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Home My WebLink About94-00696 PETITION FOR PROBATE and GnANT OF LETTEnS Estale oj -lIAROl.LD '.. 5Tfllll C. ~R-- No. ' -:: I ,,/ <) !r '! (, U/.'if) kilo",,, us Tll: Ilegister of Will, for Ihe _ Den'lISt'tI. Cou III l' of C!)~mERLAND in Ihe SoclIIlSt'<'IIrtlyNo, 207-09-0134 Commonwealth of Penn'ylvania The pelilion of Ihe undersigned ,e'peetfulll' reprewn" Ihal: Your pClitioru:rh). \"'ho is/arc: IN >"l'arS uf lIge or older 31llhe cxcl.:utPHS in Ihe la't will of the abm'e deeellelll, lIatell DI'C'F'MBEH 1 4 :lI1d eodicil(s) dated named ,19-B..7_ (ualc rC'IC'\<l1ll d'(,I'm\lan~CI. c.s. renunciation. llrillh or c\ccUlnr. CIC.) Decendem was domiciled at dealh in C'llMBl'R' ,ANn Coumy. Pennsylvania. with h '" last famill' or principal re,idenee at 111 nnRI1ND.T. AVI'NUR ~J;'l.J ('flMlH;"11l1\P\J',. rrlMnr.nr hNn rn"f'J'T'v, n';""lM~VT"r.MT^ Iii" !lUtfl, number and mllllclraltty) Deeendem,lhen 87 yearsofage,died JULY 31 ,1994 :11 ::€HMMl:IN-FI'Y-6HNffitMr:ftS'1'00PI\'1'tIi-C H03PI'I'Ab LO\1.ER~AxxmJ 'I'I~P . nl\UPIlIN beepl as follows, deeedenfdld nOlmarry, wa, not i1ivorceil and did not ha", a child born or adopted afler execulion of Ihe will offered for probate; was not the victim of a killing and was never adjudic:lled incompelenl: Deeeodent at death owned properey with estimated values :IS follows: (If domiciled in Pa.) All pcrsonal properey (If nOl domiciled in Pa,) Personal prnperey in Pennsylvania (I f not domiciled in Pa.) Personal properey in County Value of real estate in Pennsylvania situated as follows: I'. ..... I " i'.' I. $ $ $ $ g65 ,(,- , r.; ('~, I....;,"""r'--,-~T"'O'-. ..~c' . -' ~', ,.., (- r ('-" ,\,' '" j j' " I' i . i r! f) " .' .' ,'.- " fl.,', fl' i i. WHEREFORE, pelitioner(s) re,pectfulll' presented herewilh and the gram of letters theron.. request(s) Ihe probale of the lasl will and eodicil(s) 'I'ES~'M1ENT AR Y (lC'\lat11t'n1"r~': ;uJUllni\IUliun c.I.a.; adnUIlIUfaliun d,b.II,c,I,a.) ii e '0_ 6-= "'u C '00 C':: N'- _ll ~o. l;'~ ~o ;; c ~ Vi I ct;,aII~t& DORO'I'II "1' 1 NE\~ CU~II3ERJ,AND. 17070 ~/;:c_ I[(ROT,r,D J. AI![,E 401 ALLENOALE WAY CAMP IIILI, , PA 17011 JR. 1 l~~ E PA OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA }'8 COUNTY OF CU~IBERLAND 8 The petilioner(s) above-named swear(,) or affirm(s) that Ihe stalemeats in Ihe foregoing pelilion arc true and eorreet to Ihe best of Ihe kr.<lwledge and belief of pelitioner(s) and Ihat as personal represen- lativels) of the above decedenl pelilioner(s) will well and truly administer Ihe estale according 10 law_ S worn In '~r affirmed and !1Ibscribed { ~5df# ~~~T'-r!L'-' ~ before me thIS 9 th dal' 01 ", / ;. '!: AUGUST 1994' /( ~ . fila '(1 l', :t~/p""'" - 1:; /) .8 .~I ,.1- R",~/.Her 2 -t;?::I.&'" - '8" r....... f '\ i_ 12-14-87 H..!1b of IlAROLLD J, STAHLE, SR, I, HAROLLD J. STMILE, SR., presently of Cumberland County, Pennsylvania, declare this to be my will and hereby revoka all prior wills and codicils made by me, 1. Personelty, I bequeath such Items of my tangible personal prop- erty os ore specifically Itemized on a liat, if any, in my handwriting, signed and dated by me at the end thereof, and attached to this, my Will, to the person(s) named thereupon to receive auch items, and all of my remnlnlnr. tangible personal property not used In business or for the production of Income, Including without limitation furniture, furnishings, clothing, Jewelry, objects of art and decoration, and the like, and any motor vehicles which I own, together with the insurance thereon, 1 bequeath to my wife, Dorothy I, Stahle, if she survives me, and If my wife does not sUl'vlve me, bequeath such property equally among the survlvor(s) of my son and my sisters, and any ultimate disparity among such persons shall be equalled by such payments among them as may be necessary. 2. Cosh Bequests, I make the following cash bequests: (0) Twenty-five Thousand Dollars ($25,000,00) to St, Paul's Lutheran Church of New Cumberland, Pennsylvania, to be mnde I,nrt of, and to bo maintained with, the Stahle Special I;ndowment, heretofore established by my wife and me with such Church (hereinafter, "Stahle Foundation at St, Paul's Church"), (b) Five Thousand Dollars ($5,000.00) to each of the following beneficiaries: (i) Grace Evangelical Lutheran Church of Highland Park, Cumberland County, Pennsylvania, (ii) Grace Evangelical Church of Roundtown, Manchester Township, York County, Pennsylvania, aa a gift in memory of Dr, Robert S. Stahle; his wife, Lillian: his daughters, Mary Stahle Everhart, Ruth R. Stahle, Helen V. Stahle and Louise Stahle Grenoble: and, his sons, Robert R. Stahle and Harolld J. Stahle, Sr. (iii) The Local Council, located at Mechanicsburg, Pennsylvania, of the Boy Scouts of America, as a memorial to Harolld J, Stahle, Sr., former Scoutmaster of Boy Scout Troop No. 82 of New Cumberland, Pennsylvania, (iv) St, Paul's Lutheran Church Senior Choir, in memory of Flo Goodyear Stahle. (v) W, H, Hartsock Educational Endowment Fund of the Central Pennsylvania Business College Educational Endowment Fund. (vi) Grace Evangelical Church of Roundtown, Pennsylvania, as a gift in memory of Albert Benedick; - 2 - his wife, Kassiesnn (Mummert); his children, Lillian (Stahle), Octsvis (Bupp), Carrie (Strine), Mary (Slpe), Oliver, Harry, Paul, and their descendants. (vii) The East Shore Shelter of the Humane Society of the Harrisburg Area, Inc, (c) Two Thousand Dollars ($2,000.00) to the Community General Osteopsthic Hospital of Harrisburg, Pennsylvania. (d) One Thousand Dollars ($1,000.00) to the 100 MUllon Dollar Club of the Zembo Temple of Harrisburg, 3. Bequests of Municipal Bonds, I bequeath municipal bonda, at Cace value, as followa: (a) Fifteen Thousand Dollara ($15,000,00) faco value thereof to Betty Stahle, my daughter-in-law, (b) Ten Thousand Dollars ($10,000.00) Cace value thereoC to each oC the following persons: Mary Stahle Everhnt.t, my sister; Eleanor M, Everhart, my niece; George lalliam Everhart, my nephew; Robert S, Everhart, my nephew; Lnn'y M, Holliday, Iny step.on; Nool B, Holliday, my stepson; Katherine Stahle, my olotor-ln-Iaw; Florence L, Galley, my sister-In-law; John Grenoblo, my brother- in-law, and, Christine N, Penner, my Cormer stepdaughter-In-law. (c) Five Thousand Dollars ($5,000.00) Caco value thereoC to each of the following persons: William N, Holliday, my step- , grandson; Noelle Christino Holliday, my stop-granddaughter; William Michael Everhart, my grandnephow; Chris Mark Everhart, my - 3 - grandnephew; Robert J. Everhart, my grandnephew; Stephen R, Everhart, my grandnephew; Richard W. Everhart, my grandnephew; Carol Dumaa, my niece; Irene Bonney, my niece; and, Florence Anderson, my niece, Tho bequests made in this Paragraph 3 to a named beneficiary shall he effective only if such beneficiary survives me, I authorize my Executors, in their complete and unlimited discretion, to choose whatever municipal bondes) is/are distributed to any beneficiary under this Paragraph 3, no matter the market value of such bondes), as distinct from the face valuees) thereof, although I state my preference that younger beneficiaries under this Paragraph 3 receive bonds of lesser market value as distinct from face value, and that older beneficiaries receive bonds of greater market value as distinct from face value. If at the time of my death I do not own adequate municipal bonds I I I I I, , to make all of the bequests stated in this Paragraph 3, I direct that any shortfall of the face value of bonds actually received by a beneficiary under this Paragraph 3 from the face value thereof which is to be received by him or her shall he made lip by a cash bequest to him or ber from the residue of my ostnte. 4, Real Estate Interests. I devise real estate interests owned by me as follows: ea) All of my right, title and interest in the "Smith Farm", located in or near Palmyra, Lebanon County, Pennsylvania, containing approximately 30.85 acres, and, all of my right, title and interest in the "Nor,ton" property, fronting on Colonial Road in " . - 4 - Lower Paxton Township, Dauphin County, Pennsylvania, containing approximately 5,6 acres -- to my wife, and if she does not survive me, to my son, and if he does not survive me, to the residue of my estate, (b) All of my right, title and interest in the "Behrens" property, composed of two noncontiguous tracts, the first containing approximately thirteen acres, fronting on Crums Mill Road, and, the second containing approximately fifteen acres, fronting on Colonial Road, both located in Lower Paxton Township, Dauphin County, Pennsylvania .. to my son, and if he is not living, equally to, or to the survivor of, my sisters, Helen Stahle and Louise Stahle Grenoble, and if neither of them is living, to the residue of my estate. 5. Homestead, If I am the sole owner of the property known as 1310 Brandt Avenue, New Cumberland, Pennsylvania, at the time of my death, I devise such property to my son, if he survives me. 6, Residue. I bequeath, devise and appoint all of the rest of my property, of whatever nature, and wherever situated, including property over which I hold a power of appointment, to my fiduciaries hereunder, to be held in a residuary trust, for the following purposes and eventual distribution: (a) The net income of such trust shall be distributed, no less often than quarter-annually, as follows: (i) Forty percent (40%) thereof to my wife, (ii) Forty percent (40%) thereof to my son. - 5 . (iii) Ten percent (10\) thereof to my sister, Louise Stahle Grenoble, (iv) Ten percent (10\) thereof to my sister, Helen V, Stahle. Inasmuch as I hsve made various financial arrangements for my wife during my lifetime, which may be adequate, or partially adequate, for her personal purposes, she is authorized to direct that any part of the aforesaid net income to go to her, rather, go to other heir(s) of myself, named hereunder, in such proportions and/or amounts as she ahall determine. (b) Upon the death of each of the four income beneficiaries nsmed under Subparagraph 6(a) (or at my death, as to each such beneficiary if he or she has predeceased me), Fifteen Thousand Dollars ($15,000.00) shall be paid from the principal of such trust to the Stahle Foundation at St, Paul's Lutheran Church, (c) Upon the death of my son (or at my death if he does not survive me) Twenty.five Thousand Dollars ($25,000.00) shall be paid from the principal of such trust to my son's wife, Betty, if she survives me, Thereafter, the net income of such trust which would otherwise be distributable to my son were he living, shall be distributed, rather, to my wife and sisters, in the same proportions as they are to receive net income, as to each other, under Subparagraph 6(a) above or Subparagraph 6(d) below, as the case may be, The provision made in this Subparagraph 6(c) for the .6. benefit of my daughter-in-law is made In light of contributions I hsve made during my lifetime to my son, my said daughter-in-law, and to both of them jointly, (d) Upon the death of anyone of my wife or my ssid two sisters, the net income of such trust which would otherwise be distributable to her shall, rether, be distributed to the survivor of the three of them in the same proportions as they are to receive net income, as to each other, under Subparagraph 6(0) above, (e) Upon the death of the last to die of my wife, my son, and my aaid two sisters, the remainder of such trust shall be distributed as follows: (i) Thirty percent (30%) thereof to the Stahle Endowment at St. Paul's Lutheran Church, (ii) Seventy percent (70%) thereof as follows: (A) Ten percent (10%) of such seventy percent (70%) to each of the following persons: Mary Stahle Everhart, my sister, if she is then living: Eleanor Everhart, my niece, if she is then living; George William Everhart, my nephew, and if he is not then living, to his widow, and if she is not then living, per stirpes to his issue who are then living: Robert S, Everhart, and if he is not then living, to his widow, and if ahe is not - 7 - \ .----..--....-..--...... .-''''- then Hving, per stirpes to his issue who are then Hving; Robert J. Stahle, and if he is not then Hving, to his widow, and if she is not then Hving, per stirpes to his issue who are then Hving, (8) Five percent (5\> of such seventy percent (70\> to each of the following persons: William N, Holliday, my step- grandson; Noelle C, Holliday, my step- granddaughter; William M, Everhart, my grandnephew;, Chris Mark Everhart, my grand- nephew; Robert J, Everhart, my grandnephew; Stephen R, Everhart, my grandnephew; Richard W, Everhart, my grandnephew; Karen Starr Stahle, my grandniece; and, George R. Gracey, III, my grandnephew; provided, however, that if any beneficiary under this Subparagraph 6(e)(ii)(8) is not then living, his or her share shall go to his or her surviving spouse who is then living, and if no such surviving spouse is then living, such bequest shall aba te . - 8 - support of the beneficiary, Any undistributed net Income sholl be sdded to and mode port of principal, (b) Principal. The Trustee(s) shsll psy from the principal such aums to or for the benefit of any or all of the beneficiary and his or her Issue os In the discretion of the Trustees seems proper for their support, maintenance. health core, and education, and such sums to or for the benefit of the beneficiary as In the discretion of the Trustees seems proper to help him or her to acquire or furnish a home for him or her, taking Into account the other sources of Income, support and estate that are available to the distributee, the reasonably anticipated needs and resources of the beneficiary and his or her Issue, their Income and estate tax brackets, and the desirability of the transaction (If any), No payment ahall be mode under this Subparagraph 7(b) which would discharge to any extent the legal obligation of any person for the support of the distributee, (c) Distribution of Separate Trust, (I) When such beneficiary shall hava attained the sge of forty (40) years, the Trustees shall distribute to him or her at his or her written request the entire balance then held In his or her separate trust. (il) If such beneficiary should die before making proper request for the entire balance in his or - 10 - her separete trust, then the entire balance in h18 or her separate trust shall et h18 or her death be distributed, outright or in trust, in such sums or proportions ss such beneficiary may direct in his or her last will, expressly referring to his or her separate trust hereunder, but only emong his or her surviving spouse and/or my issue; and to the extent that such beneficiary shall fsil to exercise effectively his or her limited power of appointment hereunder, the aforementioned balance in h18 or her separate trust shall then be distributed per stirpes to his or her issue, or, if no such issue survive him or her, per stirpes to the issue of his or her parent who wss a child or more remote descendant of myself, with the share of any of such issue for whom property is then held in or payable to a separate trust under this Section 18 being addod to such separate trust. (d) Disposition Upon Application of Rule Against Perpetuities. Notwithstanding Subparagraph 7(c) above, if during the lifetime of a person for whom a separate trust under this Psragraph 7 wss established the interest of such person therein becomes void under the applicable rule against perpetuities, then the balance in such separate trust shall then be distributed outright to such person, . 11 . 8, Survival. If any beneficiary should die within sixty (60) days aftar me, then he or she shall be deemed to have predeceased me for all purposes of this will, 9, Spendthrift Clause. No interest (whether in income or princi- pal, whether or not a remainder interest, and whether vested or contingent) of any beneficiary hereunder shall ba subject to anticipation, pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have power in any manner to charge or encumber his or her said interest, nor shall the said interest of any beneficiary be liable or subject in any manner while in the possession of my fiduciaries for any liability of such beneficiary, whether such liability arises from his or her debts, contracts, torts, or other engagements of any type, 10. Facility of Payment for Minors or Incompetents, Any amounts or assets which are payable or distributable to a minor or incompetent here- under may, at the discretion of my fiduciaries, be paid or distributed to the parent or guardian of such minor or incompetent, to the porson with whom such minor or incompetont resides, or directly to such minor or incompetent, or may be applied for the use or benefit of such minor or incompetent. 11. Powers, In addition to such other powers and duties as may be granted elsewhere herein or which may be granted by law, my fiduciaries hereunder shall have the following powers and duties, without the necessity of notice to or consent of any court: (a) To retain all or any part of my property, real or personal, in the form in which it may be held at the time of its . 12 . receipt, including any closely held businees in which 1 have an interest and the stock of any corporate fiduciary hereunder, aa long as in the exercise of their discretion it may be advisable so to do, notwithstanding that said property may not be of a character authorized by law. (b) To inveat and reinvest any funds held hereunder in any property, real or personal, including, but not by way of limitation, bonds, preferred stocks, common stocks and other securitiea of domestic or foreign corporations or investment trusts, mortgages or mortgage participations, mutual funda with or without sales or redemption charges, and common trust funds, even though such property would not be considered appropriate or legal for a fiduciary aport from this provision, (c) To sell, convey, exchange, partition, give options to buy or lease upon, or otherwise dispose of any property, real or personal, at the time held by them, at public or private sale or otherwise, for cash Ol' othor consideration or on credit, and upon auch terms and for such price as they may determine, and to convey such property free of all trusts, (d) To borrow money from any person, including any fiduciary horeunder, for any purpose in connection with the administration hereof, to execute promissory notes or other obligations for amounts so borrowed, to secure the payments of - 13 - such amounts by mortgages or pledges of any property, real or personal, which may be held hereunder, (e) To make loans, secured or unsecured, in such amounts, upon such terms, at such rates of interest, and to such persons, firms, or corporations as they may deem advisable, (f) To renew or extend the time for payment of any obligation, secured or unsecured, payable to or by them as fiduciaries, for as long a period or periods of time end on such terms, as they may determine, and to adjust, settle, and arbitrate claims or demands in favor of or against them, (g) In dividing or distributing any property, real or personal, included herein, to divide or distribute in cash, in kind, or partly in cash and partly in kind, (h) Without limitation of powers elsewhere granted therein, to hold, manage and develop any real estate which may be held by them at any time, to mortgage any such property in such amounts and on such terms as they may deem advisable, to lease any such property for such term or terms and upon such conditions and rentals as they may deem advisable, whether or not the term of any such lease shall exceed the period permitted by law or the probable period of retention under this instrument; to make repairs, replacements and improvements, structural or otherwise, in connection with any such property, to abandon any such prop- erty which they may deem to be worthless or not of sufficient - 14 - value to warrant Keeping or protecting, and to permit any such property to be lost by tax sale or any other proceedings. (i) To employ such brokers, bonks, custodians, investment counsel, attorneys, end other agents, and to delegate to them such duties, rights and powers as they may determine, and for such periods os they think fit, (j) To register any securities at any time in their own names, in their names as fiduciary, or in the names of nominees, with or without indicating the trust character of the securities so registered, (k) With respect to any securities forming a part of the trust, to vote upon any proposition or election at any meeting of the corporation iaauing such aecurities, and to grant proxies, discretionary or otherwise, to vote at any such meeting; to join or become a party to any reorganization, readjustment, merger, voting trust, consolidation or exchange, and to deposit any such securities with any committee, depository, trustee or otherwise, and to payout of the assets held hereunder, any fees, expenses end assessments incurred in connection therewith, to exercise conversion, subscription or other rights, and to receive or hold any new securities issued as a result of any such reorganization, readjustment, merger, voting trust, consolidation, exchange or exercise of conversion, subscription or other rights and . 15 . generally to take all action with respect to any such securities as could be taken by the absolute owner thereof, (1) To engage in sales, leases, loans, and other trans- actions with the estate of my wife or any trust established by either of us, even if they are fiduciaries or beneficiaries thereof, (m) To exercise all elections which they may hava with respect to income, gift, estate, inheritance and other taxes, including without limitation execution of joint income tax returns, election to deduct expenses in computing one tax or enother, election to split gifts, and election to payor to defer payment of any tex, in all events withol.t their being bound to require contribution from any other per&on, (n) To operate, own, or develop any business or property held hereunder in any form, including without limitation sole proprietorship, limited or general partnership, corporation, association, tenancy in common, condominium, or any other, whether or not they have restricted or no management rights, as they in their discretion think best. 12. ~,I direct that all estate, inheritance, and succession taxes that mey be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, other than generation-skipping taxes, shall be paid out of the principal of my probate estate to the same effect as if said taxes were expenses of administration, except that eny such . 16 . additional taxes (and interest and penalties thereon) imposed on account of my interest in or power over any trust established by my wife shall be paid out of the property held in such trust, and all other property includible in my taxable estate for federal or state tax purposes, whether or not passing under this will, shall be free and clear thereof; provided, however, that my executor(s) may in the discretion of my executor(s) request that any portion or all of said taxes (to be paid out of the principal of my general estate) shall instead be paid out of the principal of any trust establiahed by me, to the extent expressly authorized under the terms of said trust, 13, Gender, Unless the context indicates otherwise, any use of either gender herein shall also include the other gender, 14, Fiduciaries, I appoint my wife and my son as Executors hereunder, and if ever either of them is unable or unwilling so to serve, or to continue so serving, no successor shall be appointed to serve in his or her place. If ever neither of them is able or willing so to serve, or to continue so serving, Dauphin Deposit Bank and Trust Company shall serve as Executor. I appoint my wife, my aon, and Dauphin Deposit Bank and Truat Company as co-trustees hereunder, and if ever either my wife or my son is unable or unwilling so to serve, or to continue so serving, no successor shall be appointed to serve in his or her place. My fiduciary(s) hereunder shall serve as guardian(s) of the property of any minor beneficiaries hereunder, under any instrument of trust executed by me, undar any policies of insurance on my life, and in any other - 17 - situation in which the power to make such appointment exists under the laws of Pennsylvania. No individual fiduciary shall be liable for the acts, omissions or defaults of any agent appointed and retained with due care or of any co- fiduciary. No fiduciary named herein shall be required to furnish bond or other security for the proper performance of his duties hereunder, IN WITNESS WHEREOF, I, HAROLLD J. STAHLE, SR" herewith set my hand to this, my last Will, typewritten on nineteen (19) sheets of paper the self-proving attestation ofol!a;."""kt., , 1987, clause and signatures of witnesses, this including 14-"J.. day ,~~t."'" HAROLLD J. STAHLE / , Witnessed: (!a,tdfJ. n?~If.~ '} (mfAl A,~ St/Z()W ~Q C>.., ,V,Qk- . residing at r!tl.-/xfJ )Jd./ ,. P 11 ( l!aJ/ti J j)Ll,;rJ ' I?J lioJ\,.'_00 "pI\- , residing at residing at - 18 - COMllONWEALTII OF PENNSYLVANIA COUNTY OF-;:-;),. ",I,,:" 58: HAROLLD J. STAHLE, SR. \ J' (the testator), l.. ;,-;.:.<.1,.., /(,01'.'11'''/'''-<-'' . , I )' "", \ 'Q JJ / J _ " ' ('., ,and ( ..Ji", f i!. II, f .0, (the witnesses), whose es are signed to the forego~ng instrument, being first duly sworn, each hereby declares to the undersigned authority thet the testator signed and ey.ecuted the instrument as his last will in the presence of the witnesses and that he had signed willingly, and that he executed it eS his free and voluntary act for the purposes therein expressed, end thet each of the witnesses, in the presence end hearing of the testator, signed the will oS witness and that to the best of his or her knowledge the testator Wes at thst time eighteen years of ege or older, of sound mind and under no constraint or undue influence, WITNESS: TESTATOR: ~~~ (liWfll. ~,,~ WITNESS: WITNESS: 'I ( j,;ld<f .~ .~)IZ0tA~~ ~Q. r...,llQJI. " Subscribed, sworn to end acknowledged before me by HAROLLD J. <... ~'/l""/'() A STAHLE, SR" .' ii ~_H.b..t"",,,,w.-. ,,~ -- i~''l day the testator end subscribed and sworn before me by (;,.jJ(/,\~' andCL, It? {;,' d of L" _l..... ,1987, II" ,J(~ , the witnesses, this "--.. EOn- Notary Public . 19 . (SEAL) J.r.nio ~. nOl'l, r:~)jf,,1'1 jlUollC u, c .. , , C;;l.ll'lun r.::;::rrl J:~L":I '7. fS89 flm:lh:':,. FA l _ I.' ...;"..n COllf:ly " NOELLE CHRISTINE HOLLIDAY RD I 1 BOX 194 HONEY GROVE PA 17034 GRACE EVANGELICAL LUTHERAN CHURCH OF HIGHLAND PARK 1610 CARLISLE ROAD CAMP HILL PA 17011 WILLIAM MICHAEL EVERHART 82 CURTIS AVENUE CALTON MA 01236 COMMUNITY GENERAL OSTEOPATHIC HOSPITAL OF HARRISBURG 4300 LONDONDERRY ROAD PO BOX 3000 HARRISBURG PA 17105 CHRIS MARK EVERHART 72 STRONG AVENUE PITTSFIELD MA 01201 ROBERT J EVERHART 34 GARDEN STREET PITTSFIELD MA 01201 CENTRAL PENNSYLVANIA BUSINESS SCHOOL ALUMNI ASSOCIATION PO BOX 1 SUMMERDALE PA 170~3-0001 STEPHEN R EVERHART 5819 ADAR CREEK BATON ROUGE LO 70817 ST PAUL'S LUTHERAN CHURCH 524-530 BRIDGE STREET NEI~ CUMBERLAND PA 17070 RICHARD W EVERHART 874 REBEL HILL ROAD CLIFFTON ME 04428 ST PAUL'S LUTHERAN CHURCH SENIOR CHOIR 524-530 BRIDGE STREET NEW CUMBERLAND PA 17070 CAROL DUMAS 231 ALABAMA STREET ST SIMON ISLAND GA 31522 IRENE BONNEY 5211 AINTREE ROAD ROCHESTER MI 48064 BOY SCOUTS OF AMERICA LOCAL COUNCIL 1 BADEN POWELL LANE MECHANICSBURG PA 17055 FLORENCE PACK; ',' '1NDERSON 524 WESLEY OAI ("";~CLE ST SIMON ISLAN; uA 31522 EAST SHORE SHELTER OF THE HUMANE SOCIETY OF THE HARRISBURG AREA INC 7790 GRAYSON ROAD HARRISBURG PA 17111 KAREN STARR STAHLE Route /1, Box 1730 Valley Road Stewartstown, PA 17363 ZEMBO TEMPLE OF HARRISBURG THIRD & DIVISION STREETS HARRISBURG PA 17110 GEORGE R GRACEY II~ 616 CAROL STREET NEW CUMBERLAND PA 17070 GRACE EVANGELICAL LUTHERAN CHURCH OF ROUNDTOWN 540 SINKING SPRINGS LANE YORK PA 17404 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except MARY STAHLE EVERHART, KATHERINE STAHLE and JOHN GRENOBLE, all of whom are deceased. - 2 - - I. rJ ./. ih P (; ., .\...1 t... J.I; ...(.I.t.~ .'i ~ Internal Revenue Service District Director Department of the Treasury Date: January 21, 1998 Estate of: Harolld J. Stahle, Sr. Date of Death: July 31, 1994 Harolld J, Stahle, Jr, Exec. c/o McNees Wallace & Nurick P. O. Box 1166 100 Pine street Harrisburg, PA. 17108-1166 Person to Contact: p, Green Contact Telephone Number: 215-597-1976 x149 Enclosed is a copy of our examination report showing adjustments you agreed to for the above estate. We have also enclosed the letter checked below. If letter 628(DO) is enclosed, please provide the information it requests. If you overpaid the estate tax, a refund will be sent to you, provided you owe no other taxes. The refund will include any interest due. If you underpaid the estate tax, we will bill you for any additional amount due, plus interest. If you have any questions, please contact the person whose name and telephone number are shown above. You may want to tell your attorney that you received this letter, Thank you for your cooperation. Sincerely yours, " \. ~ ~~.:---........... "- " ~ ,,~~~ Darlene Berthod District Director Enclosure: ' , Examination report (XX) Letter 627 (DO) ( ) Letter 628 (DO) ( ) Envelope 600 Arch st., Philadelphia, PA 19106 Letter 922 (DO) .;J 1- 9"/. ~ 9? Internal Revenue Service District Director Department of the Treasury Date: January 21, 1998 Estate of: Harolld J, Stahle, St.. Harolld J, Stahle, Jr. Exec, c/o McNees Wallace & Nurick P. 0, Box 1166 100 Pine Street Harrisburg. PA. 17108-1166 Decedent's Social Security Number: 207-09-0134 Date of Dealh: July 31. 1994 Person to Contact: p, Green Conlact Telephone Number: 215- 597-1976 x149 Estate Tax Closing Letter (This is not a bill for tax due) Our computation of the Federal lax liability for the above estate is shown below. It does not include any interest or late payment penalties that may be charged. other penalties have been considered in the computation of net estat tax below. You should keep a copy of this letter as a permanent record because your attorney may need it to close the probate proceedings for the estate. This letter is evidence that the Federal tax return for the estate has either been accepted as filed. or has been accepted after an adjustment lhat you agreed to. This is not a formal closing agreement under section 7121 of the Internal Revenue Code. We will not reopen this case. however. unless Revenue Procedure 85-13. reproduced on the back of this letter. applies. If you have any questions. please contact the person whose name and telephone number are shown above. Thank you for your cooperation. Since -Iy yours. ~~~~~ Darlene Bertha District Direclor Tentati ve tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $634.328,31 Less: Aggregate gift taxes payable (for gifts made after 12-31-76) ........................................ . Unified credit ................ ...... ..$191.792,20 Credit for State death taxes ...........$_76.088.93__ Credit for Federal gift taxes (on gifts prior to 1-1-77) Credit for foreign death taxes,., ."..., Credit for tax on prior transfers,...,.. Total subtractions.,..,.",.......,."... $267.881.13_ Net estate tax..""..........,...".,...$366.447.18_ Penalties. if any........................ ,// , / 1/ _,.\.;,.~ - >( ~..... REV-1547 EX AFP (12-94) ~ ' tm~"O"WIAlnl Of I'lkH\n..,'HU ~ \' ACN ,,]' blll'P'"IH' Of PI vi HUI t. ' HOTlCE or IHllERlTANCE TAX eu"IAU 01 1"01"'10.:11 fA.1 S ~t1:~ ,. .'., APPRAISEMENT, AllOWANCE DR DISALLOWANce VI ~L lUbU ..,nO': or DEDUCTIONS AND ASSESSMENT or 1 AX DATE 10-'" _()t)' ""..""..... I"""'" I' .. , ," , Es'fAfEO~'~'n;\l\o'C(tT:-:fri\nC~'-'~'~==-==~~"~=='==~"FiLE~No:=~7;<~;~:liD)6 . .,==~.~ DATE OF DEATH ,JULY 31, 19')/, COUNTY C!J!,\EEI\L.\11D NOTE I TO INSURE PROPER CREOIT TO YOUR ACCOUNT. 5UBHlT TIlE UPPER PORTION OF TltlS FORH WITIl YOUR TAX PA'tHEHT TO TtiE REGISTER or WILLS. MAKE CUECK PAYAEtLE TO "REGISTER or WILLS, AGENT" REMIT PAYMENT TO: f( I CHARD R U:FEVF.fi r.tGHr:E~ ',lALLACF. ldID tiUHICr: 100 PIllE [;T iO bO:': 111;(J HIIf\HISnUfiG PA 1710R-1Ho6 ftEG:sn:R OF '"ILLS CUI,\PEHU,!iD CO COUHTHOUSl-: Cf\n.I.l~)LE h\ 17013 Anount Aenltt.d ~""".,_=-='~'''''''.=.-=__ '~T~_ CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ilW: i 5'47 - EX - f. j: p - i iF 9'4 Y - NOY i C E- -OF - ytiH Eii i T ANtE -Y AX - A P PilA is EM EN T-.- -f. U,-ow ANtE - 'OR - -- --- -- - - - - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF IlAhOLI1 J. STAHLE FILE NO. ~191.-06')6 ACN 101 DATE 10-2-95 TAX RETURN WASl I I ACCEPTED AS fILED I X I CIlANGED SEE ATTACHED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: O!\tGlll.\L 1. Reel Estate (Schedula AI (1) 2. stoc~s and Bonds (Schedule 8) I~I 3. CloselY Meld stoc~/Pe~tnership tnterest (Schedule C) 131 4. Mo~tgages/Hotes Receivable ISchedul. OJ 14) 5. C..h/B.n~ Deposits/Misc. Pe~.onal p~operty (Schedule E) 15) b. Jolnth Owned Propedy ISc....dul. f) (&1 7. Transf.~s ISchedul. 01 171 8. Total Ass.t. ~2 .:Joo.no 1 ,/,72 .Rl0.h1 :lmlE 110m: ,r, 1 , ,hR ,(,q llnllF lImlF, 1,8"6,17'1.10 181 APPROVED DEDUCTIONS AND EXEHPTIONS: q. fune~.l E_pens.s/Adn. Costs/MisC. E_p.ns.. ISch.dule M) (ql 10. D.bts/Modgage LlablUths/Llen. ISchedule 1) no) 11. Tot.l Deductions l~. H.~ Value af Ta~ Return 13. Charltabla/Governnent_l Bequests (Schedule J) 14. Hat Value of Estat. Subjact ta ,.. '1'1,181.1'1 /, .l.O? .l'"I~ 101,680.'11 1.7.,;>.6QR.1'1 (,1.nOO .00 1.68<),6<)8,19 IUI ll:!) 1131 nit) If an assessment was issued previouslY, lines reflect figures that include the total of ALL ASSESSHENT OF TAX: 15. A~ount of Line 14 lb. Anount of Lin. 14 17. A"ount of Lin. l~ 1&. p~lnclpRl ,.. Du. 14. 15 and/or 1&. 17 and 18 will returns assoSsed to date. NOTE: 1 (1) ,f)1 I. ."/.'1.12 12,<),0.7" 17 ,.,R6.10 .t Spousal rat. taxable at Ll~eal/Cla.. A rate ta.able at Collataral/Clas. 8 rate IlSI Ilbl 1171 1 t 1)"3/.. 2'i 7t)..:,~2.0Q 86,20".00 X.O) = x,06 = x. 15 :: 1181 TAX CREDITS: . DISCOUHT (tl INTEREST I-I AHOUNT PAlO I \ I , \ \ "If CREDIT PLUS ADDITIOlll\L DISCOUlIT HAY BE .\PPLIED TO COI1PROHISE TAX AClI 102. PAVMENT OATE , \ I 579,)1(+) 1)0,000.00 2,90)./,8 RECEIPT NUHBER 10-28-9/. 1~-28-95 :.U'1913132 ,\,\023095 TOTAL TAX CREDIT BALANCE OF TAX DUEI.II INTEREST I TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADOITIONAL INTEREST. ( IF TOTAL DUE tS lESS tHAH '1, HO PAVMENT 15 REQUIRED. If TOTAL DUE IS REFLECTED AS A "CREOn" ICRI, YOU MAY BE DUE A REFUHD. SEE REVERSE SIDE OF IHSTRUCTIOHS.) 1- f.,"; II} , \', 1.\ ... :J RESERvaTtOHllr.t.,a. of d.c.dant.~/~g on or b.for. D,e.ab.t 12. 19a2 .. If any future 1nt.r.s' In the ..t.t. t. tran.f.rr.d In po.....lon or ,"Joy.,n' to Cl... . Ceol1.t,r.l) b.n.flclarl" of thl dlc.dlnt .f'., the .~plr.tlan of any ..tat. for 11'. Dr for v..tt, the Co..anv..lth hlt.by Ixpr..II, ,...tv" th. tight to IPpral.. and ...... ,ran.f.r Innerlt~. "K" .t t~ l.vful ct... . (cal11,.t.l) r.t. on eny luch future Int.r..t. PURPO$E OF HOTIC[I To fulfill the r.qulr..ant. of $.ctlon Zl~O of the Inherltanc. and t.t.t. fiX Act, Act iZ of 199.. 72 P.S. S.ctlon IUD. PAVH(HTl D.tlch the top portion of thl_ Hotle. and ,ubalt with your ply.ant to the Rlal.'.r of Wilt. prlnt.d on the tav.r.. .Ida. --Hill. chick or 10nlY order Ply.bl_ tOI REGISTER OF MILLS, AGENT All paye-nt. received .hall flr.t b. appll.d to any Int.r..t which ..y b. dUe with any r...lnd., appll.d to the t.~. REFUND (CR)1 A r.fund 0' . ta. cr.dlt, which wa. not r.qu..I.d on the T.. A.lurn, ..y b. r.qu..I.d by co.pl.tlng .n ~'ppllc.tlon for R.fund of P.nn.ylvanl. Inn.rltlnC' .nd E.I.t. T..~ CREY-ISIS). Appllc.tlon. .r. .v.llebl. .t the offlc. of the R.gl.t.r of will., eny of the 2J Aav.nu. Ol.trlct offlc." or by calling lhe .pacl.l Z~'hour en.warlng ..,vie. nueb." for for.. orderlngl In Penn.ylvenl. l-aOO-JU-U50, outslda P.nn,ylnnl. .nd within local H.rrl.burg ar.. (111) lal-a09~. TOOl (717) 772-2252 tH..rlng lap.lr.d Only). oBJECTIONSl Any p.rty In lnt.r..t not ..II,fl.d with th. .ppr.I....nt. .Ilow.ne. or dl..llow.ne. of d.ductlon., or ........nt of t.. (Including dl.eount or lnt.r..t) .. .hown on thl_ Notlc. au.t Object within II.ty (60) d.y. of r.e.lpt of thll NoUeI bYl --wrltt.n prot..t to th. PA n.p.rt..nt of R.v.nue, Bo.rd of App.al., O.pt. ZaIOZI, H.rrl'burg, PA 1712a-1021, OR .-.I.ctlon to h.v. the ..tt.r det.reln.d at audit 01 the account 01 the p.r."nal rIPr...ntetlv., OR _..pp.,1 to the Orpnan,' Court. AD"tH lSTRAUYE CORRECTIONS I F.ctual .rror. dl.cov.r.d on thl. ........nt .hould b. .dd'....d In writing tOl PA D.p.rt..nt of R.vanu., Bur."" of Indlvldu.1 le..., AfTNI po.t A.......nt Revl.'" unlt, O.pt. 28D601, tterrhburg, PA 1112a-0601 Phon. (711) 781-6505. Se. pag. 3 of the bookl.t "In.truetlon. for Inh.rlt.ne. Ta~ p.turn for. R..ld.nl O.ced.nt" CREY-ISOI) 'or an ..plenatlon of .d.lnl.tratlv.ly corr.et.bl. error.. DISCOUNT: If IIny tax due 1. paid within thr.. (3) c.l.ndar .onth' .',.r the d.e.dant'. daath, . fly. p.rc.nt (S~) dl.count 0' the tax paid I. allow.d. INtEREST I Int.r..t I. eh.rg.d bag Inning with flr.t day of d.llnqUlncy, or nln. (91 eonth. tnd on. (I) day fro' tha date of daath, to the date of pay..nt. T.... which beca.. d.llnquent blfor. January I, 1.82 b.ar Int.r..t .t th. r.t. 0' .b (6;0 p.rc~t p.r ennu. ulcuhted at . dally rat. of .DODI64. All "... which b.u.e d.llnquent on and ett.r Jlnuary 1, 1'82 will b..r Int.r..t at . rate whiCh wll1 wary fro. cal.ndar y.ar to c.l.nder y.ar with that r.t. InnoURc.d by the PA D.part.ant of R.v.nue. Th. appllcabl. Int.r..t rIte. for 19a2 through 1995 ar.l ~ Int.r..t Rllta D.llv Interut Fllctor ~ Int.rut Rlllt. DIlly Int.r..t Factor 1982 ZO. .DDD548 1981 ,. .000241 1981 16:< .0004S8 1988.1991 11:< .DDOSOI 1984 11:< .0DOSal 1992 OX .DDD247 1985 U:C .00US6 1991-1994 '" .DDOI92 19a6 10;( .0DaZ1~ 1995 OX .DDOZ47 --Inhr..t h ulcul.t.d .. 'ol1owlI INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. I..u.d .ft.r tha taM b.co'.' d.llnqu.nt will r.fl.et .n Int.r..t c.leul.tlon to flft..n (IS) d.y. b.yond the date of the ........nt. If Ply..nt l. ..de .,ter the Int.r..t COlputatlon data .hown on th. Hotlc., addltlon.1 Int.r..t .u.t b. calculated. , UV!a10tl"'" '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYlVANIA DEPARTMENT OF REVENUE BUREAU Of INDIVIDUAL TAXES DEPT, 2B0601 HARRISBURG. PA 1112B,0601 - --..-- OECEDENT'S NAME lIlll:..ullU,L,Jj tAli!l! filE NUMBER ACN :)Iil)l.,,_flI1QI. SCHEDULE ITEM NO, III EXPLANATION OF CHANGES The Lax due on all current inLel'coLs is rl!!lecLcd on the attached Inheritance Tax Asoeost1ent. The ts" due 011 all future intere8t uncertllinl!e8 .is covered on the uttachcd co"'pclltllsc tax proposal. NET I;Sl'ATG $1,752,698.39 LI:S:': TAlmIllLE I'tRSOIIAL I'ROI'!;KTY a 3:: SI'i:CIF IC llJ::QUESTS (l b;: 5I't;CIFlC llKQULSTS (l 15% TAX-CXIiI1/'T BEQUESTS ,TOTAL m:QUi:s'rs RESIDUf. SUBJCCT TO COIll'ROHISC :; 3,534.25 75,822.00 6b,205.0U 63.000.00 226,561.25 1,524,137.14 TAX SUIlMAIlY SPOUSAL (l 3;( TANGIBLe 1'E.IlS0NAL I'ROI'KRTY $ 3,534.25 TAX II b% S\'ECll'IC BEQUESTS $75,822.00 TAX Q 15% SI'LCIFlG BEQUEll'l'S $86,205.00 TAX-EXEMPT SPECIfIC BEQUESTS $63,000.00 lIurry A. Ilerr 1 of 1 TAX EXAMINER, ..,---'_."-........._.,._.__.......__..._...___.._~.________ PAGE _.__..__._ . ..--... - -.- ~- _.--~- ~-' -... -~-~ -.- ....- -.-- -"'- _.~,- -., - --_ .,_ _. _._. H'.. _.+_. ..__. ..~_.".- .- .-..-. .- -- .. - .- . _..~ -.- - -_. '".-.-. -. D'" " '" , ' "t" 0" MMON,' WEALTHOFPENNSVLVANIA ~O'M913132 ,< ,DEPARTMENT'OFREVENUE .. 'OFFICIAi.RECElpr .,~" PENNSYLVANIA INHERITANCE AND ESTATETAX ' . t~!~~I6JIrII','" RECEIVED FROM, i ACN ASSESSMENT Ii' CONTROL ~ NUMBER AMOUNT WATTS DAVID M JR 100 PINE BT 1'01 -$T3cr,cmtr;-oo HARRISBURG PA 17101 . lOltl;"., 'GlDM", _ ESTATE INfORMATION, ~ ILE NUMBER g el-1994-0696 E] NAME Of DECEDENT (LA STAHL.I! II bAfE'OfPAYMENT 11 POSTMAR iUfB 194 COUNTY 6/00-1 CUMBERLAND AT D A H SSN 207-09-0134 fiR T MI REGISTER OF WILLS ra TOTAL AMOUNT PAID '13Q.M,q....QO 9/,' , PB' .- , 9 . .<<",,,~~d~ MnflY c. I.El:IU(. REGISTER OF WILL.S REMARKS 4 DOROTHY STAHL.E AND HAROLD STAHLE SEAL ----------~---_._----._---------~-~-~ , , " ,,'\ " ' -.... .............""..,..- , --..- ~.._-_.- ~~..-.........N.~ .-....-qo-..... CAB H P L E P 0 C R C K 0 K P S C P o 0 R N R 0 E E S N - T I, ' 'i \' "I' . {"" -'-,) - .~/ I ..... .....".... (.) INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) eOUNTYCOOE 0[C[0[""'8 NAME ILAST. FIRST, AND MICDLE INITIAlj O[CrOUH'S COMPLEtE ADORUS Stahle lIarolld J. 1310 llrandt Avenue SOCIALS[CURITYNUMOER IOAT[OFO[ATt~ OAf[OJ(lmltl New Cumbcrlond, PA 207-09-0131, 07/31/1991, 07/11/1907 CDunt, Cumberland IIF APPLlCAOL[lfiURVIVINO SPOUSE'S NAM( (lAST,F'R51 AND MIDULE INltlALI I SOCIAL SECU'HlVNUMO[R Stahle, Dorothy I, 115-09.2062 X t. Original ROMn 2. Supplemonlal Rcltnn 4. Urnllod E&lalo X 4.1. Futuro Infmost Compromiso (lor dalos of doalh after 12-1~-e2) X 6. Docodont Died Toslalo 7. Decodonl Maintainod a Uving Trust (Anech copy ot Will) (Anaeh a copy 01 TruSI) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: UEV-lloo(ll: ~1'.U) co"'~et'.'l'MltTr\f~:Mj,w~r"'A t1ARRIS~~~O,\,,, l'lU~(lflOl o E C E D E N T NAME Richard R, Lefever R E C A P I T U L A T I o N T A X C o M P U T A T I o N 51f{A~U~E o:fJ~'~N REWONll~!_f . R ~L.l~O "[tURN L'\(y \.J/\..d.>>'l;y--d tI~ V..ji....- '. t. ...}.' '." :..; (/ /' t.( I,r (f~ "ir.I.I.' \;~. 6IaNATuRt~F pn[~AR R OTH[n(Ttm~lrrPR[5EmATlvr x:r;(,~) kLwj.LXt.(., COPvrID~{fe) 11194 to'"' IUlllwar. ontr CPSyat.ma, Inc. I FOR OATES OF DeATH AFlER 11131111 CHECk H(R[ If A 5POUSAl I--'L)VrRTY eRtDIT IS CLAI~tO FILE NUMBER 17070 219ft - 0696 Y[AR NU....B[R I AMOUNT n(CEIVEOI5EE INSTRUCTIONSI T U 3. Romalndor ROlurn {lor dalos 01 doalh prior 10 12-13"02} X 5. Fodoral Estato Tax Aoturn Roqulrod 8. Total Numbor 01 Safo Ooposit BoICOI co~rL[Tt MAILING AODR[SS HcNeen Wallace & Nurick 100 Pine Street 1',0. 8ol< 1166 IIarrinhurg, I'A 17108.1166 32,200.00 1,1.72,810,61 None None 351,368.69 None None (8) (9) 99,183.39 TEL[PHONE NUMOER 717.232.8000 I. Reol Eolole (Schedulo A) (I) 2. Slacks Dnd Bonds (Schodulo B) (2) 3. ClosolV Hold Slock/Pnr1norship Inlolost (Schodulo C) (3) 4, Mortgagos and NOIDS Rocelvablo (5chodulo 0) (4) 5. Cash, Bank Oeposils & MiscollanoouB Personal P,opmtV (Sell, E) (5) 6, JelnUy Ownod Proporly (Schodule F) (6) 7, Tlonolo," (Schedule G) (Schodulo L) (7) 8, Tolal Gross Assots (IOlal lines 1-7) 8. Funaral Expensos, Admlnistrativo Costs, Miscollanoous EJcpenoeo (Schedulo H) 10. Dobts, MOl1gago Uabililjes, Uens (Schedulo I) ", Total Ooductions (total Unos 0 8. 10) 12. Net Value at ESlale (Uno 8 minus Llno 11) 13, Chalitable and Governmental Bequests (Schodule J) 14. Not Valuo Sub/OCI to Tax (L1no 12 minus Line 13) 15. Spousal Tumslers (fo, daton 01 death ahcr 6-30"94) 500 Instruclions 10' Applicable Percentago on pago 2, (includo voluos lrom Schedule K or Schedule M.) 16, Amount 01 Line 14tnxnble nt 6% fato (Include values Irom Schodulo K or Schedule M.) 17. Amount 01 Uno 141nxablo ot15% rolo (Include valuos "om Schodule K 01 SchLdulo M,) 18, Principal tnx duo (Add tax from L1no 15,16 and 17,) 19.Crodlls/Sp Povorty P,ior Payments Discount '"'orosl 0.00.130,000,00. 6,842.11 0,00 20. If Uno 191s grunlor thnn Uno 18, onlOI the dlllolonco on Uno 20, This 191ho OVERPAYMENT, A. Check hure " you aro requesting a relund 01 your overpayment. 21. UlIno 181s groalor than Uno 10, ontor tho dlllolonco on Lino 21. ThIs is lho TAX DUE. A. Enlor tho Inlolost on tho balanco duo on Uno 21A, B, Entor tho tolnl 01 lIno 21 and 21A on Uno 218. This 10 lho BALANCE DUE. Mako Check Payable 10: Regloter 01 Wlllo, Agent ~ ~ BE SURE TO ANSWER ALL OUESTIONS ON PAGE 2 AND TO RECHECK MATH Und.r p.nal1l" at p"jury,I dlt"" 11'1111 hav. ....mln.d Ihll r.tu,n. t"cl...dlnll accompanyma Icl'l.dulu and "a'.m,nll, ..nit to 'h. but 0' my knowl.dg. and b.II.I,llla tru., corr.ct ..nd cOmpl.I..1 deeta" Ihal aU,.al..lal. hu bun uport.d ..llru. mar..' var...., O.cla,..llon 01 pllpar" olh" Ihan Ihe p.r,onal npr.unlalln I. bu.d on..1I Info,matlon 01 which pt.par., hu 4ny .nD.....t.dll.. (10) 4,497,52 (ll) (12) (13) (14) (15) 303,178,71 X 3%. (16) 502,51,1,,99 X ,06. (171 669,983,50 X ,15. (18) (19) (20) (21) (2tA) (218) AODnE~s ~I.".. ~_._q: .!l.".l!. ,1.~~~. _ _ _ _ _ _ _ _....... _ _... _ _ _. _....._ IInn lsburg. PA 17108 ADDnESS HeNees Wnl1ace & Nurick i(ia' Pi'n~ 'S'tr~~'t' V:ci:' iicix' i"i66- - -... - - - -......- IInrrisburg, PA 17108.1166 1,856,379.30 103,680,91 1,752,698,39 63,000,00 1,689,698,39 9,095.36 30,152.70 100.497,53 139,745.59 136,842,11 0,00 2,903.48 0,00 2,903,48 DATE l'I','i"f . .'.\ DATE l//.rlt ;- Fa,", 1500 IR.II.1-1J41 Register of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters Testamentary No. 1994-00696 PA No. 2194-0696 ESTATE OF STAHLE, HAROLLD J,SR. '~ft~T, r~K~T, M~uU~~1 Late of NEW CUMBERLAND BOROUGH L;UMtlt.KL/\NU ~UUl'n:~, , Deceased WHEREAS, on the lOth ~ated December 14th 1987 was admitted to probate as the last will of STAHLE, HAROLLD J.SR. (~A~T, r~K~T, M~uu~~1 Social Security No. day of Auqust 207-09-0134 1921 an instrument late of NEW CUMBERLAND BOROUGH 31st day of July 1994 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, MARY C. LEWIS , Register of Wills in and for the county of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify ~that I have this day granted Letters TESTAMENTARY to DOROTHY I. STAHLE and HAROLLD J. STAHLE,JR. who ~ duly qualified as Executor(rix) and ~ agreed to administer the estate according to law, all of which fully ~appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA IN TESTIMONY WHEREOF, my Office the lOth day , CUMBERLAND County, who died on the I have hereunto set of Auqust 1994. my hand and affixed the seal '-rn C\ r...u e.- V. ,..; . Il>-<- D /l.. '\ - _-\-. ~ K~r lOt w.lil.rr-~ r r , ' heretofore established by my wife and me with such Church (hereinefter, 'Stahle Foundetion at St, Paul's Church"), (b) Five Thousand Dollars ($5,000.00) to each of the following beneficiaries: ~' (i) Grace Evangelical Lutheran Church of Highland Perk, Cumberland County, Pennsylvania. ~' (ii) Grace Evangelical Church of Roundtown, Manchester Township, York County, Pennsylvania, as a gift in memory of Dr. Robert S. Stahle; his wife, Lillian; his daughters, Mary Stahle Everhart, Ruth R. Stahle, Helen V. Stahle and Louise Stahle Grenoble; and, his sons, Robert R. Stahle and Herolld J, Stahle, Sr. (iii) The Local Council, located at Mechanicsburg, Pennsylvania, of the Boy Scouts of America, as a memorial to Harolld J, Stahle, Sr" former Scoutmaster of Boy Scout Troop No. 82 of New Cumberland, '. . Pennsylvania, (iv) St, Paul's Lutheran Church Senior Choir, in memory of Flo Goodyeer Stehle. (v) W, H. Hartsock Educational Endowment Fund of the Central Pennsylvania Business College Educational Endowment Fund. ~- (vi) Grace Evangelical Church of Roundtown, Pennsylvania, as a gift in memory of Albert Benedick; .2. .' " ',' (" (" grandnephew; Robert J, Everhart, my grandnephew: Stephen R. Everhart, my grandnephew; Richard Y. Everhert, my grandnephew; Carol Dumas, my niece; Irene Bonney, my niece; and, Florence Anderson, my niece, The bequests made in this Paragraph 3 to a named beneficiary shall be effective only if such beneficiary survives me. I authorize my Executors, in their complete and unlimited discretion, to choose whatever municipal bond(s) is/are distributed to any beneficiary under this Paragraph 3, no matter the market value of such bond(s), as distinct from the face value(s) thereof, although I state my preference that younger beneficiaries under this Paragraph 3 receive bonds of lesser market value as distinct from face value, and that older beneficiaries recaive bonds of greater market value as distinct from face value. If at the time of my death I de not own adequate municipal bonds to make all of the bequests stated in this Paragraph 3, I direct that any shortfall of the face value of bonds actually recaived by a beneficiary under this Paragraph ,3 from the face value thereof which is to be received by ~im !,r her shall be made up by a cash bequest to him or her from the residue of my estato. 4. Real Estate Interests, I devise real estate interests owned by me as follows: (a) All of my right, title and interest in the "Smith Farm", located in or near Palmyra, Lebanon County, Pennsylvania, containing approximately 30,85 acres, and, all of my right, title and interest in the "Norton" property, fronting on Colonial Road in - 4 - \. .-...... --- -..- . r r Lower PaKton Township, Dauphin County, Pennsylvania, containing epproKimetaly 5.6 acres .- to my wife, end if she does not survive me, to my son, and if he does not survive me, to the residue of my estate, (b) All of my right, title and interest in the "Behrens" property, composed of two noncontiguous tracts, the first containing approKimately thirteen acres, fronting on Crums Mill Road, and, the second containing approKimately fifteen acras, fronting on Colonial Road, both located in Lower PeKton Township, Dauphin County, Pennsylvania .. to my son, and if he is not living, equally to, or to the survivor of, my sisters, Helen Stahle and Louise Stahle Grenoble, and if neither of them is living, to the residue of my estate, 5. Homestead. If I am the sole owner of the property known aa 1310 Brandt Avenue, New Cumberland, Pennsylvania, at the time of my death, I devise such property to my son, if he survives me. 6. Residue. I bequeath, devise and appoint all of the reat of my property, of whatever nature, and wherever situated, including property over which I hold a power of ap~ointment, to my fiduciaries hereunder, to be held in a residuary trust, for the following purposes and eventual distribution: (a) The net income of such trust shall be distributed, no less often than quarter-annually, as follows: ._ (i) Forty percent (40\) thereof to my wife. C (ii) Forty percent (40\) thereof to my son, .5- " c r - (iii) Ten percent (10\) thereof to my sister, Louise Stahle Grenoble. (iv) Ten percent (10\) thereof to my siater, Helen V. Stahle, Inasmuch as 1 have made various financial arrangements for my wife during my lifetime, which may be adequate, or partially adequate, for her personal purposes, she is authorized to direct that any part of the aforesaid net income to go to her, rather, go to other heir(s) of myself, named hereunder, in such proportions and/or amounts as she shall determine, (b) Upon the death of each of the four income beneficiaries named under Subparagraph 6(a) (or at my death, as to aach such beneficiary if he or she has predeceased me), Fifteen Thousand Dollars ($15,000,00) shell be paid from the principal of such trust to the Stahle Foundation at St, Paul's Lutheran Church. (c) Upon the death of my son (or at my death if he does not survive me) Twenty-five Thousand Dollars ($25,000,00) shall be paid from the principal of such trust to my son's wife, Betty, if she survives me. Thereafter, the net income of such trust which would otherwise be distributable to my son were he living, shall be distributed, rather, to my wife and sisters, in the same proportions as they are to receive net income, as to each other, under Subparagraph 6(0) above or Subparagraph 6(d) below, as the case may be. The provision made in this Subparagraph 6(c) for the .6- ~ r r benefit of my deughter-in-lew is made in light of contributions I have made during my lifetime to my son, my said daughter-in-low, and to both of them jointly. (d) Upon the death of anyone of my wife or my said two sisters, the net incoma of such trust which would otherwise be distributable to her shall, rather, be distributed to the survivor of the three of them in the same proportions as they are to receive net income, as to each other, under Subparagraph 6(a) above. (e) Upon the death of the last to die of my wife, my son, and my said two sisters, the remainder of such trust shsll be distributed os follows: (i) Thirty percent (30\) thereof to the Stahle Endowment at St, Paul's Lutheran Church, (ii) Seventy percent (70\> thereof as follows: (A) Ten percent (10\) of such seventy percent (70\) to each of the following persons: Mary Stahle Everhart, my sister, if she is then living: Eleanor Everhart, my niece, if she is then living: George William Everhart, my nephew, and if he is not then living, to his widow, and if she is not then living, per stirpes to his issue who are then living: Robert S. Everhart, and if he is not then living, to his widow, and if she is not - 7 - (" r then living, per stirpes to his issue who are then living; Robert J, Stahle, and if he is not then living, to his widow, and if she is not then living, psr stirpes to his issue who sre then living, (8) Five percent (5') of such seventy percent (70') to esch of the following persons: William N, Holliday, my step- grandson; Noelle C, Ilolliday, my step- granddaughter; Will ism M. Everhart, my grandnephew;, Chris Mark Everhart, my grand- nephew; Robert J, Everhart, my grandnephew; Stephen R, Everhart, my grandnephew; Richard W, Everhart, my grandnephew; Karen Starr Stahle, my grandniece; and, George R, Gracey, III, my grandnephew; provided, however, that if any benoficiary under this Subparagraph 6(e)(ii)(B) is not then living, his or her share shall go to his or her surviving spouse who is then living, and if no such surviving spouse is then living, such bequest shall aba te , " .. - B - ( c (C) Five percent (5\) of such seventy percent (70\) to Katherine Stshle, my sister-in-law, if she survives me, (D) If any bequest under this Sub- paragraph 6(e)(ii) fails or abates because the stated beneficiary(s) therefor is/are not living, such bequest shall be distributed proportionally among the bequests under this Subparagraph 6(e)(ii) for which benefi- ciary(s) are then living, in the same bequests, proportion for each such bequest as each such bequest is a proportion of all of such 7. Separate Trusts. If any individual beneficiery under Subparagraph. 6, has not yet attained forty (40) years of age at the time he or she would otherwise inherit outright thereunder, his or her share shall be held in a separate trust for his or her benefit, which separate trust shall be distributed as follows: (a) Income. Commencing when such beneficiary attains thirty (30) years of sge, the net income shsll be distributed st least quarterly to or for the benefit of the bsneficiary, No payment shall be made under this Subparagraph 7(a) which would discharge to any extent the legal obligation of any person for the - 9 - , , r r support of the beneficiary, Any undistributad net income shsll be added to snd made part of principal, (b) Principal, The Trustee(s) shall pay from the principal such sums to or for the benefit of sny or all of the beneficiary and his or her issue ss in the discretion of the Trustees seems proper for their support, maintenance, health care, snd education, and such sums to or for the benefit of the beneficiery as in the discretion of the Trustees seems proper to help him or her to acquire or furnish a home for him or her, taking into account the other sources of income, support and estate that are available to the distributee, the reasonably anticipated needs and resources of the beneficiary and his or her issue, their income and estate tax brackets, and the desirability of the transaction (if any). No payment shall be made under this Subparagraph 7(b) which would discharge to any extent the legal obligation of any person for the support of the distributee, (c) Distribution of Separate Trust. (i) When such beneficiary shall have attained the age of forty (40) years, tha Trustees shall distribute to him or her at his or her written request the entire balance then held in his or her separate trust. (ii) If such beneficiary should die before making proper request for the entire balance in his or . 10 . r r her separate trust, then the entire balsncs in his or her separate trust sholl at his or har daath ba distributed, outright or in trust, in such sums or proportions as such bsneficiary may direct in his or her last will, expressly referring to his or her separate trust hereunder, but only among his or her surviving spouse and/or my issue; and to the extent that such beneficiary shall foil to exercise effectively his or her limited power of appointment hereunder, the aforementioned balance in his or her separate trust shall then be distributed per stirpes to his or her issue, or, if no such issue survive him or her, per stirpes to the issue of his or her parent who was a child or more remote descendant of myself, with the share of any of such issue for whom property is then held in or payable to a separate trust under this Section 18 being added to such separate trust. (d) Disposition Upon Application of Rule ARainst Perpetuities. Notwithstanding Subparagraph 7(c) above, if during the lifetime of a person for whom a separate trust under this Paragraph 7 was established the interest of such person therein becomes void under the applicable rule against perpetuities, then the balance in such separate trust shall then be distributed outright to such person, - 11 - r r receipt, including any closely held business in which I have an interest end the stock of any corporete fiduciary hereunder, as long es in the exercise of their discretion it may be edviseble so to do, notwithstanding that said property may not be of a character authorized by law. (b) To invest and reinvest any funds held hereunder in any property, real or personal, including, but not by way of limitation, bonds, preferred stocks, common stocks and other securities of domestic or foreign corporations or investment trusts, mortgages or mortgage participations, mutual funds with or without sales or redemption charges, and common trust funds, even though such property would not be considered appropriato or legal for a fiduciary apart from this provision. (c) To sell, convey, exchange, partition, give options to buy or lease upon, or otherwise dispose of any property, real or personal, at the time held by them, at public or private sale or otherwise, for cash or othor consideration or on credit, and upon such terms end for such price as thoy may determine, end to convey such property free of all trusts, (d) To borrow money from any person, including any fiduciary hereunder, for any purpose in connection with the administration hereof, to execute promissory notes or other obligations for amounts so borrowed, to secure the payments of . 13 - " c r such amounts by mortgages or pledges of any property, real or personal, which may be held hereunder. (e) To make loans, secured or unsecured, in such amounts, upon such terms, at such rates of interest, and to such persons, firms, or corporations as they may deem advisable. (f) To renew or extend the time for payment of any obligation, secured or unsecured, payable to or by them as fiduciaries, for as long a period or periods of time and on such terms, as they may determine, and to adjust, settle, and arbitrate claims or demands in favor of or against them, (g) In dividing or distributing any property, real or personal, included herein, to divide or distribute in cash, in kind, or partly in cash and partly in kind, (h) Without limitation of powers elsewhere granted therein, to hold, manage and develop any real estate which may be held by them at any time, to mortgage any such property in such amounts and on such terms as they may deem advisable, to lease any such property for such term or terms and upon such conditions and rentals as they may deem advisable, whethor or not the term of any such lease shall exceed the period permitted by law or the probable period of retention under this instrument; to make repairs, replacements and improvements, structural or otherwise, in connection with any such property, to abandon any such prop- erty which they may deem to be worthless or not of sufficient - 14 - r r value to warrant keeping or protecting, and to permit any such property to be lost by tax salo or any other proceedings, (i) To employ such brokers, banks, custodians, investment counsel, attorneys, and other agents, and to delegate to them such duties, rights and powers as they may determine, and for such periods as they think fit, (j) To register any securities at any time in their own names, in their names as fiduciary, or in the names of nominees, with or without indicating the trust character of the aecurities so registered. (k) With respect to any securities forming a part of the trust, to vote upon any proposition or election at any meeting of the corporation issuing such securities, and to grant proxies, discretionary or otherwise, to vote at any such meeting; to join or become a party to any reorganization, readjustment, merger, voting trust, consolidation or exchange, and to deposit any such securities With any committee, depesitory, trustee or otherwise, and to payout of the assets held hereunder, any fees, expenses and assessments incurred in connection thereWith, to exercise conversion, subscription or other rights, and to receive or hold any new securities issued as a result of any such reorganization, readjustment, merger, voting trust, consolidation, exchange or exercise of conversion, subscription or other rights and - 15 - . , r r generally to take all action with respect to any such securities as could be taken by the absolute owner thereof, (1) To engage in sales, lesses, loans, and other trans- sctions with the estate of my wife or any trust estsbliahed by either of us, even if they are fiduciaries or benaficiaries thereof. (m) To exercise all elections which they may have with respect to income, gift, estate, inheritance and other taxes, including without limitation execution of joint income tsx returns, election to deduct expenses in computing one tex or another, election to split gifts, and election to pay'or to defer payment of any tax, in all events without their being bound to require contribution from any other person, (n) To operate, own, or develop any business or property held hereunder in any form, including without limitation sole proprietorship, limited or general partnership, corporation, association, tonancy in common, condominium, or any other, whether or not they havo restricted or no management rights, as they in their discretion think best. 12. Taxes, I direct that all estate, inheritance, and succession taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, other than generation-skipping taxes, shall be paid out of the principal of my probate estate to the same effect as if said taxes were expenses of administration, except that any such . 16 - (' c additional taxes (and interest and penalties thereon) imposed on account of my interest In or power over any trust established by my wife shall be paid out of the property held in such trust, and all other property includible in my taxable estate Cor Cederal or state tax purposes, whether or not passing undor this will, sholl bo freo ond clear thereof; provided, however, that my executor(s) may in the discretion of my exocutor(s) request that any portion or all of said taxes (to be paid out of the principal of my general estate) shall instead be paid out of the principal of any trust established by me, to the extent expressly authori:ed under the terms of said trust, 13. Cender, Unless the context Indicates otherwise, any Use of either gender herein shall also include the other gender, 1/.. Fiduciaries. I appoint my wife and my son as Executors hereunder, and If ever either of them Is unable or unwilling so to serve, or to continue so serving, no successor shall be appointed to serve in his or her place. If eVer noither of them is able or willing so to serve, or to continue so serving, Dauphin Deposit Bank and Trust Company shall serve ns EXDcutor. I appoint my wife, my son, and Dauphin Deposit Bank ond TruDt Company as co-trustees hereunder, nnd if ever either my wife or my son is unable or unwilling so to serve, or to continue so serving, no successor shall be appointed to serve in his or her place, My fiduciary(s) hereunder shall serve as guardian(s) of the property of any minor beneficiaries hereunder, under any instrument of trust executed by me, under any policies of insurance on my life, and in any other - 17 - " l2.31.86/^ '. . , . . IRREVOCABLE TRUST of HAROLLD J. STAHLE, SR, THIS TRUST AGREEMENT is made and entered into this 31st day of December, 1986, by and between 1lAR0LLD J. STAHLE, SR. (hereinafter referred to os the "Settlor") AND DAUPHIN DEPOSIT BANK AND TRUST COMPANY (hereinafter referred to as the WITNESSETH: "Trustee") . WHEREAS, the Settlor desires to create an irrevocable trust for the use and benefit of the beneficiaries hereinafter named, upon the terms and conditions hereinafter set forth; and WHEREAS, the Trustee is willing to accept such trust for such uses and purposes and upon such terms and conditions. NOW, THEREFORE, in consideration of the foregoing, the Settlor hereby assigns, transfers, conveys, sets over and delivers unto the Trustee the personal property listed on Exhibit A hereto, which property, together with (a) all additions and accretions thereto, including edditional tronsfers in trust hereinafter made, and (b) all investments and reinvestments thereof, is hereinafter sometimes referred to os the "Trust Fund", TO HAVE AND TO HOLD the Trust Fund unto the Trustee, IN TRUST NEVERTHELESS, for the following uses and purposes and upon the following terms and conditions: ,,',#,' ""'. .. " " , , ARTICI.E I The Settlor hereby transfers the Trust Fund absolutely and irrevocably, for tha uses and purposes and upon the terms and conditions hereinafter stated, The Settlor expressly weives, renounces and releases forever any and ell right, power and authority, whether alone, jointly or in conjunction with others, and regardless of when or from what sources he may heretofore or hereafter have acquired such right, power or authority, to change, modify, alter, amend, revoke or terminate this Trust Agreement or any term or condition hereof, in whole or in part. No part of the principal or income of the Trust Fund (or any part thereof) shall ever revert to or be used far the benefit of the Settlor. ARTICLE II The Settlor hereby expressly reserves the right to add to the Trust Fund at any time and from time to time in the future by additional transfers to the Trustee, and the Trustee is authorized to receive and accept additional property by way of grant, gift, devise, bequest or any ather transfer or assignment, from any person, firm or corporation, Any and all such additional property shall bo held and administered for the same uses and purposes and upon the same terms and conditions as arc set forth in this Trust Agreement for the administration of the initial amount of Trust Funds transferred to the Trustee simultaneously with tho establishment of this Trust (the "Initial Trust Funds"), unless different terms and conditions shall be specifically stated in connection with any such additional - 2 - " , , transfers. The Trustee shall have the right, power and authority to receive and accept any such additional property, whether or not subject to eny lien, liability or encumbrance, by way of grant, gift, devise, bequest or other transfer or assignment, In the event that the Trustee so receives and accepts additional property for the trust created hsreundsr, the Trustee shall take all steps necessary or appropriate to enter such additionsl property on the books and records of the Trust, ARTICLE III The following terms and conditions shall govern and control disposition of the Trust Funds and the administration of the trust created hereunder: A, The Trustee shall hold, manage, invest and reinvest the Trust Funds, collect the income therefrom, and, after deducting all charges and expenses properly attributable thereto, shall, no less often than quarterly during any calendar year, pay or apply the net income of the Trust equally among Helen V, Stahle (a sister of the Settlor), Louise Stahle Grenoble (a sister of the Settlo:), and Harolld J. Stahle, Jr, (the Settlor's son) or the survivor(s) of them, until the death of the longest to live of such three persons, at which time the then principal of the Trust shall be distributed as follows: (i) Sixty (60%) percent thereof equally among Mrs. Kathryn Stahle (a sister-in-law of the Settlor), . 3 . " " . , Mrs. George W, Everhart (0 sistar of tho Settlor), Eleanor Everhart (0 niece of the Settlor), William Everhart (0 nephew of the Settlor), Robert S. Everhart (a nephew of the Settlor), Robert J. Stahle (0 nephew of the Settlor), Mark A. Stahle (a grandnephew of the Settlor), Karen Stahle Storr (a grandniece of the Settlor), George R. Gracey, III (a grandnephew of the Settlor), and Sue Smith (0 grandniece of the Settlor), If anyone of such ten persons does not survive the Settlor, his or her shore shall go pro rata to the other then living persons of such ten persons, provided, however, that if anyone of William Everhart, Robert S. Everhart, or Robert J, Stahle does not survive the Settlor, his shore sholl go to his surviving spouse, if his surviving spouse survives the Settlor. (ii) Forty (40\) percent thereof to St, Paul's Lutheran Church of Nrw Cumberland, Pennsylvania, to be added to and made port of the heretofore established Stahle Endowment of such Church. 8, During the term of the Trust, the Trustee sholl pay from time to time from the principal of the Trust, to or for the benefit of anyone of the income beneficiaries thereof, such sums os shall in the discretion of the Trustee appear proper to pay the . . - 4 . " " , . costs resulting from an emergency illness of any such beneficiary, which costs cennot be met from other funds reasonably available to such beneficiary, C. In addition to and not in limitation of any distributions authorized under and pursuant to psragraph A and B of this Article III, at any time within one year after giving the Notice to Beneficiaries for which provision is hereinafter made, each beneficiary to whom such notice is sent shall have the right, upon written notice to the Trustee, to demand, in cash, an amount of principal from this Trust as shall not exceed, in anyone calendar year, the lesser of (i) the amount of the transfer to this Trust by the Settlor for which the Notices to Beneficiaries, as aforesaid, has been sent, multiplied by a fraction, the numerator of which shall be one (1) and the denominator of which shall be the number of persons to whom the Notice to Beneficiaries is sent, or (ii) Five Thousand Dollars ($5,000.00), Whenever an addition to this Trust, subject to the aforesaid right of beneficiaries in this subparagraph, is modo to this Trust, the Trustee shall promptly give written notice ("Notice to Beneficiaries") of such addition to the then-living of such beneficiaries, or, if anyone or more of such beneficiaries is under a legal disability, to any such beneficiary's legal guardian or custodian. This power to so withdraw principal shall be non-cumulative from year to year, and shall terminate on the death of the Settlor. The beneficiaries for . 5 - " '" purposes of this subparagraph shall moan the thirteen (13) individual beneficiaries named in Subparagraph A of this Article, ~ ARTICLE IV To the extent parmitted by law, the beneficiaries of the Trust created haraunder shall have no right to assign, transfer, hypothecate, encumber, anticipate or commute their interests in any benefits or payments under this Trust, To the extent permitted by lsw, such benefits or payments shall in no way be subject to any legal process, levying upon, or attaching the same for payment of any claims against any of the beneficiaries. ARTICLE V In addition to and not in limitation to the rights, powers, privileges and discretions vested in trustees by law, the Trustee shall have the following powers with respect to any and all property, real or personal, at any time held by the Trustee hereunder, to be exercised, without application to any court, to such extent, at such time or times, upon such terms, and in such manner as the Trustee, in its absolute discretion, deems advisable and proper: A, To sell, without notice, at public or private sale, and to exchange, mortgage, lease for any term, pledgo, partition, appraise, apportion, divide in kind, borrow on, or hypothecate any and all of the Trust Funds and properties, whether realty or personalty, upon such terms and conditions as they may deem best, and in so doing to execute all necessary deeds or other . 6 . , , " , Instruments. No person dealing with the Trustee shall be required to look to the application of any money or other property paid or transferred to the Trustee. B. To invest and reinvest any funds or moneys coming into its hands as Trustee in any property, real or personal, wherever situated, including but not limited to preferred and common stocks, governmental, corporate or personal bonds or obligations, bank savings and checking accounts, loaseholds, fee titles, mortgages, limited partnership interests, and other interests in realty, shares or interests in discretionary common trust funds and mutual funds, and other evidence of indebtedness or ownership, without being limited to investments which are prescribed by law for trust funds, without regard to diversification of assets, and without liability on the Trustee's part or any loss or depreciation in value of any such investments. C, To purchase at their then current market valuo securities, real estate, partnership interasts, or other property, without liability for any resulting loss. The advisability of any such transaction, and the ascertainment of the current market value of any securitios, real estate, partnership interests, or other property so purchased, shall be solely within the discretion of the Trustee exercised in good faith, . 7 . ~ '. " , , D. To hold or register securities in its name as Trustee. or in the names of its nominees. or to take and keep the same unregistered and to retain them in such condition that they will pass by delivery, E. To borrow money from any party (including the Settlor) for any purpose in connection with the administration of the Trust and to encumber or pledge all or any part of the properties of the Trust as security therefor. F, To pay all reasonable costs. charges, and expenses incurred in the administration of the Trust, G, To pay all assessments. expenses or sums of money as the Trustee deems expedient for the protection of any investments of the Trust. H. To employ such agents, attorneys, accountants. and counsel, inclUding investment counsel, as may be reasonably necessary or desirable in managing, protecting and investing the funds of the Trust, and to pay them reasonable compensation, I, To contract with others and to stipulate in the contract or contracts against the personal liability of the Trustee, J. To sue on behalf of the Trust and to defend any suit against the Trust, K, To compromise, settle, or arbitrate any claim in favor of or against the Trust. - 8 . .' L, To vote, 1n person or by proxy, sny stock held 1n the Trust and to exerc1se any and all r1ghta of atockholders, bondholders and sscurlty holders w1th respect to any stocks, bonds or other secur1t1es held 1n the Trust, 1nclud1ng the exerc1se of subscr1pt10n r1ghts snd convers10n pr1vileges, and to part1c1pate in vot1ng trusts w1th other stockholders and in the consolidation, merger, reorganization or f1nancial readjustments of any corporation or corporations, including the exchange of stock and securities in connection therewith. M. In making any distribution as provided herein, to do so in kind or in cash, or partly in both; and any appraisement or valuation for such purposes made by the Trustee shall be binding on all persons interested in the trust properties, N, To lease real estate for eny period (without regard to the duration of any trust created hereunder or to any statutory restriction); to improve or develop real estete; to construct, alter, demolish or repair buildings, structures or other improvements on real estate; to settle boundary lines, easements and other rights with respect to real estate; to dedicate real estate (whether or not for consideration); and to partition and to join with co-owners and others in dealing with real estate in any way. O. To exercise any options or warrants for the purchase of securities on such terms and conditions as the Trustee deems - 9 . .. .. ." ,', .' , , "" advisable in the best interests of the beneficiaries or, alternetively, not to exercise any such options or warrants (and allow them to lapse) if the Trustee deems such nonexercise to be in the best interest of the beneficiaries. p, To join in the filIng of eny documents with the Securities and Exchange Commission (and any stete edministrativa egency regulating the issuance and sale of securities) required to sell any securities owned by the Trust, or any securities of any entity in which the Trust has any interest, and to take such other steps and execute such other documents as the Trustee believe necessary or desirable to effectuate such sale, Q, To perform and carry out the provisions of any business agreements, including, but not limited to, agreements of partnership, limited partnership or joint venture, and to renegotiate the terms of any such agreements; and to liquidate, reorganize or continue to operate any business, whether a sole proprietorship, partnership, limited partnership, joint venture or corporation, under such terms and conditions, with such other persons, and in such manner as the Trustee may determine, Nothing herein contained shall be construed to prohibit the Trustee from being employed in or otherwise serving eny business referred to her.ein or from receiving compensation for such employment or other services rendered to such business. - 10 . " .' : : . far as permitted by law, be conclusive and binding upon all persons affected thereby. B, No bond or other security shall be required of the Trustee hereunder. C, The Trustee, and any partnership, firm, corporation, estate, trust, or other entity in which any Trustee is interested, directly or indirectly, whether as a partner, stockholder, executor, trustee, creditor, employee or otherwise, may deal with the Trust in the same manner as a third party might, including (by way of illustration and not of limitation) purchasing property from and selling property to the Trust, borrowing from and lending to the Trust, performing services for the Trust, and joining with the Trust in a joint venture, limited partnership, partnership, syndicate, corporation, or other business or nonbusiness arrangement; provided, however, that no such transaction shall take place unless the Trustee decides that the tranaaction is fair to the Trust and is in the best interests of the beneficiaries. 0, The Trustae shall be paid a fair and reasonable compensation for services performed hereunder. ARTICLE VII It is the intention of the parties hereto that this Trust Agreement shall in all respects be construed and interpreted according to the laws of - 12 - REV,,'IOI EX. (12.151 COM\'N'k'l'llM.'I1.l'.'V. e~'lIItW'NIA ritISIDlN'1bECEOi:'NT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Harolld J. Stahla Sr. SS~ 207-09-0134 07/31/1994 2194-0696 (Proporty Jolnllv-ownod with Right 01 Survlvorohlp muo' bo dloclooed on Schedule F) All real o.lale ohould bo roportod It 'II, mlrket vllue which 10 denned ..the prtce It which property would be nchangod between a willing buVer Ind I Willing aollor, neither being compelled to buy or ..If, both hiving r...on.blt knowledge 0' the releVlnt ',cta. ITEM NUMBER 2 DESCRIPTION VALUE AT DATE OF DEATH 30,000.00 1/3 Interest Parcel 35 039 003, Crums Mill Road, Lower Paxton Township, Dauphin County PA 3 Tract of Land Rye Township, Boro, Perry Pannsylvania 2,200.00 Situated In Mnrysville County, TOTAL (Also onlor on II no 1, Rocapltulatlen) (II mora apaco 19 noodod, Insorl odditJonolshools of soma slzo,) COPVtlght leI llt410rm sallw.,. only CP5y.l.m.,lne, S 32,200,00 J'orm 1500 5chldull A IR.v. la-151 ~~INC .............--M cG RA w\ . STATE CERTIFIED APPRAISERS REAL EsTATE CONSULTANTS JAMES J. McGRAW. PRESIDENT MARTHA R. McGRAW. SRPA ROBERT J. OLIVER ALLEN R. PEFFER JOEL H. HERVITZ (717) 737-0415. FAX 975.1525 Decamber 9, 1994 Mo. stephanie Kleinfelter Eatate of Harol1d J. Stahle, c/o McNeee, Wallace & Nurick P.O. Box 1166 Harrieburg, PA 1710B Sr. REI 1B.0 acre tract of land Lower Paxton Townahip, Dauphin County, PA The Eetate of Harol1d J. Stahle, Sr. Your file '1664B-0001 Dear Ms. Kleinfelterl I have completed a fee-aimple, market value appraioal of the above-referenced property, and enclooed io a copy of my appraioal report. The oubject property io an IB.B acre, vacant tract of land located on the north eide of Crumo Mill Road in Lower Paxton Townohip, Dauphin County, Pennoy1vania. The eite io zoned R-1, Low Denoity Reoidential, which perroite eingle-family detached dwellingo. Primarily due to the abeence of public water and sewer, the higheot and beot uoe would be to pootpone development until ouch time ae the proximity of public utilitieo made reoidential oubdivioion economically feaoible. A portion of the property along Crumo Mill Road 1ieo within the flood hazard zone. The property io owned by John R. Muth, John C. Bucher, and Harolld J. Stahle, Sr. I am not allocating the value among the individual ownero' partial. intereot, ao per your inotructiono. Thio appraieal io for eotate tax purpooao. Tharafore, tho effective data of thia report io conoiderad to be July 31, 1994, which io tho dote of daath of Harolld J. Stahle, Sr. Booed on my inopaction of tbe property end my analyeio of the market, I eotimate the market value for tho property 00 of July 31, 1994 to bel NINETY THDDSAND DOLLlIRS * * * $90,000 * * * tfu131Y 0 bmit~e~ ~/~............ Jameo J. Graw PA Cartified General Real Eotate Appraioer Cartification 'GA-000022-L -- 302 MARKET STREET. P.O. Dox 7 . LEMOVNE, PENNSVLVANIA t 7043 TABLB OF CON'1'BH'1'B --------------------------------- SUMMARY OF SALIENT FACTS APPRAISER'S CERTIFICATION ASSUMPTIONS AND LIMITATIONS OF APPRAISAL PURPOSE OF THE APPRAISAL DEFINITION OF OWNERSHIP . NON-REAL PROPERTY . FUNCTION OF THE APPRAISAL DATE OF THE APPRAISAL . PROPERTY IDENTIFICATION OWNERSHIP HISTORY . SCOPE OF THE APPRAISAL TAX AND ASSESSMENT ANALYSIS AREA AND NEIGHBORHOOD DESCRIPTION SITE AND IMPROVEHENT DESCRIPTION HIGHEST AND BEST USE VALUATION BY SALES COMPARISON APPROACH . . 2 3 . 5 . B 8 8 8 9 9 9 10 11 15 16 22 23 TABLBS. Table 1. TAX AND ASSESSMENT ANALYSIS . . . 11 BXIIIBITB. Exhibit 11 Exhibit 21 Exhibit 31 Exhibit 41 Exhibit 51 Exhibit 61 Exhibit 71 LEGAL DESCRIPTION AREA MAP COUNTY ROAD MAP TAX HAP . FLOOD HAP . ZONING HAP PHOTOS 12 13 14 17 18 19 20 APPBNDIX COMPARABLE SALES SALES COMPARISON ADJUSTHENT GRID DEFINITION OF VALUE ZONING ORDINANCE (RELEVANT SECTIONS) QUALIFICATION SHEET JOSBPH McGRAW Appraissrs - Consultants . 302 Harkat Street, LeIUoyne, PA CruIIllI Kill Road Docomber, 1994 pago 2 of 25 SllHIll\RY OP SALIIlNT PACTS ,- Property Locationl North Ride of Crums Mill Road, abutting Interatate 81, Lower Paxton Townehip, Dauphin County, PA Tax Map Parcell '35-039-0D3 OWner of Recordl John R. Muth, et al, and Harolld J. stahle, Sr. Deed Reference. Dssd Book 60B, Page 633 18.8 acrss, sccording to the Dauphin County Tax Asseasment Office records Lot Shel Improvemente. Personal PropsrtYI None None Zoningl R-l, Low Density Reaidential (See Highest and Best Use section) Utilities I Nsither public water nor public sewer are available to the site. Flooding. A strip of land approximately 150 feet wide along Crums Mill Road lies within the 100 year flood hazard zone. (See Property Description. ) Highest and Best Usel As VacantI Current, undeveloped use on an interim basis for later single-family, residentisl dsvslopment Real Estate Assessment. $56,400 Rsal Estate Tax. $1,452.7B Vslue Estimates I Purposs. Market Value Xntsrsst. Fes Simple . Date of Rsport. Decsmber 9, 1994 Date of Xnspectionl Novsmber 2B, 1994 Date of Valuationl July 31, 1994 (date of death of Harolld J. Stahle, Sr.) Reasonable Marketing Timsl Nine (9) months to one (1) year COnclueion. $90,000 JOSBPB McGRAW Appraisers - Consultants 302 Market Street, Lcmoyne, PA Cruma Kill Road December, 1994 Page 3 of 25 APPRAISER'S CERTIPICATION I certify that, to the best of my knowledge and belief, ... The statements of fact contained in this roport are true and correct. The reported analyees, opinions, and conclusions are limited only by the reportsd assumptions and limiting conditions found on the next page, and are my personal, unbiased professional analyses, opinions, and conclusions. I have read and understand the competency provision of the Uniform standards of Professional Appraisal Practice (USPAP), and I believe that I am capable of competently completing the assignment. This appraisal compliee with. Uniform Standards of Professional Appraisal Practice, as adopted by the Appraisal Standards Board of the Appraisal Foundation, and The Code of Professional Ethics and the standards of Professional Appraisal Practice adopted by the Appraisal Institute. I have no present or prospective interest in the property that is tbe subject of this report, and I have no pereonal interest or biae with respect to the parties involved. My compensation is not contingent on any action or event resulting from the analyses, opinions, or conclusions in, or the use of, this report. The appraisal assignment was not based on a requested minimum valuation, specific valuation, or tbe approval of a loan. I am currently a candidate for the MAl designation of the Appraisal Institute. The use of this report is subject to the requirements of the Appraisal Institute relating to review by its duly authorized representatives. I am the Broker of Record for Joseph McGraw, Inc., as registered with the Pennsylvania Real Estate Commission and am therefore authorized to perform real estate appraisal eervices. I am certified as a General Appraiser by the Pennsylvania Department of State, Bureau of Professional and Occupational Affairs. JOSBPB McGRAW Appraisers - Consultants 302 Market Street, Lemoyne, PA Cruma Kill Road December, 1994 Page 4 of 25 APPRAISER'S CERTIPICATION (Cont'd) I peraona11y inspected the property tbat is the subject of this report, No one provided significant profeseional assistance to the person signing this report, Joel Hsrvitz provided substantial research input in ths appraisal process, as well as asaistance in preparation of the report. - ames J. McGraw pA csrtified General Real Estate Appraiser Certification 'GA-000022-L JOSEPH McGRAW Appraisers - Consultants 302 Market street, Lcmoyno, pA Cruma Mill Road Decembor, 1994 Page S of 2S ASSUMPTIONS AND LIHITATIONS OF APPRAISAL This appraisal is an unbiassd estimate of the nature, quslity, value or utility of an interest in, or aspect of, identified real eotate. An appraisal is baoed on selective reoearch into appropriate market areaSI asoemblage of pertinsnt datal the application of appropriate analytical techniqueol and the knowledge, experience, and professional judgement neceooary to develop an appropriate eolution to a problem. . Appraioal ie not a Survey It io assumsd that the utilization of the land and improvements io the boundariee of the property linss of the property dsocribed and thsre is no encroachment or treopaas unlees noted with the report. ourvey of the property has been made by the appraioer and no responsibility is assumed in connsction with such mattere. Any mapo, plats, or drawings reproduced and included in thio report are intended only for the purpose of ehowing spatial relationohipe. within that No Appraioal io not a Legal Opinion No reoponoibility io aooumsd for matters of legal nature affecting title to the property nor is an opinion of title rendered. The title io aseumed to be good and marketable. The value eotimate io given witbout regard to any quootionD or title, boundaries, encumbrances, or sncroachmento, except as noted within the report. (; It is asoumed that there is full compliance with all applicable federal, otate, and local environmental regulations and lawe and that all applicable zoning and uoe of regulationo and reotrictions have been complied with, unleoe a non-compliance or non-conformity io stated, defined, and conoidered in the appraioal report. Appraioal io not an Bngineering Report Although the appraioal may contain information about the phyoical items being appraioed (including their adequacy and/or con1ition), it should be clearly underetood that thio information ie only to be uoed ao a general guide for property valuation and not ao a complete and detailed phyeical report. Some items ouch ao conditions behind wallS, above ceilingo, behind locked doors, or under the ground are not oxposed to casual view and, therefore, were not inspected. If not expoeed to view, the accuracy of any otatomente about insulation cannot be guaranteed. It is aooumed that there are no hidden conditione of the property'e geology or structuree that render it more or leee valuable. No responsibility io aesumed for such conditiono or the engineering etudiee which may be required for diocovery. Since no engineering or percolation teote were made, no liability is aosumsd for eoil conditione. Sub-surface righte (mineral and oil) wsre not considered in making thio appraissl. I strongly ouggsot that an appropriate expert be hired for a detailed inveotigation, if desirsd. . The Appraisal of Real Eetate, Eighth Edition 1981, AIREA JOSBPH McGRAW ~praisers - Consultants 302 Market Street, Lemoyne, PA Crumo Kill Road December, 1994 pago 6 of 25 ASSUllPTIONS AND LIMITATIONS OP APPRAISAL (Cont'd) Appraioal io Hade Under conditiono of Uncertainty Information provided by informed local oourceo, such as government agenciee, financial institutions, Realtors, buyere, eellers, property owners, bookkeepers, accountante, attorneys, and others is assumed to be true, correct, and reliable. No responsibility for the accuracy of such information is assumed by tbe appraiser. Sometimeo, the individual ordering the appraisal, a vested interest, will supply crucial information necessary to completion of the appraisal. When the appraiser finds this information to be consietent with his experience, inspection of the property and overall market indications, he accepte and uses it to reach the defined value estimate. The appraiser accepto no liability for fraudulent behavior of any vested intereDt. The comparable eales data relied upon in the appraisal is believed to be from reliable sources. Though all the comparableo were examined, it was not poseible to inspect them all in detail. The value conclusions are subject to the accuracy of said data. All values ohown in the appraisal report are projectionD based on the appraiser' analyoes ao of the date of the appraisal. These values may not be valid in other time periodo or as conditiono change. Since mathematical models are based on estimates and assumptions that are inherently subject to uncertainty and variation, we do not represent them as results that will actually be achieved. Bxiotence of Bazardouo Subotanceo In thio appraioal aooignment, the existence of potentially hazardous substances used in the construction, maintenance, occupancy or environment of the real estate was not observed by me. I do not have any knowledge of the existence of such materials on or in the property. While I have made a reasonable effort to detect any baoie for concern by personal inspection and inquiry regarding the nature of current and previoue occupancy, I am not qualified to professionally detect or verify tbe existence of hazardous substances. The client is cautioned that subeequent verification of the existence of hazardous subotances may have an effect on the value of the property as estimated in this report. I urge the client to retain an expert in this field if desired. JOSBPH McGRAW Appraissrs - Consultants 302 Market Street, Lemoyne, PA ~ Hill Road December, 1994 Page 0 of 25 PORPOSB 01" TJIB APPRAISAL Thie appraioal eotimatee the market value of the foo eimple intereot in the land and other intangible righte in the real property located on the north side of Crumo Kill Road, Lower Paxton Townohip, Dauphin County, Pennoylvania. DBl"INITION 01" OWNBRSUIP Fee Simple Intereot - A peroun wbo owno all the property righto io oaid to have fee oimple titlo. A fee oimple eatate implieD abeolute ownerohip unencumbered by any other intereat or eotate. We have not valued tho partial intereot of tho individual property owners. NON-REAL PROPBRTY Tbe Federal Reoerve Ooard requireD the appraioer to identify and separately value any peroonal property, fixtureo, or intangiblo itemo that are not real property but aro included in the appraioal, and diocuos the impact of thoir incluoion or excluoion on the ostimato of market value. No non-real property is included in the value estimates of this report. l"UNCTIOH 01" TJIB APPRAISAL This appraisal is prepared at the direction of KcNoso, Wallace & Nurick, Attorneys at Law, to be usod for eatats planning for the sotate of Harolld J. stahls, Sr. The firm of McNeos, Wallace & Nurick is considered to bo our client for this appraisal. This appraisal is in compliance with the appraisal standards specified in Regulations to Implement Title IX of ths Federal Financial Institutione Reform, Recovery and Enforcement Act (FIRREA) of 1909. It is also in compliance with the Uniform Standards of Professional Appraieal Practice (USPAP) ao adopted by the Appraisal Foundation. JOSBPU McGRAW Appraisers - Consultants 302 Harkot Stroot, Lcmoyno, PA CruJIIII Hill Rood Doclllllber, 1994 Pogo 9 ot 25 DATB OF TIIB APPRAISAL Tho effective dote ot thio oppraioal io the 310t day of July, 1994, which io the date ot doath ot Harolld J. Stahle, Sr. PROPBRTY IDENTIFICATION The property being appraioed io an 18.8 acro tract of land located north ot Crumo Hill Road, Lower Paxton Townohip, Dauphin County, Pennoylvania. It io also identitied as Dauphin County Tax Hap Parcel 135-039-003. The oize of the subjsct property is based on information containsd in the Dauphin County Tax Assessment Office records due to the fact that no legal description io available. The legal description provided by our cliento identifies on 83.81 acre tract which was ths size of the original property as recorded in tho Dauphin County Recorder of Doedo Office in Deod Book B, Volume 60, Page 633. Sinco 1967, several parcels havo been oold from the original 83.81 acre tract, including the 37 acres which io now ths Williamoburg Eotateo apartmsnt complex. Ths most recent oales were the Daleo of two commercial lots in 1988 oituated on both Didos of Crums Hill Road roaligned. Tho romaining 18.8 acres is ths oubject of thio roport. Additional idontification and location aids, including aroa, noighborhood and tax maps are included ao exhibito to this report. OWNBRSIIIP IIISTORr The oubject 18.8 acre tract waD acquired by Jobn R. Huth, John C. Bucher, and Harolld J. Stahle, Sr. aD part of a larger 83.81 acro tract purchaoed on August 15, 1967 from Central Industrial Building, Inc. for $111,932. The grantor and grantees were related parties. The property previously tranoferred from Susan B. Faonacht and Paul C. Spahr, executors ot the estate ot Lily Behrens and Harry Behrens on Docember 13, 1965, and recorded in Deed Book H, Volume 51, Page 181. The property is not, to my knowledge, currently listed on the market for sale, or under contract for sale. JOSEPII HCORAW Appraisers - Consultants 302 Market Stroot, Lemoyne, PA Crumo Kill Road Decembor, 1994 Pago 10 of 25 BCOPB or 'l'HB l\.PPRAIBAL Tho appraisal roport doscribos tho appraisal procoss. To tho oxtent that some data io not in the report, it is retained in the appraiser'e fileo. In gonoral, the appraioal proceso proceodo from an ana1yoio of the aroa, oite, and improvemento, to the actual valuation. The baoio for the valuation proceoo io the "Highoot and Best Uoe" of the property, which mayor may not coincide with the property ae improved. The higheot and beot uoo ropreoento the moot profitable of tho poooib1e, permitted, and feaoib1e uoes. Market valuo io eotimated uoing three traditional approacheo. coot, Bales Comparioon, and Income. The methodology and rationale of theoe approacheo are contained in tho oection entitled "Valuation." The Coot Approach looko at value in relation to the coot to roplace it with equal utility. The Saleo Comparison Approach compareo the oubject property with actual Daleo priceD of oimilarly improved propertioo. The Incomo Approach valueD the property from the point of view of an inveotor. Thio oummary appraioal roport io a brief capitulation of the appraioer'o data, analyoeo, and concluoions. Supporting documentation io retained in the appraioer'o file JOSEPH McGRAW Appraiaers - Consultants 302 Harkot Street, LelDoyne, PA Cruma Hill Road Docember, 1994 Pag.. 11 of 25 TAX AND I\BSBSSKKNT J\Hl\LYSIS Th.. property iu curr..ntly a..u..u....d and tax..d by th.. Dauphin County Auu..uumunt Offic.. au followu. ------------------------------------- Tabl.. 1. TAl[ AND I\BSBSSHBHT AHALYSIS Crume Hill Road Dauphin COunty ------------------------------------- MILLAGB RATBS. (1994) n..w BORO SCHOOL" TOTAL COUNTY 7.046 1.9825 16.73 25.7585 .. 1994- 95 ASSBSSMENT. TAXBS. LAND. $56400 $397.39 $111. 81 $943.57 $1452.78 IMPROVEMENTS. $0 $0.00 $0.00 $0.00 $0.00 ------------------------------------------------------------ TOTAL. $56400 $397.39 $111.81 $943.57 $1452.78 COHMON LBVBL RATIO. 66.1\ _ 7/1/94 (7/94-6/95 ) INDICATBD VALUB FROM ASSBSSMENT. $85,325 JOSBPB HcGRAW . Appraisers - Consultants 302 Market Streot, Lemoyno, PA Crumo Hill Road Doaombor, 1994 Pogo 12 of 25 Bxhi.bJ..t 1. LBGI\L DBSClUPTION (Largor 83.81 aero traet of whieh the eubjeet 18.8 aeroe ie a reeidual.) i I i I", I I I 10 cuuRllII Y.'I' tll\' ul'lChaUltf" their heirs .ntl Allb:I1..ALL THAT CERTAIN. Tue 0 Inri I Ult. n Lower PIKton TWPtl D.u~hln cOl pa'b " (0110wlI BEGINNING It'. .pike In the c."tlt of Ltg ,hUy. Rou . 22 21, .110 kQown II Colonhl ROld. at the Intnllctlon of uid road wlth Township Road 493, .ho known a. Cruml Mill ROldl thence South 11 digIt.. 41 minutt. ~7 ..cond. Ealt alnng the center of Legitlltlve Rout. 22Q21, two hundud thirty and thlrty-tlght on.-hundrod,thl (230.381) f.lt to I splke. lhtnee aouth 86 degre.. 32 minut.. Welt llano property of E.U.D. Church. Dr. Johnston and Simon B. Cahman. two lhou.end one hundred .eventv-two and thirtV-flve on.-hundredth. (2,172.35>' J f"t to I pin. thence Harth 2 degrn, 33 minutes 30 . ucond, EI.t liong Simon B. COlellll" end OUs P. Dodson proputy thr.. hundred fifty~nin. and Sixty-five one~hundredth. '3~9.6~ ) i het to . point. thence South 86 degrees 19 minute. 11 ucond., b.t I .long said Oo.ho'n propvrty two hundred f1(ty (2~O') feet to . r,ointf thlncl North 0 'dlgre.. 26 mlnut.. 18 .econd. east along ume t ,lrtY-1 two (32') het to a point I thlnce Uorth 84 degrel' 24 minute. 7 ucond. Ealt along ume flfty"eight and thirty anw-hundredth. ~B.30) h.t to . point. thence North 2 degree. 11 minutes 34 second. West along ume five hundred sixty Ind twenty-uven one"hundredths (~60.211 J feet to I point. thence South 87 dogrees 37 minutes 41 .econd. Welt along ume one hundred twenty..one Ind ten one-hundredth I (121.101) , feet to I point I thence Uorth 14 degr... 19 minutes 22 ucond. East along land of RUlsell C. Click seven hundred seventy"six and sixty- nven on. hundredths (776.67') felt t, I stoner thence North 19 deoree. 31 minute. 9 second, Welt along 'amo nine hundred ,eventy" .ev.n and fifty...ight one-hundredths (977.~9t) feet to. brown sand stone monument I thence Uorth 73 degrees 4 minute. 9 uconds Ea,t along hnd of Lewis Kunkle Estate ana thouund thre~ hundred Ilxty" .even and thirteen one-hundredth, (1,361.13') (~.t to a l~ inch Walnut tle'l thence South 4 degrel' 22 minute, 19 second. Welt along hnd o( WU lam C, Norton ani thousand seyon hundred twenty-eight and sixty-.ight ane-hundredths (1,728.69" feet ~o a pInl thence South 47 degree, 28 minute, ~9 .,cond. Ea.t Dlon~ laml four hundred .lght-fIY' Ind forty-th... one-hund,"dth" (48~.43') f.et to. plol thence South ~9 d.gree. 49 minutes ~B,mconds East alono same three hundred ditty-two and farly-d. one-hundredths (362.46i) f'eot to a pinl thence South 64 degrees 7 minute. 2~ .econds east along lame one hundred 1i1(tY....ven and dghty one-hundredths (167 .80') foet to I spike in the cenhr of the aforua1d Legislative Route 220211' thence along the centerline of said Legi,lative Route 1n I South.rly direc- tion along I curve to the left .nd hiving a radius o( 1,637.28 fe.t ':> ,fWBVDl60;11l634 I for the arc distanc. or 149.~o r.et the cord bearlng and dlstcncD or .aid arc boing South 0 degrees ~J minutes 11 seconds Ealt on. hundr.d forty-nln. end flftr-fIY. on.-hundr.Jthl (149.~~') feet to I splkel thence South 1 d~gre.s 41 mInutes ~7 'Iconds Ea't along .amo two hundred (2001) feet to a spikv, the point a,nd plee. of DEOllltlIlla, . . . . O)UTAINING 93.91 Icr'l according to a phn 'of lurv'r by ClaUI ' f. f,uting. Reoistered SurVIvor, dated tlov.mbn 1, q6b. 'I I JOSBPB HcGRAW ~prajDorB - Consultants 302 Market Stroot, Lemoyno, PA " .... .... Crumo Hill Rood Decembor, 1994 Pogo 13 of 25 Bxhibit 2. /\RB/I HlIl' .JOSSI'll HcCRlIW ~prnlDerD - Conoultnntn 302 Harkot Streot, Lemoyno, 1'/\ Crums Hill Road December, 1994 Page 15 of 25 lIIIBA AND HBIGBBORnOOD DESCRIPTION The subject property is located in Lower Paxton Township, one of the fastest growing municipalities in the Harrisburg mstropolitan statistical area. (HSA). This growth is due to, in large part, the sxcellent road systsm and utility ssrvices available throughout the township. The current population of Lower Paxton Township, based on the 1990 census data, is 39,162 residents, up from 34,858, an incrsase of 12.3\. From 1970 to 19BO, the population of the township increased approximately 31.5\. The msdian family income in Lower Paxton Township ranks fourth in the county, at $43,360. This figure is higher than Dauphin County as a whole and the Commonwealth of Pennsylvania. Some of the Harrisburg area's major retail centers are located in Lower Paxton Township. They include the Colonial Park Mall, the Hills ohopping csnter, and ths Colonial Commons, all of which are locatsd along busy US Route 22, also known as the Allentown Boulevard. Although ths site is zoned Low Density Residsntial. the property across Crums Mill Road is zoned for multi-family residential use and is improved with the Williamsburg Estates apartment complex. A few hundred feet southeast of the subject begins a commercially zoned area containing multi-etory office buildings and further down Crums Mill Road is a bank at the oignalled intersection with Colonial Road. JOSEPH McGRAW Appraisors - Consultants 302 Market Stroet, Lemoyno, PA CrwDlJ Kill Road Deccmbor, 1994 Page 16 of 25 SI'l'B AND IKPROVBIIENT DBSCRIPTION SITE. Orientation. The parcel io located along the north Bide of Crume Mill Road along the eaetern eide of Interetate Sl, immediately north of the I-S3 - I-Sl eplit. crume Kill Road becomee Devonehire Road eaet of Colonial Road. Shape. Irregular 18.8 acree, according to the recorde in the Dauphin County Tax Aeeeoement Office Level to gently eloping towarde the flood zone along Crume Kill Road Adequate towarde the flood zone Area. Terrain. Drainage. Acceee & Vieibility. Adequate to Crume Mill Road and the oignalled intereection with Colonial Road. The eite ie prominently viaible from 1-81. Environmental Hazarda. None known Zoning. R-l, Low Deneity Roeidential, generally, only oingle-family, detached reoidencee are permitted. (See Higheet end 8eet Uee eection.) No public utilitiee are available on eite. The neareet public water ie along Colonial Road and the neareet public eewer ie at Colonial Road oouth of crume Hill Road. Your appraieer hoe had oeveral convereationo with the Lower Paxton Sewer Authority. However, I am not an engineer and cannot precieely aecertain the moet appropriate route in bringing public utilitieo to the eite, Suffice it to eay, that, moet likely, neither the eize nor the permittod denoity on the eubject property ie large enough to support the coete aooociated with bringing public utilitioo directly to tho oite from thoir preoent location. None known Utilitiee. Eaoemento. Flooding. Partially in Zone A (100 year flood plain). HUD-FIA, Flood Hazard Map, community No. 42038400108, with an effective date of April 15, 1981. Hoot of the frontage appeare to be within tbe flood zone. See Exhibit '5. Wetland. No study haa been made. However, wetland are probably to be found within at leaet part of the flood zone. Functional Adequacy. Fair. The relatively long frontage along Interetate 81 may detract eomewhat from the deeirability of thie eite for reeidential purpoeoB. Aleo, the abeence of public utilitiee increaeee the coeto of development. Site Improvements I None JOSBPn KcGRIIW Appralaora - Conaultanta 302 Market Streot, Lomoyne, PA CruJIllI Mill lIoad llocOlllbor, 1994 Page 17 of 25 l.hIM\; 41 TI\X MAl' e 12 .;,. II .... 2~ IOI40.~ I),1.u ~. I 9 -1L --...;;; ... ffOIk, o 8 !;d~~~tNij~~~~ ,,' o o . .' ",' ", >-. ~ \'it,.=:::~~ .:-'(,~~~,' J0811'1I HcOMW Appraisers - Consultants 302 Market Street, Lemoyne, PA ""' Crumo Mill 1I0nd Docember, 1994 Exhibit 5. FLOOD HAP " JL ~ "., <---- ------, ~EC . JOSEPH MCGRAW Appraiaecn - Conaultanta 302 Hnrkot Stroot, Lomoyne, PA l'ngo 10 of 25 l'lIl1lL rall.llnlun PlUUI fIRM rlOOO INSURANCE RATE MAP TOItNSBlr OF LOWER PAXTON, PENNSYLVANIA DAllP81HcDom P1HrL IDDr II "II.................,..._,U...,... CDWWUNIIJ./INll NUWIlI llUlll lalll ~ '. ~. ..., Crumu H111 lIond Doccmbor, 1994 l'ago 19 of 25 Rxhlblt 6. ZONING HIll' . . ~';:-7::-;">'\' 'U1:==~.-- .~;;.'~~~.'::J ~--~.~.; L.: _-~ . s<: ...- . 'L' J- ~' ~ ,~, ~--,::..~ ' . J~~~ ..',.,~') ~ \o"-QO~) ,,' ::-.--- '\~ h"<' 1. ....:..!.,:':..lj~)t ..~ ," -- . .... -. I ~...- '/~.. ..!,....r "'!>J- - -, . . . . . . .... o . . ~.. Ii , " . ( ,I i. "'!'!J . ,,1--- . . .. ,. . . Gl' ,--,,_ . .\--.c . . ,'';~' --- , . . B . o o . . II c .... JOSEPH HCGMI( Appraincrn - Connultanta 302 Harket Street, Lcmoyno. l'A Crumo Kill noad Docembor, 1994 pago 23 of 25 VALUATION BY BALSB OOKPJ\lUBON APPROI\CB The Bales Comparison Approach ie the only approach being ueed in this report. As previously indicated, 15 land sales wers analyzed by your appraiser and fivs wero considerod to be most comparablo to ths subject property. The sales and the adjuotment grid can be found in tho Appendix of thio report. The previouo oaleo may be summarizod as followOI SALE , ill\TI< COliS I DERATION SIZE/AC ~ 1 12/92 5150,000 20.25 5 7,406 2 01/94 5103,000 36.39 5 2,830 3 08/93 5 75,000 15.48 5 4,845 4 03/92 5 65,000 7.39 5 8,796 5 08/92 5120,000 14.86 5 8,075 Sale '1 io locatod at tho cornor of Dovonohire Road and Commons Drivo, tho lattor boing a now road conotructod to accoso tbo Colonial Common 0 rotail contor. Comparable oalo '1 was adjuotod downward olightly, roflecting ita ouporior location duo to increasod traffic counto along Dovonohiro Road. A downward adjuotment wao mado duo to tho prooonco of public wator and oowor noar oale '1. Tho oowor can bo acceooed at tho oouthwoot cornor of tho oito at 1I0ucko Road or at tho roar at Danbury Road. The availability of public utilitioo decroaooo tho minimum lot oizo from 1 Bcro to 20,000 oquaro foot. Salo '1 io aloo adjuotod downward, roflocting tho olightly ouporior zoning in thio diotrict which io deoignatod CRG - Congrogato Caro, permitting oldercaro facilitioo. Salo '1 io adjuotod upward under the "otbor" category, roflecting tho deod rootrictiono contained in the transfor of thio oale to the grantor, Colonial Common 0 Aooociatoo. The rootrictions includo, among othero, the probibition against the oale of oale '1 to any for-profit nuroing home entity. Tbis restriction eliminate 0 tho oale of this property to organizationo oucb ao Leader lIuroing 1I0mes. Another reotriction io the retontion of tho right of the previouo grantor in tho 1990 tranofer, to roview all development plana for the oite. Theoo reotrictiono are enforceable until April, 2010. It io your appraioer'o opinion JOSBPU KCCRAW Appraisors - Consoltants 302 Market Stroot, LclIloyne, PA 3. Grantor I Grantee I Location. Sale Date. Lot 8izel cona1deration. Price Per Acrel Tax Hapl Zoning I Utilities I Comments. 4. Grantor I Grantee I Location. Sale Date. Lot size. Con.ideration. Price Per Acre. Tax Hap. zoning I Utilities. Commonts. 5. Grantor I Grantee I Location I Sale Datel Lot Size. Cona1deration I Price Per Acrel Tax Hapl Zoning I Utllitiee. Commente. JOSBPH HcGRAW COI(pllRAl1LB BALBO (Cont'd) Ksrmit and Patricia Tantum Anthony and Haria Oetan Pheaeant Road East Hanover Townehip, Dauphin County, PA 8/11/93 Deed 800k 2031, Page 595 15.48 acres $75,000 $4,845 '25-018-098 R-A, Re.idential Agricultural Public water and septic The property ie located at the intersection with South Hsadow Lane and i. currsntly being used as a horss farm. The zoning permits 1 acre building lots and the site doe. not lie in any flood hazard zone. Charles E. Fetrow Hichael and Mary Rovak Hollywood Drive Lower Swatara Twp, Dauphin county, PA 7/30/93 Deed Book 2024, Page 300 7.39 acrsa $65,000 $8,795.67 '36-004-068 RS - Re.idential Suburban Private well and septic The property ia located along Hollywood Drive overlooking tha AMP facility on Fulling Hill Road. There are no plana by the townahip to extend public utilitie. to the aite. The lot ia elongated with little frontage relative to depth. Home. along Hollywood Drive generally eell for lea. than $75,000. The grantae owne the nearby trailer park aa well ae several other tracte along Hollywood Drive. Robert C. and Andrea E. Sharp Paul A. and Kay A. Krui. schoolhouae Road Derry Townahip, Dauphin County, PA 8/24/92 14.86 acree $120,000 $8.075.37 '24-059-063 Agricultural Private well and septic The property ia located off ths Hiddletown- Hummelatown Road not far from the interchange with Route 283. The property was approved for eubdivision but was bought as a single-family lot. This is a partially wooded tract with spectacular viewa. Appraisers - Consultants 302 Markot street, Lemoyne, PA . SALBB COHPJ\RI50K ADJUSTHBIfl GRID COKPARAIILB SALIS I 2 3 I 4 5 ---------- ------..--- ---------- I ---------- ---------- LOCATION DEVONSIIIRB rISHINO PI12ASAHT I HOLLY1IOOD SCIlOO..... RD.' COHHO CREEK VALL ROAD, EAST I DRIYB IIOUSB RD. L. PAXTOH H. PAXTOII IlAHOYBR I L. SlIATARA DERRY ---------- ---------- ---------- I ---------- ---------- CONSIDERATION 'UOOOO $103000 '75000 I 065000 "20000 SUB IN ACRES 20.2534 35." 15.48 I 7.3' 14.86 PRICK PIR ACRB '7405. IS 52830.45 UOU." I son5.S7 50075.37 I 12/'2 011,. oOln I 07/n 00"2 DATa OF BALI .... .... .... I .... .... or CONDITION OF SALI 0.0\ 0.0' 0.0' I 0.0' 0.0' .... .... .... I .... .... 5740S .IS $2030.45 540U." I sonS.S7 50075.37 -------------------- ---------- -------- --------- I ------. --------- LOCATION. SUPBRIOR INFBRIOR ItlFERIOR I ItlFERIOR SUPERIOR .... .... .... I .... .... -10.0' 20.0' 10.0' I 10.0' -10.0' -------------------- ---------- ---------- ---------- I ---------- ---------- SUE 20 3S 15 I 7 15 U .... .... .... I .... .... 0.0\ 20.0\ -10.0' I -30.0' -10.0' -------------------- __n_______ ---------- ---------- I ---------- ---------- ZOllINO SUPERIOR EQUAL EQUAL I EQUAL INFaRIOR .... .... .... I .... .... -10.0\ 0.0' 0.0\ I 0.0\ 5.0' -------------------- ---------- ---------- ------...--- I ---------- ---------- UTILITIBS SUPERIOR EQUAL EQUAL EQUAL EQUAL .... .... .... .... .... -15.0\ 0.0' 0.0' 0.0' 0.0' -------------------- ----...----- ---------- ---------- ---------- -...-------- OTUER nJFERIOR INFaRIOR EQUAL SUPERIOR SUPERIOR .... .... .... .... .... 5.0' 20.0\ 0.0' -20.0' -20.0' --------------.........--- ---...------ --------...- -----...-...-- _____00__..- --...------- TOTAL ADJUSTHEtlTS -30.0\ SO.O\ 0.0' -40.0' -35.0' -------------------- ------..--- ---..------ ------..--- ---------- ---------- YALUB ItlDICATIOH $5104.31 U520.72 54DH." 55277.40 55240.99 PIR ACRE -----------------..-- ---------- ---------- ---------- ---------- ---------- VALUE INDICATION 5'7000 $05000 $9IDOO $"000 $"000 RANGI. 505000 TO 599000 HIDPOIIIT. $'2000 $40'3.62 I Sq. Ft. +1-7.6\ K2AJI AVO.. $'4200 $5010.64 I Sq. rt. +1-5. U JOSBPH HcGRAW Appra1sers - Consultants 302 Markot street, Lcmoyne, PA DBFINITION OF VALOR This appraisal estimatee the market value of the abovo interest or property rights. Harket Value is the major focus of moat real property appraiBal aBBignmontB. Both economic and legal definitions of market value have bBen developed and refined. A current economic definition agreed upon by agencies that regulate federal financial inBtitutions in the United Btate of America iSI "The moat probable price which a property should bring in a competitivs and open market under all conditionB requiBite to a fair sale, the buyer and seller each acting prudently and knowledgeably, and aSBuming the price iB not affected by undue etimulus".* Implicit in thiB definition is the consummation of a Bale as of a specified date and the paBsing of title from eeller to buyer under condition a whereby. 1. buyer and seller are typically motivated. 2. both parties are well informed or well advised, and acting in what they consider their best interest. 3. a reaeonable time is allowed for exposure in the open market. 4. payment is made in cash in United states dollars or in terme of financial arrangements comparable thereto I and 5. the price represente the normal conBideration for the proporty sold unaffected by special or creative financing or sales concessions granted by anyone associated with the sale. *Bource. Uniform Standards of. Professional Practice.1993 Edition Appraieal Standards Board of the Appraieal Foundation JOSBPH HCORAW . Appraisers - Consultants 302 Markot street, Lemoyne, PA 151 1173.01 1173.02 1173.03 1173.04 1173.05 1173.06 1173.07 1173.08 1173.09 ARTICLE 1173 R-l Low Density Residential District General provision. Reference to Standard Industrial Classification Manual (SIC). Permitted uses. Condltionel uses. (Repealed) Area regulations. Yard regulations: residential new construction. Yard regulations: existing residential development. Existing nonconforming lots. Yard regulations: nonresidential uses. 1173.10 1173.11 1173..12 1173.13 1173.14 1173.15 1173.16 Private garages and other accessory buildings. Impervious coverage regulations. Height regulations. Off-street parking regulations. Sign regulations. Fence regulations. Automobile trailers and mobile homes. Density. 1173.17 CROSS REFERENCES Definitions - see P. r.. Z. Art. 1107 General provisions - see P. r.. Z. Art. 1181 Signs - see P. r.. Z. Art. 1183 Parking - see P. r.. Z. Art. 1187 Fences - see P. r.. Z. Art. 1189 Condllional uses - see P. r.. Z. Art. 1193 Cluster subdivisions - see P. r.. Z. 1193.07(j) 1173.01 GENERAL PROVISION. In a R-l Low Density Residence District, the I'cgulatlons set fOI.th In this article shaH apply. (Ord. 82-8 See. 4. Adopted 12-20-82.) 1173.02 REFERENCE TO STANDARD INDUSTRIAL CLASSIFICATION MANUAL (SIC). (a) The Standal'd Industrial Classification Manual (SIC), 1987 edition, published by the U. S. Government Printing Office shaH be the deciding reference source In determ:nlng the SUitability of any proposed use, other than residential. to the R-l Low Density Residential District. (b) Some use categories referred to In Sections 1173.03 and 1173.04 arc referenced by their SIC Code Number. Permitted and conditional uses referred to arc deemed to include all uses classified by the SIC ~Ianual under the same code number, unless stated otherwise. (Ord. 82-8 Sec. 4. Adopted 12-20-82i Ord. 88-13 61. Adopted 8-1-88.) 1173.03 PERMITTED USES. In a R-l Low Density Residence Dlslrlcl, no building or Innd shall be used. and no building shall be erected which Is arl'nnged, Intended or designed to be used for other than one or more of the following uses: , " ., 1173.04 PLANNING AND ZONING CODE 152 SIC No. None 821 823 824 866 9221 9224 None 7992 6553 43 None . . . r -~i.J V-' . J_',.....':'*',."-r.~ . . ~ t.> (r Category Dwelling, single family detached Elementary and secondary schools Librarlcs and Information centers Correspondence schools and vocational schools Religious organizations Police protection Fire protection Municipal uses including recreation Public golf courses Cemetery subdividers and developers (when located with 0 cemetery) U.S. Postal Service Accessor~' uses customarily Incidental to the uses permitted (Ord. 82-8 Sec. 4. Adoptcd 12-20-82.) 1173.04 CONDITIONAL USES. (EDITOR'S NOTE: This section December 21, 1987.) was repe~led br Ordinance 87-10, adopted \ . ,...." '........t' \,,;...r- 1173.05 AREA REGULATIONS. - ~ (a) Where sanitary sewage disposal, or watcr supply and sanitary sewage disposal are provided by public off-lot. faclllUes, lots for single family detached dwellings shall have a minimum area of 10,000 square feet and 0 minimum width, measured at the building setback line of seventy-five feet. (b) Where both sanitary sewage disposal and water supply. or sanitary sewage disposal ore provided by private. on-lot faelllUes, such os wells and septic systems, lots for single family detached dwellings shall have a minimum area of 15,000 square feet, and a minimum width measured at the building setbaclt line of seventy-five feet. (c) The area of any tract or parcel of land to be used for purposes other than a single-family detached dwelling shall be of sufficient area to accommodate the physical structure(s) when complying with the required setbacks, Impervious coverage limits and off-street parking regulations of this Zoning Ordinance. (Ord. 82-8 Sec. 4. Adopted 12-20-82.) ; ..' . 1173.06 YARD REGULATIONS: RESIDENTIAL NEW CONSTRUCTION. (a) Front Yard. No building, main or accessory, shall be located closer than ~wentY-flve Ceet to the Cront rlght-oC-way line. (b) Side Yard. The minimum side yard for 0 single family dwelling shall be not less than ten feet, and the total width of the two required side yards shall be not less than thirty feet. A one story porch, either open or enclosed, and/or 0 carport or garage structurally attached to 0 main building may extend into 0 side yard not closer than ten feet to the side property Ilnc, provided .no living quarters arc cOnstructed above the carport or garage. 153 R-I Low Density Re51dentlol District 1173.09 (c) Reor Yard. Eoch moln building sholl have a reor yord or not less thon thirty reet In depth. (Ord. 62-6 6,1. Adopted 12-20-62.) 1173.07 YARD REGULATIONS; EXISTING RESIDI::NTIAL DEVI::LOPMENT. Where existing residences hove been constructed on lots which ore substondord either In area or minimum width, additions or olterotlons to such residences moy be permitted to Intrude Into required side ond reor yard setbocks up to nrty percent (50%) of the limits stated In Section 1173.06. In addition, a one story porch, either open or enclosed; on attoched goroge or corport, provided no living quorters ore constructed obove or to the side; or 0 potlo or deck, roared or not, moy be permitted to Intrude Into the rront setbock a dl5tonce not to exceed nve reet. (Ord. 67-9 67. Adopted 12-21-67.) 1173.06 EXISTING NONCONFOn~IINa LOTS. When a slnglo lot or pOl'cel of land Is sltuoted In or on a subdivision pion approved and duly recorded in the Dauphin County necot'del"s Office prior to February 3, 1956, and such lot 01' pOl'eel Is substnndard In regard to the regulations of Section 1173.05, and where It would be Impossible to conform to Section 1173.06 becouse of the substandard lot. and when the Building Inspectot. or Plnnnlng and Zoning Officer Is assured that the property ownet. hns acquired any nvallable adjacent land so as to conform to the at'ea and ynt'd requh'ements as nearly as possible, a pet'mlt for a single family detached dwelling may be issued, provided that: (0) If pUblic sanitary sewel' service is not available, a soli suitability test report and subsurface disposal system plan Is submitted by the property owner, and found acceptable by the Sanitary Officer to protect the health of the occupants of the Pl'oposed dwclllng and tlmt of thc occupants of the surrounding m'ea and the Township in general; and (Ord. '62-6 64, Adopted 12-20-62.) (b) Tho yard spaces around the proposed dwclllng shall not be less thon nrty percent (50%) or those specified by Section 1173.06 ror side ond rear yard ond not less thon twenty reet ror rrollt yards; ond (Ord. 67-9 67. Adopted 12-21-67.) (c) The proposed dwelling shall not be Icss than ten rcet rrom ony structure on an adjacent lot. (Ord. 62-6 /lot. Adopted 12-20-62.) 1173.09 YARD RI::GULATIONS: NONRI::SIDENTIAL USI::S. (a) Front Yard. The minimum rront yard shall be the same as ror R-l residential buildings, lr not over thirty reet In height. An additional ten reot shall he required ror each additional ten reet or portion thereor that a bulldlnll exceeds thirty reet In height. This exception docs not apply to church spires. (b) Side YOI'd. The minimum side Yllrd shall be twenty-five feet for any building not exceeding thh.ty feet In height, which minimum width shall be Increased by ten feet for each additional ten feet or portion thereof thot the building exceeds thirty feet In height. This exception docs not apply to church spires. (c) neor Yard. The minimum real' ym'd depth shall not be Illss than thirty feet, except that for buildings exceeding thirty feet In height, the reoI' ynrd shall be Increased on additional ten filet for eoch ten feet at. portion thereof that the building exceeds thirty feet in height. This exception does not apply to church spires. (Ord. 62-8 Sec. 4. Adopted 12-20-82.) . ,', I I 1173.10 PLANNING AND ZONING CODE 154 1173.10 PRIVATE GARAGES AND OTHER ACCESSORY BUILDINGS. (n) Detached private garages and other accessory buildings arc permitted which shall conform to Section 1167.13. (Ord. 85-5 Sec. 1. Adopted 7-1-85.) (b) Where an existing dwelling docs not meet the required minimum side or rear yard setbacks I a one story open porch. an attached garage or carport (provided no living quarters arc constructed above I behind or outside). an attached patio or deck, roofed or not. but not enclosed, or an attached storage shed may be permitted to Intrude Into the same side or rear yard to the same distance as the existing dwelling, provided the other setbacks and all other requirements can be met. COrd. 83- 9. Adopted 10-17- 83.) 1173.11 IMPERVIOUS COVERAGE REGULATIONS. The maximum permitted Impervious coverage shall be thh.ty percent (30%) of the total lot area. (Ord. 82-8 Sec. 4. Adopted 12-20-82.) 1173.12 HEIGHT REGULATIONS. Single-family residences shall not exceed thirty feet In height. and other permitted uses shall not exceed fort)' feet In height, except as provided In Section 1107.89. (Ord. 82-8 Sec. 4. Adopted 12-20-82.) 1173.13 OFF-STREET PARIONG REGULATIONS. Regulations shall be in accordance with provisions contained In Article 1187. (Ord. 82-8 Sec. 4. Adopted 12-20-82.) 1173.14 SIGN REGULATIONS. The placement, t)'pe and size of all signs el'ected in a R -1 Low Densit)' Residential District shall be regulated by the provisions of Article 1183. COrd. 82-8 Sec. 4. Adopted 12-20-82.) 1173.15 FENCE REGULATIONS. All fences shall be subject to the regulations of Article 1189. (Ord. 82-8 Sec. 4. Adopted 12-20-82.) 1173.16 AUTO~IOBILE TRAILERS AND ~IOBILE HOMES. Automobile trailers and mobile homes. regardless of whether or not they have been removed from the wheels and Installed on a foundation, and whether or not they have had additional construction added to the same, shull not at any time be construed as residential units in a R-l Low Density Residence District I and shall not be permitted in this classlClcatlon. (Ord. 82-8 Sec. 4. Adopted 12-20-82.) ,1173.17 DENSITY. Any subdivision of land for the purpose of development of single family homes In the R-l Low Density Residential District shall have a density ratio of not more than three dwelling units per gross acre. COrd. 82-8 Sec. 4. Adopted 12- 20- 82.) JAMBS J. HCGRAW, APPRAIBBR!BROItBR JOSBPH Hc<lRAW, INC. 302 Market street: Lemoyne, PA 17043 717-737-0415 QUALIFICATION ORBB'l' EDUCATION University of Notre Dame (1971) B.B. Dsgree in Business Administration Psnn Btate University 50 Credits toward H.R.P. (Haster Regional Planning) American Institute of Real Estate Appraisers Courses Passed I Real Estate Appraisal Principles (lA-l) Basic Valuation Procedures (lA-2) Capitalization Theory & Techniques I, II, (lB-l, 2) Valuation Analysis and Report Writing (2-2) Standards of Professional Practice (2-3) CBRTIFICATIONS, LICBNSBB AND HBHIlBR5BIPS Pennsylvania Certified General Real Estate Appraiser 'GA-000022-L Pennsylvania Real Eetate Broker License 'RH-045089-A American Institute of Real Estate Appraisere-candidate (H.A.I.) National Association of Realtors-/oreater Harrisburg Board Hember REAL BBTATB BXPBRIBKCB 19B6-Present 1981-1986 1980-19Bl 1979-1981 1975-1979 President/Broker of Record - Joaeph Hcoraw, Inc. Staff Appraiser/Vice president/ Broker of Record - Joseph McOraw, Inc. Redevelopment Director - City of Collidge, Az. Real Estate/Relocation Officer - City of St. Charlea, Ho. Real Estate/Relocation Officer - Dauphin County Redevelopment Authority, Steelton, Pa. 'l'BACBING BXPBRIBKCB "Appraieal of Income Producing Property" The Institute of R.E. Studies (30-hour, 2 credit: course) TBSTIHOIfY U.S. Bankruptcy Court Dauphin County Court of Common Pleas Dauphin County Board of Assessment Appeals Cumberland County Board of Assessment Appeals Adams County Board of Assessment Appeals Dauphin County Board of View JAMBS J. HOGRAW, QUALIFICATIONS '1'n'BB OF APPRAIBALB COHPLIlTBD Residsntial - single, Hultitamily Condominiums - Residential, Office Farms, Acreage Otfices - Single to Highrise Btores Nursing Homes Service Btations Restaurants, Tavern., Hotels Truck Btops GBOGRAPHICAL ARRAS SBRVBDI Page 2 Subdiy1Dions Warehouses, Hanutacturing Truck Terminals Bchools Churchss Psrtial Interestl Leuehold Life Estate Easements, Rights-of-way Pr1marYI Dauphin, Cumberland, York, Perry, Adams, Lebanon, Lancaster Counties Other Areasl Chester, Berks, Lehigh, Franklin, Northumberland, Schuylkill, Honroe counties APPRAISALB ct1RRBK'1'LY ACCBPTBD ATI Hellon Bank (Commonwsalth) Dauphin Depos~t Bank & Trust Fulton Bank HarriB Sayings Farmers First of Lititz The Hershey Bank Pennsylvania State Bank Farmere Home Administration Hamilton 8ank York Federal Savings Association Pennsylvania National Bank Commerce Bank Lebanon Valley National Bank Dauphin National Bank Resolution Trust Corporation . ........~...__... -, ...,------- f.)l!am60i~l16jj ,... .,1..'..'_"'....,......-..."............ ~...~,., .~. .. ,... ...._ CO.. ................ ... I I I 1 I . i i \ ' I \ \ \ \ \ :', I \1 I . i \ l ' ,.."rom..I, 11,.1 ~, lloc.. 1."..,,1' .\n" &,,"1, ~"~.I,,, ..II. .II,n, on' "a, ",,,,, 11,,1 \ i , tiJlln[lIIlinlU IIII' ..t,\O""lc'" their h.l.. ,,,,I A..Ij:,u,A~~ THAT CERTAlIl ! hilt 0 land' tUlt.e 10 Lowat PIltton T't\'P', Olup'hLn Co, patb I' (ollo"''' I .: BEGIIIIlIIlG.t. ,pike In the center 01 ~eglllotlve Routo 22 21, .1'0 \ \ knonn ., Colonlel Ro.d, It the Inter,eetlon 01 ,.Id rOld with Tonn.hlp ROld 493. 11.0 knO.n .. Cru~' Mill Ro.dl thonee 50uth 11 d.gree. 41 minute, ~7 .econd. EI.t Ilnng the center of Legl.letlve Route 22021, two hundred thllW Ind thirty-eight one-hundredth. (230.36') leet to I .plke, thenee .outh 66 degre.. 32 mlnut.. W..t \ .Iong property of E.U.B. Church, Dr. John,ton Ind 51mon B. Colem.n, two thoU.lnd one hundr.d .eventy-two Ind thirty-five on.-hundr.dth. 1 (2,172.3~') feet to . pin' th."ce Ilorth 2 d.gr." 33 mlnut.. 36 I IOcond. Ellt elong Simon B. Col....n end Oll' P. Dod,on prop.rty ! three hundr.d flfw-nln. .nd .lxty-!lve one-hundredth' (3~9.6~ I I ' hot to I polnti thence South 06 degre.. 19 mlnut.. 11 IOcond. Eut I .10ng ..Id Dod.on prop.rty two hundred !lfty (2~O') h.t to · polntl' th.nce Ilorth 0 'degr." 26 mlnut.. 16 seeond, E..t .Iong urn. thlrty-. two Inl) I.ot \0 I polntl thence Ilorth B4 degre.. 24 mlnut.. 7 I ..cond. EI.t Ilong ,"me fllty-elght Ind thirty on.-hundredth. (~B.30) het to . point I thenc. Ilorth 2 degre.' II minut.. 34 .econd. West aiong .ame five hundred .Ixty Ind twenty-.even one-hundredth. (~60.21') re.t to a point I th.nce south 67 degre.. 37 minutes 41 ..cond' W..t I aiong ..m. one hundred t..nty-one and ten one-hundredth. (121.101) I reet to e polntl thence Ilorth 14 degr." 19 minut.. 22 ..cond. Ea,t I Ilong land of Ru...11 C. Ciick ..v.n hundr.d .eventy-,Ix and .Ixty- . ..v.n one hundredth' (776.671) roet to I ,tone, thence Ilorth i6 \ dog'..' 31 mlnut.. 9 .econd. We.t 110ng ,Ime nine hundred .eventy. ..ven Ind llfly-vlght on._hundr.dth. 1977.~0' I le.t to e brO.n ..nd \ Ilone monumentl thence Ilorth 73 degre" 4 minut.. 9 ..cond. Ellt , liong Iond of Lvwi, Kunkl. E.tlt. on. thou..nd three hundred ,ixW- i ,even Ind thlrt.ln one-hundr.dth, (I.361.i3') f.lt to I 1~ Inoh ' Wllnut treel thence sou,h 4 deg".. 22 mlnut.. IB ..cond. W..t o1ong \ Iond of WlIllam C. Ilorton on. thouund ..yen hundred twenty-.Ight and ILxty..e19ht one-hundredth, (1,728.681 J feet !-o · pLnl thence \ I south 47 degre" 2B minute. ~6 ..cond. Ellt elong ..me four hundrtd , elght-flv. and for,y-three on.-hundredth. (4B~.43' 1 feet to a plnl i thenee ~outh ~a deore.S 48 m~nutel ~B.mcond' ea,t alonQ I.me thE" hundred dltty..twO and forW..dx one-hundudthl (362.46i) teet to. \ pin I thance south 64 de~I.t' 1 minutes 2~ s.condl EI,t .lang ,.me one hundred sbt.y..uven and ei.9htyone...hundredthl (1.67.80') feet to · .plk. In tha c.nter 01 tha aloreuld Logl,latlve Route 220211' thenc, along the centerLine of laid Le9i.slatlv. Route in I southerly dlroc- t10n .10ng I curye to the left. 'and havln'il I radius of 1,637.'28 h,t I , . ~Il: ~~n ~ H.: :,~~ \ ._ .".,...._....,..,.,----.. ..__ __--.t. ,. 1 : , flthin Itu1l1thtl~ ii/nllt tIJt l"h d., ./ AlI9u't In ".. yrtfr of our Lord OIl.IMIUQIIJ rUM lJ,lct\1Jttll central Indu.trlel BUIln'" Corporatlon with 1ts Clmuon 5\.nlt, Harrisburg. Dauphin '."'lIfrrd GIlII Shty s.".n SuUdln;, "lnc'l I p.nnlyl.....nh rVlj1h\.tud off ee at 100 North Count~. p.nnlyl~.nl. (1Itrtln.rll~r untal lIlf' G..,,\or ~. 0' ,',,' onl! p...... Ind John R. Muth, JOh,n C. Bucher end lIuolld J. 5t.hle, Individual pet ton. (brrrind1cr ailed we Gr.n1rel ), a' we olllrr IllrU WillIClS5Cth, Tl..I .10, ..ld O".I.r I.r ..d I. ,..old""I.. nl "" .um el One Hundred Ind Eleven Thouund llln. lIundred .~d Ttjlrty Two Dnlluf...I.1 . (su.932.001 .'''''''1 ..( II.. \1,,'1"\ Sill" .1 Amcr''', u.'. i \ w,1I .n.1 I"'" r.t.I \.1' 1100 ..ld 0,..,0.'0 . .1 11,.1 1"ln,. I'.. ".11.; ..,1 d,II"" .1.1"" rrr!,nu, II.. ""II" ..,,,,,., 10 1 lu,,'~)' "~u"."',I.,,I, I.., ,,,..,d, ~"!.'n,,I, ..1.1. .lIen,'\, ,ul,na,d. ,,'e..,,1 oed ~ ".:::;::::~--' ---.-...-. .-.....-.... ;, :.;_........ ...~ .--.- .~ , _..,-........-.. ____~.....:------h ~~ ., I , I , . OO~l3I~L601Ij634 . (or the .re dht.nce of 149.~O het the cord burlng and dhllr,Cft of said Irc bvlng South B degre.. :>3 rrl'1ut., 11 utondl EOlt on. hundred forty."!". and flflr.flve one-hundreJtha (149.~~t' f',l to . 'pikel thenco South 1 d~Qr... 41 mInut.. ~7 I.cond~ Eau .long IIlne two hundred (2001) fl"t. to I splkft, the point .nd ph" of BEGINNIIIG. OJUTAINJNO 93.81 .cr., Iccordlng to . phn of .Ulver by Cleu. F. FIstlng, Rvgllt.t.d Survlyor, d.ted Uovtmbn 1, Q6b. HAVltlG THEREON ERECTED. 2Jl Itory dw.lllng hOUII, . two Itory barn end oth.r outbuilding., i , BEIIIG THE SAME PREMISES conveyed to Centro I lndultrlal BIIlIdln;, I Inc" Or'otof her.ln, br S~I.n B. F.aoatht and Paul C. Spehr, E..culor. of the L~'t W 11 and Te.tament of Lilli. M. Behlen. .nd "arry J. 8ehrenl, widowe'I and heir or LUli. M. Aehren. ! by thelr deed dated Decemb,r 0, 196~, recorded 1n the Orrlc. of the Recorijer of Deeds In and for D.uphin County. Pennsylvanla, on O.cember 13, '196~t.ln and Book "h", Volume ~1, Page 181. '. . '. I :1 ." ~'. . I~ f':j:~' (::~'/~;::~:'t:! .. ....11..'11'11'..." "'AU .... . ,;':.;. .., "",.. ..,n '. "",-;, t:f:" I ..' .--;-;a.. I in.. I:'~ '1~" ^ 1,1-::__ e... ,,~~"'-_ DallPtlh, Ctlollll)', f'tlllltf',anla 1/11 Rul hl.le Tun,!" Tn /.L . O.ltE':.l.:J.J J.ml.r:~-;l:: ~-& ,..- ~I;~~~rt .' . , .' . ~ '. ii.l!1itIl;'.im1.Q,. ~.:J#l1.H:i~~~ ),.....,'1...' '.i: 1',..';:i:-ltffiTtflil'. ',....... :JLV....iil' Tiiw-' th (fi:r;n. ',. '1..\..'" 1,1" 'I 'I~ I \I~~J '''''''' "" .",.. '~" .... ".,,~ ~.,,' '~i~ '..<J' ". "~'::-I':~~Ud 2""';l:'b. J. ~..I'..: In. P\,.?:..f. fit ~,:,1UI'::;' f: ~i..:'\t ~ '~';"I..r:.lt.-i tI. fl.. (,1.1',..(. ",', :' ~\.r \'f.ly,' Q, '.'eJ ""l",~ _~. ,-,I\"'} rl... d,.,lr: t....r.;. '.(\:' '.:~' '." "-i: ~ 1'~':'l .~ ~.,ItI.'...:'1 . .~.' I.."U" ~"'.) '~1 . Bl'~I.(~::f ~tki$ I"':':~';I \~~...:',:.~t.tlll"" ;1,'.~Ll. ~':~~~~r.!t"'J .li:-&i nisU tkt.., #J,.~U 1.... 1'.':.."....1/; .tJ!t0...1i! ,\1,J~~"lir tIEtII"l[(itiSi'J;m )i.l!o:iqjll'fi(I.JI';.'~'~.IiWUiln l>;;:.llll j'I"(IIJfrl\~;i!ill(J~lii1 ~1i'i!1illll:iJ(~ hij,illfli~"ff i'....... ,'. 'c...I;'\.." t':" '(I;. q'i~ "~,. i" l\ "f.! liI".. 'j ~I'(;Y:~J: t?6l!.~.J J/~ilr,~/ :'/,~fl'~ ~'l.:;'{i~\JG~\~nM fffvj.t'J'!i 2"'~~'Ii:H. ~~, \. ~:ut rti..ft:~~ ""':niJi.~ .. ., lUU il"'I~l'Hl iill~\l , 'ffirt , . !iY.tI~.~ , , ... '. -." -.........---..--- , ' ., ," '.. ':" . II' I , I , I. ( I ~ i I j ; \ I , . I , , I ~ i ,i ., . I ~ ) 1 I . ! I i ! i I I . I . i 1 " , . . \ ., . r- ,............."'. /. Bii1.iJl~l60i!CI6J5 orond Orr .hh .11 .nd .Iupl., .. .. .. .. .. Iml"...rm'DU, ."" .Hcrl., .1It'1" 11....Se., .,1''', ,,,,'rt_rourle., rlthl', IIh,"I"., l"hUt,"', h..redll.muII 11111 "I'lnUlen.ncc:. "b.uoucr lhrreUlllo bclonstns. vI In .nr .1.0 'rrerllllnln" .nd till lr.u.,~I'IlU .ull rcm.lndt.r., renU, 'lIue' Iud pruG.. &hurc'. .ud .11 tb. ...,.Ie, ",b" 1111,. Inh,,..,I. 1"ollCII,. el.iN .nd drm.ad "II.lIocur of Ih, ..Ill Crltllor ,lu I.w. cquh,. or Illlu:,,,I'4t ho."ocyel, 01, In, .ad 10 tho ,.ID' .ad ..e" r'" 11":1101. Q!:O bnbe nnb to bolb th....,d I., ., pl... .r pVDd .b... d""lh,d . . . - t\, I , I .. .. .. .. .. .. .. .. .. .. .. .. .. .. ~ .. ..'.. .. .. .. .. .. .. .. httTdllalneall lad lall!adcd to 10 lit, wllb Ibe 'rrurte:n.blCll<t unto Iud Ai.lp., 10 .ad lor lbe oaJ, I tholr holu rrcmbl" hcreby Ina'rd. or mratloDrd .ad tho ..ld Gr.ntee I, their helr. proper UIe Ind behoof Dr dlt ..Id Gnulu " .ad Aul",. rOfenr. " lanb Ih. ..Id Central Indultrhl BvlIdln9. Inc. Grentor hereln , bd _, b,llIue r"" nl' ('ona.nl'I"nt anti ."re ~ to 11111 wilb tbe ..1-1 Grlnt'e s, their hilt, .nd A..IJ:UI, 11111 I. th" ,..1,1 Contul Industrlol BuUdlnljj, IhC., Cuntor her_ln, i its II:llgns and 5ucceun,. IU I 11111 .ln~lllft lhe hrrr,lihllllr.ull Iud rrrnllltl he,dn de.c:rlhcd lUll 1"lllrtl, or nlculloned Imllnlr.llIlr,lllI tn hl't with ,he 1IIIIlItlf'III1Ucr'l unlo Ihl" ,,,1,1 Granite." their httlrs 11II) ^1I1~nl, 'G.iult tbe ..Id Central Indulitrhl Building, Incl,.its asl1gnl and !' SUI'I"..II'r", anll IgAln" .ll 11111 nc'1 olbcr rcuon .1111 l'rurm. wllOmloc.rr l.wlulI7 cllIllIllllf: IIr In ..lllln! Ill" 'Dllln or In)' )llUl Ihf"l.'Or,>tij~Ji<I)1~tu<KJ(Jat .. .. .. .. .. .. .. .. .. .. .. .. ~~'<~ct~XU51..11 1"11 Will .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. W.\IHlANT .",1 11Irr."er Imn:Nn. ,..:.'.' ,. 3111 ~1~nI66 WOlllol. .... I., 1119. \ .,ahb anti )DtllbUllI "':II'TlllrJli....".O'1Il11 I ........ At~e,tl'" ~f.( 1 itJ " Secre y ~ . ~ . ( ')~",f"'.li~'.:r'l~~;~::' ~d ~,. . .' . '''' I j "l ...:..........--- ----.-.. '. , , ! : '1 I , I I I " I ' I j I n.C:OIWr.011l1l"OJJi"'J.'I/"'.'d/1I8.lo..J'loalldl.,6)"..,.I'~""" StTv.J,,~ d' l 1, . '1.0",1 nook 8 :;J;,' '0 1"'6" d.ii k. I WITNESS 0'1 Mod and ,..1.1 Off"'" ,hi. :1-a... I i """./~ .Aoo.!l.m/IlIJ'~I",,_ . :'l ,..-,-.-.. . .---.- -~~~~. -" __5S1__._ ...:.-.:....:........I.~ .' " ~ .' I.. B!Jl!:8i!lL50:lrJ.635 GliraIl'ID""'f~'J ",4t~.., '/'4t......'....,.".,tAI~G,..," \\'ITHU5 I\T SlGNINGr } 'i: ON Till l~th August ..,0/ ~... p,.... If61. tlf.t, ~. ,1.1 '_If'''''. NOrMV PUBLIC, 1n And (or said Dauphin County, Pennlylvl:11:1 ",,,..U,.,,,,,,I John R. Muth, Pruldont of C.ntul Indultrhl Oulldlng,. ."J.,1{),~,'~.J1 sworn .",,4;', II..... -I' 11,. If ..., "",ull, ,r,,,,'" ,i, """MII ",'" "'~.. ,./",,,,,, ,oJ "It' IU ""''''" It ""..." ,,., ",k ;.WI ,~,_,," 1",.//,,1 141",,; '.\.1141 ",1" "1,,1" Il, filii..... It ,~,.,." ,,.,., ,.,,.W C.,,..,,l..:..., 'A, ..WI 'oJ,..,.." '"' ,.1, ".111-' i,'i,.."., the PI"lid,"t I and S.cretary ",.,,,HI ''''_II,..,.~ ,., ,., ",..4 l'f.."A,,,W C."".,...,,, ,.,.,,,.-1 '''''H, '.mi....,.'...,.. I I I I I i , I I I ,.4,,,,",,,..,,,,,./.'j,Johil R. Muth "Preoldent ......'Harolld J. Stahl. .,Il SQc.r.tar~' ""4I"I4C,r"'rwI"",''''Hrik4I,.''''''I~''~-'''''~'~ '1I111",ln.' i/t I., ,,,"..1,, ,.41tIif.",.", I" ,'''', ,"I ,.,,. .1 .~", ''''ltlit, h.4..1,;.". S'tIO r n to ,oJ ,.h,riJ,4 t,/." N'. '" J., .... ,,,, _IIf'HW, W',.", Ill, "OIl ,-4 notari8l ",d. ..... r:-' ~, .I~ ? C II. 'J ~ !"::t. ' ,t;"IT~,.!,,u,...,.;,JI'h""i.'H"rJC,...lt,,, 100 North C8Ml.!rOn St'reet, Harrlsbur91 l.)1.. f..~.!;!:; Penn"ylvan;. J'i:.- 1I1~: r.Q, J ~ lr'~; ...., '~ O..,IIII",,,IIC,,,.'tt .'tlQ,'1::' , I ~"" I :. ~ " ., , ' ; '": to _ ....... .....,. .. ..-..._.... ...iI..,.,. ..' ..." ,.., 4'~ .... , .: " 'I ,......: I :"i~i ~.~ Ii v, "" \. I ~ """l" I' ~"\~ .p'~V , I , I II .. " .., u ~ Pl d I ~ I ~ J -I r ~ .. ," " ~ . ~" :-.e: ..,.... c ~l ... ~2' ..... ...., ...... c;.~ ~.R o ... . . u.... .., c.. ..,~ 0" ... ...; .., ...., ~.... ",... D . .. a::il c fill ..... ..~. -,. ,........, ...."..........,......".....'1'.1....'... '." . , ., , i I , I ..\ .. \ :~ 1 :" 1 ~ --'r~~ ....1 ! I . .. I I , I \ t I I \ . i I , I, I i ~ I , I I: I. . , 1 --- \ I I I 0.46 ACRBS I I JaNGB HIOBWAr I I BOROllOH OJ!' HARrSVILLB I I PBRRX COllN'l.'r, PA I I I \------------------1 JOSBPB HcORAW . Appraisers - Consu~t;ant;s . 302 Market street, Lemoyne, PA Ha. stephanie JUeinfeltsr Page 2 Based on my inspection of the property and my analysis of ths market, I est1mats the currsnt market value for the property as of July 31, 1994 to bel TWO 'l'BOOBAKD TWO BlJNDRBD DOLLl\R8 * * · $2,200 * * * Rsspectfully submitted, I:::J ~~/~ PA certified General Real Estate Appraieer Certification 'GA-000023-L JOBBPH HcGRAW . Appraissrs - Consultants . 302 Markot street, Lemoyne, PA 0.46 Acree, Ryo Townohip Deccmbor, 1994 pago 4 of 10 ASSUMPTIONS AND LIHITATIONB OF APPRAIBAL This appraisal is an unbiased estimate of the nature, quality, value or utility of an intereet in, or aepect of, identified real eBtate. An appraisal is based on selective reoearch into appropriate market areael aeeemblags of pertinent datal the application of appropriate analytical techniqueel and the knowledge, experience, and professional judgement neceseary to develop an appropriate solution to a problem. · Appraisal is not a Survey It is assumed that the utilization of the land and 1mproyemente is within the boundariee of the property linee of the property described and that there ie no encroachment or treBpass unless noted with the report. No survey of the property has been made by the appraiser and no reBponsibility is aseumed in connection with such matters. Any maps, plats, or drawings reproduced and included in this report are intended only for the purpoBe of Bhowing spatial relationshipB. Appraieal ie not a Legal Opinion No responeibility ie aBBumed for matterB of legal nature affecting title to the property nor is an opinion of title rendered. The title is assumed to be good and marketable. The value estimate ie given without regard to any questions or title, boundariee, encumbrances, or encroachmente, except aB noted within the report. It is assumed that there is full compliance with all applicable federal, state, and local environmental regulations and laws and that all applicable zoning and uoe of regulationB and reBtrictione have been complied with, unlese a non-compliance or non-conformity is etated, defined, and coneidered in the appraieal report. Appraieal ie not an Bngineoring Report Although the appraisal may contain information about the phyeical items being appraised (including their adequacy and/or condition), it should be clearly underBtood that this information ie only to be ueed as a general guide for property valuation and not as a complete and detailed physical report. Some items ouch as conditions behind walle, above ceilinge, behind locked doors, or under the ground are not exposed to casual view and, therefore, were not inopected. If not expooed to view, the accuracy of any etatemente about insulation cannot be guaranteed. It is aseumed that there are no hidden conditions of the property's geology or structures that render it more or leBs valuable. No reBponeibility io assumed for such conditions or the engineering studiee which may be required for discovery. Since no engineering or percolation tests were made, no liability is assumed for eoil conditions. Sub-surface rights (mineral and oil) were not considered in making thie appraisal. I strongly suggest that an appropriate expert be hirsd for a detailed investigation, if deeired. . The Appraisal of Real Estate, Eighth Edition 1983, AIREA JOSBPH HcGRAW Appraisers - Consultants 302 Markot Stroot, Lcmoyne, PA ~ 0.46 ADreo, Rye TownBhip Decembor, 1994 Page 5 of 10 ASSDHP'1'IONB AND LIHITATIONB OP APPRAISAL (Cont'd) Appraisal io Hade Undor COnditiono of Uncertainty Information provided by informed local sourceB, Buch as government agencies, financial institutionB, Realtore, buyers, sellerB, property ownerB, bookkeeperB, accountants, attorneys, and others is assumBd to be true, correct, and reliable. No reBponsibility for the accuracy of such information iB assumsd by the appraiser. Sometimes, the individual ordering tho appraisal, a vested interest, will supply crucial information neceBBary to completion of the appraisal. When the appraieer finds thiB informBtion to be conBietent with hiB experience, inspection of the property and overall market indications, he accepte and uses it to reach the defined value estimate. The appraiser accepte no liability for fraudulent behavior of any vested interest. The comparable sales data relied upon in the appraioal is believed to be from reliable eources. Though all the comparableB were examined, it was not poeeible to inepect them all in detail. The value conclusione are eubject to the accuracy of oaid data. All yalueB Bhown in the appraiBal report are projections baeed on the appraieer' analyses aD of the date of the appraioal. These values may not be valid in other time periods or ae conditione change. Since mathematical modele are based on eBtimatee snd assumptions that are inherently eubject to uncertainty and variation, we do not repreeent them aB reeults that will actually be achieved. Bxiotence of Hazardous Subotanceo In this appraioal aesignment, the exiotenco of potontially hazardouo subotanceo used in the conetruction, maintenance, occupancy or environment of the real eetate waB not ObBeryed by me. I do not have any knowledge of the exietence of such materials on or in tho property. While I have made a reasonable effort to detect any baBiB for concern by personal inspection and inquiry regarding the nature of current and preyiouB occupancy, I am not qualified to profeseionally detect or verify the existence of hazardous substances. The client iB cautioned that subsequent verification of the existence of hazardouB BubotanceB may have an effect on the value of the property as eBtimated in this report. I urge the client to retain an expert in this field if deeired. JOSBPH HcORAW Apprsisors - Consultants 302 Market street, Lemoyno, PA 0.46 Acree, Rye Townehip Docember, 1994 Page 6 of 10 ASSUKP'1'IONS AND LIHITATIONB OP APPRAISAL (cont'd) Use of thie Appraieal This report iB "Proprietary and Confidential" and is the exclusive property of Joseph HcGraw, Inc., and neither ell, nor any part of the content of the report, or copy thereof (including concluBions as to ths property value,) shall be copied or disBeminated or uBed for any purposes by anyone but the client opacified in the Function of the Appraisal without the preyiouB written consent of the Appraiser. Neither all, nor any part of the content of this report may bo conveyed by anyone to the public through adyertiBing, public relations, neWB, eales, or other media, without the written consent and approval of the Appraiser. The intent of this proyiBion is to limit the liability of the Appraieer to the specified client only. JOBeph McGraw, Incorporated aBeumeB no responsibility or liability for the reliance hereon or use heroof by anyone other than the client Btated in the Function of the AppraiBal. If the client deB ires to give a copy of this report to a third party not named in the report, the client must agree in writing to defend, indemnify, and hold JOBeph McGraw, Inc., harmleee from any claim for liability for injury or 10sB sUBtained or alleged by any person or entity not a party to thie aSBignment, which claime injury due to reliance on the contentB of thie report. Teotimony by Appraiser I am not required to give testimony or to appear in court by reaeon of this appraisal with reference to the property in queBtion, unleBB arrangements have been previously made. Typo of Roport Thie is a summary Appraisal Report which is intended to comply with the reporting requirelnente Bet forth under Standsrd Rule 2-2(b) of the Uniform Standards of ProfeBsional Appraisal Practice for a summary Appraisal Report. As such, it might not include full diecusBions of the data, reasoning, and analyses that were uBed in the appraisal process to develop the appraiser'S opinion of value. Supporting documentation concerning the data, reasoning, and snalYBes iB retained in the appraiser'e file. The information contained in this report ie specific to the needB of the client and for the intended uee stated in this report. The appraiser ie not reeponsible for unauthorized use of thiB report. This type of report is intended for a limited number of usere, who have some knowledge of the real estate being appraiBed and its enyirone. JOSBPH McGRAW Appraisers - Consultants 302 Market street, Lemoyne, PA ._- ....-.....-.....-.,-.. . 0.46 ACres, Rye TownBhip December, 1994 page 8 of 10 FUKCTION OF '1'BB APPRAI8AL This appraisal iB prepared at the direction of Richard R. Lefever of KcNeeB, Wallace & Nurick to be used for eBtate tax purposeB. DATB OF '1'BB APPRAIBAL The effective date is the 31st day of July, 1994, which was the date of death of Harolld J. Btahle, Sr. PROPERTY IDEK'l'IFICATION The property being appraiBed is a land-lockBd, 0.46 acre tract of land located at the confluen~9 of Trout Run and FiBhing Creek off Kings Highway in the BOrough of HarysYille, perry county, pennsylvania. It iB also identified aB Perry county Tax Hap parcel ,150_l52.07-2B.l. The legal deBcription found in the 1952 DeBd of Transfer indicates the property is within Rye Township. The borough manager inBists that thiB site was in the Borough of KarysYille prior to 1952 and that the legal description ie not correct. All data collected by your appraiser from county and borough offices ie conDistent with the manager's conclusion. OWNERSnIP HISTORY The subject property was purchased by the current owner, Harolld J. stahle, Sr. from John E. Keough, et al, on Hay 17, 1952, and recorded in the Perry county Recorder of Deeds Office in Deed Book 145, page 269. The indicated sale price was $5.00. The property preYiouBly transferred from Nellie K. Bell, et al, on February 16, 1951, and recorded in Perry county Deed Book 143, Page 21. The property is not, to my knowledge, currently lieted on the market for sale, or under contract for Bale. JOSBPH McGRAW Appraisers - Consultants 302 Markot Btreet, x.emoyne, PA 0.46 Acrea, Ryo Townehip Cocumbor, 1994 LAHD APrnAISAL nEPonT CrI--1WW>>....J'.. f,i1'AHLE,_SH. _ f~..... I.... _ u/{\,.-. _, __ Lt..l""'....,.,n. ._ 1 ~o.- ,,"~ttA.>>.u ocr Kirtg:L!!i91~,,'y ____. _ ,_.___---.!~__ Col.-&rySvt11n n,...,rnI'9" r~"41__!Jl!rl'Y... ',..'~.1IA.. _____ 'tllu~'_._~____ l"-OnC\'llInnJl...AfLncrcJ;.rLlct_nt.inlctf;CClion_o( ""1611111\,1 Cn'Ck.flIllJ 'J'luul !~\.UI....._ ______ ___ 8MI"'~.' U/^ b4i'-dS.wJYft__ lo""'''''".JI/^ t'~ h'.~I.'htn"'...~" XJ..... 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NWIDrokar___ .--, Ci\ -- .l'll..S/Jlro~.ol:.-r-mI_ tJtGCflll'IIOtl _LA.""'~~"_ ~-E~~"~~'~__L~,.~,~,,=,!- ---.!~_OC"II'ltotl I ,,~,,__, .J!B/JlJ i _Q]I.')~ I -- ML9J I ....E'q>n' l- .Fqual i-___ .fujor..roaLWDDDL JliwrfmnL-Ll2000J. Jlivar!ront_j_l4000L .Equnl ; I '_1__ __I _O.46..l1c--j _0.J9.0C_; .J.21.oo I 100L ...I'uhlic-=<L-i_12ilDOJ. ~LI=i~ii"o:w-:=l_UOOOL .rublllUOO.<Lj...l.200DL C1sh I Cmlh . j Cash ! O~I~h",J,4;OOo=~ 0;;'[29;'.,.,]..5';666- O~,,"i. J.offi)'" i -----.....--- i >< . ---- l 4,696 __--~----_ : 5,256 ! 5,130 ec-r.nt'01Ma<"lto.ta-1\l1 nnl"" nrcL1ocatcd.JJLthc_SUSquCllit!LS.ch(X)J_.~iGt.ri_~.'-pp io tho s~cct. 1\11 nnl,.." nra....non.:l\lild.,bln lots.-L\oJn tllO.flubjpc1;.~___.____. f1nrysvilla ~'Jh Oal. of a....,., '1InI~~ {J(SCllll'llOfl T"t-""~n" ~~.,n n At;. 1It'" 1\t"'r"nr.r. F.~~n" "etAct HaUll ~I ....,CordoIU'4ol ~.tUl .1:kuj)QLYi'luQ_ffi1Y_(:hmlgc .lr~ji1q:i~,r~i.~i4J;";~ cxtcm)ctl' to~ropcrtv. I rlfll104lc:flL'o::.,..t01.Mont.-WCighUs-CJi~Jlnlf;LIJ_uu.o to_p.rn~~YL_$~;jjoo (X!_r i)pro x 0.46 I!f $2,208 1UT1....TlTM~~V ..uDDlHID.O~'UaJICT""O'lm,...o, Jl!,ly 31, "",,aIt..,.I" 'L~lJfJAtJJ"!.r.r: ''''.-N.".......I''"".....,.oIrl_-rlll u .~I .1194 Inb<lS2,200 L_J{..IPhI "'.,.....)' \I...""""""'" APPBKDIX JOSBPH HcGRAW . Appraisers - Consultants 302 Market street, Lemoyne, PA 0.46 Acree, Ilye Townehip December, 1994 PIIOTOGIUIPIIS (Cont'd) KINGS IIIGllWA'l l'ACING WIlST KINGS IIIGIIWA'l I'ACING I'.lIST - NIlW CUI.vEIlT CVRIl TIlOUT IlUN IN 1'0lUlGIlOUND " JOSEI'll McGIUIW Appraisern - Conaultanta 302 Harkot Street, Lcmoync, PA 0.46 Acree, Rye Township ..10M.. "rOUGH ell D.I 'u 'h.U JOBBPH McGRAW DecBlllber, 1994 TAX HAP - - ,JOHN KtOUGH "01 "IHIU ",Gt1VW", ~. lA' .U" ~ [' [ I i / UN eUlts )12 V.a.LLU 'I' 3,a.l,..... po". Appraisers - Consultants 302 Harket Btreet, Lemoyne, PA JAHBB J. HCGRAW, QUALIFICATIONS 'l'XPBB OF APPRAIBALB COI(pLB'l'BD Residential - Bingle, Hultifamily Condominiums - Residential, Office Farms, Acreage OfficeB - Single to Highriss Stores Nursing Homes Beryics Stations RestaurantB, Tayerne, Hotele Truck Btope GBOORAPHICAL ARBA5 SBRVBDI Page 2 SUbdiY1aions Warehousee, Hanufacturing Truck Terminals Schoole Churches Partial Interestl Leasehold Life Estate Easements, Rights-of-way Pr1marYI Dauphin, Cumberland, York, Perry, AdamB, Lebanon, Lancaster Counties Other Areas. Chester, Berks, Lehigh, Franklin, Northumberland, Schuylkill, Honroe Counties APPRAISALSCURRBKTLY ACCBPTBD Ai': Hellon Bank (Commonwealth) Dauphin Deposit Bank & Trust Fulton Bank Harris SaYinge Farmere Firet of Lititz The Hershey Bank Penneylyania State Bank Farmers Home AdminiBtration Hamilton Bank York Fedpral Savinge Association Pennsylvania National Bank Commerce Bank Lebanon Valley National Bank Dauphin National Bank Resolution Trust Corporation . 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"u,h el,..t I"" ' 4t."flU c.t ItiO tnl I, .h~' .t .Ifln ....ot ,t o,."t.", ttl."n .to'" ... "fI", I" . lIu,,,uh IItr,.U..", . Ill'"'''' .t roo "'1 \I fI.fII"lI crnH 'M"n .h"lI l.fll"'ll cu.t! I.. loft .tltul, "",",,,, , IIltl'''~' ., 100 tn', \t.. pile' ,t httlnfll".. flEIIIO, put It u~ h"" .. eo....,I'~. 'Iltllll \I. "'", .1 ,I, \I J,M' t. U,y,,, .", .tlft C. ",.fI.,. to, ,11'4 ...1.. ""'101'" 'fI, Uti, r"'f'" I" h", rOll"" '''''' fl,,' "', '1l1'1. "'" I" ..111I .rt"t.ft 'IB CAMull, ..,,.,,t .,,4 ,."", I"'''''''' U.I putut, tIInto, """,... ... 'ft ."...... .",u..t. ,," .'",,,,,...." hlf"U'" ..I "_.1' ,."d' .,,11 ...h, \III d., 1,,11 ..r rt,.' .b",-"Itt.... 'Ih.. Ill" 11.11..". III tU r"'lrlt. .t 110 ,.". fI, tr.. ,,".1 !to.o&) J.",I a. '_IIIIIIiO" Jill" r. ..111I1I" CIf'U'" 8. tt.lctll, J. c. nnll" urAL) (lirAL) (CUL) (trAt.) "".."_..",,.t f."".,'U"lt.1 ''''flt, It hU, 1""'. en \I'd', \fI. nUl h, ,t Ih, .'&1, b.,,,, ., HI,blfl V. I..." fl. II""'"I II "HI .tthu, 1'.,,,,,.11, ,,""'10" .1.1111 r, "'1I11" I'" Ju'I t. UIIIIlI'I. 1:1" 'Ih, .M .I,,,,, C. Put"U ...J CU.\flll It. p"~t1.,, lilt '''', ~",'" ,. .. Ct, tt\l.htlll,lI, fir""" .. bl "" J""""I .h," "'1.'1 .tt hllurltlll ,. HI' .1\111" I..,I,,,.IM, l"oJ ".,.._hdll" ".~ 'II', . nulId 11'1' I~,", '10' H,' rllfrOI' '''H' I" '11""'1"'.. IIiI '11\U:118 nFltO', I "" 1'I.,u,,'o ..I &J IIIft1 .."d o"hl.l ,.11. 1I.,t>t,1 U. Pt..r lliFAI.) 't C.__I..II" "pl'" '''' tl,.t "',"h, .r J'''II.'' U~~. ,..IItIl" .t 1..11. I tit,..., ,,,Iltt t".\ u' p".I" Idd"" .r l'" 1I,.fI'''' tIt,.I" I. 1310 Ir.MI """II', h. C,,_t>"h~, r,. .. n. "'"t.-, "".tn', t~, Crtnh.. r",.". ".. u. 18&:1 '114 c.ar.nd t, 1I1,t.,t U. '''''n, lh,.,II". '1t111 0...... V.d' th. l"'Ib II., .t V., In \tI. ,.., "In""" IIllnotfld ~"'t tit,,"." lltl.ulI II.., C. "hlnM.'" 11010" I' .t Dlu_rl'tot !or....II". r.", C,\l.tIt,. r.., O"nl." I". Ch"I". r..t~l' ""'lIud ."d ou.I<II'" "..'I'I'"t. bit _'ft. .t III11tt.""" 1I0"lIlIb. ru" C.II"", ,.., .. '.n""l. b, U, ,"t1"".., C,,"tll', _U",."U, "'_1 In Im,U"'lI'" I ru.",.",.I". fhI".tr.d 111'1)0.00) fllthfl. III t1tnd p'ld. Ih' ,...Ipt .h'rlot .. I..flb. u~ ~1I,.h41l". ".. .... IIftnt., ."'. 1I"'h II"'" '''410''''.. ..11 .nd lIolltlr" 'lfI" t'" "Ilt DE r. D rt,w[II C. Jlll19UlOtJI to ':IlUl.rtl r. IiIfUlIOOD ET VI CCJ~,I. '1800.00 Q 'L) ( ..... ~ ';i 5> .... ~ -: :.. ~ .... '"\ ,0 ~ " REV" no) EX. 14.11) CO":I.~~~f..W,t1.Q{A~"''t1!~hI'A"'A rihlbtNl'btCEOENf ESTATE OF SCHEDULE B STOCKS AND BONDS FILE NUMBER 2194-0696 lIarolld J. Stahle Sr. SS" 207-09-013/, 07/31/19911 (All property lolnlly-owned with RighI 01 Survlvorahlp must bo disclosed on Schedule F.) ITEM NUMBER 1 DESCRIPTION VALUE AT DATE OF DEATH 34.051. 50 1932 shares. A.G. Edwards, Inc 17.625 2 17 shares, Alaska Gold Company (Incorporated under the Laws of The State of Dolaware) .05882352911 1 1.00 3 $10000, Allegheny County PA 1I0spital Dov. Authority Revenue Bonds: St. Frances Medical Center Project; 7.625\ Interest; Due 06/01/98 107.72 10.77.2.00 4 $10000 Allegheny county PA 1I0spital Dey. Authority Revenuo Bonds; St. Frances Medicel Center Project; 7.625\ Interst; Duo 06/01/98 - Accrued Interest 125.34 5 $5000. Allegheny County PA 1I0spital Dev. Authority Revenue Bonds: St. Frllnces General lIospital Project: 9.625\ Interest; Due 07/15/2001 101. 5 5,075.00 6 $20000, School Oistrict Of The City Allentown, Lehigh County, PA General Obligation Bonds Series of 1987; 7.0\ Interest; Due 08/01/95 - Called 08/01/94 100 20,000.00 7 $20000 School District of The City of Allentown, Lehigh County, PA Generlll Obligation Bonds Series of 1987; 7.0\ Interest; Due 08/01/95 - Interest 700.00 (seo continulltion schedulo attached) Total of Continuation Schedule(s) 1.402.085.77 TOTAL (Also color on Uno 2. RocaplluloUon) (II moro spaco Is neodod, Insor1 additional shoots of samo Glzo,) Copyrlght,c) Ulg4 totm loftwa,. only CPSy"e"'J,lnc. $ 1,472,810.61 Form 1500 Schedllle B IReII'. 4.18) I t ~ j I ( I I , . I i I '. . Estate of: IInrolld J. Stahlo Sr. SS# 207.09.0131, 07/31/1994 CONTlNUATlON SCIIEDULE Continuation of Schedule B ITEM 1/ DESCRIPTlON VALUE AT DATE OF DEATII 8 600 shsres, AMP Inc. 73.46875 44,081.25 9 $10000, Baldwin & Whitehall 95.02 9,502.00 PA School District General Obligation Bonds Series A; 5.60\ Interest; Due 01/15/2011 10 $10000 Baldwin & Whitehall 24.55 Pa School District Goneral Obligation Bonds Series A; 5.60\ Interest; Due 01/15/2011 . Accrued Interest 11 $10000, Bethlehem Authority 90 3/8 9,037.50 Lehigh and Northampton Counties. Pennsylvania Wator Revenue Refunding Bonds, Series of 1994; Dated 02/01/94; 5.0\ Interest; Due 11/15/2009 I 12 $10000 Bethlehem Authority 105.48 ,. . :, Lehigh and Northampton !I Counties, Pennsylvania Water Revenue Refunding Bonds, I Sorios of 1994; Dated I 02/01/94; 5.0\ Interest; Due I 11/15/2009 . Accrued I Interest i 13 $20000, Bethlehem PA Area 96.38 19,276.00 School District General Obligation Bonds 5.50\ Interest: Due 09/01/2010 14 $20000 Be th1ehem PA Area 458.08 School District General Obligation Bonds 5.50\ Interest; Due 09/01/2010 Accrued Interest 15 $15000, Bucks County PA 105.57 15,835.50 Estate of: Harolld J. Stahle Sr. ITEM # 30 SS,; 207-09.013/, 07/31/1994 CONTINUATION SCHEDULE Continuation of Schodule B DESCRIPTION VALUE AT DATE OF DEATH Intorest; Due 06/01/98 Accrued Interest 23 80 shsres. Champion Enterprises, Inc. (Incorporated Under The Laws of The State of Michigan) $10000, Chester County PA Iloapital Authority Revenue Bonds Phoenixville Hospital; 7.10' Interest; Due 07/01/99 33.53125 2,682.50 24 105.1 10,510.00 25 $10000 Chester County PA Hospital Authority Revenue Bonds Phoenixville Hospital: 7.10' Interest; Due 07/01/99 - Accrued Interest 58.36 26 $10000, Clinton County PA Solid Waste Authority Revenue Bonds GTD: 6.75' Interest: Due 11/01/2006 106.69 10,669.00 27 $10000 Clinton county PA Solid Waste Authority Rovenue Bonds GTD; 6.75' Interest; Due 11/01/2006 Accrued Interest 170.14 28 $10000, Coatsville PA Area School District General Obligation Bonds Series A; 5.3' Interest; Due 10/01/2009 93.75 9,375.00 29 $10000 CoatsYille PA Area School District General Obligation Bondo Serie. A: 5.3' Interest; Due 10/01/2009 - Accrued Interest 175.70 .j 300 shares, 52.84375 15,853.13 I I I I. I I EBtate of: Haro11d J. Stahle Sr. SSII 207.09-0131, 07/31/1994 CONTINUATION SCIlEDULE Continuation of Schedule B ITEM II DESCRIPTION VALUE AT DATE OF DEATH County General Obligation Bonds; 6.40\ Interest; Due 02/15/2001. - Accrued Interest 40 $10000, Danville PA Area 99.96 9,996.00 School District General Obligation BondB; 6.8\ Interest: Due 05/01/2007 41 $10000 Danville PA Area 151.23 School District General Obligation Bonds; 6.8\ Interest; Due 05/01/2007 Accrued Interest 42 $40000, Dauphin County PA 104.44 41,776.00 Hospital Authority Revenue BondB Polyclinic Medical Center Ilarrisburg; 6.65\ Interest: Due 08/15/2005 43 $40000 Dauphin County 1,219.17 Hospital Authority Hospital Revenue Bonds Series of 1991 Polyclinic Medical Center of Harrisburg Project: 6.65\ Interest; Due 08/15/2005 - Accruod Interest 44 $10000, Dauphin County PA 101.2365 10,123.65 Goneral Authority Revenue Bonds M 7 Term Scheduled Tender 06/01/98; 7.10\ Interest; Due 06/01/2026 45 $10000 Dauphin County PA 116.71 General Authority Revenue Bonds M 7 Term Scheduled Tendor 06/01/2026 - Accrued Interest 46 $10000, Dauphin City PA 102 10,200.00 General Authority Revenue Estato of; lIarolld J. Stahle Sr. 55" 207.01).0134 07/31/19911 ITEM /I CONTINUATION SClIEDULE Continuation of Schedule B DESCRIPTION VALUE AT DATE OF DEATlI Bonds, Insd PA Peelod West Choster Series A 7.3\ Intoroot; Duo 01/01/2000 . Ca llod 07/01/94 47 200 shat'os. Dauphin Deposit Corporntion 26 5,200,00 1,8 $20000, Dolawnro County PA Authority Collego Revenue Bonds lIaycrford College; 5.40\ Interest: Due 11/15/2013 93.3 18,660.00 49 $20000 De1awnre County PA Authority Colle!>" Rovenu" Bonds lIayerford Colleg"; 5 .1.0\ Intel'est; Due 11/15/2013 . Accrued Interest 227.8/. 50 $10000, Delawnre Valley PA Sclwol District General Obligation Bonds: 5.90\ Interest; Due 10/01/2009 98.92 9.892.00 51 $100000 Dol/1ware Valley School District 1993; 5.9\ Internot: Due 10/01/1991. Accruad Illterc8t 1/.7.10 52 $20000, Delaware County PA Indl Dey Authority Revenue Bonds Refunding Recovery Project Series A; 7.50\ Interest; Due 12/01/99 107.44 21,488.00 53 $20000 Delaware County PA Ind1 DoY Authority Revenue Bonds Refunding Recovery Project Series A: 7.50\ Interest; Due 12/01/99 Accrued Interest 21,6.56 Estate of: Harol1d J. Stahle Sr. ITEM /I SSII 207-09-013/, 07/31/1994 CONTINUATION SCHlmULE Continuation of Schedulo B DESCRIPTION VALUE AT DATE OF DEATH 62 East Pennsboro Area School District 92 General Obligation Bond; 5.8\ Interast; Due 09/01/2011 Accrued Interest 230.44 63 45 shares, EF Hutton Pennsylvania Fund Tax Exempt Municipal Investment Tr 1st Series 326.2667 14,682.00 64 $10000. Ellwood City PA General Obligation Bonds REF Sories B; 6.50\ Interest; Due 08/01/2006 $10000 Borough Of Ellwood City Lawrence & Beayor Counties PA General Obligation Bonds Refunding Series B of 1991; 6.50\ Interest; Due 08/01/2006 - Accrued Interest 325.00 102.21 10,221.00 65 66 $10000, Hampden Township PA Sower Authority Reyenuo Bonds Guarantood; 6.66\ Interest: Due 10/01/97 106.02 10,602.00 67 $10000 Hampden Township PA Sewer Authority Revenue Bonds Guaranteed; 6.66\ Interest: Due 10/01/997 Accrued Interest 164.55 68 $10000, Hampden PA Ind1 Dev Authority Ind1 Revenue Bonds Ref RaIson Purina Co Project; 8.125\ Interest; Due 01/01/2007 11,336.00 113.36 69 $10000 Hampden PA Ind1 Dev Authority Ind1 Revenuo Bonds 133.56 Estate of: lfaro11d J. Stahle Sr. lTEII II SSu 207.09.0131, 07/31/1994 CONTINUATION SCIlEllULE Continuation of Schodule B DESCRIPTION VALUE AT DATE OF DEATIl Accrued Interest 77 $25000, Lower Bucks County PA Jt Municipal Authority; Sewor & Water Revcnuo Bonds: 6.0% Interest; Due 11/15/2007 103.6 25,900.00 78 $25000 Lower Bucks County PA Jt Municipal Authority; Sewer & Water Revenue Bonds; 6.0% Interest: Due 11/15/2007 . Accrued Interest 316.4/, 79 $35000, Lower Bucks County PA Jt Municipal Authority; Sewer & Water Revenue 80nds 6.2% Interest; Due 11/15/2012 102.86 36.001.00 80 $35000 Lower Bucks County PA Jt Municipal Authority; Sewer & Water Revenue Bonds; 6.2% Internst; Due 11/15/2012 . Accrued Interest 457.78 81 $10000, Lackawanna County PA General Obligation Bond.: ;6.40% Interest: Duo 12/01/2004 107.55 10,755.00 82 $10000 Lackawanna County PA General Obligation Bonds; 6.40% Interast; Due 12/01/2004 . Accrued Interest 105.21 83 $10000, Lackawanna County PA Multi Purp Stad Revenue Bonds: 7.60% Interest: Due 08/15/92 . Proceeds of Sale 10,000.00 100 EBtato of: lIaro11d J. Stahle Sr. lTEK It 100 101 102 103 104 105 106 55,. 207.09.0131, 07/31/1994 CONTINUATION SCIIEDULE Continuation of Schedule B DESCRIPTION VALUE AT DATE OF DEATH Interest; Due 01/01/2002 Accrued Interest $10000. Millville Ares School District General Obligation Bond, Series of 1994; Doted June 1. 1994; 6.0\ Interest; Due 06/01/2011 98 9,800.00 $10000 Milvi11e Al'ea School District General Obligation Bond, Series of 1994; Dated June I, 1994; 6.0\ Interest; Due 06/01/2011 . Accrued Interest 98.63 100 shareB, Mobile lIome Industries. Inc. 9.6875 968.75 $10000, Montgomery PA Area School District General Obligation Bonds Series A; 6.85\ Interest; Due 09/15/2010 104.83 10,483.00 $10000 Montgomery Area School District Goneral Obligation Bonds Series A 1991; 6.85\ Interest; D~e 09/15/2010- Accrued Interost 254.97 $15000, Montgomery Township PA Municipal Sewer Authority Sewer Revenue Bonds GTD; 6.90\ Interest; Due 05/15/2000 102.46 15,369.00 $15000 Montgomery Township PA Municipal Sewer Authority Sewer Revenue Bonds GTD; 6.90\ IntereBt; Due 05/15/2000 - Accrued Interest 218.34 Estate of: Harolld J. Stahle Sr. SS# 207-09.0134 07/31/1994 CONTINUATION SCHEDULE Continuation of Schadule B ITEM /I DESCRIPTION VALUE AT DATE OF DEATH 107 83 shares, Mueller 31. 37506024 2,604.13 Industries. 09 Inc. (Incorporated Unde r The Laws of The State of Delaware) 108 $10000, North Penn PA School 107.14 10,714.00 District General Obligation Bonds; 6.80% Intarest; Due 09/15/2001 109 $10,000 North Penn PA School 257.10 District Genoral Obligation Bonds; 6.80% Interest; Due 09/15/2001 . Accruad Interest 110 10 shares, Pennsylvania Insd 326.87 3,268.70 Muns Income Tr Unit 1st Series III $50000. PA St Fin Authority 95.31 47.655.00 School Ravenue Bonds South Side Area Sch Dist Beaver County Project Dist a; 5.50% Intores t; Due 09/01/2009 112 $50000 PA St Fin Authority 1,130.56 School Revenue Bonds SO'Jth SIde Area School District Beaver County Project Dist-A; 5.50% Interest; Due 09/01/2009 . Accrued Interest 113 $20000. Pennsylvania State 101.94 20.38B.00 Higher Educational Facs Authority College & University Revenues Bonds Series 14; 6.9% Interest; Due 01/01/99 i i I 114 $20000 Pennsylvania State 113.42 !. I . Estate of: lIarolld J. Stahlo Sr. SS/! 207.09.0134 07/31/1991, CONTINUATION SCIIEDULE Continuation of Schodu1o B ITEM 1/ DESCRI PTION VALUE AT DATE OF DEATH lIigher EducatiDnal Facs Authority collage & University Revenue Bond. Series 14; 6.9\ Interest; Due 10/01/97 . Accrued Interest 115 $10000, Pennsylvania State 105.71 10,571.00 Higher Educational Facs Authority College & Univera1ty Revenues Bonds Insd Dorm PCPS Assoc Ltd; 9.0\ Interest; Due 10/01/97 116 $10000 Pennsylvania Stato 224.38 Higher Educational Facs Authority College & University Revenue Bonds Insd Dorm PCPS Assoc Ltd; 9.0\ Interest; Duo 10/01/97 . Accrued Interest 117 $10000, Penna St Pub School 101.29 10,129.00 Building Authority Lease Revenue Bonds Sories 8E; B.50\ Interost; Due 11/01/96 118 $10000 Penno St Pub School 214.25 Building Authority Lease Revenue Bonds Series BE: 8.5\ Interost; Due 11/01/96 . Accrued Interest 119 $10000, Pen Argy1 PA Aroa 100.3 10,030.00 School District General Obligation Bonds Series B; 6.25\ Interest; Due 09/01/2009 120 $10000 Pen Argy1 PA Area 256.94 School District General Obligation Bonds Sories B; 6.250\ Interest; Due 09/01/2009 . Accrued Estate of: lIarolld J. Stahle Sr. $15000. Philadelphia PA PkG Revenue Bonds Airport; 6.90\ Interest; 09/01/2000 130 $15000 Philadelphia Parking Authority Airport Parking Revenue Bonds; 6.90\ Interest; Due 09/01/00 _ Accrued Interest ITEM /I 129 131 132 SSn 207-09.0134 07/31/1994 CONTINUATION SCHEDULE Continuation of Schedule B DESCRIPTION VALUE AT DATE OF DEATH 128 $20000 Philadelphia PA Municipal Authority Revenue Bonds Criminal Justice Center REF Revenue; 7.20\ Interest; Due 04/01/2000 _ Accrued Interest 359.01 108.64 16,296.00 425.50 $20000, Philadelphia PA Water & Sewer Revenue Bonds 12th Series; 7.50\ Interest; Due 07/01/97 107.67 21,534.00 $20000 Philadelphia PA Water & Sewer Revenue Bonds 12th Series; 7.50\ Interest; Due 07/01/97 - Accrued Interest 123.29 133 $20000, Philadelphia PA Water & Sewer Revenue B~nds 12th Series; 7.75\ Interest; Due 07/01/2001 134 135 108.13 21,626.00 $20000 Philadelphia PA Water & Sewer Revenue Bonds 12th Series; 7.75\ Interest; Due 07/01/2001 . Accrued Interest 127.40 $15000. Pine Grove PA Area School Distr.ict Bonds General Obligation; 6.20\ Interest; Due 02/15/2009 100.98 15,147.00 EBtate of: Ilarolld J. Stahle Sr. 55" 207.09.0134 07/31/1994 CONTINUATION SCIlEDU1.E Continuation of Schedule B ITEM DESCRIPTION " VALUE AT DATE OF DEATH 136 $15000 Pine Grove PA Area School District Bonds General Obligation; 6.20\ Interest; Due 02/15/2009 Accrued Interst 422.96 137 $10000. Pittsburgh City Ganerd Obligation Bonds Serias 85; 8.60\ Interest; Due 03/01/97 138 $10000 Pitts burg City General Obligation Bonds Series 85; 8.6\ Interest Due 03/01/1997 . Accrued Interest 104.86 10,486.00 353.56 139 $10000, Pocono Mountain PA School District General Obligation Bonds; 5.375\ Interest; Due 11/15/2008 96.46 9.646.00 140 $10000 Pocono Mountain PA School District Genaral Obligation Bonds; 5.375\ Interest . Due 11/15/2008 - Accruod Interest 113.39 141 $10000, Pocono Mountain PA School Distdct General Obligation Bonds Series AA: 5.75\ Interest; Due 10/01/2009 97.97 9,797.00 142 $10000 Pocono Mountain PA School District General Obligation Bonds Series AA; 5.75\ Interest; Due 10/01/2009 . Accrued Intorest 143.36 143 100 shares, Recognition Internation, Inc. (Formerly Recognition Equipment) 7.875 787.50 Estate of: llaro11d J. Stahle Sr. ITEM " 144 145 146 147 SSII 207-09-0134 07/31/1994 CONTINUATION SCIlEDULE Continuation of Schedule B DESCRIPTION VALUE AT DATE OF DEATH $10000, South Butler County PA School District Goneral Obligation Bonds; 5.5\ Interest; Due 10/01/2012 93.87 9,387.00 $10000 South Butler County PA School District Generai Obligation Bonds: 5.50\ Interest; Due 10/01/2012 -Accrued Interest 137.12 $35000. Salisbury Township PA School District Bonds Genoral Obligation Series A: 6.2\ Interest; Due 09/01/2004 102.87 36.004.50 $35000 Salisbury Township PA School District Bonds General Obligation Series A: 6.20\ Interest; Due 09/01/2004- Accrued Interest 903.67 148 849 shares, San Carlos Milling Co, Inc. (Incorporated Undor The Laws of The Republic of The Philippines) .1249941107 1 106.12 149 $5600, Sharon Stell Corp. 13 1/2 Subordinated Sinking Fund Debenture Due 2000; Bankruptcy Case No. 87-207E; Western District of PA - Award .477678571 26.75 150 $30000, Solanco PA School District Bonds General Obligation Series B; 5.9\ Interest; Due 02/01/2011 151 100.95 30,285.00 $30000 Solanco PA School District General Obligation 885.00 I I. I , Estate of: lIaro11d J. Stahle Sr. SS# 207.09.0131, 07/31/1991, CONTINUATION SCIIEOULE Continuation of Schodulo B ITEM # DESCRIPTION VALUE AT DATE OF DEATH Series B: 5.90\ Interest: Due 02/01/2011 . Accured Interest 152 $5000, State Pub School 107.95 5,397.50 Building Authority PA College Revenue Bonds Northampton County Area Cmnty Project; 6.75\ Interest; Duo 03/15/2009 153 $5000 State Public Schoold 125.63 Building Authority PA College Revenue Bonds Northampton County Area Cmnty Project; 6.75\ Interest; Duo 03/15/2009 Accrued Interest 154 $10000. Stroudsburg PA 105.47 10,547.00 Municipal Authority Water Revenue Bonds; 7.50\ Interest; Due 06/01/2000 155 $10000 Stroudsburg PA 123.29 Municipal Authority Wator Revenuo Bonds; 7.50\ Interest: Due 06/01/2000 Accrued Interest 156 $10000, University 110.28 11.028.00 Pittsburgh PA Bonds University Cap Project Series A: 7.80\ Interest; Due 06/01/99 157 $10000 University of 128.22 Pittsburgh PA Bonds University Cap Project Series A; 7.80\ Interest; Due 06/01/99 . Accrued Interest . . 158 $10000, Uppe r Mon,tgome ry PA 103.37 10,337.00 '"' . Estate of: llaro11d J. Stahle Sr. SS" 207.09.0131, 07/31/1994 CONTINUATION SCIIEDULE Continuation of Schedule B ITEM " DESCRIPTION VALUE AT DATE OF DEATH Jt Auth Sewer Revenue Bonds 6.75\ Interest; Due 05/15/2013 159 $10000 Upper Montgomery PA Jt Auth Sewer Revenue Bonds 6.75\ Interest; De 05/15/2013 . Accrued Intereat 142.40 160 $10000, Vensngo County PA General Obligation Bonds REF Series A; 5.25\ Interest; Due 07/15/2015 89.62 8,962.00 161 $10000 Venango County PA General Obligation Bonds REF Series A; 5.25\ Interest; Due 07/15/2015 - Accruod Interest 23.01 162 $25000, Wallenpeupack PA Area School District Bonds General Obligation; 5.50\ Interost; Due 04/01/2011 94.71 23,677.50 163 $25000 Wal1enpaupack PA Area School District Bondo General Obligation; 5.50\ Interest; Due 04/01/2011 . Accrued Interest 342.81 164 $25000, WarWick PA School District General Obligation Bonds; 5.60\ Interest; Due 07/01/2010 97.55 24,387.50 165 $25000 Warwick PA School District General Obligation Bonds; 5.60\ Interest; Due 07/01/2010 - Accrued Interest 115.07 166 $10000, Westmoreland County 100.75 10,075.00 Estate of: Harolld J. Stahle Sr. ITEM " 169 170 171 172 173 174 SS" 207-09-0134 07/31/1994 CONTINUATION SCIlEDULE Continuation of Schadule B DESCRIPTION VALUE AT DATE OF DEATH PA General Obligation Bonda Refunding Series D; 5.25\ Interest: Due 08/01/2009 167 $10000 Westmoreland County PA General Obligation Bonds Refunding Series D; 5.25\ Interst; Due 08/01/2009 Accrued Interest 262.50 168 $15000. Westmoreland County PA General Obligation Bonds: 7.20\ Interest: Due 12/01/2000 106.08 15,912.00 $15000 Westmoreland County PA General Obligation Bonds: 7.20\ Interest; Due 12/01/2000 - Accrued Interest 88.77 $35000, Westmoreland County PA General Obligation Bonds: 7.40\ Interest: Due 12/01/2002 106.51 37,278.50 $35000 Westmoreland County PA General Obligation Bonds; 7.40\ Interest: Due 12/01/2002 - Accrued Interest 212.88 $10000, Wilson PA Area School District Bonds General Obligation: 6.7\ Interest; Due 02/15/2011 103.8 10,380.00 $10000 Wilson Area School District 1991 General Obligation Bonds; 6.70\ Interst: Due 02/15/2011 Accrued Interest 307.08 300 shares, Winnebago 9.59375 2.878.13 . Estate of: Harolld J. Stahle Sr. SSn 207-09.0134 07/31/1994 . CONTINUATION SCIIEDULE Continuation of Schodulo B ITEM ;I DESCRIPTION VALUE AT DATE OF DEATH Industries, Inc. 175 $10000, York County PA 105.83 10,583.00 General Obligation Bonds: . 6.25\ Interest; Due 10/01/2007 176 $10000 York County PA 155.82 General Obligation Bonds; 6.25\ Interest; Due . 10/01/2007 - Accruod Interest 177 $10000. York PA City Sewer 108.09 10.809.00 Authority Sewer Revenue Bonds Guaranteed; 7.3\ Interest; Due 12/01/99 178 $10000 York PA City Sewer 62.00 Authority Sewer Revenue Bonds Guaranteed: 7.3\ Interest: Due 12/01/99 Accrued Interest 179 $10000, York PA City Sower 109.32 10,932.00 Authority Sewer Royonue Bonds Guaranteed; 7.7\ Intorest; Due 12/01/2001 180 $10000 York PA City Sewer 63.29 Authority Sewer Reyonue Bonds Guaranteed; 7.7\ Interest: Due 12/01/2001 - Accrued Interest ..........--.......... 1.402.085.77 DIAMOND MOUNTING A SPECIALTY PROMPT ATTEtlTlON TO MAIL ORDERS 006 CHESTNUT STREET ItARRlSBURG, PA 17101 March 29, 1995 Appraisal For: Estate of Harold Stahle Gents Elgin 15 Jewel 14 size pocket watch Model 2, 3/4 movement No. 26959905 Circa 1923. The watch is in a white gold filled case. The watch is connected to a white metal 13.5 inch watch chain. Fair market value, approx. $75. Lady's sterling ring with one large and two small glass stones. Fair market value, a~prox. $1. Lady's sterling 15.5 inch petal shaped necklace. Fair market value, approx. $45. Lady's sterling pin with petals to match previous set. Fair market value, approx. $7.50 Lady's sterling 8 inch petal shaped bracelet to match above necklace. Fair market value, approx. $20. Lady's single sterling clip earring with three petals to match set. Fair market value, approx. $5. Lady's single sterling clip earring with single petal to match. Fair market value, approx. $5. l4K yellow gold tooth that weighs approx. 4 dwt. 17 gr. Total fair market value, approx. $40. Gents 14K yellow gold 32 degree mesonic ring. The ring weighs approx. 5 dwt. 15 gr. Total fair market value, approx. $85. Lady's 1~ irid platinum band. The band has all the stones removed and weighs approx. 1 dwt. 20 gr. Total fair market value, approx. $38. Lady's 10% irid platinum engagement ring. The ring has all the stones removed. The ring weighs approx. 2 dwt. 1 gr. Total fair market value, approx. $43. dL'. .-'/:.4.........= Charles G. Buser, III G.G., I.S.A. FAIR MARKET VALUE: Th3 price in the market place in which the item would change hands bctwee.1 \~illiJl;; buyer and willing seller, neither being under any compulsion to buy or sell ancl each having reasonable knowledge of the relevant facts (i.e., the price in the market place in which the item is most commonly sold to the pUblic). Also taken into consideration was a reasonable and realistic time frame for willing buyer and willing seller to reach an "arms-length" transaction within the appropriate market. ManuloctUllno Jow'!I"" a Diamond Sollors PIIOIIE 233.4163 REV-U10ue. CZ.", COMr.,'l.'t\\W;.'.1~' 'I'.~~'t~Mhl"'" Rt5iO[N'tb[CEOENl ESTATE OF SCHEDULE G TRANSFERS Ploaso P,io, or Typo FILE NUMBER 2194-0696 lIarolld J. Stahle Sr. SS" 207.09.0131. 07/31/1991, THIS SCHEDULE MUST BE COMPLETED AND FILED IF TIlE ANSWER TO ANY OF THE OUEBTIONS ON PAGE 2 IS YES. ITEM DESCRIPTION OF PROPERTY TOTAL VALUE DECO'S lncludl na"'l 01 It'l I'a",'''", 'hltl EXCLUSION NUMBER 1I~'lCu"h.p lu din dint, dall 01 "an, let. OF ASSET .~ INT. DOLLAR VALUE OF DECEDENT INTEREST TOTAL (Also cnlor on Uno 7, Rocapllulatlon) (II moro spaco III noodod, Imlot1 addllJolIBI shC011l 01 sarno slzo.) Cop)'lIghl{c118Ulorm ullwar. on I)' CPSYlteml,lnc, 0.00 Fo,m 1500 Sch.dul1 G IRlv, 2.811 ,. REY- "'12Utl'.'" ESTATE OF COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAIt RtTUAN RESIDENT U[CEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Pl.... Print 0' Typo FILE NUMBER 2194-0696 Harolld J. Stahle Sr. 07/31/199/, SSI# 207.09-0134 DESCRIPTION AMOUNT 2,475.00 ITEM NUMBER 1 Barbush & Hoffman - Accountant Services from 11/93 to 07/94: 1993 1041 & PA 40; Estimated 1994 Individual Income Tax Payments 2 Heslth Force. Medical Expenses/Campanian Care; Client Account No.: 008484-000; Invoice Nos.: 1088, 1103. and 1123 1,377 .50 J Community General Osteopathic Hospital. Medical Expenses; Account No.; 23181480 82.57 4 Messiah Village Outstanding Check Drawn on the Daphin Depos i t Bank and Trust Co. Checking Account No.; 0081222149 500.00 5 N.C.O.T.A. - Outstanding Check Drawn on the Daphin Deposit Bank and Trust Co. Checking Account No. ; 0081222149 5.00 6 MRP Pharmacy Service Medical Expenses 47.45 7 Robin Gasperetti, Tax Collector. Per Capita Tax 5.00 8 Robin Gasperetti, Tax Collector - Additional Per Capita Tax Advance by McNees, Wallace & Nurick 5.00 TOTAL (Also enler on line 10, Rocapltulation) (If moro spaco Is noodod. Insort nddiUonol shool9 0' soma slzo.) COPrt'lght Ce) 111114 'orm loftwI'lonly CPSysllms, Inc. S 4,497.52 Form 1500 SChldul1 IIRlv. I-Ill) REV-UI3 EX + 12-171 COM\1.~,'l,':(Ft.lJ.l1 'V.e~'l~'t',j-,yANI' rilSIOEN'ffbECEOtNT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER 2194-0696 lIaro11d J. Stahle ITEM NUMBER ITEM NUMBER Sr. SSII 207-09.0131, 07/31/1994 NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE RELATIONSHIP 1 A. Taxablo Boquosls: Dorothy 1. Stahle 1310 Brandt Ayenuo New Cumborland, PA 17070 3,534.25 Wife 2 Harolld J. Stahle, Jr. 401 A1lendale Way Camp Hill, PA 17011 Son 30,000.00 3 Haro11d J. Stahle, Sr. Residual Trust Trust 1,524,137.14 4 Betthy Stahle 401 A11endale Way Camp Iii 11. PA 17011 Daughter- i . 16,168.50 5 Elenor M. Everhart Niece 9,037.50 NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE 1 B. Charitablo and Govornmonlol Boquosts: St. Paul's Lutheran Church of New Cumberland . Specific Bequest Per Item 2(a) of lIarolld J. Stahle, Sr. 's Will 25,000.00 2 St. Paul's Lutheran Church Senior Chior - Specific Bequest Per Item 2(b)(iy) of Harolld J. Stahle, Sr.' s Will 5,000.00 3 Grace Evangelical Lutheran Church of Highland Park- Specific Bequest Per Item 2(b)(i) of Harol1d J. Stahle, Sr.'s Will 5,000.00 4 Grace Evangelical Lutheran Church of Roundtown- Specific Bequest Per Item 5,000.00 (see continuation srihedule attached) Total of Continuation Schedule(s) 23,000.00 TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS (AIDa onter on lino 13, Roc.pllul,llon) (II moro f1pllCO Is ncodod, Insort additional shools 01 somo slzo.) CoPvrlghtlcl1f1U 'arm aollw.u. anr~ CPS~sl'm', Inc. $ 63,000.00 Farm 1500 Sch.dul. J IRn.2-17) Estate of Harolld J. stahle, Sr. Pennsylvania Inheritance Tax Return Schedule J Part A. Taxable Bequests Continued 6. Christine A. Penner None 7. William Michael Everhart Grandnephew 8. Chris Mark Everhart Grandnephew 9. Robert J. Everhart Grandnephew 10. Steven R. Everhart Grandnephew 11. George William Everhart Nephew 12. Noelle Christine Holliday Step-granddaughter 13. Richard W. Everhart Grandnephew 14. Carol Dumas Niece 15. Irene L. Bonney Niece 16. Robert S. Everhart Nephew 17. Lawrence M. Holliday Step-son 18. Florence L. Galley sister-in-law 19. Noel B. Holliday step-son 20. William N. Holliday step-grandson 21. Florence Packard Anderson Niece $ 9,502.00 $ 4,819.00 $ 4,819.00 $ 4,819.00 $ 4,819.00 $ 9,375.00 $ 4,761.50 $ 4,761.50 $ 4,761.50 $ 4,761.50 $ 9,996.00 $9,892.00 $ 9,734.00 $10,000.00 $ 5,000.00 $5,000.00 Estate of: Harolld J. Stahle Sr. SS" 207-09.0134 07/31/1994 CONTINUATION SCIIEDULE Continuation of Schedule J ITEM # DESCRIPTION AMOUNT 2(b) (11) of Ilarolld J. Stahle, Sr.'s Will 5 Grace Evangelical Lutheran Church of Roundtown- Specific Bequest Per Item 2(b)(vi) of Harolld J. Stahle. Sr.'s Will 5.000.00 6 Keystone Area Council of the Boy Scouts of America Specific Bequest Per Item 2(b)(iii) of Ilarolld J. Stahle, Sr.'s Will 5,000.00 7 Central Pennsylvania Business School; W.Il. Ilartsock Education Endowment Fund- Specific Bequest Per Item 2(b)(v) of Harolld J. Stahle, Sr.'s Will 5,000.00 8 Humane Society of Harrisburg Area Inc.- Specific Bequest Per Item 2(b)(vii) of Harolld J. Stahle, Sr.' s Will 5,000.00 9 Community Genoral Osteopathic Hospital of Harrisburg- Specific Bequest Per Item 2(c) of Ilsrolld J. Stahle, Sr.'s Will 2,000.00 10 1.000.00 100 Million Dollar Club: Zembo Temple of Harrisburg- Specific Bequest Per Item 2(d) of Harolld J. Stahle, Sr.'s Will, I I I I i I r' I 23,000.00 IIV,U"t.I.lU-UI ~~ COMMONWEALTH OF 'ENN$YLVAt~I'" INH(RllANCE lAX RnUItN ItUIDfNl DECEDENl ljCHEDULE K - LIFE ESTATE/ANNUITY/ . TERM CERTAIN ESTATE OF I FilE NUMBER Uc'lrolld J. Stahle, Sr. Thl. "h.dul. I. 10 b. u.ed lor 011 .ingl.life, concurr.n' ling I. Iif., I.rm c.r'ain. and lolnl or ,ucc...lvelil. e,'a'.. wh.n no .I.cllon Is fil.d 10 pr.poy lu'ur. In'.r..lla.... Sp.ciallaclors 10 calculol. ,h. inl.re,'lnvolvlng more Ihon on. iiI. con be oblain.d from Ihe Bur.au 01 Individual To.... lXWiII DO..d 01 Tru.l OOlh.r Specify [}JLif. E,'a'. Name(l) 01 Lil. T .nanl(.) Do'. of Birlh Pr...nl Age Term 01 V.ars Lil. E,'ale i. Payable Dorothy I. Stahlo 04/]6/19]5 79 Inuisc Stahle Grenoble 06/23/19] 2 82 lIo]on V. Stah]o 0]/3]/19]0 84 Harolld J. Stahle, Jr. 09/08/1926 68 1. Volu. 01 Fund Irom which Incam. i. poyable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. S 1,524,137.14 2. W. E,'a'. Faclar (... In.'ruclion.). . . .s.o~. ~~~".c.h~. ~~,:-,~?~\,!n.s. . . . . . . . . . . . . . . . . . 3. Volu. of Lif. E,'a'. (line 1 lim.. lIn. 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. S (int/ude on Recapitulation, line. 15 or 16) OAnnuily Name(.) 01 Annui'an'(.) Dol. of Birlh Pro..n' Ag. Term 01 V.ars Annuily i. Payoble 1. Volu. 01 Fund Irom which annuity I. payabl. .................................. S 2. Fr.qu.ncy of poyau' . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Annual paym.n' . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S 4. Annulry Faclor ('00 In.'ruclion.). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .' . . . 5. Adju.'m.n' Faclor (... in.'rucllon.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6. Voluo of Annuity (lin.. 3 lim.. line. <I and 5) ...................... . . . . . . . . . . .. S (indude on Recopilulalion, line. IS or 161 (II more 'pace is ne.d.d, inl.rl addillonollh.el. 01 .ame .Ize.) IIV.l." ". IS.... INHERITANCE TAX SCHEDULE "M" COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN FUTURE INTEREST COMPROMISE filE NUMBER RESIDENT DECEDENT I. Ellate 01 llarolld J. Stahlu, Sr. (LOll Nome' (fin' Name) (Mlddl. Initial) Thll schedule II appropriate only lor Eltal.. 01 decedenll dying al'er December 12. 1982. Thh .chedule /s 10 be u.ed for 011 lulure Inlere.1I where Ihe rolo of 10. which will be applicable when Ihe lulure Inlere.t ve,"ln pOllenlon and enjoymenl connol be e.tobll.hod wilh cerlolnly. II. Benellclarl.. NAME SEX AGE ON DATE OF RELATIONSHIP (~I Mol. DATE OF BIRTH BENEFICIARY 'If Fornal. OF DECEDENT'S DEATH 1. DorotllV T. Stahle Wire p 04/16/1915 79 2. touiso Stahle Grenoble Siater p 06/23/1912 82 3. 1I0len V. Stahle Slater p 01/31/1910 84 4. lIarolld J. Stahle, Jr. Son II 09/08/1926 GO 5. III. Explanat/an 01 Campromlle Offe" See Attached CanpJtatlono . IV. Summary 01 Compraml.e Offer: 1. Value of Future Inlere.l: . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 2. Amount of line 1 e.empl from To. .............,..................... 5 (01.0 enler on line 13 Recapilulollan) 3. Amount 01 line 1 T o.able at 6% Role. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 (also enler on line 15 Tax Compulallon) 4. Amount of line 1 T a,oble at 15% Role. . . . . . . . . . . . . . . . . . . , , . . . . . .....5 (01.0 enler on line 16. To. Compulollon) (If more space I. needed. alloch additional BY, x 11" .heel.) I I I I I I I I l ;. " ;'} I. o' r " I- I ! ESTATE OF HAROLLD J STAHLE; FILEH 2194-0696, SINGLE LIFE FACTOR; HELEN V STAHLE Date: Wednesday Octobor 12, 1994 SINGLE LIFE ESTATE Transfer Date ... ...............7/1994 Age of Reference Life .......... 84 Principal...................... $1.00 Table Rate ............. .t...... 8.2% Life Estate Remainder Factor: Value: 0.35433 $0.35 0.64567 $0.65 . ".',_,,,,,,," ...,-,,-,--, -- ,..-;.....'.1'\,,-...;,.,~._." ,..'"-',-..... Table Rate .................... . 8.2% ESTATE OF HAROLLD J STAHLE; FILE# 2194-0696, SINGLE LIFE FACTOR; HAROLLD J STAHLE Date: Wednesday October 12, 1994 SINGLE LIFE ESTATE Transfer Date. .................7/1994 Age of Reference Life .......... 68 Principal ...................... $1.00 Life Estate Remainder ----------- --------- Factor: Value: 0.61492 $0.61 0.38508 $0.39 . -----------Pennsylvania Department of Revenue-------------- S. Life Mort~li~y Tables Ages 84 82 . Interest ra\:;.l3. 0.00000% Joint an ,sUrvivorship C Remainder: _ . 1.0000000 ----------------------------------------------------------- -----------Pennsylvania Department of Revenue-------------- N-Life Life Estate: 1980 U. S. Life Mortality Tables . Ages 84 82 79 Interest rate: 7.00000% Joint and Survivorship Complete Annuity: 7.5671050 Life Estate: 0.5296973 0.4703027 ----------------------------------------------------------- -----------Pennsylvania Department of Revenue-------------- N-Life Life Estate: 1980 U. S. Life Mortality Tables . Ages 84 82 79 68 Interest rate: 7.00000% Joint and Survivorship Complete Annuity: 9.4256140 Life Estate: . Remainder: 0.6598070 0.3401930 ----------------------------------------------------------- Trust ~ FBO Louise stahle Grenoble Value of Trust 10% of $1,524,137.14 = $152,413.71 $152,413.71 x .38649 Trust Value Life Factor, II Life Estate @ 15% Remainder Interest 58.906.37 $ 93,507.34 Less: Present Value of Specific Devise at Life Tenant's Death Specific Devise X Remainder Factor, $15,000.00 x .61351 = Present Value of Trust After Bequest Successive Life Estate: Trust Principal Less: Bequest Value Trust Principal Available Successive Life Factor, 2i Successive Life Estate @ 3% Exempt 9.202.65 $ 84,304.69 $152,413.71 15.000.00 137,413.71 x .079113 10,871.21 Trust Principal Successive Life Factor, ~ $137,413.71 X .064097 Successive Life Estate @ 15% Trust Remainder Devised: 8.807.81 $ 64,625.67 30% to Charity 7% to 6% Beneficiaries 63% to 15% Beneficiaries $19,387.70 $ 4,523.80 $40,714.17 II IV Trust Q FBO Harolld J. stahle, Jr. Value of Trust 40% of $1,524,137.14 = Trust Value Life Factor, M Life Estate @ 6% Remainder Interest $609,654.86 $609,654.86 X .61492 374.888.97 $234,765.89 Less: Present Value of Specific Devise at Life Tenant's Death specific Devise X Remainder Factor @ &! $25,000.00 X .38508 = Less: Present Value of Specific Devise at Life Tenant's Death Specific Devise x Remainder Factor, Exempt $15,000.00 x .38508 = Present Value of Trust After Bequest Successive Life Estate: Trust Principal Less: Bequest Value Trust Principal Available Successive Life Factor, 12 Successive Life Estate @ 3% 9,627.00 5.776.20 $219,362.69 $609,654.86 40.000.00 569,654.86 X .016662 9,491. 59 Trust Principal Successive Life Factor, ~ Successive Life Estate @ 15% $569,654.86 X .014725 8,388.17 Trust principal Successive Life Factor, ~ Successive Life Estate @ 15% Trust Remainder Devised: $569,654.86 X .013500 7.690.34 $193,792.59 30% to charity 7% to 6% Beneficiaries 63% to 15% Beneficiaries $ 58,137.78 $ 13,565.48 $122,089.33 ,.Tf 'fAX SUMMARY Tax P 3% Spouse Life Estate, Trust A: Spouse Successive Life Estate, Trust B: Spouse Successive Life Estate, Trust c: Spouse Successive Life Estate, Trust 0: Total @ 3% $266,620.36 10,871.21 12,661.30 9.491.59 $299,644.46 Tax P 6% Son Life Estate, Trust 0: Present Value of $25,00.00 Bequest, Trust 0: 7% Remainder Interest in Trust A: 7% Remainder Interest in Trust B: 7% Remainder Interest in Trust c: 7% Remainder Interest in Trust 0: Total @ 6% $374,888.97 9,627.00 19,576.63 4,523.80 4,541.11 13.565.48 $426,722.99 Tax -# 15% Sister, Age 82, Life Estate, Trust B: Sister, Age 84, Life Estate, Trust c: Sisters, Ages 82,84, Successive Life Estates, Trust A: sister, Age 82, Successive Life Estate, Trust c: Sister, Age 82, Successive Life Estate, Trust 0: Sister, Age 84, Successive Life Estate, Trust B: Sister, Age 84, Successive Life Estate, Trust 0: 63% Remainder Interest in Trust A: 63% Remainder Interest in Trust B: 63% Remainder Interest in Trust c: 63% Remainder Interest in Trust 0: Total @ 15% $ 58,906.37 54,004.75 54,928.27 11,189.60 8,388.17 8,807.81 7,690.34 176,189.69 40,714.17 40,870.00 122.089.33 $583,778.50 Tax-Exempt Present Value of $15,000.00 Bequest, Trust A: $ 8,440.05 Present Value of $15,000.00 Bequest, Trust B: 9,202.65 Present Value of $15,000.00 Bequest, Trust c: 9,685.05 Present Value of $15,000.00 Bequest, Trust 0: 5,776.20 30% Remainder Interest in Trust A: 83,899.86 30% Remainder Interest in Trust B: 19,387.70 30% Remainder Interest in Trust c: 19,461.90 30% Remainder Interest in Trust 0: 58.137.78 Total Exempt $213,991.19 " , Inventory of the real and personal estale 01 ~ lIarolld J. Stahl", Sr., dece~~- 91/'-0&'7-6 See Attached List TOTAL VALUE 1,856,379 30 nn ~ ,i? c ~; =1 ~-~ \. ~ "" N en '" - -~ :' , f::') , :.u l: (, f....; ~., p~ 0 COMMONWEALTH OF PENNSYLVANIA COUNT\' OF CUMBERLAND u: Dorothy I. St"hle and lIarolld J. Stahle, ,)1:. bolng duly sworn Co-Executors accordin9 to '''WI deposes a..d say, that tho y ;"'(11 HH~ of Iho E.talo of lIal:olld J. Stahle, Sr. 1010 of -.!!!.~~!?~9Jl. of l!c:~.. c:}lm.~!!.n_d , Cumberlond Counly, Pa., docoasod and Ihat Iho within h an invenlory mado by lJol:othv ). f;tahlt' ~ lIarolll.!L....Stahlt'. ,Jr " Ihe laid EXQcutors of Iho entiro utato of laid docodenl, cOMilling of all Iho penonal prop.rly and real ollale. ..copl real IIlalo ouhido tho Commonweollh of Pennlylvania, and thai Iho IIgurol oppolito each itom of Iho Invenlory repr..onl il', Ioir valuo 01 of Iho dolo 01 docod.nl', death, 01l.""111 .!t, (;~)(l( 1'1. I . .' jf) . /l j([) IU}/\{( ,i<" an~ ,ub,crib.d beloro me, /.'/ .' . ,f. '. '). . 'u)'1a'(td").~(( \ . , /Encufor&( ~ltntbdctc".K c/o McNQQs, WallacQ & Nurick 1'. O. Box 1166 19 95 7i't0 ..-"," , I'A 17108 NOTA IAL JUOY A. 80MGA ONER, Notary Public HanlsburQ. p Oauphln County My Commission xpirBs Feb. 23, 1998 July MOllth 1994 Yu, Addr... Dale 01 Ooalh 31 D.y INSTRUCTIONS I. An invenlory mUll bo filed within Ihree monlh, all.r appoinlmenl of penonal roprolentativo. 2. A lupplomenl invenlory mUll bo filod within Ihirty daYI 01 dilcovery of additional allots. 3. Additional Iheoh may bo attached 01 10 pononally or roally 4. See Arlicle IV, Fiduclarios Act of 1949, .c '" " 0 .,; >- . k k 0 .. ... w Ul '" ~ . '" ~ '" ... .. C' '" w ~ . 'tl .. Ul '" ... ClJ " u .. r.1 0 .. 0 0 w VI ..... '" C '" ... 0 '" w .c ..... .. . .. I I- J: ... u. '" k ~ ... k " ... Z ... ..J +J i ClJ ~ '" ..J <0( 0 Ul ... > 0 u. :I: '" W 0 <0( w ,.:. ClJ ..... > Z '" . .. -< ..., U -;; ~ Z 0 c ~ VI Z 'Cl ~ 0 . 0 '" <0( ..... U . Z w ..... Z ... 0: ... 0 "0 " c 'tl ill I - ~ " 0 .. '" ! .D .c "0 .... U , .. E 0 .... ! ~ ~ ..!! 0 0: ... U u: lQ INVENTORY Estate of: Date of Dontlt: County: Hnrolld J. Stnhle Sr. July 31, 1994 Cumberland ................................................................................ ............................ .. ................................ 1 DESCRIPTION AMOUNT Cash: 2 Amp - Dividend Check Dnted Juno 1, 199/, 252.00 3 Conunorcc Bank: Chccking Plus Iloncy Ilnrket - Account 101,189.12 No.: 0512011057 4 Conunerce Bank- Chccking Account No.: 51 001567 0 - 1,180.55 Held Jointly with John R. Muth nnd John C. Bucher 1/3 Intarcst 5 CoreS tate Hamilton Bsnk: Scnior Citizcn Certificate of Deposit No.: 7788029: Issued 04/25/94: 3.92\ Interest: Maturity 04/25/95 50.000.00 6 CoreS tate Hamilton Bank: Scnior Citizen Certificate of Deposit No.: 7788029: Issued 04/25/94: 3.92\ Interest: Maturity 04/25/95 . Accrucd Intercst 436.83 7 CoreStnte Hamilton Bank: Scnior Citizen Checking Account No.: 59-04188-6 25.00 8 Dauphin Deposit Bnnk and Trust Company - Checking Account No.: 0081222149 39,236.66 9 $10,000 County of Lnckawanna Ceneral Obligation Bond: Series 1991: 6.40\ Interest - Interest Chock Dnted June 1, 1994 320.00 10 Cepitel Blue CraSH Ponnsylvllnio Bluo Shield . Refund of Unused Security 65 Medical Insurnnco 114 . 10 11 Conunonwcnlth of Pcnnsylyonia - 1993 Individusl Incomc Tax Refund 727.00 12 PNC N.A. - Certificate of Deposit No. 114-320-0172963 - Interost Check Dated 07/28/94 152.28 13 PNC, N.A. - Certificate of Deposit No.: 1143200172963: 4.05\ Interest: Maturity Datc 03/25/95 45,754.36 14 PNC, N.A. - Premium Interest Checking Account No. : 99,667.64 -1- \ INVENTORY Estate of: Date of Death: County: lIerolld J. Stahle Sr. July 31. 1994 Cumberland 511.0224315 15 PNC, N.A. . Premium Interost Checking Account No.: 5140224315 Accrued Interest 16 Travelers Cheque: $310 CCNB Bonk. N.A.; $320 American Express Traveler Cheque Subtotal Miscellaneous Personal Property: 11 InBurance Claim for Stolen 1985 Buick Station Wagon - United States Fidelity & Guaranty Co. 18 25% Residual Interest In The Estate of Ruth R. Stahle 19 Jewelry Appraised Value Subtotal Stocks/Listed: 20 1932 shares, A.G. Edwards, Inc 21 11 shares, Alaska Gold Company (Incorporated under the Laws of The Stato of Delawaro) 22 600 shares, AMP Inc. 23 80 shares, Champion Enterprises. Inc. (Incorporated Under The Laws of The State of Michigan) 24 300 shares, Colgate. Palmolive Company 25 551 shares I Commerce Bank/Harrisubrg 26 200 sharos, Dauphin Deposit Corporation 21 300 shares, Diversified Industries, Inc. (Incorporated Under The Laws of The State of .2. 100.34 690.00 339.845.88 3,169.15 1,988.56 364.50 11.522.81 34,051. 50 1.00 44,081. 25 2,682.50 15,853.13 12.122.00 5.200.00 11.25 INVENTORY Estate of: Date of Doath: County: Harolld J. Stahle Sr. July 31, 199/. Cumherland ........................................................................ .......... .. ...... .. .... ................................ ................ Revenuo Bonds Collection Sewer System: 7.20' Interest: Due 12/01/99 52 $15000 Bucks Ceunty I'A lIater 6< Sewer Authority Revenue Bonds Collection Sewer System: 7.20\ Interest: Due 12/01/99 - Accrued Interest 177.53 53 $10000, Central Dauphin I'A School District General Obligation Bond; 7.1.5\ Interest: flue 06/01/98 10,556.00 54 $10000 Central Dauphin I'A School District Ceneral Obligation Bond; 7.45\ Interest: Due 06/01/98 Accrued Interest 122.47 55 $10000, Chester County I'A Hospital Authority Revenue Bonds I'hoenlxvllle Hospital: 7.10\ Interest: Due 07/01/99 10,510.00 56 $10000 Chester County I'A Hospital Authority Revenue Bonds I'hoenlxvllle Hospital; 7.10\ Interest: Due 07/01/99 - Accrued Interest 58.36 57 $10000. Clinton County I'A Solid IInste Authority Revenue Bonds GTD: 6.75' Interest: Due 11/01/2006 10,669.00 58 $10000 Clinton county I'A Solld Wnste AuthorIty Revenue Bonds GTD; 6.75\ Interest: Due 11/01/2006 Accrued Interest 170.14 59 $10000, Contsvllle I'A Aren School District Genernl Obligation Bonds Sedes A; 5.3\ Interest: Due 10/01/2009 9,375.00 60 $10000 Coatsvllle I'A Aren School IHatl'lct Ceneral Obligation lIonds Serlea A: 5.3\ Intercst: Duc 10/01/2009 . Accrucd Interest 175.70 61 $20000, Conestoga Valley I'A Scheol District General Obligation Bonds; 5.55\ Interest: Due 05/01/2011 19,01.6.00 62 $20000 Conestoga Valley I'A School District General Obligation Bonds; 5.55\ Interest: Due 05/01/2011 Accrued Interest 279.78 63 $20000, Cornwall-Lebanon I'A School District Genel'al Obligation Bonds: 5.95\ Interest: Due 02/15/2007 20,44/..00 - 5- INVENTORY Estate of: Date of Death: County: Harolld J. Stahle Sr. July 31, 1994 Cumberland ........................................ .................................................................. .................................... 6/, $20000 CornwRll-l.ebanon I'A School District General Obligation Bonds: 5.95\ Interest: Due 02/15/2007 - Accrued Intereat 65 $20000, Cornwall-Lebanon I'A School District Bonds; 6.10\ Interest: Due 02/15/2013 66 $20000 Cornwall-Lebanon I'A School District General Obligation Bonds; 6.10\ Interest: Due 02/15/2013 Accrued Interest 67 $15000, CrAwford County General Obligation Bonds: 6.40\ Interest: Due 02/15/2001 68 $15000 Crawford Central School District 91; Crawford County General Obligation Bonds: 6.40' Interest: Due 02/15/2001 - Accrued Interest 69 $10000, Danvllle I'A Area School District General Obligation Bonds; 6.B\ Interest; Due 05/01/2007 70 $10000 Danvllle I'A Area School District General Obligation Bonds; 6.B' Interest; Due 05/01/2007 Accrued Interest 71 $40000, Dauphin County I'A Hospital Authority Revenue Bonds I'olycllnlc Medical Center Harrisburg; 6.65\ Interest; Due 08/15/2005 72 $40000 Dauphin County Hospital Authority Hospital Revenue Bends SerIes of 1991 1'01ycll.nlc Medical Center of Harrisburg I'roj ect; 6.65\ Interest; Due 08/15/2005 - Accrued Interest 73 $10000, Dauphin County I'A General Authority Revenue Bonds AA 7 Term Scheduled Tender 06/01/9B; 7.10\ Interest; Due 06/01/2026 74 $10000 Dauphin County I'A General Authority Revenue Bonds~AA 7 Term Scheduled Tender 06/01/2026 Accrued Interest 75 $10000, Dauphin City I'A Genoral Authority Revenue Bends, Insd I'A Pooled West Chester Series A 7.3\ Interest; Due 01/01/2000 - Called 07/01/94 76 $20000, Delaware County I'A Authority College -6- 545 . 41 20,088.00 559.17 15,lB4.50 440.00 9,996.00 151. 23 41,776.00 1,219.17 10,123.65 116.71 10,200.00 IB,660.00 INVENTORY Eatate of: Date of fleath: County: Uarolld J. Stahle Sr. July 31, 1994 Cumberland .... .. .............. .... ...... .... .............. .... .............. ...................... ............ .................. ........................ 162 $10000 I'ocono Hountaln I'A School District General Obligation Bonds: 5.375\ Interest. Due 11/15/2008 . Accrued Intorest 113.39 163 $10000, I'ocono Mountain I'A School District General Obligation Donds Series AA: 5.75\ Interust; Due 10/01/2009 9,797.00 164 $10000 I'ocono Hountnln .'A School Dllltrict Goneral Obligation Bonds Series AA; 5.75\ Interest; Due 10/01/2009 - Accrued Interes t 143.36 165 $10000, South Butler County I'A School District General Obligation Bonds; 5.5\ Interent: Due 10/01/2012 9,387.00 166 $10000 South Butler County I'A School District General Obligation Bonds: 5.50\ Interest; Due 10/01/2012 -Accrued Interest 137.12 167 $35000, Salisbury Townahlp I'A Schoel District Bonds General Obligation Series A; 6.2\ Intercst: Due 09/01/2004 36,004.50 168 $35000 Salisbury Township I'A School District Bonds General Obligation Series A: 6.20\ Interest: Due 09/01/2004- Accrued Interest 903.67 169 $5600, Sharon Stell Corp. 13 1/2 Subordinated Sinking Fund Debenture Due 2000; Bankruptcy Case No. 87-207E; Western DistrIct of I'A - Award 26.75 170 $30000, Solance I'A School District Bonds Gencral Obligation Series II: 5.9\ Interent; Due 02/01/2011 30,285,00 171 $30000 Solonco I'A School DIstrict General Obligation Series B: 5.90\ Interest; Due 02/01/2011 - Accured Interest 885.00 172 $5000, State Pub School Building Authority I'A Cellege Revenue Bonds Northampton County Area Cmnty I'roject; 6.75% Interest: Due 03/15/2009 $5000 State Public Schoold Building Authority I'A Cellege Revenue Bonds Northampton County Area Cmnty Project: 6.75% Interest; Due 03/15/2009 - Accrued Interest 5,397.50 173 125.63 -14 - , '. INVWTORY Estate of: Date of Death: County: lIarolld J. Stahle Sr. July 31, 199/, Cumberlond .............................................. .. .............. .... ...... ............ ............... .............................................. 174 $10000, Stroudsburg I'A Municipal Authority Water Revenue Bonds: 7.50\ Interest: Due 06/01/2000 175 $10000 Stroudsburg I'A Municipal Authority lIater Revenue Bonds: 7.50\ Interest: Due 06/01/2000 _ Accrued Interest 176 $10000, University I'lttsburgh I'A Bonds University Cap I'roject Series A: 7.80\ Interest: Due 06/01/99 177 $10000 University of Pittsburgh I'A Bonds University Cap I'roject Series A: 7.80\ Interest: Due 06/01/99 - Accrued Interest 178 $10000, Upper Montgomery I'A Jt Auth Sewer Revenue Bonds 6.75\ Interest: Due 05/15/2013 179 $10000 Upper Montgomery I'A Jt Auth Sewer Revenue Bonds 6.75\ Interest: De 05/15/2013 - Accrued Interest 180 $10000, Venango County PA General Obligation Bonds REF Series A: 5.25\ Interest: Due 07/15/2015 181 $10000 Venango County PA General Obligation Bonds REF Series A: 5.25\ Interest: Due 07/15/2015 _ Accrued Interest 182 $25000, Wallenpaupock I'A Area School District Bonds General Obligation: 5.50\ Interest: Due 04/01/2011 183 $25000 Wallenpaupack I'A Area School District Bonds General Obligation: 5.50\ Interest: Due 04/01/2011 - Accrued Interest 184 $25000, Warwick I'A School District General Obligation Bonds; 5.60\ Interest: Due 07/01/2010 185 $25000 Warwick I'A School District General Obligation Bonds: 5.60\ Interest: Due 07/01/2010 _ Accrued Interest 186 $10000, Westmoreland County PA General Obligation Bonds Refunding Series 0; 5.25\ Interest: Due 08/01/2009 -15- 10,547.00 123.29 1l,02B.00 12B.22 10,337.00 142.40 8,962.00 23.01 23,677.50 342.81 24,387.50 115.07 10,075.00 F .-, .""",'" .' _ __ ..-_. _ __ .'_ . ._ ...., __. _.. __ _~~ _. ._ ...._ ~ ... __ .__ __. ",H' .__. _.. . _. ''-' ~ _ ,_ _,n ..~. ._ .- _. .-._ _ ,'. ~ .-_. .,.._ _ ..... ,,~ --- .... D AA 0 2309' 5' COMMONWEALTH OF PENNSYLVANIA NO. DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX ~'!,l~:~ .~~fII~ IIY.l1fIJlIl.Uj RECEIVED FROM. i ACN ASSESSMENT r:'I CONTROL ~ NUMBER AMOUNT RICHARD R LEFEVER ESQ 100 PINE STREET 101 .t . ~03-.4te HARRISBURG PA 17101 'OIDk'" . ESTATE INFORMATION, ~ FILE NUMBER ~ 21-1994-0696 !l'I NAME OF DECEDENT (LAST) I!;,I STAHLE, HAROLLD ... DATE OF PAYMENT 1M 04/2a /9:5 EJ POSTMARK DATE COUNTY 0 JOO-tO CUMBERLAND DATE OF DEATH 07/31/94 REMARKS DOROTHY I STAHL & HAROLD STAHL JR SEAL CHECKtI 1050 SSN e07-09-0134 (FIRSTI J.SR. (Mil m TOTAL AMOUNT PAID .e.903.48 SG RECEIVED BV/ /llIh,..(;..:.:.,. (~-'"" ,;) l' SlONAfiiiE / . , '.. ,~ I ,~-~. MARY C. LEWIS;,." ,,",(' REGISTER OF WILLS ,.. V REGISTER.OF WILLS ~---_._--'---------------------------------7-~--------- , ,~ '-;' " ' .. - - ..........,,,.,....-- , , , ..;".---.--'-':_'-"---"'_II-!iiI- .-.- .. -.. ,-,<" I v /'1 Jl r.- t'! ./ ACN 101 REV-1607 EX AFP 112-94* CDH"OHWUlTH OF PtNNSYlVANIA DEPAATHEhT OF REV[HUE IURUU OF I HDIVlDUAl T AXU DEPT. ZI:l601 tlARAISIURO, PA l1ua~0601 INHERITANCE TAX STATEMENT OF ACCOUNT DATE 11-06-95 ESTATE OF STAHLE HAROLLD J FILE ND. 21 94-0696 DATE DF DEATH 07-31-94 COUNTY CUMBERLAND NOTE, TO INSURE PROPER CREOIT Te YOUR ACCOUNT. SUaHIT THE UPPER PORTION eF THIS FORN WITH YOUR TAX PAYNE NT TO TIlE AOORESS SHOWN. NAKE CHECK PAYABLE AND RENIT PAYNENT TO, , RICHARD R LEFEVER MCNEES ETAL PO BOX 1166 HBG PA 1710B REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Allount R..1thd CUT ALONG THIS LINE ~ RETAIN~ LOWER PDRTION FOR YDUR FILES ... Rifv=i60-j-ix--AFii-iiz-=94j-------...--iNifERiifANCir-fAlf-sriifEHE-Nf-o-F-Ac:Couiif--.-i.--------------------- ESTATE DF STAHLE HAROLLD J FILE ND.21 94-0696 ACN 101 THIS STATENENT IS PROVIOEO TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH IN TNE NANED ESTATE. SHOWN BELOW IS A SUNNARY OF TNE PRINCIPAL TAX OUE. APPLICATION eF ALL PAYNENTS. THE CURRENT BALANCE, ANO. IF APPLICABLE, A PReJECTEO INTEREST FlCURE. DATE 11-06-95 DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 10-03-95 PRINCIPAL TAX DUE I 17.586.10 PAYMENTS ITAX CREDITS), PAYMENT DATE 10-28-94 RECEIPT NUMBER MM913132 DISCOUNT 1+1 INTEREST 1-) 879.30 16.706.79 AMOUNT PAID TDTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 17 ,586.09 .01 .00 .01 . IF PAlO AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF AOOITleNAL INTEREST. I IF TOTAL DUE IS LESS THAN '1, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTEO AS A "CREDIT" ICRI, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE eF TNIS FORN FeR IHSTRUCTleNS. I . _..-" -_.~-, if. I'" I.., ;,' PA't'HENTI DetKh U. top portion of thh NaUea wMt .ubIllt with you" paY1tWlt ... p.ptsh to thl "... end addnn p"lntld on thl tava".a .ldI. If RESIDENT DECEDENT a_a check 0" QM)' ardlr paVBbla tOI REGISTER OF WILLS, AGENT. If HON.RESIDEHT DEUIJ[HT ... chKk or ene)' orda" pI)'abh tor COKHOHWEALTH OF PENNSVLVANIA. All pII~" teealvld ahlU ~ .,lJld flr.t to ....V Intar..t which ..y bI duI ..lth In)' r...lnda" .,UId to thl t... RffUND (eR)1 A r.flftd of a tax erldlt, WhIch .... not nqu..tld on tha T.. Alturn, ..y be r..,..tH bv eo~llt1ng an *Applleltlon fa" Rlfund of Penn.vlvanla Inhl"ltDnCI and E.tatl Tax" (REY-ISIS). Application. .rl IVlllabla It the Dfflca of the Regl.tlr of WIll., an)' of th. lS Ravenue DI.trlet Dfflc.. or frol thl o.partaent'. Z4.hou" In.werlne ..rvlce nuaber. fa" fare. ordlrlngl In Penn.)'Jvenl. l.eOO-S6Z-Z0S0, aut.ld. penn.vlvanl. IlI'ld ..lthln 1ac.l flurhbura .r.. (717) 787-eOlM, TOOl (717) nz-usz Olnrlng IlIIPllnd only). REPLY TDI Qu..tlan. rlg.rdlna arror. cantaln.d on thl. notlcl .hauJd be 8ddrl"~ tal PA D.p.rt..nt of RlvlnUI, Burlau of Incllvldu.l Tax.., ATTNI Paat A......ant Ravl... Unit, Dlpt. Ze0601, tturhburg, PA 17UI-0601, phona (717) 787"6505. If anv tax ~ I. p.ld within thraa (3) calend.r .untha Iftlr th. d'c.d~t'l dllth, . flya parcant (S~) dlacount of thl taM p.ld I. allowed. DISCOUNT I INTERESTI Int.r..t I. charOld blglnnlno wIth flr.t d.)' of dlllnquencv, or nlnl (,) lonth. end ani (1) dlv frDl the dat. of dlath, to thl data of plyaent. 'axI. which bac... dallnquent bafora Janulrv I, I'IZ b..r Int.r..t at tha rat. of .Ix (6~) parcant p.r ~ calcullt.d at . d.11y rlt. of .000164. All tax.. whIch bac... delinquent on and aft.r January 1, l'IZ wIll b..r Int.ra.t .t a r.t. whIch will vary fraa c.land.r V"" to clllnd.r y..r with that rat. announcH by the PA n.p.rtaent of n.vanu.. Tha appllcabll Int.r..t rat.. for 1'8Z through 1995 arll Ya.r Intarl.t Rita O.lly Int.r..t Fecto" V..r Int.r.tt Rat. O.lly Intlr..t Factor nlz 20X .000541 1987 'X .OOOZU nas 16X ,OOD4J1 l,aa.I991 IIX .000lDl 1914 IIX .0005DI 199Z OX .00OZ47 1985 UX .000356 1995-1994 7X .0001'Z 1... lOX .000274 1... .X .0002U ulntar..t I. c.lculated .. fallaw.1 INTEREST ~ BALANCE DF TAX UNPAID X NUNDER DF DAYS DELINQUENT X DAILY INTEREST FACTOR ..Any Hatle. I..uad aftar the tax b.ca... d.llnquent will raflect an Int.r..t calculation to fifteen (15) day. b.yond th. d.ta of tha ........nt. If plY.ant h ..sa .fhr thl Inhrut ca~t.tlon d.t. ahawn an the Hatlc., IMIdltlonal Int.ra.t aI.t b. calculabd. ~'1 I~ ".J-.J, '<{. 'J ~ REV-1607 EX AFP (12-94* COHHOHW{ALTH OF PENNSYLVANIA DEPAATHEHf or REVENUE BUREAU Of IHDIVIDUAl TAXES DEPT. 210601 ItAARISlURO, PA 17121-0601 ACN 102 INHERITANCE TAX STATEMENT OF ACCOUNT DATE 11-06-95 ESTATE OF STAHLE HAROllD J FILE NO. 21 94-0696 DATE OF DEATH 07-31-94 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION Of THIS fOR" WITH YOUR TAX PAY"ENT Te THE ADDRESS SHOWIt, MAKE CHECX PAYABLE AND RE"IT PAY"EKT TO. , RICHARD R LEFEVER MCNEES ETAL PO BOX 1166 HBG PA 17108 REGISTER OF WillS CUHBERlAND CO COURT HOUSE CARLISLE, PA 17013 Allount R..1tt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ REV =ilj"rfj-Ex-AFP-ii'2=94Y------.ii.--iii'ifEliiTAiicif-;:iix-sriifeHEri;:-ii,;-iiifcoiJ'iW-.-..--------m---------- ESTATE OF STAHLE HAROLlD J FILE NO. 21 94-0696 ACN 102 THIS STATE"ENT IS PROVIDED TO ADVISE Of THE CURRENT STATUS Of THE STATED ACN IN THE NANEO ESTATE. SHOWN BELOW IS A SUHHARY Of THE PRINCIPAL TAX DUE, APPLICATION ef ALL PAYMENTS, THE CURRENT eALANCE, AND, If APPLICABLE, A PReJECTED INTEREST fIGURE. DATE 11-06-95 DATE OF lAST ASSESSMENT OR RECORD ADJUSTMENT. 10-30-95 PRINCIPAL TAX DUEl. 122,159.50 PAYMENTS (TAX CREDITSl. PAYMENT DATE 10-28-94 04-28-95 RECEIPT NUMBER MM913132 AA023095 DISCOUNT (+) INTEREST (-) 5,962.Bo .00 AMOUNT PAID 113,293.21 2,903.48 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST . If PAID AfTER THIS DATE, SEE REVERSE SIDE fDR CALCULATIDN ef ADDITIeNAL INTEREST. I If TDTAL DUE IS LESS THAN tl, NO PAY"ENT IS REQUIRED. If TOTAL DUE IS REfLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE A REfUND. SEE REVERSE SIDE Of THIS fOR" feR INSTRUCTIONS. I TOTAL DUE 122,159.49 .01 .00 .01 '. 1_,.: i.) PAYHEHr. DetllCh the top porUon of thi, Notice land __It with your p.~t ... p.,lbl. to the MH Bnd Itddr... printed on the tev.t.. side. If RfS1DEHT OECEIJ[HT ... chec:k or aone, order pI....ad. tOI REGISTER Of WILLS, AGENT. 11 HO,HtUlDENT DECEOEHr 1.1 chedc 0,. IOMY ord.,. plyllbl, tal COHttONWEALTH OF PENNSVLVANIA. AU p'1Hfth rKltvM tIlal1 tMI ...1J~ flnt to en.. Int.,...t which ..y tNI ~ with MY ,....lnder applied to the tax. REfUND (tAh A r.fund 0' . t.. credltl which .... not r.qu..teet on the hie Alturn, ..y be 'eIIUI.led by co..-IaUng an "Application fat R,'lRt of PIWWlIVIv.,I. JnhllrUanu end Elt,t, hx" CR[V-l!UJ. Application. .r. .v.llabl. lit the O,'lcII of the A-ellt.,. of Willi, any of the lJ R.,,~ Dl,t,lct O"lc.. or 'roil the O~.,.t'ent.. Z4-hour 1IIII'I1".rlng ..tvlclI ,...,.. far for.. orduln'lI In P.""lyl"."I. l-100-562-l050, outlld. PWV'Ilylv..,l. end ..Itnln locII Hetrl'burg ,r.. (117) 7"-ID94, TOOl (717) 77Z-ZZ5Z (H'.rlng I~alred only), REPLV TOI au..tlon. r-aerdlng .ttOt. contained on thl. notlea ~ld b. addt....d tOI PA n.p.tt.ant of Rav~, Butaeu of tncUvldUal Ta..., AnNI Put A......."t Ravb" Unit. n.pt. 180601, IIltrhburg, PA I1U8-0601. Phonl (111) 787'6505, I' any tl. dua I. paid within thr.. (3) cIlendar .unthl .ft.r the dlc.dant'. d..th, a flv. p.rcant C5X) dl'c~t of thl hlle paid II allDlifed, DJSCOltlT, INTEREST I Int.r..t I. ch.rgld b'8lnnlng with flr.t day of d.llnqu~y, o~ nine C9. ~th. and Dna Cl) dlY 'tu. tha dlt. of d..th, to the dlta of paw-ant, T.... which bee... d.llnquant be'or. Janu.ry 1, 1982 b..r Int.r..t .t the tat. of .Ix f6X) parcent par ~ calculated at a dilly rltl of .000164. All t.... which bee... d.llnquent on and .ftar January I, 1'8Z will b..r Int.t..t at a rlt. Which will vaty froe calendar ya.r to calendlr ya.r '11th thlt rat. announcad by tha PA naplrt.ant of Aavenue, The appllcabla tntara.t rat.. for 1982 through 1995 aral Va., Jnt.,a.t R.t. OIUy Int"..t Fector Va., lnter..t R.t. O.Uy Jntlr..t Factor 198Z lOX .000548 1987 .X ,OOOZ47 198' ,.. ,ooooa 1988-1991 IIX ,nUQ1 .... IIX .Ooosal ...2 .. ,000241 19a5 ISX ,OOUS6 1993-1994 'X .000192 .... lOX ,OQQZ74 1995 'X .OQQZ47 --Jnt"..t II calculat.d .. 'ollow., INTEREST a BALANCE 01' TAX UNPAID X NUnsER 01' DAYB DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. h.ued Iftar the t.1C bKO'" dallnquent wU1 ",UKt en Intar..t celculatlon to flft.." US) dliYI bayond tha dlt. of tha .......ant. If p.~t I. -.de .ft't the Int.t..t cu.put.tlon d.ta lhown on tha Notice, ~dltlonll Int.,...t ""It be calcul.t... ~)l; 'j _EOf HaUtE'1 To fulf.ll tha requlra..... 0' Sactlon 11~5 Cb) of the Inheirlt.w:a WMi E.tata Tu Act, Act lZ of 19ji. 17Z P.I_ Section rl45). PA\1tEHTI Deit.ch the top portion a' thll Notlc. IW1d IUbIIt ....th Your p.YMnt to the Regllta" of NUl. P"lntM on the r,v.r.a .Ide. .... Haka check or Mnav order P.yllbl. tOt REGISTER OF HILLB.. ACEH'r. t" AU p.-,. '...1... ....UIHo _U.. fir.' .. on. 'ntor... ""I'" ... .. .... with on. '...lnd.. _".. .. ''''' 'ox. RU'UND (eR) I A r.furld of . tlUC cncUt alV ~ ,,~.t~ bv COIlpl.Ung .., ooAppllutlon fa,. RdLht of Penn'VI".".a Inhe,.ltenc. end Eltlt. r-x" (REV...nU). APPllcIUon. ar. avaUabla .t the Office of the R.gllt.r 0' Wllh, on. o' ''''' .. R........ Dh,.le. Dff'e.. o. .... .... ......,oon... "'hou. on,,,,,,, '."1.. ........ 'or ..... .....1... In PennlVlvenla 1-.00-562-2050, out. Ide P~lvlv.nla end w.thln local H8,.,.I.burg .r.. (717) 7.7-.094, fDD. (71n nZ-Z151 (....rlng IlIpalrMl Dn!v). D.JECTlllHS. .... por', In In'.r... no. ...hfl.. with t"" .....__. .. ... .. ........ on "'10 notle. ... "Joe, within .bty C60J d.v. of ncalpt of thh NaUe. bVI ""..,.Itt.., proh.t to the PA Dep."tNnt of A.v......., laa"d of ApP"'" D~t. 111011, H,,.,,IBbu,,g, PA 17UI"U21, OR -..Iectlng to h.v. the ..tt." d.t.talned U audit 0' the pe"'anel "ept..entaUv., OR --epp..1 to the O"phan.' Court. ADMIN- UTAA UVE CDAAECUOHSI Factual .t,.o". d.lCov.t.d on thh ..........t lhauld be 8dd"...~ In wrlUng tOI PA lMpa,.t.."t of RavW1Ue, Iu".eu 0' Individual l..... ATTNI POlt A.....-.ot R.vlew ~It. Oapt. '10601. H.rtllburg. PA 17I'I-D601. Phone (717) 7'7-6505. S.. p.a. ;5 of the bookie' "In.tructlon. for Inh.rlhnca r-x Ratutn fat. Rnld."t Dec~t- (REV-ISOI) 'ar en ..pIBnatlon of ~ln..trBtJvelv Cotrectabl_ e,.ro".. INTIRf:ST I Fa" dat.. 0' daath on 0,. eUet 10-.1.'1. P"".vlVwtla Eatete TB. b..~ on tM Fadttel E.t.t. Tax raturn becOlHl. d.lI~t et th.. ,XPI,.etlon of nl". CD') IIOnth. fra the dlt. of d..th, Fot data. af de.th ptlo" to 10"3-91. P..,.,.vlvanl. E.hte T.IC b.'ed on the F_r.1 E.t.tl TIlM rlturn bee"... chllnqu..,t It tM ..plrlllon of light.." (JII) aonth. fro. the det. of dIIlth. 'elC" .mIdi bee... d.lInqullf'tt b.fo". Janu.rv 1, 1911 ba." Inta"..t at the tete of .ix u:n parc..,t p.,. ennu. c.lculat.d at e daUv r.t. of ,000164. AU t.... WhIch b.e... d.Unqullf'tt on a" eft." January I. 1912 will b..r Inta"..t at a "et. lifhlch wUI Vltv f"D' celandar V'.r to cellnde,. y.a" with that ,.at. IWVWtUncad bV the PA o.p.tt.."t Df A.v.,.,., The IIppUCebla Int.r..t tIt.. fo,. 1911 through 1995 .tll ~ Int.r..t Rlt. OaUv Intlt..t Facto,. ~ Int."..t A.t. O.U" Int.rllt Facto" 1911 lax ,00054' 19.7 .~ .000247 19U 16:C: .0004Ja 1911I-1991 Ill( ,ODD;501 .... U~ ,000301 .... .~ .0DDZ47 1'15 In .000356 199.1"1994 7~ .00Dl" 1916 JD:C: .000:74 "95 ox ,OOOZ47 ....Int.r... I. calcul.t~ .. follCltilu INTEREST 0 BALAHCE OF TAX UNPAID X NUNDER OF DAYB DELINqllEHT X DAILY INTEREST FAl:'tOR --Anv Notice haued 1ft." the tlUC bee.... dellnquen, w.l1 nUact an inter'lt calculltlon to flft.., (15) din bavond the data of thl ........"t. If Plvaant I. IIlda aftlt the Inter..t COIpUt.tlon det. ahown on the Hotlc.. IdcUUonel Int.rllt ""It b. calculltad. Ii ._,__t).'\'. i , {l<-H<..-W-tJ!.l.tL/ {~'<-';l:jt \ "-~-- COMPROMISE TAX AGREEMENT A CompromlDe Tax Aereement is hereby offered thiD 2nd day of October, 1995, by th.. l'"nnDylvania Department of R"venu", hereafter the "Dopartment", to peraonol repreocntotiveo, hereafter the "Representativesn, of the Eotat" of lIarolld J. Stahle, late of Cumberland County, Pennsylvania, and who died on 3lot day of July, 1994, (File No. 2194-0696). TO WIT, The Department haD offered to compromlDe the tax due on all future interesto In the above estate where the tax rate could not be established with certainty for the amount of $122,159.50. The RepreDentativeD have accepted the CompromlDe Tax amount of $122,159.50, and The Repreoentativeo hove aereed to pay the above Compromise Tax amount, plua any applicable interest, within oixty (60) days of the date of acceptance of this A&reement, and The RepresentativeD hereby authori;:e the Department to apply to the above Compromise Tax, any and all exlstin& I'ennsylvania Inheritance and/or Estato Tax Credito in excess of the inheritance tax due in the above estate on all current intereoto 00 well 00 on all future intereota where the tax rate hao been eotablished with certainty, and The Department a&reeo that payment of the above Compromiae Tax in full, includln& applicable Interest, within aixty (60) days of the date of acceptance of thin A&reement, will conntltute full payment of all inheritance tax otheNioe due on the transfer of the future interesta conaidered in thin Compromis" Tax Aereem"nt and, conaequently, no additional nasoocment will be issued, and This offer ia mnde subject to th" condition that acceptance ther"of muat be received by the Department within thirty (30) days of receipt of thia A8reement by the duly authori;:ed estate Representativea reported on tho I'ennoylvania Inharitnnue Tax Return. termo Tho R,'preoentative. hereby acce~.t~_ the above offer and a8ree to the thereof thin )l/tt, day of 'I i -'.(" ~ , 19~. Accepted for the Department Re~ /J .4 / . ,(/~ ' ,~........~Vl..'I _{,X ri,l...,_ Director Bureau of Individual Taxes Truot v~~e~~t of Accepted for the Estate, 10-2-95 ;(f!P1 dfi';j;; c' 0 At;1r~'I (Rep sentative) ! , . \,' 11 ~ ''rI~ ~ ,'J' //~ f ,'- - , I- ( '. t'll; 1.(, (Repreeentative 10-2-95 S-ITIINII37 08:CR:347 if6"~n7~-t< &'r WitV ~ '--'-,- ;;,- .....".~, . -~ .:s .. - ,: 0- ~ I- :g ~ ,/'/' ~ 1P o;t:.. ,.:.. .::> \:..I .~" -a ~ \t'! '" - "",~-.. [1 . PURPOSE OF HonCEI PAVHENT I REFUND ICA)I OBJ(CnOH$1 AD"IN- ISTRATIVE CORRECTIONS I PEHALTVI INTEREST I To 'ulflll the r.qult..entt 0' s.ctlon 2IltS (b) 0' the Inh.r1tanu and Elt.te h. Act. Act 21 0' 1995. 172 P.S. bctlon 9Ilt5). D.tech the top portion 0' thl, Hotlc. and .ub.lt with your pav.,nt to the Rlgl.t.t 0' will' prlnt.d on the rlv.r,. IIde. ..- "eke ch.d~ or eon.v ord.r p'vabll tal REGISTER OF MILLS, AGENT. A re'und 0' B ta. cr.dlt ..v be r.qu..tad bV cOBPletlng an "Application fat R.lund 01 Penn.vlvanll Inherltancl Bnd E,tate hx" IREV-UU), APpllCII\lon. Ir. IIvallabll at the OHlu of thl RIIII,t.r of WlIh. anv of thl ZJ R.vlnul DI.trlct offlc.. or fro. the D.part..nt'. Zft-hour IIn.w.rlng ,.rvlc. nulb.r, for lor., ord.rlngl In P.nn.ylvanlll 1-laa"S6z..za50. out,ld. PIM.ylvanle and within locel Harrhburg ar.a C717J 781-109". TOO' C7171 77Z"Z25Z CHI.rlng lapalr.d onlvl. Anv p.rtv In Intor..t not ..tl.fl.d with the ........nt of ta. a. .hown on thl. notlcl ..v obJlct within .I.tv C60J day. 01 rlcllpt of thl. Hotlc. bVI "'writt.n prot..t to the PA D.p.rt..nt 0' N.vanu.. Board of Appull, D.pt. UIOZI. Itarrhburg. PA 17IU-IOU, OR .....I.ctlng to h.v. the ..tt.r d.t.raln.d .t audit of the p.r.on.1 r.pr...ntatlv.. OR .-app..1 to the Orphan.' Court Factu.1 .rror, dl.cov.rod on thl. ........nt ~Id b. .ddr....d In writing tal PA Dlp.rt..nt of R.vlnu.. Bur.au 01 Individual Ta.... AllNI J'lo.t h....~t Rnhw Unit, n.pt. Z10601. Hartisburg, PA 171:8-0601, Phonl (717) 787-6505. S.. pagl 5 ~f tho bookl.t "In.tructlon. lot Inhorltanca 'ax R.turn lor I Re.ldent Dlc.dent.. IREV-ISOI) for an ..planatlon 01 adllnl_ttatlvllv corr.ctabl. arror.. I Ih. 15~ ta. ..nl.ty non'p.rtlclp.tlon pln.lty I. co.put.d on the 10t.1 of the t.x IInd Int.r..t .......d, and not paid b.'or. J.nu.ry 18. 1996. the flr.t day .'lar tha .nd of the la. ..na.ty p.rlod. Thl. non'p.rtlclp.tlon p.n.lty I. .pp.al.bl. In the .... ..nn.t .nd In lh. the .... tl.. p.rlod a. vou would .pp..l the tax and Int.r..t th.t h.. b..n .......d a. lndlcatad on thIs notlc.. Addltlon.1 Pann.vlvanla (.t.t. Tax .......d a. . r..ult of . changa on thu Fad.ral E.talo I.. clo.lng l.tt.r bleD... d.llnquont .t the ..plratlon of ~ (I>> eonth fro. Ih. data the final notlcl 0' thl Incroa.. In F.d.r.l E.tat. T.. I. rac.lv.d. I.... which blca.. d.IJnqu.nt blfor. Janu.ry I. 198Z b..r Int.r..t .t thl rat. of .1. (6~J plrc.nt p'r annul c.lculat.d at a d.llv rat. of .00016ft. All t.... which b.ca.. dlllnquant on ot .ftlr January I, 191Z will b..r Int.r..t at a rat. Which will vatV fro. c.l.ndar v.ar to callndar v..r with 'h.t rat. announc.d bv the PA D.part.ant of R.venue. Th. appllc.bl. Int.r..t r.I.. for 198Z through 1998 .r.1 ~ Inlar.lt Rllt. D.llv Int.n.t FI'lclor ~ Inhr..t Rat. Dallv Intarnt Factor 1982 ZO~ .0005ft8 1987 .~ .00Ull7 1981 16~ .00DUe 1988"1991 In .000lDl 191ft 11:< .000lDl '9'1' .~ .aOOZIt1 1985 U~ .OOGSS6 1995-1994 1~ .oaaln 1986 IO~ .oau,,, 1995-1998 ox .OOUtt7 ".Int.,nt is calculat.d .. foUowlI INTEREST = BALANCE OF TAX UNPAID X NUftBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR -"AnV Hlltln Iuuld .fhr thl ta. bftCo... d.llr'1CJ*1t will ralhct an Intlrnt calculation to flft..n (15) d.y. b.vond the date of the ........nt. If pav..nt I. .ed. ,'t.r thl Int.r..t co.putatlon d.t. .~ on the Hotlca. I'lddltlon.1 Int.,..t au.t b. calcuhtMf. ,......., 1998-02-17 U.S. Treasury - Refund of overcharged intereet on U.S. Estate Tax deficiency 1994-07-31 $10,000 County of Lackawanna General Obligation Bond; Series 1991; 6.40\ Interest - Interest Check Dated June 1, 1994 1994-08-11 Capital Blue Cross pennsylvania Blue Shield - Refund of Unused Security 65 Medical Insurance 1995-05-23 TL Enterpriaes, Inc. - Refund of Magazine Subscription 1995-09-21 Commerce Bank - 2/3 of the Proceeds of the Stahle, Muther, Bucher Checking Account No.: 0015670 - to be used to repay 2/3 of the expenses advanced by the Stahle Estate for Sthale, Muth, Bucher property expenses 1996-05-29 Stahle, Muth, Bucher - reimbursement of expenses paid on behalf of the partnership interest 1998-01-31 Miscellaneous Adjustment 1998-02-28 Future Receipt. U.S. Treasury - 1994-95 U.S. Fiduciary Income Tax Refund attributed to audit changes to the U.S. Estate Tax Return 1994-07-31 Commonwealth of Pennsylvania - 1993 Individual Income Tax Refund 1994-07-31 PNC N .A.' - Certificate of Deposit No. 114-320-0172963 - Interest check Dated 07/28/94 1994-07-31 PNC, N.A. - Certificate of Deposit No.: 1143200172963; -2- r-- 472.79 320.00 114.10 1.17 2,361.10 2,298.28 739.80 6,835.00 727.00 152.28 45,754.36 -., .-- 02/01/94 I 5,0\ Intflreot; Dua 11/15/2009 - Accrued Intereot 1994-07-31 $20000, Bethlehem PA Area School Diotrict General Obligation Bondal 5.50\ Intereotl Due 09/01/2010 19,276.00 1994-08-01 $20000 Bethlehem PA Area School District General Obligation Bonde 5.50\ Intereat/ Due 09/01/2010 - Accrued Intereot 458.08 1994-07-31 $15000, Bucko county PA General Obligation Bondo Serieo AI 5.95\ Intereot/ Due 03/01/2000 15,835.50 1994-08-01 $15000 Bucks County pennoylvania General Obligation Bonde Serleo A 1992/ 5.95\ Intereot/ Due 03/01/2000 - Accrued Interest 367.00 1994-07-31 $10000, Bucko County PA Water & Sewer Authority Revenue Bonds Collection Sewer Syateml 6.75\ Interestl Due 12/01/2004 10,641.00 1994-08-01 $10000 Bucks county PA Water & Sewer Authority Revenue Bonds Collection Sewer Syoteml 6.75\ Interestl Due 12/01/2004 - Accrued Intereet 110.96 1994-07-31 $15000, Bucko county PA Water & Sewer Authority Revenue Bonda Collection Sewer Syotem/ 7.20\ Intereet; Due 12/01/99 16,168.50 1994-08-01 $15000 Bucka County PA Water & Sewer Authority Revenue Bondo Collection Sewer Syotem/ 7.20\ Interest; Due 12/01/99 Accrued Interest 177.53 1994-07-31 $10000, Central Dauphin PA School District General Obligation Bondi 7.45\ Interestl Due 06/01/98 10,556.00 -6- I") ~. 1994-08-01 $10000 Central Dauphin PA School District General Obligation Bond; 7.45\ Interest; Due 06/01/98 Accrued Interest 122.47 1994-07-31 $10000, Chester County PA Hospital Authority Revenue Bonda Phoenixville Hospital; 7.10\ Intereat; Due 07/01/99 10,510.00 1994-08-01 $10000 Cheste~ County PA Hospital Authority Revenue Bonda Phoenlxville Hospital; 7.10\ Interest; Due 07/01/99 - Accrued Interest 58.36 1994-07-31 $10000, Clinton County PA Solid Waste Authority Revenue Bonds GTD; 6.75\ Intereet; Due 11/01/2006 10,669.00 1994-08-01 $10000 Clinton County PA Solid Waste Authority Revenue Bonds GTD; 6.75\ Interest; Due 11/01/2006 - Accrued Interest 170.14 1994-07-31 $10000, Coatsville PA Area School District General Obligation Bonds Series AI 5.3\ Interest; Due 10/01/2009 9,375.00 1994-08-01 $10000 Coatsville PA Area School Diotrict General Obligation Bonds Series A; 5.3\ Interest; Due 10/01/2009 - Accrued Interest 175.70 1994-07-31 $20000, Conestoga Valley PA School District General Obligation Bonds; 5.55\ Interest; Due 05/01/2011 19,046.00 1994-08-01$20000 Conestoga Valley PA School District General Obligation Bonde; 5.55\ Interest; Due 05/01/2011 - Accrued Interest 279.78 1994-07-31 $20000, Cornwall-Lebanon PA 20,444.00 -7- n !~ school District General Obligstion Bonde, 5.95\ Intereat, Due 02/15{2007 i L, I 'I I I 545,41 1994-08-15 $20000 cornwall-Lebanon PA school District General Obligation Bondsl 5.95\ Interestl Due 02/15/2007 - Accrued Intereet 20,088.00 1994-07-31 $20000, cornwall-Lebanon PA school District Bondal 6.10\ Intereetl Due 02/15{2013 559.17 1994-08-15 $20000 cornwall-Lebanon PA school District General Obligation Honds, 6.10\ Interest, Due 02/15/2013 - Accrued Interest 1994-07-31 $15000, crawford county General Obli9ation Bonda, 6.40\ Interest 1 Due 02/15/2001 15,184.50 1994-08-15 $15000 crawford central school District 911 crawford County General Obligation Bonds 1 6.40\ Interestl Due 02/15/2001 _ Accrued Interest 440 1994-07-31 $10000, Danvllle PA Area School District General Obligation BondS, 6.8\ Interest, Due 05{01{2007 9,996.00 1994-08-01 $10000 Danvllle PA Area school Diatrict General Obligation Bondsr 6.8\ Interestl Due 05/01{2007 - Accrued Interest 151.23 1994-07-31 $40000, Dauphin county PA Hospital Authority Revenue Bonds Polyclinic Medical center Harrisburgl 6.65\ Interestl Due 08{15/2005 41,776.00 1994-08-15 $40000 Dauphin County Hoapital Authority Hospital Revenue Bonds series of 1991 polycliniC Medical center of Harrisburg project; 6.65\ 1,219.17 .8- .~ ,- school District General Obligation Bond, Series of 1994/ Dated 02/01/94/ 5.0\ Interest/ Due 09/01/2010 1994-08-01 $10000 Keystone Central School District General Obligation Bond seriea 1994/ Dated 02/01/94/ 5.0\ Interest/ Due 09/01/2010 - Accrued Intereat 184.40 1994-07-31 $25000, Lower Bucks County PA Jt Municipal Authority/ Sewer , Water Revenue Bonds/ 6.0\ Interest/ Due 11/15/2007 25,900.00 1994-08-01 $25000 Lower Bucks County PA Jt Municipal AuthoritYI Sewer , Water Revenue Bonds I 6.0\ Interest/ Due 11/15/2007 - Accrued Interest 316.44 1994-07-31 $35000, Lower Bucks County PA Jt Municipal AuthoritYI Sewer , Water Revenue Bonds 6.2\ Interestr Due 11/15/2012 36,001.00 1994-08-01 $35000 I.ower Bucks County PA Jt Municipal AuthoritYI Sewer , Water Revenue Bonds/ 6.2\ Interest/ Due 11/15/2012 - Accrued Interest 457.78 1994-07-31 $10000, Lackawanna County PA General Obligation BondsI6.40\ Interestl Due 12/01/2004 10,755.00 1994-08-01 $10000 Lackawanna County PA General obligation Bondsl 6.40\ Interest; Due 12/01/~004 - Accrued Interest 105.21 1994-07-31 $10000, Lackawanna County PA Multi Purp Stad Revenue Bonds I 7.60\ Interest; Due 08/15/92 - Proceeds of Sale 10,000.00 1994-07-31 $20000, Lancaater County PA General Obligation Bonds Second Series I 5.90\ Intereat, Due 11/01/2006 20,238.00 -12- .~ Bonds Series A 19911 6.95\ Interestl Due 09/15/2010- Accrued Interest 1994-07-31 $15000, Montgomery Township PA Municipal Sewer Authority Sewer Revenue Bonds GTDI 6.90\ Interestl Due 05/15/2000 1994-09-01 $15000 Montgomery Township PA Municipal Sewer Authority Sewer Revenue Bonds GTD, 6.90\ Interestl Due 05/15/2000 - Accrued Interest 1994-07-31 $10000, North Penn PA School District General Obligation Bonda, 6.90\ Interestl Due 09/15/2001 1994-09-01 $10,000 North Penn PA School District General Obligation Bonds I 6.90\ Intereat, Due 09/15/2001 - Accrued Interest 1994-07-31 $50000, PA St Fin Authority school Revenue Bonds South side Area Sch DIst Beaver County project Dist A; 5.50\ Interestl Due 09/01/2009 1994-09-01 $50000 PA St Fin Authority School Revenue Bonds South SIde Area School District Beaver County Project DIst-AI 5.50\ Interestl Due 09/01/2009 - Accrued Interest 1994-07-31 $20000, Pennsylvania State Higher Educational Facs Authority College & University Revenues Bonds series 14; 6.9\ Interest; Due 01/01/99 1994-09-01 $20000 pennsylvania State Higher Educational Facs Authority College & University Revenue Bonds Series 14; 6.9\ Interest; Due 10/01/97 - Accrued Interest -15- ~ 15,369.00 219.34 10,714.00 257.10 47,655.00 1,130.56 20,399.00 113.42 ~ 1994-07-31 $10000, pennsylvania state Higher Educational Facs Authority college & Univeraity Revenues Bonds Xnsd Dorm PCPS Aasoc Ltd, 9.0\ Interestl Due 10/01/97 1994-07-31 $10000'pennsylvania State Higher Educational Faca Authority College & university Revenue Bonds Insd Dorm PCPS Assoc Ltd, 9.0\ Interestl Due 10/01/97 - Accrued Interest 1994-07-31 $10000, Penna St Pub School Building Authority Lease Revenue Bonds Series BEl 8.50\ Interestl Due 11/01/96 1994-08-01 $10000 Penna St Pub School Building Authority Lease Revenue Bonds Series BEl 8.5\ 'Interestl Due 11/01/96 - Accrued Interest 1994-07-31 $10000, Pen Argyl PA Area School District General Obligation Bonds Series B; 6.25\ Interestl Due 09/01/2009 1994-08-01 $10000 Pen Argyl PA Area School District General Obligation Bonds Series B; 6.250\ Interestl Due 09/01/2009 - Accrued Interest 1994-07-31 $50000, Penns Manor Area School District General Obligation Bondsl 6.1258\; Due 09/15/2012 1994-08-01 $50000 penns Manor Area School District PA General Obligation Bonds 921 6.1258\ Interest; Due 09/15/2012 - Accrued Interest 1994-07-31 $10000, perkasie Borough Authority Bucks County, Pennsylvania Water and Sewer Revenue Bond, Series of 19941 -16- 10,571.00 224,38 10,129.00 214.25 10,030.00 256.94 52,165.00 1,139.93 9,550.00 t""I ~. ~ . Obligation Bonds Series AAI 5.75\ Interestl Due 10/01/2009 - Accrued Interest 1994-07-31 $10000, South Butler County PA School Dlatrict General Obligation Bondsl 5.5\ ,Interest 1 Due 10/01/2012 9,387.00 1994-07-31 $10000 South Butler County PA school District General Obligation Bondsl 5.50\ Intereatl Due 10/01/2012 -Accrued Interest 137.12 1994-07-31 $35000, Salisbury Township PA School District Bonds General Obligation Series AI 6.2\ Interestl Due 09/01/2004 36,004.50 1994-08-01 $35000 Saliebury Township PA School District Bonds General Obligation Series AI 6.20\ Interestl Due 09/01/2004- Accrued Interest 903.67 1994-07-31 $5600, Sharon Stell Corp. 13 1/2 Subordinated Sinking Fund Debenture Due 2000; Bankruptcy Case No. 87-207EI Western Diatrict of PA - Award 26.75 1994-07-31 $30000, Solanco PA School District Bonds General Obligation Series B, 5.9\ Interestl Due 02/01/2011 30,285.00 1994-08-01 $30000 Solanco PA School District General Obligation series BI 5.90\ Interestl Due 02/01/2011 - Accured Interest 885.00 1994-07-31 $5000, State Pub School Building Authority PA College Revenue Bonds Northampton County Area Cmnty Projectl 6.75\ Interestl Due 03/15/2009 5,397.50 1994-08-01 $5000 State Public school Building Authority PA College Revenue Bonds Northampton 125.63 -19- ~ ,-. County Area Cmnty Project; 6.75\ Interest; Due 03/15/2009 _ Accrued Intereet 1994-07-31 $10000, Stroudsburg PA Municipal Authority Water Revenue Bonda; 7.50\ Interest; Due 06/01/2000 10,547.00 1994-08-01 $10000 Stroudsburg PA Municipal Authority Water Revenue Bonds; 7.50\ Interest; Due 06/01/2000 - Accrued Interest 123.29 1994-07-31 $10000, University pittsburgh PA Bonds University Cap project Series A; 7.80\ Interest; Due 06/01/99 11,028.00 1994-08-01 $10000 University of Pittsburgh PA Bonds university Cap Project serics A; 7.80\ Interest; Due 06/01/99 - Accrued Interest 129.22 1994-07-31 $10000, Upper Montgomery PA Jt Auth Sewer Revenue Bonds 6.75\ Interest; Due 05/15/2013 10,337.00 1994-08-01 $10000 Upper Montgomery PA Jt Auth Sewer Revenue Bonds 6.75\ Interest; Due 05/15/2013 - Accrued Interest 142.40 1994-07-31 $10000, Venango County PA General Obligation Bonda REF Series A; 5.25\ Interest; Due 07/15/2015 9,962.00 1994-09-01 $10000 Venango County PA General Obligation Bonds REF Series A; 5.25\ Interest; Due 07/15/2015 - Accrued Interest 23.01 1994-07-31 $25000, Wallenpaupack PA Area School District Bonds General obligation; 5.50\ Interest; Due 04/01/2011 23,677.50 1994-07-31 $25000 wallcnpaupack PA Area 342.91 -20- I') ,'. GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS/PRINCIPAL Gain Loss 1997-12-01 $10000, York PA City Sewer Authority Sewer Revenue Bonds Guaranteedl 7.7\ Interestl Due12/01/2001-97 - Called Net Proceeds Fld. Acq. Value 10,000.00 10,932.00 0.00 932.00 1995-04-21 1932 shares, A G Edwards Inc. Net Proceeds Fid. Acq. Value 45,004.43 34,051.50 10,952.93 0.00 1994-0a-01 17, shares Alaska Gold Co. (Incorporated undr the Law of the State of Delaware) - Worthless Net Proceeds Fld. Acq. Value 0.00 1.00 0.00 1.00 1996-06-03 $10000, Allegheny County PA Hospital Developement Authority Revenue Bonds St.Frances Medical Center Project Prerefunded 06/01/96 - Redemption Net Proceeds Fid. Acq. Value 10,200.00 10,772.00 0.00 572.00 1994-10-25 $5000, Allegheny County PA Hopsital Devel. Authority Revenue Bonds St. Frances General Hospital projectl 9.625\ Interestl Due 07/15/2001 - Redemption Net Proceeds Fid. Acq. Value 5,075.00 5,075.00 0.00 0.00 -23- I) ,...-. - ,_a. 1994-08-01 $20000, School District of the City Allentown, Lehigh County, PA General Obligation Bonds Ssriea of 1987/ 7.0\ Interestl Due 08/01/95 - Called 08/01/94 Net Proceeds Fid. Acq. Value ~ '1995-04-21 1200 ahares, AMP Inc. Net Proceeds Fid. Acq. Value 20,000.00 20,000.00 0,00 0.00 46,228.45 44,081. 25 2,147.20 0.00 1997-12-01 $10000, Bucks County PA Water & Sewer Authoriy Revenue Bonds Collection Sewer System/ 6.75\ Interestl Due 12/01/2004 - Called Net Proceeds Fid. Acq. Value 10,000.00 10,641.00 0.00 641.00 1996-06-01 $10000, Central Dauphin PA School District General Obligation Bond Prerefunded 06/01/96 @ 1001 7.45\ Interestl Due 06/01/98-96 - Called Net Proceede Fid. Acq. Value 1995-04-21 80 shares, Champion Enterprises Net Proceeds Fid. Acq. Value 10,000.00 10,556.00 0.00 556.00 2,465.91 2,682.50 0.00 216.59 1996-07-01 $10000, Chester County PA Hospital Authority Revenue Bonds Phoenixville Hoapitall 7.1\ Interestl Due 07/01/99 Called 07/01/96 - Interest Net Proceede 10,000.00 -24- .~."--' :~ :":--.'" ~ :' Fid. l\cq. Value 10,510.00 0.00 510.00 - :_1- 1995-~4-21 300 sharee, colgate palmolive '.,co,:. 0.00 Net proceeds Fid, IIcq. Value 20,939,30 15,853.13 5,,086,1.7 1995-02-24 ,,55 share, commerce Bank. .~ Harrisburg Net proceeda~ Fld. IIcq. Value 12.65 11.52 1995-04-21 578 shares, commerce Bank Harrisburg, PII Net proceeds Fid. IIcq. Value 10,693.00 12,110.48' 't-. ~ 1997-08-15 _ $20000. cornwall-Lebanon school Distrlct General, Obligation Bonds I 5.95\ Interest I Due 02/15/2007 Call @100\ 08/15/97 Pll ;" - Full Net proceeds Fid. l\cq. Value 20,000.00 20,444.00 0.00 444.00 1997-08-18 $20000, cornwall-Lebanon PII school Dietrict General Obligation Bondsl 6.10\ Interest; Due 02/15/2013 - Full Call @100\ 08/1S/97 Net proceedS Fid. l\cq. ~Value 20,000.00 20.088.00 0.00 ~ 88.00- 1995-02~16 $15000, crawford cnet school District PII. crawford County oeneral0bligation BondS; 6.4\ Interest; Due 02/1S/2001 - , Redemption Net proceedS 15.000.00 -2S- i. \ \ , i 1 . l \~ I .~ .~ l ; \ '" -~~ Fld. Acq. Value 15,184.50 0.00 184.50 1996-08-30 Sold 1/3 Interest In Parcel 35 039 033, Crume Mill Road, Lower Paxton Townahip, Dauphin County PA Net Proceeds Fid. Acq. Value 11,676.79 30,000.00 0.00 18,323.21 1996-08-15 $40000, Dauphin County PA Hospital Authority Revenue Bonda Polyclinic Medical Center Harriaburg Prerefunded 08/15/96 @100, 6.65\ Interest, Due 08/15/2005-96 Net Proceeds Fld. Acq. Value 40,000.00 41,776.00 0.00 1,776.00 1995-12-04 $10000, Dauphin County PA General Authority Revenue Bonda AA 7 Term School D Tender 06/01/98; 7.1\ Interest; Due 06/01/2026 - Called Net Proceeds Fid. Acq. Value 10,000.00 10,123.65 0.00 123.65 1994-07-31 $10000, Dauphin City PA General Authority Revenue Bonde, Insd PA Pooled West Chester Series A 7.3\ Interest, Due 01/01/2000 - Called 07/01/94 Net Proceeds Fid. Acq. Value 10,200.00 10,200.00 0.00 0.00 1995-04-21 200 shares, Dauphin Deposit Corp. j t Net Proceeds Fid. Acq. Value 4,600.00 5,200.00 0.00 600.00 -26- ("'-y Fid. Acq. Value _/"''''' 900.00 75.00 0.00 1994-07-31 $10000, Lackawanna County PA Multi Purp Stad Revenue Bondsl 7.60\ Interestl Due 08/15/92 Net Proceeds Fid. Acq. Value 10,000.00 10,000.00 0.00 0.00 1997-11-03 $35000, Lancaster County PA Net Proceeds Fid. Acq. Value 35,000.00 35,756.00 0.00 756.00 1998-02-17 $10000, Lehigh County PA General Purp Auth Rev Bonds Ref College Muhlenberg College I 6.0\ Interestl Due 08/01/2005 - Full Call Net Proceeds Fid. Acq. Value 10,000.00 10,121.00 0.00 121.00 1996-11-07 $10000, Manheim Twp PA School District General Obligation Bonds Series A, 6.3\ Intereatl Due 05/01/2005 - Called at 100\ 11/01/96 Net Proceeds Fid. Acq. Value 10,000.00 10,288.00 0.00 288.00 1997-07-01 $10000, Media Boro PA Gtd Water Revenue Bonds 7.8\ Interestl Due 01/01/2002 _ Full Call ~100 07/01/97 Net Proceeds Fid. Acq. Value 1995-04-21 100 shares, Mobile Home Net Proceeds Fid. Acq. Value 10,000.00 10,870.00 0.00 870.00 186.24 968.75 0.00 782.51 -28- !"""'\ f'. Net Proceeds 10,000.00 Fid. Acq. Value 10,571.00 0.00 571,00 1994-11-29 $10000, Penna St. Pub School Building Authority Lease Revenue Bonds Series BEl 8.50\ Interestl Due 11/01/96/ Complete Call 11/1/94 Net Proceeds 10,000.00 Fid. Acq. Value 10,129.00 0.00 129,00 1997-09-02 $10000, Pen Argyl PA Area School District General Obligation Bonds Series B, 6.25\ Interestl Due 09/01/2009 - Redemption Net Proceeds 10,000.00 Fid. Acq. Value 10,030.00 0.00 30.00 1997-09-15 $50000, penns Manor Area School District PA General Obligation Bonds/ 6.1258\ Interestl Due 09/15/2012 on 09/15/97 @100, Full Call 09/15/97 - Interest Net Proceeds 50,000.00 Fid. Acq. Value 52,165.00 0.00 2,165.00 1996-12-02 Tract of Land Situate In Rye Townahip, marysvllle Boro, Perry County, penneyl vania Ne t Proceeds 0.00 Fid. Acq. Value 2,200.00 0.00 2,200.00 1996-07-01 $20000, Philadelphia PA Water & Sewer Revenue Bonds 12th Series; 7.5\ Interest I Due 07/01/96 - Matured Net Proceeds 20,400.00 Fid. Acq. Value 21.534.00 0.00 1,134.00 -30- _0'->"""'-"-''''.'''- -") . - - . - I:: , . . II i ,..- ~ 1996-07-01 $20000, Philadelphia PA Water & Sewer Revenue Bonda 12th Seriea prerefunded 07/01/961 7.75\ Intereatl Due 07/01/2001-96 Called 07/01/96 11102 Net Proceeds Fld. Acq. Value 20,400.00 21,626.00 0.00 1,226,00 1997-0S-18 $15000, pine Grove PA Area School District Bonds General obligation I 6.2\ Interestl Due 02/15/2009 - Full Call 11100 08/15/97 Net Proceeds Fid. Acq. Value 15,000.00 15,147.00 0.00 147.00 1995-03-02 $10000, pittaburg City General Obligation Bonds Series 851 . 8.60\ Intereatl Due 03/01/97 - Called Net Proceeds Fid. Acq. Value 10,200.00 10,486.00 0.00 286.00 1995-04-21 100 sharee, Recognition International Inc. Net Proceeds Fid. Acq. Value 679.97 787.50 0.00 107.53 1996-09-04 $35000, Salisbury Twp PA School District Bonds General Obligation series AI 6.2\ Interestl Due 09/01/2004 - Redemption Net Proceeds Fid. Acq. Value 1994-08-01 849 aharea, San Carlos I 35,000.00 36,004.50 0.00 1,004.50 -31- -~ .r- 1996-12-02 03$000, Woatmol'Oland County I'll aeneral Obligation Bondo prerefUnded 12/01/96 el00, 7.4\ lntereet, Due 12/01/2002-96 - Celled Net proceeds I'id. IIcq. ValUe 36,000.00 37,278.50 0.00 2,278.50 1996-02-02 $10000, Wileon I'll IIrea School District Bondo Oeneral Obligation I'rerefunded 02/16/96 .100, 6,7\ Interest, Maturity 02/126/2001-96 - Called Net Pl'oceede Pid. IIcq, Value 10.000.00 10,3BO.00 0.00 3S0.00 1995-04,21 300 ohares, Winnobego Indo. lnc, Not Proceeds I'id. IIcq. Value 2,977,39 2,878.13 99.26 0.00 1997-12-01 $10000, York I'll City Sewer Authority Sewer Rovenue Bonds, auel'anteod Pl'orefunded 12/01/97/ 7.3\ Intereat/ Due Decembel' 12/01/99- 97 - Cslled Not proceeda pid. IIcq. Value 10,000.00 10,809.00 0.00 B09.00 Totel Gsina and Lossen/Principal Loaa Loas Net Oain 3B,5S5.0B 47,536.34 (B, 951. 26) 47,536.34 -33- i""'\ custodian Fees 1995-04-05 Dauphin Deposit Bsnk and Trust company - Agency Account No.. 1353024442 - cuatodlan Fes 1995-05-05 Dauphin Deposit Bank and Trust Company - Agency Fees 1995-11-07 Dauphin Deposit Bank and Trust Company - Agency Account - Custodian Fees 1997-12-0B Dauphin Deposit Bank & Trust Company Agency Account - Custodian Fee 1997-12-31 Dauphin Deposit Bank & Trust Company - Custodian Fee 199B-02-05 Dauphin Deposit Bank & Trust Company - Custodian Fee 1997-12-1B Internal Revenue Service - Interest on U.S. Estate Tax 1994-0B-31 First Federal Savings & Loan Association - Deluxe Checks 1994-09-01 The Sentinel Agency Inc. - Property Searches Advance by McNees, Wallace and Nurick 1994-09-23 Fast Print - Duplication Coats Advance by McNees, Wallace & Nurick 1994-10-03 McNees, Wallace & Nurick - Fast Print - Photocopy Charges Advance by McNees, Wallace & Nurlck 1994-10-19 The sentinel Agency Inc. - Real Property Searches Advance by McNees, Wallace & Nurick 1994-11-04 First Federal Savings and Loan Association - Deluxe Checks -36- /""~ lBl.16 407.54 163.56 213.92 126.79 152.56 29,416.46 16.15 BO.OO 9.54 4.93 lBO.OO 16.15 ... -..-..- _..~........._~... --.."-- " property 1995 Real Estate Tax 1995-12-18 Harrisburg Storage Company - Storage of Decedent'a Records 1996-04-19 Paul G. Lingle - Removal of Trailer and Debris 1997-01-27 Harrisburg Storage Company - Annual Rental of Storage Unit - Store Mr. Stahle's pereonal Papers 1997-12-18 Harrisburg Storage Company- Storage of Estate Papers 1998-02-28 Harrisburg Storage - storage of decedent's financial document a 1995-05-09 McNees, Wallace' Nurick - Disbursements 1995-12-20 McNees, Wallace' Nurick - Disbursements 1996-10-08 McNeea, Wallace' Nurick - Disbursements 1997-09-26 McNees, Wallace' Nurick - Disbursements 1998-01-30 McNees, Wallace' Nurick - Disbursements 1994-09-14 cumberland Law Journal - Legal Advertisement Advance by McNees, Wallace' Nurick 1994-10-06 The Sentinel - Publication of Letters Testamentary - Legal Advertisement Advance by McNees, Wallace , Nurick 1994-08-17 cumberland county Register of Willa - Probate $515.00; Short Certificates $30.00; and Mlscellaneoue Probate fees $41 (Extra Pages $36.00 and JCP -38- 420.00 3,000,00 420.00 35.00 175.00 1,722,33 204.67 98.17 196.96 300.00 40.00 58.76 586.00 ,~;..+- ~ Fee $5.00) Advanced by McNees, Wallace & Nurick 1994-09-23 Regieter of Wills - Short Certificates I Advanced by McNees, Wallace & Nurick 315.00 1995-04-04 cumberland county Register of wills - Short Certificates 6.00 1995-04-24 Cumberland County Register of Willa - Additional Probate Fees 945.00 1998-02-28 cumberlsnd county Register of Willa - Account Filing Fees 333.00 1995-02-13 Loan to the Muth, Bucher and Stahle Partnerahip - to Pay Patsy R. Donmoyer, Tax collector for Lower Paxton Township - 1995 Real Estate Taxes on Muth, Bucher and stahle Property Known as Behrens - Estate will be reimbursed 488.10 1995-02-13 Loan to Muth, Bucher and Stahle Partnerships - to pay Dauphin Co. Tax Claim Bureau - 1994 School Real Estate Taxes on Muth, Bucher and Stahle Property Known as Behrena - Estate will be reimburaed 1,052.93 1995-02-13 Loan to Muth, Bucher and Stahle Partnership - to pay Joan D. Engle, Tax Collector for Palmyra Area School District - 1994 sch90l Real Estate Taxes on Muth, Bucher and Stahle Property - Estate will be reimbursed 1,430.00 52,118.13 Federal and State Taxes: 1995-04-24 Internal Revenue Service - ,U.S. Estste Tax 259,400.93 -39- I. ,-.. 1994-12-07 Harolld J. Stahle, Jr. - 10,000.00 Executor's Commissione 1997-12-18 Harolld J. Stahle, Jr. - 6,250.00 Executor's commissiona 1994-12-07 Dorothy I. Stahle - Executor'S 20,000.00 commiasions 1997-12-18 Dorothy I. Stahle - Executor's 6,250.00 commissions 1998-01-30 Dorothy I. Stahle - Executor's 6,250.00 Commissions 1998-01-30 Harolld J. Stahle, Jr. - 6,250.00 Executor'S Commissions 1995-05-09 McNees, Wallace " Nurick - 35,000.00 Legal Fees 1995-12-20 McNees, Wallace " Nurick - 2,757.00 Legal Fees 1996-10-08 McNees, Wallace " Nurick - 6,000.00 Legal Fees 1997-09-26 McNees, Wallace " Nurick - 7,000.00 Legal Fees 1998-01-30 McNees, Wallace " Nurick - 6,743.00 Legal Fees 116,980.00 Family Exemption, 1995-02-13 Dorothy I. Stahle - Partial Payment of Family Exemption 1,260.00 1995-02-13 S.F. Painting - Funds Paid on Behalf of Dorothy I. Stahle - Partial Payment of Family Exemption 740.00 2,000.00 Total Disbursements of Principal 695,878.37 -41- t'] .---- OISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES 1994-12-01 $10000, Baldwin & Whitehall PA School District General Obligation Bonds Series AI 5.6\ Interest I Due 01/15/2011 _ Distributed to Christine A. Penner Per Item 3(b) Specific Bequeat 1994-12-01 $10000/ Bethlehem PA Authority Water Refunding Bonda MBIA I 5.0\ Intereatl Due 11/15/2009 - Distributed to Eleanor M. Everhart Per Item 3(b) Specific Bequest 1994-12-01 $5000/ Bethlehem PA Area School District General Obligation Bondsl 5.5\ Intereatl Due 09/01/2010 - Olatributed to William Michael Everhart Per Item 3(c) Specific Bequest 1994-12-01 $5000/ Bethlehem PA Area School District General Obligation Bondsl 5.5\ Interest; Due 09/01/2010 - Oiatributed to Chria Mark Everhart Per Item 3(c) Specific Bequest 1994-12-01 $5000/ Bethlehem PA Area School District General Obligation Bonds; 5.5\ Interestl Due 09/01/2010 - Distributed to Robert J. Everhart Per Item 3(c) Specific Bequest 1994-12-01 $5000/ Bethlehem PA Area School District General Obligation Bondsl 5.5\ Interest; Due 09/01/2010 - Distributed to Steven R. Everhart Per Item 3(c) Specific Bequest 1996-09-12 Harolld J. Stahle, Jr. - -42- 9/502.00 9,037.50 4,819.00 4,B19.00 4/819.00 4/819.00 11/676.79 1"', Proceeds of 1/3 Interest in Cruma Mill Road Property 1994-12-01 $15000, Bucks County PA Water & Sewer Authority Revenue Bonds Collection Sewer Systeml 7.20\ Interestl Due 12/01/99 - Distributed to Betty J. Stahle per Item 3(0) specific Bequest 1994-12-01 $10000, Coatsvllle PA Area School District General Obligation Bonde series AI 5.3\ Interestl Due 10/01/2009 - Distributed to George William Everhart Per Item 3(b) specific Bequeet 1994-12-01 $5000, Conestoga Valley PA School District General Obligation Bondsr 5.55\ Interestl Due 05/01/2011 -Distributed To Noelle Christine Holliday Per Item 31c) Specific Bequest 1994-12-01 $5000, Conestoga Valley PA School District General Obligation Bondsr 5.55\ Interestl Due 05/01/2011 -Distributed To Richard W. Everhart Per Item 3(c) Specific Bequest 1994-12-01 $5000, Coneatoga Valley PA School Dletrict General Obligation Bondsl 5.55\ Interentl Due 05/01/2011 -Dintrlbuted To Carol L. Duman Per Item 3(c) Specific Bequest 1994-12-01 $5000, Conestoga Valley PA School District General Obligation Bondsr 5.55\ Interestr Due 05/01/2011 -Distributed To Irene L. Bonney Per Item 3(c) Specific Bequent 1994-12-01 $10000, Danville PA Area School District General -43 - 16,168.50 9,375.00 4,761.50 4,761.50 4,761.50 4,761.50 9,996.00 ~ Bequest Per Item 2 (b) (Iv) of Harolld J. Stahle, Sr,' sWill 1994-10-16 Grace Evangelical Lutheran Church of Highland park- Spaclflc Bequest Per Item 2 (b) (I) of Harolld J. Stahle, Sr.' sWill 1994-10-16 Grace Evangelical Lutheran Church of Roundtown- specific Bequest Per Item 2(b) (Ii) of Harolld J. Stahle, Sr.'s Will 1994-10-16 Grace Evangelical Lutheran Church of Roundtown- Specific Bequest Per Item 2(b) (vi) of Harolld J. Stahle, Sr.'a Will 1994-10-16 Keystone Area Council of the Boy Scouts of America - Specific Bequest Per Item 2(b) (Iii) of Harolld J. Stahle, Sr.'s will 1994-10-16 Central pennsylvania Business School; W.H. Hartsock Education Endowment Fund- Specific Bequest Per Item 2(b) (v) of Harolld J. Stahle, Sr.' 0 Will 1994-10-16 Humane Society of Harrisburg Area Inc.- Specific Bequest Per Item 2 (b) (vll) of Harolld J. Stahle, Sr.'e Will 1994-10-16 Community General Osteopathic Hospital of Harrlsburg- specific Bequest Per Item 2(c) of Harolld J. Stahle, Sr.'s Will .J 1994-10-16 100 Million Dollar Club; Zembo Temple of Harrisburg- Specific Bequest Per Item 2(d) of Harolld J. Stahle, Sr.'s Will -45- r- 5,000.00 5,000.00 5,000.00 5,000.00 5,000.00 5,000.00 2,000.00 1,000.00 210,238.04 .r" . ~ r. INFORMATION SCHEDULES--PRINCIPAL Investments Madel Changes in Investment Holdings I 1995-03-01 600 sharea, AMP Inc. - 2-For-1 Stock Split o 1995-02-17 27.55 sharea, Commerce Bank, Harrisburg PA - Received Stock in a 5t Stock Dividend .1994-08~15 EF Hutton Pennsylvania Fund Tax Exempt Municipal Inveatment Tr 1st Series - Principal Distribution 1995-01~10 Pennsylvania Insd. Muns. Income Tr. Unit 1st Ser Return of Principal 1995-01-24 Pennsylvania Insd. Muns. ~Inveatment Trust 1 Seriea - Return of Principal 1995-03-17 Pennsylvania Insd Muns. Income Tr Unit 1st Series - Return of Principal 346.20 1994-09-30 PNC Bank N. A. - Checking Account No. I 51-4022-4375 Partial Liquidation 94,500.68 1994-10-21 PNC Bank - Premium Interest Checking Account No.1 551-4022-4375 - Transfer of Funds to First Federal Savings and Loan Association Estate Checking Account 5,166.96 1994-09-26 Travelers Cheque - Received cash for $320 CCNB Bank, N.A;' Travelers Cheque .00 1994-10-11 Travelers Cheque - Received cash for $370 CCNB Bank, N.A. Travelers Cheques .00 -46- /"", 1994-12-01 $10,000 Allegheny County PA Hospital Dev Authority Revenue Bonds St Frances Medical Center Project, 7.625\ Interest/ Due 06/01/98 - Interest 255.91 1995-06-01 $10,000 Allegheny County PA Hospital Dev. Authority Revenue Bonds St. Frances Medical Center project, 7,625\ Interestl Due 06/01/96 - Interest 381.25 1995-12-01 $10,000 Allegheny County PA Hospitsl Dev. Authority Revenue Bonds/ St. Frances Medical Center project, 7.625\ Interestl Due 06/01/96 - Interest 381.25 1996-06-03 $10,000 Allegheny County PA Hospital Dev Authority Revenue Bonds St. Frances Medical Center Project Prerefunded 06/01/96/ 7.625\ Interest - Due 06/01/98 - Interest 381.25 1995-01-17 $10,000 Baldwin & Whitehall PA school District General Obligation Bonds series A, 5.50\ Interest I Due 01/15/2011 - Interest 250.45 1994-11-15 $10000 Bethlehem Authority Lehigh and Northampton Counties, Pennsylvania Water Revenue Refunding Bonds, Series of 1994/ Dated 02/01/941 5.0\ Interestl Due 11/15/2009 - Interest 144.52 1994-09-01 $20000 Bethlehem PA Area School District General Obligation Bonds/ 5.50\ Interest/ Due 09/01/2010 - Interest 91.92 1994-08-01 $15,000 Bucks County Pennsylvania General Obligation Bonds Series A 79.25 -48- . ':;""_.~_._~.,:- ;-..,-...... 0, .~ School Diatrlct General Obligation Bond prerefunded 06/01/96 ~100; 7.45\ Interest; Due 06/01/98-96 - Interest 1995-01-03 $10,000 Chester County PA Hospital Authority Revenue Bonda Phoenixville Hospital; 7.10\ Interest; Due 07/01/99 - Interest 296.64 1995-07-03 $10,000 Chester County PA Hospital Authority Rev Bonds Phoenixville Hospital; 7.10\ Interest; Due 07/01/99 - Interest 355,00 1996-01-02 $10,000 Chester County PA Hospital Authority Revenue Bonds Phoenixvllle Hospital; 7.1\ Interest; Due 07/01/99 - Interest 355.00 1996-07-01 $10,000 Chester County Pennsylvania Hospital Authority Revenue Bonds Phoenixville Hospital; 7.1\ Interest; Due 07/01/99 - Interest 355.00 1994-11-01 $10000 Clinton County PA solid Waste Authority Revenue Bonds GTD; 6.75\ Intereat; Due 11/01/2006 - Intereat 167.36 1995-05-01 $10,000 Clinton County Pennsylvania Solid Waste Authority Revenue Bonds; 6.75\ Intereet; Due 11/01/2006 - Interest 337.50 1995-11-01 $10000. Clinton County PA Solid Wast Authority Revenue Bonds ~ GTD 6.75\ Interest; Matures 11/01/2006 - Interest 337.50 1996-05-01 $10,000 Clinton County PA Solid Waste Authority Revenue Bonds GTD 6.75\; 11/01/2006 - Interest 337.50 I. i -51- .""'\ 1995-08-15 $20/000 Cornwall-Lebanon PA School District General Obligation Bondsl 5.95\ Intsrestl Due 02/15/2007 - Interest 595.00 1996-02-15 $20000 cornwall-Lebanon PA School Diotrict General Obligation Bonds 5.95\ Interest; Maturity Date 02/15/2007 - Interest 595.00 1996-02-15 $20/000 Cornwall-Lebanon PA school District General obligation Bonda 6.1\, Maturity Date 02/15/2013 - Interest 610.00 1996-08-15 $20,000 Cornwall-Lebanon PA school Distribution General Obligation Bonds; 5.9\ Interestl Due 02/15/2007 595.00 1997-02-18 $20/000 Cornwall-Lebanon PA School District General Obligation Bonds; 5.95\ Interest; Due 02/15/2007 - Intereot 595.00 1994-08-15 $20,000 Cornwall-Lebanon PA School District General Obligation Bonds; 6.10\ Interestl Due 02/15/2013 - Interest 50.83 1997-08-15 $20/000 Cornwall-Lebanon PA School Diatrict General Obligation Bonds I 5.95\ Interestl Due 02/15/2007 - Interest 595.00 1995-02-15 $20000/ cornwall-Lebanon PA School District General Obligation Bonds; 6.10\ Interestl Due 02/15/2013 - Interest 610.00 . 1995-08-15 $20/000 Cornwall-Lebanon PA School Diotrict Bondsl 6.10\ Interest; Due 02/15/2013 - 610.00 -53- '" ~ Interest 1996-08-15 $20,000 Cornwall-Lebanon PA School Distribution General Obligation Bonds; 6.1' Interest; Due 02/15/2013 610.00 1997-02-06 $20000 Cornwall-Lebanon PA School District Bonds 6.1'; Interest; Due 02/15/2013 - Interest 610.00 1997-08-15 $20,000 Cornwall-Lebanon PA School District Bonda; 6.1' Interest; Due 02/15/2013 - Interest 610.00 1994-08-15 $15,000 Crawford Central school District 91; Crawford County~General obligation Bonds; 6.40' Interest; Due 02/15/2001 - Interest 40.00 1995-02-15 $15000, Crawford Cnet School. District PA, Crawford county General Obligation Bonds; 6.4' Interest; Due 02/15/2001 - Interest 480.00 1994-11-01 $10000 Danville PA Area School District General Obligation Bonds; 6.8' Interest; Due 05/01/2007 - Interest 148.77 1994-08-15 $40,000 Dauphin County Hospital Authority Hospltsl Revenue Bonds Series of 1991 Polyclinic Medical Center of Harrisburg Project; 6.65t Interest; Due 08/15/2005 - Interest 110,83 1995-02-15 $40000, Dauphin County PA Hospital Authority Revenue Bonds Polyclinic Medical Center Harrleburg; 6.65t Interest; Due 08/15/2005 - Interest 1,330.00 ~ 1995-08-15 $40,000 Dauphin County PA Hospital Authority Revenue 1,330.00 -54- t""\ r.. 1353024442 - Money Market Fund - Intereot 1994-11-01 Dauphin Depooit Bank and Trust Co. - Agency Account - Navigator Fund Money Market - Interest 50.17 1994-12-01 Dauphin Deposit Bank and Trust Company - Agency Account - Navigator Fund - Money Market - Interest 67.67 1995-01-03 Dauphin Deposit Bank and Trust Company - Agency Account - Navigator Fund - Money Market - Intereat 133.45 1995-02-01 Dauphin Deposit Bank and Truot Company - Agency Money Market Account - Interest 133.82 1995-03-01 Dauphin Deposit Bank and Trust Company - ~Ioney Market/Navigator Fund - Dividend 167.09 1995-04-03 Dauphin Deposit Bank and Truot Company - Agency Account - Navigator Fund - Money Market Account - Interest 259.49 1995-05-01 Dauphin Deposit Bank and Trust Company - Navigator Fund - Intcreot 333.37 1995-06-01 Dauphin Depooit Bank and Truot Company - Agency Account - Navigator Fund - Money Market - Interest 208.33 1995-07-01 Dauphin Deposit Bank and Trust Company - Agency Account - Navigator Fund - Money Market - Intereot 254.75 1995-08-01 Dauphin Deposit Bank and Truot Company - Agency Account No. , 135302442 - Navigator Fund - Money Market Fund - Intereet 199.17 -56- ~') 1995-09-01 Dauphin Depoalt Bank and Trust 219.72 Company - Agency Account No.1 1353024442 - Navigator Fund - Money Market Interest 1995-10-02 Dauphin Deposit Bank and Trust 243 .48 Company - Agency Account No. 11353024442 - Navigator Fund - Money Market Interest 1995-11-01 Dauphin Deposit Bank and Trust 185.07 Company - Agency Account - Navigator Fund - Money Market - Interest 1995-12-01 Dauphin Deposit Bank and Trust 190.54 Company - Agency Account No.1 1353024442- Navigator Fund - Money Market Interest 1996-01-03 Dauphin Deposit Bank and Trust 266.93 Company - Agency Account No.1 1353024442- Navigator Fund - Money Market Interest 1996-02-01 Dauphin Deposit Bank and Trust 221.36 Company - Agency Account - Navigator Fund - Intereat 1996-03-04 Dauphin Deposit Bank and Trust 223.67 Company - Agency Account - Navigator Fund - Interest 1996-04-02 Dauphin Deposit Bank and Trust 227.44 Company - Agency Account - Navigator Fund - Intereot 1996-05-01 Dauphin Deposit Money Market 240.15 Account - Navigator Fund - Interest 1996-06-01 Dauphin Deposit Money Market 241. 20 Account - Navigator Fund - Interest 1996-07-01 Dauphin Depoalt Bank and Trust 276.89 I Company - Agency Account - I Navigator Fund - Money Market , I - Interest , I 1996-08-01 Dauphin Deposit Bank and Truet 380.80 ; -57- t""'\ ,"""" .~ Interest 1994-12-01 $20,000 Delawsre County PA Indl Dev Authority Revenus Bonds Refunding Recovery Project series AI 7.50\ Interestl Due 12/01/99 - Interest 503.44 1995-06-01 $20,000 Delsware County PA Indl Dev Authority Revenue Bonds Refunding Recovery Project series AI 7.50\ Interestl Due 12/01/99 - Interest 750.00 1995-12-01 $20,000 Delaware County PA Indl Dev Authority Revenue Bonds Refunding Recovery Project Series AI 7.5\ Interestl Due 12/01/95 - Interest 750.00 1996-06-03 $20,000 Delaware County PA Indl Dev Authority Revenue Bonda Refunding Recovery Project Series AI 7.5\ Interestl Due 12/01/99 - Interest 750.00 1996-12-02 $20,000 Delaware County PA Indl Dev Auth Revenue Bonds Refunding Recoverty Project Seriea AI 7.5\ Interestl Due 12/01/99 - Interest 750.00 1997-06-02 $20,000 Delaware County PA Indl Dev Authority Revenue Bonds Refunding Recovery Project Series AI 7.50\ ~nterestl Due 12/01/99 - Intereat 750.00 1994-09-01 $25,000 Derry Township School District Dauphin County, Pennsylvsnia General Obligation Bonds Series.AI 5~125\ Interestl Due 09/01/12 - Interest 113.85 1995-03-01 $25,000, Derry Township School 640.63 -61- --_.,.'-",..-."....~., 1""1 District Dauphin County, Pennsylvania Gsnsral obligation Bonds Series AI 5.125\ Interestl Due 09/01/12 - Intsrest 1995-09-01 $25,000 Cerry Township PA School District General Obligaton Bonds serlea AI 5.125\ Intereatl Maturity Date 09/01/2012 - Interest 640.63 1996-03-01 $25,000 Dsrry Township PA School District General Obligation Bonds Series AI 5.125\ Intereatl Maturity Date 09/01/2012 - Interest 640.63 1996-09-03 $25,000 Derry Twp PA School District General Obligation Bonda seriea AI 5.125\ Interestl Due 09/01/2010 - Interest 640,63 1997-03-03 $25,000 Derry Township PA school Diatrict General Obligtaion Bonds series A, 5.125\ Interestl Due 09/01/2012 - Interest 640.63 1997-09-02 $25,000 Derry Township PA School DIatrict General Obligation Bonds Serlee AI 5.125\ Interestl Due 09/01/2012 - Interest 640.63 1994-10-01 $15000 Dover PA Area School District General Obligation Bondsl 5.90\ Interestl Due 04/01/2010 - Interest 149.12 1995-04-03 $15,000 Dover, PA Area School District General obligation Bonds I 5.90\ Interestl Due 04/14/2010 - Interest 442.50 1995-10-02 $15,000, Dover PA Area School district Gneral Obligtion Bonds I 5.90\ Intereetl Due 04/14/2010 - Intereat 442.50 -62- r"\ Series B; 6.50\ Interest; Due 00/01/2006 - Interest 1995-00-01 $10,000 Ellwood City PA 325.00 General Obligation Bonds Series B; 6.5t Intereat; Due 00/01/2006 - Interest 1996-02-01 $10,000 Ellewood City PA 325.00 General Obligation Bonds Series B; 6.5t Interest; Maturity 00/01/2006 - Interest 1996-00-01 $10,000 Ellwood City PA 325.00 General Obligation Bonds Ref series B; 6.5t Interest; Due 00/01/2006 - Interest 1997-02-03 $10,000 Ellwood City PA 325.00 General Obligation Bonde Ref Series B; 6.5\ Interest; Due 00/01/2006 - Interest 1997-00-01 $10,000 Ellwood City PA 325.00 General Obligation Bonds Series B; 6.5\ Interest, Due 00/01/2006 - Interest 1990-02-02 $10,000 Ellwood City PA 325.00 Refunding serices B Dtd. 12/01/91; 6.5\ Interest; Due 00/01/06- Interest 1994-00-31 First Federal Savinga and Loan 0.32 Association Eetate Checking Account, Interest 1994-09-30 First Federal Savings and Loan 33.60 Association Estate Checking Account, Interest 1994-10-31 First Federal Savings and Loan 502.15 Association Estate Checking Account, Interest 1994-11-30 First Federal Savings and Loan 306.16 Association Estate Checking Account, Interest 1994-12-31 First Federal Savings and Loan 353.40 Association Estate Checking -64- !""'""I ,-- Association Estate Checking Account, Interest 1996-02-29 Firat Federal savings and Loan Association Estate Checking Account, Interest 14.88 1996-03-31 First Federal Savings and Loan Association Eatate Checking Account, Interest 18.24 1996-04-30 First Federal Savings and Loan Association Estate Checking Account, Now Harris savings Bank - Interest 13.16 1996-05-31 First Federal Savings and Loan Association Estate Checking Account, Now Harris savings Bank - Intereat 23.03 1996-06-28 First Federal savings and Loan Association Estate Checking Account, Now Harris Savings Bank - Interest 20.20 1996-07-17 First Federal Savings and Loan Association Estate Checking Account, Now Harris Savings Bank - Interest 0.94 1996-07-31 First Federal savings and Loan Association Estate Checking Account, Now Harris Savlnga Bank - Intereet 24.93 1996-08-30 First Federal Savlnge and Loan Association Estate Checking Account, Now Harris savings Bank - Interest 17.42 1996-09-30 First Federal savings and Loan Association Estate Checking Account, Now Harris Savings Bank - Intereat 29.55 1996-10-31 First Federal Savings and Loan Association Eatate Checking Account, Now Harris Savings Bank - Interest 33.10 -66- 1"""\ - 1996-11-29 First Federal Savings and Loan 7.17 Association Estate Checking Account, Now Harris Savings Bank - Interest 1996-12-31 First Federal Savings and Loan 8.91 Association Estate Checking Account, Now Harris Savings Bank- Interest 1997-01-31 First Federal Savings and Loan 17.30 Association Estate Checking Account, Now Harris Savings Bank- Interest 1997-02-28 First Federal Savings and Loan 7.27 Association Estate checking Account, Now Harris Savings Bank - Interest 1997-03-31 First Federal Savings and Loan 7.79 Association Eatate Checking Account, Now Harris Savings Bank - Interest 1997-04-30 First Federal Savings and Loan 11.00 Association Estate Checking Account, Now Harris Savings Bank - Interest 1997-05-30 First Federal Savings and Loan 16.78 Association Estate Checking Account, Now Harris Savings Bank - Interest 1997-06-30 Firat Federal Savings and Loan 9.97 Association Estate Checking Account, Now Harris Savings Bank - Interest 1997-07-31 First Federal Savings and Loan 10.76 Association Estate Checking Account, Now Harris Savings Bank - Interest 1997-08-29 First Federal Savinga and Loan 13.89 Association Estate Checking Account, Now Harris Savings Bank - Interest 1997-09-30 First Federal Savings and Loan 8.74 -67- r\ Maturity Date 10/01/97 Intereet ,1996-10-01 $10,000 Hampden Twp PA Sewer Authority Revenue Bonda Guaranteed, 6.60' Interest, Due 10/01/97 - Interest 1997-04-01 $10,000 Hampden Township PA Sewer Authority Revenue Bondsl 6.6' Interest, Due 10/01/97 - Interest 1997-10-01 $10,000 Hampden Township PA Sewer Authority Revenue Bonds Guaranteed, 6.60' Interest, Due 10/01/97 - Interest 1995-01-03 $10,000 Hampden PA Indl Dev Auth Indl Revenue Bonds Ref Raison Purina Co Project, 8.125' Interest, Due 01/01/2007 - Interest 1995-07-01 $10,000 Hampden PA Indl Dev Auth Indl Revenue Bond Ref Raison Purina Co Project I 8.125' Interestl Due 01/0/2007' - Interest 1996-01-01 $10,000 Hampden PA Indl Dev Authority Indl Revenue Bonds Ref Raison purina Co Project, 8.125' Interest; Due 01/01/2007 - Interest 1996-07-01 $10,000 Hampeden PA Indl Dev Auth Indl Revenue Bond Ref Raison Purina Co projectl 8.125', Due 01/01/2007 - Interest 1997-01-02 $10,000 Hampden PA Indl Dev Auth Indl Revenue Bonds Ref Raison Purina Co Project; 8.125' Interest; Due 01/01/2007 - Interest 1997-07-01 $10,000 Hampden PA Indl Dev Authority Indl Revenue Bonds Ref Raison Purina Co Project; -69- ---+ ~ ._.,.~ ..--"--',---- o _.~ 330.00 330.00 330.00 272.69 406.25 406.25 406.25 406.25 406.25 " '\ ~ I I r r I 1995-08-01 $10,000 Huntingdon Area PA School District General Obligtion Bonds Seriea Ar 5.4\ Interestr Due 02/01/2018 270.00 1996-02-01 $10,000 Huntingdon Area PA School District General Bonds Series A, 5.4\ Interest; Maturity Date 02/01/2018 - Interest 270.00 1996-08-01 $10,000 Huntingdon Area PA School District General obligation Bonds Series Ar 5.4\ Interest, Due 02/01/2018 - Interest 270.00 1997-02-03 $10,000 Huntingdon Area PA School District General Obligation Bonds Series A; 5.4\ Interestr Due 02/01/2018 - Interest 270.00 1997-08-01 $10,000 Huntingdon Area PA School District General Obligation Bonds Series A; 5.4\ Interest; Due 02/01/2018 270.00 1998-02-02 $10,000 Huntingdon Area PA School District Series A; Dtd. 11/15/93r 5.4\ Interestr Due 02/01/18 - Interest ,270.00 1998-02-17 U.S. Treasury - Interest on overcharge of interest on U.S. Estate Tax deficiency 4.05 1994-09-01 $10,000 Keystone central School District General Obligation Bond Series 1994; Dated 02/01/941 5.0\ Interest; Due 09/01/2010 - Interest 107.27 1995-03-01 $10,000, Keystone Central school District General Obligation Bonds, Series of 1994; Dated 02/01/94; 5.0\ Interest; Due 09/01/2010 - Interest 250.00 1995-09-01 $10,000 Keystone Penn Central 250.00 -71- - , General Obligation Bondsl 6.40\ Interest, Due 12/01/2004 - Interest 1995-06-01 $10,000 Lackawanna County PA General Obligation Bonds, 6.40\ Interest, Due 12/01/2004 - Interest 320.00 1995-12-01 $10,000 Lackawanna County PA General Obligation Bondsl 6.4\ Interest I Due 12/01/2004 - Interest 320.00 1996-06-03 $10,000 Lackawanna County PA General obligation Bondsl 6.4\ Interestl Due 12/01/2004 - Interest 320.00 1996-12-02 $10,000 Lackawanna County PA General Oblibation Bonds; 6.4\ Interest; Due 12/01/2004 - Interest 320.00 1997-05-15 $35,000 Lower Bucks County PA Joint Municipal Authority Sewer & Water Revenue Bonds; 6.2\ Interest: Due 11/15/2012 - Interest 1,085.00 1997-06-02 $10,000 Lackawanna County PA General obligation Bonds, 6.4\ Interest, Due 12/01/2004 - Interest 320.00 1997-12-01 $10,000 Lackawanna County PA General Obligation Bonds; 6.4\ Interest; Due 12/01/2004 - Interest 320.00 1994-11-01 $20000 Lancaster County PA General Obligation Bonds Second seriesr 5.90\ Interest, Due 11/01/2006 - Interest 295.81 1995-05-01 $20,000 Lancaster County PA General Obligation Bonds Second Seriesr 5.9\ Interest; Due 11/01/2006 - Interest 590.00 1995-11-01 $20,000 Lancsster County, PA 590.00 -74- '\ r 1996-08-01 $10,000 Lehigh County PA General Purpose Authority Revenue Bonds Ref College Muhlenberg college AMBAC, 6\ Interestl Due 08/01/2005 - Interest 300,00, 1997-02-03 $10,000 Lehigh County PA General Purpose Authority Revenue Bonds Ref College Muhlenberg College AMBAC; 6.0\ Interest, Due 08/01/2005 - Interest 300. 1997-08-01 $10,000 Lehigh County PA General Purpose Authority Revenue Bonds, college Muhlenberg College, 6\ Interestl Due 08/01/2005 - Interest 300 1997-08-01 $10,000 Lehigh County PA General Purpose Authority Revenue Bonds College Muhlenberg College; 6\ Interest; Due 08/01/2005 - Interest 1998-02-02 $10,000 Lehigh County PA General Purp Auth Rev Bonds Ref College Muhlenberg College, 6.0\ Interest; Due 08/01/2005 - Interest 300.00 1998-02-17 $10,000 Lehigh County PA General Purp Auth Rev Bonds Ref College Muhlenberg College; 6.0\ Interest; Due 08/01/2005 - Interest 23. 33 1994-11-01 $10000 Manheim Township PA School District General Obligation Bonds Series A; 6.3\ Interestl Due 05/01/2005 - Interest 156.21 1995-05-01 $10,000 Menheim Twp. Pennsylvania school District General Obligation Bonds Series A; 6.3\ Interestr Due 05/01/2005 - Interest 315.00 -78- ,'--" ~, 1995-05-15 $15,000 Montgomery twp. Pennsylvania Mun. Sewer Authority Sewer Revenue Bonds GTD, 6.9\ Interest, Due 05/15/2000 - Interest 517.50 1994-09-15 $10,000 North Penn PA School District General Obligation Boonds; 6.80\ Interest, Due 09/15/2001 82.90 1995-03-15 $10,000 North Penn PA School District General Obligation Bonds; 6.80\ Interest, Due 09/15/2001 - Interest 340.00 1995-09-15 $10,000 North Penn PA School District General obligation Bonds; 6.8\ Interestr Due 09/15/2001 - Interest 340.00 1996-03-15 $10,000 North Penn PA School District General obligation Bonds; 6.8\ Interest; Maturity Date 09/15/2001 - Interest '340.00 ' 1996-09-15 $10,000 North Penn PA School District General Obligation Bonds; 6.80\ Interest; Due 09/15/2001 - Interest 340.00 1997-03-17 $10,000 North Penn PA School District General Obligation Bonds; 6.8\ Interest; Due 09/15/2001 - Interest 340.00 1997-09-16 $10,000 North Penn PA School District General Obligation Bonds; 6.8\ Interest; Due 09/15/2001 - Interest 340.00 1994-09-15 pennsylvania Inds Mun In Tr - Interest 55.20 1995-01-24 Pennsylvania Insd. Muns. Investment Trust 1 Series - Interest 123.75 1995-02-17 pennsylvania Insd. Muns. Investment Trust 1 Series - 125.10 -82- . ___--_-r"-.._..... > r'\ . " i r ! School Ditrict General Obligation Bonds Series BI 6.25\ Interest, Due 09/01/2009 - Interest i I r i I 1996-03-01 $10,000 Pen Argyl PA Area School District General Obligtion Bonds Seriss B, 6.25\ Interest, Maturity Date 09/01/2009 - Interest 312.50 1996-09-03 $10,000 Pen Argyl PA Area School District General Obligation Bonds Series B, 6.25\ Interest, Due 09/01/2009 - Interest 312.50 1997-03-03 $10,000 Pen Argyl PA Area School District General obligation Bonds Series Br 6.25\ Interest, Due 09/01/2009 - Interest 312.50 1997-09-02 $10,000 Pen Argyl PA Area School District General Obligation Bonds Series B, 6.25\ Interest, Due 09/01/2009 - Interest 312.50 1994-09-01 penns Manor Area school District PA General obligation Bonds 92, 6.1258\ Interest, Due 09/15/2012 - Interest 391.32 1995-03-15 $50,000, penns Manor Area School District PA General Obligation Bonds, 6.1259\ Interest, Due 09/15/2012 - Interest 1,531.45 1995-09-15 $50,000 penns Manor Area school District PA General obligation Bonds; 6.1259\ Interest, Due 09/15/2012 - Interest 1,531.45 1996-03-15 $50,000 penns Manor Area school District PA General obligation Bondsr 6.1259\ Interest; Maturity Date 09/15/2012 - Interest 1,531.45 -96- "...... .--- 1996-09-16 $50,000 penns Manor Area School District PA General Obligation Bonds; 6.1258\Interestl Due 09/15/2012 - Interest 1,531.45 1997-03-17 $50,000 penns Manor Area School District PA General Obligtion Bonds, 6.1258\ Interest, Due 09/15/2012 - Interest 1,531.45 1997-09-15 $50,000 penns Manor Area School District PA General Obligation Bondsl 6.1258\ Interestl Due 09/15/2012 on 09/15/97 @100, Full Call 09/15/97 - Interest 1,531.45 1995-02-01 $10000, perkasie Boro PA Authority Water & Sewer Revenue Bonds AMBACI 5.7\ Interest; Due 02/01/2013 - Interest 285.00 1995-08-01 $10,000 perkasi Boro PA Authority Water/Sewer Revenue Bons; 5.7\ Interest; Due 02/01/2013 - Interest 285.00 1996-02-01 $10,000 perkasie Boro PA Authority Water/Sewer Revenue Bonds AMBAC, 5.7\ Interest, Due 02/01/2013 - Interest 285.00 1996-08-01 $10,000 Perkasie Boro PA Authority Water & Sewer Revenue Bonds AMBAC; 5.7\ Interest, Due 02/01/2013 - Interest 285.00 1997-02-03 $10,000 perkasie Boro PA Auth Water/Sewer Revenue Bonds AMBAC; 5.7\ Interest; Due 02/01/2013 - Interest 285.00 1997-08-01 $10,000 perkasie Boro PA Authority Water/Sewer Revenue Bonds, 5.7\ Interest, Due 02/01/2013 - Interest 285.00 -87- r\ (."". 1998-02-02 $10,000 pearkasie Boro PA Authority water , Sewer Revenue Refunding AMBAC, Dtd. 04/01/94, 5.70\ Interest, Due 02/01/13 - Interest 285.00 193.66 1994-11-15 $10000 Philadelphia PA Gas works Revenue Bonds Twelfth series A: 6.70\ Interestl Due 05/15/98 - Interest 335.00 1995-05-15 $10,000 Philadelphia PA Gas Works Revenue Bonds Twelfth Series A 6.7\ Interestl Due 05/15/98 - Interest 335.,00 1995-11-15 $10,000 Philadelphia, PA Gas Works Revenue Bonds TWelfth series AI 6.7\ Interestr Due 05/15/98 - Interest 1996-05-15 $10,000 Philadelphia PA Gas Works Revenue Bonds Twelfth Series AI 6.7\ Intereet, Due 05/15/98 - Interest 335,00 1996-11-15 $10,000 Philadelphia PA Gas Works Revenue Bonds Twelfth Series A, 6.7\ Interest I Due 05/15/98 - Interest 335.00 1997-05-15 $10,000 Philadelphia PA Gas works Revenue Bonds Twelfth 8eries AI 6.7\ Interest: Due 05/15/98 - Interest 335.00 1997-11-17 $10,000 Philadelphia PA Gas Works Revenue Bonds Twelfth Series AI 6.7\ Interest, Due 05/15/98 - Interest 335.00 1994-10-01 $20,000 Philadelphia PA Municipal Authority Revenue Bonds criminal Justice Center REF Revenuel 7.20\ Interestl Due 04/01/2000 - Interest 360.99 1995-10-02 $20,000 Philadelphia PA Municipal Authority Revenue Bonds criminal Justice Center 720.00 -88- ,,..., Interest, Called Interest Due 07/01/2001-96 07/01/96 @102 - 1994-08-15 $15000 pine Grove PA Area School District Bonds General Obligation, 6.20\ Interest, Due 02/15/2009 - Interest 42.04 1995-02-15 $15000, pine Grove PA Area School District Bonds General Obligation 6.20\ Interest; Due 02/15/2009 - Interest 465.00 1995-08-15 $15,000 Pine Grove PA Area School District Bonds General Obligationr 6.2\ Interestl Due 02/15/2009 - Interest 465.00 1996-02-15 $15,000 pine Grove PA Area School District Sonds General obligation 6.2\ Interest, Maturity Date 02/15/2009 - Interest 465.00 1996-08-15 $15,000 pine Grove PA Area School District Bonds General Obligation, 6.2\ Interest; Due 02/15/2009 - Interest 465.00 1997-02-15 $15,000 Pine Grove PA Area School District Bonds General Obligation 6.2\ Interestr Due 02/15/2009 - Interest 465.00 1997-08-15 $15,000 Pine Grove PA Area School District Bonds General Obligation; 6.20\ Interest; Due 02/15/2013 - Interest 465.00 1994-09-01 $10,000 pittsburg city General Obligation Bonds Series 851 8.6\ Interest - Due 03/01/1997 - Interest 76.44 1995-03-01 $10,000, Pittsburgh City General Obligation Bonds Series 85; 8.60\ Interest, Due 03/01/1997 - Interest 430.00 1995-06-01 $10,000 University Pittsburgh 390.00 - 91- ~ 1994-10-20 PNC, N.A.- Premium Interest Checking Account No.: 551-4022-4375 - Interest 1.90 PA Bonds Univereity Cap project Series A prerefunded 06/01/97 @102, 7.80\ Interest, Due 06/01/99-97 - Interest 1996-06-01 $10,000 Pittsburgh PA Bonds University Cap Project Series A Prerefunded 06/01/97 @102; 7.8\ Interest, Due 06/01/99-97 - Interest 390.00 1994-08-01 PNC, N.A. - Certificate of Deposit No.: 1143200172963, 4.05\ Interest; Maturity Date 03/25/95 - Interest 20.30 1994-08-20 PNC N.A. - Certificate of Deposit No. 114-320-0172963 - Interest 137.04 1994-09-28 PNC, N.A. - Certificate of Deposit No.: 114-320-0172963 - Interest 157.35 1994-08-12 PNC, N.A. - Premium Interest Checking - Interest 71.11 1994-09-12 PNC, N.A. - Premium Interest Checking - Interest 227.53 1994-10-13 PNC, N.A.- Premium Interest Checking - Interest 108.02 1994-11-15 $10000 Pocono Mountain PA School District General Obligation Bonds; 5.375\ Interest - Due 11/15/2008 - Interest 155.36 1995-05-15 $10,000 Pocono Mtn. PA School District General Obligation Bonds 5.375\ Interest; Due 11/15/2008 - Interest 268.75 1995-11-15 $10,000 Pocono Mountain, PA School District General Obligation Bonds; 5.375\ 268.75 I I. -92- ---'- Interest; Due 11/15/2008 - Interest 1996-05-15 $10,000 pocono Mtn PA School District General Obligation Bonds, 5.375\ Interest, Due 11/15/2008 - Interest 268.75 1996-11-15 $10,000 pocono Mountain PA School District School District General Obligation Bonds; 5.375\ Interestl Due 11/15/2008 - Interest 268.75 1997-05-15 $10,000 pocono Mountain PA School District school District General obligation Bonds; 5.375\ Interest, Due 11/15/2008 - Interest 268,75 1997-11-17 $10,000 Pocono Mtn PA School District school District General obligation Bonds, 5.375\ Interest, Due 11/15/2008 - Interest 268.75 1994-10-01 $10,000 Pocono Mountain PA School District General Obligation Bonds Series AA; 5.75\ Interest, Due 10/01/2009 - Interest 144.14 1995-04-03 $10,000 pocono Mtn. PA School District Bonds, General Obligation series AA, 5.75\ Interestr Due 10/01/2009 - Interest 287.50 1995-10-01 $10,000, pocono Mountain PA School District General obligation Bonds Series AA, 5.75\ Interest, Due 10/01/2009 - Interest 287.50 1996-04-01 $10,000 Pocono Mtn PA School District Bonds General obligation Series AA, 5.75\ Interest; Maturity 10/01/2009 - Interest 287.50 1996-10-01 $10,000 Pocono Mountain PA 287.50 - 93- ,.-. Building Authority PA College Revenue Bonds Northampton County Area Community Project Prerefunded 03/15/2009-00 - Interest 1996-09-15 $5,000 State pubulic School Building Authority PA college Revenue Bonds Northampton County Area Community Project prerefunded 03/15/2000 @100r 6.75\ Interest; Due 03/15/2009-00 - Interest 16S.75 1997-09-15 $5,000 State Pub School Building Authority PA College Revenue Bonds Northampton County Area Community Project Prerefunded 03/15/2000 @ 100; 6.75\ Interest; Due 03/15/2009-00 - Interest 168.75 1997-03-17 $5,000 State Pub School Building Authority PA College Revenue Bonds Northampton County Area Community Project Prefunded 3/15/2000 @100; 6.75\ Interest; Due 03/15/2009-00 - Interest 168.75 1994-12-01 $10,000 Stroudsburg PA Municipal Authority Water Revenue Bonds, 7.50\ Interestr 06/01/2000 - Interest 246.71 1995-06-01 $10,000 Stroudsburg PA Municipal Authority Water Revenue Bonds Prerefunded 006/01/96; 7.4\ Interest; Due 06/01/2000-96 - Interest 370.00 1995-12-01 $10,000 Stroudsburg PA Municipal Authority Water Revenue Bonds Prerefunded 06/01/96 @100; 7.4\ Interest, Due 06/01/2000-96 - Interest 370.00 1996-06-01 $10,000 Stroudsburg PA Mun Authority Water Revenue Bonds Prerefunded 06/01/96 @100r 7.4\ Interest; Due 370.00 -97- ':''-.'.7~'-~~ :~;,",<;,~'~~,Y,;-.r'.:"!'___""'_w_______.;.~___ ....._, ...---...- .:.-_"..~-'> c.' o School District Bonds General Obligation, 5.5\ Interest, Due 04/01/2011 - Interest 1995-10-02 $25,000 Wallenpaupack PA Area School District Bonds General obligation; 5.50\ Interestl Due 04/01/2011 - Interest 687.50 1996-04-01 $25,000 Wallenpaupack PA Area School District Bonds General Obligation 5.5\ Interest, Maturity Date 04/01/2011 - Interest 687.50 1996-10-01 $25,000 Wallenpaupack PA Area school District Bonds General Obligation 5.5\ Interest; Due 04/01/2011 - Interest 687.50 1997-04-01 $25,000 Wallenpaupack PA Area Schoold District Bonds General Obligation; 5.5\ Interest, Due 04/01/2011 - Interest 687.50 1997-10-01 $25,000 Wallenpaupack PA Area School District Bonds General Obligation; 5.5\ Interest; Due 04/01/2011 - Interest 687.50 1995-01-03 $25,000 Warwick PA School District General Obligation Bonds, 5.60\ Interest, Due 07/01/2010 - Interest 584.93 1995-07-01 $25,000 Warwick PA school District General Obligation Bonds 5.60\ Interest, Due 07/01/2010 - Interest 700.00 1996-01-02 $25,000 Warwick PA school District General Obligation Bonds 5.6\ Interest; Due 07/01/2010 - Interest 700.00 1996-07-01 $25,000 Warwick PA School District General Obligation Bonds; 5.6\ Interest, Due 07/01/2010 - Interest 700.00 1997-01-02 $25,000 Warwick PA school 700.00 -100- , .. --.-'-.-....-.'"--- ~."'- \. r'\ pennsylvania I Refunding Series D MBIA, Dtd. 03/01/93, 5.250\ Interest, Due 08/01/2009 - Interest 1994-12-05 $15,000 Westmoreland County PA General Obligation Bondsl 7.20\ Interest, Due 12/01/2000 - Interest 451. 23 1995-06-01 $15,000 Westmoreland County, PA General Obligation Bonds Prerefunded 12/01/96 @100; 7.20\ Interest, Due 12/01/2000-96 - Interest 540.00 1995-12-01 $15,000 Westmoreland County PA General Obligation Bonds Prerefunded 12/01/96 @100; 7.2\ Interest; Due 12/01/2000-96 - Interest 540.00 1996-06-03 $15,000 Westmoreland County PA General Obligation Bonds Prerefunded 12/01/96 @100; 7.2\ Interest Due 12/01/2000-96 - Interest 540.00 1996-12-02 $15,000 Westmoreland County PA General Obligation Bonds Prerefunded 12/01/96 @100, 7.2\ Interest; Due 12/01/2002-96 - Interest 540.00 1994-12-05 $35,000 Westmoreland County PA General Obligation Bonds; 7.40\ Interest; Due 12/01/2002 - Interest 1,082.12 1995-06-01 $35,000 Westmoreland County, PA General Obligation Bonds Prerefunded'12/01/96 @100; 7.40\ Interest; Due 12/01/2002-96 - Interest 1,295.00 1995-12-01 $35,000 Weatmoreland County, PA General Obligation Bonds Prerefunded 12/01/96 @100; 7.4\ Interest; 12/01/2002-96 - Interest 1,295,00 -102- '" ,~---, 1996-06-03 $35,000 westmoreland county PA General Obligation Bonds prerefunded 12/01/96 ~100, 7.4\ Interest Due 12/01/2000-96 - Interest 1,295,00 1996-12-02 $15,000 westmoreland County PA General Obligation Bonds prerefunded 12/01/96 @100; 7.4\ Interestl Due 12/01/2002-96 - Interest 1,295.00 1994-08-01 $10,000 Wilson Area School District 1991 General Obligation Bonds, 6.70\ Interstl Due 02/15/2011 - Interest 27.92 1995-02-15 $10000, Wilson PA Area School District Bonds General Obligation,6.7\ Interest; Due 02/15/2011 - Interest 335.00 1995-08-15 $10,000 Wilson PA Area school District Bonds General Obligation prerefunded 02/15/96 @100; 6.7\ Interestl Due 02/15/2011-96 - Interest 335.00 1994-07-31 $10,000 York county PA General obligation Bondsr 6.25\ Interest, Due 10/01/2007 - Interest 156.68 1995-04-03 $10,000 York County PA General obligation Bonds, 6.25\ Interest; Due 10/01/2007 - Interest 312.50 1995-10-01 $10,000 York County PA General Obligation Bondsr 6.25\ Interstr Due 10/01/2007 - Interest 312.50 1996-04-01 $10,000 York County PA General Obligation Bonds 6.25\, Maturity Date 10/01/2007 - Interest 312.50 1996-10-01 $10,000 York County PA General obligation Bonds; 6.25\ 312.50 -103- .._._"...,~'_'-____~ .........__.._. '," 0', ~"_,"~T"-~~-"- -.....-..-.'" -~~.... 1"""'\ Interest; Due 10/01/2007 - Interest 1997-04-01 $10,000 York County PA General Obligation Bonds 6.25\ Interest; Due 10/01/2007 - Interest 312.50 1997-10-01 $10,000 York county PA General obligation Bonds; 6.25\ Interestl Due 10/01/2007 - Interest 312.50 1994-12-01 $10,000 York PA city Sewer Authority Sewer Revenue Bonds 303.00 1995-06-01 $10,000 York PA City Sewer Authority Sewer Revenue Bonds Guaranteed Prerefunded 12/01/97 @100; 7.30\ Interest; Due 12/01/99-97 - Interest 365.00 1995-12-01 $10,000 York PA City Sewer Authority Sewer Revenue Bonds Guaranteed Prerefunded 12/01/97 @100 7.3\ Interest; Due 12/01/99-97 - Interest 365.00 1996-06-03 $10,000 York PA City Sewer Authority Sewer Revenue Bonds Guaranteed Prerefunded 12/01/97 @100; 7.3\ Interest; Due 12/01/99-97 - Interest 365.00 1996-12-02 $10,000 York PA City Sewer Authority Sewer Revenue Bonds Guaranteed Prerefunded 12/01/97 @100 7.3\1 12/01/99-97 - Interest 365,00 1997-06-02 $10,000 York PA City Sewer Authority Sewer Revenue Bonds Guaranteed Prerefunded 12/01/97 @100; 7.3\ Interest; Due 12/01/99-97 - Interest 365.00 1997-12-01 $10,000 York PA City Sewer Authority Sewer Revenue Bonds, Guaranteed Prerefunded 12/01/97; 7.3\ Interestr Due December 12/01/99-97 365.00 I I i i. -104- -....-' r'\ " 1994-12-01 $10,OOOYorkPA city Sewer Authority Sewer Revenue Bonds Guaranteed 7.70\ Interest, Due 12/01/2001 - Interest 321.71 1995"06-01 $10,000 York PA City Sewer Authority Sewer Revenue Bonds Guaranteed, 7.7\ Interest, Due 12/01/2001-97 - Interest 3S5.00. 1995-12-01 $10,000 York PA city Sewer Authority Sewer Revenue Bonds Guaranteed 7.7\ Interest, Due 12/01/2001-97; - Interest 385.00 1996-06-03 $10,000 York PA city Sewer Authority Sewer Revenue Bonds Guaranteed, 7.7\ Interest; Due 12/01/2001-97 - Interest 385.00 1996-12"01 '$10,000 York PA city Sewer Authority Sewer Revenue Bonds Guaranteeed 7.7\ Interestl Due 12/01/2001-97 - Intere6t 385.00 1997-06"02 $10,000 York PA City Sewer Authority Sewer Revenue Bonds Guaranteed 7.7\ Interest; Due 12/01/2001-97 - Interest 385.00 1997-12-01 $10,000 York PA City Sewer Authority Sewer Revenue Bonds Guaranteedr 7.7\ Interest; Due 12/01/2001-97 - Interest 385.00 237,281.53 Other: 1994-11"15' E.F., Hutton pennsylvania Fund Tax Exempt Municipal Investment Trust 1st 'Series - Interest 224.10 1995-03-17 EF Hutton pennsylvania Fund Tax Exempt Municipal Investment Tr 1st Series - Interest 125.55 1995-04-18 EF Hutton pennsylvaia Fund Tax Exempt Municipal Investment 125.55 -105- ..-..--------.-...- -_... _. -----.-.-- --~,......_-_..,_.,-:.- /"', " 1996-07-08 Dauphin Deposit Bank and Trust Company - Agency Account - custodian Fees 214.42 1996-08-08 Dauphin Deposit Bank and Trust company - Agency Account - Custodian Fees 160.90 1996-09-06 Dauphin Deposit Bank , Trust Company - Agency Fee 196.59 1996-10-07 Dauphin Deposit Bank & Trust Company - Agency Fee 178.73 1996-11-06 Dauphin Deposit Bank & Trust Company - Agency Fee 161.70 1996-12-06 Dauphin Deposit Bank and Trust Company - Agency Fees 215.57 1997-01-07 Dauphin Deposit Bank and Trust Company - Agncy Fees 161.14 1997-02-06 Dauphin Deposit Bank and Trust Company - Agency Account Fees 161.31 1997-03-06 Dauphin Deposit Bank and Trust Company - Agency Account Fees 162.21 1997-04-08 Dauphin Deposit Bank & Trust Company - Agency Account - Custodian Fees 162.20 1997-05-06 Dauphin Deposit 8ank & Trust - Agency Fees 160.31 1997-06-06 Dauphin Deposit Bank and Trust Company - Agency Fees 213,92 1997-07-08 Dauphin Deposit Bank & Trust Company - Agency Fees 179.57 1997-08-06 Dauphin Deposit Bank & Trust Company - Agency Fees 161.68 1997-09-08 Dauphin Deposit Bank , Trust Company - Custodian Fees 231.74 1997-10-07 Dauphin Deposit Bank , Trust Company - Custodial Fee 215.23 -108- n /"'. 1997-11-06 Dauphin Deposit Bank & Trust Company - custodial Fee 178;30 1995-10-20 First Federal savings and Loan Associatiun Estate checking Account, Deluxe Checks 16.84 1996-10-31 First Federal savings and Loan Association Estate Checking Account, Now Harris savings Bank- Check Charge 35.67 5,305.11 -109- __'_~~'''''_'' ~'__.u",,;,,__ "-~'.,,.y, ,__,,-,,,,,'~'~____ii".~_ t) _,-O."'~__''''''_''''' ---,.---."."...,.-.,-.,..--..- "'--" 1997-04-11 DorothY 1. stahle - Income 8,358.40 Distribution 1997-07-07 Dorothy I. Stahle - Income 5,909.50 Distribution 1997-09-26 Dorothy I. stahle - Income 6,068.00 Distributions 1998-01-30 Dorothy I. Stahle - Income 10,174.31 Distribution 1994-12-21 Harolld J. Stahle, Jr. - 4,883.39 Income Distribution 1995-03-08 Harolld J. stahle, Jr. - 7,611.18 Income Distribution 1995-06-23 Harolld J. stahle, Jr. - 8,385.04 Income Distribution 1995-09-18 Harolld J. stahle, Jr. - 6,787.76 Income Distribution 1995-12-18 Uarolld J. Stahle, Jr. - 6,796.00 Income Distribution 1996-02-13 Harolld J. stahle, Jr. - 4,800.00 Income Distribution 1996-04-30 Harolld J. stahle, Jr. - 5,456.42 Income Diotribution 1996-06-26 Horolld J. Stahle, Jr. - Income 4,992.80 Distribution 1996-09-12 Harolld J. Stahle, Jr. - 4,251.88 Income Distribution 1996-12-12 Harolld J. Stahle, Jr. - 7,020.50 Income Distribution 1998-01-30 Harolld J. Stahle: Jr. - 10,174.31 Income Distribution 1994-12-21 Helen V. stahle- Income 1,220.84 Distribution 1995-03-08 Helen V. stahle - Income 1,902.80 Distribution -111- - -'-,",- - ""-'"-- ....~... '" ".--. , 1995-06-23 Helen V. Stahe- Income 2,096.26 Distribution 1995-09-18 Helen V. Stahle - Income 1,696.94 Distribution 1995-12-18 Helen V. Stahle - Income 1,699.00 Distribution 1996-02-13 Helen V. Stahle - Income 1,200.00 Distribution 1996-04-30 Helen V. Stahle - Income 1,364.10 Distribution 1996-06-26 Helen V. Stahle- Income l,24S.20 Distribution 1996-09-12 Helen V. Stahle - Income 1,062.97 Distribution 1996-12-12 Helen V. Stahle - Income 1,755.12 Distribution 1997-04-11 Helen V. Stahle - Income 2,089.60 Distribution 1997-07-07 Helen V. Stahle - Income 1,477.38 Distribution 1997-09-26 Helen V. Stahle - Income 1,517.00 Distribution 1998-01-30 Helen V. Stahle - Income 2,543.58 Distribution .1994-12-21 Louise Stahle Grenoble - 1,220.84 Income Distribution 1995-03-08 Louise Stahle Grenoble - 1,902.80 Income Distribution 1995-06-23 Louioe Stahe, ,Grenoble- Income 2,096.26 Distribution 1995-09-18 Louise stahle Gernoble - 1,696.94 Income Distribution 1995-12-18 Louise Stahle Grenoble- Income 1,699.00 Distribution -112- ,,..., "".'^. 1996-02-13 Louise Stahle Grenoble- 1,200.00 Income Distribution 1996-04-30 Louioe Stahle Grenoble - 1,364.10 Income Distribution 1996-06-26 Louise Stahle Grenoble- Income 1,248.20 Distribution 1996-09-12 Louise Stahle Grenoble - 1,062,97 Income Distribution 1996-12-12 Louise stahle Gernoble - 1,755.12 Income Distribution 1997-04-11 Louise Stahle Gernoble- Income 2,089.60 Distribution 1997-07-07 Louise Stahle Grenoble- Income 1,477.38 Distribution 1997-09-26 Louise Sthale Grenoble - 1 517.00. Income Distribution 1998-01-30 Helen V. Stahle ..Income 2,543.58 Distribution 228,737.94 -113- . . -115- "__'_r".....'"... .,.-., --'-'-.r :~ . .'.~:. -~. t. - _ ~. --: . -" ! \ "''\ .-. 535,000 Lowcr Bucks Cnty PA JI Mun Aulh Scwcr & Walcr RCI'cnuc Bonds 6.2% 11/15/2012 36,001.00 36,937.53 520,000 Mcdia Boro PA Gld Wlr Rcv Bonds Rcfunding 6.45% 01/01/2012 20,836.00 21,101.30 SIO,OOO Millvillc PA Arca Sch Disl Bonds AMBAC 6% 06/01/2011 9,800.00 10,280.16 S50,OOO PA SI Fin Aulh Seh Rev Bonds Soulh Sidc Arca Sch Disl Beaver County Projccl Di51-A 5.5% 09/01/2009 47,655.00 51,567.75 S20,OOO Pcnnsylvania SI Highcr Edl Facs AUlhorily Collcgc & Univ Rcvs Bonds Scrics 146.9% 01/01/99 20,388.00 20,212.18 510,000 Pcrkasic Boro PA Aulh Wlr/Swr Rcvcnuc Bonds AMBAC 5.7% 02/01/2013 9,550.00 10,098.98 510,000 Philadclphia PA Gas Works Rcv Bonds Twclfth Scrics A 6.7% 05/15/98 10,751.00 10,066.05 SI5,OOO Philadclphia PA Pkg Auth Pkg Rcv Bonds Airport 6.9% 09/01/2000 16,296.00 15,542.16 S20,OOO Philadclphia PA Mun Aulh Rcv Bonds Criminal Justicc Ccntcr Rcf Rcvcnuc Prcrcfundcd 4/1/98 @102 7.2% 04/01/2000-98 21,996.00 20,464.80 SIO,OOO Pocono Mln PA Seh Disl School Dislrict Bonds Gcncral Obligation Scrics AA 5.75% 10/0]/2009 9,797.00 10,405.32 .116. r'\ ,~ SIO,OOO Pocono Mtn PA Seh Dist School District General Obligation Bonds 5.375% 11115/2008 9,646.00 10,015.98 S30,OOO Solaneo PA Seh Di5t Bonds General Obligation Series B 5.9% 02/01/2011 30,285.00 33,272.43 SIO,OOO South Butler Cnty PA Seh Dist General Obligation Bonds 5.5% 10/01/2012 9,387.00 10,255.58 S5,OOO State Pub Seh Bldg Auth PA College Revenue Bonds Northampton Cnty Area Cmnty Project Prerefunded 3/15/2000 @IOO 6.75% 03/1512009-00 5,397.50 . 5,279.02 S5,OOO Upper Montgomery PA Jt Auth Sewer Revenue Bonds 6.75% 05/15/2013 5,168.50 5,017.95 SIO,OOO Venango Cnty PA General Obligation Bonds Ref Series A 5.25% 07/15/2015 8,962.00 10,038.28 $25,000 Wallenpaupaek PA Area Seh Dist Bonds General Obligation 5.5% 04/0112011 23,677.50 25,474.85 S25,OOO Warwick PA Seh Dist General Obligation Bonds 5.6% 07/01/2010 24,387.50 25,076.23 SIO,OOO Westmoreland Cnty PA General Obligation Bonds Refunding Series D 5.25% 08/01/2009 10,075.00 10,554.13 S10,OOO York County PA General Obligation Bonds 6.25% 10/01/2007 10,583.00 10,674.18 .117.. ,,..., .- SIO,OOO Ellwood City PA General Obligation Bonds Ref Series B 6.5% 08/01/2006 10,221.00 10,084,74 SIO,OOO Hampden PA Indl Dev Auth Jndl Revenue Bonds Ref Raison Purina Co Project 8.125% 01/01/2007 11,336.00 10,574,68 SIO,OOO Hazelton PA City Auth Wtr Rev Bonds 6% 04/01/2007 10,234.00 10,716.80 SIO,OOO Huntingdon Area PA Sch Dist General Obligation Bonds Series A 5.4% 02/01/2018 9,073.00 10,125,89 SIO,OOO Keystone Penn Cent Sch Di5t Bonds FGIC 5% 09/01/2010 9,662.50 10,049.25 SIO,OOO Laekawanna Cnty P A General Obligation Bonds 6.4% 12/01/2004 10,755.00 10,804.20 S20,OOO Lancaster County PA Gcneral Obligation Bonds Second Series 5.9% 11/01/2006 20,238.00 20,(17S.16 SIO,OOO Lancaster Cnty P A General Obligation Bonds Second Series 6% 11/01/2008 10,064.00 10,353.69 S15,000 Lancaster Cnty P A Authority Res Recovery System Revenue Bonds Landfill 7.4% 12/15/99-98 16,567.50 .15,447.30 S25,000 Lower Bucks Cnty PA Jt Mun Auth Sewer & Water Revenue Bonds 6% 11/15/2007 25,900.00 26,652.23 -120- \ _ _ . ___L__...._..__.. .--.... r'\ l~ S35,OOO Lower Bucks Cnty PA Jt Mun Auth Sewer & Water Revenue Bonds 6.2% 11/15/2012 36,001.00 36,937.53 S20,OOO Media Boro PA Gtd Wtr Rev Bonds Refunding 6.45% 01101/2012 20,836.00 21,101.30 SIO,OOO Millville PA Area Seh Dist Bonds AMBAC 6% 06/0112011 9,800.00 10,280.16 S50,OOO PA St Fin Aulh Seh Rev Bonds South Side Area Seh Dist Beaver County Project Di5t-A 5.5% 09/01/2009 47,655.00 51,567.75 S20,OOO Pennsylvania St Higher Edl Faes Authority College & Univ Revs Bonds Series 146.9% 01/01199 20,388.00 20,212.18 SIO,OOO Perkasie Boro PA Aulh Wtr/Swr Revenue Bonds AMBAC 5.7% 02/01/2013 9,550.00 10,098.98 SIO,OOO Philadelphia PA Gas Works Rev Bonds Twelfth Series A 6.7% 05/15/98 10,751.00 10,066.05 $15,000 Philadelphia PA Pkg Auth Pkg Rev Bonds Airport 6.9% 09/0112000 16,296.00 15,542.16 $20,000 Philadelphia PA Mun Auth Rev Bonds Criminal Justice Center Ref Revenue Prerefunded 4/1 /98 @102 7.2% 04/0112000-98 21,996.00 20,464.80 $10,000 Pocono Mtn PA Seh Dist School District Bonds General Obligation Series AA 5.75% 10/01/2009 9,797.00 10,405.32 .121- ,'"' -~ $10,000 Pocono Mtn PA Seh Dist School District Gcncral Obligation Bonds 5.375% 11/15/2008 9,646.00 10,015.98 $30,000 Solaneo PA Seh Dist Bonds Gcncral Obligation Scrics B 5.9% 02/01/2011 30,285.00 33,272.43 $10,000 South Bullcr Cnty PA Seh Disl Gcncral Obligation Bonds 5.5% 10/01/2012 9,387.00 10,255.58 $5,000 Slatc Pub Seh Bldg Auth PA Collcgc Rcvcnuc Bonds Northampton Cnty Arca Cmnty Projccl Prcrcfundcd 3/15/2000 @1006.75% 03/15/2009-00 5,397.50 5,279.02 $5,000 Uppcr Montgomcry PA Jt Aulh SClVcr Rcvcnuc Bonds 6.75% 05/15/2013 5,168.50 5,017.95 $10,000 Vcnango Cnty PA Gcncral Obligation Bonds RcfScrics A 5.25% 07/15/2015 8.962.00 10,038.28 $25,000 Wallcnpaupack PA Arca Seh Disl Bonds Gcncral Obligation 5.5% 04/01/2011 23,677,50 25,474.85 $25,000 Warwick PA Seh Dist Gcncrnl Obligation Bonds 5,6% 07/01/2010 24,387.50 25,076.23 SIO,OOO Wcstmorcland Cnty PA Gcncral Obligalion Bonds Rcfunding Scrics D 5.25% 08/01/2009 10,075.00 10,554.13 SIO,OOO York County PA Gcncral Obligation Bonds 6.25% 10/01/2007 10,583.00 10,674.18 -122-- "._...:-.,....~.,;.,,;...-._-.__._....... " _. .~_"'...__..<<i~' \."",;<'r'''''''''' ~..., 'C" "-',' "'-." .....-~", " ("'\, . , ....,...' r ..'" ~ Future Receipts: U.S. Trensl\ry . 1994.95 Fiduciary . Income Tax Refund 6.835.00 $ Total. Less Income ., Total Principal S 960,970,14 6.950.37 '$ 954.019.77 ;'.-, '~.~123.. 'I.., I , , . 'j" ~, ,II .~ -.---....-' ,"""'I /'"' AFFIDA VIT OF ACCOUNTING I' ARTY SS: Dorothy I. Stahle, Co-Executor of the Estate of Harolld J. Stahle. Sr.. Deceased, being duly sworn, says: that the foregoing account contains ueeording to the best of my knowledge und belief a true statement of all my receipts and disbursements on account of the estate and of all moneys or other property belonging to the estate which have come into my hunds or been received by any other person by my order or authority for my use and tlmt 1 do not know of any error or omission in the uccount to the prejudice of any creditor of, or person interested in. the estate. o/fl0.JhlJ tj ~ 41tZe Dorothy I. Stahle, Co-Executor of the Estate ofl-Iarolld J. Stahle. Sr., Deceuscd Sworn to before me this IC,HUay offc'IJlLUl'j 1998. -:,tU 'Lt. L J) K I/){ il 1(1 / Notary Public () . Notary Public, Glynn Count~ Giorgia My Commission Explros (! 1 1')-, QL , ..~ ., ~I . h "y, '1"09 -(\ b Q.o.,.,"4" ~ " "A) 'oD""'..,, --. ,~~ (; 01): q,;. -V~ijO~~ '''% '.... '0' Y" '"'i .,"'....~.JI4\ V,,, 0'1.., t "-?<> % "9/",, I/'O~"".""" 4;,.0 <r,,(,I,h , "'i:,o"'O., ~o 7 "0 ~QI 0141' "'/. ....'" .... , ~ ~ v* ' , . . " '" ;\ , ~~, i ;, ') .: '".'. ~ , .:c I).. >::t 1':1 .- ;.;, '. ,." - -~ ,~ ,-' m ''"I;; .. 'Bc t-,. .. ,-~ ~, -0.: ~,~ ~~ ~ffi "'''' z . ~~ uo u ;~ u~ u z 0' '" ... 0 '" ... ~ :> ... l"l >- ~ '" 0\ '" 0 0 u 0 I '" ... - 0\ ~ 0\ .... ~ . 0 0 :z: ... 0\ 0\ .... .e 00 " o " o <'l 'd C '" .... ~ .0 ~ U :> .. .... :z: O'd ...... .. Ul 0 '" '" '" .. .. '" U '" ~2lj . .. .... .c: '" '" '" . ., 'd .... 'ci " '" ;t: '801l0U Dill \.111M P9pnlOUI SUM IUOWOIRIS PIUS 10 Acloo " , , '\l'~ 10 \~.U in !I1l11 'AJOIOUOUlIlj '101111910 $0 91UI88 S41 111180l9.\UI UO UI!~'" ' MUll OllllOlunoooU \/'H 01 \lMUU~ UO$IDdJ8\.110, AJOM' OU'L JUI/WIOIO (lIUdun AJMO 01 UO^lll UOOq8H4 'UOlln'lIJisIO p..o,l;tJ 10 iU911l0,IDIS PIes 01 SUOllna!qo UOIIIJM 0111 OIAup 18UI "'I' , ,1'11' UOIIUUlJI!UOO 101 I'no:> \/41 OiP9lU08DJd 8q IlIMOWOS ~L, ";"HI;I lf~llld (lUO 1IU1!1 'lIlDp 1I4ljO pue 'uo!lnq!JlsIO posodoJ<l , \U'''''lill"IS 814110 llUI1!l9111l0 IJOIlDU UlJIIIJMIU41 AlIlJOO ^q~J~ill -"''l 'c' 'U~' 'i; c.:':-4;-N t:- , ::>c,"g.:J'" fi "'J t: " <>, 'ilL ;l "'aj <ta~ ~ fil '\!.!,8 l; t'" _.c 0 _lU': - -'..... -J: 0 '0 j ,..0 ~ ~ 'fO - .- '" O1..,,;S'il "', .5etii ~ll .... ill 1I"'~ III , ' .... ~ - 01 '" '" 0 ...... 5" ',l4 M'" -555~'-i6 0.... ~ ~ . U <'l.... . 'Uaiol:~1ii 1J' .J, 'd " 0 C., Qi '0 - Q) :>00 u &. \11.... Q) U '" ._ ~ C ro 4l,&; :z:. ....... U . ol>>~J:Q.- ' -~" ..: Ql .. C "-' g..: m.E '" .... ........ . ~ .c.c: c ~ ._ C .t: tn .. u co '" '" E"'i\i::l....Q) u ....: ~ ... '" "Cetlo~ .. ..". N "'''' .~ c ~ ~ S ' .... ... N ~ to -.;;: c:( C .... U . "i' . . ~ Ql ~ ~ ,- ~ "'~ ~ H., Ul ... " j! ,E l:E g S .. .. ::l >.'d 0 ...P",,~oe~ . C .0 .e.... '" ~ .. (.) ... Ul '... tI) ~ "'.... .. '..~ ~ '.. 0 '9 '(t; '0 ..". .... ,.., 0 0 u t ,~ e .' <= _0 ~ ~o ~ ... ... " .. fi'T--: ::;I VI IV ~ ... ~ o"':tl c. n C ..... U C U C'nS ... r::l;t: >.t:. () I.. ,~ ., :0:....= ... .s:. t. .. i'J .1 ~ f: ''0 ,,1: t: L: ~ 0 c; u~; -1. :', -:~ '" '~ ~:-i H- i~ :;l~ ~: 1 c " ;i , !-^f, JRD/June 3D, 1992117858 REGI1>~J'ER OF WILLS Cumherland Counly Courlhnuse One Courlhouse Square Carllsle,l'A 17013 NOTICE PURSUANT TO RULE 6.12 PENNSVLVANIA SUPREME COURT ORPHANS' COURT RULES To: Personal Represenlative Counsel: HICIIMW H. J.EFEVEH, ESQ., RE: Estate of 1I,\IHlJ.IJ.J. STAll LE . Deceased, LlIte of NI;W CUHfJEHLAr\[l BUIIOUGII Estate No.: 1o1 -I 'J<)4 'Oh'J(, Date of Decedent's Death: .JULY j 1. 1994 I'ursuantlo Rule 6.12, the ahove named personal representative or the above named allorney, if applicahle, within Iwo (2) ye.lrs of the decedent's death. and annually thereafler until administration is completed, is requir<'(\ to file with the Register of Wills a Sratus Report as required by Rule 6,12. in substantially the prc.,cribed form. showing the date hy which the persnnal representative. or allorney. as applicable, reasonably believes administration will he completed, 111e purpose of this Notice is to advise you that unless the requisite Status Report is filed with Ihe Register of Wills or Clerk of the Orphans' Court, as appropriate, within len (10) calendar days after the date of this Notice that the Register of Wills is required 10 notify the Orphans' Court Division. Court of Common Pleas of such delinquency and 10 requesl that said Court conducl a hearing to determine whether sanctions should be imposed upon the delinquent personal representative and the delinquent personal representative's counsel, if any. Accordingly, if the requisite Status Report is not filed by SEPT. 10 , 19!1.. you are hereby advised that a request will be submitted to the Court in accord ance with Rule 6, 12. ~\ ")' . n\', I '1 \. I , I I ~I f'l. .' . Date: f\UGUST 22, 1997 1\1, L~( .1~{,\U-,YrcLttJ, .JJd-1L!d Ilc/~ Deputy 'gister of Wills ' Distribution to Estate File PlEASE Fll.E nus REPORT WI'lHIN 'N) YEARS OF DATE OF DFAllI REXlARDLESS OF 1lIE STA1lJS OF TIlE ESTATE. IF ESTATE IS NOr <nn'LETED, FILE A 6.12 FORM YEARLY UN1'IL <nn>IEl'ION. STATUS RI:;PORT UllDER RULE 6.12 Name of Decedent I I~rolld J. Stahle Date of Deathl ,Tulv 31, 1994 Will No. 1994-00696 Adm!n. No. Pursuant to Rule 6.12 of the SupL'eme Court Ot'phans' Court Rules, I report Lhe follow.lng with respect to compietion of Lhe administration of the above-captioned Elstatel 1. State whether administration 01 the estate is completel Yes 1l0-1L-_ 2. If the answer is No, Atilte when the personai representative reasonably beiieves that the administration will be complete, July 1997 J. 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 iSI c. Did the personal representative state an account informally to the parties in interest? Yes No Datel d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' C,ourt and may be -a,ttached to thIs report. ~, .)C: .(~" CIlI Sig ature \, S~ - ,J 1- (1 &- r.' t",:" ;11 Richard R. Lp.fever, Esq. Name (Please type or print) c/o McNees, Wallace & Nurick 100 Pine strp.et; P.O. Box 1166 Address Harrisburg, PA 17108 ( 7171232-8000 Tel. No. ...::: N '" I~ ~ ".1 CdpacitYI Personal Representative "J c.:L p\ (MAH, rmU AM3) , c: J. ..Counsel for personal Li8 representative RW-27 I'I.I:,\SI: flU: TillS 111:1'011'1' \\TlIIIS TWO n;,\IlS IWIlATI: Of IlI:,\TIlIlU;AIlIlU:SS Of '1'11I: STATl:S Of '1'111: I:STAn:. If' I:STAn: IS SOT ('mll'l.I:n:ll. flU: A b,lll'OllM n:,\IlI,\' I'STII. ('OMI'l.t:TIOS. STATUS OF Al>l\lINISTRATION IU~I'ORT Name of Decedent: Ilamlld J. Stahle. Sr, Date of Death: July 31. 1994 Will No. 1994-00696 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules. I report the following with respeetto completion of the administration of the above-captioned estate: I. State whether administration of the esHlte is complete: Yes X No_ 2. If the answer is NO, state when the Jlersonal representative reasonably believes that the administration will be complete: 3. If the answer to no. I is YES, state the following: ;. Date: \ i l!'\ '15 <;:/ .!!! ~ '" 7='; 0- " '<t ~ , '. ~ '..' .....: ',' I~ ,. 0""7) 1rl'" ~ a: a: u. Did the personal representative liIe a linal aeeount with the Court? Yes x No_ b. The separate O'1,hans' Court No. Ofany) for the personal representative's account is: c. Did the personal representative state an account infonnally to the parties in interest? Yes _ No_ d. Copies of the receipt. ~c\eases. joinders and approvals of fomllll or infonnal accounts may be filed with the Clerk of the Orphans' Court and may be altaehed to this report. \ 'I (., Signuturel Ii ( I Ii, '41'1::, ".::~ ~~ Stephanie Kleinfelter McNees, Wallace & Nurick 100 Pine Street P.O. Box 1166 Harrisburg,PA 17108-1166 , (<) :'..0 'i: ~ a8 1717\ 237-5228 Tel. No. Capaeity: _ Personal Representative -X Counsel for Personal Representative