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HomeMy WebLinkAbout02-0134Register of Wills of Cumberland PETITION FOR GRANT OF Estateof Lucy B. Steele also known as , Deceased Jane Morgan County, Pennsylvania LETTERS Social Security No. 194-2R-94Rfl Petitioner(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE 'A' or 'B' BELOW:) A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut oz' named in the last Will of the Decedent, dated 07/02/2001 and codicil(s) dated None The dece dent's son, Charles Sherman Steele, was nar~ed co-executor_ He ha~ renounced h~s right to serve and requests that ;.lane Morgan se_rvP alnnP. State relevant circumstances, e.g., 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: No exceptions B. Grant of Letters of Administration (c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Decedent was domiciled at death in CumhPrl and or principal residence at 824 I ighurn Rnad= ¢___an),n Decedent, then 96 years of age, died r},~/!7/7001 Attach additional sheets if necessary. County, Pennsylvania with his/her last family .... (iis~ st'r;(;t, ~lr~l~e~, and municipality) &ocation) ..... PA Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in Pennsylvania (If not domiciled in PA) Persona~ property in County Value of real estate in Pennsylvania $ Unknown $ $ $ None situated as follows: 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: I Signature Typed or printed name and residence  '~..k~~/~__ Jane Morgan, 35 Creek Road, Camp Hill, PA 17011-7473 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form MW-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this I 8 t~j"ay of (-'/'Jane Morgan JANUARY 2002 No. 21 -02-134 Estateof Lucy B. Steele Deceased Social Security No: 194-28-9460 Date of Death: 08/17/2001 FEBRUARY 15 , in consideration AND NOW, 2002 of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary F--] Of Administration (c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Jane Morqan in the above estate and that the instrument(s) dated 07/02/2001 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........... $ Short Certificate(s)..4- . - $ 70.00 12,00 Renunciation ........ $ 5 . 00 Attorney: Marc. ,l. Farrel! Affidavits ( ) .... $ Extra Pages( ) .... $ 9.00 Codicil ........... $ JCPFee .......... $ 5. 00 I.D. No: 81 Reed Smith LLP Address: ?]~ Market Street, 9th Fleer P.0. Box 11844 Harrisburg, PA !7108-1844 Telephone: (717) 257-3044 Inventory .......... $ Other ........... $ TOTAL ......... $ 1 0 1 ~ 0 0 Prepared by the Pennsylvania Bar Associa-~'ion C~3pyright (c) 1996 form software only CPSystems, inc. Form RW-1 (1991) 0s.905 ~v.(09/00) This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records in accordance with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953. WARNING: It is illegal to duplicate this copy by photostat or photograph. Robert S. (ZimFnerman, Jr., MPH Secretary of Health 1779266 No. Charles Hardester State Registrar JAN £ ZO0 Date 15 mBs.~,a ,,.. z,/3 5F, EECTED R'EMS: #3 Fan: FD DATE: 1/22/02c.~d COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH 080785 Cumberland ,,L Teacher ,,~ Education ~,.,em's~wur~.t~ss~,.,.o,ero~.s~z,,,c~ I~c~0~.s ,v,.~ Pennsylvania 824 Lisburn Rd. Apt 208 ~u~ ,7L~. Camp Hill, PA 17011 ~-~ ~ ~ ~ Cumberland Francis Binet Lucy B. Steele [,.Female l,.194 -- 28 -- 9460 I" (/~O~/~/ /7, C~00/ ~ 05 7. Sturgeon, Pa , .0 ...... ~ ~ I""~e ~ ~ ~ ~ I E. ~s~ro ~. ,~.~.~- [,. ~ite ' ~--~.~ ~c~.s~. I ] ,~ ,,. ,,~id~ ,,. Jane Morgan Adele Wauthier PA 17011 ~as ~Har~isburg Cern. Harrisburg, PA FH, 1903 Mkt St, CH, PA 17011 manner &s stated. . ......: ....................... [] REGISTRAiq'S SIGNATURE AND NUMBER 21-2-134 £.4ST WIL£ ,4ND TEST,4 MENT OF LUCY B. STEELE I. LUCY B. STEELE. make this to be mx' Last Will and Testament. and I hereby revoke any prex4ous Will. FIRST: I direct rm.' Executor to pay all mx' last illness and funeral expenses as soon as convenient. SECOND: All personal effects, clothing, furniture, furnishings, jewelry, automobiles, other tangible personal propem., of ca,eD, kind. except only that used in a business or held for investment, and insurance thereon. I give to mx, husband. CI-L~,_RLES W. STEELE. ff she sur~4ves me for a period of thirty (30) days. ff he shall not so sur~4ve me. then I We the same in equal shares to such of my children who shall sun4ve me for a period of thirty (30) days and not to the issue of arty child who shall not sure,ye me for a period of thim., (30) days. to be di~4ded among them as the3.' may agree or. ffthey are unable to agree, bv lot. THIRD: All the rest. residue and remainder of my estate, of whatsoea,er nature and wheresoever situate, including that over which I hm'e a Power of Appointment. I ~ve. dea4se and bequeath to the Successor Trustee of the Trust I created, and ~4th me as the initial Trustee~ dated ,Jzdz/,.~ ,~t~/,'21.49~5t '~ o&3 ~ FOURTH: I direct that all estate, inheritance and other taxes in the nature thereof, together with an)' interest and penalties thereon, becoming payable because of my death with respect to the property constituting my gross estate for death tax purposes, whether or not such propers,, passes under this Will. be paid from the principal of the residue of my Estate. No person receiving or h~4ng a beneficial interest in any such property., whether under this Will or otherwise, shall at any time be required to contribute to or refund any pa, thereof: provided, how~,er, that this direction shall not apply to the taxes on an)' property, included in my estate solely because of a power of appointment thereof which I possess but h~e not exercised or on a~? qualified terminable interest or to any generation-skipping transfer taxes. FIFTH: My ]~xecutor is here~.' authorized and empowered, in addition to such powers gr~nted executors by. law. all exercisable without court order: (a) to sell securities or other proper~.~, real or personal or both: Co) to burrow mon~ from such persons as it m~ desire, including the power to borrow from itself as an individual or as a fiduciary. under any Trust Agreement for any purpose necessary or desirable in connection with the payment of taxes or other matters incidental to the settlement or administration of my Estate, or for investment purposes, on either a secured or unsecured basis, at such rate of interest as my Executor may deem acceptable and to sign notes and to pledge the assets of mv Estate as securi~, therefor; this authority to borrow and pledge shall not apply as to assets which are or might be, except for such authorization, eligible for the marital deduction; (c) to make non-prorata distributions in kind or partly in kind or partly in cash; (d) to retain all or any part of my property, real or personal, constituting my Estate for such time as my Executor deems best or to invest or reinvest the same without being restricted to "legal" investments: (e) to file joint income tax returns and to consent to joint gift tax returns with my husband, his executors or administrators; (f) to compromise claims against or in favor of the Estate, with or without Court approval on such terms and conditions as Executor deems appropriate, in my Executor's sole discretion; (g) to disclaim any interest: (h) to have all neeessao' powers to settle my estate as necessan.,; (l) to claim, in my Executor's discretion, expenses of administration of my Estate as deductions for federal income tax purposes, when this will result in an overall reduction of income and death taxes for my Estate (no adjustments between income and principal or in the amount of the distributions to the tn~sts created tn.., separate instrument shall be required as a result of such action); (j) in mv Executor's sole discretion, to elect (or not) to treat as property, passing to my husband, and as eligible for the marital deduct/on under IRC Section 2056(a) properly, which is "qualified terminable interest property." within the meaning ofl. R.C. Section 2056(b)(7), in all regards except for such election; (lc.) in my Executor's sole discretion to allocate such exemptions as are available as to the generation skipping transfer tax to any property., to exclude any property, from that allocation and to make all related allocations thereto. No beneficiary shall have any claim against my Executor for exercising such allocation powers as granted herein. (1) in my Executor's sole discretion to compromise taxes on fi~ture interests on such terms and conditions as Executor deems appropriate; (m) to maintain reasonable reserves for depreciation~ depletion, amortization and obsolescence: (n) notwithstanding anything to the contrary herein, mv Executor shall have no power or authority to take any act or make any election, or refrain from either action, which power or authorin.- would cause the income or principal of my estate to be taxed to such executor for income or estate tax purposes by virtue of the existence or exercise or non. exercise of such power or authori .ry. SIXTH: ! nominate, constitute and appoint my children, CHARLES SHERMAN STEELE and JANE MORGAN, or the sur~4vor ofthem~ to serve as Executor with the same duties and powers as if originally appointed. -u?,- 2', 19337::?':-il~z'v7 7li~r.t'$7--ELE If both of my children are unable or unwilling to serve as Executor under this Last Will and Testament. then 1 nominate, constitute and appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY. to serve as Successor Executor with the same duties and powers as if oriDnally appointed. No bond shall be required in this or any other jurisdiction of my Executor. SEVENTH: I hereb).' nominate, constitute and appoint my daughter. JANE MORGAN. as Guardian of the estate of any minor or other beneficiary physically or mentally unable to manage his or her affairs and to serve without bond in this or any other.jurisdiction. If she is unable to serve as Guardian. then I nominate, constitute and appoint my son. CHARLES SHERMAN STEELE to serve as Successor Gttardian. If any beneficiary of my estate is under the age of eighteen (18) years at the time at which distribution of any properS., devi,~_,d and bequeathed by. this Will would otherwise be made to such beneficiary., or is unable to manage his or her own affairs, my Executor shall distribute all such property to the guardian of the estate of such beneficiary. The guardian shall hold. manage, invest and reinvest any propen3.' received by. the guardian (whether under this Will or otherwise), shall collect the income thereof, and shall apply so much of the net income and. if the net income is insufficient, so much of the principal of the property held for such beneficiary as the guardian shall deem necessaD, or advisable for such benefician."s health, maintenance, m~pport and complete education. The guardian shall accumulate any surplus net income annually and add the same to the principal of the property, held for such beneficiary. When such beneficiary, attains the age of eighteen (18) years, or becomes able to manage his or her affairs. the guardian shall distribute to such beneficiary all property held ~, the guardian for such beneficiary.. If such beneficial, dies before attaining the age of eighteen (18) years, or becoming able to manage his or her affairs, the guardian shall distribute to the personal representative of such beneficiary's estate all property held by the guardian for such beneficiary. EIGHTH: The compensation payable to my Executor shall be the compensation due, in accordance with the fee schedule of my Executor at the time such sen~ces are rendered, or if my Executor is an indix4dual, such compensation shall be reasonable compensation. NINTH: The words "child, children, or issue", as used in this Will, shall include adopted persons and persons born or adopted after the date of this Will, respectively unless expressly stated to the contrary.. .~":,2.'; Z~, '-?_'3'~?: ' H'?L'-~:' ~,7? --Z~e.".':' .'-"."EEL---. 7':-.~.z*-.~':_ '_'~':" ?: , ~t-_--=_*_~- "i2'- P?."l: :! ]herebv authorize my Executor in addition to all powers granted by lan,. to make such election in connection with settlements under employee benefit plans in which I have an interest as my Executor deems most advantageous under all the circumstances. IN WITNESS WI-IEREOF. I. LUCY B. STEELE. the Testatrix. to this my Last Will and Testament. Wpex~'i,en on four (4) sheets ofpaper have set mv hand and seal this c~a~dayof~,~ ,:,~;:~./ , ~ . ,. % 59._ _ cy STEELE (SE^L) Signed, sealed, published and declared bv LUCY B. STEELE. the said Testatrix. as and for her Last Will and Testament. in our presence, at her request and in the presence of each other have hereunto set our hands and seals as attesting v,~tnesses. residing at residing at COMMONVffF, AT,TH OF PENNSYI,VANIA: SS: COUNTY OF DAUPHIN: 1,1,11~Y B STEEl.E, Testatrix, whose name is .~gned to the attached or foregoing instrument having been duly qualified according to la,x, do hereby acknowledge that I signed and executed the instrttment as my Last Will; that I signed it wilJin~l.x; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by LUCY B. STEELE, the Te~atr/_x, this day of , 1999. I,UCY B. STEEI,E Notary. h~blic Mx., Commission Expires: COMMONWEALTH OF PENNSYLVANIA: SS: COUNTY OF DAUPHIN: We, and , the witnesses whose names are signed to the attached or foregoing instrument, be/ag duly qualified according to law: do depo~ and ~y that we were pre.~nt and ~w Testatrix sign and execute the instnunent as her Last Will and Testament: that Testatrix signed willingly and that Testatrix executed it as her free and voluntary act for the purpo~s therein expres.~xl; that each of us in the hearing and .~ght of the Testatrix signed the Will as witnesses; and that to the best ofmtr knowledge the Testatrix was at that time eighteen or more years of age, of smmd mind and under no constraint or undue influence. Sworn or affmned to and ,~bscribed to before me by and · the witnesses, this day of ,1999. Notary_ Public My Commission Expires: Jul'; CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Lucy B. Steele Date of Death: August 17, 2001 Will No. .2002-00134 Admin. No. 21-02-0134 To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on May 16.. 2002 - Name Address _~rs. Jane Morqan 35 Creek Road, Camp Hill, PA 17011 Mrs. Greta M. Farrell 1632 Buckingham Road, Harrisburg, PA 17111 Ms. Susann W. Bowrinq Mr. Guy C. Bowring 2005 Coventry Lane, Glen Mills, PA 19342 3109 C Broadmoor Valley, Colorado Springs, CO 80906' Mr. Charles S. Steele 238 Northlawn Street, East Iansing, MI 48823 Noticehasnow beengiventoallpersonsentitledtheretounderRule5.6(a) except Date: .,_M_ay 16, 2002 Name Marc J. Farrell, Esquire Address Reed Smith, LLP 213 Market Street 9th Floor, P.O. Boxl1844, Harrisburg, PA Telephone (717) 257-3044 Capacity: __ X Personal Representative Counsel for personal representative 17108- 1844 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 001817 MORGAN JANE W 35 CREEK RD CAMP HILL, PA 17011-7473 ........ fold ESTATE INFORMATION: SSN: 194-28-9460 FILE NUMBER: 2102-01 34 DECEDENT NAME: STEELE LUCY B DATE OF PAYMENT: 11/07/2002 POSTMARK DATE: 11/05/2002 COUNTY: CUMBERLAND DATE OF DEATH: 08/17/2001 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $25,656.56 TOTAL AMOUNT PAID: $25,656.56 REMARKS: JANE W MORGAN SEAL CHECK//189 INITIALS: CW RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDEI~S NAME (LAST, FIRST, AND MIDOLE INmN.) DATE OF DEATH (MM-DO-YEAR) " DATE OF BIRTH (MM-DO-YEN~ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDBLE INITIAL) I omc,AL REV-1500 J INHERITANCE TAX RETURN I RESIBENT BECEBENT SOCIAL SECURITY NUMBER U.I THIS RETURN MUST SE FILED IN DUPUCATE WITH THE ~ REGISTER OF WILLS ILl SOCIAL SECURITY NUMBER k~l~ - - )... z m z 0 u~ 0 t~ [~'1. Original Retum ~l4. Limited Estate ~-~6. Decedent Died Testate Paa~ mw aw~ ---]9. Utigalion Proceeds Received r--~ 2. Supplemental Return r--1 4a. Fulure Interest Compromise (dae ~ ~ a~r ~2-~2~) {~]7. Decedent Maintained a Living Trust ~ =my~fTnm) ~--~10, Spousal Poverty Credit (da~-,~ ~m ~mm~m 12-3~-~1 and 14-~) --"]3. Remainder Return (dae~aa patio ~2.~3-~) ~'--~ 5. Federal Estate Tax Retum Required 8. Total Number of Safe Deposit Boxes r~11. Election to tax under Sec. 9113(A) (~aa'~ sm o) FIRM TELEPHONE NUMBER t COMPLETE MAILING ADDRESS 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnemhip or Sole-Propdetomhip (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. (5) Cash, Bank Deposits & Miscellaneous Pemonal Property (Schedule E) 6, Joinlly Owned Properb/(Schedule F) (6) [~ Separate Billing Requested 7. Intor-Vivos Transfers & Miscellaneous Non-Probate Properb/ (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, Mod. gage UabllilJes, & Ueus (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (8) (1~) (12) (13) USE ONLY 14, Net Value Subject to Tax (Une 12 minus Une 13) (14) J~O ")OD SEE INSTRUCTIONS ON REVERSE SlOE FOR APPUCABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec~ 9116 (a)(12) / x .0 ~__ (15) 16. Amount of Une14 taxabta atlineal rate {/-~ '~"4,/'~rtb x.O 4((18) 17. Amount of LJne 14 taxable a sibling mia ~__ x .12 (17) 18. Amount of Line t4 taxable at coltatsral rata ~__ x .15 (18) 19. Tax Due , (19) 20. ]'--1 .... Il ' - Il a ' ' Iai · ,a l~ ..,z~' a Decedent's Complete Address: Tax Payments and Credits: STATE .,~ I ZIP I"") C) [~, 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable Total Credits ( A + B + C ) (2) . f~ ' D. Interest "~ c~'1. P~"~ E. Penalty - O "' / Total Interest/Penalty ( D + E ) (3) ~ 0'7. ~ 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 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (4) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) t.~...~/ ~,.('~,. Make Check Payable to: REGISTER OF WILLS, AGENT "1 '1 ' I:',, i '111111 I PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: [ Yes No a. retain the use or Income of the property transferred; ............ ).~.(..?..~.~;~,..!..v...~..~ ............................. [] [] b. retain the dght to designate who sha use the property tmnsferred or its income;.....~..~,~.,~.~,~t~_.~ .~ ...... [] [] c. retain a reversionary interest; or .......................................................................................................................... [] [] d. receive the promise for life of either payments, benefits or cam? ......................................................... [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. [] [] 3. Did decadent own an "in trust for' or payable upon death bank account or security at his or her death? .............. [] [] 4. Did decedent own an IndMdual RetirementAccount, annuity, or other non-probate prope~ 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 pee.~.~ of pe~J~/, I c~eda.~ that I have ex~¥,;i~ed this tatum, including ~i~,anying schedules and statements, and to the best of my knowledge and belief, it is true, con~ and complete. Dec:tara~fl of prepan~' o~er than Ihe pemonal represenla~ve is based on all infonnalion of which preparer has any kno~_ed~_~e. SIGNATURE OF PERSON RESPONSIBLE FOR FILING Rff.¥URN DATE DATE For da~s of dea~ on or a~ July 1, 1 ~ and ~re Jan ua~ 1, 1~5, ~e ~x r~ im~s~ on ~e net value of ~nsfem to or ~r ~ u~ of ~e su~Mng spou~ is 3% F2 P.S. {9116 (a)(1.1) li)]. er d~ms of dea~ on or a~r Janua~ 1, 1~5, ~e ~ rote im~ on the net value of ~ns~m to or ~r ~e u~ of the su~iving sp~se is 0% ~2 P.S. {9116 (a) (1.1) (ii)]. e s~a~u~e d~ not e~emDt.a ,~ns~ ~ a su~ ~ ~ ~ ~ the ~ ~ui~ for disarm of a~e~ a~ ~ng a ~ m~m am ~ a~ble ~ if ~ ~ s me one ~e~. For ~ ~ ~ ~ or ~ July 1, 2~: ~ ~ m~ ~ on ~e n~ value of ~ng~ ~m a d~ ~ild ~4ne ~m of a~ or ~u~er at dea~ ~ or ~r ~e ~ ~ a n~ml pamnL ~ ado~e ~L ora s~nt ~ ~i~ is 0% F2 ES. {9116(a)(1.2)]. ~ ~ ~ im~ ~ ~ net value ~ ~ ~ w ~r ~ u~ of fie d~enrs lin~l ~fid~ is 4.5%, ex~ as ~ h ~ RS. {911~12) F2 RS. {9118(a)(1)]. ~e ~ m~ im~ ~ ~ ~t v~e ~ ~n~ ~ w ~ ~e u~ ~ fie ~enrs siaings ~ 12% F2 RS. {9116(a)(1.3)]. A si~i~ is define, ~ S~on 9102, ~ ~ ~ ~ ~ a le~ o~ ~t in ~ ~ ~ d~L ~ ~ a~ or ~n. REV-1503 EX+ (6-98) COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION TOTAL (Also enter on line 2, Recapitulation (If more space is needed, insert additional s~eels of the same size) VALUE AT DATE OF DEATH t REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT E~¥ATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE HUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION TOTAL (Also enter on line 5, Recapitulation) (if more space is needed, insert additional sheets of Ihe same size) VALUE AT DATE OF DEATH REV-1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER This schedule must be completed and fled if [he answer to any of questions 1 through 4 o~ the reverse side of the REV-1500 COVER SHEET is ~s. DESCRIFTION OF PROPERTY ITEM ~a. uo~o~H~T~.e~s~,maR~e.~m~a~P~rOOa:E~err~o DATE OF DEATH %~DECD'S ~CLUSIOh T~LE NUMBE~ ~~ A~A~~e~ VALUE 0F~ IN.REST (mF~ V~UE (If mom space is needed, insert additional sheets of the same size) EV-1511 EX+ (12-99)~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER ITEM NUMBER 5. 6. 7. Debts of decedent must be reported on Schedule DESCRIPTION FUNERAL EXPENSES: ADMINISTRATIVE COSTS: Personal Representstive's Commissions Social Security Number(s)/EIN Number of Personal Representative(s) ~OtOt-f3~- ~'1oO/;~. ~3~,- O~. Year(s) Commission Paid: ~ 0 Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address city Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparm~s Fees State __ Zip TOTAL (Also enter on line 9, Recapitulation) AMOUNT i (If more space is needed, insert addiUonal sheets of the same size) REV-1512 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT E=TATEOF ~,.~ ~. ~~_ SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILmES, & UENS FILE NUMBER ITEM NUMBER Include unrelmbursed medical expenses. DESCRIPTION VALUE AT DATE OF DEATH TOTAL (AlSo enter on line 10, Recapitulation) $ ..~/ (If mom space is needed, inse~t add'tdonal sheets of the same size) REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include o~,jh;, spousal distributions, and transfers under Sec. 9116.(a) (1.2)] ENTER DOL&AR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE SCHEDULE J BENEFICIARIES RELATIONSHIP TO DECEDENT Do Not List FILE NUMBER AMOUNT OR SHARE OF ESTATE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-l§00 GOVER SHEET !I NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 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 $ (If more space is needed, insert additional sheets of the same size) TRUST AGREEMENT LUCY B. ST~'t~.F.~ (hercmaftern~alled "Settlor"), an~C-~,UCY'B. ST~.~-, (hemnafter called BACKGROUND: Settlor hereoy causes tim Trust to be funded by the traneter and ass~gnnlent of certain ~ to Trustee. The Settlor may also cause other property to be deposited for the uses and paxposes of this Trust at a later date. Thc property is lismd in detail in Schedule "A" attached to this Trust and made a part hereof. ' AGREEMENT: Settlor crea~ this Trust on the following terms and conditions: ARTICLE I. ADDITION OF PROPERTY TO TRUST Settlor reserves the right to add to this Trust property, and/or securities by gift devise, beq-_est or otherwise howsoever, whether such addition bc made by the Settlor or any other person. Such additional property and/or securities so acquired shall be held on the same terms of trust and with like force and effect as if this property, and/or securities had originally constituted a part of the Trust. ARTICLE II. ADMINISTRATION DURING SETTLOR'S LIFETIME Dunng Settler's lifetime, Trustee shall administer the trust estate as folIows: (a) Pa3unents to Settlor. Trustee shall pay any of the income from the trust estate to Settlor, or to other persons designated by Settlor, that Settlor ma3.' from time to time request. In addiuon, Trustee shall pay to Settlor any. part or all of the principal of the tm,st estate that Settlor requests ia a writing delivered to Trustee prior to Settlers death. Co) Incapacivy or Incompetency of Settlor. If Settlor is determ&ned to be incapacitated or:disabled as provided in Article IV, Trustee shall, for the duration of such incapacity, pay to or apply for the beaefit of Settlor, and of Settlers spouse and other dependeats, any sum~ from the income or principal of the trus/eslate~th_a! Trt~tee, in its absolute cliso-e~on, deems' necessary or advisable for the care, support, and maimenance and for any other purposes that Trustee considers necessary, to provide for the needs and requirements of Settlor, and Settlers spouse and other dependent, taidr~g/tiro consideration the standard of living to which they are ac. amtomed at that time. These .payments may include dire~ paym~mts to any landlord, hotel keq~t or hospital; for services remdean~l in connection with any medical nursing or dental care; for services rendered in furnishing food, clothing transportation, legal or accounting services, or any other required services, provided that Tms~ receives proper substantiation by those performing the services; and for the preparation of returns and payment of any and all taxes which Settlor or Settler's spouse may be obligated to pay under any applicable state or federal laws. Paymem or use of any portion at' the raceme or principal at'the trust estat~ for any of the purI:oses expressed above is not to be questioned by any person or court. ARTICLE iii. PRINCIPAL AND INCOME DISBURSEMENT Upon Settler's death, the Trustee shall disburse the raceme and principal of the Trust Estate in the C: \,~Files~,W,~ Clie~\$TE~_LE Charle~\ALL NO PRO~Tg lUCyST=_ELE DO~JHF~NT$ 98 .wD~ ~ [ manner ~et forth in ~ in Sc]~hIe 'B" attach~ hereto. It is agr~xi that the Settlor may by a writing, doliv~i to the Trustee, (a) amend, modify or alt~r this Agreement,. in whole or in part, provid~ that the duties, powers and liability of thc Trustee, shall not be changed without its written consent; (b) re'yoke this Ag~eme~t in whole or in part. ARTICLE VI. LITIGATION TO COLLECT CLAIMS The Trustee may institute any proceedings at law or in equity in order to enforce the collection of debts owed to the Trust, and may do and perform any and all other ac~s and things which may. be tlecestaLry for the purpose of collecting such property. Trustee shall not, ~xc~pt at its option, enter into or maintain any htigation to collect such property until it shall have been md~mmficd to its satisfaction against all expenses and ~xbilitics to which it may, in its judgmem, be ~ by any such action on its part. The Trustee is authorized ~o compromi~ and adjust claims arising out of the Trust property, upon such terms and conditions as it may. deem just, and the decision of the Trustee shall be binding and conclusive upon all l~ons and corporations interested there, m, all without nec~mty for court approval ARTICLE VII. POWERS OF TRUSTEE Except as otherwise specifically provided herein, and in addition to the powers granted Trustee by. la,)', ail of which ~nhal! be ~xercised by Trustee without posting bond or furmshing sureties ia this or any other jurisdiction. the Trustee ~qh.!] hold and mnn~gc the fund, whea so ¢ollectexi, together with such other property, as may be acqmred, dmmg the exist~ of this Trust, all of which said tn'operty will hereinafter be refe, rt~ to as the 'Trust Estate", or "Trust" said term meaning the prm¢ilm/and income of any trust or ~ created herein or ia Schedule "B*.hereof, upon the following terms and conditions and with the following IXnnters and authorities: A. To take, hold or ~ all or any part of the trust he~y c~x~ated in the form of which it may be acquired as long as it deems advisable and to receive aH the income, mcrement~ ren~ and profits therefrom; B. Subject to Setflo~s reserved rights herein to sell, exchnnge, partition, lease, option, or otherwise: dispose of any property or part thereot real or personal, which may at any time form part ofthis Trust Es~e at public or private sale for such purposes and upon such terms, including sales on credit with or without security, in such manner and at such lmices as it may determine, including the right to lease real estate for l:~riods m excess of five years and for a team expiring after thc termiaotion of any trust, and including thc right to ~ in real ~state ventttre$ as a general or limited l:~-tner. Ltl the ~t Of a sale, c'xchang¢, partition, lease or option of ally of the C: \MyFiles\WP Ci~ent\S~_~LE Charias\ALL NO 9ROBA."~- lucySTE~E DO~3M~NTS 98.wgd l~ge 2 pmtx~ of this Trust Estate, there .~hai! be ~ 1,~'~ on the pa~ of the pumhaser or pm'chas~ to see tothe C. Subject to Settlofs reserved fights herein to invest or reinvest the Trust Estate i~ any pmlx~, real or personal, of any kind or nature, including stocks, bonds, mortgages, other securities and common trust funds of the Corporate Trustee without being limited or restricted to il~estmea~ as ]low or ~ hereai~r be p~'esczl~d for trustees by the laws of thc Commonwealth of Penn?tvama or a~ other stale, including the fight to acquire, sell or re~i~ stock in the Corporate Trustee. Trustee may invest, reinvest, buy, sell or trade options, puts, calls, or any other type of financial ~t, the natttm of which need not be contemplated or m existence at the time this D. To muse sectmties which may. from time to time comprise any. part of this Trust Estate to be registered m its name as Trustee or in the name of any nominee or to take and keep the same unregistered and retain them or any pan thereof in such condition that they will pass by delivery without disclosing the fact that the property is held m a fiduciary capacity.; E. To make any loans, either secured or unsecured m such amounts, utrxm such terms, at such rates of interest and to such persons, firms, corporations or the executor or administrator of Settlofs Estate without interest and without reimbursement for the tmrpose of the Imyment of taxes, debts and admini.qlration ~. F. To retain the principal or corpus, or any pan thereof of this Trust'Estate in the form of cash; G. To vote, m respect to any securities which may at any t/me form a pan of this Trust Estate, upon any proposition or election at any. meeting and to grant proxies, discretionary or othenadse; to vote at am, such merging; to join in or become a pan of any reorganization, remdjus~ent, merge, voting trust, consolidation ~r umchange and to deposit any such securities with any committee, dc~3o.qito .fy, ~ or otherwise and tO pay out of this Trust Estate any fees, expenses, and assessments, incurred in connection therewith and to charge the same to pnncipal or income as Trustee may see fit; to exercise conversion, subscription or other rights, or to sell or abandon ~_c,h rights and to receive and hold any new securities issued as a result of such reorganization, readjustment, merger voting wast, consohdation, exchange or exercise of subscription, conversion or other rights; and generally take all action m respect to any such securities as Trustee might or could do as absolute owner thereof; to vote any stock m the corporate trustee, if any, except that in the election of directors of said corporate trustee said stock shall be voted as dir~ted by Settlor, or if not, Satlofs oldest child. H. In Tmstee's discretion to allocate to ~ither principal or income or between them any and all taxes (/~lll}' capit21 ~in.q taxes) or re~.~ipts or expep, ses which Trllstee lll~v.' be ~ tO pay on behalf of this Trtlsl Estate, I. To divide or distn'bute, whenever it is required or permitted, this Trust Estate and to make such division or distribuuon in kind or in money or partly in kind and partly in money, and that for such purposes the judgment of the Trustee as to the value of thc different items shall be conclusive and final upon the beneficiaries; Trtlstee ~ make non pro-rata distrl'butions. I. To hold and admini.qter the trllsts created hereby in Oue or more consohdated funds in whole or in pan in which the separate trusts or funds _qhall have an undivided ~ K. To compromise claims, on such terms and conditions as TrnsIee, m Tmstee's sole and exclusive disc.~on, deems ~te without ol~aining court a~:/proval therefor. L. To engage attorneys, inv~'ment counsel, accountants, agents and such other persons as it may cleean advi~ble m the admimstration of this Trust Estate and to make such tmymem therefor as it may deem reasonable C: \Myri!es\WP Client\$TE~_LE Charles\ALL NO PROBAT~ lucyST~T-E DOCUMENTS 98.~ ~ 3 and to charge thc expenses thereof to income or principal as it may dmcrminc and to ddcgate m such persons an,/ discretion which it ma),, deem proper. Thc Trast~c ~h~,ll not be liable for am/,cgligcacc, omission or wrongdoing of such counsel or a§ents, providin§ reasonable car~ was cxcrased in their sclcction~ M. ff the principal of any trust is payable to a pex~on or persons under the age oftwen~-one (21) years, the Trustee shall continue the t~m of said trust as to said person or persons under the age of twe~. -on~ (21) years, umil he, she or they attain twenty-one (21) years of age, paying over to said person under the age of twenty-one (21) years, or for their use and benefit, the proportionate shnre of the net income of said tn~; N. No title in any Trust EsIate, or m the income accruing therefrom, or in its accumnl~r6on shall ve~ in any beneficiary, and no ben~ciary .d~l] have the fight or tx~wcr to lransfer, assign, anticipalc, or encumber his or her interest in said Trust Estate, or in thc income therefrom, prior to the acUml distribution thereof by th~ Trnstec to said beneficiary. Further neither the income nor thc tn'incipal of any Trust F..slate .~tmil be liable in any manner, m the possession of thc Trustee for thc debts, contracts or engagements of any beneficiary. O. Should the l~'i_ncipai or income or both of this or any Trust be lmyable to any. person as to whom the Trustee has actual knowledge of a court adjudication of mcompe~ncy, or incapacity, or who thc Trustee determed, in the discretion of Truste~, is unable to act e~fectiveiy on his or her own behalf in finnnciai matters, then Trustee shall have the right to use such principal or income to pay to such beneficiary, or for thc benefit of P. No trus~ created hereto, or ~' exercise of a power of appomUnent hereunc~, ~i~il continue for more than twenty-one (21) .v~ after the death of the last to die of Settlor and the beneficiaries in being at the date of Settlor's dsath. Any lm'opcrty still held in trust at thc e,x'piration of that period shall immediately vc~ in and bc distributed to the person or persons then entitled to receive or have thc benefit of the income therefrom in thc proportions in which they are entitled thereto, or if their interests ar~ indefinite, then in ~ shares, per stops, Q. If at a.ny time during the term of this Trust. Trustee cietermine~, m its sole discretion, that the corpus of the Trust has become too small to be practicable, or uneconomical to continue, then Trustee may dism'bul¢ the corpus of the Trust c~tatc to the then income beneficiary or beneficiaries m accordance with the portions of income to which each ben~aary is cmitled, or ff such portions ar~ not specificaLly set forth heroin, then in such amounts as it c~ms approlmate. K Thc words "child, children or issue or descendants" as used in this Trust, ,~hnil inclu~ adol~cd children and adopted grandchildren, and children, or grandchildren born or adopted after the cla~ of this Trust, unless ~ly sta~ed to thc contrary,. S. All powers and authorities granted to Trustee heteunde, r shall be fully exercisable by Trustee through and including fiaml distriimt/on of assets hereunder, ~een though the Trust may have terminated thcretofore. T. To maintain reasonable reserves for depreciation, depletion,-amortization, and obsolescence. U. In Tmstee's sole discretion to allocate such exemptions as are available as to the generation skipping transfer tax to any property, to mctude any property, from thai alloca~ion and to make all related allocations thereto. No beneficiary shall have any claim a?in~ Trustee for exercising such allocation powers as granted hereto. V. No person at any rune acting as a Trustee: hermmdcr ~hall ~ ~ pow~l' or obligation to lmrticilmte in any discretionary authority. Settlor has given to Trustee to pay the income or principal to such person or for his or her ben,fit or in reliof of his or her legal obligations. Further, no Trustee who is a beneficiary of one of the trusts, or who is legally obligated to support a beneficiary, .~hal! ever lm_rticilmte in (i) the exercs~ of, or decision not to exercise, any discretion to pay income or C: \MyFil~s\WP CLi~r\STEELE Charl~$~.~LL NO PROBAT~ lucySTZELE LvOCUMENTs ~8.wDd Page $ principal to, or to apply income or principal for the benefit of, any bcnefi~ (including discretion to allocate funds among a group aflxmcficiaries and discretion to accumul~ income), (ii) the determin~ion whether a beneficiary is disabled, (iii) the decision to end any ~ (iv) thc exercise of discretion to allocate rcceip~ or expenses between principal and income, (v) decisions to exercise tax options, (vi) a deci~'on to make ~ to aid in the settlement of my estate, (vii) the selection of a custodian for a minor*s property, (viii) the selection of the property to be alloca~ to the mamal dedu~on tm~ (Lx)~the dec,on to comlxue or divide trus~, or (x) the amendment of the trust by a Trustee here~m~r. ARTICLE VIII. APPLICABLE LAW This Trust has been accepted in the State of t~ Sta~. ARTICLE DC TRUSTEE'S COMPENSATION Compensation payable to Trustee shall be the compensation clue, in accordance with the fee schedule of Tmst~. at the time Trustee renders serWces hereunder, but if Trustee has no such fee schedule, then such ~ompensation shall be reasonable. ARTICLE X. SUCCESSOR TRUSTEE ~_.~,x~..2~ Upon the ~ resignation or inability to act of the Trastee, then S~ttlor hereby names Settlo~s spouse, CHARLES W. STEELE, or Settlor's spouse's designee, as Successor Trustee, (or the designee of the Successor), to serve, also without bond, in this or any other.~risdiction and without further order of court.. ARTICLE X/. REAL ESTATE CONTRIB~ BY SETTLOR It is Settlor~s intention that the contribution of real estate hereto by Settlor shall 1Je free from real es'tale tran~l'er taxes, either as a Lhdng Trust, or as an Ordinary Trust (see Section 110142). Accordingly, no real estate forming a part of the Trust E~ate which has ~n contributed hereto ~ Settlor, or proceeds or income or other benefit from such real estate contril:nated by Settlor nhail bo distnlmted or eligible to bo distril~ted to a beneficiary to whom thc distntxrtion would have generated a Real Es'late Tran~er Tax being payable if conveyed by Settlor directly to that l~on. Further, any real estate contributed by Settlor to the Trust Estate, or proceeds or income or other benefit from such real estate conmtmted by Settlor shall be distributed, during Settlo~s life, solely for the benefit of Settlor. IN WITNESS WHEREOF, the Settlor, and Trustee, have signed tlxis Trust the clay and year first alive written. Signed, sealed and delivered Se~lOr~nd '°rmsaee" WITNESS ~ hand and Notarial Seal My Commission Expires: Notarial Seal Harrisburg, Dauphin Counw My Commission Expires Fe~. 24, 2003 ~lenmer, Penn~vanm ~.q..~a~on ot No~lea REALTY TRANSFER TAX STATEMENT OF VALUE RECORDER'~ USE ONLY See Reverse For Instructions '~,o .omplete each sectlan and File in duplicate wish Recorder of Deeds when {~) the Full vatue/consideratio~ is not set Forth in the deed, (]21 when ~he deed ~s ,-,,ithout consideration, or by gib', or (3) a tax exemption is doimed. A S~atement of ¥cHue is not required if the transfer is wholly exempt fram tax based an: II) Family relationship or I]2! ?ubilc uti~it), easement. Jf more'space is needed, attach additlona~ sheel(s). A CORRESPONDENT. Ail inquiries may be clJrected to the roi/owing person: Name Telephone Number: ROBERT C. SPiTZER, P.C. ~,~Co~oI 7]7 I 231-7600 Street Address C~, $~o~'e ~ Ca~e 407 NORTH FRONT STREET HARRISBURG PA 17101 B TRANSFER DATA .~ t- ~ ~ ~...~. ~o,. o~ A..,,..~. o~ ~,~.., ~~i C PROPER~ LOCATION County School ~)isi'rict ,~ D VALUATION DATA ~ ~ = .'... '0, Fair M=rker V~iue 2. Other Consideration 3. Tatoi C'~sidero,'ion 4. County Assessed Vo~ue j~. Common Level ~,atio ~actor E EXEMPTION DATA ] O. Amoun! o~ ~xempti ~c~/L'~ k ~"--'Ciaimed.i ] b. Percentage alc Interest/D O ~J'~C°nveyed"'~ 2. Check App,:prlote Box Below for Exemption Claimed ~ Will or intestc*,e succession [Nome a/' Decec:.n~) ~ Transfer to industrial Development Agency. Transfer to ~ trust. (Attach complete copy of trust agreement identifying all beneficiaries.) Transfer between principal and agent. (Attach complete copy of agency/straw party agreement.) Transfers to the Commonwealth, the United Slates and Instrumentalities by gi~, dedication, condemnation or in lleu of condemnation. (If condemnation or in lleu af condemnation, attach copy of resolution.) ~ Transfer from mortgagor to a holder of a mortgage ~n default. Mortgage Book Number , Page Number [] Corrective or confirmatory deed. (Attach. complete copy af the prior deed being corrected or confirmed.) [] Statutory corporate consolidation, merger or division. (Attach copy of articles.) ~ Other (Please explain exemption claimed, if other than listed above.). ~ec, 1 T01 (c) , Tr'&~'F~r ~ "! '~v~n~ ..... , and Transfer to "ordinary trust-" all beneficiaries exempE. Copy of trust a~tached. Under penalties of law, I declare that I km, e examlp~d thi~ Statement, including occompcznying infom~cztien, and ta the. best of my knowledge ~d ~llef, it is t~e, co~ and complete. / ~ ~ ~ "'~ j o~. "' ' j t '"'""'" FAILU~ETO COMP~ THIS FO~ PRO~E~LY O~ A~AC~ APPLICABLE DOC'UMJ~A~ON MAY R~ULT 1~ ~E R~COR~S R~FUSAL TO ~CO~ ~ DE~. LIST OF PROPERTY DEPOSITED wrrH LUCY B. STEELE UNDER REVOCABLE TRUST WITH LUCY B. STEELE One Dollar ($1.00) Together with such property conveyed to Trustee by Deed or Bill of Sale, or acquired by Trustee after the date of this Trust. SCHEDULE "B" PLAN OF DISTRIBUTION OF TRUST ESTATE OF LUCY B. STEELE UNDER AGREEMENT DATED ~ ~.~, ~ / ~ A. Upon Settlo~s death ~h~_q Tru~ 'shall terminate' and Trustee ~hall distribute all tangible personal property being a part of thc Tru~ Estate to Settlofs spouse, CHARLES W. ST~-~.P but if he is not then living to SeroUs issue, m as equal shares as pracUcablc. B. Upon Settlo~s death, and if Settlor's Spouse, CHARLES W. STEELE. survives Settlor for thirty days, them Tms~ shall distribute the rest, residue and remainder of the Trust Estate to' Se, ttlor's spouse, CHARLES W. ST~.I.~., absol~. However, if Seltlo~s spouse is so then limng, he may disclaim all or a part of this gilt, or any interest in Settlor% estate, or this Trust Estate, or may disclaim any pomon of any such inter~ as follows: 1. Each disclaimer ~hall be m wnting and shall be delivered to T~. A disdaimer by the personal representative of a deceased beneficiary, thc properly authorized attorney m fact ~f a beneficiary, or the guardia, of an incompetent beneficiary shall have the ~ effect as a 2. The disclaimed mterem ~h~ll be disposed of, and the provisions of any Will or Trust which relate to the disclaimed interest shall be admimstered, as though the beneficiary did not survive Settlor. However, ff Settlor's spouse should disclaim ally part of Settlor's residuary estate, or this Trust Estate, and ff the disclaimer is a "qualified disclaimer" within the meaning of Section 2518 of the Internal Revenue Code, thc part which Scttlor's spouse disclaims shall be held m a separate trust and administered and disposed of as follows: All of the act income shall be dismbuted to Settlor% spouse, or applied for the benefit of Settlor's spouse, in quarterly or more frequent installments. If Setflofs spouse is living on the last day of a calendar .,,'ear, Settlofs spouse shall have the non-cumn!aOve right, exercisable ~- written notice delivered to the Trustee during the last day of the calendar year, to withdraw from the trust principal an amount not exceeding the greater of Five Thousand Dollars ($5,000.00) or five per cent (5%) of the value of the trust principal on thc last day of the calendar year. Trustee, if the Trustee is other than Settlor's spouse, may distribute to Settlofs spouse, or apply for Settlor's spouse's benefit, as much of the principal of this trust as the Trustee in its sole discretion, from time to time considers advisable for Settlor's spouse's health, maintenance and support. Upon the death of Settlor's spouse, the principal and any tmdisml~ut~t income then remaining ~hall be distributed to those lx:rsons and on those terms as set forth hereafter, as ff Scttlor's spouse had not survived Settlor for one hundred eighty O$0) days. C. If Settlor's spouse, is not so living on thc. 30th day. after Settlo~s death, and as to any. r~idue m the Trust as to which disclaimed property passed, and remaining in this Trust, or the balance, then Trustee shall divide and distribute the rest, residue and renminder af the Tra.~ F.~*_¢ to Settlor's beloved son, CHARLES SHERMAN STEELE, one third of the residue; to Settlor's beioved daughter. JANE MORGAN. on~ tlurd of the r~idue; andto Setflor's beloved grandchildrc~ GUY C. BOWRING, GRETA M. FARRELL, AND SUSANN W. BOWRING, in equal shares, the final one third of the residue of Settlor's Estate. LU(~Y~/S~ AMENDMENT TO/RATIFICATION OF TRUST created by L UCY B. STEELE.. with LUCY B. STEELE AS TRUSTEE Dated ~ruly 2, 2001 ,2001 Re: Trust Agreement dated July 2, 2001 be, m, een L UCY B. STEELE as Settlor and £ UCY t~ STEELE as Trustee, TO WHOM IT MAY CONCERN, AND TO MY TRUSTEE: Pursuant to the rights reserved to LUCY B. STEELE under Article V(a)ofthis Trust, LUCY B. STEELE x~4shes to and does hereby amend this Trust as set forth in this "AMENDIYFENT TO/RATIFICATION OF TRUST." In all respects, other than those specificaiIy set forth below, the terms and conditions of the above Trust are ratified and comSrmed, in their ent/retw. Article IV is deleted in its entirety, and the follox~4.ng Article iV is inserted in its place and stead: "Disability. of Settlor-If Settlor becomes incapacitated, or disabled, or otherwise unable to act effectively on her own beh/alfin matters concerning this trust, or if Settlor resigns, then and in such event settlor hereby names Jane Morgan to become the Successor Trustee, with full power and authority to act, as if originally appointed." A_rticle~ is deleted kn its entireg: and the follo~x-ing Article,t~X is inserted in its place and stead: "Upon the death of Settlor, Settlor hereby names Jane Morgan and Charles Sherman Steele to serve as Successor Co-trustees, with full power and autho,-ity to act, as if originally appointed." Schedule "B" Plan of Distribution of Trust Estate of Lucy B. SteeIe under Agreement Dated July 2, 2001, is deleted in its entirety and the Schedule "B" attached hereto and made a part hereof is inserted in irs place and stead. As a courtesy and convenience to me, Jane Morgan, my dui3; authorized m~d empowered at-tomey in fact, or agent executed this Trust for and on my behalfon Jul5, 2,2001. I hereby, personally, by my oxxna hand, ratiO' and confirm this action Jane Morgan took on m3' behalf, and I hereby adopt and ratify' the Trust of July 2,2001, as my mvn act mad deed, to the same effect as if I had executed this Trust personally and directly. COMMON'WEALTrt OF PENNSYLVANIA: SS: COUNTY OF CUMB~: s rr .oP, .q r) 'r ,USTEE On the ~ 1 day of {~.~L~,, ,2001, before me, the subschber, a Notary Public m and for said" Conunonwealth and Count3..', came the ~ove~~uned LUCY. B. STI:/FJ.E, satisfactorily proven to me to be the person v.;o°se name is subscribed to the wSthin instrument and acknowledged the above instn~ment to be her/his, act and deed, and desired ,he same nzight be recorded as such. WITN"ESS my hand a.nd Notarial Seal. ~ Notary Public My Commission Expires: C :xlCO.' files~WP Clieat N-Z'~:T~ ;ELE ~-'~ari~'E. STAT'E -='TC,.amer~im,mt2 m lucy tmstv,.pd .. NOTARIAL SEAL F_.lizat~e~ M. M~zGee, ~ Public My Co~i~n ~r~ D~. 8, ~ SCHEDULE "B" PLAN OF DISTRIBUTION OF TRUST ESTATE OF LUCY B. STEELE UNDER AGREEMENT DATED July 2, 2001 A. Upon Settlor's death, this Trust shall terminate and Trustee shall distribute all tangible personal property, being a part of the Trust Estate to the person or persons set forth in a memorandum lodged with this Trust, or, if none, to Sertlor's children, in as equal shares as practicable. B. Upon Settlor's death, Trustee shall pay all taxes and expenses of administering my affairs, and my debts, and divide and distribute, absolutely and free of trust, the rest, residue and remainder of the Trust Estate as follows: to Seulor's beloved son, CHARLES SHERMAN STEELE, one third of the residue; to Settlor's beloved daughter, JANE MORGAN, one third of the residue; and to Sertlor's beloved grandchildren, GUY C. BOWR~'G, GRETA M. FARRELL, AND SUSANqq W. BOWRING, in equal shares, the final one third of the residue of Settlor's Estate. LUCY B. STEELE C:~Vly filc~',V,.? C;i,=m N-Z'~T-r..ELE Charies~.E.ST..kTE ETC'am,mdrm:m2 to it~' tmat.~q:~d ha re: Designation by Successor Trustee of Successor Trustee TO WHOM IT MAY CONCERN: This letter is whiten pursuant to Article X of the Trust created by LUCY B. STEELE as Settlor and LUCY B. STEELE as Trustee dated.. -7//2/_ O/ ifI am unable or unwilling to serve as ~ Trustee, or ifI cease to be able to serve as ~ Trustee, for any reason, this is my designation of a Successor Trustee. as S ucce ssor Trustee o f this Trus~' Very m~ly yo~s, la/ r-, E00,q2 Z .... .' ...... ' DLfRABLE POWER ATTOI NEy JUL 3 PR 2 23 FROM: LUCY B. STEELE TO: JANE MORGAN Persons requested to act pursuant to t~e Power of Attorney are reminded of the provisions 20 Pa. C.$.A. Sect/on 5605 impoMng /iabi/Jty for failure to comply with instrucv'on$ under a power attorney without reasonable cause, I, LUCY B. STEELE, do hereby make, constitute, appoint and name JANE MORGAN, as my mae and lawful Attorney, under the terms and cond/dons and w~th the powers and authority contained herein. My intention in eranting this Power. of Attorney is for my Attorney to have all power and authority to act for and on my behal£in each a~d every area of my affairs, and this Power is to be interpreted to carry, out th/s intention. My Attorney shall have authority to do and perform all and ev.ery act and th.Lug whatsoever necessary to be done in the premises, as fully and to all intents and purposes as I might or could do ifpersonally present, with full power of substitution and revocation. I hereby ratL~, and comSxm ail tkat my Anomcy may do pm-suant to this power. My Attorney's powers and authorities shall include, but not be limited to the following: 1. PROPERTY- power and authority to transact all business and exercise ail rights of ownership and management of real or personal property., and to manage, lease, sell, buy, convey, option, repair, maintain, improve, subdivide and mortgage or pledge real or personal property, income producing or not, for cash or on credit, to take title to property in my name if my Attorney ~ proper, to execute, acknowledge and deliver deeds, leases, mortgages, releases, affidavits, sat/sfactions, subordinations, indtmqni6cat/ons and any other instruments relating to real or personal property which my Attorney considers necessary and proper, 2. I~SURANCE- to place and effect and cancel insurance, 0ire, acc/dent, disability., excess, health, liability, fire, or otherwise), to borrow against, to change the beneficia.D, of, and otherwise take such steps as are deemed by my Attorney as necessary, or appropriate as to such insurance, ' 3. ClX, ,q~G ACCOUNTS., SAFETY DEPOSIT BOX-to endorse all checks and drafts made payable to mx, order. . . ana couect the proceeds, to sxgn my name for checks on all accounts standing in my name, whether opened by me or my Attorney, to deposit to or to withdraw funds from the accounts and to open accounts in my Attorney's name or my name as attorney, in fact, and as to safety deposit boxes, to enter, add to and remove from any safety deposit box or boxes that are standing in my name any. items; prov/ded, however, that my Attorney shall not deposit or keep any of their or his/her personal items in the safety deposit box, 4. CLAIMS- to demand, collect,, sue for, compromise or settle, and receive all claims, property, sums of money, dividends, interest, payments on account of debts and legacies on all property now due or which may hereafter become due and owing to me, from any source, including wills and trusts, or claims made against me, and to give good · ¢ [OF PENNSYLVANIA: SS: OF DAUPHIN: On this, the ~ day of (-.,Zd'~.'7'L42/---~z'//'z-~ , 1998, before me, a Notary Public in and for said unders"igned officer, pe~nally appeared LUC'~ B, STEELE, known to me (or Commonwealth and Comity, the satisfactorily Woven) to be the person whose name is subscribed to the within instrument, and aclmowted§ed that (s)he executed the same for the purposes therein contained, and desired the same to be recorded as such. 12q WITNESS WHE~OF, i have hereunto set my hand and Notarial Seal My Commission Expires: I Certify this to be recorded In Cumberland County PA ~ Recorder of ~ 5 679 F~,C~ [103' L.4ST 4qLL AND TEST.4 ME.¥T OF LUCY B. STEEZE ~: LUCY B. STEELE. make this :o be ma,. Last Will mad Tes~amenL and I here~,, revoke am-. lar~ :s Will. FIRST: I ~ my. F_.x~anor ~o pay all my, lasl illness and tineral ~ a~ soon as ,SIECOND: Allt:~r~rlal effecl, s. clothillg, htrllilure, fllrnisI'fill§s,)ewelry., aulomobil~s, other tan~Me ~ersollal t:roDerty o{'c~)., kia-id, excel~ oniy that used ill a business or held for iz~estment, alxl inmiranc, lhercom t d ce lo my bm'band, CHARI~S W. S~. iff'she survives me for a pexiod of~hirt-V (30) da~'s, If he shall aot so sar 5ac me. lhem I gi~ thc same in equal shares to ma cfi ira, childrea who shall survive me for a l:~'Joct of ~ {30) ¢ ars and not ~0 the ,s~e of a. ny child who ;hall not gum,B,e me for a period oflh~. (30) days. lo be ctbdded among th~ t as lhev may. agrc~ior, ffthey are unable to agree. ~, lot TH]RD: All ~he rest, residue and remainder of mw estate, of whatso~,er nature and wheresoevex situate, ifiduding, that re,er which I have a Power cfi Al~omtmem, I gh,c, dmise and bczlueath lo lhe S~ ac'~sor ~OURTR;i I direct lhal all estale, i.M~:a'itznm and other mx-es in the nature Ihereo£ tog~her ~th a~ limere~ a~xl l:znalties ' , there°n' be=azmng ~r~..'able beesusc of m3' death with l'~t~ 1o the pr~., co~-Ii~g my o~, rs e~ for death t.~x l:mxlmses, whether or nat such ~Wl:m~., passes trader this Will be l:md from the principal of the residue ofmy ~_$1s~e. No persoll recehO, ng or ~ a l::~eficial inlerest J.u ally guch l:~l~rty., whether uzu:ler t, his W'fll or oth6rwise, lshall al ally, ~ be rccluired ~e eouL,'ibule w or tm%nd am, ~ thcreoi provided, however, ~a! this [ - direction shall not al:~. to the taxes on any ~ mclude4:I i~ m,v estate ~oleh, berause ora lmwer of aD~tmem thereof wh~.~ch I Imssess b~ ha~e not e.xerm,~I or on a~,, qualified te.,'mina~c imm-e~ or Io ~ generafio~.$td!~pi.u§ ~F~H: My. Executor/s here~, author/z~ :md empowered, in addition to such powe~ ~'anted ex~ rtars by. law. ali ~ ,Ja:isable, ~ithouT oour~ order; (a) lo seIl secamtie~ or other pml:~rry., real or pcrsonai or both: Ih) ~o mn-ow m~ne~., fi'om tach persons as i~ m~.., desire, i~clud~g thc lx~wer to l~n,e~- fi'om ilseif as a~ indh'idual ar as a fi h:ciary of my ~m as s~n~' :hc~ th~s ~tho~ to ~w ~d pled~ shall n~ ~t~ ~ to ~ ~'hich such ~me ~ ~- ~x~or ~s ~( or m (~ ~m~ the ~me (c) ~ fi)~ .fo(at in~me tax ~t~S and to ~nsent tO .joint ~R ~x ~s . te~s and ~difions ~ E~or ~s ~a~=, in ~, Ex~to~s mit adminf~on of my E~aie as d~l~ons ~r f~l in,me tax ~, wh~ this ~I1 ~lt in an ~)I ~ Jn~me ~nd ~h mx~ for ~ E~te {no a~n~ ~n j~ and dJ~o~s lo the ml~ ~t~ ~ s~te in~ment shall ~ ~ as a ~lt of Ex~or's ~lc ~~ to ~ (or ~r) m ~at as ~ ~ng to d~uc6on ~ndor ) R C. ~on 2056(a) p~ which is "~a)ifi~ ~able ofT.R.C. ~ 2056&)(~. tn all ~r~ ~x~ ~r ~ eton: &) in my Ex~s ~on~ ~ a~ ~Iable as to the ~on s~ng ~n~ tax to thru ~l~6on and ~o make all ~lat~ all--om the~o. ~o ~n~a~ shall h~ a~ cl~m for cx~sj~ ' · . g ~tch ailo~on ~ as ~nt~ h~n. ~) m my Ex~s ~t~ lme~ ow ~ch t~s a~ ~n~ons as Ex--or ~s a~ate; ~a6o~ d~le~on, am~ra~ and ~t~: in) ~/~an~ng a~hing ~ ~ a~hon~ ~ ~ thc ln~c~ ~n~ ~- ~tc to ~ tax~ S~: T aominam, ~tc ~d a~nt my chil~n. ~ARL~ S~MAN MORGAN, ? thc ~n~ ~ th~. m ~ as Ex--or ~th the m~ d~ ~d ~ as if ~na]ly lfboth ot~my_ chflclrtm an: urmt~ or unwilling to serve as l~x~cutor under this Las~ Will and Tcstame~ fhen I nominale.i cons~tme and appoint DAUPW]~ DEPOSIT BANK AND TRUST COMPANY, lE.x-~ulor ~']th thc same Clu6es and'po~m ~ fi'originally apl~mcd. No bond shall he rcqmr~ in this or n' other jl~sdJgtJon of my. ~qEVEN'I'Tq: ! hereb~ nownnafe, consritnle and appoint ntt d~ughter. JANE MORGAN. as Guardi; of a~:..' minor or other l:eneficiar?' p .l~ca]h., or menlalI.v l~nable to manage his or her affairs and to s~n,e bond in this or am, olher ~urisdiction. Ir'she is unatde lo s~'r~'o as C, tmrc~an, then T no,,{na~e, consti'mt~ afc my. son. CHARLES ST-IERMAN b-'T'EELE to scrv~ as Succr~ssor Guardian. lt[ar~ be~qq~am., of m? estate is ander thc age of cight~n (I 8) m al thc t/mc at which cli~-rilmtk propc~.', ct?Ss~l, and bequeathed by. this. Will would c~herwisc Ix: made to such beneficiary.., or is unalflc to ma or her o~ affairs, my. Exem_,tor shall distn~ou~e all such property Ia the guardian of the estate of such benef The guan~ian shall hold. manage, irr~st and reinvest any. properS, mcch,~l ~ the guardian (wh~h, this V~II c~r orher~4sc): shall colle~'t the income thereof, and shall app .ly so much of the nd income ancL · ' ' income is ~,nmfficienL m much of ~he l:~'incip~] of thc propers., held for such bcnefi~ary az thc gua~lJan necessary ?r advisable for such l:enefic/aO~s health, maintenance, support and complete education. T~e guarclian shall accttrnulate any surplus net income annually and add £hc ~mc to thc l~rinci~ I of thc I - progmrly, held for such beneficiary. ~Vqhen such henefidavy, attains the age ofmghte~n (18) years, or b~romes able lc mana~ his or the =~.~ardifin shall distrflmxte to ~ t=neficiam all prvper~., held by the guardian for s'ach tx?neficiar~. T~such benefic4a~., dies bef~. attaining the age of eighteen (18) years, or becoming able to manage h' or her affai~, the[guardian shall distribt~e to thelret~ona] representative ofsur~ ben~J~an~s estate all properS, heli by the guardian flr nmb beneficJa .fy' ' ] ' ~IGI4Tt4. The eompensa~en tmyable to my. Executor shall be thc comlrmnsarion due,..in ac~rdmx:~ w~th the f~ schedule of my Executor at the t~me such set, aces are mndm'~, or if my. Ex~mor is an indh4du~l, such co~on/shall be reasonable c~sa~on. ~r~ lh~rT4: Thc worcr~ 'child. children, or issue", as us cd tn this Will. shall include adolx~ ns and persons [,,~g, or ~dopt~l after thc dam of this Will. respe~velv ~mle~ ~-xlm. e~lv .sta~ed lo thc com~arv. tn of the ~'~thou~ ap~nt of any nag~ his .'r under Il dcern (S~AL) Si~ ~i~ ~s~ and ~la~ ~ LD~ B, S~E ~he ~d T~x, as and f~ ~cr La~' ~ and T~t~ in ~ ~. at her ~ ~d in the ~ of tach ~h~ ha~ ~to sm ~r han~ a~ ~ls as residi, g at COM7,40 .N'~,ALT[ff OF' PF2N'~CSYT,¥ANTA: ss: that I si~ it g~ my ~ ~d vol~ act f~ the pa~s th~n ~. ' ' day of 1999. ~ T,UCY B. CO~O~~ OF P~S~v~: 8S: cot~ ~ DAT~: : the ~m~% this d~ of ~t~ th~ Estate of Lucy Steele Schedule of Assets & Liabilities August 17, 2001 Net sales proceeds after costs per settlement Fix up Costs paid by Trustee out of Merrill Lynch accnt 101 Sherwin Williams 142 Sherwin Williams 143 Lowes 144 Paint 145 Lowes 147 Sherwin Williams 148 Supplies 149 Lowes 150 JHS 156 Kuppenhaver 157 Dave Steele 158 Bob Strausser 159 Electrical switch 170 Home Depot 171 CW Fritz 182 LTC Electric Contractor 183 Fox Services 184 Fox Services Total Fix-up Costs Net after Fix-up Costs 116,492.25 155.73 57.03 106.08 60.26 54.57 16.76 200.02 1,796.00 64.27 275.00 200.00 1,250.00 50.18 42.36 117.58 1,353.00 1,300.00 359.62 7,458.46 109,033.79 , urea '"~" B, TYPE OF LOAN: U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.DFHA 2.['-]FmHA 3. ~]CONV. UNINS. 4. ~--]VA 5. ['"]CDEV. INS. 6. FILE NUMBER: 7. LOAN NUMBER: SETTLEMENT STATEMENT ~ BOWRING 0020165072 8. MORTGAGE INS CASE NUMBER: OLD MORTGAGE iNS CASE NUMBER: 6.375%JF/ MML C. NOTE; ~'his form is furnislled 1o give you a stat~T~ent of actual settlement costs. Amounts paid lo and by the ~ettlement agent are shown. Items marlced '[POC]' were paid outside the closing; they are shown here for informational purposes and are not included in the totals, 1,0. 3/98 f GG~ ~. pI~i~WR lNG/19) D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADORESS OF LENDER: SUSAN W. BOWRING and JANE W. MORGAN, TRUSTEE ERA MORTGAGE JUSTIN E. MURPHY G: PRoPF-RT¥ LOCATION: H. SP-I ILEMENTAGENT; 25-1857112 1402 CHATHAM ROAD I. SETTLEMENT DATE; Midstata Abstract Company CAMP HILL, PA 17011 September 30, 2002 CUMBERLAND County, Pennsylvania PLACE OF SETTLEMENT 2331 Market Street Camp Hill, PA 17011 J. SUMMARY OI= BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER: 101. Contract Sales Price 120,000.00 401. Contract SaJes Price I 120,000.00 102. Persona! Pmport~ 402. Personal Properb/, 103. Settlement Cha~'~es to Borrower (Line 1400) 671.73 403. 104. 404. 105. 405. Adjustments For Items Paid By Seller in ad~ance Adjustments For Items Paid By Seller in advance 106. City/Town Taxes to 406. Cib~/T,own Taxes to 107. County Taxes to 407. County Taxes to 108. School Taxes to I408. School Taxes to 109. 409. 110. 410. 111. 411. 112. 412, 120. GROSS AMOUNT DUE FRoM BORROWER 120,671.73 420. GROSS AMOUNT DUE TO SELLER 120,000.00 20{3. A~IOUNTS PAID BY OR IN BEHALF OF BORROWER: _500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. DepOsit Or earnest money 100.00 501. Excess DepOsit (.See Instructions) 202. Principal Amount ut New Loan(sI 96,000,00 502. Settlement. Charcjes to Seller (Line 1400) 3,407.75' 203. Existing loan(s) taken Sut3iect to 503. Existing loan(s) taken subiect to 204. ' 504. Payolf of first Mortgage 205. Lender Credit - Poinls Paid 250.00 '~'05. Payol'f of second Mortc~a~e 206. Proceeds from Home Ecjuity Loan 17,799.44 506. Deposit retained by seller 100.001 207. with ERA Mor~cja~e ' "507. ' 208. ,, ,_ 508. '209. 509. ' Adjustments For Items Unpaid By Seller Adjustments For Items Unpaid By Seller 210. City/Town Taxes to 510. City/Town Taxes to 211. County Taxes to 511. County Taxes to 212. Sctmol Taxes to 512. School Taxes to 213. 513. 214. 215. ,514' 515. 216. .. , 217. 516. 218. 517. 518. 219. 519. 220. TOTAL PAiD 8Y/FOR BORROWER 114,149.44. 520. TOTAL REDUCTION AMOUNT DUE SELLER 3,507.75 '3~00. CASH AT $~=1 I LEMENT FROM/TO BORROWER: 600. CASH AT ~i~"[ILEMENT TO/FROM SELLFR: .3.,01. Gross Acrmunt Due From BOrrower (Line 120) ( 120,671.73 601. Gross Amount Due To Seller (Line 420) I 120,000.001 302. Less Amount Paid By/For Borrower tLine 220) 114,149.44); 502. Lass. Reductions Due Seller (Line 520) i( 3,507.7,51 303. CASH( X FROM)( TO)BORROWER 6,522.29 603. CASH( X TO)( FROM)SELLER 116,492.25 The undersigned hereby acknowledge receip~ ot: a completed copy of pages 1 &2, of this statement & any attachments re~erred to herein, . COMMISSION Based on Price $ @ % /sion ~ as Follow,~; to 04. to 00. ITEMS PAYABLE IN CONNECTION WITH LOAN 3~. Loan ongination Fee 0.5250 % to ERA 32. Loan Oiscount % to 33. Appraisal Fee to )4. Credit Repo~ to ~5. Lender's Inspection ~ee ~o )7. Assumption Fee lo )8. )g. 0. 1. 0. ITEMS REQUIRED BY LENDER TO BE PAiD IN ADVANCE 1. Interest From 09/30/02 to 10/01/02 ~ $ 17.O00000/day ( 1 days ~ ~nsurance PromiSor months ~o 3. Hazard Insurance Premium for 1.0~eam to MANAGING PARTNERS INSURANCE 4. 5. 30. RESERVES DEPOSITED WITH LENDER 31. Hazard Insurance 3.000 ~ Insurance ~own Taxes g4. Coun~ Taxes 8.000 ~5. Schooi Taxes 4.000 ]7. }8. AGGREGATE ADJUSTMENT )0. TITLE CHARGES )1. Settlement or Closing Fee )2. Abstract or Title Search ,3. Title Exa......._minalion 4. Title Insurance Binder 5. Oocumenl Prep,.?ation 0. Closin_..a Se~ice Letter 7. Allomey's Fees -----~~~bers: L. SETTLEMENT CHARGES months @ $ 37.83 ..Der month months @ $ .per month months @ $ .per monlh months @ $ 42.82..p_er month months @ $ ~t5.06 per month months @ ~ per month months @ $ .p_~.~.._month months @ $ .per month to to to to to REAGER & ADLER, PC to Midstate Abstract Corn a,~..~_ to REAGER & ADLER, PC POD $454. DEED 8. Title Ins.___.___~urance to._..._..MIDSTATE A___.BSTRACT ~nl numbers.t 102, 1103 & 1104 9. Lender's Coveraoe $ 96,~ 0. Qwner's Coverage $ 120~ 1. Endorsements 100, ~ to Midstate Abstract Company 113.4,. 342.56 460.24 P.~ID FROM FUNDs AT SETTLEMENT 125.00 35.00 -~. No~a~/'~ee 3. Nota~/Fee to Cash'----'-'---- to Cash '-'-'"---'""- to Mids/ate Abstract Company to ~ ~dstate Abstract Com_.pany · G~"'~--~RNMENT RECORDING AND TRANSFER CHARGES · Recording Fees: Deed $ 30.50; Mortgage $ ~s: Deed ~ Revenue S_tamps ADDITIONAL SETTLEMENT CHARGES ~ection SEWER & REFUSE_~.4TH QUARTER} TAX CERTIFICATION 54.50; ;Mo~a_g..~q~. Releases $ ID to LOWER ALLEN T~ to BONNIE MILLER, TREASURER--"~ TOTAL SETTLEMENT CHARGES .~nter on Lines 103, Section J and 502, Sectlon_~ Ln #101~ 871 150 10.00 5.00 3,407.75 Prudential Financial October 7, 2002 Prml~n~ai Securiti~ l~Cml~m'at~d 3 Lemoyne Drive Lemoyne, PA 17403 PO Box 7, Camp Hill. PA 170014852 Tel 717 76t-7344 800 468-8685 Fax 717 975-8426 Mr. John Steffee Pfister & Rompalo CPA 342 North Front Street Wormleysburg, PA 17043 RE: Estate of Lucy B Steele Corrected letter Dear Mr. Steffee: As per your recent request here is the Date of Death values for the above referenced account. The only account we had for Mrs. Steele was this individual account that was opened in March of 2001, prior to that it was a joint account with her husband, Charles and that account was opened in February of 1998. Individual Sha~es DescriPtion Value on Total Market Account 08/17/01 Value 2664.0 High Income Opportunity 8.64 23,016.96 Fund 586.820 Washington Mutual 29.59 17,364.00 Investors 4644.85 Prudential Money Market 1.00 464485 Total $45,025.81 The adjustment to the account balance reflects a $220.00 money market dividend that is included into the Money Market figure. Should you require any additional information, please do not hesitate to comact our office. Branch AOministrator Cc: Jane Morgan Merrill Lynch Alfred G. Farina, Jr. First Vice President PtA Portfolio Manager Rene B. Roy, CFM Financial Advisor The Farina Group 214 Senate Avenue; Suite 501 ?.O. Box 810 Camp Hill, Pennsylvania 17011 Kim Lee Kenawell-Hoffecker, CFM ~.enioF Figancia) Advisor PIA Pottfotio Manager Thomas J. Terhaar, CFM investment Associate 800-937-0735 - Toll Free 717-975-4602 - Direct 717-975-4663 - Fax www.fc.ml.eom/FARINAGROU P September 17, 2002 Jane Morgan 35 Creek Road Camp Hill, PA 17011 Enclosed with this letter is a copy of the date of death cost basis for Lucy Steele's account. If you have any questions or need additional information, please do not hesitate to call me at (717) 975-4604. I can be reached Monday through Friday from 8:30 a.m. until 4:30 p.m. R6bert K. Hoyt III Client Associate for The Farina Group ' Sheet1 ~ ~ QuantitY 6,000 150 8,1i2 200 800 20 142 504 28O 214 100 2,005 10 158 644 2,646 1,316 581 399 642 735 SeCurity , U. S. Treasury Bond Cinergy Corp Corn D and E CommUnication Harsco Corporation Hershey Foods Monongahela Power = Health Care Select Sector SPDR Consumers Sector SPDR Financial Amex Technology Select UGI Corp New ML Large Cap Core ML Fundamental Growth ML Fundamental Growth Davis NY Venture Alger Midcap Growth AIM Blue Chip Fund AIM Constellation Fund ML Global Tech Fund ML Global Tech Fund American New Economy Merrill Lynch Banking Date of Death Values '; a72~46923, * ~ Lucy Steele : 8/?712001 Cusip Number ' 912810EQ7 172474108 232860106 415864107 ' 427866108 610202509 81369Y209 813694308 81369Y605 81369Y803 9026811 O5 59021 R713 589958404 589958404 23908032 015565807 O01413855 O01413798 589983204 589983402 643822109 Price Per Share $108.91 $32.40 $23.84 $~3.32 $ 60.47 $1Ol .96 $ 27.94 $ 25.34 $ 24.26 $ 28.73 $ 10.04 $ 17.95 $ 16.46 $ 24.60 $ 7.02 $ 11.84 $ 20.98 $ 8.75 $ 9.20 $ 19.42 Total Value $6,534.60 $ 4,860.00 $ 193,390.08 $ 6,664.00 $ 48,376.00 $ 2,039.20 $ 3,967.48 $ 12,771.36 $ 7,646.8O $ 5,191.64 $ 2,873.o0_ $ 2O, 130.20 $ 179.50 $ 2,600.68 $ 15,842.40 $ 18,574.92 $ 15,581.44 $ 12,189.38 $ 3,491.25 $ 5,906.40 $ 14,662.10 $ 18,768.00 Total Value as of 8/?7/02 $ 422,240.43 Page BUREAU OF ZNDTVZDUAL TAXES TNHERTTANCE TAX DZYZSZON DEPT. 280601 HARRISBURG,, PA 17128-0601 COHHON~/EALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ZNHERZ'I'ANCE TAX STATEt4ENT OF ACCOUNT REV-1607 EX AFP JOHN STEFFEE PFISTER & ROHPALO $42 N FRONT ST WORMLEYSBURG ~ PA 17045 DATE 02-05-2005 ESTATE OF STEELE DATE OF DEATH 08-17-2001 FILE NUMBER 21 02-0154 COUNTY CUHBERLAND ACN 101 Aeount Ree'; 'l:ted LUCY HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF MILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credit to your account, subeit the upper portion of this fore with your tax payeent. CUT ALONG THIS L'rNE ~* RETA'rN LO~/ER PORT'rON FOR YOUR RECORDS REV-1607 EX AFP (01-03) ~xN INHERITANCE TAX STATEHENT OF ACCOUNT ESTATE OF STEELE LUCY B FILE NO. 21 0Z-0154 ACN 101 DATE 0Z-05-2005 TH'rS STATEMENT TS PROV/DED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAHED ESTATE. SHONN BELO# TS A SUNHARY OF THE PRINCIPAL TAX DUE., APPLTCAT/ON OF ALL PAYHENTS, THE CURRENT BALANCE:, AND, ZF APPL/CABLE, A PROJECTED /NTEREST F/GURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 12-50-2002 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 24,948.72 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 705.75- 11-05-2002 01-21-2005 CD001817 REFUND .00 25,656.56 IF PAID AFTER THXS DATE, SEE REVERSE SXDE FOR CALCULATION OF ADDIT/ONAL INTEREST. ( ZF TOTAL DUE 1S LESS THAN $1, NO PAYMENT 1S REQUIRED. ZF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), TOTAL TAX CREDIT 24,948.72 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed an the reverse side. -- [f RESIDENT DECEDENT make check or money order payable to: REGISTER OF NILLS~ AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CA): 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-IS13). Applications ara available at the Office of the Register of NilIs, any of the 13 Revenue District Offices or from the Department's Z4-hour ensmering service for forms ordering: l-BOO-36Z-ZOSg; services for taxpayers with special hearing and / ar speaking needs: 1-BO0-qqT-30ZO (TT only). REPLY TD: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviem Unit, Dept. lBO601, Harrisburg, PA 17liB-0601, phone (717) 787-6303. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed. PENALTY: The 1SI tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January l, 1982 bear interest at the rate of six (61) percent per annum caZculated et · daily rata of .00016~. All taxes Nhich became delinquent on and after January 1, 1981 ~i11 bear interest at a rate ~hich will vary from calendar year to calendar year ~ith that rate announced by the PA Department of Revenue. The applicable interest rates for 19BI through Z003 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1981 ZOZ .O00Sq8 1987 9Z .0002q7 1999 71 .000191 1983 16Z .000q38 1988-1991 llZ .000301 ZOO0 8X .O00ZI9 198q llZ .000301 1992 91 .O00Zq7 ZOO1 91 .O00Zq7 1985 I3Z .000356 1993-199q 71 .000192 ZOOZ 61 .00016~ 1986 IOZ .O00Z7q 1995-1998 9Z .OOOZ~7 2003 5Z .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to 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 be calculated. BUREAU' OF INDIVIDUAL TAXES INHERITANCE TAX DEPT. 25060! HARRISBURG, PA 17128-060! JOHN STEFFEE PFISTER & ROMPALO 342 N FRONT ST WORMLEYSBURG CUT ALONG THIS LINE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX PA 170!~? 1410 DATE 01-06-2003 ESTATE OF STEELE DATE OF DEATH 08-I7-2001 FILE NUMBER 21 02-0134 ?COUNTY CUMBERLAND ACN lOI Amount Remitted LUCY MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 RETAIN LONER PORTION FOR YOUR RECORDS DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF STEELE LUCY B FILE NO. 21 02-0134 ACN 101 DATE 01-06-2003 TAX RETURN WAS: C X) ACCEPTED AS FILED C } CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate CSchedule A) 2. Stocks and Bonds CSchedule B) C2) $. Closely Held Stock/Partnership Interest CSchedule C) C$) ~. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property CSchedule F) (6) 7. Transfers CSchedule G} 8. Total Assets APPROVED DEDUCTIONS AND EXENPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9) 10. Debts/Mortgage Liabilities/Liens CSchedule I) ClO) 11. 12. 15. NOTE: O0 40t381.00 O0 O0 5t045.00 O0 525t274.00 (8) 14,043.00 2,241.00 Total Deductions Cll) Net Value of Tax Return C12) Charitable/Governmental Bequests; Non-elected 9115 Trusts CSchedule J) C1S) Net Value of Estate Sub3ect to Tax (lq) If an assessment was issued previously, lines 14, 15 and/or reflect f/gures that include the total of ALL returns assessed ASSESSHENT OF TAX: 15. Amount of Line 1~, at Spousal rate 16. Amount of Line lq taxable at Lineal/Class A rate 17. Amount of Line lq at Sibling rate T8. Amount of Line 1~, taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: c15) . O0 x (16) 554,416.00 x (17) . O0 X (la) . O0 x NOTE: To insure proper credit to yOUr account, submit the upper portion of this form w/th your tax payment. 570,700.00 554,416.00 .00 16, 17, 18 and 19 will to date. O0 .00 045 = 12 = 15 = C19)= 24,948.72 .00 .00 24,948.72 PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 11- 05-2002 CD001817 705.75- 25,656.56 IF PAID AFTER DATE [NDICATED, SEE REVERSE FOR CALCULATION OF ADDTT[ONAL INTEREST. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 24,952.81 4.09CR .00 4.09CA c IF TOTAL DUE IS LESS THAN 91, NO PAYMENT IS REQUTRED. IF TOTAL DUE TS REFLECTED AS A "CREDTT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: PURPOSE OF NOTICE: PAYMENT= REFUND ¢CR)= OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: 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 (collaterai) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the rAght to appraise and assess transfer Inheritance Taxes at the lawful CIass B (collateral) rate on any such future interest. To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NZLLS, AGENT 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 (TT only}. Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax Cincluding discount or interest) as shown on this Notice must object within sixty (&O) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. OR Factual errors discovered on this assessment should be addressed in writing to: 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-1501) for an explanation of administratively correctable errors. 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 allowedo The I5% 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 is charged beginning with first day of delinquency, or n/ne (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%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after Januar~j 1, 1982 will bear interest at a rate which wilI vary from calendar year to 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% .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .000247 1985 13Y. · 000356 1995-1994 7Y, · 000192 2002 6~. . 000164 1986 10% · 000274 1995-1998 9% · 000247 2003 5% .000137 --Interest is calculated as follows: XNTEREST= BALANCE OF TAX UNPAZD X NUI~BER OF DAYS DELXNQUENT X DAXLY ZNTEREST FACTOR --Any Notice issued after the tax becomes delinquent w111 reflect an interest calculation to 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 be calculated. 0CT, 23,2003 5:11PM REED, SM[TH LLP Hbg, P~,17101 '--NO. 2318--P. 2 STATUS KEPORT UNDEK RULE 6.12 Name of Decedent: S'-'rI~L~ ~ 5. Will No.: ~ ~z._~ma - o~$q Pursuant to Rule 6.12 of the Supreme Court Orphan' Court Rules, I report the following with res-peet to completion of the administration of the above-captioned estate: 1. State whether ~dminJstmfion of thc estate is complete: ................ ¥ic ' ..................... '-- -- 2. ffthe answer iz No, ~tate whea the persOaal z~pre, sentafivc reasonably believes that the atlmi.is~ration will be complvte: 3. If tho mswer to No. 1 is Ye% state thc following: Did the pe~onal representative file a final account with ~e Court? Yes _ No ~ b. The sepsratc Orphans' Court No. (if any) for the personal representative's account is: c. Did tho personal .r~'eseatative state an aeeotmt informally to tho parties in interest? Yes ~ No Date: Copies of receipts, releases, jo~ader$ and approval of formal or informal accounts may be filed with the Clerk of the Ozpham' Court and may be attached to this report. ~ame Telephofi¢ No, Capacity: Personal Representative Counsel for personal representative OCT, 23, 2003 5:11 REED, SMITH In P~o: Bstate of Lucy B. Steele Late of Carlisle Borough E~tate No.: 21-2002-0134 LLP Hbg, Pa, l?101 NO, 2118--P, SEP L) 4 2003 ,,...,. ~: :', "' r,.~ ~, ........ O1;[I'I-L4J~TS' COURT DFsqS][ON COURT OF COMMON PIJEAS OF CUIVIBERLAND COUNTY PBNNSYLVANIA NO. 21-2002-0134 NOTICE OF F.An_.URE TO HLE STATUS REPORT AND REQUEST TO CONDUCT A I~.ARING HYRSUANT TO RULE 6.12, 8UPP~ME COURT ORPHANS' COURT RULE ?~onal Reproseatative: _.Cp_ ..t~. el ~or Perso_~.. Rcpm,~.. ~Q_¥e:. Marc ~..~Farrell, Esquire Date ofDecedent's D~th: 0g-17.2001 Date of Delinquency Notice: 07-01-2003 The undersigned, ~ M. Otto, Register of Wills, i~ accord~ce with Rule 6.12, Supreme Cour~ Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of ~CeO~On Pleas of Cumb~lan_d County, that neither thc above named personal representative nor eve named co, m_~el for tho personal representative l:~rv'c filed wi~ the Register of Wills or Clerk of the Orphans' Cour~ his, her or its Stat~ P~ort required by Rule 6.12, Supreme Court Orphans' Court Rule and that ~ ~lulsite notice~ pursuant to Rule 6.12, Supreme Court Orphs~_s' Court Rule, was give~l by the Register of Wills on 0701, 2003, and that tho te~ (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby noticed of such delinquency and the undersigned requests that a Court conduct a hearing to determin© whether slmctions should be imposed upon the delinquent pez~onal representative or counsel for the delinquent pcrsorial representative. Date: 0%0%2003 Otto, Register of Wills · - ~' - '~ Distribution: Pemonal Representative Counsel for Personal Representative BsUte File /t -,;-v'..~3 ~]:~ ~-,,~, A hearing is scheduled for at in Courtroom No. 3. If tho Stat~ Report is filed prior to the hearing date, the hearing will.auiomaticalll~~ George"E. ~off~, P3'. ~ 2h~0 29~ 9000 0~52 ~ODL JRD/June 30, 1992/17858 SEP U 4 2003 In Re: Estate of Lucy B. Steele Late of Carlisle Borough Estate No.: 21-2002-0134 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-2002-0134 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Counsel for Personal Representative: Marc J. Farrell, Esquire Date of Decedent's Death: 08-17-2001 Date of Delinquency Notice: 07-01-2003 The undersigned, Donna M. Otto, Register of Wills, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills on 07-01, 2003, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 07-07-2003 Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for at in Courtroom No. 3. If the Status Report is filed prior to the hearing date, the hearing will automatically be c~~ GeorgeX,E. ~lro ~fe~, e. ~. -- STATUS REPORT UNDER RULE 6.12 Name of Decedent: ~'TEELEI [-~ ~. Date of Death: Will No.: Admin. No.: 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: 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: 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 re.~presentative state an account informally to the parties in interest? Yes ~ No ['-] Date: Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Name Address Capacity: Telephone No. [~l Personal Representative [~ Counsel for personal representative