HomeMy WebLinkAbout01-0111
Blale of Florence E. Robinson
also known as
PETITION FOR PROBATE and GRANT OF LELIEkS
c1/- 0 J - II /
No.
To:
Register of Wills for the
Deceosed. County of Cumber land in the
Social Securiry No. -La ( -3:,),. SICil Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/~18 years of age or older an the exCCUt or
in the last will of the above decedent, dated DecpJnbe.r 8
and cOdicil(s) dated November 2, 2000
named
,1998
(state relevant circumstances, e.g. remmciarion, dearb of execurar. etc.)
Decendem was domiciled at dtl:l,th in __,_ CUMBERT.ANn County, Pennsylvania. with
b er last family or principal resid~nce at 1725 Warren street, New CUmberland Borough,
Cumber land County, pennsy 1 vanla
(list street, number aud mWlCipaJil)')
Decendem, then 8b years of age, died / - (~ ~ 2~ I ~.
at (.eb a,u."j,\) lOul!.u . LR io ~ P_-o. _'
Except as foHows. decedent did not nIlrry, wa& not divorced and did not have a child born or ea.10pted
after execution of t!Je 'HiII offered for probate; was not the victim of a killing and was never adju~Lcated
incompetent: _
Decendem at death owned propeny with estimated values as follows:
(If domiciled in Pa.) All personal propeny S 700,000.00
(If not domicHed in P<:!.) Personal propeny in PennsylVania S
(If not domiciled in Pa.) Personal propeny in County S
Value of real estate in Pennsylvania S 1 00. 000.00
situated as follows: 1725 Warren Sq-eet. New (]]mhPrlrmd Borouqh,
Cumberland County, pennsy 1 vanla
WHEREFORE. petitioner(s) respectfully request(s) the probate of the last will and codiciI(s)
presemed herewith and the grant of letters testamentarv
(testamentary; administration c:.LL; administration d.b.n.c:.t.a.)
theron.
120 Carol street
Npw (]lITIherland, PA 17070
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF. PENNSYLVANIA } sa
COUNTY OF CUMBERLAND
The petitioner(s} abo"le-na.'l1edswear(s) or affirm(s) that the
[rue and correct to [he best of the knowledge an . f of ' .
tative(s) of the above decedent petitioner(s) will w d t
Sworn to or affirmed and subscribed
before me this 24th day of
JANUARY . ~ 2001
~,a. ~ '-'-Ul ,P-el /!.O Jl/:h>I7..1f">/: J) <r.l/~
I " - :).0..5--- /0 Regisrel'
ents in the foregoing petition are
) d that as personal represen-
the estate according to law.
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No. 21-01-111
Estate of FIDRENCE E. ROBINSON
, Deceased -.
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JANUARY 26. 2001 NJ!: , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated December 8, 1998 AND CODICIL NOVEMBER 2, 2000
described therein be admitted to probate and filed of record as the last will of Florence E.
Robinson
and Letters Testamentarv
are hereby granted to JON F. LaFAVER
)'n~ e. ~~o.J '-I'V' t!. a.~ 11,1:'4
Kegister of Wills
FEES
Probate, Letters, Etc. ......... S
Short Certificates( q . . . . . . . . .. S
CODICIL .
JmOOIOaamOOC.EXTRA .P.GS. 4... $
JCP S 5.00
TOTAL _ S 508.50
Filed .. . JANUARY .26.,. .2001. . . . . . . . . . . . . .
445.00
36.00
i~:a~
David H. Stone
#39785
ATTORNEY (Sup. (.:1. I.D. No.)
414 Bridge St., New CUmberland, PA 17070
ADDRESS
(717) 774-7435
PHONE
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MAILED LETTERS TO ATTORNEY JANUARY 26, 2001
L~l()'; Qf\';
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. . . 21-0~-111 .
This is to certify that the information here given is correctly copied from an ongmal certificate of death dul~ filed with
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanen: filmg.
me as
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No,
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tldf'Ar/ k qf-~~'?7/~
Local Registrar (J
Fee for this certificate, $2.00
p
7174529
JANDlrJ 2001 .
10:;'. ; 4J Rev 2.'87
COMMONWEALTH OF PENNSYLVANIA' OEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
P'
... Le.ba.YlOYl
DECEDENT'S USUAL OCCUPmOH
t~wor~Ii;:::O~~:':l.:),
. II Te.a.ehvr. ,,~. EdueatioYl
DECEDENT'S "AlLING ADORESS(Sl..... C....- SlaIo. Z",~I DECEDENT'S
1725 Wdkke.Yl Stke.e.t ~~~E
New Cumbvr..f.aYld, P A ~..:.:~'":'"
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STATE f'llE NUMBER
NAME Of OECEDENTlf',~;M~~--"--'----- .-------------------- SEX
AGE (LOlli a.Moa.,.~
F.f.oke.Ylee. E. ROb~n40Yl
UNDER I YEAR UNDER 1 OW'-'
MontM Dap Houq Uinul..
86
BtRTHPlACE le..y;uw:l
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COUNTY OF DEAJH
.....s DECEDENT EVER IN
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Cumbvr..f.a.Yld
YAAlTAL STATUS._
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SUIlVIViNG SPOuSE
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211.
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PART II: omer siOnil\c:w ccndi&ions conUabubng 10 dUlh, but
noc r.$UIl1nQ in the undertytng e&UH o~ WI PART I
DUE 10 COR AS_CONSEOUENCE Of)'
d
WERE AU"IOPSY FINDINGS
NoWlABLE PRIOR 10
COMPlETKJN OF CAUSE
Of: DEATH?
MANNER OF DEATH
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DATE Of INJURY
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TIME OF INJURY
INJURY AT WORK?
DESCRIBE HO'N INJURY OCCURRED
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CERTIFIER lCt-.eck aniy one)
.CERTlfYlNG PHYSICIAN CPh'fSlCaan cerWyanq cause ~ de..1h ......u;ln ,)flOItler lJhVSIC<aI\ h.ls pJOIlOlIflCed ckalh dllO COOlpletefJ Ilem 231
To..... be.. 01 mw knowledge, death occurred due so lite uu.ef').nd manner.. ,tateel. . .
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.PRONOUNCING AND CERTIFYING PHYSICIAN CPhrs-:.an boCh ;.;MOfl()ullC,(I(J 0tl4th dnd c~ 10 cause 01 Oedlrl\
To IN beet ot my know~., death occurred at..... lime, d.'., ,loci place, and due to the C.UM(S) and manne, .. "aled..
.UEDlCAL EXA"INEAiCORONER
On the b..i. of ...min.tlon and/OI invesUgation. in my opinion, death occurr.d at the time, dete, and place, and due to Ihe CauN(s) and
manne, a. ,tated. _ . . . , . . . . . . . .. . . . . . . . .. . . . . . . . . . . . . . . . .. . . . . , , . . . . ... . . , . . . . . . , . , . . . . . . . . . ... . . . . . . . . . . . . . .. .. , . .
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ep\wills\robinson.flo\11-98
21-01-111
LAST WILL AND TESTAMENT
OF
FLORENCE E. ROBINSON
I, FLORENCE E. ROBINSON, of the Borough of New Cumberland,
Cumberland County, Pennsylvania, declare this to be my last will and
revoke any will previously made by me.
ITEM I: I direct that my Executor hereinafter named shall pay
all my just debts and funeral expenses as soon as conveniently may be
done after my decease.
ITEM II: I hereby make the following bequests:
A. Five Thousand ($5,000.00) Dollars to GREGORY JEFFRIES of
95 Brompton Road, Hummelstown, PA.
B. Five Thousand ($5,000.00) Dollars to EDITH SHEAFFER.
C. Five Thousand ($5,000.00) Dollars to ED ABOLINS of 432
Park Side Road, Camp Hill, PA.
D. Five Thousand ($5,000.00) Dollars to RICHARD B. UBER of
2 Commercial Drive, Camp Hill, PA.
E. Five Thousand ($5,000.00) Dollars to my step-grandson,
TIMOTHY DOUGLAS PIERSON.
Page 1 of 4
F. Five Thousand ($5,000.00) Dollars to my step-granddaugh-
ter, KIMBERLY DARON PIERSON.
G. Ten Thousand ($10,000.00) Dollars to the MOUNT CALVARY
EPISCOPAL CHURCH of Camp Hill, PA.
H. Ten Thousand ($10,000.00) Dollars to the HUMANE SOCIETY
WEST SHORE SHELTER.
ITEM III. All the rest, residue and remainder of my estate,
whether real, personal or mixed, and wheresoever situate, I hereby
give, devise and bequeath to my step-daughter, MARTHA SUE PIERSON, or
her issue, per stirpes.
ITEM IV: I appoint JON F. LaFAVER Executor of this my last will.
Should JON F. LaFAVER fail to qualify or cease to act as Executor, I
appoint DAVID H. STONE, Executor of this my last will.
ITEM V:
No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of his/her duties
ln any jurisdiction.
IN WITNESS WHEREOF, I, FLORENCE E. ROBINSON, have hereunto set my
hand and seal this
fY:J.
day of
f-)
). .P." i7 IYy1 f '-'U.. /
, 1998.
/:'-' ~ ~.
::;)- LJ}- ~ ~ JJ~..~- ~~
FLORENCE E. ROBINSON
Page 2 of 4
SIGNED, SEALED, PUBLISHED and DECLARED by FLORENCE E. ROBINSON,
the Testatrix above named, as and for her Last will and Testament, and
in the presence of us, who at her request, in her presence and in the
presence of each other, have subscribed our names as witnesses.
~ '-/P. ifaj'(j~
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ACidress
I1c~..>C~..,.l A~ "A .- ~~
Address
COMMONWEALTH OF PENNSYLVANIA)
)
COUNTY OF CUMBERLAND )
SS.
I, FLORENCE E. ROBINSON, the Testatrix whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
this instrument as my Last Will; that I signed it willingly and that I
signed it as my free and voluntary act for the purposes therein
contained.
'--- . ."
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_ 4---F .LJi' t" ~ /' e .---... C.. 7 / o--.u.~.~
FLORENCE E. ROBINSON
Sworn to
or affirmed to and acknowledged before me by
f~ day of ~_/
~.'XK~-
Notary Public
FLORENCE E.
ROBINSON, the Testatrix, this
, 1998.
-
I
CONSTA/lc~rcRIAL SEAL 7
l MyNew Cumberland ~L~ Notary PUblic
~ Commission &"1 umberland Co.
...!..6S AprIl 13, 1999 j
-
Page 3 of
4
COMMONWEALTH OF PENNSYLVANIA)
) SS.
COUNTY OF CUMBERLAND )
We, ;{a'f e r;:> 1-1.< r I-< ej
the witnesses, whose names are signed to the attached or foregoing
and
~l~ {-\. ~..vt.
instrument being duly qualified according to law, do depose and say
that we were present and saw Testatrix sign and execute the instrument
as her Last Will; that Testatrix signed willingly and that she exe-
cuted it as her free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of the Testatrix
signed the will as witnesses; that to the best of our knowledge, the
Testatrix was at the time eighteen years of age or more, of sound mind
and under no constraint or undue influence.
Sworn or affirmed to by
J{J if e (~ . Lucio(/'" 'J ~ and ~tl
(
witnesses, this JJ day of , 1998.
NOT.ARIAL SEAL
CONSTANCF . J(ARU, Notary Public
New Cumt~:; I:,!, Cumberland Co.
My CommlsslOll u;riliOS April 13, 1999
Notary Public
Page 4 of 4
21-01-111
CODICIL TO THE LAST WILL AND TESTAMENT
OF
FLORENCE E. ROBINSON
I, FLORENCE E. ROBINSON, of New Cumberland, Pennsylvania
being of sound mind, memory and understanding, do hereby make,
publish and declare this as and for a Codicil to my Last will and
Testament, dated December 8, 1998.
I.
I hereby add the following provisions to Item II of my Last
will and Testament aforesaid:
I. I hereby give and bequeath the sum of Fifteen Thousand
Dollars ($15,000.00) unto my friend Earl Ferguson
of Brandt Avenue in New Cumberland, Pa.
J. I hereby give and bequeath the sum of Five Thousand
Dollars ($5,000.00) unto the New Cumberland Library
and Cultural Foundation in New Cumberland, Pa.
II.
All provisions of my Last Will and Testament aforesaid shall
remain in full force and effect, amended only by this Codicil.
IN WITNESS WHEREOF, I, FLORENCE E. ROBINSON, the Testatrix,
have unto this Codicil set my hand and seal this ~~day of
November, 2000.
~~-~ -' -I?-t-4- -'~
F orence E. Ro inS-on
..
..
SIGNED, SEALED, PUBLISHED AND DECLARED by Florence E. Robinson as
and for a Codicil to her Last will and Testament in the presence
of us, who at her request, in her presence, and in the presence of
each other, have subscribed our names as witnesses.
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,.
21-01-111
REGISTER OF WILlIS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
Jon F. IaFaver and Janeen S. LaFaver
codicil
(adt) a sUbscribing witness to the ~ presented herewith, (UlRt) being duly qualified according to
law, depose(s) and say(s) that they were present and saw
Florence E. Robinson
the testurix , sign the same and that they
request of testar rix in 11 pr presence and (in the presence of ea
other sUbScribiog witness(es)). ~
signed as a witness at the
oth r) (in the presence of the
Sworn to or affirmed an~ subscribed before
me this / Is, YIi day of
~.A.t;; XW 2001
<(ndf- ~. 51"Ja~ .
RegIster
NOTARIAL SEAL
KAYE R. LUCKEY. Notary Public
New Cumberland Bora. Cumberland Co.
My Commission Expires March 27, 2001
(Name) Jon F. IaFaver
120 Carol st., New Cumberland, PA 17070
~~.~
(Name) Janeen S. IaFaver
120 Carol St., New Cumberland, PA 17070
(Address)
./
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto. (each) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of
codicil
win
testat
of (one of the subscribing witnesses to) the
presented herewith and
codicil
believes tbe signature on tbe will is in the handwriting of
that
to the best of
knowledge and belief.
(Name)
(Address)
Register
(Name)
(Address)
CERTIFICATION OF NOTICE UNDER RULE 5.6(a}
Name of Decedent: Florence E. Robinson
Date of Death:
January 12, 2001
Will No.
2001-00111
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
February I, 2001.
Gregory Jeffries
95 Brompton Road
Hummelstown, PA 17036
Ed Abolins
432 Park Side Road
Camp Hill, PA 17011
Timothy D. Pierson
% Martha Sue Pierson
104 Spring Ridge Drive
Berkeley Heights, NJ 07922
Martha Sue Pierson
104 Spring Ridge Drive
Berkeley Heights, NJ 07922
New Cumberland Library
and Cultural Foundation
414 Bridge Street
New Cumberland, PA 17070
Humane Society of Harrisburg
West Shore Chapter
Sinclair & Eppley Roads
Mechanicsburg, PA 17055
Edith Sheaffer
795 Ridge Road
Lewisberry, PA
17339
Richard B. Uber
2 Commercial Drive
Camp Hill, PA 17011
Kimberly D. Pierson
% Martha Sue Pierson
104 Spring Ridge Drive
Berkeley Heights, NJ 07922
Earl Ferguson
914 Brandt Avenue
New Cumberland, PA 17070
Mount Calvary Episcopal Church
125 North 25~ Street
Camp Hill, PA 17011
Area, Inc.
Notice has now been given to all
Rule 5.6 (a) .
Date:
?, t -~\
Capacity:
persons entitled thereto under
.d{
David~ne, Esquire
414 Bridge Street
New Cumberland, PA 17070
717-774-7435
Personal Representative
x
Counsel for Personal
Representative
STONE LAFAVER & SHEKLETSKI
ATTORNEYS AT LAW
DAVID H. STONE
GERALD J. SHEKLETSKI
ELIZABETH B. STONE
414 BRIDGE STREET
POST OFFICE BOX E
NEW CUMBERLAND. PA 17070
www.stonelaw.net
OF COUNSEL
CHARLES H. STONE
JON F. LAFAVER
TELEPHONE (717) 774-7435
FACSIMILE (717) 774-3869
April 12, 2001
Register of wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
RE: Estate of Florence E. Robinson
No. 21-01-0111
Greetings:
Enclosed please find Estate Check No. 1010 in the amount of
$36,000.00 on account of inheritance taxes in the above captioned
estate. Please note the timely postmark of this correspondence.
Very truly yours,
STONE LaFAVER & SHEKLETSKI
1~
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Enclosure
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No.AA 478280 REV-1162 EX (11-96)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RECEIVED FROM:
I
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
STONE DAV I D HE(;N
414 BRIDGE STREET
1 () 1
$36.000.00
NEW CUMBERLAND, PA
17070
FOLD HERE
FOLD HERE
ESTATE INFORMATION:
FILE NUMBER
21-2001-'()111
SSN 181-32-5197
NAME OF DECEDENT (LAST) (FIRST)
ROBINSON FLORENCE E
DATE OF PAYMENT
'~/16/2001
POSTMARK DATE
4/12/2001
(MI)
COUNTY
CUMBERLAND
$36.000.00
TOTAL AMOUNT PAID
DATE OF DEATH
t/12/2001
REMARKS .- L -
C/O DAVID H
CHECK*" 1010
SEAL
Cl.J
RECEIVED BY
r"lAHV C.
REGISTER OF/WILLS
~ ~, t' . / "'V (,) ~
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REGISTER OF WILLS
--------------------~-----------------------
"
/b--~{)6- Ie
~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REY-16D1 EX AFP 'Dl-D2l
'02 J\fJI< 29
P 3 ~22
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-08-2002
ROBINSON
01-12-2001
21 01-0111
CUMBERLAND
101
FLORENCE
E
DAVID H STONE ESQ
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
,
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p~ll't114J10
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i60-f-i3f-iFP--foY:02Y------...-fNHERiYANCE--TA3f-sTA-fEME-N'T-OF'-Accouiif--.-..---------------------
ESTATE OF ROBINSON FLORENCE E FILE NO. 21 01-0111 ACN 101 DATE 04-08-2002
THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW
IS A SU""ARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAY"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-07-2002
P R I N C I PAL TAX DUE: ._..._..__...m_mnn__mmmmmn_n_n__________________________m________n__mmmmmn_mm_nmm.._m..m..nn._.n.n.n.nnn....n.n.n.n.n..........................................
43,438.09
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
*** SUMMARY OF ALL 005 PAYMENTS ***
03-20-2002 1,894.74 .00
03-20-2002 12.54- 41,555.89
TOTAL TAX CREDIT 43,438.09
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
;IE IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. )
€
.--
IN THE MATTER OF THE ESTATE OF
FLORENCE E. ROBINSON, DECEASED
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 2001-00111
ENTRY OF APPEARANCE
Please enter the appearance of the undersigned in this case for
Earl Ferguson (legatee).
YOFFE & ~OFFE, P.C.
/ . ~{{ I. ,-. I}
By '...., -~i vI l L..lI-;
NORMAN M. YOFFE, ESQUIRE
Attorney for Earl Ferguson
214 Senate Avenue, Suite 203
Camp Hill, PA 17011
(717) 975-1838
Attorney ID No. 07135
Ferguson\robinson\entry
-
~
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
'L
J
51:
"
Jon F. LaFaver
is the Executor
according to law, deposes and says that he
of the Estate of Florence E. Robinson
late of -Rew _.CJ!ml;>gr_lc:!n_(LJ~QrQJJ..g~--- , Cumberland CountY, Pa., deceased and that the
within is an inventory made by .Tnn F T.r1F;:nTPr , the said F.x~("!ll+nr
of the entire estate of said decedent, consisting of all the personal prop~rty 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.
being duly
sworn
19
l~~~-
120 Carol Street
and subscribed before me,
New Cumberland, PA 17070
J
Addr.ss
Date of Death
12
01
2001
Day
Month
Y.ar
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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Inventory of the real and personal estate of
.;
Florence E. Robinson
Inventory
Estate of Florence E. Robinson
FDom 01/12/00 To 10/05/01
Description
Acc:rued Interest
Checking Accounts
PNe Bank-Checking Acct.
2.21
Savings Accounts
M&T Bank-Savings Acct.
MJney Market Accounts
fulton Bank-MJney Market Acct.
9.91
5.20
COli cron Stocks
Prudential See. Inc. -0) BK & 1R
Prudential See. InC.l-Bank New York
Prudential See. Inc. - Blackrock
Prudential See. Inc. -Delphi Auto
Prudential See. Inc. -Dreyfus Strong
Prudential Sec. Inc. -Eleetronic
Prudential Sec. Inc. -First Aus/PT:
Prudential See. Inc. -0) First USA
Prudential See. Inc. -fulton Fincl
Prudential Sec. Inc. -General MJtors
Prudential See. Inc. -General MJtors
Prudential See. Inc.-Kerrper US Mtge
Prudential See. Inc. -MFS Inter Inc
Prudential Sec. Inc. -UI'S MITF 96
Prudential See. Inc. -UI'S MITF 126
Prudential See. Inc. -UI'S MITF PA
Prudential See. Inc. - PP&L Corp
Prudential See. Inc. -urs PA IMIT
deceased
~
Value Total
10, 791. 96
II 26,692.46
I
I
!
8,46 .48
15,000.00
14,364.98
3,018.75
7, 721.19
19,525.00
2,202.50
25,980.48
11,000.00
12,802.19
42,300.00
862.20
37,023.15
6,812.50
2,371.30
2,040.10
7,076.09
14,375.00
3,754.00
Inventory
Estate of Florence E. Robinson
( From 01/12/00 To 10/05/01
Description AcCIUed Interest Value Total
Pl:udential Sec. Inc. -UTS PA IMIT 1,213.30
Prudential Sec. Inc. -UTS PA IMIT 1,367.60
Pl:udenital Sec. Inc. -UTS PA IMIT 8,532.10
Pl:udential Sec. Inc. -UTS PA IMIT 4,807.70
Pl:udential Sec. Inc. -UTS PA IMIT 4,109.80
Pl:udential Sec. Inc. -UTS PA IMIT 10,945.00
Pl:udential Sec. Inc. - Pl:u Muni Fd Cl 34,614.29
Prudential Sec. Inc. - Pl:u Muni Fd Cl 41,514.40
Pl:udential Sec. Inc. - Pnl. Int I 1 Bond 9,225.00
Prudential Sec. Inc. -Raytheon Co 1,685.06
Prudenital Sec. Inc. - U3I Corp 37,600.00
Prudential Sec. Inc. -Van Kanpen Am 9,375.00
Prudential Sec. Inc. -Van Kanpen Am 8,828.44
Prudential Sec. Inc. - Pl:u M::meymart 8,964.00
Wellington Fund 29,796.00
------------
440,807.12
Federal Notes and Bonds
34 US Series HH Savings Bonds 100,500.00
Certificates of Deposit
Allfirst-Cert. of Deposit 18.84 10,018.84
Fulton Bank-Cert. of Deposit 16.51 10,016.51
Fulton Bank-Cert. of Deposit 12.99 5,012.99
Ful ton Bank-Cert. of Deposit 54.88 15,054.88
Fulton Bank-Cert. of Deposit 12.99 10,012.99
2
I
Inventory
Estate of Florence E. Robinson
FDam 01/12/00 To 10/05/01
D:scription Acc:rued Interest Value Total
Fulton Bank-Cert. of D:posit 38.26 10,038.26
Fulton Bank-Cert. of D:posit 29.73 10,029.73
Ful ton Bank-Cert. of D:posit 71.46 20,071. 46
PNC Bank-Cert. of D:posit 39.98 10,039.98
PNC Bank-Cert. of D:posit 21.63 15,021. 63
PNC Bank-Cert. of D:posit 27.52 7,027.52
PNC Bank-Cert. of D:posit 21.37 15,021. 37
mc Bank-Cert. of D:posit 36.47 10,036.47
PNC Bank-Cert. of D:posit 47.67 10,047.67
PNC Bank-Cert. of D:posit 42.21 15,042.21
PNC Bank-Cert. of D:posit 8.38 10,008.38
M&T Bank-Cert. of D:posit 28.15 10,028.15
M&T Bank-Cert. of D:posit 6.74 5,006.74
M&T Bank-Cert. of D:posit 39.15 10,039.15
M&T Bank-Cert. of D:posit 64.83 15,064.83
M&T Bank-Cert. of D:posit 41.61 10,041. 61
M&T Bank-Cert. of D:posit 20.09 5,020.09
------------
237,701.46
Residences
Property located at 1725 Warren St. 117,000.00
Household Gocx:is & Fumishings
Household furnishings at appraised 4,642.00
Misc. Personal Property
1984 Ford Sedan 500.00
3
.
f
Description
Refunds
Connt:ry Meadows - ref1IDd
Carcast-ref1IDd
Inventory
Estate of Florence E. Robinson
From 01/12/00 To 10/05/01
Accrued Interest
GE Capital Assoc. -premium ref1IDd
US Trea8ll1Y-incare tax ref1IDd
PAWC-ref1IDd
Travelers Ins. -ref1IDd
US Tre~-tax relief rebate
Caronwealth of PA
4
Value
595.98
26.58
713.91
829.00
11.32
78.00
300.00
821.48
Total
3,376.27
950,472.75
------------
------------
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
STONE DAVID HEAN
414 BRIDGE STREET
NEW CUMBERLAND, PA 17070
-------- fold
ESTATE INFORMATION: SSN: 181-32-5197
FILE NUMBER: 21-2001- 0111
DECEDENT NAME: ROBINSON FLORENCE E
DATE OF PAYMENT: 10/11/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/12/2001
NO. CD 000376
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4,866.55
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: JON F LAFA VER
C/O STONE ET AL
CHECK# 1027
SEAL
INITIALS: DO
RECEIVED BY:
REGISTER OF WILLS
$4,866.55
MARY C. LEWIS
REGISTER OF WILLS
STONE LAFAVER & SHEKLETSKI
ATTORNEYS AT LAW
DAVID H. STONE
GERALD J. SHEKLETSKI
ELIZABETH B. STONE
414 BRIDGE STREET
POST OFFICE BOX E
NEW CUMBERLAND. PA 17070
www.stonelaw.net
December 20, 2001
OF COUNSEL
CHARLES H. STONE
JON F. LAFAVER
TELEPHONE (717) 774-743!5
FACSIMILE (717) 774-3869
Larry Szollosy, Tax Examiner
Inheritance Tax Division
Department of Revenue
Bureau of Individual Taxes
Dept. 280601
Harrisburg, PA 17128-0601
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RE: Estate of Florence Robinson
File No. 21-01-0111
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Dear Mr. Szollosy:
Per our telephone conversation, I am enclosing substitute
pages for the Inheritance Tax Return as follows: Substitute pages 1
and 2, a substitute page 3 of Schedule E, substitute Schedule J,
Part 1, and substitute Schedule J, Part 2.
I have also enclosed a copy of a date of death letter for
First Union which should be added to the exhibits of the return.
These are being forwarded to you because of the discovery of
an additional assets, to wit: Certificate of Deposit at First Union
with a date of death balance of $7,000 and Certificate of Deposit
at First Union with a date of death balance of $8,000.
By copy of this letter to the Register of Wills, I have
forwarded a new inventory and additional tax payment in the amount
of $676.81.
Thank you for your attention to this matter.
further information, please contact me.
If you need any
Very truly yours,
STONE LaFAVER & SHEKLETSKI
. Stone
DHS/krl
Enclosures
cc: Register of Wills, Cumberland County
,
Inventory of the real and personal estate of
.
Florence E. Rbbinson deceased
--
Invento:ry
Estate of Florence E. Robinson
FDom 01/12/00 To 12/19/01
Description Accrued Interest Value Total
Checking Accounts
PNC Bank-Checking ACct. 2.21 J 10,791 .96
I
Ii
Savings Accounts !
M&T Bank-Savings Acct. 9.91 i 26,692 .46
I
Money Market Accounts
II
Ful ton Bank-Money Market Acct. 5.20 ji 8,461 .48
Canmn Stocks I
II
Prudential Sec. Inc. -CD BK & 1R 15,000.00
-I
P.rudential Sec. Inc. -Bank New York 14,364.98 'I
Prudential Sec. Inc. -Blackrock 3,018.75 II
Prudential Sec. Inc. -Delphi Auto 7,721.19 j
P.rudential Sec. Inc. -Dreyfus Strong 0c~, 525d'0 :IJ
:: ~
Fi.~ x -' ('t
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Prudential Sec. Inc. -Electronic T: 2, 202aO -. "''''1:
,,, S~
c:J 1,,:,/
Prudential Sec. Inc. -First Aus/Pr 25, 980r--i8 (::~
0\
Prudential Sec. Inc. -CD First USA ll,OOO-;-fjO
w C
P.rudential Sec. Inc. -Fulton Fincl 12-" 802 ~9
P.rudential Sec. Inc. -General Motors 42,300.00
Prudential Sec. Inc. -General Motors 862.20 !
Prudential Sec. Inc.-Kerrper US Mtge 37,023.15
Prudential Sec. Inc. -MFS Inter Inc 6,812.50
Prudential Sec. Inc. -UI'S MITF 96 2,371.30
Prudential Sec. Inc. -urs MITF 126 2,040.10
Prudential Sec. Inc. -urs MITF PA 7,076.09
P.rudential Sec. Inc. - PP&L Corp 14,375.00
-
Prudential Sec. Inc. -urs PA IMIT 3,754.00
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I
j
55:
Jon F. LaFaver
being duly
sworn
according to law, deposes and says that he
of the Estate of Florence E. Robinson
is the Executor
late of -New -Cumberl.and Borough- n_____ , Cumberland County, Pa., deceased and that the
. h" . t d b Jon F. LaFaver th 'd Executor
Wit In IS an Inven ory ma e y "' e sal
of the entire estate of said decedent, consisting of all the personal propc!rty 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.
19
and subscribed before me,
120 Carol Street
New Cumberland, PA 17070
Address
Date of Death
12
Day
01
Month
2001
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV. Fiduciaries Act of 1949.
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Inventory
r Estate of Florence E. Robinson
From 01/12/00 To 12/19/01
Description Accrued Interest Value Total
Prudential Sec. Inc. -UI'S PA IMIT 1,213.30
Prudential Sec. Inc. -UI'S PA IMIT 1,367.60
Prudenital Sec. Inc. -UI'S PA IMIT 8,532.10
Prudential Sec. Inc. -UI'S PA IMIT 4,807.70
Prudential Sec. Inc. -UI'S PA IMIT 4,109.80
Prudential Sec. Inc. -UI'S PA IMIT 10,945.00
Prudential Sec. Inc. - Pru Muni Fd Cl 34,614.29
Prudential Sec. Inc. - Pru Muni Fd Cl 41,514.40
Prudential Sec. Inc. - Pru Int '1 Bond 9,225.00
Prudential Sec. Inc. - Raytheon Co 1,685.06
Prudeni tal Sec. Inc. -001 COIp 37,600.00
Prudential Sec. Inc. -Van Karrpen Am 9,375.00
Prudential Sec. Inc. -Van Karrpen Am 8,828.44
Prudential Sec. Inc. - Pru M::>neymart 8,964.00
Wellington Fund 29,796.00
------------
440,807.12
Federal Notes and Bonds
34 US Series HH Savings Bonds 100,500.00
Certificates of Deposit
Allfirst-Cert. of Deposit 18.84 10,018.84
Fulton Bank-Cert. of Deposit 16.51 10,016.51
Fulton Bank-Cert. of Deposit 12.99 5,012.99
Fulton Bank-Cert. of Deposit 54.88 15,054.88
Fulton Bank-Cert. of Deposit 12.99 10,012.99
2
, Invento:ry
Estate of Florence E. Robinson
~ 01/12/00 To 12/19/01
Description Accrued Interest Value
Ful ton Bank-Cert. of Deposit 38.26 10,038.26
Fulton Bank-Cert. of Deposit 29.73 10,029.73
Fulton Bank-Cert. of Deposit 71.46 20,071. 46
PNC Bank-Cert. of Deposit 39.98 10,039.98
PNC Bank-Cert. of Deposit 21.63 15,021. 63
PNC Bank-Cert. of Deposit 27.52 7,027.52
PNC Bank-Cert. of Deposit 21. 37 15,021.37
PNC Bank-Cert. of Deposit 36.47 10,036.47
PNC Bank-Cert. of Deposit 47.67 10,047.67
PNC Bank-Cert. of Deposit 42.21 15,042.21
PNC Bank-Cert. of Deposit 8.38 10,008.38
M&T Bank-Cert. of Deposit 28.15 10,028.15
M&T Bank-Cert. of Deposit 6.74 5,006.74
M&T Bank-Cert. of Deposit 39.15 10,039.15
M&T Bank-Cert. of Deposit 64.83 15,064.83
M&T Bank-Cert. of Deposit 41.61 10,041. 61
M&T Bank-Cert. of Deposit 20.09 5,020.09
First Union National Bank-Cert. 13.12 7,013 .12
First Union National Bank-Cert. 27.01 8,027.01
------------
Residences
Property located at 1725 Warren St.
Household Gcx:xis & Furrlishings
Household furnishings at appraised
3
Total
252,741.59
117,000.00
4,642.00
.
,.
Description
Misc. Personal Property
1984 Foro. Sedan
Refunds
Country Meadows-refund
Can::::ast - refund
Inventory
Estate of Florence E. Robinson
From 01/12/00 To 12/19/01
Accrued Interest
GE Capital Assoc. -premiun refund
us Treasury-incare tax refund
PAWC-refund
Travelers Ins. -refund
US Treasury-tax relief rebate
CorroI1\l7eal th of PA
4
Value
595.98
26.58
713 .91
829.00
11.32
78.00
300.00
821.48
Total
500.00
3,376.27
965,512.88
------------
------------
e..
~
REV-1500 EX + (6-00) OFFICIAL USE ONLY
COMMONWEALTH OF PENNSYLVANIA REV-1500 /& -.J~5- /tI
DEPARTMENT OF REVENUE
DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2001 0111
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Robinson, Florence E. 181-32-5197
DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT
01/12/01 01/02/1915 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
3. Remainder Return
CHECK r Original Return ~2 Supplemental Return ~ (date of death prior to 12-13-82)
APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required
(date of death alte, 12-12-82)
PRIATE 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes
(Attach copy of Will) (Attach a copy of Trust)
BLOCKS 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death between D 11. Election to tax under Sec. 9113(A)
12-31-91 and 1-1-95) (Attach Sch 0)
ml~$~~MQ$!iji$:PQMP'~ti$Q;At'PQRRi$$PQijpi$~i(;;Q.~fl~lljijlNnijFQRMAf#;lN$HQQU1~~QJR~grE!prQ;
NAME COMPLETE MAILING ADDRESS
COR- David H. Stone, Esquire 414 Bridge Street
RE- FIRM NAME (If Applicable) New CUmberland, PA 17070
SPON
DENT Stone laFaver & Shekletski
TELEPHONE NUMBER
(717) 774-7435
117,000.Oi OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2) 541,30~ ~ d ::nil?
3. Closely Held Corporation. Partnership or Sole-Proprietorship (3) N~. -- CD n
4. Mortgages & Notes Receivable (Schedule D) (4) ~ (;:;1.,52
0 n r"',
.,..... :,.,'
5. Cash, Bank Deposits & Miscellaneous Personal fl,. C"? c.}
I",J..
Property (Schedule E) (5) 297,192~77 N ....,
6. Jointly Owned Property (Schedule F) _. 0"1
D Separate Billing Requested (6) 2,500rOO -0
RECA- W
j~~... lJi f~~
PITULA- 7. Inter-Vivos Transfers & Miscellaneous ~
TION Non-Probate Property (Schedule G or L) (7) 59,899.53
8. Total Gross Assets (total Lines 1-7) (8) 1,017,899.42
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 91,640.54
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 2,001.33
11. Total Deductions (total Lines 9 & 10) (11 ) 93,641. 87
12. Net Value of Estate (Line 8 minus Line 11) (12) 924,257.55
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax (13) 25,000.00
has not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 899,257.55
SEE INSmUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate. or transfers under Sec. 9116 (a)(1.2) X .0 (15)
-
TAX 16. Amount of Line 14 taxable at lineal rate 870,957.55 X .0 45 (16) 39,193.09
-
COMPU- 17. Amount of Line 14 taxable at sibling rate 0.00 X .12 (17) 0.00
TATION 18. Amount of Line 14 taxable at collateral rate 28,300.00 x.15 (18) 4,245.00
19. Tax Due (19) 43,438.09
20. D ~&B.l;cKfla$lFvQUARJi;ijJi;dujt$D~ARaw~pc::mAfJ.~~ijp4Mrtftl
H<<~;!ii*=:~t;$tJRl;rQAN$WeEAl;t:;;Qqlt$1IQN$PNeAQ:l;J~:ANttRe.:C.ffl$~KMAIH~?}:::::::
o PA15001
NTF 29755
Copyright 2000 GreatlandlNelco LP - Forms Software Only
,
PA REV-1500 EX (6-00)
Decedent's Com lete Address:
STREET ADDRESS
1725 WaITeI1 Street
Page 2
CITY
New CUmberland
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
STATE
PA
ZIP
17070
(1 )
43/438.09
36/000.00
11894.73
Total Credits (A + B + C)
(2)
37/894.73
3. InteresVPenalty if applicable
D. Interest
E. Penalty
(3) 0.00
(4)
(5) 5/543.36
(SA) 0.00
(5B) 5/543.36
TotallnteresVPenalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Une 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
...............:-:.:.:.:-:;:::.:::::::::::::::;:::::;:::::::::::::::::::::::::::::::::::::::::::::::::::::::;:;:::::::::::::::.:..........
..... .........................................
.........................................
...................... ..
...-.:-:.:.:.:.:.:.:.:..'..:-..:.:.:.:.:.....;............'....:.:.;.:.:.;.....:.:...........;.:-:.:.:.:.:.;.;.:.;.:-:.:...:.:.:.:.:.;.:.;.;.;.;.;.:.:.:.......;.;<.;.:.;.:.:.;.:...;.;......':.:.;.;.:.;.;.:.;.:.:.:.:.:.:.:-:.:-:.:-:-:.:.:.:.:.:...:.......:.:.:.:.:.:..',..........'.',......................................................
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X"
1.
IN THE APPROPRIATE BLOCKS
Yes No
~ I
B ~
Did decedent make a transfer and:
a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . . . .
c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? ..............................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without 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
contains a beneficiary designation? ........................................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN.
Unde alties of perjury, I declare t I have examined this return including accompanying schedules and statements, and to the best of my
kno OOg and beil ,it is true, corr t nd mplete. Declaration of preparer other than the personal representative is based on information of
whi h re rer has a k w
SI T F
eg
D
ttached
RER OTHER THAN REPRESENTATIVE
Street 1 New CUmberlandl PA 17070
~J;~~i~~;t~~~t~:~~:~;~~~;%i/\:\~W~~~~~;~~'}~J~~f:\~W;g~i;;,;;~;~,~~~~~~;~tgr~~h~i~~~n!m~~;g~;;;;;g~8~rgfi~r~JtiU~~~~~J~~iH~2>H
[72 P.S. i 9116 (a) (1.1) (i)J.
For dates of death on or after January 1. 1995. the tax rate is imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. i 9116 (a) (1.1) (ii>l.
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 retum are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1. 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent. an adoptive parent,
or a stepparent of the child is 0% [72 P.S. i9116(a)(1.2)1.
The tax rate imposed on the net value of transfers to orforthe use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72.P.S. i 9116(1.2) [72 P.S. %9116(a)(1)1.
The tax rate imposed on the net value of transfers to orforthe use of the decedent's siblings is 12% [72 P.S. i 9116(a)(1.3)]. A sibling is defined. under Section 9102. as an individual
who has at least one parent in common with the decedent, whether by blood or adoption.
o PA15002
NTF 29756
Copyright 2000 GreatlandlNelco LP . Forms Software Only
,
Page 3
Estate of: Florence E. Robinson
21-2001-0111
SCHEDUlE E -- Cash, Bank Deposits and Miscellaneous Personal Property
Item
No. Description
Value at Date
of Death
23 Interest on alxwe item accrued as of decedent I s death
41.61
24 M&T Bank-Cert. of Deposit #31003910704616
5,000.00
Interest on al:xwe item accrued as of decedent I s death
20.09
25 First union National Bank-Cert. of Deposit #247022075567424
7,000.00
Interest on al:xwe item accrued as of decedent I s death
13.12
26 First union National Bank-Cert. of Deposit
8,000.00
Interest on al:xwe item accrued as of decedent I s death
27.01
27 Household furnishings at appraised value by Claude C. Wolfe &
Assoc.
4,642.00
28 1984 Ford Sedan VIN#lFABP43F9EZ110811 sold
500.00
29 Country Meadows-refund
595.98
30 Comcast-refund
26.58
31 GE Capital Assoc. -premium refund
713.91
32 US Treasury-incare tax refund on decedent I s 2000 retUl:Il
829.00
33 PAWC-refund
11.32
34 Travelers Ins. -refund
78.00
35 US Treasury-tax relief rebate
300.00
36 Caronwealth of PA-refund
821.48
TOTAL. (Carry forward to rrain schedule) . . . . . .
28,620.10
I
Estate of: Florence E. Robinson
SCHEDUlE J, Part 1 - - Taxable Distributions
Item
No.
Narre and Address of Beneficiary
Relationship
1 Gregory Jeffries
95 Brarpton Road
Hummelstown, PA 17036
friend
2 Edith Sheaffer
795 Ridge Road
Lewisberry, PA 17339
friend
3 Ed Abolins
432 Park Side Road
Carrp Hill, PA 17011
friend
4 Richard Uber
300 Allendale Way
Carrp Hill, PA 17011
friend
5 Tirrothy l):)uglas Pierson
c/o Martha Sue Pierson
104 Spring Ridge Drive
Berkeley Heights, NJ 07922
step-grandson
6 Kimberly Dawn Pierson
c/o Martha Sue Pierson
104 Spring Ridge Drive
Berkeley Heights, NJ 07922
step-granddaughter
7 Martha Sue Pierson
104 Spring Ridge Drive
Berkeley Heights, NJ 07922
8 Earl Ferguson
914 Brandt Ave.
New CUmberland, PA 17070
step-daughter
friend
Page 2
21-2001-0111
Arrount
5,000.00
5,000.00
5,000.00
5,000.00
5,000.00
5,000.00
860,957.55
8,300.00
I
Estate of: Florence E. Robinson
SQ1EDULE J, Part 2 -- Charitable and Governrrental Distributions
Item
No. Description
1 MJunt Calvary Episcopal Church
125 North 25th Street
Carrp Hill, PA 17011
2 Hurrene Society of Harrisburg/West Shore Chapter
Sinclair and Eppley Roads
Mechanicsburg, PA 17055
3 New Cumberland Library and CUltural Foundation
414 Bridge Street
New Cumberland, PA 17070
'IOThL. (Cany forward to rrain schedule) . . . . . .
Page 2
21-2001-0111
Arrount
10,000.00
10,000.00
5,000.00
25,000.00
'f~N'
Reference ID: 218531
First Union National Bank
Attn: Account Verifications
POBox 40028
Roanoke VA 24022-7313
December 5,2001
STONE, LAFA VER & SHEKLETSKI
ATTORNEYS AT LAW
PO BOX E, 414 BRIDGE STREET
NEW CUMBERLAND, PA 17070
SUBJECT: Verification / Confirmation of Account and Balance Information provided for:
FLORENCE E ROBINSON (SSN# 181-32-5197)
Date of Death: January 12, 2001
Deoosit Account Information
Account Account Date of Death Average Date Maturity Interest Accrued YTD Date
Type Number Balance Balance" Opened Date Rate Interest Interest Paid Closed
CERTIFICATE OF DEPOSIT 247022075567424 $7,000.00 10/2/1995 10/212004 $13.12 $29.07 1118/2001
LEGAL TITLE: FLORENCE E. ROBINSON
CERTIFICATE OF DEPOSIT 247022097843658 $8,000.00 5/19/1994 5/19/2004 $27.01 $0.00 11/8/200 I
LEGAL TITLE: FLORENCE E. ROBINSON
.. Due to system limitations, we can only provide a twelve month average balance on depository accounts.
No Safe Deposit Box found for customer.
.. Date of death balance does not include accrued interest.
.. If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were
made during that time period.
December 5, 2001
Date
Julia Sorrells
Depository Representative
Servicenter Associate
Title
(540)563-7323
Phone Number
sss; ses
001032
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG, PA 17128-0601
REV-1162 EX111-961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 000695
STONE DAVID HEAN
414 BRIDGE STREET
NEW CUMBERLAND, PA 17070
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
__nun fold ---------- --------
101 I $676.81
ESTATE INFORMATION: SSN: 181-32-5197 I
FILE NUMBER: 21 - 200 1 - 0111 I
DECEDENT NAME: ROBINSON FLORENCE E I
DA TE OF PAYMENT: 12/26/2001 I
POSTMARK DATE: 00/00/0000 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 01/12/2001 I
I
TOTAL AMOUNT PAID: $676.81
REMARKS: DA VID H STONE ESQ
CHECK# 1041
INITIALS: AC
SEAL RECEIVED BY: MARY C. lEWIS
REGISTER OF WillS
REGISTER OF WILLS
I
,
I
'y /6'-02~ /0
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
*
REY-485 EX iFP 112-DDI
DAVID H STONE ESQ
STONE HAL
414 BRIDGE ST
NEW CUMBERLAND
RecorClcn' .CC 01 DATE
Re!;:j;:~;tE'r {JilIs ESTATE OF
DATE OF DEATH
FILE NUMBER
'02 JAN 11 P 3 :21 COUNTY
ACN
01-14-2002
ROBINSON
01-12-2001
21 01-0111
CUMBERLAND
201
FLORENCE
E
Clerk..
PA 17ICQmb8:L:1 , FA
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forI! with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
RE-V:4i3--EX--AFP--[i2~-60)-----j(.-NO-ffcif-OF--iETifiMiN1rfiiiN-iiii-is-SESS-MENir----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF ROBINSON
FLORENCE E FILE NO.21 01-0111
ESTATE TAX DETERMINATION
ACN 201
DATE 01-14-2002
1. Credit For State Death Taxes as Verified
27.250.44
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
41.543.35
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
41.543.35
5. Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT"' (CR), YOU "AY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
DAVID HEAN STONE ESQUIRE
C/O STONE LAFA VER & STONE
414 BRIDGE STREET
NEW CUMBERLAND, PA 17070
____n__ fold
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: SSN: 181-32-5197
FILE NUMBER: 21 - 2001 - 0111
DECEDENT NAME: ROBINSON FLORENCE E
DATE OF PAYMENT: 01/16/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/12/2001
REMARKS: JON LAFAVER
C/O STONE ETAL
CHECK# 1045
SEAL
ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
INITIALS: DO
RECEIVED BY:
REV-1162 EX(11-961
NO. CD 000756
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
AMOUNT
$693.39
$693.39
/6-c20S-/rJ
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
Recon:ic
ReCli<:;f,:
..,":;. f ~-J ~ '
r
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
~,~ or
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-14-2002
ROBINSON
01-12-2001
21 01-0111
CUMBERLAND
101
'02
JAN 18
P3 :45
DAVID H STONE ESQ
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
C1Hk
ClImb€.! i
PA 17070
rt
.j ~c j i ~
Allount Rellitted
*5~
REY-15~7 EX AFP 112-00)
flORENCE E
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=is'4i-i3f-AFP-fi'2-':oOY-NOYici--OF-YNHiifiTANci-YA'x-APPRAisii"-ENT~--Ai:'rOWANci-ori-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ROBINSON flORENCE E FILE NO. 21 01-0111 ACN 101 DATE 01-14-2002
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( x) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
117,000.00
541.307.12
.00
.00
297.192.77
2,500.00
59,899.53
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
lS. Allount of Line 14 at Spousal rate (lS)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
04-12-2001
10-11-2001
NOTE:
RECEIPT
NUMBER
AA478280
CDoo0376
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,894.74
.00
(9)
(10)
91,640.54
2.001.33
(11)
(12)
(13)
(14)
.00 X
870,957.55 X
.00 X
28,300.00 X
00 =
045 =
12 =
15 =
(19)=
AMOUNT PAID
36,000.00
4,866.55
INTEREST IS CHARGED THROUGH 01-29-2002
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
1,017,899.42
93.641 87
924,257.55
25,000.00
899,257.55
.00
39,193.09
.00
4,245.00
43,438.09
42,761.29
676.80
16.59
693.39
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
\ COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
ROBINSON, FLORENCE
REVIEWED BY
LARRY SZOLLOSY
ITEM
SCHEDULE NO.
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
ACN
EXPLANATION OF CHANGES
Adjusted the inheritance return per your letter dated 12-20-2001.
ROW
2101-0111
101
Page 1
jt -do 5-/1)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
(,..
f../
Cj;t..
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
ReeDL)....
RepiE;''-
REY-1U7 EX IFP liZ-DOl
,)f
\.--t
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-14-2002
ROBINSON
01-12-2001
21 01-0111
CUMBERLAND
101
FLORENCE
E
.02 JAN 18
DAVID H STONE ESQ
STONE ETAL Clerk.
414 BRIDGE ST Ctl/nbeiiU".
NEW CUMBERLAND PA 17070
P 3 =45
Ji
Allount Relli tted
PA
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV :i607-ix-AFP--fi'2-:ooY------...--fNHERITANCE--iA;f-si'1ffEME-tii-o-F'-Ac-couiff--.-..---------------------
ESTATE OF ROBINSON
FLORENCE E FILE NO.21 01-0111
ACN 101
DATE 01-14-2002
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: 01-14-2002
P R I NC I PAL TAX DU E : ......................................................................................................................................................_...................................................................
43,438.09
PAYMENTS (TAX CREDITS):
BAL
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-12-2001 AA478280 1,894.74 36,000.00
10-11-2001 CDOO0376 .00 4,866.55
12-26-2001 CDOO0695 .01- 676.81
ANCE OF UNPAID INTEREST/PENALTY AS OF 12-27-2001 TOTAL TAX CREDIT 43,438.09
BALANCE OF TAX DUE .00
INTEREST AND PEN. 12.53
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 12.53
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
\, /6' -n2C'6--: /cJ
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REY-!U7 EX AFP I Dl-On
Rec:.":!;
Ro,
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
t1AR -8 P 1 :1 8COUNTY
ACN
03-04-2002
ROBINSON
01-12-2001
21 01-0111
CUMBERLAND
101
flORENCE
E
.02
DAVID H STONE ESQ
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
C;Sii,
PA 17J7\jmL_",
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax pay.ent.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i6cfj-Ex-AFP--foY:02Y------...--fNHERITANc'E--TAx-STAYEH'E-N'T-ifF-AC-Couiff--...---------------- -----
ESTATE OF ROBINSON flORENCE E FILE NO. 21 01-0111 ACN 101 DATE 03-04-2002
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYHENTS. THE CURRENT BALANCE. AND. IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-14-2002
PR I NCI PAL TAX DUE: ....................................................._........................................................................................._.......................................................................
43.438.09
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-12-2001 AA478280 1.894.74 36.000.00
10-11-2001 CDOO0376 .00 4.866.55
12-26-2001 CDOO0695 .01- 676.81
01-16-2002 CDOO0756 12.53- 693.39
TOTAL TAX CREDIT 44.118.95
BALANCE OF TAX DUE 680.86CR
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE 680.86CR
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1.
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl.
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. l
.
,
_ t
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
NO. 21-01-0111
FIRST AND FINAL ACCOUNT
AND PROPOSED DISTRIBUTION OF
FLORENCE E. ROBINSON, DECEASED
JON F. LAFAVER, EXECUTOR
LATE OF THE BOROUGH OF NEW CUMBERLAND
Social Security No.: 181-32-5197
Date of Death: January 12, 2001
Date of Executor's Appointment: January 26, 2001
Date of Advertising Letters Testamentary:
Cumberland Law Journal - February 9, 16, & 23, 2001
The Patriot News Co. - February 6, 13, & 20, 2001
Accounting for the period: January 12, 2001 to June 18, 2002.
Purpose of Account: Jon F. LaFaver, Executor, offers this account
to acquaint interested parties with the transactions which have
occurred during his administration.
The account also indicates the proposed distribution of the estate.
It is important that the account be carefully examined. Requests for
additional information or questions or objections can be discussed
with:
Jon F. LaFaver
120 Carol Street
New Cumberland, PA 17070
David H. Stone, Esquire
Stone LaFaver Shekletski
P . 0 . '. Box E
New Cumberland, PA 17070
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SlM1ARY OF ACCOUNT
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
- ,
Page
Fiduciary
Acquisition
Value
Proposed Distribution to Beneficiaries
42
$ 80,885.24
-----------
-----------
Principal
Receipts
Net Gain (or lDss) on Sales or
Other Dispositions
Other Receipts
8-13
$966,402.85
6,317.35
0.00
1-7
$972,720.20
Less DiSbursements:
Administration Expenses (Prin)
Fees and carrnissions (Prin)
Funeral Expenses (Prin)
14-18 $121,263.96
18-19 78,516.07
19 193.00
-----------
199,973.03
-----------
$772,747.17
20-21 692,654.99
-----------
22 $ 79,714.55
23-40 $ 39,556.81
41 $ 1,580.00
41 36,806.12
-----------
Balance before Distributions
Distributions to Beneficiaries
Principal Balance on Hand
Incare
Receipts
Less Disbursements:
Fees and carrnissions
Incare Taxes
38,386.12
Balance before Distributions
Distributions to Beneficiaries
$ 1,170.69
0.00
Incare Balance on Hand
$ 1,170.69
$ 80,885.24
Carbined Balance on Hand
-----------
-----------
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RECEIPI'S OF PRINCIPAL
Estate of Florence E. Robinson
As of 06/18/02
Assets Listed in Inventory
(Valued as of date of death)
Checking AcCOlll1ts
PNC Bank-Checking Acct. #5140053262
$2.21 Accrued Interest
Savings AccOlll1ts
M&T Bank-Savings Acct. #15004200023353
$9.91 Accrued Interest
Money Market ACCOllllts
Fulton Bank-Money Market Acct. #9903-70122
$5.20 Accrued Interest
Canron Stocks
Prudential Securities Inc. -CD BK & 'IR 5.75%
due 7/2/2001
15,000 Units
Prudential Sec. Inc. -Bank New York 6.60% due
2/15/2011
15,000 Units
Prudential Sec. Inc. - Blackrock NA Gvt
300 Units
Prudential Sec. Inc. -Delphi Autaroti ve
Systems
559 Units
Prudential Sec. Inc. - Dreyfus Strong Muni Bond
Fund
2,200 Units
Prudential Sec. Inc. - Electronic Data Systems
40 Units
Prudential Sec. Inc.-First Aus/prime Income
Fund
6,014 Units
Prudential Sec. Inc.-CD First USA 7.10% due
2/23/2005
11,000 Units
$ 15,000.00
14,364.98
3,018.75
7,721.19
19,525.00
2,202.50
25,980.48
11,000.00
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Page 1
Fiduciary
Acquisition
Value
$ 10,791.96
26, 692 .46
8,461.48
oj.
.
RECEIPI'S OF PRINCIPAL
Estate of Florence E. Robinson
As of 06/18/02
Assets Listed in Inventory
(Valued as of date of death)
Prudential See. Ine. - Fulton Finel Corp
577 Units
$ 12,802.19
42,300.00
862.20
37,023.15
6,812.50
2,371.30
2,040.10
7,076.09
14,375.00
3,754.00
1,213.30
1,367.60
8,532.10
4,807.70
4,109.80
Prudential See. Ine. -General Motors Corp
800 Units
Prudential See. Ine. -General Motors Corp Cl H
36 Units
Prudential See. Ine. - Kerrper US Mtge
5,365.674 Units
Prudential See. Ine. -MFS Inter Incare
1,000 Units
Prudential See. Ine.-UTS MITF 96
10 Units
Prudential See. Ine. -UTS MITF 126
10 Units
Prudential See. Ine.-UTS MITF PA 202
7 Units
Prudential See. Ine. - PP&L Corp
400 Units
Prudential See. Ine. -UTS PA IMIT 104
25 Units
Prudential See. Ine.-UTS PA IMIT 131
10 Units
Prudential See. Ine.-UTS PA IMIT 145
20 Units
Prudential See. Ine.-UTS PA IMIT 149
10 Units
Prudential See. Ine. -UTS PA IMIT 155
5 Units
Prudential See. Ine. -UTS PA IMIT 221
4 Units
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Page 2
Fidueiary
Acquisition
Value
~
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RECEIPTS OF PRINCIPAL
Estate of Florence E. Robinson
As of 06/18/02
- .
Page 3
Fiduciary
Assets Listed in Inventory Acquisition
(Valued as of date of death) Value
-----------
Prudential Sec. Inc.-UI'S PA IMIT 225 $ 10,945.00
11 Units
Prudential Sec. Inc. - Pru Muni Fd Class A 34,614.29
3,334.71 Units
Prudential Sec. Inc. - Pru Muni Fd Class B 41, 514 .40
3,999.46 Units
Prudential Sec. Inc.-Pru Int'l Bond A 9,225.00
1,500 Units
Prudential Sec. Inc. - Raytheon Co Class A 1,685.06
57 Units
Prudenital Sec. Inc. -U3I Corp 37,600.00
1,600 Units
Prudential Sec. Inc. -Van Karrpen Am Cap 9,375.00
600 Units
Prudential Sec. Inc. -Van Karrpen Am Cap PA VM 8,828.44
657 Units
Prudential Sec. Inc. - Pru Moneyrrart Assets 8,964.00
8,964 Units
Wellington Fund #09873602474 29,796.00
1,067.957 Units
-----------
$440,807.12
Federal Notes and Bonds
34 US Series HH Savings Bonds w/variaus face
values (see attached)
100,500.00
Certificates of Deposit
Allfirst-Cert. of Deposit #87008140630217
$18 .84 Accrued Interest
$ 10,018.84
Fulton Bank-Cert. of Deposit #052-0102130
$16.51 Accrued Interest
10,016.51
RECEIPTS OF PRINCIPAL
Estate of Florence E. Robinson
As of 06/18/02
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Page 4
Fulton Bank-Oert. of Deposit #052-0111644
$12 .99 Accrued Interest
Fiduciary
Acquisition
Value
-----------
$ 5,012.99
15,054.88
10,012.99
10,038.26
10,029.73
20,071.46
10,039.98
15,021. 63
7,027.52
15,021.37
10,036.47
10,047.67
15,042.21
10,008.38
10,028.15
Assets Listed in Inventory
(Valued as of date of death)
Fulton Bank-Cert. of Deposit #052-0111708
$54.88 Accrued Interest
Fulton Bank-Cert. of Deposit #052-0120961
$12 . 99 Accrued Interest
Fulton Bank-Cert. of Deposit #523-000498
$38.26 Accrued Interest
Fulton Bank-Cert. of Deposit #523-0017047
$29.73 Accrued Interest
Fulton Bank-Oert. of Deposit #523-0030211
$71.46 Accrued Interest
PNC Bank-Cert. of Deposit #31800119856
$39.98 Accrued Interest
PNC Bank-Oert. of Deposit #31500167082
$21.63 Accrued Interest
PNC Bank-Cert. of Deposit #21001017469
$27.52 Accrued Interest
PNC Bank-Cert. of Deposit #21001017522
$21. 37 Accrued Interest
PNC Bank-Oert. of Deposit #21001017547
$36.47 Accrued Interest
PNC Bank-Oert. of Deposit #31400053350
$47 .67 Accrued Interest
PNC Bank-Cert. of Deposit #31000063011
$42 .21 Accrued Interest
PNC Bank-Oert. of Deposit #31500094653
$8 .38 Accrued Interest
M&T Bank-Cert. of Deposit #31003910174679
$28.15 Accrued Interest
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RECEIPI'S OF PRINCIPAL
Estate of Florence E. Robinson
As of 06/18/02
Assets Listed in Inventory
(Valued as of date of death)
M&T Bank-Cert. of Deposit #31003910459245
$6.74 Accrued Interest
M&T Bank-Cert. of Deposit #31003910658334
$39.15 Accrued Interest
M&T Bank-Cert. of Deposit #31003911170262
$64.83 Accrued Interest
M&T Bank-Cert. of Deposit #31003911170270
$41.61 Accrued Interest
M&T Bank-Cert. of Deposit #31003910704616
$20.09 Accrued Interest
First Union National Bank-Cert. of Deposit
#247022075567424
$13 .12 Accrued Interest
First Union National Bank-Cert. of Deposit
#24-702-209-7843658
$27.01 Accrued Interest
Residences
Property located at 1725 Warren St., New
Ct..nTIberland, Ct..nTIberland County, PA by deed
dated April 1, 1980 and recorded in
Currberland County Deed Book Y, Vol. 28, Page
142, granted and conveyed unto Florence E.
Robinson and Carl E. Robinson, her husband.
'Ihe said Carl E. Robinson died July 27, 1995,
thus vesting title in Florence E. Robinson,
the decedent. 'The said property was sold to
Brennan :oearrer and Michelle Dearrer, husband
and wife on May 11, 2001
Household GcxJds & Furnishings
Household furnishings at appraised value by
Claude C. Wolfe & Assoc.
$ 5,006.74
10,039.15
15,064.83
10, 041. 61
5,020.09
7,013.12
8,027.01
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Page 5
Fiduciary
Acquisition
Value
-----------
$252,741.59
117,000.00
4,642.00
-
.
Assets Listed in Inventory
(Valued as of date of death)
Misc. Personal Property
RECEIPTS OF PRINCIPAL
Estate of Florence E. Robinson
As of 06/18/02
1984 Ford Sedan VIN#lFABP43F9EZ110811 sold to
R. I.enkevich
Refunds
COlll1try Meadows-refund
Caocast-refund
GE Capital Assoc. -premium refund
us Treasury- incare tax refund on decedent I s
2000 retum
PAWC-refund
Travelers Ins. -refund
us Treasury-tax relief rebate
Canronwealth of PA-refund
'I'O'I7\L INVENIDRY
$
595.98
26.58
713.91
829.00
11.32
78.00
300.00
821.48
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Page 6
Fiduciary
Acquisition
Value
$
500.00
3,376.27
$965,512.88
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-----------
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RECEIPTS OF PRINCIPAL
Estate of Florence E. Robinson
As of 06/18/02
Receipts Subsequent to Inventory
(Valued when received)
First Union National Bank-interest checks for
Decanber and January (before death)
Bike sold to Todd and Karen Galle
Verizon-refund on telephone service
Perm State Milton Hershey-refund
Camonwealth of PA-refund on Inheritance
tax paid in error
'IOThL RECEIPTS SUBSEX',2UENI' TO INVENTORY
SWMARY
Total Inventory
Total Receipts Subsequent To Inventory
'IOThL RECEIPTS OF PRINCIPAL
$
57.98
15.00
42.73
93.40
680.86
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Page 7
$
889.97
-----------
-----------
$965,512.88
889.97
$966,402.85
-----------
-----------
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,
GAINS AND LOSSES ON SALES OR OIHER DISroSITIONS
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
- .
Page 8
Gain loss
02/15/01 Van Karrpen Am Cap-dividend (reported in 2000)
Net Proceeds $ 125 .46
Fiduciary Acquisition Value 0.00
-----------
Net Gain $ 125 .46
04/16/01 UTS MITF 96-principal
Net Proceeds $ 110.20
Fiduciary Acquisition Value 0.00
-----------
Net Gain 110.20
04/19/01 Delphia Autarotive Systems Corp
561.987 Units
Net Proceeds $ 8,109.47
Fiduciary Acquisition Value 7,760.32
-----------
Net Gain 349.15
04/19/01 Electronic Data System Corp
40 Units
Net Proceeds $ 2,516.00
Fiduciary Acquisition Value 2,202.50
-----------
Net Gain 313 .50
04/19/01 General Motors Corp
800 Units
Net Proceeds $ 45,200.00
Fiduciary Acquisition Value 42,300.00
-----------
Net Gain 2,900.00
04/19/01 PP&L Corp
400 Units
Net Proceeds $ 20,640.00
Fiduciary Acquisition Value 14,375.00
-----------
Net Gain 6,265.00
.
GAINS AND IDSSES ON SAlES OR OIHER DISroSITIONS - . Page 9
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
Gain lDss
04/19/01 Raytheon Co
57 Units
Net Proceeds $ 1/852.50
Fiduciary Acquisition Value 1/685.06
-----------
Net Gain $ 167.44
04/19/01 UGI Corp
1/600 Units
Net Proceeds $ 40/640.00
Fiduciary Acquisition Value 37/600.00
-----------
Net Gain 3/040.00
04/19/01 Van Karrpen PA
660.248 Units
Net Proceeds $ 8/886.94
Fiduciary Acquisition Value 8/871.15
-----------
Net Gain 15.79
04/19/01 UTS PA IMIT 145
20 Units
Net Proceeds $ 1/400.40
Fiduciary Acquisition Value 1/367.60
-----------
Net Gain 32.80
04/19/01 UTS PA IMIT 131
10 Units
Net Proceeds $ 1/294.20
Fiduciary Acquisition Value 1/213.30
-----------
Net Gain 80.90
04/19/01 UTS PA IMIT 149
10 Units
Net Proceeds $ 6/860.80
Fiduciary Acquisition Value 6/903.30
-----------
Net lDss $ 42.50
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GAINS AND LOSSES ON SAlES OR 0lliER DISroSITIONS
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
04/19/01 Blackrock North American Gav't Inc Tr
301.884 Units
Net Proceeds
Fiduciary Acquisition Value
Net Loss
04/19/01 Dreyfus Strategic Mtm Bond Fund
2,211. 609 Units
Net Proceeds
Fiduciary Acquisition Value
Net Loss
04/19/01 First Aus/Prirre F Incare Fund
6,085.785 Units
Net Proceeds
Fiduciary Acquisition Value
Net Loss
04/19/01 Fulton Financial Corp
581.49 Units
Net Proceeds
Fiduciary Acquisition Value
Net Loss
04/19/01 General Motors Corp. Cl H
36 Units
Net Proceeds
Fiduciary Acquisition Value
Net Loss
04/19/01 MFS Intermediate Inc Tr
1,006.003 Units
Net Proceeds
Fiduciary Acquisition Value
Net Loss
$ 3,006.76
3,037.50
$ 18,997.72
19,627.74
$ 23,430.27
26,251.11
$ 11,844.95
12,894.51
$
756.00
862.20
$ 6,740.22
6,853.50
Gain
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Page 10
Loss
$
30.74
630.02
2,820.84
1,049.56
106.20
113.28
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GAINS AND LDSSES ON SAlES OR OIHER. DISroSITIONS
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
04/19/01 Van I<:anpen Advantage PA Muni Incare
400 Units
Net Proceeds
Fiduciary Acquisition Value
Net Loss
04/19/01 Van I<:anpen Advantage PA Muni Incare
202.813 Units
Net Proceeds
Fiduciary Acquisition Value
Net Loss
04/19/01 UTS PA IMIT 104
25 Units
Net Proceeds
Fiduciary Acquisition Value
Net Loss
04/19/01 UTS PA IMIT 155
5 Units
Net Proceeds
Fiduciary Acquisition Value
Net Loss
04/19/01 UTS PA IMIT 221
4 Units
Net Proceeds
Fiduciary Acquisition Value
Net Loss
04/20/01 UTS MITF 96
10 Units
Net Proceeds
Fiduciary Acquisition Value
Net Loss
$ 6,000.00
6,250.70
$ 3,062.48
3,169.30
$ 3,662.00
3,754.00
$ 3,963.75
4,807.70
$ 4,061.40
4,109.80
$ 2,240.60
2,371.30
Gain
- .
Page 11
Loss
$
250.70
106.82
92.00
843.95
48.40
130.70
..
GAINS AND LDSSES ON SALES OR OIHER DISroSITIONS v . Page 12
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
Gain Loss
04/20/01 UTS MITF PA 202
7 Units
Net Proceeds $ 6,989.43
Fiduciary Acquisition Value 7,076.09
-----------
Net Loss $ 86.66
04/20/01 UTS PA IMIT 225
11 Units
Net Proceeds $ 10,713.56
Fiduciary Acquisition Value 10,945.00
-----------
Net Loss 231.44
04/24/01 UTS MITF 126
10 Units
Net Proceeds $ 1,940.90
Fiduciary Acquisition Value 1,967.00
-----------
Net Loss 26.10
04/25/01 UTS PA IMIT 155-principa1
Net Proceeds $ 814.55
Fiduciary Acquisition Value 0.00
-----------
Net Gain $ 814.55
11/20/01 Prudential Sec.-Bank New York
15,000 Units
Net Proceeds $ 14,625.00
Fiduciary Acquisition Value 14,364.98
-----------
Net Gain 260.02
11/20/01 First USA Bank
11,000 Units
Net Proceeds $ 11,690.17
Fiduciary Acquisition Value 11,000.00
-----------
Net Gain 690.17
..
GAINS AND lDSSES ON SALES OR OIHER DISroSITIONS
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
12/12/01 Vanguard Wellington Ft.md
1,086.223 Units
Net Proceeds
Fiduciary Acquisition Value
Net Gain
$ 30,544.59
30,289.23
12/27/01 Prudential Sec. Inc.-Kemper US Mtge k/n/a
Scudder Invtmts
5,365.674 Units
Net Proceeds
Fiduciary Acquisition Value
Net Gain
04/17/02 Pru Muni Fd Cl A
3,334.71 Units
Net Proceeds
Fiduciary Acquisition Value
Net LDss
04/17/02 Pru Muni Fd Cl B
3,999.46 Units
Net Proceeds
Fiduciary Acquisition Value
Net LDss
04/17/02 Pru Glbl Total Return
1,279.349 Units
Net Proceeds
Fiduciary Acquisition Value
Net LDss
Total Gains and LDsses
Less LDss
Net Gain
$ 37, 040.48
36,824.62
$ 34,107.55
34,614.29
$ 39,708.80
41, 514 .40
$ 8, 648 .40
9,045.00
Gain
$
255.36
215.86
$15,636.20
(9,318.85)
$ 6,317.35
-----------
-----------
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Page 13
LDss
$
506.74
1,805.60
396.60
$9,318.85
..
DISBURSEMENI'S OF PRINCIPAL
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
Administration Expenses (Prin)
02/01/01 PPL-electric service at property
Check !lUIlber 1
$ 22 .13
231.31
47.85
10.35
88.02
14.55
39.66
271.34
52.02
12.00
18.04
14.86
13.94
1.68
127.70
21. 74
02/01/01 UGI-gas service at property
Check mnnber 2
02/01/01 West Shore EMS-wheel chair transport
Check mmber 3
02/01/01 PAWC-water service at property
Check nurrber 4
02/01/01 Verizon-telephone service
Check mnnber 5
02/01/01 Verizon-telephone service at property
Check !lUIlber 6
02/01/01 Mellon Bank-CBSD credit card payment
Check mnnber 7
02/01/01 Neighborcare Pharrracy-rredicines received
Check nurriber 8
02/02/01 AT&T-telephone service at property
Check mnnber 9
02/02/01 Merck-Medeo RX Services-services rendered
Check nurrber 11
02/02/01 Foreign tax withheld on First Ails/Prime
Incare Fund (Dec. 2000)
02/07/01 Verizon-telephone service at property
Check mnnber 13
02/15/01 PAWC-water service at property
Check mnnber 14
02/15/01 AT&T-telephone service at property
Check nurrber 15
02/15/01 Neighbor Care-services rendered at hare
Check mnnber 16
02/15/01 PP&L-electric service at property
Check mnnber 17
., Page 14
..
DISBURSEMENrS OF PRINCIPAL
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
02/15/01 Borough of New Cumberland-trash services at
property
Check number 18
02/15/01 Sue Pierson-Reirnburserrent for legal services
done by Jan Brov.m & Assoc.
Check number 19
02/21/01 UGI-gas service at property
Check mnnber 20
03/01/01 Lebanon Valley Family Medicine, Inc.-services
rendered
Check number 21
03/01/01 Claude C. Wolfe & Assoc.-appraisal fee on
personal property
Check mnnber 22
03/01/01 PNC Bank-check printing fee
03/16/01 Robin Gasperetti-real estate taxes on
property
Check mnnber 23
03/16/01 HCR-Manor Care-services rendered at hare
Check mnnber 24
03/16/01 PANC-water service at property
Check number 1001
03/16/01 Verizon-telephone service at property
Check mnnber 1002
03/16/01 PP&L-electric service at property
Check ntnnber 1003
03/16/01 Labanan Valley Family Medicine-services
rendered
Check number 1004
03/22/01 PSERS-Reirnb. of reissued FebIUal:y payment
Check number 1006
03/26/01 UGI-gas service at property
Check mnnber 1007
04/06/01 Verizon-telephane service at property
Check mnnber 1008
Page 15
$
57.43
578.00
125.00
55.50
165.00
27.54
425.22
875.38
10.83
14.63
22.17
44.50
821.48
113 .00
14.63
"
DISBURSEMENTS OF PRINCIPAL
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
04/06/01 PAWC-water service at property
Check I1l.1IIber 1009
04/12/01 Register of Wills, Agent-payment on
Inheritance tax w/5% discount
Check I1l.1IIber 1010
04/16/01 PA Dept. of Revenue-payment of decedent's
final 2000 PA41 tax
Check I1l.1IIber 1011
04/25/01 Susquehanna Twp. ElVIS-transport services
Check I1l.1IIber 1012
04/25/01 PP&L-electric service at property
Check number 1013
04/25/01 UGI-gas service at property
Check I1l.1IIber 1014
05/02/01 AT&T-telephone service at property
Check n1..IlTber 1015
05/11/01 Verizon-telephone service at property
Check I1l.1IIber 1016
05/11/01 PAWC-water service at property
Check number 1017
05/14/01 Settlement costs on sale of property
($9,439.26) less reirnb. on taxes, trash and
sewer ($452.69)
OS/23/01 PPL Utilities-electric services at property
Check I11.1IIber 1018
OS/24/01 PAWC-water services at property
Check I1l.1IIber 1019
05/30/01 UGI-gas service at property
Check I1l.1IIber 1020
06/06/01 PPL Utilities-electric services at property
Check number 1021
06/08/01 Verizon-telephone service at property
Check number 1022
06/21/01 PNC Bank-check printing fee
Page 16
$
9.85
36,000.00
391.00
70.00
14.20
113 . 00
2.25
14.66
11.32
8,986.57
12.97
15.09
106.64
16.80
14.65
27.70
..
DISBURSEMENTS OF PRINCIPAL
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
07/17/01 1he Cathedral Church of St. Stephen-debt of
decedent
Check. I1.UITber 1023
07/25/01 MS Hershey Medical Center-services rendered
Check. rn..mber 1024
07/25/01 Zimrenn:m I.andscaping Maintenance-trOWing
grass for two tirres at property
Check. rn..mber 1025
10/11/01 US Treasury-payrrent of Federal estate taxes
on Fonn 706
Check. rn..mber 1026
10/11/01 Register of wills, Agent-balance due on
Inheritance Tax
Check. nurrber 1027
10/11/01 Register of Wills-filing Inheritance Tax and
Inventory
Check. rn..mber 1028
10/11/01 Register of Wills-9 short certificates
Check. nurrber 1029
10/18/01 Register of Wills-additional probate
Check. I1.UITber 1030
12/20/01 Register of wills, Agent-additional
inheritance due on arrended return
Check. rn..mber 1041
12/20/01 Register of Wills-filing Amended Inheritance
Tax Return and Inventory
Check. nurrber 1042
12/20/01 U.S. Treasury-payrrent on additional tax for
Fonn 706
Check. nurrber 1043
01/16/02 Register of wills, Agent-add'l Inheritance
tax due
Check. nurrber 1045
04/15/02 united States Treasury-payrrent on final 1040
Federal incare taxes
Check. nurrber 2
Page 17
$
30.00
93.40
50.00
56,159.35
4,866.55
34.00
27.00
70.00
676.81
34.00
5,081.67
693.39
1,215.00
..
DISBURSElVIENI'S OF PRINCIPAL
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
04/15/02 PA Departrrent of Revenue-payrrent on final
PA40 State incare taxes
Check number 3
04/25/02 me Bank-check printing fee
05/09/02 Yaffe & Yaffe-transcripts
Check number 1001
06/11/02 Register of wills-one short certificate
Check number 1002
06/12/02 United States Treaswy-payrrent on interest
for Arrended 706 retum
Check number 1003
06/18/02 Reserve for filing First and Final Account
and closing expenses
Fees and Cannissions (Prin)
02/07/01 Bridge Street Realty-appraisal fee on
property
Check number 12
04/19/01 First Union Sec.-fee on sale of various
stocks sold
09/05/01 Prudential Securities-basic securities
account fee
11/20/01 Prudential Securities-fee on sale of stock
11/29/01 Jon F. laFaver-payrrent on account of
Executor's cannission
Check number 1040
04/12/02 David H. Stone, Esquire-on account of
Attorney's fee
Check number 1046
04/12/02 Jon F. laFaver-on account of Executor's
cannission
Check number 1047
06/18/02 Reserve for balance due on Executor's
cannission
$
411.00
27.60
66.60
3.00
80.39
1,500.00
$
300.00
1,674.82
50.00
5.25
12,000.00
19,000.00
5,000.00
21,243.00
Page 18
$121,263.96
~
DISBURSEMENI'S OF PRINCIPAL
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
06/18/02 Reserve for balance due on Attorney's fee
$ 19/243.00
F\meral Expenses (Prin)
02/15/01 Sue Pierson-Reimburserrent to Crenation
Society for crenation se:rvices
Check rn.nrber 19
'IDTAL DISBURSEMENI'S OF PRINCIPAL
Page 19
$ 78/516.07
193.00
$199/973.03
-----------
-----------
">
.
DISTRIBUTIONS OF PRINCIPAL 'ill BENEFICIARIES
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
To: Gregory Jeffries
Bequest as per Item II A of will to Gregory Jeffries
10/19/01 PNC Bank-Estate Checking Acct.
Check number 1034
To: Edith Sheaffer
Bequest as per Item II B of will to Edith Sheaffer
10/19/01 PNC Bank-Estate Checking Acct.
Check rn..mber 1035
To: Ed Abolins
Bequest as per Item II C of will to Ed Abolins
10/19/01 PNC Bank-Estate Checking Acct.
Check number 1036
To: Richard Uber
Bequest as per Item II D of will to Richard B. Uber
10/19/01 PNC Bank-Estate Checking Acct.
Check number 1037
To: Tirrothy Douglas pierson
Bequest as per Item II E of will to Tirrothy Douglas
pierson
10/19/01 PNC Bank-Estate Checking Acct.
Check number 1038
$ 5,000.00
To: Tirrothy Douglas pierson
Fulton Bank-CD joint with Tirrothy pierson
12/27/01 Fulton Bank-Cert. of Deposit
12/27/01 Fulton Bank-Cert. of Deposit
Accrued Interest
Total for Tirrothy Douglas pierson
10,000.00
12.99
.
Page 20
$ 5,000.00
5,000.00
5,000.00
5,000.00
15,012.99
-.
,
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
To: Kimberly Dawn pierson
Bequest as per Item II F of will to Kirrberly Dawn
pierson
10/19/01 PNC Bank-Estate Checking Acct.
Check mmiber 1039
To: Martha SUe pierson
partial distribution
12/27/01 PNC Bank-Estate Checking Acct.
Check mmiber 1044
To: Martha SUe pierson
Household furnishings at appraised value
02/05/01 Household furnishings at appraised
Total for Martha SUe pierson
To: Mount Calvary Episcopal Church
Bequest as per Item II G of will to Mount Calvary
Episcopal Church
10/19/01 PNC Bank-Estate Checking Acct.
Check number 1031
To: HUI1B11.e Society of Harrisburg, West Shore
Bequest as per Item II H of will to Hurrene Society WS
Shelter
10/19/01 PNC Bank-Estate Checking Acct.
Check number 1032
To: New a.miberland Library
Bequest as per codicil as per Item II J of will to
New a.miberland Lib
10/19/01 PNC Bank-Estate Checking Acct.
Check number 1033
'I'O'J:1lli DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
$623,000.00
4,642.00
, .
Page 21
$ 5,000.00
627,642.00
10,000.00
10,000.00
5,000.00
$692,654.99
-----------
-----------
PRINCIPAL BALANCE ON HAND
Estate of Florence E. Robinson
As of 06/18/02
Current
Value
Checking ACCOllllts
PNC Bank-Estate Checking Acct. #50-0213-8188
$ 43,049.86
Money Market AcCOllllts
PNC Bank-Estate Money Market Acct.
#50-03549464
37,835.38
less: Incare balance on hand
$ 80,885.24
1,170.69
PRINCIPAL BALANCE ON HAND
$ 79,714.55
-----------
-----------
.,
Page 22
Carrying
Value
$ 43,049.86
37,835.38
$ 80,885.24
1,170.69
$ 79,714.55
-----------
-----------
-
RECEIPTS OF INCCME
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
Dividends
First Union Sec- Estate Evergreen fv1M
04/12/01 First Union Sec.-dividend on Estate Evergreen
fv1M Acct.
05/15/01 First Union Sec.-dividend on Estate Evergreen
fv1M Acct.
06/15/01 First Union Sec.-dividend on Estate Evergreen
fv1M Acct.
07/13/01 First Union Sec.-dividend on Estate Evergreen
fv1M Acct.
08/15/01 First Union Sec.-dividend on Estate Evergreen
fv1M Acct.
09/21/01 First Union Sec.-dividend on Estate Evergreen
fv1M Acct.
09/28/01 First Union Sec.-dividend on Estate Evergreen
fv1M Acct.
10/31/01 First Union Sec.-dividend on Estate Evergreen
MV1 Acct.
11/19/01 First Union Sec.-dividend on Estate Evergreen
MV1 Acct.
Prudential Sec. Inc. -CD BK & 'IR
02/15/01 CD BK & 'IR-dividend
07/02/01 CD BK & 'IR-dividend
Prudential Sec. Inc.-Bank New York
02/02/01 Bank of New York dividend (Dec. 2000)
02/15/01 Bank of New York-dividend
02/15/01 Bank of New York-dividend
03/15/01 Bank of New York-dividend
$ 39.80
609.36
793.29
613 .29
633.85
727.31
121.4 7
434.94
91.91
-----------
4,065.22
$
432.43
434.79
867.22
$
82.50
82.50
82.50
82.50
..
Page 23
-
RECEIPI'S OF INCXME
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
04/16/01 Bank of New York-dividend
05/15/01 Bank of New York-dividend
06/15/01 Bank of New York-dividend
07/16/01 Bank of New York-dividend
08/15/01 Bank of New York-dividend
09/17 /01 Bank of New York-dividend
10/15/01 Bank of New York-dividend
11/15/01 Bank of New York-dividend
11/20/01 Bank of New York-dividend
Prudential Sec. Inc. - Blackrock
02/02/01 Blackrock NA Gvt I/T dividend (Dec. 2000)
02/15/01 Blackrock NA Gvt. -dividend
02/28/01 Blackrock NA Gvt.-dividend
03/30/01 Receipt of 1.884 shs. of Blackrock NA Gvt.
Incare Tr pursuant to reinvested dividend
04/30/01 Blackrock NA Gvt.-dividend
Prudential Sec. Inc. -Delphi Auto
02/15/01 Delphi Autaro Sys-dividend
04/16/01 Receipt of 2.987 shs. of Delphia Auto Systems
pursuant to reinvested dividend
Prudential Sec. Inc.-Electronic
02/02/01 Electronic Data Systems dividend (Dec. 2000)
03/12/01 Electronic Data Systems-dividend
$
82.50
82.50
82.50
82.50
82.50
82.50
82.50
82.50
13 .75
1,003.75
$
21. 00
18.75
18.75
18.75
18.87
96.12
$
39.13
39.13
78.26
$
6.00
6.00
12.00
.4
Page 24
RECEIPTS OF IN<XME
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
Prudential Sec. Inc.-First Aus/Pr
02/02/01 First Aus/Prme IC/FD dividend (Dec. 2000)
02/09/01 First Aus/Prime IC/FD-dividend
02/15/01 First Aus/Prime IC/FD-dividend (reported in
2000)
03/01/01 First Aus/Prime IC/FD-dividend
04/12/01 Receipt of 71.785 shs. of First Aus/Prime F
Inc Fd pursuant to reinvested dividend
Prudential Sec. Inc.-CD First USA
02/21/01 CD First USA-dividend
08/23/01 CD First USA-dividend
11/20/01 CD First USA-dividend
Prudential Sec. Inc. - Fulton Fincl
02/15/01 Fulton Financial Corp-dividend
04/16/01 Receipt of 4.49 shs. of Fulton Fincl Corp
pursuant to reinvested dividend
Prudential Sec. Inc.-General Motors
02/02/01 General Motors Corp dividend (Dec. 2000)
03/12/01 General Motors Corp-dividend
Prudential Sec. Inc.-Kerrper US Mtge
02/02/01 Kemper US Mtge Cl A dividend (Dec. 2000)
02/15/01 Kerrper US Mtge-dividend
02/23/01 Kerrper US Mtge-dividend
$
288.67
288.67
288.67
288.67
270.63
1,425.31
$
393.71
387.29
190 .44
971.44
$
92.32
92.32
184.64
$
400.00
400.00
800.00
$
190.48
190.48
190.48
.
Page 25
RECEIPI'S OF INC<:ME
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
05/15/01 KerIper US Mtge-dividend
06/07/01 Kemper US Mtge-dividend (3-01)
06/07/01 Kemper US Mtge-dividend (5-01)
08/08/01 Kemper US Mtge n/k/a Scudder-dividend
09/07/01 Kffiper US Mtge n/k/a Scudder-dividend
10/04/01 Scudder-dividend
11/01/01 Scudder-dividend
12/12/01 Scudder-dividend
12/27/01 Scudder-dividend (6-01)
12/27/01 Scudder-dividend
Prudential Sec. Inc. -MFS Inter Inc
02/15/01 MFS Inter Inc.-dividend ($42.00 reported in
2000)
02/28/01 MFS Inter Inc.-dividend
03/30/01 Receipt of 6.003 shs. of MFS Inter Inc.
pursuant to reinvested dividend
04/30/01 MFS Inter Inc.-dividend
prudential Sec. Inc. - PP&L Corp
02/15/01 PP&L Corp.-dividend
04/02/01 PP&L Corp.-dividend
07/19/01 PP&L Corp.-dividend
Prudential Sec. Inc. - Pru Int' 1 Bond
02/02/01 Pru Int'l Bond A dividend (Dec. 2000)
Page 26
$
190.48
190 .48
190.48
192.11
181.32
181.32
181.32
181.32
192.11
181.32
2,433.70
$
84.00
42.00
41.00
40.24
207.24
$
106.00
106.00
12.97
224.97
$
53.25
..
RECEIPTS OF INCXME
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
02/02/01 Pru Int'l Band A dividend distribution (Dec.
2000)
02/15/01 Pru Int'l Band-dividend
02/21/01 Pru Int'l Bond-dividend
04/05/01 Pru Int'l Bond-dividend
05/03/01 Pru Int'l Band-dividend
07/10/01 Pru Int'l Band n/k/a Pru Glbl Total
Return-dividend
10/04/01 Pru Glbl Total Return-dividend
12/12/01 Pru Glbl Total Return dividend
04/05/02 Pru Glbl Total Return dividend
Prudential Sec. Inc. - Raytheon Co
02/15/01 Raytheon Co. -dividend
04/30/01 Raytheon Co. -dividend
Prudential Sec. Inc. -UGI Corp
02/15/01 UGI Corp-dividend
04/02/01 UGI Corp-dividend
Prudential Sec. Inc. - Pru Moneyrrart
02/23/01 Receipt of 29 shs. of Pru Moneyrrart pursuant
to reinvested dividend
03/16/01 Pru Moneyrrart-di vidend
OS/24/01 Receipt of 3 shs. of Pru Moneyrrart pursuant
to reinvested dividend
06/25/01 Receipt of 4 shs. of Pru Moneyrnart pursuant
to reinvested dividend
$
12.00
41.25
53.25
53.25
53.25
88.28
88.28
69.08
84.44
596.33
$
11.40
11.40
22.80
$
620.00
620.00
1/240.00
$
29.00
27.75
3.00
4.00
Page 27
RECEIPTS OF INCUVIE
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
07/24/01 Receipt of 32 shs. of Pm Moneyrrart pursuant
to reinvested dividend
08/24/01 Receipt of 47 shs. of Pm Moneyrrart pursuant
to reinvested dividend
09/24/01 Receipt of 45 shs. of Pm Moneyrrart pursuant
to reinvested dividend
10/24/01 Receipt of 38 shs. of Pm Moneyrrart pursuant
to reinvested dividend
11/20/01 Receipt of 33 shs. of Pm Moneyrrart pursuant
to reinvested dividend
12/12/01 Pm Moneyrrart-dividend
Wellington Fund
06/22/01 Receipt of 8.556 shs. of Vanguard Wellington
Fund pursuant to reinvested dividend
07/10/01 Wellington Fund-dividend fran March 2001
09/21/01 Receipt of 9.71 shs. of Vanguard Wellington
Fund pursuant to reinvested dividend
Total Dividends
Interest
me Bank -Checking Acct.
01/29/01 me Bank-Interest on Checking Acct.
me Bank-Estate Checking Acct.
09/18/01 me Bank-Interest on Estate Checking Acct.
fran 2-15 to 9-18-01
10/19/01 PNC Bank-interest on Estate Checking Acct.
11/19/01 me Bank-Interest on Estate Checking Acct.
12/18/01 PNC Bank-Interest on Estate Checking Acct.
$
32.00
47.00
45.00
38.00
33.00
17.44
276.19
$
245.63
256.31
247.60
749.54
$
2.33
249.49
7.82
16.23
88.12
Page 28
$ 15,254.73
RECEIPTS OF INCCME
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
01/18/02 PNC Bank-Interest on Estate Checking Acct.
02/15/02 ENC Bank-Interest on Estate Checking Acct.
03/19/02 PNC Bank-Interest on Estate Checking Acct.
04/17/02 ENC Bank-Interest on Estate Checking Acct.
05/17/02 PNC Bank-Interest on Estate Checking Acct.
06/18/02 PNC Bank-Interest on Estate Checking Acct.
M&T Bank-Savings Acct.
02/09/01 M&T Bank-Interest on Savings Acct.
03/09/01 M&T Bank-Interest on Savings Acct.
04/10/01 M&T Bank-Interest on Savings Acct.
05/10/01 M&T Bank-Interest on Savings Acct. ($.93 -
$.58 = $.35)
06/08/01 M&T Bank-Interest on Savings Acct.
07/10/01 M&T Bank-Interest on savings Acct.
08/10/01 M&T Bank-Interest on Savings Acct.
09/10/01 M&T Bank-Interest on Savings Acct.
10/10/01 M&T Bank-Interest on savings Acct.
11/08/01 M&T Bank-Interest on Savings Acct.
Fulton Bank-Money Market Acct.
01/31/01 Fulton Bank-Interest on Money Market Acct.
02/16/01 Fulton Bank-Interest on Money Market Acct.
PNC Bank-Estate Money Market Acct.
08/23/01 PNC Bank-Interest on Estate Money Market
$
79.87
0.53
0.68
2.27
18.28
18.87
482.16
$ 44.14
14.02
1.65
0.35
0.43
0.47
0.45
0.46
0.44
0.41
-----------
62.82
$
5.68
4.88
10.56
$
529.08
Page 29
RECEIPTS OF INCCME
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
09/21/01 PNC Bank-Interest on Estate Money Market
10/24/01 PNC Bank-Interest on Estate Money Market
11/23/01 PNC Bank-Interest on Estate Maney Market
12/21/01 PNC Bank-Interest on Estate Money Market
01/24/02 PNC Bank-Interest on Estate Money Market
02/21/02 PNC Bank-Interest on Estate Maney Market
03/22/02 PNC Bank-Interest on Estate Maney Market
04/23/02 PNC Bank-Interest on Estate Money Market
34 US Series HH Savings Bonds
07/05/01 US Series HH Savings Bonds-Interest on bands
Allfirst-Cert. of Deposit
01/29/01 Allfirst-Interest on Cert. of Deposit
03/16/01 Allfirst-Interest on Cert. of Deposit
11/15/01 Allfirst-Interest on Cert. of Deposit
FUlton Bank-Cert. of Deposit
02/02/01 fulton Bank-Interest on Cert. of Deposit
10/19/01 FUlton Bank-Interest on Cert. of Deposit
FUlton Bank-Cert. of Deposit
01/29/01 FUlton Bank-Interest on Cert. of Deposit
10/19/01 FUlton Bank-interest on Cert. of Deposit
$
699.19
718.10
556.39
521.08
426.79
167.38
121.26
96.11
3,835.38
$ 1,230.00
30.76
44.93
408.60
484.29
$
34.75
434.65
469.40
$
12.21
218.71
230.92
Page 30
RECEIPI'S OF INCCME
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
Fulton Bank-Cert. of Deposit
01/22/01 Fulton Bank-Interest on Cert. of Deposit
03/06/01 Fulton Bank-interest on Cert. of Deposit
10/19/01 Fulton Bank-interest on Cert. of Deposit
Fulton Bank-Cert. of Deposit
02/05/01 Fulton Bank-Interest on Cert. of Deposit
joint w/Tirrothy pierson
Fulton Bank-Cert. of Deposit
01/22/01 Fulton Bank-Interest on Cert. of Deposit
03/06/01 Fulton Bank-interest on Cert. of Deposit
10/19/01 Fulton Bank-interest on Cert. of Deposit
Fulton Bank-Cert. of Deposit
01/25/01 Fulton Bank-Interest on Cert. of Deposit
03/09/01 Fulton Bank-interest on Cert. of Deposit
10/19/01 Fulton Bank-interest on Cert. of Deposit
Fulton Bank-Cert. of Deposit
01/22/01 Fulton Bank-Interest on Cert. of Deposit
03/06/01 Fulton Bank-interest on Cert. of Deposit
10/19/01 Fulton Bank-interest on Cert. of Deposit
me Bank-Cert. of Deposit
01/22/01 PNC Bank-Interest on Cert. of Deposit
11/15/01 me Bank-interest on Cert. of Deposit
$
22.52
77 .40
607.09
707.01
$
57.66
13.34
51.60
406.47
471. 41
$
21.40
49.63
382.46
453 .49
$
34.12
105.58
825.06
964.76
$
7.70
468.43
476.13
Page 31
RECEIPTS OF INCUVIE
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
PNC Bank-Cert. of Deposit
11/15/01 PNC Bank-interest on Cert. of Deposit
PNC Bank-Cert. of Deposit
01/16/01 PNC Bank-Interest on Cert. of Deposit
11/15/01 PNC Bank-interest on Cert. of Deposit
$
275.85
1.53
376.91
378.44
PNC Bank-Cert. of Deposit
01/22/01 PNC Bank-Interest on Cert. of Deposit $ 9.18
11/15/01 PNC Bank-interest on Cert. of Deposit 461.33
-----------
470.51
M&T Bank-Cert. of Deposit
01/29/01 M&T Bank-Interest on Cert. of Deposit $ 17.82
11/15/01 M&T Bank-Interest on Cert. of Deposit 429.08
-----------
446.90
M&T Bank-Cert. of Deposit
02/08/01 M&T Bank-Interest on Cert. of Deposit $ 19.44
11/15/01 M&T Bank-Interest on Cert. of Deposit 235.35
-----------
254.79
M&T Bank-Cert. of Deposit
01/24/01 M&T Bank-Interest on Cert. of Deposit $ 13 .65
02/26/01 M&T Bank-Interest on Cert. of Deposit 52.79
11/15/01 M&T Bank-Interest on Cert. of Deposit 446.18
-----------
512.62
M&T Bank-Cert. of Deposit
01/22/01 M&T Bank-Interest on Cert. of Deposit $ 9.62
Page 32
RECEIPI'S OF INCnVlE
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
02/20/01 M&T Bank-Interest on Cert. of Deposit
11/15/01 M&T Bank-Interest on Cert. of Deposit
M&T Bank-Cert. of Deposit
01/22/01 M&T Bank-Interest on Cert. of Deposit
02/21/01 M&T Bank-Interest on Cert. of Deposit
11/15/01 M&T Bank-Interest on Cert. of Deposit
M&T Bank-Cert. of Deposit
01/23/01 M&T Bank-Interest on Cert. of Deposit
02/23/01 M&T Bank-Interest on Cert. of Deposit
11/15/01 M&T Bank-Interest on Cert. of Deposit
First Union National Bank-Cert.
02/09/01 First Union National Bank-interest on CD
03/09/01 First Union National Bank-interest on CD
04/26/01 First Union National Bank-interest on CD
05/15/01 First Union National Bank-interest on CD
06/07/01 First Union National Bank-interest on CD
07/10/01 First Union National Bank-interest on CD
08/08/01 First Union National Bank-interest on CD
09/27/01 First Union National Bank-interest on CD
10/23/01 First Union National Bank-interest on CD
11/09/01 First Union National Bank-interest on CD
11/15/01 First Union National Bank-interest on CD
$
74.46
638.49
722.57
$
8.02
49.63
424.00
481. 65
$
5.88
25.97
156.87
188.72
$ 15 . 95
26.26
29.07
28.13
29.07
28.13
29.07
29.07
28.13
22.21
4.29
-----------
269.38
Page 33
RECEIPTS OF INCUVlE
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
First Union National Bank-Cert.
02/01/01 First Union National Bank-interest on CD
02/27/01 First Union National Bank-interest on CD
03/23/01 First Union National Bank-interest on CD
04/26/01 First Union National Bank-interest on CD
OS/25/01 First Union National Bank-interest on CD
06/26/01 First Union National Bank-interest on CD
08/01/01 First Union National Bank-interest on CD
08/22/01 First Union National Bank-interest on CD
09/27/01 First Union National Bank-interest on CD
11/01/01 First Union National Bank-interest on CD
11/15/01 First Union National Bank-interest on CD
Miscellaneous
11/15/01 PNC Bank-interest on Cert. of Deposit
11/15/01 PNC Bank-interest on Cert. of Deposit
11/15/01 PNC Bank-interest on Cert. of Deposit
11/15/01 PNC Bank-interest on Cert. of Deposit
Total Interest
Tax Exenpt Interest
Prudential Sec. Inc.-Dreyfus Strong
02/02/01 Dreyfus Strg Mun dividend (Dec. 2000)
02/15/01 Dreyfus Strong Mun-dividend
02/28/01 Dreyfus Strong Mun-dividend
$ 2.90
29.95
27.05
29.95
28.98
29.95
28.98
29.95
29.95
28.98
19.31
-----------
285.95
$
745.64
661.17
675.43
341.28
2,423.52
$
102.74
102.74
102.74
Page 34
$ 16,649.22
RECEIPTS OF IN<XME
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
03/28/01 Receipt of 11.609 shs. of Dreyfus Stragetic
Mun Bond FUnd pursuant to reinvested dividend
04/27/01 Dreyfus Strong Mun-dividend
Prudential Sec. Inc. -urs MI'IF 96
02/02/01 urs MI'IF 96 dividend
02/15/01 urs MI'IF 96-dividend
02/15/01 urs MI'IF 96-dividend
03/15/01 urs MI'IF 96-dividend
04/16/01 urs MI'IF 96-dividend
04/20/01 urs MI'IF 96-dividend
Prudential Sec. Inc.-urs MI'IF 126
02/02/01 urs MI'IF 126 dividend (Dec. 2000)
02/15/01 urs MI'IF 126-dividend
02/15/01 urs MI'IF 126-dividend
03/15/01 urs MI'IF 126-dividend
04/16/01 urs MI'IF 126-dividend
04/24/01 urs MI'IF 126-dividend
Prudential Sec. Inc. -urs MI'IF PA
02/02/01 urs MI'IF PA 202 dividend (Dec. 2000)
02/15/01 urs MI'IF PA 202-dividend
02/26/01 urs MI'IF PA 202-dividend
03/26/01 urs MITR PA 202-dividend
04/20/01 urs MI'IF PA 202-dividend
$
102.74
103.28
514.24
$
11.80
11.70
11. 70
11. 80
11.70
61.80
120.50
$
12.00
12.10
12.00
12.10
11.50
59.80
119.50
$
32.13
32.06
32.06
31.99
14.98
Page 35
RECEIPTS OF INCCME
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
04/25/01 UTS MITF PA 202-dividend
Prudential Sec. Inc. -UTS PA IMIT
02/02/01 UTS PA IMIT 104 dividend (Dec. 2000)
02/15/01 UTS PA IMIT 104-dividend
02/26/01 UTS PA IMIT 104-dividend
03/26/01 UTS PA IMIT 104-dividend
04/19/01 UTS PA IMIT 104-dividend
04/25/01 UTS PA IMIT 104-dividend
Prudential Sec. Inc. -UTS PA IMIT
02/02/01 UTS PA IMIT 131 dividend (Dec. 2000)
02/15/01 UTS PA IMIT 131-dividend
02/26/01 UTS PA IMIT 131-dividend
03/26/01 UTS PA IMIT 131-dividend
04/19/01 UTS PA IMIT 131-dividend
04/25/01 UTS PA IMIT 131-dividend
Prudential Sec. Inc. -UTS PA IMIT
02/02/01 UTS PA IMIT 145 dividend (Dec. 2000)
02/15/01 UTS PA IMIT 145-dividend
02/26/01 UTS PA IMIT 145-dividend
03/26/01 UTS PA IMIT 145-dividend
04/19/01 UTS PA IMIT 145-dividend
04/25/01 UTS PA IMIT 145-dividend
Page 36
$
32.13
175.35
$
14.50
14.25
14.25
14.50
39.25
14.50
111.25
$
3.80
3.80
3.90
3.90
13 .00
3.70
32.10
$
54.20
133.20
2.80
2.60
21.40
2.20
216.40
RECEIPI'S OF IN<Xl"IE
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
Prudential Sec. Inc. -urs PA IMIT
02/02/01 urs PA IMIT 149 dividend (Dec. 2000)
02/15/01 UTS PA IMIT 149-dividend
02/26/01 urs PA IMIT 149-dividend
03/26/01 urs PA IMIT 149-dividend
04/19/01 urs PA IMIT 149-dividend
04/25/01 urs PA IMIT 149-dividend
Prudential Sec. Inc. -urs PA IMIT
02/02/01 urs PA IMIT 155 dividend (Dec. 2000)
02/15/01 urs PA IMIT 155-dividend
02/26/01 urs PA IMIT 155-dividend
03/26/01 urs PA IMIT 155-dividend
04/19/01 urs PA IMIT 155-dividend
04/25/01 urs PA IMIT 155-dividend
Prudential Sec. Inc. -urs PA IMIT
02/02/01 urs PA IMIT 221 dividend (Dec. 2000)
02/15/01 urs PA IMIT 221-dividend
02/26/01 urs PA IMIT 221-dividend
03/26/01 urs PA IMIT 221-dividend
04/19/01 urs PA IMIT 221-dividend
04/25/01 urs PA IMIT 221-dividend
Page 37
$
46.80
46.80
59.70
37.20
102.60
37.20
330.30
$
25.65
25.70
25.70
25.70
55.60
33.65
192.00
$
17.52
17 .48
16.32
17.48
8.12
17.52
94 .44
Page 38
RECEIPTS OF INCCl"lE
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
Prudential Sec. Inc. -urs PA IMIT
02/02/01 urs PA IMIT 225 dividend (Dece. 2000)
02/15/01 urs PA IMIT 225-dividend
02/26/01 urs PA IMIT 225-dividend
03/26/01 urs PA IMIT 225-dividend
04/20/01 urs PA IMIT 225-dividend
04/25/01 urs PA IMIT 225-dividend
Prudential Sec. Inc. - Pru Muni Fd Cl
02/02/01 Pru Muni Fd Cl A dividend (Dec. 2000)
02/02/01 Pru Muni Fd Cl A dividend distribution
2000)
02/15/01 Pru Muni Fd Cl A-dividend
02/15/01 Pru Muni Fd Cl A-dividend
02/26/01 Pru Muni Fd Cl A-dividend
04/06/01 Pru Muni Fd Cl A-dividend
05/03/01 Pru Muni Fd Cl A-dividend
06/07/01 Pru Muni Fd Cl A-dividend
07/05/01 Pru Muni Fd Cl A-dividend
08/01/01 Pru Muni Fd Cl A-dividend
08/31/01 Pru Muni Fd Cl A-dividend
10/04/01 Pru Muni Fd Cl A-dividend
11/09/01 Pru Muni Fd Cl A-dividend
12/04/01 Pru Muni Fd Cl A-dividend
01/23/02 Prudential Sec. Inc.-Pru Muni Fd Cl A
dividend (for December 2001)
$
46.53
46.53
44.00
46.53
21.67
46 .42
251.68
$ 9.67
(Dec.
134 .34
14.67
143.86
154.30
130.99
145.75
132.89
146.18
131.36
139.39
133.56
130.02
137.76
134 . 98
RECEIPTS OF INO:ME
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
02/15/02 Prudential Sec. Inc.-Pru Muni Fd Cl
B-dividend
03/22/02 Prudential Sec. Inc.-Pru Muni Fd Cl
B-dividend
04/05/02 Pru Muni Fd Cl B-dividend
04/17/02 Pru Muni Fd Cl B-dividend
Prudential Sec. Inc. -Van I<anpen Am
02/15/01 Van Karrpen Adv PA Muni-dividend (reported in
2000)
02/15/01 Van Karrpen Adv PA Muni-dividend
02/28/01 Van Karrpen Adv PA Muni-dividend
03/30/01 Receipt of 2.813 shs. of Van Karrpen Advtg PA
Muni Inc Tr pursuant to reinvested dividend
04/30/01 Van Karrpen Adv PA Muni-dividend
Prudential Sec. Inc. -Van Karrpen Am
02/02/01 Van Karrpen AM Cap PA VM dividend (Dec. 2000)
02/15/01 Van Karrpen PA VM-dividend
02/28/01 Van Karrpen PA VM-dividend
03/30/01 Receipt of 3.248 shs. of Van Karrpen PA Value
Muni Inc Tr pursuant to reinvested dividend
04/30/01 Van Karrpen PA VM-dividend
Total Tax Exerrpt Interest
'IOI1lli RECEIPTS OF INCCl\1E
$
146.27
168.19
134 . 08
114.11
2,698.13
$
45.00
45.00
45.00
45.00
45.21
225.21
$
39.42
39 .42
42.71
42.71
42 . 92
207.18
Page 40
$ 7,652.86
$ 39,556.81
-----------
-----------
DISBURSEMENTS OF INCaJIE
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
Fees and Camri.ssions
06/18/02 Reserve for Jon F. laFaver-Executor's
camri.ssion on incane
06/18/02 Reserve for David H. Stone-Attorney's fee on
incane
Incane Taxes
02/09/01 Foreign tax withheld on First Ails/Prime IC/FD
02/15/01 Tax withheld on foreign account (First
Aus/Prime Incane Fund) (reported in 2000)
Check:n.urrber 1041
03/01/01 Foreign tax withheld on First Aus/Prime IC/FD
04/15/02 united States Treasury-estimated payment on
Extension 1041 Federal FiduciaIy incane taxes
Check:n.urrber 1048
04/15/02 PA Depa.rtrrent of Revenue-estimated payment on
Extension PA41 FiduciaIy incane taxes
Check :n.urrber 1
'IOTIU... DISBURSEMENTS OF INcavIE
$
790.00
790.00
$
18.04
18.04
18.04
34,214.00
2,538.00
Page 41
$ 1,580.00
36,806.12
$ 38,386.12
-----------
-----------
To: Martha Sue pierson
residue of estate
Cash
Total
PRoroSED DISTRIBUTIONS TO BENEFICIARIES
Estate of Florence E. Robinson
For Period 01/12/01 Through 06/18/02
To: Earl Ferguson
Beq. as per Codicil to Earl Ferguson less ck.. received 11-28-00 $6700
Cash
Total
'IDrAL PRoroSED DISTRIBUTIONS TO BENEFICIARIES
Page 42
$ 72,585.24
$ 72,585.24
8,300.00
$ 8,300.00
$ 80,885.24
-----------
-----------
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Jon F. LaFaver, Executor under the Last Will and Testament of
Florence E. Robinson, deceased, hereby declares under oath (penalties
of perjury) that he has fully and faithfully discharged the duties of
his office; that the foregoing First and Final Account is true and
correct and fully discloses all significant transactions occurring
during the accounting period; that all known claims against the
estate have been paid in full; that, to his knowledge, there are no
claims now outstanding against the estate; and that all taxes pres-
ently due from the estate have been paid.
Sworn to and subscribed
before me this I h 'I<< day
of Ol'li>~ -' ~2002.
,
,~>n~
Notary Publlc
I NOTARIAL SEAL
l. TINA M. BURKEY. Notary Public
II New Cumberland Bora. Cumberland Co.
My Commission Expires April 15, 2005
l*
LAST WILL AND TESTAMENT
OF
FLORENCE E. ROBINSON
I, FLORENCE E. ROBINSON, of the Borough of New cumberland,
Cumberland County, Pennsylvania, declare this to be my last will and
revoke any will previously made by me.
ITEM I: I direct that my Executor hereinafter named shall pay
all my just debts and funeral expenses as soon as conveniently may be
done after my deceaGe.
ITEM II: I hereby make the following bequests:
A. Five Thc..1sand ($5,000.00) Dollars to GREGORY JEFFR1ES of
95 Brompton Road, Hummelstown, PA.
B. Five Thousand ($5,000.00) Dollars to EDITH SHEAFFER.
C. Five Thousand ($5,000.00) Dollars to ED ABOLINS of 432
Park Side Road, Camp Hill, PA.
D. Five Thousand ($5,000.00) Dollars to RICHA.RD B. UBER of
2 Commercial Drive, 'Camp Hill, PA.
E. Five Thousand ($5,000.00) Dollars to my step-grandson,
TIMOTHY DOUGLAS PIERSON.
Page 1 of 4
.'
. .
F. Five Thousand ($5,000.00) Dollars to my step-granddaugh-
~
ter, KIMBERLY~ PIERSON.
G. Ten Thousand ($10,000.00) Dollars to the MOUNT CALVARY
EPISCOPAL CHURCH of Camp Hill, PA.
H. Ten Thousand ($10,000.00) Dollars to the HUMANE SOCIETY
WEST SHORE SHELTER.
ITEM III. All the rest, residue and remainder of my estate,
whether real, personal or mixed, and wheresoever situate, I hereby
give, devise and bequeath to my step-daughter, MARTHA SUE PIERSON, or
her issue, per stirpes.
ITEM IV: I appoint JON F. LaFAVER Executor of this my last will.
Should JON F. LaFAVER fail to qualify or cease to act as Executor, I
appoint DAVID H. STONE, Executor of this my last will.
ITEM V:
No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of his/her duties
in any jurisdiction.
IN WITNESS WHEREOF, I, FLORENCE E. ROBINSON, have hereunto set my
hand and seal this
pYil
, 1998.
j-'
,i l' e.Pj'n.l ( "-'/.1... /
day of
f"-- - -, '7
, 'j- L:/l J- Vv\ <, .f) ___ C c. _ /1(,.6- {_~ /tA~
FLORENCE E. ROBINSON
Page 2 of 4
. .
.
.
l
SIGNED, SEALED, PUBLISHED and DECLARED by FLORENCE E. ROBINSON,
the Testatrix above named, as and for her Last Will and Testament, and
in the presence of us, who at her request, in her presence and in the
presence of each other, have subscribed our names as witnesses.
'It~:., L/P~ / ~ iJ / (j--
Q.../Jt u
~ ,-, fl
y J U~/n~J) /CL..
Address
I1C".-lG~o.l A~ 'A ... ~c:.
Address
COMMONWEALTH OF PENNSYLVANIA)
)
COUNTY OF CUMBERLAND )
SS.
I, FLORENCE E. ROBINSON, the Testatrix whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
this instrument as my Last Willi that I signed it willingly and that I
signed it as my free and voluntary act for the purposes therein
contained.
/'-j~ (;-. LL/.) L" .
t' 7 / .... { .
_' ._ _~, f- ~... r <: _ ..'. ~}:-'>, L-..-?--L ..J.~-
FLORENCE E. ROBINSON
Sworn to
or affirmed to and acknowledged before me by
"Cir
~ day of
(jL
.; /
t -'.,
, /Z::~f
Notary
FLORENCE E.
CONSTA~~lARIAl SEAL
MNew Cumberland ~L1C' Notary PUblic
y Commission ~vn' umber/and Co
'""PIres April 13, 1999
)~~.~ /
-
;t: KQA.4
Public
, 1998.
ROBINSON, the Testatrix, this
Page 3 of
4
L ,.
, .
.
COMMONWEALTH OF PENNSYLVANIA)
) SS.
COUNTY OF CUMBERLAND )
We, A~7ile ~, Lur{~eJ and ~tl~ (-\. -r'\O..u::..
/
the witnesses, whose names are signed to the attached or foregoing
instrument being duly qualified according to law, do depose and say
that we were present and saw Testatrix sign and execute the instrument
as her Last Will; that Testatrix signed willingly and that she exe-
cuted it as her free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of the Testatrix
signed the will as witnesses; that to the best of our knowledge, the
Testatrix was at the time eighteen years of age or more, of sound mind
and under no constraint or undue influence.
Sworn or affirmed to
by
and
, 1998.
'J \U
l\c~ it' P \,-,
I
LCIC l-<toJ ~
this :?
day of
witnesses,
Kad
Notary Public
NOTARIAL SEAL
CONSTANC! J{ARU. Notary Public
New Cllm:~:: I ,. .., Cumberland Co.
My CommlsslUlI w.~IiOS April 13, 1999
Page 4 of 4
,~
STONE, LAFAVER & SHEKLETSKI
.' ",.
A PROFESSIONAL CORPORATION
~~:';';t ATTORNEYS AT LAW
t':ti~~,;~.t~!o<:~STREET .
\NBW';omouriiiANn, PA. 17079
_ . _:~:;2'l:~.~1~~.~;:~; .
CODICIL TO THE LAST WILL AND TESTAMENT
OF
FLORENCE E. ROBINSON
I, FLORENCE E. ROBINSON, of New Cumberland, Pennsylvania
being of sound mind, memory and understanding, do hereby make,
publish and declare this as and for a Codicil to my Last Will and
Testament, dated December 8, 1998.
I.
I hereby add the following provisions to Item II of my Last
Will and Testament aforesaid:
I. I hereby give and bequeath the sum of Fifteen Thousand
Dollars ($15,000.00) unto my friend Earl Ferguson
of Brandt Avenue in New Cumberland, Pa.
J. I hereby give and bequeath the sum of Five Thousand
Dollars ($5,000.00) unto the New Cumberland Library
and Cultural Foundation in New Cumberland, Pa.
II.
All provisions of my Last Will and Testament aforesaid shall
remain in full force and effect, amended only by this Codicil.
IN WITNESS WHEREOF, I, FLORENCE E. ROBINSON, the Testatrix,
have unto this Codicil set my hand and seal this ;l~day of
November, 2000.
~ ~, . '"-< -, /? -t- r:.. A-...
F orence E. Ro ins-on
r '
... ._#
, .
SIGNED, SEALED, PUBLISHED AND DECLARED by Florence E. Robinson as
and for a Codicil to her Last will and Testament in the presence
of us, who at her request, in her presence, and in the presence of
each other, have subscribed our names as witnesses.
'~~~
~~~
...
~.
"
. '
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
STATEOFPENNSYLVANIA :
ss.
COUNTY OF CUMBERLAND :
Roger M. Morgenthal, Esquire, Editor of the Cumberland Law Journal, of the County
and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland
Law Journal, a legal periodical published in the Borough of Carlisle in the County and State
aforesaid, was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
V1Z:
FEBRUARY 9, 16,23,2001
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
R~ Editor.......
Robinson, Florence E., dec'd.
Late of the Borough of New
Cumberland.
Executor: Jon F. LaFaver. 120
Carol Street. New Cumberland.
PA 17070.
Attorneys: David H. Stone. Es-
quire. Stone LaFaver & Sheklet-
ski. P.O. Box E. New Cumber-
land. PA 17070.
SWORN TO AND SUBSCRIBED before me this
23 day of FEBRUARY. 2001
NOT l
lOlS E. SNYDER, Notary Public
CarIiM BolO, Cvmb.rlond County, PA
My CommiSlion Expi"" March 5,2001
<fi~''''---''''''''''-,._,,-,,~
. '
THE PATRIOT NEWS
THE SUNDAY PATRIOT NEWS
Proof of Publication
Under Act No. 587, Approved May 16, 1929
Commonwealth of Pennsylvania, County of Dauphin} ss
Michael Morrow being duly sworn according to law, deposes and says:
That he is the Asst. Controller of The Patriot News Co., a corporation organized and existing under the laws
of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in
the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and The
Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the
City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th,
1854, and September 18th, 1949, respectively, and all have been continuously published ever since;
That the printed notice or publication which is securely attached hereto is exactly as printed and published in
their regular daily and/or Sunday/ Metro editions which appeared on the 6th, 13th and 20th day(s) of February
2001. That neither he nor said Company is interested in the subject matter of said printed notice or advertising, and
that all of the allegations of this statement as to the time, place and character of publication are true; and
That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this
statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and
adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in
the office for the Recording of Deeds in and for said C n of Da phin in Miscellaneous Book "M",
Volume 14, Page 317.
PUBLICATION
COpy
..~(.
... ...., .".... i.. . Y,....,.......... of
II! " . ... .'..fIIt lIollIiUoh of
NeW . , MCur/lIjer...anct
~_. "".' PlImla" ,,'... '*-d.
~. ,'. ,. ':.r#.f:t__
~tb 1IlCIQ~ i:laYtnent ancl
thoM hav'lltI claIms will pr.......lIlem wl"-t
delaYtll: .
JM"'~",,-,-
laClilnf=
"...,Ctl.. .'. .'. ... ~ tltJl
DlIYIlI H. ..... .~... .
r~R.S"'IQ.'TS.ki
.... .PA t7R,
STONE, LAFAVER & SHEKLETSKI
ATTN: DAVID H. STONE
414 BRIDGE STREET
NEW CUMBERLAND, PA. 17070
$iI&) . cJ-t,
)-13
J-~o
Statement of Advertising Costs
To THE PATRIOT-NEWS CO., Dr.
For publishing the notice or publication attached
hereto on the above stated dates $
Probating same Notary Fee(s) $
Total $
92.31
1.50
93.81
Publisher's Receipt for Advertising Cost
The Patriot News Co., publisher of The Patriot-News and The Sunday Patriot-News, newspapers of general
circulation, hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have
been duly paid.
By....................................................................
.
'"
."
. .
. Inventory of the real and personal estate of
,.
Florence E. Robinson
deceased
Inventory l
Estate of Florence E. Robinson
From 01/12/00 To 12/19/01
Description Accmed Interest Value Total
Checking Accounts ,
I
PNC Bank -Checking Ac::ct. 2.21 I 10,791 .96
:1
I:
Savings Accounts !
M&T Bank-Savings Acct. 9.91 26,692 .46
I
M:::lney Market Accounts
II
Fulton Bank-Money Market Acct. 5.20 j' 8,461 .48
Camon Stocks II
Prudential Sec. Inc. -CD BK & 'IR 15,000.00
I
I
Prudential Sec. Inc. -Bank New York 14,364.98 I
!I
Prudential Sec. Inc. - Black:rock 3,018.75
Prudential Sec. Inc. -Delphi Auto 7, 721.19 I
Prudential Sec. Inc. -Dreyfus Strong 19,525.00 I
I
Prudential Inc. -Electronic i
Sec. 2,202.50 I
Prudential Sec. Inc. -First Aus/Pr 25,980.48 I
I
Prudential Sec. Inc.-CD First USA 11,000.00 i
I
Prudential Sec. InC.-Fulton Fincl 12,802.19
Prudential Sec. Inc. -General Motors 42,300.00 ,I
Prudential Sec. Inc. -General M:::ltors 862.20
Prudential Sec. Inc. - Kerrper US Mtge 37,023.15
Prudential Sec. Inc. -MFS Inter Inc 6,812.50
Prudential Sec. Inc. -UI'S MITF 96 2,371.30
Prudential Sec. Inc. -UI'S MITF 126 2,040.10
Prudential Sec. Inc. -UTS MITF PA 7,076.09
Prudential Sec. Inc. - PP&L Corp 14,375.00
Prudential Sec. Inc. -UI'S PA IMIT 3,754.00
.
. .
eOMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
55:
Jon F. LaFaver
being duly
sworn
according to law, deposes and says that he
of the Estate of Florence E. Robinson
is the Executor
late of ~w-Cumberland Borough- __m_____ I Cumberland County, Pa., deceased and that the
. h" . t d b Jon F. LaFaver th .d Executor
Wit In IS an Inven ory ma e y -- - _, e sa.
of the entire estate of said decedent, consisting of all the personal propc!rty 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.
19
120 Carol Street
and subscribed before me,
New Cumberland, PA 17070
Addr.n
Date of Death
12
Day
01
Month
2001
Y..r
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
..c:
t:n
::ll
0:
10-11
0'
~; CQ
..-l 0
~I >- [/)' '0, "'0
~ 41
I- W ~, ..
>- c::: I- .,..j ~! III
W <II( .0, ..-t III
I ~ Q. U !
I- 0 lo-lI
..-l 0 Vl III II I~
0 0 w w ll::, <9 c l:l'I
J: c::: III
0 I- Q. U. ~ Q.. Ie
N Z I- ..J III ...
I u. ..J <II( 0 Pil ::l Q.. I~
...-l W 0 <II( w U .;.
Nt > z c::: OJ, '<II(
- ,
Z 0 (), ~ e
C ::I
c:i V) z ~. <U 0
c::: OJ. Z U
Z w <II( 10-1 -
Q. "'0
0 c::
r-l III
Iil - -.:
0 III
..a "'0 ~
III E
- ..! 0
III ::I 0
...l U u:: ClQ "
. . .
I Invento:ry
, <<
. Estate of Florence E. Robinson
FDom 01/12/00 To 12/19/01
Description Accrued Interest Value Total
Prudential Sec. Inc. -UTS PA IMIT 1,213.30
Prudential See. Inc. -UTS PA IMIT 1,367.60
Prudenital Sec. Inc. -UTS PA IMIT 8,532.10
Prudential See. Inc. -UTS PA IMIT 4,807.70
Prudential See. Inc. -UTS PA IMIT 4,109.80
Prudential Sec. Inc. -UI'S PA IMIT 10,945.00
Prudential Sec. Inc. - Pru Muni Fd Cl 34,614.29
Prudential See. Inc. - Pru Muni Fd Cl 41,514.40
Prudential See. Inc. - PJ::u Int I 1 Bond 9,225.00
Prudential Sec. Inc. -Raytheon Co 1,685.06
Prudeni tal See. Inc. -illI Corp 37,600.00
Prudential See. Inc. -Van Karrpen Am 9,375.00
Prudential Sec. Inc. -Van Karrpen Am 8,828.44
Prudential See. Inc. - PJ::u MJneyrrart 8,964.00
Wellington Fund 29,796.00
------------
440,807.12
Federal Notes and Bonds
34 US Series HH Savings Bonds 100,500.00
Certificates of Deposit
Allfirst-Cert. of Deposit 18.84 10,018.84
Fulton Bank-Cert. of Deposit 16.51 10,016.51
Ful ton Bank-Cert. of Deposit 12.99 5,012.99
Ful ton Bank-Cert. of Deposit 54.88 15,054.88
Ful ton Bank-Cert. of Deposit 12.99 10,012.99
2
~
..
. .
,
Inventory
Estate of Florence E. Robinson
FDam 01/12/00 To 12/19/01
'0'
Description Accmed Interest Value
Fulton Bank-Cert. of Deposit 38.26 10,038.26
Fulton Bank-Cert. of Deposit 29.73 10,029.73
Ful ton Bank-Cert. of Deposit 71.46 20,071. 46
mc Bank-Cert. of Deposit 39.98 10,039.98
mc Bank-Cert. of Deposit 21.63 15, 021. 63
mc Bank-Cert. of Deposit 27.52 7,027.52
mc Bank-Cert. of Deposit 21.37 15,021.37
mc Bank-Cert. of Deposit 36.47 10,036.47
mc Bank-Cert. of Deposit 47.67 10,047.67
mc Bank-Cert. of Deposit 42.21 15,042.21
mc Bank-Cert. of Deposit 8.38 10,008.38
M&T Bank-Cert. of Deposit 28.15 10,028.15
M&T Bank-Cert. of Deposit 6.74 5,006.74
M&T Bank-Cert. of Deposit 39.15 10,039.15
M&T Bank-Cert. of Deposit 64.83 15,064.83
M&T Bank-Cert. of Deposit 41.61 10, 041. 61
M&T Bank-Cert. of Deposit 20.09 5,020.09
First Union National Bank-Cert. 13.12 7, 013 .12
First Union National Bank-Cert. 27.01 8,027.01
------------
Residences
Property located at 1725 Warren St.
Household Goods & Funrishings
Household furnishings at appraised
3
.
Total
252,741.59
117,000.00
4,642.00
It
II
. .
.
\.
Description
Misc. Personal Property
1984 Ford Sedan
Refnnds
Country Meadows-refund
Carcast -refund
Inventory
Estate of Florence E. Robinson
From 01/12/00 To 12/19/01
Acc:rued Interest
GE Capital Assoc. -premil.llTI refund
PAWC-refund
us Treast..u:y-incare tax refund
Travelers Ins. -refund
Caron1flealth of PA
us Treasury-tax relief rebate
4
Value
595.98
26.58
713 . 91
829.00
11.32
78.00
300.00
821.48
, .
.
Total
500.00
3,376.27
965,512.88
------------
------------
C/
IN RE: ESTATE OF FLORENCE E.
ROBINSON, LATE OF THE BOROUGH OF
NEW CUMBERLAND, CUMBERLAND
COUNTY, PENNSYLVANIA, DECEASED
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-0111
EXCEPTIONS OF HENRY EARL FERGUSON, III (FERGUSON)
TO ACCOUNT AND PROPOSED DISTRIBUTION
TO THE HONORABLE JUDGES OF SAID COURT:
AND NOW comes Ferguson, by and through his attorney, Norman M.
Yoffe, Esquire, and files the following Exceptions to the Account and
Proposed Distribution as follows:
1. The Executor of this Estate, Jon F. LaFaver has filed his
Account and Proposed Distribution Schedule under date of October 24,
2002, relating to his administration of the above estate.
2. Ferguson is a named legatee of said estate pursuant to
Section 1(1) of Decedent's November 2, 2000 codicil to her Will.
3. In said bequest, Ferguson is devised the sum of $15,000.00.
4. Per the Executor's Proposed Distribution on Page 42, Ferguson
is scheduled to receive only $8,300.00, the Executor having taken
credit for and deducted the sum of $6,700.00 which is apparently being
claimed as an "advancement" by the said Executor.
5. There is no evidence to support the theory of an
"advancement" in this case; i. e., there is no credible evidence that
Decedent intended that her check given to Ferguson on November 28,
2000 was to operate as a partial payment on his legacy.
6. Additionally, since Ferguson is not a member of a class of
sibling legatees, the advancement theory is completely inapplicable to
him and his legacy, as a matter of law.
"
7.
Pursuant to 20 Pa. C.S.A.
~3543 (a) ,
as a pecuniary
beneficiary or legatee, Ferguson is entitled to interest on his
bequest at the rate of 5% per annum from and after one year from the
date of Decedent's death on January 21, 2001.
WHEREFORE, Ferguson requests the Court to Order and direct the
Executor to amend his Proposed Distribution so as to provide Ferguson
with his full bequest of $15,000.00 plus interest at 5% per annum from
January 26, 2002 to the date of payment.
By~~.~7~
6JORMAN M. YOFFE, ESQUIRE
Attorney for Henry Earl
Ferguson, III
214 Senate Avenue, Suite 203
Camp Hill, PA 17011
(717) 975-1838
Attorney ID No. 07135
Ferguson\robinson\exceptions
IN RE: ESTATE OF FLORENCE E.
ROBINSON, LATE OF THE BOROUGH OF
NEW CUMBERLAND, CUMBERLAND
COUNTY, PENNSYLVANIA, DECEASED
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-0111
VERIFICATION
I hereby state that I am an adult individual who is authorized
to make this verification and that the facts set forth in the foregoing
Exceptions are true to the best of my knowledge, information, and
belief.
I understand that false statements herein are made subject to
the penalties of 18 Pa. C.S. ~4904 relating to unsworn falsificatjon to
authorities.
Dated: ul~lo~
STATUS REPORT UNDER RULE 6.12
/-,'
I ~ V
V
OJ{
Name of Decedent: Florence E. Robinson
Date of Death: January 12, 2001
Will No. 21-01-0111
To the Register:
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: in the next six months
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.
the personal representative's account is:
(if any)
N/A
for
(c) Did the personal representative state an account
informally to the parties in interest? Yes___ No
Date:
(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 th\i;~;P::' oavCZJt, Esquire
414 Bridge Street
New Cumberland, PA 17070
717-774-7435
Capacity:
Personal Representative
x
Counsel for Personal
Representative
.
.
.
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 12/06/2002
JON F LAFAVER
120 CAROL STREET
NEW CUMBERLAND, PA 17070
RE: Estate of ROBINSON FLORENCE E
File Number: 2001-00111
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 will become delinquent on: 1/12/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
MARY C. LEWIS
REGISTER OF WILLS
cc:
IFile
Counsel
Judge
o
IN RE: ESTATE OF FLORENCE E.
ROBINSON, LATE OF THE BOROUGH OF
NEW CUMBERLAND, CUMBERLAND
COUNTY, PENNSYLVANIA, DECEASED
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-0111
ORDER
AND NOW, this ~i. ( 7
due consideratio~he within
, :~~ation
Petition ~
,
and
Esquire is appointed as an Auditor to pass upon the Objections filed
by Henry Earl Ferguson, III to the Account and Proposed Distribution
as filed by the Executor of this Estate.
BY THE COURT
P.J.
'.
IN RE: ESTATE OF FLORENCE E.
ROBINSON, LATE OF THE BOROUGH OF
NEW CUMBERLAND, CUMBERLAND
COUNTY, PENNSYLVANIA, DECEASED
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-0111
PETITION FOR APPOINTMENT OF AN AUDITOR TO PASS UPON
EXCEPTIONS TAKEN BY HENRY EARL FERGUSON, III TO THE
ACCOUNT AND PROPOSED DISTRIBUTION FILED BY EXECUTOR
TO THE HONORABLE GEORGE E. HOFFER, PRESIDENT JUDGE:
The Petition of Henry Earl Ferguson, III, by his attorney, Yoffe
& Yoffe & Yoffe, P.C. per Norman M. Yoffe, Esquire, respectfully
represents:
1. That on November 13, 2002 he filed Exceptions to the Account
and Proposed Distribution filed by John F. LaFaver, Executor of this
Estate.
2. The aforesaid Exceptions raise a legal issue (s) as well as
required factual findings to adjudicate same.
WHEREFORE, Petitioner requests the Court to appoint an auditor to
pass upon the aforesaid Exceptions, pursuant to Cumberland County
Orphans' Rule 6.10-2.
YOFFE & YOFFE, P.C.
Ferguson\robinson\petition
BY/~ Y1tlJ+
NORMAN M. YOFFE, ESQUIRE
Attorney for Henry Earl
Ferguson, III
214 Senate Avenue, Suite 203
Camp Hill, PA 17011
(717) 975-1838
Attorney 10 No. 07135
AT THE ORPHANS' COURT, Began on April 7, 2003, and holden Carlisle, in and for Cumberland
County, before the Honorable George E. Hoffer, President and Sole Judge the following proceedings
were held to wit:
THE PETITION
ORDER
AND NOW, this April 7, 2003, upon presentation and due consideration of the within Petition, Ronald
Johnson, Esquire is appointed as an Auditor to pass upon the Objections filed by Henry Earl Ferguson, III
to the Account and Proposed Distribution as filed by the Executor of this Estate.
By the Court,
George E. Hoffer, P.I.
Commonwealth of Pennylsvania
County of Cumberland
Ronald Johnson, Esquire, being duly sworn according to law, deposes and says that he will perform the
duties of auditor in the above estate with fidelity:
Sworn and Subscribed to before me this
~ day of MR IL ,2003 A.D.
NiLAAtlt Tn. O1fd*&phg 0'1.
Clerk of Orphans Court V mdJ 1.[ [LJ
Cumberland County, Pennsylvania o \.AI
IN RE: ESTATE OF FLORENCE E.
ROBINSON, LATE OF THE BOROUGH
OF NEW CUMBERLAND
CUMBERLAND COUNTY, PA
Deceased
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO: 21-01-0111
NOTICE OF PREHEARING CONFERENCE
PLEASE TAKE NOTICE that the Auditor appointed in the above-captioned action will sit
for the purpose of his appointment on Thursday, May 8, 2003, at 9:30 o'clock A.M. in the office of
Ronald E. Johnson, Andrews & Johnson, 78 West Pomfret Street, Carlisle, Pennsylvania.
Date: pJ/tL!
TO:
Norman M. Y offe, Esquire
214 Senate Avenue, Suite 203
Camp Hill, PA 17011
David H. Stone, Esquire
1414 Bridge Street
New Cumberland, P A 17070
IN RE: ESTATE OF FLORENCE E.
ROBINSON, LATE OF THE BOROUGH
OF NEW CUMBERLAND
CUMBERLAND COUNTY, PA
Deceased
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO: 21-01-0111
NOTICE OF AUDITOR'S HEARING
PLEASE TAKE NOTICE that the Auditor appointed in the above-captioned action will sit
for the purpose of his appointment and take testimony and receive evidence on Wednesday, June 18,
2003, at 9:30 o'clock A.M. in the office of Ronald E. Johnson, Andrews & Johnson, 78 West
Pomfret Street, Carlisle, Pennsylvania.
Date: d:t/is
/ /
By:
TO:
Norman M. Yoffe, Esquire
214 Senate Avenue, Suite 203
Camp Hill, PA 17011
David H. Stone, Esquire
1414 Bridge Street
New Cumberland, PA 17070
Court Administrator's Office
Cumberland County Courthouse
1 Courthouse Square
Carlisle, P A 17013
Bulletin Board, Office of the Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, P A 17013
Jan Bucher, Court Reporter
247 West Willow Street
Carlisle, P A 17013
ORIGINAL
.
1 IN RE: ESTATE OF
FLORENCE E. ROBINSON,
2 LATE OF THE BOROUGH OF
NEW CUMBERLAND,
3 CUMBERLAND COUNTY, PA,
Deceased.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-0111
4
5
6
7
8
9
10
Before:
11
Date:
12
Place:
. 13
14
15
16
17
APPEARANCES:
18
TRANSCRIPT OF PROCEEDINGS
AUDITOR'S HEARING
RONALD E. JOHNSON, ESQUIRE, Auditor
Wednesday, June 18, 2003, 9:30 a.m.
Andrews & Johnson
78 West Pomfret Street
Carlisle, Pennsylvania
STONE, LAFAVER & SHEKLETSKI
19 BY: ELIZABETH B. STONE, ESQUIRE
FOR - ESTATE OF FLORENCE ROBINSON
20
LAW OFFICES OF YOFFE & YOFFE, P.C.
21 BY: NORMAN M. YOFFE, ESQUIRE
FOR - HENRY EARL FERGUSON, III
22
23
24
Jan L. Bucher
Reporter-Notary
.
25
2
. 1 I N D E X
2 WITNESSES DIRECT CROSS REDIRECT RECROSS
3 Henry Earl Ferguson 4 28/55 59
4 John LaFaver 60 83
5 Henry Earl Ferguson, 91
recalled
6
7
8
9
10
11
12
. 13 EXHIBITS
14 FOR THE ESTATE MARKED IDENTIFIED
15 1 Front and Back of Check #429 92 93
16 2 Blank Check Register and Check #430 92 93
17 3 Copy of Check Register 92
18
19
20
21
22
23
24
. 25
3
.
1 AUDITOR JOHNSON: This is the date, place, and
2 time for the Auditor's hearing in re Estate of Florence E.
3 Robinson, late of the Borough of New Cumberland based upon
4 exceptions filed by Henry Earl Ferguson, III, in the
5 account of proposed distribution.
6 Norman M. Yoffe, Esquire, appears on behalf of
7 the Exceptant, and Mr. Ferguson is also present.
8 Elizabeth Stone appears on behalf of the Estate along with
9 John LaFaver, Executor.
10 Anybody have anything they want to put on the
11 record at this time?
12 MS. STONE: I would like to add one thing.
13 It's an apology for misstating Mrs. Robinson's date of
14 death. It was the need of the glasses and reading the
15 wrong date. And I think our memorandum stated it was
16 January 2, and it is January 12.
17 AUDITOR JOHNSON: Okay. No problem. I believe
18 that Mr. Ferguson probably has the burden of proof.
19 MR. YOFFE: I don't think so.
20 AUDITOR JOHNSON: I think the Exceptant does.
21 MS. STONE: -- filing of petition of party.
22 MR. YOFFE: I don't --
23 AUDITOR JOHNSON: Now, once you go forward the
24 burden may fall to the Estate.
25 MR. YOFFE: Well, I don't think it particularly
.
.
4
.
1 matters who goes first. But who has the burden of proof
2 could be an important consideration in the Auditor's final
3 determination. We've cited our cases in our brief and
4 what we believe clearly indicates that on this particular
5 issue the party who is claiming the ademption has the
6 burden of proof.
7 AUDITOR JOHNSON: And I may agree once you
8 it is my understanding that the person who files the
9 exceptions has the burden of proof going forward. But it
10 may be that once we get into the specifics that on that
11 specific issue the Estate has the burden. Somebody's got
12 to go first.
13 MR. YOFFE: Do you want to get sworn in?
14 AUDITOR JOHNSON: Yeah. Whoever's going to
15 testify, raise your right hand.
16 (Witnesses were sworn en masse.)
17
18 HENRY EARL FERGUSON, III, called as a witness,
.
19 having been previously duly sworn, testified as follows:
20 DIRECT EXAMINATION
21 BY MR. YOFFE:
22 Q State your name, please.
23 A Henry Earl Ferguson, III.
24 Q Where do you live, Mr. Ferguson?
. 25 A I live at 914 Brandt Avenue, New Cumberland,
5
.
1 Pennsylvania.
2 Q And you've lived there for some time?
3 A A few years, yes.
4 Q And for how long?
5 A I would say two to three years.
6 Q And what business are you engaged in?
7 A I have a meat and seafood company and I have
.
8 some apartment buildings.
9 Q And what's that company called?
10 A American Meat Management. They do business as
11 Anchors Away.
12 Q And do they sell a certain product?
13 A Yes. They sell steak, shrimp, lobster, and
14 things of that nature.
15 Q Is that a sole proprietorship, partnership, or
16 corporation?
17 A It's a corporation. I'm the sales manager.
18 Q Have you been acquainted with Florence E.
19 Robinson?
20
21
22
23
A
Q
A
Q
Yes, I have.
And how long have you known her?
I knew her for a few years.
Like, how many?
.
24 A Prior to her death I probably knew her, I would
25 say, two to three years. The specifics I really don't
.
.
.
6
1 know. A few years.
2 Q In what capacity did you know her?
3 A When I first met her another salesman from my
4 office had went down there and she had looked at what we
5 sold. And she liked it so she called the office. And I
6 came out and she bought some stuff from me.
7 Q Now, you know Florence Robinson died?
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
A
Q
Yes.
I believe I remember her date of death was
January 12 of 2001. You are aware of that, are you not?
A Yes.
Q And are you aware of the probate proceedings
with regard to her estate and her will and the codicil to
her will?
A Yes.
Q Are you named as a beneficiary in either the
will or the codicil?
A The codicil.
Q Now, we're talking about a codicil that is
dated November 2 of the year 2000; is that correct?
A Urn hum.
Q Can you tell us in what paragraph of that
codicil you were named?
A I believe it's paragraph 1 or "I".
Q Would that actually be an "I", capital "I"?
.
.
.
7
1
A
Yes.
2 Q And what bequest does that mention to you in
3 the codicil?
4
$15,000.
A
5 Q And are you aware that the executor has filed
6 first and final account with the Court in this case?
7
8
9
10
11
12
A
Yes.
Q Have you ever been paid by the Estate any part
of that $15,OOO?
A No.
Q Are you aware that the executors have filed
their account and have indicated that you should be paid
13 something?
14
15
16
A
Yes.
Q And I have the account here. I'm not sure what
page it's on. But referring to page 42 of that
17 account
you see it in front of you?
Yes. It says $8,300.
18
19
20
21
22
23
24
25
A
Q Does it also indicate that they are deducting
from your share a certain amount?
A
Yes. It says $6,700.
Q Would it be correct to say that $8,300 is the
residue of what would be left over if you deduct $6,700
from $15,OOO?
A Yes.
.
.
.
8
1
2
3
4
5
6
7
Q Subsequent to the date that the codicil was
executed which was November 3 of the year 2000, did you
have any occasion to receive any money or check or funds
from Mrs. Robinson?
A She did give me a check for $6,700, yes.
Q And about when did that occur?
A
I'm taking it as a few weeks prior to her
8 death.
9 Q Would that have been in, if you recall,
10 November or December of the year 2000?
11 A Yeah. I am the -- you're refreshing my
12 memory. Dates and times I don't do well on.
13
And in what form was that money transferred,
Q
14 cash, check?
15
16
17
18
19
20
21
22
23
24
She gave me a check.
And on what type of account, a personal account
A
Q
or --
A I believe it was M&T Bank. I believe it was
M&T Bank by the funeral home -- not the funeral home, by
the home in Mechanicsburg where she was staying.
Q Did she write that check in your presence or in
your absence?
A
Q
Yes, she did.
And where was the check written with regard
25 to -- in an office, a street, or home or what? Your home,
.
.
.
9
1 her home?
2 A Well, what happened was -- the long story of it
3 was
4 Q Well, before you get into the long story, I'm
5 just asking you, Where did she write it? You were present
6 when she wrote it.
7
8
9
10
11
12
13
14
15
16
17
I believe we were at the bank. I believe we
A
were at the bank.
Q At the bank?
A Yes. I'm not positive, but I believe we were
at the bank. Either at the bank or in my vehicle, one of
the two. I'm not sure.
Q But you were present when she wrote it?
A Yes, I think so.
Q On whose account was it, her account or --
A
Q
It was her account.
A personal account or out of a business account
18 or what?
19
20
21
22
23
24
25
A
Q
A
It was a personal account, I believe.
And the amount of that check was?
$6,700.
Q Now, and then she delivered that check to you
at that time?
A Yes.
Q Can you tell us the circumstances which led up
.
.
.
10
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
to her writing that check at her bank and delivering it to
you, a check for $6,700?
A It was a long system of circumstances. But
when I first met Florence Robinson I sold her meat and
seafood. And she lived in New Cumberland and I was buying
a house in New Cumberland not far away. And I am from
Baltimore originally. My parents lived in Baltimore. And
she was an older lady by herself; she just had a dog.
She kept calling me back out to sell her more
meat and seafood. And I did sell her quite a bit. At
some points I had to tell her, No, Florence, you don't
want that much because she would buy it and she would give
it to her friends and neighbors. And I said, Florence,
you don't want that much.
We got to be friends. We went she liked to
go to the Navy to the Officers' Club. We went there
quite often.
Q You socialized with her?
A Yes.
20 Q
21 you say?
22 A
23 Q
24 other
You socialized with her going to the 0 Club, as
Yes.
Was that typically you and she alone or did
25
A
No. Her, my wife, and my two boys would go
11
.
1 sometimes, too.
2 Q What did you do there at the 0 Club?
3 A It was a buffet. We'd go there and eat
4 basically so she could get out of the house, really. She
5 liked to go. She'd call me just about every week and try
6 to set up a time to go there. Sometimes I would go;
7 sometimes I couldn't. But we probably went 30 or 40 times
8 total.
9
10 business.
But we got to be friends. She knew my
I knew her business -- well, not much of her
.
11 business. But she knew what I did because I'm a salesman
12 and I tend to talk a lot being a salesman. And I told her
13 things that went on in my life. I was buying some
14 apartment buildings and doing other stuff.
15 At the time she gave the $6,700 she called me
16 up because her family had moved her from her home to a
17 nursing home. And she called me up and she --
18 Q Now, what month or year are we talking about?
19 A I would think it would be right around the time
20 she wrote the check, just before -- prior to the time she
21 wrote the check. But I saw her often before that. And
22 she had a dog. And when her dog passed away anyone that
23 knows -- that was -- the dog was her life and she loved
24 that dog and --
25 Q Well, just go back a minute. Other than
.
12
.
1 socializing at the New Cumberland 0 Club, did she call
2 upon you or ask you or did you offer to do other things
3 for her in and around her house?
4 A She called me anytime she had a problem, pretty
5 much on a daily basis. She'd call me up for stuff, like,
6 to help her move her trash cans out and put them back and
7 do other things for her.
8 Q How about the
9 A Clean up -- she had people that did her lawn
10 and her tree service and stuff. And she wanted me to come
11 over and check out and see if they did this right and that
12 right and maybe move a little bit of branches in the back.
13 Q Did she ever request help in being taken one
14 place or another to keep appointments, anything like that?
15 A I took her to the grocery store a couple
16 times. I went -- took her to -- after her dog died she
17 was very depressed about that. And I took her to the SPCA
18 over on Grayson Road. And we looked around, maybe she
19 might get another dog because it made her happy to have a
20 dog. So I thought maybe that would help her. But she was
21 pretty well sure she couldn't handle another dog. So she
22 never did get one.
23 Q You say in addition to your work selling foods
24 you have apartments?
25 A Yes.
.
.
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13
1 Q
2 A
3 units.
Apartments in and around
Harrisburg. Yes, I have 21; 5 buildings, 21
4
5
6
Q Was Mrs. Robinson interested in that, you say?
A Yeah, she well, she knew I bought a building
over on State Street at a tax sale. And she came over and
7 looked at it before I redid it. I redid the whole thing
8 and she knew -- because I worked six days a week at my
9 job. And on Sundays I would go over and rebuild that
10 apartment building. And she was interested in that. And
11 she said I worked too much. And at many points she
12 attempted to give me moneys which I didn't take.
13 Q Let me ask you about that. Other than the
14 $6,700, were there one or more other occasions when she
15 offered to give you moneys?
16 A She offered me money -- every time I saw her
17 she offered me money.
18 Q Is that for doing specific things or just as a
19 gift?
20
21
22
23
24
25
A She liked me. She said I worked too hard. I
believe that she thought if she gave me money that I would
have to work less and have more time to spend with her.
And she wanted to help me because she liked me. I mean,
she saw my house. I bought a house in New Cumberland. I
bought it fairly inexpensively compared to what it is and
14
.
1 I redid the whole thing.
2 And she kind of thought I was an entrepreneur,
3 that I was doing well and working hard. She wanted to
4 help me.
5 Q When she offered to give you money on these
6 various occasions did you make any efforts or what
7 efforts, if any, did you make to
8 A At one point she - -
9 Q tell her to hold back?
10 A At one point when I first met her - - I sell
.
11 meat and seafood. And, naturally, I make a profit on the
12 meat and seafood. So I was making a profit when I sold
13 her the meat and seafood and I felt bad about taking money
14 from her. So one day she wrote me a check for $5,000.
15 And I said, No, Florence. I feel bad about that. I'm not
16 coming over here to see you because you're giving me big
17 chunks of money. And I gave her the check back and we
18 tore it up. She tore it up.
19 But later on she told me that she gave money
20 to -- $5,000 a month to the SPCA. She said the lady that
21 she got her dog from she would give her $5,000 every so
22 often. And I said, Why? And she goes, Well, that was her
23 dog's mother. She called her her dog's mother. And she
24 goes -- the dog was everything to her. So she didn't have
25 a problem doing that.
.
.
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15
1
She offered me money at lots of points. I told
2 her, There's no need, Florence. I really don't need the
3 money. The $6,700, the reason she gave me that was
4 because she knew my private life a little bit. And I
5 bought property on State Street for $12,000. I put about
6 $30,000 into fixing it up.
7
8
9
10
11
12
13
14
15
16
17
And I had around I think $6,700 was the
number that I had on my credit card. Everything else I'd
paid for in cash. I was getting ready to go to Florida.
Q Wait. You're getting back to the $6,700 which
is all right. We'll get there. But, first, I want to ask
you some other questions, if I may. So you described that
there were multiple other times when she wanted you to
take money
A Yes, yes.
Q -- and that you refused. Once she even wrote a
check for $5,000 that you gave back to her?
18 A Yes, yes.
19 Q Now, what reaction did she have, were you able
20 to discern, when you refused to accept her gifts? Did
21 that make her happy or - -
22 A She wasn't happy about it.
23 Q Was she happy or sad or indifferent or what?
24 A She wasn't happy about it.
. 25 Q Now, do you recall a particular occasion and an
.
.
.
16
1 amount of $9,OOO?
2 A Yes.
3 Q Will you tell us about that?
4 A It was in the area of $9,000. I'm not sure
5 exactly what the exact amount was. But I was
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
Q You might tell us when this happened with
regard to, perhaps, before her death.
A I would say a year or so prior.
Q To her death?
A
Q
$9,OOO?
A
Yes.
Now, what precipitated the business about
As I remember it, she had come out -- it might
have been the time I bought State Street. I believe she
came out and she looked at it when it was when it
needed all the work because it was completely falling
down. And she was telling me that I took on more than I
should because she saw how much work it was.
Well, I believe she -- it was something to do
with that building and she wanted to give me the money.
She goes, Look. Let me give you the money for this. And
I was settling on a house at the time and it was in New
Cumberland. I was going to settle on that house at the
time. And I was waiting on money to settle. And she
wanted me to have that house because it was close to where
17
.
1 she lived which I had already determined that I was going
2 to get that house.
3 And she said, Let me give you the money. I
4 said, Nope. Don't worry about it, Florence. I'm having
5 the money -- soon as I settle on this I'll have the
6 money. She goes, No, no, no. Let me give you the money.
7 She gave it to me.
8 I didn't really feel comfortable taking it, but
9 it was convenient at the time. And she liked me a lot so
10 I didn't really have a problem with it. She gave it to me
11 and I took it. It was about $9,000.
12 Q Was there any arrangement made that this would
13 be a loan to be paid back?
14 A No, no. It was a -- she said, Just take it.
15 She told me that she had no kids, that her husband -- her
16 husband's kids lived in New Jersey. And she said it was
17 all her money and that he had not really given her any
18 money. And she said that she really didn't feel that well
19 about giving them the money in the first place.
20 She told me that they don't corne to see her
21 that often. And she told me by herself there, she goes,
22 at least I corne see her. She said she liked me so she
23 wanted to give me the money. And she gave me the money.
24 Q Now, getting back to the $6,700 check. Can you
25 tell us the circumstances that led up to that?
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18
1
2
3
4
5
6
7
8
9
10
A The State Street property I had paid the
$12,000 for the building, $11,100, something like that.
And I put about $30,000 into fixing it. It was all paid
except for I had on a credit card I had around $6,700.
that credit card I was getting ready to go to Florida
at that time with my wife and kids.
Q Any particular place in Florida?
A Orlando.
Q Disney?
On
A
Yes, which I had been prior. Actually, I asked
11 Florence if she wanted to go the year before, but she
12 didn't. But my wife and kids were going with me, of
13 course. I was getting ready to go to Florida. And I told
14 Florence and she knew from prior before that day, she
15 knew that I had some money left on that credit card. And
16 I said, As soon as the credit card gets paid off I'm going
17 to go to Florida.
18 Q
19 credit?
20 A
21 card.
You say money left, you mean debit balance or
I had about $6,700 left that I owed on the
22 Q That you owed?
23 A Yes, because of the State Street property that
24 I had done. And that was - - then that property was
. 25 actually totally paid for. But I was waiting for that
19
.
1 card to be clear because it would pay for the hotel and
2 the rent-a-cars and everything else in Florida.
3 So I was waiting on a couple thousand dollars.
4 State Street was ready to rent. And it rents for -- the
5 bottom floor is 650 plus 650 security. That's about
6 $1,300. The top floor is 550 plus 550 security. That's
7 another 1,100. ,And the middle floor is 440 plus 440
8 security. That was going to clear up about $3- to $4,000
9 on the card. And I said, Then I'm going to go to Florida.
10 She goes, Don't wait for that. Let me give you
11 money. And I said, Florence, I don't want you to give me
12 the money. And I told her, no, I didn't want her to give
13 me the money. I said I didn't need it.
14 She said -- and, actually, she had called me
15 because she was at the nursing home in Mechanicsburg. And
16 she wanted me to take her to her house to get some things
17 because she said, They moved me over here. They won't
18 even let me go home. Can you come over and get me and let
19 me get some stuff from the house?
20 So I told her, Yeah. And we were driving by
21 the bank and she goes, I have $8,000 in that bank. She
22 goes, It means nothing to me. I know you want to go to
23 Florida. I don't need that money. They're going to close
24 it out, anyway. She said the lawyers were going to take
25 her power of attorney away. She said, Just take the money
.
.
20
. 1 and let me pay for it. I want to do it.
2 Q You made a stop at the bank then?
3 A And I stopped at the bank and she did give me
4 the money, yes.
5 Q Now, talking about the time when she wrote the
6 check when you're in the bank. The check was written in
.
7 the bank, was it not, one of the tables there in the bank?
8 A Actually, I believe she wanted -- she was
9 concerned at the time with the fact that lawyers were
10 getting her power of attorney and that they were going to
11 take all of her money to New Jersey. And she said they
12 were cutting her off to nothing. That's what she told me,
13 anyway.
14 And she was concerned with the fact that she
15 wouldn't be able to write any more of her own checks. And
16 she wanted me to cash that check while I was at the bank,
17 which I didn't do.
18
Q
But she wrote the check while she was at the
19 bank?
20 A I believe so, yes.
21 Q You were with her?
22 A Yes.
23 Q And she gave it to you then?
24 MS. STONE: Can I just interrupt here? I'd
. 25 just like to note for the record that we are not objecting
21
.
1 to any of the hearsay testimony that's coming in here. So
2 I would appreciate that when Mr. Lafaver testifies that
3 the same courtesy would be given to him.
4 AUDITOR JOHNSON: And it will be.
5 MR. YOFFE: I intend to object to anything that
6 is hearsay
7 MS. STONE: He was citing verbatim
8 MR. YOFFE: that is hearsay and is not
9 within the res gestae. That's very important to our
10 case. Anything within the res gestae certainly that would
11 be an exception to the hearsay rule. But if they want to
12 object, I think it's -- you're obliged to object to it.
13 And, of course, if it comes within any exception, it
14 should be admissible.
15 What we're talking about right now at the time
16 the actual check was given, while it may be hearsay, is
17 within the res gestae.
18 MS. STONE: When you say res gestae do you
19 really mean declarations of a dying woman? Do you mean
20 excited utterance? I mean, which hearsay exemption are
21 you saying?
22 MR. YOFFE: Declarations made contemporaneously
23 with the act which is in question.
24 MS. STONE: But he also was discussing money
25 given by the deceased at least two years prior to that,
.
.
.
.
22
1 certainly not within the res gestae of the gift.
2 Therefore, when I hadn't objected I'm assuming the same
3 courtesy will be given to --
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
AUDITOR JOHNSON: Well, I think we'll have to
approach that when we get to it. But you got to have the
parol evidence to prove the intention of the parties, and
it's going to be on both sides.
MR. YOFFE: But our position is while parol
evidence is admissible in this specific type of situation
to determine whether or not what the intent of the
testator was, it still must be parol evidence that is
admissible. And parol evidence that would be admissible
would be within the res gestae.
In other words, parol evidence two or three,
four weeks after the check was given would not be within
the res gestae.
MS. STONE:
MR. YOFFE:
According to what law?
According to the law of res gestae
19 which we cite in our memoranda.
20 MS. STONE: You're saying res gestae stops at
21 the moment the check is written?
22 MR. YOFFE: I've cited cases of memoranda
23 indicating res gestae is something like minutes, maybe
24 hours.
25 MS. STONE: He's talking about weeks and
.
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23
1 months, sometimes years.
2 MR. YaFFE: Well, anything that was hearsay
3 then, I think, could have been objected to.
4 MS. STONE: So the line that you're pretty much
5 drawing is upon the date the check is written and then the
6 line ceases to exist.
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
MR. YaFFE: But now I'm asking him specifically
about the time when the $6,700 check was given. Now,
that -- anything in that area is res gestae.
MS. STONE: I'll leave it up to Mr. Johnson to
make that distinction.
BY MR. YaFFE:
Q Now, we're talking about when that $6,700 check
was written and given to you at the bank.
A Urn hum.
Q Was anything said or indicated by Mrs. Robinson
as to whether or not payment back was expected, repayment
was expected?
A She made it apparent it was not. She said to
me -- she said to me that she liked me. She said she
gives money to other people, meaning the dog lady, the
SPCA and other things she does. She goes, At least I like
23 you.
24
You can have the money.
Q Are you talking about said to you at the time
25 the check
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24
1
2
3
4
5
6
7
8
9
10
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12
13
14
15
16
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18
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20
21
22
23
24
25
A At the time she gave the check, yes. Well, she
said that to me many times. But she said it again -- she
reiterated again at the time she wrote the check.
Q Were you aware at this time -- at this time I'm
referring to when the $6,700 check was given to you __
A Yes.
Q
-- that she had recently made a codicil to her
will?
A Yes, I was aware she had a codicil.
Q How did you become aware of that?
A For at least a year she had told me she was
going to put a codicil on her will for me. And I really
didn't have any idea what a codicil was. She just told me
she was going to put me in her will. And I said,
Florence, that's not necessary.
And at one point she said -- she told me she
loved me. And she goes, When I die you will see how much
I love you. And that's when she let me know that it was
apparent that she had put me in the will for some amount
of money. I don't know what the money -- what that amount
was.
Q You weren't aware of the amount __
A No.
Q -- while she was alive?
A No. I didn't ask her and she didn't offer it.
.
.
.
25
1
Q
Now, at the time the $6,700 check was written
2 and delivered to you as you have described what, if
3 anything, did Florence Robinson say with regard to whether
4 that amount would be considered as a deduction from
5 whatever she left you in the codicil or anything like
6 that? What was said by her, if anything?
7 A To give me the money. She knew she was giving
8 me the money to clear up my credit card. Although I told
9 her it was unnecessary, she said, Let me give you the
10 money. There's money in this bank and I want to get rid
11 of it, anyway. Let me give you this money. I don't know
12 why she wanted to get rid of her money, but she did.
13
14
15
16
17
18
19
20
21
22
23
24
25
Q Specifically I'm asking you, Was anything said
by her indicating whether --
A I never asked her if it had anything to do with
the will. She never told me that it did or did not have
anything to do with the will. I assume that it didn't.
And from her demeanor I would think that it didn't.
Q You never asked her specifically?
A I never asked her specifically.
Q She never said anything --
A No.
Q -- at that time, the time of the $6,700 --
A I mean, it was apparent to me that it wasn't.
Q Now, just a few more questions. At this time
26
.
1 of the $6,700 you've already said that she was in the
2
3
4
5
6
nursing home --
A Yes.
Q
A
Q
in Mechanicsburg, I think you said?
Urn hum.
And had she just recently gone there or how was
.
7 that?
8 A It was pretty recent. She pretty much called
9 me on a daily basis to have me come over and see her
10 there. She wanted me to take her back to her house.
11 Q Can you tell us what you know, if anything,
12 about her physical condition or mental condition at that
13 time? Was it deteriorating or what?
14 A I would believe that from the moment that her
15 dog passed that she was very -- she was distressed and was
16 not a happy person.
17 Q This affected her a great deal?
18 A Yes, it did. It affected her a great deal.
19 Q We haven't asked or have you mentioned so I'll
20 ask you now. Was Florence Robinson what you'd refer to as
21 an elderly person?
22 A Yes, she was an elderly person.
23 Q About how old was she?
24 A Eighties. My parents live in Baltimore and my
25 father is 82 and my mother's 73. And, you know, I sold
.
27
.
1 the woman meat and seafood. And she asked me to come over
2 and help her with some things. And I felt kind of bad
3 that I don't get down to see my parents enough, so I did
4 it. And I got to know her in that regard.
5 Q Can you tell us from your observations,
6 meetings with her during this period of time, November,
7 December of the year 2000, how was her memory? Any
8 different than before?
9 A No, her memory was very good. She was a very
10 smart lady. Well, obviously. She left $750,000. She
11 never made that much money in her life. But she saved and
12 did well with her money. She knew what she was doing.
13 Q Around the time she went to the nursing home
14 and after she was in the nursing home you didn't observe
15 any change in her ability to -- her memory or anything?
16 A Just that she was depressed. She was still as
17 sharp as ever. She just was depressed more. She was
18 unhappy with her situation. She did not want to live in
19 the nursing home.
20 And the whole situation revolved around the
21 fact that her husband's kids lived in New Jersey and they
22 didn't spend any time with her or weren't there to help
23 her. And on her own she couldn't make it. And that's
24 what she wanted to do was live at her house and maybe have
25 somebody come help her once in a while.
.
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1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
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28
Q After she gave you the $6,700 check and until
the time that she died were there any other incidents
where she offered you money or gave you money or a check
or funds of any kind?
A No. After she gave me the $6,700 check in the
next day or two they took her out of that nursing home and
put her somewhere in Hershey. And although she called me
four or five times she told me not to come there, that she
didn't want me to come there, that
Q There was no more financial transactions
between you and her?
A She told me that her lawyer was upset about the
fact that she gave me the $6,700 and not to come to the
other nursing home because she didn't want me to get in
trouble.
MR. YOFFE: All right. Cross-examine.
CROSS EXAMINATION
18 BY MS. STONE:
19 Q How old are you, Mr. Ferguson?
20 A Forty-one.
21 Q Forty-one?
22 A Urn hum.
23 Q And your marital status is what?
24 A Married.
25 Q When did you get married?
.
.
.
.
29
1 A I got married last year, but I have been living
2 with my wife for 10 or 12 years.
3 Q The children you speak of are they yours?
4
5
6
7
A
Q
A
Q
Yes.
And are they hers?
Yes.
Now, you bought this property at 914 Brandt
8 Avenue in New Cumberland on what date?
9 A Specific date I couldn't tell you. I'm not
10 very good with dates.
11 Q If I showed you a public tax record and I told
12 you that you purchased this on September 24, 2002, would
13 that refresh your memory?
14 A I think that's a refi date, isn't it? I don't
15
16
17
18
19
20
21
22
23
24
25
believe that's the date of purchase.
Q So the first time you purchased it do you know
what day that was or what year?
A I don't know. I believe that's the refinance
date.
Q So the refinance total amount was $109,000
that's reflected on that?
A Okay.
Q Would that seem to be an accurate statement?
A I would think so, yes.
Q Would it be also an accurate statement that the
.
.
.
30
1 time that you bought that that the purchase price was
2 roughly around $90,OOO?
3 A I believe so.
4 Q Is that sort of in the time sequence that she
5 would have given you the $9,OOO?
6 A Somewhere -- I'm thinking that it is, maybe a
7 year prior even. I'm not sure.
8 Q Would that sort of represent 10 percent of the
9 purchase price of your home on Brandt Avenue?
10 A Well, that would represent 10 percent of my
11 purchase price. But I believe I put down quite a bit more
12
13
14
15
16
17
18
19
20
21
22
23
24
25
than that.
Q So the fact that you over-financed the property
would indicate to me that you also have new credit card
debt that you were paying off?
A No, I don't have any credit card debt.
Q Thanks to Mrs. Robinson?
A I wouldn't say that, no.
Q Now, the first time you met her do you know
when that was?
A I'm not positive.
Q More than five years ago?
A To be honest with you, I'm not really good at
time frames. I would think that it is about five years.
Q Did you ever meet her husband?
.
.
.
31
1 A No, I never did.
2 Q Do you know when he died?
3 A She had told me. I can't recollect.
4 Q More than ten years before you met her?
5 A I really don't know.
6 Q If I told you it was just five years before she
7
8
9
10
11
12
died, would that seem to be an accurate statement?
A If you're saying that that's an accurate
statement, I would agree with you then.
Q So if you didn't meet him, then he probably
wasn't alive when --
A
I never met him so he was obviously not alive
13 when I met her.
14 Q Now, her health when you met her was she
15 ambulatory? Could she walk around and take care of her
16 home?
17 A
18 Q
19 home
Yes.
Was she a neat or sloppy person? What kind of
20
Oh, she was very neat.
A
21 Q When you delivered these -- I'm a little
22 just because I don't know about Anchors Away
23 A Although, I will say that she had a Ford LTD.
24 It was an older one but it had, like, 20,000 miles on it.
25 She didn't like to drive it a lot. Although she did
.
.
.
32
1 drive, she did ask me to take her in Mechaniscburg. I
2 don't know if you know where her -- her doctor was there.
3 But I've taken her there a few times.
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
Q
Do you know her doctor's name?
A I know it's right there in the -- it's got the
green siding on the front of it. I don't know the name,
no.
Q Now, you indicated that there was -- she gave
you a check for $9,000, roughly. It would have been two
years ago now that we're speaking, correct?
A I'm guessing at that time frame.
Q Was there another check written to you that you
accepted after that date?
A The $6,700.
Q Another one in between those two?
A
No.
Q For $l,OOO?
A That was probably a food purchase.
Q Written to you directly, Earl Ferguson?
A Could be Anchors Away?
Q No, it was written to you directly.
A Well, at Anchors Away I have an account there.
And what it does is it's put on a bill in my name. People
either write checks to me or Anchors Away. They write it
either way.
.
33
1
2
3
4
5
6
7
Q Every time she's ever written you a check it
had been to Anchors Away on a PNC checking account; isn't
that true?
A I don't believe so, no. I think she's written
them both ways.
Q And anytime she wrote them to you as Earl
Ferguson it was always on the M&T checking account; isn't
8 is true?
9 A I would say I don't know the answer to that.
10 Q And isn't it true that on October 23 just two
11 weeks prior to the $6,700 check she wrote a check to you
12 for $1,000?
13 A I couldn't give you an answer to that
14 question. You sure it wasn't Anchors Away?
15 Q No, it was definitely Earl Ferguson.
16 A Well, did she -- it might be Earl Ferguson but
17 go in an Anchors Away account or it might even be cashed
18 in my account and still be Anchors Away.
19 Q We can check on that. Now, whe~ she -- she
20 indicated to you that she was going to include you in a
21 will. And I'm talking about the time period when she
22 wrote her codicil. Do you recall her state of mind at
23 that time?
.
.
24
25
A
Q
When she told me she was going to include me?
Urn hum.
34
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1 A When she first told me she was going to include
2 me in the will was long prior to when she actually did it.
3 Q Are you aware of when she actually did it?
4 A The only reason I am aware of about that time
5 frame, although I couldn't give you a specific date, the
6 only reason I'm really aware about that time frame is
7 because at one point she had told me, I'm going to put you
8 in my will. And I said, Florence, that's not necessary.
9 And then later on she told me that she loved
10 me. And she goes, You'll see how much I love you when I
11 die; I added you to my will.
12 Q So if I tell you that that codicil's dated
13 November 2 of 2000
.
14
15
A
Q
Okay.
-- you have no reason to disagree with that
16 statement?
17 A No.
18 Q Do you happen to know what happened just two
19 days prior to the day she wrote that codicil?
20 A No, I don't.
21 Q If I told you she took a gun and tried to shoot
22 her head, would you believe me?
23 A I believe that she had told me that on the
.
24 phone towards the very end.
25 Q So she tried to commit suicide on October 31 of
.
.
.
35
1 2000. She then wrote a codicil two days later and tried
2
3
to kill herself.
A Okay.
True?
4 Q And after that point in time are you aware how
5 many times the ambulance came to her house because she
6 called 911 threatening to kill herself again?
7 A A couple times she did tell me about that. I
8 knew that once her dog passed that she didn't really want
9 to go on. She said, I'm done, kid. This is the end for
10 me. And at a few times in that I told her, you know, I
11 talked to her about it. And I took her over to the SPCA
12 hoping that getting her another dog would make her happy
13 again.
14
15
16
17
18
19
20
21
22
23
24
25
Although she went and she did like the dogs --
she liked my dog, Bandit, also. She came over to my house
a few times for dinner to see my dog, too.
Q When you would go out to dinner with her to
the -- was it the Officers' Club at Mechanicsburg or the
Officers' one in New Cumberland?
A The one at the -- I guess Mechanicsburg. The
one at --
Q
A
Q
A
End of Hampden Township?
Yes.
Who paid for these dinners?
We probably went 40 times. And I would think
36
.
1 that I paid probably 5 or 6 of those 40 times. She paid
2 the rest.
3 Q Did you ever offer to pay?
4 A I offered to pay quite often. The people over
5 there know her. And we got into arguments, actually,
6 about it. And I'd give them my credit card and she'd
7 fight over you know how older people actually -- they
8 want to pay. I have the same arguments with my mother.
9 Q Did she remember your children in her will?
10
A
My children, no.
.
11 Q Are you aware how many stepchildren she had?
12 A Yes. She had a -- the granddaughter -- well,
13 you know, the daughter, she came over. The granddaughter
14 came over and left her house one night. And she told me
15 the whole story about her. And she had a grandson, also.
16
Q
And you're indicating through your testimony
17 that she felt that they didn't pay enough attention to
18 her; is that correct?
19 A She did feel that, yes; although, I would say
20 that although she felt that way, that if they did come she
21 felt bothered by them being there.
22 Q Are you aware of who she left the bulk of her
23 estate to?
24
A
I would believe that that would be the kids or
.
25 her -- her stepdaughter from what Florence told me was a
.
37
1 real estate person that made lots of money. So I believe
2
3
4
she would have left it to her or the other two kids.
Q Did you ever meet the stepdaughter?
A No, I never did. Oh, the stepdaughter?
5 her one time, yes.
I met
.
6 Q
7 A
8 seafood.
9 Q
10 seafood.
11
12
13
14
15
16
17
18
What were you doing when you met her?
Florence called me up about getting some
And I came over that day.
When she died her freezer was quite full of
A
Okay.
Q Is that true?
A I would believe that it was, yes. She bought
seafood quite a bit from me. She called me a lot to get
lobster tails. She only bought the best stuff, cooked
shrimp, lobster tails, Chateaubriand, that type of stuff.
The lowest priced thing she got was probably orange
roughy. That was the only thing she liked that was on the
19 lower end.
20 Q
21 home?
22
A
23 Q
24 A
25 think.
.
Did you personally bring the fish into the
Yes.
And you personally put it into the freezer?
Sometimes, yes. Most of the time, I would
.
.
38
1
2
3
4
5
6
7
Q
And yet her freezer was one of those old kind
of freezers that is just simply a freezer?
A An old type of freezer?
Q Well, it's a freezer. It's not a
refrigerator/freezer.
A It's a very modern freezer, yes.
Q But it's just a freezer?
Q
A
Q
A
Q
A
Q
Yeah. It's not an old type at all.
And it was filled with your product; is that
A
Q
A
Q
Yes, and had other stuff in it, too.
And she lived alone?
Yes.
And she was 80-some years old?
8 A
9 Q
10 true?
11
12
13
14
15 A Okay.
16 Q And you still kept selling her fish?
17 A I sell people meat and seafood probably every
18 three months.
.
19
20
21
22
23
24
25
So the fact that you're a salesman __
Florence --
-- carne before her
That's not true at all.
But you still sold her --
I actually
-- fish?
39
.
1 A told her a few times not to buy it. And she
2 would give it -- she gave it away as presents to friends
3 and other people.
4 Q Speaking of
5 A And lots of people actually do that. r have
6 other people that buy -- r have people that buy 30 boxes
7 at one time from me. And they buy it every month or so
8 because they give it to their family and friends. I mean,
9 that's -- people do that with food quite often.
.
10 Q Could you name some of her friends?
11 A Florence's friends, no.
12 Q Did you ever go to church with her?
13 A No, r never did.
14 Q Did she go to church?
15 A r don't go to church and r don't believe that
16 we came across that subject.
.
17 Q So you don't know if she went to church?
18 A No.
19 Q Did she play bridge?
20 A Not that r know of.
21 Q Did she play any games with a social circle?
22 A She had mentioned at some point that she did
23 used to do stuff with a social circle. r know she didn't
24 do it towards the end.
25 Q Do you have any idea what killed her in the
40
.
1 end?
2 A She told me she called me up from, I guess
3 it was, the psych ward in Hershey and told me not to come
4 there. But she called me several times and told me that
5 they were doing bad stuff to her. I don't know what that
6 means. I mean, at that -- that -- towards the end I don't
7 know what happened, no.
8 Q So if I told you she had a brain tumor pressing
9 on her brain, would you believe me?
10 A If you say so.
11 Q And did you notice that she was a little bit
12 different towards the end of her life?
13 A I noticed that once the dog passed that she was
14 very unhappy.
15 Q And that is actually about right when she wrote
16 the codicil and included you in the will. That's about
17 when her dog died; is that true? Roughly between 30 days
18 of that?
19 A I wouldn't think so, but if you say so. I was
20 pretty sure the dog was still alive.
21 Q Now, let me just so I'm clear here. She was
22 admitted to Country Meadows Nursing Home on November 26 of
23 2000; is that correct?
.
.
24
25
A
Q
Okay.
She wrote the check to you for $6,700 which you
.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
.
.
41
say was to payoff your credit card debt two days later;
is that correct?
A Okay.
Q And I'm just -- correct me if I'm wrong. You
say she called you up and said, Come drive,me someplace.
You happened to be driving by her bank to take her into
the bank.
A If you know where Country Meadows is, it's
right here. And M&T Bank that she said she had money in
was right there.
Q I understand. They're on Trindle?
A They're right on the same road, yeah.
Q So you drive by. You both walk into the bank
together and she writes you a check in front of the teller
and cashed it, hands you the cash right there?
A No, that's not what I said. I said she wanted
to do that and I did not do that.
Q So how did you do this exchange?
A I just took the check and deposited it later.
Q So if we have a teller that testifies, comes
forward and says that she stood in front of you and wrote
the check and the teller says she cashed it right there,
is the teller lying?
A I don't believe I did cash the check right
there.
.
42
1 Q Where is your checking account?
2 A My checking account is -- I have a checking
3 account at Allfirst. I have a checking account at PNC.
4 And I have a checking account at Harris Savings and Loan.
5 Q Now, you said you had -- is it 42 apartments?
6 A I have five units -- five buildings, 21 units.
7 Q I'm sorry. I doubled it. Twenty-one units.
.
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
.
Now, are you the landlord for all those properties?
A Yes.
Q Do you have a manager that manages those
properties?
A No, I don't.
Q
A
Q
A
Q
A
Q
A
Q
A
Q
A
Q
It's just you?
It's Heflin, Inc. It's myself and Lynn Gross.
Who's Lynn Gross?
My partner.
Who manages the properties?
We do.
Who collects the rent?
We do.
Who keeps track of all that information?
We do.
Do you have a computer that does all that?
No, we don't.
Do you know if any tenants as we sit here today
.
.
.
43
1 are late?
2 A Lynn would know more than I do.
3 Q Who keeps the records in their house?
4 A Who keeps the records in their house?
5
6
7
8
9
10
11
12
13
Q
A
Urn hum.
I keep all the -- I keep the -- Lynn keeps the
rent receipts and makes deposits. All the rents are sent
to me. I pretty much just hand them to Lynn and he goes
to the bank with them.
Q So you have
A He works with me. He actually works for me at
Anchors Away.
Q Okay.
So you have enough business sense and
14 acumen that you can run 21 apartments, sell seafood and,
15 yet, you can't remember when a lady writes you a check?
16
17
18
19
20
21
A
Okay.
Q Now, when she handed you $6,700 -- has any
other client ever given you that kind of money?
A No.
Q Does that seem like an awful lot of money to
you?
22 A It seemed like an awful lot of money at the
23 time. I mentioned that to her. She was adamant about
24 doing it. And although I said -- I said previously when I
25 was talking to Norman that although at the time I felt
.
.
44
1 uncomfortable about it, but it was convenient. She wanted
2
3
4
5
6
7
8
9
10
11
12
to give me the money so I took it.
Q Now, did you ever get to Disney World that
year?
A Yes, I did.
Q When did you go?
A Heck. I've been to Disney World so many times
I couldn't tell you.
Q Did you go before she died?
A Like I just said, I've been to Disney World
lots of times.
Q
Now you have a blank credit card. You can go a
13 couple times.
14 A I've been there lots of times. I could go
15 before the blank credit card.
16 Q Okay. So why did she know that you owed $6,700
17 on your credit card?
18
A
Because she was acquainted with my business.
19 She knew that I had purchased 1717 State Street for
20 $11,100. She knew that I put 30,000 in repairs which I
21 didn't put all in repairs. It was the first one I had
22 bought that way. And I bought table saws and other things
23 like that. So it was probably 10- or 15,000 in repairs
24 and 10- or 15,000 in equipment that I bought.
.
25
She knew about that. She knew that it was all
45
.
1 paid except for about what I had left on my credit card.
2 And I told her that. I said, Everything else I paid cash
3 for and I have about this left on my credit card. I'm
4 getting ready to go to Florida. She knew that prior to
5 the time that she went into the Country Meadows.
6 Q Let me ask you. If she knew all that about
7
8
9
10
you, what did you know about her? Do you know how many
stocks and bonds she held?
A I knew she had lots of stocks and bonds. She
told me about them many times.
.
11 Q Did you know where her money was?
12 A She had a lot of GM stock. She was very happy
13 with GM stock. She had it for a long time. She had told
14 me about lots of them, but I
15
Q
Were you aware of her wealth while she was
16 living?
17 A Yeah, I knew she had a good bit of wealth.
18 Q So you knew she could actually go to a bank and
19 write a check and that it wouldn't bounce?
20 A Oh, I certainly knew that, yes.
21 Q And you knew that she could have given you that
22 $9,000 check at any time and it wouldn't bounce?
23
24
A
Q
Yes.
You had every confidence that she had more
.
25 money where that was coming from?
.
.
.
46
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
A Oh, yes. If I thought for a minute that she
didn't have any money and was giving me the last -- her
last of her savings, I would never have taken any money
from her at all. I probably would not have sold her meat
and seafood.
Q So when she says to you, Earl, I'm taking care
of you; you're in my will now, did you ever say to her,
Oh, please take me out.
A Did I say, Take me out. No, I never said that.
Q So you liked that she was giving you money?
A Well, I mean, it -- I didn't think it was
necessary. But if she was going to do it, I wasn't
unhappy about it, no.
Q So did she ever give you cash in addition to
the checks, like, Here's $500; go take your wife out.
A No. But I used to go to her house -- whenever
I tried to sell her meat and seafood she'd always try to
give me $60 or $100 in tip. And I'd say, Florence, you
don't have to give me any tips.
Q But would you take it?
A No.
Q Was she your biggest customer as far as
residential?
A Not even close.
Q How did she come to know Meat Management, your
47
.
1 head company?
2 A Another salesman.
3 Q How did he come to get to her home?
4 A Of that I have no knowledge. But another
5 salesman had been to her house and she didn't buy anything
6 from him.
7 Q Why?
8 A That I don't know.
9 Q Was it a woman?
10 A No, it wasn't. It was a guy. I knew his name
11 at one point, if I can think of it. It was guy that was
12 an out-of-town trainer from Philadelphia. So he had been
. 13 to her house and left her a slip of paper with our number
14 on it. And she called the office and said, This guy came
15 by my house. And she said, I didn't know who he was so I
16 didn't get anything at the time. Let me see what you
17 have.
18
And she called. Since he was an out-of-town
.
19 trainer -- I'm the manager there. Since he was an
20 out-of-town trainer it wasn't one of the people that
21 worked there, I went out.
22 Q So you do pretty well as a salesman?
23 A I do very well, yes.
24 Q And you own 914 Bridge [sic] and you own 1717
25 State Street in Harrisburg. Do you own any other
.
.
.
48
1 properties?
2 A Yes.
3 Q What are your other properties?
4 A 914 Brandt Avenue.
5 Q I said that one.
6 A 1534 Derry Street. I own 1528 Derry Street. I
7 own 169 South 18th Street and I own 1717 State Street.
8
9
10
11
12
13
Q And do these properties all currently have
mortgages on them?
A 1717 State Street at the -- probably about six
or eight months ago I refinanced 1717 State Street. It
was nothing owed on it and I refinanced it and pulled the
money out of it.
14 Q How many months ago was that?
15 A I would say six, eight months ago. Time frames
16 I'm not very good on. Within the last year I would
17 think. I could be wrong. You could tell me it was a year
18 and a half ago, but I'm not sure.
19 Q Now, let me just ask you this. Florence called
20 911 quite frequently. Are you aware of that?
21 A Yes. You told me that a little while ago.
22 Q Yeah, but did she ever call you?
23 A Many times.
24 Q Did she ever call you and tell you she was
25
going to kill herself?
.
.
19
20
21
22
49
1
2
3
4
5
A
No. If she had, I would have called 911.
Q Have you ever had the occasion to meet
Mr. Lafaver?
A No, I didn't.
Q
Did you know he's a neighbor of hers?
6 A Actually, I believe that she had told me that
7 he lived up the street.
8 Q Did she indicate to you that she liked
9 Mr. LaFaver and trusted him? I know that you said that,
10 The lawyers were going to come and take all my money.
11 A I'm sure she liked him, okay? I'm not trying
12 to take that as a -- I'm not trying to disparage
13 Mr. LaFaver on that. I know she said that to me, but I
14 don't know that she meant it that way. I believe she did
15 like him, yes. But she also made those statements, but I
16 don't know that she meant them that way.
17 Q I appreciate that. And those statements
18 started right after her attempted suicide; is that
correct?
A You know, I don't really -- I really couldn't
tell you that.
Q
As soon as she got into the nursing home was
23 she
24 A I wouldn't say that, no. I would say probably
25 from I'd probably say from the day I met Florence
.
50
.
1 Robinson, from the day she bought the first time she gave
2 me her whole life history. I mean, she told me a lot
3 about herself.
4
5
6
7
Q Did she strike you as a lonely woman?
A Yes, she was very lonely. She had no kids.
And that's why I actually went over and did the garbage
and stuff for her and stuff like that because I kind of
.
8 felt bad because my parents are older and they lived in
9 Baltimore. And I knew I didn't get down to see them that
10 often. She was lonely.
11 Q So do you feel that the $6,700 was just bounty
12 in your pocket and that you're entitled to the additional
13 $15,000 out of the will?
14 MR. YOFFE: Well, that's __
IS MS. STONE: That's a fair question, Mr. Yaffe.
16 MR. YOFFE: Well, that's sort of a conclusion.
17 You use the word bounty. I'm not sure what you mean by
18 that.
19 MS. STONE: If somebody gave me money to pay
20 off my credit card, that's a bounty I've never come
21 across.
22
THE DEPONENT: How about I tell you the truth
.
23 because I really don't care one way or the other.
24 BY MS. STONE:
25 Q Okay. That's fair.
51
.
1 A My whole thoughts on the whole thing were when
2 she put me in the will, the whole $6,700, to be honest
3 with you, if I took the 8,300 and never came here I'm
4 going to get about the same amount of money. It doesn't
5 make that much difference to me. Mr. Yoffe is probably
6 going to take the $6,700 for it if I do win, okay?
7 The only reason I even came here today and the
8 only reason I bothered with the whole thing is because I
9 feel that they should have came down and took care of the
10 woman a little bit, maybe sent -- they could have took her
11 to New Jersey and done anything with her. I felt very
12 sorry for the lady. I liked her. Yes, she gave me
13 money. Yes, I was happy to receive the money. Did I need
14 the money? No. Could I live without it? Yes.
15 The $15,000 means nothing to me one way or the
16 other. I'd sure like to have it. There's no doubt about
17 that. But will I get it either way? He's going to get
18 it. We all know that, right? So it doesn't matter.
19 AUDITOR JOHNSON: Off the record.
20 (A discussion was held off the record.)
21 AUDITOR JOHNSON: Let's take a ten-minute
22 break.
23 (A break was taken from 10:44 a.m. to
.
.
24
25
10:53 a.m.)
MS. STONE: I don't think I have any more
52
.
1 questions for Mr. Ferguson.
2 AUDITOR JOHNSON: I just have a couple. About
3 when do you think she gave you the $5,000 check that you
4 did not take?
5 THE WITNESS: Probably after I had known her
6 three or four months. I probably knew here three or four
7 months. She tried to give me money on many occasions and
8 I didn't take it. Since she knew my personal life and
9 things that were going on in my life at a couple times she
10 knew that I was -- actually, when she gave me the $9,000
11 there was something that I was settling on that I was
12 going to get that money. And she told me, Why wait for
13 that? Let me give you the money. Come on. I have the
14 money, kid. Let me give it to you.
15 So she gave it to me. And since it was
16 convenient I took it once again. Same thing with the
17 $6,700. They were both at times where something was going
18 on and I was waiting for a little bit of money. I just
19 finished State Street and they were going to rent. And I
20 was putting that money just between me and my partner.
21 That was money that we had put some money on my credit
22 card so that we were free and clear, we didn't have any
23 other debt on that.
24 And, really, besides the $3,000 or so that I
25 was getting out of the rents and stuff me and him actually
.
.
.
.
.
53
lowed that money. It was also Lynn Gross. I don't know if
2 you know L.H. Gross Manorette in Lewistown -- in
3 Lewisberry. His family owns the whole area there. And it
4 was actually not all my debt, the $6,700. It was part his
5 debt, too.
6 But she said, Let me give you the money. And
7 she gave me the money. Probably the first time she
8 offered me money was probably three months after I met
9 her.
10 AUDITOR JOHNSON: When you went out to her
11 house to deliver or sell fish as the case may be -- well,
12 let me ask you. Would she call and say, I want this,
13 this, this, and this?
14 THE WITNESS: Yes.
15
16
17
AUDITOR JOHNSON: In the way --
THE WITNESS: It was still
MR. YOFFE: Let -- let -- she can't __
18 THE WITNESS: I'm sorry.
19 BY AUDITOR JOHNSON:
20
Q
In the way of a fish product she would call and
21 say, I want lobster tails?
22 A And she liked South African rock lobster. And
23 that's $126 a box. So it doesn't take a lot to get to
24 $1,000. I mean, she'd buy a couple boxes of those by
25 themselves. And she also liked cooked shrimp and other
.
.
.
54
1 things like that.
2 Q And how often would she buy fish products from
3 you?
4
A
To be honest, she would call me -- I'd probably
5 see her once a week. And then once a month she'd call me
6 to -- I don't mean I'd come to see her once a week to sell
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
her fish. But after probably about nine months or a year
of knowing the lady I probably stopped by her house once a
week and helped her take out the trash or something
because I lived five minutes from there.
I mean, it was
if you cross over Bridge
Street there's my house. But she probably called me once
a month to get me to sell her some food. And I wouldn't
always do it. I'd say, Florence, you have too much down
there. You don't need anything. She was never happy with
that, though.
Q Would she call you at your home and at the
place of business?
A Yes. She'd call me on my cell phone more than
anywhere because I always have a cell phone with me. And
I travel anywhere from here between State College and
southern Maryland. So she knows that because I started
out in Maryland I have a lot of customers down there that
I still go see today. And she knows that. She usually
called me on my cell phone.
.
.
.
55
1 Q On average when you would deliver seafood
2 product how long would you be there at the house?
3 A Just -- delivery of the products doesn't take
4 long, but I always stayed longer. I probably was there an
5 hour, and hour and change at a time. I'd go out with her
6 dog. And she'd maybe go into the backyard and we'd sit
7 down and talk and have a soda or something.
8 AUDITOR JOHNSON: Okay. Mr. Yoffe, do you have
9 anything?
10 MR. YOFFE: No further questions.
11
12 BY MS. STONE:
13 Q That just triggered a question. With regard to
14 the $6,700, you said that that was both you and Lynn
15 Gross's collective debt on your credit card. Did Lynn pay
16 her back?
FURTHER CROSS EXAMINATION
17
18
19
20
21
A The actual money? Although I say it was Lynn
Gross's and mine, that actual $6,700 -- me and Lynn Gross
have moneys. intertwined allover the place.
Q I understand.
A That money was probably mine. But if I wanted
22 to say, Lynn, this money is part of our, whatever it
23 is because we also have something called post dates
24 which a lot of people that buy product from us they'll buy
25 three or four months' worth of product at a time. And
56
.
1 they'll buy three or four months' worth.
2 Well, they'll pay every month but they'll write
3 post-dated checks. Sometimes we take that post-dated
4 check, me and Lynn will take it, out of our apartment
5 fund. A lot of money is combined.
6 Q So you comingled your private business with
7 your professional
8 A I probably did, yes. I shouldn't, but I do.
9 Q So the $6,700 that was on your --
10 A I do have a lot of things going at the same
11 time.
12 Q I appreciate that. The $6,700 on your credit
13 card which then you in turn were going to go to Disney
14 World and rack up some money, paying Mickey some money,
15 you said, I was about to come into money. And she said,
16 Don't wait. Let me give it to you now.
17 A I didn't say that.
18 Q No, you just said that.
19 A What I mean is I didn't say that to Florence
.
.
20 Robinson. She knew my business from prior. She knew how
21 much was on my card.
22 Q No, I understand that.
23 A She knew that I was and I told her State
24 Street's rented and as soon as I get my rents in I'm going
25 to payoff that credit card and we're going to go to
57
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1 Florida. She goes, Don't do that. Let me give you the
2 money. And she did. And she gave me the money.
3 Q But you knew and she knew because she knew
4 everything about your personal finances that that
5 apartment money was going to come in to payoff that
6 $6,700; is that correct?
7 A She knew that I was going pay that credit card
8 so it would be free and clear so I could pay for my hotels
9 and
10 Q
11 A
12 Q
. 13 finances
14 A
15 Q
16 A
So she
So the
So she knew because she knew your personal
If you say so.
Well, no, you said so, right?
No, I mean, if you say that the end result __
17 she did know my personal finances. If you're saying that
18 she said
19 Q No, I'm not saying anything. I'm trying to
20 repeat what you just said. If you're telling us here
21 today that she knew everything about your life as well as
22 your personal circumstances and that she knew because you
23 told her you were going to go to Disney World and the only
24 thing standing between you and Disney World was to payoff
25 that debt on that credit card -- am I true so far?
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A Not really because I didn't say the only thing
standing between. I said, As soon as that comes in I'm
going to go. I didn't say, I have to have this money
because of that.
Q But you couldn't go until that credit card was
paid?
7 A I could have certainly went. I have ten
8 credits cards, okay? That was the credit card I was going
9 to use.
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Q Well, if you have ten, why did you need to use
that one?
A That's because I like to stay debt free on
credit cards. I'm very -- that's what I like to do. I
don't like to incur more debt when --
Q Okay. We're going to argue about the same
semantics here. So once that $6,700 was paid to you did
you indicate to her that you were going to pay her back
for that money?
A She didn't want me to pay her back.
Q Did you offer?
A She said, Let me give it to you, kid. I never
wanted to take the money in the first place.
Q But did you give her her money back?
A No.
Q
Did you ever pay back any of the money she gave
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you?
A She did not want the money back.
Q Did you ever try to?
A Actually, with the $9,000 that she had given me
a year or so prior, that money I was waiting on something
before I got that money. I forget exactly what it was.
It was one of the properties I was doing something with.
And I asked her if she wanted me to give the money back
and she said, No, don't give me the money back. Just
forget it.
Q Do your parents give you this kind of money?
A Pardon me?
Q Do your parents give you this kind of money?
A My parents haven't given me any money since I
was 13; although, they have the money. And I could
certainly go get it if I wanted
MR. YaFFE: I'll object to that. I think
that's pretty far-field.
MS. STONE: Okay. I don't have anything
20 further.
21
22 BY MR. YaFFE:
REDIRECT EXAMINATION
23 Q I have one or two questions. I'm not sure as
24 to this point, Mr. Ferguson, so I'll ask you. Did Lynn
25 Gross benefit by that $6,700?
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A
No.
2 MR. YOFFE: All right. I have no other
3 questions.
4
5
6
MS. STONE: I'm fine. Thank you.
AUDITOR JOHNSON: Okay. You rest?
MR. YOFFE: Yes.
7 AUDITOR JOHNSON: All right. Ms. Stone?
8 MS. STONE: I call Mr. LaFaver to the stand. I
9 think he's already been sworn.
10
11 JOHN LAFAVER, ESQUIRE, called as a witness,
12 having been previously duly sworn, testified as follows:
13
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19
20
21
DIRECT EXAMINATION
BY MS. STONE:
Q Please state your name for the record.
A John F. LaFaver.
Q
A
Q
A
Q
Your occupation?
Attorney.
Did you know the deceased, Florence Robinson?
Yes.
How long did you know her and can you tell the
22 Court when you first met her?
23 A I can't tell him when I first met her, but the
24 first thing I did for her legally was in 1964. And I have
25 done work for her ever since that time up until her death.
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4 also?
5 A
6 Q
Q
A
Q
Now, you said 1964?
Yes.
And do you recall did you know her parents,
Yes. Keating was their name.
You did legal work for her parents when her
parents died?
A Settled her mother's estate.
Q Was Florence the executor of the estate?
A Yes.
Q After that point in time did you have any other
occasion to do anything else for her legally? Did you
draw up a will?
A Many times. I wrote number of wills. I wrote
a prenuptial agreement, lots of stuff.
Q Did you know her husband?
A Very well.
What was his name?
Karl Robinson.
Were there any children of that marriage?
No.
Did Karl have any children?
Yes.
His children's names are?
Sue Pierson.
Q
A
Q
A
Q
A
Q
A
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Q
And she had children, also?
A Yes.
Q Those three people that are surviving were
remembered in the will and the codicil?
8
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12
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14
A
Q
That's correct, yes.
And the bulk of the estate was delivered to the
7 stepdaughter; is that correct?
.
.
A That's correct.
Q Where do you live in proximity to where
Mrs. Robinson lived?
A Approximately two blocks away.
Q Did you always live that close to her?
A For 41 years.
Q Would you consider yourself a good neighbor to
15 her?
16 A
17 Q
18 basis?
19
20
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23
24
25
Yes, I think so.
In her lifetime did you see her on a regular
A
Q
A
Q
A
Q
A
Yes.
Other than in the law.
Yes.
Did you do things for her?
Yes.
Shovel walks, newspapers?
No, I never did that.
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Q
A
Q
A
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A
Q
Nothing physical?
No, nothing physical.
Did you ever socialize with her?
Yes.
Did she ever come to your home?
Yes.
Did she know your home number?
A Yes.
Q Did she dial it a lot?
A Well, in the last three months before she died
she dialed it a lot.
Q How often do you think you saw her in the last
three months of her life?
A Every other day.
Q Was Sue Pierson, her stepdaughter, there, also?
A Sometimes.
Q How often do you think she was there?
Once a week.
She lives where?
New Jersey.
About how far is that for her, three hours?
I think it's a three-and-a-half-hour drive.
It's not a day's -- she doesn't come up in one
.
24 day and turn around? Does she come up for a couple days?
25 A If she did, I didn't know about that.
A
Q
A
Q
A
Q
64
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1 Q Now, speaking of Mrs. Robinson, did you know
2 her circle of friends?
.
3 A Yes, of course.
4 Q Do you believe to know all of them?
5 A No.
6 Q Had you ever met Mr. Ferguson?
7 A No.
8 Q Did you know Mr. Ferguson existed?
9 A Yes.
10 Q . How did you come to know he existed?
11 A Because Florence said so.
12 Q And what do you recall, if anything, she said
13 about him?
14
15
16
17
A First I remember his being mentioned was
after he is correct. Florence took a great downward
decline after her dog died.
Q Do you remember when that was?
.
18 A My recollection is it was in the spring of the
19 year 2000. She became despondent. That's when I was
20 seeing her more often. She would call at home and say,
21 Could you stop on your way to the office? And many times
22 all she wanted to do was talk.
23 But during that period of time her mental
24 condition went down rapidly. And then in that period of
25 time is when I think I first heard of Mr. Ferguson.
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Q Let me just stop you there.
of the dog which his name was what?
A Peanut.
Prior to the death
4 Q Prior to the death of Peanut would you consider
5 Mrs. Robinson a generous and giving woman?
6 A She was a nice lady.
7 Q Did she
8
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16
A No, she was not generous in the sense of giving
money away except to her two step-grandchildren.
Q Did she frequently give money to strangers?
A Not that I know of.
Q Did she give
Society in her will?
A No.
Q Did she remember Helen Krause in her will?
did she remember the Humane
A
No.
17 Q Did she remember any charities in her will?
18 A Yeah. The will speaks for itself it seems to
19 me. Yes, she did give money to the Humane Society,
20 $10,000. And she also gave $10,000 to Mt. Calvary
21 Episcopal Church to which she belonged.
22 Q Was she a church-goer?
23 A Not to the best of my knowledge.
24
Q
Did you ever have occasion to have her invite
25 you to dinner with Mr. Ferguson?
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A
Q
A
No.
At the Officers' Club?
No.
Q Were you aware that he had been to the
Officers' Club?
A I became aware this morning, yes.
Q When you reviewed her -- you are the executor
of the will; is that correct?
A Yes.
Q When you collected all of her personal
financial papers from her home was she an organized woman?
A Yes.
Q Would you say extremely organized?
A Well-organized.
Q Did she seem to be competent and knowing where
all her money was at all the time?
A Well, up to, maybe, four months before her
death I think she did.
19 Q In all of her paperwork did you come across
20 anything that had mentioned Mr. Ferguson's name on it?
21 A Yes. Yes, I found a check for $1,000 written
22 prior to -- I don't have the exact date. It would have
23 been in October of the year we talked about.
24 AUDITOR JOHNSON: Excuse me. Would that be
25 2000?
.
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THE WITNESS: 1,000.
AUDITOR JOHNSON: No, the year 2000?
THE WITNESS: Year 2000, yes.
BY MS. STONE:
Q Was there a time that Mrs. Robinson indicated
to you that she wanted to amend her will to the codicil?
A
Yes.
Q And do you recall when that first -- any
conversation like that may have started?
10 A
11 Q
12 death?
Probably in about October of 2000.
The year she died -- the year prior to her
. 13 A Yes.
14 Q And that was when she first wanted to change
15 her will?
16 A Yes.
17 Q Did you question her about it?
18 A I certainly did.
19 Q And did she seem competent to change her will
.
20 at that time?
21 A She had been on a decline physically and
22 mentally. And as a matter of fact I wondered about it.
23 But on the specific day that the codicil was signed she
24 wasn't going out. She wasn't driving much and wouldn't
25 come down to the office. So it was signed in her home.
.
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68
1 And my wife went along as the second witness.
2 And I did what I often do with people I wonder about. I
3 asked her if she knew my first name and my wife's name
4 and, you know, what day it was. And she passed all those
5 tests. And, therefore, we had her sign the codicil that
6 she directed me to prepare.
7 Q And in that codicil she then gives a gift to
8
9
10
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12
13
14
15
16
17
18
19
20
21
22
23
24
25
Mr. Ferguson; is that correct?
A Yes.
Q Prior to that codicil being written had you
heard of Mr. Ferguson?
A Well, when she originally told me to do the
codicil, of course.
Q Which was about a month prior to the codicil
being
A That's my recollection. The chronology was
this. She began failing, I'd say, in September or October
of 2000. That's the period of time in which she said she
wanted to write this codicil. Finally, she convinced me
that she really wanted to do this so I prepared it.
What intervened was on October 31 of that year
it turned out that I think Sue Pierson was there __
Q And that's her stepdaughter?
A That's her stepdaughter -- at the house.
Q Did you get a phone call?
69
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1
A
Yeah. And Florence was nowhere.
2 Q To the best of your recollection she was not
3 driving at that time?
4 A I thought she was not driving at that time.
5 Q And what did you discover when you got there?
6 A Well, I discovered she wasn't there. And then
7 I took my car to drive around to see if I could find her.
8 I did.
9 Q
10 A
Where did you find her?
She was in her car by the iron bridge crossing
.
11 the Yellow Breeches Creek. And I got out and spoke with
12 her and convinced her she should come home. And she said,
13 All right. I'll follow you. And I said, No, I'll follow
14 you.
15 And when we got back we found that she had
16 indeed prior to going apparently attempted suicide. The
17 bullet was in the bedroom. The police were called. And
18 that is the time at which we started talking about sending
19 her to a nursing home. Her stepdaughter was there; only
20 relative, by the way. And certainly from what I'd seen we
21 all agreed that Florence was not capable of staying where
22 she was.
23
AUDITOR JOHNSON: Excuse me. About when was
24 that, Mr. LaFaver?
.
25
THE WITNESS: That was on October 31, just two
70
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1 days before this codicil was signed. That's why I was
2 ouchy about it. However, I had had the instruction for
3 the codicil prior to that time.
4 BY MS. STONE:
5 Q Now, she was admitted to the Hershey Medical
6 Center for about two or three days?
7 A Yeah, she went to Hershey Medical Center. I
8 think she had been also in the Holy Spirit Hospital. She
9 was in and out of hospitals then for a long period of
10 time. And finally on the 26th of November she was
11 admitted to the Country Meadows Nursing Home which has
12 been spoken about before. She was admitted two days
13 before the check in question was written.
14 Q Let me just ask you a question because
15 Mr. Ferguson raised it regarding her suspicions of people
16 taking her money and power of attorney. Did you see any
17 of that when you talked with her, also?
18 A Absolutely.
19 Q What did you see?
20 A Well, she was suspicious of everyone including
21 me. Now, the truth of the matter is the power of attorney
.
22 in question was signed in 1998. Matter of fact there had
23 been a previous one signed in 1995 when her husband died.
24 So I had always had power of attorney for her. It had
. 25 never been used for the reason that there was never any
.
.
.
71
1 reason to use it.
2
3
4
5
6
7
8
9
When she began failing as badly as she did it
was pretty obvious that that had to happen. As a matter
of fact according to the records, this check to Earl
Ferguson is the last check she ever wrote. I went to the
bank and gave them a copy of the power of attorney with
her stepdaughter's knowledge and consent and wrote all the
checks thereafter.
Q In fact if we -- I don't know whether we need
10 to attach an exhibit. This is the checking account that
11 this account was drawn on; is that correct?
12
13
A
Q
That's it.
And the number of the check for $6,700 is what
14 number on the check register?
15 A The check to Mr. Ferguson is 429.
16 Q And the next check in her checkbook is what?
17 A 430. And it's there in blank.
18 Q Were you surprised to hear Mr. Ferguson's
19 testimony today that he actually went to the nursing home
20 and took her to the bank to cash the check?
21 A No, I knew that.
22 Q How did you find out about that?
23 A Well, at the bank when this became obvious that
24 we were going to have a contest about this. Although, I
25 had known about the check; she told me. And I had seen
72
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1 the photocopy which came with the normal monthly
2 statement. I knew that it was going to be important to
3 have the check. And so I called. And that was
4 unsuccessful.
5 So I went to the bank and demanded that they
6 obtain this check for me. I told them why. And in the
7 course of that the manager talked to a teller and so on.
8 And they seemed to remember that Florence and Mr. Ferguson
9 were in cashing that check on the day it was done. So,
10 yes, I knew about this.
11 Q And did you express to Florence when she
12 indicated to you that she wrote this check to Mr. Ferguson
13 your shock and dismay?
14 A I said, Why on earth did you do that?
15 Q And what did she say?
16 A She said, Well, he said he needed --
17 MR. YaFFE: I'm going to object to that
18 THE WITNESS: -- is res gestae.
19 MR. YaFFE: I'm objecting to that on the basis
20 of hearsay. Now, it might be that it is res gestae and
21 the basis can be laid for it. But it has to be laid that
22 it was very, very close in time to when the check was
23 written. And I haven't heard any testimony as to that.
24 MS. STONE: If you'll allow me, I can certainly
25 lay the foundation.
.
73
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1
MR. YaFFE: I certainly will.
2 BY MS. STONE:
3 Q The check is dated November 28, 2000?
4 A Yeah.
5 Q Did you have an occasion to see Mrs. Robinson
6 on November 28 of - -
7 A Probably not on the 28th. I would expect it
8 was the 29th or the 30th.
9 Q Because she would have been in the nursing home
10 when she wrote this check?
11
12
.
A
Q
That's correct.
And you did not actually transport her to the
13 nursing home; is that
14
15
16
17
18
19
20
A
Q
A
I did not.
The ambulance took her?
That's correct.
Q Then she was transported to another nursing
home after that?
A Subsequent.
Q
She was then taken to the Lebanon Good
21 Samaritan Hospital; is that correct?
22
A
Where she died.
23 Q Did you see her when she left this nursing home
24 or was she already at the --
25 A I saw her several times, probably half a dozen
.
74
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1 times while she was in this nursing home.
2 Q How do you know you saw her close in time to
3 that check being written?
4 A Well, for this reason. I went up there right
5 after she had been admitted. So she was admitted on the
6 26th. I went up probably the next day to sign the papers.
7 Q Because then you had to execute the power of
8 attorney; is that correct?
9 A That's exactly right. Then I went up the day
10 after this transaction occurred.
11 Q How do you recall that?
12 A I recall that because that's the day that I
13 went up to get the checkbook to stop her from writing any
14 more checks.
15
16
17
18
19
Q
A
And did she hand over the checkbook?
She did indeed. And that's when I saw in the
register the $6,700 check.
Q And what did you say to her?
A I said, What were you doing this for?
.
20 MR. YOFFE: Now, here's where I object again.
21 I understand Mr. LaFaver's testimony. He said that the
22 conversation he had with the decedent was on the 29th or
23 the 30th which would be one or two days after the date
24 that the check was written. I'd say that is not res
25 gestae.
.
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Res gestae -- the whole idea of res gestae is a
contemporaneous utterance, minutes, hours, certainly not
the next day unless you're dealing with accidents and a
person's in a coma and has no consciousness in that
intervening time. So my point is that the res gestae is
not the next day and certainly not two days later.
MS. STONE: Well, I'm going to respond to
that. First, this is the first opportunity for the
witness to have an encounter with the decedent in which
case the res gestae subsides and reactivates itself upon
the coming of Mr. LaFaver to the nursing home.
There would have been no opportunity for her to
speak of a thing that was just written because he wasn't
available at the time. Her first opportunity to explain
this would have been a day later, well within the time
frame to explain why she wrote it.
If the Court doesn't accept that as an
explanation, certainly the idea that he speaks the intent
of the testator which is always admissible for parol
evidence to prove the intent which is why we're here
today. Why did she write the check?
AUDITOR JOHNSON: I'm going to allow the
testimony subject to your exception, Mr. Yoffe.
BY MS. STONE:
Q If you would --
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A I saw the indication in the book. I said, Why
did you do this, Florence? And she said, Well, he knew
that I had included him in the will, as he just said. And
he said he needed some of it now. So I gave it to him.
Q And what did you say to that?
A What did I say to that?
Q Urn hum.
A Oh.
Q Did it seem like an awful lot of money?
A That's why I raised the question. She was not
in the habit of giving $6,700 to anybody. She wasn't in
the habit of giving much money at all to anybody.
Q Had she at any time ever offered you money?
A No, she never offered me money but she offered
to put me in her will.
Q More than ten times?
17 A I expect at least ten times.
18 Q Over the course of almost 40 years of a
19 relationship?
20 A All this was in the last several years after
21 her husband died, never before that.
22 Q And just so we're clear, your recollection of
23 what she said to you was, He needed the money now.
24
25
A
Q
That's what he said, and so I gave it to him.
So when it came time to do the account for the
77
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1 estate what was your next step?
2 A My next step was to reduce the $15,000 bequest
3 by the partial amount that he had already gotten just
4 within three months before she died.
5 Q Was it your belief that this was and I'm
6 going to use this term legally -- I'm going to use this as
7 a non-legal term -- as an advance for the amount that then
8 was going to be given in the will?
9 MR. YaFFE: That's -- legal term or not, that's
10 basically
.
11
12 way to
13 BY MS. STONE:
MS. STONE: Okay. I don't know of any other
14 Q Would you say that she meant for him to have
15 this money deducted from her will bequest?
16 A She said she was giving part of
17 MR. YaFFE: Same objection. That's a
18 conclusion. That's the ultimate question.
19
THE WITNESS: That's what she said.
.
20 MS. STONE: He's testifying to her intent and
21 what he believed her intent to be.
22 MR. YaFFE: I think he can testify as to what
23 he recalls her actual words were and he did that.
24 MS. STONE: Exactly.
25 MR. YaFFE: His interpretation of the words,
78
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10 A
11 Q
12 register?
. 13 A
14
1 no. I don't think that's admissible at all. The Auditor
2 can
3 AUDITOR JOHNSON: I think that I'm the one that
4 has to determine that. Mr. LaFaver did say -- repeat what
5 his recollection is of what she said.
6 MS. STONE: Okay.
7 BY MS. STONE:
8 Q Okay. Were you aware of any other checks of
9 this nature written to Mr. Ferguson prior to that date?
Prior to that date, no.
Other than the $1,000 you found in the
Which I found after the fact.
MS. STONE: I'm only going to raise this issue
15 because it was brought up in your memorandum.
16 BY MS. STONE:
17 Q With regard to an interest rate of the amount
18 that has not been distributed to Mr. Ferguson, you would
19 not dispute that interest was owed to him on the amount
20 that is currently being held in the account?
21 A Under the l~w that's correct.
22
AUDITOR JOHNSON: To commence one year after.
.
23 THE WITNESS: According to the law. There's no
24 question. I understand that. Might say that I believe
25 David Stone in our office at the time the original notice
.
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79
1 went out that we were going to reduce this had a
2 conversation, I think, with Mr. Ferguson which we offered
3 to pay the $8,300 or whatever it was at the time and take
4 a receipt. And that was refused.
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BY MS. STONE:
Q So there was an offer?
A But no money has ever been paid. That's
correct.
Q Just a couple questions with regard to
Mrs. Robinson's health. At the date of death do you
recall what the death certificate said the cause of death
was?
A Yeah. It was a cardiovascular incident. She
had been ill with heart trouble and many other things for
a long time. And it also is true that her mental
condition was
what I didn't tell you about the mental
condition is the reason she went from the first nursing
home; that is, Country Meadows, to the second nursing home
called Arden is because Country Meadows will not keep
people with severe mental conditions, only physical
conditions.
And Florence had tried to kill herself while at
Country Meadows by attempting to throw herself in front of
a car in front of Jim Bach's office on the road. And
that's when they said, You can't be here.
.
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Q When she was taken from -- she was in Country
Meadows when this check was written, correct?
A Oh, yeah.
Q Then she was transported temporarily to the
5 Hershey Medical Center for evaluation?
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A
Q
Yes.
And she was evaluated on November 30th by a
doctor; is that correct?
A That's right, two days after this check was
written.
Q
And they reported what was in her brain?
A There is an extra axial enhancing mass lesion
located adjacent to the right frontal bone with no
associated edema. The mass is approximately 2.5
centimeters in its greatest diameter. There is mild mass
effect on the surrounding brain parenchyma.
Q And in fact the evaluation which was done two
18 days after this check was written a doctor sat down with
19 Mrs. Robinson and had a conversation to test her ability
20 to find out whether or not she knew who she was, where she
21 was, things of that nature, her temporal surroundings.
22 How did the doctor report that her mental capacity was at
23 the time?
24 A She could not give her address nor did she know
25 she had come to the home. Personal information was
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1 defective. She did not know the mayor, governor or
2 immediate, past president. Failed at the presidents'
3 test. The result was that she could not continue with the
4 evaluation.
5 Q Are you comfortable thinking that she had the
6 capacity two days prior to this admission to this hospital
7 to write this kind of a check?
8 MR. YOFFE: That I'm going to object to.
9 AUDITOR JOHNSON: I agree.
10 MS. STONE: Okay.
11 BY MS. STONE:
12 Q Do you think you visited her on this day at the
13 hospital when this doctor had this evaluation?
14
15
16
17 the 30th.
A
No.
MR. YOFFE:
MS. STONE:
I didn't hear your question.
I asked him if he visited her on
18
AUDITOR JOHNSON: On the date of this
.
19 evaluation.
20 MS. STONE: Which was the 30th of November.
21 THE WITNESS: No.
22 BY MS. STONE:
23 Q So you possibly think you were there on the
24 29th, the day before the evaluation was completed?
25 A Yes.
.
.
.
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11
Q And we can deduct that because the doctor would
not have been able to do the evaluation without your power
of attorney; is that correct?
A That's correct, the admission. My power of
attorney was used to admit her to all these places.
Q As you sit here as the executor to the estate
is it still your intention that you would hope that
Mr. Johnson would find that the $6,700 check would be
deducted from the $15,000 --
A Of course. That's the only reason we're here.
MR. YOFFE: I'll object to that question.
12 AUDITOR JOHNSON: It doesn't matter.
13 MS. STONE: Okay. I just want to be clear that
14 nothing that Mr. Ferguson has stated has swayed
15 Mr. LaFaver's decision in this matter. This is the first
16 time he's had an encounter with this man. He provided
17 information that we were not aware of.
18 MR. FERGUSON: That's not true, though
19 (indicating).
20 THE WITNESS: I think Mr. Johnson ought to at
21 least see that.
22
23
AUDITOR JOHNSON: Are we going to admit that?
THE WITNESS: Don't lose it. I had a lot of
24 trouble getting that.
25 MS. STONE: Did you want this as an exhibit,
.
83
1 too?
2
3
4
I mentioned it.
AUDITOR JOHNSON: We'll go off the record.
(A discussion was held off the record.)
CROSS EXAMINATION
5 BY MR. YOFFE:
6 Q Mr. LaFaver, I just have a few questions. The
7 check was written on the 28th of November of the year
8
2000?
9 A Yes.
10 Q And the medical report made from the Milton
11 Hershey Medical Center is dated November 30th that you
12 referred to in your testimony?
. 13 A Yes.
14 Q Now, I'm just not sure so I'm asking you, Was
.
15
16
17
18
19
20
the conversation you had with the decedent before or after
the time the medical report was written?
A Well, it was before she went to Hershey so it
had to be the 29th.
Q And what your testimony -- you said that the
conversation, I think, was the 29th or 30th?
21 A I knew it was right after this happened. I
22 didn't know what date. But, obviously, if she was in
23 Hershey on the 30th, it had to be the 29th.
24 Q Well, is it possible that you would have had
25 the conversation with her prior to her going to Hershey?
.
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84
A
No, not on --
Q On the same day, but prior to when she went to
Hershey?
A I don't think so.
Q Where did she pass away?
A Good Samaritan in Lebanon.
Q And did you see her between the time that she
was in the Hershey Medical Center for this evaluation and
when she passed away?
A Yes.
Q Once or more than once?
A Half a dozen times, both at the -- she went
back from Hershey to Country Meadows and I saw her more
times there. And then after the suicide business and they
made her leave she was put in the Arden Home out on
Linglestown Road and I was out there several times. And
then she was taken from there with some kind of physical
attack to Good Samaritan Hospital in Lebanon. And that's
where she stayed until she died.
Q And your conversation with her that you
referred to concerning the check that was given did that
occur at her home or somewhere else?
A No, it occurred in the nursing home.
Q
A
In the Country Meadows
Country Meadows.
85
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1
2
Q
A
-- Nursing Home?
Yes.
.
3 Q And she went from Country Meadows Nursing Home
4 straight to Hershey?
5 A Straight to Hershey and then back to Country
6 Meadows. And I think that there was an extra one in
7 between, by the way, to Holy Spirit after she came back
8 from Hershey and went to Country Meadows. I think there
9 was one to Holy Spirit and then back to Country Meadows
10 and then finally to Arden.
11 Q So is it possible that when you had this
12 conversation with her -- and, of course, I'm referring to
13 the conversation where she explains, according to your
14 testimony, why she gave the check, the $6,700. Is it
15 possible that that occurred after she came back from the
16 Hershey Medical Center?
17 A No.
18 Q And you're quite sure about that?
19 A I'm quite sure about that.
20 Q Did you make any
21 A That's the thing that I can ground it with that
.
22 I was uncertain before until we looked at the time she
23 went to Hershey. It was before she went to Hershey.
24 That's why I know that's when it had to be.
25 Q Well, you seem rather certain about that. Is
.
.
.
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that because you made some note or memorandum as to that
conversation after --
A No, I did not I made any note or memorandum. I
made a very clear memorandum in my mind about the fact of
the conversation because I was so shocked by it.
Q Now, it was after that that you, of course,
went to the bank to inquire from the people there?
A Oh, that's a year ago.
Q That was after she died?
A After we were getting ready to do all this and
I knew I needed to have the check. That was all months
later.
Q On the occasions that you saw her either at the
time you had this conversation or the several times after
that prior to her death, of course, were any of those
occasions when you thought her physical and mental
situation was such that she could make an effective
writing or a codicil?
A I don't think so. She became -- you're asking
20 for it. I'm not a doctor. In my opinion she was
21 irrational. The day before Christmas I visited her over
22 at the Arden Home and tried to walk through the halls with
23 her. She'd only been there maybe a week by that time.
24 And she would walk through the halls and stick out her
25 tongue at every person in the place saying they were all
.
.
.
87
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3
4
5
6
7
8
9
10
11
12
13
trying to steal her money. She didn't have any money
there.
Q Just one or two questions. What I'm trying to
get at is on any of the occasions that you saw her during
this period of time subsequent to the conversation until
the time of her death did it enter into your mind that you
might have her make a writing or memorandum with regard to
her intent with regard to this check or even another
codicil reducing the amount of the legacy to Mr. Ferguson?
A No, I didn't do that.
Q Did you ever consider it?
A Probably not. She had so many problems going
on that I'm not sure she could have done it. But I
14 wouldn't have done it anyway because everything that
15 happened was of great upset to her at that time.
16 As Mr. Ferguson said, I want you to know that
17 it is true. I know that she was unhappy when we put into
18 effect the power of attorney. There's no question about
19 that. And she probably was angry with me for having done
20 it; however, she still kept wanting to see me and calling
21 me.
22 MR. YOFFE: Thank you. No further questions.
23 AUDITOR JOHNSON: Mr. LaFaver, when you went to
24 visit Florence I'll say the 29th or 30th, it doesn't
25 matter, and you took her checkbook; is that correct?
.
.
.
88
1
2
THE WITNESS: Yes, I did.
AUDITOR JOHNSON: What did you see in her
3 checkbook when you took it?
4 THE WITNESS: I looked at the last -- right
5 here it is. And I looked to see what had been happening.
6 And I particularly was anxious to know how much money was
7 still there because we knew that we were going to have to
8 transfer her, probably. And I wanted to see if there was
9 enough money in the checking account without trying to
10 dispose of some other bonds or stocks or whatever she
11 had. That's when I saw the receipt.
12
13
14
15
16
17
18
19
20
AUDITOR JOHNSON: What did you see?
THE WITNESS: Right here. That's what I saw
(indicating) .
BY AUDITOR JOHNSON:
Q Right. So what appears is a check having been
written for $6,700?
A Yes.
Q
A
What did you say when you saw that?
What was this for? And then the conversation
21 ensued that I've
22
23
24
25
Q
A
Q
A
There is no name designated --
That's right.
-- or payee designated
That's right.
.
.
.
89
1
2
3
4
5
6
7
Q
in the check register?
A Absolutely correct. All the more reason I
asked for -- $6,700, you know.
Q And do you think she sensed you were upset that
she wrote the check?
A Well, I expect that she might have.
Q Now, you have a copy of the check in front of
8 you?
9 A
Yes, this is the check.
10
11
12
13
14
15
16
Q The writing, date, Earl Ferguson, number,
etcetera, all would tend to appear to be the same writing
as her signature. Would you agree?
A Yes. Oh, I don't have any question about that.
Q So she wrote the entire check?
A I don't have any doubt about that.
Q
Okay.
We're not at all claiming that it's a forged
17 A
18 check.
19
20
21
22
23
24
25
Q Or that he filled it in and just had her sign
it?
A No, no, no. That's not true.
Q Who is Gregory Jeffries, if you know? Do you
know who that is?
A Yeah, the guy who helped her with her taxes,
had been for years.
90
.
Edith Sheaffer?
Q
1
2 A The lady at the bank who always helped her get
3 her checking book in and had been doing it for years.
4 Q Ed Abolins?
Give me a minute
A Yes. He was the -- oh, Lord.
to think about that.
5
6
7
8
9
10
11
Sure.
Q
A Go to Richard Uber. He was her gas station
man. She did not like to pump gas. He would pump gas and
take care of her car. These were all people who had been
in previous wills subsequent to her husband's death.
12 Q And then in her will she left money to
13 Mt. Calvary and the Humane Society?
And they've always been there.
And in her codicil she added the New Cumberland
.
14 A
15 Q
16 Library?
17 A
18 Q
19 A
20
21
22
23
That's right.
And Mr. Ferguson?
Yes.
MS. STONE: Is he the yard man?
THE WITNESS: The yard man.
AUDITOR JOHNSON: The yard man?
THE WITNESS: He works for an outfit called
24 Shedlosky.
25 AUDITOR JOHNSON: Abolins?
.
.
.
.
91
1
2
3 else.
THE WITNESS: Yes.
AUDITOR JOHNSON: I don't think I have anything
Mr. Yoffe?
4 MR. YOFFE: Just one or two questions in
5 relation to your inquiries, Mr. Johnson.
6
7 HENRY EARL FERGUSON, III, recalled.
8 DIRECT EXAMINATION
9 BY MR. YOFFE:
10
11
12
13
14
15
Q Mr. Ferguson, we're talking about the check
register. Do you recall
A I recall it now that they brought it up.
Q And you notice --
A It's the only one that doesn't have a name
there. The reason it doesn't have a name is because she
16 told me at the time that she wrote the check, she said
17 that she didn't want them, meaning them and the other
18 people, to know about the check because she didn't want
19 anything said about it.
20 Then later on when she moved from Country
21 Meadows to the other funeral home -- to the other home,
22 when they said that this is written she called me on my
23 cell phone. And, you know, she doesn't know the
24 president's name but she still remembered my cell phone
25 number. I don't know how that is.
92
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1
But she called me from that facility and told
.
2 me. And I said, I'll come down and see you, Florence.
3 And she goes, Don't come here because I don't want you to
4 get in trouble because my lawyer's giving me a hard time
5 about that $6,700. And I said, Florence, I'm not
6 concerned about it. I'll come down and see you.
7 And she was adamant about me not going there.
8 But she put that in there with a blank instead of my name
9 on it because she did not want them to know about that she
10 gave me the $6,700. She didn't want it to affect anything
11 else. That was really her statement to me at the time.
12 MR. YOFFE: No further questions.
13 AUDITOR JOHNSON: Do we want to admit this or
14 not?
15 MS. STONE: I think it's relevant.
16 (Whereupon, Auditor Johnson left and returned
17 from the hearing room.)
18 MR. YOFFE: We've agreed in your absence and
19 with your approval we can number these documents as
20 Estate's Exhibits 1 and 2, 1 being the front and back of
21 the check, and No. 2 being the check register.
.
22
23
24
25
AUDITOR JOHNSON: Sure.
(Estate Exhibit Nos. I, 2, and 3 were marked.)
(A discussion was held off the record.)
MR. YOFFE: If you could mark the front and
93
.
1 back of the check itself, a copy of it, Estate Exhibit 1.
2 And then the check register is Estate Exhibit 2.
3
AUDITOR JOHNSON: I believe she's already made
4 this 2 and that 3. She's already labeled them.
5 MR. YOFFE: Okay. So we have three exhibits.
6 AUDITOR JOHNSON: I need clarification. One is
7 the check front and back. Two is the blank register and
8 Check No. 430.
9 MR. YOFFE: Right. And three is that.
10 AUDITOR JOHNSON: Do you have anything else,
11 Ms. Stone?
12
MS. STONE: I don't think so. I think we've
.
13 concluded. You don't want a summation, do you?
14 AUDITOR JOHNSON: No, I don't want a
15 summation. I might take findings of fact and conclusions
16 of law. It doesn't have to be -- if you want to file
17 briefs, fine.
18
MS. STONE: I wouldn't mind that.
.
19 MR. YOFFE: We'll provide that.
20 AUDITOR JOHNSON: What sort of time period do
21 you want? I'm going to have to get an extension of my
22 appointment or commission, whatever it's called.
23 MR. YOFFE: Fifteen days is fine.
24 MS. STONE: I was going to say could I have at
25 least 15 days, if not 20? I've got two briefs due in two
.
3
4
5
6
7
8
9
10
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12
. 13
14
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94
1 weeks.
2
MR. YOFFE: It's all right with me.
AUDITOR JOHNSON: I don't have a problem.
Twenty days?
MR. YOFFE: Sure.
MS. STONE: Are we going to have the -- 20 days
from the date you file the
AUDITOR JOHNSON: Well, I'm going to need a
copy of the transcript, I believe. Do you folks want
one?
MS. STONE: I would like one. Twenty days from
the date of transcript.
(A discussion was held off the record.)
AUDITOR JOHNSON: So 20 days after the
15 transcript.
16 (A discussion was held off the record.)
17 (Whereupon, the hearing was concluded at
18 11:50 a.m.)
19
20
21
22
23
24
25
95
.
1
I hereby certify that the proceedings and
2 evidence are contained fully and accurately in the notes
3 taken by me on the within proceedings, and that this copy
4 is a correct transcript of the same.
5
8
Public
NOTARIAL SEAL J
J~ L. BUCHER, Notary Public
Carlisle l?O~o, Cumberland County
My CommIssIon Expires June 7, 2004
_._~._ ~ I
6
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In Re: Estate of Florence E. Robinson
CondenseIt TM
#429 - Auditor
#429 [1] 2:15 15 [1] 93:25 5 [2] 13:2 36:1 added [2] 34:11 answer [2] 33:9
#430 [1] 2:16 15,000 [2] 44:23 50 [1] 94:18 90:15 33:13
$1,000 [S] 32:17 44:24 53 [1] 51:24 addition [2] 12:23 anXIOUS [1] 88:6
33:12 53:24 66:21 1528 [1] 48:6 550 [2] 19:6 19:6 46:14 anytime [2] 12:4
78:11 1534 [1] 48:6 59 [1] 2:3 additional [1] 50:12 33:6
$1,300 [1] 19:6 169 [1] 48:7 6 [1] 36:1 address [1] 80:24 anyway [4] 19:24
$10,000 [2] 65:20 1717 [S] 44:19 47:24 60 [1] 2:4 ademption [1] 4:5 20:13 25:11 87:14
65:20 48:7 48:10 48:11 adjacent [1] 80:13 apartment [S] 5:8
650 [2] 19:5 19:5
$100 [1] 46:18 18 [1] 1:11 admissible [6] 21:14 11:14 13:10 56:4
$109,000 [1] 29:20 18th [1] 48:7 73 [1] 26:25 22:9 22:12 22:12 57:5
$1l,100 [2] 18:2 1964 [2] 60:24 78 [1] 1:13 75:19 78:1 apartments [4] 12:24
61:1 8,300 [1] 51:3 13:1 42:5 43:14
44:20 1995 [1] 70:23 admission [2] 81:6
$12,000 [2] 15:5 1998 [1] 70:22 80-some [1] 38:14 82:4 apology [1] 3:13
18:2 82 [1] 26:25 admit [3] 82:5 apparent [3] 23:19
$126 [1] 53:23 2 [9] 2:16 3:16 83 [1] 2:4 82:22 92:13 24:19 25:24
6:20 34:13 92:20
$15,000 [7] 7:4 92:21 92:23 93:2 9 [1] 1:11 admitted [6] 40:22 appear [1] 89:11
7:9 7:24 50:13 93:4 91 [1] 2:5 70:5 70:11 70:12 APPEARANCES [1]
51:15 77:2 82:9 2.5 [1] 80:14 911 [3] 74:5 74:5 1:17
$3 [1] 35:6 48:20 advance [1] 77:7 appointment [1]
19:8 20 [3] 93:25 94:6 49:1
$3,000 [1] 52:24 94:14 914 [4] 4:25 29:7 affect [1] 92:10 93:22
$30,000 [2] 15:6 20,000 [1] 31:24 47:24 48:4 affected [2] 26:17 appointments [1]
18:3 2000 [IS] 92 [3] 2:15 2:16 26:18 12:14
6:20 African [1] appreciate [3]
$4,000 [1] 19:8 8:2 8:10 27:7 2:17 53:22 21:2
$5,000 [S] 14:14 34:13 35:1 40:23 93 [2] 2:15 2:16 again [6] 24:2 49:17 56:12
14:20 14:21 15:17 64:19 66:25 67:2 a.m[4] 1:11 51:23 24:3 35:6 35:13 approach [1] 22:5
52:3 67:3 67:10 68:18 51:24 94 :18 52:16 74:20 approval [1] 92:19
$500 [1] 46:15 73:3 83:8 ability [2] 27:15 ago [8] 30:22 32:10 Arden [4] 79:19
$6,700 [48] 7:21 2001 [1] 6:10 80:19 48:11 48:14 48:15 84:15 85:10 86:22
7:23 8:5 9:21 2002 [1] 29:12 able [3] 15:19 48:18 48:21 86:8 area [3] 16:4 23:9
20:15
10:2 11:15 13:14 2003 [1] 1:11 82:2 agree [4] 4:7 31:9 53:3
15:3 15:7 15:10 21 [4] 13:2 13:2 Abolins [2] 81:9 89:12 argue [1] 58:15
17:24 18:4 18:20 90:4 agreed [2] 69:21
23:8 23:13 24:5 42:6 43:14 90:25 92:18 arguments [2] 36:5
25:1 25:23 26:1 21-01-0111 [1] 1:3 absence [2] 8:22 36:8
28:1 28:5 28:13 23 [1] 33:10 92:18 agreement [1] 61:15 arrangement [1]
32:14 33:11 40:25 24 [1] 29:12 Absolutely [2] 70:18 alive [4] 24:24 31:11 17:12
43:17 31:12 40:20 associated [1]
44:16 50:11 26 [1] 40:22 89:2 80:14
51:2 51:6 52:17 26th [2] 70: 10 accept [2] 15:20 Allfirst [1] 42:3 assume [1] 25:17
53:4 55:14 55:18 74:6 75:17 allow [2] 72:24 assuming [1]
56:9 56:12 57:6 28 [2] 73:3 73:6 75:22 22:2
58:16 59:25 71:13 28/55 [1] 2:3 accepted [1] 32:13 almost [1] attach [1] 71:10
74:17 76:11 accidents [1] 75:3 76:18 attack [1]
82:8 28th [2] 73:7 83:7 alone [2] 84:18
85:14 88:17 89:3 according [S] 22:17 10:23 attempted [3]
29th [7] 73:8 74:22 38:12 13:12
92:5 92:10 22:18 71:4 78:23 49:18 69:16
$60 [1] 46:18 81:24 83:18 83:20 85:13 along [2] 3:8 attempting [1]
83:23 87:24 68:1 79:23
$750,000 [1] 27:10 3 [4] 2:17 8:2 account [28] 3:5 always [10] attention [1] 36:17
$8,000 [1] 7:6 7:12 7:15 33:7
19:21 92:23 93:4 7:17 8:16 8:16 46:17 54:14 54:20 attorney [11] 19:25
$8,300 [3] 7:18 30 [4] 1:11 11:7 9:15 9:15 9:16 55:4 62:12 70:24 20:10 60:18 70:16
7:22 79:3 39:6 40:17 9:17 9:17 9:19 75:19 90:2 90:14 70:21 70:24 71:6
$9,000 [9] 16:1 30,000 [1] 44:20 32:22 33:2 33:7 ambulance [2] 35:5 74:8 82:3 82:5
16:4 16:12 ]7:11 30th [9] 73:8 33:17 33:18 42:1 73:15 87:18
30:5 32:9 45:22 74:23 42:2 42:3 42:3 Auditor [48] 1:10
52:10 59:4 80:7 81:17 81:20 42:4 71:10 71:11 ambulatory [1] 31: 15 3:1 3:17 3:20
$90,000 [1] 83:11 83:20 83:23 76:25 78:20 88:9 amend [1] 67:6 3:23 4:7 4:14
30:2 87:24
1[6] 2:15 6:24 31 [3] accurate [4] 29:23 American [1] 5:10 21:4 22:4 51:19
34:25 68:21 51:21 52:2
92:20 92:20 92:23 29:25 31:7 31:8 amount [IS] 7:20 53:10
69:25 accurately [1] 9:20 16:1 16:5 53:15 53:19 55:8
93:1 95:2
4 [1] 2:3 24:19 24:20 24:22 60:5 60:7 66:24
1,000 [1] 67:1 40 [4] 11:7 35:25 acquainted [2] 5:18 25:4 29:20 51:4 67:2 69:23 75:22
1,100 [1] 19:7 36:1 76:18 44:18 77:3 77:7 78:17 78:1 78:3 78:22
10[7] 29:2 30:8 41 [1] 62:13 act [1] 21:23 78:19 87:9 81:9 81:18 82:12
30:10 44:23 44:24 42[2] actual [4] 21:16 Anchors [10] 5:11 82:22 83:2 87:23
7:16 42:5 88:2 88:12 88:15
51:23 51:24 55:17 55:18 77:23 31:22 32:20 32:22
II [1] 94:18 429 [1] 71:15 acumen [1] 43:14 32:24 33:2 33:14 90:22 90:25 91:2
12 [3] 3:16 6:10 430 [2] 71:17 93:8 adamant [2] 33:17 33:18 43:12 92:13 92:16 92:22
44 [1] 43:23 93:3 93:6 93:10
29:2 51:23 92:7 Andrews [1] 1:12 93:14 93:20 94:3
13 [1] 59:15 440 [2] 19:7 19:7 add [1] 3:12 angry [1] 87:19 94:8 94:14
Jan L. Bucher-Court Reporter (717)243-4447
Index Page 1
In Re: Estate of Florence E. Robinson
CondenseIt TM
Auditor's - consider
Auditor's [3] 1:9 54:21 57:24 58:2 5:10 9:17 11:10 check [102] 2:15 clear[9] 19:1 19:8
3:2 4:2 84:7 85:7 11:10 11:11 16:11 2:16 2:16 2:17 25:8 40:21 52:22
available [I] 75:14 big [I] 14:16 43:13 44:18 54:18 8:3 8:5 8:14 57:8 76:22 82:13
Avenue [4] 4:25 biggest [I] 46:22 56:6 56:20 84:14 8:15 8:21 8:24 86:4
buy [II] 10:12 9:20 9:22 10:1
29:8 30:9 48:4 bill [I] 32:23 39:1 clearly [I] 4:4
39:6 39:6 39:7 10:2 11:20 11:21
average [I] 55:1 bit [91 10:10 12:12 47:5 53:24 54:2 12:11 14:14 14:17 client[l] 43:18
aware [20] 6:10 15:4 30:11 37:14 55:24 55:24 56:1 15:17 17:24 20:6 close [6] 16:25 19:23
6:12 7:5 7:11 40:11 45:17 51:10 buying [2] 10:5 20:6 20:16 20:18 46:24 62:12 72:22
24:4 24:9 24:10 52:18 11:13 21:16 22:15 22:21 74:2
24:22 34:3 34:4 blank [6] 2:16 Calvary [2] 23:5 23:8 23:13 Club [7] 10:16 10:20
34:6 35:4 36:11 44:12 44:15 71:17 65:20 23:25 24:1 24:3 11:2 12:1 35:18
36:22 45:15 48:20 92:8 93:7 90:13 24:5 25:1 28:1 66:2 66:5
66:4 66:6 78:8 blocks [I] 62:11 cans [I] 12:6 28:3 28:5 32:9 codicil [30] 6:13
82:17 capable [I] 32:12 33:1 33:11
bonds [3] 45:8 69:21 6:17 6:18 6:19
away [18] 5:11 capacity [3] 33:11 33:19 40:25 6:23 7:3 8:1
10:6 11:22 19:25 45:9 88:10 6:2 41:14 41:19 41:22
bone [I] 80:13 80:22 81:6 24:7 24:9 24:12
31:22 32:20 32:22 capital [I] 41:24 43:15 45:19 24:13 25:5 33:22
32:24 33:2 33:14 book [2] 76:1 90:3 6:25 45:22 52:3 56:4 34:19 35:1 40:16
33:17 33:18 39:2 Borough [2] 1:2 car [4] 69:7 69:10 66:21 70:13 71:4 62:4 67:6 67:23
43:12 62:11 65:9 3:3 79:24 90:10 71:5 71:13 71:14 68:5 68:7 68:10
84:5 84:9 bothered [2] card [28] 15:8 18:4 71:15 71:16 71:20 68:13 68:14 68:19
awful [3] 36:21 18:5 18:15 18:16 71:25 72:3 72:6 70:1 70:3 86:18
43:20 51:8
43:22 76:9 18:21 19:1 19:9 72:9 72:12 72:22 87:9 90:15
axial [I] 80:12 bottom [I] 19:5 25:8 30:14 30:16 73:3 73:10 74:3 codicil's [I] 34:12
bought [14] 6:6 36:6 41:1 44:12 74:17 74:24 75:21
B [I] 1:19 13:5 13:24 13:25 44:15 44:17 45:1 80:2 80:9 80:18 collected [I] 66:10
Bach's [I] 79:24 15:5 16:14 29:7 45:3 50:20 52:22 81:7 82:8 83:7 collective [I] 55:15
backyard [I] 55:6 30:1 37:13 37:15 55:15 56:13 56:21 84:21 85:14 86:11 collects [I] 42:19
bad [5] 14:13 14:15 44:22 44:22 44:24 56:25 57:7 57:25 87:8 88:16 89:1 College [I] 54:21
50:1 58:5 58:8 89:5 89:7 89:9
27:2 40:5 50:8 bounce [2] 89:14 89:18 91:10 coma [1]75:4
badly [I] 71:2 45:19 cardiovascular [I] 91:16 91:18 92:21 combined [I] 56:5
45:22 79:13
balance [I] 18:18 bounty [3] 50:11 cards [2] 92:21 93:1 93:2 comfortable [2] 17:8
Baltimore [4] 58:8 93:7 93:8 81:5
10:7 50:17 50:20 58:13
10:7 26:24 50:9 box [I] 53:23 31:15 checkbook [5] 71:16 connng [4] 14:16
Bandit [I] 35:15 care [5] 46:6 74:13 74:15 87:25 21:1 45:25 75:11
boxes [2] 39:6 50:23 51:9 90:10 88:3
bank [31] 8:18 53:24 Carlisle [I] 1:13 checking [10] comingled [I] 56:6
8:19 9:7 9:8 33:2 commence [I] 78:22
9:9 9:11 9:11 boys [I] 10:25 case [4] 7:6 21:10 33:7 42:1 42:2
10:1 19:21 19:21 brain [4] 40:8 40:9 53:11 75:10 42:2 42:3 42:4 commission [I] 93:22
20:2 20:3 20:6 80:11 80:16 cases [2] 4:3 22:22 71:10 88:9 90:3 commit [I] 34:25
20:7 20:7 20:16 branches [I] 12:12 cash[8] 8:14 15:9 checks [7] 20:15 COMMON [I] 1:1
20:19 23:14 25:10 Brandt [4] 4:25 20:16 41:15 41:24 32:24 46:15 56:3 company [3] 5:7
41:6 41:7 41:9 29:7 30:9 48:4 45:2 46:14 71:20 71:8 74:14 78:8 5:9 47:1
41:13 43:9 45:18 break [2] 51:22 cashed [3] 33:17 children [6] 29:3 compared [I] 13:25
71:6 71:20 71:23 41:15 41:22 36:9 36:10 61:20
72:5 86:7 90:2 51:23 61:22 62:1 competent [2] 66:15
based [I] Breeches [I] 69:11 cashing [I] 72:9 children's [I] 67:19
3:3 bridge [4] ceases [I] 23:6 61:24 completed [I]
basis [5] 12:5 26:9 39:19 Christmas [I] 81:24
47:24 54:11 69:10 cell [5] 54:19 54:20 86:21 completely [I] 16:16
62:18 72:19 72:21
became [4] brief [I] 4:3 54:25 91:23 91:24 chronology [I] 68:16 computer [I] 42:23
64:19 briefs [2] Center [6] 70:6 chunks [I] 14:17
66:6 71:23 86:19 93:17 concerned [3] 20:9
become [I] 24:10 93:25 70:7 80:5 83:11 church [5] 39:12 20:14 92:6
bring [I] 37:20 84:8 85:16 39:14 39:15 39:17
bedroom [I] 69:17 centimeters [I] 80:15 65:21 concernIng [I] 84:21
began [2] 68:17 brought [2] 78:15 certain [3] church-goer [I] 65:22 concluded [2] 93:13
91:12 5:12 94:17
71:2 Bucher [2] 7:20 85:25 circle [3] 39:21
1:23 conclusion [2] 50:16
behalf [2] 3:6 95:7 certainly [12] 21:10 39:23 64:2
3:8 77:18
buffet [I] 11:3 22:1 45:20 58:7 circumstances [4] conclusions [I] 93:15
belief [I] 77:5 59:16 67:18 69:20 9:25 10:3 17:25
belonged [I] 65:21 building [4] 13:5 72:24 73:1 75:2 57:22 condition [5] 26:12
beneficiary [I] 6: 16 13:10 16:20 18:2 75:6 75:18 cite [I] 22:19 26:12 64:24 79:16
benefit [I] buildings [4] 5:8 certificate [I] 79:11 cited [2] 4:3 79:17
59:25 11:14 13:2 42:6 22:22 conditions [2] 79:20
bequest [3] certify [I] 95:1 citing [I] 21:7
7:2 bulk [2] 36:22 62:6 79:21
77:2 77:15 bullet [I] change [4] 27:15 claiming [2] 4:5 confidence [I] 45:24
69:17 55:5 67:14 67:19
best [3] 37:15 65:23 burden [6] 3:18 89:17
69:2 charities [I] 65:17 clarification [I] conSCIOusness [I]
3:24 4:1 4:6 75:4
between [9] 28:11 4:9 4:11 Chateaubriand [I] 93:6 consent [I] 71:7
32:15 40:17 52:20 business [13] 37:16 Clean [I] 12:9
5:6 consider [3] 62:14
.
.
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Jan L. Bucher-Court Reporter (717)243-4447
Index Page 2
In Re: Estate of Florence E. Robinson
CondenseIt TM
consideration - exact
.
65:4 87:11 58:13 67:21 discussion [S] 51:20 dying [I] 21:19
consideration [I] credits [I] 58:8 deduct [2] 7:23 83:3 92:24 94:13 E[s] 1 :1 1:10
4:2 Creek [I] 69:11 82:1 94:16 2:1 3:2 5:18
considered [I] 25:4 cross [S] 2:2 28:17 deducted [2] 77:15 dismay [I] 72:13 Earl [14] 1 :21 2:3
contained [I] 95:2 54:11 55:11 83:4 82:9 Disney [7] 18:9 2:5 3:4 4:18
contemporaneous [I] Cross-examine [I] deducting [I] 7:19 44:3 44:7 44:10 4:23 32:19 33:6
75:2 28:16 deduction [I] 25:4 56:13 57:23 57:24 33:15 33:16 46:6
contemporaneously crossmg [I] 69:10 defective [I] 81:1 disparage [I] 49:12 71:4 89:10 91:7
[I] 21:22 Cumberland [13] definitely [I] 33:15 dispose [I] 88:10 earth [I] 72:14
contest [I] 71:24 1:1 1:2 1:3 deliver [2] 53:11 dispute [I] 78:19 eat [I] 11:3
continue [I] 81:3 3:3 4:25 10:5 55:1 distinction [I] 23:11 Ed [I] 90:4
convenient [3] 17:9 10:6 12:1 13:24 delivered [4] 9:22 distressed [I] 26:15 edema [I] 80:14
44:1 52:16 16:23 29:8 35:19 25:2 31:21 62:6 distributed [I] 78:18 Edith [I] 90:1
90:15
conversation [ISl customer [I] 46:22 delivering [I] 10:1 distribution [I] 3:5 effect [2] 80:16
67:9 74:22 79:2 delivery [I] 55:3 DIVISION [I] 1:2 87:18
80:19 83:15 83:20 customers [I] 54:23 demanded [I] doctor [7] effective [I] 86:17
83:25 84:20 85:12 cutting [I] 20:12 72:5 32:2
85:13 86:2 86:5 D [I] demeanor [I] 25:18 80:8 80:18 80:22 efforts [2] 14:6
2:1 DEPONENT [I] 81:13 82:1 86:20 14:7
86:14 87:5 88:20
convinced [2] daily [2] 12:5 26:9 50:22 doctor's [I] 32:4 eight [2] 48: 11 48:15
68:19 date [24] 1: 11 3:1 Eighties [I]
69:12 deposited [I] 41:19 documents [I] 92:19 26:24
cooked [2] 3:13 3:15 6:9 deposits [I] doesn't [12] 51:4 either [6] 6:16
37:15 8:1 23:5 29:8 43:7
53:25 29:9 29:14 29:15 depressed [3] 12:17 51:18 53:23 55:3 9:11 32:24 32:25
63:23 75:17 82:12 51:17 86:13
copy [6] 2: 17 71:6 29:19 32:13 34:5 27:16 27:17 87:24 91:14 91:15 elderly [2]
89:7 93:1 94:9 66:22 74:23 78:9 Derry [2] 26:21
95:3 78:10 79:10 48:6 91:23 93:16 26:22
81:18 48:6
corporation [2] 5:16 83:22 89:10 94:7 described [2] 15:12 dog [23] 10:8 11:22 Elizabeth [2] 1:19
5:17 94:12 25:2 11:22 11:23 11:24 3:8
correct [29] 6:20 dated [4] 6:20 12:16 12:19 12:20 en [I] 4:16
designated [2] 88:22 12:21 14:21 14:24
7:22 32:10 36:18 34:12 73:3 83:11 88:24 23:21 26:15 35:8 encounter [2] 75:9
40:23 41:2 41:4 dates [3] 8:12 29:10 despondent [I] 64:19 35:12 35:15 35:16 82:16
49:19 57:6 62:5 55:23 40:13 40:17 40:20 end [9] 34:24 35:9
62:7 62:8 64:15 daughter [I] 36:13 deteriorating [I] 55:6 64:16 65:2 35:22 37:19 39:24
66:8 68:8 71:11 David [I] 26:13 dog's [2] 40:1 40:6 40:12
73:11 73:16 73:21 78:25 determination [I] 14:23 57:16
74:8 78:21 79:8 day's [I] 63:23 4:3 14:23
80:2 80:8 82:3 days [20] 13:8 determine [2] dogs [I] 35:14 engaged [I] 5:6
22:10 enhancing [I]
82:4 87:25 89:2 34:19 35:1 40:17 78:4 dollars [I] 19:3 80:12
95:4 41:1 63:24 70:1 determined [I] 17:1 done [9] 18:24 35:9 ensued [I] 88:21
Country [16] 40:22 70:6 70:12 74:23 dial [I] 51:11 60:25 72:9 enter [I] 87:6
41:8 45:5 70:11 75:6 80:9 80:18 63:9 80:17 87:13 87:14 entire [I]
89:14
79:18 79:19 79:23 81:6 93:23 93:25 dialed [I] 63:11 87:19 entitled [I]
80:1 84:13 84:24 94:4 94:6 94:11 diameter [I] 80:15 50:12
84:25 85:3 85:5 94:14 doubled [I] 42:7 entrepreneur [I]
die [2] 24:17 34:11 doubt [2]
85:8 85:9 91:20 deal [2] 26:17 26:18 51:16 14:2
COUNTY [2] 1:1 dealing [I] died [18] 6:7 12:16 89:15 Episcopal [I] 65:21
75:3 28:2 31:2 31:7 down [14]
1:3 death [17] 3:14 37:9 40:17 44:9 6:4 equipment [I] 44:24
couple [9] 12:15 5:24 6:9 8:8 61:7 16:17 27:3 30:11 Esquire [S] 1:10
63:10 64:16 50:9 51:9 54:14
19:3 35:7 44:13 16:7 16:9 60:25 67:11 70:23 73:22 54:23 55:7 64:24 1:19 1:21 3:6
52:2 52:9 53:24 65:1 65:4 66:18 76:21 77:4 84:19 67:25 80:18 92:2 60:11
63:24 79:9 67:12 79:10 79:11 86:9 92:6 estate [19] 1:1
course [10] 18:13 79:11 86:15 87:6 difference [I] 51:5 downward [I] 1:19 2:14 3:2
64:15
21:13 64:3 68:13 90:11 different [2] 3:8 3:24 4:11
27:8 dozen [2]
72:7 76:18 82:10 debit [I] 18:18 40:12 73:25 6:13 7:8 36:23
85:12 86:6 86:15 debt [10] 30:15 30:16 84:12 37:1 61:8 61:9
Court [6] 1 :1 41:1 52:23 53:4 dinner [3] 35:16 draw [I] 61:13 62:6 77:1 82:6
1:2 7:6 60:22 53:5 55:15 35:17 65:25 drawing [I] 23:5 92:23 93:1 93:2
57:25 dinners [I] 35:24
75:17 95:8 58:12 58:14 drawn [I] 71:11 Estate's [I] 92:20
courtesy [2] 21:3 deceased [3] 1:3 DIRECT [4] 2:2 drive [6] 31 :25 32:1 etcetera [I] 89:11
22:3 21:25 60:19 4:20 60:13 91:8 41:5 41:13 63:22 evaluated [I]
directed [I] 80:7
credit [26] 15:8 decedent [3] 74:22 68:6 69:7 evaluation [8]
80:5
18:4 18:5 18:15 75:9 83:15 directly [2] 32:19 driving [S] 19:20 80:17 81:4 81:13
18:16 18:19 25:8 December [2] 8:10 32:21 41:6 67:24 69:3 81:19 81:24 82:2
30:14 30:16 36:6 27:7 disagree [I] 34:15 69:4 84:8
41:1 44:12 44:15 decision [I] 82:15 discern [I] 15:20 due [I] 93:25 evidence [7]
44:17 45:1 45:3 22:6
50:20 52:21 55:15 declarations [2] discover [I] 69:5 duly [2] 4:19 60:12 22:9 22:11 22:12
56:12 56:25 57:7 21:19 21:22 discovered [I] 69:6 during [3] 27:6 22:14 75:20 95:2
57:25 58:5 58:8 decline [2] 64:16 discussing [I] 21:24 64:23 87:4 exact [2] 16:5 66:22
Jan L. Bucher-Court Reporter (717)243-4447
Index Page 3
.
.
" .
exactly [4] 16:5 father[1] 26:25 17:4 18:11 18:14 funeral [3] 8:19 half [3] 48:18 73:25
59:6 74:9 77:24 felt [B] 14:13 27:2 19:11 24 :15 25:3 8:19 91:21 84:12
EXAMINATION [7] 36:17 36:20 36:21 26:20 34:8 36:25 games [1] 39:21 halls [2] 86:22 86:24
4:20 28:17 55:11 43:25 50:8 51:11 37:7 38:20 46:18 garbage [1] 50:6 Hampden [1] 35:22
48:19 49:25 54:14
59:21 60:13 83:4 Ferguson [3B] 1:21 56:19 60:19 61:9 gas [3] 90:8 90:9 hand [3] 4:15 43:8
91:8 2:3 2:5 3:4 64:11 64:15 69:1 90:9 74:15
except [3] 18:4 3:7 3:18 4:18 69:21 72:8 72:11 generous [2] 65:5 handed [1] 43:17
45:1 65:9 4:23 4:24 28:19 76:2 79:22 87:24 65:8 handle [1] 12:21
Exceptant [2] 3:7 32:19 33:7 33:15 92:2 92:5 gestae [18] 21:9 hands [1]
33:16 52:1 59:24 41:15
3:20 64:6 64:8 64:25 Florence's [1] 39:11 21:10 21:17 21:18 happening [1] 88:5
exception [3] 21:11 65:25 68:8 68:11 Florida [10] 15:9 22:1 22:13 22:16 happy [10] 12:19
21:13 75:23 70:15 71:5 71:15 18:5 18:7 18:13 22:18 22:20 22:23
72:20 15:21 15:22 15:23
exceptions [2] 3:4 72:8 72:12 78:9 18:17 19:2 19:9 23:9 72:18 35:12
74:25 75:1 75:1 15:24 26:16
4:9 78:18 79:2 82:14 19:23 45:4 57:1 54:15
75:5 75:10 45:12 51:13
exchange [1] 41:18 82:18 87:9 87:16 folks [1] 94:9 hard [3] 13:20 14:3
excited [1] 89:10 90:18 91:7 follow [2] gift [3] 13:19 22:1
21:20 69:13 92:4
91:10 68:7
Excuse [2] 66:24 Ferguson's [2] 69:13 gifts [1] 15:20 Harris [1] 42:4
69:23 66:20 follows [2] 4:19 Harrisburg [2]
71:18 gIVen [16] 17:17 13:2
execute [1] 74:7 60:12
few [10] 5:3 5:22 21:3 21:16 21:25 47:25
executed [1] 8:2 6:1 8:7 25:25 food[3] 32:18 39:9 22:3 22:15 23:8 head [2] 34:22 47:1
executor [S] 3:9 32:3 35:10 35:16 54:13 23:14 24:5 30:5 health [2] 31:14
7:5 61:9 66:7 39:1 83:6 foods [1] 12:23 43:18 45:21 59:4 79:10
82:6 Fifteen [1] 93:23 Ford[1] 31:23 59:14 77:8 84:21 hear [2] 71 :18 81:15
executors [1] 7:11 fight [1] 36:7 forged [1] 89:17 glvlDg [11] 14:16 heard [3] 64:25
exemption [1] 21:20 file [2] 94:7 forget [2] 59:6 17:19 25:7 46:2 68:11 72:23
93:16 46:10 65:5 65:8
exhibit [S] 71:10 filed [3] 3:4 7:5 59:10 76:11 76:12 77:16 hearing [4] 1:9
82:25 92:23 93:1 7:11 fOTDl[I] 8:13 92:4 3:2 92:17 94:17
93:2 files [1] 4:8 Forty-one [2] 28:20 glasses [1] hearsay [8] 21:1
3:14
exhibits [3] 2:13 28:21 21:6 21:8 21:11
92:20 93:5 filing [1] 3:21 forward [3] 3:23 GM [2] 45:12 45:13 21:16 21:20 23:2
exist [1] 23:6 filled [2] 38:9 4:9 41:21 goes [1S] 4:1 14:22 72:20
existed [2] 64:8 89:19 found [4] 66:21 14:24 16:21 17:6 heart [1] 79:14
final[2] 4:2 7:6 17:21 19:10 19:21
64:10 69:15 78:11 78:13 19:22 23:22 24:17 Heck [1]44:7
expect [3] 73:7 finally [3] 68:19 foundation [1] 72:25 34:10 43:8 57:1 Heflin [1] 42:14
70:10 85:10
76:17 89:6 fOUT[7] 22:15 28:8 92:3 held [7] 45:8 51:20
expected [2] 23:17 finances [3] 57:4 52:6 52:6 55:25 gone [1] 26:6 78:20 83:3 92:24
57:13 57:17
23:18 56:1 66:17 good [9] 27:9 29:10 94:13 94:16
explain [2] 75:14 financial [2] 28:10 frame [4] 32:11 30:23 45:17 48:16 Helen [1] 65:15
66:11
75:16 34:5 34:6 75:16 62:14 73:20 84:6 help [8] 12:6 12:13
explains [1] 85:13 findings [1] 93:15 frames [2] 30:24 84:18 12:20 13:23 14:4
explanation [1] 75:18 fine [3] 60:4 93:17 48:15 governor [1] 81:1 27:2 27:22 27:25
72:11 93:23 free [3] 52:22 57:8 granddaughter [2] helped [3] 54:9
express [1] finished [1]
extension [1] 93:21 52:19 58:12 36:12 36:13 89:24 90:2
extra [2] 80:12 85:6 first[2B] 4:1 4:12 freezer [8] 37:9 grandson [1] 36:15 Henry [7] 1:21
6:3 7:6 10:4 37:23 38:1 38:2 Grayson [1] 12:18 2:3 2:5 3:4
extremely [1] 66:13 14:10 15:11 17:19 38:3 38:4 38:6 4:18 4:23 91:7
F[1] 60:16 29:16 30:19 34:1 38:7 great [4] 26: 17 26:18 hereby [1]
facility [1] 44:21 50:1 53:7 64:15 87:15 95:1
92:1 freezers [1] 38:2
58:22 60:22 60:23 greatest [1] 80:15 hers [2] 29:5 49:5
fact [14] 20:9 20:14 60:24 64:14 64:25 frequently [2] 48:20 herself [8] 10:8
30:13 green [1] 32:6
27:21 28:13 67:8 67:14 68:3 65:10 17:21 35:2 35:6
38:19 67:22 70:22 75:8 75:8 75:14 friends [8] 10:13 Gregory [1] 89:22 48:25 50:3 79:22
71:4 71:9 78:13 79:17 82:15 10:15 11:9 39:2 grocery [1] 12:15 79:23
80:17 86:4 93:15 fish [7] 38:16 39:8 39:10 39:11 Gross [6] 42:14 Hershey [1B]
Failed [1] 81:2 37:20 28:7
38:25 53:11 53:20 64:2 42:15 53:1 53:2 40:3 70:5 70:7
failing [2] 68:17 54:2 54:7 front [11] 2:15 55:18 59:25 80:5 83:11 83:17
71:2 five [71 28:8 30:22 7:17 32:6 41:14 Gross's [2] 55:15 83:23 83:25 84:3
fair [2] 50:15 50:25 30:24 31:6 42:6 41:21 79:23 79:24 55:18 84:8 84:13 85:4
fairly [1] 13:25 42:6 54:10 89:7 92:20 92:25 ground [1] 85:21 85:5 85:8 85:16
fall [1] 3:24 fixing [2] 15:6 93:7 35:20 85:23 85:23
frontal [1] guess [2]
falling [1] 16:16 18:3 80:13 40:2 history [1] 50:2
family [31 11:16 floor [3] 19:5 19:6 full [1] 37:9 guessing [1] 32:11 hold [1] 14:9
39:8 53:3 19:7 fully [1] 95:2 gun [1] 34:21 Holy [3] 70:8 85:7
far [41 10:6 46:22 Florence [39] 1 :1 fund [1] 56:5 guy [4] 47:10 47:11 85:9
57:25 63:21 1:19 3:2 5:18 funds [2] 8:3 47:14 89:24 home [SO] 8:19
far-field [1] 59:18 6:7 10:4 10:11 28:4 habit [2] 76:11 76:12 8:19 8:20 8:25
10:13 14:15 15:2 8:25 9:1 11:16
In Re" Estate of Florence E Robinson
CondenseIt TM
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Jan L. Bucher-Court Reporter (717)243-4447
exactly - home
Index Page 4
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In Re: Estate of Florence E. Robinson
CondenseIt TM
honest - Meadows
11:17 19:15 19:18 indeed [2] 69:16 82:8 82:12 82:20 LaFaver's [2] 74:21 loan [2] 17:13 42:4
26:2 27:13 27:14 74:16 82:22 83:2 87:23 82:15 lobster [S] 5:13
27:19 28:6 28:14 indicate [4] 7:19 88:2 88:12 88:15 laid [2] 72:21 72:21 37:15 37:16 53:21
30:9 31:16 31:19 30:14 49:8 58:17 90:22 90:25 91:2 landlord [1] 42:8 53:22
37:21 40:22 47:3 91:5 92:13 92:16
49:22 54:17 63:5 indicated [6] 7:12 92:22 93:3 93:6 last [9] 29:1 46:2 located [1] 80:13
63:7 64:20 66:11 23:16 32:8 33:20 93:10 93:14 93:20 46:3 48:16 63:10 lonely [3] 50:4
67:25 69:12 69:19 67:5 72:12 94:3 94:8 94:14 63:12 71:5 76:20 50:5 50:10
70:11 71:19 73:9 indicates [1] 4:4 June[l] 1:11 88:4 longer [1] 55:4
73:13 73:18 73:23 indicating [S] 22:23 Karl [2] 61:19 61:22 late [3] 1:2 3:3 Look [1] 16:21
74:1 75:11 79:18 25:14 36:16 82:19 43:1
79:18 80:25 84:15 88:14 Keating [1] 61:5 law [71 looked [7] 6:4
1:20 22:17 12:18 13:7 16:15
84:22 84:23 85:1 indication [1] 76:1 keep [4] 12:14 43:6 22:18 62:20 78:21 85:22 88:4 88:5
85:3 86:22 91:21 indifferent [1] 15:23 43:6 79:19 78:23 93:16 Lord [1] 90:5
91:21 inexpensively [1] keeps [4] 42:21 lawn [1] 12:9
honest [3] 30:23 43:3 43:4 43:6 lose [1] 82:23
13:25 lawyer [1] 28:12
51:2 54:4 information [3] 42:21 kept [3] 10:9 38:16 lawyer's [1] lots [8] 15:1 37:1
hope [1] 82:7 87:20 92:4 39:5 44:11 44:14
80:25 82:17 lawyers [3] 19:24 45:9 45:14 61:15
hoping [1] 35:12 inquire [11 86:7 kid [3] 35:9 52:14 20:9 49:10 love [2] 24:18
hospital [S] 58:21 34:10
70:8 . .. 91:5 lay [1] 72:25
73:21 81:6 81:13 mqwnes [1] kids [8] 17:15 17:16 loved [3] 11:23
84:18 instead [1] 92:8 18:6 18:12 27:21 least [7] 17:22 21:25 24:17 34:9
hospitals [1] 70:9 instruction [1] 70:2 36:24 37:2 50:5 23:22 24:11 76:17 lower[l] 37:19
hotel [1] 19:1 intend [1] 21:5 kill [4] 35:2 35:6 82:21 93:25 lowest [1] 37:17
hotels [1] intent [61 22:10 48:25 79:22 leave [2123:10 84:15 L TD [1] 31:23
57:8 Lebanon [3]
hour [2] 55:5 75:18 75:20 77:20 killed [1] 39:25 73:20 lying [1] 41 :23
55:5 77:21 87:8 kind [11] 14:2 84:6 84:18
hours [3] 22:24 27:2 led [2] Lynn [13] 42:14
intention [2] 22:6 28:4 31:18 38:1 9:25 17:25 42:15 43:2 43:6
63:21 75:2
house [27] 82:7 43:18 50:7 59:11 left [IS] 7:23 18:15 43:8 53:1 55:14
10:6 interest [21 78:17 59:13 81:7 84:17 18:18 18:20 25:5 55:15 55:17 55:18
11:4 12:3 13:24 78:19 knew [49] 5:22 27:10 36:14 36:22 55:22 56:4 59:24
13:24 16:22 16:23 interested [2] 5:24 11:9 11:10 37:2 45:1 45:3 M[2]
16:25 17:2 19:16 13:4 47:13 73:23 90:12 1:21 3:6
19:19 26:10 27:24 13:10 11:11 13:5 13:8 M&T [4] 8:18
15:4 18:14 18:15 92:16
35:5 35:15 36:14 interpretation [1] 25:7 27:12 35:8 legacy [1] 87:9 8:19 33:7 41:9
43:3 43:4 46:16 77:25 44:19 44:20 44:25 lega1[2] 61:6 makes [11 43:7
47:5 47:13 47:15 interrupt [1] 20:24 77:9
44:25 45:4 45:6 man [S] 82:16 90:9
53:11 54:8 54:12 intertwined [1] 55:19 45:9 45:17 45:18 legally [3] 60:24 90:20 90:21 90:22
55:2 68:24 61:12 77:6
hum [7] 6:21 intervened [1] 68:21 45:20 45:21 47:10 lesion [1] Management [2]
23:15 intervening [1] 75:5 50:9 52:6 52:8 80:12 5:10 46:25
26:5 28:22 33:25 52:10 56:20 56:20 less [1] 13:22
43:5 76:7 invite [1] 65:24 56:23 57:3 57:3 Lewisberry [1] 53:3 manager [4] 5:17
Humane [3] 65:12 Iron [1] 69:10 57:3 57:7 57:12 42:10 47:19 72:7
Lewistown [1] 53:2
65:19 90:13 irrational [1] 86:21 57:12 57:21 57:22 manages [2] 42:10
husband [S] 17:15 issue [3] 4:5 68:3 71:21 72:2 Library [1] 90:16 42:17
4:11
30:25 61:16 70:23 78:14 72:10 76:2 80:20 life [10] 11:13 11:23 Manorette [1] 53:2
76:21 itself [3] 65: 18 83:21 86:11 88:7 15:4 27:11 40:12 marital [1] 28:23
husband's [3] 75:10 knowing [2] 54:8 50:2 52:8 52:9 mark [1] 92:25
17:16 93:1 57:21 63:13
27:21 90:11 66:15 marked [2]
J an [2] 1:23 95:7 knowledge [3] lifetime [1] 62:17 2:14
idea [4] 24:13 39:25 47:4 92:23
75:1 75:18 January [3] 3:16 65:23 71:7 liked [161 6:5 marriage [1]
3:16 6:10 known [3] 10:15 11:5 13:20 61:20
IDENTIFIED [1] 5:21
Jeffries [1] 89:22 52:5 71:25 13:23 17:9 17:22 married [3] 28:24
2:14
Jersey [S] 17:16 knows [3] 23:20 35:15 37:18 28:25 29:1
III [S] 1:21 3:4 11:23 46:10 49:8 49:11 Maryland [2] 54:22
20:11 27:21 51:11 54:22 54:24
4:18 4:23 91:7 63:20 51:12 53:22 53:25 54:23
ill [1] 79:14 Jim [1] Krause [1] 65:15 line [2] 23:4 23:6 mass [3] 80:12 80:14
79:24
immediate [1] 81:2 job [1] L[2] 1:23 95:7 Linglestown [1] 80:15
important [3] 13:9 L.H [1] 53:2
4:2 John [41 2:4 3:9 84:16 masse [1] 4:16
21:9 72:2 60:11 60:16 labeled [1] 93:4 live [8] 4:24 4:25 matter [8] 51:18
Inc [1] 42:14 Johnson [S2] 1:10 lady [9] 10:8 14:20 26:24 27:18 27:24 67:22 70:21 70:22
incident [1] 79:13 1:12 3:1 3:17 23:21 27:10 43:15 51:14 62:9 62:12 71:3 82:12 82:15
incidents [1] 28:2 3:20 3:23 4:7 51:12 54:8 65:6 lived [11] 5:2 87:25
include [3] 4:14 21:4 22:4 90:2 10:5 10:7 17:1 matters [1] 4:1
33:20
33:24 34:1 23:10 51:19 51:21 Lafaver [iSl 1:18 17:16 27:21 38:12 may [7] 3:24 4:7
included [2] 52:2 53:10 53:15 2:4 3:9 21:2 49:7 50:8 54:10 4:10 15:12 21:16
40:16 53:19 55:8 60:5 49:3 49:9 49:13 62:10 53:11 67:9
76:3 60:7 66:24 67:2 60:8 60:11 60:16 lives [1] 63:19
mayor [1] 81:1
including [1] 70:20 69:23 75:22 78:3 69:24 75:11 78:4 living [2] 29:1 Meadows [16]
incur [1] 58:14 78:22 81:9 81:18 83:6 87:23 40:22
45:16 41:8 45:5 70:11
Jan L. Bucher-Court Reporter (717)243-4447
Index Page 5
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In Re: Estate of Florence E. Robinson
CondenseIt TM
mean - one
79:18 79:19 79:23 minute [3] 11:25 move [2] 12:6 12:1 13:24 16:22 23:3
80:2 84:13 84:24 46:1 90:5 12:12 17:16 20:11 27:21 objecting [2] 20:25
84:25 85:3 85:6 minutes [3] 22:23 moved [3] 11:16 29:8 30:14 35:19 72:19
85:8 85:9 91:21 54:10 75:2 19:17 91:20 51:11 63:20 90:15 objection [1] 77:17
mean [16] 13:23 misstating [1] 3:13 Mrs [12] 3:13 8:4 newspapers [1] 62:24 obliged [1] 21:12
18:18 21:19 21:19 modem [1] 38:6 13:4 23:16 30:17 next [7] 28:6 71:16 observations [1]
21:20 25:24 39:8 62:10 64:1 65:5 74:6 75:3 75:6
40:6 46:11 50:2 moment [2] 22:21 67:5 73:5 79:10 77:1 77:2 27:5
50:17 53:24 54:6 26:14 80:19 nice [1] 65:6 observe [1] 27:14
54:11 56:19 57:16 money [119] 8:3 Ms [52] 3:12 3:21 night [1] 36:14 obtain [1] 72:6
meanIng [2] 23:2] 8:13 13:16 13:17 20:24 21:7 21:18 obvious [2] 71:3
91:17 13:21 14:5 14:13 21:24 22:17 22:20 nine [1] 54:7 71:23
means [3] 19:22 14:17 14:19 15:1 22:25 23:4 23:10 non-legal [1] 77:7 obviously [3] 27:10
15:3 15:14 16:20
40:6 51:15 16:21 16:24 17:3 28:18 50:15 50:19 Nope [1] 17:4 31:12 83:22
meant [3] 49:14 17:5 17:6 17:6 50:24 51:25 55:12 nor [1] 80:24 occasion [6] 8:3
49:16 77:14 17:17 17:18 17:19 59:19 60:4 60:7 normal [1] 72:1 15:25 49:2 61:12
60:8 60:14 67:4
meat [12] 5:7 17:23 17:23 18:15 70:4 72:24 73:2 Norman [3] 1:21 65:24 73:5
5:10 10:4 10:10 18:18 19:11 19:12 75:7 75:24 77:11 3:6 43:25 occasIons [6] 13:14
14:11 14:12 14:13 19:13 19:23 19:25 77:13 77:20 77:24 Nos [1] 92:23 14:6 52:7 86:13
27:1 38:17 46:4 20:4 20:11 21:24 78:6 78:7 78:14 note [3] 20:25 86:16 87:4
46:17 46:25 23:21 23:23 24:20 86:1
78:16 79:5 81:10 occupation [1] 60:17
Mechanicsburg [5] 24:20 25:7 25:8 86:3
25:10 25:10 25:11 81:11 81:16 81:20 notes [1]95:2 occur [2] 8:6
8:20 19:15 26:4 81:22 82:13 82:25
35:18 35:20 25:12 27:11 27:12 nothing [7] 19:22 84:22
90:20 92:15 93:11 occurred [3]
Mechaniscburg [1] 28:3 28:3 37:1 93:12 93:18 93:24 20:12 48:12 51:15 74:10
32:1 41:9 43:18 43:20 94:6 94:11 63:1 63:2 82:14 84:23 85:15
medical [8] 43:22 44:2 45:11 Mt [2] notice [3] 40:11 October [7] 33:10
70:5 45:25 46:2 46:3 65:20 90:13 34:25 66:23 67:10
70:7 80:5 83:10 46:10 48:13 49:10 multiple [1] 15:13 78:25 91:13
noticed [1] 68:17 68:21 69:25
83:11 83:16 84:8 50:19 51:4 51:13 must [1] 22:11 40:13 off [15]
85:16 51:13 51:14 52:7 November [13] 6:20 18:16 20:12
meet [4] 30:25 31:10 52:12 52:13 52:14 N[I] 2:1 8:2 8:10 27:6 30:15 41:1 50:20
37:3 49:2 52:18 52:20 52:21 name [18] 4:22 34:13 40:22 70:10 51:19 51:20 56:25
52:21 53:1 53:6 32:4 32:6 32:23 73:3 73:6 80:7 57:5 57:24 83:2
meetings [1] 27:6 83:3 92:24 94:13
53:7 53:8 55:17 39:10 47:10 60:15 81:20 83:7 83:11
memoranda[2] 22:19 55:21 55:22 56:5 61:5 61:18 65:2 94:16
22:22 66:20 68:3 68:3 now [44] 3:23 6:7 Offer[5] 12:2 24:25
56:14 56:14 56:15 6:19 9:22 11:18
memorandum [6] 57:2 57:2 57:5 88:22 91:14 91:15 15:19 15:25 16:11 36:3 58:20 79:6
3:15 78:15 86:1 58:3 58:18 58:22 91:24 92:8 17:24 20:5 21:15 offered [12] 13:15
86:3 86:4 87:7 58:23 58:25 59:2 named [2] 6:16 23:7 23:8 23:13 13:16 13:17 14:5
memory [5] 8:12 59:5 59:6 59:8 6:23 25:1 25:25 26:20 15:1 28:3 36:4
27:7 27:9 27:15 59:9 59:11 59:13 names [1] 61:24 29:7 30:19 31:14 53:8 76:13 76:14
29:13 59:14 59:15 65:9 naturally [1] 14:11 32:8 32:10 33:19 76:14 79:2
mental [7] 26:12 65:10 65:19 66:16 40:21 42:5 42:8 office [8] 6:4
64:23 79:15 79:16 70:16 76:9 76:12 nature [3] 5:14 43:17 44:3 44:12 6:5 8:25 47:14
79:20 80:22 86:16 76:13 76:14 76:23 78:9 80:21 46:7 48:19 56:16 64:21 67:25 78:25
mentally [1] 67:22 77:15 79:7 87:1 Navy [1] 10:16 61:1 64:1 70:5 79:24
mention [1] 87:1 88:6 88:9 neat [2] 31:18 31:20 70:21 72:20 74:20 Officers' [5] 10:16
7:2 90:12
necessary [3] 24:15 76:4 76:23 83:14 35:18 35:19 66:2
mentioned [6] 26:19 moneys [3] 13:12 34:8 46:12 86:6 89:7 91:12 66:5
39:22 43:23 64:14 13:15 55:19 need [11] 3:14 nowhere [1] 69:1 OFFICES [1] 1:20
66:20 83:1 month [7]
11:18 15:2 15:2 19:13 number [9] 15:8 often [12] 10:17
met [15] 6:3 10:4 14:20 39:7 54:5 19:23 51:13 54:15 47:13 61:14 63:7 11:21 14:22 17:21
14:10 30:19 31:4 54:13 56:2 68:14 58:10 71:9 93:6 71:13 71:14 89:10 39:9 50:10
31:12 31:13 31:14 36:4
37:4 37:6 49:25 monthly [1] 72:1 94:8 91:25 92:19 54:2 63:12 63:17
53:8 60:22 60:23 months [14] 23:1 needed [5] 16:16 nursing [24] 11:17 64:20 68:2
64:6 38:18 48:11 48:14 72:16 76:4 76:23 19:15 26:2 27:13 old [6] 26:23 28:19
Mickey [1] 56:14 48:15 52:6 52:7 86:11 27:14 27:19 28:6 38:1 38:3 38:8
53:8 54:7 63:10 neighbor [2] 49:5 28:14 40:22 49:22 38:14
middle [1] 19:7 63:13 66:17 77:4 62:14 69:19 70:11 71:19 oldeT[4] 10:8 31:24
might [10] 12:19 86:11 neighbors [1] 10:13 73:9 73:]3 73:]7 36:7 50:8
]6:6 16:13 33:16 months' [2] 55:25 73:23 74:1 75:11
33:17 72:20 78:24 56:1 never [22] 12:22 79:17 79:18 84:23 once [17] 3:23
87:7 89:6 93:15 morning [1] 25:15 25:16 25:19 85:1 85:3 4:7 4:10 15:16
mild [1] 80:15 66:6 25:20 25:21 27:11 0[3] 27:25 35:8 40:13
mortgages [1] 48:9 31:1 31:12 37:4 10:20 11:2 52:16 54:5 54:5
miles [1] 31:24 39:13 46:3 46:9 12:1 54:6 54:8 54:12
Milton [1] 83:10 Most [1] 37:24 50:20 51:3 54:15 object [8] 21:5 58:16 63:18 84:11
mind [4] 33:22 mother [3] 14:23 58:21 62:25 70:25 21:12 21:12 59:17 84:11
86:4 14:23 36:8 72:17 74:20 81:8
87:6 93:18 70:25 76:14 76:21 one [42] 3:12 9:11
mine [2] 55:18 mother's [2] 26:25 neW[17] 1:2 3:3 82:11 12:13 12:22 13:14
55:21 61:8 objected [2]
4:25 10:5 10:6 22:2 14:8 14:10 14:14
Jan L. Bucher-Court Reporter (717)243-4447
Index Page 6
In Re: Estate of Florence E. Robinson
CondenseIt 1M
opinion - regard
.
20:7 24:16 31:24 particularly [2] 3:25 54:18 55:19 58:22 55:24 55:25 real [1] 37:1
32:15 34:7 35:19 88:6 86:25 products [2] 54:2 really [20] 5:25
35:20 35:21 36:14 parties [1] 22:6 places [1] 82:5 55:3 11:4 15:2 17:8
37:5 38:1 39:7 partner [2] 42:16 plaY[2] 39:19 39:21 professional [1] 17:10 17:17 17:18
44:21 47:11 47:20 21:19 24:12 30:23
52:20 PLEAS [1] 1:1 56:7
48:5 50:23 51:15 31:5 34:6 35:8
58:11 59:7 59:23 partnership [1] 5:15 plus [3] 19:5 19:6 profit [2] 14:11 49:20 49:20 50:23
63:23 70:23 74:23 party [2] 3:21 4:5 19:7 14:12 52:24 58:1 68:20
78:3 78:22 85:6 pass [1] 84:5 PNC [2] 33:2 42:3 proof [4] 3:18 92:11
85:9 87:3 91:4 passed [6] 11:22 pocket [1] 50:12 4:1 4:6 4:9 reason [13] 15:3
91:14 93:6 94:10 properties [7]
26:15 35:8 40:13 point [10] 14:8 42:8 34:4 34:6 34:15
94:11 68:4 84:9 42:11 42:17 48:1 51:7 51:8 70:25
14:10 24:16 34:7
opinion [1] 86:20 past [1] 81:2 35:4 39:22 47:11 48:3 48:8 59:7 71:1 74:4 79:17
opportunity [3] 75:8 pay [19] 19:1 20:1 59:24 61:11 75:5 property [6] 15:5 82:10 89:2 91:15
75:12 75:14 36:3 36:4 36:8 points [3] 10:11 18:1 18:23 18:24 rebuild [1] 13:9
orange [1] 37:17 36:17 41:1 50:19 13:11 15:1 29:7 30:13 recalled [2] 2:5
organized [2] 66:11 55:15 56:2 56:25 police [1] 69:17 proposed [1] 3:5 91:7
66:13 57:5 57:7 57:8 Pomfret [1] 1 :13 proprietorship [1] recalls [1] 77:23
original [1] 78:25 57:24 58:17 58:19 position [1] 5:15 receipt [2] 79:4
22:8
originally [2] 10:7 58:25 79:3 prove [2] 22:6 88:11
positive [2] 9:10
68:12 payee [1] 88:24 75:20 receipts [1] 43:7
30:21
Orlando [1] 18:8 paying [2] 30:15 possible [3] provide [1] 93:19 receive [2] 8:3
56:14 83:24 provided [1]
ORPHANS' [1] 85:11 85:15 82:16 51:13
1:2 payment [1] 23:17 possibly [1] proximity [1] 62:9 recent [1] 26:8
81:23
ouchy [1] 70:2 Peanut [2] 65:3 psych [1] 40:3 recently [2]
65:4 post [1] 55:23 24:7
ought [1] 82:20 Pennsylvania [3] post-dated [2] 56:3 public [2] 29:11 26:6
out-of-town [3] 47:12 95:8 recollect [1] 3]:3
] :] 1:13 5:1 56:3
47:18 47:20 people [20] power [10] 19:25 pulled [1] 48:12 recollection [S] 64:]8
12:9
outfit [1] 90:23 23:21 32:23 36:4 20:10 70:16 70:21 pump [2] 90:9 68:16 69:2 76:22
over-financed [1] 36:7 38:17 39:3 70:24 71:6 74:7 90:9 78:5
30:13 39:5 39:6 39:6 82:2 82:4 87:18 purchase [S] 29:15 record [11] 3:11
owed [6] 18:20 18:22 39:9 47:20 55:24 precipitated [1] 16:11 30:1 30:9 30:11 20:25 29:11 51:19
44:]6 48:12 53:1 62:3 68:2 70:15 prenuptial [1] 61:15 32:18 51:20 60:15 83:2
78:19 79:20 86:7 90:10 purchased [3] 29:12 83:3 92:24 94:13
91:18 prepare [1] 68:6 29:16 44:19 94:16
own [8] 20:15 27:23
47:24 47:24 47:25 percent [2] 30:8 prepared [1] 68:20 put [20] 3:10 12:6 records [3] 43:3
48:6 48:7 48:7 30:10 presence [1] 8:21 15:5 18:3 24:12 43:4 71:4
owns [1] 53:3 perhaps [1] 16:7 present [3] 3:7 24:14 24:19 28:7 RECROSS [1] 2:2
P.C [1] 1:20 period [8] 27:6 9:5 9:13 30:11 32:23 34:7 redid [3] 13:7 13:7
presents [1] 39:2 37:23 44:20 44:21 14:1
page [2] 7:16 7:16 33:21 64:23 64:24 51:2 52:21 76:15
paid [16] 7:8 7:12 68:18 70:9 87:5 president [1] 81:2 84:15 87:17 92:8 REDIRECT [2] 2:2
93:20 president's [1] 91:24 59:21
15:9 17:13 18:1 putting [1] 52:20
18:3 18:16 18:25 person [7] 4:8 presidents' [1] 81:2 reduce [2] 77:2
35:24 36:1 36:1 26:16 26:21 26:22 pressing [1] questions [12] 15:12 79:1
40:8 25:25 52:1 55:10
45:1 45:2 58:6 31:18 37:1 86:25 reducing [1] 87:9
pretty [10] 12:4 59:23 60:3 79:9
58:16 79:7 person's [1] 75:4 12:21 23:4 26:8 83:6 87:3 87:22 refer [1] 26:20
paper [1] 47:13 personal [10] 8:16 26:8 40:20 43:8 91:4 92:12 referred [2] 83:12
papers [2] 66:11 9:17 9:19 52:8 47:22 59:18 71:3 quite [10] 10:10 84:21
74:6 57:4 57:12 57:17 preVIOUS [2] 70:23 10:17 30:11 36:4 referring [3] 7:16
57:22 66:10 80:25
paperwork [1] 66:19 personally [2] 90:11 37:9 37:14 39:9 24:5 85:12
paragraph [2] 6:22 37:20 previously [3] 4:19 48:20 85:18 85:19 refi [1] 29:14
37:23
6:24 petition [1] 43:24 60:12 rack [1] 56:14 refinance [2] 29:18
Pardon [1] 59:12 3:21 price [3] 30: 1 30:9 raise [2] 4:15 78:14 29:20
parenchyma [1] 80:16 Philadelphia [1] 30:11 raised [2] 70:15 refinanced [2] 48:11
47:12
parents [10] 10:7 phone [7] priced [1] 37:17 76:10 48:12
26:24 27:3 50:8 34:24 private [2] 15:4 rapidly [1] 64:24 reflected [1] 29:21
54:19 54:20 54:25
59:11 59:13 59:14 68:25 91:23 91:24 56:6 rate [1] 78:17 refresh [1] 29:13
61:3 61:6 61:7 photocopy [1] probate [1] 6:12 rather [1] 85:25 refreshing [1] 8:11
72:1
parol [6] 22:6 22:8 physical [6] problem [S] 3:17 re [2] 1: 1 3:2 refrigerator/freezer
22:11 22:12 22:14 26:12 12:4 14:25 17:10
75:19 63:1 63:2 79:20 reaction [1] 15:19 [1] 38:5
94:3
part [4] 7:8 53:4 84:17 86:16 problems [1] reactivates [1] 75:10 refused [3] 15:16
physically [1] 87:12 15:20 79:4
55:22 77:16 67:21 proceedings [4] 1:8 reading [1] 3:14
partial [1] 77:3 Pierson [3] 61:25 ready [6] 15:9 regard [10] 6:13
63:15 68:22 6:12 95:1 95:3 8:24 16:7 25:3
particular [3] 4:4 product [6] 5:12 18:5 18:13 19:4 27:4 55:13 78:17
15:25 18:7 place [9] 1 :12 3:1 38:9 53:20 55:2 45:4 86:10 79:9 87:7 87:8
12:14 17:19 18:7
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Jan L. Bucher-Court Reporter (717)243-4447
Index Page 7
In Re: Estate of Florence E. Robinson
CondenseIt TM
regarding - stuff
.
regarding [1] 70:]5 road [4] 12:18 41:12 10:9 10:10 14:10 65:19 90:13 staying [2] 8:20
register [10] 2:16 79:24 84:16 38:17 43:14 46:17 soda [1] 55:7 69:21
2:17 71:14 74:17 Robinson [22] 1 :1 53:11 54:6 54:13 sold [6] 6:5 10:4 steak [1] 5:13
78:12 89:1 91:11 1:19 3:3 5:19 selling [2] 12:23 14:12 26:25 38:23 steal [1] 87:1
92:21 93:2 93:7 6:7 8:4 10:4 38:16 46:4 step [2] 77:1 77:2
regular [1] 62:17 13:4 23:16 25:3 semantics [1] 58:16 sole [1] 5:15 step-grandchildren [1]
reiterated [1] 24:3 26:20 30:17 50:1 sending [1] 69:18 someplace [1]
56:20 60:19 61:19 41:5 65:9
relation [1] 91:5 62:10 64:1 65:5 sense [2] 43:13 sometimes [7] 11:1 stepchildren [1]
relationship [1] 76:19 67:5 73:5 80:19 65:8 11:6 11:7 23:1 36:11
relative [1] 69:20 Robinson's [2] 3:13 sensed [1] 89:4 37:24 56:3 63:16 stepdaughter [8]
relevant [1] 92:15 79:10 sent [2] 43:7 51:10 somewhere [3] 28:7 36:25 37:3 37:4
remember [10] 6:9 rock [1] 53:22 September [2] 29:12 30:6 84:22 62:7 63:15 68:23
16:13 36:9 43:15 RONALD [1] 1:10 68:17 soon[s] 17:5 18:16 68:24 69:19
64:14 64:17 65:12 room [1] 92:17 sequence [1] 30:4 49:22 56:24 58:2 stepdaughter's [1]
65:15 65:17 72:8 roughly [3] service [1] 12:10 sorry [3] 42:7 51:12 71:7
remembered [2] 30:2 53:18 stick [1] 86:24
32:9 40:17 set [1] 11:6
62:4 91:24 roughy [1] 37:18 settle [3] 16:23 sort [4] 30:4 30:8 still [12] 22:11 27:16
rent [4] 19:4 42:19 rule [1] 16:24 17:5 50:16 93:20 33:18 38:16 38:23
43:7 52:19 21:11 South [2] 48:7 40:20 53:16 54:24
run [1] 43:14 Settled [1] 61:8 53:22 82:7 87:20 88:7
rent-a-cars [1] 19:2 sad [1] settling [2] 16:22 91:24
rented [1] 15:23 southern [1] 54:22
56:24 52:11 stock [2]
sale [1] 13:6 SPCA [4] 12:17 45:12
rents [4] 19:4 43:7 several [5] 40:4 45:13
sales [1] 5:17 14:20 23:22 35:11
52:25 56:24 73:25 76:20 84:16 stocks [3] 45:8
reparrs [3] 44:20 salesman [7] 6:3 86:14 speak [2] 29:3 45:9 88:10
44:21 44:23 11:11 11:12 38:19 severe [1] 79:20 75:13 Stone [56]
47:2 47:5 47:22 speaking [3] 32:10 1:18
repayment [1] 23:17 share [1] 7:20 1:19 3:8 3:12
repeat [2] 57:20 Samaritan [3] 73:21 sharp [1] 39:4 64:1 3:21 20:24 21:7
84:6 84:18 27:17 speaks [2]
78:4 65:18 21:18 21:24 22:17
sat [1] 80:18 Sheaffer [1] 90:1 75:18 22:20 22:25 23:4
report [3] 80:22
83:10 83:16 saved [1] 27:11 Shedlosky [1] 90:24 specific [6] 4:11 23:10 28:18 50:15
reported [1] 80:11 saVIngs [2] 42:4 SHEKLETSKl [1] 13:18 22:9 29:9 50:19 50:24 51:25
46:3 1:18 34:5 67:23 55:12 59:19 60:4
Reporter-Notary [2] saw [IS] 11 :21 13:16 shock [1] 72:13 specifically [4] 23:7 60:7 60:8 60:14
1:24 95:8 67:4 70:4 72:24
13:24 16:18 63:12 shocked [1] 86:5 25:13 25:19 25:20
represent [2] 30:8 73:25 74:2 74:16 shoot [1] specifics [2] 4:10 73:2 75:7 75:24
30:10 34:21 77:11 77:13 77:20
76:1 84:13 86:13 Shovel [1] 62:24 5:25 77:24 78:6 78:7
request [1] 12:13 87:4 88:11 88:13 spend [2]
showed [1] 29:11 13:22 78:14 78:16 78:25
res [18] 21:9 21:10 88:19 27:22 79:5 81:10 81:11
21:17 21:18 22:1 saws [1] 44:22 shrimp [3] 5:13 Spirit [3] 70:8 81:16 81:20 81:22
22:13 22:16 22:18 37:16 53:25
22:20 22:23 23:9 says [5] 7:18 7:21 sides [1] 22:7 85:7 85:9 82:13 82:25 90:20
72:18 72:20 74:24 41:21 41:22 46:6 spoke [1] 69:11 92:15 93:11 93:12
75:1 75:1 75:5 seafood [15] 5:7 siding [1] 32:6 spoken [1] 70:12 93:18 93:24 94:6
75:10 10:5 10:10 14:11 sign [3] 68:5 74:6 94:11
14:12 14:13 27:1 89:19 spong [1] 64:18 stood [1] 41:21
residential [1] 46:23 37:8 37:10 37:14 signature [1] stand [1] 60:8
89:12 stop [4] 20:2 64:21
residue [1] 7:23 38:17 43:14 46:5 standing [2] 57:24
signed [5] 67:23 65:1 74:13
respond [1] 75:7 46:17 55:1 67:25 70:1 70:22 58:2 stopped [2] 20:3
rest [2] 36:2 60:5 second [2] 68:1 70:23 started [4] 49:18 54:8
result [2] 57:16 79:18 simply [1] 38:2 54:22 67:9 69:18 stops [1] 22:20
81:3 security [3] 19:5 sit [3] 42:25 55:6 state [17] 4:22 store [1] 12:15
returned [1] 19:6 19:8 13:6 15:5 16:14
92:16 82:6 story [3] 9:2 9:4
reviewed [1] see [30] 7:17 12:11 18:1 18:23 19:4
66:7 situation [4] 22:9 33:22 44:19 47:25 36:15
14:16 17:20 17:22
revolved [1] 27:20 24:17 26:9 27:3 27:18 27:20 86:17 48:7 48:10 48:11 straight [2] 85:4
Richard [1] 90:8 34:10 35:16 47:16 SIX [3] 13:8 48:10 52:19 54:21 56:23 85:5
rid [2] 25:10 25:12 50:9 54:5 54:6 48:15 60:15 strangers [1] 65:10
right [34] 4:15 54:24 62:17 69:7 slip [1] 47:13 statement [7] 29:23 street [19] 1:13
11:19 12:11 12:12 70:16 70:19 73:5 sloppy [1] 31:18 29:25 31:7 31:9 8:25 13:6 15:5
15:11 21:15 28:16 73:23 82:21 84:7 smart [1] 27:10 34:16 72:2 92:11 16:14 18:1 18:23
32:5 40:15 41:9 87:20 88:2 88:5 statements [2] 49:15 19:4 44:19 47:25
41:10 41:12 41:15 88:8 88:12 92:2 social [2] 39:21 49:17 48:6 48:6 48:7
41:22 41:24 49:18 92:6 39:23 station [1] 48:7 48:10 48:11
90:8
51:18 57:15 60:2 seeIng [1] 64:20 socialize [1] 63:3 49:7 52:19 54:12
60:7 69:13 74:4 socialized [2] 10:18 status [1] 28:23 Street's [1]
seem [7] 29:23 31:7 56:24
74:9 80:9 80:13 43:20 66:15 67:19 10:20 stay [1] 58:12 strike [1]
50:4
83:21 88:4 88:13 76:9 85:25 socializing [1] 12:1 stayed [2] 55:4
88:16 88:23 88:25 sell [11] 5:12 5:13 Society [3] 65:13 84:19 stuff [14] 6:6
90:17 93:9 94:2 11:14 12:5 12:10
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Jan L. Bucher-Court Reporter (717)243-4447
Index Page 8
19:19 37:15 37:16 83:19 85:14 track [1] 42:21 unhappy [4] 27:18 WIn [1] 51:6
38:11 39:23 40:5 tests [1] 68:5 trainer [3] 47:12 40:14 46:13 87:17 within [11]
50:7 50:7 52:25 Thank [2] 47:19 units [4] 13:3 21:9
61:15 60:4 47:20 42:6 21:10 21:13 21:17
subject [2] 87:22 transaction [1] 74:10 42:6 42:7 22:1 22:13 22:15
39:16 Thanks [1] 30:17 transactions [1] unless [1] 75:3 48:16 75:15 77:4
75:23
subsequent [4] themselves [1] 53:25 28:10 unnecessary [1] 95:3
8:1 without [3]
73:19 87:5 90:11 thereafter [1] 71:8 transcript [S] 1:8 25:9 51:14
subsides [1] therefore [2] 94:9 94:12 94:15 unsuccessful [1] 82:2 88:9
75:10 22:2 95:4 72:4 witness [23] 4:18
such[1] 86:17 68:5
they've [1] transfer [1] 88:8 up [29] 9:25 11:6 52:5 53:14 53:16
Sue [3] 61:25 63:15 90:14 53:18 60:11 67:1
transferred [1] 11:16 11:17 12:5
68:22 thinking [2] 30:6 8:13 67:3 68:1 69:25
12:9 14:18 14:18
suicide [4] 34:25 81:5 transport [1] 73:12 15:6 17:25 19:8 72:18 75:9 77:19
49:18 69:16 84:14 thought [6] 12:20 transported [2] 73: 17 23:10 25:8 37:7 78:23 81:21 82:20
summation [2] 93:13 13:21 14:2 46:1 80:4 40:2 41:5 49:7 82:23 88:1 . 88:4
93:15 69:4 86:16 trash [2] 12:6 54:9 56:14 60:25 61:13 88:13 90:21 90:23
Sundays [1] thoughts [1] 51:1 travel [1] 54:21 63:23 63:24 66:17 91:1
13:9
surprised [1] thousand [1] 19:3 tree [1] 12:10 74:4 74:6 74:9 Witnesses [2] 2:2
71:18 74:13 78:15 91:12 4:16
surrounding [1] 80:16 threatening [1] 35:6 tried [7] 34:21 34:25 upset [3] woman [1] 21:19
three [11] 5:5 35:1 46:17 52:7 28:12
surroundings [1] 5:25 22:14 38:18 79:22 86:22 87:15 89:4 27:1 47:9 50:4
80:21 used [4] 39:23 51:10 65:5 66:11
surviving [1] 52:6 52:6 53:8 triggered [1] 55:13 46:16 wonder [1]
62:3 55:25 56:1 62:3 Trindle [1] 70:25 82:5 68:2
suspicions [1] 70:15 63:10 63:13 63:21 41:11 usually [1] 54:24 wondered [1] 67:22
suspicious [1] 70:20 70:6 77:4 93:5 trouble [4] 28:15 utterance [2] 21:20 word [1] 50:17
79:14 82:24 92:4
swayed [1] 82:14 93:9 75:2 words [3] 22:14
true [13] 33:3 33:8
sworn [S] 4:13 three-and-a-half-hour 33:10 35:2 37:12 various [1] 14:6 77:23 77:25
4:16 4:19 60:9 [1] 63:22 38:10 38:22 40:17 vehicle [1] 9:11 worked [4] 13:8
60:12 through [3] 36:16 57:25 79:15 82:18 verbatim [1] 21:7 13:11 13:20 47:21
system [1] 10:3 86:22 86:24 87:17 89:21 visit [1] 87:24 works [3] 43:11
table [1] 44:22 throw [1] 79:23 trusted [1] 49:9 visited [3] 43:11 90:23
tables [1] times [33] 8:12 truth [2] 50:22 81:12 W orId [6] 44:3
20:7 70:21 81:16 86:21
tails [3] 37:15 11:7 12:16 15:13 try [3] 11:5 wait [4] 15:10 44:7 44:10 56:14
37:16 24:2 28:8 32:3 46:17 19:10 57:23 57:24
53:21 35:5 35:7 35:10 59:3 52:12 56:16
taking [S] 8:7 35:16 35:25 36:1 trying [6] 49:11 waiting [S] 16:24 worry [1] 17:4
14:13 17:8 46:6 39:1 40:4 44:7 49:12 57:19 87:1 18:25 19:3 52:18 worth [2] 55:25
70:16 44:11 44:13 44:14 87:3 88:9 59:5 56:1
tax [2] 13:6 29:11 45:10 48:23 52:9 tumor [1] 40:8 walk [4] 31:15 41:13 write [10] 8:21
taxes [1] 89:24 52:17 61:14 64:21 turn [2] 56:13 63:24 86:22 86:24 9:5 20:15 32:24
teller [S] 41 :14 73:25 74:1 76:16 turned [1] walks [1] 32:24 45:19 56:2
41:20 76:17 84:12 84:14 68:22 62:24 68:19 75:21 81:7
41:22 41:23 72:7 84:16 86:14 Twenty [2] 94:4 wanting [1] 87:20 writes [2] 41:14
telling [2] 16:17 tip [1] 46:18 94:11 ward [1] 40:3 43:15
57:20 tips [1] 46:19 Twenty-one [1] 42:7 ways [1] 33:5 writing [6] 10:1
temporal [1] 80:21 today [6] 42:25 two [30] 5:5 5:25 wealth [2] 45:15 74:13 86:18 87:7
temporarily [1] 80:4 51:7 54:24 57:21 9:12 10:25 21:25 45:17 89:10 89:11
ten [S] 31:4 58:7 71:19 75:21 22:14 28:6 32:9 WednesdaY[1] 1:11 written [26] 8:24
58:10 76:16 76:17 together [1] 41:14 32:15 33:10 34:18 week [1] 11:5 20:6 22:21 23:5
ten-minute [1] 35:1 37:2 41:1 13:8 23:14 25:1 32:12
51:21 tongue [1] 86:25 54:5 54:6 54:9
59:23 62:11 65:9 63:18 32:19 32:21 33:1
tenants [1] 42:25 too [8] 11:1 13:11 69:25 70:6 70:12 86:23 33:4 66:21
68:10
tend [2] 11:12 89:11 13:20 35:16 38:11 74:23 75:6 80:9 weeks [S] 8:7 70:13 72:23 74:3
term [3] 77:6 77:7 53:5 54:14 83:1 80:17 81:6 87:3 22:15 22:25 33:11 74:24 75:13 78:9
77:9 took [20] 12:15 12:16 91:4 93:7 93:25 94:1 80:2 80:10 80:18
test [2] 80:19 81:3 12:17 16:17 17:11 93:25 Well-organized [1] 83:7 83:16 88:17
testator [2] 28:6 34:21 35:11 type [S] 8:16 22:9 66:14 91:22
22:11 41:19 44:2 51:3 37:16 38:3 38:8 West [1] 1:13
75:19 wrong [3] 3:15
testified [2] 51:9 51:10 52:16 typically [1] 10:23 Whoever's [1] 4:14 41:4 48:17
4:19 64:15 69:7 71:20 Uber [1] 90:8 whole [11]
60:12 73:15 87:25 88:3 13:7 wrote [21] 9:6
testifies [2] 21:2 ultimate [1] 77:18 14:1 27:20 36:15 9:13 11:20 11:21
41:20 top [1] 19:6 uncertain [1] 85:22 50:2 51 :1 51:1 14:14 15:16 20:5
testify [2] tore [2] 14:18 14:18 uncomfortable [1] 51:2 51:8 53:3 20:18 24:3 33:6
4:15 tota1[2] 11:8 29:20 75:1 33 :11 33:22 34:19
77:22 44:1 35:1 40:15
totally [1] 18:25 wife [6] 10:25 18:6 40:25
testifying [1] 77:20 towards [4] Under [1] 78:21 18:12 29:2 46:15 41:21 61:14 61:14
testimony [9] 21:1 34:24 understand [S] 41:11 68:1 71:5 71:7 72:12
36:16 71:19 72:23 39:24 40:6 40:12 55:20 56:22 74:21 wife's [1] 73:10 75:16 89:5
74:21 75:23 83:12 Township [1] 35:22 78:24 68:3 89:14 91:16
wills [2] 61:14 90:11 X[1] 2:1
In Re: Estate of Florence E. Robinson
CondenseIt 1M
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.
.
Jan L. Bucher-Court Reporter (717)243-4447
subject - X
Index Page 9
yard [3] 90:20 90:21
90:22
year [26] 6:20 8:2
8:10 11:18 16:8
18:11 24:11 27:7
29:1 29:17 30:7
44:4 48:16 48:17
54:7 59:5 64:19
66:23 67:2 67:3
67:11 67:11 68:21
78:22 83:7 86:8
years [19] 5:3
5:5 5:22 5:25
6:1 21:25 23:1
29:2 30:22 30:24
31:4 31:6 32:10
38:14 62:13 76:18
76:20 89:25 90:3
Yellow [1] 69:11
yet [2] 38:1 43:15
Y offe [S6] 1:20
1:20 1:21 3:6
3:19 3:22 3:25
4:13 4:21 21:5
21:8 21:22 22:8
22:18 22:22 23:2
23:7 23:12 28:16
50:14 50:15 50:16
51:5 53 :17 55:8
55:10 59:17 59:22
60:2 60:6 72:17
72:19 73:1 74:20
75:23 77:9 77:17
77:22 77:25 81:8
81:15 82:11 83:5
87:22 91:3 91:4
91:9 92:12 92:18
92:25 93:5 93:9
93:19 93:23 94:2
94:5
yourself [1] 62:14
[sic] [1] 47:24
In Re: Estate of Florence E. Robinson
CondenseIt TM
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.
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Jan L. Bucher-Court Reporter (717)243-4447
yard - [sic]
Index Page 10
IN RE: ESTATE OF FLORENCE E.
ROBINSON, LATE OF THE BOROUGH
OF NEW CUMBERLAND
CUMBERLAND COUNTY, PA
Deceased
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO: 21-01-0111
~ ORDEROFCOURT
AND NOW, thi~ day of June 2003 upon consideration of the attached Petition it is
hereby ORDERED AND DECREED that the appointment of Ronald E. Johnson, Esquire, as Auditor
in the above captioned estate, is herewith extended to October 6, 2003.
BY THE COURT,
cc:
Norman M. Y offe, Esquire
214 Senate Avenue, Suite 203
Camp Hill, PA 17011
David H. Stone, Esquire
1414 Bridge Street
New Cumberland, P A 17070
~.-..., r'
;......J ':~ ,~
d
VJ
'--.
2
N
V.J
-:::J
..."::>.
IN RE: ESTATE OF FLORENCE E.
ROBINSON, LATE OF THE BOROUGH
OF NEW CUMBERLAND
CUMBERLAND COUNTY, P A
Deceased
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO: 21-01-0111
PETITION FOR EXTENSION OF TIME
WITHIN WHICH TO FILE AUDITOR'S REPORT
AND NOW, comes your Petitioner, Ronald E. Johnson, Esquire, who respectfully represents
as follows:
1. That by Order of Court dated April 7, 2003 the Petitioner was appointed as an Auditor
to pass upon objections filed in the above captioned estate.
2. That immediately upon his appointment your Petitioner scheduled a prehearing
conference
with the attorneys of record in this proceeding said conference having been held on May 8, 2003.
3. That at said conference a hearing date was established for Wednesday, June 18,2003 at
9:30 a.m. in the office of your Petitioner.
4. That said hearing was held on June 18, 2003 after which your Petitioner requested the
attorneys of record to prepare and file Proposed Findings of Fact and Conclusions of Law within 20
days of the filing of the transcript of said hearing.
5. That PA. O.C. Rule 8.2 requires the Auditor to file his report within 90 days after his
appointment which would be July 6,2003.
6. That under the circumstances set forth above it will be impossible for your Petitioner to
comply with said Rule.
-
WHEREFORE, your Petitioner respectfully requests your Honorable Court to enter an Order
extending the appointment of the Auditor and the time period within which the report must be filed
to October 6, 2003.
Respectfully submitted,
RaId E. Johnson, s
ditor
8 West Pomfret Str
Carlisle, PA 17013
(717) 243-0123
IN RE: ESTATE OF FLORENCE E.
ROBINSON, LATE OF THE BOROUGH
OF NEW CUMBERLAND
CUMBERLAND COUNTY, PA
Deceased
.
G
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO: 21-01-0111
~ ORDER OF COURT
AND NOW this III day of October 2003 after due consideration of the Report and
Recommendation of the Auditor, and no objections having been filed thereto, it is hereby
ORDERED that the First and Final Account and Proposed Distribution in the Estate of Florence E.
Robinson, Late of the Borough of New Cumberland, Cumberland County, Pennsylvania be restated
to include a specific bequest and distribution to Henry Earl Ferguson, III, in the amount of
$15,000.00 plus interest in the amount of 5% per annum from and after one year from the decedent's
death and until paid. It is further ORDERED that the costs of the Audit as set forth in the Report and
Recommendation are to be paid by the estate.
TO:
Norman M. Yoffe, Esquire
214 Senate Avenue, Suite 203
Camp Hill, P A 17011
Elizabeth Stone, Esquire
1414 Bridge Street
New Cumberland, P A 17070
Ronald E. Johnson, Esquire
78 West Pomfret Street
Carlisle, P A 17013
~ '. .-
.
IN RE: ESTATE OF FLORENCE E.
ROBINSON, LATE OF THE BOROUGH
OF NEW CUMBERLAND
CUMBERLAND COUNTY, P A
Deceased
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO: 21-01-0111
AUDITOR'S REPORT AND RECOMMENDATION
TO THE HONORABLE THE JUDGES OF SAID COURT:
The undersigned Auditor, appointed by Your Honorable Court, to take testimony in the above
captioned case and report thereon, respectfully reports as follows:
The First and Final Account and Proposed Distribution of John F. LaFaver, Executor of the
Estate of Florence E. Robinson, deceased was filed on October 25, 2002, and in pertinent part
proposed to distribute the sum of $8,300 to Earl Ferguson which was a proposed distribution of
$6,700 less than the $15,000 bequest to Earl Ferguson as provided for in a Codicil executed by the
decedent on November 2,2000.
On November 13,2002 Henry Earl Ferguson, III (Earl Ferguson) filed Exceptions to the
Account and Proposed Distribution objecting to the deduction ofthe sum of$6, 700 from the amount
of the bequest provided for in the Codicil previously referred to.
By Order of Court dated April 7, 2003 Your Honorable Court appointed the undersigned as
Auditor to take testimony on this dispute and report thereon. A prehearing conference was held on
Thursday, May 8, 2003 and 9:30 a.m. and a hearing was scheduled for June 18, 2003 at 9:30 a.m. at
the Auditor's office at 78 West Pomfret Street, Carlisle, Pennsylvania. Written notice ofthe hearing
was given to counsel for the respective parties and was posted on the bulletin board in the Office of
the Register of Wills of Cumberland County Pennsylvania all at least 10 days in advance of the
hearing.
At the Auditors hearing, John F. LaFaver, Esquire, the Executor of decedent's estate appeared
together with his counsel Elizabeth B. Stone, Esquire and Henry Earl Ferguson III appeared together
with his counsel Norman M. Yoffe, Esquire. The evidence consists of the testimony of Henry Earl
Ferguson III (hereinafter sometimes referred to as Earl Ferguson) and John F. LaFaver, Esquire and
the several documents offered by both parties, all of which constitute the record in this matter.
Following the hearing and the production of the transcript both parties submitted briefs in
support oftheir respective positions. Based upon careful consideration ofthe record and the briefs,
the Auditor reports as follows:
FINDINGS OF FACT
1. Florence E. Robinson died testate on January 12,2001 at the age of 86.
2. Bya Will dated December 8, 1998 the decedent made four specific $5,000 bequests to
friends who had helped her during her lifetime and two charitable bequests in the amount of$l 0,000
each. By a Codicil dated November 2, 2000 the decedent made a specific bequest of the sum of
$15,000 to "her friend" Earl Ferguson and an additional charitable bequest in the amount of$5,000.
3. At the time of the execution of the Codicil by the decedent, her attorney John F.
LaFaver, Esquire was satisfied that the decedent was competent to execute the Codicil.
4. Earl Ferguson and the decedent had been friends for anywhere from two to five years
prior to the decedent's death.
5. Earl Ferguson first meet the decedent as a result of his occupation as the manager of a
business that sold meat and seafood when the decedent became a good customer of his.
6. Over time Earl Ferguson and the decedent became close friends socializing together
sometimes, occupied by Earl's wife and children. In addition Earl Ferguson performed some
household chores for the decedent and also drove her to various appointments and the store.
7. During this time period the decedent became well acquainted with Earl including his
business of investing in rental properties and many other aspects of his personal life. The decedent
enjoyed Earl Ferguson's company, attention and assistance.
8. The decedent had become despondent since the death of her little dog, Peanut, in the
Spring of2000; her health was deteriorating and in fact she attempted to commit suicide on at least
two occasions prior to her death.
9. Prior to the execution of the Codicil by the decedent, the decedent frequently offered Earl
Ferguson money gifts for personal use or for use related to his investment real estate which he
usually refused.
10. On two occasions prior to the Codicil being executed by the decedent, the decedent did
gIve Earl Ferguson money gifts, one of which was in the amount of $9,000 and occurred
approximately one year prior to the decedent's death.
11. Subsequent to the execution ofthe Codicil on November 2, 2000 the decedent gave Earl
Ferguson a check for $6,700 dated November 28,2000.
12. The check referred to above was written in the presence of Earl Ferguson at an M & T
Bank but was totally in the handwriting of the decedent.
13. The decedent gave Earl Ferguson this check so that he could clear a balance on a credit
card in that approximate amount and could take his family to Disney World.
14. Earl Ferguson anticipated receiving shortly other funds in order to cover much of the
balance on the credit card referred to above and protested that he did not need the money from the
decedent, but the decedent wanted him to have the money and therefore he accepted it.
15. At the time of the $6,700 gift Earl Ferguson was aware that he had been named a
beneficiary under the decedent's Will but not aware of the amount of the bequest.
16. At the time of the $6,700 gift there was no mention to Earl Ferguson that it was either a
loan nor advancement on the bequest provided to him under the Codicil.
17. Although the decedent entered the amount of the check in her checkbook she did not
enter the name of the payee as she did not want to have to explain to others the reason for making
this gift.
18. On November 29 2002, John F. LaFaver, Esquire who was also the decedent's attorney-
in-fact under a Power of Attorney executed many years prior thereto saw the entry in the decedent's
checkbook for the $6,700 check, learned that it had been written to Earl Ferguson and demanded an
explanation as to why she would write such a check to Earl Ferguson. According to the testimony of
Attorney LaFaver the decedent responded that he (Ferguson) said that he needed it now.
19. Prior to the execution of the check for $6,700 the decedent had been placed in a nursing
home and thereafter subsequently transferred to various hospitals and another nursing home. The
decedent continued to be in touch with Earl Ferguson by telephone but did not want him to come see
her at the nursing home despite his offers to do so because she was afraid he might get into trouble as
a result of the check she had written him.
20.
$900,000.
When the decedent died on January 12,2001 her gross probate estate exceeded
DISCUSSION
The central issue in this case is whether the $6,700 check the decedent gave Earl Ferguson
dated November 28,2000 was intended to be a pro tanto credit, partial prepayment or advancement
against the $15,000 bequest provided for in the Codicil dated November 2,2000. It is the intention
of the decedent at the time that she made the gift that must be determined and that is a question of
fact. In a situation like this it can only be shown by parol evidence which is admissible for the
purpose of determining the intention ofthe decedent at the time of the gift. Lemlv Estate. 4D&C 3rd
229 (1978).
While the estate would attempt to paint Earl Ferguson as a mere "fish salesman" who sold the
decedent far more seafood than she could ever use, he was in fact much more than that. Although
Earl Ferguson first met the decedent as a result of his occupation and sold her seafood on numerous
occasions over time he became much more a friend than he was a "fish salesman". The decedent
was a somewhat lonely individual who had no children of her own and whose only stepdaughter
lived in New Jersey and not as available as she might otherwise like. Earl Ferguson lived relatively
close to the decedent in New Cumberland, Pennsylvania and was able to spend far more time with
her than her stepdaughter and step-grandchildren were able to do. From the testimony elicited at the
hearing held on this matter it appeared that she likely ordered fish products from Mr. Ferguson not so
much because she needed the fish product, but because she enjoyed his company and that was an
excellent excuse to get him to come to her home.
The decedent and Earl Ferguson socialized together frequently and the decedent knew much
about Earl Ferguson's personal life and also his investments in rental real estate. Mr. Ferguson did
chores for the decedent around her home, occasionally drove her to appointments and otherwise
simply spent time with her thus reducing the decedent's loneliness.
In her Will dated December 8, 1998 the decedent left four $5,000 bequests to individuals who
had helped her during her lifetime. Those bequests included the yardman, the teller at her bank, the
man who helped her with her taxes, and her garage man. Presumably these bequests where all made
because they were kind to her and presumably the bequest provided for in the Codicil to "her friend"
Earl Ferguson was made for the same reason. The decedent had a substantial estate at the time of her
death and it was her desire to financially help those who had helped her and were kind to her during
her lifetime.
Questions arose during the hearing regarding the admissibility of certain evidence to
determine the intention of the decedent at the time she made the $6,700 gift to Earl Ferguson.
Specifically the exceptant submits that only res gestae spontaneous utterances springing out of the
transaction itself should be admissible and that the outer limits of res gestae is minutes or hours at
most. Schurich vs. Harbison's Dairies, 29A2nd 216 (J 943). He further asserts that the
conversations between Attorney LaFaver and the decedent which occurred within one or two days of
the transaction regarding the check should not be admissible as not within the res gestae. We do not
believe that we need necessarily rule on this matter as the statement made by the decedent to
Attorney LaFaver one or two days subsequent to the transaction can be reconciled with her intent in
giving Earl Ferguson the check.
One or two days subsequent to the date the decedent gave Mr. Ferguson the $6,700 check
Attorney LaFaver who was her attorney-in-fact under a power of attorney executed years prior
thereto was reviewing her checkbook to appropriately determine how much money she had available
in that account. The last check written in that account was the check written to Mr. Ferguson for
$6,700 but did not have his name listed as the payee nor was any other payee listed. When
confronted by Attorney LaFaver she admitted that she wrote that check to Earl Ferguson and when
further pressed as to why she would write such a large check to Mr. Ferguson, according to the
testimony of Attorney LaFaver she responded that it was because he said he needed it. We do not
believe that the evidence as testified to by Mr. Ferguson supports the reason given by the decedent to
Attorney LaFaver but rather we believe that her response was defensive in nature and an attempt to
appease Attorney LaFaver for that which she had already done and the decedent could obviously tell
that he was not pleased that she wrote such a large check to Mr. Ferguson.
There is no question that the $6,700 check was not given as a loan with expectations of
repayment. Nor was it given with the intention of being a pro tanto credit, prepayment or
advancement against the bequest previously provided for Earl Ferguson. Rather, the facts would
support that it was given to Mr. Ferguson as a gift with "no strings attached" because Earl Ferguson
was the decedents friend and had shown her much kindness and spent time with her.
The estate in support of its position that the $6,700 check should be deemed an ademption,
pro tanto credit, prepayment or advancement against the bequest previously provided for Mr.
Ferguson in the decedents Will cites Lemlv Estate. 4D&C 3rd 229 (1978) andAlexander's Estate. 83
Pa Super 210 (1924). On their facts both cases are easily distinguishable from the case at bar.
In Alexander 's Estate the decedent provided in his Will that his nurse who had attended him
faithfully for so many years should receive the sum of $3,000 if she continued to attend him to the
end of his life. Subsequent thereto the decedent transferred to the nurse 40 shares of Pennsylvania
Railroad stock with a total value of$2,310. At the time of the assignment there were two witnesses
who testified that the decedent had stated at that time that he wanted her to have the stock with a
value of about $2,000 for having taken care of him. The Court held that the $2,000 gift of the stock
should be deducted from the $3,000 bequest provided for in the decedent's Will because the gift of
the stock was given for the same purposes as the bequest in the Will. In the instance case, there was
no purpose or reason given in the Will for the bequest to Mr. Ferguson nor was their evidence at the
time the decedent gave the check to Mr. Ferguson that it was given for any particular purpose other
than for Mr. Ferguson to be able to take his family to Disney World without waiting for the receipt of
other funds he anticipated receiving. It should be noted also that the decedent had previously given
Mr. Ferguson other cash gifts with one of those gifts being in the amount of$9,000.
In Lemlv Estate, the decedent had previously provided in his Will a bequest to his long time
friend and employee Stanley Wolicki the sum of $15,000 and any and all motor transportation
equipment owned by the decedent and used in the operation of his paper stock business. Three years
subsequent to the execution of the Will the decedent retired and decided to turn the business over to
Wolicki. He transferred the vehicles used in the business to Mr. Wolicki and gave him two checks
totaling $15,000. Several months after transferring the vehicles and giving Wolicki the checks
totaling $15,000 the decedent consulted with his attorney regarding revising his Will and eliminating
the bequest to W olicki. The new Will was written but unfortunately prior to the decedent being able
to execute the Will, he died unexpectedly.
The Court held in essence that where a testator makes a gift for a particular purpose and
subsequently makes a payment or gift to the legatee for the same purpose such payment or gift is
presumed to be a satisfaction of the legacy to the extent of the amount of the gift. Lemlv Estate.
4D&C 3rd 229,231 (1978). Not only is it clear that Wolicki received the exact gift which was for a
particular purposes prior to the decedents death but the decedent in that case had taken steps to
eliminate the bequest previously given in his Will. Clearly in that instance, the decedent's intent at
the time of transferring the vehicles and giving Wolicki the two checks totaling $15,000 was in full
satisfaction of the bequest he previously provided for in his Will. No such clear intention exists in
the instance case.
In regards to the filing of the First and Final Account and Proposed Distribution by Attorney
LaFaver, a highly respected Cumberland County attorney, we believe that based on the knowledge he
had available to him at that time it was not unreasonable for the estate to claim a credit or offset of
the $6,700 check against the $15,000 bequest provided for in the Codicil. However, the evidence
presented at the audit hearing clearly established that Earl Ferguson was a valued friend and
companion to the decedent and that the decedent, a relatively wealthy individual, was more than
happy to assist Earl Ferguson financially and in fact probably took great pleasure from it.
CONCLUSIONS OF LAW
I. The decedent's inter vivos gift to Earl Ferguson of$6,700 on November 28, 2000 was
not intended by her to be an ademption, advancement, or pro tanto credit against the $15,000 bequest
provided for in her November 2, 2000 Codicil and Henry Earl Ferguson III is entitled to a
distributable share of the decedent's estate in the amount of$15,000.
2. Henry Earl Ferguson III is entitled to statutory interest of 5% per annum on the
$15,000 bequest from and after one year from testator's death and until payment pursuant to 20 Pa.
C.S.A. 3543 (A).
RECOMMENDATION
For the reasons set forth above it is the recommendation of the Auditor that the First and
Final Account and Proposed Distribution be restated to include a specific bequest and distribution to
Henry Earl Ferguson III (Earl Ferguson) in the amount of$15,000 plus interest in the amount of5%
per annum from and after one year from the decedent's death and until paid.
SCHEDULE OF COSTS
The following costs ofthis proceeding should be paid by decedent's estate as follows:
1.
Ronald E. Johnson, Esquire, Auditor
3. Ronald E. Johnson, Esquire - reimbursement for payment
$1,500.00
to Jan L. Bucher, Court Reporter for a transcript ofthe Auditor's Hearing $ 291.50
TOTAL
Respectfully submitted,
$1,791.50
nald E. Johnson,
West Pomfret S
arlisle, P A 17013
(717) 243-0123
. .
IN RE: ESTATE OF FLORENCE E.
ROBINSON, LATE OF THE BOROUGH
OF NEW CUMBERLAND
CUMBERLAND COUNTY, P A
Deceased
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO: 21-01-0111
CERTIFICATE OF SERVICE
I hereby certify that a true and correct copy of the within Auditor's Report and
--
Recommendation was served upon the parties herein, or their counsel, on September ZJ ,2003, by
depositing same in the United States mail postage prepaid properly addressed as follows:
Norman M. Yoffe, Esquire
214 Senate Avenue, Suite 203
Camp Hill, PA 17011
Elizabeth Stone, Esquire
1414 Bridge Street
New Cumberland, P A 17070
. .
. .
IN RE: ESTATE OF FLORENCE E.
ROBINSON, LATE OF THE BOROUGH
OF NEW CUMBERLAND
CUMBERLAND COUNTY, PA
Deceased
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO: 21-01-0111
NOTICE OF FILING AUDITOR'S REPORT AND RECOMMENDATION
You are hereby notified that I have this date filed with the Clerk of the Orphans' Court my
Auditors Report and Recommendation in the above-captioned matter. A copy of said Report and
Recommendation is enclosed.
Date: September L:003
TO:
Norman M. Y offe, Esquire
214 Senate Avenue, Suite 203
Camp Hill, PA 17011
Elizabeth Stone, Esquire
1414 Bridge Street
New Cumberland, PA 17070
Bulletin Board, Office of the Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
r
o c:(
v
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Florence E. Robinson
Date of Death: January 12, 2001
Will No.
21-01-0111
To the Register:
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 X No
(b) The separate Orphans' Court No. (if any) for the
personal representative's account is: N/A
(c) Did the personal representative state an account
informally to the parties in interest? Yes No
Date:
(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. /2.1(-oJ Dam~sqUire
414 Bridge Street
New Cumberland, PA 17070
717-774-7435
Capacity:
Personal Representative
X
Counsel for Personal
Representative
.@-
.
REV-1500 EX + (6-00) OFFICIAL USE ONLY
COMMONWEALTH OF PENNSYLVANIA REV-1500
DEPARTMENT OF REVENUE
DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER
HARRISBURG, PA 17128.0601 RESIDENT DECEDENT 21 2001 0111
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Robinson, Florence E. 181-32-5197
DECE- DATE OF DEATH (MM.DD.YEAR) I DATE OF BIRTH (MM.DD.YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT
01/12/01 01/02/1915 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
3. Remainder Return
CHECK ~' Original Return ~' Supplemental Return ~ (date of death prior to 12-13-82)
APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
PRIATE 6. Decedent Died Testate 7. Decedent Maintained a Livin~ Trust 1 8. Total Number of Safe Deposit Boxes
(Atlach copy of Will) (Attach a copy of Trust)
BLOCKS 9. Litigation Proceeds Received 10. Spousal Poverty Credit (dale of death between D 11. Election to tax under Sec. 9113(A)
12-31-91 and 1-1-95) (Attach 5ch 0)
nI~~~MQjf(iji$!;_iJllli:Wl\!l'~9Il1l_gg.~p~~il:lll!<ltilWt~I!<lt9RMATlQHl.\lIQliU:!ilI!illi'\i$QmllTPi
NAME COMPLETE MAILING ADDRESS
COR- David H. Stone, Esquire 414 Bridge Street
RE- FIRM NAME (If Applicable) New Cumberland, PA 17070
SPON
DENT Stone LaFaver & Shekletski
TELEPHONE NUMBER
(717) 774-7435 .'
OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1) 117,000.00
2. Stocks and Bonds (Schedule B) (2) 541,307.12
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None
4. Mortgages & Notes Receivable (Schedule 0) (4) None
5. Cash, Bank Deposits & Miscellaneous Personal
Property (Schedule E) (5) 282,152.64
6. Joinfly Owned Property (Schedule F)
D Separate Billing Requested (6) 2,500.00
RECA-
PITULA- 7. Inter-Vivos Transfers & Miscellaneous
TION Non-Probate Property (Schedule G or L) (7) 59,899.53
8. Total Gross Assets (total Lines 1-7) (8) 1,002,859.29
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 91,640.54
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (to) 2,001.33
11. Total Deductions (total Lines 9 & 10) (11) 93,641. 87
12. Net Value of Estate (Line 8 minus Line 11) (12) 909,217.42
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) 25,000.00
has not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 884,217 .42
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousaJ tax
rate, or transfers under Sec. 9116 (a)(1.2) X .0 (15)
855,917.42 -
TAX 16. Amount of Line 14 taxable at lineal rate X .0 45 (16) 38,516.28
-
COMPU- 17. Amount of Line 14 taxable at Sibling rate 0.00 X .12 (17) 0.00
TATION 18. Amount of Line 14 taxable at collateral rate 28,300.00 X .15 (18) 4,245.00
19. Tax. Due (19) 42,761. 28
20. D 1&jji$!;Kjj_)F&ImA\ii~i!I$Qlj~$Tl!ijqiijmNP~)i,N~fll!Am~!<lt1
""""""i""":":":::'::'i:::'::::':":'}',':"}':i:lMal!:$MRi!i)fQ}W$Wi!il1tAi$:QQmiPN$'PiWPAIil!!:~liNP'i'li'1CH1;PKMAllH*ili':"",,'.....
o PA15001
NTF 29755
Copyright 2000 GreatlandlNelco LP - Forms SOftware Only
llo
~05-
\0
,
PA REV-1500 EX (6-00)
d C I
Page 2
Dece ent s omDlete Address:
STREET ADDRESS
1725 Warren Street
CITY I STATE I ZIP
New Cumberland PA 17070
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
42,761. 28
36,000.00
1,894.73
Tolal Cred~s (A + B + C)
(2)
37,894.73
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Tolallnterest/Penalty (D + E)
4. If Une 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
C~eck box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than line 2. enter the difference. This is the TAX DUE.
A. Enter the i/'lterA~t nr tf'l~ tax due.
B. Enter the tolal of Line 5 + SA. This is the BALANCE DUE.
Make Check Payabie to: REGISTER OF WILLS, AGENT
~tg~~g~~~~jil~~~g~8Et8!i~~gDg~~18~~~9~t!3;~~~~;;~!;I!+~~X~~~8~~;Xf~~t8~k~
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property translerred; .................... ............. ~ I
:: ~:::~ :~;e:~~:i:::~:~~:r:s;:~ .S.h~~l. ~~~ ~~ ~~~~~: ~r~.n~~~~r~ .~r. i~. j.n~~~~;. . . .' " .' " .' .' .' .' .' .' .' .' .' .' .' . ,
d. receiVE< the promise for life. of either payments, benefits or care? ..............................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ................................................. 0 ~
3. Did decedent own an uin trust for" or payable upon death bank account or security at his or her death? 0 ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
containsabeneficiarydesignation? ..... ..................................".,......... ~ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of periurY, I declare that I have examined this return/ including accompanying schedules and statements, and to the best of my
kno e and b e1, It is true, correct and complete. Declaration 0 preparer other than the personal representative is based on information of
whO rer an nowled .
Sl 0 N R LE FOR FILING RETURN DATE
/ CJ - // - 0
(3) 0.00
(4)
(5) 4,866.55
(SA) 0.00
(5B) 4,866.55
DATE
ADORE
414 Bridge Street, New Cumberland, PA 17070
{72 P.S. I 91 1 6 (a) (1.1) (i)].
For dates 01 death on or after January 1. 1995. the tax rate is imposed on the net value of translers to orforthe use 01 the surviving spouse is 0% [72 P.S. 19116 (a) (1.1) (iil].
The statute nOA!<; nnl j''''Amnl a transler to a surviving spouse lrom tax, and the statutory reqtJirements lor disclosura of assets and filing a tax return are still applicable even
il
the surviving spouse is the only beneficiary.
For dates 01 death on or after July 1, 2000:
The tax rate imposed on the net value of translers lrom 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 stepparant of the child is 0% [72 P.S. 19116(a)(1,2)].
The tax rate imposed on the net value of transfers to or for the use 01 the decedent's lineal beneficiaries is 4.5%. except as noted in 72.P.S. 19116(1.2) [72 P.S. %9116(a)(1)].
The tax I1il.te imposed on the net value of transfers to or for the use of the decedent's siblings is 12% {72 P.S. 19116(a)(1.3)]. Asibling is defined, under Section 9102, as an individuat
who has at least one parant in common with tha decedenf, whether by blood or adoption.
o PA15002
NTF 29756
Copyright 20:JO GreatlandlNelco LP - Forms Software Only
Estate of: Florence E. Robinson
21-2001-0111
The following person(s) are signing the retUTIl as representative(s) of the estate:
Jon F. LaFaver
120 Carol Street
New Cumberland, PA 17070
REV-1502 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Florence E. Robinson
SCHEDULE A
REAL ESTATE
FILE NUMBER
21-2001-0111
All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the
price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which Is Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO. DESCRIPTION
VALUE AT DATE
OF DEATH
1 Property located at 1725 Warren St., New Cumber land, Cumberland
County, PA by deed dated April 1, 1980 and recorded in
Cumberland County Deed Book Y, Vol. 28, Page 142, granted and
conveyed unto Florence E. Robinson and Carl E. Robinson, her
husband. The said Carl E. Robinson died July 27, 1995, thus
vesting title in Florence E. Robinson, the decedent. The said
property was scld to Brennan Dearrer and Michelle Dearrer, husband
and wife on May 11, 2001
117,000.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
117,000.00
7 CPA21 NTF 10904
Copyright Forms Software Only, 1997 NelcQ, Inc.
,
REV.1503 EX + (1.97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Florence E. Robinson
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
7 CPA31 NTF 10905
Copyright Forms Software Only, 1997 Nelco, Inc,
TOTAL (Also enter on line 2, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
21-2001-0111
VALUE AT DATE
OF DEATH
15,000.00
14,364.98
3,018.75
7,721.19
19,525.00
2,202.50
25,980.48
11,000.00
12,802.19
42,300.00
862.20
37,023.15
6,812.50
2,371.30
2,040.10
7,076.09
14,375.00
3,754.00
1,213.30
1,367.60
8,532.10
4,807.70
4,109.80
293,047.19
$ 541,307.12
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO. DESCRIPTION
1 Prudential Securities Inc.-CD BK & TR 5.75% due 7/2/2001
2 Prudential Sec. Inc.-Bank New York 6.60% due 2/15/2011
3 Prudential Sec. Inc. -Blaekrock NA Gvt
4 Prudential See. Inc. -Delphi AutOllDti ve Systems
5 Prudential Sec. Inc. -Dreyfus Strong Muni Bond Fund
6 Prudential Sec. InC.-Electronic Data Systems
7 Prudential Sec. Inc. - First Aus/Prirre Ineorre Fund
8 Prudential Sec. Inc.-CD First USA 7.10% due 2/23/2005
9 Prudential See. Inc. - Fulton Fincl Corp
10 Prudential Sec. Inc. -General M:ltors Corp
11 Prudential Sec. Inc. -General M:ltors Corp Cl H
12 Prudential See. Inc. - Kerrper US Mtge
13 Prudential Sec. Inc. -MFS Inter Incorre
14 Prudential Sec. Ine.-UTS MITI' 96
15 Prudential Sec. Ine.-UTS MITI' 126
16 Prudential Sec. Inc. -UTS MITI' PA 202
17 Prudential Sec. Ine.-PP&L Corp
18 Prudential Sec. Inc. -UTS PA IMIT 104
19 Prudential Sec. Ine.-UTS PA IMIT 131
20 Prudential Sec. Ine.-UTS PA IMIT 145
21 Prudenital Sec. Inc.-UTS PA IMIT 149
22 Prudential Sec. Ine. -UTS PA IMIT 155
23 Prudential See. Inc. -UTS PA IMIT 221
Total fran continuation oaqe(s)
Page 2
Estate of: Florence E. Robinson
21-2001-0111
SCHEDULE B - - Stocks and Bonds
Item Value at Date
No. Description of Death
24 Prudential Sec. Inc. -illS PA IMIT 225 10,945.00
25 Prudential Sec. Inc. - Pru Muni Fd Class A 34,614.29
26 Prudential See. Inc. - Pru Muni Fd Class B 41,514.40
27 Prudential Sec. Inc.-Pru Int'l Bond A 9,225.00
28 Prudential Sec. Inc.-Raytheon Co Class A 1,685.06
29 Prudenital Sec. Inc. -TJ31 Corp 37,600.00
30 Prudential Sec. Inc. -Van Karrpen Am Cap 9,375.00
31 Prudential Sec. InC.-Van Karrpen Am Cap PA VM 8,828.44
32 Prudential Sec. Inc. - Pru M::meyrrart Assets 8,964.00
33 Wellington Fund #09873602474 29,796.00
34 34 US Series HH Savings Bonds w/various face values (see 100,500.00
attached)
IDTI\L. (Carry forward to main schedule) . . . . . .
293,047.19
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Florence E. Robinson 21-2001-0111
Include proceeds of litigation & date proceeds were received by the estate. All prop. Jointly-owned with "chI of survivorship must be disclosed on 5ch. F.
ITEM VALUE AT
NO. DESCRIPTION DATE OF DEATH
1 PNC Bank-Checking Acct. #5140053262
7 CPA81 NTF 10908
Copyright Fonns Software Only, 1997 Nelco, Ino
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
10,789.75
2.21
26,682.55
9.91
8,456.28
5.20
10,000.00
18.84
10,000.00
16.51
5,000.00
12.99
15,000.00
54.88
10,000.00
38.26
10,000.00
29.73
20,000_00
71.46
10,000.00
39.98
145,924.09
$ 282,152.64
Interest on al:x:we item accrued as of decedent's death
2 M&T Bank-Savings Acct. #15004200023353
Interest on above item accrued as of decedent's death
3 Fulton Bank-Money Market Acct. #9903-70122
Interest on al:x:we item accrued as of decedent's death
4 Allfirst-Cert. of Deposit #87008140630217
Interest on above item accrued as of decedent's death
5 Fulton Bank-Cert. of Deposit #052-0102130
Interest on above item accrued as of decedent's death
6 Fulton Bank-Cert. of Deposit #052-0111644
Interest on above item accrued as of decedent's death
7 Fulton Bank-Cert. of Deposit #052-0111708
Interest on above item accrued as of decedent's death
8 Fulton Bank-Cert. of Deposit #523-000498
Interest on above item accrued as of decedent's death
9 Fulton Bank-Cert. of Deposit #523-0017047
Interest on above item accrued as of decedent's death
10 Fulton Bank-Cert. of Deposit #523-0030211
Interest on above item accrued as of decedent's death
11 PNC Bank-Cert. of Deposit #31800119856
Interest on above item accrued as of decedent's death
Total frcm continuation paqe (s)
Page 2
Estate of: Florence E. Robinson
21-2001-0111
SCHEDULE E -- Cash, Bank Deposits and Miscellaneous Personal Property
Item
No. Description
Value at Date
of Death
12 PNC Bank-Cert. of Deposit #31500167082
15,000.00
Interest on above item accrued as of decedent's death
21. 63
13 PNC Bank-Cert. of Deposit #21001017469
7,000.00
Interest on above item accrued as of decedent's death
27.52
14 PNC Bank-Cert. of Deposit #21001017522
15,000.00
Interest on above item accrued as of decedent's death
21. 37
15 PNC Bank-Cert. of Deposit #21001017547
10,000.00
Interest on above item accrued as of decedent's death
36.47
16 PNC Bank-Cert. of Deposit #31400053350
10,000.00
Interest on above item accrued as of decedent's death
47.67
17 PNC Bank-Cert. of Deposit #31000063011
15,000.00
Interest on above i tern accrued as of decedent's death
42.21
18 PNC Bank-Cert. of Deposit #31500094653
10,000.00
Interest on above item accrued as of decedent's death
8.38
19 M&T Bank-Cert. of Deposit #31003910174679
10,000.00
Interest on above item accrued as of decedent's death
28.15
20 M&T Bank-Cert. of Deposit #31003910459245
5,000.00
Interest on above item accrued as of decedent's death
6.74
21 M&T Bank-Cert. of Deposit #31003910658334
10,000.00
Interest on above item accrued as of decedent's death
39.15
22 M&T Bank-Cert. of Deposit #31003911170262
15,000.00
Interest on above item accrued as of decedent's death
64.83
23 M&T Bank-Cert. of Deposit #31003911170270
10,000.00
TOTAL. (Carry forward to rrain schedule) . . . . . .
132,344.12
Page 3
Estate of: Florence E. Robinson
21-2001-0111
SCHEDULE E -- Cash, Bank Deposits and Miscellaneous Personal Property
Item
No. Description
Value at Date
of Death
23 Interest on above item accrued as of decedent's death
41.61
24 M&T Bank-Cert. of Deposit #31003910704616
5,000.00
Interest on above item accrued as of decedent's death
20.09
25 Household furnishin::js at appraised value by Claude C. Wolfe &
Assoc .
4,642.00
26 1984 Ford Sedan VIN#lFABP43F9EZII0811 sold
500.00
27 Country Meadows-refund
595.98
28 Comcast-refund
26.58
29 GE Capital Assoc. -premium refund
713.91
30 US Treasury-incare tax refund on decedent's 2000 return
829.00
31 PAWC-refund
11. 32
32 Travelers Ins. -refund
78.00
33 US Treasury-tax relief rebate
300.00
34 CorrDnwealth of PA-refund
821.48
TOTAL. (Carry forward to main schedule) . . . . . .
13,579.97
REV-1509 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Florence E. Robinson
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21-2001-0111
If an asset was made )olnt within one year at the decedent's date of death, It must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
A Tirrothy D::luglas Pierson
RELATIONSHIP TO DECEDENT
step-grandson
ADDRESS
c/o Martha Sue Pierson
104 Spring Ridge Drive
Berkeley Heights, NJ 07922
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
FOR MADE Include name 01 financial institution and bank DATE OF DEATH DECD'S VALUE OF
ITEM JOINT account number or similar identifying number.
NO. TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERES
1 A 07/01/98 Fulton Bank-Cert. of Deposit 5,000.00 50% 2,500.00
#052-0120961 made joint 7-1-98
w/Tirrothy D. Pierson ($5,000
orginal value) Balance show
on Schedule G. See lette
of Fulton Bank dated 2-13 2001.
TOTAL (Also enter on line 6. Recapitulation) $ 2,500.00
7 CPA91 NTF 10909
Copyright Forms Software Only, 1997 Nelco,lnc.
(If more space is needed, insert additional sheets of the same size)
T
REV-1510 EX + (1-97)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Florence E. Robinson
FILE NUMBER
21-2001-0111
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.
ITEM
NO.
DESCRIPTION OF PROPERTY
INCLUDE NAME OF THE TRANSFEREE, THEIR
RELATIONSHIP TO DECD & DATE OF TRANSFER.
ATTACH COPY OF THE DEED FOR REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET
1 Gift taxes on gifts within 3 years
of death
2 Prudential Sec. Inc. IRA
Acct. -1093.963 shs. Aim Charter
16,409.45
3 Prudential Sec. Inc.-IRA Acct.-5000
shs. Bank New York Mtn 6.60% due
2/15/2011
4,788.33
4 Prudential Sec. Inc.-IRA Acct.-4000
shs. FNMA Rem 9401UU 6.5% due
1/25/2014
3,018.75
5 Prudential Sec. Inc.-IRA Acct.-1759
shs. First Aus/Prirre Incorre Fund
7,598.88
6 Prudential Sec. Inc. - IRA
Acct.-15000 shs. MJ:rgan Stan I:W
6.3% due 2/25/2008
19,525.00
7 Prudential Sec. Inc-IRAAcct.-2000
shs. Pru See PS 017s 7.5% due
12/25/2021
2,023.13
8 Prudential Sec. Inc.-IRA Acct.-823
shs. Pru MJney Market
823.00
9 Fulton Bank-Cert. of Deposit
#052-0120961 made joint 7-5-00
w/Tirmthy D. Pierson,*pinc.
$10,000, Int. 12.99
5,012.99
10 Transfer of $6,700.00 by check no.
429 on November 28, 2000 made
payable to Earl Ferguson
6,700.00
**Balance shown on Schedule F
See letter of Fulton Bank
dated 2-13-2001.
% OF EXCLUSION
DECO'S (IF
INTEREST APPLICABLE)
TAXABLE VALUE
0.00
100%
16,409.45
100%
4,788.33
100%
3,018.75
100%
7,598.88
100%
19,525.00
100%
2,023.13
100%
823.00
100%
3,000.00
2,012.99
100%
3,000.00
3,700.00
7 CPA01 NTF 10910
TOTAL (Also enter on line 7, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
59,899.53
Copyright FO!l11s Software Only, 1997 Nelco, Inc.
REV.1511EX + (1.97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Florence E. Robinson
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-2001-0111
Debts of decedent must be reDorted on Schedule l.
ITEM
NO. DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1 SUe Pierson-ReinbJrserren.t to Crem3.tion Society for crell'ation 193.00
services
2 crenation Society-services rendered for crenation 895.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions 38,243.00
Name of Personal Representative(s) Jon F. LaFaver
Social Security Number(s)/EIN No. of Personal Representative(s)
Street Address 120 Carol Street
City New CUmberland State PA Zip 17070
Year(s) Commission Paid: 2002
2. Attorney Fees Narre: David B. Stone, Esquire 38,243.00
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 508.50
5. Accountant's fees 0.00
6. Tax Return Preparer's Fees 0.00
See Schedule attached
Total from continuation page (s) 13,558.04
TOTAL (Also enter on line 9. Recapitulation) $ 91,640.54
(If more space is needed, insert additional sheets 01 the same size)
7 CPAl1 NTF10911
Copyright Forms Software Only, 1997 Nelco, Inc.
Estate of: Florence E. Robinson
SCHEDULE H, PART B -- Administrative Costs
Item
No. Description
7 Cumberland Law Journal-advertising grant of letters
8 The Patriot News Co. -advertising grant of letters
9 Notary fees
10 Register of Wills-filing Inheritance Tax and Inventory
11 PPL-electric service at property
12 O3I-gas service at property
13 PAWC-water service at property
14 Verizon-telephane service
15 Verizon-telephone service at property
16 AT&T-telephone service at property
17 Bridge Street Realty-appraisal fee on property
18 Verizon-telephone service at property
19 PAWC-water service at property
20 AT&T-telephone service at property
21 PP&L-electric service at property
22 Borough of New Cumberland-trash services at property
23 O3I -gas service at property
24 Claude C. Wolfe & Ass=. -appraisal fee on personal property
25 Robin Gasperetti-real estate taxes on property
26 PAWC-water service at property
27 Verizon-telephone service at property
28 PP&L-electric service at property
29 PSERS-Reimb. of reissued February payrrent
ro:rnL. (Carry forward to 1TI3.in schedule) . . . . . .
Page 2
21-2001-0111
ArrDlmt
75.00
93.81
6.00
29.00
22.13
231. 31
10.35
88.02
14.55
52.02
300.00
14.86
13 .94
1.68
21. 74
57.43
125.00
165.00
425.22
10.83
14.63
22.17
821.48
2,616.17
Estate of: Florence E. Robinson
SCHEDULE H, PART B -- Administrative Costs
Item
No. Description
30 illI-gas service at property
31 Verizon-telephone service at property
32 PAWC-water service at property
33 PA Dept. of Revenue-payrrent of decedent's final 2000 PA41 tax
34 PP&L-electric service at property
35 illI-gas service at property
36 AT&T-telephone service at property
37 Verizon-telephone service at property
38 PAWC-water service at property
39 Settlerrent costs on sale of property ($9,439.26) less reimb. on
taxes, trash and sewer ($452.69)
40 PPL Utilities-electric services at property
41 PAWC-water services at property
42 illI -gas service at property
43 PPL Utilities-electric services at property
44 Verizon-telephone service at property
45 Zirrrrermm Landscaping M3.intenance-rrowing grass for two tirres at
property
46 PNC Bank-check printing fee
47 PNC Bank-check printing fee
48 Reserve for filing First and Final Acct. and closing expenses
1OI7\L. (Carry fo:rward to !ll3.in schedule) . . . . . .
Page 3
21-2001-0111
ArrDunt
113.00
14.63
9.85
391.00
14.20
113.00
2.25
14.66
11.32
8,986.57
12.97
15.09
106.64
16.80
14.65
50.00
27.54
27.70
1,000.00
10,941. 87
REV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Florence E. Robinson
Include unreimbursed medical expenses.
ITEM
NO.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
DESCRIPTION
1 West Shore EMS-wheel chair transport
2 Mellon Bank-CBSD credit card payrrent
3 Neighbcrcare Pharnacy-rredicines received
4 Merck-Med= RX Services-services rendered
5 Neighbcr Care-services rendered at home
6 Sue Pierson-Reimburserrent for legal services done by Jan Brown &
Assoc .
7 Lebanon Valley Family Medicine, InC.-services rendered
8 HCR-M3nor Care-services rendered at home
9 Labanon Valley Family Medicine-services rendered
10 Susquehanna Twp. EMS-transport services
11 The Cathedral Church of St. Stephen-debt of decedent
12 MS Hershey Medical Center-services rendered
21-2001-0111
AMOUNT
47.85
39.66
27.34
12_00
127.70
578.00
55.50
875.38
44.50
70.00
30.00
93.40
7 CPA12 NTF 10912
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
Copyright Forms Software Only, 1997 Nelco, Inc.
2,001.33
REV-1513 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Florence E. Robinson
21-2001-0111
RELATIONSHIP TO DECEDENT AMOUNT OR
No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) SHARE OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
See Scbedule attached
ENTER DOLLAR AMTS. FOR D1STRIBS. 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 TAX IS NOT BEING MADE
None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
See Schedule attached
Total fran continuation page (8) 25,000.00
TOTAL OF PART 11-- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 25,000.00
7 CPA13 NTF 10913
(If more space is needed, insert additional sheets of the same size)
Copyright Forms Software Only, 1997 Neice, Inc.
Estate of: Florence E. Robinson
SCHEDULE J, Part 1 - - Taxable Distributions
Item
No.
Narre and Address of BeneficiaI)'
Relationship
1 Gregory Jeffries
95 Brmpton Road
Hummelstown, PA 17036
friend
2 Edith Sheaffer
795 Ridge Road
Lewisberry, PA 17339
3 Ed Abolins
432 Park Side Road
Carrp Hill, PA 170ll
friend
friend
4 Richard Uber
300 Allendale Way
Carrp Hill, PA 170ll
friend
5 Timothy Douglas Pierson
c/o Martha Sue Pierson
104 Sprin:J Ridge Drive
Berkeley Heights, NJ 07922
step-grandson
6 Kimberly Dawn Pierson
c/o Martha Sue pierson
104 Sprin:J Ridge Drive
Berkeley Heights, NJ 07922
step-granddaughter
7 Martha Sue Pierson
104 Sprin:J Ridge Drive
Berkeley Heights, NJ 07922
step-daughter
8 Earl Ferguson
914 Brandt Ave.
New Cumberland, PA 17070
friend
Page 2
21-2001-01ll
Armunt
5,000.00
5,000.00
5,000.00
5,000.00
5,000.00
5,000.00
845,917.42
8,300.00
Estate of: Florence E. Robinson
SCHEDULE J, Part 2 -- Charitable and Governrrental Distributions
Item
No. Description
1 MJunt Calvary Episcopal Church
125 North 25th Street
Camp Hill, PA 17011
2 Hurrene Society of Harrisburg/West Shore Chapter
Sinclair and Eppley Roads
Mechanicsburg, PA 17055
3 New Cumberland Library and Cultural Foundation
414 Bridge Street
New Cumberland, PA 17070
IOI'AL. (Carry forward to main schedule) . . . . . .
Page 2
21-2001-0111
Arrount
10,000.00
10,000.00
5,000.00
25,000.00
. ,. ,
f~1fi~J:"'i;"';
LAST WILL AND TESTAMENT
OF
FLORENCE E. ROBINSON
I, FLORENCE E. ROBINSON, of the Borough of New Cumberland,
Cumberland County, Pennsylvania, declare this to be my last will and
revoke any will previously made by me.
ITEM I:
I direct that my Executor hereinafter named shall pay
all my just debts and funeral expenses as soon as conveniently may be
done after my decease.
ITEM II: I hereby make the following bequests:
A. Five Thousand ($5,000.00) Dollars to GREGORY JEFFRIES of
95 Brompton Road, Hummelstown, PA.
B. Five Thousand ($5,000.00) Dollars to EDITH SHEAFFER.
C. Five Thousand ($5,000.00) Dollars to ED ABOLINS of 432
Park Side Road, Camp Hill, PA.
D. Five Thousand ($5,000.00) Dollars to RICHARD B. UBER of
2 Commercial Drive, Camp Hill, PA.
E. Five Thousand ($5,000.00) Dollars to my step-grandson,
TIMOTHY DOUGLAS PIERSON.
Page 1 of 4
F. Five Thousand ($5,000.00) Dollars to my step-granddaugh-
D~'tJ
ter, KIMBERLY~ PIERSON.
G. Ten Thousand ($10,000.00) Dollars to the MOUNT CALVARY
EPISCOPAL CHURCH of Camp Hill, PA.
H. Ten Thousand ($10,000.00) Dollars to the HUMANE SOCIETY
WEST SHORE SHELTER.
ITEM III. All the rest, residue and remainder of my estate,
whether real, personal or mixed, and wheresoever situate, I hereby
give, devise and bequeath to my step-daughter, MARTHA SUE PIERSON, or
her issue, per stirpes.
ITEM IV: I appoint JON F. LaFAVER Executor of this my last will.
Should JON F. LaFAVER fail to qualify or cease to act as Executor, I
appoint DAVID H. STONE, Executor of this my last will.
ITEM V:
No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of his/her duties
in any jurisdiction.
IN WITNESS WHEREOF, I, FLORENCE E. ROBINSON, have hereunto set my
hand and seal this pYl day of
f-~;' r t: /'! "n./ ('-l.'~( /
, 1998.
~. P../-;"
_',r (_,'}f...-v, <' J)~ (" /1"',/>"'",, A-'lrn--
FLORENCE E. ROBINSON
Page 2 of 4
L'
SIGNED, SEALED, PUBLISHED and DECLARED by FLORENCE E. ROBINSON,
the Testatrix above named, as and for her Last Will and Testament, and
in the presence of us, who at her request, in her presence and in the
presence of each other, have subscribed our names as witnesses.
{t/:q/' '--/? tt;,/' kJ, /; /
W tn ss / U
QA./~i'A
1,~1 /? j";1
Xle.LO ~.:.<'..Y>~-<~'?
I /
Ad.dress
.,
~/
/~.
/1.0(; N..n
Address
1 A. _
r-=
COMMONWEALTH OF PENNSYLVANIA)
) SS.
COUNTY OF CUMBERLAND )
I, FLORENCE E. ROBINSON, the Testatrix whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
this instrument as my Last Will; that I signed it willingly and that I
signed it as my free and voluntary act for the purposes therein
contained.
.'''-.
,'..; I"
f, ./> -: r- -....... r;"
FLORENCE
('- /1-) , .
t- I ,~/,~
E. ROBINSON
_J~.
Sworn to or affirmed to and acknowledged before me by
"~)
ROBINSON, the Testatrix, this Y day of )t.&u.i2,.v~
FLORENCE E.
, 1998.
CONSTAtb~reR1AL SEAL
MNew Cumberland ~L~ Notary PUblic
Y Commission tv"' umber/and Co
'-"IIlres Ap'1113, 1999
~---;.
1/ .'
v .~.
_ 7LJc VL":.t..<"'j'
Notary
):::v
" ^CLi_..J!.,
Public
Page 3 of 4
COMMONWEALTH OF PENNSYLVANIA)
) SS.
COUNTY OF CUMBERLAND )
We, A~7i(1'" 12. Lu r f-< I?') and ~rl~ r-\ _ --l\o-ut:.
I
the witnesses, whose names are signed to the attached or foregoing
instrument being duly qualified according to law, do depose and say
that we were present and saw Testatrix sign and execute the instrument
as her Last Will; that Testatrix signed willingly and that she exe-
cuted it a.s her free and voluntary act for the pUl.poses therein
expressed; that each of us in the hearing and sight of the Testatrix
signed the will as witnesses; that to the best of our knowledge, the
Testatrix was at the time eighteen years of age or more, of sound mind
and under no constraint or undue influence.
<--Ii?
(]
Sworn or affirmed to
. / , -;)
.I .,,~ 'i f-' t,.
I
L{I c /-r ('OJ 1')?
this :f
and subscribed to before me by
O..0.UI.? tl. -1\'tl>,.
day of l.~c~~ , "",
, ~w-k~c-,. ,X/~~A€'
and
witnesses,
NOT"RIAL SEAL
CONSTANG I 'I AHlI, Nolary Public
NolV Clm,:", ,.. Cumberland Co,
My CommlsslUIl w.~"os April 13, 1999
Notary Public
Page 4 of 4
STONE, L..u'AVER & SHEKLETSKI
A PROFe':SSIONAL CORPORATION
i'.,
. /' .;, ....'.,i.';~J;ff~~~..>,;;T~~:.: :R':; .
. '-':~_~"1t'~;i:~.,}~::~- <~:,<~tt.l~~~!~)': NEW'.OmmBlliAND. PA 17070 .'
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CODICIL TO THE LAST WILL AND TESTAMENT
OF
FLORENCE E. ROBINSON
I, FLORENCE E. ROBINSON, of New Cumberland, Pennsylvania
being of sound mind, memory and understanding, do hereby make,
publish and declare this as and for a Codicil to my Last Will and
Testament, dated December 8, 1998.
I.
I hereby add the following provisions to Item II of my Last
Will and Testament aforesaid:
I. I hereby give and bequeath the sum of Fifteen Thousand
Dollars ($15,000.00) unto my friend Earl Ferguson
of Brandt Avenue in New Cumberland, Pa.
J. I hereby give and bequeath the sum of Five Thousand
Dollars ($5,000.00) unto the New Cumberland Library
and Cultural Foundation in New Cumberland, Pa.
II.
All provisions of my Last will and Testament aforesaid shall
remain in full force and effect, amended only by this Codicil.
IN WITNESS WHEREOF, I, FLORENCE E. ROBINSON,
the Testatrix,
~
;.; day of
have unto this codicil set my hand and seal this
November, 2000.
~rlP ~, '-I?A~ A.._._
F orence E. Ro in~on
SIGNED, SEALED, PUBLISHED AND DECLARED by Florence E. Robinson as
and for a Codicil to her Last will and Testament in the presence
of us, who at her request, in her presence, and in the presence of
each other, have subscribed our names as witnesses.
T
-,
~
REV.AI5U+ (1.921
Ji.~~
.~~
SAFE DEPOSIT BOX
INVENTORY
COMMONWEALTH 0' PENNSYLVANIA
DE'ARTMENT 0' Il!VENUI!
IHHUR'ANCI TAX DIVISION
DIPT.2110601
HAIlIlISIIURG, PA 17121-0601 Plea.. Print or Type
MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAfE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS
COUNTY CODE FIlE NUMBER SOCIAL SECURITY OR DEATII CERTIFlCATI NUMBER
21 2001-00111 181-32-5197
DECEDENT'S NAME '.....ST, FIRST, MIDDlE) DATE
Robinson, Florence E. Jan
ADDRESS OF DECEDENT (STREET) (CITY)
1725 Warren Street, New Cumberland
NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF TIlE SAFE DEPOSIT BOX
(NAMEI
Jon F. IaFaver, 120 Carol Street, New Cumberand,
{STREET ADDRESS)
2001
(STATE)
12
PA
17070
17070
PA
(CITY)
(STATE)
NAME. ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING
a. (NAME) 'RELATIONSHIp)
Jon F. IaFaver Executor
'STREET ADDRESS) (CITY)
120 Carol Street New Cumberand, FA
(SfA TE)
17070
'-. (NAME)
David H. Stone
(STREET ADDRESS)
414 Bridge Street,
c. (NAMEI
i~ELA11\:.''''$HIp)
Attornev for Estate
(CITY)
(liP CODE}
(ZIPCODEJ
(ZIP CODE}
New Cumber land,
FA
{ItELA.T10NSHIp}
17070
(STATE) (ZIP CODE)
(STREET ADDRESS)
(CITY)
(STATE) (liP CODEI
NAME AND ADDRESS OF FINANCIAL INmruTlON WHERE TIlE SAfl! DEPOSIT BOX IS LOCATED
(NAMEI
PNC Bank
(OTY)
(STATE)
17070
(STREET ADDRESS)
Bridge Street,
t NAME OF PERSON MAKING LAST ENTRY
Florence E. Robinson
DATE OF CONTRACT TO RENT BOX NUMBER OF BOX
ugust 24, 1982 741B
NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX
a. {NAMEI
earl E. Robinson (died 7/27/95)
(STREET ADDRESS)
1725 Warren Street
New CUmberland,
PA
DATE AND TIME OF l.A1T ENTRY
October 14 2000
TITLE UNDER WHICH BOX IS REGISTERED
1 E. Robinson/Florence E.
Robinson
b.tNAME)
Florence E. Robinson
(STREET ADDRESS)
1725 Warren Street
IZlP CODE) ,Clt'Il
New Cumberland,
(STATEI
17070
(CITY) {STATEI
New Cumberland, PA 17070
NAME AND TITLE OF EMPLOYE TAKING THE INVENTORY
PA
WAS A WILL IN THE BOX? DYES IlINO II yoo. .. Do.. 01 w;lh
b. No..... and aad,... of penonal ~.pn...,1611"', if ..."""In .... win
(NAME)
(STREET ADDRESSI
pTY)
(STATE)
c. Norne and odd,... of attorney, if any
(NAME) David H. Stone, Esquire
414 Bridge Street, New CUmberland,
(STREET ADDRESSl
PA 1 7070
IOTY)
{STATEI
(ZIP CODE)
(ZIP CODE)
(ZlPCODE)
{ZIP CODE}
Page
1
0'- 3
'.
INSTRUCTIONS -
v.
(1) Cash: Report total only.
(2) Stocks: list in detoil every common or preferred certificate, warrant or other rights found in box. Stocks are
to be designated by name of company, certificate number, date of certificate, name in which stock is registered,
and number of shares and closs of stock.
(3) Obligations of U. S. Government: Number of items, date of issue, face value, names in which registered
and type of ownership, i.e., jointly held, payable on death, etc.
(4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) ,
(5) Bank and Savings and Loan Passbooks, State name of depositor, number of book, last date appearing in I
book, name of bank and branch, and balance.
(61 Jewelry, Coins, Stamps, Manuscripts, etc: list and describe as fully as possible.
(7) Deeds, Mortgages, Current Insurance Palicies or other evidences of indebtednes.. List and describe as
fully as possible. .
(BI All ather cantents.
ITEM ITEM DESCRIPTION I
NO.
1 733 shares certificate/Wellington Fund aJSIP 949567 10 5 I
2 Deed to 1725 Warren street, New CUmberland, PA
3 CD/Fulton Bank #052-01021~p, $10,000.00 7/2/99
- --
4 do/Fulton Bank #523-00498 $10,000.00 11/20/96
5 CD/F~rs Trust Oompany #390917, $10,000.00 11/21/95
6 CD/Farmers Trust Oompany, #390917 $15,000.00 11/20/95
7 CD/PNC, #79638 $7,000.00 1 i16/91
8 CD/PNC #21001017522 $12,400.00 4/5/93 .
9 CD/Dauphin Deposit Bank & '!Rust Oompany, #8140630217 $10,000.00 1/3/97 .
10 CD/CoreStates, #5567424 $7,000.00 10/2/95
11 CD/Fulton Bank #523-30211 $20,000.00 8/22/97
12 CD/Fulton Bank #523-17047 $10,000.00 7/25/97
-
13 CD/Fuiton B--:;1k #052-0111708 $15,000.00 10/21/99
-
,14 CD/Fulton Bank #052-0120961 $10,000.00 7/5/00 decedent & Timothy D. Pierson
15 CO/Fulton Bank #052-0111644 $5,000.00 9/27/99
16 CD/Financial Trust #3781157999 $10,000.00 8/28/98
17 le~on~ #3782492718 $10,000.00 1/24/00
CD FJ. CJ.
18 CD/Keystone Financial #3782157030 $5,000.00 10/8/99
19 CD/Kevstone Financial #3782576981 $5,000.00 2/23/00 ,
20 Car title to 1984 Ford Sedan, VIN lFABP43F9EZll0811
SEE: STOCKS/BONDS IN\IEN'IDRY ATTACHED
I CERTIFY ~~ALrr~?F ~ERJURY THAT THE ABOVE RECORD 15 PERSON RECEIVING COPY OF
CaRRE D PLETE' 0" ~i BEST OF MY KNOWLEDGE AND BELIEF. SAFE DEPOSIT BOX INVENTORY:
S1GN'TU~ )); (~I .IGNATURE
-
PRINT NAME ~r PRINT NAME AND CHECK APPROPRIATE BOX BELOW:
David H. stone -
PRINT TItlE CHECK APPROPRIATE BOX:
Attorney for Estate o E.ucutor(trix) 0 Administrator(lrix)
DEstat. Representative 0 Joint owner of 5cf. deposit box
SAFE DEPOSIT BOX INVENTORY
NOTE: Attach additional aV2" x 11" sh_t (s) If nece.sary or usa duplicate. of this page of form.
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DEED
THIS INDENTURE made theZ4CB day of ~ ,in the year 2001,
between JON F. La FAVER , Executor of the Last Will and Testament of
FLORENCE E. ROBINSON, late of the Borough of New Cumberland, County of
Cumberland and commonwealth of Pennsylvania, of the first part,
hereinafter called the Grantor,
-AND-
BRENNAN DEAMER and MICHELLE DEAMER, husband and wife, of the second
part, hereinafter called the Grantees;
WHEREAS, the said Florence E. Robinson became in her lifetime
seised, as of fee, of and in to a certain tract of land, together with
the improvements thereon erected, situate in the Borough of New
Cumberland, County of Cumberland, and Commonwealth of Pennsylvania,
and more particularly described hereinafter; and being so thereof
seised, died on January 12, 2001, having first made her Last Will and
Testament in writing dated November 8, 1998, duly probated and regis-
tered in the Office of the Register of Wills of Cumberland County on
January 26, 2001, wherein and whereby she appointed as Executor, the
said Jon F. LaFaver, to whom Letters Testamentary were duly issued by
said Register of Wills on January 26, 2001, wherein and whereby said
-1-
premises hereinafter described were not specifically devised, all as
in and by said will and the records of said Register of Wills more
fully appears;
NOW THIS INDENTURE WITNESSETH, that the said Grantor, for and in
consideration of the sum of One Hundred Seventeen Thousand and NO/100
($117,000.00) Dollars, which has been paid to him by the said Grantees
at or before the sealing and delivery hereof, receipt whereof is
hereby acknowledged, has granted, bargained, sold, a~iened, released
and confirmed, and by these presents does grant, bargain, sell, alien,
release and confirm unto the said Grantees,
TRACT NO.1
ALL THAT CERTAIN piece or parcel of land situate in the Borough of New
Cumberland, Cumberland County, Pennsylvania, and mOI'e particularly
bounded and described in accordance with the Final Sub-Division plan
of three (3) lots of Westover Gardens prepared by Robert G. Hartman,
Jr., Registered Engineer and Registered Surveyor, which Final Sub-
Division Plan is recorded in the Office of the Recorder of Deeds in
and for Cumberland County, Pennsylvania, in plan Book 51, Page 121, as
follows, to wit:
BEGINNING at a point at a corner of land now or late of Florence E.
Robinson and Carl E. Robinson on the line of land now or late of Nancy
C. Schaffer, said point also being the corner on the line between
Tract #1 and Tract #2 of said Nancy C. Schaffer, said point being
referenced and located the following two courses and distance from the
intersection of the eastern right-of-way line of Warren Street and the
southern right-of-way line of Haldeman Avenue, (1) by said eastern
line of Warren Street, South forty-two (42) degrees twenty-three (23)
minutes thirty-seven (37) seconds East, a distance of one hundred
fifty-three and four one-hundredths (153.04) feet, and (2) by the line
-2-
of said Robinson and Schaffer North forty-seven (47) degrees thirty-
six (36) minutes twenty-three (23) seconds East, a distance of one
hundred fifteen and no one-hundredths (115.00) feet; thence from said
point of BEGINNING, by the line of said Nancy C. Schaffer (Tract #2),
North forty-seven (47) degrees thirty-six (36) minutes twenty-three
(23) seconds East, a distance of forty-six and forty-one one-hun-
dredths (46.41) feet to a point on the line of lands now or late of
Homestead Service Corporation and Garland Homes, Inc.; thence said
line South fifty-six (56) degrees twenty(20) minutes thirty-seven (37)
seconds East, a distance of seventy-two and sixteen one-hundredths
(72.16) feet to a point; thence South forty-seven (47) degrees thirty-
six (36) minutes twenty-three (23) seconds West, a distance of sixty-
three and eighty one-hundredths (63.80) feet to a point at the corner
of the land now or late of Florence E. Robinson and Carl E. Robinson;
thence by said land of Florence E. Robinson and Car: E. Robinson,
North forty-two (42) degrees twenty-three (23) minutes thirty-seven
(37) seconds West, a distance of seventy and no one-hundredths (70.00)
feet to a point, the place of BEGINNING.
SAID tract contains 3,857.21 square feet or .09 acres.
BEING the same premises which Garland Homes, Inc., a Pennsylvania
corporation, by deed dated December 1, 1986, and recorded December 22,
1986, in the Office of the Recorder of Deeds in and for Cumberland
County, Pennsylvania, in Deed Book J-32, Page 903, granted and con-
veyed unto Carl E. Robinson and Florence E. Robinson, husband and
wife. Carl E. Robinson died July 27, 1995, thus vesting title in
Florence E. Robinson by operation of law.
TRACT NO.2
ALL THAT CERTAIN piece or parcel of land situate in the Borough of New
Cumberland, County of Cumberland and Commonwealth of Pennsylvania,
more particularly bounded and described as follows, to wit:
BEGINNING at a point on the easterly line of Warren Street, said point
being at a distance of one hundred fifty-three and four hundredths
(153.04) feet measured in a southerly direction from Haldeman Avenue;
thence North 48 degrees 13 minutes East, one hundred fifteen (115)
feet to a point; thence South 41 degrees 47 minutes East, seventy (70)
feet to a point on the line of Lot No.5, Sectior, "G", on the Plan of
-3 -
Westover Gardens; thence by the last mentioned line South 48 degrees
13 minutes West, one hundred fifteen (115) feet to a point on the
easterly line of Warren Street; thence along Warren Street North 41
degrees 47 minutes West, seventy (70) feet to a point, the place of
BEGINNING.
BEING Lot No.4 and the southerly ten (10) feet of Lot No.3, Section
"G", on the Plan of Westover Gardens, said Plan being recorded in the
Cumberland County Recorder's Office in Plan Book 3, Page 50.
HAVING THEREON ERECTED a single two story brick dwelling house, No.
1725 Warren Street, New Cumberland, Pennsylvania.
BEING the same premises which Florence E. Robinson and Carl E. Robin-
son, her husband, by their deed dd.i:eci April 1, 1980, and recorded
April 30, 1980, in the Office of the Recorder of Deeds in and for
Cumberland County in Deed Book Y, Vol. 28, Page 142, granted and
conveyed unto Florence E. Robinson and Carl E. Robinson, her husband.
Carl E. Robinson died July 27, 1995, thus vesting title in Florence E.
Robinson by operation of law.
TOGETHER with all and singular the buildings, improvements, ways,
streets, alleys, passages, waters, water-courses, rights, liberties,
privileges, hereditaments and appurtenances whatsoever, thereunto
belonging or in any wise appertaining and the reversions and
remainders, rents, issues and profits thereof, and all the estate,
right, title, interest, property, claim and demand whatsoever of her,
the said Florence E. Robinson, at and immediately before the time of
her decease, in law, equity, or otherwise howsoever, of, in, to or out
of the same.
-4-
TO HAVE AND TO HOLD the said lot or piece of ground above de-
scribed, with the buildings and improvements thereon erected,
hereditaments and premises hereby granted or mentioned, and intended
so to be, with the appurtenances unto the said Grantees, to and for
the only proper use and behoof of the said Grantees, forever.
And the said Grantor, for himself and his respective heirs,
executors and administrators, does covenant, promise and agree to and
with the said Grantees, their heirs and assigns, that he, the saic
Grantor, has not heretofore done or committed any act, matter or thing
whatsoever whereby the premises hereby granted, or any part thereof,
is, are, shall or may be impeached, charged, or encumbered in title,
charge, estate or otherwise howsoever.
IN WITNESS WHEREOF, the said Grantor has hereunto set his hand
and seal the day and year first above written.
'\ ( . [/
7' / V:~-,
\(~' t( {(---,
JON F. LaFAVER, Executor of
Last Will and Testament of
Florence E. Robinson
(SEAL)
the
-5-
COMMONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF CUMBERLAND
2#1)
On this, the .-
day of ~ ' 2001, before me a Notary
officer, personally appeared JON F. LaFAVER,
Public, the undersigned
Executor of the Last W~ll and Testament of Florence E. Robinson, known
to me or satisfactorily proven to be the person whose name is sub-
scribed to the within instrument, and acknowledged that he executed
the same for the purposes therein contained.
IN WITNESS WHEREOF, I have hereto set my hand and notarial seal.
~(Jr ~. ~u_~
Not ry P ic
[ NOTARIAL SEAL
. KAYE R. LUCKEY. Notary Public
I New Cumberland Boro. Cumbelland Co.
I My Commission Expires M1Ilch 'D. 2005
-6-
I hereby certify that the precise address of the Grantee
is
Attorney for
-7-
US SERIES HH SAVINGS BONDS IN THE NAME OF CARL E. ROBINSON A/K/A
CARL EVAN ROBINSON OR FLORENCE E. ROBINSON. THE SAID CARL E.
ROBINSON DIED JULY 27, 1995.
1.$500 Series HH Savings Bond #D2507198HH dated December 1990
2. $1,000 Series HH Savings Bond #M3373216HH dated December 1990
3. $1,000 Series HH Savings Bond #M3373217HH dated December 1990
4. $1,000 Series HH Savings Bond #M3373218HH dated December 1990
5. $1,000 Series HH Savings Bond #M3373219HH dated December 1990
6. $1,000 Series HH Savings Bond #M3373220HH dated December 1990
7. $1,000 Series HH Savings Bond #M3373321HH dated December 1990
8. $1,000 Series HH Savings Bond #M1791318HH dated February 1986
9. $1,000 Series HH Savings Bond #M1791319HH dated February 1986
10. $1,000 Series HH Savings Bond #M1791320HH dated February 1986
11. $1,000 Series HH Savings Bond ~M1791321HH dated February 1986
12. $1,000 Series HH Savings Bond #M1791322HH dated February 1986
13. $1,000 Series HH Savings Bond #M1791323HH dated February 1986
14. $1,000 Series HH Savings Bond #M1791324HH dated February 1986
15. $5,000 Series HH Savings Bond #V610566HH dated December 1990
16. $5,000 Series HH Savings Bond #V610567HH dated December 1990
17. $5,000 Series HH Savings Bond #V610568HH dated December 1990
18. $5,000 Series HH Savings Bond #V610569HH dated December 1990
TOTAL VALUE OF SERIES HH BONDS AS MENTIONED ABOVE
$ 33,500.00
US SERIES HH SAVINGS BONDS IN THE NAME OF FLORENCE E. ROBINSON OR
CARL E. ROBINSON. THE SAID CARL E. ROBINSON DIED JULY 27. 1995.
1. $500 Series HH Savings Bond #D1016212HH dated March 1984
2. $500 Series HH Savings Bond #Dl165195HH dated December 1984
3. $1,000 Series HH Savings Bond #M17374529H dated March 1978
4. $1,000 Series HH Savings Bond #M17374530H dated March 1978
5. $1,000 Series HH Savings Bond #M1427530HH dated December 1984
6. $1,000 Series HH Savings Bond #M1427531HH dated December 1984
7. $1,000 Series HH Savings Bond #M327192~HH dated September 1990
8. $1,000 Series HH Savings Bond #M3271922HH dated September 1990
9. $5,000 Series HH Savings Bond #V331799HH dated March 1984
10. $5,000 Series HH Savings Bond #V331800HH dated March 1984
11. $5,000 Series HH Savings Bond #V331801HH dated March 1984
12. $5,000 Seriec IIH Savings Bond #V609488HH dated Scptc~ber 1990
13. $10,000 Series HH Savings Bond #X211283HH dated December 1984
14. $10,000 Series HH Savings Bond #X383082HH dated Sept. 1990
15. $10,000 Series HH Savings Bond #X383083HH dated Sept. 1990
16. $10,000 Series HH Savings Bond #X383084HH dated Sept. 1990
TOTAL VALUE OF SERIES HH BONDS AS MENTIONED ABOVE
$67,000.00
~ Prudential
Raymond G. Woods Jr., CFP
Senior Vice PreSident - Investments
Michael F. Howard, CFP
Financial Advisor
Prudentiel Securities Incorporeted
3 Lemoy"e Drive
Lemoy"e. PA 17043
P.O. 80x 7, Camp Hill, PA 17001.9852
ToI717761-7344 800 468-8685
Fax 717 975-8426
~
CFR
Shelly A. Weibley
Registered Assistant
P. Jay Nevel
Client Service Assistant
February 27, 2001
Stone LaFaver & Shekletski
Attn: David Stone
414 Bridge Street
PO. Box E
New Cumberland, PA 17070
RE: Estate of Florence E. Robinson
Dear Mr. Stone:
Enclosed please find the information you requested on the above referenced estate
account. Mrs. Robinson had two accounts with us at the time of her death, a regular retail
account in her name only and a retirement account. I have attached two spreadsheets with
the entire cost basis for both accounts.
Should you require any additional information on these accounts, please do not hesitate to
contact our office.
_ 1,."
~:;tJ~iJ/
~Betsy F. W bb
Client ServIce Assistant
Date of Death Value
tor
Florence E. Robinson Retail Account
1/12/2001
Quantity Security Description/Cusip or Symbol Date of Death Value
15000 CD BK & TR 5.75% 7/2/2001 CD-N035 $15,000.00
15000 Bank New York 6.60% 2/15/2011 06406JAH8R $14,364.98
300 Blackrock NA Gvt BNA $3,018.75
559 Delphi Automotive Svstems DPH $7,721.19
2200 Drevfus Strono Muni Bond Fund DSM $19,525.00
40 Electronic Data Systems EDS $2,202.50
6014 First Aus/Prime Income Fund FAX $25,980.48
11000 CD First USA 7.10% 2/23/2005 33745341 H31 $11,000.00
577 Fulton Fincl Corp FULT $12,802.19
800 General Motors Corp GM $42,300.00
36 General Motors Corp CI H GMH $862.20
5365.674 Kemper US MtQe KUMAX $37,023.15
1000 MFS Inter Income , MIN ~6,fl1 ?50
10 UTS MITF 96 626237572R $2,371.30
10 UTS MITF 126 626238794R $2040.10
7 UTS MITF PA 202 62624A251R $7,076.09
400 PP & L Corp PPL $14,375.00
25 UTS PA IMIT 104 70884B521 R $3,75~
10 UTS PA IMIT 131 70884C321 R $1,21~
20 UTS PA IMIT 145 70884C602R $1,3Ej'r.60
10 UTS PA IMIT 149 70884C685R $8,532.10
5 UTS PA IMIT 155 70884C800R $4,807.Z~
4 UTS PA IMIT 221 70884E566R $4,109.80
11 UTS PA IMIT 225 70884E640R $10,945.00
3334.71 Pru Muni Fd Class A PMPAX $34,614.29
3999.46 Pru Muni Fd Class B PBPAX $41,514.40
1500 Pru Int'l Bond A GGPAX $9,225.00
57 Ravtheon Co Class A RTNA $1,685.06
1600 UGI Corp UGI $37,600.00
600 Van Kampen Am Cap VAP $9,375.00
657 Van Kampen Am Cap PA VM VPV $8,828.44
8964 Pru Moneymart Assets PBMXX $8,964.00
TOTAL $411,011.12
Date of Death Value
for
Florence E. Robinson IRA Account
1/12/2001
Quantity Security Description/Cusip or Symbol Date of Death Value
1093.963 Aim Charter CHTRX $16,409.45
5000 Bank New York Mtn 6.60% 2/15/2011 06406JAH8R $4,788.33
4000 FNMA Rem 9401UU 6.5% 1/25/2014 31359F4A3R $3,018.75
1759 First Aus/Prime Income Fund FAX $7,598.88
15000 Marean Stan OW 6.3% 2/25/2008 61745ELQ2R $19,525.00
2000 Pru Sec PS 017S 7.5% 12/25/2021 74436GCP6R $2,023.13
823 Pru Monev Market PBMXX $823.00
TOTAL $54,186.54
ti/
THEVanguarck,ROUP,
STONE LAF AVER & SHEKLETSKI
A TTN DAVID H STONE
414 BRIDGE ST
NEW CUMBERLAND, P A 17070
March 21,2001
Wellington Fund
09873602474
Dear Mr. Stone:
We are responding to your letter requesting the vu;"t, uf (he above referenced account. As of
January 12,2001, the number of shares, the price per share, the value ofthe account, and the
accrued dividends (if applicable) were as follows:
Fund
Shares
Price
Value
Wellington Fund
1,067.957
$27.90
$29,796.00
Accrued
Dividends
$0.00
To transfer the account, please send us the certificate representing 733 shares which are
issued from your account. The certificate should not be endorsed; however, it should be sent
by registered mail to the following address:
THE VANGUARD GROUP INC
455 DEVON PARK DRIVE
WAYNE PA 19087
Jon LaFaver as executor needs to complete the enclosed transfer form. This form will
provide the new registration information and certify the Social Security number for the new
account. This form will also let him choose options for the new account.
Mr. LaFaver must sign the form in section #3. Ifthe account will not be transferred to the
estate, his signature must be guaranteed. All new account owners must sign the form in
section #9.
I\H Uiii~,-, H'l.'.: .e(lOO, \'~\]k.\- l"llr,!..':c, Pl'nrl>\-k.,lli~1 j<)~~>2()CO
(llO-llllq-iO',)C . 'Sww.\~\r\:::\L\h\.,-'\)nL
. A signature guarantee verifies a signature. Most commercial banks, savings
banks, credit unions, trust companies, or member firms of a U.S. stock
exchange offer this service. A Notary Public cannot provide a signature
guaran tee.
. For a signature guarantee to be valid, it must appear in the following format:
"Signature(s) Guaranteed"
By (Signature & Title)
Institution's Name
Once we receive this transfer form in good order, we will promptly comply with your
request.
If you have any questions or need further assistance, please contact a member of our
Transition Specialist.Team at 1. RR8.737-9045. A dedicated Transition Specialist will b~
pleased to assist you.
Sincerely,
Client Services Department
kgw
Enclosure(s): Vanguard Change-of-Ownership
00570157
!) allfirst
AUfirst Financial Center N..'\..
P. O. Box 900
Millsboro, DE 19966
February 15,2001
Stone LaFaver & Shekletski
Attorneys At Law
414 Bridge Street
Post Office Box E
New Cumberland, PA 17070
RE: Estate of Florence E. Robinson
Date of Death: January 12, 2001
Social Security Number: 181-32-5197
Dear Mr. Stone:
In response to your request, please be advised that at the tune of death, the above-
named decedent had on deposit with this bank the following accounts.
1. Account Type........................... Certificate of Deposit
Account Number.................... ... 87008140630217
Ownership (Names of).............. Florence E. Robinson
Opening Date........... ...... ... .......01/03/97
Balance on Date of Death... .... ..$10,000.00
Accrued Interest
$
18.84
Total........... ......... ..... .,. ...... .....$1 0,018.84
This letter does not include any accounts in which the deceased may have been listed as power of attorney,
custodian of uniform transfers, representative payee, or trustee under a written trust agreement.
For any additional information on these accounts, please contact our branch at:
344 South 10th Street
Lemoyne, PA 17043
Phone: (717) 737-3322
Sincerely,
(/lft1it1lL iJC{;C~(#t
Charlene Warrington, Assistant III
(302) 934-2722
FUlton Bank
PO BOX 4887 . LANCASTER, PA 17604
People dedicated to your success. ~
(717)291-2589
WWWFULTONBANK.COM
1-800-FULTON-4
February 13,2001
David H. Stone
Stone, LaFaver & Shekletski
414 Bridge St. PO Box E
New Cumberland, PA 17070
Dear Mr. Stone:
RE: Florence E. Robinson, deceRsed January 12, 2001
In response to your recent inquiry concerning the accounts maintained in the name of
the decedent, please be advised that the following accounts were open at the date of death:
Money Market #9903-70122, open 12/28/94, balance $8,456.28
and accrued interest $5.20; paying 1.5%, in her name only.
CD#
052-0102130
*in her name only
052-011 t644
*in her name only
052-0111708
ljcin her name only
052-0120961 10,000 t2.99 6,77 7/5/00 nla 1/5/02
'joint with Timothy D. Pierson ($5,000 of this account was opened with funds from a previously held joint
CD which opened 7/1/98)
523-000498 10,000
*in her name only
523-0017047
*in her name only
523-0030211
*in her name only
BALANCE
10,000
ACC
INT
16.51
RATE
6.02
OPEN
7/2/99
ROLL OVER
10/2/00
MATURITY
1/2/02
5,000
12.99
5.92
9/27/99
nla
9/27/02
15,000
54.88
6.06
10/21/99
n1a
4/21/03
38.26
6.06
11/20/96
11/20/00
11/20/04
10,000
29.73
6.02
7/25/97
nla
1/25/01
20,000
71.46
6.2
8/22/97
8/22/00
8/22/03
If you have any further questions, please do not hesitate to contact me.
Very truly yours,
C\I\\~\t~ tN\\J~
Christine Putt Smith
Credit Confirmation Processor
MAR-14-2001 09:00
PNCBANK CIF DEPARTMENT
412 705 0057 P.01/03
~PNC'BAN<
Decedent Reporting
Firstside Center
P7-PFSC-4-F
500 First Avenue
Pittsburgh, PA 15219-3128
/SCP
March 13,2001
David H. Stone
414 Bridge Street
P.O. Box E
New Cumberland, P A 17070
RE: Estate of Florence E. Robinson, Deceased
SSN: 181-32-5197
DOD: 1112/2001
Dear Mr. Stone:
Please find the date of death balances you have requested listed below.
CERTIFICATES OF DEPOSIT
#31800119856
Established 02/20/1998
FLORENCE E ROBINSON
DOD Balance: $10,000.00 + $39.98 accrued interest
#31500167082
Established 10/06/1999
FLORENCE E ROBINSON
DOD Balance: $15,000.00 + $21.63 accrued interest
#21001017469
Established 01116/1991
FLORENCE E ROBINSON
DOD Balance: $7,000.0 + $27.52 accrued interest
Page 1 of3
A member of The PNC Financial Services Group
PNC Bank. NA Pittsburgh Penns'fll,lonia 15265
MAR-14-2001 0g:00
PNCBANK ClF DEPARTMENT
0PNCBAN<
#21001017522
FLORENCE E ROBINSON
DOD Balance: $15,000.00 + $21.37 accrued interest
#21001017547
FLORENCE E ROBINSON
000 Balance: $10,000.00 + $36.47 accrued interest
#31400053350
FLORENCE E ROBINSON
DOD Balance: $10,000.00 + $47.67 accrued interest
#31000063011
FLORENCE E ROBINSON
000 Balance: $15,000.00 + $42.21 accrued interest
#31500094653
FLORENCE E ROBINSON
DOD Balance: $10,000.00 + $8.38 accrued interest
CHECKING ACCOUNT
#5140053262
FLORENCE E ROBINSON
000 Balance: $10,789.75 + $2.21 accroed interest
SAFE DEPOSIT BOX
#741B
CARL E ROBINSON
FLORENCE E ROBINSON
Page 2 00
A membrr of The PNC Finandal Services Group
/'Nt Bank N.A. Pittsburgh Pennsylvania 15265
412 705 0057 P.02/03
Established 04/05/1993
Established 061]6/1994
Established 08/20/1996
Established 10/30/1996
Established 07/08/1997
Established 12/0111968
Established 12/01/1968
.MRR-14-2001 09:00
PNCBRNK CIF DEPARTMENT
412 705 0057 P.03/03
~PNCBAN<
Located:
NEW CUMBERLAND BRANCH
331 BRIDGE STREET
NEW CUMBERLAND P A 17070
Our office only provides date of death balmces for IRA's, CD's, Checking and
, Savings accounts. We do ~ Financial Transactions ell" Statement Orders. For
Further information please call1-8004-BANKER or 10111' local PNC Branch and
ask to speak with a Financial Services Representative.
Sincerely,
~~~
Rachelle Sciullo
1-800-762-1775
Page 3 oD
A member of The PNC Financial Serviees GtOUP
PNC Bank NA Pittsburgh Pennsylvania 15265
TOTRL P.03
m1M&rBank
July 13,2001
RE:
Estate Search
The Estate of:
Date of Death (0.0.0.)
To Whom It May Concern:
FLORENCE E ROBINSON
1/12/2001
Identified below is the account information requested.
I. M&T Bank accounts in which the decedent's name appears:
Account
Type
Account Number
SAY
CD
CD
CD
CD
CD
CD
15004200023353
31003910174679
31003910459245
31003910658334
3\ 003911170262
31003911170270
31003910704616
Account Title
FLORENCE E ROBINSON
FLORENCE E kOBINSON
FLORENCE E ROBINSON
FLORENCE E ROBINSON
FLORENCE E ROBINSON
FLORENCE E ROBINSON
FLORENCE E ROBINSON
Opening Branch
D.O.D.
Balances
(Includes Accr.
Int.)
$26,692.46
$10,028.15
$5,006.74
$10,039.15
$15,064.83
$10,041.61
$5,020.09
4320
4320
4320
4320
4320
4320
4320
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Owed
Account Description
NO Safe Deposit Box titled in the Decedent's name existed at our office.
Accrued Interest
$9.91
$28.15
$6.74
$39.15
$64.83
$41.61
$20.09
If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely,
M&T BANK CORPORATION
BY: c9[{.A__A)_f.A~~ c~/....A--<.-'ifT
Authorized Signature
DATE: f - (>-0 I
Manufacturers and Traders Trust Company. 1100 Wehrle Drive, F'o. Box 767, Buffalo, NY 14240-0767
CLAUDE C. WOLFE & ASSOCIATES
AUCTIONEERS & APPRAISERS
FAMILY OWNED SINCE 1912
2009 LINCOLN STREET. CAMP Hill, PA 17011
717-761-2763
February 9, 2001
Appraisal for the Estate of Florence G. Robinson
1725 Warren Street, New Cumberland, PA 17070
LIVING ROOM
Pair of end tables
Pair of green and white table lamps
Sofa
Coffee table
Pink colored occasional chair
50.00
12.00
25.00
7.00
5.00
Drop leaf end table
2 Magazine racks
Walker
Zenith console tv
Mahogany slant top desklbookcase - serpentine drawers
35.00
3.00
1.00
125.00
450.00
2- Tiered end table
Crystal table lamp
Panasonic radio
Blue colored recliner
Converted tv cabinet
10.00
5.00
1.00
20.00
50.00
Chippendale mirror
Misc. figurines
Oreck upright vacuum cleaner
Shovel
Painting
30.00
10.00
85.00
1.00
25.00
Ship painting
Vase
Winter Scene print
Foot spa
Misc. contents of living room
5.00
3.00
8.00
3.00
12.00
CLAUDE C. WOLFE & ASSOCIATES
AUCTIONEERS & APPRAISERS
FAMILY OWNED SINCE 1912
2009 LINCOLN STREET' CAMP HILL, PA 17011
717-761-2763
Robinson appraisal
Page 2 of 6
THIRD FLOOR
Slant top desk
Luggage
Chair with rush seat
End table/stand
Bookcase
Sewing notions
Misc. books
Pitcher (cracked)
Brass floor lamp
Table lamp
Folding stand
Pair of settee'slsingle beds
Bed linens
Trash can
Clock
Misc. contents of third floor
SECOND FLOOR REAR BEDROOM
3-Piece Mahogany bedroom suite
Trash can
Chair with seat chair
Small Pennsylvania House 3-drawer cabinet
Misc. costume jewelry
Jewelry boxes
Table lamp
Lloyds AM/FM/cassette player
Rugs
135.00
5.00
20.00
5.00
15.00
2.00
5.00
10.00
8.00
3.00
4.00
100.00
5.00
1.00
1.00
10.00
300.00
1.00
5.00
20.00
50.00
5.00
1.00
7.00
5.00
CLAUDE C. WOLFE & ASSOCIATES
AUCTIONEERS & APPRAISERS
FAMILY OWNED SINCE 1912
2009 LINCOLN STREET' CAMP Hill, PA 17011
717-761-2763
Robinson appraisal
Page 3 of 6
HALL
Linens
FRONT BEDROOM
4-Piece bedroom suite
Binoculars
Chair with rush seat
Trash can
Misc. linens
Throw rugs (3) Oriental style
White table lamp
Table lamp
Telephone
Old cameras
Misc. contents of bedroom
DINING AREA
1. Haviland svc/8 dinnerware
Cruets (2)
Pedestal cake plate
Misc. crystal in china cabinet
Atmos glass enclosed clock
7-Piece dining room suite
Trash can
Oval end table
Remote telephone
Misc. contents on top of buffet
5.00
295.00
15.00
,,;).00
1.00
5.00
75.00
2.00
2.00
1.00
3.00
5.00
400.00
8.00
45.00
25.00
20.00
250.00
1.00
20.00
8.00
10.00
CLAUDE C. WOLFE & ASSOCIATES
AUCTIONEERS & APPRAISERS
FAMILY OWNED SINCE 1912
2009 LINCOLN STREET. CAMP Hill, PA 17011
717-761-2763
Robinson appraisal
Page 4 of 6
DINING AREA - continued
Chair with needlepoint seat
Black planter
4-Piece Roseville set - Magnolia
Sterling silver pedestal candy dish
National svcl8 silver plated flatware
Misc. COlllen,s on top of dining room table
Mirror on wall
KITCHEN
Kitchen Aid
Misc. everyday dishes
Trash cans
Clock
OFFICE
Bookcase
Oak rocking chair
Large desk
Secretary chair
Typewriter
Calculator
Globe
Telephone
Metal cabinet
Hitachi portable color tv
Scale
Credenza
Exercise bicycle
Table camp-like stove
Pair of cat figurines (broken)
20.00
5.00
450.00
15.00
100.00
75.00
45.00
100.00
5.00
1.00
2.00
35.00
65.00
25.00
12.00
2.00
8.00
5.00
1.00
60.00
40.00
2.00
30.00
2.00
5.00
5.00
CLAUDE C. WOLFE & ASSOCIATES
AUCTIONEERS & APPRAISERS
FAMILY OWNED SINCE 1912
2009 LINCOLN STREET. CAMP Hill, PA 17011
717-761-2763
Robinson appraisal
Page 5 of 6
OFFICE - continued
Sewing machine
Tank type vacuum cleaner
Octagon stand
Misc. contents of office
GARAGE
Coat/hat rack
Misc. contents of garage
LAUNDRY
Rheem upright freezer
Metal shelving
GE washer
Speed Queen dryer
Kitchen stool
Ironing board
Misc. contents of laundry
OUTSIDE
Patio furniture
ENCLOSED REAR PORCH
2-Piece wicker settee & chair
Tables (2)
Electric broom
Misc. tools
RoseviIle hanging planter
Misc. contents of porch
12.00
10.00
8.00
25.00
12.00
100.00
50.00
5.00
80.00
60.00
2.00
2.00
25.00
75.00
60.00
20.00
1.00
5.00
50.00
5.00
CLAUDE C. WOLFE & ASSOCIATES
AUCTIONEERS & APPRAISERS
FAMILY OWNED SINCE 19/2
2009 LINCOLN STREET' CAMP HilL, PA 17011
717-761-2763
Robinson appraisal
Page 6 of 6
APPRAISAL TOTAL $ 4,642.00
This Fair Market Value appraisal is true and correct to the best of my ability as an
auctioneer and appraiser with 35 years experience.
Member: Certified Appraisers Guild of America
CLAUDE C. WOLFE & ASSOCIATES
W. K. Dusty Chapman, CAGA
,---- -- ------
l\. I).S_ DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
Abstract Land Associates, Inc.
3912 Market Street
T- ---- - - ----- - - - Form Approved OMS_No. 2502~0265
lB. TYPE OF LOAN - .,.....u -.
{ Ci FHA .- '2.D FMHA 3. IXI CONV. UNINS.
14:.~:1 VA _ _ 5",:1 CONV. INS"
I 6. ESCROW FILE NUMBER: 7. LOAN NUMBER:
00014612-001 NJT 3673886
Camp Hill, PA 17011
FINAL
6. MORTGAGE INSURANCE CASE NUMBER:
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown
Items marked "(P. 0. G)" were paid outside the closing; they are shown here for informational purposes and are not included in the totals.
D. NAME OF BDRROWER: Brennen Deamer and Michelle Deamer
ADDRESS OF BORROWER:
E. NAME OF SELLER:
Estateo! Florence E~RobTnson-' --
ADDRESS OF SELLER:
F. NAME OF LENDER:
Market Street Mortgage Corporation
ADDRESS OF LENDER: P.O. Box 22128
Tampa, FL 33622
G. PROPERTY LOCATION: 1725 Warren Street
New Cumberland, PA 17070
Cumberland County 26-0541-005
Westover Gardens, Map Book 51, Map Page 121
H SETTLEMENT AGENT: AbstraCt Land Associates, Inc.
PLACE OF SETTLEMENT: 3912 Market Street, Camp Hill, PA 17011
I. SETTLEMENT DATE: 511112001 PRORATION DATE: 5/11/2001
J. SUMMARY OF BORROWER'S TRANSACTION ' K. SUMMARY OF SELLER'S TRANSACTION
!100,GRoss'AMoUNT DUEFRoMBORROWER:.::'::T:-:C::"oo:ij~bssAiliiouNTjjUE'tPSEL~ER!I;;:mli:,,:::U:::i::::::m;;::::)i;_;;I:mC0I;;:I:
,- :;'()1'.--Co~t~a(;t"Sales--Prire--~------------'---- 117,000.00 40 l~~;;cts;i~s Price I 117,000.00
102. Personal Property 402. Personal Property - T--
103. Settlement charges to Borrower (line 1400) . 4,671.36 403.
104. 404.
105. 405.
ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE:
106. CitylTown Taxes
107. County Taxes
108. Assessments
109. School Tax
110. Trash
05111101
10 12131101
05/11/01
to
12/31/01
277.21
05/11/01
05/18/01
05/18/01
146.68
16.61
10.19
117,452.69
::c,;-::>,,:,:__:
nili',):,
;?,!;i-h<>:.!
H"~'("&1k.--"""" "..
"d, __ __ ,_ __"_ ~_ _
. 9',439.26
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
~~~: ~~~:t~~~~:sxes j_:~~~~~~:~~~:easxe~ \ ----
212. Assessments i 512. Assessments - -r-- --- ----
~~~'___J~~;~~~ F -=: ---
~~I ~~
216. ' 516.
~7. ~~
216. 516.
219. 519.
_ __ _ ___I- __________ _______. __ ____ _ _ ____ _ ,,_______ _ _ m"_ ____________" _ _ _ _ _ , _ _ ___ ,_____
220. TOTAL PAID BYIFOR BORROWER , 105,300.00 , 520. TOTAL REDUCTIONS IN AMOUNT DUE SEL~ER: I 9,439.26
[300':::g!\~~C,~Ill~:r:T~~M~~!:j:~~ITP'_~OR!t~~E~;lj'i!:,j!~\~Aj:\0jij\~ii\IW~F~O~!tJ:!\.t:,~Ent;l;Ml;f.!Tl.T\ill~~P~\~l;~~~~:iI~
301. Gross amount due from Borrower ( line 120) . j 122,324.05 . 601. Gr~~s am~:,~_~~~ t~_~~II~r Jline ~~O~ _______ ____ --l- 11_7:~52.69
302. Less amount paid bylfor Borrower ( line 220)! .105,300.00 602. Less reduction in amount due Seller (line 520): 9,439.26
303.CASH(~,FROM) ( r" TO)BORROWER:'j 17,024.0S 603. CASH (IJFROM) ( l2<I TO)SE~LER i 106,013.43
11~6.;f~!~SS.6S~~~1~\?~~;S.~~~c~!~j~'illi\1;1~i;~i1i-,'.-' r..'. .......;,; 'i"i;iVl;'!'i\0ft;;';';!';;~~~ij-;~i'~(.~~~i~~~i~;~~.I.ftii@Q~!;lli)~;~~~.TI~ll",,;,: '."
BASED ON PRICE$ 117,0.0.0..0.0. @ 7.0.0.0.0;;-;; $8,190..0.0. \ PAID FROM PAID FROM
DIVISION OF COMMISSION (LINE 700) AS FOLLOWS, BORROWER'S SELLER'S
70.1. $ 4,120..0.0. to PrudentialThompson-Wood R.E. -~.~ --~ . ~-..~ -- ~-- -; FUNDS AT FUNDS AT
77o.o.24'~ $ 4,0.70..0.0. to RelMax Really~ Associates ~_._....=._~__..' . _ -- -_-= _.-- ~ - _ ~ ~_ SETTLEMEN~_ SETTLEMENT
703. Commission paid at settlement __. _ 8,190.0C
----
"...".....".--......'-' ...__._...___.w_._._._.."...,.__.__..___....__~___.,"_._.___-.-.,."---..----.-.,.-.-.___.~_.._~_~'__._._.."_.".,--~,.,.,..--,_.,.,..-,--....,.,'""----..._----~-'~='"~''=-'.,.,
,,..,,-~'''''''";:r,,.T''''''....-
180.0.. ITEMS PAYABLE IN CONNECTION WITH LOAN:...... . '.' ....... ..... .~.i....Fi...........F.:...:.:?;'ii;ii.'il".,..F.
801. "Loan Origina't(on Fee ,,---- - .... .-- 0/0'- --_.__._~ -- - ~_~-'--'_4-__.........v_. ._~~_~"",,__~____._.__.~':"'4__'--'_"'_~"' .-. ._~~~
802. Loan Discount Fee .5000 % to Market Street Mortgage Corporation I 468.00 i
803. Appraisal Fee to:
::: ~:~:~~!~~~:~~~::::Plicati:;ee~o:--n - -nn~n._~--=~ "._=~=~~=~==<_I=~--=-=-- ~ ~_=-n_
807. Assumption Fee _____ ____ _ ____. _____._____.__________________________.1__ _ ____ __L
808. Document Preparation Fee to Market S~reet Mort~~g~_g?rpo~!!?~ ____.______ __L______ _~50.00_'
809. UndelWriting Fee to Market Street Mortga~~ Corporation ____\, ____ ______ 75 00 1
810. Flood Certifi-cation Fee to Market Street Mortgage Corporation 1__ 16.00
811. USee attached for breakdown 5875 ,
L:~~:~:~~~f~~~~.I~~b ~~/~~~~~::~~~~~:.INAb~~~;ge~:~y % ( days) ~ iLiC'.'.i~Im1~~~~~I:m~ii;lklmj~!'0~;jk;1
902. Mortgage Insurance Premium for Month(s) to
903. Hazard Insurance Prem\um for Years(s} to
, - ;'~:i:
ii.;.;;__.
90.4.
90.5.
11 DOO.....RESERVES t:iEPOsiTEDWITlfLENDER:.i:~.i:.il(:1m\;;;11::,J;';:iJ;1_;_;!?1jiJvm!Wr'~i:i\Ti~::
'1 OOr-Hazar(flnsurance---"~3 months @' $ 21.83 - per month
1002. Mortgage Insurance months@$ per month
1003. City Property Taxes months@ $ per month
1004 County Property Taxes 4 months@ $ 35.44 per month
1005. Annual Assessments months @ $ per month
1006. School Tax 12 months@$ 89.21 per month
100.7. .~ months @ $. per~month~
1008. Aggre-ga.h~'Aca:-Adj. _nn_ months-@-$' ----------per monTh---------
111 DQ,1ITL~.GH,o.R(lES;~pi~i~;ii!b.!i"ll
1'1"O-f:.'Settle'mentOr closing fee
1102. Abstract or title search
1103.- Title examination
1104. Title insurance binder
1105. Document preparation
1106. Notary fees
1107. Attorney's Fees
(includes above items numbers; _____ _____ __~---- _n_____1
1108. Title Insurance to Abstract Land Associates, Inc. 913.75 :
~ ~~~. ~:::;.: :~~:::::~s above ilT numbers 1 ~~:~~~~~ ~~ ~~_~~=-~~=-~~__~ -_ ~~ ___
~~~~:~~:~~~~::~:~v~~:~~-8.1 -:~- ~:::;:~t~~~~~:~~:::::: :~f~~ ~===~=~~-~. -----~~l =-1~~'~~f-~--
1113. .......'....-:..-.".:.,'.1..-,-.].:-:-...:'"....,:.....r.."....:.'.'.-:..'.. ..:r;....-:..:.....,::"......:.~.!:,...:.....i.:;.:.:,_..,.~..,:rL<.='....;::..'..l.:.:r,...i''"'..0=..'.__.:.^..,..
.:F......i.....1.i.r.....;i.__.;:.'.!.i"'.......i.q...'.,;.ffi~\;t0\. :1:.!~\1i1l;~pi..."'.',,-'__h.~,W'W"TJE~r.,\~i\,:_-.:,;r:.','.!.-.'..:f..:.;".'-:...:.::.]
12DO.GOVERNMENtRECbRbIN'GANbtRANSf'ElfCHARGES:.,'j" ::--,i"!'i:!jUi.f ....".. ..f' .' .'.'..' "'"__w'.::,' :..'
L. _ _____<______ ,i;"; ..._ ____.;.-"-_.._-'.___.~____._.-'-_.._.....:....,_:___.~-"-~~____.._.~~__~~:.._~.:......:....__.___,... _ -,,___~__:-,-,,",--,-':"'_____.....:.."___.~';;"
'-oj-__.___,-____: ---.- -, ,- 'i'_'::_ &-:: :':1':'- _ ."'.-',;;,l
120.1. Recording Fees: Deed $ 27.50. Mort9age $ 51.50. Release $ 79.0.0.
120.2. City/County tax/stamps Deed $ 1,170..00. Mortgage $ 1 170. 0.0.
120.3. State lax/slamps Deed $ 1,170..0.0. Mort9age $ ~' .._._-j
120.4.
--------..-
120.5.
[~~;:A!ji)IT10",A.'~E'IT~liMEfIT:l:HARGE~;'.~;:~'.i~h,!]i~A!j;:iil,,'Iiiir,i'li]i!' ;"( ,
mt ~~~~~:~!~~2:~~~~~i:nDr ~:~~~1~'~r;~e:;It~f~t;~' ~. ~~ -- -- :_=~=-~~-~--~ -jn~l~- . _ __ =-
130.5.
130.6. Trash (Apfll.June) to NewCuniberland Bore Office 35.6(
1307: USee attached for breakdown i---- f-- - - - 43.6~
140.0.. TOTAL SETTLEMENT CHARGE~ (iE-nter on line 163:~ecjjorij~"-nd :1' ie 502, SecUo~ K)-----=-;;;~--C~= 4.87n~ _ ~ ~.43~.2€
I have carefully reviewed the HUD-1 Settlement Statement and to the best of ~ny knowledge and belief, it is a true and accurate statement of all receipts and
Disbursements made on my account or by me in this transaction. I further certify that I hay . ived a copy ofthe HUD-1 Settlement Statement.
~&r~.A?f;/;-M
141.76',
1,0.70..52 .
to Settlement Officer
i
2566 I
1,170..0.0.
~~~.
Bren en Deamer
t!Ji~1f!:t-f !;pm'l,0
Borrowers
nt which I. have prepared is a true and accurate account of this transaction.
is sjate ent.
Sellers
I h ve caused or will cause the funds to be
--t/
Settlement Agent
Date
WARNING: It is a crime to knowingly make false statements to the United States on this or any similar form. Penalties upon conviction can include a fine
and imprisonment. For details see: Title 18 U.S. Code Section 1001 and SectIon 1010.
t
Escrow Number: 00014612-001 NJT
-HUD 81'\ DETAILED BREAKDOWN OF ITEMS PAYABLE IN CONNECTION WITH LOAN
612,
613.
Description
Tax Service Fee to Market Street tel" :~agf
AssignmenVMERS Fee to Market ~i t M.
Total as show on
, po ration
ge Corporation
JD page 2 Line #811
Buyer
Amount
$56.00
$2.75
$58.75
HUD 1200 DETAILED BREAKDO\'", I OF GOVERNMENT RECORDING AND TRANSFER FEES
Buyer
Amount
Seller
Amount
1202. City & County Tax/Stamps
City Tax/Stamps: Deed $1,170.00
Total as shown on HUD page 2 Line #1202
$1,170.00
Buyer
Amount
Seller
Amount
1203. State Tax/Stamps
State Tax/Stamps: Deed $1,170.00
Total as shown on HUD page 2 Line #1203
$1,170.00
Escrow Number: 00014612-001 NJT
'HUD 1307 DETAILED BREAKDOWN OF ADDITIONAL SETTLEMENT CHARGES
Description
1308. Sewer (Jan-March) to New Cumberland Bore Office
1309. Sewer (April-June) to New Cumberland Boro Office
Total as shown on HUD page 2 Line #1307
Seller
Amount
$21.83
$21.83
$43.66