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Home My WebLink About03-0919PETITION FOR PROBATE and GRANT OF LETTERS Estate of PAUL L. SCHLESSMAN also known as PAUL LUTHER SCHLESSMAN Social Security No. 047-07-2453 ,Deceased. No. To: l-O3-qlcl Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner is 18 years of age or older and execut or above decedent, dated June 1 2000 and codicil(s) dated named in the last will of the N/^ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at 28 Walnut Lane, Camp Hill, Pennsylvania 17011 (Lower Allen Township) (list street, number and municipality) Decedent, then 92 years of age, died October 1 ,2002, at Shepherd Choice Rehabilitation Center, Straban Township, Adams County, Pennsylvania Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate, was not the victim of a killing and was never adjudicated incompetent: N/A Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) (If not domiciled in Pa.) (If not domiciled in Pa.) Value of real estate in Pennsylvania Situated as follows: All personal property Personal property in Pennsylvania Personal property in County $ $ $ $ 999.00 .WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary_ thereon. (Testamentary, Administrator, C.T.A., Administration, d.b.n.c.t.a.) Robert M. Schlessman - 585 Funt Road, Aspers, PA 17304 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA · COUNTY OF CUMBERLAND · The petitioner(s) above named swear(s) or a£firm(s) that the statements in the £oregoing petition are true and correct to the best of' the knowledge and belie£ of'petitioner(s) and that as personal representative(s) o£ the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and sub- scribed before me this l-Jr~'( Day of [/_~c,e~,b.~,~ , 2003. Robert M. Schlessman DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, ~x~3o~k,.~m~ ...~ 2003, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s), dated __ June 1, 2000 described therein be admitted to probate and filed of record as the last will of Paul L. Schlessman a/k/a Paul Luther Schlessman And Letters Testamentary are hereby granted to Robert M. Schlessman his is to C'ertify that the inlbrmation here given is correctly copied from an original certificate of death duly filed with me as Local R.egistrar. The original certificate will be fbrwarded to the State Vital Records Office for permanent 'filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. P 8605865 Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH , /5~.,_,_ L~r~,=qr. ~N~'-~.~m.~.-~ . Male ,. 047 -- 07 -- 2453 . October 1, 2002 92 ,,, [ { [ I I Nov27 1909 I Ornown, Pa / ..... ~ ~"'~ ~ [~ ~_ I ~ I ~ /t ' I~ I~. / ' ' ~ A d a m s S t r a b a n T w ~ Shepherd Choice Rehabilitat on Center ~ ~ ~.~,~c~. ,s~) White I~. ~ · I~. le. ' °'~"?~:~W) I Manufacturin~ I ~.~ ~ I E,~ ~ IOOI ~ ule MaKer I .... , ~ t,z '- ~ '- [,~. ~'~' 12 } ....... ,,. ~dowed ~CEDENT'S MAILING ~ ~1,~. CW~ ~i Z~ C~l ~CE~NT'S Penns"lvani .c~u.~ ...~.. y a ~ ..~ m.~.~i. Lower Alle~/wp. 28 Walnut Lane a~s,~.~ ~ -'~ Camp Hill, Pennsylvania 17011 1~..~ Cumberland ~ ~ ~.~ Roy H. Schlessman ! IMOTHER'SNAMEIF'sIM'~fe'Ma'~m~'~u~ame} Ann E. Flora t Robert Schlessman ~, 585 Funt Road Aspers, Pa. 17304 [] a~b. Oct 3, 2002 ~, Norland Cemetery a,,, Chambersburg, Pa. tL22IC~ ........ "FD-014318-L t,,.. Myers Funeral Home, Inc. 37 East Main Street Mechamcsbu,g, Pa 17055 130 A~ . 1.3o~.~ ~o_JL/oz_ LICENSE NUMBER DATE SIGNED *~. SIGNATURE Af~D TITLE ~ CERTIFIEFI ' PAUL L. SCHLESSMAN I, PAUL L. SCHLESSMAN, residing at 28 Walnut Lane, Camp Hill, Pennsylvania, being of a sound and disposing mind, over the age of eighteen (18) years, and under no legal disability, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me at any other time. Article I: I direct that my Executor, hereinafter named, pay all my just debts and funeral expenses as soon after my death as practicable, including all property, state and federal death taxes assessed against me, my estate, or my beneficiaries, without proration among my beneficiaries. However, all property bequeathed or devised hereunder, either outright or in trust, is bequeathed or devised subject to existing mortgages, liens or encumbrances thereon. Article II: I give and grant unto my Executor appointed herein and his successors all the powers given under the common and statutory law of Pennsylvania at the time of my death, to be exercised in his absolute discretion, unless otherwise restricted herein, in any capacity to which such powers may be applicable. In addition to such powers, he shall have the following powers: Menges, Gent & McLaughlin, LLP Douglas H. Gent, Esquire 1157 Eichelberger Street Hanover, PA 17331 Paul L. Schlessman A. To accept in kind and retain any property which I may own at my death, without regard to any principal of diversification, and to invest and reinvest in any form of property without restriction to legal investments for fiduciaries. B. To purchase investments at a premium and, at his discretion, to charge such premium and the premium on any investments owned by me at my death either to principal or income. C. To give proxies and to join in any merger, reorganization, voting trust plan, or other concerted action of security holders affecting investments, delegating powers with respect thereto. D. To sell at public or private sale, exchange or lease for any period of time any real or personal property, and to give options for sales or leases. E. To borrow money and to mortgage or pledge any real or personal property. F. To register property in the name of a nominee or to hold property unregistered. G. To compromise claims. H. To allocate any property received or charge incurred to principal or income or partly to each, without being obliged to apply the usual rules of trust accounting. I. In investing, reinvesting, purchasing, acquiring, exchanging, and selling property for the benefit of my estate or any trust created hereunder, he shall exercise the judgment and care, under the circumstances then prevailing, that men of prudence, discretion, and intelligence exercise in the management of their own affairs, not in regard to speculation, but aul L Schlessman in regard to the permanent disposition of their funds, considering the probable income as well as the probable safety of their capital. Article III: At the time of execution of this Last Will and Testament I am widowed. Article IV: At the time of execution of my Last Will and Testament I have no children, natural, adopted or stepchildren. Article V: I hereby nominate and appoint my brother, ROBERT M. SCHLESSMAN, as Executor of this my Last Will and Testament. In the event he predeceases me or is unable to serve as Executor, then I nominate my niece, DEBORAH ANN WARCI-IOLAK, as Executrix of this my Last Will and Testament. My individual Executors shall not be required to furnish bond or surety. Article VI: I give, devise and bequeath all the rest and residue of my estate, of whatever kind and description, wherever situate, IN TRUST, to the Co-Trustees under a Trust Agreement dated June 1, 2000, executed by myself, PAUL L. $CI-ILESSMAN, as an addition to said Trust to hold upon the same terms and conditions, without any obligation to account for it as a part of my estate and subject to the court of jurisdiction in which such accounting shall be required. Paul L. Schlessman IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ ,2000. day of · ~aul L Schlessm~''~ Signed, sealed, published and declared by the foregoing Testator as and for his Last Will and Testament, consisting of four (04) pages, in the presence of us, who at his request, and in his presence, and in the presence of each other, have hereunto COMMONWEALTH OF PENNSYLVANIA : COUNTY OF YORK : I, PAUL L. SCHLESSMAN, Testator, whose name is signed to the attached or foregoing instrument, being duly qualified according to law, do hereby acknowledge that ! signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn t affirmed an~x~wledged before me by PAUL L. SCHLESSMAN, the Testator, this I°~t~r day of ,2000. au L. Schlessman My Commission expires: J Notarial Seal COMMONWEALTH OF PENNSYLVANIA : I Sharon L. Gossman, Notary Public ! _ Penn Twp., York County : [ My Commission Expires Nov. 3, 2003 COUNTY OF YORK : We,~/~ ,~o,,,),~.~' ]--/, (~ ~~ and ~-,~.~ic~ lb . [._Ct_ ~. Cl , the witnesses whos~ namL4'ar'e si~ned to the att&ched or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed and subscribed before ~y ~ ,~o ,~ I~..,~ ,~, ~.,v"/t- and ff~ ~ . I~c~-.~-C- , witnesses, this (~ay of ~n~- ,2000. Notary Publ~ic My Commission Expires:_ Notarial Seal Sharon L. Gossman, Notary Public _ Perm Twp., York County My commission Expires Nov. 3, 2003 m 1:3 ru Postage r-t Certified Fee r-I Return Reciept Fee (Endorsement Required) r-1 Restricted Delivery Fee P-R (Endorsement Required) m 1::3 $ Postmark Here Total Postage & Fees ........................... · Cal~#~ ~ 1, 2l ~ $. ~ ~te I~ 4 if.l~lib~ ~ ~ ~. · ~e can reaxn the card to you. I ~ ~ard to ~e back of ~e m~p~e, 1. A~lk~e Addreeesd ~: GENT DOUGLAS H 1157 EICHELBERGER STREE'i HANOVER PA 17331 D. mCk~l~addreaadffllrentfrom~eml? ~' 3. ,~Ceilffled~l [] 4 rl Reg~emd ri I~tum Receipt for Memhandise [] Insured Ma~ F1 C.O.D. 2. ~ l,~~_ji,,l,i,~ellp,~ii, 7003 1010 0001 1203 8229 Jun. 2. 2004 10:54AM Douglas H. Gent No,1629 P. 2 CERTIFICATION OF NOTICE UNDER RULE 5.7 Name of Decedent: Date of Death: Will No. Paul L. Schlcssman Oc~oberl,2002 21-03-919 To the Register: ,. ~. I certify that notice ol'benelicial interest required by Rule 5.7 of thC Orphm~::Court Rules I was served on or mailed to thc following beneficiaries of the abovo-caption~ estate on Name Address Robert M. Schlessman 585 Funt Road - Aspers, PA 17304 Notice has now been given to all persons entitled thereto under Rule 5.7 except: NONE DATE:.., ~' ~"'Oq.. 1157 Eicholberger Street Hanover, PA 17331 (717) 6_32-4040 CERTIFICATION OF NOTICE UNDER RULE 5.7 Name of Decedent: Date of Death: Will No. To the Register: Paul L. Schlessman October 1, 2002 21-03-919 I certify that notice of beneficial interest required by Rule 5.7 of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on Name Robert M. Schlessman Address 585 Funt Road - Aspers, PA 17304 Notice has now been given to all persons entitled thereto under Rule 5.7 except: NONE 'D~ougl-as H. %t,: E_s_quire~ . - 1157 Eichelberger Street Hanover, PA 17331 (717) 632-4040 Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/03/2004 GENT DOUGLAS H 1157 EICHELBERGER STREET HANOVER, PA 17331 RE: Estate of SCHLESSMAN PAUL L File Number: 2003-00919 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 filing will become delinquent on: 10/01/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: Paul Luther Schlessman Date of Death: 10/01/2002 Will No. Admin No. 2103-919 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: State whether administration of the estate is complete: Yes [X] No [ ] If the answer is No, state when the personal representative reasonably believes that the administration will be complete: If the answer to No.1 is Yes, state the following: Did the personal representative file a final account with the Court? Yes [ ] No [X] The separate Orphan's Court No. (if any) for the personal representative's account is: Did the personal representative state an account in all.to parties in interest? Yes [X] No [ ] Copies of receipts, releases, joinders and approval~ informal accounts may be filed with the Clerk of the Orphans CoUrt and may be attached to this.repo~t. Da~te~!~~ Douglas H. Gent Esq. 1157 Eichelberger Street Hanover, PA 17331 717/632 -4040 Capacity: Personal Representative * Counsel for personal representative Wills & Trusts * Estate Administration * Business/Corporate * Real Estate * Litigation * Elder Law * Title Insurance Douglas H. Gent, Esq. dgent~gentlaw.com Shelia A. Lake, paralegal slake~gentlaw.com September 13, 2004 Department of Revenue Bureau of Individual Taxes Inheritance Tax Division Dept. 280601 Harrisburg, PA 17128-0601 RE: Estate of Paul L. Schlessman To Whom It May Concern: With respect to the above-captioned estate, it is necessary to provide the Department of Revenue with some additional information to understand the return. The decedent had established a Revocable Living Trust during his lifetime. However, he apparently never funded the trust daring his lifetime. At the time of his death the probate assets as identified on Schedule E of the return were nominal and insufficient to pay the funeral expense and administrative expenses of the estate. The decedent was a bachelor and depended heavily upon his brother, Robert M. Schlessman, the executor and successor trustee, to handle the decedent's financial affairs. Evidently the decedent put his brother's name on all of his bank accounts as a joint owner a number of years ago. Then, approximately one to two months prior to the decedent's date of death, the decedent made a gift of his one-half interest in the accounts to his brother. These items are shown on Schedule G. The decedent's checking account remained in joint names with his brother and is shown on Schedule F. Essentially, there are no net probate assets available to flow into the Revocable Living Trust and then to the named beneficiaries. All taxes and related matters were paid by the executor out of the gift funds. If you have any questions, please do not hesitate to contact me. Sincerely, DHG:slg Enclosure 1157 Eichelberger Street, Suite 4 * Hanover, PA 17331 Phone: (717) 632-4040 * Fax: (717) 632-8020 Toll Free: (866) 632-4040 11 East Market Street * York, PA 17401 REV- 1500 EX * (6 -00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. Z80601 HARRISBURG, PA 171Z8-0601 DI CAPB HpRL EpIO CRAC KOTK ES R E C A P I T U L A T I O N C O M T I 0 N REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COUNTYCODE YEAR DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Schlessman Paul Luther 047~07-2453 DATE OF DEATH (MM-OD-YEAR) I DATE OF BIRTH (MM - DO-YEAR) 10/01/2002 11/27/1909 (IF APPLICABLE) SURV V NG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) [ 1. Original Return 2. Supplemental Return 4. Limited Estate 4a. FuturelnterestCompromlse(dateofdeathafter 1Z-lZ-8Z) 6. Decedent Died Testate 7. Decedent Maintained a Living Trust (Attach copy of WIll) (Attach copy of Trust) [~9. LItlgatlonProceeds Received [] 10. SpousaIPoverty Credit (date of death between 1Z-31-91 and 1-1-95) OFFICIAL USE ONLY NUMBER THIS RETURN MUST BE FILED IN OUPUCATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER (date of death 3. RemalnderReturn prlorto 12-13~8g) $. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes ] 11. Election to tax under Sec. 9113(A) (Attach Sch O) NAME Douglas N. Gent Esq. F[RMNAME(If~pllcable) Law Offices of Douglas N. Gent TELEPHONENUMBER 717/632-4040 COMPLETE MAILING ADDRESS 1157 Efchelberger Suite 4 Hanover, PA 17331 Street 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Oeposits& Miscerlaneous Personal Property (S} (Schedule E) 6. Jointly Owned Property (Schedule F) (6) ---] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) (1) None (2) None (3) None (4) No~! 1,700.~ 4,389.94 78,838..64 8,497.00 2,930.88 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (8) (11) (12) (13) (14) OFFICIAL USE ONLY :64,929.08 11,427.88 73,501.20 73,501.20 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxabre at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) X .0 0 16. Amount of Line 14 taxable at lineal rate 0.00 X .0 45 17. Amount of Line 14 taxable at sibling rate 73,501.20 X .12 18. Amount of Line 14 taxable at collateral rate X .15 19. Tax Due (15) (16) (17) (18) (19) 0.00 0.00 8,820.14 0.00 8,820.14 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev, 6-00) Decedent's Complete Address: STREET ADDRESS 28 Walnut Lane CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 8,820.14 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits ( A + B + C ) (2) O. O0 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) O. O0 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) 0. O0 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 8,820.14 A. Enter the interest on the tax due. (SA) 524.43 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) 9,344.57 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Old decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ......................... ~] ~'~ b. retain the right to designate who shall use the property transferred or its income; ........... c. retain a reversionary interest; or .................................... d. receive the promise for life of either payn-~nts, 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 contains a beneficiary designation? ................................ [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of peri ury, I declare that I have examined this return, Including accompanying sc hedules and statements, and to the best of my knowledge and belief, It Is true, correct and complete. Declaration of preparer other than the personal representative Is based on ali Information of which preparer has any knowledge. SIGNATUREOFPERSONRESPONSIBLEFORFILINGRETURN Robert H. Schlessman DATE ;- ............................. / / \ / ~_ /' k/ -- _,~ .... 1157 Etchelber~er Street ............................ survivin9 spouse is 3% [72 P.S. 9116 (a) (1.1) (i)]. parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. [72 P.S. 9116(aX1)]. REV- 1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Paul Luther Schlessman SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SS# 047-07-2453 10/01/2002 FILE NUMBER Include theproceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 2 3 4 Proceeds from sale of lathe Proceeds from sale of drill press Proceeds from sale of household items social security check TOTAL (Also enter on line 5, Recapitulation) 250.00 75.00 510.50 865.00 1,700.50 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1508 EX (Rev. 1-97) REV- 1509 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OECEDENT ESTATE OF Paul Luther Schlessman SCHEDULE F JOINTLY-OWNED PROPERTY SS# 047-07-2453 10/01/2002 FILE NUMBER If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A.Robert M. Schlessman brother 585 Funt Road Aspers, PA 17304 JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM :OR JOINT' MADE Include name of flnarmJal Institution and bank account number or similar Identifying number, DATE OF DEATH DECD'S VALUE OF NUMBEF TENANT JOINT Attach deed for Jointly- held real estate. VALUE OF ASSET INTEREST )ECEDENT'S INTERE! 1 3oint w/Robert M. 8,779.88 50.007~ 4,389.94 Schlessman - Joint checking ~cct #610071-695-3 TOTAL (Arso enter on line 6. Recapitulation) $ 4,389.94 0f more space is needed insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1509 EX (Rev. 1 REV* 1510 EX + (1-97) SCHEDULE G INTER-VIVOS TRANSFERS & I COMMONWEALTH OF PENNSYLVANIA I NHERITANCETAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Paul Luther Schlessman SS~/ 047-07-2453 10/01/2002 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes, DESCRIPTION OF PROPERTY % OF ITEM INCLUDE THE NAME OF THE TRANSF EE THEIR RELATIONSHIP TO DECEDENT AND THE D~rf~ Or TRANSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NUMBER ATTACH ACOPYOF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 1 Robert M. Schlessman - gift 14,649.31 100.00% 14,649.31 of 1/2 of Citizens Bank Savings Acct ~6140-171369 2 Robert M. Schlessman - gift 17,068.08 100.00~ 17,068.08 of 1/2 of Citizens Bank CD #6140-700272 3 Robert M. Schlessman - gift 50,121.25 /00.00 3,000.0£ 47,121.25 of 1/2 of Citizens Bank CD #6140706114 TOTAL (Also enter on line 7, Recapitulation) $ 78,838.64 (If more space is needed, insert additional sheets of the same size) Copyright(c) 1996 formsoftware only CPSystems, Inc. Form REV-1510 EX (Rev. 1-97) REV - 1511 EX * (1 - 97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT ESTATE OF Paul Luther Schlessman SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS SS# 047-07-2453 10/01/2002 FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 minister honorarium Myers Funeral Home - funeral expense Myers Funeral Home - funeral services ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney's Fees Law Offices of Douglas H. Gent Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Commission on sale of household contents cash pa~anents to neighbors for clean-up and other help TOTAL (Also enter on line 9, Recapitulation) 150.00 2,000.00 5,302.50 500.00 74.00 170.50 300.00 8,497.00 (if more space is needed, insert additional sheets of the same size) Copyng ht (c) 1996 form software orfly CPSystems, Inc. Form REV- 1 S11 EX (Rev. 1-97) REV-lSlZ EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE T~0( RETURN RESIDENT DECEDENT ESTATE OF Paul Luther Schlessman SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SS~/~ 047-07-2453 10/01/2002 FILE NUMBER Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 2O 21 Comcast Cable - final cable bill Cumberland County Office of Aging - misc Cumberland County Office of Aging - mtsc Dr. Kandor - medical expense Holy Spirit Hospital - medical expense Holy Spirit Hospital - medical expense Internists of Central Pa - medical expense Keystone Pod Med - medical expense Kunkel Surgical Group - medical expense Lower Allen Township -misc Lower Allen EMS - ambulance services Moffttt Heart Group - medical expense Moffitt Heart Group - medical expense Orthopedic Institute - medical expense Pa. Am. Water - misc PPL Electric - final electric bill Quantum Imaging - medical expense Quantum Imaging - medical expense Verfzon - final phone bill W.S.Anesthesia - medical expense W.S. Transport - ambulance service TOTAL (Also enter on line 10, Recapitulation) 36.93 39.03 35.68 72.99 728.99 862.00 275.52 22.32 172.77 67.50 42.98 28.76 10.38 183.90 10.61 29.00 19.18 123.73 27.34 17.62 123.65 $ 2,930.88 (if more space is needed, insert additional sheets of the same size) Copyright(c) 1996 form software only CPSystems, Inc. Form REV-ISIZ EX {Rev. 1-97) REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENTDECEDENT ESTATE OF Paul Luther Schlessman NUMBER SCHEDULE J BENEFICIARIES SS~/ 047-07-2453 10/01/2002 RELATIONSHIP TO DECEDENT NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) TAXABLE DISTRIBUTIONS [Include outright spousa] distributions, and transfers under Sec. 9116(aX1 Robert M Schlessman BROTHER 585 Funt Road Aspers, PA 17304 FILE NUMBER II. AMOUNT OR SHARE OF ESTATE Residuary Estate ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the sane size) Copyrlg ht (c) ZOO0 form software only The Lackner Group, Inc. Form REV- 1 $13 EX (Rev. 9-00) OF PAUL L. SCHLESSMAN I, PAUL L. SCHLESSMAN, residing at 28 Walnut Lane, Camp Hill, Pennsylvania, being of a sound and disposing mind, over the age of eighteen (18) years, and under no legal disability, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me at any other time. Article I: I direct that my Executor, hereinafter named, pay all my just debts and funeral expenses as soon after my death as practicable, including all property, state and federal death taxes assessed against me, my estate, or my beneficiaries, without proration among my beneficiaries. However, all property bequeathed or devised heretmder, either outfight or in trust, is bequeathed or devised subject to existing mortgages, liens or encumbrances thereon. Article II: I give and grant unto my Executor appointed herein and his successors all the powers given under the common and statutory law of Pennsylvania at the time of my death, to be exercised in his absolute discretion, unless otherwise restricted herein, in any capacity to which such powers may be applicable. In addition to such powers, he shall have the following powers: Menges, Gent & McLaughlin, LLP Douglas H. Gent, Esquire 1157 Eichelberger Street Hanover, PA 17331 Paul L. Schlessman A. To accept in kind and retain any property which I may own at my death, without regard to any principal of diversification, and to invest and reinvest in any form of property without restriction to legal investments for fiduciaries. B. To purchase investments at a premium and, at his discretion, to charge such premium and the premium on any investments owned by me at my death either to principal or income. C. To give proxies and to join in any merger, reorganization, voting trust plan, or other concerted action of security holders affecting investments, delegating powers with respect thereto. D. To sell at public or private sale, exchange or lease for any period of time any real or personal property, and to give options for sales or leases. E. To borrow money and to mortgage or pledge any real or personal property. F. To register property in the name ora nominee or to hold property unregistered. G. To compromise claims. H. To allocate any property received or charge incurred to principal or income or partly to each, without being obliged to apply the usual rules of trust accounting. I. In investing, reinvesting, purchasing, acquiring, exchanging, and selling property for the benefit of my estate or any trust created hereunder, he shall exercise the judgment and care, under the circumstances then prevailing, that men of prudence, discretion, and intelligence exercise in the management of their own affairs, not in regard to speculation, but in regard to the permanent disposition of their funds, considering the probable income as well as the probable safety of their capital. -Article III: At the time of execution of this Last Will and Testament I am widowed. Article IV: At the time of execution of my Last Will and Testament I have no children, natural, adopted or stepchildren. Article V: I hereby nominate and appoint my brother, ROBERT M. SCHLESSMAN, as Executor of this my Last Will and Testament. In the event he predeceases me or is unable to serve as Executor, then I nominate my niece, DEBORAH ANN WARCHOLAK, as Executrix of this my Last Will and Testament. My individual Executors shall not be required to furnish bond or surety. _Article VI: I give, devise and bequeath all the rest and residue of my estate, of whatever kind and description, wherever situate, IN TRUST, to the Co-Trustees under a Trust Agreement dated June 1, 2000, executed by myself, PAUL L. SCHLESSMAN, as an addition to said Trust to hold upon the same terms and conditions, without any obligation to account for it as a part of my estate and subject to the court of jurisdiction in which such accounting shall be required. · Paul L. Schlessman IN WITNESS WHEREOF, I have hereunto set my hand and seal this _ I day of '~'";~ ,2000. Signed, sealed, published and declared by the foregoing Testator as and for his Last Will and Testament, consisting of four (04) pages, in the presence of us, who at his request, and in his presence, and in the presence of each other, have hereunto sgvrY-'t~hands as witnesses thereto. 4 COMMONWEALTH OF PENNSYLVANIA : COUNTY OF YORK I, PAUL L. SCHLESSMAN, Testator, whose name is signed to the attached or foregoing instrument being duly qualified according to law, do hereby acknowledge that I s~gned and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and~acknowledged before me Testator, this 1 r~ day of ~tlJ~o , by PAUL L. SCHLESSMAN, the - -- , . _ 2000. Notary Publ'i6 My Commission expires: COMMONWEALTH OF PENNSYLVANIA · · ! Penn Twp., York County : I My Commission Expires Nov. 3, 2003 COUNTY OF YORK : iF w' -- ,., · and ltnesses whose nam~ are si~ned t the mt,,a--~ o- . . I~' ' ~Ct-- , the ~ o ......... .eu or zoregomg instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed and subscribed before mc,by ~r~ ,~o ,~ [~.~ ~,~>./~/-~ · _]~C~L-C- 'witnesses, this.~t~- ~ayof.. ~ and _,2000. My Commission Expires: V -- Notarial Seal ~ Sharon L. Gossman, Notary Public ~ Perm Twp., York County 5 LMY Commission Expire~ Nov. 3, 2003~ REVOCABLE LIVING TRUST AGREEMENT THIS TRUST AGREEMENT MADE THIS 1st day of June, 2000, by and between PAUL L. SCItLESSMAN, of 28 Walnut Lane, Camp Hill, Pennsylvania, hereinafter referred to as "Grantor", and PAUL L. SCHLESSMAN, of 28 Walnut Lane, Camp Hill, Pennsylvania, and ROBERT M. S CHLESSMAN, of 585 Funt Road, Aspers, Pennsylvania, hereinafter referred to as "Co-Trustees". ARTICLE I 1.01. Contribution of Property. The Grantor hereby transfers to the Co-Trustees, concurrently with the execution of this Agreement, certain property set forth in the Schedules attached hereto to be held upon the terms and conditions herein set forth. 1.02. Future Contributions of Proper~. The Grantor reserves the right to transfer additional assets to the Co-Trustees, during the Grantor's lifetime or by Will, and the same shall become a part of the trust estate created hereunder and shall be held upon the terms and conditions herein set forth. 1.03. Rights of Grantor and Co-Trustees in Insurance Policies. The owner of any life insurance policies payable to the Co-Trustees shall have all rights under such policies, including the right to changes the beneficiary, to receive and dividends or other earnings of such policies without accountability therefore to the Co-Trustees or any beneficiary hereunder, and may assign any policies to any lender, including the Co-Trustees as security for any loan to either Grantor or any other persons; and the Co-Trustees shall have no responsibility with respect to any policies, for the payment of premiums or otherwise. The rights of any assignee of any policies shall be superior to the rights of the Co-Trustees. 1.04. Name of Trust. This Trust shall be known as the "PAUL L. SCHLESSMAN REVOCABLE LIVING TRUST". ARTICLE II - LIFETIME PROVISIONS FOR GRANTORS 2.01. Pa merit of Income. During the lifetime of the Grantor, the Co-Trustees shall pay and distribute to the Grantor, or for the benefit of the Grantor, the entire net income, which payments shall be made to the Grantor, or for his benefit, periodically, but not less frequently than quarterly. 2.02...Payments of Principal. During the life of the Grantor, the Co-Trustees may, in their absolute discretion, pay and distribute to the Grantor so much of the principal as the Co-Trustees considers necessary, reasonable or desirable for the health, maintenance and support of the Grantor, after considering all resources available to him. 2.03. Withdrawal of Principal By The Grantor? During the life of the Grantor, the Grantor may direct in writing the Co-Trustees to permit a withdrawal of principal by the Grantor. Checks drawn on accounts in the name of this Trust and signed by the Grantor as Co-Trustee shall constitute such a writing. 2.04. payments Durim, Incapacity. In the event that the Grantor shall become incapacitated as defined in paragraph 2.05 below, the Co-Trustees may, during the life of the Grantor, in addition to the payments of income and principal for the benefit of such Grantor, pay to, use or expend for the benefit of the other Grantor such portion of net income and/or principal as the Co-Trustees 2 deem necessary or advisable from time to time to provide for medical care, support and maintenance in reasonable comfort of the Grantor, taking into consideration any other income or resources of the other Grantor known to the Co-Trustees. The Co-Trustees may also declare void and without legal effect any attempt by an incapacitated Grantor to exemise the rights of revocation, amendment, withdrawal of assets, control over Co-Trustees, or any other rights reserved hereunder, unless a court of competent jurisdiction shall determines otherwise. 2.05. Definition of Incapacity. For the purposes of this Trust Agreement, the Grantor may be treated as being disabled, incompetent, or incapacitated if so declared or adjudicated by an appropriate court; or if a guardian, conservator, or other personal representative of such Grantor's person or estate or both has been appointed by an appropriate court; or if certified in writing by his or her personal or attending physician to be unable to properly manage his financial affairs. Also such Grantor shall be deemed to be incapacitated upon any unexplained disappearance or absence for more than thirty (30) days, or if such Grantor is being confined or detained under duress. Any reference to such Grantor's incapacity refers to a period when such person is "incapacitated" until court order or until such Grantor's personal or attending physician states in writing that such Grantor is again capable of managing his or his financial affairs. ARTICLE III - DISTRIBUTION OF TRUST ASSETS UPON DEATH OF GRANTORS 3.01. _~yment of Taxes. The Co-Trustees shall pay and charge taxes as follows: A. On the death of the Grantor or any beneficiary, unless other adequate provision shall have been made therefore, the Co-Trustees may pay from the Trust Estate any estate, inheritance, succession, or other death taxes, duties, charges, or assessments, together with interest, penalties, costs, Trustee's compensation, and attorney's fees, which shall become due by reason of the Trust Estate or any interest therein being includable for such tax purposes. B. If at any time any gift tax becomes due from the Grantor, by reason of the Trust Estate or any interest therein being includable for such tax purposes, unless other adequate provision shall have been made therefore, the Co-Trustees may pay such gift tax, together with interest, penalties, costs, Trustees' compensation, and attorney's fees from the Trust Estate. The Co- Trustees shall charge any such payment to principal of the share of the Trust Estate. C. The Co-Trustees shall have full power to pay from the Trust Estate any other taxes, charges, or assessments for which the Co-Trustees, the Trust Estate, or any interest therein becomes liable, and any such payments shall be made from and charged to either income or principal of the Trust Estate or any share or separate trust thereof, as the Co-Trustees in their discretion deems proper. D. The Co-Trustees may make any such payments directly or to a personal representative or other fiduciary and the Co-Trustees may rely on a written statement of such fiduciary as to the amount and propriety of such taxes, interest, penalties, and other costs, and Shall be under no duty to see to the application of any funds paid. 3.02. Payment of Estate Expenses. The Co-Trustees shall pay to the Executor of Grantor's Will such amount as may be required to pay any administrative expenses, funeral expenses, or expenses of his last illness. 3.03. Distribution of Trust Assets. Upon the death of the Grantor, and after any disbursements made pursuant to paragraphs 3.01 and 3.02, the Co-Trustees shall distribute any remaining trust 4 assets and any accrued income as follows: A. 40% to the Grantor's brother, ROBERT M. SCItLESSMAN, or to his issue in equal shares, per stirpes; B. 20% to the Crrantor's niece, DEBORAH ANN WARCItOLAK, or to her issue in equal shares, per stirpes; C. 20 % to the Grantor's niece, SANDRA MYERS, or to her issue in equal shares, per stirpes; D. 5% to the Grantor's niece, FAYE COOP, or to her issue in equal shares, per stirpes; E. 5% to the Grantor's niece, PEG LEGO, or to her issues in equal shares, per stirpes; F. 5% to the Grantor's nephew, DONALD MINNICK, or to his issue in equal shares, per stirpes; and G. 5% to the Grantor's nephew, FREDERICK MINNICK, or to his issue in equal shares, per stirpes. In the event any of the above individuals should die prior to the termination of this Trust, without issue, then his or her share shall be divided proportionately among the remaining individuals or their issue. ARTICLE IV - POWERS AND DISCRETION OF CO-TRUSTEES 4.01. Extent of Powers. The Co-Trustees shall have all of the power and discretion to do all acts and take all such proceedings and exercise all such rights and privileges and make all proper 5 investments in the management of the Trust Estate that are set forth in Title 20 of the Pennsylvania Statutes under Section 7302 through 7316 inclusive, as amended, and any other powers or discretion which the Co-Trustees have under the laws of the Commonwealth of Pennsylvania. 4.02. Prudent Man Rule. In investing, reinvesting, purchasing, acquiring, exchanging, and selling property for the benefit of this Trust, the Co-Trustees shall exercise the judgment and care, under the cimumstances then prevailing, that men of prudence, discretion, and intelligence exercise in the management of their own affairs, not in regard to speculation, but in regard to the permanent disposition of their funds, considering the probable income as well as the probable safety of their capital. 4.03. Allocation of Funds to Principal or Income, Unless otherwise specifically provided herein, the Co-Trustees in their discretion may determine what is principal or income and what shall be charged or credited to either, and their judgment shall bind everyone beneficially interested hereunder. The Co-Trustees may rely on the statement of the paying corporation as to whether dividends are paid from profits or earnings or are a return of capital or a distribution of assets, and as to any other fact relevant hereunder concerning the source or character of dividends or distributions or corporate assets. 4.04. Settling_Claims.. The Co-Trustees at their option, at any time, in connection with their management of the Trust Estate or the collection of any moneys due or payable to it as Co- Trustees hereunder, may compromise or abandon any claims existing in favor of or against the Trust Estate. 4.05. Division of Trust Estate. On any division of the Trust Estate into separate shares or trusts and on any distribution, the Co-Trustees may apportion and allocate the assets of the Trust Estate in cash or in kind, or partly in cash and partly in kind, or in undivided interests, in such manner as the Co-Trustees in their discretion deems advisable. The Co-Trustees may sell such property as they deem necessary to make any such division or distribution. After any division of the Trust Estate, the Co-Trustees may make joint investments with funds from some or all of the several shares or trust. 4.06. Signatories on Bank Accounts and Documents_ Notwithstanding that the Grantor has appointed two (02) Co-Trustees, any bank accounts, investment accounts, certificates of deposit, or any legal documents requiring the signatures of the Co-Trustees may be executed by only one of the Co-Trustees. The presence ora signature of one Co-Trustee on any checks or other legal documents shall be deemed sufficient unless written notice has otherwise been given by the other Co-Trustees to the preparer or recipient the legal document or bank or investment institution to the contrary. It is the intent of the Grantor, in particularly, that it shall be sufficient for only one of the Co-Trustees to execute checks and similar documents on behalf of the Trust. ARTICLE V - TERMINATION 5.01. Discretionary Termination. If at any time the Co-Trustees in their discretion deem the best interests of any Income Beneficiary to be best served by distribution to him of the entire principal of the share or subshare then held for him, due to the small size thereof or for any other reason, the Trustee may convey, transfer, and pay over the same to such beneficiary, absolutely and free of trust. 7 5.02. Perpetuities. Unless sooner terminated in accordance with its provisions, the trust herein established shall in all events terminate on the expiration of twenty-one (21 ) years from and after the death of the survivor of the Grantor and all of the Grantor's issue in being at the time this Agreement becomes irrevocable; thereupon, the Co-Trustees shall convey, transfer and pay over to the beneficiary their principal and accumulated income, if any, of the share or subshare then held for him. ARTICLE VI - INTERPRETATION AND ENFORCEMENT 6.01. Notice of Events. Until the Co-Trustees shall have received written notice of any birth, death, or other event on which the right to receive payment from the Trust Estate may depend, they shall incur no liability for disbursements or distributions theretofore made in good faith. 6.02. Exercise of Discretion. Where under this Agreement the Co-Trustees are granted discretion, their discretion shall be sole and absolute and any action taken or refrained from by it in good faith shall be binding and conclusive on all persons and corporations interested herein. 6.03 Spendthrift Clause. No interest in income or principal of any trust created hereunder shall be assignable by a beneficiary or be available to anyone having a claim against a beneficiary before actual payment to the beneficiary. Further, no such interest in income or principal shall be subject to any claim of any creditor of any beneficiary through legal process or otherwise; and any such attempted sale, anticipation, assignment or pledge of any interest in income or principal by any beneficiary shall be null and void and shall not be recognized by any Co-Trustee named herein. 8 ARTICLE VII - MISCELLANEOUS PROVISIONS 7.01. Resignation of Co-Trustees. The Co-Trustees hereunder, (whether originally designated herein or appointed as a successor), shall have the right to resign at any time by giving written notice to all adult beneficiaries of the trust and to the legal guardian of any minor issue of the Grantor at least thirty (30) days before the effective date of such resignation. In the event of such resignation, the Co-Trustee shall petition the Court of Common Pleas for York County, Pennsylvania, requesting that the Court appoint a successor Co-Trustee. 7.02. Successor Co-Trustee. In the event ROBERT M. SCHLESSMAN should become incapacitated and unable to function as a Co-Trustee, or should die prior to the termination, of the trust created hereunder, DEBORAH ANN WARCHOLAK shall succeed him as a Co-Trustee. On the appointment of such successor Co-Trustee, said Co-Trustee shall succeed to all of the rights, powers, duties, and privileges conferred herein upon the original Co-Trustee. A resigning Co-Trustee, on delivery of the assets, books, and records of this Trust property to the successor Co-Trustee, be relieved of all further liabilities, responsibilities, and duties under this trust. 7.03. Bond and Compensation. No bond or other security shall be required of the individual Co-Trustees or any successor Co-Trustee who may qualify hereunder. For their services, the Co- Trustees shall receive such compensation as shall be deemed reasonable and customary for such services in Adams County, Pennsylvania who may qualify hereunder in any jurisdiction. 7.04. Powers and Discretion of Successor Trustee References in this Agreement to the Co- Trustees shall be deemed to include not only the original Trustee but also any successor Co- Trustee, and all powers and discretion vested in the original Co-Trustees shall be vested in and exemisable by any such successor Co-Trustee. ARTICLE VIII - POWER O1* REVOCATION 8.01. Revocation of Trust. The Grantor reserves the right at any time or times to revoke this Agreement or any provision thereof by an instrument in writing signed by the Grantor and delivered to the Trustee in the lifetime of the Grantor. The Co-Trustees shall execute and deliver such instrument or instruments as may be necessary or appropriate to release all interests of the Co-Trustees and to transfer any trust assets to the Grantor. 8.02. Power of Amendment. The Grantor reserve the right at any time or times to amend or alter this Agreement, in whole or in part, or any provision thereof, by an instrument in writing signed by the Grantor and delivered to the Co-Trustees during the lifetime of the Grantor. The obligations, duties, rights, and powers of the Co-Trustees shall not be altered or amended without their written consent to such amendment. IN WITNESS WI-IEREOF this Agreement has been signed by the Grantor and the Co- Trustees on this t/ ?~fi'day of '~o~,~ ,2000. Paul L. Schlessman C~P~R~STEES: Paul L. Schlessman Robert M. Schlessman 10 1-800-773-7373 US059 BR2gl 9 PAUL L SCHLESSMAN 28 WALNUT LN CAMP HILL PA 17011-6655 Citizens Circle Gold Account Statement OF 5 Beginning August 21, 2002 through September 20, 2002 Contents Checking Page 2 Overdraft Line of Credit ~,ge 3 COs Page 5 Citizens Circte Gold Summary Account Account Number Balance Balance Last Statement This Statement DEPOSIT BALANCE Checking Circle GoLd Checking w/Interest 610071-695-3 10,649.85 11,021.23 Savings Statement Savings 6140-171369 29,298.63 1,618.73 COs 2 year CD 6140-/00272 34,029.60 34,136.16 2 year CD 6140-706114 100,242.50 100,242.50 LOAN BALANCE Line of Credit* as of Og/1B/02 6087-405g02 .00 .00 Overdraft Line of Credit 610071-695-3 .00 .00 *A ~tatement containing details o/ this account will be melted to you sepamtely. I/you have quest'OhS about your balance, please re~er to your detoiled statement when it ar~ves. Coupon boak accounts do not receive monthly statement$. PAUL L SCHLESSMAN ROBERT M SCHLESSMAN Circte Gold Checking w/Interest 610071-695-3 147,018.62 Average monthly combined balance to waive monthly fee is 20,000.00 ~ Total Relationship BaLance Your average monthly combined balance this statement period fs 174,511.64 V 147,018.62 BRICKE~ AUC~i~ON Complete Auclion Servic~ Auction - Wednesday Evenings 766-5785 Chuck Bricker, Auctioneer TOTAL SALE COMM. CLEAR. Register of Wills of Estate of Paul Luther Schlessman CUMBERLAND INVENTORY County, Pennsylvania Date of Death 10/01/2002 , Deceased Social Security No. 047- 07- 2453 Robert M. Schlessman, 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. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unswom falsification to authorities. Name of Attorney: Douglas H. Gent Esq. I.O, No.: 29964 Personal Representative Robert M. Schlessman Signature: Address: 1157 Etchelber~er Street Address: 585 Funt Road Hanover, PA 17331 Aspers, PA 17304 Telephone: 717/632-4040 Telephone: 717/528-4724 Description (See continuation page(s) attached) (Attach additional sheets if necessary) Total: 1,700.50 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Assoclatlort Copyright (c) 1996 form software on]'/CPSystems, [nc. Form #Ri-7 (1992) Estate of: Date of Death: County: INVENTORY Paul Luther Schlessman 10/01/2002 Cumberland CASH: Proceeds from sale of lathe 250.00 Proceeds from sale of drill 75.00 press Proceeds from sale of 510.50 household items social security check 865.00 TOTAL RECEIPTS OF PRINCIPAL ............... 1,700.50 1,700.50 '04 LAW OFFICES OF DOUGLAS H. GENT 1157 Eichelberger Street Suite 4 Hanover, PA 17331 Register of Wills Office Cumberland County Courthouse 1 Co~ouse Square Carlisle, PA 17013 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD O04387 GENT DOUGLAS H 1157 EICHELBERGER STREET HANOVER, PA 17331 ....... fold ESTATE INFORMATION: SSN: 047-07-2453 FILE NUMBER: 2103-0919 DECEDENT NAME: SCHLESSMAN PAUL L DATE OF PAYMENT: 09/15/2004 POSTMARK DATE: 09/1 4/2004 COUNTY: CUMBERLAND DATE OF DEATH: 10/01/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $9,344.57 TOTAL AMOUNT PAID: $9,344.57 REMARKS: SEAL CHECK# 109 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES TNHERITANCE TAX DTyTSTON PO BOX 280601 HARRTSBURG, PA 17128-06D1 COHHONNEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C09-04) DOUGLAS H GENT ESG D H GENT LAW OFFICES 1157 E[CHELBERGER ST HANOVER PA 17551 DATE 11-15-200q ESTATE OF SCHLESSHAN DATE OF DEATH 10-01-2002 FILE NUHBER 21 03-0919 COUNTY CUHBERLAND ACN 101 Amoun'~ Rami~ed PAUL L HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGTSTER OF NTLLS CUHBERLAND CO COURT HOUSE CARLTSLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03} NOT/CE OF ZNHER:~TANCE TAX APPRA/SENENT~ ALLONANCE OR D~:SALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SCHLESSHAN PAUL L F~:LE NO. 21 03-0919 ACN 101 DATE 11-15-200q TAX RETURN NAS: { X} ACCEPTED AS FILED { } CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) 3. Closely Held S~ock/Par~narship In~eras~ (Schedule C) ~. Not,gages/No,es Receivable (Schedule D} (~} $. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) (5) 6. Join*ly Owned Propar~y (Schadule F) (6) 7. Transfers (Schedule 8. To~al Assa~s APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expenses/Adm. Cos~s/Hisc. Expanses (Schedule H) {9} 10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 11. To~al Deductions 12. Ne~ Value of Tax Ra~urn 1~700.50 78~8:58.6q (8} 8,q97.00 .00 NOTE: To insure proper .00 credi~ ~o your account, .00 sub. i~ ~ha upper portion .00 of ~his form wi~h your ~ax payeen~. 8q,929.08 2~950.88 (11) 11.~27.88 (12) 75,501.20 13. lq. NOTE Chari~abla/Govarnean~al Bequests; Non-alac/cad 9113 Trusts (Schedule J) (13) Ne'l= Value of Es~a~e Sub~ac~ ~:o Tax (lq) :]:f an assess;ant ~as lssued previously, lines 1~, 15 and/or 16, 17, .00 75,501.20 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Amoun~ of Line lq a~ Spousal farce 16. Aeoun~ of Line :IR ~axable a~ Lineal/Class A ra~a 17. Aeoun~ of Line lq a~ Sibling ra~e 18. Aeoun~ of Line 1~ ~caxable a~ Colla~:aral/Class B ra~a 19. PrinciP;il~ Tax Due TAX CREDITS: PAYMENT I RECETpT DATE NUMBER (1F,) .00 X O0 = .00 (16) .00 X Oq5= .00 (17) 7:5,501.20 X 12 = 8,820.1q (18) .00 x 15 : .00 (19)= 8,820. lq AMOUNT PAID 9,~qq.57 TOTAL TAX CREDIT BALANCE OF TAX DUEI /NTEREST AND PEN. TOTAL DUE DISCOUNT INTEREST/PEN PA/D (-) q71 .q5- IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 8,87~.12 52.98CR .00 52.98CR ( IF TOTAL DUE TS LESS THAN $1.~ NO PAYMENT IS REI;IUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" {CR)., YOU MAY BE DUE A REFUND. SEE REVERSE STDE OF THIS FORM FOR INSTRUCTIONS. } BUREAU OF INDIVIDUAL TA~f\"""''''''n n ,.... INHERITANCE TAX DIYISION-'\....:,i''',Ut- ,. ~1r-L.I('r: PO BOX 280601 .. , _.- ',,' '.II.. HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT . REY-1607 EX AFP (03-05) 2D06 APR 24 PM~: 25 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-20-2006 SCHLESSMAN 10-01-2002 21 03-0919 CUMBERLAND 101 PAUL L CLERK OF DOUGLAS H G~~~~\'~ 99~RT D H GENT LA'wUb~FICE.s[r t ,U, P!.., 1157 EICHELBERGER ST HANOVER PA 17331 Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE~ PA 17013 NOTE: To insure proper credit to your 8ccount~ subllit the upper portion of this forI! with your tax paYllent. CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF SCHLESSMAN PAUL L FILE NO. 21 03-0919 ACN 101 DATE 03-20-2006 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE~ APPLICATION OF ALL PAYHENTS~ THE CURRENT BALANCE~ AND~ IF APPLICABLE~ A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-08-2004 PRINCIPAL TAX DUE: 8,820.14 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-14-2004 CD004387 471.45- 9~344.57 03-06-2006 REFUND .00 52.98- TOTAL TAX CREDIT 8,820.14 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE~ SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ""CREDIT"" (CR) ~ YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) c