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HomeMy WebLinkAbout02-1142PETITION FOR PROBATE and GRANT OF LETTERS Estate of ARTHUR E . GROVE also known as Deceased. Social Security No. 181-O1-1935 No. _ ~~~Va~' ~~ yd~ To: Register of Wills for the County of Cumberland in [he Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut or named in the last will of the above decedent, dated April 13 , 1995 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 100 Mount Allen Drive Upper Allen Township (Mechanicsburg, 17055) (list street, number and muncipality) Decendent, then 89 years of age, died December 4 , ~ 2002 at Messiah Vi11aQe, Upper. Allen Township, Cumberland County, Pennsylvania Except as follows, decedent dtd 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: None Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: None $ Unestimated $ None WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters. testamentarv (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. v ~~ ~~ x~ ~,o ca ~ •a ~v ha v~ 7 0 c ' m rthur E. Grove, Jr. 86 Smith Road Gardners PA 17324 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and trt~dminister the estate according to law. Sworn to or affirmed and subscribed ~~~~~.~ C ,,~„_~ before me tnhic ber 13th _ day of __ Arthur E. Grove. Jr. ti ~ Donna M. Otto, 1st lleputy egister 1-io s - ~. NO. 21-2002=114 _ Estate of ARTxuR E. GROVE ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW December 16th ~~~?- in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, A ril 13, 1995 IT IS DECREED that the instrument(s) dated P described therein be admitted to probate and filed of record as the last will of Arthur E. Grove , and Letters Testamentar are hereby granted to Arthur E. Grove, Jr. FEES Probate, Letters, Etc.......... S 235.00 S']hort Certif}i~c~ates(4) ..........~' 1`2.00 /L~YA .XTPac~es ( ~.). J7 6.00 JCp ~ 10.00 TOTAL ~ 263.00 Filed .I?ecember.l6tla, 211.02 ............ . Donna M. Otto,lst Deput ~~ Cr G/ e tster of Wills SNELBA ~N & SPARE, P. C. ~ By c R (Sup. t. ~. No.) 44 West Main Street Mechanicsburg, PA 17055-0318 ADDRESS (717) Fi97-8528 PHONE MAILED LETTERS `PO ATTORNEY SNELBAKER ON DECEMBER 16TH, 2002 LAST WILL AND TESTAMENT I, ARTHUR E. GROVE, of the Township of East Pennsboro, 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 . ~-1 ~' a funeral expenses be paid by my Executor or Executrix, as the case may be, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give and bequeath the sum of Five Hundred ($500.00) Dollars unto ST. STEPHEN'S LUTHERAN CHURCH at New Kingstown, Pennsylvania, with the wish and request that said bequest be used to relieve the suffering of needy persons in the community served by said Church. THIRD. I give and bequeath the sum of Five Hundred ($500.00) Dollars unto each of my grandchildren who survive me. If any of my grandchildren shall not have attained the age of ,majority at the time of distribution of my Estate, such bequest shal be paid over to the grandchild's parents to be held in trust until the beneficiary attains such majority. FOURTH. I give and bequeath all the rest, residue and LAW OFFICES SNELBAKER s BRENNEMAN remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, in equal shares unto my children, namely: RONALD NORMAN GROVE, DAVID MICHAEL GROVE, NANCY SUE MILLER, SANDRA JEAN FABIAN and ARTHUR E. GROVE, JR., share and share ~lalike, absolutely and in fee simple. If any of my said children shall predecease me leaving A ~ ~ lawful issue to survive me, then I order and direct that the share which any such deceased child would have received had he or she survived me shall be distributed unto his or her said lawful issue per stirpes, said issue to take the ancestor's share by representation and not per capita. LASTLY. I nominate, constitute and appoint my son, namely, ARTHUR E. GROVE, JR., to be the Executor of this, my Last Will and Testament, but if for any reason he should fail to qualify as such Executor or cease so to serve, then and in that event, I nominate, constitute and appoint my daughter, namely, SANDRA JEAN FABIAN, to be the Executrix hereof, each and both to serve without bond or other security as a condition of qualification hereunder. IN WITNESS WHEREOF, I, ARTHUR E. GROVE, have hereunto set my hand and seal to this, my Last Will and Testament which consists of two (2) typewritten pages to each of which I have affixed my signature this / 3 }-f day of ~~~? ,~,-~' A. D . , One Thcusa~id Nine Hundred Ninety-five (1995). ~,~ : ~a ~,~~t ~ . ; ~? ~~ ( SEAL ) Arthur'E. Grove The preceding instrument, consisting of this and one (1) other typewritten page, each identified by the signature of the Testator, was on the date thereof signed, sealed, published and declared by ARTHUR E. GROVE, the Testator therein named, as and for his Last Will and Testament, in the presence of us, who, at his request, in his presence and in a presence of each other, have subscribed our names as witn se he i ..~ ,, LAW OFFICES ~~ ~2+~d~~( a ~/~ SNELBAKER ~./~v BRENNEMAN -2- COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) We, ARTHUR E. GROVE, RICHARD C. SNELBAKER and JANET R. LAW OFFICES SNELBAY.ER a BRENNEMAN STEGNER, the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as a witness and that to the best of his or her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Subscribed, sworn to and acknowledged before me by ARTHUR E. GROVE, the Testator, and subscribed and sworn to before me by RICHARD C. SNELBAKER and JANET R. STEGNER, witnesses, this ~'~ t:•C day of ~~~~ , 1995. Nota y Public Notarial Seal Patricia J. Thomson, Notary Public Wlechanicsburg Boro, Cumberland County My Commission Expires Dec. 3i . ' 998 'tvterni~er, Pennsylvania Association of Notaries ~J _y Wit ess ~` CERTIFICATION OF NOTICE UNDER RULE 5 6(a) Name of Decedent: Arthur E. Grove, Deceased Date of Death: December 4, 2002 No. 2002-01142 PA No. 2102- 1142 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 December 19, 2002: Name Arthur E. Grove, Jr. Nicole L. Locke Jennifer S. Grove Sandra J. Fabian Shawn Fabian Megan Fabian Derek Fabian Nancy Sue Miller also known as Nancy Sue Wolford Jacob Miller Address 86 Smith Road Gardners, PA 17324 612 Range End Road, Lot 41 Dillsburg, PA 17019 12 West Big Spring Avenue (Apartment 4) Newville, PA 17241 5146 Erie Road Harrisburg, PA 17111 52 North Railroad Avenue New Holland, PA 17557 12 West King Street Shippensburg, PA 17257 0512, 710 H Avenue #7149 Sheppard AFB, TX 76311-2854 2074 Reservoir Drive Carlisle, PA 17013 1805 Walnut Bottom Road Newville, PA 17241 Tanya Miller 48 South Market Street (Apartment 201) Tanya Miller 48 South Market Street (Apartment 201) Elizabethtown, PA 17022 Lucas Miller 6 North Orange Street Carlisle, PA 17013 David M. Grove 6695 Buggywhip Court San Jose, CA 95120 Brian D. Grove 998 Meridian Avenue (Apartment 42) San Jose, CA 95126 Timothy J. Grove 57 Leonard Street Port Chester, NY 10573 Ronald N. Grove 2501 North 5th Street Canon City, CO 81212 Ronald P. Grove 214 East Lincoln Avenue (Apartment #2) Salisbury, MD 21804 Larisa Thomas 109 Cavalry Court Centreville, MD 21617 Christina Mizelle Kopernikussprasse 9 92637 Weiden Germany St. Stephen's Lutheran Church P.O. Box 266 New Kingstown, PA 17072 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE. Date: December 19, 2002 ~ ~"ichard C. Snelbaker, Esquire 44 West Main Street Mechanicsburg, PA 17055-0318 (717) 697-8528 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: REV-1162 EX(11-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002197 SNELBAKER RICHARD C ESQUIRE 44 W MAIN STREET MECHANICSBURG, PA 17055 fold ESTATE INFORMATION: ssN: 1si-o~-1935 FILE NUMBER: 2102-1 142 DECEDENT NAME: GROVE ARTHUR E DATE OF PAYMENT: 02/20/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 12/04/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 ~ $6,000.00 TOTAL AMOUNT PAID: REMARKS: RICHARD C SNELBAKER ESQUIRE SEAL CHECK#103 INITIALS: JA RECEIVED BY: DONN,4 M_ ~TTn S 6, 000.00 DEPUTY REGISTER OF WILLS REGISTER OF WELLS /,?-(QP- b ./ REV-1500EX i6-001 OFFfClN.. USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 260601 HARRISBURG, PA 17126-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FilE NUMBER 21 02 _114L _ _ YEAR NUMBER COUNTY CODe CECECENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ~ Grove, Sr., Arthur E ~ Qtl.TE OF DEATH (MM-DO-YEAR) DATE OF BIRTH (MM-OD-YEAR) ~ 12/04/2002 01/01/1913 W (IF APPlIO\BLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIOOLE INITIAL) C SOCIAL SEaJRITY NU MBER 181-01-1935 THS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SEOJRITY NUMBER w .... ::s::$U) 0"'''' wo.o ",00 0"''''' 0.10 ~ [2{], D4 [2{]6 D9 Original Return limited Estate Decedent Died Testate (Attach copy of 'Mil) litigatlon Proceeds Received D 2 Supplemental Return D 3. Remainder Return (dale of death priorto 12-13-82) D 4a, Future Interest Compromise (date of death after 12-12-82) D 5 Federal Estate Tax Return Required D 7. Decedent Maintained a Living Trust (Attach copy of Trust) 0.. 8 Total Number of Safe Deposit Boxes D 10 Spousal Poverty Credit (date 01 dealhbelWeen 12.31_91 and 1.1.95) D 11. Election to tax under See. 9113(A)(AtlachSchOJ THIS SECTION MUST BE 'COMPLETEO. ALL CORRES PONOeNCE AND CONFIOENTIAL TAX INfORMATION SHOULD BE DlReCTEO TO: NA ME COMPLETE MAILING ADDRESS Richard C. Sne1baker .... z w c z o .. ~ 8 FIRM NAME (If Applicable) Sne1baker TELEPHONE NUMBER Brenneman & S are P.C. 44 West Main Street Mechanicsburg, PA 17055 697-8528 Real Estate (Schedule A) (1) 2 Stocks and Bonds (Schedule B) (2) 3 Closely Held Corporation, Partnership or Sale-Proprietorship (3) 4 Mortgages & Notes Reeeivable (SChedule 0) (4) 5 Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) Z 6. Jointly Owned Property (Schedule F) (6) 0 D Separate Billing Requested i= ~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) :J (Schedule G or L) l- e:: 8 Total Gross Assets (total Lines 1-7) <( U W 9 Funeral Expenses & Administrative Costs (Schedule H) (9) 0:: 10 Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11 Total Deductions (lotal Lines 9 & 10) 0.00 OFFICLAl USE ONLY 0.00 0.00 0.00 206,150.91 0.00 0.00 206,150,91 (8) 4,792.27 220.74 (13) 5,013.01 201,137.90 500.00 (11) 12 Net Value of Estate (Line a minus Line 11) 13 Charitable and Governmental Bequests/See 9113 Trusts for wtlich an election to tax has not been made (Schedule J) (12) 14 Net Value SUbject to Tax (Line 12 minus Line 13) SEE INSTRUCTlONS ON REVERSE SIDE FOR APPLICABLE RATES 15 Amount of Line 14 taxabie at the spousal tax 0.00 z rate, or transfers under See 9116 (a}(1.2) 0 ;:: 16 Amount of Line 14 taxable at lineal rate 200,637.90 .. .... ::l 17 0.00 0. Amount of Line 14 taxable at sibling rate '" 0 18 0.00 0 Amount of Line 14 taxable at COllateral rate X .. 19 Tax Due .... (14) 200,637.90 (19) 0,00 9,028.71 0.00 0.00 9,028.71 x.OO_(15) x04L-(16) , 12 (17) , 15 (18) 20 CXJ 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; Smt:ET ADDREBS 100 Mount Allen Drive Upper Allen Twp., Cumberland ro~,,~+- CITY I STATE I ZIP Mechanicsbura PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C, Discount (1) 9,028.71 0.00 6,000.00 300.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 6,300.00 0.00 0.00 TotallnterestlPenalty (0 + E) (3) 0.00 4. If Line 2 is greater than Line 1 + line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5 If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 2,728.71 A. Enter the interest on the tax due. (5A) 0.00 B. Enter the total of Line 5 + SA. (58) 2,728.71 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No D D D D o o contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " 0 (X] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES. YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . b. retain the right to designate who shall use the property transferred or its income: . c. retain a reversionary interest; or . . . . . . . , . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? . . . . . . . . . If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which 2. 00 00 00 00 00 00 Under penalties of perjury, I declare thClt I hClve examined this return, inclUding accompClnying schedules and statements, and to the best of my knowledge and belief, it is true. correct and complete Declaration eparer other than the perSOnal representative is based on all information of whidi preparer nas ar1)' Knowledge 51 NATU EO. PERSON RE5~4G R;:U"N . t:/ec"./......, ACOR V 0;?o 1// 03 ove Jr. Executor R HAN REPRE ENTA IVE 86 Smith Road Gardners PA 17324 DATE 10..3 AOORES st Main Street P.O. Box 18 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 sUNlving sPQuse IS 3% [72 PS 9 9916 (a) (1,1) (i)l 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 P.8 S 9116 (a) (1.1) Oi)] The statute does not exempt a transfer to a o.ur\llVing spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are stili 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)(1.2H The tax rate imposed on the net value of transfers to or forthe use of the decedent's lineal beneficiaries is 4 5%. except as noted In 72 P.S 89116(12) (72 PS, 89116(a\(1)l The tax rate Imposed on the net value of transfers to or for the use of the decedent's Siblings IS 12% (72 PS S 9116(03)(1.3)] A sibling is defined, under Section 9102. as an mdlvidual wno has at least one parent In common With the decedent, whether by blood or adoption 2W46461000 REV-1508 EX+ (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Grove, Sr., Arthur E FILE NUMBER 21-02-1142 Include the proceeds of litigation and the date the proceeds were received by the estate All property Jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. PSECU, savings account # 181011935-81 2 P8ECU, checking account # 181011935-84 3 P8ECU, Certificate of Deposit #181011935-850 4 P8ECU, Certificate of Deposit #181011935-855 5 PSECU, Certificate of Deposi t #181011935-857 VALUE AT DATE OF DEATH 102,071.13 24,236.55 23,237.13 5,331.90 26,816.76 6 P8ECU, savings account #9180540693-01 5.02 7 Allfirst, checking account # 0038906414 23,489.43 8 16 Ruby Glasses valued at $30.00 each 480.00 9 Travelers Insurance, refund of unused prem.iwn as follows: account #233010538 - $ 13.00 account #918690083 - $ 52.00 account #031732014 - $322.00 387.00 10 Verizon, refund on phone service 5.56 11 Comcast, refund on cable TV service 30.75 12 UGI, refund on gas service 59.68 i 2W46AD2,OOO TOTALfAJso enter on line 5. Recacnulation) $ (If more space is needed, insert additional sheets of the same size) 206,150.91 REV-1511 EX+(1-97) CXJMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESICENT CECECENT ESTATE OF Grove, Sr., Arthur E SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-02-1142 Debts of decedent must be reoorted on Schedule t. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: Arthur E. Grove, Jr. , costs advanced for Cemetery and 293.00 ,. organist B. ADMINISTRATIVE COSTS ,. Personal Representative's Commissions 0.00 Name of Personal Representative(s) 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 3,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 263.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 7. Members First Federal Credi t Union, printing fee for 9.95 estate checks 8 Register of Wills, filing fee for Inheri tance Tax 15.00 Return 9 The Patriot-News, advertising Executor's notice 117.61 10 Cumberland Law Journal, advertising Executor's notice 75.00 11 Uni ted states Postal Service, postage expenses 18.71 -~0fi.1. from cont~nuat~on pages... . "UU.uu TOTAL (Also enter on line 9, Recapitulation) $ 4,792.27 2W46AG2,OOO (If more space is needed, insert additional sheets of same size) Estate of: Grove, Sr., Arthur E Schedule H, Part B -- Administrative Costs Item No. Description 11 incurred for estate mailings 12 Reserve for filing fees, accounting costs and other miscellaneous costs associated with the administration of Decedent's estate. TOTAL. (Carry forward to main schedule) Page 2 21-02-1142 Amount 500.00 500.00 REV-1512 EX + (<..-97) OOMMONWEALTH OF PENNSYLVANIA INHERITAf\k::E TAX RETURN RESICENT CECECENT ESTATE OF Grove, Sr. 1 Arthur E SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-02-1142 Include unreimbursed medical exoenses. ITtM NUMBER DESCRIPTION AMOUNT 1. Pinnacle Health Hospice, medical expenses, account payable 220.74 2W46AH2,OOO TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 220.74 REV-1513 EX'" (?-OD) SCHEDULE J BENEFICIARIES CDMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESICENT CECECENT ESTATE OF Grove Sr Arthur E NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Fabian, Megan 12 West King Street Shippensburg, PA 17257 1. 2 Grove, Jr., Arthur E 86 Smith Road Gardners, PA 17324 3 Fabian, Sandra J 5146 Erie Road Harrisburg, PA 17111 4 Wolford, N. Sue 2074 Reservoir Drive Carlisle, PA 17013 5 Grove, David M 6695 Buggywhip Court San Jose, CA 95120 FILE NUMBER 21-02-1142 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Granddaughter Son Daughter Daughter Son AMOUNT OR SHARE OF ESTATE 500.00 38,827.58 38,827.58 38,827.58 38,827.58 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. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. st. Stephen's Lutheran Church P.O. Box 266 New Kingstown, PA 17072 2W46AI1,OOO TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) 500.00 $ 500.00 Estate of: Grove, Sr., Arthur E Schedule J Part 1 -- Beneficiaries Item No. Name and Address of Person(s) receiving property Relationship Page 2 21-02-1142 Amount or Share of Estate 6 Grove, Ronald N 2501 North 5th Street Canon City, CO 81212 Son 38,827.58 7 Grove, Jennifer S 12 West Big Spring Ave Apt 4 Newville, PA 17241 Granddaughter 8 Locke, Nichole L 612 Range End Road Lot 41 Di11sburg, PA 17019 Granddaughter 9 Fabian, Derek Grandson 0512 710 H Avenue #7149 Sheppard AFB, TX 76311-2854 10 Grove, Ronald P 214 East Lincoln Avenue Grandson Apt. #2 Salisbury, Me 21804 11 Fabian, Shawn 52 North Railroad Avenue New Holland, PA 17557 Grandson 12 Miller, Lucas 6 North Orange Street Carlisle, PA 17013 Grandson 13 Miller, Tanya 48 South Market Street Apt. 201 Elizabethtown, PA 17022 Granddaughter 14 Miller, Jacob 1805 Walnut Bottom Road Newville, PA 17241 Grandson 500.00 500.00 500.00 500.00 500.00 500.00 500.00 500.00 Estate of: Grove, Sr. I Arthur E Schedule J Part 1 -- Beneficiaries Item No. Name and Address of Person(s) receiving property Relationship Amount or Share of Estate 15 Grove I Timothy J 57 Leonard Street Port Chester, NY 10573 Grandson 16 Grove I Brian D 998 Meridian Ave. Apt. #42 San Jose, CA 95126 Grandson 17 Mizelle, Christina Kopernikussprasse 9 92637 Weiden Germany Granddaughter 18 Thomas 1 Larisa 109 Cavalry Court Centreville, MD 21617 Granddaughter Page 3 21-02-1142 500.00 500.00 500.00 500.00 ~ 'c' " i '-J .'U, '" J 1::::> r' ". . " LAW OFFICI:::S SNELBAKER & BRENNEMAN LAST WILL AND TESTAMENT I, ARTHUR E. GROVE, of the Township of East Pennsboro, County of Cumberland and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executor or Executrix, as the case may be, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give and bequeath the sum of Five Hundred ($500.00) Dollars unto ST. STEPHEN'S LUTHERAN CHURCH at New Kingstown, Pennsylvania, with the wish and request that said bequest be used to relieve the suffering of needy persons in the community served by said Church. THIRD. I give and bequeath the sum of Five Hundred ($500.00) Dollars unto each of my grandchildren who survive me. If any of my grandchildren shall not have attained the age of majority at the time of distribution of my Estate, such bequest shal be paid over to the grandchild's parents to be held in trust until the beneficiary attains such majority. FOURTH. I give and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, in equal shares unto my children, namely: RONALD NORMAN GROVE, DAVID MICHAEL GROVE, NANCY SUE MILLER, SANDRA JEAN FABIAN and ARTHUR E. GROVE, JR., share and share alike, absolutely and in fee simple. If any of my said children shall predecease me leaving . . LAW OFFICES SNELBAKER & BRENNEMAN lawful issue to survive me, then I order and direct that the share which any such deceased child would have received had he or she survived me shall be distributed unto his or her said lawful issue per stirpes, said issue to take the ancestor's share by representation and not per capita. LASTLY. I nominate, constitute and appoint my son, namely, ARTHUR E. GROVE, JR., to be the Executor of this, my Last will and Testament, but if for any reason he should fail to qualify as such Executor or cease so to serve, then and in that event, I nominate, constitute and appoint my daughter, namely, SANDRA JEAN FABIAN, to be the Executrix hereof, each and both to serve without bond or other security as a condition of qualification hereunder. IN WITNESS WHEREOF, I, ARTHUR E. GROVE, have hereunto set my hand and seal to this, my Last Will and Testament which consists of two (2) typewritten pages to each of which I have affixed my signature this /3 1d day of vtJ-'kl A.D., One Thousand Nine Hundred Ninety-five (1995). 'j :..+- Ii, 0/',(. itM'l e. fi7/Z 6-r---L Arthur'E. Grove (SEAL) The preceding instrument, consisting of this and one (1) other typewritten page, each identified by the signature of the Testator, was on the date thereof signed, sealed, published and declared by ARTHUR E. GROVE, the Testator therein named, as and for his Last will and Testament, in the presence of us, who, at his request, in his presence and in e presence of each other, have subscribed our names as witn se he /) . . J./ \.... ,r"'~-~.vr ~<' c-I-c:,/", ~,~ /' / -2- - . COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND We, ARTHUR E. GROVE, RICHARD C. SNELBAKER and JANET R. STEGNER, the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last will and Testament and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the will as a witness and that to the best of his or her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. /'/'. /f;;; A C, /1-'> _. 0 //.." , "1~ c.... /V-~~ Testator (~)/7 j/ g(j; ,.-<-<"f d. - ,/!, <-~--- wit ess' Subscribed, sworn to and acknowledged before me by ARTHUR E. GROVE, the Testator, and subscribed and sworn to before me by RICHARD C. SNELBAKER and JANET R. STEGNER, witnesses, this /:3 CI.. day of ~ ' 1995. C9ah';~u 2. ,,:i/~-,~j Nota y Public LAW OFFICES SNEL8AKER & BRENNEMAN Notarial Seal Patricia J. Thomson, Notary Publtc Mechanicsbur9 Bore. Cumbe~and Coonty My Commission Expires Dec. 31, 1998 Member. pennsylvania_lion of_ COMMONWEALTH OF PENNSVLVF\NIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 002502 SNELBAKER RICHARD C ESQUIRE 44 WEST MAIN STREET MECHANICSBURG, PA 17055 fold ESTATE INFORMATION: ssrv: psi-oi-1935 FILE NUMBER: 2102-1 142 DECEDENT NAME: GROVE ARTHUR E DATE OF PAYMENT: 04/28/2003 POSTMARK DATE: 00/00/0000 couNTY: CUMBERLAND DATE OF DEATH: 12/04/2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 52,728.71 TOTAL AMOUNT PAID: REMARKS: ARTHUR E GROVE JR C/O RIGHARD C SNELBAKER ESQ CHECK#105 SEAL INITIALS: AC RECEIVED BY: DONNA M. OTTO REV-1162 EX(11-96) 52,728.71 DEPUTY REGISTER OF WILLS REGISTER OF WILLS 1. l ~" /~ 9- d COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPr. 2so6D1 NOTICE OF INHERITANCE TAX HARRISBURG, PA 17128-0601 APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 E% ~FP poi-os~ R~?~:'_ ;~:_ _ ~1ATE 06-03-2003 `~ ESTATE OF GROVE ARTHUR E DATE OF DEATH 12-04-2002 FILE NUMBER 21 02-1142 ~~~ =}~-~4~ _6 ;``;~`~ ~NTY CUMBERLAND RICHARD C SNELBAKER ACN 101 SNELBAKER ETAL Amount Remitted (~ -~ 44 W MAIN ST ~b~~ 8 . MECHANICSBURG PA 17055 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT H OUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ------------------------------- -------------------- ------------------------------------------------------------- REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GROVE ARTHUR E FILE NO. 21 02-1142 ACN 101 DATE 06-03-2003 TAX RETURN WAS: (Xl ACCEPTED AS FILED [ ) CHANGED 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) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fora with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 206,150.91 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (g) 206,150.91 APPROVED DEDUCTIONS AND EXEMPTIONS: 4,792.27 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 220.7 4 11. Total Deductions (11) 5.01 3. D1 12. Net Value of Tax Return (12) 201,137.90 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) 5 00.00 t t T S b E t t (14) 200,637.90 14. o ax u jec s a e Net Value of NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 00 00 .00 15. Amount of Line 14 at Spousal rate (15) • = X 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 200,637.90 X 045. 9,028.71 17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 .00 19 al Tax Due Princi (19)= 9, 028.71 . p DATE NUMBER + INTEREST/PEN PAID (-) AMOUNT PAID 02-20-2003 CD002197 315.79 6,000.00 04-28-2003 CD002502 .00 2,728.71 05-27-2003 REFUND .00 15.79- TOTAL TAX CREDIT 9,028.71 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) heneficiaries of the decedent after the expiration of any estate for life ar for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Secticn 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF WILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application far Refund of Pennsylvania Inheritance and Estate Tax^ (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest] as shown on this Notice must object within sixty C60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Oept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered an this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return far a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one C1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 hear interest at the rate of six C6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent an and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20% .000548 1987 9% .000247 1999 7% .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .000247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000164 1986 10% .000274 1995-1998 9% .000247 2003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen C15) days beyond the date of the assessment. If payment is made after the interest computation data shown on the Notice, additional interest must be calculated. COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISIDN DEPT. 28D601 INHERITANCE TAX HARRISBURG, PA I7IZa-o6al STATEMENT O F ACCOUNT REV-107 E% ~FP (01-037 ~~3 ,t~~~i 3~) RICHARD C SNELBAKER SNELBAKER E"f AL 44 W MAIN S"f ~~~ ~=' MECHANICSBURG PA 170S3a03~1$ DATE 06-09-2003 ESTATE OF GROVE ARTHUR E DATE OF DEATH 12-04-2002 ,~ „- FILE NUMBER 21 02-1142 ~~ `- '```r'~COUNTY CUMBERLAND ACN 101 Amount Remitted 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 fora with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~______________________ ------------------------------------------------------------------------------------------ REV-1607 EX AFP (01-03) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF GROVE ARTHUR E FILE N0. 21 02-1142 ACN 101 DATE 06-09-2003 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: 05-27-2003 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 9,028.71 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 02-20-2003 CD002197 315.79 6,000.00 04-28-2003 CD002502 .00 2,728.71 05-27-2003 REFUND .OD 15.79- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. TOTAL DUE 9,028.71 .00 .00 .00 IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax^ (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 24-hcur answering service for forms ordering: 1-800-362-2050; services far taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). REPLY TO: questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Oept. 280601, Harrisburg, PA 17128-0601, phone (7171 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%l discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed an the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20% .000548 1987 9% .000247 1999 7% .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .000247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000164 1986 10% .000274 1995-1998 9% .000247 2003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation tc fifteen (15] days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. ESTATE NO. 21-02-1142 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY ARTHUR E. GROVE, JR., EXECUTOR OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF ARTHUR E. GROVE, DECEASED, LATE OF UPPER ALLEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA Arthur E. Grove, Jr., Executor as aforesaid and Accountant herein, avers as follows: DATE OF DECEDENT'S DEATH: DATE LETTERS TESTAMENTARY ISSUED DATES EXECUTOR'S NOTICE ADVERTISED: Cumberland Law Journal Patriot-News Co. FIRST AND FINAL ACCOUNT PERSONALTY -PRINCIPAL ACCOUNT DEBITS The Accountant charges himself with the receipt of the Decedent's personalty, goods and chattels as set forth in his inventory heretofore filed in the amount of The Accountant claims the following additional receipts: 1 . Donation from outside source towards family needs 2. United States Treasury, refund on 2002 Final Individual Income Taxes 3. Commonwealth of Pennsylvania, refund on Inheritance Tax Return TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: December 4, 2002 December 16, 2002 December 27, 2002, January 3, 10, 2003 January 7, 14, 21 , 2003 PERSONALTY -PRINCIPAL ACCOUNT CREDITS LAW Of FIC ES SNELBAKER. BRENNEMAN & SPARE he Accountant claims credit for the payment of the following items from Decedent's Personalty Account: Member's First Federal Credit Union, check printing fee Arthur E. Grove, Jr., reimbursement for cemetery expenses Arthur E. Grove, Jr., reimbursement for Organist expense Register of Wills, Agent, estimated Inheritance Tax payment Pinnacle Health Hospice, medical expenses Register of Wills, Agent, Inheritance Tax Register of Wills, filing fee for Inheritance Tax return =ms to be paid subsequent to confirmation of Final Accounting: Snelbaker, Brenneman & Spare, P.C., attorney services Snelbaker, Brenneman & Spare, P.C., costs advanced: a. Register of Wills, probate fees b. Certified Mail and postage for Beneficial Notices c. Cumberland Law Journal, advertising Executor's notice 263.00 18.71 75.00 $ 205,670.91 20.00 288.00 1 5.79 5 205,994.70 S 9.95 193.00 100.00 6,000.00 220.74 2,728.71 1 5.00 3, 500.00 477.32 Page 1 LAW OFFICES SNELBAKER. BRENNEMAN & SPARE d. Patriot-News, advertising Executor's notice e. Register of Wills, short certificate 10. Reserve for filing fees, accounting costs, and other costs associated with the administration of Decedent's estate TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: PERSONALTY -INCOME ACCOUNT DEBITS The Accountant charges himself with the receipt of the following Income from the investment of Personalty Principal: 1 . PSECU, interest on Savings and Certificate of Deposits 2. Allfirst, interest on checking account 3. Member's First Federal Credit Union, interest on Estate Checking account TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: PERSONALTY -INCOME ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from the Personalty Principal Account: 1 . Greenawalt & Company, P.C., preparation of Final Individual Returns TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: REAL ESTATE -PRINCIPAL ACCOUNT DEBITS The Accountant charges himself with the receipt of Decedent's Real Estate as set forth in his Inventory heretofore filed in the amount of: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: REAL ESTATE -PRINCIPAL ACCOUNT CREDITS Accountant claims credit for the payment of the following items from Real Estate Principal Account: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: REAL ESTATE -INCOME ACCOUNT DEBITS The Accountant charges himself with the receipt of the income from the investment of Real Estate Principal Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: REAL ESTATE -INCOME ACCOUNT CREDITS Accountant claims credit for the payment of the following items From the Real Estate Income Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: Page 2 1 17.61 3.00 1 ,000.00 $ 14,244.72 5 638.34 6.69 51 5.71 S 1,160.74 5 260.00 $ 260.00 5 NONE S NONE S NONE $ NONE 5 NONE 5 NONE S NONE $ NONE RECAPITULATION LAW OFFICES SNELBAKER. BRENNEMAN St SPARE PERSONALTY: PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL PERSONALTY REAL ESTATE: PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL REAL ESTATE: TOTAL FOR DISTRIBUTION: 5 205,994.70 S 14,244.72 S 191 ,749.98 S 1 ,160.74 S 260.00 S 900.74 5 192,650.72 5 NONE S NONE 5 NONE $ 192,650.72 Page 3 S NONE $ NONE 5 NONE S NONE COMMONWEALTH OF PENNSYLVANIA ) n SS. COUNTY OF CuM~s~,~ N 7 Arthur E. Grove, Jr., being duly sworn according to law deposes and says: that he is the Executor of the Estate and under the Last Will and Testament of Arthur E. Grove, Deceased; that he is the Accountant herein; that the foregoing is a true and complete accounting of his administration of said Estate; that the attached list or schedule [*] contains the names, addresses and amounts due unpaid creditors who have given proper notice of their claims; that the attached list or schedule [**] contains the names and addresses of all persons interested in the distribution of said Estate; and that the facts set forth herein are true and correct to the best of his knowledge, information and belief. G Arthur E. Grove, Jr., Executor Sworn to and subscribed before me this i t day of ~~_--_003 ~~~ ~ NOTARiAI. SFAI JUDITH D. KAUFFMAN, Notary Public Borough of Carlisle, (~mberiand County My Commission Expires C1Aarch 10, 2007 LAW OFFICES SNELBAKER. BRENNEMAN & SPARE Page 4 * UNPAID CREDITORS: NONE LAW OFFICES SNELBAKER. BRENNEMAN & SPARE * * PERSONS INTERESTED IN DISTRIBUTION OF ESTATE: 1 . Ronald N. Grove 2501 North 5th Street Canon City, CO 8121 2 2. David M. Grove 6695 Buggywhip Ct. San Jose, CA 95120 3. N. Sue Wolford 2074 Reservoir Drive Carlisle, PA 17013 4. Sandra J. Fabian 693 Farmhouse Lane Harrisburg, PA 17111 5. Arthur E. Grove, Jr. 86 Smith Road Gardners, PA 17324 6. Ronald P. Grove 214 East Lincoln Avenue, Apt. #2 Salisbury, MD 21804 7. Larisa Thomas 109 Cavalry Court Centreville, MD 21617 8. Christina Mizelle Kopernikussprasse 9 92637 Weiden Germany 9. Brian D. Grove 998 Meridian Ave., Apt. 42 San Jose, CA 951 26 1 0. Timothy J. Grove 57 Leonard Street Port Chester, NY 10573 1 1 . Jacob Miller 1805 Walnut Bottom Road Newville, PA 17241 1 2. Tanya Miller 48 South Market Street, Apt. 201 Elizabethtown, PA 17022 Page 5 1 3. Lucas Miller 6 North Orange Street Carlisle, PA 17013 14. Shawn Fabian 52 North Railroad Ave. New Holland, PA 17557 1 5. Megan Fabian 1 2 West King Street Shippensburg, PA 17257 1 6. Derek Fabian 0512 710 H Avenue #7149 Sheppard AFB, TX 7631 1-2854 17. Nicole L. Locke 612 Range End Road, Lot 41 Dillsburg, PA 17019 18. Jennifer S. Grove 102 Conodoguinet Mobile Estates Newville, PA 17241 1 9. St. Stephen's Lutheran Church P.O. Box 266 New Kingstown, PA 17072 LAW OFFICES SNELBAKER. BRENNEMAN & SPARE Page 6 LAW OFFICES SNELBAKER. BRENNEMAN & SPARE STATEMENT OF PROPOSED DISTRIBUTION Arthur E. Grove, Jr., Executor and Accountant herein, proposes to distribute the balance of the Estate of Arthur E. Grove, Deceased, to wit: 51 92,650.72 in accordance with the Last Will and Testament of said Decedent as follows: 1 . Ronald N. Grove 37,130.1 5 1 /5 of residue as per Item Fourth of Will 2. David M. Grove 37,130.1 5 1 /5 of residue as per Item Fourth of Will 3. N. Sue Wolford 37,130.14 1 /5 of residue as per Item Fourth of Will 4. Sandra J. Fabian 37,1 30.14 1 /5 of residue as per Item Fourth of Will 5. Arthur E. Grove, Jr. 37,130.14 1 /5 of residue as per Item Fourth of Will 3. Ronald P. Grove 500.00 Bequest per Item Third of Will 7. Larisa Thomas 500.00 Bequest per Item Third of Will 3. Christina Mizelle 500.00 Bequest per Item Third of Will !. Brian D. Grove 500.00 Bequest per Item Third of Will 0. Timothy J. Grove Bequest per Item Third of Will 500.00 1 . Jacob Miller 500.00 Bequest per Item Third of Will 2. Tanya Miller Bequest per Item Third of Will 500.00 3. Lucas Miller 500.00 Bequest per Item Third of Will 4. Shawn Fabian Bequest per Item Third of Will 500.00 5. Megan Fabian Bequest per Item Third of Will 500.00 Page 7 1 6. Derek Fabian 500.00 Bequest per Item Third of Will 1 7. Nicole L. Locke 500.00 Bequest per Item Third of Will 18. Jennifer S. Grove 500.00 Bequest per Item Third of Will 19. St. Stephen's Lutheran Church 500.00 Bequest per Item Second of Will TOTAL DISTRIBUTION: $ 192,650.72 LAW OFFICES SNELBAKER. BRENNEMAN & SPARE Page 8 COMMONWEALTH OF PENNSYLVANIA COUNTY OF el.~M~3 c2>, A rub SS. Arthur E. Grove, Jr., being duly sworn according to law, deposes and LAW OFFICES SNELBAKER. BRENNEMAN & SPARE says that the facts set forth in the foregoing Statement of Proposed Distribution are true and correct to the best of his knowledge, information an lief. ~~ Arthur .Grove, Jr., Executor Sworn to and subscribed before me this (~ day of ~~ y, 2003 _ ---- NOTARtAI. SEN. JUDITH D. KAUFFMAN, Notary Public Borough of Cad(sie, Cumberland County My Commission Expires March 10, 2007 Page 9 n Z z n ~ ~ .~ ~ ~ 0 ~ ~ o z W z ~ ~ ~ a~ z v 0 U~ z m r Cd D ~ m ~ ~ 0 o~r~ 7d z~z n z ~~~ ~oz z ~ m . ~ ~ ~_ ., ~ ~ ~ ~ t ~a~ ~ ~~~~o ~ ~~~~' $i g ~ ~g~ ~ ~ ~~~~~g~ Q~ ~~_-o ~ A ` ~ ~ ~ 6Q. ~ ~ ~ ~ ~ o c ~ ~ ~ ai~~ 'UNI W t~ ~o ~4'~p~leueq ',w~a~a Se e~80 eW W ~e~.y u8 WAR x~ nut! ~~~ !l121~f oU~ W uH-Ot1~ t10~19d JBiIj~U l~~BY~6 q pti8 ~~,w.urrr~a psx?d~m ~t-a~A q uan~6 txa~q 1~8y %~>r 1~1~ }[11119U18~ ~ a 9UOjpA~QD UB~JM RtSI ~i ~~sfl 7eg1 ~ ~ Puy uogwtt~i0o ~ lx~ eW c~ c.d~~.~~i F-y INA~ awes Atq usy~ ac+~+ld pue awls :~,~ r~ ~~~ft4F BUY +cr ~~txsu win ~ ~11~ ~geaay t ~ H H '~ ~ ~ y H ~ ~ d ~ H ~ H ',Jy H H ,~ [~~, ~ O d ,y 7~ °z ° ~ o ~ d ~ y ro~~c~t~ ~ ~ r O H ~ tb t~ C ~ Cn tt7 ~ t~ ~3 c~oro za~Zy~ O H O zro~c ~` ro~ ro~ ~~ H z r~ hOOi-+ n ~ ~ ~ yxC~H ~~~~ y - tr] C7 ?o~z ~'~dy ~3 O ~ro~ ~HCC~ ~ H y 3 P H .C O ~zroz ~ ~ t~ dp r~ -~ ~~',. q ! C~ ,/~~„ ~ ro ~ t~--`~-c=- n re '~ c: ~'~~~ ~~u ,~ 0 T .. as O C COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND f ~' Arthur E. Grove, Jr being duly sworn according to law, deposes and says that he _is the Execu or of the Esta+e of Arthur E . Grove late of UQper Allen Towns h_ i~___ _ Cumberland County, Pa., deceased and that the within is an inventory made by Arthur E. ~ o ~P,~7~,_ _ the said Executor 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. Sworn and subscribed before me, 3~X 2003 /GJr G Gu ~/L , Arthur E Exe for - Administra r 'rove, Jr. JUDITH D. KAUFFMAN, Notary Public Borough of Carlisle, Cumberland County My Commission 6cpires March 10, 2007 86 Smith Road Gardners, PA 17324_ Address Cate of Death 4th December Day Mon+h Ysar -_~ ~,... ~l ~. ~.. 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. r- ~~. 3. Additional sheets may be attached as to personalty or realty N ~' _~; 4. See Article IV, Fiduciaries Act of 1949. N ~i' r~ N O I N O Z 0 Z W Z W H tl. )- F- W W Q O ~ ~r W ~ J LL .J Q ~ Q w Z ~ `" Z w Q o_ 0 O N C7 a O m 00 'D m N U d T a T C 7 0 U c ~o a~i m LL U ~^",I W c+ '~ d ~ S. U] U .~e '~ o U o •r-I m a U w Inventory of the real and personal estate of ARTHUR E. GROVE, Deceased PERSONALTY: 071.13 $ 102 1. PSECU, Savings account #181011935-S1 , 236.55 24 2. PSECU, Checking account #181011935-S4 , 237.13 23 3. PSECU, Certificate of Deposit #181011935-S50 , 331.90 5 4. PSECU, Certificate of Deposit #181011935-S55 , 816.76 26 5. PSECU, Certificate of Deposit #181011935-S57 , 5.02 6. PSECU, Saving account #9180540693-01 489.43 23 7. Allfirst, Checking account #0038906414 , 00 387 8. Travelers Insurance, refund of unused premium as follows: . a. Account #233010538 - 513.00 b. Account #918690083 - 552.00 c. Account #031732014 - 5322.00 5.56 9. Verizon, refund on phone service 30.75 10. Comcast, refund on cable TV service 59.68 11 . UGI, refund on gas service TOTAL PERSONALTY: REAL ESTATE: 1 . Decedent owned no Real Estate at the time of his death TOTAL PERSONALTY AND REAL ESTATE: $ 205,670.91 $ 0.00 $ 205,670.91 STATUS REPORT UNDER RULE 6.12 Name of Decedent: Arthur E . Grove Date of Death: _ December 4 , 2 002 Will No.: 2 ~ -n .-i ~ a ~ 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 X X 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 ~aY~ c. Copies of receipts, releases, joinde d approval of formal or informal accounts maybe fil with e Cler f the Orphans' Court and may be attached to this~ceport Date: 9/3/0 3 Si ature Richard C. Snelbaker Snelbaker, Brenneman & Bare, P.C. Name ~~' 44 West Main Street '~ _ Mechanicsburg, PA 17055 u-~ ' Address ~-- L:. ! `" (717) 697-8528 e~ ; v `'~ Telephone No. ~ `... Capacity: ^ Personal Representative Counsel for personal representative