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HomeMy WebLinkAbout03-0458ROBERT H. LONG, JR. SHERILL T. MOYER 3AN P. PADEN RICHARD B. WOOD LAWRENCE B. ABRAMS II[ ,1. BRUCE WALTER JOHN P. HANBECK FRANK ,1. LEBER PAUL A. LUNDEEN 3ACK F. HURLEY, ,IR. DAVID B. DOWLING DAVID F. O'LEARY DAVID O. TWADDELL CHARLES ,1. FERRY STANLEY A. SMITH ,lENS H. DAMGAARDz DRAKE D. NICHOLAS THOMAS A. FRENCH DEAN H. DUSINBERRE DONNA H.,1. CLARK CHARLES E. GUTSHALL PAUL F. WESSELL SHAWN D. LOCHINGER '1AMES H. CAWLEY DEAN F. PIERMATTEI KENNETH L. '1OEL~' DEBRA M. KRIETE TODD 3. SHILL DAVID M. BARASCH THOMAS '1. NEHILLA ROBERT '1. TRIBECK TIMOTHY '1, NIEMAN LORI '1. McELROY KEVIN M. GOLD CARL D. LUNDBLAD '1AHES E, ELLISON RICHARD E, ARTELL PAUL .1. BRUDER, '1OANNE BOOK CHRISTINE MICHAEL W. WINFIELD3 KATHRYN G. SOPHY~ STEPHANIE E. DIVITTORE KATHLEEN D. BRUDER~'s CHR~STYLEE L PECK 3OHN 1'4. COLES HEATHER Z. KELLY ,lANES ,1. 3ARECK3 ,1ENNIFER 7/MMERMAN ALSO ADMITTED TO THE DISTRICT OF COLUMBIA BAR ALSO ADMITTED TO THE FLORIDA BAR ALSO ADMITTED TO THE MARYLAND BAR ALSO ADMITTED TO THE NEW JERSEY BAR ALSO ADMITTED TO THE NEW YORK BAR Register of Wills Cumberland County Courthouse High and Hanover Streets Carlisle, PA 17013 ~OAD~ & ~XN'O:N' LLP ATTORNEYS AT LAW TWELFTH FLOOR ONE SOUTH MARKET SQUARE P.O. BOX 1146 HARRISBURG, PA 17108-1146 TELEPHONE (717) 233-5731 FAX (717) 232-1459 E M A I L krneals@rhoads-sinon.com W E B S I T E: www.rhoads-sinon.com June 3, 2003 Re: Estate of Frank S. Thomas OF COUNSEL HENRY W. RHOADS RETIRE~ ,1OHN C. DOWLING PAUL H. RHOADS 1907-1984 FRANK A. $INON 1910-2003 '1OHN M. MUSSELMAN 1919-1980 CLYLE R. HENDERSHOT 1922-1980 DIRECT DIAL NO. (717) 231-6671 FILE NO, 2695/03 Dear Sir or Madam: We are submitting to you for probate the original Will of Frank S. Thomas who passed away on May 28, 2003, a resident of Cumberland County. Enclosed are the following documents: 1. Original Will. 2. Death Certificate. 3. Oath of Subscribing Witness Form. 4. Petition for Grant of Letters. You will note that the oath of the Executor was taken by the Register of Wills Office of Dauphin County. 5. Estate Information Sheet. Check in the sum of $468.00 representing payment of probate fee of $410.00; the cost of five (5) short certificates ~ $3.00 each ($15.00); the will fee of $33.00 and JCP fee of $10.00. 474808.1 YORK: AFFILIATED OFFICE: LANCASTER: STE. 203, I700 S. DIXIE HWY, BOCA RATON, FL 33432 TELEPHONE (717) 843-1718, FAX (7L7) 232-1459 TELEPHONE (561) 395-5595, FAX ($61) 395-9497 TELEPHONE (717) 397-4431, FAX (717) 232-1459 June 3, 2003 Page 2 We have also enclosed an extra copy of the Petition for Probate, the Oath of Subscribing Witness and Estate Information Sheet, that we ask that you time stamp and return to us. If you have any questions or comments regarding the enclosed filing, please contact the undersigned. Very truly yours, Enclosures cc: Ronald K. Thomas, Co-Executor RHOADS & SINON LLP By: ' 'i {'~ ~'./1~,~.~' Kirffberly A. Meals Robert Keck, Allfirst Trust Company of PA, N.A., Co-Executor Stanley A. Smith, Esquire Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Frank S. Thomas also known as , Deceased Social Security No. 195-07-8105 Ronald K. Thomas & Allfirst Trust Company of Pennsylvania, N.A. (successor to Dauphin Deposit Bank & Trust Company) Petitioner, v/no ~s 18 year of age or older, a p~olies for: (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner is the executor named in the Last Will of the Decedent, dated Apdl 4, 1995 and codicil(s) dated NONE State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child bom or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration (d.b.n.c.t.a.: pandente lite; durante al:~entia; duranta minoritete) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 3600 Logan Court Ext., #l-A, Camp Hill, Hampden Township, PA 17011 (list street, number an~ municipality) Decedent, then 90 years of age, died May 28 , 2003, at Holy Spidt Hospital, Cumberland County, Pennsylvania (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property ........................................................................................... $ 500,000.00 (If not domiciled in PA) Personal property in Pennsylvania ..................................................................... $. (If not domiciled in PA) Personal property in County ............................................................................... $. Value of real estate in Pennsylvania ............................................................................................................................ $ 180,000.00 Total ................................................................................................................... $ 680,000.00 Real Estate situated as follows: 3600 Logan Court Ext., #l-A, Camp Hill, Pennsylvania VV. hef~{ore, Petitioner rasp ,ctfully requests the probate of the last Will presented with this Petition and the grant of letters in the appropriate form to ~he /t~'ndersigned: ./ ,,//~(i, ?.~e Typed or pdnted name and residence 1 Ronald K. Thomas, 525 Carol Street, New Cumberland, PA 17070 AIIfirst Trust Company of Pennsylvania, N.A., 213 Market Street, Harrisburg, PA 17101 Fora1 R~N-I Page 1 of 2 (Dauphin County) - Rev. 9/92 474359.1 Oath of Personal Representative Commonwealth of Pennsylvania County of truly administer the estate according to law. Sworn to and affirmed and subscribed before me this _.~ day of ("~ ~ f'~SL 2003 The Petitioner above-named swears and affirms that the statements.in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner and that, as personal represe~ntative of the Decedent, Petitioner will well and onald K. Thomas Allfirst Trust Company of Pennsylvania, N.A. No. Estate of ~...~,.c~-~& ,~ -'-["-~~ Social Security No: i0~- O"J- c~lO~ AND NOW, ~¢._. ,.~ Date of Death: ,200.3 Deceased _ , in consideration of the Petition on the TOTAL ................ Fora1 RVV-I Page 2 oi' 2 (Dauphin County) - Rev. 9192 Short Certificate(s) .......... $ 16, OO Renunciation .................. $ Affidavit ( ) ................. $. Extra Pages ( ) ............ $~ Codicil ..........................$ JCPFee ........................ $ JO,(DO Inventory ....................... $. Other ............................$ Leffem ........................... $ '4-/0.oo ~- Register of Wills Attorney: Stanley A. Smith I.D. No: 33782 Address: Rhoads & Sinon LLP1 PO Box 1146 1 South Market Square, Harrisburg, PA 17108-1146 Telephone: 717-233-5731 -,.&- k0- 5- o.5 FEES reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [] Testamentary [] of Administration d.b.n.c.t.; pendente lite; durante absentia; dura~e minodtate are hereby granted t(~-~\& K-VY',oeco,5 Ckr~c\ ~//-~:,~ -¥,~¥ (}ot~,po.p~ o-~- in the above estate and that the ir~trumer~t(s) dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. Register of Wills of Cumberland County, Pennsylvania OATH OF SUBSCRIBING WITNESS Estate of also known as Frank S. Thomas , Deceased No. Henry W. Rhoads and Yvonne R. Durham 474722.1 each a subscribing witness to the r-I codicil(s) [] will presented herewith, being duly qualified according to law, deposes and says that they were present and saw the above Testator sign the same and that they signed as a witness at the request of Testator in his presence and [] in the presence of each other and [] in the presence of the other subscribing witnesses. ; / (Signature) Henry W. Rhoa~ls 814 McCormick~Road Mechan csbur,q, PA 17055 (Address) ,Vem (Signature) · Durham lock Lane Enola, PA 17025 (Address) Sworn to or affirmed and subscribed before me this ,~/ day of  ,~J_ ~ ,2003. N0(tary Pu~ic ~ ' ' My Ccmmission Expires: (signature s~d seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) NOTE: To be taken by officer authorized to administer oaths. Please have present the original or copy of Instrument(s) at time of notarization. Fo~-n RW.,2 (1ouphin County- Rev. ~f~la~al Sea / K~bety~ aeas, No~j FU~ / C~O~Ha~s~urg, Oauph~ County ! My ~ Expires Mar. 11, 2007 his is to certify that the information here given is correctly copied fi'om an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9 2 6,5 8 0 7 ~='~~~,~'" [~iA'( a O 200] Local Registrar ~'/ No. Date 90 w,. Cumberland COMMONWEALTR OF PENNSYLVANIA · DEPARTMENT OF HEALTH ,. VITAL RECORDS CERTIFICATE OF DEATH SEX SOCIAL SECURITY KIUMHER DAlE OF DEATH ~Morah. Oat*. s -07 -810s ~SPI~L ~ 18,1913 West Fai~iew, ~...,~ ~ ~ ~.~ ~ ~ite UNDER I DAY 3600 lA Logan Court Camp Hill, PA 17011 ,O David M. Thomas Ronald K. Thomas OECEENT'$ Pennsylvania ~ Cumberland ~324 Hummel Ave. ,Lemoyne,PA17043 I'*~''' ~' ~' 31, 2003 63-L East Pennsboro 67849/April 4, 1995 LAST WILL AND TESTAMENT OF FRANK S. THOMAS I, FRANK S. THOMAS, of Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time previously made. 1. TANGIBLE PERSONALTY. I give and bequeath all of my household furniture and furnishings, automobiles, other motor vehicles, books, pictures, jewelry, china, crystal, appliances, silverware, wearing apparel, articles of household or personal use or adornment, collections, artworks, boats and recreational equipment and vehicles, together with all policies of insurance thereon, to my spouse, LOIS P. THOMAS ("My Spouse"), if she survives me. If My Spouse does not survive me, I give such articles to my then living children in as nearly equal shares as they shall select under the supervision of my Executor. If any such articles cannot be fairly divided or distributed in kind in the opinion of my Executor, such articles shall be sold and the proceeds thereof shall pass as a part of my residuary estate. 2. UDIFIED CREDIT TRUST. I give, devise and bequeath to my Trustee hereinafter named, IN TRUST NEVERTHELESS, to be Page 1 of 12 pages held, administered and disposed of in accordance with this ITEM for the benefit of My Spouse and my issue (herein referred to as the "Unified Credit Trust") an amount equal to the balance of the dollar amount not taxed in my estate due to the application to my estate of the unified credit against federal estate tax (the "Unified Credit"), after deducting therefrom the value, for federal estate tax purposes, of (a) assets included in my federal gross estate which pass or have passed other than under the terms of this Will and which will utilize a portion of the Unified Credit, (b) any bequests under the preceding ITEM of this Will which will utilize a portion of the Unified Credit and (c) adjusted taxable gifts not included in my federal gross estate but included in the computation of the tentative federal estate tax in my estate. My Trustee shall have, hold, manage, invest and reinvest the assets of the Unified Credit Trust, collect the income and (a) If My Spouse survives me, beginning at my death, my Trustee shall pay over the net income of the Unified Credit Trust to My Spouse during My Spouse's lifetime, in installments not less frequently than quarterly. In addition, my Trustee shall pay to My Spouse such amounts of the principal of such trust as, in the sole discretion of my Trustee, shall be necessary for the maintenance, support and medical and nursing care of My Spouse, taking into consideration any other means readily available for such purposes. (b) During the life of My Spouse, the Trustee shall pay from the principal of the Unified Credit Trust the sum of FIVE THOUSAND DOLLARS ($5,000) each year to or for the benefit of each grandchild of mine under the age of twenty-five (25) years who at any time during the year is enrolled in any post-secondary educational institution, including, but not limited to,a college, university or trade school; provided, however, that the Page 2 of 12 pages amounts so paid to any grandchild under this paragraph (b) shall not, when added to other amounts of cash (individually in an amount in excess of $500) otherwise given by My Spouse or me to such grandchild, exceed TWENTY THOUSAND DOLLARS ($20,000.00). (c) Upon the death of the survivor of My Spouse and me, my Trustee shall distribute the principal and any undistributed income of the Unified Credit Trust as follows: (1) My Trustee shall pay to each grandchild of mine living at the death of the survivor of My Spouse and me, the sum of cash which, when added to the cash (in individual amounts in excess of $500) given to the grandchild by me and My Spouse while living or paid to the grandchild under paragraph (b) of this ITEM, will equal the sum of TWENTY THOUSAND DOLLARS ($20,000.00). Any amount payable under this subparagraph (1) to a grandchild who is a minor may, in the sole discretion of my Trustee, be paid to the minor or to a guardian of the minor's estate acting hereunder or otherwise, or may be paid to a custodian under the Uniform Transfer to Minors' Act for the benefit of the minor grandchild. (2) My Trustee shall pay the balance of the assets of the Unified Credit Trust to my issue living upon the death of the survivor of My Spouse and me, per stirpes; provided, however, that should any such issue be the issue of a deceased child of mine and shall not then have attained the age of twenty-one years, each such issue's share shall be retained by my Trustee, IN TRUST NEVERTHELESS, each to be held, administered and disposed of as a separate trust estate in accordance with ITEM 5 for the benefit of each such issue (the "Grandchild's Trust"). 3. RESIDUE. I give, devise and bequeath all of the rest, residue and remainder of my property, real, personal and mixed, not disposed of in the preceding portions of this Will, including all property over which I hold a power of appointment Page 3 of 12 pages (which powers of appointment I hereby exercise in favor of my estate), to My Spouse, if My Spouse survives me. If My Spouse does not survive me, I give and bequeath said residue to my issue then living, per stirpes; provided, however, that should any such issue be the issue of a deceased child of mine and shall not then have attained the age of twenty-one years, each such issue's share shall be retained by my Trustee, IN TRUST NEVERTHELESS, each to be held, administered and disposed of as a separate trust estate in accordance with ITEM 5 for the benefit of each such issue (the "Grandchild's Trust"). 4. SETOFF PROVISIONS. Notwithstanding any other provision of this Will, any distribution to be made to my issue under this Will shall include as an offset the following amounts: (i) with respect to any distributions to my son RONALD K. THOMAS (or his issue) the sum of SIXTY THOUSAND DOLLARS ($60,000) plus any cash gifts in excess of ONE THOUSAND DOLLARS ($1,000) per year given to him by me or My Spouse after the date hereof; (ii) with respect to any distributions to my son JEFFREY A. THOMAS (or his issue) the sum of SIXTY-THREE THOUSAND NINE HUNDRED DOLLARS ($63,900) plus any cash gifts in excess of ONE THOUSAND DOLLARS ($1,000) per year given to him by me or My Spouse after the date hereof; and (iii) with respect to any distributions to my son GREGORY M. THOMAS (or his issue) any cash gifts in excess of ONE THOUSAND DOLLARS ($1,000) per year given to him by me or My Spouse after the date hereof. Page 4 of 12 pages 5. GRANDCHILD'S TRUST. My Trustee shall have, hold, manage, invest and reinvest the assets of each Grandchild's Trust, collect the income and (a) Until the beneficiary of the Grandchild's Trust (the "Grandchild") shall have attained the age of twenty-one years, my Trustee shall from time to time pay to or for the benefit of the Grandchild such amounts of the net income and principal of the Grandchild's Trust as, in the sole discretion of my Trustee, shall be necessary for the Grandchild's maintenance, support, medical and nursing care and education, including college and graduate education, taking into consideration any other means readily available for such purposes. At the end of each year any unexpended income shall be added to the principal of the Grandchild's Trust. (b) After the Grandchild shall have attained the age of twenty-one years, my Trustee shall distribute the remaining principal and any undistributed income of the Grandchild's Trust outright to the Grandchild. If the Grandchild shall have died before attaining that age, my Trustee shall distribute the then remaining principal and any undistributed income to the Grandchild's issue living at the Grandchild's death, per stirpes, and in default of such issue, to my issue then living, per stirpes. 6. SPENDTHRIFT PROVISION. No interest in income or principal of my estate or any trust created hereunder shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary of my estate or of any trust created hereunder prior to the beneficiary's actual receipt thereof. My Executor or Trustee shall pay over the net income and the principal to the beneficiaries herein designated, as their interests may appear, without regard to any attempted anticipation (except as may be specifically provided herein), pledging or assignment by any Page 5 of 12 pages beneficiary of my estate or of any trust created hereunder and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary. 7. SURVIVAL PRESUMPTIONS. Any person who shall have died at the same time as I or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased me. Any person other than me who shall have died at the same time as any then beneficiary of income of my estate or a trust created hereunder or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased such beneficiary. 8. FIDUCIARY POWERS. In the settlement of my estate and during the continuance of any trust created hereunder, my Executor and my Trustee shall possess, among others, the following powers, exercisable without prior court approval, but in all cases to be exercised for the best interests of the beneficiaries: (a) To retain any investments I may have at my death so long as my Executor or Trustee may deem it advisable to my estate or trust so to do, including securities owned, issued or underwritten by any corporate Executor or Trustee or any of their affiliates. (b) To vary investments, when deemed desirable by my Executor or Trustee, and to invest in such bonds, stocks, notes, real estate mortgages or other securities or in such other real or personal property, including securities owned, issued or underwritten by any corporate Executor or Trustee or any of their affiliates, as my Executor or Trustee shall deem wise, without being restricted to so called "legal investments" Page 6 of 12 pages (c) In order to effect a division of the principal of my estate or trust or for any other purpose, including any final distribution of my estate or trust, my Executor or Trustee is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind. If such division or distribution is made in kind, said assets shall be divided or distributed at their respective values on the date or dates of their division or distribution. In making any division or distribution in kind, my Executor or Trustee shall divide or distribute said assets in a manner which will fairly allocate any unrealized appreciation among the beneficiaries. (d) To sell either at public or private sale and upon such terms and conditions as my Executor or Trustee may deem advantageous to my estate or trust, any or all real or personal estate or interest therein owned by my estate or trust severally or in conjunction with other persons or acquired after my death by my Executor or Trustee, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon my Executor or Trustee in this paragraph or elsewhere in this Will. (e) To mortgage real estate and to make leases of real estate for any term. (f) To borrow money from any party, including my Executor or Trustee, to pay indebtedness of mine or of my estate or trust, expenses of administration, Death Taxes or other taxes. (g) To pay all costs, expenses, legally enforceable debts, funeral expenses and charges in connection with the administration of my estate or trust. (h) To vote any shares of stock which form a part of my estate or trust and to otherwise exercise all the powers incident to the ownership of such stock and to actively manage and operate any incorporated or unincorporated business, including any joint ventures Page 7 of 12 pages and partnerships, and to incorporate any such unincorporated business, with all the rights and powers of any owner thereof. (i) In the discretion of my Executor or Trustee, to unite with other owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of my estate or trust. (j) To assign to and hold in my estate or trust an undivided portion of any asset. (k) To hold investments in the name of a nominee. (1) To compromise controversies. (m) To disclaim, in whole or in part, any and all interests in property owned by me at the time of my death, including those passing to me by Will, intestacy, contract, joint ownership, operation of law or otherwise. (n) To divide any trust hereunder which would have a generation skipping transfer tax inclusion ratio other than one (1) or zero (0), into two (2) separate trusts which are fractional shares, known as the "exempt trust" and the "nonexempt trust". The exempt trust is that fractional share of the total trust fund that has a generation skipping transfer tax inclusion ratio of zero (0), and the nonexempt trust is the remaining factional share of the trust, with a generation skipping transfer tax inclusion ratio of one (1). The terms and conditions of the nonexempt trust and the exempt trust will be identical. Any reference to a trust created under this Will, without a further specification or limitation, shall be deemed to refer to both the exempt trust and the nonexempt trust, in proportionate amounts, where relevant. The assets of each separate exempt and nonexempt trust shall be held, administered and invested as separate trusts, and my Trustee shall maintain adequate accounting and records for both such trusts. My Executor shall indicate on the federal estate tax return filed for my estate that separate trusts will be created (or funded) and clearly set forth the manner in which the trust is to be severed and the separate trusts funded. (o) To designate one or more persons or a corporation to act as ancillary fiduciary in any jurisdiction in which ancillary administration may be Page 8 of 12 pages necessary, such ancillary fiduciary to serve without bond or security and to have all powers, authorities and discretions conferred hereunder. (p) To employ and compensate from income or principal, in the discretion of my Executor or Trustee, investment and legal counsel, accountants, brokers and other specialists, and, whenever there shall be no corporate Executor or Trustee in office, a corporate custodian, and to delegate to investment counsel discretion with respect to the investment and reinvestment of any or all of the assets held hereunder. [(q) To manage and develop all or any part of any real property that may be owned by my estate or any trust, including but not limited to, the power to subdivide (including the dedication of parks, easements or streets, with or without consideration); to obtain the vacation of a plat or adjust boundaries; to submit property to a condominium project and do all acts necessary in connection therewith; to grant options to purchase or to lease; to construct buildings or to alter or remove buildings, and make such improvements to real property as my Executor or Trustee determines to be appropriate (including improvements not situated directly on the particular real property); to grant easements or encumbrances of any kind, and to release any interest in the property; and to abandon or demolish any property including an interest in real property deemed by my Executor or Trustee to be worthless or of insufficient value to keep or protect.] 9. EXCULPATORY CLAUSES. In the settlement of my estate: (a) My Executor shall not be personally liable for any loss to my estate or to any beneficiary of my estate resulting from an election made in good faith to claim a deduction as an income tax deduction or as an estate tax deduction. (b) In valuing property in my gross estate for the purposes of any Death Tax, my Executor shall not be personally liable for any loss to my estate or to any beneficiary of my estate resulting from my Executor's decision made in good faith to use a particular valua- tion date. Page 9 of 12 pages 10. TAX CLAUSE. Ail inheritance, estate and similar taxes becoming due by reason of my death ("Death Taxes"), whether such Death Taxes shall be payable by my estate or by any recipient of any property, shall be paid by my Executor out of the property passing under ITEM 2 of this Will as an expense and cost of administration of my estate. Except to the extent above provided, my Executor shall have no duty or obligation to obtain reimbursement for any Death Taxes paid by my Executor, even though paid with respect to proceeds of insurance or other property not passing under this Will. 11. CUSTODIAN OF ESTATES OF MINORS. Except as provided in ITEM 2(c) (1), if at any time any individual under the age of twenty-one years shall be entitled to receive any assets free of trust by reason of my death, whether payable hereunder, by operation of law, contract or otherwise, I appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY as Custodian for such individual under the Pennsylvania Uniform Transfers to Minors Act. 12. TRUST MERGERS AND TERMINATIONS. (a) If there should be established by My Spouse, either by Last Will and Testament or by inter vivos Deed or Agreement, trusts similar to the trusts herein established for the benefit of my issue, my Trustee herein shall have the right and power to merge trusts herein established with similar trusts for the same beneficiaries established by My Spouse and to operate each of the merged trusts as a single trust. (b) If, in the opinion of my Trustee, at any time any trust hereunder is or becomes too small to justify its maintenance as a separate trust, my Trustee, in my Trustee's sole discretion and without the necessity of court approval, shall terminate such trust by distributing all the income and principal of the trust Page 10 of 12 pages to the then income beneficiary of said trust. If any additions to any such trust are received after its termination under this ITEM, such trust shall be revived and this provision shall continue to apply to it. 13. EXECUTOR APPOINTMENT. I hereby appoint my son, RONALD K. THOMAS, and DAUPHIN DEPOSIT BANK AND TRUST COMPANY, of Harrisburg, Pennsylvania, as Co-Executors of this Will. If for any reason my son, Ronald K. Thomas, should fail or cease to act, Dauphin Deposit Bank and Trust Company shall act or continue to act with all of the powers granted to the two of them. All references in this Will to my "Executor" shall refer to my originally named Co-Executors or to my sole successor Executor, as the case may be. 14. TRUSTEE APPOINTMENT. I hereby appoint my son, RONALD K. THOMAS, and DAUPHIN DEPOSIT BANK AND TRUST COMPANY as Co-Trustees of any trust created hereunder. If for any reason my son, Ronald K. Thomas, should fail or cease to act, Dauphin Deposit Bank and Trust Company shall act or continue to act with all of the powers granted to the two of them. My son, Ronald K. Thomas, shall not participate in any discretionary determination of the Trustee to distribute principal or income of any trust hereunder to or for his benefit or to or for the benefit of his issue. All references in this Will to my "Trustee" shall refer to my originally named Co-Trustees or to my sole successor Trustee, as the case may be. 15. WAIVER OF BOND; FIDUCIARY FEES. My Custodian, Executor and Trustee shall qualify and serve without the duty or Page 11 of 12 pages obligation of filing any bond or other security. Any corporate fiduciary shall be entitled to compensation for services in accordance with the standard schedule of fees in effect when the services are rendered. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding eleven (11) pages this 6z?~ , day of /~,~ , 1995. Page 12 of 12 pages Frank S. Thomas We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testator as and for his Last Will and Testament, in the presence of us, who, at his request and in his presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testator was of sound and disposing mi~d and m~fo~. (SEAL) (SEAL) Residing at: g~ Residing at: LAST WILL AND TESTAMENT OF FRANK S. THOMAS RHOAD$1 & ~INON ATTORNEYS AT LAW ONE SOUTH ~IARKET SOUARE P.O. BOX 1146 HARRISBURG, PA 17108-il46 '03 JUN -4 !~8:C)8 CERTIFICATE OF NOTICE UNDER RULE Name of Decedent: Frank S. Thomas Date of Death: May 28, 2003 Will No. Adm. No. 2003-00458 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on June 24, 2003. Name Address Mr. Ronald K. Thomas Mr. Gregory M. Thomas Mr. Jeffrey A. Thomas Mr. Craig Bryant Thomas Miss Anne Elizabeth Thomas Miss Kristen Lyn Thomas Mr. Eric Damon Thomas Miss Meredith Louise Thomas Mrs. Melissa Suzanne Thomas Brown 525 Carol Street New Cumberland, PA 17070 7522 Invemess Lakes Drive Ft. Wayne, IN 46804 2357 East Shrewsbury Run Collierville, TN 38017 1915 Harding Street Abington, PA 19001 127 South River Street Wormleysburg, PA 17043 712 West 48th Street Apartment #301 Kansas City, MO 64112 409 East 61 st Street Kansas City, MO 64110 8918 Sky Rock Court Columbia, MD 21046 1287 Trail Ridge Lane Cordova, TN 38018 474908.1 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NO EXCEPTIONS ~-8lant~. ~[n[ih, ~uirel Signature: Name: Address: Telephone: Rhoads & Sinon LLP One South Market Square, 12th Floor P. O. Box 1146 Harrisburg, PA 17108-1146 (717) 233-5731 Capacity: Personal Representative X Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128~)601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD REV-1162 EX(11-96) 002953 KECK ROBERT MC-001-02-05 PO BOX 2961 HARRISBURG, PA 17105 ........ fold ESTATE INFORMATION: SSN: 195-07-8105 FILE NUMBER: 2103-0458 DECEDENT NAME: THOMAS FRANK S DATE OF PAYMENT: 08/28/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/28/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $25,000.00 TOTAL AMOUNT PAID: $25,000.00 REMARKS: M &TINVESTMENTGROUP C/O ROBERT KECK SEAL CHECK# 400014999 INITIALS: AC RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS ROBERT H. LONG, IR. SHERILL T. MOYER JAN P. PADEN RICHARD B. WOOD LAWI~'4C~ B. ~ III .,1. BRUCE WALTER JOHN P. NANBECK FRANK J. LEBER PAUL A. LUNDEEN JACK F. HURLEY, JR. DAVIDB.DOWLING DAVIDF.O'LEARY DAVID O.TWADDELL CHARLES 3. FERRY STANLEY A. SMITH JENS H. DAMGAARD2 DRAKE D. NICHOLAS THOMAS A. FRENCH DEAN H. DUSINBERRE DONNA M.3. CLARK CHARLES E. GUTSHALL PAUL F. WESSELL SHAWN D. LOCHINGER JAMES H. CAWLEY DEAN F. PIERMATTEI KENNETH L..lOLL= DEBRA M. KRIETE TODD J. SHILL DAVID M. BARASCH THOMAS J. NEHILLA ROBERT ]. TRIBECK TIMOTHY ]. NIEMAN LORI ]. McELROY KEVIN M. GOLD CARL D. LUNDBLAD .lAMES E. ELLISON RICHARD E. ARTELL PAUL J. BRUDER, .]Rtl ]OANNE BOOK CHRIST[NE MICHAEL W. WINFI,~LD3 KATHRYN G. SOPHY STEPHANIE E. DIVITTORE KATHLEEN D. BRUDER4's .)OHN M. CO~ES HEATHER Z. KELLY 3AMES]..IAREO([ JENNIFER 71MMERMAN ALSOADMITI'ED TOTHEDISTRICT OF COLUHBZA BAR ALSOADMITTED TOTHEFLOR[DA BAR ALSO ADMITTED TO THE MARYLAND BAR ALSO ADMI1-FED TO THE NEW 1ERSEY BAR ALSO ADMI~rED TO THE NEW YORK BAR RIIOAD~; & ~XNON LlaP ATTORNEYS AT LAW TWELFTH FLOOR ONE SOUTH MARKET SQUARE P.O. BOX 1146 HARRISBURG, PA 17108-1146 TELEPHONE (717) 233-5731 FAX: (717) 231-6676 E M A I L: ssmith@rhoads-sinon.com W E B $ I T E: www.rhoads-sinon.com July 15, 2003 Re: Estate of Frank S. Thomas No. 00458 of 2003 OF COUNSEL HENRY W. RHOADS RETIRED JOHN C. DOWLING PAUL H. RHOADS 1907-1984 FRANK A. SIMON 1910-2003 JOHN M. MUSSELMAN 1919-1980 CLYLE R. HENDERSHOT 1922-1980 DIRECT DIAL NO. (717) 231-6628 FILE NO. 2695/03 Register of Wills Cumberland County Courthouse High and Hanover Streets Carlisle, PA 17013 Dear Sir or Madam: Enclosed please find three original, fully executed Receipts and Releases to be filed in the above captioned Estate. Also enclosed is a check in the amount of $30.00 to cover the filing charge. Kindly time stamp the copies of the Receipt and Releases and return them to us in the enclosed envelope. Thank you for your attention to this request. SAS/shp Enclosures CCi Mr. Ronald K. Thomas (w/encls.) Very truly yours, RHOA,DS & SlrNON LLP 480039.1 YORK: AFFILIATED OFFICE: LANCASTER: STE. 203, 1700 S. DIXIE HWY, BOCA RATON, FL 33432 TELEPHONE (717) 843-1718, FAX (717) 232-1459 TELEPHONE (561) 395-5S95, FAX (561) 395-9497 TELEPHONE (717) 397-4431, FAX (717) 232-1459 IN THE MATTER OF THE ESTATE OF FRANK S. THOMAS, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 00458 YEAR OF 2003 RECEIPT AND RELEASE KNOW ALL MEN BY THESE PRESENTS that the undersigned, GREGORY M. THOMAS, does hereby acknowledge receipt from RONALD K. THOMAS and ALLFIRST TRUST COMPANY OF PENNSYLVANIA, N.A., Co-Executors (hereinafter called "Executors") under the Last Will and Testament of the above-named decedent, of the following: One-third share of decedent's household and personal effects, a listing of which articles is attached hereto as Exhibit "A" in full and complete satisfaction of the bequest to the undersigned contained in ITEM 1 of decedent's Will. IN CONSIDERATION of said distribution, the undersigned does hereby release, remise, quit claim and forever discharge the said Executors of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever for or by reason thereof. AND the undersigned does hereby agree to indemnify and save harmless the said Executors, to the extent of said distribution, against any and all loss, damage, costs, verdicts, judgments, awards and expenses which said Executors may suffer, incur, be put to, pay or lay out by reason of having made distribution of said bequest to the undersigned, and the undersigned agrees to refund to the Executors, upon receipt of such a request from the Executors, any portion of said distribution to which the undersigned is not properly emitled. 476621.1 on the It is the intention of the undersigned to be legally bound by this instrument. IN WITNESS WHEREOF, the undersigned has caused this instrument to be executed dayof '~ ~t,~[7 ,2003. WITNESS: Gregory/~vl. Thomas (SEAL) COMMONWEALTH OF PENNSYLVANIA · COUNTY OF · SS: Onthis, the d~44 dayof ._~.-~©(.d4~--' ,2003, beforeme, aNotary Public in and for the said Commonwealth and Count,, personally appeared GREGORY M. THOMAS, known to me (or satisfactorily proven) to be the person whose name is subscribed to the foregoing Receipt and Release and acknowledged that he executed the same for the purposes therein contained and desires that the same be recorded as such. WITNESS my hand and notarial seal. - . Notary Public My Commission Expires: (SEAL) Room Kitchen Kitchen Kitchen Kitchen Kitchen Kitchen Kitchen Laundry Laundry Laundry Laundry Laundry Laundry Foyer Foyer Foyer Foyer Foyer Foyer Foyer Foyer Foyer Foyer Hallway Hallway Hallway Hallway Hallway Hallway Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Type Furniture Pictures Appliance Appliance Appliance Appliance Appliance Appliance Appliance Furniture Furniture Appliance Tools Furniture Lighting Fumiture Rug Furniture Pictures Pictures Furniture Accessory Accessory Rug Pictures Pictures Pictures Pictures Pictures Furniture Pictures Accessory AcceSsory Lighting Furniture Furniture Quantity 1 2 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 2 1 1 1 1 1 1 2 2 1 1 1 1 1 1 1 1 1 Mom and Dad's Belongings Furniture, Carpets and Accessories Unit Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Description Kitchen Table and 3 Chairs Pear and Peach Pictures 8 x 8 Hotpoint Side by Side Refrigerator Maytag Dishwasher GE Stove and Oven GE Microwave Oven GE Undercounter radio Maytag Dryer Maytag Washer Wicker Shelf Step Stool Dustbuster Step Ladder Gold Framed Mirror Black and Gold Lamp 29 x 42 Credenza Odental Rug 72 x 46 Grandfather Clock Butterfly Pictures 9 x 11 Gold Frame Flower Pictures 25 x 26 Dinning Room Chair Cigarette Holder Brown Ceramic Planter Carpet Runner 30 x 28 ft Duck Picture 32 x 29 May/Dec Flower Picture 17 x 22 Sept/Nov Pictures 12 x 15 Shepherds Roses Picture 31 x 37 The Death Picture 40 x 29 Cherry Dresser 18 x 34 x 45 Special Award Picture Brass Clock Wall Clock Ant Brass Table Lamp with white shade End Table Brass Queen Sized Bed Frame Cost Requested By: Greg and Linda Craig and Tina Kristen Craig and Tina Craig and Tina Craig and Tina Craig and Tina Craig and Tina Melissa and Hudson Melissa and Hudson 1 of 6 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room #2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bath ~2 Bath ~2 Bath #2 Bath ~ Bath ~2 Bath ~2 Bath #1 Bath #1 Bath #1 Bath #1 Bath #1 Bath #1 Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Furniture Furniture Lighting Furniture Pictures Pictures Appliance Pictures Storage Lighting Furniture Accessory Appliance Furniture Accessory Accessory Appliance Accessory Furniture Pictures Accessory Accessory Appliance Appliance Accessory Accessory Miscellaneous Pictures Pictures Furniture Pictures Pictures Lightin{] Lighting Furniture Furniture Furniture Mom and Dad's Belongings Furniture, Carpets and Accessories 1 1 1 1 1 2 1 1 7 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 2 1 2 1 1 Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Queen Sized Mattress Queen sized box spring Lamp table - One shade broken Dark Blue Lounge Chair and Ottoman Am Homestead Summer Picture 16 x 21 Family collages Portable radio Am Homestead Spring Picture 16 x 21 Plastic storage boxes Brass table lamp with white shade Cherry Dresser with Mirror 45 x 21 x 35 Brass Clock Electolux Vacuum Cleaner High Back Chair with wicker seat Trash can Magazine holder Telephone 7 x 8 Silver box Wicker Shelf Pressed flowers Picture 18 x 14 Trash can - small rd Round tray - metal and wood Electric Shaver Bath scales Round tray - plastic Trash can - small rd Chair for disabled person Flower Picture - Gold frame 14 x 14 Butterfly Picture - Gold frame 18 x 21 Pewter Towel Rack Jeff's Family collages 26 x 24 Butterfly Picture - Gold frame 18 x 21 Table Lamp - Gold and White Telephone End Table King Sized Bed Fram King Sized Mattress Melissa and Hudson Melissa and Hudson Melissa and Hudson Melissa and Hudson 2 of 6 Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Closet Master Closet Master Closet Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Furniture Pictures Furniture Furniture Pictures Pictures Furniture Furniture Furniture Furniture Accessory Appliance Accessory Accessory Accessory Pictures Pictures Pictures Storage Accessory Storage Pictures Household Household Furniture Furniture Household Household Household Household Household Furniture Furnitdre Furniture Rug Pictures Accessory 1 2 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 4 1 1 2 1 1 1 1 1 2 1 1 1 5 1 1 1 1 1 Mom and Dad's Belongings Furniture, Carpets and Accessories Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each King Sized Box Springs Hummingbird Pictures 21 x 21 Cherry Secretary Cherry Desk Chair Folding Hands Picture 15 x 17 Our Family Picture 19 x 23 Lamp table Light Blue Lounge Chair Needlepoint Ottoman Dresser 58 x 19 x 32 Jewelry Box TV Set - 19 in Trash Can - Wicker Gold mirrored tray Round Tray Meredith and Melissa Picture 13 x 15 Mother's Family 17 x 20 Ron's Family Collage 26 x 24 Storage Trunks Violin Filing Cabinet - 2 Dr. Village Scenes 17 x 20 9 pc Silver Coffee/Tea Set Hurricane Lamp Candle Holder Stand Cherry Coffee Butler Cut Glass Punch Bowel Brass Candle Holders Sterling Silver Coffee Pot Ceramic Coffee Pot Cut Glass Relish Tray Cherry Dining Room Chairs Cherry Dining Room Hutch Cherry Dining Room Table Oriental Rug 9 x 12 House Picture 16 x 20 Glass Flower Arrangement Greg and Linda Greg and Linda Melissa and Hudson Greg and Linda Greg and Linda Melissa and Hudson Kristen Craig and Tina Craig and Tina Craig and Tina Melissa and Hudson 3 of 6 Dining Room Dining Room Dining Room Dining Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Accessory Accessory Accessory Accessory Furniture Furniture Accessory Accessory Furniture Lighting Lighting Furniture Pictures Pictures Pictures Furniture Furniture Furniture Accessory Pictures Furniture Appliance Appliance Accessory Accessory Lighting Furniture Furniture Furniture Lighting Furniture Furniture Pictures Pictures Lighting Rug Accessory Mom and Dad's Belongings Furniture, Carpets and Accessories 1 1 2 1 1 1 1 1 2 1 1 1 2 1 1 1 1 2 2 1 1 1 1 1 2 1 1 1 1 1 1 1 1 2 1 1 1 Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Oval Glass Tray - 28 in Cornucopia Planter Ceramic jars Silver Tea Set - 4 pc Sofa Bed - Queen Sized End Table - octagon Silver Tray Artificial Flower Arrangement Oak End Tables Clear Glass Table Lamp Ceramic Table Lamp - Salomon Sofa 86 in Bird Pictures with gold frames 18 x 21 Oriental Berdes Picture 31 x 21 Oriental Doves Picture 19 x 22 Cherry TV table set Glass top Mahogany Coffee Table Green leather lounge chairs with ottomans Ceramic vases Orchid Picture with Black Frame 27 x 31 TV Cabinet TV - 27 in zenith VCR Fireplace Tool Set Bronze Candle Holders Bronze Table Lamp 18 in Grandfather Clock - Dad and Moms Cherry Writing Desk Love Seat - 54 in Table Lamp - 25 in Wing back chair Lowry Organ and bench Oriental Painting 27 x 21 French Street Scenes Pictures - 9.5 x 11 Brass Piano Light 14 in Area Rug Sculpted - 9 x 12 Bird Sculpure Kristen Melissa and Hudson and Kristen Greg and Linda Greg and Linda 4 of 6 Living Room Living Room Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room -'Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Accessory Accessory Furniture Furniture Furniture Furniture Furniture Appliance Appliance Appliance Furniture Furniture Furniture Furniture Lighting Pictures Rug Pictures Furniture Pictures Pictures Pictures Furniture Lighting Furniture Furniture Rug Furniture Lighting Accessory Accessory Accessory Acces§ory Accessory Accessory Accessory Accessory Mom and Dad's Belongings Furniture, Carpets and Accessories 1 1 1 1 1 2 1 1 1 1 1 1 1 1 1 1 1 1 1 2 1 1 1 1 2 1 1 2 1 2 1 4 1 1 1 1 1 Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Wedding Picture - Eric and Polly Wedding Picture - Hudson and Melissa Kitchen Table with 4 chairs Wicker Chair Leather Seat Arm Chair Plastic Patio End Tables Stereo Cabinet Tape Deck CD Player Tuner and Record Player Wooden Foot Rest Chest of Drawers - 6 48 in Desk with 4 filing drawers Filing Cabinet - 2 Dr. Desk Lamp Farm House Print 36 x 33 Area Rug - 9 x 12 Picture of girl climbing tree 21 x 36 Cherry Desk Chair Flower Pictures with Gold Frames 15 x 25 St Johns House Picture 24 x 20 Flower Picture - Gold Frame 31 x 41 Nest of Tables - 3 Pewter Table Lamp - 25 in Swivel caster chairs Arm Chair Oriental Carpet - 4 x 6 Bookcases - Mahogony Brass reading lamp Ceramic book end boy and girl Dove music box Christmas plates Ceramic toadstool sculpture Ceramic magnolia sculpture Ceramic jar Pewter chalis Lucite Music Box Eric and Polly Melissa and Hudson Linda Linda o° 5 of 6 Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Deck Storage Room Storage Room Storage Room Storage Room Storage Room Storage Cage Storage Cage Storage Cage Storage Cage Storage Cage Storage Cage Storage Cage Storage Cage Storage Cage Accessory Accessory Accessory Accessory Books Accessory Accessory Furniture Furniture Furniture Accessory Furniture Furniture Furniture Furniture Furniture Furniture Accessory Furniture Miscellaneous Miscellaneous Miscellaneous 2 2 1 2 120 1 1 2 1 1 1 2 1 1 1 2 1 3 2 1 1 1 Mom and Dad's Belongings Furniture, Carpets and Accessories Each Ceramic Parrots Each Pewter Mug Each China plate - Astrological Signs Each Book Ends - Mallards Each Books - Miscellaneous Each Pewter Plate Each Binoculars Each Patio Chairs with cushions Each Chest of Drawers - 6 48 in Each Shelf Unit - 4 shelves - 2 ft Each Brass Planter Each Cedar Chests Each Card Table and 4 chairs Each Computer Table Each Shelf Unit - 4 shelves - 4 ft Each Lawn Chairs Each Umbrella Each Suit cases Each Storage Trunk Each Potty Chair Each Set of crutches Each Walker Eric and Polly Erc and Polly Erc and Polly Ron and Marie 6 of 6 IN THE MATTER OF THE ESTATE OF FRANK S. THOMAS, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 00458 YEAR OF 2003 RECEIPT AND RELEASE KNOW ALL MEN BY THESE PRESENTS that the undersigned, RONALD K. THOMAS, does hereby acknowledge receipt from RONALD K. THOMAS and ALLFIRST TRUST COMPANY OF PENNSYLVANIA, N.A., Co-Executors (hereinafter called "Executors") under the Last Will and Testament of the above-named decedent, of the following: One-third share of decedent's household and personal effects, a'listing of which articles is attached hereto as Exhibit "A" in full and complete satisfaction of the bequest to the undersigned contained in ITEM 1 of decedent's Will. IN CONSIDERATION of said distribution, the undersigned does hereby release, remise, quit claim and forever discharge the said Executors of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever for or by reason thereof. AND the undersigned does hereby agree to indemnify and save harmless the said Executors, to the extent of said distribution, against any and all loss, damage, costs, verdicts, judgments, awards and expenses which said Executors may suffer, incur, be put to, pay or lay out by reason of having made distribution of said bequest to the undersigned, and the undersigned agrees to refund to the Executors, upon receipt of such a request from the Executors, any portion of said distribution to which the undersigned is not properly entitled. 476621.1 It is the intention of the undersigned to be legally bound by this instrument. on the IN WITNESS ~qtEREOF, the undersigned has caused this instmmem to be executed day of jj c, ~ ,2003. WITNESS: Ronald K. Thomas (SEAL) COMMONWEALTH OF PENNSYLVANIA · COUNTY OF ~'"'r-~_ ~ 0 ~;~ · SS: On this, the "--2-1'~ day of ~--. , 2003, before me, a Notary Public in and for the said Commonwealth and County, personally appeared RONALD K. THOMAS, known to me (or satisfactorily proven) to be the person whose name is subscribed to the foregoing Receipt and Release and acknowledged that he executed the same for the purposes therein contained and desires that the same be recorded as such. WITNESS my hand and notarial seal. My Commission Expires:~ . NOTARIAL SEAL (SEAL) REBEC.~ j. UDDIOK, No~ Pub~ Harrtsbar , County My Oomml~.bn _F_xplree July 2,5, Room Kitchen Kitchen Kitchen Kitchen Kitchen Kitchen Kitchen Laundry Laundry Laundry Laundry Laundry Laundry Foyer Foyer Foyer Foyer Foyer Foyer Foyer Foyer Foyer Foyer Hallway Hallway Hallway Hallway Hallway Hallway Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Type Furniture Pictures Appliance Appliance Appliance Appliance Appliance Appliance Appliance Furniture Furniture Appliance Tools Furniture Lighting Furniture Rug Fumiture Pictures Pictures Furniture Accessory Accessory Rug Pictures Pictures Pictures Pictures Pictures Furniture Pictures Acces,~ory AcceSsory Lighting Furniture Furniture Quantit~ 1 2 1 1 1 1 .1 1 1 1 1 1 1 1 1 1 1 1 2 1 1 1 1 1 1 2 2 1 1 1 1 1 1 1 1 1 Mom and Dad's Belongings Furniture, Carpets and Accessories Unit Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Description Cost Kitchen Table and 3 Chairs Pear and Peach Pictures 8 x 8 Hotpoint Side by Side Refrigerator Maytag Dishwasher GE Stove and Oven GE Microwave Oven GE Undercounter radio Maytag Dryer Maytag Washer Wicker Shelf Step Stool Dustbuster Step Ladder Gold Framed Mirror Black and Gold Lamp 29 x 42 Credenza Odental Rug 72 x 46 Grandfather Clock Butterfly Pictures 9 x 11 Gold Frame Flower Pictures 25 x 26 Dinning Room Chair Cigarette Holder Brown Ceramic Planter Carpet Runner 30 x 28 ft Duck Picture 32 x 29 May/Dec Flower Picture 17 x 22 Sept/Nov Pictures 12 x 15 Shepherds Roses Picture 31 x 37 The Death Picture 40 x 29 Cherry Dresser 18 x 34 x 45 Special Award Picture Brass Clock Wall Clock Ant Brass Table Lamp with white shade End Table Brass Queen Sized Bed Frame Requested By: Greg and Linda Craig and Tina Kristen Craig and Tina Craig and Tina Craig and Tina Craig and Tina Craig and Tina Melissa and Hudson Melissa and Hudson 1 of 6 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room #2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bath #2 Bath #2 Bath #2 Bath ~2 Bath #2 Bath #2 Bath #1 Bath #1 Bath #1 Bath #1 Bath #1 Bath #1 Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Furniture Furniture Lighting Furniture Pictures Pictures Appliance Pictures Storage Lighting Furniture Accessory Appliance Furniture Accessory Accessory Appliance Accessory Furniture Pictures Accessory Accessory Appliance Appliance Accessory Accessory Miscellaneous Pictures Pictures Furniture Pictures Pictures Lighting Lighting Furniture Furniture Furniture 1 1 1 1 1 2 1 1 7 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 2 1 2 1 1 Mom and Dad's Belongings Furniture, Carpets and Accessories Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Queen Sized Mattress Queen sized box spring Lamp table - One shade broken Dark Blue Lounge Chair and Ottoman Am Homestead Summer Picture 16 x 21 Family collages Portable radio Am Homestead Spring Picture 16 x 21 Plastic storage boxes Brass table lamp with white shade Cherry Dresser with Mirror 45 x 21 x 35 Brass Clock Electolux Vacuum Cleaner High Back Chair with wicker seat Trash can Magazine holder Telephone 7 x 8 Silver box Wicker Shelf Pressed flowers Picture 18 x 14 Trash can - small rd Round tray - metal and wood Electdc Shaver Bath scales Round tray - plastic Trash can - small rd Chair for disabled person Flower Picture - Gold frame 14 x 14 Butterfly Picture - Gold frame 18 x 21 Pewter Towel Rack Jeff's Family collages 26 x 24 Butterfly Picture - Gold frame 18 x 21 Table Lamp - Gold and White Telephone End Table King Sized Bed Fram King Sized Mattress Melissa and Hudson Melissa and Hudson Melissa and Hudson Melissa and Hudson 2 of 6 Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Closet Master Closet Master Closet Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Furniture Pictures Furniture Furniture Pictures Pictures Furniture Furniture Furniture Furniture Accessory Appliance Accessory Accessory Accessory Pictures Pictures Pictures Storage Accessory Storage Pictures Household Household Furniture Furniture Household Household Household Household Household Furniture Fumitu're Furniture Rug Pictures Accessory 1 2 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 4 1 1 2 1 1 1 1 1 2 1 1 1 5 1 1 1 1 1 Mom and Dad's Belongings Furniture, Carpets and Accessories Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each King Sized Box Spdngs Hummingbird Pictures 21 x 21 Cherry Secretary Cherry Desk Chair Folding Hands Picture 15 x 17 Our Family Picture 19 x 23 Lamp table Light Blue Lounge Chair Needlepoint Ottoman Dresser 58 x 19 x 32 Jewelry Box TV Set- 19 in Trash Can - Wicker Gold mirrored tray Round Tray Meredith and Melissa Picture 13 x 15 Mother's Family 17 x 20 Ron's Family Collage 26 x 24 Storage Trunks Violin Filing Cabinet - 2 Dr. Village Scenes 17 x 20 9 pc Silver Coffee/Tea Set Hurricane Lamp Candle Holder Stand Cherry Coffee Butler Cut Glass Punch Bowel Brass Candle Holders Sterling Silver Coffee Pot Ceramic Coffee Pot Cut Glass Relish Tray Cherry Dining Room Chairs Cherry Dining Room Hutch Cherry Dining Room Table Odental Rug 9 x 12 House Picture 16 x 20 Glass Flower Arrangement Greg and Linda Greg and Linda Melissa and Hudson Greg and Linda Greg and Linda Melissa and Hudson Kristen Craig and Tina Craig and Tina Craig and Tina Melissa and Hudson 3 of 6 Dining Room Dining Room Dining Room Dining Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Accessory Accessory Accessory Accessory Furniture Furniture Accessory Accessory Furniture Lighting Lighting Furniture Pictures Pictures Pictures Furniture Furniture Furniture Accessory Pictures Furniture Appliance Appliance Accessory Accessory Lighting Furniture Furniture Furniture Lighting Furniture Furniture Pictures Pictures Lighting Rug Accessory 1 1 2 1 1 1 1 1 2 1 1 1 2 1 1 1 1 2 2 1 1 1 1 1 2 1 1 1 1 1 1 1 1 2 1 1 1 Mom and Dad's Belongings Furniture, Carpets and Accessories Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Oval Glass Tray - 28 in Cornucopia Planter Ceramic jars Silver Tea Set - 4 pc Sofa Bed - Queen Sized End Table - octagon Silver Tray Artificial Flower Arrangement Oak End Tables Clear Glass Table Lamp Ceramic Table Lamp - Salomon Sofa 86 in Bird Pictures with gold frames 18 x 21 Oriental Berries Picture 31 x 21 Oriental Doves Picture 19 x 22 Cherry TV table set Glass top Mahogany Coffee Table Green leather lounge chairs with ottomans Ceramic vases Orchid Picture with Black Frame 27 x 31 TV Cabinet TV - 27 in zenith VCR Fireplace Tool Set Bronze Candle Holders Bronze Table Lamp 18 in Grandfather Clock - Dad and Moms Cherry Wdting Desk Love Seat - 54 in Table Lamp - 25 in Wing back chair Lowry Organ and bench Oriental Painting 27 x 21 French Street Scenes Pictures - 9.5 x 11 Brass Piano Light 14 in Area Rug Sculpted - 9 x 12 Bird Sculpure Kristen Melissa and Hudson and Kristen Greg and Linda Greg and Linda 4 of 6 Living Room Living Room Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room -.Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Accessory Accessory Furniture Furniture Furniture Furniture Furniture Appliance Appliance Appliance Furniture Furniture Furniture Furniture Lighting Pictures Rug Pictures Furniture Pictures Pictures Pictures Furniture Lighting Furniture Furniture Rug Furniture Lighting Accessory Accessory Accessory Acces{ory Accessory Accessory Accessory Accessory 1 1 1 1 1 2 1 1 1 1 1 1 1 1 1 1 1 1 1 2 1 1 1 1 2 1 1 2 1 2 1 4 1 1 1 1 1 Mom and Dad's Belongings Furniture, Carpets and Accessories Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Wedding Picture - Eric and Polly Wedding Picture - Hudson and Melissa Kitchen Table with 4 chairs Wicker Chair Leather Seat Arm Chair Plastic Patio End Tables Stereo Cabinet Tape Deck CD Player Tuner and Record Player Wooden Foot Rest Chest of Drawers - 6 48 in Desk with 4 filing drawers Filing Cabinet - 2 Dr. Desk Lamp Farm House Print 36 x 33 Area Rug - 9 x 12 Picture of girl climbing tree 21 x 36 Cherry Desk Chair Flower Pictures with Gold Frames 15 x 25 St Johns House Picture 24 x 20 Flower Picture - Gold Frame 31 x 41 Nest of Tables - 3 Pewter Table Lamp - 25 in Swivel caster chairs Arm Chair Oriental Carpet - 4 x 6 Bookcases - Mahogony Brass reading lamp Ceramic book end boy and girl Dove music box Christmas plates Ceramic toadstool sculpture Ceramic magnolia sculpture Ceramic jar Pewter chalis Lucite Music Box Eric and Polly Melissa and Hudson Linda Linda 5 of 6 Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Deck Storage Room Storage Room Storage Room Storage Room Storage Room Storage Cage Storage Cage Storage Cage Storage Cage Storage Cage Storage Cage Storage Cage Storage Cage Storage Cage Accessory Accessory Accessory Accessory Books Accessory Accessory Furniture Furniture Furniture Accessory Furniture Furniture Furniture Furniture Furniture Furniture Accessory Furniture Miscellaneous Miscellaneous Miscellaneous 2 2 1 2 120 1 1 2 1 1 1 2 1 1 1 2 1 3 2 1 1 1 Mom and Dad's Belongings Furniture, Carpets and Accessories Each Ceramic Parrots Each Pewter Mug Each China plate - Astrological Signs Each Book Ends - Mallards Each Books - Miscellaneous Each Pewter Plate Each Binoculars Each Patio Chairs with cushions Each Chest of Drawers - 6 48 in Each Shelf Unit - 4 shelves - 2 ft Each Brass Planter Each Cedar Chests Each Card Table and 4 chairs Each Computer Table Each Shelf Unit - 4 shelves - 4 ft Each Lawn Chairs Each Umbrella Each Suit cases Each Storage Trunk Each Potty Chair Each Set of crutches Each Walker Eric and Polly Erc and Polly Erc and Polly Ron and Marie 6 of 6 IN THE MATTER OF THE ESTATE OF FRANK S. THOMAS, DECEASED 1N THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 00458 YEAR OF 2003 RECEIPT AND RELEASE KNOW ALL MEN BY THESE PRESENTS that the undersigned, JEFFREY A. THOMAS, does hereby acknowledge receipt from RONALD K. THOMAS and ALLFIRST TRUST COMPANY OF PENNSYLVANIA, N.A., Co-Executors (hereinafter called "Executors") under the Last Will and Testament of the above-named decedent, of the following: One-third share of decedent's household and personal effects, a listing of which articles is attached hereto as Exhibit "A" in full and complete satisfaction of the bequest to the undersigned contained in ITEM 1 of decedent's Will. IN CONSIDERATION of said distribution, the undersigned does hereby release, remise, quit claim and forever discharge the said Executors of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever for or by reason thereof. AND the undersigned does hereby agree to indemnify and save harmless the said Executors, to the extent of said distribution, against any and all loss, damage, costs, verdicts, judgments, awards and expenses which said Executors may suffer, incur, be put to, pay or lay out by reason of having made distribution of said bequest to the undersigned, and the undersigned agrees to refund to the Executors, upon receipt of such a request from the Executors, any portion of said distribution to which the undersigned is not properly entitled. 476621.1 on the '~ It is the intention of the undersigned to be legally bound by this instrument. IN WITNESS WHEREOF, the undersigned has caused this instrument to be executed day of ,'~--(.~/(ff/ ,2003. WITNESS: (SEAL) COMMONWEALTH OF PENNSYLVANIA COUNTY OF SS: On this, the day of ~ , 2003, before me, a Notary Public in and for the said Commonwealth and County, personally appeared JEFFREY A. THOMAS, known to me (or satisfactorily proven) to be the person whose name is subscribed to the foregoing Receipt and Release and acknowledged that he executed the same for the purposes therein contained and desires that the same be recorded as such. WITNESS my hand and notarial seal. Notary Public My Oon'~ie~on Explre~ ~~is[i~2tOX~ire s: (SEAL) Room Kitchen Kitchen Kitchen Kitchen Kitchen Kitchen Kitchen Laundry Laundry Laundry Laundry Laundry Laundry Foyer Foyer Foyer Foyer Foyer Foyer Foyer Foyer Foyer Foyer Hallway Hallway Hallway Hallway Hallway Hallway Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Type Furniture Pictures Appliance Appliance Appliance Appliance Appliance Appliance Appliance Furniture Furniture Appliance Tools Furniture Lighting Furniture Rug Furniture Pictures Pictures Furniture Accessory Accessory Rug Pictures Pictures Pictures Pictures Pictures Furniture Pictures Acces{ory AcceSsory Lighting Furniture Furniture Quantity 1 2 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 2 1 1 1 1 1 1 2 2 1 1 1 1 1 1 1 1 1 Mom and Dad's Belongings Furniture, Carpets and Accessories Unit Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Description Kitchen Table and 3 Chairs Pear and Peach Pictures 8 x 8 Hotpoint Side by Side Refrigerator Maytag Dishwasher GE Stove and Oven GE Microwave Oven GE Undercounter radio Maytag Dryer Maytag Washer Wicker Shelf Step Stool Dustbuster Step Ladder Gold Framed Mirror Black and Gold Lamp 29 x 42 Credenza Odental Rug 72 x 46 Grandfather Clock Butterfly Pictures 9 x 11 Gold Frame Flower Pictures 25 x 26 Dinning Room Chair Cigarette Holder Brown Ceramic Planter Carpet Runner 30 x 28 ft Duck Picture 32 x 29 May/Dec Flower Picture 17 x 22 Sept/Nov Pictures 12 x 15 Shepherds Roses Picture 31 x 37 The Death Picture 40 x 29 Cherry Dresser 18 x 34 x 45 Special Award Picture Brass Clock Wall Clock Ant Brass Table Lamp with white shade End Table Brass Queen Sized Bed Frame Cost Requested By: Greg and Linda Craig and Tina Kristen Craig and Tina Craig and Tina Craig and Tina Craig and Tina Craig and Tina Melissa and Hudson Melissa and Hudson 1 of 6 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room #2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bed Room # 2 Bath #2 Bath #2 Bath #2 Bath ~2 Bath #2 Bath ~r2 Bath #1 Bath #1 Bath #1 Bath #1 Bath #1 Bath #1 Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Furniture Furniture Lighting Furniture Pictures Pictures Appliance Pictures Storage Lighting Furniture Accessory Appliance Furniture Accessory Accessory Appliance Accessory Furniture Pictures Accessory Accessory Appliance Appliance Accessory Accessory Miscellaneous Pictures Pictures Furniture Pictures Pictures Lightin~ Lighting Furniture Furniture Furniture 1 1 1 1 1 2 1 1 7 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 2 1 2 1 1 Mom and Dad's Belongings Furniture, Carpets and Accessories Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Queen Sized Mattress Queen sized box spring Lamp table - One shade broken Dark Blue Lounge Chair and Ottoman Am Homestead Summer Picture 16 x 21 Family collages Portable radio Am Homestead Spdng Picture 16 x 21 Plastic storage boxes Brass table lamp with white shade Cherry Dresser with Mirror 45 x 21 x 35 Brass Clock Electolux Vacuum Cleaner High Back Chair with wicker seat Trash can Magazine holder Telephone 7 x 8 Silver box Wicker Shelf Pressed flowers Picture 18 x 14 Trash can - small rd Round tray - metal and wood Electdc Shaver Bath scales Round tray - plastic Trash can - small rd Chair for disabled person Flower Picture - Gold frame 14 x 14 Butterfly Picture - Gold frame 18 x 21 Pewter Towel Rack Jeff's Family collages 26 x 24 Butterfly Picture - Gold frame 18 x 21 Table Lamp - Gold and White Telephone End Table King Sized Bed Fram King Sized Mattress Melissa and Hudson Melissa and Hudson Melissa and Hudson Melissa and Hudson 2 of 6 Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Bed Room Master Closet Master Closet Master Closet Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Dining Room Furniture Pictures Furniture Furniture Pictures Pictures Furniture Furniture Furniture Furniture Accessory Appliance Accessory Accessory Accessory Pictures Pictures Pictures Storage Accessory Storage Pictures Household Household Furniture Furniture Household Household Household Household Household Furniture Furnitdre Furniture Rug Pictures Accessory 1 2 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 4 1 1 2 1 1 1 1 1 2 1 1 1 5 1 1 1 1 1 Mom and Dad's Belongings Furniture, Carpets and Accessories Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each King Sized Box Springs Hummingbird Pictures 21 x 21 Cherry Secretary Cherry Desk Chair Folding Hands Picture 15 x 17 Our Family Picture 19 x 23 Lamp table Light Blue Lounge Chair Needlepoint Ottoman Dresser 58 x 19 x 32 Jewelry Box TV Set - 19 in Trash Can - Wicker Gold mirrored tray Round Tray Meredith and Melissa Picture 13 x 15 Mother's Family 17 x 20 Ron's Family Collage 26 x 24 Storage Trunks Violin Filing Cabinet - 2 Dr. Village Scenes 17 x 20 9 pc Silver Coffee/Tea Set Hurricane Lamp Candle Holder Stand Cherry Coffee Butler Cut Glass Punch Bowel Brass Candle Holders Sterling Silver Coffee Pot Ceramic Coffee Pot Cut Glass Relish Tray Cherry Dining Room Chairs Cherry Dining Room Hutch Cherry Dining Room Table Oriental Rug 9 x 12 House Picture 16 x 20 Glass Flower Arrangement Greg and Linda Greg and Linda Melissa and Hudson Greg and Linda Greg and Linda Melissa and Hudson Kristen C['aig and Tina Craig and Tina Craig and Tina Melissa and Hudson 3 of 6 Dining Room Dining Room Dining Room Dining Room Living Room Living Room Living Room Living Room Living Room Living Room' Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Living Room Accessory Accessory Accessory Accessory Furniture Furniture Accessory Accessory Furniture Lighting Lighting Furniture Pictures Pictures Pictures Furniture Furniture Furniture Accessory Pictures Furniture Appliance Appliance Accessory Accessory Lighting Furniture Furniture Furniture Lighting Furniture Furniture Pictures Pictures Lighting Rug Accessory 1 1 2 1 1 1 1 1 2 1 1 1 2 1 1 1 1 2 2 1 1 1 1 1 2 1 1 1 1 1 1 1 1 2 1 1 1 Mom and Dad's Belongings Furniture, Carpets and Accessories Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Oval Glass Tray - 28 in Cornucopia Planter Ceramic jars Silver Tea Set - 4 pc Sofa Bed - Queen Sized End Table - octagon Silver Tray Artificial Flower Arrangement Oak End Tables Clear Glass Table Lamp Ceramic Table Lamp - Salomon Sofa 86 in Bird Pictures with gold frames 18 x 21 Oriental Berries Picture 31 x 21 Oriental Doves Picture 19 x 22 Cherry TV table set Glass top Mahogany Coffee Table Green leather lounge chairs with ottomans Ceramic vases Orchid Picture with Black Frame 27 x 31 TV Cabinet TV - 27 in zenith VCR Fireplace Tool Set Bronze Candle Holders Bronze Table Lamp 18 in Grandfather Clock - Dad and Moms Cherry Writing Desk Love Seat - 54 in Table Lamp - 25 in Wing back chair Lowry Organ and bench Oriental Painting 27 x 21 French Street Scenes Pictures - 9.5 x 11 Brass Piano Light 14 in Area Rug Sculpted - 9 x 12 Bird Sculpure Kristen Melissa and Hudson and Kristen Greg and Linda Greg and Linda 4 of 6 Living Room Living Room Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room -'Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Lower Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Accessory Accessory Furniture Furniture Furniture Furniture Furniture Appliance Appliance Appliance Furniture Furniture Furniture Furniture Lighting Pictures Rug Pictures Furniture Pictures Pictures Pictures Furniture Lighting Furniture Furniture Rug Furniture Lighting Accessory Accessory Accessory Accessory Accessory Accessory Accessory Accessory 1 1 1 1 1 2 1 1 1 1 1 1 1 1 1 1 1 1 1 2 1 1 1 1 2 1 1 2 1 2 1 4 1 1 1 1 1 Mom and Dad's Belongings Furniture, Carpets and Accessories Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Each Wedding Picture - Eric and Polly Wedding Picture - Hudson and Melissa Kitchen Table with 4 chairs Wicker Chair Leather Seat Arm Chair Plastic Patio End Tables Stereo Cabinet Tape Deck CD Player Tuner and Record Player Wooden Foot Rest Chest of Drawers - 6 48 in Desk with 4 filing drawers Filing Cabinet - 2 Dr. Desk Lamp Farm House Print 36 x 33 Area Rug - 9 x 12 Picture of girl climbing tree 21 x 36 Cherry Desk Chair Flower Pictures with Gold Frames 15 x 25 St Johns House Picture 24 x 20 Flower Picture - Gold Frame 31 x 41 Nest of Tables - 3 Pewter Table Lamp - 25 in Swivel caster chairs Arm Chair Oriental Carpet - 4 x 6 Bookcases - Mahogony Brass reading lamp Ceramic book end boy and girl Dove music box Christmas plates Ceramic toadstool sculpture Ceramic magnolia sculpture Ceramic jar Pewter chalis Lucite Music Box Eric and Polly Melissa and Hudson Linda Linda 5 of 6 Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Sun Room - Upper Deck Storage Room Storage Room Storage Room Storage Room Storage Room Storage Cage Storage Cage Storage Cage Storage Cage Storage Cage Storage Cage Storage Cage Storage Cage Storage Cage Accessory Accessory Accessory Accessory Books Accessory Accessory Fumitura Furniture Furniture Accessory Furniture Furniture Furniture Furniture Furniture Furniture Accessory Furniture Miscellaneous Miscellaneous Miscellaneous 2 2 1 2 120 1 1 2 1 1 1 2 1 1 1 2 1 3 2 1 1 1 Mom and Dad's Belongings Furniture, Carpets and Accessories Each Ceramic Parrots Each Pewter Mug Each China plate - Astrological Signs Each Book Ends - Mallards Each Books - Miscellaneous Each Pewter Plate Each Binoculars Each Patio Chairs with cushions Each Chest of Drawers - 6 48 in Each Shelf Unit - 4 shelves - 2 ff Each Brass Planter Each Cedar Chests Each Card Table and 4 chairs Each Computer Table Each Shelf Unit - 4 shelves - 4 ft Each Lawn Chairs Each Umbrella Each Suit cases Each Storage Trunk Each Potty Chair Each Set of crutches Each Walker Eric and Polly Erc and Polly Erc and Polly Ron and Marie 6 of 6 REV-1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. Z80601 HARRISBURG, PA 171Z8-0601 REV-1500 CAPB HpRL EpIO CRAC KOTK ES cg R E C A P I T U L A T I O N C O M ×I T I 0 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Thomas Frank S. DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 05/28/2003 I 05/08/1913 (IF APPLICABLE) SURV{V{NG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICIAL USE ONLY FILE NUMBER 21-03-00458 COUNTY CODE YEAR NUMBER SOC{AL SECURITY NUMBER 195-07-8105 THIS RETURN MUST BE FILED IN DUPMCATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER  1. Original Return ~ 247! Supp]emental Return 4. Limited Estate . Future lnterest Compromise (date of death after 12-1Z-87) 5. Decedent Died Testate Decedent Maintained a Living Trust (Attach copy of Will) (Attach copy of Trust) I I 9. Litigation Proceeds Received I 110. Spousal Poverty Credit (date of death between lZ-31-91 and 1 - 1-95) (date of death 3. Remainder Return priorto 12-13-~,') 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach ScL O) NAME Robert L. Keck, V. P. & T. O. TFIRMNA~E0fAPpIicable) Manufacturers and Traders rust Company, Successor to Allfirst Trust Company of PA~ N.A. TELEPHONE NUMBER 717/255-2148 COMPLETE MAILING ADDRESS 213 Market Street Harrisburg, PA t7101_, 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or (3) Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6, Jointly Owned Property (Schedule F) (6) [~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 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) 13. 14. 180,000.00 489,209.28 None None 58,457.19 4,249.58 -0- 66,165.55 6,522.43 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) OFFICIAL USE ONLY (8) 731,916.05 (11) 72,687.98 (lZ) 659,228.07 (13) (14) 659,228.07 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 15. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 15. Amount of Line 14 taxable at collateral rate 19. Tax Due 0.00 X .00 659,228.07 X .045 0.00 X .12 0.00 X .15 (15) 0.00 (15) 29,665.26 (17) 0.00 (18). O. 00 (19) 29,665.26 Copyright (c) Z000 form software only The Lackner Group, Inc. Form REV- 1500 EX (Rev. 6-00) REV- 1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Frank S. Thomas SS# 195-07-8105 SCHEDULE A REAL ESTATE 05/28/2003 FILENUMBER 21-03-00458 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 willing 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 NUMBER DESCRIPTION Condominium, 3600 Logan Court #l-A, Camp Hill, PA (Map Reference 19, J-2). One Story Unit of Brick and Stucco Construction with Asphalt Roof and Six Rooms, 25 years old. Value based upon sale price by Co-Executors to Robert L. Setzer and Mary Jane L. Setzer. TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) VALUE AT DATE Of DEATH 180,000.00 $ 180,000.00 Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97) REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Frank S. Thomas SS# 195-07-8105 05/28/2003 21-03-00458 All property jointly-owned with right of survivorship must be disclosed on Schedule F. VALUE AT DATE ITEM DESCRIPTION UNITVALUE NUMBER OFDEATH RECEIVED FROM FRANK THOMAS TRUST: 1 4,000 shares Allied Irish Bks Plc Spons ADS, CUSIP 30.405 121,620.00 #019228402 2 200 shares Fannie Mae, CUSIP #313586109 73.54 14,708.00 3 278.731 units Nuveen PA Muni Bond Fund A #1193, CUSIP 10.58999 2,951.76 #67065L740 Accrued Dividend 10.73 4 500 shares Tyco International Ltd, CUSIP #902124106 18.05 9,025.00 5 $10,000 U. S. Treasury Note 3.625 due 8/31/03, CUSIP 10,065.63 #9128277C0 Accrued Interest 87.67 6 $15,000 U. S. Treasury Note 3.625% due 8/31/03, CUSIP 15,098.44 #91287710 Accrued Interest 131.50 7 $25,000 Federal Home Loan Bk 2.25% due 8/13/04, CUSIP 25,304.69 #3133MQUW2 Accrued Interest 160.94 8 $25,000 Federal Home Loan Mtg 3% due 4/25/07, CUSIP 25,481.75 #3128XO6G9 Accrued Interest 68.75 9 $25,000 Federal Home Loan Bks 5.8%, CUSIP #3133MFJE9 25,062.50 Accrued Interest 636.39 10 $25,000 Federal National Mtg Assn 2.75% due 5/4/05, 25,164.06 CUSIP #31359MPQ0 Accrued Interest 45.83 11 $25,000 Federal National Mtg Association as 3.52% due 25,460.94 4/21/08, CUSIP #3136F3KZ8 Accrued Interest 90.44 Total of Continuation Schedule(s) 188,034.26 TOTAL(Alsoenteronline2, Recapitulation) 489,209.28 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97) Estate of: Frank S. Thomas Soc Sec #: 195-07-8105 Date of Death: 05/28/2003 Item Description Continuation of Schedule B (Stocks and Bonds) Unit Value Value at Date of Death 12 13 14 15 16 17 $25,000 Federal National Mtg as 4% due 10/28/09, CUSIP #3136FNY8 Accrued Interest $25,000 Federal National Mtg Assn 5.25% due 4/15/07, CUSIP #31359MMP5 Accrued Interest $25,000 Federal National Mtg Assn 5.5% due 5/2/06, CUSIP #31359MHX4 Accrued Interest $25,000 SBC Communications 5.75% due 5/2/06, CUSIP #78387GAF0 Accrued Interest $25,000 Target Corp 5.5% due 4/1/07, CUSIP #87612EAD8 Accrued Interest $50,000 U. S. Treasury Note 3.625% due 3/31/04, CUSIP #912828AA8 Accrued Interest 25,468.75 83.33 27,890.63 156.77 27,484.38 99.31 27,596.42 103.82 27,599.03 217.71 51,046.88 287.23 188,034.26 REV-1508 EX + (1-97) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Frank S. Thomas SS~/ 195-07-8105 05/28/2003 21-03-00458 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorshil~ must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 10,395.00 1 2 3 4 5 6 7 8 9 10 11 Bethany Village - Refund of Deposit for a New Apartment Keystone Health Plan Central - Senior Blue Premium Refund Maxim HealthCare Services, Inc. Refund MetLife Dividend on Policy #17-166-773-A Received from Frank S. Thomas Trust Received from Lois P. Thomas Estate Reimbursements Robert L. and Mary Jane L. Setzer Taxes - 8/22 - 12/31/03 on sale of 3600 Hill, PA The Patriot-News Co. Refund UNUM Life Zembo Emergency Fund 2003 Ford Taurus Sale Price Household Tangible Property - Value Hobbie, Auctioneers - ARK Money Market Portfolio - Final Reserve for Pro-Rata Share of County Logan Court #l-A, Camp per Appraisal by William W. 94.00 825.00 14.97 19,629.11 8,034.07 123.14 129.90 1,000.00 12,500.00 5,712.00 TOTAL (Also enter on line 5, Recapitulation) $ 58,457.19 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1508 EX (Rev. 1-97) REV-1509 EX + 0-97) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY iNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Frank S. Thomas SS~/ 195-07-8105 05/28/2003 FILE NUMBER 21-03-00458 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A.Ronald K. Thomas Son 525 Carol Street New Cumberland, PA 17070 JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH Include name of financial institution and bank ITEM FOR JOINT MADE account number or similar identifying number. DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT Attach deed for Jointly-held realestate, VALUE OF ASSET INTEREST DECEDENT'S INTERES 1 A 09/04/02 Allfirst Bank Checking 4,249.58 100.00Y~i 4,249.58 Account ~//00853- 5842- 8 TOTAL (Also enter on line 6, Recapitulation) $ 4,249.58 (If more space is needed insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1509 EX (Rev. 1-97) REV-1~ 10 EX + (1-97) SCHEDULE G INTER-VIVOS TRANSFERS & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Frank S. Thomas SS~/ 195-07-8105 05/28/2003 21-03-00458 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DESCRIPTION OF PROPERTY % OF ITEM INCLUDE THE NAME OF THE TRANSFERE~THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER, NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABL~ 1 Allfirst Trust Company of PA, NA, Trustee Under Agreement dated 9/25/99 with Frank S. Thomas, Settlor. Upon death of Settlor, Trust terminated and Assets wer distributed to the Personal Representative of the Estate. See Schedule B Item 1-17 See Schedule E Item 5 TOTAL(Alsoenteronline7, Recapitulation) $ 0.00 (If more space is needed, insert additional sheets of the same raze) Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1510 EX (Rev. 1-97) EV- 1511 EX + (1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Frank S. Thomas SS~/ 195-07-8105 05/28/2003 21-03-00458 Debts of decedent must be rel~orted on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 1 2 3 Bo 4° 8 9 10 11 12 FUNERAL EXPENSES: Gregory M. Thomas - Funeral Attendance Expense Musselman Funeral Home & Cremation - Funeral Expense Ronald K. Thomas - Reimbursement for Wake at Catalanos Total of Continuation Schedule(s) ADMINISTRATIVE COSTS: Personal Representative's Commissions l~anufacturers a~d Traders Trust Company Name of Personal Representative(s)Successor tO Allfirst Trust Co. of PA Social Security Number(s) / EIN Number of Personal Representative(s) 52-2206238 N.~ Street Address 213 Market Street City Harrisbur~ State PA Zip 17101 Year(s) Commission Paid: Attorney's Fees Rhoads and Sinon, LLP Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs AT&T - Telephone Expense Comcast Cable - Utility Expense - Final Bill Condo Fee 7/1 - 8/22/03 on sale of 3600 Logan Court f/l-A, Camp Hill, PA Cumberland County Register of Wills Short Certficate Cumberland Law Journal - Cost of Advertising and Proof of of Publication 2,701.21 6,851.90 1,040.92 1,370.00 27,000.00 22,500.00 483.00 70.35 10.23 565.22 3.00 75.00 Total of Continuation Schedule(s) 3,494.72 TOTAL (Also enter on line 9, Recapitulation) $ 66,165.55 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) Estate of: Frank S. Thomas Soc Sec #: 195-07-8105 Date of Death: 05/28/2003 Item Description Continuation of Schedule H-A (Funeral Expenses) Amount Ronald K. Thomas Reimbursement for Rolling Green Cemetery Company Interment Fee 1,370.00 1,370.00 Estate of: Frank S. Thomas Soc Sec #: 195-07-8105 Date of Death: 05/28/2003 Item Description Continuation of Schedule H-B4 (Probate Fees) Amount Cumberland County Register of Wills Probate Fee 483.00 483.00 Estate of: Frank S. Thomas Soc Sec #: 195-07-8105 Date of Death: 05/28/2003 Item Description Continuation of Schedule H-B7 (Other Administrative Costs) Amount 13 14 15 16 17 18 19 20 21 22 23 24 25 26 Hobble Auctioneers Appraisal of Items of Frank S. Thomas at 3600 Logan Court, Unit iA, Camp Hill, PA Kathryn W. Fetrow, Treasurer - Real Estate Taxes - For Tax Certification Marsh Advantage America - Liability Insurance Premium Peerless Insurance Company - Homeowners Insurance Premium PPL Electric Utilities - Utility Expense - Final Bill Realty Transfer Tax - on sale of 3600 Logan Court #i-A, Camp Hill, PA Recorder of Deeds Recording Release of Mortgage on sale of 360 Logan Court #l-A, Camp Hill, PA Rhoads & Sinon, LLP - Mailing, Copying, etc. Costs Robert L. and Mary Jane L. Setzer- Pro-Rata Share of School Taxes 8/1 8/22/03 on sale of 3600 Logan Court #i-A, Camp Hill, PA Ronald K. Thomas - Reimbursement for Payment of PPL Electric Bill Ronald K. Thomas - Reimbursement for Payment of Repair of Plumbing Leak by Cropf Bros, Inc. Ronald K. Thomas - Reimbursement for Payment of Monthly Peerless Insurance Homeowners Premium The Patriot-News Co. Cost of Advertising and Proof of Publication Verizon - Telephone Expense 225.00 3.00 70.00 70.55 29.44 1,800.00 27.00 500.00 189.22 80.90 267.39 46.28 153.25 32.69 3,494.72 REV-1512 EX + (1-97) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Frank S. Thomas SS# 195-07-8105 05/28/2003 21-03-00458 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 Outstanding Check 758.00 4 8 9 10 11 12 13 14 15 16 17 Allfirst Bank Checking Account #00853-5842-8 #5414 Allfirst Bank Checking Account #00853-5842-8 #5415 Outstanding Check Allfirst Bank Checking Account #00853-5842-8 #5416 Outstanding Check Allfirst Bank Checking Account #00853-5842-8 #54i7 Outstanding Check Allfirst Bank Checking Account #00853-5842-8 - Outstanding Check #5418 Allfirst Bank Checking Account #00853-5842-8 #5419 Outstanding Check Allfirst Bank Checking Account #00853-5842-8 - Outstanding Check #5420 Allfirst Bank Checking Account #00853-5842-8 - Outstanding Check #5438 Allfirst Bank Checking Account #00853-5842-8 #5439 Outstanding Check Allfirst Bank Checking Account #00853-5842-8 #5440 Outstanding Check Allfirst Bank Checking Account #00853-5842-8 #544i Outstanding Check Allfirst Trust Company of PA, NA - Trustee Fee AT&T - Telephone Expense Bankcard Services Account #5490-9988-0104-1956 Balance Due Boscov's Credit Card Master Trust - Balance on Account #205193251 Comcast Cable Utility Expense East Shore Oncology - Medical Expense 539.56 25.00 111.80 89.48 39.64 1,000.00 107.15 190.00 900.00 430.00 507.89 34.17 381.28 69.99 39.64 20.00 Total of Continuation Schedule(s) 1,278.83 TOTAL (Also enter on line 10, Recapitulation) $ 6,522.43 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) Estate of: Frank S. Thomas Soc Sec #: 195-07-8105 Date of Death: 05/28/2003 Continuation of Schedule I (Debts of Decedent, Mortgage Liabilities and Liens) Item Description Amount 18 19 20 Holy Spirit Hospital - Medical Expense The Johns Hopkins University - Medical Expense Verizon - Telephone Expense 114.00 1,100.00 64.83 1,278.83 REV-1513 EX + (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Frank S. Thomas SS~ 195-07-8105 05/28/2003 21-03-00458 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE II. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1 Gregory M. Thomas 7522 Inverness Lakes Drive Fort Wayne, IN 46804 Jeffrey A. Thomas 2357 Eash Shrewsbury Run Collierville, TN 38017 Ronald K. Thomas 525 Carol Street New Cumberland, PA 17070 S on S on Son 1/3 Share of Residue 1/3 Share of Residue 1/3 Share of Residue ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: Ao SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) Decedent's Complete Address: STREET ADDRESS 3600 iA Lo~an Court CITY Camp Hill Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 0.00 25,000.00 1,315.79 STATE I ziP PA 17011 (1) Total Credits ( A + B + C ) (2) 29,665.26 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT, Check box on Page 1 Line 20 to request a refund (4) $. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A, This is the BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retaintheuseorincomeofthepropertytransferred; ......................... [~ I~ 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? ................................ I~ ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............................................. I~ ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ ~ ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, 26,315.79 0.00 0.00 3,349.47 0.00 3,349.47 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 know]edge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Manufacturers and TT~_de~_r_s- Trust Company DATE Successor to Allj~ir-~-t~Tru-s~xCojnpany of F ..... SmNATURE OF PREPARER OTHER THAN REPRESENTAT,VE Robert L. K~k,~.P. & ~/.'~Rona~d K. 213 Market St~et ~/~ Thomas For dates of death on or after July 1, 1994 and before Janua~ 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the survivin~ spouse is 3% [72 P.S. 9116 (a) (1.1) (i)]. For dates of death on or after Janua~ 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statuto~ requirements for disclosure of assets and filin~ a tax return are still applicable even if the survivin~ spouse is the only beneficial. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twen~-one years of a~e or youn~er at death to or for the use of a natural parent, an adoptive paremt, or a stepparent of the child is 0% [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 4.6%, except as noted in 72 P.S. 9116(1.2) [72 P.S. S~ ~(~)(~)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A siblin~ is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) Z000 form software only The Lackner Group, Inc. Form R~V-~ ~00 ~X (Rev. 6-00) Register of Wills of CUMBERLAND INVENTORY County, Pennsylvania Estate of Frank S. Thomas also known as Ronald K. Thomas and Manufacturers and Traders Trust Company of PA, N.A. No. 21-03-00458 DateofDeath 05/28/2003 ,Deceased SocialSecuri~ No. 195-07-8105 Trust Company, Successor to Allfirst Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Rhoads & Sinon, LLP Name of Attorney: Stanley A. Smith, Esquire I.D. No.: 33782 Address: One South Market Square Telephone: Harrisburg, PA 17108 717/233-5731 Description continuation pa~e(~) attault~d) Personal Representative Manufacturers and Traders Trust Company, Successo~ Allfirst Trust Company of · ~fi~ald K. Thomas Address: 213 Market Street Harrisburs, PA 17101 Telephone: 717/255- 2148 Dated: Value ! ?epar~d ~y- the FenpsyJvan{a Bar Assoc:,atfon Copyright ~c) 1996 form software only CPSystems, inc. Form ~RW-~ (1992) Estate of: Date of Death: County: Frank S. Thomas 05/28/2003 Cumberland INVENTORY CASH: Bethany Village - Refund of Deposit for a New Apartment Keystone Health Plan Central Senior Blue Premium - Refund Maxim HealthCare Services, Inc. - Refund MetLife - Dividend on Policy #17-166-773-A Received from Frank S. Thomas Trust A~RK Money Market Portfolio Received from Lois P. Thomas Estate Final Reserve for Reimbursements Robert L. and Mary Jane L. Setzer Pro-Rata Share of County Taxes - 8/22 12/31/03 on sale of 3600 Logan Court #l-A, Camp Hill, PA The Patriot-News Co. Refund Life - Zembo Emergency Fund PERSONAJ~ PROPERTY: 2003 Ford Taurus Sale Price Household Tangible Property - Value per Appraisal by William W. Hobbie, Auctioneers 10,395.00 94.00 825.00 14.97 19,629.11 8,034.07 123.14 129.90 1,000.00 12,500.00 5,712.00 40,245.19 i8,212.00 Estate of: Date of Death: County: Frank S. Thomas 05/28/2003 Cumberland STOCKS/LISTED: 4,000.000 shares Allied Irish Bks Plc Spons ADS 200.000 shares Fannie Mae 278.731 units Nuveen PA Muni Bond Fund A #1193 Accrued Dividend 500.000 shares Tyco International Ltd BONDS: $10,000 U. S. Treasury Note 3.625 due 8/31/03 Accrued Interest $15,000 U. S. Treasury Note 3.625% due 8/31/03 Accrued Interest $25,000 Federal Home Loan Bk 2.25% due 8/13/04 Accrued Interest $25,000 Federal Home Loan Mtg 3% due 4/25/07 Accrued Interest $25,000 Federal Home Loan Bks 5.8% Accrued Interest $25,000 Federal National Mtg Assn 2.75% due 5/4/05 Accrued Interest $25,000 Federal National Mtg Association as 3.52% due 4/21/08 Accrued Interest $25,000 Federal National Mtg as 4% due 10/28/09 Accrued Interest 121,620.00 14,708.00 2,951.76 10.73 9,025.00 10,065.63 87.67 15 098.44 131.50 25 304.69 160.94 25,481.75 68.75 25,062.50 636.39 25,164.06 45.83 25,460.94 90.44 25 468.75 83.33 148,315.49 Estate of: Date of Death: County: Frank S. Thomas 05/28/2003 Cumberland $25,000 Federal National Mt9 Assn 5.25% due 4/15/07 Accrued Interest 27,890.63 156 77 $25,000 Federal National Mtg Assn 5.5% due 5/2/06 Accrued Interest 27,484 38 99 31 $25,000 SBC Communications 5.75% due 5/2/06 Accrued Interest 27,596 42 103 82 $25,000 Target Corp 5.5% due 4/1/07 Accrued Interest 27,599 03 217 71 $50,000 U. S. Treasury Note 3.625% due 3/31/04 Accrued Interest 51,046 88 287 23 340,893.79 REAL ESTATE/PA: Condominium, 3600 Logan Court #l-A, Camp Hill, PA (Map Reference 19, J-2) . One Story Unit of Brick and Stucco Construction with Asphalt Roof and Six Room, 25 years old. - Value based upon sale price by Co-Executors to Robert L. Setzer and Mary Jane L. Setzer. TOTAL RECEIPTS OF PRINCIPAL ............... 180,000.00 180,000.00 727,666.47 BUREAU OF ZNDTVTDUAL TAXES TNHERTTANCE TAX DIVTSTGN DEPT. 280601 HARRTSBUR~, PA 17128-0601 COHNONWEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOTZCE OF INHERZTANCE TAX APPRA/SENENT, ALLO#ANCE OR D/SALLONANCE OF DEDUCT/ONS AND ASSESSMENT OF TAX ROBERT L KECK H & T TRUST CO 213 HARKET ST ~ HmS PA 17101* DATE ESTATE OF DATE OF DEATH FZLE NUMBER COUNTY ACN 01-05-200~ THOMAS FRANK S 05-28-2005 21 05-0~58 CUHBERLAND 101 Aeount Remitted I HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THZS LZNE ~ RETAZN LO#ER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (:01-03) NOTICE OF TNHERZTANCE TAX APPRAZSENENT, ALLOWANCE OR DTSALLOWANCE OF DEDUCTZONS AND ASSESSMENT OF TAX ESTATE OF THOHAS FRANK S FZLE NO. 21 03-0~58 ACN 101 DATE 01-05-200~ TAX RETURN NAS: (X) ACCEPTED AS F/LED ( ) CHAN6ED RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~ete (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Hold Stock/Partnership /ntorost (Schedule C) (3) ~. Nortgagos/Notos Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Tote1 Assets APPROVED DEDUCTZONS AND EXENPTZONS: 9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H) (9) 10. Dobts/Nortgago Liabilities/Liens (Schedule /) (10) 11. Total Deductions 12. Not Value of Tax Return 180~000.00 ~89~209.28 .00 .00 58;~57.19 ~2~9.58 .00 (8) NOTE: To insure proper credit to your account, subeit the upper portion of this fore with your tax payment. 731,916.05 66,165.55 6.522.~$ (/1) 72.687.98 (12) 659,228.07 13. 1/,. NOTE: Charitable/Governmental Bequests; Non-elected 911:3 Trusts (Schedule J) [1:3) . O0 Not Value of Estate Subject to Tax (14) 659,228.07 Z'F an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~leot ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Aeount of Line lq at Spousal rate 16. Amount of Line lq taxable at LinoaZ/Cless A rate 17. Amount of Line 14 at Sibling rate 18. Aeount of Line lq taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREBZTS: 08-28-2005 I CD002955 D/SCOUNT (~) ZNTEREST/PEN PAZD (-) (~$) .00 x 00 = .00 (16) 659,228.07 x 0~.5: 29,665.26 (~7) .00 x 1Z = .00 (18) .00 X 15 = .00 (/,~)= 29,665.26 AHOUNT PAZD PAYMENT HUST BE MADE BY 02-28-200~. 1,:515.79 25,000.00 ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZT/ONAL ZNTEREST. TOTAL TAX CREDZT 26,515.79 BALANCE OF TAX DUE] $,3~9.~t7 ZNTEREST AND PEN. I .00 TOTAL DUE I 3, $49. ~7 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REQUZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORN FOR ZNSTRUCTZONS. ) RESERVATION: PURPOSE OF NOT[CE: PAYMENT: REFUND (CR): OBJECTIONS: ADH[N- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 1981 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collataral) beneficiaries of the decedent after the expiration of any estate for life or for years, tho Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful CIass B (collateral) rate on any such futura interest. To fulfill the requirements of Section 21qO of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. [7Z P.S. Section 91q0). Detach the top portion of this Notice and submit with your payment to the Register of Rills printed on tho reverse side. --Make check or money order payable to: REGISTER OF #ILLS, AGENT A refund of a tax credit, ahich was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available at the Office of the Register of Hills) any of the 23 Revenue District Offices) or by calIing the special Zq-hour answering service for forms ordering: 1-800-362-1050; services for taxpayers with special hearing and / or speaking needs: 1-800-q~7-3010 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax [including discount or interest) as shown on this Notice must object within sixty [60) days of receipt of this Notice by: --written protest to tho PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 17118-1011, OR --election to have the matter determined at audit of the account of tho personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (33 calendar months after the decedent's death, a five percent (SZ) discount of the tax paid is allowed. The 1SI tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in tho the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became dsllnquant before January 1, 198Z bear interest at the rate of six [61) percent per annum calculated at a daily rata of .OOO16q. All taxes which became delinquent on and after January 1, 1981 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through Z005 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 207. .000548 1987 91 .000247 1999 71 .000191 1983 16Z .000438 1988-1991 111 .000301 ZOO0 81 .000119 1984 111 . 000301 1991 9Z . 000147 2001 91 . 000147 1985 131 .000356 1993-1994 71 .000191 ZOOZ 62 .000164 1986 XOZ .000174 1995-1998 9Z .000247 ZO0~ 51 .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINI~UENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calcuIation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BURE.AU OF INDI~/IDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003589 ALLFIRST TR CO OF PA, N.A. 213 MARKET STREET HARRISBURG, PA 17101 ........ fold ESTATE INFORMATION: SSN: 195-07-8105 FILE NUMBER: 2103-0458 DECEDENT NAME: THOMAS FRANK S DATE OF PAYMENT: 02/20/2004 POSTMARK DATE: 02/19/2004 COUNTY: CUMBERLAND DATE OF DEATH: 05/28/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $275.51 TOTAL AMOUNT PAID: $275.51 :REMARKS: ~--' SEAL CHECK# 400049246 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV- 1500 EX * (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OEPT. 28o6o RESIDENT DECEDENT HARRISBURG, PA 17128-0601 ED IDECEDENT'S NAME (LAST' FIRST' ANi MIDDLE INITIAL)Thomas Frank S. c DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) E D 05/28/2003 05/08/1913 E (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MI DDLE INITIAL) N T CAPB HpRL EpIO cDAC v~TK "'ES R E C A P I T U L A T I O N C O R R E S C O M ×I T I 0 OFFICIAL USE ONLY FILE NUMBER 21- 03- 00458 COUNTYCODE YEAR NUMBER SOCIAL SECURITY NUMBER 195-07-8105 THIS RETURN MUST BE FILED IN DUPUCATE VVITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER REV-I$00 INHERITANCE TAX RETURN 1. original Return ~ Z. Supplemental Return ~ 4. Limited Estate 4a. Future Interest Compromise (date of death after 12-12-82) 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 0 (Attach copy of Will) (Attach copy of Trust) r'~ 9. Litigation Proceeds Received ~-~ 10. Spousal Poverty Credit r--] (date of death between 12-31~91 and 1-1-95) NAME Robert L. Keck, V.P. & T.O. (date of death _, 3. Remainder Return prior to 12-13-8~) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch O) ICOMPLETE MAILING ADDRESS 213 Market Street f Harrisburg, PA 17101 FIRM NAME0fAppII~bI~ Manufacturers and Traders Company~ Successor to Allfirst Trust CD. TELEPHONE NUMBER PA, N.~ 717./255-Z148 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or (3) Sole -Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) $. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 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) 13. 14. 6,23 ~One None None 110.00 None Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) OFFICIAL ~ ONLY (8) 6,232.38 (11) 110.00 (lZ) 6,122.38 (13) (14) 6,122.38 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(aX1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 0.00 x .0 0 (15) 0.00 6,122.38 x .0 45 (16) 275.51 0.00 x .12 (17) 0.00 0.00 x .~s (~8) 0.00 19. Tax Due (19) 275.51 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STR~-~- ~ ADDRESS 3600 iA Lo~an Court CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 275.51 Total Credits ( A + B + C ) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This rs the TAX DUE. (5) 275.51 A. Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 275.51 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ......................... r-~ r~ 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? ................................ r--] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............................................. r~ ~'~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ [] ~] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, .... -~OU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of per~Tlare that I ~ave examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, ,,SIGNATURE OF~ERSON RESPON.~LF.~OR FILING RETURN Nanufacturers and Traders Trust Co DATE "~_, / /~ Successor to Allfirst Trust Co. Of'PA, ~,,,~/~r ~.*__~ _ --N-~_~i~-d-~Rb-~-ia~-~--~h-d~u~§- .... y.- ......... _3_ _r! _ ........ '_____ 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 3% [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 0% [72 P.S. 9116 (a) (1.1) (ii)1. 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 0% [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 4.5%, 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 12% [72 P.S. 9116(aX1.3)]. 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. Copyright (c) ZOO0 form software only The Lackner Group, Inc. Form REV-lS00 EX (Rev. 6-00) REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER Frank S. Thomas SSf/ 195-07-8105 05/28/2003 21-03-00458 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 228 shares Metlife Inc., CUSIP ~/59156R108 27.335 6,232.38 TOTAL (Also enter on line 2, Recapitulation) 6,232.38 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-I$03 EX (Rev. 1-97) REV-1511 EX * (1-97) COMMONWEALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Frank S. Thomas SS~/ 195-07-8105 SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS 05/28/2003 FILE NUMBER 21-03-00458 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION FUNERAL EXPENSES: ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: Zip Attorney's Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees OtherAdmini~rativeCosts Cumberland County Register of Wills - Fee for Filing Account TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) AMOUNT 110.00 110.00 Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Frank S. Thomas SS~/ 195-07-8105 NUMBER I1. SCHEDULE J BENEFICIARIES 05/28/2003 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116~1.Z)] Gregory M. Thomas 7522 Iverness Lakes Drive Fort Wayne, IN 46804 Jeffrey A. Thomas 2357 East Shrewsbury Run Collierville, TN 38017 Ronald K. Thomas 525 Carol Street New Cumberland, PA 17070 Copyright (c) Z000 form software only The Lackner Group, Inc. RELATIONSHIP TO DECEDENT Do Net List Trustee(s) Son Son S on FILE NUMBER 21- 03 - 00458 AMOUNT OR SHARE OF ESTATE 1/3 share of Residue 1/3 share of Residue 1/3 share of Residue ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0 o 00 (If more space is needed, insert additional sheets of the same size) Form REV-1513 EX (Rev. 9-00) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DTVTSZON DEPT. 2806D1 HARRISBURg, PA 17128-0601 ROBERT L KECK H & T TRUST CO 215 MARKET ST HBG PA 17101 COHHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLOHANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE '04 H~NR 26 O$-ZB-Z00q ESTATE OF THOHAS DATE OF DEATH 05-28-200:5 ~NUHDER 21 0:5-0q58 COUNTY CUHBERLAND ACN 101 Amount Reln'i tted REV-15ii? EX AFP [01-03} FRANK S HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 1701:5 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF THOHAS FRANK S F/LE NO. 21 0:5-0~58 ACN 101 DATE 03-29-200~ TAX RETURN NAS: ¢ X} ACCEPTED AS F/LED ( ) CHANGED RESERVATION CONCERN/NG FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: 1. Real Estate [Schedule A) 2. (2} 3. (3) ~. (~) $ · (5). 6. {6) 7. (7} 8. APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage LAabilities/Liens (Schedule 1) (10) 11. To*al Deductions 12. Net Value of Tax Return SUPPLEHENTAL RETURN NO. 01 (z) .00 Stocks and Bonds (Schedule B) Closely Held S~ock/Partnership Interest (Schedule C) Mortgages/Notes Receivable (Schedule D) Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) Jointly Owned Property (Schedule F) Transfers (Schedule G) Total Asse~s .00 .00 .00 .00 .00 (8) 110.00 .00 NOTE: To insure proper credi~ to your account, submit the upper portion of this fore with your tax payment. 6,2:52.:58 (11) 1Iff. tiff (12) 6,122.:58 13. NOTE: Charitable/Governeental Bequests; Non-elected 911:5 Trusts (Schedule J) (13) Net Value of Esta~:e Sub,eot to Tax (lq) If an assesseent was issued previously, lines 14, 15 and/or 16, 17, reflect flgures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line lq a~ Spousal rate 16. Aaount of L/ne lq taxable at L1naal/Class A rate 17. Amount of Line lq at Sibling rata 18. Amount of Line lq ~axable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: PAYMENT R~CEIPT DISCOUNT DATE NUMBER INTEREST/PEN PAID (-) 08-28-200:5 CD00295:5 1,:515.79 .00 665,:550.~5 18 and 19 will (1~) .00 x O0 = .00 (16) 665,$50.~5 x Oq5 = 29,9~0.77 (17) . O0 x 12 = . O0 ('~a) .00 x 15 = .00 (19)= 29,9~0.77 AMOUNT PAID INTEREST IS CHARGED THROUGH Oq-1:5-200q AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM 25,000.00 TOTAL TAX CREDIT BALANCE OF TAX DUEI INTEREST AND PEN. TOTAL DUE ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 26,315.79 3,62q.98 17.9q 3,6q2.92 ( TF TOTAL DUE TS LESS THAN $1, NO PAYMENT TS REQUIRED. TF TOTAL DUE IS REFLECTED AS A 'CREDTT' (CR),, YOU MAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORM FOR TNSTRUCTZONS.} RESERVATION: Estates of decedents dying on or before December 1Z, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for 1ifa or for yearst the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class S (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYNENT: REFUND (CN): OBJECTIONS: ADNIN- lSTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZI~O of the Inheritance and Estate Tax Act, Act Z5 of ZOO0. (7Z P.S. Section 91fi0). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILLS, AGENT A refund of a tax credit, ahich was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications are available at the Office of the Register of Nills, any of the Z5 Revenue District Officest or by calling the special Z~-hour answering service for forms ordering: 1-800-56Z-Z050~ services for taxpayers with special hearing and / or speaking needs: 1-800-~qT-5OZO (TT only). Any party in interest not satisfied eith the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as sheen on this Notice must object within sixty (60) days of receipt of this Notice by: --eritten protest to the PA Department of Revenue, Board of Appeals, Dept. ZB1021, Harrisburg, PA 171Z8-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviea Unit, Dept. lBO601, Harrisburg, PA 171Z&-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-lB01) for an explanation of administratively correctable errors. If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (SZ) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same tiaa period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and Dna (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (BI) percent per annum calculated at a daily rate of .O0016q. All taxes which became delinquent on and after January l, 198Z will bear interest at a rata which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO~ are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ZOX .0005~8 1988-1991 11Z .OOOSOl ~ 9X .OOOZq7 1983 162 .O00~B 1992 92 ,0002q7 ZOOZ 6Z .00016~ 198q 1XZ .000301 1993-199q 7Z .00019Z 2003 5Z ,000137 1985 13Z .000356 1995-1998 9Z .O00Zq7 200q ~Z .000110 1986 IOZ .00027q 1999 7Z .00019Z 1987 IOZ .OOOZTq ZOO0 7Z .OO019Z --Interest is calculated as fellows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assmssment. If payment is made after the interest computation data shown on the Notice, additional interest must be calculated. BUREAU OF INDZVTDUAL TAXES INHERITANCE TAX DTVISION DEPT, Z80601 HARRZSBURG, PA 171ZB-O6D1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOHANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-15q7 EX AFP (01-05) ROBERT L KECK N & T TRUST CO 215 MARKET ST HBG APR-5 DATE i ESTATE OF DATE OF DEATH FILE NUMBER COUNTY P 1:1 ~CN 05-29-200q THOMAS 05-28-2003 21 03-0q58 CUMBERLAND 101 FRANK S qAm°un'l:(~,A (lEe).Rem'i'l?ced Cumba::~; · _ .. ~;~HAKE CHECK PAYABLE AND REHZT PAYHENT REGZSTER 0F HZLLS CUH~ERLAHD C0 COURT HOUSE CARLISLE, PA 1701~ CUT ALONG TH/S LXNE ~ RETAZN LOWER PORTZON For Your r~corDs ~XSACLONANCE OF ~E~UCT~ONS AN~ AS~ESSHENT OF TAX fSTATE OF THOHAS F~ANK S F~LE NO. 2~ 0S-0~58 ACN ~01 DATE 0~-~9-200~ TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN DASED ON: SUPPLEMENTAL RETURN 1. Real Es~a~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) ~. Closely Held S~ock/Par~nership Zn~eras~ (Schedule C) 4. Mortgages/No,es RacaivabZa (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) (5) 6. Jointly Owned Proper~y (Schedule F) (6} 7. Transfers (Schedule G) (7) 8. To,al Asse~s APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11. To,al Deductions 12. Na~ Value of Tax Re~urn NO. 01 .00 6t232.38 .00 .00 .00 .00 .00 (8) 110.00 .00 NOTE: To /nsure proper crsdi~ ~o your account, submi~ ihs upper portion of ~h/s form wL~h your ~ax payment. (11) llfl. §o (la) 6,122.38 15. 14. NOTE: ASSESSHENT OF TAX: 15. Amoun* of L/nB 14 a~ Spousal ra*a 16. Amoun~ of L/ne 14 ~axabla a~ L/naal/Class A ra~a 17. Amoun~ of Line 14 at Sibling rata 18. Amount of Linc 14 ~axabla at Collateral/Class B ra~a ~9. Principal Tax Due TAX CREDITS PAYHENT RECEIPT DISCOUNT DATE NUMBER INTEREST/PEN PAID (-) 08-28-200~ CD002953 1,315.79 Charitable/governmental Bequests; Non-elected 9115 Trusts (Schedule J) Value of Es~a~e SubSec~ ~o Tax an assessaent .as lssued previously, lines 1~, 15 and/or 16, 17, 18 and 19 re~lect figures that include the total o1: AL.__~L returns assesse~ to date. (1~) . O0 (1~) 665,350. q5 (is) .00 x O0 = .00 (16) 665,350.q5 x Oq5: Z9,9qO.77 (17) . O0 x 12 = . O0 (18) .00 x 15 : .00 (~9): Z9,9~0.77 AMOUNT PAID 26,315.79 $,6Zq.98 17.9q 3,6q2.92 INTEREST IS CHARGED THROUGH Oq-13-2OOq AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM 25,000.00 TOTAL TAX CREDIT · ALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAID AFTER DATE INDICATED, SEE REVERSE ( ZF TOTAL DUE ZS LESS THAN $1, HO PAYHENT ZS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT' (CR), YOU MAY BE DUE ~ ~ A REFUND. SEE REVERSE S/DE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: PURPOSE OF NOT[CE: PAYMENT: REFUND (CR): OBJECTZONS: ADMIN- ISTRATIVE CORRECTZONS: DISCOUNT: PENALTY: INTEREST: Estates of decadents dying on or before December 1g, 198Z -- [f any futura interest in the estate is transferred in possession or enjoyment to Class D (collatera[) beneficiaries of the decedent after the expiration of any estate for life er for years, the Coamoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z3 of ZOOO. (7Z P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an '"Application for Refund of Pennsy[vania Inheritance and Estate Tax" (REV-J3[3). App[tcations are available at the Office of the Register of Nills, any of the Z3 Revenue District Offices, or by calking the special [4-hour answering service for forms ordering: 1-800-56Z-ZOSO~ services for taxpayers with specie1 hearing and / or speaking needs: 1-800-447-50Z0 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax Cincluding discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z81DZl, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit oft he account of the personal representative~ OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should bm addressed in writing to: PA Department of Revenue, Bureau of [ndlvldual Taxes, ATTN: Post Assessment Review Unlt~ Dept. gao60[, Harrisburg, PA [?[Z8-060[ Phone (7[7) 787-6505. See page S of the book[et "Instructions far Inheritance Tax Return for a Resident Decedent" (REV-150[) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SZ) discount of the tax paid is aK[owed. The [SI tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January [a, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the thm same time period as you would appeal the tax and interest that has bean assessed as indicated an this notice. Interest is charged beginning with first day of deXinquancy, or nine (9) months and one (1) day from the date of death~ to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6Z) percent per annum caZcuZatad at a daily rate of .000164. All taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which wiI1 vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The appIicabla interest rates for 198Z through ZOO4 are: Interest Daily Interest Daily Year Rate Factor Year Rate Factor ~ 2OZ .00054& ~r~)'~-& - 1991 IiX . OOO'~O1 198'~ 162 .0004=[8 1992 9Z .0002fi.7 1984 llZ . O003OX 199~-199~ 7Z .000192 1985 l~Z .000~56 1995-1998 9Z . O00Z~7 1986 log . O0027~ 1999 7~ .00019Z 1987 lO[ . O00Z7~ 2000 7Z .00019Z --/ntor~st is calculated as ZNTEREST = BALANCE OF TAX UNPAZD Interest Daily Year Rata Factor ZOO1 9X .OOOZ~7 ZOOZ 6Z .000164 ZOO~ 5Z .OOOX~7 2004 4Z .O001IO X NUNBER OF DAYS DELTNQUENT X DATL¥ INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after tho interest computation date shown on the Notice, additional interest must be calculated. M&T Investment Group DETACH AND RETAIN THIS PORTION FOR YOUR RECORDS A/C NAME A/C NO. THOMAS ,, FR¢~Nk] (i::O-E X ,S : i~ ,:ii, FOR A,~., d: RO£:ERT L I,:;E E!.,, No. 400057294 DATE .iii',/30/04 [~ M&T Investment Group PO Box 2961, Harrisburg, PA 17105-9968 POD-967 COM' *C,~IWEALTH OF PENNSYLVANIA DEPA- {TMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD OO3764 ALLFIRST TR CO OF PA, N.A. 213 MARKET STREET HARRISBURG, PA 17101 ........ fold ESTATE INFORMATION: SSN: 195-07-8105 FILE NUMBER: 21 03-0458 DECEDENT NAME: THOMAS FRANK S DATE OF PAYMENT: 04/05/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/28/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $3,640.53 REMARKS' SEAL CHECK# 400057294 TOTAL AMOUNT PAID: $3,640.53 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF TNDIVTDUAL TAXES INHERITANCE TAX DIVISION DEPT. ID0601 HARRISBURG, PA 17128-0601 COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE TNHERZTANCE TAX STATEHENT OF ACCOUNT REV-1607 EX AFP (01-OS) ROBERT L KECK H I~ T TRUST CO 215 HARKET ST HBG PA ' DATE 05-29-2004 · ESTATE OF THOHAS DATE OF DEATH 05-28-2005 FILE NUHBER 21 05-0458 ;i? :50 COUNTY CUHBERLAND ACN 101 Amoun'~ Remi'l:'l:ed FRANK S HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~:o your account, submi~ ~he upper portion of ~chis form wi~h your ~ax payment. CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS REV-1607 EX AFP (01-03) #~ 'rNHERZTANCE TAX STATEHENT OF ACCOUNT ESTATE OF THOHAS FRANK S FILE NO. 21 05-0458 ACN 101 DATE 05-29-2004 THTS STATENENT TS PROV'rDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAHED ESTATE. SHONN BELON TS A SUHHARY OF THE PR/NC/PAL TAX DUE, APPLTCATTON OF ALL PAYHENTS, THE CURRENT BALANCE, AND, TF APPLTCABLE, A PROJECTED TNTEREST F/GURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 05-29-Z004 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYHENTS (TAX CREDITS): 29,940.77 PAYHENT RECEIPT DISCOUNT (+) DATE NUHBER INTEREST/PEN PAID (-) AHOUNT PAID 08-28-2005 02-19-2004 CD002955 CD005589 1,515.79 .00 25,000.00 275.51 INTEREST IS CHARGED THROUGH 04-15-Z004 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORH.~ TOTAL TAX CREDIT ZF PAID AFTER THIS DATE, SEE REVERSE S/DE FOR CALCULATION OF ADD/TZONAL /NTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT 1S REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. 26,591.50 5,$q9.47 BALANCE OF TAX DUE INTEREST AND PEN. 16.58 TOTAL DUE 5,566.05 PAYHEHT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF N/LLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: CONNONHEALTH OF PENNSYLVAN/A. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an 'Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at the Office of the Register of Wills, any of the Z3 Revenue District Offices or from the Department's Z4-hour answering service for forms ordering: 1-800-SBA-Z050; services for taxpayers with special hearing and / or speaking needs: 1-8DO-447-30ZO (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individua! Taxes, ATTN: Post Assessment Review Unit, Dept. Z8060l, Harrisburg, PA 17lZ&-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the dacedent's death, a five percent (HZ) discount of the tax paid is allowed. PENALTY: The 1SI tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, [996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the data of payment. Taxes which became delinquent before January l, 198Z bear interest at the rate of six (6g) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOq are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rats Factor Year__ Rate Factor 1982 lOX .O00Sq8 1988-1991 llZ .O0030X ZOOX 92 .000247 1983 162 .00043B 1992 92 .000247 2002 6Z .O0016q 1984 1ZZ .000~01 199~-199~ 72 .O001gZ 2003 5Z .0001~7 19B5 13Z .000356 1995-1998 9Z .ooogq7 2004 qZ .000110 1986 lOZ .O00Z7q 1999 72 .000192 1987 92 .O00Zq7 ZOO0 82 .O00Zl9 --Xntermst is calculated as follows: /NTEREST = BALANCE OF TAX UNPAXD X NUNBER OF DAYS DELXNgIUENT X DATLY XNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-03-0458 ESTATE OF FRANK S. THOMAS, DECEASED FIRST AND FINAL ACCOUNT OF Ronald K. Thomas and Manufacturers and Traders Trust Company, Successor to Allfirst Trust Company of Pennsylvania, N.A., Executors Date of Death of Frank S. Thomas May 28, 2003 Date of Death of Lois P. Thomas August 27, 2002 Date of Executors' Appointment: June 5, 2003 Date of First Advertisement of Letters: June 17, 2003 Accounting for the Period: May 28, 2003 to June 28, 2004 Purpose of Account: Ronald K. Thomas and Manufacturers and Traders Trust Company, Successor to Allfirst Trust Company of Pennsylvania, N.A., offer this account to acquaint interested parties with the transactions that have occurred during this administration. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Manufacturers and Traders Trust Company 213 Market Street Harrisburg, PA 17101 (717) 255-2148 OR Ronald K. Thomas 525 Carol Street New Cumberland, PA (717) 657-9671 17070-1216 OR Stanley A. Smith, Esquire Rhoads & Sinon, LLP One South Market Square Harrisburg, PA 17101 (717) 231-6628 SUMMARY OF ACCOUNT Estate of Frank S. Thomas, Deceased For Period of 05/28/2003 through 06/28/2004 Proposed Distributions to Beneficiaries PRINCIPAL Receipts: Per Inventory Filed 3-5 Subsequent Principal 6 Receipts Adjustments 6 Net Gain (or Loss) on Sales 7-9 or Other Disposition Page 28 Less Disbursements: Debts of Decedent 10 Funeral Expenses 10 Administration Expenses 10-12 Federal and State Taxes 13 Fees and Commissions 13 Reserves 13 Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand 14 15 For Information: Investments Made 16 Changes in Investment Holdings 17-20 INCOME Receipts: This Account 21-24 Net Gain (or Loss) on Sales or Other Disposition Less Disbursements 25 Balance Before Distribution Distributions to Beneficiaries Income Balance on Hand 26 Investments Made Changes in Investment Holdings 27 COMBINED BALANCE ON HAND Fiduciary Current Acquisition Value Value 220,906.09 220,906.09 727,666.47 9,918.76 16.13 (7,342.45) 730,258.91 1,823.91 11,964.03 4,688.86 28,916.04 507.89 52,380.91 100,281.64 629,977.27 424,812.00 205,165.27 16,868.11 0.00 16,868.11 1,127.29 15,740.82 0.00 15,740.82 220,906.09 2 RECEIPTS OF PRINCIPAL Assets listed in the Inventory and Appraisement as filed CASH: Bethany Village - Refund of Deposit for a New Apartment Keystone Health Plan Central - Senior Blue Premium - Refund Maxim HealthCare Services, Inc. - Refund MetLife - Dividend on Policy #17-166-773-A Received from Frank S. Thomas Trust - Ark Money Market Portfolio Received from Lois P. Thomas Estate - Final Reserve for Reimbursements Robert L. and Mary Jane L. Setzer- Pro-Rata share of County Taxes - 8/22-12/31/03 on sale of 3600 Logan Court ~I-A, Camp Hill, PA The Patriot-News Company - Refund UNUM Life - Zembo Emergency Fund 10,395.00 94.00 825.00 14.97 19,629.11 8,034.07 123.14 129.90 1,000.00 PERSONAL PROPERTY: 2003 Ford Taurus - Sale Price 12,500.00 5,712.00 Household Tangible Property - Value per Appraisal by William W. Hobbie, Auctioneer Fiduciary Acquisition Value 40,245.19 18,212.00 4,000 200 278.731 500 STOCKS/LISTED: shares Allied Irish Bks Plc Spons ADS - Received from Frank Thomas Trust shares Fannie Mae - Received from Frank Thomas Trust shares Nuveen PA Muni Bond Fund A #1193 Accrued Dividend shares Tyco International Ltd - Received from Frank Thomas Trust BONDS: $10,000 US Treasury Note 3.625% due 8/31/03 - Received from Frank Thomas Trust Accrued Interest $15,000 US Treasury Note 3.625% due 8/31/03 Accrued Interest $25,000 Federal Home Loan Banks 5.8% - Received from Frank Thomas Trust Accrued Interest $25,000 Federal Home Loan Bank 2.25% due 8/13/04 - Received from Frank Thomas Trust Accrued Interest $25,000 Federal Home Loan Mortgage 3% due 4/25/07 - Received from Frank Thomas Trust Accrued Interest $25,000 Federal National Mortgage Assn. 4% due 10/28/09 - Received from Frank Thomas Trust Accrued Interest 121,620.00 14,708.00 2,951.76 10.73 9,025.00 10,065.63 87.67 15,098.44 131.50 25,062.50 636.39 25,304.69 160.94 25,481.75 68.75 ~5,468.75 83.33 148,315.49 4 $25,000 Federal National Mortgage Assn. 5.25% due 04/15/07 - Received from Frank Thomas Trust Accrued Interest $25,000 Federal National Mortgage Assn. 3.52% due 4/21/08 - Received from Frank Thomas Trust Accrued Interest $25,000 Federal National Mortgage Assn. 5.5% due 5/2/06 - Received from Frank Thomas Trust Accrued Interest $25,000 Federal National Mortgage Assn. 2.75% due 5/4/05 - Received from Frank Thomas Trust Accrued Interest $25,000 SBC Communications 5.75% due 5/2/06 - Received from Frank Thomas Trust Accrued Interest $25,000 Target Corp. 5.5% due 4/1/07 - Received from Frank Thomas Trust Accrued Interest $50,000 US Treasury Note 3.625% due 3/31/04 - Received from Frank Thomas Trust Accrued Interest 27,890.63 156.77 25,460.94 90.44 27,484.38 99.31 25,164.06 45.83 27,596.42 103.82 27,599.03 217.71 51,046.88 287.23 REAL ESTATE/PA: Condominium, 3600 Logan Court 180,000.00 #l-A, Camp Hill, PA - (Map Reference 19, J-2) One story unit of brick and stucco construction with asphalt roof and six rooms, 25 years old - Value based on sale price by Co-Executors to Robert L. Setzer and Mary Jane L. Setzer 340,893.79 180,000.00 06/27/03 10/02/03 03/30/04 03/30/04 05/11/04 SUBSEQUENT PRINCIPAL RECEIPTS: Received from Frank S. Thomas Trust - Accrued Interest earned on Ark Money Market Portfolio Peerless Insurance Company - Return Premium for policy #HP3M556770 MetLife - Date of Death Value received from broker on sale MetLife - Gain received from broker on sale Internal Revenue Service - 2003 Individual Income Tax refund A/gTICIPATED RECEIPTS: PA Department of Revenue - 2003 Individual Income Tax refund ADJUSTMENTS: $25,000 Federal Home Loan Banks 1.500% due 5/13/05 - Accreted discount 16.62 56.83 6,232.38 1,651.93 1,793.00 168.00 TOTAL RECEIPTS OF PRINCIPAL ............... 9,918.76 16.13 16.13 737,601.36 6 GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL 06/02/03 06/27/03 07/25/03 08/25/03 09/02/03 09/03/03 1~/04/03 03/31/04 04/01/04 $10,000 US Treasury Note 3.625% due 8/31/03 Net Proceeds Fid. Acq. Value 10,060.94 10,065.63 $25,000 Federal Home Loan Banks 5.8% Net Proceeds 25,062.50 Fid. Acq. Value 25,062.50 0.00 500 shares Tyco International Ltd Net Proceeds 9,444.55 Fid. Acq. Value 9,025.00 419.55 Condominium, 3600 Logan Court #l-A, Camp Hill, PA Net Proceeds 180,000.00 Fid. Acq. Value 180,000.00 $15,000 US Treasury Note 3.625% due 8/31/03 Net Proceeds Fid. Acq. Value 15,000.00 15,098.44 2003 Ford Taurus Net Proceeds Fid. Acq. Value 12,500.00 12,500.00 $25,000 Federal National Mortgage Assn. 2.75% due 514105 Net Proceeds Fid. Acq. Value 25,000.00 25,164.06 $50,000 US Treasury Note 3.625% due 3/31/04 Net Proceeds Fid. Acq. Value 50,000.00 51,046.88 $25,000 Federal Home Loan Bank 2.25% due 8/13/04 Net Proceeds Fid. Acq. Value 25,078.13 25,304.69 Gain 0.00 0.00 LOSS 4.69 98.44 164.06 1,046.88 226.56 7 04/01/04 $25,000 Federal Home Loan Mortgage 3% due 4/25/07 04/01/04 04/01/04 04/01/04 04/01/04 o4/ol/o4 04/01/04 o4/ol/o4 04/02/04 Net Proceeds 25,187.50 Fid. Acq. Value 25,481.75 $25,000 Federal National Mortgage Assn. 4% due 10/28/09 Net Proceeds Fid. Acq. Value 25,000.00 25,468.75 $25,000 Federal National Mortgage Assn. 5.25% due 04/15/07 Net Proceeds Fid. Acq. Value 27,109.38 27,890.63 $25,000 Federal National Mortgage Assn. 3.52% due 4/21/08 Net Proceeds Fid. Acq. Value 25,031.25 25,460.94 $25,000 Federal National Mortgage Assn. 5.5% due 5/2/06 Net Proceeds 26,765..63 Fid. Acq. Value 27,484.38 $25,000 Federal Home Loan Banks 1.500% due 5/13/05 Net Proceeds 25,031.25 Fid. Acq. Value 24,949.38 200 shares Fannie Mae Net Proceeds 15,041.41 Fid. Acq. Value 14,708.00 278.731 shares Nuveen PA Muni Bond Fund A #1193 Net Proceeds 2,921.10 Fid. Acq. Value 2,951.76 4,000 shares Allied Irish Bks Plc Spons ADS Net Proceeds 119,006.15 Fid. Acq. Value 121,620.00 81.87 333.41 294.25 468.75 781.25 429.69 718.75 30.66 2,613.85 04/05/04 $25,000 SBC Communications 5.75% due 5/2/06 Net Proceeds 26,784.75 Fid. Acq. Value 27,596.42 811.67 04/05/04 $25,000 Target Corp. 5.5% due 4/1/07 Net Proceeds 27,111.25 Fid. Acq. Value 27,599.03 487.78 TOTAL GAINS AND LOSSES/PRINCIPAL ........... 834.83 8,177.28 LESS LOSS ............................. NET GAIN OR LOSS ........................... 8,177.28 (7,342.45) DISBURSEMENTS OF PRINCIPAL 07/01/03 07/01/03 07/01/03 07/01/03 07/03/03 07/31/03 07/31/03 08/22/03 o9/o9/03 07/01/03 07/01/03 07/01/03 07/31/03 DEBTS OF DECEDENT AT&T - Utility expense 34.17 Bankcard Services Account #5490-9988-0104-1956 - Balance due 381.28 Comcast Cable - Utility expense 39.64 Verizon - Utility expense 64.83 East Shore Oncology - Medical expense 20.00 Boscov's Credit Card Master Trust - Balance due on account #205193251 69.99 Holy Spirit Hospital - Medical Expense 57.00 Holy Spirit Hospital - Medical Expense 57.00 The Johns Hopkins University 1,100.00 Medical expense TOTAL DEBTS OF DECEDENT ............................. FUNERAL EXPENSES Musselman Funeral Home & Cremation - Funeral Expense 6,851.90 Ronald K. Thomas - Reimbursement for Funeral Lunch 1,040.92 Ronald K. Thomas - Reimbursement for Rolling Green Cemetery Company Interment Fee 1,370.00 Gregory M. Thomas - Funeral 2,701.21 attendance expense TOTAL FUNERAL EXPENSES .............................. 1,823.91 11,964.03 l0 07/03/03 07/11/03 07/11/03 07/16/03 07/18/03 07/21/03 07/29/03 07/29/03 08/01/03 08/19/03 08/19/03 08/19/03 08/25/03 08/25/03 08/25/03 ADMINISTRATION EXPENSES Hobbie Auctioneers - Appraisal of items of Frank S. Thomas at 3600 Logan Court, Unit iA, Camp Hill PA Peerless Insurance Company - Homeowners Insurance Premium Ronald K. Thomas - Reimbursement for payment of PPL Electric bill Verizon - Utility expense Kathryn W. Fetrow, Treasurer Real Estate Taxes for Tax Certification The Patriot-News - Cost of Advertisin9 and Proof of Publication AT&T - Utility expense Transferred to Income Ronald K. Thomas - Reimbursement for payment of PPL Electric bill Ronald K. Thomas - Reimbursement for payment of monthly Peerless Insurance Homeowners premium Ronald K. Thomas - Reimbursement for payment of repair of plumbing leak by Cropf Bros., Inc. Verizon - Utility expense Condo Fee for 7/1/03-8/22/03 on sale of 3600 Logan Court #I-A Camp Hill PA Realty Transfer Tax - on sale of 3600 Logan Court #1-A Camp Hill PA Recorder of Deeds - Recording release of mortgage on sale of 3600 Logan Court #I-A Camp Hill PA 225.00 70.55 52.91 27.77 3.00 153.25 38.16 43.35 27.99 46.28 267.39 4.92 565.22 1,800.00 27.00 08/25/03 08/26/03 08/27/03 08/27/03 o9/o9/o3 11/04/03 11/17/03 02/18/04 02/18/04 03/22/04 03/22/04 03/22/04 04/O8/04 Robert L. and Mary Jane L. Setzer- Pro-rata share of school taxes 7/1/03-8/22/03 on sale of 3600 Logan Court #1-A Camp Hill PA 189.22 Cumberland County Register of Wills - 1 Short Certificate 3.00 Comcast Cable - Utility expense - Final bill 10.23 PP&L - Utility expense - Final bill 29.44 Marsh Advantage America - Liability Insurance Premium 70.00 Cumberland County Register of Wills - Filing Fees for Inventory and Inheritance Tax 34.00 Cumberland County Register of Wills - Additional Probate Fee 35.00 Cumberland County Register of Wills - 1 Short Certificate 3.00 Cumberland County Register of Wills - Recording Fee 15.00 Rhoads & Sinon - Reimbursement for Telephone, Postage, Copy Services, Mileage, Fax and Courier Service, etc. 244.93 P~hoads & Sinon - Reimbursement for Cost of Advertising and Proof of Publication in the Cumberland Law Journal and The Patriot News 228.25 Rhoads & Sinon - Reimbursement for Probate Fees 468.00 Cumberland County Register of 6.00 Wills - 2 Short Certificates TOTAL ADMINISTRATION EXPENSES .......... 4,688.86 12 08/27/03 o2/18/o4 03/30/04 06/30/03 FEDERAL AND STATE TAXES Cumberland County Register of Wills, Agent - PA Inheritance Tax 25,000.00 Cumberland County Register of Wills, Agent - PA Inheritance Tax 275.51 Cumberland County Register of 3,640.53 Wills, Agent - PA Inheritance Tax TOTAL FEDERAL AND STATE TAXES ....................... FEES AND COMMISSIONS Allfirst Trust Company of PA, 507.89 N.A. - Trustee fee on Frank S. Thomas Trust RESERVES Account Filing Fee Jeffrey A. Thomas - Reimbursement for travel expenses to assist in healthcare 182.00 844.93 28,916.04 507.89 Jeffrey A. Thomas - Reimbursement for travel expenses to funeral 1,506.10 Jeffrey A. Thomas - Reimbursement for expenses to assist decedent for Johns Hopkins appointment 347.88 Manufacturers and Traders Trust Company - Executor's Fee 27,000.00 Rhoads & Sinon - Attorney fee 22,500.00 TOTAL FAMILY EXEMPTION .............................. 52,380.91 TOTAL DISBURSEMENTS OF PRINCIPAL .................... 100,281.64 13 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Combined Balance Distributed Set Off Provision for Ronald K Thomas, per Item 4 Set Off Provision for Jeffrey A. Thomas, per Item 4 Set Off Provision for Gregory M. Thomas, per Item 4 Total Distributions and Set Offs Gregory M. Thomas - 1/3 Share of Residue 07/08/03 Household Tangible Property - 1/3 of articles of household or personal use, Per Item I o5/18/o4 Advance Distribution, per Item 3 181,000.00 Less Lifetime Set Off 0.00 Cash Jeffrey A. Thomas - 1/3 Share of Residue 07/08/03 Household Tangible Property - 1/3 of articles of household or personal use, Per Item I 05/18/04 548,712.00 60,000.00 63,900.00 0.00 424,812.00 1,904.00 181,000.00 182,904.00 1,904.00 Advance Distribution, per Item 3 181,000.00 Less Lifetime Set Off 63,900.00 Cash 117,100.00 119,004.00 Ronald K. Thomas - 1/3 Share of Residue 07/08/03 Household Tangible Property - 1/3 of articles of household or personal use, Per Item I 05/18/04 Advance Distribution, per Item 3 Lifetime Set Off Cash 1,904 . 00 181,000.00 60,000.00 121,000.00 122,904.00 TOTAL DISTRIBUTIONS TO BENEFICIARIES .... 424,812.00 PRINCIPAL BALANCE ON HAND # Units Description MTB Money Market Inst I Fund #420 Current Value or as Noted Fiduciary Acquisition Value 205,165.27 205,165.27 205,165.27 205,165.27 INVESTMENTS MADE - PRINCIPAL 07/21/03 Units $25,000 Federal Home Loan Banks 1.500% due 5/13/05 - purchased cost 24,933.25 16 CHANGES IN INVESTMENT HOLDINGS - PRINCIPAL $10,000 US Treasury Note 3.625% due 8/31/03 05/28/03 inventoried 06/02/03 sold $15,000 US Treasury Note 3.625% due 8/31/03 05/28/03 inventoried 09/02/03 matured $25,000 Federal Home Loan Banks 5.8% 05/28/03 inventoried 06/27/03 called $25,000 Federal Home Loan Bank 2.25% due 8/13/04 05/28/03 inventoried 04/01/04 sold $25,000 Federal Home Loan Mortgage 3% due 4/25/07 05/28/03 inventoried 04/01/04 sold $25,000 Federal National Mortgage Assn. 4% due 10/28/09 05/28/03 inventoried 04/01/04 sold Cost 10,065.63 (10,065.63) 0.00 15,098.44 (15,098.44) 0.00 25,062.50 (25,062.50) 0.00 25,304.69 (25,304.69) 0.00 25,481.75 (25,481.75) 0.00 25,468.75 (25,468.75) 0.00 17 $25,000 Federal National Mortgage Assn. 5.25% due 04/15/07 05/28/03 inventoried 04/01/04 sold $25,000 Federal National Mortgage Assn. 3.52% due 4/21/08 05/28/03 inventoried 04/01/04 sold $25,000 Federal National Mortgage Assn. 5.5% due 5/2/06 05/28/03 inventoried 04/01/04 sold $25,000 Federal National Mortgage Assn. 2.75% due 5/4/05 05/28/03 inventoried 11/04/03 called $25,000 Federal Home Loan Banks 1.500% due 5/13/05 07/21/03 purchased 04/01/04 accreted discount 04/01/04 sold $25,000 SBC Communications 5.75% due 5/2/06 05/28/03 inventoried 04/05/04 sold 27,890.63 (27,890.63) 0.00 25,460.94 (25,460.94) 0.00 27,484.38 (27,484.38) 0.00 25,164.06 (25,164.06) 0.00 24,933.25 16.13 (24,949.38) 0.00 27,596.42 (27,596.42) 0.00 $25,000 Target Corp. 5.5% due 4/1/07 05/28/03 inventoried 04/05/04 sold $50,000 US Treasury Note 3.625% due 3/31/04 05/28/03 inventoried 03/31/04 matured 2003 Ford Taurus 05/28/03 09/03/03 inventoried sold Allied Irish Bks Plc Spons ADS 05/28/03 4,000 shares inventoried 04/02/04 (4,000)shares sold 0 Ark Money Market Portfolio 08/lS/03 delivered in merger conversion to MTB Money Market Inst I Fund #420 Condominium, 3600 Logan Court #l-A, Camp Hill, PA 05/28/03 inventoried 08/25/03 sold 27,599.03 (27,599.03) 0.00 51,046.88 (51,046.88) 0.00 12,500.00 (12,500.00) 0.00 121,620.00 (121,620.00) 0.00 (44,564.99) (44,564.99) 180,000.00 (180,000.00) 0.00 19 Fannie Mae 05/28/03 04/01/04 200 shares inventoried (200)shares sold 0 Household Tangible Property 05/28/03 07/08/03 07/08/03 07/08/03 inventoried distributed distributed distributed MTB Money Market - Inst I Fund #420 08/15/03 received in merger conversion from Ark Money Market Portfolio Nuveen PA Muni Bond Fund A #1193 05/28/03 278.731 shares inventoried 04/01/04 (278.731)shares sold 0 Tyco International Ltd 05/28/03 500 shares inventoried 07/25/03 (500)shares sold 0 14,708.00 (14,708.00) 0.00 5,712.00 (1,904.00) (1,904.00) (1,904.00) 0.00 44,564.99 44,564.99 2,951.76 (2,951.76) 0.00 9,025.00 (9,025.00) 0.00 2O RECEIPTS OF INCOME Allied Irish Bks Plc Spons ADS 10/29/03 04/30/04 DIVIDENDS 1,718.36 3,317.28 Fannie Mae 08/25/03 11/25/03 02/25/04 90.00 90.00 104.00 Tyco International Ltd 08/01/03 TOTAL DIVIDEND INCOME ..................... INTEREST $10,000 US Treasury Note 3.625% due 8/31/03 06/02/03 $15,000 US Treasury Note 3.625% due 8/31/03 09/02/03 $25,000 Federal Home Loan Banks 5.8% 06/27/03 $25,000 Federal Home Loan Bank 2.25% due 8/13/04 08/15/o3 02/17/04 04/01/04 120.31 281.25 71.88 5,035.64 284.00 6.25 5,325.89 4.93 140.38 26.11 473.44 21 $25,000 Federal Home Loan Mortgage 3% due 4/25/07 10/27/03 04/01/04 $25,000 Federal National Mortgage Assn. 4% due 10/28/09 10/28/03 04/01/04 $25,000 Federal National Mortgage Assn. 5.25% due 04/15/07 10/15/03 o4/ol/o4 $25,000 Federal National Mortgage Assn. 3.52% due 4/21/08 10/21/03 04/01/04 $25,000 Federal National Mortgage Assn. 5.5% due 5/2/06 11/03/03 04/01/04 $25,000 Federal National Mortgage Assn. 2.75% due 5/4/05 11/04/03 $25,000 Federal Home Loan Banks 1.500% due 5/13/05 11/17/03 04/01/04 306.25 325.00 416.67 425.00 499.48 605.21 349.56 391.11 588.19 569.10 116.67 141.67 631.25 841.67 1,104.69 740.67 1,157.29 297.92 258.34 22 $25,000 SBC Communications 5.75% due 5/2/06 11/03/03 04/05/04 $25,000 Target Corp. 5.5% due 4/1/07 lO/Ol/O3 04/01/04 04/05/04 $50,000 US Treasury Note 3.625% due 3/31/04 09/30/03 03/31/04 Ark Money Market Portfolio o7/ol/o3 o8/01/03 08/27/03 MetLife 12/24/03 Dividend on Policy #17-166-773-A MTB Money Market - Inst I Fund #420 09/02/03 lO/01/o3 11/o5/o3 12/01/03 01/02/04 02/02/04 03/01/04 04/01/04 05/03/04 06/01/04 Nuveen PA Muni Bond Fund A #1193 o7/14/o3 08/07/03 09/11/03 23 614.93 610.94 469.79 687.50 15.28 619.02 906.25 0.87 31.43 11.08 38.98 126.87 133.60 147.33 149.78 149.00 137.81 147.75 362.56 278.61 10.73 10.73 10.73 1,225.87 1,172.57 1,525.27 43.38 52.44 1,672.29 10/09/o3 11/12/o3 12/o4/03 12/3o/03 02/03/04 03/02/04 04/01/04 10.73 10.73 10.45 10.45 10.45 10.45 10.45 Received from Frank S. Thomas Trust 07/29/03 Ark Money Market Portfolio interest TOTAL INTEREST INCOME ..................... OTHER INCOME Transferred from Principal ov/29/o3 TOTAL OTHER INCOME ........................ TOTAL RECEIPTS OF INCOME .................. 105.90 24.46 11,498.87 43.35 43.35 16,868.11 24 DISBURSEMENTS OF INCOME 07/07/03 0S/06/03 09/0S/03 10/06/03 10/29/03 11/06/03 12/08/03 01/06/04 02/06/04 03/0S/04 04/06/04 09/06/04 06/07/04 Manufacturers and Traders Trust Company - Commission 0.05 Manufacturers and Traders Trust Company - Commission 2.91 Manufacturers and Traders Trust Company - Commission 42.23 Manufacturers and Traders Trust Company - Commission Tax Certification Fee - Allied Irish Banks PLC-Spon ADR 206.26 12.00 Manufacturers and Traders 232.67 Trust Company - Commission Manufacturers and Traders 22.51 Trust Company - Commission Manufacturers and Traders 9.62 Trust Company - Commission Manufacturers and Traders 9.57 Trust Company - Commission Manufacturers and Traders 32.02 Trust Company - Commission Manufacturers and Traders 319.94 Trust Company - Executor's Fee Manufacturers Trust Company Fee and Traders 220.79 - Executor's Manufacturers and Traders 16.72 Trust Company - Executor's Fee TOTAL DISBURSEMENTS OF INCOME .................. 1,127.29 25 INCOME BALANCE ON HAND Units Description MTB Money Market Inst I Fund #420 Current Value or as Noted Fiduciary Acquisition Value 15,740.82 15,740.82 15,740.82 15,740.82 26 CHANGES IN INVESTMENT HOLDINGS - INCOME Ark Money Market Portfolio 08/15/03 delivered in merger conversion to MTB Money Market Inst I Fund #420 Cost (351.21) (351.21) MTB Money Market - Inst I Fund #420 08/15/03 received in merger conversion from Ark Money Market Portfolio 351.21 351.21 27 PROPOSED DISTRIBUTIONS TO BENEFICIARIES # Units As Per Item 3 of the Will: Gregory M. Thomas 1/3 Share of Residue Cash Jeffrey A. Thomas 1/3 Share of Residue Cash Ronald K. Thomas 1/3 Share of Residue Cash Current Value or as Noted Fiduciary Acquisition Value 73,635.37 73,635.37 73,635.37 73,635.37 73,635.36 73,635.36 73,635.36 73,635.36 73,635.36 73,635.36 73,635.36 73,635.36 220,906.09 220,906.09 28 AFFIDAVIT Robert L. Keck, Vice President of Manufacturers and Traders Trust Company, Corporate Successor to Allfirst Trust Company of Pennsylvania, N.A., Co-Executor under the Last Will and Testament of FRANK S. THOMAS, deceased, hereby declares under oath that it has fully and faithfully discharged the duties of its office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to its knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this Estate. Manufacturers and Traders Trust Company, Co-Executor Subscribed and sworn to by Robert L. Keck before me this ~ day of 0/~C~ , 2004. Notary Public .COMMONWEALTH OF PENNSYLVANIA Donna M. I.~, Notary Public MY Commission E.~ims OcL 27, 2007 Member, Penasylvania Assoclatio~ Of Notaries 29 AFFIDAVIT Ronald K. Thomas, Co-Executor under the Last Will and Testament of FRANK S. THOMAS, deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to his knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that more than fou~ mo~ti~have elapsed since the first complete advertisement of the granting o~ letters in this Estate. Ronald K. Thomas, Co-Executor Subscribed and sworn to by Ronald K. Thomas before me this /~- day ? 2004. Nota~ Public NOTARIAL SEAL REBECCA J, LIDDICK, Notary Public Susquehanna Twp., Hardsburg, Dauphin Co. My Commission Expires July 25, 2005 30 ESTATE OF FRANK S. THOMAS, DECEASED : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. 2003-00458 STATEMENT OF PROPOSED DISTRIBUTION OF MANUFACTURERS AND TRADERS TRUST COMPANY, SUCCESSOR TO ALLFIRST TRUST COMPANY OF PENNSYLVANIA, N.A., AND RONALD K. THOMAS, EXECUTORS OF THE ESTATE OF FRANK S. THOMAS The balance for distribution as shown on the First and Final Account of Manufacturers and Traders Trust Company and Ronald K. Thomas is $220,906.09. It is proposed that the balance of the assets set forth in the First and Final Account be distributed, in accordance with Item I and Item 3 of the Last Will and Testament ofRonald K. Thomas, as follows: PROPOSED SCHEDULE OF DISTRIBUTION To: Gregory M. Thomas Pursuant to Item 3, Last Will and Testament of Frank S. Thomas Principal CASH Jeffrey A. Thomas Pursuant to Item 3, Last Will and Testament of Frank S. Thomas Principal CASH $ 73,635.37 $ 73,635.36 Ronald K. Thomas Pursuant to Item 3, Last Will and Testament of Frank S. Thomas Principal CASH Total $ 73,635.36 $ 220,906.09 COMMONWEALTH OF PENNSYLVANIA ) ) COUNTY OF DAUPHIN ) SS: Ro offer u. Kc-ct< , azce ?~esro~r-' of Manufacturers and Traders Trust Company, successor to Allfirst Trust Company of Pennsylvania, N.A., Executor of the Estate of Frank S. Thomas, being duly sworn according to law, deposes and says that the facts set forth in the foregoing Statement of Proposed Distribution are true and correct to the best of her knowledge, information and belief. Manufacturers and Traders Trust Company Manufacturers and Traders Trust Company SWORN TO AND SUBSCRIBED Before rn~e this ~ day of~ x.~t~, ,2004. Notary Public My Commission Expires: ! (SEAL) ,,.~ ,.,~,~,s~on exl~ms oeo. e, COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF ~ '~ ~ ) SS: RONALD K. THOMAS, Executor of the Estate of Frank S. Thomas, being duly sworn according to law, deposes and says that the facts set forth in the foregoing Statement of Proposed Distribution are tree and correct to the best of his knowledge, information and belief. Ronald K. Thomas SWORN TO AND SUBSCRIBED Before me this ~-P~q day of 7ex (,~ .. , 200_.4. My Commission Expires: (SEAL) NOTARIAL SEAL REBECCA'& LIDDICK, Notary Public Susquehanna Twp., Harrisburg, Dauphin Co. My Commission Expires July 25, 2005 - . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 N fD d t Frank S Thomas ame 0 ece en : Date of Death: May 28, 2005 Estate No.: 2003-00458 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: I. State whether administration of the estate is complete: Yes IE] No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. Ifthe answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes l&l No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No l&I c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk 0 Orphans' Court and may be attached to this report. Date: '1-2/-0) Si ~::r... Stanley A Smith Name PO Box 1146 Harrisburg PA 17108-1146 Address 717-233-5731 Telephone No. Capacity: 0 Personal Representative Qg Counsel for personal representative cPf Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/15/2005 SMITH STANLEY A POBOX 1146 HARRISBURG, PA 17108-1146 RE: Estate of THOMAS FRANK S File Number: 2003-00458 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: 5/28/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~=~;t REGISTER OF WILLS cc: File Personal Representative(s) Judge cd{