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HomeMy WebLinkAbout02-1060HEATH L. ALLEN N. DAVID RAHAL CHARLES W. RUBENDALL II ROBERT L. WELDON EUGENE E. PEPINSKY, JR. JOHN H. ENDS III GARY E. FRENCH DONNA S. WELDON BRADFORD DORRANCF_ JEFFREY S. STOKES ROBERT R. CHURCH STEPHEN L. GROSE R. SCOTT SHEARER WAYNE M. PECHT ELYSE E. ROGERS CRAIG A. LONGYEAR DONALD M. LEWISIlI BRIDGET M. WHITLEY JOHN A. FEICHTEL ANN McGEE CARBON ELIZABETH J. GOLDSTEIN BARBARA A. GALL STEPHANIE KLEINFELTER KEEPER WOOD ALLEN &RAHAL, LLP 210 WALNUT STREET P. O. BOX 11963 HARRISBURG, PA 17108-1963 PHONE (7171 255-8000 EIN No. 23-0716135 www.keeferwood.com November 21, 2002 ESTABLISHED IN 1878 OF COUNSEL: SAMUEL C. HARRY WEST SHORE OFFICE: 415 FALLOWFIELD ROAD CAMP HILL, PA 17011 17171 612-5800 WRITER'S CONTACT INFORMATION: (717) 255-8027 E-mail address: bwhitley(gkeeferwood com a~-oa o~ Donna Otto Deputy Register of Wills 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Kenneth E. Quickel Dear Ms. Otto: Enclosed for probate, please find the following documents: 1. Petition for Probate and Grant of Letters -the Bucks County Register of Wills administered the Oath of Personal Representative to Stephen W. Quickel 2. Last Will and Testament of Kenneth E. Quickel, consisting of five (5) pages. 3. Death Certificate for Kenneth E. Quickel 4. Rev. 346 -Estate Information Sheet I am enclosing a check in the amount of $387.00 to cover the following costs: Probate fee ($500,000 estate) 340.00 Extra pages of Will (4 x $3) 12.00 JCP fee 5.00 10 short certificates @ $3 30.00 If you require any additional money in order to probate this Will, please contact me. You may forward the Certifiicate of Grant of Letters and the short certificates to me, at our office in Harrisburg. Thank you for your assistance. Very truly yours, KEEPER WOOD ALLEN &RAHAL, ~~r By: ~~k~.u~rn ' ~~'~- Bridget M. Whitley Enclosure PETITION FOR PROBATE and GRANT OF LETTERS Estate of -Kenneth E. Quickel No. ~~ De~ ~Q~~ also known as To: Register of Wills for the Deceased. County of Cumberland in the Social Security No. 201-18-9805 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executor named in the last will of the above decedent, dated Fehrrrary 17 , 19~.$._ and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylv ma, with h is last family or principal residence at 1700 Market StrPPt, Camp H; 1 l (list street, number and muncipality) Decendent, then 93 years of age, died October 31 , X9; 2002 , at Hol~Spirit Hosgital. East Pennsboro Tw}~, Pennsvlvan;a Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 500, 000.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. v V C o,-. Stephen W a ~ h5 (:hanPl Rnarl ppn ~,o ~or Hnnc PA ~H~~$ cd va ~, w. 7 ~ C b0 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1 COUNTY OF B ~.c.KS ~ ss 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 represen- tative(s) of the above decedent petitioner(s) will well and tr administer the estate according to law. Swor to or affirme~nd subscribed ~- v~ be me this day of ~~ ~ 2002 'Stephen W. Quickel a 0 Register No. 21-2002-1060 Estate of KENNETH E. QUICKEL Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW NOVEMBER 27th, gg 2002, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated February 17, 1998 described therein be admitted to probate and filed of record as the last will of Kenneth E. Quickel _ , and Letters Testamentary are hereby granted to Sr phen W 0~~; ~kel ,~ ,~ /- ~~~/' Register of Wills ~ /` f ~~`-~ ~~ ~`' Donna M. Otto; 1st Deputy ~ V~ FEES 3 `f ~'• ~~ Probate, Letters, Etc. ......... ~ ~ Bridget M. Whitley (~~33580) Short Certificates(lo) .......... ~ % ~ O O ATTORNEY (Sup. Ct. LD. No.) ....... _ Renu~~ $ /ca?f d`~ Keefer p 0 Bo Wood Allen & Rahal, LLP PA 1 H ; Gb ~ g x 11963 7108-1963 ' j P v ~ f" c ~ ~"`'"~ IU•0~ , , ADDRESS TOTAL r. ~. ~. .. , $ ~'~_'.,~QaY•-d 20Q2 OVerr'ber 27th ~?1?1 7 55-ftn~7 . , Filed .~ -~~~~~~~~~~~ .. , ....... , PHONE MAILED LE`ITERS TO ATTORNEY BRIDGET M. WHITLEY ON NOV 27th 2002 __ _ _ _ n - 1 .. ~' ~~~az-lo~0 LAST WILL AND TESTAMENT OF KENNETH E. QUICKEL I, KENNETH E. QUICKEL, of the Borough of Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will and Testa- ment, hereby revoking any will previously made by me. I - I direct the payment of all my just debts and funeral penses out of my estate as soon as may be practical after my ath. II - I devise and bequeath all of my automobiles and all other SAIDIS, GUIDO, SHUFF & MASLAND 2109 Mazket Street Camp Hill, PA articles of personal or household use, including household goods, :urniture and personal effects, to my wife, Carolyn C. Quickel. should my said wife predecease me, then I devise and bequeath said .terns to my children, Stephen W. Quickel, Kenneth E. Quickel, Jr., .nd Carolyn Gouse, to be divided among them as they may agree, or n the absence of any agreement, as my executor my think appropri- te. Should any of my said children not be living at the time for istribution, then I direct that my executor hereafter named shall istribute some of said articles of personal or household use to he children of my deceased child, as he deems appropriate. III - I make the following bequests: A. The sum of $3,000 or 30 of my estate, whichever is .ess, to Johns Hopkins School of Medicine, as a memorial in my name .o be used by said school as they deem appropriate. B. $2,000 or 2% of my estate, whichever is less, to [arrisburg Hospital, Harrisburg, Pennsylvania. "ji f ~F' r ~' IV - I devise and bequeath ail the rest, residue and remainder of my estate of whatever nature and wherever situate unto Dauphin Deposit Bank and Trust Company, Harrisburg, Pennsylvania for the following uses and purposes: A. My trustee shall have, hold, manage, invest and reinvest the assets governed by such trust, collect the income and, beginning at my death, pay over the net income of such trust to my wife, Carolyn C. Quickel, during her lifetime, in installments no less frequently than quarterly. B. Upon the death of my said wife, the trust shall SAH)IS, GUIDO, 5HUFF & MASLAND 2109 Mazket Street Camp Hill, PA terminate and the trustee shall: 1. Pay to each of my living grandchildren (not including step-grandchildren) the sum of $5,000, said bequests to be held by the trustee at interest until my grandchildren respec- tively attain the age of 21 years. My trustee is authorized to place the bequests in an interest-bearing account subject to the foregoing condition. Should the total of the bequests exceed 500 of my net estate, they shall be reduced proportionately so that the total of the bequests equals 50% of my net estate. 2. Distribute the balance of the trust fund to my children, the share of a deceased child or children to be paid to his o-r her issue per stirpes . In making distribution, I direct that my trustee deduct from the shares of the residue of my estate payable to my children the balance of any loan or loans which I made to them during my lifetime and that said balance or balances be treated as advancement of part of his or her share of my estate. 3. Should any child be deceased so that his or her children are entitled to a share of the residue of the trust, the share of any of my grandchildren who are under the age of 21 years shall be held at interest until they respectively attain the age of 21 years. ~~ - I appoint Dauphin Deposit Bank and Trust Company of Harrisburg, Pennsylvania, guardian of any property which passes lT I ~r' _ _ _ _ _ r under this Will or otherwise to a minor or an incompetent and with ', (respect to which I am authorized to appoint a guardian. and have not otherwise specifically done so. Such guardian shall have the power to use principal as well as income from time to time for the minor's education and support or to make payment for those purposes without further responsibility to the minor or to any person taking scare of the minor. The said guardianship shall terminate as to beach beneficiary when he or she reaches the age of 21 years, if a minor, or when declared competent, if an incompetent. till - My trustee herein named shall have the following powers SAH)IS, GUIDO, SHUFF & MASLAND 2109 Mazket Street Camp Hill, PA !land duties, in addition to those vested in it by law and other '(provisions of this Will: A. To retain any or all of the assets of this trust, real or personal, including its own stock, without regard to any principal of diversification or risk. B. To invest in all forms of property, including stock, common trust funds and mortgage investment funds whether operated by it or others, without restriction to investments authorized for Pennsylvania fiduciaries, as it deems proper, without regard to any principle of diversification or risk. C. To sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as it deems proper. D. To allocate receipts and expenses to principal or income or partly to each as it from time to time thinks proper in its sole discretion. E. To make payment to the parents or guardians of any minor or incompetent beneficiary. F. To hold property in my name or in its name, or in the name of a nominee or unregistered. j ~ ~; ,~ 1 1 `-~ 3 ,ti G. To lend to, or purchase from, my executor even though '', my trustee my also be such executor. H. Should the income payable to any of the beneficiaries in the trusts created under this Will be, in the sole discretion of the Trustee, insufficient to pay for the support, maintenance and education of any of the beneficiaries in the manner to which they have become accustomed, then my trustee is authorized to invade the principal from time to time and make payment for these purposes. VII - I appoint my son, Stephen W. Quickel, Executor of this, my Last Will and Testament. Should my said son fail to qualify or cease' to act as such, then I appoint my son, Kenneth E. Quickel, Jr., to act in this capacity. Should he fail to qualify or cease to act as such, then I appoint my daughter, Carolyn Gouse, to act in this capacity. None of my personal representatives shall be required to post bond in this or any jurisdiction. IN WITNE-7SS WHEREOF, I have hereunto set my hand and seal on this the .. l l ~ day of 199~.~~~ ~ 1 /~~~ l\.x ~;~.- ~:,lr- I ,;~. ;;~A~~- ( SEAL) Kenneth E. Quickel. SAIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill, PA Signed, sealed, published and declared by KENNETH E. QUICKEL, Testator therein named, on this and four (4) other sheets of paper as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Na,/m~e ~~ Name _/` N A7d' dress Address 4 COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) WE, the undersigned, the testator and the witnesses, respectively, whose names are signed to the foregoing instrument, 'being first duly sworn, do hereby declare to the undersigned 'authority that the testator signed and executed the instrument as 'his Last Will and Testament and that he signed willingly (or 'willingly directed another to sign for him), and that he executed it as his free will and voluntary act for the purposes therein .expressed, and that each of the witnesses, in the presence and '.hearing of the testator signed the will as witnesses and that to the best of their knowledge the testator was at that time eighteen ,years of age or older, of sound mind, and under no constraint or undue influence. Testator Witness Witness SAIDI5, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill, PA Subscribed, sworn to and acknowledged before me by the testator, land subscribed and sworn to before me by both witnesses, this ~/ ~ j/-f - day o f /--~t~U/~-~t/~ 19 9~ i~ Notary Public __~...~ .NC~ARiAL SEAL JULYE E. SOWERS, Notary Public Camp Hill, Cumberland County My Commission Expires Jan. 31, 2000 5 (/~ n ~ ( ~I F-1 ~^ ~.~.., ~I 1 CT1 ~` v N off z ~ ~~, •n ~..d ~ m F-1 t1j ~ l ~~ c V x o~ o~ a x .-. ,~~ .Vi w l r~ ~ '7c r x ~ v to t~~i x `i p ~i '-n ~ .~ ~ w o ~ -Ni v~ rnn b _ ~~ ~ N ~ m ~ ~ ~ H v ~ ° ~ ~ ~' ~~. ° ~ ~ o ~ ~~K z d ((~ ~ 1 ~l~ ~( \J \ `---~ \~ i ~ ~ 1> ~~ L, ~~~ ~~ N (D O 1 .~ 3 w ,°1, o ro a ~, ~ J J ~ ~ ~ ~ Q ~ ae = a .° ~ u a ~ ~ ~ U ,~ ~ ~ ~ ~ ~ "i N ~ ~ r~ u ~ a~ x ~~a Ow o ~ ~ ~ ~ Ch U ~, k+ u) O O .. . ~ Ol N . E E ~ a t 0 W E O ~ ~ A ~ + W O U H ~ d w . ••-~ W E U a ~ U HEATH L. ALLEN KEEPER WOOD ALLEN &RAHAL, LLP N. DAVID RAHAL 210 WALNUT STREET CHARLES W RUBENDALLII ROBERT L. WELDON P. O. BOX 11963 EUGENE E. PEPINSKY, JR. HARRISBURG, PA 17108-1963 JOHN H. ENDS III GARY E. FRENCH PHONE 1717) 255-8000 DONNA S. WELDON _ BRADFORD DORRANCE EIN No. 23-0716135 JEFFREY S. STOKES www.keeferwood.com ROBERT R. CHURCH STEPHEN L. GROSE R. SCOTT SHEARER WAYNE M. PECHT November 26, 2002 ELYSE E. ROGERS CRAIG A. LONGYEAR DONALD M. LEWISIII BRIDGET M. WHITLEY JOHN A. FEICHTEL ANN McGEE CARBON ELIZABETH J. GOLDSTEIN BARBARA A. GALL STEPHANIE KLEINFELTER Cumberland County Register of Wills Attention: Sue Koser Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Kenneth E. Quickel ESTABLISHED IN 1878 OF COUNSEL: SAMUEL C. HARRY WEST SHORE OFFICE: 415 FALLOWFIELD ROAD CAMP HILL, PA 17011 17171 612-5 800 WRITER'S CONTACT INFORMATION: (717) 255-8027 E-mail address: bwhitley@keeferwood.com Dear Sue: Enclosed please find a check in the amount of $5.00 to cover the additional JCP fee to open the above-referenced Estate. Very truly yours, KEEPER WOOD ALLEN & `RAHAL, LLP By: ~~. `~?7 ~,C~ 4 Bridget M. Whitley Enclosure i ~ ~ -~ ~'_ i" ~ l'.) ~~ ~ Ir ,~, `I ., Ey, i\ ~1 ~' ~ I ~ ~ ~ ~~ J CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Kenneth E. Quickel Date of Death: Will No To the Register: October 31, 2002 2002-01060 I certify that notice of estate administration required by Rule 5.6 of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above- captioned estate on December 20, 2002: Stephen W. Quickel Kenneth E. Quickel, Jr. Carolyn Q. Gouse Stephen J. Quickel Jennifer Q. Waring Robert Quickel Mary Beth Q. Swanson David Quickel Kenneth Gouse Dennis L. Gouse Jr. PinnacleHealth Foundation Johns Hopkins c/o Michelle L. Glennon, Esq Wyman Park Bldg., 7`h Floor, 3400 N. Charles St. Baltimore, MD 21218 65 Chapel Road, New Hope, PA 18938 435 Elliott Road, Centerville, MA 02632 306 Rapley Road, Genesee, PA 16923 3101 Pheasant Run Drive, Cinnaminson, NJ 08077 125 Glen Riddle Road, Media, PA 19063 1750 Johnson Drive, Stillwater, MN 55082 316 Union Avenue SE, Grand Rapids, MI 49503 4825 River Road, Waterbury, CT 05676 47 Eagle Place, West Haven, CT 06516 448 Paddletown Road, Etters, PA 17319 P.O. Box 8700, 17 S. Market Square, Harrisburg, PA 17105 -Attn: Christopher Markley Notice has now been given to all persons entitled thereto under Rule 5.6 (a). Date: December 23, 2002 Capacity: . ~• L~'k-mac Bridget .Whitley, Esq. Keefer Wood Allen & Rahal, LLP P.O. Box 11963 Harrisburg, PA 17108-1963 Counsel for Personal Representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND PENNSYLVANIA In re Estate of Kenneth E. Quickel, deceased, TO: Stephen W. Quickel 65 Chapel Road New Hope, PA 18938 Please take notice of the death of decedent and the grant of letters to the personal representative named below. The Decedent, Kenneth E. Quickel, died on the 31st day of October, 2002 at Holy Spirit Hospital, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representative of the Decedent is Stephen W. Quickel, 65 Chapel Road, New Hope, PA 18938, telephone number (215) 862-1313. The Will has been filed with the Office of the Register of Wills of Cumberland, 1 Courthouse Square, Carlisle, PA 17013-3387, Phone number (717) 240-6345. A copy of the Will may be obtained by contacting the Register of Wills and paying the charges for duplication. Date: December 23, 2002 Capacity ~. ~ ~ D' Bridget .Whitley, Esq. Keefer Wood Allen & Rahal, LLP P.O. Box 11963, Harrisburg, PA 17108 Telephone (717) 255-8027 Counsel for Personal Representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND PENNSYLVANIA In re Estate of Kenneth E. Quickel, deceased, TO: Kenneth E. Quickel, Jr. 435 Elliott Road Centerville, MA 02632 Please take notice of the death of decedent and the grant of letters to the personal representative named below. The Decedent, Kenneth E. Quickel, died on the 31st day of October, 2000, at Holy Spirit Hospital, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representative of the Decedent is Stephen W. Quickel, 65 Chapel Road, New Hope, PA 18938, telephone number (215) 862-1313. The Will has been filed with the Office of the Register of Wills of Cumberland, Courthouse Square, Carlisle, PA 17013-3387, Phone number (717) 240-6345. A copy of the Will may be obtained by contacting the Register of Wills and paying the charges for duplication. Date: December 23, 2002 ~ rn - Bridge M. Whitley, Esq. Keefer Wood Allen & Rahal, LLP P.O. Box 11963, Harrisburg, PA 17108 Telephone (717) 255-8027 Capacity: Counsel for Personal Representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND PENNSYLVANIA In re Estate of Kenneth W. Quickel, deceased, TO: Carolyn Q. Gouse 306 Rapley Road Genesee, PA 16923 Please take notice of the death of decedent and the grant of letters to the personal representative named below. The Decedent, Kenneth E. Quickel, died on the 31st day of October, 2000, at Holy Spirit Hospital, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representative of the Decedent is Stephen W. Quickel, 65 Chapel Road, New Hope, PA 18938, telephone number (215) 862-1313. The Will has been filed with the Office of the Register of Wills of Cumberland, 1 Courthouse Square, Carlisle, PA 17013-3387, Phone number (717) 240-6345. A copy of the Will may be obtained by contacting the Register of Wills and paying the charges for duplication. Date: December 23, 2002 /~~ ~ Bridget M. Whitley, Esq. Keefer Wood Allen & Rahal, LLP P.O. Box 11963, Harrisburg, PA 17108 Telephone (717) 255-8027 Capacity: Counsel for Personal Representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND PENNSYLVANIA In re Estate of Kenneth W. Quickel, deceased, TO: Stephen J. Quickel 3101 Pheasant Run Drive Cinnaminson, NJ 08077 Please take notice of the death of decedent and the grant of letters to the personal representative named below. The Decedent, Kenneth E. Quickel, died on the 31st day of October, 2000, at Holy Spirit Hospital, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representative of the Decedent is Stephen W. Quickel, 65 Chapel Road, New Hope, PA 18938, telephone number (215) 862-1313. The Will has been filed with the Office of the Register of Wills of Cumberland, 1 Courthouse Square, Carlisle, PA 17013-3387, Phone number (717) 240-6345. A copy of the Will may be obtained by contacting the Register of Wills and paying the charges for duplication. Date: December 23, 2002 _ ~~ ~ ~ ~~~-~.y Bridget M. Whitley, Esq. Keefer Wood Allen & Rahal, LLP P.O. Box 11963, Harrisburg, PA 17108 Telephone (717) 255-8027 Capacity: Counsel for Personal Representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE W hether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND PENNSYLVANIA In re Estate of Kenneth W. Quickel, deceased, TO: Jennifer Q. Waring 125 Glen Riddle Road Media, PA 19063 Please take notice of the death of decedent and the grant of letters to the personal representative named below. The Decedent, Kenneth E. Quickel, died on the 31st day of October, 2000, at Holy Spirit Hospital, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representative of the Decedent is Stephen W. Quickel, 65 Chapel Road, New Hope, PA 18938, telephone number (215) 862-1313. The Will has been filed with the Office of the Register of Wills of Cumberland, Courthouse Square, Carlisle, PA 17013-3387, Phone number (717) 240-6345. A copy of the Will may be obtained by contacting the Register of Wills and paying the charges for duplication. Date: December 23, 2002 lo~=~fc~" ~• ~~~-~ Bridget M. Whitley, Esq. Keefer Wood Allen & Rahal, LLP P.O. Box 11963, Harrisburg, PA 17108 Telephone (717) 255-8027 Capacity: Counsel for Personal Representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND PENNSYLVANIA In re Estate of Kenneth W. Quickel, deceased, TO: Robert Quickel 1750 Johnson Drive Stillwater, MN 55082 Please take notice of the death of decedent and the grant of letters to the personal representative named below. The Decedent, Kenneth E. Quickel, died on the 31st day of October, 2000, at Holy Spirit Hospital, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representative of the Decedent is Stephen W. Quickel, 65 Chapel Road, New Hope, PA 18938, telephone number (215) 862-1313. The Will has been filed with the Office of the Register of Wills of Cumberland, 1 Courthouse Square, Carlisle, PA 17013-3387, Phone number (717) 240-6345. A copy of the Will may be obtained by contacting the Register of Wills and paying the charges for duplication. Date: December 23, 2002 '~! • V~~~-~ Bridge M. Whitley, Esq. Keefer Wood Allen & Rahal, LLP P.O. Box 11963, Harrisburg, PA 17108 Telephone (717) 255-8027 Capacity: Counsel for Personal Representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND PENNSYLVANIA In re Estate of Kenneth W. Quickel, deceased, TO: Mary Beth Q. Swanson 316 Union Avenue SE Grand Rapids, MI 49503 Please take notice of the death of decedent and the grant of letters to the personal representative named below. The Decedent, Kenneth E. Quickel, died on the 31st day of October, 2000, at Holy Spirit Hospital, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representative of the Decedent is Stephen W. Quickel, 65 Chapel Road, New Hope, PA 18938, telephone number (215) 862-1313. The Will has been filed with the Office of the Register of Wills of Cumberland, Courthouse Square, Carlisle, PA 17013-3387, Phone number (717) 240-6345. A copy of the Will may be obtained by contacting the Register of Wills and paying the charges for duplication. Date: December 23, 2002 ~• Bridge M. Whitley, Es . Keefer Wood Allen & Rahal, LLP P.O. Box 11963, Harrisburg, PA 17108 Telephone (717) 255-8027 Capacity: Counsel for Personal Representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND PENNSYLVANIA In re Estate of Kenneth W. Quickel, deceased, TO: David Quickel 4825 River Road Waterbury, CT 05676 Please take notice of the death of decedent and the grant of letters to the personal representative named below. The Decedent, Kenneth E. Quickel, died on the 31st day of October, 2000, at Holy Spirit Hospital, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representative of the Decedent is Stephen W. Quickel, 65 Chapel Road, New Hope, PA 18938, telephone number (215) 862-1313. The Will has been filed with the Office of the Register of Wills of Cumberland, Courthouse Square, Carlisle, PA 17013-3387, Phone number (717) 240-6345. A copy of the Will may be obtained by contacting the Register of Wills and paying the charges for duplication. Date: December 23, 2002 ~~f -_~-' ~ ' ~~~ Bridget M. Whitley, Esq. Keefer Wood Allen & Rahal, LLP P.O. Box 11963, Harrisburg, PA 17108 Telephone (717) 255-8027 Capacity: Counsel for Personal Representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND PENNSYLVANIA In re Estate of Kenneth W. Quickel, deceased, TO: Kenneth Gouse 47 Eagle Place West Haven, CT 06516 Please take notice of the death of decedent and the grant of letters to the personal representative named below. The Decedent, Kenneth E. Quickel, died on the 31st day of October, 2000, at Holy Spirit Hospital, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representative of the Decedent is Stephen W. Quickel, 65 Chapel Road, New Hope, PA 18938, telephone number (215) 862-1313. The Will has been filed with the Office of the Register of Wills of Cumberland, Courthouse Square, Carlisle, PA 17013-3387, Phone number (717) 240-6345. A copy of the Will may be obtained by contacting the Register of Wills and paying the charges for duplication. Date: December 23, 2002 ~ `r I ~<~~ K-~t Bridge M. Whitley, Es . Keefer Wood Allen & Rahal, LLP P.O. Box 11963, Harrisburg, PA 17108 Telephone (717) 255-8027 Capacity: Counsel for Personal Representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND PENNSYLVANIA In re Estate of Kenneth W. Quickel, deceased, TO: Dennis L. Gouse, Jr. 448 Paddletown Road Etters, PA 17319 Please take notice of the death of decedent and the grant of letters to the personal representative named below. The Decedent, Kenneth E. Quickel, died on the 31st day of October, 2000, at Holy Spirit Hospital, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representative of the Decedent is Stephen W. Quickel, 65 Chapel Road, New Hope, PA 18938, telephone number (215) 862-1313. The Will has been filed with the Office of the Register of Wills of Cumberland, 1 Courthouse Square, Carlisle, PA 17013-3387, Phone number (717) 240-6345. A copy of the Will may be obtained by contacting the Register of Wills and paying the charges for duplication. Date: December 23, 2002 ~~ Bridget M. Whitley, Es . Keefer Wood Allen & Rahal, LLP P.O. Box 11963, Harrisburg, PA 17108 Telephone (717) 255-8027 Capacity: Counsel for Personal Representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND PENNSYLVANIA In re Estate of Kenneth W. Quickel, deceased, TO: PinnacleHealth Foundation P. O. Box 8700 17 S. Market Square Harrisburg, PA 7105 Please take notice of the death of decedent and the grant of letters to the personal representative named below. The Decedent, Kenneth E. Quickel, died on the 31st day of October, 2000, at Holy Spirit Hospital, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representative of the Decedent is Stephen W. Quickel, 65 Chapel Road, New Hope, PA 18938, telephone number (215) 862-1313. The Will has been filed with the Office of the Register of Wills of Cumberland, 1 Courthouse Square, Carlisle, PA 17013-3387, Phone number (717) 240-6345. A copy of the Will may be obtained by contacting the Register of Wills and paying the charges for duplication. Date: December 23, 2002 • ~~`"~ Bridget .Whitley, Esq. Keefer Wood Allen & Rahal, LLP P.O. Box 11963, Harrisburg, PA 17108 Telephone (717) 255-8027 Capacity: Counsel for Personal Representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND PENNSYLVANIA In re Estate of Kenneth W. Quickel, deceased, TO: Johns Hopkins c/o Michelle L. Glennon, Esq. Wyman Park Bldg. 7`h Floor 3400 N. Charles St. Baltimore, MD 21218 Please take notice of the death of decedent and the grant of letters to the personal representative named below. The Decedent, Kenneth E. Quickel, died on the 31st day of October, 2000, at Holy Spirit Hospital, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representative of the Decedent is Stephen W. Quickel, 65 Chapel Road, New Hope, PA 18938, telephone number (215) 862-1313. The Will has been filed with the Office of the Register of Wills of Cumberland, 1 Courthouse Square, Carlisle, PA 17013-3387, Phone number (717) 240-6345. A copy of the Will may be obtained by contacting the Register of Wills and paying the charges for duplication. Date: December 23, 2002 Bridget .Whitley, Esq. Keefer Wood Allen & Rahal, LLP P.O. Box 11963, Harrisburg, PA 17108 Telephone (717) 255-8027 Capacity: Counsel for Personal Representative P I ~ , r 1 Y ran ~ ..~ ~ ' ~ ~ ~ i ,. +~ 1 `'~ `p~ ~; w ~~ 1 U ~ s ~~ ~ v ~~ ,\ V `X~ Iv ~ j ~ U a . "1 ~~ 1 ~ ~ J y.\~~ ~ `b \R ~ M 0 ~t^ ~ ~" \ ~ ~. ~ ~Y ~ h 6 S ~ ~~ t Stephen W. Quickel 65 Chapel Road New Hope, PA 18938 Phone 215-862-1313 Fax 215-862-0399 E-mail: swguickel(a~comcast.net January 30, 2003 Register of Wills for Cumberland County Cumberland County Courthouse Hanover and High Streets Carlisle, PA 17013 Re: Estate of Kenneth E. Quickel Date of Death: October 31, 2002 No. 2002-01060 To the Register: The enclosed check, in the amount of $21,000, is tendered as a prepayment of the Pennsylvania Inheritance Tax due on the above- referenced Estate. Please send the receipt for this payment to me, at my address indicated above. Sincerely, Stephen W. Quickel Executor, Estate of~Kenneth E. Quickel Enclosure COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX111-96) NO. CD 0021 18 QUICKEL STEPHEN W 65 CHAPEL ROAD NEW HOPE, PA 18938 -------- fold ESTATE INFORMATION: ssN: 2o~-is-sso5 FILE NUMBER: 2102-1060 DECEDENT NAME: QUICKEL KENNETH E DATE OF PAYMENT: 02/03/2003 POSTMARK DATE: 01 /31 /2003 couNTY: CUMBERLAND DATE OF DEATH: 1 0/31 /2002 AMOUNT ACN ASSESSMENT CONTROL NUMBER 101 ~ S 21, 000.00 I TOTAL AMOUNT PAID: REMARKS: STEPHEN W QUICKEL CHECK# 0097 SEAL INITIALS: JA RECEIVED BY: DONNA M_ ~TTn S 21, 000.00 DEPUTY REGISTER OF WILLS REGISTER OF WILLS - 'w# UNITED 576TES rosini sEavi~E 0000 17013 ~ ~, -,.. ~. ~, ~~ c.: C. t _~ :: Keefer 210 Walnut Street Wood ~ P.0. Box 11963 Allen Harrisburg, PA 17108-1963 I Rahal, LLP ~~ -_ -~ Register of Wills for Courth used County `rO: Cumberland County 1 Courthouse Square Carlisle, PA 17013 I ~ ~ VIII ~ ~ VIII ~,,,,,II„II,I„I,I pETURN REG~a~'T ~_ U.SPAPOUSTAGE SOLEBURY.PA 18963 JUaM0UNT03 X6.03 00084953-0i Stephen W. Quickel 65 Chapel Road New Hope, PA 18938 July 29, 2003 Register of Wills for Cumberland County l Courthouse Square Carlisle, PA 17013 Re: Estate of Kenneth E. Quickel No. 1060 of 2002 Dear Register: Enclosed for filing, please find two copies of the Pennsylvania Inheritance Tax Return and one copy of the Inventory for the above-referenced Estate. I also enclose a check in the amount of $25 for your filing fee; there is no tax due on the return. Please confirm the filing of the return and inventory by date stamping the enclosed confirmation copies, and returning them to my attorney in the enclosed self-addressed, stamped envelope. Thank you for your assistance in this matter. ~'~ i ~~ :_~ Very truly yours, Stephen W. Quickel Executor r~ a REV"1500EX{6.OQ} 11~ IO'S-It) i/ OFFCIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 20~ -.J06'L__ YEAR NUMBER COUNTY CODE DECEDENTS NAoME (LAST, FIRST, AND MIDDLE INITIAL) ~ Quickel, Kenneth E ~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD.YEAR) ~ 10/31/2002 7/4/1909 W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAL) C SOCIAL SECURITY NUMBER 201-18-9805 THIS RETURN MUST BE FILED IN DUPLICATE WITH 1'1iE REGISTER OF WILLS SOCIAL SECURI1Y NUMBER W I- lI:::!!:OO 0"''' wo.o ,,00 0"'-' 0.10 0. .. 00, D4 006 D. Original Return Limited Estate Decedent Died Testate (Attach copy of Will) litigation Proceeds Received o 2. Supplemental Return 0 3. Remainder Return (date 01 death pOOrto 12-13-82) D 4a. Future Interest Compromise (datl! of death after 12-12~62) D 5, Federal Estate Tax Return Required 00 7. Decedent Maintained a Living Trust (Attach c.opy 01 Trust) ----.!... 6. Total Number of Safe Deposit Boxes o 10. Spousal Poverty Credit (date of death between 12_31_91 an::l1-1.95) D 11. Election to tax under Sec. 9113(A)(AttaGhSChO) ~ Z "' Q Z Q iJ; Jli is u THIS SECTION MUST BE COMPLETED. ALL CORRESPONOENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Bridget M. Whitley FIRM NAME (If Applicable) Keefer Wood Allen & Rahal LLP TELEPHONE NUMBER P.O. Box 11963 Harrisburg, PA 17108-1963 0:-' ~ - 717-255-8027 1. Real Estate (Schedule A) (1) 2 Stocks and Bonds (Schedule B) (2) 3 Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4 Mortgages & Notes Receivable (Schedule 0) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) Z 6 Jointly Owned Prcpert)l ,Schedule F) (6) 0 o Separate Billing Requested ~ ~ 7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) ::> (Schedule G or L) l- ii: 8. Total Gross Assets (total Lines 1-7) ~ W 9 Funeral Expenses & Administrative Costs (Schedule H) (9) a: 10. Debts of Decedent, Mortgage Liabilities, & Liens (Sdledull!1) (10) ". Total Deductions (tolal Lines 9 & 10) ~,., d w 0.00 313,480.68 0.00 0.00 179,670.53 0.00 ij=PFFICIAl USE ONLY o I .:0. I:""",) U; 51,786.22 544,937.43 (8) 15,641.67 42,937.48 (11) 58,579.15 486,358.28 5,000.00 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (12) (13) 14 Net Value Subject to Tax (Line 12 minus line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax 0.00 Z rate, or transfers under Sec, 9116 (a)(1.2) 0 1= 16. Amount of Line 14 taxable at lineal rate 481,358.28 .. ... :0 0.00 0. 17 Amount of line 14 taxable at sibling rate :; 0 0.00 0 18. Amount of Line 14 taxable at collateral rate >< .. Tax Due I- 19. (14) 481,358.28 (19) 0.00 21,661.12 0.00 0.00 21,661.12 x,OO_(15) x ,045-- (16) x 12 (17) x 15 (1B) 20. ~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 2W46451.000 Decedent's Complete Address: STREET AODRESS c/o Manor Care 1700 Market Street CITY I STATE I ZlP Camn Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A Spousal Poverty Credit B. Prior Payments C. DiscQunt (1) 21,661. 12 0.00 21,000.00 1,105.26 Total Credits (A + 8 + C) (2) 22,105.26 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 0.00 Total InterestlPenalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 444.14 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. (SA) 8. Enter the total of Line 5 + SA This is the 8ALANCE DUE. Make Check Payable to: (58) PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . 00 b. retain the right to designate who shall use the property transferred or its income; . IX! c. retain a reversionary interest; or ... . . . . . . . . . . . . . . . . . . . . . [X] d. receive the promise for fife of either payments, benefits or care? . . . . . . . . . 0 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? [] 4. Did decedent own an Individual Retirement Account, annuity, or other non~probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. [] [Z] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Deciaration of preparer other than the personal representative is based on all information of which preparer has 8f1'J knowledge Yes No D D D 00 IXJ IXJ DATE ADDR S oa New Hope, PA 18938 SIGNATURE OF ~ER OTHER)1fREP5 AOORESSKee er ~Alle~ a a , Harrisburg, PA 17108-1963 LLP P.O. Box 119b3 IoATE 7; 01..3/03 { 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. ~ 9916 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 00;" (72 P.S. 99116 (a) (1.1} (h)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax 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. 9 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,!3 9116(1.2) [72 P.S. !39116(a}(111. 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, 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. 2W46461,OOO REV-1503EX+(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS Quickel, Kenneth E FILE NUMBER 21-2002-1060 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CESCRIPTlON 1.3,333 shs ACM Income Fund Inc. @ 7.985 2826 shs AT&T Wireless Services Inc. @ 6.77 34 shs Agere Systems Inc. Cl. A @ .90 4121 shs Agere Systems Inc. Cl.B @ .935 5684 shs Allied Irish Banks PLC @ 27.825 638 shs Avaya Incorporated @ 1.905 7812.764 shs Exelon Corporation @ 50.16 8597 shs Home Depot Inc. @ 29.085 9448 shs Johnson & Johnson @ 58.l65 10 460 shs Lucent Technology Inc. @ 1.24 11200 shs Merck & Co. Inc. @ 54.30 121,600 shs Microsoft Corp. @ 53.46 1322 shs NCR Corp. New @ 22.42 14 31 shs Prudential Financial, Inc. @ 29.32 151,517 shs SBC Communications Inc. @ 26.11 16600 shs Tyco International Ltd. @ 14.605 17 632 shs Verizon Communications @ 38.025 18445 shs Vodafone Group PLC New @ 15.935 VALUE AT DATE OF DEATH 26,614.01 5,592.02 3.60 113.14 19,032.30 72.39 40,768.24 17,363.75 26,057.92 570.40 10,860.00 85,536.00 493.24 908.92 39,608.87 8,763.00 24,031.80 7,091.08 TOTAL (Also enter on line 2. Recapitulation) $ 313,480.68 2W46963.000 (If more space is needed, insert additional sheets of the same size) REV-1508EX+ (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESlDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Quickel, Kenneth E FILE NUMBER 21-2002-1060 Include the proceeds of litigation and the date the proceeds were received b'j the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. Allfirst Checking Account DESCRIPTION VALUE AT DATE OF DEATH 108,240.44 2 Alliance Govt. Reserves (JMS Acct. No.HB23 6804-9246) 12,080.03 3 Ark Money Market Acct. #4351536925 29,289.03 4 Capital Blue Cross - uncashed check 390.15 5 Conseco Life Insurance Company 1,234.24 6 Dreyfus Liquid Assets Acct. No.039-0008816019 5,513.58 7 Federated Money Market Mgmt., Acct.No.349/9426220 19,405.08 8 Uncashed income checks issued by Janney Montgomery Scott 2,501. 31 9 Uncashed dividend check paid by Johnson & Johnson 91.84 10 Uncashed dividend check paid by Prudential 245.83 11 Federal Income Tax Refund for 2002 31.00 12 State Income Tax Refund for 2002 648.00 2W46AD2,OOO TOTAL (Also enter on line 5, Recanitulation\ $ (If more space is needed, insert additional sheets of the same size) 179,670.53 REV-1510 EX+ (1-97) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Quickel, Kenneth E FILE NUMBER 21-2002-1060 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse s\de of the REV-1500 COVER SHEET is yes. ITEM NUMBE" 1. DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT ANDTl1E DATE OF TRJ>..NSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE The following assets were held in the Kenneth E. and Carolyn Quickel Trust Under Agreement with Allfirst Trust Company of PA: OATE OF DEATH VALUE OF ASSET 0.00 %OF DECD'S INTEREST 100.00 2 445.49 shs Ark Funds Balanced Portfolio @ 11.1000920 3 309.3 shs Ark Funds Blue Chip Equity Portfolio @ 12.420078 4 1,513.62 shs Ark Funds Income Portfolio @ 10.3400190 5 1,535.31 shs Ark Funds Intermediate Fixed Income Portfolio@ 10.340016 6 1,054.42 shs Ark Funds U.S.Government Bond Portfolio Institutional @ 10.079959 7 Ark Money Market Portfolio Allfirst Trust Company! Acct. No. 1104175008 4,944.98 100.00 3,841.53 100.00 15,650.86 100.00 15,875.13 100.00 10,628.51 100.00 845.21 100.00 EXCLUSION IIF.APPUCABlEl 0.00 0.00 0.00 0.00 0.00 0.00 0.00 TOTAL (Also enter on line 7, Recapitulation) $ 2W46AF2,OOO (If more space is needed, insert additional sheets of same size,) TAXABLE VALUE 0.00 4,944.98 3,841.53 15,650.86 15,875.13 10,628.51 845.21 51,786.22 REV.1511 EX'" (1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE Of Quickel, Kenneth E FILE NUMBER 21-2002-1060 Debts of decedent must be renorted on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A FUNERAL EXPENSES: ,. Myers-Harner Funeral Home, Inc. 2,584.00 2 West Shore Country Club - funeral reception 587.67 3 Stephen W. Quickel - reimbursement for funeral 1,245.00 expenses: Honoraria to St. Stephen ministers/musicians for memorial service ($500) , and dinner for out of town family members ($745) B. ADMINISTRATIVE COSTS: ,. Personal Representative's Commissions 0.00 Name of Personal Representatrve(s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees Name: Keefer Wood Allen & Rahal, LLP 10,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 375.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 7. Keefer Wood Allen & Rahal, LLP - estimated attorneys' 500.00 disbursements to complete estate administration 8 Reimbursement to Executor for filing fees, postage, 350.00 telephone, and other miscellaneous expenses TOTAL (Also enter on line 9, Recapitulation) $ 15,641. 67 2W46AG2.000 (If more space is needed, insert additional sheets of same size) REV-1512 EXi" (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Quickel, Kenneth E SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-2002-1060 Include unreimbursed medical exnenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Camp Hill Fire Co. No.1 - ambulance service 39.15 2 Fitly Framed Together, the capital compaign for St. Stephen's Episcopal Cathedral and St. Stephen's Episcopal School - pledge made by decedent 5,000.00 3 Social Security Repayment Benefits for Carolyn QUickel (spouse of decedent) continued to be paid to decedent after her death in April, 1999, and were required to be repaid by his Estate. 34,790.00 4 Cumberland Apothecary 960.95 5 West Shore Country Club 36.84 6 East Pennsboro Ambulance Service 50.00 7 West Shore EMS 184.20 8 West Shore EMS 464.89 9 MBNA (credit card balance) 79.14 10 Camp Hill Fire Company No. 1 (transportation to hospital) 584.00 11 Verizon 14.61 12 Home Instead Senior Care 733.70 2W46AH2.000 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 42,937.48 REV-1513 EX+ (9-00) COMMON'NEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF t"'luickel Kenneth E SCHEDULE J BENEFICIARIES NUMBER J. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Quickel, Robert 1750 Johnson Drive Stillwater, MN 55082 1. 2 Gouse, Jr., Dennis L 932 James Street, Apt. 1 Harrisburg, PA 17102 3 Gouse, Kenneth 47 Eagle Place West Have, CT 06516 4 Quickel, David 4825 River Road Waterbury, VT 05676 5 Swanson, Mary Beth Q 316 Union Avenue, SE Grand Rapids, MI 49503 FILE NUMBER 21 2002-1060 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Grandson Grandson Grandson Grandson Granddaugher AMOUNT OR SHARE OF ESTATE 5,000.00 5,000.00 5,000.00 5,000.00 5,000.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. Johns Hopkins School of Medicine 2 Harrisburg Hospital 2W46AI1.000 TOTAL OF PART" - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space IS needed, Insert addItIonal sheets of the same size) 3,000.00 2,000.00 $ 5,000.00 Estate of: Quickel, Kenneth E Schedule J Part 1 -- Beneficiaries Item No. Name and Address of Person(s) receiving property Relationship 5,000.00 6 Waring, Jennifer Q 125 Glen Riddle Road Media, PA 19063 Granddaughter 7 Quickel, Stephen J 3101 Pheasant Rund Drive Cinnaminson, NJ 08077 Grandson 8 Gause, Carolyn Q 306 Rapley Road Genesee, PA 16923 Daughter 9 Quickel, Jr., Kenneth E 455 Elliott Road Centerville, MA 02632 Son 10 Quickel, Stephen W 65 Chapel Road New Hope, PA 18938 Son Page 2 21-2002-1060 Amount or Share of Estate 5,000.00 148,786.09 148,786.09 148,786.10 AlDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill, PA i ') II II II I I i I i I LAST WILL AND TESTAMENT OF KENNETH E. QUICKEL I, KENNETH E. QUICKEL, of the Borough of Camp Hill, Cumberland i i (County, Pennsylvania, Iment, hereby revoking declare this to be my Last Will and Testa- any will previously made by me. I - I direct the payment of all my just debts and funeral I expenses out of my estate as soon as may be practical after my :1 :Ideath. Ii II - I devise and bequeath all of my automobiles and all other I~rticles of personal or household use, including household goods, I~urniture and personal effects, to my wife, Carolyn C. Quickel. IrhOUld my said wife predecease me, then I devise and bequeath said il I~tems to my children, Stephen W. Quickel, Kenneth E. Quickel, Jr., !~nd Carolyn Gouse, to be divided among them as they may agree, or I i'n the absence of any agreement, as my executor my think appropri- I te. Should any of my said children not be living at the time for istribution, then I direct that my executor hereafter named shall I istribute some of said articles of personal or household use to the children of my deceased child, as he deems appropriate. Ii ~ee", '" ' , make 'ha followfog baquae'e, ~o be i A. The sum of $3,000 or 3% of my estate, whichever is to Johns Hopkins School of Medicine, as a memorial in my name used by said school as they deem appropriate. B. $2,000 or 2% of my estate, whichever is less, to Barrisburg Hospital, Harrisburg, Pennsylvania. '! "" I: ,AlDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill. PA IV - I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate unto Dauphin Deposit Bank and Trust Company, Harrisburg, Pennsylvania for the following uses and purposes: A. My trustee shall have, hold, manage, invest and reinvest the assets governed by such trust, collect the income and, beginning at my death, pay over the net income of such trust to my wife. Carolyn C. Quickel, during her lifetime, in installments no 'less frequently than quarterly. B. Upon the death of my said wife, the trust shall terminate and the trustee shall: 1. Pay to each of my living grandchildren (not including step-grandchildren) the sum of $5,000, said bequests to [be held by the trustee at interest until my grandchildren respec- !itively attain the age of 21 years. My trustee is authorized to I![place the bequests in an interest-bearing account subject to the 1foregoing condition. Should the total of the bequests exceed 50% of my net estate, they shall be reduced proportionately so that the total of the bequests equals 50% of my net estate. 2. Distribute the balance of the trust fund to my children, the share of a deceased child or children to be paid to <his or her issue per stirpes. In making distribution, I direct :that my trustee deduct from the shares of the residue of my estate ,!payable to my children the balance of any loan or loans which I !made to them during my lifetime and that said balance or balances ilbe treated as advancement of part of his or her share of my estate. 'i 3. Should any child be deceased so that his or her ';children are entitled to a share of the residue of the trust, the ,'share of any of my grandchildren who are under the age of 21 years shall be held at interest until they respectively attain the age of ',21 years. V - I appoint Dauphin Deposit Bank and Trust Company of Harrisburg, Pennsylvania, guardian of any property which passes , i/ t \-1 >AIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill, PA under this will or otherwise to a minor or an incompetent and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. Such guardian shall have the power to use principal as well as income from time to time for the minor's education and support or to make payment for those purposes IWithout 'care of further responsibility to the minor or to any person taking the minor. The said guardianship shall terminate as to each beneficiary when he or she reaches the age of 21 years, if a minor, or when declared competent, if an incompetent. VI - My trustee herein named shall have the following powers I land duties, in addition to those vested in it by law and other !provisions of this Will: 'i A. To retain any or ilreal or personal, including its !iprincipal of diversification or 'I all of the assets of this trust, own stock, without regard to any risk, ;' B. To invest in all forms of property, including stock, :!common trust funds and mortgage investment funds whether operated !by it or others, without restriction to investments authorized for Pennsylvania fiduciaries, as it deems proper, without regard to any :principle of diversification or risk. ! C. To sell at public or private sale, to exchange, or to ilease for any period of time, any real or personal property and to (give options for sales, exchanges or leases, for such prices and :uDon such terms or conditions as it deems proper, I - i i D. To allocate receipts and expenses to principal or income or partly to each as it from time to time thinks proper in 'its sole discretion. E. To make payment to the parents or guardians of any ,minor or incompetent beneficiary. F. To hold property in my name or in its name, or in the name of a nominee or unregistered. 3 ,AlDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill. PA I G. To lend to, or purchase from, my executor even though my trustee my also be such executor. H. Should the income payable to any of the beneficiaries in the trusts created under this Will be, in the sole discretion of the Trustee, insufficient to pay for the support, maintenance and education of any of the beneficiaries in the manner to which they have become accustomed, then my trustee is authorized to invade the principal from time to time and make payment for these purposes. VII - I appoint my son, Stephen W. Quickel, Executor of this, I my Last Will and Testament. I I I I II , Should my said son fail to qualify or cease to act as such, then I appoint my son, Kenneth E. Quickel, Should he fail to qualify or cease Jr., to act in this capacity. to act as such, then I appoint my daughter, Carolyn Gouse, to act in this capacity. None of my personal representatives shall be required to post bond in this or any jurisdiction. I I , , I , I I I I II n i , IN WITNESS WHEREOF, I have hereunto set (fJ.Ahd my hand and seal on this the /7~ 199<j")~' J,(f day of ;'! ((~~.;, :,. Kenneth E. Quickel, (SEAL) I i I I I Signed, sealed, published and declared by KENNETH E. QUICKEL, I Testator therein named, on this and four (4) other sheets of paper I as and for his Last Will and Testament, in our presence, who, in I his presence, at his request, and in the presence of each other, il have hereunto subscribed our names as attesting witnesses. I) Ii :1 II " I' i! i , f0~ _ ~NIc~~ {; /J~ A. /1 ~ I Address I G~ 1M. jJ~ Name Address 4 AlDIS, GUIDO. SHUFF & MASLAND 2109 Market Street Camp Hill. PA II COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) WE, the undersigned, the testator and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his Last Will and Testament and that he signed willingly (or willingly directed another to sign for him), and that he executed it as his free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator signed the will as witnesses and that to the best of their knowledge the testator was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. ~ r-<'.~.::~. / r. ' . . I C j....,-~,-:..; ~ ( ~i.' Testator Sf: f'.4 {LA. Witness ~~ Ie. ~ Witness i :i i Subscribed, sworn to and acknowledged before me I and subscribed and sworn to before me by both I nTt+- day of fY3J!Vk~ ' 199# I il II " 'I Ii 'I it II ;1 :! 'i I I by the testator, witnesses, this ~Y;;6~ Notary Public ,_._,;~_..--._."", ~C1'ARIAL SEAL JULIE E. SOWERS. Notary Public Camp HIli, Cumberland County My Commission Expires Jan. 31,2000 5 RE.\j.J,8S E.X~ ;9.00) . SAFE DEPOSIT BOX INVENTORY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OEPT 280601 HARRISBURG, PA 17128-0601 Please Print or Type MUST BE COMPLETED 8Y REPRESENTATlVE OF FINANCIAL INSTITUTION WHERe SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOIJE AQDRESS COUNTY CODE. FILE NUMBER SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER I 21 21-02-1060 201-18-9805 DATE OF DeATH 10/31/2002 (STATE) PA (ZIP CODE) 17011 DECEOENT'S NAME (LAST F!RST, MIDDLE) uickel Kenneth E. ADDRESS OF DeCEDENT (STREET) (CITY) 1700 Market Street Cam Hill NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX (NAME) Bridget M. Whitley (STREET NAME) 210 Walnut Street (ClTY) Harrisburg (STATE) PA (Zi? CODE) 1710l NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON{S) PRESENT AT THE BOX OPENING a. (NAME) (RELATIONSHIP) (STREET NAME) (CITY) (STATE} (ZlP CODE) b. (NA1\lEI (RELAT\ONS!-',IP) (STREET NAME) JCITY) (STATE) (Z:P CODE} (RELATIONSHIP) c. (NAME) (STREET ,'lAME) (CITY; (STATE) \Z:? CODE) NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED iNAMEi Allfirst Bank (STREET NAJ'vlE, {ClTYi i,STATE) IlP CODE! 3045 Market Street I NAME OF PERSON MAKING lAST ENTRY Kenneth E. Quickel DATE OF CONTRACT TO RENT BOX 5-17-1983 NUMBER OF sox 742 Cam Hill PA 17011 DATE AND TIME OF LAST ENTRY 6-29-1999 2:23 p.m. TITLE UNDER WHICH BOX IS ReQueSTED Kenneth and Carolyn Quickel NAME AND ADDRESS OF PERSON{S\ HAVING ACCESS TO BOX 3. (NAME) Kenneth E. Quickel ,STREET ADDRESS) 1700 Market Street b. (NAME) (STREET ADDRESS) Cam Hill ',S-,;TE) PA (ZIP CODE) 17011 (CITY" (STATEI IZI.::l CODE) (C1TY, NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY Bridget M. Whitley, Attorney WAS A WILL IN THE BOX? ~ YES =:3 NO If yes, a. Date of will: b. Name and address of personal representati..,e, if named in the will (NA1\lE) (STREET NM.1E) (CITY) (STATE) iZi=> COOE\ c. Name and address of attorney. if an'J INN.IE:. (STREET NM.\E) (CITY,! {STATE\ iZIP CODE' INSTRUCTIONS (1) Cash: Report Iota I only (2) Stocks: list in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be . designated by name of company, certificate number, date of certificate. name in which stock is registered, and number of shares and class of stock. (3) Obligations of U.S. Government: Number of items, date of issue. face value, names in which registered and type of ownership, i.e., 10lntly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) (5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch. and balance. (6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible. (7) Deeds, Mortgages. Current Insurance Policies or other evidences of indebtedness: list and describe as fully as possible. (8) All other contents. ITEM ITEM DESCRIPTION NO. Nothing - box empty I I ! ! ! SAFE DEPOSIT BOX INVENTORY Page 1 of 1 I i I I I I I II CERTIFY UNDER PENALTY Of PERJURY THAI THE ABOVE RECORD IS CORRECT AND COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF. SIGNAT' E PERSON RECEIVING COPY OF SAFE DEPOSIT BOX INVENTORY: SIGNATuRE I PRINT NArvlE ,J,~iJ r;...E:CK APPROPRIATE Bex 8E!...O\N Brid et M. Whitle PRII\:TTlTLE Attorney 2/7/03 I CHECK APP"CP=<:I,lT:: BOX i 0 Exe~ul('I'lr x.. .~ AdmL(\'stra\Qrl.\nx', I 0 Estate qe:;reser~attve 0 Joint ow...."': of safe ce;JOs.~ :lOx DAlto NOTE: Attach additional 8'/;" x 11" sheet(s) if necessary or use duplicates of this page of form. CailJi',\lgnl..tJd<:l'sllip Carnptlig'l Co-Chairs t...i'1:ogaret ;\rless-ncr Lee V.ar! \:tlk~nbmgh Stt'ering CiJ11l1nittef Chairs Lm\cs C. Uliott Ali<;:e AllnC- Schwab .J.{bunce Gijt:.; Choir Anne J. Ydlott Gen~m! Gifts Chairs Cathy runes Euy,<"e N. Md!ugh C'Oi'lltlliUlii.'aflOft5 Chair ~lkhd\,: HJrt~H~nry Spl.,-tt'!IlJi Emphdsi~ Chair Tl'\(' Rev. Unda Hil'5lxt1tf Lnvimruuc?ltarAdvisory - --- .,- GJ:1lmittre Owir John Dt;rrlbach Fl)/,1"derivllS &- Gmnts Ch:iir Ja,:1l' '\Lr;)nl~ Kid.: elf fh I ;:,C~ (:;101ir~ E!ii;.ilwt~~ .j,.All;~,tln M:':-('iP(~t t\'la~~'"rs Pfdtlm'd C;j v'lllg Chuir V'!;(S()H C. [v<:rhaJ l, Jr. ran :) toge er July 2, 2002 Dr. Kenneth E. Quickel [ 700 Market Street Rm 162 . Cli:t\lpHi1l;PA 170 [[.4817 Dear Dr. Quickel: Thank you again for your generous commitment of $5,000.00 to Fitly Framed Together, the capital campaign for St. Stephen's Episcopal Cathedral and St. Stephen's Episcopal School. Your pledge card indicaled that YOll wisil to make 1 payment to the campaign of$5,000.00 on July 1,2001. The following is a statement of our records for your account. If this does not agree with your records, pk~,.se C(),W,,;llhc campaign oftice as soon as possi ble. STATEMENT OF ACCOUNT _','__""""',_r, i,,.""""',"'..."'.....___~ Piedge Total: $5,000.00 TOt31 Paid to D~te: -..-. ^ _....~-~-_. ~...".,~.-~..,~~. ,-_...~.-_..__.__.,.- Remaining 8",bnr,e: $5,000.00 [ ------...-.-..-...-....-.. .......... ._- -- -'.--"--J Payme~lts to data verSliS sclledule: ($5,000.00) S allead .x (b,}llind) ..~-- -.--'''-''''.'-'-'''. ..............--....---.---..- N€'(( Payment scliedu'.ed on. July 1,2002 St. Skl,!lcll'S l.phc;f'11 C"'~j,:Jf ,\- St Stf:l'hcn's Episcopal SdlO(11 HI Norlh Fnm( SI. . l!i!"ri,hutg, PA 17101 ; 717.236.4059 1717.236.0906 (fax) ,r SEC(r ~0~~ ~ts1\\~ \, 11/I1II,cl 'VIs'f'/-l' Social Security Administration Philadelphia Region ~Committed to Quality and Creativity in Public Service" Refer to: 201-18-9805A 401 E. Louther Street Carlisle, PA 17013 (717) 243-9432 Ext.:212 April 22, 2003 Bridget M. Whitley Keefer, Wood, Allen, and Rahal 210 Walnut Street Harrisburg, PA 17101 Dear Ms. Whitley: We are requesting that you, as executor of the estate of Kenneth E. Quickel, refund overpaid benefits to the Social Security Administration in the amount of $34,790.00. These monies were originally paid through direct deposit to !'vir. Quickel's wife Carolyn C. Quickel, who died on April 4, 1999. These payments continued to go into the Quickels' joint bank account through November 2002. Since these benefits were paid on the Social Security record of Kenneth Quickel, he had liability for their repayment. Because Kenneth Quickel passed away October 31, 2002, his estate assumes liability for the overpayment. Please send a check or money order in the amount of $34,790.00 payable to the Social Security Administration on the account of Kenneth E. Quickel, 201-18-9805A. If you have any questions about this. please feel free to call me at 717-243-9612. Sincer~--u .-- (jA<..kte'~ Tim Killian Management Support Specialist IN RE: IN THE COURT OF COMMON PLEAS ESTATE OF KENNETH E. QUICKEL, · CUMBERLAND COUNTY, PENNSYLVANIA DECEASED ORPHANS' COURT DIVISION NO: 2002-01060 RECEIPT, RELEASE, REFUNDING, AND INDEMNITY AGREEMENT CONCERNING PARTIAL DISTRIBUTION THIS AGREEMENT, made this I'1'~ day of /)(.~f~ ~'~004 WITNESSETH' THE CIRCUMSTANCES leading up to the execution of this Agreement are as follows: 1. Kenneth E. Quickel (the "Decedent"), a widower, died testate on October 31, 2002, and Stephen W. Quickel (the "Executor") duly qualified as Executor of his probate estate (the "Estate"). 2. The Decedent's Last Will and Testament (the "Will") dated February 17, 1998, provides that the remainder of his estate be divided equally between his three children, Stephen W. Quickel, Kenneth E. Quickel, Jr., and Carolyn Gouse (the "Beneficiaries"). 4. The Executor is in a position to make a distribution of cash to the Beneficia- ries, in partial satisfaction of their rights in the Estate under the Will, and the Beneficia- ries desire the Executor to do so. 5. In consideration of the indemnifications hereinafter provided, the Executor is willing to make a distribution of cash. Such partial distribution is made pending either the approval of the Executor's First and Final Account by the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania (the "Court"), or a Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Kenneth E. Quickel No. 2002-01060 also known as Date of Death 10-31-2002 Deceased Social Security No. 201-18-9805 I, Stephen W. Quickel Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. IlWe verify that the statements made in this Inventory are true and correct. IlWe understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Attorney: Bridget M. Whitley I.D. No.: 33580 Address: P.0. Box 11963 Dated: ~ ~ ~ ~ ~ ~ ~ Harrisburg, PA 1 71 08-1 963 Telephone: 717 -255-8027 Form RW-7 (Daophln County) ~ Rev. 9/92 NOTE: The Memoranrium of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Estate of Kenneth E. Quickel INVENTORY Checking Accounts Allfirst Bank 108,240.44 Money Market Accounts Alliance Government Reserves 12,080.03 ARK Money Market Fund 29,289.03 ARK Money Market Portfolio 845.21 Dreyfus Liquid Assets 5,513.58 Federated Money Market Fund 19,405.08 Uncashed Checks Capital Blue Cross 390.15 Conseco Life Insurance Company 1,234.24 Janney Montgomery 2,501.31 Johnson & Johnson dividend 91.84 Prudential 245.83 Common Stocks and Mutual Funds 3,333 shs ACM Income Fund @ 7.99 26,614.01 826 shs AT & T Wireless Services @ 6.77 5,592.02 4 shs Agere Systems Inc. CIA @ .90 3.60 121 shs Agere Systems Inc. CI B @ .94 113.14 684 shs Allied Irish Banks @ 27.83 19,032.30 445.49 shs ARK Funds Balanced Portfolio @ 11.10 4,944.98 309.3 shs ARK Funds Blue Chip Equity Portfolio @ 12.42 3,841.53 1,513.62 shs ARK Funds Income Portfolio @ 10.34 15,650.86 1,535.31 shs ARK Funds Intermed. Fixed Income Port. @ 10.34 15,875.13 1,054.42 shs ARK Funds U.S. Gov't Bond Portfolio @ 10.08 10,628.51 38 shs Avaya Inc. @ 1.91 72.39 812.764 shs Exelon Corporation @ 50.16 40,768.24 597 shs Home Depot Inc. @ 20.09 17,363.75 448 shs Johnson & Johnson @ 58.17 26,057.92 460 shs Lucent Technology Inc. @ 1.24 570.40 200 shs Merck & Co. Inc. @ 54.30 10,860.00 1,600 shs Microsoft Corp @ 53.46 85,536.00 22 shs NCR Corp. New @ 22.42 493.24 31 shs Prudential Financial, Inc. @ 29.32 908.92 1,517 shs SBC Communications, Inc. @ 26.11 39,608.87 600 shs Tyco International Ltd. @ 38.03 8,763.00 632 shs Verizon Communications @ 32.03 24,031.80 445 shs Vodafone Group PLC @ 15.94 7,091.08 Refunds Federal Income Tax Refund for 2002 31.00 State Income Tax Refund for 2002 648.00 21-02-1060 TOTAL INVENTORY VALUE $544,937.43 f ~ ~~~- ~O BUREAU OF INDIVIDUAL TAXES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 1712a-D6o1 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EK AFP (O1-OS) DATE 09-15-2003 ESTATE OF QUICKEL KENNETH E DATE OF DEATH 10-31-2002 FILE NUMBER 21 02-1060 _ ~ COUNTY CUMBERLAND BRIDGET M WHITLEY ~ ~ ACN 101 KEEPER ETAL Amount Remitted PO BOX 11963 HBG PA 17108 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~ ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF QUICKEL KENNETH E FILE N0. 21 02-1060 ACN 101 DATE 09-15-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED [ ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable [Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Asse#s [1) .00 (2) 313480.68 (3) .00 [4) .00 (5) 179,670.53 (6) .00 (7) 51, 786.22 (8) NOTE: To insure proper credit to your account, submit the upper portion of this fore with your tax payment. 544,937.43 APPROVED DEDUCTIONS AND EXEMPTIONS: 15,641.67 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 42.9 37.48 11. Total Deductions (11) 58 . X79 . 1 5 12. Net Value of Tax Return (12) 486 , 358.28 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) 5,000.00 14. Net Value of Estate Subject to Tax (14) 481,358.28 NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15 ) . 0 0 X 0 0 _ . 0 0 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 481,358.28 X 045. 21,661.12 17. Amount of Line 14 at Sibling rate (17) .00 X 12 - .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00 19. Principal Tax Due (lq)= 21,661.12 TAY f_QRIITTC• DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 01-31-2003 CD002118 1,083.06 21,000.00 TOTAL TAX CREDIT 22,083.06 BALANCE OF TAX DUE 421.94CR INTEREST AND PEN. .00 TOTAL DUE 421.94CR ^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before Oecenher 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate far life ar for years, the Connonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILLS, AGENT REFUND CCR): A refund of a tax credit, which was not requested an the Tax Return, may be requested by completing an ^Application for Refund of Pennsylvania Inheritance and Estate Tax^ (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for farms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, ar disallowance of deductions, or assesseent of tax (including discount or interest) as shown on this Notice must object within sixty (607 days of receipt of this Notice by: --written protest to the PA Oepartmant of Revenue, Board of Appeals, Oept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assesseent should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Past Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet ^Instructions for Inheritance Tax Return for a Resident Decedent^ (REV-1501) far an explanation of administratively correctable errors. DISCDUNT: If any tax duo is paid within three C3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same Wanner 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 (9l months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 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 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20% .000548 1987 9% .000247 1999 7% .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .000247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000164 1986 10% .000274 1995-1998 9% .000247 2003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen C15) 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. f!-/G°~ -/C COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 INHERITANCE TAX HARRISBURG, PA 17128-0601 STATEMENT OF ACCOUNT REV-1607 EN AFP (O1-OS) DATE 10-14-2003 ESTATE OF QUICKEL KENNETH E DATE OF DEATH 10-31-2002 FILE NUMBER 21 02-1060 COUNTY CUMBERLAND BRIDGET M WHITLEY ACN 101 KEEPER ETAL Amount Remitted PO BOX 11963 HBG PA 17108 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~ ---------------------------------------------------------------------------------------------------------------- REV-1607 EX AFP (01-03) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ~~~ ESTATE OF QUICKEL KENNETH E FILE N0. 21 02-1060 ACN 101 DATE 10-14-2003 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: 09-15-2003 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): 21,661.12 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 01-31-2003 CD002118 1,083.06 21,000.00 09-26-2003 REFUND .00 421.94- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN 51, 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. ) 21,661.12 .00 .00 .00 PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed an the reverse side. -- 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 6y completing an ^Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13137. Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). REPLY T0: guestions regarding errors contained on this notice should 6e addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Oept. 280601, Harrisburg, PA 17128-0601, phone (717) 787-65D5. DISCOUNT: If any tax due is paid within three C3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty Period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one C1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 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 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20% .000548 1987 9% .000247 1999 7% .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .DOD247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000164 1986 1D% .000274 1995-1998 9% .D00247 2003 5% .000137 --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. HEATH L. ALLEN N. DAVID RAHAL CHARLES W.RUBENDALLII ROBERT L. WELDON EUGENE E. PEPINSKY, .1 R. JOHN H. ENOS III GARY E. FRENCH DONNA S. WELDON BRADFORD DORRANCE JEFFREY S. STOKES ROBERT R. CHURCH STEPHEN L. GROSE R. SCOTT SHEARER WAYNE M. PECHT ELYSE E. ROGERS CRAIG A. LONGYEAR DONALD M. LEWISIII BRIDGET M. WHITLEY JOHN A. FEICHTEL ANN McGEE CARBON ELIZABETH J. GOLDSTEIN BARBARA A. GALL STEPHANIE KLEINFELTER KEEPER WOOD ALLEN &RAHAL, LLP ESTABLISHED IN 1878 210 WALNUT STREET - OF COUNSEL: P. O. BOX 11963 SAMUEL C. HARRY HARRISBURG, PA 17108-1963 - - WEST SHORE OFFICE: PHONE (717) 255-8000 415 FALLOWFIELD ROAD - CAMP HILL, PA 17011 EIN No. 23-0716135 17171612-5800 www.keeferwood.com - WRITER'S CONTACT INFORMATION: (717)255-8032 Fax: (717) 255-8003 E-Mail: sgarcia(c~,keeferwood.com February 27, 2004 Cumberland (:ounty Register of Wills 1 Court House Square Carlisle, PA 17013 Re: Kenneth E. Quickel Estate #21-02-1060 Gentlemen: Enclosed please find the firm's check in the amount of $15.00 representing the fee for 5 short certificates for the above-mentioned estate. Kindly return these certificates to me in the self-addressed envelope enclosed. Thank you for your assistance in this matter. Very truly yours, /!/y Sharon M. Garcia Legal Assistant for Trusts and Estate Enclosure ~ : '1 ,;, o ...~.,~ :' ~ ~~ ~:.- I~.'I L.,.1 duly executed agreement of the Beneficiaries to waive a formal accounting by the Court and settle the Estate by agreement. NOW THEREFORE, in consideration of the foregoing, and intending to be legally bound, jointly and severally, the Beneficiaries, for themselves, their heirs, successors and assigns hereby agree as follows: A. The Beneficiaries each acknowledge receipt of the sum of One Hundred Fifty Thousand Dollars ($150,000). B. To the extent of the aforesaid partial distribution, the Beneficiaries hereby absolutely and irrevocably remise, release, quitclaim and forever dis- charge the Executor, his agents, successors and assigns, of and from any and all actions, payments, accounts, reckonings, liabilities, claims and demands relating in any way to the Will or the Estate. C. The Beneficiaries agree to refund on demand all or any part of the afore- said partial distribution which has been determined by the Executor, or by the Court, or by any other court of competent jurisdiction, to have been improperly made. D. To the extent of the aforesaid partial distribution, the Beneficiaries hereby agree to indemnify and hold harmless the Executor, his agents, succes- sors, and assigns, from and against any and all claims, loss, liability or damage (whether or not related to the negligence of the Executor) which the Executor may suffer, or to which he may be subjected, by reason of his administration of the Estate, including the partial distribution described above. E. The Beneficiaries consent to the Court exercising personal jurisdiction over each of them in any suit or action arising out of the enforcement of this Agreement. IN WITNESS WHEREOF, the Beneficiaries have set their hands and seals to the Consents attached hereto, to be effective as of the date first above written. 2 CONSENT TO RECEIPT, RELEASE, REFUNDING, AND INDEMNITY AGREEMENT CONCERNING PARTIAL DISTRIBUTION The undersigned, Stephen W. Quickel, a residuary Beneficiary of the Estate of Kenneth E. Quickel, deceased, hereby consents to the Receipt, Release, Refunding, and Indemnity Agreement Concerning Partial Distribution, a copy of which has been provided to him. The undersigned also acknowledges receipt of the partial distribution more particularly described in the aforesaid Agreement. STEPHEN W. QUICKEL ~ COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF On this, the/~1¢'~ day of )'~/~4::~ 2004, before me, the under- signed officer, personally appeared STEPHEN W. QUICKEL, known to me (or satisfac- torily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunder set my hand and official seal. l~,~r~7 PUblic - ' J~ C. H~, ~ P~ CONSENT TO RECEIPT, RELEASE, REFUNDING, AND INDEMNITY AGREEMENT CONCERNING PARTIAL DISTRIBUTION The undersigned, Carolyn Gouse, a residuary Beneficiary of the Estate of Kenneth E. Quickel, deceased, hereby consents to the Receipt, Release, Refunding, and Indemnity Agreement Concerning Partial Distribution, a copy of which has been provided to him. The undersigned also acknowledges receipt of the partial distribution more particularly described in the aforesaid Agreement. C~OLY~ GOUSE COMMONWEALTH OF PENNSYLVANIA SS. COU.TV F¢ On this, the / ~ ~y of ~~ 2004, before me, the under- signed officer, personally appeared CAROLYN GOUSE, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunder set my hand and official seal. Notary Public _ ~ & N~, N~ ~ CONSENT TO RECEIPT, RELEASE, REFUNDING, AND INDEMNITY AGREEMENT CONCERNING PARTIAL DISTRIBUTION The undersigned, Kenneth E. Quickel, Jr., a residuary Beneficiary of the Estate of Kenneth E. Quickel, deceased, hereby consents to the Receipt, Release, Refunding, and Indemnity Agreement Concerning Partial Distribution, a copy of which has been provided to iqim. The undersigned also acknowledges receipt of the partial distribution more particularly described in the aforesaid Agreement. KENNETH E. QUICKEL, JR. COMMONWEALTH OF MASSACHUSETTS SS. COUNTY OF this, the ,,~/'hday of A,4~y 2004, before me, the under- On signed officer, personally appeared KENNETH E. QUICKEL, JR., known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instru- ment, and acknowledged tiqat he executed the same for the purposes therein con- tained. IN WITNESS WHEREOF, I hereunder set my hand and official seal. Notary Public STATUS REPORT UNDER RULE 6.12 Name of Decedent: Kenneth E. Quickel Date of Death: October 31,2002 Estate No.' 2002-01060 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: 4/15/2005 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account~!.ihform'~illy tothe parties in interest? Yes __ No __ d. Copies of receipts, releases, joinders and approvals of ~rmal or informal accounts may be filed with the Clerk of the Orphans' Court and may be'~tached to this report. Date: October 18, 2004 ig~na Bridqet M. Whitley, Esq. Name (Please type or print) Keefer, Wood, Allen & Rahal LLP 210 Walnut St., P.O. Box 11963 Harrisburq, PA 17108-1963 Address (717) 255-8027 Tel. No. Capacity: __ Personal Representative X Counsel for personal representative IN THE MATTER OF THE : IN THE COURT OF COMMON PLEAS ESTATE OF KENNETH E. QUICKEL, : CUMBERLAND COUNTY, PENNSYLVANb DECEASED : ORPHANS' COURT DIVISION : NO. 2002-01060 FAMILY SETTLEMENT AGREEMENT THIS AGREEMENT, made this ~ ~.4', day of ~ ,2004, WITNESSETH: THE CIRCUMSTANCES leading up to the execution of this Agreement are as follows 1. Kenneth E. Quickel (the "Decedent"), a widower, died testate on October 31, 2002, and Stephen W. Quickel duly qualified as Executor (the "Executor") of his probate estate (the "Estate"). 2. Article IV of'the Decedent's Last Will and Testament (the "Will") provides in pertin, nt part as follows: IV - I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate unto Dauphin Deposit Bank and Trust Company, Harrisburg, Pennsylvania for the following uses and purposes:... B. Upon the death of my said wife, the trust shall terminate-and the trustee shall: ... 2. Distribute the balance of the trust to my children, the share ora deceased child or children to be paid to his or her issue per stirpes. In making distribution, I direct that my trustee deduct from the shares of the residue of my estate payable to my children the balance of any loan or loans which I made to them during my lifetime and that said balance or balances be treated as advancement of part of his or her share of my estate. 3. The Decedent was survived by three children, namely, Stephen W. Quickel, Kennetl E. Quickel, Jr., and Carolyn Q. Gouse (the "Bcneficiaries"). 4. The Beneficiaries desire the Executor to settle the Estate informally in order to avoi~ the expense and delay involved ;vith the formal adjudication of a First and Final Account by th Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania (the "Court"). 5. The Beneficiaries desire to forever settle and compromise any and all claims and rig hts which they may possess, now or hereafter, in the Estate and to confirm their acceptance of the informal Account (the "Account"), attached hereto as Exhibit "A" and incorporated herein by t his reference, which includes the Proposed Distribution to Beneficiaries. The Beneficiaries desire that the distributions to them, as set forth in the Account be in full satisfaction of their rights ir the Estate. 6. The Beneficiaries wish to release the Executor and to indemnify him against any an, all claims that may be asserted against the Estate or the Executor after the date hereof. 7. The Executor is willing to settle the Estate informally in consideration of the indemnifications hereinafter provided by the Beneficiaries. NOW THEREFORE, in consideration of the foregoing and intending to be legally bou~ d, the Beneficiaries, for themselves, their heirs, personal representatives, successors and assigns: A. Represent and warrant that they have read and understand this Agreement and confirm that the facts set forth above are true and correct, to the best of their knowledge, information and belief. B. Declare that they have sufficient information to make an informed waiver of their right to a formal accounting with the Court, and do hereby waive the filing and auditing of the same. C. Acknowledge that the distributive share or amount set forth in the Account shall be in full satisfaction of their entitlements under the Will. D. Release, remise, quitclaim and lbrever discharge the Executor, his heirs, personal representatives, successors and assigns, from and against all claims that they, as beneficiaries of the Estate, and in connection with the Estate, had, now have or may in the future have in connection with the Estate. E. Agree to refund, on demand, all or any part of any aforesaid distribution, which has been determined by the Executor or by the Court, or by any court of competent jurisdiction, to have been improperly made. F. Agree to indemnify and hold harmless the Executor, his heirs, personal representatives, successors and assigns, from and against any and all claims, loss, liability or damage (whether or not related to the negligence of the Executor) that may hereafter be asserted against the Estate or against the Executor. G. Agree to execute such other or additional documents as may be necessary to effectuate the agreements set forth herein. H. Acknowledge that this Agreement shall be governed by and construed in accordance ~vith the laws of the Commonwealth of Pennsylvania. I. Agree to waive the provisions of Permsylvania Rules of Civil Procedure Rule 229.1 (relating to sanctions for failure to receive settlement funds within twenty days after receipt of an executed release). J. Consent to the Court exercising personal jurisdiction over them in any suit or action arising out of the enforcement of this Agreement. IN WITNESS WHEREOF, the Beneficiaries have placed their hands and seals on the attached Consents, on the day and date first above written. CONSENT TO FAMILY SETTLEMENT AGREEMENT THE UNDERSIGNED, CAROLYN Q. GOUSE, a residuary Beneficiary of the Estate Kenneth E. Quickel, deceased, hereby consents to the Estate Settlement Agreement, a copy ot which has been provided to her. The undersigned also acknowledges receipt of the distributior more particularly described in the Account. CARQL~'N ~Q. GOUSE COMMONWEALTH OF PENNSYLVANIA : COUNTY OF ,' : On this, the : day of : ; 2004, beforeme, the undersigned offic personally appeared CAROLYN Q. GOUSE, known to me (or satisfactorily proven) to be thc person whose name is subscribed to the xvithin instrument, and acknowledged that she execute. the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunder set my hand and official seal. Notary Public CONSENT TO FAMILY SETTLEMENT AGREEMENT THE UNDERSIGNED, KENNETH E. QUICKEL, JR., a residuary Beneficiary of the Estate of Kenneth E. Quickel, deceased, hereby consents to the Estate Settlement Agreement, copy of which has been provided to him. The undersigned also acknowledges receipt of the distribution more particularly described in the Account. l, ~. ,.. ~..;4,- KENNETH E. QUICKEL, JR. COMMONWEALTH OF MASSACHUSETTS : : SS. r' ~r,~,,~v.~l~: : COUNTY OF ~'" '" On this, the 1',' day of '\',2; ~'-"r~t 15 e,,~ 2004, before me, the undersigned offic personally appeared KENNETH E. QUICKEL, JR., known to me (or satisfactorily proven) to the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunder set my hand and official seal. No[~'y Public ." ,~" .~ CONSENT TO FAMILY SETTLEMENT AGREEMENT THE UNDERSIGNED, STEPHEN W. QUICKEL, a residuary Beneficiary of the Estat, ofKermeth E. Quickel, deceased, hereby consents to the Estate Settlement Agreement, a copy ~f which has been provided to him. The undersigned also acknowledges receipt of the distributio more particularly described in the Account. STEP~E-N W. QUICKEL COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF ~:4JC~ ~. "> : On this, the. ~:! day of /'~d ~Lc ~ ~ t ~,.~ ¢ ~' 2004, before me, the undersigned offic{ personally appeared STEPHEN W. QUICKEL, knoxvn to me (or satisfactorily proven) to be th person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. 1N WITNESS WHEREOF, I hereunder set my hand and official seal. Notary Pubhc SUMMARY OF ACCOIINT Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 Fidu¢iary Acquit ition Page Va] ue Proposed Distribution to Beneficiaries 38 $ 23,114.91 Principal Receipts 1-5 $581~ 082.68 Net Gain (or Loss) on Sales or Other Dispositions 6 11 31 412.43 Other Receipts 0.00 $612495.11 Less Disbursements: Accrued Liabilities 12 $ 5,960.95 Other Liabilities 12 34,790.00 Administration Expenses (Prin) 12 20,603.06 Fees and Commissions (Prin) 12-13 42,991.32 Funeral Expenses (Prin) 13-14 5,143.51 Other Expenses (Prin) 14 3,479.28 112 ~68 . 12 Balance before Distributions $499 ;26.99 Distributions to Beneficiaries 15 16 490 000.00 Principal Balance on Hand 17 $ 9 526.99 For Information: Changes in Investment Holdings 18-24 Income Receipts 25 35 $ 17 835.74 Less Disbursements: Income Taxes 36 37 4 247.82 Balance before Distributions $ 13 587.92 Distributions to Beneficiaries 0.00 Income Balance on Hand $ 13 587.92 Combined Balance on Hand $ 23 114.91 EXHIBIT A RECEIPTS OF PRINCIPAL Page 1 Estate of Kenneth E Quickel AS of 10/25/2004 Fidul~iary Assets Listed in Inventory Acqui~ ition (Valued as of date of death) Value Checking Accounts Allfirst Checking Account #00700 3072-3 $108 240.44 $17.05 Accrued Interest Money Market Accounts Alliance Govt. Reserves (JMS Acct. No. HB23 6804-9246) $ 12,080.03 Ark Money Market Acct. #4351536925 29,289.03 Ark Money Market Portfolio Allfirst Trust Company, Acct. No.1104175008 845.21 Dreyfus Liquid Assets Acct. NO.039-0008816019 5,513.58 Federated Money Market Mgmt., ACCE.No.349/9426220 19,405.08 67 132.93 Uncashed checks Capital Blue Cross uncashed check $ 39.15 Conseco Life Insurance Company 1,234.24 JMS uncashed income checks 2,501.31 Johnson&Johnson (Income) 91.84 Prudential (Income check) 245.83 Undocumented source check 940.80 5 053.17 Common Stocks ACM Income Fund Inc. Held in Janney Montgomery Scott Acct. No. HB23 6804-9246 $ 26,614.01 3~333 Units RECEIPTS OF PRINCIPAL Page 2 Estate of Kenneth E Quickel As of 10/25/2004 Fiduliary Assets Listed in Inventory Acqui! ition (Valued as of date of death) Value AT&T Wireless Services Inc. AllfirsE Trust Company, Acct. No.4351836925 $ 5,592.02 826 Units Agere Systems Inc. Cl. A Allfirst Trust Company, Acct. NO.4351836925 3.60 4 Units Agere Systems Inc. C1.B Allfirst Trust Company Acct. No.4351536925 113.14 121 Units Allied Irish Banks PLC Allfirst Trust Company Acct. No.4351536925 19,032.30 684 Units Ark Funds Balanced Portfolio 4,944.98 445.49 Units Ark Funds Blue Chip Equity Portfolio Allfirst Trust Company Acct. No.1104175008 3,841.53 309.3 Units Ark Funds Income Portfolio 15,650.86 1,513.62 Units Ark Funds Intermediate Fixed Income Portfolio Allfirst Trust Company Acct. No.1104175008 15,875.13 1,535.31 Units Ark Funds U.S.Government Bond Portfolio Institutional Allfirst Trust Company Acct. No.1104175008 10,628.51 1,054.42 Units Avaya Incorporated Allfirst Trust Company Acct. No.4351536925 72.39 38 Units Exelon Corporation Exelon Acct. NO.15427-23584 40,768.24 812.764 Units Home Depot Inc. Held in JMS Acct. No. HB23 6804 9246 17,363.75 597 Units RECEIPTS OF PRINCIPAL Page 3 Estate of Kenneth E Quickel As of 10/25/2004 Fiduciary Assets Listed in Inventory Aequi: ition (Valued as of date of death) Value Johnson & Johnson Acct. No.015173 24627 $ 13,028.96 224 Units Johnson & Johnson Allfirst Trust CO. Acct. No.4351536925 13,028.96 224 Units Lucent Technology Inc. Allfirst Trust Company Acct. NO.4351536925 570.40 460 Units MONY Group, Inc. 5,494.45 214 Units Merck & Co. Inc. Held in JMS Acct. No. HB23 6804-9246 10,860.00 200 Units MetLife 1,504.43 62 Units Microsoft Corp. Allfirst Trust Company Acct. NO.4351536925 85~536.00 1,600 Units NCR Corp. New Allfirst Trust Company Acct.No.4351536925 493.24 22 Units Prudential Financial, Inc. Acct. No.0325 83650 908.92 31 Units SBC Communications Inc. Allfirst Trust Company Acct.No.4351536925 39,608.87 1,517 Units Tyco International Ltd. Allfirst Trust Company Acct.No.4351536925 8,763.00 600 Units Verizon Communications Allfirst Trust Company Acct. NO.4321536925 24,031.80 632 Units RECEIPTS OF PRINCIPAL Page 4 Estate of Kenneth E Quickel As of 10/25/2004 Pidu:iary Assets Listed in Inventory Acquisition (Valued as of date of death) Va ue Vodafone Group PLC New Allfirst Trust Company Acct. NO.4351536925 $ 7,091.08 445 Units $371 420.57 Insurance Payable to Estate MONY Fol. NO. DB 536 76 72 $ 1,442.13 MONY Pol. NO. DB 537 37 02 3,043.00 New England Financial Policy No. 1995826 5,312.22 Penn Mutual Life Insurance Co. Policy No. 002389652 3,218.58 Prudential Ins. Co. of America Policy No. 07 033 555 2,838.78 Veterans Insurance Policy NO. V 17069937 9,474.90 25 329.61 Refunds Federal Income Tax Refund {2002) $ 31.00 Manor Care Refund 98.00 Patriot News Refund 32.80 State Income Tax Refund {2001) 595.00 State Income Tax Refund (2002) 18.00 774.80 TOTAL INVENTORY $577 951.52 RECEIPTS OF PRINCIPAL Page 5 Estate of Kenneth E Quickel AS of 10/25/2004 Receipts Subsequent to Inventory (Valued when received) 11/01/2002 Social Security (C. Quickel) $ 839.00 06/02/2004 Conseco Life Insurance Company Stale dated checks replaced by Company 2,292.16 TOTAL RECEIPTS SUBSEQUENT TO INVENTORY $ 3 131.16 SUMMARY Total Inventory $577 951.52 Total Receipts Subsequent To Inventory 3 131.16 TOTAL RECEIPTS OF PRINCIPAL $581 082.68 GAINS ~kND LOSSES ON SALES OR OTHER DISPOSITIONS Page 6 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 Gain Loss 01/13/2003 Sale of asset: AT & T wireless Services 826 Units Net Proceeds $ 5,847.90 Fiduciary Acquisition Value 5,592.02 Net Gain $ 255.88 01/13/2003 Sale of asset: Agere Systems, Inc. C1 A 4 Units Net Proceeds $ 6.71 Fiduciary Acquisition Value 3.60 Net Gain 3.11 01/13/2003 Sale of asset: Agere Systems Inc. C1 B 121 Units Net Proceeds $ 194.80 Fiduciary Acquisition Value 113.14 Net Gain 81.66 01/13/2003 Sale of asset: Allied Irish Banks PLC 684 Units Net Proceeds $ 19,240.33 Fiduciary Acquisition Value 19,032.30 Net Gain 208.03 01/13/2003 Sale of asset: Avaya Inc. 38 Units Net Proceeds $ 95.75 Fiduciary Acquisition Value 72.39 Net Gain 23.36 01/13/2003 Sale of asset: Lucent Technologies, Inc. 460 Units Net Proceeds $ 779.21 Fiduciary Acquisition Value 570.40 Net Gain 208.81 GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS Page 7 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 Gain Loss 01/13/2003 Sale of asset: Microsoft Corp. 1,600 Units Net Proceeds $ 90,239.20 Fiduciary Acquisition Value 88,536.00 Net Gain $ 4,703.20 01/13/2003 Sale of asset: NCR Corp New 22 Units Net Proceeds $ 561.42 Fiduciary Acquisition Value 493.24 Net Gain 68.18 01/13/2003 Sale of asset: SBC Communications 1,517 Units Net Proceeds $ 43,636.70 Fiduciary Acquisition Value 39,608.87 Net Gain 4,027.83 01/13/2003 Sale of asset: Tyco International Ltd. 600 Units Net Proceeds $ 10,277.68 Fiduciary Acquisition Value 8,763.00 Net Gain 1,514.68 01/13/2003 Sale of asset: Verizon Communications 632 Units Net Proceeds $ 25,753.22 Fiduciary Acquisition Value 24,031.80 Net Gain 1,721.42 01/13/2003 Sale of asset: Vodafone Group PLC 445 UniEs Net Proceeds $ 8,890.83 Fiduciary Acquisition Value 7,091.08 Net Gain 1,799.75 GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS Page 8 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 Gain Loss 01/13/2003 Sale of asset: Johnson & Johnson 224 Units Net Proceeds $ 12,499.06 Piduciary Acquisition Value 13,028.96 Net Loss $ 529.90 08/05/2003 Sale of asset: ARK Funds Blue Chip Equity Portfolio 309.3 Units Net Proceeds $ 4,259.09 Fiduciary Acquisition Value 3,841.53 Net Gain $ 417.56 08/05/2003 Sale of asset: ARK Funds Balanced Portfolio 445.49 Units Net Proceeds $ 5,466.21 Fiduciary Acquisition Value 4,944.98 Net Gain 521.23 08/05/2003 Sale of asset: ARK Funds Income Portfolio 1,513.62 Units Net Proceeds $ 15,484.36 Fiduciary Acquisition Value 15,650.86 Net Loss 166.50 08/05/2003 Sale of asset: ARK Funds Intermediate Fixed Income Portfolio 1,535.31 Units Net Proceeds $ 15,859.77 Fiduciary Acquisition Value 15,875.13 Net Loss 15.36 GAINS A/qD LOSSES ON SALES OR OTHER DISPOSITIONS Page 9 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 Gain Loss 08/05/2003 Sale of asset: ARK Funds US Gov~t Bond Portfolio 1,054.42 Units Net Proceeds $ 10,449.26 Fiduc.ary Acquisition Value 10,628.51 Net Loss $ .79.25 08/19/2003 Medco Health Solutions, Inc. Cash in lieu of fractional share (.12 sh) 0.12 Units Net Proceeds $ 2.91 Fiduciary Acquisition Value 2.89 Net Gain $ 0.02 04/23/2004 Sale of asset: Home Depot, Inc. 597 Units Net Proceeds $ 21,376.14 Fiduciary Acquisition Value 17,363.75 Net Gain 4,012.39 04/23/2004 Sale of asset: Medco Health Solutions, Inc. 24 Units Net Proceeds $ 753.98 Fiduciary Acquisition Value 578.12 Net Gain 175.86 04/23/2004 sale of asset: Prudential Financial, Inc. 31 Units Net Proceeds $ 1,311.24 Fiduciary Acquisition Value 908.92 Net Gain 402.32 04/23/2004 Sale of asset: ACM Income Fund 2,433 Units GAINS A~D LOSSES ON SALES OR OTHER DISPOSITIONS age 10 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 Gain Loss Net Proceeds $ 19,274.67 Fiduciary Acquisition Value 19,427.51 Net Loss $ 52.84 04/23/2004 Sale of asset: ACM Income Fund, Inc. 900 Units Net Proceeds $ 7,140.66 Fiduciary Acquisition Value 7,186.50 45.84 Net Loss 04/23/2004 Sale of asset: Merck & Co., Inc. 200 Units Net Proceeds $ 9,264.80 Fiduciary Acquisition Value 10,278.99 1 )14.19 Net Loss 04/27/2004 Sale of asset: Metlife Inc. 62 Units Net Proceeds $ 2,097.37 Fiduciary Acquisition Value 1,504.43 Net Gain $ 592.94 05/06/2004 Sale of asset: MONY Group, Inc. 214 Units Net Proceeds $ 6,405.22 Fiduciary Acquisition Value 5,494.45 Net Gain 910.77 05/13/2004 Sale of 224 sh Johnson & Johnson 224 Units Net Proceeds $ 12,224.40 Fiduciary Acquisition Value 13,028.96 804.56 Net Loss GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS Page 11 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 Gain Loss 06/01/2004 Sale of asset: 854 shs (with split, 1708 shares) Exelon Corp. 1,708 Units Net Proceeds $ 55,849.48 Fiduciary Acquisition Value 43,176.97 Net Gain $ 12~672.51 06/01/2004 Sale of asset: .144 shs Exelon Corp. Date of sale 4/23/04 0.144 Units Net Proceeds $ 4.59 Fiduciary Acquisition Value 4.92 Net Loss $ 0.33 06/01/2004 Sale of asset: .144 shs Exelon Corp. Date of sale: 6/10/04 0.144 Units Net Proceeds $ 4.61 Fiduciary Acquisition Value 4.92 Net Loss 0.31 Total Gains and Losses $34,321.51 $2 909.08 Less LOSS (2,909.08) Net Gain $ 31,412.43 DISBURSEMENTS OF PRINCIPAL ~age 12 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 Accrued Liabilities Cumberland Apothecary 01/09/2003 payment of liability: Cumberland Apothecary Check number 93 $ 960.95 St. Stephen's Episcopal Church 05/13/2003 Payment of pledge made to St. Stephen's Episcopal Church Check number 1016 5~000.00 Other Liabilities Social Security Repayment 05/06/2003 Social Security Repayment of benefits paid following death of Carolyn C. Quickel Check number 1008 ,790.00 Administration Expenses (Prin) 02/05/2003 Register of Wills, Agent payment of estimated Inheritance Tax $ 21,000.00 08/05/2003 Register of Wills Fee to file tax return and inventory 25.00 11/24/2003 Refund of overpayment of Inheritance Tax 421.94 603.06 Fees and Commissions (Prin) 11/05/2002 Allfirst Trust - Trustee fee $ 99.15 11/05/2002 Allfirst Trust Trustee fee 10.00 12/05/2002 Allfirst Trust Trustee fee 99.24 12/05/2002 Allfirst Trust - Trustee fee 10.00 01/06/2003 Allfirst Trust - Trustee fee 97.78 01/06/2003 Allfirst Trust - Trustee fee 10.00 02/05/2003 Allfirst Trust - Trustee fee 97.76 DISBURSEMENTS OF PRINCIPAL 'age 13 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 03/05/2003 Allfirst Trust - Trustee fee $ 97.86 04/07/2003 Allfirst Trust - Trustee fee 97.92 05/05/2003 Allfirst Trust - trustee fee 98.15 06/05/2003 Allfirst Trust - Trustee fee 98.53 07/07/2003 Allfirst Trust Trustee fee 98.40 08/06/2003 Allfirst Trust Trustee fee 128.15 09/08/2003 M & T Trust - Trustee fee 128.09 09/19/2003 Keefer Wood Allen & Rahal Legal Fees and disbursements Check number 1021 6,268.12 10/06/2003 M & T Trust Trustee fee 128.00 11/06/2003 M & T Trust - Trustee fee 127.92 12/08/2003 M & T Trust Trustee fee 127.84 01/08/2004 M & T Trust - Trustee fee 127.76 02/06/2004 M & T Trust - Trustee fee 127.68 03/08/2004 M & T Trust - Trustee fee 127.60 04/06/2004 M & T Trust - Trustee fee 127.52 10/19/2004 Stephen W. Quickel Executor Fee Check number 1028 20,000.00 10/25/2004 Keefer Wood Allen & Rahal, LLP Attorney fees and disbursements Check number 1029 14,657.85 $ 42,991.32 Funeral Expenses (Prin) 01/06/2003 Stephen W. Quickel, Executor reimbursement for funeral expenses: Honoraria to St. Stephen ministers/musicians for memorial service ($500), probate fee ($387) and dinner and travel expenses of family members Check number 96 $ 1,935.00 DISBURSEMENTS OF PRINCIPAL )age 14 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 01/08/2003 Myers-Harner Funeral Home, Inc. Check number 94 $ 2,584.00 01/13/2003 West Shore Country Club - funeral reception Check nu~ber 95 587.67 04/29/2003 West Shore Country Club Check number 1001 36.84 $ 5,143.51 Other Expenses (Prin) 03/21/2003 Conseco checks returned and debited to account (stale dates) $ 1,234.24 03/21/2003 Bank service charge for returned checks 59.50 04/28/2003 East Pennsboro Ambulance Service Check number 1002 50.00 04/28/2003 MBNA Credit Card bill Check number 1004 79.14 04/29/2003 Verizon Check number 1007 14.61 05/01/2003 West Shore EMS Check number 1006 464.89 05/02/2003 West Shore EMS Check number 1003 184.20 05/02/2003 Bank service charges for April 2003 50.00 05/06/2003 Camp Hill Fire Company No. 1 Check number 1005 584.00 07/15/2003 Home Instead (health care aide) Check number 1019 733.70 05/14/2004 Wire transfer fee 25.00 3,479.28 TOTAL DISBURSEMENTS OF PRINCIPAL $1L2,968.12 == DISTRIBUTIONS OF PRINCIPAL TO BENEFICIkRIES Page 15 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 To: Stephen W Quickel Share of Residue 05/27/2004 Estate Checking Account $150,000.00 Check number 1026 To: Kenneth E Quickel, Jr. Share of Residue 05/27/2004 Estate Checking Account 150 000.00 Check nun~Der 1025 To: Carolyn Q Gouse Share of Residue 05/27/2004 Estate Checking Account 150 000.00 Check number 1024 To: Stephen J Quickel Share of Residue 06/18/2003 Estate Checking Account 5 )00.00 Check number 1009 To: Jennifer Q Waring Share of Residue 06/18/2003 Estate Checking Account 000.00 Check number 1010 To: Robert Quickel Share of Residue 06/18/2003 Estate Checking Account 000.00 Check number 1011 To: Mary Beth Q Swanson Share of Residue 06/18/2003 Estate Checking Account 000.00 Check number 1012 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIA~RIES Page 16 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 To: David Quickel Share of Residue 06/18/2003 Estate Checking Account $ S,000.00 Check number 1013 To: Kenneth Gouse Share of Residue 06/18/2003 Estate Checking Account 5.000.00 Check number 1014 To: Dennis L Gouse, Jr. Share of Residue 06/18/2003 Estate Checking Account 5 000.00 Check number 1015 To: Johns Hopkins Sch of Medicine Charitable Bequest 06/30/2003 Estate Checking Account 000.00 Check number 1017 To: Pinnacle Health Foundation Charitable Bequest 07/25/2003 Estate Checking Account 000.00 Check number 1018 TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $490 000.00 PRINCIPAL BALANCE ON HAND Page 17 Estate of Kenneth E Quickel As of 10/25/2004 Current Car3ying Value Value Checking Accounts Estate Checking Account $ 23,114.91 $ 23 114.91 $ 23,114.91 $ 23 114.91 Less: Income balance on hand 13,587.92 13 587.92 PRINCIPAL BALANCE ON HAND $ 9,526.99 $ 9 526.99 INFORMATION SCHEDULES Page 18 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 Changes in Investment Holdings ACM Income Fund Inc. $ 26,614.01 04/23/2004 Sale of asset: ACM Income Fund 2,433 Units -19,427.51 04/23/2004 Sale of asset: ACM Income Fund, Inc. 900 Units 7,186.50 $ o.oo AT&T Wireless Services Inc. $ 5,592.02 01/13/2003 Sale of asset: AT & T Wireless Services 826 Units -5,592.02 0.00 Agere Systems Inc. Cl. A $ 3.60 01/13/2003 Sale of asset: Agere Systems, Inc. C1 A 4 Units -3.60 0.00 Agere Systems Inc. C1.B $ 113.14 01/13/2003 Sale of asset: Agere Systems Inc. C1 B 121 Units 113.14 0.00 Allied Irish Banks PLC $ 19,032.30 01/13/2003 Sale of asset: Allied Irish Banks PLC 684 Units 19,032.30 0.00 Ark Funds Balanced Portfolio $ 4,944.98 08/05/2003 Sale of asset: ARK Funds Balanced Portfolio 445.49 Units -4,944.98 0,00 INFORMATION SCHEDULES Page 19 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 Ark Funds Blue Chip Equity Portf. $ 3,841.53 08/05/2003 Sale of asset: ARK Funds Blue Chip Equity Portfolio 309.3 Units 3,841.53 $ 0.00 Ark Funds Income Portfolio $ 15,650.86 08/05/2003 Sale of asset: AtK Funds Income Portfolio 1,513.62 Units 15,650.86 0.00 Ark Funds Intermediate Fixed Income $ 15,875.13 08/05/2003 Sale of asset: ARK Funds Intermediate Fixed Income Portfolio 1,535.31 Units -15,875.13 0.00 Ark Funds U.S.Government Bond Portf $ 10,628.51 08/05/2003 Sale of asset: ARK Funds US Gov't Bond Portfolio 1,054.42 Units -10,628.51 0.00 Avaya Incorporated $ 72.39 01/13/2003 Sale of asset: Avaya Inc. 38 Units -72.39 0.00 Exelon Corporation $ 40,768.24 12/10/2002 Exelon Corporation Dividend (reinvested) (Income reported on decedent's final income tax return} 6.884 Units 357.62 03/10/2003 Dividend (reinvested) 7.703 Units 377.04 06/10/2003 Dividend (reinvested) 6.485 Units 380.58 INFORMATION SCHEDULES Page 20 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 09/10/2003 Dividend (reinvested) 6.916 Units $ 416.92 12/10/2003 Dividend (reinvested) 6.577 Units 420.38 03/10/2004 Dividend (reinvested) 6.815 Units 466.03 05/06/2004 Exelon Corp. 2:1 stock split 854.144 Units 0.00 06/01/2004 Sale of asset: 854 shs (with split, 1708 shares) Exelon Corp. 1,708 Units -43,176.97 06/01/2004 Sale of asset: .144 shs Exelon Corp. Date of sale 4/23/04 0.144 Units 4.92 06/01/2004 Sale of asset: .144 shs Exelon Corp. Date of sale: 6/10/04 0.144 Units 4.92 $ o.oo Home Depot Inc. $ 17,363.75 04/23/2004 Sale of asset: Home Depot, Inc. 597 Units -17,363.75 0.00 Johnson & Johnson $ 13,028.96 05/13/2004 Sale of 224 sh Johnson & Johnson 224 Units -13,028.96 0.00 Johnson & Johnson (Allfirst) $ 13,028.96 01/13/2003 Sale of asset: Johnson & Johnson 224 Units -13,028.96 0.00 INFORMATION SCHEDULES Page 21 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 Lucent Technology Inc. $ 570.40 01/13/2003 Sale of asset: Lucent Technologies, Inc. 460 Units -570.40 $ 0.00 MONY Group, Inc. $ 5,494.45 05/06/2004 Sale of asset: MONY Group, Inc. 214 units -5,494.45 0.00 Medco Health Solutions, Inc. $ 0.00 08/19/2003 Spin-off of Medco Health Solutions, Inc. from Merck & Co., Inc. 24.12 Units 581.01 08/19/2003 Medco Health Solutions, Inc. Cash in lieu of fractional share (.12 sh) 0.12 Units -2.89 04/23/2004 Sale of asset: Medco Health Solutions, Inc. 24 Units 578.12 0.00 Merck & Co. Inc. $ 10,860.00 08/19/2003 Spin off of Medco Health Solutions, Inc. from Merck & Co., Inc. -581.01 04/23/2004 Sale of asset: Merck & Co., Inc. 200 Units 10,278.99 0.00 MetLife $ 1,504.43 04/27/2004 Sale of asset: Metlife Inc. 62 Units -1,504.43 0.00 Microsoft Corp. $ 85,536.00 01/13/2003 Sale of asset: Microsoft Corp. 1,600 Units -85,536.00 0,00 INFORMATION SCHEDULES Page 22 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 NCR Corp. New $ 493.24 01/13/2003 Sale of asset: NCR Corp New 22 Units 493.24 $ o.oo Prudential Financial, Inc. $ 908.92 04/23/2004 Sale of asset: Prudential Financial, Inc. 31 Units -908.92 0.00 SBC Communications Inc. $ 39,608.87 01/13/2003 Sale of asset: SBC Communications 1,517 Units -39,608.87 0.00 Tyco International Ltd $ 8,763.00 01/13/2003 Sale of asset: Tyco International Ltd. 600 Units -8,763.00 0.00 Verizon Communications $ 24,031.80 01/13/2003 Sale of asset: Verizon Communications 632 Units -24,031.80 0.00 Vodafone Group PLC New $ 7,091.08 01/13/2003 Sale of asset: Vodafone Group PLC 445 Units 7,091.08 0.00 Conseco Life Insurance Company $ 2,292.16 06/02/2004 Conseco Life Insurance Company Stale dated checks replaced by company 2,292.16 0.00 INFORmaTION SCHEDULES Page 23 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 Federal Income Tax Refund $ 31.00 08/02/2003 Collection of asset: Federal income tax refund 31.00 $ 0.00 MONY PO1. No. DB 536 76 72 $ 1,442.13 11/11/2003 Collection of MONY Policy DB 536 76 72 1,442.13 0.00 MONY Pol. No. DB 537 37 02 $ 3,043.00 11/11/2003 Collection of MONY Policy NO. DB 537 37 02 3,043.00 0.00 Manor Care $ 98.00 05/04/2004 Collection of asset: Manor Care refund -98.00 0.00 New England Financial $ 5,312.22 06/22/2004 Collection of asset: New England Financial Life Insurance policy proceeds plus interest -5,312.22 0.00 Patriot-News Refund $ 32.80 11/19/2002 Collection of asset: Patriot-News refund -32.80 0.00 Penn Mutual Life Insurance Co. $ 3,218.58 05/12/2004 Collection of asset and accrued interest: Penn Mutual Life Insurance Company Policy No. 002389652 3,218.58 0.00 INFORMATION SCHEDULES Page 24 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 Prudential Ins. Co. of America $ 2,838.78 05/05/2004 Collection of asset: Prudential Ins. Co. of America Policy No. 07 033 555 2,838.78 $ o.oo State Income Tax Refund (2001) $ 595.00 05/12/2003 Collection of Asset: 2001 State Income Tax Refund -595.00 0.00 State Income Tax Refund (2002) $ 18.00 08/02/2003 Collection of Asset: State income tax refund for 2002 18.00 0.00 Veterans Insurance $ 9,474.90 08/18/2004 Collection of asset: VA Life Insurance $9,474.90 Interest $1,110.25 -9,474.90 0.00 Cumberland Apothecary $ 960.95 01/09/2003 Payment of liability: cumberland Apothecary -960.95 0.00 Social Security Repayment $ 34,790.00 05/06/2003 Social Security Repayment of benefits paid following death of Carolyn C. Quickel 34,790.00 0.00 St. Stephen's Episcopal Church $ 5,000.00 05/13/2003 Payment of pledge made to St. Stephen's Episcopal Church -5,000.00 0.00 RECEIPTS OF INCOME Page 25 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 Dividends ACM Income Fund Inc. 11/15/2002 Dividend $ 274.97 12/20/2002 Dividend 274.97 01/17/2003 Dividend 274.97 02/21/2003 Interest 274.97 03/25/2003 Interest 241.64 04/17/2003 Dividend 241.64 05/16/2003 Dividend 241.64 06/20/2003 Dividend 241.64 07/18/2003 Dividend 241.64 08/15/2003 Dividend 224.98 09/19/2003 Dividend 224.98 10/17/2003 Dividend 224.98 11/21/2003 Dividend 224.98 12/19/2003 Dividend 224.98 01/23/2004 Dividend 224.98 02/20/2004 Dividend 224.98 03/25/2004 Dividend 224.98 04/16/2004 Dividend 224.98 4,332.90 Alliance Govt. Reserves (JMS) 11/15/2002 Dividend $ 8.23 12/31/2002 Dividend 7.92 01/15/2003 Dividend 2.07 RECEIPTS OF INCOME Page 26 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 02/14/2003 Dividend $ 4.03 03/14/2003 Dividend 2,74 04/15/2003 Dividend 2.64 05/15/2003 Dividend 2.30 06/13/2003 Dividend 2.21 07/15/2003 Dividend 1.67 08/15/2003 Dividend 1.51 09/15/2003 Dividend 0.94 10/15/2003 Dividend 0.95 11/14/2003 Dividend 1.00 12/31/2003 Dividend 1.54 01/15/2004 Dividend 0.54 02/13/2004 Dividend 1.07 03/15/2004 Dividend 0.81 04/15/2004 Dividend 0.81 05/14/2004 Dividend 4.61 47.59 Ark Funds Balanced Portfolio 01/02/2003 Dividend $ 24.45 04/01/2003 Dividend 21.37 07/01/2003 Dividend 14.25 60.07 Ark Funds Blue Chip Equity Portf. 01/02/2003 Dividend $ 5.75 04/01/2003 Dividend 8.86 RECEIPTS OF INCOME Page 27 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 07/01/2003 Dividend $ 5.79 20,40 Ark Funds Income Portfolio 11/01/2002 Dividend $ 58.44 12/02/2002 Dividend 51.43 01/02/2003 Dividend 50.90 02/03/2003 Dividend 51.35 03/03/2003 Dividend 48.03 04/01/2003 Dividend 52.92 05/01/2003 Dividend 53.08 06/02/2003 Dividend 52.38 07/01/2003 Dividend 45.43 08/01/2003 Dividend 42.17 09/04/2003 Dividend 5.93 512.06 Ark Funds Intermediate Fixed Income 11/01/2002 Dividend $ 57.31 12/02/2002 Dividend 50.99 01/02/2003 Dividend 52.33 02/03/2003 Dividend 51.42 03/03/2003 Dividend 42.63 04/01/2003 Dividend 55.60 05/01/2003 Dividend 52.98 06/02/2003 Dividend 51.12 07/01/2003 Dividend 44.73 RECEIPTS OF INCOME Page 28 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 08/01/2003 Dividend $ 43.25 09/04/2003 Dividend 5.69 508.05 Ark Funds U.S.Government Bond Portf 11/01/2002 Dividend $ 39.28 12/02/2002 Dividend 35.99 01/02/2003 Dividend 33.90 02/03/2003 Dividend 32.99 03/03/2003 Dividend 30.95 04/01/2003 Dividend 32.81 05/01/2003 Dividend 31.63 06/02/2003 Dividend 31.73 07/01/2003 Dividend 27.15 08/01/2003 Dividend 26.13 09/04/2003 Dividend 4.00 326.56 Ark Money Market Acct. #4351536925 11/01/2002 Dividend $ 35.51 Dreyfus Liquid Assets 12/26/2002 Redemption of asset: Dreyfus Liquid Assets account 15.03 Exelon Corporation 12/10/2002 Exelon Corporation Dividend (reinvested) (Income reported on decedent's final income tax return) 357.62 03/10/2003 Dividend (reinvested) 377.04 06/10/2003 Dividend (reinvested) 380.58 RECEIPTS OF INCOME Page 29 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 09/10/2003 Dividend (reinvested) $ 416.92 12/10/2003 Dividend (reinvested) 420.38 03/10/2004 Dividend (reinvested) 466.03 06/10/2004 Debit account for dividend paid on Exelon stock (6/10/04) -234.85 06/10/2004 Dividend paid 234.89 2,418.61 Federated Money Market Mgmt. 12/24/2002 Redemption of Federated Money Market Account $ 29.31 Home Depot Inc. 12/19/2002 Dividend 35.82 03/27/2003 Dividend 35.82 06/26/2003 Dividend 35.82 09/18/2003 Dividend 41.79 12/18/2003 Dividend 41.79 03/25/2004 Dividend 41.79 232.83 Johnson & Johnson 12/10/2002 Dividend (deposited 3/17/03) $ 45.92 03/11/2003 Dividend 45.92 06/10/2003 Dividend 53.76 09/09/2003 Dividend 53.76 12/09/2003 Dividend 53.76 03/09/2004 Dividend 53.76 306.88 RECEIPTS OF INCOME Page 30 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 Johnson & Johnson (Allfirst) 12/10/2002 Dividend $ 45.92 MONY Group, Inc. 12/23/2002 Dividend (deposited 3/17/03) 96.30 MTB Money Market Fund 09/02/2003 Monthly dividend 19.15 09/02/2003 Monthly dividend 0.47 10/01/2003 Monthly dividend 29.69 10/01/2003 Monthly dividend 0.66 11/05/2003 Monthly dividend 31.00 12/01/2003 Monthly dividend 30.87 01/02/2004 Monthly dividend 30.97 02/02/2004 Monthly dividend 30.80 03/01/2004 Monthly dividend 28.24 04/01/2004 Monthly dividend 30.02 05/03/2004 Monthly dividend 23.73 255.60 Merck & Co. Inc. 01/02/2003 Dividend $ 72.00 04/02/2003 Dividend 72.00 07/01/2003 Dividend 72.00 10/01/2003 Dividend 74.00 01/02/2004 Dividend 74.00 04/01/2004 Dividend 74.00 438.00 RECEIPTS OF INCOME Page 31 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 MetLife 12/15/2002 Dividend $ 13.02 Prudential Financial, Inc. 12/18/2002 Dividend Dividend paid $12.40 Tax withheld $3.72 8.68 11/03/2003 Dividends 15.50 24.18 SBC Communications Inc. 11/01/2002 Dividend $ 409.59 02/03/2003 Dividend 409.59 819.18 Tyco International Ltd 11/02/2002 Dividend $ 7.50 02/03/2003 Dividend 7.50 15.00 Verizon Communications 11/01/2002 Dividend $ 243.32 02/03/2003 Dividend 243.32 486.64 Veterans Insurance 03/20/2003 Insurance dividend $ 446.70 Vodafone Group PLC New 02/18/2003 Dividend 57.40 Total Dividends $ 1,543.74 RECEIPTS OF INCOME Page 32 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 Interest Allfirst Checking Account 11/08/2002 Collection of accrued ($17.05) Monthly interest {$5.93) $ 5.93 12/09/2002 Monthly interest 22.98 01/09/2003 Monthly interest 6.55 02/10/2003 Monthly interest 1.81 03/10/2003 Monthly interest 1.59 04/08/2003 Monthly interest 1.64 05/08/2003 Monthly interest 1.50 06/09/2003 Monthly interest 1.09 07/03/2003 Monthly interest 0.92 44.01 Ark Money Market Acct. ~4351536925 12/02/2002 Interest $ 30.15 01/02/2003 Interest 29.12 02/03/2003 Interest 13.33 72.60 Ark Money Market Portfolio 11/01/2002 Interest $ 2.30 11/01/2002 Interest 1.38 12/02/2002 Interest 0.90 12/02/2002 Interest 2.66 01/02/2003 Interest 0.93 01/02/2003 Interest 2.10 02/03/2003 Interest 0.81 RECEIPTS OF INCOME Page 33 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 02/03/2003 Interest $ 0.96 03/03/2003 Interest 0.57 03/03/2003 Interest 0.84 04/01/2003 Interest 0.64 04/01/2003 Interest 0.94 05/01/2003 Interest 1.55 06/02/2003 Interest 0.62 06/02/2003 Interest 1.04 07/01/2003 Interest 0.60 07/01/2003 Interest 0.92 08/01/2003 Interest 0.62 08/01/2003 Interest 0.94 08/27/2003 InTerest 11.16 08/27/2003 Interest 0.42 32.90 Estate Checking Account 12/18/2002 Interest $ 7.34 01/21/2003 Interest 113.72 02/20/2003 Interest 77.60 03/19/2003 Interest 89.69 04/17/2003 Interest 346.60 05/20/2003 Interest 374.96 06/18/2003 Interest 286.11 07/03/2003 Interest 151.38 07/21/2003 Interest 112.76 RECEIPTS OF INCOME Page 34 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 08/21/2003 Interest $ 231.72 09/19/2003 Interest 216.91 10/21/2003 Interest 234.19 11/21/2003 Interest 227.01 12/19/2003 Interest 198.19 01/21/2004 Interest 210.69 02/20/2004 Interest 191.89 03/19/2004 Interest 179.19 04/21/2004 Interest 212.45 04/27/2004 Interest (adjustment credit) 0.04 05/21/2004 Interest 257.59 06/21/2004 Interest 140.74 07/21/2004 Interest 32.38 08/20/2004 Interest 33.44 09/21/2004 Interest 42.95 10/19/2004 Interest 44.16 M & T Bank Checking Account 07/09/2003 Monthly interest $ 0.09 08/08/2003 Monthly interest 0.68 09/09/2003 Monthly interest 0.72 10/09/2003 Monthly interest 0.68 11/07/2003 Monthly interest 0.66 12/10/2003 Monthly interest 0.73 01/01/2004 Monthly interest 0.70 RECEIPTS OF INCOME Page 35 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 02/09/2004 Monthly interest $ 0.71 03/09/2004 Monthly interest 0.66 04/09/2004 Monthly interest 0.79 6.42 New England Financial 06/22/2004 Collection of asset: New England Financial Life Insurance policy proceeds plus interest $ 299.52 Penn Mutual Life Insurance Co. 05/12/2004 Collection of asset and accrued interest: Penn Mutual Life Insurance Company Policy No. 002389652 193.56 Prudential Ins. Co. of America 05/05/2004 Collection of asset: Prudential Ins. Co. of America Policy No. 07 033 555 107.62 05/26/2004 Additional interest paid on policy 23.51 131.13 Veterans Insurance 08/18/2004 Collection of asset: VA Life Insurance $9,474.90 Interest $1,110.25 $ 1,110.25 Total Interest $ 5,904.09 Other Income Conseco Life Insurance Company 09/21/2003 Payment dated 9/21/2003 176.32 Prudential Annuity 08/12/2003 Prudential Annuity Payment Gross amount: $235.10 Tax withheld: $23.51 211.59 Total Other Income 387.91 TOTAL RECEIPTS OF INCOME $ ~7,835.74 DISBURSEMENTS OF INCOME Page 36 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 01/21/2003 Federal income tax withheld on interest earned in estate checking account $ 34.12 02/20/2003 Federal income tax withheld on interest earned on estate checking account 23~28 03/19/2003 Tax withheld 26.91 04/17/2003 Tax withheld 103.98 05/20/2003 Tax withheld on interest paid on Estate Checking account 112.49 06/18/2003 Tax withheld on estate checking account interest 85.83 07/03/2003 Federal tax withheld on interest earned in estate checking account 45.41 07/21/2003 Federal income tax withheld on interest earned in estate checking account 31.57 08/21/2003 Federal income tax withheld on interest earned in estate checking account 64.88 09/19/2003 Federal income tax withheld on interest earned in estate checking account 60.73 10/21/2003 Federal income tax withheld on interest earned in estate checking account 65.57 11/21/2003 Federal income tax withheld on interest earned in estate checking account 63.56 12/19/2003 Federal income tax withheld on interest earned in estate checking account 55.49 01/21/2004 Federal income tax withheld on interest earned in estate checking account 61.10 02/20/2004 Federal income tax withheld on interest earned in estate checking account 55.64 03/19/2004 Federal income tax withheld on interest earned in estate checking account 51.96 04/09/2004 Pennsylvania Department of Revenue 2003 Fid Income Tax on Kenneth & Carolyn DISBURSEMENTS OF INCOME Page 37 Estate of Kenneth E Quickel For Period 10/31/2002 Through 10/25/2004 Quickel Trust Account $ 28.00 04/12/2004 Federal income tax for 2003 Check number 1022 2,844.00 04/12/2004 Pennsylvania income tax for 2003 Check number 1023 602.00 04/21/2004 Federal income tax withheld on interest paid by estate checking account 61.61 04/27/2004 Credit for Federal income tax withheld (March) w51.96 04/27/2004 Credit for Federal income tax withheld {April) 61.61 04/27/2004 Credit for Federal income tax withheld {January and February) -116.74 $ 4,247.82 TOTAL DISBURSEMENTS OF INCOME $ 4,247.82 ==:======== Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/15/2005 QUICKEL STEPHEN W 65 CHAPEL ROAD NEW HOPE, PA 18938 RE: Estate of QUICKEL KENNETH E File Number: 2002-01060 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: 10/31/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~~ GLENDA FARNER STRASBAuGH REGISTER OF WILLS cc: File Counsel Judge ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/15/2005 WHITLEY BRIDGET M KEEFER,WOOD,ALLEN & RAHAL P. O. BOX 11963 HARRISBURG, PA 17108-1963 RE: Estate of QUICKEL KENNETH E File Number: 2002-01060 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. I, 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: 10/31/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~ - ~ ' . L; .' ' /,' '7-' , ~if~'~ . GLENDA FAm~ER STRASBA~GH REGISTER OF WILLS cc: File Personal Representative(s) Judge \-~ Cumberland County - Register Of Wills One Courthouse Square Carlislel PA 17013 phone: (717) 240-6345 Date: 9/14/2006 WHITLEY BRIDGET M SKARLATOS & ZONARICH LLP 17 S 2ND ST 6TH FLOOR HARRI SBURG I PA 17101-2039 RE: Estate of QUICKEL KENNETH E File Number: 2002-01060 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 19921 the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/31/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report I please disregard this notice. Si~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) ~ Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/14/2006 QUICKEL STEPHEN W 65 CHAPEL ROAD NEW HOPE, PA 18938 RE: Estate of QUICKEL KENNETH E File Number: 2002-01060 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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: 10/31/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugn Clerk of the Orphans' Court cc: File Counsel ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Kenneth E. Quickel Date of Death: October 31.2002 Estate No.: 2002-01060 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 _ No L. 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 -X- No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: September 19.2006 -fl/:{~~ Signature \i,..j "J"-'/, 1 ;1."... \ I.J '_'..I '...1, ,."j' .cj ;"11 1" I W n(.....V-~l (\ 1\ I'~-::; .7' '-~ r" v .Lul v',) ""'\!'''''-:ddO -I (~ '~';:J' ~::r~ _n...... I.L...J 10 Robert R. Church. Esq. Name (Please type or print) Keefer, Wood, Allen & Rahal LLP 210 Walnut St., P.O. Box 11963 Harrisburg. PA 17108-1963 Address rO : I ~\ld 12 d3S gaOZ (717) 255-8059 Tel. No. Capacity: _ Personal Representative L Counsel for personal representative J .....!(..; -v....,. I If", r"'l-- r", ........ -" I j Ii-;.,: ; : /.;' :!';I (,<,,: ........ Vt-l_.JV \,J_J\Juu",-,.jCJ CHARLES W. RUBENDALL n ROBERT L. WELDON EUGENE E. PEPINSKY, .JR. .JOHN H. ENOS m GARY E. FRENCH DONNA S. WELDON BRADFORD DORRANCE .JEFFREY S. STOKES ROBERT R. CHURCH STEPHEN L. GROSE R. SCOTT SHEARER ELYSE E. ROGERS CRAIG A. LONGYEAR .JOHN A. FEICHTEL DONALD M. LEWISJII: STEPHANIE KLEINFELTER ERIC R. AUGUSTINE TODD F. TRUNTZ CAROL L VERISH KEEFER WOOD ALLEN & RAHAL, LLP ATTORNEYS AT LAW 210 WALNUT STREET P. O. BOX 11963 HARRISBURG, PA 17108-196~..' ESTABLISHED IN 1878 OF COUNSEL: HEATH L. ALLEN N. DAVID RAHAL SAMUEL C. HARRY PHONE 17171 255-8000 ." WEST SHORE OFFICE: 415 FALLOWFIELD ROAD CAMP HILL, PA 17011 (717) 612-5800 EIN No. 23-0716135 www.keeferwood.com WRITER'S CONTACT INFORMATION: September 19,2006 (717) 255-8059 Fax: (717) 255-8003 E-mail address:rchurchlWkeeferwood.com Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3392 Re: Estate of Kenneth E. Ouickel To the Register: Enclosed for filing please find a Status Report Under Rule 6.12, indicating that the administration of the above-referenced Estate has been completed. I am also enclosing an additional copy, along with a self-addressed, stamped envelope. Please date and time stamp your receipt of the Status Report on the enclosed copy, and return it tome. Thank your for your assistance in this matter. RRC/kpf' . Enclosures :,;,."'T' Very truly yours, 1'.;) (; g~:;; KEEFER WOOD ALLEN ~~HAL;-bLP , ',J P' By (IJ () ~~:~~,~ ~ --< t< <0' .- /' -0 Robert R. Church ;..~~._ 11 ::l!; :jjS ::"""9 -,-I .J.... c::> N '.. -~~ C-) --- r-;-1