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HomeMy WebLinkAbout01-0524Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of THERESA MARIA SHIMP No. 21-01-524 also known as THERESA M. SHIMP Deceased Social Security No. 202-20-0530 f etrtiorrer(s), who is/are 18 years of age or oMer, apply(ies) for: (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner is the executor named in the Last Will of the Decedent, dated 8/7/98 and codicil(s) dated State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration (c.l.a., d.b.n.c.t.a.: pendants Ifte; durance absentia; durance miroritate) Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 1781 Kings Arms Court. New Cumberland Lower Allen Township Cumberland County PA 17070 (I~st street, number and munnapaldy) Decedent, then 72 years of age, died Mav 11. 2001, at Holy Spirit Hospital, East Pennsboro Twp Cumberland County PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property ............................................. $ 180.000.00 (If not domiciled in PA) Personal property in Pennsylvania ........................... $ (If not domiciled in PA) Personal property in County ................................ $ Value of real estate in Pennsylvania .......................................................... $ 86.000.00 Total ..........................................................................$ 266.000.00 Real Estate situated as follows: 1781 Kings Arms Court, New Cumberland, Lower Allen Two.. PA Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: or printed name and residence Suzanne Chubb V {~~ ~ 3440 Derry Street PA 17111 Petitioner after a proper search has ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner above-named swears and affirms that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner and that, as personal representatives of the Decedent, Petitioner will well and truly administer the estate according to law. Sworn to and affirmed and subscribed {~~ before me this 31st day of Suzanne hubb MAY 2001. DECREE OF REGISTER Estate of THERESA MARIA SHIMP Deceased No. 21-O1-524 also known as THERESA M. SHIMP Social Security No: 202-20-0530 Date of Death: 5/11/01 AND NOW, JUNE 4 , 2001, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary ^ of Administration (c.t.a.; d.b.n.c.t.; pendenta life; durarrte absentia; durance miradlata) are hereby granted to SUZANNE CHUBB in the above estate and that the instrument(s), if any, dated 8/7/98 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........................... $ 270.00 Register of Wills Short Certificate(s).......... $ 18.00 Renunciation .................. $ Affidavit ( ) ................. $ Extra Pages ( )............ $ 21.00 Codicil .......................... $ G~~~~ 1 JCP Fee ........................ $ 5.00 Attorney:_ Vickv Ann Trimmer Inventory & Tax Forms... $ I.D. No: 49679 Other ............................ $ Address: 3401 North Front Street Harrisburg PA 17110-0950 TOTAL ................ $ 314.00 Telephone:717-232-5000 DATE FILED: ~~/_ Q/ ~ ~ ~~ :261914 1 105.805 RF.V 9/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing, WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 '//J}~ ~ ~ (~J/~,,~ Local. Registrar `~~ P 7298307 MAY 1 ~ 200a No. Date ITEM # (~ 21-01-524 SHOULD READ AS FOLLOWS. /D~ / ~ 2 ~° . 1~~ ~~ ~~~~.~{,rvAJA~_ J Rav 2187 ~~~1 MMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH NAME OF DECEDENT IFew. Midtlls. Law) STdaE fM1E NUMBER '~ Theresa Maria Shimp sEFemale SOCIAL SECURITYNUM6ER 2. ~©~ _ ~ O - ~~ DATE OF OEATH,MCna,, Dak'dw) A()E (last B"+hd•vl UNDER 1 YFAR UNDER 1 DM DATE OF BIRTH E .. I ! ~ ~ Q M4rtlhs r Gays IWU- s TMNUtN ,Mmm. Day 'tort BIfRHPLACE1Counb 1 PLACE OF DEQHICMck onynre--ves ms~rucwrgmvgrn s~Uq 1 ~ Slay a Fp Y HOSP1TAl: 72 Yrs. OTHER: 5. 8/10/29 Harrisburg, PA N ,;,,,,~ E,,,a„wr„mG ~^ Ho^ _ COUNTY of DERH CrtY, BORO, TVVp DF DEATH FACLLT' NAME Ot nq mw~twan RNraerNe ^ (SPecN1 L~ Cumberland EastPennsboro Ttap, L~~ C ry.e wrap and rx"nb81r ~ MMSWDECEDENT OF HISgWIC ORIGNh ' ~ W. I W ~ J 1 f , t ~0,~ 1 lei Nwt4 1M ^ p ~E-Am.rcan Mrtisn. &scR Wnit.. stc. Ne. Yee. apecey Cuban. ICY) DECEDENr•s usuAL occuPATpN ~~. Pu.b Rkan. «<. whit e (Gi.e knddycrk dory dureg rrrcp KWOOF BUSINESSANOUSTRV Ue1S DECEDENT EVER Nd DECEDENT'S EDUCR,ON a t0. pwakinp lNrmnp uN reared) U.S. ARMED FORCES7 MARITAL STATUS-Manyd SURVMND SPtN15E Sales Manager „s. telecommunication 1ee^ No ,~ Eb~ws«arww Ctttlsge """ay<"'~0•""m""• arN..gn,.mab.,,,,„,,, DECEDENr•sMU~B,cADDRESS(s,,..,.c.y~,,,,,.sd,,.~pcgd,) ~cu~Nr,s nasty. ,a. 1 A'~ } ,..never married ,a 1781 Kings Arms Court RESwENCE De ,Ta2•lyee,yeCey„yEYey. Lower A en •mruceary ~a New Cumberland, PA 17070 °i'°'"' h•P. on«~wde) Cumberland '^~~• FRHER'S NAAAE (Fkw. Middle. Law) ,74. CamtY a No, dscedere EeW William Bernard Shimp AAOTMER'S NAAAE (F•w. toddle. '"'aitlan ~)arn,al4rasw "• enev eve a mar ""'0oio INFORMANTS NAME (ryprvww) ,~, Suzanne Chubb '"f T' ~~+E ISk MErNOOOFasPOSrtaN i +t~~`erry ~ . r' r'~~u~.g ) PA 17111 • ~~ ^ ~ ^ c.«npior,~ DATE of asPOSITaN PLACE of asPOSngN - Rpr,ogl4am sttd. ^ ^ IMdrxn. DW. war) 5 / 14 / O 1 «auyr Plan Ntme a Certylery, aelllpety LOCATION • ckyf2,atL Stw, np Com •_~•• ` ConOLite Crematory Schaefferstown, PA 17088. SIGNATURE SER LK:ENSEE OR PERSON ACTING AS SUCH EIS. 21e. LICENSE NUMBER NAME AND ~OfF 2,0. comp4b deny unM+w tMh.ppm •~ 224. S ~f~ 9 L ~PartA~iemore„Inc.NewCumberland, PA 17070 Ptrvehietr r rtes ~ lime d deet4 y y NOOa. +~ red p tM t data and place sated. tyroty tyuwpds eaM TOa) LICENSE NUMBER DAiE SIONEO Newts 2426 rouMMrn,rplsted fly ~' ~ I ~ ~ .OeK wvl OF DEATH ATE LACED DEAD (Month. Day. war) 274. 0•raor, MOPrerreunCN a~ ymY~ •1 MMS CASE REfEARED TO MEDICAL E%AMINEq/CDp~Ra 27. PART 1: EMerNy diseaNe, in uriN Or ~' ~ ~/ M. 26. 1't4 li oZ00 ( ~•~ ~ Ns^ I compacatdry w4ich puasd tM deem Do net eMN the mode of dying, such as cardiac or respirat ~. Wt aW Dry uwe <n eacn Yry. Dry anew, stock a Man lailwe. ; A~ppreyt 4~een PART N: siYM6<ettl <sletAtakt6 b daeM, Out NMIEDNTE CAUSE net Nu4rtpndese, a t'~A ASACONSE V~NC)f ~/` 1 Vr~ /~/U i ~t~ n~'~'~r6 crime pyenn PMT1. SsVuMfMyYSt ta,rtdikons 4. 'rl c-~ ~~/ ~ J~!\Q lG ~1~ ~~ . 'I •r9L Ieedrt6 b erettetfyte DUE W @OR AS A CON.SEWENCE OFl: ' ~ _~ cause. Etwr INOERLYNdD eyelsp'^WY c ~ eN"r• DUE 70108 A.+ACONSEOUENCE t rYYtN n deed) LAST OFI: e r VtAMPLET10Na CAUSE OF OEATMa N [ ~'• IManm. Day war -'~' ~~~~• r1'UVHT A7 WORKT DESCRIBE NDIN IFLIUHY OCCURRED. 1Wre1 , ~ ^ ^ r~ Accimry ^ Perlblig mwwgetgn ^ YN ^ No ^ YN No ~ YN ^ No LkT Suicim ^ CouW nd Da dNerminetl ^ ~ ~ M. PLACE OF INJURY . N fl 2M 2!. urry. Nrm ~ rq, etc.ISpecdvl , wrest. factory, LOCATION ISa ap. C4Wkar. StatN CERTWER IChe<k 'CFATIFYBK2 PMY6ICIAN IPh Ysrcyn ceryyeg ca.rsa d deeN h ~. w en angher p,yycyn,ys P,p~MSO yearn and competed Mein 211 To Yy flap N mY knowlsd6e, 4em occurtW due b tM cause(s) and manner N pstW ................................ SIGNAT OF CE~FIER jj ]) ..................... '-ttt)•10UNCINLi AND CERTIFYUa(i PHV51CIANIR.yvcyn doer yoro„nc,ng ueam ana tend Te Uy lyel p m knpwy Yang 1 t ,use a aeaml Y d6e, a•am «cwr.d at tM ttey gate and l ( // ,4. L R OATS SgNEDIMory, Da w , . P ace, and due to tn. cauN s erd manner ae stet•d .......................... ^ . art v. ,~c te. ~V DO L V 71a -- ~2 - ~OD • •YEOICAL EXAMINER/CORONER On,M baNa of eaaminatlon and/or i i . NAME ANDAOORE (Nam 27) T SS Of PERSON WHO COMPLETED CAUSE Of DEATH ~• «PriM nvest gation, in my opinion, death occurred a, toe Ilme, date, and lace, and due to Ute tau manner u etatW ................... se(a) and 7ts. .................................................. P.... ^ r" /~ .}}. c/ o~~o'l s ~ e[ Y) ra (/~ ~' rK Nj6~ "•~ ~7' - ........ ........ .. . . . STRAR'S SIC~UpE R / , J 72. "~Cyyi1 YI I`CSL~ 0' ~T d~O I ~` DATE FILED(MOron. Day. ww, ~ ~,~,f~ ~ ~ ~ ~ ~. ~ ~x ` .~-c-s~g1LL1 yy) 7+./~i(b~ /1 ~ n .n ~(~ ~ ¶ 21-01-524 OF THERESA M. SHIMP I, THERESA M. SHIMP of New Cumberland, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking all prior wills and codicils. FIRST: The expenses of my last illness and funeral shall be paid from my residuary estate. I appoint my sister, ELIZABETH ZLOGAR, to provide for the proper support, maintenance and care of my pet dog "BRANDY". Upon my death, Executrix shall pay absolutely to her the sum of FIVE THOUSAND ($5,000) DOLLARS from which my sister ELIZABETH ZLOGAR is to pay for the support, maintenance and proper care of BRANDY. If ELIZABETH ZLOGAR should predecease me, then upon her death I shall appoint SUZANNE CHUBB whom upon my death will provide for the proper care and support of BRANDY. SECOND: I have prepared a written statement, prior to the execution of this my Last Will and Testament, in my handwriting, or signed by me if not in my handwriting, which I consider to be part of my Last Will and Testament and by which I will dispose of items of tangible personal property. I desire that immediately after my Executrix qualifies as such that she make any distributions of the said items to the persons entitled thereto in said written Page 1 ~~ statement. Any items of tangible personal property set forth in said written statement will not be considered part of my Residuary Estate. THIRD: I give and devise the residue of my estate, real and personal, to the then acting Trustee under my Revocable Trust Agreement dated August 7, 1998 and heretofore executed by me as Settlor and as Trustee, to be added to the principal held thereunder. If upon my death, said Revocable Trust Agreement Trustee has been revoked or failed and is no longer valid and in effect, my Executrix shall initially divide the residue thereto and any accumulations of income into three (3) parts and distribute the same as follows: (i) One quarter (1/4) to my sister, MARY K. O'DANIEL and if she is not living then living to her issue, per stirpes. (ii) One quarter (U4) to my sister, ELIZABETH ZLOGAR, and if she is not living then living to her issue, per stirpes. (iii) One half (1/2), in SIX (6) equal parts, to my nieces GLENDA DIFFENBAUGH, ROSEMARY JACKSON, SUZANNE CHUBB, CINDY ADAMS, CHRISTINE RAMUS and CATHY PRYOR or if they are not then living to their issue per stirpes. It is my heartfelt desire that the gifts that I have made to the beneficiaries identified above should be preserved, if reasonably possible, for the benefit of their own children, if any. I realize that my desire to see the children of ,~--~.1 Page 2 -~`~ iz, my beneficiaries benefited is not legally enforceable; however, I would like my named beneficaries to inform their children, if any, that I, Theresa M. Shimp, loved them all and to ask them to remember me. Whenever and as often as any beneficiary hereunder, to whom payments of income or principal are herein directed to be made, shall be under legal disability, or in the sole judgment of Executrix, shall otherwise be unable to apply such payments to his own or her own best interests and advantages, Executrix may make all or any portion of such payment in any one or more of the following ways: (a) Directly to such beneficiary; (b) To the Legal Guardian or Conservator of such beneficiary; (c) To the Trustee, or to another person selected by the Trustee, as custodian under the Pennsylvania Uniform Transfers to Minor Act as to a beneficiary under the age of twenty-one (21) years; (d) To a relative of such beneficiary, to be expended by such relative for the benefit of such beneficiary; or (e) By itself expanding same for the benefit of said beneficiary. FOURTH: No part of the income or principal of the property held under the Trust referred to in Item FOURTH shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy or any beneficiary prior to his or her actual receipt thereof. Trustee --~. { Page 3 ~ ~~}'~ , shall pay over the net income and the principal to the parties herein designated, as their interests may appear, without regard to any attempted anticipation, pledging or assignment by any beneficiary under a Trust, and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary. FIFTH: In addition to powers vested in them by law, my Executrices and their successors shall have the following powers, applicable to all property held by them, including all property held for minors, effective without the order of any court and until actual distribution of all such property. (a) To retain any property received by them including the stock of any corporate fiduciary acting hereunder; (b) To sell real estate for any purpose, publicly or privately, for such prices and on such terms and as they deem proper, without liability on the purchasers to see to application of the purchase moneys; (c) To compromise controversies; (d) To distribute in cash or kind or partly in each at valuations fixed by them; (e) To hold investments in the name of a nominee; and Page 4 ~ V~1 (f) To borrow money from and sell property to the trust referred to in Item FOURTH hereof even though they are also acting as Trustees thereunder. SIXTH: All taxes, interest and penalties thereon payable by reason of my death with respect to property comprising my gross estate, whether or not passing under this Will, shall be paid from the principal of my residuary estate, provided however, that my Executrix may call upon the trust referred to in Item FOURTH hereof to pay such taxes, interest and penalties attributed to the extent the amount distributable to such trust under Will before taxes. Taxes on future interests may be prepaid. SEVENTH: Any beneficiary hereunder who dies at the same time as me, within ten (10) days of me, or under circumstances wherein it shall be difficult or impossible to determine who died first shall be presumed to have predeceased me. EIGHTH: I appoint my niece, SUZANNE CHUBB, as Executrix under this my Will. In the event my said niece cannot act or continue to act as Executrix for any reason, I appoint my, niece, GLENDA DIFFENBAUGH or the survivor of her, to act in her place. No fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of ~~~~~~.~ , 19 ~~ , to this and the preceding three (3) pages, and I have also placed my initials on each preceding page for better identification and greater security. ~,~ ~ -C ~ - (SEAL) THERESA M. SHIMP SIGNED, SEALED, PUBLISHED and DECLARED by the above-named Testatrix, THERESA M. SHIMP, as and for 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 hereunto subscribed our names as witnesses: ~~d~ /~"~~-~~~~'L.-!z Residing at `~` ~~ ~~J C:=¢' ~~ iAjj ,C ~t a Residing at -~~ ~ ~~ ~ ~'l`~=~~- Residing at ~ '~ ~~ 1~ / AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND : ~ We, _ ~/A~~~ ~ ~.%~f~f,~.s ~~~}~7~~1~ l~' ~~~lgC~(l.C-- ,and ~dt, D+~t~•"ts ~~~ ~ h -'} 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, THERESA SHIMP, sign and execute the instrument as her Last Will and Testament, that Testatrix signed willingly and that she executed said Will 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; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Witness ' Sworn to and subscribed before me this ~ da of .~ , 19~~. r - ~ . ~C ~~~:~~ Notary Public My Commission Expires: (SEAL) NiV ~ A~iiAL SEAL 'r~YG~ F,. AAAITr~E~~r`3, h~o?ary P~sbi;o -~r~~ ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA Y~ R ~I AJ. COUNTY O F ~,~'-~~~'-~-~ ~ I, THERESA M. SHIMP, 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 the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn to and subscribed befor , me this 7°~ day of 1 ~C~ , 19~ /~ ,~/. ~~.~~ _ (tel. f/~,~~~'i.« ~'" ~' Notary Public My Commission Expires: (SEAL) -~ r~ ~,~'l , ,~ (SEAL) THERESA M. SHIMP I 1 rt~~;~A~~A~_ s~~a~_ -"~~t._ A. MATTFiEWS, iV:,tan/ ~ta~',;,, C.;.~.~ ''ar'sbu~g,~J~'~~;^ir,C,r~tl~ay. r 1 .... ..?~~'~ 149364 1 ~° ~y CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: THERESA MARIA SHIMP a/k/a THERESA M. SHIMP Date of Death: File No. To the Register: May 11, 2001 21-01-0524 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 June 5, 2001. Name Address Elizabeth Zlogar 108 Evergreen Road, Stratford, NJ 08084 Kathleen O'Daniel 1734 Josiah Chowning Way, New Cumberland, PA 17070 Suzanne Chubb 3440 Derry Street, Harrisburg, PA 17111-1815 Christine Ramus 810 West 16th Street, New Cumberland, PA 17070 Cathleen Pryor 459 Lewisberry Road, New Cumberland, PA 17070 Cindy Adams 8 Park Terrace, Harrisburg, PA 17111-1815 Rosemary Jackson 145 Lee Ann Court, Enola, PA 17025 Glenda Diffenbaugh 124 North 32nd Street, Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) Date: June 6, 2001 Capacity: Signatur Vicky Ann Trimmer, Esquire Name 3401 North Front Street Harrisburg, PA 17110 Address X717) 232-5000 Telephone Personal Representative x Counsel for Personal Representative :262293 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OP INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 000845 TRIMMER VICKY ANN 3401 NORTH FRONT STREET HARRISBURG, PA 1 71 1 0-0950 fold ESTATE INFORMATION: ssN: 202-20-0530 FILE NUMBER: 2101-0524 DECEDENT NAME: SHIMP THERESA M DATE OF PAYMENT: 02/ 1 1 /2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/ 1 1 /2001 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ $4,533.96 TOTAL AMOUNT PAID: REMARKS: SUZANNE CHUBB C/O VICKY ANN TRIMMER ESQUIRE CHECK#1003 SEAL INITIALS: SK RECEIVED BY: MARY C. LEWIS REV-1162 EX(11-96) 54,533.96 REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) NO. CD 000138 CHUBB SUZANNE 3440 DERRY STREET HARRISBURG, PA 17111 fold ESTATE INFORMATION: ssN: 202-20-0530 FILE NUMBER: 21-2001- 0524 DECEDENT NAME: SHIMP THERESA M DATE OF PAYMENT: 08/13/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/ 1 1 / 2001 REMARKS: SUZANNE CHUBB CHECK# 1001 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 550,000.00 TOTAL AMOUNT PAID: INITIALS: SK RECEIVED BY: MARY C. LEWIS 550,000.00 REGISTER OF WILLS REGISTER OF WILLS Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of THERESA M. SHIMP also known as THERESA MARIA SHIMP No. 21-01-0524 Date of Death May 11, 2001 Deceased Social Security No. 202-20-0530 Personal Representative(s) ofthe above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. 1/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Personal Representative: Attorney: Vicky Ann Trimmer, Esquire Suzanne Chubb I.D. No.: 49679 ,mot Address 3401 N. Front Street, Harrisburg, PA 17110-0950 Dated: y ~ - ~ ~ ~~ Telephone: (717)232-5000 DESCRIPTION VALUE 1. 1781 Kings Arms Court, Lower Allen Township, PA $ 85,000.00 2. Belco Federal Credit Union Checking Account #058090-S4 $ 22,649.11 Accrued interest on above account $ 13.66 3. Belco Federal Credit Union Savings Account #058090-S1 $ 173.83 Accrued interest on above account .16 4. 1997 Ford Taurus GL, 4 door $ 9,000.00 5. Household items & personal property $ 2,500.00 6. Misc. Refunds $ 449.80 7. Trust PA Pension -final payment $ 1,151.27 8. Wienken & Associates Account #10060881 $ 115,217.33 9. Wienken & Associates Account #BMA-525987 $ 43,024.05 10. Wienken & Associates Account #BMA-284475 $ 157,729.99 11. 736 shares of Verizon Communications, Inc. common stock $ 39,221.44 12. 104 shares of AT&T Communications, Inc. common stock $ 2,277.60 13. 162 shares of BellSouth Corporation common stock $ 6,650.91 14. Homeowners Tax Rebate $ 300.00 TOTAL: $ 485,359.15 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. :286149 1 REV-1$00 EX+ (6-OO) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1500 /~ ~~ ~`" ~ `"~ ~ / DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FILE NDMeER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 01 0524 COUNTY CODE YEAR NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Shi Theresa M. 202-20-0530 DECE- DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT O5~11~01 08~10~1929 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 3. Remainder Return CHECK 1. Original Return 2. Supplemental Return 8 (date of death prior to 12-13-82) Apppp_ 4a. Futvre Intereat compromise 5. Federal Estate Tax Return Re wired 4. Limped Estate (date of death after 2z-2z-fiz) q PRIATE 6. Decedent Dietl Testate 7. Oecetlent Maintained aLiving Trust 1 0. Total Number of Safe Deposit Boxes (Attach copy of Wi11) (Attac h a copy of Trust) BLOCKS g, Litigation Proceeds Received 10. 5291 p8Pantlriy Cr95;t(tlate of death between ~11. E(A11dch ScbxOjntler Sec.9223(A) Tf3tS SECTt9N MUST BE ~CpMP4,E3'ED}ALL CORRESP0t~'1ENGB & G?NFIpENT'IAG TA7€ 7NFORMA7'!ON SHOUI,ti BE Q4REC'{'~.p TO_:~. NAME COMPLETE MAILING ADDRESS coR- Vi Ann Trittmer, Es 3401 N. P'zront Street RE- FIRM NAME (II Applicable) P~ BOX 5950 SPON N1Atte Etrans & Woodside Harrisburg, PA 17110-0950 DENT TELEPHONE NUMBER 717-232-5000 OFFICfAL USE ONLY 85 000.0 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 205, 879.9 - r, "~ ~ ~ ~ N ~ 3. Closely Heltl Corporation, PartnershiporSole-Proprietorship (3) ~Il~ ~ ^~ 4. Mortgages & Notes Receivable (Schedule D) (4) None -,.T $. Cash, Bank Deposits & Miscellaneous Personal m Properly (Schedule E) ($) 36, 237.83 V 6. Jointly Owned Property (Schedule F) Separate Billing Requested (6) ~ None ~~ _, rU RECA- ~ PITULA- 7. Inter-Vivos Transfers & Miscellaneous ~ •• TION Non-Probate Property (Schedule G or L) (7) _ 158, 241.37 TAX COMPU- TATION (6) 485, 359.14 13,921.07 1D. Debts of Decedent, Mortgage Gapilities,aliens (Schedule 1)(10) 47,435.60 11. Total Detluctlons (total Lines 9 & 1D) (11) 61, 356.67 1z. Net Value of Estate (Line 8 minus Line 11) (12) 424, 002.47 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to lax (13) NCne 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (sch same H)(9) has not been made (Schedule J) 14. Net Value SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 1$. Amount of Line l4 taxable at the spousal tax 002.47 rate, or transfers antler Sec. 9226 (a((L2) x.0 (1 $) 16. Amount of Line 2a taxable at lineal rate 0.00 X.0 45 (16) 0.00 17. Amountof Line 24 taxableatsibling rate 214,501.24 X.12 (17) 25,740.15 18. Amomto(Line 2aiaxable at coua2eral rate 209,501,23 x.15 (18) 31,425.18 1s. Tax Due (1s) 57,165.33 20 O CHECK 31ERE)1FYOU AREiAEOUESTtNG A REFUNO OP AN OY~RPAYMENT 0 PA7$001 NTF 29155 Copyright 2000 Greatlantl/Nelco LP-Forms Software Only Estate of : Theresa M. Shims SCE~MARY OF ALZOCATI~IS 'IU BEC~E'ICIARIFS Taaxaat~le at sibling rate Elizabeth Zlogar 109,750.62 Mary Kathleen O`Daniel 104,750.62 214,501.24 Taxable at collateral rate Suzanne ~b 34, 916.88 Christine Ra[[w.s 34,916.87 Cathleen Pryor 34,916.87 C]17f~+ Adams 34, 916.87 Rosen~azy Jac]cson 34, 916.87 Glenda Diffenbaugh 34,916.87 21-01-0524 209,501.23 PA REV-1500 EX (6-00) Page 2 Decedent's Complete Address: STREET ADDRESS 1781 Azms ~rt CITY STATE ZIP New Clutd~erlalxxl PA 17070 Tax Payments and Credits: 1. lax Due (Page 1 Line 19) (~) S~/, 167..13 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 50 , 000.00 C. Discount 2, 631.37 Total Credits (A + B + C) (2) 52 , 631.37 3. InteresUPenalry if applicable p. Interest E. Penalty 0.00 Total InteresUPenalry (D + E) (3) 4. If Line 2 is greater than Line ~ + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page t Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TFJ( DUE. (5) 4 , 533 .96 A. Enter the interest on the tax due. (5A) 0 .00 B. Enter the total of Line 5 + 5A. This Is the BALANCE DUE. (5B) 4, 533.96 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ...................................... . 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. li tleaih occurred after December 12, 1982, did decedent transfer property within one year of death ~I without receiving adequate consideration? ................................................... B 1^J 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? ........................................................ ® O 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 perjury, I declare that I have examined this return, Including accompanyying schedules and statements, and to the best of my knowledge and ballet, it is true, correct and complete. Declaration of preparer other than fhe personal representative is based on information of which preparer has any knowledge SjGNATUR ~~P~ O O~I~$~ OF~FI~G RET~~fc O ~TE/ I _ a ADDRESS y( ~fJ)..(' 6 See Schedule attached SIGNAT R OF EPAR HER THAN REPRESENTATIVE DATE 3401 N. Front Street, FO Box 5950, Harrisburg, PA 17110-0950 For tlates of tleath on or after July 1 1996 an tl before January 1, 1995, the tax rate Imposetl on t he net value pt transfers to or for the use of th a surviving spouse rs 3 0 [)2 P. S. 4 91161a) (1.1) (i)]. For tlates of tleat h on or after January 1, 1995, th a tax rate is imposed on the net value of transf ers to or for the use of the survivin8 spouse Is 0%[72 P, S. 4 9116 (a) (1.1) (ii)]. The statute tloe=not ex mote transfer to asurviving spouse from taz, and the statutory requirements for tlisclosure of assets antl filing atax return are still applicable even it the surviving spouse'rs the only beneficiary. For tlates of death on of attar July 1, 2000: The tax rate Imposetl 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 atloptive parent, or a stepparent of th a ch Iltl is 0 % I)2 P.S. §91 t 6(a)(1.2)]. The taz rate imposetl on the net value of transfers to or for [he use of the tlecetlent's lineal beneficiaries Is 4.5%, except as noted in ]2. P.S. § 9116(L2) p2 P.5.49116(a)(1j]. The tax rate imposetl on the net value of transfers to or for the use of the decedent's si blin BS is t2 % [72 P. a. § 9116(a)(1.3)]. A si blinB is tlefined, antler Section 9102, as an in divitlual who has at least one parent in common with the tlecetlent, whether by bloo tl or adoption. 0 PA7$002 NTF 29756 Copyright 2000 Greatland/Nalco LP-Forms Software Only Estate of: Theresa M. Skimp 21-01-0524 The following person(s) are signing the return as representative(s) of the estate: Suzanne Chub 3440 Deny Street Hazrsibiu~, PA 17111-1815 REV-1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA SCHEDULE A INHERITANCE TAX RETURN REAL ESTATE ESTATE OF FILE NUMBER Theresa M. Shittp~ __ 21-O1-0524 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 )olMty-owned with right of survivorship must be disclosed on Schedule F. 7 CPA21 NTF 1o9oa Copyright Form55oftware Only, 1991 Nelco, Inc. (If more space is needed, insert additional sheets of the same size) REV-1503 EX * (1 -97) COMMONWEALTH OF PENNSYLVANIA SCHEDULE B INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER Theresa M. Skimp 21-O1-0524 All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NO. DESCRIPTION OF DEATH 1 1057 shares of AT&T Corp 23,148.30 (953 held in brokerage account, 104 held in certificate form) 2 57 shams of Avaya, Inc. 881.22 3 133 shares of Citigroup, Inc. 6,551.58 4 1067.892 shares Davis New York Venture Class A 28,961.23 5 720.461 shares of Eaton Uance Tax MGD Growth Class B 15,367.43 6 100 shares of General Electric Co: 4,901.00 7 692 shares of Lucent Technologies, Inc. 6,885.40 8 100 shares of Pfizer, Inc. 4,300.00 9 461 shares of Qwest Cams Intl. Inc. 17,250.62 10 200 shares of Tan7et Corp. 7, 986.00 it 932 shares of Verizon 49,666.28 Corinnanications (196 held in brokerage account, 736 held in certificate fornl) 12 495 shares of Uodafone Group PLC New Spores Adr 14,152.05 13 162 shares of BellSouth Corporation 6,650.91 14 Prime FLuzd -Capital Reserves Class #284475 19,177.92 TOTAL (Also enter on line 2, Recapitl (If more space is needed, insert additional sheets of the same size) 7 CPA31 NTF 10905 CvpyrigM Forms Sottware Ony, t9W Nelco, Inc. REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RF511']FNT ^ECFDENT ESTATE OF FILE NUMBER 'T'heresa M Shiag~ 21-O1-0524 Include proceeds of litigatlon 8 tlate proceeds were received by the estate. Ail r0 . )DIMIy-Owned Wlkh right Oi SOrv1VOr5hlp must be disclosed on SCh. P. ITEM VALUE AT NO. DESCRIPTION DATE OF DEATH 1 Belco Federal Credit Union Checking Account #058090-54 Interest on above item accrued as of decedent's death 2 Belcro Federal Credit iJniarl Savings Account #058090-S1 Interest on above item accrued as of decedent's death 3 Household items and personal prr~perty 4 1997 Fowl Taurus GL, 4 door - 17,022 miles 5 Patriot News Overpayn~~t Refund 6 Auto Insurance Refund 7 Homeowners Tax Retxzte 8 Magazine Refunds 9 Ibnegal A~sur~ZCe Refund 10 Trust PA Pension -final pension paylrent SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY 22,649.11 13.66 173.83 0.16 2,500.00 9,000.00 13.53 329.00 300.00 7.27 100.00 1,151.27 TOTAL (Also enter on line 5, Recapitul (If more space is needed, insert additional sheets of the same size) 7. 7 CPA81 NrF ro9oe Copyright Forms Software Only, t999 Nelco, Inc. REV-'1510 EX+ (t-97} COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Theresa M. Skimp 21-O1-0524 This schedule must be completed and filed 'rf the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM N0. 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 % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Alliance Premier Growth Class B 10,517.47 (II2A) 2 Mutual Series Mutual Shares Class 23,079.25 (IRA) 3 Oppenheimer Strategic Inc. Class B 9,351.11 (IRA) 4 Prime Fund/Cap Reserves Class 76.22 #525987 (IRA) 5 NML Fztity Flmd (variable anrntity) 32,488.14 6 Oppenheimer Ac~~ssive Growth Fund 26,210.29 (variable annuity) 7 Gppenheimer Global Securities 27,570.42 (variable anrn~ity) 8 Oppenheimer Strategic Bond 28,948.47 (variable annuity) TOTAL (Also enter on line 7 Recapitulation) I$ 158, 241.37 7 CPA07 N1F tos to (If more space is needed, insert additional sheets of the same size) Copyright Forms Software Only, f 9W Nelco, Inc. REV-1511 EX ~ (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Theresa M. Shi[Itp 21-O1-0524 Debts of decedent must be re orted on Schedule I. ITEM NO-. ~ DESCRIPTION AMOUNT A. IrUNERAL EXPENSES 1 Partthetmre Nlzneral Hcme B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN No. of Personal Representative(s) Street Address City State Zip 3,395.00 0.00 2. 3. Vear(s) Commission Paid: Attorney Fees Name: Mette, brans & Woodside Family Exemption: (if decedent's address is not the same as claimant's, attach explanation) Claimant 10, 000.00 0.00 Street Address City State Zip Relationship of Claimant to Decedent a. Probate Fees 314.00 5. Accountant's Fees 0.00 s. Tax Return Preparer's Fees 0.00 7 Qunberland Law Jotaznal -legal advertising 75.00 8 The Sentinel -legal advertisixg 97.07 9 Register of Wills -Filing fee for PA inheritance tax return & 25.00 inventory 10 Register of Wills -additional short certificates 15.00 TOTAL (Also enter on line 9, Recapitulation~_ $ _ 13 , 921.07 (If more space is needed, insert additional sheets of the same size) 7 CPA11 NTF fo9n GopyrigM Fotms Software Dnly, 199] Nelco, Inc. REV-512 EX+ (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RFSII'1FNT DFCFI]FNT SCHEDULEI DEBTS OF DECEDENT, GAGE LIABILITIES. & LIENS ESTATE OF FILE NUMBER Theresa M. Shittg~ 21-01-0524 Include unreimbursetl medical expenses. ITEM NO. DESCRIPTION AMOUNT 1 Belco Credit i3nion Visa 106.27 2 Kent & Co. -preparation of 2000 incrome taxes 275.73 3 Hunter's Ridge - hcxneowner's association fee 229.00 4 Heritage Medical -last illness expense 9.04 5 Dr. Richard Fortenbusg -dentist bill 162.00 6 Verizon -telephone bill 8.00 7 IAwer Allen Refuse 87.00 8 bower Allen Sewer .Authority 48.00 9 PP&L -electric bill 275.44 10 PAWL Payment 110.92 11 PA Housing Finance Agency Mortgage #76901 46,124.20 TOTAL (Also enter on line -l0 Recapitulation) ~$ 47, 435.60 7 CPA12 NrF to9tz (If more space is needed, insert additional sheets of the same size) Copyright Forms Software Onry, t99] Nelco, Inc. REV-1513 EX+ (1-97) COMMONWEALTH OF PENNSYLVANIA SCHEDULE J INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Theresa M. Shi 21-O1-0524 RELATIONSHIP TO DECEDENT AMOUNT OR No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Llst Trustee(s) SHARE OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) See Schedule attached II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTfON 9113 FOR WHICH AN ELECTION TO 7AX IS NOT BEING MADE None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET 7 CPAt3 NTF 1o91s (If more space is needed, insert additional sheets of the same size) Copyright Forms Software Only, 199] Nelco, Inc. Page 2 Estate of: Theresa M. Shimp 21-O1-0524 Scar-~:rxn F J, Part 1 -- Taxable Distributions Item No. Name and Address of Beneficiary Relationship Amount 1 Elizabeth Zlogar Sister 109,750.62 108 Evergreen Road Stxatforri, NJ 08084 2 Maly Kathleen O'Daniel Sister 104,750.62 1734 Josiah Q~owning Way New Ctimiberland, PA 17070 3 Suzanne C7n~bb Niece 34,916.88 3440 Derry Street Harriiburg, PA 17111-1815 4 Christine Ramus Niece 34,916.87 810 West 16th Street New Clmiberland, PA 17070 5 Cathleen Pryor Niece 34,916.87 459 Lewisbeny Road New ~lmiberland, PA 17070 6 Cindy Adams Niece 34,916.87 8 Park Terrace Harrisburg, PA 17111-1815 7 Rosemary Jackson Niece 34,916.87 145 Lee Ann Court Enola, PA 17025 8 Glenda Diffenbaugh Niece 34,916.87 124 North 32nd Street Camp Hill, PA 17011 1Le~LS~ U`V' llllll ~111C1~L ~Q'~~~11ll~(~a11~ OF THERESA M. SHIMP I, THERESA M. SHIMP of New Cumberland, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking all prior wills and codicils. FIRST: The expenses of my last illness and funeral shall be paid from my residuary estate. I appoint my sister, ELIZABETH ZLOGAR, to provide for the proper support, maintenance and care of my pet dog "BRANDY". Upon my death, Executrix shall pay absolutely to her the sum of FIVE THOUSAND ($5,000) DOLLARS from which my sister ELIZABETH ZLOGAR is to pay for the support, maintenance and proper care of BRANDY. If ELIZABETH ZLOGAR should predecease me, then upon her death I shall appoint SUZANNE CHUBB whom upon my death will provide for the proper care and support of BRANDY. SECOND: I have prepared a written statement, prior to the execution of this my Last Will and Testament, in my handwriting, or signed by me if not in my handwriting, which I consider to be part of my Last Will and Testament and by which I will dispose of items of tangible personal property. I desire that immediately after my Executrix qualifies as such that she make any distributions of the said items to the persons entitled thereto in said written Page 1 '~~' 1 ~ statement. Any items of tangible personal property set forth in said. written statement will not be considered part of my Residuary Estate. THIRD: I give and devise the residue of my estate, real and personal, to the then acting Trustee under my Revocable Trust Agreement dated August 7, 1998 and heretofore executed by me as Settlor and as Trustee, to be added to the principal held thereunder. If upon my death, said Revocable Trust Agreement Trustee has been revoked or failed and is no longer valid and in effect, my Executrix shall initially divide the residue thereto and any accumulations of income into three (3) parts and distribute the same as follows: (i) One quarter (1/4) to my sister, MARY K. O'DANIEL and if she is not living then living to her issue, per stirpes. (ii) One quarter (1/4) to my sister, ELIZABETH ZLOGAR, and if she is not living then living to her issue, per stirpes. (iii) One half (~/z), in SIX (6) equal parts, to my nieces GLENDA DIFFENBAUGH, ROSEMARY JACKSON, SUZANNE CHUBB, CINDY ADAMS, CHRISTINE R.AMUS and CATHY PRYOR or if they are not then living to their issue per stirpes. It is my heartfelt desire that the gifts that I have made to the beneficiaries identified above should be preserved, if reasonably possible, for the benefit of their own children, if any. I realize that my desire to see the children of Page 2 ~~~- my beneficiaries benefited is not legally enforceable; however, I would like my named beneficaries to inform their children, if any, that I, Theresa M. Shimp, loved them all and to ask them to remember me. Whenever and as often as any beneficiary hereunder, to whom payments of income or principal are herein directed to be made, shall be under legal disability, or in the sole judgment of Executrix, shall otherwise be unable to apply such payments to his own or her own best interests and advantages, Executrix may make all or any portion of such payment in any one or more of the following ways: (a) Directly to such beneficiary; (b) To the Legal Guardian or Conservator of such beneficiary; (c) To -the Trustee, or to another person selected by the Trustee, as custodian under the Pennsylvania Uniform Transfers to Minor Act as to a beneficiary under the age of twenty-one (21) years; (d) To a relative of such beneficiary, to be expended by such relative for the benefit of such beneficiary; or (e) By itself expanding same for the benefit of said beneficiary. FOURTH: No part of the income or principal of the property held under the Trust referred to in Item FOURTH shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy or any beneficiary prior to his or her actual receipt thereof. Trustee Page 3 \~~T1: shall pay over the net income and the principal to the parties herein designated, as their interests may appear, without regard to any attempted anticipation, pledging or assignment by any beneficiary under a Trust, and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary. FIFTH: In addition to powers vested in them by law, my Executrices and their successors shall have the following powers, applicable to all property held by them, including all property held for minors, effective without the order of any court and until actual distribution of all such property. (a) To retain any property received by them including the stock of any corporate fiduciary acting hereunder; (b) To sell real estate for any purpose, publicly or privately, for such prices and on such terms and as they deem proper, without liability on the purchasers to see to application of the purchase moneys; (c) To compromise controversies; (d) To distribute in cash or kind or partly in each at valuations fixed by them; (e) To hold investments in the name of a nominee; and Page 4 ~ p1~~ (f) To borrow money from and sell property to the trust referred to in Item FOURTH hereof even though they are also acting as Trustees thereunder. SIXTH: All taxes, interest and penalties thereon payable by reason of my death with respect to property comprising my gross estate, whether or not passing under this Will, shall be paid from the principal of my residuary estate, provided however, that my Executrix may call upon the trust referred to in Item FOURTH hereof to pay such taxes, interest and penalties attributed to the extent the amount distributable to such trust under Will before taxes. Taxes on future interests may be prepaid. SEVENTH: Any beneficiary hereunder who dies at the same time as me, within ten (10) days of me, or under circumstances wherein it shall be difficult or impossible to determine who died first shall be presumed to have predeceased me. EIGHTH: I appoint my niece, SU7.ANNE CHUBB, as Executrix under this my Will. In the event my said niece cannot act or continue to act as Executrix for any reason, I appoint my, niece, GLENDA DIFFENBAUGH or the survivor of her, to act in her place. No fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~~ day of ;`b`~-tE9/id-~ , 19 `~~J, to this and the preceding three (3) pages, and I have also placed my initials on each preceding page for better identification and greater security. ~ ~1~1 ~~ i , ,~~~ (SEAL) THERESA M. SHIMP X11 SIGNED, SEALED, PUBLISHED and DECLARED by the above-named Testatrix, THERESA M. SHIMP, as and for 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 hereunto subscribed our names as witnesses: 1 ~ /; "; ~~ 1 ~ ~ ,. I} ~~l ~~ C e /, j~ (C ..1',~tci ~ 1/11; (';' `1/~~ra t ~/ ~ ~ . Residing at ~G` ~~'s ~i~2~~`~' /'~' F / Residing at Teti ~ _,ro , ~ ~ ~ G ~' :~~i,. i Residing at _` ,t?~~ !(_0~ AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND We, f 'ih'R'~ l'%~. L~~~~f/.{-~' ~iFl)~t~f:l~ ft ~i-,'1(~,eC~ft,L.. ,and D~NrY ~S~ ~'~ /~ 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, THERESA SHIMP, sign and execute the instrument as her Last Will and Testament, that Testatrix signed v211ingly and that she executed said Will 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; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence- 1~ ~~ i~,,, ,;. ~A Witness -~' Sworn to and subscribed before,me this 'rl day of ~'e ~~-.~~. , 19 ~~. /~ / Notary Public My Commission Expires: (SEAL) tiuT?~91rLSEAL JOYGt: A. MATTf~i E'AIS, I~lc!an/ Pubko Cit~ o. ~"~r...b~.rs. ir.~r:a'.~n County C °^3 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ~~' • SS. COITNTY OF °~`'->~t'C.t~-'lC~,~ I, THERESA M. SHIMP, 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 the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn to and subscribed before: me this r"4~ day_, of ~ClC~4r'i.~-~ 19 y.~. ~~ <~~_ . __,~_ ~, ,r,a~ ~~ ~~ Notary Public My Commission Expires: (SEAL) i ~~ ~ ~~ , ,: i ~-~,~_,.~ ~1 , ~, ~.,~~ (SEAL) THERESA M. SHIMP ~~ I~:?` "... !':. MAT7HeVJ3, iVGt~ry Pu~d;,, '. -'~xr'~,SbU1(„inn V; •iin (:OJitly• ~ ?art i _.,. I~!79 149366 1 ~Q'~®~C~,II~llQ' ~lC°~.~lL ~~]C°Q'~Il'IC~Q'77C11~ THIS AGREEMENT OF TRUST, made and entered into this day of August, 1998, by and between THERESA M. SHIMP, of New Cumberland, Cumberland County, Pennsylvania, (hereinafter referred to as "Settlor") and THERESA M. SHIMP and SUZANNE CHUBB, Grantor's niece, as Trustees, (hereinafter collectively referred to as "Trustee"). WITNESSETH: WHEREAS, Settlor is the owner of certain assets more fully described in Schedule "A", attached and made a part hereof; and WHEREAS, Settlor is desirous of being relieved of business cares and worries and of the management of Settlor's property and, for those reasons, among others, is desirous of placing the active management and control of such property in the hands of Trustee. NOW, THEREFORE, in consideration of the mutual covenants and agreements herein contained, it is agreed by and between the parties hereto as follows: ARTICLE I: Settlor, concurrently with or subsequent to the execution of this Agreement of Trust, will transfer and convey to Trustee the assets listed on Schedule "A", attached hereto and made a part hereof, which said assets are hereinafter referred to as the "Trust", receipt of which assets hereby is acknowledged by Trustee, and Trustee, in consideration thereof, agrees to hold and administer said assets and any additions thereto, as Trustee, IN TRUST NEVERTHELESS, for the following uses and purposes: (a) Trustee shall have, hold, manage, invest and reinvest the same, collect the income and pay over the net income in quarterly or more frequent installments to Settlor during Settlor's lifetime. (b) During the lifetime of Settlor, Trustee shall pay to Settlor such portion or all of the principal of the trust as may from time to time request in writing. (c) Trustee may also expend so much of the principal of the Trust as, in its discretion, may be necessary and/or advisable to supplement all income of Settlor in order to provide support and maintenance, including medical, hospital, home health, and nursing home care for. (d) Upon the death of Settlor, Trustee shall pay over to the Executrix of Settlor's estate, hereinafter "Executrix so much of the principal as shall be required to pay all specific bequests provided in Settlor's Last Will and Testament and inheritance and estate taxes, funeral and administration costs which may be incurred with respect to Settlor's estate. ARTICLE II: Upon the death of the Settlor the following provisions shall apply. (a) Trustee shall pay absolutely and in fee simple FIVE THOUSAND ($5,000) DOLLARS from the principal of the Trust to ELIZABETH ZLOGAR, sister of Settlor, is to provide for the proper support, maintenance and care of 2 Settlor's pet dog "BRANDY", if ELIZABETH ZLOGAR should predecease Settlor, then upon ELIZABETH ZLOGAR's death, Settlor appoints her niece, SUZANNE CHUBB, BRANDY'S new care giver. If BRANDY shall predecease Settlor then no part of the principal shall be allocated for the care of BRANDY. (b) The remainder shall be divided into three parts to the following and distribute the same as follows: (i) One quarter (U4) to the Settlor's Sister, MARY K. O'DANIEL, if she is no longer living to her issue per stirpes; (ii) One quarter (1/4) to the Settlor's Sister, ELIZABETH ZLOGAR, if she is no longer living to her issue per stirpes; and (iii) One half (~/z), in SIX (6) equal parts, to the Settlor's nieces GLENDA DIFFENBAUGH, ROSEMARY JACKSON, SUZANNE CHUBB, CINDY ADAMS, CHRISTINE RAMUS and CATHY PRYOR, or if they are not then living to their issue, per stirpes. ARTICLE III: No part of the income or principal of the property held under the Trust shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in banl~uptcy or any beneficiary prior to his or her actual receipt thereof. Trustee shall pay over the net income and the principal to the parties herein designated, as their interests may appear, without regard to any attempted anticipation, pledging or assignment by any beneficiary under a Trust, and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary. 3 ARTICLE IV: The Trustee shall possess, among others, the following powers: (a) To vary or to retain investments, including the stock of any corporate Trustee named herein, when deemed desirable by Trustee, and to invest in such bonds, stocks, notes, real estate mortgages or securities or in such other property, real or personal as Trustee shall deem wise, without being restricted to so-called "legal investments" and without being limited to any statute or rule of law regarding investments by fiduciaries. (b) In order to effect a division of the principal of a Trust or for any other purpose, including any final distribution of a Trust, Trustee is authorized to make said divisions or distributions of the personalty and realty, partly or wholly in kind, and to allocate specific assets among beneficiaries and Trusts created hereunder so long as the total market value of any share is not affected by such allocations. Should it appear desirable to partition any real estate, Trustee is authorized to make, join in anc consummate partitions of lands, voluntarily or involuntarily, including giving of mutual deeds, recognize, or other obligations with as wide powers as can be exercised by an individual owner in fee simple. (c) To sell either at public or private sale an upon such terms and conditions as Trustee may deem advantageous to a Trust, any or all real or personal estate or interests therein owned by a Trust severally or in conjunction with other persons, and to consummate said sale or sale by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money, or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and 4 deliver any and all deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon Trustee in this paragraph or elsewhere in their instrument. (d) To mortgage real estate, and to make leases of real estate, extending beyond the term of the Trust hereunder. (e) To borrow money form any party, including Trustee, to pay indebtedness of a Trust and taxes, and to assign and pledge assets of a Trust therefor. (f) To pay all costs, taxes, expenses and charges in connection with the administration of a Trust, including a reasonable compensation to agents. (g) In the discretion of Trustee, to unite with the owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of a Trust. (h) To vote any shares of stock which form a part of a Trust. (i) To assign to and hold in trust an undivided portion of any asset. (j) To divide any Trust created hereunder into two or more separate Trusts so that the inclusion ratio for purposed of the generation-skipping transfer tax shall be either zero or one, or in order that an election under Section 2652(a)(3) of the Internal Revenue Code may be made with respect to one of the separate Trusts. 5 (k) To do all other acts in its judgment deemed necessary or desirable for the proper and advantageous management, investment and distribution of the Trusts. ARTICLE V: Whenever and as often as any beneficiary hereunder, to whom payments of income or principal are herein directed to be made, shall be under legal disability, or in the sole judgment of Trustee, shall otherwise be unable to apply such payments to his own or her own best interests and advantages, Trustee may make all or any portion of such payment in any one or more of the following ways: (a) Directly to such beneficiary; (b) To the Legal Guardian or Conservator of such beneficiary; (c) To the Trustee, or to another person selected by the Trustee, as custodian under the Pennsylvania Uniform Transfers to Minor Act as to a beneficiary under the age of twenty-one (21) years; (d) To a relative of such beneficiary, to be expended by such relative for the benefit of such beneficiary; or (e) By itself expanding same for the benefit of said beneficiary. ARTICLE VI: Settlor may, by instrument in writing delivered to Trustee, modify, alter or revoke this Agreement in whole or in part. This Agreement shall become irrevocable upon the death of Settlor. 6 ARTICLE VII: Any person who shall have died at the same time as Settlor, or under such circumstances that the order of deaths cannot be established by proof, or within thirty (30) days of her death, shall be deemed to have predeceased her. Any person (other than Settlor) who shall have died at the same time as any then recipient of income or under such circumstances that the order of deaths cannot be established by proof, shall be deemed to have predeceased such beneficiary. ARTICLE VIII: The Trustees may appoint one or more persons to serve as Co-Trustees or as successor Trustees hereunder. If no appointment is made by the Trustees, then upon the death of the survivor of the Trustees, or in the event of the inability or refusal of both Trustees to serve as Trustee„ shall serve as successor Trustee. No Trustee acting hereunder shall be required to give bond or enter security. ARTICLE IX: In the absence of actual knowledge of a breach of trust, or information concerning a possible breach of trust that would cause a reasonable person to inquire, a successor Trustee is under no duty to examine the accounts and records of any predecessor Trustee, or to inquire into the acts or omissions of such predecessor, is not liable for any failure to seek redress for any act or omission of such predecessor, shall have responsibility only for property which is actually delivered to the Trustee by such predecessor and shall have all of the powers conferred upon a Trustee hereunder. ARTICLE X: The Trustee shall provide each income beneficiary who has attained the age of eighteen (18) years, and the Guardian of the person of any income beneficiary who has not attained the age of eighteen (18) years, statements showing transactions in the Trust established for the benefit of such beneficiary at least annually, unless the beneficiary or the Guardian of the person of such 7 beneficiary, waives the right to receive such accounting. The Trustee may, at any time, settle any account, or questions concerning the administration of the Trust established hereunder, by agreement with the then current income beneficiaries of the Trust, if legally competent, or if not legally competent, in the Trustee's sole discretion, then with the Guardian of the person of such beneficiary, the legally competent spouse of such beneficiary, or the oldest legally competent relative of such beneficiary who would take a portion of the estate of the beneficiary were the beneficiary to die at that time intestate under the laws of the Commonwealth of Pennsylvania. Any agreement made hereunder shall bind all persons who may ever have an interest in such Trust, and shall constitute a release and discharge of the Trustee with respect to transactions disclosed in said Agreement. IN WITNESS WHEREOF, THERESA M. SHINIP has hereunto offered her hand and seal as Settlor and THERESA M. SHIMP and SUZANNE CHUBB have offered their hands and seals as Trustees all on the day and year first above written. Settlor: -~ ~ (SEAL) Witness Theresa M. Shimp TRUSTEES Witness cL~.~ l~ ~ ~~ ~ ; lam,,,,, ~ ~ ~ Witness :'~ ~~ ~ -~ A~ --~ . ,;_ ~",~ ' (SEAL) Theresa M. Shimp ~ . ~-~,_ ~ -t ~.a; , ~, -~ n (SEAL) Suzanne Chubb COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF On this, the day of , 19 ,before me, a Notary Public, the undersigned officer, personally appeared THERESA M. SHIMP and SUZANNE CHUBB, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and notarial seal. Notary Public My Commission Expires: (SEAL) SCHEDULE "A" for the REVOCABLE TRUST AGREEMENT of THERESA M. SHIIvIP 139167 1 11/20/2JD1 11:1a 717-561-1671 WICKEP. EAST PAGE 02 .~__- __ OMB NO. 2502.0265 A. U.S. DEPARTMENT OF ROUSING b URBAN bEVELOPMENT 1.^FHA 2.Q FmRA 3, ®CONV. UNINS. ~ 4.~VA 5.^CONV. INS. SETTLEMENT STATEMENT ~ olast ~ o7-6e9B.o5spt6eaa-e R NS M E ; This /opn is rumished fd give you a setlement pf actual settlement dpsls. Amounts paid ro end by the sedtlemenf agent ore shown. /tams marked 'fPOCJ' were paitl outs)de the cloalrp: [hay era drown here forlnPormatMne/ purposes and are not rne/udad in Na tp(a/s. 10 yqB (aL6ta H51R91 Mlcnael 5. Quaid and Janet Quaitl Eelate pi Theresa M. ShAmp R Washlnptpn Mutual Home Leans G. PROPER Y LOCATION: 1781 KInOS Arms Court New CUmbenend, PA 1 TOTO H. SETTLEME^NT AGENT: Kpyslone Land Transfer. Ltd. , 28.9570915 1. SETTLEMENT DATE: November 1B 2001 Cumberland County, Pennaylvanta PLACE OF SETTLEMENT 3425 Market Skeet Camp HIII, PA 1]011 , ~. ~F'SEL~A'- 1 A ~~ on rac a es r ce on rac a as nca ~. ~ ersona rope y I eraona rope e amen argea o Orrowar ne us men s pr ems a~ y e ¢rm a vents iy own axes a /u men s or ems ar y e sr n a vents own axes o OUn y 9xe3 O OVO axes p .c oo ax o con ex p - newer a use o tlOG. L O ewer a use o 5906. O 120. GROSS AMOUNT DUE FROM BORROWER 0 89.080.71 420. GROS5 AMOUNT DUE TO SELLER 55,60340 OP09 Of airna9 Talley nL pa mOVO O ew pan a %IS ing Oan 3 a Bn.9U feC O .. .. . . . .. .. .. E %Caga appg~ 6a' 09 rUC Ona e a111e0 afgea O a Br In9 %19 1ng Oan g a an 9U 9C p ayo. o ns o Bage o enna. ous ng manta Sec ga0 ... I pos s . as procee s 1 lus men s or ems npgf y ear iy own axes a us men s or ems npa y a ar y own axes o oun y axes o ppn axes a c op ax o c ax o 220. 7pTAL PAlD BY/FOR BORROWER 36,000.00 520. TOTAL REDUCTION AMOUNT OVE SELLER 53,293.14 rose moun ue tom prrower me ass moun a y or orrowar ma 707. CASH (X FROM) ( 70) BORROWER 53.060.71 803. ros9. moun ue p e er me ass G ue ions ua a er ne CASK (x TO) ( FROM) SELLER 32.309.29 The undersigned nereby acknowted9a receipt pT a uromplatad copy bt pages 1&2 of /his statement & any attaphmenLe referred to herein. Borrpwer L/-~~~~ ~~~~9A ~' ~i _ ~e '' ua './ 1J ~G(/' _ Jan a Seller' ~c~~S~~~~K-L~ ~-K.LxY/V a e o n eaa ., r ma'q~f p -- 11/^<0/2001 11:14 717-561-1671 WICKER EAST PAGE 93 L SETTLEMENT CHARGES T l aao on Price 85, D.00 ~ 7.0000°. '5;950.00 amo snow nwo vxa+ rwslon ea o ws: eersaowea~s sctLerts O 0 y n Ia Ba, nC. PUNO$AT FVNa9 r,T O O 4 aETTLEMENT SHTTI,aMCNT IS61Pfl al a B B ransac loo ee o x ea y o I N WI oan r Ina n ea o oan acoun PPra~sa ee e o a e o lrs n n oso loo ee o o gape na. pp., ee o ' ea a u view ae o as mg on u ua a Dens as oe- o re - o ar o ere rp. ire OO6 B eB a u ua OTB s 900.1 N I I A A ' 901. lnlerest From 11/19/01 to t2r01/01 ~ § 6.3 0000/Day ( 12 tlays %) 78.20 gage nsuran e r L r own s za nsuranca rem um or years i D. 1 owl 1 t. ezarli Insurance 2.0 moot e _ 16. per month 1,t o ga0a nsuranca man s .per moo own axes moo s per moo ounY axes moo a {x+r moo c PP ax moo .1 per mpq o a moo own s er moo ggrega a 1us men moo s par moo 100. TI 1 Ot. SelUement or ClosfnB PeB to s ra_t or 1 e earc rte xaminalloP - o 1 e nsarenca n er o ocUmen repara loo 0 o n Ise, nu o ry ees o orneys ees o Inc u es a ovo I em num 1 a nsuranca o Sys ane an ranger; o my (Inc u as a over em num er n orsemon s en rs ar wn rs va ga ., smg ro ec o a verni9l ays one an n ' ax a ary n nOL ax c epos, or ss o un ers 1 9a so ~. RNM -0 O1. ecar0 n9 F®ae: Deatl § 25.$O; MCrtgape S S7.5p: Bleaae9 S fl3.00 y n 1 a e ax mps:. avenue amps o Baga 130L Survey to es nspec ion o owes es on ro or11e arran y o ome users esa a arran orp. ransac on ee o o n ise, ne. 1 ntar an nee 1 3, act On an 5 act on 55.dt 7, x4.00 w.w.wwc=~°„~„~~~.,,.o.,,.~~..a~°~o°.°a°.,,ow..ue.~aol °,a°o°,w~.°°„w°,c°a. ~. .. ,,~ ~ e ~n.e__ ~ ,tJZ~~-t-. Saltlament Agenl CartiOatl to be a true copy. (0161/01.101 /39j , Estate va iuati on Date of Deatr.: 05/11/2001 valua :ion Date: 05/11/2001 Processing Date: 02/05/2002 Shares Security or Par Description^. 1) 102 BELLSOUTN CORP (079860102) NYSE C5/11/2001 Total Value: Total Fcc rual: To[a1: 56,650.91 High/Ask Low/Bid 91.95000 ;0.6600D H/L Estate of: Theresa Shimp Fccount: 11041.1 Report Type: Date cf Death Number of Securities: 1 File ZD: shimp Mean andJor Div and Iat Security Adjustments Accruals Va'_ue 41.655000 ;0.00 6,650.91 $6,650.91 Yage 1 This report was produced with EstateVal 2000, a product of Estate valuations & Pricing Systems, Inc. Sf you have questions, please contact EVP Systems ai (818) Si3-6300. (Revision 6.1.01 AUG-21-2001 TUE 01 04 PM BELCO CREDIT UNION FAX N0. 7177206214 1 . Name(s) in which the occaunt wcs held: _•~~'ICRGSra._,~. _=~i~f? 2. f~ccount Number: __O ~ gd~~ __~ 3. (;alanee as of dote of death: „_,S'" I 1 ' d ~ _, (1¢rued 6o4nnce DivlrJ~nds (iegular5avings: $ 1 ~3, 83 I$ O.,,IC~ Christmas Savings: $ l$ Money Mgt Savings: $ _ ~I$ _ Checking having>: $ ~ t=1- • I ~_,I$ /~• !~ (jccrucd Certificnte fi~lance DividenJs Number Certificctes: $ _l$_.. I$_____, $ I$ I$ u. Dote the c,c<ount was initiated: ~- -'S-`,~~ 5. Name(s) in which Safe Deposit f3ox wds held: _.,_~/-~ _ 6. Date the box was initially rented: ~~~ _.,_ 7. (3rcnch address at which the box is located: S. loan infcrmaticn ~_ a. UnSecufed loans; b, Secured Consumer loans: c. Mortgace loans: 9. Miscellaneous: /~S7- ~T $ Hewed :n[ Psc Diem Inc ~ I I ~__ I I_____.._.__._ $ I I $ ^~ ! I $ I I P. 03 PEH-01-2002 1358 PR HOUSING P.01i02 PENNSXLVANIA IiOUSTNG FINANCE AGENCY 2141 NORTFI FRONT STREET P. O. BOX 8028 HARRISBURG, PA 17110 (717) 780-3800 February 1, 3002 Attorney Vicky Ann Trimmer Mette, Evans & Woodside FAX # (717) 236-1816 RE: Estate of Theresa M. Shimp Loan # 76901 Per your letter dated January 11, 2003, we are providing a date of death loan balance on the above-mentioned loan. As of May 7, 2001 the principal balance on this loan was $46,124.20. A copy of the loan history is attached. If you need further assistance please contact me at (717) 780-3982. sincerely, Sue Peck Finance 08icer II Attachments FEB-01-2002 13 58 PR HOUSING P.e2~02 z^1 a^ al of mal mPl NI v+lvp zr mw1 ^moI o1 01 D> <a a^ I aa-.I I V I r l _-1 a .ol <••ol of ^l om rz e^ vl it y ~1 ~I ~1 a w-. ~ I I I N N O. OI N OI OI x0 ~O 10 JI ^!f W f Oz WS N O I Z O I O I O I Cm A•• u m L% I 1 I I71XC•• ~ ~ pi m D~ of of -Im ^ t 1 r ~ I ~ I y•• m r I D I 1 las ~ a p. I N a l fT I Q. I m D - V1 Pi •'i VI; F' w1.ro~ •J A O ~I 9 OI O Plna a O i 3 N i N I 1^ i O-ni -~ o I y I 1 N I m~• x~ O I I 1 O I O y N i z i i I y• A Proi I I I I pD- 1 I I I Oyxr ~ 1 VI I I ~0 f•I<On ~+ 1 \ V1 ~Il , r I I O N N I V I Oy xx •F. Ni \ ~i ~i ~i irsmA~ !G W I ro0 1 O I ro O I y ~• •• A ID i m+ I O O i 'A D I ~ i m i O I 1 I O+N f]I n' - I I I 1 N O N D ~ ro 9 1 I I 19 xpwD mm c I X I I F I A D y n R I O~W I I L1 I- A A IDS I IN Iz -1 0 IN I bl~ In x ro I m I 1" I O) I- x 1 (.I I IT. I m. I T y S ~l D 1 m m w 1 T N 1 f0 m O 1 4 - D p i Jm W m0 i O~fO 1 r a y { I 9 I D 1 D I- 1 S N I -1-W I -iW I y I x OOroK z I mx01 M•+I m l y O••O y Im••ybl m••Ol m•. Im ON Im Im Im IA -+rn ro o t v r I O I O 1 m 9 pp I a^N I Vf VII NO 1 fA Dim b 1 00 1 O I O l y OOAS .{ i a1~w i VI\~ i t\~ i m ~' I NO N I NON I wOV 141 'tlN I f0.• 1 1 I A D]1 O ~wlw \Nlp Nlm O10 O< N ^~ i rDO~+ i ~c DVI i r~c i E <n o \ I y\ ~ y I y mp o I no 1 n I n I * mo ~ I x-. I s I s I D x m O I .. 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Z ~ N,. ~ ~ Z m 1 '. ~ O a ~ m • ~ ~ ~ ~ ~ _ m. q' O( = z r p m Z ~ W z = ~ m m m o ~ D ~ , ~' ~ ~ a ~c N = °i D m r" ~ \ Z. m m ~ m ~~ ~_ D D x ~ ° \ Z c ~ O m `m ~ \ O ~ X ~ N ~ ~ ~ ~ Z ~ o ~ ~ \ ~ D ~ . ~ \ \ f/J G ~ L~ ~\ m 7 ~ C~ ~ ~ _ ~ ~ ~ ~ \ ~ ~ Q m ._ RI ~ o ~ _ \ m ? k ~ G ~ _ ~G ~ y p ~ ~ D L, c q y O ?~ SI X ~ o ~ ~~ ~ ~ ~~ ~` ~ \ O a 0 n P T ~ O ~\ n ~ 2 ~ o N ~ .~ m ~ l ~~ Q \~~ 0 -1 ~ ~ Z N y ~ ~' \ ~~ Q ~ n ill ~~ ~ ~ I~:'` V W f m:y CA] \ ~ PP..IIw iil. \ 111 ~ ~'~ \` A -1 m x ~ ~ ` S ~ o -i m _ T !/i D. ~• 11 Q C O x, D ~. c m y ` ' ` / N m O O m N W N' ~ O V O ~ O y .~. ~ ~ `+ ~O O A• il/ ~ O ~ v N ti l ~ O N ~~ CI -i D 2 2 y p n z m a 3 ~ D T O n ~ y z m m m t ~ O n a D x z N Z T s m a D m n O Z N 1 0 n N /"~ m l 9 C m f/J < _ a ~ N m ~ N W n A m W a a ~ z O y m ~ T 2 y O H June 8. 2001 Mette, Lvans & Woodside A'fTN: Vicky Ann Trimmer 3401 North Front St. P.O. Box 5950 Harrisburg, PA ] 7l 10-0950 RE: Estnte ojTheresa M. Skimp SS# Z02-20-0530 Dear Vicky: Pursuant to your request for information regarding Theresa M. Shimp's accounts held at rn1r firm, I'm enclosing account statements valued at her date of death -- May I l`h, 2001. Additionall~~, her three accounts are summarized below Account Type Account # Bene rciar 6'aicre on Mntr I7`~`, 2001 hnrrable Annuity 10060881 Estate 8'll j, 217.33 Brokerage 124 BMA-52987 Estate 8 43, 024.05 Irulivz~la~a( Brokerage B!~1A-38=14?~ NlA $157,?29.99 Please call if you require additional information. Sincerely- Arent R. Ueorge Enclosures I "The PlOnning People" Eslote, Retirement, Business and Personal Finoncial Services Reglstereo Representatrve of and Securliles offered inrough MML Investors Services. Inc. Supervisory Ofllce: 1414 Ma7n Sheet $Rringfleld, MA 01144-1013 413-737-8400 Brent R. George 274 Senote Avenue. Suite 303 Insurance Investments Camp HIII. PA 17071 Retirement and Estate Anclysls Otf ~, p17) 7b3-7365 Wienken & Associates ,~~ ~ 1 ~n^~ Fox: (717) 763-7684 Financiol Services NU o N d ~ 00 ~ L4 p 0 w u ~ j w nnS /--t J ~~ "I Y~~~~~ I __~~~,~ Y a' 01 N V ' LC N E O., rn c~i t`i .~ v ~ N tfi p N ~ V L ~"~ I it aN+ ._ n vii ~ ~ £ U ~ u, Q d " ~ W I rte. O N ~ ~ ~ I pe y ¢ `~° x ~ ~ '- ~ ~ ~ , ~ '~ V] W M p I 'O T N o E r ~ ~ 61 V O N 1~ C N U O 17 ^~ ~ ~^~]7 00 ~ O C ao 0 o ao w ~>> ~p ~ y u -.~ i--~ far O N .-. I W W N v rn d 4. 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Real Estate (Schedule A) (1) 85, 000.00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 205, 879.94 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fore with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 36, 237.8 3 tax payment. 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) (7) 158, 241.37 8. Total Assets (g) 485,359.14 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule Hl 13,921.07 (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 47,4 35.6 0 11. Total Deductions (11) _ 61 .~ 6.67 12. Net Value of Tax Return (12) 424, 002.47 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 424, 002.47 NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) .00 X 00 _ .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 . .00 17. Amount of Line 14 at Sibling rate (171 214,501.24 X 12 25,740.15 18. Amount of Line 14 taxable at Collateral/Class B rate tl8) 209,501.23 X 15 - 31,425.18 19. Principal Tax Due (lq)= 57,165.33 reY roen*rc. -- - DATE NUMBER + INTEREST/PEN PAID (-) AMOUNT PAID 08-13-2001 CD000138 .00 50,000.00 02-11-2002 CD000845 .00 4,533.96 11~ 1 crtCJ 1 1J I.n HPCVCL 117 PLU Ul'717 U'}-UY-LUUL AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT 54,533.96 BALANCE OF TAX DUE 2,631.37 INTEREST AND PEN. 24.60 TOTAL DUE 2,655.97 * IF PAID AFTER DATE INDICATED, SEE REVERSE [ IF TOTAL DUE IS LESS THAN 31, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A RF FIIIJn CFF QCUCOCC c7nr ne TYTC rneu me r....~......~~...... BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT k'.: -... VICKY ANN TRIMMER E5Q ~~#~~` _~ ~ "~ '~'~ METTE ETAL PO BOX 5950 ~;~, H B G ~~!'i~.I I ~ ~/ REV-1607 EX ~FP [O1-D2) DATE 04-01-2002 ESTATE OF SHIMP THERESA M DATE OF DEATH 05-11-2001 FILE NUMBER 21 01-0524 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~ ---------------------------------------------------------------------------------------------------------------- REV-1607 EX AFP (01-021 ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ~~~( ESTATE OF SHIMP THERESA M FILE N0. 21 01-0524 ACN 101 DATE 04-01-2002 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: 03-25-2002 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 57,165.33 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID OS-11-2001 CD000138 2,631.58 50,000.00 02-11-2002 CD000845 .00 4,533.96 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, 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. ) 57,165.54 .21CR .00 .21CR ~\ tai ~' I,1 STATUS REPORT UNDER RULE 6.12 NAME OF DECEDENT: THERESA SHIMP DATE OF DEATH: May 11, 2001 FILE NO: 21-01-0524 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: 8/31/03 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. -- DATE: ;~ /I 1 ~- j . i~r~t~ ~ ,_ l ~ _ _ Signature; Vicky Ann Trimmer. Esquire ~"? ,~ 3401 N. Front Street. Harrisburg, PA 17110-0950 Q ~: ~ (717) 232-5000 M CV ~ - Capacity: Personal Representative ~ a' M °' ~ X Counsel for Personal Representative Ja ~ O a~ :; ;~ V :326799 1 Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone:(717) 240-6345 Date: 4/09/2003 CHUBB SUZANNE 3440 DERRY STREET HARRISBURG, PA 17111 RE: Estate of SHIMP THERESA M File Number: 2001-00524 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: 5/11/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc : /File Counsel Judge (~ij STATUS REPORT UNDER RULE 6.12 NAME OF DECEDENT: THERESA SHIMP DATE OF DEATH: May 11, 2001 FILE NO: 21-01-0524 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: DATE: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~'/ 1~ ~u 3 ~= Signa ure Vicky Ann Trimmer Esquire 3401 N Front Street Harrisburg, PA 17110-0950 X717) 232-5000 Capacity: Personal Representative :~Y~ tiJ :334407 ~~ X Counsel for Personal Representative