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Home My WebLink About01-0093 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240 - 6345 Date: 4/15/2005 PATTERSON KENT H 221 PINE ST HARRISBURG, PA 17101 RE: Estate of PENNER ROBERT H File Number: 2001-00093 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/22/2005 Your prompt attention to this matter will be appreciated. Thank You. r~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge ~ Estate of PENNER ROBERT H Late of HAMPDEN TOWNSHIP ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-01-00093 Date: 6/10/2005 NO.: 21-01-00093 PENNER MARY M 6211 WHITEHILL DRIVE MECHANICSBURG PA 17050 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6. 12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: PENNER MARY M Personal Representative Counsel: PATTERSON KENT H Date of Decedent's Death: 5/22/2000 Date of Delinquency Notice: 5/22/2005 The undersigned, Glenda Farner Strasbaugh, Clerk of Orhans' Court, in accordance with rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor their counsel, have filed with the Register of Wills or Clerk of Orphans' Court, his/her Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule, and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orhans' Court Rules, was given by the Clerk of Orphans' Court on 4/07/2005 and that the ten (10) day notice to file the status report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or their Counsel. cc: File Personal Representative Counsel ~~.u~ Glenda Farner Strasbaugh Clerk of Orhans' Court A hearing is scheduled for July 08, 2005 at 9:30 AM in Courtroom No. 03. If the Status Report is filed prior to the hearing date, the hearing will automatically be cancelled. If ,,~ ./} l /'~p It,/""'\ j ,t) // t/ ,ft t~ George(iE: Hoffer, P. 0'(. ,"' uf - Court of Common Pleas of Cumberland County In Orphans' Court Division STATUS REPORT UNDER RULE 6.12 Name of Decedent: Robert H. Penner Date of Death: May 22, 2000 Will No. Admin. No. 2001-00093 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 X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: June 2006 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders of formal or informal accounts may be filed with the Orphans' Court and may be attached to this report. and approvals Clerk of the Date: 6. 5tJ ~t?~ Signature ~r/~ , Kent H. Patterson Name (Please type or print) 221 Pine Street Harrisburg, PA 17101 Address (717) 238-4100 Tel. No. Capacity: Personal Representative X Counsel for personal representative if PETITION FOR GRANT OF LETTERS Estate of Robert H. Penner No. 21-01-93 also known as , Deceased Social Security No. 172-01-1006 Petitioner(s), who is/are 18 years of age or older, apply)ies) for: (COMPLETE "A" OR "B" BELOW:) Gl A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut ri~ named in the Last Will of the Decedent, dated 4/12/1993 and codicil(s) dated State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: o B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 6211 Whitehill Drive, Hampde.n Twp, Cumberland County (Mechanicsburg, PA 17050) (list street, number and municipality) ,2000 ,at Polyclinic Hospital, Harrisburg, PA (Location) Decedent, then 82 years of age, died May 22 , YO #7-t 19,000.00 Decedent 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 ........................................................................................ $ Total . .................................................................................................................... $ /H/~/! 1 (000.00 Real Estate situated as follows: Wherefore, Petitioner(s) respectfully request(s} the probate of the Last Will and Codicil(s} presented with this Petition and the grant of letters in the appropriate form to the undersigned: Typed or printed name and residence Ma M. Penner 6211 Whitehall Drive Mechanicsbur PA 17050 RW-1 I~ -~Oy- 7 Oath of Personal Representative Commonwealth of Pennsylvania Cou nty of Cumberland The Petitioner(s) above-named swear(s) and 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"pe"onal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to ,awM Sworn to and affirmed and subscribed '7Jz~t m, --<,,~y Mary M. Penner before me this 19th day of JANUARY 2001 ~//A?~L/~<,//<ft( I /a/,u~y :......... :.. Estate of Robert H. Penner DECREE OF REGISTER No. also known as Deceased 21-01-93 Date of Death: 5/22/2000 Social Security No: 172-01-1 006 JANUARY 22 2001 AND NOW, reverse side hereon, satisfactory proof having been presented before me, , in consideration of the Petition on the IT IS DECREED that Letters lEl Testamentary 0 of Administration ((c.t.a.. d.b.n.c.t.; pendente lite; durante absentia; durante minoriate) are hereby granted to Mary M. Penner in the above estate and that the instrument(s), if any, dated 4/12/93 described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. FEES Letters .................................... $ Short Certificates(s) ............... Renunciation........................ .. Extra Pages ( ) ............... I.T.R....................................... JCP Fee ................................. Inventory................. ... ............ Other..................................... . TOTAL .............................$ 50.00 \ '7?/P/,,,rc? ?-i~'l/~>~v{n) Ai?' / AU;~F;(/" R~ ster of Wills $ $ $ $ $ $ $ $ 12.00 18.00 Signature 5.00 Attorney: Kent H. Patterson 1.0. No: 15307 Address: 221 Pine Street Harrisburg PA 17101 85.00 Telephone : 717-238-4100 DATE FILED: / -/9- 01 ~~p(-.{, (e) rd~Jk-'a-r IhIS is to certify that the information here given is correctly copied from an original c~rtificate of death dul~ flIed with me as Local Regisrrar." The original certificate will be forwarded to the State Vital Records Office for permanent filIng. ~ \\j .~ ~ \4 f-\ '~ \~ N~ ~ Hl05.143 Aev. 2187 tVPf/PRINT IN PERMANENT BLACK INK o III U) ;:) U) .: :i .: .~ ~ ~ ~ o () w ~ -.: z WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 111I11""'-';~/ "" U OF //// 111'~ ~~\ n PE;;----_ l\l..~~'''' ff,f -:.. l\~ .. ~\ I~~~~' .~-::. ~ ~, .~ \"p..~ ~~( .. ~F \~~ , II.- . I '" ~ c..) -'f;! . I.:t:. ~ .... '- . ..-.. : \: ~ * \. . ' . '. . ~. * ~ ~a~-~ - /~l '\.~ /~"" -=:. :.tp _-------'-\\..'r \,1 -----Z!MENf \\"< ~lfll\1 "'~~""'/.I"IJlII' ~~R~~ Lt)/ ;) (0 -0 D P 6547349 Date No. 21-01-93 COMMONWEALTH OF PENNSYLVANIA · OEPARTMENT OF HEALTH · VITAL RECOROS CERTIFICATE OF DEATH NAME Of' DECEDENT \hsa M_. l.....1 STAfE FIl.E NUMBER -.~._-_.--------------- :~ Mlle -~r:;L;~CUR:Nu~rR -1m>- lJH()I;A I DAY 8IRTHPlACI: !CoIy......, PlACE OF DEATH fCl>t?ck OI~y.we -- ..ee '"5lfl'CW.", OIl ott>ef SItJOII Hour. Minul.. S\Me or fCf""Jl'l CououYl HOSPlTA1.: Hanisburg, PA InpaI..,../XX ERIOuIpallfOnl 0 7. ... FAClLfT'I' NAME (N _ .....oII.iloon. go..e Sl"'~ ana numllef. RACE . A.....ocMlIncll.n. Black. Wt>_ (Spec.." 10. \4hite SURVIVING SPOUSE I" ""'e. go... maoaen nan\el DATEOF~';;-Da~':;';:;)~ t. Robert H. Penner AGE (La51 Bwl/lOaVI UNDER 1 YEAR Monltq Days =otv,O 82 Yrs. 5. COUNTY Of' DEATH ....fuu Co. Ie. Hanisburg, PA. 14. KINO OF BUSINESS/INDUSTAY WfoS DECEDENt EVEA IN U.S. ARMEDFQACES? 'IU E>>X No 0 MARITAL STATUS. IUmed tf._ Ma...ed. W~. Divof~ (Speclly) t-brried DECEOENT'S USUAL OCCUPATION (~':o.~~:O~~~:) HL Salesmm 111t. Farm FquiIJlB1t Sales DECEDENT'S MAIlING ADOAeSS (Stteet. CIlyITown. sa-. ZIf) Codel DECEDENT'S 6211 \\hitehill Drive ~~U:-NCE t1?chanicsburg, PA. 17055 ~:~1oOnS 12. 11.. Stale Pennsv 1 vania 17C.o 'IU,dec:edentliwdin [);d doIc.-nI ....."'. Cunberland Co. -.ship? 17d.00 :~=oI ~csburg MOTHER'S tfAME IF_51, M.<I<lIe. r..taKHI/l Surname) 11. M:ible Turns INF62ilsMrltehilisf);1~eC~~bUig, PA. 17055 2Gb. PUCE OF DlSPOSlTIOH . Name 01 Ceme.ery. CremalOfy LOCATION. Cityf1iMn. Stal.. r", Code 0< 0tMt Place 1'. FIiTHER'S NAME (FitSl. MIOOIe. Last) I'. Robert H. Permer INFOAMANT.S NAME (T vpe/Pllnl' ~. B. Permer METHOD OF DISPOSITION O BunaI ~ Cremalion 0 00nMian 011.- (SpeoIyI . 21a. . SIGNAl l1b. 21C?hooPS Carden of Rest 2ljnTisburg, PA. HMtE ANa AOQRESS OF FACIUl'f nHoover FHs& Cramtory IncWH UnglestOWI\ Rd. Hbg. PA. 1 LICENSE NUMBER DATE SIGNED (Mon"'. Day. reall 23b. 2Jc:. WAS CASE REFERRED TO MEDICAL EXAMINEAlCOAONER'/ Vu 0 No g---- 23a. TIME OF DEATH 24. ..3: If 0 DATE PRONOUNCED DEAD (MOIlI", Day. r"ar, fi M. 25. 21. PART I: Enl.' In. diseases. ifllUlle5 01 complocaloons which caused lhe dealh 00 001 enl81 I"" ,node 01 <lyIng. such as c"'dlac or ,esplfalory alle51. Shock or ""al1la~"'. ~~~~OO~_ ~ 1lilME000TE CAUSE (Fooat /) I ;- C/' I,J I _ '---J " / __OfCOOOdtOn .J-; ,Ld,X.'-<."T.t~ {17 L(>t..~~L{.<- ;' ,-)r.."' ir: C(~~l.-,J- r-.glfl(lealhl- '...J OUEliiOAASACONSEOUENCE~' .' H. I ApprOAUll"'. : in",rvill between : onset and delllh l PART II: Other Slgni(lCanI condi\Ions conlllbutong 10 lie,,'h. but not r.suIIlfl9 in the underlying ca... grv... In PART I L DUE 10 (00 AS A CONSEOUE NeE OF)' I I , t. l ct~:u ({ OUE 10 (00 AS A CONSL:OUE NCE Of) WERE AUlOPSY FINDINGS A""'I.J\8l.E PRIOR 10 COMPlETION OF CAUSE OF OEArH1 MANNER OF OtATH DATE OF INJURY (MOfllh Day. Ye", I TIME OF INJURV INJURV AT WORK? OESCRIBE HOW INJURV OCCURRED 0' o o Accodenc Pendong "'\I851'9al"'n o o o ~CE OF INJURV . AI home. 13'~~;eel. i"ctory. olllee butkIing. .,C. ,Sp6C.lvl 30e. JOd. LOCJ(fION \SIr_. C.lyfTown. Stalel Nalur'" HomICide Ves 0 NoD M. JOe. Nod v.. D NoD St.oocode Could noc be det.rmlned 211. Jot. 51 ATU E A D TITLE ?F CfRII'lEft I . I (.. 31b " ;:1.1..( -{ /i' (. _ "t-i"i-rA..-,-' .. t t) ~~:E,~~:,~M~~R'_i ;" { .' ( ~_ J:~ SI:N;~r;'~~_D;YI :~Jr~ N.A.MEANOAOOAESS of=PERSON vmo COMPLElED CAUSE F DEATH'---- ("elfl.~:.l ~Yror p"n~ iJ?S-l--,/l' , I I "" ..~; ,'. It J,' . (, \- "'1 . \; ..!J~--;/' (, 32, 1"0' I" \ /: (.1'1:: DATE fILED I vllrh u.Jy (lj'dtJ 2Ia. 21b. ct:RTlflER (Check otlly 0(18) .CERTIFYING PHYSICIAN (f'hySlCoan c"wly"'q ca""" d dea'" ...hen .lnOlhe< phy"",,an has pror"",,,,,eo OOdlh anu camplel"" Item 231 To 1M bea' 01 m., knowledge, de.'h occurred due 10 \he caua..(.' and malln.r ..a .1......... . . 'PRONOUNCING AND CERTifYING PHYSICIAN tphySOClalllJul/: ;}':)J,OUlOC"'<J L1"illh iI,ld .:".IIIY"'<J 10 Cd""" uf 'leil"') To th. ~l of my knowtedgfl:. de~lh occUlred ~t the tkne, d,,'e. and p'~c.. .nd du. 10 th. c:~useCs).and mantler.5 SI.....d 'UEDICAL EXAMINER/CORONEA On Ihe b..i. 0' examlnalion and/or .nvestigel/on, in my OpIniOn, dealh occurred allhe lime, dale, ..nd place, and due 10 Ih<!' causers) and m."".... .. slaled. . . . . . . . . . . . . . , . . . . , . . . . . . . . . . . . . . . . Jl.. REGISTRAR'S SIGNATURE AND NUMBER f)..-/ 7 /2-------;) ,//' . I ~ YrJ..:_1 (. 1, ( ( I /);7 (j/k' -- __.~_~._..__.~_ ~ ___ ","-'- _____ _~~ .L L) -, . ~j .-....LL~Lf.L 'J(, 21-01-93 LAST WILL AND TESTAMENT OF ROBERT H. PENNER I, ROBERT H. PENNER, of 6211 Whitehall Drive, Hampden Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking and making void any and all former Wills and Codicils made by me at anytime hereunto. ITEM I I hereby direct my hereinafter named Personal Representative to pay all of my debts, funeral expenses, inheritance taxes and estate taxes as soon after my death as may be found convenient. ITEM II - All the rest, residue and remainder of my Estate, whether real, personal or mixed, of whatsoever nature and kind and wheresoever situate, I give, devise and bequeath unto my wife, MARY M. PENNER, if she survives me by thirty (30) days. ITEM III - In the event Mary M. Penner does not survive me by thirty (30) days, then I give, devise and bequeath all the rest, residue and remainder of my Estate to my daughter, KATHY L. PENNER, but if my daughter should also predecease me, then to her surviving issue, per stirpes. ITEM IV - In the event any child of Kathy L. Penner should be under the age of twenty-five (25) years at the time he or she would be otherwise entitled to distribution under this Will, Page One of Seven , . then the share of such Beneficiary shall be held in trust for the following purposes: A. I appoint KENT H. PATTERSON as Trustee. If Kent H. Patterson should predecease me or otherwise be unable to serve as Trustee, then DAUPHIN DEPOSIT BANK AND TRUST COMPANY shall act as Trustee. B. The Trustee shall use so much of the principal and income as, in his sole discretion, is deemed appropriate for the support, maintenance, medical care and education (including post-high school education) of said Beneficiary, after taking into consideration other resources available to the Beneficiary, including other sources of income, student loans and available public funds or grants. C. When said Beneficiary reaches the age of twenty-five (25) years, the Trustee shall distribute all of the then remaining principal and undistributed income in the Trust Account to the Beneficiary, thereby terminating the Trust. D. In the event said Beneficiary should die prior to the time set for distribution of the Trust, then the remaining balance in the Trust shall be distributed to his or her issue, per stirpes, but in default of any such issue, then the share of such deceased Beneficiary shall be distributed among the then surviving issue of Kathy L. Penner, per stirpes. If at that time, any such issue of Kathy L. Penner shall have monies held in trust under the provisions of this Item of the Will, then distribution shall be to Page Two of Seven said Trust. If there should be no issue of Kathy L. Penner then surviving, then distribution shall be pursuant to Item V below. E. The Trustee is hereby given full power to invest any trust funds which he received under this Will in such real or personal property as, in his sole discretion, is deemed advisable, and such investment authorization shall not be limited by any statutory or common law rules relating to the investment of trust funds. The Trustee shall also have the power, in his sole discretion, to terminate one or more of the trust funds created hereunder if, in his discretion, such funds become so small as to be impractical to be further administered. Under such circumstances, the Trustee may, in his discretion, distribute the funds to the Beneficiary then entitled to the income or, in his discretion may place the funds in an interest bearing account at a bank or savings and loan association. F. No interest of any Beneficiary under this Trust, including remainder interests in income or principal, shall be subject to assignment, alienation, pledge, attachment or claim of creditors until after payment has actually been made by the Trustee to the Beneficiary. ITEM V - In the event I am not survived by my wife, my daughter or any issue of my daughter, then I give, devise and bequeath the rest, residue and remainder of my Estate in equal shares to my sister, SHIRLEY M. PENNER, and my wife's niece, KAREN M. FRASER, or to the survivor of them. Page Three of Seven ITEM VI - My Personal Representative and Trustee shall have the following powers and discretion, both as to principal and income, in addition to those granted by law and by other provisions under this Will, which shall be exercised without court approval and in the interest of the beneficiaries: A. To retain any or all of the assets of my Estate, real or personal, including stock of my corporate fiduciary, or of its parent holding company. B. To invest in all forms of property, including stock, common trust funds and mortgage investment funds whether operated by my corporate fiduciary or others, as they deem proper. C. To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms and conditions as they deem proper. D. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper, in their sole discretion. E. To borrow from, or to sell to my Trustee, even though such trustee may be my Executor. F. To make distribution in cash or kind, or partly in each. ITEM VII I hereby appoint my wife Mary M. Penner as Executrix of this my Last Will and Testament. In the event my wife should predecease me or otherwise be unable to serve, then I appoint Kent H. Patterson as Executor, but if he should predecease Page Four of Seven me or otherwise be unable to serve, then I appoint Dauphin Deposit Bank and Trust Company as Executor. ITEM VI I I direct that my Personal Representative and Trustee shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this J A? ?--- It-. - ; /~, - day of ff{.v~~ 1993.. ~ \ ROBERT H. PENNER Page Five of Seven Signed, sealed, published and declared by the above Testator, ROBERT H. PENNER, as and for his Last Will and Testament, in our presence, who, at his request, in his presence and in the presence of each other, we believing him to be of sound mind and memory, have hereunto subscribed our names as witnesses. y .~ /~ r ;;- :a~~- I ~c:;:: p<f~ of )J( p~~~ ~~~r4/7A9J 22/ ,P~ J~ ~~;V/l /7/d/ of Page Six of Seven COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We, ROBERT H. PENNER, Testator, 'ahe\lt \\ ~Ja.\:\P'\~(} and \'\\\ ('\nO \ ~,1): \ \ r() , witnesses, respectively whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority, the Testator signed and executed the instrument as his Last Will and Testament and that he signed it 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 witnesses and that to the best of their knowledge, the Testator was, at that time, eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. . Rjz H. PE~. / '-rh~ / ' ~~ I ", A ~4:~ Subscribed, sworn to and acknowledged before me, by ROBERT H. PENNER, the Testator, and subscribed and sworn to before me by "A~'0t 't\. ~1t~~() and 'm, C~f' \ ~ . \'); )\ 0') , witnesses, this J~m day of ~\'\ \ , 1993. NOTARIAL SEAL K1M8ERL Y A. SIDES. Notary Public Harrisburg. Dauphin COt jn~ ..Mv C01!'!!'l~l!,~:~ E\.~,f~~ C;::~2~2:r 2~] 935. '--' Page Seven of Seven JRD/June 30, 1992/17858 JUN 1 2 ')n01 ~ In Re: Estate of Robert H Penner Late of Hampden Township ORPHANS' COURT DIVISION Estate No.: 21-01-93 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT ORPHANS' COURT RULE Personal Representative: Mary M Penner Counsel for Personal Representative: Kent H Patterson Esq Date of Grant of Original Letters: January 22, 2001 Date of Delinquency Notice: May 2, 2001 The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5 .6( e), Supreme Court Orphans' Court Rules, was given by the Register of Wills on April 25, 2001, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: June 11, 2001 'LL) . Lewis, Register of Wills Distribution: Personal Representative Counsel for Personal Representative Estate File ~ J A hearing is scheduled for flAJ~:09:3iJin Courtroom No.3. filed prior to the hearing date, the heanng will automatically be . C>~ ~ <<.AL lP-:\\-O I . . CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of decedent Robert H. Penner Date of death Mav 22, 2000 Will No. Admin No. 2001-00093 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 6/20/01. Name Address Marv M. Penner 6211 Whitehill Drive Mechanicsburq, PA 17050 Notice has now been given to all persons entitled thereto under Rule 5.6{a) except Date: 6/:HJf/ L-n/~ Sig~ture ' Name Kent H. Patterson Address 221 Pine Street Harrisburq, PA 17101 Telephone (717) 238-4100 Capacity: Personal Representative x Counsel for Personal Representative Court of Common Pleas of Cumberland County In Orphans' Court Division e,,,, ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Robert H. Penner Date of Death: May 22, 2000 will No. Admin. No. 2001-00093 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. representative complete: If the answer is reasonably believes July 2003 No, that state when the personal the administration will be 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: AugUst).()-, 2002 /-. ~~ signature Kent H. Patterson Name (Please type or print) 221 pine Street ~.~.QJ ~ ~/\rj7~~ ~ ~\ Harrisburg, PA 17101 Address (717) 238-4100 Tel. No. Capacity: Personal Representative ~ Counsel for personal representative JRD/June 30, 1992/17858 JUN 1 8 2002 ~ . .. In Re: Estate of Robert H. Penner Late of Hampden Township ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-2001-0093 NO. 21-2001-0093 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Counsel for Personal Representative: Kent H. Patterson, Esquire Date of Decedent's Death: 5-22-2000 Date of Delinquency Notice: 4-15-2002 The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills on 04-15,2002, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 06-17-2002 ~ Distribution: Personal Representative Counsel for Personal Representative Estate File &>/~~ f23tJ~~ A hearing is scheduled for at in Courtroom No.3. If the Status Report is filed prior to the hearing date, the hearing will automatically be can elled. -------------~-----~-_.~- --~--- (000 O\JOO OO~s 1st;l\ t;3l\1 0'. ~\~ ~:o rn ~ :;j ~\ ..." 0 g-~ 0. ~\ ~ ~. a (iH) %~ -0 <1>$ <l>c '"'0 ?. 0 30. 3""' ~ ,;; ~ ~o ? () .; t!\ z' z III ~:o \Q ....<1> :o~ ~ -0\ o. III (II E~ iJ +, ~. 3 <l>C!) <t> 0 ~', g (II llO c.:2. -@-tl 0. (/'I "8', ~ -n ::;'11 :;: --n -n ~ <ll <1><1> <1><1> (II 9><1> 9><1> tD~ III ~? <; f:Ft 1ft .. . 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CiJ po 3 -g ;6 ~ CD CiJ - JJ CD CD "- ~ ~ t u.s. Postal Service 1 CERTIFIED MAIL RECEIPT (Domestic Mail Only; No Insurance Coverage Provided) ,. I \ Postage $ Certified Fee Postmark Return Receipt Fee Here (Endorsement Required) Restricted Delivery Fee (Endorsement Required) Total Postage & Fees $ ru ("- 0- o U'1 0- U1 r=I U'1 ru CJ o CJ o ...Il CJ CJ CJ CJ ("- Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 PATTERSON KENT H 221 PINE ST HARRISBURG, PA 17101 RE: Estate of PENNER ROBERT H File Number: 2001-00093 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/22/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 PENNER MARY M 6211 WHITEHILL DRIVE MECHANICSBURG, PA 17050 RE: Estate of PENNER ROBERT H File Number: 2001-00093 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/22/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Court of Common Pleas of Cumberland County In Orphans' Court Division STATUS REPORT UNDER RULE 6.12 Name of Decedent: Robert H. Penner Date of Death: May 22, 2000 will No. Admin. No. 2001-00093 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 X_ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: June 2007 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes ___ No___ d. Copies of receipts, releases, joinders and approvals of fo~l or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: 4-- ~/- 2-OtJt Signature ~Tif~ l Kent H. Patterson Name (Please type or print) \id . 'OJ (j;\iv 'lti38~nJ ltJnoJ S,NVHdClO :10 >fH318 2' :21 Wd fy Z HdV 900l 221 pine Street Harrisburg, PA 17101 Address (717) 238-4100 Tel. No. Capacity: Personal Representative X Counsel for personal representative @ ~ilU" 'J"JIJ-l(j n~(11 f/")rCH I ~. J U-lV ~-1..,jal v~d cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/16/2007 PATTERSON KENT H 221 PINE ST HARRISBURG, PA 17101 RE: Estate of PENNER ROBERT H File Number: 2001-00093 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/22/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, cc: File Personal ~~~ ,.7 Glenda Farner StrasbaugH Clerk of the Orphans' Court /'JnJ '" _,1&10 _ :_1 )kb jJ Representative(s) Z:'I :B Q f i 'f',j LD 1:,' -vi Ii ., t ~' ..;'!.; Cumberland County - ~eglster ur Wl~~S One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/14/2007 SNELBAKER RICHARD C 44 W MAIN ST MECHANICSBURG, PA 17055 RE: Estate of PENNER ROBERT H File Number: 2001-00093 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/22/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) r ':; . f 1 r 1";.f '...'..J .: i . i,,' {-II!' 'r J i .\,; L r-\ ,"-UllUJt:L.lana LOunty - Register Ot Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/14/2007 PENNER MARY M 6211 WHITEHILL DRIVE MECHANICSBURG, PA 17050 RE: Estate of PENNER ROBERT H File Number: 2001-00093 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/22/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel r......, .' I 1" J o 2:l . i :;: \J f ! ~ f 1\ /' ) Court of Common Pleas of Cumberland County In Orphans' Court Division STATUS REPORT UNDER RULE 6.12 Name of Decedent: Robert H. Penner Date of Death: May 22, 2000 Will No. Admin. No. 2001-00093 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 X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete December 2007 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: ~J-s:JkJ(J7 Signature t-- r IIP~ / ' Kent H. Patterson Name (Please type or print) 221 Pine Street Harrisburg, PA 17101 Address ~,:1 , i....... ~ (717) 238-4100 Tel. No. Capacity: Personal Representative X Counsel for personal representative ~ .~,.,~~."." .. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) use a blank block to separate words REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ~\ COUNTY COOE t- Z W C W o W C Pen n e r Rob e r t H OFFICIAL USE ONLY '6 \ 6092:> YEAR NUMBER SOCIAL SECURITY NUMBER DATE OF BIRTH o 6 /2 7 /1 9 1 7 I- Z W C Z o ll.. Ul W 0:: 0:: o U TELEPHONE NUMBER (717) 238-4100 Harrisbur , PA 17101 DATE OF DEATH 1 7 2 -0 1 -1 0 0 6 o 5 /2 2 /2 0 0 0 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER THIS RETURN MUST BE FILED IN DUPLICATE WITH THE Penner, Mary M. 1 6 4 - 3 0 - 3 1 9 9 REGISTER OF WILLS 00 1. Original Return 0 2. Supplemental Return 0 3. Remainder Return (date of death prior to 12-13-82) o 4. Limited Estate 0 4a. Future Interest Compromise (date of death after 12-12-82) 0 5. Federal Estate Tax Return Required 00 6. Decedent Died Testate (Attach copy of Will) 0 7. Decedent Maintained a Living Trust (Attach copy of Trust) _ 8. Total Number of Safe Deposit Boxes o 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 0 11. Election to tax under Sec. 9113(A) (Attach Sch 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Kent H. Patterson 221 Pine Street FIRM NAME (If Applicable) W I- ~ :!;Ul UO::~ wll..U J:oo uO::....I ll..1II ll.. c( z o i= ~ ..J :) !::: Q. ~ o w D:: z o i= ~~ ....;:) a. :::E o U 1. Real Estate (Schedule A) (1) (2) (3) (4) (5) (6) (7) 6 OFFICIAL USE ONLY o r~......) ~O ~ :.'; ~ ::D <.__ , " c:: _I.:~~~ Z "r' \') 0 " "C"Tl ...... ( ) r- ..... -L~ __'~'_'=-.:;.('~ ::;p 5--1 6 9" 8 .;: -=, '1' 2 ----- , N +JjO,.: --..J ' i 2. Stocks and Bonds (Schedule B) 9 ,2 7 7 6 1 1 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 7 o 0 o 5 6 9 8 1 2 2 4 7 , 0 o 3 (8) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) (10) 5 6 ,9 8 1 o 2 2 o o 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) (11) o o o 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (12) (13) (14) o o o 15. Amount of line 14 taxable at the spousal tax rate See instructions on reverse side for applicable percentage 16. Amount of line 14 taxable at 6% rate 17. Amount of line 14 taxable at 15% rate 5 6 9 8 1 2 2 x O. (15) > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer othel than the personal representative is based on all information of which preparer has any knowledge. SIGNAT E OF PER ON RE P I OR FI G RETURN ADDRESS 221 Pine Street Harrisbur ADDRESS X .06 (16) (17) (18) X .15 18. Tax Due 19. PA 17101 7E -~f)C70 7 DATE ~ o d I C Add ece ents omplete ress: STREET ADDRESS 6211 Whitehill Drive CITY I STATE I ZIP Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 18) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 0.00 Total Credits (A + 8 + C) (2) 3. Interest/Penally if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 19 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) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .............................................................. D 00 b. retain the right to designate who shall use the property transferred or its income; ................. D 00 c. retain a reversionary interest; or .............................................................................................. D 00 d. receive the promise for life of either payments, benefits or care? ........................................... D 00 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................................................................................... D 00 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ....................................................................................................................... D 00 4. Did decedent own an individual retirement account, annuity, or other non-probate property? ..... 00 D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN 72 P.S. 99116 (a) (1.1) (i) provided for the reduction of the tax rate imposed on the net value of transfers to or for the use of the surviving spouse from 6% to 3% for dates of death on or after July 1, 1994 and before January 1, 1995. 72 P.S. 99116 (a) (1.1) (ii) provided for the reduction of the rate imposed on the net value of transfers to or for the use of the surviving spouse from 3% to 0% for dates of death on or after January 1, 1995. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. FOR DATES OF DEATH ON OR AFTER JANUARY 1,1995. Please answer the following question by placing an "x" in the appropriate space. Did the decedent create a trust or similar arrangement which is soley for the surviving spouse's benefit for his or her entire lifetime? Yes D No 00 If you answered yes to the above question, the tax on the trust or similar arrangement is postponed until the death of the second spouse, at which time it will be fully taxable at the rate(s) applicable to the remainder beneficiary(ies). Enter the value of the trust on Schedule J, Part II, in order to remove it from the calculation of the tax due in this estate. You may wish to file Schedule 0 in order to make the election available under Section 9113. If the election is made, the trust or similar arrangement is taxed in the estate of the first decedent spouse, the portion of the trust or similar arrangement which benefits the surviving spouse is taxed at the zero tax rate, and the remainder is taxed at the rate(s) applicable to the remainder beneficiary(ies). If you choose to make the election, you must attach Schedule 0 to a timely-filed tax return, along with Schedule(s) K and/or M in order to show the apportionment of the trust or similar arrangement between the surviving spouse and the remainder beneficiary(ies). .",~w"." .- COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN I NT SCHEDULE B STOCKS & BONDS ESTATE OF Penner. Robert H. All property jointly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER ITEM NUMBER 1. DESCRIPTION 100 shares of PPL Corporation stock @ $24.25 per share VALUE AT DATE OF DEATH 2,412.50 2. 284.564 shares of PPL Corporation stock (in dividend reinvestment plan) @ $24.125 per share 6,865.11 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 9,277.61 ~.:'n~'".".. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Penner. Robert H. 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. FILE NUMBER ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 700.00 1982 Mazda sedan TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 700.00 . ~:"...."m,. '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Penner. Robert H. FILE NUMBER This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NUMBER ATTACH A copy OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 1. American Express 10,355.12 100. 10,355.12 Account #01126579264/5/002 (beneficiary - Mary M. Penner, spouse) 2. American Express IRA 29,418.54 100. 29,418.54 Account #03056579264/2/002 (beneficiary - Mary M. Penner, spouse) 3. American Express IRA 7,229.95 100. 7,229.95 Account #00050543747/2/021 (beneficiary - Mary M. Penner, spouse) TOTAL (Also enter on line 7, Recapitulation) $ 47,003.61 (If mnr" Cm::lr" i" n<><>ti"n in""rt ::lrlrlitinn::ll <:h""t<: nf th" <:::lm" <:i7"\ . ~.""".,,..,. '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Penner \UUCI H. RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. Mary M. Penner spouse 100% 6211 Whitehill Drive Mechanicsburg, PA 17050 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - 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) LAST WILL AND TESTAMENT OF ROBERT H. PENNER I, ROBERT H. PENNER, of 6211 Whitehall Drive, Hampden Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking and making void any and all former Wills and Codicils made by me at anytime hereunto. ITEM I I hereby direct my hereinafter named Personal Representative to pay all of my debts, funeral expenses, inheritance taxes and estate taxes as soon after my death as may be found convenient. ITEM II - All the rest, residue and remainder of my Estate, whether real, personal or mixed, of whatsoever nature and kind and wheresoever situate, I give, devise and bequeath unto my wife, MARY M. PENNER, if she survives me by thirty (30) days. ITEM III - In the event Mary M. Penner does not survive me by thirty (30) days, then I give, devise and bequeath all the rest, residue and remainder of my Estate to my daughter, KATHY L. PENNER, but if my daughter should also predecease me, then to her surviving issue, per stirpes. ITEM IV - In the event any child of Kathy L. Penner should be under the age of twenty-five (25) years at the time he or she would be otherwise entitled to distribution under this Will, Page One of Seven then the share of such Beneficiary shall be held in trust for the following purposes: A. I appoint KENT H. PATTERSON as Trustee. If Kent H. Patterson should predecease me or otherwise be unable to serve as Trustee, then DAUPHIN DEPOSIT BANK AND TRUST COMPANY shall act as Trustee. B. The Trustee shall use so much of the principal and income as, in his sole discretion, is deemed appropriate for the support, maintenance, medical care and education (including post-high school education) of said Beneficiary, after taking into consideration other resources available to the Beneficiary, including other sources of income, student loans and available public funds or grants. C. When said Beneficiary reaches the age of twenty-five (25) years, the Trustee shall distribute all of the then remaining principal and undistributed income in the Trust Account to the Beneficiary, thereby terminating the Trust. D. In the event said Beneficiary should die prior to the time set for distribution of the Trust, then the remaining balance in the Trust shall be distributed to his or her issue, per stirpes, but in default of any such issue, then the share of such deceased Beneficiary shall be distributed among the then surviving issue of .Kathy L. Penner, per stirpes. If at that time, any such issue of Kathy L. Penner shall have monies held in trust under the provisions of this Item of the Will, then distribution shall be to Page Two of Seven said Trust. If there should be no issue of Kathy L. Penner then surviving, then distribution shall be pursuant to Item V below. E. The Trustee is hereby given full power to invest any trust funds which he received under this Will in such real or personal property as, in his sole discretion, is deemed advisable, and such investment authorization shall not be limited by any statutory or common law rules relating to the investment of trust funds. The Trustee shall also have the power, in his sole discretion, to terminate one or more of the trust funds created hereunder if, in his discretion, such funds become so small as to be impractical to be further administered. Under suchcircuinstances, the Trustee may, in his discretion, distribute the funds to the Beneficiary then entitled to the income or, in his discretion may place the funds in an interest bearing account at a bank or savings and loan association. F. No interest of any Beneficiary,under this Trust, including remainder interests in income or principal, shall be subject to assignment, alienation, pledge, attachment or claim of creditors until after paYment has actually been made by the Trustee to the Beneficiary. ITEM V - In the event I am not survived by my wife, my daughter or any issue of my daughter, then I give, devise and bequeath the rest, residue and remainder of my Estate in equal shares to my sister, SHIRLEY M. PENNER, and my wife's niece, KAREN M. FRASER, or to the survivor of them. Page Three of Seven ITEM VI - My Personal Representative and Trustee shall have the following powers and discretion, both as to principal and income, in addition to those granted by law and by other provisions under this Will, which shall be exercised without court approval and in the interest of the beneficiaries: A. To retain any or all of the assets of my Estate, real or personal, including stock of my corporate fiduciary, or of its parent holding company. B. To invest in all forms of property, including stock, common trust funds and mortgage investment funds whether operated by my corporate fiduciary or others, as they deem proper. C. To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms and conditions as they deem proper. D. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper, in their sole discretion. E. To borrow from, or to sell to my Trustee, even though such trustee may be my Executor. F. To make distribution in cash or kind, or partly in each. ITEM VII I hereby appoint my wife Mary M. Penner as Executrix of this my Last Will and Testament. In the event my wife should predecease me or otherwise be unable to serve, then I appoint Kent H. Patterson as Executor, but if he should predecease Page Four of Seven me or otherwise be unable to serve, then I appoint Dauphin Deposit Bank and Trust Company as Executor. ITEM VII I direct that my Personal Representative and Trustee shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this /; J!;..- day of ~ 1993. "\~ ROBERT H. PENNER Page Five of Seven Signed, sealed, published and declared by the above Testator, ROBERT H. PENNER, as and for his Last Will and Testament, in our presence, who, at his request, in his presence and in the presence of each other, we believing him to be of sound mind and memory, have hereunto subscribed our names as witnesses. ~/~ / ~C~ of of ). J ( Pl/v~ ~ ~~~r4/7AY/ 2. 2/ ,P~ J~ ~;P4 /7/",- / Page Six of Seven COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We, ROBERT H. PENNER, Testator, ~e\lt \\ \bt\P"\~(} and \'i\~c~ \ ~. 1)~ \ \ rf\ , witnesses, respectively whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority, the Testator signed and executed the instrument as his Last Will and Testament and that he signed it 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 witnesses and that to the best of their knowledge, the Testator was, at that time, eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. ~~~ R~ H. PE~ Th~ I ., . ~tC~ Subscribed, sworn to and acknowledged before me, by ROBERT H. PENNER, the Testator, and subscribed and sworn to before me by ~Q.'\\ b \-\. ~p ~O and <<\', C~~ \ ~. l)\' ) \ oJ, witnesses, this l6)tn day of ~\\ , , 1993. NOTARIAL SEAL I<IM8ERL Y A. SIDES. Notary Public Harrisburg. Dauphin County Mv CommiSSion E;(o>res Oc~ct>>-r 2. 1995 j{, ,<<1'10 R~ \\. 0\ ~Q 1) My Commis on Expires: Page Seven of Seven INVENTORY , Deceased No. 2001 - 00093 Date of Death 5/22/00 Social Security No. 172-01-1006 Estate of Robert H. Penner also known as Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. 1.0. No.: 15307 Personal Representative: L--fi~~ f~ Da~d ~ ')0;7 Name of Attorney: Kent H. Patterson Address: 221 Pine Street Harrisburg, PA 17101 Telephone: (717) 238-4100 Description 100 shares of PPL Corporation stock @$24.125 per share Value 2,412.50 284.564 shares of PPL Corporation stock (in dividend reinvestment plan)@$24.125 per share 6,865.11 1982 Mazda sedan 700.00 (j c:;::;o ,c,5:;g :J~g ~:o ~ c./) ^ ~_.C)O O-n :n o-~ J:> r-.,) c= = -.I <- c: I I W .,~1 I Tl ':-'J (~=) -:-0 n.'"J '''1"1 \.~J S ..~~ (~ --n c5 ._ ~,' :-rI -0 :It .r:- N -.J Total 9,977.61 (Attach Additional Sheets if necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 ~ Court of Common Pleas of Cumberland County In Orphans' Court Division c) So -~ ::D -'-0 i:::r:O .. >: r=;:; ~~n;~ -'C)Q Q-n :0 :::'0-; ---'" I"...;) = <= ...... '- c: r- ("J STATUS REPORT UNDER RULE 6.12 -0 :::x - .... Name of Decedent: Robert H. Penner N \.0 Date of Death: May 22, 2000 Will No. Admin. No. 2001-00093 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 X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Page 1 of 2 --) C) r I - ,---t c=S In ~ The estate was administered by the personal representative who was also the sole heir. Date: .~J)/ ;.007 (J Signature Ie- fJRd/~ I '" Kent H. Patterson Name (Please type or print) 221 Pine Street Harrisburq, PA 17101 Address (717) 238-4100 Tel. No. Capacity:___ Personal representative ~ Counsel for personal representative Page 2 of 2 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX .1-r:APPlt6,ts~ME'Nr;ALLOWANCE OR DISALLOWANCE . ~F DEDUCTIONS AND ASSESSMENT OF TAX '* DATE 09-11-2007 ESTATE OF PENNER ROBERT H DATE OF DEATH 05-22-2000 FILE NUMBER 21 01-0093 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 11-10-2007 ( See reverse side under Objections) A.ount Re.ittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF PENNER ROBERT H FILE NO. 21 01-0093 ACN 101 DATE 09-11-2007 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 1712B-0601 Z007 SEP I 7 Mi": 2 7 KENT H PATTERSON 221 PINE ST HBG 0LEr." r'- \. 111\ Jr- onpt:/, II"~' 1..'1' 'QT CU~f~~ nt'i \ ~,,_l:~~)r i le!\ PA 17101 REV-1547 EX AFP (06-05) T AX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. 3. 4. 5. 6. 7. 8. Stacks and Bands (Schedule B) Closely Held Stack/Partnership Interest (Schedule C) Mortgages/Nates Receivable (Schedule D) Cash/Bank Deposits/Mise. Personal Property (Schedule E) Jointly Owned Property (Schedule F) Transfers (Schedule G) Total Assets (1) (2) (3) (4) (5) (6) (7) .00 9.277.61 .00 .00 700.00 .00 47,003.61 (8) 56,981.22 NOTE: To insure proper credit to your account, submit the upper portion of this farm with your tax payment. APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Casts/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule 1) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Nan-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax .00 .00 (1) (2) (3) (4) .00 56,981.22 .00 56,981. 22 (9) (0) NOTE: If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due T DATE 1 NUMBER (-) OS) 56,981.22 X 00 .00 (6) .00 X 06 .00 (7) .00 X 00 .00 (8) .00 X 15 .00 (9)= .00 AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. C' ~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.