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Home My WebLink About01-0729 PETITION FOR PROBATE and GRANT OF LETTERS Estate of' ~~O~, ft16~,,~ )"...,~S No. -.Zl- D\.-' a'l also known as To: Register of ~lls for tb<; _ tAA. Deceased. County of l..,S1It weR~~ In the Social Security No. 110 - 32 -2.'33- Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/'alCJ.8 years of age or older an tpe execut r I ~ in the last will of the above decede~ dated SYCIfIt h... ~}I and codicil(s) dated ..A JtJ AJ .l:.,. najed ,19~ years f age, d' ed at \ ~ Except as follows, decedent did not marry, was not divorced and did not hav a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: A/tJA)L., .. Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situ t d s fol1ows: )JtJr , (..""" ~ 6" .. /f;./ 000 ~ . WHEREFORE, petitioner(s) respectfully requ.fst(s) the probate of the last will and codicil(s) presented herewith and the grant of letters ~rl<cr- .... ~ (testamentary; adminis ration c.t.a.; admInistration d.b.n.c.t.a.) theron. i~ r .8- ~CkA ~m~ .~~ \ cx::g '00 c:-: "'..::: ~~ CU<+-o :;0 1\1 r:: till Vi AI~= JUIIf~t>'.s 1e~/,,~ ~~i~; OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } S8 COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. ~:r~~~ ~~ t~~ affirmed6t8fi'd SUb:;~ ~c;~~:~ ~ UGUST XI>> 0 1 ~ f} ~ . ~ R~~~ ~ No. 21 - 01 - 729 Estate of TJolto. r: II-J /JI~6vtIIoJ Su "'WI €~S . Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW AUGUST 7, >i~ 2001, 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 SEPTEMBER 24 ~ 1991 described therein be admitted to Qrobate and filed of record as the last will of DOROTHYiMORGAN SUMMERS TESTAMENTARY NANCY SUMMERS and Letters are hereby granted to FEES Probate, Letters, Etc. ......... $ 235.00 Short Certificates(4) . . . . . . . . .. $ 12.00 RXe_npUangCeiastiop.9 )' . . . : . . . . . . . . . .. $ ~~ 27.00 JCP $ 5.00 TOTAL _ $ 279.00 Filed ..... .AUGUS.1. 7 .. 2.QOJ. . . . . . . . . . . . . ~O~~;J:Lfi~. MARY CLEWIS (;.""'6,/ .R X'e.cf #;:.2. "0 '5 A TIORNEY (Sup. Ct. 1.0. No.) ). YA10 AI. 3411- 5r/. ~rJ--/.J /;;; /;tJ n /llJ PHONE 7/7- ~>~-dtd~ Mailed letters to Elizabeth Feeser on 8-7-01. 'I 0<.8(1< l~r:V ~iS(' This is to certify that the information here given is correctly copied fro~ an original certificate of death dul~ filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 7619220 No. /i . J,.,/J ~'(/ ~'- ,:...~~ Local Registrar JUL 3 1 2001 Date .144 Rev. 1IlU COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH (Coroner) DlcI dec;edenl live In. a..rnberland 1OWnIhlp7 17d.~ ~==of MOTHER'S NAME (Fits!, Middle. Maiden Swneme) 1 . Elizabeth 8ni.th WFM1l6MWhea~' 231t. no. ___......24-2e_be~by Aprx. DArEPRONOUNCEDDEAO!MonIh,Day,'lIlat) \W>CASEREFERRED1O:~EXAMIHi;~1 NoD ~:-'IIlIho~<*Ih. 24. 4:00 A M. 21. July 28, 2001 !Iij - 27.lWn' I: en. the......1njurIM or ~ which C8UMd the death. Do IlOl... the mocle of dying, -=II .. carcIac or raplratory arrwl, IIlClCk or hHl1la1lura, .Approxlmat. PART U: Olhar IignlfIcanI c:ondIlIona conIrIbuIing 10 dMIh. but ~ LIIl only - - on eac:Il..... :1nIervaI ~ IlOl rMUlIIng In the underlying __ gMtn In PMT I. : 0IlMl and death I NAME OF DECEDENT (FnI, Middle. la&t) Dorothy AGE (Lul BirIlday) UNDER 1 YEAR Monlha Deya SEX . 2. Female Summers ORE OF BIRTH (Month, Day, 'llIar) UNDER 1 DAY Houn M~ BIRTHPlACE (Cily and Stale or Foreign Country) 91 Yra. Sep.12,1909 Sharon Hill, .. 7. . OF DEATH FACILITY NAME (n not onsIituIion. give 1lr881 and number) Cumberland Camp Hill Ie. \W> DECEDENT EVER IN u.s. ARMED FORCES? v.0 NoKJ Pa 17b. 2001 21 . ~CAUIE(FInaI diIeae Of condilion =r-..lling in dMIh)_ p Accident a. ~ SequenllIIIy IIIl concIIIona ===~=== -CAUlE~OfiIPY -.... inIIi8Ied__ :;tiinldlno in dIeIh) LAST __ d . _ MS ANAlI10PSY WERE AUlOPSY FINDINGS -iii,ijj PERFORMED? AoNLABU: PRIOR 10 ~ ~OFCAUSE DUE 10 (OR AS A CONSeQUENCE OF): DUE 10 (OR AS A CONSEQUENCE OF): MANNER OF DERH DArE OF INJURY (MonlII, Day, 'l\leI) It D o Natural AccIdenl Homlcldot ~ v. D No)(. PendIng IrMMigation v.D NoD SuIcIdot 21. CouklIlOl be dehtrmlnad ... lib. caRTFIER (ChecIc onIy-> 'CEIITFYINQ PHY8lCIAN (PhyIicien ceflIlying __ 01 deeth wt*> enolher phylici8n haa pronounced deeth and complel8d Item 23) lb......or""~,dMIh__duetolhe.......I)ancI_..IIIIIed...............................,.......,............ . ~ ~ ~ ::ill ~> .PRONOUtICING AND c:&mI'YIIIG PHY1tlCIAN (Physici&n boIh prgnouncing deeth and cerliIyIng to _ 01 deeth) lb.......ormylulowleclle.dMIh__................ancI......ancldueto......)ancI_........,......................... . "IIEOICAL EXAIIINEAICORON On IM......of U8IIIInIIIloft 8IIIIdI<< lnveetlplloft.1n my opinion. dMtb occ:un-.d ..the time..... ... p1_. Md due to the ClUM(I) Md _.. aIIdecI.. . . . . . . .. ... . .. . . . . .. . . ... . . .. .. " . . . . . . . ... . . . . . . . . . , . . . . . , .. . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . 11L aa.~~~ 1JlliltA I DArE OF DEATH (ManIh. Day. 'tiler) 4. July 28, 2001 ~)D 10. MARITAl. STATUS. Married ~ Married, WIdowed, Diwrc:ed l$peclly) Widowed SURVIVING SPOuSE (n will, give nl8idIn name) 170.0 .... dec;edenlllved if> Canp Hill cIlylt '~~n:y Pa 17339 lOCAl'ION ; ClIyt1bwn, Sl8I8.2lp Code ./ TIME OF INJURY INJURV 1i1 V\IORK? DESCRIBE HOW INJURV OCCURRED. v. D NoD Coroner 34. &10 / " w--- OF DOROTHY MORGAN SUMMERS I, DOROTHY HORGAN SUMMERS, declare this to be my Last will and Testament and hereby revoke all prior wills and codicils made by me. FIRST: My Executrix shall pay from the residue of my estate all my debts, funeral and administration expenses and all estate, inheritance, succession and transfer taxes imposed by the United states or any state, territory or possession which shall become payable by reason of my death. It shall not be necessary to file any claims therefor, nor to have them allowed by any court. SECOND: I give such of my tangible personal property as is set forth in a separate, dated and unsigned letter of instruction, which I shall place with my will, to the persons therein designated. If I have not left a letter of instruction or for those articles of property not distributed under this letter of instruction, I direct that such items be distributed to my children and children of my deceased son, GEORGE STEPHEN SUMMERS, living at the time of my death as they may select in as nearly equal shares as is practical. If there is any disagreement as to distribution, I direct my Executrix to make such distribution. The decision of my Executrix shall be final and binding. I direct my Executrix to sell, or otherwise dispose of in her discretion, any such property '", ", LAST WILL AND TESTAMENT OF DOROTHY MORGAN SUMMERS not specifically distributed by my letter of instruction or selected by my beneficiaries and to add the net proceeds from their sale to the residue of my estate. THIRD: I give and devise the residue of my estate, real, personal and mixed, of whatever kind and nature, and wherever situate at the time of my death as follows: A. Twenty-five (25%) percent to my daughter, NANCY SOMMERS. If she should predecease me, this share shall be divided equally among my grandchildren. If a grandchild has not attained the age of twenty-five (25) at the time of my death, his or her share shall be held IN TRUST, and administered in accordance with the provisions of Item FOURTH herein. B. Twenty-five (25%) percent to my daughter, ELIZABETH SUMMERS FEESER. If she should predecease me, this share shall be divided equally among my grandchildren. If a grandchild has not attained the age of twenty-five (25) at the time of my death, his or her share shall be held IN TRUST, and administered in accordance with the provisions of Item FOURTH herein. c. Twenty-five (25%) percent to my daughter, CHRISTINE SUMMERS HOULTON, per stirpes. 2 , I . . LAST WILL AND TESTAMENT OF DOROTHY MORGAN SOMMERS D. Twelve and one-half (12 1/2%) percent each to the children of my deceased son, GEORGE STEPHEN SUKMERS - they being FRANKLIN VINYARD SUMMERS II and LILY MAE SUMHERS. If they have not attained the age of twenty- five (25) at the time of my death, his or her share shall be held IN TRUST and administered in accordance with the provisions of Item FOURTH herein. FOURTH: Any shares that I have directed to be administered under this Item shall be held IN TRUST, with each share separately accounted for, for the following purposes: A. Trustee to accumulate income or pay on behalf of each grandchild, so much of the income and principal as Trustee, in her sole and absolute discretion, deems advisable for the health, maintenance, support and education (including vocational and college education, both graduate and undergraduate) of each grandchild after taking into consideration his or her other readily available assets and sources of income. The Trustee may apply the net income, accumulated income and principal of each grandchild's trust share for the health, maintenance, support and education of each grandchild should he or she by reason of age, illness or any other 3 LAST WILL AND TESTAMENT OF DOROTHY MORGAN SUMMERS cause, in the opinion of the Trustee, be incapable of disbursing it. B. The following additional directions are provided: (a) A grandchild who has attained the age of twenty-one (21) years, may request and receive up to one-half (1/2) of the net income of such grandchild's trust share. (b) As each grandchild attains age twenty-five (25), such grandchild may request and receive from the Trustee absolutely the then-remaining principal and accumulated income of such grandchild's trust share. (c) Should such granchchild fail to survive to age twenty-five (25), the then- remaining principal and accumulated income of such grandchild's t..:rust share shall be distributed to such grandchild's surviving issue, if any, in equal shares; if no issue survive such grandchild, the then-remaining principal and accumulated income shall be distributed in equal shares to my remaining 4 LAST WILL AND TESTAMENT OF DOROTHY MORGAN SUMMERS issue, per stirpes; except that the share of any of such issue for whom the Trustee holds property in trust under the terms of this will shall be added to and thereafter be treated as a part of that trust. FIFTH: I nominate, constitute and appoint NANCY SUMMERS Executrix of this my Last will and Testament, to serve without bond or security, and to make distribution of my estate in cash or in kind, or partly in cash and partly in kind, and in such manner as she may determine. I authorize, empower and direct her to sell and convey, by good and sufficient deed, in fee simple estate, any and all of my real estate, at public or private sale, for such price or prices, upon such terms and conditions, as in her judgment is best for my estate, and to that end to sign, seal, execute, acknowledge and deliver all deeds or other instruments necessary therefor, as effectively as I could do if I were personally present. In the event such person does not survive me, or refuses to act as Executrix or does not complete the duties of Executrix, then I nominate, constitute and appoint ELIZABETH SUMMERS FEESER as the alternate Executrix, to serve without bond or security. My 5 LAST WILL AND TESTAMENT OF DOROTHY MORGAN SUMMERS alternate Executrix shall have all of the powers, privileges, duties and immunities as provided herein. SIXTH: I hereby nominate, constitute and appoint my daughter, NANCY SUMMERS, Trustee of any Trust created herein, to exercise all of the pO'\vers conferred upon trustees by law, and all of the discretionary powers granted herein. The Trustee and any successor trustee shall be entitled to compensation for services from time to time during the period in which they are performed. If my daughter, NANCY SUMMERS, refuses or is unable to act as Trustee, predeceases me or dies before the termination of any trusts herein created, I nominate, constitute and appoint my daughter, ELIZABETH SUMMERS FEESER, as my successor Trustee. My successor Trustee shall have all of the powers, privileges, duties and immunities as provided herein. SEVENTH: No beneficiary shall have the power to anticipate, encumber or transfer his or her interest in my estate or any trust created herein in any manner other than by the valid exercise of a Power of Appointment. No part of any trust or my estate shall be liable for or charged with any debts, contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any creditor of a beneficiary. 6 LAST WILL AND TESTAMENT OF DOROTHY MORGAN SUMMERS EIGHTH: In addition to such other powers and duties as may have been granted elsewhere in this Will, the Trustee shall have and exercise exclusive management and control of the trust, and shall be vested with the following specific powers and discretion, in addition to the powers as may be conferred generally from time to time upon trustees by law: A. To invest, reinvest and keep the trust assets invested in such real and personal estate as a prudent man of intelligence and discretion would do for himself, for investment and not for speculation, giving due regard to the safety of the principal and the adequacy of the income, without being limited to the so-called "legal investment" in the Commonwealth of pennsylvania B. To sell or otherwise dispose of any property, real or personal, at any time held hereunder, for cash or upon credit, in such manner and on such terms and conditions as the Trustee may deem best, and no person dealing with the Trustee shall be bound to see to the application of any moneys paid. C. To borrow or loan money for any purpose in connection with the administration of this trust upon such terms and with such security as the Trustee may determine. 7 LAST WILL AND TESTAMENT OF DOROTHY MORGAN SUMMERS D. To make any distribution hereunder in cash, in kind, or partly in cash and partly in kind. E. To maintain all property held in trust hereunder in a single fund, and to maintain such records as may be necessary to properly administer said fund and the trust created herein. F. To make any distribution hereunder for the benefit of minor beneficiaries directly to the beneficiary thereof, to the natural guardian of such beneficiary, to his or her legal guardian, or to the person who has custody of such beneficiary, or to apply any such distribution directly for the benefit of any such beneficiary. The Trustee shall not in any way be liable to see to the proper use or application of any such amount paid, whether directly to a beneficiary or otherwise. G. To receive such other property, including policies of insurance, or the proceeds thereof, upon the life of the Testator or any other person and to administer such property or policies and the proceeds thereof in accordance with the terms of this will. H. To dispose of all income producing property upon whatever terms or conditions the Trustee deems advisable. 8 LAST WILL AND TESTAMENT OF DOROTHY MORGAN SUMMERS I. In general, to exercise all powers in the management of this trust which any individual could exercise in the management of similar property owned in his or her own right, upon such terms and conditions as the Trustee may deem best, and to execute and deliver all instruments and to do all acts which the Trustee may deem necessary or proper to carry out the purposes of this trust. IN WITNESS WHEREOF, I, DOROTHY MORGAN SUMMERS, the Testatrix, have to this my Last will and Testament, set my hand and seal this ~~ day of ~r-'~'~'-" , 1991. J~~~~~w-Wv..4SEAL) DOROTHY ORG MMERS signed, sealed, published and declared by the above named Testatrix, as and for her Last will and Testament, in the presence of us, who have hereunto subscribed our names at her request, as witnesses hereto, in the presence of the said Testatrix, and of each other. The preceding document consists of this and eight (8) other consecutively numbered typewritten pages. ~A ~~~2t_residing at ~~ ~t?&1<-<-'i- residing at r. v ~ {'ytJ~ o u ~- ~1)L 7J~ j'a-c/ ;4 ~J h<V" / f:J-- -/ ..... 9 . . ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF '0,4 U P 1-1-1 tV SS. : The Testatrix and the witnesses whose names are subscribed to the foregoing instrument, being first duly sworn and qualified according to law, do hereby acknowledge and declare to the undersigned authority that the Testatrix signed and executed the instrument as her last will in the presence of the witnesses, that she signed willingly or willingly directed another to sign for her, that she executed it as her free and voluntary act for the purposes therein expressed, that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses, and that to the best of their knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~~..m~l~~ Test tri . Q~ Jib ~~~ T -Witness . , . 02il-~ ~ f'J<--~/.lJ /YL / witness ( ~ 'J Sworn to, subscribed and acknowledged before me by the above named Testaotrix and witnesses this dl/iI.., day of ^<::;"./'l(L - J~O.A 19 q I . ~r //IJA..,{J - '" ~~.kkl1~l~ Nota y Public . or Attorney-at-Law (SEAL) r:;;NOTARIAl SEAL ... ANN MARIE BONAWITZ, NOTARY PUBLIC I HARRISBURG, CAUPHIN COUNTY MY COMMISSION EXPIRES DEC. 0, 1001 Member, Pennsylvania Association of Notaries i;: - ---- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Dorothy M. Summers Date of Death: July 28. 2001 Admin. No. 21-01-729 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: Name Address DATE Nancy Summers 116 Wheatland Road Lewisberry, P A 17339 08/09/01 Elizabeth S. Feeser 4900 Colonial Drive Mechanicsburg, P A 17055 08/09/01 Christine S. Moulton 207 Hummel Avenue LemoYlle, PA 17043 08/09/01 Lily Mae Summers 905 Pisgah Street Road Shermans Dale, P A 17090-8765 08/09/01 Franklin Vinyard Summers, II 905 Pisgah Street Road Shermans Dale, P A 17090-8765 08/09/01 Notice has now been given to all persons entitled thereto under Rule 5.6(a). "W- () N <;) .;;( CL Signature Name Gregory R. Reed. ESQuire Address 2423 N. Third Street Harrisburo. PA 17110 Telephone (717) 238-0434 Date: ~ C- 0\ ..- x Counsel for personal representative ~;;~''''': f.,.,' ; """," >~ ,~~'.i () c:;:' :~) (1) <l.~O: 0: ::::;:.. c::J Z .f:: - p d3 ..~.o .,_ s:: ;:,j,) = Gu IN THE OFFICE OF THE REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA IN THE MATTER OF THE ESTATE OF DOROTHY M. SUMMERS LATE OF THE BOROUGH OF CAMP HILL, CUMBERLAND COUNTY, deceased NO. 21-01-729 RECEIPT FINAL AND COMPLETE RELEASE AND INDEMNIFICATION AGREEMENT KNOW ALL MEN BY THESE PRESENTS, that I, Nancy Summers, do hereby acknowledge receipt, from Nancy Summers (hereinafter referred to as "Fiduciary"), Executrix of the Estate of DOROTHY M. SUMMERS, deceased, of the sum of $39,620.69 Dollars and 25% of the Northwestern Mutual Life Insurance, in full and complete settlement and satisfaction of all claims, distribution, shares and property, (real and/or personal, tangible and/or intangible) due the undersigned from the estate. The undersigned acknowledges receipt of Notice of Beneficial Interest in Estate from the FIDUCIARY and timely information from FIDUCIARY when requested by the undersigned. IN CONSIDERATION WHEREOF, the undersigned does hereby remise, release, quitclaim and forever discharge the FIDUCIARY and the respective heirs, personal representatives, successors and/or assigns thereof as well as said decedent's estate, of and from all manner of actions, cause or causes of action, debts, dues, claims and demands whatsoever, both in law and in equity, against the FIDUCIARY, individually, corporately and/or in a fiduciary capacity, and against said decedent's estate, whether as legatee under the Last Will and Testament and/or as heir-at- law of said decedent and/or as claimant/creditor and/or in any other capacity which the undersigned has had or now has or ought to have had for or by ~eason of any act~ matter, cause or thing from the beginning of the world to the day of the date of these presents. AND IN FURTHER CONSIDERATION WHEREOF, the undersigned does hereby expressly stipulate, covenant and agree, in consideration of the aforesaid distribution and payment, to indemnify and hold harmless said FIDUCIARY and the respective heirs, personal representatives, successors and assigns thereof against loss from any and all further claims, demands and actions, in law or in equity or otherwise, that may hereafter at any time be made or brought by the Commonwealth of Pennsylvania, or anyone in its behalf, for any unpaid Pennsylvania Death Transfer Inheritance Taxes or by the Internal Revenue Service, or anyone in its behalf, for any unpaid Federal Gift or Estate Taxes on the gross taxable estate of said decedent and the undersigned hereby waives any and all rights of exemption, both as to real and personal property, to which the undersigned may be entitled under the laws of this or any other state as against such claim for reimbursement or indemnity. The undersigned does hereby consent to the discharge of the FIDUCIARY without notice to, or necessity of joinder of, the undersigned. IN WITNESS WHEREOF, the undersigned has duly executed this Receipt, Final and Complete Release and Indemnification Agreement the day, month and year set opposite the signature of the undersigned. ~ - Wi tness /2/; 7/0 Z- Date ~~l~~ Nan y Surnm\ers ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA :ss COUNTY OF DAUPHIN On this, the 11r----day of ~L , 2002, before me, the undersigned officer, personally appeared Nancy Summers, known to me (or satisfactorily proven) to be the person named in the foregoing instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. NOTARIAL SEAL CARA J. WENGER, Notary Public City of Harrisburg, Dauphin County My Commission Expires Feb. 24, 2003 NQ~2. ~ ~ IN THE OFFICE OF THE REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA IN THE MATTER OF THE ESTATE OF DOROTHY M. SUMMERS LATE OF THE BOROUGH OF CAMP HILL, CUMBERLAND COUNTY, deceased NO. 21-01-729 RECEIPT FINAL AND COMPLETE RELEASE AND INDEMNIFICATION AGREEMENT KNOW ALL MEN BY THESE PRESENTS, that I, Elizabeth Summers Feeser, do hereby acknowledge receipt, from Nancy Summers (hereinafter referred to as "Fiduciary"), Executrix of the Estate of DOROTHY M. SUMMERS, deceased, of the sum of $39,620.69 Dollars and 25% of the Northwestern Mutual Life Insurance, in full and complete settlement and satisfaction of all claims, distribution, shares and property, (real and/or personal, tangible and/or intangible) due the undersigned from the estate. The undersigned acknowledges receipt of Notice of Beneficial Interest in Estate from the FIDUCIARY and timely information from FIDUCIARY when requested by the undersigned. IN CONSIDERATION WHEREOF, the undersigned does hereby remise, release, quitclaim and forever discharge the FIDUCIARY and the respective heirs, personal representatives, successors and/or assigns thereof as well as said decedent's estate, of and from all manner of actions, cause or causes of action, debts, dues, claims and demands whatsoever, both in law and in equity, against the FIDUCIARY, individually, corporately and/or in a fiduciary capacity, and against said decedent's estate, whether as legatee under the Last Will and Testament and/or as heir-at- law of said decedent and/or as claimant/creditor and/or in any other capacity which the undersigned has had or now has or ought to have had for or by reason of any act,: matter, cause or thing from the beginning of the world to the day of the date of these presents. AND IN FURTHER CONSIDERATION WHEREOF, the undersigned does hereby expressly stipulate, covenant and agree, in consideration of the aforesaid distribution and payment, to indemnify and hold harmless said FIDUCIARY and the respective heirs, personal representatives, successors and assigns thereof against loss from any and all further claims, demands and actions, in law or in equity or otherwise, that may hereafter at any time be made or brought by the Commonwealth of Pennsylvania, or anyone in its behalf, for any unpaid Pennsylvania Death Transfer Inheritance Taxes or by the Internal Revenue Service, or anyone in its behalf, for any unpaid Federal Gift or Estate Taxes on the gross taxable estate of said decedent and the undersigned hereby waives any and all rights of exemption, both as to real and personal property, to which the undersigned may be entitled under the laws of this or any other state as against such claim for reimbursement or indemnity. The undersigned does hereby consent to the discharge of the FIDUCIARY without notice to, or necessity of joinder of, the undersigned. IN WITNESS WHEREOF, the undersigned has duly executed this Receipt, Final and Complete Release and Indemnification. Agreement the day, month and year set opposite the signature of the undersigned. /~)/7 JaP-- Date i)} {);;t(/ A //, _f.-- ~_ /.... G c:(d'- /~VL ,1#-1(.1 tg.-. ,,:CiltJ.,,{A/ B~izabeth Summers Feeser ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA :ss COUNTY OF DAUPHIN On this, the 17~ day of ~k , 2002, before me, the undersigned officer, personally appeared Elizabeth Summers Feeser, known to me (or satisfactorily proven) to be the person named in the foregoing instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. , NOTARIAL SEAL . CARA J. WENGER, Not~ry Public City of Harrisburg, .Dauphln ~~u~~03 ~y Commission ExpIres Feb. , _ G<;J' !j)y~ ~ - No . Publ"c ~ IN THE OFFICE OF THE REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA IN THE MATTER OF THE ESTATE OF DOROTHY M. SUMMERS LATE OF THE BOROUGH OF CAMP HILL, CUMBERLAND COUNTY, deceased NO. 21-01-729 RECEIPT FINAL AND COMPLETE RELEASE AND INDEMNIFICATION AGREEMENT KNOW ALL MEN BY THESE PRESENTS, that I, Christine Summers Moulton, do hereby acknowledge receipt, from Nancy Summers (hereinafter referred to as "Fiduciary"), Executrix of the Estate of DOROTHY M. SUMMERS, deceased, of the sum of $39,620.69 Dollars and 25% of the Northwestern Mutual Life Insurance, in full and complete settlement and satisfaction of all claims, distribution, shares and property, (real and/or personal, tangible and/or intangible) due the undersigned from the estate. The undersigned acknowledges receipt of Notice of Beneficial Interest in Estate from the FIDUCIARY and timely information from FIDUCIARY when requested by the undersigned. IN CONSIDERATION WHEREOF, the undersigned does hereby remise, release, quitclaim and forever discharge the FIDUCIARY and the respective heirs, personal representatives, successors and/or assigns thereof as well as said decedent's estate, of and from all manner of actions, cause or causes of action, debts, dues, claims and demands whatsoever, both in law and in equity, against the FIDUCIARY, individually, corporately and/or in a fiduciary capacity, and against said decedent's estate, whether as legatee under the Last Will and Testament and/or as heir-at- law of said decedent and/or as claimant/creditor and/or in any other capacity which the undersigned has had or now has or ought to have had for or by reason of any act; matter, cause or thing from the beginning of the world to the day of the date of these presents. AND IN FURTHER CONSIDERATION WHEREOF, the undersigned does hereby expressly stipulate, covenant and agree, in consideration of the aforesaid distribution and payment, to indemnify and hold harmless said FIDUCIARY and the respective heirs, personal representatives, successors and assigns thereof against loss from any and all further claims, demands and actions, in law or in equity or otherwise, that may hereafter at any time be made or brought by the Commonwealth of Pennsylvania, or anyone in its behalf, for any unpaid Pennsylvania Death Transfer Inheritance Taxes or by the Internal Revenue Service, or anyone in its behalf, for any unpaid Federal Gift or Estate Taxes on the gross taxable estate of said decedent and the undersigned hereby waives any and all rights of exemption, both as to real and personal property, to which the undersigned may be entitled under the laws of this or any other state as against such claim for reimbursement or indemnity. The undersigned does hereby consent to the discharge of the FIDUCIARY without notice to, or necessity of joinder of, the undersigned. IN WITNESS WHEREOF, the undersigned has duly executed this Receipt, Final and Complete Release and Indemnification Agreement the day, month and year set opposite the signature of the undersigned. /~!i!/~:J- ~1i;i~~~~~~;:~~~~~~ ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA :ss COUNTY OF DAUPHIN ~ '"'1.. _ On this, the (~ day of ~;~~---, 2002, before me, the undersigned officer, personally appeared Christine Summers Moulton, known to me (or satisfactorily proven) to be the person named in the foregoing instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. NOTARIAL SEAL CAR A J. WENGER, Notary Public City of Harrisburg, Dauphin County My Commission Expires Feb. 24, 2003 c~ Notary Pu ic ~ IN THE OFFICE OF THE REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA IN THE MATTER OF THE ESTATE OF DOROTHY M. SUMMERS LATE OF THE BOROUGH OF CAMP HILL, CUMBERLAND COUNTY, deceased NO. 21-01-729 RECEIPT FINAL AND COMPLETE RELEASE AND INDEMNIFICATION AGREEMENT KNOW ALL MEN BY THESE PRESENTS, that I, Nancy Summers, as trustee for Lily Mae Summers, do hereby acknowledge receipt, from Nancy Summers (hereinafter referred to as "Fiduciary"), Executrix of the Estate of DOROTHY M. SUMMERS, deceased, of the sum of $19,810.34 Dollars and 12~% of the Northwestern Mutual Life Insurance, in full and complete settlement and satisfaction of all claims, distribution, shares and property, (real and/or personal, tangible and/or intangible) due the undersigned from the estate. The undersigned acknowledges receipt of Notice of Beneficial Interest in Estate from the FIDUCIARY and timely information from FIDUCIARY when requested by the undersigned. IN CONSIDERATION WHEREOF, the undersigned does hereby remise, release, quitclaim and forever discharge the FIDUCIARY and the respective heirs, personal representatives, successors and/or assigns thereof as well as said decedent's estate, of and from all manner of actions, cause or causes of action, debts, dues, claims and demands whatsoever, both in law and in equity, against the FIDUCIARY, individually, corporately and/or in a fiduciary capacity, and against said decedent's estate, whether as legatee under the Last Will and Testament and/or as heir-at- law of said decedent and/or as claimant/creditor and/or in any other capacity which the undersigned has had or now has or ought to have had for or by reason of any act, matter, cause or thing from the beginning of the world to the day of the date of these presents. AND IN FURTHER CONSIDERATION WHEREOF, the undersigned does hereby expressly stipulate, covenant and agree, in consideration of the aforesaid distribution and payment, to indemnify and hold harmless said FIDUCIARY and the respective heirs, personal representatives, successors and assigns thereof against loss from any and all further claims, demands and actions, in law or in equity or otherwise, that may hereafter at any time be made or brought by the Commonwealth of Pennsylvania, or anyone in its behalf, for any unpaid Pennsylvania Death Transfer Inheritance Taxes or by the Internal Revenue Service, or anyone in its behalf, for any unpaid Federal Gift or Estate Taxes on the gross taxable estate of said decedent and the undersigned hereby waives any and all rights of exemption, both as to real and personal property, to which the undersigned may be entitled under the laws of this or any other state as against such claim for reimbursement or indemnity. The undersigned does hereby consent to the discharge of the FIDUCIARY without notice to, or necessity of joinder of, the undersigned. IN WITNESS WHEREOF, the undersigned has duly executed this Receipt, Final and Complete Release and Indemnification Agreement the day, month and year set opposite the signature of the undersigned. -~/L /.;zlt 1 /()~ Date ~'\ Trustee ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA :ss COUNTY OF DAUPHIN i~ k On this, the (7 day of f'1vL , 2002, before me, the undersigned officer, personally appeared Nancy Summers, trustee for Lily Mae Summers, known to me (or satisfactorily proven) to be the person named in the foregoing instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. NOTARIAL SEAL CARA J. WENGER, Notary Public City of Harrisburg, Dauphin County My Commission Expires Feb. 24, 2003 a?J ~7!/\') Notary Publ c IN THE OFFICE OF THE REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA IN THE MATTER OF THE ESTATE OF DOROTHY M. SUMMERS LATE OF THE BOROUGH OF CAMP HILL, CUMBERLAND COUNTY, deceased NO. 21-01-729 RECEIPT FINAL AND COMPLETE RELEASE AND INDEMNIFICATION AGREEMENT KNOW ALL MEN BY THESE PRESENTS, that I, Nancy Summers, as trustee for Franklin Vinyard Summers, II, do hereby acknowledge receipt, from Nancy Summers (hereinafter referred to as "Fiduciary"), Executrix of the Estate of DOROTHY M. SUMMERS, deceased, of the sum of $19,810.34 Dollars and 12~% of the Northwestern Mutual Life Insurance, in full and complete settlement and satisfaction of all claims, distribution, shares and property, (real and/or personal, tangible and/or intangible) due the undersigned from the estate. The undersigned acknowledges receipt of Notice of Beneficial Interest in Estate from the FIDUCIARY and timely information from FIDUCIARY when requested by the undersigned. IN CONSIDERATION WHEREOF, the undersigned does hereby remise, release, quitclaim and forever discharge the FIDUCIARY and the respective heirs, personal representatives, successors and/or assigns thereof as well as said decedent's estate, of and from all manner of actions, cause or causes of action, debts, dues, claims and demands whatsoever, both in law and in equity, against the FIDUCIARY, individually, corporately and/or in a fiduciary capacity, and against said decedent's estate, whether as legatee under the Last Will and Testament and/or as heir-at- law of said decedent and/or as claimant/creditor and/or in any other capacity which the undersigned has had or now has or ought to have had for or by reason of any act, matter, cause or thing from the beginning of the world to the day of the date of these presents. AND IN FURTHER CONSIDERATION WHEREOF, the undersigned does hereby expressly stipulate, covenant and agree, in consideration of the aforesaid distribution and payment, to indemnify and hold harmless said FIDUCIARY and the respective heirs, personal representatives, successors and assigns thereof against loss from any and all further claims, demands and actions, in law or in equity or otherwise, that may hereafter at any time be made or brought by the Commonwealth of Pennsylvania, or anyone in its behalf, for any unpaid Pennsylvania Death Transfer Inheritance Taxes or by the Internal Revenue Service, or anyone in its behalf, for any unpaid Federal Gift or Estate Taxes on the gross taxable estate of said decedent and the undersigned hereby waives any and all rights of exemption, both as to real and personal property, to which the undersigned may be entitled under the laws of this or any other state as against such claim for reimbursement or indemnity. The undersigned does hereby consent to the discharge of the FIDUCIARY without notice to, or necessity of joinder of, the undersigned. IN WITNESS WHEREOF, the undersigned has duly execut€d this Receipt, Final and Complete Release and Indemnification Agreement the day, month and year set opposite the signature of the undersigned. -~ I~;; 7~'L Date ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA :ss COUNTY OF DAUPHIN On this, the ,,'f'-- day of ~W\;~ , 2002, before me, the undersigned officer, personally appeared Nancy Summers, trustee for Franklin Vinyard Summers, II, known to me (or satisfactorily proven) to be the person named in the foregoing instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. NOTARIAL SEAL CARA J. WENGER, Notary Public City of Harrisburg, Dauphin County My Commission Expires Feb. 24, 2003 No(]~;2 M~ IN RE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF DOROTHY M. SUMMERS Deceased ORPHANS' COURT DIVISION FILE NO. 21-01-729 FIRST AND FINAL ACCOUNT OF NANCY SUMMERS, EXECUTRIX OF THE ESTATE OF DOROTHY M. SUMMERS, LATE OF CAMP HILL BOROUGH, CUMBERLAND COUNTY, PENSNYLVANIA Date of Death: Letters Testamentary Granted: Letters advertised: The Valley Times-Star - Cumberland Law Journal - Account Stated to September 30, 2002 . July 28, 2001 August 6, 2001 August 15, 22, 29, 2001 August 17, 24, 31, 2001 SUMMARY & INDEX PRINCIPAL PAGE Receipts 2-3 $305,077.28 Conversions 3 -$14,859.66 $290,217.62 Balance Disbursements 3-5 $ 18,868.47 Principal Balance Remaining $271,349.15 INCOME Receipts 5 $ 8,036.95 Additional Anticipated Expenses 6 $279,386.10 $ 20,876.72 $258,509.38 $279,386.10 GROSS COMBINED BALANCE FOR DISTRIBUTION NET COMBINED BALANCE FOR DISTRIBUTION Assets Held by Accountant 6 Statement of Proposed Distribution 6-7 1 PRINCIPAL ACCOUNT Receipts Accountant charges herself with the following receipts: 1. ALL THAT CERTAIN lot or piece of land situate in the Borough of Camp Hill, County of Cumberland, and State of Pennsylvania, bounded and described as follows, to wit: BEGINNING at a point, the center of an eight (8) inch concrete wall on the eastern side of North 20th Street, on line of land now or formerly of Laura V. Watkins; thence, in an easterly direction along said land now or formerly of Watkins, one hundred sixty-six and five-hundredths (166.05) feet to an alley; thence, in a southerly direction along said alley, sixty (60) feet to a point on land now or formerly of Samuel C. Keller and wife; thence, in a westerly direction along said land now or formerly of Samuel C. Keller and wife, one hundred sixty-six and five-hundredths (166.05) feet to a point on 20th Street; thence, in a northerly direction along the eastern line of 20th Street, sixty (60) feet to the place of BEGINNING. HAVING THEREON ERECTED a two and one-half story brick and frame dwelling house and double frame garage known as No. 113 North 20ili Street, Camp Hill, Pennsylvania. As surveyed by D. P. Raffensperger, Registered Surveyor, on May 2, 1957. Inventoried at $175,000.00 2. Northwestern Mutual Life Insurance Annuity - contract # LBFI004465 Date of death Annuity value $ 93,240.13 3. PNC Bank Checking account #5140192641 (non interest bearing) First Union Savings Acct. #3083366398098 $ 4,173.86 $ 4,614.80 $ 5,691.42 4 . 5. First Union COD #247412050770003 6. Household furniture, furnishings, etc. Sold at public sale on With net proceeds of $ 19,902.58 7 . Rebate from Blue Cross/Blue Shield $ 158.45 8 . Rebate from homeowner's insurance $ $ 11.25 38.00 9. Refund from AARP 2 10. Refund from Verizon $ .13 11. Refund from Purity Abstract $ 235.00 12. Cash $ 753.51 13. Income tax refund $ 1,190.00 14. Refund from Condier $ 94.77 TOTAL PRINCIPAL ACCOUNT RECEIPTS $305,077.28 *For disclosure purposes only, Accountant acknowledges Merrill Lynch CMA Account #872-47979 which had a date of death value of $45,958.00. The account was composed of various equity mutual funds and cash. The asset was included in the inheritance tax return and inheritance taxes were paid. However, this account is not a probate asset. It was subject to a Transfer on Death Agreement (a copy of which is attached hereto and incorporated herein by reference) which resulted in all of the residuary beneficiaries of Decedent's will receiving the same interest in the Merrill Lynch CMA account as if it had been a probate asset although this account was not administered by the Accountant. Conversions Accountant charges herself with the following conversions from PRINCIPAL ACCOUNT - Receipts: Gain Loss 1. Real estate situate at 113 N. 20th street, Camp Hill, Pennsylvania Inventoried $175,000.00 Closing costs of $14,859.66 (not sold until 3/29/02) TOTAL AMOUNT OF GAIN OR LOSS FROM CONVERSIONS 14,859.66 (-$14,859.66) Disbursements Accountant claims credit for the following disbursements: 2001 8/2 8/6 JDK Catering - reception after funeral Probate Fees - Register of Wills 1,321.28 147.00 3 8/8 8/8 8/8 8/8 8/9 8/9 8/10 8/10 8/19 8/19 8/19 8/19 8/30 8/31 8/31 9/3 9/3 9/3 9/3 9/3 9/4 9/10 9/16 9/17 9/18 9/19 9/19 9/24 9/25 9/25 9/25 10/3 10/13 10/22 10/22 10/23 11/1 11/2 11/2 11/2 11/30 11/30 12/19 12/19 12/19 12/22 12/29 12/29 Comcast MCI Water PP&L PNC Bank (visa) Sears Sears (final bill) Harrisburg Patriot News UGI Boscov's Water AT&T Anne M. Ramsey, Tax Collector Anne M. Ramsey, Tax Collector Rolling Green (grave opening) MCI PP&L UGI Premier Eye Care Group, Inc. Lawn's Unlimited, Inc. Comcast Myers-Harner Funeral Home, Inc. Guilford Emer. Phys. York Waste Disposal Internal Revenue Service The Valley Times-Star (estate ad) Cumberland Law Journal (estate ad) MCI UGI PP&L PA - Am. Water State Employee's Retirement System Camp Hill Borough (sewer bill) G. T. Watts, Inc. PP&L PA Inheritance Tax (initial payment) Check printing deduction Register of Wills UGI MCI PP&L UGI Wrightstone Electric, Inc. York Waste Disposal, Inc. UGI - repair PP&L PA-Am Water UGI 30.37 50.94 12.95 80.26 472.09 809.76 92.24 5.90 175.16 180.18 42.92 13.74 $ 1,712.47 14.70 1,054.00 55.42 96.94 322.00 22.00 596.40 31.42 7,584.00 18.48 25.92 590.00 41.90 75.00 51.79 12.84 45.58 54.24 (reimbursement) 106.92 66.00 36.00 33.10 (12,876.72)* 15.00 70.00 188.00 47.83 35.61 188.00 94.90 25.92 55.00 37.65 10.40 116.00 4 2002 2/2 2/2 2/2 2/2 2/11 2/12 2/13 3/2 3/2 3/2 3/2 3/13 3/13 3/26 3/26 3/26 4/8 4/8 4/13 4/22 4/27 MCI PP&L UGI PA-Am Water Verizon Zimmerman's Plumbing Muscalers Furriers UGI PA-Am Water PP&L MCI UGI - maintenance Verizon PP&L Paul Hilbubowice George W. Bowers PA-Am Water UGI PP&L Carol A. Schreckingust, CPA PA Inheritance Tax (additional sum due) TOTAL PRINCIPAL ACCOUNT DISBURSEMENT 42.93 43.77 117.45 11.50 29.05 383.00 27.00 115.98 12.21 38.72 20.79 98.00 17.15 25.34 40.00 89.70 23.08 204.45 7.48 146.25 408.40 $18,868.47 *These monies were received from Nancy Summers, Beth Feeser and Christine S. Moulton. The estate did not have the cash at that time to pay inheritance taxes. INCOME ACCOUNT Receipts Accountant charges himself with the following receipts: 1. 2. 3. 4. 5. 6. 7 . April 2002 May 2002 June 2002 July 2002 August 2002 September 2002 Growth in value of Dividend Dividend Dividend Dividend Dividend Dividend annuity (Schwab One Acct.) Total: 5 64.36 237.55 238.70 238.85 236.00 235.00 6,786.49 $ 8,036.95 Additional Anticipated Disbursements 1 . 2. 3. Counsel fees Reserve for fiduciary taxes, filing fees, etc. Reimburse Nancy Summers, Beth Feeser and Christine Moulton for initial inheritance tax payment $ 7,000.00 $ 1,000.00 $12,876.72 Total: $20,876.72 ASSETS HELD BY ACCOUNTANT AS OF SEPTEMBER 30, 2002 1. Northwestern Mutual Life Insurance* Annuity - Contract #LBF1004465 $100,026.62 2. Charles Schwab - money market account $179,186.10 3. PNC Estate checking account $ 200.00 NET AMOUNT AVAILABLE FOR DISTRIBUTION TO DECEDENT'S ESTATE $279,386.10 *To be held and distributed at maturity. STATEMENT OF PROPOSED DISTRIBUTION Accountant proposes to make distribution pursuant to Last Will and Testament of Decedent as follows: To: Nancy Summers, daughter of Decedent pursuant, to Item SECOND of said Will, twenty-five (25%) of residuary estate in cash, to wit: $39,620.69 and 25% of the value of the Northwestern Mutual Life Insurance ---------------------------------------- To: Elizabeth Summers Feeser, daughter of Decedent, pursuant to Item SECOND of said Will, twenty-five (25%) of residuary estate in cash, to wit: $39,620.69 and 25% of the value of the Northwestern Mutual Life Insurance ---------------------------------------- To: Christine Summers Moulton, daughter of Decedent, pursuant to Item SECOND of said Will, twenty-five (25%) of residuary 6 estate in cash, to wit: $39,620.69 and 25% of the value of the Northwestern Mutual Life Insurance To: Nancy Summers, IN TRUST, for Lily Mae Summers, a minor, granddaughter of Decedent, pursuant to Item SECOND of said Will, twelve and a half (12~%) of residuary estate in cash, to wit: $19,810.34 and 12~% of the value of the Northwestern Mutual Life Insurance To: Nancy Summers, IN TRUST, for Franklin Vinyard Summers, a minor, grandson of Decedent, pursuant to Item SECOND of said Will, twelve and a half (12~%) of residuary estate in cash, to wit: $19,810.34 and 12~% of the value of the Northwestern Mutual Life Insurance '..11Q~~ NANCY SUMMERS, Executrix of Estate COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN NANCY SUMMERS, being duly sworn according to law, deposes and says that she is the Executrix of the ESTATE OF DOROTHY M. SUMMERS, deceased, and that the foregoing Account, both as to items of charge and discharge, is true and correct to the best of her knowledge, information and belief. I~Mi~~ecutrix Sworn to and subscribed before me this ~~ day of October, 2002. (L~ Q UJu~) Notary Pub ic NOTARIAL SEAL CAR A J. WENGER, Notary Public City of Harrisburg, Dauphin County My Commission Expires Feb. 24, 2003 7 ' ,~ PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.l784 STATE OF PENNSYL VANIA : SSe 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, VIZ: AUGUST 17,24,31,2001 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. ~Edit~ Summers. Dorothy M., dec'd. Late of the Borough of Camp Hill. Executrix: Nancy Summers, 116 Wheatland Road, Lewisbeny. PA 17339. Attorney: None. SWORN TO AND SUBSCRIBED before me this 31 day of AUGUST. 2001 LOIS E. SNYDER, Notary PublIc CarisIe Boro, ComberIand County My ConIAiIIIon Expires March 5, 2005 Exhibit "A" Proof of Publication of Notice in THE VALLEY TIMES-STAR COUNTY OF CUMBERLAND COMMONWEALllI OF PENNSYLVANIA VGF!-R Barbara C. Thompson, being duly sworn according to law, deposes and says that she is the editor of "The Valley Times-Star", which is a weekly newspaper of general circulation published in Shippensburg Township, Cumberland County, Pennsylvania, by The News-Chronicle Company, a corporation duly organized and existing under the laws of the Commonwealth of Pennsylvania having it's principle place of business at 1011 Ritner Highway [P.O.Box 100], Shippensburg, Pennsylvania; that she is authorized to and does make this affidavit on it's behalf, that the printed notice, advertisement or publication attached hereto is the same as was printed in the regular editions &; issues of "The Valley Times-Star" on the following date(s): Auqust 15, Auqust 22, & Auqust 29, '2001 Copy of Notice of Publication Affiant further deposes that neither she nor "The Valley Times-Star" and The News- Chronicle Company have any interest in the subject matters of the afiresaid notice or advertisement, and that the facts set forth in the foregoing affidavit are true and correct. I . N~CB . Letters Testamentary in the Estate of Dorothy M S~mrriers ' : deceas~,last of the'fJorough of camp Hill, County ~f Cumber~ laIMi and State.of' Pephsylvania, w~re granted to Nancy Sum- PJ,~~, on 4~6, '20()~ All ~1'8<Jns !),ein, \ndebted to said Estate , ::id.l ple~e JIl'a.ke,sc,ttJEUll,8llt ..t'q~ and'. aUpers~n8 having \a~s ~P~tthe'sllJj:untfthoutdeJay to: .' :lk~., 'N~Summers . ~<!S:/ . 116 Wheatland Road .' ~~~ Lewisberry, PA 17339 ,~. VTS Aug. 15,22,29 ~JoJh.-Cvj~ Sworn and subscribed before me this ~~ dayOf~ 2(/4/ ~~~ Notary, blic () Notarial Seal Clayton L. Johnston II, Notary Public Shippensburg Twp., Cumberland Cou~ My Commission Expires Aug. 30, 2004 To: "THE VALLEY TIMES-STAR" Newville, P A 17241 For publishing the notice attached hereto: On the stated date[s] ..... $ 39. 90 Affidavit .............. $ 2 . 0 0 Total ................. S 4 1 . 9 0 Exhibit liB" Estate of ~V". Register of Wills of Cumberland County, Pennsylvania INVENTORY Dorothy M. Summers No. 21-01-729 also known as Dorothy M. Summers Date of Death July 28. 2001 , Deceased Social Security No. 170-32-2933 Personal Representative(s) of the above Estate, deceased, verifY that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth ofPelUlsylvania except that which appears in a memorandum at the end of this inventory. IIWe verifY that the statements made in this Inventory are true and correct. IIWe understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. !.1nal Rqxesentative: ) 4N\~ ,S~~~~ \J) " \ 116 Wheatland Road Attom~~ t-diJ Address: LD. No.: 23705 2423 N. Third Street Lewisberrv. P A 17339 Dated: (!)~ l 200 2- .. Telephone: Harrisburg. PA 17110 (717) 238-0434 Description Value 1. ALL THAT CERTAIN lot or piece of land situated In the Borough of Camp Hill, County of Cumberland, and State of Pennsylvania known as 113 North 20th Street, Camp Hill, P A 17011. (See copy of deed attached hereto, marked Exhibit "1" and incorporated herein by reference.) First Union - savings account First Union - Certificate of Deposit Northwestern Mutual Life (alUluity) Miscellaneous personal property PNC Bank - checking account Rebate from Blue Cross/Blue Shield Rebate from homeowner's insurance Refund from AARP Refund from Verizon Refund from Purity Abstract Cash Income tax refund Refund from Condier $175,000.00 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. $ 4,614.80 $ 5,691.42 $ 93,240.13 $ 19,902.58 $ 4,173.86 $ 158.45 $ 38.00 $ 11.25 $ .13 $ 235.00 $ 753.51 $ 1,190.00 $ 94.77 Total: $305,077.28 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 REED GREGORY R 2423 N 3RD ST. HARRISBURG, PA 17110 -------- fold ESTATE INFORMATION: SSN: 170-32-2933 FILE NUMBER: 21-2001- 0729 DECEDENT NAME: SUMMERS DOROTHY MORGAJ\ DA TE OF PAYMENT: 10/25/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/28/2001 NO. CD 000435 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $12,876.72 I I I I I I I I TOTAL AMOUNT PAID: $12,876.72 REMARKS: ELIZABETH E FEESER C/O GREGORY R REED ESQUIRE CHECK#123 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS 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 GREGORY R REED ESQUIRE 2423 N 3RD STREET HARRISBURG, PA 17110 -------- fold ESTATE INFORMATION: SSN: 170-32-2933 FILE NUMBER: 2101-0729 DECEDENT NAME: SUMMERS DOROTHY MORGAN DA TE OF PAYMENT: 04/30/2002 POSTMARK DATE: 04/29/2002 COUNTY: CUMBERLAND DATE OF DEATH: 07/28/2001 NO. CD 001127 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $408.40 I I I I I I I I TOTAL AMOUNT PAID: $408.40 REMARKS: GREGORY R REED ESQUIRE CHECK#1033 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS /6-u:?7'<?~ ;7 BU~AU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION ~ DEPT. 280601 HARRISBURG. PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 'Y NOTICE OF INHERITANCE TAX APPRAISEHENT1 ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 04-22-2002 SUMMERS 07-28-2001 21 01-0729 CUMBERLAND 101 .02 i\PH 29 P 3 ::~2 GREGORY R REED ESQ 2423 N 3RD ST HBG PA ~7TIo ..Un ;~<" * REV-l!i~7 EX AFP COI-02) DOROTHY M Allount Rellitted (1) (2) (3) (4) (5) (6) (7) 175,000.00 .00 .00 .00 169,325.25 1,380.43 .00 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE1 PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-Y=is4j-ix--AFP--fol-:ozi--No'fici--oF-INHiififANci-TAi-APPRAiSiMENY-;-Aii-oWANCi-'ifi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SUMMERS DOROTHY M FILE NO. 21 01-0729 ACN 101 DATE 04-22-2002 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. Hortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. J01ntly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage 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 301338.00 5.095.49 (11) (12) (13) (14) (9) (10) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. (8) 3451705.68 3~.433 49 3101272.19 .00 3101272.19 NOTE: I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. AMount of Line 14 at Spousal rate 16. Allount of Line 14 taxable at Lineal/Class A rate 17. Allount of Line 14 at Sibling rate 18. Allount of Line 14 taxable at Collateral/Class Brat. 19. Principal Tax Due ll5) .00 X 00 = .00 ll6) 310,272.19 X 045 = 131962.24 ll7) .00 X 12 = .00 ll8) .00 X 15 = .00 ll9)= 131962.24 TAX CREDITS: ~ ... I-.~n. n.._..... . l+J AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 10-25-2001 CDo00435 677.72 12,876.72 INTEREST IS CHARGED THROUGH 05-07-2002 TOTAL TAX CREDIT 131554.44 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 407.80 REVERSE SIDE OF THIS FORM INTEREST AND PEN. .60 TOTAL DUE 408.40 . IF PAID AFTER DATE INDICATED 1 SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ..CREDIT'" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.) .. REV-1470 EX (~) ~ '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 DECEDENrS NAME Dorothy M. Summers FILE NUMBER John Kuchinski ACN 2101-0729 101 REVIEWED BY ITEM SCHEDULE NO. EXPLANATION OF CHANGES A 1 The value of the real estate is increased from $165,000.00 to $175,000.00, the sale price of the real estate per the settlement sheet. E 2 The value of the personal property has been increased from $5,000.00 to $19,902.58, the actual proceeds from the sale of the personal property. H 87 Settlement costs in the amount of $15,840.20 have been included on this schedule as an administrative expense of the estate. The recapitulation page has been adjusted, correctly reporting the totals for Schedules H & I on Lines 9 & 10, respectively. ROW Page 1 /b .~.y/p- ;; \ BUREAU OF INDIVIDUAL TAXES \( INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG I PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT * REV-IU7 EX AFP (01-02) .02 l"l/\Y 31 D 1 :52 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-28-2002 SUMMERS 07-28-2001 21 01-0729 CUMBERLAND 101 DOROTHY M GREGORY R REED ESQ 2423 N 3RD ST HBG P A ~t~f-9 Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLEI PA 17013 NOTE: To insure proper credit to your accountl submit the upper portion of this forll with your tax paYllant. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY=i6ijj-ix-AFP--lol-:ozl-------...--iNiiERIi"-ANc"E-fAx-sTATEME-rif-oF-Accouiif--...--------------------- ESTATE OF SUMMERS DOROTHY M FILE NO. 21 01-0729 ACN 101 DATE 05-28-2002 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 DUEl APPLICATION OF ALL PAYMENTSI THE CURRENT BALANCEI ANDI IF APPLICABLE I A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-22-2002 P R I N C I PAL TAX DUE: .........................".................................."........._....................."........................................................................................................................ 131962.24 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-25-2001 CDOO0435 677.72 121876.72 04-29-2002 CDOO1127 .07- 408.40 TOTAL TAX CREDIT 131962.77 BALANCE OF TAX DUE .53CR INTEREST AND PEN. .00 . IF PAID AFTER THIS DATEI SEE REVERSE TOTAL DUE .53CR SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRll YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l % ~ .. 0 >- l- S :z: l- f: l- :Ie Q III i a::: f Q ~ Q : w I- CI) .... => Z Q III .:z: ~ N ....O\Q fie l-~ c::>> C::>>NZ Q Q.....c:t ~ a:::.... NCI)NQ""", CI)=>Q 'a:::, , a::: c:t """'Q..... NWCO....W """'<.J.... N:ENQ~ III "'-t ' :E , .... .... ~Q \:t'=>.........=>Q IlII <.Jet IU QCI)QN<.J.... : L.L. a.. Is QQ < i: : :e ... .... a:::etW :e ~l6 W"""'''''''' ~III ""11.. ~ l-a:::CI) )(""0 ILA! U Cl)W"'-t ~i ~~.... 01l.::J ~ "'-tt:Q""", &US~ (!)Za::: ~~ ~0Z:t; w=>< ~:Jg G::<.J(.J 2:111 ~~~~!:e 1: III fie G.I&. ~lUg :13:lt8~ ~ 1&.0 YJ~ 01- ~!i ~:Ie ""'C 11....., ....~ o'Cg ()'() <I- IU .. "':'~',i' WfIe (,)1-,., !: ~~t 0111 i!B fA 1112J 0 0 :11.. (J to \""l ~"l""" 'C -r- <<:>> ,.~~ / ( . ( / " I";. $~. ...... .... ('~) \~;~) Cl ~. .;~ \";-, I ,~. -,,<..:';'1 .,:'.// ----... ('t'l o 00 ... l' ~ O' ~ Q 0 Q r- ~_.... ~.~ < ~~~ .5:l U !li pJO,g . ~ '" ~~j () ~ [I] J j '- ~ ~ ~ ~) ,A ~ \~ \ '-..l' ~ " 0~,i,~ 6:W- v '0 '" d3 \~ ~ cD \.~ ~: <. -..j 2 ~ -., C ~ ~,~~ c"J\i ~ p~~~ ~ ~ \ ~ ~ ...... '\~ ~ ~ ~ '-. ~ \'-. ~ :) ~ ,~~ \,""" ~ .- .- '- ...., ("I ,:;:, II) ". f.:i .,..1 () r'" .:.., ---- ~ . -t' .' 0:r; STATUS REPORT UNDER RULE 6.12 Name of Decedent: "j).,.of{.., 1----trl6 rr rt 5",,,,, .... er ~ Date ofDeath: :r ~:1 ~/:l 00 I Will No.: Admin. No.: ~()O I - 7 2-1 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 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes )( No 0 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 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this repo~~, /'1 Date:iJnJ<a ~ Sighature tF ~9f)' rI' y , Name it. Re~ a, 2.0 pa"t.tI"~ ~Q...... H-ct,. t' ,'~ ~ U? t' T"II-- 171 ( I Address N 'i" - 2.38',043'( Telephone No. 2 \D - ~ , I ;I) X fY'\ P 1.0 ,.,.0 .:.: s= ':u ~ "j(5 Capacity: QJersonal Representative ~Counsel for personal representative ~ '"J t . ) Cumberland County - R~gl~ter Ot Wllls Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 6/10/2003 REED GREGORY R 3120 PARKVIEW LANE HARRISBURG, PA 17111 RE: Estate of SUMMERS DOROTHY MORGAN File Number: 2001-00729 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. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 7/28/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: JFile Personal Representative(s) Judge REV-1SOOEXI6-001 "\, ' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 HARRISBURG, PA 17128-0601 w >- :ll:'~cll 00:'" w"g :I:~....I 0..", .. <( I- Z W C W (.) W C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SUMMERS DOROI'HY M. DATE OF DEATH (MM-DD.YEAR) I to -;Ltf r? - 9 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DATE OF 81RTH (MM-DD.YEAR) o (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ~ 1. Original Relurn o 4. Limited Estate o 6. Decedent Died Teslale (Attacl1 copy 0/ Will) o 9. Litigation Proceeds Received OFFICIAllJSE ONI.Y 5)( cY D 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7, Decedent Maintained a Living Trust (Attacl1 copyo/Trtlst) o 10. Spousal Poverty Credit (date of death between 12-:31-91 and 1-1-95) FILE NUMBER d- L - .f2 ..L COUNTY CODE YEAR aa2.J...9- NUMBER SOCIAL SECURITY NUMBER 170 32 - 2933 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Return (dateD/death prior to 12-13-82) D 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes D 11, Election to tax under Sec. 9113(A} (Attach Sch 0) >- Z W C Z C .. Ul W 0: 0: C o NAME FIRM NAME {II Applicable) COMPLETE MAILING ADDRESS 2423 N. Third street HarriSburg, PA 17110 (1) (2) (3) (4) (5) $lfiS,OOO.OO 4. Mortgages & Notes Receivable (Schedule D) 3. Closely Held Corporation, Partnership or Sole-Proprietorship OFFICIAL USE ONLY $320,803.10 19,593.29 $301,209.81 (14) $301,209.81 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) TELEPHONE NUMBER 717-238 0434 $154.422.67 n,SS4 44 (19) 13,554.44 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) z o ~ ::l l- e:: <( (.) W " (6) 1,380.43 (7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 &. 10) (9) (10) (8) 5,OgS 4g 14,497.80 (11) (12) (13) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ I- ::l l1. ::iE o (.) >< ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of line 14 taxable at lineal rate 17. Amount of Une 14 taxable at sibling rate 18. Amount of Une 14 taxable at collateral rate 19. Tax Due $101 .:Wg.Rl '.0_(15) , .045... (16) , .12 (17) , .15 (18) CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20.0 Decedent's Complete Address: STREET ADDRESS .. \\~ ~or-\-\. 20""- S-\n..e.i\-- CITY ~\> \.l,;,~\ I STATE ?A I ZIP \,0 \ l Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A Spousal Poverty Credit B. Prior Payments C. Discount Tolal Credits (A + B + C) (2) 677.72 3. InteresVPenalty if applicable D. Interest E. Penalty TotallnteresVPenalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) )- $13,554.44 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 12,876.72 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred;.. ..................... .................. ................. 0 b. retain the right to designate who shall use the property transferred or its income; .... .......... 0 c. retain a reversionary interest; or.. ................... ..... ............. ..................... .................... ...w" 0 d. receive the promise for life of either payments, benefits or care?... ... ...................... ..................... ..... 0 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? ...... .................................... . No 8J I.iI ~ IZI fiJ I5Z1 .....0 5{] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, o .........0 Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and fa the best of my knowledge and belief, it is true, correct and complete. Dedaration of pre parer other tharl the personal representative is based on all informatiorl of which preparer has any knowledge SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN --I) ~iY\1'1 ..~J:~VJ":> ADORE S ~ SIGNATURE OF PRE PARER OTHER THAN REPRESENTATIVE hDATE Ie ;<}70 ( , 53"1 ADDRESS DATE ,_r:lD~ II ,~illlli]~lln.lllrnll._ __l ~,.J .~_. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (ill. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the survivin9 spouse is 0% [72 P.S. ~9116 (a) (1.1) (iI)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after Ju~ 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. ~9116(a)(1.2)J. The lax rate imposed on the net value of transfers to or for the use of the decedent's lineai beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3Il. A siblin9 is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. SCHEDULE "A" REAL ESTATE ESTATE OF: DOROTHY M. SUMMERS ITEM NUMBER DESCRIPTION ALL THAT CERTAIN lot or piece ofland situated In the Borough of Camp Hill, County of Cumberland, and State of Pennsylvania known as 113 North 20th Street, Camp Hill, P A 170 II. (See copy of deed attached hereto, marked Exhibit "I" and incorporated herein by reference.) FILE NO. 21-01-729 VALUE AT DATE OF DEATH Total: 165,000.00 " SCHEDULE "E" CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY ESTATE OF: FILE NO. 21-01-729 DOROTHY M. SUMMERS ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1. Merrill Lynch $45,958.00 (see copy of Bank letter attached hereto, marked Exhibit "2" & incorporated herein by reference.) 2. Miscellaneous personal effects and $ 5,000.00 household furniture 3. First Union Savings Account $ 4,614.80 Certificate of Deposit $ 5,691.42 (See confirmation statement attached hereto, marked Exhibit "3" & incorporated herein by reference.) 4. Northwestern Mutual Life (annuity) $93,000.00 5. Blue Cross/Blue Shield rebate $ 158.45 Total: $154,422.67 , SCHEDULE "F" JOINTLY-OWNED PROPERTY ESTATE OF: DOROTHY M. SUMMERS A. Elizabeth S. Feeser 4900 Colonial Drive Mechanicsburg, PA 17055 JOINTLY-OWNED PROPERTY: Item Date made Description Date of Death Number Joint Value Asset 1. A. 04/63 PNC Bank checking account $2,760.85 (see copy of Bank letter attached hereto, marked Exhibit "4" & incorporated herein by reference.) FILE NO. 21-01-729 %of Deed's Interest 50% Daughter Date of Death Value of Interest $1,380.43 Total: $1,380.43 , SCHEDULE"H" FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF: DOROTHY M. SUMMERS ITEM NUMBER DESCRIPTION A. Funeral Expenses: 1. 2. Myers-Harner Funeral Home, Inc. Rolling Green B. Administrative Costs: 1. Attorney Fees (estimate) 2. Executrix fee 2. Probate Fees - Register of Wills 3. The Valley Times-Star (estate ad) 4. Cumberland Law Journal (estate ad) 5. Internal Revenue Service 6. Harrisburg Patriot News FILE NO. 21-01-729 VALUE AT DATE OF DEATH $7,584.00 $1,054.00 $5,000.00 $ None $ 147.00 $ 41.90 $ 75.00 $ 590.00 $ 5.90 Total: $14,497.80 SCHEDULE "I" DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS ESTATE OF: FILE NO. 21-01-729 DOROTHY M. SUMMERS ITEM NUMBER DESCRIPTION 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. 26. Anne M. Ramsey, Tax Collector Anne M. Ramsey, Tax Collector MCI PP&L UGI Premier Eye Care Group, Inc. Lawn's Unlimited, Inc. Comcast Guilford Emer Phys. York Waste Disposal MCI UGI PP&L PA-Am. Water State Employee's Retirement System (reimbursement) Camp Hill Borough (sewer bill) Comcast PP&L Water PNC Bank (visa) Sears UGI Boscov's Water AT&T PP&L Total: VALUE AT DATE OF DEATH $1,712.47 14.70 55.42 96.94 322.00 22.00 596.40 31.42 18.48 25.92 51.79 12.84 45.58 54.24 106.92 60.00 30.37 50.94 12.95 472.09 809.76 175.16 180.18 42.92 13.74 80.26 $ 5,095.49 , " SCHEDULE "f' BENEFICIARIES ESTATE OF: FILE NO. 21-01-729 DOROTHY M. SUMMERS ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE RELATIONSHIP A. Taxable Bequests: 1. Nancy Summers 116 Wheatland Road Lewisberry, P A 17339 Daughter 25% of residue 2. Elizabeth S. Feeser 4900 Colonial Drive Mechanicsburg, P A 17055 Daughter 25% of residue 3. Lily Mae Summers 905 Pisgah Street Road Shermans Dale, P A 17090-8765 Granddaughter 12.5% of residue held in trust by Nancy Summers 4. Franklin Vinyard Summers, II 905 Pisgah Street Road Shermans Dale, P A 17090-8765 Granddaughter 12.5% of residue held in trust by Nancy Summers 5. Christine S. Moulton 207 Hummel Avenue Lemoyne, PA 17043 Daughter 25% of residue B. Charitable and Governmental Bequests: NONE ____ee____ OF DOROTHY MORGAN SUMMERS I, DOROTHY MORGAN SUMMERS, declare this to be my Last Will and Testament and hereby revoke all prior wills and codicils made by me. FIRST: My Executrix shall pay from the residue of my estate all my debts, funeral and administration expenses and all estate, inheritance, succession and transfer taxes imposed by the United states or any state, territory or possession which shall become payable by reason of my death. It shall not be necessary to file any claims therefor, nor to have them allowed by any court. SECOND: I give such of my tangible personal property as is set forth in a separate, dated and unsigned letter of instruction, which I shall place with my Will, to the persons therein designated. If I have not left a letter of instruction or for those articles of property not distributed under this letter of instruction, I direct that such items be distributed to my children and children of my deceased son, GEORGE STEPHEN SUMMERS, living at the time of my death as they may select in as nearly equal shares as is practical. If there is any disagreement as to distribution, I direct my Executrix to make such distribution. The decision of my Executrix shall be final and binding. I direct my Executrix to sell, or otherwise dispose of in her discretion, any such property LAST WILL AND TESTAMENT OF DOROTHY MORGAN SUMMERS not specifically distributed by my letter of instruction or selected by my beneficiaries and to add the net proceeds from their sale to the residue of my estate. THIRD: I give and devise the residue of my estate, real, personal and mixed, of whatever kind and nature, and wherever situate at the time of my death as follows: A. Twenty-five (25%) percent to my daughter, NANCY SUMMERS. If she should predecease me, this share shall be divided equally among my grandchildren. If a grandchild has not attained the age of twenty-five (25) at the time of my death, his or her share shall be held IN TRUST, and administered in accordance with the provisions of Item FOURTH herein. B. Twenty-five (25%) percent to my daughter, ELIZABETH SUMMERS FEESER. If she should predecease me, this share shall be divided equally among my grandchildren. If a grandchild has not attained the age of twenty-five (25) at the time of my death, his or her share shall be held IN TRUST, and administered in accordance with the provisions of Item FOURTH herein. C. Twenty-five (25%) percent to my daughter, CHRISTINE SUMMERS MOULTON, per stirpes. 2 , LAST WILL AND TESTAMENT OF DOROTHY MORGAN SUMMERS D. Twelve and one-half (12 1/2%) percent each to the children of my deceased son, GEORGE STEPHEN SUMMERS - they being FRANKLIN VINYARD SUMMERS :U and LILY MAE SUMMERS. If they have not attained the age of twenty- five (25) at the time of my death, his or her share shall be held IN TRUST and administered in accordance with the provisions of Item FOURTH herein. FOURTH: Any shares that I have directed to be administered under this Item shall be held IN TRUST, with each share separately accounted for, for the following purposes: A. Trustee to accumulate income or pay on behalf of each grandchild, so much of the income and principal as Trustee, in her sole and absolute discretion, deems advisable for the health, maintenance, support and education (inClUding vocational and college education, both graduate and undergraduate) of each grandchild after taking into consideration his or her other readily available assets and sources of income. The Trustee may apply the net income, accumulated income and principal of each grandchild's trust share for the health, maintenance, support and education of each grandchild should he or she by reason of age, illness or any other 3 LAST WILL AND TESTAMENT OF DOROTHY MORGAN SUMMERS cause, in the opinion of the Trustee, be incapable of disbursing it. B. The following additional directions are provided: (a) A grandchild who has attained the age of twenty-one (21) years, may request and receive up to one-half (1/2) of the net income of such grandchild's trust share. (b) As each grandchild attains age twenty-five (25), such grandchild may request and receive from the Trustee absolutely the then-remaining principal and accumulated income of such grandchild's trust share. (c) Should such granchchild fail to survive to age twenty-five (25), the then- remaining principal and accumulated income of such grandchild' s t;rust share shall be distributed to such grandchild's surviving issue, if any, in equal shares; if no issue survive such grandchild, the then-remaining principal and accumulated income shall be distributed in equal shares to my remaining 4 LAST WILL AND TESTAMENT OF DOROTHY MORGAN SUMMERS issue, per stirpes; except that the share of any of such issue for whom the Trustee holds property in trust under the terms of this will shall be added to and thereafter be treated as a part of that trust. FIFTH: I nominate, constitute and appoint NANCY SUMMERS Executrix of this my Last Will and Testament, to serve without bond or security, and to make distribution of my estate in cash or in kind, or partly in cash and partly in kind, and in such manner as she may determine. I authorize, empower and direct her to sell and convey, by good and sufficient deed, in fee simple estate, any and all of my real estate, at public or private sale, for such price or prices, upon such terms and conditions, as in her judgment is best for my estate, and to that end to sign, seal, execute, acknowledge and deliver all deeds or other instruments necessary therefor, as effectively as I could do if I were personally present. In the event such person does not survive me, or refuses to act as Executrix or does not complete the duties of Executrix, then I nominate, constitute and appoint ELIZABETH SUMMERS FEESER as the alternate Executrix, to serve without bond or security. My 5 ~ . LAST WILL AND TESTAMENT OF DOROTHY MORGAN SUMMERS alternate Executrix shall have all of the powers, privileges, duties and immunities as provided herein. SIXTH: I hereby nominate, constitute and appoint my daughter, NANCY SUMMERS, Trustee of any Trust created herein, to exercise all of the pmvers conferred upon trustees by law, and all of the discretionary powers granted herein. The Trustee and any successor trustee shall be entitled to compensation for services from time to time during the period in which they are performed. If my daughter, NANCY SUMMERS, refuses or is unable to act as Trustee, predeceases me or dies before the termination of any trusts herein created, I nominate, constitute and appoint my daughter, ELIZABETH SUMMERS FEESER, as my successor Trustee. My successor Trustee shall have all of the powers, privileges, duties and immunities as provided herein. SEVENTH: No beneficiary shall have the power to anticipate, encumber or transfer his or her interest in my estate or any trust created herein in any manner other than by the valid exercise of a Power of Appointment. No part of any trust or my estate shall be liable for or charged with any debts, contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any creditor of a beneficiary. 6 LAST WILL AND TESTAMENT OF DOROTHY MORGAN SUMMERS EIGHTH: In addition to such other powers and duties as may have been granted elsewhere in this Will, the Trustee shall have and exercise exclusive management and control of the trust, and shall be vested with the following specific powers and discretion, in addition to the powers as may be conferred generally from time to time upon trustees by law: A. To invest, reinvest and keep the trust assets invested in such real and personal estate as a prudent man of intelligence and discretion would do for himself, for investment and not for speculation, giving due regard to the safety of the principal and the adequacy of the income, without being limited to the so-called "legal investment" in the Commonwealth of Pennsylvania B. To sell or otherwise dispose of any property, real or personal, at any time held hereunder, for cash or upon credit, in such manner and on such terms and conditions as the Trustee may deem best, and no person dealing with the Trustee shall be bound to see to the application of any moneys paid. c. To borrow or loan money for any purpose in connection with the administration of this trust upon such terms and with such security as the Trustee may determine. 7 LAST WILL AND TESTAMENT OF DOROTHY MORGAN SUMMERS D. To make any distribution hereunder in cash, in kind, or partly in cash and partly in kind. E. To maintain all property held in trust hereunder in a single fund, and to maintain such records as may be necessary to properly administer said fund and the trust created herein. F. To make any distribution hereunder for the benefit of minor beneficiaries directly to the beneficiary thereof, to the natural guardian of such beneficiary, to his or her legal guardian, or to the person who has custody of such beneficiary, or to apply any such distribution directly for the benefit of any such beneficiary. The Trustee shall not in any way be liable to see to the proper use or application of any such amount paid, whether directly to a beneficiary or otherwise. G. To receive such other property, including policies of insurance, or the proceeds thereof, upcn the life of the Testator or any other person and to administer such property or policies and the proceeds thereof in accordance with the terms of this will. H. To dispose of all income producing property upon whatever terms or conditions the Trustee deems advisable. 8 LAST WILL AND TESTAMENT OF DOROTHY MORGAN SUMMERS I. In general, to exercise all powers in the management of this trust which any individual could exercise in the management of similar property owned in his or her own right, upon such terms and conditions as the Trustee may deem best, and to execute and deliver all instruments and to do all acts which the Trustee may deem necessary or proper to carry out the purposes of this trust. IN WITNESS WHEREOF, I, DOROTHY MORGAN SUMMERS, the Testatrix, have to this my Last will and Testament, set my hand and seal this ) '/-77\ " . ~ day of > "C--;', ,t.. J , 1991. ()IYU~'1; Y1i?,ak<A~~~SEAL) DOROTHY ORG ~UMMERS Signed, sealed, published and declared by the above named Testatrix, as and for her Last will and Testament, in the presence of us, who have hereunto subscribed our names at her request, as witnesses hereto, in the presence of the said Testatrix, and of each other. The preceding document consists of this and eight (8) other consecutively numbered typewritten pages. Sl,,;(\ /bA>/J>cAiJ .reoid'ng at /fl "-,, 11' . /"O.!/I.ru.c~ lA, /!67vp ('r-~<- residing at (' ! (/ \j (/7 /;1 .') {;Zi._-p~ t.;f,J.,---,-., ,/J ',.J......,~ " '-II l L / U-.~, ~ --C It.. I,,,,'. -' ~ d G?&-- / 9 ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF 'DAu Pi-tIN } } } 55. : The Testatrix and the witnesses whose names are subscribed to the foregoing instrument, being first duly sworn and qualified according to law, do hereby acknowledge and declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will in the presence of the witnesses, that she signed willingly or willingly directed another to sign for her, that she executed it as her free and voluntary act for the purposes therein expressed, that each of the witnesses, in the presence and hearing of the Testatrix, signed the will as witnesses, and that to the best of their knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. (11)2./) T~1 tY)&i.tf cLi,-J--<-L-U.-i-<tLQ-1:A Test trixf .' U ") "" ':,1 .' . ..t "t.\,.,// :.0_'. Iv,i/. JV i/" 7 'Witness ;( 'i ."..'.. ',.. .,c(...~'~......_. / ~~/ '; /'~ 'J ~ "-...,4" J" . Y~," k~,.d' 7/'1 . Ie- ,,(:>; '1 ~ " . WJ.tness (0/ tf Sworn to, subscribed and named Testatrix and witnesses 19QI. acknowledged before me by the above this eJl.(i/) day of &"pU11o);-fJ,,- {2UM '7J4'Ak€.&'/1 fLU~ Notary Public or Attorney-at-Law (SEAL) NOTAmAL SfAL ANN MAlliE BOIlAWI'rl, NOTARY PUBLIC HA!lR~S8Uflu. c,t.UP~:it~ COUtiTY MY COMMISSION EXPIRES OEC. V, lVll Member, Pennsylvsuio.l Association of NoWies BOOK l..( l' ( fAUEloo ml1ta lJubtutUft1 MADE THE ~ 'B" ~day of I"lay On' ThoNSaNd Niu Hltlldred and Fifty-seven (1957) lit the y~ar of our Lord .tOOttu WILLIAN A. YEAGER and ALICE D. YEAGER. his wife. of Phoenixville, Chester County, Pennsylvania, GRANTOR~. parties of the fi~st part, , AND FWU~LIN V. SU~n1ERS and DOROTHY M. SU~~;&RS, his wife. of the Borough of Camp Hill. Cumberland County, Pennsylvania, GRANTEES, parties {if tlte suomi part: consideration of the ($19.250.00), Illitut.!l.!ltt11. Tltat tlu said parties of tlte first part, for alld ill SU'" of NmETEEN THOUSAND 'fWO HUNDRED FIFTY AND NO/100 DOLLARS, l",vfulmolley of tlu Ullited States of America, well alld trllly pllid by tlze sllid pllrties of tlte second part to the said part ies of tlte first part, at aud before tlte scali/lg' alld ddh~/crJ' 0.1 tht'se presents, tile rccei}t whereof is Ilereby acloLOwlcdgtd, have gralltcd, bargailud, sold, alielled, Cllft.(~tfed) re/t'tlscd, cOIl'iJeyed and confirmed, and b)' tluSt presents do grant, bargain, stlt, aliell, {'Ilfi'(~!f. rckasc, cmt'(li')' alld cOlljirm IIJ/to the said part ies of tlu second jart) their Iteirs and assigns, .All that certain lot or piece of land situated in the Borough of Camp Hill, County of Cumberland, and State of Pennsylvania, bounded and described as follows; to wit: BEGINNING at a point, the center of an eight (8) inch concrete wall on the east- STATE OF PnNN~YLVA1Vu, f /h~- 55: ~~_ _ COUNTY OF...._Q\lW3~................ _.l. -- - >w"""y , On this. . . . .f!{. ..... ,lilY oJ. . . . . . JJ'l-Y. . . . . . . . in tlu year One 'oltsand Nine HUlldred and. .F.:i,:t:t;:l7\l~Y!311. .O,'Z57)........ . before me > .<l-.Npt,p,r,y. .mcHc...... tlze undersigned offiar, personally Il}peared . .~iJ;J;..W,\N. A.. X~Q~. iigel, ,!\I,.:j:CS. P'" .:(F;J\G:igt, .11;i.,s. xU..,................ ;> " . . . . ~ . . . . . . ~ .'. . . . . . . . . . . . . . . . . . . . . . . . . . . . " " . " " " " " . . . . . . . . . . . . . . . . . . . . " . . . . . . . . . . . . . . . . . ............,........................ .................................................. ........................................................................,............... . _ !..,c,_......._ ~ "... ... J _J .'"-.....r;o~ rY THE co~c:. }SS: ~'1! COUNTY OF....9~~................ tlL.$. ~W"",y ~ On Ihis. . . . .8'. .... . day oj. . . . . . .H1l-Y. . . . . . . . ill Ilu year 01le ,ousand Nine HUlldred alld. .F::i.:t:i;;Y,;,~~y.el1. .0,'157)........ . before me> .1l-.NDtW.Y. .I?1JbL;ip...... Ilu undersigned officer, personally appeared. ,iiiJ;U4M{ A.. .X~r,;Elt. Mc\. .,<\J,,:J:C:r:. P... .JJ'iAGW,. l1i,s. xU "',. . . . . . . . . . . . . . .. aDDK 17 PAGcldB . '~) I i \I ~ 1 \ J' STATE OF PENNSYLVANIA i ~ . . .. . . . . . . . . . .1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ~ . . . . . . . . . . . . . . . . . . ............'........................ .................................................. . . . . . . . . . . . . . . . . ~ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " . . . . . . . . . . . . . . . knowJl to me (oy..satisfactorily proven) to be the'persolt'Po.. 1uhose Jlame'P. .C\t:E:.. subscr/oed to th~ 'Withilt iltstrill/ull!, alzd ackllozv/edged that .theY. ~_r,'clttt'd the same for thl' purpose therein COlltaill~d and desired tlte same l1u.'gllt be recorded as suck [JJ,/i.f..,itlless wl,ereo!, Ilureullto Set my hand and. . .tJ9til.r.i.aJ. . . .. seal. ",tt1ttH'hf't.,:; ~f:' ...,\" . E (( 1<11;,""'./ ...~,,, . - it .......'~ ',' . ~ .' 0 ..Co ',_," , ..,t;~\" "" ~ ~'"., '.' f b" ,-, ::f:.i.,~. ' ,?, . ~ it E:J . -o."'.< 0 '." ;. tot; .-;.,"; ~ -< ...;\'~t'" /"";" j - '-.. 'r""",,~" ~,. - .0() ~. -.j..., _ "V., \, V ^ ~~r ....:............10 / ' "'. v . ~.. ..... <!> "-0: ,'..'", C. ....'... ~. ~ ~~ 3lljer~b!r<n,tttfy t~at Ilze pmisc RECORDW,OFF~ OF THE CLERK OF COURTS & RECORJ>ft OF UtiDS ....&.QC1l~....."......... Notary Public . . . EllA M. STllA UB. N ofary Publlo My commllllon eJ:pue.---Hew-Ottmber:~-.....--;'t::-::.rua--- ~Q.uo, .....UI:!l~e. ~n Coun My Commission EzpI:-cJ January 29, 19 9 ............... 1/:dS/ldJ CUM6E~LANU COUNT\' P(~NSYLVAN1) ti ..,. 3: ". O' I ". '" ~ I 1-." ~ &.1 "'. ~ O' OJ; '. r:E CJ ~ .c: d. r:E ~ . f;tJ ;H (I) '" '" 0. ;H CI) 0'> 0. OJ. '" . . r+ N. ~ "" <>: . g I> . . ". f;tJ Q ~ . .C' (J"o. IYl ~ Z ~ ...,. 0- at ~ r~ ~ ~ 1-.' .rf <;) ~ 0 O' ~ fif ... ~ ~ 1-< :>; :z: ~ . ,.' \ ~ ....". ~ ,--'I Z @ ~ ~ ,,' ~ J'? .~ H .<>: O'i ~ -< :~ 0 "'-< Cl ,.;. (J), -::: ~ " ~ ':; . g ~ ~ ~ 0 ~ '" 0' P< '- ~ ~ ~ '. C:i G ~ "< .. .. ~ .; '" '" r<. . ~--.. .", 8 ..: '" ~ .Il:: ':"~ 8 '" 'ii '" ,s ~,~ ~ .S "ro :.,\\. /l,i '. . . dl -.' ." '''' Il:: 'g .s '" :S 0 "" is ~ 0 >> "'ii 00 ~ " -~ e .. '" Lc Lc . " ~ '" ~ . " . c "' -' z Q ,=. < ^ . -' ~ , ~ :> ~ ~ . ~ ID CD ~ ' -' 0 " "' >- U Ul >- ~ Ul · ~ :> z '" N5YLVANIA. } . 55: COUNTY, Recorded IN THE OFFICE FOR YORDING OF DEEDS, IN AND FOR THIi COUNTY OF.~_...,.,4-:...&...~.....iN DEED HOOK.k... VOL.I.? .1'A(;E./.~~ Witness JIY HAND AND SEAL OF OFFICE. THIS.. .I/'d........",............ DAY OF.~.............. "ANNO DOMINI, 1951 /?--1/,_,_"._,/~ . Private Client Group ~ Merrill Lynch 214 Senate Avenue, Suite 501 P.O. Box 0810 Camp Hill, Pennsylvania 17001-0810 7179754600 800 937 0735 August 16,2001 Gregory R. Reed Attorney At Law 2423 N. Third Street Harrisburg, PA 17110 RE: Dorothy M. Summers, Deceased Dear Mr. Reed, In response to your letter of August 8. 200 I, enclosed is the information you requested for Mrs. Summers' account with Merrill Lynch. As of close of business July 27, 2001, following is a list of the assets held in CMA Account 872- 47979, n/o Dorothy M. Summers: Q~an~!!t Des~_ip~~~_~ 705 .2370 385 .0750 540.5840 245 Aim Dent Demographic Trends Fund C American Fundamental Investors CI A American Nev.,; Perspecti\-e Fd CI A American Cap. Inc. Bldr Fund CI A $5904.00 $1.55 ML Banking Advantage Money Market Cash Since Mrs. Summers passed away 011 a Saturday, I have enclosed his.torical pricing for the Friday before and Monday after her death. I have also enclosed the page from her Transfer on Death /\greement which lists her Designated :.Jcneficiar if'S. Please do not hesitate to call with any questions or if you require additional information. Sincerely, ~~ \-\a~ Lori S. Haffedi!z Registered Client Associate Endosurc(:'i) Ct.' " I. ,,-~""'\\,\-\ 7- TIl<' illformati"lJsd lorth IWft'ilLwasohta;Lledfro'lJ Soun"'s whi<'h Wt' Iwlieve reliablt'. !J,,1 w,. do not ~uaralllt't' ils;H'clIracvN"ithnth(' in/ormation, !l"ranynpilLi"rl<cxpr(',sf',l.c"lJstitulesils"Ji..ilatioll h", U~ "I tlw pLln'has(' or saIe 01 "lJV ~"nlfitit's Of nHllIn"dili('~.l'rilll,.dinUSA Historical Pricing Inquiry ADDCX - AiM EQUITY FDS INC Cusip: 001413673 Date Bid Price Offer Price D7(30(2001 9.250 9.250 07(27(2001 9.270 9.270 ANCFX - FUNDAMENTAL INVS INC Cusip: 360802102 Oate Bid Price Offer Price 07(30(2001 28.850 30.610 07(27(2001 28.830 30.590 ANWPX - NEW PERSPECTIVE FD INC Cusip: 648018109 Date Bid Price Offer Price 07(30(2001 22.600 23.980 07(27(2001 22.560 23.940 CAIBX - CAPITAL INCOME BUILDERS FD Cusip: 140193103 Date Bid Price Offer Price 07(30(2001 45.090 47.840 07(27(2001 45.010 47.760 The information has been obtained from sources we believe to be reliable but we do not guarantee its accuracy. Past performance is not indicative of future performance. JU!.--31-2001 89:54 f"!!::RR I LL L Y~:CH 1 Jl!J 'jb'::i '..I'::>':::'::> 1-'. J~-\J.:: 10 Bl! ooMPUl'!D BY ACCOUNT Q'WNDl5: tOeckOlttJ af'NtwTODdaipatiOdriAcnmcnl o ClanplD TOD Jdte&ilrlelI o .AdcIl:in fJiTOO kldci.ry D J.noonIaf1'QI)~ ~-72... t.J. ,0, 7'1 Irc\lllci4.d.liacor_~IImf:Iklt.'-p&O'-scrat:l~~toJ)~cs. kmv.llIl)o.o1\ffnldT\dc: L 1YLl!1k..<.~. '~"J"'O~ JIad\d.a'7~: ^",,,.._Eli E7~- e['1ll9lelBl ')WQeo(~llCfldaty 1. NIi_af1JTJoUo.t<>oSlsn li(belI..flcialrr..~> ""'-"........, " Co 1'Tl.. ~ -'\' , ~lIlianahipta Ownrn SSN Ol'nM ~ >-, ....~C.Y'5 '2.""'l'~...."""""",.... ...,. c,J;( i tJ.r;; ;.Tit. '" <;Joe...... -:z..,- ~5 " -NlM TlIr\lltd,ofaJ,tn:ltnt!lJnlOU&tD:l_1OO,.. IftlE}'G'IISt;tpICD!.nmk:Jetl:blank.IIIpIIl~..wWbeMlllln.:d THIS QUESTION MUsr llI! COMPLP.1P.D IF MORE THAN ONE BENEFICIAIl.Y IS NAMED AlOVll. lfaD!ku6duy1lw!d.~t&Nlt1hinl.t \lie DWh.DlIbeAclx>......'OlmIll'. LbatIatdiciKY"~up:dltbefillllb.KCUitia...d -ulA lho,~l!loall {~d1oNre\'1c'bax); rvp.,.tI)UlJ~lktldicia.w.ia:..r:o~~"IX"'lthc~Ia..0.8d4rid~~"1Cd.1l<KZD~(....~"l\l. Cl ?ullbu....u.(JI(t),tJ.c:uUlllOwll<<. 1! lU:i~ "-!. dl<<t.a dwL.d&, ~ai IIlId......_ tM"-nc~........ 111& aUIc: oftr.Ao::tloAt Owncr. 'I'b& MLPIIcJ'JiaM.....On Dctlh ~t dDa ''',.,ro........foccaoW\pll.IOI'~lcncGcluin.. A-r.tklDplAaMr....~thi.~'W::I~CmlXlDdar:r:-tar~:scnc<<d.uk:l.lIhd_d. t11~tntin'~ta'Oomd..id. ~I ~t'I'h....,.IV_fOlbe~nMflfthcNJn'.as~.Orltlrl:llb^ifUmcal..d~D!S~of.-rfoflt\2fao:-l.. THIS TlWlSFI!R ON DEATH AGRl!.EMENT MUST BE NO!ARIZED. )) ",,-~-rr..~ -"',..^~..A_...-4 Sisnatun:of.w:cew 4rl. D.." cnzr ",/:...u., t:f. ,Q4,,\ liicllltDrrof~~Ownt:l" 0... SpawoIlContcllt ThcSpoo~lQlcucnI Sll!ttiOO\/nlHtbc-oamp'~ il'ALlollhetaIlowbi5_~'R l!Mt: <Ll the JlCaNI'>f Owner h.u~ J;..;tIf: Jpourc; ~b) tJw; Al:clII:lntOtrmtrll'ld llIt IpOQI(f!8id.tt! ;0: Arbona.Cdl&mb.Idah(!, tGuhi.nlI, NcvldI.Ncv~ __" W....lIin.pon.orWl~lIlBy'rimrduriJl& Ihtmarrll&ClaM Ie) rith6: (11~spa4lUU__MCQvnf()wn61t2)!l8"~.IlU,c;"nottlwJaJcokndcilryoLW:UP'\Iloll"'~nc. SpClI.l$.Il C'.O"1ftI1 M')'bc ~ "t1f'O'ridinR MLl'.F8rS1 wrldr:ntnOC'atl.on. In rmkrrllfd\i:t~a4..r.pmw.leo'to.rnt",bedrecd"l'l'.JlInIm br d.l~d)O )I~r~pioar'\:O '!he "C(("l"Ow~1"1 dd, MLPFa&_'lhco4t:htlD IChl 10 Uw: liIIafttaln aha..In Ihe ndltUll'owrlnl: th~.dope t"J'*lll (}(com. Pl'lllolryorI1lU1111I'"'P'"'ty. --1--'- o.~ ~ .~ Nlmi!'ofSp~{p,iructll s;,.llllOttllrspO\lSC" ~. ~~.". ., .C-\..~~;.,.. . ... ~i,\V" \ .'" i ~ '. ..("')~:.'~/' . .:.;;- ~~ MdrtlfOrSpO'.lK ACJ:NOWt,:WGMENt !ITAII.Of pp, eo<JNTYO' lWf\'\~"I<LAW D IhcfalC-poIlVlllTUmtnr_&eluIIJWiC'dp:4btbno....lbll ~ dIrT or ~c.Tn SE"'R.. .,.."....... ;.,..1"";~'q8:.~. ...,....:._.::~ " - ..~. ". }Jw,t J w4a&. NtllIr{it'ubll: b 1:1.. -~~_ 0' My CoaanildClo Ezpft:;!; '" -1- ~--~p- _r..HlIlBMl.~~ ..,.~-""''''..." ....~-r-._.._,- : "{/. ;...1 .... -.:j " FIRST UNION NATIONAL BANK F~N. Deposit Account Close Confirmation DOR~'l.'ff!Ieqlja~ffI!Iress Ta~(j9~~ 09~!/2001 113 N 20TH ST CAMP HILL PA 17011 ACCOUNT NUMBER: 3083366398098 Available Balance + Accrued Int - Fed w/Hd Due - Admin Fee - outstanding Db - closing Fee $4,614.29 $0.51 $0.00 $0.00 $0.00 $0.00 Paid TO Customer $4,614.80 537523(SOIpkg) Thank you for having chosen First Union for this account. If we can help you with other banking needs, please let us know. CUSTOMER COPY PRINTED BY STANllAROREGlSTER U,SA ZIPSET qJI F~N~ TIME DEPOSIT WITHDRAWAL CONFIRMATION camp Hilf"i7" ~~lhp Hill PA DOROTlfi'Slwe~Flf!li'ijdress and Taxpayar ID Number CURRENT BALANCE : + ACCRUED INTEREST: - PENALTY AMOUNT - FEDERAL W/HD DUE: - WITHDRAWAL FEE - OUTSTANDING PYMT: $5,672.95 $18.47 $0.00 SO.OO $0.00 SO.OO FULL REDEMPTION CD ACCOUNT NUMBER: 247412050770003 ~ .2 1ii E '" ~ o U I;; E o ;;; " U 113 N 20TH ST 09Plll~/2001 CAMP HILL PA 17011 S170322933 -------------- PAID TO CUSTOMER $5,691.42 ~\-\\'b\\- "3" 537566 (501Pkg Row 02) AUG-16-2~~1 16:56 PNCBANK CIF DEPARTMENT 412 7~5 ~~57 P.01/02 a PNCBAN< De~edent Reporting Firstside Center P7-PPSC-Q4-P 500 First Avenue Pittsburgh, PA 15219-3128 SCP August 16,2001 Gregory R Reed Attorney at Law 2423 N Third St Harrisburg,PA 17110 RE: Estate of Dorothy M Summers Deceased SSN: 170-32-2933 DOD: 07-28-2001 Dear My Reed: Please find the date of death balances you have requested listed below. CHECKING ACCOUNT #5140192641 Established 04-01-1963 DOROTHY M SUMMERS ELIZABETH S FEESER DOD Balance: $2,760.85 non interest bearing account SAFE DEPOSIT BOX The decedent maintained safe deposit box #694N. It is in one name only. DOROTHY M SUMMERS It is located at: CAMP HILL 2101 MARKET STREET CAMP HILLPA 17011 717.761-2372 Page 1 of2 A mcmbc-r of The PNC FinanciaJ SC!rvlca Group On~ PNC Plaz;} 249 fifth Avenue Pittsburgh PcnnsylvQrlla 15222 1701 E~,\;;,\ "ttU