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03-0764
PETITION FOR PROBATE & GRANT OF LETTERS Estate of HAROLD R. RICE also known as Social Security No. 182-22-7565 , deceased. No. 21-03- -"[ To: Register of Wills for the County of Cumberland Commonwealth of Pennsylvania The Petition of the undersigned respectfully represents that: Your Petitioners, who are 18 years of age or older and the Executors named in the Last Will of the above decedent dated February 28, 2000 , and codicils dated none . The Executor named none died . Renunciations for none attached hereto. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 108 Cold Sprin,qs Road, Dickinson Township Decedent, then 74 years of age, died Medical Center Au.qust 10 ,2003, at Carlisle Re,qional Except as foilows, 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: 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 PA (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania, situated as follows: 108 Cold Sprin.qs Road, Dickinson Township, Carlisle $56,000.00 $ $67,000.00 WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented herewith and the grant of letters testamentary thereon. Signature(s) and Residence(s) of Petitioner(s): Tammy ~/'. Swarner ' 171 Oakhill Road Carlisle, PA 17013 717-243-6353 73 Fairview Road Carlisle, PA 17013 717-245-0260 Jeffrey L. Rice 108 Cold Springs Rd. Carlisle, PA 17013 717-486-7361 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA : : COUNTY OF CUMBERLAND : SS The Petitioner(s) above named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that as personal representative of the above decedent, petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this j-¥r~ Clay of September, 2003. TammC/./J.~Swarner , "Brend . G~u'l'an J~ffr6~L.~Rice No. ..21-03-"I to~- Estate of HAROLD R. RICE, deceased. DECREE OF PROBATE & GRANT OF LETTERS AND NOW, September ~,,01~ , 2003, in consideration of the Petition on the reverse side hereof, satisfactory proof h~,,,,,' g been presented before me, IT IS DECREED that the instrument(s) dated February 28, 2000 described therein be admitted to probate and filed of record as the Last Will of Harold R. Rice ; and Letters Testamentary .are hereby granted to Tammy J. Swamer, Brenda J. Garland and Jeffrey L. Rice FEES Probate, Letters, Ftc ........ $ 235,00 Short Certificates(-3- ).. :. $ 9.00 Renunciation(s) ........... $. JCP .................... $10.00 Other Will Pages (-2-) .... $6.00 ,.. TOTAL: .... $ 260.00 Filed .~..~.[.~ .'-.Q~. .......... ....~... Marcus A.~c~3J3~{ III, Esq. (25476) ATTORNEY (Sup. Ct. I.D. No.) 60 West Pomfret St., Carlisle, PA 17013 ADDRESS 717-249-2353' PHONE 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 Off]ce for permanent fiiing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9g09211 No. Dare i COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH I' ' ,. Mate ,. 182-- 22 --7565 ~ August 10.2003 u = h~ I~z I · --'~ I ~. ~s ) I ~0~ 108 Co~d Springs Rd. : Car~ste, Pa 17013 Samue~ Rice ,,. tie,eh S(um I ~ Ta~y ~rner J~ 171 Oak Hitt Rd. Cartiste, PA 17013 ~'~ ~ ~,~. 8/14/2003 ~i,,,. Wesminst~rM~moriat ~l~,~ar tist~, PA 17013 ~. -. [~. 011589L J~o~ngerFH~Cremator Mt Ho~t S tin s PA . =---=.. ... ~..:~ ~=;~ ~,~,. · , q · ~ p ~ , 17065 ~mv Jmt*u~s ~'::::a ~ ~H '~t--'-'"'--' ' I I I~ 0 ~;~ O[ I I~ 0 ~0 I ~,*,~--~m ' Im I~. ~GNATURE AND TITLE O~ CERTIFIER .~C~N~ :.~.-' LAST WILL AND TESTAMENT I, HAROLD R. RICE, of Dickinson Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. ONE: I direct my Executors to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. TWO: I give, devise, and bequeath all of my estate of every nature and wherever situate, to the following: a. To BRENDA J. GARLAND ............................. 33.33 %; b. To TAMMY J. SWARNER ...................... 33.33 %; c. To JEFFREY L. RICE .......................... 33.33 %; If any of my children named above have predeceased me, then the share of my deceased child will be distributed equally to my surviving children. THREE: I appoint my children, BRENDA J. GARLAND, TAMMY J. SWARNER and JEFFREY L. RICE, to serve as Co-Executors of this my Last Will. FOUR: My Co-Executors may, at their discretion, compromise claims, borrow money, retain property for such length of time as they may deem proper; lease and sell property for such prices, on such terms, at public or private sales, as they may deem proper; and invest estate property and income without restriction to legal investments. FIVE: No Co-Executors acting hereunder shall be required to post bond or enter security in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 28*" day of February, 2000. HAROLD R. RICE (SEAL) Signed, sealed, published and declared by HAROLD R. RICE, the above named Testator, as and for his Last Will and Testament, in the presence of us, who, at his request and in his presence and in the presence of each other have subscribed our names as witnesses hereto. ACKNOWLEDGMENT AND AFFIDAVIT WE, HAROLD R. RICE, CHERYL L. CLELAND and MARTHA L. NOEL, the testator and witnesses respectively, whose names are signed to the 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 the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the Will as a witness and that to the best of their knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. CHERY~ L. CLI~LAND ~ COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF CUMBERLAND : Subscribed, sworn to and acknowledged before me by, HAROLD R. RICE, the testator herein, and subscribed and sworn to before me by CHERYL L. CLELAND and MARTHA L. NOEL, witnesses, this 28TM day of February, 2000. --' ~- · koiarytPu-blic Notarial Seal Betzi A. Morrison, Notary Pubtc Carlisle Boro, Cumberland County My Commis~ion Expires Dec. 15, 2000 Me~ber, Pennsylvania Assoc~tion of Nol~Mes LAW O~FICES IRWIN, McKNIGHT & HUGHES WEST POMFRET PROFESSIONAL BUILDING 60 WEST POMFRET STREET CARLISLE, PENNSYLVANIA 1701:3-3222 (717) 249-2353 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 003187 MCKNIGHT MARCUS A III 60 W POMFRET STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 182-22-7565 FILE NUMBER: 2103-0764 DECEDENT NAME: RICE HAROLD R DATE OF PAYMENT: 10/30/2003 POSTMARK DATE: 1 0/30/2003 COUNTY: CUMBERLAND DATE OF DEATH: 08/10/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 56,900.00 TOTAL AMOUNT PAID: 86,900.00 REMARKS: IRWIN MCKNIGHT& HUGHES MARCUS MCKNIGHT ESQUIRE SEAL CHECK# 020416 INITIALS: SK RECEIVED BY.' DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Estate No.: HAROLD R. RICE August 10, 2003 21-03-0764 To the Register: I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on October l6, 2003 . Name Address Tammy J. Swamer Brenda J. Garland Jeffrey L. Rice 171 Oakhill Road, Carlisle, PA 17013 73 Fairview Street, Carlisle, PA 17013 108 Cold Springs Road. Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Ruble 5.6(a) except none. fSignature [ ~ IRWIN & McKNIGHT Name Marcus A. McKnight III, Esquire Address 60 West Pomfret Street Carlisle, PA 17013 Capacity: Telephone(717) 249-2353 X __ Personal Representative __ Counsel for Personal Representative REV- 1500 EX + (6-00) D E C E D E N T cAPB HnRL E IO C O R R E S R E C A P I T U L A T I O N C 0 M xl T I 0 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Rice Harold R. DATE08/10/2003OF DEATH (MM- DO-YEAR) DATE 11/16/1928OF BIRTH (MM-OD-YEAR) (IF APPLICABLE) SURV V NG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) 1. Original Return ~ 247! Supplemental Return 4. Limited Estate · Future lnterest Compromise (date of death after 12-12-82) 6. Decedent Died Testate Decedent Maintained a Living Trust (Attach copy of Will) (Attach copy of Trust) [--~ 9. Litigation Proceeds Received ~"] 10. Spousal Poverty Credit (date of death between lZ-31-91 and 1-1-95) OFFICIAL USE ONLY FILE NUMBER 21-03-0764 COUNTYCODE YEAR NUMBER NAME Marcus A. McKnight Esq'. FIRM NAME (If Appli~ble) IRWIN & McKNIGMT TELEPHONE NUMBER 717./249- 2353 SOCIAL SECURITY NUMBER 182 ~ 22- 7565 THIS RETURN MUST BE RLED IN DUPUCATE WITH THE REGISTER OF WILLS sOCIAL SECURITY NUMBER M (d.ate of death 3. Remainder Return prior to 1Z-13-8Z) 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes Election to tax under Sec. 9113(A) (Attach Sch O) COMPLETE MAILING ADDRESS 60 West Pomfret Street West Pomfret Professional Bldg. Carlisle, PA 17013 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B)' (2) 3. Closely Held Corporation, Partnership or (3) Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E} 6. Jointly Owned Property (Schedule F) (6) j---'] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. 14. 82,000.00 43,391.38 None None 42,606.71 None 29,125.87 18,671.80 12,813.18 OFFICIAL USE ONLY (8) 197,123.96 (11) 31,484.98 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) Net Value Subiect to Tax (Line 12 minus Line 13) (14) (12) 165,638.98 165,638.98 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES .15. Amount of Line 14 taxable at the spousal tax · rat&, or transfers under Sec. 9116(aX1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 165,638.98 x .0 0 (is) x .0 45 (16) X .12 (17) X .15 (18) (19) 0.00 '7,453.75 0.00 0.00 7,453.75 Copyright (c) ZOO0 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 108 Cold Springs Road CITY STATE ZiP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (4) 6,900. O0 372.69 Total Credits ( A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penally Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is.greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) S. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) 7,453.75 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS No 7,272.69 0.00 0.00 181.06 0.00 181.06 Did decedent make a transfer and: Yes · retan the use or in¢om~ of the property transferred; ......................... . retain the right to designate who shall use the property transferred or it~ incon~;..' ......... ¢. retain a reversionary interest; or .................................... d. receive the promise for life of either payment, benefits or care.'? .................... If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................ ~ Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............................................. [] Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ r~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE Q AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, cor~ec~ and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. DATE SIGNATURE OF PERSON RESPONSIBLE Fi~R FILING RETURN Tammy J. Swarner ~ ...., I ~ ,, 171 Oakhill Ro~d ___ ........................ _ om r.= ........... Janua~ 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse3% [72 P.S. ~(1.1)(i)]. For dates of death on or after Janua~ 1, 1995, the ~x rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer tea surviving spouse from tax, and the statuto~ requiremen= for disclosure of assets and filing a ~x return are ~ill applicable even E the su~iving spouse is the on~ beneficial. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twen~-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9~lS(aX~)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(aX1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Form REV-1500 EX {Rev. 6-00~ ~riaht (~ 2DOO form sol.ate only The Lackner Grouo. Inc. ADDITIONAL Personal Representatives Estate of Harold R. Rice SS# 182-22-7565 08/10/2003 Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. Brenda J. Garland 73 Fairview Street Marne Address Line 1 Address Line 2 City, State, Zip Carlisle, PA 17013 Date Signature N~ne Address Line 1 Address Line 2 City, State, Zip Date Jeffrey L. Rice 108 Cold Springs Rd Carlisle, PA 17013 REV-150Z EX * (1-97) COMMONWEALTH OFPENNSYLVANIA INHERITANCETAXRETURN RESIDENT DECEDENT ESTATE OF SCHEDULE A REAL ESTATE FILE NUMBER Harold R. Rice SS~/ 182-22-7565 08/10/2003 21-03-0764 All real property owned Solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowled~le of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Sch;,~ule F. ITEM NUMBER 108 Cold price DESCRIPTION Springs Road, Dickinson Township, Cumb. County - sale TOTAL (Also enter on line 1, Recapitulation) VALUE AT DATE Of DEATH 82,000.00 $ 82,000.00 .......... (If more space is needed, insert additional sheets of the same size) REV- 1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCETAXRETURN RESIDENT DECEDENT ~$¥ATE OF SCHEDULE B STOCKS & BONDS Harold R. Rice SS# 182-22-7565 08/10/2003 AIIpropertyjoint~-owned w~hrightofsu~ivomhip mustbedisclosedonScheduleF. FILE NUMBER 21-03-0764 ITEM VALUE AT DATE NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 United States Savings Bonds - (list attached) 43,391.38 TOTAL (Also enter on line 2, Recapitulation) 43,391.38 (If more space ;s needed, insert additional sheets of the same size) REV-1508 EX + (1-97) COMMONWEALTH OFPENNSYLVANIA INHERITANCETAXRETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER Harold R. Rice SS# 182-22-7565 08/10/2003 21-03-0764~ Include theproceeds 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 VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 2 3 4 5 6 7 ERC ERC M&T M&T M&T Long Term Care Solutions Inc. Long Term Care, premium refund Bank, Bank, Bank, certificate #911878486 checking account certificate #11878444 1996 Ford Taurus sold Miscellaneous personal property 8,441.15 1,537.20 4,205.26 19,446.70 4 212.40 3,5OO.0O 1,264.00 TOTAL (Also enter on line 5, Recapitulation) $ 42,606.71 (if more space is needed, insert additional sheets of the same size) RE¥-~5~0 E×./~-97) SCHEDULE G INTER-VIVOS TRANSFERS & COMMONWEALTH OF PENNSYLVANIA INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF Harold R. Rice SS~; 182-22-7565 08/10/2003 FILE NUMBER 21-03-0764 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DESCRIPTION OF PROPERTY % OF ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 1 The Hartford, Variable Life 29,125.87 29,125.87 Annuity TOTAL (Also enter on line 7, Recapitulation) $ 29,125.87 (If more space is needed, insert additional sheets of the same s~ze) REV-1~11 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Harold R. Rice SS~/ 182-22-7565 SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS 08/10/2003 FILENUMBER 21-03-0764 Debts of decedent must be reported on Schedule I. ITEM NUMBER 2 3 4 5 6 FUNERAL EXPENSES: Holiinger Funeral Home DESCRIPTION ADMINISTRATIVE COSTS: · Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / FIN Number of Personal Representative(s) Street Address City Year(s) Commission Paid: State Zip Attorney's Fees IRWIN & McKNIGHT Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Jeffrey L. Rice Street Address 108 Cold Springs Road City Carlisle State PA Zip 17013 Relationship of Claimant to Decedent s on Probate Fees Accountant's Fees Register of Wills Tax Return Preparer's Fees OtherAdmini~rativeCosts Cumberland Law Journal - Register of Wills - filing fee Roy D. Gottshall Auctioneer, appraisal fee Settlement charges on real estate sale Stephen Barrett Real Estate - appraisal fee The Sentinel - Legal - estate notice publication (If more space is needed, insert additional sheets of the same size) AMOUNT Copyright (c) 1996 form software only CPSystems, Inc. 545.00 7,465.00 3,500.00 260.00 25.00 45.00 6,381.80 275.00 100.00 TOTAL (Also enter on line 9, Recapitulation) $ 18,671.80 Form REV-1511 EX (Rev. 1-97) REV-151Z EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Harold R. Rice SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SS¢/ 182-22- 7565 08/10/2003 FILE NUMBER Include unreimbursed medical expenses. ITEM NUMBER 1 2 3 4 5 6 7 8 9 10 11 DESCRIPTION Betra In Home Care Borough of Mt. Holly Springs Comcast Cabie Hartzeil Eye MDs J&J Automotive - car repairs Met-Ed Pharmerica Sprint Telephone United Church of Christ. Homes Waste Management West Shore EMS - water/sewer TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) 21-03-0764 AMOUNT 3,719.25 92.12 79.60 17.00 213.17 264.98 366.82 245.88 7,409.80 64.56 340.00 $ 12,813.18 REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Harold R. Rice SS~/ 182-22-7565 NUMBER I. 2 II. SCHEDULE J BENEFICIARIES 08/10/2003 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and t~nsfers under Sec. 9116~1.2)] Brenda J. Garland 73 Fairview Street Carlisle, PA 17013 Jeffrey L. Rice 108 Cold Springs Road Carlisle, PA 17013 Tammy J. Swarner 171 Oakhill Road Carlisle, PA 17013 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Daughter S on Daughter FILE NUMBER 21-03-0764 AMOUNT OR SHARE OF ESTATE 1/3 remainder 1/3 remainder 1/3 remainder ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS $ 0.00 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT I, HAROLD R. RICE, of Dickinson Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. ONE: I direct my Executors to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. TWO: I give, devise, and bequeath all of r fly estate of every nature and wherever situate, to the following: a. To BRENDA J. GARLAND ............................. 33.33 %; b. To TAMMY J. SWARNER ...................... 33.33 %; c. To JEFFREY L. RICE .......................... 33.33 %; st. If anv. of my ,.,,,,~,l"~':'a-~- named above have predeceased me, ,,len hhe share of my deceaseo- - ' child wi!! be distributed equally to my surviving children. THREE: I appoint my children, BRENDA J. GARLAND, TAMMY J. SWARNER and JEFFREY L. RICE, to serve as Co-Executors of this my Last Will. FOUR: My Co-Executors may, at their discretion, compromise claims, borrow money, retain property for such length of time as they may deem proper; lease and sell property for such prices, on such terms, at public or private sales, as they may deem proper; and invest estate property and income without restriction to legal investments. FIVE: No Co-Executors acting, hereunder shall be required to post bond or enter security, in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 28TM day of February, 2000. HAROLD R. RICE _(SEAL) Signed, sealed, published and declared by HAROLD R. RICE, the above named Testator, as and for his Last Will and Testament, in the presence of us, who, at his request and in his presence and in tee presence of each other have subscribed our names as witnesses hereto. ACKNOWLEDGMENT AND AFFIDAVIT WE, HAROLD R. RICE, CHERYL L. CLELAND and MARTHA L. NOEL, the testator and witnesses respectively, whose names are signed to the 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 the purpose herein expressed, and that each of the witnesses, in the presence and. hearing of the testator, signed the Will as a witness and that. to the best of their knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. CHERY~ L~. CL~LAND THA L. NOEL COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF CUMBERLAND : n ,lo oo before ...... Subscribed, sworn to and ack~.ov;.~d~,~d me by, HAROLD R. RICE, the herein, and subscribed and sworn to before me by CHERYL L. CLELAND and MARTHA L. NOEL, witnesses, this 28TM day of February, 2000. - ' ~ ~oiary Public F~~.. Notarial Seal I r,~..~! :',,. Morrison, Notry Public t .. C~n ~i... Soro, CumberS;md Count~' ~ ~Y Coml~::, ion Expk,¢s Dec. '~5, 2000 HUD - ! UNIFORM SETTLEMENT STATEMENT OMB Approval No. 2502-0265 A. US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT B. TYPE OF LOAN 6. File Number: 7. Loan Number: I. FHA 2. FmHA 375393 45414041 3. Cony. Unins. 4. VA 5. Cony. [ns. 8. Mortgage Insurance Case Number NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by thc settlement agent are shown. Items marked "(p.o.c.)" were paid outside the closing; they are shown here for informational purposes and are not included in the totals. D. NA~ME AND ADDRESS OF BORROWER: James N. Zimmerman Danielle E. Gleim 52 Mountain View Terrace Newville, PA 17241 NOTE: TIN =Taxp~efsldentificationNumber E. NAME, ADDRESSANDTIN OFSELLER: Harold Rice Estate by Executors 108 Cold Spring Road Carlisle, PA 17013 G. PROPERTY LOCATION: 108 Cold Springs Road Carlisle, PA 17013 F. NAME AND ADDRESS OFLENDER: Counrtywide Homes Loans 4830 Carlisle Pike Hampden Center Mechanicsburg, PA 17050 H. SETTLEMENT AGENT NAME, ADDRESS AND TIN Parcel # 32-2326-014 PA RealEstate Settlement Service 10 West Pomfret Street, Carlisle, PA 17013 PLACE OFSLI-I'LEMENT Il. SETTLEMENT DATE 155 S. Hanover Street I 11/26/2003 Carlisle, PA 17013 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER: 101. Contract sales price 82,000.00 401. Contract sales price 82,000.00 102. Personal property 402. Personal property 103. Settlement charges to borrower (Line 1400) 3,57 7.1 8 403. 104. 404. 105. 405. Adjustments for items paid by seller in advance Adiustments for items paid by seller in advance 106. City/town taxes 406. City/town taxes 107. County taxes 11/26/2003-12/31/2003 14.04 407. County taxes 11/26/2003-12/31/2003 14.04 108. Assessments 408. Assessments 109. School Tax 11/26 to 6/30/04 470.88 409. School Tax 1'1/26 to 6/30/04 470.88 110. 410. Ill. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 8 6, 0 62.10 420. GROSS AMOUNT DUE TO SELLER 8 2,4 8 4.9 2 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Deposit or earnest money 1,000.00 501. Excess deposit 202. Principal amount of new loan(s) 82t 000.00 502. Settlement charges to seller (Line 1400) 6,381.80 203. Existing loan(s) taken subiect to 503. Existing loan(s) taken subject to 204. CC Redevelopment Auth. 3,000. O0 504. Payoffoffirst mortgage loan 205. 505. Payoff of second mortgage loan 206. 506. 207. 507. 208. 508. 209. 509. Adiustments for items unpaid by seller Adjustments for items unpaid by seller 210. Civ,'/town taxes 510. City/town taxes 211. County taxes 511. County taxes 212. Assessments 512. Assessments 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 8 6,0 0 0.0 0 520. TOTAL REDUCTION AMOUNT DUE SELLER 6, 3 81.8 0 300. CASH AT SETTLEMENT FROM/TO BORROWER 600. CASH AT SETTLEMENT FROM/'ro SELLER 30 I. Gross amount due from borrower (Line 120) 302. Less amount paid by/for borrower (Line 220) 303. CASH FROM BORROWER 86,062.10 601. Gross amount due to seller (Line 420) ] 82,484.92 86,000.00 602. Less reduction in amount due seller (Line 520) I 6,381.80 62.10 603. CASH TO SELLER 76,103.12 SELLER'S STATEMENT ]'he intbrmation contained in Blocks E, G, H, and I and on line 401 (or, if line 401 is asterisked, line 403 and 404) is important tax information and is being furnished to the Internal Revenue Service (see Seller Certification). If you are required to file a return, a negligence penalty or other sanction will be imposed on you if this item is required to be reported and the IRS determines that it has not been reported. You are required to provide the Settlement Agent with your correct taxpayer identification number. If you do not provide the Settlement Agent with your correct taxpayer identification number, you may be subject to civil or criminal penalties imposed by law. Under penalties of perjury. I certify that the number shown on this statement is my correct taxpayer identification number. (Seller's Signature) Harold Rice Estate by (Seller's Signature) Executors EASY SOFT. Inc. 2001 Previous editions are obsolete Page I form HUD-I (3/86) ref Handbook 4305.2 L. SETTLEMENT CHARGES PAID FROM PAID FROM BORROWER'S I SELLER'S FUNDS AT I FUNDS AT SETTLEMENT SETTLEMENT k lOO.OO 700. TOTAL SALES/BROKER's COMMISSION based on price $ 82 t 000.00 @ Division of Commission (line 700) as follows: S PAYABLE IN CONNECTION WITH LOAN 801~ Loa~ Discoun~ W. Barrett A raisal Services 804. Credit re~ort to Landsafe 805. Lender's ~ 806. Flood Check Fee to Landsafe Flood Tax Service Fee to Countr wide Tax Service__ de Home Loans ment Service_______~s Real Settlement Service_ s ITEMSRE UIREDBYLENDERTOBEPAIDINADVANCE 901.1nterest~l/30/2003 @ 14.880 er da 904. 275.00 35:00 90.0C 350.00 5.00 17.00 74.40 RVES DEPOSITED WITH LENDER 1001. Hazard insurance 3 month s @ 19.25 er month insurance ualassessments %ool Taxe__s 7 month s 65.80 er month 1007. PMI 1 month s @ 71.75 er month TLECHARGE_~S 10l. Settlementorclosinfe_.~=_~_ 'itle Examination t...._.__~_o insurance binder t.~..~.~o 57 75 132.0________0__0 460.60 71.75 -202.07---- 100:0~ 100 5T 10 Sensenic___b__h includes line numbers: 1101 - 1105 1109. Lender's covers e $ 82000. O0 750 35.00 Deed $ 38.5__9_0 __ Deed $ 820.0_ 0 ~DITIONAL SETTLEMENT CHARGES Mort a eS 64.50 Releases i 103 "0~0~ Mort~ 820 00 M~ 17 820.0_ 0 CERTIFICATION: I have carefully reviewed the HUD-I Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and further certiffy that I received a co~y'of the HUD-I Settlement Statement. disbursements made on my account or bY me in this transacti°n' I ~.,..._~ ,5~/,.~ / ~a~_s_~7 Selte~ L~ecutOrs 13~rrowe~ Daniel'l'e Z. Glezm The HUD-I Settlement Statement which [ have prepared is a true and accurate account of the funds disbursed or to be disbursed by the undersigned as part of the settlement of this transaction. ~ , 11/2 6/2003 ,/ Settlement Agent PA RealEstate Settlement Serviues Date WARNING: It is a crime to knowingly make false statements to the United States on this or any other similar form. Penalties upon conviction can include a fine and imprisonment. For details see: Title 18 U.S. Code Section 1001 and Section 1010. © EASY SOFT, Inc. 2001 Previous editions are obsolete Page 2 form HUD-I (3/86) ref Handbook 4305.2 Brook ood Investment Advisor Inc 19 Brookwood Avenue · Suite 103 · Carlisle, PA 17013 Phone: 717.243.8777 · Fax: 717.243.7291 · Toll Free 888-230-1480 October 29, 2003 OCT ~ 0 '2003 IRWIN & McKNIGHT Attorney Marcus A. McKnight III Irwin McKnight & Hughes 60 West Pomfret Street Carlisle, PA 17013 RE: Estate of Harold R. Rice Date of Death: August 10, 2003 Social Security #: 182-22-7565 Attorney McKnight: In response to your letter requesting the date of death balance in the Variable Annuity with Hartford, Contract #710794554, it is $29,125.87 (see attached). Additionally, the annuity states that the primary-beneficiary is Tammy J. Swamer, daughter, and the contingent beneficiary is Brenda J. Garland, daughter (see attached paperwork). Thank you. Sincerely, John W. Carbaugh Registered Representative JWC:las Encl. Securities and Investments Adviscn~' Services are offered through Cambridge Investments Research (C[R), Inc. A Registered Broker/Dealer, Member NAS[)/SIP(':, and Federally Registered Investment Advisor. Brookwo,)d Investment Advisors and Cambridge Investment Research are separate and unrelated companies. Inventory Report' Active Inventory Print Date: 08/29/2003 Bonds: File Pricing Date: 08/2003 Issue Next Interest Final Maturity No. Series Denom Serial Number Date Price Interest Value Rate Yield Date Date Note 1 E $100C1023783749E 01/1974 $75.00i $428.84 $503.84 4.00% 6.56% 01/2004 01/2004 2 E 100 C1023783748E 01/1974 75.00 428.84 503.84 4.00% 6.56% 01/2004 01t2004 3 E 100 C1027743238E 02/1974 75.00 428.84 503.84 4.00% 6.56% 02/2004 02/2004 - 4 E 100 C1027743239E 02/1974 75.00i 428.84 503.84 4.00% 6.56% 02/2004 02/2004 5 E 100 C1031284159E 08/1974 75.00 424.88 499.88 4.00% 6.65% 02/2004 08/2004 6 E 100 C1043513822E 09/1974 75.00i 415.08 490.08 4.00% 6.70% 09/2003 09/2004 - 7 E 100 C1043513821E 09/1974 75.00 415.08 490.08 4.00% 6.70% 09/2003 09~2004 8 E 100 C1043513903E 10/1974 75.00' 415.08 490.08 4.00% 6.70% 10/2003 10/2004 9 E 100 C1043513902E 10/1974 75.00 415.08 490.08 4.00% 6.70% 10/2003 10/2004 10 E 100 C1046582630E 11/1974 75.00 419.76 494.76 4.00% 6.73% 11/2003 11/2004 11 E 100 C1046582631E 11/1974 75.00 419.76 494.76 4.00% 6.73% 11/2003 11/2004 12 E 100 C 1047061463E 12/1974 75.00 421.00 496.00 4.00% 6.74% 12~2003 12/2004 13 E 100 C1047061464E 12/1974 75.00 421.00 496.00 4.00% 6.74% 12/2003 12/2004 14 E 100 C1050368074E 01/1975 75.00 420.92 495.92 4.00% 6.74% 01/2004 01/2005 15 E 100 C1050368075E 01/1975 75.00 420.92 495.92 4.00% 6.74% 01/2004 01/2005 16 E 100 C1053510231E 02/1975 75.00 420.92 495.92 4.00% 6.74% 02~2004 02/2005 17 E 100 C1053510230E 02/1975 75.00 420.92 495.92 4.00% 6.74% 02~2004 02~2005 18 E 100 C1053510332E 03/1975 75.00 411.20 486.20 4.00% 6.79% 09/2003 03~2005 19 E 100 C1053510333E 03/1975 75.00 411.20 486.20 4.00% 6.79% 09~2003 03~2005 20 E 100 C1053724654E 04/1975 75.00 411.20 486.20 4.00% 6.79% 10/2003 04/2005 21 E 100 C1053724655E 04/1975 75.00 411.20 486.20 4.00% 6.79% 10/2003 04/2005 22 E 100 C1055748150E 05/1975 75.00 415.88 490.88 4.00% 6.82% 11/2003 05/2005 23 E 100 C1055748151E 05/1975 75.00 415.88 490.88 4.00% 6.82% 11/2003 05/2005 24 E 100 C2002116418E 06/1975 75.00 417.04 492.04 4.00% 6.83% 12/2003 06~2005 25 E 100 C2002116419E 06/1975 75.00 417.04 492.04 4.00% 6.83% 12/2003 06/2005 26 E 100,C2007462280E 07/1975 75.00 417.04 492.04 4.00% 6.83% 01/2004 07~2005 27 EE 100!C23081221EE 07/1981 50.00 164.00 214.00 4.00% 6.72% 01/2004 07/2011 28 EE 100'C23801222EE 07/1981 50.00 164.00! 214.00 4.00% 6.72% 01/2004 07/2011 -- 29 EE 100 C24408875EE 08/1981 50.00 164.00! 214.00 4.00% 6.72% 02~2004 08/2011 30 EE 100 C24408876EE 08/1981 · 50.00 164.00 214.00 4.00% 6.72% 02~2004 08/2011 31 EE 100 C24408877EE 08/1981 50.00 164.001 214.00 4.00% 6.72% 02/2004 08/2011 32 EE 100 C24408878EE 08/1981 50.00 164.00 214.00 4.00% 6.72% 02~2004 08/2011 33 EE 50 L60482853EE 08/1981 25.00 82.00 107.00 4.00% 6.72% 02/2004 08/2011 34 EE 50 L60482852EE 08/1981 25.00 82.00 107.00 4.00% 6.72% 02/2004 08/2011 35 EE 100 C24415766EE 0911981 50.00 159.80 209.80 4.00% 6.78% 09/2003 09/2011 36 EE 100 C24415767EE 09/1981 50.00 159.80 209.80 4.00% 6.78% 09/2003 09/2011 37 EE 100 C24415768EE 09/1981 50.00 159.80 209.80 4.00% 6.78% 09/2003 09/2011 38 EE 100 C24415769EE 09/1981 50.00 159.80 209.80 4.00% 6.78% 09/2003 09/2011 C:\My Documents\Harold Rice Estate.sbw Page 1 of 7 InVentory Report Active Inventory Print Date: 08/29/2003 Bonds: File Pricing Date: 08/2003 Issue Next Interest Final Maturity No. Series Denom Serial Number Date Price Interest Value Rate Yield Date Date Note 39 EE $50L63794319EE 09/1981 $25.00 $79.90 $104.90 4.00% 6.78% 09/2003 09/2011 40 EE 50L63794320EE 09/1981 25.00 79.901 104.90 4.00% 6.78% 09/2003 09/2011 41 EE 50 L64656167EE 1011981 25.00 79.90 104.90 4.00% 6.78% 10/2003 10/2011 42 EE 50 L64656168EE 1011989 25.00~ 28.94 53.94 4.00% 5.78% 10/2003 10/2019 43 EE 100 C28440485EE 10/1981 50.00 159.80 209.80 4.00% 6.78% 10/2003 10/2011 44 EE 100 C28440486EE 10/1981 50.00 159.80 209.80 4100% 6.78%: 10/2003 10/2011 45 EE 100C28440487EE 10/1981 50.00 159.80 209.80 4.00%' 6.78%' 10/2003 10/2011 -- 46 EE 100 C28440488EE 10/1981 50.00 159.80 209.80 4.00% 6.78% 10/2003 10/2011 47 EE 50 L68673016EE 11/1981 25.00 79.90 104.90 4.00% 6.78% 11/2003 11/2011 48 EE 50 L68673017EE 11/1981 25.00 79.90 104.90 4.00% 6.78% 11/2003 11/2011 -- 49 EE 100 C28464943EE 11/1981 50.00 159.80 209.80 4.00% 6.78% 11/2003 11/2011 50 EE 100 C28464944EE 11/1981 50.00 159.80 209.80 4.00% 6.78% 11/2003 11/2011 -- 51 EE 100 C28464945EE 11/1981 50.00 159.80 209.80 4.00% 6.78% 11/2003 11/2011 -- 52 EE 100 C28464946EE 11/1981 50.00 159.80 209.80 4.00% 6.78% 11/2003 11/2011 53 EE 100 C32759222EE 12/1981 50.00 159.80 209.80 4.00% 6.78% 1212003 12/2011 -- 54 EE 100 C32759223EE 12/1981 50.00 159.80 209.80 4.00% 6.78% 12/2003 12/2011 55 EE 100 C32759224EE 1~/1981 50.00 159.80 209.80 4.00% 6.78% 12/2003 12/2011 56 EE 100 C32759225EE 12/1981 50.00 159.80 209.80 4.00% 6.78% 12/2003 12/2011 57 EE 50 L68673894EE 12/1981 25.00 79.90 104.90 4.00% 6.78% 12/2003 12/2011 58 EE 50 L68673895EE 12/1981 25.00 79.90 104.90 4.00% 6.78% 12/2003 12/2011 -- 59 EE 50 L68740779EE 01/1982 25.00 79.90 104.90 4.00% 6.78% 01/2004 01/2012 60 EE 50 L68740780EE 01/1982 25.00 79.90 104.90 4.00% 6.78% 01/2004 01/2012 61 EE 100 C35130865EE 01/1982 50.00 159.80 209.80 4.00% 6.78% 01/2004 01/2012 62 EE 100 C35130866EE 01/1982 50.00 159.80 209.80 4.00% 6.78% 01/2004 01/2012 -- 63 EE 100 C35130867EE 01/1982 50.00 159.80 209.80 4.00% 6.78% 01/2004 01/2012 64 EE 100 C35130868EE 01/1982 50.00 159.80~ 209.80 4.00% 6.78% 01/2004 01/2012 -- 65 EE 50 L86560183EE 0211982 25.00 79.90 104.90 4.00% 6.78%t 02/2004 02/2012 66 EE 50 L86560182EE 02/1982 25.00 79.90 104.90i 4.00% 6.78%i 02/2004 02/2012 -- 67 EE 100 C35132792EE 02/1982 50.00 159.80 209.80 4.00%; 6.78% 02/2004 02/2012 68 EE 100 C35132793EE 02/1982 50.00 159.80 209.80 4.00% 6.78% 02/2004 02/2012 69 EE 100 C35132794EE 02/1982 50.00 159.80 209.80 4.00% 6,78% 02/2004 02/2012 70 EE 1001C35132795EE 02/1982 50.00 159.80 209.80 4.00% 6.78% 02/2004 02/2012 71 EE 50 L89023981EE 03/1982 25.00 77.86 102.86 4.00% 6.85% 09/2003 03/2012 -- 72 EE 50 L89023980EE 03/1982 25.00 77.86 102.86 4.00% 6.85% 09/2003 03/2012 -- 73 EE 100 C37268486EE 03/1982 50.00 155.72 205.72 4.00% 6.85% 09/2003 03/2012 -- 74 EE 100 C37268487EE 03/1982 50.00 155.72 205.72 4.00% 6.85% 09/2003 03/2012 75 EE 100iC37268488EE 03/1982 50.00 155.72 205.72 4.00% 6.85% 09/2003 03/2012 76 EE 100!C37268489EE 03/1982 50.00 155.72 205.72 4.00% 6.85% 0912003 03/2012 C:\My Documents\Harold Rice Estate.sbw Page 2 of 7 Z jo ~: el~ed /~qs'e),els:l e3!~ plOJeH\SlUOLunooQ A~\:O Inventory Report Active Inventory Print Date: 08~29~2003 File Pricing Date: 08~2003 ~onas: Issue Next Interest Final Maturity No. Series Denom Serial Number Date Price Interest Value Rate Yield Date Date Note 115 EE $100 C42056781EE 11/1982 $50.00 $142.44 $192.44, 4.00% 6.68% 11/2003 11/2012 116 EE 100 C42056782EE 11/1982 50.00 142.44 192.44 4.00% 6.68% 11/2003 11/2012 117 EE 10OC42057155EE 11/1982 50.00 142.44 192.44 4.00% 6.68% 1112003 11/2012 118 EE 100 C42057156EE 11/1982 50.00 142.44 192.44 4.00% 6.68% 11/2003 11/2012 119 EE 100 C42057157EE 11/1982 50.00 142.44 192.44 4.00% 6.68% 11/2003 11/2012 120 EE 100 C42057158EE 1111982 50.00 142.44 192.44 4.00% 6.68% 11/2003 11/2012 121 EE 50 L106775924EE 11/1982. 25.00 71.22 96.22 4.00% 6.68% 1112003 11/2012 122 EE 50 L106775925EE 11/1982 25.00 71.22 96.22 4.00% 6.68% 11/2003 11/2012 123 EE 50 L106775166EE 11/1982 25.00 71.22 96.22 4.00% 6.68% 11/2003 11/2012 124 EE 50 L106775167EE 11/1982 25.00' 71.22 96.22 4.00% 6.68% 1112003 1112012 125 EE 50 L112587309EE 0111983 25.00 71.22 96.22 4.00% 6.68% 01/2004 0112013 126 EE 50 L112587310EE 01/1983 25.00 71.221 96.22 4.00% 6.68% 01/2004 0112013 127 EE 50, L117806470EE 01/1983 25.00 71.22 96.22 4.00% 6.68% 01/2004 01/2013 128 EE 50 Ll17806471 01/1983 25.00 71.22 96.22 4.00%I 6.68% 01/2004 0112013 129 EE 100 C45768365 01/1983 50.00 142.44 192.44 4.00% 6.68% 01/2004 01/2013 130 EE 100 C45768366 01/!983 50.00 142.44 192.44 4.00% 6.68% 01/2004 01/2013 131 EE 100 C45768367 01/1983 50.00 142.44 192.44 4.00% 6.68% 01/2004 01/2013 132 EE 100 C45768368 01/1983 50.00 142.44 192.44 4.00% 6.68% 01/2004 01/2013 133 EE 100 C48820416 0111983 50.00 142.44 192.44 4.00% 6.68% 01/2004 01/2013 134 EE 100 C48820417 01/1983 50.00 142.44 192.44 4.00% 6.68% 01/2004 01/2013 ,_ 135 EE 100 C48820418EE 01/1983 50.00 142.44, 192.44 4.00% 6.68% 01/2004 01/2013 136 EE 100 C48820419EE 01/1983 50.00 142.44 192.44, 4.00% 6.68% 01/2004 0112013 137 EE 50'L123695133 02/1983 25.00 71.22 96.22 4.00% 6.68% 02~2004 0212013 138 EE 50 L123695134 0211983 25.00 71.22 96.22 4.00% 6.68%! 02~2004 02/2013 139 EE 100 C48853705 02/1983 50.00 142.44 192.44 4.00% 6.68% 02~2004 02/2013 140 E E 100 C48853706 02/1983 50.00 142.44 192.44 4.00% 6.68% 02~2004 02~2013 141 EE 100 C48853707 02/1983 50.00 142.44 192.44 4.00% 6.68% 02~2004 02/2013 _ 142 EE 100 C48853708 0211983 50.00 142.44 192.44 4.00% 6.68% 02~2004 02/2013 143 EE 50, L125554735 03/1983 25.00 62.12 87.12 3.09% 6.34% 0912003 03~2013 144 EE 50 L125554736 03/1983 25.00 62.12 87.12 3.09% 6.34% 0912003 0312013 145 EE 10OC48854081 03/1983 50.00 124.24 174.24 3.09% 6.34% 09~2003 03/2013 146 EE 100 C48854082 03/1983 50.00 124.24 174.24 3.09% 6.34% 09~2003 03/2013 147 EE 100 C48854083 03/1983 50.00 124.24 174.24 3.09% 6.34% 09~2003 03/2013 148 EE 100 C48854084 03/1983 50.00 124.24 174.24 3.09%! 6.34%! 09~2003 03/2013 _ 149 EE 50 L125555345 0411983 25.00 62.12 87.12 3.09% 6.34% 1012003 04/2013 _ 150 EE 50 L125555344 04/1983 25.00 62.12 87.12 3.09% 6.34% 10/2003 0412013 EE 100 C48870644 04/1983 50.00 124.24 174.24 3.09% 6.34% 10/2003 04/2013 151 152 EE 100 IC48870645 04/1983 50.00, 124.24 174.24 3.09% 6.34% 10/2003 04~2013 C:\My Documents\Harold Rice Estate.sbw Page 4 of 7 Inventory Report' Active Inventory Print Date: 08/29/2003 Bonds: File Pricing Date: 08/2003 Issue ' Next Interest Fin~! Maturity No. Series Denom Serial Number Date Price Interest Value Rate Yield Date Date Note 153 EE $100 C48870646 04/1983 $50.00 $124.24 $174.24 3.09% 6.34% 10/2003 04/2013 154 EE 100 C48870647 04/1983 50.00 124.24 174.24 3.09% 6.34% 10/2003 04/2013 155 EE 50 L125589075 05/1983 25.00 58.80 83.80 2.48% 6.14% 11/2003 05/2013 156 ~ EE 50 L125589076 05/1983 25.00 58.80 83.80 2.48% 6.14% 1112003 05/2013 157 EE 100 C48902927 05/1983 50.00 117.60 167.60 2.48% 6.14% 11/2003 05/2013 158 EE 100 C48902928 0511983 50.00 117.60 167.60 2.48% 6.14% 11/2003 05/2013 159 EE 100 C48902929 05/1983 50.00 117.60 167.60 2.48% 6.14% 11/2003 05/2013 - 160 EE 100 C48902930 05/1983 50.00 117.60 167.60 2.48% 6.14% 11/2003 0512013 161 EE 50 L130541220 0611983 25.00 58.80 83.80 2.48% 6.14% 12/2003 06/2013 162 EE 50 Li30541221 06/1983 25.00 58.80 83.80 2.48% 6.14% 1212003 06/2013 163 EE 100 048928000 06/1983 50.00 117.60 167.60 2.48% 6.14% 1212003 0612013 164 EE 100 C48928001 0611983 50.00 117.60 167.60 2.48% 6.14% 12/2003 0612013 165 EE 100 C48928002 06/1983 50.00 117.60 167.60 2.48% 6.14% 12/2003 06/2013 166 EE 100 C48928003 06/1983 50.00 117.60 167,60 2.48% 6.14% 12/2003 06/2013 167 EE 50 L132836326 0711983 25.00 58.80 83.80 2.48% 6.14% 01/2004 07/2013 168 EE 50 L132836327 07/1983 25.00 58.80 83.80 2.48% 6.14% 01/2004 07/2013 - 169 EE 100 048928463 07/1983 50.00 117.60 167.60 2.48% 6.14% 01/2004 07/2013 170 EE 100 048928464 07/1983 50.00 117.60 167.60 2.48% 6.14% 01/2004 07/2013 171 EE 100 C48928465 07/1983 50.00 117.60 167.60 2.48% 6.14% 01/2004 07/2013 172 EE 100 C48928466 07/1983 50.00 117.60 167.60 2.48% 6,14% 01/2004 0712013 - 173 EE 50 L132837125 08/1983 25.00 58.80 83.80 2.48% 6.14% 02~2004 08/2013 174 EE 50 L132837126 08/1983 25.00 58.80 83.80 2.48% 6.14% 02/2004 08/2013 175 EE 100 C48955679 0811983 50.00 117.60' 167.60 2.48% 6.14% 02~2004 08/2013 176 EE 100 C48955680 08/1983 50.00 117.60 167.60 2.48% 6.14% 02~2004 08/2013 177 EE 100 C48955681 08/1983 50.00 117.60 167.60 2.48% 6.14% 02/2004 08/2013 - 178 EE 100 C48955682 08/1983 50.00 117.60 167.60 2.48% 6.14% 02/2004 08/2013 179 EE 50 L133908671 09/1983 25.00 57.56 82.56 3.04% 6.22% 09/2003 09/2013 180 EE 50 L133908672 09/1983 25.00 57.56 82.56 3.04% 6.22% 09/2003 09/2013 - 181 EE 100 C48956069 09/1983 50.00 115.12 165.12 3.04% 6.22% 09/2003 09/2013 182 EE 100 C48956070 09/1983 50.00 115.12 165.12 3.04% 6.22% 09/2003 09/2013 183 EE 100 C48956071 09/1983 50.00 115.12 165.12 3.04% 6.22% 09/2003 09/2013 184 EE 100 C48956072 09/1983 50.00 115.12 165.12 3.04% 6.22% 09/2003 09/2013 -- 185 EE 50 L135035566 10/1983 25.00 57.56 82.56 3.04% 6.22% 10/2003 10/2013 186 EE 50 L135035567 10/1983 25.00 57.56 82.56 3.04% 6.22% 10/2003 10/2013 -- 187 EE 100 C50230659 10/1983 50.00 115.12 165.12 3.04% 6.22% 10/2003 10/2013 - 188 EE 100 C50230660 1011983 50.00 115.12 165.121 3.04% 6.22% 10/2003 10/2013 189 EE 100050230661 10/1983 50.00 115.12 165.12 3.04% 6.22% 10/2003 10/2013 190 EE 10OC50230662 10/1983 50.00 115.12 165.12 3.04% 6.22% 10/2003 10/2013 C:\My Documents\Harold Rice Estate.sbw Page 5 of 7 Inventory Report Active Inventory Print Date: 08/29/2003 Bonds: File Pricin( Date: 08/2003 Issue Next Interest Final Maturity No. Series Denom Serial Number Date Price Interest Value Rate Yield Date Date Note 191 EE $50 L135036313 11/1983 $25.00: $55.24 $80.24i 2.50% 6.07O/o 11/2003 11/2013 192 EE 50!L135036314 11/1983 25.00 55.24 80.241 2.50~ 6.07% 1112003 11/2013 193 EE 50 L141251573 12/1983 25.00 55.24 80.24 2.50% 6.07% 12/2003 12/2013 194 EE 50 L141251574 12/1983 25.00 55.24 80.24 2.50% 6.07% 12/2003 12/2013 195 EE 100 C50231018 11/1983 50.00 110.48 160.48 2.50%I 6.07% 11/2003 11/2013 196 EE 100 C50231019 11/1983 50.00 110.48 160.48 2.50% 6.07% 11/2003 11/2013 197 EE 100 C50231020 11/198'3 .50.00 110.48 160.48 2.50% 6.07% 11/2003 11/2013 198 EE 100 C50231021 11/1983 50.00 110.48 160.48 2.50% 6.07% 11/2003 11/2013 199 EE 100 C55756572 12/1983 50.00 110.48 160.48 2,50% 6.07% 12/2003 12/2013 -- 200, EE 100 C55756573 12/1983 50.00 110.48 160.48 2.50% 6.07% 12/2003 12/2013 201 EE 100 C55756574 12/1983 50.00 110.48 160.48 2.50% 6.07% 12/2003 12/2013 202 EE 100 C55756575 12/1983 50.00 110.48 160.48 2.50% 6.07% 12/2003 12/2013 -- 203 EE 50 L151868618 01/1984 25.00 55.24 80.24 2.50% 6.07% 01/2004 01/2014 204 EE 50 L151868619 01/1984 25,00 55.24 80.24 2.50% 6.07% 01/2004 01/2014 205 EE 100 C55757019 01/1984 50.00 110.48 160.48 2.50% 6.07% 01/2004 01/2014 206 EE 100 C55757020 01,/1984 50.00 110.48 160.48 2.50% 6.07% 01/2004 01/2014 207 EE 100 C55757021 01/1984 50.00 110.48 160.48 2.50% 6.07% 01/2004 01/2014 208 EE 100 C55757022 01/1984 50.00 110.48 160.48 2.50% 6.07% 01/2004 01/2014 209 EE 50 L151867773 02/1984 25.00 55.24 80.24 2.50% 6.07% 02/2004 02/2014 210 EE 50 L151867774 02/1984 25.00 55.24 80.24 2.50% 6.07% 02/2004 02/2014 211 EE 100 C59411999 02/1984 50.00 110.48, 160.48 2.50% 6.07% 02/2004 02/2014 212 EE 100~C59412000 02/1984 50.00 110.48 160.48~ 2.50% 6.07% 02~2004 02/2014 213 E E 100!C59412001 02/1984 50.00 110.48 160.48 2.50% 6.07% 02/2004 02/2014 214 EE 100!C59412002 02/1984 50.00 110.48 160.48 2.50%: 6.07% 02~2004 02/2014 215 EE 50 L160944143 03/1984 25.00 54.04 79.04 3.05%' 6.15% 09/2003 03/2014 216 EE 50 L160944144 03/1984 25.00 54.04 79.04 3.05% 6.15% 09~2003 03/2014 217 EE 100 C61343249 03/1984 50.00 108.08 158.08 3.05% 6.15% 09~2003 03/2014 218 EE 100 C61343250 03/1984 50.00 108.08 158.08 3.05% 6.15% 09/2003 03/2014 -- 219 EE 100 C61343251 03/1984 50.00 108.08 158.08 3.05% 6.15% 09/2003 03/2014 -- 220 EE 100 C61343252 03/1984 50.00 108.08 158.08 3.05% 6.15% 09/2003 03/2014 -- 221 EE 50 L247677897 12/1985 25.00 45.30 70.30 4.00% 6.00% 12/2003 12/2015 C:\My Documents\Harold Rice Estate.sbw Page 6 of 7 Inventory Totals: Inventory Report Active Inventory Print Date: 08/29/2003 File Pricing Date: 08/2003 Price Interest Value ] $10,075.00 $33,316.38 $43,391.381 CI- bond was ashed n EX- bond was E changed for an HH bond ME- bond is atured and Exchangeable for an HH bond MN - bond is atured and Not exchangeable for an HH bond NE - bond is Not yet Eligible for payment (it's < 6 months old) NI - bond has Not yet been ssued P5 - bond is a Series I or EE, was issued in or after May 1997 and includes a 3-month-interest Penalty until the bond is 5 years old * bond is a Sedes I or EE, was issued in or after January 1990 and may be tax exempt if used for post-secondary education () bond was Cashed In or EXchanged for an HH bond, but is being priced on a date prior to the cashed or exchanged date C:\My Documents\Harold Rice Estate.sbw Page 7 of 7 M&TBank September 9, 2003 Law Offices Irwin McKnight & Hughes West Pomfret Professional Building 60 West Pomfret Street Carlisle, PA 17013-3222 499 Mitchell Street, Millsboro, DE 19966 Estate of Harold R. Rice Date of Death: August 10, 2003 Social Security Number: 182-22-7565 Dear Mr. McKnight: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit w/th this bank the following accounts. Account Type ........................... Certificate of Deposit Account Number. ...................... 31003911878444 Ownership (Names off .............. Harold R. Rice Opening Date ........................... 02/08/02 · Balance on Date of Deattt ......... $4,000.00 Accrued Interest $ 212.40 Total. ...................................... $4,212.40 Account Type ........................... Certificate of Deposit Account Number. ...................... 31003911878486 Ownership (Names oJ} .............. Harold R. Rice Opening Date ........................... 02 / 26/02 Balance on Date of Deattt ......... $4,000.00 Accrued Interest $ 205.26 Total. ...................................... $4,205.26 Page 2 September 9, 2003 Account Type ........................... Checking Account Account Number. ...................... 2677069011 Ownership (Names of) ..............Harold R. Rice Opening Date ........................... 10/01/79 Balance on Date of Death, .........$19,444.95 Accrued Interest $ 1.75 Total ...................................... $19,446.70 Sincerely, Charlene Warrington, Associate I (302) 934-2722 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Tammy J. Swarner, Brenda J. Garland and Jeffrey L. Rice being duly sworn according fo law, deposes and says that they are the Co-Executors of the Estate of Harold R. Rice late of Dickinson T~o _~._shi~p , Cumberland County, Pa., deceased and fhaf fha wlfhin is an inventory made by the above-named persons .., the said Co-Executors of the enflre estate of said decedent, consisting of all the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposlfe each item of the Inventory represent it's fair value as of the date of decedenf's death. Sworn Date of Death and subscribt~d before me, ~c~ December, ~ 2003 Jet f~e~'L~.~ Rice 108 Cold Springs Road, Carlisle, PA 17013 08 2003 Day Month Year INSTRUCTIONS I. An inventory must be filed wlfhln three months after appointment of personal representative. 2. A supplement inventory must be filed w~thln thirty days of discovery of addlflonal assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries ,Act of 1949. = Inventory of the real and personal estate of HAROLD R. RICE deceased 1. 108 Cold Springs Road, Dickinson Township, Cumberland County - Sale Price. . 2. United States Savings Bonds ......................... 3. ERC Long Term Care Solutions, Inc ...................... 4. ERC Long Term Care - Premium Refund ..................... 5. M&T Bank - Certificate #911878486 ...................... 6. M&T Bank - Checking Account ......................... 7. M&T Bank - Certificate #11878444 ...................... 8. 1996 Ford Taurus - Sold ................... ........ 9. Miscellaneous personal property ....................... TOTAL ............... 82,000 00 43,391 38 8,441 15 1,537 20 4,205 26 19,446 70 4,212 40 3,500 '00 1,264 O0 167,998 09 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 003321 MCKNIGHT MARCUS A III 60 W POMFRET STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 182-22-7565 FILE NUMBER: 2103-0764 DECEDENT NAME: RICE HAROLD R DATE OF PAYMENT: 12/09/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUM BERLAN D DATE OF DEATH: 08/1 0/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $181.06 REMARKS: TOTAL AMOUNT PAID: $181.06 SEAL CHECK# 020573 INITIALS: AC RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS 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. CD REV-1162 EX(11-96) 003523 MCKNIGHT MARCUS A III 60 W POMFRET STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 182-22-7565 FILE NUMBER: 2103-0764 DECEDENT NAME: RICE HAROLD R DATE OF PAYMENT: 02/03/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUM BERLAN D DATE OF DEATH: 08/10/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 99.53 REMARKS: CHECK# 020724 SEAL TOTAL AMOUNT PAID: 99.53 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DI'VTSTON DEPT. Z80601 HARRTSBURG, PA 171Z8-0601 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT REV-Z&O7 EX AFP (gl-OS) MARCUS A HCKNIGHT ESQ IRWIN & HCKNIGHT 60 W POHFRET ST CARLISLE PA 17015 DdI~TE 05108- 200 ~ :~T RICE ATE OF DATE OF DEATH 08-10-2005 FILE NUHBER 21 05-076~ CUHBERLAND ACN 101 kmoun~ Rem/~*ed HAROLD R HAKE CHECK PAYABLE AND REHIT PAYHENT TO= REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit: ~:o your account, submi~ ~he upper portion of ~:his form wi~h your ~ax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS REV-1607 EX AFP (01-03) ### INHERITANCE TAX STATEHENT OF ACCOUNT ESTATE OF RICE HAROLD R FILE NO. 21 03-076~ ACN 101 DATE 03-08-Z00~ THTS STATENENT 'rs PROV/DED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN 'rN THE NANED ESTATE. SHONN BELO# 'rs A SUNNARY OF THE PR/NC/PAL TAX DUE, APPL.rCAT.rON OF ALL PAYNENTS, THE CURRENT BALANCE, AND, TF APPLICABLE, A PROJECTED .rNTEREST FTGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTHENT: 02-02-200~ PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYHENTS (TAX CREDITS): 7,q53.75 PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 363.16 10-30-2003 12-09-2003 02-03-200~ CD003187 CDOO33Z1 CDOO3523 .00 .00 6,900.00 181.06 9.53 IF PA.rD AFTER TH.rS DATE, SEE REVERSE S.rDE FOR CALCULAT'rON OF ADD'rT'rONAL 'rNTEREST. ( 'rF TOTAL DUE 'rS LESS THAN $1, NO PAYNENT 1S REQU'rRED. ZF TOTAL DUE 'rS REFLECTED AS A "CREDIT" (CR), TOTAL TAX CREDIT 7,R53.75 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU NAY BE DUE A REFUND. SEE REVERSE S'rDE OF TH'rS FORH FOR 'rNSTRUCT'rONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed an the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: RESISTER OF NILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONNEALTH OF PENNSYLVANTA. REFUND (CR): A refund of a tax credit, ahich Nas not requested an the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the g3 Revenue District Offices or from the Department's gq-hour answering service for forms ordering: 1-BOO-36Z-ZOSO) services for taxpayers with special hearing and / or speaking needs: X-BOO-qq7-3ogo (TT only). REPLY TO: guestions regarding errors contained an this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z6-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three [~) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes ~hich became delinquent before January 1, 198Z bear interest at the rata of six (6Z) percent par annum calculated at a daily rate of .000164. All taxes ~hich became delinquent on and after January 1, 198Z ~ill bear interest at a rate ~hich ~ill vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 200q are: Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year 198Z ZOZ .0005q8 1988-1991 XiZ .000301 Z001 1983 162 .000q$8 199Z 92 .000Z47 ZOOZ 198q 112 .000301 1993-199q 72 .00019g 2003 1985 132 .000356 1995-1996 92 .O00Zq7 ZOOq 1986 102 .O00Z7q 1999 72 .00019Z 1987 92 .O00Eq7 ZOO0 8Z .O00Z19 Interest Daily Rate Factor 92 .O00Zq7 62 .00016q 52 .000137 q2 .000110 --Interest is calculated as follo~s: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent ~ill reflect an interest calculation to fifteen (1S) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. STATUS REPORT UNDER RULE 6.1 ~ Name of Decedent: HAROLD R. RICE Date of Death: AUGUST 10, 2003 No. 21-03-0764 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: X Yes ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 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 X 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? X Yes No Date: d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report./~ IRWIN & Mc~ Marcus A. McKnight III, Esquire Name (please type or print) 60 West Pomfret Street Address ":~u.~:l~ Carlisle, PA 17013 : 1~.',~ City, State, Zip (717) 249-2353 Telephone Number Capacity: Personal Representative Counsel for Personal Representative BUREAU OF TND/VTDUAL TAXES TNHERXTANCE TAX DTyTSXON DEPT. ZSO60Z HARRXSBURG, PA 171Z8-0601 CONNON#EALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF 1'NHERZTANCE TAX APPRA1.SEHENT, ALLO#ANCE OR D1'SALLO#ANCE OF DEDUCT1.0NS AND ASSESSMENT OF TAX HARCUS A MCKNIGHT ESQ IRWIN & MCKNIGHT 60 W POHFRET ST ~ CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN REV-l;47 EX AFP (01-05) OZ-OZ-ZOOq RICE HAROLD R 08-10-2003 21 05-076q CUHBERLAND 101 Amoun~ Rem/~ad HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LTNE ~'~ RETAIN LOWER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF RICE HAROLD R FZLE NO. 21 03-076q ACN 101 DATE 02-02-200~ TAX RETURN NAS: (X) ACCEPTED AS FTLED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERS;. APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es*a*a (Schedule A) (1) 2. S*ocks and Bonds (Schedule B) (2) 3. Closely Held S~ock/Par~narship Zn~ares~ (Schedule C) (3) q. Hot'gages/No,es Receivable (Schedule D) (q) 5. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) (5) 6. Jointly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Assa~s APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expensas/Adm. Cos~s/Hisc. Expanses (Schedule H) (9) 10. Deb~s/Mor*gage Liabili~ias/Lians (Schedule 1.) (10) 11. To,al Deductions 12. Na~ Value of Tax Re*urn 8Z;000.00 43~391.38 .00 .00 ~2~606.71 .00 NOTE: To insure proper credi~ *o your account, subei~ ~he upper portion of ~his fore wi~h your ~ax payment. 29~125.87 (a) 197,123.96 18,671.80 13. lq. NOTE: TAX CREDITS: PAYMENT DATE 10-30-2003 12,813.18 (11) 31.q8~.gR (12) 165,638.98 ASSESSMENT OF TAX: 15. Amoun~ of Line lq a~ Spousal ra~e (15) .00 X O0 = 16. Aeoun* of Line 1~ ~axabla a~: Lineal/Class A ra4:e (16) 165,638.98 X OR5 = 17. Aeoun* of Line 1~ a~: Sibling ra~e (17). . O0 X 1~ = 18. Aeoun~ of L/ne lq ~axable a* Colla*era1/C1ass B ra~a (18) . O0 X 15 = 19. Principal Tax Due (19)= 12-09-2003 Char/~able/governmen*al Baques*s; Non-elec*ed 9113 Trusts (Schedule J) (13) .0 Ne~ Value of Es4:a4:e Sub~ec~: ~:o Tax (lq) 165,638.98 Zf an assesseent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 reflect figures that ~nclude the total of ALL returns assessed to date. DISCOUNT (+) INTEREST/PEN PA1.D (-) AMOUNT PA1.D RECEIPT NUMBER .00 7,q53.75 .00 .00 7,q53.75 CD003187 CDOO33Z1 BE MADE BY 05-10-200q~. PAYMENT HUS' 363.16 .00 6,900.00 181.06 TOTAL TAX CREDIT BALANCE OF TAX DUE] INTEREST AND PEN. TOTAL DUE 7,qqq.22 9.53 .00 9.53 { 'rF TOTAL DUE TS LESS THAN $1, NO PAYMENT 'rs RE~UI'RED. TF TOTAL DUE TS REFLECTED AS A "CRED1.T' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE S'rDE OF TH'rS FORM FOR TNSTRUCT'rONS.) 'rF PA'rD AFTER DATE 'rND'rCATED, SEE REVERSE FOR CALCULAT1.0N OF ADD1.T1.0NAL 1.NTEREST. RESERVATION: Estates of decedents dying on or before December 12, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after tho expiration of any estate for life or for years, the Commonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOT[CE: PAYMENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section Il40 of the Inheritance and Estate Tax Act, Act ZS of ZOO0. (7Z P.S. Section 91q0). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILES, AGENT A refund of a tax credit, which ams not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at the Office of the Register of Hills, any of the Z3 Revenue District Offices, or by calling tho special Z~-hour ansaering service for forms ordering: 1-800-56Z-ZO50; services for taxpayers with special hearing and / or speaking needs: 1-800-q~7-30ZO (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object aithin sixty (60) days of receipt of this Notice by: --written protest to the PA Dspartaent of Revenue, Board of Appeals, Dept. ZD10Z1, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviea Unit, Dept. 280601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the booklet "instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) For an explanation of administratively correctable errors. If any tax due is paid within three (5) calendar months after the dacedsnt's death, a five percent (SI) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed an the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest et the rate of six (6Z) percent per annum calculated at a daily rate of .00016q. All taxes which became delinquent on and after January l, 198Z will bear interest at a rate which will vary from calendar year to calendar year aith that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z lOX .O005qB 1987 9Z .OOOZq7 1999 7Z .OOOIgZ 1983 16Z .000q38 1988-1991 11X .000~01 2000 8X .000219 19Bq IIX .000301 1992 92 .O00Zq7 2001 9Z .O00Z~7 1985 132 .000S56 199~-X994 7Z .00019Z ZOOZ 62 .00016~ 1986 IOZ .OOOZ7fi 1995-1998 9Z .000247 2003 5Z .0001S7 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (153 days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF TNDZVTDUAL TAXES INHERTTANCE TAX DIVTSTnN DEPT. Z80601 HARRTSBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX MARCUS A NCKNIGHT ESQ IRWIN I MCKNIGHT 60 W POMFRET ST CARLISLE PA 17015 CUT ALONG THIS LINE DATE 02-02-2004 ESTATE OF RICE DATE OF DEATH 08-10-2005 FILE NUMBER 21 05-0764 COUNTY CUMBERLAND ACN 101 HAROL: Amoun'k Rem i'l:'lc.,d RAKE CHECK PAYABLE AND REMIT PAYMF. N' RE6'rSTER OF WILLS CUH~,ERLAND CO COURT HOUSE CARLISLE., PA '17015 RETAIN LOWER PORTION FOR YOUR REcnDnQ