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Home My WebLink About03-0824 LAW OFFICES OF MILLER & ASSOCIATES, PC William E. Miller, Jr. Alicia S. Miller 1822 MARKET STREET · CAMP HILL, PA 17011 TEL: (717) 737-9210. FAX: (717) 737-9215 19 August 2005 Glenda Farner Strasbaugh, Register of Wills Cumberland County Court House One Courthouse Square Carlisle, PA 17013 Re: Estate of Dorothy D. Dyer, Deceased No. 21-2003-0824 Dear Ms. Strasbaugh: Of Counsel: Michael L. Bangs Our firm represents A. Edwin Dyer, Objector, to the First and Final Account of the Executrix and the accompanying Statement of Proposed Distributions to Benefici- aries of the Estate of his Mother, Dorothy D. Dyer. The Account and Statement are being presented for confirmation to the Court on Tuesday, 23 August, 2005. We enclose herewith for filing the Objections to the First and Final Account of the Executrix of the Estate of his Mother, Dorothy D. Dyer, and Petition for Appointment of an Auditor. We are forwarding herewith a copy of the Objections and Petition to the Executrix's attorney of record, Diane G. Radcliff, Esquire. Please time-stamp the enclosed copies as received and return them to us. Thanks. j o F) w..1 C_) r~I'" :.J C-' Very truly yours, Q- MILLER & ASSOCIATES, PC 0'1 C.:) c...::.~: lr-::! C"', c.::., c.~: (.....,,1 WEM/mlj Enclosures cc: Mr. A. Edwin Dyer Diane G. Radcliff, Esquire IN RE: FIRST AND FINAL ACCOUNT OF NORMA D. OTSTOT, EXECUTRIX OF THE THE ESTATE OF DOROTHY D. DYER IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA : No. 21-2003-0824 ",-, <:::'::. (:::.:..) c...ra .:r~ : ORPHANS COURT DIVISION :-) ~. I'.-=: .-> ~'Tl <.:.'5 . CC-,c, 1...0 A. EDWIN DYER'S OBJECTIONS TO THE FIRST AND FINAL ACCOU~ OF THE EXECUTRIX OF THE ESTATE OF HIS MOTHER. DOROTHY D.DYER ANi PETITION FOR APPOINTMENT OF AN AUDITOR , h; c,) o .,J::- 1. Dorothy D. Dyer ("Testatrix"), late of Upper Allen Township, Cumberland County, Pennsylvania, died 26 September 2003. 2. Testatrix died testate, naming her daughter Norma D. Otstot as Executrix ("Executrix") of her WilL 3. Under the terms of her Will, Dorothy D. Dyer's three children, Norma D. Otstot, Richard D. Dyer and A. Edwin Dyer ("Objector"), were to share equally in her Estate. 4. Executrix has filed a First and Final Account, together with an accompanying Statement of Proposed Distributions to Beneficiaries, with the Orphans Court Division of the Cumberland County Court of Common Pleas. A copy of the First and Final Account of the Estate of Dorothy D. Dyer is attached hereto and incorporated herein as Exhibit "A." 5. Prior to about 1995, Testatrix added Executrix and Objector as joint owners of her checking account at PNC Bank, N.A. 6. Said PNC checking account was established by Testatrix and contained funds solely generated by Testatrix. 7. The purpose for adding Executrix and Objector to said PNC checking account was to facilitate being able to pay Testatrix's household and other living expenses when Testatrix would not be able to do so due to health or other reasons. 8. Testatrix's health deteriorated in the last few years of her life. 9. Starting in 1999, as a result of her health issues, Testatrix was admitted for medical and nursing care at Bethany Village, Messiah Village (both Cumberland County nursing homes) and at Holy Spirit Hospital ( a Cumberland County hospital). ,-D i "1 C) c:.::) 'Xl ::',') ,.-r-J c:; ... C) .. i~~ 10. Prior to Testatrix's death, Executrix wrote numerous checks from the j oindy held checking account for her own benefit, not for the benefit of her mother. 11. The checks written by Executrix were often made out to "Cash" and written while her mother was residing in a hospital or nursing home where all expenses were covered by insurance or the daily rate charged by the health care institution. 12. Executrix signed the checks made out to "Cash" with Testatrix's name although Executrix herself was a joint owner of the account. A copy of samples of checks made out to "Cash" is attached hereto and incorporated herein as Exhibit "B." 13. Because Executrix was a joint owner of the account, she also signed checks written out by Executrix, with her own signature. A copy of samples of checks signed with Executrix's signature is attached hereto and incorporated herein as Exhibit "C." 14. After Testatrix was infirm, Executrix wrote numerous checks made out to herself and signed them with Testatrix's name. A copy of samples of these types of checks is attached hereto and incorporated herein as Exhibit "D." 15. Testatrix's own signature does not resemble the signature of "Dorothy D. Dyer" placed on the checks by Executrix. A copy of checks actually signed by Testatrix is attached hereto and incorporated herein as Exhibit "E." 16. Checks written to Executrix and checks written to "Cash" total nearly Thirty-Seven Thousand Dollars ($37,000). A list of checks written to Executrix and to "Cash" is attached hereto and incorporated herein as Exhibit "F." 17. Executrix had a fiduciary duty to Testatrix, her mother, to use the funds in the joint checking account for the benefit of Testatrix and in a manner Testatrix desired. 18. Executrix used her position as power of attorney and holder of a joint account with her mother to gain access to Testatrix's assets and use them for her own personal gain during Testatrix's lifetime. 19. As a result of Executrix's use of Testatrix's assets for her own personal gain, the Executrix's Estate was diminished and the share in the distribution therefrom of the other two beneficiaries of the Estate, Richard D. Dyer and Objector, was decreased. WHEREFORE, Objector, A. EDWIN DYER, objects to the First and Final Account of the Executrix and the accompanying statement of Proposed Distributions to Beneficiaries, and petitions that an auditor be appointed to review the disposition of the Estate of Dorothy D. Dyer in order to establish whether Executrix, Norma D. Otstot, should be surcharged for the amounts received by her from Testatrix's assets in violation of her fiduciary duty to use Testatrix's assets for the benefit of Testatrix alone and surcharged for the amounts not available for distribution to the other beneficiaries of the Estate. 8)1 )r/ I ( ~~ William E. Miller, If., Esquire Alicia S. Miller, Esquire Dated: MILLER & ASSOCIATES, PC 1822 Market Street Camp Hill, PA 17011 (717) 737-9211 (717) 737-9215 ID No. 07220 and 82099 if t VERIFICATION The undersigned, A. EDWIN DYER, hereby verifies and states that: 1. He is the son of Dorothy D. Dyer; 2. The Facts set forth in the foregoing Objections and Petition are true and correct to the best of his knowledge, or information and belief; and 3. He is aware that false statements herein are made subject to the penalties of 18 Pa. C.S. 94904, relating to unsworn falsification to authorities. Dated: {-. / '7' 0 J - a:~, ?~7 A. EDWIN DYER Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division No. 21-03-0824 Estate of Dorothy 0 Dyer, Deceased First and Final Account Norma 0 Otstot, Executrix Date of Death: 09/26/2003 Date of Executor's Appointment 10/10/2003 Date of First Advertisement of Letters: 10/25/2003 Accounting for the Period: 09/26/2003 to OS/25/2005 Purpose of Account: Norma D Otstot, Executrix, offers this account to acquaint interested parties with the transactions that have occurred during this administration. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Diane G Radcliff, Esquire Attorney Identification No. 32112 3448 Trindle Road Camp Hill, PA 17011 (717) 737-0100 GROSS ESTATE (Principal Receipts + Income Receipts) 418,859.40 I Exhibi t A SUMMARY OF ACCOUNT Estate of Dorothy D Dyer, Deceased For the period of September 26.2003 throuQh May 25, 2005 Proposed Distributions to Beneficiaries PaQe PRINCIPAL Receipts: This Account Net Gain (or Loss) on Sales or Other Dispositions 1 2 Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal and State Taxes Commissions Fees Family Exemption 3 2 2 2 2 2 Balance Before Distributions Transfer to (from) Principal Distributions to Beneficiaries 4 Principal Balance on Hand 5 For Information: Investments Made Changes in Investment Holdings 6 INCOME Recei pts This Account 7 Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements Balance Before Distributions Transfer to (from) Income Distributions to Beneficiaries Income Balance on Hand 8 For Information: Investments Made Changes in Investment Holdings COMBINED BALANCE ON HAND Current Value 131.54 864.94 1,988.94 27,241.35 20,199.84 12,134.50 0.00 Fiduciary Acquisition Value 0.00 413,856.77 -4,089.74 409,767.03 62,561.11 347,205.92 444.69 275,700.00 71,950.61 5,002.63 0.00 5,002.63 0.00 5,002.63 -444.69 0.00 4,557.94 76,508.55 SCHEDULE A RECEIPTS OF PRINCIPAL Fiduciary Acquisition Value Cash 02/04/2004 Coins in Safe 39.10 09/26/2003 Commonwealth of Pennsylvania - Eminent 28,577.06 Domain Taking Proceeds 09/26/2003 Inheritance Tax - Refund 11,393.41 09/26/2003 M & T Bank - Savings Account 25.620.17 09/26/2003 M & T Bank - Certificate of Deposit 7.526.81 03/09/2004 Miscellaneous Refund 40.90 10/20/2004 PA Department of Revenue 50.00 11/29/2003 Refund - Comcast 29.21 12/05/2003 Refund - Auto Insurance 40.05 12/05/2003 Refund - Highmark Blue Shield 262.37 12/22/2003 Refund - Waste Management 13.73 04/08/2004 Refund - Check Order 21.20 73,614.01 Personal Property 10/28/2003 1995 Geo Automobile 4.900.00 09/26/2003 Auction Proceeds 1,354.55 11/07/2003 Stamp Collection - Tom Seltzer 70.00 6.324.55 Stocks I Listed 02/24/2004 share Agree Systems 68.35 68.35 Bonds 10/29/2003 204,026.2000 Blackrock FDS PA Tax Free Income Port CLB 21.994.02 10/29/2003 656,790.3000 MFS GOVT L TD MAT FUND SH BEN INT CL B 53.988.16 10/29/2003 1.042.364.1000 MFS MUN SER TR PA MUN BD FD CL B 106.529.61 182.511.79 1 SCHEDULE A RECEIPTS OF PRINCIPAL Continued Real Estate 11/21/2003 Proceeds - Sale of House - 5 Mt. Allen Drive Mechanicsburg, PA 17055 151,338.07 Total Receipts of Principal 2 Fiduciary Acquisition Value 151,338.07 413,856.77 SCHEDULE B GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL Gain Loss OS/27/2004 204.026.2000 Blackrock FDS PA Tax Free Income Port CLB Net Proceeds Fiduciary Acquisition Value 21.341.14 -21.994.02 -652.88 OS/27/2004 656.790.3000 MFS GOVT L TD MAT FUND SH BEN INT CL B Net Proceeds Fiduciary Acquisition Value 52.740.26 -53.988.16 -1.247.90 OS/27/2004 1.042.364.1000 MFS MUN SER TR PA MUN BD FD CL B Net Proceeds Fiduciary Acquisition Value 104.340.65 -106.529.61 -2.188.96 TOTAL GAINS AND LOSSES/PRINCIPAL LESS LOSS NET GAIN OR LOSS -4.089.74 -4.089.74 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Debts of Decedent 10/19/2003 PP&L 69.07 10/30/2003 Comcast Cable 62.47 Total Debts of Decedent 131.54 Funeral Expenses 10/19/2003 Neill Funeral Home 864.94 Total Funeral Expenses 864.94 Miscellaneous Administration Expenses 10/19/2003 Allstate Insurance Company 57.85 10/19/2003 Waste Management 35.39 10/19/2003 Upper Allen Township - Sewer 100.00 10/19/2003 Norma Otstot - Reimbursement for cost of sale 364.88 of house, car cleaning, memorial lunch 10/22/2003 Bud Westover - Lawn maintenance 100.00 10/23/2003 Estate checks 27.60 10/30/2003 United Water 22.14 11/03/2003 Winding Hill Veterinary Clinic - (Maggie) 102.40 11/07/2003 Diane G. Radcliff, Esquire - Probate Expenses 452.00 392.00 - Probate fee 60.00 Advertisement 11/07/2003 Sears - Tires for car 214.86 11/07/2003 PP&L 41.02 11/18/2003 Verizon 7.69 2 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 11/21/2003 Com cast 11.95 11/29/2003 PP&L 25.46 11/29/2003 AT&T - Final Bill 5.81 11/29/2003 United Water - Final water bill 6.75 12/03/2003 Allstate Insurance - Homeowners 28.80 12/05/2003 Diane G. Radcliff - Legal Advertisement 120.53 01/22/2004 Comcast 29.21 02/11/2004 Diane G. Radcliff, Esquire - Filing Fee Petition 30.00 for Successor Trustee 02/16/2004 PA Department of Revenue - PA 41 (Fiduciary 10.00 Tax Return) 03/01/2004 Diane G. Radcliff - (deed copy) 10.00 03/08/2004 H & R Block - Final Tax Return Preparation 132.00 03/11/2004 Diane G. Radcliff - Filing Fee - Inheritance Tax 25.00 Return and Inventory 04/08/2004 Estate Checks 27.60 Total Miscellaneous Administrative Expenses 1.988.94 Taxes 12/17/2003 Inheritance Tax - Prepayment 26.035.93 03/10/2004 Pa Department of Revenue - Fiduciary Tax 23.00 01/10/2005 Register of Wills - Inheritance tax on eminent 1.182.42 domain settlement Total Taxes 27.241.35 Commissions 03/10/2004 Norma Otstot - Executrix Fee 18.770.84 01110/2005 Norma D. Otstot 1,429.00 3 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Total Commissions Fees 03/09/2004 01/10/2005 Diane G. Radcliff - Attorney's Fees Diane G. Radcliff Total Fees TOTAL DISBURSEMENTS OF PRINCIPAL 4 11.262.50 872.00 20.199.84 12,134.50 62.561.11 Date 09/29/2004 Description Bank Transfer TRANSFERS TO (FROM) PRINCIPAL Amount 444.69 444.69 Transfers To (From) Principal - 1 SCHEDULE D DISTRIBUTIONS OF PRINCIPAL 02/05/2004 02/05/2004 02/05/2004 06/21/2004 06/21/2004 06/21/2004 Partial Distribution - Richard Dyer Partial Distribution - A. Edwin Dyer Partial Distribution - Norma Otstot Partial Distribution - Richard Dyer Partial Distribution - A. Edwin Dyer Partial Distribution - Norma Otstot 20,000.00 20,000.00 20,000.00 71,900.00 71,900.00 71,900.00 TOTAL DISTRIBUTIONS TO BENEFICIARIES 275,700.00 275.700.00 # Units PRINCIPAL BALANCE ON HAND Description Cash PNC #5004363207 PNC Bank #000031900248960 PNC Bank #5002139113 PNC Certificate of Dep #31900263474 PNC INVESTMENT #29408413 Total Cash 3 Current Value OS/25/2005 or as Noted -349.85 -573.13 1.302.47 75.000.00 -3,428.88 71.950.61 71.950.61 Fiduciary Acquisition Value -349.85 -573.13 1.302.47 75.000.00 -3,428.88 71.950.61 71.950.61 SCHEDULE F CHANGE IN INVESTMENT HOLDINGS - PRINCIPAL # Units Blackrock FDS PA Tax Free Income Port CLB 10/29/2003 OS/27/2004 204.026.2000 Inventoried -204.026.2000 Sold 0.0000 EndinQ balance as of 5/25/2005 MFS GOVT L TD MAT FUND SH BEN INT CL B 10/29/2003 OS/27/2004 656.790.3000 Inventoried -656.790.3000 Sold 0.0000 EndinQ balance as of 5/25/2005 MFS MUN SER TR PA MUN BD FD CL B 10/29/2003 1.042.364.1000 Inventoried OS/27/2004 -1.042.364.1000 Sold 0.0000 EndinQ balance as of 5/25/2005 Total 4 Cost 21.994.02 -21.994.02 0.00 53.988.16 -53.988.16 0.00 106.529.61 -106.529.61 0.00 0.00 SCHEDULE G RECEIPTS OF INCOME Dividend Blackrock FDS PA Tax Free Income Port CLB 11/03/2003 12/01/2003 01/02/2004 02/02/2004 03/01/2004 04/01/2004 05/03/2004 06/01/2004 06/03/2004 Blackrock Monev Market 11/28/2003 12/31/2003 01/30/2004 02/27/2004 03/31/2004 04/30/2004 OS/28/2004 06/02/2004 06/30/2004 07/30/2004 08/31/2004 09/29/2004 MFS GOVT L TD MAT FUND SH BEN INT CL B 11/04/2003 6 64.79 64.33 64.53 64.47 65.40 66.34 66.26 66.52 4.46 527.10 0.10 0.23 0.34 0.42 0.57 0.87 1.03 0.04 0.14 0.24 0.30 0.33 4.61 135.51 12/01/2003 01/06/2004 02/03/2004 03/02/2004 04/02/2004 05/04/2004 06/02/2004 06/02/2004 MFS MUN SER TR PA MUN BD FD CL B 11/04/2003 12/01/2003 01/06/2004 02/03/2004 03/02/2004 04/02/2004 05/04/2004 06/02/2004 06/02/2004 SCHEDULE G RECEIPTS OF INCOME Continued TOTAL DIVIDEND INCOME Interest/Bank Money Market Interest 11/20/2003 12/22/2003 01/23/2004 02/20/2004 03/24/2004 04/22/2004 7 125.16 123.69 121.79 121.27 123.65 124.46 119.35 3.98 998.86 283.07 286.80 286.80 287.32 287.10 297.56 298.46 305.60 10.29 2,343.00 3,873.57 9.62 88.82 85.12 56.90 45.57 31.90 OS/21/2004 06/23/2004 07/23/2004 08/24/2004 09/23/2004 10/22/2004 PNC Certificate of Deposit Interest 04/19/2005 4.1920 PNC Interest 11/20/2003 12/22/2003 01/23/2004 02/20/2004 03/24/2004 04/22/2004 OS/21/2004 06/23/2004 07/23/2004 1 0/22/2004 11/22/2004 01/24/2005 02/18/2005 03/22/2005 04/22/2005 10.2220 SCHEDULE G RECEIPTS OF INCOME Continued TOTAL BANK INTEREST TOTAL RECEIPTS OF INCOME 8 31.92 35.62 28.52 35.66 38.38 21.95 573.13 0.37 1.29 0.66 2.22 1.01 0.59 0.58 12.24 9.89 0.01 0.04 2.90 3.31 4.51 6.33 509.98 573.13 45.95 1.129.06 5.002.63 Date Description 09/29/2004 Bank Transfer TRANSFERS TO (FROM) INCOME Amount -444.69 -444.69 Transfers To (From) Income - 1 # Units INCOME BALANCE ON HAND Description Cash PNC #5004363207 PNC Bank #000031900248960 PNC Bank #5002139113 PNC INVESTMENT #29408413 Total Cash 7 Current Value OS/25/2005 or as Noted 349.85 573.13 206.08 3,428.88 4.557.94 4.557.94 Fiduciary Acquisition Value 349.85 573.13 206.08 3,428.88 4.557.94 4,557.94 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary OS/25/2005 Acquisition or as noted Value TO: A. Edwin Dver 1/3 Residue Distribution 25,502.85 25,502.85 TO: Norma D Otstot 1/3 Residue Distribution 25.502.85 25,502.85 TO: Richard D Dver 1/3 Residue Distribution 25,502.85 25,502.85 Total 76,508.55 8 . DOROTHY D. DYER . NORMAD~ OTSTOT . . . A EDWIN DYER....../c'. 5.MT ALLEN DRIVE, 717-7~7222"! ME~HA:~SBUit PA17055-61 02. ~;d:~~~e!.ct~Cc<;j,c.i. .. ......d\. .1 $...~1'-..~ ~~,;~~:q~04:" O Tl. ....il\.1CD^~~:V:.<... ,1'; ';..,::-.L.?::-~:'t;i_;;i;;i;+,,''''.::''.i\';: ."".... '.'.. .' -F,~I~C~:E.)MI' ~"+- ~.' --,,~ - -',,- .. ~ - -. "" """PreUiium PNC Bank,NA 040 CentralPA Plan :;~1111271al: 50a05.17ablll~~~~" 1722' Date /- ~'-o~ 60- 1273/313 04-1 CI&"k~Amf!:'ic_ DOROTHYD.DYER NORMA 0: OTSTOT A. EDWIN DYER._ , . . 5 MT ALLEN DRIVE, 717-766-7222 MECHANICSElURG; PA 17055-6102 Pay to the (t ,;-'\ ..' . 0, I .. Order of L-/()~\ J C" .D --.. ~l. --- .2ft; c-y ~ --.' .. 9--1Ax.! ,}j :~rC~~~ A...ii rz!Zie?:n. -. '." , G PNGtaA1\K >~";:~:.'"";,,;-,,, .c Premium Plan 1726 Date I-j)-of 60-1273/313 04-1 ,.:~ ,,,;...:1.'" <. ,'- ,-~. '",'_-, ,..~: ",', >':-::-:--:~-~-;"-"'::7~~~'---- Dollars t:J.. Socu<\N__ l!J ~=~. PNC Bank, NA Central P A 040 l.:-:~/tJbrJ~j' .1:J--ttev NP ~---"----~~-'-"-r--'-'-"----'-!!-"-------"-- 5 0 B 0 5 .~ 7 B b ~ III.. 7 2 b (/ II' 0 0 0 00 ~ 0 0 0 0 I" For I:O~ ~~ ~ 27381: CCi....ke~Q.. Exhibit B ~ '~~--~~Jilil='"""""""- -- . .. ,;>><~~~A-""-"""" ~_. ~~~_..-~~~~, = -. ",.~":'-ll;;l DOROTHY D. DYER NORMA D. OTSTOT A. EDWIN DYER 5 MT ALLEN DRIVE, 717-766-7222 MECHANICSBUR ,PA 17055-6102 PAY TO THE /') ') ORDE!], OF Jv-. "'//"~ . PN~:'l::UL . PNCBank, N.A. 040 Iii. Premium Central PA Plan " 1288 ///7/99 60-1273/31341 DATE $ 7 Ii !c5~ 6 ~ rat S''''''',''''"''' z;v LLARS llJ mo'"'", /' ' . ,D.taJI~o"back ffiR );2ijjf/l 'J) d{u;L ~ II- SOBO 5 ~ 78b ~II- ."0000007 *b 5." ':0:1 ~ :1 ~ 27:181: 1. 2BB 10 HARLAND 1998 ~~-~.".-~_.....-_._-"""---...,.. ...-..."..-' ~:: Ii'l G'.I(Ni..a,---- ..t&1I 1289 DOROTHY D. DYER NORMA D. OTSTOT A. EDWIN DYER 5 MT ALLEN DRIVE, 717-766-7222 DATE MECHANICSBU/}j, 1 ",7~J-,5-6:?2,' iJ ' '/ /;-: ~,. ~fRIJ!E 1"'~ /'JiVL,~ ,j7ll1/:'__#Iil)l/bWJ J)crarT&0n - PNCBANK PNC Bank, N.A. 040 @ Premium Central PA Plan It /7/19 60-1273/31341 J $ 3/'1- ,.'55 ,--- J-:5 ffi Sacurity I..tut.. incluoad. 2' ~DOLLARS f aellilillo." back_ /' ,. ffiR ~!1d-1) ~ w II_ 5080 5 ~ 78 b ~II. .1'00000 :1 *... 5 5.'. ':0:1*:1*27:181: la2Bq C HARLANO 1998 Exhibit C ~ . DOROTHY D. DYER NORMA D. OTSTOT A. EDWIN DYER 5MT ALLEN DRIVE, 717-7~7222 MECHANICS BURG, PA 17055-6102 2297 Date 1- '2 '1 - 0 :2 60-1273/313 041 Pay to the 'I. .7. .' J~t.-;-.-r- Order of ;'. 01'Y\Ii':L G-): ,ZL A'+-7 G!O~~.~ Lut1 dAU% 0~ PNCBAN< C...,/IJ:,.. 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PN,ClffiANK, . > j' d PNC Bank, NA Southcentral PA 040 MEM~-j Jh",,- y-,) J-/'--&'../' 1A Ii 1:0 11. ~ 1. 2 7 j B I: 60-1273111 313 . 5080517861 7-/3 19 1's 114 $ r.:-' L: ""7/1~ -.! ,.J D ./c-r '- nQLLAR~ Priority 00.11 :;,>:i,_-..:-,:;:~",~;;;,~, ~ ~., 60" 1273/313 04<1 ._ ~''<'~ ,.~: ~ :<~:f.> . ,;{,::.~,~,,+ff.t:" -;;.:",c_~ >,DOROTHy D..'OVER . 'NO~~~~~~~J;RTO]2W'<"'<u... .....J..L.'r 2-1).' () J . .5oMTp,.LLEN PFlIVE; it?i7~;'72Z2 }~;tli',~' .'. ,. Date -,-.. . . . ~,:"~EC'~N~~?!3tJ,,RG,P~.' 170~~~~,~~~, ... '!:'~;i~'J:~,.,:'::: . '- ~:~:~'it01;>~. .~....+...:,.,>.:..r;".',"",'1.~;'C1C../I..~;~f~_~:+.... HZ~ r /; l.;t _d.~,. d ,,':!}>'Jg''''' ,.' ,. ........ . ....'>'.i:.. '. .... ",}>i'$', ,. '0= PN: C'BAN< --:;;:.-",.., ,-', ....... ;j;"..:e:::::.;'-', ,~..1'._:':..;~:=..:-._.'.""1:{..::' . r=f@ 1:;tf~;i@;{2'~~:~;~~~~~-$~'~:;}:-: '. ~ ~<, . " . :,;\ ,~,.<~.;. .. -,-;",>;" Premium PNC Bank, N.A 040 Centrarp A Plan .~. :;~ .::~: ~~~:L 50805: 78 b .~1,000;", v Ce"rlce>"lmer"k:AI1 Exhibit E ..... ~ vi - - ,:" ,.' ~ ". ,~""';.:;:- : -~' '":-,_,:";- '.' -.r..:,... . -",::; -,~:~~ :~'.?:"",,~. J#.j 1; t ,Sb, ...:;: .. \J. .. . Thursday, August 18, 2005 Dorothy Dyer.qdfm - Checking Page: 1 Category Detail Report: 1 6/23/95 through 5/12/03 Date Num Payee Memo Category C I r Amount 6/28/95 105 Cash ctl -200.00 9/9/95 149 Cash ctl -200.00 9/27/95 154 Cash ctl -100.00 10/10/95 168 Cash ctl -100.00 12/8/95 191 Cash ctl -300.00 12/22/95 197 Cash ctl -200.00 1/23/96 215 Cash ctl -100.00 2/2/96 224 Cash ctl -100.00 2/16/96 233 Cash ctl -100.00 2/16/96 239 Cash ctl -200.00 3/9/96 247 Cash ctl -100.00 3/15/96 252 Cash ctl -100.00 3/23/96 257 Cash ctl -150.00 4/2/96 260 Cash ctl -150.00 4/10/96 290 Cash ctl -200.00 4/13/96 269 Cash ctJ -100.00 4/19/96 272 Cash ctJ -150.00 4/26/96 280 Cash ctJ -100.00 5/4/96 286 Cash ctl -100.00 5/16/96 292 Cash ctl -200.00 5/25/96 297 Cash ctl -150.00 6/3/96 305 Cash ctl -200.00 6/10/96 307 Cash ctl -200.00 6/19/96 3 1 2 Cash ctl -100.00 6/27/96 3 1 9 Cash ctl -200.00 7/8/96 324 Cash ctl -150.00 7/15/96 327 Cash ctl -150.00 7/29/96 341 Cash ctl -200.00 8/8/96 347 Cash ctl -200.00 8/17/96 3 5 7 Cash ctl -200.00 8/26/96 362 Cash ctl -150.00 8/31/96 365 Cash ctJ -150.00 9/10/96 373 Cash ctJ -150.00 9/26/96 384 Cash ctJ -200.00 9/30/96 389 Cash ct:l -200.00 10/7/96 391 Cash ctl -200.00 10/17/96 403 Cash ctl -200.00 10/26/96 405 Cash ct:l -200.00 11/7/96 4 1 5 Cash ctl -200.00 11/22/96 420 Cash ctl -1 50.00 11/25/96 421 Cash ctl -100.00 12/2/96 426 Cash ctl -100.00 12/7/96 430 Cash ctl -200.00 Exhibit F .,. . Thursday, August 18, 2005 Dorothy Dyer.qdfm - Checking Page: 2 Category Detail Report: 1 6/23/95 through 5/12/03 Date Num Payee Memo Category C I r Amount 12/13/96 435 Cash cti -400.00 1/15/97 454 Cash cti -200.00 1/29/97 460 Cash cti -200.00 2/5/97 468 Cash cti -150.00 2/25/97 479 Cash cti -200.00 3/4/97 482 Cash cti -150.00 3/10/97 486 Cash cti -150.00 3/24/97 495 Cash cti -150.00 3/29/97 499 Cash cti -100.00 4/3/97 505 Cash cti -150.00 4/24/97 524 Cash cti -100.00 4/30/97 531 Cash cti -150.00 5/7/97 537 Cash cti -150.00 5/14/97 543 Cash cti -150.00 5/28/97 550 Cash cti -150.00 6/4/97 559 Cash cti -150.00 6/11/97 568 Cash cti -150.00 6/23/97 574 Cash cti -150.00 6/30/97 580 Cash cti -150.00 7/8/97 584 Cash cti -100.00 7/16/97 586 Cash cti -150.00 7/23/97 592 Cash cti -150.00 7/29/97 596 Cash cti -150.00 8/8/97 606 Cash cti -150.00 8/13/97 613 Cash cti -150.00 8/20/97 618 Cash cti -150.00 8/27/97 623 Cash cti -150.00 9/2/97 629 Cash cti -100.00 9/5/97 631 Cash cti -50.00 9/13/97 642 Cash cti -100.00 9/17/97 645 Cash cti -100.00 9/18/97 646 Cash cti --50.00 9/24/97 651 Cash cti R -100.00 9/30/97 653 Cash cti -100.00 10/2/97 659 Cash cti -50.00 10/8/97 663 Cash d:I -150.00 10/15/97 673 Cash cti -150.00 10/28/97 677 Cash cti -150.00 11/4/97 685 Cash cti -125.00 11/13/97 693 Cash cti -150.00 11/16/97 701 Cash cti -150.00 11/26/97 703 Cash cti -150.00 12/3/97 706 Cash cti -150.00 12/10/97 716 Cash d:I -150.00 ; Thursday, August 18, 2005 Dorothy Dyer.qdfm - Checking Page: 3 Category Detail Report: 1 6/23/95 through 5/12/03 Date Num Payee Memo Category C I r Amount 12/17/97 717 Cash d.i -150.00 12/18/97 721 Cash d.i -100.00 12/20/97 722 Cash d.i -100.00 12/23/97 726 Cash d.i -100.00 1/2/98 738 Cash d.i -100.00 1/6/98 744 Cash d.i -100.00 1/16/98 751 Cash d:l -100.00 1/21/98 756 Cash d:l -100.00 2/2/98 766 Cash d:l -100.00 2/9/98 772 Cash d:l -100.00 2/21/98 781 Cash d:l -150.00 3/2/98 784 Cash ctl -150.00 3/9/98 787 Cash d.i -150.00 3/11/98 790 Cash d.i -100.00 4/10/98 820 Cash d.i -100.00 4/14/98 830 Cash d.i -150.00 4/24/98 833 Cash d.i -150.00 4/30/98 840 Cash d.i -100.00 5/5/98 846 Cash ctl -150.00 5/11/98 853 Cash d.i -150.00 5/18/98 859 Cash d.i -150.00 6/3/98 873 Cash d::l -150.00 6/12/98 880 Cash d:l -1 50.00 6/20/98 883 Cash d:l -100.00 6/25/98 886 Cash d:l -100.00 7/2/98 893 Cash d.i -100.00 7/9/98 897 Cash d:l -150.00 7/15/98 904 Cash d:l -100.00 7/21/98 908 Cash d:l -150.00 7/30/98 916 Cash d:l -150.00 8/6/98 923 Cash d.i -100.00 8/12/98 935 Cash d:l -150.00 8/20/98 941 Cash d:l -150.00 8/28/98 948 Cash d.i -150.00 9/2/98 955 Cash ctl -100.00 9/11/98 962 Cash ctl -150.00 9/17/98 971 Cash ctl -100.00 9/22/98 973 Cash ctl -100.00 9/28/98 979 Cash ctl -150.00 10/7/98 982 Cash d:l -150.00 10/13/98 986 Cash d.i -100.00 10/19/98 989 Cash ctl -100.00 10/23/98 994 Cash d.i -150.00 10/24/98 1024 Cash ctl -100.00 Thursday, August 18, 2005 Dorothy Dyer.qdfm - Checking Page: 4 Category Detail Report: 1 6/23/95 through 5/12/03 Date Num Payee Memo Category C I r Amount 10/27/98 1027 Cash dl -150.00 11/2/98 1005 Cash dl -150.00 11/12/98 1015 Cash dl -150.00 11/18/98 1021 Cash dl -100.00 12/2/98 1032 Cash dl -150.00 12/7/98 1034 Cash dl -200.00 1/4/99 1043 Cash dl -100.00 10/22/99 1280 Cash dl -100.00 12/28/00 1712 Cash dl -100.00 1/5/01 1722 Cash dl -100.00 1/12/01 1726 Cash dl -100.00 1/25/01 1740 Cash dl -100.00 2/1/01 1746 Cash dl -50.00 2/23/01 1763 Cash dl -100.00 3/25/01 1798 Cash dl -100.00 4/6/01 1803 Cash dl -100.00 5/21/01 1855 Cash dl -100.00 6/7/01 1874 Cash dl -50.00 6/23/01 1894 Cash dl -100.00 7/9/01 1901 Cash dl -100.00 7/30/01 1917 Cash dl -100.00 8/18/01 1932 Cash dl -50.00 8/23/01 1949 Cash dl -50.00 8/31/01 1958 Cash dl -50.00 9/10/01 1963 Cash dl -50.00 9/17/01 1969 Cash dl -50.00 9/24/01 1979 Cash dl -50.00 9/28/01 1985 Cash dl -100.00 10/5/01 1989 Cash dl -100.00 10/22/01 2006 Cash dl -100.00 10/26/01 2009 Cash dl -100.00 11/8/01 2024 Cash dl -100.00 12/16/01 2051 Cash dl -50.00 1/28/02 2084 Cash dl -100.00 2/4/02 2090 Cash dd medicines justin & cash D. -100.00 2/19/02 2098 Cash dl -100.00 3/1/02 2109 Cash d:l -100.00 3/8/02 2115 Cash dl -50.00 4/10/02 2146 Cash dl -100.00 4/23/02 2155 Cash dl -120.00 5/1/02 2168 Cash dl -150.00 5/6/02 2172 Cash dl -200.00 5/23/02 2189 Cash dl -100.00 5/25/02 2191 Cash dl -100.00 Thursday, August 18, 2005 Dorothy Dyer.qdfm - Checking Page: 5 Category Detail Report: 1 6/23/95 through 5/12/03 Date Num Payee Memo Category C I r Amount 5/30/02 2197 Cash d:i -100.00 6/6/02 2207 Cash d:i -100.00 6/14/02 2216 Cash d:i -100.00 6/24/02 2224 Cash d:i -200.00 7/5/02 2233 Cash d:i -100.00 7/12/02 2238 Cash d:i -100.00 7/23/02 2250 Cash d:i -100.00 7/27/02 2260 Cash d:i -140.00 8/7/02 2270 Cash d:i -100.00 8/11/02 2275 Cash d:i -200.00 8/23/02 2284 Cash d:i -100.00 9/3/02 2301 Cash d:i -200.00 9/20/02 2320 Cash d:i -150.00 9/29/02 2331 Cash d:i -200.00 10/7/02 2336 Cash d:i -100.00 10/26/02 2356 Cash d:i -200.00 11/8/02 2368 Cash d:i -100.00 11/12/02 2372 Cash d:i -100.00 11/22/02 2384 Cash d:i -100.00 11/29/02 2389 Cash d:i -150.00 12/13/02 2403 Cash d:i -200.00 1/6/03 2426 Cash d:i -100.00 1/15/03 2436 Cash d:i -200.00 1/27/03 2446 Cash d:i -200.00 3/3/03 2514 Cash d:i -200.00 3/18/03 2536 Cash d:i -200.00 4/4/03 2551 Cash no heating pad -30.00 4/8/03 2556 Cash 00 -5.00 Total Cash -26,770.00 .r 4 Thursday, August 18, 2005 Dorothy Dyer.qdfm - Checking Page: 1 Category Detail Report: 2 6/23/95 through 5/12/03 Date Num Payee Memo Category C I r Amount 12/22/95 200 Norma Otstot dj -100.00 12/29/95 207 Norma Otstot dj -84.00 3/18/97 493 Norma Otstot dj -75.00 4/2/97 504 Norma Otstot dj -135.00 6/23/97 575 Norma Otstot dj supplies -105.00 12/18/97 720 Norma Otstot -1 80.00 1/16/98 755 Norma Otstot snow removal -105.00 3/23/98 804 Norma Otstot -200.00 5/18/98 857 Norma Otstot -68.00 7/16/98 905 Norma Otstot -65.50 10/26/98 1040 Norma Otstot -241.00 11/3/98 1008 Norma Otstot -106.50 11/15/99 1274 Norma Otstot dd kids gifts, clothing, grodes -250.00 12/6/00 1692 Norma Otstot -114.00 12/20/00 1707 Norma Otstot -100.00 1/5/01 1721 Norma Otstot -120.00 1/25/01 1739 Norma Otstot dd vet supplies -222.00 3/13/01 1775 Norma Otstot dj Gifts Given -50.00 3/21/01 1789 Norma Otstot dj -100.00 3/22/01 1791 Norma Otstot dj gas, supplies -40.00 3/22/01 1792 Norma Otstot dd H&R Block -181.00 5/14/01 1847 Norma Otstot dj supplies -135.00 5/30/01 1863 Norma Otstot dj supplies -156.00 7/10/01 1904 Norma Otstot dj -105.00 8/6/01 1924 Norma Otstot dj supplies -103.00 9/19/01 1975 Norma Otstot dj supplies -86.00 10/31/01 2017 Norma Otstot dd car repair supplies -417.00 12/16/01 2050 Norma Otstot dj supplies -314.00 1/18/02 2075 Norma Otstot -107.00 1/31/02 2087 Norma Otstot dj supplies -151.00 3/13/02 2127 Norma Otstot dj supplies -100.00 3/14/02 2129 Norma Otstot dj supplies -55.00 4/5/02 2141 Norma Otstot dj supplies -159.35 5/3/02 2170 Norma Otstot dj -118.00 5/8/02 2175 Norma Otstot dj -1,180.00 5/16/02 2186 Norma Otstot dj supplies -304.00 6/21/02 2223 Norma Otstot dj supplies -85.00 7/12/02 2241 Norma Otstot supplies -104.00 8/23/02 2290 Norma Otstot dj -122.00 8/29/02 2297 Norma Otstot dj -1,100.00 9/18/02 2318 Norma Otstot dj -200.00 10/31/02 2360 Norma Otstot dj -1,000.00 11/29/02 2388 Norma Otstot dj -1,000.00 4" 4 Thw-sqay, August 18, 2005 Dorothy Dyer.qdfm - Checking Page: 2 Category Detail Report: 2 6/23/95 through 5/12/03 Date Num Payee Memo Category C I r Amount 12/24/02 2417 Norma Otstot ctI -200.00 3/13/03 2527 Norma Otstot ctI birthday -200.00 5/8/03 2578 Norma Otstot no -69.93 Total Norma Otstot -10,213.28 IN RE: FIRST AND FINAL ACCOUNT OF : IN THE COURT OF COMMON PLEAS OF NORMA D. OTSTOT, EXECUTRIX OF THE: CUMBERLAND COUNTY, PENNSYLVANIA THE ESTATE OF DOROTHY D. DYER : No. 21-2003-0824 : ORPHANS COURT DIVISION CERTIFICATE OF SERVICE I, William E. Miller, Jr., Esquire, attorney for Objector, A. Edwin Dyer, hereby certifY that I caused a true and correct copy of the foregoing A. Edwin Dyer's Objections to the First and Final Account of the Executrix of the Estate of His Mother, Dorothy D. Dyer, and Petition for Appointment of an Auditor, to be served upon the attorney, Diane G. Radcliff, Esquire, for the Estate and its Executrix, Norma D. Otstot, by first class mail, postage prepaid, on the date set forth below, at the address indicated: Diane G. Radcliff, Esquire 3448 Trindle Road Camp Hill, PA 17011 ~~ William E. Miller, Jr., Esquire Attorney for Objector Dated: 19 August 2005 I"-.ll . Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS . No. )1-D3-~~+ Estate of Dorothv D. Dyer also known as , Deceased Social Security No. 207-07-7642 Petitioner, Norma D. Otstot , who is 18 years of age older apply(ies) for: (COMPLETE "A' OR "B" BELOW:) [,f] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the executrix named in the last Will of the Decedent dated August 15, 1995 (State relevant circumstances, e.g. renunciation, death of executor, etc.) Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after the execution of the documents offered for probate, eas not the victim of a killing and was never adjudicated incompetent: [ ] B. Grant of Letters of Administration (d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family home or principal residence at 5 Mt. Allen Drive, Mechanicsburg, Upper Allen Township, Pennsylvania 17055 (List street, number and municipality) Decedent, then ~ years of age, died September 26, 2003 , at Messiah Village, Mechanicsburg, Pennsvlvania. (Location) Decedent at death owned property with estimated values as follows: (If domiciled in P A) All Personal property $ 250,000.00 (If not domiciled in P A) Personal property in Pennsylvania $ (If not domiciled in P A) Personal property in County $ Value of Real Estate in Pennsylvania $ 170,000.00 situated as follows: 5 Mt. Allen Drive, Mechanicsburg, Pennsylvania Wherefore, petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this petition and the grant of letters in the appropriate form to the undersigned: signature typed or printed name and address 1I~7/~ Norma D. Otstot 2 - C Round Ridge Road, Mechanisburg, P A 17055 Il-((,H -3 COMMONWEALTH OF PENNSYLVANIA '* BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. Z80601 INHERITANCE TAX HARRISBURG, PA 171Z8-0601 STATEMENT OF ACCOUNT REV-IU7 EX AFP 101-05' DATE 06-07-2004 ESTATE OF DYER DOROTHY D DATE OF DEATH 09-26-2003 FILE NUMBER 21 03-0824 COU"TY CUMBERLAND DIANE G RADCLIFF ATTY , J_i"-. - ACN 101 3448 TRINDLE RD I Allount Rellitted I CAMP HILL PA 17001 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=i61fj-EX--AFP--foY:oiY------...-iNHERiYANC'E-TAX--STAfE~iE-NT-1fF-ACCouiif--.i.---------------- -- - -- ESTATE OF DYER DOROTHY D FILE NO.21 03-0824 ACN 101 DATE 06-07-2004 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-17-2004 PR I NC I PAL TAX DU E : ........................................................................................................................................................................................................................... 15,413.18 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-19-2003 CD003352 710.66 26,035.93 05-20-2004 REFUND .00 11,393.41- TOTAL TAX CREDIT 15,413.18 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 It SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) ~<... -- .. . I ~ Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division No. 21-03-0824 Estate of Dorothy D Dyer, Deceased -------'-- ----'_._--~ First and Final Account Norma D Otstot, Executrix Date of Death: 09/26/2003 Date of Executor's Appointment 10/10/2003 Date of First Advertisement of Letters: 10/25/2003 * Accounting for the Period: 09/26/2003 to 07/08/2005 Purpose of Account: Norma D Otstot, Executrix, offers this account to acquaint interested parties with the transactions that have occurred during this administration. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Diane G Radcliff, Esquire '" (") = Co = :::tJ <.n :J:J f'Tl Attorney Identification No. 32112 S::o C- :1-10 CO:u c::: <:,') C) ::'::c (") .::Jer- r- c';::; -:.;:) :-- m - I c:.-:J 3448 Trindle Road h.. .c=;::o .s:- "-"lrT"l ~:::: en ^ (-j C;:':J Camp Hill, PA 17011 .JOO bo C~) --)0'- .'1"1 ,. ,., :)C ::J: .... :0 <:!' c5 ::.'.:J-t r... (717) 737-0100 ,."" w .... r.='J -.J Tl GROSS ESTATE 419,050.40 (Principal Receipts + Income Receipts) * Cumberland County Law Journal: 10/31/2003; 11/7/2003; 11/14/2003 The Sentinel: 10/25/2003; 11/1/2003; 11/08/2003 - ( , . > SUMMARY OF ACCOUNT Estate of Dorothy 0 Dyer, Deceased For the period of September 26. 2003 throuoh Julv 8. 2005 Fiduciary Current Acquisition Paoe Value Value Proposed Distributions to Beneficiaries 10 75,469.55 75,469.55 PRINCIPAL Receipts: This Account 1 413,856.77 Net Gain (or Loss) on Sales 2 or Other Dispositions -4,089.74 409,767.03 Less Disbursements: Debts of Decedent 3 154.54 Funeral Expenses 2 864.94 Administration Expenses 2 3,208.94 Federal and State Taxes 2 27,218.35 Commissions 2 20,199.84 Fees 2 12,134.50 Family Exemption 0.00 63,781.11 Balance Before Distributions 345,985.92 Transfer to (from) Principal 0.00 Distributions to Beneficiaries 4 275,700.00 Principal Balance on Hand 5 70,285.92 For Information: Investments Made Changes in Investment Holdings 6 INCOME Receipts This Account 7 5,193.63 Net Gain (or Loss) on Sales 0.00 or Other Dispositions 5,193.63 Less Disbursements 8 10.00 Balance Before Distributions 5,183.63 Transfer to (from) Income 0.00 Distributions to Beneficiaries 0.00 Income Balance on Hand 9 5,183.63 For Information: Investments Made Changes in Investment HOldings COMBINED BALANCE ON HAND 75,469.55 - , , " , SCHEDULE A RECEIPTS OF PRINCIPAL Fiduciary Acquisition Value Cash 02/04/2004 Coins in Safe 39.10 12/29/2004 Commonwealth of Pennsylvania - Eminent 28.577.06 Domain Taking Proceeds 06/15/2004 Inheritance Tax - Refund 11,393.41 09/26/2003 M & T Bank - Savings Account 25,620.17 09/26/2003 M & T Bank - Certificate of Deposit 7.526.81 03/09/2004 Miscellaneous Refund 40.90 10/20/2004 PA Department of Revenue - Refund of quarterly 50.00 tax deposit 11/29/2003 Refund - Comcast 29.21 12/05/2003 Refund - Auto Insurance 40.05 12/05/2003 Refund - Highmark Blue Shield 262.37 12/22/2003 Refund - Waste Management 13.73 04/08/2004 Refund - Check Order 21.20 73,614.01 Personal Property 10/28/2003 1995 Geo Automobile 4,900.00 09/26/2003 Auction Proceeds 1,354.55 11/07/2003 Stamp Collection - Tom Seltzer 70.00 6,324.55 Stocks I Listed 02/24/2004 share Agree Systems 68.35 68.35 Bonds 10/29/2003 204,026.2000 Blackrock FDS PA Tax Free Income Port CLB 21,994.02 10/29/2003 656,790.3000 MFS GOVT L TD MAT FUND SH BEN INT CL B 53,988.16 10/29/2003 1.042.364.1000 MFS MUN SER TR PA MUN BD FD CL B 106.529.61 182,511.79 1 ~ < . . , SCHEDULE A RECEIPTS OF PRINCIPAL Continued Fiduciary Acquisition Value Real Estate 11/21/2003 Proceeds - Sale of House - 5 Mt. Allen Drive 151,338.07 Mechanicsburg, PA 17055 151.338.07 Total Receipts of Principal 413,856.77 2 . , , , SCHEDULE C DISBURSEMENTS OF PRINCIPAL Debts of Decedent 10/19/2003 PP&L - Electric Bill 69.07 10/30/2003 Comcast Cable - cable bill 62.47 03/10/2004 Pa Department of Revenue - Final PA 40 23.00 Total Debts of Decedent 154.54 Funeral Expenses 10/19/2003 Neill Funeral Home 864.94 Total Funeral Expenses 864.94 Miscellaneous Administration Expenses 10/19/2003 Allstate Insurance Company - Homeowners 57.85 Insurance 10/19/2003 Waste Management - Trash bill 35.39 10/19/2003 Upper Allen Township - Sewer 100.00 10/19/2003 Norma Otstot - Reimbursement for cost of sale of 364.88 house, car cleaning, memorial lunch 10/22/2003 Bud Westover - Lawn maintenance 100.00 10/23/2003 Estate checks 27.60 10/30/2003 United Water - Water bill 22.14 11/03/2003 Winding Hill Veterinary Clinic - Veterinary 102.40 services for decedent's dog Maggie 11/07/2003 Diane G. Radcliff, Esquire - Probate Expenses 452.00 392.00 - Probate fee 60.00 Advertisement 11/07/2003 Sears - Tires for car 214.86 2 ------ . . , , SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 11/07/2003 PP&L - Electric Bill 41.02 11/18/2003 Verizon - Telephone bill 7.69 11/21/2003 Comcast - Cable bill 11.95 11/29/2003 PP&L - Electric bill 25.46 11/29/2003 AT&T - Final Bill 5.81 11/29/2003 United Water - Final water bill 6.75 12/03/2003 Allstate Insurance - Homeowners 28.80 12/05/2003 Diane G. Radcliff - Legal Advertisement 150.53 01/22/2004 Comcast - Cable bill 29.21 03/01/2004 Diane G. Radcliff - (deed copy) 10.00 03/08/2004 H & R Block - Final Tax Return Preparation 132.00 03/11/2004 Diane G. Radcliff - Filing Fee - Inheritance Tax 25.00 Return and Inventory 04/08/2004 Estate Checks 27.60 07/08/2005 Register of Wills - Filing Fee and Advertising 330.00 Costs for First and Final Account 07/08/2005 Reserve - Diane G. Radcliff, Esq. reserve for 900.00 additional audit expenses. Reserve to be divided equally between 3 beneficiaries to the extent reserve not expended Total Miscellaneous Administrative Expenses 3.208.94 Taxes 12/17/2003 Inheritance Tax - Prepayment 26,035.93 01/10/2005 Register of Wills -Inheritance tax on eminent 1,182.42 domain settlement Total Taxes 27,218.35 3 I . , , SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Commissions 03/10/2004 Norma Otstot - Executrix Fee 18,770.84 01/10/2005 Norma D. Otstot - Additional Executrix Fee based 1,429.00 on supplemental inheritance tax return Total Commissions 20,199.84 Fees 03/09/2004 Diane G. Radcliff - Attorney's Fees 11,262.50 01/10/2005 Diane G. Radcliff - Additional attorney's fees 872.00 based on supplemental inheritance tax return Total Fees 12,134.50 TOTAL DISBURSEMENTS OF PRINCIPAL 63,781.11 4 . , , SCHEDULE D DISTRIBUTIONS OF PRINCIPAL 02/05/2004 Partial Distribution - Richard Dyer 20,000.00 02/05/2004 Partial Distribution - A. Edwin Dyer 20.000.00 02105/2004 Partial Distribution - Norma Otstot 20,000.00 06/21/2004 Partial Distribution - Richard Dyer 71,900.00 06/21/2004 Partial Distribution - A. Edwin Dyer 71.900.00 06/21/2004 Partial Distribution - Norma Otstot 71,900.00 275,700.00 TOTAL DISTRIBUTIONS TO BENEFICIARIES 275.700.00 , , , PRINCIPAL BALANCE ON HAND Current Value Fiduciary 07/08/2005 Acquisition # Units Description or as Noted Value Cash PNC Bank #5002139113 278.55 278.55 PNC Certificate of Dep #31900263474 70.007.37 70.007.37 Total Cash 70,285.92 70,285.92 70.285.92 70.285.92 3 . , . SCHEDULE F CHANGE IN INVESTMENT HOLDINGS - PRINCIPAL # Units Cost Blackrock FDS PA Tax Free Income Port CLB 10/29/2003 204,026.2000 Inventoried 21,994.02 OS/27/2004 -204.026.2000 Sold -21.994.02 0.0000 Ending balance as of 7/8/2005 0.00 MFS GOVT L TD MAT FUND SH BEN INT CL B 10/29/2003 656,790.3000 Inventoried 53,988.16 OS/27/2004 -656,790.3000 Sold -53,988.16 0.0000 Ending balance as of 7/8/2005 0.00 MFS MUN SER TR PA MUN BD FD CL B 10/29/2003 1,042,364.1000 Inventoried 106,529.61 OS/27/2004 -1,042,364.1000 Sold -106,529.61 0.0000 Ending balance as of 7/8/2005 0.00 Total 0.00 4 , . SCHEDULE G RECEIPTS OF INCOME Dividend Blackrock FDS PA Tax Free Income Port CLB 11/03/2003 64.79 12/01/2003 64.33 01/02/2004 64.53 02/02/2004 64.47 03/01/2004 65.40 04/01/2004 66.34 05/03/2004 66.26 06/01/2004 66.52 06/03/2004 4.46 527.10 Blackrock Monev Market 11/28/2003 0.10 12/31/2003 0.23 01/30/2004 0.34 02/27/2004 0.42 03/31/2004 0.57 04/30/2004 0.87 OS/28/2004 1.03 06/02/2004 0.04 06/30/2004 0.14 07/30/2004 0.24 08/31/2004 0.30 09/29/2004 0.33 4.61 MFS GOVT L TO MAT FUND SH BEN INT CL B 11/04/2003 135.51 6 , . SCHEDULE G RECEIPTS OF INCOME Continued 12/01/2003 125.16 01/06/2004 123.69 02/03/2004 121.79 03/02/2004 121.27 04/02/2004 123.65 05/04/2004 124.46 06/02/2004 119.35 06/02/2004 3.98 998.86 MFS MUN SER TR PA MUN BD FD CL B 11/04/2003 283.07 12/01/2003 286.80 01/06/2004 286.80 02/03/2004 287.32 03/02/2004 287.10 04/02/2004 297.56 05/04/2004 298.46 06/02/2004 305.60 06/02/2004 10.29 2,343.00 TOTAL DIVIDEND INCOME 3,873.57 Interest/Bank Monev Market Interest 11/20/2003 9.62 12/22/2003 88.82 01/23/2004 85.12 02/20/2004 56.90 03/24/2004 45.57 04/22/2004 31.90 7 , . , SCHEDULE G RECEIPTS OF INCOME Continued OS/21/2004 31.92 06/23/2004 35.62 07/23/2004 28.52 08/24/2004 35.66 09/23/2004 38.38 10/22/2004 21.95 509.98 PNC Certificate of Deposit Interest 04/18/2005 573.13 06/22/2005 C.D. No. 1900263474 interest from 5/19/2005- 174.65 6/22/2005 747.78 PNC Interest 11/20/2003 0.37 12/22/2003 1.29 01/23/2004 0.66 02/20/2004 2.22 03/24/2004 1.01 04/22/2004 0.59 OS/21/2004 0.58 06/23/2004 12.24 07/23/2004 9.89 10/22/2004 0.01 11/22/2004 0.04 01/24/2005 2.90 02/18/2005 3.31 03/22/2005 4.51 04/22/2005 6.33 OS/23/2005 16.35 62.30 8 . , SCHEDULE G RECEIPTS OF INCOME Continued TOTAL BANK INTEREST 1.320.06 TOTAL RECEIPTS OF INCOME 5,193.63 9 . . , SCHEDULE I DISBURSEMENTS - INCOME 02/16/2004 PA Department of Revenue - PA 41 (Fiduciary 10.00 Tax) TOTAL DISBURSEMENTS OF INCOME 10.00 . INCOME BALANCE ON HAND Current Value Fiduciary 07/08/2005 Acquisition # Units Description or as Noted Value Cash PNC Bank #5002139113 16.35 16.35 PNC Certificate of Dep #31900263474 5.167.28 5,167.28 Total Cash 5,183.63 5,183.63 5.183.63 5,183.63 7 , . PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary 07/08/2005 Acquisition or as noted Value TO: A. Edwin Dver 1/3 Residue Distribution 25,156.52 25,156.52 25.156.52 25.156.52 TO: Norma D Otstot 1/3 Residue Distribution 25,156.52 25,156.52 25,156.52 25,156.52 TO: Richard D Dver 1/3 Residue Distribution 25,156.51 25,156.51 25,156.51 25,156.51 Total 75,469.55 75.469.55 8 . Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division No. 21-03-0824 ------..- .__._---,~ ---.--..---.-. Estate of Dorothy D Dyer, Deceased ----- Affidavit Norma D Otstot, Executrix, under the Last Will and Testament of Estate of Dorothy D Dyer, Deceased, hereby declares under oath that he/she has fully and faithfully discharged the duties of his/her office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to his/her knowledge, there are no claims now outstanding against the estate; that all taxes presently due from the estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this estate. 7J #i)1~1-- JJ. tDtatoi. C~~ Subscribed and sworn to before me this S. fi1 day of '7dL/.~ ,200';-- . I 4C.tia--r.P/D v(/ 4Hz~ Notary Public COMMONWEALTH OF PENNSYLVANIA Notarial Seal Deborah L. Donley, Nolary Public Camp Hill Bom, Cumberland County My Commission Expires Sepl23, 2001 Member. Pennsylvania Assoclatlon Of Notaries --- . EXHIBIT "A" INVENTORY . Register of Wills, Cumberland County, Pennsylvania INVENTORY Estate of Dorothy~Dyer No. _ 21,03-0824 .- also known as Date of Death ~26/2003 --"------- , Deceased Social Security No. 207 -07 -7642 Cash Coins in Safe 39.10 Commonwealth of Pennsylvania - Eminent Domain Taking Proceeds 28.577.06 Inheritance Tax - Refund 11,393.41 M & T Bank - Savings Account 25.620.17 M & T Bank - Certificate of Deposit 7,526.81 Miscellaneous Refund 40.90 PA Department of Revenue - Refund of quarterly tax deposit 50.00 Refund - Auto Insurance 40.05 Refund - Comcast 29.21 Refund - Highmark Blue Shield 262.37 Refund - Waste Management 13.73 Refund - Check Order 21.20 Total Cash 73.614.01 Personal Property 1995 Geo Automobile 4,900.00 Auction Proceeds 1,354.55 Stamp Collection - Tom Seltzer 70.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate 413.856.77 , Register of Wills, Cumberland County, Pennsylvania INVENTORY Estate of _Dorothy D Dye~. No. 21-03-0824 --- - also known as Date of Death _9/26/20QL.__ ----------~-~---,oeceased Social Security No. 207 -07 -7642 Total Personal Property 6.324.55 Stock I Listed share Agree Systems 68.35 Total Stock I Listed 68.35 Bond 204,026.2000 Blackrock FDS PA Tax Free Income Port CLB 21,994.02 656,790.3000 MFS GOVT L TD MAT FUND SH BEN INT CL B 53,988.16 1.042.364.1000 MFS MUN SER TR PA MUN BD FD CL B 106.529.61 Total Bond 182.511.79 Real Estate Proceeds - Sale of House - 5 Mt. Allen Drive 151,338.07 Mechanicsburg, PA 17055 Total Real Estate 151,338.07 2 COH:r'-IO~TI~EiU"TE LAND TITLE INSURANCE COMPANY U S. Department of Housing and Urban Develo~ OMB NO. 2502- ., Se~~lement Statement Title Insurance No.D427714CP " T\T',= c."!'. Loan 1 I Ji7P'-,-\ , I j ?'P.W. 3. [X] Ccmv. Unins. 1 6.File Numbe:::- 17. Loan Number 18 t'-1CrtYJge Insurance Case No. -~~~----=----.L_ jConv I il~; _l ---.J 80366S "---- N,::;.t.:, Thi,' fen:l is furnisheJ to g:cve YOll a sLltcr,ler,t of actual settlement costs f\.i~OUnts paid t.~) an~~ by the 5,:,ttlement agen: " ~--; c"'" Tt'c.'iT:~" Ilbl-keJ "(p c 0)" were paid outside the cl _'S1;1<]; they are shown ht'T,' for infor:natio:lal pUrr-oses a;ld arc not ir;;:lllded li t-~-':--2.~_E~--,- __._____~____~__.________________._______ ___________________________ [', :.L::,m( ,In,' Addres3 or Borrower Ire.Name and 1\cLln:s" of Sc'ller I r NCl~l(~ and Addres~; 0:: Lender J{j':::lcL-j v..' SLoner and Denise C. Stor~e.::- I Nonlld 0 Ctstor, E:':f'Cutrix of the Estate 1 Tile first St.ate Eank 1 cf DorotJJY D. Dyel- I 660 Centr~l Avenue I I [;arboursville, WV 2';;504 I I I I l I G. rl__0pCl..l~y Location I H.Settlement Agent , ~1G,jnt Allen Drive I COMMON1--1['i\LTIl Ll\ND TITLE Il'!S[J~ANCE COMPANY l'-Iechd!1 i c,~burg, FA 17055 I FIacco of SettlE-;mefl' II.Settlement DatE-~ I 17 S MflRKET SQTJME 1 I HP.RRISBUlIG, PI\, 17101 1 November 21, 20U Q.1:.)_T~,:r All~l. Township, Cumberland. Count_v, PA ~i.:1d,::J.K Trivf'~~__"__~L- J SUMMJ:.RY Of BORRO\>1ER' S TRANSACTION I K. SU~l~RY OF SELLER'S TRANSACTION lon GROSS AMOillIT DUE FROM BORROWER. I 400. GROSS AMOUNT DUE TO SEL~,ER 10:.ConLract ~ules price 153000.00 I 401.Contract sales price 153000 102.Perscnal property I 402.Personal property 103.Settlement charges to borrower (line 1400) 4129.88 I 403. ~-- I i\r:l-iu'lrments for items paid bv seller In advance I AdlUstments for items paid hv seller i.n advilnce 106 City/town ta;u:s 11/21/03 to 12/31/03 31.41 1 4GG.City/town taxes 11/21/03 to 12/31/0] Joj 107.Co~nty ta;(~s to I 407.County taxes to 108 .SCI100L TP.X 11/21/03 to 06/30/01 927.83 I 408 . SCHOOL TAX 11/21/0] to 06/30/04 927 1~9.Sewe~/Re[use 11/21/03 to 12/31/03 10 83 I 40':J . Sewer /r~ef\Jse 11/21/03 to 12/31/03 10 I ::'20. GROSS AMOUNT DUE I 420. GROSS AMOUNT DUE FROM BORROWER 158102.9'0 I TO SELLER 153973 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER 500. REDUCTIONS IN &~OUNT DUE TO SELLER 201.D'OcpG'sit of earnest money 1000.00 1 501.Excess Deposit (see instructions) 202. Prinr::ipal amount of new loan(s) 122400.00 I 502.Settlement charges to seller (line 1400) 1635 ~'C):1 . E;. istitl':l loan (s) I 503.Existing loan(s) 2r)(j. I 506 Deposit or earne~t money with selle" 1000 ---------. _I --~- .._--.:::~-Ius_tmen~s for items ~nDaid hv selJ~Y I Jl.dlustrnents for item,; unDaid bv seller -- ='-,-G C:icy/t':Jwn taxes to I 5~0 City/town taxes to =-=-1 C~UlltJ ta:(es to I 511 Cour:t'f ta;(es tc ---- 1 :::-C TCT.L.L FAID BY/FOR I 520. TOlAr. EEDUCTION Jo.MOUHT 2'"JFPOWER 123400.00 I DUE SELLER 2~~ -,00 T07;~ AT SETTLEMENT FROM/TO BORROWER I 600. CJ..$H P.T SETTLEI>1ENT TO/F?OI>1 SELLEE 301 G:C:Js':': CimCU.'lt due fyom boryower (line 120J 158102.95 I 601.Gross amour.t due to seller (line 420J 153973 ~T2__Lf:,S:=: a'T'DU:lts paid b.r/for borrow<=>:::- (line 220) 123400.~_.L602.L!:.ss reducticlns in Cimount. d'-1e seIler (l ir.e 520) 263~ 303 C.lO.SH I 603 CASH ([ZZ] F20rif) II ] TOI EOP.EOl>lEF 34,702.95 I ((n] Tel II I FROlif) SELLEr- 15:,332 .------- l Fr":'FV: "'11 14 PP) J-.'lJD-l (3-86J EES?/<.. HB4205-2 ------. D-117714CF Paqe 2 or' For~ AODroyeJ OMB No 250:>02 I FinD FROM 1 F.IUD F L. SETTLEHENT CR~GE5 I BORROI-JER'S I S2LLE --- 1 FlJNDS J>.T I FUNDS ., TCT;'.L S.;;'LES/BROK~F' S COM!vlISSION basec or: pnce $ 153000_00 @ , - I SETTLE1'1Eln' I SETTLD1 ---.-.. Vi'.'lsicn .s:f c::.'mI11ission (li.I1_", 70:]\ as follows I I ----~ "7,:,1. '0 I I "78:, '0 I I 703 CC'-I'mi"S.:cn raid at Setl_If"ment I I in.) t':1 ---~.._--._--^"----._- ._L_._____ .1_.____ -.----..,---... ..----...------.-----...-.--.-- __~__l..Tr;H-'-' F.;YAbLE IN CC'NNECTION WJTH LOi',[1,___ --,,---- ~---_.._--------- bDl. c~'clr: C>r:gln.-ltlon Fee , tc, r~e First State Bank I I 8G:: LC)dl ['lsccun!:: .:25 ., to The F1I'SL StaLe Bank I 30E.00 1 E,J3 )\ppraisc~l Fe" to JClC.Ic. D. Ta'r'lor 1 275.00 I 60,1. ("reciit Report to Eguifax Mortgilge Information Se~vices I I eU5.L,eI!dt"r's Inspectior. Fee I I f.ilS LCl,J.rl Froceo;:s:"g Fee The Fir-st State Bdnk I 195.00 1 SO" T;-,'. SLr:"vice Fee> Trans America. Tct::: Service 1 65.00 I SID Flo(d Certj.fication Fee Loreta Cor-pen-at ion I 16.00 1 ~, 1 ~ l]n'~~", rwri t; il~g /Uocument Review F'e"~ Tlw first State Bimk 1 250.00 I ---- _._-----_.._-----.~-- .__..~ --___1 .__1____- (JI)() TTEMS REOUIP~~8NDCR TO Bf; PJ\ID _I..~.!....}l..DVM-lCE --------.." -~---._------ ')i1J .InCerf"st from 11/21/03 to 11/30/02 @~~ 17 B:, /day I l-!~ .50 I 90J.1 I,1:'.e1-est from to "< !dilY 1 I 90:. ['1ortgage Insurance Premium for mo. tc I 1 9J3.l-id=ard Insurance Premium for yr-s.to State Farm Ins. [POC $300.00) I 1 i I ---- 1000.R~~ERVES DEPOSITED WITH LEImER lOOl.H':l=ard lnsurance mo.@$ per mo I 1 1U02 Mortgage r:"nsu.cancc mo.@';; per mo 1 I lilOJ.City property taxes mo .@$ per mo. I I 1')04 County properly taxes mo.(olS per lOo I 1 ------ ---. __1____1___- _~1)0(J TITI,E q--I.P.RGES ------- 1101.S,,=ttlemenc 0::- closing fee to I I 1 J 02 J..Lstract or title search to I I 1103.Title exami.nation to I I 1104.Ticle lnsuronce binder to I I 1106.lIotary Fee to Linda K. Trively 1 lO.OO 1 (includ~.s aGaVE: items No. 1**********k~**~*I*****~**~* 1108 ':ril.le Insurance to COlo1MONWEI-,l,TH Ll\!ffi TITLE 1011.38 I (iw:llldf:'s above items No. 1101 11 IN I Ik***~*****~k****I*********k 110':) L~nj~r's cQvero3e S 12:",100.0U I******~*********I***~****** lllU O~n~r's covera3e 0 153000 00 1'*************-*1********** ~ ILl::' El'l[j')ESEMENT PA 300 to (Otito10NWEJ..L TH LJI.ND 1'1 TLE I ::,().OO I IlL' EnU~,PSEHF:llT PI, 100 CO. to CCHI"lONI-IEp.LTH LAND TITLE I 50.00 I l11', EICGPSEMEllT PA 900 (.A.LTP.. 8.1) to COf-rr/fONHEJ.LTH LANG TITLE I ::..0 00 I LIS CLOSIW.; SEE'/ICS LETTER (CSL) to COl-1M0l11-1EALTI--' LplTD TITLE I ::5.00 I _I I :::' '~'-J GOVEEIITJfENT RECORDING AND TRJlJ!SFEE CHJ..PGES 12Dl F:ec.::::irding fi:"es; Deed 5 40.50 Mortgage , 67.50 Pele3ses , I lCB.OO 1 12C: City/couoty t:a~/stamps Dee~ $ 1530.00 Mortgage $ ! 1530 00 I 1::[2 State taz!s:5rr,ps Deed $ 1530 DO Mort:gi:lge , I I 153 I_- I L~(j!) . P.DDITIONAL SCTTLEl-1ENT CHARGES 13 G ~ 4~h O~ar-te'. Sewer/Refuse to Upper ;..llen Twp Ac:c:tttS230Gl I I 10 .-.-- ~I--_----_-----I - 14 ~'o. Tan-.L SETTLEI"')::':";T Cl--'J-.EGES (eoeAred cn lines 10;, SECTIGtJ J 1"J'IL: 502, Section Yi I 4, 1~9. 88 I I,E~ f"''':'r_:-1 "" ( " - 8~ i S":e page , fer certif~c:ation and signat~re~ , Page J of Form Approved OME No. 2502-026= Title Application No: D427714CP -.._- CERTIFIC.~TION I direct: and authorize:' the COlTlFGlny to make' the distributior'.s indicated for my aCCOU:-lt. on the att:achcd HUD-l Settle:nent Stc~t'"lTlent:, rccogT1i:::ing that: the Campa,ly is not responsible fer the accuracy or validity of di-sburseme:1t amounts or the COla,--,letene55 oE disclosure of charges rn,'lde by others Disbursements made here'..lnder are g'.lara.nteed by the CaIT,pany. Funds cC'posited \..,ith the CotTlpanj' in conr.ection with the settlement ariO nol held ill trust, and interest 01- other valuat:le c'~ns iderCltiol'. may be earned and ret:aincd by the Compcmy on such settlement funds I ha.ve carefully reviewed the HUD~l Set:tlement Statement and to the best of my knowledge and belief, it is a true and accurate state:nent of all receipt:s and disbursements made on my account or by me in t~is transaction. I fur~her ce~tify th~'i.:' I have received a copy of the HU1)-} Settlement Scatement. 9rf~Jr/~A/ :Jl ffl11/L ]? ~ ~- / ~~~ BOlTowe::s Sellers Address Address I have prepared is a true and accurate account of this transaction. I have caused or in accordance with this stateme~t. II M/Ia~ Date / j It is a crime to make false statements to the United States On this or any other similar form. Penalties upon conviction can include a fine and imprisonment. For details see: Title 18 U.S. Code Section 1001 and Section 1010. Fo.:-m 471 (Ee',. 11/87) . l~02~M~~~jNEiillI~fr;;i;:V.;.~I'i.'~~'fiii;-~!l,Ic.;~lM3lh.K1(tl(lj,rl,i(i~~~1~::1".'.\t"!jTE';~G:';~lljii'?im~f;~~~-:mf:tr1e1~1~!il'~;i1!~~~ rf'L~ larl{];il,me,lca COMMONWEALTH lAND TITLE INSURANCE C9MPANY 488172 17 SOUTH MARKET SQUARE P '!=>,-,:'-" , "~ SUITE 2.A ,~~'iij COmr:1!KI51\i1!'Eaim HARRISBURG, PA17101 FilE I'IC' [SCI~U\ V :\CCOL~NT DATE No 499172!W-16OJ4~ D427714CP LKT 11/21/03 ~"I'r $ r.' . ',,: , ONE HUNDRED FIFTY ONE THOUSAND THREE HUNDRED THIRTY EIGHT AND 07/100 DOLLARS , 15,1338.07 I I LLON BANK, NA I P S URGH, PENNSYLVANIA ____I 701-12244 Tel Norma D. Otstot, Executrix of the Z ,fWz THE: ,of Dorothy D. Dyer Of-'L)~ UF -------.--- --- ----- ------- AUTH CEO :Olc,rJA1UR B'i __ _______ '-------.---.----- - ~- - - - - - - ~ - AUT'-iORI; 0 COUtiTERSIG1-JATUR II' !, g g ~ 7 2811' -:01., 3 ~o .toO 1.,1: [I 0 ~ '" 7 j l, 7 II' D/\TE DESCRiPTIOI,! AMOUNT Bank 549 Check 4991728 Order No D427714CP Closed by LKT Property 5 Mount Allen #000013128 Buyer Stoner Seller Dyer Estate 11/21/03 Net proceeds to seller(s) 151338.07 $151338.07 (;1' ~';',' 1 Uilj~i COMMONWEALTH LAND TmE INSURANCE COMPANY , BRICKERS AUCTION Buy & Sell on Commission - Complete Sale Service 93 Texaco Rd., Mechanicsburg, PA 17055 766-5785 Personal Property of ,</11 1)..;,>TfL7 12, ~ Address I Sold At Public Sale 20 . if; 1 1[-' 2> D ,::; I Outstanding Total Sale 77 -9, ~-L . ----..~ ~' "" ,J, /1.;;; (l d"{ ~ I 1'?Dfj O() Total Checks ~/ 5 7 ..)..e) t; [) ./ Total Cash 1j'f 1. (J 2> Cash After Payout Expenses Auctioneer & Clerks 'S(j (t 0 0 Adv. Cost /q (J, L) J P~~~'7'---- Sale Setup or Help //.1/{J,OJ Total Expenses 0?/ )0 () t), cJu II J0;kJ)c,,J{^"^,- Fu/J1 I '6 5/,?ru50 ~(~ 4 q ~, L'~- - I.3SLf..~ s <: 1- {.<:, ss::: /! c. --- ------- KOV![9/ioOl/Wrr 02:35 PM ~'-.. Gin:} L Alllrj~ht P 002 S:ill'\ A\~i~l;1I11 71JiJOnJ9T 117l3021.:11 F , i o PNC lNVESTMENTS A div"'''!l l1fJJ.R. Hill;,,,,I.WL.LYOll\,rnC. mcmherN,Q"Hi5Irc 42.i2 Cltli:,k PIKt' ClIllfJ Hill F\'ilIlSy'lv;llli:1 17011 ESTATE OF DOROTHYD. DYER (DOD VALUATION 26 Sep,ember, 2003) The infonmtion provided in this report is believed to be reliable, but its accuracy cannot be guaranteed. A mean price is calculated as m average of the high md Iowan the valuation date Vlhen available. If these prices are not available, such as on weekends or holUkys, the =m price is the inversely weighted average of the high and Iowan the nearest trading dates before md after, when these prices are available within one week of the valuation date. If actual trades are not available, the nearest bid md ask prices are substituted. Note that securities traded on the Toronto Exchange are in Camdim dollars. If m equity is ex-dividend for a cash distnbution on or before the valuation date but is of record after the valuation date, the dividend is included in the valuation report md is added to the security's value. This is reponed as m adjusted value on the report. If the date of death is on or after the record date and the dividend is payable after that date, the accrued dividend is listed separately on the repon and added to the pomolio's total value. Prices for-which c1oilyuprlotes are not available are priced according to a Corporate Pricing Cycle. These pricing dates occur on the last business day of the week, and the last business day of the month, unless the end of the week update falls within three business days or less, of the end-of-month update. Prepared: 19 November, 2003 ~-'" P 0[3 - EDt~te V~lu~ti~ D5te of Death 09/26/2003 Ectate of: DOROTHY D. DYER Valuation Date: Og/26/200J Account: 32039032 Proces~~Dg Date: 11/19/2003 Report Type: Date of Peath Number of Securitie8: 3 file ID: DY~R,DO~OrHY shares security Hc~ and/or Div ~d Iut Securi ty or P-=..r DeacriFt Lon High/A8k .LOW/Bid AdjuBtments Accr~lD ValUE! I 11 201,0.262 Bk\CKROCK F~S (09L92S580) j PA T>.:FREE CL B NASDAQ 09/16/2003 10.78000 Eid 10.7BOODD 21,994. OJ I I 21 6567.903 HFE GOVT LTD HAT FD (552957201) SH BeN nn B Nj\5DAQ I 09/26/2003 B.22000 Bid i 11.220000 53 r sse .16 I JI 10123.641 HF5 HUN SER TR (5527JN673) FA Mmr ED FD E NJ\SDAQ 09/26/2003 10.22000 Ilid 10.220000 106,5:29. bl I 101:31 value: $182,511.79 Tot1:l1 Accrual: ~o.oo rot.J.l; $182,511.79 I I I I rage 1 This report W~$ prodQcad ~ith RBtate~al, a product of Estate valuatione & pricing Syatemn, Inc. If you have questiolls, please contact EVP systems at (818) 313-5;:100. (Rev1B.1on Ii .4..0) "jQl J--~'::-200] 15'-11 PNCBf~r'jf< Ll12 7b,g :::;,C1SEl . P.D2 o PNCBAN< October 20,2003 Nomn D Otstpt scp 2-C Round Ridge Rd. Mechanicsburg, PA 17055 RE: Estate of Dorothy 0 Dyer (Deceased) SSN: 207-07-7642 DaD: 09-26-2003 Dear Ms. Otstpt: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account#5030517361 Established 06-15-1995 DOROTHY D DYER NORMA D aT STaT A EDWIN DYER DOD bal1ffice: $4,853.73 + $0.27 accrued interest The decedent maintained fNV # 32039032. For more information contact the brokerage department at 1-800-762.611]. Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK (1-888- 762-2265) or stop by your local PNC Bank branch office. Sincerely, .- - :.7~ l~--- _ Erica L Schlegel PNC Decedent Reporting Firstsidc Center 500 First Ave, 4u, Fl elF Pittsburgh PA 15219-3128 1-800-762-1775 Member FDIC , . ~ M&fBank 4Q91\1ilcl1ell Road. I\lills!wn1. OF 199M i'>lail Cude DE-l\lB-12 Phol\e nO?) 9J..J--2909 F a'\ (302) l)J4-]Y55 rkcnnhcr 3.200", Diane G Radcliffe, Esquire Attorney At Law 3.J.JS Tdndlc Road Camp Hill, Pi\. 17011 Re: Eslat~ ofDol"Olhl' D D1'(,1' Social S~Clll'iIV: 2IJ7-07-7/i-i2 Dale ofDcal/r Se!J{clIlba 2/i, 2IJIJ] Dear Sir or Madam: Pcr YOLlr inquiry d,Jtcd November G, 2003, please be advised that at the time or death, tilL ,JbOVC-llLlmcd decedent had on derosit \vith this bank the following: L Type ojAccounl Certijicate of Deposit ACCOU/7t Numher 3/0039/4625/73 Ownersh;p (Names oj) Doro!h;l/ D !J.ycr Norma D Ofs!o!, PO/I Opening Date /U//5/98 Balance on Date afDculh $7,39445 Accrued Interesl $ /26.55 Total $j,3iToiluU UUn . ... U ___ _n. __ '._un 2. 7~vpe of ACCollnt Savings Account Acc()/{}], NUlIlber 15()()-!2()(j(J/~\1}5/ Owners/'ll;) (Names oj) Duro/hy D Dyer Norma D O(S[()[, PUA Opening Dute /0/28/85 Bu/once on Dule a/Dcolh $25,6/575 Accrued IntereSI $ .49 Toted $25,61624 For further account information, cJu.~Ures :lnd/or rcirnblJrsemrnt of funus please call tJll' ,l\lcdl:lrlirsburg OITiee at #717-255-2031. Please be advised, then~ wns no s,lfe ueposit ho'l: found for the nhovc uecrt/Cll!. te,,/ . / I .~ ('~ lie /(unb . COMMONWEALTH OF PENNSYLVANIA * BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION . DEPT. 28a6al INHERITANCE TAX HARRISBURG, PA 17128-0601 STATEMENT OF ACCOUNT _ r REV-1O~7 EX UP {DI-05J DATE 06-07-2004 ESTATE OF DYER OOROTHY D DATE OF DEATH 09-26-2003 FILE NUMBER 21 03- 0824 COUNTY CUMBERLAND DIANE G RADCLIFF ATTY ACN 101 3448 TRINDLE RD I Amount Remitted i CAMP HILL PA 17001 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE __ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-v=i6o-i-Ex--AFP--(Ol-:03i-------.**-..INH-ERIT-ANCE--TAi(-STA-iEME-NT..O-F-AC-COUN-i--*-i.-------------------"- ESTATE OF OYER DOROTHY D FILE NO. 21 03-0824 ACN 101 DATE 06-07-2004 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 05-17-2004 PRINCIPAL TAX DUE, 15,413.18 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (_) AMOUNT PAID 12-19-2003 CD003352 770.66 26,035.93 05-20-2004 REFUND .00 11,393.41- TOTAL TAX CREDIT 15,413.18 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS lESS THAN $l) NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ) . . , STA TEMENT OF ACCOUNT ESTA TE OF DOROTHY D. DYER v. COMMONWEALTH OF PENNSYLVANIA, DEPARTMENT OF TRANSPORTA TJON Claim No.: 2104083 Fill;l! Payment ofJust Compensation, Delay $45,62700 D;lIl1oges, and Section 610 Limited Reimblll'sement ol'kes Pcr Stipulation of Settlement LVS~': Section 610 Reimbursement (not subject 'i00 00 -- --._- to attorney fees) $45.127.00 LESS: Attorney fees (I/J of$45, 127.00) - J 5,04233 LESS: Engineering Fees (Herbert, Rowland - 2.007.61 and Grubic, Inc.) $28.077.06 l'J.JlS: Scctiull 6 J 0 Reimbursement + 5000Q - Tl ITA L NET PROCEEDS OF SETTLEI\1 ENT $28,577.06 P,\ YABLE TO CLTENT I, Norma Otstot, Executrix of the Estate of Dorotby D. Dyer, hereby od:llo\\IorJge :J;,:rccI11CII{ Wilh (lIe SlntellJell[ of Accoull( set fOrih :Ibovc ;]lld receipt ortlle Tot:ll Net Proceeds P;-IY:lblc to cllenl ;15 set forth therein. EST A TE OF DOROTHY D. DYER I ',,/1, '.'-'-/L-" 'I r:;: J /';! I ;~i '/ ...j (/ By /1'./ )"i//. () IlIj I(J (. J. C' ~~ '/ 'J I.'! It., -._~'- j - ,.' t:/'t- L, _,'~ D;dl~ Norma Otstot, Execlltrix . . " . EXHIBIT "B" PROOF OF ADVERTISEMENT , . , ' . PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYLVANIA : : 5S. COUNTY OF CUMBERLAND : Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, VIZ: OCTOBER 31, NOVEMBER 7,14,2003 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication arc true, ~ Dyer, Dorothy D.. eIee'd. TO AND SUBSCRIBED before me this Late of 5 Mount Allen Drive, Up- 14 day of NOVEMBER, 2003 per Allen Township, Mechanics- burg. ~A~)~' Jd1~rI>></ Executrix: Norma D. Otstot, 2-C Round Ridge Road, Mechanics- burg. PA 17055. Not"rv Attorney: Diane G. Radcliff. Es- NOTARIAL SEAL V quire, 3448 Tondle Road, Camp Hill. PA 17011, (717) 737-0100. LOIS E. SNYDER, Nolary Public --._- Carlisle Bora, Cumberland County My Commission Expires March 5, 2005 ------ . , . , , . PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland. Rich Canazaro, Internet Director of THE SENTINEL, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following dates, viz Copy of Notice of Publication ESTAT~ NOTICE LETTERS TESTAMEN- TARY in the Estate of DOROTHY D. DYER, October 25. November 1 & 8, 2003 late of5 Mount Allen Drive, Mechanicsburg, Upper Allen Township, Cumberland County, Affiant further deposes that he is not interested in Pennsylvania, (died on September 26,2003) the subject matter of the aforesaid notice or having been granted to Norma D. Olstol on October 10,2003. advertisement, and that all allegations in the All persons indebted to the Estate are requested foregoing statement as to time, place and character to make immediate payment and those of publication are having claims against the Estate will present them for settlement ~ without delay to: Norma D. Olstol 2-C Round Ridge Road Mechanicsburg, PA 17055 ORTD Diane G. Radcliff, Esquire 3448 Trindle Road Camp Hill, PA 17011 November 12, 2003 (717) 737-0100 Sworn to an 'SUbscribed before me this 12th day of 'November , 20\. 'lW I(j' \( l ' ~ ; Notary Public My commission expires: NOTARIAL SEAL DARCIE A. NEil, Notary Public Carlisle, Cumbelland County P.M rn!li'!C" '~__._ O-v_-24,20051 . , ' . . " . EXHIBIT "C" NOTICE TO BENEFICIARIES OF FILING OF FIRST AND FINAL ACCOUNT WITH PROOF OF MAILING i I -- I . , , . , ' . IN RE: ESTATE OF DOROTHY D. DYER, DECEASED TO: Norma D. Otstot 2-C Round Ridge Road Mechanicsburg, PA 17055 Please be advised that the First and Final Account of Norma D. Otstot, Executrix of the Will of Dorothy D. Dyer, deceased, has been filed with the Clerk of the Orphans' Court of Cumberland County and will be called for audit on August 23, 2005 at 9:30 in Court Room No.1, Cumberland County Courthouse, Carlisle, Pennsylvania. The Court will be asked to approve the account as stated and to make awards in accordance with provisions of the Will of Dorothy D. Dyer. A copy of the account is enclosed. It is not necessary that you or your counsel appear at the audit. However, if you have any objections to any items in the account (or if you disagree with the position that the Executrix has taken on any claim), it is necessary that you file in writing your objections to the account or statement of proposed distribution with the Clerk of Courts of Cumberland County before 9:00 a.m. on August 23, 2005. In the absence of such timely filing, the objections will not be heard and the account may be confirmed absolutely and a decree may be made awarding or directing distribution in accordance with the statement of proposed distribution or in such other manner as the court shall see fit. A copy of such objections filed shall be given to the Executrix or the attorney for the Executrix. ~'" S--(~ / \ . ('" /V ii' , . ~Diane <\ Radc iff, Esquir \ C.2tto!"~ for Norma D. Otstot Executrix of the Estate of Dorothy D. Dyer . , . , , . ' , IN RE: ESTATE OF DOROTHY D. DYER, DECEASED TO: A. Edwin Dyer 414 Brandy Lane Mechanicsburg, PA 17055 Please be advised that the First and Final Account of Norma D. Otstot, Executrix of the Will of Dorothy D. Dyer, deceased, has been filed with the Clerk of the Orphans' Court of Cumberland County and will be called for audit on August 23, 2005 at 9:30 in Court Room No.1, Cumberland County Courthouse, Carlisle, Pennsylvania. The Court will be asked to approve the account as stated and to make awards in accordance with provisions of the Will of Dorothy D. Dyer. A copy of the account is enclosed. It is not necessary that you or your counsel appear at the audit. However, if you have any objections to any items in the account (or if you disagree with the position that the Executrix has taken on any claim), it is necessary that you file in writing your objections to the account or statement of proposed distribution with the Clerk of Courts of Cumberland County before 9:00 a.m. on August 23, 2005. In the absence of such timely filing, the objections will not be heard and the account may be confirmed absolutely and a decree may be made awarding or directing distribution in accordance with the statement of proposed distribution or in such other manner as the court shall see fit. A copy of such objections filed shall be given to the Executrix or the attorney for the Executrix. /---~ '", ~ n I " P5 \)', ~-j\ i, ,--:-----Diane'G. Radcliff, Esqui~e \ \ -------Al:.tm1:1.eY for Norma D. Otstot Executrix of the Estate of Dorothy D. Dyer . . < , , , , , IN RE: ESTATE OF DOROTHY D. DYER, DECEASED TO: Richard D. Dyer 33 Holland Drive Chalfont, PA 18914 Please be advised that the First and Final Account of Norma D. Otstot, Executrix of the Will of Dorothy D. Dyer, deceased, has been filed with the Clerk of the Orphans' Court of Cumberland County and will be called for audit on August 23, 2005 at 9:30 in Court Room No.1, Cumberland County Courthouse, Carlisle, Pennsylvania. The Court will be asked to approve the account as stated and to make awards in accordance with provisions of the Will of Dorothy D. Dyer. A copy of the account is enclosed. It is not necessary that you or your counsel appear at the audit. However, if you have any objections to any items in the account (or if you disagree with the position that the Executrix has taken on any claim), it is necessary that you file in writing your objections to the account or statement of proposed distribution with the Clerk of Courts of Cumberland County before 9:00 a.m. on August 23, 2005. In the absence of such timely filing, the objections will not be heard and the account may be confirmed absolutely and a decree may be made awarding or directing distribution in accordance with the statement of proposed distribution or in such other manner as the court shall see fit. A copy of such objections filed shall be given to the Executrix or the attorney for the Executrix. Diane . Radcliff, Esqui y for Norma D. Otstot Executrix of the Estate of Dorothy D. Dyer . .. ( l . o rn ru ...D iF OFFICIAL USE o M Postage $ I. 7$ g Certified Fee 2. .3D D Postmark Return Reclepl Fee .3 _ o (Endorsement Required) . .5 D Here o Restricted De!Jvery Fee U1 (Endorsement ReqUired) I"'- o Total Postage & Fees $ 6-.5 ~ D SMtTo /) o __.__m_ .RflllfL.R. -b-.()L5Z.ctL-n--.b.b_.b..(l_. _0._0.. I"'- SUeel, ApI. '''t! (! 0 J:) O'.:.O.'!.~~."!~bnb:b__b -o.tlN..!ULl. ~n.LJ.Qg,__ _b_n__ , . I 7055" u.s. Postal Service'M ,,- I"'- CERTIFIED MAIL" RECEIPT ~ (Domestic Mail Only~~ No Insurance Coverage Provided) ...D ." ", iF OFFICIAL USE o M Postage $ '7 g; CertlfledFee 2.30 o Postmark o Aettlm RecfeptFee ~ ~/'\ Here (Endorsement Required) v . -..J L/ o Restricted Delivery Fee lJ1 (Endorsement Required) I"'- o Total Postage & Fees ~ o o I"'- - ..::T . I j, . . ~ ... .. . .'., ,.' '. ". , . iF FFICIAl USE o M Postage $ I. 75 ~ o CertlnedFee Z.30 o Return Reclepl Fee Postmark o (Endorsement Required) ...:J .50 Here D Restricted Delivery Fee U1 (Endorsement Required) I"'- eI Total Postage & Fees , ~ CJ o ,.... PAVMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. __ If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT. __ If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13l3). Applications are available at the Office of the Register of Wills, any of the Z3 Revenue District Offices or from the Department's Z4-hour answering service for forms ordering: l-800-36Z-Z050; services for taxpayers with special hearing and I or speaking needs: l-800-447-30Z0 (TT only). REPLV TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z8060l, Harrisburg, PA l7lZ8-060l, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent.s death, a five percent (5Z) discount of the tax paid is allowed. PENALTV: The l5Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through Z004 are: Interest Daily Interest Daily Interest Daily Vear Rate Factor Vear Rate Factor Vear Rate Factor - - - - - - - - 198Z ZOZ .000548 1988-1991 llZ .000301 ZOOl 9Z .000Z47 1983 167- .000438 199Z 97- .000Z47 ZOOZ 6Z .000164 1984 llZ .000301 1993-1994 7Z .00019Z Z003 5Z .000137 1985 137- .000356 1995-1998 9Z .000Z47 Z004 4Z .000110 1986 10Z .000Z74 1999 7Z .00019Z 1987 97- .000Z47 ZOOO 87- .000Z19 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. . . .-....~ I:>.") G\ 1 .-- ,......-') p -' " . - OATH OF PERSONAL REPRESENTATIVE . . COMMONWEAL TH OF PENNSYLVANIA COUNTY OF CUMBERLAND The Petitioner(s) above named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of Petitioner (s) and that as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed II ~ ? r#;;U before me this q-+Yl day of Norma D. Otstot ,20~ No. d,1- ()3 -sa'-/- Estate of Dorothy D. Dyer , Deceased Social Security No.: 207-07-7642 Date of Death: September 26, 2003 DECREE FOR PROBATE AND GRANT OF LETTERS AND NOW, Oth\u-'\ \0 , 20...Q3....., in consideration of the Petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that Letters [.f] Testamentary [ ] Of Administration d.b.n.c.t.a.; pendente lite; durante absentia; duranteminoritate are hereby granted to Norma D. Otstot In the above estate and that the instrument dated August 15. 1995 described in the Petition be admitted to probate and filed of record as the Last Will of the Decedent. Fees Letters ...............................$ 340. OD .~~ ~~\ili\.. . ~ Short Certificate(s).............$ 30.00 Register of ills 4 Renunciation.................... ..$ Attorney: Diane G. Radcliff: Esquire Affidavit ( )........................$ J.D. No.: 32112 Extra pages ( )....................$ Jd. .00 Address: 3448 Trindle Road Codicil............................ ....$ Camp Hill. PA 17011 JCP Fee...............................$ /0.00 Telephone: (717) 737-0100 Inventory......................... ...$ Automation Fee..................$ ~ Other................................. .$ 10. lD"o3 TOTAL.................$3Qd.00 ~~ 10- \~.- O~ .. .. .-' . . ,~. --, J !.--- ....n_ H lOS.805 REV 9/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local R<;gistrar. The original 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. Fee for this certificate, $2.00 ;~h_~'" ~~-'t Local Registrar p 9496731 . -1t ii.JLUl. .2 ~ ,.eM, No. Date Hl05 ;43Ae... 2J87 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH T't'PE.lPHlIH '. STATE J'llE NUM8fA PER,..AfIlENT . ~1i~-.~-==:~r2Qf:NoM87 - BLACK INK BIRTHPLACE 1(,1.... ;lr.d PlACE OF DERHICt>eckorolyi)('oe__ ",",fl51fUCllOr-sonlJlt'oel goej 3laI8Oft'Cl'W'JIlCounlry) HOSPITAL IUc.OIS+eR PA. :-,_0 .... :DDme-Srl, ,.. - DECEDENT'S . ACTUAl. 1"'.SI~ ... RESUNCE -.-....... onolhefSlde) ."'. - FR'HER'SNAME (FitSl. ~.lUlI .5ch/off 11. IHFOAMAHT'S NAME (T 1P*Prinll . PA-./7oS-~ DATE OF DISPOSITION . (Morol, 0..... 'IlNr) 0 . 23b. .:Ie. VlM$ CASE REFERRED TO ME~ EXAMlNERlCOAONEA? ,..;0 H. Y;a fI'I..:;.... I Approxltl'lal. PART M: Other signiftcanc COI'lditIioM concr......ing 10 dNlh. OUI : inl...... between noI resulbnO'"If'Nt~Ql.MoMn in PART I J CJnMt Ilnd dnUl C 1-\ i<.\~10 lo.~,\ '" (' L\11-\~1 I . : DUE YO (OR AS" CONSEOUENCE Of)" . . . I DUE 10 too AS' CONSEOUENCE Ofj, I I d uut. IUtU'~AL.UN~UUl~llJ') I I , L. weRE AOlOPSY FINDINGS MANNER Of OEATH DATE OF INJURY TlWE OF INJURY INJURY AT WORK? DESCRIBE HOtY INJURY OCCURAED. ....lA8lE PRIOR 10 (Uor-tltl, Day. Vearl COMPlETlOH OF CAUSE ....~.. ~ 0 OFDEArH1 HomiCide ...0 ...0 -... 0 PMtdIng "'-Ugalo., 0 _0 ...0 0 o PlACE OF INJURY. AI t.om.. tarm. su.... laclOry. om.:. ... Suocodo Coutd noc b.- (Sel.rmmed _. 2... buIIdinc). etc. ISpec,tv) ... _. /--. CEllTWlERICt'ecll 0l'lI.,. 01"1*) ~ ," 'CERTIFYING PHYSICIAN (Ptlyscoan c~ cause 01 "-Ih wtl4W> arIOlt181 OhVSlC.at\ has pronounced rJealh ano compleled Item 231 To Ihe beaI o' MY~. .atfl oecut'Nd....IO.... causetSJ and m.",..r.. .'aIM. . ..... ....... ---... ~ "PAOHOuNCiNG AND CERTIFYING PH't'SCIAH cf'trts,.;oan bolh O)fooounclfl9 t1&a1h and Cer1IlVW'Q 10 cause of Qedlhl 8 To the ~ of my kno~.. deaU. occurred a. ... MRMI, data. .nd p... and due to the c~., and mann.r.. ..alad, . ~ '" 0 -MEDICAL EXAMINER/CORONER ~ On the basia o' e.aminatlon and/or Inve.lIgation. in my opinion, de.th occurred althe lime, d.... and place, and due 10 Ihe cause(s) and 0 0 ~ m...n......taled.... _................ .... .... .............. .............. .. ......... ............. _............ ?~\l~~tl J'a. Z REGI A"S $lGNAT"URE AND NUMBER Lll {leA (,.11 ~ .~ ;lac) "3 2i -03 ~ ~d.1. ,~..-) ~ U.j .-.... c' . , I ~.- :..J Cl C'-', P '~ ( ..-' ~.. - '. LAST WILL AND TESTAMENT OF DOROTHY D. DYER ~, . 03 -t ,;14- I, DOROTHY D. DYER, of Upper Allen Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish, and declare this to be my Last Will and Testament, hereby revoking and declaring null and void any and all former Wills and/or Codicils by me at any time heretofore made. FIRST I direct my hereinafter named Executrix to pay all of my just debts, funeral expenses, inheritance taxes and costs of administration of my Estate out of the corpus of my Estate as soon after my decease as it is practical to do so. SECOND I hereby give, bequeath and devise my entire Estate, of whatsoever kind and nature and wheresoever situate, consisting of all my property, whether real, personal, and/or mixed, unto my children, RICHARD D. DYER, NORMA D. OTSTOT, and A. EDWIN DYER in equal shares, share and share alike, per stirpes. Should any of my children predecease me, and leave issue surviving them, I order and direct that the share which such deceased child would have received had he or she survived me be distributed unto the issue of such child, per stirpes by Page 1 of 5 Pages representation, and not per capita. My children, RICHARD D. DYER, NORMA D. OTSTOT, and A. EDWIN DYER, shall first be given the opportunity to select for themselves any item or items of tangible personal property of mine upon which they can mutually agree as to the division; however, any and all items upon which they cannot reach mutual agreement and any and all items which they wish not to retain in kind are to be liquidated to cash and distributed as otherwise provided herein with respect to my entire Estate; i.e. , equal one-third shares to each, whether real, personal, or mixed property, of whatsoever kind and nature, and wheresoever situate. THIRD Any and all payment or payments for any sum or sums, as may be payable to my named beneficiaries, shall be made upon the sole receipt of the respective individual to whom such payment is made, and such payment shall be free from anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors of any such beneficiary. FOURTH I hereby name, constitute and appoint my daughter, NORMA D. OTSTOT, as Executrix of this, my Last Will and Testament. In the event that my daughter, NORMA D, OTSTOT, should not survive my decease or should not live to complete the settlement of my Estate, or otherwise be unable to serve in the capacity of Page 2 of 5 Pages -, Executrix, then and in that event I name, constitute and appoint my sons, RICHARD D. DYER and A. EDWIN DYER, as Alternate Co-Executors of this, my Last Will and Testament. My Executrix or Alternate Co-Executors are authorized and empowered to sell any real estate which I may own at the time of my decease at either public or private sale or sales, whichever in her or their opinion shall be in the best interests of my Estate. FIFTH I hereby direct that no Executrix, Alternate Co-Executors or other fiduciary named, nominated, appointed, or as may be required in this, my Last Will and Testament, shall be required to post any bond or give any security of any type for any purpose whatsoever, any law or rule of Court of the Commonwealth of Pennsylvania or any other jurisdiction to the contrary notwithstanding. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, this \5 day of A U5~.( -t- , 1995. (SEAL) ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF . . I, DOROTHY D. DYER, Testatrix, whose name is signed to the Page 3 of 5 Pages . " ". attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by DOROTHY D. DYER, the Testatrix, this tstt day of A'-l~ vi*:- , 1995. (SEAL) SWORN TO AND SUBSCRIBED before me, this /~ day of ~ , 1995. ~~~ NClt.ary Public NOTARIAL SEAL My Commission Expires: 1ERESA L DAVlSiN~ Public HarrIsburg, Dauphin ounty MyCommlsslon expires March 2,1998 Page 4 of 5 Pages . . . . . . AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA . . . SS. . COUNTY OF . . We, DOROTHY D. DYER, MARK S. SILVER, and BONITA S. FREY, the Testatrix and the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed to and subscribed before me by DOROTHY D. DYER, MARK S. SILVER, and BONITA S. FREY, the Testatrix and 5~ J\-s5~~t witnesses, this t --- day of , 1995. SWORN TO AND SUBSCRIBED ~~/ before me, this I~ day of ~~ ' 1995. --~. Notary Public NOTARIAl SEAL My Commi~sion Expires: TERESA L DAVIS, ~ PublIc Harrisburg, Dauphin ~ My Commission Expires March ,1998 Page 5 of 5 Pages -' ~ .~ ~.' I E-I Z Z z ~ 0 ~ ~ ~ ~ r.:l .... C\I <t) E-I ~ H i>: Ol ~ 0 Ol E U) >< 0 i>: ~ p., ~ ~ CfJ i>: .... ><: ...: C\I Ol If) 0 C') E-I u 0 0 P=1 0... 0 . r;: ..~ u 1ii .... c:i I b ~ ~ .... Ol ~ Ol .. Z u i>: C') ~ ~ .0 0 -< .... .... r;: ~ C\I ~ Z ::; CfJ 0 ~ ~ 8 Ol .. <Il -;:- p.. If) ~ 0 CfJ ;:: CfJ iiJ H E-I .....l CfJ U .... ~ H ~ r.:l Ol 0 CfJ i>: .. 0 -< H IJJ 0 S 0... ::<:: ~ 0 0 i>: ~ 0... E-I 'J ...::: U) j . . . . . .. L9. A~-SS l L9 ',8'ES I L9' .:IS-COS I L9 J );:jO:J A lddns 1'lt831 31'V1S.l1V ~." .' ~..,'" , '''''1''<~A'f' ':,1- "",-,~-,-,..,.., .. ,.,..- . ___. a~_.'_' _~. . CERTIFICATE OF SERVICE OF NOTICE OF ESTATE ADMINISTRATION UNDER RULE 5.6Ca) NAME OF DECEDENT: Dorothy D. Dyer DATE OF DEATH: September 26, 2003 WILL/ADMIN NO.: 21-03-0824 - TO THE REGISTER: I certify that Notice of 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 October 20, 2003 Norma D. Otstot 2-C Round Ridge Road Daughter Mechanisburg, PA 17055 Richard D. Dyer 33 Holland Drive Son Chalford, PA 18914 A. Edwin Dyer 414 Brandy Lane Son Mechanisburg, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Date: \~ Signature: \ Name: Di Address: 34 8 Camp Hill, PA 17011 Telephone: (717) 737-0100 1. D. No. : 32112 Capacity: Counsel for Personal Representative ....-. ._. p '.....;. -- f'.....:1 -' . . .J.; __.J MEMO DATE: December 17,2003 FROM: DEBORAH DONLEY TO: DGR RE: ESTATE OF DOROTHY D. DYER Diane - Please take this tax payment to the Register of Wills - Cumberland County - for prepayment of the tax for the Dorothy D. Dyer Estate Estate Number: 21-03-0824 I . . -" ..-- -.-', -- COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003352 RADCLIFF DIANE GILBERT 3446-3448 TRINDLE ROAD CAMP HILL, PA 17011 ACN ASSESSMENT AMOUNT CONTROL NUMBER _____n_ fold .--------- -------- 101 I $26,035.93 ESTATE INFORMATION: SSN: 207-07-7642 I FILE NUMBER: 2103-0824 I DECEDENT NAME: DYER DOROTHY 0 I DATE OF PAYMENT: 12/19/2003 I POSTMARK DATE: 00/00/0000 I COUNTY: CUMBERLAND I DATE OF DEATH: 09/26/2003 I I TOTAL AMOUNT PAID: $26,035.93 REMARKS: NORMA 0 OTSTOT DIANE G RADCLIFF ESQUIRE CHECK# 1110 INITIALS: JA SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS , , . REV -1500 EX. (6.00) REV -1500 r COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN FILE NUMBER DEPARTMENT OF REVENUE RESIDENT DECEDENT 21 03 0824 DEPT. 280601 ------------- ~_~RRISBURG.I"~_17128-0<l~__. _l._.__....__~__.__ .. ______.._ .__~__~_ ..;_...cOUNTLCODE_Y~FL_. _t>l!!MBER__ -- --------- ... ----_.._._._-~_..._----- DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ... lDyer,__D~rothy D_____ . __. ___.. _____ ____...._..._, _ ~<>-~_~07-_~(j~~_______~___~_ z FEOF DEATH (MM-DD-YEAR)- - - DATE OF BIRTH (MM-DD-YEAR) i THIS RETURN MUST BE FILED IN DUPLICATE WITH THE w c w r(~i~~J:A~~E~fURVlViNG SPOUSE;g-NAME )J~(~~/rlA~~-gDDLEINITIA-L)- .----.. ..... --- J--SOCIAL SEc~~~I~u:~~QF WILL~___ 0 w c -L---_..__~._.___." ..___"._______ ..,,____........,,___ I I ~ 1. Original Return 0 2. Supplemental Return o 3. Remainder Return (date of death'priorto 12-13-82) ~ Ul . 0 4. Limited Estate 0 4a. Future Interest Compromise (date of death after o 5. Federal Estate Tax Return Required ~ It: ~ 12-12-82) wIL ~ li! 9 ~ 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust(Attach 8. Total Number of Safe Deposit Boxes a: III of Will) copy of Trust) o 11.Election to tax under Sec. 9113(A) (Attach Sch 0) <( ,0 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit(date of death between ---out' ...,-________=.~.C_..__c...ii..."7.-~-. "---. 12:~+~ha.I1j:l.1-1-95)... .... -3.........~-_____7T~..-.... . .....ii....ii... .., .... . ..' .. "-'~". ---_..__c" -.7"7........ THIS SE_CTIQ~.M~~,. Bt:~Q~I.ETE[).~L~CORRES~()f!~~NC~~~~~P!'iE!.DEN'!~E'!AX INfP"rM'rI()N SHQl..lI.P ..~l; .DIRt:P'rE~EQL....l_~_~ .............'-__ NAME COMPLETE MAILING ADDRESS '... ~;ane G. Rad<OJ;ff __ Ulz Ww - -- -- - It:c IRM NAME (If applicable) 3448 Trindle Road It:z Diane G. Radcliff, Attorney at Law 00 OIL -- ------ -- - Camp Hill, P A 17001 ELEPHONE NUMBER I 717/737-0100 =-:=~--:----=-=-:-:-='~~l~ ~~:_:_.:-~-::.-:-:-------:~~~=~ - _n________.u. 'n______, ...,,~_____.___._______________. _._ -_...,-----------_..,-~ - ---------..-- "_________ ____m__ ---.------------.-------. I 1. Real Estate (Schedule A) (1 ) 151,338.07 u__________._ _ __.__ g 2. Stocks and Bonds (Schedule B) (2) 182,580.14 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None ::3: . , = ::::c;J 4. Mortgages & Notes Receivable (Schedule D) (4) None ..... .------ .. - ------------ N 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 39,896.89 (Schedule E) ----..- J:::;o 6. Jointly Owned Property (Schedule F) (6) 1,601.82 (X) z o Separate Billing Requested -------.--.... W 0 ;: 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None (X) :5 ::> (Schedule G or L) ... ii: 8. Total Gross Assets (total Lines 1-7) (8) 375,416.92 c( 0 - -.----.. .-.--.-.--- w 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 32,809.62 It: 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 92.07 i 11. Total Deductions (total Lines 9 & 10) (11 ) 32,901.69 12. Net Value of Estate (Line 8 minus Line 11) (12) 342,515.23 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 342,515.23 u_ __ __________ -.- --------- ---.. -,._----- SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) - z 228,343.48 .045 (16) 10,275.46 0 16.Amount of Line 14 taxable at lineal rate x ;: - <( ... ::> IL 17.Amount of Line 14 taxable at sibling rate x .12 (17) ::Ii 0 0 >< 18. Amount of Line 14 taxable at collateral rate ;:!: 114,171.75 x .15 (18) 17,125.76 119. Tax Due (19) 27,401.22 ~==~j ..2~~_~~CHE C.K HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. -. -.----. . --.-- cl-~ ~~$!?~~~E.'l:Q~!IVl;~~~"'QUI!!~JlQf1l$..~"'..~I!!MI!!~$E.$IP.I!!~Nl) ..RI!!CHeCKMATli.l~!I; Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) 'v' Decedent's Complete Address: STREET ADDRESS 5 Mt. Allen Drive -- ~___~______m__________ -~------- ..----.- ------r--. ------ nl7iP~-- ___un CITY Mechanicsburg I STATE PAl ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 22,40 l.~~_ 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments ___ _ 26,03~:?_~ C. Discount 1,370.06 Total Credits (A + 8 + C) (2)___22,405.92_ 3. Interest/Penalty if applicable D. Interest ________ E. Penalty ___ Total Interest/Penalty (D + E) (3)___ 0.0 Q 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) __________..4.77 Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE. (5) _____ ___ A. Enter the interest on the tax due. (5A) __________ 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) 0.00 --..- Make Check to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;............................................................................... ~ ~ ~: ~:::~ :h~e~~~i~~~~s:~~e~~s~~~ .~~,~.I.'.~~~. ~~~. :.~~:.~~~.~~~~~~~~~~.~. .~.~ .i.~~. ~~~~~~::::::::::::::::: ......: ......: ........ ',:::: tj ~ d. receive the promise for life of either payments, benefits or care?.............................___............................ D ~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?...... ...... .......... ...... ..... .......... ...... ............ ... ...... ...... ........ ..... ........ .... .... .... ...... D ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... D ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?................................................................................................................... D ~ 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 pe~ury, 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 0 prepa""-,,ther th!'nJh.e_ personal rep.r.esenta.tive is bas~-",,- aIlinformation()f\Nhi~h.~reparer~as.a~Lkr'.o;vledge.__ SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE -?1::;AO~J~.~ W~ _______K1~c~~~;~~1~~~f_Of~055 ________ _ ~~ /0"_ ~~ERSON ESPONSIBLEFOJ';;~RN ADDRESS - DATE~- 0,"' '"""",,,,,. ~- -,,,"",-------- - - :3 4".,jil'L- 3448 Trindle Road Camp Hill, P A 17001 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 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)], The statute does not exemota 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 stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116 1.2) [72 P.S. ~9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)]. A sibling is defined, under Section 9102. as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ~ SCHEDULE A ~ REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT -------- . .~~_.____L___..__~__..__ ____~_____. ____._~,__~_~._____.______ ._~_.___ ---'_._------_.~._-"~._------_._-----_._-~------,.._----.. ~._------_.._------_..._._------ ESTATE OF FILE NUMBER Dyer, Dorothy D ! 21 _ 03 _ 0824 --.-' ------.---------.,...---.-- .__._--_._-------~_._.._----..._-------._--------_._------- All real property owned solely or as a tenant in common must be reported at fair market valueFair market value is defined as the price at which property would be exchanged between a willing buyer and a wilnng 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. - . --_...-._-~----_._-----_._- -------.,- -.-------- -- ----...---- ------- - - - ------ ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH - -------- -~-.- ----- ------- _.,.____________n___ ___. ____..._ 1 5 Mt. Allen Drive 151,338.07 Mechanicsburg, P A 17055 (See Settlement Sheet Attached) ---------___ - m______________._,._________...____ .__._~_~____._.._____._____._____....__.__,__ ______._.__~._____ TOTAL (Also enter on Line 1, Recapitulation) 151,338.07 . SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ________________-1___ ------ - - ~--_.._--_.,---------_.__. ..~-----_. -------- -- - -------- - - - ------..-- ESTATE OF Dyer, Dorothy D FILE NUMBER 21 - 03 - 0824 --.-.---- - -------.._------------------------ ---- ._----. --------_._---_.-._._._--_._~._-- _ _________.O______n._.______ All property jointly-owned with right of survivorship must be disclosed on Schedule F. - -------- .-,-.------- -------- --------'- --UNIT ~~LUE .1 VALlJEATDATE .OF ITEM DESCRIPTION NUMBER DEATH -- --t-- . -----------------------------.----------,. ----------- - >----.-.---- -- ---._---~--,--_.._- 1 ! PNC Bank Investment Brokerage Account ' 182,511.79 No.: 32039032 2 Agere Systems 68.35 1- _u. _ ___ .. _ _ .L__ ------ TOTAL (Also enter on line 2, Recapitulation) 182,580.14 I .. SCHEDULE E : . CASH, BANK DEPOSITS, & MISC. I COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ---~-'-------"'- -------, ~----'-"----'------"---'-------'--'~------'~----,-,--- ---- -- --- - - -- - --- ---- -~-- -- - ._~-----_._-----_._._-._-------- ------'--------.'._---.-- - .-------"------.- -IFILE NUMBER---- __un .. --- ESTATE OF Dyer, Dorothy D 21 - 03 - 0824 ------------. ---------.'.-----------------. - - --- ------- .'..._---- .. ------..------.....------ .'.------- 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 DESCRIPTION VALUE AT DATE OF NUMBER DEATH .-----..-.--- -~-_..,._-----,------_._-. -------.-'..-,- -------- - .u_. "_______.,.,____________ --...-.----......------.- 1 M & T Bank Savings Account 25,620.17 No.: 15004206019851 2 M & T Bank Certificate of Deposit 7,526.81 No.: 31003914625173 3 Personal Property sold at auction 1,354.55 4 1995 Geo Automobile 4,900.00 5 AllState - auto insurance refund 40.05 6 Tom Seltzer - stamps 70.00 7 Comcast Cable refund 70.11 8 Highmark Blue Shield Refund 262.37 9 Waste Management - Refund 13.73 10 Loose Coins 39.10 -------. - - ---------.---------'-------- ---_._._-.-.~_.- TOTAL (Also enter on Line 5, Recapitulation) 39,896.89 . . SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTL V-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ".._....____J..._.____"..._______..__~_____._,._.._____.__ ~-_., ------. ------..------.,.------- -.- ----.---- __~___._.....n." ______..._". ---.--------------..,.,-.---------. ESTATE OF Dyer, Dorothy D FILE NUMBER 21 - 03 - 0824 __ _________,,' ..-..--_--0 --------- --------- ...------ 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 Norma D. Otstot 2-C Round Ridge Road Daughter Mechanicsburg, P A 17055 B A. Edwin Dyer 414 Brandy Lane Son Mechanicsburg, P A 17055 JOINTL Y OWNED PROPERTY: -. -f .- ----,- -~- 1- -- LETTER DATE DESCR.IP:IO~ ~F PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Incl~d7 n~me ,?f ~nanClallnstltution and bank ,a?count number DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT or Similar Identifying number. Attach deed for JOintly-held real I VALUE OF ASSET INTEREST DECEDENT'S INTEREST estate. + ------- -..------,.-,-- - - .._...._----~---,-,_._-_._----_....~------~---,----- --.-.--- .,._._-~----------~----.._._---'._-- 1 A & B 06/15/1995 PNC Bank Checking Account I 4,854.00 33% 1,601.82 . No. 5080517861 I -.,------~._--- ------- -..------- J_~ ~_~__n__ TOTAL (Also enter on line 6, Recapitulation) 1,601.82 ro_~_ ~ SOEDll.EH I RN:RA.EXPENSES& INHERITANCE TAX RETURN AIJf.WS1RAI1VE cosrs RESIOCNT DECEDENT --- - ---- ESTATE OF Dyer, Dorothy D I FILE NUMBER 21 - 03 - 0824 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER --- A. FUNERAL EXPENSES: 1 Neill Funeral Home 864.94 B. ADMINISTRATIVE COSTS: 18,770.84 1. Personal Representative's Commissions Norma D. Otstot C::n,..;~1 c::"',......u.. "'..~ha"'..\ '.1::'''1 "I. 'mber of Personal Representative(s): T Street Address 2-C Round Ridge Road . City Mechanicsburg State ~ Zip 17055 I . Year(s) Commission paid 2. Attorney's Fees Diane G. Radcliff, Esquire 11,262.50 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills, Cumberland County 392.00 Filing fee - Inventory 10.00 Filing fee - Inheritance Tax Return 15.00 5. Accountant's Fees 6, Tax Retum Preparer's Fees 7. Other Administrative Costs 1 Legal Advertisement - Cumberland Law Journal 75.00 2 Legal Advertisement - The Sentinel 105.53 Total of Continuation Schedule(s) 1,313.81 -- TOTAL (Also enter on line 9, Recapitulation) 32,809.62 *' ScI1ed.E H FU1eICII Expenses & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN Adnir'Iistraiva Costs coniooed RESIDENT DECEDENT -- --~--"""~'--~'------~--- .._~----_.__._---_."-------------------_..._------ -----..--- -------------------_.._._._------_..-.~---- _____.______m..______.__..____.___.... ____n_ __. '_"_____ ESTATE OF Dyer, Dorothy D FILE NUMBER 21 - 03 - 0824 _______.u 3 AllState - Car Insurance 57.85 4 Waste Management - OctoberlNovemberlDecember 35.39 5 Upper Allen Township - 3rd Qtr. Sewer 100.00 6 Norma Otstot - remibursement: costs of sale of house; car cleaning; memorial lunch 364.88 7 Bud Westover - Lawn maintenance 10/8/03 & 10121/03 100.00 8 United Water - water bill 22.14 9 Veterinary Bill (Maggie) 102.40 10 Sears - tires for car 214.86 11 PP&L - electric bill 41.02 12 Verizon - final telephone bill 7.69 13 Comcast - final cable bill 41.16 14 PP&L - final electric bill 25.46 15 AT&T - final telephone bill 5.81 16 United Water - final water bill 6.75 17 AllState - final homeowners insurance bill 28.80 18 I Estate Checks 27.60 19 2003 Income Tax Preparation - H & R Block 132.00 i I ____~___L_.._~_____.______~_..___..__ _ __________..______..______ -...-----. Page 2 of Schedule H .. I SCHEDULE I DEBTS OF DECEDENT, MORTGAGE COMMONWEALTH OF PENNSYLVANIA 1 LIABILITIES, & LIENS INHERITANCE TAX RETURN RESIOENT DECEDENT i -~.,.._---_._------------ "'--'- ~~- - -- - ------------...------.---.------ -"-~_._--~._--~-_.~-_._-- -_._---~_._-_.__._--,...,~-----_...._._---._._.._--------------.. . ..._.u____. --"':ALENUMBER--~--.- ESTATE OF Dyer, Dorothy D ____.___ ___~. J__~! - 03 - 0824 _.__ ~_______..._________ '0....._----- __'________..__._________.____ _ ._________ Include unreimbursed medical expenses. --.-'------- -_._.._----._-_._---_...~-----------,--------------- . ----------------..-.....---------- -.. ----.------ ----- ITEM DESCRIPTION AMOUNT NUMBER -- -.'...------- ---_.~--.-_..._-----_.- ------------..-----------.------------ 1 PP&L - Electric Bill (8/29/03 - 10/1/03) 69.07 2 2003 Pennsylvania Income Tax 23.00 --- _._--_.._----_._-~..__._~ ---._----~-~-------.- "--------- ----_._~---------._--- TOTAL (Also enter on Line 10, Recapitulation) 92.07 REV.1513 EX+ (9-00) ~ ~ SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT --------.. ~------_._~.._------_._~--.~,. ----~_... - ---------.. -------._~--------._._-~-_._----,_._._._------ ---..'.-..--------- --------- ----- .------ ----------- ----,..,...~-_._- - ._---_...~-_._.._~-_...,-------,.._--- ESTATE OF i FILE NUMBER Dyer, Dorothy D 21 _ 03 _ 0824 -- "---I -- ---- ""-.-- ---------.-------,.---1 RELATIONSHIP TO--I m.__________ NUMBER . NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT AMO~~~~~~~ARE _________..__.L______ _'__________n.______.________.__.______._,__,__~.___._____'_ _ Do Not UstTftJAtAB(S)--+_ .__~______________ I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Richard D. Dyer I Step-Son 1/3 residue 33 Holland Drive I Chalfont, PA 18914 2 Norma D. Otstot Daughter 1/3 residue 2-C Round Ridge Road Mechanicsburg, P A 17055 3 A. Edwin Dyer Son I 1/3 residue 414 Brandy Lane Mechanicsburg, P A 17055 i I , I Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover shee~ II. iNON-TAXABLE DISTRIBUTIONS: jlA. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE I B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I ______TOT~~O~~~T_I~ ENTE~ TOT~=_NO~~TAXAB== DIS_TRI~_U_ TIO~~O_ N_ LINE ~30F REV-1500 COV~R_ SHEE~ -- ...-------. _____ ....._'_______ ....________n______ ______ COMMO:MEALTH LAND TITLE INSURANCE COMPANY U.S. Department of Housing and Urban Development OMS No. 2502-0265 A. Settlement Statement Title Insurance No.D427714CP B. Type of Loan 1.[ ] FHA 2. [ ]FmHA 3 . [Xl Conv. Unins. I 6.File Number 17.Loan Number IS.Mortgage Insurance Case No. 4. [ ]VA 5. [ ] Conv. Ins. I I S03665 I C.Note: This form is furnished to give ybu a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(p.o.c)" were paid outside the closing; they are shown here for informational purposes and are not included in the totals. D.Name and Address of Borrower IE.Name and Address of Seller IF.Name and Address of Lender Richard W. Stoner and Denise C. Stoner I Norma D. Otstot, Executrix of the Estate I The First State Bank I of Dorothy D. Dyer I 660 Central Avenue I I Barboursville, WV 25504 I I I I I I G.Property Location I H.Settlement Agent 5 Mount Allen Drive I COMMONWEALTH LAND TITLE INSURANCE COMPANY Mechanicsburg, PA 17055 I Place of Settlement II.Settlement Date I 17 S MARKET SQUARE I I HARRISBURG, PA 17101 I November 21, 2003 Upper Allen Township, Cumberland County, PA I Linda K. Trively LKT I J. SUMMARY OF BORROWER'S TRANSACTION I K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: I 400. GROSS AMOUNT DUE TO SELLER 101.Contract sales price 153000.00 I 401.Contract sales price 153000.00 102.Personal property I 402.Personal property 103.Settlement charges to borrower (line 1400) 4129.88 I 403. I Adlustments for items paid by seller in advance I Adlustments for items paid by seller in advance 106.City/town taxes 11/21/03 to 12/31/03 34.41 I 406.City/town taxes 11/21/03 to 12/31/03 34.41 107.County taxes to 407.County taxes to 108.SCHOOL TAX 11/21/03 to 06/30/04 927.83 408.SCHOOL TAX 11/21/03 to 06/30/04 927.83 109.Sewer/Refuse 11/21/03 to 12/31/03 10.S3 409.Sewer/Refuse 11/21/03 to 12/31/03 10.83 120. GROSS AMOUNT DUE 420. GROSS AMOUNT DUE FROM BORROWER 158102.95 TO SELLER 153973.07 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201.Deposit of earnest money 1000.00 501.Excess Deposit (see instructions) 202.Principal amount of new loan(s) 122400.00 502.Settlement charges to seller (line 1400) 1635.00 203.Existing loan(s) 503.Existing loan(s) 206. I 506.Deposit or earnest money with seller 1000.00 I Adlustments for items unpaid by seller I Adlustments for items unpaid by seller 210.City/town taxes to I 510.City/town taxes to 211.County taxes to I 51l.County taxes to I 220. TOTAL PAID BY/FOR I 520. TOTAL REDUCTION AMOUNT BORROWER 123400.00 I DUE SELLER 2635.00 300. TOTAL AT SETTLEMENT FROM/TO BORROWER I 600. CASH AT SETTLEMENT TO/FROM SELLER 301.Gross amount due from borrower (line 120) 158102.95 I 601.Gross amount due to seller (line 420) 153973.07 302.Less amounts paid by/for borrower (line 220) 123400.00 I 602.Less reductions in amount due seller (line 520) 2635.00 303. CASH I 603. CASH ( [XX] FROM) ( [ ] TO) BORROWER 34,702.95 I ( [XX] TO) ( [ ] FROM) SELLER 151,338.07 I FORM 911 (4-88 ) HUD-1 (3-86) RESPA, HB4205-2 D427714CP Paqe 2 of Form Approved OMS No. 2502-0265 I PAID FROM I PAID FROM L. SETTLEMENT CHARGES I BORROWER'S I SELLER'S I FUNDS AT I FUNDS AT 700. TOTAL SALES/BROKER'S COMMISSION based on price $ 153000.00 @ % = I SETTLEMENT I SETTLEMENT Division of commission{line 700) as follows: I I 701.$ to I I 702.$ to I I 703.Commission Paid at Settlement I I 704.$ to I I 800. ITEMS PAYABLE IN CONNECTION WITH LOAN B01.Loan Origination Fee % to The First State Bank I I B02.Loan Discount .25 % to The First State Bank I 306.00 I B03.Appraisal Fee to Jack D. Taylor I 275.00 I B04.Credit Report to Equifax Mortgage Information Services I I B05.Lender's Inspection Fee I I BOB.Loan Processing Fee The First State Bank I 1.95.00 I 809.Tax Service Fee Trans America Tax Service I 65.00 I B10.Flood Certification Fee Loreta Corporation I 16.00 I 8ll.Underwriting/Document Review Fee The First State Bank I 250.00 I I I 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 90l.Interest from 11/21/03 to 11/30/03 @$ l7.B5 /day I 1.7B.50 I 901.1 Interest from to @$ /day I I 902.Mortgage Insurance Premium for mo. to I I 903.Hazard Insurance Premium for yrs.to State Farm Ins. [POC $300.00] I I I I 1000.RESERVES DEPOSITED WITH LENDER 1001.Hazard insurance mo.@$ per mo. I I 1002.Mortgage insurance mo.@$ per mo. I I 1003.City property taxes mo.@$ per mo. I I I 1004.County property taxes mo.@$ per mo. I I I I 1100. TITLE CHARGES 1101.Settlement or closing fee to I I 1102.Abstract or title search to I I 1103.Title examination to I I 1104.Title insurance binder to I I 110G.Notary Fee to Linda K. Trively I 10.00 I 5.00 (includes above items No.: ) 1****************1************** 110B.Title Insurance to COMMONWEALTH LAND TITLE I 1011.3B I (includes above items No. : 1101 - 1104) 1****************1************** 1109.Lender's coverage $ 122400.00 1****************1************** 1110.Owner's coverage $ 153000.00 1****************1************** ll12.ENDORSEMENT PA 300 to COMMONWEALTH LAND TITLE I 50.00 I ll13.ENDORSEMENT PA 100 - CO. to COMMONWEALTH LAND TITLE I 50.00 I ll14.ENDORSEMENT PA 900 (ALTA B .1) to COMMONWEALTH LAND TITLE I 50.00 I ll15.CLOSING SERVICE LETTER(CSL) to COMMONWEALTH LAND TITLE I 35.00 I I I 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201.Recording fees: Deed $ 40.50 Mortgage $ 67.50 Releases $ I 1.0B.00 I l202.City/county tax/stamps: Deed $ 1530.00 Mortgage $ I 1530.00 I l203.State tax/stamps Deed $ 1530.00 Mortgage $ I I 1530.00 I I 1300. ADDITIONAL SETTLEMENT CHARGES l303.4th Quarter Sewer/Refuse to Upper Allen Twp. Acct#52300l I I 100.00 I I l400.TOTAL SETTLEMENT CHARGES (entered on lines 103, SECTION J AND 502, Section K) I 4,1.29.88 I 1,635.00 FORM 912 (4-88 ) See page 3 for certification and signatures Page 3 of Form Approved OMB No. 2502-0265 Title Application No: D427714CP ~--- CERTIFICATION , I direct and authorize the Company to make the distributions indicated for my account on the attached HUD-1 Settlement Statement, recognizing that the Company is not responsible for the accuracy or validity of disbursement amounts or the completeness of disclosure of charges made by others. Disbursements made hereunder are guaranteed by the Company. Funds deposited with the Company in connection with the settlement are not held in trust, and interest or other valuable consideration may be earned and retained by the Company on such settlement funds I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and disbursements made on my account or by me in this transaction. I further certify that I have received a copy of the HUD-1 Settlement Statement. q((~Jr/~A~ X 7J ~ ]J, &L ~ {1~ 1-<201. ~k[/JLR Jt ...., Borrowers Sellers Address Address I have prepared is a true and accurate account of this transaction. I have caused or in accordance with this statement. II /~//a3 Date I I a crime to knowingl make false statements to the United States on this or any other similar form. Penalties upon conviction can include a fine and imprisonment. For details see: Title 18 U.S. Code Section 1001 and Section 1010. Form 471 (Rev. 11/87) . . . . . . . .".la~a~me~i~a. " . ". . '..COMMONV.JeALTHG\Nl?TITi..eINSURANCE 9 91:7:"28" , .'17 SOUTH MARKET SQUARE . ,. '"" , ",,;1;, ~,. 'i'" . , 'Commonwealth ",', ",\:.".::, SUITE".?~A'.:;:.,," ""',;;,i".",,:,ii:,',I', :;,',;::-,':,:;'::,'" ,,"'" HARRISBURGj,PA '17101 1""""'''011;'''''' "''''-:''':''''1 Iii FILE NO. ESCROW ACCOUNT DATE No 49917 2 ~.16OJ433 D427714CP LKT 11/21/03 PAY ONE',l-iUNDREE>F,IF'ry,"ONEl"+'fic;?P SANDTHREE;,HUN;DRED TH:J:;RT~ .,;,"'::'";"",,,,,.$/:,,'.......,,.,..:, ,"; ." EIGHT AND '0 71100 DOLL:J.\RS " ..' " "" ';,"";,,"",",,'1S'~:3':3.8'0.?, 'I".': ,[] , ,. "", . ., " "",., ~f~~Jl~~ts~i' "," TO Nor,maD .Otstot,Executr.ix of the ~ k: #W~ TbJ~""1 <,pr".Dorothy ..D. Dyer ORDER OF -~-.-~_._-----~':"-~-- -_.----- ii. .....;,i/'", '" "". ,,'~YTH 1~~()SI~~ATUF3~> '~'.: " .,~ ., ..~ ;-:,.,-";,, . ',',": ','_ ,.' .',:: ',",':i,"'_ ,":,',,',:,;':;"" ,:.-- _ 'd ':~,i:,I,' ',i', ',: - ":1,",,' '::"" ;'-",':" :,; "; :'i;:':~"',! ,"~: ;:i:,':,',i-:,.",I~;:.;,',~..' .----;7..,..----:-:....-~....-'AUTH6RiZ . GouN'inSIGNATURE. .' nl .... g g . 7 2 a III I; 0.... 3 j 0 . b 0 ~ I: 00 1. III 7 j .... 7111 DATE DESCRIPTION AMOUNT Bank 549 Check 4991728 Order No D427714CP Closed by LKT Property 5 Mount Allen #0000~3128 Buver." Stoner Seller Dver Estate '- 11/21/03 Net proceeds to seller(s) 151338.07 1 I $151338~07 0" CK.22 (10/02) COMMONWEALTIl LAND TIT1.E INSURANCE COMPANY - - I ~ t~OlJ-25-2003 15:41 PNCBI=lNK 412 758 3458 - P.02 J o PNCBAN< ~ - October 20, 2003 Norma D Otstpt scp 2-C Round Ridge Rd. Mechanicsburg, P A 17055 RE: Estate of Dorothy D Dyer (Deceased) SSN: 207-07-7642 DOD: 09-26-2003 Dear Ms. Otstpt: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account#5080517861 Established 06-15-1995 DOROTHY D DYER NORMA D OTSTOT A EDWIN DYER DOD balance: $4,853.73 + $0.27 accrued interest The decedent maintained INV # 32039032, For more information contact the brokerage department at 1-800-762-6111. Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements, If you need assistance with any of these items, please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. I Sincerely, ~ ;<7~~ Erica L Schlegel PNC Decedent Reporting Firstside Center 500 First Ave, 4th Fl elF Pittsburgh P A 15219-3128 1-800-762-1775 Member FDIC - TOTI=lL P.02 , FmM&rBank 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (302) 934-2909 Fax (302) 934-2955 December 3, 2003 Diane G Radcliffe, Esquire Attorney At Law 3448 Trindle Road Camp Hill, P A 17011 Re: Estate of Dorothv D Dver Social Securitv: 207-07-7642 Date of Death: Sevtember 26, 2003 Dear Sir or Madam: Per your inquiry dated November 6, 2003, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Certificate of Deposit Account Number 31003914625173 Ownership (Names oj) Dorothy D Dyer Norma D Otstot, POA Opening Date 10/15/98 Balance on Date of Death $7,394.45 Accrued Interest $ 126.55 Total --$7~52T67i---------------"---------------------------------- 2. Type of Account Savings Account Account Number 15004206019851 Ownership (Names oj) Dorothy D Dyer Norma D Otstot, POA Opening Date 10/28/85 Balance on Date of Death $25,615.75 Accrued Interest $ .49 Total ..$25~616:i4m...._..-.-m. ......mmm...... ......m............... For further account information, closures and/or reimbursement of funds please call the Mechanicsburg Office at #717-255-2031. Please be advised, there was no safe deposit box found for the above decedent. . . BRICKERS AUCTION Buy & Sell on Commission - Complete Sale Service 93 Texaco Rd., Mechanicsburg, PA 17055 766-5785 Personal Property of 2.. ..JZ-..( Address Sold AtPublic-Sille 20 '""';7 0:::::> Outstanding Total Sale Total Checks Total Cash Cash After Payout Expenses Auctioneer & Clerks 'SO O~ 0 ~ Adv. Cost Ov Sale Setup or Help /010 J Total Expenses (; J () A 00 r~M i ~ / '- t 5 -0 - /( :;;rC!-!J ~ 4C{ ~, o~- - /3SLf i~ _ S ~ l-Le.s~ ~ lJl')) ---- - Thank You For Selecting Chuck Bricker, Auctioneer & Staff . Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of D),~I",_~()r~thY ~________ _ .. . _________ No. 21 - 03 - 0824 ----_.._-,-,------- also known as Date of Death 9/26/2003 ___ _________n_ , Deceased Social Security No. 207-07-7642 --------- -- Norma D. Otstot __ .n____ __________.._._,__ -... -~.._._------ -- ....-- --- -..-------------- ---------- The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate located 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 the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Personal Representative Attorney: Diane G. Radcliff Signature: ~:z;. ~ -- --- --------- ------ Norma D. Otstot I.D. No.: 32112 Signature: ------------- - --- --- -------------- Signature: ..- Address: 3448 Trindle Road Address: 2-C Round Ridge Road Camp Hill, P A 17001 Mechanicsburg, P A 17055 Telephone: 717/737-0100 Telephone: (717) 766-0194 ---_.--.-..._------'.. -----...-...------ ----_..._~--------_._~._--_._.- "~-'---"'- Dated: -------..-- ._.~------ Personal Property PNC Bank Investment Brokerage Account 182,511.79 No.: 32039032 Agere Systems 68.35 M & T Bank Savings Account 25,620.17 No.: 15004206019851 M & T Bank Certificate of Deposit 7,526.81 No.: 31003914625173 'L-! .~'PC'\uln:J Personal Property sold at auction !8~:) 1,354.55 1995 Geo Automobile 4,900.00 8E: 8 'if Z l tlVW va. AllState - auto insurance refund 40.05 Tom Seltzer - stamps , .>038 70.00 /J ,i.)~)Gl::i (Attach additional sheets if necessary) Total Personal Property and Real Estate $373,815.10 ~. . Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of ~er, D()l"~hy D .. No. 21 - 03 - 0824 ---- ------------ --.- ---- - also known as Date of Death 9/26/2003 ---------------. . Deceased Social Security No. 207-07-7642 ---- Comcast Cable refund 70.11 Highmark Blue Shield Refund 262.37 Waste Management - Refund 13.73 Loose Coins 39.10 Total Personal Property $222,477.03 2 ~ Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of Dyer, Dorothy D No. 21 - 03 - 0824 ------ ---- -----_.-._-_._..._---------------...-._..._.~------ also known as Date of Death 9/26/2003 -...._---- , Deceased Social Security No. 207-07-7642 ....---- Real Estate 5 Mt. Allen Drive 151,338.07 Mechanicsburg, P A 17055 (See Settlement Sheet Attached) Total Real Estate $151,338.07 3 COMMONWEALTH OF PENNSYLVANIA '* BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE ,INHERITANCE TAX DIVISION DEPT. Z8060l HARRISBURG, PA l71Z8-060l NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE . OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP 1Ol-05l DATE 05-17-2004 ESTATE OF DYER DOROTHY D DATE OF DEATH 09-26-2003 c'l ~ Q.(..._FILE NUMBER 2103-0824 '04 1';,>\\ LLl ,u .\,S COUNTY CUMBERLAND DIANE G RADCLIFF ATTY ACN 101 3448 TRINDLE RD , '. I Allount Rellitted I CAMP HILL PA 17BOl CI'.',-- 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 ~ R-E"y =iS4j-EX--AFP-foY:oiY-NoYicE--OF-YNHEifiTAifcE-YA'jrAPPRAisEHENT~--Ai:.l-owAiicE-1fR------------ ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DYER DOROTHY D FILE NO. 21 03-0824 ACN 101 DATE 05-17-2004 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 151 , 338 . 07 NOTE : To insure proper 2. Stocks and Bonds (Schedule B) (2) 182,580.14 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 subllit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this forll with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 39 ,896 .89 tax paYllent. 6. Jo intly Owned Property (Schedule F) ( 6) 1 , 6 0 1 . 82 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 375,416.92 APPROVED DEDUCTIONS AND EXEMPT~ONS: 32,809.62 9. Funeral Expenses/Adll. CostS/M1SC. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 92.07 11. Total Deductions (11) 32.901 69 12. Net Value of Tax Return (12) 342,515.23 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 342,515.23 NOTE: I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) . 00 X 0 0 = . 00 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 342,515.23 X 045= 15,413.18 17. Allount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Allount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= 15,413.18 TAX CREDITS: DATE 'NliHBER INTEREST/PEN P~~D (_) AMOUNT PAID 12-19-2003 CD003352 770.66 26,035.93 TOTAL TAX CREDIT 26,806.59 BALANCE OF TAX DUE 11,393.41CR INTEREST AND PEN. .00 TOTAL DUE 11,393.41CR It IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) - . RESERVATION: Estates of decedents dying on or before December lZ, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z3 of ZOOO. (n P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your paYMent to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF MILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13l3). Applications are available at the Office of the Register of Wills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: l-800-36Z-Z050; services for taxpayers with special hearing and I or speaking needs: l-800-447-30Z0 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z8lDZl, Harrisburg, PA l7lZ8-l0Zl, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z8060l, Harrisburg, PA l71Z8-060l Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-15Dl) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar Months after the decedent's death, a five percent (51.) discount of the tax paid is allowed. PENALTY: The 151. tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (61.) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through Z004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ~ ~ mlI-l99l -nr- :1i1lD'!1IT mn. ---w- .ooom- 1983 161. .000438 199Z 91. .ODOZ47 ZOOZ 61. .000164 1984 111. .000301 1993-1994 n .OD019Z Z003 51. .000137 1985 131. .000356 1995-1998 91. .000Z47 Z004 41. .000110 1986 101. .000Z74 1999 n .00019Z 1987 101. .000Z74 ZOOO n .00019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessllent. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. REV-1470 EX (6-88) . '* INHERITANCE TAX , EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FilE NUMBER Dorothy D Dyer 2103-0824 REVIEWED BY ACN Sandra J Eslinger 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES J 1 Changed tax rate from 15 percent to 4.5 percent since a step-son is a lineal beneficiary. ROW Page 1 DIANE G. RADCLIFF, ESQUIRE 3448 Trindle Road, Camp Hill, PA 17011 Phone: 717-737-0100 Fax: 717-975-0697 E-mail: dianeradcliff@comcast.net January 10, 2005 "" = (") = Co crt <- ~:.: ::IJ :0- '.:) u (") % Register of Wills ~~:c I - "4rn .~::o N Cumberland County Courthouse "": (j) 7' C~~) -)00 :t"" --'11 -n One Courthouse Square ..~~I. '~=2 --fl =rc c"5 - _ ____ f"Tl Carlisle, PA 17013 ,j$ - ~--1 .. Ci') 0 ~ W -r1 -J Re: Estate of Dorothy D. Dyer No, 21-03-0824 Dear Sir/Madam: Enclosed please find the following documents with respect to the above referenced estate: 1. Original and three copies of the Supplemental Inheritance Tax Return; 2. Check payable to the Register of Wills in the amount of $1,182.42. Please file the original return with your office and return clocked in copies to me in the envelope provided together with a receipt for the payment of the additional inheritance tax. I have enclosed my check in the amount of $15.00 to cover the cost of filing. Thank you for your attention to this matter. Very truly yours, DC~~;E ~-1 I DGR/dd Enclosure(s): Supplemental Inheritance Tax Return Check Return envelope cc: Norma D. Otstot, Executrix File ~,~ ~ "0. :'V""'EX+{'r~ a_AL REV_1500FFICIALUSEONLY I COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN FILE NUMBER OEPAR6~~~T2~6~~VENUE RESIDENT DECEDENT 21 03 0824 HARRISBURG, PA 17128-0601 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Dyer, Dorothy D 207-07-7642 .... ifi DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE c ~ 09/26/2003 09/02/1910 REGISTER OF WILLS C (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER o 1. Original Return 2. Supplemental Return 0 3. Remainder Return (date of death prior to 12-13-82) w ~ VI 0 4. Limited Estate 4a. Future Interest Compromise (date of death after 0 5. Federal Estate Tax Return Required IS a: :.: 12-12-82) wll.g 5li! -' 0 6. Decedent Died Testate (Attach copy 7. Decedent Maintained a Living Trust (Attach 8. Total Number of Safe Deposit Boxes ll: ID of Will) copy of Trust) <( 0 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death between 0 11.Election to tax under Sec. 9113(A) (Attach Sch 0) !Z l!I iRM NAME (If applicable) . ~ Diane G Radcliff Attorney at Law 3448 Tnndle Road II. ., Camp Hill, P A 17001 ELEPHONE NUMBER 717/737-0100 N 1. Real Estate (Schedule A) (1) None c5FFICIAL U~NL Y Fl.l ::0 L. <;...) U :::> ( ") 2. Stocks and Bonds (Schedule B) (2) N one ~ () S;,:: i=!-.J I-;~' r- "_~ 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None. :::; s=J N 8 .' U) ;;>" " c=) 4. Mortgages & Notes Receivable (Schedule D) (4) None (:YO:o-, i -il .) ~-=-- -n "'_ -~-l 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 28 577.0 6 =l~ =- ~~ (S~hedule E) , --j.. C) 6. JOintly Owned Property (Schedule F) (6) None C,) -'f"l ~ 0 Separate Billing Requested CO j 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None i:! (Schedule G or L) ~ 8. Total Gross Assets (total Lines 1-7) (8) 28,577.06 u II! 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 2,30 1 .00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) (11) 2,301.00 12. Net Value of Estate (Line 8 minus Line 11) (12) 26,276.06 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 26,276.06 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) - ~ 16.AmountofLine14taxableatlinealrate 26,276.06 x .045 (16) 1,182.42 .... - ;5 ::> ~ 17.Amount of Line 14 taxable at sibling rate x .12 (17) o u S 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 1,182.42 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ~it~.i~jl"""_ Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) .. . ,~, f"~:~; -- I ,Decedent's Complete Address: STREET ADDRESS 5 Mt. Allen Drive CITY Mechanicsburg I STATE PA I ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1 ) 1,182.42 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount Total Credits (A + 8 + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (0 + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 1 Line 20 to request a refund 1,182.42 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) 1,182.42 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.................................................................................. ~ ; b. retain the right to designate who shall use the property transferred or its income;.................................... c. retain a reversionary interest; or...................... ................. ........................................................... ................ d. receive the promise for life of either payments, benefits or care?.............................................................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without I8J receiving adequate consideration?....................... ................. .......................... .................................................... D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... D I8J 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which D I8J contains a beneficiary designation? ............. ................... ....................... ....................................................... ........ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pe~ury. I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE Nor a D. Otstot 2-C Round Ridge Road i 10/1):) Mechanicsburg, P A 17055 ADDRESS DATE I//o/a,j- ADDRESS DATE 3448 Trindle Road Camp Hill, P A 17001 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 P.S. 99116 (a) (1.1) (i)1. 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. 99116 (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 stepparent of the child is 0% [72 P.S. 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 P.S. 99116 (a) (1)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. . SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I FILE NUMBER Dyer, Dorothy D 21 - 03 - 0824 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 DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Settlement payment from Commonwealth of Pennsylvania on Eminent Domain taking 28,577.06 Executrix is requesting abatement of interest from 6/26/2004 until filing of supplemental return due to the Commonwealth's delay in making payment. TOTAL (Also enter on Line 5, Recapitulation) 28,577.06 . . SCHEDULEH FUNERAL EXPENSES & COMMONWEALTH OF PENNSYLVANIA JUJlINIS1RA1lVE COSTS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Dyer, Dorothy D I FILE NUMBER 21 - 03 - 0824 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1,429.00 1. Personal Representative's Commissions Norma D. Otstot Social Security Number(s) I EIN Number of Personal Representative(s): 176-34-8233 Street Address 2-C Round Ridge Road City Mechanicsburg State PA Zip 17055 - Year(s) Commission paid 2. Attorney's Fees Diane G. Radcliff, Esquire 857.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Filing Fee - supplemental return 15.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 TOTAL {Also enter on line 9, Recapitulation} 2,301.00 REV-1513 EX+ (9-DOI . SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Dyer, Dorothy D I FILE NUMBER 21 - 03 - 0824 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE ft.. "_0' J. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Richard D, Dyer Step-Son 1/3 Residue 33 Holland Drive Chalfont, P A 18915 2 Norma D. Otstot Daughter 1/3 Residue 2-C Round Ridge Road Mechanicsburg, P A 17055 3 A. Edwin Dyer Son 1/3 Residue 414 Brandy Lane Mechanicsburg, P A 17055 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART" - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET . STATEMENT OF ACCOUNT ESTATE OF DOROTHY D. DYER v. COMMONWEAL TH OF PENNSYLVANIA, DEPARTMENT OF TRANSPORTATION Claim No.: 2104083 Fina] Payment of Just Compensation, Delay $45,627.00 Damages, and Section 610 Limited Reimbursement of fees Per Stipulation of Settlement LF:SS: Section 6] 0 Reimbursement (not subject - 500.00 to attorney fees) $45,127.00 LF:SS: Attorney fees (1/3 of$45,127.00) - 15,042.3 3 LESS: Engineering Fees (Herbert, Rowland - 2,007.61 and Grubic, Inc.) $28,077 .06 PUJS: Section 610 Reimbursement + 500.00 TOTA L NET PROCEEDS OF SETTLEMENT $28,577 .06 PAY ABLE TO CLIENT I, Norma Otstot, Executrix of the Estate of Dorothy D. Dyer, herebyackno,vledge <lgrcclllent with the Statement of Account set forth above and receipt of the Tot<ll Net Proceeds ))<lyable to cI ielll as set forth therein. ESTATE OF DOROTHY D. DYER I 'l'l ' .'1I L c;: /.~~ / Jf a It t.j: /" . 7/ . f By: jl-!rJut P tYlSi!'-<, c'tC: D<lte Norma Otstot, Executrix " .. COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004827 RADCLIFF DIANE GILBERT 3446-3448 TRINDLE ROAD CAMP HILL, PA 17011 ACN ASSESSMENT AMOUNT CONTROL NUMBER _____u_ fold -------.-- -------- 101 I $1,182.42 ESTATE INFORMATION: SSN: 207-07-7642 I FILE NUMBER: 2103-0824 I DECEDENT NAME: DYER DOROTHY D I DATE OF PAYMENT: 01/12/2005 I POSTMARK DATE: 01/10/2005 I COUNTY: CUMBERLAND I DATE OF DEATH: 09/26/2003 I I TOT AL AMOUNT PAID: $1,182.42 REMARKS: DIANE RADCLIFF CHECK# 1127 INITIALS: RSK SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS r . . . . .- I 13~'O'lSOd SO I I I ,- i ~ 01 8 ;; g I- e>> ~ r" ~ N <3 ~ l.fl ,- lA. .,.- '\""' ;: ] ~ iIt 0_ ~ i 0 M31SV'H I - -- ca :E UJ UJ as - (.) .... ! .- LL II.> en ;:i ~ ~ en 'g &~ ::::::0 0 ..... U (/) r--- ~ ell.>...... t...., 9 ~ < o 0 ~ t) o..c:= n t:ju'g.2 '50 "0 o.~ ~aui 1::II.>U II.> !:: ~o U ~ .... .... 0 r-- LI. .... !: ~Cl~ ...I :s c( z (.) Oc( Q .0::> cC=:LJ..I~ IX ....J(/) >ClZ ......zz CJ Za::LJ..I ct:1-a.. LI.I 0 00 _ Z !:q-...J cC c:C q- :::! _ (V)::I: Q a.. ~ c( () - . ... ~. .. .. .. ... IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NO. 21-03-0824 ESTATE OF DOROTHY D. DYER, DECEASED CERTIFICATE OF SERVICE 1 hereby certify that on I served a true and correct copy of the First and Final Account of the Estate of Dorothy D. Dyer, Deceased, and Notice of Audit upon the heirs of the Estate, Richard D. Dyer, A. Edwin Dyer and Norma D. Otstot, by Certified Mail, addressed as follows: Date of Service: July 18, 2005 A. Edwin Dyer 414 Brandy Lane Mechanicsburg, PA 17055 Date of Service: July @a005 =0 Yc '-...r q :;> '~nc '-->0, -, c= ~:o --I Richard D. Dyer 33 Holland Drive Chalfant, PA 18914 Norma D. Otstot 2-C Round Ridge Road Mechanicsburg, PA 17055 Date of Service: July 10, 2005 The Certified Mail return receipt mailing card, or a copy thereof, for the foregoing is attached hereto as Exhibit "A" and made a part hereof. /~~( ~448 Trindle Road Camp Hill, PA 17011 Phone: (717) 737-0100 Fax: (717) 975-0697 Supreme Court ID # 32112 Attorney for the Estate of Dorothy D. Dyer ?' SENDI':R: COMPLETE THIS SECTION . Complete Items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attaoh this card to the back of the mail piece, or on the front if space permits. ,. Article Addressed to: COMPLE"rF THIS SECTION ON DELIVERY x [J Agent D Addressee B. Received by (Printed tv. C. Date of Delivery 'R~A-tD 1) -::bve-{\ 7- I B . oS'" D. Is delivery address different from nem I? DYes If YES, enter delivery address below: D No 'I)~ Af). aiy-UJ ..3.3 ~t<nd.- ~. (Yz~d72 -il ?c::0 I %9/'1 3. Se~ Type ~rtffied Mall o Registered o Insured Mall D Express Mail [J Return Receipt for Merchandise DC.a.D. 4. Restricted Delivery? (Extra Fee) 0 Yes 2. Article Number (1l1Insl\lr from service IabeQ PS Form 3811. February 2004 7004 0750 0004 1090 6254 Domestic Return Receipt 102595-02-M-1540 EXHIBIT "A" CERTIFIED MAIL RETURN RECEIPT CARD SENDER: COMPLETE THIS SECTION . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. X . Print /four name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mail piece, or on the front if space permits. 1. Article Addressed to: {).~~ ~/</ ~dy LJ;.I}~ /l7.UYll1n It:.&bu(j p~ /70S 2. Article Number (Tmnsfer from MfVIoe I8baI) PS Form 3811, February 2004 . . . 3. .!!JP'iCB Type ~rtilled Mail o Registered o Insured Mail o Express Mall o Retum Receipt for Merchandise o C.O.D. 4. Restricted Delivery? (Extra Fee) 0 Yes 7004 0750 0004 1090 6247 102595-02-M-1540 \ Domestic Return Receipt EXHIBIT "A" CERTIFIED MAIL RETURN RECEIPT CARD , . SENDER: COMPLETE THIS SECTION . Complete items 1, 2, and 3. Also complete item 4 it Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back ot the mail piece. or on the front it space permits. 1. Article Addressed to: A/ ~a... D. OT'5 IVr 2-~ f?ound R'dJ~ Rd, m~Ch:1nl C6 b-u~ PaJ I '70sS- 2. Article Number (fransfer from service u. PS Form 3811. February 2004 COMPLETE THIS SECTION ON DELIVERY 3.~e lYpe rtitled Mall o Registered o Insured Mall 4. Restricted Delivery? (Extra Fee) DYes 7004 0750 0004 1090 6230 t02595-o2-M-1540 Domestic Return Receipt EXHIBIT "A" CERTIFIED MAIL RETURN RECEIPT CARD . " IN RE: FIRST AND FINAL ACCOUNT OF NORMA D. OTSTOT, EXECUTRIX OF THE ESTATE OF DOROTHY D. DYER IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION NO. 21-2003-0824 ORDER OF COURT AND NOW, this 23rd day of August, 2005, upon consideration of A. Edwin Dyer's Objections to the First and Final Account of the Executrix of the Estate of His Mother, Dorothy D. Dyer and Petition for Appointment of an Auditor, Stacy B. Wolf, Esq., is hereby appointed as auditor in the above estate. BY THE COURT, .T. William E. Miller, Jr., Esq. Alicia S. Miller, Esq. 1822 Market Street Camp Hill, PA 17011 Attorneys for A. Edwin Dyer, Objector Diane G. Radcliff, Esq. 3448 Trindle Road Camp Hill, PA 17011 Attorney for the Estate of Dorothy D. Dyer and for Norma D. Otstot, Executrix (~ "'" c-:, C::l c~ .-:J: r, r- C -r >",--;" '',. ~,.. t~""- (;'j ;"',) (' c:o c ,_' r ',/"") S' } Stacy B. Wolf, Esq. 37 South Hanover Street Suites 201-202 Carlisle, P A 17013 Auditor fv CJl :rc ctR FIRST AND FINAL ACCOUNT OF NORMA D. OTSTOT, EXECUTRIX FOR THE ESTATE OF DOROTHY D. DYER, LATE OF UPPER ALLEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION 21-2003-0824 IN RE: OBJECTIONS TO ACCOUNT ORDER OF COURT AND NOW, this 23rd day of August, 2005, upon consideration of A. Edwin Dyer's objections to the first and final account of the executrix of the estate of his mother, Dorothy D. Dyer, and Petition for Appointment of an Auditor, this account will not be confirmed at this time, and the Court will appoint an auditor in the matter. By the Court, J. William E. Miller, Jr., Esquire Alicia S. Miller, Esquire , \ \.)':)~S crl'llJ~ / 4 1822 Market Street \ C\\ e...o. Camp Hill, PA 17011 For Objector f)~ l/,I{)~"- "'" ' \fl \ uS, Diane G. Radcliff, Esquire - "\~\ ~~ 3448 Trindle Road Camp Hill, PA 17011 :mae r<' C~ c::;) r,;:fl (/) ,'" --0 I -n C,.) e.,q \.D e~ STATUS REPORT UNDER RULE 6.12 NAME OF DECEDENT: Dorothy D. Dyer DATE OF DEATH: September 26, 2003 WILL NO.: 21-03-0824 ADMIN. NO. Pursuant to Rule 6..12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No X 2. If the Answer is No, state when the personal representative reasonably believes that the administration will be complete: March 2006 3. If the Answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: September 9. 2005 tn ( -"~ u c -" i ~ l C L l - ( -" ( "" c_) l C c , '- L t,.".::": c......,; 3448 Trindle Road. Camp Hill. P A 17011 Address (717) 737-0100 Telephone number Capacity: _ Personal Representative ~ Counsel for personal representative 0J~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 8/30/2005 RADCLIFF DIANE GILBERT 3446-3448 TRINDLE ROAD CAMP HILL, PA 17011 RE: Estate of DYER DOROTHY D File Number: 2003-00824 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/26/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ - GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge (. ()I vI IN RE: FIRST AND FINAL ACCOUNT OF NORMA D. OTSTOT, EXECUTRIX OF THE THE ESTATE OF DOROTHY D. DYER IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA i -~:j I' 11 i~l ;1: J I 1. Dorothy D. Dyer ("Testatrix'), late of Upper Allen Township, Cumberland C01t1ty, Pennsylvania, died 26 September 2003. i , 2. Testatrix died testate, naming her daughter Norma D. Otstot as Executrix ("Executrix') of No. 21-2003-0824 : ORPHANS COURT DIVISION A. EDWIN DYER'S WITHDRAWAL OF OBJECTIONS TO THE FIRST AND FINAL ACCOUNT OF THE EXECUTRIX OF THE EST ATE OF HIS MOTHER, DOROTHY D. DYER her Will. 3. Under the terms of her Will, Dorothy D. Dyer's three children, Norma D. Otstot, Richard D. Dyer and A. Edwin Dyer ("Objector"), are to share equally in her Estate. I. 4. Executrix filed a First and Final Account, together with an accompanying Stateme~ of Proposed Distributions to Beneficiaries, with the Orphans Court Division of the Cumberland County q~urt I of Common Pleas. ! 5. On or about 19 August 2005, Objector A Edwin Dyer filed Objections to the First and Fnm Account and Statement of Proposed Distributions to Beneficiaries of Executrix. j . I 6. Testatrix lived a frugal lifestyle throughout her lifetime and it was her intent to leavf' her Estate in equal shares to her three children. I 7. In 1995, in order to facilitate being able to pay Testatrix's household and other l~ving expenses when Testatrix was not be able to do so due to health or other reasons, Testatrix adder her daughter, Norma D. Otstot, and her son, A. Edwin Dyer, as signatories to her personal bank account, 1Jilded exclusively by Testatrix's personal assets. ! ' i. 8. Starting in 1999, as a result of her health issues, Testatrix was admitted, from time to!tlime, for medical and nursing care at Bethany Village and Messiah Village (both Cumberland County resid~~tial nursing care homes) and at Holy Spirit Hospital (a Cumberland County general hospital), spending ~UCh of the final three years of her life in residential care. I I II . I , - ,,~ ) I Ul II 9. Executrix maintained exclusive possession of Testatrix ' s checkbook in the final years of her life, both while in and out of residential care, to facilitate being able to pay Testatrix's household and other living expenses when Testatrix was not be able to do so due to health or other reasons. , I 10. Testatrix's bank records reflect many checks were drawn on her account for "Cash" $d signed in Testatrix's name when Testatrix was in residential care or in poor health. 11. In the last three years of Testatrix's lifetime, although large amounts of cash were regula!rly withdrawn from Testatrix's bank account, there were no observable changes in Testatrix's style or m~er of living, leading Objector to believe that such sums withdrawn were not used for the benefit of Tes14~rix herself. 12. Objector believes and alleges that Executrix used her position as power of attorney! Fd holder of a joint account with her mother to gain access to Testatrix's assets and use them for her qwn personal gain during Testatrix's lifetime. 13. Objector believes and alleges that as a result of Executrix's use of Testatrix's assets for I her own personal gain, the Testatrix's Estate was diminished and the share in the distribution therefrom aflthe other two beneficiaries of the Estate, Richard D. Dyer and Objector, was decreased. 14. Executrix had a fiduciary duty to Testatrix, her mother, to use the funds in her mo*r's checking account for the benefit of Testatrix and in a manner Testatrix desired. 15. Despite diligent efforts, Objector has been unable to obtain the services of an expert wiltpess I who can conclusively state that the checks drawn on the Testatrix's bank account for "Cash" were not signed by Testatrix but were signed by another person. 16. Because Objector has been unable to obtain the services of an expert witness, Objeqmr is unable to sustain his Objections to the First and Final Account and Statement of Proposed DistributiJbs to Beneficiaries of Executrix and must withdraw his Objections to the First and Final Account of the Exe~htrix of the Estate of his mother, Dorothy D. Dyer. WHEREFORE, Objector, A. EDWIN DYER, withdraws his Objections to the First and! Final Account of the Executrix and the accompanying statement of Proposed Distributions to Beneficiari~s. William E. Miller, Jr., Esquir Alicia S. Miller, Esq' MILLER & A CIA TES, PC 1822 Market treet Camp Hill, PA 17011 ! Telephone: (717) 737-9211 or Fax: (717) 737-9~15 ID Nos. 07220 and 82099 Dated 170'( ~~ , I VERIFICA nON The undersigned, A. EDWIN DYER, hereby verifies and states that: 1. He is the son of Dorothy D. Dyer; and 2. He is the Objector in the foregoing objections; and 3. The Facts set forth in the foregoing Withdrawal of Objections are true and correct td the best of his knowledge, or information and belief; and 4. He is aware that false statements herein are made subject to the penalties of 18 Pa. C.S. ~4904, relating to unsworn falsification to authorities. Dated: / u -; r/' t?' / ~~~ A. EDWIN DYER II IN RE: FIRST AND FINAL ACCOUNT OF NORMA D. OTSTOT, EXECUTRIX OF THE THE ESTATE OF DOROTHY D. DYER IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA No. 21-2003-0824 : ORPHANS COURT DIVISION CERTIFICATE OF SERVICE I, William E. Miller, Jr., Esquire, attorney for Objector, A. Edwin Dyer, hereby certify that I c<;l.~sed a true and correct copy of the foregoing Withdrawal of Objections to be served by first class mail, PQ~tage prepaid, and facsimile machine on the date set forth below, upon the following individual as attorney fdr the Executrix: Diane G. Radcliff, Esquire 3448 Trindle Road Camp Hill, P A 17011 Dated: 10 October 2005 r ~ RECEIVED OCT 12 200~ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF Dorothy D. Dyer Deceased NO. 21-2003-0824 ORDER OF COURT AND NOW, this 4 day of October, 2005, the Objections/Exceptions to the Account having been withdrawn, the within account is confirmed and distribution directed in accordance with the schedule. By the Court, J. \.~'l~~,:.. Ii('''>l'\)~\j \'.~~ C \'\\ll....,Q l--:S~) \~ l\)'\\'~Wc \<~'\;),l'~~ ) \'\l-\~r~S ~'\ ~~\'\. ~~'K. 2>~""\h"l<. \l'~ '0~\>S () tJ) -.-) RK. IN RE: ESTATE OF DOROTHY DYER IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-03-824 ORDER OF COURT AND NOW, this 27th day of October, 2005, upon agreement of counsel, the auditor's fee in the above matter, as indicated on the attached invoice, shall be paid by the objector, A. Edwin Dyer. BY THE COURT, William E. Miller, Jr., Esq. Alicia S. Miller, Esq. 1822 Market Street Camp Hill, PA 17011 Attorney for Objector Diane G. Radcliff, Esq. 3448 Trindle Road Camp Hill, PA 17011 Stacy B. Wolf, Esq. Wolf and Wolf 37 South Hanover Street Suite 201 Carlisle, P A 17013 Court-appointed Auditor '! ,) , '..Y.J -ry '.,) 0'1 :rc NoV. L ~on5 ~leD TO'. \NN\.E. rV~.LLl1:::RSR.GSQ. ~ALltl A-n~L.lER,E:~, bl (1Nl;.. KffDCU F~,ND.'J ftNb ~TrL'-l \3. WO~E:::m. VIA ~P5. EN V >--R:ZO'l1 Dill B\f\J1LOGe OLE:R. ~b Wolf & Wolf, Attorneys At Law 37 South Hanover Street Suite 201 Carlisle, P A 17013-3307 Date: 10/27/2005 William E Miller Miller & Associates, p.e 1822 Market Street Camp Hill, PA 17011 Regarding: Invoice No: Dyer, In re: Estate of Dorothy D., (Deceased) 583 Services Rendered Date Staff Description Hours Rate ~s 8/29/2005 SBW Ltr to Radcliff 0.20 $110.00 $22.00 9/02/2005 SBW Letter to Radcliff 0.20 $110.00 $22.00 9/07/2005 SBW Review of objections including exhibits 1.00 $110.00 $110.00 9/08/2005 SBW Preliminary conference with counsel 0.60 $110.00 $66.00 10/18/2005 SBW Ltr to Radcliff & Miller 0.20 $110.00 $22.00 10/20/2005 SBW Call from Attorney Miller 0.20 $110.00 $22.00 Total Fees $264.00 Total NewOwges $264.00 Previous Balance so.oo Balance Due $264.00 "'-. -,',;," LAW OFFICES OF MILLER & ASSOCIATES-J PC William E. Miller, Jr. Alicia S. Miller 1822 MARKET STREET · CAMP Hill, PA 17011 TEL: (717) 737-9210. FAX: (717) 737-9215 Of Counsel: Michael L. Bangs 10 November 2005 Stacy B. Wolf, Esquire Wolf & Wolf, Attorneys at Law Suites 201-202 37 South Hanover Street Carlisle, PA 17013 Re: Estate of Dorothy D. Dyer, Deceased C.C.P. Cumberland County, Orphans' Court Division No. 21-2003-0824 Dear Ms. Wolf: Enclosed herewith is check number 773 of A. Edwin Dyer, Objector in the above matter, made payable to Wolf & Wolf, Attorneys at Law, in the amount of $264. This check represents payment in full of your firm's invoice number 583, dated 27 October 2005, for your services as Auditor in the above Estate. Payment of this invoice satisfies the Order of Court dated 27 October 2005. Thank you for your consideration in this matter. Very truly yours, MILLER & ASSOCIATES, PC By:~ William E. Miller, Jr. WEM/mlj Enclosure cc: The Honorable J. Wesley Oler, Jr. Cumberland County Register of Wills Diane G. Radcliff, Esquire A. Edwin Dyer ,-) (J~ C':) )'"'- ~. pt STATUS REPORT UNDER RULE 6.12 NAME OF DECEDENT: Dorothy D. Dyer DATE OF DEATH: September 26, 2003 WILL NO.: 21-03-0824 ADMIN. NO. Pursuant to Rule 6..12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: 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: a. Did the personal representative file a final account with the court? Yes x No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: November 15,2005 3448 Trindle Road, Camp HilL PA 17011 Address (717) 737-0100 Telephone number , '_ ~ _;~L' ~:-~V\(1J lUI JCK) SJJ\lHdtlO -l] \ II '--''' -i" ,<oj j.J Capacity: _ Personal Representative ----X- Counsel for personal representative 6S : I /old 8/ A O.~I r>nn7 I. 'Il ~lU:J" je}' , '(\ ..~- ''-'....._.!\.,./ Vt