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Home My WebLink About12-23-14 DLO t 1 a Douglass Lam Office 2127 Walnut Bottom Rd. Carlisle,Pennsylvania 17015 Tel:(717)243-1790 Fax:(717)243-8955 douglaslaw@earthlink.net December 22, 2014 David S. Bishop Shirley Smith 114 Springfield Rd. 799 Creek Rd. Shippensburg, PA 17257 Carlisle, PA 17015 Michael N. Smith Vicki Starner 1502 Georgetown Rd 1308 Ritner Highway Middletown PA 17057 Carlisle, PA 17013 Scott Smith Jeffrey Smith CO m C), 5432.d Street 80 Kerrsville Rd m -r c, C-:) :;a Carlisle, PA 17013 Carlisle, PA 17015 M w m rrnn Cheryl Killinger Terry Lee Bishop c, M --n -n 146 Grahams Wood Rd. 179'C' Street w Carlisle, PA 17015 Carlisle PA 17013 +-A M In re: Estate of Terry Bishop Dear Ladies and Gentlemen: Enclosed for service upon each of you are: Petition for Adjudication/Statement of Proposed Distribution Pa.O.C. Rule 6.9 First and Final Account of M&T Trust Company Pa.O.C. Rule 6.3 Notice of Audit If you have any questions please feel free to call. Sincerely, William P.Douglas Cc: Cumberland County Register of Wills Cumberland County CH Suite 102 Carlisle, PA 17013 William P. Douglas, Esquire Board Certified Civil Trial Attorney ,;.� . �' - r i h`°° ` } a.�•. ,.. it�,�; .� !� _ In re: In the Court of Common Pleas of Cumberland County, Pennsylvania Estate of Terry L. Bishop, deceased Orphans Court Division No. 21 — 13- 1107 NOTICE IS HEREBY GIVEN to all parties interested that the above captioned decedent's account with statement of proposed distribution (attached hereto)has been filed in the Office of the Clerk of Orphans' Court Division in the Cumberland County Courthouse at Carlisle, Pennsylvania, by the accountant, M&T Trust Co., where same may be examined prior to being presented to the Court of Common Pleas, Orphans' Court Division, Cumberland County, Pennsylvania for confirmation and decree of distribution at 9:30 A.M., on January 13, 2015 in Courtroom No. 1. Objections to the account or to the statement of proposed distribution, or both, must be filed in writing no later than 9:00 a.m. on the date fixed for confirmation unless otherwise permitted by the Court prior to confirmation. A copy of the Objections shall be served on the accountant or the accountant's attorney. Confirmation Date: January 13, 2015 Time: 9:30am Place: Cumberland County Courthouse Courtroom No. 1 Accountant: Accountant's attorney: M&T Trust Co. Douglas Law Office James Smiley, V.P. William P. Douglas, Esq. 1 W. High St. 2127 Walnut Bottom Rd. Carlisle, PA 1013 Carlisle, PA 17015 y December 22, 2014 By:William P. Douglas, sq. ti IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA C7 �7 ORPHANS' COURT DIVISION O FILE NO. 21-13-1107 �.� 'fin G7 O ESTATE OF TERRY L. BISHOP, DECEASED ,AD w �:j C7 FIRST AND FINAL ACCOUNT OF �- n MANUFACTURERS AND TRADERS TRUST COMPANY -f Cl) t- R1 <,1 Cn d Date of Death: October 1, 2013 Date of Executor's Appointment: October 18, 2013 Date of First Complete Advertisement: Cumberland Law Journal May 9,16,23, 2013 The Sentinel May 3,10,17, 2013 Accounting for the period: October 1, 2013 to October 28, 2014 Purpose of Account: The Executor offers this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: James A. Smiley, Vice President Manufacturers and Traders Trust Company One West High Street Carlisle, PA 17013 (717) 240-4505 or William P. Douglas 43 West South Street Carlisle, PA 17013 (717) 243-1790 - 1 - , , ' - SUMMARY OF ACCOUNT PAGES PRINCIPAL� Receipts 3-4 $ 1,398,618.27 Net ooiq on Sales or Disposition 5-6 16,283.82 Less Disbursements*. Funeral Expenses 7 $ 4,435,38 Legal reaa 7 10,365.48 Debts or Decedent 7 I,444.87 Federal State a Local Taxes 7-8 163,496.74 Administration.- Misc. Exp. 0-9 65,080.13 -244,822.44 Balance before Distributions $ 1,170,079.65 Distributions to Beneficiaries 10-11 -1,158,463.46 Principal Balance on Hand 12 $ 11,616.19 For Information: Investments Made 13 Changes in Holdings 14-18 INCOME Receipts 19-21 $ 18,198.79 Less Disbursements 22-24 Balance before Distributions $ 5,095.I5 Distributions to Beneficiaries 25 -4,975.61 Income Balance on Hand 26 $ I19.54 coMozmuo BALANCE ON xamo $ 11,735.73 Proposed Principal Distributions 27 Proposed zoomoe Distributions 28 Verification 29 ^ - 2 - PRINCIPAL RECEIPTS Assets Listed in Inventory (Valued as of Date of Death) Real Estate 799 Creek Road, Carlisle, PA $ 257.,000.00 Common Stocks 2,118.744 Shs. Fidelity Spartan Intl Index Fd 84,071.76 Life Insurance Policies USA Veterans Adm Pol 416806529 1.00 Mutual Funds 754.289 Shs. Artisan Mid Cap Value Fund 20,064.09 15,396.071 Shs. Blackrock PA Municipal Bond FD-I 163,814.20 2,861.891 Shs. Bridgeway Ultra Small Co. Mkt Fd 49,024.19 23, 670.292 Shs. Federated Strategic Value Fund 132,080.23 525.096 Shs. Guinness Atkinson - China & HK Fd 15,847.40 1,308.044 Shs. Mainstay Epoch Global Equity Yield Fund-I 24,264.22 2,925.885 Shs. USAA Tax-Exempt Intermediate Term Fund 38,533.91 2,267.848 Shs. Vanguard Institutional Index Fund #94 352,060.72 6,886.415 Shs. Vanguard Short-Term Tax-Exempt Fund #41 109,080.81 1,231.1 Shs. Vanguard Small-Cap Value Index Fund 26, 924.16 FORWARD $ 1,266,766.69 - 3 - PRINCIPAL RECEIPTS (cont'd) FORWARD $ 1,266,766.69 Mutual Funds (cont d) 1,362.207 Shs. Vanguard Value Index CL Signal 38,836.52 $ 1,305,603.21- Wilmington ,305,603.21.Wilmington Tax-Exempt Money Market Fund 23,759.83 $ 1,329,363.04 SUBSEQUENT RECEIPTS Cash 12/30/13 Insurance Claim Proceeds $ 1,875.00 01/09/14 Class Action Settlement Wyeth 15.11 04/21/14 Refund, 2013 Pennsylvania Individual Income Tax 808.00 05/22/14 Received from Terry Bishop TUW 911045436 65,000.00 05/22/14 Refund, Hoffman-Roth Funeral Home Incorporated 1,551.00 09/25/14 Class Action Settlement CIT Group 6.12 69,255.23 TOTAL PRINCIPAL RECEIPTS $ 1,398, 618.27 ------------------ ------------------ - 9 - PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS GAIN LOSS 11/22/13 Long Term Capital Gain Distribution on Artisan Mid Cap Value Fund Net Proceeds 735.81 Acquisition Value .00 $ 735.81 11/22/13 Short Term Capital Gain Distribution on Artisan Mid Cap Value Fund Net Proceeds 89.23 Acquisition Value .00 89.23 12/05/13 Long Term Capital Gain Distribution on Federated Strategic Value Fund Net Proceeds 707.61 Acquisition Value .00 707.61 12/10/13 Long Term Capital Gain Distribution on Mainstay Epoch Global Equity Yield Fund-I Net Proceeds 51.08 Acquisition Value .00 51.08 12/16/1.3 Short Term Capital Gain Distribution on Fidelity Spartan Intl Index Fd Net Proceeds 82.63 Acquisition Value .00 82.63 12/18/13 Short Term Capital Gain Distribution on Blackrock PA Municipal Bond FD-I Net Proceeds 27.13 Acquisition Value .00 2.7.13 12/18/13 Long Term Capital Gain Distribution on Bridgeway Ultra Small Co. Mkt Fd Net Proceeds 4,564.20 Acquisition Value .00 4,564.20 12/30/13 Long Term Capital Gain Distribution on Guinness Atkinson - China & HK Fd Net Proceeds 230.78 Acquisition Value .00 230.78 FORWARD $ 6,488.47 - 5 - PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS (cont'd) GAIN LOSS FORWARD $ 6,488.47 01/22/14 1,715.266 Shs. Federated Strategic Value Fund Net Proceeds 10,000.00 Acquisition Value 9,572.52 42.7.48 01/22/14 591.821 Shs. Vanguard Institutional index Fund #k94 Net Proceeds 100,000.00 Acquisition Value 91 874.29 8,125.71 01/22/14 4, 625.347 Shs. Blackrock PA Municipal Bond FD-I Net Proceeds 50,000.00 Acquisition Value 49,213.68 786.32 01/22/14 1,575.299 Shs. Vanguard Short-Term Tax-Exempt Fund 441 Net Proceeds 25,000.00 Acquisition Value 24,952.74 47.26 01/22/14 367.737 Shs. Fidelity Spartan Intl Index Fd Net Proceeds 15,000.00 Acquisition Value 14,591.42 408.58 TOTALS $ 16,283.82 $ .00 NET GAIN TRANSFERRED TO SUMMARY $ 1.6,283.82 ----------------- ----------------- - 6 - DISBURSEMENTS OF PRINCIPAL FUNERAL EXPENSES Baughman Memorial 03/10/14 $ 3,238.50 04/23/14 Mechanicsburg Cemetery requires larger base on headstone 201.20 $ 3,439.70 Hoffman-Roth Funeral Home Incorporated 01/13/14 995.60 $ 4,435.30 LEGAL FEES Douglas Law Office 05/01/14 $ 365.40 05/23/14 10,000.00 10,365.40 10,365.40 DEBTS OF DECEDENT Pennsylvania Dept of Revenue State Individual Income Tax 01/10/14 2013 Balance Due 320.00 West Shore EMS - ALS 03/17/14 Fox-sub acute to Harrisburg Hospital 1,124.87 1,444.87 FEDERAL STATE & LOCAL TAXES Register of Wills, Agent Pennsylvania Inheritance Tax 05/20/14 Balance Due 162,718.97 FORWARD $ 162,718.97 $ 16,245.57 - 7 - DISBURSEMENTS OF PRINCIPAL (cont'd) FORWARD $ 162,718.97 $ 16,245.57 FEDERAL STATE & LOCAL TAXES (cont'd) Real Estate Taxes 03/20/14 County 777.77 1.63,496.74 ADMINISTRATION - MISC. EXPENSES Diversified Appraisal Services 01/30/14 Appraisal Fee 375.00 Eichelberaers Incorporated 01/13/14 Water System Maintenance $ 190.54 04/09/14 Testing & service to water 94.34 284.88 K.M. Daugherty 10/08/13 Replaced Attic Fan $ 261.37 12/06/13 Insurance claim, repairs 2,075.00 2,336.37 Peck's Septic Service 02/27/14 Pumping septic tank $ 165.00 03/12/14 Pumping septic tank 165.00 04/02/14 Pumping septic tank 165.00 495.00 PP&L Company 01/23/14 $ 383.15 02/21/14 406.87 03/19/14 355.02 FORWARD $ 1, 145.04 $ 3,491.25 $ 179,742.31 DISBURSEMENTS OF PRINCIPAL (cont'd) FORWARD $ 1,145.04 $ 3,491.25 $ 179,742.31 ADMINISTRATION - MISC. EXPENSES (cont'd) PP&L Company (cont'd) 04/16/14 213.50 1,358.54 Register of Wills 12/11/13 Filing Annual Guardianship Report $ 15.00 12/11/13 Court Costs for Eleventh & Final Account 215.00 05/21/14 Probate costs 250.00 480.00 Southampton Township 01/23/14 Trash Removal $ 46.74 04/10/14 Trash Removal 46.74 93.48 US Department of Veterans Affairs DMC - 01/21/14 VA Benefit 7,026.00 RESERVES: 01/21/14 Attorney Fee - William P. Douglas $ 10,593.62 01/21/14 Executor's Fee - Manufacturers and Traders Trust Company 41,187.24 01/21/14 Filing Fees 850.00 52,630.86 65,080.13 TOTAL DISBURSEMENTS OF PRINCIPAL $ 244,822.44 - 9 - DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES David S. Bishop - Specific Bequest 01/27/14 Cash $ 10,000.00 New Hope Church of God - Specific Bequest 01/30/14 Cash 5,000.00 TERRY L. BISHOP T/U/W f/b/o SHIRLEY SMITH 01/22/14 785.576 Shs. Artisan Mid Cap Value Fund $ 20,889.13 01/22/14 3,143.111 Shs. Bridgeway Ultra Small Co. Mkt Fd 53,588.39 01/22/14 22,078.518 Shs. Federated Strategic Value Fund 123,215.32 01/22/14 1,753.145 Shs. Fidelity Spartan Intl Index Fd 69,562.97 01/22/14 532.606 Shs. Guinness Atkinson - China & HK Fd 16,078.18 01/22/14 1,310.725 Shs. Mainstay Epoch Global Equity Yield Fund-I 24,315.30 01/22/14 10,773.279 Shs. Blackrock PA Municipal Bond FD-I 114,627.65 01/22/14 2, 925.885 Shs. USAA Tax-Exempt Intermediate Term Fund 38,533.91 07./22/14 1,362.207 Shs. Vanguard Value Index CL Signal 38,836.52 01/22/14 1, 676.027 Shs. Vanguard Institutional Index Fund #94 260,186.43 01/22/14 1,231.1 Shs. Vanguard Small-Cap Value Index Fund 26, 924.16 01/22/14 5,311.116 Shs. Vanguard Short-Term Tax-Exempt Fund #41 84,128.07 01/22/14 Cash 21,577.43 FORWARD $ 892,463.46 $ 15,000.00 10 - DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES (cont'd) FORWARD $ 892,463.46 $ 15,000.00 TERRY L. BISHOP T/U/W f/b/o SHIRLEY SMITH (cont'd) 04/28/14 799 Creek Road, Carlisle, PA 251,000.00 1,143,463.46 TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $ 1,158,463.46 - 11 - PRINCIPAL BALANCE ON HAND FIDUCIARY VALUE AT ACQUISITION 10/28/2014 VALUE Life Insurance Policies USA Veterans Adm Pol #16806529 $ .00 $ 1..00 $ .00 $ 1.00 CASH (AUTOMATICALLY INVESTED) 11,615.1.9 11,615.19 TOTAL PRINCIPAL BALANCE ON HAND $ 11,615.19 $ 11,616.19 ------------------ ------------------ ------------------ ------------------ THE ABOVE CASH IS CURRENTLY INVESTED IN Wilmington Prime Money Market Fund Select Shs $9,506.19 Wilmington Tax Exempt Mmkt C1 Slct $2, 109.00 - 12 - PRINCIPAL INVESTMENTS MADE 11/22/13 31.287 Shs. Artisan Mid Cap Value Fund $ 825.04 12/05/13 123.492 Shs. Federated Strategic Value Fund 707.61 12/10/13 2.681 Shs. Mainstay Epoch Global Equity Yield Fund-I 51.08 12/16/13 2.138 Shs. Fidelity Spartan Intl Index Fd 82.63 12/18/13 2.555 Shs. Blackrock PA Municipal Bond FD-I 27.13 12/18/13 281.22 Shs. Bridgeway Ultra Small Co. Mkt- Fd 4,564.20 12/30/13 7.51 Shs. Guinness Atkinson - China & HK Fd 230.70 TOTAL PRINCIPAL INVESTMENTS MADE $ 6,488.47 --------------- --------------- 13 - CHANGES IN PRINCIPAL HOLDINGS ACCOUNT VALUE 799 Creek Road, Carlisle, PA 0 Inventoried at $ 251,000.00 04/28/14 0 Distributed -251,000.00 0 $ 0.00 Artisan Mid Cap Value Fund 754.289 Shs. Inventoried at $ 20,064.09 11/22/13 31.287 Shs. Reinvested Capital Gain 825.04 785.576 Shs. $ 20,689.13 11/22/13 Short Term Capital Gain Distribution of $89.23 0.00 785.576 Shs. $ 20,889.13 11/22/13 Long Term Capital Gain Distribution of $735.81 0.00 785.576 Shs. $ 20,889.13 01/22/14 785.576 Shs. Distributed -20,889.13 0.0 Shs. $ 0.00 --------------------- ------------------ --------------------- ------------------ Blackrock PA Municipal Bond FD-I 15,396.071 Shs. Inventoried at $ 163,81.4.20 12/18/13 2.555 Shs. Reinvested Capital Gain 27.13 15,398.626 Shs. $ 163,841.33 12/18/13 Short Term Capital Gain Distribution of $27.13 0.00 15,398.626 Shs. $ 163,841.33 01/22/14 10,773.279 Shs. Distributed -11,4,627.65 4,625.347 Shs. $ 49,213.68 01/22/14 4,625.347 Shs. Sold -49,213.68 0.0 Shs. $ 0.00 14 - CHANGES IN PRINCIPAL HOLDINGS (cont'd) ACCOUNT VALUE Bridgeway Ultra Small Co. Mkt Fd 2,861.891 Shs. Inventoried at $ 49,024.19 12/18/13 281.22 Shs. Reinvested Capital Gain 4,564.20 3,143.111 Shs. $ 53,588.39 12/18/7.3 Long Term Capital Gain Distribution of $4,564.20 0.00 3,143.111 Shs. $ 53,588.39 01/22/14 3,143.111 Shs. Distributed -53,588.39 0.0 Shs. $ 0.00 --------------------- ------------------ Federated Strategic Value Fund 23,670.292 Shs. Inventoried at $ 132,080.23 12/05/13 123.492 Shs. Reinvested Capital Gain 707.61 23,793.784 Shs. $ 132,787.84 12/05/13 Long Perm Capital Gain Distribution of $707.61 0.00 23,793.784 Shs. $ 132,787.84 01/22/14 22,078.518 Shs. Distributed -123,215.32 1,715.266 Shs. $ 9,572.52 01/22/14 1,715.266 Shs. Sold -9,572.52 0.0 Shs. $ 0.00 --------------------- ------------------ --------------------- ------------------ - 1s - CHANGES IN PRINCIPAL HOLDINGS (cont'd) ACCOUNT VALUE Fidelity Spartan Intl Index Fd 2,118.744 Shs. Inventoried at $ 84,071.76 12/16/13 2.138 Shs. Reinvested Capital Gain 82.63 2,120.882 Shs. $ 84,154.39 12/16/13 Short Term Capital Gain Distribution of $82.63 0.00 2,120.882 Shs. $ 84,154.39 01/22/14 1,753.145 Shs. Distributed -69,562.97 367.737 Shs. $ 14,591.42 01/22/14 367.737 Shs. Sold -14,591.42 0.0 Shs. $ 0.00 Guinness Atkinson - China & HK Fd 525.096 Shs. Inventoried at $ 15,847.40 12/30/13 7.51 Shs. Reinvested Capital Gain 230.78 532.606 Shs. $ 16,078.18 12/30/13 Long Term Capital Gain Distribution of $230.78 0.00 532.606 Shs. $ 16,078.18 01/22/14 532.606 Shs. Distributed -16,078.18 0.0 Shs. $ 0.00 --------------------- ------------------ --------------------- ------------------ - 16 - CHANGES IN PRINCIPAL HOLDINGS (cont'd) ACCOUNT VALUE Mainstay Epoch Global Equity Yield Fund-I 1,308.044 Shs. Inventoried at $ 24,264.22 12/10/13 2.681 Shs. Reinvested Capital Gain 51.08 1,310.725 Shs. $ 24,315.30 12/10/13 Long Term Capital Gain Distribution of $51.08 0.00 1,310.725 Shs. $ 24,315.30 01/22/14 1,310.725 Shs. Distributed -24,315.30 0.0 Shs. $ 0.00 USA Veterans Adm Pol #16806529 0 Inventoried at $ 1.00 USAA Tax-Exempt Intermediate Term Fund 2,925.885 Shs. Inventoried at $ 38,533.91 01/2.2/14 2,925.885 Shs. Distributed -38,533.91 0.0 Shs. $ 0.00 Vanguard Institutional Index Fund #94 2,267.848 Shs. Inventoried at $ 352,060.72 01/22/14 1,676.027 Shs. Distributed -260,186.43 591.821 Shs. $ 91,874.29 01/22/14 591.821 Shs. Sold -91,874.29 0.0 Shs. $ 0.00 - 17 - CHANGES IN PRINCIPAL HOLDINGS (cont'd) ACCOUNT VALUE Vanguard Short-Term Tax-Exempt Fund Jf41 6,886.415 Shs. Inventoried at $ 109,080.81 01/22/14 5,311.116 Shs. Distributed -84,128.07 1,575.299 Shs. $ 24,952.74 01/22/14 1,575.299 Shs. Sold -244952.74_ 0.0 Shs. $ 0.00 Vanguard Small-Cap Value Index Fund 1,231.100 Shs. Inventoried at $ 26,924.16 01/22/14 1,231.100 Shs. Distributed -26,924.16 0.000 Shs. $ 0.00 Vanguard Value Index CL Signal 1,362.207 Shs. Inventoried at $ 38,836.52 01/22/14 1,362.207 Shs. Distributed -38,836.52 0.0 Shs. $ 0.00 18 - RECEIPTS OF INCOME Artisan Mid Cap Value Fund 11/22/13 Dividend 754.289 Shs. $ 82.75 Blackrock PA Municipal Bond FD-I 11/01/13 Dividend 15,396.071 Shs. $ 596.91 12/02/13 Dividend 15,396.071 Shs. 598.17 01/02/14 Dividend 15,398.626 Shs. 607.95 02/04/14 Dividend 15,398.626 Shs. 157.73 02/04/14 Dividend 10,773.279 Shs. 277.94 2,238.70 Bridgewav Ultra Small Co. Mkt Fd 12/18/13 Dividend 2,861.891 Shs. 526.96 Federated Strategic Value Fund 10/31/13 Dividend 23,670.292 Shs. $ 222.50 11/29/13 Dividend 23,670.292 Shs. 463.94 12/27/13 Dividend 23,793.784 Shs. 561.53 1,247.97 Fidelity Spartan Intl Index Fd 12/16/13 Dividend 2,118.744 Shs. 2,025.52 Guinness Atkinson - China & HK Fd 12/30/13 Dividend 525.096 Shs. 225.1.1 Mainstay Epoch Global EguitV Yield Fund-I 12/10/13 Dividend 1,308.044 Shs. 148.07 US Treasury - Social Security Benefits 10/03/13 1,097.00 USAA Tax-Exempt Intermediate Term Fund 11/01/13 Dividend 2,925.885 Shs. $ 123.10 12/03/13 Dividend 2, 925.885 Shs. 127.09 01/03/14 Dividend 2,925.885 Shs. 12.2.85 02/03/14 Dividend 2, 925.885 Shs. 27.83 02/03/14 Dividend 2,925.885 Shs. 51.62 452.49 FORWARD $ 8,044.57 19 - RECEIPTS OF INCOME (cont,d) FORWARD $ 8,044.57 Vanguard Institutional Index Fund #k94 12/27/13 Dividend 2,267.848 Shs. 2,022.92 Vanguard Short-Term Tax-Exempt Fund #k41 10/02/13 Dividend 6,886.415 Shs. $ 71.74 11/01/13 Dividend 6,886.415 Shs. 74.03 12/02/13 Dividend 6,886.415 Shs. 71.23 01/02/14 Dividend 6,686.415 Shs. 70.93 02/03/14 Dividend 6,886.415 Shs. 18.09 02/03/14 Dividend 6, 886.415 Shs. 29.53 335.55 Vanguard Small-Cap Value Index Fund 12/24/13 Dividend 1,2.31.1. Shs. 487.52 Vanguard Value Index CL Signal 12/24/13 Dividend 1,362.207 Shs. 272.44 Veterans Benefit 11/01/13 7,026.00 Wilmington Prime Money Market Fund Select Shs 02/03/14 Interest $ 0.68 03/03/14 Interest 1.40 04/01/14 Interest 1.45 05/01/14 Interest 1.50 06/02/14 Interest 1.20 07/01/14 Interest 0.60 08/01/14 Interest 0.62 09/02/14 Interest 0.64 10/01/14 Interest 0.58 8.67 Wilmington Tax-Exempt MoneV Market Fund Select Shs 11/01/13 Interest $ 0.30 12/02/13 Interest 0.30 01/02/14 Interest 0.31 02/03/14 Interest 0.09 FORWARD $ 1.00 $ 18,197.67 - 20 - RECEIPTS OF INCOME (cont'd) FORWARD $ 1.00 $ 18,197.67 Wilmincrton Tax-Exempt Money Market Fund Select Shs (cont'd) 02/03/14 Interest 0.12 1.12 TOTAL RECEIPTS OF INCOME $ 18,198.79 21 ` DISBURSEMENTS OF INCOME Manufacturers and Traders Trust Company - Income Commissions 02/18/14 $ 21.60 03/17/14 0.08 04/15/14 0.09 85/15/14 0.09 06/I6/14 0.07 07/15/14 0.04 08/15/14 0.04 09/15/I4 0.04 10/15/14 0.03 $ 22.08 Manufacturers and Traders Trust Company Trustee Fee - Trust Account 10/I5/13 1,437.38 ll/zu/lJ 1,472.80 I2/1*/13 1,459.48 4,369.66 Manufacturers and Traders Trust Company Real Estate Administration -Fe 10/08/13 2012 275.00 10/08/13 20I3 275.00 550.00 F0Rwauo $ 4'94I.74 - 22 - ` ' DISBURSEMENTS OF INCOME (cont'd) FORWARD $ 4, 941.74 Douglas Law Office 12/20I3 Legal Fees for Hearing 5,843.50 Capital Blue Cross 12/24/1.3 Medical Insurance Premium 660.15 Peck's Septic Servic 12/06/13 Pumping septic tank $ 293.00 12/24/13 Pumping septic tank 162.00 455.00 PP&L Company 10/23/13 $ 147.31 �* 12/06/I3 163.44 I2/24/l8 299.70 610.45 ' 04/01/I4 zuu Preparation, 2013 Individual zoromc Do Tax Returns 430.00 Southampton Townshi-o 7« 12/06/13 rzaou Removal 46.74 roawaRo $ 13'987.58 - 23 - ______ DISBURSEMENTS OF INCOME (cont'd) FORWARD $ 12,987.58 Tuckey Mechanical Services Incorporated 12/06/13 Furnace Cleaning 116.06 TOTAL DISBURSEMENTS OF INCOME $ 13,103.64 24 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES TERRY L. BISHOP T/U/W f/b/o SHIRLEY SMITH 01/23/14 Cash $ 4,975.61 TOTAL DISTRIBUTIONS OF INCOME TO BENEFICIARIES $ 4,975.61 25 - INCOME BALANCE ON HAND FIDUCIARY VALUE AT ACQUISITION 10/29/2014 VALUE CASH (AUTOMATICALLY INVESTED) $ 119.54 $ 119.54 TOTAL INCOME BALANCE ON HAND $ 119.54 $ 119.54 ------------------ ------------------ ------------------ ------------------ THE ABOVE CASH IS CURRENTLY INVESTED IN Wilmington Prime Money Market Fund Select Shs Manufacturers and Traders Trust Company BY a. ' 26 - PROPOSED PRINCIPAL DISTRIBUTION SCHEDULE Market Value Fiduciary as of Acquisition 10/28/2014 Value TERRY L. BISHOP T/U/W f/b/o SHIRLEY SMITH USA Veterans Adm Pol {x].6806529 $ 0.00 $ 1.00 Cash 11,615.19 11,615.19 $ 11,615.19 $ 11,616.19 TOTAL $ 11,615.19 $ 11,616.19 ---------------- ---------------- ---------------- ---------------- 27 - PROPOSED INCOME DISTRIBUTION SCHEDULE Market Value Fiduciary as of Acquisition 10/28/2014 Value TERRY L. BISHOP T/U/W f/b/o SHIRLEY SMITH Cash $ 119.54 $ 119.54 $ 119.54 $ 119.54 TOTAL $ 119.54 $ 119.54 ---------------- ---------------- ---------------- ---------------- - 28 - VERIFICATION Manufacturers and Traders Trust Company, Executor of the Estate of TERRY L. BISHOP, deceased, hereby declares under oath that it has fully and faithfully discharged the duties of its office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to its knowledge, there are no claims outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the filing of the foregoing First and Final Account. This statement is made subject to penalties of. 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. [/t Man cturers and Traders TrUs Company Dated: 29 - DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF Terry L. Bishop —,DECEASED No. 21 — 13 — 1107 PETITION FOR ADJUDICATION/ STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 This form maybe used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCL UDE A TTA CHMENTS A T THE BACK OF THIS FORM. Name of Counsel: William P. Douglas Supreme Court I.D.No.: 37926 Name of Law Firm: Douglas Law Office Address: 2127 Walnut Bottom Rd. Telephone: (717) 243 — 1790 Fax: (717)243 —8955 Form OC-01 rev. 10.13.06 Page I of 10 Estate of Terry L. Bishop ,Deceased 1. Name(s) and address(es)of Petitioner(s): Name: M&T Trust Company James A.Smiley,VP Address: 1 West High St. Carlisle PA 17013 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: None Is this the first accounting by this fiduciary? . . . . . . . . . . . . . . . . . . . . . @]Yes ® No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on October 1, 2013 Letters Testamentary or []Letters of Administration were granted to Petitioner(s)on Date of Will (if'applicable): February 27,2008 Date(s)of Codicil(s) (if applicable): N/A Date of probate (if different from date Letters granted): Was a bond required?®Yes @1 No If yes, state amount: Are proofs of advertising of the grant of Letters attached? . . . . . . . . . to Yes ®No Dates of advertising of the grant of Letters: CLJ May 9 • May 16 • May 23—2014 Evening Sentinel May 3 • May 10 - May 17 — 2014 rar„r oC-01 rev.10.13.06 Page 2 of 10 Estate of Terry L. Bishop ,Deceased 3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . []Yes No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? . . . . . . . . . . . . . ®Yes No (See Section 2201 et sem. of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (if none, so state): N/A 6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . . . []Yes No Were any children born to decedent after execution of Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ®Yes No If yes,give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . []Yes No Form OC-01 rev.10.13.06 Page 3 of 10 Estate of Terry L. Bishop ,Deceased 8. Written notice of the Audit as required by Pa.O.C.Rules 6.3,6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition,notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given,attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given,a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris(e.g., minors or incapacitated persons),Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa.O.C.Rule 5.2. D. If any charitable interest is involved,Notice of the Audit has been or will also be given to the Attorney General as required under Pa.O.C.Rule 5.5. In addition,the Attorney General's clearance certificate(or proof of service of Notice and a copy of such Notice)must be submitted herewith or at the Audit. 9. List all parties(charitable and non-charitable)of whom Petitioner(s)has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Name and Address o/'Each Party in Interest I Relationship and Comments,iif any I Interest New Hope Church of God Charity $5,000.00 1250 Waggoners Gap Rd. Specific Bequest Carlisle, PA 17013 David S. Bishop Brother $10,000.00 114 Springfield Rd. Specific Bequest Shippensburg, PA 17257 Form OC-01 rev.10.13.06 Page 4 of 10 Estate of Terry L. Bishop ,Deceased Name and Address of Each Party in interest ` Relationship and Comments,ijany I Interest Manufacturers and Traders Trustee under Will of 100%of Trust Company Terry Bishop for the Residual Estate benefit of his Sister Shirley Smith B. Identify each party who is not sui juris(e.g., minors or incapacitated persons). For each such party,give date of birth,the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. None C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O.C. Rule 12.4). N/A D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. Form OC-01 rev. /0.13.06 Page 5 of 10 r Estate of Terry L. Bishop ,Deceased 10. Other than the claim for the family exemption,list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address ojEach Claimant Amount of Claim Claim Will Claim Admitted? Be Paid In Fill? ®Yes ®Yes N/A ®No ®No ®Yes ®Yes ®No ®No ®Yes ®Yes ®No ®No ®Yes ®Yes ®No ®No If the estate is insolvent,attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ®Yes MNo Was family exemption allowed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ®Yes MNo Family exemption claimant's name and relationship: Name: Relationship: Fornn OC-01 rev. 10.13.06 Page 6 of 10 Estate of Terry L. Bishop , Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid,the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Dale Payment Interest 05 -21 -2014 $162,718.97 —0- 13. 0-13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney)or surety on the bond of a fiduciary? . . . . . . . . . . . . . . . . . . . []Yes R)No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed,or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s)as to each question: None B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? . . . . . . . . . . . . . . . . . . []Yes ®No 15. If Petitioner(s) has/have knowledge that a share has been assigned,renounced,disclaimed or attached, provide a copy of the assignment, renunciation,disclaimer or attachment, together with any relevant supporting documentation. Form OC-01 rev. 10,13.06 Page 7 of 10 Estate of Terry L. Bishop ,Deceased 16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . 10 Yes ®No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date,and name of Hearing Judge. Cumb.Co.Orphans Ct.#21-71-21.5 on 05/26/1.975 by J.Clinton Weidner Testamentary capacity at#21-13-1107 on 12/20/2013 by J. Christylee Peck 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. None B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? . . . . . . . . . . . . . ®Yes No 18. If a reserve is requested, state amount and purpose. Amount: $52,645.86 Purpose: Attorney Fee -William P. Douglas $10,593.62 Executor's Fee-M&T Trust Co. $ 41,187.24 Filing Fees 865.00 If a reserve is requested for counsel fees,has notice of the amount of fees to be paid from the reserve been given to the parties in interest? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ®Yes R)No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? . . . . . . . . . . . . . . . . . . . . . . . . . . @]Yes ®No As to real estate only? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ®Yes [R No F•'ornn OC-01 rev.10.13.06 Page 8 of 10 Estate of Terry L. Bishop ,Deceased Wherefore,your Petitioner(s) ask(s)that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal(residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed Distributees) Amount/Proportion M&T Trust Co., as Trustee for Terry Bishop T/U/W 100% B. Principal: Proposed Distributee(s) Amount/Proportion M&T Trust Co., as Trustee for Terry Bishop T/U/W 100% Submitted By: (All petitioners must sign. Add additional lines if necessary): M&T Trust Co. n/k/a Wilmington Trust N.A. Name of Petitioner: rust Co. a'4W a. J" a e of Petitioner: James A.SITey,V.P. Form OC-01 rev.10.13.06 Page 9 of 10 Estate of Terry L. Bishop ,Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that 1felshe he is tare Vice President of the above-named name ojcorporation Manufacturers &Traders Trust Co. and] that the facts set forth in the foregoing Petition for Adjudication/Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others,the Petitioner, after diligent inquiry,believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). nature of Petitioner *Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. Signature of Counsel for Petitio r Form OC-01 rev. 10.13.06 Page 10 of 10 Last Will and Testament of Terry L. Bishop I, TERRY L. BISHOP, of West Pennsboro Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all former Wills by me, at any time, heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon as may be convenient after my decease. 2. 1 specifically bequeath to the New Hope Church of God, Carlisle, Pennsylvania, the sum of Five Thousand ($5,000) Dollars. 3. I specifically bequeath to David S. Bishop the sum of Ten Thousand ($10,000) Dollars. 4. All the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situated, I give, devise and bequeath to my Trustee, Manufacturers and Traders Trust Company, IN TRUST, as follows: (A) The net income therefrom shall be paid to my sister, Shirley Smith, for and during her natural life. (B) Upon the death of Shirley Smith, my Trustee shall distribute all the remaining corpus and any accumulated interest thereon in six (6) equal shares as follows: One (1) share each thereof, to each of Shirley Smith's five children per stirpes, as follows: Michael N. Smith, Vicki Starner, Scott Smith, Jeffrey Smith and Cheryl Killinger. Douglas Law Office One(1)share to my son,Terry Lee Bishop,per stirpes. If any of the aforesaid children are minors at the time of my death, I direct my Trustee to continue to hold any funds in trust for the benefit of the minor child/children until they attain 21 years of age.During the pendency of the trust, my Trustee may invest as he sees fit, and expend principal for medical and educational purposes on behalf of the aforesaid children as needed. When each of the aforesaid children reaches age 21, his or her share shall be paid to him or her. 5. The trustee may use principal of the Trust under Item 3. hereof for the benefit of my sister,Shirley Smith: (A) To meet the expense of any accident, illness or other emergency befalling her; (B) For maintenance and support. Notwithstanding the foregoing, the power to consume, invade or appropriate property for the benefit of my sister shall be limited by ascertainable standards relating to health, education, support or maintenance within the meaning of subparagraph(a) of§2014(b)(1) of the Internal Revenue Code of 1954 or any similar provision which may be in effect at the time of my death so that such power will not constitute a general power of appointment. 6. All taxes, interest and penalties thereon payable by reason of my death with respect to property comprising my gross estate, whether or not passing under this Will, shall be paid from the principal of my residuary estate, provided, however, that funds of my Trust created herein may be used to pay taxes,interest and penalties attributed to such trust assets. 7. No interest of any beneficiary under this Will or any Codicil hereto shall be subject to anticipation or voluntary or involuntary alienation, and the personal receipt of such beneficiary shall be the sufficient and only discharge of my Executor and Trustee unless otherwise provided herein. 8. In addition to powers given them by law, my Executor and Trustee and their successors and any guardian acting hereunder shall have the following Douglas Lang office 2 discretionary powers applicable to all real and personal property held by them, effective without court order and until actual distribution: (A) To retain all property received by them including the stock of my corporate fiduciary acting hereunder, provided such property remains productive; (B) To invest in all forms of property without restriction to investments authorized to fiduciaries, so long as such investments are productive; (C) To join in any incorporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments authorized to fiduciaries, so long as such investments are productive, (D) To compromise controversies; (E) To exchange or sell for cash, property or credit, publicly or privately, or to lease, even for a term exceeding five (5) years or the duration of the trusts hereunder, without liability on the purchasers or lessees to see to application of the consideration, and to give options for these purposes without obligation to repudiate them in favor of a higher offer; (F) With respect to my residuary trust under Paragraph 3 hereof, to allocate items of receipt or disbursement between income and principal as they deem equitable regardless of the character given such items by law; (G) To apply income or principal to which any beneficiary is entitled directly for his or her maintenance and support should they deem such beneficiary incapable of receiving the same by reason of age, illness or any infirmity or incapacity, or to pay the same to such person as they select to disburse it, whose receipt shall be a complete acquittance therefor, without the intervention of any guardian; (H) To borrow money, including the right to borrow from any corporate fiduciary action hereunder, and mortgage or pledge as security; (I) To hold investments in the name of a nominee; 0) To distribute in cash or kind or partly in each at valuations fixed by them; Douglas Lav Office — 3 (K) To assume continuance of the status of any beneficiary with reference to marriage, divorce, illness, incapacity or other change in the absence of information deemed reliable VVitllottt liability for disbursements made oil sucl1 aSSllmp6011; (L) 1'o elect to value my gross estate for Federal Estate tax purposes as of the date of my death or as of the alternate valuation date as allowed for such purposes, and to claim as income tax deductions expenses that VVOU]d otherwise qualify as estate tax deductions and other eleckions allowable under law; (M) It shall not be necessary to segregate investlnents as belonging to a particular trust or share therein and all interests may be held in undivided form in a single fund from which proportionate distributions are made based on current reappraisals; (N) To undertake any and all acts deemed necessary and proper by it for the proper and advantageous management of any trust and the settlement of my estate. 9. Any person, who shall ]lave died within thirty (30) days of m), death, shall be deemed to have predeceased me. Any person (other than myself) who shall Have died at the same time as any then recipient of income or in a common disaster with such beneficiary, or under such circumstances that it is difficult or impossible to determine who died first, shall be deemed to have predeceased Such beneficiary. 10. I nominate, constitute and appoint Manufacturers and 'Traders Trust Company to be the Executor of this my Last Will and Testament. I further direct.that they shall not be required to file bond or other Security in the Office of the Register of VVills for the purpose of administering my estate. 11. 1 nominate, constitute and appoint Manufacturers and Traders Trust Company as Trustee under this Will. IN WITNESS WI--I.ERIHOF, i ]lave hereunto set my hand and seal this the 27th day of February, 2008. Teary L. Bishop llouglas Law Office � 4 Signed, sealed, published and declared by the above named testator, as and for his last will and testament, who at his request, in his presence, in our presence', and in the presence of each other have hereunto subscribed our names as attestin witnesses, �1 Douglas Law Office - i COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND �a We�,'I=-, se , and — —L��-�..L�'7� the witnesses whose names e signed to the attached or`f'oregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testator sign and execute the instrument as his last will, and that lie signed willingly and executed it as his last will , and that it was done freel't and voluntarily for the purposes therein contained, that each of us in. the hearing and sight of the testator signed the will as witnesses; and that to the best of our knowledge, the testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me this 27th day of`February, 2008. Notary AnnaX Cos,Me"►ublk OKeI III CVwMftM Coo* Douglas I.I%V Office 6 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 1, Terry L. Bishop, whose name is signed to the attached or foregoing instrument, having been duly qualified according to lav, do hereby acknowledge that 1 signed and executed the instrument as my last will, that 1 signed it willingly, and that, I signed it as my free and voluntary act for the purposes therein expressed. 1'errL. Bishuop S,vorn to and subscribed before me Lhis 27th day of February, 2008. kx- Notary Notarial Seal Anne M.Cox,Notary Public Cariise Borough,Cumberland County my Commission Expires June 3,2009 Douglas Law 01'ice PROOF OF PUBLICATION State of Pennsylvania,County of Cumberland Patrick Doane Production Director of The Sentinel,of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL,a newspaper of general circulation in the Borough of Carlisle,County and State aforesaid,was established December 13t1, 1881,since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the saine as was printed and published in.the regular editions and issues of THE SENTINEL on the following day(s): May 3,2014 and May, 10 2014 and May 17,2014. COPY OF NOTICE OF PUBLICATION . €XECuroA's1 or dE' Affiant further deposes that he/she is not Letters'Testamentaryon the estate Of TERAYL A§I3HOP (ate of West interested in the subject matter of the Pennsboro T§Ohn hip Cumberland_Gounty Pennsylvania deceased,have been granted to tNe undersigned aforesaid notice or advertisement,and that All Persons knowing;themselves to be indebted to said Estate will.make: all allegations in the foregoing statement as Payment immediately,and those having claims will present them for.:, settlement to: to time, place and character of publication M&T TrtiatCompany, are true. 1 West High Stteet Carlisle PA 17013 { _ Name,address and phdne number of counsel Williams P.DoUdlas;ffsquira Douglas Law Office` 43 West South Street;-!.: Carlisle,PA 170:3,-;-;g.: Sworn to and subscribed � ,before me this rt � N Y r Public My commission expires: CC?T��i�nNWE�,L.TH OF PENNSYL.VIiNIA _ fe0tariai Seal t�athany M.i-loitry,Plotary Public Carlisle 801.0,Cumberland County My Comm,„ion F_xpires;Sept.2ti,2025 MF 'I hFNW51'LVkj11R ASSO(.7[TN ONOTARIES PROOF OF PUBLICATION OF NOTIC:[? IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), 1'. 1.,.1784 COMMONWEALTH OF PENNSYLVANIA : SS. COUNTY OF CUMBERLAND Lisa Marie Coyne, Esquire, Editor of the Cun3berland L.aw,lournal, of the County and State atbresaid, being duly sworn, according to law, deposes and says that the Cumberland Laws .lournal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid. was established January 2,.1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2. 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the Following dates, viz: N/lav 9. Mav 16. and Mav 2i. 2014 Affiant further deposes that he is authorized to verify this statement by the Cumberland Late.lou1a3a1,a legal periodical of general circulation. and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to tltne, place and character of'publication are true. L. sa Marie Coyne, EL itor SWORN TO AND SUBSCRIBED before me this D dal of* \play. 2014 Notary Bishop,Terry L.,dec(1. Late of Nest 1'ennsboro Township. CQ%PIpt Nf ACTH OF PENNSYLVANIA Executor:It&TTrustcompany, 1 -- %':est High St..Carlisle,PA 17013. 1' NOTARIAL SEAL Attorneys: William P. I)ouglces. DEBORAH A COLLINS Esquire, Doe.tghis Law Office, 43 Notary Pu011C W.South St.,Cat'lisle, PA 1701:1, CARLISLE BORO.,CUMBERLAND CNTY (717)243.1790, My Commission Expires Apr 28,2018 IN RE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF TERRY L. BISHOP, ORPHANS ' COURT DIVISION DECEASED NO. 21-13-1107 IN RE: PETITION FOR PROBATE AND GRANT OF LETTERS TESTAMENTARY ORDER OF COURT AND NOW, this 19th day of December, 2013, after having had a hearing, and after the Register of Wills, Orphans ' Court Division, had certified the record to this Court, the Court hereby finds that Terry L. Bishop had the necessary testamentary capacity to execute his Last Will and Testament on February 27, 2008 , Accordingly, the Register of Wills is directed to proceed on the Petition for Probate and Grant of Letters Testamentary as contained in the Petition filed by the Manufacturers and Traders Trust Company. By the Court, Chris ylee L. Peck, J. William P. Douglas, Esquire For the Petitioners Davis S . Bishop 114 Springfield Rd. Shippensburg, PA 17257 Michael N . Smith 1502' Georgetown Rd. Middletown, PA 17057 ;-o r7 " Cr Scott Smith =�= (7) 543 2nd Street Carlisle, PA 17013 -,z �> > -D ...F.; Cheryl Killinger 146 Grahams Wood Rd. ? k,TR!l�,�: i;C,P`!F-{it7i`A Fif'CC��t?,:�.. Carlisle, PA 17015 In16AlniorryVd), ref, Iherauntp�"� IN, in set my hand And the east' I\) Michele L. Duncan of said Couft at CO-diste,PA . 1614: Walnut Bottom Rd. Carlisle, PA 1.7015 'x d y _ go Q10(k cat tj)t3 t,)rphans CUUrt C urnbc1flcand CJounty.. 1 IN TI.M."WN PLEAS OOURT OF COUNTY, PENNSYLVANIA- i ORPHANSCOURT DIVISION IN RE ESTATE;OP : N0. / 7/ OF AN INCOMPETENT .19 F I N A L D E C R E E AND NOW, to wit, this day of l l 19 V , upon consideration of 'the annexed PetiCioq and after a hearing hold following due notice, itis ORDERED Petition 7" and DECREED that f 2 M7,1 �--(j � is adjudged an incompetent. r^ 14IsS T�s :co.,q a r y appointed guardian of the estate of The said guardian is directed to file an inventory in accotdence with the provisions of-Section 402 of the Incompetents' Estates- Act of 1955. BY;THE COURT, { .� A TRUE LSJI�Y FROM RL'i;4'RD r IriT@ tliriij�cywP 1Weuntarietruyliund i ;A the t fll SGSd Ci)urd o@ Osdiat;Pay mbertand Citv,ri. v TA lira 27.19" (310) i Ne. 117+p . SUlW DiS. VA 1001 :=7-1946. (3210) IYT.196a;'littlCltT+�. MO1 #R'0$1<D. NOTICE OF INHERITANCE TAX pennsylvania BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCEDEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX I. PO BOX 280601 REV-1547 IX AFP (08-13) HARRISBURG PA 17128-0601 DATE 10-21-2014 ESTATE OF BISHOP TERRY L DATE OF DEATH 10-01-2013 FILE NUMBER 21 13-1107 SMILEY JAMES A COUNTY CUMBERLAND 101 1 W HIGH ST ACN APPEAL DATE: 12-20-2014 CARLISLE PA 17013-2951 (See reverse side tinder Objections) Amount Remittedl MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4— REV-1547 EX AFP C08^13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: BISHOP TERRY LFILE NO. :21 13-1107 ACN: 101 DATE: 10-21-2014 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 251,000-00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) 1,054,602.21 credit to your account. .00 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 28,759.83 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 1334,362.04 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 69,990.96 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,986.25 11. Total Deductions (11) 74,977.21 12. Net Value of Tax Return (12) 1,259,384.83 13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (13) 5,000.00 14. Net Value of Estate Subject to Tax (14) 1,254,384.83 NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 (15) .00 X 00 = .00 16. Amount of Line 14 taxable at lineal rate (16) 1 42•STH-66 X 045 - 7,315.67 17. Amount of Line 14 at sibling rate (17) 27A.962.74 X 12 33,475.52 18. Amount of Line 14 taxable at collateral rate (18) 812,851.85 X 15 121,927.77 19. Principal Tax Due (19)= 162,718.96 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-21-2014 CD019187 .00 162,718.97 TOTAL TAX PAYMENT 162,718.97 BALANCE OF TAX DUE .01CR INTEREST AND PEN. .00 TOTAL DUE .01CR IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.