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Home My WebLink About96-00460 -' ," ~a .. :,!'~ '.-1- .- . ,...-,,&,"< I ..j cr cs - I . ~ . o Z' '. 0" S co , I/) 5 . ill -z ~ . \!) c.. h ~ '0 \U '7 ,} , ':i ':l - CI) I- a . c. .a a - ~ ~ :t' 1ft :t: ~ Q. U) 0 I- ut--~ if) PETITION FOR I)ROnATE and GH.ANT OF I.ETTEHS N 21-96- 4'-0 ll. _.__...._.___.__..._.___lP_ -------- To: Ilcghter of Wil" for thc CounlY of __Cumberlund- iu thc l'llltll110Ilwcalth of Pcnn~yl\'ania EI/II/l' 01 -.1 r;.~ E. E!AYfllfk- ------- 111,\" kllllll'/I liS _~_.;J._~____~S 1__ _.._~--_._---"--------~._-- __..___________._f Dt,{'(.t1.\1.tI. Sol'iul S,'('lIr;ly No. __183::l~1998 Thc pctitiou of Ihc ullllcr,igued rc,peelfully rcprc,cut, that: Your pctilioncr(,), who i,/urc IN ycars of agc or oldcr an Ihc cxccnl or inlhc la't will of thc aho\c dcc,'dcm. datcd August 8, and codicil(,) d:ucd none namcd ,19~ (\Iille fclc\alll dU:1l11l,(,lIh:l.'\. c.~. u:nundaliulI. Ik;llh tll C\l't.:UlIH. ell:.) Dcccndcnt Wi" domicilcd m dcmh in Cumberland _ CounlY, I'cnnsylvanill, with h er I:\\t famil\ or nrincipal rc,idcncc III 12 Clifton Tcrrll.J:J4J:;.l\rlislct-fa. SOUTH MIDDLETON TWP (Ihl "'lreel, number ,tlId mUlll:il'"IiIY) , 19 96 Dcc~llllenl, tll~n__~7.;L -or vcurs of MC, dicd 7'i=<YMltY",3.L llt_~aaer NurSing anu Rehab. l,;enter, ",ar,lsle; ['a. Exccpt as follow', dcccdent did not marry, was nol di\orccd and did nOI havc a child horn or adopled aftcr cxccutiun of Ihc will oflcrcd fur problllc; was nOlthc \'iclim of a killing and was ncvcr adjudicatcd incompclcm: -.no~eptions Dccendenl lit dcath owncd properlY wilh cSlimatcd \alucs liS follows: (If domicilcd in I'll.) All pcrsonal propcrlY (If not domicilcd in I'a.) I'cr,onal prupcrlY in I'cnnsyl\auia (If not domicilcd in I'll.) I'crsoual propcrlY in Coumy Value of real estate in Pcnnwlvania situalcd liS folluw,: 12 Clifton Terrace, Carlisle, Pa. s s s s 20,000.00 135,000.00 WHEIlEFOIlE, pctilioner(,) respcelfully rcqucst(,) Ihc prohatc of thc last will and codicil(s) prcscntcd hcrewith :lI1d thc gram of ICllcrs--1llli1amcnlo.ry lIc,I:ITnclllary; i1lhninhlrilliun c.I.a.: ildl11inbuillion 1I.h.n.c.l.a.) lhcron. , " '" c " 37 , - "- :<" c ";2.: ;.E -'" ~~ " c ~ :r. OATH 01.' PEHSONAL REPRESENTATIVE COMMONWEALTH 0... I>ENNSYLV ANIA COUNTY 0... _ CUMBERLAND } ~s Thc pClitioncr(s) abovc-namcd swcar(s) or an1nn(,) thai Ihc stlltcmcnl' in thc forcgoing pClilion llrc trnc llnd corrcel to lhc hcst ..1' lhc knowledgc and bclief of pctitioncr(s) and Ihat a' pcrsonal rcprcscn- lalivc(,) of IhC. "",," ,,,,",,,, ~,'''.,''''I "Ill ""~"" '"I> "''''M'' ,~, ~,." ~,.,dl,,, ". '"", _)/ /}[;'-;Y-. :"I( Sworn to ,~r affirmcd 4~W snb,crihc". [" _ J' - ,-;.{. .. ~ bcforc mc IhlS _____1__ day 01 - / ~ J ------ 9 ' '" ~ ~~. ~_-",,--l.. _ \~L ~- ~., - 1:Y~"'\...'tc.:::tI:' j,-~~~;ll~~-:l~i\\. -. ------ ---- ~ \..... Ma y C. Lewis, /I'~/.\+'1 -t------- ""' 15-/0'7-/0 "" ......!p ~I- . -.. -. .- - -.- No. 21-96- 'f('O Estate of JEAN E, BLASI a/k/a ANN^ JE^N BLASI , Deceased DECREE 01<' PROBATE AND GRANT 01<' LETTERS AND NOW JUNE 11 19~, ill considcration of the petition 011 the reverse side hercof, satisfactory proof having bcen prescnted bcfore me, IT IS DECREED that the instrument(s) dated AUf!ust 8, 1994. described therein be admilled to probate and filed of record as the last will of JEAN E. BLASI a/k/a ANNA JEAN BLASI Testamentarv Jefrrey D. Albritrht and Letters are hereby gran led to MARY FEES Probate, Lellers, Etc. ......... $ 235.00 Short Certificales(5) . . . . ., . . .. $ x-paqes KeJlUnClallOn ................ $ JCP $ TOTAL _ $ Filed . .~~.l'!~.. ~.~!. .~~.~?.............. '3.&8 Stephen D. Tiley #32318 ATI'ORNEY (Sup. co. I.D, No,) 5.00 l~Il.UO 5 S. Hanover St.. Curlisle. Pa 17013 ADDRESS ?, ?_?4~-fiR~R t'!I0NE LETTERS AND ORDER WERE GIVEN TO THE ATTORNEY. Thi.' I!'I to ll'lfiJ~' dt.1f rill. 11I'111 II 1.1 lI11tl hl.1t ,~t\t"1l I. I"tltld\ Itll'fld 1111111 .111 ,ql.l.!IlI,d III lit" .llt. III dLull duly flll'd willi 1IIl'.l\ 1.0l',11 Ht'!:i\lr.lr The llfl.l:lII.lIll'lltlh.HI. \\ III :11' 1111\\ .lr,lt" In 1111 ....r.1I1 \'rr.d H('I Pld.. ()tllll. 1111 1'11111.1111'111 "illig WARNING: It Is IlIogallo duplicate this copy by photostat or photograph. h'-I'lor fhi... u'flifILllt. i.J(lO 353555G No. "'lnlqll..ZI1 a",,~ (:.\, ~eu..&.-t;;"\-t.....~ IlIlal J{(',L:I'Ir.lr ). JU:J l~~ti 1l,Ile COMMONWEALTH OFPENNSVL\'ANtA' DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH .., ... .. ...u.(CI'O(c.tt:..,........u...., ,. Anna Jean Rlasi 0IG4"'1.~ '-"''0(111)011 - P.,. I..-.otIllIDe _11"'- .., 'female '.".''''''''-'' \OC.Ij.{, uc1,....r.. 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Ir ("'(irkl,'1l l')ull ''''1''.0'','''''''_' " r C-~~ - - . . ., LAST WILL AND TESTAMENT 0... mAN E, BLASI I, Jean E, lUasl, of South Middleton Township, (12 Clifton Terrace, Carlisle, PA 17013), Cumberland County, Pennsylvania, being of sound and disposing mind, memory and unders\;lnding, do hereby make, publish and declure this as und for my La~t Will and Testament, hereby revoking and making void any and all Wills and Codicils heretofore made. FIRST I direct the payment of my just debts and funeml expenses a~ soon after my death a.~ may be convenient. I I .1 I direct that all federal and Pennsylvania estate taxes, Pennsylvania inheritance taxes, and generation-skipping transfer tax payable a~ a result of my death, not limited to taxes attributable to property passing under this Will, shall be paid by my Executor from my residuary estate, including any part of my residuary estate that otherwise qualifies for a deduction for federal estate tax purposes, however, no federal or Pennsylvania estate tax, Pennsylvania inheritance tax, or generation-skipping transfer tax shall be payable from or chargeable to any property that passes to my surviving spouse, whcther under this Will or otherwise, and that qualifies for the fedeml estate tax marital deduction. I direct my Executor not to seek reimburscment for any tax so paid from any beneficiary under this Will, heir of mine, or other transferee of property included in my gross estate. SECOND ~ ~ ~ I declare that I am now the widow of Michael Blasi. I have two children: John R. Albright, a son residing at 239 Beach City road, Hilton Head Island, SC 299926, and Jeffrey D. Albright, a son residing at this time at 6 Atkinson Street, Bellows Falls, VT 0510 I. THIRD I give and bequeath to my friend Hazel S. Davis of 907 Fruitland Ave., Bradenton, FL 34207 any and all jewlrey which I may own at the time of my death. ~ FOURTH ~ All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the samc may be situate, I give, devise and bequeath, in equal shares (or as they may otherwise agree), per stirpes and not per capita, unto my two said sons, John R. Albright and Jeffrey D. Albright, providcd that they survive me by ninety (90) days, but should either of them fail to so survive me then the share such dcceased child of mine would have received shall pass to such of his issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue the same shall lapse and be added to the other share. FIFTH If ncither of my sons, nor any of their issue survive me by ninety (90) days, then all the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, (hereinafter referred to a~ "my residuary estate") 1 give, devise and bequeath, in two shares, as follows: (a) One share, consisting of two-thirds (213) of my residuary estate,to my brother John L. Enders, of 630 North West SI. Carlisle, Pennsylvania 17013, per stirpes and not per capita. Should my brother fail to survive me then his share shall pass to such of his issue as shall survive me per stirpes and not per capita. (b) The other share, consisting of one-third (1/3) of my residuary estate,to my friend Hazel S. Davis of 907 Fruitland Ave., Bradenton, FL 34207, provided that she survive my, but should she fail to survive me then her share shalllapsc and be added to the share of my brother John L. Endcrs. SIXTH Any and all paymcnt or paymcnts of uny sUlllor sums, whcthcr in cush or in kind and whether for principul or incomc, puyublc touny suid child or children, shull he 1l1lldc upollthc solc receipt of the respective individuulto wholllthc pUYllIcnt is mude, und frce fromunticipution, alienation, ll~signment, utluchmentund plcdgc. und frec from control by the creditors of uny such heneficiury. All shures of principulund incolllc hercin given shull be free from anticipution, ussignment, pledge or obligutions of uny bencficiury,und shull not bc subjcct to uny cxccution or atlachments. SEVENTH I hereby nominate, constitute und appoint my said son Jeffrey D. Albright as Executor of this my Lll~t Will und Testament. In thc event of the renunciation, death, resignation or inability to act for any rell~on whatsoever of my said son Jeffrey D. Albright, I nominate, constitute and appoint nephew-in-Iaw, John Karoly of Allcntown, Pennsylvania, as Executor of this my Last Will und Testament. I further direct that no bond or other security shall be required of uny Executor or Executrix appointed in this Will for the perfonnance of his, her or its duties in uny jurisdiction in which he, she or it may be called upon to act. The tenns Exccutor or Executrix may be used interchangeably in this Will and shall refer to uny Executor or Executrix appointed in this will, or any other Administrator appointed by a court of competent jurisdiction. EIGHTH In addition to, and not in limitation of, the powers conferred by law or by other provisions of this Will, my Executor shall have the following powers, each of which may be exercised from time to time by my Executor in his sole discretion: (a) To retain in the fonn received, and to sell either at public or private sale, or to distribute in kind, any real or personal property. (b) To manage both real and personal property. (c) To invest und reinvest in all fonns of property, notwithstanding the fact that any or all of the investments made are of a character or size which but for this expressed authority would not be considered proper for un Executor. (d) To exercise uny option or rights arising from the ownership of investments. (e) To compromise claims without court approval and without the consent of any beneficiary . IN WITNESS WHEREOF, I have hereunto set my hand und seal to this my Last Will und Testament, written on two (2) pages (including notary page), this 8th day of August, 1994. --- .. ~ (SEAL) Signed, sealed, published, and declared by Jean E. Blasi, the Testatrix above named, as und for her Last Will und Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as atlesting witnesses. ~-- // -::r- ' , .;'. -A' / /~ .. ;f /_ ../. 1_ ../\./ .' -. 7 Stephen O. Tiley ~(Ll_'~-J! -L1 Robcrt G. Frey c~ ~if (.) .. .p8 F'-;:1 ..,0- . -t~:'4~ - o' ,,8 lE '00 Eo< :z; ~ ~ w l ~ !i3 ~ :S~... < ~ ..l ::!~"~i lXl j:l II< . I-lhl<F: ~ 0 ~ ~.~.~& . :z; ~z:l:-l! ..l ~ a: l~.l! ~ .., a: oi 11.\= - ti < WI ~ < ..l .' lXl ~cf - ~ " o!~ ,..., () ,-) ',.- c. . ,'} '"- -.. ~ . :c.- "<l' -, .. I ~ ~ .- , .. , ":' ..; :.. .!) o ':~l' ~ -:=;:: U <il 0::J wo: 00 0: I \ ,. i . I ,I '~.~...i'I' . .:.,~_._~-_.'''' --.. ~ ,.. ., ....... ...... .'" . .-_. TillS INUENTUltE OF TIUlST. lIIade this//l'5ay or August, IlJ'>f. hy allll hetween.JEAN E. IlLASI, widow, or South Middlelon'lhwnship (12 Clifton'lerrace, Carlisle,l'A 17013), Cnlllherlallll County,Pennsylvania (hereinafter whether singularur plural rcfClTed to as "SETI'LOR"), ANI> I'NC IlANK, N. A.. 4242 Carlisle Pike, Call1pllill, Cumberland County, Pennsylvania 170 II (hereinafter referred to as "TRUSTEE"): WITNESSETH: WHElU~AS, Settlor desires to transfer and deliverto the Trustee certain property and securities, hereinafter described, for the purpose of creating a volulllary revocable Trust, and WHEREAS. the Trustee has agrced to accept the said properly and securities and any property and securities which may hereafter be assigned to it by Selllor or others and to hold the same and the proceeds and income thereof upon Ihc Trust hereby created. NOW, THEREFORE. in consideration of the covenants hercin contained and the sum of One ($1.00) Dollar by the Trustee in hand paid to the Selllor at and before thc ensealing ;md delivery of thesc presents, the receipt whereof is hereby acknowledged, the Settlor has granted, convcyed, assigned, set over and delivered, and by these presents does grunt, convey, assign, set over and deliver unto the Trustee, all the right, title and interest of the Selllor in and to thc property and securities described in Schedule" A", which, signed by the Selllor, is attached hereto and made a part hereof, together with the appurtenances and all the estate and rights of the Settlor thereto, TO HAVE AND TO HOLD all and singular the above grunted describcd property and securities unto the said Trustee and any property and securities which may hereafter be assigned, devised and bequeathed, IN TRUST, NEVERTHELESS, for the following purposes and uses, and subject to the terms, conditions, powers and agreements hereinafter set forth. c ARTICLE I POWERS AND DUTIES OF TRUSTEE Scction 1: The Trustec shall hold and manage the property and securities, together with such other property as may be acquired, during the cxistence of the Trust, all of which said property will hcreinafter be referrcd to as the "Trust Estate", upon the terms and conditions. and for the uses and purposes, and with the duties and powers, that is to say: To hold and manage the said Trust Estate and every part thereof with full powcr to invest and rcinvestlhe same in such loans, stocks, bonds, securities and real estatc as shall be deemcd by the Trustee to be suitable and proper for the investment of Trust funds and without being restricted to a class of investments which a Trustee is or may hereafter be pcrmillcd by law to makc. In so doing, the Trustee is spccitieally authorized, in the Trustee's solc discretiol1al1d as the Trustee decms fitting and proper, to relain, sell, mortgage, partition, exchange or otherwise disposc of any or all of the propcrty of the Trust Estate, both real and personal, including specifically the authorization to retain, buy or sell any sharcs of the stock of the Trustee; to vote, exchange und otherwise exercise ull rights, privilegcs or options inuny wuy pcrtllining to the stocks, bonds, sceurities and other asscts at anytime bclonging to thc Trust ESlate, cf providcd, howevcr, that wilh rcspcct In any sharcs of sHIck of thc Trustcc. Ihc hcncficiarics may dClcnninc thc manner in which said shures shull hc vntcd ullllmuy nctually dirccl how such sharcs shall hc votcd; tn horrow moncy, to cxcCUlC nnd rcncw promissory notcs and to plcdgc the asscts of thc Trnst Eslntc as sccurity thcrcfor; to makc altcrations of, rcpairs upon, additions to and crccl improvcmcnls upon rcal cstnte, allllto mnke Icnscs thcrefor for such term even though in cxccss of fivc (5) years, ns the Tmstee may dccm advisahlc; to mnke distrihution of the principn\ and undistributed income of the Trust Estate to and among thosc cntitled thercto at the tcrminntion of Ihc Tmst in kind or in cash. or partly in kind and partly in cash, ns to thc Trustec scems proper, just nnd equitnhle; to dctermine the mnnner of nscertnimnent of incomc nnd principn\ nnd the apportionment of receipts nnd cxpenses hy the tcnnnts and remaindenl1nn of thc Tmst Estate; to make, executc nnd ncknowledge nnd deliver all instruments decmed necessary or required in the exercisc of the hereinbefore mentioned powers; and otherwise in thc management and conduct of said Trust Estate to do any and all things which an owner could do in his or her own right. Section 2: The Trustec. if nnd whenever it may bc deemed advisablc, or more convenient to do so, may cause any shares of stock, securities or other propcrty of whatsoever character constituting part of the Trust Estate to be taken or stand in the name of the Trustee's nominec. with full power and authority in such nominee to receive and reccipt for all income therefrom. All taxcs and governmental charges, of whatsoever character, levied or asscssed upon or payablc hy the Trustee with respcct to the corpus or income of the Trust Estate, and all expcnses of the administration of the Trust and all interest payable on account of any indebtedness or liabilities contracted, incurred or assumed by the Trustce, shall be paid out of the income of the Trust Estate, unless the Trustee, in the Trustee's discretion, shall deem that under the circumstances all or some part Ihereof should equitably be paid out of the corpus of the Trust Estate. Section 3: In thc case in which the Trustee is required to divide the principal of the Trust Estate in parts or shares, and to distribute the same, the Trustee is authorized and empowered in the Trustee's sole discretion to make division or distribution in kind, or partly in kind and partly in cash. The judgment of the Trustee concerning the vnlues for the purposes of such division or distribution of the property or securitics shnll be binding and conclusive on all parties interestcd in such division or distribution. Section 4: No title, in the Trust Estate hereby crcated, or in the income accruing therefrom, or in its accumulation, shall vest in any beneficiary nnd no benelicinry shall hnve the right or power to transfer, assign, nnticipate or encumber his or her intercst in said Trust Estate. or the income therefrom, prior to the nctual distribution thereof by the Trustee to said beneliciary. further. neither the income nor the principnl of snid Trust Estate shall he linhle in nny manncr. in the possession of the Trustec, for the dehts, contracls or engagements of any of the hcneliciaries. Section 5: This Trust Agrccmcnt shall continuc in force and continue to be ndministercd hy nny successor to thc Trustee which rcsults from a mergcr. consolidation or rcorgnnization of Tnlstee. An1'ICJ.E II 1 UISTltllIllTION fu:rt1!llLl: The Trustee is direcled to dishnrse the net incollle of the Trusl Estate lIUnrlerly or nt llIore frelluelll intervnls 1001' fnr the use or henenl of lhe Settlor, JEAN E. ULASI, so long ns she shnlllive. In nddilinn, Truslee is directed to disburse so llIuch of the principnl of Ihe Trust Eslnte ns in its opinion is necessnry or desirablc to be expended for tbe proper nmintcnnnce nnd support of JEAN E. BLASI, which expenditures of (lrincipnl shnll bc mnde to or for thc usc or benefit of JEAN E. BLASI. Truslee is directed to disburse incomc nnd princi(lnl from timc 10 timc in whatcvcr mnnner and to whomever JEAN E. I3LASlmny in writing dircct, so long ns shc renmins mcntally competent. Section 2: Upon Ihe death of thc said Seulor, JEAN E. BLASI, thc Trust Estatc as then constituted shall be retained by said Trostee and in the eventthc Probatc Estate of Seulor shall be insuflicientto pay the just debts of SeUlor plus the reasonablc administration cxpenses and funeral expenses of Scttlor including inheritance, trunsfcr and succession taxes which may bc pnyable on account of Settlor's dcath including interest and penaltics thereon, to the extent that Settlor's Probnte Estnte is unable to pay thc same, such expenses shall bc paid from the Trust Estate and thc balance of the Trust Estate shall be divided into equal shares and distributed to my two said sons, John R. Albright and Jeffrey D. Albright, provided that thcy survivc me by ninety (90) days, but should either of them fnilto so survive mc then the sharc such deceascd child of mine would have received shall instead be distributed to such of his issuc as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue the same shall lapse and bc added to the other share. Section 3: If neither of my sons, nor any of their issue survive mc by ninety (90) days, then the balancc of thc Trost Estate shall bc distributed, as follows: (a) One share, consisting of two-thirds (213) of the balance of the Trust Estatc, to shall be distributed to my brother John L. Enders, of 630 North West St. Carlisle, Pcnnsylvania 17013, per stirpes. Should my brother fail to survive me then his sharc shall be distributed to such of his issuc as shall survive me, per stirpes and not per capita. (b) The other sharc, consisling of one-third (113) of the balance of the Trust Estate, to my friend Hazel S. Davis of 907 Froitlnnd Ave., I3radenton, FL 34207, provided that she survive my, but should shc fnilto survivc me then her shnre shnll lapsc and be ndded to the share of my brothcr John L. Endcrs. ARTICLE III GENERAL PROVISIONS Section 1: Thc Settlor may grunt and conveyor assign or devise or bCllucath additionnl property, securities or cash to the Trustce to bc held under thc terms hercof, nnd Ihe Trustec is nuthorized and cmpowered to reccive the same for the uscs nnd upon the Trost sct forth herein. Section 2: Thc Trustee by joining in the cxccution of this instrument signifies acceptance of the Trust and acknowledges that the Trust has rcccived this day from the Settlor all and singular thc property nnd securities described in Schedulc "A" auached , . ,\ I I c1) I' hereto and made u purt hereof und ugrces to hold the sume und usc und dispose of the procceds thercof upon und subjcctto ullund singulur the trusts, terms und provisions set forth in this Indenturc. Section 3: The situs of this Trust shull be for all purposes ut 4242 Curlisle Pike, Cump Hill, Cumberlund County, Pennsylvuniu 170 II, or ut such other pluce in Cumberlund County, Pennsylvuniu, us Trustce may muintain an office, and in no event shall the situs or residence of the Trust be now or at uny future time located outside Cumberland County, Pennsylvania. Section 4: It is agreed that the Settlor may by instrument in writing, delivered to the Trustee, (a) modify or alter this Agreement, in whole or in part, provided that the duties, powers and liability of the Trustee, shull not be changed without its written consent; or (b) revoke this Agreement in whole or in part. Section 5: Trustee shall be paid the unnual compensation for its services in accordance with its schedule of fees as from time to time established. This compensution shall be paid from income. This compensation shall be the sole compensation of Trustee who shall receive no further compensation on the tennination of the Trust Estate, except such compensation to which he may be entitled as part of the expenses of administration of Settlor's Estate. IN WITNESS WHEREOF, JEAN E. BLASI, the Settlor, has hereunto set her hand and seal, and PNC BANK, N.A., the Trustee, has caused these presents to be signed in its corporate name by its Senior Vice President and Trust Officer, and its corporate seal to be hereto affixed, attested by its Assistant Secretary, the day and year first above written. WITNESS: ~ /- /) 7' /; ,111 H.. ....t/~ . ~. / ,.' (SEAL) PNC BANK, N.A. /( / .' /..' , h/ . / 0:-;- '/ ",-_-::"~-":'~.&~.-~' ../'/ y /,/,[" [J _d'. ~ (SEAL) ATIEST: , , Assistant Secretary ,. J. ;: COMMONWEALTH or PENNSYLVANIA COUNTY or CUMBERLAND On Ihis, the / Ie-day of August, 1994, bcfore me, thc subscribcr, n Notary Public in and for said Commonwealth and County, camc the above-named JEAN E. BLASI, widow, thc pcrson whose name is subscribed to thc within instrumcnt, amI acknowledged Ihc above Indenture of Trust to bc her acl and deed, and desired the samc might be recordcd as such. WITNESS my hand and notarial seal the day and year aforesaid. : ss: i ~.\ ~O'ARIAL SEAL KRISlA KlIlG, ~O'ARY PUBLIC CARliSLE. CUMIl!Rl.'ND COU~lY PA MY CDMMISSION EXPIRES JUNE 27_ IIl9B . . , . I ;. . <, t ! f. I if i! COMMONWEALTH OF PENNSYL VANIA COUNTY or CUMBERLAND I hcreby certify that on this \<1, day of August, 1994, before me, the subscriber, a (" I. a Notary Public in and for said Commonwenlth and County, came the above-named ~. l\. ~~ and that he, being authorized to do so, executed thc foregoing instrument for the , purposes therein contained by signing the name of the corporation by 't\\IW'..a.\\- as \l1l9- QJ4J and Trust Officcr. : 55: '. t . r I' I ,. WITNESS my hand and seal the day and year aforesaid. I !. ~k 0 ,,_~t- NoIariaI Seal ~1iIh.NoIalyNlilo li ..~Colntv My ExJ>ros.1ttO,l99li ombor, ~o/ rIoa CASII ,"CO"\ C'S" 0,00 8,0' RIMe PAL C.\SII 0.00 .00 TOTAL CASH 0.00 0.00 CASII EQUIVALENTS H1IC CASH IQU1V-TlIL TEM' fUND PRINCIPAL '.804.91 ,,1D4.'1 '07 4.16 Mise CASH IQUIY-IIH' TAX FREE 'R Fa 73 1.000 lI.m.S2 11.311.52 211 Z.U TOTAL CASH IQU1VALlHTS 21,116.43 Zl,IU.4J ... J." FIXED INCOHE SECURITIES HUHICIPAL 101 & N'I "EW "'""~'n "101~' ED' I IlULI" . X 11 D' IOI.IZ' SD,ODO.aD U.6lr11.'ID z,us 7.n "EW 10" I' ~'O 'OV .,'. Ult.no cp DU 101 11 11t,~n.sa u.n".OD 1.2115 l.tS OCi'" CI!V "{ Y'I~' 'UlIt In.DI'' It,U'." 5.150.70 .In u( II sse 1,15 ...0 .. .~.. - ...-.. ",'-" -. ....,...--...."..- - . .............-... ,-.............-..-..-..-...---.... -_..~... SCHEDULE "An l'ltOPEltTY AND SECUltlTIES 'I'ltANSl1mUtED BY JEAN E. BUS I TO PNC BANK, N.A, UNDEIt INDENTUltE 011 'mUST DATED AUGUST II 7 1994 -..-........-.-.---..--.. --------------.. _.-_...-.' r'~Y I TRUST DEPARTMENT ClHiERtE IWIl HEE FOO JEAN BLASI TRUST UfA ACCOUNT 20 00 0~94 O~ 3 HRS JEAN E BLASI 12 CLIFTON TERRACE CARLISLE PA 17011 ... -..-. - .... -----.----- ---....-----------.-.. .._- . .-... -..---.- ...-. .--.-'-' --_.-. ..-. I TRUST DEPARTMENT Rev'" Dr A...U JUNE 30. 199" tDIIiERCE BAt<< TlEE FOO JEAN OLAst mUST UfA ,AGE 1 ACCDUllT 20 DO 0~94 O~ 3 ,fi~~l' CU"'"' INCOH[ VIElD J~:'n,3! ,&Vlh 'o"V\'I",!",' IOlC' CS ., ......, ALUE t,UIt.'1 11.11\ .n 30,000 15,000 S,ooll 00995 ._._u~ ~._. . _L~ '~1 """-----.--- ..-..-- ..._- SCHEDULE "A" PROPERTY AND SECUlUTIES TRANSFElmED BY JEAN E. BLASI TO PNC BANK, N.A. UNDER INDENTURE OF TRUST DATED AUGUST II ,1994 viE' or A..~,. LlN 30. 199 PAOE , rottERCE BAlM nEE fOR JEAN BLASI TRUST U/A ACCOIRIT ZO 00 0994 09 J EST J"Al5I DR UUn lHVISlH!HI HARKIVrOl,u, 'HHU'~ CURm' AI LUE HAICEf OS IA I INeOH YI fiXED INElIiE SEMITIES MUNICIPAL 101 I HTI lS.DOO v, SI'I' SUPl''', "DUSlND I. 2:C U III 15 98.581 25.225.00 20\.'0\5,25 2,Ul 1.20\ TOTAL HUNICIPAL IDS I HTI 7",275.69 11,091.65 5,'''0 7.61 CORPORATl 10' I HTS 40,000 v' "lmHD ~'Y 'V'H lAXAlLC ".97.5 ".35 ,.. 011 1 10" 3',603.60 31,119.20 2.150 TOTAL FlllD INCO"! SICURITIIS 113,119.29 116,117.15 1.190 1.52 HUTUAl fUlllS HUTUAL FUNDS-TAIAILI 5,611.1055 INT 10ND Fa OF AHEIICA n.32o 79.0112.50 7o\,ass.17 5.oH '.76 MUTUAL FUNDS-NOH TAl toZo\.OI CO.3~&AL TAl EIEHPT HUTUAL 13.olo 5."0\0\.35 5.517.28 3S' '.09 32S HUVfiEH MUNICIPAL H1CT orPDRT ".956.25 303 7.32 f HD 15.250 ".875.00 TOTAL "UTUAL FUNDS-HOH TAl 10,619.35 10'''73.5.1 ... 6." TOTAL HUTUAL FUNDS 19.701.1$ 15,30..70 5.755 '.15 HISCElLANEOUS ASSETS PARTNIRSHIPS 'SO SUHII'I "RE~'RR'D 'aUJ'Y 12.280 5.000.00 3,010.00 0 0.00 LIH rED ARTNERS J T I ~, , v. R.vle. Of A..et. JUNE 3D. 1991i CQttERCE IlAIM mE fOR JEAN BLASI TRUST U/A PAGE 3 ACCOUNT ZO 00 0994 09 J SHAlES DR PAR VALUE cs, UH'I lm'l:m HARxIV'OlLu, ANNUA} CURRENT HARIC T INCON YiElD HISCElLANEOUS ASSETS RtAL ISTA Tl J'H~S fJ~V cv. "! Di'LED DR H' -3- HE L HIC I9.US.GO 19,125.00 , 0.00 THE SPA OH rgRI ROYAL SOUND HIUON ilEA C 19.500.00 I9.S00.00 , 0.00 TDTAL RIAL IITATl 101,us.oo 1D."u,oo 0 0.00 TOTAL HISCILLAHEOU, ASSITS IIJ,U5.00 111,695.00 , 0.00 L1ADllITIES UAllLlTllS JopSS cllv-"l 0'0"0 DR- , ID NANe CO .If.I33.4O -19,13:5."0 0.00 '''~,l~' 'H "gR! RDVAl SDUH' I ONHEA C 'U,J91.9D -Z',J91.to , 0.00 TOTAL LIAIILITIII -~!I,!llS.JO .~I.!I2s.!D , 0.00 TOTAL LIAlILITIIS -45,125,.10 ""1,525.30 0 0.00 GRAND TOTAL 292,197.27 289,UO.6I IS,Z3J 5.26 .SO .SO 19.133."0 U.:5U.fO ---.------- ct .-. .' ~. . UNO. AA 146651 U\lU~Dj4.9'J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT 0' REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX . RECEIVED FROM: fJ ACN ASSESSMENT t:' CONTROL ... NUMBER AMOUNT FREY & TILEY 101 $04,4:30.00 :5 S HANOVER STREET CARLISLE, PA 17013 IOta HUf ESTATE INFORMATION: 1:1 filE NUMBER Ii 21-1996-0460 1:1 NAME OF DECEOENT (lAST) ~ BLASI JEAN E II DATE OF PAYMENT m POSTMARK DATE COUNTY SSN 183-12-1998 (FIRST) (Mil CUMBERLAND DATE OF DEATH REMARKS m TOTAL AMOUNT PAID $4,450.00 CW JEFFREY D ALBRIGHT C/O FREY & TILEY CHECK# 1005 '\ ~ i ' '" .'; I I 'j, I RECEIVED BY ! //1/ 'I L, \ 12(.<v..;) .-'h. .'t SIONAWitt ,. r _ MARY C. L'I.HS " :';"';l'{ REGISTER OF WILLS SEAL REGISTER OF WillS -- _._.._- --" -- - --- .-.- --- "_.-. ---. --..- .--- , . . . --- ..--' -....,.."..- -...~~. t. ~ -"',y ...,:. ~ .~ CER1'I F I CATION OF NOT IC~~ llNDEH HlJI,E 5. Ii ( a l. Name of Decedent: Jcan E, Blasi Date of Death: Muy 31,1996 Will No. Admin. No. 21-96-00460 To the RegisLer: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to tl~ following beneficiaries of the above-captioned estate on June 14, 1996 Name Address Jeffrey D, Albri~ht John R. Albri~ht R. R. #2, Box 134A. Newport, Nil 03773 Hazel S. Davis 239 Bcach Citv Road. lIilton Head Island, SC 29928 907 Fruitland Avenue, Bradcnton, FL 34207 630 North West Street. Carlislc. PA 17013 John L. Endcrs Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Non~ Date: ;:"'-t! 17, r9?i5 / /-,4 &/-~ Signa re }) 7 /1) - Name -. Stcphcn D. Tilcy ~ ,-'<( f.; (/) ~ ,): "" w. 0\ ~ Z ::"='1 .--, ,-, (:. l.) 'II ~ (\>0- F' ;B:J c:- UU Address 5 South lIanovcr Strect Carlislc, PA 17013 Telephone (717) 243-5838 Capacity: Personal Representative x Counsel for personal representative PNCBANK COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PA ORPHANS' COURT DIVISION NO. TRUST UNDER AGREEMENT OF JEAN BLASI SETTLOR DATED 08/11/94 FIRST AND FINAL ACCOUNT OF PNC BANK. NATIONAL ASSOCIATION TRUSTEE ACCOUNTING AUGUST 11 1994 TO AUGUST 1 1997 PURPOSE OF ACCOUNT. THE TRUSTEE OFFERS THIS ACCOUNT TO ACQUAINT INTERESTED PARTIES WITH THE TRANSACTIONS THAT HAVE OCCURRED DURING ITS ADMINISTRATION OF THE TRUST. IT IS IMPORTANT THAT THE ACCOUNT BE CAREFULLY EXAMINED. REQUESTS FOR ADDITIONAL INFORMATION OR QUESTIONS OR OBJECTIONS CAN BE DISCUSSED WITH, PNC BANK. NATIONAL ASSOCIATION C/O MARIA A TOMPKINS ASSISTANT VICE PRESIDENT POBOX 308 CAMP HILL PA 17001-0308 TELEPHONE (717) 691-4044 STEPHEN D TILEY ESQUIRE ATTORNEY I.D. 125-173053B FREY & TILEY 5 SOUTH HANOVER STREET CARLISLE PA 17013 TELEPHONE (717) 243-5838 - 1 - fAINOIItOI"1 PNCBANlK. JEAN BLASI 3103590 SUMMARV AND INDEX PRINCIPAL fAill RECEIPTS 3 - 3 315.756.32 NET GAIN/LOSS ON CONVERSIONS 4 - 6 3.406.80- ADJUSTED BALANCE 312.349.52 LESS DISBURSEMENTS 7 - 7 104.083.58- BALANCE BEFORE DISTRIBUTIONS 208.265.94 DISTRIBUTIONS TO BENEFICIARIES 8 - 8 119.161.17- PRINCIPAL BALANCE ON HAND 9 - 9 89.104.77 INVESTMENTS MADE 10 - 10 CHANGES IN INVESTMENT HOLDINGS INCOME RECEIPTS 11 - 17 127.639.08 LESS DISBURSEMENTS 18 - 18 6.316.26- BALANCE BEFDRE DISTRIBUTIONS 121.322.82 DISTRIBUTIONS TO BENEFICIARIES 19 - 26 114.620.70- INCOME BALANCE ON HAND 27 - 27 6.702.12 COMBINED BALANCES REMAINING 95.806.89 - 2 - TflINDIIIG/"1 . PRIVATE BANK PNCBANK JEAN BLASI 3103590 RECEIPTS OF PRINCIPAL RECEIVED FROM COMMERCE BANK 7/22/94 30,000 PAR NEW HAMPSHIRE HIGHER EDL HLTH FACS AUTH REV FGIC 7.75% DUE 01/01/06 30.000.00 7/22/94 15,000 PAR NEW YORK ST MTG AGV REV AMT 9TH SER OF 86B 8.30% DUE 10/01/17 14.593.50 7/22/94 325 SHS NUVEEN MUNICIPAL MARKET OPPORTUNITY FUND 4.875.00 7/22/94 5.000 PAR OCEAN CNTV NJ UTILITIES AUTH WASTEWATER REV 6.75% DUE 01/01/13 4.457.19 7/22/94 40.000 PAR VIRGINIA ST HSG DEV AUTH MULTI FAM 7.125% DUE 05/01/03 39.603.60 7/22/94 25.000 PAR VIRGINIA ST HSG DEV AUTH MULTI FAM TAXABLE SER A 8.125% DUE 11/01/15 25.225.00 8/09/94 CASH 10.000.00 9/08/94 CASH 5.620.00 10/28/94 CASH 10.88 10/28/94 435.929 UTS COLONIAL TAX EXEMPT FD CL A FD .753 5.899.36 12/28/94 5,863.667 UTS INTERMEDIATE BOND FUND OF AMERICA 82.369.48 1/09/95 45.356 UTS INTERMEDIATE BOND FUND OF AMERICA 586.45 1/18/95 250 SUMMIT PFD EQUITV L P BEN UNIT CTF 3.070.00 1/20/95 CASH 25.000.00 2/08/95 34.059 UTS INTERMEDIATE 80ND FUND OF AMERICA 443.11 11/27/95 35.697 UTS INTERMEDIATE BOND FUND OF AMERICA 469.06 1/17/96 10.000 PAR PHILADELPHIA ELEC CO 1ST REF MTG MBIA IBC 5.625% DUE 11/01/01 9.512.50 3/29/96 DEED TO APT 3132 THE SPA ON PORT RoVAL SOUND HILTON HEAD SC (1/2 INTEREST> 17,500.00 OTHER RECEIPT ------------- 11/08/95 PROCEEDS ON SALE RE 1/2 SHARE INTEREST IN VIRGINIA PROPERTY 36.521.19 TOTAL PRINCIPAL RECEIPTS 315.756.32 ............. '''SNottl''"' - 3 - .' PRIVATE BANK PNCBANK JEAN BLASI 3103590 GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS WJi ~ 11/03/94 3Z5 SHS NUVEEN MUNICIPAL MARKET DPPDRTUNITV FUND PROCEEDS, 4.354.85 ACQUISITION VALUE, 4.875.00 5Z0.15- 1/09/95 0.9Z9 UTS COLONIAL TAX EXEMPT FD CL A FD 1753 PROCEEDS, 11. 57 ACQUISITION VALUE, 12.57 1.00- 1/Z3/95 433.071 UTS COLONIAL TAX EXEMPT FD CL A FD 1753 PROCEEDS, 5.475.18 ACQUISITION VALUE, 5.860.69 385.51- 1/Z7I95 5.000 PAR OCEAN CNTV NJ UTILITIES AUTH WASTEWATER REV 6.75Y. DUE 01/01/13 PROCEEDS, 5,043.70 ACQUISITION VALUE, 4.457.19 586.51 Z/03/95 1.9Z9 UTS COLONIAL TAX EXEMPT FD CL A FD 1753 PROCEEDS, Z4.69 ACQUISITION VALUE, 26.10 1.41- 3/ZZ/95 1,981.08Z UTS INTERMEDIATE BOND FUND OF AMERICA PRDCEEDS, Z6,Z49.34 ACQUISITION VALUE, 27.800.45 1,551.11- 4/19/95 1,981 UTS INTERMEDIATE BOND FUND OF AMERICA PROCEEDS, Z6,406.73 ACQUISITION VALUE, 27.799.30 1,39Z.57- 5/Z6/95 1,981 UTS INTERMEDIATE BOND FUND OF AMERICA PROCEEDS, 26,763.31 ACQUISITION VALUE, 27.799.Z9 1,035.98- 6/1Z/95 Z50 SUMMIT PFD EQUITV L P BEN UNIT CTF PROCEEDS, 1.57Z.75 ACQUISITION VALUE, 3.070.00 1,497.Z5- 4/Z6/96 35.697 UTS INTERMEDIATE BOND FUND OF AMERICA PROCEEDS, 471.63 ACQUISITION VALUE, 469.06 8.57 ,,,,NOI110In' - 4 - PRIVATE BANK PNClBANK JEAN BLASI 3103590 GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS M1Il .L..lli 4/30/96 10,OOD PAR PHILADELPHIA ElEC CO 1ST REF MTG MBIA IBC 5.62570 DUE 11/01/01 PROCEEDS, 9,389.50 ACQUISITION VALUE, 9.512.50 123.00- 6/11/96 1,122 UTS PNC MANAGED FIXED INCOME FUND PROCEEDS, 9,827.60 ACQUISITION VALUE, 9.997.02 169.42- 6/11/96 640 UTS PNC BALANCED FUND PROCEEDS, 16,200.32 ACQUISITION VALUE. 14.999.68 1.200.64 6/11/96 2,014 UTS PNC INCOME FUND PROCEEDS, 36,270.13 ACQUISITION VALUE, 34.983.69 1.286.44 6/11/96 5.594 UTS PNC INTERMEDIATE GOVERNMENT FUND PROCEEDS, 24,630.38 ACQUISITION VALUE, 24.999.59 369.21- 9/16/96 30,000 PAR NEW HAMPSHIRE HIGHER EDl HlTH FACS AUTH REV FGIC 7.7570 DUE 01/01/06 PROCEEDS, 30,724.20 ACQUISITION VALUE, 30.000.00 724.20 9/16/96 15.000 PAR NEW YORK ST MTG AGY REV AMT 9TH SER OF 86B 8.3070 DUE 10/01117 PROCEEDS, 15,311.55 ACQUISITION VALUE, 14.593.50 H8.05 9/16/96 40,000 PAR VIRGINIA ST HSG DEV AUTH MULTI FAM 7.12570 DUE 05/01/03 PROCEEDS, 39,304.00 ACQUISITION VALUE, 39.603.60 299.60- 9/16/96 25,000 PAR VIRGINIA ST Hsa DEV AUTH MULTI FAM TAXABLE SER A 8.125% DUE 11/01/15 PROCEEDS, 24,640.00 ACQUISITION VALUE. 25.225.00 585.00- - 5 - flIIINDIIIO'"1 PRIVATE BANK PNCBANK 3103590 JEAN BLASI GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS llA1H JJIll 5/28/97 DEED TO APT 3132 THE SPA ON PORT ROVAL SOUND HILTON HEAD SC (1/2 INTEREST> PROCEEDS. 17,500.00 ACQUISITION VALUE, 17.500.00 TOTAL GAINS AND LOSSES LESS GAIN NET LOSS .00 4.524.41 7,931.21- ~21j.41 ,-;tt06.80- .......... 1"1"011,.,"1 - 6 - PRIVATE BANK PNCBANK JEAN BLASI 3103590 DISBURSEMENTS OF PRINCIPAL 2/19/97 MELLON MORTGAGE COMPANY 1/2 PAVMENT OF MORTGAGE .70095741 3132 THE SPA ON PORT ROVAL SOUND 26,083.58- TRANSFERS TO INCOME TO COVER OVERDRAFT 8/25/94 800.00- 9/08/94 2,300.00- 9/09/94 2,500.00- 9/27/94 500.00- 9/28/94 500.00- 10/13/94 1,000.00- 10/20/94 4,000.00- 11/18/94 3,000.00- 12/28/94 2,000.00- 1124/95 10,000.00- 4/07195 10,000.00- 4/20/95 15,000.00- 11/13/95 5,400.00- 1/29/96 2,000.00- 3/29/96 4,000.00- 5/02/96 10,000.00- 5/30/96 1,000.00- 74,000.00- 8/01197 TRUSTEES COMPENSATION PNC BANK, NATIONAL ASSOCIATION RESERVE FOR COMPENSATION 500.00- 8/01197 STEPHEN D TILEV ESQUIRE COUNSEL FEE 2,500.00- 8/01197 RESERVE FOR FILING FEES AND ADDITIONAL MISCELLANEOUS EXPENSES 1,000.00- f TOTAL PRINCIPAL DISBURSEMENTS 104,083.58- ............ - 7 - """01'110/"1 , . PRIVATE BANK PNCBANK JEAN BLASI DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES JEAN E BLASI CASH DISTRIBUTED 8/22/94 8/29/94 5/18/95 3103590 1,000.00- 2,000.00- 20,000.00- 23,000.00- FOR ACCOUNT OF JEAN E BLASI 8/29/94 WIRE TRANSFER FEE 11/25/94 PRUDENTIAL SECURITIES TRANSFER FEE 23,000.00- 12.50- 50.00- FOR ACCOUNT OF THE ESTATE OF JEAN E BLASI DECEASED 7/12/96 WILDEMAN & OBROCK CPA PREPARATION OF RETURNS FOR PRIOR YEARS 2/18/97 VIRGINIA DEPARTMENT OF TAXATION 1991 PERSONAL INCDME TAX 62.50- 795.00- 1.503.67- JEFFREV ALBRIGHT 4/18/97 CASH DISTRIBUTED 2,298.67- 46,900.00- JOHN R ALBRIGHT 4/21/97 CASH DISTRIBUTED 46,900.00- 46,900.00- TOTAL PRINCIPAL DISTRIBUTIDNS 46,900.00- 119,161.17- .......... .8- TlltH"'I""' PRIVATE BANK PNC$ANK JEAN BLASI 3103590 RECEIPTS OF INCOME CONTI NUED I PNC MANAGED FIXED INCOME FUND 3/19/96 11.87 3/26/96 12.72 4/02/96 14.26 4/09/96 9.76 4/16/96 13.42 4/23/96 11.34 4/30/96 13.01 5/07/96 12.66 5/14/96 12.66 5/21/96 12.88 5/29/96 13.34 6/04/96 11.47 6/11/96 13.41 569.82 PNC BALANCED FUND 11/21/95 16.19 11/29/95 10.93 12/04/95 13.86 12/12/95 11.74 12/19/95 13.08 12/27/95 12.22 1/04/96 13.32 1/11/96 6.86 1/17/96 10.84 1/23/96 7.08 1/30/96 8.24 2/06/96 10.62 2/13/96 14.75 2/21/96 18.52 2/27/96 15.69 3/04/96 13.78 3/12/96 12.79 3/19/96 13.28 3/26/96 8.49 4/02/96 11.66 4/09/96 6.96 4/16/96 11.54 4/23/96 7.29 4/30/96 9.23 5/07/96 9.94 5/14/96 15.20 5/21/96 14.89 5/29/96 20.74 6/04/96 11. 52 6/11/96 13.54 364.79 PNC INCOME FUND 10/03/95 25.40 10/11/95 19.73 10/17/95 16.46 10/24/95 17.16 10/31/95 16.77 11/07/95 21.03 11/14/95 21.64 11/21/95 42.95 - 13 - ,"'NIlIIIOlt\. PRIVATE BANK JEAN BLASI RECEIPTS OF INCOME CONTINUED, PNC INCOME FUND 11/28/95 12104/95 12112195 12119195 12127195 1104/96 1/11/96 1/17/96 1123196 1130/96 2106/96 2113/96 2121/96 2127/96 3/04/96 3/12196 3/19196 3/26/96 4/02196 4/09196 4/16/96 4123196 4/30/96 5/07196 5/14/96 5121196 5129196 6/04/96 6/11196 PNC INTERMEDIATE GOVERNMENT FUND 8/08/95 8/15/95 8/22195 9/05/95 9/12195 9/19195 9/26/95 10/03/95 10/10/95 10/17195 10/24/95 10/31/95 11107195 11/14/95 11121195 11/28/95 12104/95 12112195 12119195 12127195 1/04/96 1111/96 1117196 - 14 - PNCBANK 3103590 33.60 31.19 46.98 43.13 36.62 48.69 23.77 34.34 32.81 28.62 41. 97 33.93 50.56 34.74 37.67 44.98 36.95 28.22 39.11 23.96 34.61 34.98 28.75 41.25 41. 04 41.37 45.26 36.98 44.72 1,261.94 18.59 32.60 32.04 57.60 36.27 35.42 28.44 36.56 27.52 32.21 31.08 32.50 30.11 31. 95 31.71 31.93 27.51 37.14 32.65 32.38 40.18 23.55 32.24 ,,,'NOIll0,III . . PRIVATE BANK PNClRANK JEAN BLASI 3103590 RECEIPTS OF INCOME CONTINUED I PNC INTERMEDIATE GOVERNMENT 1/23/96 31.32 1/30/96 33.21 2106/96 29.31 2113/96 31.02 2121/96 30.71 2127/96 34.06 3/04/96 29.81 3/12196 36.43 3/19/96 27.33 3/26/96 33.11 4/02196 37.47 4/09/96 21.14 4/16/96 31. 52 4/23/96 28.26 4/30/96 31. 64 5/07/96 31.89 5/14/96 30.03 5/21/96 30.41 5/29/96 32.00 6/04/96 28.29 6/11/96 31. 27 1.402.41 PNC SHORT TERM INVESTMENT FUND TAXABLE 9/01/94 .41 9/01/94 24.32 10/04/94 1.83 10/04/94 27.17 11/01/94 3.26 11/01/94 16.58 12101/94 7.06 12101/94 16.66 1/03/95 3.97 1/03/95 9.80 2101/95 15.07 2101/95 34.85 3/01/95 30.56 3/01/95 119.64 4/03/95 20.46 4/03/95 173.42 5/01/95 37.92 5/01/95 249.94 6/01/95 81. 78 6/01/95 241.49 7/05/95 57.04 7/05/95 284.45 1.457.68 COMPASS CAPITAL MONEV MARKET SERVICE CLASS FD 108 7/03/95 2.92 7/03/95 19.02 8/02195 43.31 8/02195 286.68 9/01/95 52.09 9/01/95 137.78 1f1lSHO'lllllft' - 15 - PRIVATE BANK PNCBANK JEAN BLASI 3103590 RECEIPTS OF INCOME CONTINUED I COMPASS CAPITAL MONEY MARKET 10/02195 31.75 10/02195 105.98 11/01/95 24.82 11/01/95 31.07 12101/95 19.01 12101/95 63.66 1/02196 8.72 1/02196 35.95 2101/96 5.75 2101/96 33.90 3/01/96 3.66 3/01/96 23.65 4/01/96 4.63 4/01/96 24.87 5/02196 10.01 5/02196 8.13 6/03/96 18.35 6/03/96 10.24 7/01/96 3.15 7/01/96 223.72 8/01/96 5.22 8/01/96 364.08 9/03/96 4.74 9/03/96 362.96 10/01/96 9.62 10/01/96 561. 23 11/01/96 16.70 t 11/01/96 825.53 \ 12102196 16.85 12102196 796.51 1/02197 16.82 1/02197 824.78 2103/97 18.20 2103/97 822.64 3/03/97 16.36 3/03/97 706.91 4/02197 20.29 , 4/02197 704.16 I 5/01/97 22.52 , 5/01/97 569.41 . ,\ 6/02197 25.87 , 6/02197 331.03 i 7/01/97 24.99 . 7/01/97 390.47 8/01/97 27.27 8/01/97 404.24 9,122.22 MISCELLANEOUS 12121/94 FROM MICHAEL BLASI TRUST UNDER AGREEMENT 3,000.00 7/26/95 FROM MICHAEL BLASI TRUST UNDER AGREEMENT 7,000.00 - 16 - ''''Norna,,,. , . . PRIVATE BANK PNCBANK JEAN BLASI 3103590 RECEIPTS OF INCOME 10/10/95 FROM MICHAEL BLASI TRUST UNDER AGREEMENT 1,800.00 12101195 MICHAEL BLASI TRUST TRANSFER TO PAY l/Z SHARE OF THE SPA ON PORT ROYAL SOUND 137.50 21Z8/96 FEDERATED INVESTORS INSURANCE INC REFUND OF PREMIUM RE CANCELLATION OF Z05 DOGLEG DR WILLIAMSBURG VA lZ7.DO 21Z8/96 FROM MICHAEL BLASI TRUST UNDER AGREEMENT Z,500.00 2119/97 MELLON MORTGAGE COMPANY REFUND ON ESCROW ACCOUNT RE 313Z THE SPA ON PORT ROYAL SOUND 10.65 TRANSFER FROM PRINCIPAL FOR DISTRIBUTION 8125/94 800.00 9/08/94 Z,300.00 9/09/94 Z,500.00 9127194 500.00 9/Z8/94 500.00 10/13/94 1,000.00 10/Z0/94 4,000.00 11/18/94 3,000.00 121Z8/94 Z,OOO.OO 1124/95 10,000.00 4/07/95 10,000.00 4/Z0/95 15,000.00 11/13/95 5,400.00 1/Z9/96 Z,OOO.OO 3129/96 4,000.00 5/02196 10,000.00 5/30/96 1,000.00 74,000.00 MICHAEL BLASI TRUST UNDER AGREEMENT l/Z SHARE MORTGAGE PAYMENT RE THE SPA ON PORT ROYAL SOUND HILTON HEAD SC 5121/96 Z99.50 5121/96 Z99.50 6/Z1I96 Z99.50 7123/96 Z99.50 8121/96 Z99.50 9123/96 Z99.50 10123/96 Z99.50 11/Z1I96 Z99.50 121Z7I96 Z99.50 1123/97 Z99.50 Z,995.00 TOTAL INCOME lZ7,639.08 .....a...... '''SNOIflDlKI - 17 - ._w, _ _.- .... .__.. - .. . PRIVATE BANK PNClBANK JEAN BLASI 3103590 PISBURSEMENTS OF INCOME 6/11/97 PENNA DEPARTMENT OF REVENUE 1996 FIDUCIARY INCOME TAX 41. 00- TRUSTEES COMPENSATION PNC BANK, NATIONAL ASSOCIATION COMPENSATION BASED ON PRINCIPAL MARKET VALUE 10/12/94 313.51- 11/09/94 104.06- 12/09/94 98.15- 1/10/95 162.61- 2/09/95 179.40- 3/09/95 180.44- 4/11/95 173.48- 5/09/95 165.15- 6/09/95 149.45- 7/11/95 148.84- 8/09/95 152.09- 9/11/95 150.09- 10/11/95 149.28- 11/09/95 149.84- 12111/95 174.77- 1/10/96 178.01- 2109/96 184.03- 3/11/96 182.32- 4/09/96 192.46- 5/09/96 182.83- 6/11/96 179.86- 7/09/96 180.26- 8/01/96 178.63- 9/10/96 178.09- 10/09/96 179.26- 11/13/96 179.23- 12/10/96 178.92- 1/09/97 178.86- 2/11/97 178.75- 3/11/97 155.84- 4/09/97 155.84- 5/09/97 77.17- 6/10/97 77 .20- 7/09/97 77 .19- 5,525.91- 12101/94 COMMERCE BANK INCOME FEES DUE 07/22/94 THRU 10/31/94 152.32- 6/20/95 COMMERCE BANK TRUSTEE FEE FOR PERIOD OF 11/01/94 THRU 04/30/95 & PREPARATION OF 1994 FIDUCIARY TAX RETURN 442.26- 11/16/95 COMMERCE BANK TRUSTEE FEE FOR THE PERIOD COVERING 04/31/95 TO 09/12/95 154.77- TOTAL INCOME DISBURSEMENTS 6,316.26- .......... 1ftINOIIIO'''' - 18 - " PRIVATE BANK PNClRANK JEAN BLASI 3103590 DISTRIBUTIONS OF INCOME TO BENEFICIARIES CONTINUED. FOR ACCOUNT OF JEAN E BLASI 5/20/96 599,00- 13,112.00- DEED TO APT 3132 THE SPA ON PORT ROYAL SOUND HILTON HEAD SC U/2 INTEREST> INSURANCE FEE 8 REGIME FEE 9/27/94 290.00- 10/25/94 290.00- lZ/0Z/94 290.00- 1/03/95 290.00- 1/20/95 290.00- Z/23/95 290.00- 3/31/95 275.00- 4/26/95 275.00- 5/30/95 275.00- 6/26/95 275.00- 7127195 275.00- 8/23/95 275.00- 9/25/95 275.00- 10/26/95 275.00- lZ/04/95 275.00- 1/11/96 300.00- 1/26/96 275.00- 2/29/96 275.00- 4/18/96 132.50- 4/23/96 132.50- 5,330.00- FARMERS TRUST COMPANY 12 CLIFTON TERRACE lZ/01/94 473.07- 1/05/95 473.07- Z/03/95 473.07- 3/0Z/95 473.07- 3/31/95 473.07- 4/21/95 473.07- 5/30/95 473.07- 6/15/95 473.07- 8/15/95 510.01- 9/01/95 510.01- 9/27/95 510.01- 10/26/95 510.01- lZ/01/95 510.01- 6,334.61- WATER AND SEWER SERVICE 1/19/95 3.34- 4/20/95 19.28- 7127195 10.20- 10/26/95 10.45- 1/30/96 .73- 44.00- SCHOOL AND REAL ESTATE TAXES 9/08/94 1.164.41- T"IHoreIO"'1 - 22 - .. PRIVATE BANK JEAN BLASI DISTRIBUTIONS OF INCOME TO BENEFICIARIES CONTINUED, FOR ACCOUNT OF JEAN E BLASI 10/03/95 FREY 8 TILEY LEGAL SERVICES RENDERED 11103195 PNC MORTGAGE APPLICATION FEE 11/06/95 AMEX LIFE ASSURANCE INSURANCE PREMIUM PNC BROKERAGE-3600 S.D.I.R.A. MAINTENANCE FEE FOR 1995 11/15/95 SIDNEY J BAKER PROFESSIONAL SERVICES RE SALE OF VIRGINIA PROPERTY BEAM COOPER GAINEY 8 ASSOCS INSURANCE PREMIUM RE 313Z SPA ON PORT ROYAL SOUND HILTON HEAD SC 11/ZZ/95 OAST HOOK CROWE 8 RESOLUTE PC PROFESSIONAL SERVICES lZ/19/95 WHEAT FIRST BUTCHER SINGER FEE FOR TRANSFER OF ACCOUNT 1/09196 LAND TRANSFER CLOSING COST FOR REFINANCE OF MORTGAGE llZZ/96 GOODVILLE MUTUAL CASUALTY CO PERSONAL AUTO POLICY z/ZB/96 JOHN ALBRIGIlT REPAIRS RE SPA ON PORT ROYAL HILTON HEAD SC 4/0B/96 INGRAM THOMPSON 8 ASSOCIATION INC APPRAISAL FEE RE THE SPA ON PORT ROYAL SOUND HILTON HEAD SC 5/0Z/96 LEADER CARLISLE NURSING HOME ROOM AND BOARD - Z4 - I '. PNCBANK 3103590 Z60.00- 303.00- 65Z.BO- Z5.00- 5Z7.n- Z14.65- 714.50- 50.00- B19.53- Z95.00- 144.56- 150.00- 6,76Z.67- ',,"SNOI1101'" . . ." " PRIVATE BANK PNClmANK JEAN BLASI 3103590 DISTRIBUTIONS OF INCOME TO BENEFICIARIES CONTINUED, FOR ACCOUNT OF THE ESTATE OF lllZ7I96 JOY LOGAN 1996 BEAUFORT COUNTY TAX BILL 12106/96 BEAM COOPER GAINEY B ASSOCS INSURANCE PREMIUM RE 3132 SPA ON PORT ROYAL SOUND HILTON HEAD SC 5/30/97 JOHN R ALBRIGHT REIMBURSEMENT FOR TAXES B REGIME FEE RE SALE OF 3132 THE SPA ON PORT ROYAL SOUND SHIRLEY A DEVARIS ESQUIRE TRANSFER TAX RE SALE OF 3132 SPA ON PORT ROYAL SOUND 42.23- 214.65- 276.45- 64.75- TOTAL INCOME DISTRIBUTIONS 11,156.80- 114,620.70- .......... "llNOllIO'''' - 26 - ~ ~ I . t -, . COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA ORPHANS' COURT DIVISION NO. 21-96-0460 DEED OF TRUST OF JEAN BLASI, SETTLOR DATED AUGUST 11, 1994, AS AMENDED PROPOSED SCHEDULE OF DISTRIBUTION Principal balance before distributions $208,265.94 $121.322.82 $329,588.76 - $119,161.17 - $114.620.70 $ 95.806.89 Income balance before distributions Total balance before distributions Less principal distributions to beneficiaries Less income distributions to beneficiaries Combined principal and income balance remaining TO: Jeffrey D. Albright R. R. #2, Box 134A Newport, NH 03773 50% of balance of trust $ 47,903.44 (see page 8 of Account for April 18, 1997 partial distribution of $46,900.00) TO: John R. Albright 239 Beach City Road Hilton Head Island, SC 29928 50% of balance of trust $ 47.903.45 (see page 8 of Account for April 21, 1997 partial distribution of $46,900.00) Total proposed final distributions: $ 95.806.89 Page I of 2 Pages . . , , I " . COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS.: Before me, the undersigned officer, personally appeared Maria A. Tompkins, an Assistant Vice President of PNC Bank, a National Association, the trustee, who, being duly sworn according to law, deposes and says that the foregoing Proposed Schedule of Distribution is true and correct to the best of her knowledge, information and belief. -;fJ/~() 0,J1. Maria-A. Tompkin~, Ass!. Vice President PNC Bank, a National Association, Trustee Sworn to and subscribed before me this"",:s-nl day of September, 1997. t.., I: --. ----'1 J ,- ./a'1l?-e./td./ (~6/i:.err.< ) Page 2 of 2 Pages < ll. >- I- % 't'" . CJ ~ It! 0;.' g C U ~~.c- ::: u U >- Q ~ 5~ (,'lea c ~z '~\.\ u '0. ...JO ~ C C,;;:: ~_ g .~ oi e . taJ tn I u :; g. ll) . ' ~ ~;: ,~ ~'2Q.;; Rei~' t....r _ , I;;: .c l- Ie..... _ ~:o.-=o 0= ~:: - ~ "0::1 v; 0 . ~ <u ,,~,;~:g~~:a: 0 . c:: - ". Z >. .c -~ ~ c: tr. ""-J~ (; '0""""1 z ~ 'I::J U _ _ _ ~ - lJ o"ii\ _ i: c: t:>. 0 <<l "'"-l..'- X ~ r"iJ1';c.:! 11 ;,,_,,0 '<J~._:lI <J ..... I- ~ .. - '" g. ~ u: - u: "'i = ~.... t.:'" .,- - .....- 0- c:c !zc :.:0 ffi~ :.:< "'c t.:: < ,"', to: C ~ - z e - ~ - IS u: u: < . :: z e - ~ Z :w: z <.. =~ UI- zu: c..= '" .....1- e ~ o t.: U < . :: z I- :!: ii I- ..... c z < I- u: '" ..... "''C5i:21:~ 5~.~!i1Hl J i~ 5 11 ~~si~j 'S'iiSsl IIJI) I ;\ I~~j I ilillJ ~ 'fllli ~ II IIi . ~ i'! Sl~;'" 5!!5!!"15c !,'l:I8.2i~15 ~'S!g.5~.!:: Gi"":aCVoCD ~coou...~ -.... r_:~Q) "- . .. . . . r'"\' ~ .. , " i'_' '" oc ta:1""'l I""': "''''' l:: OC -0 oa: r.n ::1M :a: I 0'..... al: M ~"; t;1""'l_~ '" eN al: Q_ :a-:- ~,...,... ~ t ~_;: -Q~Z-<~ E-'"" c.. - ..J:S e:a: Q>i=-:a;~ Z:a: -_= :a:Z""E:~~ - CI: ~... ~->o_~ - f:: '0' tr. ClC:_ :&.of-o- <:a: !;;<!::"'l.:1- t:5i'g'Oi!e~ ~i..t:E~. iJgl~Si I lIlt II. ~ ~\' '~!s ilt ' ~ 1l1~icsl I \ HiHu i ~ 5i~i-il~1 > 'ij I! 1.5 ~ t:-g C~Ol...... 2l1ll..~-gQlelggf ,\, >OE-lIlo_ .og-"QlO~.!!! f.."'=o.'Ou QlQ."-OC:~15< ~o='5~:oo .. ..... .. , r (j) .4 .. ... .... . .~. Decedent's Complete Addres~ STREET ADDRESS -.J2J:lillon,TeIIilce--_. --. . . - -_...._.-.~--- ---~._._-- - .-...---..-.-"---.- ----..- ..--...--.-- ~-----_.- -- .-._.. -CITY Carlisle ____. ----- _u_______._ -STATE~:;_ ZIP--m_-- 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2, Cred,lslPayments A. Spousal Po,eny Credit B, Pnor Paymenls C. Discount (1) 14,820,21 4,450,00 2342Q.. Total Credits (A + B + C) (2) 4,6B4,20 3, InteresUPenalty if applicable 0, Interest E, Penalty 5.204,62 Tolallnlere.UPenally I 0 + E ) (3) 4, If Line 2 is greale' lhan Line 1 + Line 3. enter the difference, This is the OVERPAYMENT. Check box on Page 1 line 20 to ,equest a refund (4) 5.204.62 5, If Line 1 + Line 3 is greale' lhan Line 2, enter ll1e difference. This is ll1e TAX DUE. (5) 15,340,63 B. Ente, ll1e lotal of Line 5 + SA, This is ll1e BALANCE DUE. (SA) (5B) A. Enter ll1e interest on ll1e tax due. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE 8LOCKS 1. Did decedent make a Uansfer and: Yes No a, retain ll1e use or income of the propeny transfened;."."..(~4.'';'"",.s~~~"."~)",...,,,....... 00 0 b. ,etain ll1e right to designate who shall use the p,opel1y lransfened or its income;....."........."."..........""""..", 0 Ii] c. ,etain a reversionary interest; 0'".""....."."...""""...."""..."""."..""".."'''''"."...."..'''...""........""............"...-. 0 [i] d, receive ll1e promise for life of either payments. benefils or care? ..""........"."""..............-...".."..."'.."..""""" 0 Ii] 2. If dealh occurred afte' December 12. 1982, did decedenlt'ansler p,openy will1in one year of death Wl1l10Ut receiving adequate consideration? ",,,,,...,,,,,,,..,,,,,,,,,,,,..,,.....,,,,,,,,,,,...,,.,',.,,,,.,...,'"",,,.',,,,...,,,,.,.,..,',,,....,,' 0 [i] 3, Did decedent own an 'in trust lo~ 0' payable upon death bank account or security at his or he, death? ......"...." 0 00 4, Did decedent own an Individuat Retirement Account, annuity, or other non.probate propeny which contains a benefidary deSignation? "...""..",..."."..".."'".."".",,,.....,,,,,,..,,,,"",,.."',,.........,..,,,,..,,",,..""""""..,,,,, 0 [i] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN. Under penalties 01 pefJJl. I decbrt lhall hive eumlOed!hiS return. inOJclng acc.ompanyv'lg KMdiJes and statements. and 10 lI1e besl of my Ulowlfdge and be~el. IllS true, correcl and ~le. Dedaratcn of prtparet olJlet than tile penon.al reprtSlnlallvt IS based on .11 infotmation of \lltlich pteparl' has any Ulaw1edlll. DATE jJ ,/-'} ':'3 ------.-- ADDR / / 68 Morgan Roa ,Unity, Newport, NH 03733 SIGNATURE OFJ~~R OTHER(.THAN REPRESENTATIVE J(.L . III ' . L/I ADDRESS ./ ' 5 South Hanover Street. Carlisle, Penn~~lvania 17013 .---------------- DATE , .. /r:;/ /1 "-J> -_..__.---~..__. -----_-:_~~._.~------ .---------- For dates 01 deall1 on 0' afte, July 1, 1994 and belore January 1. 1995, ll1e tax rate imposed on the net value of transfers to or for the use of ll1e SU!'living spouse is 3% 172 PS ~9116 (a) (\.II (ill For dates 01 death on 0' after January I. 1995, the tax rate impo.ed on the nel value 01 transfers to or 10' the use of the sU!'li'IOg spou.e is 0% 172 P.S, ~9116Ia) (\.Illiill The statute doe!; not exemot a transfer 10 3 sur/iving spouse from fa... and the Slalutori requirements for disclosure of assets and filing a tax relurn are still applicable even if the surviving spouse is the only bener"ary. Fo, dales of death on or after July 1. 2000: The lax rale imposed on the net value ollransfers from a deceased child t,.enly-oOC years of age or younger at death to or for the use of a natural parent. an adoptive parent, 0' a stepparenl 01 the child is 0~.172 P5. ~91 16(a)(1 211 The tax rate imposed on the net value of Iransfers to or for the use of the decedent's lineal beneflc,a"e. is 45%. e.cept.s noted in 72 PS ~9116(12) 172 P.S, ~9116Ia)(11I The tax rate imposed on the nel value of transfers 10 or lor the use of the decedent's Siblings is 12% 172 PS ~9116Ia)(t311 A Sibling IS defined, under Sechon 9102, as an individual who has at least one parent in common With the decedent. whether by blood or adoption. --'. -- ESTATE OF JEAN E, BLASI, alkla ANNA JEAN BLASI 21-96-0460 STATEMENT ONE TO REV-1500 PAGE TWO TAX DUE (Page 1, Line 19) 14,820.21 LESS AMOUNT PAID AND CREDITED DURING DISCOUNT PERIOD: (4,450.00) (234.20) 10,136.01 PLUS INTEREST: (Nine Month Period Ends February 28, 1997) FFO.1 TO # OF DAYS RATE 3/1/97 12/31/98 = 671 9% 1,677.02 1/1/99 12/31/99 = 365 7% 709.52 1/1/00 12/31/00 = 366 8% 813.10 1/1/01 12/31/01 = 365 9% 912.24 1/1/02 12/31/02 = 365 6% 608.16 1/1/03 12/15/03 = 349 5% 484.58 5,204.62 5,204.62 TOTAL DUE AS OF: 12/15/03 15,340.63 ""''''''.1.'''. COMMOM'IEAlTH OF PENNSYlVANIA INHERITANCE TAX RETURN R 10 NT OECEll€NT '"' I"". SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Jean E. Blasi, ,,/k/a Anna Jean Blasi 21-96-0460 All ,eal property owned lolelyor as a lenanlln common mUll be reponed .1 f.lr markel v.lue. Fa~ marltel va~e ~ defllled allhe pnce alwhich property lVOuld be e'changed beloveen a wiling buyer and a wiling seller. neilher being compelled 10 buy or sen. bolh hsving raasonable knowledga of Ihe rele,anl 'acts. Real propel1y which II Jolnlly-owned with light of IUNlvorshl mUll be dllclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 12 Clifton Terrace Carlisle, P A (South Middleton Township) Townhouse residenee sold August 23, 1996, see copy of settlement sheet attached. $135,000.00 i! :1 " i' I f.\ .1 I 't ";-'""":'"'--'"""".F""'y:r~:):~ "...,;;_c;,.,,:.-C~C:._""'.( TOTAL (Alsa enteron line I, RecaplulalOO) $ (If more space Is needed, Insert addilional sheels orthe sa~El slzel., . ".., ." ,"_~";..J \ ;..~-.~~: 135,000,00 ..' '.".~'" AND UIUlAN VEV. ~J:rrr OMII tlO. :l50~ .OH.'J ----.,... . " TYrt 0' WAIl T. -----1' l. I J nlA ,. I 1 'lfIUA J. I I l,."cnv unl/l1.16. I'ILE tI1..lMm:H l.nAU "','Mlll:ll 6. HQWru"[)E ItIS l'~n: tI1.JHn[R . I J fA " I J Conv. 1"8 406:1')1.04 C, NOTEIThla for'" la furni.hed tn ql"'~ you" IIl4le"'f!nl 01 .1I:tu.11 .~lll~nl~llt CO!lUI. MUlJllt4 purl to "nd by thf! .~t l1 p/lIent "genl. I are ahown, Ite",. mArked -,rocl. 'oIllre pUd OUt81JIl the do.ing, th~y all" MhoWIl h~r.. ror lnf<Jll!l.1UO"al 11urpolle. And arll not included in the tot..h. . , 0'". 'jo, ('.J!406ab041 O. NAKIi: AND ADDRESS OF nORROWER c. NAHI AND ADDREOS 0' GELLER I', flAME AND ADLlREfH. at' LEUDER RONALD L. DROWNAWELL and ZOTATE 0' JEAN E, DLA91 "orlt NANCY L, DROWNAWELL 92) Alexander Spring ROdd Carlhla. PeM.ylvan1a 1101) a. PROPERTY LOCATION II. SE"l'Tl.f:MEIn' ADEKT 25-1696144 I. SETTLDtENT DATE 12 Clifton Terrace I'LClWER. NORCENnW.. PLOWER " LUrnSAY Carlisle. PA 1'701) AUgu8t n. 1996 CUmberland County. PA PLACKO' SE'I"fLD(EHT South Middleton Town.hip 11 Eaat High Street Carliet.. PeM.ylvania 17013 J. StM4ARY OF BORROWER' 9 T'RANSAcrION K. Sl.IMMAAY OP SELLER'S TRANSACTION I... ",... no I... ~ o' , , n"l. .::......,."'...... ~h.............W... . . ~ I... ;-;;;- 1.0< m- nAlri hv _c:::f!11.... In vo.no m. m . , ..... .. L b ... ,n, c...",,,,,,^ .....f!. '0 , "a;-:-" '0 I~h.';'--:~ ... ~ -;-.: Ir;-;;;;- . . "n n1.nl.97 .... ... ib--::-;t> 9.2 . 0 1. . , II. .. n.,,,.", .. ".",", " 8 ... ,n " 1"2, 412. 120. CROSS AMOUNT DUE FROM BORROWER 118.'11.67 fi20. CROSS AMOUNT DUE TO SELLER 115.105,4] I... ...n av na 'u ..I/AL. n. an".WE' <.. D"-'ONS 'N ou..= O'~ ~ aELL.. 1;;;;;- -;;-;.- --;;;:;;;.;- .no.... 5.' E -n~~tnJC..4........1 ~ . an 5.' ~;=S ~S..~ , " C::ub~."''' ...... <., a ak S b I~ Mt.. "0 DN'" M......"...a...e ...0.... I:n oc;.c;. 26 ,., H 01- sf'c:::nd "'o~a""" 1"',," '.', , ., I b das o . . 8 1;;;;;;- ,.. ~ m m- ".,natrl hv c::..ll.... ~ m . , , M 1 T b "awes '0 I ,.. anh~' ...._ ; 511 = -;-n- I~ .., ;;;:= I~ ,. . '0 OR.",", ." " ." ax " , , , .,. " I" . '" r;;;< .., r;;;-, .., 8, , ~19. 519. 220. TOTAL PAID BY/FOR BORROWER 3.1'76.82 520. TOTAL REOUcrlON AMOUNT DUE SELLER 69.803,81 100, CASH AT SETrLEMENT FROM!TO BORRO\tlER 600, CASH AT SETTLEMElrr TO/FROM SELLER 1101. Gross Amt Due from Borrower (line 120) 118.711,67 601. Gross Amount Due to Seller (line 4201 115.105.43 I Leas AII'It paid by/for l1ine Reductions Cue Seller ( 1102 , Borrower 2201 ( 3.n6.821 602, Less (line 5201 69.803.87) ;'101. CASII IXI FROM liTO BORROWER 115.514.115 601. CASII IX1 TO [ I FROM SELLER 65.101.56 i The A, SETTLEMENT STATEMEN~ under.lgned hereby acknowledge receipt of a completed ~,I2.o/Bn~t1-1A oft! RONALD L. BROWNA , -'11 BORROWERf.-71: NANCY L. BORROWER \ U.O. Dr.rMnU:UT or llOU51t,...-.. EIJJI qr copy of pages 1'2 of this SEl.LER SELLER IlUO-1 f).86! RESPA. lIB HO!... .-.. 'iI:TI1.nU:UT !in.TtHnrr I'Nn: "} -'''':'''~'' ..~~ .___>'..~'~:~. t . ";~~~!!~ .;t rJ:Nt CHARGES [&1 salr.ll/nrnk('r;1f ~0I'V'I1DMI0nd U;'Illo:,t on i'(~~C' 0;; ~'Y;.;~~ ~~ :~;:~'~~u~~:~'R;~~:O~" 10.10..' ."~' , "" 104. -c.~~,_., ._-=-_.......,.,.,'''"-v<6-~-''.'''~.~' Y ~~-=..~,..-.. -~~lli>-li--~-"-~- .i:^I:;-':~~~'--_. ~~~. .~.~ ::;;;~ -'-'-'-~'-- I'^W "fI.("~ !iEI.l.U~' ~ 1"1mr. ",. ~rTTLr.Ml:rrr 1l.1Q9-21.. ""- - l)~.CQQ 00 ,n , D.," , r.1"",..nf 100 -,~."S I Ion -;;:- ~I.' '" rr.dlt on '.ond..' -... on 11101 ~.... I, 0 ....-. I.n II.. 8U. 90Q. I.n tI Wlnl \ . I -:: ~ .n -. -:: -;;;- -;::;- 1.0 I.n. 905. nD\S REOUtR.ED BY l.EN1)ER TO DE PAID Ul ADVI\NCE . 'r~ 'n 0< m- 'nr . _00'" ,n ~. ;&um -f;;r ~ -:~a"" -;-... -;::;- I I 'd:;;;l d ... ~ lit D EO WI LEND ~ . -, ~r----;;k ~ .. ;;;:; r. ~h. . , n.... month !tl;;:-~~. . -. - ;;;'.-_.;. mo,;th.. .-. -;;;r--';;;;nt h mnnrh- . , l"'l;;........ . , - n..~n.." .n, ,"O' '";;> ~ . 10~ --;;;;;8m.."r8 """<, ,,',"' t008. ",;n ,'/\' ...... F e "1 - ....r-"'4...'.e..~..-c" "'" ~-;;;-a;;;<' ~o;; I '" ~I;;;;- "" m I;, rill? a u..anC- ;:..~. '" ;n -'0 -;;;- '" - ~. - rash ~.~ 2 on -= , 1108. T1tle ~.s ;-:--;;:::- v..--;-;;m n~l~herB' Insurance .. I '~:OSA.V I I -, I 975.00 to Flower~A~r~~nthaL_rJ~we~ ' Llnd~Y FLOWER d,.... --:h ;;. ~"f"I-ntlrr~rSl 1,1M . ~v,.;;;;;: ~ l~ nwn..r'C rnV.1"4f'l" t: 1'\1r, nnn.on .. .. ...- , U13. 20 ,,,,, o~';-;: ,-;;:::d. 1,?n2 ' 'f'JllX/r::.ral'l'..... 121'1'\ cra"f! '!"ax/Cr' ~..... ,2- 120S.~ ",;n~ 1'02 -;:;:-f'! \\"0'\ nV"r1"Ilnhr MAtt I:'..~ 1"04. "\QQ;!Q, C,.h.......'-.."X-R 111305. See Exhlb\t o( \ 1400. TOTAL SE'M'LEMEfrr CAARGES ,.,--.n TRANSFER -;::U-AAGE ,.,.-;:n 'M:r-;:-;:- n..d' . ~,nn Df!f!d t! 1 --"C.O-,- nn , ,r,o .00 .R,:'l..as"s "l: .MO-;;::;;;" r::. .H^r.....,.~.-(! l--H.~nl'l -;; tn ,.~ nf to .lAm.... n. F' n..If~". .,... ~S"'. -...... - oOb"-r" t"airnn . Tax Call. Addltl0nal Disbursements -'"00 ~no 1 211 1< 140 00 74. 'J? 1,606 . ~4 '},Sll .19 tEnter on LineS 103. Sectl0n J and 502, Sect~C~ ~l of thIS 2 page statement By sIgnIng p.ge , o[ thIs .tatement, the s,gnatorle. ackno.ledg. rec,'pt ot a comple,ed copy 01 p.g' 15/406296041 Certified to be a true copy \.1 R!:=.V.1!>l).t EX. (1,971 Il~J~'9~ ....WlbP COMMOtNIEALTlt OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY. HELD CORPORATION, PARTNERSHIP OR SOLE.PROPRIETORSHIP I""'. ESTATE OF Jean E. Blasi a/k/al Anna Jean Blasi FILE NUMBER 21-96-0460 Schedule C., or C.2 (including 311 supportIng mlormalton) must bo allacMd 10f each clo!llety.hcld corporaliOn'partnersh,p mleresl ollho decedonl, olher lhan a sole.propnotorsh'p See InsltucllOns lor the supporting tnlOfma!ion 10 tic submll1ed lor sole-prOprietorships ITEM NUMBER NUMBER 1. DESCRIPTION 15 units Carlyle Real Estate L,P. XV see attached VALUE AT DATE OF DEATH $475.95 TOTAL (Also enler on line 3, Recapitulation) $ 475.95 (It more spaco IS needed, mset1 additional sheols ollhe same Size) Ii d1.: CHICAGO PARTNERSHIP BOARD, INC. ,-." 10 Soulh Rin'f\idc rl.u.I. SWlt' llOil ChtC,lno,lllinoi\ (,Of.Oh.Jillll [,"".lil: in(of1'cpho,Hd.lO/l1 InlClnet: hllp/lwww.qIIJcwd.com SA!.E.1IDllEtImll: tIl11lllC I'f1C)AJ.:D 1I11l01 !;2.',271 11121112..111111 1".1\.UI1111.!-II;1 Your trader 181 Hark Hesterberg Customer Service Extenolonl 408 TR N, 06659-10 Transferor(s) I Jean E. Blaal (Dece.oed) Partnership: carlyle Real Estate L.P. XV Order Datol 04/10/91 Due Datel 04/30197 This Sale Agreement. together with the attached Standard Termu and Conditiona, the Diotribution Allocation Agr.eement, the Power of Attorney and Proxy Authorization. and the required Transfer Forma (collectively. the "Sale Documents") set forth the termo of your sale to Chicago Partnership Board, Inc., or its nominee, as the purchaser of your limited partnership interest, of certain rights to limited partnership interests ("Interests.) in the above-referenced partnership. By signing below you agree that you have reviewed and accepted these Sale Documents and that you are sclling the Interests on the terms and conditions specified in these Sale Documents. This is a limit order, which only may be executed at the conclusion (or ouboequent to the concluaion) of an auction. This Sale Agreement is subject to Distribution Allocation Agreement selection A. Partnership Namel Carlyle Real Estate L.P. XV Units of Int.f!r.."t. Price per Int.f!rflHlt 15.000000 $ l6.13000 Total 2tll:ll $ 550.95 $ 15.00 i' >, $ 415.95 LeSD General Partner1s Tranafer Fee Total Approximate Sale Price payable to Transferor (the Approximate -proceeds-) I ceased) ~ :W.W.\TURF. GUt.IlANTEED r..ECALLlOi~ G' F'" ',TEED !.~Fr ":0 ~;. .~.f' Place here ( lG ) A 0 ;) 0 0 .\ 58 RegiDtra~ion; sOCial :Se<:ul'l t.y:or',TClK.f ~~D,f"''': 183 -12 -199B Address: 5 South Hanover St., Carlisle, PA 17013 Phone Number I 717-243-5838 A...!f!'0;'IIEiJ!'lf.'.4iU111 Buyer I Inc., or its Nominee By, N^'IJ~rl'r IJIPltlh"lllIm I".. """"'1'" *' COMMONWf^lIH QFPENNSllV^,IIA INHERITANCE lAX REIURN RESIDENIDECEOEUl ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Jenn E, Blnsi n/k/n/ Anna Jean Dlusi FILE IlUMBER 21-96-0460 Includo!ho proceeds 01l,1I9.OOn and !he dale 1110 prOO!eds wero '''''Ned by tho ,,1.10 All property lolnlly.owned wllh the right of survivorship must be disclosed on Schedul. F. ITEM NUMBER ,. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. VALUE AT DATE OF DEATH DESCRIPTION Personal household furnishings situnte at 12 Clifton Terrace, Carlisle, PA. See Wayne Myers Auetion Service Appraisal attached. $2,754.00 330.00 Personal Jewelry. See Jim Bistline, Auetioneer Appraisal attached, PNC checking acct. # 50-8027-6476 Interest from date of death. See attached letter from PNC Bank $8,245.38 3.78 Distribution check, Carlyle Real Estate L.P. XV AAA Life Insurance refund ms refund - 1993 tax 375.00 3.06 809.45 Sale of miseellaneous household goods PNC - Escrow account refund PA, Dept. of Revenue - refund 1995 tax TV Cable of Carlisle - refund R WC Medieal - refund Sale of 1994 Saturn SL2 automobile Sale of craft items Sale of hot tub Addi tional sale of miscellaneous household goods 245.00 11.88 428.00 2.00 10.84 $11 ,000.00 25.00 650.00 215,55 TOTAL (Also enleron line 5, Recapitulalion) $ (If more space Is needed, Insert addlbonal sheels of Ihe same size) 24,108.94 ~ ,.... i I I , ~~ftr'cc'cc' .cc, ~'S'","4::P;'RW::;;'~_~U~~"---~' ~ !i~1.' -DDY'ai6eY' 6 ~~ ~~ II i (;~'- . Lef'ti icate I, the undersigned, do hereby certify that I have personally inspected the property appraised, that I have no present or contemplated future interest therein, that the fee received for this assignment is in no manner contingent upon the value reported, and that no important factors affecting the value of this property were knowlingly overlooked or withheld. The information contained in this report is not guaranteed; however, it has been gathered from sources we believe to be reliable. The appraiser certifies that to the best of his knowl- edge and belief, the statement, information, and r:naterials contained in the appraisal are correct as set forth. I certify that this report has been completed in conformity with recognized industry standards. The appraisal assignment was not based on a requested minimum valuation or specific valu- ation for approval of a loan. 0.~~~ Signed Firm Wayne Myers Auction Service Date June 6, 1996 _=. _"'::C:-~ --:-~~ '" r::- Livinq ~L1H!.11!l.Y' B29.!.!!' Haple Rocker Floor Ceiling Light Large TV Cabinet Sharpe Remote Color TV. 4 Yrs, Old Assortment Of pictures. All Walls Wash Stand. Repo, Knic-Knacs Throughout Four Wood TV Trays with stand Pair Hatching End Stands sofa/Sleeper. Upholstered. Fair Condition pair Brass stand Llght~ Brass Floor Light Upholstered Rocker. Wood Trim. Fair Condition Two Soft Wood Bookcases $40.00 Ea, Assortment Of !lardbOllnd Boolts !lalf-Moon Coffee Table Plate Collection. 17' $12.00 Ea. Wood Dining Table. 5 Chairs. Wood. One Extra Leaf Wood Corner stand Credenza ~ 30.00 12,00 125.00 50,00 35.00 130.00 05.00 15.00 100.00 65.00 35.00 35.00 25,00 80.00 50.00 35.00 204.00 135.00 25,00 30.00 $ 1301.00 Totn1 Kitchen: pic~.ure pot.s/p"n" Small Kitchen Appliances. Blender. Food Processor Electric Knife. Mr, Coffee. Etc. Assorted Dishes Toaster Oven Two Bamboo stands $5.00 Ea. $ 10.0n 30.00 30.00 15,00 B.OO 10,00 $ 103,00 Note: Rugs. Ilo~. Tub. curtains. Refrigerator, stove. Will. De Sold with The \lame And Are Not Appraised. 6' -" ._.._----~- Living Room/Dining Room Kitchen Front Door Entrance way Master Bedroom Bathroom Bedroom #2 Garage ,.... 1- 1301.00 103,00 155,00 410.00 30.00 605.00 150.00 Total $ 2754.00 "...." ~ . '" .~ " .. S'l'A'l'ENIDIT QI QUALIFICATIONS Wayne I.. ~Iyers - Auctioneer 1. Licensed Jlnd Bond~d Jluctioneer - State Of PennRylvania 2. C:radua te of IIJ1CC Jluct ion School, Ila rrisburg, Pa, 3. Operated a weekly consignment auction facility in Carlisle, Pa.. for 10 years, flold on-site auctions of estates. Appraisals are do~e on a reguarl basis. 4. College credit from IIJ1CC on Appraising. , . ~~tt~~ ; ~l.' , "" '1 ""...i'.'" ioj;:,,-; tf,'fl:!'{ t~:;~'i ;;:'),'.-i .~,' .",oJ ~~j.,t ;f~) 1~1 if~j X:;3.'1 i:>;.,"'.' ~~J '<j-_,"'~1 j.~(i ;~hj i~':\l .;';:1 ",'"-',, 111 ~~1 :~i:] (,F\! ?f~~ ~i'l' ,.!,;", }~i ~;:t {$~ ~~.1 r-, ~::i ,.,~;,'4 4'~"1 ?f..\ ~1 ""it yt':, "i{' ~"'Ij '~::l W: .,). 'i.J '};'::1 p;~~ ''''1 .",,- ;{j ":"1 kj ;:, '.:" k:l ',1 :';;:j :,:1 ~ill ;:;.J ""'1 i:- " "to .;~:; JEAN BLASE ESTATE AVON JAR ,50 CONTENTS CIRCLE PIN 1.00 SIL. DOL, PENDANT 1.50 CLIP EARRINGS 1,00 CUFFLINKS 1.00 2 GOLD FILL RINGS 4.00 @ KOREAN GOLD CHAIN 1.00 BUTTERFLY PIN 1,00 MEXICAN STERLING RING 2,00 JEWELRY BAG .50 CONTENTS TURQUOISE/SILVER NEa<LACE 10,00 TURQUOISE/SILVER BRACELET 7.00 TJRQUOISE/SILVER RING 10.00 TURQUOISE/SILVER EARRINGS 5.00 2 GOLD CHAIN (KOREA) 5.00@ NEa<LACE W/CROSS 5,00 BUCKLE 2,00 BASKET 2,00 CONTENTS PEARL NEa<LACE 4,00 4K GOLDFIL NECKLACE 10,00 9 BEADED NECKLACES 1.00@ SILVER BP.ACELET 1.00 TIGER PIN ,50 GOLD LINK BRACELET 2,00 BEAD BRACELET 1.00 TURQUOISE/BLUE BAG ,50 CONTENTS SMALL ZIPPERED POUCH CONTENTS 2,00 GOLD FILL RING WILG. STONE 5.00 14 K GOLD FILL RING 5,00 TAIWAN 14 K GOLD FILL RING (BLUE/WHITE STONE) 7,00 14K ORANGE BLOSSOM W/DIAl10ND 35,00 14K W/AMETHYST COLORED STONE 25,00 MA~IIFYING GLASS NECKLACE 7,00 ':WISTED WIRE (3 COLOR) EARRINGS 5,00 WHITE NECKLACE & BRACELET 5.00 GRAY BOX A.'1D CONTE/ITS 5,00 PLAIN BLACl< BOX AIm CONTENTS 10.00 LARGE BLACK BOX W/HUXl1!NGBIRD CONmlTS 11El~S WATCH 5,00 t:1-'.A!{.'1 BRACELET 45,00 t:'"'I - -'"",,, AEv.1S10 (X. ".8:'1 Co :~~ ,.,'-~~~."" ....'"t:~.- COMfoo\ONWI.AlTH 0' P!NNSYLVANIA INHERIfANCE fAX "TUAN RESIDENT DIC!DEtlT ESTATE O'F-- Jean E. Blasi a/k/a Anna Jean Blasi FILE NUMBER 21-96-0460 SCHEDULE G TRANSFERS PLEASE PRINT OR TYPE THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. ITEM DESCRIPTION OF PROPERTY I EXCLUSION TOTAL VALUE DECO, DOLLAR VALUE ~. OF DECEDENT'S NUMBER Includ. l'Iom. of 'hi Irons''''', Ih'tt "la/rol1lll;p 10 d",d,nt, dot. 01 trans/.r. OF ASSET INT. INTEREST L Jean E. Blasi's living trust by virtue of I Indenture of Trust made August 11, 1994 between Jean E. Blasi, widow, 85 settlor I and PNC Bank, N.h. as Trustee, See I Summary of Investments as of 05/31/96 100% attached. n/li $217,421.74 LESS one-half of mortgage to PNC Bank secured 1/2 by PNC Trust for Michael Blasi and 1/2 by PNC Trust for Jean E. 50% (-26.431.47) Blasi. See attached statement $52,862,85 2= $19C1,990.32 TOTAL (Aho .nter on line 7. RecapilulalionJ S 190,990.32 (If mot' spact is needed. ins.,t additional ,heels 01 10m. lizl.) , , /.,.,- ~. @ '"'\ '" .. ~n~DtT CTAT~HENT 1"*\ JUl td ' ,) 19> " ' oS 1'70, cP.q ,RROWERS NAME HICHAEL OLI\5I- - Mellon Mortgli~ij Co~ 17758110""...' Slr..t SUIt. 2300 D.nv.r. CO 80203.4302 (303) 837.2000 IIJPCRTY 3132 SfA,rT.RYL.5ND, HILTON H~I\D ISLAND SC Z?9Z0 JAN NUIISER 700??S711. IIIJN'rlI toY PA 'leM EN1' 59".00 illCINAL AMOUNT 5liOOO.00 I""\'~RE5T PAID TO OATC OS/Ol/% RINCIPAL DALANCE ~27r.O.l'" INTERE!;T RATE 11 . 15000 LOSINC DATI: 10/10/66 LOAN THI:: l:n!'l'fF:WTIOI~^L IRST I'AYME:NT DATE CO/o%O Tl::RII or LOAN HoO l::l<T PAYMENT DUE: 0?/01/96 A't'IJRI't''l DIITE 11/16 UIES DELINQUENT TillS YE,\R 'f- 30 DA'lS- 0 31-50 OA'l:!' 0 61- '10 DAYS- 0 n. O;\":.'~.. c HIES DELINQUENT LAST YEAR 7-30 DAYS- 0 31-60 DAYS- 0 51-gO C^Y5- 0 ? 1 . DAYS- 0 ~.~.~~. THORIZED SIGNATURE clln: 1 /I? Iff ICQIJESTINC COnPANY NAME ,#i-1' ~~h~ o.Da/~/FG 0:/"-<; J'(;:(. Jo- PNC DANK P. O. DOK 306-II~RCIIAN:CSDunc CAMP IIIL~, PA 17001-0306 O':'li .......",..,,,.. COMMONWEAlTH Of PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT A ".-... SCHEDULE H FUNERAL EXPENSES & ADMINiSTRATIVE COSTS ESTATE OF Jean E. Blasi a/k/a Anna Jean Dlasi FILE NUMBER 21-96-0460 Debts of decedent musl be reported on Schedule I. ITEM NUMBER A. 1. B. 1. 2. 3, 4, 5, 1. 2. 3. 4. DESCRIPTION FUNERAL EXPENSES: Hoffman - Roth Funeral Home (check No. 7) ADMINISTRATIVE COSTS: Per>onalRepll!senlalive's Comm~s~n! Jeffrey D, Albright Name of Personal Represenlalive (s) Social Securily Numbe~s)1 EIN Numbe' 01 Personal Represenlalive{s) 140-62-2050 SU"'Address 68 Morllan Road. Unity Cily Newport Slate NH z;" 03733 Yea~.) Commiss~n Paid: 2003 AltomeyF... Frey ot Ti\ey (Re\ated to Jean E, Blasls Trust) ) Frey.... Ti ey {Re ated to Estate Adm nistratton Family Exemption: (If decedenr. address is not lI1e same a. claimanr.. attach e'planation) Claimant SUeel Address Cily Relationship 01 CIa'manllo Decedent Slale Zi" ProbaleF... (8/7/96, check No, 20, reimburse for Frey & Tiley'for letters testamentary) ~~ Trust 1st and Final Acct. filing fee advanced by Frey & Tile Miseellaneous Expenses: )ljiroli*~iX~d{ Checks cleared after death - Personal PNC eheeking aceount No. 5050276746 Miscellaneous expenses (see attached Statement H-I) Net expenses from sale of real estate, 12 Clifton Terrace, except mortgage value at date of death. (See Statment H-2) Jean E, Blasi Trust (see Schedule "G") post-death expenses (see Statement H-3) AMOUNT $1,735.00 $7,383.40 $2,500.00 $8,133.40 $ 258.00 $ 367.00 $ 103.78 $5,806,20 $9,887.38 $7,586.41 TOTAL (AlsD enteron line 9, Recapitulation) $ 43,760,57 (If more spaco is neoded, inserl additional shoots orlho sarno sizo) No. 21-96-0460 Jean E. Blasi o/k/r -'\nno Jean Blasi Monday, November 24, 2003 Biasi Est Accting . Biasi Estate Checking Date 6/14/96 6/14/96 6/14/96 6/14/96 8/6/96 8/6/96 8/6/96 8/6/96 8/6/96 8/6/96 8/7/96 8/7/96 8/7/96 8/7/96 8/7/96 8/7/96 8/7/96 8/8/96 8/16/96 6/16/96 6/20/96 8/21/96 10/3/96 10/3/96 10/31/96 10/31/96 10/31/96 10/31/96 10/31/96 1/21/97 1/21/97 2/27/97 6/23/97 6/23/97 6/23/97 6/24/97 2/13/01 Page: 1 Transaction Detail Report 6/4/96 through 2/13/01 Num Payee Memo Category Clr Amount - Mise Expense .30.04 Mise Expense .409,31 Mise Expense .11.20 Mise Expense .39.35 Mise Expense .40.00 Mise Expense .64.94 Mise Expense .16.50 Mise Expense .409.31 Mise Expense .62.00 Mise Expense .20,74 Mise Expense .41.55 Mise Expense .83.60 Mise Expense .81,60 Mise Expense .407,74 Mise Expense .627.99 Mise Expense .8,67 Mise Expense .140.00 Mise Expense .105,00 Mise Expense .16.66 Mise Expense .25.22 Mise Expense .100.00 Mlsc Expense .9.93 Mlsc Expense .60.00 Mise Expense .127.28 Mlsc Expense .40.21 Mise Expense .9.42 Mise Expense .7.07 Mise Expense .30.75 Mise Expense .50.00 Mise Expense .7.07 Misc Expense .45,00 Mlsc Expense .35,00 Mise Expense .840,00 Misc Expense .784,00 Misc Expense .995,00 Misc Expense .12.os Mise Expense .10.00 .5.806,20. 1 MCllong distance service 2 PNC Mortgage, mortgage payment 3 Fidelity Investments, Visa card 4 P P & L Eleetnclly 6 Wayne Myers auction service 8 United of Pa. telephone 9 United of Pa, telephone 10 PNC Mortgage, mortgage payment 11 P P & L Eleetnclly 1 2 MCI LD. Ser 13 Browning Ferns, Inc. \lash selViee 15 S,M.T.M.A., waler and sewer selVlce 16 Donahue Assoc. SelV. Ine,Tn.County Amb. 17 Vllalink Phalmacy Services, Inc. 18 Leader Carlisle 372, Nursing Home 1 9 RD Kids account 21 Frey & Tiley lelmb July & Aug Stonehedge 22 Frey & Tiley reimb. 1995 IRS tax payment 23 United 01 Pa, final 24 TC Cable 01 Canlsle Iinal 1001 F. & T,relmb. Goodall Pools remv,hot tub 1002 MCI check pnntlng lee 1006 hey & Tiley, eli.60; Sentlnel.67,28 1007 BFI final 1008 Manoreare Heallh SelVlces accV 1009 MCI Teleeommlnucatlons.f1nal 1010 P P &L final 1012 Wildeman and Olroch, acet selVlces 1016 MCI 1017 Wildeman and Ohrock, eonsullatlon 1019 James BlsUine, appraisal 01 jewelry 1023 Pa. Dept of Revenue. 1996 taxes 1024 IRS.1996 tax 1025 Wildeman & Ohrock.preparatlon 01 taxes 1026 Frey & Tiley reimb. lor shipping jewelry PNC Bank Charge 101 Photocoplng Total 6/4/96 . 2/13/01 Totallnllows Total Outflows Net Tolal 0.00 .5,806,20 .5,806.20 Statement 11-1 (page 1 of 1) Tuesday, November 25, 2003 Jcan H. 81asi a/k/a Anna Jcan UlBsl Blasi Est Accling - Blasi Estate Checkil'--" .-' No. 21-96-0460 poge: 1 Transaction Detail Report 6/4196 through 2/13/01 Dote Num Payee Memo Cetegory Clr Amount 8/23/96 Co. & Twp R. E. taxes pro.ralion Real Est. Expense 85.11 8/23/96 Homeowners Assoc. pro.ralion Real Est. Expense 20.32 8/23/96 PNC Mortgage Corp. payoff Real Est. Expense -60,055.26 8/23/96 School tax pro-ralion Real Est. Expense -176.82 8/23/96 N.P, tee Real Est. Expense .2,00 8/23/96 really trl.-taxes Real Est. Expense -1.350.00 8/23/96 Pest inspeclion Real Est. Expense -30.00 8/23/96 Overnight mail tee Real Est. Expense -15.00 8/23/96 Water/Sewer pro-rallon Real Est. Expense -74.79 8/23/96 Jack Gaughen reallor's commission Real Est. Expense -8,100.00 Total 6/4/96 2/13/01 -69,696.44 Total Inflows Total Oulllows 105.43 -69,803.87 Net Total -69,698.44 Adjustment Net per report Less mortgage amount shown on Schedule I 69,698.44 - fi~,Rll nR Amount reported at Schedule H, Line C-3 9,887 .38 Statcmcnt 11-2 (pagc 1 oC 1) """" """' CUSTOMER ACCOUNT ACTIVITY STATEMENT DATE 09/17/97 PAGE 1 REQ BY JB5 JEAN E BLASI RR #2 BOX 143A NEWPORT NH 03773 LOAN NUMBER: 0091849234 ******************************************************************************* __________________________ CURRENT ACCOUNT INFORMATION ------------------------ DATE TOTAL PRINCIPAL LOAN CURRENT PAYMENT PAYMENT & INTEREST INTEREST PRINCIPAL ESCROW DUE AMOUNT PAYMENT RATE BALANCE BALANCE 09-01-96 409.31 0.00 7.25000 0.00 0.00 ******************************************************************************* PROCESS DATE . DUE DATE ACTIVITY FOR TRANSACTION CODE PERIOD 01/01/96 - 06/01/96 TRANSACTION DESCRIPTION EFFECTIVE DATE OF TRANSACTION ------------------------------------------------------------------------------- TRANSACTION PRIN. PAID/ ESCROW PAID/ ____________OTHER------------- AMOUNT BALANCE INTEREST BALANCE AMOUNT CODE/DESCRIPTION ------------------------------------------------------------------------------- 05-23-96 06-96 171 PAYMENT 409.31 47.66 361.65 59,811. 06 04-26-96 05-96 171 PAYMENT 409.31 47.38 361.93 59,858.72 03-29-96 04-96 171 PAYMENT 409.31 47.09 362.22 59,906.10 03-07-96 03-96 171 PAYMENT 409.31 46.81 362.50 59,953.19 01-17-96 02-96 170 INITIAL DEPOSIT 265.83 0.00 265.83 01-16-96 03-96 142 LOAN SETUP 0.00 60,000.00- 0.00 60,000.00 0.00 NEW PRINCIPAL/ESCROW BALANCES 0.00 NEW PRINCIPAL/ESCROW BALANCES 0.00 NEW PRINCIPAL/ESCROW BALANCES 0.00 NEW PRINCIPAL/ESCROW BALANCES 0.00 0.00 NEW PRINCIPAL/ESCROW BALANCES , ~ 'ii':- /' f'" ,".-;.,,:\ '.i ,t ~'.r.'ftM~';:.~i'hl-1-J,fl' ".i.~J.~!." ... . . I.AST WiLl. ANI> TESTAMENT OF .mAN E. III.ASI I, Jelln E, IlIl1sl, of South Middleton 'lilwnship, (12 Clifton Terrnce, Carlisle, PA 17013), Cumberlnnd County, Pennsylvllnin, being of sound and disposing mind, memory and understnnding, do hereby mnke, puhlish and declare this ns and for my Lnst Will nnd Testnment, hereby revoking :~nd making void nny nnd nll Wills nnd Codicils heretofore made. FIRST I direct the payment of my just debts and funeral expenses as soon after my death as may be convenient. 1 direct that all federal and Pennsylvania estate taxes, Pennsylvania inberitance taxes, and generation-skipping transfer tax payable as a result of my death. not limited to taxes aUributable to property passing under this Will, sball be paid by my Executor from my residuary estate, including any part of my residuary estate that otherwise qualifies for a deduction for federal estate tax pUl'\'oses, however, no federal or Pennsylvania estate tax, Pennsylvania inheritance tax, or generallon-skipping transfer tax shall be payable from or chargeable to any property that passes to my surviving spouse, whether under this Will or otherwise, and that qualifies for the federal estate tax marital deduction. I direct my Executor not to seek reimbursement for any tax so paid from any beneficiary under this Will, heir of mine, or other transferee of property included in my gross estate. SECOND ~ ~ I declare that I wn now the widow of Michael Blasi. I have two children: John R. Albright, a son residing at 239 Beach City road, Hilton Head Island, SC 299926, and Jeffrey D. Albright, a son residing at this time at6 Atkinson Street, Bellows Falls, VT 05101. THIRD I give and bequeath to my friend Hazel S. Davis of 907 Fruitland Ave., Bradenton, FL 34207 any and all jewlrey which I may own at the time of my death. ~~ FOURTH ~ All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the swne may be situate, I give, devise and bequeath, in equal shares (or as they may otherwise agree), per stirpes and not per capita, unto my two said sons, John R. Albright and Jeffrey D. Albright, provided that they survive me by ninety (90) days, but should either of them fnilto so survive me then the share such deceased child of mine would have received shall pass to such of his issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue the same shall lapse and be added to the other share. FIFTH If neither of my sons, nor any of their issue survive me by ninety (90) days, then all the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the swne may be situate, (hereinafter referred to as "my residuary estate") I give, devise and bequeath, in two shares, as follows: (a) One share. consisting of two-thirds (213) of my residuary estate, to my brother John L. Enders, of 630 North West St. Carlisle, Pennsylvania 17013, per stirpes and not per capita. Should my brother fail to survive me then his share shall pass to such of his issue as shall survive me per stirpes and not per capita. (b) The other share, consisting of one-third (113) of my residuary estate,to my friend Hazel S. Davis of 907 Fruitland Ave., Bradenton, FL 34207, provided that she survive my, but should she fail to survive me then her share shall lapse and be added to the share of my brother John L. Enders. . . .. SI XTII Any und 1111 pllymcnt or payments of uny sum or sums, whcther in cush or in kind und whclher for principul or income, pllyahle to IIny said child or childrcn, shall be mude upontllc solc receipt of the respective imlividuulto whOlllthe paymcnt is mllde, and frce frum anticipution, ulicnation, ussignment, allllchmenlllnd pledge, IInd free from control by the creditors of any such beneficillry. All sharcs of principal and income herein given shull he free from anticipution, assignment, pledge or obligations of any beneficiary, and shall not be suhjectto uny exccution or allllchmcnts. SEVENTH I hereby nominate, constitutc and appoint my said son Jeffrey D. Albright as Executor of this my Lust Will and Testament. In the cvent of the renunciution, death, resignation or inability to act for uny reason whatsoever of my said son Jeffrey D. Albright, I nominate, constitute und app'oint nephew-in-Iaw, John Karoly of Allentown, Pennsylvania, as Executor of this my Last Will and Testament. I further direct that no bond or other security shall be required of any Executor or Executrix appointed in this Will for the perfonnance of his, her or its duties in any jurisdiction in which he, she or it may be called upon to act. The tenns Executor or Executrix may be used interchangeably in this Will and shall refer to any Executor or Executrix appointed in this will. or any other Administrator appointed by a court of competent jurisdiction. EIGHTH In addition to, and not in limitation of. the powers conferred by law or by other provisions of this Will, my Executor shall have the following powers, each of which may be exercised from time to timc by my Executor in his sole discretion: (a) To retain in the fonn received. and to sell either at public or private sale, or to distribute in kind, any real or personal property. (b) To manage both real and personal property. (c) To invest and reinvest in all forms of property, notwithstanding the fact that any or all of the investments made are of a eharacter or size which but for this expressed authority would not be considered proper for an Executor. (d) To exercise any option or rights arising from the ownership of investments. (e) To compromise claims without court approval and without the consent of any beneficlllry . IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, written on two (2) pages (including notary page), this 8th day of August, 1994. ... (SEAL) Signed, sealed, published. and declared by Jean E. Blasi, the Testatrix above named, as and for her Last Will and Testament, in our presence, who, in her presence. at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~/ -c.../~ ~ s ,pJ TU" ~-L1 Robert G. Frey . ....... "--~-~_._..--_..__. ,. . . . TillS INllENTUlm ()II TIlUS'\'. nllllh: thiSI/~IIY of Augnst, 19,* hy allll he tween ,mAN E. nLASl, willow, of South MilllllelOn Township (12 Clifton Terrace, Carlisle, PA 17013). Cumberlanll COllnty,Pennsylvania (hercinafterwhether singular or pluml referred to as "SE'rI'LOll"), ANll I)NC nANK, N.A., 4242 Carlisle Pike. Cllmp llill. Cumberland County, Pennsylvanill 170 II (hereinafter referred to as "TRUSTEE"): WITNESSETH: WHEREAS, Selllorllesires to transfernnd deliver to the Trusteecerlain property and securities, bereinnfter described, for the purpose of creating a voluntary revocable Trust, and WHEREAS, the Trustee has agreed to accept the said properly and securities and any property and securities which may hereafter be assigned to it by Selllor or others and to hold the same and the proceeds and income thereof upon the Trust hereby created. NOW, THEREFORE, in consideration of the covenants herein contllined and the sum of One ($1.00) Dollar by the Trustee in hand paid to the Sell lor at and before the ensealing and delivery of these presents, the receipt whereof is hereby acknowledged, the Selllor has granted, conveyed, assigned. set over and delivered. and by these presents does grant, convey, assign. set over and deliver unto the Trustee, all the right, title and interest of the Selllor in and to the property and securities described in Schedule "A". which, signed by the Selllor. is attached hereto and made a part hereof. together with the appurtenances and all the estate and rights of the Selllor thereto. TO HAVE AND TO HOLD all and singular the above granted described property and securities unto the said Trustee and any property and securities which may hereafter be assigned, devised and bequeathed, IN TRUST, NEVERTHELESS, for the following purposes and uses. and subject to the terms, conditions, powers and agreements hereinafter set forth. t\,RTICLE I POWERS AND DUTIES OF TRUSTEE l'ect1on 1: The Trustee shall hold and manage the property and securities, together with such other, property as may be acquired. during the existence of the Trust. all of which said property will hereinafter be referred to as the "Trust Estate". upon the terms and conditions, and for the uses and purposes, and with the duties and powers. that is to say: To hold and manllge the said Trust Estate and every part thereof with full power to invest and reinvest the same in such IOllns, stocks, bonds, securities and real estate as shall be deemed by the Trustee to be suitable and proper for the investment of Trust funds and without being restricted to a class of investments which a Trustee is or may hereafter be permilled by law to mllke. In so doing, the Trustee is specifically authorized. in the Trustee's sole discretion and as the Trustee deems filling and proper, to retain, sell, mortgllge, partition, exchange or otherwise dispose of any or all of the property of the Trust Estate. both real and personal, including specifically the authorizlItion to retain. buy or sell IIny shares of the stock of the Trustee; to vote. exchange and otherwise cxercise all rights, privileges or options in any way pertaining to the stocks, bonds. securities and othcr assets at anytime belonging to the Trust Estate, cf ...... .~..... ..-. .... ........ ~_.. .. ~ .... ..-.. .. ",.. . ....- ...-. ......-..--......- - -".., I SCIIEDULI~ "A" PROPERTY AND SECURITIES TRANSFERRED BY JEAN E. BLASI TO PNC BANK, N.A. .. UNDER INDENTURE OF TRUST DATED AUGUST I ( ,1994 -..-. - ...-. .....-.--....- --... -----..---.-----..-- _._-.... _.-. r'io'tl'i TRUST DEPARTMENT wtlDlCE Il.W< HEE FOO JEAN BLASI TRUST UtA I AtCDUIIT 20 00 0994 09 ] HRS JEAN E BLASI 12 CLIFTON TERRACE CARLISLE PA 170)] 00995 .....--.------....-..- -...---.. _~~_.. .._.... 'h.__ ....___ ------. .'--... .._~ .. TRUST DEPARTMENT R,.to. or Au,,, JUNE 3D, 199... COft1ERCE BAIfI HEE Fill JEAN BLASI TRUST UtA mlU,3f '.10".'1 11,]11.52 30,000 u.aoa s,aaa rAGE 1 ACtDUNl 20 00 0994 D9 ] ~m, ml'l:m HAI.lY'C1lUE rml~ cuufN' HCDK VIE 0 CASIt j"yOH\ CAS~ a.DO 0.00 R HC rAl ASU 0.00 G.OO faTAL CASH O.OG 0.00 CASIt EQUIVALENTS MIIC CASH IQUIV-fXIL TEHP fUND PRINCIPAL '.IU.'I ',IU..I ." 0\.16 HISC CAIH IQUIY.IXHT 'AX flEE IR fO 7s 1.000 11,]11.52 11,]11.52 m Z.". faTAL CAIH IQUIYAllHT. 11,11'.43 11,116.43 61. 3.26 FIXED INCOHE SECURITICS HUHICI'AL 101 & Nfl NEW HA~~'!"1 "IGIlE! ED' . 101.ln 30,000.00 IlEAL . ll: Ill' 12."'..70 2,.US 7.12 NE~ IDA. I' 9'0 AGY a,s' cp u 101 I) 1O".J6O 1",5tS.SO 15.65".00 I.Z"S 7.tS ocl~'s~I~~ENI,YJI~' AU'H )Ol.OU .....57.1. 5.150.70 51a ',55 \ - ..-----,-----.--...--.----.-.---.--....--......-.- scnEnUU~ "A" PROPEUTY AND SECURITIES 'l'UANSFEURED BY JEAN E. m,ASI 1'0 PNC BANK. N.A. UNDER INDENTURE OF TRUST DATED AUGUST I ( I 1994 Vii" Of AI'tU tJH 10. 1 , rACE , c()tlERCE BAIl( !TEE FOO JEAN BLASI tRuSt UIA AWlUllT 10 00 0994 09 3 [0' JH'REl OR UIIII 1'''I''H\NI tIA..l!'O~LUE 'NHUlk CU'iEII' .R V LuE ""Mil. 1 os IA 1 IHCOK YI LD FIXED INCOHE SECURItIES MUNICIPAL 101 & NTI 25.000 VA Sl'n ~Uk'I'F~ 1I0USINO .. 2. u ". IS n.se. 25,ZZS,ao Zlt,.reson Z.D1l 8.Z' TOTAL HUMICIPAL IDS , NT' .,4,Z15.U lI,09l..S 5.'<<'0 7." CORPOlATe las , NT' IeD,OOo V, HYU~IHO ~EY ,y'H ".,aLE u..n ".6n.n u.n..tO 2.150 7.15 . J. Z au I lOft TOTAL 'SliD INCOKt SlCURITIlS 113,119.29 "fI,IIl.IS .,190 7.&2 H\ltUAL FUtIlS MUTUAL FUNDS-TAX"ILl S.UI,UU IM1 10HO FD Of AHERICA 11.120 n.on.50 l'I.U3,U 5.056 6.16 MUTUAL FUNDS-HON TAX UIt,aB CD}3:tAL 'AX EJEHPT HUTUAL n.o\O 5,H".15 5.511.28 1n ,.09 ns HuvtEH HUNICIPAl ~T OPPORl 15.250 fe,US.DO Ie,9S6,ZS 101 1.n F ND totAL MU1UAL FUHDS-HOH TAl 10..19.35 10."l3.53 ... ...l totAL MutUAL FUHDS 19.101.15 15,30..10 5,lS5 ".lS HIscELLANEOUS ASSEtS 'A.THUSHl'S 'so SU""II ['E~E"E~ \aYIIV ~.olo.oo LI" 1 0 A.TN 51 \Z.UO 5,000.00 0 0.00 . Revll" or 'lie" JUH 3D. 1 Ie rAGE 1 clJ9\ERcE BAN( llEE FOO JEAN BLASI tRUSt UI, ACcOUHT 10 00 0994 09 3 SHARU OR "I UNII IIlVp'"'Nl IO"~ 'NIIUlk CU'i'"' PAR v.uu( HUI( I CDS US 1 HARI( I v lUE lNCDH VI LD "ISCELL,NEOUS ASSEtS REAL (SIUl .SO J'H" ~I~V cy. "j DOGLED D' UNI .1- HE l HU 19,US.OO n.125.00 D 0.00 .so lIlE S~A OK 'CRI ICVAl SOUND HIL ON tlEAD C 19.500.00 1'.500.00 0 0.00 tOTAL RIAL lstAtl 1D1.U5.00 loa,US.DO 0 0.00 totAL MISCELLAHEOUS ASSltS U:S,US.DO Ul,..95.00 D 0.00 L1AllILIllES \.IAluttllS 19.U~.feD J'"~i Clly.,ot ~DOLED D" FPHANCO _...ns.feD _n,ns.feD 0 0.00 26.S".9O 'H' .\' DN '%'I .DYAl SDUIIG Hll OK HEA C _2',)91.90 .26,S91.tD 0 0.00 IotA\. LIAI1LltllS _lo5,525.3O _45,515.30 0 0.00 tOTAL L1AS1LltllS _45.5U.30 _45,515.30 0 0.00 GRAHD TotaL nz,l91.Zl 219.410.'- 1512]] 5.2. cf -- COMMOfM'(Al1ti 01 "lftfjSHV^,~IA OlPAA',,",H~l 0' nlVl~UI OUnlAU Of l~iOIVIDuAL 'AlliS OlPT :80601 UAnflISOUIlG, PA 111:8 (JOOl III V 1 Hi:? I XII 1 901 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND EST A TE TAX OFFICIAL RECEIPT NO, CD 003331 TILEY STEPHEN 0 ESQUIRE 5 S HANOVER STREET CARLISLE, PA 17013 ACN ASSESSMENT CONTROL NUMBER AMOUNT ,"n._. fold 101 $15,340.63 ESTATE INFORMATION: SSN; 183.12.1998 FILE NUMBER: 2196-0460 DECEDENT NAME: BLASI JEAN E DATE OF PAYMENT: 12/12/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/31/1996 TOTAL AMOUNT PAID: $15,340.63 REMARKS: JEFFREY D ALBRIGHT C/O STEPHEN D TILEY ESQUIRE CHECK# 1031 SEAL iNITIALS: DO RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAMES INltl:RlfANC[ 'AX DIVISION OCPI. lBObOt HARRISBURC, PA 1111S-0&01 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITAHCE TAM APPRAISEHENT, AllOWANCE OR DISAllOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAM '{J!\ \'UJ \3 "3::0 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-16-2004 BLASI 05-31-1996 21 96-0460 CUMBERLAND 101 Anount RenHt.d STEPHEN D TI LEY FREY & TILEY 5 S HANOVER ST CARLISLE , .., '.1,11', PA 17013 . / ",.1\4111."111.111 ANNA J MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE"v:is4"i"EiCAj:p--foFii3T"NCi'ficEuciF-YtiHERiTANCE-TAiriiPPRA"iSEHENT-;-ALi:ciwAN-CE-iili--------------m DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BLASI ANNA J FILE NO, 21 96-0460 ACN 101 DATE 02-16-2004 TAM RETURN WAS: (X I ACCEPTED AS FILED ( I CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Est.t. (Schedule A) 2. Stocks and Bonds (Schedule BJ 3_ Closely Held stock/Partnership Int.rest (Schedule C) 4. Hartg.ges/Notes Receivable (Schedule OJ 5. CashlBank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule f) 7_ Transfars (Schedule OJ 8. Total Assets III (21 (31 141 151 161 171 135,000.00 .00 475.95 .00 24 .108.94 .00 190,990.32 (81 HOTE: To insure proper credit to your account, submit the upper portion of this forM with your tax paYMent. 350,575.21 APPROVED DEDUCTIONS AND EXEMPTIONS: 43,760.57 9. Funeral Expenses/AdM. Costs/Misc. Expenses (Schedule HI (91 10. Dobh/Hortgogo l1obiUU../l1ons ISchodule II 1101 59 .811. 06 11. TotoI Doductions 1111 12. Net Value of Tax Return 112) 13. Charitable/Governnental aequests; Non-elected 9113 Trusts (Schedule JI 1131 14. Not Voluo of Estoto Subjoct to To. 1141 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and reflect figures that include the total of ahh returns assessed to date, ASSESSMENT OF TAX: 15. AMount of Line 14 at Spousal rate 16. AMount of Line 14 taxable at Lineal/Class A rate 17. Anount of Line 14 .t Sibling rat. 18. Anount of Line 14 taxable at Collateral/Class a rat. 19. Principal Tax Due 1151 .00 M 00 = .00 1161 247,003.58 M 06 = 14,820.21 1171 .00 M 00 = .00 1181 .00 M 15 = .00 1191= 14,820.21 AHOUNT PAlO 4,450.00 15,340.63 DATE 08-23-1996 12-12-2003 NUHBER AA146651 CD003331 INTEREST/PEN PAID 1-) 234.21 5,203.70- (, ~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN, TOTAL DUE 1 n:L~71 63 247,003.58 .00 247,003.58 19 will 14,821.14 .93CR .00 .93CR , IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS lESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I fSJ~ RESERYATIONI Estat.. of d.ced.nts dvln~ an or be for. O.c..ber 12, 1952 -~ If any rutur' Interest In the e.tate Is tran.rerr.d In po...sslon or .nJoy..nt to Class B Icollaternll ben.rlclarl.s of the decedent arter the e~plratlon of any estate for llfa or for y.ar., the Co..anwe.lth h.reby e~presslY r.serves the rl~ht to appraise and asse~. transrer Inheritance Ta~.' at thl lawful Class B Ccollateral) rate on any such future Interest. PURPOSE Of NOTICE: PAYHENTI REFUND (CR)I OBJECTIONS: AD"IN- ISTRATlVE CORRECTIONSI DISCOUHT: PENALT't: INTEREST: To fulfill the r.qulr..ents of Section 2140 or the Inherlt.ne. and Estate Tax Act, Act Z3 of ZOOO. C7Z P.S. Section 9140 l. O.tach the top portion of thl. Hotlce and .ub.lt with your pay.ent to the Re~l.ter of Will. printed an the revers. sid.. --Mak. chick or .oney order payable tOI REGISTER OF MILLS, AGENT A rerund of a tax credit, which was not t.qu.st.d on the Tax Return, .ay be tequest.d by cOlpletlng an "APplication far R.fund of P.nnsylvanla Inharltance and Estat. Tax" IREY-1313). Application. are available .t the Office of the Regl.ter of Will., any of the Z3 Ravenu. District Offices, or by calling the special Z4-hour an.w.rlng sarvlce for fora. orderlngl 1-500-36Z-Z050J servlca. for ta~payers with .p.clal h.arlng and I or speaking n.edsl 1-500-447-30Z0 ctt only). Anv party In Inter.st not satl.rled with the appralse.ant, allowanc', or disallowance of deductions, or asse....nt of tax (Including discount or Interl.t) as ~own on this Notice .ust object within sixty (60) days of recalpt of this Notlca by: --written protest to the PA aepart..nt of Revenue, Board of Appeals, Dept. ZI!li10Zl, ttarrhburg, PA --al.etlon to have the .atter deteralned at audit of the account of the per.onal repr..entatlvl, --app..l to the Orphans' Court. 11125-1021, OR OR Factual errors discovered an this a..e....nt should b. addre..ed In writing tal PA aepart..nt of Rev.nue, Bur.au of Individual taMes, ATTN: po.t As......nt Revlaw Unit, Dept. Z50601, Harrisburg, PA 171Z5-0601 Phon. (717) 187-6505. S.. page S of the booklet "Instruction. far Inheritance TaM Return for a Re.ld.nt O.c.dent" (REY-lSOl) for an e~planatlon of ad.lnlstratlvelv correctabl. ertors. If any tax due I. paid within thr.e C31 calendar .onths after the decedent's death, a five p.rc.nt 15%) dl.count af tho tax paid Is 1I110w.d. The ISZ tax a.ne.tv non~partlclpatlon penalty Is co.put.d on the total of th. tax and Inter.st a..es.ad, and not paid before January 18, 1996, tha first da't aftar thl end of the t8M aennty period. This non-participation penlllty Is IIppealabla In tho slIe. eanner and In the the sa.e tl.e parlod a. 'tau would IIpp.al the ta~ and Int.r.st that has bun assnsed as Indlcatad on this notice. Intere.t I. charged beginning with flr.t day of d.llnquency, or nine C91 .onths and ana Cl) day fro. the date of death, to the data of pay.ent. TaM" which boca.e d.llnquent b.for. January 1, 198Z bear Intere.t at the rate of sl~ C6Z) p.rc.nt per annu. calculated at a dally rate of .0001&4. All taMes which beca.. dellnqu.nt on and after January 1, 1982 will bear Interast at a rat. which will vary froe calendar y.ar to calendar yellr with that rate announced by the PA Dapart..nt of R.venue. The applicable Interest rate. ror 198Z through Z003 ar.r Int.rnt Oalh Intere.t DDlIy Inter..t ~~ 'tonr ~~ !!!r ~ ~ Dally ~ 198Z Zn .OOD5"a 1981 91- .000Z41 1999 n .OOO19Z 1983 lOX .oooua 1988-19'11 llX .00alOI ZOOO .X .000Z19 1954 \IX .000301 199Z 9X .000Z41 ZOOl 9X .000Z41 1985 13X .000356 19'13.19'14 71. .000192 ZOOZ OX .000164 1986 lOX .000Z74 1995.1998 9X .000Z47 ZOD3 OX .000131 -.tnternt Is calculated a. rollowS! INTEREST = BALANCE OF TAX UNPAID X NUftBER or DAYS OELINQUENT X DAILY INTEREST FACTOR ..Any Notlc. Is.u.d aft.r the taM b.co.e. delinquent will r.rl.ct an Int.rest cnlculatlon to fifteen (151 days beyond tho data of the a,...s.ent. If payeent I. .ade artar tho Intere.t coeputatlon data shown on the Hot Ice, additional Int.r..t .ust be calculat.d. ~~4 ir.... Cumberlilnd County - Register Of ~lil1s Hanover and High Street Carlisle. PA 17013 Phone: (717) 2'10-6345 RE: Estate of BLASI JEAN E File Number: 1996-00460 t;oi tA/~ 1)1 \,9.L .~~'( . ~~~~\01- 1/ ~~ \~ 'Dr O~h1/ l( ~~'\~ Date: 4/11/2002 TILEY STEPHEIJ D 5 S HANOVER STREET CARLISLE. PA 17013 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 5/31/2002 Your prompt attention to this matter will be appreciated. Thank You. Sincerely. . p ot ~loJ.- 'I~e,~w~~,fJPV~ MARY C. LEWIS ~~. REGISTER OF WILLS cc: File Personal Representative(s) ~ Judge ~ ~{/~ Cumberland County - Register Of One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/15/2005 TILEY STEPHEN D 5 S HANOVER STREET CARLISLE, PA 17013 RE: Estate of BLASI JEAN E File Number: 1996-00460 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO, 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration, This filing is due by: 5/31/2005 Your prompt attention to this matter will be appreciated, Thank You, Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge v1f . Complete ItemS 1. 2. and 3. Also complete Item 4 If Restricted DellvOl'/ I. de.lre<!. . Print your name and eddres' on the reve"'" 80 thet we can return the card to you. . Attech thl. card to the beck 01 the mailplece, or on the front If .pace permits. 1. A/1Ic1eA<JdmSOdto: C :' r' i f"; I 1\ L USE to'oStllQ8 S, II\'~'" rT1 CJ CJ o nntum neceiOl Fee lEndOfI,emont ReQUlTodl Rcmrlctod OelrvOfy Fno (EndoBOment Requ>fod) eer1Jf\OdFeo """"'"'" ..... TI LEY STEPHEN D 5 S HANOVER STREET CARLISLE PA 17013 CJ irtlod'MaIl 0 Express M~I ~ o Aegl.te<ed 0 Aef"," AoceIpl lot"'- :r o In.u<od "'.11 0 c.O,O. g 4, Aost!lclod DoIIveIiI (EJlIID foo' 0 VaS I" Total Po5lAgo & fO(tS S o \. ~=:~~~::::::::::~~t:::::::::::::::::::::::::::::::::::::::::::. 7004 2510 0003 t0259s-G2.M ()ome5tlc Return Rocelpt !' . " . , i l ) " , . I ". 1;',- I .. , -.-" -~............- t.. 1"'(\ .T ...,:. .' , -:~ ~.---_.._-"~..llI. Certllled Mall Provides: . A moiling receipt . A unlquo 6dont.fior lor your mailpioCe . . A record of dolivery kopt by tho Postal Sel'Vico fOf two ye;u5 Iml?!3"anl Remind''': . Certified Mail may ONl V bo combinod with Flrst.Class Ma11tt or Pllonty 'I . Certified MaU Is notovailablo 101 any c1as' ollnlornatlonal m,ld. . NO INSURANCE COVERAGE IS PROVIOliD WIth Certlllod Mall valuables. please conSidor Insurod or Reglstored Mail. . For an additional foo. a Return Recelpl may be requostod IOJ'fOVido prO( delivery. To obIal" Aolurn RCCClpISCMCO. praaso comploto an lInach 8 AA Aoceip1 (PS Form 3811) 10 tho artICle and add applic..lb1o postage 10 cover fee. Endorse mailpioCe -Rotum Receipt ROQuOSlod". To fOCOIVO a 100 W81VOl 8 duplicate rolum receipt a USPs. poslmork on your Cotllfled Mall fUcc11 requited. . For an additionsl 108. dolivory may be rostrlcled 10 tho addrosSOi addressee', authorized agent. Advise lhe clerlo, or mmk tho mwlpmco WItt' endonement -RlIS,ncted7JeilvelY.. . It 8 postmark on the Cortlllod Mail receipt is desirod. pleaso plcsflnllho cle 81 tho post offIce fat postmarking If a postmark on tho Cerlthed receiplls not needed. delach and afffllabel WIth pQ!!.lagn and m.llt IMPORTANT: Save this re,elpl and prelenlll when making an Inqul Inlernet access 10 delivery Inlormatlon IS nol available on mail add,elled to APOs and FPOs. (iKli)".,UJ Z()l}l ounr.OOQC WIO! . \ . ...-. .... -.. UNITED STATES POSTAL SERVICE First.Cla.s Mall Postage & Fees Paid USPS Permit No. G.l0 . Sender: Please print your name, address, and ZIP+4 In this box. eL, i,1. OFTItFOl<f'fIANS'COURT .- ~ ,'vI ~I[fl'lgc (ICl:IlS~ Department CIlt11~erland Counly (",.,urthous<, (Jne Courthouse Square C=!i~I,\ Ph. !70P c.. 1996-00460 f. . , ,... ;-, " I' ~ r i . I ~. ). '. !, " . ' '" .f .. ~. . " """ f ~, . , . f ., ---& -......,.."".. -:.; ~--'~-"'~A. _- .,:. . , ", . Complete Itoms 1, 2, and 3. Also completa itom 4 If Restricted DollvOlY Is desired. . Print your name and address on the reveOl8 00 that we can return the card to you. . .Attach this card to the back of the mailploce, or on tho front If space pennits. 1. At1IcleAddrossedto: {'} \::Fi (' i ~~, ", 1\ L USE Postage S. t:I ~Iflad ~all CI Express Moll ~ [:J Registered Cl Return Roteipl for MetCh:tndl& :r Cllnsured Mall CI C,Q,Q, :5 4. Restrlctad Deliv<lty? /Ertra Foo) CI Vos I'- m t:I t:I c:J notum nO<<llpC Foo (Endortomonl ROQUlrod) J1Dstncted Dolivttry Fee (Erdor1oment RoQuofed) -'" .... JEFFREY D ALBRIGHT RR :;: BOX 1341\ NEWPORT NH 03773 Cetllflod Foo 2. MJc:1o Number (/lwIsfer 110m _Iobol) PS Fonn 3811, February 2004 7004 2510 0003 1244 6955 Total P05lolJQ & roo. S ".....~.".....: ~ ./.b.t:t.tjlJt.............................................. i:ltmol,"P'.No..'.f 01 PO no. No. c,j).:.siaht:Zipt4....................................................................... Oomostlc Return Rocoipt 1025!J5{)2.M.1S-. t' . , . .' ~;-. r J - --, ---.~ , -:...-"_-'.----- ~-..--"'.JlcI.~ ~'-'T .,:. . -. .' UNITED STATES POSTAL SERVICE 111111 Flrst,Clas. Mall Poslag. & F..s Paid' USPS P.rmll No. G.l0 Certllled Mall Provides: . A mOiling receipt . A unique Identlflor 10f your mailpiaco . . A record ot delivory kopl by tho Postal Sorvico lor two yeAlS Im~t1an' Remind"'.: . Cortlfiod Mail may ONLY bo combined wllh Fusl.C1as!i MJtl't 01 Pllor,tv M,lIl . Cortified Maills not 8vnilablo 101 any c1.1SS 01 international mall . NO INSURANCE COVERAGE IS PROVIDE-D with Oortlll(.'(l Mall Fe valuables, ploase consldor Insured or Registered Mail. . For an additIOnal foe. a Return necelplmay be requested 10 pfovuJO prooll. delivory. To obtain Relurn RocClpt servlCO, please completo and ol1i1ch a ReM Roceipl (PS Form 3811) to tho ar1lClo and add apphcnblo poSIDUU 10 covur th foo. Endorso mailpieCO .Rolutn Aoenipl ROQuostod". 10 rocorvo a lot! walVOf 16 8 duplicato relum rOCelpl. a USPs. postmark all your Cr.t1III{l(j Mall receIpt I requIred. . For an addilional 180. delivery mav be reslncted 10 tho addlossoe ( addressee's authorized agenl, Advise Iho c1e.k Of mark tho milllplUC~ With tt! endorsemenl oResr'lCtt>c1lJClweryo. . It a postmark on lho Cortllied M811 roCOlpl is dOSlred, plollso prusonllhu nt1 cle at the post offIce lor postmarking II a postmar}.; on Ihe Ccrhhod Ma recoipl is nol needed. detach and allillabol......lh po!",taqo ilnd "Mil IMPORTANT: Save this recelplsnd presanlll wh.n making an Inquiry, Intern.t access 10 d.llvery Inlo,mallon Is nol avallahle on mall eddre...d I. APOs and FPO.. laSJ.;J~..tJ' l'00l auor.nom; uuOj~.. , , . Sender:,Please print your name, address, and ZIP+4 in this box' CLfHK OF TIlE ORPHANS' COURT . 7\'larri1gc 'Llcens" Departmem ('.'lllhcrJand County ('Ourtholl~e One '1,urthousl: Square '> C:;!i~~,?A r.,C!~ o l'.l~ 1,..111...1\1.,1..,11.,1\",1\.,,11,..1,1,11111.1,,111..1.11,1 ....,-". .,-.-.-- ,'., .. f' . ,. ~ a. ,j .. L" , . tt . . ,j " '. ; ..-, . ,. , " c; .,~ 'f,_. ... ~ ---. --- ~....,.,..- . -:~'~._.-'"7----..:.1llI. t. _ L. .. , . .' r I )- I .. Estate of BLASI JEAN E Late of SOU'l'1I MIDDLETON TOWNSIIIP Estate No.: 21-96-00460 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Date: 6/10/2005 JEFFREY D ALBRIGHT RR 2 BOX 134A NEWPORT NH 03773 NO.: 21-96-00460 \,\,~ NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST '1'0 CONDUCT A HEARING PURSUANT '1'0 RULE 6.12, SUPREME COURT ORPIn\NS' COURT RULE Personal Representative: JEFFREY D ALBRIGHT Personal Representative Counsel: TILEY STEPHEN D Date of Decedent's Death: 5/31/1996 Date of Delinquency Notice: 5/31/2005 The undersigned, Glenda Farner Strasbaugh, Clerk of Orhans' Court, in accordance with rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor their counsel, have filed with the Register of Wills or Clerk of Orphans' Court, his/her Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule, and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orhans' Court Rules, was given by the Clerk of Orphans' Court on 4/07/2005 and that the ten (10) day notice to file the status report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or their counsel. cc: File Personal Representative Counsel .~~~tMJ.#~ Glenda Farner Strasbaugh Clerk of Orhans' Court A hearing is scheduled for July 08, 2005 at 9:30 AM in Courtroom No. 03. If the Status Report is filed prior to the hearing date, the hearing will automatically be cancelled. /n ~ "1, ;' /, /I/Ifl. ~/',,\ / : ! J .., Ir ~ . ." i 'I ,/ fl I George [t: 'Hoff~r, P.J.; J '. (i" . . . . . . Register of Wills of Cumberland County ST A TIJS REPORT UNDER RULE 6.12 Name ofDecedenl: #"..d ..::= /;/,,i;J:, ; DateofDeath: )4.' "7'- /'/~~ .J;/3(r/9ro Estate No.: /99;' - ['/')l6.'J Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the fol1o~ with respect to completion of the administration of the above-captioned estate: . 1. State whether administration of the estate is complete: Yes 0 No IlV 2. If the answer is No, state when the personal representative reasonably believes that the administrationwil1be complete: J},...." j.., j'/J ;'_:C 5- 3. If the answer to No, 1 is Yes, state thefollowing: a. Did the personal repres:ntative file a fina1 account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state n.'1 account informilly to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases,joinders and approval offorma1 or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: ~u.llr .-;).l,.;<(JJ.:'- V i~.: /; ---7,..-;', ~(.:J;/l- "",' ,11..--" / )' Signature -sJLr' /' ,t~y .Z), T t1'</ Name / / 1- j;" )(i,' ",j..,.A',':tf{ 5/.-.1"'Y/ Address / ",,;e /. '7 k; J".I/' / 7/-" J 7/ 7 ...!~/..;' -,-5')' 'i,' Telephone No. Capacity: 0 ~sonal Representative gC~unsel for personal representati\'e ; FIRST AND 111NAL ACCOUNT OF .JEFFREY D, ALIIRIGIlT, EXECUTOR OF TilE LAST WILL AND TESTAMENT OF JEAN E, BLAS!,l.A TE OF SOUTH MIDDLETON TOWNSIIIP, CUMBERI,AND COUNTY, I'ENNA" I>I~CEASI\I) ,;)./- % '.(}'1CJ{) DATE OF DEA TIl: LETIEltS TEST AMENT AR Y ADVERTISED: 31-May-96 CUMBERLAND LAW JOURNAL August 16, 23 & 30,1996 THE SENTINEL Sept. 6, 13 & 20, 199~ ,.., ,., , ' (:1 f... , : -.. PRINCIPAL RECEIVED. PERSONAL PROPERTY I...." 1'-' -4 Accountant charges himself with the following principal amounts received: ;-::; 21,9i\.16 (~, -J See "Principal- Personal Property" Ledger (Exhibit "A") May 31, 1996: Jewlrey of Deeedant 330.00 PRINCIPAL RECEIVED - REAL ESTATE Accountant charges himself with the following principal amounts received: 135,000.00 May 31.1996: Residence of Decedent (Gross Sale Price) 12 Clifton Terrace. Carlisle. Pennsylvania INCOME RECEIVED - PERSONAL PROPERTY Accountant charges himself with the following income amounts received: 2.318.81 See "Receipt of Interest" Ledger (Exhibit "B") 159,569,97 GROSS ESTATE: DISBURSEMENTS Accoutant claims credit for the following amounts paid: (107.325.50) See Disbursements Ledger (Exhibit "C") BALANCE A V AILABLE FOR DISTRIBUTION NET ESTATE: 52,244,47 First & Final Account and Proposed Schedule of Distribution - Estate of Jean E. Blasi n ...',., . i ~;-?l , .1 l l~"l ,.-{l ,C) "., -" '!l . (-) 'j";l .,'-") .-~ t Page I -;;( , -, I'ROI'OSlm SCHEDULE 010' DISTRIBUTION Bulunce A vuiluble for Distribulion: I) 52.244.47 . , , Huze/ S, Duvis 907 Fruitlund Ave. Brndenton, FL 34207 In Kind Distribution of All Jewelry _ June 24, 1997 Pursuuntto Purngrnph Third of the Lust Will und Testument: 330.00 . .J 2} John R. Albright 127 CllI'/ton Delund, Floridu 32720 50% of the Residuury Pursuuntto Purngrnph Founh of Will: PllJ'tiul Distribution August 23. 1996 Puniul Distribution November 5,1996 PllJ'tiul Distribution Muy 16, 1997 Distribution Upon Confirmution of Account 10,000.00 5,000.00 6,000.00 4,957.24 25.957.24 3} Jeffrey D. Albright 68 Morgun Roud, Unity Newpon, New Humpshire 03733 50% of the Residuury Pursuuntto Parngrnph Founh of Will: PllJ'tiul Distribution August 23, 1996 Puniul Distribution November 5, 1996 Puniu/ Distribution Muy 16, 1997 Distribution Upon Confirmution of Account 10,000.00 5,000.00 6,000.00 4,957.23 25,957.23 TOTAL DISTRIBUTIONS: 52.244.47 First & Finu/ Account und Proposed Schedule of Distribution _ Estute of Jeun E. Blusi Puge 2 STATE OF NEW HAMPSHIRE COUNTY OF .>Juuvtt/~ : SS.: Before me, the undersigned officer, personally appeared Jeffrey D. Albright Executor of the Last Will and Testament of Jean E. Blasi, Deceased, who, being duly sworn according to law, desposes and says that the foregoing First and Final Account and Proposed Schedule of Distribution are trUe and correct to the best of his knowledge. information and belief. .' Je Sworn to and subscribed before me third-.C,,'day of (}<1Jt I ;) 00 !>- ~C~ tJdJ/.y~ .f First & Final Account and Proposed Schedule of Distribution - Estate of Jean E. Blasi Page 3 pago: 1 Friday, July 8, 2005 Biasi Esl AcC1lng 7/8105 . Biasi Eslalo Chocking INCOME RECEIVED . PERSONAL PROPERTY 6/4/96 Ihrough 7/8/05 Date Num Payee Memo Calegory Clr Amount - Incoma/Expenses Income Receiol of Inleresl 6/24/96 Inleresl, PNC personal checking accounl Recelpl ollnleresl 4.69 6/25/96 Inleresl, PNC eslele Now Accounl Receipt ollnlerest 7.96 7/25/96 Inlerest, PNC estale Now Accounl Recelpl 01 Interest 10,85 8/27/96 Interest on estale Now Accounl Receipl ollnteresl 13.27 9/25/96 Interest on Now Account Recelpl ollnlerest 64.69 10/26/96 Inlerest on Now Accounl Receipt of Interest 70.10 11/22/96 Inlerest on Now Account Receipt 01 Interest 64.46 11/26/96 Interest on Now Account Receipt ollnlerest 64.54 1/26/97 Interesl on Now Account Receipt 01 Interest 66.96 2/25/97 Inlerest on Now Accounl Receipt ollnleresl 56.59 3/25/97 Inlerest on Now Account Receipt 01 Interest 60.71 4/24/97 Interest on Now Account Receipt ollnleresl 60.75 5/27/97 Inlerest on Now Accounl Receipt of Inlerest 68.96 6/25/97 Inlerest on Now Accounl Receipt of Interest 47.59 7/28/97 Interest on estale accounl Receipt ollnlerest 50.32 8/26/97 Interest on estale account Receipt ollnlerest 42.84 9/23/97 Inlerest on estale account Receipt of Interest 41.14 10/26/97 Inlerest on estate account Receipt of Interest 51.50 11/24/97 Interest on eslale account Receipl ollnleresl 39.76 12/26/97 Inleresl on estale account Receipt 01 Interest 47.21 1/27/98 Inlerest on estale account Receipt 01 Interest 47.27 2/24/98 Inlerest on eslale account Receipt of Inlerest 41.43 3/26/98 Interest on eslate account Receipt of Inlerest 44.45 4/27/98 Interest on eslate account Receipl of Inlerest 47.47 1 5/26/98 Interest on estale account Receipl of Inlaresl 43.08 'I 6/25/98 Inlerest on eslale account Receipt 01 Interest 44.63 i. '\ 7/28/98 Inlelesl on estate accounl Receipt ollnlerest 46.65 8/28/98 Inleresl on eslale account Recelpl ollnlerest 38.09 9/25/96 Interesl on eslale account Receipl of Inlerest 39.44 10125/98 Inlerest on eslale eccount Receipl of Inlerest 42.12 11/25/98 Inlerest on estale account Receiplof Interest 32.46 12/28/98 Inlerest on eslate account Recelpl of Interest 32,84 1127/99 Inleresl on estate ck. accounl Receipt of Interesl 27.24 2/23/99 Inleresl on eslate ch, accounl Recelpl of Interesl 26.32 3/28/99 Inleresl on estale ck. account Recelpl of Inlerest 28.73 4/27/99 Inlerest on estale ck. eccounl Recelpl ollnlerest 27.14 5/25/99 Inlerest on estale ck. account Recelplollnlerest 22.60 6/25/99 Interest on eslala ck, account Receipt ollnleresl 24.88 7/27/99 Interest on eslale ck. accounl Receipt ollnternsl 25.71 8/26/99 Inleresl on eslale ck. accounl Receipl of Inlaresl 24.12 9/27/99 Interasl on eslale ck, accounl Recelpl of Interesl 25.74 10/26/99 Interasl on eslate ck. accounl Receipl of Interest 23.35 11/24/99 Interasl on estate ck. accounl Receipl of Inlelest 23.36 exHlSIlil' "'Ie'" Friday, July 8, 2005 Biasi Est Acctlng 7/8/05 . Biasi Estate Checking INCOME RECEIVED. PERSONAL PROPERTY 6/4/96 through 7/8/05 Date Num Payee Memo Category Clr Amount 12/28/99 Inlerest on estale ck. account Receipt of Interest 27.41 1/26/00 Inlerest on estale ck. account Receipt of Interest 23.34 2/24/00 Inlerest on estale ck. account Receipt of Interest 23.35 3/28/00 Interest on estate ck. account Receipt 01 Interest 28.59 4/25/00 tntere~t on estate ck. account Receipt ollnlerest 22.58 5/25/00 Interest on estate ck. account Receipt of Inlerest 24.20 6/21/00 Interest on eslate ck, account Receipt of Interest 26,65 7/26/00 Interest on estate ck. eccount Receipt of Interest 23,43 8/25/00 Inlerest on estale ck. eccount Receipt of Interest 24.25 9/26/00 Inlerest on estale ck. account Receipt of Interest 25.90 10/26/00 Inlerest on estale ck. account Receipt of tnterest 23.71 11/27/00 Inlerest on estate ck. account Receipt of Interest 21.35 12/26/00 Interest on Estete Checking Receipt of Interest 19.35 1/26/01 Interest on Estate Checking Receipt of Interest 17.18 2/23/01 Interest on Estale Checking Receipt of Interest 12.12 3/27/01 Interest on Estale Checking Receipt of Interest 13.76 4/25/01 Interest on Estale Checking Receipt ollnlerest 12.48 5/25/01 Interest on Estale Checking Receipt ollnlerest 12.91 6/26/01 Interest on Estale Checking Receipt ollnlerest 13.77 7/26/01 Inlerest on Estale Checking Receipt of Inlerest 12.92 8/28/01 Interest on Estale Checking Receipt ollnlerest 14.21 9/25/01 Interest on Estale Checking Receipt of Inlerest 12.07 10/26/01 Interest on Estale Checklng Receipt of Inlerest 8,36 11/27/01 Interest on Estale Checking Receipt of Interest 7.64 12/26/01 Interest on Estale Checking Receipt of Inlerest 6.92 1/28/02 Interest on Estale Checking Receipt of Interest 7.88 2/25/02 Interest on Estale Checking Receipt of Interest 6.69 2/25/02 Interest on Estale Checklng Receipt of Interest 5.38 3/26/02 Interest on Estale Checking Receipt of Inlerest 6.93 4/25/02 Intelest on Estate Checking Receipt of Inlerest 7.17 5/25/02 Interest on Estate Checking Receipt ollnlerest 6,93 6/25/02 tnterest on Estate Checking Receipt ollnlerest 7.65 7/26/02 Interest on Eslate Checking Receipt ollnlerest 7.41 8/27/02 Interest on Estate Checking Recelpl ollnlerest 6.28 9/25/02 Inlerest on Estate Checking Receipt ollnlerest 5.57 10/28/02 Inlerest on Estale Checking Receipt of Interest 6.33 11/25/02 Inlerest on Estale Checking Receipt of Interest 5.38 12/26/02 Interest on Estale Checking Receipt of Interest 5.95 1/28/03 Interest on Estale Checking Receipt of Interest 6.34 3/26/03 Interest on Estale Checking Receipt of Interest 5.57 4/25/03 Intelest on Eslate Checking Receipt of Interest 5.76 5/27/03 Interest on Eslate Checking Receipt of tnterest 6,15 6/25/03 Inlerest on Estate Checking Receipt of Interest 4.47 7/28/03 Inlerest on Estate Checking Receipt of Interest 4.75 8/26/03 Interest on Estate Checking Receipt of Interest 3.45 9/25/03 Inlerest on Estale Checking Receipt of Interest 2,87 10/28/03 Interest on Estate Checking Receipt of Inlerest 3.15 11/24/03 Interest on Estale Checking Receipt of Inlerest 2,59 EXHlSrr .S" Page: 2 Friday, July 8, 2005 Biasi Est Acctlng 7/8105 . Biasi Estala Chacklng Page: 3 INCOME RECEIVED - PERSONAL PROPERTY 6/4/98 through 7/8/05 Date Num Peyee Memo Category CIr Amount 12/26/03 Interest on Estate Checking Receipt of Interest 2.18 1/27/04 Interest on Estate Checking Receipt of Interest 0.67 2/24/04 Interest on Estate Checking Receipt of Inlerest 0.77 3/26/04 Interest on Estale Checking Receipt of Inlerest 0.84 4/24/04 Interest on Estete Checking Receipt of Inlerest 0.68 5/24/04 Interest on Estate Checking Receipt of Interest 0.78 8/25/04 Interest on Estete Checking Receipt of Interest 0.85 7/27/04 Interes1 on Estata Checking Receipt of Interest 0.87 8/26/04 Interest on Es1ete Checking Receipt of Inlerest 0.82 9/27/04 Inlerest on Estete Checking Receipt of Interest 0.87 10/26/04 Interest on Estete Checking Receipt of Interest 0.79 11/24/04 Interest on Estate Checking Receipt of Interest 0.80 12/28/04 Interes1 on Estate Checking Receipt of Interest 0.93 1/26/05 Interest on Estate Checking Receipt of Interest 0.79 2/23/05 Inlerest on Estate Checking Receipt of Interest 0.77 3/25/05 Interes1 on Estale Checking Receipt or Interest 0.82 4/26/05 Interest on Estale Checking Receipt of Interest 0.87 Total Receipt of Interest 2,318.81 Total Income 2,318.81 Tolal Income/Expens81 2,318,81 EXHIBIT "B" Fri1ay, July 8, 2005 Biasi ESI Acct"'ll71&\1S . Biasi Estale Chec.\lng DISBURSEMENTS 6/4/96 through 718105 .1 I 0110 Num Plyee Momo Cllogory Clr AmOunt - - 'ncomo/Expon... E>i>enses AdnVn'~tratIvA f;'mAn~e~ 8/6/96 7 HoItman.Aoth FllIlllfaJ Homo Admin/slrativ. Expens.s '1,735.00 8/7/96 20 Frey & Tiley, rointurso /'" Iener. Admin/slralivo Expenses .258,00 8/23/96 1005 Aegislerol WiIs part payrnlnhor.1aJl Admlnlslralivo Expens.s -4,450.00 10/3/96 1006 Frey & TIley, CW-60; Sen1lneH17.28 Adminlslralivo Expens.s .127,2B 10/31/96 1012 Wildeman .00 OIroch, acot SOrvices Admin/slralivo Expens.s '50,00 IIW97 1017 WiIdomanaOOOlJrock,CQnsulialJon Admin/strative Expens.. -45,00 6/23/97 1025 Wildeman & Ohrock.preparalJon 01 lares Admln/slralive EllpOnse. .99500 12/5/03 1031 Aeglster01 WiUSo/nh. Tax Admin/Slralivo Expens.. '15.340,63 12/5/03 1032 Jeffrey D. Albrfghl' Execulo(. Fee. Adminlslraliv. Expens.. '7,383,40 12/5/03 1033 Fr.y & Tiley. Anomey. Fees Admin/Slralivo Expens.. -8,t33,40 12115/03 1036 Frey & TiIeY.Aeln'burs.,ornllngleo AdmIn/slralivo EllpOns.. .15.00 12119/03 Fr.y & Tiley. Aelntu". 'or Inlerest Admin/streliv. Expense. 5,204.62 12119/03 Frey & Tiley. Aelrrlx.rso (Of Carfyfo LP Admin/Slralivo Expens.. 475,95 7/8/05 1039 Aegister 01 Wills. Fifo Aa:ounl Admln/strallve Expense. .180,00 TolaJ Adminis~alive Expense. '33,032.14 MiscF""'"'il 6114/96 I MClIong dslanco SOrvice Mise Expense .30,04 6114/96 2 PNC Mortgage, mortgage paymenl Mise Expense -409.31 6114/96 3 Roomy Investments, V'~a COrd Mise Expense ,11.20 6114/96 4 PP&LEJeClllci1y Mise Expense -39,35 B/6/96 B Wayne Myers euction seMea Mise Expense -40,00 8/B/98 8 United 0/ Pa. lelephone Mise: Expense -64,94 8/6/96 9 Unlled 01 Pa. telephone Mise: Expense .1650 8/8/96 10 PNC Mortgage, mortgage parmenl Mise: Expense -409,31 8/6/96 II P P &l EJeClllci1y Mise: Expense -62.00 8/6/96 12 MCl LO. Ser Mise: Expense .20.74 8nt96 13 Browning FOllIs, Iroc.lrash SOrvico Mise: Expense -41.55 8nt96 15 S.M,T.MA, walerandSOlWrSMice Mise: Expense -B380 8/7/96 16 DonahuoAssoc. Senl.lnc.Tn.CounlyArr/l, Mise: Expense -8160 8/7/96 17 V'1!aIInk Phanmcy Services, lroc. Mise: Expense .407,74 8/7/96 18 Leader Cartisle 372, Nursing HllInl Mise: Expense -627,99 8/7/96 19 ADKidsllCCCtll1 Mise: Expense -8,67 8/7/9B 21 Frey & TIley relnt July & Aug SIOnehedge Mise: Expense .t40,OO 8/8/96 22 Frey & TIIeyrelmb. 19951AS laxpaymenl Mise: Expense .105,00 8118/96 23 UnIledolParraJ Mise: Expense .18.66 8116/96 24 TCCableolCaisllIlnal Mise: Expense .2522 8/20/96 1001 F. &T,relmb, Gooden Poets remv.hollub Mise: Expense .100,00 8/21196 1002 MJ Mise: Expense .9,93 10/3/96 check pnnling 'ee Mise Expense -60.00 10/31196 1007 BRiB Mise Expense -40.21 10/31196 1008 Manor""re Heallh SelVlces aCCl/ Mise: Expense '9,42 10/31198 1009 MCI Teleconvrw.ucalions.rllla1 Mise: Expense .7,07 10/31196 1010 PP&lr""t Mise Expense .30,75 1121/97 1016 MJ Mise: Expense .7,07 2/27197 10 19 JOlOO$ BisDine, aw<aisaJ 0/ jewelry Msc Expense .35.00 6/23/97 1023 Pa. Depl oJ Aevenue. 1996laJles Misc Expense -84000 EXH'BIT-C- Page: I Paoe: 2 FriIay,.h.Iy8.2005 Biasi Est AccIIng 718105 . Biasi Eslale Checking Oall 6/23/97 6/24/97 2113101 2/23/05 3125/05 4126/05 T 001I Mise Expense DISBURSEMENTS 6/4/96 Ihrough 716105 Hum PlY" Memo Callgory Clr Amounl - - .784.00 .12,05 .10.00 .2,00 .2,00 .2.00 - Mise Expense Mise Expense Mise Expense Mise Expense Mise Expense Mise Expense 1024 IRS.I9961ax 1026 Frey & nley reln'l>.lor shipping jewelry PHC Bonk Charge lor Pholocoplng PNC BanI< lor .Cantlled Ched< Return Fee' PNC Bank lor 'Cantlled Ched< Return Fee' PNC Bank lor 'Canelled Ched< Relum Fee' -4.594,92 Real Estate Sale Emenses 6123/96 8/23196 8/23/96 8123/96 8/23/96 6/23/96 6123/96 8/23196 8/23196 8/23/96 Co. & Till' R. E.laxes pro-ralion HorMOWlletS Assoc. pro-ratlon PNC Mortgage Corp. payoll SchoDIlaX pro-ration NP.lee reallyllf..laxas Pest Inspection Overnight maB lee WeIer/Sewer pro.rellon Jack GaUQhen reallDf's CQllITisSIon Real Estale Sale Expenses Real Estale Sale Expenses Real Eslale Sale Expenses Real Estale Sale Expenses Real Estale Sale Expenses Real Estale Sale Expenses Real Estale Sale Expenses Real Estale Sale Expenses Real Estate Sale Expenses Real Estale Sale Expenses 65.11 20.32 ~.05526 .176,62 .2.00 .1,3S0,00 -30,00 .15.00 .74,79 -8,100,00 -69.696.44 TOOII Real Estale Sale Expenses Total Expenses .107,325.50 Tala' Incoml/Explnll1 .107,325.50 EXHIBIT~ cumberland County . Register Of ~Ii 11 0 One courthouse square Carliole, PA 17013 phone: (717) 240-6345 Date: 3/29/2006 TILEY STEPHEN D 5 S HANOVER STREET CARLISLE, PA 17013 RE: Estate of BLASI JEMI E File Number: 1996-00460 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO, 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/31/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sin7Z-~~ \..J Glenda Farner Strasbaugh Clerk of the orphans' Court cc: File personal Representative(s) APPROVAL OF ACCOUNT, RELEASE AND INDEMNI FICA TION ESTATE OFJEAN E. BLASI, DECEASED The undersigned, John R. Albright, is one of the legatees named in the Will of Jean E. Blasi, Deceased, whose estate is filed to number 21-96-0460 in Cumberland County, Pennsylvania. The undersigned desires that the estate be distributed according to the First and Final Account and Proposed Schedule of Distribution filed July 22, 2005 and Confirmed by the court on August 23, 2005. Since the undersigned did not receive a copy of the proposed First and Final Account and Proposed Schedule of Distribution prior to its confirmation by the court, due to difficulties in receiveing mail, he has been asked to execute thi~: Release and Indemnity Agreement. In consideration of the willingness of the executor to make filial di~ribulion without going 1l1ro!Jgll tile formaiity of a nevI l'ourl acr.ountir,g, Clnd agreeing to be legally bound hereby, the undersigned individually and on behalf of the undersigned's heirs, personal representatives, successors and assigns does hereby: 1. Waive the filing of a new account of the administration of the estate in any court; 2. Declare that the undersigned has examined the First and Final Account and Proposed Schedule of Distribution filed July 22, 2005 and Confirmed by the court on August 23, 2005; finds it to be true and correct in all particulars; accepts and approves it with the same force and effect as if it had been prepared and filed with, audited, adjudicated and confirmed absolutely by a court of competent jurisdiction after prior notice to the undersigned; and with the balance of principal and income to be awarded by the Court in accordance with the schedule of distribution; 3. Warrants that the beneficiaries named in the First and Final Account and Proposed Schedule of Distribution filed July 22, 2005 and Confirmed by the court on August 23, 2005 are the sole remaining parties in interest in the estate and are entitled to receive the entire distribution thereof in accordance with the said First and Final Account and Proposed Schedule of Distribution filed July 22, 2005 and Confirmed by the court on August 23, 2005; 4. Warrants that the undersigned knows of no outstanding and unsatisfied claims against the estate; 5. Approves the distribution of the balance of principal and income shown in the First and Final Account and Proposed Schedule of Distribution filed July 22, 2005 and Confirmed by the court on August 23, 2005; 6. Absolutely and irrevocably releases and discharges the executor, and his heirs, personal representatives, successors and assigns of and from any and all Release and Indemnity Agreement - Estate o( Jean E Blasi Page 1 o( 2 ., , / actions, liabilities, claims and demands relating in any way to his administration of the estate and distribution in accordance with the First and Final Account and Proposed Schedule of Distribution filed July 22, 2005 and Confirmed by the court on August 23, 2005; 7. Agrees to indemnify and hold harmless the executor, and his heirs, personal representatives, successors and assigns, from and against any claims, liabilities, loss or expense (including costs and counsel fees) arising from any cause whatsoever, which the executors may incur as a result of the administration of the estate and its distribution in accordance with the First and Final Account and Proposed Schedule of Distribution filed July 22, 2005 and Confirmed by the court on August 23, 2005. Dated: , ~<L_ If c% Lt- John R. Albright . I , Witness;"i --!~~/ o. f ...1 . . V ~ -I -,1 ' .~ ;. ,. b/- -, / ."" /- ..-0 ",' _' L.e;!/a;; i/', State of Florida County of Jlu.'j)'Ct On this, the I z.th day of December, 2005, before me, the undersigned officer, personally appeared John R. Albright, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. }ss. IN WITNESS WHEREOF, I hereunto set my hand and official sGal. (SEAL) ,... ~ Nicol. Schuld . ~ 'MyComml'SlOO001874eD \;.. ,,',/ e'plll' Novembet 24. 2006 Release and Indemnily Agreemenl - Estate of Jean E. Blasi Page 2 of 2 ;--'-' -'. ~"" ,', ',' ',.' . Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 TILEY STEPHEN D 5 S HANOVER STREET CARLISLE, PA 17013 RE: Estate of BLASI JEAN E File Number: 1996-00460 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/31/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sinz:~~ ,. Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 JEFFREY D ALBRIGHT RR 2 BOX 134A NEWPORT, NH 03773 RE: Estate of BLASI JEAN E File Number: 1996-00460 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/31/2006 Please feel free to contact this office with any questions you may have, If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel