. MOTHER'S NAME /FlRST MIDDLE MAIDEN SlMN IMFI l0 S13NSET DRIVE, MECHANIGSBDRG, PA 17109 21A. METHOD OF DIBPOSIiK)N 21B. PLACE OFDIS SITION - -- 21C LOCATION (CITY TOYM. STATE) REMOVAL (NA~OF CEMETERY,.C•REAIATORY. OR OTHER PUCE} BURIAL ^CREWITION ^FRDMa7yrE $OOdlSwn MemO!rial -- °ONATiON ^ ~~"" Gardens HARRISBIIRG, PA !2A. SIDNATU L DIRECTOR 228: LICENSE NUMBER (OF LICENSEE) 23. NAME AND ADDRESS OFF ILITV c ARSELL FONER~L HONES ^I CRffi4ATORIDM ~~ 0450 S DE 1995 OISTRAR' ' DA7QF{TjD"~D~Y~O t COMPLETE REMS 2s A.C ONLY WHEN 2M. TD TFE BEST'OF MY KNDVA.EOGE DEA'M OCCURRED Ai THE TIME; WTE, AND PUCE STATED 288. LICENSE NiNASER 26C. DATE SKiNED ~ CERTIFYBVGTMVSICIAN IS NOT AYAI4 :. SIGNATURE ANb TITLE' IMCi., DAY YR.) ,1 ~ ABLE AT TIME OF DEATH TO CERTa~Y CAUSE eF DEATH. - i t~. T ~ ~ REMS 27-28 M118T BE COIAPLETED SY ' 27. TIME DEATH ~AM ~ , 28~1aTE PRONOUNCED DEAD (MD.. DA Y. YR.J 28.WAS CASEREFER RED TO MEDICAL E%AMIN EHi (YES OR NO) --l ~l ... ~~ PHYSICIAN Ofl HOB--~ ~ ~ J ~u L~ I z .~(J C7Z - / ry U T . _.. - ~ PILE NUi13E PM '- - I, ~ WHO PRONOUNCES DEATH 30A. CERTIFIER lCHELKI'XA.YONE) ^CERTIFYINq PHYSICIAN(Physidan Oertitying cause Dl deaMwhen enodleT physician has pnmovnced death end cwnple/ed item 26) `~ ~ _ _ _ _ _ _ ~ ON OTHER SIDE ~ T k ~ p W 0 u Rd awRq,~ es ~~. o my , tlaalh occu at tlro tlme dat B, and p1ev and ~ fo M e Sa(s s ~• _4A AAeura uETm~e1 s: fi~ , aLMYa ktY~tlpedon. In mY dWnlon. d~a1n oxuTatl N tlTS 1knA. ~, aAnd Pl.ca. uw ww to tlLS cwa~(s) ^ ~ ~ ~ LTa1vNR P. aLaLed. ~. SKJNAT E AND TITLE ~ CERTIFIER - ~,te~.,,,1~ d ~ ~.( ~ ' D. 30C. LICENSE NUMBER UOd l 93 d 30D DATE NED (MO.. DAY YRJ Tu t y ~2. 2 o a2 (~ 31. NAME AND ADDRESS OF CERTIFER C O CAUSE OF DEATH ITTEM AO) (TYPE/PR/NT) PR.~V17`) O • CTDr+t L fy1•~ . )539 SF1v~+NnlRtt Rtr~D Lr~t/~s, -~e /99,5' ~,,;~~ ~ _ q{. '7i 4}~ S ' Q 32A. WAS AX AUTOPSY 33. MANNER OF DEATH 3L DATE OF R4IURY (MD., (MY, YRl 36 !TUURY 3). HOIN ITLAIRY OC($IRRED - .. ,. ., ,J m PERFORMED? ~(!Al11ML AST ~. ~. I ¢ ^ YES NO ` e~ I"' Q ^ACCIDENT ~' P.. ~, QQILI ~ (~ Q 32B. WERE AUTOP~ 9Y FINDINGS ^SUICIDE 71ME OR NYURI' ^ YF.B ~PSACE~ _lliAtRY (ATFIO1~fARM, ,FAC]DAT', O'FICE BUY.OWG~ETC rBPE(NRf7J ~ --+: -~- - _ ~ -- ~ LL O: AYMIABLE PRIOR TO COMPLETION OF ^NOMICIDE ^ NG .. I - W f" L41 ~ ¢ ~ CAUSE OF OEIITHT ^ ~DIFnK1 T~ ^AM 3D. LOG710N (STREET.A/YD/'a81BEROR Ti01/TEMAIBfA ~IlY4A TOHM STATE) b"~;. ( ~ Q r-I ^ VES ^ NO ^UNDETERMINED ^~ ~~ ~-~ Z = N ~ 40. PART 1 DO NOT ENTER 7HE MODE Of DYING SUCH A6 CARDIAC OR RES PIMTORV AR REST, SHOCK, OR HEART FAILURE. LIST DILLY ONE CAUSE PER EACH LINE. APPROXIMATE INTERVAL 'h.'I Q {- - ~BETWEENONSeTANObEATH P IMMEDIATE n /~~ _!/ !-y~ ~ /~ IMMEDMTE CAUSE CAVSE lAl (~ C u T E L.1/ /`~ K L s T I Vf c !'7r T Fj') ~~~ r ~ I_ , , ~ ~~ N Q= Y W N ' (FINAL DISEASE, MJURYOACONOlTION TNATIN YOUROPINKXV CAUSED THE I ~A., ~`~, j = 1~ o. ~ z DEATH) DDETD ,B, cU t~ t'~Y occ~-f~-D I ~}~ i N ~=q~c Tr on/ I" ~ F" = F" SEOUENTALLV UST CONDITIONS, IF ANY, 1 I •;,-~-. ~ E Q J = ~ ~ LEADING TO IMMEDATE CAUSE. ENTER IJNDERLYUYS rAUSE (DISEASE OR INJURY I WHICH INRLITED EVENTS RESULTING IN DUE TO (Cl'D ! L !~ TC 1D c~~ t ° ~ Y~ F' ~ r N I ~ I f.L~ 4~ Q F•- F- ~ Q DEATH) L6SI 1 W I ~ ' . ~ ([ F- Q V DUE TO (D) j 8 I ~ W X PART N OTHER 61QNIFICAM CONDITIONS- coNrwauTlNG To cAUSE of DEarH C ~fi RD /" I C ~~ m P I+o ~ ~ rI C L E N k r'r1) !'}. p ~ RL -RIB ~ L 2 6 ~ ~ 3 ~----- (t) ORIGINAL COPY-STATE 000850 JL 162 T'nis is to certify that this is a true and correct /~~~ a ~/~_~ reproduction or abstract of the official record filed ~~ ~2a ny~ ~~/ with the Delaware Division of Public Health. Any alteration of this document is prohibited. Do not accept State Re istrar unless on security paper with the raised seal of the Office 9 of Vital Statistics. .~ r~ ; ~~ , vs ~~ ` ~ ~ ~ ~f~ ~ > ~s }y. y~ I~. ~-1 nlT ..i i (' ~~ ~ ~ , i~11 til lI ~~_ -( i 1 ~ ~~ I r' yr:z y it ,i r ~1--0~--10~~ LAST WILL AND TESTAMENT ~/ .; I, PAUL K. RIMES, of the Township of Silver Spring, 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 Executrix, Executor or Executors, as the case may be, 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 wife, PHYLLIS A. RIMES, absolutely and in fee simple, if she survives me. THIRD. If my wife, PHYLLIS A. RIMES, should not survive me, and if both of the following children, namely, CHRISTINE G. RILAND and KENNETH P. RIMES have attained the age of eighteen (18) years at the time of my death, then and in that event I give, devise and bequeath my entire Estate in equal shares unto said children, share and share alike, absolutely and in fee simple, subject only to the further trust provisions hereinafter provided for my son, KENNETH P. RIMES, if he has not attained the age of twenty-five (25) years at the time of my death. Should either of said children predecease me and leave lawful issue to survive them, I order and direct that the share or part of my Estate which such deceased child or children would have received hereunder had he, she or they survived me shall or ancestorst share or shares hereunder by representation and not ~.- (~\ J v per capita. If, however, either of said children are under the age of eighteen (18) years at the time of my death and should they be other- wise entitled to receive my entire estate under the provisions of the paragraph immediately preceding hereinabove, then and in that event, I give, devise and bequeath my entire said Estate unto CCNB BANK, N.A., of New Cumberland, Pennsylvania, as my Trustee, in trust, nevertheless, to hold, invest and re-invest the same, to collect the income, and after paying all expenses incident to the manage- ment of said trust, to use and apply as much of the net income and principal thereof as may be necessary in the sole discretion of my Trustee for the support, maintenance, care and education of such of said children as may be under the age of eighteen (18) years, it being my will and intention to provide for each child who has not attained such age and who may be dependent and unemancipated (by reason of disability or full time attendance in a school) at the effective time hereof with the same or similar advantages and benefits during his dependency which I have provided to the older child; and upon the younger of said children attaining the age of eighteen (18) years, I order and direct that the balance of principal and any accumulation of income then remaining in the hands of the Trustee shall be divided into two (2) equal parts which shall be distributed as follows: (a) I order and direct that one such equal part shall be distributed unto my step-daughter, namely, CHRISTINE G. RI LAND, absolutely; and (b) I order and direct my said Trustee to keep and retain the remaining one equal part in trust for the use and benefit of my son, namely, KENNETH P. HIMES, until he attains the age of twenty-five (25) years, in the interim to pay _ ~_ L~_ -~-,.,,, ,~„+ innnma 1"~'1PY'Pfrom and to terminate the trust and age of eighteen (18) years but not twenty-five (25) years at the time of my death, then and in that event, I order and direct that the distributive share attributable to him under the provisions of the first paragraph of this Item Third sha11 be held in trust for him under the same provisions as set forth in the last clause (indicated by the letter 'T (b)'T) in the second paragraph of this Item Third. FOURTH. If my wife, PHYLLIS A. RIMES, should not survive me, ~~ ~, and if the said CHRISTINE G. RILAND and KENNETH P. RIMES, should pre- decease me and not leave lawful issue to survive me, then and in that event, I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, in equal shares unto LINDA M. RILAND and CHRISTINA RUDY, absolutely and in fee simple, subject, however to the following protective provisions: if either beneficiary is under the age of twenty-five (25) years at the time for distribution hereunder, I order and direct that the share of each beneficiary who has not attained the age of twenty-five (25) years shall be held and retained by CCNB BANK, N.A., aforesaid as my testamentary trustee, in a separate trust, said Trustee to accumulate and reinvest the income therefrom, and to terminate the trust and pay over the then remaining balance of income and principal to the respective bene- ficiary absolutely upon her attainment of age twenty-five (25) years. LASTLY. I nominate, constitute and appoint my wife, PHYLLIS A. RIMES, to be the Executrix of this, my Last Will and Testament, but if for any reason she should fail to qualify as such Executrix or cease so to serve, and if both CHRISTINE G. RILAND and KENNETH P. RIMES have attained the age of twenty-five (25) years at the time of my death. then and in that event, I nominate, constitute and appoint the said to be the Executors hereof, each and all to serve without bond. If all of the above named persons should fail to qualify as my personal representative hereunder or cease so to serve, then and in that ultimate event, I nominate, constitute and appoint CCNB BANK, N.A. of New Cumberland, Pennsylvania, to be the Executor of this, my Last Wi11 and Testament. IN WITNESS WHEREOF, I, PAUL K. HIMES, have hereunto set my hand and seal to this, my Last Wi11 and Testament which consists of four (4) typewritten pages to each of which I have affixed. my signature this ~-~(~:~ic ~~-a'l daY of March, A. D. , One Thousand Nine Hundred Seventy- eight (1978) . ,1 , ~ ~,~;-~, ~ ~ ,~-- ~ ` ,/' /'-~-2~ ~'. (SEAL) ,,ti,~ The preceding instrument, consisting of this and three (3) other typewritten pages, each identified by the signature of the Testator, was on the date thereof signed, sealed, published and declared by PAUL K. HIMES, the Testatort3zerein named, as and for his Last Will and Testament, in the presence of us, who, at his request, in his presence, and in the presence of each other,~have subscribed our ~'- names as witnesses hereto. ~~ ~`'d t r > t r" ~= ~`~` `" `' REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS R" Rl~ ( a subscribing witness to the will presented herewith, (~) being duly qualified according to he waa present and saw law, depose(s) and say(s) that Paul K. Himes the testat ~r ,sign the same and that he signed as a witness at the request of testat ~r in h_is_- presence and (in the re ence of each other) (in the presence of the other subscribing witness(es)). . Sworn to or affirmed and subscribed before Richa C. Snelbaker this 14th day of ~~ ~ame) Novembe X2002 Mec~anicsburQSt~~e~7055-0318 (Address) Donna M. Otto,lst Deputy egister (Name) (Address) 21-2002-1017 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS Ph llis. A. Himes ($ao~ a subscriber hereto, ~ being duly qualified according to law, depose(s) and say(s) that Ghe ~ s _ familiar with the signature of Paul K. Himes , the ~11 presented herewith and testat nr of x~i~ that she believes the signature on the will is in the handwriting of Paul K. Himes_ to the best of her _ knowledge and belief. Sworn to or affirmed and subscribed before me this 14th day of November X2002 Donna M. Otto,lst Deputy Register Phyllis ~ame~es 10 Sunset Drive NrP~hanicsb ru PA 17050 (Address) (Name) (Address) CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Paul K. Himes, Deceased Date of Death: July 12, 2002 No. 2002-01017 PA No. 2102-1017 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 November 15, 2002: Name Address Phyllis A. Himes 10 Sunset Drive Mechanicsburg, PA 17055-1651 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE. Date: November 15, 2002 Ri . Snelbaker, Esquire 44 West Mair. Street Mechanicsburg, PA 17055-0318 (717) 697-8528 RECEIPT AND RELEASE LAW OFFICES SNELBAKER. BRENNEMAN SC SPARE WHEREAS, Paul K. Himes, late of Silver Spring Township, County of Cumberland and Commonwealth of Pennsylvania, died on 'July 12, 2002, having first made his Last Will and Testament in writing probated before the Register of Wills of said Cumberland County on November 14, 2002, and Letters Testamentary were issued on the same date to Phyllis A. Himes, the Executrix named in the Last Will and Testament of said Decedent; I and WHEREAS, said Executrix has entered upon and completed her administration of said Decedent's Estate as set forth in her First and Final Account attached hereto, and intends to distribute the net balance of the assets of said Estate to the person named in the Statement of Proposed Distribution also attached hereto, both of said documents being incorporated herein by reference thereto; and NOW KNOW ALL MEN BY THESE PRESENTS, that I, Phyllis A. Himes, being the principal legatee and distributee named in the Will of said Decedent and the person entitled to share in the residuary distribution of the Estate of said Decedent, do hereby declare and say that I have examined the attached Account and Statement of Proposed Distribution, and find the same to be true and correct, and in strict accordance with the terms and 1 LAW OFFICES SNELBAKER. B RENNEMAN & SPARE provisions of said Will, and I do hereby acknowledge that I, this day have, had and received of and from Phyllis A. Himes, Executrix of the Estate of Paul K. Himes, the cash, personalty and/or real estate set opposite my names in the above Statement of Proposed Distribution, in full satisfaction, payment and discharge of all such sum or sums of money, legacies and bequests, share or shares, purports and dividends which were due, owing and payable and belonging to me, by any means whatsoever, for or on account of my full share, part or dividend of the Estate of Paul K. Himes, Deceased. NOW, THEREFORE, I, the said Phyllis A. Himes, do by these presents, remise, release, quit-claim and forever discharge the said Phyllis A. Himes, her heirs, executors and administrators, of and from my said shares or dividends of the Estate aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or of any act, matter, cause or thing whatsoever, from the beginning of the world to the day and date of these presents. AND, desiring to avoid the delay and expense of the settlement of said Estate by filing the foregoing Account of said administration in the Office of the Register of Wills of said Cumberland County and by having the balance in the hands of the Executrix, as shown by said Account, distributed by the Court of Common Pleas of Cumberland County - Orphans' Court Division, I do hereby agree that the foregoing Account and Statement concerning z the matter of settlement may be recorded with the same effect upon me as if the same had been reported upon by said Court, in a decree of distribution made on such proposed Statement of Distribution by the said Court of Common Pleas - Orphans' Court Division. AND in consideration of the aforesaid settlement being made without the aid of such Court of Common Pleas - Orphans' Court Division, that I, the said Phyllis A. Himes, do hereby agree that if any debts or demands other than those included in the above referenced First and Final Account, as hereinbefore set forth, shall be hereafter recovered against the Estate of said Decedent and be legally payable out of the same, that I will return to the said Executrix such amounts thereof as may be necessary to pay such debts or demands. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 10th day of June 2003. WITNESSED BY: ~~i ~ { -- *~.~,c~;~~ ~> ~ -~-~ ~2{SEAL ) P llis A. Himes LAW OFFICES SNELBAKER. B RENNEMAN & SPARE 3 COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) On this the 10th day of June 2003, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared Phyllis A. Himes, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~~/ )dn r ~ ~J~~ Notary Public ~ Seal Sandra K LAW OFFICES SNELBAKE R. B RENNEMAN & SPARE 4 ESTATE NO. 21-02-1017 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY PHYLLIS A. HIMES, EXECUTRIX OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF PAUL K. HIMES, DECEASED, LATE OF SILVER SPRING TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA (Phyllis A. Himes, Executrix as aforesaid and Accountant herein, avers as follows: DATE OF DECEDENT'S DEATH: July 12, 2002 DATE LETTERS TESTAMENTARY ISSUED: November 14, 2002 DATES EXECUTOR NOTICE ADVERTISED: Cumberland Law Journal N/A Patriot-News N/A FIRST AND FINAL ACCOUNT PERSONALTY -PRINCIPAL ACCOUNT DEBITS e Accountant charges herself with the receipt of the following items of Decedent's Personalty valued as of the date of Decedent's death: 1 . DQE Stock, 103 shares of common stock valued at 513.32 per share TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: PERSONALTY -PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from Decedent's Personalty Account: 1 . Snelbaker, Brenneman & Spare, P.C., attorney services 2. Snelbaker, Brenneman & Spare, P.C., costs advanced on behalf of the Estate: a. Register of Wills, Cumberland County, probate fees b. Register of Wills, Cumberland County, filing fee for Inheritance Tax Return 3. Register of Wills, Cumberland County, filing fee for Receipt & Release TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: PERSONALTY -INCOME ACCOUNT DEBITS LAW OFFICES SNELBAKER. BRENNEMAN & SPARE Accountant charges herself with the receipt of the following income from the investment of Personalty Principal: TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: 5 1,371 .96 5 1,371 .96 5 250.00 57.00 47.00 10.00 38.00 5 345.00 5 NONE 5 NONE Page 1 PERSONALTY -INCOME ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from the Personalty Principal Account: S NONE TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: $ NONE REAL ESTATE -PRINCIPAL ACCOUNT DEBITS The Accountant charges herself with the receipt of Decedent's Real Estate as follows: $ NONE TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: S NONE REAL ESTATE -PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from Real Estate Principal Account: 5 NONE TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: S NONE REAL ESTATE -INCOME ACCOUNT DEBITS Accountant charges herself with the receipt of the income from the investment of Real Estate Principal Account: S NONE TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: 5 NONE REAL ESTATE -INCOME ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from the Real Estate Income Account: S NONE TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: 5 NONE LAW OFFICES SNELBAKER. BRENNEMAN & SPARE Page 2 RECAPITULATION PRINCIPAL ACCOUNT: Debits 1,371 .96 Credits 345.00 Balance INCOME ACCOUNT: Debits S NONE Credits 5 NONE Balance TOTAL PERSONALTY PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL REAL ESTATE: 1,026.96 t ~~~~~~ 1 ,026.96 LAW OFFICES SNELBAKER. BRENNEMAN & SPARE S NONE t ~~~~~~ 1 ,026.96 5 NONE S NONE 5 NONE S NONE S NONE Page 3 STATEMENT OF PROPOSED DISTRIBUTION LAW OFFICES SNELBAKER. BRENNEMAN & SPARE Phyllis A. Himes, Executrix and Accountant herein, proposes to distribute the balance of the Estate of Paul K. Himes, Deceased, to wit: $1 ,026.96 in accordance with the Last Will and Testament of said Decedent as follows: Phyllis A. Himes 100% of residue TOTAL FOR DISTRIBUTION: 5 1,026.96 S 1 ,026.96 Page 4 COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Phyllis A. Himes, being duly sworn according to law deposes and says: that she is the Executrix of the Estate and under the Last Will and Testament of Paul K. Himes, Deceased, and the Accountant herein; that there are no unpaid creditors or claimants of said Estate; that there are no persons interested in the distribution of said Estate other than as stated in the foregoing Statement of Proposed Distribution; and that the facts set forth in the foregoing First and Final Account and Statement of Proposed Distribution are true and correct to the best of her knowledge, information and belief. ~~•~ r ~~ ,YL~ ~. Phyllis A. Himes Executrix and Accountant Sworn to and subscribed before me this 0 tt}~y of June 2003 ~~ Notary ublic Sandra K. ~~ ~ Ploy ?2~ A,s~ ~ LAW OFFICES SNELBAKER. BRENNEMAN & SPARE Page 5 .I l./~ COMMONWEALTH OF PENNSYLVANIA '~ ~, COUNTY OF CUMBERLAND J Phyllis A. Himes being duly sworn according to law, deposes and says that she i ~ the FXP,-„+-r; Y of the Estate of Paul K. Himes late of -~i._l~~t~r-_~~ring__Townshig__ Cumberland County, Pa., deceased and that the within is an inventory made by Phyllis A. Himes __ _ the said Executrix of the entire estate of said decedent, consisting of all the personal proparty 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. ~wn.rn and subscribed before me, June 10 Date of Death ,12 Day Sense IG 5howets~N~ary Pu ~ ~EXpkes Nov 22, Executor - Administrator Phyllis A. Himes 10 Sunset Drive Mechanicsburg, PA 17055 i Address July 2002 Month 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, Fiduciaries Act of 1949. .~ ..-~ _~~ - is -: F O L.~~ U w 0 N O r-I N 0 z O I"" Z W Z r ~ ~ w Q d ~ W ~ W ~ n' J LL LL ---~ W O Z ~ ~ ~ N Z w Q a .~ x r--I a -o m d U N 0 ~o d T c 0 U -o .a E U7 .-I .,~ 0 d ~o J U '~ m K I ~ m ~ ip ,~ < d '"'"~ i ~ 1 S~ Cn U ~c U o -,~ o ~ m Inventory of the real and personal estate of PAUL K. HIMES, Deceased Page 1 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 RICHARD C SNELBAKER SNELBAKER ETAL 44 W MAIN ST MECHANICSBURG PA REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE------- RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------------- -- ---------------------------------------------------------- REV-1547 EX AFP CO1-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HIMES PAUL K FILE N0. 21 02-1017 ACN 101 DATE 05-12-2003 TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2)__ 1,371.96 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) 00 of thi . s form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (e) 1 , 371.96 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9.785.4 6 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 18 9.97 11. Total Deductions (11) 9.975.43 12. Net Value of Tax Return C12) 8,603.47- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAY f DCTITTC. c15) .00 X 00 _ .00 c16) . 00 X 045 = .00 (17) .00 X 12 _ .00 (1B) .00 X 15 _ .00 c19)= . 00 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1541 D( qFp (01-03) RE.=a ° ,. ;__,` DATE 05-12-2003 ~t ESTATE OF HIMES PAUL K DATE OF DEATH 07-12-2002 FILE NUMBER 21 02-1017 'a~ ~`1~iY ~ 6 f;1~ .~f7 COUNTY CUMBERLAND 'ACN 101 Amount Remitted ~~... MAKE CHECK PAYABLE AND REMIT PAYMENT T0: TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE crnc nc Turc rnou rno ..~~r„~~..r.....,. REV-1470 EX (8-88) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 INHERITANCE TAX EXPLANATION OF CHANGES DECEDENT'S NAME FILE NUMBER PAUL K HIMES JR 2102-1017 REVIEWED BY ACN John Kealy 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES H I B_3 I Reduced to $1,371.96. Family exemption can only be claimed against assets subject to will or intestacy. Row Page 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE I NFORMATI O N N O T I C E BUREAU OF INDIVIDUAL TAXES AN D DEPT. 280601 HARRISBURG, PA 171z8-obDl TAX PAYER R E S P O N S E REV-1543 E% pFP (09-007 FILE N0. 21-Do2- !d/,' ACN 03123885 DATE 06-26-2003 CHRISTINE G ZOMOK 10 SUNSET IM;- MECHANICSBU G PA 17050 :~ TYPE OF ACCOUNT EST. OF PAUL K HIMES ~ SAVINGS S.S. N0. 162-26-6715 ® CHECKING DATE OF DEATH 07-12-2002 ~ TRUST COUNTY CUMBERLAND ~ CERTIF. REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK ~ '-'' has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Comeonwealth of Pennsylvania. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5140028948 ACCOUnt Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due Date 04-01-1970 Established 1,831.96 x 16.667 305.33 X .15 45.80 To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent^. NOTE: If tax payments are made within three (3l months of the decedent's date of death, you may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. PART TAXPAYER RESPONSE ... . ~~_~~l~EE€€'I'~ii~i~s: .. ~;::::::~1!fi::~~#::. T~~#'t`7~1~:SS~ .........................................................................................:... ~~~....::;:T~~~::i A. ~ The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain CHECK a discount or avoid interest, or you may check box ^A" and return this notice to the Register of C 0 N E ~ Wills and an official assessment will be issued 6y the PA Department of Revenue. B L 0 CK 8. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 N L Y to be filed by the decedent's representative. C. ~ The above information is incorrect and/or debts and deductions were paid by you. Yau must complete PART 2^ and/ar PART 3^ below. PART If you indicate a different tax rate, please state your relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINTiTRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported-7above //are true, correct and n lets to the best of ny knowledge and belief. HOME C~ ~ / ) l0 - Q Yi WORK C ) ~3U Off' TAYPAVFR STf~NATIIRF TFI FPHIINF NIIMRFR TI F BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 PHYLLIS A HIMES 10 SUNSET DR MECHANICSBURG PA 17050 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISE![ENT ALLONANCE OR DISALLONANCE OF DEDUCTION, AND ASSE5SlIENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 IX AFP CO1 -03) DATE 12-22-2003 ESTATE OF HIMES PAUL K DATE OF DEATH 07-12-2002 FILE NUMBER 21 02-1017 COUNTY CUMBERLAND SSN/DC 162-22-6715 ACN 03123884 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1548 EX AFP CO1-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-22-2003 ESTATE OF HIMES FILE N0. 21 02-1017 PAUL K DATE OF DEATH 07-12-2002 COUNTY CUMBERLAND S.S/D.C. N0. 162-22-6715 ACN 03123884 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK ACCOUNT N0. 5140028948 TYPE OF ACCOUNT: ( ) SAVINGS C ~ CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 04-01-1970 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 1,831.96 X 0.166 305.33 .00 305.33 X .00 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) COMMONWEALTH OF PENNSYLVANIA \ BUREAU DF INDIVIDUAL TAXES DEPARTMENT OF REVENUE y INHERITANCE TAX DIVISION DEPT. 260601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEtIENT ALLONANCE OR DISALLORANCE OF DEDUCTION, AND A5SESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 IX AFP CO1 -03) DATE 12-22-2003 ESTATE OF HIMES PAUL K DATE OF DEATH 07-12-2002 FILE NUMBER 21 02-1017 COUNTY CUMBERLAND CHRISTINE G ZOMOK SSN/DC 162-22-6715 ACN 03123885 10 SUNSET DR Amount Remitted MECHANICSBURG PA 17050 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE------- RETAIN LOWER PORTION FOR YOUR RECORDS r ------------------------ ------------------------------------------------------------------------------- REV-1548 EX AFP CO1-03~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-22-2003 ESTATE OF HIMES PAUL K DATE OF DEATH 07-12-2002 COUNTY CUMBERLAND FILE N0. 21 02-1017 S.S/D.C. N0. 162-22-6715 ACN 03123885 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK ACCOUNT N0. 5140028948 TYPE OF ACCOUNT: C ) SAVINGS CX) CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 04-01-1970 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 1,831.96 X 0.166 305.33 .00 305.33 X .15 45.80 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+~ INTEREST/PEN PAID C-) AMOUNT PAID 07-31-2003 CD002863 .00 45.80 TOTAL TAX CREDIT 45.80 BALANCE OF TAX DUE .00 INTEREST AND PEN. .69 TOTAL DUE .69 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDIT IONAL INTEREST. ^ C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) ~~ BUREAU OF INDIVIDUAL TAXES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 INHERITANCE TAX HARRISBURG, PA 17128-0601 STATEMENT OF ACCOUNT REV-1607 E% AFP (O1-DS) _.r DATE 02-17-2004 ESTATE OF HIMES PAUL K •!I' DATE OF DEATH 07-12-2002 FILE NUMBER 21 02-1017 •OA (-EB 27 ~ ~ :~Z000NTY CUMBERLAND CHRISTINE G ZOMOK ACN 03123885 10 SUNSET DR Amount Remitted MECHANICSBURG PA 17Q50 _ ;,~, MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~1 ---------------------------------------------------------------------------------------------------------------- REV-1607 EX AFP (01-03) *** INHERITANCE TAX STATEMENT OF ACCOUNT ~~~ ESTATE OF HIMES PAUL K FILE N0. 21 02-1017 ACN 03123885 DATE 02-17-2004 THIS STATEMENT 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: 12-22-2003 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 45.80 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 07-31-2003 CD002863 .00 45.80 12-30-2003 CD003394 .69- .69 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l 45.80 .00 .00 .00 ~.j; STATUS REPORT UNDER RULE 6 12 ~~~ Name of Decedent: _ Paul K. Himes Date of Death: July 12 , 2 002 Will No.: 21-02-1017 Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes _ No 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 ~ No c. Copies of receipts, releases, joinders and approval of formal or informal accounts maybe filed the Clerk of the Orphans' Court and may be attached to this re ort. Date: X10/0 3 ~~_ ._. F-,-= _. _. _..~ LL: o x ~~>= J C Si Richard C. Snelbaker Name Snelbaker, Brenneman & Spare, P.C, 44 West Main Street Mechanicsburg, PA 17055 Address (717) 697-8528 Telephone No. Capacity: [] Personal Representative X~X Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) NO. CD 002863 RIMES PHYLLIS A 10 SUNSET DRIVE MECHANICSBURG, PA 17050 fold ESTATE INFORMATION: SsN: 162-22-6715 FILE NUMBER: 2102-1017 DECEDENT NAME: RIMES PAUL K DATE OF PAYMENT: 08/01 /2003 POSTMARK DATE: 07/31 /2003 COUNTY: CUMBERLAND DATE OF DEATH: 07/12/2002 REMARKS: PHYLLIS A HIMES CHECK# 2134 ACN ASSESSMENT AMOUNT CONTROL NUMBER 03123885 ~ 545.80 TOTAL AMOUNT PAID: INITIALS: AC 545.80 SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003394 HIMES PHYLLIS A 10 SUNSET DRIVE MECHANICSBURG, PA 17050 fold ESTATE INFORMATION: ssN: is2-22-s7i5 FILE NUMBER: 2102-1017 DECEDENT NAME: HIMES PAUL K DATE OF PAYMENT: 1 2/31 /2003 POSTMARK DATE: 12/30/2003 COUNTY: CUMBERLAND DATE OF DEATH: 07/ 1 2/2002 .REMARKS: PHYLLIS A HIMES CHECK# 2171 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 03123885 ~ 5.69 TOTAL AMOUNT PAID: INITIALS: JA RECEIVED BY: DONNA M. OTTO REV-1162 EX111-96) 5.69 DEPUTY REGISTER OF WILLS REGISTER OF WILLS REV-1500 EX (6-00) 111m-It) OFFICIAL USE ONLY o 0;( COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 2002 _lOlL__ YEAR NUMBER COUNTY CODE .... Z LU o LU U LU o CECECENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Himes, Jr., Paul K DA.TEOFDEATH (MM-DD-YEAR) 07/12/2002 SOCIAL SECURITY NUMBER 162-22-6715 DATE OF BIRTH (MM-DD-YEAR) 4/20/30 TI-RS RETURN MUST BE FILED IN DUPLICATE WITH THE W 0- :::c:~(I) uO:O< wQ.u IOO uO:-' Q.m Q. .. (IF APPLIa;,BLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Himes, Phyllis A [X] 1 Original Return D 4 limited Estate D 4a. Future Interest Compromise (dale of death after 12-12-82i [X] 6 Decedent Died Testate 1Attach copy of WI I) D o 9 Litigation Proceeds Received D D 2 Supplemental Return REGISTER OF WILLS SOCIAL SECURITY NUMBER [] 3 Remainder Return (date of death plior to 12-13-82i 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 PovertyCredil ldate ofdnlh b~tw....n 12_31_91 and 1_1_95) D 11 Election to tax under See 9113{A)IAtt.ctlSch 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Richard C. Sne1baker 0- Z W C Z o "- "' w ~ 8 FIRM NAME (If Applicable) Sne1baker, Brenneman & S are TELEPHONE NUMBER F.C 44 West Main Street Mechanicsburg, FA 17055 ( 717) 697-8528 Real Estate (Schedule A) (1) 0.00 2 stocks and Bonds (Schedule B) (2) 1 ,371. 96 3 Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0.00 4 Mortgages & Notes Receivable (Schedule 0) (4) 0.00 5 Cash, Bank Deposits & Miscellaneous Personal Property 0.00 (Schedule E) (5) Z 6 Jointly Owned Property (Schedule F) (6) 0.00 0 D Separate Billing Requested ;:: :s 7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 0.00 :;:) (Schedule G or L) .... a:: 8 Total Gross Assets (total lines 1-7) (8) <( U 11,913.50 w 9 Funeral Expenses & Administrative Costs (Schedule H) (9) a:: 10 Debts of Decedent, Mortgage Liabilities, & Liens (SCl1edule I) (10) 189.97 11 Total Deductions (total Lines 9 & 10) (11) 12 Net Value of Estate (Line 8 minus Line 11) (12) 13 Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (ScheduleJ) (13) 14 Net Value Subject to Tax (Line 12 minus Line 13) (14) see INSlRUCT10NS ON REVERSE SIDE FOR APPLICABLE RATES QFF10Al.. USE ONLY 1,371.96 12,103.47 (10,731. 51) 0.00 (10,731.51) 15 Amount of Line 14 taxable at the spousal tax ( 10,731. 51 ) Z rate, or transfers under Sec. 9116 (a)(1 .2) x 0 _(15) 0 ;:: 16 Amount of Line 14 taxable at lineal rate x 0 _(16) .. >- :J Q. 17 Amount of Lme 14 taxable at Sibling rate x 12 (17) " 0 U 18 Amount of Lme 14 taxable at collateral rate x 15 (18) >< .. 19 Tax Due 0- (19) 0.00 o 00 20 D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 2W46451.000 Decedent's Complete Address: $TREET ADDRESS 10 Sunset Drive Silver Spring Twp. , Cumberland County CITY I STATE I ZIP Mechanicsburq PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 0.00 0.00 0.00 0.00 Total Credits (A + B + C) (2) 0.00 3 Interest/Penalty if applicable D. Interest E. Penalty 0.00 0.00 Total Interest/Penalty (D + 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) 0.00 A. Enter the interest on the tax due (SA) 0.00 S. Enter the total of line 5 + SA. DUE. to. REG5TEROF (5B) 0.00 AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1, Did decedent make a transfer and: a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . D b. retain the right to designate who shall use the property transferred or its income; . D c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . D d. receive the promise for life of either payments, benefits or care? . . . . . . . . . D 2 If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. [] [Xl IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Yes No IXI IXI IXI IXI IX] IX] 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 all information of which preparerhas any knowledge DATE 0-";;; tJ3 SIGNAT ve, Mechanicsburg, PA 17055 THAN REPRESENTATIVE DATE ~Jr r OJ, AOOR 84 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, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [12 PS. S 9916 (a) (1 1) (ill 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) (ii)] 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 the only beneficiary For dates of death on or after July 1. 2000 The tax rate imposed on the net value of transfers from a deceased child twenty.one years of age or younger at death to or for the use of a natural parent, an adoptive parent. or a stepparent of the child IS 0% [72 PS S 9116(a){12)] The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries IS 45%, except as noted m 72 PS 99116(12) [72 P,S, S 9116(a)(1)] Tre tax rate Imposed on the net value of transfers to or for the use of the decedent's Slblmgs IS 12% (72 PS 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 aecedenl. whether by blood or adoption 21-\146461,000 REV-1503 EX + (1_97) COMMONWEALTH OF PENNSYLVANIA INHERrrANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Himes I Jr. I Paul K FILE NUMBER 21-2002-1017 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CESCRIPTION VALUE AT DATE OF DEATH 1,371.96 1.DQE stock, 103 shares of common stock, valued at $13.32 per share. lW46963000 , TOTAL (Also enter on line 2, Recapitulation) I $ llf more space is needed. insert additional sheets of the same size) 1,371.96 REV.1511 EX + (1-97) CDMMONW'E.A.L TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESlCENT CECECENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS EST ATE OF Himes, Jr., Paul K FILE NUMBER 21-2002-1017 Debts of decedent must be reoorted on Schedule I. ITEM NUMBER DESCRIPTION AMOU NT A FUNERAL EXPENSES: 1 Romberger Memorials, monument 500.00 2 Jesse H. Geigle Funeral Home, Inc. , funeral services 7,606.50 B. ADMINISTRATIVE COSTS: 1 Personal Representative's Commissions 0.00 Name of Personal Representative(s) I Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees Name: SNELBAKER, BRENNEMAN & SPARE 250.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant See Schedule attached . Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 47.00 5. Accountant's Fees 0.00 6 Tax Return Preparer's Fees 0.00 7. Register of Wills, Cumberland County, filing fee for 10.00 Inheritance Tax Return TOTAL (Also enter on line 9, Recapitulation) $ 11,913.50 ::,',46AG 2::00 (If more space is needed. insert additional sheets of same size) Estate of: Himes, Jr., Paul K Schedule H, Part B -- Family Exemption Item No. Description 1 Claimant: Himes, Phyllis A Address: 10 Sunset Drive Silver Spring Twp. / Cumberland Mechanicsburg, PA 17055 Relationship: Spouse TOTAL. (Carry forward to main schedule) Page 2 21-2002-1017 Amount 3,500.00 3,500.00 REV-1512EX +.(1-97) COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESICENT DECECENT ESTATE OF Himes, Jr., Paul K SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-2002-1017 Include unreimbursed med,cal expenses. ITEM NU MBER DESCRIf'fION AMOUNT Beebe Medical Center, medical services, account payable 22.08 2 Cardiology Consultants, PA, medical services, account payable 5.49 3 Holy Spirit Hospital, medical services, account payable 162.40 ~'.'J46AH 2.000 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 189.97 REV-1513 EX..' (9-00) SCHEDULE J BENEFICIARIES COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESICENT CECECENT ESTATE OF Himes NUMBER I. Jr. Paul K NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Phyllis A. Himes 10 Sunset Drive Mechanicsburg, PA 17055 FILE NUMBER 21-2002-1017 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Spouse AMOUNT OR SHARE OF ESTATE 100% of residue ENTER DOLLAR AMOUNTS FOR DISTRIBuTIONS SHOWN ABOVE ON LINES 15 THROuGH 18, AS APPROPRIATE, ON REV.1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHAR IT ABLE AND GOVERN MENTAL DISTR I BUTIO NS 1. 2VV46A11.000 TOT AL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SH EET (If more space is needed, insert additional sheets of the same size) I 1$ 0.00 LAW OFFICES SNEl..BAKER. McCAl..EB a ELICKER LAST WILL AND TESTAMENT I, PAUL K. HIMES, of the Township of Silver Spring, 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 Executrix, Executor or Executors, as the case may be, 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 wife, PHYLLIS A. HIMES, absolutely and in fee simple, if she survives me. THIRD. If my wife, PHYLLIS A. HIMES, should not survive me, and if both of the following children, namely, CHRISTINE G. RILAND and KENNETH P. HIMES have attained the age of eighteen (18) years at the time of my death, then and in that event I give, devise and bequeath my entire Estate in equal shares unto said children, share and share alike, absolutely and in fee simple, subject only to the further trust provisions hereinafter provided for my son, KENNETH P. HIMES, if he has not attained the age of twenty-five (25) years at the time of my death. Should either of said children predecease me and leave lawful issue to survive them, I order and direct that the share or part of my Estate which such deceased child or children would have received hereunder had he, she or they survived me shall be distributed unto the issue of such deceased child or children per stirpes, said issue taking,his, her or their deceased ancestor's \..- G '~ \:sd LAW OFFICES SNELBAKER. McCALEB & ELICKER or ances tors I sha~'e or shares hereunder by representation and not per capi ta. If, however, either of said children are under the age of eighteen (18) years at the time of my death and should they be other- wise entitled to receive my entire estate umier the provisions of the paragraph immediately preceding hereinabove, then and in that event, I give, devise and bequeath my entire said Estate unto CCNB BANK, N.A., of New Cumberland, Pennsylvania, as my Trustee, in trust, nevertheless, to hold, invest and re-invest the same, to collect the income, and after paying all expenses incident to the manage- ment of said trust, to use and apply as much of the net income and principal thereof as may be necessary in tile sole discretion of my Trustee for the support, maintenance, care and education of such of said children as may be under the age of ei~lteen (18) years, it being my will and intention to provide for each child who has not attained such age and who may be dependent and unemancipated (by reason of disability or full time attendance in a school) at the effective time hereof with the same or similar advantages and benefits during his dependency which I have provided to the older child; and upon the younger of said children attaining the age of eighteen (18) years, I order and direct that tile balance of principal and any accumulation of income then remaining in the hands of the Trustee shall be divided into two (2) equal parts which shall be distributed as follows: (a) I order and direct that one such equal part shall be distributed unto my step-daughter, namely, CHRISTINE G. RILAND, absolutely; and (b) I order and direct my said Trustee to keep and retain the remaining one equal part in trust for the use and benefit of my son, namely, KENNETH P. HIMES, until he attains the age of twenty-five (25) years, in the interim to pay over to him the net income therefrom and to terminate the trust and to distribute the principal thereof to my said son absolutely upon his attainment of age twenty-five (25) years. If my son, namely, KENNETH P. HIMES, has attained the LAW OP"FICES SNELBAKER. McCALEB 8; ELICKER age of eighteen (18) years but not twenty-five (25) years at the time of my death, then and in that event, larder and direct that the distributive share attributable to him under the provisions of the first paragraph of this Item Third shall be held in trust for him under the same provisions as set forth in the last clause (indicated by the letter" (b)") in the second paragraph of this Item Ibird. FOURTH. If my wife, PHYLLIS A. HIMES, should not survive me, and if the said CHRISTINE G. RILAND and KENNETH P. HIMES, should pre- decease me and not leave lawful issue to survive me, then and in that event, I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, in equal shares unto LINDA M. RIIAND and CHRISTINA RUDY, absolutely and in fee simple, subject, however to the following protective provisions: if eitller beneficiary is under the age of twenty-five (25) years at the time for distribution hereunder, larder and direct that the share of each beneficiary who has not attained the age of twenty-five (25) years shall be held and retained by CCNB BANK, N.A., aforesaid as my testamentary trustee, in a separate trust, said Trustee to accumulate and reinvest the income therefrom, and to terminate the trust and pay over the then remaining balance of income and principal to the respective bene- ficiary absolutely upon her attainment of age twenty-five (25) years. LASTLY. I nominate, constitute and appoint my wife, PHYLLIS A. HIMES, to be the Executrix of This, my Last Will and Testament, but if for any reason she should fail to qualify as such Executrix or cease sO to serve, and if both CHRISTINE G. RlLAND and KENNETH P. HIMES have attained the age of twenty-five (25) years at the time of my death then and in .that event, I nominate, consti.tute and appoint the said CHRISTINE G. RlIAND and KENNETH P. HIMES (or the survivor of them in the event that either should fail to qualify or cease SO to serve), LAW OFFICES SNEL.BAKER. McCAL.EB a ELICKER to be the Executors hereof, each and all to serve without bond. If all of the above named persons should fail to qualify as my personal representative hereunder or cease so to serve, then and in that ultimate event, I nominate, constitute and appoint CCNB BANK, N.A. of New Cumberland, Pennsylvania, to be the Executor of this, my Last Will and Testament. IN WITNESS WHEREOF, I, PAUL K. HIMES, have hereunto set my hand and seal to this, my Last Will and Testament which consists of four (4) typewritten pages to each of which I have affixed my signature this AIi~ day of March, A. D., One Thousand Nine Hundred Seventy- eight (1978). ~A1 J~. #(~/L (SEAL) The preceding instrument, consisting of this and three (3) other typewritten pages, each identified by the signature of the Testator, was on the date thereof signed, sealed, published and declared by PAUL K. HIMES, the Testatortherein n~ned, as and for his Last Will and Testament, in the presence of us, who, at his request, in his presence, and in the presence of each other, have subscribed our ) - / ~~..L/ ~ > \~-'h...t-('~< c \tic ~_.cLLl / -- / -. names as witnesses hereto.