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Home My WebLink About01-0952 ROBERT H. LONG, JR' SHAWN D. LOCHINGER SHERILL T. MOYER JAMES H. CAWLEY JAN P. PADEN DEAN F. PIERMATTEI RICHARD B. WOOD KENNETH L. JOEL 1 LAWRENCE B. ABRAMS m' ~6~~AJ~S~I~ILETE J. BRUCE WALTER LORI J. McELROY JOHN P. MANBECK THOMAS J. NEHILLA FRANK J. LEBER KEVIN M. GOLD PAUL A. LUNDEEN CARL D. LUNDBLAD JACK F. HURLEY, JR. JAMES E. ELLISON DAVID B. DOWLING RICHARD E. ARTELL DAVID F. O'LEARY ROBERT J. TRIBECK DAVID O. TWADDELL TIMOTHY J. NIEMAN CHARLES J. FERRY PAUL J. BRUDER, JR.' STANLEY A. SMITH JOANNE BOOK CHRISTINE JENS H. DAMGAARD' SUSAN E. SCHWAB DRAKE D. NICHOLAS AMY J. MENDELSOHN' THOMAS A. FRENCH MICHAEL W. WINFIELD' DEAN H. DUSINBERRE KATHRYN G. SOPHY' DONNA M.J. CLARK STEPHANIE E. DIVITTORE CHARLES E. GUTSHALL KIMBERLY L. SNELL-ZARCONE PAUL F. WESSELL KATHLEEN D. BRUDER'.' 1 ALSO ADMITTED TO THE DISTRICT OF COLUMBIA BAR 2 ALSO ADMITTED TO THE FLORIDA BAR 3 ALSO ADMITTED TO THE MARYLAND BAR .. ALSO ADMITTED TO THE NEW JERSEY BAR 5 ALSO ADMITTED TO THE NEW YORK BAR RHOADS II: SINON LLP ATTORNEYS AT LAW TWELFTH flOOR ONE SOUTH MARKET SQUARE P.O. BOX 1146 HARRISBURG, PA 17108-1146 OF COUNSEL FRANK A. SINON HENRY W. RHOADS JOHN C. DOWLING R. STEPHEN SHIBLA PAUL H. RHOADS 1907-19B4 JOHN M. MUSSELMAN 1919-19BO CL YLE R. HENDERSHOT 1922-1980 TELEPHONE (717) 233-5731 FAX (717) 232-1459 EMAIL dwieseman@rhoads-sinon.com WEB SIT E: www.rhoads-sinon.com DIRECT DIAL NO. (717) 231-6671 October 12, 2001 FILE NO. 7896/01 Re: Estate of Lesley E. Nearman Register of Wills Office Cumberland County Register of Wills One Courthouse Square Carlisle, P A 17013 We represent the Estate of Lesley E. Nearman. Mrs. Nearman passed away on September 21, 2001, a resident of Cumberland County. Enclosed for filing, please find the following documents: 1. Death Certificate. 2. Renunciation for Gerald Nearman; Renunciation for Dorothy Nearman 3. Petition for Grant of Letters of Administration. 4. Estate Information Sheet. 5. Bond documents for Michael Linn and Steven Nearman 6. Check in the sum of $77.50 in payment of probate fee of $25.00; the cost of two (2) Renunciations @ $5.00 ($10.00); the cost often (10) short certificates @ $3.00 each ($30.00); JCP fees of$5.00; and Y2 the cost of the Bond fee ($7.50). 404453.1 YORK: TELEPHONE (717) 843-1718, FAX (717) 232-1459 AFFILIATED OFFICE: LANCASTER: 5TE. 203, 1700 5. DIXIE HWY, BOCA RATON, FL 33432 TELEPHONE (561) 395-5595, FAX (561) 395-9497 TELEPHONE (717) 397-4431, FAX (717) 232-1459 RHOADS & SINON LLP October 12,2001 Page 2 We have also enclosed an extra copy ofthe Petition for Probate, and the Renunciations, that we ask that you time stamp and return to us. If you have any questions or comments regarding the enclosed filing, please contact the undersigned. Very truly yours, RHOADS & SINON LLP Enclosures , (\ {\ C' By:,,'{Jt,iL0 ,C{flj( ~lA,,-{ ,~ Dana L. Wieseman Legal Assistant , Register of Wills of Cumberland County, Pennsylvania Estate of LESLEY E. NEARMAN PETITION FOR GRANT OF LETTERS No. JI-OI- oq~2 also known as , Deceased Social Security No. Steven C. Nearman and Michael W. Linn 018-50-8838 Petitioner!s), who is/are 18 years of age or older. applylies) for: (COMPLETE "A" OR "B" BELOW:) o A. Probate and Grant of Letters and aver that Petitioners are the executors named in the Last Will of the Decedent, dated and codicil{s) dated State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: [ill B. Grant of Letters of Administration (d.b.n.c.t.a.: pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence I ANDREW J. LINN, A Minor Son 201 Allendale Way Camp Hill, Pa 17011 DEENA G. LINN, A Minor Daughter 201 Allendale Way Camp Hill, PA 17011 GERALD M. NEARMAN Father 8908 Griffin Way Pikesville, MD 21208 DOROTHY NEARMAN Mother 8908 Griffin Way Pikesville, MD 21208 STEVEN C. NEARMAN Brother 1005 Cameron Street Alexandria, Virginia 22314 ANNA KAHAN Grandmother Manalapan, New Jersey (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 201 Allendale Wa Cam Hill Lower Allen Townshi Penns Ivania 17011 (list street, number and municipality) Decedent, then 44 years of age, died September 21, 2001, at Baltimore County, Maryland (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property............................................................................ $ 2,600.00 (If not domiciled in PAl Personal property in Pennsylvania .......................................................... $ (If not domiciled in PAl Personal property in County.................................................................. $ Value of real estate in Pennsylvania .......................................................................................................... $ Total................................................................................................... $ Real Estate situated as follows: 201 Allendale Way, Camp Hill, Pennsvlvania Wherefore, Petitioners respectfully request the probate of the last Will presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature , Typed or printed name and residence Steven C. Nearman 1005 Cameron Street Alexandria, VA 22314 Michael W. Linn 265 Weatherstone Parkway Marietta, Georgia 30068 #-_ L.. . '71-~-(;r-----_- Form RW., Page 1 of 2 (Dauphin County) - Rev. 9/92 402972.1 t1lK7 fl-/Lf- B J' Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioners above-named swear and affirm that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioners and that, as personal representatives of the Decedent, Petltione's will well and t,ulv administer the estate accordin~, I~ , ~ ~. Sworn to and affirmed and subscribed ~~~ I. I TH-- before me this ^-' day of No. Estate of ~C~ ~J-DI-Oq5:A LESLEY E. NEARMAN Deceased Social Security No: 018-50-8838 Date of Death: SePtember 21, 2001 AND NOW, ilitt. 16- , 2001, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters 0 Testamentary X of Administration are hereby granted to Steven C. Nearman and Michael W. Linn d.b.n.c.t.; pendente lite; durante absentia; durante minoritate in the above estate and that the instrument(s) dated N/ A described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters... .. .. . . .. ... . .. ... . .. ... . Short Certificate(s).......... Renunciation................. . Affidavit ( )................. Extra Pages ( )............ Codicil......................... . JCP Fee........................ Invento~..... .,'........... Other. . . .. . J.d1.!.IY)... . . . . " TOTAL............... . Form RW., Page 2 of 2 (Dauphin County) . Rev. 9/92 $ 25.CJD n $ Ci),oV $ ~D. DO $ $ $ $ $ $ ~c7U~ Attorney: Amv J. Mendelsohn SID U I.D. No: 81084 1.~D Address: Rhoads & Sinon LLP, P.O. Box 1146 $ 77 ()O 1 South Market Square, Harrisbura, PA 17108-1146 Telephone: 717-233-5731 VALID ON Register of Wills of Cumberland County, Pennsylvania RENUNCIA TION Estate of LESLEY E. NEARMAN No. Z 1-- 0 I... Cf52- also known as , Deceased The undersigned, DOROTHY NEARMAN. Mother of Leslev E. Nearman. the above Decedent, hereby renounces the right to administer the estate and respectfully requests that Letters of Administration be issued to MICHAEL W. LINN and STEVEN C. NEARMAN. Witness my hand this ~ day of ~ ,2001. ~~ DOROTHY NEA'RMAN NOTE: Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized. Register of Wills of Cumberland County, Pennsylvania RENUNCIA TION Estate of LESLEY E. NEARMAN No. ~J-OI- OQ5 L also known as , Deceased The undersigned, GERALD NEARMAN, Father of Leslev E. Nearman, the above Decedent, hereby renounces the right to administer the estate and respectfully requests that Letters of Administration be issued to MICHAEL W. LINN and STEVEN C. NEARMAN. Witness my hand this Lf-tt't day of f; th-freA- ,2001. ~/~~ GERALD NEARMAN NOTE: Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized. 403552.1 0/-fj' - '-/1;"; ~ In the Matter of the Estate of: Lesley E Nearman and stevenD. Linn (HUsband and Wife) ~ National Grange Mutual ~ \nsurance Company #5420-066 A Main Street ArnnricC1 C\)[1 Ip8n'j , KNOW ALL MEN BY THESE PRESENTS, that we, ~teven C Nearman & lor Michael W Linn asco_Administrators ofthe Estate of Lesley E Nearman and -----' - steven D Linn ,and National Grange Mutual Insurance Company, a New Hampshire Corporation, of Keene, New Hampshire, as Surety, are held and firmly bound unto the commonwealth of pennsylvania ' in the full and just sum of Four Hundred Thousand and 00 1 00** DOLLARS, ($4 0 0, 000 . 00 .:> for the payment of which, well and trUly to be made, we bind ourselves, our heirs, executors, administrators, successors and assigns, jointly and severally, firmly by these presents. Sealed with our seals, and dated this 12th day of 2001 october WI-ffiREAs,s~even c Nearman to be appointed co_administrators Linn , by the _ orphans &/or Michael W Linn , has been, or is about of the Estate of Lesley E =Nearman and steven 1 Court of cumber land County. NOW, THEREFORE, the condition of this obligation is such, that ifthe said steven c _ Nearman & I or Mi chael W Linn shall well and trUly discharge the duties of said trust according to law, then this obligation is void, otherwise to remain in full force and effect. W Linn .. (SEAL~ yC c ~C./){~ -- NATIONAL GRANGE MUTUAL INSURANCE COMPANY By: .' ~ National Grange Mutual ~Insurance Company POWER OF ATTORNEY A Main Street America company KNOW ALL MEN BY THESE PRESENTS: That the National Grange Mutual Insurance Company, a New Hampshire corporation hav- ing its principal office in the City of Keene, State of New Hampshire, pursuant to Article v, Section 2 of the By-Laws of said Company, to wit: "Section 2. The board of directors, the president, any vice president, secretary, or the treasurer shall have the power and authority to appoint attorneys-in-fact and to authorize them to execute on behalf of the company and affix the seal of the company thereto, bonds, recognizances, contracts of indemnity or writings obligatory in the nature of a bond, recognizance or conditional under- taking and to remove any such attorneys-in-fact at any time and revoke the power and authority given to them. " Pursuant to said by-law does hereby make, constitute and appoint HUEY A E LONG, DONALD E ENDERS JR, its true and lawful Attorneys-in-fact, to make, execute, seal and deliver for and on its behalf, and as it~act d deed, bonds, undertakings recognizances, contracts of indemnity, or other writings obligatory in the nature of a bond s the following limitation: r;:;;;::. 1. No one bond to exceed Five Hundred Thousand Dollars ($500,000.00). ~\@r and to bind the National Grange Mutual Insurance Company thereby as fully and to the same e f such instruments were signed by the duly authorized officers of the National Grange Mutual Insurance Company, he acts of said Attorney are hereby ratified and confirmed. r? ) This power of attorney is signed and sealed by facsimile under and by the authority of the foll~g resolution adopted by the Direc- tors of The National Grange Mutual Insurance Company at a meeting duly called and ~ the 2nd day of December 1977. Voted: That the signature of any officer authorized by the By-Laws and the c y seal may be affixed by facsimile to any power of attorney or special power of attorney or certification of eithe for the ~ecution of any bond, undertaking, recognizance or other written obligation in the nature thereof; such e and seal;1 when so used being hereby adopted by the company as the original signature of such office and th~' seal of t~ ~}pany, to be valid and binding upon the company with the same force and effect as though manual~ . ~<> 0:> By execution of this Power of Attorney, National Grange ~~ surance C does hereby revoke, rescind and declare null and void any previous Power of Attorney at any f e ro iously fu . ~ the aforesaid individuals or agencies. IN WITNESS WHEREOF, The National Grange Mutual In e Company, 0: used these presents to be Signe~\~,~\~ta.l~p,w,?rate Secretary and its corporate seal to be hereto affixed thO ay of Sept , 2001. THIS APPOINT~~IlAIJ'I~~ AND TERMINATE AUTOMATICALLY AS 0>' DEC 3IST,;~ s soon'lZ:~'d as p~~~~~p ()~.q ~~r~~r:; ~~~~)~FU~~~~ifI:S~:'~~~~~RAN(;::'~::;~s::1:~. .~.~ N~'-~.': HAMPSHIRE" IS NOT SHOWN IN IT RETY~@ ~..e I ~. $ State of New Hampshire, County . e <~';i ~~.' --:..f" On this 07TH day of Septemb I, before the su riber a Notary Public of the State of New Hampshir.~~~ ~~~~ty of Cheshire duly commissio Ualified~C . liam C. McKenna of the National Grange Mutual Insurance C~~\\\t't)\'ine personally known to ~ tll cer describ n, and who executed the preceding instrument, and he acknowledged the execution of same, and being ~~ fully sworn ~ d and said that he is an officer of said Company, aforesaid: that the seal affixed to the preceding ~'nstru ~&the co~~fit~"H;f said Company, and the said corporate seal and his signature as office.r were duly affixe. d and subscBb e said inst~ the authority and direction of the said Company; that Article V, Section ~,pi.tl1t"BJl11r,~;VS of said C~ . now in force. .;."'" ';>o..V' .~:.!..c.? ,:"'-;. ~ WHEREOf~ I have hereunto set my hand and affixed by official seal at Ke.ene, New Hamp~lr~~~p~s' . .....!t:, '\. of September, 2001. 7fP ... \ 0 T ~~ f? r-'" : ~ f ';1rJ' . ., . ~ ~ ~~ . : ~ 0 ~J ::: ~ " . . .~ Notary Public ~ .f ". P \ Co ..: g My Commission Expires: Mayi43, tO~3U 6 L '/ ~ i lLyn E. Landry, Assistant Vice President of the National Grange Mutual Insurance Company, do hereby cerf"~~t~ abov"e~~' foregoing is a true and correct copy of a Power of Attorney executed by said Company which is still in force ana'~JrecY.AM{''>~.....,'" IN WITNESS WHEREOF, I have hereunto set my hand and affixed the seal of said mp at;KJ€he,~w~p:'Slt1t.~dfil~ 12th day of October , 2001 ('--L -J_;{~JL.j!. t Vice Presiden.L, ~/ 68-6921.003 .-_---/~~ j WARNING - Any unauthorized reproduction or alteration of this document is prohibited. This power is void unless seals are readable and the certification seal at the bottom is embossed, The diagonal imprint, warning and confirmation must be in red ink. CONFIRMATION Of validity of attached bond, call NGM at: Keene 603-358-1339; Richmond 804-270-6611 ext. 138; Syracuse 31 5-434-1410. r~ -----.. CERTIFICATE OF NOTICE UNDER RULE 5.6(a) Name of Decedent: LESLEY E. NEARMAN Date of Death: SEPTEMBER 21, 200 I Admin. No. 2001-00952 To the Register: I certifY that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on November 12,2001 Name Address Andrew J. Linn, A Minor c/o Michael W. Linn & Barbara D. Linn, Guardians 265 Weatherstone Parkway Marietta, Georgia 30068 Deena G. Linn, A Minor c/o Michael W. Linn and Barbara D. Linn, Guardians 265 Weatherstone Parkway Marietta, Georgia 30068 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE Date: December 5, 2001 Signature: ~ciJ~ Name: \j y J. Mendelsohn, Esquire Address: Rhoads & Sinon LLP P.O. Box 1146 Harrisburg, PAl 71 08 Telephone: (717) 233-5731 Capacity: Counsel for Personal Representative C:) - ~') .::( c 0': \ ...- E:E i - <"\' r--. I .,,".;, '.,.,,~ L_, C-:I .~~ ""j /:1 c:::J' 0 '- .....,.1,; OJ t) Q) ..",- ..0 a.> a: p 'C E cr ol> 0 c:5 4Il028.1 j Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of LESLEY E. NEARMAN also known as No. 00952 of 2001 Date of Death Seotember 21.2001 , Deceased Social Security No. 018-50-8838 WE. STEVEN C. NEARMAN and MICHAEL W. LINN. Personal Representatives of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of !'laid Dscedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedeni's d!l;,lth, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memor~',<jWjj ~l ttl,,, and of this inventory. We verify that the statements made in this Inventory are true and correct. We understand thaI t<'l~M, s\al1.:ments herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unswom falsification to authoritie$, Name of Attomey: 1.0. No,: Address: Amy J. Mendelsohn, Esquire 81084 Rhoads & Sinon LLP, P.O. Box 1146 Harrisburg, PA 17108-1146 (717) 233-5731 Personal Representatives: Telephone: ~~~_.- Michael W. Linn Dated: ~ - ;;;'0- OJ Description Value See attachment -$362.263.65 (Attach Additional Sheets if necessary) Total: $362.263.65 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, indude the value of each item, but such figures should not be extended into the total of the Inventory. Fonn RW-7 (Oauphin County. Rev. 1lI92) 433497,1 v Register of Wills of Cumberland County, Pennsylvania ~ INVENTORY Estate of LESLEY E. NEARMAN also known as No. 00952 of 2001 Date of Death Seotember 21,2001 . Deceased Social Security No. 018-50-8838 WE, STEVEN C. NEARMAN and MICHAEL W. LINN. Personal Representatives of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedenfs death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. We verify that the statements made in this Inventory are true and correct. We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unswom falsification to authorities. Name of Attomey: 1.0. No.: Address: Telephone: Amy J. Mendelsohn, Esquire 81084 Rhoads & Sinon LLP, P.O. Box 1146 Harrisburg, PA 17108-1146 (717) 233-5731 Personal Representatives: ~71__ Steven C. Nearman Michael W. Linn Dated: (; /2P /"'7....... Description Value See attachment $362,263.65 (Attach Additional Sheets if necessary) Total: $362,263.65 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Form RW.7 (Oouphin COunty. Re..llIlI2) 433497.1 ....' Lesley E. Nearman Estate Inventory Valued as of Date of Death Cash & Cash Equivalents PNC Checking Acct. #50-8037-9884, joint with spouse. Reported at one-half date of death value due to simultaneous death of husband and wife. $ 2,773.27 Total Cash & Cash Equivalents Tangible Personal Property 1994 Honda Accord, joint with spouse, valued per one-half sale proceeds $ 2,846.70 One half proceeds of auction of household and personal articles, joint with spouse 2,846.70 One-half proceeds from sales of miscellaneous personal property, joint with spouse 575.75 Total Tangible Personal Property Miscellaneous AAA accidental death benefit Beneficiary: Estate $ 2,000.00 Family Health Council, final paycheck 804.16 Checks in possession at death: Elizabeth Doherty, $60 and $75; Family Health Council, $70.31; Melaleuca, Inc., $2.84 208.15 USAA Casualty Insurance Company, seatbelt airbag death benefit Beneficiary: Estate 25,000.00 IRA Account, consisting of 3,870.539 shs. Franklin 'Templeton Mutual Qualified 60,496.52 Page 1 (1 } $ 2,773.27 6,269.15 '" Estate Inventory Miscellaneous Fund Z @15.63 Beneficiary: Estate Cororado Public Employees' Retirement Association Account Beneficiary: Estate. 95,603.18 Reliance Standard Group Life Insurance Benefit. Beneficiary: Estate. 40,000.00 Reliance Standard, accidental death benefit Beneficiary: Estate 40,000.00 Fleet Retirement Plan Services, Invesmart Money Purchase Plan, Family Health Council of Central PA, nc. (employer) Beneficiary: Estate 1,951.45 IRA Account, consisting of 119.42 shs. Value Line Spl Situations Fd, common @16.01 Beneficiary: Estate 1,911.91 Honda Odyssey auto loan, one-half balance after payoff 6.25 Home Side Lending, Inc., one-half check dated 10/11/2001 for eSCrow overage relating to refinance. 200.29 Home Side Lending, Inc., one-half check received after settlement on sale of residence for escrow overage on mortgage 655.51 One-half insurance proceeds for Honda Odyssey automobile received after payoff of loan 729.00 One-half reimbursements from Cedar Cliff Ice Hockey Club and Hilton-Diminick Orthodontic Associates, PC 605.50 Total Miscellaneous $ 270,171.92 Page 2 (2) No. of Shares 16.466 Page 3 Estate Inventory Real Property Real property 201 Allendale Way, Lower Allen Township, Cumberland County, PA, more par~icularly described in deed dated October 27, 1994, and recorded in the Office of the Cumberland County Recorder of Deeds at Book 114, page 685, et seq. Tax parcel No. 13-25-0010-079. Valued per sale proceeeds. Total Real Property Mutual Funds Janus Venture Fund Acct. #204661672 Joint with spouse, reported at one-half value due to simultaneous death of husband and wife. Total Mutual Funds Total Inventory (3) $ 82,500.00 $ 549.31 $ 82,500.00 549.31 $ 362,263.65 y, (." . \ REV-1500 EX + (6-00) J 7:";40~' ~ COMMONWEALTH OF PENNSYLVANIA REV-1500 DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 01 0952 COUNTY CODE VEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Nearman - Lesley E 018-50-8838 DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 09/21/2001 04/02/1957 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER - - 3. Remainder Return CHECK ~' Original Return ~2 Supplemental Return B (date of death prior to 12-13-82) APPRO- 4. Umited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required ~ate of death after 12-12-82) PRIATE 6. Decedent Died Testate 7. ecedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach copy of Will) lfttach a copy of Trustl BLOCKS 9. Utigation Proceeds Received 10. pousal Poverty Credl (date of death between 0 11. Election to tax under Sec. 9113(A) 12-31-91 and 1-1-95) (Attach Sch 0) tH~$$!$ttQijMQ$t:ijl$.Q~Qftftii.M~~jJ:~RPRIMt.tjgwiii\Mil.t$&qUWMp.~RmtriQtQ:: NAME COMPLETE MAILING ADDRESS COR- Amy J. Mendelsohn, Esquire One S. Market Square, P.O. Box 1146 RE- FIRM NAME (If Applicable) Harrisburg, PA 17108 SPON DENT Rhoads & Sinon LLP TELEPHONE NUMBER 717-233-5731 OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) 82,500.00 2. Stocks and Bonds (Schedule B) (2) 549.31 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0.00 4. Mortgages & Notes Receivable (Schedule D) (4) 0.00 ". - ' 5. Cash, Bank Deposits & Miscellaneous Personal ,-" Property (Schedule E) (5) 12,251. 28 6. Jointly Owned Property (Schedule F) - 0 , -- Separate Billing Requested (6) 0.00 h ....,. RECA- l~, ; PITULA- 7. Inter-Vivos Transfers & Miscellaneous --- TION Non-Probate Property (Schedule G or L) (7) 0.00 ., 8. Total Gross Assets (total Unes 1-7) (8) 95,300.59 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 64,705.87 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 75,682.26 11. Total Deductions (total Unes 9 & 10) (11) 140,388.13 12. Net Value of Estate (Une 8 minus Une 11) (12) (45,087.54) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) 0.00 has not been made (Schedule J) 14. Net Value Subject to Tax (Une 12 minus Une 13) (14) (45,087.54) SeE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (aX1.2) 0.00 X.O 00 (15) 0.00 TAX 16. Amount of Line 14 taxable at lineal rate 0.00 x.O 0.045 (16) 0.00 - COMPU- 17. Amount of Line 14 taxable at sibling rate 0.00 X .12 (17) 0.00 TAT ION 18. Amount of Line 14 taxable at collateral rate 0.00 X .15 (18) 0.00 19. Tax Due (19) 0.00 20. 0 I~KHeae.JF:tptt~:~lt$t.G\'J:lje.fijI.f(jUijiO;W~li:i.iA'tMfNt::1 :::::)~*al$:$tlAlii)tQAN$.wr:;a:AQ:i:QUe$1lON$QN:~e.::a\"Nf):aeeliir:;Cl!(~ffl?K::i ......... P' ..... ...:.:.:.:.:.:.:.:.:.:.:.:.:.:.:.:.:.:.y........ o PA 15001 NTF 29755 Copyright 2000 GreatlandlNelco LP - Forms Software Only PA REV-1500 EX (6-00) D d C I Page 2 ece ent s omClete ress: STREET ADDRESS 201 Allendale Way Cumberland County CITY I STATE I ZIP Camp Hill PA 17011 Add Tax Payments and CredJts: 1, Tax Due (Page 1 Une 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 0.00 0.00 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 0.00 Total Interest/Penalty (0 + E) 4. If Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Une 20 to request a refund 5. If Une 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX CUE. A. Enter the interest on the tax due. B. Enter the total of Une 5 + SA. This is the BALANCE DUE. :::t:ttt::::::::::::: :':':':':':':"':,::,,:::::::/,',': ""',:,""""""""',:,:,"~~~; C,~eck payabl~ ~,:,:..~~~.I.~T~~.qrWI LLS, AGENT '::::::::"}::::::::""""':::: """"""""",.:,.,.;....... ......::.:.::::::: ::::;:::;:;::::;:::;::::::::::::;:;::::::::;:;:;:::::::::;::: ..... . :'';.:.:.:.::::::::::::::::;:::;:;:; ;:;:;:::::::;:::;:::;::::::::.::: ... .... .. ... ::::::;:::::::::::::::: ;:; ......... ....... .:::::;.:-:-::;:::;:::::::::::::.;.: .... ...................::......................................................".'..................................... PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. (3) 0.00 (4) 0.00 (5) 0.00 (SA) 0.00 (5B) 0.00 Did decedent make a vansfer and: a. retain the use or income of the property transferred; ..............................,........ b. retain the right to designate who shall use the property lransferred 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 vansfer 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 penalties of perjury, I declare that I have examined this return\ including accompanying schedules and statements, and to the best of my knowledge and belief, it is vue, correct and complete. Declaration OT preparer "t'-,..., than the personal representative is based on information of which re ar r has an knowled e. .,,_.. .. ....._. SIG OF RS ESPO LE FpR FILING RETURN /f2>I"7NUI.sJ7l./fV?I~ o ~c#1!:.Cf:.i. ~>~ Yes No ~ ~ 8 ~ o It/DATE ~J~ , , ADDRESS c/o Rhoads & Sinon LLP, P. O. Box 1146 SIG~~r~~ REPRESENTATIVE ADDRESS Rhoads & Sinon LLP, P. O. Box 1146 Harrisburg, PA DATE ~ I 2..i I 0 2... 17108 Harrisburg, PA 17108 ...,.,.............,.,........... ..... :-. ................. .:-:.....:.;.:.;.::::;:;:::::::::::::::::::::.:.:: ;.:-:-:.:-....:.:.;:::::::;:::::::;:::::::::::;;;::-:...... ::::::::::::::;:;:;:;:;:;: ;:;:;:; :::::::::: ,.,:.:.".:.:.'';.:.;.:. :::: :;:;:;:;:;:;:;:;:;:::;:;:;:;:;:;:;:;:;:;:;:; For date~;;id;'~iti on or ~ii~~ July' i, 1994 :nd bef'~~~'"j~~:ZVt\~'~~: th'e'i~';~t~"I~~'~~d ~~ ttie :n~;'~ai~~ 0'; tr';~fe;~'i~~~ i;';h;"~:~~~~\h~"~:~~~ing spOuse is 3%""" [72 P.S. 19116 (all'. 'lli)]. For dates of death on or after January', 1995, the tax rate is imposed on the net value of transfers to or for the use of the surviving spouse isO% [72 P.S. 19"6 (all'. 'llii)). The statute does not ...emol a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are stili applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July', 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. 19' '6(aX'.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. I 9' '6('.2) (72 P.S. 19' '6(aX'1l. The tax rate imposed on the net value of transfers to or for the use ot the decedent's siblings Is '2% [72 P.S. 19' '6(aX'.3)). A sibling Is defined, under Section 9'02, asan individual who has at least one parent In common with the decedent, whether by blood or adoption. o PA 15002 NTF 29756 Copyright 2000 Greatland/Nelco L.P - Forms Software Only PA REV -1500 EX (6-00) D d C I Page 2 ece ents omplete ress: STREET ADDRESS 201 Allendale Way Cumberland County CITY I STATE 1 ZIP Camp Hill PA 17011 Add Tax Payments and CredJts: 1. Tax Due (Page 1 Wne 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 0.00 0.00 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 0.00 (3) 0.00 (4) 0.00 (5) 0.00 (SA) 0.00 (58) 0.00 Total Interest/Penalty (0 + E) 4. If Wne 2 is greater than Wne 1 + Wne 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 LIne 20 to request a refund 5. If Wne 1 + Wne 3 is greater than Wne 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Wne 5 + SA. This is the BALANCE DUE. .:::::;..........H..... .... ................. ...::::::::~;:;;::3:~.~~.?yabl~~::~EGIST.;,~ OF~I.~~!i.~:A~~T ....:..... );: .......;;. ....PLEAs.E..ANSV\i"EFf.THE...i=oL[owi.NG..QlieST.ioN.S..S"y"pLAt"fNG"AN"i'Xii"IN"THE",.;piiROP"R"iAt'E"S'LOCK'S ... 1. Did decedent make a transfer and: 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 penalties of perjury, I declare that I have examined this return including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of "...!)~r~' .ther tllan the personal representative is based on information of which preparer has any knowled~e. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETUR"'A- yl11/ IJ J oS 772 A-"f"Z/ 12- . ,DATE ~C'~... _ el1-Cxt~)~ l./Z:5/6L. ADDRESS . I c/o Rhoads & Sinon LLP, P. O. Box 1146 Harrisburg, PA 17108 SIGNATURE OF PR PARER OTHE THAN REPRESENTATIVE DATE D"2- Yes No ~ ; 8 ~ o & Sinon LLP, P. O. Box 1146 Harrisburg, PA 17108 ::~::;:s of ~~ath ~~ 0;;;;~;j~I;':~:;~i:~~~'~~i:;:j~~:~:~:::"19jj5:';h~"l~:;~;t:i*~i~:~::l~: i~;~;t~;i:~;:~:; ;~:~:'~;':";~:~;~;'lh~E~e ~fih;; ~~~i~lng;~~~;;'i~'3%'" . ....... .. (72 P.S. . 9116 (a)(1.1)(1)]. For dates of death on or after January 1, 1995, the tax rate is imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. . 9118 (a)l1.1)(i1)]. The statute does not ..xempt 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 y.....s 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. 89118(aX1.2)]. 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. I 9118(1.2) [72 P.S. 19118(aXl)]. 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. I 9118(aXl.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. o PA 15002 NTF 29758 Copyright 2000 Greatland/Nelco LP - Forms Software Only BEV -1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Lesley E. Nearman 21 01 0952 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. SCHEDULE A REAL ESTATE 1 ITEM NO. 1. DESCRIPTION Real property 201 Allendale Way, Lower Allen Township, Cumberland County, PA, more particularly described in deed dated October 27, 1994, and recorded in the Office of the Cumberland County Recorder of Deeds at Book 114, page 685, et seq. Tax parcel No. 13-25-0010-079. Valued per sale proceeeds. VALUE AT DATE OF DEATH 82,500.00 This real property was joint with spouse and is reported at one-half date of death value due to simultaneous death of husband and wife (20 PA C.S. 8503). Copy of Settlement Sheet attached. TOTAL (Also enter on line 1, Recapitulation) S (If more space is needed, insen additional sheets of the same size) 82,500.00 9 PA15021 NTF 10871 Copyright 1999 Greatland/Nelco LP - Forms Software Only RI;V -1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Lesley E. Nearman SCHEDULE B STOCKS & BONDS FILE NUMBER 21 01 0952 All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NO. 11. DESCRIPTION VALUE AT DATE OF DEATH 16.466 Shares Janus Venture Fund Acct. #204661672 Joint with spouse, reported at one-half value due to simultaneous death of husband and wife. CUSIP: 471023507 549.31 TOTAL (Also enter on line 2, Recapitulation) S (If more space is needed, insert additional sheets of the same size) 549.31 9 PA15031 NTF 10872 Copyrighl1999 GreallandlNelco LP - Forms Software Only REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FilE NUMBER Lesley E. Nearman 21 01 0952 Include proceeds of litigation & date proceeds were received by the estale. All prop. jointly-owned with right of survivorship must be disclosed on Sch. F. ITEM NO. 11. VALUE AT DATE OF DEATH DESCRIPTION Family Health Council, final paycheck B04.16 2 Checks in possession at death: Elizabeth Doherty, $60 and $75; Family Health Council, $70.31; Melaleuca, Inc., $2.84 208.15 3 Franklin Templeton IRA Acct. #075-209786918, consisting of 3,870.539 shs. Mutual Qualified Fund, Class Z @15.63. Beneficiary: Estate. Date of death value, 60,496.52. This account is not taxable because decedent was not 59 1/2 years of age at her death. 0.00 4 Colorado Public Employees' Retirement Association Account Beneficiary: Estate. Date of death value, $95,603.18. This account is not taxable because decedent was not 59 1/2 years of age at her death. 0.00 5 Fleet Retirement Plan Services, Invesmart Money Purchase Plan, Family Health Council of Central PA, Inc. (employer) Beneficiary: Estate. Date of death value, $1,951.45. This account is not taxable because decedent was not 59 1/2 years of age at her death. 0.00 Total from continuation pages 11,238.97 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 12,251. 28 9 PA 15081 NTF 10875 Copyright 1999 Grealland/Nelco LP - Forms Software Only Schedule E (page 2) Estate of: Lesley E. Nearman Item No. Description Value at Date of Death 6 119.42 Shares IRA ACCOUNT Value Line Spl Situations Fd, common Date of death value, $1,911.91 Beneficiary, Estate. This account is not taxable because decedent was not 59 1/2 years of age at her death. 0.00 THE FOLLOWING ASSETS WERE OWNED JOINTLY WITH DECEDENT'S SPOUSE, STEVEN D. LINN, AND ARE REPORTED AT ONE-HALF DATE OF DEATH VALUES DUE TO SIMULTANEOUS DEATH OF HUSBAND AND WIFE (20 PA C.S. Sec. 8503) 7 1994 Honda Accord, joint with spouse, valued per one-half sale proceeds 2,846.70 8 Honda Odyssey auto loan, one-half balance after payoff 6.25 9 Home Side Lending, Inc., one-half check dated 10/11/2001 for escrow overage relating to refinance. 200.29 10 Home Side Lending, Inc., one-half check received after settlement on sale of residence for escrow overage on mortgage 655.51 11 One-half insurance proceeds for Honda Odyssey automobile received after payoff of loan 729.00 12 PNC Checking Acct. #50-8037-9884, joint with spouse. Reported at one-half date of death value due to simultaneous death of husband and wife. 2,773.27 Total (Carry forward to main schedule) 7,211.02 Item No. 13 14 15 Estate of: Lesley E. Nearman Description One-half reimbursements from Cedar Cliff Ic~Hockey Club and Hilton-Diminick Orthodontic Associates, PC One half proceeds of auction of household and personal articles, joint with spouse One-half proceeds from sales of miscellaneous personal property, joint with spouse Schedule E (Page 3) Value at Date of Death 605.50 2,846.70 575.75 Total (Carry forward to main schedule) 4,027.95 REV-1510 EX + (1-97) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Lesley E. Nearman FILE NUMBER 21 01 0952 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV -1500 COVER SHEET is yes. ITEM NO. 11. DESCRIPTION OF PROPERTY INCLUDE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECO & DATE OF TRANSFER. ATTACH COpy OF THE DEED FOR REAL ESTATE. TIAA-CREF Retirement Annuity Account. Beneficiaries: Andrew J. Linn and Deena G. Linn, decedent's children, in equal shares. Date of death value, $4,498.29. Not taxable because decedent was not 59 1/2 years of age at her death. 0.00 DATE OF DEATH VALUE OF ASSET 2 Mutual of America 403B Thrift Plan. Beneficiaries, Andrew J. Linn and Deena G. Linn, decedent's children, in equal shares. Date of death value, $956.44. Not taxable because decedent was not 59 1/2 years of age at her death. 0.00 %OF DECD'S INTEREST 100.000 100.000 EXCLUSION (IF APPLICABLE) 0.00 0.00 9 PA 15101 NTF 10877 TOTAL (Also enter on line 7, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) Copyright 1999 Grealiand/Nelco LP - Forms Software Only TAXABLE VALUE 0.00 0.00 0.00 REV -1511EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Lesley E. Nearman SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21 01 0952 Debts of decedent must blueported on Schedule I. ITEM NO. A. 1. 1 DESCRIPTION AMOUNT FUNERAL EXPENSES: Gerald Nearman Reimbursement, funeral services 6,942.00 Total from continuation pages 2,423.82 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Steven Nearman, Michael Linn Social Security Number(s)/EIN No. of Personal Representative(s) Street Address See attachment City State Zip 25,000.00 Year(s) Commission Paid: 2. 3. Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 19,500.00 4. Probate Fees 77.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Allfirst Bank Estate checks 13.50 2 The Patriot-News Co. Advertising Grant of Letters of Administration 145.68 Total from continuation paqes 10,603.37 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 64,705.87 9 PA15111 NTF 10878 Copyrighl1999 GreatJand/Nelco LP - Forms Software Only EST ATE OF LESLEY E. NEARMAN FILE NO. 21-01-0952 A TT ACHMENT TO SCHEDULE H, LINE B 1 Administrators Steven C. Nearman 1005 Cameron Street Alexandria, VA 22314 Michael W. Linn 1265 Weatherstone Parkway Marietta, GA 30068 434223.1 Item No. 2 3 4 Schedule H part 1 (Page 2) Estate of: Lesley E. Nearman Description Amount Mt. Moriah Cemetery Association Funeral expense 500.00 Reese Funeral Home, Inc. Obituaries, Baltimore Sun and Washington Post 238.82 Reese Funeral Home, Inc. One-half cost of headstone 1,685.00 Total (Carry forward to main schedule) 2,423.82 Schedule H part 2 (page 2) Estate of: Lesley E. Nearman Item No. Description Amount 3 Cumberland Law Journal Advertising Grant of Letters of Administration 75.00 4 H.B. McClure One-half cost of heating oil for residence prior to sale 157.60 5 Merry Maids One-half expense, cleaning of residence in preparation for sale 185.50 6 Michael Linn Reimbursement for premium on bond for out-of-state administrators 739.00 7 Michael Linn Reimbursement for one-half of the following expenses: Real est. appraisal 275.00 Pressure wash house 291.50 Detail on car 120.50 Moving expo for children 2,960.28 1,823.64 8 Michael Linn Reimbursement for one-half the following expenses incurred in preparing for sale of house and move of children: Office supplies, cleaning supplies; mailing expenses; telephone expense; lodging 329.56 9 One-half balance of the following expenses on sale of rseidence: County taxes 79.82 Fed Ex 30.00 54.91 10 One-half expenses of sale of residence, per attached Settlement Sheet, less reimbursement for one-half prepaid school taxes (279.29) and prepaid sewer (13.88) 5,556.08 Total (Carry forward to main schedule) 8,921.29 Schedule H part 2 (Page 3) Estate of: Lesley E. Nearman Item No. Description Amount 11 PAWC One-half balance due, service to residence prior to sale 72.48 12 PP&L One-half cost of electric service to residence prior to sale 233.77 13 Rhoads & Sinon LLP Reimbursement for out-of-pocket expenses 522.67 14 Steven Nearman Reimbursement for one-half the following expenses: Lodging for several weekends to conduct estate business; cell phone charges; air fare to transport pet to children's new home in Georgia 853.16 Total {Carry forward to main schedule} 1,682.08 REV -1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Lesley E. Nearman Include unreimbursed medical expenses. ITEM NO. 1. 1 SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 01 0952 DESCRIPTION AMOUNT Physicians for Women's Health Balance due 15.00 2 pinnacle Health Acct. #38109, balance due 43.00 3 Quantum Imaging Balance due 236.00 4 TSR Wireless Acct. #2058577, balance due 123.44 5 Discover Card Acct. #6011 3001 6850 8859, one-half balance due on account joint with spouse 1,126.69 6 Estate of Steven Linn Reimbursement for one-half payment to USAA Federal Savings Bank, Sept., Oct., Nov. payments on Home Equity Loan #6014 8470 1101 0753 601. 50 7 Home Side Lending, Inc. One-half balance due on mortgage loan #1107968 to keep mortgage current until sale of residence 1,508.45 8 Home Side Lending, Inc. Mortgage Loan Acct. #11079778 One-half balance due on obligation joint with spouse 56,016.48 9 Kohl's One-half balance due on account joint with spouse 46.03 Total from continuation pages 15,965.67 9 PA 15121 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 75,682.26 NTF 10874 Copyright 1999 Greatland/Nelco LP - Forms Software Only Schedule I (Page 2) Estate of: Lesley E. Nearman Item No. Description Amount 10 PNC Checking Account, one-half value of check~clearing after death on bank account joint with spouse 340.79 11 USAA Federal Savings Bank Home Equity Loan #6014 8470 1101 0753 One-half balance due on account joint with spouse 12,787.38 12 USAA Federal Savings Bank One-half balance due on charge acct. #5420 3961 5115 3734, joint with spouse 2,837.50 Total (Carry forward to main schedule) 15,965.67 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Lesley E. Nearman 21 01 0952 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADQRESS-Of PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) Of ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 1. ~drew J. Linn 265 Weatherstone Parkway Marietta, GA 30068 nsolvent Estate Son 0.00 2 Deena G. Linn 265 Weatherstone Parkway ~arietta, GA 30068 nsolvent Estate Daughter 0.00 ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 18 AS APPROPRIATE ON REV -1500 COVER SHEET II NON- TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -- ENTER TOTAL NON- TAXABLE DISTRIBS. ON LINE 13 Of REV-15OQ COVER SHEET $ 0.00 o PA15131 NTF 33293 (If more space is needed, insen additional sheets of the same size) Copyrighl20oo Grealland/Nelco LP - Forms Software Only - r-'- . t_-' _ ,. OMtI NO. 250'Z~285 U ,lI. 1)l::"Al.; '11\11:1'1:' ,:,\' HGIIS;i-IG & Ufll!lAN fiE .'n(J['ME:NT iI. lYP . , j-;;r -1~D~~_ -- 2. LIr;:;;H~'- 3. l( CON". UNINS.' N 4, D'i_..._ 5, D':ONV INS. C;. ~'l_'" I\UMroEA: I 7. L.O." NUMB"'R: Jb.T" ,", I _._____.___.__ '8. M(iRf(7i\Gfrir:r~Nu~E';"f:"" :~t::. iP.CMEtf'f SI'ATf.I\riO'iT ...._......_._~_"...,...'.. 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Meals ph (717) 231-6671 fx (717) 232-1459 kmeals~rhoads-sinon.com FILENO: 7895/01; 7896/01 May 28, 2004 Re: Estate of Steven D. Linn and Estate of Lesley E. Nearman Ms. Glenda Famer-Strasbaugh Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Dear Ms. Famer-Strasbaugh: Enclosed please find Status Reports for each of the above-referenced decedents. Please time-stamp the enclosed copies and remm them to me in the enclosed self-addressed stamped envelope. If you have any questions, please feel free to contact me. Very truly yours, Enclosure cc: Michael Linn, Administrator Joanne Book Christine, Esquire RHOADS & SINON LLP Kimberly A. Meals Paralegal 519577.1 Rhoads & Sinon LLP · Attorneys at Law · Twelfth Floor ° One South Market Square ° P.O. Box 1146 Harrisburg, PA 17108-1146 ° ph (717) 233-5731 · fx (717) 232-1459 ° www. rhoads-sinon.com STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: Will No. Lesley E. Nearman September 21,2001 Admin. No. 2001-0952 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: Yes X If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? No b. The separate Orphans' Court No. (if any) for the personal representative's account is: Co parties in interest? Yes Did the personal representative state an account informally to the No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: Joanne Book Christine Name (Please type or print) Rhoads & Sinon, One South Market Square, Harrisburg, PA 17101 Address 717-233-5731 Tel. No. Capacity:__ X Personal Representative __Counsel for personal representative 255154.1 7895-1 RHOAD$ & SINON LLP Twelfth Floor · One South Market Square EO. Box 1146 · Harrisburg, PA 17108-1146 I,,,lll,,,lll,,,,,,ll,,Ihh,l,I Ms. Glenda Famer-Strasbaugh Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 Telephone 7/15/2002 717 -783-0972 David B Dowling, Esquire Rhoads & Sinon LLP PO Box 1146 Harrisburg, P A 17108-1146 Re: Estate of Lesley E Nearman File Number: 2101-0952 Court Number: Cumberlans-Orphans-21-01-934 Dear Mr. Dowling: The Department of Revenue has received the Petition for Approval of Settlement Claim to be filed on behalf of the above-referenced Estate in regard to a wrongful death and survival action. It has been forwarded to this Bureau for the Commonwealth's approval of the allocation of the proceeds paid to settle the actions. Pursuant to the Petition, the 44 year old decedent died as a result of a motor vehicle accident. Decedent is survived by the decedent's two minor children, ages 14 and 10. Please be advised that, based upon these facts and for inheritance tax purposes only, this Department has no objection to the proposed allocation of the gross proceeds of this action, 67.5% to the wrongful death claim, 7.5% to the survival claim and 25% to the personal injury claims of the two minor children injured in the accident.. Proceeds of a survival action are an asset included in the decedent's estate and are subject to the imposition of Pennsylvania inheritance tax. 42 Pa.C.S.A. 98302; 72 P.S. 999106,9107. Costs and fees must be deducted in the same percentages as the proceeds are allocated. In re Estate of Merryman, 669 A.2d 1059 CPa. Cmwlth. 1995). I trust that this letter is a sufficient representation of the Department's position on this matter. As the Department has no objections to the Petition, an attorney from the Department of Revenue will not be attending any hearing regarding it. Please contact me if you or the Court has any questions or requires anything additional from this Bureau. Finally, the approval of this allocation is limited to this estate and does not reflect the position that the Department may take in any other proposed distribution of proceeds of a wrongful death / survival action. U Dl Inheritance Tax Division Bureau of Individual Taxes cc: Cumberland County Clerk of Orphans Courts / ROBERT H. LONG, JR.' JAMES H. CAWLEY SHERILL T. MOYER DEAN F. PIERMATTEI JAN P. PADEN KENNETH L. JOEL 1 RICHARD B. WOOD DEBRA M. KRIETE LAWRENCE B. ABRAMS III' TODD J. SHILL J. BRUCE WALTER ~~~I~.MMC~1~~~CH JOHN P. MANBECK THOMAS J. NEHILLA FRANK J. LEBER KEVIN M. GOLD PAUL A. LUNDEEN CARL D. LUNDBLAD JACK F. HURLEY, JR. JAMES E. ELLISON DAVID B. DOWLING RICHARD E. ARTELL DAVID F. O'LEARY ROBERT J. TRIBECK DAVID O. TWADDELL TIMOTHY J. NIEMAN CHARLES J. FERRY PAUL J. BRUDER, JR.' STANLEY A. SMITH JOANNE BOOK CHRISTINE JENS H. DAMGAARD' AMY J. MENDELSOHN' DRAKE D. NICHOLAS MICHAEL W. WINFIELD' THOMAS A. FRENCH KATHRYN G. SOPHY' DEAN H. DUSINBERRE STEPHANIE E. DIVITTORE DONNA M.J. CLARK KATHLEEN D. BRUDER'.' CHARLES E. GUTSHALL CHRJ5TYLEE L. PECK PAUL F. WESSELL JOHN M. COLES SHAWN D. LOCHINGER HEATHER Z. KELLY I ALSO ADMITTED TO THE DISTRICT OF COLUMBIA BAR 2 ALSO ADMITTED TO THE FLORIDA BAR 3 ALSO ADMITTED TO THE MARYlAND BAR 4 ALSO ADMITTED TO THE NEW JERSEY BAR 5 ALSO ADMITTED TO THE NEW YORK BAR VIA HAND DELIVERY Office of Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 ATTENTION: Donna Dear Donna: ~ RHOADS & SINON LLP ATTORNEYS AT LAW TWELFTH flOOR ONE SOUTH MARKET SQUARE P.O. BOX 1146 HARRISBURG, PA 17108-1146 OF COUNSEL HENRY W. RHOADS RETIRED FRANK A. SINON JOHN C. DOWLING PAUL H. RHOADS 1907-19B4 JOHN M. MUSSELMAN 1919-1980 CL YlE R. HENDERSHOT 1922-1980 TELEPHONE (717) 233-5731 FAX (717) 232-1459 EMAIL YDURHAM@RHOADS-SINON.COM WEB SIT E : www.rhoads-sinon.com DIRECT DIAL NO. (717) 231-6677 November 8, 2002 FILE NO. 7896/01 Re: Estate of Leslev E. Nearman Your file No.: 21 2001 0952 Enclosed is a check in the sum of $2,462.55 in payment of Pennsylvania Inheritance Tax due on the above-captioned Estate. Enclosure cc: Mr. Michael W. Linn Mr. Steven C. Nearman 450506.1 YORK: TELEPHONE (717) 843-1718, FAX (717) 232-14S9 Very truly yours, RHOADS & SINON LLP By: IfJ-C1V11.. .11. cPt" V{till I Yvonne R. Durham Legal Assistant AFFILIATED OFFICE: LANCASTER: STE. 203, 1700 S. DIXIE HWY, BOCA RATON, FL 33432 TELEPHONE (S61) 395-5595, FAX (561) 395-9497 TELEPHONE (717) 397-4431, FAX (717) 232-1459 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INOIVIOUAl TAXES OEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RHOADES & SINON LLP 1 SOUTH MARKET STREET PO BOX 1146 HARRISBURG, PA 17108-1146 ____uu fold ESTATE INFORMATION: SSN: 018-50-8838 FILE NUMBER: 2101-0952 DECEDENT NAME: NEARMAN LESLEY E DATE OF PAYMENT: 11/08/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/21/2001 NO. CD 001827 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,462.55 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: RHOADES & SINON LLP CHECK# 528 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $2,462.55 MARY C. LEWIS REGISTER OF WILLS /?-/~-p ~ ~BURE~~ OF INDIVIDUAL TAXES , INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX AMY J MENDELSOHN RHOADS & SINON PO BOX 1146 HARRISBURG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-11-2002 NEAR MAN 09-21-2001 21 01-0952 CUMBERLAND 101 ESQ *' REV-1547 EX AFP 101-02l LESLEY E Amount Remitted PA 17J,08 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=iS4-j-EX--AFP--foY:02Y-Noi'-icE--oF-INHEififAifcrYijrAPPRAYSEi"-ENT~--A[Dj'WAirclrC'-R------------ - - --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF NEARMAN LESLEY E FILE NO. 21 01-0952 ACN 101 DATE 11-11-2002 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 54,723.39 X 045 = 2,462.55 .00 X 12 = .00 .00 X 15 = .00 (19)= 2,462.55 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 82.500.00 549.31 .00 .00 112.801.20 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) 1I0) 65,444.87 75.682.26 (11) 1I2) 1I3) 1I4) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 195,850.52 14] .127 13 54,723.39 .00 54,723.39 I'Aynl:NI .n....... l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-06-2002 WRITEOFF .00 31.09 INTEREST IS CHARGED THROUGH 11-26-2002 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,462.55 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 32.72 TOTAL DUE 2,495.27 · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPDSE DF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). DBJECTIONS: 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 thi s Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (57-) discount of the tax paid is allowed. PENALTY: The 157- tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (67-) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 207- .000548 1992 97- .000247 1983 167- .000438 1993-1994 77. .000192 1984 117- .000301 1995-1998 97- .000247 1985 137- .000356 1999 77. .000192 1986 107- .000274 2000 87- .000219 1987 97- .000247 2001 97- .000247 1988-1991 117- .000301 2002 67- .000164 -- Interest is calculated as follows: INTEREST = BALANCE OF TAK UNPAID K NUKBER OF DAYS DELINQUENT K DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. --" REV.-,'170 EX (6-88) INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME Lesley E. Nearman FILE NUMBER John Kuchinski ACN 2101-0952 101 REVIEWED BY ITEM SCHEDULE NO. EXPLANATION OF CHANGES Interest is abated in the amount of $31.09 from the delinquent date 6-22-2002 to 9-6-2002, the date of receipt of the proceeds of litigation. Interest is effective 9-7-2002. E 6 Survival Action proceeds totalling $100,549.92 have been included as an asset on this schedule. H C15 The bond renewal fee of $739.00 has been included as a deduction on this schedule. ROW Page 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MENDELSOHN AMY J ESQUIRE POBOX 1146 HARRISBURG, PA 17108 h__Uh fold ESTATE INFORMATION: SSN: 018-50-8838 FILE NUMBER: 2101-0952 DECEDENT NAME: NEARMAN LESLEY E DA TE OF PAYMENT: 1 2/ 1 3/2002 POSTMARK DATE: 12/12/2002 COUNTY: CUMBERLAND DATE OF DEATH: 09/21/2001 NO. CD 001943 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $25.45 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: AMY J MENDELSOHN ESQUIRE CHECK# 23825 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS $25.45 DONNA M. OTTO DEPUTY REGISTER OF WILLS BUREAU ~ INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANTA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REY-1601 EX AFP '01-02> AMY J MENDELSOHN RHOADS 8 SINON PO BOX 1146 HARRISBURG ESQ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-03-2002 NEARMAN 09-21-2001 21 01-0952 CUMBERLAND 101 LESLEY E Amount Remitted PA 17108 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS __ REV = i6cfj-EX--AFP--foY=02Y------...--INifERITANcE--iAx--si'XiEMENi-'(fF"-Ac-cou'f.fi--.-i.---------------- - ---- ESTATE OF NEARMAN LESLEY E FILE NO.21 01-0952 ACN 101 DATE 12-03-2002 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-11-2002 P R I NC I PAL TAX DU E : ....................................................................................................................................................................................................................... 2,462.55 PAYMENTS (TAX CREDITS): BAL PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-06-2002 WRITEOFF .00 31. 09 11-08-2002 CDOO1827 .00 2,462.55 -'--- ANCE OF UNPAID INTEREST/PENALTY AS O{ 1~~_09-2002) TOTAL TAX CREDIT 2,462.55 BALANCE OF TAX DUE .00 INTEREST AND PEN. 25.45 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 25.45 IE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, YOU MAY BE DUE A REFUND. SEE REVFRSE ~TnE OF THT~ FORM FOR IN~T~UCTTnNS l -j ~ 4 .~ .. ...~ Q) </l ;:j o </l..s::: _t:: :-:::: ;:j _~8 -= 4-0;;.... Q) =0_ ~("<) -::~S::: ;:j- = ~;:j 0'0 -</lOro l'- ..= ..... U s::: r:FJ - -:: OJ) s::: Q) =~]o~<t: = 4-0 ro Cl 0 p.. =01: ..s::: ~ -:: Q)" t:: Q) =Q)..oZ;:j"iii =~tH-'o:'::: =~9E-<U~ ..=OU<t:-U " ~ 1) ~ U> ~ w 't '-/ a: ~ <{ "7 ~ ::J <Xl 0 ~ ..J <1l lO 0 ~ ~ I- ~ "- w - ~ :<: ~ rJj Ul a: x >- <{ 0 [l III ~ Ql 0 ~ Z I It I- 0 II 1m 0 ::J a: :> ~ I- 0 ID < <1l Ul -< w II ~ z II =: 0 <( 1: -.6 ~ ~ r- ('I o ... o I') /"! -t I') ... o I'" ... ROBERT H. LONG, JR.' DEAN F. PIERMATTEI SHERILL T. MOYER KENNETH L. JOEL' JAN P. PADEN DEBRA M. KRIETE RICHARD B. WOOD TODD J. SHILL LAWRENCE B. ABRAMS m' DAVID M. BARASCH J. BRUCE WALTER LORI J. McELROY JOHN P. MANBECK THOMAS J. NEHILLA FRANK J. LEBER KEVIN M. GOLD PAUL A. LUNDEEN r:~~SDE.L~~8~6~D JACK F. HURLEY, JR. RICHARD E. ARTELL DAVID B. DOWLING ROBERT J. TRIBECK DAVID F. O'LEARY TIMOTHY J. NIEMAN DAVID O. TWADDELL PAUL J. BRUDER, JR.' CHARLES J. FERRY JOANNE BOOK CHRISTINE STANLEY A. SMITH AMY J. MENDELSOHN' JENS H. DAMGAARD' MICHAEL W. WINFIELD' DRAKE D. NICHOLAS KATHRYN G. SOPHY' THOMAS A. FRENCH STEPHANIE E. DIVITTORE DEAN H. DUSINBERRE KATHLEEN D. BRUDER'.' DONNA M.J. CLARK CHRlSTYLEE L. PECK CHARLES E. GUTSHALL JOHN M. COLES PAUL F. WESSELL HEATHER Z. KELLY SHAWN D. LOCHINGER JAMES J. JARECKI JAMES H. CAWLEY JENNIFER ZIMMERMAN I ALSO ADMITTED TO THE DISTRICT OF COLUM8IA 8AR 2 ALSD ADMITTED TO THE FLDRIDA 8AR 3 ALSO ADMITTED TO THE MARYLAND BAR 4 ALSO ADMITTED TO THE NEW JERSEY BAR 5 ALSO ADMITTED TO THE NEW YORK BAR Office of Register of Wills Cumberland County Courthouse A TTN: Donna 1 Courthouse Square Carlisle, PA 17013 Dear Donna: RHOADS a SINON LLP ATTORNEYS AT LAW TWELFTH FLOOR ONE SOUTH MARKET SQUARE P.O. BOX 1146 HARRISBURG, PA 17108-1146 OF COUNSEL HENRY W. RHOADS RETIRED FRANK A. SINON JOHN C. DOWLING PAUL H. RHOADS 1907-19B4 JOHN M. MUSSELMAN 1919-1980 CL YLE R. HENDERSHOT 1922-1980 TELEPHONE (717) 233-5731 FAX (717) 232-1459 EMAIL YDURHAM@RHOADS-SINON.COM WEBSITE: www.rhoads-sinon.com DIRECT DIAL NO. (717) 231-6677 December 12,2002 FILE NO. 7896/01 Re: Estate of Leslev E. Nearman Your file NQ.: '21 01 0952 Enclosed is a check in the sum of $25.45 in payment of interest and penalties due for Pennsylvania Inheritance Tax on the above-captioned estate per notice of Pennsylvania Department of Revenue, a copy of which is attached hereto. Enclosure cc: Mr. Michael W. Linn Mr. Steven C. Nearman 450506.1 YORK: TELEPHONE (717) 843-1718, FAX (717) 232-1459 Very truly yours, RHOADS & SINON LLP -7 ~ .' /J '/ /'_ ::Z:-~.' 1ftY-'C.~~~ By: YJlo e R. Durham al Assistant AFFILIATED OFFICE: LANCASTER: STE. 203. 1700 S. DIXIE HWY, BOCA RATON, FL 33432 TELEPHONE (561) 395-5595, FAX (561) 395-9497 TELEPHONE (717) 397-4431, FAX (717) 232-1459 /?-/-Y'-p \- BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128~0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT * REV-1'07 EX AFP '01-02) AMY J MENDELSOHN RHOADS & SINON PO BOX 1146 HARRISBURG ESQ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-03-2002 NEARMAN 09-21-2001 21 01-0952 CUMBERLAND 101 LESLEY E Allount Rellitted PA 17108 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV =i61fj-E;3f-AFP--foY:02Y------...--iiiiirERITANcE--fAx--sTA-fEME-N'f-1fF-Ac-coUiff--.-i.--------------- - -- --- ESTATE OF NEARMAN LESLEY E FILE NO.21 01-0952 ACN 101 DATE 12-03-2002 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-11-2002 P R I NC I PAL TAX DU E : ........................................................................................................................................................................................................................... 2,462.55 PAYMENTS (TAX CREDITS): BAL PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-06-2002 WRITEOFF .00 31. 09 11-08-2002 CDOO1827 .00 2,462.55 ANCE OF UNPAID INTEREST/PENALTY AS OF 11-09-2002 TOTAL TAX CREDIT 2,462.55 BALANCE OF TAX DUE .00 INTEREST AND PEN. 25.45 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 25.45 !Ii SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT. If NDN-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (I) day from the date of death, to the date of payment. Taxes which became delinquent before January I, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January I, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 n .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 n .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 2002 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (IS) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. . l ! I " " 'i i ->.,v.. vII STATUS REPORT UNDER RULE 6.12 Name of Decedent: Leslev E. Nearman Date of Death:. September 21.2001 Will No. Admin. No. 2001-0952 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No x 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: December of2003 3. If the answer to No. 1 is Yes, state the following: a. No Did the personal representative file a final account with the Court? Yes b. representative's account is: The separate Orphans' Court No. (if any) for the personal c. parties in interest? Yes Did the personal representative state an account informally to the No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: *\0'2, ) . . </ ..~ CLiliLC t~G--~ C/~- /J anne Book Christine, Esquire I oads & Sinon, LLP . P.O. Box 1146 Harrisburg, P A 17108-1146 (717) 233-5731 r._:,:; r..... I Capacity:_Personal Representative ---.L Counsel for personal Representative ,...., ;:::i 482838.1 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 00952 of 2001 FIRST AND FINAL ACCOUNTING OF Michael W. Linn and Steven C. Nearman, CO-Administrators For ESTATE OF LESLEY E. NEARMAN, Deceased Date of Death: September 21, 2001 Date of Appointment: October 15, 2001 Date of First Complete Advertisement of Letters: November 6, 2001 Accounting for the Period: September 21, 2001 to August 31, 2003 Purpose of Account: Michael W. Linn and Steven C. Nearman, Co- Administrators, offer this account to acquaint interested parties with the transactions that have occurred during their administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information, or questions, or objections, can be discussed with: Joanne Book Christine, Esquire Rhoads & Sinon LLP One South Market Square 12th Floor P.O. Box 1146 Harrisburg, PA 17108-1146 (717) 233-5731 485569.1 PRINCIPAL ESTATE OF LESLEY E. NEARMAN SUMMARY OF ACCOUNT Receipts Net Gain on Sales or Other Disposition/Principal Less Disbursements Debts Funeral Expenses Administrative Expenses Federal & State Taxes Fees and Commissions Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand Information Schedules INCOME Receipts Net Gain on Sales or Other Disposition/Income Less Disbursements Balance Before Distributions Less Distributions to Beneficiaries Income Balance on Hand Combined Balance on Hand 485699. ] Page 2 7 13 19 20 21 27 28 29 30 31 75,682.26 9,365.82 27,327.00 50,697.72 19.500.00 $460,684.49 6.811.51 $467,496.00 195,072.80 $272,423.20 0.00 $272.423.20 1,104.61 0.00 1,104.61 0.00 1,104.61 0.00 $ 1.104.61 $ 273.527.81 No. of Shares 3,870.539 119.42 2,846.7 2,846.7 575.75 Estate of Lesley E. Nearman Receipts of Principal Cash and Cash Equivalents PNC Checking Acct. #50-8037-9884, joint with spouse. Reported at one-half date of death value due to simultaneous death of husband and wife. $ Total Cash and Cash Equivalents Bonds, Debentures & T -Bills Franklin Templeton Mutual Qualified Fund Z (IRA Acct. #075-209786918) . Beneficiary: Estate IRA ACCOUNT Value Line Spl Situations Fd Common Beneficiary: Estate Total Bonds, Debentures & T-Bills Tangible Personal Property 1994 Honda Accord, joint with spouse. One half proceeds of auction of 1994 Honda Accord and household and personal articles, joint with spouse One-half proceeds from sales of miscellaneous personal property, joint with spouse Total Tangible Personal Property (2) Inventory Value 09/21/2001 2,773.27 $ 2,773.27 Inventory Value 09/21/2001 $ 60,496.52 1,911.91 62,408.43 Inventory Value 09/21/2001 $ 2,846.70 2,846.70 575.75 6,269.15 2,000 804.16 208.15 25,000 95,603.18 40,000 40,000 1,951.45 6.25 200.29 Receipts of Principal (Continued) Miscellaneous Inventory Value 09/21/2001 AAA accidental death benefit Beneficiary: Estate $ 2,000.00 Family Health Council, final paycheck 804.16 Checks in possession at death: Elizabeth Doherty, $60 and $75; Family Health Council, $70.31; Melaleuca, Inc., $2.84 208.15 USAA Casualty Insurance Company, seatbelt airbag death benefit Beneficiary: Estate 25,000.00 Colorado Public Employees' Retirement Association Account Beneficiary: Estate. 95,603.18 Reliance Standard Group Life Insurance Benefit. Beneficiary: Estate. 40,000.00 Reliance Standard, accidental death benefit Beneficiary: Estate 40,000.00 Fleet Retirement Plan Services, Invesmart Money Purchase Plan, Family Health Council of Central PA, nc. (employer) Beneficiary: Estate 1,951.45 Honda Odyssey auto loan, one-half balance after payoff 6.25 Home Side Lending, Inc., one-half check dated 10/11/2001 for escrow overage relating to refinance. 200.29 (3) 655.51 729 605.5 82,500 No. of Shares 16.466 Receipts of Principal (Continued) Miscellaneous Horne Side Lending, Inc., one-half check received after settlement on sale of residence for escrow overage on mortgage One-half insurance proceeds for Honda Odyssey automobile received after payoff of loan One-half reimbursements from Cedar Cliff Ice Hockey Club and Hilton-Diminick Orthodontic Associates, PC Total Miscellaneous Real Property Real property 201 Allendale Way, Lower Allen Township, Cumberland County, PA, more particularly described in deed dated October 27, 1994, and recorded in the Office of the Cumberland County Recorder of Deeds at Book 114, page 685, et seq. Tax parcel No. 13-25-0010-079. Valued per sale proceeeds. Total Real Property Mutual Funds Janus Venture Fund Acct. #204661672 Joint with spouse, reported at one-half value due to simultaneous death of husband and wife. (4) Inventory Value 09/21/2001 $ 655.51 729.00 605.50 $ 207,763.49 Inventory Value 09/21/2001 $ 82,500.00 82,500.00 Inventory Value 09/21/2001 $ 549.31 549.31 Receipts of Principal (Continued) No. of Shares Mutual Funds Inventory Value 09/21/2001 Total Mutual Funds Total INVENTORY $ 362,263.65 RECEIPTS SUBSEQUENT TO INVENTORY 692.16 11/01/2001 PNC Bank, joint checking account - One-half balance over date of death balance distributed to Leslie's Estate $ 692.16 25.45 02/27/2002 Reimbursement from Estate of Steven Linn for payment to H.B. McClure 25.45 09/06/2002 Settlement from a Wrongful Death/Survival Action instituted after the death of decedent. The Department of Revenue has issued a letter agreeing to the allocation between wrongful death and the survival action as approved by the Cumberland County Orphans' Court on July 30, 2002. Note original return filed in this estate on June 21, 2002 and not yet assessed by the Department of Revenue. Attached is a copy of the approval letter issued by the Department of Revenue and delivered to the Cumberland County Clerk of the Orphans' Court as part of the petition to approve the allocation between the wrongful death claim and the survivorship action. Also attached is a copy of the Court Order dated July 30, 2002 and Allocation of 100,549.93 (5) Receipts of Principal (Continued) RECEIPTS SUBSEQUENT TO INVENTORY Proceeds Per Court Order. Total RECEIPTS SUBSEQUENT TO INVENTORY ADJUSTMENTS TO CARRYING VALUE 09/21/2001 1994 Honda Accord, joint with spouse. Adjusted value upon audit valued at $ VALUE PER INVENTORY VALUED AT Total ADJUSTMENTS TO CARRYING VALUE Total Receipts of Principal (6) (2,846.70) $ 101,267.54 0.00 (2,846.70) $ 460,684.49 Estate of Lesley E. Nearman Gains and Losses on Sales or Other Dispositions of Principal Net Gain 10/18/2001 Sale Checks in possession at death: Elizabeth Doherty, $60 and $75; Family Health Council, $70.31; Me1aleuca, Inc., $2.84 Net Proceeds $ Carried at 208.15 208.15 10/23/2001 Collection Home Side Lending, Inc., one-half check dated 10/11/2001 for escrow overage relating to refinance. Net Proceeds $ Carried at 200.29 200.29 10/23/2001 Collection One-half reimbursements from Cedar Cliff Ice Hockey Club and Hilton-Diminick Orthodontic Associates, PC Net Proceeds $ Carried at 605.50 605.50 10/23/2001 Collection One-half proceeds from sales of miscellaneous personal property, joint with spouse Net Proceeds $ Carried at 225.00 225.00 10/25/2001 Sale One-half proceeds from sales of miscellaneous personal property, joint with spouse Net Proceeds $ Carried at 350.75 350.75 11/01/2001 Collection Family Health Council, final paycheck Net Proceeds $ Carried at 804.16 804.16 (7) Net Loss Gains and Losses on Sales or Other Dispositions of Principal (Continued) Net Gain Net Loss 11/01/2001 Collection PNC Bank, joint checking account - One-half balance over date of death balance distributed to Leslie's Estate Net Proceeds $ Carried at 692.16 692.16 11/01/2001 Collection PNC Checking Acct. #50-8037-9884, joint with spouse. Reported at one-half date of death value due to simultaneous death of husband and wife. Net Proceeds $ Carried at 2,773.27 2,773.27 11/05/2001 Collection USAA Casualty Insurance Company, seatbelt airbag death benefit Beneficiary: Estate Net Proceeds $ Carried at 25,000.00 25,000.00 11/15/2001 Sale 16.466 Shares Janus Venture Fund Acct. #204661672 Joint with spouse, reported at one-half value due to simultaneous death of husband and wife. Net Proceeds $ Inventoried at 640.03 549.31 $ 90.72 11/16/2001 Collection Reliance Standard Group Life Insurance Benefit. Beneficiary: Estate. Net Proceeds $ Carried at 40,000.00 40,000.00 (8) Gains and Losses on Sales or Other Dispositions of Principal (Continued) Net Gain Net Loss 11/16/2001 Sale Reliance Standard, accidental death benefit Beneficiary: Estate Net Proceeds $ Carried at 40,000.00 40,000.00 11/29/2001 Sale Honda Odyssey auto loan, one-half balance after payoff Net Proceeds $ Carried at 12/03/2001 Sale One half proceeds of auction of 1994 Honda Accord and household and personal articles, joint with spouse Net Proceeds $ Carried at 12/10/2001 Collection AAA accidental death benefit Beneficiary: Estate Net Proceeds $ Carried at 12/10/2001 Collection Fleet Retirement Plan Services, Invesmart Money Purchase Plan, Family Health Council of Central PA, nc. (employer) Beneficiary: Estate Net Proceeds $ Carried at 12/11/2001 Sale 3,870.539 Shares Franklin Templeton Mutual Qualified Fund Z (IRA Acct. #075-209786918) . Beneficiary: Estate Net Proceeds $ Inventoried at 6.25 6.25 2,846.70 2,846.70 2,000.00 2,000.00 1,951.45 1,951.45 66,882.91 60,496.52 $ 6,386.39 (9) Gains and Losses on Sales or Other Dispositions of Principal (Continued) Net Gain Net Loss 12/19/2001 Capital Gain Distribution IRA ACCOUNT Value Line Spl Situations Fd Common Beneficiary: Estate Net Proceeds $ Inventoried at 02/12/2002 Sale 122.215 Shares IRA ACCOUNT Value Line Sp1 Situations Fd Common Beneficiary: Estate Net Proceeds $ I nventoried at 02/22/2002 Sale Real property 201 Allendale Way, Lower Allen Township, Cumberland County, PA, more particularly described in deed dated October 27, 1994, and recorded in the Office of the Cumberland County Recorder of Deeds at Book 114, page 685, et seq. Tax parcel No. 13-25-0010-079. Valued per sale proceeeds. Net Proceeds $ Carried at 02/25/2002 Collection One-half insurance proceeds for Honda Odyssey automobile received after payoff of loan Net Proceeds $ Carried at 02/27/2002 Sale Reimbursement from Estate of Steven Linn for payment to H.B. McClure Net Proceeds $ Carried at 52.37 0.00 $ 52.37 2,246.31 1,964.28 282.03 82,500.00 82,500.00 729.00 729.00 25.45 25.45 (10) Gains and Losses on Sales or Other Dispositions of Principal (Continued) Net Gain Net Loss 03/06/2002 Sale Colorado Public Employees' Retirement Association Account Beneficiary: Estate. Net Proceeds $ Carried at 95,603.18 95,603.18 03/29/2002 Collection Home Side Lending, Inc., one-half check received after settlement on sale of residence for escrow overage on mortgage Net Proceeds $ Carried at 655.51 655.51 09/24/2002 Collection Settlement from a Wrongful Death/Survival Action instituted after the death of decedent. The Department of Revenue has issued a letter agreeing to the allocation between wrongful death and the survival action as approved by the Cumberland County Orphans' Court on July 30, 2002. Note original return filed in this estate on June 21, 2002 and not yet assessed by the Department of Revenue. Attached is a copy of the approval letter issued by the Department of Revenue and delivered to the Cumberland County Clerk of the Orphans' Court as part of the petition to approve the allocation between the wrongful death claim and the survivorship action.. Also attached is a copy of Court Order dated July 30, 2002 and Allocation of Proceeds Per Court Order. Net Proceeds $ Carried at the 100,549.93 100,549.93 (11 ) Gains and Losses on Sales or Other Dispositions of Principal (Continued) Net Gain Net Loss Total Gains and Losses Net Gain $ $ 6,811.51 $ 6,811.51 0.00 (12) Date Paid 02/22/2002 02122/2002 02/22/2002 02/22/2002 02122/2002 02/22/2002 12/05/2001 02122/2002 Estate of Lesley E. Nearman Disbursements of Principal Claims presented, allowed, paid, credited and appearing in the Summary Statement Physicians for Women's Health Balance due $ Pinnacle Health Acct. #38109, balance due Quantum Imaging Balance due TSR Wireless Acct. #2058577, balance due Discover Card Acct. #6011 3001 6850 8859, one-half balance due on account joint with spouse Estate of Steven Linn Reimbursement for <me-half payment to USAA Federal Savings Bank, Sept., Oct., Nov. payments on Home Equity Loan #6014 8470 1101 0753 Home Side Lending, Inc. One-half balance due on mortgage loan #1107968 to keep mortgage current until sale of residence Home Side Lending, Inc. Mortgage Loan Acct. H1079778 One-half balance due on obligation joint with spouse (13) Amount Paid 15.00 43.00 236.00 123.44 1,126.69 601. 50 1,508.45 56,016.48 Date Paid 02/22/2002 11/01/2001 02/22/2002 OS/21/2002 11/30/2001 02/22/2002 Disbursements of Principal (Continued) Claims presented, allowed, paid, credited and appearing in the Summary Statement Kohl's One-half balance due on account joint with spouse PNC Checking Account, one-half value of checks clearing after death on bank account joint with spouse USAA Federal Savings Bank Home Equity Loan #6014 8470 1101 0753 One-half balance due on account joint with spouse USAA Federal Savings Bank One-half balance due on charge acct. #5420 3961 5115 3734, joint with spouse Total Claims presented, allowed, paid, credited and appearing in the Summary Statement Funeral Expenses Gerald Nearman Reimbursement, funeral services Mt. Moriah Cemetery .Association Funeral expense (14) $ $ $ Amount Paid 46.03 340.79 12,787.38 2,837.50 75,682.26 6,942.00 500.00 Date Paid 03/13/2002 03/16/2002 04/05/2002 10/04/2002 10/25/2002 02/20/2002 09/24/2002 12/11/2001 Disbursements of Principal (Continued) Funeral Expenses Reese Funeral Home, Inc. Obituaries, Baltimore Sun and Washington Post Reese Funeral Home, Inc. One-half cost of headstone Total Funeral Expenses Administration Expenses A. Kel Long, PC Legal Fees Attorneys' fees for transfer of Guardianship to Georgia }\. Kel Long, PC Legal Fees A. Kel Long, PC Legal Fees Allfirst Bank Estate checks Enders Insurance Associates Bond Number S420-086 Payment of renewal bill for bond Estate of Steven Linn Payment to Steven's E~state for overdistribution to Leslie's estate from PNC checking account (15) $ Amount Paid 238.82 1,685.00 $ 9,365.82 $ 875.00 732.63 511. 25 13.50 739.00 692.16 Date Paid 02/22/2002 02/22/2002 01/16/2002 02/22/2002 02/22/2002 02/22/2002 02/22/2002 Disbursements of Principal (Continued) Administration Expenses Estate of Steven Linn Reimbursement, one-half payments to PP&L for electric service to residence prior to sale Estate of Steven Linn Reimbursement for payment to Peter Linn for lodging expenses H.B. McClure Heating oil, residence H.B. McClure Heating oil, residence l'1erry Maids One-half expense, cleaning of residence in preparation for sale l'1ichael Linn Reimbursement for premium on bond for out-of-state administrators l'1ichael Linn Reimbursement for one-half of the following expenses: Real est. appraisal-275.00; Pressure wash house-291.50; Detail on car-120.50; l'1oving exp. for children-2,960.28. (16) $ Amount Paid 154.99 172 . OS 83.40 l:l5.90 185.50 739.00 1,823.64 Date Paid 02/26/2002 02/22/2002 02/22/2002 03/04/2002 03/13/2002 08/29/2003 Disbursements of Principal (Continued) Administration Expenses ~lichael Linn Reimbursement for one-half the following expenses incurred in preparing for sale of house and move of children: Office supplies, cleaning supplies; mailing expenses; telephone expense; lodging One-half balance of the following expenses on sale of residence: County taxes-79.82; Fed Ex-30.00. One-half expenses of sale of residence, per attached Settlement Sheet, less reimbursement for one-half prepaid school taxes (279.29) and prepaid sewer (13.88) PAwe One-half balance due, service to residence prior to sale PP&L One-half cost of electric service to residence RESERVES: Rhoads & Sinon, LLP Out of Pocket Expenses: (17) $ Amount Paid 329.56 54.91 5,556.08 72 .48 78.79 800.00 Date Paid 08/29/2003 05/19/2002 10/25/2001 11/14/2002 07/23/2003 07/25/2003 Disbursements of Principal (Continued) Administration Expenses RESERVES: Register of Wills Filing fee to file Accounting Steven Nearman Reimbursement for one-half the following expenses: Lodging for several weekends to conduct estate business; cell phone charges; air fare to transport pet to children's new home in Georgia USAA Federal Savings Bank Open account for Deena Total Administration Expenses Federal and State Taxes Pennsylvania Department of Revenue Pennsylvania Inheritance Tax Pennsylvania Department of Revenue 2001 PA 41 United States Treasury 2001 - 1041 Total Federal and State Taxes (18) $ $ $ $ Amount Paid 194.00 853.16 50.00 14,827.00 2,462.55 13.00 48,222.17 50,697.72 Disbursements of Principal (Continued) Date Paid Amount Paid Fees and Commissions 08/29/2003 RESERVES: Michael Linn $ 15,000.00 }\dministrator Commission 08/29/2003 RESERVES: Rhoads & 19,500.00 Sinon, LLP Attorney's Fees 08/29/2003 RESERVES: Steven Nearman 10,000.00 }\dministrator Commission Total Fees and Commissions $ 44,500.00 Total Disbursements of Principal $ 195,072.80 (19) Estate of Lesley E. Nearman Distributions of Principal to Beneficiaries Total Distributions of Principal (20) Distribution Value $ 0.00 Estate of Lesley E. Nearman Principal Balance On Hand Valued as of September 08, 2003 Inventory Value Cash and Cash Equivalents Allfirst Bank Estate Checking Acct. #09903-0240-2 $ 272,423.20 Total Cash and Cash Equivalents Total Balance on Hand (21 ) $ 272,423.20 $ 272,423.20 Estate of Lesley E. Nearman Information Schedules - Principal New Investmenb:. IRA ACCOUNT Value Line Spl Common Beneficiary: 12/19/2001 Situations Fd Estate 2.795 Shs. Total New Investments Exchanges and Stock Distributions AAA accidental death benefit Beneficiary: Estate 09/21/2001 12/10/2001 Family Health Council, final paycheck 09/21/2001 11/01/2001 Checks in possession at death: Elizabeth Doherty, $60 and $75; Family Health Council, $70.31; Melaleuca, Inc., $2.84 09/21/2001 10/18/2001 USAA Casualty Insurance Company, seatbelt airbag death benefit Beneficiary: Estate 09/21/2001 11/05/2001 Franklin Templeton Mutual Qualified Fund Z (IRA Acct. #075-209786918) . Beneficiary: Estate 09/21/2001 3,870.539 Shs. Purchased via Reinvestment Received Collected Received Collected Received Sold Received Collected Received (22) Inventory Value $ 52.37 $ 52.37 Inventory Value $ 2,000.00 (2,000.00) $ 804.16 (804.16) $ 208.15 (208.15) $ 25,000.00 (25,000.00) $ 60,496.52 Information Schedules - Principal (Continued) Exchanges and Stock Distributions Franklin Templeton Mutual Qualified Fund Z (IRA Acct. #075-2097869113) . Beneficiary: Estate (Continued) 12/11/2001 (3/870.539) Shs. Colorado Public Employees' Retirement Association Account Beneficiary: Estate. 09/21/2001 03/06/2002 IRA ACCOUNT Value Line Spl Common Beneficiary: 09/21/2001 12/19/2001 Situations Fd Estate 119.42 Shs. 2.795 Shs. 122.215 Shs. (122.215) Shs. 02/12/2002 PNC Bank, joint checking account - One-half balance over date of death balance distributed to Leslie's Estate 11/01/2001 11/01/2001 Reimbursement from Estate of Steven Linn for payment to H.B. McClure 02/27/2002 02/27/2002 Reliance Standard, accidental death benefit Beneficiary: Estate 09/21/2001 Sold Received Sold Received Cap gain reinvestment On Hand Sold Received Collected Received Sold Received (23) Inventory Value $ (60,496.52) $ 95,603.18 (95,603.18) $ 1 ;911.91 52.37 1,964.28 (1,964.28) $ $ 692.16 (692.16) $ 25.45 (25.45) $ 40,000.00 Information Schedules - Principal (Continued) Exchanges and Stock Distributions Reliance Standard, accidental death benefit Beneficiary: Estate (Continued) 11/16/2001 Fleet Retirement Plan Services, Invesmart Money Purchase Plan, Family Health Council of Central PA, nc. (employer) Beneficiary: Estate 09/21/2001 12/10/2001 Settlement from a Wrongful Death/Survival Action instituted after the death of decedent. The Department of Revenue has issued a letter agreeing to the allocation between wrongful death and the survival action as approved by the Cumberland County Orphans' Court on July 30, 2002. Note original return filed in this estate on June 21, 2002 and not yet assessed by the Department of Revenue. Attached is a copy of the approval letter issued by the Department of Revenue and delivered to the Cumberland County Clerk of the Orphans' Court as part of the petition to approve the allocation between the wrongful death claim and the survivorship action. Also attached is a copy of the Court Order dated July 30, 2002 and Allocation of Proceeds Per Court Order. 09/06/2002 09/24/2002 Sold Received Collected Received Collected (24) Inventory Value $ (40,000.00) $ 1,951.45 (1,951.45) $ 100,549.93 (100,549.93) Information Schedules - Principal (Continued) Inventory Exchanges and Stock Distributions Value 1994 Honda Accord, joint with spouse. 09/21/2001 Received $ 2,846.70 09/21/2001 Adjusted (2,846.70) On Hand 0.00 Honda Odyssey auto loan, one-half balance after payoff 09/21/2001 Received $ 6.25 11/29/2001 Sold (6.25) Home Side Lending, Inc. , one-half check dated 10/11/2001 for escrow overage relating to refinance. 09/21/2001 Received $ 200.29 10/23/2001 Collected (200.29) Home Side Lending, Inc. , one-half check received after settlement on sale of residence for escrow overage on mortgage 09/21/2001 Received $ 655.51 03/29/2002 Collected (655.51 ) Janus Venture Fund Acct. #204661672 Joint with spouse, reported at one-half value due to simultaneous death of husband and wife. 09/21/2001 16.466 Shs. Received $ 549.31 11/15/2001 (16.466) Shs. Sold (549.31) One-half insurance proceeds for Honda Odyssey automobile received after payoff of loan 09/21/2001 Received $ 729.00 (25) Information Schedules - Principal (Continued) Exchanges and Stock Distributions One-half insurance proceeds for Honda Odyssey automobile received after payoff of loan (Continued) 02/25/2002 One-half reimbursements from Cedar Cliff Ice Hockey Club and Hilton-Diminick Orthodontic Associates, PC 09/21/2001 10/23/2001 Real property 201 Allendale Way, Lower Allen Township, Cumberland County, PA, more particularly described in deed dated October 27, 1994, and recorded in the Office of the Cumberland County Recorder of Deeds at Book 114, page 685, et seq. Tax parcel No. 13-25-0010-079. Valued per sale proceeE!ds. 09/21/2001 02/22/2002 One half proceeds of auction of 1994 Honda Accord and household and personal articles, joint with spouse 09/21/2001 12/03/2001 Collected Received Collected Received This real property was joint with spouse and is reported at one-half date of death value due to simultaneous death of husband and wife (20 PA C.S. 8503). Copy of Settlement Sheet attached. Sold Received Sold (26) Inventory Value $ (729.00) $ 605.50 (605.50) $ 82,500.00 (82,500.00) $ 2,846.70 (2,846.70) Information Schedules - Principal (Continued) Exchanges and Stock Distributions Inventory Value One-half proceeds from sales of miscellaneous personal property, joint with spouse 09/21/2001 10/23/2001 Received $ 10/25/2001 Collected On Hand Sold $ 575.75 (225.00) 350.75 (350.75) (27) Income Collected Estate of Lesley'E. Nearman Receipts of Income Allfirst Bank E:state Checking Acct. #09903-0240-:Z 11/05/2001 Interest 12/05/2001 Interest 01/04/2002 Interest 02/05/2002 Interest 03/05/2002 Interest 04/03/2002 Interest 05/03/2002 Interest 06/05/2002 Interest 07/05/2002 Interest 08/05/2002 Interest 09/05/2002 Interest 10/03/2002 Interest 11/05/2002 Interest 12/04/2002 Interest 01/06/2003 Interest 02/05/2003 Interest 03/05/2003 Interest 04/05/2003 Interest 05/05/2003 Interest 06/04/2003 Interest 07/03/2003 Interest 08/01/2003 Interest Total Income Received $ 0.32 18.06 33.35 38.50 34.40 35.87 35.94 39.47 43.10 57.40 57.41 58.71 83.49 72.97 82.90 75.38 70.37 72.90 74.42 45.26 48.29 26.10 (28) $ $ 1,104.61 1,104.61 Estate of Lesley E. Nearman Gains and Losses on Sales or Other Dispositions of Income Net Gain Net Loss No Gain or Loss $ 0.00 (29) Date Paid Estate of Lesley E. Nearman Disbursements of Income Total Disbursements of Income $ (30) Amount Paid 0.00 Estate of Lesley E. Nearman Distributions of Income to Beneficiaries Distribution Value Total Distributions of Income $ 0.00 (31 ) Estate of Lesley E. Nearman Income Balance On Hand Valued as of September 08, 2003 Inventory Value Cash and Cash Equivalents Allfirst Bank Estate Checking Acct. #09903-0240-2 $ 1,104.61 Total Cash and Cash Equivalents Total Balance on Hand (32) $ 1,104.61 $ 1,104.61 AFFIDAVIT Michael ~1. Linn and Steven C. Nearman, Co-Administrators of the Estate of Lesley E. Nearman, deceased, hereby declare under oath that they have fully and faithfully discharged the duties of their office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to their knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this Estate. 1t{~~~ Michael W. Linn, Co-Administrator Steven C. Nearman, CO-Administrator Sworn to and SUbS~fore me this ~ day of , 2003. Q~,~.~~ NOTARY PUBLIC MY COMMISSION EXPIRES: (SEAL) Christl M. Lord Ia No1IUY Public. Fulto~ coJunty, ~~04 My eommlsslon expires une . AFFIDAVIT Michael Vir. Linn and Steven C. Nearman, CO-Administrators of the Estate of Lesley E. Nearman, deceased, hereby declare under oath that they have fully and faithfully discharged the duties of their office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to their knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this Estate. Michael W. Linn, CO-Administrator ~c'.~ Steven C. Nearman, Co-Administrator Sworn tonand subscribed before me this:1~ day of ~ 2003. (2P0J2-- MY COMMISSION EXPIRES: ( SEAL) My Commission Expires March 31, 2005 INRE: ESTATE OF LESLEY E. NEARMAN, Deceased : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISION : NO. 2001-0952 STATEMENT OF PROPOSED DISTRIBUTION OF MICHAEL W. LINN AND STEVEN C. NEARMAN, CO-ADMINISTRATORS OF THE ESTATE OF LESLEY E. NEARMAN The balance for distribution as shown on the First and Final Account of Michael W. Linn and Steven C. Neannan, Co-Administrators is $273,527.81. Distribution of the remaining balance as set forth in said account is proposed as follows: PROPOSED SCHEDULE OF DISTRIBUTION TO: Michael W. Linn and Steven C. Neannan, Guardian of the Estate of Andrew J. Linn - One-half Decedent's Estate per 20 Pa. C.S. ~2103(1) Principal Cash Income Cash $ 136,211.60 $ 552.30 $136,763.90 TO: Michael W. Linn and Steven C. Neannan, Guardian of the Estate of Deena G. Linn - One-half Decedent's Estate per 20 Pa. C.S. ~2103(1) Principal Cash Income Cash $ 136,211.60 $ 552.31 $136,763.91 TOTAL PROPOSED DISTRIBUTION $273.527.81 433093.1 . STATE OF GEORGIA COUNTY OF Co~b ) ) ) SS: On this, the <1;-1\ day of ~ , 2003, before me, the undersigned officer, personally appeared Michael W. Linn, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. Q ~~.~ Notary Public My Commission Expires: (SEAL) aw-. 0WIsIi M. Lord .~ ~ FuIIon County Gee 00'" rnmIa.:dOn Expires June 21 ' , < ~ ~ .. .. . . ,,,/~.r~ COMMON1NEAL TH OF VIRGINIA G\~. ~ COJr~rlOF ~~ ) ) ) SS: On this, the J l.tb day of ~ , 2003, before me, the undersigned officer, personally appeared Steven C. Nearman, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my han d O~,CialQ~' p~ N tary Public My Commission Expires: My Commission Expires March 31, 2005 (SEAL) 433057.\ - 'Ii.. AL. A MSION F ALL. 'Ii.. 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H1 M ;:i ~ 0.. ::r ~ (D H1 ~ ..c ~. :>' -< OJ 0 co (D ;:i Go (I) (D ~ L H" f--'. p) (D ct (fj rt ,Q H1 PJ 0.. rt 1, ,::'~ :l, ~;; ~. ~ ~ cs;- \ .- a \ - c\J ~ c '" \- ~ ~ ~~ o~ ~~ -- uJ ~ ..- ".-" ~.-< ~cD Vl~ ~ I- ~.-" >;;t; ;2. , ~~ ~ ;:; ;:;.<: o ~ Vl .c " ~ b~ . . ~~ 0"- .s:::: 0.. " ~ 0 ~'" ~O ~o.: (!) en -to ~ g - ~ "@ ...~ 0 _ ~ U (!) -:;cI( ~~~ -=~ ~;:l- -= g$;:l 0"0 -::j;.;_Oiflr-- -= ~.~U (!)- -::~?-oen-< = ~'- c:;:l ". =-oO~O'- -=~~~~~ ==~(!)(!)~'(j) =O~.gg:.::: = rn'~ SUE =~~U_U (..\ .::' ,." .:..\ i') 1") .4" f') ..,..t a:) \'" ..... RHOADS & SINO:N LLP Kimberly A. Meals ph (717) 231-6671 ft (717) 232-1459 kmeals@rhoads-sinon.com FILENO 7895/01; 7896/01 May 28, 2004 Re: Estate of Steven D. Linn and Estate of Leslev E. N earman Ms. Glenda Famer-Strasbaugh Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 :;21- 01. q6~ Dear Ms. Farner-Strasbaugh: Enclosed please find Status Reports for each of the above-referenced decedents. Please time-stamp the enclosed copies and return them to me in the enclosed self-addressed stamped envelope. If you have any questions, please feel free to contact me. Very truly yours, RHOADS & SINON LLP Enclosure cc: Michael Linn, Administrator Joanne Book Christine, Esquire J/' L. . \;/ ~ By: Cc}t;/n/fA../L0; Y1, Kimberly A. Meals Paralegal 519577.1 Rhoads &: Sinon LLP . Attorneys at Law. Twelfth Floor. One South Market Square. PO. Box 1146 Harrisburg, PA 17108-1146 . ph (717) 233-5731 . fx (71 7) 232-1459 . www.rhoads-sinon.com 5'1( V~K STATUS REPORT UNDER RULE 6.12 Name of Decedent: Lesley E. Nearman Date of Death: September 21, 2001 Will No. Admin. No. 2001-0952 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: Yes X a. No Did the personal representative file a final account with the Court? b. representative's account is: The separate Orphans' Court No. (if any) for the personal c. parties in interest? Yes Did the personal representative state an account informally to the No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. e<) It Date: ~d00V /, _:," 'Ul?tk!fu&a: (& ature '-------' Joanne Book Christine Name (Please type or print) Rhoads & Sinon, One South Market Square, Harrisburg, PAl 71 0 1 Address 717-233-5731 Tel. No. Capacity:_Personal Representative X Counsel for personal representati ve 255154.1