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Home My WebLink About01-0794 PETITION FOR PROBATE & GRANT OF LETTERS . deceased. No. 21-01- 794 To: Register of Wills for the County of Cumberland Commonwealth of Pennsylvania Estate of HAROLD A. WHITCOMB also known as Social Security No. 172-24-9066 The Petition of the undersigned respectfully represents that: Your Petitioners. who are 18 years of age or older and the Executors named in the Last Will of the above decedent dated March 26 .1993, and codicils dated none , 19-.:. The Executor named Kathrvn B. Whitcomb died April 18. 1993 Renunciations for none are attached hereto. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 5 Forae Road. South Middleton Township. Carlisle Decedent, then ~ years of age, died Julv 2 . 2001, at his residence Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the Will offere_d for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in PA (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania, situated as follows: 5 Forae Road. South Middleton Township. Carlisle. PA 17013 $145.000.00 $ $ $105.000.00 WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented herewith and the grant of letters testamentary thereon. , S~oa'''.I,j aod Ros;denoe(.j of Petitione,'j' .!..~ ~ V'l/Jtd/JJJ'~ K~JdLJ,iI~ ii'~ '-{VI. tfV7~ N6talie K. Zae~e (j Krena Kimmel 507 Park Drive n/kla Krena M. Mauk Boilina Sorinas PA 17007 RR2. Box 285 717 -258-3004 Elliottsbura. PA 17024 717 -789-9006 ~ Alan R. Whitcomb 403 Greens Ridae Rd. Stewartsville. NJ 08886 908-479-1106 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss 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 representative of the above decedent, petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribe-d before me this 23rd day of Auaust .2001. 7''/-!fnh'~''~<~ RegIster No. 21-01- 794 Estate of HAROLD A. WHITCOMB 1 deceased. DECREE OF PROBATE & GRANT OF LETTERS AND NOW, Auqust 24 , 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 March 26. 1993 described therein be admitted to probate and filed of record as the Last Will of Harold A. Whitcomb ; and {.etters Testamentary are hereby granted to Natalie K. Zaenqle. Krena Kimmel n/k/a Krena M. Mauk and Alan R. Whitcomb "-n?~y(Jji:._~l:bJ fA> .14--,"1 g:ster of Ills IRWIN McKNIGHT & HUGHES FEES Probate, Letters, Etc. . . . . . . . $ 270.00 Short Certificates(-5- ) . . . . $ 15.00 Renunciation(s) .. . . . . . . . . . $ JCP . . . . . . . . . . . . . . . . . . . . $ 5.00 Other Will Paqes (-7-) .... $ 21.00 TOTAL: .... $ 311.00 Filed... AUGUST. 23...20.01........ James D. Huqhes. Esquire (58884) ATTORNEY (Sup. Ct. I.D. No.) 60 West Pomfret St.. Carlisle. PA 17013 ADDRESS 717 -249-2353 PHONE H105.805 REV 9/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar.' The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. Li.....~. ~tu.~ Local Registrar Fee for this certificate, $2.00 p 7402783 JUL' 4 2001 Date 21-01-794 105.143""".2117 COMMONWEALTH OF PENNSYLVANIA' OEPARTMENT OF HEALTH. VITAL RECOROS CERTIFICATE OF DEATH .. AGE (L.. BittNMyt UNDER 1 YEAR "- Doyo SEX .. Male ST,v1! ,...l NUMMA SOCIAL SECUAIT"f NUMBER ,. 172 - 24 DATE OF DEATH IMcnlh, 0..,. .W" July 2, 2001 NAME OF DECEDENT (F".. MidcIe.l.-, 75.... COUNTY OF ClEATH UHOIR 1 0JIIr ~ ! Mtnut.. 8IRTHI'UCI! IC........ $aM. 01 FCNogn Counrryt Boiling Springs 1. Pa FAC.U,..... NAME (If not~. gp.- .,"' Ind ntJmOerl ~o ;Q\ Cumberland DE EDENt'S USUAl. OCCUP<rlOH ~wa:::=:o a:=::::Ir;:.r .. Manager .._. Commissary DECEDENt'S MAlUNGAOORESStslr....~. _Z"ea.t DECEDENT'S 5 Forge Rd. ~=- Boiling Springs, Pa 17007 ~~ ... lWHEIrs NAME IF... Mickle. L_ to. Albert R. Whitcomb WFOAMAHrS_cr_ nata lie Zaengle OF DlSI'OSmOH _iii c-...o -_.....0 ""* -... ...South Middleton KJNO OF BUSINES$nNDUSTAV RACE. "'......an ""*n.1IIlaQ. WhIte. *. lSoec>rI White lO. ,'-. Old - ....... _, 11..0 ::...~.. MOTHER'S NAME (Fd. MiddIt. MaGn SurMme) , Estella D. Smith 1HI'00000T'SMAlUNG_SS_~_.noea.t .507 Park Drive, Boiling Springs, Pa 17007 PU\CE OF DlSl'OSlTlOH. H.... "~eoy. c._ LOCAnON. Clly/bon, SIal.. no Of""*_ ~~mberland Valley Mem Gdns HAME AND_SSOF MClU1Y _.Ronan Funeral Haue 255 York Rd. Carlisle, Pa 17013 lICENSE NUMBER DATE SIGNED _. .-' WNUTAL STATUS. M.med Never MMIed, W'Wiowed. -IS-.t Widowed South SUIMVING SPOuSE (II.... QNe "**' '*"'-) Middleton ..... _. Carlisle, Pa 17013 ,.. MATH: AI ~ II r.:? t. rlt.. L/..l /171< C DuE lOA M A CONSEQUENCE OFt. I ! .. c. .. DUE 10 tOR AS A CONSEOUENCE Of): DUE 10 lOA AS ACONStOUENCE Of), WERE AlJlOP$Y FINDINGS MANNER OF OEATH -....atI! PAIOA 10 COMPlE11OH 01 CAUSE 129 0 OF ClEA7H1 H....... HomiCGI Ace- D """"",,,"'-,...- 0 .....0 NoD Suic<do 0 Coutd I'IOl be detennlf'ed 0 DATE OF INJURY l........lloy._l TIME OF INJURY INJURY ICf WORt<? DESCRIBE HOW INJURY OCCURRED. _ 0 NoD - .... CER'T"R rChecR ClI"Ity one) .CEJIITlf'YJHQ P'KYSfCIAN (Physc.en e~ cause t:J c\l'lMh....,., ~l'IClIh.. Clhysocoan hH P'0I'l0urlCed dellth ana ccm~ n.-n 231 To........of...' know1edge, ...athoccunwd due...... e"'ae<.) and rnan...,...tated. ................ _................................... ... PLACE Of INJURY. At homlI. 'arm, strut, lactDfy. otrc. building, "c. ISpeotyI .... ... ~ 118II,DI ... '''IIIONOUNCIHO AHD CElIITlFYtNQ ~StC1AH ~n bOI/'l ;xonounc""O oealt! ano c..-tlfyong toc...,. of dHtf'll To the tM.t of my i1M",,"tw. Hallhocc""",, h.......d.'.. and ptK.. and dua 10 IMcaUSlt(a) ancf manM,.. .'.1.................. .Ue.DlCAL EXAMINER/COAONEA On the blI,t. of ...mlftMlOn andlor Iny..tlgation, in my opinion, d..th OCcurr" If the tlm.. dl'e,lnd pllee, and due to..... Clu..e.) anet man"", I' It.ted.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31.. REGISTRAR'S SIGNATURE ER o f. 21-01-794 1East llIill anb QTt5tauttnt OF HAROLD A. WHITCOMB I, HAROLD A. WHITCOMB, of 5 Forge Road, Boiling Springs, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and form following: FIRST: I hereby expressly revoke all Wills and Codicils heretofore made by me. SECOND: I hereby direct my Executrix to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. THIRD: I direct that all taxes which may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be paid out of my estate as a part of the administration of my estate. FOURTH: Should my wife, KATHRYN B. WHITCOMB, survive me for a period of thirty days following my death, I devise and bequeath the remainder of my estate to KATHRYN B. WHITCOMB. FIFTH: Should my wife, KATHRYN B. WHITCOMB, predecease me or die on or before the thirtieth day following my death, I give, devise and bequeath the remainder of my estate as follows: A. I give and bequeath such of my personal property as may be listed on an unsigned memorandum kept with my Will to persons named thereon, provided they survive my death. Should such a memorandum not be found with my Will, it shall be conclusively presumed that none was prepared, and all of my personal property shall be considered a part of the remainder of my estate; B. I give, devise and bequeath the remainder of my estate, to my children, namely, my son, ALAN R. WHITCOMB, my daughter, NATALIE K. ZAENGLE, and my daughter, KRENA KIMMEL, in equal shares, share and share alike; or if any of my said children should predecease me, I give, devise and bequeath his or her share to his or her issue, if any, in equal shares, share and share alike; or in the event any of my children should leave no issue surviving, then in that event, I give, devise and bequeath his or her share to my remaining, surviving children, in equal shares, share and share alike. SIXTH: I nominate and appoint CCNB BANK, N.A., TRUSTEE of the share of any beneficiary who may be a minor. The income and/or principal of said Trust may be accumulated or expended for the maintenance, education and support of such beneficiary as my TRUSTEE, in its sole discretion, may determine; and my TRUSTEE, in the expenditure of income and/or principal for such purposes, may, at its discretion, apply the same directly or pay the same to any person having the care or control of said beneficiary or with whom the beneficiary resides, without duty on the part of the TRUSTEE to supervise or inquire into the application of the funds by any person to whom payment is so made. The balance of such income and/or principal shall be paid to such beneficiary upon reaching majority, or to such beneficiary's estate in the event of death prior thereto. SEVENTH: Should the principal of any trust herein provided for be or become too small in the TRUSTEE's discretion so as to make establishment or continuance of the trust 2 inadvisable or impractical, my TRUSTEE or my executor may make immediate distribution of the then remaining principal and any accumulated or undistributed income outright to the person or persons and in the proportions they are then entitled to income. If any such person is then a minor, distribution may be made to his or her guardian. Upon such termination, the rights of all persons who might otherwise have an interest as succeeding income beneficiary or in remainder shall cease. EIGHTH: Unless otherwise provided for herein, any income or principal payable to any beneficiary who may be under the age of twenty-one (21) years, or in the opinion of TRUSTEE, mental or physically disabled, so as to be unable to manage the said funds, shall be held in a separate Trust by TRUSTEE during such underage period or disability. Said income and/ or principal of said Trust may be accumulated or expended for the maintenance, education and support of such beneficiary as my TRUSTEE, in its sole discretion may determine; any my TRUSTEE, in the expenditure of income and/or principal for such purposes, may, at its discretion, apply the same directly or pay the same to any person having the care or control of said beneficiary or with whom the beneficiary resides, without duty on the part of the TRUSTEE to supervise or inquire into the application of the funds by any person to whom payment is so made. The balance of such income and/or principal shall be paid to such beneficiary when the disability (including being under the age of twenty-one (21) years) ceases, or to such beneficiary's estate in the event of death prior thereto. NINTH: I hereby nominate, constitute and appoint my wife, KATHRYN B. WHITCOMB, to be the executrix of this my Last Will and Testament. In the event that my 3 said wife, KATHRYN B. WHITCOMB, shall be unable to serve as executrix for any reason, I then nominate, constitute and appoint my son, ALAN R. WHITCOMB, my daughter, NATALIE K. ZAENGLE, and my daughter, KRENA KIMMEL, as executors. No personal representative shall be required to file bond in this or any other jurisdiction. TENTH: In addition to the powers conferred by case law, by statute and by other provisions of this Last Will and Testament, my personal representative, and any successors in that capacity shall have the following discretionary powers applicable to all real and personal property held by them, which powers shall be effective without Order of any Court and which shall exist and continue until the time of actual distribution: A. To retain any property of any nature received by them for whatever period it shall be deemed advisable; B. To invest and reinvest all or any part of the assets of my Estate without regard to statutes limiting the property which a fiduciary may purchase; C. To sell, transfer, exchange or otherwise dispose of, any part of the assets of my Estate, for cash or on terms, publicly or privately, or to lease, without liability on the purchasers to see to the application of the proceeds, and to give options for these purchases without the obligation to repudiate them in favor of a higher offer; D. To execute and deliver any deeds, leases, assignments or other instruments as may be necessary to carry out the provisions of this Will; E. To borrow money, if necessary to facilitate the administration and closing of my Estate, including the right to borrow money from any bank, and to mortgage or pledge any asset of the estate as security; F. To loan to, and to purchase assets from, my Estate, even if it is also acting as Executor thereof. G. To assume continuance of the status of any beneficiary with regard to death, marriage, divorce, illness, incapacity and similar incidents or 4 matters in the absence of information deemed reliable without liability for disbursements made on such assumption; H. To make any distribution hereunder either in kind or in money, or partially in kind and partially in money, considering of course the reasonable wishes of the beneficiary. Distribution in kind shall be made at the appraised value of the property distributed, as it is set forth in the Inheritance Tax Return filed in my Estate; I. To exercise any subscription right in connection with any security held hereunder, to consent to or participate in any recapitalization, reorganization, consolidation or merger of any corporation, company or association, the securities of which may be held hereunder; and to delegate authority with respect thereto, to deposit investments under agreements, to pay assessments, and generally to exercise all rights of investors; J. To continue in any partnership, joint venture, joint ownership or other business enterprise of which I am a part at the time of my death; K. . To compromise claims; L. To continue for whatever period of time my personal representative shall deem necessary any ownership as a tenant in common or as a partner, in real estate or other property and to act as I would have done had I been living; M. To do all other acts in her/their judgment necessary or desirable for the proper management, investment and distribution of the assets of my Estate; N. I direct that my Executrix shall be compensated for the services it renders to my Estate in accordance with its prevailing schedule of fees in effect during the time when said services are rendered. o. Should any changes occur in the Internal Revenue Code or Pennsylvania Statutes after the. date of the execution of this Will which affect the tax liability of my estate, then to the extent possible and as may be permitted by law, my personal representative shall have the power and discretion to interpret this Will and to administer my Estate in a manner which results in the lowest tax liability possible. P. Should the principal of any Trust herein provided for be or become too small, in the TRUSTEE's discretion, so as to make establishment 5 or continuance of the trust inadvisable, my TRUSTEE or my Executor may make immediate . distribution of the then remaining principal and any accumulated or undistributed income outright to the person or persons and in the proportions they are then entitled to income. If any such person is under the age of twenty-one (21) years, distribution may be made to the Trust established under Paragraph Eighth above. Upon such termination, the rights of all persons who might otherwise have an interest as succeeding income beneficiary or in remainder shall cease. IN ""'~SS WHEREOF, I hereunto set my hand and seal this day of V,^ cu'\LX, , 1993. ?"c'A I ", ..~ (/~-P'/~~j Lfd-~/---- " Harold A. Whitcomb SIGNED, SEALED, PUBLISHED and DEClARED in the presence of: 6 COMMONWEALTH OF PENNSYLVANIA : SSe COUN1Y OF CUMBERLAND I, HAROLD A. WHITCOMB, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged ~f~~ d~y HAROLD A. WHITCOMB, Testator, this, this 2. 6 --tL. day of.. , 1993. {:J4~hlkU~" , Harold A. Whitcomb, Testator '--~ ~o:~ ~-~ U-;.II. i",1 A oJ NOTARIAL SEAL TERESA J. BURKHOLDER, Notary Public CarHsle, Cumberland County, Pa. My Commission Expires Feb. 12, 1996 7 . I i COMMONWEALTH OF PENNSYLVANIA : SSe COUNTY OF CUMBERLAND We, ~D~' U)., '-f'l\, "-fY'10~ ()t/\)'tAAl- and "i'l\'LK U__t'v l ~vu~~ t\'l 'I j( f\. , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator, HAROLD A. WHITCOMB, sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by 7,GGL (L N\. \'c\\c ~l:,tN"'-\(~L and "''\.~~Q...,L't k.J t. ~\~~E\l v...-\\~ , witnesses, this ~L?\I...- day of '--\".f\.c~'y,- , 1993. '-DI1; YIA VI ~ WItness lf291 V L~ J0 j .f- '-! __ ' L )1'... ___ WItness f\ .----.. ''-.J LA ;:: .() <. '- '", t'~,--,,--,,-\....\,_c \ ~J NQ!~ Public NOTARIAL SEAL TERESA J. BURKHOLDER, Notary Public Carlisle, Cumberland County, Pa. My Commission Expires Feb. 12, 1996 8 . ,. ~. e- OFFICIAL USE ONLY REV -1500 EX + (6-00) CAPB HpRL EplO CRAC KOTK ES C P o 0 R N R D E E S N T REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT )7- 3- Z> FILE NUMBER D E C E D E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Whitcomb Harold A. DATE OF DEATH (MM-DD-YEAR) 21- 01- 0794 DATE OF BIRTH (MM-DD-YEAR) COUNTY CODE YEAR SOCIAL SECURITY NUMBER 172-24- 9066 THIS RETURN MUST BE ALED IN DUPUCATEWlTH THE NUMBER REGISTER OF WILLS SOCIAL SECURITY NUMBER 3. date of death . Remainder Return prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 1. Original Return 4. Limited Estate X 6. Decedent Died Testate 2. supplemental Return 4a. Future Interest Compromise (dale of death after 12-12-82) 7. Decedent Maintained a Living Trust a (Attach copy of Trust) Spousal Poverty Credit 0 11. Election to tax under Sec. 9113(A) (date of death between 12-31-91 and 1-1-95) (Attach Sch 0) ..{.jjifi$.$EC:rt<>"..MQ$j'.BE.CQMIi',l.:e'1'ei);....t.lt;l.cbRRe~NPe~e..:&...~F'peNT1~..."t~.lt.If~M..iIQ".$HQ\,JI..P...~.p'BECl'ep.ttbb NAME COMPLETE MAILING ADDRESS (Attach copy of Will) o 9. Litigation Proceeds Received D 10. 60. West Pomfret Street West Pomfret Professional Bldg. Carlisle, PA 17013 IRWIN McKNIGHT & HUGHES TELEPHONE NUMBER 249-2353 Real Estate (Schedule A) ( 1) 123,190.00 Stocks and Bonds (Schedule B) (2) 4,361. 9J Closely Held Corporation, Partnership or (3) ~~e d JIll " N Sole-Proprietorship ::1 ":: 4. Mortgages & Notes Receivable (Schedule D) (4) ii~~e -., R 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 143,474.92 rr. 0:' E (Schedule E) --" C A 6. Jointly Owned Property (Schedule F) (6) None ~ P I 0 Separate Billing Requested ,..,1 T 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 7,50.0..00. U L (Schedule G or L) ~.:JI' A c;, T 8. Total Gross Assets (total Lines 1-7) (8) I 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 33,464.12 0 N 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 1,250.67 11. Total Deductions (total Lines 9 & 10) (11 ) 12. Net Value of Estate (Line 8 minus Line 11) (12) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) OFFICIAL USE ONLY :0 :-002 278,526.84 34,714.79 243,812.05 243,812.05 C o M T ~ A T X A T I o N SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(aX1.2) 16. Amount of Line 14 taxable at lineal rate 243,812.05 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. (15) (16) (17) (18) (19) 0.00 10,971.54 0..0.0. 0.00 10.,971.54 x X X X .0 0 .0 45 .12 .15 Copyright (c) 2000 form software only The Lack:ner Group, Inc. Form REV-1500 EX (Rev. 6-00) . 1 ~ ADDITIONAL Personal Representatives Estate of Harold A. Whitcomb SS# 172-24-9066 07/02/2001 ******************************************************* Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. ~ 021. '1Y)Cu-LlL Signature Name Address Line 1 Address Line 2 City, State, Zip Krena M. Mauk RR2 Box 285 Elliottsburg, PA 17024 Date ~ Signature f1/!~ Name Address Line 1 Address Line 2 City, State, Zip Alan R. Whitcomb 403 Greens Ridge Rd Date Stewartsville, NJ 08886 211/02 I . \ .f REV-1502 EX + (1-97) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Harold A. Whitcomb SS# 172-24-9066 07/02/2001 21-01-0794 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE DESCRIPTION NUMBER OF DEATH 1 5 Forge Road, Boiling Springs, S. Middleton Township - Cumberland 110,000.00 County (settlementh sheet attached) 2 Undivided one-third interest in mountain land - Sheet Iron Roof Rd., S. Middleton Twp., Cumbo Co. 13,190.00 TOTAL (Also enter on line 1, Recapitulation) $ 123,190.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97) .' REV-1503 EX + (1-97) COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER Harold A. Whitcomb SSff 172-24-9066 07/02/2001 21-01-0794 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION VALUE AT DATE UNIT VALUE NUMBER OF DEATH 1 100 shares First Energy 32.24 3,224.00 2 53.549 shares Potomac Electric Power 21.25 1 , 13 7 . 92 TOTAL (Also enter on line 2, Recapitulation) 4,361. 92 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97) REV-150B EX + (1-97) COM MONWEAL TH OF PEN NSYL VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Harold A. Whitcomb SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SS# 172-24-9066 07/02/2001 FILE NUMBER 21-01-0794 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jOintly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 F&M Trust, checking DESCRIPTION VALUE AT DATE OF DEATH 15,294.68 2 M&T Bank, certificate 70,134.35 3 M&T Bank, certificate 50,047.95 4 Members First Federal Credit Union, savings 45.68 5 Members First Federal Credit Union, investment savings 170.26 6 1987 Chevrolet Pickup (poor) 600.00 7 Public Sale Proceeds 7,182.00 TOT AL (Also enter on line 5, Recapitulation) $ 143 ,474. 92 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-15G8 EX (Rev. 1-97) REV -1510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Harold A. Whitcomb SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY SSff 172 - 24 - 9066 07/02/2001 FILE NUMBER 21-01-0794 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DESCRIPTION OF PROPERTY % OF ITEM RELAW8~M~I~ t~b~~~~~M.tWJ~~~1fIT~E6F t~~\fSFER. DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE NUMBER ATT ACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 1 Alan Whitcomb, son, cash 5,500.00 3,000.00 2,500.00 07/02/01 2 Krena Mauk, daughter, cash 5,500.00 3,000.00 2,500.00 07/02/01 3 Natalie Zaengle, daughter, 5,500.00 3,000.00 2,500.00 cash 07/02/01 TOTAL (Also enter on line 7, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. 7,500.00 Form REV-1510 EX (Rev. 1-97) . . REV-1511 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Harold A. Whitcomb SSif 172-24-9066 07/02/2001 FILE NUMBER 21-01-0794 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: 1 Grave opening 2 Loyal Bible Class, meal 3 Ronan Funeral Home 4 Wayne Noss Flowers ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number{s) I EIN Number of Personal Representative(s) Street Address C~ ~~ ~ B. 2. 3. DESCRIPTION AMOUNT 815.00 180.00 6,380.00 132.50 Year(s) Commission Paid: Attorney's Fees IRWIN McKNIGHT & HUGHES Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 12,105.00 4. Probate Fees Register of Wills 311. 00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Cumberland Law Journal - estate notice publication 75.00 2 F&M Trust, research fee 5.00 3 James E. Hoerner, Mechanical & Maintenance 65.00 4 Register of Wills, filing fee 25.00 5 Robert W. Green, Painting & Powerwashing 220.00 6 Roy D. Gottshall Auctioneer 1,368.00 Total of Continuation Schedule(s) 11,782.62 TOTAL (Also enter on line 9, Recapitulation) $ 33,464.12 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) " Estate of: Harold A. Whitcomb Sac Sec #: 172-24-9066 Date of Death: 07/02/2001 Continuation of Schedule H-B7 (Other Administrative Costs) Item 4f Description Amount 7 Roy D. Gottshall Auctioneer - appraisal fee 40.00 8 Settlement charges on sale of real estate 11 ,311.44 9 The Patriot News-Classified - house advertisement 55.36 10 The Sentinel - Legal - estate notice publication 100.00 11 The Sentinel-Classified - house advertisement 50.82 12 Wolfe & Shearer, appraisal fee 225.00 11,782.62 " REV -1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Harold A. Whitcomb SCHEDULE I DEBTS OF DECEDENT, MORTGAGE liABiliTIES, AND liENS SSIf 172-24-9066 07/02/2001 FILE NUMBER 21-01-0794 Include unreimbursed medical expenses. ITEM NUMBER 1 DESCRIPTION Check written 06/26/01; cleared 07/03/01 - Steve Calaman - AMOUNT 115.00 services 2 Check written 06/27/01; cleared on 07/03/01 - Weis Pharmacy, prescriptions 98.50 3 Comcast Cable 13.18 4 GPU Energy 229.96 5 Robert C. Cairns Tax Collector - 1/3 2001-02 real estate tax notice 136.98 6 S. Middleton Township Mun. Autho 198.00 7 Shipley Energy 354.89 8 Sprint Telephone 59.60 9 Waste Management 44.56 TOTAL (Also enter on line 10. Recapitulation) $ 1,250.67 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) , . REV -1513 EX + (9-00) SCHEDULE J BENEFICIARIES COMMONWEAL TH OF PENNSYLVANIA INHERIT ANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Harold A. Whitcomb SS# 172-24-9066 07/02/2001 NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] 1 Krena M. Mauk RR 2 Box 285 Elliottsburg, PA 17024 2 Alan R. Whitcomb 403 Greens Ridge Road Stewartsville, NJ 08886 3 Natalie K. Zaeng1e 507 Park Drive Boiling Springs, PA 17007 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Daughter Son Daughter FILE NUMBER 21-01-0794 AMOUNT OR SHARE OF ESTATE 1/3 remainder 1/3 remainder 1/3 remainder ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON- TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 0.00 TOTAL OF PART \I - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) , . IlLctilt mill ctttb Wt61&tUtttl OF HA.ROLD A. lVHITCOMB I, HAROLD A. WHITCOMB, of 5 Forge Road, Boiling Springs, Cumberland County, Pennsylvania, declare this instrument to be my Last 'Will and Testament, in manner and form following: FIRST: I hereby expressly revoke all Wills and Codicils heretofore made by me. SECOND: I hereby direct my Executrix to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. THIRD: I direct that all taxes which may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be paid out of my estate as a part of the administration of my estate. FOURTH: Should my wife, KATHRYN B. \\'HITCOMB, survive me for a period of thirty days following my death, I devise and bequeath the remainder of my estate to KATIlRYN n. W'HITCOMB. FIFTH: Should my wife, KATHRYN B. WHITCOMB, predecease me or die on or before the thirtieth day following my death, I give, devise and bequeath the remainder of I my estate as follows: A. I give and bequeath such of my personal property as may be listed on an unsigned memorandum kept with my Will to persons named thereon, provided they survive my death. Should such a memorandum not be found with my Will, it shall be conclusively presumed th,11 none I. . was prepared, and all of my personal property shall be considered a part of the remainder of my estate; B. I give, devise and bequeath the remainder of my estate, to my children, namely, my son, ALAN R. WIHTCOMB, my daughter, NATALIE K. ZAENGLE, and my daughter, KRENA KIMMEL, in equal shares, share and share alike; or if any of my said children should predecease me, I give, devise and bequeath his or her share to his or ber issue, if any, in equal shares, share and share alike; or in the event any of my children should leave no issue surviving, then in that event, I give, devise and bequeath his or her share to my remaining, survivmg children, in equal shares, share and share alike. SIXTH: I nominate and appoint CCNB BANK, N.A., TRUSTEE of the share of any beneficiary who may be a minor. ll1e income and! or principal of said Trust may be accumulated or expended for the maintenance, education and support of such beneficiary as my TRUSTEE, in its sole discretion, may determine; and my TRUSTEE, in the expenditure of income and/or principal for such purposes, may, at its discretion, apply the same directly or pay the same to any person having the care or control of said beneficiary or with whom the beneficiary resides, without duty on the part of the TRUSTEE to supervise or inquire into the application of the funds by any person to whom payment is so made. The balance of such income and! or principal shall be paid to such beneficiary upon reaching majority, or to such beneficiary's estate in the event of death prior thereto. SEVENTH: Should the principal of any trust herein provided for be or become too small in the TR USTEE's discretion so as to make establishment or continuance of the trust 2 .' inadvisable or impractical, my TRUSTEE or my executor may make immediate distribution of the then remaining principal and any accumulated or undistributed income outright to the person or persons and in the proportions they are then entitled to income. If any such person is then a minor, distribution may be made to his or her guardian. Upon such termination, the rights of all persons who might otherwise have an interest as succeeding income beneficiary or in remainder shall cease. EIGHTH: Unless otherwise provided for herein, any income or principal payable to any beneficiary who may be under the age of twenty-one (21) years, or in the opinion of TRUSTEE, mental or physically disabled, so as to be unable to manage the said funds, shall be held in a separate Trust by TRUSTEE during such underage period or disability. Said income and/or principal of said Trust may be accumulated or expended for the maintenance, education and support of sllch beneficiary as my TRUSTEE, in its sole discretion may determine; any my TRUSTEE, in the expenditure of income and/or principal for such purposes, may, at its discretion, apply the same directly or pay the same to any person having the care or control of said beneficiary or with whom the beneficiary resides, without duty on the part of the TRUSTEE to supervise or inquire into the application of the funds by any person to 'whom payment is so made. The balance of such income and/or principal shall be paid to such beneficiary when the disability (including being under the age of twenty-one (21) years) ceases, or to such beneficiary's estate in the event of death prior thereto. NINTH: I hereby nominate, constitute and appoint my wife, KATHRYN B. \VHITCOMH, to be the executrix of this my Last Will and Testament. In the event that my 3 . . said wife, KATHRYN B. WHITCOMB, shall be unable to serve as executrix for any reason, I then nominate, constitute and appoint my son, ALAN R. \VHITCOMB, my daughter, NATALIE K. ZAENGLE, and my daughter, KRENA KIMMEL, as executors. No personal representative shall be required to file bond in this or any other jurisdiction. TENTH: In addition to the powers conferred by case law, by statute and by other provisions of this Last Will and Testament, my personal representative, and any slIccessors in that caRacity shall have the following discretionary powers applicable to all real and personal property held by them, which powers shall be effective without Order of any Court and which shall exist and continue until the time of actual distribution: A. To retain any property of any nature received by them for whatever period it shall be deemed advisable; B. To invest and reinvest all or any part of the assets of my Estate without regard to statutes limiting the property which a fiduciary may purchase; C. To sell, transfer, exchange or otherwise dispose of, any part of the assets of my Estate, for cash or on terms, publicly or privately, or to lease, without liability on the purchasers to see to the application of the proceeds, and to give options for these purchases without the obligation to repudiate them in favor of a higher offer; D. To execute and deliver any deeds, leases, assignments or other instruments as may be necessary to can)' out the provisions of this Will; E. To borrow money, if necessary to facilitate the administration and closing of my Estate, including the right to borrow money from any bank, and to mortgage or pledge any asset of the estate as security; F. To loan to, and to purcbase assets from, my Estate, even if it is also acting as Executor thereof. G. To assume continuance of the status of any beneficiary with regard to death, marriage, divorce, illness, incapacity and similar incidents or 4 matters in the absence of information deemed reliable without liability for disbursements made on such assumption; H. To make any distribution hereunder either in kind or in money, or partially in kind and partially in money, considering of course the reasonable wishes of the beneficiary. Distribution in kind shall be made at the appraised value of the property distributed, as it is set forth in the Inheritance Tax Return filed in my Estate; 1. To exercise any subscription right in connection with any security held hereunder, to consent to or participate in any recapitalization, reorganization, consolidation or merger of any corporation, company or association, the securities of which may be held hereunder; and to delegate authority with respect thereto, to deposit investments under agreements, to pay assessments, and generally to exercise all rights of investors; J. To continue in any partnership, joint venture, joint ownership or other business enterprise of which I am a part at the time of my death; K. To compromise claims; L. To continue for whatever period of time my personal representative shall deem necessary any ownership as a tenant in common or as a partner, in real estate or other property and to act as I would have done had I been living; M. To do all other acts in her jtheir judgment necessary or desirable for the proper management, investment and distribution of the assets of my Estate; N. I direct that my Executrix shall be compensated for the services it renders to my Estate in accordance with its prevailing schedule of fees in effect during the time when said services are rendered. o. Should any changes occur in the Internal Revenue Code or Pennsylvania Statutes after the date of the execution of this Will which affect the tax liability of my estate, then to the extent possible and as may be permitted by law, my personal representative shall have the power and discretion to interpret this Will and to administer my Estate in a manner which results in the lowest tax liability possible. P. Should the principal of any Trust herein provided for be or become too small, in the TRUSTEE's discretion, so as to make establishment 5 \. or continuance of the trust inadvisable, my TRUSTEE or my Executor may make immediate distribution of the then remaining principal and any accumulated or undistributed income outright to the person or persons and in the proportions they are then entitled to income. If any such person is under the age of twenty-one (21) years, distribution may be made to the Trust established under Paragraph Eighth above. Upon such termination, the rights of all persons who might otherwise have an interest as succeeding income beneficiary or in remainder shall cease. IN WIT. .NESS..WHr, EREOF, I hereunto set my hand and seal this . in ft , ! day of . \ ;i ('It> ,1993. '2 & It, .. . v'2:~~~ -:/.:./ u~/;,-:zf;~}... </ /:-.. Harold A. Whitcomb SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: //._/) //'" /"'L' l. ,!1 I Lf.: ""\' , f! I (-,.,_;1 '-..A~ I I' ( : j; / , ~/" < '....... \, ,'.-. '.l )~ lf1h.{(l,-( ( i: !\ (iL~-;! f f ' ;\[.'. :'1 ' "-.... . 6 COMMONWEALTH OF PENNSYLVANIA : 55. COUNTY OF CUMBERLAND I, HAROLD A. WHITCOMB, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me. by HAROLD A. \\'HITCOl\IB, Testator, this, this Z, (, -iC day of I/I? /11 (ii, . ,] 993. / .,:,.' .... "./~./ //';;-.,J:'-' l .;.~-'!.-.4-!,~/_..: C L~v.;~ ;I .' . Harold A. Whitcomb, Testator \\ . \ ". \) :. '., ,., Notary \, ,) ) -)~. .t V \.,,1 ,\,' { \ C_) I'JOT ARIAL SEAL 1 ERESA J. BURKHOLDER, Notary Public C2JI;SlG, Cumbenand County, Pa. k1y Ccmmission Exp!res Feb. 12, 1996 7 , , COMMONWEALTH OF PENNSYLVANIA : 55. COUNlY OF CUMBERLAND We, \~,("l(,\ ~(~ ''-iY\'\'i'1Y''i~'(..IF;-;iAt\j.". and \";>\('-':i'\,\{-)~ fv\P,,'t\\ '-:~;i\ ,the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator, HAROLD A. WHITCOMB, sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed;.that each of us in the sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by 7,(,(. i (.1._ \~\, \W. ~'{~ ~: " \,',\ ;,i\_'>I,'~. \""\'"~-" ;:-i,i-/-"\ , witnesses, this ~t_.~\'-' day of ',-\~~C\ ,,~_\,_ ,',(,Ll, and ,1993. r-).)"L, /1/1 i/l )-C~T-" ';.. ' I Witness \ 'I /'1 ( \ (' l_ ' ',,- _ ~ / '/ / J., ,_ (/._-( ) ) - f tJ. t-Jlc-( II-- {\.j( ., ,. , I '.. -'_., Witness ' ,.\. ,_ .,". I. : ..,:')f ._~~ '.' \;;)..C ',_ '_"_ \,_ \- [ , \ ,\ Ie f NQtalV' Public I-JOT ARIAL SEAL TERESA J. BURKHOLDER, Notary Public CarHsle, Cumberland County, Pa. My Ccmmission Expires Feb. 12,1996 8 I .1 i I I I 1 , , OMS NO 2 2 ...:-- - 50 -0265 ,-r A B. TYPE OF LOAN: U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.lRJFHA 2.DFmHA 3. DCONv. UNINS. 4.0VA 5. DCONv. INS. 6. FILE NUMBER: 17. LOAN NUMBER: SETTLEMENT STATEMENT 2597.1 923862 8. MORTGAGE INS CASE NUMBER: C. NOTE: This (arm is fU~~ished.to give Y?U a st~tement of actual sell/ement costs. Amounts paid to and by the settlement agent are shown. Items marked '[POC) were paid outsIde the closmg; they are shown here for informational purposes and are nol included in Ihe lota/s. I 10 3/9B (2S97.1BflEAM PFDi2597 1/17) I D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: Derek A. Bream Estate of Harold A. Whitcomb National City Mortgage Company 251 York Road 5 Forge Road 3232 Newmark Drive Carlisle, PA 17013 Boiling Springs, PA 17007 Miamisburg, OH 45342 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 26-0007758 I. SETTLEMENT DATE: 5 Forge Road Hanft & Knight, P.C. Boiling Springs, PA 17007 February " 2002 Cumberland County, Pennsylvania PLACE OF SETTLEMENT 19 Brookwood Avenue, Suite 106 Carlisle, PA 17013-9142 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER: 101. Contract Sales Price 110,000.00 401. Contract Sales Price 110.000.00 102. Personal Prooertv 402. Personal Prooertv ! 103. Settlement Charoes to Borrower (line 1400) 7,294.50 403. I 104. 404. 105. 405. Adjustments For Ilems Paid Bv Seller in advance Adjustments For Ilems Paid Bv Seller in advance 106. CountyrTwp Taxes to 406. CounlyrTwp Taxes to I 107. School Taxes 02/01/02 to 07/01/02 478.05 407. School Taxes 02/01/02 to 07/01/02 478.05 108. Assessments to 408. Assessments to 109. 409. I 110. 410. I 11,. 411. \ 112. 412. I 120. GROSS AMOUNT DUE FROM BORROWER 117,772.55 420. GROSS AMOUNT DUE TO SELLER I 110.4 78.05 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Deposit or CLlrnest money 2,00000 501. Excess Deposit (See Instructions) 202. Princioal Amount ot New Loan(s) 109,137.00 502. Settlement CharQes to Seller (Line 1400) 8.374.20 203. Existina 10<1n(s) taken subject to 503. Existing loan(s) taken subject to 204. 504. Payoff of first Mortgage I 205. 505. Pavoff of second Mortgage I 206. 506. I 207. 507. (Deposit disb. as proceeds) I , 208. Balance of Seller Help 2,920.00 508. Balance of Seller Help I 2.920.00 209. 509. Adjustments For Items Unpaid Bv Seller Adiustments For Items Unpaid By Sellor 210. CountvlTwp Taxes 01/01/02 to 02/01/02 17.24 510. CountyrTwp Taxes 01/01/02 to 02/01/02 17.24 211. School Taxes \0 511. School Taxes to 212. Assessments \0 512. Assessments to 213. 513. 214. 514. 215. 515. 216 516. 217. 517. 218. 518. 219. 519. I 220. TOTAL PAID BY/FOR BORROWER 114,074.24 520. TOTAL REDUCTION AMOUNT DUE SELLER I 11,311.44 300. CASH AT SETTLEMENT FROMITO BORROWER: 600. CASH AT SETTLEMENT TO/FROM SELLER: 301. Gross Amount Due From Borrower (Line 1201 117 ,772.55 601. Gross Amount Due To Seller (Line 420) i 110,47805 302. Less Amount Paid By/For Borrower (Line 220) ( 114,074.24) 602. Less Reductions Due Seller (Line 520) I( 11,311.44 303. CASH ( X FROM) ( TO) BORROWER 3,698.31 603. CASH ( X TO) ( FROM) SELLER I 99,166.61 The undersigned hereby acknowledge receipt of a completed copy of pages 1 &2 of this statement & any attachments referred to herein. ^ ^ /'I Form View - public tax file 1-8-02.fp5 , , Form View public tax file 1-8-02.fp5 Ho-'n~ !i~C'lr~b Ta_bleYj~w Viewing: 1 of 1 District_Number 40 ParceUdentifier 40-13-0124-022 Map_Suffix_Number House_Number Street SHEET IRON ROOF ROAD Owner_Name_1 OTTO, ROBERT R ET AL Owner_Name_2 & MARGARET W Land_Use_Code V Property_Description Living_Area Current_Land_Valu CurrenClmprovemenC Value CurrenC Total_ Valu Current_Preferred_ Value Acreage 15.07 CleanGreen_Status Taxable_or_Exempt 1 Sale_Amount 1 Safe_Month 08 Sale_Day 02 Sale_Century 20 Sale_Year 01 39570 o 39570 1i~1p Page 1 of 1 , , ~.2II.AT-Wer'enty ~d, Short 'o,m. Act 01 I909-A"enled fo, Photo.Reco,dlnl He'nry HaUl Inc., Ind.ana, P.. Utbi~ ;mttb, . it ~ MADE THE ).? - day of . ~.~ 0/ ollr lArd one thol/sand nin(! hundr('d eighty (1980). f ftr;;OROfC .I)"":!: (IF' TH! RfCORD~1\ or u,:F.DS OUHBElilANO COUNTY PF.NN SYlVAlI:A fED , 3 28 fM 'sn in the year '- flETWNEN TOM H. BIETSCH and ELIZABETH B. BRIZENDINE, Executors of the Estate of Tom O. Bietsch, late of the Borough of Mount Holly Springs, Cumberland County, Pennsylvania, deceased, hereinafter called Grantor s, and ROBERT K. WHITCOMB and DORIS J. WHITCOMB, his wife, of the Village of Boiling Springs, Cumberland County, Pennsylvania; HAROLD A. WHITCOMB and KATHRYN B. WHITCOMB, his wife, of the Village of Boiling Springs, Cumberland County, Pennsylvania; and ROBERT R. OTTO and MARGARET W. OTTO, his wife, of the Borough of Carlisle, Cumberland County, Pennsylvania, hereinafter called Grantees : WITNESSETH, that in consideration of Fifteen Thousand and 00/100 . ($15,000.00) Dollars, in hand paid, the receipt whereof is hereby acknowledged, the said grantOls do hereby grant and convey to the said gra.ntee s, their heirs and assigns as hereinafter designated and provided: _I \, ALL that certain tract of mountain land situate in South Middleton Township, Cumberland County, Pennsylvania, bounded and described as follows: BEGINNING at an iron pipe on line of land of Old Town Run Mountain Lodge: thence by land known as Moyer's Mountain Retreat and crossing Sheet Iron Roof Road, South 47 degrees West 78 perches. to a point: thence North 49 degrees West and recrossing Sheet Iron Roof Road, 30 perches to a stone corner: thence by land now or formerly of A. Raudabaugh and land now or formerly of Paul Diehl, North 47 degrees East 78 perches to a stone corner, thence by land of Old Town Run Mountain Lodge, South 49 degrees East 30 perches to the Place of BEGINNING; Containing 15 acres 11 perches. BEING the same property which was conveyed to Austin W. Brizendine by Cary W. Ahl, et. al., by deed dated October 26, 1962, and recorded in the Office of the Recorder of Deeds for Cumberland County in Deed Book "R", Vol. 20, Page 452; and which was subsequently conveyed by the Tax Claim Bureau of Cumberland County to Tom O. Bietsch by deed dated January 19, 1966, and recorded in the Office aforesaid in Deed Book "W", Vol. 21, Page 126. Tom O. Bietsch died on August 14, 1979, and by his Last will and Testament duly probated in the Office of the Register of Wills for Cumberland County in will Book 81, Page 292, appointed Tom H. Bietsch and Elizabeth B. Brizendine, Executors of his Estate 1:'0 whom LeLter8 'I"esLamcntary were duly issued. THE WITHIN conveyance is made pursuant to Section 3351 of the P,-nh.::lt-",,_ R!':t-.::It-",,!,: .::Inn Finnl"'i",,-;,,,,!': rnn",,_ . . MembersJ FEDERAL CREDIT UNION INSURANCE DEPARTMENT 5000 LOUISE DRIVE P. O. BOX 40 MECHANICSBURG, PA 17055 I -800-283-2328 or (717) 697-1161 August 13,2001 James D. Hughes Irwin, McKnight & Hughes West Pomfret Professional Building 60 W. Pomfret Street Carlisle, PA 17013-3222 RE: Estate of Harold A. Whitcomb SSIN 172-24-9066 Dear Mr. Hughes, Enclosed is the information requested in your letter of July 16, 2001 regarding the accounts held with Members 151 by Harold Whitcomb. Please provide a death certificate for our files. Please feel free to contact me at 795-5131 should you have any questions or require additional information. -\ V iry, truly yours, /) ~ r: /,./ / il.l./;,/ 1~:#C'7 /~<r .'''' IV. L- . I _____ De'nise A. Anders -- Insurance Products Supervisor Enclosure . , MembersJ FEDERAL CREDIT UNION REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Created Interest Earned from 1II/01 to Date of Death INVESTMENT SAVINGS ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Created Interest Earned from 1/1/01 to Date of Death Estate of: HAROLD A. WHITCOMB Date of Death: 07/02/2001 Social Security Number: 172-24-9066 INSURANCE DEPARTMENT 5000 LOUISE DRIVE P.O BOX 40 MECHANICSBURG. PA 17055 1 -800-283-2328 or (717) 697-1 161 51317 -00 04/02/1975 $45.68 $.00 $45.68 Kathryn B. Whitcomb 04/02/1975 $.00 51317 -05 11/29/1985 $170.25 $.01 $170.26 Kathryn B. Whitcomb ll/29/1985 $1.70 MfM.'.B. ER..S 1ST.F.. E..~.DDI;.RA . ......LCREDIT. UNION , /, /' // It I. ';'I/;''-~' . /.; ,/ ~-'-~ / y-\.:;.-:~, ~ t l1v' t I /". _.~~., Denise A. And s---' Insurance Products Supervisor August 13,2001 . " F'rstEne~ -- 76 South Main St. Akron, Ohio 44308 July 19, 2001 Ii!,)' "":.. ".~.. .....,..- " ~ f e: .? ^ ',> ~. .~'. ;,",: :.-"'"""t. I 1/"." . .'v/ '_"'!~ 1,.,...( :" .... ,. . .'. .,' ....I..t..' .,.1 ~.;11' .00.633-4766 I Ii~ '(",",w~ ':iJ ,;'~':. III [J, '., 1 \' ' """:J );~ '')r) '''1 '.......' t...".j_ Attorney James D. Hughes West Pomfret Professional Building 60 West Pomfret Street Carisle, P A 17013-3222 ;1"":(' i!~ IIJV! ';:_'~. ijl 0 !". h.d!l '~ 11 I ,/ r:; 'it!" <: . \J .....1, ..I Reference: Account ID-HAR A WHITCOMB 02-Account Number 222241 Dear Attorney Hughes: Thank you for your recent correspondence, informing us of the death of Harold A. Whitcomb. Our records indicate that on July 2 2001, Mr. Whitcomb owned 100 shares of FirstEnergy Corporation common stock, registered in his name solely. Mr. Whitcomb held his certificate number FE 119608 for 100 shares. In order to ascertain the monetary value of the shares on the date of death, we provide the stock market trading prices for the shares on that date. The table below contains this information. TRADE DATE 07 -02-01 HIGH $32.49 LOW $32.00 CLOSE $32.45 In order to transfer the shares to the heir(s), the following items are required. . Certificate endorsed by the Executor of the estate, with the endorsement medallion signature guaranteed. (We Suggest Registered Mail When Sending Certificates). . Court certified appointment of the Executor. . Copy of the death certificate of the decedent. (Certified copy not required). . The name(s) and address for the new account along with the number of shares to be transferred. . Completed and endorsed IRS Form W-9 providing the tax identification number for the new account. Upon receipt ofthe above items, we will transfer the shares in accordance with your instructions. If you require additional assistance, please do not hesitate to contact me at 800-736-3402. Sincerely, ~.~ Sherry S. Monk FirstEnergy Corporation Investor Services Enclosure: IRS Form W-9 . '.' ~e~co Potomac Electric Power Company July 25, 2001 1900 Pennsylvania Avenue, NW Washington, DC 20068 -Nf--- ~ r-' .... I.... , "",<< i, "'" "''' 'I "',~, ,''''',' ~ "', P'J"I- ,M,)' '~ ' l; , I'~ ',""~' \,';7 ~ 11'$ ,I,.'} '-~J';'""" (,\\ t",>, t}~' '") --". /. i t...., _ ~ ~...; ~ FA -.-[.~~\ $ \..:' ,I; ~.. ,,) James D. Hughes, Esq. Irwin McKnight & Hughes 60 West Pomfret Street Carlisle, PA 17013-3222 RE: Harold A. V"hitcomb & Kathryn B. Whitcomb JT TEN Dear Mr. Hughes: This concerns your recent inquiry regarding the above referenced account. Our shareholder records show 53.5490 shares of common stock registered as shown above in this account on July 2, 2001. Based on a New York Stock Exchange closing quote of $21.25 on that date, the approxim~ e value of the account at that time was $1,137.92. ! \ . DOnald~R. Campion Shareh \ Ider Relations J ~e~co Potomac Electric Power Company July 25, 2001 1900 Pennsylvania Avenue, NW Washington, DC 20068 frJ f?'(r":;) j t/ I ~ f.l: '.' "\-""', ~ 1'. (' ; ~.I:~<::J>;f } l\~, It>' Iii '---- {~ ( James D. Hughes, Esq. Irwin McKnight & Hughes 60 West Pomfret Street Carlisle, PA 17013-3222 ~'F ....~ RE: Harold A. Vvhitcomb & Kathryn B. Whitcomb JT TEN Dear Mr. Hughes: This concerns your recent inquiry regarding the above referenced account. Our shareholder records show 53.5490 shares of common stock registered as shown above in this account on July 2, 2001. Based on a New York Stock Exchange closing quote of $21.25 on that date, the apprOXimr\e value of the account at that time was $1,137.92. . I hope this information proves helpful to you. r \ Sinc~,~ Iy, . \)\ . \~\ Donald R. Campion Shareh~lder Relations \ \ I I I ,J RE:____RAROLD A. WHITCOMB DATE OF DEATH 7-2-2001 ACCOUNT INFORMATION ~CHECKING SAFE DEPOSIT ~_SAVINGS ___CERTIFICATE OF DEPOSIT SHARES OF STOCK DATE OPENED 10-3-1996 DATE CLOSED STILL ACTIVE ACCOUNT NUMBER 33-09452 ACCOUNT BALANCE AT DATE OF DEATH ACCRUED INTEREST $9.97 $15.294.68 INTEREST FOR YEAR $203.92 TOTAL ACCOUNT BALANCE $15.304.65 NAME(S) ON ACCOUNT HAROLD A. WHITCOMB --------------------------------------------------------------- ACCOUNT INFORMATION CHECKING SAFE DEPOSIT SAVINGS CERTIFICATE OF DEPOSIT SHARES OF STOCK DATE OPENED ACCOUNT NUMBER ACCOUNT BALANCE AT DATE OF DEATH DATE CLOSED ACCRUED INTEREST TOTAL ACCOUNT BALANCE NAME(S) ON ACCOUNT ------------------------------------------------------------------ ~M&rBank rD~' '~E' ~ ~ 1; \\r"l~ "' Ii' ,t f:l. ~ WI.. ' , I' ~ ,.......... ,'-, l<< ',1 ; J: '" If" ! ii V:;;, """.., ,"" L~, i ~ ,~\ !!}~ ,"^.." ~il /~ July 31,2001 !j ~ ; ,'-" Cl ,') 2nnl ... ",I" RE: Estate Search The Estate of: Date of Death (D.O.D.) HAROLD A. WHITCOMB 7-2-2001 I Pl;~t[ ~i \' ,,\ ~ -i ,~ t (- :-~H f" HP r (i< " '.' . ; , ""'" ,-~ \0,,:' \..!' ,~"'."" To Whom It May Concern: Identified below is the account information requested. I. M&T Bank accounts in which the decedent's name appears: Account Type Account Number Account Title Opening Branch D.O.D. Balances (Includes Accr. Int.) $70,134.35 $50,047.95 Accrued Interest CD CD 31003910895879 31003910901981 HAROLD A. WHITCOMB HAROLD A. WHITCOMB 4303 4303 $134.35 $47.95 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed Account Description No Safe Deposit Box titled in the Decedent's name existed at our office. If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724- 2440 outside of the Buffalo, NY calling area, Thank you. Sincerely, M&T BANK CORPORATION BY: ~ / . /.. ) _A...A LA-^A...^-_A....Q , Authorized Signature ,~ od/'fr~~ DATE: -1)-"//1)' l 1...-; I , I ! I I Manufacturers and Traders Trust Company · 1100 Wehrle Drive, Po. Box 767, Buffalo, NY 14240-0767 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Estate No.: To the Register: HAROLD A. WHITCOMB July 2. 2001 21-01-0794 E - I certify that notice of the beneficial interest required by Rule5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on September 20. 2001 Name Natalie K. Zaengle Krena M. Mauk Alan R. Whitcomb Address 507 Park Drive. Boiling Springs. P A 17007 RR 2 Box 285. Elliottsburg. P A 17024 403 Greens Ridge Road. Stewartsville. NJ 08886 Notice has now been given to all persons entitled ther Date: 09/20/0 I cKNIGHT & HUGHES James D. Hughes. ESQuire Address 60 West Pomfret Street Carlisle. P A 17013 Telephone (717) 249-2353 Capacity: Personal Representative x Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HUGHES JAMES 0 60 WEST POMFRET STREET CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 172-24-9066 FILE NUMBER: 21-2001- 0794 DECEDENT NAME: WHITCOMB HAROLD A DATE OF PAYMENT: 10/02/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/02/2001 NO. CD 000336 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $10,000.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: JAMES 0 HUGHES ESQUIRE CHECK# 17957 SEAL INITIALS: CW RECEIVED BY: REGISTER OF W;r,LLS $10,000.00 MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: HUGHES JAMES D 60 WEST POMFRET STREET CARLISLE, PA 17013 ______u fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: SSN: 172-24-9066 FILE NUMBER: 2101-0794 DECEDENT NAME: WHITCOMB HAROLD A DA TE OF PAYMENT: 02/14/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/02/2001 ACN ASSESSMENT CONTROL NUMBER 101 TOTAL AMOUNT PAID: REMARKS: JAMES D HUGHES ESQUIRE CHECK#18253 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS REV-1162 EX(11-96) NO. CD 000861 MARY C. LEWIS REGISTER OF WILLS AMOUNT $445.22 $445.22 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l j 55: Natalie K. Zaengle, Krena M. Mauk and Alan R. Whitcomb being duly sworn according to law, deposes and says that they are the executors of the Estate of Harold A. Whitcomb late of -- So~t~l'1:iA~l_~~~Il_J()Wl!sh:i:p________ , Cumberland County, Pa., deceased and that the within is an inventory made by the above-named persons _, the said executors of the entire estate of said decedent, consisting of all the personal propdrty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. and subscribed before me, Drive, Boiling Springs, PA 17007 Date of Death Notarial Seal Jacqueline L. Drawbaugh, Notary Public Carlisle Boro, Cumberland County My Commission Expires Aug. 14, 2003 Member, Pennsylvania Association at Notaries 02 Day Stewartsville, NJ 08886 07 2001 Month Year INSTRUCTIONS I. 2. 3. 4. An inventory must be filed within three months after appointment of personal representative. A supplement inventory must be filed within thirty days of discovery of additional assets. Additional sheets may be attached as to personalty or realty See Article IV, Fiduciaries Act of 1949, no :;(J5 ::l ~- 0- 0' r: 2 :0 :Om ...... ...,. ',';.I \,.. ((-."1; :::" " rr1 en --" J::,. -0 i:::;. o p.. 'M ..r:: tIJ ~ .,; >- 0 Ql tIl ~ H CD l-< iz:l I- W '" 'M ::c -:t >- a:: I- ~ III ;::l 0 w -< CIl 0"1 0::: e.. I- u 0 u 0" P " 0 VI H ~ CIl CD tIJ ::c 0 0 w W H Ql C D\ iz:l >- I ::r a:: [i M 'II CD ~ ...... t- e.. "'0 e.. " c I- ...J U. ... 0 Z 0 "'0 III tIJ 0 H I U. ...J -< 'M e.. Ql :s: ::c ...... w 0 -< w < ::E: >. fo-< 0 a:: N II > z .... H Z 0 A ..r:: c ;::l ~ C H ~ :3 ::c c:i VI Z 0 ;::l 0 u a:: U Z I w 00:( ~ 0 4IIto . ::E: e.. tIl " A c " III tIJ Z I ... -.: Ql H 0 CIl !:i ~ ..D " ~ co CIl E 0 ....., H .... :3 ..! 0 I III U u: ...J r:a Jnventory of the real and personal estate of Harold A. Whitcomb deceased 1. 5 Forge Road, Boiling Springs, South Middleton Township, Cumberland County. 2. 100 Shares First Energy . . . . . . . . 3. 53.549 Shares Potomac Electric Power. 4. F&M Trust - Checking. 5. M&T Bank - Certificate. . . . . 6. M&T Bank - Certificate. . . . . 7. Members 1st Federal Credit Union - Savings. . . . . 8. Members 1st Federal Credit Union - Investment Savings 9. 1987 Chevrolet Pickup (Poor). 10. Public Sale Proceeds. 11. Undivided one-third interest in mountain land - Sheet Iron Roof Road, South Middleton Township, Cumberland County . . . . . . 110,000 00 3,224 00 1,137 92 15,294 68 70,134 35 50,047 95 45 68 170 26 600 00 7,182 00 13 , 190 00 TOTAL . . . . . . . . . . . . . . . . 271,026 84 IIJ .. 3 ....3 BUREAU OF INDlv1bUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG. PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER fiE :5 s)COUNTY ACN . " i' JAMES D HUGHES ESQ IRWIN ETAL 60 W POMFRET ST CARLISLE .02 APR -5 C.~1 PA 17o~~'ilnl::H 04-01-2002 WHITCOMB 07-02-2001 21 01-0794 CUMBERLAND 101 Allount Rellitted '*'(}/ REV-1547 EX AFP 101-02) HAROLD A MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=is4-j-i3f-AFP--foY:02Y-NCjfici--OF-YNHiifiTANCE-TAi-APPRA-isii'-ENT~--ALrOWAi'-CE-CrR-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WHITCOMB HAROLD A FILE NO. 21 01-0794 ACN 101 DATE 04-01-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED 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 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. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (9) (10) NOTE: (1) (2) (3) (4) (5) (6) (7) 123.190.00 4.361.92 .00 .00 143.474.92 .00 7.500.00 (8) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 278,526.84 34.714 79 243,812.05 .00 243,812.05 I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ Abb returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. AlIOunt of Line 14 taxable at Lineal/Class A rate (16) 17. A.ount of Line 14 at Sibling rate (17) 18. AlIOunt of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due C E TS: DATE 10-02-2001 02-14-2002 + INTEREST/PEN PAID (-) 526.32 .00 NUHBER CD000336 CD000861 33,464.12 1.250.67 (11) (12) (13) (14) .00 243,812.05 .00 .00 X 00 = X 045 = X 12 = X 15 = (19)= AHOUNT PAID 10,000.00 445.22 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 10,971.54 .00 .00 10,971.54 10,971.54 .00 .00 .00 ( 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 FORH FOR INSTRUCTIONS.) STATUS REPORT UNDER RULE 6.12 S ./ Name of Decedent: HAROLD A. WHITCOMB Date of Death: July 2. 2001 No. 21-0j-00794 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: -L Yes _ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes ~No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? x Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cle rphan's Court and may be attached to this report. Date: 9/4/02 Capacity: x Personal Representative Counsel for Personal Representative