The URL can be used to link to this page

Home My WebLink About02-0578PETITION FOR PROBATE and GRANT OF LETTERS Estate of Lynn Edward Sager No. 21-02- ,t 78 also known as ~-o Social Security No. 161-42-1296 The petition of the undersigned respectfully represents that: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Your petitioner(s), who is/are 18 years of age or older and the executor named in the last will of the above decedent, dated April 13, 1994 and codicil(s) dated N/A (state re evenat circumstances, e.g. renunciation, eat o executor, etc.) Decedent was domiciled at death in Cumberland her last family or principal rest ence at 845 Creek Road, West Pennsboro Township, Cumberland County, ar ~s e num Decedent, then 53 years of age, died June 7, 2002 at Carlisle Regional a ical enter, orough of Carlisle, Cumberlan ounty, ar is e after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: No Exceptions Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania !~ situated as follows: unestimated WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; a mmtstratton c.t. thereon. n.c.t.a. COMMONWEATLH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing. peition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this 20th day of ~- `~~ 1~ounty, Pennsylvania, with f7-~/-/ arlis a 17 No. 21-2002-5~8 Estate of Lynn Edward Sager Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW June 20th .Tune 20, 2002 in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated_ April 13, 1994 described therein be admitted to probate and filed of record as the last will of Lynn Edward Sager and Letters Testamentary are hereby granted to Linda Elaine Sager FEES Probate, Letters, Etc. $ 25.00 Short CertificatesOx) 5 $ 15.00 Renunciation $ x-pages (1) $ JCP Total $ 48.00 Filed...Qh-20-20Q2 ................ C.. egister of Wills Mary C. Lewis Stephen D. Tiley 32318 ATTORNEY (Sup. Ct. I.D. No.) 5 South Hanover Street Carlisle, Pennsylvania 17013 ADDRESS (717) 243-5838 PHONE ,.-. ;-- lr {\J ~~.. r..., r"'i .~ ,, Call Attorney when letters are ready his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 831992f~ No. N,OS.Ttl RO+. 2/S7 TNT £M NR a Local Registrar .~uN l o ~eo2 ' Date COMMONWEALTH Of PENNSYLVANIA • DEPARTMENT Of HEALTH • VITAL RECOFOS CERTlFlCATE OF DEATH NAME OF OECEOENTIfwa.,WW.LArn SEX SOCLU. SECURITY NUMBER OREOF DEATH rMdy1, 0AY,'Awl ~• L Edward Sager :. Male ,. 161 - 42 - 1295 .. June 7, 2002 AOE IUM BnrO•Y) UNDER 1 YEM UNDER 1 Dp DRE Of BIRTH BUTTNPLACE ICIy.nO PACE OF DERV IGnscw ON1' m/-,N wpwnaq an anp nON Mdrr I 0•Y• HOIA ~ MYwlw IMOrMR O•Y,. "Y•rl 9waFangn CaArq MOSPfiAI OTHER: 53 r~ Mar. 20,1949 Muncy, PA ,,,,.,;,,,, ~7 ERTOuIOAIrd G naA O „"~ ~ ° ^ YN•i0•rw ^ ~,,, ^ B. 7 • COUNTY OF DE.QN Cllr. BORO. TWP OF OERH FACARY NAME R nd I1.11Abn, p~r,RM ana rYAnwr 1W$ DECEOEM OF HISPAlAC OR16B17 RACE. AbMe•A Mhn. BhcR WNb. •IG ® ~ " "" °'~jQ`"^ `~" Cumberland • Carlisle Carlisle Regional Medical Center „ ,, R,~M •«. Whit ,0. e OECEOE 'S UAL NINOOF BUSWESSIINOUSTRr YMS DECEDENT EVER BI OECEOENT'SEOl1CAT10N MAR,TAL STRUB•MYrro SIWVR'M,fi SPOUSE a°' en° ~ ~ aw us~®Dr aBT ~~ N oae~~PfYYl~m~r«. a.+..v~+T•onlb~x i ' N m el . a. uter Systems An~~! ~ State Govt om p'~+ Married "`a61 ~+ Whyte Linda E ,c p 1z ,~ ,., . DEeEDENt'aMAll1N0AOORES6ISOM.CA,/bwrl.51.IL2btoal DECEDENT'S pj,, West Penns aro .a.NBw,eN ~ n• L~n. a. 845 Creek Rd. P . . c uAL n..sMb DM RESIDENCE aece•M Carlisle, PA 17013 """1°•°r MN• 1•w1ONpT Onaw raq 0 °iO•dM" ~ „ wmN na. awr d arlsae. ,ra. iR,1EA'S NAME (Fnt, MiOe•.llbQ MOTHER'S NAME (Fill Mi0A1. Mrdn3rrwnl K. Sa er , Thelma Sn der I IIIFORMANT' ME (fypbRip NA fKORMANT'9 MABJN6 AOORESS{SOrA,CAylWwR Shr, LPCaaN 1 ~~ ~ ' MET11000F 05POSITgN ORE aF gSPOSRpN PIACE OF DISPOSRgN•NandCwlnwytCrrn•,ory L •CIIY/Town, gl.h. apCod. pOtli""~"Indiantown Gap n 1 °i'"a ® """W"^ ~"°'"'w•^ 1, 2002 e ^ Ju DNIwolO o. .,rs a „National Cemete :, Annville7 PA , . ,. w FUNERAL SE LICE E B,D AS SUCH LICENSE NUMBER NAME ANOAOORESS OF FACARY ~~ man- 014819 L 219 North Hanover St., Carlisle, Pa 17013 C•nrpNO 23•e mlYwMnewtlyirq Br D•M •R'inowbOBO,MM.OCM«dtlr hlr, 0•M MrP~•NNM. LICENSE NUMBER ORE SBiNEO d,Y•s~•A hnd •Y•YBI•dtlrn dOwlRb •rW TiN ( MaM1.0•It Mrl wr1Pf eaUMd ON111. ] _ Min 2••2B ANr10.OOniP41.O O'Y P•nal rlr PlalN•rw U••N OF DERN OREPRONOUNCEDDEADI Ye•I) YN8 CASE REFERRED IO MEDICAL EXAMINERYCORONEA7 ~•~T O ~ . 8: 3 o ... NOIl 6 ~ o z M. M n.IARTE ENp nr d.NM•. NjuflMaoofrq•cwbrr.liNlcw•ca tlr 0•W.DO nq •NOrBr nbOOd OYi1B, WCAp aH•pi•Iay•nN1, Nrd aMN hiwO. Appro.ind• PART p: OIM.iprYBnr corlE\nr•anrOrkp MAYWI.0111 LiM •r•YOn•faU•F •n Nel W. INNraIE•IIN•11 pWIWEMBI r1011••INN9 NBr rMNryMgoiR•yrOANPMMl I o'BrmuaT>~ +F•,. ~ , ~ I ( ~ • ~l ~ ( ~ ~ s ~L) S y ~ti rs_ _ ~u a .. ti rL r•wi•nB•l O•~M-- M ~ '('i ~ ~ sc h.(~/MiC CAr r o.•L o ~ , , ~ ~ O l/fNCE af x ScarnBCBY Fw aalabn e- _ S ~ pS i $ ^MrAhWrgMNrraN• DUE (OR ASACONSEOUE~ 1 /^ CI~EIOr•••••rtA~ c- ITS C.1?i1IX ~ ale (.F'il r] ~0. tt C ! ~( S. iti Nf•bO Mrib DUE 701CR ASA pUENCE Ofk ~-- I ~ LABT N O . r rq r •• q 0. MMSAN AITIOPSY WERE AUTOPSY FBIDB/O$ MANNER OF OERH GATE OFIWURY i1ME Of BLIURV RLIURYR WORKT DESCRIBE NOWINJURT OCCURRED. PE/ROIMAEb/ AIRAABLE PRB7R W / MarMl. O.Y. Yar) FD OF CAUSE ~/ NNUrd L~J NNn~cM. ^ O YN ^ 11• ^ Ater•M ^ P•Mrq MnntlpMbn ^ M w ^ N• rrh ^ N• Src+a ^ CoOM naWMArmA« ^ . PLACE OF MUURr•Atrom..hnn.m•w.l.awy,dne. LOCRKN/{SY•w.CMWwn.SMH ardrq, we.ISP•c•M 3Ba tB.. lB. 3M. 3BI. _ CEIITB9ER ICMC••r•Y Orr, 'QRTIfYBN1PNYSICIM1 PM ' d l l A 3 8f0 RE ANDT1riE OF M1FI CC riOrncbW'r 9 erw Onl wnr. snd rr ONMOrnlw Rarwc•a bMn wCOrnPN.O rm 2 1 ^ 1 hr N n B M d M M « U O I ~ 7L L] ew •, nrY y.• A eaewr OrwY b n4rMM n FMW .................. ................................... u ••O••I.1 •n . 71 ~ ' LICENSE NUMBER DATE 910 D .,WI ( rMr Y •-RONDIR/CBIO AND CERTIFTMDINrlICIANIRMSCrn CafipmOU^Cn9 oeNtaM CaMM44taua. da•elhl ' mBb Mddry bb•,•LBA•MAU•t•MnMMIM Mn Gn,•naN••• AnaCwbllr<+OW1•MrArr•r •s MIN . ... ..... .... .. . L~ , . -o Y:rO (/ ~ !, o Z- , , .. . .. .. . .. • 'MEDICAL E%AMR/EIUCOIIONER _ NAME AND ADDRESS Of VE~NN!11AO COMPIET ~~~E~~~ (hero 271 Typ• a Prlnl /l, ~C ~ fn , On tl» MeH of nnnlnelWR eAEfer ITwutIBMbR, M mY ogfnbn, AeeM eecwr« M tl1e,IRN, Oele• end pleee, enA dve to,M e•uw(el e« 1~ ~e ~ih ,~-cf gs~ (A/0.( /L RECi1STRAR'S SgNAT{iRE EA A• /•~~ ~ l 101 DATE fILED IMdM. DMY.4'Irrl 1 M LAST WILL AND TESTAMENT 21-2002-578 OF LYNN EDWARD SAGER I, Lynn Edward Sager, of West Pennsboro Township, (845 Creek Road, Cazlisle), Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills and Codicils heretofare made. FIRST I direct the payment of my just debts and funeral expenses as soon after my death as may be convenient. I direct that all federal and Pennsylvania estate taxes, Pennsylvania inheritance taxes, and generation-skipping transfer tax payable as a result of my death, not limited to taxes attributable to property passing under this Will, shall be paid by my Executor from my residuary estate, including any part of my residuary estate that otherwise qualifies for a deduction for federal estate tax purposes, however, no federal or Pennsylvania estate tax, Pennsylvania inheritance tax, or generation-skipping transfer tax shall be payable from or chazgeable to any property that passes to my surviving spouse, whether under this Will or otherwise, and that qualifies for the federal estate tax marital deduction. I direct my Executor not to seek reimbursement for any tax so paid from any beneficiary under this Will, heir of mine, or other transferee of property included in my gross estate. SECOND I declare that I am now married to Linda Elaine Whyte and that we have one (1) child, to wit: Morgan St. James Sager, a son born October 16, 1992. I have no deceased children nor any other children living by my wife or otherwise. THIRD All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to my wife, Linda Elaine Whyte, her heirs and assigns, to the exclusion of my child or children, born or unborn, provided my said wife shall survive me by a period of ninety (90) days. In the event that my said wife should predecease me or fail to survive me by the aforesaid period of ninety (90) days, then in such event all the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath, in equal shares, per stirpes and not per capita, unto such of my children as shall survive me by ninety (90) days, but should any of them fail to so survive me then the share such deceased child of mine would have received shall pass to such of his or her issue as shall survive me by a period of ninety (9d) days, per stirpes, and if there be no such issue the same shall lapse and be added to the remaining share or shazes. "' FOURTH Should my wife edecease me and should an erson less than - PI' y p twenty one (21) years of age be entitled to a distribution out of the residuary of my estate pursuant to Paragraph Third herein, I direct such shaze shall be paid to my brother-in-law, Larry Whyte, of 447 Main Street, Galesville, Maryland, as Guardian of the estate of such person. I further direct that no said Guardian shall be required to post any bond to secure the faithful performance of his or her or its duties in the Commonwealth of Pennsylvania or in any other jurisdiction, and I authorize and direct said Guardian of the estate of such person to receive and to invest said distribution and to pay so much of the income arising thereon together with so much of the principal thereof as in its opinion is necessary or desirable to be expended for the proper maintenance, support and education of such person, and upon such person attaining twenty-one (21) years of age, to pay the then remaining principal together with any undistributed income to such person. FIFTH Should my said wife predecease me and should any child of mine sunrive me who is less than twenty-one (21) years of age, then in such event, I nominate, constitute and appoint my brother-in-law, Larry Whyte, of 447 Main Street, Galesville, Maryland, as Guazdian of the person of such child of mine. _, SIXTH Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable to any said child or children, shall be made upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment and pledge, and free from control by the creditors of any such beneficiary. All shares of principal and income herein given shall be free from anticipation, assignment, pledge or obligations of any beneficiary, and shall not be subject to any execution or attachments. SEVENTH I hereby nominate, constitute and appoint my said wife, Linda Elaine Whyte as Executrix of this my Last Will and Testament. I further direct that no bond or other security shall be required of any Executor or Executrix appointed in this Will for the performance of his, her or its duties in any jurisdiction in which he, she or it may be called upon to act. The terms Executor or Executrix may be used interchangeably in this Will and shall refer to any Executor or Executrix appointed in this will, or any other Administrator appointed by a court of competent jurisdiction. EIGHTH In addition to, and not in limitation of, the powers conferred by law or by other provisions of this Will, my Executrix shall have the following powers, each of which may be exercised from time to time by my Executrix in her sole discretion: (a) To retain in the form received, and to sell either at public or private sale, or to distribute in kind, any real or personal property. (b) To manage both real and personal. property. (c) To invest and reinvest in all forms of property, notwithstanding the fact that any or all of the investments made are of a character or size which but for this expressed authority would not be considered proper for an Executrix. (d) To exercise any option or rights arising from the ownership of investments. (e) To compromise claims without court approval and without the consent of any beneficiary. (f) To join with my wife, or her personal representative in the filing of any federal income tax return for any yeaz for which I have not filed such return prior to my death and to consent to the treatment of any gifts made by him as being made one- half by me for gift tax purposes, notwithstanding the fact that such action may result in additional liabilities to my estate. Any income or gift taxes due on such returns and any deficiencies, interest, penalties or refunds thereon, shall be allocated between my estate and my wife or her estate, or all to any of them, in such manner as my Executrix and my said wife or her personal representative may agree. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, written on two (2) pages, this 13th day of April, 1994. ynn Edward Sager U Signed, sealed, published, and declazed by Lynn Edward Sager, the Testator above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ==--~--~ ~ , ~~ REGISTER OF WILLS OF .COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith,, (each) being duly qualified according to law, depose(s) and say(s) that present and saw the testat ,sign the same and that signed as a witness at the request of testat in 1L_ presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this day of (Name) 19 Register (Address) (Name, (Address) .-, :~ 21-2002-578 _ '~ RE(ST OF WILLS OF CUMBERLAND COUNTY O~~H OF NON-SUBSCRIBING WITNESS _ Robert M. Fre and Mary C. Wert (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that they are familiar with the signature of Krist.a Kina xxardiQil~c testat rix of (one of the subscribing witnesses to) the will presented herewith and that they Krista King xx~a€1xx believes the signature on the will is in the handwriting of A 17013 Mary`-.' Wert(Name) 5 S. Hanover StreE~t, Carlisle PA 17013 (Address) to the best of their knowledge and belief. ~ ~ ~ ~_ Sworn to or affirmed and subscribed before me this 20th day of Robert M. Frame) June .~_~nn~ ~ ~ .,________ .., _ _ _ REGISTER OF WILLS OF CUMBERLAND _ COUNTY OATH OF SUBSCRIBING WITNESS Stephen D. Tiley ~d~II~K (each) a subscribing witness to the will presented herewith,,, (each) being duly qualified according to law, depose(s) and say(s) that he was present and saw Lynn Edward Sager _ , the testat or ,sign the same and that he signed as a witness at the reghest of testat or in h is presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this 20th day of r-, June , ~ ~ X2002 Mary C/j Levi s ~ Register ~~ 5 21-2002-578 1 ;f~ .. REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of , codicil testat of (one of the subscribing witnesses to) the will presented herewith and codicil that believes the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of 19 (Address) (Name) (Address) Register ~_~ ~~ ep D. i ~ ) e 5 S. Hanover Street, Carlisle PA 17013 (Name) (Address) (Name) (Address} STATUS REPORT UNDER RULE 6.12 Name of Decedent: LYNN EDWARD SAGER Date of Death: June 7, 2002 Will No. Admin. No. 21-02-0578 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: 12/31/2004 3. If the answer to No. 1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes ( ) No ( ) (b) The separate Orphans' Court no. (if any) for the personal representative's account is: (c) Did the personal representative state an account informally to the parties in interest? Yes( ) No( ) Date: (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. June 4, 2004 Capacity: ( Stephen D. Tiley Name (Please type or print) 5 South Hanover Street Carlisle, Pa 17013 Address f717) 243-5838 Telephone No. ) Personal Representative ( X ) Counsel for personal representative Cumberland County - Register of Wills One Courthouse Square Carlisle, P A 17013 Phone: (717) 240-6345 Date: 05/03/2005 WHYTE LINDA ELAINE 845 CREEK ROAD CARLISLE, PA 17013 RE: Estate of SAGER LYNN EDWARD File Number: 21-02-0578 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 06/07/2005 Your prompt attention to this matter will be appreciated. Thank you. Sincerely, ,fA , ~A(\ REGISTER OF WILLS cc: File Judge cA STATUS REPORT UNDER RULE 6.12 Name of Decedent: Lynn Edward Sager Date of Death: July 7. 2002 Will No. Admin. No. 21-02-0578 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 estayHs complete: Yes () No (~1 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: .D~~-~J.J'-' f'S ;:::t;96r 3. If the answer to No.1 is Yes, state the following: (a) Did the personal representative file a fmal account with the Court? Yes () No ( ) (b) The separate Orphans' Court no. (if any) for the personal representative's account is: (c) Did the personal representative state an account informally to the parties in interest? Yes ( ) No ( ) (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~J- .:J; July 25, 2005 ~lA- ~<7 A; Signature Date: Stephen D. Tiley C5 C' LL; , - [',-:: ~ L_~;___! . <:,,';'. . c) ;-;'-i c-, , CI~~" C) ("\ C:-: CL ..:!" 5 South Hanover Street Carlisle. Pa 17013 c~~ (717) 243-5838 Telephone No. D- ("'J i ~~; ~( Capacity: ( ) Personal Representative L'7.l ';;;~;.J C..;:) <--.I o ( X) Counsel for personal representative eM ~ECEIVED JUL 15 ZOOS () Estate of SAGER LYNN EDWARD Late of WEST PENNSBORO TOWNSHIP ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-02-00578 Date: 7/18/2005 NO.: 21-02-00578 WHYTE LINDA ELAINE 845 CREEK ROAD CARLISLE PA 17013 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: WHYTE LINDA ELAINE Personal Representative Counsel: TILEY STEPHEN D ESQ Date of Decedent's Death: 6/07/2002 Date of Delinquency Notice: 6/07/2005 The undersigned, Glenda Farner Strasbaugh, Clerk of Orhans' Court, in accordance with rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor their counsel, have filed with the Register of Wills or Clerk of Orphans' Court, his/her Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule, and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orhans' Court Rules, was given by the Clerk of Orphans' Court on 5/15/2005 and that the ten (10) day notice to file the status report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or their counsel. cc: File Personal Representative Counsel /tfa.1!tlo:... f',~W Glenda Farner Strasb _ Clerk of Orhans' Court A hearing is scheduled for August 19, 2005 at 9:30 AM in Courtroom No. 03. If the Status Report is filed prior to the hearing date, the hearing will automatically be cancelled. Georg~i . , . vA Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 4/25/2006 TILEY STEPHEN D ESQ 5 S HANOVER ST CARLISLE, PA 17013 RE: Estate of SAGER LYNN EDWARD File Number: 2002-00578 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/07/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/25/2006 WHYTE LINDA ELAINE 845 CREEK ROAD CARLISLE, PA 17013 RE: Estate of SAGER LYNN EDWARD File Number: 2002-00578 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/07/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh '.f Clerk of the Orphans' Court cc: File Counsel Register of Wi Us of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: ~ V /J//l/ / Date of Death: :7-('A/~ Estate No.: ,-,.,(4/._ ~7.2 - LE~L-P~~ ;;: cZ.&JdJ.:;L / ?J~-7? ~~. ....:::; ~ 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 0 No r::;:y 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: p.t')!......~~ -7/ ,:::::26J~~ / J. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval offonnal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: .s;Io~&'~ fiiA AT, 2 ~c~ Signature ~)Y?z?A~ Name / ~Z7, /,-~V / :5"~ ;</<fi Address // ~ ,.!?P'~ S:j ,r (" ..' l ! 00 "11, ("; 1 ' ~. - i~ 'I :C'\l1acity: ,j .;'..;." u ?~/,i/lr, P'/1 //&7/3 ( Telephone No. 7/ 7- ~f/-;" /' 5-8".5'3 o Personal Representative ~unsel for personal representative - '-...) :; J~) CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: LYNN EDWARD SAGER Date of Death: June 7, 2002 Will No. Admin.No. 21-02-0578 To the Register: I certify that notice of (beneficial Interest) 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: August 9, 2002 Name Address Linda Elaine Whyte 845 Creek Road, Carlisle, Pennsylvania 17013 Notice has now been given to all persons entitled thereto under Rule 5.6)a) except NO EXCEPTIONS Date: August 9, 2002 ~ '~~,~ S'gnat re Name: Stephen D. Tiley Address: ~ South Hanover Street '- ~ Carlisle, Pennsylvania 17013 ,- , Capacity: Personal Representative ~- ~ X Counsel for Personal Representative 217 REV-1 500 OFFICIAL USE ONLY REV-1500 EX (6.-') COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN DEPT. 280601 FILE NUMBER 21-02-0578 HARRISBURG, PA 17128-0601 RESIDENT DECEDENT - COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I- Saaer Lvnn Edward 161-42-1296 z DATE OF DEATH (MM-DD-YEAR) rATE OF BIRTH (MM-DD-YEAR) w THIS RETURN MUST BE FILED IN DUPLICATE WITH THE C W 6/7/2002 3/20/1949 REGISTER OF WILLS u w (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER c Linda Elaine Whvte w [RJ 1. Original Return 0 2. Supplemental Return 03. Remainder Return (date of death prior to 12-13-82) .... <I: Ul 0 04a. 05 " ii: " 4, Limited Estate Future Interest Compromise (date of death after 12-12-82) Federal Estate Tax Return Required 0 0.. 0 W 0 0 [RJ 0 :I: 0:: -' 0 0.. al 6. Decedent Died Testate (Attach copy of Will) 7, Decedent Maintained a Living Trust (Attach copy of Trust) 8, Total Number of Safe Deposit Boxes 0.. - <I: 0 010. 011. Election to tax under Sec. 9113(A) (Attach Sch 0) 9. Litigation Proceeds Received Spousal Poverty Credit (date of death between 12-31.91 and 1-1-95) I- t!iij$$t&f:IQNMQ~t$gqQM#tgt!$P;At49Qgfd~$.ijQNP$Nq!$ANpQQijflP.!$f<<I)i#f.J<<jNfQgMAijM~B9QM~$$mR$Wt!p.t9i z NAME COMPLETE MAILING ADDRESS w C 5 South Hanover Street z Steohen D. Tilev 0 FIRM NAME (If Applicable) Q. Carlisle, PA 17013 r/) w Frev & Tilev 0:: 0:: TELEPHONE NUMBER 0 U 717 -243-5838 96,375 OFFlqAL USE ONt;"Y 1. Real Estate (Schedule A) (1) . "1 1 Stocks and Bonds (Schedule B) (2) 20,436 - , 2. \ ) - NONE , , I 3, Closely Held Corporation, Partnership or Sole-Proprietorship (3) ; 4. Mortgages & Notes Receivable (Schedule D) (4) NONE 5. Cash, Bank Deposits & Miscellaneous Personal Property i (Schedule E) (5) 8,283 ; ) I . . ) 6. Jointly Owned Property (Schedule F) (6) NONE .. - 1 Z Dseparate Billing Requested \,,;~) 0 i= <( 7. Inter-Vivos Transfer & Miscellaneous Non-Probate Property ....l (7) 16,710 :J (Schedule G or L) I- 0: <( 8. TOTAL GROSS ASSETS (total Lines 1-7) (8) 141,804 U w 0:: 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 2,286 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) NONE 11. TOTAL DEDUCTIONS (total Lines 9 & 10) (11) 2,286 12, NET VALUE OF ESTATE (Line 8 minus Line 11) (12) 139,518 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 139,518 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate ,or transfers under Sec,9116 (a)(1.2) 139,518 X .0 - (15) z 0 i= 16. Amount of Line 14 taxable at lineal rate X .0 (16) <( - I- :J Q. .12 :z: 17. Amount of Line 14 taxable at sibling rate x (17) 0 U X X .15 (18) <( 18, Amount of Line 14 taxable at collateral rate I- 19. Tax Due (19) 20.0 ii~8il~18i~ill~ltt;Qi~~~I~~QQ~irol~~,~lil~QN;'Q~!~NIQ~~.1~lirll! ~~aaSQRe.TQANSweRAtt:QUe$TIQNSQNReYeRSiSJPaANPRePHeqKMAI:a~~ .... ........ ......... ...........................,. ......... ............................. ..........-.....................-.... ..... .....~........,................. "., .......................... .... ...................... 'H(<H -.---. 217 Sager, Lynn Edward 161-42-1296 Decedent's ComDlete Address: STREET ADDRESS 845 Creek Road CITY I STATE lZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) Total Credits (A + B + C ) (2) 3. InteresVPenalty if applicable D. Interest E. Penalty 4. TotallnteresVPenalty ( D + E ) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (3) If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (4) (5) (5A) (5B) AGENT 5. Make Check to: REGISTER OF PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; 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? If death occurred after December 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration? . Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? Yes o o o o o o 2. 3. 4. Did decedent own an Individual Retirement Account, annuity or other non-probate property which contains a beneficiary designation? o IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. o No o o o o o o ADDRE Linda Elaine Whyte, Executrix, 845 Creek Road, Carlisle, PA S~:_OFtREPA_RER OTHE~ THAN. REP~ESENTATIVE . t}/l..~,J ~., 7 <"'01 A RESS ' . Stephen D. Tiley, Attorney, 5 South Hanover Street, Carlisle, PA For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 PS Section 9116 (a)(1.1)(i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. Section 9116 (a)(1.1 )(ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a , or a stepparent of the child is 0%[72 P.S. Section 9116(a)(1.2)]. :x c,,). .:::; '3 < ./ /). I I /(.(j 4 ! ') : 1./ (,.( *-. 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 --.f. "" r "'- 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. Section 9116(a)(1.3)J .A sibli, individual who has at least one parent in common with the decedent, whether by blood or adoption " ! !/~.{, f /~ '" )c.LC / , -, .,..;_J....,..,. 217 REV-150.2 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER SaQer, Lynn Edward 21-02-0578 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Undivided one-half interest in 61.4 acres situate in the Township of Muncy Creek, County of Lycoming, Commonwealth of Pennsylvania. See copy of deed attached. Subject to retained life estate. Thelma S. Ryder continues to reside in the property and enjoy a life estate. 2002 assessed value $129,720 I CLR of 67.3% = $192,749. Divided by two equal tenants in common equals estimated value of $96,375 to estate. No reductionfor life estate has been made. VALUE AT DATE OF DEATH 96,375 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 96,375 BK 3 4 I 8 PG 2 6 3 WARRANTY DEED MADE the 28111 day of September, in the year nineteen hundred ninety-nine (1999) BETWEEN: THELMA M. SAGER, now known as THELMA S. RYDER, and LEWIS L. RYDER, her husband, of the Township of Muncy Creek, County of Lycoming, and Commonwealth of Pennsylvania, GRANTORS AND ,~J WAYNE K. SAGER, a married man, as his sole and separate property, of Muncy, County of Lycoming, and Commonwealth of Pennsylvania, and LYNN E. SAGER, 2 m;>rried man, as his sole and separate property. of Carlisle. County of Cumberland. and Commonwealth of Pennsylvania, as tenants in common, GRANTEES WITNESSETH: that in consideration of ONE DOLLAR ($1.00). in hand paid, the receipt whereof is hereby acknowledged. the said Grantors do hereby grant and convey to the said Grantees. their heirs and assigns. ALL that certain piece, parcel. or tract of land situate. lying and being in the Township of Muncy Creek, County of Lycoming. and Commonwealth of Pennsylvania. more particularly bounded and described as follows. to-wit: BEGINNING at a point in the public road leading northwestwardly to Clarkestown. said point being also the intersection of another public road leading southwestwardly and known as the Dewalt HIli road; thence southwestwardly along the center of said Dewalt Hill road a distance of five hundred sixty (560) feel to a white oak stump on the west side of the road; thence north thirty-six (36) degrees and crossing Lick Run a distance of three hundred sixty (360) feet to the center of another public road. route No. 41069 and at the same angle two hundred twenty-four (224) feet more to an iron pin in line of land now or formerly of Max Bitler; thence along land now or formerly of said Bitler north five and one- fourth (51/4) degrees east one hundred ninety-six (196) feet to a stone in said line and also a corner of land now or formerly of Shoemaker; thence again north five and one-fourth (5 1/4) degrees east along land now or formerly of Shoemaker a distance of seven hundred eighty-four (784) feet to a post on the south side of the aforementioned public road leading to Clarkestown; thence along the south side of said road two hundred forty- four (244) feet to an oak tree corner; thence north six and one-fourth (6 1/4) degrees east eleven hundred fifty-one (1151) feet to a corner or point In the center of Liltie Muncy Creek; thence up and in the center of said Creek south fifty-eight and one-half (58 Yo) degrees east one thousand fIVe hundred forty (1540) feet to a point; south forty-one (41) degrees t.; .(JIt.~.). .BK34' 8PG265 east five hundred fifty-seven (557) feet; south twenty and one-fourth (20 1/4) degrees east one hundred fitty-four (154) feet: south thirty-five (35) degrees west three hundred twenty- one (321) feet; south one (1) degree west two hundred eight (208) feet; south thirty-three and one-half (33%) degrees east five hundred twenty-eight (528) feet; south forty-six and one-half (46 % ) degrees east two hundred (200) feet to a point and corner; thence leaving the creek and passing through the center of an Old Ford north sixty-five (65) degrees west three hundred (300) feet to a point in the center of said public road leading westwardly to Clarkestown; thence in the center of said road north fifty-seven and one-fourth (57 1/4) degrees west five hundred seventy-four (574) feet to a point; and thence north sixty-six and one-fourth (66 1/4) degrees west five hundred (500) feet to the point and place of beginning, containing sixty-one and four tenths (61.4) acres be the same more or less; BEING the same premises granted and conveyed unto Fred K. Sager, and Thelma M. Sager, his wife, by deed of David S. Opp and Ocie M. Opp, his wife, dated the 3cd day of October, 1945, and recorded in the Office of the Recorder of Deeds of Lycoming County in Deed Book 336, Page 192. The said Fred K. Sager died on the 3cd day of March, 1989, leaving to survive his wife, Thelma M. Sager, in whom complete title vested by operation of law. Thereafter, Thelma M. Sager married Lewis L. Ryder and became known as Thelma S. Ryder. EXCEPTING AND RESERVING THE SAID PREMISES UNTO THE GRANTORS HEREIN FOR THEIR USE AND ENJOYMENT FOR AND DURING THEIR LIFETIMES. THIS CONVEYANCE IS FROM PARENT TO CHILDREN AND IS THEREFORE EXEMPT FROM REALTY TRANSFER TAXATION. AND the said Grantors will specially warrant and forever defend the property hereby conveyed , -, ~ -. ~ -0 -- .t: -.." z- ;J_ N .., ';. ~;.5: N .'0 g) ::;J - ~ ::!1 :::; ,-,..... -- ......., ..;;, --I "'. -< '" u:> 2 BK 3 4 I 8 PG 2 6 4 DATEI 1012111m TIlE. 02.31P IHST 1<<1. . eot3C LYOOIin, County, PA IfFlCE If TII: R~llstn And Iltcol1ltr of DHds ~CEIPT MO . 02053~ TYPE DOC. \lED REC fEE I 13.50 LRTT . ~.OO SRTT I 0.00 WRIT TAX 0.50 DATE: 1012111m TIlE: 02:31P INST 1<<1.: Lytlllin, COIlnty, PA OfFICE or THE R~glstrr And Record.. of DHdI RECEIPT 110 : 020539 TYPE DOC: CO Rl:t FUIJ) REC fEE 1.00 LIlTT : 0.00 D~ml?~~l!1999 T1!'E: 02:31P ~:~TllO.1 Lycoling County, PA OfflCE or THE Reglstrr ond Recorder of Defdl RECEIPT I<<l : 020539 !lEC fEE LRlT SRlT YRIT TAX lYPE DOC I RE REt FUIJ) I 1.00 0.00 0.00 0.00 I . ,~,.,;I.."'''::--__"_7'-,..~..-_........,.."",-...._..~-_........,..-=--.........-._r''''___-''-''" '~ ~.._...""-,, ......._""',..,,..... _4,," '~_.'.'-. , ....... ..._< ..........__ ._.-.._'-____."'.'_r;"'......~=._.__,__..,_.,,_......~.__..____.._.___....._,..... ..-- , BK 3 4 I 8 PG 2 6 6 IN WITNESS WHEREOF, the Grantors have hereunto set their hands and seals the day and year first above written. Signed and delivered in the presence of: 7~o/U c/~(~ ~g:r'm1~ '7~ o('KcxKd ~~~C/ now known as: ~~.f~ Thelma S. Ryder ~x:v."f~~ Lewis L. Ryder .' CERTIFICATE OF RESIDENCE I hereby certify that the precise residence of the Grantee herein is as follows: Thelma S. Ryder and Lewis L. Ryder, life tenants 557 Rock Road Muncy, PA 17756 3 ,.,."......---..,.-...----..-...,.---- -... .~ ~..,.--..,.._. COMMONWEALTH OF PENNSYLVANIA COUN1Y OF L YCOMING nK 3 4 I B PG 2 6 1 : SS ON THIS, the 28'M day of September, 1999, before me, the undersigned officer, personally appeared, THELMA M. SAGER, now known as THELMA S. RYDER, and LEWIS L. RYDER, known to me or satisfactorily proven to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the purpose therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal. COMMONWEALTH OF PENNSYLVANIA COUNTY OF L YCOMING " ~~-n-r ~ ~ Notary Public M01ARIAl S[IJ. t~m )() lURN[R. M01AllY PtIBlIC 1!RSrHIlOR[ RIlRO.1 YCO!.lING co. H.. MY CO!.l!.l/S\ION I xl'lRr~ !.lAY I). 10m My Commission Expires : 55 RECORDED in the Office for Recording of Deeds, etc., in and for said county, in Record Book No.~'i\')- ,Page~. WITNESS my hand and official seal this ~ day of ()(} , 1999. ~~~ Recorder of Deeds ' 4 I ~I 217 REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF SaQer, Lynn Edward FILE NUMBER 21-02-0578 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 400 shares Electronic Data Systems Corporation. Average value on date of death (see attached statement from Yahoo Finance) $51.09 x 400 = $20,436.00 VALUE AT DATE OF DEATH 20,436 TOTAL (Also enter on line 2 Recaoitulation) $ (If more space is needed, insert additional sheets of the same size) 20 436 EDS: Historical Prices for ELECTRONIC DATA SYS - Yahoo! Finance 4/15/05 11:09 AM ~ Mv Yahoo! Mill! Se~rch I the I,IoJet. jSearchJ YA:aOor~ FINANCE SiQn In New User? Sian Up Finance Home - lli..!.Q Friday, April 15, 2005, II:IIAM ET - U.S. Markets close in 4 hours and 49 minutes. To track stocks & more, Reeister Quotes & Info Enter Symbol(s): I e.g. YHOO, /''OJ] I GO.I Svmbol Lookup I Finance Search Electronic Data Systems Corp (EDS) , Scot/fade :$7 Online Trades ~ "},_ t;iO~ j.. FREE TRhDES , AM EIIITRA DE -A- ~ At 10:51AMET: 20.11 ..... 0.49 (2.3801<<)) .. 1In~' Active Trader Free Trades Open a No Fee IRA Get Free Streamer SET DATE RANGE Get Historical Prices for: ~ ADVERTISEMENT Historical Prices Start Date: I Jun ~ j II'" 1?2.9; Eg. Jan 1,2003 End Date: I Jun ~.I IT 1200: @ Daily o Weekly o Monthly o Dividends Only I Get pricesj First I PP-". I "(-':"~ Il.i")[ PRICES Date Open High Low Close V olwne Adj Close* 47.64 7-Jun-02 50.70 51.79 50.38 51.06 3,287,700 * Close price adjusted for dividends and splits. f'irst I Pre\ I Next II.ilS[ ri~ Download To Spreadsheet 8 Add to Portfolio '(j Set Alert :::J Email to a Friend h tIp: / / fi n ance. y ah 00. coml q/h p 1 s= E DS &a =0 5 &b= 7 &c= 2 00 2 &d=O 5 &e=7 & f=2 00 2 &g =d Page I ofl 217 REV-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SaQer, Lynn Edward Include the proceeds of litigation and the date the proceeds were received by the estate. All prooertv iointlv-owned with riaht of survivorshio must be disclosed on Schedule F. FILE NUMBER 21-02-0578 ITEM NUMBER DESCRIPTION 1 PNC Bank IRA. Failure of beneficiary provision, paid to the estate. 2 EDS Dividend check 3 1978 Pontiac Automobile 4 1970's motorcycle and 1970's motorcycle parts. VALUE AT DATE OF DEATH 8,048 60 50 125 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 8,283 0. PNCBAN< PNC BANK, NATIONAL ASSOCIATION RETIREMENT SERVICES P. O. BOX 3499 PITTSBURGH,PA 15230 000040 Tel 1-888-PNC-IRAS Bank Fin 22-1146430 ESTATE OF LYNN E SAGER BENE OF LYNN E SAGER C/O FREY & TILEY 5 SOUTH HANOVER STREET CARLISLE PA 17013 Statement Period 01-01-02 Thru 12-31-02 Date 01-09-03 Page 1 Plan Type: TRADITIONAL IRA Retirement ID # 4161421296 Date of Birth: 03-20-49 Social Security # 25-6816882 Principal Balance As Of 01-01-02 Contributions For This Statement Current Year Prior Year Rollover Transfer In To Beneficiary Interest Credited This Statement Period Disbursements Death Fed. Withholding Principal Balance As Of 12-31-02 Interest Accrued Not Yet Credited Fair Market Value As Of 12-31-02 (Box 5) Period 0.00 0.00 0.00 o .00 o .00 8,047.62 o .00 8,047.62- 8,047.62 0.00 o .00 o .00 o .00 SUMMARY OF INVESTMENTS Account Maturity Interest Current Interest Total Number Rate Date Credited Value Accrued Value 04256816882 o .00 0.00 0.00 o .00 ---------- ------------ ---------- ------------- Summary Totals o .00 o .00 o .00 o .00 THIS INFORMATION, INCLUDING THE FAIR MARKET VALUE OF THE ACCOUNT (AS INDICATED IN BOX 5 ON IRS FORM 5498), IS BEING FURNISHED TO THE INTERNAL REVENUE SERVICE. SHOULD YOU HAVE ANY QUESTIONS, CALL US AT 1-888-PNC-IRAS (1-888-762-4727). OMS No.1545-0747 I RAC02 06/02 217 REV-1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER SaQer, Lynn Edward 21-02-0578 DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1. 938.342 Shares Oppenheimer Capital Income Fund Class A transfered to surviving spouse Linda Elaine Whyte pursuant to beneficiary provisions. (@10.84) 10,172 100.00% 10,172 2. 186.973 Shares Oppenheimer Capital Appreciation Fund Class A transfered to surviving spouse Linda Elaine Whyte pursuant to beneficiary provisions. ( @ $34.97) 6,538 100.00% 6,538 TOTAL (Also enter on line 7 Recaoitulation) $ 16710 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. (If more space is needed, insert additional sheets of the same size) Historical NA Vs 2113/04 9:02 Ml S! i:' I I:' ~ ~ T ACCESS ACCOUNTS & SERVICES T RESEARCH fUNDS T EXPLORE INVESTMENT TOPICS Historical NAVs Capital Income Fund Class A Inception Date: 12/01/1970 Capital Appreciation Fund Class A Inception Date: 01/22/1981 Date 06/07/2002 NAV Date 10.84 06/07/2002 NAV 34.97 1 Distributions have been paid on this date. The net asset values shown are based in part on prices reported for individual portfolio securities. While the prices are based on sources believed to be reliable, we are not responsible for adjustments in fund net asset values that may be necessary due to price changes on underlying securities or other factors. For more complete information about any of the Oppenheimer funds, including charges and expenses, YillL mav download and view a prospectus now or call OppenheimerFunds Distributor, Inc. at 1.888.470.0862 Read the prospectus carefully before investing. Shares of Oppenheimer funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency and involve investment risks, including the possible loss of the principal amount invested. http://www.oppenheimerfunds.com/weblogi c/h i slori c at N A VS .jsp Page I 0 f I ~ Oppenheimer Funds' Annual Statement January 1, 2002 through December 31, 2002 Page 1 of 1 1",111",111,1111,111111,1111,1,1",1111,1111,1"1,1,1,11,,,1 03.731417.01.01-C1 017245544 RPSS TR IRA FBO LYNN E SAGER 845 CREEK RD CARLISLE PA 17013-8966 Your Financial Advisor HOUSE, GIBC WORLD MARKETS CORP 622 3RD AVE FL 9 NEW YORK NY 10017-6707 At Your Service www.oppenheimerfunds.com 24-hour automated service: 1-800-CALL OPP (225-5677) Representatives available Mon. - Fri. 8 am - 9 pm ET and Sat. 10 am - 4 pm ET (Jan. - Apr.) Oppenheimer Capital Appreciation Fund Class A Fund Value as of 12/31/2002 Shares owned 186.458 Share price $29.91 Market value $5,576.96 Account Number 320 3500000275 Tax 10 Number 161-42-1296 Account Registration RPSS TR IRA FBO LYNN E SAGER Year-to-Date Transaction Detail Transaction Date Transaction Description Dollar Share Amount Price Number of Shares Total Shares Owned 09/26/02 2002 Annual Fee $15.00 $29.15 -0.515 186.458 Activity Summary Be~inning Account Value as of 0110112002 $7,583.62 Additions Year-to-Date Change in Value Year-la-Date -$1,991.66 Ending Account Value as of 7213112002 $5,576.96 Withdrawals Year-to-Date 0.00 -$15.00 OppenheimerFunds News ***IMPORTANT*** Please retain this 2002 annual account statement for your records. You will generally not receive a Form 1099-DIV if you have a retirement account, or if your account earned less than $10.00 in dividends in 2002. Please Note: if the date indicated on your Trust and Disclosure/Custodial document is prior to June 2002, please go to www.oppenheimerfunds.com to download an updated document or call 1.800. CALL OPP. The Fair Market Value of your IRA can be found under 'Fund Value'. If you have multiple accounts, the 'Fund Value' section can be found under 'Fund Detail'. The Trustee of your IRA is Off Trust Company, Trustee, C/O OppenheimerFunds Services, P.O. Box 5270, Denver, CO 80217-5270. We are required to furnish this information to the IRS. OFD-OPBSSSN_021231_005-1-13.MET /25441/00,5442/0025442 - ~ ~ - .,., - ::;? ~ - 0 - c:; - N '" "'! = "'! - 0 .-.: :;;: i2 M <::> en - ~ - - ;;;;;;;;;;;;;;; $ OppenheimerFunds' Annual Statement January 1, 2002 through December 31, 2002 Page 1 of 1 1",111",1111"",11"11,1"1,1,1",11,,,1111,1,,1,1,1,11,,,1 03.731416.01.01-C1017245543 RPSS TR IRA FBO LYNN E SAGER 845 CREEK RD CARLISLE PA 17013-8966 Your Financial Advisor HOUSE, CIBC WORLD MARKETS CORP 622 3RD AVE FL 9 NEW YORK NY 10017-6707 At Your Service www.oppenheimerfunds.com 24-hour automated service: 1-800-CALL OPP (225-5677) Representatives available Mon. - Fri. 8 am - 9 pm ET and Sat. lOam - 4 pm ET (Jan. - Apr.) Oppenheimer Capital Income Fund Class A Fund Value as of 12/31/2002 Shares awned 972.962 Share price $9.52 Market value $9,262.60 Account Number 300 3000033055 Tax 10 Number 161-42-1296 Account Registrfl!ion RPSS TR IRA FBO LYNN E SAGER Year-to-Date Transaction Detail Transaction Date Transaction Description Dollar Share Number Amount Price of Shares $111.48 $11.98 + 9.306 $112.60 $10.74 + 10.484 $113.86 $9.42 + 12.087 $115.31 $9.57 + 12.049 938.342 948.826 960.913 c; 972.962 ~ 12 M o cr.i Total Shares Owned 03/19/02 06/18/02 09/17/02 12/17/02 Dividend Reinvested at .120000 per Share Dividend Reinvested at .120000 per Share Dividend Reinvested at .120000 per Share Dividend Reinvested at .120000 per Share Activity Summary Be~inning Account Value as of 0110112002 $11.046.24 Additions Year-to-Date Chan~ in Value Year-to-Date Ending Account Value as of 12131/2002 $9,262.60 Wittldrawals Year-to-Date 0.00 0.00 -$1,783.64 OppenheimerFunds News ***IMPORTANT*** Please retain this 2002 annual account statement for your records. You will generally not receive a Form 1099-DfV if you have a retirement account, or if your account earned less than $10.00 in dividends in 2002. Please Note: if the date indicated on your Trust and Disclosure/Custodial document is prior to June 2002, please go to www.oppenheimerfunds.com to download an updated document or call 1.800.CALL OPP. The Fair Market Value of your IRA can be found under 'Fund Value'. If you have multiple accounts, the 'Fund Value' section can be found under 'Fund Detail'. The Trustee of your IRA is OFf Trust Company, Trustee, C/O OppenheimerFunds Services, P.O. Box 5270, Denver, CO 80217-5270. We are required to furnish this information to the IRS. OFO-DP8SSSN_021231_00&-1-13.MET 125440 I 0025441/ 0025441 ;j; ~ ~ c; c:; N o.i ~ Ei - = - - - ........... - - - 217 REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER SaQer, Lynn Edward 21-02-0578 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 2,000 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 48 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Register of Wills - Short Certificates 15 8. Lycoming County Recorder of Deeds - copies 3 9. American Stock Transfer and Trust Company - Lost share certificate bond 220 TOTAL (Also enter on line 9, Recapitulation' $ 2286 Debts of decedent must be reported on Schedule I. (If more space is needed, insert additional sheets of the same size) 217 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER S L Ed d aqer _ynn war 21-02-0578 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS 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)] Linda Elaine Whyte, 845 Creek Road, Carlisle, PA 17013 Spouse 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) ~ C'~~ "\t 'X 1 Qj ~ ~ .~ LAST WILL AND TESTAMENT OF LYNN EDWARD SAGER I, Lynn Edward Sager, of West Pennsboro Township, (845 Creek Road, Carlisle), Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills and Codicils heretofore made. . FIRST I direct the payment of my just debts and funeral expenses as soon after my death as may be convenient I direct that all federal and Pennsylvania estate taxes, Pennsylvania inheritance taxes, and generation-skipping transfer tax payable as a result of my death, not limited to taxes attributable to property passing under this Will, shall be paid by my Executor from my residuary estate, including any part of my residuary estate that otherwise qualifies for a deduction for federal estate tax purposes, however, no federal or Pennsylvania estate tax, Pennsylvania inheritance tax, or generation-skipping transfer tax shall be payable from or chargeable to any property that passes to my surviving spouse, whether under this Win or otherwise, and that qualifies for the federal estate tax marital deduction. I direct my Executor not to seek reimbursement for any tax so paid from any beneficiary under this Will, heir of mine, or other transferee of property included in my gross eSfate. SECOND I declare that I am now married to Linda Elaine Whyte and that we have one (1) child, to wit: Morgan St James Sager, a son born October 16, 1992. I have no deceased children nor any other children living by my wife or otherwise. THIRD All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to my wife, Linda Elaine Whyte, her heirs and assigns, to the exclusion of my child or children, born or unborn, provided my said wife shall survive me by a period of ninety (90) days. In the event that my said wife should predecease me or fail to survive me by the aforesaid period of ninety (90) days, then in such event all the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath, in equal shares, per stirpes and not per capita, unto such of my children as shall survive me by ninety (90) days, but should any of them fail to so survive me then the share such deceased child of mine would have received shall pass to such of his or her issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue the same shall lapse and be added to the remaining share or shares. FOURTH Should my wife predecease me and should any person less than twenty-one (21) years of age be entitled to a distribution out of the residuary of my estate pursuant to Paragraph Third herein, I direct such share shall be paid to my brother-in-law, Larry Whyte, of 447 Main Street, GalesvilIe, Maryland, as Guardian of the estate of such person. I further direct that no said Guardian shall be required to post any bond to secure the faithful performance of his or her or its duties in the Commonwealth of Pennsylvania or in any other jurisdiction, and I authorize and direct said Guardian of the estate of such person to receive and to invest said distribution and to pay so much of the income arising thereon together with so much of the principal thereof as in its opinion is necessary or desirable to be expended for the proper maintenance, support and education of such person, and upon such person attaining twenty-one (21) years of age, to pay the then remaining principal together with any undistributed income to such person. FIFTH Should my said wife predecease me and should any child of mine survive me who is less than twenty-one (21) years of age, then in such event, I nominate, constitute and appoint my brother-in-law, Larry Whyte, of 447 Main Street, GalesviIIe, Maryland, as Guardian of the person of such child of mine. SIXTH Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable to any said child or children, shall be made upon the sol receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment and pledge, and free from control by the creditors of any such beneficiary. All shares of principal and income herein given shall be free from anticipation, assignment, pledge or obligations of any beneficiary, and shall not be subject to any execution or attachments. SEVENTH I hereby nominate, constitute and appoint my said wife, Linda Elaine Whyte as Executrix of this my Last Will and Testament I further direct that no bond or other security shall be requirel of any Executor or Executrix appointed in this Will for the performance of his, her or its duties in any jurisdiction in which he, she or it may be called upon to act The terms Executor or Executrix may be used interchangeably in this Will and shall refer to any Executor or Executrix appointed in . this will, or any other Administrator appointed by a court of competent jurisdiction. EIGHTH In addition to, and not in limitation of, the powers conferred by law or by other provisiom of this Will, my Executrix shall have the following powers, each of which may be exercised from time to time by my Executrix in her sole discretion: ~ (a) To retain in the form received, and to sell either at public or private sale, or to distribute in kind, any real or personal property. (b) To manage both real and personal property. (c) To invest and reinvest in all forms of property, notwithstanding the fact that any or all of the investments made are of a character or size which but for this expressed authority would not be considered proper for an Executrix. (d) To exercise any option or rights arising from the ownership of investments. (e) To compromise claims without court approval and without the consent of any beneficiary. (f) To join with my wife, or her personal representative in the filing of any federal income tax return for any year for which I have not filed such return prior to my death and to consent to the treatment of any gifts made by him as being made one- ' half by me for gift tax purposes, notwithstanding the fact that such action may result in additional liabilities to my estate. Any income or gift taxes due on such returns and any deficiencies, interest, penalties or refunds thereon, shall be allocated between my estate and my wife or her estate, or all to any of them, in sucl manner as my Executrix and my said wife or her personal representative may agree IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, written on two (2) pages, this 13th day of April, 1994. + ~~~(SEAL) ynn Edward Sager t/ Signed, sealed, published, and declared by Lynn Edward Sager, the Testator above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. #- 0.7-; ~~J!w1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX 06-12-2006 SAGER 06-07-2002 21 02-0578 CUMBERLAND 101 APPEAL DATE: 08-11-2006 (See reverse side under Objections) Amount Remitted I I 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-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX LYNN E FILE NO. 21 02-0578 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN ; \. (> ) STEf'HEN D .JilEY FREV & TIlEY 5 S.HAN~VER ST CA~LISLE PA 17013 ESTATE OF SAGER REV-1547 EX AFP (06-05) LYNN E TAX RETURN WAS: (X) ACCEPTED AS FILED DATE 06-12-2006 ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. JointlY Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 96.375.00 20.436.00 .00 .00 8.283.00 .00 16.710.00 (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 NOTE: If an assessment was issued previOUSly, lines reflect figures that include the total of ALL 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: (9) (10) 2.286.00 .00 (11) (12) (13) (14) NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment. 141.804.00 2.286 00 139.518.00 .00 139.518.00 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. 139.518.00 X 00 = .00 X 045 = .00 X 12 = .00 X 15 = (19)= .00 .00 .00 .00 .00 {+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. flJ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU I1AY BE D A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) , Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 TILEY STEPHEN DOUGLAS FREY & TILEY 5 S HANOVER STREET CARLISLE, PA 17013-3385 f'..) r....J Date: 5/22/2007 C.'\ RE: Estate of SAGER LYNN EDWARD File Number: 2002-00578 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/07/2007 please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle/ PA 17013 phone: (717) 240-6345 Date: 5/22/2007 ,--'I r"- WHYTE LINDA ELAINE (~) 845 CREEK ROAD CARLISLE, PA 17013 r"~) f',,} A'~"':'-J RE: Estate of SAGER LYNN EDWARD File Number: 2002-00578 Ci"\ Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES/ NO. 103 SUPREME COURT RULES DOCKET NO. 1/ for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/07/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ I' ! / Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF ~~:,/~~ COUNTY, PENNSYLVANIA Name of Decedent: L.,VA/A/ ~e::t'N.fJA7e'/ - ~";J Date of Death: T~~ ~ /2s:J&'::2 FileNumber:dl- CJ2 -~~?8 , Pursuant to Pa. O.c. Rule 6.12, 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: . . . . . . . . . . . . . . . . . . .' ~s DNa 2. If the answer is No, state when the personal representative reasonably believes that the adririnistration will be complete: 3. If the answer to No.1 is YES, state the following: a. Did the personal representative file a finaI'account with the Court? . . . . . .. DYes ~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ..............,................. - ~s 0 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. Dace ~ ~? (/ /: ci?e>P? oJ co c""') . L~ U- ...."... S -; r-- C-:"::1 C~_J c~-...J [.1:2 C~:::.- Telephone Form RIY-/G rev. 10./3.06 FIRST AND FINAL ACCOUNT OF LINDA ELAINE WHYTE, EXECUTRIX OF THE LAST WILL AND TESTAMENT OF LYNN EDWARD SAGER, LATE OF WEST PENNSBORO TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED DATE OF DEATH: 07 -Jun-02 FILE NO. 21-02-0578 Date 07 -Jun-02 07 -Jun-02 07-Jun-02 07 -Jun-02 07 -Jun-02 07-Jun-02 LETTERS TESTAMENTARY ADVERTISED: CUMBERLAND LAW JOURNAL (Not Advertised) THE SENTINEL (Not Advertised) PRINCIPAL RECEIVED REAL ESTATE Accountant charges herself with the following real estate principal received: Undivided one-half interest in 61.4 acres in the Township of Muncy Creek, County of Lycoming, Commonwealth of Penna. (2002 assessed value $129,720 / common level ratio of 67.3% = $192,749. Divided by two equal tenants in common, equals estimated value of $96,375 to estate. No reduction for life estate retained by Thelma S. Ryder, who continues to reside at the property. 96,375.00 PERSONAL PROPERTY Accountant charges herself with the following principal amuonts received: 400 shares Electronic Data Systems Corporation. Average value on date of death $51.09 x 400 = $20,436.00 20,436.00 938.342 shares Oppenheimer Capital Income Fund Class A @ $10.84 10,171.63 186.973 Shares Oppenheimer Capital Appreciation Fund Class A @ $34.97 6,538.45 50.00 1978 Pontiac Automobile 1970's Motorcycle and 1970's Motorcycle Parts 125.00 1 st and Final Account - Informal - Estate of Lynn Edward Sager Page I 08-Aug-02 23-Sep-02 22-0ct-02 Date 16- Feb-04 16-Feb-04 Date 20-Jun-02 19-Ju1-02 25-Ju1-02 EDS Dividend Check EDS Dividend Check PNC Bank - IRA paid to estate upon failure of beneficiary provIsIon TOTAL PRINCIPAL RECEIVED INCOME RECEIVED Accountant charges herself with the following income amounts received: Gain (Loss) on liquidation of Oppenheimer Capital Income Fund, Class A, includes divdidend reinvestments since date of death . (total received $12,657.98) Gain (Loss) on liquidation of Oppenheimer Capital Appreciation Fund, Class A, includes divdidend reinvestments since date of death (total received $7,435.74) TOTAL INCOME RECEIVED DISBURSEMENTS Accoutant claims credit for the following amounts paid: Register of Wills - Probate Fee Register of Wills - Short Certificates Lycoming County Recorder of Deeds (copy of deed) 1 st and Final Account"- Informal - Estate of Lynn Edward Sager 60.00 60.00 8,047.62 141,863.69 2,486.35 897.29 3,383.65 48.00 15.00 2.50 Page 2 23-Jan-04 American Stock Transer & Trust (Lost Certificate Bond) 219.56 16-Feb-04 Frey & Tiley - Attorney's Fees 2,000.00 26-Apr-06 Register of Wills - Filing Fee Inheritance Tax Return 15.00 26-Apr-06 Register of Wills - Additional Probate Fee 235.00 01-Jun-07 Exemplified copy of Cumberland County Record 40.00 o I-Jun-07 File Exemplified copy of Cumberland County Record in Lycoming County 252.00 01-Jun-07 Confirmation of Tax Paid on Real Estate Lycoming County 5.00 01-Jun-07 Record Deed for Real Estate in Lycoming County 48.50 01-Jun-07 Frey & Tiley - Attorney's Fees (Final Payment) Waived TOTAL DISBURSEMENTS 2,880.56 RECAPITULATION Balance for Distribution 141,863.69 3,383.65 145,247.34 2,880.56 142,366.78 Total Principal Received Total Income Received Total Receipts Less Total Disbursements 1 st and Final Account - Informal - Estate of Lynn Edward Sager Page 3 PROPOSED SCHEDULE OF DISTRIBUTION Linda Elaine Whyte - 100% of Residuary 845 Creek Road Carlisle, PA 17013 142,366.78 In-Kind Distribution of 400 Shares EDS stock In-Kind Distribution of undivided 1/2 interest in Muncy Creek real estate In-Kind Distribution of Oppenheimer Capital Income Fund, Class A In-Kind Distribution of Oppenheimer Capital Appreciation Fund, Class A In-Kind Distribution of 1978 Pontiac Automobile In-Kind Distribution of 1970's Motorcycle and Motorcycle Parts Final Cash Distribution with this Account 20,436.00 96,375.00 12,657.98 7,435.74 50.00 TOTAL DISTRIBUTION 125.00 5,287.06 142,366.78 COMMONWEALTH OF PENNSYLVANIA .SS.: COUNTY OF CUMBERALND Before me, the undersigned officer, personally appeared Linda Elaine Whyte, Executrix of the Last Will and Testament of Lynn Edward Sager, Deceased, who, being duly sworn according to law, desposes and says that the foregoing First and Final Account and Proposed Schedule are true and correct to the best of his know ledge, information and belief. ~~~~ Linda Elaine Whyte Sworn to and subscribed before me s-l thiS' dayof 3","", ~.. . ( ~t r;1.~ NOTARiAl SEAl TRISHA A. UESS, Notary p,,* Borough of Carlisle, Cumbo Coooty, PA My Commission Expires May 20,2010 1 st and Final Accourt. - Informal - Estate of Lynn Edward Sager Page 4