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Home My WebLink About05-09-08 ~ 15056041147 REV.1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX.280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY . County Code Year File Number INHERITANCE TAX RETURN 21 08 RESIDENT DECEDENT -0072 Date of Birth 164186642 12282007 11071920 Decedent's Last Name Suffix Decedent's First Name FREDITH MI E SHAW (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 181 1. Original Return 0 2. Supplemental Return o 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 0 4. Limited Estate 0 4a. Future Interest Compromise (dale of death after 12-12-82) 181 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust (Attach Copy of Will) (Attach Copy of Trust) 0 9. Litigation Proceeds Received 0 10 Spousal Poverty Credit (date of death . between 12-31-91 and 1-1-95) o o 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 91131A) (Attach Sch. 0) CORRESPONDENT. THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number BRADLEY L GRIFFIE 7172435551 Firm Name (If Applicable) GRIFFIE & ASSOCIATES City or Post Office CARLISLE State PA ZIP Code 17013 REGISTER OF WILLS USF..i>NL Y = C) = r- 00 ~;O :x --"12J >- ',. Q (") -< ,Ir- '2"':rn t . .~ :::0 I,J) _ :.. U) --;A ')00 ,-)C) ,I DAte ED -'i )j. -0 :Jt :D I, ~.~3 ::0 .,. r:.:J i.:,:.l:JF3 ()(:> -' ";" "n :: ('~) :- I'll i::') 0 ",~ First line of address 200 NORTH HANOVER STREET Second line of address N (T; . bgriffie@griffielaw com Correspondent's e-mail address: . Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements and to the best of my knowledge and belief it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information' of which preparer has any knowledge. ' SI A TURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE S,~ ADDRESS Nancy S. Tritt s: 17007 DATE Bradley L Griffie s- 17013 L Side 1 15056041147 15056041147 ~ D1J -.J 15056042148 REV-1500 EX Decedent's Name: SHAW, FREDITH E RECAPITULATION 1. Real Estate (Schedule A)........ ....................................................................... 2. Stocks and Bonds (Schedule B)...................................................................... 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D).......................................................... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)................ 5. 6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) 0 Separate Billing Requested............. 7. 8. Total Gross Assets (total Lines 1-7)....................................................................... 8. 9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................ 10. 11. Total Deductions (total Lines 9 & 10).............................................. 12. Net Value of Estate (Line 8 minus Line 11)............... ............................................. 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J)................................................. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13)................................................. 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) X ~ 16. Amount of Line 14 taxable at lineal rate X .045 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 1,142,497.92 16. 17. 18. 19. Tax Due........................................................ ............................................................ 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. L Side 2 15056042148 Decedent's Social Security Number 164186642 1. 166,900.00 66,456.52 o . 00 2. 252,332.22 o . 0 0 684,595.58 1,170,284.32 25,114.21 2,672.19 11. 27,786.40 1,142,497.92 1,142,497.92 51,412.41 51,412.41 o 15056042148 -.J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT' NAM Shaw, Fredith E STREET ADDRESS 31 Mount Rock Road File Number 21 - 08 - -0072 CITY STATE ZIP Newville PA Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount 17241 (1) 51,412.41 54,000.00 2,570.62 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + 8 + C) (2) Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. 8. Enter the total of Line 5 + 5A. This is the 8ALANCE DUE. (3) (4) (5) (5A) (58) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?.......... ......................................................... ................................... ................ ~J D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; ...................................................................... b. retain the right to designate who shall use the property transferred or its income;........................... c. retain a reversionary interest; or............................................ ...................................................................... d. receive the promise for life of either payments, benefits or care?.............................................................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.... ................................. ...................................................................... 56,570.62 0.00 5,158.21 0.00 Yes [J [J [J [J No [!J [!J [!J [!J [x] [] D [!J For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. ~9116 (a) (1.1) (ji)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. ~9116 1.2) [72 P.S. ~9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. '. SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Shaw, Fredith E -~- I --~-~~..-._- FILE NUMBER 21 - 08 - -0072 ________ All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a wilnng seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH -- 31 Mount Rock Road 166,900.00 Newville, PA 17241 (Settlement Sheet attached) TOTAL (Also enter on Line 1, Recapitulation) 166,900.00 . SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I FILE NUMBER 21 - 08 - -0072 ESTATE OF Shaw, Fredith E All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER I DESCRIPTION II Prudential Financial, Inc. Account No. C0028593911 I 262 Shares at $92.86 per share (Statement attached) UNITVAL~VALUE AT DATE OF _-+ DEATH 24,329.32 Thrivent Financial for Lutherans Thrivent Investment Management 1,587.908 shares at $26.53 per share (Statement attached) 42,127.20 TOTAL (Also enter on line 2, Recapitulation) 1--_______ I 66,456.52 SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Shaw, Fredith E I FILE NUMBER 21 - 08 --0072 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION NUMBER Orrstown Bank Checking Account No. 146000952 (Statement attached) 2 Orrstown Bank Certificate of Deposit No. 4000020110 (Statement attached) 3 Orrstown Bank Certificate of Deposit No. 4000020112 (Statement attached) 4 Adams County National Bank Checking Account No. 129461 (Statement attached) 5 Adams County National Bank Certificate of Deposit No. 165183 (Statement attached) 6 Adams County National Bank Certificate of Deposit No. 165182 (Statement attached) 7 Adams County National Bank Certificate of Deposit No. 165220 (Statement attached) 8 Personal property (Statement attached) 9 Comcast Refund VALUE AT DATE OF DEATH ""- ~---"--- 36,635.09 72,155.77 30,312.44 6,319.04 22,194.53 22,261.42 44,794.91 16,875.50 17.74 TOTAL (Also enter on Line 5, Recapitulation) 252,332.22 . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Shaw, Fredith E FILE NUMBER 21 - 08 - -0072 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorshIp must be disclosed on schedule F. ITEM NUMBER I I 10 I Continental General Insurance Premium Refund I 11 I Thrivent Financial for Lutherans Annuity disbursed 12 I Embarq Refund I 13 I Erie Insurance Homeowner's Refund j 14 I Tax proration at real estate settlement -l\iALUE A-T DATEOF t-- DEATH 35.60 DESCRIPTION 170.38 7.07 71.00 481.73 Page 2 of Schedule E *' SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ITEM NUMBER I Shaw, Fredith E I FILE NUMBER 21 - 08 - -0072 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. I DESCRIPTION OF PROPERTY DATE OF DEATH I % OFj I EXCLUSION I TAXABLE VALUE I ~~~I~hdee ~:~e no~~r:~;f~~e :~t~~~r::o~:::~~:ti~~:=iio:or:C:s~:~~ VALUE OF ASSET I~T~~~~T I (IF APPLICABLE) . I Jackson National Life Ins. Co. 49,739.17 II 100% . I 49,739.17 Annuity Policy No. 0059281420 (Statement attached) I I 70,216.45 100% ESTATE OF 2 New York Life Annuity Policy No. 52126269 (Statement attached) 3 AI.G. Life Companies (U.S.) Annuity Policy No. TOO01515960 (Statement attached) 4 Allstate Life Insurance Company Annuity Contract No. GA 0838572 (Statement attached) 5 Prudential Financial Annuity Contract No. A2013149 I (Statement attached) 6 Thrivent Financial for Lutherans Annuity Contract No. 3834608 (Statement attached) 7 Thrivent Financial for Lutherans Annuity Contract No. 9146774 (Statemennt attached) 8 Cash transferred to daughter, Linda L. Jacoby on December 21,2007 9 Cash transferred to daughter, Nancy S. Tritt on December 17, 2007 70,216.45 59,308.26 100% 59,308.26 101,155.52 100% 101,155.52 38,653.93 100% 38,653.93 19,045.28 100% 19,045.28 13,434.59 100% 13,434.59 12,000.00 100% 12,000.00 12,000.00 100% 12,000.00 TOTAL (Also enter on line 7, Recapitulation) 684,595.58 SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I FILE NUMBER 21 - 08 - -0072 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. ITEM I NUMBER I 101 Shaw, Fredith E DESCRIPTION OF PROPERTY Include the name of the transferee, their relationship to decedent and the date of transfer. Attach a copy of the deed for real estate, DATE OF DEATH I VALUE OF ASSET I 154,528.89 I I 100% I' EXCLUSION I TAXABLE VALUE (IF APPLICABLE) I . I ----L I 154,528.89 I I I Pruco Securities Account - Account No, 5822-1610 Made joint with daughter Nancy S. Tritt on March 14,2007 (Statement and letter attached) %OF DECD'S INTEREST 11 Pruco Securities Account - Account No. 5347-0467 Made joint with daughter Linda L. Jacoby on March 14, 2007 (Statement and letter attached) 154,513.49 100% 154,513.49 Page 2 of Schedule G . _L__ SCHEDULE H FUNERAL EXPENSEs & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21-08--0072 ~-~.~_._-_.- ESTATE OF Shaw, Fredith E Debts of decedent must be reported on Schedule I. ITEM I NUMBER I FUNERAL EXPENSES: A. 1 I Egger Funeral Home, Inc. I I I I DESCRIPTION AMOUNT 773.78 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City Year(s) Commission paid Attorney's Fees Griffie & Associates State Zip 2. 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant 4,000.00 Street Address City Relationship of Claimant to Decedent State Zip 4. Probate Fees Register of Wills 700.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs TOTAL (Also enter on line 9, Recapitulation) 25,114.21 . Schedule H Funeral Expenses & Administrative Costs continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Shaw, Fredith E 2 I The Sentinel (Ad) I I Cumberland Law Journal (Ad) I PPL Electric Utilities Bank fees on estate account 3 4 5 6 PPL Electric Utilities 7 Realtor's Commission 8 Notary fees 9 Realty Transfer Tax 10 Newville Water & Sewer Authority (Final) 11 I Realtor Transaction Fee I Seller contribution to buyer closing costs I i Real estate tax proration I Auction costs I I Reserves I I I 12 13 14 15 Page 2 of Schedule H 150.614 75.00 I 18.1~ 10.0$ 27.32 10,014.00 10.od 1,669.0q 67.001 125.00 1,000.00 51.72 5,922.65 500.00 ~ i ! '. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Shaw, Fredith E I FILE NUMBER 21 - 08 - -0072 Include unreimbursed medical expenses. ITEM DESCRIPTION AMOU~T NUMBER -~ f-- I 1 PPL Electric Utilities 44.25 i 2 Newville Water & Sewer Authority 99.35 i I 3 Masland Associates (Medical) ~5.00 I 4 Erie Insurance Group (Homeowners) 411.00 ! 5 Greenridge Village (Room & Board) 1,02b.14 6 United States Treasury 1 ,26~.OO (2007 Personal Income Taxes) 7 Pennsylvania Department of Revenue 17l 3.45 (2007 Persona/Income Taxes) TOTAL (Also enter on Line 10, Recapitulation) 2,672 .19 m=V-1513 EX';: (9-00) . SCHEDULE J BENEFICIARIES ESTATE OF COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I FILE NUMBER 21 - 08 - -0072 SHARE OF ESTATE I AMOUNT O~ ESTATE (Words) ($$$~ ---: Shaw, Fredith E I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal ! distributions, and transfers under Sec. 9116 (a) (1.2)] RELATIONSHIP TO DECEDENT Do Not List Trustee(s) NUMBER Linda L. Jacoby 25 Strawberry Drive Carlisle, PA 17013 Daughter I Fifty Percent 21 I i I I I I I Nancy S. Tritt 33 Silver Maple Drive Boiling Springs, PA 17007 Daughter Fifty Percent I i Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET! I I o ooT .. '\ LAST WILL AND TESTAMENT OF FREDITH E. SHAW I, FREDITH E. SHAW, of 31 Mt. Rock Road, Newville, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I order and direct my Executor hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate, including all taxes that may be assessed in consequence of my death, as soon after my death as is reasonably possible from the proceeds and assets of my estate prior to any other distributions. However, my Executor need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. I have already secured a burial plot and grave marker at the Newville Cemetery, Newville, Pennsylvania, and direct that my remains be interred there. GRIFFIE & ASSOCIATES Attorneys At Law 200 N. Hanover Street Carlisle, PA 17013 Page 1 of7 100 Lincoln Way East, Suite D Chambersburg, PA 17201 s ..) ~ ~... .~ "0..) ~ , -I-, ...... ;... , SECOND I give, devise and bequeath my entire estate of whatsoever nature and wheresoever situate, together with all insurance proceeds thereon, in equal shares to my children, NANCY S. TRITT, of 33 Silver Maple Drive, Boiling Springs, Pennsylvania, and LINDA L. JACOBY, of 102 Woodcrest Drive, Carlisle, Pennsylvania, who survive me by sixty (60) days, per stirpes. It is further my desire that my Executor/Executrix, after consultation with any heir or heirs of mine who survive me, and in his, her or its own discretion, choose such articles from my tangible personal property (exclusive of cash, stock certificates, bonds, and all other tangible evidences of intangible personal property) as he, she or it believes will be useful to such heir or heirs or desirable for him or her or them to have, either from a sentimental point of view or otherwise, and to deliver such articles to such heir or heirs or among such heirs in equal or unequal shares as determined by the further exercise of his, her or its discretion, provided no other heir objects to the distribution. All tangible personal property not so distributed is to be sold, either publicly or privately, by my Executor/Executrix, adding the proceeds of such sale or sales to my residuary estate and to be disposed of in equal shares among my surviving heirs after payment of my estate debts, taking into account the tangible personal property otherwise provided to them. THIRD I grant my Executor/Executrix the following powers in addition to and not in limitation of such powers as my ExecutorlExecutrix shall hold by law: (a) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. GRIFFIE & ASSOCIATES Attorneys At Law 200 N. Hanover Street Carlisle, PA 17013 Page 2 of7 100 Lincoln Way East, Suite D Chambersburg, PA 17201 ~ -.) ~ ~ 4 <0 ~ ;....... - ""1 <l l~ (b) To Jom m any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors, including but not limited to, the voting of shares. (c) To manage, operate, repair, improve, mortgage or lease on any terms any real estate held or owned by my estate. (d) To operate any business that I may own at my death. (e) To invest any funds of my estate in any stocks, bonds, notes or other securities or property, real or personal, without regard to the principle of diversification or any other statute or general rule of law in his, her or its absolute discretion, it being my intention to give my Executor/Executrix the broadest investment powers possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. (t) To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my estate in any manner and on such terms and conditions as my Executor/Executrix shall see fit in his, her or its absolute discretion. (g) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security. (h) To compromise claims without court approval including, but not limited to, 200 N. Hanover Street Carlisle, PA 17013 any controversies with the United States of America or the Commonwealth of GRIFFIE & ASSOCIATES Attorneys At Law Page 3 of7 100 Lincoln Way East, Suite D Chambersburg, PA 17201 Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. (i) To distribute in cash or in kind upon any division or distribution of my estate. G) To undertake any and all acts deemed necessary and proper by my ExecutorlExecutrix for the proper, advantageous and prompt management of the settlement of my estate. (k) In general, to exercise all powers in the management of my estate which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as to him, her or it may seem best and to execute and deliver all instruments and to do all acts which he, she or it deems necessary or proper to carry out the purposes of this, my Last Will and Testament. FOURTH No interest of any beneficiary of my estate, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his interest either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my Executor/Executrix for the liability of such beneficiary . FIFTH I nominate, constitute and appoint my daughter, NANCY S. TRITT, as Executrix of this my Last Will and Testament. In the event my daughter is deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, GRIFFIE & ASSOCIATES Attorneys At Law Page 4 of7 200 N. Hanover Street Carlisle, PA 17013 100 Lincoln Way East, Suite D Chambersburg, PA 17201 ~ ~ .~ ~ ~ <1 l-r; constitute and appoint my daughter, LINDA L. JACOBY, as Executrix of this my Last Will and Testament. I direct that my Executor/Executrix shall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. SIXTH I hereby declare it to be my expressed desire that my Executor/Executrix employ the law firm of Griffie & Associates, of Carlisle, Pennsylvania, for legal advice and assistance regarding this my last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution of the powers herein mentioned. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of seven (7) typewritten pages, the first four (4) of which bear my signature on the side margin, for purpose of identification, this .ff / . day of J1lll1_cL . , 2005. WITNESS: ... /!er-C(7 ~ ~ y--. if, r o -h_LeL . c.... ___b 'L(L/U-' FREDITH E. SHAW 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law Page 5 of7 100 Lincoln Way East, Suite D Chambersburg, PA 17201 ~ ~ c~ \ - c0 ~ ., ..) .....) r.o ~ ( ---.. \'7) ..... ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA: : SS. COUNTY OF CUMBERLAND I, FREDITH E. SHAW, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ~.... i ,1 () cor .j ..f'u...cl.CC1t.- L/,..-<CYJ;t c::L(/r.-r- FREDITH E. SHAW Sworn or affirmed and acknowledged before me by the Testatrix this j;:t: day of /lLMd . , 2005. ~/ OTARIAL SEAL ROBI" J. GOSHORN. NOTARY PUBLIC . CARLISLE BORG., CUMBERLAND COUNTl MY COMMISSION EXPIRES APRIL 17 2001 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law Page 6 of7 100 Lincoln Way East, Suite D Chambersburg, PA 17201 AFFIDA VIT COMMONWEALTH OF PENNSYLVANIA: : SS. COUNTY OF CUMBERLAND WE, (Y'\Dr'\~ ~,r~ and fSro...dk7 L, G\.-~fC; the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. " and Sworn or affirmed and subscribed before me by nl ~~ S t!,;},;t this f~. day of I /Y2a.-itL , 2005. //t?~a.Ll4~ Notary Public (j NOTARIAL SEAL ROB1N J. GOSHORN, NOTARY PUBUC CARLISLE BOOO., CUMBERlAND COUNTY MY COMMISSION EXPIRES APRil 17 2007 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law Page 7 of7 100 Lincoln Way East, Suite D Chambersburg, PA 17201 ATTACHMENT TO SCHEDULE "A" Prevloua edltlona are obaolete 41 A. Settlement Statement f ".~ u.s. Department of Housing and Urban Development ". OMS No. 2502-0265 (expires 11/30/2009) FRANKLIN REAL ESTATE SERVICES AND ABSTRACTING COMPANY, INC. S. TYPE OF LOAN 1035 WAYNE AVENUE. CHAMBERSBURG, PA 17201 1. OFHA 2. OFmHA 3. OConv. Unins. TEL. 717-264-3290 FAX: 717-264-1985 4. OVA 5. K1Conv. Ins. 6. FILE NUMBER /7. LOAN NUMBER CT A0945 51415420 8. MORTGAGE INSURANCE CASE NUMBER C. Note: I ma onn Ta firrnlalied,to give you a atatement Of actullaeRlement coata. Amounta paid, to and y tne aeRlement agent are anown. I TitleExpress Settlement System Itema marked "(p.o.c.)" were paid outalde the cloalng; they are ahown here for Infonnatlon purpoaea and are not Included In the lotala. WARNING: It la a crime to knowingly make falae atatementa to Ihe United Statea on thla or any other almllar fonn. PenallJea upon conviction can Include a line and ImDrlaonment. For detalla aee: TItle 18 U. S. Code Section 1001 and Section 1010. Printed 03/06/2008 at 12:03 JLF D. NAME OF BORROWER: Joseph P. Miller and Vanessa J. Stenger ADDRESS: 14 East Burd Street Shippensburg, PA 17257 E. NAME OF SELLER: Estate of Fredith Shaw ADDRESS: 33 Silver MaDle Drive Boilina SDrinas PA F. NAME OF LENDER: Patriot Federal Credit Union ADDRESS: 800 Wavne Avenue. Chambersbura. PA 17201 G. PROPERTY ADDRESS: 31 Mount Rock Road, Newville, PA 17241 West Pennsboro Township H. SETTLEMENT AGENT: Franklin RE Services and Abstracting Co., Telephone: 717-264-3290 Fax: 717-264-1985 PLACE OF SETTLEMENT: 1035 Wavne Avenue. Chambersbura. PA 17201 I. SETTLEMENT DATE: 03/07/2008 J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract sales orice 166900.00 401. Contract sales Drice 166900.00 102. Personal Prooertv 402. Personal Prooertv 103. Settlement charaes to borrower (line 1400) 6 269.37 403. 104. 404. 105. 405. Adjustments for items oaid bv seller in advance Adiustments for items oaid bv seller in advance 108. School Taxes 03/07/08 to 06/30/08 481.73 408. School Taxes 03/07/08 to 06/30/08 481.73 109. 409. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 173.651.10 420. GROSS AMOUNT DUE TO SELLER 167.381.73 200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201. DeDosit or eamest money 1.000.00 501. Excess Deoosit (see instructions) 202. Princioal amount of new loans 136 900.00 502. Settlement charoes to seller (ljne 1400) 11 885.00 203. Existina loan(s) taken subiect to 503. Existina loan(s) taken subiect to 204. 504. Payoff of First Mortaaae Loan 205. 505. 206. 506. 207. 507. 208. 508. 209. 509. Adjustments for items unDaid bv seller Adiustments for items unDaid bv seller 211. County taxes 01/01/08 to 03/07/08 51.72 511. County taxes 01101/08 to 03/07/08 51.72 213. 513. 214. 514. 215. Seller Paid Closina Costs 1 000.00 515. Seller Paid Closino Costs 1 000.00 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BYIFOR BORROWER 138.951.72 520. TOTAL REDUCTION AMOUNT DUE SELLER 12.936.72 300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER 301. Gross amount due from borrower (line 120) 173.651.10 601. Gross amount due to seller (ljne 420) 167 381.73 302. Less amounts oaid bvlfor borrower (ljne 220) 138951.72 602. Less reduction amount due seller (line 520) 12936.72 303. CASH FROM BORROWER 34 699.38 603. CASH TO SELLER 154445.01 fonn HUO.1 (3/86) ref Handbook 4305.2 TIN:_"_" 1_"_" SELLER(S) NEW MAILING ADDRESS: SELLER(S) PHONE NUMBERS: You are required by law to provide the aeRlement egent (Fed. Tex 10 No: I with your correct taxpayer Identlflcallon number. If you do not provide your correct taxpayer Identlncatlon number, you may be aubJect to civil or criminal penalllea Impoaed by law. Under penaltlea of perjury, I certify that the number ahown on thla atatementla my correct taxpayer Identlncallon number. SUBSTITUTE FORM 1099 SELLER STATEMENT: The Infonnatlon contained herein la Important tax Informallon and la being furnlahed to the Internal Revenue Service. If you are required to nle a return a negligence penalty or other aanctlon will be Impoaed on you Ifthla Item la required to be reported and the IRS determlnea that It has not been reported. The Contract Salea Price deacrlbed on ' line 401 above conatltutea the Groaa Proceeda of thla tranaactlon. SELLER(S) SIGNATURE(S): (HI (W) Previous editions are obsolete U.S'. D~PARTMENT OF HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT File Number: CT A0945 TIlE Sttl tS form HUD-1 (3/86) ref Handbook 4305.2 PAGE 2 I e xoress e emen )ys em nn e at L. SETTLEMENT CHARGES PAID FROM PAID FROM 700. TOTAL SALES/BROKER'S COMMISSION based on price $166.900.00 = 10 014.00 BORROWER'S SELLER'S Diyision of commission (line 700\ as follows: FUNDS AT FUNDS AT 701. $ 5.032.00 to B-H Aaencv SETTLEMENT SETTLEMENT 702. $ 4,982.00 to Exit Platinum Plus 703. Commission oaid at Settlement 10014.00 704. Transaction Fee to Exit Platinum Plus 195.00 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Oriaination Fee % 802. Loan Discount % 803. Aooraisal Fee to Barrett Aoorisals (P.O.C.) 300.00 Buyer 25.00 804. Credit Reoort to TransUnion 30.56 805. Lender's Insoection Fee 806. Mortaaae Aoolication Fee 807. Tax Service Fee to PHH Mortaaae Services 85.00 808. Processina Fee to Patriot Federal Credit Union LR 200.00 809. Underwritina Fee to PHH Mortaaae Services 350.00 810. Flood Certification Fee to PHH Mortaaae Services 19.50 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From 03/07/2008 to 04/0112008 {(i)$ 23.9106 /dav 25 Davs LR 597.77 902. Mortaaae Insurance Premium for to 903. Hazard Insurance Premium for to State Farm (P.O.C.) 362.00 Buver 904. 905. 1000. RESERVES DEPOSITED WITH LENDER FOR 1001. Hazard Insurance 3 mo. ((i)$ 30.17 /mo LR 90.51 1002. Mortaaae Insurance mo. <1'i! $ /mo 1003. City Prooertv Tax mo.<1'i!$ /mo 1004. County Prooerty Tax 3 mo. {(i) $ 37.61 /mo LR 112.83 1005. School Taxes 11 mo. <1'i! $ 129.25 /mo LR 1 421.75 1009. Aaareaate Analysis Adiustment to Patriot Federal Credit Union LR .271.14 0.00 1100. TITLE CHARGES 1101. Settlement or closina fee 1102. Abstract or title search 1103. Title examination 1104. Title insurance binder 1105. Document Preoaration 1106. Notarv Fees to Bonita M. Crawford 10.00 10.00 1107. Attornev's fees (includes above items No: ) 1108. Title Insurance to Franklin Real Estate Services 1,193.75 (includes above items No: Regular Rate ) 1109. Lender's Policv 136 900.00 . 1110. Owner's Policy 166 900.00 . 1.193.75 1111. End 100 End 300 End 900 to Franklin Real Estate Services 150.00 1112. 1113. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recordina Fees Deed $ 38.50 . Mortaaae $ 64.50 . Release $ 103.00 1202. CitY/County tax/stamos Deed $1669.00 . Mortaaae $ 1 669.00 1203. State Tax/stamos Deed $1 669.00 . Mortaaae $ 1 669.00 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey 1302. Pest Insoection 1303. 08 Ctv Txs Par-46-20-1758-052 to Deborah W. Pioer 286.84 1304. Final Water & Sewer Bill to Borouah of Newville 67.00 1305. Transaction Fee to B-H Aaencv 125.00 1306. 1307. 1308. 1400. TOTAL SETTLEMENT CHARGES (enter on lines 103 Section J and 502 Section Kl 6 269.37 11 885.00 p' t d 03/06/2008 1203 JLF HUD CERTIFICATION OF BUYER AND SELLER I have carefully ravlewed the HUD.1 Settlement Stetement and to the beat of my knowledge and brllef. it la a true and accurate atatement fall racelpta and dlabursementa made on my account or by m in thla tranaactlon. I further certify that I ~"e racelved a copy of the HUD.1 Settlement Statem,t ~A It' YJrn.tJfl'j ^' 1 I , Jot? . ~_~'5'. l~, l:Ste~,",,"~ WARNiNG: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THiS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 18: U.S. CODE SECTION 1001 AND SECTION 1010. By: . a A. Settlement Statement ...~ ,'. . 1'., u.s. Department of Housing and Urban Development OMS No. 2502-0265 (exoires 1113012009) FRANKLIN REAL ESTATE SERVICES AND ABSTRACTING COMPANY, INC. S. TYPE OF LOAN 1035 WAYNE AVENUE. CHAMBER5BURG, PA 17201 1. DFHA 2. DFmHA 3. DConv. Unins. TEl. 717-264-3290 FAX, 717-264-1985 4. nVA 5. K1Conv. Ins. 6. FILE NUMBER /7. LOAN NUMBER CT A0945 51415420 8. MORTGAGE INSURANCE CASE NUMBER C. Note: It:~. ~":rtc~d~p~:~)"(~::- ~~~ :~~~m~~ cjO:I~;.tt:.e;~==~.:"r:'Fo~~:Sor:~~~~ ~~.:'.~-::'=~~: :,oC~~~:~I~~o:'r~gl.. I TilleExpress Settlement System ~~~:~o~: ~~~ 1~1~':e' ~~~~~~~"f:D~::~:~~~ ~::'c:~: :::~~~~I~;dU~;.t~~~~ ~~r:n'~Xo~t:~~ .~~~~~~o1~.t.n.ItJ.. upon Printed 03/06/2008 at 12:03 JLF D. NAME OF BORROWER: Joseph P. Miller and Vanessa J, Stenger ADDRESS: 14 East Burd Street Shiooensbura. PA 17257 E. NAME OF SELLER: Estate of Fredith Shaw ADDRESS: 33 Sliver Maole Drive. BoHina Sonnas. PA F. NAME OF LENDER: Patriot Federal Credit Union ADDRESS: 800 Wavne Avenue Chambersbura. PA 17201 G. PROPERTY ADDRESS: 31 Mount Rock Road, Newville, PA 17241 West Pennsboro Townshic H. SETTLEMENT AGENT: Franklin RE Services and Abstracting Co" Telephone: 717.264-3290 Fax: 717.264-1985 PLACE OF SETTLEMENT: 1035 Wavne Avenue Chambersburo. PA 17201 I. SETTLEMENT DATE: 03/07/2008 J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract sales orice 166 900.00 401. Contract sales orice 166 900.00 102. Personal Pronertv 402. Personal Pronertv 103. Settlement charaes to borrower {line 1400\ 6 269.37 403. 104. 404. 105. 405. Ad'ustments for items oaid bv seller in advance Ad'ustments for items oaid bv seller in advance 108. School Taxes 03/07/08 to 06/30/08 481.73 408. School Taxes 03/07/08 to 06/30/08 481.73 109. 409. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 173 651.10 420. GROSS AMOUNT DUE TO SELLER 167381.73 200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201. Deoosit or earnest monev 1 000.00 501. Excess Denosit {see instructions} 202. Princioal amount of new loans 136 900.00 502. Settlement charaes to seller lIine 14001 11.885.00 203. Existinn loan/s\ taken subiect to 503. Existino loan{s) taken subiect to 204. 504. Pavoff of First Mortnaae Loan 205. 505. 206. 506. 207. 507. 208. 508. 209. 509. Adiustments for items unoaid bv seller Adiustments for items uncaid bv seller 211. Countv taxes 01/01/08 to 03/07/08 51.72 511. Countv taxes 01/01/08 to 03/07/08 51.72 213. 513. 214. 514. 215. Seller Paid Closinn Costs 1 000.00 515. Seller Paid Closinn Costs 1 000.00 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 138951.72 520. TOTAL REDUCTION AMOUNT DUE SELLER 12.936.72 300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER 301. Gross amount due from borrower lIine 120\ 173651.10 601. Gross amount due 10 seller (line 420\ 167.381.73 302. Less amounts naid bvlfor borrower I/ine 2201 138951.72 602. Less reduction amount due seller (line 5201 12,936.72 303. CASH FROM BORROWER 34 699.38 603. CASH TO SELLER 154.445.01 form HUD.1 (3186) ref Handbook 4306.2 SUBSTITUTE FORM 1098 SELLER STATEMENT: The Information contained herein Is Important tax Information and Is being furnished to the Intemal Re....enue Service. It you are required to file I return, e negligence penalty or other ..nctlon will be Imposed on you II this Item Is required to be reported and theiRS determines that ft has not been reported. The Contract Sale. Price deSCribed on line 401 above constitute. the Gross Proceeds of this transaction, You are required by law to provtde the uttlement agent (Fed. Tax 10 No: . ) with your correct taxpayer IdentJflcatlon number. If you do not provide your correct taxpayer Identification number, you may be subject to cMI or crlmln.1 penalties Imposed by I.w. Under penalties of perjury, I certify th.t the number shown on this statement Is my correct taxp.yer Identification number. TIN:_._"_,_._w_ SELLERIS)SIGNATURE(S): SELLER(S) NEW MAJUNG ADDRESS: SELLER(S} PHONE NUMBERS: (H) (W) r,........,. .....UUU. .,.. Uuaul"'. U.S: DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT File Number: CT A0945 form HUD~1 (3(86) ref Handbook 4305.2 PAGE 2 TitleExoress Settlement System Printed 0310612008 at 12:03 JLF L. SmLEMENT CHARGES PAID FROM PAID FROM 700. TOTAL SALES/BROKER'S COMMISSION based on price $166 900.00 = 10 014.00 BORROWER'S SELLER'S Division of commission (line 7001 as follows: FUNDS AT FUNDS AT 701. $ 5 032.00 to B-H Agency SETTLEMENT SETTLEMENT 702. $ 4 982.00 to Exit Platinum Plus 703. Commission oaid at Settlement 10014.00 704. Transaction Fee to Exit Platinum Plus 195.00 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan OriQlnafion Fee % 802. Loan Discount % 803. Aooraisal Fee to Barrett Aoorisals (P.O.C.) 300.00 Buver 25.00 804. Credit Report to TransUnion 30.56 805. Lender's Insoection Fee 806. Mortnaoe Aoolication Fee 807. Tax Service Fee to PHH Mortaage Services 85.00 808. ProcessinQ Fee to Patriot Federal Credit Union LR 200.00 809. Underwritino Fee to PHH Mortgage Services 350.00 810. Flood Certification Fee to PHH Mortgage Services 19.50 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From 03/0712008 to 04101/2008 @$ 23.9106 Iday 25 Davs LR 597.77 902. Mortoaoe Insurance Premium for to 903. Hazard Insurance Premium for to State Farm (P.O.C.l 362.00 Buver 904. 905. 1000. RESERVES DEPOSITED WITH LENDER FOR 1001. Hazard Insurance 3 mo. @ $ 30.17 Imo LR 90.51 1002. Mortnane Insurance mO.@$ Imo 1003. City Prooeriv Tax mo.@$ Imo 1004. County Prooeriv Tax 3 mo. @ $ 37.61 Imo LR 112.83 1005. School Taxes 11 mO.@$ 129.25 Imo LR 1 421.75 1009. AQQreQate Analysis Adiustment to Patriot Federal Credit Union LR -271.14 0.00 1100. TITLE CHARGES 1101. Settlement or closinn fee 1102. Abstract or title search 1103. Title examination 1104. Title insurance binder 1105. Document Preparation 1106. Notarv Fees to Bonita M. Crawford 10.00 10.00 1107. Attornev's fees {includes above nems No: 1 1108. Title Insurance to Franklin Real Estate Services 1193.75 {includes above items No: Regular Rate 1 1109. Lender's Policy 136 900.00 - 1110. Owner's Policy 166 900.00 - 1 193.75 1111. End 100 End 300 End 900 to Franklin Real Estate Services 150.00 1112. 1113. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. RecordinQ Fees Deed $ 38.50 . Mortoaoe $ 64.50 . Release $ 103.00 1202. CitvlCountv tax/stamps Deed $1,669.00 . Mortnane $ 1 669.00 1203. State Tax/stamps Deed $1.669.00 . MortQaQe $ 1 669.00 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey 1302. Pest Insoection 1303. 08 Ctv Txs Par-46-20-1758-052 to Deborah W. Piper 286.84 1304. Final Water & Sewer Bill to Borough of Newville 67.00 1305. Transaction Fee to B-H Agencv 125.00 1306. 1307. 1308. 1400. TOTAL SETTLEMENT CHARGES (enter on lines 103 Section J and 502 Section K\ 6 269.37 11 885.00 Hue CERTlFICAnON OF BUYER AND SELLER 1 have carefully reviewed the HUD-1 Settlement Statement and to the be.t of my knowledge and b,U.f, tt I. a true and accurate statoment of all...ceiptl5 and disbursements made on my account or by m In thlo '..noootion. I 'urthor eortlfy tho. I ~ 0 roeol.od 0 copy of tho HUP.1 Sottlomont Ste.ome!"1 JiJ. ( ~ / , l.cbti.iJJiJ I. rrnr Ov . 0 . ftgi J' '" ..}?,~~0.~. ~e.<::JA.-4,.~ WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 18: U.S. CODE SECnON 1001 AND SECTION 1010. By: ATTACHMENT TO SCHEDULE "B" \f Thrivent Investment Management' P.O. Box 219348, Kansas City, MO 64121-9348 Phone: 800-THRIVENT (800-847-4836) E-mail: mail@thrivent.com. www.thrivent.com Member FINRA. Member SIPe. A subsidiary of Thrivent Financial for Lutherans@ Appleton, WI . Minneapolis, MN January 30,2008 Nancy S Tritt 33 Silver Maple Dr Boiling Sprgs PA 17007-9598 RE: 00465462 THRIVENT LARGE CAP STOCK FUND - A ACCOUNT NUMBER 990033900 FREDITH E SHAW Dear Ms. Tritt: We have received your request for information. In the table below we have listed the December 28,2007 account value for the above referenced account. Any shares and balances of the mutual funds listed reflect values as of the date quoted. A mutual fund account balance is based on the net asset value share prices as of specific dates; values may fluctuate on a daily basis. Please note we are only providing the requested information. We do not evaluate the credit worthiness of our shareholders. As of December 28, 2007 Fund Name Account Number 990033900 Number of Shares 1,587.908 Price Per Share $26.53 Balance $42,127.20 If you have any questions, please call us at 800-847-4836. Business hours are Monday through Friday from 7 a.m. to 9 p.m. and Saturday from 9 a.m. to 1 p.m. Central time. Sincerely, j:J/~ Dale Robinett Lead Mutual Fund Representative ATTACHMENT TO SCHEDULE "E" ~ ORRSTOWN BANK A Tradition of Excellence January 31, 2008 To: Griffie & Associates 200 North Hanover Street Carlisle Pa 17013 From: Traci Shaffer Orrstown Bank Customer Service Center PO BOX 250 Shippensburg, Pa 17257 Re: Estate of Fredith Shaw Date of death December 28, 2007 IT IS HERERBY CERTIFIED THAT THE ABOVE NAMED DECEDENT, ON THE ABOVE DATE, HAD THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK CHECKING ACCOUNT Account # Title of Account 146000952 Fredtih E Shaw Date opened 04/18/07 Principle 36538.95 Accrued Interest 96.14 SA VINGS ACCOUNT Account # Title of Account Date opened Principle Accrued Interest CERTIFICATE OF DEPOSIT Account # Title of Account 4000020110 Fredith E Shaw Date Opened Principle 10/05/07 71951.29 Accrued Interest 204.48 4000020112 Fredith E Shaw 10/05/07 30226.54 85.90 P.O. Box 250 · Shippensburg, PA 17257 . 717.530.3530 . 717.532.4143 fax ~ ADAMS COUNlY NATIONAL BANK January 29, 2008 Griffie & Associates Attorneys and Counselors at Law 200 North Hanover St Carlisle, PA 17013 Re: Estate of Fredith E Shaw Dear Mr. Griffie: The following information is being provided as per your request: Acct. Type Account No. Account Principal on D.O.D. $6,317.86 $21,702.89 $21,851.76 $44,365.28 Checking C.D. C.D. C.D. 129461 165183 165182 165220 Accrued Interest to D.O.D. $1.18 $491.64 $409.66 $429.63 Ownership Date Opened Individual Individual Individual Individual 2-14-85 2-18-05 2-18-05 4-15-05 Inquiries concerning ACNB Corporation stock information should be directed to the Registrar and Transfer Company at 1-800-368-5948. If you need any additional information, please contact me at (717)339-5116. Sincerely, 'A oV:J Q. h ~ Lois A Kime Deposit Services nNAL SETTLEMENT . / Dol. 7~~'? OWNER ~':}j 1/ ~;/~/::; .~~--- (~h/~4' '--u /' Address . ..:1/ '.;~ 4/te--:? ~ '/t?~/,,?~:/ ,/ Del. of Sel. (!~~(.?#~d ,0Sel. lO"t;on~~~~~4;;:V Auctioneer....-.:;;///,:1' ,;<7?;~>;u-~// ~~ ~ _4 _ _.. _ _~L Other { , Ii PROCEEDS OF SALE: Cash...m ..........m....m................. ... $ /~/ ?75, qJ Checks...m.Um....h..........m..Um .m Oth er....h...... ...........mum..... m .... ......m.m ... ..........m...... m. m.m m.... - / " ;r () Miscellaneous (see attached list)........mm..................m. :>0 TOTAL PROCEEDS OF SALE................m...........$ / ~ g 7.:5' , LESS SELLER'S SALE EXPENSE: ~ ::~:~~;'iuu~;4:.;$~6;7, Advanced by Auctioneer: 6.'51/ 5/~~~~~ fl;md ~ff ) ~~A2~ _~kz. f4f,///~/ ~ "~ - ~> /c/(J , (JO /o~, c,~O' ~CJ oCJ 3~' eo &7 Mi:.<.dlaneous- (see attached list) m.......m.m....... ~~9;?O? c,~ / (J C;?~:;, :is DEDUCT TOTAL SELLER'S SALE EXPENSE.....m$ TOTAL NET PROCEEDS TO SELLER.m....$ ,5'1;2':<, &S- ~ r:; /.- ./ ("/ tJ ;;- df ~ ,f:.J I, (or we), the seller of goods, merchandise, and/or property sold at public auction on above date and location, acknowledge and accept this settlement of proceeds of sale. I (or we) agree to accept ell re- sponsibility for providing merchantable title to all goods, merchandise, and/or property sold, and for delivery of title to the purchaser. \,~--"-" '-'''f~~-;+ \:-.}!~(..\\-r-\)( ) , ( eller's Signature) , /?;:?f? L.. (Seller's Signature) ATTACHMENT TO SCHEDULE "G" Form 712 (Rev. May 2000) Department of the Treasury Internal Revenue Service Decedent -Insured (To be filed by the executor with Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return. or Form 706 - NA, United States Estate (and Generation-Skipping Transfer) Tax Return, Estate of nonresident not a citizen of the United States.) Life Insurance Statement OMB No. 1545-0022 1 Decedent's first name and middle initial 2 Decedent's last name SHAW 3 Decedent's social security number 4 Date of death (if known) 164-18-6642 12/28/200 FREDITH E 5 Name and address of insurance company JACKSON NATIONAL UFE INSURANCE COMPANY ONE CORPORATE WAY LANSING, MI 48951 6 Type of policy SPDA 7 Policy number 0059281420 8 Owner's name. If decendent is not owner, attach copy of application. 9 Date issued 10 Assignor's name. Attach copy of assignment. SHAW, FREDITH E 1/12/2000 12 Value of the policy at the 13 Amount of premium (see instructions 14 Name of beneficiaries time of assignment $35,000.00 ANNUAL NANCY S TRIIT, LINDA L JACOBY 15 Face amount of policy. 16 Indemnity benefit 17 Additional insurance 18 Other benefits 19 Principle of any indebtedness to the company that is deductible in determining net proceeds Loan Principal 20 Interest on indebtedness (line 19) accrued to date of death. LO<ln I"tere:st 21 Amount of accumulated dividends 22 Amount of post-mortem dividends 23 Amount of returned premium 24 Amount of proceeds if payable in one sum . No. 25 Value of proceeds as of date of death (if not payable in one sum) 26 Policy provisions concerning deferred payments or installments. Note: If other than lump-sum settlement is authorized for a sutviving spouse, please attach a copy of the insurance policy. 15 $ 16 $ 17 $ 18 $ 19 $ 20 $ 21 $ 22 $ 23 $ 24 $ 25 $ - - - - - - ~ - - - - - - . - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - + - - - - - + - - - - - - - - - - - - - - ---+----------------- -------------------------+---- ------._--- -----,----.---- -._-------- 27 Amount of installment 28 Date of birth, sex, and name of any person the duration of whose life may measure the number of payments. - - - - - - - - - - - - ~ - - - - - - - - - - - - - - - - - _ _ _ _ _ _ _ _ _ _ _ 4 _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ + _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ . _ _ _ _ _ _ _ _ _ _ _ _ _ _. _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ~ - - - - - ~ -- - - - - ~- - - - ~~ - - - -- -- - -- - ~- - -- --- - -. - -- - ---- -- --- - -- - ~- - - -- ~- -- -~~ -- -- -- - -- -- - -- -~- - - - ~ -- -- ----- --~- - -- ~ -- - --~ - - -~ - - -- -- -- -- -. - - -- - -~ --- 29 Amount applied by the insurance company as a single premium representing the purchase of installment benefits 30 Basis (mortality table and rate of interest) used by insurer in valuing installment benefits. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ~ - - - - - - - - - ~ - - - - - - - - - - - - - - - - - - - - 11 Date assigned 49 739.17 0.00 0.00 0.00 0.00 49,739.17 31 Were there any transfers of the policy within the three years prior to the death of the decedent? DYes - - - - - - - - - - - - - - - - - - - - ~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - ~ - - - - - - - - - - - ~ - - - . ~ No 32 Date of assignment or transfer: / / Month Day Year 33 Was the insured the annuitant or beneficiary of any annuity contract issued by the company? 34 Did the decedent have any incidents of <;lwnership on any policies on his/her life, but not owned by him/her at the date of death? DYes DYes 35 Names of companies with which decendent carried other policies and amount of such policies if this information is disclosed by your records. - -- -- -- - - -- -- - - - ~ - - - - -~ -- - - - - ~ - --~ - ~---- - - -- ---- -- - -- - - - - - - - --- --- - - - ~- - - -- -- - - - -- -- - - - - - - - - - - - -- - -- -- - - -- -- -- -~. -- - - -- - - -- -- ~- - - - ~ - - - - - -- - -- - -- - -~- - - - -- - - - - -- - ,. -- - -- -- - -- - - - - --~-- - - -. -- -- -- ~- - - -- --- - - -- -- -- -- --- -- - -~- - - - --- - -- ~ -- -- --- -- - - -- - -- - - - - --- -- - - - - -- - - - - -- - - - - - -- -- - --- -- ~- --- -- - - -- --- - -- -- - -- -- --.- ---. [iJ No [iJ No The undersigned officer of the above-named insurance company (or appropriate Federal agency or retirement system official) hereby certifies that this statement sets forth true and correct information. 4~ fj~~ Signature ~ Assistant Vice President Title ~ February 28, 2008 Date of Certification ~ Cat. No. 10170V Form 712 (Rev. 5-2000) OPTIMAX ANNUITY Statement Date: January 12, 2005 Provided by Jackson National Life For the period January 12, 2004 to January 12, 2005 Jackson National Life Insurance Company@ II'~ . Insuring your financial future~ www.inl.com Prepared for: Lynn R & Fredith E Shaw 31 Mt Roel< Rd Newville PA 17241 Your Representative: JENNIFER R COOKERL Y C/O FIRST CAPITAL INS SRV 101 S GEORGE ST YORK PA 17401-0000 Representative Phone: (717) 845-3788 Activity Summary Account Information Beginning Period Policy Value + Interest Earned for Period - Withdrawals for Period $43,838.05 $1,410.35 $0.00 Policy Number: Annuity Type: Issue Date: Owner(s): Annuitant(s): 0059281420 Ending Period Policy Value $45,248.40 Nonqualified January 12, 2000 Lynn R & Fredith E Shaw Lynn R & Fredith E Shaw Early withdrawals may be subject to surrender charges as stated in your policy. If your policy had been surrendered as of the statement date, a surrender charge of $1,131.21 would have been assessed to your ending policy value. Your Transaction Detail -. Date Transaction Type Transaction Amount 1/12/2005 Interest Earned for Period $1,410.35 Your annuity earned an annual effective rate of 3.22% during this statement period. The annual effective rate represents the average credited rate on your policy in the last year. Congratulations! You're putting the power of tax deferral to work for you. You're saving the smart way, you don't pay taxes until money is withdrawn! Tax penalties may be levied by the Internal Revenue Service for surrender prior to age 59 1/2. ~ Questions? Please, contact your JNL representative, or call us at 800-777-7779 Monday-Friday, 8:00 a.m. to 8:00 p.m. (ET). Write us at IMG Service Center, P.O. Box 30386, Lansing, MI 48909-7886. Email usatCustomerCare@jnli.com. ULOFL . The Company You Keep' WiDnm of t:he Dalbll1' Service AWlIIl'Il hom 2000-2006 1"'''''''/-. >,Y O"ltl"'l ,~I , .f A""UIT'L ....\ SEW, C [,AwJ\.rw , '~:.UG' February 25,2008 Nancy Tritt 33 Silver Maple Drive Boilng Springs, PA 17007 Re: Fredith E Shaw Policy Number: 52 126 269 Policy Date: 06/9/2006 As of the date of death December 28,2007, the value in Policy 5212629 was $70,216.45 If you have any questions, please contact me or our Customer Service Representatives at 1(800) 762-6212 between 8:30 am and 5:30 pm, Monday through Friday. Thank you for your continued interest in New York Life, and we look forward to serving you for years to come. r7t~ Carline Dessources Service Associate (800) 762-6212 ext. 5684 NYL Annuity Service Center. Lockbox 2400.5635 S. Archer Ave. . Chicago, IL 60638.1800-762-6212 Issued by New York Life Insurance and Annuity Corporation (A Delaware Corporation) Variable annuities are distributed by: NYLlFE Distributors, LLC, Member NASD/SIPC 51 Madison Ave, New York, NY 10010 Annuitant - Fredith E Shaw Policy Number -- 52 126 269 Policy Date - JUNE 9 2006 New York Life Insurance and Annuity Corporation (A Delaware Corporation) Home Office 200 Continental Drive, Suite 306 Newark, Delaware 19713 Executive Office 51 Madison Avenue New York, NY 10010 THE CORPORATION New York Life Insurance and Annuity Corporation (NYLlAC), a stock company incorporated /n Delaware, will pay the benefits of this Single Premium Deferred Fixed Annuity (the "Policy") In accordance with its provisions. The following pages are also a part of this Policy. REPORT TO OWNER At least once each Policy Year, New York Life Insurance and Annuity Corporation will provide a report in connection with this Policy. The report will tell the Owner how much Accumulation Value there is as of the end of the reporting period. It will also give the Owner any other facts required by state law or regulations. ANNUITY BENEFIT On the Annuity Commencement Date, the Accumulation Value will be applied to provide a monthly Income Payment, as stated in the Annuity Benefit section. The Issue Date is shown on the Policy Data Page. ","- IF YOU HAVE QUESTIONS OR CONCERNS ABOUT YOUR POLICY, PLEASE CALL US AT 1-800-762-6212. DEATH BENEFIT If you die before the Annuity . Commencement date, we will pay proceeds to the Beneficiary upon our receipt of Proof of Death and all claim Information. ~J.kat RIGHT To RETURN POLICY Please examine your Policy. Within 10 days (or longer if required by state law) after delivery, you can return it to the Corporation or to the agent through whom it was purchased, with a written request for a full refund of the premium. Upon receipt of this request, the Policy will be void from the start, and a full premium refund will be made. President ~~ Secretary MainStay Preferred Fixed Anuity Single Premium Deferred Fixed Annuity Monthly Income Payments Begin on the Annuity Commencement Date. Single Premium Payment Payable as Shown on the Policy Data Page. Interest Credited on the Accumulation Value at a Rate Set by the Corporation. This Policy Is Non-Participating. In Pennsylvania, there Is currently no premium tax on annuities. If a premium tax applies in the future, we will advise you of the amount of such tax and its effect upon any payments made to you. 205-190PA New York Life Insurance and Annuity Corporation Home Office Newark, Delaware Executive Office 51 Madison Avenue New York, NY 10010 POLICY DATA PAGE Annuitant Policy Number -- Policy Date Owner Fredlth E Shaw 52126269 JUNE 9, 2006 Ms Fredlth E Shaw, Same AGE:83 FEMALE Plan NON-QUALIFIED Purchase Premium: Minimum Purchase Premium for this Polley: Initial Interest Rate Guarantee Period Ending On: $65,000.00 $5,000.00 JUNE 8, 2009 (3 YEARS) ANNUITY COMMENCEMENT DATE: JUNE 9, 2016 SURRENDER CHARGE SCHEDULE: POLICY YEAR PERCENTAGE 1 7% 2 7% 3 7% 4 6% 5 5% POLICY YEAR 6 7 8 PERCENTAGE 4% 3% 0% Initial Interest Rate: 5.10% Minimum Guaranteed Interest Rate: 2.85% (Effective annual yield) Minimum Partial Withdrawal Amount: $100.00 Minimum Accumulation Value that must be maintained In the Policy after a Partial Withdrawal: $2,000.00 ISSUE DATE: JUNE 9, 2006 205-190PA 'to" '. AIG Life Companies (U.S.) AIG LIFE INSURANCE COMPANY AMERICAN INTERNATIONAL LIFE ASSURANCE COMPANY OF NEW YORK A Member of American International Group, Inc. February 12,2008 Nancy Tritt 33 Silver Maple Dr Boiling Springs P A 17007 Re: Contract #: T0001515960 Deceased: Fredith Shaw Dear Ms. Tritt: Thank you for your recent inquiry regarding the referenced annuity contract. It is our pleasure to be of service to you. The value of the contract on December 28,2007 was $59,308.26. Should you have any questions or require further assistance, please contact our Client Care Center by using our toll free number of 1-800-424-4990. Sincerely, ----I:>~----;-) . Umj txJ:Q)u Peggy Baker Claims Dept. Annuity Administration P.O. Box 15403 . Amarillo, TX 79105-5403 . 800.233.2947 Allstate Life Insurance Company P.O. Box 94212 Palatine, IL 60094-4212 Telephone: (877) 499-6418 Facsimile: (866) 635-4523 ~ Allstate, You're in good hands. January 14, 2008 Nancy Tritt 33 Silver Maple Dr. Boiling Springs, PAl 7007 Re: Contract No: Fredith Shaw GA0838572 Dear Ms. Tritt: We have been requested to complete IRS Form 712 with regard to the above referenced contract. The purpose of Form 712 is to provide an estate or donor with the value of a life insurance contract or its proceeds as of a certain date (usually the owner's date of death or date of transfer of the contract). This contract is an annuity contract, which is not reportable on IRS Form 712. The following infonnation is provided for estate purposes only as of the date specified: Date of Death: Annuity Value* as of Date of Death: Cost Basis: December 28, 2007 $ 101,155.52 $ 75,843.66 *The actual amount paid may differ due to Market Value Adjustments and/or any applicable Surrender Charges. If you have any questions, please contact me at 1-877-499-6418 Ext. 86497. Sincerely, Jennifer Evans Sr. Claim Examiner Copy to: Linda Jacoby Fax tjerver l/L.;;j/~UU~ L,:V::>:'L.o kJl'1 kJAUt. 'L./UV'L. tax berve..r Prudential ~ Financial Prudential Investments Annuity Services PO Box 7960 Philadelphia, PA 19101 (888) 778-2888 WNW.prudential.com January 23, 2008 Bob Y ockin 717-697-1451 Contract#:A2013149 Dear Mr. Y ockin: As requested, the date of death value of the above contract in the name of Fredith E. Shaw was $38,653.93. If you have any questions, please call the Prudential Annuity Service Center at (888) 778-2888. You can obtain contract values, request fotms and duplicate statements, and conduct certain fInancial transactions 24 hours a day 7 days a week with our automated phone system. The Service Center is open Monday through Friday between 8:00 a.m. and 8:00 p.m. Eastern time. If you are using a telecommunications device for the hearing impaired, you may call (800) 654-7637, Monday through Friday between 8:00 a.m. and 8:00 p.m. Eastern time. Sincerely, Jonathan Scott Mutual Funds & Annuities Associate A Prudenllel Buslness COIpOrD Oflic. 761 Broad Sh. Nawaril NJ 07102-37n 3~~:a> _NJ( we .. ct\-\-Y' ~ r 'W\c . f~ \tr Thrivent Financial for Lutherans' 4321 N. Ballard Road, Appleton, WI 54919-0001 Phone: 800-THRIVENT (800-847-4836) E-mail: mail@thrivent.com . www.thrivent.com Securities offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415-1665, a wholly owned subsidiary of Thrivent Financial for lutherans. Member NASD. Member SIPC. January 29,2008 Nancy Tritt 33 Silver Maple Dr Boiling Springs PA 1 7007 Subject: Fredith Shaw Death Claim Dear Ms. Tritt: This letter is in response to your letter dated January 14, 2008 concerning contracts 3834608 and 9146774 held on the life of your mother, Fredith Shaw. Contract 3834608 is a fixed annuity contract. The date of death value is $19,045.28. The cost basis is $10,000.00 and the tax gain is $9,045.28. Contract 9146774 is a settlement agreement. The date of death value is $13,434.59. The cost basis is $7,417.39 and the tax gain is $6,017.20. Due to privacy laws, if any further information is needed, we will need a copy of the court document appointing you the executor of your mother's estate. Please let us know if you have any questions or if we may assist you in any way. You may reach death claims at 800-847-4836. Sincerely, .. Dtir uJ ~~ Deb Wenninger, ALHC, ACS Claims Examiner, Centralized Service Team Death Claims and Service Life and Health Product Service Operations Department, FSO dkw SHAW: Fredith, deceased, 3834608 & 9146774 502658514 ~ Prudential ~ Pruco Securities, LLC COMMAND Service Center PO Box 15070 New Brunswick, NJ 08906-5070 (800) 235-7637 www.prudential.com January 23, 2008 Mr. Robert P. Y ockin The Prudential Insurance Company of America 150 Corporate Center Drive, Suite 105 CampHiII,PA 17011-1759 Re: 5822-1610 Fredith E. Shaw & Nancy S. Tritt JT TEN Dear Mr. Y ockin: Per your request, we are confirming the balance on the above-referenced Pruco Securities Account. Our records indicate that as of 12/28/2007, the value of this account was: Investment Shares Price Value EVHMX 3,658.278 $11.09 $40,570.30 MKHCX 11,781.221 $6.14 $72,336.69 OPABX 3,394.005 $12.15 $41,237.16 Money Market 384.740 $1.00 $384.74 Total Portfolio Value $154,528.89 If you have any questions or need additional information, please contact the COMMAND Service Center at (800) 235-7637. Customer Service Representatives are available to assist you between 8:00 a.m. and 8:00 p.m. ET, Monday through Friday. Sin~?-.J~ JOhX~ Registered Principal Pruco Command Operations Pruco Securities, LLC EJH Securities products and services are offered through Pruco Securities, LLC, 751 Broad Street, Newark, New Jersey 07102- 3777, member SIPC, a Prudential Financial company. Prudential, Prudential Financial and the Rock logo are registered service marks of The Prudential Insurance Company of America, Newark, NJ and its affiliates. A registered principal of Pruco Securities, LLC. ~ \.~ ~ Prudential ~ Pruco Securities, LLC COMMAND Service Center PO Box 15070 New Brunswick, NJ 08906-5070 (800) 235-7637 www.prudentia1.com January 23, 2008 Mr. Robert P. Y ockin The Prudential Insurance Company of America. 150 Corporate Center Drive, Suite 105 CampHiIl,PA 17011-1759 Re: 5347-0467 Fredith E. Shaw & Linda L. Jacoby JT TEN Dear Mr. Yockin: Per your request, we are confirming the balance on the above-referenced Pruco Securities Account. Our records indicate that as of 12/28/2007, the value of this account was: Investment Shares Price Value EVHMX 3,657.367 $11.09 $40,560.20 MKHCX 11,781.221 $6.14 $72,336.67 OPABX 3,393.571 $12.15 $41,231.88 Money Market 384.740 $1.00 $384.74 Total Portfolio Value $154,513.49 If you have any questions or need additional information, please contact the COMMAND Service Center at (800) 235-7637. Customer Service Representatives are available to assist you between 8:00 a.m. and 8:00 p.m. ET, Monday through Friday. Si?7~J~ JOh';;4;::y Registered Principal Pruco Command Operations Pruco Securities, LLC EJH Securities products and services are offered through Pruco Securities, LLC, 751 Broad Street, Newark, New Jersey 07102- 3777, member SIPC, a Prudential Financial company. Prudential, Prudential Financial and the Rock logo are registered service marks of The Prudential Insurance Company of America, Newark, NJ and its affiliates. A registered principal of Pruco Securities, LLC. 4~ ~ Prudential ~ Financial - Pruco Securities,LLC po. Box 15090, New Brunswick NJ 08906-5090 April 11, 2008 Bradley L. Griffie, Esquire Griffie & Associates 200 North Hanover Street Carlisle, PA 17013 Dear Mr. Griffie, Per your request, please find the information regarding the requested dates of joint account ownership relative to the Estate of Fredith E. Shaw: Account Number: 5822-1610 N/O Fredith E. Shaw & Nancy S. Tritt JT TEN Opening Date: 03/14/2007 Account Number: 5347-0467 N/O Fredith E. Shaw & Linda L. Jacoby JT TEN Opening Date: 03/15/2007 Both of these account have been held in joint ownership since inception. Pruco does not "retitle" accounts during their lifetime. A change in ownership would require a new account. I trust this is the information you desired. If you have any questions concerning this account, please feel free to contact the Pruco Command Service Line at 800-235-7637. Sincerely, .. .--J IJ ~~ ,. Eric Harney U Pruco Command Operations Securities products and services, including the COMMAND and Investor Accounts, are offered through Pruco Securities LLC, 751 Broad Street, Newark, NJ 07102, member SIPC and a Prudential Financial Company. Prudential Financial is a service mark of the Prudential Insurance Company of America, Newark, NJ and its affiliates. EJH