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04-0095
Estate of also known as Social Security No. 186-22-6068 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the executors in the last will of the above decedent, dated Dec.24, 1976 and codicil(s) dated N/A PETITION FOR PROBATE and GRANT OF LETTERS William B. Garman No 21-04 '- Note: Helen K. Garman died November 11, 1997 To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania named (state relevenat circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland with his last family or principal residence at 116 Forge Road, S. Middleton Township County, Pennsylvania, (list street, number and municipality) Decedent, then 77 years of age, died Jan. 17, 2004 at Carlisle Regional Medical Center, Cumberland County 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: No Exceptions Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ unestimated Total: unestimated WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary thereon. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) William Benjam~~ 91 West George Street York PA 17313 Benfamin Jared Garman 6 Catalpa Court Boiling Springs PA 17007 OATH OF PERSONAL REPRSENTATIVE COMMONWEATLH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition 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 subgOjbed before me this_,~_~ day of ~:~_2~ , J.aquary, 2004 ~ /~ f Register No. 21-04' Estate of William B. Garman Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~t:-~ ~ 200 ~7/ , in consideration of the petition on the reverse sitle hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated__ Dec.24, 1976 described therein be admitted to probate and filed of record as the last will of William B. Garman and Letters Testamentary are hereby granted to William Benjamin Garman and Benjamin Jared Garman FEES Probate, Letters, Etc. Short Certificates(l ) Renunciation Total Robert M. Frey #06274 ATTORNEY (Sup. Ct. I.D. No.) 5 South Hanover Street Carlisle, Pennsylvania 17013 ADDRESS (717) 243-5838 PHONE RENUNCIATION In Re Estate of William B. Garman deceased. To the Register of Wills of CumberlarKl County, Pennsylvania. The undersigned Ketrin Kammerer Garman.. a en-~.~o.e,,tnr of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters Testamentary be issued to William Benjamin Garman and Benjamin Jared Garma~l WITNESS my hand this 22n~] day of J~nu~ry 20Q{ I~YX . (Signature) Ketrin Kammerer Garman 640 Chambers Street Steelton PA 17113 (Address) (Signature) (Address) (Signature) (Address) RENUNCIATION In Re Estate of William B. Garman deceased. To the Register of Wills of Cumberland County, Pennsylvania. The undersigned John Edward Garman~ a co-executor of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters Testamentary be issued to WITNESS my hand this ~ ~ day of a~n,m,,y 9.[~D4X~X . ~]~n'Yn ]~dward G'-~(~[~['~e) 551 Washington Crosssing Road Newtown PA 18940 (Address) (Signature) (Address) (Signature) (Address) REGISTER OF WILLS OF c. ttmr~.rt, a~tn COUNTY OATH OF SUBSCRIBING WITNESS ROBERT M. FREY (each) a subscribing witness to the will presented herewith,.. (each) being duly qualified according to law, depose(s) and say(s) that _. h~ was ~ present and saw the testator , sign the same and that _ he signed as a witness at the request of testat_ar__._ in ~ presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). " Sworn to or affirmed and subscribed before ~/~~~- ~-1 me this c~p ~-,q day of Robert M. Frey (Name)/'a-`/ · tnnlln rxz 9.004 (Name) (Address) REGISTER OF WILLS OF Ct~tmnE?_t_,A_~.D COUNTY OATH OF NON-SUBSCRIBING WITNESS (eaSe being du~qualified accor~epose(s) and sa s that -: -'" lam,liar with'~s~ of___~ILI, IAM lq. OArMAN . testat...or _ of (one of the subscribing wi~ the ~""'~;~ .Xpo~;nted herew,th and thai5- _they ~~believes the signore on the wilXlOis in the handwriting o1' me this day of Robert G. Frey (Name) January 2004 X'~L _.5 S. Hanover St., Carlisle PA 17013 (Address) Register Trisha A. Liess (Name) 5 S. Hanover St., Carlisle PA 17103 (Address) REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that present and saw the testat request of testat.__ other subscribing witness(es)). Sworn to or affirmed and subscribed before me this day of 19.__ , sign the same and that signed as a witness at the in h presence and (in the presence of each other) (in the presence of the Register (Name) (Address) (Name) (Address) REGISTER OF WILLS OF C_,., ,...3oo_~A,.~ ~ COUNTY OATH OF NON-SUBSCRIBING WITNESS d.o L -t- (..-.7 , (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that ~E' c~ ~ familiar with the signature of ~.'/I ~ ~,~ ~. ~-.,~.~, testat oc' of ~-e of thc ~--~'-~-;~';~g ,,,;* ...... to)_ the will presented herewith and codiei~ that ~x ¢_ believes the signature on the will is in the handwriting of to the best of knowledge and belief, tAI ~'----] Sworn to or affirmed and subscribed before , ff~is ~~ dayof ~N~a~m;~ ) (Name) (Address) REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that present and saw the testat. request of testat.__ other subscribing witness(es)). ., sign the same and that signed as a witness at the in h presence and (in the presence of each other) (in the presence of the Sworn to or affirmed and subscribed before me this day of 19.__ Register (Name) (Address) (Namej (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according .to law, depose(s) and--say(s) that testa~ of (one of the subscribing witnesses to) the will presented herewith and codicil that ~ believes the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed befor~ ¢¢/,r,..e/jjthis ~'3 7',z/ day of (Name) 45o7 © cf Kc,/. .Came) r (Address) his is to certify that the information here given is correctly copied from 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. P 9990562 JAN 2 0 200~ No. ~ Date 77I Cumberland Accountant 116 Forge Road ,~Boiling Springs, Pa 17007 COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS ' CERTIFICATE OF DEATH IsEx Is(xn^t ~cumTY ~u~e~ IOAtE OF ~H,U~. ~. '~ WILLI~ B. GAiN ]'. Male =. 182 ~ 22 -- 6068 ]*.January 17, 2004 ~] ~.9/9/] 926 ~.~enns~lvan[a ~.~'"~ ~ ~,,,~ ~' ~ ~ ~ ~ ~ ~ ,'~ ~ I,,-StateGovernmentI,,. I,~ ...... ~2-L .......... h,. W,d,,., I,,. [ ~'s Pennsylvania ,~,~.~ South Middleton ~, 'm-~ Cumberland ~' ,,aG ~a c~,~ Benajmin F Garman ~amin garman I,,. s =ter rd-- [ .... ="s,e, Pa '70'3 ~. Ronan Ftw, eral Heme 255 York Rd. Carlisle. Pa 1701~ ,,,. ~'~ o'~'~O6-X~_ I,,.. u,~o,...r '~, ;004 LAST WILL AND TESTAMENT OF WILLIAM B. GARMAN I, WILLIAM B. GARMAN, of South Middleton Township, (R. D. #1, Boiling Springs), Cumberland County, Pennsylvania, being of sound and disposing mind, memory and~understanding do hereby make, publish and declare this as and for my last Will and Testament hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executrix to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. 2. and mixed, All the rest, residue and remainder of my Estate, and wheresoever the same may be situate, I give, bequeath to my wife, Helen K. Garman, her heirs and assigns, to the exclusion of my children, born and unborn, provided my said wife shall survive me by a period of ninety (90) days. 3. Should my said wife, Helen K. Garman, predecease me or fail to survive me by the aforesaid period of ninety (90) days, then in such event all the rest, residue and remainder of my Estate, and wheresoever the same may be situate, I give, real, personal devise and real, personal and mixed, devise and bequeath in equal shares to my four (4) children, their heirs and assigns, the share any deceased child would have received to pass to his or her issue per stirpes and ir there be no issue then such share shall lapse and be added to the remaining shares. I am the father of the following four (4) children: William Benjamin Garman, Benjamin Jared Garman, John Edward Garman, and t<etrin Kammerer Garman. Page 1 of 3 pages 4. Should any person less than 21 years of age be entitled to distribution from my estate, in such event I nominate, constitute and appoint The Commonwealth National Bank, and its successors, One North Hanover Street, Carlisle, Pennsylvania, as Guardian of the Estate of each such person, and authorize and direct it to receive and invest the same, and to pay the income arising therefrom together with so much of the principal thereof as in its opinion is necessary or:desirable to be expended for the proper maintenance, support and education of such person, to or for the benefit of such person, and upon such person attaining 21 years of age to pay to him or her the then remaining principal together with any undistributed income. 5. Garman, I hereby nominate, constitute and appoint my said wife, Helen K. as Executrix of this my Last Will and Testament but should she predecease me or fail to qualify, then in such event I nominate, constitute and appoint my said four (4) children, or any of them, they being William Benjamin Garman, Benjamin Jared Garman, John Edward Garman, and Ketrin Kammerer'Garman, as Co-Executors and I further direct that none of them shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written ontbree pages this 24th day of December , 1976. /' W~lliam B. Gar~h~h Page 2 of 3 pages Signed, sealed, published, and declared by WILLIAM B. GARMAN, the Testator above named, as and for his last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Page 3 of 3 pages CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: WILLIAM B. GARMAN Date of Death: Will No. January 17, 2004 Admin. No. 21-04-00095 To the Register: I certify that notice of (beneficial Interest) 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: February 10, 2004 Name Address William Benjamin Garman Benjamin Jared Garman John Edward Garman Ketrin Kammerer Garman 91 West George Street, York PA 17313 6 Catalpa Court,Boiling Springs PA 17007 551 Washington Crossing Road, Newtown PA 18940 640 Chambers Street, Steelton PA 17113 Notice has now been given to all persons entitled thereto under Rule 5.6)a) except NO EXCEPTIONS Date: February 10, 2004 Signature Name: Robert M. Frey Address: 5 South Hanover Street Carlisle, Pennsylvania 17013 Capacity: Personal Representative X.Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT 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 003842 FREY ROBERT M 5 S HANOVER STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 186-22-6068 FILE NUMBER: 2104-0095 DECEDENT NAME: GARMAN WILLIAM B DATE OF PAYMENT: 04/19/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01/17/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $22,037.00 "REMARKS: "SEAL TOTAL AMOUNT PAID: 04-17-04 WAS ON A SATURDAY, PAYMENT MADE ON MONDAY CHECK//116 INITIALS: AC RECEIVED BY: $22,037.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMO.W~T~ I KI=V'1500 I wr.~.~ u~. ~.LY PENNSYLVf:~II; ~ I ~"~"~u~l~.~ ~1~ INHERITANCE T~RETURN~Fi~NUM~. 21-04~095 ~ISBURG, PA 171~1 I RESIDENT DECEDENT ,~=. ~ ~ ~T, FIRST, ~D ~DDLE INI~) IS~ SECUR~ N~ER B Garman 186-22~068 ~) DA~ OF BIRTH ~D~) ~ ~ ~ BE ~ ~ ~ ~ 1/17~0~ 9/9/1926 REGISTER OF WILLS , SUR~ S~SE'S ~E ~T, FIRST, ~D MIDDLE INfiX) S~ SECU~ NUMAR Z ~obert M. Frey IAILING ADDRESS 5 South Hanover Street 3arlisle, Pennsylvania 17013 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule a) (2) 3. C~oselyHeldCorlxxation, ParlnemhiporBole-Pmpriatorship (3) NONE 4. Mortgages & Nole~ Receivable (Schedule D) (4) NONE (Schedule L=) (S) 6. Jointly Owned Prope~y (Bohedule F) (6) NONE 130~000 221 ,~76 193r967 OFFICIAL USE ONLY (6) (11) 48~538 2~698 580~001 51~236 12. NET VALUE OF ESTATE (Line 8 minus Line 11) (12) 13. Charflalfle and Gmmenlal Bequests/Sec 9113 Trusts for which an election to tax has nat been made (Schedule J) (13),,, (14) 14. Ne~ Value Subject to T~x (Line 12 minus Une 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES 15. Amount o/Une 14 tremble at the spousal tax rate ,~ tm under Sec.9116 (a)(1.2) x .0__ (15) 16, AmountofLine14taxableatllnealrate 528~765 x ,045 (16) 17. Amount of Line 14 laxable at sibling rote x , 12 (17) 18. Amount ~ Line 14 ta~able at c~llateml rate x . 15 (18) 19. Tax Due ~0.[] (19)__ 528~765 0 528,765 23~794 0 0 23 794 Decedent's Complete.Ad?ess: STREET ADDRESS CITY Bo ng Springs STATE ZIP PAS 17007 Tax Payments and Credits: I. T~ Due (Page I Line 19) 2. Credits~nte A~ Spousal Pove~y Cmdif B. Prior Payments C. Discount 22r037 1~160 O) Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest 3 E. Penalty Total leteresl/Pena~ (D + E) (3) 4. If line 2 is greater then Line I + Erie 3, miter the difference. This is the OVERPAYMENT. (4) Make Check Payable to: REGISTER OF WILLS, AGENT II PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN ;'X" IN THE APPROPRIATE BLOCKS I. Did decedent make a transfer and: Yes No a. retain the use or income of the property tmnsfen-ed; ....................... [] [] b. rMain the right te designate who shall u~e the peopedy transferred (x its inc~ne; ........... [] [] o. retain a revemiooafy irltere~; or .............................. [] [] d. receive the promlee for life of either paymente, bermf~s or cam? .................. [] [] 2. if death oc(=un-ed alter Deoember 12,1982,did decedeflt transfer ixopMty wifhin one year of death without receivleg adequate considefaifon? ............................ [] [] 3. Dfd decedent own an 'in trust for' or payable upon death bank account or t~Jdty al his or her death? .... [] [] coeteins a heneficleiy designation? ............................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS 18 YES, YOU MUST COMPLETE SCHEDULE O AND FILE IT AS PART OF THE RETURN. 23~794 23~197 3 597 3 6OO 6 Catalpa Court, Boiling Spdngs, Pennsylvania 17007 5 South Hanover Street Carlisle Penns Ivania 17013 11/22/2004 DATE 11/22/2004 E8 lATE OF William B. German SCHEDULE A REAL ESTATE FILE NUMBER 21-04-0095 ALL REAL PRv~,=~ ~ Y OWNED SOLELY OR AS A TENANT IN COMMON MUST BE REPoI~TED AT FAIR MARKET VALUE. Fair market value is defined as the pdce at ITEM NUMBER 1. DESCRIPTION Real Estate, 116 Forge Road, S.Middleton Township, Cumberland County [ Meals and the Boiling Springs Booster Club, a ~lstance of sixty (60) feet to a ~l~J~l, "11~. ~. ill. VALUE AT DATE Of DEATH 130,000 TOTAL (Also enter on line Ir Recapitulation)I S 130~000 (If more space is needed, insert additional sheets of the same size) April 30, 2003 GARMAN ESTATE TO GARMAN '116 FORGE ROAD, BOILING SPRINGS, PA 17007 SOUTH MIDDLETON TOWNSHIP PRICE S. MiddletonTwp. 1/2% transfer tax S. Middleton School Dist. 1/2% transfer tax Pa. 1% transfer tax Recording Deed Notary Public fee Tax pro-rated to 5.1.04: 2004 Assessment 123,740.00 2004 Cry. & Twp tax: 0.002352 2004 Cry. & Twp 291.03648 240 days prepaid @ .7952 = $190.84 less 2% ~.82 $187.02 2003-04 school tax: 0.013452 2003-04 school tax 1664.55 61 days prepaid @ 4.5480 = $277.43 less 2% 5.55 $271.88 Attorney's fees ESTATE $650.00 $650.00 P.O.C. P.O.C. ,P.O.C. ..GARMAN $130,000.00 $ 1,300.00 $ 38.5O $ 187.02 $ 271.88 N.C. $1,300.00 $131,797.40 Price $130,000.00 Less tax prorated 458.90 Total due $130,458.90 Less deductions above 1,300,00 Net due Seller $129,158,90 217 REV-1503 EX+ (~98) SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER William B Garman 21-04-0095 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2. 3. 4. 5. 6. 7. 8. 9. SBC(548 Shares ~}26.735) Waypoint Financial Corp.,Acct #-4000997162(.808 fraction of a sha re @ 17.72) Waypoint Financial Corp.(2300 Shares ~22.50) BellSouth Corporation(145 Shares ~29.445) ~,T&T(32 shares ~}21.345) 3ommunity Banks, Inc.(542 Shares ~36.025) _ucent Technologies Inc.(34 Shares ~}4.695) =NC Financial Sen, ices Group Acct #0000293849,(17.718578 @54.70) PNC Financial Services Group Acct #35880181,(1590 shares ~54.70) Brookwood Investment, Acct f~3RO86751 14,651 14 51,750 4,270 683 19,523 160 969 86,973 42,183 TOTAL (Also enter on line 2~ Recapitulation $ 221 r 176 (If more space is needed, insert additional sheets of the same size) WILLIAM B GARMAN & HELEN K GARMAN JT TEN ecord'Dale Payable Date Per Shem Z/ZO/Oq 02/02/0~1 0 .~1Z500 Current Net Dividend Year to Date Net Dividend $80,00 f80,O0 No. of Shame Gross Dividend Paid 256 80. O0 Yearto Date ; .$80, O0 Tax Withheld 0.00 $0.00 See Reveme Side [or Shareowner Services Directocy INTERNET ACCOUNT ACCESS IS HEREI We are pleased to announce that you can access ,your account Information on the Internet through EquiServe's web site. Visit http://www,eqmserve,com You will need the issue number and account number located above, your social security number (1! applicable) and your initial password of 45895~J07 to gain access to your account, ~/li'l lAM 1~ GARMAN & HELEN K :~ARMAN JT TEN .,cord Date Payable Date 1/10/0~ 02/02/0~ Current Net Dividend Year to Date Net Dividend Rate Per Share No. of Shares Gross Dividend Paid Tax Withheld $91.25 0.$12500 292 91,25 0.00 ' :'~' YeartoDale ~ . i:25 ~0.00 See Reverse Side for Shareowner Services Directory INTERNET ACCOUNT ACCESS IS HERE; We are pleased to announce that you can access your account information on the Intarnet through EquiServe's web site. Visit http://www.equiserve.com You will need the issue number and account number located above, your social security number (if applicable) and your initial password of 09250638 to gain access to your accoullt. o SOUTHWESTERN BELL CORPORATION will furnish tO any shareholber upon reqdest made {o its principal olfice, and without charge, a full statement of the daslgnatlons, preferences, limitations and relative rights of the shares of eec~ class authorized, and of the variations in the retstive rights and preferences between the share~ of each preferred or speCial (~Jess in series, so far as the same have been fixed and determined, and the authority of the board of directors to fix and determine the relative rights and preferences of This certificate also evidences and entitles the holder hereof to certain Rights u ~et forth in th~ Rights Agreement betwse~ ,,S, out hwestem ~ell Corporation, a Delaware corpomgon (the "Company"). a~l American Transtach. Inc., a Delaware corporaUon. (the 'Rights Agent' ), dated as of January 27.1989 (the "Rights Agreement"), the terms of which are hereby incorporetad here]~ by'reference Agreement), whether currently held ~by or on behalf Df such Person or by any subsequent holder, may became null and void. ACCT: ·t BEFORE$1GNING. READANDCOMPLYCAREFULLY IMPORTANT I WiTH REQUIREMENTS PRINTED BELOW. Wauooint August 8, 2003 Dear Shareholder: Waypoint Financial Corp. is pleased to deliver to you with this letter a certificate representing the 5% stock dividend declared by the Board. of Directors on July 17, 2003 to shareholders of record on August 1, 2003. A check for any fraction of a share resulting from the stock dividend will be paid on the basis orS17.72 per share (the closing price on August 1, 2003), and mailed to you under · separate cover. Your cash dividend of $0.12 per share will also be forwarded to you separately, payable on your total post dividend shares. You may direct any questions to Erika Dupes, our Shareholder Relations Specialist, at (717) 909-2335. Thank you for your confidence in Waypoint. Sincerely yours, David E. Zuem Chief Executive Officer and President Enclosure N o ~ o 0 0 o el. ~o-~ 0 ~0 C~ 0 0 Ut 0 A'r T EXTENSION OF VOLUNTARY SALE, PURCHASE, AND EXCHANGE PROGRAM July 2004 DEAR SHAREOWNER: The AT&T Corp. ("AT&T') voluntary sale, purchase~ and exchange program has been extended until August 16, 2004. Our records show that you still have not exchanged your pre-reverse stock split shares. To participate, you must exchange your pre.reverse stock split AT&T shares for post-reverse stock split AT&T shares, which will then be held In book.entry. Please note that you will be unable to sell, pledge, transfer or assign your certificated shares until they have been exchanged. Terms and fees associated with the program are explained in the Questions and Answers on the reverse side. If you have lost your certificates you may still participate in this program. Please see Question 7 on the reverse side. Your Acceptance Form must be received in good order no later than August t6, 2004, at which time this program will expire. SINCEREE.yi. ............................................... TALl ZELTNER AT&T SHA~OWNER SERVICES ACCEPTANCE FORM FOR AT&T VOLUNTARY SALE, PURCHASE, AND EXCHANGE PROGRAM I, the undersigned, owning fewer ~han 100 sl~ares of AT&T common stock, do hereby authorize the sale, purchase, and/or exchange of AT&T shares as Indk:ated below. I agree to the ten'ns of the program described in the letter dated July 2004 and certify that the Social Security Number (SSN) or Tax Identification Number (TIN) on record Is accurate end that I ~n not subject to bed(up withholding, I understand that if [ exchange my shares only, the processing fee and a surety bond (if applicable) will be deducted from the shams issued by selling the appropriate number of shares to cover such fees, Any resulting ha~ona] shares will be sold and I will receive a check in-lieu of such shares, I undersfand that I can exchange my shares through EquiServe LiP, AT&T's transfer agent, at no cost. The lest 4 dlglt~ of your SSN or TIN are Indicated next to "TIN" below. If the 4 digits are Incon'ect or missing, please provide your entire 85N or TIN In the speGe provided. Total Post-Reverse Stock Split Position: 32.0000 tn~car~ Your I~tec~on (¢~k ~n~ box) 8193 Account # 00202T'/'9613 (4) TIN WZLLZAU B GARMAN & HELEN K GARMAN JT TEN 116 FORGE RD BOZLZNG SPRZNGS PA 17007-9747 SIGN $1(~NATUP. E OF OWNI[R $1ONATURE OF ~10] NT OWNER, IJ= ANY DATE TELEPHONE 0 0 (~ Sha~holder Assletance Phone Number 1-800-46~-9718 ~our,: Nu,'~ber 4000997162 Record Oata 06 / 16/04 Pa~ab!, Oa~, 07 / 01 / 06 ~a~ · 1700 ~o~ S~m~ 6 82,0 00 Fed. Tax ~held ~ · 0 0 .00 NETAMOUNT q't ADDRESS CHANGED ? To assure prompt receipt of future dividend checks. If your address has changed please enter the correct Information in the space provided below. Detach and maJJ this card to the address provided on the reverse side. Please authorize your change by s gning this card in the space provided. Pleasesendlnformationrega~lng [] DivJdendRelnvestment ~C~NTNUMBER 4000997162 CBIl WILLIAM 8 GARMAN 116 FORGE RD BOILING SPRINGS PA 17007-97~? ] ALL MAIL ] CHECKS : ONLY NEW ADDRESS SIGNATURE(S) Must be signed by all regis[ered holder(s) ~Banks Account Summary WILLIAM B GARMAN 116 FORGE RD BOLLING SPRINGS PA 17007-9747 Questions: U,S telephone number: 800-468-g716, Outside U.S.: 651-450~4, Fa~ number: 651-3~6-4355 For ~requent y asked questions, please visit ~.~l~s~r~o.com/shareowneme~ices ,,, , April 27, 2004 Community Banks, Inc. Account ~ 4~00~97162 ~ Direct Registration Information CUSIP Number: Broker / Dearer Firm Name: Broker / Dealer Account Number: Broker/Dealer Participant Number: Transfer Agent Acoount Number: Account Value Market Value Date Market Value Price Total Market Value 203628102 4000997162 04/2~04 $29.80 $20,323,60 Year.to-Date Amounts e-hare Balances Curreflt Total Dividend Paid $216.90 Oirect Regiae'al~on 165.000 ,[Certificate(s) Ser,'lee Charges Paid by You $0.OO 617,000 Commiseions Paid by You $0,O0 Dividend Reinvestment Plan O.0OO Federal Tax Withheld $0.00 Total Shams 662,000 NRA Tax Withheld $0.00 ity ' ) ear-to-Date Aotiv Stock Dividend Stock Dividend 108.000 32,000 ;ommunity Banks, Inc. Is participating in the Direct Registration System (ORS), You may choose to hav~ your ORS and/or Plan shares electronically delivereo o or from your shareowner account. For in/ormaticn concerning authorization of electronic share movement, please contact your Broider/Dealer. 'his statement also entitles the holder hereof to certain Rights as sat forth in a Rights Agreement between Community Banks, lnG. and Community Banks, ated as of February 28, 2002 (the "Rights Agreement'), [he terms of which are incor~oreted herein '~y reference and a copy of whloh is on file at the principal xeoutive olfiGs of Community Banks, lnG. and is available tree of charge to shareholders. - Transaction Request Community Banks, Mail to: Wells Fargo Shereowner ServicesTM Community Banks, Ina. CBII Book PO Box 64874 t~"tPaul MN 55164-0874 [] Please change my address as indicated. WILLIAM B GARMAN 116 FQRGE RD BOLLING SPRINGS PA 17007-9747 Account # 4000!i97152 ) See Reverse for Instructions [] 1. Deposit me enclosed certificate(s) for L, shares to my ORS account. [] 2, Transfer shares per the attached instructions. r i i i.ooo All registered owners must sign on the reverse side of this request. I i lll llllllll lllllllllllll llllllillll lllll , o o.,,,,, IIIII Requests submitted on this form Will only a~ect DR$ shares, ~ct shares helcl in the Dividend ReJnvestment Plan. '~' ;N '¥J.OS~NNI~I ~N¥80gld~f_~ S~'13M :peJels!§a~ pu~ peu§!s~a~unoo _Zm ~vSJ.com Stock Chaffing for ?NC a~d · little gossip about the 2004 election season? (NYSE) Date Price High Low 1/16104 54.91 54.92 54.36 u.s. Dollar Volume 902,600 No Splits Get another quote any day after 1/2/1970 112/1970 Symbol: Date: [1/16/2004 I ~ Copyright © 1998-2004 BiqCharts.com Inc. Historical and current end-of-day data provided by FT Interactive Data. 55 54 53 1mo 04 F~.'b 2mo 3mo 6mo lyr 3yr 5yr Copyright © 2004 Dow Jones & Company, Inc. All Rights Reserved o · k',, 54.910 + ~ \,,') ~ 54.490 + % 109.400 * 54.7130 * PNC The ])NC Financial ~rvices Group PNC WILLIAM B GARMAN & HELEN K GARMAN JT TEN 116 FORGE RD BOILING SPRINGS PA 17007-9747 Computershare Trust Co., Inc 2 North LaSalle Street Chicago Illinois 60602 Within the US, Canada 5 Puerto Rico: 800 982 7652 Outside the US. Canada ~ Puerto Rico: 312 360 6235 Facsimile: 312 601 4335 For a ~ange of sddrses please coil [he above number. Holder Account Number C 0000293849 IND ~SN/TIN Certified Yei UflcerllflKI accoant~ em ~ubJect tO withfxddlng taxes on dividend paymlets and sales ~ooeeds. ThePNC FlnanelalSewtces Grou , Inc.. DiVidend Dear Shareholder, Important: Your 2003 Form 1099-DIV is enclosed. Please retain this tax document for your records. If you have any questions regarding your account, contact Computarsham shareholder services by telephone at 1-800-982-7652 or by mail at Compute~share Investor Sewices, Post Ceca Box 3504, Chicago, IL 60690-3504 Please Note: If your dividends totaled less than $10 for the year, them will be no Form 1099-DiV enclosed in this envelope, unless subjected to backup withholding. In accordance with IRS requirements all taxable dividend income is reportable on your ncome tax return. Pleas~ consult your tax adviser for all matters specific to your tax filing obligation. Dividend Information Payment Date I Cl., Deserlpflon Record Date: 14Jan 2004 Sharee/Un~ Pa~lclpsting Dividend I Groes ! n D vidend Ralnvesment Rate ($)I Dividend ($) ~ Holder Account Number:C 0000293840 Deduction I Dedudion I Net Amount ($)I Type i Dividend ($) 24 Jan 2004 Cornmo~ 17,559304 0.500000 8.78 Transaction History From: 01 Jan 2004 To: 26 Jan 2004 · Date J Tranoastton Da~oriptlon I Tranoacflon I Deduction Deduction ~ Amount ($) I Amount ($)i lypol 8.78 Net i Price Per; Total Amount ($) i Share/Unit ($) ! Shares/Units 26 Jan 2004 Olvidend Relnv~tment 8,78 8.78 55.125000 0,t 59274 Summary of Holdings Date: 26 Jan 2004 Ce~;;,,~,;ed Shares/Units Direct Registration/ Dividend Rainvestment Held By You Book Shams/Units Shares/Units Total Share,/Units 0.0000~0 0.00~000 17.718578 17,718878 Cloeing Pric~e Per Share/Unit (S) I Value ($) 56.030000 992.77 Br00kw00d Investment Advis0rs, Inc 19 Brookwood Avenue · Suite 103 · Carlisle, PA 17013 Phone: 717.243.8777 · Fax: 717.243.7291 · Toll Free 888-230-1480 March 3, 2004 Attorney Robert Frey Frey & Tiley 5 South Hanover Street Carlisle, PA 17013 RE: Estate of William B. Garman Attorney Frey: Per your request, I am providing you with the date of death values of the accounts of Mr. William B. Garman (as of Jm~uary 17, 2004). The date of death values are as follows: Acct. #5CR086751 Mr. William B. Garman, Individual $42,183.23 Acct. #5CR086769 IRA FBO Mr. William B. Garman $19,240.81 You may contact me at 243-8777 if you need additional information. Respectfully, Todd B. Fogelsanger Registered Representative TBF:las Securities and Investments Advisory Services are offered through Cambridge h~vestments Research (CIR), Inc. A Registered Broker / Dealer, Member NASD / SIPC, and Federally Registered Invesm~ent Advisor. Brookwood Investment Advisors and Cambrklge Investment Research are separate and unrelated companies. ESTATE OF William B. Garman SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONAL PROPERTY FILE NUMBER 21-04-0095 ITEM NUMBER 2. 3. 4. 5. 6. 7. 8. DESCRIPTION :Wachovia Bank, Checking Acct #1010071396800 Citizens Bank, Checking Acct ;/6100731154 Waypoint Bank, Checking Acct #1705004282 Waypoint Bank, C/D #1759284001 1969 Ford Mustang Convertible 1970 Chevrolet Camaro 1990 Chevmle~ Lumina Sedan 4D PSERS, Prorated Pension VALUE AT DATE OF DEATH 39,198 78,595 42,803 25,525 3,500 3,000 1,200 141 TOTAL (Also enter on line 5, Recapitulation)IS 193~96~ (If more space is needed, insert additional sheets of the same size) Wachovia Bank N.A. Balance Confirmation Services P O Box 40028 Roanoke, VA 24022-7313 Re~rencelD:861425 March 23, 2004 FREY & TILEY ATTORNEYS AT LAW 5 SOUTH HANOVER STREET CARLISLE, PA 17013 SUBJECT: Verification /Continnation of Account and Balance Information provided for: Customer: WILLIAM B GARMAN (SSN# 182-22-6068) Date of Death: January 17, 2004 Deposit Account Information Account Account Date of Death Average Date Maturity Interest Type Number Balance Balance* Opened Date Rate CHECKING l010071396800 $39,190.26 I/8/2003 LEGAL TITLE: WILLIAM B GARMAN CLOSING BALANCE: $39216.59 Accrued YTD Date Interest Interest Paid Closed $8.03 $25.74 2/I8/2004 *D ' No Safe Deposit Box found for customer. * Date of death balance does not include accrued interest. * If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were rr~ time period. Scrvicenter Associate Phone: (540)563-7323 ssp;ag 000 000614 CITIZENS BANK Account Number 6100731154 Account Title WILT JAM B GARMAN Date Opened 6/6/1966 Account Type Checking PrincipaIBalance as of DOD ~ $78594.54 Interest from Last Posting to DOD $ .00 Account Balance as of DOD $78594.54 YTD Interest to DOD $ .00 T0:717~36441 LOOK FOR US. WE'LL G~'T YOU TH~R~. 4/19/2004 The information which you t~qucstcd on thc accoant(s) of W~ILLIAM B GARMAN (Social Security Number 182-22-6068) is/nrc aa follows: Account Nunlber 1705004282 Class of Accmam CHECKING Date Opened 052185 Principel Balance 42793.0 I Accrued Interest 9.86 Balance at Dalc of 42802.87 Death Account'Ownership ]TO Name of Joint HELEN K Owner, if any GARMAN Date Ownership 052183 Wa~ Established Account Number Class of Accounl Dele Opened l~'lncipaJ Balanec Accrued Interest Balance n! Date Gl~ Death Account Ownership Name of Joint Owner, if'any Date Ownership Wes Established 1759284001 CERTIFICATE 013196 21484.07 41.22 25525.29 JTO HELEN K GARMAN 013196 Additional Requested SENIOR SERVICES REP. RO. Box 1711, HARI~ISBUR6 lUENN~I.VANiA 1[710S=1711 Toll Free I-EIS6-WAYPOINT (I-SSS-929-764S) · IN YORK AR~ 717/illS-4SO0 · www.walJpolntbank.com 217 REV*1510 EX+ (~98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER William B Garman 21-04-0095 This schedule must be completed and filed if the answer to any of questions I through 4 on the reverse side of tl~ DESCRIPTION OF PRO~'~-ET¥ ITEN It~Ct-UDEIHEt~a4EOF'II'IETRN~SFER£E,~l'IBRREI~T1(~IIpTOOECEDENTAND'~ED~OF DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER 'mA~E,. ^'rrAc, ^CO,YO~'n~ DEr:D ~ RF.~. EST^'m. VALUE OF ASSET INTEREST i,,.~uc~u VALUE 1. Transamerica Life & Annuity, ;F26149492 15,522 100.00% 15,622 2. Brookwood Investment, IRAa/SCR08867§9 19,241 100.00% 19,241 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOTAL (Also enter on line 7 Recapitulation) $ 34,863 (If more space is needed, insert additional sheets of the same size) April 19, 2004 A~tn ~obert Frey Via Facsimile 717-2~3-6441 · ~lt Annu~tyNu~ber(e) 2~i49492 Thank you for the recent inquiry on the abo=e Zig=ed non-~uali£te~ annu/~F for william B ~arman. Our records indicate =ha= =he above lis=ed policy was ~urrender~d ~n fu/1 on July 3, 2002. Please ~ind lie~ed below ~he de=ails of the eu=render~ Gross ~ $~rrendered: Principal Surrendered: $15,449.14 In~eres~ Surrendered: $ 173.11 surrender Penalty: $ 1,081.44 Federa~ T0~c Withholding: $ 0.00 State Tax Withholding= $ 0.00 Net Check A~o~t: $1~,622.2S Transamerica Aife Insurance and Annuity Company is a member of the /nsurance Marketplace Standards Association (IMSA), an organization commi=ted to high sg~ical marketplace scandarda in the sale a~d service of i~dividual life insurance and ar~ui=~es. If you have any questions or concerns, you may call our customer sex'vice line. Our toll free customer service line, 1-800-553-~957, is available Central Time from 7:00 AM to 5:30 PM Monday-Thursday and Friday 7:00 AM to 4:30 PM. 19 Brookwood Avenue · Suite 103 · Carlisle, PA 17013 Phone: 717.243.8777 · Fax: 717.243.7291 · Toll Free 888-230-1480 March 3, 2004 Attorney Robert Frey Frey & Tiley 5 South Hanover Street Carlisle, PA 17013 RE: Estate ofWillimu B. Gannm~ Attorney Frey: Per your request, I am providing you with the date of death values of the accounts of Mr. William B. Garrnan (as of January 17, 2004). The date of death values are as follows: Acct. #5CR086751 Mr. William B. Garman, Individual $42,183.23 Acct. #5CR086769 IRA FBO Mr. William B. Garman $19,240.81 You may contact me at 243-8777 if you need additional information. Respectfully, Todd B. Fogelsanger Registered Representative TBF:las Securities and hwestments Advisory Services are offered throu§h Cambridge lnvesnnents Research (CIR), Inc. A Registered Broker / Dealer, Member NASD / SIPC, and Federally Registered Investment Advisor. Brookwood Investment Advisors and Cambridge Investment Research are separate and unrelated companies. 217 REV-1511 EX + (12-99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATNE COSTS ESTATE OF William B Garman FILE NUMBER 21-04-0095 Debts of decedent must be repolted on Schedule I. ITEM NUMBER DESCRIPTION A. I. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. ;UNERAL EXPENSES: ;~onan Funeral Home, Funeral Services /Vestminister Cemetery, Burial Services [DMINISTRATIVE COSTS: Pe~onal Repreeentatfve's C~11missions Name of Pemonal Repre~e~tative (~) See Attached Sheet social se~'uHty Number(s) / EIN Number of Personal Represent atlve(s) Slmel Address Stat~ Yw(s) Commission Paid: 2005 Zip. Family Exempti~: (If decede~s address is n~ the same as claimant's, attach e~anation) ;heck cleared after date of death :1 ) Short Certificate 3umberland Law Journal, Advertising The Sentinel, Advertising Filing Fee, Pennsylvania Inheritance Tax Return Filing Fee, First and Final Account Citizens Bank Checks for Estate AMOUNT 7,979 995 19,436 19,436 308 32 3 75 116 15 116 27 TOTAL (A~so enter on line 9~ RecapitulationI $ 48,538 (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF WILLIAM ]3. GARMAN I, WILLIAM B. GABMAN, o£ South Middleton Township, (It. D. #1, Boiling Springs), Cumberland County, Pennsylvania, being of sound and dlsposing mind, memory and understanding do hereby make, publish and declare this aa mad for my last Will and Testament hereby revoking and making, void ~ny and all Wills by me at may time heretofore made. 1. I.direct my hereinafter named Executrix to pay all of my just debts and fi, natal expenses as soon after my death as may be found convenier t? do so. 2. All the rest, residue and remainder of my Estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to my wife, Helen If. German, her heirs and assigns, to the exclusion of my children, born and unborn, provided my said wife shall survive m~ by a period of ninety (90) days. 3. Should my said wife, Helen If. Garman, predecease me or fail to survive me by the aforesaid period of ninety (90) days, then tn such event ail the rest, residue and remainder 9f my Estate, real, personal and mLxed, and wheresoever the same may be situate, I give, devise and bequeath in equal shares to my four (4) children, their heirs and assigns, the share any deceased child would have received to pass to his or her issue per st[rpes and if there be no issue then such share shall lapse and be added to the memaining shares. I am the father of the following four (4) children: William Benjamin German, Benjamin J-ared German, John Edward German, and Ketrin Hammerer German. Page I of 3 pages 4. Should any person lees than 21 years of age be entitled to distribution from my estate, in.such event Inorn[nate, constitute and appoint The Commonwealth National Bank, and its eucceesore, One North I-Ianover Street, Carlisle, Pennsylvania, as Gu~rd[an of ~he Esters o~ each such person, ~d authorize ~d d(rect ~ %o Eece~ve and invest ~he same, and ~o pay %he ~ncome arising ~herefrom together with so much of the principal %hereof as tn its opinion is neceseary or~ desirable %o be expended for ~he proper ma[nten~ce, suppor~ ~nd education of such person, ~o or for the benefit of such person, ~d upon euch pereon a~tabl[ng 21 yeare of age to pay to h~m or h~r ~he %hen remaining pr~nc~p~together with any und~str~bute[ income. 5. I hereby aom~nate, constitute and appoint my sa{d w~fe, Helen Garm~, as Execu~Lx o~ ~h[s my Last W~H ~d Testamen~ but should she Dredecease me or f~il %o qualify, %hen tn such even~ I nominate, and ~ppo~nt my sa~d four (4) children, or any of %hem, they being W[II~am Benjamin Garret, Benjamin Jared German, John Edward German, and Ketrin Ifammerer Garm~, as Co-Executors ~d I further direct that none of them shall be required to post any bond ~o secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any o~her jut [sdict[on. IN WIT~SS ~REOF, I have hereunto set my hand and seal to this my Last Will ~d Testament written ont~r~ pages this 24th day of December , 1976. Page 2 of 3 pages Signed, sealed, published, and declared by WILLIAM B. GARMAN, the Testator above named, as and for his last Will and Testament, in our presence, who, tn his presence, at his request, and in the presence of each other, have hereunto subscribed 6ur names as attesting witnesses. Page 3 of 3 pages COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~UREAU OF iNDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128 0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11 96) NO. CD 004658 FREY ROBERT M 5 S HANOVER STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 186-22-6068 FILE NUMBER: 2104-0095 DECEDENT NAME: GARMAN WILLIAM B DATE OF PAYMENT: 11/23/2004 POSTMARK DATE: 11/23/2004 COUNTY: CUMBERLAND DATE OF DEATH: 01 / 17/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $600.00 TOTAL AMOUNT PAID: $600.00 REMARKS: SEAL CHECK//3314 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL ~~HUcJ.~,: (:"+f\~=.E 9\- NOTICE. OF INHERITANCE TAX INHERITANCE TAX DIVISION ..'-1 ; I, .),PPRAISEI1ENT J ALLOWANCE OR DISALLOWANCE PO BOX 2B0601 - OF DEDUCTIONS AND ASSESSMENT OF TAX HARRISBURG PA 17128-0601 2"n" J'" 2'1 1"",8: 18 llUJ Hf~ .. \; DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN C'I"',"I'/ L;':l'I\\ ORr",'"'''' d'"'l-ii-'"."J,,-, ROBERT M FRI6Y:"( " FREY & TI LEY 5 S HANOVER ST CARLISLE PA 17013 01-25-2005 GARMAN 01-17-2004 21 04-0095 CUMBERLAND 101 *' REY-15~1 EX 'F' (12-04) WILLIAM B Allount Re..itted ) CHANGED (1) 121 (31 (41 (51 (61 (7) 130.000.00 221.176.00 .00 .00 193,962.00 .00 34.863.00 (8) MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE.V' :rA\"'-Ex..AFp..CBl---6J'.-tioi'Yfl-ii'-iNHErtl-Tl"'-ci-'T-A'X.A'lI'PRA.isii"€Ni'~--Ar.t'i:i'WANCE.OR-....._....... --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GARMAN WILLIAM B FILE NO. 21 04-0095 ACN 101 DATE 01-25-2005 TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate {Schedule Al 2. Stocks and Bonds (Schedule BJ 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/AdM. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Govern.ental Bequestsj Non-elected 9113 Trusts (Schedule JJ 14. Net Value of Estate Subject to Tax (91 1101 48,538.00 NOTE: To insure proper credit to your account} submit the upper portion of this form with your tax payment. 580,001.00 51.136 nn 528,765.00 .00 528,765.00 NOTE: I~ an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS' .00 X 00 = .00 528,765.00 X 045 = 23,794.00 .00 X 12 = .00 .00 X 15 = .00 1191= 23,794.00 2.698.00 1111 1121 1131 1141 eAT"ENT ,., AMOUNT PAID DATE NUMBER INTEREST/PEN PAID I-I 04-19-2004 CD003842 .00 22,037.00 11-23-2004 CD004658 .00 600.00 INTEREST IS CHARGED THROUGH 02-09-2005 TOTAL TAX CREDIT 22,637.00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1.157.00 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 23.42 TOTAL DUE 1,180.42 . IF PAID AFTER DATE INDICATED} SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN 01, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR>. YOU MAY 8E DUE ~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~~ BUREAU OF INDIVIDUALtAlCES) INHERITANCE TAl< DIVISION ,:,:",.. PO BOl< Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REV-16D7 EX AFP 112-00 29 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-14-2005 GARMAN 01-17-2004 21 04-0095 CUMBERLAND 101 WILLIAM B ROBERT MFREY FREY & TILEY 5 S HANOVER ST CARLISLE Allount Rellitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ IW ::r&l>>.,.lr.4"rr.rB'l--.d'!'........;.."'fA~lm~r..,Ay.~nYlM.'lrr.b'l!'.At'i!'.sOW....................... ... ESTATE OF GARMAN WILLIAM B FILE NO.21 04-0095 ACN 101 DATE 02-14-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-25-2005 PRINCIPAL TAX DUE:. 23,794.00 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-17-2004 CD003842 1,159.84 22,037.00 11-23-2004 CD004658 2.43- 600.00 TOTAL TAX CREDIT 23,794.41 BALANCE OF TAX DUE .41CR INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .41CR . ~ SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), v.... OlAV RIl DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/16/2005 FREY ROBERT M 5 S HANOVER STREET CARLISLE I PA 17013 RE: Estate of GARMAN WILLIAM B File Number: 2004-00095 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 I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 19921 the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 1/17/2006 Your prompt attention to this matter will be appreciated. Thank You. SincerelYI I. C"'~ # j} b2I~~ ~~",/J&:iA_~ GLENDA F~RNER STR~SBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge \!JJ STATUS REPORT UNDER RULE 6.12 Name of Decedent: WILLIAM B GARMAN Date of Death: January 17,2004 Will No. Admin. No. 21-04-0095 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: 1. State whether administration of the estate is complete: Yes () No (X ) 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: February 2006 3. If the answer to No. 1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes () No ( ). (b) The separate Orphans' Court no. (if any) for the personal representative's account is: (c) Did the personal representative state an account informally to the parties in interest? Yes () No ( ) (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: December 29, 2005 ~-).n. ~ Signature ~ Robert M. Frey Name (Please type or print) c."-J 5 South Hanover Street Carlisle. Pa 17013 Address ..</ (717) 243-5838 Telephone No. Capacity: ( ) Personal Representative ( X ) Counsel for personal representative :_~') .V1/