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HomeMy WebLinkAbout02-0920 PETITION FOR PROBATE and GRANT OF LETTERS G.All~l-ter W. VQi\ fide" No. 1..1.02.-q~ To: Estate of a/so known as Register of Wills for the . Deceased. County of c;, 'I.( tr\J.er /a ntL in the Social Security No. 2 O:z. . :l 0 . .0 I 5 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut ('; y. in the last will of the above decedent, dated 0 c+o"~r ':l.. and codicil(s) dated named ,1IJ~ (slate relevant circnmstances. e.g. renunciation, death of executor, etc.) C (,I rtI b~r 141'111. 001 ilooCNI r. (list street. number and muncipality) Oecendent,then 74. yearsof;~.g~died .~ee}e~ &er 'J. :af.p~, at _LQQI GODA, H~ ~,.~ I "'D.~!""II.St.."p I _,,..I,e;:'L Co...... ty Except as follows, decedent did not marry, was not 4ivorced 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: nsylvania, with Oecendent was domiciled at death in h j S last family or rincipal residence at A Oecendent 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.) Personal property in County Value of real estate in Pennsylvania situated as follows: 613.QQQ.OD $ $ $ $ WHEREFORE, petitioner(s) respectfully presented herewith and the grant of letters request(s) the probate of the last will and codicil(s) ie~+Q"'~,,+..~ (testamentary; admim allon c.La.; administratIOn d.b.n.c.La.) theron. 7:i:. ~"3 WV ~ie:KI' ~"" LJtt:.1. _3&.11./ __1,11 _~ S..:/::i Spr:"J< .' PA /7007 f '0 ~ o ~= :; '- x~ -.:l~ ;:;-;:: '-:"':: ;;, /i OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA j' 88 COVNTY OF ~l1/o'1BF:Rr.AND The petitionerls) above,named swear(s) or affirm(s) t true anu corre~t to the be~~ of the knowledge and beli tativels) of the above decedent petitioner(s) will well an t the statements in the foregoing petition are f petitioner(s) and t t as personal represen- tr y.a?;t<inister t esta57'accor~aw. t ~ _~~ ~ 00' '" " ;.: ~ (t-qL.j- 3 Sw?rn to or affirmed and subscribed { bel ore me thiS 10th day of ~~~ .11 .~ l:/).A ~ R~:sre;n -~. D.J">__~ No. 21-02-920 Estate of GUNTHER W VAN ELDEN , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW OCTOBER 11\'}' 2002 19_, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, , d 10-2-2001 IT IS DECREED that the mstrument(s) ated described therein be admitted to probate and filed of record as the last will of GUNTHER W VAN ELDEN and Letters TESTAMENTARY VICKI LYNN LOESCH are hereby granted to icp $ TOTAL _ $ "J,Q:-,1.Q,-)P,Q~,................. . called exec 10-10-2004 410.00 75.00 36.00 5.00 526.00 ~",~~kM~^'-h- ~~~ 'RegisterofWil~' ~ g/,'I'i .5 e ~.J a. rt> I/) ..:r 13u f/ e ("" ATTORNEY (Sup. Ct. I.D. No.) 509 N. Third $./ IN#-4 F / FEES Probate, Letters, Etc. ......... $ Short Certificates( ).......... $ ~~* .e~tr~.p'a~es$ I I ADDRESS ,..,...( r:""bllf r::J ,4>A /7/01 Filed PHONE ""'7- 2 3G. - ''Igs '," ,.' UJ: ,.}!.,' Ol r- zo. , )\J05.HIl~ REV 9/ii6 This is to certify that the infotmation hete given is cortectly copied ftom an otiginal certificate of death duly filed with me as Local Registtat. The otiginal certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. akfit/ /?2 ~-~---~/- Local Registrar 0' Fee for this certificate, $2.00 p 8628994 SEP 2 5 ZOO1. Date '''3~.2187 COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTI-t . VITAL ReCORDS CERTIFICATE OF DEATH NAMEOf DECEDENT {hll. Mddle, ltlll .. Gunther W. Van Elden '" l.ma le SW!fILENUMlIEfI SOCIAl SECURITY NUMBER ,;!02 - 20 .--6015 OJil"EOFOEATHlMonIl,O'y,......l .Sept. 19,2002 AGE(lUI.~Yl UNDER 1 YeAR ...... ..~ UNOER 1 DA'I' HDur'l~ DATE Of elRlH (Monch. Day. 'MM1 Pl..ACEOf'OEATH~onIV...-_....llCIoOn$""_sdlI' HOSI'ITAl' OTHER' 8ElDorado,KA Inpa\lInID E~_O 00.0.0 ~O 1. ... FACllITYNAME\.fIQlll'll/llul....,go...."'N!and....-nber1 8lRTH'lACE (C4Iv IIflCl ~orFOIeogtlCClur*Yl DECEDENT'S USUAL OCCUf>lllnON ~-=:_;;.,o:::.:::~.=r t1~ales re 1 OEa.OENf.Sw.l'..lt<<1MlCf\ES6\Sl1.....~SIP. ZlpCCllll) 1001 Good Hope Rd. ... Mechanicsbur9, PA 17050 FRHER'SNoWE (filII. l.bdllll.lMtI u. AN TONY G. VAN ELDEN INFORMANT'S NAME rr ypalPronl). *. Thelma Van Elden METHOI)Of~~ . DonttlDnD =~ er-tIiorIO ~1ron1a.YO ..21.. Hampden ... KN\lD BUStMESSIlNOUSTR"r Good Hope Rd. =rJO 74 ,~ eb.12,19 .. CITY. fIORO. TWP OF PEAiH .. .. COUNl'YOFDEAfH Cumberland ... 1001 RACf.~nl"",II/ack.WIIil.."c """" white ". _SOECEDENl EVER IN DECEOfNT"SEDUColfION \l.S.~DfOACES'1' h v..""NoO E;2~ 12. 1. 11..sui.ennsvl vania MMVTAl soo-us. Mun.d "'- "''''-<1. W-..;I, ........-" rried SlJRV\V1HQ, SPQUSE lII_."""'....oOoIn......., Hamp pelma en Bolla ... .~. Cumberland t1d.O ::;""~:;::ol MOTHeR.SNAMEIF.... ModlIII. 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"'9"J....,....~""'!:l!!!I'" U:-k/-t/ ,r"C '7'fU-~ D. ~,/p/I/" I d .2..- LAST WILL AND TESTAMENT OF GUNTHER W. V AN ELDEN -;;11 -OJ- q~o I, GUNTHER W. VAN ELDEN, of Hampden Township, Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and codicils by me at any time made. ITEM 1. I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my estate or by any recipient of any property, shall be paid by my Executrix out of the property passing under ITEM 5 ofthis Will, as an expense and cost of administration of my estate. My Executrix shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. In the absolute discretion of my Executrix, she may pay such taxes immediately or may postpone the payment of taxes on future or remainder interests until the time possession ITEM 2. I direct my Executrix to pay the expenses of my last illness and funeral expenses from the property passing under this Will as an expense and cost of administration of my estate. ITEM 3. In the event that my wife, THELMA A. V AN ELDEN, survives me, I give and bequeath to her absolutely and in fee simple all of my household furniture and --::tltyf~ UJ ~1.J f/J~ furnishings, books, pictures, jewelry, silverware, automobiles, wearing apparel and all other articles of household or personal use or adornment. In the event that my wife does not survive me, I make said bequest to my children living at the time of my death, to be divided among them as they shall agree. Should there be no agreement, such property shall be divided among them by the Executor in as nearly equal portions as is deemed practical in the sole discretion of the Executor, having due regard to the personal preferences of such children. ITEM 4. Ifmy wife survives me, my Executrix shall divide my residuary estate into two separate parts, the marital part and the exemption trust. I give, devise and bequeath the marital part to my wife, THELMA A. V AN ELDEN. The marital part shall consist of that amount which will equal the maximum marital deduction allowable in my estate for federal estate tax purposes, reduced by the final federal estate tax values of all other property interests which pass or have passed to my wife, under other provisions of this will or otherwise and which qualify for the marital deduction. In no event shall a greater amount be allocated to the marital part than is necessary to completely eliminate the federal estate tax in my estate, after considering all other federal estate tax deductions and credits (but only to the extent the use of the state death tax credit does not increase the state death taxes payable) to which my estate may be entitled. My Executrix shall satisfy the marital part in cash or in kind, or partly in each, with assets eligible for the marital deduction; assets allocated in kind shall be deemed to satisfy this amount on the basis of their values as finally determined for federal estate tax purposes, but in no event shall the date-of-distribution value of such assets be less than the amount of the marital deduction. The exemption trust shall consist of the balance of my residuary estate. Ifmy wife $~iArh JJtt~/~~. -2- survives me, I also give, devise and bequeath to my wife, THELMA A. V AN ELDEN, any property, power or interest disclaimed by my Trustees under any succeeding item of this Will. In the event that my wife, THELMA A. V AN ELDEN, predeceases me, I give, devise and bequeath all my property as provided in the succeeding ITEM 5 of this Will. ITEM 5. I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my Trustee, VICKI LYNN LOESCH, IN TRUST, for the following uses and purposes: (a) The Trustee shall pay to or expend and apply for the benefit of my wife, THELMA A. V AN ELDEN, so much of the income and principal as she, in her sole direction, deems necessary for the proper support, maintenance and welfare of my wife, including medical, surgical, hospital or other institutional care, having in mind both the standard of living to which she has been accustomed and the income available to or for her from other sources. Any income not distributed shall be added to principal. (b) After the death of my wife, THELMA A. VAN ELDEN, or if she predeceases me, then upon my death, the Trustee shall distribute two-thirds (2/3) of the principal balance of the trust to my daughter, VICKI LYNN LOESCH, ifshe is then surviving, or ifnot, to her then living issue, per stirpes. The Trustee shall continue the trust for the remaining one-third (1/3) of the principal balance, but VICKI LYNN LOESCH will be replaced as Trustee by RONALD L. ISAACMAN and RONALD D. BUTLER, who shall thereafter serve as Co- Trustees, for the following uses and purposes: ~~1P1 tV ~$JA, -3- (i) The Trustees shall pay to or expend and apply for the benefit of my daughter, ELEANOR E. HERTZLER, so much ofthe income and principal as they, in their sole discretion, deem appropriate for the following purposes: (1) Her proper support, maintenance, welfare and education. (2) The proper support, maintenance, welfare and education of her children. (3) Her rent payments, mortgage payments, car payments, taxes and other similar payments. (ii) Ifmy daughter, ELEANOR E. HERTZLER, remains drug free for a period of five (5) consecutive years, then the Trustees shall pay to or expend and apply for the benefit of my daughter, ELEANOR E. HERTZLER, so much ofthe income and principal as they, in their sole discretion, deem necessary or appropriate for any purpose. (iii) Upon the death of my daughter, ELEANOR E. HERTZLER, the trust shall terminate and the Trustees shall distribute the then remaining principal and accrued income, if any, to the then living issue of my daughter, ELEANOR E. HERTZLER, per stirpes, if any, or if none, to the then living issue of my daughter, VICKI LYNN LOESCH, per stirpes. (c) No part of the income or principal of the property held under this Trust shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver -$l;~i111;;;1 tLJ iJu;fjJA~I/ -4- in bankruptcy of any beneficiary prior to his or her actual receipt thereof. The Trustees shall pay over the net income and principal to the parties herein designated, as their interests may appear, without regard to any attempted anticipation, pledging or assignment by any beneficiary under a trust, and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary. ITEM 6. In addition to the powers conferred by law, the Trustees shall have the following powers: (a) To retain in their absolute discretion and for such period as to them shall seem advisable, any and all assets constituting the Trust Fund, without liability for any loss incurred by reason of the retention of such assets. (b) To change investments and properties, and to invest and reinvest all or any part of the corpus of the Trust hereby established, in such securities, investments, or other property as to them seems advisable and proper, irrespective of whether the same are authorized for the investment of trust funds by the laws of the Commonwealth of Pennsylvania. (c) To sell all or part of the property which at any time may constitute a part of the Trust hereby established, at such time, upon such terms, for cash or on credit, with or without security, in such manner and at such prices, either at public or private sale, as to them shall seem advisable and proper, and to execute good and sufficient deeds and bills of sale therefor. ~Vfl!b/ //JP/UUiMari/ -5- (d) To lease any property held by them and for the duration of the term, irrespective of the provisions of any statute or of the termination of the trust; and to mortgage, pledge, collect, convert, redeem, exchange, or otherwise dispose of any securities or other property at any time held by them. (e) To borrow money, whether to pay taxes, exercise subscriptions, rights, and options pay assessments or to accomplish any other purpose of any nature incidental to the administration of the Trust hereby established, and to pledge any securities or other property held by them as security therefor. (f) To enforce any bonds, mortgage, or other obligations or liens held hereunder; to enter upon such contracts and agreements and to make such compromises or settlements of debts, claims, or controversies as she may deem necessary or advisable; to submit to arbitration any matter or difference; to vote personally or by proxy any shares of stock which may at any time be held by them hereunder. (g) To consent to the reorganization, consolidation, merger, liquidation, readj ustment of or other change in any corporation, company or association, or to the sale or lease of the property thereof or any part thereof, any of the securities or other property of which may at the time be held by them thereunder, and to do any act or exercise any power with reference thereto that may be legally exercised by any person owning similar property in his own right, including the exercise of conversion, subscription, purchase or other options, the deposit or exchange of securities, the entrance into voting trusts, and the making of agreements or ~N'fl/i;;1 /I J d,~ f?j)/~ -6- subscriptions which they may deem necessary or advisable in connection therewith, all without applying to any court for permission to do so, and to hold, redeem, sell or otherwise dispose of any securities or other property which they may so acquire, irrespective of whether the same be authorized for the investment of trust funds by the laws of the Commonwealth of Pennsylvania. (h) To cause to be registered in their names as Trustees hereunder, or in the names oftheir nominees without qualification or description, any securities at any time held in the Trust hereby established. (i) To determine the manner in which the expenses incidental to or connected with the administration of the Trust hereby established shall be apportioned as between income and principal. (j) To carry out agreements made by me during my lifetime, il1cluding the consummation of any agreements relating to the capital stock of corporations owned by me at the time of my death, and including the continuation of any partnership of which I may be a member at the time of my death whenever the terms of the partnership agreement obligate my estate or personal representative to continue my interest therein, and to enter into agreements for the rearrangement or alteration of my interests or rights or obligations under any such agreements in effect at the time of my death. (k) To apportion extraordinary and stock dividends received by them between income and principal in such manner as they may see fit; provided, however that all ~tM~ tIJ t4w MIan/ -7- rights to subscribe to new or additional stock or securities, and all liquidating dividends shall be deemed to be principal. (I) To disclaim without court approval any part or all of any property, power or interest passing to the exemption trust under any Will, Deed of Trust or otherwise. The Trustees may freely act under all or any of the powers of this Agreement given to them in all matters concerning the Trust hereby established, after forming their judgment based upon all the circumstances of any particular situation as to the wisest and best course to pursue, without the necessity of obtaining the consent or approval of any court, and notwithstanding that they may also be acting as an individual, or as trustee of other trusts, or as an agent for other persons as an individual, or as trustee of other trusts, or as an agent for other persons or corporations interested in the same matters, or may be interested in connection with the same matters as stockholders, directors or otherwise. The powers herein granted to the Trustees may be exercised in whole or in part, from time to time, and shall be deemed to be supplementary to and not exclusive of the general powers of trustees pursuant to law, and shall include all powers necessary to carry the same into effect. The enumeration of specific powers herein shall not be construed in any way to limit or affect the general powers herein granted. ITEM 7. In addition to other provisions applicable to trustees generally, the following provisions shall apply to the Trustees: $1^I~jUtk~~ -8- (a) No bond or surety shall be required of the Trustees or of any successor Trustee who shall serve hereunder. (b) The Trustees or any successor Trustee may resign by an instrument in writing. (c) Except as otherwise provided in this Will, the Trustees or any successor Trustee may appoint any person, firm or corporation, other than the Testator or any firm or corporation which the Testator has an interest, as successor Trustee. (d) Any successor Trustee shall have and may exercise all the rights, powers, duties and discretions conferred or imposed on the Trustee. (e) No one dealing with any Trustees need inquire concerning the validity of anything the Trustee purports to do, or see to the application of any money paid or property transferred to or upon the order of the Trustees. (f) No successor Trustee shall be obliged to examine the accounts and actions of any previous Trustee. (g) No successor Trustee shall be responsible in any way for any acts or omissions of any previous Trustee. (h) No Trustee shall be liable for any act or omission unless the same be due to that Trustee's own willful default. ~~;k li)d4lJij1$~/ -9- (i) The compensation to be paid to any Corporate Trustee for its ordinary services as Trustee shall be at the rates prescribed for similar trust services in its standard compensation schedule in effect at the time of each charging of such compensation, unless it agrees in writing to a different fee arrangement. Any Corporate Trustee shall receive reasonable additional compensation for all requested or required extraordinary services. It may deduct the compensation at such time or times and from such sources as it may reasonably determine. Reasonable compensation shall be paid to any individual serving as Trustee, unless the individual waives the right to receive compensation. ITEM 8. Whenever and so often as any beneficiary hereunder to whom payments are herein directed to be made shall be under legal disability or in the sole judgment of my Executors or Trustees shall otherwise be unable to apply such payments to his or her own best advantage my Executors or Trustees may make all or any portion of such payments in anyone or more of the following ways: (a) Directly to such beneficiary. (b) To the legal guardian or conservator of such beneficiary. (c) To a relative of such beneficiary to be expended by such relative for the benefit of such beneficiary. (d) By themselves, expending the same for the benefit of such beneficiary. ~~41t~du~/ -10- ITEM 9. Ifmy wife, THELMA A. VAN ELDEN, and I should die at the same time, or in a common disaster, or under such circumstances that it is difficult or impossible to determine who died first, she shall be deemed to have survived me. Any other person who shall have died at the same time as I shall have, or in a common disaster with me, or under such circumstances that the order of our deaths cannot be established by proof, or within thirty (30) days of my death, shall be deemed to have predeceased me. ITEM 10. If at any time any child under the age of twenty-one (21) years shall be entitled to receive any assets hereunder, my Executrix shall receive such assets as Custodian under the Pennsylvania Uniform Transfers to Minors Act for that beneficiary. Such Custodian may receive and administer all assets authorized by law, and shall have full authority as provided in the Pennsylvania Uniform Transfers to Minors Act to use such funds in the manner she deems advisable for the best interests of such beneficiary. In addition, said Custodian shall have all the rights and privileges as to the Custodianship and its assets as are herein granted to the Executrix as to my estate and the assets therein. I also designate said Custodian as successor Custodian of any property for which I am custodian under any Uniform Transfers to Minors Act. ITEM II. I hereby nominate, constitute and appoint my daughter, VICKI LYNN LOESCH, as Executrix of my estate, In the event that she is unable or unwilling to serve in this capacity, I then nominate, constitute and appoint my wife, THELMA A. V AN ELDEN, as Executrix of my estate. In the event that she is unable or unwilling to serve in this capacity, I then nominate, constitute and appoint CYNTHIA E. TWOMBLEY as Executrix of my estate. ~NYlJ#; IlJduPfi-?/1 - -11- In addition to the powers conferred by law, my Executors shall have the same powers granted to my Trustee in ITEM 6 above. My Executors are specifically relieved from the duty or obligation of filing any bond or bonds. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, this:;<IlJ () day of c!J ~/7/ ,A.D., 2001. ~/)J~~) Gunther W. Van Elden (SEAL) WITNESS: M/J~ . ~~ residing at In'f (}~f~ f(~k51! (71/::Y 34,,1. N f(l-.. SA.. residing at {~~(f:5~""""'- QA 11 ({ fJ -12- COMMONWEALTH OF PENNSYLVANIA ) : SS. , COUNTY OF .tA Ll f'i-l (JJ ) We, GUNTHER W. VAN ELDEN, f-.{'\ ./J4Lb ~. f?, 1}'U,p , and 6tN:JA {Vl '(;J S, /!:; uTU/L..,. the Testator and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that he had signed willingly (or willingly directed another to sign for him) and that he executed it as his free and voluntary act for the purpose therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of their knowledge, the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~PI1i/;M j1J~ t}:JA~/ Gunther W. Van Elden J1d4W , Witness ~mr Subscribed, sworn to and acknowledged before me by GUNTHER W. VAN ELDEN, the Testator, and subscribed and sworn to before me by 1<-oAMLD b. ~U"'TLLf2-- , and e~N:rAM( tv ;r: e.u~, the witnesses, this ~....,-C> day of f\C--rIlB.t..12-- ,2001. ~;J'~~"J Notary Public My Commission Expires: : f,hJT ARJAL SS'iL ! CHERYL L FERGUSON. Notary Public 'I Harrjsbllr~, DaUp)l[n Gcunty Mil C'X7';;:":'':::s;~;'~' r"{!:(;~:~'~,6J~"'ij R. ~?_:~?_-=-" REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA y! o CERTIFICATION OF NOTICE UNDER RULE 5.61al Name of Decedent: Gunther W. Van Flden Date of Death: 9/19102 Will No. 21-02-0920 Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6{a} of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 1011,102 Name Address Thelma A. Van Elden 1001 Good Hope Road Mechanic"hurl! P A 170')0 GuntheI W. Van Elden TruSlclo Vicki: Lynn Loesch, Trustee 1344 Kuhn Road Roilin!! Snrinl!s PA 17007 Notice has now been given to all persons entitled thereto under Rule 5.6{a) except: none Date: [(}/"102 Signature Name: Beniamln I Rutler Fsa Address: soo N. Third Street P.O. R()x 1004 Harrishurv PA ]71O~-I004 Telephone(717) 2361485 1. Capacity: x Personal Representative Counsel for Personal Representative c . v ESTATE OF GUNTHER W. V AN ELDEN, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 0920-2002 INRE: DISCLAIMER TO WHOM IT MAY CONCERN: KNOW ALL MEN BY THESE PRESENTS, that I, VICKl LYNN LOESCH, designated Trustee of the exemption trust created under ITEM 5 of the Last Will and Testament of Gunther W. Van Elden, have been granted the power under ITEM 6(1) of the Last Will and Testament of Gunther W. Van Elden "To disclaim without court approval any part or all of any property, power or interest passing to the exemption trust under any Will, Deed of Trust or otherwise". ITEM 4 of the Last Will and Testament of Gunther W. Van Elden provides that "If my wife survives me, I also give, devise and bequeath to my wife, THELMA A. V AN ELDEN, any property, power or interest disclaimed by my Trustees under any succeeding item of this Will". The Last Will and Testament of Gunther W. Van Elden, dated October 2,2001, was admitted to probate on October 11, 2002 by the Register of Wills of Cumberland County, Pennsylvania, and Letters Testamentary were granted thereon to Vicki Lynn Loesch as Executrix. I am not receiving any consideration for making this Disclaimer. Intending to be legally and irrevocably bound, I do hereby wholly and permanently disclaim as Trustee of the exemption trust created under the Last Will and Testament of Gunther W. Van Elden all of the property, power or interest passing to the exemption trust under any Will, Deed of Trust or otherwise, and by this Disclaimer, I do intend to irrevocably and unqualifiedly refuse to accept as Trustee of the exemption trust created under the Last Will and Testament of Gunther W. Van Elden any property, power or interest passing to the exemption trust under any Will, Deed of Trust or otherwise in compliance with the provisions of Section 2518 of the Internal Revenue Code of 1986, as amended, and the provisions of Chapter 62 of the Pennsylvania Probate, Estates and Fiduciaries Code in order to effect a qualified Disclaimer thereunder. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 13 day of May, 2003. WITNESS: IZul/k- k;v1 -L . - (SEAL) Vic 1 Lym1 Loesch, Trustee ESTATE OF GUNTHER W. V AN ELDEN, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 0920-2002 IN RE: ACKNOWLEDGMENT OF DISCLAIMER BY EXECUTRIX To Whom It May Concern: KNOW ALL MEN BY THESE PRESENTS, that I, VICKI LYNN LOESCH, have been appointed Executrix of the Estate of Gunther W. Van Elden, and I hereby acknowledges receipt of the Disclaimer by Vicki Lynn Loesch, Trustee of the exemption trust created under the Last Will and Testament of Gunther W. Van Elden pursuant to the power granted to said Trustee under ITEM 6(1) of the Last Will and Testament of Gunther W. Van Elden, Deceased. Dated: s- J'3 -0,3 ~Lc Vi 1 Lynn Loesch BUTLER LAW FIRM 500 North Third Street Twelfth Floor HarrisbU1g, PA 17101 Mailing Address: Po" Office Box 1004 Harrisbu1g, PA 17108.1004 Ronald D. Bu,"" Jana Bu''''' Took Benjamin]. BudeT May 13, 2003 Register of Wills Cumberland County Courthouse I Courthouse Square Carlisle, P A 17013 no :;<F e =' :;;'. 0- ,. ~ :x i). ~ ~:::' - 1.11 , .....1 ;a - ~< e' N ;p U1 Re: Estate of Gunther W. Van Elden No. 2002-00920 Gentlemen: I have enclosed an original and two copies of an Inlieritance Tax Retnrn and Inventory for filing in the above-captioned estate. I have also enclosed my check in the amount of $34.00 for the filing fee. Please clock in and return one copy of each document to me in the enclosed selt~addressed stamped envelope. ()/ TeL 717.236.1485 F"" 717.236.7777 lawyers@buderlawEirm.com In addition I have enclosed an original and one copy of a Disclaimer for filing in the above- captioned estate. I have also enclosed my check in the amount of$9.00 for the filing fee. Please clock in and retnrn one copy to me in the enclosed self-addressed stamped envelope. Your attention to this matter is appreciated. Very truly yours, ,~~~. Benjamin J. Butler BIB/mot Enclosures $1 n ~' o ',) ::... 0' Register of wills of Cumberland County, Pennsylvania INVENTORY Estate of Gunther w. Van Elden No.2\ \l2 0920 also known as Date of Death 0110102 , Deceased Social Security No. 202-20-60\5 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the fonowing inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this inventory are true and correct. IIWe understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Beniamin J. Butler 1.0. No.: 81948 Vicki Lynn Loe:"ch Address: 500 N. Third Street, P.O. Box 1004 Dated 0- /.7 -cJ. "$ Harrisburg PA 17\08-\004 Telephone: 717.236.1485 Description Value Stocks & Bonds Salomon Smith Ramey - Account No. 724-24426-19 600 shares Motorola, Inc. DE (MOT)@$1O.27 $(1,16200 Loose Certificates 900 shares f)ow Chemical Co. (DOW) C!li $28.77 S25,3,)3.00 400 shares Gillette Co. (G)@ $30.535 $12,214.00 l,lHlO.OO shares General Electric Co. (GE) (if;: $26.90 S48,420.00 Total $748,124.43 (Attach Additional Sheets if necessary) 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. RW-4 Continuation of Inventory (;unther W. Van Elden 21 02 0920 PaQe 1 Description of Inventory Description 800 shares I [arley-Davidsun, hie (HDI) ~li $45.745 Value $36,596.00 400 shares Ilew1ett Packard Co. (HPQ)@$12.8]5 $5,12600 ROO shares.lLG Industries, Inc. (JLG) ((i) $8.70 $6,960.00 1,000.00 shares Johnson & Johnson (JNJ) @ 552.75 $52,750.00 6,000.00 shares Coca-Cola Co. (KO) @ $47.67 S286,020,00 l ,348.00 shares Lockheed Martin Corp. ~LMT) @ $64.% $87,48520 848 shares Lucent Technologics, Inc. (LU)@ $.965 $81832 800 shares Merck & Co., Ine (MRK)@ $45.')85 536,78800 900 shares ^ T&T Corp. (T)@ $] 2_375 S\ 1,137.50 300 shares Tyco IntI Ltd New (TYC)@$15.97 $4,79\.00 600 shares Motorola, In\:. DE (MOT) Cf.~ $10.27 $6,\62.00 100 shares Agilen! Technologies, Inc. (A)@$14.30 SI,430,OO 100 shares Television Manufacturers of America Co. (TMAC)@$O.OO Bankrupt $0,00 281) shares AT&T Wireless (AWE)@$4.56 $1,311.84 Subtotal $ $537,381.86 Continuation of Inventory Gunther W. Van Elden 2\ 02 0920 Page 2 Description of Inventory Description Value EQuiserve 1,000.00 shares Johnson & Johnson (JNJ)@,$52.75 552,750.00 MfS Investment Manag:ement - Account No. 4001321033-9 1,472.458 shares Massachusetts Investors Trust - A (MITTX)@12.925 519,031.52 Nuveen Investments - Account No. 00001462934-1 2,392.9010 shares Nuvcen Muni Bd A (FPNTX)@$10.64 525,460.47 T. Rowe Price ~ Investor Number 797800 827.552 shares International Stock/520975725-6 (PRlTX)@ $8.53 $7,059.02 3g8.350 shares Science & Technology/520858691-1 (PRSeXj@ $\ 1.05 $4,291.27 Miscellaneous Stocks 9 shares Agere Systems, Inc Class A (AGRA)@$],125 $\0.\3 224 shares Agen.: Systems, [nc- Class B (AGRB)@$\.155 $2SHn Bonds S50 United States Savings Rond Series EE (1/92) $46.52 550 United Stales Savings Bond Series EE (5/97) $32.48 Cash, Bank Deposits, & Misc. Personal Property 1994 13uick Roadmaster 4 Door Estate Wagon S7,\50.00 Boat Trai]or $25,()() Salolllon Smith Barney - Account No 724-24426-19 Cash $24.00 Salomon Smith Barney - Account No. 724-24426-19 Ban]( Deposit Program $3.64 Subtotal $ $116,]42.77 Continuation of Inventory Cil'lnther W. Van Elden 2\ 02 0920 PaQe 3 Description of Inventory Description Value Heritage Medical Group - Refund $2221 Pinnacle Health - Refund $45.00 lock)leetl Martin Corp. (I ,MT) - Dividend 514828 Coca-Cola Co. (KO) - Dividend $1,200.00 Harley-Davidson, lnc. (HDl) - Dividend $2800 Hewlett Packard Co_ (HYQ) - Dividend $32.00 Merck & Co., Inc_ ~MRK} - Oividend $288.00 Motorola, Inc_ DE (MOT) - Dividend $4800 Nuvcen Muni Bd A (FPNTX) ~ Dividend $99.31 Subtotal $ Grand Total $ $1,9]0.80 $748,124,43 REV-15WIEX+16-00i . COMMONWEALTH OF PENNSYLVANIA DrrAl<TMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 /7-Q4-...3 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY (Yv FILE NUMBER 2 1 -0 2 0 9 2 0 '""'CciU'iTTV""Ci5D'f"" --yfA~ - -~R-- I- Z W Cl W t) W Cl DECEDENT'S NAME (lA.sT, FIRST, AND MIDDLE INITIAL) V:.J1l Elden, GUllther, W DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-OO-Year ()9i']9,/2U02 02/12/1928 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Thelm:.J Van E1dcll SOCIAL SECURITY NUMBER 202-20-(l015 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER w >- <( ~ (2~ u"-U woo /5g:~ "- <( [XJ 1, Original Return o 4 limited Estate [XJ 6, Decedent Died Testate (Attach copy ofWiff) o g, Litigation Proceeds Received o 2, Supplemental Return D 4a, Future Interest Compromise {dafeofdeath after 12-12-82) o 7, Decedent Maintained a Living Trust (Atlach copy ofTrust) D 10. Spousal Poverty Credit (date ofdeafh between 12.31.91 and 1-1.95) D 3, Remainder Return (date of death prior to 12-13-82) D 5. Federal Estate Tax Return Required 2.... 8. Total Number of Safe Deposit Boxes D 11 Election to tax under Sec, 9113(A) (Attach SchO)' Bcn':.Jlllin J. Bulle! FIRM NAME (If Applicable) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS >- z w Cl z o "- "' w '" '" o U Butler Ll\v Firm TELEPHONE NUMBER 717.236.1485 500 N. Third Street P.O. 130x 1004 Harrisbur PA 17108-1004 z o i= <I: ...J => t: c.. <I: t) w 0:: z o i= <I: l- => c.. :2: o t) X <I: I- 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) OFFICIAL USE ONLY 739,010.99 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) (6) nc: :: (6 R ~ -, ........ 0- .... ClJ).113.44 :3 ~' ~ C'~ __ VI :n <1> (l ;e: ~ [ J ~" ,~" (7) (8) 74g,124.43 9. Funeral Expenses & Administrative Costs (Schedule H) It :l,:~ .:: N VI (9) (10) 3J)37.75 10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 30.()18.92 12, Net Value of Estate (Line 8 minus Line 11) 13, Charitable and Governmental Bequests/See 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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1,2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18, Amount of Line 14 taxable at collateral rate 19, Tax Due 714,167.76 X ~ (15) (j,on X (16) X 12 (17) X .15 (18) (19) 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT (11) (12) (13) 33,956'()7 714,167.7() (14) 7l4.j(l7.76 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedflnt's Complete Address: STReET ADDRESS roO] (i,,..,d1flonc Road CITY I STATE I ZIP Mechanicsburg I'A 17050 Tax Payments and Credits: 1 Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) $O,()() $0.00 S10.00 so 00 Total Credits (A + B + C) (2) 50,00 3 Interest/Penalty it applicable D.lnterest E. Penalty $0.00 Sin 00 T otallnterest/Penalty ( D + E ) (3) 4. If Line 2 is greater fhan Line 1 + Line 3, enter fhe difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5 If Line 1 + Line 31s greater than Line 2, enter the difference. This Is the TAX DUE. (5) A. Enter the interest on the tax due (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT so.OO SO,{)O $O,()() $O.GO ~().()O PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Did decedent make a transfer and: Yes No a, retain the use or income of the property transferred; .......... ........................ ...................... ....... D [R] b retain the right to designate who shall use the property transferred or its income; ...................... ................. D [XJ c retain a reversionary interest; or .. ........................ ......................... ................ ............................... D [Xl d receive the promise for life of either payments, benefits or care? .............. .............................................. 0 [Xl 2. It death occurred after December 12, 1982, did decedent fransfer property within one year of death without receiving adequate consideration? ................. ...................... .......................... D [Xl 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . ..... D [Xl 4 Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ..... .............. ............................. ....................... 0 [Xl 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 perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete Declaration of pre parer other than the personal representalive IS based on all information of which preparerhas any knowledge SIGNAT E PERS, RESP LE FILING RET DATE PA 17007 DATE s- 13 - 0.,3 ADDRESS lIarrisburg P^ 17108-]004 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 PS 99116 (a) (1.1) (I)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. S9116 (a) (1,1) (ii)] The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a slepparent of the child IS 0% [72 ps. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted In 72 P.S. 99116(1.2) [72 PS 99116(a)(1)] The tax rate imposed on the net value of transfers to or for the use of the decedent's Siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ''''"''''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN R IDENT DE EDENT ESTATE OF FILE NUMBER Van Elden Gunther W 21 02 0920 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) R">50m.""'~_ ' '1fWlI)6 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS FILE NUMBER 21 02 ESTATE OF V,m Elden Gunther W All property jointly-owned with right of survivorship must be disclosed on Schedule F. 0920 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Salomon Smith Bamev - Account No. 724-24426-] 9 $6.1()2.00 (lOa shares Motorola. Inc. DE (MOT)@51O.27 Loose Ccnificutcs 2 900 shares Dow Chemical Co. (DOW)@ $28.77 S25,R'J3,OO 3 400 shares Gillette Co. (Ci) @ $30.535 S12,214.00 4 L800.00 shares General Electric Co. (GE)@,$26.90 S41:l,420,OO , 800 shares Harley-Davidson, Int. (HDI)@ $45.745 $J6,5%.OO (, 400 shares Hewlett Packard CO, (HPQ) Ci?~ $12.815 $5,1 26.()() 7. '600 shares JUj Industries, Inc. (JLG) @ S~UO $(J,%O.OO X 1,000.00 sh:Jres Johnson & .Johnson (JNJ) (ij! $52,75 S52,750,00 'i 6,000.00 shares Coca-Cola Co, (KO)@ $47.67 $286,020,00 10 1.348.00 shan:s Lockheed Martin Corp. (LMT)@ $64.90 $87.48520 II 848 shares Lucent Technologies, Inc. (LlJ) @ $.%5 $gISJ2 12. 800 shares Merck & Co" Inc. (MRK)@ S45.985 S36,788,00 1.1 gOO shares AT&T Corp. (T)@ $12.375 $11,137.50 14. 300 shares Tyco ]ntl Ltd New (TYe)@$15.97 $4,79 \ .00 15 600 shares Motorola, Inc, DE (MOT) rJ.?! $10.27 $6,162.00 TOTAL (Also enter on line 2, Recapitulation) $ 731),0\0,l)lJ (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Van Elden, Gunther;-W 21 02 0920 PaQe 1 Schedule B " Slocks & Bonds ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH II, ]{)O shares Agilenl Technologies, lnc (A)@,14.30 $1,43000 17. 100 shares Television Manufacturers of America Co. (TMAC) (i} SO.OO $(),OO Banknlpt I ~. 2R9 shares AT&T Wireless (AWE)@$4.56 SI.317.84 19 Eouiserve $52,750.00 1,000.00 shares Johnson & Johnson (.IN])@ 552.75 20. MFS Investment Management - Account No. 400] 321033-9 $jl),031.52 1,472.458 shares Massachusetts Investors Trust - A (MITTX)@12.925 21. Nuveen Investments - Account No. 00001462934-1 $25,4()O.47 2,392.901 {) shares Nuvccn MUlli Bd A (FPNTX)@ SI 0.64 22 1'. Rmvl: Price - Investor Number 797800 $7,059.02 827.552 shares International 510ck/520975725-6 (PRITX)@ $8.53 23 388.350 sh<lrcs Science & Technology/520858691-1 (PRSCX)@$11,05 $4,21.)1.27 24 Miscellaneolls Stocks SIO.13 9 shares Agere Systems, Inc. Cbss A (AGRA)~) $1.125 25 224 shares Agcn: Systems. Inc. Class B (AGRB)@ $1.155 $258.72 26. Bonds $46.52 SSO United States Savings Bond Series EE (1/92) 27. $SO United States Savings Bond Series EE (5/97) $32,48 SUBTOTAL SCHEDULE B $1 II ,()87,97 GRANO TOTAL SCHEDULE B $ 739,010.99 REV-lS;)8EX+(1-~7i~_ "~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Van Elden Gunther W FILE NUMBER 21 02 0920 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH $7,150.0(} 1994 Buick Roadmaster 4 Door Estate Wagon 2 BO:lt Trailor $25.00 J Salomon Smith Barney - Account No. 724-24426-] 9 Cash $24.0(} 4 Salomon Smith Barney - Account No. 724-24426-19 Bank Deposit Program SJ.64 5. Heritage Medical Group - Refund $2221 (). Pinnacle Health - Refund $45,00 7. Lockheed Martin Corp. (LMT) - Dividend SI4S.2S ,. Coca-Cola Cu. (KO) - Dividend 51,200,00 " Harley-Davidsoll, JIlC. (1'101) - Dividend S2X.OO 10. Hewlett Packard CO. (HPQ) - Dividend $32.00 II Ml:rck & Co., Illc. (MRK) ~ Dividend S2~~,()O 12. Motorola, Inc. LJE (MOT) - Dividend S4X.OO 13 Nuveell Muni fld A (FPNTX) - Dividend $()(J..3J TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) '),11.3.44 "'''cefH':''* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Van Elden Gunther W FILE NUMBER 21 02 0920 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. B c JOINTL Y~OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %QF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number, Attach DATE OF DEATH DECO'S VALUEDF NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A TOTAL (Also enter on line 6, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) C""","H'"'i~.. .,~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Van Elden, Gunther, W FILE NUMBER 21 02 0920 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF ITEM INCLUDE 'HE NAME OF THE TRANSFEREE TkEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE NUMBER ATTACH ACOPY OF TIt~ DEED FOR REAL ESTATE VALUE OF ASSET INTEREST {IF APPLICABLE} 1 TOTAL (Also enter on line 7, Recapitulation) $ (If more space IS needed, Insert additional sheets of the same size) REVI511EX.I'-97i~.~ ..~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Van Elden Gunther W FILE NUMBER 21 02 0920 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Office Max - Funeral Programs S31S,% , 'vVllIllCIl ofCACC $50,00 , Ms. Amy Shaffer ~ Music S200,00 4 Mrs_ I_ynn Alt - Organist $50,00 :" Jell Jackson $25,00 b Women ofSt. Lukes Episcopal Church SIOO.OO 7 The Rev. Canon Edward Messersmith Sloo,no 8 East Harrisburg Cemetery S700.00 <J Musselman's Funeral J lome S(),42(),NS 10. Romberger Memorials SS,2Jl,no B. ADMINISTRATIVE COSTS 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees Butler] ,U\V Firm $10.000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) $3,500.00 Claimant Thelma Van Elden Street Address 1001 Good I-lope Road City Mechanicsburg State I'A Zip 17050 Relationship of Claimant to Decedent Spouse 4 Probate Fees $526.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Cumberland County Register orVI"ills - Short Certificates $48.00 " Cumberland Cuunty Register of Wills - Filing Fee $34.00 'I The Sentinel - Estate Advertising $84.11 10 Cumberland Law Journal - Estate Advertising $75.00 II Charles Schwab - Transfer Fcc 5450,00 TOTAL (Also enter on line 9, Recapitulation) $ JO,9i8.()) (If more space IS needed, insert additional sheets of the same size) "C"''''H'''''.~'. ' . . . .' ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF Van Elden Gunther W FILE NUMBER 21 02 0920 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. ^^A Financial Scrvicl.:s MBNA Credit Card $2,8J775 2. Pastucka, Sauve & Richter DDS $75.00 3 2002 Pennsylvania l]lwme Tax Return - Tax Due S125,()(j TOTAL (Also enter on line 10, Recapitulation) $ (If more space IS needed, Insert additional sheets of the same size) 3.037.75 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. T A'lABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 lal (1.2)J 1. rhelma Vall Elden Spollse rest. residue and remainder J O() I Good! lope Road Mechanicsburg, P A 17050 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ R,EV.,513EX:I* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Van Elden Gunther W SCHEDULE J BENEFICIARIES FILE NUMBER 21 02 0920 (If more space IS needed, Insert additional sheets of the same size) . . SALOMONSMITHBARNEY Balances As of 09/19/2002 Guenther W. Van Elden Sr. 100 I Good Hope Road Mechanic,burg P A 17050-2121 A member of CltJqrouPt" Prepared by RONALD ISAACMAN 717-780-1700 Ace! No. 724-24426-19 MARKET VALUE % OF ASSETS** CASH ACCOUNT BALANCE 24.00 0.39 BANK DEPOSITS 3.64 0.01 STOCKS 6,072.00 99.55 TOTAL ACCOUNT VALUE 6,099.64 100.00% ..... % of Assets reflects acco\.lI1t balances as a percentage oflong position & cash rounded to the nearest hundredth. As a tesult the tOla\ may not equa\ 100%. The above sununaJY/prices/quotes/statistics have been obtained from sources believed reliable but are not necessarily complete and cannot he guaranteed. The information contained in monthly account statements and confirmations reflects all transactions processed by Salomon Smith Barney Inc., and as such supersedes all other reports for financial and tax putposes. Salomon Smith Barney is a service mark of Salomon Smith Barney Inc. Page I SALOMONSMITHBARNEY A member at C1UqroUPT" Holdings As of 09/1912002 Guenther W. Van Elden Sr. 1001 Good Hope Road Mechanicsburg PA 17050-2121 Prepared by RONALD ISAACMAN 717-780-1700 Ace! No. 724-24426-19 Quantity SymlCUSIP Description BANK DEPOSIT PROGRAM MOTOROLA INC DE Research Rating Price Market Value 3.64 #BDP 600.00 MOT 2H 1.000 10.120 3.64 6,072.00 CASH ACCOUNT BALANCE 24.00 TOTAL ACCOUNT VALUE 6,099.64 The above summaI)'/prices/quotes/statistics have been obtained from sources believed reliable but are not necessarily complete and cannot be guamnteed. The information contained in monthly account statements and confirmations reflects all transactions processed by Salomon Smith Barney Inc., and as such supersedes all other reports for financial and tax purposes. Salomon Smith Barney is a service mark of Salomon Smith Barney Inc. Page 2 SALOMON SMITH BARNEY A member of ClbqrouPt' . Research ratings of Salomon Smith Barney may be shown for certain securities. All research ratings represent the 'opinions' of the research provider and should not be construed as representations or guarantees of performance. Your Financial Consultant will be pleased to provide you with further infomation or assistance in interpreting research ratings. Key to Salomon Smith Barney Research Rating System Major Markets Stock Ratm.s Stock Risk lndustrv Ratin.s Stock ratings are relative to Risk rating should take into account the norms in each global region. Analysts will rate their industry relative the analyst's (or analysts') to the primary market index appropriate industry coverage universe to that global region (such as the S&P over the coming 12-18 500 in the U.S). Analysts will rate an months. Target prices reflect industry as Overweight, Marketweight or these ratings. Underweight depending on their Code Ratinll: Code !lBling Definitions projection of the industry's performance I Outperform L Low High predictability of financial results and low volatility relative to the primary market index. For more iriformation on an Analyst's 2 In-line M Medium Moderate predictability of financial results and moderate volati1ity opinion on a particular industry, please 3 Underperfonn H High Low predictability of financial results and high volatility contact your SalomonSmithBarney S Speculative Exceptionally low financial predictability, highest risk and volatility. Financial Consultant. Emerging Markets Stock Ratin.s Stock Risk I Stock ratings are relative to Risk rating should take into account the norms in each global region. the primary market index over the coming 12-18 months. Code !lBling llik Ri1ing Definitions I Outperform L Low High predictability of financial results and low volatility 2 In.line M Medium Moderate predictability of financial results and moderate volatility 3 Underperfonn H High Low predictability of financial results and high volatility S Speculative Exceptionally low financial predictability, highest risk and volatility. Closed End Investment Companies CEF Ratin.s CEF Risk Fund Ratings are relative to Risk ratings should take into account the norms in each global region. its peer group and/or take into consideration the stability of the fund's dividend where applicable. Code &ting llik BAting Definitions I Outperform L Low Fund invests in high quality, liquid securities with little to no 2 In-line financial leverage at foreign currency exposure. Underperform M Medium Overall, the fund invests in moderate to high quality, \iquid 3 securities with reasonable financial leverage and provides primarily United States Dollar currency exposure. H High Fund ruay invest in tow quality, less liquid securities, have exposure to foreign currencies and above average degrees of financial leverage. . S Speculative Fund invests in low grade, illiquid and highly volatile securities and currencies and may also use high degrees of financial leverage. The above summary/prices/quotes/statistics have been obtained from sources believed reliable but are not necessarily complete and cannot be guaranteed. The information contained in monthly account statements and confirmations reflects all transactions processed by Salomon Smith Barney Inc., and as such supersedes all other reportS for financial and tax purposes. Salomon Smith Barney is a service mark of Salomon Smith Barney Inc. Page 3 SALOMON SMITH BARNEY Guenther w. Van Elden Sr. 1001 Good Hope Road Mechanicsburg P A 17050-2121 A member of ClbgroUPt' Holdings by Asset Class As of 09/19/2002 Prepared by RONALD ISAACMAN 717 -780-1700 Acc! No. 724-24426-19 Growth 99.55% Long Positions and Cash Cash 0.45% The above summary/priceslquoteslstatistics have been obtained from sources believed reliable but are not necessarily complete and cannot be guaranteed. The: information contained in monthly account statements and confinnations reflects all transactions processed by Salomon Smith Barney Inc., and as such supersedes allother reports for financial and tax purposes. Salomon Smith Barney is a service mark of Salomon Smith Barney Inc. Page 4 Historical Prices Page 1 of 1 ~OO',F'NANCE W'l'Il_~_._.__._..._..,...__..___~-=~~~nceJiQ!n~ - Ya~~~ Hel~ Historical Prices. MOT (Motorola Inc) As of Sep-19-02 More Info: Quol!! I Chart I News I Profijg I Research I SEC \ Msqs I Insider ADVERTISEMENT Start !Sep lli!.l~12oo2 End: ISep lli!.l~12002 (i Daily (' Weekly r Monthly r Dividends Ticker Symbol: Imot ~~ lo.~ 1- Date Open High Low Close Volume Adj. Close* Sep-19-02 10.31 10.54 10.00 10.12 10,743,500 10.12 Download Spreadsheet Format * adjusted for dividends and splits please see F AQ. Questions or Comments? Copyright@2002Yahool Jnc. All rights reserved.~~ -Terms of Service Histor'lcal chart data and daily updates provided byCommodity Systems Inc. (eRIl Data and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas eSI) shall be liable for allY errors Of delays in the content, or for any actions taken in reliance thereon. http://table.finance. yahoo.com/d?a=8&b= 19&c=2002&d=8&e= 19&f=2002&g=d&s=mot 10/30/02 Historical Prices Page I of I '""5l'AE:IoOl,FINANcE flffll ,_'""""__"______,~:~~Fi~:.:...~~~=___Yahoo! - ,~elp Historical Prices - DOW (Dow Chemical Co) As of Sep-19-02 More Info: QlJQN I Chart I News I Profile I Research I SEe I Msgs I Insider Start I Sep .I[i9"'12002 End I Sep .Il[i9"'12002 (0' Daily (" Weekly (' Monthly (" Dividends Date Open High Low Close Volume Adj. Close* Ticker Symbol: Idow Sep-19-02 28,80 29,29 28,25 28.44 2,659,500 28,11 Download Spreadsheet Format * adjusted for dividends and splits nlease see F AQ, ::: 2 '6. 77 .m.__.___'_"'_~"'_ ,^_,~,~,~._.H""'~'_M"'~'_' ' .._m_m~"_'____~"'~______'~'_"_~'~_____'~__~~__~__~_----- Questions or Comments? Copyright@2002 Yahoo! Inc. All rights reserved.Pr(vacl/ PollOI -Terms of Service Historical chart data and daily updates provided byComffioditv Svstems Inc. (QSJ1 Data and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers {suchas CS1) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. http://table,finance,yahoo,com/d?a=8&b= 19&c=2002&d=8&e= 19&f=2002&g=d&s=dow 10/28/02 Historical Prices Page 1 of 1 ~HOO!FINANCE!fffll _.._._-~_._.._.___..:.:::r:~~~~~. - Yahoo! -1::!mp Historical Prices - G (Gillette Co) As of Sep-19-02 More Info: Quote I Chart I News I Profile I Research I SEC I Ms<)s I Insider Start I Sep .i:!:1~12oo2 End I Sep .i:!:1~12002 r. Daily r Weekly r Monthly r Dividends ADVERTISEMENT Ticker Symbol: 19 ............., '''''-. Date Open High Low Close Volume Adj. Close* Sep-19-02 30.25 30.88 30.19 30.40 1,959,800 30.40 Download Spreadsheet Format * adjusted for dividends and splits please see F AQ. Questions or Comments? Copyright@ 2002 Yahoo! Inc. All rights reserved.Privacv Poli.Qy. -Terms of Service Historical chart data and daily updates provided byCommodity Systems Inc. (CSt) Data and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. - - t 30.535 http://lable.finance.yahoo.com/d?a=8&b= 19&c=2002&d=8&e= 19&f=2002&g=d&s=g 10/30102 Historical Prices Page] of] ~HOOt,)FlNANCE W .~_.__"~_._....:_::::~ -Financ~_:~~~~~R Historical Prices. GE (General Electric Co) As of Sep-19-02 More info: Quote I Chart I News I Profile I B"search I SEC I Msgs I Insider Start Isep .I~ End: Isep JiiilFI2002 r. Daily r Weekly r Monthly r Dividends ADVERTISEMENT Ticker Symbol: Ige ~"" '",- Date Open High Low Close Volume Adj. Close* Sep-] 9-02 26.75 27.25 26.55 26.55 22,387,300 26.37 Download Spreadsheet Format * adjusted for dividends and splits please see F AQ. Questions or1:;omments? Copyright@2002 Yahoollnc. All rights reserved.~.o1i0' -Terms of Service Historical chart data and daily updates provided byCommodily Systems Inc (CSI) Data and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. - - :l~.IO http://table.finance. yahoo.com/d?a=8&b=] 9&c=2002&d=8&e=] 9&f=2002&g=d&s=ge 10/30102 Historical Prices ~HOOf,FINANCE~ .",_....".., Page 1 of I ~h -Finance Home - Yahoo! -!:::Ill!!! ---~~------~,----=~- Historical Prices - HDI (Harley-Davidson Inc) As of Sep-19-02 More Info: Quote I Chart I News I Profil~ I Research I SEC I Msos jlnsider Start: Isep iilFI2002 End Isep iilFI2002 (i' Daily r Weekly r Monthly r Dividends ADVERTISEMENT Ticker Symbol: Ihdi ""'", " Date Open High Low Close Volume Adj. Close* Sep-19-02 46,33 46.99 44.50 44.78 2,752,600 44.78 Download Spreadsheet Format * adjusted for dividends and splits please see FAQ. Questions or Comments? Copyright@2002 Yahoollnc. All rights reserved. Privacy Policy -Terms of Service Historical chart data and daily updates provided byCommodity Systems loe (eRn Data and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSt) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. - 4 s .745 -. http://table.finance.yahoo.com/d ?a=8&b= 19&c=2002&d=8&e= 19&f=2002&g=d&s=hdi 10/30/02 Historical Prices Page 1 of 1 hHOO!.RNANCE W_"""."_____~_____"_~..:.~:h -Ei.i:liLnce Home - Yahoo~: !:1elp Historical Prices - HPQ (Hewlett-Packard Co) As of Sep-19-02 More Info: Quote Start: Isep Jij!jJj~12002 End Isep !!I~12002 Ii' Daily r Weekly r Monthly r Dividends ADVERTISEMENT Ticker Symbol: lhpq -........~ '~" Date Open High Low Close Volume Adj. Close* Sep-19-02 12.80 13.07 12.56 12.85 8,310,500 12.85 Download Spreadsheet Format * adjusted for dividends and splits please see FAQ. Questions or Commenm1 Copyright@2002 Yahoo! Inc. All rights reserved,~~ MTerms of Service Historical chart data and daily updates provided byCommoditv Systems Inr: lCSI). Data and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. - - /1 .~ 1.5 hltp:l Itable.finance. yahoo.com/d?a=8&b= 19&c=2002&d=8&e= 19&f=2002&g=d&s=hpq 10/30102 Historical Prices Page I of I '""!tl1tE:loO!>FINANCE _ _~_,..._,..,....__.~~:~h -~~~~~~~~! - Help Historical Prices. JLG (JLG Industries Inc) As of Sep-19-02 More Info: Quote I Chart I New~ I Profile I Research I SEC I Msgs I Insider ADVERTISEMENT Start: ISep JiliI~I2.002. End: ISep JiliI~I2.002. (i' Daily r Weekly r Monthly r Dividends Ticker Symbol: big --, .~ Date Open High Low Close Volume Adj. Close* Sep-19-02 8.73 8.78 8.62 8.66 120,000 8.65 Download Spreadsheet Format * adjusted for dividends and splits please see F AQ. Questions or Comments? Copyright@2002 Yahoo! Inc. All rights resBrved.Privacv PolicY -Terms of Service Historical chart data and daily updales provided byCommodity Systems Inc (Cst). Data and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nOf any of Its data or content providers (suchas CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. - - Cf; .70 http://table.finance.yahoo.com/d ?a=8&b=] 9&c=2002&d=8&e= 19&f=2002&g=d&s=jlg 10/30/02 Historical Prices Page 1 of 1 "Y'A.:rr.oalFINANCE _ ".._.__...,,,,_._..,,_,,_~::r:~:r:.:~~Ornft -~~ Help Historical Prices. JNJ (Johnson & Johnson Inc) As of Sep-19-02 More Info: Quot@.1 Chart I News I Profile I Research I SEC I ~ I Insider Start ISep .i!ill~12002 End: lsep .il~12oo2 \0 Daily r Weekly r Monthly r Dividends ADVERTISEMENT Everybody needs some typt Nobody wants to pay too Ticker Symbol: bni Compare fal and save mor Date Open High Low Close Volume Adj. Close* Sep-19-02 53,00 53.70 51.80 51.96 7,171,100 51.96 A LJto I n.u rance , I ;;. j'- ~. .. I .f Download Spreadsheet Format * adjusted for dividends and splits please see F AQ. Life Insurance .~~i, ... ;,\ 3-{ ~ 1 - - 5"l.75 INSURANCE.( FROM FIDELITY INVEST Get Quotes N. Questions or Comments? Copyright@2002Yahoo! Inc. All rights reserved.Privacv Policv -Terms of Service- Historical chart data and daily updates provided byCommodity Systems Inc. leSI). Data and information is provided for informational purposes only, and \s not\ntended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. http://table.finance. yahoo.com/d?a=8&b= 19&c=2002&d=8&e= 19&f=2002&g=d&s=ini 10/30/02 Historical Prices Page 1 of I ~aOO!FlNANCE ~ _~__"".,....~...,~_,.,_,___~~_~.:r.:h -~~ce Home_' YQhQQl, ~ Historical Prices. KO (Coca-Cola Co (Coke)) As of Sep-19-02 More Info: Quolli I Chart I News I Profile [ Research [ SEe [ Msos [Insider Start: ISep j!~12oo2 End: ISep .:I~12002 Ie Daily r Weekly r Monthly r Dividends ADVERTISEMENT Everybody needs some tYPI Nobody wants to pay too Ticker Symbol: lko Compare ral and save mor Date Open High Low Close Volume Adj. Close* Sep-19-02 48.00 48.30 47.04 47.67 6,266,300 47.67 Auto Insurance , I :; r- ~. .. I .r Download Spreadsheet Format * adjusted for dividends and splits please see F AQ. Life Insurance rL .~, .... ;,\ 3~ ~ \ := y 7 v;/ INSURANCE.( FROM FIDELITY INVeST Get Quotes Nl Questions or Comments? Copyright@ 2002 Yahoollnc. All rights reserved..E..dvacv Policy -Terms of ~ Historical chart data and daily updates provided byCommodity Systems Inc. reS!). Data and lnfonnation is provided far informational purposes only, and is notintended 10r tradIng purposes. Neither Yahoo nor any of its data or content providers (suchas CSI) shall be liable for any errors or delays in the conlent, or for any actions taken in reliance thereon. http://table.finance. yahoo.com/d ?a=8&b= 19&c=2002&d=8&e= 19&f=2002&g=d&s=ko 10/30102 Historical Prices Page 1 of I ~oOlFINANCE m't!1 ~_._~~_~_.,___..~~~!inanCe ~ - Yahoo! - ~ Historical Prices - LMT (Lockheed Martin Corp) As of Sep-19-02 More Info: Q1[ote I Chart I News I Profile I Research [ SEC I Msgs [Insider ADVERTISEMENT Start: lsep i1~12002 End Isep ~~12oo2 (0 Daily (' Weekly (' Monthly r Dividends Ticker Symbol: Ilmt ~~ Date Open High Low Close Volume Adj. Close* Sep-19-02 64.61 65.55 64.25 64.43 1,765,600 64.43 Download Spreadsheet Format * adjusted for dividends and splits please see F AQ. Questions or Comment:i2 Copyright@2002 Yahoo! Inc. All rights reserved.Privaev Poliev -ilr..m.s. of Service Historical chart data and daily updates provided byCommodity Systems lor: (C~n Data and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. -. - b~./O http://table.finance. yahoo.com/d?a=8&b= 19&c=2002&d=8&e= 19&f=2002&g=d&s=lrnt 10/30/02 Historical Prices Page I of I '1!:ArIoO!FINANCE ID'ftl .~_~_.~..__.___.,.....~~e~~~~~~~:.:!~.::_Yaho~.'..:, Help Historical Prices. LU (Lucent Technologies Inc) As of Sep-19-02 More Info: Quote I Qbart I News I f'rofi~ I Research [ SEe [ Msgs [Insider Start \sep 1!lIfi9"'"12oo2 End ISep ~fi9"'"12002 (i' Daily r Weekly (' Monthly r Dividends ADVERTISEMENT Everybody needs some tYPI Nobody wants to pay too Ticker Symbol: Ilu Compare ra1 and sa ve mor Date Open High Low Close Volume Adj. Close* Sep-19-02 0,90 1.06 0.87 1.05 83,698,700 1.05 ALJto Insurance , I .; r- ~, ,. I .r Download Spreadsheet Format * adjusted for dividends and splits please see F AQ. Life Insurance ,~~l, ... ~,\ 3~ ~ \ :::.9lo5 INSURANCE.( FROM FIDELITY INVEST Get Quotes Nc Ouestions or Comments? Copyright@2002Yahoo! Inc, All rights reserved.Privacv Policy -Terms of Service Historical chart data and daily updates provided byCommodity Systems Inc. resn. Data and information is provided far informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSI) shall be liable for any errors or delays in the content, orfor any actions taken in reliance thereon. http://table,finance, yahoo,com/d?a=8&b= 19&c=2002&d=8&e= 19&f=2002&g=d&s=lu 10/30/02 Historical Prices Page 1 of 1 ~HOO'FINANCE. .~._"..._,,_,,___._,,_.~.~e:rc~ -~:~::::~~e - Y.:,~~elp Historical Prices - MRK (Merck & Co Inc) As of Sep-19-02 More Info: Quote I Chart I News I Profile I Research I SEC I Msqs I Insider Start Isep .I3J!J~12002 End ISep .I3J!J~12002 (i Daily r Weekly r Monthly r Dividends ADVERTISEMENT Ticker Symbol: lmrk ......" "-.,,, " Date Open High Low Close Volume Adj. Close* Sep-19-02 46,07 46,90 45,07 45.19 5,584,100 45,19 Dowl!load Spreadsheet Format * adjusted for dividends and splits please see F AQ, Ouestions or Co~ Copyright@2002Yahoo! Inc. All rights reserved.Privacv Policy -J.erms of Service Historical chart data and daily updates provIded byCommodity.svstems loc ICSli, Data and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. - 45. Cf<t? - http://table,finance, yahoo,com/d ?a=8&b~ 19&c=2002&d=8&e= 19&f=2002&g=d&s=mrk 10/30102 "YA.SoOl.FlNANCE roW ~__ Page 1 of 1 Search -Finance Home - Yahoo! - J:jgjQ Historical Prices Historical Prices. T (AT&T Corp) As of Sep-19-02 More Info: Quote I Chart I News I psofjle I Research I SEC I ~ I Insider ADVERTISEMENT Start: lsep .i!ttl!IFlzooz End ISep ~FIZOOZ (i Daily \ Weekly \ Monthly r Dividends Ticker Symbol: It -, ",,--- Date Open High Low Close Volume Adj. Close* Sep-19-02 12.65 12.65 12.10 12.24 11,979,800 12.20 Download Spreadsheet Format * adjusted for dividends and splits please see FAQ. Questions or Commeflts? Copyright@>2002 Yahoo! Inc. All rights reserved.Privac;v Poricv -TArms of Service Historical chart data and daily updates provided 'oyCommodity Sygtems lnc 1c.sQ Data and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSI) shall be liable for any errors or delays in the content. or for any actions taken in rsllance thereon. - - (~ .315 http://table.finance. yahoo.com/d ?a=8&b= 19&c=2002&d=8&e= 19&f=2002&g~d&s=t 10/30/02 Historical Prices Page 1 of I ~oO'FlNANCE wW ""~__.".___"_.~._~:~~:.':~nce Home - Yahoo! - tml12 Historical Prices - TYC (Tyco International Ltd) As of Sep-19-02 More Info: ~ I Chart I News I profile I Research I SEC I Msgs I Insider ADVERTISEMENT Start: ISep iI~12002 End: ISep j~12002 (i Daily (' Weekly r Monthly r Dividends Ticker Symbol: Ityc "~ Date Open High Low Close Volume Adj. Close* Sep-19-02 15.50 16.82 15.12 15.29 16,056,700 15.28 Download Spreadsheet Format * adjusted for dividends and splits please see F AQ. Ouestions or Comments? Copyright@2002 Yahoo! Inc, All rights reserved.Privacy Policv ~Terms of Service Historical chart data and daily updates provided byCommodity Systems Inc. (esn Data and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSI) shall be liable for any errors or delays in the content, or tor any actions taken in reliance thereon. - \5 C7jl - http://table.finance. yahoo.com/d ?a=8&b= 19&c=2002&d=8&e= 19&f=2002&g=d&s=tyc 10/30102 Historical Prices Page I of I ~HOOtFlNANCE W '_'~'__'_'.'___"_' S:arCh 'Fin~:e ~om:~~.- He~~ Historical Prices - A (AGILENT TECH) As of Sep-19-02 More Info: Quote I Chart I News I Profile I Research I SEC I Msgs I Insider Start: Isep JI~12002 End Isep ~~12002 \0 Daily r Weekly r Monthly r Dividends Ticker Symbol: la Date Adj. Close* Open High Low Close Volume Sep-19-02 14.60 14.60 14.00 14.07 2,470,800 14.07 Download Spreadsheet Format * adjusted for dividends and splits please see F AQ. \) ~\~~ ADVERrlsEMENT BECOME J.. STATE FARl AGENT. ~li;'NI U.fM LIKE A GOOO NEIGHBOR .. ST~ lIHUtJootq, Questions or Comm.Jill!s1 Copyright@2002 Yahoo! Inc. All rights reserved.Privacv Policy -Terms of Service Historical chart data and daily updates provided byCommoditv Systems lnc, ICS!). Data and information is provided for informational purposes only, and is notintended fOf trading purposes. Neither Yahoo nor any of its data or content providers (suchas CS1) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. http://table.finance. yahoo.com/d?a=8&b= 19&c=2002&d=8&e= 19&f=2002&g=d&s=a 11/18/02 Historical Prices Page I of I ""Y1lS00!,FINANCE ~ "__~""___"__._._~_"::":~:~~~..:.~:~~~! - !:llllQ Historical Prices - AWE (AT&T WIRELS SVCS) As of Sep-19-02 More Info: Quote I Chart I News I Profile I Research I SEC I MSlJs I Insider ADVERTISEMENT Start: ISep 1I~12oo2 End: ISep 1I~12002 .. Daily r Weekly r Monthly r Dividends Ticker Symbol: lawe I GRADtlATED Date Open High Low Close Volume Adj. Close* Sep-19-02 4.85 4.86 4.26 4.40 12,735,600 4.40 Download Spreadsheet Format * adjusted for dividends and splits j:!lease see F AQ. -: '\ ~}O cia Questions Of COl1lments? Copyright@2002 Yahoo! Inc, All rights reserved.Privacy Policy ~Jerms of Sp.rvic.e Historical chart data and daily updates provided byQm]modity Systems Inc. tCSIl. Data and information is provided for informational p\..lrposes only, and \s notlntended for trading purposes. NeitherYahoo nor any of its data or content providers (suchas CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. http://table.finance. yahoo.comJd?a=8&h= 19&c=2002&d=8&e= 19&f=2002&g=d&s=awe 11118/02 1'1 II IIII@ INVESTMENT MANAGEMENT MFS SERVICE CENTER, INC. (MFSC) p.o. Box 2281 BOSTON, MA 02107-9906 1-800-225-2606 www.mfs.com November 15,2002 BUTLER LAW FIRM A TIN: BENJAMIN J. BUTLER ESQ. PO BOX 1004 HARRISBURG PA 17108-1004 Reference: 01186141 Massachusetts Investors Trust-A Account Number 4001321033-9 Gunther W Van Elden Sr Dear Mr. Butler: Thank you for requesting written verification of the value of the referenced Massachusetts Investors Trust-A account as of September 19, 2002. The share balance of Massachusetts Investors Trust-A account number 4001321033 as of September 19,2002 was 1,472.458 shares. The net asset value of the Massachusetts Investors Trust-A on that date was $12.54 per share. Therefore, the total value of the account was $18,464.62. Since you have not indicated whether the account is to be redeemed or transferred, instructions have been given for both situations. Should you wish to transfer the account, we will need the following items: . The enclosed MFS Transfer Authorization Form completed and signed by the Executor or Legal Representative of the Estate, with signature guaranteed. The signature guarantee must be made by an eligible bank, broker, dealer, credit union, National Securities Exchange, registered securities association, clearing agency or sayings association. Signature guarantees shall be accepted in accordance with policies established by the Shareholder Servicing Agent. Notarization by a Notary Public is not acceptable in lieu of a signature guarantee provided by one of the eligible guarantor institutions listed above. It is important to note that a signature guarantee will not be needed if the shares are to be transferred into the name of the decedent's estate. Please be sure that Sections 4 and 5 on the transfer form are completed and signed by the new owner. We need to have a certified Social Security or Tax Identification Number to open the new account. . A brief letter of instruction indicating the name and address of the dealer firm and the name of the representati ve to be added to the account. If you wish to redeem the account, we will need the following items: . The enclosed MFS Redemption Form completed and signed by the Executor or Legal Representative of the Estate, with signature guaranteed as outlined above. . If you would like to redeem the account and have the proceeds reported under a different Social Security or Tax Identification Number, the enclosed MFS Substitute Form W -9 must also be fully completed and signed by the Legal Representative of the Estate. Please note that if the additional items we have requested are not received by December 29,2002, we will also need another originally certified copy of the Letters of Administration dated within sixty (60) days of the requested transaction. Please return the appropriate items along with the enclosed FILE COPY of this letter. Once received, we will complete the transfer and forward a confirmation statement to you. In the case of a redemption, the shares will be sold at the closing net asset value of the fund in effect on the day the necessary items are received, and a check for the proceeds will be mailed within seven (7) days. If you have any questions, please call us at 1-800-225-2606 any business day between 8 a.m. and 8 p.m. Eastern time. One of our representatives will be happy to assist you. In addition, you can obtain fund and account information 24 hours a day by calling our automated line at 1-800-MFS-TALK or visiting our website at www.mfs.com. Sincerely, ~~ Patrick Maynard Client Services Enclosure(s): Form W-9 Redemption Form Transfer Form Letter File Copy Postage-Paid Envelope Historical Prices Page 1 of 1 "'Y.Aaool, FINANCE Wl1l Segrch -Finance Home - yahoo! - He!p Historical Prices. MITTX (Massachusetts Investors Trust Fund) As of Sep-19- 02 More Info: Quote I Chart I Profile Start: Isep JJ[1912oo2 EndlSep.iiil~ (i Daily r Weekly r Monthly r Dividends Ticker Symbol: Imittx Arentt Life's Little Momt Sl.lh' ",IITII 1S I rnJ' filr 1'lllll' Fi'11111:~: Date Open High Low Close Volume Adj. Close* Sep-19-02 12.54 13.31 12.54 12.54 0 12.54 '...T~. Tf r/.l M ~ ~ I N!'.U t ^fJ.:-F Download Spreadsheet Format * adjusted for dividends and splits please see F AQ. ~ ~ Questions or Comments? Copyright@2002Yahoo! Jne. All rights reserved.Privacv Policv ~Terms of Service Historical chart data and daily updates provided byCommoditv Systems loc (eS!) Data and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. - I)...~",E http://table.finance. yahoo.comid?a=8&b= 19&c=2002&d=8&e= 19&f=2002&g=d&s=mittx I 0/28/02 ~ NUVEEN fnvestments December 27, 2002 Butler Law Firm Attn: Benjamin J. Butler PO Box 1004 Harrisburg, P A 17108-1004 Reference: 01601113 Nuveen Pennsylvania Muni Bd A Account Number 00001462934- 1 Gunther W Van Eldtln Sr Dear Mr. Butler: Weare contacting you about the enclosed request regarding the Nuveen Funds account referenced above. We wish to confirm that as of September 19, 2002, this account held a share balance of2,392.9010. The Net Asset Value of the Fund as of that date was $10.1900, giving the account a dollar value of $24,383.66. No other Nuveen Funds accounts were found for the decedent. We hope this limited information is helpful. The other information you requested in your letter is either unknown to us or not routinely provided by us. If you have any questions or require further assistance, please contact Nuveen Investor Services at 1-800-257-8787, between the hours of9AM and 7 PM Eastern Standard Time. Sincerely, ~ "f-,..J. Joseph Leonard Account Specialist Enclosur~(s): Copy of Original Request cc: Signator Investors Inc NUVEEN INVESTMENTS INVESTOR SERVICES. P.O. BOX 8530 . BOSTON, MA 02266.8530 . WWW.NUVEEN.COM Historical Prices Page 1 of 1 ~EioO'...FlNANCEWftt ",.","_"",",_.~_,,~~:~~~ome - Yahoo! - ~e!p" ....~ I)" Historical Prices - FPNTX (Nuveen Flagship Multistate Trust I Pennsylvania M) As of Sep-19- 02 More Info: Quote I Chart I Profile Start ISep i1fi912002 End I Sep Jlffi912002 (0 Daily r Weekly r Monthly r Dividends Ticker Symbol: Ifpntx Date O H' h Low Close Volume Adj. pen 19 Close* Aren't Life's Little Moml Sep-19-02 10Al 10,87 10Al 10.41 o 10Al Download Spreadsheet Format " adjusted for dividends and splits please see F AQ, }O b4 -; QuestIons or Comments? Copyright@2002 Yahoo! Inc. All rights reselVed.Privacy Policv -Terms of Service Historical chart data and dally updates provided byCommod\ty Svstems loc (CSI). Data and information is provided for informational purposes only, and is nolintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSI) shaH be liable for any errors or delays in the content, or for any actions taken in reliance thereon. http://table,finance,yahoo,comld?a=8&b= 19&c=2002&d=8&e= 19&f=2002&g=d&s=fpntx 10/28/02 , T. Rowe Price Services, Inc. www.troweprice.com PO. Box 89000 Baltimore, MD 21289-0270 4515 Painters Mill Road Owlngs Mms, MO 21117 November 18, 2002 Benjamin J Butler PO Box 1004 Harrisburg PA 17108-1004 Subject: Account Information Investor 797800 Dear Mr. Butler: Thank you for sending us authorization from Vicki Lynn Loesch to release information for the accounts of the late Gunther W. Van Elden Sr. Our records show the following on September 19,2002: Fund Name/Account # Share Price # of Shares Total Share Vaiue International Stock/520975725-6 $8.53 827.552 $7,059.02 Science & Technology/520858691-1 $11.05 388.350 $4,291.27 Also, to transfer these accounts to a new registration, we will need the executrix to do the following: . Complete the enclosed Transfer of Ownership Form. . Sign in the Current Account Owners' Signatures and Guarantee section of the form. A ~ignature guarantee is not necessary if the executrix is transferring the shares to an estate account. If the shares are being transferred to a new owner or owners, the executrix should obtain a guarantee from an authorized guarantor, such as an FDIC-insured bank or savings institutions. We also accept guarantees from brokerage firms and securities dealers that are members of a domestic stock exchange. We cannot accept guarantees from notaries public or other organizations that do not provide reimbursement in case of fraud. . Have all the newly registered owners also sign the back of the form in the New Account Owners' Signatures section. These signatures will certify the Social Security number/tax identification number for the new account and authorize us to set up the special account services designated on the form. . Note that we will keep the Short Certificate on file, and it will remain valid for 60 days after its certification, October 29, 2002. If the request is made after this timeframe, the executrix should include a copy of the legal document appointing her the executrix for the estate. The clerk of the court should certify this document within 60 days of our receiving it. . Return these items in the envelope provided. T01-082 5/3/01 - As soon as we receive all the necessary information, we will transfer the shares, issue a new account number, and send confirmation. If you have any questions, please call a customer service representative at 1-800-225-5132. Representatives are available Monday through Friday from 7 a.m. to 12 a.m. ET and Saturday and Sunday from 8:30 a.m. to 5 p.m. ET. We appreciate your business and the opportunity to help you with your investment program. s:2t N4L- Brian Wolak Senior Account Services Representative Correspondence Number: 00598053 Enc1osure(s): Transfer of Ownership Form Envelope (RAS) listorical Prices Page 1 of 1 Y4.:fJ.oafF'NANCE l.!;I'fJ. Sea[!;b -Finance Home - Y"flOO! - tI-'illl . _~^,"~,",,~;",.,""_"_. ,'.. ,..;",,,,,,,~w.,~,,~,",,,;,,,,,."',',~0.,,,~~_,,,~.,_,~"^' "~~~='''^,"~,",""~~~u"_,,,,,~~_'",^',,'M,~_~,m'''''M~''''~'.;mM'"".~0.~"~,^"~'~""''''''',~_,~, -1istorical Prices - AGRA (AGERE SYSTEMS) As of Sep-19-02 More Info: Quote Start ISep iI~12002 End Isep iI~12002 Ii Daily < Weekly r Monthly r Dividends Sep-19-02 1.05 1.26 0.99 1.26 7,621,700 1.26 Q~' I ___....( .. ,~ , Your Daughter Jw Lost Her First TOOl Ticker Symbol: lagra Date Open High Low Close Volume Adj. Close* Downloallfurreadsheet Format * adjusted for dividends and splits please see .FAO. 1./:L5 Questions or Comments? Copyright@2003 Vahoo! Inc. All rights reserved.Privacy PolicY ~Ierms of Servic~ Histor"lcal chart data and daily updates provided byCommoditv. Systems Inc"lc..sll. )ata and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSI) shall be liable for any errors or delays in the content, or for any actions taken In reliance thereon. ttp:! /tab le.finance.yahoo.com/d?a=8&b= 19&c=2002&d=8&e= 19&f=2002&g=d&s=agra 5/1 0/03 lstorical Prices Page 1 of 1 ~l\.HbO!FlNANCE J.l]l1t Search -Finance Home - '!:<\hoQ! - tlell' listorical Prices. AGRB (AGERE SYSTEMS) As of Sep-19-02 More Info: Quote Start: Isep Jifui~12002 End ISep Jifuifi912oo2 r. Daily r Weekly r Monthly r Dividends Ticker Symbol: lagrb Your Daughter Just [ o:-;t Her First 1(JOi Date Open High Low Close Volume Adj. Close* ;ep-19-02 1.09 1.30 1.01 1.25 5,725,200 1.25 ~\ Download Spreadsheet Format * adjusted for dividends and splils p]ease see F AQ. - \.155 ~ns or Commen~ Copyright@2003 Yahoo! Inc. All rights reserved.~~ ~Te(ms of Service Historical chart data and daily updates provided byCommoditv Systems. Inc. (CS1l ata and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSl) shall be liable for any errors or delays \n the content, or for any actions taken in reliance thereon. tp:/ liable. finance. yahoo.com/d?a=8&b= 19&c=2002&d=8&e= 19&f=2002&g=d&s=agrb 5/10/03 w w:...... ". ~~~.~"lll\ ..~. '. 202 20 6015 r f"r.J.hl..:...:...s.Ii.;,j SERIES EE INTItRIi:ST CIEAI!lIi[S! :'0 YEA'Ui' FROM' I.SUI: OAT2 01 1992 G .'.'~';:i; ""~,.. "'.,.> ", .' "C...;;"" ,.., . ..f.R.a... \, ,,~ : tiinno ','; J ~If Ut'mj99:~, , ...,."".,......., .-....., .,..-..,'.,_"",_"i'-'."..:'..,""" i"\/'.,/7:';;',';'_':":" ;..',._.........__,...,.,c'.'.':__"..:. ",,,;,,,:--,,,:,.:t'f~'-,' \',-""",' ,,' \>.- 01-023208094 I FRlf'" . .' . .' : l.O 49 67654fOEE"'. . .~ '."','J<'L:..'. L,lf9b lb5lf IDEE'-',' " .":'_::'-'i:'~'\"''''''':,,'', '. .... .:'-,-_i_'j:1'7~~,+,-::,:I':_:"" < ",:'_'i ..... .' """D ,:aaOO"lOOO ,':03 . ,~t!JI;'i~?!; S"'lioi,l. ... " ','.,'..,-:' '.,-, " . ',,' .,. ". ',' '. ""', '. ,,'.' '''.-'y..''<.', .','.- ";." .... ". """'. " Savings Bond Calculator Vaiue As Of 109/2002 _!!J!!t~11!1 Bond Info Series I EE Bonds Denomination Serial Number Issue Date Ji1 Iltt! $150 Ji1 Results # Bouds 2 Total Price $50.00 Total Iuterest $29.00 Total Value $79.00 YTDIDl $3.9 Serial Number Issue Date Series Denom Issue Price Interest Interest Next Final Value Rate Accrual Maturity 05/1997 0111992 EE EE $50 $25.00 50 25.00 $7.48 21.52 $32.48 46.52 3.96% 6.00% 10/2002 01/2003 OS/2027 0112022 le end Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator r r r r http://wwws. publicdebt. treas.gov/BC/SBCPrice 10/28/02 ~lley Blue Book Used Car Values Keller 81ue Book The Trusted Resource New Car Pricing Build aC31' Iru:.enbves Quality R.till!l$ Ownership Cost ^ My Car's Value. Used Car Retail :ree i'rj,e Quote Buy a Used Ca r SeU Your Car Motorcycle. Fillandng Insurance ': Lwnon Check; Warranties \ Car Reviews', Car Pr€!l'vi<ews, Decision Gui'oos: Ad\lke Email Updal:<l. 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In states where rust Is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left. A clean title historv is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Most recent model cars owned by consumers fall into this category. Private Party Value $7,150 Private Party value represents what you might expect to pay for a used car when purchasing from a private party. It may also represent the value you might expect to receive when selling your own used car to another private party. Get the latest Blue Sook J:Jjl!rk,ji .Wid':;;";'i GetfLUsed Car Trade-II1__Valu~ Get Invoice & MSRP on New Cars ~et a Person to Person Auto Loan LAST WILL AND TESTAMENT ill: GUNTHER W. VAN ELDEN d-/-O;;l.-9:;LO I, GUNTHER W. V AN ELDEN, of Hampden Township, Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and codicils by me at any time made. ITEM 1. I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my estate or by any recipient of any property, shall be paid by my Executrix out of the property passing under ITEM 5 of this Will, as an expense and cost of administration of my estate. My Executrix shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. In the absolute discretion of my Executrix, she may pay such taxes immediately or may postpone the payment oftaxes on future or remainder interests until the time possession ITEM 2. I direct my Executrix to pay the expenses of my last illness and funeral expenses from the property passing under this Will as an expense and cost of administration of my estate. ITEM 3. In the event that my wife, THELMA A. V AN ELDEN, survives me, I give and bequeath to her absolutely and in fee simple all of my household furniture and --::t,'?flifibt Uj rk1~/ 'fIl~ furnishings, books, pictures, jewelry, silverware, automobiles, wearing apparel and all otber articles of household or personal use or adornment. In tbe event tbat my wife does not survive me, I make said bequest to my children living at tbe time of my de~tb, to be divided among tbem as tbey shall agree. Should tbere be no agreement, such property shall be divided among them by tbe Executor in as nearly equal portions as is deemed practical in the sole discretion of the Executor, having due regard to the personal preferences of such children. ITEM 4. Ifmy wife survives me, my Executrix shall divide my residuary estate into two separate parts, the marital part and the exemption trust. I give, devise and bequeat!). the marital part to my wife, THELMA A. V AN ELDEN. The marital part shall consist of that amount which will equal the maximum marital deduction allowable in my estate for federal estate tax purposes, reduced by the final federal estate tax values of all other property interests which pass or have passed to my wife, under other provisions of this will or otberwise and which qualify for the marital deduction. In no event shall a greater amount be allocated to the marital part than is necessary to completely eliminate the federal estate tax in my estate, after considering all other federal estate tax deductions and credits (but only to the extent the use of tbe state deatb tax credit does not increase the state deatb taxes payable) to which my estate may be entitled. My Executrix shall satisfy the marital part in cash or in kind, or partly in each, with assets eligible for the marital deduction; assets allocated in kind shall be deemed to satisfy this amount on the basis of tbeir values as finally determined for federal estate tax purposes, but in no event shall tbe date-of-distribution value of such assets be less than tbe amount of the marital deduction. The exemption trust shall consist of the balance of my residuary estate. If my wife -$~/Iyq IJtIt-'X./:tPft4'L-' -2- survives me, I also give, devise and bequeath to my wife, THELMA A. V AN ELDEN, any property, power or interest disclaimed by my Trustees under any succeeding item of this Will. In the event that my wife, THELMA A. V AN ELDEN, predeceases me, I give, devise and bequeath all my property as provided in the succeeding ITEM 5 of this Will. ITEM 5. I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my Trustee, VICKI LYNN LOESCH, IN TRUST, for the following uses and purposes: (a) The Trustee shall pay to or expend and apply for the benefit of my wife, THELMA A. V AN ELDEN, so much of the income and principal as she, in her sole direction, deems necessary for the proper support, maintenance and welfare of my wife, including medical, surgical, hospital or other institutional care, having in mind both the standard of living to which she has been accustomed and the income available to or for her from other sources. Any income not distributed shall be added to principal. (b) After the death of my wife, THELMA A. V AN ELDEN, or if she predeceases me, then upon my death, the Trustee shall distribute two-thirds (2/3) of the principal balance of the trust to my daughter, VICKI LYNN LOESCH, if she is then surviving, or if not, to her then living issue, per stirpes. The Trustee shall continue the trust for the remaining one-third (1/3) of the principal balance, but VICKI LYNN LOESCH will be replaced as Trustee by RONALD L. ISAACMAN and RONALD D. BUTLER, who shall thereafter serve as Co- Trustees, for the following uses and purposes: -!Z~~1ja;, tV ~ifJ A, -3- (i) The Trustees shall pay to or expend and apply for the benefit of my daughter, ELEANOR E. HERTZLER, so much of the income and prinCipal as they, in their sole discretion, deem appropriate for the following purposes: (1) Her proper support, maintenance, welfare and education. (2) The proper support, maintenance, welfare and education of her children. (3) Her rent payments, mortgage payments, car payments, taxes and other similar payments. (ii) If my daughter, ELEANOR E. HERTZLER, remains drug free for a period of five (5) consecutive years, then the Trustees shall pay to or expend and apply for the benefit of my daughter, ELEANOR E. HERTZLER, so much of the income and principal as they, in their sole discretion, deem necessary or appropriate for any purpose. (iii) Upon the death of my daughter, ELEANOR E. HERTZLER, the trust shall terminate and the Trustees shall distribute the then remaining principal and accrued income, if any, to the then living issue of my daughter, ELEANOR E. HERTZLER, per stirpes, if any, or ifnone, to the then living issue of my daughter, VICKI LYNN LOESCH, per stirpes. (c) No part of the income or principal ofthe property held under this Trust shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver !tnt# fl/; tv /Ju;;;9J A-?-1/ -4- in bankruptcy of any beneficiary'prior to his or her actual receipt thereof. The Trustees shaH pay over the net income and principal to the parties herein designated, as their in,terests may appear, without regard to any attempted anticipation, pledging or assignment by any beneficiary under a trust, and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary. ITEM 6. In addition to the powers conferred by law, the Trustees shall have the following powers: (a) To retain in their absolute discretion and for such period as to them shaH seem advisable, any and all assets constituting the Trust Fund, without liability for any loss incurred by reason of the retention of such assets. (b) To change investments and properties, and to invest and reinvest all or any part of the corpus ofthe Trust hereby established, in such securities, investments, or other property as to them seems advisable and proper, irrespective of whether the same are authorized for the investment of trust funds by the laws of the Commonwealth of Pennsylvania. (c) To sell all or part of the property which at any time may constitute a part of the Trust hereby established, at such time, upon such terms, for cash or on credit, with or without security, in such manner and at such prices, either at public or private sale, as to them shaH seem advisable and proper, and to execute good and sufficient deeds and bills of sale therefor, ~1~/ia//JJd,4A/IPLt2rI/ -5- (d) To lease any property held by them and for the duration of the term, irrespective of the provisions of any statute or of the termination of the trust; and to mortgage, pledge, collect, convert, redeem, exchange, or otherwise dispose of, any securities or other property at any time held by them. (e) To borrow money, whether to pay taxes, exercise subscriptions, rights, and options pay assessments or to accomplish any other purpose of any nature incidental to the administration of the Trust hereby established, and to pledge any securities or other property held by them as security therefor. (f) To enforce any bonds, mortgage, or other obligations or liens held hereunder; to enter upon such contracts and agreements and to make such compromises or settlements of debts, claims, or controversies as she may deem necessary or advisable; to submit to arbitration any matter or difference; to vote personalIy or by proxy any shares of stock which may at any time be held by them hereunder. (g) To consent to the reorganization, consolidation, merger, liquidation, readjustment of or other change in any corporation, company or association, or to the sale or lease of the property thereof or any part thereof, any of the securities or other property of which may at the time be held by them thereunder, and to do any act or exercise any power with reference thereto that may be legally exercised by any person owning similar property in his own right, including the exercise of conversion, subscription, purchase or other options, the deposit or exchange of securities, the entrance into voting trusts, and the making of agreements or ~~1!w1 NY Ut-rz; RP/~ -6- subscriptions which they may deem necessary or advisable in connection therewith, all without applying to any court for permission to do so, and to hold, redeem, sell or otherwise dispose of any securities or other property which they may so acquire, irrespective of whether the same be authorized for the investment of trust funds by the laws of the Commonwealth of Pennsylvania. (h) To cause to be registered in their names as Trustees hereunder, or in the names of their nominees without qualification or description, any securities at any time held in the Trust hereby established. (i) To determine the manner in which the expenses incidental to or connected with the administration ofthe Trust hereby established shall be apportioned as between income and principal. (j) To carry out agreements made by me during my lifetime, illcluding the consummation of any agreements relating to the capital stock of corporations owned by me at the time of my death, and including the continuation of any partnership of which I may be a member at the time of my death whenever the terms of the partnership agreement obligate my estate or personal representative to continue my interest therein, and to enter into agreements for the rearrangement or alteration of my interests or rights or obligations under any such agreements in effect at. the time of my death. (k) To apportion extraordinary and stock dividends received by them between income and principal in such manner as they may see fit; provided, however that all ~~u-Jk~. -7- rights to subscribe to new or additional stock or securities, and all liquidating dividends shall be deemed to be principal. (1) To disclaim without court approval any part or all of any property, power or interest passing to the exemption trust under any Will, Deed of Trust or otherwise. The Trustees may freely act under all or any of the powers of this Agreement given to them in all matters concerning the Trust hereby established, after forming their judgment based upon all the circumstances of any particular situation as to the wisest and best course to pursue, without the necessity of obtaining the consent or approval of any court, and notwithstanding that they may also be acting as an individual, or as trustee of other trusts, or as an agent for other persons as an individual, or as trustee of other trusts, or as an agent for other persons or corporations interested in the same matters, or may be interested in connection with the same matters as stockholders, directors or otherwise. The powers herein granted to the Trustees may be exercised in whole or in part, from time to time, and shall be deemed to be supplementary to and not exclusive of the general powers of trustees pursuant to law, and shall include all powers necessary to carry the same into effect. The enumeration of specific powers herein shall not be construed in any way to limit or affect the general powers herein granted. ITEM 7. In addition to other provisions applicable to trustees generally, the following provisions shall apply to the Trustees: -[j;~/1Jtj4 dM;&:.f~ -8- (a) No bond or surety shall be required of the Trustees or of any successor Trustee who shall serve hereunder. (b) The Trustees or any successor Trustee may resign by an instrument in writing. (c) Except as otherwise provided in this Will, the Trustees or any successor Trustee may appoint any person, firm or corporation, other than the Testator or any firm or corporation which the Testator has an interest, as successor Trustee. (d) Any successor Trustee shall have and may exercise all the rights, powers, duties and discretions conferred or imposed on the Trustee. (e) No one dealing with any Trustees need inquire concerning the validity of anything the Trustee purports to do, or see to the application of any money paid or property transferred to or upon the order of the Trustees. (f) No successor Trustee shall be obliged to examine the accounts and actions of any previous Trustee. (g) No successor Trustee shall be responsible in any way for any acts or omissions of any previous Trustee. (h) No Trustee shall be liable for any act or omission unless the same be due to that Trustee's own willful default. ~dat /I )dlllJi!fl~-n/ -9- (i) The compensation to be paid to any Corporate Trustee for its ordinary services as Trustee shall be at the rates prescribed for similar trust services in its standard compensation schedule in effect at the time of each charging of such compensation, unless it agrees in writing to a different fee arrangement. Any Corporate Trustee shall receive reasonable additional compensation for all requested or required extraordinary services. It may deduct the compensation at such time or times and from such sources as it may reasonahly determine. Reasonable compensation shall be paid to any individual serving as Trustee, unless the individual waives the right to receive compensation. ITEM 8. Whenever and so often as any beneficiary hereunder to whom payments are herein directed to be made shall be under legal disability or in the sole judgment of my Executors or Trustees shall otherwise be unable to apply such payments to his or her own best advantage my Executors or Trustees may make all or any portion of such payments in anyone or more of the following ways: (a) Directly to such beneficiary. (b) To the legal guardian or conservator of such beneficiary. (c) To a relative of such beneficiary to be expended by such relative for the benefit of such beneficiary. (d) By themselves, expending the same for the benefit of such beneficiary. ~#??ta duf'~A71- / -10- ITEM 9. If my wife, THELMA A. V AN ELDEN, and I should die at the same time, or in a common disaster, or under such circumstances that it is difficult or impossible to determine who died first, she shall be deemed to have survived me:. Any other person who shall have died at the same time as I shall have, or in a common disaster with me, or under such circumstances that the order of our deaths cannot be established by proof, or within thirty (30) days of my death, shall be deemed to have predeceased me. ITEM 10. If at any time any child under the age of twenty-one (21) years shall be entitled to receive any assets hereunder, my Executrix shall receive such assets as Custodian under the Pennsylvania Uniform Transfers to Minors Act for that beneficiary. Such Custodian may receive and administer all assets authorized by law, and shall have full authority as provided in the Pennsylvania Uniform Transfers to Minors Act to use such funds in the manner she deems advisable for the best interests of such beneficiary. In addition, said Custodian shall have all the rights and privileges as to the Custodianship and its assets as are herein granted to the Executrix as to my estate and the assets therein. I also designate said Custodian as successor Custodian of any property for which I am custodian under any Uniform Transfers to Minors Act. ITEM II. I hereby nominate, constitute and appoint my daughter, VICKI LYNN LOESCH, as Executrix of my estate, In the event that she is unable or unwilling to serve in this capacity, I then nominate, constitute and appoint my wife, THELMA A. V AN EI.:DEN, as Executrix of my estate. In the event that she is unable or unwilling to serve in this capacity, I then nominate, constitute and appoint CYNTHIA E. TWOMBLEY as Executrix of my estate. ~4fkj./1}~)xP~-Y2 - -11- In addition to the powers conferred by law, my Executors shall have the same powers granted to my Trustee in ITEM 6 above. My Executors are specifically relieved from the duty or obligation of filing any bond or bonds. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, thi~dayof & ci/j:(~/7..7 , A.D., 2001. ~aJ~~} Gunther W. Van Elden (SEAL) WITNESS: MIJ/~ . ~~ residing at 3 n if (~YL,-"-...r lf~kD I!- (7/t::::> 3lfl'1. N L(~ 5ri., residing at (~{((:.s~""""'- QA 11({f) -12- COMMONWEALTH OF PENNSYLVANIA ) SS. , COUNTY OF .]jA-U purJJ ) We,GUNTHERW.VANELDEN, f-,.rUJA-Lb ~. '(<,IJ'IU.P, , and 6bJ.::rp.. M r,JJ S. 8UT~ the Testator and the 'witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that he had signed willingly (or willingly directed another to sign for him) and that he executed it as his free and voluntary act for the pUIpose therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of their knowledge, the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~Pni/Jff? ffJt/aw t'fIA~<J Gunther W. Van Elden fblJk , . WItness ~~' I Witness Subscribed, sworn to and acknowledged before me b)f GUNTHER W. VAN ELDEN, the Testator, and subscribed and sworn to before me by Ko NALb ~. ~()'TLU2- ,and {SEAJ:::JA.MI tv -::r: t~, the witnesses, this d-.. .o.c. day of 1:\ c..""'-8 8."-12- , 2001. ~~~ut~jA~ J My Commission Expires: ! NOTARIAL SEAL I CHERYL L FERGUSON, NolaN Public I Harrisburg, Qaupnin Co~11y t _My Qg~~~~]~f_x~~r'es April ;:I, 2004 ! INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 0920-2002 ESTATE OF GUNTHER W. V AN ELDEN, DECEASED DISCLAIMER TO WHOM IT MAY CONCERN: KNOW ALL MEN BY THESE PRESENTS, that I, VICKI LYNN LOESCH, designated Trustee of the exemption trust created under ITEM 5 of the Last Will and Testament of Gunther W. Van Elden, have been granted the power under ITEM 6(1) of the Last Will and Testament of Gunther W. Van Elden "To disclaim without court approval any part or all of any property, power or interest passing to the exemption trust under any Will, Deed of Trust or otherwise". ITEM 4 of the Last Will and Testament of Gunther W. Van Elden provides that "Ifmy wife survives me, I also give, devise and bequeath to my wife, THELMA A. V AN ELDEN, any property, power or interest disclaimed by my Trustees under any succeeding item of this Will". The Last Will and Testament of Gunther W. Van Elden, dated October 2, 2001, was admitted to probate on October 11, 2002 by the Register of Wills of Cumberland County, Pennsylvania, and Letters Testamentary were granted thereon to Vicki Lynn Loesch as Executrix. I am not receiving any consideration for making this Disclaimer. Intending to be legally and irrevocably bound, I do hereby wholly and permanently disclaim as Trustee of the exemption trust created under the Last Will and Testament of Gunther W. Van Elden all of the property, power or interest passing to the exemption trnst under any Will, Deed of Trnst or otherwise, and by this Disclaimer, I do intend to irrevocably and unqualifiedly refuse to accept as Trustee of the exemption trnst created under the Last Will and Testament of Gunther W. Van Elden any property, power or interest passing to the exemption trnst under any Will, Deed of Trnst or otherwise in compliance with the provisions of Section 2518 of the Internal Revenue Code of 1986, as amended, and the provisions of Chapter 62 of the Pennsylvania Probate, Estates and Fiduciaries Code in order to effect a qualified Disclaimer thereunder. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 1.3 day of May, 2003. WITNESS: ;2U!Jk. ) ,. '"\....-/);' ,',' IX s- i.._4~l;( (SEAL) Vic}6Lynn Loesch, Trnstee ESTATE OF GUNTHER W. VAN ELDEN, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 0920-2002 INRE: ACKNOWLEDGMENT OF DISCLAIMER BY EXECUTRIX To Whom It May Concern: KNOW ALL MEN BY THESE PRESENTS, that I, VICKI LYNN LOESCH, have been appointed Executrix of the Estate of Gunther W. Van Elden, and I hereby acknowledges receipt of the Disclaimer by Vicki Lynn Loesch, Trustee of the exemption trust created under the Last Will and Testament of Gunther W. Van Elden pursuant to the power granted to said Trustee under ITEM 6(1) of the Last Will and Testament of Gunther W. Van Elden, Deceased. Dated: s- J3 -cJ:.5 I}/i;?!- ! f~~ - /----- Vi I Lynn Loesch BUREAU OF INOIVlDUAC TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, p, 171Z6-Q6~1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERIT AlICE TAX APPRAISEMENT, ACCOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX Fl(" DATE ESTATE OF DATE OF DEATH ,"~LE NUMBER ''COUNTY ACN OS-10-2004 VANELDEN 09-19-2002 21 02-0920 CUMIlERLAND 101 Anount R..itt.d "OLl i'li\Y 14 r.. -:' , - BENJAMIN J BUTLER 12TH FLR SOO N 3RD ST HARRISBURG PA 17101:'" *' REY-15A7UAF' [II.U) GUNTHER W (1) (21 (51 (41 IS) 161 (71 .00 739,010,99 .00 .00 9,113.44 .00 .00 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE-Y=i54-j-EX-i.i:-ij-fiiFo3riliiricE--oF-i-IiHEififilifci-TAX-APPRAisEiiEil'i:~--i.LroiiilNCE-[iR------------ ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF VANELDEN GUNTHER W FILE NO. 21 02-0920 ACN 101 DATE DS-I0-2004 TAX RETURN WAS: ( I ACCEPTED AS FILED ( XI CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Est.t. (Schedul. A) 2. stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedul. C) 4. Mortgages/Notes Receivable (Sch8dul. DJ 5. Cash/Bank Deposits/Misc. Personel Property (Schedule E) 6. JointlY Owned Property (Schedule fl 7. Transfers (Scn.dul. G) 8. Tot.l Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fu~r.l ExPeRsas/Adn. Costs/Misc. Expenses (Schedul. H) 10. D~ts/"o~tgag. LiBbiliti.s/Li~s (Schedul. I) 11. Total Deductions 12. N.t V.lue of Tax Retu~n 13. Cha~lt.ble/Gov.r~ent.1 aeqUests; Non-elect.d 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax I~ an assessment was issued previously, lines 14, lS and/or 16, 17, 18 and 19 will re~lect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Aftount of Lin. 14 at Spousal rat. 16. ~ount of Line 14 taxable .t Lineal/Class A rat. 17. A.ount of Line 14 at Sibling rat. 18. A.ount of Line 14 taxable at Collaterel/Class B rate 19. Principal Tax Due I NOTE: OATE NUHBE R INTEREST/PEN PAID (-) (01 nOI 30,918,92 NDTE: To insure proper credit to your account# sub.it the uppar portion of this for. with your tax pay..nt. (BI 748,124.43 3.037.75 (111 nZl n51 n~1 nSI (161 un UBI 7,17S.00 X .00 X .00 X .00 X ~3.QIi6 "'7 714,167.76 706,992.76 7,17S,00 00 _ 04S _ 12 _ IS _ .00 .00 ,00 ,00 .00 ANOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL I1UE nOI- ,00 .00 .00 .00 . IF PAID AFTER DATE INDICATED# SEE REVERSE FOR CA.\.CUl.A.TIOH OF AD1UTIOHAL I.NTEREST. IF TOTAL OUE IS LESS THAN $1, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (eft) # YOU KAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FDR INSTRUCTIONS.) ~EV.\~1QE.1l.\@..U1 ,. INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYL VA.NIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME Gunther W. Vanelden FILE NUMBER 2102-0920 REVIEWED BY ACN Harry Herr 101 SCHEDULE ITEM EXPLANATION OF CHANGES NO. - - The estate has deferred the tax on the trust for the benefit of the surviving spouse Thelma Van Elden. ROW Page 1 STATUS REPORT UNDER RULE 6.17 Name of Decedent · Gunther W. Van EId¢ll Date of Death' 9/19/02 Will No. 2002-00920 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' State whether administration of the estate is complete- Yes X No ~ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete · 3. If the answer to No. 1 is Yes, state the following: account with the Court ? Did the personal representative file a final Yes b. The separate Orphans' Court No. (if any) for the personal representative's account is' n/a c. Did the personal representative state an account informally to the parties in interest ? Yes X No ~ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this,r4tport. // /q Date ' 6/9/04 // te "' ~.,'-" ;~ Si~ature Beniamin J. Butler Name (Please type or print ) 500 N. Third Street, P.O. Box 1004 Harrisbm-~o Address 1710~-1094 (717) 2361485 Tel. No. Capacity · Personal Representative Counsel for personal representative BUREAU OF TNDZVZDUAL TAXES TNHERTTANCE TAX DTVTSZON DEPT. Z80601 HARRISBURG, PA 17128-0601 CONNONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 'Z,,ER'/T^,CE TAX RECORD ADJUSTMENT RE¥-1593 EX AFP (01-05) BENJAHIN J BUTLER 1ZTH FLR 500 N 3RD ST HARRISBURG '04 ~;~? 15 .'4 8:24 DATE 08-30-2004 ESTATE OF VANELDEN DATE OF DEATH 09-19-2001 FZLE NUHBER Z! OZ-O9ZO COUNTY CUHBERLAND ACN 101 q Amount Rami*~ad GUNTHER HAKE CHECK PAYABLE AND RENZT PAYMENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To Ansure proper cradA~ ~o your account, submA~c ~he upper por~cAon of ~his fore wASh your ~ax payment. CUT ALONG THTS LINE ~ RETATN LONER PORT/ON FOR YOUR RECORDS ~ REV-1593 EX AFP (01-03) xx /NHER/TANCE TAX RECORD ADJUSTMENT x~ ESTATE OF VANELDEN GUNTHER N FZLE NO. 21 02-0920 ACN 101 DATE 08-30-Z004 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION VALUE OF ESTATE: 1. Real Es~a~a (Schedule A) 2. S~ocks and Bonds (Schedule B) 3. Closely Held S~cock/Per~narshAp Zn~caras~ (Schedule C) ~. Hot,gages/No,as RecaAvable (Schedule D) 5. Cash/Bank DeposA~cs/HAsc. Personal Proper~:y (Schedule E) 6. JoAn~ly Owned Propar~y (Schedule F) 7. Transfers (Schedule G) 8. To':al Asse~s DEDUCTIONS AN]) EXEMPTIONS: 9. Funeral Expansas/AdeAnAs~ra~Ave Cos~cs/ HAscelleneous Expenses (Schedule H) 10. Dabis/Horigage Liabilities/Liens (Schedule z) 11. Total Deductions 12. Ne'~ Value of Tax Re~urn (1) .00 (2) 739z010.99 (3) . O0 (c,) .00 ($) 9;113.44 (6) . O0 (7) .00 (e) 748,124.43 (9) 30,918.92 (lO) 3,037.75 13. 1~. TAX: 15. 16. TAX CharA~able/governmen~el Bequests; Non-alac~ed 9115 Trusts (Schedule J) Ne~ Value of Es~a~e Subjec~ ~o Tax Amoun~ of LAne 1~, a~c Spousal ra~e (15) Amoun~ of LAne 1~, *axable a* Lineal/Class A re*e (16) 17. Amoun~c of L/no 1~ a~ SAbling re~a (17) 18. Amoun~c of L/no 1~ ~axabla a~c Collateral/Class B ra~e (18) 19. PrAncipel Tax Due CRED/TS: B'AYflI:N I Kl:Cblr I UI~CUUN I t · ) DATE NUHBER INTEREST/PEN pAID (-) (11) 33z956.67 (12) 714/167.76 (13) .00 (~) 714/167.76 7141167.76x O0 = .00 .OOX 045= .00 .OOX iZ = .00 .00 x 15 = .00 (19) .00 AHOUNT PATD ZF PAID AFTER DATE ZNDZCATED~ SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CRED/T I .00 BALANCE OF TAX DUEl .00 INTEREST AND PEN. .00 TOTAL DUE . O0 ( TF TOTAL DUE TS LESS THAN $1~ NO PAYMENT TS RE(~UTRED. TF TOTAL DUE TS REFLECTED AS A 'CREDTT' (CR)) YOU HAY BE DUE A REFUND. SEE REVERSE STDE OF THIS FORH FOR /NSTRUCTTONS.) REV-1470 EX (6-88) EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME FILE NUMBER GUNTHER W VAN ELDEN 2102-0920 ACN REVIEWED BY SCOTT ELLISON 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES THE INHERITANCE T.I~ RETURN HAS BEEN ADJUSTED AS ORIGINAl_bY FILED. ROW Pa.qe 1