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Home My WebLink About03-0839 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of Santo L. DiNunzio No. ,21- ~O~- 7,.~ also known as To: Register of Wills for the Deceased. County of Cumberland in the Social Security No. 188-30-9599 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Y0~r petitioner(s), who is/are 18 years of age or older, appl igs the above decedent. for letters of administration on the estate of Decedent was domiciled at death in Cumberland County, Pennsylvania, with h i~ last family or principal residence at 6701 Salem Park Circle. Hampden Two.. Mechanicsburg. (list street, number, Twp. or Boro.) Decedent, then 62 years of age, died 8/25/03 at Harrisbum. Hospital, Harrisburg1 PA Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: Premises situate in Hampden Township, Cumberland County, known as 6701 Salem Park Circle, Mechanicsbur9, PA 17050 Petitioner the following spouse (if any) and heirs: Name Lisa M. DiNunzio Anqela M. DiNunzio Nanette M. DiNunzio after a proper search ha s ascertained that decedent left no will and was survived by Relationship Daughter Dauqhter Dauqhter Residence !219 S. Railroad Street Palmyra PA 17078 2121 Dickson Drive, Apt. 241 Austin TX 78704 912 1/2 E. 37th St., Garage Apt. Austin TX 78705 THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. /,~.. ,~~ ~'~%y~ 219 S. Railroad Street ~ / Palmvrjt ~ ~/T3~a IVf. biN~nzio ' ,~' - PA 17078 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 3 COUNTY OF Cumberlandj~ 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 representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or a_~rrn~d gna subscribed before me this __ Octob, r, 2003. ~day of f (_./7 so. l-OS - Estate of Santo L. DiNunzio ,Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW ~ )~ tl Ji {~, ~.0C_L~ , in consideration of the petition on the reverse side hereof, sati.sfactory proof having been presented before me, IT IS DECREED that L.._~ ~ ~ ~ ~,.~x.x~"~, D is/are entitled to Letters &Administration, and in accord with such finding, Letters of Administration are hereby granted to ~-~3,~C.~ ~ "~', ~t,t-I in the estate of Santo L. DiNunzio FEES Letters of Administration ...... $ Short Certificates ( ) ...... $ Renunciation ............ $ TOTAL $ Filed i0- 15 -~oo~ AD ' ' ' { Register of Wills I Gerald J. BrJnser, EsquJre ATTORNEY (SUp. Ct. I.D. No.) 6 E. Main Street, P.O. Box 323 Palmyra PA 17078 ADDRESS (717)838-6348 PHONE 7178~86912 BWZ 586 P01 SEP 30 '0] 09:49 RENUNCIATION Estate of SANTO L. DiNUNZIO also known as_. Deceased No. 2_1 03, The undersigned.. NANETTE M. OiNUNZIO, DAUGHTER (Relatlonsl~ll;)) (Cepa;Ity) the above Decedent, hereby renounce(s) tt~e right to administer the estate and respectfully request(s) that Letters OF ADMINISTRATION be issued to LISA M, DiNUNZIO Witness MY hand this ..... day of SEPTEMBER , 2003 . ...... ~ '~'--TSIgnature)- '' ~__~ 912 1/2 E, 37TH ST., GARAGE APT. AUSTIN TX 78705 (Adoress) (Sl0nature) (AOdres$) (Signature) of Sworn to or affirmed and su/l~scribed before me this cz~~ day of Nota~ytPu~lic My Commission Expires://[-~9- (s~gnature ind seal of Nota~y or other official qualified to adminifler oatlls, Show dat~ of expiration of NOlary'l cOmmission,) NOTE; Renunciations executed outside the Office of Register of Wlll:~ are required ir1 some counties to De nolarized, RW-3 ?178386912 8~Z 586 P02 SER 30 '03 09:49 RENUNCIATION Estate of SANTO L. DiNUNZIO also known as , Deceased No 21 03 -R2,q The undemigned, ANGELA M. DiNUNZ!..O., DAUGHTER (Relalion~hip) the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters OF ADMINISTRATION be issued to LISA M, DiNUNZIO Witness MY hand this .. day of SEPTEMBER , 2003 _ _ (,) v (Signature) '"' 2121 D1CKSON DRIVE, APT. 241 AUSTIN TX 78704 (Address) ($1gnalure) (Address) of Sworn to or affirmed and s~bscribed before me this c~~'~Y'-~'/ day of N0t~[ry P[Jblic - My Commission Expires: //- (Signalura ,,nd 8e~l of Notary or Oate of expiration or NOra,s ¢~mmls~Jon.) NOTE: Renuncialions executed outside the OffiCe of Register of Wills am mquire¢l in '~ome counties lo be notarized, RW-3 i05.805 REX' 9/86 This is to certify that the information here given is correctly copied [~rom an original certificate o£ death du. ly filed with me as Local .Registrar. The original certificate will be forwarded to thc State Vital Records O£fice for permanent ~ling. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 949{3248 No. COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH CO NTY OF OEAI'H I CII~ BORO. ll~P OF DEATH ]FACILITY NNME Iff ~o~ ~u,lu~oo ~ve s~e~ a~l nun.s, ]~ ~CE~ ~ H~ ~IN? ]R~E ~' ~' I~- ~rl~g I~ H~risb,,~ ~; ~ ~.~"~ ~*- ' .... ~cE~m'susu~ ~S,N~S~. m ' ~n.~..~.=.,:~~ "~ I~. I,o wnlce 6701 ~1~ P~k Circle ~s,~ ~c~ics~g, PA 17050 "- ,~.~ ~land ,,. Nicolas D~io INFORMANT'S NAME (Tyi~Prlni] Janna McConnel 1 ,,. Antoinette T.anan~,,:LLda I~ 19 Chestnut Street t~non, PA 17042 2,,. Hollinmr (~r~nw 2,d. Mt.Holly Springs, PA 2.oo3 [] -MF-I REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: SANTO L. DiNUNZIO Date of Death: 8/25/03 Will No. 2003-00839 Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the-.'_ ..~,,g beneficiaries of the above-captioned estate on 10/24/03 · Name Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: ALL THREE (3) SISTERS, LISA M. DiNUNZIO, ANGELA M. DiNUNZIO AND NANETTE M. DiNUNZIO, MET IN OUR OFFICE. Date: 10/24/03 Signature Name: GERALD J. BRINSER. ESQUIRE Address: 6 E. MAIN STREET, P.O. BOX 323 PALMYRA PA 17078 Telephone(717) 838- 6348 Capacity: X Personal Representative Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003966 BRINSER GERALD J 6 E MAIN STREET,2ND FLOOR P O BOX 323 PALMYRA, PA 17078 ........ fold ESTATE INFORMATION: SSN: 188-30-9599 FILE NUMBER: 2103-0839 DECEDENT NAME: DINUNZIO SANTO L DATE OF PAYMENT: 05/21/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 08/25/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $4,152.80 TOTAL AMOUNT PAID: $4,152.80 REMARKS: SEAL INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 RESIDENT DECEDENT NUMBER Z u.I I.U LLI Z o O. Ltl ~y o DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) DiNunzio, Santo, L DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR 08/25/2003 01/05/1941 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) E~I. Odginal Retum [~4. Limited Estate D6. Decedent Died Testate (Attach copy of Will) [----~ 9. Litigation Proceeds Received SOCIAL SECURITY NUMBER 188-30-9599 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS [~2. Supplemental Return [~4a. Future Interest Compromise (date of death after 12-12-§2) [~7. Decedent Maintained a Living Trust (Attach copy of Trust) EllO. Spousal Poverty Credit {date of dealh between 12-31-91 and 1-1-95) SOCIAL SECURITY NUMBER [~3. Remainder Retum (dale o[ death prior to 12-13-82) E~]5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes ]11.Election to tax under Sec. 9113(A) (A~tach Sch O) NAME Angela DiNunzio FIRM NAME (if Applicab!e) TELEPHONE NUMBER (512) 475-4654 COMPLETE MAILING ADDRESS 2121 Dickson Drive # 248 Austin, TX 78704 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 D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [--~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & ACninistrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. 14. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) 86,000.00 20,211.56 77,757.67 416.95 3,783.60 (8) 15,119.05 80,766.34 (11) (12) (13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 188,169.78 95,885.39 92,284.39 92,284.39 4,152.80 4,152.80 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) ............................................ x .0 ................ (15) 16. Amount of Line 14 taxable at lineal rate 92,284.39 x .0 45 (16) 17. Amount of Line 14 taxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at collateral rate ................................................................. x .15 (18) 19. Tax Due (19) 20. E~ 'DeceC~ent's Complete Address: STREET ADDRESS 6701 Salem Park Circle ClTYMechanicsburg I STATEpA [ ZIP 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 4,152.80 4,152.80 4,152.80 3. Interest/Penalty if applicable D. Interest E. Penalty 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Total Credits ( A + B + C ) (2) Total Interest/Penalty ( D + E ) (3) (4) (5) (5A) (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .......................................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ............................................ [] [] c. retain a reversionary interest; or .......................................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ...................................................................... [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. [] [] 3. Did decedent own an "in trust for'' or payable upon death bank account or security at his or her death? .............. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penallies of perjury, I dectare that I have examined ~is return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Dedara~)n of preparer other than the pemonal representative is based on all information of which preparer has any knowledge. ~IGNATURE OF PREPARER OTHER THAN REPR-ESEi~TATIVE [ ' DATE ADDRESS 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°1o [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January I, 1995, the tax rate imposed on the net value of transfem to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. 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. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (6-98~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Santo L. DiNunzio All real property owned solely or as a tenant in common must be reported at fair market value, Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. VALUE AT DATE DESCRIPTION OF DEATH Address: 6701 Salem Park Circle, Mechanicsburg, PA 17050; Cumberland County Legal Description: Please see attached appraisal dated July 12, 2003 which was done in connection with a re-financing shortly before decedent's death. TOTAL (Also enter on line 1, Recapitulation) 86,000.00 86,000.00 (If more space is needed, insert additional sheets of the same size) ~perty Description SUMMARY APPRAISAL UNIFORM RESIDENTIAL APPRAISAL REPORT File No. AF3002 P~ope,ly Address 6701 SALEM PARK CIRCLE Cit7 MECHANICSBURG State PA 7Jp Q:de 17050 Legal Des~ption DEED BOOK: 112; PAGE: 359 County CUMBERLAND Assessor's Parcel No. 10-19-1606-C Tax Yea' 2003 RE. Taxes $ 1,300.00 Special Assessments $ NONE Cu~reniOwner BORROWER Occupant: [~ Owne~[] Tenant [] Vacant Borrower SANTO L DINUNZIO IPropertyrightsap~aised [~] FeeSimole ['~ Leasehold [ Project Type [;~ PUD [] Condominium(HUO/VAonly) HOA$ 34.00 /Mo. Neiqhborhood o~ Proiect Name SALEM PARK Map Relorence ATLAS 2846-2H Census Tract 3240-0113.05 Sale Price $ N/A Date of Sale N/A Description and $ amounl of loan charges/concessions to be paid by seller N/A Lender/Client AMERISERV F NANCIAL Address RR 7 BOX 147. OAKLEY PARK II STE 202, GREENSBURG. PA 15601 Appraiser PHILLIP A. DOHERTY Address 19 WEST MAIN STREET, MIDDLETOWN, PA 17057 Location [] Urban [] Suburban~ Rural I Predominant Sing e faro y housing Present land use % Land use change Built up ~] Over 75% [] 25-75% LJ Under 25%I .... pancy [tP(RoJ01C~EA(~ I One family 60°/0 [] Not likely [] Likely ~o,~brate 0 Rapid[] Stab,e [] slew [] Owner~ Low ~2~'am"Y 3% [] ,o,ocess Propertyvaluee 0 Increasing[] Stable 0 Declining [] Tenant I 400 Niqh 701Mu,~lam~ 2%ITc:SINGLE FAMILY Demand/supply 0 Shortage [] bbalance[] O~supp~y [] Vacant(0-5%) I Predominanl ICommercial 10"/o M.ketinqtime O Under 3 mos. ~) 3*6 mos. []Over6mos. Ow.~.t, ..... ) [ ~0 I 30 ~VACANTI 25% Note: Race and the racial composition of the neighborhood are not appraisal factors. Neighborhood boundaries and characteristics: The subject neighborhood is difficult to del-me, thus a broader area has been defined by the appraiser. The subject neighborhood has been defined as Hampden Township. Factors that affect Ihe markelabilily of the properties in the neighborhood (proximlly Io employment and amenities, employment stability, appeal to markel, elc); This suburban neiqhborhood has relatively easy access to employment and services, and is competitive with other nei.qhborhoods in tho qeneral area, Most have similar amenities No unfavorable factors observed which would adversely affect marketability The subiect property is located in Hampden Township Market conditions in the subject neighborhood (including supporl for the above conclusions related to the b'end of property values, demand/supply, and marketing time - - such as data on competitive properties for sale in the neighborhood, description of the prevalence of sales and financing concessions, etc.): There are no foreseeable economic trends which might significanU7 influence market conditions in this neighborhood. The current moHcja!~e market offers a wide vadeb/of conventional loans with competitive interest rates. As a result, the terms of Iinancin(j have little, if any, impact on sales price. Subject property has not sold within the past 12 months. Project Information for PODs (It applicable)-- Is the developerlbuilder in control ol th.t.~l~lkO'l~[ssociation (HOA)? [] YES [] NO App,'oximate total number of units in the subject project 75 . . .,~gFoVumb'l~niis for sale in the subject project 0 Describe common elements and recreational facilities: SEE ATTACHED Ai~LL~'~M~ ~ ~ --- Dimensions SEE LEGAL DESCRIPTION ~ I '~ ~ ~'~' Topography LEVEL __- Site area .09 ACRES .~ -- ~mr~nerL~ ~ [] No [ Size TYPICAL FOR AREA Specific zoning classification and description RESIDENTIAL '~ ~ _"~m..~_ I Shape RECTANGULAR Zoning compliance [] Legal [] Legal no~confcrming (~andfa~ Illegal [] No zoning I Drainage APPEARS ADEQUATE Hi,qhesl & best use as improved; [] Presenl use [] Other use (explain) I View AVERAGE Electricity~ I Street ASPHALT [] ~ Driveway Surface ASPHALT Gas L-J Curb/gutter CONCRETE [] Apparent easements NONE OBSERVED Water [] Sidewalk CONCRETE [] FNMA Special Flood Hazard Nea [] Yes [] No Sanitary sewer [] Street lights STANOARD [] FNMA Zone .X Map Date 1-5-1996 , Storm sewer [] Alley NONE ["-J FNMA Map No. 420360-0010C Comments (appareni adverse easements, encroachments, special assessments, stide areas, illegal or legal nonconforming zoning, use, etc.); The site has average improvements and landscaping and has had b/pical maintenance. No apparent adverse easements, encroachments or other adverse conditions on this site. The )resent use is the highest and best use, due to the fact that the site is located in a legal and established plat of existing homes. GENE~L DESCRiPTiON EXTERIOR DESCR PT ON I FOUNDAT,ON BASEMENT ~NSUL^T~ON No. of Units 1___ Foondation CONCRET~E I Slab 100% A~eaSq. FL O_ ROOI NO. ct St~ies 1 ) Exl~ Wa,s VINYL ~ Oa~ S~ NONE % Finished N/A Ceiting Type(DetlAtt.) ATTACHED ~ Roof S~face SHINGLE | Basement NONE Ceiling N/A Wails Design{Style) ~ ] Gutters&Dwnspts. ALUMINUM ) SumpPump~'4E Iw,,s ~ F,cor- [] Existing/Proposed EXISTING ] Window Type DBL. HUNG /Dampness NONEOBSVD_ ) Flocr N/A None __ [] r Age(Yrs.) ~ I Slcrm/Screens YES/YES / Set,l .... t NONE OBSVD. ] OuIsideEnb7 N/A U.~,~,"~ [] :~ Effective,~e ;'rs.) ~0 | Manutact~ed. .... NO / ,n~es~at~on .ONE OBSVO. / 1 I ROOMS Foyer Living Dining Kitchen Den / FamilyRm. Rec Rm. Bndrooms #Baths Laundry Other Nea Sq,Ft. Basement / 0 Level 1 1 AREA 1 2 I 1 ~120 Finished area above ~rade contains:4 Rooms; 2 Bedroom 1 Batl'~s); 1,120 Square Feet of Gross Living Naa INTERIOR Martials/ConditionHEATING [ Kll'CHEN EQUIP. Floors CPT/VVNIAVG. I Type BB. / Reffigerata' [] Walls PLASTEPJAVG. I Fuel ELECTRIC ] Range/Oven [] Trim/Finish WOOD/AVG. ~ ConditionAVERAGE ~ Disposal [] Bath FloorVINYL/AVG. ~ COOLING ~ Oisl~washer [] Bath Wainscot FIBERGLASS/AVG. ~ Canffal NONE I Fan/Hood [] DOO~S WOOD/AVG. ( Other NO..NE ! Microwave[] EXTERIOR/AVERAGE I ConditionN/A /Washer/Dryer [] AT[lC IAMENITIES iCAR STORAGE: N°ne i Fireplace(s)#1 [~ N°ne [] Stairs Patio Garage Drop Stair Deck Attached Scuttle PO~ch SCREENED [] Detached Floo,' [] Fence __ [] Built-In Heated [] Pool [] ca'p~'t Finished [] [] Driveway I Additional failures(special energy efficienl items, etc.): 200 Amp Electhcal Service~ Electric Hot water Heater. # of ca~s Condition of the improvements, depreciation (physical, functional, and external), repairs needed, quality of construction remodeling/additions, etc.: Floor plan provides qood utility, design and appeal and should receive Rood acceptance in the market place. No functional or physical inadequacies, repairs needed~ modernization or factors that wou~d adverse y affec, markelabilit¥. No unfavorable external inadequacies observed Adverse environmental conditions (such as, but not limited to, hazardous wastes, toxic subsiances, otc.) present in the improvements, on the site, Or in the immediate vicinity of the subject property: SEE ATTACHED ADDENDUM PAGE I OF 2 SUMMARY APPRAISAL UNIFORM RESIDENTIAL APPRAISAL REPORT FileNo. AF3002 Valuation Section ................ IESTIMATEDSITEVALUE .... = $ 10,000 Comments on Cost Approach (such as. source of cost estimate. ESTIMATED REPRODUCTION COST-NEW OF IMPROVEMENTS: site value, square foot calculation and for HUD. VA and FmHA, the thralling 1,120 Sq. Ft. @ $ 98.00 = $ 109,760 estimated remaining economic life of the property): , Bsmt. 0 Sq. Ft. @ $ N/A = 0Ma[shell & Swift Service combined with appraisal experience have been AMENITIES 4,000 used to arrive at reproduction cost fi.qures. No obsolescence was ~ Garage/G.~pod N/A Sq. Ft. @ $ N/A. = N/A observed. The modified aqefli[e method was used to estimate physical ~ Totat Estimated Cost New ............... = $ 113.760 depreciation percenta~]e. iLess 60 Physical Functional xternal Est. Remaining Econ. Life: 40 · DeFedation 33% ~0 ~ : $ 37,541 Depreciated Value of Imp¢ovements ................. = $ 76,219 'As.is' Value of Site improvements ................... = $ 500 INDICATED VALUE BY COST APPROACH ........... = $ 86,700 ITEM I SUBJECT COMPARABLE NO. 1 COMPARABLE NO 2 COMPARABLE NO 3 6701 SALEM PARK CIRCLE 7155 SALEM PARK CIRCLE 1502 TUSSEY DRIVE 6201 STANFORD COURT Address MECHANICSBURG~ PA 17050MECHANICSBURG~ PA 17050 MECHANICSBURG~ PA 17050 I MECHANICSBURG~ PA 17050 Proximity to Subject Sales Price $ N/A $ 96,900 $ 96,500 $ 87,000 Price/GmssUvNea $ 0.00 I~ $ 56.97 I~ $ 86.16 ~ $ 74.36 Data and/o~ COURTHOUSE RECORDS COURTHOUSE RECORDS COURTHOUSE RECORDS Verification So~ces INSPECTION MLS MLS MLS VALUEADJUSI'MENTS DESCRIPTION OESCRIPTION I '(')'~'dl ...... DESCRIPTmON I '(')$*dluSl~"'"~ BESCR,PTION Saleso~ Financing N/A CONVENTIONAL CONVENTIONAL ', CASH ', NONE KNOWN NONE KNOWN Concessions NONE KNOWN '. ,, Date of SalefTime N/A 12-2-2002 11-20-2002 10-7-2002 Location AVERAGE AVERAGE~; AVERAGE ; AVERAGE ' Leaseh:~l:eeSirnp~e FEE SIMPLE FEE SIMPLE FEE SIMPLE FEE SIMPLE Site .09 ACRES 11 ACRES ', 05 ACRES ', .01 ACRES View AVERAGE AVERAGE ; AVERAGE ; AVERAGE ; Desiqn and Appeal TWNHSE/AVG. TWNHSE/AVG. TWNHSE/AVG. " TWNHSE/AVG : Qusi~/ct' Ca ,,;~ ~, AVERAGE AVERAGE AVERAGE AVERAGE '* Aqe 40 40 ; 11 ; -5,000 15 ; +3,000 Condition AVERAGE AVERAGE AVERAGE AVERAGE Room Count 1(~ 4', 21 1.00 6: 4; 2.00 ;~ -3.000 4: 21 150i -1,500 4: 2,, 1.50i ' -1,500 GrossLivincNea 1,120 Sq. Ft. 1,701 Sq. Ft. ; -5,800 1~120 SqFt. ; 01,170 Sq. Ft. -500 Basement&Fimshed 0 Sq. Ft. NONE ,, : 0 FULL BASEMENT ', 0 FULL BASEMENT ', 0 Rooms BelowGrade N/A N/A ! , 0 UNFINISHED .~ 0 UNFINISHED '. 0 AVERAGE Functional Utility AVERAGE AVERAGE AVERAGE '. ,. Heatin~l/COelinq EBB/NO CA EBB/NO CA EHP/CA -1,500 EFNCA -1,500 Ena-q~ Efficidnl Items STANDARD STANDARD ; STANDARD ; STANDARD ~,Garaqe/Carport NONE NONE NONE NONE ~jPo~ch. Patio, Deck. SCRND. PORCH PATIO ', DECK ', PATIO ', Fkeplace(s). etc. 1 FIREPLACE 1 FIREPLACE , NONE ; 1 FIREPLACE ,' ~Fence. Pool, etc. NONE FENCE -500 NONE ,, NONE ,, OTHER NONE NONE : NONE NONE Net Adj.(Iotal) [~ + []- i$ 9,300 [] + []- i$ 8,000 [] + ~- !$ 500 Adjusted Sales Price Gross: 9.6% Gross: 8.3% Gross: 7.5% of Comparabie Net: -9.6% $ 87.600 Net: -8.3% $ 88,500 Net: -0.6% $ 86.500 Comments on Sales Comparison (including the subject property's compatibility to the neighborhood, otc ): Days on market: 1) 44 2) 28 3) 7 After a best indicators of value and weighted similarly in the final reconcilialion. All [hree comparable sales are located in the same market area as the subiect and would be considered by the same prospective purchaser if all were on the market al the same time. Appropriate adjustmenis have been made for all ITEM SUBJECT COMPARABLE NO. 1 COMPARABLE NO. 2 COMPARABLE NO 3 Date, Price and Oala I NONE WITHIN NO PRIOR SALE WITHIN I YEAR NO PRIOR SALE WITHIN 1 YEAR NO PRIOR SALE WITHIN 1 YEAR SoLrcefcrFiorsales ~36 MONTHS ~ yea' of apFaisal { INSPECTIONREDI-RECORDS REDI-RECORDS REDI-RECORDS Analysis of any cucent agreement of sale. option, or listing of the subject Ixope~ty and analysis of any prk~ sales of subjest and comparablas within one year of the date of appraisal: The subiect properly has not been listed or sold within the last 36 months. The comparables have not been sold within I year of the most recent sale Sales information was verified hrouqh sales a.qent and/or seller when possible INDICATED VALUE BY SALES COMPARISON APPROACH ................................................... $ 86,000 · INDICATED VALUE BY INCOME APPROACH (~f A~icai~e/ Eslimated Markel Rent $ N/A /Mo. x Gross Rent Muifipli~- NIA = $ N/A This ap~aisal is made ~ 'as is" L_J subject to the repairs, altarations, inspect~ns c~ conditions listed below [] subject to completion pa' plans and spec~cat~ons, ConditionsofApFaisal: SEE ATTACHED ADDENDUM Final Reconciliation: The market approach is considered to be the best indicator of value for this property and is ~iven the ~lrealest weight. The market approach reflects recent activity in the market place and is given most wet,Iht. I (WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT I$ THE SUBJECT OF THIS REPORT, AS OF JULY 12. 2003 (WHICH IS THE DATE OF INSPECTION AND THE EFFECTIVE DATE OF THIS REPORT) TO BE $ 86,000 APPRAl~fJ~: [~ ~/~ 0 ~ ~'~~ SUPERVISORY APPRAISER (ONLY IF REQUIRED): Si.qnatureU~l~_,,w..,~l~ S~ftna[ure [] Did [] Did Not Name PHILLIP A. DOHE~4y'' --~ -- '~ Name Inspect Property Date Ret::crt Si~ned July 23. 2003 Date Report Si~ned State Ca'tiflcation # GA-001493-L State PA State Ce'tiflcation # State Or State License # State O~ State License # State r-,~,~d,o~r~ rs ~-~3 PAGE 2 OF 2 THE APPRAISAL FIRM, INC. 717-944-0620 ADDENDUM City: ME~ Sla~: PA 17O50 I certify that, to the best of my knowledge and belief: The statements of fact contained in this report are true and correct. The report analyses, opinions and conclusions are limited only by the reported assumptions and limiting conditions, and are my personal, impartial, and unbiased professional analyses, opinions and conclusions. I have no present or prospective interest in the property that is the subject of this report, and no personal interest with the respect to the parties involved, I have no bias with respect to the property that is the subject of this report or to the parties involved with this assignment. My engagement in this assignment was not contingent upon developing or reporting predetermined results. My compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal. My analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the Uniform Standards of Professional Appraisal Practice. I have made a personal inspection of the property that is the subject of this report. No one provided significant professional assistance to the person signing this report. Except as noted herein, Common Elements and Recreational Facilities SNOW REMOVAL, COMMON GROUNDS, POOL, EMERGENCY FUND FOR NEEDED EMERGENCIES. Adverse Environmental Conditions The appraiser is not an expert environmental inspector, therefore, might be unaware of existing hazardous substances and/or detrimental environmental conditions, which may have a negative affect on safety and value of the property. It is possible that tests and inspections made by a qualified environmental inspector would reveal the existence of hazardous material and/or detrimental environmental conditions on or around the property that would adversely affect its safety and value. Conditions of Appraisal This appraisal has been prepared with the property in "as is" condition. No personal property included in this valuation. All freestanding appliances are considered personal property and not included in this valuation. The assistance of Grace Bailey (assistant to the appraiser), was utilized within the confines of this report and supervised by the appraiser stated herein. ABBREVIATIONS: Within this report are many abbreviations, the following information may apply: NONE OBSVD=None Observed; UNKN=Unknown; EOR=End Of Row; INT ROW= Interior Row; EFA=Electric Forced Air; GHW=Gas Hot Water; OHW=Oil Hot Water; CA=Central Air Conditioning; NO CA=No Central Air Conditioning. 10N5E = 10 ACTUAL/5 EFFECTIVE. File No. AF3002 DEFINITIOi~i OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market under ali conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undue stimulus, implicit in this definition is the consummation of a sale as of a specified date and Ihe passing of title from seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised. and each acting in what he considers his own best interest; (3) a reasonable time is allowed for exposure in the open market; (4) payment is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the normal consideration for the property sold unaffected by special or creative financing ~' sales concessions* granted by anyone associated with the sale. *Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary for those costs which are normally paid by sellers as a result of tradition or law in a market area; these costs are readily identifiable since the seller pays these costs in virtually all sales transactions. Special or creative financing adjustments can be made to the comparable property by comparisons to financing terms offered by a third party inslitutional lender that is not already involved in the property or transaction. Any adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession but the dollar amount of any adjustment should approximate the market's reaction to the financing o~ concessions based on the Appraiser's judgment. STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to the following conditions: 1. The appraiser will not be responsible for matters of a legal nature that affect either the property being appraised or the title to it. The appraiser assumes that the title is good and marketable and. therefore, will not render any opinions about the title. The property is appraised on the basis of it being under responsible ownership. 2. The appraiser has provided a sketch in the appraisal report to show approximate dimensions of the improvements and the sketch is included only to assist the reader of the report in visualizing the property and understanding the appraiser's delermination of its size. 3. The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data sources) and has noted in the appraisal report whether the subject site is located in an identified Special Flood Hazard Area. Because the appraise' is not a surveyor, he or she makes no guarantees, express or implied, regarding this determination. 4. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, unless specific arrangements to do so have been made beforehand. 5. The appraiser has estimated the value of the land in the cost approach at its highest and best use and the improvements at their contributory value. These separate valuations of the land and improvements must not be used in conjunction with any other appraisal and are invalid if they are so used. 6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depreciation, the presence of hazardous wastes, toxic substances, etc,) observed during the inspection of the subject property or that he or she became aware of during the normal research involved in performing the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden or unapparent conditions of the property or adverse environmental conditions (including the presence of hazardous wastes, toxic substances, etc. ) that would make the property more or less valuable, and has assumed that there are no such conditions and makes no guarantees or warranties, express or implied, regarding the condition of the property. The appraiser will not be responsible for any such conditions that do exist or for any engineering or testing that might be required to discover whether such conditions exist. Because the appraiser is not an expert in the field of environmental hazards, the appraisal report must not be considered as an environmental assessment of the property, 7, The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report from sources that he or she considers to be reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of such items that were furnished by other parties. 8. The appraiser will ,not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice. 9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satisfactory completion, repairs, or alterations on the assumption that completion of the improvements will be pa-formed in a workmanlike manner. 10. The appraiser must provide his or her prior written consent before the lender/client specified in the appraisal report can distribute the appraisal report (including conclusions about the property value, the appraiser's identity and professional designations, and references to any professional appraisal organizations or the firm with which the appraiser is associated ) to anyone other than the borrower; the mortgagee or its successors and assigns; the mortgage insurer; consultants; professional appraisal organizations; any state or federally approved financial institution; or any department, agency, or instrumentality of the United States or any slate or the District of Columbia; except that the lender/client may distribute the property description section of the report only to data collection or reporting service(s) without having to obtain the appraiser's prior written consent. The appraiser's written consent and approval must also be obtained before the appraisal can be conveyed by anyone to the public through advertising, public relations, news, sales, or other media. Freddie Mac Form 439 6-93 Page 1 of 2 Fannie Mae Form 1004B 6-93 File No. AF3002 APPRAISERS CERTIFICATION: The Appraiser certifies and agrees that: 1. I have researched the subject market area and have selected a minimum of three recent sales of properties most similar and proximate to the subject property for consideration in the sales comparison analysis and have made a dollar adjustment when appropriate to reflect the market reaction to those items of significant variation. If a significant item in a comparable property is superior to. or more favorable than, the subject property, i have made a negative adjustment to reduce the adjusted sales price of the comparable and, if a significant item in a comparable property is inferior to, or less favorable than the subject property, I have made a positive adjustment to increase the adjusted sales price of the comparable. 2. i have taken into consideration the factors that have an impact on value in my development of the estimate ot market value in the appraisal report. I have not knowingly withheld any significant information from the appraisal report and I believe, to the best of my knowledge, that all statements and information in the appraisal report are true and con'ect. 3. I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are subject only to the contingent and limiting conditions specified in this form. 4. I have no present or prospective interest in the property that is the subject to this report, and I have no present or prospective personal interest or bias with respect to the participants in the transaction. I did not base, either partially or completely, my analysis and/or the estimate of market value in the appraisal report on the race, color, religion, sex, handicap, familial status, or national origin of either the prospective owners or occupants of the subject property or of the present owners or occupants of the properties in the vicinity of the subject property. 5. I have no present or contemplated future interest in the subjecl property, and neither my current or future employmeni nor my compensation for pa'fa'ming this appraisal is contingent on the appraised value of the property. 6. I was not required to report a predetermined value or direction in value that favors the cause of the client or any related party, the amount of the value estimate, the attainment of a specific resulL or the occurrence of a subsequent event in order to receive my compensation and/or employment tot performing the appraisal I did not base the appraisal report on a requested minimum valuation, a specific valuation, or the need to approve a specific mortgage loan. 7. I performed this appraisal in conformity with the Uniform Standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of the effective date of this appraisal, with the exception of the departure provision of those Standards, which does not apply. I acknowledge that an estimate of a reasonable time for exposure in the open market is a condition in the definition of market value and the estimate I developed is consistent with the marketing time noted in the neighborhood section of this report, unless I have otherwise stated in the reconciliation section. 8. I have personally inspected the interior and exterior areas of the subject property and the exterior of all properties listed as comparables in the appraisal report. I further certify that I have noted any apparent or known adverse conditions in the subject improvemenls, on the subject site, or on any site within the immediate vicinity of the subject property of which I am aware and have made adjustments for these adverse conditions in my analysis of the property value to the extent that i had market evidence to support them. I have also commented about the effect of the adverse conditions on the marketability of the subject property. 9. i personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report, if I relied on significant professional assistance from any individual or individuals in the performance of the appraisal or the preparation of the appraisal report, I have named such individual(s) and disclosed the specific tasks performed by them in the reconciliation section of this appraisal report. I certify that any individual so named is qualified to perform the tasks. I have not authorized anyone to make a change to any item in the repert; therefoce, if an unauthorized change is made to the appraisal report, I will take no responsibility for it. SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certifies and agrees that: I directly supervise the appraiser who prepared Ihe appraisal report, have reviewed the appraisal report, agree with the statements and conclusions of the appraiser, agree to be bound by the appraiser's certifications numbered 4 through 7 above, and am taking full responsibility for the appraisal and the appraisal repert. ADDRESS OF PROPERTY APPRAISED: 6701 SALEM PARK CIRCLE MECHANICSBURG, PA 17050 APPRAISER: Name: PHILLIP A. DOHERT~ Date Signed: July 23, 2003 State Certification #: GA-001493-L or State License #: State: PA Expiration Date of Certification or License: JUNE 30, 2005 SUPERVISORY APPRAISER (only if required) Signature: Name: Date Signed: State Certification #: er State License#: State: [] D~d Expiration Date of Certification or License: [~ Did Not inspect Property THE APPRAISAL FIRM. INC, 717-944-0620 Freddie Mac Form 439 6-93 Page 2 of 2 Fannie Mae Form 1004B 6-93 SUBJECT PROPERTY PHOTO ADDENDUM Borrower: SANTO L. DINUNZtO File No.; AF3002 Property Address:6?ol SALEM PARK CIRCLE Case No.: City: MECHANICSBURG State: PA Zip: 17'050 Lender: AMERI~ERV FINANCIAL FRONT VIEW OF SUBJECT PROPERTY Appraised Date: July 12, 2003 Appraised Value: $ REAR VIEW OF SUBJECT PROPERTY STREET SCENE COMPARABLE PROPERTY PHOTO ADDENDUM Borrower: SANTO L. DINUNZIO File No.: AF3002 Property Address;6701 SALEM PARK CIRCLE Case No.: City: MECHANICSBURG State: PA Zi~3:17050 Lender: AMERISERV FINANCIAL COMPARABLE SALE #1 7155 SALEM PARK CIRCLE MECHANICSBURG,. PA 17050 Sale Date: 12.2-2002 Sale Price: $ ~,900 COMPARABLE SALE #2 1502 TUSSEY DRIVE MECHANICSBURG, PA 17050 Sate Date: 11.20-2002 Sale Price: $ 96,500 COMPARABLE SALE #3 6201 STANFORD COURT MECHANICSBURG. PA 17050 Sale Date: 10-7-2002 Sale Price: $ 87,000 FLOORPLAN Borrower: SANTO L. DINUNZIO File No.: AF3002 Prcperty Address: 6701 SALEM PARK CIRCLE Case No.: Cit~.MECHAhJCSBURG State: PA Zip: 17050 Lender: AMERISERV FINANCIAL 40.0' Bedroom Bath Kitchen Bedroom Living Room Code Description Size Totals TOTAL LIVABLE (rounded) 1120 Breakdown Subtotals F£rs~ Floor 28.0 x 40.0 1120.00 1 A~ea Total (rounded) 1120 19 WEST MAIN STREET, MIDDLETOWN, PA 17057 REV-1503 EX+ (6-98~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Santo L. DiNunzio SCHEDULE B STOCKS & BONDS FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F, ITEM NUMBER 8 10 11 12 13 DESCRIPTION Agere Systems, Inc.; 2 Class A common; market value: $2.76/share; no par value; no CUSIP # Agere Systems, Inc.; 68 Class B common; market value: $2.60/share; no par value; no CUSIP # BellSouth Corporation; 188.4697 common; market value: $25.42/share; par value: $1.00/share; CUSIP # 001-752-07986010 Lucent Technologies, Inc,; 260 common; market value: $1.82/share; par value: $,01/share; CUSIP #: 549463DRP SBC Communications, Inc.; 103.382 common; market value: $22.88/share; no par value; no CUSIP # SBC Communications, Inc.; 98.911 common; market value: $22.12/share; no par value; no CUSIP # Verizon Communications; 124.3021 common; market value: $34.93/share; no par value; CUSIP #: 92343V104 Vodafone Group PLC; 63 common; market value: $18.39/share; par value: $.01/share; CUSIP # 2190'1002 NCR Corporation; 12.733 common; market value: $28.36/share; no par value; CUSIP #: 205-706-62886E10 AT & T Corporation; 79.368 common; market value: $21.61; no par value; no CUSIP # AT & T Wireless; 120 common; market value: $8.06; no par value; CUSIP #: 001-031-00209A10 Qwest Communications International, Inc.; 50 common; market value: $4.28; no par value; no CUSIP # U.S. Savings Bonds, Series EE; Quantity: 11; Denomination: 10: $50.00; 1:$100,00 (Please see attached copy of Redemption Receipt for other information) TOTAL (Also enter on line 2, Recapitulation) $ VALUE AT DATE OF DEATH 5.52 176.80 4,790.90 473.20 2,365.38 2,887.91 4,341.87 1,158.57 361.11 1,715.14 967.20 214.00 753.96 20,211.56 (If more space is needed, insert additional sheets of the same size) Investor Relations P O Box 11258 Church Street Station New York, NY 10286 (866) 243-7347 AGRsharesvcs@banko fny.com ~vww.stockbny. com December 2, 2003 LISA DINUNZIO 219 S. RAILROAD STREET PALMYRA, PA 17078 Re: AGERE SYSTEMS INC. Ticket # 2331978-DR16 Co#-8269 a/c # -0003367265 SANTO L DiNUNZiO Dear Ms. Dinunzio: Thank you for your inquiry regarding the status of the above account. Listed below is the account balance as of the Date of Death. CLASS A COMMON Date Certificated/DRS Div. Reinv. Total Per share TotalValue Balance Balance Shares Value August 25, 2003 2.0000 2.0000 $2.76 $5.52 CLASS B COMMON Date Certificated/DRS Div. Reinv. Total Per share Total Value Balance Balance Shares Value August 25, 2003 68.0000 68.0000 S2.60 $176.80 Please note if you ~vish to sell the above shares once the transfer is complete, you may submit a letter of instructions along xvith the certificates. If the shares are held in book-entry you may sell the shares in the estate account over the phone by calling the above toll-free number. We hope this information is helpful to you. If we may be of further assistance, please contact us at the above toll-free number. You can also view your stock account at: www.stockbny.com Sincerely, RoSBMA RIB MA ToS INVESTOR RELATIONS Mellon Mellon Investor Services Mellon Investor Services P.O. Box 3333 S. Hackensack, NJ 07606 December 2, 2003 LISA M DINUNZIO 219 S RAILROAD ST PALMYRA PA 17078 Company BELLSOUTH Name CORPORATION Account Key [DINUNZIO-SANTL0000 Control 200311240005002 Number Telephone 800-631-6001 Number Dear Ms. DiNunzio: Thank you for your inquiry regarding the date of death value for the above account. As per your request, the following is the closing price for MetLife Inc common stock on August 25, 2003. 2003-08-25 I 25.6900 25.14001 We hope that this information has been helpful. If you have additional questions, please call our Customer Service Center at the number listed above or you may access your account online via Investor ServiceDirect at www.melloninvestor.com. 25.3200 Sincerely, Mellon Investor Services Overpeck Centre · 85 Challenger Road · Ridgefield Park, NJ 07660 www.melloninvcstor, com A Mello~t Fimmcial Cm~tptmy.'" LU: Historical Prices for LUCENT TECH - Yahoo! Finance Page 1 of 2 Yahoo! My Yahoo! Mail Search I the ~,,~eb I Sign In W ' OO. FINANCE .ew User? Sign · Thursday, May 13, 2004, 8:46pm ET - U.S. Markets Closed. Welcome, Guest [Sign In] Quotes & Info Finance Home - Hell Enter Symbol(s): e.g. YHOO, ^D]I To track stocks & r GO 1 Symbol Lookup I Finance Seato Lucent Technologies Inc (LU) At 5:0~PM ET: 3.38 ~ 0.01 ~ .... ust ~10.99. ,,, IO~n an.~cpu~, get , [ Ifree trades for a month. I A~E EITtADE -~: ~'''~ $7 Online Trades Free Trades 25 Free Trades 25 Free Trades Historical Prices Get Historical Prices for: I .... SET DATE RANGE Start Date: ~ ~ ~ Eg. Jan :t, 2003 End Date: ~ ~ 12003 Get Prices Daily Weekly Monthly Dividends Only PRICES Date 25-Aug-03 First I Prey I Next l Last Open High Low Close Volume Adj Close* 1.77 1.90 1.73 1.82 30,939,200 1.82 * Close price adjusted for dividends and splits. First I Prev l Next l Lss: ~ Download To Spreadsheet ADVERTISEMENT http://finance.yahoo.comJq/hp, a=07&b=25&c=2003 &d=07&e=25& f=200.~&g=d&s=LU 5/13/2004 LU: Historical Prices for LUCENT TECH - Yahoo! Finance Page 2 of 2 [] Add to Portfolio '~ Set Alert [] Email to a Friend · Stock Screener · Splits · Mergers & Acquisitions Like stocks? See iob oDeninqs at Yahoo! Finance. Copyright © 2004 Yahoo! Inc. All rights reserved. Privacy Policy - Terms of Service - Copyriqht Policy Quotes delayed, except where indicated otherwise. Delay times are 15 rains for NASDAQ, 20 mins for NYSE and Amex. See also delay times for other exchanges. Historical chart data and dally updates provided by Commodity Systems, inc. (CSi).Quote data provided by .Reuters. Data and information is provided for informational purposes only, and is not intended for trading purposes. Neither Yahoo! nor any of its data or content providers (such as Reuters, CS[ and exchanges) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. By accessing the Yahoo! site, a user agrees not to redistribute the information found therein. http://finance.yahoo.com/q/hp?a=07&b=25 &c=2003 &d=07&e=25&f=2003 &g=d&s=LU 5/13/2004 EO._U SERVE® P O Box 43078 Providence, RI 02940-3078 TEL: 800-351-7221 FAX: 201-324-3280 INTERNET: http://www.equiserve.com December 2, 2003 Lisa DiNunzio 219 S. Railroad Street Palmyra, PA 17078 SBC COMMUNICATIONS INC. COMMON Santo L. Dinunzio Account Number: 00467926788 Dear Ms. DiNunzio: Thank you for your inquiry. The followin9 list provides the information requested for the above account, as of the close of business on August 25, 2003. Share Balance: '1~,103. 382, Value Per Share: $22 88 .., Total Market Value:'-i. $2,365.38 Thank you for the opportunity to be of service. Please contact us at 800-351-7221, should you have any questions. If you have internet access, you may obtain additional investor information and press releases 24 hours a day, 7 days a week by visitin9 our website at www.sbc.com/investor_relations/. Since~Tely, ~ Deann~a S 1 a~ev~y~ ~--? ~. SBC Shareholder Services EO._L SERVE® P O Box 43078 Providence, RI 02940-3078 TEL: 800-351-7221 FAX: 201-324-3280 INTERNET: http://www.equiserve.com December 2, 2003 Lisa DiNunzio 219 S. Railroad Street Palmyra, PA 17078 SBC COMMUI~ICATIONS INC. COMMON Santo L. Dinunzio Account Number: 00667926788 Dear Ms. DiNunzio: Thank you for your inquiry. The following list provides the information requested for the above account, as of the close of business on April 25, 2003. Share Balance: 98.911 Value Per Share: $22.12 Total Market Value: $2,187.91 Thank you for the opportunity to be of service. Please contact us at 800-351-7221, should you have any questions, If you have internet access, you may obtain additional investor information and press releases 24 hours a day, 7 days a week by visitin9 our website at www.sbc.com/investor_relations/. Sincerely, , //" / /I Brenda Lee Metz SBC Shareholder Services EC)-OO19 Re~ 70t EQUlSERVE' December 10, 2003 LISA M DINUNZIO 219 S RAILROAD ST PALMYRA PA 17078 2447 VERIZON CORPORATION SANTO L DINUNZIO ACCOUNT NUMBER: 3412-3737 Dear Ms. DiNunzio: Thank you for your recent inquiry concerning the above referenced account. We appreciate the opportunity to be of service to you. As of At, gust 25, 2003, the balance in this account was 124.3021 shares. The closing market price on this date was $34.80 per share. The shares were transferred on December 3, 2003. If you would like to sell the shares please contact tis at the number below. Should you have any questions, please call us toll free at 1-800-631-2355 or write to us at EquiServe, P.O. Box 43005, Providence, RI, 02940-3005. Our telephone representatives are available Monday through Friday bet~veen the hours of 8 a.m. to 6 p.m. Eastern Time. For certain routine information, you may call us 24 hours a day, 7 days a week and access our teleservicing system. If you have Internet access, you may also obtain additional information on products and services by visiting our web site at w~v.eqniserve.com. Sincerely, Carson Swisher Shareholder Services Associate REFERENCE NUMBER: 35006661 EQ-0019 Rev 7 5' · VZ: Historical Prices for VERIZON COMMS - Yahoo! Finance Page 1 of 2 Yahoo! My Yahoo! Mail Seamhthe web I Sign In j 'A.I-.ZOO. FINANCEJ .e User? Sign Up~j~ .Thursday, May 13, 2004, 9:02pm ET - U.S. Markets Closed. Welcome, Guest [_Sign In] Quotes & Info Finance Home - Hell Enter Symbol(s): e.g. YHOO, "D]I To track stocks & r Symbol Lookup I Finance Searc Verizon Communications (VZ) J ~ oPM ~l "~"'~'~ ~T~ .Open an account, get . tree trades for a month. Free Trades .25 Free Trades Historical Prices At 4:02PM ET: 36.25 4, 0.03 (C i ~nternet equity trades I ~just 510.99. ,, / Online Trades .25 Free Trades Get Historical Prices for:J ~ SET DATE RANGE Start Date: ~ ~ ~ !l Eg. -lan 1-,2003 End Date: ~ ~ 12003 Get PriCes J ~ Daily C' Weekly C Monthly C Dividends Only PRICES Date 25-Aug-03 First J Prev J Next J Last ADVERTISEMENT Open High Low Close Volume Close* :~; :;::'.L~, 35.02 35.26 34.59 34.80 5,056,700 33.69 * Close price adjusted for dividends and splits. First J Prey J Next J Last : X.~ ~,~,'::~. ~ Download To Spreadsheet ~J:~:.~ http://finance.yahoo.com/q/hp?a=07&b=25 &c=2003 &d=07&e=25&f=2003 &g=d&s=vz 5/13/2004 -VZ: Historical Prices for VERIZON COMMS - Yahoo! Finance Page 2 of 2 E~ Add to Portfolio 'ct' Set Alert [] Email to a Friend Get Historical Prices for Another Symbol: ~ i::¢~,.~ I Symbol Lookup · Stock Screener · Splits · Mergers & Acquisitions Like stocks? See iob oDeninqs at Yahoo! Finance. Copyright © 2004 Yahoo! inc. All rights reserved. Privacy Policy - Terms of Service - Copyriqht Policy Quotes delayed, except where indicated otherwise. Delay times are 15 rains for NASDAQ, 20 mins for NYSE and Amex. See also delay times for other exchanaes. Historical chart data and daily updates provided by Commodity Systems, Inc. {CSI).Quote data provided by Reuters. Data and information is provided for informational purposes only, and is not intended for trading purposes. Neither Yahoo! nor any of its data or content providers (such as Reuters, CSI and exchanges) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. By accessing the Yahoo! site, a user agrees not to redistribute the information found therein. http://finance.yahoo.com/q/hp?a=07&b=25 &c=2003 &d=07&e=25 &f=2003 &g=d&s=vz 5/13/2004 'VOD: Historical Prices for VODAFONE GROUP - Yahoo! Finance Page 1 of 2 Yahoo! My Yah0o! Mail ~ Sion In 'w *.&Z OO. FINANCE User? Welcome, Guest [Sign In] Enter Symbol(s): Quotes & Info e.g. YHO0, Vodafone Group PLC (VOD) 25 Free Trades the t,,Je b .. Finance Home - HalI Thursday, May 13, 2004, 9:10pm ET - U.S. Markets Closed· To track stocks & r GQI Symbol Lookup I Finance Sear(: At 4:02PM ET: 24.00 $7 Online Trades Get Historical Prices for: I [ I, O~en ~ [~'~','m,-~ ,~<~ ~-],I I!nternet equlty trades I 19pen an,acc.ount, get . ust $10.99. Itree trades 1'or a month. I AME EIT~ADE Free Trades 25 Free Trades Historical Prices SET DATE RANGE Start Date: ~ ~ 12.003 Eg..]an 1, 2003 End Date: ~ ~ 12003 Get Prices ADVERTISEMENT ~' Daily C' Weekly y C' Monthly C Dividends Only PRICES Date Open 25-Aug-03 18.45 First I Prey I Next l Last High Low Close Volume Adj Close* 18.48 18.29 18.37 2,831,300 18.24 * Close price adjusted for dividends and splits. First I Prev l Next l Last r'L~ Download To Spreadsheet http://finance.yahoo.com/q/hp?a=O7&b=25&c=2003 &d=07&e=25& f=2003 &g=d&s=VOD 5/13/2004 VOD: Historical Prices for VODAFONE GROUP - Yahoo! Finance Page 2 of 2 [] Add to Portfolio 'Q' Set Alert [] Email to a Friend Get Historical Prices for Another Symbol: I ~_,...... .. _..' ~ "-: ;~_ S,/mbol Lookuo · Stock Screener · Splits · Mergers & Acquisitions Like stocks? See iob openinqs at Yahoo! Finance. Copyright © 2004 Yahoo! Inc. All rights reserved. Privacy Policy - Terms of Service - CoDvri(~ht Policy Quotes delayed, except where indicated otherwise. Delay times are 15 mins for NASDAQ, 20 mins for NYSE and Amex. See also delay times for 0t;her exchanges. Historical chart data and daily updates provided by Commodity Systems, Inc. (CSI).quote data provided by Reuters.Data and information is provided for informational purposes only, and is not intended for trading purposes. Neither Yahoo! nor any of its data or content providers (such as Reuters, CSI and exchanges) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. By accessing the Yahoo! site, a user agrees not to redistribute the information found therein. http://finance.yahoo.com/q/hp?a=07&b=25 &c=2003 &d=07&e=25&f=2003 &g=d&s=VOD 5/13/2004 N. CR: Historical Prices for NCR CORP - Yahoo! Finance Page 1 of 2 Yahoo! My Yahoo! Mail Se~r,¢', the t~oeb I Sign In .& OO[FINANCEg .ew User? Thursday, Nay 13, 2004, 7:32pm ET - U,S. Markets Closed. Welcome, Guest [Sign In] Quotes & Info Finance Home - Hell To track stocks & r Enter Symbol(s): ,,GO, J Symbol Lookup J Finance Searc I e.g. YHOO, ^DJI NCR Corp (NCR) At 4:01PM ET: 46.33 ~ 0.41 (C 9pen an. accpunt, get ust 510.99. .,, tree trades tot a month. ] ~-J~~i'~'~* A~E alT IA DE Free Trades $7 Online Trades 25 Free Trades 25 Free Trades Historical Prices Get Historical Prices for: SET DATE RANGE Start Date: ~ ~ 12003 . Eg..~an 1, ;?003 End Date: ~ ~5[~-- 12003 Get Prices ,I Daily Weekly Monthly Dividends Only PRICES Date 25-Au9-03 First I Prev I Next l Last Open High Low Close Volume Adj Close* 28.40 28.60 28.11 28.38 239,100 28.38 * Close price adjusted for dividends and splits. FirstI Prev I Next l Last ~ Download To Spreadsheet ADVERTISEMENT INSURANC~ http://finance.yahoo.corn/q/hp?s=NCR&a=07&b=25 &c=2003 &d=07&e=25 & f=2003 &g=d 5/13/2004 N. CR: Historical Prices for NCR CORP - Yahoo! Finance Page 2 of 2 [] Add to Portfolio '~ Set Alert [] Email to a Friend Get Historical Prices for Another Symbol: !~iI Symbol Lookup · Stock Screener · Splits · Mergers & Acquisitions Like stocks? See iob o~eninqs at Yahoo! Finance. Copyright © 2004 Yahoo! Inc. All rights reserved. Privacy Policy - Terms of Service - Copyright Policy quotes delayed, except where indicated otherwise. Delay times are 15 rains for NASDAQ, 20 rains for NYSE and Amex. See also delay times for pt;her exchanges. Historical chart data and daily updates provided by Commodity Systems, Inc. (CSI).Quote data provided by Reuters. Data and information is provided for informational purposes only, and is not intended for trading purposes. Neither Yahoo! nor any of its data or content providers (such as Reuters, CSI and exchanges) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. By accessing the Yahoo! site, a user agrees not to redistribute the information found therein. http://finance.yahoo.com/q/hp?s=NCR&a=07&b=25&c=2003 &d=07&e=25 & f=-2003 &g=d 5/13/2004 T: Historical Prices for AT&T CORP - Yahoo! Finance Page 1 of 3 Yahoo! My Yahoo! Mail Search I [ s~arch the vueb I .................... , ~ Si.qn Iff ~ · Friday, Hay 14, 2004, 7:58pm ET - U.S. Markets Closed. Welcome, Guest [Sign In] To track stocks I oo u,, Quotes & Info o.g. ~.oo, *D~ AT&T Corp (T) Historical Prices Get Historical Prices for: J At 4:0[PH ET: 16.72 t'0.01 (C SET DATE RANGE Start Date: ~ ~ 12003 !Eg. Jan ~, 2003 End Date: ~ ~ 120o3 ;Get PriCes..I Daily Weekly Monthly Dividends Only PRICES Date 25-Aug-03 First I Prev[ Next l Last Open High Low Close Volume Adj Close* 21.89 21.90 21.31 21.59 2,519,900 20.85 * Close price adjusted for dividends and splits. First[ PreyI Next l Last ¢~ Download To Spreadsheet ADVERTISEMENT http://finance.yahoo.com/q/hp?a=07&b=25&c=2003&d=07&e=25&f=2003&g=d&s--t 5/14/2004 T: Historical Prices for AT&T CORP - Yahoo! Finance Page 2 of 3 ~ Add to Portfolio '~' Set Alert ~ Email to a Friend · Stock Screener · ~plits · Mergers & Acquisitions Like stocks? See iob ooeninqs at Yahoo! Finance. Copyright © 2004 Yahoo! Inc. All rights reserved. Privacy Policy - Terms of Service - Copyright Policy quotes delayed, except where indicated otherwise. Delay times are 15 mins for NASDAQ, 20 mins for NYSE and Amex. See also delay times for other exchanaes. Historical chart data and daily updates provided by Commodity Systems. Inc. (CSI).Quote data provided by Reuters. Data and information is provided for informational purposes only, and is not intended for trading purposes. Neither Yahoo! nor any of its data or content providers (such as Reuters, CSI and exchanges) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon· By accessing the Yahoo! site, a user agrees not to redistribute the information found http://finance.yahoo.corn/q/hp?a=07&b=25&c=2003 &d=07&e=25 & f=2003 &g=d&s=t 5/14/2004 T: Historical Prices for,AT&T CORP - Yahoo! Finance Page 3 of 3 therein. http://finance.yahoo.corrdq/hp?a=07&b=25&c=2003 &d=07&e=25&f=2003 &g=d&s--t 5/14/2004 'AWE: Historical Prices for AT&T WIRELS SVCS - Yahoo! Finance Page 1 of 2 Yahqo! My Yaho0! Mail Se~n::h I the voeb I Sign In 'xj 'A . FINANCE .e User? Sign Friday, Flay 14, 2004, 8:05pm ET - U.S. Markets Closed. Welcome, Guest [Sign In] Quotes & Info Enter Symbol(s): e.g. YHOO, '"D]I AT&T Wireless Services Inc (AWE) 25 Free Trades Historical Prices Finance Home - Hell To track stocks & r G? I Symbol Lookup J Finance Searc At 4:01PM ET: 13.95 ~0.0s (~ $7 Online Trades Free Trades 25 Free Trades .is,oric., .rices "or: I ...... 'GOI:::. SET DATE RANGE Start Date: ~ ~ J2003 1 Eg..lan 1, 2003 End Date: ~ ~ 12003 Get PriCes:I f; Daily C' Weekly C Monthly ¢' Dividends Only PRICES Date 25-Aug-03 First I Prey I Next I Last Open High Low Close Volume Adj Close* 8.02 8.14 7.98 8.08 7,099,500 8.08 * Close price adjusted for dividends and splits. First I Prev l Next l Last ,~ Download To Spreadsheet ADVERTISEMENT http://finance.yahoo.com/q/hp?a=O7&b=25&c=2003 &d=O7&e=25& f=2003 &g=d&s=awe 5/14/2004 AWE: Historical Prices for AT&T WIRELS SVCS - Yahoo! Finance Page 2 of 2 [] Add to Portfolio 'Q' Set Alert [] Email to a Friend Get Historical Prices for Another Symbol: I .__...,.. Symbol Looku~ · Stock Screener · Splits · Mergers & Acquisitions Like stocks? See ~ob openings at Yahoo! Finance. Copyright © 2004 Yahoo! Inc. All rights reserved. Privacy Policy - Terms of Service - CoDvrieht Policy Quotes delayed, except where indicated otherwise. Delay times are 15 mins for NASDAQ, 20 mins for NYSE and Amex. See also delay times for other exch0nges. Historical chart data and daily updates provided by Commodity Systems, Inc. (CSI).Quote data provided by Reuters. Data and information is provided for informationaI purposes only, and is not intended for trading purposes. Neither Yahoo! nor any of its data or content providers (such as Reuters, CSI and exchanges) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. By accessing the Yahoo! site, a user agrees not to redistribute the information found therein. http://finance.yahoo.com/q/hp?a=07&b=25&c=2003 &d=07&e=25&f=2003 &g=d&s=awe 5/14/2004 Q: Historical Prices for QWEST COMMS INTL - Yahoo! Finance Page 1 of 2 Yahoo! My yahoo! Mail Sign In th*- Finance Home -Helt To track stocks & r I Symbol Lookup I Finance Searc GO At 4:05PM ET: 3.79 ~, 0.07 (1 Welcome, Guest [Sign In] Friday, May 14, 2004, 8:18pm ET- U.S. Markets Closed. Quotes & Info Enter Symbol(s): e.g. YHOO, ^D]I Qwest Communications International Inc (New) (Q) 9~n an account, get · just 510.99. tree trades for a month. A~a E It ITI~ADE Free Trades 25 Free Trades 25 Free Trades ~7 Online Trades Historical Prices Get Historical Prices for: I ......... SET DATE RANGE Start Date: ~ ~ 12003' ;~ Eg. lan 1, 2003 End Date: 12003 Daily Weekly Monthly Dividends Only ADVERTISEMENT Get:Pri~s:, I First I Prev I Next l Last PRICES Date Open High Low Close Volume Adj Close* 25-Aug-03 4.30 4.35 4.21 4.27 1,836,200 4.27 * Close price adjusted for dividends and splits, First I Prey ~"~ Download To Spreadsheet Next I Last http://finance.yahoo.com/q/hp?a=07&b=25&c=2003 &d=07&e=25&f=2003 &g=d&s=q 5/14/2004 Q: Historical Prices for QWEST COMMS INTL - ~Yahoo! Finance Page 2 of 2 [] Add to Portfolio 'Q' Set Alert ~ Email to a Friend Get Historical Prices for Another Symbol: · Stock Screener · Splits · Mergers & Acquisitions Like stocks? See iob openinqs at Yahoo! Finance. CopyriGht © 2004 Yahoo! Inc. All rights reserved, Privacy Policy - Terms of Service - CopYriaht Policy Quotes delayed, except where indicated otherwise. Delay times are 15 mins for NASDAQ, 20 mins for NYSE and Amex. See also delay times for Or;her exchancle$. Historical chart data and daily updates provided by Commodity Systems, Inc. (CSD.Quote data provided by Reuters. Data and information is provided for informational purposes only, and is not intended for trading purposes. Neither Yahoo! nor any of its data or content providers (such as Reuters, CSI and exchanges) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. By accessing the Yahoo! site, a user agrees not to redistribute the information found therein. http://finance.yahoo.com/q/hp?a=07&b=25 &c=2003 &d=07&e=25 &f=2003 &g=d&s=q 5/14/2004 I U.S. Savings Bond Redemption Receipt Branch ID: 59408 Redemption Date: 10/29/2003 SANTO L DINUNZIO 188-30-9599 Transaction Number:. 1457219 219 S. RAILROAD ST. PALMYRA, PA 17078 Teller'ID: psteller Issue Interest Redemption Serial Number Series Denom Date Issue Price Earned Value L155759194-EE L192367629-EE L228407995-EE L287591642-EE L323441230-EE L337394744-EE L356379489-EE L377132230-EE L401812107-EE L409946007-EE 1231543793-EE EE EE EE EE EE EE EE EE EE EE EE $50 50 50 50 50 5C 5C 5C 5 5O 100 01/1984 08/1984 08/1985 08/1986 03/1987 09/1987 01/1988 06/1988 11/198% 03/1989 12/1989 $25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 50.00 $55.24 51.60 46.70 43.92 36.20 34.56 33.38 32.24 31.12 31.12 57.88 $8O 76 71 68 61 59 58 57 56 56 107 24 60 70 92 20 56 38. 24 12 12 88 Total Total Total Price Interest Value $300.00 $453.96 $753.96 Total number of bonds redeemed: 11 Palmyra Shopping Center Office 901 East Main Street Palmyra, PA 17042 717-838-5483 Page 1 Of 1 AT THE MATURITY HEREOF WILL PAY ~- , o~ ....... J ~ -. ,,- -.. : ~Y~-' ~ '~" ' ..... , ~.."Z;* Fi<F, i,,~ ,, ...................... ==- ..... ..... I; - ~{{;, ;%,;; "', kb, '; ~}~ -'.tj,'j~ ~,',;,~ "~ ~ -- AT TH[ ~ATURITY H[R[OF WILL ~AY U[ DATE " ~';*; ~ "- P A L iffy R .q I~ , '~';:'~,. ; L.O.22E-407-gOb-EE "':..'. '~.~"~9~ --- '-' '::'::-~- ~ '- - ':' _ ' ' ~'~ .... :: ~' ::' :'_":TRY ...... '% :~ ~?'~' '" "~ "-~77'~ ',~': '-!~ '.' ~:': . 168 30 9599 03 1987 · "Lf'" ? PAL'!YP A PA ~707~ :S,'.,!'~ :~'.~. ;'~:~ ~?~G-" ;<'~ L - C- ~ 2 '3 -441 - 23 O - E E - .. &. L3E3EE LE30EE ~. ~:.,,.:,.,,,. .......... 1,0000~000~1~0 ~ 'i::..<.~,. ,~ ?~ SANTO LOUIS DINUNZIO :.:~;....~.% : 1300 PARK DRIVE APT 15 · ~:z~ .~ .. ...... , .~ ~.,.. . ~,, , ,,.,.;< ;. . - PALMYRA PA 1707~ 1987 188 30 9599 06 1988 ,~'Z;~.~S~: Y;, SANTO LOUIS OINUNZIO .- ........, i ~,;'~' ~ 1300 PARK DRIVE APT 15 ,FRB NY , }~.*```.~:~G`.~"~~.`&~.~``~;x.~..x.~x~x.~`~``.~..x~``~=~x`v~e~:<`~* ,,..,.,,,~ ,v~,,,,~c[,,;.'~.:'c.:y~e55e~a~ z o~ ~,:,:a=~v.: ~,~-,o, >a!e ;;~! ~ ~s~',,',~-'.'~.~.'','''.~.*.~'> .............. SANTO kOUI$ OINUNZIO 1~00 PARK DRIVE APT 15 PALMYRA~PA 17078 SERIES EE 11 1988 FISC AGT L OIBI21OgEE SANTO LOUIS D~.NUN~:'~CI' 130D PARK DRIVE APT~15 PALMYRA,PA 17078 : . :.;;'~' . .. .......... FZ$C.AGT US' REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Santo L. DiNunzio FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly.owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 2 3 4 5 6 7 8 Savings Account: Ameriserv Financial, P.O. Box 520, Johnston, PA 15907 Acct. #34500934 Checking Account: Ameriserv Financial, P.O. Box 520, Johnston, PA 15907 Acct. # 50790250 Cash 1996 Geo Metro; Condition: Fair 1994 Saturn SL2; Condition: Good AT & T Long Term Savings and Security Plan Pennsylvania AFL-CIO Pension Trust Fund Household goods: Decedent lived w/girlfriend, who took everything of value from the residence. Girlfriend is since deceased; therefore no legal action was pursued. Household goods remaining in residence after girlfriend vacated were donated to charity; please see attached copy of receipt from that charity 1,356.37 400.00 8.00 1,075.00 1,880.00 39,975.65 33,062.65 TOTAL (Also enter on line 5, Recapitulation) $ 0.00 77,757.67 (If more space is needed, insert additional sheets of the same size) ARRZSBURG OFFrCE STATE ST ARRZSBURG PA 17101-1110 I'ELEPHONE 717-238-1792 ANtERISERV "'FINANCIAL" PO Box 520 · Johnstown, PA 15907 Page: I of ! SANTE L DINUNZ.TO 912 1/2 EAST 37TH ST AUS'I/N 'IX 78705-1808 09/30/2003 34500934 CYCLE-071 · *** SAVINGS *** SOAR- REGIONAL Account Number 34500934 Enclosures 0 Beginning Rate 2.51000 Previous statement balance on 3uly 01, 2003 Total Deposits and Credits: 3 Total Checks and Debits: 1 Cycle Service Charge Ending balance on September 30, 2003 Number of days in this statement period: 92 $ 1,129.86 + 526.51 - 300.00 - 0 $ 1,356.37 Savinqs Account Transactions Date Description 07/01 RATE CHANGE TO 2.22000 07/09 34-342 SVGS DEP DINUNZIO 07/16 34-343 W/D 08/13 34-341S DINUNZIO DEP 09/30 INTEREST PAYMENT DEBITS 300.00 CREDITS .00 20.00 500.00 6.51 Balance By Date Date Balance Date 06/30 1,129.86 07/09 09/30 1,356.37 Balance Date Balance Date 1.149.86 07/16 849.86 08/13 raYc~ rcuE~L ID NUHBER INTEREST PAID YEAR TO DATE 25-0851535 13.99 *** INTEREST EARNED THIS STATEMENT PERIOD *** DAYS IN PERIOD ......................... 92 INTEREST EARNED ........................ 6.51 ANNUAL PERCENTAGE YIELD EARNED (APY) .... 2.24~ Balance 1,349.86 SEE REVERSE SIDE FOR IMPORTANT INFORMATION IARR/SBURG OFFICE :31 STATE ST IARRZSBURG PA 17101-1110 TELEPHONE 717-238-1792 AAAERISERV --FINANCIAL" PO Box 520 ° Johnstown, PA 15907 Page: 1 of 1 SANTE L DtNUN7./O 6701 SALEM PARK CIR MECHANICSBURG PA 17050-8115 09/03/2003 50790250 CYCLE-043 *** CHECKING *** ATM FREE CHECKING Account Number 50790250 Enclosures 0 Previous statement balance on August 15, 2003 Total Deposits and Credits: 1 Total Checks and Debits: 0 Cycle Service Charge Ending balance on September 03, 2003 Number of days in this statement period: 20 $ .00 + 400.00 - .00 - 0 $ 400.00 Checkinq Account Transactions Date Description 08/15 34-341 NEW ACCT DEP. DINUNZIO Balance By Date Date Balance Date Balance 08/14 .00 08/15 400.00 DEBITS .CREDITS 400.00 Date Balance Date Balance SEE REVERSE SIDE FOR IMPORTANT INFORIVLa. TION NADA Appraisal Guides Get a Value Fa-.. 1 of'2 The Recognized Authority Since 1933 Home } Subscribe to Trade ~uides ) Site, Map ) New Car Dealer Quote [ Free CARFAX Check I Free Finance Quote I Free Insurance Quote I Warranty Quote I Check Your ( You are here: C_a. te_gory > Make > Year > Model > Vehicle Options > Vehicle Value Report > Get Another Price Used Car Consumer Prices 1994 Geo Metro mchback 4D 10i,000 miles Base Price October 24, 2003 Low Retail Average Retail High Retail $1,075 $1,775 $2,225 Mileage Adjustment 101,000 miles add: $0 $0 $0 Ccrti0cation ~nd_.E__xtendcd W'_arranties Total Price $1,075 $1,775 $2,225 Average Retail Price represents e clean vehicle in good condition and is assumed to have a _Clean Tj.L!~ Histo;y. Looking to purchase a new car? Get a free quote [ro_m.._a ~e_ale_r near you. Obtain used car financing rates as Iow as 4.59% APR for 12-36 months. Selling your vehicle? Print a checldist and the required DMV Title & Registration forms to complete your sale. Sell your car through AutoTrader.com, and get the most money for your vohiclo. Other Vehicle Information NADA Recommended Mileage Range: Model Number: Weight: 90,001 - 100,000 MR6 1694 Value Explanations The free consumer values on NADAguides.com are based on the Consumer edition of the N.A.D.A. Official Used Car Guide ®, and should not be utilized for industry purposes. The consumer values may vary from the N.A.D.A. Offidal Used Car Guide values presented to you by insurance companies, banks, credit unions, government agencies and car dealers due to vehicle condition, regional market differences and frequency of updates Low Retail Value A Iow rotail vehicle may havo oxtonsivoly visiblo woar and toar. Tho body may have dents and other blemishes. The buyer can expect to invest in bodywork and/or mechanical work. It is likely that the seats and carpets will have visible wear. The vehicle should be able to pass local inspection st.~ndards and be in safe running j iOtherlnf°rmati°nYn' i Might Need... Fo~ this vehicle Print Report Fm~:il a friend Find this Car Other services · Now Car DCale~r Q gte · New Cars-.3.99% _APR · lpsura[~c~._quq[¢ · Vehicle ULs_t. ory · Extended_Warranty · ._FREE Lemon check · DMV form~ · Check your credit · PaiLs,:,° Accessofie:~ · Car Care Center For a new car · Price a new car · Compare side-by-~ide. · New Car.Reviews · Incentives& Rebates · Dealer Pr(ce Quote · Leasing Library In other words Find out what you can afford with our l~.L~ase e~' Purchase? calculator Go to New C_.a_r prices, eom pa.risoo a _nd..resea rch You have used 1 oflO of your free values Buy the Book! pr http://www2.nadaguides.com/Values/ValueCatego .ryReport.asp?UserlD=540740045386F.i. 10/24~2003 NADA Appraisal Guides - Get a Value - Page 1 of 2 N.~ !'~ ¢I., ...= ,1 ,., ,., [,-~-~'...~:~.1 The Recognized Authority Since 1933 Home } Subscribe to Trade GLfides I Site Map } F~ New Car Dealer Quote I Free CARFAX Check I Free Finance Quote I Free Insurance Quote I Warranty Quote ~ Check Your ( You are here: C_a!~gory > Make > Year > Model > Vehicle Options > Vehicle Value Report > Get Another Price i Used Car Consumer Prices ~ iOther Inf°rmati°n Yin' ~Might Need... i994 Saturn Saturn Sedan 4D SLi 146,000 miles Base Price October 24, 2003 Low. Retai! Average Retail Higl! R__etail_ $1,800 ,$2,600 $3,200 Mileage Adjustment 146,000 miles subtract: {$720) ($720) ($720) Deduction for high mileage should NOT exceed 40% of Low Retail Value. C:~r'tirication and Extended Warrantie* Total Price $I ,080 $1,880 $2,480 For this vehicle Pdnt Repo~t F m.--dl 2~ friend . Find this Ca~ Other services · · New Cars - 3.99% ~PR · Ir,,surance quote · Vehicle H!stgry · Extended Warranty · FREE Lemon check · DMV forms · Check your credit · P;c,'ts & Accessories · Car Care Center Average Retail Price represents a clean vehicle in good condition and is assumed to have a Clean T_¢[e_ _Histo_r'/. Looking to purchase a new car? Get a free quote from a dee!er near you. Obtain used car financing rates as Iow as 4.59% APR for 12-36 months. Selling your vehicle? Print a checklist and the required DMV Title & !~egistration forms to complete your sale. Sell your car through AutoTrader.com, and get the most money for your vehicle. Other Vehicle Information Model Number: ZG5/ZH5 Weight: 2349 Value Explanations The free consumer values on NADAguides.com are based on the Consumer edition of the N.A.D.A. Official Used Car Guide ®, and should not be utilized for industry purposes. The consumer values may vary from the N.A.D.A. Officia~ Used Car Guide values presented to you by insurance companies, banks, credit unions, government agencies and car dealers due to vehicle condition, regional market differences and frequency of updates Low Retail Value A Iow retail vehicle may have extensively visible wear and tear. The body may have dents and other blemishes. The buyer can expect to revest in bodywork and/or mechanical work. It is likely that the seats and carpets will have visible wear The For a ReW caf Price a new ca~ ~-,~ 0ompare side-by-sid~ New Car Reviews Incentives& R~bates ...... :~.~ In other words Find out what you can afford with our '.Tease or Purchase" calculator Go to New Car prices, com parison and re~esrch You have used 2of10 of your free values Buy the Bookt c~:;?,. l~ttp://www2.nadagui des.com/Val ues/Val ueCategoryReport.asp? UserlD=540740045386F... 10/24/2003 AMERICA WORKS BEST WHEN WE SAY... UN PENNSYLVANIA AFL-CIO WILLIAM M. GEORGE RICHARD W. BLOOMINGDAI,E Prt'sidc~lt St'crct, t~? Trea$l/rer November 20, 2003 Ms. Lisa DiNunzio 219 S. Railroad Street Palmyra, PA 17078 Dear Lisa, Enclosed is our check number 125 in the amount of $33,062.65 made payable to the Estate of Santo L. DiNUnzio. This check represents all monies due from this organization's pension plan to Santo at the time of his death and we have prepared the check at your request. Also enclosed are copies of the documentation that detail the breakdown of the total payout adding up to $33,062.65. If you have any questions please contact this office at 231-2850. Best of luck in all future endeavors. Sincerely, Secretary-Treasurer RB/fek 231 STATE STREET, HARRISBURG, PA 17101-1110 ' (717) 238-9351 ° FAX: (717) 238-8541 WEBSITE: www.paaflcio.org .~4:~, EMAIL: organize@paaflcio.org AMERICA WORKS BEST WHEN WE SAY... lin PENNSYLVANIA AFL-CIO WILLIAM M. GEORGE RICHARD W. BLOOMINGDALE. President Secretary- Treasurer TO: FROM: SUBJECT: DATE: Sante DiNunzio Richard W. Bloomingdale, Secretary-Treasurer- pENNSYLV]%NIAAI~L-CIO PENSION TRUST FU~ID April 2, 2003 Based upon the final figures given to us by our auditors, Buchbinder Tunick & Company, the status of your share of the Pennsylvania AFL-CIO Pension Trust Fund as of December 31, 2002 is as follows: Total Value of your Pension Fund as of December 31, 2001 2002 Employer Contribution Interest and Appreciation of Market Value for 2002 25,608.67 2,935.63 2,524.05 Total Value of your Pension Fund as of December 31, 2002 $ 31,068.35 If you have any questions or dispute these amounts, please contact my office. RWB/sls 230 STATE STREET, HARRISBURG, PA 17101-1147 (717) 238-9351 · FAX: (717) 238-8541 AT&T AT&T Long Term Savings & Security Plan Savings Plan Statement July 1, 2003 - September 30, 2003 #BWNFXTG SANTO L DINUNZIO 6701 SALEM PARK CR MECHANICSBURG, PA ENV#MGO07877 MG 90466 D 17050-8115 d~' Service Center Number: 1-800-610-7100 To make account inquiries or for questions regarding this statement, call between 8:30 AM and 12:00 Midnight, Eastern Time, any business day. A Message From AT&T Monitor Your Pre-Tax Contributions: The IRS limits the amount of Pre-Tax Contributions you can make to your AT&T Savings Plan each year. For 2003, the limit is $12,000. Once your Pre-Tax Contributions reach this limit for the year, any additional contributions automatically will be treated as After-Tax Contributions. If you do not want your contributions to be treated as After-Tax Contributions after the pre-tax limit for the year is reached, you should stop your contributions for the rest of the year by accessing Fidelity NetBenefits at (http://netbenefits.fidelity.com) or by calling the AT&T Savings Plan Service Center at 800-610-7100. If you do stop your 2003 contributions, you must re-elect your contribution percentage for payroll deductions to restart for 2004. To have contributions taken from your first 2004 paycheck but not deducted from your remaining 2003 paychecks, you must re-elect your contribution percentage between the following dates: if monthly paid - between December 1,2003 and December 24, 2003, at 4:00 p.m. Eastern Time; if bi-weekly or weekly paid - between December 19, 2003 and December 24, 2003, at 4:00 p.m. Eastern Time. Your Account Summary Beginning Balance Change In Market Value Ending Balance $39,231.93 743.72 $39,975.65 Additional Information e Dividends & Interest $369.21 Your Personal Rate of Return This Period 1.9% Year to Date 5.4% Your Personal Rate of Return is calculated with a time-weighted formula, widely used by financial analysts to calculate investment earnings. It reflects the results of your investment selections as well as any activity in the plan account(s) shown. There are other Personal Rate of Return formulas used that may yield different results. Remember that past performance is no guarantee of future results. Your Asset Allocation [~ Stocks 18% [] Bonds 82% Your investments are currently allocated among the displayed asset classes. Percentages and totals may not be exact due to rounding. Please read this statement carefully. Any error must be reported to Fidelity Investments within 90 days. 7877 MG007877 0001 20031017 MG4K Fidelity Investments, P.O. Box 770003, Cincinnati, OH 45277-0065 Page 1 of 5 AT&T Long Term Savings & Statement Period: 07/01/2003 to 09/30/2003 Security Plan Fund Performance A summary of investment performance of all funds available in the plan Your holding period may differ trom the time periods shown below. I.n vestment (VRS Code) 3 Month YTD 2002 2001 2000 I Year 3 Year 5 Year 10 Year Life Date Stocks : ~.::i ;:.~i Company Stock AT&T Stock Fund (99213)* 12.78 -14,29 -28,26 35.13 -64.25 -8.60 -20.80 -17.00 -4,18 6.36 Comcast Stock Fund (10263)* 2.29 30.50 N/A N/A N/A N/A N/A N/A N/A N/A Large Cap Growth Vang US Growth Adm (45351) 4.12 14,99 -35.68 N/A N/A 21.09 N/A N/A N/A -14.10 Market Indices* Morningstar Large Growth 3.40 16.63 -27.73 -23.63 -14.09 22.62 -18.25 -0.72 7.04 N/A 12/31/1983 11/18/2002 08/13/2001 Large Cap Blend S&P 500 Index Fund (94268) 2.65 14.53 -22.17 -12.15 -9.11 24.16 -10.27 N/A N/A -5.07 10/01/1999 AT&T US Equity Fund (99216) 4.25 17.97 -20.56 -8,11 -4.30 26.60 -7.03 4.49 N/A 10.49 08/31/1994 Total US Stk Mkt Idx (94269) 3,75 16.73 -21.39 -11,71 -10.56 25.81 -10.13 N/A N/A -3.76 10/01/1999 LM Value Trust FI CI (22077) 3.74 26.77 -18.31 N/A N/A 44.03 N/A N/A N/A 0.33 03/23/2001 Fidelity Divd Growth (00330) 0.19 11.95 -20.44 -3,74 12.25 23,58 -4.79 4.59 13.34 14.57 04/27/1993 Fidelity Magellan (00021) 1.48 12.60 -23.66 -11.65 -9.29 21.05 -11.72 1.68 8.01 19.12 05/02/1963 Market Indices* Morningstar Large Blend 2.59 13.77 -2202 -13.68 -6.97 21.67 -10.25 1.13 8.34 N/A Wilshire 5000 3.71 17.10 -20.86 -10.97 -10.89 26.25 -9.55 1.99 9.50 N/A S&P 500 Index 2.65 14.72 -22.10 -11,89 -9.10 24.40 -10.13 1.00 10.05 N/A Large Cap Value Fidelity Equity Inc (00023) 2.85 13.62 -17.16 -5.02 8.54 2433 -2.43 3.85 9,66 12.93 05/1611966 Vang Windsor II Adm (45349) 0.46 14.35 -16.79 N/A N/A 20,84 N/A N/A N/A -4.87 05/14/2001 Market Indices* Momingstai' Large Vaiue 2.21 13. t5 -18.92 -5.37 5 47 22.63 -2.97 2.84 8.70 N/A Mid-Cap Growth TRP Mid Cap Growth (93387) 4.20 23.00 -21.22 -0.98 7.43 33.45 -2.64 10.10 13.19 15.60 06/30/1992 Market Indices* Morningstar Mid-Cap Growth 5.56 22.28 -27.53 -21.28 -6.90 27.78 -16.94 5.00 7.40 N/A Mid-Cap Blend Extended US Stk Mkt(94270) 7.10 25.28 -18.07 -9.30 -15.22 32.16 -903 N/A N/A 0.27 10/01/1999 Market Indices* Wilshire 4500 7.70 26.57 -17.82 -9.23 -15.77 33.86 -8.54 5.58 8,51 N/A Small Cap Blend TRP Sm Cap Stock (92556) 4.95 16.42 -14.21 6,81 16.49 24.74 2.32 10.30 11.60 13.41 06/01/1956 Market Indices* Morningstar Small Cap Blend 7.99 24.52 -16.17 8.41 12.84 30.82 4.19 10.69 9.30 N/A Small Cap Value Fidelity Low Pr Stk (00316) 8.50 23.68 -6.18 26.71 18.83 31.02 15.84 15.49 15.30 17.02 12/27/1989 Market Indices* Morningstar Small Cap Value 7.45 23.09 -10.25 17.31 16.98 29.96 10.69 11.97 11.38 N/A International AT&T Intl Equity Fd (99215) 9,51 18.69 -14.89 -17.03 -19.99 29.78 -7.87 N/A N/A -3.92 . 10/01/1999 Intl Stock Mkt Index (94271) 7.91 17.36 -18.02 -22.47 -15.19 23.45 -10.27 N/A N/A -7.35 10/01/1999 Fidelity Divers Intl (00325) 9.56 23.60 -9.37 -12.99 -8,96 31,12 -1.61 9.03 10.16 9.63 12/27/1991 Janus Overseas (93228) 10.69 17.79 -23.89 -23.11 -18.57 22.97 -15,91 4.23 N/A 9.07 05/02/1994 Market Indices* Morningstar Foreign Stock Market 8.20 19.48 -16.35 -21.93 -15.66 27.36 -3,62 4.42 6.34 N/A MSCI EAFE Index 8.13 18.69 -15.74 -21.27 -14.01 26.37 -8.48 0.78 3.08 N/A Global Janus Worldwide (99664) 3.01 9.80 -26.01 -22.88 -16.87 13.71 -18.58 0.58 8.85 10.90 05/15/1991 Market Indices* Morningstar World Stock Market 6.75 14.89 -19.85 -17.49 -10.58 21.42 -10.80 0.42 3.66 N/A Blended FUnds ....... !i ....... i! .......... iiii~!:i~:iiii !:: i : !i :~ , , ..... ...... '..i.. :: : : ~ : : 7877 MG007877 0001 20031017 MG4K Fidelity Investments, P.O. Box 770003, Cincinnati, OH 45277-0065 Page 3 of 5 AT&T Long Term Savings & Security Plan Statement Period: 07/01/2003 to 09/30/2003 Your Statement Glossary .. Average Annual Total Return This is the hypothetical rate of return, that if the investment option achieved it over a year's time, would produce the same cumulative total return if the investment option performed consistently over the entire period A total return is expressed in a percentage and tells you how much the investment has earned or lost over time, assuming that all dividends and capital gains are reinvested. Change in Market Value The change in value reflects the fluctuations in the price per share of the investment option because of changes in their underlying investments (stocks, bonds or shod term investments). In the Account Summary section of your statement, this number is the total of all changes in all of your investments due to these types of fluctuations. Cumulative Total Return This number tells you an investment's actual performance for a certain period of time. A total return is expressed in a percentage and tells you how much money you have earned or lost on an investment over time, assuming that all dividends and capital gains are reinvested. Dividends In the investment options of your plan, including mutual funds and company stock (if applicable), dividends are money paid (o shareholders that comes from the investment income that the fund has earned· Depending on the rules of your plan, dividends on company stock may be reinvested into your retirement account or paid to you in cash Market Value Market Value is the dollar value of the investments in your account. You can calculate your market value by using the following formula: Market Value = Number o[ shares or units in your account x Price per share or unit of the fund. Shares Shares are your units of ownership of investments in your account. Share Price The value of one share of each investment in your account is called share price. It is determined by taking the total value of the whole investment option on a given day and dividing it by the number of shares outstanding. Units Your interest in your company stock fund is expressed in units not shares. Tile value of each unit is determined by dividing the market value of assets held by the fund, including shares and the short term investments, by the number of units outstanding. Unitization is a method that combines common stock with short term investments. The short term investment portion of the fund enables stock fund trading every business day, similar to mutual funds, rather than the typical three day settlement period which occurs when stock is traded on the open market. Unitization does not affect the initial market value of your ownership in company stock, only the manner in which it is expressed. Vesting Vesting refers to your level of ownership in company contributions and any associated earnings. When the company contributes money to your account, it resides in your account, under your name. This money becomes fully yours once you have satisfied the vesting requirements of your plan. You are always entitled to 100% of your contributions and any associated earnings. Some special information about other sections in your account statement Asset Allocation Investments can be divided into three major asset classes: Stocks, Bonds, and Shod Term Investments. These asset classes represent the different types of underlying securities that may be held in the investment options you own. Please note that you may be invested in a blended fund where the fund holdings are invested in more than one asset class. · Stocks Stocks can add a growth component to your portfolio. They represent ownership or equity in a company. Stocks have the potential to outperform other types of investments over the long term. However, stocks tend to have wider price fluctuations over shod periods of time than other securities. · Bonds Bonds can add an income portion to your portfolio. They represent a loan to a corporation or Government Agency, and provide the opportunity for higher current income than short-term investments. Unlike shod-term investments and stable value investments, bond prices fluctuate with changes in interest rates. · Short Term Short Term investments can add stability to your portfolio. They provide current income and seek to preserve the value of your investment. They also tend to provide the lowest returns over the long term. Examples of these investments include certificates of deposit (CDs), Treasury Bills and Money Market Instruments. Market Indices A market index can measure the general trends in the performance of particular market segments. You can use the appropriate market index to compare the performance (Average Annual Return) of the options in which you're invested. · Standard and Poor's 500 The S&P 500 incorporates a broad base of 500 stocks, including industrial, utility, and financial comp,~nies. Some of its stocks have a greater influence on the direction of the market. The S&P 500 calculation takes this into account by giving greater weight to these stocks. The companies that make up the S&P 500 are traded on the New York and American Stock Exchanges, as well as the Over-The-Counter Exchange. · Lehman Bros. Aggregate Bond Index This measures the total return of over 6,000 high-quality bond issues, including government, corporate, and mortgage sectors. Bonds in this price-weighted index have an average maturity of 10 years. · Morgan Stanley EAFE Index The MSCI EAFE Index (Morgan Stanley Capital International Europe, Australasia, and Far East, Index) is an unmanaged index and includes the reinvestment of dividends. It is designed to represent the performance of developed stock markets outside the United States and Canada. The MSCI EAFE Index is a registered service mark of Morgan Stanley and has been licensed for use by FMR Corp. 7877 MG007877 0001 20031017 MG4K Fidelity Investments, P.O. Box 770003, Cincinnati, OH 45277-0065 Page 5 of 5 Goodwill AN AFFILIATE OF KEYSTONE GOODWILL INDUSTRIES, INC. P.O. BOX 3155 ° 1150 GOODWILL DRIVE HARRISBURG, PA 17105 PHONE: (717) 232-1831 or 1 (800) 432-GIVE goodwill@gwcpa.org or www.gwcpa.org NAME OF DONOR E-MAIL ADDRESS DATE I n d u stri e s o~ 0~.N~.E~,~s~vANIA, I~0. RECEIPT NO. 114392 A~rENDANT'S INITIALS PHONE BAGS PCS. CTNS. DESCRIPTION /j-) CLOTHING · FURN,TURE $o~O~ MISCELLANEOUS THE DONOR IS RESPONSIBLE FOR ASSIGNING VALUE TO DONATIONS. ESTIMATED VALUE OF DONATIONS I$ 5~, OO ) GOODWILL HAS NOT FURNISHED GOODS OR SERVICES TO THE DONOR IN EXCHANGE FOR THIS CONTRIBUTION, "A copy of the official registration and financial information for Goodwill Industries of Central Pennsylvania, Incorporated may be obtained from the Pennsylvania DePartment of State by calling toll free within Pennsylvania, 1-(800)-732-0999. Registration does not imply endorsement. WE THANK YOU FOR YOUR TAX DEDUCTIBLE DONATION THAT PROVIDES VOCATIONAL TRAINING Oc.T: Jla 217931 c/ THE SALVATION ARMY ADULT REHABILITATION CENTER Apt. or Floor ~pliance ~ Clothing 3650 Vartan Way · Harrisburg. PA 17110 Phone: (717) 541-0203 Furniture ~ Sundries CONTRIBUTIONS OF GOODS ARE DEDUCTIBLE FOR iNCOME TAX PURPOSES TO THE EXTENT ALLOWED BY LAW. THE SALVATION ARMY DOES NOT FIX AN EVALUATION ON YOUR GIFT. THAT IS THE PRIVILEGE AND RESPONSIBILITY OF THE DONOR. THiS IS YOUR TA~, ECEIP,~ · ,.,~ DRIVE ,~[~. ATI~ R El" -- CUSTOMER COPY REV-1509 EX+ (6-98~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Santo L. DiNunzio SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT Ex-wife A. Carol N. DiNunzio 1038 E. Main Street Palmyra, PA 17078 JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTiFYiNG NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST }ECEDENT'S INTEREST 1. A. SI-Savings Account; Belco Community Credit Union; Acct #: 945850 388.23 50 194.12 2 A S3-Whatever Club (Savings Account); Belco Community Credit Union ~,cct #: 945850 160.00 50 80.00 3 A S4-Checking Account; Belco Community Credit Union; Acct # 945850 285.66 50 142.83 Address Belco Community Credit Union: 403 N. 2nd Street Harrisburg, PA 17108 TOTAL (Also enter on line 6, Recapitulation)$ 416.95 (If more space is needed, insert additional sheets of the same size) 'ELCO ~unity Cre(lit Union ~tting you there SANTO THE THE THE THE THE THE 11 11 ~ MAIN OFFICE: 403 N. 2nd Street P.O. Box 82 Harrisburg, PA 17108 L. DINUNZIO ~ )TAI DIVIDEND YEAR-TO-DATE · ail savings except IRA. vidends shown, if $1 0 or ever will be )cried to the interne| Revenue Service r this calendar year. NDICATES EFFECTIVE DATE STATEMEN'~' OF JOINT OWNERS CAROL N. DINUNZIO ACCOUNT Page 2 ACCOUNT NUMBER 9q5850 ~CURITY · ~ 88-XX-XXXX PERIOD From To 08010 8310 PREVIOUS BALANCE Si-SAVINGS PREAUTHORIZED AUTO TRANSF ~AYMENT VIA OFFICE/HAIL MISCELLANEOUS TRANSFER PREAUTHORIZED AUTO TRANSF DIVIDEND ANNUAL PERCENTAGE RATE IS 1.10 ANNUAL PERCENTAGE YIELD IS 1.11 ANNUAL PERCENTAGE YIELD EARNED IS NEW BALANCE PREVIOUS ~REAUTHORIZED AUTO WITHDRAWAL CASH PREAUTHORIZED AUTO PREAUTHORIZED AUTO DIVIDEND ANNUAL PERCENTAGE ANNUAL PERCENTAGE ANNUAL PERCENTAGE NEW BALANCE BALANCe, S3-WHATEVER CLUB TRANSF TRANSF TRANSF RATE IS 1.10 YIELD IS 1.11 YIELD EARNED IS 1 0 1 1 ?RE~IOU~ BALANCE Sq--CHEC~ING ATM WITHDRAWAL TR710262ql ~500 TRINDLE RD CAHPHILL PA PREAUTHORIZED AUTO TRANSF PREAUTHORIZED AUTO TRANSF ATM WITHDRAWAL 6560 CARLSOU661641 MECHANI270056 PA DIRECT DEPOSIT PENNSYLVANIA AFL PAYROLL ATM WITHDRAWAL 488 CARLICNS~2898 MECHANI6~9996 PA DRAFT PAID PREAUTHORIZED AUTO TRANSF DEBIT/CHECK CARD TRANSACT ~0016~7732 OLLIE'S BARGAIN OUTLET MECHANICSBUR GP DRAFT PAID 2903 DRAFT PAID 290q i~UONIINUEO~ m067479512 12315750G5 ~099015148 2900 3 326 6 60 6 -iO -lq~ -2 TOTAL FINANCE CHARGE YEAR-TO-DATE for all loans. NOTICE: See reverse side for important informalJon. 58 38q 35 7 387 7 388 3 388 583 lOO 16C 22O 220 22C 61 863 ;3t 763 70~ 67E 529 1159 689 661 611' 481 0624223 STATEMENT OF ACCOUNT Page ELCO nunity Credit Union ~etting you there MAIN OFFICE: 403 N. 2nd S~'eet P.O. Box 82 Harrisburg, PA 17108 ACCOUNT NUMBER JOINT OWNERS 96 5 8 5 0 SANTO L DINUNZIO **~ CAROL N, DINUNZIO SOClALSECURITY# · 188-XX-XXXX STATEMENT PERIOD From To - 1050 080 8~10~ +:=~:~:~,~,~i~, ii~:~:] .: ~ :; ~Ti.i :~,~:i~i ~:.::!~':!DES~RIpTioN '~i~: :~;~:. i~ :~: ::::~ ::AMOUN ::::~ : FINESt)!!=; .": 6AL/LNCE 12018677 $ PREAUTHORIZED WITHDRAWAL 9785597101 -1 69 VERIZON PAYMENT 5 , PREAUTHORIZED AUTO TRANSF -6000 , 6 * PREAUTHORIZED AUTO TRANSF -~000 375~7 9 PREAUTHORIZED WITHDRAWAL 1008096660 -2~92 ~6605 PAWC PAYMENT 9 DRAFT PAID 2906 -qO00 ~0605 1 ~ DIRECT DEPOSIT 12~1575065 68525 991~0 PENNSYLVANIA AFL PAYROLL 0 ATM WITHDRAWAL ~221695706 -6~96 92756, 1585 JONESWAY PLAZ MIDDLETOWN PA 0 DRAFT PAID 2905 -9~99 1 PREAUTHORIZED WITHDRAWAL 12~0959590 -6~90 76965 PP ELEC BILL ~1 ATM WITHDRAWAL ~067678169 -8602 68~q~ 5501 SIMPSOU4M0422 MECHANI270601 PA 1 ]RAFT PAID 2907 -10862 57681 2 DRAFT PAID 2908 -$I80 12 ~ PREAUTHORIZED AUTO TRANSF -i9500 $68!01 '6 ~ DEBIT/CHECK CARD TRANSACT ~009~9~924 -~255 31566 PUFF N SNUFF #21 HARRISBURG P !5 DRAFT PAID 2909 -~000 28566 ~5 ~ PREAUTHORIZED AUTO TRANSF -6000 2656~ !9 * DIRECT DEPOSIT 905609~976 865~$ 1108,9 , AT&T PENSION PLA PPD EFTS !9 PREAUTHORIZED AUTO TRANSF -6000 1068P9 ~1 NEW BALANCE 106899 ...... - CLEARED DRAF' SUMMARY ...................... 2900 ~*~ 290~ 2906 2905 2906 2907 2908 2909 )i PREVIOUS BALANCE L__5 6~, MO SIGNATURE 887024 ]8 ~ PREAUTHORIZED AUTO TRANSF 1~251 6269 87~773 22 ~ PREAUTHORIZED AUTO TRANSF 15311 6189 860662 31 , MONTHLY LOAN INSURANCE' -1169 861651 31 . MONTHLY LOAN INSURANCE -tgO 862121 ~CONTINUED~ ITAL DIVIDEND YEAR-TO-DATE TOTAL FINANCE CHARGE YEAR-TO-DATE all savings except IRA. for all loans. dends shown, if $ I 0 or ever tarred to the Internal Revenue Service this calendar year. NOTICE: See reverse side for important information. 0624224 ,~JDICATES EFFECTIVE DATE ;ELCO ~unity Credit Union etting you there MAIN OFFICE: 403 N. 2nd Street P.O. Box 82 Harrisburg. PA 1710 STATEMENT' OF ACCOUNT Page ACCOUNT NUMBER JOINT OWNERS 9 6 5 8 5 0 SANTO L. DINUNZIO ~)~ CAROL N. DINUNZIO SOClALSECURITY# 188-XX-XXXX STATEMENT PERIOD From To 08010~08~10~ NEW ~ALANCE-PER~ODZC RATE.O~q2qT~ >> ANNUAL PERCENTAGE RATE ~2.500~ ~~ CREDIT LINE SUMMARY ~ CREDIT LINE : 0.00 CREDIT A~AILABLE, : 0.00 ~ NEXT PAYMENT DUE : 09/Oq/O~ MINIMUM FAYMENT AMOUNT: 156.00 PREVIOUS BALANCE L5 180 MO FIXED H/E 60~68~ ~ PREAUTHORIZED AUTO TRANSF 10782 16781 602q901 PAYMENT VIA OFFICE/MAIL 602q901 ~0 O0 NEW BALANCE-PERIODIC RATE.01~86~% O0 >> ANNUAL PERCENTAGE RATE 7.250% << DIVIDEND Y~R-TO-DATE TOTAL FINAN:E :HARGE YEAR-TO-DATE n, Il ~ I or over ........ md to the Internal flavenue Service ~is calendar year. NOTICE: See reverse side for Important information. 0624225 ICATES EFFECTIVE DATE REV-1510 EX+ (6-98~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Santo L. DiNunzio SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER ,leted and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is es. DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE NUMBEF THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. 1. MFS Heritage Trust Co.: MFS Total Return Fund-A: Transferee: Lisa DiNunzio; Daughter; Date of Transfer: 8~25~03 3,783.60 33 1,261.20 2 MFS Heritage Trust Co: MFS Total Return Fund-A: Transferee: Angela 3,783.60 33 1,261.20 DiNunzio; Daughter: Date of Transfer: 8/25/03 3 MFS Heritage Trust Co: MFS Total Return Fund-A: Transferee: Nanette 3,783.60 33 1,261.20 DiNunzio; Daughter: Date of Transfer: 8/25103 33 33 33 TOTAL (Also enter on line 7 Recapitulation) $ 3,783.60 (If more space is needed, insert additional sheets of the same size) INVESTMENT MANAGEMENT Year-to-Date Investment Summary January 1, 2003 through June 30, 2003 Page 1 of 4 Fund-Account Number: 0215-08188462237 MFS HERITAGE TRUST CO TRUSTEE IRA A/C SANTO L DfNUNZIO 6701 SALEM PARK CIR MECHANICSBURG PA 17050-811S 000645 For help with your investments, contact Your Representative: Q42 ROBERT W TEAGUE Dealer: CUNA BROKERAGE SERVICES INC 403 N 2ND ST HARRISBURG PA 17101q343 Account at a Glance Quarterbeginning 4/1/2003 Year beginning 1/1/2003 Beginning value $3,381.43 $3,475.64 Change in value +342.41 +248.20 Endinc, I value 6/30/2003 =$3,723.84 =$3,723.84 Change in value reflects the reinvestment of dividend and capital gain distributions, as well as the appreciation or depreciation of the investment. IRA Contributions f ype of IRA Contributions for Contributions for tax ),ear 2002 tax )/ear 2003 Traditional 50. O0 50. O0 Investment News Tax law ch,~nges On May 28, 2003, President Bush signed the Jobs and Growth Tax Relief Reconciliation Act of 2003, which contains significant income tax relief for investors, individuals, and businesses. For more information on this new law, visit mfs.com. Annual trustee fee tip If you hoven't yet paid the 2003 annual trustee fee for your MFS-sponsored retirement plan, you con send a separate check or hove it automatically deducted from your account. For more details, pleos( see the trustee fee notice at the back of this statemen For balances, service information, and transactions, contact MFS directly [] www.mfs.com Online account access, fund information, and investor education ~ 24-hour-a-day automated information Automated voice response service 1-800-MFS-TALK (1-800-637-825.5) ~ Service 8am - 8pm Eastern time Personal Account Services 1-800-225-2606 IRA Account Services 1-800-637-1255 529 Plan Services 1-866-529-1637 REV-1511 EX+ (12-99~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Santo L. DiNunzio SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 5. 6. 7. 8 9 10 11 12 FUNERAL EXPENSES: Malpezzi Funeral Home: Funeral, Burial & Mass Food and Refreshments dudng Funeral Period: Italian Lodge of Hershey ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City . State Year(s) Commission Paid: Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Deed Preparation and Broker's Fees for 6701 Salem Park Circle Brokers' Fees for sale of stocks Short Certificates Death Certificates Costs of maintaining Salem Park Circle until sale Costs of maintaining 2 automobiles until sale Zip · Zip 4,810.20 305.40 1,600.00 5,200.00 181.60 60.00 120.00 2,518.85 323.00 TOTAL (Also enter on line 9, Recapitulation) $ 15,119.05 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ [12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Santo L. DiNunzio Re )oiI, debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. VALUE AT DATE DESCRIPTION OF DEATH ITEM NUMBER 2 3 4 5 6 7 8 9 10 11 12 13 Mortgage loan on 6701 Satem Park Circle, Mechanicsburg, PA 17050. Mortgagor: Santo L. DiNunzio Mortgagee: Ameriserv Financial Bank Mastercard Acct # 5407070012206810 United Refining Co. Acct # 64692780 Mastercard Acct # 5407070004072618 Lowe's Acct # 82222390246282 Discover Acct # 6011002420745085 Kohl's Acct # 0292391364 Visa 945850 Signature Loan (Belco Community Credit Union) Community Life Team EMS (Ambulance service before death; not covered by insurance) Pinnacle Health Hospital (Resuscitation not paid by insurance) Sunoco Credit Card Acct # 50067140132 AT & T Wireless Acct # 2202250516 TOTAL (Also enter on line 10, Recapitulation) $ 64,000.00 3,689.51 6.45 823.35 604.99 239.79 232.38 1,198.62 8,870.24 949.50 35.00 13.19 103.32 80,766.34 (If more space is needed, insert additional sheets of the same size) SATISFACTION PIECE SMC LN NO. 187829 Santo L DiNunzio Made this '4 M'~ day of April ,2004. Name of Mortgagor: Santo L DiNunzio Name of Mortgagee: Ameriserv Financial Bank Name of Last Assignee: None Date of Mortgage: August 4, 2003 Original Mortgage Debt: $64,000.00 Mortgage Recorded: August 11, 2003 in the office of the Recorder of Deeds of Cumberland County, Hampden Township, Pennsylvania, recorded in Book Volume 1828 page 4484. Brief Description or Statement of Location of Mortgaged Premises: 6701 Salem Park Circle Mechanicsburg PA 17050 The Undersigned hereby certifies that the debt secured by the above mentioned mortgage has been fully paid or otherwise discharged and that upon recording hereof said mortgage shall be and is hereby fully and forever satisfied and discharged. WITNESS the due execution hereof with the intent to be legally bound. ...A..~TJiST: ~ Iv~cl~lle Sha, 'ley - ; COMMONWEALTH OF PENNSYLVANIA: COUNTY OF WESTMORELAND AMERISERV FINANCIAL BANK R. K'ap Bixel,,~k4~st. Vice Preside ACKNOWLEDGMENT On this Q-th day of Ctq6t'i I ,2004 before me, the undersigned officer, personally appeared R. Kay Bixel who acknowledged herself to be Asst. Vice President of AmeriServ Financial Bank, a corporation, and that she as such being authorized to do so, executed the foregoing instrument for the purposes therein contained by signing the name of the corporation by herself. IN WITNESS WHEREOF, I hereunto set my hand and official seal. COMMONWEALTH OF PENNSYLVANIA I Notarial Seal Michele R. Hohmart. Notary Public City of Greensburg, Westmoreland Co _un_ty My Commission Expires Feb. 24, 2007 Member, Pennsylvania Association of Notades dry Pt~b--ii~- COMMONWEALTH OF PENNSYLVANIA: COUNTY OF: Page Recorded on this day of ,2003 in the recorder's office of said~&h:~*;M~6;d~kko~eunt PA, Given my hand and the seal of the said office, the date above ~'ritten' ,,, ~ 7~}~%,.Nx. ~Sr- ;)r~:~ Y~"-~ Recorder Recorder of Deeds COMMUNICATIONS WORKERS PLATINUM MASTERCARD STATEMENT SANTO L DI NUNZIO Page 1 of PAYMENT SUMMARY BALANCE SUI~IMARY PAST DUE AMOUNT $62 00 PREVIOUS BALANCE $3,689.51 PAYMENTS/CREDITS $0 00 PURCHASES/DEBITS + $29.00 MINIMUM PAYMENT DUE $125.00 FINANCE CHARGE + ~41.01 IPAYMENT REQUESTED BY 10,16,(73 NEW BALANCE = $3.759 52 ACCOUNT SUMMARY ACCOUNT 5407-0700-1220-6810 NUMBER TOTAL CREDIT LIMIT $3,705 TOTAL CREDIT LIMIT $0 AVAILABLE STATE ME NT DATE 09;21/03 TRANSACTION SUMMARY THAN POST TRANSACTION REFERENCE AMOiNT DATE. DAT,E. DESCRiPTiON .NUMBER CHARGES CREDITS 09;15 09115 LATE CHARGE ASSESSMENT 10000040~00CO0000861240 $2900 YOUR ACCOUNT IS NOW PAST DUE. PLEASE CALL TODAY AND MAKE YOUR PAYMENT OVER THE PHONE CALL t-800-395-0500 FINANCE CHARGE CALCULATION This is a no grace account. Grace per[od inlormation on back· Nominal ANNUAL Average Daily Days FINANCE CHARGE Annual PERCENTAGE Daily Pedodic In Billirg At Periodic Cash Advance Percentage RATE Balance Rate Cycle Rate Fees Rate PURCHASES $2,894 08 .03560% 3t $31 94 $0 00 t3.00% 13000% BONUS CHECK $82176 .03560% 31 $9 07 $0 00 13.00% 13 000% CASH ADVANC ES $0.00 .05480% 31 $0.00 $0 00 19.99% 19 990% ,/MAIL PAYMENTS TO: ~ QUESTIONS? r,~ MAIL INQUIRIES TO: HOUSEHOLD CREDIT SERVICES 24-HOUR CUSTOMER SERVICE HOUSEHOLD CREDIT SERVICES P.O. BOX 17051 1-800-622-2580 PO BOX 80027 BALTIMORE MD 21297-'1051 OUTSIDE USA, COLLECT: 1-702-243-1575 SALINAS CA 93912-0027 TDO HEARING IMPAIRED: 1-$00-655'9392 ~a Manage your account online at: www.unionptuscard.com uP1 0t0824 A 21 N STMT57 D 000110t5 PLEASE DETACH AND RETURN BOTTOM PORTION V,/ITH YOUR PAYMENT: To Assure Proper Credit Please Write Your Account Number On Your Check I Account.Number : :~: i :: 5407~0700-1220'68101 New Balance $3,759.52 Payment Requested By 10/1 6/03 Minimum Payment Due' $125.00 '~O][l_. Make checks a able to HOUSEHOLD CREDIT SERVICES. Please write your account number l~l~.~pl~® on your check.P ~)Y(~ not fo,d. staple or clip. Do not send ca?h.: Please send your payment 7 days prior to the payment ~equested by date to ensure t~me~y oe~very. Amount Enclosed $ SANTO L DI NUNZIO 6701S^~E. P^RK C~R HECHAN[CSBURG PA 17050-8I[B h,,lll,,,llh,,,hl,lh,,h,l,,,,ll,,,ll,hhlh,,,"lh"lll HOUSEHOLD CREDIT SERVICES P.O. BOX 17051 BALTIMORE MD 21297-1051 I,,hl,,,ll,,hlhl,,I,,,l,,,llll,,,,I,l,,,,ll,,I,II 540707001220681000012500003759520 United Refining Company of Pennsylvania Warren, Pennsylvania 16365 Office Hours 8:00 A.M. TO 4:30 P.M. STATEMENT Make Checks Payable and Remit to: United Refining Company P. 0. Box 89460 Cleveland, Ohio 44101-6460 Please indicate amount enclosed here. $ SNATE L DINUNZ[O 912 1/2 E 37TH ST AUSTIN, TX 78705 STATEMENT DATE lO-Ol -03 YOUR ACCOUNT NO. 64592780 ALL BALANCES MUST BE SETTLED IN FULL. PAYMENT MUST REACH~ ~ OUR OFFICE BY 10-25-03. PAGE I TOTAL DUE ~ 6.45 646927801001030000645000000000545001008 ~LEASECORRECTADDRESSIFDIFFERENTFROM ABOVE) FOR CUSTOMER ASSISTANCE CALL: 814,726,7627 64692780 STATEMENT DATE: h',i~cP.:e p~jr~,~e~-,[ ar;o,~rt abe,.e deter, ch aqd return upper port;on ','.r,h p~:yment. WE APPRECIATE YOUR BUSINESS 10-01-03 YOUR CREDIT CARD PRIVILEGES HAVE BEEN RESCINDED. PLEASE CONTACT THIS OFFICE. dust a reminder that your account is past due. If you have already sent your check for $6.45. ~e thank you for doing so. Sincerely, Urc Credit Department PAST DUE BALANCE FORWARD: SERVICE CHARGE: FAX (814) 726-7610 PAST DUE AMOUNT - DUE IMMEDIATELY: CUSTOMER TOTAL 5.45 1, O0 6.45 6.45 Jnited Refining Company of Pennsylvarfl~/Varren, PA 16365 FED. I.D. 25-0850960 NOTICE: See Reverse Side For . Important Information COMMUNICATIONS WORKERS PLATINUM MASTERCARD STATEMENT SANTO L DINUNZIO ~{~ At Your Service 24-Hour Customer Service: 1-800-622-2580 www.unionpluscardcom TDD for hearing/speech impaired: 1-800-655-9392 Call collect for Customer Service outside of the U.S.: 1-702-243-1575 Mail written inquiries to: HOUSEHOLD CREDIT SERVICES, PO BOX 80027, SALINAS, CA 93912-0027 Send payments to: HOUSEHOLD CREDIT SERVICES, P.O BOX 17051 , BALTIMORE, MD 21297-1051 ACCQUNT NUMBER TOTAL TOrAt. CREDIT I CASH [ CASH LINE STATEMENT PAYMENT CRED,T LINE AVA,LADLE ~ CRED,T ~ AVA,LADLE DATE REQUESTED L,NE ILINE I BY 5407~)700-0407-26 IS $5,500 I $5,500 ~ $0 08,28.03 09 22'03 $0 PREVIOUS -PAY/vlENTS AND +PURCHASES. CASH ADVANCES. BALANCE OTHER CREDITS FEES AND OTHER DEBITS $782.94 $0.00 $2900 MINIMUM PAYMENT DUE $28.00 +FINANCE I =NEW AMOUNT PASf CHARGES BALANCE DUE $11.41 $823.35 $14.00 Transactions ' ·: : :: ' : Date Date Descriptior, Number 08,22 08,22 LATE CHARGE ASSESSMENT 19999999950000000253940 Y¢~UR ACCOUNT IS NOW PAST DUE PLEASE CALL TODAY AND MAKE YOUR PAYMENT OVER THE PHONE CALL 1-800-395 0500 $29 00 Finance Charge Calculation "'1 FINANCE CHARGE I No,mnaJ This IL, a no grace account t C~ .~.c e p~l!od A,,e~ age Daily Oays Annual illl&lln;~ttOll Daily Pedudic In Billing At Periodic Cash Advance Percentage on back Balance Ra~e Cycle R~tte Fees Rate ANNUAL PERCENTAGE RATE PURCHASES $732.75 04630% 31 S 10 52 $000 16.90% 16 900% BONtJS CHECK $6221 .04630% 31 $0 89 50 O0 16 90%. 16 900'% CASH ADVANCES $0 00 .05480'% 3~ $0 00 $0 00 19 99** ~9 990% Page I of 1 010824 A 2~ N STMT57 D 00000312 UP1 Please enclose the botlom portlor~ o[ your statement wilh your paymer',t 50 lhal our address appears in the window. I Account Number : . . . : '5407-0700-0407-2618 i Umon New Balance $82335 Amount Pasl Due 14 00 Payment Requested By 09,'22'03 Minimum Paymer, t Du,~ · $28.00 your check Do no1 fold. staple o~ clip Do not servel cash. Please send your payment 7 (Jays prior to the payn'len! requested by date lo ensure limeIy delivery. Amoun! Enclosed $ SANTO L DINUNZIO 6701 SALEH PARK CIR MECHANICSBURG PA 17050-8115 I,,,lll,,,llh,,,hhll,,,I,,h,,,ll,,,ll,hl,lh,,,,,ll,,,lll HOUSEHOLD CREDIT SERVICES P.O. BOX 170S1 BALTIMORE MD 212~7-10~1 h,hh,,ll,,hll,l,,I,,,h,,llll,,,,hl,,,,lh,hll 54070700DqD7261800002800000823353 Address City State Zip Home Phone Account Number: Payment Due Date: Minimum Payment: Payoff Amount If Payment Received By Due Date: Indicate Amount Enclosed: 822 2239 02q628 2 11-05-05 57. O0 67q.05 I-- Make your check payabl'e tm Lowe'~MCCBG. Work Phone C09 S300 DO0.5 001S865 001-001 SANTO L DINUNZIO 6701 SALEM PARK CIR MECHANICSBURG PA 17050-8115 PO BOX 105980 DEPT.79 ATLANTA GA 30353-5980 0001900000300001000037000006740307900223900000246282302 Detach and mail this portion with your check to the address above. 11-05-05 50 I,F,(, = I;~,~4~;'I I ':*-;-'~,h ~ii.h 10-O9 LATE CHARGE ON PAYMENT DUE 10/05. 29.00 YOUR ACCOUNT HAS 2 PAYMENTS DUE. PLEASE FORWARD THE FULL AMOUNT DUE BY RETURN MAIL TODAY. PLEASE DISREGARD IF PAYMENT HAS ALREADY BEEN MAILED. REG = REGULAR PURCHASE PLAN REG 653.99 .00 TOTAL 635.99 .00 +FINANCE CHARGE ll.Oq 57.00 ll.Oq 57.00 REG .0575qZ DAILY 21.00 ENTIRE BAL NCE 639.51 D PAYMENT DUE BY 5 P.M. ON THE DUE DATE. Pu:chases. returns, and paymerts made just prior to billing date may not appear u,W next month's statement Urlless promotions calf for special terms aCC:c finance charges can be avolded if we receive the new bala~:e by 5 pm on the due date If you Send as a check or other item as payment for ail or any portion Of Ihts hilling statement, and that check er item ~s ~ei~rned to us as urpat~ for rs;:~c 0¢ uncel',ected funds, you agree that we may obtain payment for the check or ~tern by initiat[rg an ACH (e ectronic) deb,t to your accounI ;r, t'-ie ~.moun[ of ~he o"ack or item. Your check or item wl) not be ret~.~ed to you by 'as or youl bark INQUIRIES: ~nd ~qui~s ~ot paymenU and ~ a~ount number to: PO BOX 103080 ROSWELL, GA 30076 NOTICE: See reverse side for Important Billing Rights and other information. CUSTOMER SERVICE: For account information call toll free: Telephoning about billin~ errors will not preserve your rights under federal law. To preserve your rights, please write to the Billing Rights Summary Address on reverse side. PAYMENTS: Send payments to: PO BOX 105980 DEPT.75 ATLANTA GA 30353-5980 DISC )VER ' r' September 22, 2003 C A R D minimum pa~t due $20.00 h,,ilh,,llh,,,hhlh,,h,h,,,Ih,,Ihhhlh,,,,,Ih,,lll. 23 SDCNRB03 0091108 SANTE L DTNIJNZ1'O 6701 SALEN PARK CIR HECHANICSBURG PA 17050-8115 $239.79 enter amount enclosed below Please make check payable to Discover Card. Minimum payment duo includes a past due amount of $I0.00. Simplify and Savel Use your Discove~I~ Card to pay off h gh-rate balances today. ;You can save money and consolidate your debt iht? one convenient payment. Call 1-800-353-0942 tO see if a special ~)alance Transfer offer is available for you. Address or telephone change? Please print change in the space above, cr go to Discovercard. com. PO BOX 15251 IIh,,Ih,,,,hh,lh,hhl WZLH1'NSTON DE 19886-5251 h,,llhh,h,hh,h,lh,,hh,,hhhh,,,Ihhh,,,lihh,I OO000hOltOOS~)80?qSO6SOO~3~?~OOOOOOOOOOSOOO Discover Card Account Summary account number 601 ! 0024 2074 5085 payment due date September 22, 2003 minimum payment due $20.00 credit limit $3,500.00 credit available $3,260.00 cash credit limit $ t ,800.00 cash credit available $1,800.00 Closing Date: August 23, 2003 page 1 of 2 · 'previous balance $211.35 payments and credits 0.00 purchases + 25.00 cash advances + 0.00 balance transfers + 0.00 FINANCE CHARGES + 3.44 new balance = $239.79 You may be able to avoid Pedodic Finance Charges. see the reverse side for details. SPECIAL BALANCE TRANSFER RATESI Save money and simplify your life by consolidating your debt, Call 1-800-767-7339 today to see if an offer is available for youl Cashback Bonus' AWARD CashbackBonus~) Anniversary Date: P~evious Cashback Bonus Award Balance Traditional Award This Period Other Awards This Period Cashback Bonus Award Total Redemptions This Period Cashback Bonus AwArd Balance Award Available to Redeem October 23 $ 1.76 + 0.00 + 0.00 1.76 0.00 1.76 $ 0.00 Transactions ; :: PO BOX29~3 ;', ,:,' : M~WAUKEE ,~/V1.5320!'2983 For automated information on your KOHL'S Charge, call 1-800-564-5740 (24 hours/day). ~ Your Kohl's Charge purchases are $0.00 $600 in Kohl's Charge purchases from 2t03 - 1/2004 qualifies you lot Exclusive MVC Privileges through 2/2005 Page 1 of 1 ~ccount 029-2391-364 as of Aug 17, 2003 Your Payment is Due on Sep 17, 2003 Previous Balance $ 229.96 TotaICharges + . . 0.00 Total Payments ' ' 0.00 Total Credits 0.00 Finance Charge + 2.42 New Balance $ 232.38 To Avoid Finance Charge Pay 232.38 Minimum Due ! 1.00 Amount Past Due 11.00 Total Payment Now Due $ 22.00 Transaction Summary of AccOunt 029-2391-364 .Total AUG 17 Finance Charge ................................................................................................................................ $2.42 It]is ~s just a friendly rerninder float we didn't receive your required povment, It is important to hove your.' :."?: by the due date each month to avoid .: payment processea i late fees or chanqes to your credit limit. For personal serwce, Koi~i's Crea~T Customer Care Representatives are availab eSunday 9;00 AM fo 8:00 pM.and Monday - Saturday 7;00 AM to'l t:00 PM The o~tima calling: time for prompt personal service is offer 6:00 PM (CST.') Looking tar school uniforms? Check kotfls,com for on expanded collection of mix-n-match Uniform separates for boys, girls, juniors and young men .... Get ready for school...shoo kohls.com. Lirnit Credit Type Charge Percentage Periodic Rate Balance Charge $1500 $1267 Revolvin,q Summary Rate 12.90% 1.08% ~225.02 $2.42 Nolle e: See reverse side for important information. (**): Quantity greater than 99 · Narne or Address Change? Would you like to receive e-mail sales notification? Check box and write information on reverse side, KOHL'S Payment Center 113072P SANTE L DINUNZIO 670I SALEM PARK CIR MECHANICSBURG PA I7050-8II5 lVlail this portion with your payment. Account number Due Date New Balance Total payment now due Mail Payment by 029-2391-364 Sep 17,2003 $232.38 $22.00 Sep 12,2003 8 Amount Paid NOTE: Do nol mail cash o~ gill ca~ds. F LEASE MLAKE CHECK PAYABLE IN U ~. [~C'LLfi',~':S to: KOHL'S P,O. Box 2983 MiNvaukee, WI 53201-2963 F:.:!:"Y--.': OOOOOO0 029239136452 0002200 0023238 4 {ELCO tmunity Credit Union getting you there i Vl. A*.stateme.t of Acco.,,_ 9q5850 09/25/05 ~1,198.62 ~56.00 ' ' SANTO L. DINUNZIO ~mm 670i SALEM PARK CIR MECHANICSBURG PA 17055-8115 IF PAYING BY MAil PLEASE DETACH AND RETURN TOP PORTION TO: BELCO COMMUNITY CREDIT UNION P O BOX 82 HARRISBURG, PA 1 '/108 DETACH HErE REPORT A LOST OR STOLEN CARD CALL: 2.~2-352B MONDAY THROUGH FRIDAY 0 AM - 5:00 PM; AFTER HOURS. HOLIDAYS AND WEEKENOS CALL: 1 ~A~s EW ' ~'~: ~AMOUNT ~ MINIMUM : PAYMEN'~ · : ~.';~COUN[ Nu~mtn ~:;~:?:.L::I ?,~:~:~ DATE ::::~.:i:::, PERZO~ ';:~:, ~'"' :,::::: : ' " 08/~1/0~ BUY A NEW OR USED AUTO WITH A BELCO LOAN OF ~10000 OR MORE FROM ~/1-10/~1/0~ AND YOU WILL BE ENTERED TO WIN ~1,500 CASH FOR GAS! 000000190000q014814 UNO ONLINE ~ SVCSWWW.UNTD.COM CA EAUTHORIZED AUTO TRANSF lq.95 R qO.O0 c~E~:!:t 1,212.76 qO.O0 0.00 14.95 0.00 10.91 1,198.62 ,~!!!i~I o oo o.oo o.oo o.oo o.oo o.oo o.oo F~:~ii~:ii;?i ' 0 0 10 'OT~? qO. O0 O. 00 lq 10.900 10.896 0.9 1,201.45 10.91 0.00 10.91 10.900 00.000 0.90 0.00 0.00 0.00 0.00 10.91 0.00 10.91 AVAILABLE 1,500.0[ 0624222 STATEMENT OF ACCOUNT ELCO ~munity Credit Union getting you there MAIN OFFICE: 403 N. 2nd Street P.O. Box 82 Harrisburg. PA 17108 ACCOUNT NUMBER JOINT OWNERS 945850 SANTO L DINUNZIO ~ CAROL N. DINUNZIO SOCIAL SECURITY # · 188-XX-XXXX STATEMENTPERIOD From To -- 50 08010 85105 TE:::~?~ :i 12018677 15 PREAUTHORIZED WITHDRAWAL 9785597101 -1 ,69 ~6 97 VE~[ZON PAYNENT 15 ~ PREAUTHORIZED AUTO TRANSF -6000 q05~7 16 ~ PREAUTHORIZED AUTO TRANSF -5000 57597 19 PREAUTHORIZED WITHDRAWAL 1008096660 -2992 3q605 PAWC PAYNENT qO00 50605, 19 DRAFT PAID 2906 21 ~ DIRECT DEPOSIT 1251575065 85!25 99150 PENNSYLVANIA AFL PAYROEL 20 AIM WIIHDRAWAL ~221495704 -6396 9275~ [ss~ UONESWA¥ PLAZ ~IDDLETOWN PA 20 DRAFT PAID 2905 -9~99 85335 21 PREAUTHORIZED WITHDRAWAL 1250959590 -6590 769i~5 pP ELEC BILL 2I ATM WITHDRAWAL ~067~78169 -8602 685'~5 53Ol SIMPSOU4~0422 MECHANI270601 PA 2i DRAFT PAID 2907 -i0~62 57~815~5!01 22 3RAFT PAID 2908 -5180 ,22 ~ PREAUTHORIZED AUTO TRANSF -i9500 5480! ;2~ ~ DEBIT/CHECK CARD TRANSACT *009493924 -5255 5I~6~ PUFF N SNUFF #~ HARRISBURO P 285 ~25 DRAFT PAID 2909 -5000 2~56~ ~25 ~ PREAUTHORIZED AUTO TRANSF -~00 ~29 ~ DIRECT DEPOSIT 9056095974 86~153 II08ig~ AT&T PENSION PLA PPD EFTS 10 ~29 PREAUTHORIZED AUTO TRANSF -600C 10q89! ~51 NEW BALANCE CLEARED DRAFT SUMMARY ............. 2900 ~ 2905 2904 2905 2906 2907 2908 2909 ,_ 8870Z SO1 PREVIOU~ BALANC~ L5 60 MO ~ 808 ~ PREAUTHORIZED AUTO TRANSF 152,~1 q2~9 87377 822 ~ PREAUTHORIZED AUTO TRANSF 153 i 4189 860q& 851 ~ MONTHLY LOAN INSURANCE -1169 86165 851 ~ MONTHLY LOAN INSURANCE' -~90 ~CONTINUED~ TOTAL DIVIDEND Y~R-TO-DATE TOTAL FINANCE CHARGE YEAR-TO-DATE for all savings except I~A. for all loans. Dividends shown, if $10 or over. reported to the Internal Revenue Service for this calendar year. NOTICE:· See reverse side for important information. 0624224 · INDICATES EFFECTIVE DATE Patient Name: Insurance: Community Life Team EMS 1119 South Cameron St Harrisburg, PA 17104 (717) 236-5947 Federal Tax ID: 23-1890444 SANTO NUNZIO Highmark Classic Blue Shk ZAR188309599 SANTO NUNZIO 701 SALEM PARK Mechanicsburg, PA 17055 Patient Number: Call Number: Date Of Call: Call Time: Caller: From Location: To Location: Reason(s) For Transport 4581 0320766 08/25/2003 Police/Fire/911 231 STATE ST Harrisburg Hospital 427.5 DESCRIPTION OF CHARGES ALS Disp. Defib. Supplies ALS Disp. IV Supplies ALS Intubation Supplies ALS 2 ALS Routine Disp. Supplies ALS/BLS Loaded Miles Extra Attendant Required Oxygen Administration HCPC ~UANTITY UNIT PRICE AMQU__N_.T A0392 1.0 60.00 60.00 A0394 1.0 20.00 20.00 A0396 1.0 60.00 60.00 A0433 1.0 670.00 670.00 A0398 1.0 20.00 20.00 A0425 1.0 6.50 6.50 A0424 1.0 75.00 75.00 A0422 1.0 38.00 38.00 Total Charges 949.50 Total Credits 0.00 PLEASE PAY THIS AMOUNT => $949.50 ^DETACH ALONG ABOVE LINE AND RETURN STUB WITH YOUR PAYMENT^ Amount Due: $949.50 Patient Name: NUNZIO, SANTO Call Number: 0320766 Amount Patient Number: 4581 Current Date: 05/03/2004 Enclosed $ We have not received payment from your insurance. YOU ARE RESPONSIBLE for this bill. Please forward your payment to our business office immediately. Failure to respond may result in further collection activity. Thank you. Community Life Team EMS 1119 South Cameron St Harrisburg, PA 17104 Pinnacle Health Hospitals P.O. BOX 2353 HARRISBURG, PA 17105 For Account Information, Please Call (717) 230-3717 Statement of Account . 11/09/03 Transaction Date 08/25/03 08/25/03 09/03/03 09/10/03 Description PREVIOUS BALANCE I VISIT LEVEL 3 E 99283 I CARDIOPULMONARY RESUSC92950 SYSGEN PA BLUE SHIEL 258 PBSHM PAYMENT PA BLUE SHIE 238 PBSHM Amount .00 305.00 805.00 666.00- 631.00- Estimated Insurance Due: .00 Total Patient Credits: Account Balance:' 35.00 YOUR ACCOUNT IS SERIOUSLY DELINQUENT! PLEASE CALL OR PAY IMMEDIATELY. CUSTOMER SERVICE HOURS MON-WED-FRI 7:00AM TO 4:00PM TUES-THUR 7:00AM TO 6:00PM CAll 717_O"sCl.q, 717 I f'~'AI t'~I3 ~_onn.nnq_~n~,4 nl~T nc ^Pc^ 06 00 '-000013193 000013193 50067140132 Credit Card Statement 003876 PAGE 001 OF 001 L003885 MA~E ALL ADDRESS COP ~ ~,S T ;C', S B-SLOW IStreet City State Zip Code ~rea ~ode Home Phene ~re'~ C~.de) Business Phone SANTE L DINUNZIO EST 13 6701 SALEM PARK MECHANICSBUR PA 17055-8115 WS 0604 SUNOCO, INC. P. O. BOX 1289 NEWARK, Nd 07101-1289 MAKE CHECKS PAYABLE TO: SUNOCO Date I Payme.t Due DateI Minimum Payment DueI New Balance I ll/lO/031 IHHED [AT~ 13.191 13.19 < Please Detach Here and Return Top Portion With Your Payment and Include Account Number on C~e¢l( SUNOCO Internet Billing & Payment Service Account Number I FREE, Fast, Secure & Convenient 5006 ? 140132Visit www. sunocoinc.com C,osing11/10/0Date 31PaymentiMMEDiATEDUe Date Minimum Payr~e~t. DlU~l New B],~nce1' 9 [ Amount Enclosed To Avoid Additional Financ~ Charge, Payment of New --Balance Must Be Received By Payment Due Date. Time. Ticket Date (EST) Number Description Amount BALANCE INCLUDES A PAST-DUE AMOUNT OF $13.19. *Time record not available from all serwce stat,ohS Account Summary EST - Eastern Standard Time Previous Balance -- Payments/Credits '1- New Purchases 13.19 I .001 .00 Finance Charge Schmdute JFINANCE CHARGE JANNUAL A ....ge Daily I Periodic Rate IPERCENTAGE RATE Balance I Par Month ~o 5001 1 . 250%1 15. 000% %VER 5001 1.250 I 15.000 See Reverse Side For Important Information. Adjustments Chg. + FINANCE CHARGE .00 New Balance 13.19 Hevolving Installment .00 237.27 Year to Date Purchases SUNOCO P.O. Box 2301 Tulsa, OK 74102 1-800-278-6626 AT&T Wireless Questions? · www. attwireless.com · 1-800-888-7600 · 611 from your wireless phone · TTY users-1-866-4-AWS-TTY :~ANTO DINUNZIO ;)12 1/2 E 37TH ST AUSTIN TX 78705-1808 Date of Invoice: 11/10/03 SUMMARY OF MONTHLY CHARGES FOR ACCOUNT 2202250516 Previous Payments Balance Received 101.79 ,00 Late Payment Charge Adjustments 1,53 .00 Your billing cycle began cn 10/09 and ended on 11/08. Current Monthly Charges Monthly Service Charges Home A±rt±me Charges Home Long Distance Charges Messaging, Content & Application Charges Roaming Charges Other Charges and Credits Taxes, Surcharges & Regulatory Fees Total Current Monthly Charges DUE UPON RECEIPT TOTAL AMOUNT DUE Balance Forward Current Monthly Charges .00 .00 .00 .00 .00 .00 .08 .08 103.32 .08 ~ Total Amount Due 103.40 103,40 You can now pay your invoice online @ w~Av.attwireless.com/ocs AT&T WIRELESS APPRECIATES YOUR BUSINESS Please Return This Portion With Your Payment. AT&T Wireless use o' service and payment of th,s inzo~ce indicates agreement with the General Terms and Condit;.cns for wire[ess service Account Name: SANTO DINUNZIO ~ Check here for change of ' address (see reverse) #BWNGFYV #0015922022505166# w FP 01 072759 56446 B 304 A SANTO DINUNZIO 912 1/2 E 37TH ST AUSTIN TX 78705-1808 Yes, I want to enroll in REFT and have my monthly payments automatically deducted from the account on my enclosed check. (see reverse .s~gnature required) Account # Wireless # Amount Due UPON RECEIPT Amount Paid $ AT&T WIRELESS P.O. BOX 129' ' NEWARK, NJ 07101-0129 Not:e: We Print on Front and 8ack. VC~ 1 ~9-22022~0 ~ 1 ~ 103,40 000000020015900000220225051627130000103404 B~EAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 180601 HARRTSBURG, PA 17128-0601 COHNONHEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSHENT OF TAX REV-1547 EX AFP (01-05) ANGELA DINUNZIO 2121DICKSON DR 248 AUSTIN TX 78704 DATE OF DEATH FILE NUNBER '04 JUL 3[FoPgff.'81 ACN 08-02-2004 DINUNZZO 08-25-2005 21 05-0859 CUHBERLAND 101 SANTO L Amoun't Ramit~ad HAKE CHECK PAYABLE AND REHIT PAYNENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF DINUNZIO SANTO L FXLE NO. 21 03-0859 ACN 101 DATE 08-02-2004 TAX RETURN NAS: { } ACCEPTED AS FILED { X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~e~a {Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held Stock/Partnership Zn~aras~ (Schedule C) ($) 4. Not,gages/No,as Receivable (Schedule D) (4) 5. Cash/Bank Deposi~:s/Nisc. Personal Proper{y (Schedule E) ($) 6. Join{ly Owned Propar{y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assa{s APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funeral Expenses/Ada. Cos{s/N/sc. Expanses (Schedule H) (9) 10. Dab{s/Nortgage Liab/1/~:/es/Lians (Schedule I) (10) 11. To*al Deductions 12. Ne~ Value of Tax Ra~urn 86~000.00 20~211.56 .00 .00 77~757.67 416.95 NOTE: To /nsura proper cred/~ ~o your ICCOUn~, subI/~ the upper portion of th/s form w/~h your ~ax payment. $~785.60 (B) 188,169.78 15,119.05 80~766.$4 (11) 95.88~.~9 (1;) 92,284.$9 13. 14. NOTE: Cher/~abla/Governman~al Bequests; Non-elected 9115 Trusts (Schedule J) (13) Ne~ Value of Es~a~a Subjec~ ~o Tax (14) If an assessment was lssued previously, lines 14, 15 and/or 16, 17, reflect fLgures that lnclude the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Amoun~ of L/ne 14 a~ Spousal ra~e 16. Amoun~ of L/ne 14 taxable a~ Lineal/Class A rata 17. Aaoun~ of L/ne 14 a~ S/bl/ng ra~a 18. Amoun~ of L/ne 14 ~exeble a~ Collateral/Class B re~e 19. Princ/pel Tax Due TAX CREDITS: PAYHENT RECEIPT DISCOUNT (+J DATE NUNBER INTEREST/PEN PAID (-) 05-21-2004 CD005966 .00 .00 92,284.$9 18 and 19 w111 (1;), .00 x O0 = .00 (16). 91,867.44 x 045= 4,1~4.04 (17). .00 x 12 = .00 (i8). 416.95 x 15 = 62.55 (19)= 4,196.59 ANOUNT PAID INTEREST IS CHARGED THROUGH 08-17-2004 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORH 4,152.80 TOTAL TAX CREDIT BALANCE OF TAX DUEI INTEREST AND PEN. TOTAL DUE 4,152.80 ~ 45.79 .40 44.19 IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT ZS REgUZRED. FOR CALCULATION OF ADDITIONAL INTEREST. RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADNIN- ZSTRATZVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 11, 1981 -- if any futura interest in the estate is transferred in possession or enjoyment to Class 8 (collataral) beneficiaries of the decedent after the expiration of any estate for 1ifa or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the laaful CZass B (collateral) rate on any such future interest, To ~ulfi11 the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 15 of ZOO0. (71 P.S. Section 91q0). Detach the top portion of this Notice and submit with your payment to the Register of #ills printed on the reverse side. --Make check or money order payable to: RBGXSTER OF NILES, AGENT A refund of a tax credit, which was not requested on the Tax Return, may ba requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-I313). Applications ara available at the Office of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special Z0,-hour answering service for forms ordering: 1-800-$62-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-0,0,7-3010 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of thls Notice by: --arittan protest to the PA Department of Revenue, Board of Appeals, Dept. 181011, Harrisburg, PA 17118-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Raviea Unitj Dept. Z80601, Harrisburg, PA 17118-0601 Phone (717) 787-6505. Sam page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid aithin three (5) calendar months after the decedent's death, a five percent (51) discount of the tax paid is allowed. Tho 151 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of tho tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same tiaa period as you mould appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning aith first day of delinquency, or nine (9) months and Dna (1) day free the date of death, to the date of payment. Taxes which became delinquent before January 1, 1981 bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000160,. All taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which mill vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2000, are: Interest Daily Interest Dally Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ZOZ .00050,8 ~)'~'8 - 1991 111 .000301 ~ 91 . O00Zr+7 1983 162 .0000,38 1992 92 .00020,7 ZOOZ 6Z .000160, 1980, 112 .000301 199:5-1990, 77. .000192 1003 51 .000137 1985 1:52 .000:556 1995-1998 92 .00020,7 2000, 0,2 .000110 1986 lOZ .00027o, 1999 77. .000191 1987 lOZ .000 Z70, ZOO0 7Z .000192 --Interest is calculated as folloas: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent alii 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 bm calculated. ;~EV-1470 EX (6-88) INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT, 280601 HARRISBURG, PA 17128-0601 :ILE NUMBER DECEDENTS NAME Santo L. Dinunzio 2103-0839 ACH REVIEWED BY ANITA MCCULLY 101 ITEM EXPLANATION OF CHANGES SCHEDULE NO. F Changed tax rate from 4.5 percent to 15 percent since an ex-wife is a collateral beneficiary. Row Page 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG~ PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) NO. CD 0O4275 BRINSER GERALD J 6 E MAIN STREET,2ND FLOOR P O BOX 323 PALMYRA, PA 17078 ESTATE INFORMATION: SSN: 188-30-9599 FILE NUMBER: 2103-0839 DECEDENT NAME: DINUNZIO SANTO L DATE OF PAYMENT: 08/16/2004 PosTMARK DATE: 08/11/2004 COUNTY: CUMBERLAND DATE OF DEATH: 08/25/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 944.19 REMARKS: TOTAL AMOUNT PAID: 944.19 ..... SEAL CHECK# 1183 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVAN A J BENEFICIARIES I ,ER,TA,CE T^X ,ETUR, t . -- ........ ". Santo L DiNunzio NUMBER ! 1 2 3 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY outright spousal distril and Iransfers under Sec. 9116 (a) {1.2)] Lisa Marie DiNunzio; 219 South Railroad Street, Palmyra, PA 17078 Angela Marie DiNunzio 2121 Dickson Drive # 248, Austin, TX 78704 Nanette Marie DiNunzio 912 1/2 E. 37th Street, Austin, TX 78705 RELATIONSHIP TO DECEDEN' Do Not List Trustee AMOUNT OR SHARE Of ESTATE Daughter 33.33 Daughter 33.33 Daughter 33.33 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: ' A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) 0.00 BUREAU OF ]'ND.TV Z#HER~TA~u..: ~ ZDUAL TAXEs DATE ESTATE OF DZNUNZ~o DATE OF DEATH 08-25-200S SANTo FZLE NUi~ER COUNTy 21 0~_08~9 ACH CUHBERLAND HAKE CHECK PAYABLE REHZT PAYHENT REGISTER OF ~ZLLs TO= ALONo [~ZS LZNE CUHBERLAND CO COURT "=~)"~ '~'~'=: .... '~' .. RETAZN LO .... CARLZSLE HOUSE BUREAU OF TNDZVTDUAL TAXES /NHERZTANCE TAX DTVZSTON DEPT. Z80601 HARRTSBURG, PA 171Z8-0601 COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT RE¥-1607 EX AFP (01-0~) ANGELA DINUNZIO 2121DICKSON DR 2q8 AUSTIN TX 7870q DATE 09-ZT-ZOOq ESTATE OF DINUNZIO DATE OF DEATH 08-25-2005 F'rLE NUMDER Z1 05-0859 COUNTY CUMBERLAND ACN 101 I Amount: R~mi~:~:md SANTO L MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGTSTER OF MILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper crmdi~ ~o your account, submi~ ~ho upper por~:ion of ~:his form wi~h your ~ax payment. CUT ALONG THIS L'rNE ~ RETAIN LONER PORT'rON FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) ESTATE OF DINUNZIO ~#M INHERITANCE TAX STATEMENT OF ACCOUNT SANTO L FILE N0.21 03-0839 ACN 101 DATE 09-Z7-200~ THIS STATEHENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACM ZN THE NAHED ESTATE. SHONN BELO# ZSA SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-0Z-200~ PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... q,196.59 PAYMENTS (TAX CREDITS) PAYMENT DATE 05-Z1-200~ 08-11-ZOOq RECEIPT NUMBER DISCOUNT (+) NTEREST/PEN PAID (-) CD005966 CDOOqZ75 .00 .38- AMOUNT PAID ~q. 19 IF PAID AFTER THIS DATE, SEE REVERSE S/DE FOR CALCULAT/ON OF ADDXT/ONAL INTEREST. ( ZF TOTAL DUE XS LESS THAN $1, NO PAYMENT XS REQUXRED. ZF TOTAL DUE 1S REFLECTED AS A 'CRED/T' (CR), TOTAL TAX CREDIT q,196.61 BALANCE OF TAX DUE .02CR INTEREST AND PEN. .00 TOTAL DUE .OZCR YOU MAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORM FOR TNSTRUCTTONS. STATUS REPORT UNDER RULE 6.12 Name of Decedent: SANTO L. DINUNZIO Date of Death: 8/25/2003 Will No. Admin. No. 2003-0083~ 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. I is Yes, state the following: a. account with the Court? Did the personal representative file a final Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c . Did the personal representative state an account informally to the parties in interest? Yes No X ** 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. **Per three (3) beneficiaries, no need. Date: 3/16/2005 ~ (t. ~/PJ-~ Signature f/ ' GERALD J. BRINSER Name (Please type or print) 6 E. MAIN STREET, P.O. BOX 323 PALMYRA PA 17078 Address 0, N ( 717 ) 838- 6348 Tel. No . Capacity : Personal Representative X Counsel for personal representativ{~ cd