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Home My WebLink About02-1152Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Paul Vathis No. a~-Ua- f ~J~a also known as Deceased Social Security No. 202-16-0700 Petitioner(s), who is/are 1 B years of age or older, apply(iea) for: (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the executor named in the Last Will of the Decedent, dated March 28, 1997 and codicil(s) dated State relevant cimumstances e.a. renunciation death of executor etc Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: NONE B. Grant of Letters of Administration (c.t.a., d.b. n.c.t.a.: pendente life; durance absentia; durance minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if Decedent, then 77 years of age, died December 10. 2002, at 5101 Inverness Driye, Mechanicsburg, PA 17050 (Locatbn) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property ............................................... $ 615,000 (If not domiciled in PA) Personal property in Pennsylvania ............................. $ (If not domiciled in PA) Personal property in County .................................. $ Value of real estate in Pennsylvania ........................................................... $ 125,000 Total ............................................................................$ 740,000 Real Estate situated as follows: t/2 tenants in common interest in 5101 Inverness Drive Mechanicsburg Pennsylvania 17050 Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Si nature T ed or rinted name and residence ~Q~ ` , Barbara G. Vathis 5101 Inverness Drive Mechanicsbur , PA 17050 Form RW-1 Page 1 of 2 (Dauphin County -Rev. 9/92) Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 5101 Inverness Drive Mechanicsburg PA 17050 (Hampden Township) (list street, number and municipality) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and 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(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed before me this 18th day of Donna M. Otto, .~we~a, ~sfeu Estate of Paul Vathis Deceased No. 21-2002-1152 also known as Social Security No: 202-16-0700 Date of Death: December 10. 2002 AND NOW, December 18th , 2002, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ®Testamentary ^ of Administration (e.Ga.: V. b.rtc.[; pendantc ]iLe; duranto absentia; duranbe minoritatR) are hereby granted to Barbara G. Vathis in the above estate and that the instrument(s), if any, dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters .......................... Short Certificate(s) (1~. Renunciation ( )............ Affidavit ( ) .................. Extra Pages (11)••••••••••• Codicil ........................... JCP Fee ...................... Inventory & Tax Forms... Other ............................ $ 445.00 $ 36_.00 $ $ 33.00 $ $ in_nn ~~~ Register of Wills Donna M. Otto, 1st, Deputy . i~(~C Attorney: I.D. No: Address TOTAL ................ $ 524.00 Telephone: MAILED LETTERS `IO A'lI'ORNEY ON DECENJBER 18thDKI'L'"FILED /,~ / El se E. Ro ers `~ J/ ~ ``// ~ 41274 l` 415 Fallowfield Rd. Suite 301 Camp Hill. PA 17011 717-612-5801 December 18th, 2002 DECREE OF REGISTER ~le~~~ V'U' Illlll ~L]C]LQ1L ~~~~~d]]CICbc~II1L~ OF PAUL VATHIS I, PAUL VATHIS, of Hampden Township, Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time made. ITEM I: I direct the Executor to pay, out of the residue of my estate, as an expense and cost of administration of my estate, all inheritance and estate taxes which become due by reason of my death, whether payable by my estate or by any recipient of any property. The Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. ITEM II: I direct the Executor to pay the expenses of my last illness and funeral expenses from the residue of my estate as an expense and cost of administration of my estate. ITEM III: I may leave a written list in my safe deposit box or elsewhere disposing of certain items of my tangible personal property. The Executor shall dispose of items of my personal property as specified in the written list. If no written list is found in my safe deposit box or elsewhere and properly identified by the Executor within thirty (30) days after the probate of my Will, it shall be presumed that there is no other statement or list. Any Page 1 ~~ subsequent discovered list shall be ignored. If I die before my wife, BARBARA G. VATHIS, I give to her all of my household furniture and furnishings, books, pictures, jewelry, silverware, automobiles, wearing apparel and all other articles of household or personal use or adornment and all policies of insurance thereon not mentioned in the written list referenced above. If my wife predeceases me, I give any tangible personal property not mentioned in the written list to my children living at the time of my death, to be divided among them as they shall agree. If my children are unable to agree, the Executor shall divide this property among my children in as nearly equal portions as the Executor, in the sole discretion of the Executor, deems practical, having due regard to the personal preferences of my children. ITEM IV: I give the residue of my estate, not disposed of in the preceding portions of this Will, as follows: (a) To BARBARA G. VATHIS, as Trustee (referred to as the "Trustee"), IN TRUST, to be administered and distributed as provided in ITEM V, a fraction of my residuary estate. The numerator shall be a sum equal to the largest amount that can pass free of Federal estate tax under my Will by reason of the unified credit and the state death tax credit (provided that the use of this credit does not require an increase in state death taxes) allowable to my estate but no other credit and after taking account of dispositions under other items of this Will and property passing outside of this Will which do not qualify for the marital or charitable deduction and after taking account of charges to principal that are not allowed as deductions in computing my Federal estate tax. The denominator shall be the value of my residuary estate. For purposes of establishing this Page 2 ..-, ~', h~, fi; fraction, the values finally fixed in the Federal estate tax proceeding relating to my estate shall be used. I recognize that the numerator of such fraction may be zero (0), in which case no property shall pass to this Trust. I also recognize that the numerator may be affected by the action of the Executor in exercising certain tax elections. (b) The balance of my residuary estate shall be paid to my wife, BARBARA G. VATHIS, if she survives me. If she does not survive me, this portion of my estate shall be added to the Trust funded pursuant to subsection (a) and shall be administered and distributed as provided in ITEM V. ITEM V: The following provisions shall apply to the Trust established under ITEM IV(a), which shall be known as "Vathis Trust A": (a) The Trustee shall pay to or for the benefit of my wife, BARBARA G. VATHIS, all of the net income of this Trust in convenient installments, but not less frequently than annually. The Trustee shall also pay to my wife, so much of the principal of this Trust as may be necessary in the sole discretion of the Trustee for the proper support, maintenance and medical care of my wife. (b) Upon the death of my wife, the Trustee shall distribute the principal in equal shares to my children, VICTORIA E. ERB, STEPHANIE FLACK, and RANDALL C. VATHIS. If either of my daughters, VICTORIA E. ERB or STEPHANIE FLACK, is not living at the time of distribution, her share shall be paid to her then living issue, per stirpes. If my son, RANDAL C. VATHIS, is not living at the time of distribution, his share shall be divided equally between /~-• /~ Page 3 '~'` VICTORIA E. ERB or STEPHANIE FLACK, or, if either of them is not living at the time, the share of my deceased daughter shall be paid to her then living issue, per stirpes. I intentionally make no provision for issue of my son, RANDALL C. VATHIS. If any beneficiary has not attained the age of twenty-five (25) years at the time of distribution, his or her share shall be held in Trust, to be administered and distributed as provided in subparagraph (c). (c) The Trustee shall pay to or for the benefit of that issue (the "Beneficiary") in convenient, at least quarterly installments, all of the net income. The Trustee shall also pay to or for the benefit of the Beneficiary so much of the principal of his or her Trust as the Trustee, in the sole discretion of the Trustee, considers necessary to maintain the Beneficiary in the proper station in life, including proper support, maintenance, medical care and college or higher education. Upon the attainment of the age of twenty-five (25) years by the Beneficiary, the Trust shall terminate and the Trustee shall distribute to the Beneficiary all of the assets of the Trust. Should the Beneficiary die before final distribution of the assets of his or her Trust, but be survived by issue, the Trustee shall quarterly pay the net income from his or her Trust to or for the benefit of his or her issue, per stirpes, living at each time of quarterly distribution. As soon as any one of the Beneficiary's issue attains the age of twenty-one (21) years, but in no event later than twenty (20) years following the death of the Beneficiary, the Trustee shall distribute the principal to the then living issue of the Beneficiary, per stirpes. Should the Beneficiary die before final distribution and not j Page 4 be survived by issue, the provisions of subsection (d) of this Item shall apply. (d) If, before final distribution of the assets of any Trust established for the issue of a deceased child, there is no living beneficiary of that Trust, it shall terminate. The principal of the Trust shall be added to the other Trusts created under this Will for the benefit of the other issue of my deceased child. A per stirpital share shall be allocated for each Trust. If any Trust created for issue of a deceased child had previously been terminated, the beneficiary who received payment of the principal of that Trust shall be considered a "Trust" for the purpose of this paragraph, and one share shall be paid directly to that beneficiary. If that beneficiary is deceased, his or her share shall be paid to his or her then living issue, per stirpes. ITEM VI: No part of the income or principal of any Trust created by this Will shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary prior to his or her actual receipt of income or principal distributed. The Trustee shall pay the net income and the principal to the beneficiaries specified by me, as their interests may appear, without regard to any attempted anticipation, pledging or assignment, and without regard to any claim or attempted levy, attachment, seizure or other process against the beneficiary. ITEM VII: The Executor and the Trustee shall each possess the following powers, each of which may be exercised in a fiduciary capacity only: Page 5 ~_ (a) To retain any investments I have at my death, including specifically those consisting of stock of any bank even if I have named that bank as the Executor or Trustee. (b) To vary investments, and to invest in bonds, stocks, notes, real estate mortgages or other securities or in other property, real or personal, without being restricted to so-called "legal investments", and without being limited by any statute or rule of law regarding investments by fiduciaries. (c) In order to divide the principal of a Trust or for any other purpose, including final distributions, the Executor and Trustee are authorized to divide and distribute personal property and real property, partly or wholly in kind, and to allocate specific assets among beneficiaries and Trusts so long as the total market value of each share is not affected by the division, distribution or allocation in kind. The Executor and Trustee are each authorized to make, join in and consummate partitions of lands, voluntarily or involuntarily, including giving of mutual deeds, or other obligations, with as wide powers as an individual owner in fee simple. (d) To sell either at public or private sale real and personal property severally or in conjunction with other persons, and to consummate sale(s) by deed(s) or other instrument(s) to the purchaser(s), conveying a fee simple title. No purchaser shall be obligated to see to the application of the purchase money or to make inquiry into the validity of any sale(s). The Executor and Trustee are authorized to execute, acknowledge and deliver deeds, assignments, options or other writings as necessary or convenient to any of the power conferred upon the Executor and Trustee. _ ~''~ r ,/~ Page 6 (e) To mortgage real estate, and to make leases of real estate. (f) To borrow money from any person, including the Executor or Trustee, to pay indebtedness of mine or of my estate, expenses of administration or inheritance, legacy, estate and other taxes, and to assign and pledge assets of my estate or any Trust established by this Will. (g) To pay all costs, taxes, expenses and charges in connection with the administration of my estate or any Trust established under this Will. (h) To make distributions of income and of principal to the proper beneficiaries, during the administration of my estate, with or without court order, in such manner and in such amounts as the Executor deems prudent and appropriate. (i) To vote shares of stock which form a part of my estate or any Trust established under this Will, and to exercise all the powers incident to the ownership of stock. (j) To unite with other owners of property similar to property in my estate to carry out plans for the reorganization of any company whose securities form a part of my estate. (k) To disclaim any interest in property which would devolve to me or my estate by whatever means, including but not limited to the following means: as beneficiary under a will, as an appointee under the exercise of a power of appointment, as a person entitled to Pa e 7 Cpl g take by intestacy, as a donee of an inter vivos transfer, and as a donee under athird-party beneficiary contract. (1) To prepare, execute and file tax returns of any type required by applicable law, and to make all tax elections authorized by law. (m) To employ custodians of property, investment or business advisors, accountants and attorneys as the Executor or Trustee deems appropriate, and to compensate these persons from assets of my estate or trust, without affecting the compensation to which the Executor and Trustee are entitled. (n) To divide any Trust created in this Will into two or more separate Trusts so that inclusion ratio for purposes of the generation- skipping transfer tax shall be either zero or one, in order that an election under Section 2652(a)(3) of the Internal Revenue Code may be made with respect to one of the separate Trusts, or for any other reason. (o) To do all other acts in their judgment necessary or desirable for the proper and advantageous management, investment and distribution of the estate and Trusts established under this Will. ITEM VIII: The Trustee is authorized to distribute principal and/or income in any one or more of the following ways if the Trustee, in the sole discretion of the Trustee, considers the beneficiary unable to apply distributions to the beneficiary's own best interests, or if the beneficiary is under a legal disability: Page 8 ~---- ',. ~/, / (a) Directly to the beneficiary; (b) To the Legal Guardian or Conservator of the beneficiary; (c) To the Trustee, or to another person selected by the Trustee, as custodian under the Pennsylvania Uniform Transfers to Minors Act as to a beneficiary under the age of twenty-one (21) years; (d) To a relative of the beneficiary, to be expended by that relative for the benefit of the beneficiary; or (e) By directly applying distributions for the benefit of the beneficiary. ITEM IX: Any person who has died at the same time as I have, or in a common disaster with me, or under such circumstances that the order of our deaths cannot be established by proof, or within thirty (30) days of my death, shall be deemed to have predeceased me. ITEM X: I appoint my wife, BARBARA G. VATHIS, to be the Executrix, herein "Executor". In the event of her death, inability or refusal to serve as Executor or Trustee, I appoint my daughter, VICTORIA E. ERB, to serve as Executor or Trustee, or both. In the event of her death, inability or refusal to serve as Trustee of any Trust for issue of a deceased beneficiary, I appoint the living parent of the beneficiary to be Trustee. The Page 9 Executor and Trustee are specifically relieved from the obligation of filing bond or entering security. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding nine (9) pages, at the end of each page of which I have also set my i~ 'tials for greater security and better identification this r da of ~1~ 19`~f.~---- 3' _----' ~ / , /rr' ~~(.,.~'`_, C'~l*`Z-fir' (SEAL) VATHI We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by PAUL VATHIS as his Last Will and Testament, in the presence of us, who, at his request and in his presence and in the presence of each other, have hereunto set our hands and seals the day and year first above written, and we certify that at the time of the execution thereof, PAUL VATHIS was of sound and disposing mind and memory. ~~ ~ ~~ ~! ~~' ~ ''~~~ ~,~ (SEAL) Residing at~ .--y _ ~ ~~~~`t ~_%~' ~1 ! ~~~~:~ ~ "~( ., _ - !/ ~ ;~ ., -_~ `~`~~~~ ~.%!;~; ~ . ' ~ ~~~ ~'~{'~EAL) Residing at '~'~,.v~~1 ~ ~'~~ax.- ass ~ ' ' ~~ ~ ,: ~ ,>, ~ ~ ~ ' ~~~ ~~ ~..? , ~ r :~~, (SEAL) Resi 'ng at ~~S `f ) (~~=~ t t.~.~~ (~.>~ , ~< <;~ ~:~1 , ,~ , ~ _ , ~-- ~ _, ~ ,, _~ ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) SS: ~ ., COUNTY OF ~'~('~C( ~i t ~ ~ ) ~~ I, PAUL VATHIS, Testator, whose name is signed to the attached or. foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; act for the purposes therein expres~ P free ~Ad voluntary (SEAL) Sworn to and subscribed before mie, this ~ ~ ~; ~~~` day of ~~~' ~, ~ 19 r~ " `" `, Note Public :~Iy Commission Expires: (SEAL) t 1\si~ned it VATHIS ~~ NOTARIAL SEAL fviARGARkT L. BOYD, Notary Public City of l~arrisburg, Dauphin County ~A Corrimissior, ~x~~irss .tune 27, 2000 AFFIDAVIT COMMONWEAL~T°H COUNTY OF ~ (\ ~' OF PEN ., SYLVANIA ) ,f ) SS: >~ .--. We, ~ - .,~ , ~ ~ -~ ~: ~~'r,~ %' ~' and _' + _. ~- , (T _~_ ' ~~;_~ ~ ~~ _~ the Witness whose names are signed to the attached or foregoing nstrument, being duly qualified according to law, do depose and say that we were present and saw PAUL VATHIS, sign and execute the instrument as his Last Will and Testament; that PAUL VATHIS signed willingly and that he executed the Will as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of PAUL VATHIS signed the Will as Witnesses; and that to the best of our knowledge PAUL VATHIS was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. ~ ~ r, ~' " / Witness .- Witnes~l j i , ~ _. ~ / -~..,_ ~~ Witness 1 ~\ J _.1 Sworn to and subscribed before me this '= ~; f' day of ~. -~ ,~~ ~ 1 fir' ~ `~~ ~ , f ~ '' ~~ ,,~ Nq~ary Public My Commission Expires: (SEAL) _~.,~.-iUt'7l'Ai~iAL SEAL MARGARET i_. BOYD, Notary Public Ciry of Harrisburg, Qauphin County M Commission Ex fires June 27, 2000 94677 1 z D c c~ m z z N -~ D z v' U O 0 0 m -~ -~ m m b Z ~C G O v v m D i -i 0 z m -C D -~ a b r ~ o x ~ ~~ H vi CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent Paul Vathis Date of Death December 10, 2002 Will No. To the Register Admin. No. ry ''` ~' I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on January 2, 2003 Name Address Randall Vathis 1413 Silver Creek, Mechanicsburg, PA 17050 Stephanie Flack 205 Knoll Court, Pasadena, MD 21122 Victoria Erb 201 Quail Run, Wyoming, DE 19934 Barbara G. Vathis 5101 Inverness Dr., Mechanicsburg, PA 17050 Notice has now been given to all persons entitled thereto under Rule 5.6(a) . Date I - ~ - D 3 ~ Signature Elyse E. Rogers, Esquire Name 415 Fallowfield Road, Suite 301 Camp Hill, PA 17011 Address (717) 612-5801 Telephone Capacity Personal Representative X Counsel for Personal Representative KEEPER WOOD ALLEN &RAHAL LLP ESTABLISHED IN 1878 HEATH L. ALLEN , N. DAVID RAHAL 415 FALLOWFIELD ROAD, SUITE 301 CHARLES W. RUBENDALL II OF COUNSEL: ROBERT L. WELDON CAMP HILL, PA 17011-4906 SAMUEL C. HARRY EUGENE E. PEPINSKY, JR. - JOHN H. ENOSIII PHONE 717-612-5800 HARRISBURG OFFICE: GARY E. FRENCH FAX 717-612-5805 210 WALNUT STREET DONNA S. WELDON HARRISBURG, PA 17101 BRADFORD DORRANCE EIN NO. 73-0716135 JEFFREY S. STOKES WWW.keeferWOOd.com PHONE 717-255-8000 ROBERT R. CHURCH STEPHEN L.GROSE R. SCOTT SHEARER WAYNE M. PECHT ELYSE E. ROGERS March 4 2003 CRAIG A. LONGYEAR , DONALD M. LEWiSIII 717-612-5801 BRIDGET M. WHITLEY JOHN A. FEICHTEL eroQers~+keeferwood.com ANN McGEE CARBON ELIZABETH J. GOLDSTEIN BARBARA A. GALL STEPHANIE KLEINFELTER Register of Wills ~ Cumberland County Courthouse . One Courthouse Square Carlisle, PA 17013 Re: Estate of Paul Vathis, File No. 2002-01152 Dear Sir/Madam: Enclosed is a check in the amount of $18,500 representing prepayment of inheritance tax in the above-referenced estate. Please date-stamp the enclosed copy of this letter and return it to us. Sincerely yours, , `~_~ Elyse E. Rogers lmg Enclosure 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 KEEPER WOOD ALLEN &RAHAL 415 FALLOWFIELD ROAD SUITE 301 CAMP HILL, PA 1 701 1-4906 -------- fold ESTATE INFORMATION: ssrv: 2o2-~s-o~oo FILE NUMBER: 2102-1 152 DECEDENT NAME: VATHIS PAUL DATE OF PAYMENT: 03/04/2003 POSTMARK DATE: 00/00/0000 couNTY: CUMBERLAND DATE OF DEATH: 12/10/2002 AMOUNT ACN ASSESSMENT CONTROL NUMBER 101 ~ $18,500.00 S 18, 500.00 TOTAL AMOUNT PAID: REMARKS: BARBARA G VATHIS C/O KEEPER WOOD ALLEN &RAHAL CHECK# 12'19 SEAL INITIALS: SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REV-1162 EX111-96) N0. CD 002247 REGISTER OF WILLS '_; ~;' ~:z. ~P`' 7 ` ~~j, ,> Y~S ~,~~ I O "ail 'Y .~ ti rl t,f1 m m rl O O O 0 m 0 0 0 r ~~ N (~ U N i LL ~~-f ~ ail ~. 0 ~~ o~ ~~ .~~~ ~~~ M ova ~~ ~~x ~ ~ U a a Y. ~+~+ "~ Q ~ ~ ~~~ ~• ~3Qa €~~a ~~~~ HEATH L. ALLEN N. DAVID RAHAL CHARLES W.RUBENDALLII ROBERT L. WELDON EUGENE E. PEPINSKY, JR. JOHN H. ENOSIII GARY E. FRENCH DONNA S. WELDON BRADFORD DORRANCE JEFFREY S. STOKES ROBERT R. CHURCH STEPHEN L. GROSE R. SCOTT SHEARER WAYNE M. PECHT ELYSE E. ROGERS CRAIG A. LONGYEAR DONALD M. LEWISIlI BRIDGET M. WHITLEY JOHN A. FEICHTEL ANN McGEE CARBON ELIZABETH J. GOLDSTEIN BARBARA A. GALL STEPHANIE KLEINFELTER KEEPER WOOD ALLEN &RAHAL, LLP ESTABLISHED IN 1878 415 FALLOWFIELD ROAD, SUITE 301 CAMP HILL, PA 17011-4906 OF COUNSEL: SAMUEL C. HARRY PHONE 717-612-5800 FAX 717-612-5$05 HARRISBURG OFFICE: 210 WALNUT STREET HARRISBURG, PA 17101 EIN No. 23-0716135 www.keeferwood.com PHONE 717-255-8000 September 10, 2003 717-612-5808 cswindler@keeferwood. com Via: Certified Mail Cumberland County Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Paul Vathis File #21-02-1152 Dear Sir/Madam: Enclosed herewith for filing please find the following: 1. Pennsylvania Inheritance Tax Return (filed in duplicate;) 2. Inventory; 3. Copy of Form 706; 4. Check in the amount of $31.00 in payment of your filing fee; 5. Check in the amount of $3,719.87 in payment of tax due. Kindly acknowledge receipt of these documents by time-stamping the enclosed copy of this letter and returning it to our office. Thank you. Sincerely yours, ''` ~-`1 ,t C I. le D. Swindler, Legal Assistant to Elyse E. Rogers /cds 90994 Enclosure .( , f~ REV-1500 EX (6-00) OFFICI/lL USE ONlY '1,110' \ I . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 COUNTY CODE 20~ -l-15L__ Y!:AA J\UMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Vathis, Paul DATE OF DEATH (MM-DD-YEAR) DA1E OF BIRTH (MM-DD-YEAR) 12/10/2002 10/18/1925 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INtTlAl) Vathis, Barbara G. ~ 00 1. Original Return "'~D () g:O 4. Limited Estate Woo rvJ is ~ LA.! 6. Decedent Died Testate (Attach copy of Will) ~ 0 9. Litigation Proceeds Received I- Z W C W (.,) W C SOCIAL SECURITY NUMBER 202-16-0700 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 2. Supplemental Retum D 3. Remainder Return (date of death prior to 12-13-82\ D 4a. Future Interest Compromise (dale of death after 12-12-82) IXJ 5. Federal Estate Tay; Return Required D 7. Decedent Maintained a Living Trust (Attach copy of Trust} _ 8. Total Number of Safe Deposit Boxes D 10. Spousal Poverty Credit (dale ofdeatM belween 12-31-91 aro 1-1-95) 0 11. Election to tax under See. 9113(A}{"'\\a<:hSl;I\O) ,... >: w o >: o .. Ul ~ 8 THIS SECTION MUST BE COMPLETED, ALL CORRESPONl>ENCE AHD CONFIDENTIAL TAX INFORMATION SHOULD BE OIRECTEO TO: NAME COMPLETE MAILING ADDRESS Elyse E. Rogers, Esquire FIRM NAME (If Applicable) Keefer Wood Allen & Rahal, LLP TELEPHONE NUMBER 415 Fallowfield Road, Camp Hill, PA 17011 Suite 301 717-612-5801 1. Real Estate (Schedule A) (1) 2 Stocks and Bonds (Schedule B) (2) 3. Closely Held CO'1)oration, Partnership Qf Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule 0) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) Z 6. JO Owned Property (Schedule F) (6) 0 >= Separate B"ling Requested ~ 7. Inter~Vivos Transfers & Miscellaneous Non~Probate Property (7) ~ (Schedule G or L) c:: 8. Total Gross Assets (total Lines 1-7) <C (.,) W 9 Funeral Expenses & AdministratiVe Costs (Schedule H) (9) lli: 10. Debts of Decedent. Mortgage LiaM!ties, & liens ,Sct1edulol) (10) 11. Total Deductions (total Lines 9 & 10) f-: 117,500.00 445,001. 02:-':- 0.00' 0.00 173,511.89 0.00 OFFICIAl... USE ONt. Y ~l' - ~ 297,820.25 1,033,833.16 (8) 20,031.13 252.50 (11) 20,283.63 12. Net Value of Estate (Une 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (12) 1,013,549.53 (13) 0.00 14. Net Value Subjec.tto Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 1,013,549.53 15. Amount of Line 14 taxable at the spousal tax 275,437.32 >: rate, or transfers under Sec. 9116 (a){1.2) x.OO_(15) 0 E 16. Amount of line 14 taxable at lineal rate 515,412.28 x .04!i- {16) ::l 0.00 0. 17 Amount of Line 14 taxable at sibling rate x .12 (17) :IE 0 0.00 (,) " Amount of Line 14 taxable at collateral rate x .15 (18) a 19. Tax Due (19) 0.00 23,193.55 0.00 0.00 23,193.55 20 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 2W46451.000 Decedent's Complete ress: SlREET ADDRESS 5101 Inverness Drive Cl1Y 1 STATE I ZIP Mechanicsburq PA 17050 Add Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 23,193.55 0.00 18,500.00 973.68 Total Credits (A + B + C) (2) 19,473.68 3. Interest/Penalty if appiicable D. Interest E. Penalty 0.00 0.00 Total interest/Penalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3. enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 3,719.87 A. Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) 3,719.87 ME!.~..9!!!.9J!.!;2)'!!ble to: REGISTER OF WILLS, AGENT ___~_~I\\I_\\I\\\\\I\\\\t_\~I_.II.\\\\\IIII~"~i'\~III"".~"III\."i_..\'iU\l\\\U~ PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS No [XI [XI [XI [XI IZJ IZJ contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . CKl 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS tS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 1. Did decedent make a transfer and: 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? . . . . . . . . . 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? 4. Did decedent own an Individual Retirement Account, annuity, or other non~probate property which Yes o o o o o o DATE ci- 03 DATE 9- uJ. e Mm~~UW\\U\iitllll\ffit\l:lj\t\\HIID.W\\\l,\W,\\\\t\\m\11\\.8Ml\;l\\\Ii\\\1;m\i'fdmm\ii\1lU\\lll\\lt\ll\\\ll1a\1\\llll1m\II\l\11\i\l\\\\\lllll\\\Il\\\t\lill\lil\1\\1\\llmlln"lI11\\\\ll\\\\l1lm\!ml\ll\ l.lt\um\\IDi\\W.\\\\\\\~1\W;\\WD\1\Wl1\.\I\\l.WlIi,\lTIlitfmmll1m\h\\\\\W 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 0( for the use of\he surviving spouse is 3% [72 P.S. ~ 9916 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~ 9116 (a) (1.1) (ii)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable eVEln 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 irom a deceased child twenty-one years of age or younger at death to or far the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% (72 P.S. ~9116(a)(1.2n. The tax rate Imposed on the net value of transfers to or far the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~ 9116(1.2) [72 P.S. ~9116(a)(1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's Siblings is 12% (72 P.S. ~ 9116(a)(1.3)]. A sibling is defined, under Section 9102, 8$ an individual whO h0.s a\ least one parent in common with the decedent, whether by blood or adoption. 2W46461,OOO REV-1502EX" (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF Vathis, Paul FILE NUMBER 21-2002-1152 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. neilher being compelled 10 buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jolntly-owned with rlght of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 5101 Inverness, Mechanicsburg, PA joint as tenants in with decedent's surviving spouse, Barbara G. Vathis Total value $235,000 Per appraisal common VALUE AT DATE OF DEATH 117,500.00 2W46952.000 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of 1he same size) $ 117,500.00 Mark E. Hilbert & Associates 03-188M1 fileNo 03-188M1 SUMMARY APPRAISAL OF REAL ESTATE Summery Appraisal LOCATED AT: 5101 Inverness Drive MechanJcsburg, PA 17050 FOR: Elyse Rogers Esq. 415 Fallowfield Road, Suite301 Camp Hill, PA 17011 BORROWER: Paul Vathis Estate ASOF: December 10, 2002 I I I I I l BY: Mark E. Hilbert MARK E. HILBERT & ASSOCIATES 14 North Walnut Street, Mechanicsburg, PA 17055 717-7664968/717-795-9301 Fax "FORM RESIDENTIAL APPRAISAL REPOf; 03-188M1 Pro ert .D,,'.cr.'l'tio'_ FlI. No. Q3-188M1 P;o";'flvAddress 5101 Inverness 01i Citv Mec;hanicsburn _.<lre PA 7"'Code 17050 LeQa( Oescriruioo Recorded Cumberland Countv Court House COIlntv Cumberland Assessor's Parcel No Tax Year RETcues$ S (lcia/Assessments$. NfA Borrower Paul V this Estate CUlTent Owner Eslsle Occu ant: X """" tenant Vacant .. Pronertvrjrlhts:<lnrva(se<! I X I Fee Simn)e -n leasehold ProieclToroe ! PUD I Condominium HUDNAorn"\ - HOAS N/A IMo I N..w.l1bothood 01 Praiset Name Turnberrv Ma Reference Census Tract 103 Sale Price $ Estale DateofSaleNfA Descriplion and $ amount of loan cIlartleslooncessioos to be Oald bv seLIe; N/A lender/Cli6ll! EJ"se Rol'18rs E<:.n Address 415 Fallowfield Road Suite301 Garno Hill PA 17011 A alsat Mark E. Hilbert Address 14 North Walnut Street MechaniGsbur PA 17055 localicfo Uro," ~ !",~b" R"'" Predominant Single famllv housing PfSS&fIt land IIse % Land use change Builll.lp Over 75% X 25-75% UOder25% occupancy PRICE AGE Onefamily~ WNatliKelY C1UkelY $I\:lXl'J ()T') G'owthrate Rapid X Slable Slow ~ 0.",,, ~LOW~ 24 family ~ X In process Property ~<llues Increasing ~Stable Declining 'x 1enant 375 Hinh 55 ~~ To: Res'ldenliaJ Demand/supply Shortage ~ lnbiinE 0.._ F Va::a1l(lJ-5%) ~i:!it,*r,' PreOOmll'\al1t F:~~), CoromBfc)a) 2% MarketinCltime Unda 3 m::l$. X 3-0 mos Over 6 mos V'02,u(""..~'l\1 225 I 15 Vacant , 30% Note: Race and the racial composition of the neighborhood are not appraisal factOTs. Neighborhood boundaries and characteristics: Pronert" is located alol1a Inverness Drive in the develonment of Turnberrv, Hamnden Townshin . Cumberland Countv Pewnns"lvania, . . Factors that affect the marketability of the properties in the neighborhood (proximit~ to employment ami amenities, employment stability, appeal to malkel, etc,) . The sub'eet nronert\O has Dood access to area em....iovment and amenities. .. Market conditions In the subject neighborhood (inclUding wpport lor the above conclusions related to the trend of property values, demandJsupply, and marKeting time --suchas data on competitive properties {<It sale in Ihe neighborhood ,dascription of the prevelenca 01 sales and hnancingconcession s,ale.): Financino is readH" avallablefrom a variat" of sources and with imorolJin{l markets sellers are not r<>l1uired to offer sales Of financino retated concessions. . Prciec:t lnformatlon for PUDs (If applicable) - - Is the deveIOjll>>JbIJi\der in control of the Home Owners' Association (HOAi? DYES [K) NO Approximate totai number of units in the subi€.ct plojed NiA Approximate lata! number of units 10r sale in tne subject project N!A Describe common elements ilnd racreational facilities: NJA Oimensiot\5 179.66 x 1GB.53 X 179.10 x 56.47 Topography Sloninn 10 the Rear Si1earea 14,902.84 Sq. Ft. Comer-lot U Yes lK.I No Sir€. 0.342 Acres Specific zoning classification andJ?:iPtiof1 Residential Shape Rectannular Zonlflg campllane€. (Kllegal Legal I1(lnOO11~g (Gandlalhered l!Se) U !lffigai LJ No zoning Drainage Am'ears adenuate HiQhest & besl use as I ""'oved: X Presentuse Olheruse. {€.l;P!i11Il\ View Residential Utilities Publlc Other Off-site Improvements Type Public Private laml&:aping Good Eleclridty X 200 AMP Street Macadam X k DrivewaySurlace Macadam G" X Curb/gutter Concrete X i- Apparenteallements T~ca\-Uti\~,,- Water X Sidewalk Concrete X :- FEMASpeClai Flood Hazard/Jvea TIYes ~o Sanitary sewer X Slreetllghls Ye, X :- FEMA,Zone "C~ Map Date 2-15-78 Storm sewer X All~' None FEMA MaD No 420360-A Comments (apparent adverse easements, encroachments, spedai ass.essmet\ts, slloe meas, megal Of legal nonconforming zoning, use, €.Ie.): There are no annarent adverse easements encroachments, snecial assessmenls or zonino .that would have a neaative imnact on the value of the sub.ect nronertv sub.ect however to reservations easements conditions and rinhtof wa of record. GENERAL DESCRIPTION EXTERiOR DESCRIPTION FOUNDjl"T1ON BASEMENT (NSUlATION No.ofU[1jtz One Foundation Block 51'" No AreaSq.Ft 1860 - ~ No. 01 SloIies Two Exterior Walts BricK ! Vinvl OaWSpoce No %ffnlshed 60 Ceiling_X Type (DeUAtt.) Detached RcofSur1ace Comnosition Basement Full Ceiling Ceilino Tile Walls_X Design (St;'!I.!) Cane Cod Gullers& Dwnspts. Aluminum SIJIl'tl~F\oDr Drain Walls Drvwall FIOCK_X Existill9lPrcposed Existino WindowTytle ObI. Huna Dampness None noted Floor Carne1 None_ Age (Yrs.) 6 StctmlSQ"eens ThermalJ Yes Settlemant None nO\t:lQ OutsldaEntry Yes ~,- EffectiveAne Yrs,\ 1-2 Manufactured House No It'll€.e.te\!on None noted . ROOMS FO'fer lIvinn Dimnn "lid"" D<m FamilvRrn Rec, Rm, Bedrooms #6aths laund'" Other AreaSa.Ft Basement 1 Hobbv 1 1 Stora;"e 1,860 Levell 1 Grt. 1 1 1 3 2 1 1,860 . Levell Loft 196 . Finished area above radecontairls B Rooms. 3 Bedrooms.: 2 Baths. 2 056 S uara Feet of Gross livinrl Area INTERIOR Ma\erill\sJCondition HEATING KITCHEN EQUIP. A1TlC AMENITIES CAR STORAGE: F""" HIVIJ -Cnt. JGood Ty~e HotAAr Relriyerat<< X None Firepiace(s)#~ ~ No", D . Wans DrvwaJJ I Good F"" Gas Range/Oven X Stairs F Patio Concrele 12' Garage # cftar~ TrimIFinish Wood I Avn CondnjonA~ Disposal X Drop. Stair 'x Do'" LarQe Wood X AttatMd 2 Bath Floor Vili"\ I Good COOLING Oistlwasl\\lf X Sculile Porch Front 14 Detached Ceramic Tile IGood Central Gent/Air fanlHood X F FenceWQOd BathWainsc;ot Floor i- ~ Buill-In 0,", 6 Panel! Good 0\"" None Microwave X Heated F Pool Ix C"'"'" ConcitionAv~.- WasherlOrvef X Finished Jacuzzi Orivewa" 2 Addi~OI"la\1eatures (special energy efficient items, etc.): Greer! House. Condition of the improvements, depreciation (physical, functional, and external), repa!cs fI€.eOl.'d, Quality of construction remodeling/additions., ate No maior reoairs noted. No evideflce ofiunctjonal or external obsolescence, . Adverse environmet1tat com~ltions (such as, bul not limited to, ~a.zardous wastes, tOl;!e substanc;e~, etc.) present in t,h.e improvements, Q(1. the ~!\e, cr.\~~:e immediare '1icit\ily of 1he subject property: There are no Vlsrble or aooarent adverse environmental conditions that would ""'{latlVei" 1m act the value of the sut;iecl~':onert':.- fr.odiol.~f"rnro ~.~3 PAGE 1 OF2 f"'dueod..ino",""oidD;,,,,",,,"__...,I/l<I.2'Hl~_,""""_'._ Fo.,..oM""F<rIl1100>l6.9J 03-188M1 FileNo. 03-18BM1 Comments on Cost Appro~_,,,.ACh as, source o( cost estimate, site value, square fool calculation and for HUD, VA and FmHA, the estimated remaining economic life ofth6 pl"operty)" In the r roduction cost Df im rovemenls the Marshall & Swift Residential Cost Handbook as well as local contractors are referenced ". '!FORM RESIDENTIAL APPRAISAL REPOP""^" "$ 50000 Valuation S.,cli In ESTJMA.TEO ~'TEVALUE. ESTIMATED REPRODUCTION COST-NEW OF IMPROVEMENTS: Dwellin;l 2,056 Sq. Ft. @$~ = $ 127780 Bsmt1B6G Sq,Ft.@$~ 30,411 . FtP,Patio Deck Porch Jacuzzi Grn Ho 11 000 Ga'age!CapOrt ~ Sq Fl. @$~ 7,258 TofalEslimatedCoslNew =$ 176.449 L&Ss 50 Physical Functional External Est. Remaining Econ. life . OejredaOOri $7058 = $ 7058 Deprecialed Value of Improve men Is = $ 169391 "l6-is" \lalue of Site Improvements. = $ 4 500 INDlCAl'ED VALUE BY COST APPROACH. . = $ 223900 Estimated Rematnin ITEM SUBJECT COMPARABLE NO.1 COMPARABLE NO.2 5101 Inverness Drive 2484 Glime Drive 6221 Wallingford Way Mechanicsbur PA Mechaoicsbur PA Mechanicsbur PA ,~;gj.~fW.t: 5.5 Miles 0.5 Mites $ Estsate r'~ $ 227 000 (l $ $ 0.00 W $ 103.18 wY'1:t+~_~,;-',j~_" "'f $. 115.52111 InspectiOn C.P.M.l. C,P.M.L. Count Records A ent enl DESCRIPTION DESCRIPTION +i.)$....~1 DESCRIPTION DOM 224 DOM 11 Conventional Conventional 10-21-02 06-16-02 Suburban Suburban Fee Sim Ie Fee 8im Ie 0,22 Acres 0.25 Acres Residental Residental Ca Cod I Good: Ranch I Good Stone I Viol Vin I New -5 000 7 Yrs Good Above Avera e Economic lite is 30-35 ears. COMPARABLE NO.3 2461 Lobach Drive Mechanicsbur . PA 5.5 Miles 169 000 ~;" ))~;i $ $fP~i:~>f,'Hk $ 113.07 (Z) C.P.M.L. Aent DESCRIPTION OOM1 Conventional 10-16-02 Suburban Fee Sim Ie 0.24 Acres Residental Ca e Cod I Good: Stone I Vinl New +5 000 Good Adctess Proximi toSu eet Sales Price PriceK?:ross Uv. Area Dataandlcr Verificatiot1SourC!>s 231900 VALLE /lDJUSTh-ENTS t.$A,flnlen\ t(-)$Ad'''lment Sales or Finandng ConcesSions DateofSalefTime locatiOl1 -" Site ~'" Desi nandA eal d"""""'" -5000 Condition P-.bo'leGralle Room Count GrosslM Area Basemenl & Finished Rooms Below Q-ade FuncllonalUtili Heatin ICooli Eliitief1lltems Gar elC Porch,Patia,Oeck, Fire laces , ete Fence,Pool,ete ToIOl'a.......' e.IM 8: 3: 2.00 2.,056 S _Ft. Full F.R1Hob/B.R.l6at Avera e Hot Air ClAir Avera e 2. Car Gara e Por<;h,Patlo,Deck Fire laces Fence,Jacuzzi G' TOIoI'Ildr...' "... TiUI'~' Ilolh, 6: 3: 2.00' 1463 S Ff TO\.III'Iidrm.' ..... 6' 3: 2.00' 2200$.Fl 8' 4: 2.00' 2051 S .Fl -2,500 -3600 +14 600 Full Unfinished Avera e Hot Air-ClAir Avera e 2 Car Gare e Porch! Patio None None None X . Fun +12 000 Unfinished Avera e Hot Air-ClAir Avera e 2 Car Gara e -1-2,000 Porch I Deck -1-3 000 Fir lace -1-3 500 Jacuzzi -1-5 000 None 45300 X +12000 +12 ODD . +4,000 +1,000 +1000 +5,000 11500 $ 243400 NeIM. total Adjusted Sa\e$ Price of Co arab~ Comments Qr1 Sales Compmison (including Ihe subject property's eompafibility to the neighborhood, etc. )" $ 214,300 See Attached. ITEM SUBJECT COMPARABLE NO. j COMPARABLE NO. 2 COMPARABLE NO. J Dale, Price and Data None None None None Sou-cefarxb"saIes N/A N/A N/A N/A within 11"01 <lisaI Owner's Deed CP.M.l./Court House C.P.M.L/Court House C.P.M.L1Court House Analysis of any current agreemenf of sale, option, or listing of the subject pl"Operty and analysis of any pi:f salesofsubjecl and rompmJes lWhin OI1e yea- of!tte date ofaw;aisal: NIA .,$ 235000 NJA /M::I.xGxlssRelllMu N/A =$ N/A X "as is" wbjed.totherepars.aItactions,hspectionscrronditionsbfedbeklw ~ectto~bP8p\;:1l1sa.'ldspedOCaOOns" raiser assumes a marketable title and thai e ui ment associated with the im rovement is in wcrkin order. Final Reoonciliation: The market a roach reinforced b the cost a roach is a ood indicator of fair market value. The fact that the seller is or IS not a in an ortion of the closin costs has no effect on this a raisa\. DATE OF DEATH DECEMBER 10 2002 The purpose of this appraisal is 10 e-stimale the market value oflho real property thai isthewbjec!ofthisrepOft,basedol\ttl~atIo'lecondilionsandlhecertificalion,con!ingent and limiting conditions, and ffia'kat lialue defulitiOllIhat il'astated f1lhe attacned Fredcie MaeForm 4391fannie Mae Form 10048 (Rll'Ased 6/93 ) J (WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAl. PROPERTY THAT IS THE SUSJECTOFrnlSREPORT,AS OF December 10 Z002 (WHlCHISTHEDATEOFINSPE ONA THE FECTIVEDATEOFTHlSREPQRT)TOBE$ 235000 APPRAISER: SUPERVISORY APPRAISER (ONI. Y IF REQUIRED): 5i lure. Siqnafure Name Mark E. I 6rt Name Date Reoort Si!lned April 3, 2003 Date Re Si ned Slate Certification # Rl-000388-l Slale PA Slate Certification # OrStaleUcense# RB-029755-A Slate PA Or S\a\elicense # Froddi.I/.acF<rn11'l ~m PAGE20F2 f'o"'"""'4.......P_Oig.IoJSOki""'._.,!IlIO_V4.am......._".,.."...." IXlOid OOidNot Inspect Property Stale Stale f......M..ftmllOO46-!l3 Mark E. Hilbert and Assoc. ADDENDUM ~- Borrower: Paul Valhis Estate Property Address: 5101 Inverness Drive City: Mechanicsbur~ Lender: Elyse Rogers Esq File. ,,0.: 03-188M1 Case No.: 03-188M1 State: PA Zip: 17050 Comments on Sales Comparison The property's heating, plumbing and electrical systems appear to be functioning properly to the best of the appraiser's knowledge and expertise. j am unable to verify the insulation "R" factor. The presence of UREA-FORMALDEHYDE FOAM INSULATION CQuld not be determined. If UFFI is present, the appraised market value may be adversely affected or voided. Any information about insulation stated on the appraisal was provided by inspection, owner or agent and is assumed to be accurate. The appraiser in not aware of the existence of Radon Gas and/or Radon Daughters and does not have the necessary equipment to test for presence of same. If a future test shows unacceptable levels of Radon present, the appraised market value may be adversely effected or voided. Please be advised that in the market data analysis grid, bathrooms are adjusted for on the first line and gross living area/room count are adjusted together as a single adjustment on the second line. It is noted that comparable No(s) 1-3 is/are located more than: ( ) one mile for urban location. (X) three miles for suburban location. ( ) five miles for rural location from the subject. These comparables were selected after a through search of the area. They are located in a neighborhood similar to the subject. and are considered to be the best comparable sales available. The vacant land in the area is changing to single family and does not have a negative effect on the value. It is noted the net adjustment for comparable Noes) 2 exceeds 15%. This adjustment is larger than normal, but the comparables chosen are constdered to be the best available. Other comparables analyzed would have required less desirable adjustments and were not used for that reason. 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I~,... :~~:.~. ~" ... >;;',.,. ~:(:,:~ ; ~ "~I ~ :'" '; :'I)lld;!u[ ('"~Ifl' 1,'1:, 1'''~)/r''l{;';ll'l)J>-''~~L/'';',)!P\''):I-D'I,\..)r.i('' :' '.J.:"" ' ... \':";1.1, Y)", '1'",".",1.'( "~" \"" \" 1.111'1' Pr.!ANUil~ 'i"'.\!Bkj;."I l~ \1 " I;"",) 1 \ '-'" "J,W"" , " ," """"..\" ,!~"J ><..J.",,14I'jO&TIi:WiIJ,'fru!l:st!\lJIH f""" .,\"'1',,, ,J.." ,"'''''' ,.'1,: .....';'.. ",.".. 'f'''''''Mb~)'''"~''B,,,,,,\:L R"S"') ")"'1' I/"':"'Ij'f" ~,'l" '.-. '. " Ijl'...'wy1lU'iiU.lu,....u.'1A/"'J~.' "";"'1' . ~",:i~vtmnl~Jll~~!lfr~fil""uill-I/.\li~lonbl mII1!:"'r"r~~' \.)~q t~"- ;'!:lj"\ )l" l~'11 ~~";'" )'(.\ ~)l ~ i "':1.,1.~:~\ ..:\~.,,~,!r'! '.:~~:~~" ::,~,?,.; . :~'~~'~l;/!,;.)~~~l':~f/-~ ,,,t>t:. :r;J:~);{i'.: :: '~,;~.\~.~ '<::'~'.. ;:,t~/~I': (_::,. ':'~'~) :' {'.~~:::l ~"..~(',I .,- '.; ",'1';' .~. ".,' .. '" ,:';"!. '"; , ,;y .. CONFIRMATION OF COVERAGE This binder is a temporary insurance contract, subject to the condilions and exclusIons of the issuing policy. NAME AAO ADDRESS OF AGENCY BINDER NO. 202254 USI Colburn Insurance Service COMPANY One Internalional Plaza CNA Sulle.400 Philadelphia PA 19113 EFFECTIVE May 1,2002 12:01 a.m. .~.;.~. f.XPIRE5 May 1. 200312:01 a.m. NAME ANDMAIUNG AODRESS OF INSURED ATTACHMENTS 10 ISSUING POlICY Mark E. Hilbert & Associates 14 North Walnut Street Mecheniooburg, PA 17055 . TYPS OF COV!:AA\3E ReallorB ErrorB I> Omissions Insuranca UMJTS OF UABIUTY $500,000 Each Glalm I $500,000 Annual Aggregata . OlmUC:TlatE $2500 9A[)~r- BIGNAiURE OF AUTHORIZED REPRE~ENTATIVE April 1.6. 2002 DATE __.... .~."'_...... n....rcnl. rMVIU,",UU.t:NUUM Borrower: Paul Vathis Estate Property AdQress: 5101 Inverness Dr; City: Mechanicsbur.q lender: Else Roners Earl State: PA 1 File No.. Casef 03-188M1 ~-188M1 Zip; 17050 COMPARABLE SALE #1 2484 Glime Drive Mechanicsburg, PA Sale Date: 10-21-02 Sale Price: $ 227,000 COMPARABLE SALE #2 6221 Wallingford Way Mechanicsburg, PA Sale Date: 08~16-02 Sale Price: $ 169,000 COMPARABLE SALE #3 2461 Lobach Drive Mechanicsburg, PA Sale Date: 10-16-02 Sale Price: $ 231,900 ------.. ....... ....". I rnvlu....l.Jut:NUUM Borrower: Paul Vathis Estate FileNo.: 03-188M1 Property AddrQSs: 5:1.01 (rwerness O' Cas.e' '3-188M1 Q!:f. MechanicsburQ State: PA Zip: 17050 lender: Elvse Roners ESfl FRONT VIEW OF SUBJECT PROPERTY Appraised Date: December 10, 2002 Appraised Value: $ REAR VIEW OF SUBJECT PROPERTY STREET SCENE Borrower: Paul Vathis Estate FileNo.: 03-188M1 property Address: 51(11 Inverness Dri' Case ,..' 'l-186Ml City: MechamcsburQ State: PA Zip: 17050 lender: ElYse RQflers E~ ,= .~ ~ .~ "'" "'" ~ ~ ~ I I I I I l___ Borrower: Paul Valhis Estate Property Address: 51011nverness Dr' City: Mechanjcsbl.HQ Lender: EI se Roaers Esa State: PA 'r;:'~'1~1j;;:.\I*;" I , \\\:~ ~~""" -.' . ''.-h ~ j '\1' .i " '1 .\\)~ " i'" File No.: Case t 03~188M1 1-188M1 ZIP: 17050 .~~ l"PM, ",7 ," ~,. '-- RNr".E " I- I I ! I I {"<'\\ r\C1(~ 1- I \ ,;\tWO' ~,r'O.A srI ("U' ~ / "' I~-" I """" ~ ~ ,,,". ,< ~ !OEDROnM ;1 ~ I\F{)~n{)M ~" ?~~ ~ ~1.lW'WnM -t- 1- l' ~ ! ^ Z_ 1- . ."..'~ I ",'",,-' ~'-'- 10_" .. FeDOR P ..-"..''''<'<7 LAN " ~ ;~~~ ~~....; , , ~.~ _l ;;~~ ~; I " , ~t~ ~~ , _"".......00<" """"''''-''''',~-O'''' I~ 1- L I l I I I ", L I ~ s '- I --, / I A I " I I I I I I I I I I \ I 1 I " I I ~ 1 I L 1 I I \ e:==- >, , " "I " II I t!:--.::~.:=.=--= lOFT P - O(;"-~II.~,<," LAN MUL TI.PURPOSE SUPPLEMENTAL ADDENDUM FOR FEDERALLY RELATED TRANSACTIONS (, =:A) 03-188M1 03-188MI BorrowerJCllenl Paul Vathis Estate ProoerlYAddress 51011nvemess Drive City Mechanicsburq County Cumberland lender Elyse ROQefS Eso This Multi-Purpose Supplemental Addendum .for Federally Related Transactions was designed to provide the appraiser with a COIl- venient way to comply with the current appraisal standards and requirements of the Federal Deposit Insurance Corporatlon (FDlC), the Office oftne Comptroller of Currency (OCe), The Office ofThrift Supervision (OTS), the Resolution Trust Corporatiorl (RTC) and the Federal Reserve. S~ale PA Zip Code 17050 This Multl.Purpose Supplemental Addendum is tor Uto9 with any appraisal. Only those statements whi~h have been cheCked by the appraiser apply to the property being appraised. W The appraisal is nasel! 011 the information gattHHed by tile appraiser irom pubfic records, olllar identified sources, inspll-clion 01 tha subject property and neigllcorl'lOod, and selection of comparable sales within the subject market areiL The original s.ource oi Ihe com- parables is shown in the Date SourCe section of lhe market grid along With Ihe source 01 confirmatIon, If avaiiable, The orlg(nal source 1s presented first. The source.s arid data are considered reliable, Wherl conWcll"g information was provided, lha source deemed most fellable has been used. Data believed to be umellable was not included in the report nor used as a baSIS for tlla value concluslGl1 W The Reproduction Cosl is balOed on Marshall 8. SWift Residential Cost Handbook/Local Contractors. supplemerlted by the appraiser'skno1/jledge 01 the local market [K] Physical depreciillion is based on lhe estimaled eileclive age 01 the subjecl property, functional and/or external depreciation, if llfeJ;ent, 15 speciflca]!y addressed in the appralsalrepoll or olher addenda, In llstlmallng Ule sIte value, the appraiser has relied on personal knowledge of the local market This kMw(edge is based on prlorandlor current analysis of site salas and/or ablOlraclion olsile value\'. {rem salas 01 Improved properties. W Tl'Ie sllbject property is located in an area of primarily owner-occupied singh~ family residences and the Income Approach is not consi- dered tcbe meaningful. For thIS reason, lhe Jncome ApprOilc\1 was not used D Tile Estimated Markel Rent and Gross Rent Multiplier utHiz.ed in the income Approach are based on the appraiser's knowledge of tile subject market area. The rentai knowledge IS based on prior and/or current rental rale surveys of residential praperhes. The Gross Rei'll Multlpiier IS based on pliw alldlor currenl analysIs ofpncesand marketratlls lor Jesidenllalproperlies. DForincomeproducing properlies, actual rents, vacancies and expense.sllavebeenreporled and analyzed. They have been Ilsed to pTO- Jectfuturerents.vacancl6sandexpanslls II SUBJECT PROPERTY OFFERING INFORMATION Acoordl(1glo Owner Ihesublectproperty ~ has notl>een offered for sale In thepasl _ monlhsor ~ years Is cllrrentlyofferer;florsaJefor $ was offered for salewllhlll the p.ast _ months or _ yaars Offenflg mtcrma\lOn Willi considered Illlhe final reconciliation of vallle OlfeTlnglnlormallOn Willi not considered In the linal reconcIliatIon 01 value Of/ermg mformatlon Was not available, The reasons tor unavadablllly and the lOt6pS taken by the appraiser are explall'led later \n this addendum. II SALES HISTORY OF SUBJECT PROPERTY ACCording to Deed [3 has n. ottranSferredinthepast._ months or L- years hilstranllrerredk\tltllpast_montnsor~years. AllpclOrsaleswh\chhaveoccurredlnthepasl_ mOIl.t!t;;or _ years are listed below and reoondied to tile a raistldvalll&,eilherinthebod ofthereortorinlheaddeooil. Date Sales PrIce Document # Seller Buy,,"" the subject property; II FEMA FLOOD HAZARD DATA r::x:J Subject property Is not located in a FEMA ~pecial flood Hazard Area OSub"eCr ro e is focaled In a FEMAS eClat Flood Hazard Area. Zone FEMA Ma IPiI(lell: Mil Oilte NilIme of Communit "C" 420360-A 2-15-18 Hampden Township The communlly does nol participate in lhe Nationai Flood Insurance Program. X The communiiy does partlcipille in lhe National Flood Insurance Program" ltiscovefl.ldvyarltgularprcgram, lliscovoredbyanemerQ6nc rogratn. FW-IOI,! !'Of"''' & Worms 10"., 315 WhllO"y Av". N...,., H~v"n, CT ClElS11 All Right$ R..""rv..d o_..ts!I< Illl<_,~,"",,,,,,,,,,",,,.......cID'_R.op;dForm'''Y......{aooI23HItl Q3-18BM1 03-1BBM1 II CURRENT S S CONTRACT WThe subject property is curn....tly not under contract. DThecontraclanlllcre'i>CfOWinslructionswerllllotavaflablll(orrIlvillw.1he unavailability of the contract iseY-lllained later rn t'ne addenda section. OTne contracl and/or escrow instructions Wllf" re",iewed. The following summarizes the contract Contract Dale Amendment Dale Contraet Price Seller 8Tl\e CO!"l\r~cl indicated that personal property was nOllncluded in 11111 sale Tne contract Indicated that personal propelty VHH!i included. It consisted of Estimate.d COfllfibulory value is $ DPerson31 property was not Included in the final value estim. ate. Dpelsonal property was lncluded In the final value est1mate 8The contracl indicated no financing concessions or O,iher incenlives The conlract mdlcated the following concessions or incentives Olf concessions or incentivlls exist, the comparables Welll_ chee\l.ed lor similar concessions and appropriate adjustments were made, if apphcable, so thai the IlI1al value cOnclUsion is in compliance wIth the Mar\l:etV..lue defined herein. II MARKET OVERVIEW Inc\u(I( ~n oplanallOJl 01 curr~nl mJrkct tond \1<'>01'" 'lOll trend', StX months IS conSIdered a reasonable marketing penod lor thll subject properly based on multl,llstlOQ servIce data. (1) The Appralsercerlifies and agreestilat: Their analyse\;, opinions and conclusions were developed, and tills fsport was prepared, in conformity with the Uniform Stand.nds 01 Profeuional Apprah;B.i Plac.\\ce ("US PAP'), and in accordance with the fe'ijula\ions developed by the L.ender's Federal Regulatory Agency as required by flRREA, excepi Ihat the Departure Provisiol1s of Ihe USPAP do not apply Thelf compel'tSat\on is not contingent upon Ihe reporting of predetermined value or direction in value that favors the callse ollne client the amount of Ihe vaiue estimate, Ihe all8inmenl of a stipulated l(!;Sull, or the occurrence of a subsequentevenl. Tllis appraisal ass'lgnment was not baSlld on Ille requested minimum valuation, 8 specific valuation, or the approval of a loan. (2) (3) ADDITIONAL (ENVIRONMENTAL) LIMITING CONDITIONS The value estlmaterl is based on the assumption that the property is not negatively aflected by the existence of hazardous sllbstallcesor detrime[ltat efl'llronmenlal conditions unless olherwise slated in thlsrllport. The appraisar is not an expert In the idarltiflcEltioll 01 hazardous substarlces or dlltJimental envirO(lmental conditions. The ap\Haiser'srou1ine inspection of and inquiries about the subject properly did not develop any information thai indicated any apparent slgnifican\ hazanlo\!s subslances or detrimental erwirol'lmenlal conditions which WG\lld aHer.1 Ihe properly negatively unless otherwise staled in 1hls report. It is possible Ihatlests and inspectioM made by a qualified hazardous substance and environmental experl would fe~eal the ellistence ot hazardous substances or detdmental environmenlal cOl1dttiofts Oft or aro\lnd the property Ihal would negatively affect its-value. . ADDITIONAL COMMENTS Effect\~e Date December 10, 2002 Dale Prepared April 3, 2D03 Phone # ( 717 \ 766-4968 Certification 1/ RL--0003BB-L Tax 10 # 23-2391423 . CO-SIGNING APPRAISER'S CERTIFICATION []The co-sigoil19 appraiser has personally Inspected the subiect property, bo\11 insIde and out, and has made an exterior inspectlon 01 all comparable sales listed mthereporl, The report was prepared by the appralsfll underdlrecl SUp6rV!S;On of the co-slgrl.illgappraiser. The co-signing aI>PI~\\;llf a~cepls responsibility for Ihe contento; of the report Including tile value conclusions arid the limi\ing cond"!- lions,llnd conlifmsthat1he cerlificalions apply fully to the co-signil1gOlppraiser ~The co-signing appfai\;el tlilli not personally lnlipected the interior of the subject property and: has not in5pected the exterior of the subject propefty ami all Gomparable sales listed in the report, has inspected the exterior of the subjectprcperty and aii comparable sales lisled in the report. The report was prepared by the appraiser under direcl supervision of the co. signing appraiser. The co-signing appraiser accepts responsibility for the conteJ;\ts of the report, including the value conclUSIons and the limIting conditions, and confirms that the certifications apply fully 10 the co-signing appraiser wilh the exception of Ihe certific;l.tion regalding physical inspections. The above describes a level of inspection performetl by the co-signing appraiser DThe co-signing appraiser'sle_velclinspection,lnvolvemen lln the appraisal process i!.l\tl certificalion are covered elsewhere in the addenda section of this apprals<ll EI CO-SIGNING APPRAISER'S SIGNATURE & LICENSE/CERTIFICATION Appraiser's Signature DTra'lnee Appra'lser's Name (print) Slate DUcense 0 Cerlifiecd Residenlial D Certification # DRevtew 'SO DOther FW-10M ~_\!W1 Forms &- Wouns Inc.. 315 Whitney Ave. New Heven, CT 06511 All RIghts 1\....,...-e6 TIJQ___..",.,......"'.ACID..."""'""'R....f',.II"'~'''''''(''''''ll~.am BOiTOW", Paul VCilhis Estate f'roperlyMOress 51Q11nverness Od. City MechanlCsbufQ lender Elvse ROrlers Esn. File ~188M1 Gountv Cumberland Stale PA 2ipCode 17050 APPRAISAL AND REPORT IDENT/FICA TION This appraisal con/orms 10 2.!l!t of the following definitions CK] Complete Appraisal o UmiledAppraisal (The act or proees$ of estimating value, or an opinion 0\ value, performed wi~hout invoking lhe Departure RUle.) (The act or proces$ of e-s\imaling v;'llue, or an opinion of value, performedundel and resulting Irominvoking (he Departure Rule.) lhistepor! is QD&. of the foJlowing types: o Self Contained (A written report prepareD under Standards Rule 2-2(a) of a Complete or limited Appraisal performed under STANDARD 1.) @ Summary o Restricted (A written report prepared unoel Standards Rule 2-2(b) of a Complete or Limited Appraisal performed under STANDARD 1,j (A written report prepared under Standards Rule 2,2(c)01 a Complete Of limited Appraisal performed under STANDARD 1 for c:!ientuse only,) Comments on Standards Role 2-3 I cerlify that, to the besl oi my knowiedge and belief: . The slatements of fact containeo in this report are Irue ancl correct. . The reported anal)'ses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions, and ere my personal, impartial, and unDlased professional analyses, opinions ilnrl ccnclusions . I hal/e no present or prospective interesl in the propertytha\ islhe subject oflhls reporl, and no parsonalintl;lllsl with respect to the parties involved .lhavenoblaswithI6specltolheproperlylhatisthesubj@ctoflhisreportorlheparliesinvolvedwithlhisassignment. . My engagement In this assignment was not contingent upon developing or reporting predetermined lesulls. . My compensation lar completing this assignment is not contin96f\t upon \he development or reporling of e predetermined I/slue or clireclion in value thai favors Ihe ctluseolthe chent, the amounl oflhe value opinion, theattainmenlotastipulaterlresull,ortl1eocclJrrenCl>Qlssubsequenl event directlyrBlated 10 the mter.derl use oflhis appraisal . My analyses, opinions and conclusions were developed and this I~por\ has been prepllred, in conformity with the Unlform Slandarcls 01 Prolessional Appraisal Plactice . I [Rjhave 0 hal/enot maoE1a personalinsp6ctionof the properly thatisthesubj"ctolthisraport. Comments on Appraisal and Report Identification Nole any departures from Standards Rilles 1-2, 1-3, 1 A, plus any USPAP-related issues requiring disclosure: APPRAISER: _ J~/ _ /- Si9",ill<'~ Name: Mark . HI! ~rt Date Signed: April 3 2003 State Certification U: RL~OOO3BB-L ex State license #: RB~029755~A Stale:PA Expiration Date of Cerlification 0: license: 6-30-2003 SUPERVISORY APPRAiSER (only If required): Signature: Name: Date Signed: StateCertilication#: aStale license #: State:PA E:<pil"atioo Date ot Catiiicalion ex- License: 00 Did o DidNollnspactPrape..-ty USPAP'",,"'f><,>"""(Rev!ll9S1 1011 Pr""-o--....."'.09\>I~_'_.,IIOO.Z3<..I2I""".~_m..'''''' 03-188M1 FileNo Q3-188M1 DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market under aJl conditions requisite to a fair sale, the buyer and seller, each acting prudentlY, knowledgeably and assuming the price is not affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of tille from seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised, and each acting in what he considers his own best interest; (3} a reasonable time is allowed for exposure in the open market; (4) payment is made in terms of cash in U.S. dollars or in terms at tinancial arrangements comparable thereto; and (5) the price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions' granted by anyone associated with the sale "Adjustmenis to the comparables must be made fOf special or creaUVe financing or sales. Conces.sions No adjustments are necess.ary for those costs which are normally paid by sellers as a resuit of tradition or law in a market area; lhese costs are readily identifiable since the seller pays th.ese costs in virtually all sales transactions. Special or creaH'Ie financing adjustments can be made to the comparable property by comparisons to financing terms offered by a third party institutional lender that is no! already involved in the property or transaction. Any adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession but the dollar amount of any adjustment should approximate the markers reaction 10 the financing or concessions based on the Appraiser's judgment. STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal repert is subject 10 the following conditions: ,. The appraiser will not be responsible for matters of a legal nature that affect either the property being appraised or tne title to it. The appraiser assumes that the title is good and marketable and, therefcre, w\ll oat render any opinions about the title. The properly Is appraised on the basis of it being under responsible ownership. 2. The appraiser has provided a SKetch in the appraisal report to show approximate dimensions of the improvements and the sketch is included only to assist the reader of the report in visualizil'lg the property and understanding the appraiser's determination of its size. 3. The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data sources} and has noted in the appraisal report whether the subject site is located in an identified Special Flood Hazard Area. BecaUse the appraiser is nol a surveyor, he or she makes no guarantees, express or implied, regarding this determmation 4. The appraiser wili not give testimony or appear in court becallse he or she made an appraisal of the property in ques!'lon, unless speCific arrangemenls 10 do so have been made beforehand. 5. The appraiser has estimated the value of the land in the cost approClch at lis highest and best use and the improvements at their contributory value. These separate valuations of the land and improvements must not be used in conjunction with any other appraisai and are invalid if they are so used, 6. The appraiser has noled in the appraisal report any adverse conditions (such as, needed repairs, depreciation, the presence of hazardous wastes, toxic subslances, etc. ) obser'led during the inspection of the subject property or that he or she became aware of -:luring the normal research involved in performing the appraisal. Unless otherwise stated in the appraisai report, the appraiser has no knowledge of any hidden or unapparent conditions of the property or adverse en'lironmental conditions (including the presence of hazardous wastes, toxic substances, etc. ) that would make the property more or less valuable, and has assumed that there are no such conditions and makes no guarantees or warranties, express or implied, regarding the condition of the property. The appraiser wlll not be responsible for any such conditions that do exist or for any engineering or testing lhat might be required to discover whether such conditions exist. Because the appraiser is not an expert in the field of environmental hazards, the appraisal report must not be considered as an environmental assessmenl of the property. 7. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report from sources that he or she considers to be reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of such itemsthatwerefurnishedbyotherparUes, B. The appraiser will not disclose the contenls of the appraisal report except as provided for in the Uniform Standards of Professional AppralsalPractice. 9_ The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satisfactory completion, repairs, or alterations on the assumption that completion of the improvemenls will be performed in a workmanlike manner. 10. The appraiser must provide his or her prior written consent before the lender/client specified in the appraisal report can distribute the appraisal reporl (including conclusions about the property value, the appraiser's identity and prOfessional designations, and references to any professiona! appraisal organizations or the firm with which the appraiser is associated) to anyone other than the bOHower; the mortgagee or its successors and assigns; the mortgage insurer; consultants; profeSSional appraisal organizations; any state or federa!ly approved financial Institution; or any department, agency, or instrumentality of the United States or any state or the District of Columbia; 8xceptlhat the lender/cUent may distribute the property description section of the report only to data coliection or reporting service(s) without having to obtain the appraiser's prior written consent. The appraiser's written consent and approval must also be obtained before the appraisal can be conveyed by anyone to the public ttlfollgh adverlising, public reiations, news, sales, or other media, Freddie Mac Form 439 6-93 Page 1 of2 Fannie Mae Form 10048 6-93 03-188M1 FileNo 03-188M1 APPRAISERS CERTIFICATION: The Appraiser cerUlies and agrees that" 1. I have researched the subiect mark.et area and have selected a minimum ot three recent sales at properties mas! slmUar and proximate to the subject property for consideratiOn in the sales comparison analysis and have made a dollar adjustment when appropriate to reflect the market reaction to those items of significant variation. Jf a significant item in a comparable property is superior to , or more favorable than, the suhject properly, I have made a negative adjustment to reduce the adjusted sales price of the comparable and, if a significant item in a comparable property is inferior to, or less favorable lhan the subject property, I have made a pOsitive adjustment to increase the adjusted sales price of the comparable 2. 1 have taken into consideration the factors that have an impact on value in my development 01 the estimate of market value in the appraisal report. I have not knowingly withheld any significant information fram the appraisal report and I beiieve, to the hest of my Knowledge, that ail statements and information in the appraisai report are true and correct 3, 1 stated in the appraisal report onJy my own personal, unbiased, and professionai analysis, opinions, and conclusions, which are subject only to the contingent and limiting conditions specified in this form. 4. J have no present or prospecHve Interest in the property that is the subject to this report, and I have no present or prospective persona! interest or bias with respect to the participants in the transaction. j did not base, either partiaUy or completely, my analysis and/or the estimate of market vaJue in the appraisal report on the race, color, religion, sex, handicap, familial status, or nationai origin of either the prospective owners or occupants of the subject property or of the presenl owners or occupants of the properties in the vicinity of the subject property. 5. l have no present or contemplated future inter~st in the SUbject property, and neither my current or future employment nor my compensation for performing this appraisal is contingent on the appraised value of the property. 6. I was not required to report a predetermined value or direction in value that favors the cause of the ciient or any related party, the amount of the value estimate, the attainment of a specific result, or the occurrence of a subsequent event in order to receive my compensation and/or employment for performing the appraisal. I did not base the appraisal report on a requested minimum vaiuatlon, a spedfic valuallon, or the need to approve a specific mortgage loan. 7, I perfcrmed this appraisal in conformity with the Uniform Standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were In place as of the effective date of thls appraisal, with the exception of the departure provision of those Standards, Which does not apply. 1 acknowJedge that an estimate of a reasonable time for exposure in the open markel is a condition in the definition of market value and the estimate I deveioperl is consistent with the marketing time noted in the neighborhood section of this report, unless I have otherwise staled in the reconcUiatiofl section. B. I have personally inspected the interior and exterior areas of the subject property and the exterior of aJl properties listed as comparables in the appraisal report. I further certify that I have noted any apparent or known adverse conditions in the subject improvements, on the subject site, or on any site within the Immediate vlcinity of the subject property of which i am aware and have made adjustments for these adverse condiIJons in my analysis of the property value to the extent that I had market evidence to supporl them. I have also commented about the effect of the adverse conditions on the markelabmty of the subject property. 9" I personally prepared all conclusions and opinions about the real eslate that were set forth in the appraisal report. If J relied on significant professional assistance from any individual or individualS in the performance of the appraisal or the preparation of the appraisal reporl. i have named such individual(s) and disclosed the speCific tasks performed by them In Ihe reconciliation section of thIs appraisal repor!. J certify that any individual so named is quaUfied to perform the tasks. I have not authorized anyone to maKe a change 10 any ilem in the report; tMrefore, if an unaulhorized change is made to the appraisal report, I wlll take no responsibUity for It. SUPERVISORY APPRA1SER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certifies aoa agrees thaI: ) directly supervise the appraiser who prepared the appraisal report, have reviewed the appraisal report, agree with the statements and conclusions of the appraiser, agree to he bound by the appraiser's certifications numbered 4 through 7 above, and am taking fulJ responsibmty for the appraisal and the appraisal report. ADDRESS OF PROPERTY APPRAISED: 5101 Inverness Drive, MechanicsburQ PA 17050 APPRAISER: Sig",l~, fg~~ Name: Mar . iI ert Date S'lgned: April 3, 2003 State Certification it RL-0003B8~L or State license #: RB-029755-A State: PA Expiration Date of Certification or license: 6-30-2003 SUPERVISORY APPRAISER (only if required) Signature: Name: Date Signed: State Certlfica.tion #: or State License#: Slate. Expiration Date of Certification or License: [iJ Did 0 Did Not Inspect Property MARK E. HILBERT & ASSOCIATES Freddie Mac Form 439 6-93 Page 2of2 Fannie Mae Form 10048 6-Sa a .IFICATIONS OF APPRAISER Marl\ E. Hilbert, CR\'ilA. ICA, GR! Broiler ApprBlser Education: Red Blst.llt.e Pann>>ylvanis. 'l'itltil Immranol!l, llatr!gbury Rea.! Bstl!lte Theory and l'raatit1@1 Real Edt'll!:!! Law Rul Bat.ata Mat.h Real Estate Appraiaal I Ileal lIi1Jl:atlll. Advtlntjed Appraisal Stand.rds of pXOfed$ionsl praatio9 - ~art A Standards of Profa..ional P~a~~ioQ - Part B Markst Extraations f'annill Mae navitl" S8l1l1.nar ""-, 'u_, Professional MsmberGhlpu and\ Desluna1.iDns: Battier Member _ InhrnaUonEll^OI:g!l.uhaHOl1 of }teal lillt:al:1!!I Appr:e.h'l!l'II JUnedo!l1l 7rllternlty of RIIIl~ Bstate Appniserl! tzndull\:l!l Rn1 htate Inll'l:.ltt\te C.ndidatg Apprllillal Institute HllJ:"dlilburg' gond of Renlton Pennsylvania Board of Kealturs P8JD19ylvauia AlI!IooiaHon of Realtor. national A'I!IlImliatlon ...f l\:e!l11:;on hnnllylll'eni'l1 etate cl!.:ttifio!ltion N~r - RL.UUlJ388L ExpsJhmlJ9: C.M. bBblilllsr Real BlItah Ina. Ma~uh 1971 to April 1976 Stuard Derriok Real &st.tw Jno. April 1976 to aurob9r 1981 nB/MAX n.a~~ Asaoaiates lJutobar 1!1Bl to !ehnll'u.y 1!1~6 Mark E. :Hilblllrt: r. AISIl'O:tli..t:etl l!'l!Ib~e::ty 1986 Real E.t.t. L1eane.: March 1971 Assoel.te Broker: April 1976 AppraisIng .olnee 1979 Appralsa' Experlenee: J\pp:t'R.iae.l~ forI firllt tnortgnge, lI'eCllJnd 'JtIOt"tg.. tnnllfe.:u/r81otJllt.:l.tml!l, slngle family, tlonda. e. equity lae.ne. I!!mploy61!1 tfunib.r=1lU>d, Yo,,-k. Vompbln e.tl'd Perry Coun'cie9'. Completed A..lgnm.nt. lor: BBllkIf. llavings and. LlJ!lns. Mort.e.e n k D rQ lU;'Q. Ile.looal;lon Companies. 'rt:'Unb eIJartltl.lmtll and Attorneyg" C1~ent Lle~ _vai~~l.'upon ~~qu~Bb. - ,'~'.,. REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Vathis, Paul FILE NUMBER 21-2002-1152 All property jointly-owned with right of sUlVlvorshlp must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. American Century #022-001638860 Per statement VALUE AT DATE OF DEATH 33,904.24 2 1368 certificate shares and 1347.619 plan shares of Colgate palmolive Company owned as tenants in common with decedent's surviving spouse, Barbara G. Vathis Plan shares per statement - per share value is correct per internet Total shares 2,715.619 72,900.79 3 1200 certificate shares and 5.628 plan shares of Intel Corporation owned as tenants in common with decedent's surviving spouse, Barbara G. Vathis Value per share per internet Total shares 1205.628 10,916.96 4 92 certificate shares and 99.863 plan share as of 9/20/02 of International Business Machines owned as tenants in common with decedent's survivings spouse, Barbara G. Vathis Per share value per internet Shares correct per statement Total shares 191.863 7,655.21 5 Janus Twenty Fund Account #202465721 Per 1/7/03 letter 11,450.10 6 411 certificate and 151.4335 plan shares of Mellon Bank Corporation owned as tenants in common with decedent's surviving spouse, Barbara G. Vathis Per share value per internet Total shares 562.4335 7,712.35 7700 certificate and 74.966 plan shares of Merck & Co. Inc. owned as tenants in common with decedent's surviving spouse, Barbara G. Vathis Total shares 774.966 Per 1/7/03 letter from Merck Value per internet 22,816.94 8 161 shares of Met Life at $26.46/share Value per internet 4,260.06 9 100 shares in certificate for.m and 150.2772 plan shares of 1,765.73 Total from continuation pages.... 2W46963_000 TOTAL (Also enter on line 2, Recapitulation) $ (If more space ;s needed, insert additional sheets of the same size) 271,618.64 445,001.02 Estate of: Vathis, Paul Schedule B -- Stocks & Bonds Item No. Description Value at Date of Death 9 Sprint Corporation FON Group owned as tenants in common with decedent's surviving spouse, Barbara G. Vathis Total shares 250.2772 Per 1/13/02 letter from Sprint Value per internet 10 114 shares of Sprint Corporation PCS Group owned as tenants in common with decedent's surviving spouse, Barbara G. Vathis Per MS Money Total shares 114 Per 1/13/03 letter from Sprint Value per internet 11 5244 shares in certificate form and 11,006.6223 plan shares of The Walt Disney Company owned as tenants in common with decedent's surviving spouse, Barbara G. Vathis Per internet/letter of 2/20/03 Total shares 16,250.6223 12 The Vanguard Group Fund #77, account #9906140094 - Vanguard PA Long-Te~ Tax-Exempt Fund Per 1/16/03 letter TOTAL. (Carry forward to main schedule) . . . . . . Page 2 21-2002-1152 276.45 136,830.24 134,511.95 271,618.64 4' AM:=RI=:N< CEN~UR; Transaction Statement Page 1 of 1 Keefer Wood Allen & Rahal C/O Elyse E Rogers 415 Fallaw/leld Rd Ste 301 Camp Hill PA 17011-4906 Investor Relations 1-800-345-2021 www.americancentury.com DDD[1D5 1",11\",111,,,,,,1\,,,1\,1,,11,1,,11,,,,11,,,,,11,1,1,,1,1,I Ultra Account number 022-001638860 Investor Class Account owners Paul Vathis Fund code 022 Ticker symbol TWCUX Newspaper listing Ultra Shares This Total !?'!!'~....................:rX!!mi!!!"'!.l?!'...................................R.9.\\!!!..M!!?l,Im............~~!!!!1..r>.!!,,~............I!!!.I).~.~.<;.1!9.!1.................................~.!1! !!~ .lg:.1!?:;?.Q!?i?..........!?!!!!![!f~.!Q!l'X?,!2..................................................................................................................................................1.,. ?~?,.~~? 12-10-2002 Total account value $33,904,24 21.91 1,547.432 '~S1\"",$I>S~"~B003,00005,oOO"4.CNSACIOHAJl..AC.,.,_...ACI..", ,0004'07441 TWCUX.CSV "Hi stari ca 1 stock pri ces provi ded by CS1, Inc. Hi stori ca 1 mutual fund and i ndust ry prices provided by Media General Financial Services." "American Century ultra 1nv (TWCUX)" Daily prices (12/10/2002 to 12/10/2002) DATE,OPEN,H1GH,lOW,ClOSE.VOlUME 12/10/2002,21.910,21.910.21.910.21.910.0 page 1 Investment Plan Statement for Shareholders of COLGATE-PALMOLIVE Cm"OANY 12,1 2002/111'2.5 164~1 Shareholder Sp"";ces P 0 80x 2598 Jersey City, NJ 07303-2598 if you have any questions regarding your account. please call Shareholder Services at 1-800-756-8700. Internet: http://www.equiserve.com 1",111",111".,1,1,11",1"1",11",,111,,1,11,,..,.11.11..1 PAU. VATHIS f. BARBARA G VATHIS TEN co~ 5101 INVERNSSS DRIVS MECHANICSGURG P.t.. 17050.8318 Issue# AccQUnl# Stocle Symbol 124 18378-93936 CL SA VE THIS STA TEMENT FOR TAX PURPOSES Dividend In1ormation Record Dale: Oct 25. 2002 I Payable Date: Nov 15, 2002 TOividend Option: Full Reinvestment FlECORD DATE SHARES FOR REINVESTMENT Amount Wilhhllld From Gros. Net Amount Security Certificate Stl<'lreS r Plan Shares I Total SJlares Rate($j Gross Amount($\ Tax($) 1 Fei($) Reinvestedi$) - 1.368.000T 1.338.3411 I COMMON STOCK 2.706.341 0.18000 487.14 487.14 Plan Account Activity !)nt~ Dsscr;;:;tii."', Fel;s Elllrl/Ol Nel DOllar AmOltnt{$) Plj~~ por Transaction Shares Total Sl,aras Held CommisSjol)~($} Share($l )1/Q1/2002 Balance Forward 1,311.973 1,311.973 )2/15/2002 Common Dividend Purchase 482.40 55.488 8.694 1.320.667 )5/15/2002 Common Dividend Purchase 483.96 55.346 8.744 1,329.411 )8/15/2002 Common Dividend Purchase 485.53 54.371 8.930 1.338.341 11/15/2002 Common Dividend Purchase 487.14 52.503 9.278 1.347.619 Year-To-Date Investment Summary NH Oividllncls Reinvesled{$) \ Ta~ Wilhtl'!ld($) I Oplion<lllnVllSI'lllmISr$} Other Irw&strnenls($) Fees and/or commiSSionSrTax Reportable Com,parw.Paid T"t!lJlnv~stment$($) Paid bv YOU($l Fe...s and/or Comml$$loM($) 1.939.03 l I 1.07 1.939.03 :::OMMON STOCK 1.3E,8.000 1.347.619 (As of the close 01 business on 11/19/2002) Total Shar"es Price per Share($) Market Value($'i 2,715.619 52.790 143.357.53 fotal Holdings ~nd Markel Value ;ewrity Certificat", Sl1ar..s P~al' Shares ACCESS YOUR ACCOUNT ONLINE! You can now access and manage your account online through the EquiServe web site. All you need is the issue number and account number rrinted above, your social security 11umber (if applicablG), and this initial password: 84922818. To login simply go to http://www.equiserve.com and click on "Account Access." :OLGATE-PALMOLlVE COMPANY rransaction Form Deposit of Certificates Deposit th~ enclosed ! number of shares ~ L Partial Withdrawal Contillll9 Plal1 patlicipatioll Issue aceJlific:ate tor this numbQr of shares ssue#: 124 Account#: 18378-93936 510 'AUL VATHIS & BARBARA G IATHIS TEN COM Sell ~his number oj shat'es Signature(s) for issuance or sale and/or change of address. AI! joint owngrs must sign Names must be signed exactly as. shown on this slatement (Partn!:lr/otticerfTnlstee mLlst sign as PartnertOfficerrrl'llslee.) )ptionallnvestment <:l~.~ check pa,'abl~ 10:' j westme-nt Plan servicesl . l10unl enclos<:d in U,S.OQU'lls: ~_._.----J our Optionallnvestmel11 can be a minimum of $20.00 per lvestment and ;l maximum of $60.000.00 pt'{ year ll'>:1 inves1tnent datI? is Decembu 16. 2002 Full Withdrawal Terminate Plan participation D Issue a cer\\\ica\e 10r all full s11ares and a clleck tor fractional shales [J Sell all Plan shares Address change or share transfer D Mark boy, ~'ld complet~ the appropri;lte ptJrtiorlol1 \h~ fe\'lll~e side 00124 18378 93936 70 CL.CSV "Historical stock prices provided by CSI, Inc. Historical mutual fund and industry prices provided by Media General Financial Services." "colgate-palmolive Company (CL)" Daily prices (12/10/2002 to 12/10/2002) DATE,HIGH,LOW,CLOSE,VOLUME 12/10/2002,54.140,53.240,54.100,1246600 Page 1 " Transaction Statement Page 1 oj 1 AMERlCAN C::ENTUE.'.~ Keeter Wood Allen & Rahal C/O Elyse E Rogers 415 Fallowfleld Rd Ste 301 Camp Hill PA 17011-4906 Investor Relations '-800-345-2021 www.americancentury.com OOGon:; 1,,,111,,,111,,,,,,11,,,11,1,,11,1,,11,,,,11,,,,,11,1,1,,1,1.1 Ultra Account number 022-001638860 Investar Class Account owners Paul Vathis Fund code 022 Ticker symbol TWCUX Newspaper listing Ultra Shares This Total p.!!!~....................:r.~!!!)!!!!!1!.i.9.!1..................................!?C?!!!!r.~m!?\I.r:t.L.........~.~!!~~..r:'~!!1~...._......Ir!!!)!!i!.~!.i.C?!!..................................~!1! !r~.s .1g:.1Q:gQ.Qg..........!?!~!~n~~.!RrX>(!!r!L........................................................................................................................................._.....1.,?g,.4~? 12-10-2002 Total account value $33.904.24 21.91 1.547.432 o. g c " ,. , ~ - if; ,05"O..505662BOO'.OQ005.000'4.CNS"CI02.FAXAC.._"..."'CI....,OOOM07"-'l1 TWCUX.CsV "Historical stock prices provided by CsI, Inc. Historical mutual fund and industry prices provided by Media General Financial services." "American Century Ul1:ra Inv (TWCUX)" Daily prices (12/10/2002 1:0 12/10/2002) DATE,OPEN,HIGH,LOW,CLOsE,VOLUME 12/10/2002,21.910,21.910,21.910,21.910,0 Page 1 Investment Plan Statement for Shareholders of COLGATE-PALMOLIVE CO~.DANY 12,~ 20021~ 1125 Hl4~1 Shareholder S"-";ces P.O. Box 2598 Jersey City. NJ 07303-2598 II you have any questions regarding your account. fJlease call Shareholder Services at 1-800-756-8700. Internet: hllp://www.equiserve.com 1",11/".111".,1,1,11",/"1."11",,11I,,1,11,,,,..11,11..1 PAUL VATHIS & BARBARA G V A THIS TEN COM 5101 INVERNESS DRlVE MECHANICSBURG PA 17050-8318 Issue# Account# Stacie Symbol 124 18378-93936 CL SAVE THIS STATEMENT FOR TAX PURPOSES Dividend Information Record Date: Oct 25. 2002 I Payable Date: Nov 15, 2002 I Dividend Option: Full Reinvestment RECORD DATE SHARES FOR REINVESTMENT AmQunt Withheld From Gross Net Am aunt Security Certificate Shares T Plan Shar~s I Total Sllal'eS Rate($l Gross Amolmt($'r la;.:($) I Fee($) Reinvested($) COMMON STOCK 1.368.000 I 1.338.3411 2.706.341 0.18000 487.14 I 487.14 Plan Account Activity DElt~ Desc~;~tjG'i Fe~s Elnd/or ! Net DOllar Amount($) Pric~pct Transaction Shares Total SI)arss Held CommissionSl($)1 Shal'e{$\ )1/01/2002 Balance Forward 1.311.973 1.311.973 )2/1512002 Common Dividend Purchase 482.40 55.488 8.694 1.320.667 )5/1512002 Common Dividend Purchase 483.96 55.346 8.744 1,329.411 )8115/2002 Common Di'Vidend Purchase 485.53 54,371 8.930 1,338.341 11/15/2002 Common Dividend Purchase 487.14 52.503 9.278 1,347.619 Vear-To-Date Investment Summary Ne\ Divictends R€'invesled($) Ta~ WilhhqJd{S) OptionallnW3sl'T111l1tsl.$) I Other Inv9stfT<l'int!>($\ !Fee~ an~lor Commissions Ta~ Rep';:lltab!\O Companv-?aid \ 'Paid bf You($l Fees and/or Commissjom($} I 1.07 Totallnvestments($) 1.939.03 1.939.03 ;eevrity Celtificate Shares Plan Sl18r-es (As 01 the close of business on 11/19/2002) TotalSj,ares Price per Stlare($) Market Value($l fotal Holdings and Marl,et Value ::OMMON STOCK 1,368,IJOO 1.347.619 2,715.619 52.790 143.357.53 ACCESS YOUR ACCOUNT ONLINE! You can now access and manage your account online through the EquiServe web site. All you need is the issue number and account number rrinted above, your socialsecurlty "umber (if applicable), and Ihls initial password: 84922818. To login simply go to hltp:/lwww.equiserve.com and click on "Account Access." :OLGATE.PALMOLlVE COMPANY rransaction Form Partial Withdrawal Continue Plan pal1icipation Deposit of Certificates Deposit tile enclosed 1 number of shares ... L Sel11his number of shares I I Issue acertificatl? to! thi5 number 01 shares ssue#: 124 Accounl#: 18378-93936 510 'AUL VATHIS & BARBARA G , ATHIS TEN COM )pHonallnvestment "l.k, ~h&Cl\ pa,.abl~ to: i I westment Plan servicesL ' l10unl I!tlC!osed in U,S.D'JlI'.ll'O'. ____.-..-..-.-J ollr OptionallnvIl5tmellt can be a minimum of $20.00 pGr lvestment and a maximum of $60.000.00 per year e:xt Investment date- Is Decemb~r 16. 2002 Full Withdrawal Terminale Plan participation n Isslle a cerlillCi:lte tor alllllll sllares and a Clli?ck toriractional shales ~~ LJ Sell all Plan sl1ares Signature{s) for issuance or sale andlor change of address. All joint owners must sign_ Names must be Sigl19d exactly as S~10Wll on thiS statement. (Partner/Officer/Trustee must sign as. PartnefrOfficerfTl\lstee.) Address change or share transfer D Mark bar. and complete the appropriate por~\Qn en \h~ revers.. side 00124 18378 93936 70 Cl.CSV "Hi stori ca 1 stock pri ces provi ded by CSI, Inc. Hi stori ca 1 mutual fund and industry prices provided by Media General Financial Services," "colgate-palmolive company (Cl)" Daily prices (12/10/2002 to 12/10/2002) DATE ,HIGH ,LOW ,CLOSE ,VOLUME 12/10/2002,54.140,53.240,54.100,1246600 Page 1 i ntel @ ~mputershare ~ ~ ~ ~ ~ ~ ..... ~ ~ ~ """" Computershare Trust Co., Inc 2 North LaSalle Street Chicago illinois 60602 Within the US, Canada & Puerto Rico 800 2980146 Outside the US, Canada & Puerto RIco 3123605123 facSimile: 3126014335 www.computershare.com For a change of address please call the above number or visit us at www.computershare.com Holder Account Number PAUL VATHIS & BARBARA G VATHIS TEN COM 5101 INVERNESS DR MERCHANICSBURG PA 17055 C 0002479788 JNT Company 10 TIN Certified INTC Ves Dividend Reinvestment Plan Statement Dear Shareholder Please refer to your previous statement(s) for transaction history, Dividend Information Record Date: 07 Nov 2002 Payment Date Class Description Participating Shares/Units ! Dividend i Gross : Rate ($) i Dividend ($) i Deduction Amount ($) Deduction i Type I Net Dividend {$} 01 Dee 2002 Common 1,205.628000 0.020000 24,11 24,11 Transactions Pending Settlement (Settlement is typically 3 business days after trade dale,) Trade Date I I Transaction Description I Transaclion ! Amounl ($) I Adjustment: Adjustment 'I Amount ($) ! Type , Net I Price Per I Amount ($) Share/Unit ($) Total Shares/Units 02 Dee 2002 Dividend Reinvestment 24.11 24,11 21.478570 1.122514 Date: 02 Dec 2002 (Excludes transactions pending settlement) OOICS006_RPS.DNLJNTC.I03738_3641002873/002883 Certificated Shares/Units Book SharesfUnits : Plan SharesfUnlls Closing Price Per I Share/Unit ($) : Value ($) 001CD40005 1,200.000000 0,000000 5.628000 21.050000 25,378.47 INTC.CSV "Historical stock prices provided by CSI, Inc. Historical mutual fund and industry prices provided by Media General Financial Services." "Intel corporation CINTC)" Daily prices (12/10/2002 to 12/10/2002) DATE,HIGH,LOW,CLOSE,VOLUME 12/10/2002,18.500,17.720,18.130,58576400 Page 1 --- - I ~;~~ IBM Corporation Investor Services p' 'ram (ISP) IBM Stockholder Services P.O. Box 430- Providence, R, _~940-3073 IMPORTANT TAX DOCUMENT ENCLOSED Telephone: 1-888-IBM-6700 1-781-575.2727 (outside U.S., Canada. and Puerto Rico) 9926 ;!oot!1211912Oese 1..,111",111....1.1,11.,.1,.1",11....111..1.11......11.11..1 PAUL VATHIS & BARBARA G VATHIS TEN COM 5101 INVERNESS DRIVE MEGHANICSBURG PA 17050-8318 By Facsimile: E-Mail: Internet: 1-201-222-4488 ibm@equiserve.com hllp://www.ibm.com/investor Account# Stock Symbol 19796-46750 IBM SA VE THIS STA TEMENT FOR TAX PURPOSES Issue# 9926 Investor Services Proaram nSP) Dividend Information Record Date: Nova, 2002 1 Payable Date: Dee 10, 2002 TDividend Ootion: Full Reinvestment RECORD DATE SHARES FOR RBNVESTMfNT Amount WitnheJd From Gros$ Net Amount Certificate Shares I ISP. Shares I Total Shares Rate($} Gross Amoum{$) Tax($) I Fee($) Relnyested($) 92.000 I 99.515 I 191.515 0.15 28.73 I 0.57 28.16 *Investor Services Proaram (ISP) Account Activity Date Description Feels af\d(or Net Dollar Amount($) Price per Transaction Shares Total Shares Held Commisslons($) Sl\afe($) 01101/2002 Balance Forward 98.524 98.524 03/1112002 Common Dividend Purchase 0.53 26.14 106.598 0.245 98.769 06/10/2002 Common Dividend Purchase 0.57 28.05 76.433 0.367 99.136 09/10/2002 Common Dividend Purchase 0.57 28.10 74.095 0.379 99.515 12/1012002 Common Dividend Purchase 0.57 28.16 80,824 0.348 99.863 Year-To-Date Investment Summary Gross Dividends Reinvest&d{$) Tax 'Nllhh9Id($) Fees andIor Comrnissions I Net OMchmd1; ReilWest&d{$) Oplionallnvestm9nts($) Totallnvestmenls($) ?aidby Youl$) 112.69 2.24 110.45 110.45 92.000 ISp. Shares 99.863 (As of the close of business on 12/18/2002) Total Snares Pr\ctJ per Share($) Market Va/Ue($) 191.863 81.620 15,659.86 Total Holdings and Market Value Security :OMMON STOCK Certificate Shares (ou can access your account through the Internet at http://www.lbm.comlinvestor. --- - --- - .. ---- ..--- ..---- .. - - --- --- - - ---.- IBM Corporation Investor Services Program Transact."on Form Use this form only t~ ttansactshares In the Investor SerVIces Program Partial Wtthdrawal 01 program Shares Deposit of Certificates Deposit the enclosed I Issue a certffica.te 10r this number 01 shares ... number of shares L ssue#: 9928 Account#: 19798-46750 510 'AUL VATHIS & BARBARA G 'ATHIS TEN COM Selllhis number 01 shares Signature{s) lor issuance or sate and/or change of address. All jolnt owners must sign. Names must be signed exactly as shown on this statement. (PartnerlOfficerrrrustee must sign as PartnerJOfticerlTrustee.) Full Withdrawal of Program Shares lptionallnvestment -akllchoaekP'JIyabllt!to: ! westment Plan Services 'Tlount ~lOcI05&d In U.S.Do\lar$: our Optlonallnvestmem can be a minimum of $50.00 per IVitstment and a maximum of 5250,000.00 per year D Issue a certlficale for all full snares and sell the fracrt:ional share D Sell all shares Address change or share transfer D Mark box and complete !tilt! apprapriate portion on the reverse side 09926 19796 46750 17 IBM.CSY "Historical stock prices provided by CSI, Inc. Historical mutual fund and industry prices provided by Media General Financial services." "International Business Machines Corporation (IBM)" Daily prices (2002-12-10 to 2002-12-10) DATE,HIGH,LDW,CLDSE,VDLUME 2002-12-10,81.000,78.600,80.800,6869800 Page 1 ~- t-. I, .....' s Joe,I'ILL1.10FI STRE!":- p, !'lO) j 7337 l")fNVf-:f COI_ur,flll:" 8():c~ - 3:'7 Ph 31)" 33:" 38.c . Iltt,- i/,,"W,", [arlu ,"r,,' January 7, 2003 KEEFER WOOD AllEN & RAHAlllP ATTN: CAYlE SWINDLER 415 FAllOWFIELD RD STE 301 CAMP Hill PA 17011-4906 REFERENCE:012S1062 JANUS TWENTY FUND ACCOUNT NUMBER 202465721 PAUL VATHIS Dear Ms. Swindler: Thanks for doing business with Janus. This letter is in response to your request for information on your account. The account information provided below is unaudited. Date 12/10/2002 Account Number 43-202465721 Transaction Balance Share Price $30.0S Shares 380.655 Account Value $11,450.10 If you need instructions on how to re-register or redeem the above account, please feel free to give us a call. We appreciate the opportunity to be of service. If you have any Questions, give us a call at SOO- 525-3713, or visit us online at janus.com. We're available to answer your phone calls Monday through Friday 9:00 a.m. to 6:00 p.m. Eastern Time. SQ:~ Daniel Nelson Janus Investor Communications FUNDS DISTRIBUTED BY JI',NlIS DISTRIBUTORS LLC LHC004Q~97 MEL.CSV "Historical stock prices provided by CS1, Inc. Historical mutual fund and industry prices provided by Media GenHal Financial Services." "Mellon Financial corporation (MEL)" Daily prices (2002-12-10 to 2002-12-10) DATE,H1GH,LOW,CLOSE,VOLUME 2002-12-10,27.750,27.210,27.580,2015400 Page 1 StocKnol08r Service:.' Merck & Cc" 1f1~' OnelV1erck Dnw DI'. 80\ IOl'. WS3Ab.4l' Wnltelluuse Station NJ 08889-010(; 1800 6n 210; 'Januar'{ 1, 200"3 e MERCK C.a'{le D. 'Swindler f;:eefer Wood Allen l'ir \Z.ahal. LL? 'lIS Fallowfield F-<l. 'Suite "301 l.amp l-lill"PA 1l01l- 4'/0(" ~f,; "PAUL VATHI'S N:.C.OUN"I 114000:f4u2!Y; Dear Mf>. 'Swindler: Thif> ifo in refoponfoe \0 '{our inquri'{ rl'garding thl' above rl'fl'rl'n~l'd a~GOunt. "Pleafol' 1'10\1' \nl' following with re.fope.~\ \0 thif> a~~ount: 'Share balan~e on date of dl'a\n 12./10/02 - T/4. '/("(,, f>harl'f> ,ne dOf>ing pri~l' of Mer~\:. foto~\:. on De.~e.mber 10, 2002 waf> $5'/.00 per f>hare. With rl'f>ped to \he. tranf>fer reqUl'fol, '{our lefter naf> pun forwardl'd \0 WI'IIf> Fargo 17an\:., Minnefoo\a, our kanf>fer agl'nt. ,he'{ will refol'ond to '{ou dire~\I,!. If I ma,! of an,! furthl'r afof>ifo\an~l', I'Ie.afoe. do noi ol>foi\ate to Gar-tact me. '5in~erel,!, ~ T7i "'nn ,arafafo (&00)(,,1'3 - 2104 MRK.CSV "Historical stock prices provided by CSI, Inc. Historical mutual fund and industry pri ces provi ded by Medi a General Fi nanci a 1 servi ces. " "Merck & Co., Inc. (MRK) " Daily prices (10/12/2002 to 10/12/2002) DATE,HIGH,LOW,CLOSE,VOLUME 10/12/2002,59.470,58.300,59.000,5427300 Page 1 ,...~r-, (..- i (J'e-Co Me'tU'fe St; ment of Trust Interests February, 2000 At the time MetLi/e demutuahzes, you will be allocated shares of MetLite, Inc, Common Stock, which will be held tor you m the MelLile Policyholder Trust. The number of Trust Interests you own IS equal to the number at shares of MetLi/e, Inc. Common Stock held tor you In the Trust ThiS Statement of Trust Interests tells you how many Trust Interests you will own at the time MelLile demutuallzes (In other words. how manv shares of MetLile, Inc. Common Stock will be allocated to you and held for you in the Trust). . If you want to buy more shares of MetLite, Inc. Common Stock to be held tor you In the Trust, you should use the torm ponted below to submit a Purchase Instruction. You are only eligible to purchase additional shares II you are being allocated less than 1,000 sharec. Stock can be purchased through the Purchase and Sale Program on the tirst trading day tollowing the 90th day after the date Metlile's demutualization becomes effective. Purchase Instructions received betore the purchase program begins will not be processed unlil the commencement of the purchase program. If you want to sell the shares 01 MetUfe, Inc. Common Stock held for you in the Trust, you should use the form prrnted on the reverse side of this page to submit a Sell Instruction. Stock held in the trust can be sold after the IPO distribution is completed, which should be no more than 30 days after the plan effective date, Sell Instructions received before the sale program begins will not be processed until the commencement at the sale program. All such purChases and sales will be on a commisslon-free basis. - - - AUTO .********** S-DIGIT 17055 PAUL VATHIS S1Pl INVERNESS DR HECHANICSBURG PA 170SS-8318 1.,.111,..111..,.1.1,.1.1,1..1...11....111..1.11......11...111 "' "' '" "' ... ... ~fe~s~; O( sur,:: t\1+O' ~D:re[;, aDores:. ap!lsars ir tiE- wlnGoli G. "tTlr: ::mvslDllt j'- }/Ol' arE sutlmitim~~ 0: '''lJr::inast: rr ;j(]1 insiruciiofl. ThEe attar-het m:;tructin;-, card denlifies the cmrec; ad!.m::::~ YC- eacr t1JOf c tiansactioL. lLJ NS9696 PLEASE RETAIN FOR YOUR RECORDS N8me PAUL IIATHIS Retain Ihis number for future reference .. Investor 10 8063 1366 <J7SS Number of Trust Interests 161 Sequence Number H007870SP7 PLEASE READ THE IMPORTANT INFORMATION ON THE BACK OF THIS FORM AND IN THE ENCLOSED BROCHURE Use ONLY if a transaction is requested. Unless you wish Ip initiate a transaction, no action is reqoired, PURCHASE INSTRUCTION 8063 13669755 Change of address: (See reverse side to SEll) PAUL VATHIS ChaseMellon Shareholder Services PO Box 382200 Pittsburgh PA 15250-8200 Sianature: /if aodress heino ch~nol!d) Make check, in U,S, dollars, payable to: MetLife Purchase Program Amount Enclosed 1...11.1.1...1.1.1.1,11...1..1...1.111,.,11...1',..1",.1...11 Minimum investment $250.00 (except as described in the enclosed brochure) Please be sure this address appears in the envelope Window for Purchases ONLY! 0000101 102 806313669755 5 lLJ NS9696 883,,844 MET. CSV "Historical stock prices provided by CSI, Inc. Historical mutual fund and industry prices provided by Media General Financial Services." "Metropolitan Life Insurance company (MET)" Daily prices (12/10/2002 to 12/10/2002) DATE,HIGH,LOW,CLOSE,VOLUME 12/10/2002,26.770,26.150,26.650, 3161300 (~~ .'1:'.fJ Page 1 ,; S r "K' .'''0 .. . --:. t: .. (j'J III m ~ '" .. - y e A...... t'.0:; January 13.2003 UMB BAN K Keefer Wood Allen & Rahal,LLP Attn: Cayle D. Swindler 415 Fallowfield Road Suite 301 Camp Hill PA 17011-4906 RE: Sprint Corporation, FON and PC Common Stock REG: PAUL V A THIS & BARBARA G V A THIS TEN COM Dear Ms Swindler: In reply to your letter of January 2, 2003, our records indicate the following concerning the above-referenced account: Sprint FON Book entry shares Certificated shares 150.2772 100 Sprint PCS Certificated shares 114 In order for stock now registered as above to be transferred to the individual name of the survivor, we need to be furnished with the following: 1. Surrender of all outstanding stock certificates. 2. Certified copy of the death certificate of the deceased. 3. Enclosed W-9 Form completed and signed by the new holder whose Social Security Number will be shown on the new account. P.O. Box 410064 Kansas City, Missouri 64141-0064 Member FDIC FON. CSV "Historical stock prices provided by CSI, Inc. Historical mutual fund and industry prices provided by Media General Financial Services." "Spri nt FON Group (FON) " Daily prices (12/10/2002 to 12/10/2002) DATE,HIGH,LOW,CLOSE,VOLUME 12/10/2002,14.460,13.760,14.160,4396700 page 1 pes.esv "Historical stock prices provided by esl, Inc. Historical mutual fund and industry prices provided by Media General Financial services." .sprint pes Group (pes)" Daily prices (12/10/2002 to 12/10/2002) DATE,HIGH,LOW,eLosE,vOLUME 12/10/2002,5.200,4.500,5.050,13771200 page 1 ~ ~)l ~i f \\ ....' ~) ;,'L', \. . ( + ---- C/4L.-{'::iYS-_lA-JLL'4'::""-" C-~U~ , .-'\ -~ r' February 20.2003 Cayle D Swindler Legal Assistant to Elyse E Rogers Keefer Wood Allen & Rahal, LLP 415 Fallowfield Road, Suite 301 CarnpHiIl PA 17011-4906 Re: Account #903700 - Paul Vathis & Barbara G Vathis Ten Com Dear Cayle: Our records show that on December 10, 2002, the above account held a total of 16,250.6223 shares with 5,244 shares in certificate form and] ],006.6223 shares held in book entry form. The closing price of Disney common stock on that day was $] 7.04 per share, which gives a total value of$276,910.6039. We have already received the documents to transfer this stock, but we are still waiting for the $] 0 enrollment fee so that we can split the account in half and enroll the two new accounts in the Investment Plan. Thank you for your interest in The Walt Disney Company. If you have any questions or need further service, please contact our office at (8 ]8) 553-7200. Sincerely, Juue JImador Disney Investment Plan ;'iO(1 St1\lth BlIcn<< Visl.1 Slreet ! Bm\y,mL C\\ill,rni:1 ,) 15: 1_'17'2:: .I ~ 1 b-SS;;- 7~(I() \ IW\\ -.d i.' n~y. ~(Jl1ljj 11\ 'e~lors [)"'"'' D1S.CSV "Hi stori ca 1 stock pri ces provi ded by CS1, 1nc. Hi stori ca 1 mutual fund and industry prices provided by Media General Financial services." "walt Disney Company (D1S)" Daily prices (12/10/2002 to 12/10/2002) DATE,H1GH,LOW,CLOSE,VOLUME 12/10/2002,17.180,16.500,17.040,9552000 Il. ~ll Page 1 '-- s;- ,'-~-=-- ,<~ TH~an~and~Rour ESTATE OF PAUL VATHIS cia BARBARA G V ATHIS 5101 INVERNESS DR MECHANICSBURG, P A 17050-83] 8 January] 6, 2003 P A LT Tax-Exempt lIlV PA Tax-Exempt Money 09906]40094 Dear Mrs. Vathis: We are responding to a request from Cayle D. Swindler of Keefer, Wood, Allen, & Rahl to provide them with the value of the above account. First, please accept our sincere condolences for the loss of Paul Vathis. Weare unable to send the requested information directly to Ms. Swindler because we did not receive the proper legal documentation with the request. Consequently, we are providing the information to you to forward at your convenience. We apologize for any trouble this may cause. As of December 10, 2002, the number of shares, the price per share, and the value of the account were as follows: Paul Vathis Individual Account Fund Name PA LT Tax-Exempt Inv Accrued Dividends: $164.35 PA Tax-Exempt MoneyMkt Accrued Dividends: $41.54 Shares 1l,621.765 Price $11.56 'lalue $134,347.60 156,456.420 $1.00 $156,456.42 V".nguard Voyager Service Post Office Box 2600. I,''.liley Forge, Penns~rJ\'aniil J9_1.8:~-:(-iO(l Soo-zS4-7245 . w\\'w.vanguard.com If you have any questions, please contact your Voyager Service Team at ] -800-284-7245. Voyager's business hours are Monday through Friday from S a.m. to 10 p.m and Saturday from 9 a.m. to 4 p.m., Eastem Time One of OUT dedicated Voyager Associates will be pleased to assist you. Sincerely, cD Jon Forwood Voyager Service Communication Associate 40047798 INTC.CSV "Historical stock prices provided by CSI, Inc. Historical mutual fund and industry prices provided by Media General Financial services." "Intel corporation (INTC)" Daily prices (12/10/2002 to 12/10/2002) DATE,HIGH,LOW,CLOSE,VOLUME 12/10/2002,18.500,17.720,18.130,58576400 Page 1 --- - --- - ----- ---- ----- - - - --- ===-== ~ ::: IBM Corporation Investor Services P--"gram (ISP) IBM Stockholder Services P.O. Box 43r' Providence, 2940-3073 IMPORTANT TAX DOCUMENT ENCLOSED Telephone : 1-888-/BM-6700 1-781-575-2727 (outside U.S., Canada, and Puerto Rico) 99262002f1'V1912C8se 1,.,111...111"..1.1,"",/.,1".""..111..1.11......11."..1 PAUL VA THIS & BARBARA G VATHIS TEN COM 5101 INVERNESS DRIVE MECHANICSBURG PA 17050-8318 By Facsimile: E-Mail: Internet: 1-201-222-4488 ibm@equiserve.com htlp://www.ibm.com/investor Issue# Account# Stock Symbol 9926 19796-46750 IBM SA VE THIS STA TEMENT FOR TAX PURPOSES Investor Services Proaram nSP) Dividend Information Record Dale: Nov 8, 2002 I Pavable Dale: Dee 10, 2002 I Dividend Option: Full Reinvestmen1 RECORO DAlE SHARES FOR RBNVESTMENT Amount Withh91d From Gross Nel Amount C~n.lfica\e Shar9s I ISP~ Shares I Total Shares Ra\Q{$} Gross Amount($) Tax($) I Fse($) Reinv.sled($} 92.000 I 99.515 I 191.515 0.15 28.73 I 0.57 28.16 *Investor Services Program (ISP) Account Activity Date Description Fees andlor Net DoJiar Amount{$) Price per Transaction Shares Total Shares Held CommiSsions($) ShsrEl($} 01/01/2002 Balance Forward 98.524 98.524 03/1112002 Common Dividend Purchase 0.53 26.14 106.598 0.245 98.769 06/10/2002 Common Dividend Purchase 0.57 28.05 76.433 0.367 99.136 09/10/2002 Common Dividend Purchase 0.57 28.10 74.095 0.379 99.515 12/1 012002 Common Dividend Purchase 0.57 28.16 80.824 0.348 99.863 Year-To-Date Investment Summary GIOS-r> Dividends Reinvested{$) T;IX WiIhh&Id{$) Fees and/or Commissions Net OMdends AlIinv/iSled($) Opliona) Inveslmlllnts{$) To~ tnvestments($) ?aid by )'OU($) 112.69 2.24 110.45 110.45 Total Holdings and Market Value Security Certificate Shares :OMMON STOCK 92.000 ISp. Shares 99.863 (As of the close of business on 12/16/2002) Total Shares Price per Share($) Market Value($) 191.863 81.620 15,659.86 (ou can access your account through the Internet at http://www.lbm.comflnvestor. --- - --- - - ---- ---- ----- ------ --- - - ---.- IBM Corporation Investor Services Program Transact."on Form !,se this to"" only t~ transact shares In the Investor SerVices Program PartiaJ Withdrawal of Program Shares Deposit of Certificates Deposit the enclosed I Issue a certifica.te for this number of shares ... number of shares L ssue#: 9926 Account#: 19796-46750 510 'AUL VATHIS & BARBARA G IATHIS TEN COM Sell this number of shares Signature(s) for issuance or sale and/or change of address. All joint owners must sign. Names must be signed exactly as shown on this statement. (Partner/Officerflru5tee must sign as PartnerlOfficerfTrustee.) Full Withdrawal ot program Sllares >plionallnv"slmenl :a!<.8 checkpllyabl810: 1 westment Plan Services "ount 9nctosed in U.S.Oallar$: our Optional Investment can be a minimum of $50.00 per Iv.stment and a maximum of $250,000.00 per year D Issue a certificate for all1Ull shares and sell the fractional share D Sell an shares 09926 19796 46750 17 Address change or share tranS1&f D Mark box and compl&!9 th9 appropriat& plIrtion on the reversesid9 J IBM.CSV "Hi stori ca 1 stock pri ces provi ded by CSI, Inc. Hi stori ca 1 mutual fund and i ndust ry prices provided by Media General Financial services," "International Business Machines corporation (IBM)" Daily prices (2002-12-10 to 2002-12-10) DATE,HIGH,LDW,CLOSE,VOLUME 2002-12-10,81.000,78.600.80.800,6869800 Page 1 ~- t: 1,_: S lU" FILLJ,1()1, ",THEe: "(' :'-)0 ~ 7:,3:' rlf-:NVEf CULOHA()l' SU_"; ~.5 :' Ph :3 ()~;:) :~ fJ" . 11! I" "IV '" \ I a n u ~ (;"" January 7, 2003 KEEFER WOOD ALLEN & RAHAL LLP ATTN: CAYLE SWINDLER 41S FALLOWFIELD RD STE 301 CAMP HILL PA 17011-4906 REFERENCE:012S1062 JANUS TWENTY FUND ACCOUNT NUMBER 202465721 PAUL VATHIS Dear Ms. Swindler: Thanks for doing business with Janus. This letter is in response to your request for information on your account. The account information provided below is unaudited. Date 12/10/2002 Account Number 43-202465721 Transaction Balance Share Price $30.08 Shares 380.655 Account Value $11,450.10 If you need instructions on how to re-register or redeem the above account, please feel free to give us a call. We appreciate the opportunity to be of service. If you have any questions, give us a call at SOO- 525-3713, or visit us online at janus.com. We're available to answer your phone calls Monday through Friday 9:00 a.m. to 6:00 p.m. Eastern Time. Sincerely, ~~ Daniel Nelson Janus Investor Communications rUNDS DISTRIE!UTEO Ell' JANUS DI"TRIB\JTORS LtC LHDOQ40S97 MEL.C5V "Historical stock prices provided by C51, Inc. Historical mutual fund and industry pri ces provi ded by Medi a General Fi nanci a 1 5ervi ces. " "Mellon Financial corporation (MEL)" Daily prices (2002-12-10 to 2002-12-10) DATE,HIGH,LOW,CL05E,VOLUME 2002-12-10,27.750,27.210,27.580,2015400 page 1 SlUcknolder Service: Merel; & Co, inl' One Merck DnvE PC Box lOCi, vVS3AB-4S Whitehouse Station NJ 08889-0100 1 800613 21 04 Janllar'{ 1, 2-003 o MERCK Ca'{lt D. ~windltr f(ttftr Wood Alllm f.- {Z,aha\. L.Ll' 415 fallowfield \2.<:1. ~llite 301 Camp HillYA nOIl-4'/0(P \<.6: YAUL VATHI'S p.,c.COUNT ~4000?4(P2-'3? Dear MI'>. 'Swindler: Thil'> is in responl'>e to '{our in'lllri'{ regarding the abovt referen~ed a~wunt. Yleal'>e nott the following with rtf>pe<:.t to thil'> a<:'Wllnt: 'Ohare balan~e on date of death 12/10102- - 714. ,/(p<' shares fht dosing pri~e of Mer~\( sto~\( on De~ember 10, 2002 was $5'/.00 per share. With respe~t to the transfer rt'lllest, 'lour letter has been forwarded to Wells fargo l3>an\(, Minnel'>ota, Ollr transfer agent. The'l will respond to 'lOll diredl'l. If I ma'l of an'{ further assistanu, p\eal'>e do no; nt>sita1e to wnta~t me. 'Oin~erel'l, ~ Ti Ann Tarafal'> (1'>00)<.13 -2104 MRK.C5V "Historical stock prices provided by C51, 1nc. Historical mutual fund and industry pri ces provi ded by Medi a General Fi nanci a 1 5ervi ces. " "Merck & co., Inc. (MRK) " Daily prices (10/12/2002 to 10/12/2002) DATE,H1GH,LOW,CL05E,VOLUME 10/12/2002,59.470,58.300,59.000,5427300 Page 1 ----..-;: r- '(Ii:' -- Me'tLt'fe St Jment of Trust Interests February, 2000 At the time MetLife demutuallzes, you will be allocated shares of MetLile, Inc, Common Stock, which will be held tor you In tne MetLife Policvholoer Trust The number of Trust Interests you own IS equal to the number of shares of MetLife, Inc. Common Stock held for you In the Trus! This Statement of Trust Interests tetis you how many Trust Interests you will own at the time MetLife demutuallzes (in other words, how many shares of MetLite, Inc. Common Stock will be allocated to you and held for you In the Trust) . If you want to buy more shares of MetLife, Inc, Common Stock to be held for you In the Trust, you should use the form pllnted below to submit a Purchase Instruction. You are only eligible to purchase additional shares if you are berng allocated less than 1,000 sharee. Stock can be purchased through the Purchase and Sale Program on the first trading day following Ihe 90th day after the date MetLi!e's demutualization becomes etfective. Purchase Instructions received betore the purchase program begins will not be processed until the commencement of the purchase program. If you want to sell the shares of Metlite, Inc. Common Stock held for you in the Trust, you should use the form pnnted on the reverse side of thiS page to submit a Sell Instruction. Stock held in the trust can be sold aller the IPO distribution is completed, which should be no more than 30 days after the plan etfective date. Sell Instructions received betore the sale program begins will not be processed until the commencement 01 the sale program. All such purchases and sales will be on a commission-free basis. - - - AUTO ***.******* 5-DIGIT 17055 PAUL VATHIS S101 INVERNESS DR "ECHANICSBURG PA 170SS-8318 1...111,..111....1.1.,1.1.1,.1".\1"..111..1,11......11...III .. .. '" .. "" .,. PlfJ8Sf. {l( ~WF;' tnv cone::;', aoores:: appears In ~jH WlrtQOIJ. G tm:, 8'ml6l0p F ~IOl' are sui:Hnittm~~ L f....ti\~naSF n: Sa rnstruction. ThE atm:::.ner instmciiflF Gard dentifier.:: the Garret'. adtife::.~ 'ie: eaer,. :VOf' 0 tiansactiof:. LLJ NS9b"" PLEASE RETAIN FOR YOUR RECORDS Name PAUL IIATHIS Relain this number tor future reterence ~ Investor to 8003 13..9755 Number 01 Trust Interests 161 Sequence Number "007870507 PLEASE READ THE IMPORTANT INFORMATION ON THE BACK OF THIS FORM AND IN THE ENCLOSED BROCHURE Use ONLY if a transaction is requested, Unless you wish to initiate a transaction, no action is required. PURCHASE INSTRUCTION (See reverse side to SELL) PAUL VATHIS 8063 1366 9755 Change of address: ChaseMellon Shareholder Services PO Box 382200 Pittsburgh PA 15250-8200 Sianature" (if address bl'linn cl1anoed) Make check, in U.S. dQllars, payable 10: MatUta Purchase Program Amounl Enclosed 1...Il.I.I...I.I.I.I.II...I..J...I.III...II...II.../I,../...11 Minimum investment $250.00 (except as described in the enclosed brochure) Please be sure this address appears In the envelope wiTldow 10r Purchases ONLY! 0000101 102 806313669755 5 LLJ N59696 883,844 MET.CSV "Historical stock prices provided by CSI, Inc. Historical mutual fund and industry prices provided by Media General Financial Services." "Metropolitan Life Insurance company (MET)" Daily prices (12/10/2002 to 12/10/2002) DATE,HIGH,LOW,CLOSE,VOLUME 12/10/2002,26.770,26.150,26.650, 3161300 c;<'~. ~ '", Page 1 If'S S'" () .0 ; :;. ,- ...-:'CJ III m " tc .. - " .& A. N" og January 13. 2003 UMB BAN K Keefer Wood Allen & Rahal,LLP Attn: Cayle D. Swindler 415 Fallowfield Road Suite 301 Camp Hill PA 17011-4906 RE: Sprint Corporation, FON and PC Common Stock REG: PAUL V ATHIS & BARBARA G V ATHIS TEN COM Dear Ms Swindler: In reply to your letter of January 2, 2003, our records indicate the following concerning the above-referenced account: Sprint FON Book entry shares Certificated shares 150.2772 100 Sprint PCS Certificated shares 114 In order for stock now registered as above to be transferred to the individual name of the survivor, we need to be furnished with the following: 1. Surrender of all outstanding stock certificates. 2. Certified copy of the death certificate of the deceased. 3. Enclosed W-9 Form completed and signed by the new holder whose Social Security Number will be shown on the new account. PD. Box 410064 Kansas City, Missouri 64141-0064 Member FDIC FON.CSV "Hi stori ca 1 stock pri ces provi ded by CS1, 1nc. Hi stori ca 1 mutual fund and industry pri ces provi ded by Medi a General Fi nanci a 1 servi ces. " "sprint FON Group (FON)" Daily prices (12/10/2002 to 12/10/2002) DATE,H1GH,LOW,CLOSE,VOLUME 12/10/2002,14.460,13.760,14.160,4396700 Page 1 pes.esv "Historical sLock prices provided by esI. Inc. Historical mULual fund and indusLry prices provided by Media General Financial services." "sprint pes Group (pes)" Daily prices (12/10/2002 to 12/10/2002) DATE,HIGH,LOW,eLosE,vOLUME 12/10/2002,5.200,4.500,5.050,13771200 Page 1 ~ ~~) hi} \1 ~LT ~:~~E" ('Ii! . c:-~,-?{--t':::.?S,-l.-AJt..eA&.._ ':"'-!:ZCUt February 20, 2003 Cayle D Swindler Legal Assistant to Elyse E Rogers Keefer Wood Allen & Rahal, LLP 415 Fallowfield Road, Suite 30 I Camp Hill PA 17011-4906 Re: Account #903700 - Paul Vathis & Barbara G Vathis Ten Com Dear Cayle: Our records show that on December 10, 2002, the above account held a total of 16,250.6223 shares with 5,244 shares in certificate form and 11,006.6223 shares held in book entry form. The closing price of Disney common stock on that day was $17.04 per share, which gives a total value of $276,910.6039. We have already received the documents to transfer this stock, but we are still waiting for the $10 emollment fee so that we can split the account in half and emoll the two new accounts in the Investment Plan. Thank you for your interest in The Walt Disney Company. If you have any questions or need further service, please contact our office at (818) 553-7200. Sincerely, JuGe }lmaaor Disney Investment Plan :;00 Suulh Buccn.; \"j~l" Slred .' Burhanl,. CaliI0I'\li,\ 91 S::: \_',n:::'. :'; 1:-:-55,'-7:::00 w".\\._di\nt'y.~()m;iIl\eq\)rs -. \l"rn DIS.CSV "Historical stock prices provided by CSI, Inc. Historical mutual fund and industry pri ces provi ded by Medi a General Fi nanci a 1 servi ces. " "walt Disney Company (DIS)" Daily prices (12/10/2002 to 12/10/2002) DATE,HIGH,LOW,CLOSE,VOLUME 12/10/2002,17.180,16.500,17.040,9552000 lio.~Y Page 1 '~ ;;- J~~- -~..:::;~.- =, ~" THEVanguard::::'ROUr ESTATE OF PAUL VATHIS CIO BARBARA G V ATHIS 5101 INVERNESS DR MECHANICSBURG, PA 17050-8318 January 16, 2003 PA LT Tax-Exemp'c IllV PA Tax-Exempt Money 09906140094 Dear Mrs. Vathis: We are responding to a request from Cayle D, Swindler of Keefer, Wood, Allen, & Rahl to provide them with the value of the above account. First, please accept our sincere condolences faT the loss of Paul Vathis. Weare unable to send the requested information directly to Ms, Swindler because we did not receive the proper legal documentation with the request. Consequently, we are providing the information to you to forward at your convenience. We apologize for any trouble this may cause, As of December 10, 2002, the number of shares, the price per share, and the value of the account were as follows: Paul Vathis Individual Account Fund Name PA LT Tax-Exempt lnv Accrned Dividends,' $164,35 PA Tax-Exempt MoneyMkt Accrned Dividends: $41,54 Shiii'i;S 11,621.765 Price $1156 'lalue $134,347,60 156,456A20 $1.00 $156,456A2 Vanguard Voyager Sen1ice Post Office Box 2600, 'Valle:" Forge, Pennsyk1.nia '948::-.-::600 500-284-7245 . \\'\vw.\'<\ngu:crd.com If you have any questions, please contact your Voyager Service Team at 1-800-284- 7245. Voyager's business hours are Monday through Friday from 8 a.m to 10 p.m. and Saturday from 9 a.m. to 4 p.m., Eastem Time. One of our dedicated Voyager Associates will be p leased to assist you. Sincerely, cD Jon Forwood Voyager Service Communication Associate 40047798 REV-150B EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESJDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Vathis, Paul FILE NUMBER 21-2002-1152 Include the proceeds of litigation and the date the proceeds were received by1he estate. All property jolntly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. Vanguard PA Tax Ex Money Market Account #09906140094 per 1/16/03 letter VALUE AT DATE OF DEATH 156,497.96 2 Associated Press Death Benefit Beneficiary: Barbara Vathis 10,000.00 3 AAA Refund 53.00 4 Photoart Royal ties 60.00 5 Final paycheck/expense check 6,900.93 2W46AD2,OOO TOTAL (Also enter on line 5 RecaoituJation) $ (If more space is needed, insert additional sheets of the same size) 173,511.89 Ap Associated Press Evelyn Colucci-Calvert Senior Benefits Administrator Retirement Plans Specialist January 31, 2003 RETURN TO CLIENT Mrs. Barbara Vathis 510 1 Inverness Drive Mechanicsburg, PA 17055 Dear Mrs. Vathis: The Wire Service Guild contract effective 12/5/90, amended the AP/WSG pension plan to include a $10,000 death benefit payable to the beneficiary of an active employee who dies before retirement. The enclosed check for $10,000 represents such benefit payable t~yO beneficiary of Paul's pension plan. This distribution will be reported to the IRS 2003' orne subject to taxation. Vanguard records show that a payment of $122,615.48 was already sent to your IRA at Capital Bank & Trust Company_ As to the life insurance, you will receive a package directly from MetLife representing the $143,000 benefit due under the life insurance. Interest will be paid from the date of death to the date of settlement. If I can be of assistance, please feel free to contact me. Sincerely, /J () p~ _"? -r ~~VJJt/vC~V...i'vrv\_/ ecc Encl. 50 Rockefeller Plaza, New York, NY 10020 212621-1726 800622-2363 Fax 212 621-5468 REV-1510 EX -I" (1-97) COIvfMONWEAl TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Vathis, Paul SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21-2002-1152 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. DESCRIPTION OF PROPERTY %OF ITEM II'.O...UDE THE N6ME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NUMBE~ DECEDENT Af',() THE DAlE OF TRANSFER. ATTACH A COPY OF THE VALUE OF ASSET INTEREST IF APFUCABlEI DEED FOR REAL ESTATE. 1. Associated Press 401 (k) with 126,841.11 100.00 0.00 126,841.11 Vanguard Per e-mail from Vanguard Beneficiary: Barbara Vathis 2 Met Life Annuity 32,382.93 100.00 0.00 32,382.93 #070-829-017AB Beneficiaries: Victoria E. Erb/Randa11 C. Vathie and Stephanie E. Flack Per Met Life letter of 1/9/03 3 Met Life Annuity #070311888 joint with decedentls surviving spouse, Barbara Vathis Per 2/20/03 letter 87,859.15 100.00 0.00 87,859.15 4 Met Life Annuity #073309611 joint with decedent's surviving spouse, Barbara Vathis Per 2/20/03 letter 50,737.06 100.00 0.00 50,737. 06 TOTAl (Also enter on fine 7, Recapitulation) $ 297,820.25 2W46AF2.000 (If more space is needed, insert additional sheets of same size.) Cayle D. Swindler From: Sent: To: SUbject: Maryann _ T allman@vanguard.com Tuesday, September 02,20034:31 PM cswindler@keeferwood.com Vathis Estate Info Request Part: Paul Vathis xxx xx 0700 Balance on 12/10/2002 $126,841.11 Advise if questions.. MT Maryann Tallman Institutional Retirement Plan Services Voice, 1 800 662 0106 ext, 34709 Fax, 1 484 582 3255 Email: Maryann_Tallman@Vanguard.com Incoming mail is certified Virus Free. Checked by AVG anti-virus system (http.llwww.grisoft.coml. Version, 6.0.512 1 Virus Database, 309 - Release Date: 8/19/2003 1 Metmpolitaf1 Lite Insuram:e Com!." MetUTe CuslOmer Service Center - Tuls2, 12902 Easl51st SIree1 PO 80:< 22069. Tulsa. OK 74121.206'. Tei BOD 63[,-7732 l~~ e t Li f-e ESTATE OF PAUL VATHIS C/O KEEFER WOOD ALLEN RAHAL LLP 415 FALLOWFIELD RD STE 301 CAMP HILL PA 17011 RE INDIVIDUAL RETIREMENT ANNUITY CONTRACT 070 829 017 AB To Whom It May Concern I am writing to provide you with important information regarding the above contract. This is to inform you that the value of the contract as of the date of death, December 12, 2002, was $32,382.93. If you have any questions, please feel free to call our toll-free number at 1-800-638- 7732. One of our Customer Service Consultants will be happy to assist you. Sincerely 7~~~ Theresa Hornsby, Manager Annuity Death Claim Unit Annuity Administrative Operations January 9, 2003 MeaODOlilrlrllirr; Insuranc~ COmOall", MelLiw Customer Service GenIe; - Tulsr: 12902 Easl51s~ Snell PO 80x 2206~,i lulsa. m: 74121-206~) MetLife KEEFER WOOD ALLEN & RAHAL LLP A TTN CA YLE D SWINDLER 415 FALLOW FIELD RD STE 301 CAMP HILL PA 17011-4906 Re Contract #' s Deceased 070311 888 AB Paul Vathis 073309611 AB Dear Mr. Swindler: This is in reply to your letter dated February 12, 2003 regarding the above contracts. On February 13, 2003, we received claim forms from Barbara Vathis on which she requested to continue these contracts as sole owner and sole annuitant. Our records were updated to show this at that time and letters were sent to her attention advising the changes were made. Barbara is now the sole owner and sole annuitant on the contracts. The value of the contracts as of December 10, 2002 is as follows: Contract # 12110/02 Value Current Value 070311888AB $87,859.15 $115,103.76 073 309 611 AS $50,737.06 $65,251.94 If you have any questions or if we can be of any further assistance to you, please let us know. You may either write to the address above or call our toll-free number, 1-800-638- 7732, and one of our customer service representatives will be happy to assist you. Sincerely "PattIf 'Buuktt Patty Brackett Annuity Death Claim Unit Annuity Administrative Operations February 20, 2003 REV-1511 EX + (1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYl VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT EST ATE OF Vathis. Paul FILE NUMBER 21-2002-1152 Debts of decedent must be reDorted on Sc:hedule I. ITEM NUMBER DESCRIPTION AMOUNT A FUNERAL EXPENSES: 5,760.60 1. Hetrick Funeral Home B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 0.00 Name of Personal Representative(s) Social Security Number{s) I ElN Number of Personal Representative(s) Street Address City Stale Zip Year(s) Commission Paid: 2. Attorney Fees Name: Keefer Wood Allen & Rahal, LLP 10,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Vathis, Barbara G. Street Address 5101 Inverness Drive City Mechanicsburg State P A Zip 17050 Relationship of Claimant to Decedenl Spouse 4. Probate Fees 0.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 7. The Sentinel. legal advertising 105.53 8 Cumberland County Register of Wills, short 15.00 certificates 9 PA Dept of Health - Division of Vital Records, death 15.00 certificates 10 Cumberland Law Journal, legal advertising 75.00 11 Mark E. Hilbert, appraisal fee 300.00 Tota~ from cont1nuat1on pages~... 260.00 TOTAL (Also enter on line 9. Recapitulation) $ 20,031.13 2W46AG2.000 (If more space is needed, Insert additional sheets of same size) Estate of: Vathis, Paul Schedule H, Part B ~- Administrative Costs Item No. Description 12 Walt Disney Company, enrollment fee for dividend reinvestment account 13 Reserve for additional expenses to close estate TOTAL. (Carry forward to main schedule) Page 2 21-2002-1152 Amount 10.00 250.00 260.00 REV-1512 EX+ (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX REIURN RESIDENT DECEDENT ESTATE OF Vathis, Paul SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-2002-1152 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Valerie J. Knisley, CPA, 1/2 fee for preparation of 2002 individual tax returns 252.50 2W46AH2.000 TOTAL {Also enter on line 10, Recaoitulationl $ (If more space is needed, insert additional sheets; of the same size) 252.50 REV-1513 EX+ (9-()O) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYL VANtA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Vathi NUMBER r. paul 1. NAME ANO AOORESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS {Include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Vathis, Barbara G. 5101 Inverness Drive Mechanicsburg, PA 17050 FILE NUMBER 21-2nn2-110' RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Spouse Daughter Son Daughter AMOUNT OR SHARE OF ESTATE 275,437.32 10,794.40 10,794.33 10,794.20 483,029.35 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE. ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 2W46A11.000 2 Flack, Stephanie 205 Knoll Court Pasadena, MD 21122 3 Vathis, Randall 1413 Silver Creek Mechanicsburg, PA 17050 4 Erb, Victoria 201 Quail Run Wyoming, DB 19934 5 Vathis Trust A c/o Barbara Vathis, Trustee 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 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) $ 0.00 REV-1649EK-+ {1-91} COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Vathis, Paul 21-2002-1152 Do not complete this schedule unless the estate is making the election to tax assets under Section 9113(A) of the Inheritance & Estate Tax Act If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust. This election applies to the Trust (marital, residual, A, S, By-pass, Unified Credit, etc.) If a trust or similar arrangement meets the requirements of Section 9113(A), aM: a, The trust or similar arrangement is listed in Schedule 0, and b. The value of the trust or similar arrangement is entered in whole or in part as an asset on Schedule 0, then the transferor's personal representative may specifically identify the trust (aU or a fractional portiOO or percemage) to be included in the election to have such trust or simitar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule 0, Ihe personal representative shall be considered to have made the election only as to a fraction of the trust or sim"ar arrangement, The numeratOf of this fraction is equal to the amount of the trust or similar arranaement included as a taxable asset on Schedule O. The deoominator is eaual to the total value of the trust or similar arranaement PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's survivina SDouse under a Section 9113(A\ trust or similar arranaement. oESCRlPTlON ]. Vathis Trust See attached A calculations. VAlUE 705,729.28 Part A Total $ 705,729.28 PART B: Enter the descrinlion and value of all interests included in Part A for which the Section 9113 A\ election to tax is beinn made. DESCRIPTION VALUE Vathis Trust A See attached calculations. Part B Total $ (If more space is needed, insert additional sheets of the same sjze) 7U5, 72~. 28 705,729.28 Total from cont1nuat1on pages.... 2W46E21.000 Estate of Paul Vathis Date of Death December 10, 2003 Pennsylvania Inheritance Tax Return Calculation of Distributive Shares Total Gross Assets: Less: Deductions Net Value of Estate: $ 1,033,833.16 $ (20,283.63) $ 1,013,549.53 Less: Non-Probate Property to Spouse Schedule E, Item 2 Schedule G, Item 1 Schedule G, Item 3 Schedule G, Item 4 Total to Spouse Non-Probate Property to Children: Schedule G, Item 2 Residue of Estate $ 10,000.00 $ 126,841.11 $ 87,859.15 $ 50,737.06 $ 275,437.32 $ 32,382.93 $ 705,729.28 $ 705,729.28 Vathis Trust A Value of Life Estate and Remainder: Barbara Vathis, age 76 on December 10, 2002 (Born 6-6-1926) Interest rate Life Estate Factor Remainder Factor 4% 31.556% $ 68.444% $ 222,699.93 483,029.35 ME7T,,-. EVAN:: c W:;JODSIDE: ATTORNO::YS f,'7" LAV HARRISBURG. P;;::NNSYLVANI'-:- '" 711 O.O~ Last '^V" Ell and T estc&JtllHen t OF PAUL 'IT ATHIS I, PAUL VATHIS, of Hampden Township, Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time made. ITEM 1: I direct the Executor to pay, out of the residue of my estate, as an expense and cost of administration of my estate, all inheritance and estate taxes which become due by reason of my death, whether payable by my estate or by any recipient of any property. The Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. ITEM II: I direct the Executor to pay the expenses of my last illness and funeral expenses from the residue of my estate as an expense and cost of administration of my estate. ITEM III: I may leave a written list in my safe deposit box or elsewhere disposing of certain items of my tangible personal property. The Executor shall dispose of items of my personal property as specified in the written list. If no written list is found in my safe deposit box or elsewhere and properly identified by the Executor within thirty (30) days after the probate of my Will, it shall be presumed that there is no other statement or list. Any /~.". Page 1 ~1 ,~/. - I'.. " 1..' subsequent discovered list shall be ignored. If] die before m,' wife. BARBARA G. VATHIS, ] give to her all of my household furniture and furnishings, books. pictures, jewelry', silverware, automobiles, wearing apparel and al] other articles of household or personal use or adornment and all policies of insurance thereon not mentioned in the written list referenced above. If my wife predeceases me, I give any tangible personal property not mentioned in the written list to my children living at the time of my death, to be divided among them as they shall agree. If my children are unable to agree, the Executor shall divide this property among my children in as nearly equal portions as the Executor, in the sole discretion of the Executor, deems practical, having due regard to the personal preferences of my children. ITEM IV: I give the residue of my estate, not disposed of in the preceding portions of this Will, as follows: (a) To BARBARA G. V ATHIS, as Trustee (referred to as the "Trustee"), IN TRUST, to be administered and distributed as provided in ITEM V, a fraction of my residuary estate. The numerator shall be a sum equal to the largest amount that can pass free of Federal estate tax under my Will by reason of the unified credit and the state death tax credit (provided that the use of this credit does not require an increase in state death taxes) allowable to my estate but no other credit and after taking account of dispositions under other items of this Will and property passing outside of this Will which do not qualifY for the marital or charitable deduction and after taking account of charges to principal that are not allowed as deductions in computing my Federal estate tax. The denominator shall be the value of my residuary estate. For purposes of establishing this Page 1. ~----...., 1< ; ,: J '- fraction, the values finally fixed in the Federal estate tax proceeding relating to my estate shall be used. 1 recognize that the numerator of such fraction may be zero (0), in which case no property shall pass to this Trust. 1 also recognize that the numerator may be affected by the action of the Executor in exercising certain tax elections. (b) The balance of my residuary estate shall be paid to my wife, BARBARA G. VATHIS, if she survives me. If she does not survive me, this portion of my estate shall be added to the Trust funded pursuant to subsection (a) and shall be administered and distributed as provided in ITEM V. ITEM V: The following provisions shall apply to the Trust established under ITEM IV(a), which shall be known as "Vathis Trust A11: (a) The Trustee shall pay to or for the benefit of my wife, RA.RBARA G. VATHIS, all of the net income ofthis Trust in convenient installments, but not less frequently than annually. The Trustee shall also pay to my wife, so much of the principal of this Trust as may be necessary in the sole discretion of the Trustee for the proper support, maintenance and medical care of my wife. (b) Upon the death of my wife, the Trustee shall distribute the principal in equal shares to my children, VICTORIA E. ERB, STEPHANIE FLACK, and RANDALL C. V ATHIS. If either of my daughters, VICTORIA E. ERE or STEPHANIE FLACK, is not living at the time of distribution, her share shall be paid to her then living issue, per stirpes. If my son, RANDAL C. VATHIS, is not living at the time of distribution, his share shall be divided equally between Page 3 .---, . t //" . r/ '! . VICTORIA E ERE or STEPHANIE FLACK, or, if either of them is not living at the time, the share of my deceasecl daughteT shall be paid to her then living issue, per stirpes, I intentionally make no provision for issue of my son, RANDALL C. V ATHIS If any beneficiary has not attained the age of twenty-five (251 years at the time of distribution, his or her share shall be held in Trust, to be administered and distributed as provided in subparagraph (c). (c) The Trustee shall pay to or for the benefit of that issue (the "Beneficiary") in convenient, at least quarterly installments, all of the net income. The Trustee shall also pay to or for the benefit of the Beneficiary so much of the principal of his or her Trust as the Trustee, in the sole discretion of the Trustee, considers necessary to maintain the Beneficiary in the proper station in life, including proper support, maintenance, medical care and college or higher education. Upon the attainment of the age of twenty-five (25) years by the Beneficiary, the Trust shall terminate and the Trustee shall distribute to the Beneficiary all of the assets of the Trust. Should the Beneficiary die before final distribution of the assets of his or her Trust, but be survived by issue, the Trustee shall quarterly pay the net income from his or her Trust to or for the benefit of his or her issue, per stirpes, living at each time of quarterly distribution. As soon as anyone of the Beneficiary's issue attains the age of twenty-one (21) years, but in no event later than twenty (20) years following the death of the Beneficiary, the Trustee shall distribute the principal to the then living issue of the Beneficiary, per stirpes. Should the Beneficiary die before final distribution and not Page 4 : f. )( .' )' . I ~! / ,~' be survived bv issue. thE' provisions of subsection Id I of this Item shall apply (di If, before final distribution of the assets of any Trust established for thE' issue of a deceased child, there is no living beneficiary of that Trust, it shall terminate. The principal of the Trust shall be added to the other Trusts created under this Will for the benefit of the other issue of my deceased child. A per stirpital share shall be allocated for each Trust. If any Trust created for issue of a deceased child had previously been terminated, the beneficiary who received payment of the principal of that Trust shall be considered a "Trust" for the purpose of this paragraph, and one share shall be paid directly to that beneficiary. If that beneficiary is deceased, his or her share shall be paid to his or her then living issue, per stirpes. ITEM VI: No part of the income or principal of any Trust created by this Will shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiarv prior to his or her actual receipt of income or principal distributed. The Trustee shall pay the net income and the principal to the beneficiaries specified by me, as their interests may appear, without regard to any attempted anticipation, pledging or assignment, and without regard to any claim or attempted levy, attachment, seizure or other process against the beneficiary. ITEM vn: The Executor and the Trustee shall each possess the following powers, each of which may be exercised in a fiduciary capacity only: Page 5 '-;-). -/1 / l. Page 6 (a) To retain an" investments 1 have at my death, including specifically those consisting of stock of any banl; even if I have named that bank as the Executor or Trustee, (bl To vary investments, and to invest in bonds, stocks, notes, real estate mortgages or other securities or in other property, real or personal, without being restricted to so-called "legal investments", and without being limited by any statute or rule of law regarding investments by fiduciaries, Cc) In order to divide the principal of a Trust or for any other purpose, including final distributions, the Executor and Trustee are authorized to divide and distribute personal property and real property, partly or wholly in kind, and to allocate specific assets among beneficiaries and Trusts so long as the total market value of each share is not affected by the division, distribution or allocation in kind. The Executor and Trustee are each authorized to make, join in and consummate partitions oflands, voluntarily or involuntarily, including giving of mutual deeds, or other obligations, with as wide powers as an individual owner in fee simple. (d) To sell either at public or private sale real and personal property severally lIr in conjunction with other persons, and to consummate saleCs) by deed(s) or other instrumentCs) to the purchaser(s), conveying a fee simple title. No purchaser shall be obligated to see to the application of the purchase money or to make inquiry into the validity of any saleCs). The Executor and Trustee are authorized to execute, acknowledge and deliver deeds, assignments, options or other writings as necessary or convenient to any of the power conferred upon the Executor and Trustee. .-' -f). l,'// ! ';... lei To mortgage real estate, and tc make leases of real estate. (fI To borrow money from any person, including the Executor or Trustee, to pay indebtedness of mine or of my estate, expenses of administration or inheritance, legacy, estate and other taxes, and to assign and pledge assets of my estate or any Trust established by this Will. (g) To pay all costs, taxes, expenses and charges in connection with the administration of my estate or any Trust established under this Will. (h) To make distributions of income and of principal to the proper beneficiaries, during the administration of my estate, with or without court order, in such manner and in such amounts as the Executor deems prudent and appropriate. (i) To vote shares of stock which form a part of my estate or any Trust established under this Will, and to exercise all the powers incident to the ownership of stock. (j) To unite with other owners of property similar to property in my estate to carry out plans for the reorganization of any company whose securities form a part of my estate. (k) To disclaim any interest in property which would devolve to me or my estate by whatever means, including but not limited to the following means: as beneficiary under a will, as an appointee under the exercise of a power of appointment, as a person entitled to Page 7 ".-"- ,. '/' f./; I I / L- take by intestacy, as a donee of an inter VlVOS transfer, and as '" donee under a third-party benenciar" contract (l! To prepare, execute and file tax returns of any type required by applicable law, and to make all teu: elections authorized by law. (m) To employ custodians of property, investment or business advisors, accountants and attorneys as the Executor or Trustee deems appropriate, and to compensate these persons from assets of my estate or trust, without affecting the compensation to which the Executor and Trustee are entitled. (n) To divide any Trust created in this Will into two or more separate Trusts so that inclusion ratio for purposes of the generation- skipping transfer tax shall be either zero or one, in order that an election under Section 2652(a)(3) of the Internal Revenue Code may be made with respect to one of the separate Trusts, or for any other reason. (0) To do all other acts in their judgment necessary or desirable for the proper and advantageous management, investment and distribution of the estate and Trusts established under this Will. ITEM VIII: The Trustee is authorized to distribute principal and/or income in anyone or more of the following ways if the Trustee, in the sole discretion of the Trustee, considers the beneficiary unable to apply distributions to the beneficiary's own best interests, or if the beneficiary is under a legal disability: /-,// Page 8 la i Directly to thc. beneficiary: (bi To the Legal Guardian or Conservator of the beneficiary: (c) To the Trustee, or to another person selected by the Trustee, as custodian under the Pennsylvania Unifo= 'Transfers to Minors Act as to a beneficiary under the age of twenty-one (21) years; (d) To a relative of the beneficiary, to be expended by that relative for the benefit of the beneficiary; or (e) By directly applying distributions for the benefit of the beneficiary. ITEM IX: Any person who has died at the same time as I have, or in a common disaster with me, or under such circumstances that the order of our deaths cannot be established by proof, or within thirty (30) days of my death, shall be deemed to have predeceased me. ITEM X: I appoint my wife, BARBARA G. VATHIS, to be the Executrix, herein "Executor". In the event of her death, inability or refusal to serve as Executor or Trustee, I appoint my daughter, VICTORIA E. ERB, to serve as Executor or Trustee, or both. In the event of her death, inability or refusal to serve as Trustee of any Trust for issue of a deceased beneficiary, I appoint the living parent of the beneficiary to be Trustee. The Page 9 \. '! (c 1 ,. Executor and Trustee are specifically relieved from the obligation of filing bond or entering security. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding nine (9) pages, at the end of each page of which I have also set my initIals for greater security and better identification this b( 'fJ day or"/J1~, :9 cr1 ~ ;.- / /:t' -' i I ,,/ \ ;r-; //' r , . ;'f/.I' 1/?1 r,(.... \ ....4.Ai. I t/ I./l," PMJL V ATHI (SEAL) We, the undersigned, hereby certifY that the foregoing Will was signed, sealed, published and declared by PAUL V ATEIS as his Last Will and Testament, in the presence of us, who, at his request and in his presence and in the presence of each other, have hereunto set our hands and seals the day and year first above written, and we certifY that at the time of the execution thereof, PAUL VATEIS was of sound and disposing mind and memory. C07Jfr{'~11'},UY"-: (SEAL) ReSidingat!-; t>- I T.Ly~y lk"( " )' " 'if /J' '-~,~,/J~I II, i./ IF'" r::' r:," \ t--\, I 1- "~"--f /~.-/j j/!- ' /I.~/z /... "i /;~~ 'J'l h/; '_f/~ f H1.i<f':..d!.//i .,k:4/~~eSEAL) Residing at V-Lk;:j r/rj:JJ!i::t::l./ Jx;V' ,,=. - . , \,j10:'~_Uwcg1./f!; /?::""" - -7 r, </1' r-j) 'f) b ,I))' ,,//J,C _ I ,(.< / _ j , _ '"' f !-~J , , A ,~, ":')' (SEAL) lW,i<jjng ~t ;JIC' J L '" < Le! ~H!" ~ '" , !i'-- I) , .. \ I i i,.r- ') '-, ;71/, / c' ::? 11 ,/ ';-cr" ,(, "- 0< C"./, _O'~i ( \ 'i ,Lt..-,,"\(J ',/'-t _ -...2} J ~ ',1 \ ) ..~/ ACKNOWLEDGMENT ~I , , I COMMONvVEALTH OF PENN81'LVANIA " , /~)/" ! ../' . COUNTv OF ,,\.1", /'J' ,if I . 1 .I \.,' L( ,( i...f--' rv.- -,,[.,'! ) ) S8: ) ,. I, PAUL VATHIS, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willinglY;,~igned i~free ;' d voluntary act for the purposes therein e:l..1lress4ld.~ ;j)" ./ , /' 1/ I I' , ''', J cC I . )'" I, 7 i;J/ / \ f l/v' '-_/ \ I (SEAL) pALJL VATHIS Swom to and subscribed before his c, cc/J( d f me,t >'i /> ay 0 r V-h1' v:'I 19(1 i \ t':...,C 'C'~ "- "" i. /1 /7, ~- ,/ / '" J //1 c~, ' ~ /A/'j '( \ c' )/7~ --::/i / /;;(I'd ' /,'/{'I/17 ,,-, --f-ffL-~ -yt-'" L-- / NotMY Public ' My Cammission Expires: NOTARIAL SEAL MARGARET L BOYD, Notary Public CIty of Hamsburg, Dauphin County My CommissIon Exj:~res ..lune 27 2000 '--. . (SEAL) AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA J COUNTY OF /i Ir; , , j)" , --<, _...../ it,,-_c./! I / 88: ", //- \ " _'_~-""__\r'----' ',. ,'",:- - We, _ I! L {<-It A-. ~"--J(-:T~'~ 'i>'( [,' 1< ,c.-'-J ~;~,/:> /" and (: , Co, / /' (\ . _ \ . cl L(_)!!;" ~/ r i' !:~" ':,Jthe WItnesses whose names are sIgned to the \ ,'~- attach'ed or foregoinginstrument, being duly qualified according to law, do depose and say that we were present and saw PAUL VATHI8, sign and execute the instrument as his Last Will and Testament; that PAUL VATHIS signed willingly and that he executed the Will as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of PAUL V ATHIS signed the Will as Witnesses; and that to the best of our knowledge PAUL V ATHIS was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence, ,- ,),Ctf::;.' i1 t "j~' '77 ,. /'','/>:<'/':-'/'-;1"".-' 1:/,( -'~~ ;(' i '.:.!;-;~"1,:;:~::> , ,'{<.',.,..lJ'........-. I,. : ~_-'~'-L____ ~. ./ -.<.' ( 111'~ /"" . ",1'//"- U -',!--i" >--t-j~'/" v/ [/' r71. _ ,j /' I. /1> /., ,~- ..J I..,....- Witne-si1// I ~' ,5 /i ( (/I,Vi; -. \ \ ...J Witness sf) (. <t: (",r:k~ ') Witnes~ - J' '-., Swom to and \lubscribed before me this 0r' day of ;-1!J ({/L";cX , 19f7, 7 (j/'J/ij.. ,1/ /) '-n v:i.1fa/,-at ti' /j;{/~/['~ 'I I N(ltary Public (SEAL) NO I ARiAl SEAL ~ARGARET L. BOYD, Notary Publio ......lty of ~ar~lsburg, Dauphin County Mv CommISSIon Ex ires June 27. 2000 My Commission Expires: 94677 1 Register of Wills of Cumberland County, Pennsylvania ~~ ~;~ ~ ~ INVENTORY Estate of Paul Vathis also known as No. 21-02-1152 Date of Death 12/10/02 Deceased Social Security 202-16-0700 No. Barbara G. Vathis Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this Inventory are true and correct. 1/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of attorney: Elyse E. Rogers i, ~ L - LD. No.: 41274 ~~~ address 415 Fallowfield Road, Suite 301 Camp Hill, PA 17011 Telephone 717-612-5801 Personal Representative: Barbara G. Vathis Dated: ~~,$"~(,7 DESCRIPTION VALUE 1. 5101 Inverness, Mechanicsburg, PA joint as tenants in common with Barbara Vathis 2. Vanguard PA Tax Ex Money Market Account #09906140094 3. Associated Press Death Benefit 4. AAA Refund 5. Photart Royalties 6. Final paycheck/expense check See attached sheets TOTAL $117,500.00 $156,497.96 $ 10,000.00 $ 53.00 $ 60.00 $ 6,900.93 $ 736,012.91 (Attach Additional Sheets If Necessary) NOTE: The Memorandum ofrealestateoutsidetheCommonwealthofPennsylvaniamay,attheelectionoftheper;onalrepresentative,includethevalueofeachitem, but such figures should not be extended into the total of the Inventory. form RW-7 (Dauphin County) -Rev. 9/92 REV-1503 EX + (1-97 ) SCHEDULE B ~OMIviGNWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Vathis, Paul 21-2002-1152 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t. American Century #022-001638860 33,904.24 Per statement 2 1368 certificate shares and 1347.619 plan shares of Colgate 72,900.79 Palmolive Company owned as tenants in common with decedent's surviving spouse, Barbara G. Vathis Plan shares per statement - per share value is correct per Internet Total shares 2,715.619 3 1200 certificate shares and 5.628 plan shares of Intel 10,916.96 Corporation owned as tenants in common with decedent's surviving spouse, Barbara G. Vathis Value per share per Internet Total shares 1205.628 4 92 certificate shares and 99.863 plan share as of 9/20/02 of 7,655.21 International Business Machines owned as tenants in common with decedent's survivings spouse, Barbara G. Vathis Per share value per Internet Shares correct per statement Total shares 191.863 SlJanus Twenty Fund Account #202465721 I 11,450.10 Per 1/7/03 letter 6 411 certificate and 151.4335 plan shares of Mellon Bank 7,712.35 Corporation owned as tenants in common with decedent's surviving spouse, Barbara G. Vathis Per share value per Internet Total shares 562.4335 7 700 certificate and 74.966 plan shares of Merck & Co. Inc. 22,816.94 owned as tenants in common with decedent's surviving spouse, Barbara G. Vathis Total shares 774.966 Per 1/7/03 letter from Merck Value per Internet 8 161 shares of Met Life at $26.46/share + 4,260.06 Value per Internet 9I 100 shares in certificate form and 150.2772 plan shares of I 1,765.73 Total from continuation pages.... 271,618.64 TOTAL (Also enter on line 2, Recapitulation) $ 445 , 0 O1 . 02 2wasss 3.000 (If more space is needed, insert additional sheets of the same size) Estate of: Vathis, Paul • ~ Schedule B -- Stocks & Bonds Item No. Description 9 Sprint Corporation FON Group owned as tenants in common with decedent's surviving spouse, Barbara G. Vathis Total shares 250.2772 Per 1/13/02 letter from Sprint Value per Internet 10 114 shares of Sprint Corporation PCS Group owned as tenants in common with decedent's surviving spouse, Barbara G. Vathis Per MS Money Total shares 114 Per 1/13/03 letter from Sprint Value per Internet Page 2 21-2002-1152 Value at Date of Death 276.45 11 5244 shares in certificate form and 11,006.6223 plan shares of 136,830.24 The Walt Disney Company owned as tenants in common with decedent's surviving spouse, Barbara G. Vathis Per Internet/letter of 2/20/03 Total shares 16,250.6223 12 The Vanguard Group Fund #77, account #9906140094 - Vanguard PA 134,511.95 Long-Term Tax-Exempt Fund Per 1/16/03 letter TOTAL. (Carry forward to main schedule) 271,618.64 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT KEEPER WOOD ALLEN &RAHAL LLP 415 FALLOWFIED ROAD SUITE 301 CAMP HILL, PA 1 701 1-4906 fold ESTATE INFORMATION: ssN: 2o2-i6-o~o0 FILE NUMBER: 2102-1 152 DECEDENT NAME: VATHIS PAUL DATE OF PAYMENT: 09/ 1 2/2003 POSTMARK DATE: 09/10/2003 COUNTY: CUMBERLAND DATE OF DEATH: 12/10/2002 REV-1162 EiXll 1-961 NO. CD 003005 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 53,719.87 TOTAL AMOUNT PAID: REMARKS: BARBARA VATHIS C/O KEEPER WOOF ALLEN &RAHAL LLP CHECK# 1331 SEAL INITIALS: SK RECEIVED BY: DONNA M. OTTO 53,719.87 DEPUTY REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 28D601 HARRISBURG, PA 17128-0601 ELYSE E ROGERS KEEPER ETAL 415 FALLOWFIELD CAMP HILL COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 E% ~FP (R1-OS) DATE 10-27-2003 ESTATE OF VATHIS PAUL DATE OF DEATH 12-10-2002 FILE NUMBER 21 02-1152 COUNTY CUMBERLAND ESQ ~ ACN 101 Amount Remitted RD 30 PA 1701 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION 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 VATHIS PAUL FILE N0. 21 02-1152 ACN 101 DATE 10-27-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate ( Schedule A l (1) 117 , 5 0 0 . 0 0 NOTE : To insure proper 2. Stocks and Bonds (Schedule B) (2] 445, 001.02 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3l .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 173, 511.89 tax payment. 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) (7) 297, 820.25 8. Total Assets (g) 1,033,833.16 APPROVED DEDUCTIONS AND EXEMPTIONS: 20, 031.13 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) [9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 252.50 11. Total Deductions (11) 20.283.63 12. Net Value of Tax Return (12) 1,013,549.53 13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J ) (13) .00 14. Net Value of Estate Subject to Tax (14) 1,013,549.53 NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 498,137.25 X 00 = . 00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 515,412.28 X 045. 23,193.55 17. Amount of Line 14 at Sibling rate (17) .00 X 12 .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 .00 19. Principal Tax Due (lq)= 23,193.55 TAY r1DCTTTC. DATE NUMBER + INTEREST/PEN PAID (-) AMOUNT PAID 03-04-2003 CD002247 973.68 18,500.00 09-10-2003 CD003005 .00 3,719.87 TOTAL TAX CREDIT 23,193.55 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral] beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth 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 NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an ^Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 CTT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing ta: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet ^Instructions for Inheritance Tax Return for a Resident Decedent^ (REV-15017 for an explanation of administratively correctable errors. DISCDUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. 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 which became delinquent before January 1, 1982 bear interest at the rate of six (6%l percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year tc calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20% .000548 1987 9% .000247 1999 7% .OOD192 1983 16% ,000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .000247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000164 1986 10% .000274 1995-1998 9% .000247 2003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becones delinquent will reflect an interest calculation tc fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must he calculated. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 ELYSE E ROGERS KEEPER ETAL 415 FALLOWFIELD CAMP HILL COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN REV-463 E% AFP coi-oar DATE 11-03-2003 ESTATE OF VATHIS PAUL DATE OF DEATH 12-10-2002 FILE NUMBER 21 02-1152 COUNTY CUMBERLAND ESp ACN 201 Amount Remitted RD 30 PA 17011 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR FILES ~ ---------------------------------------------------------------------------------------------------------------- REV-483 EX AFP (01-03) ~* NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN *~ ESTATE OF VATHIS PAUL FILE N0.21 02-1152 ACN 201 DATE 11-03-2003 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) 4. Total Inheritance Tax Assessed 5. Pennsylvania Estate Tax Due TAX CREDITS: 19,429.27 22,219.87 .00 22,219.87 .00 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID ^IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 (IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) PURPOSE OF NOTICE: Tc fulfill the requirements of Section 2140 (b) of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. -- Make check or money order payable tc: REGISTER OF NILLS, AGENT. REFUND (CR): A refund of a tax credit may be requested by completing an ^Application for Refund of Pennsylvania Inheritance and Estate Tax^ (REV-13137. Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). 08JECTIONS: Any party in interest not satisfied with the assessment of tax as shown on this notice may object within sixty (60) days of receipt of this Notice 6y: --written protest to the PA Department of Revenue, Board of Appeals, Oept. 281021, Harrisburg, PA 17128-1021, OR --electing to have the matter determined at audit of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing ta: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Oept. 280601, Harrisburg, PA 17128-0601, Phone [717) 787-6505. See page 5 of the booklet ^Instructions for Inheritance Tax Return for a Resident Decedent" CREV-1501) for an explanation of administratively correctable errors. PENALTY: The 15% tax annesty 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 annesty period. This non-participation penalty is appealable in the sane Wanner and in the the sane time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Far dates of death on or after 10-3-91, Pennsylvania Estate Tax based on the Federal Estate Tax return hecomes delinquent at the expiration of nine (097 months from the date of death. For dates of death prior to 10-3-91, Pennsylvania Estate Tax based on the Federal Estate Tax return hecomes delinquent at the expiration of eighteen (18) nanths from the date of death. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%l percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on or after January 1, 1982 will hear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Oepartnent of Revenue. The applicable interest rates for 1982 through 2003 era: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZO% .000548 1987 9% .000247 1999 7% .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .000247 1985 13% .000356 1993-1994 7% .OOD192 2002 6% .000164 1986 10% .000274 1995-1998 9% .000247 2003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (157 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. a~ . , REV-1470 FX (6-88i COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 ENT'S NAME INHERITANCE TAX EXPLANATION OF CHANGES MBER Vathis, Paul 2102-1152 REVIEWED BY ACN Department of Revenue 201 ITEM SCHEDULE NO. EXPLANATION OF CHANGES The maximum "State Death Tax Credit' has been recalculated according to the revisions to the Pennsylvania Estate Tax as revised by ACT 89 of 2002. This revision is effective for decedents dying on or after July 1, 2002. Row Page 1 COHHONNEALTH OF PENNSYLVANZA BUREAU OF ZNDZVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DEPT. 28060! NOTZCE OF DETERHZNATZON AND HARR/SBURG, PA 17128-0601 ASSESSHENT OF PENNSYLVANZA ESTATE TAX BASED ON FEDERAL CLOSZNG LETTER REV-?S6EXAFP(DI-02) ~'-"'* DATE 0~-26-2004 ESTATE OF VATHZS PAUL DATE OF DEATH 12-10-Z002 ~ COUNTY CUMBERLAND ELYSE E ROGERS ESQ ACN 202 KEEFER ETAL 415 FALLOWFIELD RD ~0~,i Amount Remi~od CAHP HZLL PA~i~ot'r HAKE CHECK PAYABLE AND REHZT PAYMENT TO: REGZSTER OF NZLLS CUMBERLAND CO COURT HOUSE CARLZSLE, PA 17015 NOTE: To insure proper crmdi~ ~o your accoun~ submi~ ~ho upper portion of ~his form w~h your ~ax payment. CUT ALONG THZS LZNE ~'* RETAZN LONER PORTZON FOR YOUR FZLES REV-736 EX AFP (01-02) ~N NOTZCE OF DETERHZNATZON AND ASSESSHENT OF PENNSYLVANZA ESTATE TAX BASED ON FEDERAL CLOSZNG LETTER ESTATE OF VATHZS PAUL FZLE NO.Z1 02-1152 ACN 202 DATE 04-26-2004 ESTATE TAX DETERHZNATZON 1. Credi~ For S~a~e Death Taxes as Verified .00 2. Pennsylvania Znher~ance Tax Assessed 22,219.87 (Excluding Discount and/or Interest) ~. Inheritance Tax Assessed by O~her S~a~es .00 or Territories of ~he United S~a~es (Excluding Discoun~ and/or Zn~eres~) 4. To~al Znheri~ance Tax Assessed ZZ~Z19.87 5. Pennsylvania Estate Tax Due .00 6. Amount of Pennsylvania Estate Tax Previously Assessed ~ased on Federal Estate Tax Return .00 7. Additiona! Pennsylvania Estate Tax Due .00 TAX CREDZTS PAYMENT RECEIPT D~SCOUNT (+) AHOUNT PAID DATE NUH~ER INTEREST/PEN PAZD (-) TOTAL TAX CREDZT .00 BALANCE OF TAX DUEI . O0 :iNTEREST AND PEN. . O0 TOTAL DUE . O0 "ZF PAZD AFTER THZS DATE~ SEE REVERSE STDE (ZF TOTAL DUE TS LESS THAN $1~, NO PAYMENT TS RE{)UZRED FOR CALCULATZON OF ADDZTZONAL ZNTEREST. TF TOTAL DUE ZS REFLECTED AS A "CREDZT' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS.) PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act ZS of ZOO0. (72 P.S. Section 9140). PAYHENT: Detach the top portion of this Notica and submit with your paymant to the Register of Hills printed on tho reverse side. -- Hake check or money order payable to: REGISTER OF #ILLS, A~gNT. REFUND (CR): A refund of a tax credit say be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available at the Office of the Register of Hills) any of the ZS Revenue District Offices or fram the Department's Z4-hour ansaering service for forms ordering: 1-BOO-S6Z-Z050; services for taxpayers aith special hearing and/ar speaking needs: 1-600-447-SOZ0 (TT only). OBJECTIONS: Any party in interest not satisfied with the assessment of tax as shoan on this notice may object within sixty (60) days of receipt of th~s Notice by: --~rJtten protest to the PA Department of Revenue) Board af Appeals~ Dept. ZB10Zl~ HarrJsburg~ PA 171ZS-10Zl~ OR --electing to have the matter determined at audit of the personal representatJve~ OR --appeal to the Orphans' Court ADH~N- ~STRAT~VE CORRECTIONS: Factual errors discovered on this assesseent should be addressed Jn ~rJtJng to: PA Department of Revenue, Bureau of ~nd~vJdual Taxes~ ATTN: Post Assessment RevJe~ Unit) Dept. Z80601~ HarrJ~urg) PA 171Z8-0601~ Phone (717) 787-6505. See page 5 of the booklet "~nstruct~ons for ~nherltance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. PENALTY: The 15Z tax amnesty non-participation penalty Js computed an the total of the tax and ~nterest assessed) and not pa~d before January 16) 1996~ the first day after the end of the tax aenesty per~od. Th~s non-participation penalty ~s appealable Jn the ~e manner and Jn the the same time period as you ~ould appeal the tax and interest that has been assessed as ~ndJcated on this notice. ZNTEREST: Additional Pennsylvania Estate Tax assessed as a result of a change on the Federal Estate Tax closing letter becomes delinquent at the expiration of one (1) month from the date the f~nal notice of the increase Jn Federal Estate Tax ~s received. Taxes ~hJch became delinquent before January 1) 19aZ bear ~nterest at the rate of s~x (6Z) percent per annum calculated at a daily rate of .000164. All taxes ~hJch became delinquent on or after January 1) 1982 ~11 bear interest at a rate ~hJch ~11 vary from calendar year to calendar year ~J~ that rate announced by ~e PA Department of Revenue. The applicable 1nterest rates for 198Z through Z00~ are: Interest Daily Interest Daily ~nterest Dally Year Rate Factor YeBF Rate Factor Year Rate Factor 19~Z ZO~ .000546 1988-1991 11Z .000~01 ZOO1 9Z .000Z~7 198~ 162 . O00~B 1992 9Z . O00Z~7 ZOOZ 6Z .00016~ 198~ 11~ . DOOS01 199S-199~ 7Z . OO019Z ZOO5 5~ .000157 1985 15~ .000556 1995-1998 9Z . O00Z~7 zoa~ ~Z .000109 1966 10~ .O00ZT~ 1999 7~ .000192 1987 9Z .gODlY7 ZOO0 8~ .000219 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAIL~ INTEREST FACTOR --Any Notice issued after the tax becomes delinquent ~ill reflect an interest calculation to fifteen {15~ days beyond the date of ~e assessment. If payment is made after the ~nterest computation date sho~n on the Notice~ additional interest must be calculated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Paul Vathis Date of Death: December 10, 2002 Will No. Admin. No. 21-02-1152 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate. 1. State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: May 2005 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes __ No __ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Elvse E. Rogers, Esquire Name (Please type or print) ;~ ~ 415 Fallowfield Road, Suite 301 ..... Address Camp Hill, PA 17011 (717) 612-5801 Telephone Capacity: __ Personal Representative X Counsel for Personal Representative Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/01/2005 ROGERS ELYSE E 415 FALLOWFIELD ROAD SUITE 102 CAMP HILL, PA 17011-4906 RE: Estate of VATHIS PAUL File Number: 2002-01152 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This fil'ing is due by: 12/10/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, Ln '/' Sc:,.,.. ;' 6/?t4A1~ ~ ,",pwe.v h"'"<<_ 0'"' GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge \/I:- STATUS REPORT UNDER RULE 6.12 Name of Decedent: Paul Vathis Date of Death: December 10, 2002 Will No. Admin. No. 21-02-1152 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate. 1. State whether administration of the estate is complete: Yes~ No 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 No~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes ~ No_ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: /' /(.--J-o':) fi:u[ ~ Signatur~ Elvse E. Rogers, Esquire Name (Please type or print) (, ~ 415 Fallowfield Road, Suite 301 Address Camp Hill, PA 17011 C,--J (717) 612-5801 Telephone Capacity: _ Personal Representative X Counsel for Personal Representative V't'