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HomeMy WebLinkAbout03-0605PETITION FOR PROBATE and GRANT OF LETTERS Estate of George B. Fox No. also known as To: Deceased. Social Security No. 200-24-2167 Register of Wills for the County of Cumberland Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut or in the last wilt of the above decedent, dated June 26, 2000 and codicil(s) dated (none) in the named , ~XXXX (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with t .q last family or principal residence at 28/,0 8~m.qn~' Drivn.. Ea.qt Pnnn.qhnrn Tnwnship (list street, number and muncipality) Decendent. then 813 years of age. died J,1 y 1 ?: 71313't .x%0xw-~ . at West Shorn Health and Rnhmh~lqtatJon: Enmt Pennmhoro Tnwn.~hip; Cumhmrland Co. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 20; 000 (If not domiciled in Pa.) Personal property in Pennsylvania $. (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ 255,000 situated as follows: 1220 Alpine Road. Wellsville. Warrington Township. york Co. WHEREFORE, petitioner(s) respectfully presented herewith and the grant of letters theron. request(s) the probate of the last will and codicil(s) (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) Elizabeth G. Richey (Now Known as Elizabeth Camp Hill, PA 17011 Rtchey Fox) OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND 3 The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ~, ~ Q .~~,, /q~f~{~[ r~ before me this day of ~ ~ ~ X ~-'~ ~ ~ ~' Register Richey Fex) ~ Estate Of George B. Fox , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW =iR 2003, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated June 26, 2000 described therein be admitted to probate and filed of record as the last will of George B. Fox ; and Letters Testamentary are hereby granted to Elizabeth G. Richey (Now Known as Elizabeth Richey Fox) FEES Probate, Letters, Etc .......... $ Short Certificates( ) .......... $ Renunciation ................ $ $. TOTAL __ $. Filed ................................... Register of Wills Bridget M. Whitley, Esq. (#33580) ATTORNEY(Sup. Ct, I.D. No.) Keefer Wood Allen & Rahal, LLP 210 Walnut Street, HarrisburE, FA ADDRESS (717~ 255-gD27 PHONE 17101 OF ~EOR~E B. FOX expenses be convenient. BE IT REMEMBERED, that I, GEORGE B. FOX, of York County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making null and void any and all Wills and Testaments and writings in the nature thereof by me at any time heretofore made. I direct that all my just debts and funeral paid as soon after my demise as may be Ail the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, whether it be real, personal or mixed, including property over which I have a power of appointment, I give, devise and bequeath unto ELIZABETH G. RICHEY, absolutely, provided she survives me for a period of thirty (30) days. ~.' Should ELIZABETH G. RICHEY, fail to survive me for a period of thirty (30) days, or should we die simultaneously, I then give, devise and bequeath my entire residuary estate as follows: A. I give my large copper kettle and my ~ ~unto my niece, SUZANNE RICKER, providing she survives me. B. I give my "John Harris Print" and "City of Harrisburg Print" and my Mission Settle to my nephew, CHARLES "CHIP" FOX, providing he survives me. WITNESS (SEAL) I give my three tier revolving bookcase and my Indian paintings to my nephew, JOHN FOX GERHARDT, providing he survives me. De Eo I give the balance of my household furnishings to be divided equally between ANNE MCHUGH and LISSA SIDOLI, with Anne making the first choice. I direct my hereinafter named Executrix to sell my real property located on Alpine Road, Wellsville, Pennsylvania. The proceeds thereof shall be given All the rest, residue and remainder of my estate, I give to the ~andchildren of ELIZABETH G. RICHEY. Any beneficiary age thirty-five (35) or older shall receive ~istribution outright. In the event any beneficiary has not then reached age thirty-five (35), his or her share shall be held by my Trustee, hereinafter named, IN TRUST, for the following uses and purposes: Trustee may accumulate the income from that share or so much thereof from time to time as it considers advisable; and trustee may expend and apply so much of net income including accumulated income and so much of the principal of that share as trustee may consider necessary for the support and education of such beneficiary, including college education, both graduate and undergraduate. When such beneficiary reaches age twenty-five (25), one-third (1/3) of the then remaining principal and any accumulated income of his or her share shall be distributed to such beneficiary. When such beneficiary reaches age thirty (30), one-half (~) of the then remaining principal and any accumulated income of his or her share shall be distributed to such beneficiary. When such beneficiary reaches age thirty-five (35), the then remaining principal and any accumulated or undistributed income of his or her share shall be distributed to such beneficiary, absolutely. WITNESS: ~c~%~'_ ~ (SEAL) RGE . -2- In the event any beneficiary dies before reaching age thirty-five (35), the then remaining principal and any accumulated income of his or her share shall be distributed at his or her death to such of his or her spouse, his or her issue, or my issue, as he or she shall appoint by specific reference, and in such proportions and upon such terms as to trusts or outright gifts as he or she deems advisable in his or her will; and in default of effective appointment to the then living issue of such beneficiary, per stirpes. Should the principal of any trust herein provided for be or become too small in trustee's discretion so as to make establishment or continuance of the trust inadvisable, my trustee may make immediate distribution of the then remaining principal and any accumulated or undistributed income outright to the person or persons and in the proportions they are then entitled to income. If any person is then a minor, distribution may be made the guardian hereinafter named. Upon such termination, the rights of all persons who might otherwise have an interest as succeeding life tenant or in remainder shall cease. ITEM 4: I appoint ELIZABETH G. RICHEY, as Trustee of any trusts created by this my Last "~= ~ . ~v~l~ and Testament In the event she is unable or unavailable to serve as Trustee, I then appoint ANNE MCHUGH, to serve as Trustee herein. ITEM 5: I direct my hereinafter named Executrix to pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, to which my estate or the transfer of any property passing hereunder or otherwise passing by reason of my demise, may be subject and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid taxes, either federal or state, on any property required to be included in my gross estate, under the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interested in my estate to whom such property is or may be transferred or to whom any benefit accrues. GEORGE~ B. FOX -3- (SEAL) ITEM 6: I appoint ELIZABETH G. RICHEY, as Executrix of this my Last Will and Testament. Should Elizabeth G. Richey predecease me, fail to qualify, cease to act or renounce probate, I then appoint my niece, LISA GRANLUND, as alternate Executrix of this my Last Will and Testament. ITEM 7: I direct that my Executrix, Guardian, Trustee, or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal , 2000. GEORGE ~.' F (SEAL) -4- COMMONWEALTH OF PENNSYLVANIA COUNTY OF YORK : SS We, GEORGE B. FOX, JAN M. WILEY, ESQUIRE and MICHELE A. RENEKER, the Testator and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he had signed willingly (or willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed this Last Will and Testament as witness and that to the best of their knowledge the Testator was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. // ~ / .~ CEbRGE BI. FOX / Sworn to and subscribed before me this ~ day of ~ , 2000. NOTARY PUBLIC MY COMMISSION EXPIRES: Notarial Seal S. Dawn Gladfelter, Notary Publie Dillsburg Boro, York County My Commission Expires May 17, 2001 Member, Pennsylvania Association of Notaries CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Admin. No.' To the Register: George B. Fox July 12, 2003 2003-00605 I certify that notice of estate administration required by Rule 5.6 of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above- captioned estate on July 31,2003: Elizabeth R. Fox, 2840 Sunset Drive, Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Bridget M. Whitley, Esq. Keefer Wood Allen & Rahal, LLP P.O. Box 11963 Harrisburg, PA 17108-1963 Capacity: Counsel for Personal Representative O IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WHJS, COUNTY OF CUMBERLAND PENNSYLVANIA In re Estate of George B. Fox, deceased, TO: Elizabeth R. Fox 2840 Sunset Drive Camp Hill, PA 17011 Please take notice of the death of decedent and the grant of letters to the personal representative named below. The Decedent, George B. Fox, died on the 12th day of July, 2003, in East Pennsboro Township, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representative of the Decedent is Elizabeth R. Fox, 2840 Sunset Drive, Camp Hill, PA 17011, (717) 763-8667. The Will has been filed with the Office of the Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, PA 17013-3387. Phone number (717) 240-6345. A copy of the Will may be obtained by contacting the Register of Wills and paying the charges for duplication. Date: July 31, 2003 · Bridget 1vt. Whitley, Keefer Wood Allen & Rahal, LLP P.O. Box 11963, Harrisburg, PA 17108 Telephone (717) 244-8027 Capacity: Counsel to Personal Representative COMMONWEALTH OF PENNSYLVANIA ' DEPARTMENT OF REVENUE · ' BUREAU OF INDIVIDUAL TAXES · . ~ DEPT~ 'z:,'0601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003765 WHITLEY BRIDGET M KEEFER,WOOD,ALLEN & RAHAL P. O. BOX 11963 HARRISBURG, PA 17108-1963 ........ fold ESTATE INFORMATION: SSN: 200-24-2167 FILE NUMBER: 2103-0605 DECEDENT NAME: FOX GEORGE B DATE OF PAYMENT: 04/05/2004 POSTMARK DATE: 04/02/2004 COUNTY: CUMBERLAND DATE OF DEATH: 07/12/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $19.37 REMARKS: CHECK# 5236 SEAL TOTAL AMOUNT PAID: $19.37 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Register of Wills & Clerk of Orphans' Court Cumberland County Courthouse Carlisle, Pennsylvania 17013 INHERITANCE TAX RETURN ORIGINAL DocUMENT NOT FOR PUBLIC VIEWING R~'V'-I~00 EX (6-00) COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA !7128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21 COUNTY CODE -- 03 0605 yE,o~ NUMBER zoo, I- U~ Z 8 Z O x DEC~TSNAME(~ST, FIRST, ANDMIDDLEINITIAL) Fox, George B ~ OF DEATH (MM-~-Y~R) ~TE OF BIRTH (M M-DD-Y~R) 07/12/2003 02/26/1923 (IF APPLI~BL~ SU~IVING SPOUSES NAME (LAST, FIRST, AND M~DDLE INITIAL) Fox, Elizabeth R r~l. Original Return ~ 2. Supplemental Ratum ~ 4. Limited Estate D 4a. Future Interest Compromise (date of death a~ter 12-12-82 ~--]6. Decedent Died Testate (Attach copy of Will) ~ 7. Decedent Maintained a Living Trust (Attach copy of Trust) SOCIAL SECURITY NUMBER 200-24.-2167 '11-11S RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS to 12-13-82) 5. Federal Estate Tax Return R i 8. Total Number of Safe Deposit Boxes r-~ 9. Litigation Proceeds Received [-~ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-~5) [~] 11. Election to tax under Sec. 9113(A) (Atta~-,h Sch O) ~HIS SEcTiON MUST BE: COMPLETED!ALL ~ORRESPONDENCE AND CONFiDEnTIAL ?AX iN~MATION SH~D~ DiREctED ~Oi :: :. i :i i :: NAME Bridget M. Whitley FIRM NAME (If Applicable) Keefer Wood Allen & Rahal, LLP ~L~HONE NUMBER 717-255-8027 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation. Partnership orSole-Propdetorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) Jointly Owned Property (Schedule F) (6) ---']Separate Billing Requested COMPL~EMAILINGADDRESS 210 Walnut Street Harrisburg, PA 17101 16,862 .~:51 : 0 0.00 218 , 950.00 0 .,00' 129.12 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & AdminJatrative Coats (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 1 1. Total Deductions (total Lines 9 & 10) 1 2. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts forwhich an election to tax has not been made (Schedule J) (8) 235,941.63 0.00 60.00 (11) 60.00 235,881.63 0.00 235,881.63 (12) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 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 19. Tax Due 20. 235,752.51 x.oo (15) 0.00 0.00 x .04,% (16) 0.00 0.00 x.12 (17) 0.00 129.12 x.15 (18) 19.37 (19) 19.37 2W4645 1.000 D'ecedent's Complete Address: $ IINE~- I ADDRESS 2840 Sunset Drive CITY Cam~ 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 0.00 0.00 0.00 0.00 InterestJPenalty if applicable D. Interest E. Penalty STATE (1) ziP 17011 19.37 Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) (3) 0.00 0.00 19.37 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) 5. 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. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 19.37 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; ....................... ['~ ~ b. retain the right to designate who shall use the property transferred or its income; ......... ~'~ r-~ c. retain a reversionary interest; or ................................ [~ ~ d. receive the promise for life of either payments, benefits or care? ................. r~ ~ 2. if death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................ j-~ [~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? E~ 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, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPQNSIBLE FOR FILING RETURN DATE unse Drive \ r Can~ Hill, PA 17011 SIGNATURE Of PREPARER OTHEi~HAN R~,E,,,P, RE.SENTATIVE __ DATE ADDRESS L'len al, T,T. p.o. Box 11963 Harrisburg, PA 17108-1963 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. § 9916 (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)] 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 PS § 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(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption 2w4646 1.000 REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Fox, George B 21-03-0605 All property jointly-owned with right of survivorship must be disolosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 203 shs Ballard Pwr Sys Inc. @ 13. 6975 7 8 9 10 146.2452 shs Intel Corp. @ 23.75025 209 shs National Semiconductor Corp. @ 22.6725 228 shs Nokia Corp. @ 17.835 354 shares Vaxgen, Inc. @ 5.095 THE FOLLOWING STOCKS ARE NOT PUBLICLY TRADED AND ARE BEING VALUED AS WORTHLESS: 20,000 shares Line Communications 30,000 shares Oxford Global Network, Ltd./Advanced Technologies Group, Ltd. 10,000 shares Luxury Lounge, Inc./Advanced Technologies Group, Ltd. 3,333 shares plus 3,333 Purchase Warrants Advanced Technologes Group, Ltd. Class "A" 13% Preferred Convertible Stock TOTAL (Also enter on line 2, Recapitulation) $ 2,780.59 3,473.36 4,738.55 4,066.38 1,803.63 0.00 0.00 0.00 0.00 0.00 16,862.51 2W4696 3.000 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (1-97) COMM(:~ALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Fox George B 21-03-0605 Include the ~EM NUMBER 2 3 4 ~roceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. DESCRIPTION PNC Bank Checking Account #5140458403 $8,753.11 plus .58 accrued interest Diamond solitaire ring - valued per appraisal of Morrow Diamonds 18 KT gold wedding band - valued per appraisal of Morrow Diamonds Agreement of sale for real estate located at 1220 Alpine Road, Wellsville, PA, executed on June 9, 2003. This sale settled on August 18, 2003. The value reported represents the net proceeds, which includes an amount escrowed to install a septic system on the premises. Household Goods/Personal Effects TOTAL (Also enter on line 5, Recapitulation) VALUE AT DATE Of DEATH 8,753.69 3,000.00 61.00 206,135.31 1,000.00 $ 218,950.00 2W46AD 2.000 (If more space is needed, insert additional sheets of the same size) REV-1510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Fox, George B 21-03-0605 This schedule must be completed and filed if the answer to any of questions I through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY % OF ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DATE OF DEATH DECD'S EXCLUSION DECEDENTAND THE DATE OF TRANSFER. ATTACH ACOPY OF THE TAXABLE VALUE NUMBER DEED FOR REAL ESTATE. VALUE OF ASSET INTER EST (IF APPUCABLE) 1. Individual Retirement Account 129.12 100.00 0.00 129.12 with Charles Schwab & Co. The decedent' s niece, Eliza Granlund, 5111 Pine Tree Lane, Newburn, NC 28562, is the beneficiary. TOTAL (Also enter on line 7, Recapitulation) $ 129.12 (If more space is needed, insert additional sheets of same size) 2W46AF 2.000 REV-1512 EX + (1-97) COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OFDECEDENT, MORTGAGELIABILITIES,& LIENS ESTATE OF FILE NUMBER Fox, George B 21-03-0605 Include unreimbursed medioal expenses. ITEM NUMBER Debit balance in Schwab DESCRIPTION Securities Cash Account TOTAL (Also enter on line 10, Recapitulation) $ AMOUNT 60.00 60.00 2W46AH 2.000 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) COMM~ALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Fox, ~orge B 21-03-0605 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 2 TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Fox, Elizabeth R 2840 Sunset Drive Cam~ Hill, PA 17011 Granlund, Eliza 5111 Pine Tree Lane Newburn, NC 28562 Spouse Niece 235,752.51 129.12 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET I1. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 2W46AI 1.000 (If more space is needed, insert additional sheets of the same size) BE IT REMEMBERED, that I, GEORGE B. FOX, of York County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making null and void any and all Wills and Testaments and writings in the nature thereof by me at any time heretofore made. ~2~ I direct that all my just debts and funeral expenses be paid as soon after my demise as may be convenient. ITEM 2: Ail the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, whether i~ be real, personal or mixed, including property over which I have a power of appointment, I give, devise and bequeath unto ELIZABETH G. RICHEY, absolutely, provided she survives me for a period of thirty (30) days. ~ Should ELIZABETH G. RICHEY, fail to survive me for a period of thirty (30) days, or should we die simultaneously, I then give, devise and bequeath my entire residuary estate as follows: A. I give my large copper kettle and my ~ ~h unto my niece, SUZANNE RICKER, providing she survives me. B. I give my "John Harris Print" and "City of Harrisburg Print" and my Mission Settle to my nephew, CHARLES "CHIP" FOX, providing he survives me. WITNESS (SEAL) C. I give my three tier revolving bookcase and my Indian paintings to my nephew, JOHN FOX GERHARDT, providing he survives me. D. I give the balance of my household furnishings to be divided equally between ANNE MCHUOH and LISSA SIDOLI, with Anne making the first choice. E. I direct my hereinafter named Executrix to sell my  , real property located on Alpine Road, Wellsville, ~6~%i~~ Pennsylvania. The proceeds thereof shall be given ~ ~ Ail the rest, residue and remainder of my estate, I give to the ~randchildren of ELIZABETH G. ~/~ RICHEY. Any beneficiary age thirty-five (35) or ~/!, older shall receive Bistribution outright. In the event any beneficiary has not then reached age thirty-five (35), his or her share shall be held by my Trustee, hereinafter named, IN TRUST, for the following uses and purposes: 1. Trustee may accumulate the income from that share or so much thereof from time to time as it considers advisable; and trustee may expend and apply so much of net income including accumulated income and so much of the principal of that share as trustee may consider necessary for the support and education of such beneficiary, including college education, both graduate and undergraduate. When such beneficiary reaches age twenty-five (25), one-third (1/3) of the then remaining principal and any accumulated income of his or her share shall be distributed to such beneficiary. When such beneficiary reaches age thirty (30), one-half (½) of the then remaining principal and any accumulated income of his or her share shall be distributed to such beneficiary. When such beneficiary reaches age thirty-five (35), the then remaining principal and any accumulated or undistributed income of his or her share shall be distributed to such beneficiary, absolutely. (SEAL) 3. In the event any beneficiary dies before reaching age thirty-five (35), the then remaining principal and any accumulated income of his or her share shall be distributed at his or her death to such of his or her spouse, his or her issue, or my issue, as he or she shall appoint by specific reference, and in such proportions and upon such terms as to trusts or outright gifts as he or she deems advisable in his or her will; and in default of effective appointment to the then living issue of such beneficiary, per stirpes. 4. Should the principal of any trust herein provided for be or become too small in trustee's discretion so as to make establishment or continuance of the trust inadvisable, my trustee may make immediate distribution of the then remaining principal and any accumulated or undistributed income outright to the person or persons and in the proportions they are then entitled to income. If any person is then a minor, distribution may be made the guardian hereinafter named. Upon such termination, the rights of all persons who might otherwise have an interest as succeeding life tenant or in remainder shall cease. ~ I appoint ELIZABETH G. RICHEY, as Trustee of any trusts created by this my Last ~ill and Testament. In the event she is unable or unavailable to serve as Trustee, I then appoint ANNE MCHUGH, to serve as Trustee~herein. ~ I direct my hereinafter named Executrix to pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, to which my estate or the transfer of any property passing hereunder or otherwise passing by reason of my demise, may be subject and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid taxes, either federal or state, on any property required to be included in my gross estate, under the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interested in my estate to whom such property is or may be transferred or to whom any benefit accrues. · FOX -3- (SEAL) ~d~ I appoint ELIZABETH G. RICHEY, as Executrix of this my Last Will and Testament. Should Elizabeth G. Richey predecease me, fail to qualify, cease to act or renounce probate, I then appoint my niece, LISA GRANLUND, as alternate Executrix of this my Last Will and Testament. ~2~ I direct that my Executrix, Guardian, Trustee, or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~+~ day of ~J~- WI~.,ESS~' / , 2000. GEORGE ~. ' (SEAL) -4- COMMONWEALTH OF PENNSYLVANIA COUNTY OF YORK We, GEORGE B. FOX, JAN M. WILEY, ESQUIRE and MICHELE A. RENEKER, the Testator and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he had signed willingly (or willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed this Last Will and Testament as witness and that to the best of their knowledge the Testator was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence.j~.~ %~, ~_~.~ GEbRGE BI. FOX ,~ / I~T~ESS sworn to and subscribed before me this ~ day of ~ , 2000. NOTARY PUBLIC MY COMMISSION EXPIRES: s. Dawn Gladteltof. Notary Publie Dillsbur~ Boro, York County My Commission Expires May 17, 2001 Member, Pennsylvania Association of Notarle~ Schwab Securities Valuation Service® Date of Death: Valuation Date: Processing Date: 07/12/2003 07/12/2003 08/07/2003 Estate Valuation Shares Security or Par Description High/Ask Low/Bid Estate of: GEORGE B FOX Account: 34099320 Report Type: Date of Death Number of Securities: 6 File ID: 34099320 Mean and/or Div and Int Adjustments Accruals Security Value -60 CASH/DEBIT BALANCE (EVP000) 203 BALLARD PWR SYS INC (05858H104; BLDP) COM NASDAQ 07/11/2003 13.90000 07/14/2003 14.00000 146.2452 INTEL CORP (INTC) COM NASDAQ 07/11/2003 23.50000 07/14/2003 24.58000 209 NATIONAL SEMICONDUCTOR CORP COM NYSE 07/11/2003 07/14/2003 (637640103; NSM) 13.54000 H/L 13.35000 H/L 228 NOKIA CORP (654902204; NOK) SPONSORED ADR NYSE 07/11/2003 07/14/2003 23.07000 H/L 23.85100 H/L 22.78000 22.06000 H/L 23.27000 22.58000 H/L 17.90000 17.64000 H/L 18.12000 17.68000 H/L -60.00 13.697500 2,780.59 23.750250 3,473.36 22.672500 4,738.55 17.835000 4,066.38 Page 1 Please visit your local Schwab office with questions or call (800) 435-4000. Historical quote information will be obtained from sources believed to be reliable, but its accuracy and completeness cannot be guaranteed. The information is being provided for your personal, noncommercial use only. Charles Schwab & Co., Inc. does not give tax advice and is not responsible for performing mathematical computations beyond those presented. (02003 Charles Schwab & Co., Inc. All rights reserved. Member SIPC/NYSE. IIR13319-02(07/03) Schwab Securities Valuation Service® Date of Death: Valuation Date: Processing Date: 07/12/2003 07/12/2003 08/07/2003 Shares Security or Par Description High/Ask Low/Bid Estate of: GEORGE B FOX Account: 34099320 Report Type: Date of Death Number of Securities: 6 File ID: 34099320 Mean and/or Div and Int Adjustments Accruals Security Value 6) 354 VAXGEN INC (922390208; VXGN) COM NEW NASDAQ 07/11/2003 5.20000 5.03000 H/L 07/14/2003 5.15000 5.00000 H/L 5.095000 1,803.63 Total Value: Total Accrual: Total: ACCOUNT TITLE: GEORGE B FOX $16,802.51 Portfolio Endnotes $0.00 $16,802.51 Page 2 Please visit your local Schwab office with questions or call (800) 435-4000. Historical quote information will be obtained from sources believed to be reliable, but its accuracy and completeness cannot be guaranteed. The information is being provided for your personal, noncommercial use only. Charles Schwab & Co., Inc. does not give tax advice and is not responsible for performing mathematical computations beyond those presented. ©2003 Charles Schwab & Co., Inc. All rights reserved. Member SIPC/NYSE. LTR13319-(~2(07/03) PNCBAbK September 3, 2003 Bridget M. Whitley 2 ! 0 Walnut Street P.O. Box I 1963 Harrisburg, PA 17108-8000 Estate of George B. Fox, deceased SSN: 200-24-2167 DOD: 7/12/2003 Dear Ms. Whitley: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account #5140458403 GEORGE B FOX DOD balance: $8,753.11 + $.58 accrued interest Established 02/24/i 984 Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checldng and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, Rachelle Wells 1-800-762-1775 P7-PFSC-04-F 500 first Ave. Pittsburgh PA 15219 Member FDIC MORROW ' DIAI',-IO N DS Where every selection is brilliant. TM MORROW DIAMONDS 3750 Market Street Camp Hill, PA 17011 (717) 737-5808 Fax: (717) 737-5981 www. morrowdiamonds.com NAME/O~ER: Elizabeth Fox 2840 Sunset Drive Camp Hill, PA 17011 DATE OF APPRAISAL: August 7, 2003 APPRAISER: Jill Morrow, Graduate Gemologist (GIA) PURPOSE OF APPRAISAL: The reason for this appraisal is to grade and estimate the value of this jewelry for estate purposes, which is at Fair Market Value. FMV is del'reed as "the price at which such property would change hands between a willing buyer and a knowledge of relevant facts, in the most common market that is reasonable and appropriate for a purchaser who is the ultimate consumer of the property." 1. ITEM DESCRIPTION: This diamond solitaire ring is stamped "14 KT" yellow gold. The round brilliant cut diamond is prong set in a basket mounting. The inside of the ring is stamped with "PGR MM." There is cutout work on the top of the shank. The shank tapers from 4.8 mm at the top of the shank to 2.7 mm at the bottom of the shank. The ring is a size 6 ¼. 1. ITEM EVALUATION: Because the grading was done in the mounting, all grades and measurements are estimated to the extent the mounting allows using GIA standards and measurements. The round brilliant cut diamond in this ring measures approximately 6.50-6.51 mm x 3.9 mm depth and weighs an estimated 1.0 CT. The clarity is SI2 (Slightly Included 2) and the color is I-J. The table is 4.2 mm or 64.5 total depth; the crown angle is 34.5 degrees. The unpolished girdle is medium and the diamond has no fluorescence. The diamond is loose in the mounting. The ring is in good condition, showing normal wear. MARKET LEVEL: This ring would be found in a chain jewelry store or independent jewelry store. VALUATION: $3000.00 - Fair Market Value MO OW /' /? .i~ · Where every selection is brilliant. MORROW DIAMONDS 3750 Market Street Camp Hill, PA 17011 (717) 737-5808 Fax: (717) 737-5981 www. morrowdiamonds.com 2. ITEM DESCRIPTION: This wedding ring is stamped "18KT" yellow gold. The band is 8.5 mm in width and 1.25 mm in depth (the thickness of the band). The ring has an engraving on the inside that appears to be "Maine". The engraving appears to be worn away. The band is worn but not cracked or broken. It weighs 5.11DWT and is a size 8 ~. MARKET LEVEL: Secondary or scrap VALUATION: $61.00 - Fair Market Value DISCLOSURE: I have no financial interest in this ring nor do I anticipate any. The fee for this appraisal was not contingent upon value and reflects our normal and customary fee schedule. ~'IANDARI} AGRI~EMIt, N'r FOR '11tl5 b;~. LI,~ Of RIs'Ai, I~b I'A I'l,, A/S-/~ SEI.I.ER'S B. US].NF. SS RELATIONSlilP WITll PA IACENSICI) BROKER ,- BROKER IS ~IE A(;EN~ FOR SELLER. Designated Agent(s) for Seller, if a~plicable: OR Broker is NOT/be Agent for Seller and is ~an: ~ AGENT FOR BUYER ~ TRANSACq'ION LICENSEE lq]YER'S I},U~ESS RELATIONSllIP ~ITI! I% IACENSEI} BROKER , [ BR((,,~ER ,S~IE AGENT F~ ~aYE~.~)esi;;t;d X;enl~s, ,;r ~u~e~appli~: ~ '' '' ' ' Brnker I~ NOT lira A~enl for Buyrr and is dnn: ~ A(;ENT FOR SEI,I,ER ~ SIIIIA(;I*:N'I' FOR SELLER ~ I'RANSA(ZION LICENSEE XVhen the snme Itraker Is Agent for Seller and Agent for Ituyer, Broker is a I)ual A gent. AIl of Iiroker's licensees are also Dual Ageats UNLESS there are separate Designaled Agents for Buyer aud Seller. If the same Licensee is desigmlted fur Seller and Buyer, the Licen~ is a Dual Agent. · ' ,, ---- _~ ___ ! , £fllled "Seller," and 4 _, called "Buyer."/ PROPERTY (1-98) Seller hereby ages to sell and e0~vey to Buyer, ~ho he.by agrees lo pu~hase Al,I, TIIAT CERTAIN lot or piece of ground with huildings and improvements therenn erecled, if any, km)wn as: Idenhficatmn (e.L, 3hx ~ g; Panel 0; Lot, Block; Deed Book, I age, Recording Date) -' I O I ~ ~v (B)Deposits paid on acconnl of pu~huse price to be hehl by Broker Ibr Seller, nuless otherwise slated here: ............... ID)Settlemem to ~ on ~ ~ ~ - · ~ ~-~ _ ~ ...... or ~fore if Buyer and Seller a~ree 27 (ElConveyuuce I?mn Seller will be by'fse simple deed of special warranly unless otherwise slated beret (1;) ]~aylneUl o1' Ii'unsf~r liIXeS will he divided eqtially hetwceu Buyer and Seller tudess olherwise Milled here: ....... 311 (Gl At time of settlement, tile following will be adjnsted prn-rata I.~ a daily basis between Buyer and Seller, reimbursing where applicable: taxes ,17 (see Infnrnlalion Regarding Tax Proration); rents; iulereM mi mortgage assumplions; condonliniunl fees and homeowner associalion lees, if 33 uny; water and/or sewer fees, if any, Iogelber wilh any odler lienable Inunicipul service. The cllarges are lo be pul-rutted fi)r lhe peri~v.l(s) 34 covered: Seller will pay up Io and including tile date of settlement; Buyer will pay for ull days following seulemeut, unless olllerwise slated 35 here: 31 3,~ 4. FIXTURES & PERSONAL PROPERTY (1-00) 'k ,: 38 ~'; IA) INCIMI)i~I') itl this sale and purchase price are all exisliug items p~mancntl~stal~d in Ibc Properly, free or Ii;us. inchtding iflumbing: ~q ~* hcal(~lg;~ghling I'ixtnre~ (iuclnd~ ~audelie s t ceiling fuu$); wat? IreUllll~ ~ elns; ~)ol aud spa equipulcul; garage door openers 40 41 uud trunsmillefs; lelevision autemlas; shrubbery, plauliugs and unpolled tre~; lilly lemaining healing and cooking fuels stored on lite 41 ~ I'rol~rty at die time of settlemeut; wall ~b wall curpcliug; wiudow covering hardware, shades and blinds; built-ia air comlitiouers; built-in 47 (B) LEASED items (not owned by Seller): (C) EXCLUI)ED fixtures and items: 41 t,, 5. DATES/TIME IS OF TIlE ESSENCE (1-02) s0 (AlThe said dale Ibc settlement and all other dales aud linlcs referred to for lite performauce of auy of the obligalimls of this Agreement are 50 fil agreed lo be of tile essence of this Agreement and are binding. !;;' lB)For the purposes of this Agreement. number of days will be counled from the dale of execution, by excluding the day tiffs Agreement was 52 !,1 executed and including the last day of thc time period. !ia [,t (C)The date of settlement is not extended by ally other provision of this Agreenleul and ioay ouly be exlended by mutual wrilten agreemeut of 54 !,!, the parties. 55 :,{, (I)) Certain lime periods are pre-printed in this Agreemeut as a convenience to tile Buyer aud Seller. Any pre-printed time periods are negotiable !,1 and nuly be changed by striking out the pre-printed text and inserting u dilYereul lime peri(hi acceptable to all parties. ~ v ' ' ,'- .... ~ , y._.-, ~i . ,~/ A~-2K Page I of 8 Seller Initials: , ~ Penn~qOanla A~o~latlon of , /'/~ (;OPYRI(;IIT PENNSYI.VANIA A~OCIATION OF REAI:FORS~ L.J~ REALTORS~ I/ 7" OMB NO. 2502-1 ~ A. I B. TYPE OF LOAN: U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.~]FHA 2.r'-~FmHA 3. [--~CONV. UNINS. 4. r-]VA 5. [-~CONV. INS. 6. FILE NUMBER: I 7. LOAN NUMBER: SETTLEMENT STATEMENT BOY335-03 8. MORTGAGE INS CASE NUMBER: C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. items marked "[POC]' were paid outside the closing; they are shown here for informational purposes and are not included in Ihe totals. D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: GEORGE M. BOYER, SR. and GEORGE B. FOX, ESTATE CASH ~ JUANITA C. BOYER P.O BOX 573 FRISCO, NORTH CAROLINA 27936 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25-1619811 I. SETTLEMENT DATE: 1220 ALPINE ROAD TRI-COUNTY ABSTRACT SERVICE WELLSVILLE, PA 17365 August 18, 2003 YORK County, Pennsylvania PLACE OF SETTLEMENT 3414 CHESTNUT STREET CAMP HILL, PA 17011 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 109. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER: 101. Contract Sales Price I 255,000.00 401. Cont[act Sales Price ~ 255,000.00 102. Personal Property 402. Personal Property 103, Settlement Charges to Borrower (Line 1400) i 3,344.50 403. 104. 105. ~ 404. 405. I Adjustments For Items Paid By Seller in advance Adjustments For Items Paid By Seller in advance 106. City/Town Taxes 08/18/03 to 01/01/04 I 229.92 406. City/Town Taxes 08118103 to 01101/04 ! 229.92 107. County Taxes to 407. County Taxes to 108. SCHOOL TAX 08/18/03 to 07/01/04 1,693.39 408. SCHOOLTAX 08118/03 to 07/01/04 ~ 1,693.39 109. 409. , i110. 410. 111. I 411. 112. j 412. 120. GROSS AMOUNT DUE FROM BORROWER i 260,267.81 420. GROSS AMOUNT DUE TO SELLER I 256,923.31 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Deposit or earnest money 3,000.00 501. Excess Deposit (See Instrucfions) I 202. Principal Amount of New Loan(sI 502. Settlement Char~les to Seller (Line 1400) i 50,188.00 203. Existing loan(s) taken subject to I 503. Existing loan(s) taken subject lo 204. ! 504. Payoff of first Mortgage 205. 505. Payoff of second Mortgage J 206. 506. 207. 507. (Deposit disb. as proceeds) 208. I 508. 209. I 509. Adjustments For Items Unpaid By Sefler Adjustments For Items Unpaid B~/ Sefler 210. City/Town Taxes to I 510. City/Town Taxes to J 211. Count}, Taxes to ! 511. County Taxes to 212. SCHOOL TAX to I 512. SCHOOL TAX to 213, J 513. 214. I 514. F 215. I 515. ~216. 516. 217. 517, 218. 518. 219. , 519. 220. TOTAL PAID BY/FOR BORROWER j 3,000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER i 50,788,00 300, CASH AT SETTLEMENT FROM/TO BORROWER: 600. CASH AT SETTLEMENT TO/FROM SELLER: 301. Gross Amount Due From Borrower (Line 120) I 260,267.81 601, Gross Amount Due To Seller (Line 420) ! 256,923.31 302. Less Amount Paid By/For Borrower (Line 220) I( 3,000.00 602. Less Reductions Due Seller (Line 520) I( 50,788.0C 303. CASH( X FROM)( TO)BORROWER I 257,267.81 603. CASH( X TO)( FROM)SELLER I 206,135,31 The undersigned hereby acknowledge receipt of a completed copy ot pages 1&2 of this statement & any attachments referred to herein. I HAVE CAREFULLY REVIEWED THE HUD-1 SETTLEMENT STATEMENT AND TO THE BEST OF MY KNOWLEDGE AND BELIEF, IT IS A TRUE AND ACCURATE STATEMENT OF ALL RECEIPTS AND DISBURSEMENTS MADE ON MY ACCOUNT OR BY ME IN THI~,TRANSACTION. I FURTHER CERTIFY THAT ' HAVE RECEIVED A COPY OF THE HUD-1 SETTLEMENT STATEMENT. ~ .,~ .~L~,.J~ ~,~ Borrower .~,..~ ~//'~.~.~_ Seller ' ~' ~  E M~R,'SR.~-] ~ ~ORGE~. FOX, ESTATE FUNDS WHICH ~E R~IyED AND,~AVE~E~i~L B~D BY THE UNDERSIGNED AS PART OF THE SETTLEMENT OF THIS T~.SACT~ON. ~~ ~ ~"; //i~~ ~ SETTLEMENT OFFICER ' /X Settlement Agent ~ ~ WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE: TITLE 18 U.S. CODE SECTION 1001 & SECTION 1010. L. SETTLEMENT CHARGES 700. TOTAL COMMISSION Based on Price $ 255,000.00 (~ 7.0000 % 17,850.00 PAIDFROM PAIO FROM Division of Commission (line 700) as Follows: BORROWER*S SELLER'S 701. $ 17,850.00 to ERA-NRT, INC. FUNDSAT FUNDSAT 702. $ to SETTLEMENT SETTLEMENT 703. Commission Paid at Settlement 17,850.00: 704. TRANSACTION FEE to ERA-NRT, INC. 100.00 100.00 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Ori~lination Fee % to 802. Loan Discount % Io 803. Appraisal Fee to 804. Credil Report to 805. Lender's Inspection Fee to 806. Mortgage Ins. App. Fee to 807. Assumption Fee to 808. 809. 810. 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE ,901. Interest From to @ $ /day ( days %) 902. MIP Totlns. for LifeOfLoan for months to 903. Hazard Insurance Premium for 1.0 years to 904. 905. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance months ~ $ per month 1002, Mortgage Insurance months ~ $ })er monlh 1003. Cit¥/TownTaxes months ~ $ per month 1004. County Taxes months ~ $ per month 1005. SCHOOL TAX months {~ $ per month 1006. months (~ $ per month 1007. months (~ $ per month 1008 months ~ $ per month 1100. TITLE CHARGES 1101. SETTLEMENT/HUD PREP to TRI-COUNTY ABSTRACT SERVICE 650.00 1102. CLOSING PROTECTION LETTER to FIRST AMERICAN TITLE INSURANCE COMPANY 1103. Title Examination to 1104. Title Insurance Binder to 1105. Document Preparation to 1106, Nota~Fees to CASH 2.00 1107. Attorney's Fees to KEEFERWOODALLEN& RAHAL, LLP POC (includes above item numbers: ) 1108, Title Insurance to TRI-COUNTY ABSTRACT SERVICE, AGENT (includes above item numbers: ) 1109. Lender's Coverage $ 1110. Owner's Coverage $ 1111. ENDORSEMENTS 1112. 1113. ~ 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees: Deed $ 42.50; Mortgage $ ; Releases $ 42.5( 1202. City/County Tax/Stamps: Deed 2,550.001 Modulate 2,550.00 1203. State Tax/Stamps: Revenue Stamps 2,550.00; Mortc.,la~le 2,550.00 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey to 1302. Pest Inspection to 1303. TAX CERT FEE to MARCY RENSHAW 49-000~MF-0042.B 10.0C 1304. ESCROW SEPTIC WORK to TRI-COUNTY ABSTRACT SERVICE 30,278.00 1305. 1400. TOTAL ~[,- I I I. EMENT CHARGES (Enter on Lines 103, Section J and 502, Section K) 3,344.50 50,788.00 Certified 1o be a true copy. ~py of page 2 of Ihis ~ Page slat ~nl. SI~TTLEMENT OFFICER Settlement Agent ( BOY335*031 BOY335*03110 ) chariesscx w Rollover IRA Account Number: 3409-9322 Account Statement Retain for Your Records Statement Period: October 1,2003 to October 31, 2003 I ~-~t -_R'tat_ement: March 31, 1998 tfisit our we~ite at: schwab, corn Questions? Call 1-800-435-4000 Press: 1-Quotes, 2-Trading, 3-Account Se~Sces, 4-New Accounts, 5-Other Inqukfes 31/10-NNAT1802-012851-SML- 173650215000 102606 GEORGE B FOX CHARLES SCHWAB & CO INC.CUST IRA ROLLOVER PO BOX 215 WELLSVILLE PA 17365-0215 Account Opened in: 1997 Page 1 Account Value Summary Cash & Sweep Money Market Funds Investments Total Account Value I I change In Value Summary $129.12 .Change in Value Since March 31, 1998: ~;~;$129.12 $ 0.00 Char~g~.V..aJue Since JanuafY..1,.2Q03: . ,a$429.12. $129.12J Rate Summary Schwab MMF 0.37% Investment Detail Descri[~i9n Cash and Money Market Funds (Sweep) SCHWAB MONEY MARKET FUND Quantity Svmbol L on.q/Short Price SWMXX 129.1200 L $1 Transaction Detail Settle Trade Market VAIL'" $129.12 Total Account Value $129.12~ Date Date Transaction Descrio~i(~n (~uantitY Price Total Cash Activity 10/09 10/09 Journaled Funds IRATRF4/SPOUSE $129.12 Money Funds Detail Settle Date Transaction Quantity Money Market Funds (Sweep) Activity SCHWAB MONEY MARKET FUND Activity Opening Shares of SCHWAB MONEY MARKET FUND were 0.00 10/10 Purchased 129.1200 Closing Shares of SCHWAB MONEY MARKET FUND were 129.12 Price Purchase/Debit Sale/Credit $1 $129.12 Total Money Market Funds (Sweep) Activity $129.12 $ 0.0~, NNAT1802-012851 102606 ~ © 2002 Charles Schwab & Co.,Inc. All rights reserved. Member: SIPC/Now York Stock Exchange. CRS 21270 (0001-0386) STP10479RI-02(03/02) Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of GEORGE B. FOX No. 2003-0605 also known as Date of Death 07/11/2003 , Deceased Social Security No. 200-24-2167 I, Elizabeth G. Richey, n/k/a Elizabeth Richey Fox 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. INVe understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Attorney: Brid,qet M. VVhitley I.D. No.: 33580 Address: P.O. Box 11963 Dated: Harrisbur,cj, PA 17108-1963 Telephone: 717-255-8027 (See Other side) Description Value Total: $235,812.51 NOTE: The Memorandum of real estate outside the Corn monwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Form RW-7 (Dauphin County) - Rev. 9~92 Checking Accounts PNC Bank Checking Account $8,753.11 plus .58 accrued interest Common Stocks 203 shs Ballard Pwr Sys Inc. ~ 13.6975 146.2452 shs Intel Corp. ~ 23.75025 354 shs Vaxgen, Inc. 209 shs National Semiconductor Corp. ~ 22.6725 228 shs Nokia Corp. ~ 17.835 10,000 shares Luxury Lounge, Inc./Advanced Technologies Group, Ltd. 20,000 shares Line Communications 30,000 shares Oxford Global Network, Ltd./Advanced Technologies Group, Ltd. Preferred Stocks 3,333 shares plus 3,333 Purchase Warrants Advanced Technologies Group, Ltd. Class "A" 13% Preferred Convertible Stock Misc. Personal Property Diamond solitaire ring - valued per appraisal of Morrow Diamonds 18 KT gold wedding band - valued per appraisal of Morrow Diamonds $ 2,780.59 3,473.36 1,803.63 4,738.55 4,066.38 0.00 0.00 0.00 $ 3,000.00 61.00 $8,753.69 16,862.51 0.00 Household goods and personal effects Miscellaneous Property Agreement of sale for real estate located at 1220 Alpine Road, Wellsville, PA, executed on June 9, 2003. This sale settled on August 18, 2003. The value reported represents the net proceeds, which includes an amount escrowed to install a septic system on the premises. 1,000.00 4,061.00 $206,135.31 $235,812.51 '04 ~PR-5 :28 T L Wood Allen TO: '2 t (t \Valnut Street t'.O. Box 11963 Harrisburg, PA 17108-1963 Glenda Farner Strasbaugh Register of Wills for Cumberland County 1 Courthouse Square Carlisle, PA 17013 BUREAU OF INDIVIDUAL TAXES THHERXTANCE TAX DTV/SXON DEPT. 280601 HARRTSBURG, PA 17128-0601 BRIDGET N NHITLEY KEEFER ETAL 210 NALNUT ST HBG PA 17~L~ ~ COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOT/CE OF INHERITANCE TAX APPRA/SEMENT~ ALLONANCE OR DISALLONANCE OF DEDUCT/OHS AND ASSESSMENT OF TAX RE¥-1547 EX AFP DATE 05-24-Z004 ESTATE OF FOX GEORGE DATE OF DEATH 07-12-Z005 FILE NUNBER 21 05-0605 COUNTY CUHBERLAND ACN 101 I Amoun~ RaeA~ed I HAKE CHECK PAYABLE AND REN/T PAYNENT TO.' REGTSTER OF NTLLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 1701~ CUT ALONG TH/S LINE ~ RETA/N LONER PORTXON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF ]:NHER]:TANCE TAX APPRA]:SEHENT, ALLONANCE OR D]:SALLONANCE OF DEDUCT/OHS AND ASSESSHENT OF TAX ESTATE OF FOX GEORGE B F/LE NO. 21 05-0605 ACN 101 DATE 05-24-2004 TAX RETURN #AS: (X) ACCEPTED AS FTLED ( ) CHANGED RESERVAT/ON CONCERNING FUTURE /NTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~a (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Par~narship /n~eras~ (Schedule C) ($) q. Mor~gagas/No~as RaceAvabla (Schedule D) (q) E. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) 6. Jointly O~ned Propar~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Assa~s APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expansas/Adm. Costs/MAsc. Expanses (Schedule H) (9) 10. Debts/Mortgage LAabAIA~Aas/LAans (Schedule ~) (10) 11. To,al Deductions 12. Ne~ Value of Tax Ra~urn 15. lq. CharA~abla/Govarnman~al Bequests; Non-elected 9115 Trusts (Schedule J) Ne~ Value of Es~a~a Sub~ac~ *o Tax .O0 16~862.51 .00 .00 218~950.00. .00 129.12 (8) .00 60.00 (11) (12) (15) (1~) NOTE: ASSESSNENT OF TAX: 15. Aeoun~ of LAne 1~ a~ Spousal ra~e 16. Amoun~ of LAne 1~ ~exable a~ LAnaal/Class A ra~a 17. Amoun~ of LAne 1~ a~ SAblAng ra~e 18. Amoun~ of Line 1~ ~axable a~ Collateral/Class B ra~e 19. PrAnc~pal Tax Due Z~: an assessment Nas issued prev/ously, 11nas 14, 15 and/or 16, 17, re~lect f/gures that include the total o~ ALL returns assessed to date. (1~) 235,752.51 x O0 = (16) .00 X 045 = (17) .00 X 12 = (18) 129.12 x 15 = (19)= TAX CREDITS: PAYMENT DATE 04-02-2004 RECEIPT NUMBER CD005765 DISCOUNT /NTEREST/PEN PAID (-) .00 AMOUNT PA/D 19.~7 TOTAL TAX CREDIT BALANCE OF TAX DUEI INTEREST AND PEN-I TOTAL DUE NOTE: To Ansura proper crad~ ~o your account, subeA~ ~he upper por~Aon of ~hAs fore wASh your ~ax payment. 235,941.63 ~O.O0 255,881.6~ .00 255~881.6~ 18 and 19 will .00 .00 .00 19.37 19.37 19.37 IF PAID AFTER DATE IND/CATED~ SEE REVERSE FOR CALCULAT/ON OF ADDIT/ONAL INTEREST. .00 .00 .00 ( 'rF TOTAL DUE TS LESS THAN $1,, NO PAYMENT 'rs RE~UXRED. XF TOTAL DUE TS REFLECTED AS A "CREDTT" (CR)~ YOU MAY BE DUE A REFUND. SEE REVERSE S/DE OF THTS FORM FOR 'rNSTRUCT/ONS.) RESERVATION: PURPOSE OF NOT[CE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 1982 -- 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 life or for years, the Coaaon#ealth hereby expressly reserves the right to appraise and assess transfer inheritance Taxes at the lawful Class D (collateral) rate on any such future interest. To fulfill the requirements of Section ZlqO of the inheritance and Estate Tax Act, Act ZS of ZOO0. (72 P.S. Section 91q0). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to: REG/STER OF NZLLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may bm requested by completing an "Application for Refund of Pennsylvania inheritance and Estate Tax" (REV-IS15). Applications ara available et the Office of the Register of Hills, any of the 22 Revenue District Offices, or by calling the special gq-hour answering service for forms ordering: 1-800-562-g050; services for taxpayers with special hearing and / or speaking needs: [-800-4q7-SOZO (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 the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-10gl, 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 ba addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 171ga-g601 Phone (7173 767-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. if any tax due is paid within three (2) calendar months after the decedent's death, a five percent (52) discount of the tax paid is allowed. The 1SZ 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 and of the tax amnesty period. This non-participation penalty is appealable in the same manner end 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 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 (61) percent per annum calculated at a daily rate of .00016q. All taxes which became delinquent on and after January 1, 1982 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 1982 through Z004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ZOZ .000548 ~)'~'~-1991 llZ .000301 ~ 92 .O00Zq7 1983 162 .000458 1992 92 .OOOgq7 2002 62 .000164 1984 llZ .000501 1995-199q 72 .000192 ZOOS 52 .000137 1985 152 .000S56 1995-1998 92 .OOOgq7 200q qZ .000110 1986 102 .00027q 1999 72 .000192 1987 IOZ .O00Z7q ZOO0 7Z .OOOIgZ --Xnterast is calculated as follows: ZNTEREST = BALANCE OF TAX UNPAXD X NUNBER OF DAYS DELTNQUENT X DALLY 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. ~Ullu.Jt:::LJ.d.llU ~ouncy Keglscer UJ: WlllS One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 6/06/2005 WHITLEY BRIDGET M KEEFER, WOOD, ALLEN & RAHAL P. O. BOX 11963 HARRISBURG, PA 17108-1963 RE: Estate of FOX GEORGE B File Number: 2003-00605 Dear Sir/Madam: It has corne 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: 7/12/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~=~ REGISTER OF WILLS cc: File Personal Representative(s) Judge cJ;{