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11-19-08 (2)
1505607120 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year Fife Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box.2soso~ 21 0 8 0 3 7 0 Harrisburg, PA 77128-D601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 716 09 8033 03 24 2008 07 28 1914 Decedent's Last Name Suffix Decedent's First Name MI ESHENBAUGH JR THOMAS W (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW '~X~ 1. Original Return ~~ 2. Supplemental Return r ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate L~ 4a. Future Interest Compromise ~ l 5. Federal Estate Tax Return Required - ~ (date of death after 12-12-82) ~- `X 6 Decedent Died Testate ~ X ~ ~. Decedent Maintained a Living T (Attach Copy of Trust) rust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of VYIp 11 9. Litigation Proceeds Received ~'' 1 p Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) i___ 1 ~ 'between 12-31-91 and i-1-95) I (Attach SCh. 0) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number EDMUND G. MYERS (717) 761 4540 Firm Name (If Applicable) JOHNSON DUFFIE First line of address 301 MARKET STREET Second line of address PO BOX 109 City or Post Office LEMOYNE Correspondent's a-mail address: State ZIP Code PA 17043 REGISTER OLS USE p;~NLY -f~~. .:A. ; -.-, _ _ r 6 ,e~ i._- ~~ ..:C:- ~ 7 ,::~ ~::, DAT~?FILED '~ - Q7 - :~ r"_~ '_ s 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. J` / i ' /?~ V~'~ V ~ CLt"1/1,j..'.'. Kurt R. Williams ~7, //Oj~?~J ~.QO~ 411 Tom's Road, Harrisburg, PA 17112 SIGN TURE OF PREPARER OTHER THAN REPRESENTATIVE DATE L~Z~~r1;rLrp,( ,6~~, EDMUND G. MYERS ~I~~II~~~ I'-~%~/~~ ~ ~, 1 ~ ,I(i~ ADDRESS 301 MARKET STREET, LEMOYNE, PA 17043 Side 1 1505607120 1505607120 J ` ~~ 1 J REV-1500 EX 15D56D722D oecedent'sName: THOMAS W ESHENBAUGH JR RECAPITULATION 1. Real Estate (Schedule A) .......................................................................................... 1. 2. Stocks and Bonds (Schedule B) ............................................................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D) .......................................................... 4. 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate. Billing Requested ............. 7, 8. Total Gross Assets (total Lines 1-7) ....................................................................... 8. 9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 11. Total Deductions (total Lines 9 & 10) ......................................................................11. 12. Net Value of Estate (Line 8 minus Line 11) .............................................................12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ................................................. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................ ..... 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 0 0 0 15. 16. Amount of Line 14 taxable at lineal rate x .045 1, 3 6 3, 4 4 3. 3 9 16. 17. Amount of Line 14 taxable at sibling rate X .12 0 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 0 0 18. 19. Tax Due ...................................................................................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Decedent's Social Security Number 716 09 8033 236,046.99 120,673.22 50,801.63 1,013,677.56 1,421,199.40 49,540.96 8,215.05 57,756.01 1,363,443.39 1,363,443.39 0.00 61,354.95 0.00 0.00 61,354.95 Side 2 15D56D722D 15D56D722D REV-150L EX Page 3 becedent's Complete Address: File Number 21-08-0370 DECEDENT'S NAME THOMAS W ESHENBAUGH JR STREET ADDRESS -- 1920 Elm Street CITY New Cumberland STATE ZIP PA 17070 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 61,354.95 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 55,000.00 C. Discount 2,894.74 Total Credits (A + B + C) (2) 57, 894.74 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 3, 460.21 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) $ , 4 6 0.21 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 :.................................... ^ c. retain a reversionary interest; or ................................................................................................................^^ d. receive the promise for life of either payments, benefits or care? ..............................................................^ L'~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .....................................................................................................................^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ^ 0 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. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exemol3 transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rev-1503 EX+(6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF (FILE NUMBER ESHENBAUGH, THOMAS W JR 21-08-0370 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH MORGAN STANLEY CUSTODIAL ACCOUNT N0.410 035266 140 - A copy of the Valuation of this Account at Date of Death is attached to this Return 1 912.151 shares of American New Perspective B 30.69 27,993.91 2 621.518 shares of American WA Mutual B 31.23 19,409.84 3 1,386.312 shares of American WA Mutual C 31.16 43,197.37 4 933.902 shares of MS Global Dividend Growth Sec C 13.15 12,280.81 OPPENHEIMER & CO., INC 5 2,708.781 shares of Forward Fund ~ Emerald Growth 10.86 31,882.35 Fund - A Account No. 15426 - A copy of the Date of Death Letter from Oppenheimer is attached to this Return 6 The Income Fund of America #938870838 - A copy of 17.88 24,531.71 the Date of Death letter from Oppenheimer is attached to this Return 7 asolaslo3 2,840 shares of International paper - A copy of the 27.025 76,751.00 EstateVal Valuation is attached to this Return TOTAL (Also enter on Line 2, Recapitulation) 236,046.99 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-1507 EX+ (6-98) SCHEDULE D MORTGAGES & NOTES RECEIVABLE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ESHENBAUGH, THOMAS W JR _ 21-08-0370 All property jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule D (Rev. 6-98) Rev-'1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER ESHENBAUGH, THOMAS W JR 21-08-0370 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Proceeds from Sale of Decedent's Books 1,200.00 2 Refund from Leffler 734.00 3 US Treasury -Social Security payment 1,941.00 4 M8~T Bank Checking Account No. 913098233 -Date of Death Letter is attached to 18,554.47 this Return Accrued interest on Item 4 through date of death 351.00 5 Premiere Eye Care Refund 11.47 6 The Patriot News Subscribers Refund 184.69 7 Traveler's Car Insurance -Refund on Account 327.00 8 2008 Ford Explorer -Kelly Blue Book Valuation is Attached 17,435.00 9 Personal Property -Valued and Appraised by Chuck Bricker. AU094-L. Appraisal is 8,740.00 attached to this Return 10 International PA PN Payment 661.50 11 International PA PN Payment -Final Pension Payment 661.50 TOTAL (Also enter on Line 5, Recapitulation) I 50,801.63 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1510 EX+(5-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF - - (FILE NUMBER ESHENBAUGH, THOMAS W JR 21-08-0370 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 MS B VA Annuity -Policy Number 631207 35,020.77 35,020.77 Beneficiary: Gail Eshenbaugh, Daughter 2 Thomas W. Eshenbaugh Funded Revocable 978,656.79 978,656.79 Trust Agreement -Beneficiary: Gail Eshenbaugh, Daughter A copy of the Date of Death valuation of the Trust is attached to this Return TOTAL (Also enter on Line 7, Recapitulation) ~ 1,013,677.56 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV-115'1 EX+(72-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER ESHENBAUGH, THOMAS W JR 21-08-0370 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER q, FUNERAL EXPENSES: B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Kurt R. Williams Social Security Number(s) / EIN Number of Personal Representative(s): Street Address 411 Tom's Road city Harrisburg state PA zip 17112 Year(s) Commission paid 2. Attorney's Fees JOHNSON DUFFIE 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. I Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 26,000.00 22,000.00 715.00 7. Other Administrative Costs 825.96 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 49,540.96 Copyright (o) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF (FILE NUMBER ESHENBAUGH, THOMAS W JR 21-08-0370 ITEM NUMBER DESCRIPTION Other Administrative Costs 1 Chuck Bricker, Auctioneer 2 Cumberland County Register of Wills Office - 3 Short Certificates 3 Cumberland County Register of Wills Office -Filing Fees for Inheritance Tax Return and Inventory 4 Cumberland County Register of Wills Office - Additonal Probate fees 5 The Cumberland Law Journal -Notice of Estate Administration 6 The Patriot News Company -Notice of Estate Administration H-B7 Subtotal AMOUNT 180.00 12.00 30.00 360.00 75.00 168.96 825.96 Copyright (c:) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (6-98) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ESHENBAUGH, THOMAS W JR 21-08-0370 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Camp Hill Emergency Physicians 71.92 2 Center for Kidney Disease 8~ Hypertension 30.54 3 Central Pennsylvania Pulmonary Association 435.96 4 H&R Block Financial Advisors 715.00 5 Holy Spirit Hospital 1,055.72 6 International Paper Pension Trust Fund -Reimbursement of Payment 1,984.50 7 Internists of Central PA 281.90 8 M8~T Bank Checking Account No. 913098233 -Repayment of Pension Checks 367.00 9 Moffitt Heart 8r Vascular Group 177.70 10 Ortho Surgeons of Central PA 261.61 11 Pennsylvania Gastroentorology Consultants 196.67 12 Premier Eye Care Group 22.94 13 PRISM 174.69 14 Quantum Imaging 8~ Therapeutic Association 44.40 15 Richland Partner Cash Transaction 367.00 16 US Treasury -Social Security payment -Repayment of Benefits 1,941.00 17 West Shore Anesthesia Associates 25.20 Total of Gontinuation Schedule See attached page TOTAL (Also enter on Line 10, Recapitulation) 8,215.05 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) Rev-1512 EX+ (6-98) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA continued INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FIDE NUMBER ESHENBAUGH, THOMAS W JR 21-08-0370 Copyright ;c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV-1513 EX+ (9-00) SCHEDULE J COMMONWEALTH OE PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ESHENBAUGH, THOMAS W JR 21-08-03 70 NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE NUPJIBER PERSON(S) RECEIVING PROPERTY Do Not List Trustees (Words) ($$$) 1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(x}(1.2)} Gail N Eshenbaugh Daughter Entire Estate 1,363,443.39 1920 Elm Street New Cumberland, PA 17070 Total 1,363,443.39 Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropr iate, on Rev 1500 cove r sheet TY NON-TAXABLE DISTRIBUTIONS: ~ A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS - - -- --• • ---- .. _.._......~~ n nn TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DIS I KIBU I IUNS Ulv ulvt I o yr r~rv- i ouu t,vv~R on~~ ~ ..-~~. Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) ESTATE OF THOMAS W. ESHENBAUGH, JR. SCHEDULE OF EXHIBITS EXHIBIT A Copy of the Last Will and Testament of Thomas W. Eshenbaugh, Jr., signed and dated November 10, 2004 EXHIBIT B Revocable Trust Agreement signed and dated December 2nd 2004. EXHIBIT C Morgan Stanley Date of Death Valuation EXHIBIT D Oppenheimer & Co., Date of Death Letter EXHIBIT E Estate Val Valuation of International Paper Stock EXHIBIT F M&T Bank Date of Death Letter EXHIBIT G Kelly Blue Book Valuation for Automobile EXHIBIT H Appraisal of Personal Property by Chuck Bricker EXHIBIT I Valuation of the Thomas W. Eshenbaugh Revocable Trust Account 350966 __/. .. _. ~ _ _,. w®: _ ` _ _ -~. a._ - - _ ~ _ ~rtts~ tI1 tt~t~ ~~~tttment OF THOMAS W. ESHENBAUGH I, THOMAS W. ESHENBAUGH, of the Borough of New Cumberland, Cumberland County, Pennsylvania, being of sound and disposing. mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils made by me at any time pzior hereto. ARTICLE I DEBTS I direct the payment of all my legal debts, and the expenses of my last illness and funeral as soon after my death as conveniently maybe done. ARTICLE II TANGIBLE PERSONAL PROPERTY I may leave a written list in my safe deposit box or elsewhere disposing of certain items of my tangible personal property. My Personal Representative(s) shall dispose of such items of my tangible personal property as specified in the written list. If no written list is found in my safe deposit box or elsewhere or otherwise properly identified by my Personal Representative(s) within thirty (30) days after the probate of my Will, it shall be presumed that there is no such written list. I give and bequeath my motor vehicle(s) and the remainder of my household and personal effects and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, unto my daughter, GAIL N. ESHENBAUGH, provided she survives me. ARTICLE III SPECIFIC DEVISE OF REAL ESTATE I devise and bequeath all of my real estate situate in Halifax Township, Dauphin County, Pennsylvania, together with all improvements and equipment thereon, unto my daughter, GAIL N. ESHENBAUGH, provided she survives me. ARTICLE IV REST, RESIDUE AND REMAINDER. I give, devise and bequeath all the rest, residue and remainder of my estate, of whatever nature alld wherever situate, unto my daughter, GAIL N. ESHENBAUGH, provided she survives me. If my daughter, GAIL N. ESHENBAUGH, predeceases me, I give, devise and bequeath all the rest, residue and remainder of my estate as follows: A. Two-ninths (2/9th) thereof unto GRACE UNITED METHODIST CHURCH, 216 State Street, Harrisburg, Pennsylvania, in honor of my wife's mother and father, Alma Sible Neefe and Leon F. Neefe; B. Two-ninths (2/9`h) thereof unto SAINT MARK'S EVANGELICAL LUTHERAN CHURCH, 99 Second Street, West Fairview, Pennsylvania in memory of my parents, Mr. and Mrs. Thomas W. Eshenbaugh, Sr.; 2 _._ - r - - - C. One-ninth (1/9th) thereof unto the WORLD WILDLIFE FUND, 1250 24TH Street NW, Washington, D.C. 20077-7702; D. One-ninth (1/9th) thereof unto HOLY SPIRIT HOSPITAL, Camp Hill, Pennsylvania; E. One-ninth (1/9th} thereof unto the HUMANE SOCIETY OF HARRISBURG AREA, INC., 7790 Grayson Road, Harrisburg, Pennsylvania; F. One-ninth (1/9th) thereof unto the VOLUNTEERS OF AMERICA, 2112 Walnut Street, Harrisburg, Pennsylvania; and G. One-ninth (1/9th) thereof unto THE SALVATION ARMY, 1122 Green Street, Hamsburg, Pennsylvania. ARTICLE V POWERS OF PERSONAL REPRESENTATIVE(S) My Personal Representative(s) shall have the following powers in addition to those vested in them by law and by other provisions of my Will applicable to all property, whether principal or income, including property held for minors, exercisable without court approval and 'effective until actual distribution of all property: A. To make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as they may determine. B. To retain any or all of the assets of my estate, real or personal, without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification or risk. 3 __ ___ __ -- -- _: - ,~ _. C. To invest in all forms of property without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification or risk. D. To sell at public or private sale, to exchange, or to lease for any period of time any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. E. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. F. To compromise any claim or controversy. G. To make such elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift, generation skipping or other tax refunds and the payment of such taxes as my Personal Representative and/or Trustee shall deem appropriate, without obligation to adjust the distributive share of any person thereby affected. ARTICLE VI PERSONAL REPRESENTATIVE I name, constitute and appoint my friend, KURT R. WILLIAMS, and my daughter, GAIL N. ESHENBAUGH, Co-Executors of this my Last Will and Testament. Should either fail to qualify or cease to so act, I direct that the other shall complete the administration of my estate. I direct that no fiduciary appointed herein shall be required to post bond for the faithful administration of the duties required in any jurisdiction. 4 __ ,_. _ - _ ,._- > > - ,_ _ - _ :: _ _ _ ,_ s -- -- - - - _ _ t -- ~, IN WITNESS WHEREOF, I hereunto set my hand and seal this ~~ ~ day of 11f ;~1"~z"~~ , 2004. (SEAL) THOMAS W. ESHENBAUGH Signed, sealed, published and declared by the above-named Testator, as and for his Last Will and Testament, in the presence of use, who at his request, in his presence and in the presence of each other have hereunto subscribed our name as with ses. J ~ ~ •- 5 __ _.. _ - - r- -. - -„ ; _ __ - -- - _ -- ; AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND . ss. We, THOMAS W. ESHENBAUGH /(-1~ _ ~~ ~.~ - and ~~-}/~j~~ Up ,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 that he had signed willingly and that he executed it as his free and voluntary act for t:he purposes therein expressed, and that each of the witnesses, in the presence and hearing of the 'T'estator, signed the Will as witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. S W.ESHENBA ~ ///~~ ~ / U ~~J ~ _fiv ~~ fitness ,~~ Witness Sworn to or affirmed to and subscribed tokefore me by THOMAS W. ESHENBAUGH, and day of Notarial Seal ~ ~ ~h~ Nina 3une Davis, Notary Public Notary Publi Lemoyne Boro, Cumberland County My Commission Expires Oct. 31, 2006 My Commission Expires: flggm~^r ~'.^^.r.^,+(v~^1?nssxci~`ionotrdotaries 110095v2 6 _- _ _ _ ! - - _t, _ __ - , _ _ _ -,. - -~ .. __ - __ _ , - - x c~ z x ~~ w C~ W o _ ~ Q _ ~ 0 x H ~a .~.. y-~ _-. H ~ z ~~ [r] U] r N z<z ~ ~ r w W ~ n. o~p~; ~ ~ z Z ¢r p o ~ ~ z ~ z 0 .~ - _- ~ -- _~___-- REVOCABLE TRUST AGREEMENT I, Thomas W. Eshenbaugh, (Settlor) of New Cumberland, Cumberland County, do hereby transfer to Kurt R. Williams (Trustee), such property as may be delivered contemporaneously herewith, or at such time or times hereafter, to be held in Trust, nevertheless, subject to the following: FIRST: Dispositive Provisions for My Benefit -During my lifetime: A. All of the net income shall be paid to me at least quarterly or shall be paid or accumulated and added to principal, as I may direct in writing; B. As much of the principal as I may, from time to time, request in writing shall be paid to me, or as I may otherwise direct; C. If, in the Trustee's opinion, I am unable to act or to apply the payments to my own best interest and advantage, the Trustee may apply directly for my benefit as much of the income and / or principal as the Trustee may, from time to time, deem appropriate for my welfare, comfort, support of emergency needs, directly and without the intervention of a guardian, and may add to principal as much of the income as the Trustee deems advisable. D. Trustee shall keep true and correct books of account, which books of account shall at all reasonable times be open to the inspection of Settlor or his duly appointed representative. Trustee shall also quarterly render Settlor a detailed statement showing all receipts and disbursements on account of the trust estate and the manner and form in which the trust estate is invested at the time of the rendition of such statement. SECOND: Dispositive Provisions After My Death -Upon my death, Trustee shall terminate the Trust and distribute the balance thereof unto my daughter, Gail N. Eshenbaugh, provided she survives me by thirty (30) days. If my daughter, Gail N. Eshenbaugh, is not living on the thirty-first (31St) day following my death, the balance thereof shall be distributed as follows: A. Two-ninths (2/9th) of the balance to the Grace United Methodist Church, 216 State Street, Harrisburg Pennsylvania, in honor of Settlor's wife's mother and father, Alma Sible Neefe and Leon F. Neefe; B. Two-ninths (2/9th) of the balance of the Saint Mark's Evangelical Lutheran Church, 99 Second Street, West Fairview, Pennsylvania in memory of Settlor's parents, Mr. And Mrs. Thomas W. Eshenbaugh, Sr; C. One-ninth (1/9th) of the balance to the World Wildlife Fund, 1250 24tH Street NW, Washington, D.C. 20077-7702; D. One-ninth (1/9th) of the balance to Holy Spirit Hospital, Camp Hill, Pennsylvania; others, any such business in which I am engaged, with all the powers of an owner or with respect thereto, including the power to delegate discretionary duties to others and to pay adequate compensation to any such person, to invest other property in such business, and to incorporate it or change its form; M. To hire attorneys, accountants, and investment advisors on my behalf; and N. To open and manage a brokerage account in the name of the trust. SIXTH: Compensation: The trustee shall be compensated in accordance with its standard schedule of charges in effect from time to time during the period of its services, and this compensation shall be paid from principal or income, or partly from each, in the sole discretion of the Trustee. Settlor hereby acknowledges receipt of Trustee's current fee schedule, which is subject to revision from time to time. SEVENTH: Non-Assignment: No part of the income or principal of the property held under this Trust shall be subject to attachment, levy or seizure by any creditor, spouse, assignee, trustee or receiver in Bankruptcy prior to actual receipt thereof. The Trustee shall pay the net income and the principal to the persons herein designated (except as specifically provided in this agreement), pledging or assignment under the Trust, and without regard to any claim thereto or attempted levy, attachment or other process against me. EIGHTH: Guardianship: If at any time hereafter a proceeding is initiated in any jurisdiction to have a Guardian appointed for my Estate, it is my express intention that the Court making such determination, shall appoint my Trustee as the Guardian of my estate. NINTH: Governing Law: This trust is created and accepted in the Commonwealth of Pennsylvania and shall be subject to the laws of the Commonwealth of Pennsylvania. WITNESS the due execution hereof, this Z~'`day of r ~~~y~~~--~, 20~/ WITNESS: ~~ ~~ ~ (SEAL) Settlor TNESS: ~f l ~~ ~-` r ~ f ~~^ (SEAL) ~ rustee E. One-ninth (1/9~') of the balance to the Humane Society of Harrisburg Area, Inc. 7790 Grayson Road, Harrisburg, Pennsylvania; F. One-ninth (1/9~') of the balance to the Volunteers of America, 2112 Walnut Street, Harrisburg, Pennsylvania; and G. One-ninth (1/9~') of the balance to The Salvation Army of 1122 Green r~_,.,.~ u,.....:,,t..._,~ n,.......,..,t..,,...:~ E. One-ninth (1/9th) of the balance to the Humane Society of Harrisburg Area, Inc. 7790 Grayson Road, Harrisburg, Pennsylvania; F. One-ninth (1/9th) of the balance to the Volunteers of America, 2112 Walnut Street, Harrisburg, Pennsylvania; and G. One-ninth (1/9th) of the balance to The Salvation Army of 1122 Green Street, Harrisburg, Pennsylvania. THIRD: Right to Revoke and Amend: I reserve the right to revoke or amend this trust, in whole or in part, at any time, and from time to time, by an instrument in writing, delivered to the Trustee and intended to take effect during my lifetime; except that the duties, powers and liabilities of the Trustee shall not be changed without its written consent. The Trustee reserves the right, at any time upon thirty (30) days advance notice to me, to resign the trust and deliver the trust estate to me, after deducting therefrom its fees and any expenses then due and payable. FOURTH: Additions to Trust: Subject to the approval of the Trustee, either I or any other entity may add property, real and personal, to the principal of this trust. FIFTH: Trustee's Powers: In addition to the powers granted by law, my Trustee shall have the following discretionary powers, applicable to principal and income, which shall be exercisable without leave of court and shall continue until distribution is made: A. To accept and retain any or all property at any time hereafter delivered or in any other manner hereafter acquired; B. To invest in all forms of property (including, but not by way of limitation, real estate, all types of stocks, bonds, mutual funds, options, and money market funds), without being confined to investments prescribed by statute and without being required to diversify; C. To buy investments at a premium or discount; D. To hold property unregistered or in the name of a nominee, including the authority to hold investments in street name in a brokerage account; E. To give proxies, both ministerial and discretionary; F. To compromise claims; G. To join in any merger, consolidation, reorganization, voting trust plan, or other concerted action of security holders, and to delegate discretionary duties with respect thereto; H. To borrow from any financial institution; I. To sell at public or private sale for cash or credit or partly for each to exchange, to improve, or to lease for any period of time, any real or personal property, and to give options for sales, exchanges, or leases; J. To allocate any property received or charge incurred to principal or income or partly to each, without being obligated to apply the usual rules of trust accounting; K. To distribute in cash or in kind, or partly in each; L. To retain any part or all of my business interests held in this Trust as long as the Trustee considers it advisable to do so; and to conduct, either alone or with ACKNOWLEDGEMENT STATE OF PENNSYLVANIA SS: COUNTY OF ~ tivt, ~ Nn On this ~ day of ' c~-~~~; 2004, before me, a Notary Public, the undersigned officer, personally appeared Thomas W. Eshenbaugh, known to me (or satisfactorily proven} to be the person whose name is subscribed to the foregoing document and acknowledged it to be his/her act and deed and desired the same shall be recorded as such. WITNESS my hand and notarial seal. Notary Public My Commission Expires: ~ I maintain an office: GOMMONWEAL7'H OF PENNSYLVANIA Notarial Sea! 'leather A. 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IO rt ~ '~ co J n ^~s tp r` 7q m ~ O <o "t i:1.. ~~ ~' A, 74 iJ.. (~ ~ p h fi ~ ~ O w '~ U1 ~~ ,~ o d n d b w as ~jPPENI~IMEl~ Kurt R. Williams 441 Tom's Road Harrisburg, PA 17112 RE: Estate of Thomas W. Eshenbaugh Dear Mr. Williams, June 13, 2008 Enclosed please find requested Date of Death Valuations... . Share Balance Forward Emerald Growth Fund 2,708.781 Income Fund of America 1,336.878 03-24-2008 Value $31,882.35 $24,531.71 If you have any additional questions, give me a call. Thank you. Very truly, William H. Roberts Senior Vice President-Investments Oppenheimer & Co. Inc. 1015 Mumma Road Wormleysburg, PA 17043 Phone 717-763-8200 fax 717-763-1765 Toll Free 1-800-722-2294 william.roberts@opco.com Member of All Principal Exchanges ~~ William H. Roberts Senior Vice President-Investments WHR/Io Estate Valuation Date vi Death: 03/29/2008 Valuation Date: 03/24/2008 Processing Date: 06/19/2008 Shares Security or Par Description 1) 2890 INTL PAPER CO (960146103) COM New York Stock Exchange 03/29/2008 Totaa Value: Total Accrual: Total: $76,751.00 Estate of: Eshenbaugh, Thomas Account: 6957-1 Report Type: Date of Death Number of Securities; 1 File ID: Eshenbaugh Mean and/or Div and Znt Security High/Ask Low/Bid Adjustments Accruals value 27.29000 26.76000 H/L 27.025000 76,751.OD $0.00 $76,751.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818} 313-6300 or www.evpsys.com. (Revision 7.1.0) © '"-"` ~~ 499 Mitchell Street Millsboro DE 19966 April 30, 2008 Law Offices Johnson Duffle 301 Market Street P.O. Box 109 Lemoyne, PA 17043-0109 RE: Estate of Thomas Eshenbaugh Date of Death: March 24, 2008 Social Security Number: 716-09-8033 Dear Ms. Wieseman: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. Account Type ........................... Checking Account Account Number ....................... 913098233 Ownership (Names oj~ .............. Thomas Eshenbaugh Opening Date ...........................08/28/64 Balance on Date of Death ......... ~ 18, 5 54.47 Accrued Interest $ 0.00 Total .......................................$18,554.47 The above named decedent did not have a safe deposit box. * If upon reviewing the information above, you believe there aze additional accounts not referenced, please provide us with an account number and/or the name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, please contact our Highland Park Branch at 344 South 10~ Street, Lemoyne, PA 17043, or # 717-737- 3322. Sincerely, ' ~ ~~~ ~C~~'~~ ~~ Charlene Warrington, Records Management 1-888-502-4349 2008 Ford Explorer -Private Party Pricing Report -Official Kelley Blue Book Site tetl ra: y 1,-e~.Mee ne ~...e~ nmae enb.z I .n,-n.c v I n t N:~ Y Walwme Pacl 1 V G;au_,vcr cr. l ~Y tAtl t - ., r,q f,B en.ry' 1v wetl b ~~ Nm L t T.. LX ~. Wms > VB:SLS:1 s Si;,G a fiiu: a Ezleuxl a ~[ > SNn utipry aD t?{ ia,p. Vnhicle F+, pr.,n'. , Emall 2008 Ford Explorer Sport Utility 4D Trada-ta vawe ' PriwGe Party Value BLllE 9DBR" PRIYAJf PARTY YALFIt ,..< .... :V{te<te.:i p fa:; 'ialu=. n t '~altprv _._... Condition :::;..._~,- Value 5we a,p~ Aeview ExeNfent ;17,435 _... ne-Anlings r~rxur Good 516,535 Fo-d ~ol.r went cnr 1~ Fair 515,385 - Spc_tfirsltlPmi . ~' nrrr lirmra. `+3. Bh'WInV TOple ~~ ~ r H~ % r -e eck ~~' ~.: !\i ~ CARF,IX rra or4 Whack +Y mr sm ,. ssa M __ :: >.. avaap. cPnagmar Ronny U~9 aaaawq P,an Reamv. r tlae wan nu nPttn nl Nrr a:c S.y: I 4-i~ C _ 4a opt of s a. .w van .Ip b 'k':cEi isR .. .. _. .. .. tlwa P.ax... f o<: x xr,,r,,. r'I Pn ' Morn RY.sglts ' Y az, a Ic Vehicle Ni9hliAhtz LIST Yf^UR tAR FUR SAtE sp«. ap t°~° y~+ nu..p.: Bnafna: Pavao-an. awl. ew ,n, re sth rn enPpxra. twrn mon nn ,,.,,,.~ Seleged EggiPment .: Change Equlpmen[ fEkd P`.r. Llris fa?. %ndittY Contra PBS Ia-Wnaa1) Cr cantrd T t, c d ""'M r <o..p"ro qaw v.. r+a. ._........_ .......................... a~ rx Pmr c ar ontluwn:np PPi/FM Stared power w '. f3S Opp rn A'lp,poa - a~""p ~3 IS'^pV CO) aad aa4 al Fmt Pu Bpa in :uwa Win SIN ar Orur Lxks Front SOa pr baps Pllov wMals i Lia4 Clirk v 81ue Book Private Pally Vatua YfFW IlNCt1NfR pENIFtF e:ppn m Par wn.n evrMp a peen .m.t n ~a ..ewe. r.:,.... - - - as Pn rn~ wnr n.amv om vow. eaeumas ma .anlee a wu h Im on the mnnnump mttori warranty 1. lupmi maY rrwy tlapanamp"nn Ilw veelckS anPai mnOMrm antl reC to tla:we Irli McKvt ~ „~ a .... ~ wur. tur I,nuinnu an0 r!aki e tlonatax: uaes ..: ~.erc:. CY Cntep. rY V .h 1 Canditinn 0.atinya '' t:l:e.4 Y I rtle M:ztory wcn p I: .oee - Excellent :l*".l~.~i.7 $17,435 E ~':...E ... ,. z zacdknt meuianlil Yonmtron antl Weeps iw :Inpln f sev0 riY rywnt o- r+mfY wort rnrl la fmn. ra run. • Gken'thk nlnw anP wMl pass a smog er~tl ixety Inspe4pn. • Enplne compeitmmt Is s+ean, wryn no Ihrnl kMS aM K s,ee of n:y or rk4 k uala S , r S. • fdmplate antl varnaak servlct rpmms. is [Wan Sye n ell uutl vehlikz fah Into tnls rnegory. fotM r,...,... $16,535 Fakr -,..+.,., S 15,3 RS Poor ,.. . .~ I.. P`/A etl e.,. ,r ,. t F. vl rl PwnmYHartla ]]:l )/i4PP 1n., lir l.e..,. *^ EzlimatM Paymentz tf ._r. kr.pon :<, a ree In,uranu' 4v`le t ._~.' _ ~- - I J - ~~a i i i L. Tcai.ve a fS:"at Page 1 of 2 http://www.kbb.com/KBB/UsedCars/PricingReport.aspx?WebCategoryId=42&Yearld=200... 1 I /17/08 APPRAISAL Personal Nroperty of y ~~~~s ,~-s-~~~c.>.Q,~}~'>r~ i~~~ ~~~ ~~j ~ /~~ct1 C~~~~,~~ t~`~- Appraised by Chuck E. Bricker AU094-L Date/- ,~--G! ~ ITEM VALUE ITEM VALUE .(~~ C !~- :~ G r (~~ ~ ~ /~f ~,~~ / ~r c 7 ~~ ~ e Jy ~= /~~ i r-z 3 ~ L 21'C I-~i N~ c~ izut~~; c ~° ~~3 ~ , r~ol ~ Z%, ~~ CLL-G}< ~ ~~(1' 0~ e- pct -~ C ~=~?'i E CLC C ~~G~ t c ~ l~F~t,~,~ C~Ii~S i ~~~ ~ t,~f.`L`f~ S ~"~-~" iCQ, ~t; G-v ` `.~ C 5`U: +~~-' S~% h~ 0 ! T~~ ee ~ ~. c ~Z ~ s % ~~ Ct .'L.. S i - N d s 3 ~~ ~-- t~ ~ ~ ~ ~ ~ t (~hA- ~~ s v r-t k3 ~ L ~_ -~ C ~t ~ -~- .;L. ~ t; c- 1~ G ~: ~x~2 ~ r ~ v t- 3 c LL j ~'-Z ~. G, ite` ~ ~ /~ C.. ~ G G i; ~c:. ~~ ~ {,t;' j~ _5 t~~ t~ t~ cJ/~ s5 i r~`C: t~ 1, t~; U /'~,'+ !-f , b ~~ ~. ~ T .i3 ~E 1 t;G ~c ~v~;~~! r3~=ti~cd9 ~~ G, G~~ .:Z ~~~L/~ !~'i'~-/~3iZL~u ~GL~{Ef'~-S ~Z~t~b C_~yf=l`EE t~ ~t~r ~'(:. g i7 y c Lu` c 1. ` t'e? ~L Crr~ S u~` L~ ~" iSa'c~r c sc `" ~G,ct 3~ e°, a~- ~ 1Zc1 / / i..~ ~~.:~ 4 t` __-- 5 / ~~~ ~ L.%. ~' l l~iN,~~ t~~~`rZ~ t1 ~G ~~ ' 'c1 ~t R v~~ 5Z'c~ /-~. %~ c', ~'< j Y "i /~- j-~, t~i~' ~ C,.t J o'~G' (Jt! / ~J !'~'~~ G/fL`- 5 ." ~'1- -" Z 'NY cu; c l~G, C u 3 j~c- /LG </c~.~.. tic"Y f~'e=~' /~ , S't' i C' G G~, C %•~ C tc [.-L L, - L/ ~„7 L=.S K f tl [:~~ `~ J~ J~'~ % 1.J!_'~5/'= i:~-.c, C ~: C!-G Jim L. c ~ i r3L-E ,~, tir r' 3c> t` ~ c :~ ~'~''fv i,~' ~i15 ?a- fit= /.J"~Z' Gc: C.'. j`i~ c~',t'%~ 1 ti, ( G M'<:~" i~.~fG-J- /~l~_~~ C ~ ~ ~ C' GC' l/'" . ' 1 ~' /~ l 'f', ~ ~1!~/ . ~ L ~~ L ` {{ ^^JJ^ ~~jj)) ~~ j /~ / /~/f [/~~ {//J ~ ( f ( / / /'~~ ~~ V . ~.. i c.'- ! t. ~i fs"f_'-.S ~ s~r !-~.~? -S :~ / J /, a'~ f.. LS / / F' ~~~ C; t;'C," R ~ ~~~~ H&R BLOCK® ~ __ financial advisors April 21, 2008 Kurt R. Williams 1920 Elm Street New Cumberland, PA 17070 Account No. 1200-2688 The Estate of Thomas W. Eshenbaugh Case No. E041608-075149 Dear Mr. Williams, Edward Fomme, the financial advisor in our Timonium, Maryland branch office recently contacted the H&R Block Financial Advisors Investor Center and requested that we forward the value of the account referenced above as of the date of Thomas W. Eshenbaugh's death on March 24, 2008. The enclosed Date of Death account valuation was created using the High/Ask and Low/Bid prices on March 24, 2008 through EstateVal, a product of Estate Valuations & Pricing Systems, Inc. (EVP), a third party supplier who is not affiliated with H&R Block Financial Advisors or H&R Block Inc. While HRBFA deems the information reliable, H&R Block Financial Advisors accepts no liability for any inaccuracies, errors, or omissions. Thank you for your interest in H&R Block Financial Advisors. If you have additional questions or concerns, please contact the Investor Center at 1 (866) 295-7912), or contact your financial advisor. Sincerely, ~' Crystal Arrowsmith Senior Operations Specialist cc Edward Fomme PO Box 32310 Kansas City MO 64171-5310 Tel 866 295 7912 hrblock.com Investment services and securities products offered through H&R Biock Financial Advisors, Inc., member FINRA/SIPC, a registered broker-deafer, registered investment adviser and subsidiary of H&R 81ock, Inc. H&R Block, Inc, is not a registered broker-dealer or a registered investment adviser. H&R Block Financial Advisors, Inc. Estate Valuation Case E041609-075149 Date of Death: 03!24!2008 Estate of: The Thomas W. Eshenbaugh Trust Valuation Dat e: 03/24/2008 Account: 1200-2668 Processing Date: 04/21/2008 Report Type: Date of Death Number of Securities: 19 File ID: Eshenbaugh--2688 Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 6000 ALLIED IRISH HKS P L C (019228402; AIB) SPON ADR ORD New York Stock Exchange 03/29/2008 44.26840 42.75000 H/L 43.509200 261,055.20 Div: 1.60849 Ex: 02/27/2008 Rec: 02/29/2006 Pay: 04/23/2008 9,650.94 2) 704 CITIGROUP INC (172967101; C) COM New York Stock Exchange 03/29/2008 29.36000 22.84000 H/L 23.600000 16,614.90 31 1000 GENERAL ELECTRIC CO (369604103; GE) COM New York Stock Exchange 03/29/2008 37.67000 37.09000 H/L 37.355000 37,355.00 Div: 0.31 Ex: 02/21/2006 Rec: 02/25/2008 Pay: 09/25/2008 310.00 91 275 HARLEYSVILLE NAIL CORP PA (412850109; HNBC) COM She NASDAQ Stock Market LLC 03/24/2008 15.05000 19.79000 H/L 14.920000 4,103.00 5; 9000 HARSCO CORP (415864107; HSC) COM New York Stock Exchange 03/29/2008 55.84000 53.60000 H/L 54.720000 216,880.00 6) 350 JP MORGAN CHASE & CO (46625H100; JPM) COM New York Stock Exchange 03/24(2008 48.16000 45.02000 H/L 96.590000 16,306.50 7) 200 MICROSOFT CORP (594916104; MSFT) COM The NASDAQ Stock Market LLC 03/24/2008 29.90000 29.06000 H/L 29.230000 5,696.00 8) 1684 PPL CORP (693517106; PPL) COM New York Stock Exchange 03/24/2008 46.51000 95.50000 H/L 46.005000 77,972.92 Div: 0.335 Ex: 03/06/2008 Rec: 03/10/2008 Pay: 0 4/01/2006 564.14 9} 232 PCCW LTD (PCCWY) SPONS ADR NEW Other OTC 03/24/2008 6.50000 6.20000 HJL 6.350000 1,473.20 10) 2000 RITE AID CORP (767754109; RAD) COM New York Stock Exchange 03/29/2008 2.65000 2.54000 H/L 2.595000 5,190.00 11) 388 SUSQUEHANNA BANCSHARES INC PA 1869099101; SUSQ) COM The NASDAQ Stock Market LLC 03/24/2008 22.40000 21.60000 H1L 22.000000 6,536.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Znc. If you have questions, please contact EVP Systems at (816) 313-6300 or www.evpsys.com. (Revision 7.0.9) Date o` Death: 03/24/2008 Estate of: The Thomas W. Eshenbaugh Trust Valuation Date: 03/24/2008 Account: 1200-2688 P~o:°~sina Date: 09/21/2008 Repcrt Type: Date of Death Number of Securities: 19 File ID: Eshenbaugh--2688 Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 12) 350 UNITED TECHNOLOGIES CORP (913017109; UTX) COM New York Stock Exchange 03/24/2008 70.70000 69.20000 H/L 69.950000 24,982.50 13) 100 WAL MART STORES INC (931192103; WMT) COM New York Stock Exchange 03/24/2008 59.15000 53.23000 H/L 53.690000 5,369.00 Div: 0.2375 Ex: 03/12/2008 Rec: 03/19/2008 Pay: 04/07/2008 23.75 14) 525.368 EURO PAC GROWTH FD (298706102; AEPGX) SH BEN INT Mutual Fund (as quoted by NASDAQ) 03/29/2008 95.99000 Mkt 45.990000 29,161.67 1`_S) 1946.967 FRANKLIN EQUITY FD (353516107; FKREX) CAP GROWTH A Mutual Fund (as quoted by NASDAQ) 03/24/2008 11.37000 Mkt 11.370000 22,131.33 lE.) 1023.192 FRANKLIN STRATEGIC SER (354713687; FGRAX) AGGRESS GRW A Mutual Fund (as quoted by NASDAQ) 03/24/2008 18.35000 Mkt 18.350000 18,775.57 17) 1301.838 TEMPLETON GROWTH FD INC (880199109; TEPLX) CL A Mutual Fund (as quoted by NASDAQ) 03/24/2008 20.93000 Mkt 20.930000 27,297.97 16) 200000 CENTRAL GREENE PA SCH DIST GO BDS (153560MB0) Financial Times Interactive Data DTD: 11/01/2007 Mat: 02/15/2033 9.75% 03!29/2008 94.56200 Mkt 94.562000 189,124.00 Int: 02/15/2008 to 03/24/2008 1,029.17 19) 2955.53 Cash (CASH) 2,955.53 Total Value: 5967,078.79 Total Accrual: $11,578.00 Total: $978,656.79 Page 2 This; report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4)