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Home My WebLink About01-1085 Estate of also known as PETITION FOR PROBATE and GRANT OF LETTERS d. /-0 I -1085 E. Page No. 21-00- To Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Marcella Social Security No. 170-12-0777 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the exec in the last will of the above decedent, dated June 5,2000 and codicil(s) dated N/A cutors named (state relevenat circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland her last family or principal residence at Carlisle, Pennsylvania Street, Borough of Carlisle, Cumberland County (list street, number and municipality) County, Pennsylvania, with Chapel Pointe Home, 770 N. Hanover Decedent, then 85 years of age, died November 6, 2001 at Chapel Pointe Home, 770 N. Hanover Street, Borough of Carlisle, Cumberland County Except as follows, decedent did not marry, was not divorced and did not have 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: No Exceptions Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ un estimated $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) thereon. ~~~ 1%Vd~ . andra Lee orcross 8949 Southwest Fairview Place Portland, OR 97223-4444 OATH O~' PERSONAL REPRSENTATIVE COMMONWEA TLH OF PENNSYL VANIA COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition 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. ; " Sworn to or affirmed and subscribed before me this 9th day of Novemb r,20 1 - ~3 --Ii -'1f;::t; Register ~o. 21-2001-1085 Estate of Marcella E. Page , Deceased DECREE OF PROBATE A~D GRA~T OF LETTERS AND NOW 28th , Ncv-Ol the reverse side hereof, satisfactory proof having been presented-before me, IT IS DECREED that the instrument(s) dated_ June 5, 2000 described therein be admitted to probate and filed of record as the last will of Marcella E. Page and Letters Testamentary are hereby granted to Sandra Lee Norcross and Raymond Stanley Page Probate, Letters, Etc. Short Certificates( 2) Renunciation x-Pages (7) JCP FEES $ 115.00 $ 6.00 $ $ /.~.OO .00 Total_ $ 147.00 Fi led... .November.. .28th.. 20.Q1 Stephen D. Tiley ATTORNEY (Sup. Ct. J.D. No.) 5 South Hanover Street Carlisle, Pennsylvania 17013 ADDRESS (717) 243-5838 PHONE 32318 CALL ATI'ORNEY TILEY. u."".<'f\" r:-,r::.\' "/(Of; This is to certify that the information here given is correctly copied fro~ an original certificate of death dul~ filed with Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent fillOg. WARNING: It is illegal to duplicate this copy by photostat or photograph. me as No. )_~~~. ~b.l-~~~ Local Registrar Fee for this certificate, $2.00 p 7714444 NOV 8 7001 Date 21-2001-1085 "'" H10S.14,JA..,. 2187 COMMONWEALTH OF PENNSVLVANIA . OEPARTMENT OF HEALTH. VITAL RECOROS CERTIFICATE OF DEATH 'NT .. AGE tL_ BlItrIOIy) STATE 'ILE ~UM8E" SOCIAL 5ECU"IT'V NUMBER DATE OF DEATH ,Mcncn. 0..,. .....) :.NT <K NAMEOFDECECENT(f,r,T'M,;;;;~----'---"------'---------- 50-- aFemale s. 170 - 12 6 2001 s. 85 COUNTY OF OERH Yo>. =.,,0 ~l . ... CUrrtler land DECEDENT'S USUAl. OCCUMrION (~wonU::~:O~~::i,::i' "L Clerical ",J:nsurance Compan DECEDENT'S MAIUNG AOOAESS ($tree. CltyITown. s.. Zlpcoo.i DECEOENT'S ACTUAL 770 S. Hanover St. ::U~ on Olhe'tatl MAAtTAL STATUS. "'wried N....., Man-ied. WidrJIItM. -- ,..Widowed 17.. $1.1. Pa t1'c.O ....~..,..... _. ,.. FRHEA'S HAMI (F1l''' MoOCIe. l'" ... Leroy ,'Evans "'ClAMAH'rSNAM€lT_"", Sandra Norcross METHOO OF OISPOSITtON _~XC''''''lono _....StoI.o ""* 0 ''''. Did - Min. ~lImhArl"'nn -' '7.1] :.':i.."":":.::'.. MOTHER'S NAME (Firll. M.ddte. M..... Surn.mel . Ella Brown INFORMANTS _AllORESStSo.... 0lylI00n, _. z"'~ _.8949 S. West Fairview.:Place Portland, OR 97223 PLACE '* DtSPOSrTK)N - Name 0Ieem.tefy. Cremalofy LOCAIlOH. CilyITown, SW.. Z"lpCode orQn.rPeec. Carlisle _. M. 25. 27. """ I: Em., IM.,-........ inturieaor compht.honawNd't CIIUMdthe d..lh. 00 not .nt...IM rnodltol ctymQ,.ucn .scardiK Olr.spir.1Oty an.... lhOCll or hurt '.ilUt.. lill Ofttt one C&UM on.ec:h line. .... 1M ~ 01 my Ilnowledg11. .,..", OCCU'ted allhe lme. daI. and pe.c:."aled ._....1 (), I::u. _ \ . .\i ~C)...><..C- '0... ..,L.,)~ TIME OF DEATH DATE PRONOUNCED DEAD IMQI'Iltl. o.y, 'IVr) II - C \0 - -:"'00 ( lfCENSE NUMBER 0R1! SIGNE C),I In -5 \ L _.llrt._' . !\I\I - "'t' i;) 0 - Ie - 0 \0 -;.too I '^"S CASE REFERRED TO MEDtCAl EXAMINERlCOAOHER? ....0 No TING AS SUCH r:\~\rD DuE 1O(()R AS A CONSEQUENCE OF'): ... IApproximMe '-- :_anddeath I : PART II: OIherligniftcMl~lCIOlWibuItnglO..ttl.buc noIl'MUling in the ~ CMIM given in PART I. l : .. WERE AUTOPSY FlNOtNQS .....v.ae PRtOA 10 COMPlET1ON OIF CAUSE 01' OEAI'H' DUE 10 (OR AS A CONSEOuENCE OF): DUE 10 lOA AS A CONSEOUENCE OF)' MANNER OF DEATH DATE OF INJURY (Man"'. OIly. __I nfoole OF INJURY INJURY AT WORK? DESCAfSE HOW' INJURY OCCUAAED. ........ ~ o o HomiCide -, P.ndin9 1""""l9-llon o o o PLACE OF INJURY. At homto. farm, ..'....I.ctory. ome. M. ~etc.lSpe(:...,.) _. .... 0 NoD ....0 NoD - Could not be del.muned l~.o.,. 'IUt. (;I.oC) I 2eIi. 2I~ CUlT.... tChectl only ~ -CEllTU'Y1NQ II'MYSICIAH (PhyllOafl ~ cane rJ din... wf'Iet'l~.. phvsc..n Ns pronounced de.ath ana CClI'T\DltIted llem 231 To....... of '"' ~,de.th oeeutNd due to... CMlH(I).nd manner .. .'-tM. . . . . . . . . . . . . . . . . . . . . ... .P'fIIOH()UfrfoCIHQ AND C!:..-r'nlNO HtYSK:IAH IPhvsclan t)olh Pl'OtlCNtlClIlQ oe""" and Certll'fIl'I9IOCMIM 01 de.lhl TbltletMetofmyflNwtMt_. _.IhOCCunacll.IIhe..... dlte. andplHe. .nddu.tothec.u....).ndm.nner.. ...IM.......................... -MEDICAL VCAUINIAICOAONEA On the ..... o' e..m'i\Mlon .nd/or in.....slig.tion.in my opinion. d..th occurr'td "1M tlm.. dat.. and pl.ce,.nd due to the c.u..(s) and manftel' I' .t........ ............ .... ............ .............................. ... ........................ ........ 31.. AEGISTAAR'S$JGNATUAEANONUMBER ~ . "'. c-..... , t\........ \ - ~ '"' ~'\._c::t\~ ~ \ 1dL. \ 101 ~ ~ 'j~ ~ ~OO\ ~ ~~ ~ ~ J LAST~LLANDTESTAMENT a= MARCELLA E. PAGE I, Marcella E. Page, of the Borough of Carlisle, (770 South Hanover Street) I Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills and Codicils heretofore made. FIRST I direct the payment of my just debts and funeral expenses as soon after my death as may be convenient. I direct that all federal and Pennsylvania estate taxes, Pennsylvania inheritance taxes, and generation-skipping transfer tax payable as a result of my death, not limited to taxes attributable to property passing under this Will, shall be paid by my Executor from my residuary estate, including any part of my residuary estate that otherwise qualifies for a deduction for federal estate tax purposes, however, no federal or Pennsylvania estate tax, Pennsylvania inheritance tax, or generation-skipping transfer tax shall be payable from or chargeable to any property that passes to my surviving spouse, whether under this Will or otherwise, and that qualifies for the federal estate tax marital deduction. I direct my Executor not to seek reimbursement for any tax so paid from any beneficiary under this Will, heir of mine, or other transferee of property included in my gross estate. SECOND I declare that I am now the widow of Clifford Page. We had no children together however we each had children by prior marriages. I had two children by my prior marriage, to wit: a daughter Sandra Lee Hipple, now by marriage Sandra Lee Norcross, and a son Stanley Hipple. My son, Stanley Hipple, is now deceased. I continue to consider my son's widow, Faye Arlene Hipple, to be my daughter-in-law following my son's untimely death. THIRD I make the following specific bequests: A I give and bequeath all my pearl necklaces, to my daughter Sandra Lee Norcross, or her heirs per stirpes and not per capita. B. I give and bequeath my dining room suite to my daughter-in-law Faye Arlene Hipple, or her heirs per stirpes and not per capita. FOURTH All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath, in two equal shares as follows: (A) The first share I give, devise and bequeath, by further dividing it into two Last Will and Testament Marcella E. Page Page 1 of 8 ~~ ~ .~ ~ ~ equal shares, and then giving them, per stirpes and not per capita, as follows: (i) One such further divided share to my daughter, Sandra Lee Norcross, provided the said Sandra Lee Norcross shall survive me by ninety (90) days, but should she fail to so survive me then the share she would have received shall pass to such of her issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue the same shall lapse and be added to the remaining share or shares within this paragraph 4(A) of this my Last Will and Testament. (ii) The other such further divided share I divide further again into five equal shares, as follows: (1) One such further again divided share to my daughter-in-law Faye Arlene Hipple, provided the said Faye Arlene Hipple shall survive me by ninety (90) days. In the event that the said Faye Arlene Hipple should fail to survive me by ninety (90) days then her further again divided share shall lapse and be distributed pursuant to paragraph 4(A)(ii)(2) of this my Last Will and Testament. (2) The remaining four (4) such further again divided shares I give, one each, to each of the four (4) children of my deceased son, Stanley Hipple, per stirpes and not per capita, provided in each instance the child shall survive me by ninety (90) days, and provided further, however that in the event that any of such four (4) children of my deceased son, Stanley Hipple is under age twenty-three (23) at the time of my death, then the share due that child shall instead pass to my hereinafter named Trustee, to hold said share in trust for said child under the age of twenty- three (23) and to be held, administered, and distributed by the Trustee as provided in paragraphs five and six of this my Last Will and Testament. In the event that any of the four (4) children of my deceased son, Stanley Hipple should fail to survive me by ninety (90) days then that further divided share shall pass to such of his or her issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue the same shall lapse and be added to the remaining further again divided shares within this paragraph 4(A)(ii)(2) of this my Last Will and Testament. (3) In the event that none of the said Faye Arlene Hipple or any of the four (4) children of my deceased son, Stanley Hipple, should fail to survive me by ninety (90) days, and no issue of the said four (4) children of my deceased son, Stanley Hipple, should survive me, then the further divided share described in this paragraph 4(A)(ii) shall lapse and be added to the remaining share or shares within this paragraph 4(A) of this my Last Will and Testament. (8) The second share I give, devise and bequeath, in equal shares, per stirpes and not per capita, one each unto my stepson, Raymond Stanley Page, my stepdaughter, Joan Page Silver, and my stepson Don Drew provided they survive me by ninety (90) days, but should any of them fail to so survive me then the share such stepchild would have received shall pass to such of his or her issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue the same shall lapse and be added to the remaining share or shares within this paragraph 4(8) of this my Last Will and Testament. (C) In the event that no one in either paragraph 4(A) or paragraph 4(8) should survive me by a period of ninety (90) days then the one-half share to be distributed Last Will and Testament Marcella E. Page Page 2 of 8 l ~ ~ ~ , -.:: , ~ ~ pursuant to that paragraph, either paragraph 4(A) or paragraph 4(B), shall lapse and be added to the other one-half share provided in this paragraph 4 of this my Last Will and Testament. FIFTH (A) Trustee Named. The amounts payable to the Trustee for any of the four (4) children of my deceased son, Stanley Hipple who is under age twenty-three (23) at the time of my death pursuant to paragraph 4(A)(ii)(2) of this Will shall be paid to Thomas R. Klinger and Pixie Klinger, of 6641 Jefferson Street, Harrisburg, Pennsylvania, or the successor or survivor of them, to hold pursuant to paragraphs five (5) and six (6) of this my Last Will and Testament. In the event of the death, resignation or inability to act for any reason of one of the said Thomas R. Klinger and Pixie Klinger, the successor or survivor of them alone shall serve as Trustee. In the event of the death, resignation or inability to act for any reason of both of the said Thomas R. Klinger and Pixie Klinger, a successor Trustee shall be appointed by the Court of the jurisdiction in which my Last Will and Testament was probated. (B) Payment of Income and principal. The Trustee shall pay to or apply for the benefit of any said beneficiary, during his or her lifetime, all of the net income of the Trust in monthly or in other convenient installments, but in no event less often than annually. The Trustee may, in his sole discretion, payout and apply all or a portion of the principal of a beneficiary's trust for any educational or medical need of the beneficiary. (C) Division of Trust Estate. Upon any such beneficiary attaining the age of twenty-three (23) the Trustee shall pay over to the beneficiary all remaining and undistributed principal and income of such beneficiary's trust. It is my intention by this paragraph to establish a separate trust account for each such beneficiary who is less than 23 years of age. In the event that any such beneficiary should die before attaining the age of twenty-three (23) years, all remaining and undistributed principal and income of such beneficiary's trust shall be distributed pursuant to paragraph 4(A)(ii)(2) of this my Last Will and Testament. (D) Consideration of Beneficiaries' Other Means. The Trustee, in exercising discretionary authority with respect to the payment of trust income or principal to any such beneficiary, shall take into consideration any income or other resources available to such beneficiary from sources outside of this trust that may be known to the Trustee. The Trustee shall not require that any such beneficiary exhaust any other resources prior to a receipt of income, and mayor may not, in his sole discretion, require that any such beneficiary exhaust any other resources prior to a receipt of principal. The determination of the Trustee with respect to the advisability of making payments out of the principal to any beneficiary shall be conclusive on all persons interested in the trust. (E) Incapacity of Beneficiary. If at any time any beneficiary entitled to receive income or principal from the trust is a minor or an incompetent or a person whom the Trustee deems unable to handle funds properly or wisely if paid directly to the beneficiary, the Trustee in the Trustee's discretion may make payments in anyone or more of the following ways: (i) Directly to the beneficiary. (ii) To the natural guardian or legally appointed guardian or conservator of the person or estate of the beneficiary. (iii) By making expenditures directly for the care, support, maintenance, or education of the beneficiary. Last Will and Testament Marcella E. Page Page 3 of 8 ~~ ~ ~ , ~ .~ (iv) To any person or organization furnishing care, support, maintenance, or education for the beneficiary. The Trustee shall not be required to see the application of any funds paid or applied in any of the above-mentioned ways, and the receipt of the payee shall be full acquittance to the Trustee. The decision of the Trustee as to which of the methods should be used in making payments shall be conclusive and binding on all parties concerned. (F) Undistributed Payments. On the termination of any interest in this trust, all undistributed income in the hands of the Trustee shall be paid to the person or persons next entitled to income by the terms of this Will. (G) Alienation or Encumbrance. No beneficiary or remainder beneficiary of any Trust shall have any right or power, except as otherwise specified, to sell, transfer, assign, pledge, mortgage, alienate, or hypothecate his or her interest in the principal or income of the trust estate in any manner whatsoever. To the fullest extent of the law, the interest of each and every beneficiary and remainder beneficiary shall not be subject to the claims of any of his or her creditors or liable to attachment, execution, bankruptcy proceedings, or any other legal process. The Trustee shall pay, disburse, and distribute principal and income of the trust estate only in the manner provided for in this Will and not on any attempted transfer or assignment, whether oral or written, of any beneficiary or remainder beneficiary nor by operation of law. (H) Distribution of Trust Assets by Executor. If on termination of the administration of my probate estate, there has been no distribution in trust to the Trustee and events have occurred that would require the Trustee under the terms of this Will to make immediate distribution of all the property, my Executor shall perform all of the acts necessary to complete the distribution and for that purpose shall have all the powers granted by this Will to the Trustee. SIXTH In order to carry out the purposes of any Trust established by this Will, the Trustee, in addition to all other powers and discretions granted by this Will or by law, shall have the following powers and discretions, subject to any limitations specified elsewhere in this Will: (A) Retain Assets. To continue to hold any and all property received by the Trustee or subsequently added to the trust estate or acquired pursuant to proper authority, including any non-income producing property, if and as long as the Trustee, in exercising reasonable prudence, discretion, and intelligence, considers that the retention is in the best interests of the trust. (8) Investments. To invest and reinvest in every kind of property, real, personal, or mixed, and every kind of investment, specifically including, but not by way of limitation, corporate obligations of every kind, and stocks, preferred or common, which persons of prudence, discretion, and intelligence acquire for their own accounts. (C) Management of Securities. To exercise, respecting securities held in trust estate, all the rights, powers, and privileges of an owner, including, but not limited to, the power to vote, give proxies, and to pay assessments and other sums deemed by the Trustee necessary for the protection of the trust estate; to participate in voting trusts, pooling agreements, foreclosures, reorganizations, consolidations, mergers, and liquidations, and in connection therewith to deposit securities with and transfer title to any protective or other committee under such terms as the Trustee may deem advisable; to exercise or sell stock subscription or conversion rights; and to accept and retain as an investment any securities or other property received through Last Will and Testament Marcella E. Page Page 4 of 8 { ~ 1 "\ ~ ~ the exercise of any of the foregoing powers, regardless of any limitations elsewhere in this instrument relative to investments by the Trustee. (D) Form of Ownership of Trust Property. To hold securities or other trust property in the name of the Trustee as Trustee under each Trust or in the Trustee's own name or in the name of a nominee or in such conditions where ownership will pass by delivery. (E) Business Interests. To continue and operate, to sell or to liquidate, as the Trustee deems advisable at the risk of the trust estate, any business or partnership interests received by the trust estate. A nonincome-producing or unproductive business or partnership interest be held as an asset of the Trust at the discretion of the Trustee. (F) Sell and Exchange. To sell for cash or on deferred payments at public or private sale, to exchange, and to convey any property of the trust estate. (G) Division of Trust Estate. On any division of the trust estate into separate shares or trusts, to apportion and allocate the assets of the trust estate in cash or in kind, or partly in cash and partly in kind, or in undivided interests in the manner deemed advisable in the discretion of the Trustee; after any division of the trust estate, the Trustee may make joint investments with the funds from some or all of the several shares or Trusts, but the Trustee shall keep separate accounts for each share or Trust. (H) Abandonment of Trust Assets. To abandon any trust asset or interest therein in the discretion of the Trustee. (I) Option. To grant an option involving disposition of a trust asset and to take an option for the acquisition of any asset by the trust estate. (J) Lease. To lease any real or personal property of the trust estate for any purpose for terms within or extending beyond the duration of any Trust. (K) Property Management. To manage, control, improve, and repair real and personal property belonging to the trust estate. (L) Development of Property. To partition, divide, subdivide, assign, develop, and improve any trust property; to make or obtain the vacation of plats and adjust boundaries or to adjust differences in valuation on exchange or partition by giving or receiving consideration; and to dedicate land or easements to public use with or without consideration. (M) Repair, Alter, Demolish and Erect. To make ordinary and extraordinary repairs and alterations in buildings or other trust property, to demolish any improvements, to raze party walls or buildings, and to erect new party walls or buildings as the Trustee deems advisable. (N) Borrowing and Encumbering. To borrow money for any trust purpose from any person, firm, or corporation on the terms and conditions deemed appropriate by the Trustee and to obligate the trust estate for repayment; to encumber the trust estate or any of its property by mortgage, deed of trust, pledge or otherwise using whatever procedures to consummate the transaction deemed advisable by the Trustee; and to replace, renew, and extend any encumbrance and to pay loans or other obligations of the trust estate deemed advisable by the Trustee. (0) Natural Resources. To enter into oil, gas, liquid or gaseous hydrocarbon, sulphur, metal and any and all other natural resource leases on terms deemed advisable by the Trustee, and to enter into any pooling, unitizations, repressurization, community, and other types of agreements relating to the Last Will and Testament Marcella E. Page Page 5 of 8 f ~ ~ 4 exploration, development, operation, and conservation of properties containing minerals or other natural resources; to drill, mine and otherwise operate for the development of oil, gas and other minerals; to contract for the installation and operation of absorption and repressuring plants; and to install and maintain pipelines. (P) Insurance. To procure and carry at the expense of the trust estate insurance of the kinds, forms, and amounts deemed advisable by the Trustee to protect the trust estate and the Trustee against any hazard. (Q) Enforcement of Hypothecations. To enforce any deed of trust, mortgage, or pledge held by the trust estate and to purchase at any sale thereunder any property subject to any such hypothecation. (R) Extending Time of Payment Obligations. To extend the time of payment of any note or other obligation held in the trust estate, including accrued or future interests, in the discretion of the Trustee. (S) Adjustment of Claim. To compromise, submit to arbitration, release with or without consideration, or otherwise adjust claims in favor of or against the trust estate. (T) Litigation. To commence or defend at the expense of the trust estate any litigation affecting each Trust or any property of the trust estate deemed advisable by the Trustee. (U) Administration Expenses. To pay all taxes, assessments, compensation of the trustee, and all other expenses incurred in the collection, care, administration, and protection of the trust estate. M Employment of Attorneys, Advisers, and Other Agents. To employ any attorney, investment adviser, accountant, broker, tax specialist, or any other agent deemed necessary in the discretion of the Trustee; and to pay from the trust estate reasonable compensation for all services performed by any of them. (W) Termination by Trustee of Small Trust. To terminate in the discretion of the Trustee any separate Trust held for an income beneficiary and remaindermen if the fair market value of the separate Trust at any time becomes less than $1,000 and, regardless of the age of the income beneficiary, to distribute the principal and any accrued or undistributed net income to the income beneficiary, or to his or her guardian or other fiduciary. (X) Distribution. On any partial or final distribution of the trust estate, to apportion and allocate the assets of the trust estate in cash or in kind, or partly in cash and partly in kind, or in undivided interests in the manner deemed advisable at the discretion of the Trustee and to sell any property deemed necessary by the Trustee to make the distribution. (Y) General. To do all the acts, to take all the proceedings, and to exercise all the rights, powers, and privileges which an absolute owner of the property would have, subject always to the discharge of his fiduciary obligations; the enumeration of certain powers in this Will shall not limit the general or implied powers of the Trustee; the Trustee shall have all additional powers that may now or hereafter be conferred on him by law or that may be necessary to enable the Trustee to administer each Trust in accordance with the provisions of this Will, subject to any limitations specified in this Will. (Z) Nonincome-Producing or Unproductive Assets. A nonincome- producing or unproductive business or partnership interest be held as an asset of the Trust at the discretion of the Trustee. Last Will and Testament Marcella E. Page Page 6 of 8 SEVENTH I hereby nominate, constitute and appoint my daughter Sandra Lee Norcross and my stepson Raymond Stanley Page as Co-Executors of this my Last Will and Testament. In the event of the renunciation, death, resignation or inability to act for any reason whatsoever of my daughter Sandra Lee Norcross I nominate, constitute and appoint daughter-in-law Faye Arlene Hipple to serve in her stead. In the event of the renunciation, death, resignation or inability to act for any reason whatsoever of my stepson Raymond Stanley Page I nominate, constitute and appoint my stepdaughter Joan Page Silver to serve in his stead. I further direct that no bond or other security shall be required of any Executor or Executrix appointed in this Will for the performance of his, her or its duties in any jurisdiction in which he, she or it may be called upon to act. The terms Executor or Executrix may be used interchangeably in this Will and shall refer to any Executor or Executrix appointed in this will, or any other Administrator appointed by a court of competent jurisdiction. EIGHTH In addition to, and not in limitation of, the powers conferred by law or by other provisions of this Will, my Co-Executors shall have the following powers, each of which may be exercised from time to time by my Co-Executors in their sole discretion: (a) To retain in the form received, and to sell either at public or private sale, or to distribute in kind, any real or personal property. (b) To manage both real and personal property. (c) To invest and reinvest in all forms of property, notwithstanding the fact that any or all of the investments made are of a character or size which but for this expressed authority would not be considered proper for Co- Executors. (d) To exercise any option or rights arising from the ownership of investments. (e) To compromise claims without court approval and without the consent of any beneficiary. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, written on four (4) pages (including notary page), this 5th day of June, 2000. ~E~ E ~, (SEAL) Signed, sealed, published, and declared by Marcella E. Page, the Testatrix above named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. / ,er4~ ,/--~ y t~ A- ~_ Last Will and Testament Marcella E. Page Page 7 of 8 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ) ) SS: ) We, Marcella E. Page, the Testatrix in, and Stephen D. Ti ley and Carole A. McCreery , the witnesses, to the Last Will and Testament, the attached or foregoing instrument, who have signed the instrument, having been duly qualified according to law do depose and say: a. that I, the Testatrix, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and b. that we, the witnesses, were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament, that she signed it willingly and executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Last Will and Testament as a witness and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. &A.fl/~ I: 7;"'. , q~J),7~ ~ iJ. YlI tv#;__ Subscribed, sworn to and acknowledged before me by the Testatrix and the witnesses above-named, this 5th day of June, 2000. NOTARIAL SUI: A08ERT G. FREY, NOTARY PUIUC CARUILE, CUMIIERLANO COUNTY PA MY COMMIIIION EXPRIRIS JUNE 3,' 2OCI2 Last Will and Testament Marcella E. Page Page 8 of 8 r::: .....- -- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Marcella E. Page Date of Death: November 6, 2001 WHlNo. Admin.No. 21-01-1085 To the Register: I certify that notice of (beneficial Interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on: December 19, 2001 Name Ms. Sandra Lee Norcross Ms. Fay Arlene Hipple Ms. Sonya Hipple Ms. Saralynn Hipple Mr. Seth Hipple Mr. Fred Hipple Mr. & Mrs. Thomas R. Klinger Ms. Joan pege Silver Mr. Raymond Stanley Page Mr. Donald Drew Page Mr. Donald Drew Page Address 8949 S.W. Fairview Place, Portland OR 97223 318 Erford Road, Camp Hill, PA 17011 318 Erford Road, Camp Hill, PA 17011 318 Erford Road, Camp Hill, PA 17011 318 Erford Road, Camp Hill, PA 17011 318 Erford Road, Camp Hill, PA 17011 6641 Jefferson Street, Harrisburg, PA 846 Quin Street, Naperville, IL 60563 473 Lawrence, Marseilles, IL 61341 The Virginia Apartments, Apartment #401 S. Cypress Road, Pompano Beach, FL 33060 and American Motel, Room #424, 10101 1-70 Wheat Ridge, CO 80033 Notice has now been given to all persons entitled thereto under Rule 5.6)a) except NO EXCEPTIONS Date: December 19, 2001 l. :.c.. o N l'l c- o N c:..:l c::l L. : ,,\j . .,Cl .. ::." s:: 0.;= _ oJ uu -. ~;r: L_ I....' ....... .,-p () ~~;'; c;.;.\ (J) Q)a: c: .- p ~ A-?~ Signature Name: Stephen D. Tiley Address: 5 South Hanover Street Carlisle P A 17013 Capacity:_ Personal Representative -X Counsel for personal representative ... ""'l"" to" ~t~ ~ III, ~:~ ; (Ul"':--! I~ .,. t~~J i" ii~~.lfE ~,~ I,~" ~ \ ,dt :... :\ I t !~~. ~.~ as c:: as > - (J) - ~ <D 0 (/) ,,., C::Q)X ..., c='t! 9 <DC q;) o..Q)- ~ >tV ~ oCD-6 " a:.- ..... ~ - .::: ~ '"i~-gocr. .... c: - <0 .. ~ 0)-00 ~ ce o;)~ ~1::~~~ E 8. ! "Q:e oo>::scuco oocno:t t~') ,,~ ~ ~ a: - U- 9 "'r r Ln N c::J Lt.J L.... .. I ) CD a:: N P to.J m ~ m!5 ~ ..:10 0 m..:lUOr-- H H m...; ::-30 to.J Uto.J~ ..:Ifw m... 0~::;:lQ.l U 0 >-~ ~~ ~mfi!5~ 5:H(90..:l mt!l:3U~ ~~U"';U ~'.- ....- d:": ::;C COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRIS8URG. PA 17128-0601 REV-1162 EX(11-961 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 001422 ROBERT FREY ESQUIRE 5 SOUTH HANOVER STREET CARLISLE, PA 17013 ACN ASSESSMENT CONTROL NUMBER AMOUNT ____nn fold 101 $4,831.00 ESTATE INFORMATION: SSN: 170-12-0777 FILE NUMBER: 2101-1085 DECEDENT NAME: PAGE MARCELLA E DATE OF PAYMENT: 07/18/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 11/06/2001 TOTAL AMOUNT PAID: $4,831 .00 REMARKS: ROBERT FREY ESQUIRE CHECK# 3658 SEAL INITIALS: VZ RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS ~/'J-,;23- /..</ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIYISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EX AFP 101-02' STEPHEN D TILEY FREY & TI LEY 5 S HANOVER ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-02-2002 PAGE 11-06-2001 21 01-1085 CUMBERLAND 101 MARCELLA E Allount Rellitted P~\17013 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-E3f-AFP--('oY:02Y-NoYicE--oF-YNHEifiTAifci-YA'x-AppR'jrisEMENT-,--AL1-owANci-oi------------ -- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF PAGE MARCELLA E FILE NO. 21 01-1085 ACN 101 DATE 09-02-2002 TAX RETURN WAS: (X J ACCEPTED AS FILED J CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. Stocks and Bonds (Schedule BJ 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule FJ 7. Transfers (Schedule G) 8. Total Assets ll) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 53,636.00 66,263.00 .00 (8) NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent. 119.899.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule JJ 14. Net Value of Estate Subject to Tax (9) llO) 6.563.00 5.983.00 lll) ll2) ll3) ll4) 12.546 00 107.353.00 .00 107.353.00 I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: NOTE: ll9)= .00 4.831.00 .00 .00 4.831.00 .00 X 107.353.00 X .00 X .00 X 00 = 045 = 12 = 15 = DATE 07-18-2002 NUMBER CD001422 + INTEREST/PEN PAID (-) .00 AMOUNT PAID 4.831.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 4.831.00 .00 .00 .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) FIRST AND FINAL ACCOUNT OF SANDRA LEE NORCROSS AND RAYMOND STANLEY PAGE, EXECUTORS OF THE LAST WILL AND TESTAMENT OF MARCELLA E. PAGE LATE OF THE BOROUGH OF CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED. DATE OF DEATH: NOVEMBER 6, 2001 LETTERS TESTAMENTARY ADVERTISED: CLJ: Dec.14th,21st, and 28th, 2001 Sentinel: Nov.15th,22nd, and 29th, 2001 ESTATE FILE NO.: 21-01-1085 PRINCIPAL RECEIVED ACCOUNTANT IS CHARGED WITH THE AMOUNTS OF PRINCIPAL AND INTEREST RECEIVED AND CLAIMS CREDIT FOR THE DISBURSEMENTS MADE AS STATED BELOW: 2001 Nov. 6 Nov. 6 Nov. 6 Nov. 16 Nov. 16 Nov. 16 Nov. 16 Dec. 6 Dec. 6 M& T Bank, C/O #31003910635275 Accrued interest to November 6, 2001 $43,429.42 $396.77 Appraisal of 13" strand of graduated pearls Bequest ot Sandra Lee Norcross $100.00 $250.00 Appraisal of Furniture, Bequest to Faye Arlene Hipple Automobile, 1997 Buick Century $8,000.00 National Association of Letter Carriers, Health Benefit Plan $1.03 National Association of Letter Carriers, Health Benefit Plan $6.86 $167.09 $65.03 National Life Insurance Co.,Pension Payout Nationwide Employee Plan, Health Plans Inc National Association of Letter Carriers, Health Benefit Plan $1.03 Page 1 of 8 2002 Jan. 8 Refund GE Appliances $34.61 Jan. 8 Refund GE Appliances $32.88 Feb. 22 National Association of Letter Carriers, Health Benefit Plan $58.19 April 11 Refund, Chapel Pointe of Carlisle $833.52 April 11 National Association of Letter Carriers, Health Benefit Plan $1.86 April 11 Refund, Sprint $1 .40 June 19 National Association of Letter Carriers Health Benefit Plan $10.58 June 19 United States Treasury Tax Refund $ 246.00 TOTAL PRINCIPAL RECEIVED $53,636.27 INCOME RECEIVED 2001 Dec. 10 Interest, Estate Checking Account $1.79 2002 Jan. 10 Interest, Estate Checking Account $2.02 Feb. 10 Interest, Estate Checking Account $.34 March 10 Interest, Estate Checking Account $.27 April 10 Interest, Estate Checking Account $.30 May 10 Interest, Estate Checking Account $.77 June 10 Interest, Estate Checking Account $.70 Page 2 of 8 July 10 Interest, Estate Checking Account $.45 Aug 10 Interest, Estate Checking Account $.29 Aug 13 Interest, M&T C/D#3100391 0635275 $1,267.47 Sept 1 0 Interest, Estate Checking Account $16.32 Oct 10 Interest, Estate Checking Account $ 17.48 TOTAL INCOME $1,308.20 DISBURSEMENTS 2001 Nov. 28 Register of Wills, Probate Will $147.00 Dec. 6 Cumberland Law Journal, Advertising $75.00 Dec. 6 The Sentinel, Advertising $80.87 Dec. 10 Sprint, Telephone $24.01 Dec. 18 Omni Pharmacies, Medical $324.81 Dec. 18 Hoffman-Roth Funeral Home $108.58 Dec. 18 Chapel Pointe of Carlisle $5,419.20 Dec. 27 Belvedere Medical Corp., Medical $15.35 2002 Jan. 2 Pinker & Associates, Medical $3.15 Jan. 17 Omnicare Pharmacies, Medical $76.14 Jan. 11 Sprint, Telephone $1.40 Jan. 17 Sandy Lee Norcross, Reimburse 4th Quarter Estimated Taxes $300.00 Page 3 of 8 April 8 Sandra Lee Norcross, Reimburse Medical Expenses $41 . 1 0 April 10 Sandra Lee Norcross, Reimburse Medical Expenses $10.60 April 10 RPC Associates, Medical $5.79 April 10 Carlisle Digestive Disease Association, Medical $62.25 June 6 Chapel Pointe at Carlisle, Grave Stone $500.00 July 18 Register of Wills, Filing Fee for PA Inheritance Tax Return $15.00 July 18 Register of Wills, Agent, PA Inheritance Tax $4,831.00 Oct 24 Register of Wills, Filing Fee for Final Account $116.00 Nov 26 Stephen D. Tiley, Attorney Fee $5,441.00 Nov 26 Stephen D. Tiley, Reserve to Prepare and Pay 2002 Taxes $ 25.00 TOTAL DISBURSEMENTS $17,623.25 RECAPITULATION TOTAL PRINCIPAL $53,636.27 $ 1.308.20 TOTAL INCOME RECEIVED TOTAL RECEIPTS LESS TOTAL DISBURSEMENTS $54,944.47 -$17.623.25 BALANCE FOR DISTRIBUTION $37,321.22 Page 4 of 8 PROPOSED SCHEDULE OF DISTRIBUTION BALANCE FOR DISTRIBUTION $37321.22 TO: Sandra Lee Norcross 8949 Southwest Fairview Place Portland OR 97223-4444 25% of residue of estate: Jewelry, in kind $100.00 Balance of residue of estate $9.230.30 Total $9.330.30 TO: Faye Arlene Hipple 318 Erford Road Camp Hill PA 17011 5% of residue of estate: Furniture, in kind $250.00 Balance of residue of estate: $1.616.06 Total $1.866.06 TO: Sonya Hipple 318 Erford Road Camp Hill PA 17011 5% of residue of estate: $1.866.06 Total $1.866.06 TO: Trustee for Saralynn Hipple 318 Erford Road Camp Hill PA 17011 5% of residue of estate: $1,866.06 Total $1.866.06 Page 5 of 8 TO: Trustee for Seth Hipple 318 Erford Road Camp Hill PA 17011 5% of residue of estate: $1,866.06 Total $1 ,866.06 TO: Trustee for Fred Hipple 318 Erford Road Camp Hill PA 17011 5% of residue of estate: $1,866.06 Total $1.866.06 TO: Raymond Stanley Page 473 Lawrence Marseilles IL 61341 1/3 of 1/2 residue of estate: $6,220.21 Total $6.220.21 TO: Joan Pege Silver 846 Quin Street Naperville IL 60563 1/3 of 1/2 of residue of estate: $6,220.21 Total $6.220.21 TO: Don Drew Page 5 N. 085 Medianah Road Addison IL 60101 1/3/ of 1/2 of residue of estate: $6,220.21 Total $6.220.21 TOTAL DISTRIBUTIONS $37 .321.23 Page 6 of 8 STATE OF OREGON ) ):55.: ) COUNTY OF Before me, the undersigned officer, personally appeared Sandra Lee Norcross, Executrix of the Last Will and Testament of Marcella E.-Page, deceased, who, being duly sworn according to law, deposes and says that the foregoing First and Final Account is true and correct to the best of her knowledge, information and belief. . OFFICIAL SEAl.. JUDITH C CATO A .. ' NOTARY PUBLIC . OREGON .... .... COMMISSION NO. 346647 MY .11S. EXPlfS.7. _ ~ __ Y -d ~ ~ ~ - - ) Sandra Lee N~s {-'7~ , 2002. Page 7 of 8 STATE OF d..I.. L r tV v (j COUNTY OF J.. A )A//~ ) ):55.: ) Before me, the undersigned officer, personally appeared Raymond Stanley Page, Executror of the Last Will and Testament of Marcella E. Page, deceased, who, being duly sworn according to law, deposes and says that the foregoing First and Final Account is true and correct to the best of his knowledge, information and belief. Sworn to and subscribed be me this:;:2:L day of ':;;U 1;/ ~, C J1aJ/ ./ ~~~~ ,2002. Page 8 of 8 ~ CJ1 co "OC1CJ))>""Tl ::l'"IllO-l O:::!.5.-l:D :J -. ::l'" 0 m co!!!.. :Il ~co::r:z-< :::t-"'~~S20 .:::!)>S!'f-l ....co)>- ~-...I...;-tr Co)~CJ)>m tnCo)~::E-< Q) co Co) ~ Q) ~ .{: ~ ~ ~':; 4 (,:~i _. ~!.~ ~_ " d" ~ -~ ~ #!\ ~ ~~~~~3~~2.; ~~_ ,"" ;l) n ~; ~ .:: ~)... S: 'f}. c~ 6r .2. -.~ -:?- :-' _~..o.w ~_l' !i~(~i;;~ tn:Jl>> ._-em'" Q _ ~ ::r - ~ ;... g,~5iii~~ Q < Cll Ul ~~. -I Q3gto~ o~~5 ~ i:tIlC2.~~o. . ~ ... < CD C1"2. . ~i~i~~ g :J t ~' ~ a:>j.lou ~ ~ p9P0PU! SBM tuawelSlS Pfl3S lO JJ:Jc:1;) 'V '\J1)I )0 1X9U JO ~ 'N8pg8u9q . JOW)9JO Il8 ~ 9lIt ut l88mJl US Wl8fO JO 9/\9q nl lUvtU/lO:Y.)IIil 9tI Ol UMOlOI tJQlUllId ~ fueNj Ol pue ;un~~ pI!9dun I.I8NJ Ol \JEIIItD ueeq 88Ll 'uotJlCII'I!O poeodoJd 10 ~ ppaI Ol SI~ ueqJM am ~ A9p l88l eqa JO pue '....."'~ JOt ~ ~ 0\ ~Jd eQ 111M awes 9lIt ...... 80IlJJ pue 8lJJtt ;;llep O\.U !O pue 'lJO!\l'IQ!4"'<>lO pesodoJd )0 ~ 'S~\ ~o f"llJlln 94\ ~o G~\OO ua~ UI\U ~oo AqeJ04 I ~ ""l C "0 c [IT I'D ~ 00 n =- I'D ~ = - I'D C ""'" ~ .... C"Il - ""l .... C" = - .... c " = 00 C:I !;;iI' 00 = ~~S-~~ ~ C:I C:I... C:I.... 1'DC":l_""lC"ll=., ""l ==o~-I'D~~ ~ e ""l = ~'-< ~ C:I '-< C" c C:I .... ~ = _I'D=trj=C:lZ~ <""lllQ. C:lllQc C:I_=-_...I'D""l~ = C:I . __ - -- n.... .... = C C:I ~ trj ""l = C:I .... """'llQ ....J.... C C:I -- - I'D......... C"Il - ~ C":l C":l-- ~ ~ C"Il > I'Dc~~_=C:ln n=_C:lC:I-=n I'D... ...._~ c... C C:I_C"IlI'D;:l""l-C"Il-;-....I'DC"Il....= I'D~-- I:i,=c.....= ~ __""",C:I- ;s,SoS S, I'Dc = ~ ~ ::l C;:-Cll~ .::It::r .. ~ \ o 0 - ,. -ocf'J o - o....CD{' -0.- .. lIIl '< , -;:3 ::. n" () cr~::J t, c:: 0. "" =. O-a. :::l-_ ::r. ::r - a '0 ~ ",...cr aOe . '0 - ;:~05 ::r.::I_ '0. ..~g "<no- ;&:~ ..o.!. -"''' D./ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Marcella E. Page Date of Death: November 6, 2001 Will No. Admin. No. 21-01-1085 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 if complete: Yes (X) No ( ) 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: Yes ( X) (a) Did the personal representative file a final account with the Court? No ( ). (b) The separate Orphans' Court no. (if any) for the personal representative's account is: (c) Did the personal representative state an account informally to the parties in interest? Yes ( ) No ( ) (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: October 9, 2003 ";', ., ~k~v(7~ ~a;t: Stephen D. Tiley Name (Please type or print) " 5 South Hanover Street Address (717) 243-5838 Telephone No. Capacity: ( ) Personal Representative ( X) Counsel for personal representative " \{ 217 REV-1 500 OFFICIAL USE,JN!-'S I ~.. . 'Rr::-:V-1500 EX 16-00) COMMONWEALTH OF \'\ I 7 - .--i - .' . . PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN DEPT. 280601 FilE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 2 1 - 0 1 1 0 8 5 COUNTY CODE m, NUMBER DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER .... Paae, Marcella E. 170-12-0777 z DATE OF DEA TH ~-DD- YEAR) IDA TE OF BIRTH (MM-DO.YEAR) w THIS RETURN MUST BE FILED IN DUPLICATE WITH THE C W 11/6/2001 5/24/1916 REGISTER OF WILLS u w (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER C w 0, Original Return 02 Supplemental Return 03 Flemainder Re!um (dale of death prior to 12-13-82) ~ ,,~ 04 04a 05 ~~~ Limrt:edE;state Future Interest Compromise (date of death after 12-12-82) Federal Estate Tax Return Required U~" wOO 06 07 I~~ 8. u~m Decedent Died Testate (Attach copy of Will) Decedent Maintained a Living Trust (Attach copy of Trust) - Total Number of Safe Deposit Boxes ~ 09 0,0 011 Litigation Proceeds Received Spousal Poverty C'edil (dale ofdealh between 12-31-91 and 1.1-95) Election to tax under Sec_ 9113(A) (Attach 5ch 0) .... TtIIS SEC1'lON MU$TIll!.l!;OMPtE:l'I!!D..ALL.CORRI!SPoNIl~..ANl).CO/IlI'.~.T.l\1(IliI"l:IRM41!1ONS!'fOUi.l:i.Bt!.DiAl!b1'l!l:l'l'O: z NAME COMPLETE MAILING ADDRESS w c Stephen D. Tilev 5 South Hanover Street z It F1RM NAME (If Applicable) Carlisle, Pennsylvania 17013 <I) w Frev and Tilev IX IX TELEPHONE NUMBER 0 717\243-5838 U OFFICIAL USE ONLY ,. Real Estate (Schedule A) (1) NONE 2. Stocks and Bonds (Schedule B) (2) NONE . 3. Closely Held Corporation, Par1nership or Sole-Proprietorship (3) NONE 4. Mortgages'" Notes Receivable (Schedule D) (4) NONE 5. Cash, Bank Deposils & Miscellaneous Personal Property (Schedule E) (5) 53,636 ----. 6, Jointly CNmed Property (Schedule F) (6) 66,263 Z D Separate Billing Requested 0 ;:: 7 Inter-Vivos Transfer'" Miscellaneous Non-Probate Property '" -' (Schedule G or L) (7) NONE " I :::J .... 0: 8. TOTAL GROSS ASSETS (total Lines 1-7) (8) 119,899 '" u w 6,563 IX 9. Funeral Expenses ... Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, ... Liens (Schedule I) 10) 5,983 11. TOTAL DEDUCTIONS (Iotal Lines 9... 10) (11) 12,546 12. NET VALUE OF ESTATE (Line 8 minus Line 11) (12) 107,353 13. Charrrable and Governmental Bequests/See 9113 Trusls for which an election to tax has not been made (Schedule J) (13) 0 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 107,353 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate ,or transfers under Sec.9116 (a)(1.2) X .0 (15) 0 Z - 0 ;:: 16. Amount of Line 14 taxable at lineal rale 107,353 X .0 45 (16) 4,831 '" - .... :::J 0- 17 Amount of Line 14 taxable at sibling rate .12 0 :; X (17) 0 U >< 18. Amount of Line 14 taxable at collateral rate X .15 (18) 0 '" .... 19. Tax Due (19) 4,831 200 _'_______._.....__.___.__m.___..__......._________..__.____......"__o..;o_ ~,.;~c ,"..-_;__'__'__,,,__ ..'''''"_,,-;----...... __..~"_",,.--.--..........__."'"__;__m.__. ,..~i_.~~;'.E~_:: i]fJ_'i~.,.mllj;i..J.; ~ > > BE SURE TO ANSWEiR ALl. QUeSTJOI\/S ON REV!;Il8e: SIDE ANI) RECHECK MATH <( '" . Decedent's Complete Address: STREET AllDRESS 770 North Hanover Street, Carlisle Pennsvlvania 17013 CITY I STATE IZIP Tax Payments and Credits: ,. 2. Tax Due (Page 1 Une 19) Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 4,831 3. Interest/Penalty jf applicable D. Interest E. Penalty Total Credits (A + B + C) (2) o 4. TotallnterestlPenatty ( 0 + E) ffline 2 is greaterlhan line 1 + Line 3, enferlhe difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (3) o to: REGISTER OF (4) (5) (5A) (5B) AGENT o 4,831 5. If line 1 + line 3 is greater than tine 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. 4,831 Make Check PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS ,. Did decedent make a transfer and: a. retain the use or income of the property transferred; b. retain the right to designate who shall use the property transferred or its income; Yes o o o o o o No [8] [8] [8] [8] c. retain a reversionary interest; or 2. d. receive the promise for life of either payments, benefits or care? If death occurred after December 12,1982,did decedent transfer property within one year of death without receiving adequate consideration? Did decedent own an "in trust for' or payable upon death bank account or security at his or her death? o o 3. 4. Did decedent own an Individual Retirement Account, annuity or other non. probate property which contains a beneficiary designation? o 5 South Hanover Street, Carlisle, Pennsylvania 17013 For dates otdealh on Of after July 1, 1994 and before January 1,1995, the tax rate imposed on the net value of transfers to or for the use 01 the surviving spouse is 3% [72 P.S. Section 91 16 (a)(1.1)(i)] 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. Section 9116 (a)(1. 1)(ii)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and Iiling a tax return are stiii applicable even if the surviving spouse is the only beneficiary. or a stepparent of the child is 0%[72 P.S. Section 9116(a)(1.2)). For dates of death on or after July 1, 2000 The tax fate imposed on the net value of transfers from a deceased chiid twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. Section 9116(1.2) [72 P.S. Section 9116(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. Section 9116(a)(1.3)] .A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. AT REV.1508 EX + (1-97) (I) I SCHEDULE E . 1 CASH, BANK DEPOSITS, & MISC. I , PERSONAL PROPERTY COMMONWEALTH OF PENNSYL \I ANIA INHERITANCE TAX RETURN R~~~~~!DECEQENT ESTATe-OF u_M_arcella E, Page -~-- .- --- FiLE NUMBER - 21-01-1085 Include the pcooeeds of "ligation and the date the proceeds were received by the estate. ALL PROPERTY JOINTL Y.OW'NED WITH THE RIGHT OF SURVIVORSHIP MUST BE DISCLOSED ON SCHEDULE F ITEM--r NUMBE~_ __ 1. .M&T Bank, C/D#3100391 0635275 . Accrued Interest to date of death 11997 Buick Century National Association of Letter Carriers Health Benefit Plan i Nationwide Life Insurance Company, Pension 1 Nationwide Employee Plan ,Appraisal of Furniture, bequest to Faye Arlene Hipple Refund, GE Appliances Refund, Chapel Pointe at Carlisle Refund, Sprint I Appraisal of 13" strand of graduated pearls, bequest to Sandra Lee Norcross [United States Treasury Tax Refund 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. .Tu---- VALUE AT DATE OF DEATH -- .-.....-- 43,429 397 8,000 80 167 65 250 67 834 1 100 246 DESCRIPTION m____-__~~~~l.(AISo:~~'_on;lneA ~eca~atiol (If more space is needed, insert additional sheets ofthe same size) ~3,636 ~M&rBank December 21, 2001 RE: Estate Search The Estate of: Date of Death (D.O.D.) Marcella E Page 11-6-01 To Whom It May Concern: Identified below is the account information requested. 1. M&T Bank accounts in which the decedent's name appears: Account Type Account Number Account Title Gpening Branch D.G.D. Accrued Interest Balances (Includes Accr. Int.) $43826.19 $396.77 cd 31003910635275 Gpened 1-10-00 Marcella E Page 4319 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number None. Amount Gwed Account Description No Safe Deposit Box titled in the Decedent's name existed. If you have any questions about the information provided, please contact our Records Department at (716) 635-40 I 0 or 1-800-724- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CGRPGRATIGN BY: .$J ~"'~~,{J..-??r. Authorized Signatur DATE: /2- 2/- 0/ Manufacturers and Traders Trust Company. 1100 Wehrle Drive, P.o. Box 767, Buffalo, NY 14240-0767 :5f)YJ/j C0 X,<<- ~ (/()--1'-I~'/1) (0,7-&0- 65C/rj - FRt.OE{(ltt.. Allerv HrfJple..,( t/-3{)-81) I (PI - f..pJ, - j(p,35 $c..ru..Lljnn AR-/eIJL Hipp/e., (G,-h-&>3j 11lp-IO-Cfn9 S-{.+l. t..Q.w-Nn~ ttl'Pp/<"", (((-/~86') /),1 o~ 70-. Iq~1 r f c P t';J E 0 Iv /tvr; fLCk:JA/j So i' IE ~O()!) S' 1Jft-;JE / - He/ieft 1- :::/:/'2Vc,.-L 7 f J6d/f/Ld I - f1.t-6/ c " Q - CHftr'lL DeHart's Auction Service , ~' . " --~,------~~' ~..:-_..~~/. ~~ t.,.'/" ---~- ilt 1t i -."j '(717) zra.siasa 1~!15.54HOllYPike Carlisle, PI 17013 c2c2S7 &(5 To !2 7 s-:: CJ CJ aXtlE E f)EH4-rT7T/L , c,< ~ - -- .~ 5....,"",CI..,1 8015 Sf:. 13U. P.,J/",uf, Of! 97202 503-235-6897 CUSTOMER'S ORDER NO. DEPT. DATE, -~--< NAME, ADDRESS, CITY, STATE, ZIP SOLD BY: QUANTITY Is It. es ff 7e. 10 11 12 13 14 15 RECEIVED BY: " c2d~~"" O KEEP nllS COP.. Y FOR YOUR RECORDS CJ @2001 ~FORM@ 51320 . or;66 AMOUNl ~-I!:i~i~WI(,u..-i'","'l'!":';"'f.'('t..-;-; '~.;:. . ~":"i'''',~.'~'-,,";~'''T,,-W,'''~'-''_'""C __,.,__, - DATE //- tJ 'f~/ 96 ~17 2313 PAY TO THE \. "/ ' ORDER OF t ,'e. II V , l V C/ir *AAut<L;f'UL , ~~~ HARRIS / ]I SAVINGS BANK /! Harrisbu'll. PA 0.d, ~:EM2~:i~i:i 7 ~:i8 71: ~ 70 70 ~ 5 1;8 ~~~~("r JU:;~7Vt'l/.. /? 'J-~ ; I $[ JcOO~_..! JJ9't.-<) DOLLARS rn,,,~ NOT VAllO FDA LESS THAN $100.00 M' /9'1? ~<~ QL4"Ju~ r;tJU ,( f0"^' -!. cl-U-:Z:J..,iJjlJ~_.A<!_~J_t':'i~P..__. - AT REV.1509 EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ~ESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY. J_ ..~ ESTATE OF FILE NUMBER Marcella E. Page. 21-01-1085 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME l- ADDRESS - - -- --- 8949 Southwest Fauvlew Place , Portland OR 97223-4444 ! .~.~- -~ ! RELATIONSHIP TO DECEDENT -+- I Daughter I A. Sandra Lee Norcross B. C. JOINTLY-OWNED PROPERTY: ~ i LETTER ~ATE I ~ --DESCRIPTION OF PROPERTY - - I ---, %OF;l:ATEOFDEArn ITEM I FOR JOINT I MADE 11~_cludenameOfflnanClallnstltutlonandbankaccountnumberorsimilar Identifying number DATEOFDEATH I DECO S VALUE OF ~UMBER ~ TENANT ----,---lQINT I Attach deed for lOlntlv held real estate__ _ _ _ __ VAlUE OF ASSET lJ.riI;REST DECEDENT ~ INTEREST 1. A.! 3.3.98 'WaypointBank, Checking Acct#20084909 56,4771 50.00% 28,239 Accrued interest to date of death 12[ 50.00% 6 . 0 58,729150.00% 29,365 30 50.00% 15 o 17,276! 50.00% 8,638 o o o o o o o o o o o o o o o o o o o o o o 2. A. 11.25.97 Waypoint Bank, C/D#8000038748 Accrued interest to date of death 3. A. 3.3.98 I Waypoint Bank, Checking Acct #90892811 1 L _1- --__ __ TOT ALJt\Jso-"nter on line 6, RecaQiltJlatiQrl) I .1.._ (If more space is needed, insert additional sheets of the same size) 66,263 - 12/07/2001 FREY & TILEY 5 S HANOVER ST CARLISLEPA 17013 ~, Wayp"qipJ LOOK FOR U5. WE"LL GET YOU THERE. The information which you requested on the account(s) of MARCELLA PAGE DECEASED (Social Security Number 170-12-0777) is/are as follows: Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership JTO Name of Joint SANDRA Owner, ifany NORCROSS Date Ownership 03/03/98 Was Established 20084909 CHECKING 03/03/98 56477.]8 ]2.19 56489.37 Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Information Requested 8000038748 908928]1 CERTIFICATE CHECKING ] 1/25/97 03/03/98 58728.95 17276.36 29.69 58758.64 17276.36 JTO JTO SANDRA SANDRA NORCROSS NORCROSS 1 ]/25/97 03/03/98 PLEASE COMPLETE W-9 :J:~?Yt~ SENIOR SERVICES REP. P.O. Box 1711. HARRISBURG. PENNSYLVANIA 17105-1711 Toll FrEE 1-866-WAYPOINT (1-866-929-7646) . WWW.waypointbank.com COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DE9EDENT ESTATE OF AT ~EV-1511 EX+ (1-9]1 (I) Ma~eII~E P~,,_ 1. 2. B. 1. 2. 3. 4. 5. 6. 7. 8. 9 10. I L SCHEDULE H FUNERAL EXPENSES & ADMINISTRATNE COSTS I _ J_____ __ _d_ ----FILE NUMBER ----- 21-01-1085 DESCRIPTION --- , ~ AMOUN~ I FUNERAL EXPENSES: Hoffman-Roth Funeral Home 109 Chapel Pointe at Carlisle, Grave StonelPloVFooter I 500 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) _ Street Address City State Zip Year(s) Commission Paid: o Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant 5,441 Street Address City State Zip Relationship of Claimant to Decedent o Probate Fees 232 Accountant's Fees Tax Return Preparer's Fees The Sentinel, Advertising 81 i Cumberland Law Journal, Advertising ,I Filing Fee for Pennsylvania Inheritance Tax Return 75 15 I Filing Fee for Final Accounting 110 I I 1-- - _ __ __ __ -.lOT AL (Also enter OI1Jinejl, Recaprtulationili (If more space is needed, insert additional sheets of the same size) 6,563 AT REV.1512 EX+ (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Include unreimbursed medical exoenses. ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. ESTATE OF Marcella E. Page DESCRIPTION AMOUNT Sprint, telephone Omnicare Pharmacies, Medical Chapel Pointe of Carlisle Belvedere Medical Corporation, Medical Pinker & Associates, Medical Sandra Lee Norcross, Reimburse medical bills RPC, Medical Carlisle Digestive Disease, Medical 25 401 5,419 15 3 52 6 62 TOTAL (Also enter on line 10, Recapitulation' $ (If more space IS needed, Insert additIOnal sheets of the same size) 5,983 217. . REV-1513 EX + (9.00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marcella E. Paoe SCHEDULE J BENEFICIARIES NUMBER NAME AND ADDRESS OF PERSONIS) RECEIVING PROPERTY FILE NUMBER 21-01-1085 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Sandra Lee Norcross 8949 Southwest Fairv/ew Place Portland OR 97223-4444 2. Raymond Stanley Page 473 Lawrence Marseilles IL 61341 3. Faye Arlene Hipple 318 Erford Road Camp Hill PA 17011 4. Joan Pege Silver 846 Quin Street Naperville IL 60563 5. Donald Drew Page The Virginia Apartments #4D1, S. Cypress Road Pompano Beach FL 33060 OR Donald Drew Page Amer;can Motel, Room #424, 10101/-70 Wheat Ridge CO 80033 Daughter Stepson Daughter-in-Law Stepdaughter Stepson BENEFICIARIES CONTiNUE ON ATTACHED SHEET AMOUNT OR SHARE OF ESTATE 25% of residue of estate 1/3 of 1/2 residue of esta 5% of residue of estate 1/3 of 1/2 residue of esta 1/3 of 1/2 residue of esta ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1S00 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART 11- 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) $ o Sonya Hipple 318 Erford Road Camp Hill PA 17011 Granddaughter Saralynn Hipple 318 Erford Road Camp Hill PA 17011 Granddaughter Seth Hipple 318 Erford Road Camp Hill PA ] 70] I Grandson Fred Hipple 318 Erford Road Camp Hill PA 17011 Grandson ESTATE OF MARCELLA E. PAGE LIST OF BENEFICIARIES CONTINUED FROM SCHEDULE "J" Mr. & Mrs. Thomas R. Klinger, Trustees 6641 Jefferson Street Harrisburg P A 5% of residue of estate Mr. & Mrs. Thomas R. Klinger, Trustees 6641 Jefferson Street Harrisburg P A 5% of residue of estate Mr. & Mrs. Thomas R. Klinger, Trustees 6641 Jefferson Street Harrisburg PA 5% of residue of estate Mr. & Mrs. Thomas R. Klinger, Trustees 6641 Jefferson Street Harrisburg P A 5% of residue of estate