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" ;, " J; ,.t.", " 'j; ,,'j PETITION .'OR PROBATE and GRANT OF LETTERS /D~ Estate of -ID..izabctlLK....D.uJ;rey also kll~wlI as No. -21::94- To: Register of Wills for the ~ Deceased, County of e'1Jl'wrlill'lg In the Social Security No. 171-28-6621 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petltloner(s), who is/arc 18 years of age or older anthe exeeunr In the last will of the above decedent, dated _-->ill~ ] s , and codlcll(s) dated named , 19..!U- (slale relevanl drClllll~lnI1CCS, e.g. renunciatloll, dculh of executor, elc.) Deeendent was domiciled III dellth in CUmberland .__ County, Pennsylvania, with It er _last family or prlnclpnl residence at, 940 WalnlJt Bottom Road. Carlisle ( South Mioolct:.91L'!Wllship l . J2lL 17013 (Il~l street, numher i1nd munclpllllty) Decendent, then 90 years of nge, riled JanUilrv 25 , 1994 at 940 Willnut Bottom Road. Ci11'lisl.e.,.-I'1L-1.7.D1L- . Except as foilows, decedent did not marry, WIIS nol divorced and did not have a child born or adopted after execution of the will offered for probRte; wns nOlthe victim of n killing and was never adjudicated Incompetent: __ Decendent at death owned property with estimated values as foilows: (If domiciled In Pa.) All personal property (If not domiciled In I'a.) I'ersonnl property In Pennsylvania (If not domiciled In I'a.) Personal property In Connty Value of real estnte In Pennsylvania situated as follows: None $ Unestill'atecl $-- $ $ WHEREFORE, petltloner(s) respectfully requesl(s) the probate of the last will and codlcil(s) presented herewith and the grant of letters testmnc-mt"ry (Iestamentary; admlnlmallon C,I,O,; adOllnlmallon d,b,n,c,l,a.) theron, L ~. ~l ii1'~ i~ Iil ~ "~)~-i~u- ~ard W. y 504 West South Street --Carlisle, PA 170]3 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA }. as COUNTY OF _....ctIMI1r.RT AND The petltloner(s) above-named swear(s) or afflrm(s) thlltlhe statements In the foregoing petition are true and correct to lhe best of the knowledge and beilef of tii'lOfler(s) and that as personal represen- tatlve(s) of the above deccdent petill,mer(s) will weil nr:d ul n~hllnl~ler )~e estate according to law. Sworn to or lIff1rmed and subscribed _ ' .. ,..:01 ~ ~~."" ~. "",0'. .. }"" '-2fu-~ , 1f#_-4 f 7l- M ~ III - t Kf? -. :l ~ . " No. 21~94- 105 Estate of Elizabeth K. Dutrey I Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW February 7. 19~, In consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the Instrument(s) datetL. July 15. 1991 described therein be admitted 10 probate and flied of record as the last will of Jlli.zabeth K. Dutrey and Letters Testarrentary are hereby granted to Richard W. Dutrey FEES Probate, Letters, Etc, .."",'. ~ 50.09. Short Certlflcates(1), . , , ' , , , ,. $_]. on Renunciation "",..,..,,,,,, $ X-Pages $ 9,00 JCP --';:l11J TOTAL _ L~OO . Flied ..". ,F.EBRUI.\R.Y, ,7, I' ,1.99~. . .., .. , , . ~ 'A./ flmEtt/i1:li; Realll,r or Will. . 0 (j MARY C. LEWIS John B. Fowler. III - 06273 ATIORNBY (Sup. Ct. 1.0, No,) 28 South Pitt Street, carlisle, PA 17013 ADDRBSS (717) 249-8300 PHONB ~)(") '" v' "~-I '-j f'. ' . ,d f", :TJ:l:l ~o ~ (0' In) !i! \ E8 I :i'J , (, '.11 ~ ~';: L vi" ~1. .13,.j, )i';~, ., \d <? , , ., " Called attorney on 2-7-94, Thb i~, III t'l,rtif" tlloIl 1I1l' illflll'IlLUillll 1ll.'ll' ,<-~h ('n i.... (11111'1 I h IIIPI(',1 ll'lllll ,Ill ori,l:ill,d It'll II it ,lIt' III ,It,lfh dul)' filt'd w;lh I Ill' 11'1 J.IK,1I1h'chliM.'-rlw tlli;~illi\l (l,ltiflr,lll' will h(' 11II\\',lIdnIIH 1I1l' "Lilt Vir.1I 1{!:lll1d... ()llll(' Itll !'1'IIlUIII'lll 1i!1I1~~, WARNING: Ills 1II0gallo dupllcato this copy by Ilhotostat or fJhotograph. Fe(' fur ,hi, ('('nili(.lle, '.',1111 'X~~).,~l ~\\',:b..l...~~~ Loud ((('giSII'IlI' \,l ,JAN 2 '1 19!4 ......22.8.2-48.5 ~ No, D.ll(' otIDlU1""'"' COMMONWEALTH 0' PENN9VLVAN'A' DIPARTMENT 0' HIALTH . VITAL RECORDa CERTIFICATE OF DEATH. " " ( ,Wf,.1 ~'-'4f" SOCI~l.ll(\iRIIYNUl,l1l1l I, 171 - 28 6621 " .., emale OQIOlIOlIITHIlol'll'#' (", ""W) l. Jen. 25, 1994 I, ,.. ""1M .1'1 l;Jl\ACIIC',...., (\4"'t1("......1 "'-"'''','''rCw...,1 Jen.2,1904 Illinois ,.AU.()lIOUIi'lC,,<<'VI'<il<"I'''''l't",~,U'.('f'Qo'''''''' .IO$Pltll. 0 ~_o 11'oO.fP4I1t....O ~O ~D ~D :"~o '" White " 'n'..... ,.t04,t'VO',........tv.Jr~ ,I N HI IO~' i ..~1 ""O.rw.k*"~ & AehebUitet on Ctr, ,,,........._.. 1.t~~1I u:.:.::;r t,m, Wi=~\ q. .. """" fl..fq'ft.......'*"fI O(CIOI...,.. ACTUA~ RUrot~t ,.,......c"'''' ,.,t-t....."" . HI. (II,,-----fa .. -- .... .,.~J!..' Ir,_SO.,."l'<<.....,I'tt4~h Middleton """'-1"""',,110 1".Cwrl_ ~ I' All UCIl l1'II"tll'''"'tr.o-''~,do.'l\I)!(~",,'j''''''1'''''''I''''~I'"11'1 '19>.Jti^JI~, ((!OlUIiU....11I In ,\brio 0.,""1 .". l ,. MfO 0"'1 ,'11 -'-Ill . ..0-- Nl'IlQ: ~".,~~~~~ \: ,'" . " .....uaU'ffQllfO CIO'II'\IlOtOle.&.1M 0I01,vH'! ~H.MI' 1'lQI\I{1 OIIC".ltlONItWft1OCC L , "" ClrJl INJUR' \h..Oty...,\ , !''''lOfI'W l ~. [J o D .........,,'~ [J CIloJd~'"ffI.'_t<l 0 ~ltlNl'l,."'_~"".llr_.IIcl....OlIq U ...........,IlI~'!1 - - ~ *. . '"~\'__ ~"_~"""~"""""~""""l'f~!IM"I'<1'~.-l'''''lll lI......"'''' ,"""'..................~lf...~..........""...............,.......,... 'w. ....... ... - ...0 to .... IIQN-'3 o o ". ~uClJ " M ... ,~~ , LAST WILL AND TESTAMENT OF ELIZABETH K. DUTREY I, Elizabeth K. Dutrey, of the Borough of carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM II I direct that all my legally enforceable debts and funeral expenses, including all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM III I bequeath any automobiles or motor vehicles I may own a~ my death, my personal effects, household goods, jewelry, and other tangible personal property of like nature (not including cash or securities), together with any existing insurance thereon, to my son, Richard W. Dutrey, and my granddaughter, Barbara D. Vass, or the survivor of them, to be divided between them with due regard for their personal preferences in as nearly equal shares as practical. ITEM IIII I bequeath the sum of One Thousand ($1,000.00) Dollars to st. Paul's Evangelical Lutheran Church, of Carlisle, Pennsylvania. ITEM IVI I bequeath the sum of One Thousand ($1,000.00) Dollars to each of my grandchildren who shall survive me. ITEM VI I bequeath the sum of .Five Hundred ($500.00) Dollars to such of my great-grandchildren as shall survive me. ITEM VII I devise and bequeath the residue of my estate of every nature and wherever situate in equal shares to my said son, Richard W. Dutrey, and my said granddaughter, Barbara n. Vass, provided that the share of either of them who predeceases me or dies on or before the thirtieth day following my death shall be distributed to his or her issue, per stirpes, living on the 1 ( _ ( .J ,.:, . ) tt -")A (' )---'1---- t.:L,;:L 1\" f'/ 'L"'\i:,'.(1 ) j ( " thirty-first day fo~lowing my death, and in default of any suoh then living issue, suoh share shall be added to the Ahare for the other. . ITBH VIII I appoint Commonwealth National Bank, of Harrisburg, Pennsylvania, guardian of any property whioh passes, either under this Will or otherwise, to a minor and with respeot to whioh I am authorized to appoint a guardian and have not otherwise speoifioally done DO, provided that this appointment of a guardian shall not Aupersede the right of any fiduoiary in its disoretion to distribute a share where possible to the minor or to another for the minor's benefit. Suoh guardian shall have the power to use principal, as well as inoome, from time to time for the minor's support, health and medical oare, and eduoation (including oollege education), or to make payment for. these purposes, without further obligation or responsibility to see to the proper expenditure thereof, directly to the minor or to the minor's parent or to any person taking care of the minor. ITEM VIllI All Federal, state and other death taxes payable beoause of my death, with respect to the proper.ty forming my gross estate for tax purposes, whether passing under this will or otherwise, inoluding any interest or penalty imposed in oonneotion with such taxes, shall be oonsidered a part of the . expense of the administration of my estate and shall be paid out of the prinoipal of my residuary estate without apportionment or right of reimbursement. ITBH IXI I appoint my said son, Richard W. Dutrey, Exeoutor of this my last Will. Should my said son fail to qualify or oease to aot as Executor, I appoint my grandson, John W. Dutrey, Executor of this my last Will. should my said grandson fail to qualify or oease to act as Exeoutor, I appoint Commonwealth National Bank, of Harrisburg, PennsYlvania, Exeoutor of this my last Will. (~jI'i,j',. H,'!<, [j",J""'-/j , .. 1 . / . .~ (; " .ITBH Xl I direct that all fiduciaries acting under Will, whether or not named herein, shall not be required bond for the faithful performance of their duties in any jurisdiotion. IN WITNESS WHEREOF, I /s'r.!-day of V(lt y this to give this have hereunto set my hand and seal, , 1991. Z-j~,,;;:I,/~ D~~l The preceding instrument, oonsisting of this and two other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof, signed, published and declared by Elizabeth K. Dutrey, the Testatrix therein named, as and for her last Will, in the presenoe of us, who, at her request, in her presence and in the presenoe of eaoh other, have subscribed our names as witnesses hereto. 'j /-l ') 7'~ ,.,';- / ~~ Lt.'-o\.J; Q ~\A. C;.;-. / " , , ,\ , ' "; , , , 'J, , " ,,; , , "., " . .;' ."1 yo _..... 0' .... ... .. "-" " ~ '--.J...-_ -- --<-~- ~- ..--...- --..... ~._- --'-, .._ ......, _..C. .___ ._,_ ._.. .,.., __ __ __ _ _ __ _. __. _- _ - - __-1 RECEIVED 'fROM: B ACN ASSESSMENT CONTROL NUMBER AMOUNT m FOWLER JOHN ~ III He s pnT STREET -reI .6, 3P.tl. 61 CARL ISl.E F'A 1 'J() 13 , . lOIOHW ESTATE INFOAMATION;""!_ !It irR . Ii 21-1994-'0106 !It ADD I Ii:iIDUTREV E1.l2ABETH K II ~ B HBNI71-a8-bhel I AS Ie y CUMBERl.ANr.l F DEATH 01/P'!i/t/4 REMARKS RICHARD W. DUTRE'r' II TOTAL AMOUNT PAID .b,Sf?4.bl SG SEAL RECEIVED .,. ' ,I ',i I " g, t-' (I - ';.. ' . , ..,. S'ONAlURE MAI~VC. L,EI4IS .... :J. REGISTER OF W1LL1:i , J ",,), I , ,/.4 'I /, {'(/' .. '.' .', ,1 " I " , , CHECK* bo-ae/3IS REQISTER OFWILLS , ' ~r- - -;- ,--: -- _.- -,-- - - - --'- -- ,...,. - -'- -- - - _. --- --.. ..-- ..-.- --, --- .~ -- - - ---' 1""-- " . . ..........."'- '. -....... ..__.._-.,.....~ j 1 ~ -, ..~, ....t \ I," , . \. . SIONATlHlI: // c. REV.. UOO EX. (IHI1I / ;j.. 0: S - ,J.. INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WillS eOM~m'h~~. , '\ocf,';fl~,!:s.rb~ANIA ~~, 210601 HARRIS RO, rA Hl21.0eo1 I DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Dutrey, Elizabeth K, ( " , ',r ',/', ~ I 'I :.'1 POR OATEn OF DCAHI ArTEn 121.11/81 CtleCK HEOE IFASPOUSAL 0 POVERTY CAtDIT IS CLAIMED FILE NUM8ER Nona 103,067.29 12,977 .1,0 Nona 110,957,93 2194-0106 't'EAR NUMOER COUNTY CODE DECEDENT'S COMPLETE ADDRESS 940 Walnut Bottom Road Carlisle, PA 17013 Cumbor1and ~Romalndor flolurn (lor dalos 01 dOOlh prior 10 12-13-82) o 5. Fodoral Eslalo Tox ROlurn Roqulrod o 8. Tolal Numbor 01 Salo Doposll 80,.. COMPl.ETE MAll1NOADORESS Fow1or, AddamH, Shughart 2B South Pitt Str~a CarlisI". PA 17013 None None None None 21,868,01, County SOCIAL SECURITY NUMOER 171-28-6621 I X 1, Original ROlurn ~ f 0 4, Umll.d Eslalo E 0 C em K 1 ~ ~ 8. Doeodonl Diad Toslalo ? (Allaeh copy 01 Will) E e p ALL CORRES~ONDENCE AND CONFIDEtfl'IAL TAX INFORMATION SHOULO 8E DIRECTED TO: ~ ~ NAM' R 0 John B, Fowler, III, Esq, E E S N TEl.EPHONE NUMfHR T 717 21,9.8300 1. Rani Eslalo (Sehodulo A) 2, Slacks Md 80ne19 (Schodulo 8) 3, Closoly Hold SloeklPnrtnorahlp InlorosllSehodulo C) 4, MOllgogos and Nolos Roeolvablo (Sch'dulo D) 5, Cosh, Bonk Dopo.lls & Mlscollonoous Por.onol Proporlv (Sehodulo E) 8. Jolnlly Ownod Proporly (Sehodulo F) 7, Translars (Sehodulo G) (Sehodulo L) 8, Tol.1 G,oss A5S01. (lol.llino. 1-7) 9, Funoral Expon,o., Admlnl,',allvo Cosl" Mlseollsnoous Exponsos (Sehodlllo H) 10. Dobis, MOllgago L1abllillo" Lions (Sehodulo I) t 1, Tolnl Doducllon, (Iolalllnos 0 & 10) 12, Nol Valuo 01 Es','o (II no fl minus II no 11) 13, Cha,lIablo and Govornmant.1 Boquosls (Sehodulo J) 14, NOI Voluo Sub'ocllo Tax Ihno 12 mlnusllno 13) 15, Amounl olllno 14 loxablo " 6% ralo (Ineludo valuos from Sehodulo K or SellOdulo M,) 16, Amount of lino 14 lllXablo 6115% (ale (Ine'udo valuo, Irom Sehodulo K or Sellodulo M,) 17, Pllnelpollox duo (Add 18.1( Irom IIno 15 ond Iromllno 10,) 18.CrodllslSp Povolly P,lor Poymanls DI,eounl + 6,3211.61 + 332,87 19, IIl1no 1019 groolor Ihan IIno 17, onlar Iho dllloronco all Ii no 19, Till. Is Iho OVERPAYMENT, [AJ 0 [Ciiijck here II vou are requasllng a relund of vour overpavment.1 20, 1Ilino H 19 groalor lhan Ii no 18, onlor tho dlllorol1co on Hllo 20. Th/~ 1(1lho TAX UUE, A. Enlor tho InlOrO!lI on tho balanco duo 011 Uno 20A, B, Enlor Iho 101'1 ollino 20 "nd 20A on IIno 208. TillS i, Iho BALANCE DUE, Make Clleck ra able 10: Regl,'or of Wills, Agont .. .. BE SURE'ro ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. .. Und" plnalll" 01 PI'JUfy,I d'Clat,lhA\1 h.....III.nl!n.d lhllllluIIl, ,nCludm8.1CcompanYlng Ich.dulu .Ind Ilat,menll, Ind 10 th. blllt 01 my knowl,dgl and blhel,.ll' hue, caf/'cland campl'I..1 d,e. ,lhltall,..l "'dle hu hUn "flO'Illd II trut Ill.rtel vAfull. n.,I.\I&11(111 ul pfllPI'" nlhl' than Iht pll~nnalfllllrU'nIAt.",lS baud on.lllnfofm.\ttOrl 01 whlchIIfIPlllrhu'!\vtnow dO', 041, 07, FUIU,o Inlorosl Comproml,o (lor dalos 01 doalh altor 12-12-82) Doeodanl Malntslnod a Uvlllg Tru'l (Allaeh , copy 01 Tru.l) R E C A P I T U L A T I o N (1) (2) (3) (4) (5) (6) (7) (9) (10) (15) T A X e o M P U T A T I o N (16) AtlOflE!'!.\.-.. 6c Rundle (8) 124,935,33 (11) (12) (13) (14) X .06 c 12,977,40 111,957.93 1,000,00 110,957,93 6,657,48 0,00 X, 15' Inloro.1 0,00 (17) 6,6~ (18) (18) 6,657,48 O.()O (20) (20A) ( 20B) 0,00 0,00 0,00 (lATE ~()'; 'W~'!i'l:. s'~\it:i; 'St..r'(;~i.'."'.' ........... ........ i:;;I: i i;;!,; ~. '1;'\" .flil.(:i............................. 4/2'i/~4 flOOll! !.i~l !"o.\~! ~'!'.'.. (I!~(!'!I!'!'. '. . ~!'.'!Ch!I.I: ~. {<.. ~~I!'.'! \ ~'......., . . .. 211 South Pi 1.1 Slr",,1 i:;;!: i L~f(~~:j~,\_'.:_'UiliL ::~.:: - ....... ., . . . ...... . . . (JAH 4/2~j/~4 '" I "', , " , '\', '. \, r,. , I,!'l " ~~, .': " ~, ;i, , , \, PLElASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS. VES NO 1. Old dec:edent make a Itansler and: I. retlln the UBQ or lnoome 01 the properly trlnslerred , , , , ,.,.",."...,..,....,.....,.,. . x b. retlln the rlghlto d01llgnlte who ehall UBIl the propOlIy transferrod or Its Income, ' , , , , .' ' , , , , , , , .' ' , , . , , X c. retain I roverslonllY Interofll or. . , . . . . . . . . . . , . , . . . . . , , . . . , , . , . . , . . . . , . , . , . " , . . X d. rscelve the prorrlse lor life 01 either plvments, benellis or care?, , , , , , , , , , , , , , , " , , , , . . . . , . , , , X 2. II delth occurred on or belore Decamber 12, 1992, did decedent wllhln two vears prer.ndlng death IrlnslOl properly wilhout receiving adequale consldOlallon?1f deeth occurred aher December 12, 1992. did decedenlltansler properly wilhln one vear 01 dealh wllhout receiving adequate conslderatlon? , , , , , , , , , , , , , ' , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,l( 3. Old decodent ewn an 'In trustlor' bank accounl 01 his or her death? , , , , , , . , , , , , , , , , , , , , , , , , , , , , , X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE GAND FILE IT AS PART OF THE RETURN. .' , .CoPYllghtlellll' fOlm lollwIII only C.nllll'llIe. noltw"" Inc. ,AEV- 1&\0 EX + (HI} COM\Wt:'llM,'t1,ll.Qf.e~tV.hYANI~ "iltslb'M'bIfr.E'/lfNT ESrATE OF SCHEDULE G TRANSFERS Pleallll Print or T e FlU! NUMBER 2194-0106 Elizabeth K. Dutrey SS# .171.28-6621 01/25/94 THIS SCHEDULE MUST BE COMPLE1'EO AND FILED IF THE ANSWER TO ANV OF THE QUESTIONS ON PAGE 2 IS YES. ITEM NUMBr:R 1 DESCRIPTION OF PROPERTY Includ,n&mlofthtu.nl'I,u,lhlfl' ,.laUon,hln -10 dle.d.nl dall of trlnsl". 2,595.860 shares Legg Mason Global Government Trust Fund, market value: $10.22/sh" registered in nsme of decedent and Riohard W. Dutrey, as joint tenants with right of survivor- ship, on 6/3/93, EXCLUSION 3,000.00 TOTAL VALUE OF ASSET 26,529.69 DECO'S DOLLAR VALUE OF %INT, DECEDENT INTEREST 00.00' 23,529.69 2 1,965.108 shares Legg Masen 27,747:32' 00.00' 27,747.32 Total Return Trust Fund, market value: $111. 12/sh, , registered in name of decedent and Richard W. Dutrey, as joint tenants with right of survivor- , ship, on 6/3/93, " 3 6,393.862 shares Vanguard Group '51,790,28 LOO . 00' 51,790.28 High Yield Corporate Portfolio Fund, market value: $8, 10/sh., registered in name of decedent i " and Richard W, Dutrey, as joint tenants with right of survivor- , " , ship, on 6/10/93. , , " , , , , , I .. , .. , , , , , " " , , , " : , , , " 0, , " " , " , "l , . " , , , , " , " , " , , .. , , , ,. , , I " " , " " , , i: , " , ,I , , , , , " " .' " , , , , - TOTAL fAlao onlor on IIno 7, ROCoDllulallonl (II mora apaco 10 noodod, Inaorl addUional al1oolo 01 aamo alzo,) CO~V'lghl (0) ,g9t lorm ,oftware only r.tnl" rlltt Softw,"., Int, Is 103,067,29 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES AEV..1511 EX + 18-lal COM~Hm~~{\~c\W,yf>>"NIA ESTATE OF Elizabeth ITEM NUMBER A. B. 1. 2, 3. 4, C, Please Prlnl or T e FILE NUMBER 219/,.0106 K. Outre SS# 171.28-6621 01/2'/94 DESCRIPTION AMOUNT , . Funtrll exptnll.: Hoffman-Roth Funeral Home, Inc. . Funeral. 4,835,40 650.00 2 Westminster Cemetery, Inc. . Grave opening and grave marker, Admlnlltrlllve COlt.: Pereonal Ropresonlallvo Corrvnlsslons (~ c1a.iJred). Social Socuril'{ Numblll olPereonel RoprOSol1letivo: 196.14.3604 Year Commlselons peld 0,00 Attorney Foes I Fo.tler, l\furs, S11IJ;Jhc'ut & Rurrllo ((,Bti!Mted). 6,870.00 FamilyEKempllon Clalmanl None Addres. 01 Clalmanl al docodenl'e doalh SIr eel Addross CII'{ Rolallonshlp Slalo Zip Co do Probalo Foos 74.00 1 Mllotlllnaoul expon...: Register of Wills, one (1) Short Certificate. Register of Wills, filing Pa. Inheritance Tax return, 15.00 3.00 2 3 Richard W. Dutrey, Executor, reimburse telephone, travel, postage and out.of.pocket expenses (Estimated), 125 .00 4 Notary fees. '30,00 5 Reserve for Accounting, Releases, transfer of mutual funds, certified mail, etc, (Estimated).. 375,00 I. TOTAL (Aleo 011101 ol1l1na 0, Rocapllulallon) (II moro apaco I. l1aodod, In'OII addlllol1al ahonla 01.01110 RllO,) Cnllyllllhllcl IUlIllorm Inf!w'lI nnlv Clnt" 1'1101 SnftwMI, Int . 12 977./,0 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES REV. U11 EX + (S.U) co...~RN,'l(M.,'I1,t\.'\F, tW~XI.Y'N" Ni\hlb'M'b~CEDEN'{'" ESTATE OF SS# 171- 28 - 6621 01 25 94 Elizabeth K. Outre ITEM NUMBER DESCRIPTION 1 Fun"alf!lqlenaes: Hoffman-Roth Funeral Home, Inc. . Funeral. A. B. 1, 2, 3, 4. C, Plosso P~nt or T a FILE NUMBER 2194-0106 AMOUNT 4,835,40 2 Westminster Cemetery, 1nc, - Grave opening and grave marker. 650,00 Admlnlstrallve COII8: Poroonsl Roprosonlsllvo Commissions (N:re claiJred). Soclsl Socurlly Numbor 01 Porsonsl Ropros.ntatlvo: 196 -14.3604 Va.. Commissions paid Attornoy Foes : Ft::Io'/ler, M:lall'S, Shll;jhart & Aurrlle (I'BtJJrat:e1l. Fsmlly Exompllon Clalmanl None Addross 01 Claimant at docodont's doalh Slroot Addross Clly Rolallonshlp Stalo Zip Codo Probato Feos 1 MlscIIII"eoua Expe"ses: Register of Wills, one (1) Short Certificate. 2 Register of Wills, filing Pa. Inheritance Tax return. 3 Richard W. Dutrey, Executor, reimburse telephone, travel, postage and out.of-pocket expenses (Estimated). 4 Notary fees. 0.00 6,870.00 74.00 3.00 15.00 125.00 30.00 5 Reserve for Accounting, Releases, transfer of mutual funds, certified mail, etc. (Estimated). 375.00 TOTAL Also onlor on IIno 9, Roca lIulallcn (II maIO .paco Is "oodod, Insort oddlllon.1 shoots 01 ...no nilo,) Ctlpyllghlltl HID110rm InflwlI. only C'nt" I'..c. 90Ilw,lIl, Inr" $ 12 977,1.0 AEV~ 1&13 EX + t2-17) SCHEDULE J BENEFICIARIES COM~\l\l~~{~W~jpAN'A ESTATE OF FILE NUMBER 2194-0106 SS# 171- 28 - 6621 01/25/94 AMOUNT OR SHARE OF ESTATE Elizabeth K. Dutre ITEM NUMBER ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP 1 A, Taxable Boquests: Richard W, Dutroy 504 West South Street Carlisle, PA 17013 Son 50% of Residue 2 Barbara D. Vass 4007 1st Street Kenosha, WI 53142 Grandchild 1,000.00, plus 50% of Res idue 3 John W. Dutrey 336 Wilson Stroet Carlisle, PA 17013 Grandchild 1,000.00 4 Mary Ann Kidd c/o 504 West South Street Carlisle, PA 17013 Grandchild 1,000,00 5 Androa Dutrey 336 Wilson Street Carlisle PA, 17013 Great. grandchild 500,00 NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE 1 B, Charitable and Governmontal Beques's: St. Paul's Evangelical Lutheran' 'Church 201 West Louther Street Carlisle, PA 17013 1,000.00 I' s 1,000,00 TOTAL CHARITABLE AND GOVERNMENTAL OEOUESTS AIRO enler on IIno 13, Reco 1I"lollon (II rooro spoee 's noodod, Inso" oddlllonol sl100ls 0180nlO sl'o,) Copyrtghl fcl 18111 In,m lollw.It Clnly Cfn\II P"ce Sollwlle, Inc. , , . Estate of: Elizabeth K. Dutrey, Soc Seo #: 171.26-6621 Date of Death: 01/25/94 Continuation ,of Schedule J.A (T~xable Bequests) Item Name,and,Address of Benefioiary # Rel~tion~hip Amount or Share of Estate 6 Michael Dutrey Oreat. 336 Wilson Street grandohild Carlisle, PA 17013 7 Robert Dutrey Oreat. 336 Wilson Street grandchild Carlisle, PA 17013 6 Danial Vass 'Oreat. 4007 1st Street 'grandchild Kenosha, WI 53142 9 Eric Lybrand Graae., c/o 504 West South Sereet' gra,ndchild . Carlisle I PA 17013 ,. 10 Carl Lybrand " Gre~ t. c/o 504 West South soreet gral\doh~ld Carlisle, PA 17013 'I,' " ,,' 500,00 500.00 , 500.00 500,00 '500.00 " I." ',\ " " \, " "~I' I I'i, , , " '.. " ," " !I "', , " ',I; I,,. " ,,' -I" , '. I: I CE.RTH'ICATION OF NOTICE UNDER RULE 5.6 ( a) "(1'\ :11 'jf I; i. Name of Decedent I Elizabeth K. Dutrey Ci, ell;,. Date of Deathl January 25. 1994 Will No, Admin. No. ] 994-001 06 To the Registerl I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Hules was served on or mailed to the following beneficiaries of the above-captioned estate on April 25, 1994 I Name Address --- See attached list of beneficiaries. Notice has now been given to all persons entitled thereto under Ruie 5.6(a) except None Datel April 25, 1994 /~ 6'~g ," /S~ nature --- (/ame John B. Fowler, III '- Address 28 South Pitt Street Carlisle, PA 17013 Telephonepl~ 249-8300 CapacitYI Personal Representative Counsel for personal representative x c: -I ,- " 1'/1 STATUS REPORT UNDER RULE 6.12 Name of Decedent I Elizabeth K. Dutrey Date of Deathl 1/25/94 Will No. Ad i N 94-0106 m n. o. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Ru les, I report the follow.ing with respect to completion of the administration of the above-captioned estate I 1. State whether administration of the estate is completel Yes X No 2. If the anAwer is No, state when the personal representative reasonably believes that the administration will be completel N/A 3. If the answer to No, I is Yes, state the followingl a. Did the personal representative file a final account with the Court? Yes NO_-1L- b. The separate Orphans' Court No. (if any) for .the personal representative's account iSI N/A c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. ~.. , /} /1':.) ?n&::~ , If-' Signature ( /~ohn B. Fowler, III ~~Name (Please type or print) Datel 8/22/94 28 South Pitt St., Carlisle, PA 17013 Address ,'" ( 717) 249-8300 Tel. No. , , , i, )() CapacitYI ______Personal Representative X Counsel f.or personal representative (MAH lrmf/ AM3) L/