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HomeMy WebLinkAbout03-0902l"L 1 1 1 IUF~ tull ~mte of Robin E. Reed a~o known a~ Robin Edward Reed also known as Robin E. Reed, or. , Deceased. Socia! Security No. 577-01-4752 To: Register of '~ill~ for. the, County of oumuerzana in Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/~l 8 years of age or older an the execut or in the last will of the above decedent, dated January 26 and codicil(s) dated thc named ,1999 (state relevant circ,lmstance.m, e.g. rentmeiagon, death of executor, etc.) Decendent was domiciled at death in Cumberland is ' · ' 3810 Chippen,a~ Rd. ~hla~§~}i~a, with ~ Jastfarmlv or_pnnclpal ri;sidence at ' t;ummer-ana t~ouncy, PennsyJ_van~.a (list street, number aad muneipality} Decendent, then 86 years of age, died October 17, 2003 . lxjK at 3810 Chippenham Rd., Mechanicsburg: Cumbnr'lnnd County~ PA ' Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution o£ the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: -- Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (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: $125,000.00 WHEREFORE, petitioner(s) respectfully request(s) the presented here~vith and the grant of letters testamentary theron. , ~ . 3810 Chippenham Road n-- Mechanicsburg, PA 17050 ._~ probate of the last will and codicil(s) (teatamenmry; administration mt.a.: administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF The petitioner(s) above-named swear(s) or affirm(s) that the statements in the for~loing petition are true and correct to the best of the knowledge and beli~2'~of j~ctitioner(s) and that ~%m/laersonal represen- tat,ye(s) of the above decedent petitioner(s)will well//a~t.t/~, tlY/a~ster the/es~acc.0_rding to law. Sworn to or affirmed and subscribed ,- ~,,.~t,~,~/L/''L'//i<~/CT-//'~r~,t,~X.. ~ ~ beff. o~.re me this q.~/,k~7- da,, of [ ~Richard Bruce Kostiuk '~ ~' No. Est.qte of Robin E. Reed, a/k/a Robin Edward Reed, a/k/a Deceased ! Robin E. Reed, Jr. DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~ ~ c~ / ~~. 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 January 26, 1999 described therein be admitted to probate and filed of record as the last will ofR°bin E. Reed, a/k/a Robin Edward Reed, a/k/a Robin E. Reed, Jr. and Letters Testamentary are hereby granted to Richard Bruce Kostiuk FEES Probate, Letters. Etc .......... Short_Certificates( ) ....... $.,, t~enuncmt:on ................ $., $ TOTAL Filed . 0~ .~./.,.. ~-~a ........... Gerald J. Shekletski #40486 ATTORNEY(Sup. Ct.I.D. No.) 414 Bridge St., New Cumberland, PA 17070 ADDRESS (717) 774-7435 PHONE 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 thc 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 96487,99 No. Local Registrar Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ' ~bin E. ~d Jr I,. ~'- 577 -- 01 -- 4752 4 ,. 86 ~ i ~ 4-10-17 , m~rt, RI .,D ~,,.~ ~S ~D I I '- _ ~rl~d H~ ~ 3810 C~n~ ~ ~~.. ~e~m'susu~t ~u~ I~. I". I,. 1,0.  C~.T'S ~msyiv~ H~ 3810 ~ip~ R~ *mu~ ,~..~. ~ ,,..~ ~.~ ~ch~icsb~g, PA 17050 ~ ,.. ~u~,, ~. n~u ~. I ~le "U~o~" J~. Rinha~ m~V~"k I~ 3810 ~~m ~d ~~"' I [ [~*.m~. ~ I.. 6:15 ~..I. 10-11-05 I. ..~ *~ 'IDICAL EXAMINER/CORONER 'ep\~ill~\reed.rob\l-99 LAST WILL AND TESTAMENT OF ROBIN E. REED a/k/a ROBIN EDWARD REED I, ROBIN E. REED, a/k/a ROBIN EDWARD REED, of Hampden Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I recite these personal and historical facts: I was born in Newport, Rhode Island, on April 10, 1917, a child of Robin E. Reed and Myrtle E. Reed. I was married to Katherine K. Reed whom I married November 27, 1964, and who died December 12, 1995. Through my marriage to Katherine K. Reed, I am the step-father of Richard Bruce Kostiuk. My grandchildren through Richard Bruce Kostiuk are Jennifer Anne Kostiuk, born January 10, 1976, Karen Anne Kostiuk, born July 28, 1977, Laura Anne Kostiuk, born February 2, 1979, Katherine Elizabeth Kostiuk, born August 7, 1987, and Matthew Christopher Kostiuk, born February 8, 1991. ITEM II: Upon my death, I direct that my mortal remains be cremated, that there be no public viewing of my body or services held, and that my ashes be disposed of in the Susquehanna River. ITEM III: I direct that my automobiles, household and personal effects and other tangible personalty of like nature (not including Page 1 of 9 cash or securities) together with any existing insurance thereon to be distributed by my Executor as my Executor deems appropriate in his sole discretion. ITEM IV: I hereby make the following specific bequests to the persons hereinafter named: A. $5,000.00 to my granddaughter, KAREN ANNE KOSTIUK, if she survives me. B. $5,000.00 to my granddaughter, LAURA ANNE KOSTIUK, if she survives me. C. $10,000.00 to my granddaughter, KATHERINE ELIZABETH KOSTIUK, if she survives me. D. $10,000.00 to my grandson, MATTHEW CHRISTOPHER KOSTIUK, if he survives me. Further, I direct that the above stated specific bequests be distributed to the beneficiaries above named no sooner than on their 21st birthdays, respectively. If a grandchild named above has not attained the age 21 years at the time of my death, that grandchild's bequest shall be held by my Executor as guardian until such time as such grandchild's 21st birth. Should a grandchild predecease me or die prior to his or her 21st birthday, I direct that his or her bequest be added to and distributed as a part of the residue of my estate. Page 2 of 9 ITEM V: I bequeath the total sum of $50,000.00 to the Trustee hereinafter named, IN TRUST, as hereinafter set forth. The Trustee shall divide the principal into equal and separate shares of $25,000.00 each for my grandchildren, KATHERINE ELIZABETH KOSTIUK and MATTHEW CHRISTOPHER KOSTIUK, to be used for the following uses and purposes: A. To expend and apply so much of the net income and the principal of the Trust as the Trustee shall, in the Trustee's sole discretion, deem advisable for the child's educational expenses (including college education and trade school) subject to the limita- tions hereinafter set forth. Income not used for such purposes in any year shall be accumulated and added to principal. B. In order to be entitled to the use of his or her trust funds, I direct that a grandchild must maintain an overall C average for each semester or marking period provided, however, that this restriction shall not apply to the payment of educational expens- es prior to and for the grandchild's first semester of college educa- tion or trade school. C. If either grandchild does not use the entire principal and interest in his or her education trust and has main- tained an overall C average throughout college or trade school and has received a degree from such college or trade school, then such grand- Page 3 of 9 child shall be entitled to receive the balance of principal and interest remaining in his or her trust upon receipt of a diploma from college or trade school. D. Should a grandchild die before receiving the entire balance of his or her trust, or should a grandchild fail to maintain an overall C average for a semester or marking period, or should a grandchild fail to receive a diploma from college or trade school on or before his or her 25th birthday, then the entire balance remaining in trust for that grandchild's benefit shall be paid pursuant to Item V.E. below. E. Any funds not distributed to my grandchildren pursuant to the educational trust outlined above shall be distributed to the CUMBERLAND COUNTY LIBRARY SYSTEM, to be used by the CUMBERLAND COUNTY LIBRARY SYSTEM for such purposes as the CUMBERLAND COUNTY LIBRARY SYSTEM deems appropriate in its sole discretion. ITEM VI: I devise and bequeath all of the rest, remainder and residue of my estate, of every nature and wherever situate, as fol- lOWS: A. B. 50% to the AMERICAN CANCER SOCIETY. 50% to the EPILEPSY FOUNDATION OF AMERICA, Washington, D.C. Page 4 of 9 ITEM VII: I appoint my Executor and his successors guardian of any property which passes, either under this will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this ap- pointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including college education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. ITEM VIII: The interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alien- ation. ITEM IX: I appoint RICHARD BRUCE KOSTIUK Trustee of any trust created under this my Last Will and Testament. I appoint SHEILA KOSTIUK successor Trustee should Richard Bruce Kostiuk be unable to service as Trustee for whatever reason. ITEM X: My Trustee shall have the following powers, in addition to those vested in him by law, and by other provisions of my will Page 5 of 9 applicable to all property, whether principal or income, including property held for minors, exercisable without court approval and effective until actual distribution of all property: A. To retain any or all of the assets of my estate, real or personal, without regard to any principle of diversification. B. To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, whether operated by my corporate fiduciary or others, without restriction to investments authorized for Pennsylvania fiduciaries, as he deem proper, without regard to any principal of diversification. C. To sell at public or private sale, to exchange or to lease for any period of time any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as he deem proper. D. To allocate receipts and expenses to principal or income, or partly to each, as he, from time to time, think proper in his sole discretion. E. To borrow from, or to sell to, my Trustee even though such Trustee may be my Executor. F. To compromise any claim or controversy. G. To terminate, without prior court approval, a trust and pay the remaining funds in such trust outright to the trust beneficia- Page 6 of 9 ry should my Trustee, in his sole discretion, determine that the size of a trust does not warrant the cost of continuing it, or that its administration would be impractical for any reason. ITEM XI: I appoint RICHARD BRUCE KOSTIUK Executor of this my last will. Should RICHARD BRUCE KOSTIUK fail to qualify or cease to act as Executor, I appoint SHEILA KOSTIUK Executrix of this my last will. ITEM XII: I direct that my Executor and Trustee or their succes- sors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM XIII: I direct that the bequests set forth in Item IV first be paid and then the bequests set forth in Item III be paid should there be insufficient assets to pay both. ITEM XIV: No provision is made in this will for RICHARD BRUCE KOSTIUK, not because of any lack of affection for him, but because I have provided for him during my lifetime. IN WITNESS W~EREOF, I, ROBIN E. REED, a/k/a ROBIN EDWARD REED, have hereunto set my hand and seal this ~![,&~ day of /~/~,~/~/ , 1999. ROBIN E. REED a/k/a ROBIN EDWARD REED Page 7 of 9 SIGNED, SEALED, PUBLISHED and DECLARED by ROBIN E. REED, a/k/a ROBIN EDWARD REED, the Testator above named, as and for his Last Will and Testament, and in the presence of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses. Address Addre s s COMMONWEALTH OF PENNSYLVANIA: : SS: COUNTY OF CUMBERLAND : I, ROBIN E. REED, a/k/a ROBIN EDWARD REED, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instrument as my last will; that I signed it will- ingly and that I signed it as my free and voluntary act for the purposes therein contained. RO~-IN E. REED a/k/a ROBIN EDWARD REED Sworn to or affirmed to and acknowledged before me by ROBIN E. REED, a/k/a ROBIN EDWARD REED, the , 1999. NOTARIAL SEAL CONSTAI'~CE.,L. KARLI, Notary Publlc New Cumberl~,[~d, PA Cumberland Co. My Commission Expires April 13, 19~Jge Te:ator, this ~ ~ day of Notary Public 8 of 9 COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF CUMBERLAND : We ,/~~.~/~~ and the witnessesw~ose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw Testator sign and execute the instrument as his last will; that Testator signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; that to the best of our knowledge, the Testator was at that time eighteen or more years of age, of sound mind and under no con- straint or undue influence. Sworn to or affirmed to and acknowledged before me by witnesses'~this O~ day of ~"V , 1999. Page 9 of 9 CERTIFICATION OF NOTICE UNDER RU?.W. 5.6 (a) Name of Decedent: Robin E. Reed a/k/a Robin Edward Reed a/k/a Robin E. Reed, Jr. Date of Death: October 17, 2003 Will No. 2003-00902 To the Register: I certify that notice of beneficial interest 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 December 18, 2003. Karen Elizabeth Kostiuk c/o Richard Bruce Kostiuk 3810 Chippenham Road Mechanicsburg, PA 17050 Matthew Christopher Kostiuk c/o Richard Bruce Kostiuk 3810 Chippenham Road Mechanicsburg, PA 17050 Laura Anne Kostiuk 4803 Eades St. Rockville, MD 20853 Karen Anne Kostiuk 4803 Eades St. Rockville, MD 20853 American Cancer Society Capital Region 3211 N. Front St. Harrisburg, PA 17110 Epilepsy Foundation of America 4351 Garden City Drive Landover, MD 20785 Commonwealth of Pennsylvania Office of Attorney General Charitable Trusts & Organizations 14th Floor, Strawberry Sq. Harrisburg, PA 17120 Notice ha~ now been given to Rule 5.6(9). Date: _ .~ . Richard Bruce Kostiuk 3810 Chippenham Road Mechanicsburg, PA 17050 all persons e,D~tl_~ed thereto under aid ~ekl~tski, EsqUire 414 Bridge Street New Cumberland, PA 17070 717-774-7435 Capacity: Personal Representative X Counsel for Personal Representative ' REV-1500 EX (6 00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 OFFICtAL USE ONLY REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 -- 2003 0902 COUNTY CODE YEAR NUMBER DECEDENTS NAME (LAST. FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~ Reed, Robin E 577-01-4752 Z ' ILl DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ~ 10/17/2003 04/10/1917 REGISTER OF WILLS LU (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER uJ z O0 U O z z X k- L~ 1. Original Return [~ 4. Limited Estate E~ 6 Decedent Died Testate (Attach copy of Will) g~ 9 Litigation Proceeds Received I J 2. Supplemental Return ~] 3. Remainder Return (date of death prior to 12-13-82) [~4a. Future Interest Compromise (date of death after 12-12-82) ~ 5. Federal Estate Tax Return Required ~ 7. Decedent Maintained a Living Trust (Attach copy of Trust) ~11 8. Total Number of Safe Deposit Boxes [~ 1 0. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) [-~ 1 1. Election to tax under Sec. 9113(A)tAt~achSchO) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME Gerald J. Shekletski, Esq. FIRM NAME (If Applicable) Stone, Lafaver & Shekletski TELEPHONE NUMBER (717) 774-7435 COMPLETE WILING ADDRESS 414 Bridge St. P.O. Box E New Cumberland, PA 17070 1 ~ Real Estate (Schedule A) (1) 2 Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) [~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8 Total 6ross Assets (total Lines 1-7) 9. Fun eral Expenses & Administrative Costs (Schedule H) (9) 1 0. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 1 1 Total Deductions (total Lines 9 & 10) 1 2, Net Value of Estate (Line 8 minus Line 11) 13. 35,925. ~6.' 0.00 0.00 42,681.33 0.00 140,014.55 OFFtCIAL USE ONLY (6) 29,152.67 0.00 218,621.64 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (11) (12) (13) 29,152.67 189,468.97 90,243.97 99,225.00 1 4. Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 1 5 Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 1 6. Amount of Line 14 taxable at lineal rate 1 7. Amount of Line 14 taxable at sibling rate 1 8. Amount of Line 14 taxable at collateral rate 19. Tax Due 90,243. 97 x .00__ 99,225.00 x.O45 (16) 0.00 x .12 (17) 0.00 x .15 (18) (19) > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 0.00 4,465.13 0.00 0.00 4,465.13 2W4645 1 000 Decedent's Complete Address: S~EETADDRESS 3810 ChippenhamRd. c~ Mechanicsburg STATE Z~P 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty 0.00 0.00 0.00 0.00 0.00 (1) Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) (3) 4,465.13 0.00 0.00 4,465.13 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF I/VILLS, AGENT (5B) 4,465.13 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "'X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ....................... [~ b. retain the right to designate who shall use the property transferred or its income; ......... [~ c. retain a reversionary interest; or ................................ [~] E~ d. receive the promise for life of either payments, benefits or care? ................. E~ 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 QUESTION,~S YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of/~erjury, I declare that t h ...... ined this return, includin,/~ac/omp~nying schedul .... d stat .... t .... d to the best of my knowledge and belief, it is t ......... t and complete. Declaration of .r~NS~rer)o~e, than ,~e p ...... ' representative is based o¢/n~rma~)n of which prep .... . .... .knowledge SIGNATURE O~..~I~R,.~.,CN RESPC'NSIBt~OR~ FILING RETU~///~ [~TE / ~DRESS 3810 Chippenh~ Rd. ~ _ , f , Mechanicsburg~PA 17050 SIGNA~RE OF PREPA~~PR~~~ D~TE ~DRESS~Z, ~dge~ ~~~S~=ee[~~ //~" New C~erland, PA 17070 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S.§ 9916 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. § 9116 (a) (1.1) (ii)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. § 9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. § 9116(1.2) [72 P.S. § 9116(a)(1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. § 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 2w4646 1.000 ~p\wills\reed.rob\l-99 LAST WILL AND TESTAMENT OF ROBIN E. REED a/k/a ROBIN EDWARD REED I, ROBIN E. REED, a/k/a ROBIN EDWARD REED, of Hampden Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously n~:~de by me. ITEM I: I recite these personal and historical facts: I was born in Newport, Rhode IslaR<!, on April 10, 1917, a child of Robin E. Reed and Myrtle E. Reed. I was married to Katherine K. Reed whom I married November 27, 1964, an~ ~;~'~o died December 12, 1995. Through my marriage to Katherine K. Reed, i am the step-father of Richard Bruce Kostiuk. My grandchildren through Richard Bruce Kostiuk are Jennifer Anne Kostiuk, born January 10, 1976, Karen Anne Kostiuk, born July 28, 1977, Laura Anne Kostiuk, born February 2, 1979, Katherine Elizabeth Kostiuk, born August 7, 1987, amd Matthew Christopher Kostiuk, born February 8, 1991. ITEM II: Upen my death, I direct that my mertal remains be crema%ed, ~hat there be ne public viewing of my bedy er services held, and that my ashes be dispesed ef in the Susquehanna River. ITEH II!: t direct tha% my autemebiles, heuseheld and persenal effec%s and ether tangible personalty of like nature (net including ~'age 1 of 9 cash or securities) together with any existing insurance thereon to be distributed by my Executor as my Executor deems appropriate in his sole discretion. ITEM IV: I hereby make the following specific bequests to the persons hereinafter named: A. $5,000.00 to my granddaughter, KAREN ANNE KOSTIUK, if she survives me. B. $5,000.00 to my granddaughter, LAURA ANNE KOSTIUK, if she survives me. C. $10,000.00 to my granddaughter, KATHERINE ELIZABETH KOSTIUK, if she survives me. D. $10,000.00 to my grandson, MATTHEW CHRISTOPHER KOSTIUK, if he survives me. Further, I direct that the above stated specific bequests be distributed to the beneficiaries above named no sooner than on their 21st birthdays, respectively. If a grandchild named above has not attained the age 21 years at the time of my death, that grandchild's bequest shall be held by my Executor as guardian until such time as such grandchild's 21st birth. Should a grandchild predecease me or die prior ~o his or her 21st birthday, I direct that his or her bequest be added to and distributed as a part of the residue of my estate. Page 2 of 9 ITEM V: I bequeath the total sum of $50,000.00 to the Trustee hereinafter named, IN TRUST, as hereinafter set forth. The Trustee shall divide the principal into equal and separate shares of $25,000.00 each for my grandchildren, KATHERINE ELIZABETH KOSTIUK and MATTHEW CHRISTOPHER KOSTIUK, to be used for the following uses and purposes: A. To expen~ and apply so much of the net income and the principal of the Trust as the Trustee shall, in the Trustee's sole discretion deem advisable for mhe child's educational expenses (including college education an~.i trade school) subject to the limita- tions hereinafter set forth. !r~come not used for such purposes in any year shall be accumulated and added to principal. B. In order to be entitled to the use of his or her trust funds, I direct that a grandchild must maintain an overall C average for each semester or marking period provided, however, that this restriction shall not apply to the payment of educational expens- es prior to and for the grandchild's first semester of college educa- tion or trade school. C. If either grandchild does not use the entire principal and interest in his or her education trust and has main- tained an overall C average throughout college or trade school and has received a degree from such c~kege or trade school, then such grand- ~,~.ge 3 of 9 child shall be entitled to receive the balance of principal and interest remaining in his or her trust upon receipt of a diploma from college or trade school. D. Should a grandchild die before receiving the entire balance of his or her trust, or should a grandchild fail to maintain an overall C average for a semester or marking period, or should a grandchild fail to receive a diploma from college or trade school on or before his or her 25th birthday, then the entire balance remaining in trust for that grandchild's benefit shall be paid pursuant to Item V.E. below. E. Any funds not distributed to my grandchildren pursuant to the educational trust outlined above shall be distributed to the CUMBERLAND COUNTY LIBP~AR¥ SYSTEM, to be used by the CUMBERLAND COUNTY LIBRARY SYSTEM for such purposes as the CUMBERLAND COUNTY LIBRARY SYSTEM deems appropriate in its sole discretion. ITEM VI: I devise and bequeath all of the rest, remainder and residue of my estate, of every nature and wherever situate, as fol- lOWS: A. B. 50% to the AMERICA/~ CANCER SOCIETY. 50% to the EPILEPSY FOUNDATION OF AMERICA, Washington, D.C. Page 4 of 9 ITEM VII: I appoint my Executor and his successors guardian of any property which passes, either under this will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this ap- pointment of a guardian shall not supersede the right of any fiduciary in its discretion to distrib~3te a share where possible to the minor or to another for the minor's oenefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and educatio~ (including college education, both graduate and undergraduate) wit!~_out regard to his or her parent's ability to provide for such ~.up~©rt and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. ITEM VIII: The interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alien- ation. ITEM IX: I appoint RICHARD BRUCE KOSTIUK Trustee of any trust created under this my Last Will and Testament. I appoint SHEILA KOSTIUK successor Trustee should Richard Bruce Kostiuk be unable to service as Trustee for whatever reason. ITEM X: My Trustee shall have the following powers, in addition to those vested in him by la%.~, and by other provisions of my will ~ge 5 of 9 applicable to all property, whether principal or income, including property held for minors, exercisable without court approval and effective until actual distribution of all property: A. To retain any or all of the assets of my estate, real or personal, without regard to any principle of diversification. B. To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, whether operated by my corporate fiduciary or others, without restriction to investments authorized for Pennsylvania fiduciaries, as he deem proper, without regard to any principal of diversification. C. To sell at public or private sale, to exchange or to lease for any period of time any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as he deem proper. D. To allocate receipts and expenses to principal or income, or partly to each, as he, from time to time, think proper in his sole discretion. E. To borrow from, or to sell to, my Trustee even though such Trustee may be my Executor. F. To compromise any claim or controversy. G. To terminate, without prior court approval, a trust and pay the remaining funds in such trust outright to the trust beneficia- Page 6 of 9 ry should my Trustee, in his sole discretion, determine that the size of a trust does not warrant the cost of continuing it, or that its administration would be impractical for any reason. ITEM XI: I appoint RICHARD BRUCE KOSTIUK Executor of this my last will. Should RICHARD BRUCE KOSTIUK fail to qualify or cease to act as Executor, I appoint SHEILA KOSTIUK Executrix of this my last will. have hereunto set my hand and seal this 1999. ITEM XII: I direct that my~Executor and Trustee or their succes- sors shall not be required co give bond for the faithful performance of their duties in any jurisdi~-tion. ITEM XIII: I direct th ~t tile bequests set forth in Item IV first be paid and then the bequests set forth in Item III be paid should there be insufficient assets to pay both. ITEM XIV: No provision is made in this will for RICHARD BRUCE KOSTIUK, not because of any lack of affection for him, but because I have provided for him during my lifetime. IN WITNESS WI~EREOF, I, ROBIN E. REED, a/k/a ROBIN EDWARD REED, ~'~ day of ~.~i~.~,;r'~~''~ , ROBIN E. REED Page 7 of 9 SIGNED, SEALED, PUBLISHED and DECLARED by ROBIN E. REED, a/k/a ROBIN EDWARD REED, the Testator above named, as and for his Last Will and Testament, and in the presence of us, who at his request, in his presence and in the presence of each other, have subscribed our names I/ as witnesses. Address Addre s s COMMONWEALTH OF PENNSYLVANIA: : SS: COUNTY OF CUMBERLAND : I, ROBIN E. REED, a/k/a ROBIN EDWARD REED, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instrument as my last will; that I signed it will- ingly and that I signed it as my free and voluntary act for the purposes therein contained. ROBIN E. REED a/k/a ROBIN EDWARD REED Sworn to er affirmed te and acknowledged before me by ROBIN E. REED, a/k/a ROBIN EDWARD REED, . 5.5~ 1999 NOTABIAL SSAL CONSTA?ICE L. KARLI, Notary Public New Cumberland, PA Cumberland Co. My Commission ~pir~ ~ri113, 1~ the Tes_tator, this / day of Notary Public 8 of 9 COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF CUMBERLAND : We,. ~~~~ and ~ ~ the witnesses W~ose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw Tes~-ator sign and execute the instrument as his last will; that Testator sigQed willingly and that he executed it as his free and voluntary ac~ for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; that to the best of ,_~r knowledge, the Testator was at that time eighteen or more years of age, of sound mind and under no con- straint or undue influence. ~/~itness Sworn to or affirmed to and acknowledged before me by wiZnesses, this day of - ~cZ/~:L~ %-~1 , 1~99. Page 9 of 9 REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Reed, Robin E. 21-2003-0902 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBEI DESCRIPTION OF DEATH 1. 28,752.00 U.S. Series EE Savings Bonds Principal Value $15,000.00 Interest $13,752.00 Total Principal Value + Interest + $28,752.00. 200 shares General Electric Company common stock. Date of death value of 200 shares x $28.55 per share = $5,710.00 38 shares Prudential Financial, Inc. common stock. Date of death value of 38 shares x $38.52 per share = $1,463.76 5,710.00 1,463.76 TOTAL (Also enter on line 2. Recapitulation) $ 35, 925. 7 6 2w4696 3000 (If more space is needed, insert additional sheets of the same size) Savings Bond Calculator Page 1 of 1 10/2003 Up (late Help Savinc Series Denomination EE Bonds $10,000 Serial Number Issue Date # Bonds Total Price 3 $15,000.00 Issue Serial Number Issue Date Series Denom Price X2712548EE 09/1992 EE $10,000 $5,000.00 X2712549EE 09/1992 EE 10,000 5,000.00 X2712550EE 09/1992 EE 10,000 5,000.00 Total Interest $13,752.00 Interest Value $4,584.00 $9,584.00 4,584.00 9,584.00 4,584.00 9,584.00 Total Value YTD Iw $28,752.00 $1,656':UC Interest Next Final Rate Accrual Maturit'. 6.00% 03/2004 09/202~ 6.00% 03/2004 09/2022 6.00% 03/2004 09/202~ Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator Submit Survey II Reset] http ://wwws.publicdebt.treas. gov/BC/SBCPrice 12/5/2003 GE: Historical Prices for GENERAL ELEC CO - Yahoo! Finance Page 1 of 2 Services Bill Pay - Funds Transfer - PayDirect Finance Home- My Yahoo!- Thursday, March 4, 2004, 9:57am ET - U.S. Markets close in 6 hours and 3 minutes. Welcome, jerryshekesq [Sign Out] Honey Hanager - Customize Finance Accounts [ manage - add ] Portfolios [ manage - create - add broker~ I Expense Mgr Quotes General Electric Co (GE) }...:?.~,: ,.¢. 3lick Hem · Open an account · Get Free Trades for a Honth Historical Prices SET DATE RANGE Start Date: Oct 17 End Date: Oct 17 GO! · $7 Trades, Open w/$500 · _Free Dow ]ones News! 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Delay times are 15 rains for NASDAQ, 20 rains for NYSE and Amex. See also delay times for other exchanges. Historical chart data and daily updates provided by Commodity Systems, Inc. (CSl).Quote data provided by Reuters. Data and provided for informational purposes only, and is not intended for trading purposes. Neither Yahoo! nor any of its data or content as Reuters, CS:[ and exchanges) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereor the Yahoo! site, a user agrees not to redistribute the information found therein. http://finance.yahoo.com/q/hp?s=GE&a=O9&b=lT&c=2OO3&d=O9&e=lT&f=2OO3&g=d 3/4/2004 -. I~RU: Historical Prices for PRUDENTIAL FINL - Yahoo! Finance Page 1 of 2 .... ' FINANCE,.,'% .... .,~ .._"-'-* _:~- ~ ~., ~ Finance Home - My Yahoo! Thursday, March 4, 2004, 10:01am ET - U.S. Markets close in 5 hours and 59 minutes. Welcome, jerryshekesq [Sign Out] Money Manager - Customize Finance Services Accounts [ manage - add ] Portfolios [ manage - create - add brokea Bill Pay - Funds Transfer - PayDirect [ Expense Mgr Quotes IGoi Prudential Financial Inc (PRU) At 9:41AM ET: 47.62 Click Here · Open an account · Get Free Trades for a Mo_nth Historical Prices SET DATE RANGE · 25 commission-free trades · 5 s~ecpnds: Qur~uarantee GO! · $7 Trades, Open w/$500 · Free Dow ]ones News! Get Historical Prices for: Daily Start Date: Oct 17 2003 Eg..]an 1, 2003 Weekly End Date: Oct 17 2003 Monthly Dividends Only [ GetPricesI PRICES Date 17-Oct-03 I I I Open High Low Close Volume Adj Close* 39.06 39.06 38.27 38.52 1,263,400 38.00 * Close price adjusted for dividends and splits. I I Download To Spreadsheet ADVERTISEMENT http://finance.yahoo.com/q/hp?s=PRU&a=09&b= 17&c=2003&d=09&e= 17&f=2003 &g=d 3/4/2004 , PR.U: Historical Prices for PRUDENTIAL FINL - Yahoo! Finance Page 2 of 2 Add to Portfolio "" Set Alert Get Historical Prices for Another Symbol: · Stock Screener · Mergers & Acquisitions Email to a Friend GO Symbol Lookup · Splits Copyright © 2004 Yahoo! Inc. All rights reserved. Privacy Policy - Terms of Service - Copyright Policy Quotes delayed, except where indicated otherwise. Delay times are 1_5 mins for NASDAQ, 20 mins for NYSE and Amex. See also delay times for other exchanges. Historical chart data and daily updates provided by Commodity Systems, Inc. (CSI).Quote data provided by Reuters. Data and provided for informational purposes only, and is not intended for trading purposes. Neither Yahoo! nor any of its data or content as Reuters, CSI and exchanges) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereor the Yahoo! site, a user agrees not to redistribute the information found therein. http://finance.yahoo.com/q/hp?s=PRU&a=09&b=l 7&c=2003&d 09&e=l 7&f=2003&g=d 3/4/2004 GENERAL ELECTRIC 3696O4 10 3 FULL-PAID AND NON-ASSESSABLE SHARES OF THE COMMON STOCK VICE PRESIDENT AND TREASURER CHAIRMAN OF THE BOARD AUTHORIZED SHARES The Company will furnish to any shareholder without charge, upon request addressed to its executive office or any of its transfer offices, a full statement of the designation, relative rights, preferences and limitations of the shares of each authorized class, and of each series of preferred shares authorized to be issued, so far as the same may have been fixed, and a statement of the authority of the board of the directors to designate and fix the relative rights, preferences and limitations of other series. The following abbreviations, when used in the inscription on the face of this certificate shall be construed as though they were written in full according to applicable laws or regulations: ADM Administrator(s) EX Executor(s) TEN ENT As tenants by the entireties administratrix(ices) executrix(ices) TR Trustee(s) COMM Committee(s) FRO For the benefit of UA Under Agreemenl CONS Conservator(s) GDN Guardian UNIF GIFT MIN ACT Uniform Gifts to Minors Act CUST Custodian JT TEN As joint tenants with right of UW Under last will and testamen~ EST ECtate survivorship and not as tenants Jn common TEN COM As tenants in common Additional abbreviations may also be used though not in the above list. FOR VALUE RECEIVED the undersigned hereby sells, assigns and transfers unto PLEASE INSERT SOCIAL SECURITY OR OTFIER IDENTIFYING NUMBER OF ASSIGNEE Please print or typewrite name and address including zip code of assignee Shares PLEASE INSERT SOCIAL SECURITY OR OTHER IDENTIFYING NUMBER OF ASSIGNEE Please print or typewrite name and address including zip code of asslgaee Shares of the Capital Stock represented by the within Certificate, and do hereby irrevocably constitute and appoint __ Attorney to transfer the said stock on the books of the within-named Company with full power of substitution in the premises. Dated, NOTICE THE SIGNATURE TO THIS ASSIGNMENT MUS¥ CORRESPOND WITH THE NAME AS WRI'~rEN UPON THE FACE CE THE CERTIFICATE IN EVERY PART CULAR, WITHOUT ALTERATION OR ENLARGEMENT, OR ANY CHANGE WHATEVER. SUCH SIGNA]URE MUST BE GUARANTEED BY AN ELIGIBLE GUARANTOR INSTITUTION SUCH AS A COMMERCJAL BANK TRUST COMPANY SECURITIES BROKER/DEALER, CREDIT UNION OR A SAV NGS AND LOAN ASS~CIATION PARTICIPATING IN A MEDALLION PROGRAM APPROVED BY THE SECURITIES TRANSFER ASSOCIATION, INC (Affix Medallion Signature Guarantee Imprint) GENERAL ELECTRIC OF TELE STAT~ C O M P-A NY.,._.~o ABBREVIATIONS 3696O4 10 3 FULL-PAID AND NON-ASSESSABLE SHARES OF THE COMMON STOCK ,,~ /~ ..... ~, ~ . ~.~ ~ , - ~ ~.. ~ ,~ ;~ ~.~ ~, ~%~- ~ . ~.. ~ ~..'ZCZ; ~ ~ ~. ~ ~.. ~ . - r' ..- ~ · - ~n '' ~~,..~C~<~>' -- - L, -- -- SURER AIRMAN OF THE BOARD ~ __.:n AUTHORIZED SHARES The Company will furnish to any shareholder without charge, upon request addressed to its executive office or any of its transfer offices, a full statement ot the designation, relative rights, preferences and limitations of the shares of each authorized class, and of each series of preferred shares authorized to be issued, so far as the same may have been fixed, and a statement of the authority of the board of the directors to designate and fix the relative rights, preferences and limitations of other series. The following abbreviations, when used in the inscription on the face of this certificate shall be construed as though they were written in full according to applicable laws or regulations: ADM Administrator(s) EX Executor(s) TEN ENT As tenants by the entireties administratrix(ices) executrix(ices) TR Trustee(s) COMM Committee(s) FBO For the benefit of UA Under Agreement CONS Conservator(s) GDN Guardian UNIF GIFT MIN ACT Uniform Gifts to Minors Act CUST Custodian JT TEN As joint tenants with right of UW Under last will and testament EST Estate survivorship and not as tenants in common TEN COM As tenants in common Additional abbreviations may also be used though not in the above list· FOR VALUE RECEIVED the undersigned hereby sells, assigns and transfers unto PLEASE INSERT SOCIAL SECURITY OR OTHER IDENTIFYING NUMBER OF ASSIGNEE · Shares Shares of the Capital Stock represented by the within Certificate, and do hereby irrevocably constitute and appoint Attorney to transfer the said stock on the books of the within-named Company with full power of substitution in the premises. Dated NOTICE: THE *SIGNATURE TO THIS ASSIGNMENT MUST CORRESPONO WITH THE NAME AS WRITTEN UPON THE FACE OF THE CERTIFICATE IN EVERY PARTICULAR, WITHOUT ALTERATION OR ENLARGEMENT, OR ANY CHANGE WHATEVER. SUCH SIGNATURE MUST BE GUARANTEED BY AN ELIGIBLE GUARANTOR iNSTITUTION SUCH AS A COMMERCIAL BANK TRUST COMPANY SECURIT ES BROKER DEALER, CRED T UN ON OR A SAVINGS AND LOAN ASSOCIATION PARTICIPATING IN A MEDALLION PROGRAM APPROVED BY THE SECURITIES TRANSFER ASSOCIATION, INC (Affix Medallion Signature Guarantee Imprint) COMMON STOCK INCORPORATED UNDER THE tAWS OF THE STATE Of NEW JERSEY PAR VALUE OF $.01 Prudential Financial, Inc. ~ 2300 10 32645481 COMMON STOCK THIS CERTIFICATE iS TRANSFERABLE IN NEW' YORK, NEW YORK, JERSEY CITY, NEW JERSEY, AND CANTON, MASSACHUSETTS CUSIP 744320 10 2j K034972 J SEE REVERSE FOR CERTAIN DEFINITIONS FULLY PAID AND NON-ASSESSABLE SHARES OF THE COMMON STOCK OF COUNTERSIGNED AND REGISTERED Dated: May 1, 2002 AUTHORIZED OFFICER SECRETARY CHAIRMAN OF THE ~ z-~' :!:"i AND CHIEF EXECUTIVE OFFJCER Prudential Financial, Inc. ~he Car i~otolion will !um[sh w[thou~ charge Ia each shareholder who so requests a statement of the designations, relative righls, xefe~enc~;s and limilalions of lhe shares of each class and series of slack of the Corporation authorized to be issued ~nd o the cmlho~ih/o !he board o directors of lhe Corporation to divide lhe shares inlo c asses or series and to ~lete~miue and change the rela(ive rights, preferences and limital)ons of any class or series of stock of the Corporation. Sud~ ~efl~lesl rnny be ~r~ade k~ the hansfer agenh Thq fi~lk~,¢,,ulg abJ~r ',,,i~ ui,c,n,s, wh:m used in Ihe insoiplion on ihe face of this certificate, shall be construed as though ihey were written aut in lull nc(o~ding Icl ol~plica[~le laws or regulano~s: IEN CO,M TEN ENT JT 'FEN - as Ienonts in common os tenants by lhe entirelies - as joint lenants wilh righl survivorship and hal as JePoAls in commolq UNIF TRAN MIN ACT-. ................. Custodian .................... {Cusl) IMinol) under Uniform Transfers to M)nors Act ....................... (Slate) UNIF GIFT MIN ACT-. .................. Custodian .................... (Cusl) (Minor) under Uniform Gifts to Minors Act ........................ {Stale) Additional abbreviations may also be used Ihough hal in the above list. For value received ................................ hereby sell, assign and transfer unto PLEASE INSERT SOCIAL SECURITY OR OTHER IDENTIFYING NUMBER OF ASSIGNEE Shares of the Common Stock represented by the within Certificate and do hereby irrevocably constitute anc~ appoint Attorney to tr'ansfe~ ~he said stock on the books of the within-named Corporation with full power of subsl)hJtion in Ihe premises. X THE SIGNATURE{S) MUST BE GUARANTEED BY AN ELIGIBLE GUARANTOR INSTITUTION (BANKS, STOCKBROKERS, SAVINGS AND LOAN ASSOCIATIONS AND CREDIT UNIONS WITH MEMBERSHIP IN AN APPROVED SIGNATURE GUARANTEE MEDALLION PROGRAM) PURSUANT TO S.E.C. RULE 17Ad-lS. This cellificote also evidences and enlil!es Ihe holder hereof o certain Rio!his os set forth in a Rghs Agreement between ?~ x{~ n, ~:1 [ , ~ and n ulScrvc T~ st r ~- ' : ':: , : ,-q ~ ; u C:~mpany, NA da ed as of T'qovember 1, 2001 (he"RghsAgreemen",the lerms af ',>,,,',ich o:~ hereby incorporated herein by reference and a copy of v;/hich is on fi e a the princ'pa executve offices of Prcu~t,'~al~ ~rt'iln:/c~ll ch;~I :iildr~ ~:r~l?e,; ~r%~teann~es aslset forlh in tile Ri;Ihs Agreement suck, Rights will be ev denced by s'F :,~::, ; c:t~s : g c:dbyt,~iscer cae Pure,to Financia),lnc wi'll moil to the hoider of this ~r,~,l,i~a/¢.~ ~ ca,p~,, ~f the R~ghJs ,Agreement ,,w..¢,houl charge after receipt afa written request there~o,. Under certain ~ u: r s ar ces s~:,~ ronn m me mghts /~,p,~eer'nent ~hghts issued to o held by any Person who is was or becomes an Acquirinq Persr',n a~ any A/fi!trite o~ Associere li~ereof as such terms are defined n he Rghts A!:::treemen ) or one of cera n trans~eree~ ll~ereoJ, whether cuuerulv held hv or on behalf o/s¢c~ Pe son or by any' subsequen ~ofder may be limited as provided in the 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 Reed, Robin w.. 21-2003-0902 Include the )roceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH Commerce Bank Checking Account #032066029 2002 Lincoln Continental automobile, VIN 1LNHM87A52Y712413, Title Number 58790142801RE. Blue Book Value - $19,225.00. Transferred January 5, 2004, to Sheila C. Kostiuk, Daughter-in-Law. Verizon pension check General Electric dividend check TOTAL (Also enter on line 5, Recapitulation) $ 22,223.44 19,225.00 1,194.89 38.00 42,681.33 2W46AD 2,000 (If more space is needed, insert additional sheets of the same size) Commerce November 17, 2003 Law Offices ef Stone LaFaver & Shekletski 414 Bridge St P O Box E New Cumberland, PA 17070 RE: Estate of: Robin E Reed Social Security #: 577-01-4752 Date of Death: October 17, 2003 Dear Sir/Madam: In reference to the letter regarding the above mentioned Estate, we would like to inform you of the information that we have researched and found. Type: Checking Account ~: 032066029 Date Opened: 8/1/96 Primary Owner: Robin E Reed Date ef Death Balance: $22,223.44 Principal Balance: $22,222.26 Accrued Interest: $1.18 Mr Reed also owned a Safe Deposit Box at our Wertzville Road Store, Box #182, owned with Richard Kostuik. If there are any questions or additional information that is needed, please feel free to contact me at (717) 795-7118 ext. 3151. Sincerely, Wanda J. Horris CIF Team Leader Commerce Bank / Harrisburg, N.A. P.O. Box 8599 100 Senate Avenue Camp Hill, Pennsylvania 17001-8599 Kelley Blue Book Used Car Values Page 1 of 2 Kelley Blue Book Pennsylvania · March 4, 2004 2002 Lincoln Continental Sedan 4D Engine: V8 4.6 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 4,612 Cruise Control AM/FH Stereo Cassette Dual Front Air Bags Front Side Air Bags Equipment Air Conditioning Power Steering Power Windows Power Door Locks Tilt Wheel See Local Listings of This Car List Your Car For Sale Online Buy a New Car Free Lemon Check Auto Loans from 3.65% APR fnsurance Quote Print "For Sale" Sign Payment Calculator ABS (4-Wheel) Traction Control Leather Dual Power Seats Alloy Wheels Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left. A clean title history is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Most recent model cars owned by consumers fall into this category. Private Party Value $19,225 Private Party value represents what you might expect to pay for a used car when purchasing from a private party. [t may also represent the value you might expect to receive when selling your own used car to another private party. ,:)et the latest _:l <,: i....,.- Get a Used Car Trade-in Value Get Invoice & MSRP on New Cars http:/'/www.kbb.com/kb/ki.dll/kw.kc.ur?kbb. PA;501147;PA041&17043;lux+p;&722;Lincol... 3/4/2004 Kelley Blue Book Used Car Values Page 2 of 2 Get a Person to Person Auto Loan Copyright © 2004 by Kelley Blue Book Co., All Rights Reserved. Mar-Apr 2004 Edition. The specific information required to determine the value for this particular vehicle was supplied by the person generating this report. Vehicle valuations are opinions and may vary from vehicle to vehicle. Actual valuations will vary based upon market conditions, specifications, vehicle condition or other particular circumstances pertinent to this particular vehicle or the transaction or the parties to the transaction. This report is intended for the individual use of the person generating this report only and shall not be sold or transmitted to another party. Kelley Blue Book assumes no responsibility for errors or omissions.(v.04030) http//www.kbb.com/kb/ki.dll/kw.kc.ur?kbb. PA;501147;PA041&17043;lux+p;&722;Lincol... 3/4/2004 (TYPE OR PRINT) Certificate of Title must be submitted within 20 days, unless the purchaser is a registered dealer holding the vehicle for resale WARNING - FEDERAL AND STATE LAWS REQUIRE THAT YOU STATE THE MILEAGE i (ODOMETER READING) IN CONNECTION WITH THE TRANSFER OF OWNERSHIP. FAILURE TO COMPLETE OR PROVIDING A FALSE STATEMENT MAY RESULT IN FINES AND/OR IMPRISONMENT. IMPORTANT NOTICE Please be advised that in lieu of notarization on this form, verification of a person's signature by an issuing agent who is licensed as a vehicle dealer by the Pennsylvania State Board of Vehicle Manufacturers, Dealers and Salespersons, or its employee is acceptable. The signature and printed name of the issuing agent or the issuing agent's employee, date of verification, the issuing agent/licensed dealership's dealer identifi- cation number (DIN) and business name, must be listed in the space provided for notarization. Vehicle seller and purchaser must sign only in the presence of an officer empowered to administer oaths or an authorized agent as identified above. A, !-*~-"~'~ [c~ ~ ILT~I:d ~: / do] ~ll / i i I~ -- ,-F~ (~wl ~,i'~rii h-f~ r¢~i~ i h'~i,h],h ,m ,,i, m I .[~.]ul.l iq ~' '::':.:i.:;!:;i'¥1ib::i'li'¢T%.,, .... os , TO BEFORE ME: ~ ' ' -- ~ ' ~' ~] SIGN~URE OF PER~ CO-PURCHASER SIGNATURE [ '' PURCHASER AND/OR , ~ ' ~' ....... HANDPRINT NAME HERE ~ ~ ~ ~ · ~( '~ ~ ~,~ ~ ~.t ~ ~..~,~0~ k,owle~e that ~e o~readin~ is ~ ~ST FIRST M.L '~ ~,lin~exce~,~ ~;~e~~ ~: '~¢&gaemetG~d~screb~cY -STREET'- ' '¢ '_ ~ t-k' ,, ' TO:.~E~;:~; ~ .~%~/.~ , PUhCHASE PRICE k:~ ~ ~ ~, ,:~,- ~ ~ ~ , . ~ ' ' "' } ' -" "~ X miles and'reflec~ ~e actual mil~age of ~e vemcle,~ PURCHASER OR FU~ ~ Reft .... h ...... ,o' mileage '~ IS NOT ,h~ctual ~ge ~ ~-~UR~HASER SUBSCRIBED AND SWORN PURCHASE PRICE . .- TO BEFORE ME: ' : , STATE ZIP . ~ ~ ~:.:~ g-~% ~t'% ..~LA~' ~ CO-PURCHASER MUST ' ~ i~5~: ~-~ ¢! ~' ~ ; SIGNATURE OF SELLER ' , ~C, ~CHECK HERE IF APPL CATION FOR DEALER T TLE AND COMPLETE SECTION D TITLING FE~S $~ N0.721370S PA TITLE NUMBER (AS SHOWN ON ATTACHED TITLE) MAKE OF VEHICLE MODEL YEAR PURCHASE '-, .Dcc,. PRICE . See note on reverse) ~/ VEHICLE IDENTIFICATION NUMBER CONDITION __'.. ~OOD ~ FAiR ~ POOR C,) LAST NAME (OR FULL BUSINESS NAME ~ ~ FIRST ~ /_. MIDDLE INITIALTAXABLE CO-SELLER ~. Sa~es Tax Due x 6% .06) or x 7% 07 ~. LAST NAME (OR FULL BUSINESS NAME) FIRST NAME MIDDLE INfTIAL DATE ACQUIRED/ lA Exempt;on PURO~S~/ . . / Reason Code (must ~' ~ ...... bet from , CO-PURCHASER lB First ~signment ~B ~co~ ~sign~nt STREET ~ COUNTY CODE  /* ' ~ ¢ STATE ZIP CODE REFER TO COUNTY CODES CO-PURCHASER Fee Exempt Number Bureau STREET COUNTY CODE i 5 Duplicate Peg No of Cards CITY STATE ZIP CODE REFER TO COUNTY CODES MAKE OF VEHICLE I VEHiClE ~DENTIFICATION NUMBER MODEL YEAR BODY TYPE (CP, TK, ETC) CONDITION ~ ~ ~ Fee GOOD FAIR POOR 9 ~O. ORIGINAL PLATE ~ Check One ~ TRANSFER OF PREVIOUSLY ISSUED PLATE TOTAL PAID  PLATE TO BE ISSUED BY ~ TRANSFER & RENEWAL OF PLATE Add 1 thru 8) BUREAU (PROOF OF IN- ~ TRANSFER & REPLACEMENT OF PLATE ~nd One SURANCE MUST BE AT- 11 GRAND TOTAL Check in TACHED) ~ TRANSFER OF PLATE & REPLACEMENT OF STICKER (Add 9 & 10) This Amount  EXCHANGE PLATE TO BE REASON FOR REPLACEMENT ISSUED BY BUREAU PLATE NO ~LOST ~ DEFACED ~ STOLEN ~ TEMPORARY PLATE EXPIRES ISSUED BY FULL AGENT Month Year NOTE: f "NEVER RECEIVED" block is checked, applicant must complete Form MV-44. TRANSFERRED FROM TITLE NO VIN SIGNATURE OF PERSON FROM ~SIGN HERE RELATIONSHIP TO APPLICANT TEMP PLATE NO WHOM PLATE ~S BEING TRANS- FERRED 0F OTHER THAN APPLICANT) VEHICLE PURCHASED ~GVWR UNLADEN WEIGHT REQ PEG GROSS W7 REQ PEG GROSS COM~. F WT (IF APPLICABLE) (IF APPLICABLE) AGENT I HAVE CHECKED TO DETERMINE THAT THE VEHICLE IS INSURED INFOR- ISSUED TEMPO~RY REGISTRATION TO THE ABOVE APPLICANT IN iSSUiNG AGENT SIGNATURE TELEPHONE NO MATION COMPLIANCE WITH ALL APPLICABLE PROVISIONS OF THE VEHICLE CODE AND DEPARTMENT REGULATIONS I/WE CERTIFY THAT WWE HAVE EXAMINED AND SIGNED THIS FORM AFTER ITS COMPLETION AND THAT THE rNFORMATION GIVEN IS TRUE AND CORRECT. ~ AN EXEMPTION IS CLAIMED, THE PURCHASER FURTHER CERTIFIES THAT HE/SHE IS AUTHORIZED TO CLAIM THIS EXEMPTION. I/WE ACKNOWLEDGE THAT I/WE MAY LOSE~/OUR OPERATING PRIVILEGE*S! OR VEHICLE REGISTRATION(S) FOR FAILURE TO MAINTAIN FINANCIAL RESPONSIBILITY ON THE CURRENTLY REGISTERED VEHICLE FrR THE PERIOD OF REGISTRATION I/WE ACKNOWLEDGE THAT I/WE MAY BE SUBJECT TO A FINE NOT EXCEEDING S5000 AND IMP~ONMENT OF NOT MORE THAN~O YEARS FOR ANY FALSE STATEMENT THAT I/WE MAKE ON THIS FORM * //ff / "/~ / // t ST /Si9 na~ .°f F~st P~cha~e~ or A~d. Signer ~ TELEPHONE NUMBER ~ig~r~o¢~el~er~.~//~.-¢~' ' ~ ASSMENTG - Si~nat .... f Co-Purch~r/T~e of Au[horized Sig ..... 7~&'"~ ~ ? 7 Signat .... , Co-Seller Signature of Second Purchaser or Authorized Signer TELEPHONE NUMBER Signature of Seller 2ND ASSIGN- MENT S~gnature of Co*Purchaser/Title of Authorized Signer Signature of Co-Seller NOTE: If a co-purchaser other than your spouse is listed and you want the title to be listed as "Joint Tenants With ~ IRight of Survivorship" (On death of one owner, title g. oes to surviving owner.) CHECK HERE ~. Otherwise, the title EE~ will be issued as"Tenants in Common" (On death of one owner, interest of deceased owner goes to his/her heirs or ~ o estate). A NOTE: IF THE VEHICLE IS TO BE USED AS A DAILY RENTAL OR LEASED VEHICLE. CHECK THIS BLOCK ~ IF BLOCK IS CHECKEr MESSENGER NUMBER' 1. BUREAU OF ~OTOR VEHICLES DEC-22-2~03 16:41 Consumers Ins Group FINANCIAL RESPONSIBILITYIDBNTIFICATIONCARD , INSURANCE COMPANYNAM£ " 'NAIC CODE ' gRI~ INSD'R~.NCg ~XC~I~NGg 26271 2002 Year Make I POLICY NUMBER EFFECTIVE UNTIL I Q07 2806741 ~{ 12/22/03 01/28/04 , NOT VALID MORE THAN SIX MONTHS FROM EFF:ECTIVE DATE ! T.l~'iq/~ 87 A52¥73. 2413 V,I,N. If only 5 digits, they are last 5. NAMED INSURED 3HEILA C KOSTIU"K RICHARD B KOSTIU/( 3810 CHIPPENF~M RD M~CF_A_NICSBURG, PA 17050-2198 SEE IMPORTANT MESSAGE ON REVERSE SIDE 717 39? 2296 YOU NEE~ THEI.D. CARD FOR VEHICLE INSPECTION AND OTHER PA STATE REQUIREMENTS---SEE BACK OF CARD. P. Oi/Ell YOUR AUTO POLICY IS EFFECTIVE FROM 07/2~/03 TO 07/28/04, TO COMPLY WITH PENNSYLVANIA LAW. WE WILL: 1. Issue a S month I.D. card On the policy effective date. 2, Slx months later issue another 6 momh I.D. card. ~, Issue a card Ior replacemen~ or addi[Ional vehicle(s). YOUR A.G~'T PHOZ',I'~: (717) 397-"/~31 CONSUMER3 IN~. GROU~, INC. A~7~27 101 GOOD DR P 0 BOX 6425 TER ~A 17~07 ERIE INSURANCE ,'E'[ACH CARD AT PERFORATION TOTRL P.01 REV-1510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Reed, Robin E. 21-2003-0902 This schedule must be completed and filed if the answer to any of questions I through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY % OF ITEM INCLUDE THE NAME OF THE 'tRANSFEREE. THEIR RELATIONSHIP TO DATE OF DEATH DECD'S EXCLUSION DECEDENTAND THE DATE OF TRANSFER. A~q'ACH A COPY OF THE TAXABLE VALUE NUMBER DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE} 1. Lincon Financial Group annuity 107,922.41 100.00 0.00 107,922.41 contract #95-3003919. 2 Lincoln Financial Group 32,092.14 100.00 0.00 32,092.14 annuity contract #95-9624454. TOTAL (Also enter on line 7, Recapitulation) $ 140,014.55 (if more space is needed, insert additional sheets of same size.) 2W46AF 2.000 2004-MA~-01 10:36 F~OM-LL INCOME4LIFE +12604~39~1 T-SS3 P,O01/O01 F-lG4 VILincoln Financial Group~ PO Box 7880 Fort Wayne IN 46801 March 1, 2004 Re: 95-9624454 & 95-3003919 Robin E Reed, Deceased JERRY SHEKLETSKI FAX: 717 774 3869 Dear Mr- Shekletski: We have received your request for the date of death value of the above mentioned contract. Our records indicate the date of death to be October 17, 2003. The value of this contract on that date was $32,092.14 for contract 95-9624454. The date of dea~ value for contract 95-3003919 was $107,922.41. If you have questions or need assislance, please contact us at 1-800-942-5500, extension *8200, Monday through Friday 8:0 a.m. to 6:30 p.m. EST. Sincerely, Michelle Ramseyer~ Claims Consultant Registered Reptesentati'~c of, and securi~ offered ~tough, Lincoln Nazional Life Insurance Company ~d Lincoln Fin~cifl Aavisom Co¢., b,o~r4cflm. Lincoln Reme~m is ~c m~ging nme for ~he mnui~i~ opcmfi~ of~¢ Lincoln Nation~ Life l~ur~ Comp~. Lincoln Fin~cial Group is ~c m~efing n~e for Lincoln Colorlon ~d ~ affili~. REV-1511 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Reed, Robin E. FILE NUMBER 21-2003-0902 Debts of decedent must be reported on Schedule I. ITEM NUMBER 5. 6. 7. 8 9 10 11 Tot DESCRIPTION FUNERAL EXPENSES: Myers-Harner Funeral Home 1903 Market St. Camp Hill, PA 17011 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Richard B Kostiuk Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 3810 Chippenham Rd. Ci~ Mechanicsburq State PA Zip 17050 Year(s) CommissionPaid: 2004 AttorneyFees Name: Gerald J. Shekletski, Esq. Fami~yExemption:(Ifdecedent'saddressisnotthesameasclaimant's, att~he~lanation) Claimant Kostiuk, Richard B Street Address 3810 Chippenham Rd. Ci~ Mechanicsburg State PA Zip Relationship of Claimant to Decedent Step-Son Probate Fees Accountant's Fees ~x Return Preparer's Fees Cumberland Law Journal - legal advertising The Patriot News - legal advertising Myers Harrier Funeral Home - additional death certificates Register of Will of Cumberland County - additional short certificates Commonwealth of Penns!rvania - 2002 Lincoln 1 from cont&nuation pages .... 17050 TOTAL (Also enter on line 9, Recapitulation) AMOUNT 1,454.00 10,931.00 10,931.00 3,500.00 281.00 0.00 0.00 75.0O 111.67 55.50 6.00 28.50 1,779.00- 29,152.67 2W46AG 2.000 (If more space is needed, insert additional sheets of same size) Estate of: Reed, Robin E. Schedule H, Part B -- Administrative Costs Item No. Description 11 12 13 14 15 16 Continental vehicle transfer fee. 2003 federal personal income tax 2003 Pennsylvania personal income tax Seligman, Friedman & Company, P.C. - preparation of 2003 federal and state income tax returns Filing fees - Pennsylvania inheritance tax return and Cumberland County personal inventory form Reserve for closing expenses Page 2 21-2003-0902 Amount 676.00 253.00 325.00 25.00 500.00 TOTAL. (Carr~ forward to main schedule) ...... 1,779.00 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Reed, Robin E. FILE NUMBER 21-2003-0902 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLEDISTRIBUTIONS[includeoutrightspousaldistributions, andtransfers underSec. 9116(a)(12)] Kostiuk, Karen A 4803 Eades St. Rockville, MD 20853 Kostiuk, Laura A 4803 Eades St. Rockville, MD 20853 Kostiuk, Katherine E 3810 Chippenham Rd. Mechanicsburg, PA 17050 Kostiuk, Matthew C 3810 Chippenham Rd. Mechanicsburg, PA 17050 Kostiuk, Sheila C. 3810 Chippenham Rd. Mechanicsburg, PA 17050 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Granddaughter Granddaughter Granddaughter Grandson Daughter-in-Law AMOUNT OR SHARE OFESTATE 5,000.00 5,000.00 35,000. O0 35,000.00 19,225.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLEANDGOVERNMENTALDISTRIBUTIONS American Cancer Society Capital Region 3211 N. Front St. Harrisburg, PA 17110 Epilepsy Foundation of America 4531 Garden City Drive Landover, MD 20785 45,121.98 45,121.99 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 90,243 o 97 2W46AI 1000 (If more space is needed, insert additional sheets of the same size) COM~4ONWEALTH O~ ?ENN$¥LVANIA : COUNTY OF ~" ss: Richard Bruce Kostiuk bein9 duly --.~;worn accordir,9 fo Jaw, deposes and says fha+ he __ is the E×ecutc:::____ o~ f~e Esfa+e o~ Robin E. Reed a/k/a Robin Edward* ~a+e o~ ~Hampden Twp ..... Cum~er;a~ Coun+y, Pa., ~ecea~e~ an~ ~ha+ ~h~ wi+bin is an Nvenfory made by Ri~~~iuk , the sa[d~ of the entire esf~fe of s~id deceden+, consi~flng of ~Jl the per~ona[ property ~ad re~l est,+e, except re~l es+~fe ou+side the ~ z, . ~ommonwee~,n of Pennsylvania. and fhaf the figures opposite each ~fem of +he Invenfery represent it's Fair value as of the date of d ' . eced~nf's death *~ed a~k/a Robin E.~e~d, jz. and subscribed before me, ~~~ ~~ Richard Bruce Kostiuk 3810 Chippenham Rd., Mechanicsburg, tgQ50 Dale of ueatn 17 October 2003 Day ~onth INSTRUCTION5 .An inventor,~ must be flied within three months after appointment of personal represenfafive. 2. .A :uppiemenf inventory must be Filed w[fh[n thirty days of discovery o£ addifional?j2s-efs. ? Aa~onal :he may , a,Tacned as fo persona fy or really Z~ ' 4. See Arf[cJe c~ o o I 0 0 'T Inventory of the real and personal estate of Robin E. Reed a/k/a Robin Edward Reed a/k/a Robin E. Reed, Jr. deceased REAL ESTATE None PERSONAL PROPERTY 1. U.S. Series EE Savings Bonds 2. 200 shares General Electric Conpany common stock 3. 38 shares Prudential Financial, Inc. common stock 4. Commerce Bank checking account #032066029 5. 2002 Lincoln Continental automobile 6. Verizon pension check 7. General Electric Company dividend check TOTAL REAL ESTATE AND PERSONAL PROPERTY 28,75~. 5'710 1,4 3 22,2 3 19,2 5 1,1 4 8 78,601' est\ffa\reednt2 IN RE: ESTATE OF ROBIN E. REED, A/K/A ROBIN EDWARD REED, A/K/A ROBIN E. REED, JR. LATE OF HAMPDEN TOWNSHIP CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 2003-00902 NOTICE OF FILING ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION NOTICE IS HEREBY GIVEN THAT Richard Bruce Kostiuk, Executor of the Last Will and Testament of Robin E. Reed, a/k/a Robin Edward Reed, a/k/a Robin E. Reed, Jr., deceased, has this date filed his First and Final Account and Statement of Proposed Distribution in the above captioned Estate in the Office of the Register of Wills in and for Cumberland County, Pennsylvania, at Carlisle, PA 17013, where the same are filed as public records and may be inspected. Enclosed herewith are copies of the Inventory, First and Final Account and Statement of Proposed Distribution as filed, together with copies of the will. YOU are further notified that any exceptions or objections to said account or statement must be filed in writing at the Office of the Register of Wills aforesaid prior to the confirmation of said account scheduled as set forth below. UNLESS written exceptions or objections are filed prior thereto, said account and statement will be presented to the above captioned Court in Court Room No. 1 of the Cumberland County Courthouse, Carlisle, Pennsylvania, at 9:30 A.M., prevailing time on October 12, 2004, at which time said account will be confirmed and distribution ordered in accordance with the Statement o~osed~ Distributi~j.9~'~~ a ~ J.~%hekletski, Esquire DATE OF NOTICE: September 10, 2004 Karen Elizabeth Kostiuk c/o Richard Bruce Kostiuk 3810 Chippenham Road Mechanicsburg, PA 17050 Laura Anne Kostiuk 19216 Circle Gate Dr. Germantown, MD 20874 American Cancer Society c/o Vicky J. Harbin Legacy Paralegal Route 422 and Sipe Ave. P.O. Box 897 Hershey, PA 17033-0897 Commonwealth of Pennsylvania Office of Attorney General Charitable Trusts and Organizations Section 14th Flr., Strawberry Square Harrisburg, PA 17120 Richard Bruce Kostiuk 3810 Chippenham Road Mechanicsburg, PA 17050 Matthew Christopher Kostiuk c/o Richard Bruce Kostiuk 3810 Chippenham Road Mechanicsburg, PA 17050 Karen Anne Kostiuk 9823 Bristol Square Lane Apt. 302 Bethesda, MD 20874 Epilepsy Foundation of America c/o Alexandra K. Finucane, Esq. Vice President Legal and Governmental Affairs Epilepsy Foundation 4351 Garden City Drive Landover, MD 20785-7223 Sheila C. Kostiuk 3810 Chippenham Road Mechanicsburg, PA 17050 reed.ffa IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 2003-00902 FIRST AND FINAL ACCOUNT AND PROPOSED DISTRIBUTION OF ROBIN E. REED, A/K/A, ROBIN EDWARD REED, A/K/A ROBIN E. REED, JR., DECEASED RICHARD BRUCE KOSTIUK, EXECUTOR LATE OF HAMPDEN TOWNSHIP Social Security No. 577-01-4752 Date of Death: October 17, 2003 Date of Executor's Appointment: October 31, 2003 Date of Advertising Letters Testamentary: Cumberland Law Journal - November 14, 21, 28, 2003 The Patriot News Co. November 11, 18, 25, 2003 Accounting for the Period: October 17, 2003 to September 10, 2004. Purpose of Account: Richard Bruce Kostiuk offers this account to acquaint interested parties with the transactions which have occurred during his 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: Richard Bruce Kostiuk 3810 Chippenham Road Mechanicsburg, PA 17050 (717) 732-3877 Gerald J. Shekletski, Esq. Stone, Lafaver and Shekletski P.O. Box E New Cumberland, PA 17070 (717) 774-7435 RECEIPTS OF PRINCIPAL Estate of Robin E. Reed, a/k/a Robin Edward Reed, a/k/a Robin E. Reed, Jr. As of September 10, 2004 Assets Listed In Inventory U.S. Series EE Savings Bonds $ 200 Shares General Electric Company $ Common Stock 38 Shares Prudential Financial, Inc. $ Common Stock Commerce Bank Checking Account#032066029 $ Balance as of October 17, 2003 Verizon pension check $ General Electric dividend check $ Miscellaneous Personal Property 2002 Lincoln Continental automobile, $ VIN#1LNHM87A52Y712413, Title # 58790142801RE Fiduciary Value 28,752.00 5,710.00 1,463.76 22,223.44 1, 194.89 38.00 19,225.00 TOTAL RECEIPTS OF PRINCIPAL $ 78,607.09 RECEIPTS OF INCOME 11/26/2003 Increase in Value of Commerce Bank Account #032066029 Post Death 12/17/2003 Prudential Financial Inc. Dividend 01/05/2004 Prudential Financial Life Insurance Contract Number 09 923 409 Postmortem Dividend $ 1,104.65 $ 19.00 $ 287.60 01/05/2004 Prudential Financial Life Insurance Contract Number 09 923 409 Interest from Date of Death 02/26/2004 General Electric Co. Dividend Check 03/26/2004 Gain on Sale of 38 Shares Prudential Financial Inc. Common Stock and 200 Shares General Electric Co. Common Stock PNC Bank, N.A.-Interest Earned on Money Market Savings Account #50-0426-0224 TOTAL RECEIPTS OF INCOME $ 32.21 $ 40.00 $ 359.53 $ 302 . 38 $2,145.37 RECEIPTS OF LIFE INSURANCE PROCEEDS AND ANNUITIES 01/05/2004 Prudential Financial Life Insurance Contract Number 09 923 409 04/06/2004 Lincoln Financial Group Death Proceeds from Policy 953003919 04/06/2004 Lincoln Financial Group Death Proceeds from Policy 959624454 04/20/2004 Mutual of Omaha Life Insurance Company Long Term Care Premium Refund TOTAL RECEIPTS OF LIFE INSURANCE AND ANNUITIES $ 5,000.00 $ 58,157.52 $16,710.47 $21,645.00 $101,512.99 DISBURSEMENTS OF PRINCIPAL Estate of Robin E. Reed, a/k/a Robin Edward Reed a/k/a Robin E. Reed, Jr. For Period 10/17/2003 through 09/10/2004 Administration Expenses Myers-Harner Funeral Home Register of Wills, Cumberland County Letters Testamentary Cumberland Law Journal-Legal Advertising The Patriot News-Legal Advertising Commonwealth of Pennsylvania-Vehicle Transfer Fee Myers-Harner Funeral Home-Death Certificates Richard B. Kostiuk-Family Exemption (20 PaCS Section 3121) PNC Bank, N.A.-Check Printing Fee Register Of Wills, Cumberland County, PA Filing Fees-Personal Inventory Form and PA Inheritance Tax Return Register of Wills, Agent PA Inheritance Tax $ 1,454.00 $ 281.00 $ 75.00 $ 111.67 $ 28.50 $ 55.50 $ 3,500.00 27.60 25.00 $ 4,465.13 TOTAL ADMINISTRATION EXPENSES $ 10,023.40 Debts of Decedent IRS-2003 Federal Income Tax PA Department of Revenue-2003 State Income Tax Martin J. Flannery & Associates LLP Preparation of 2001 and 2002 Federal and State Income Tax Returns Seligman, Friedman & Company, P.C. Preparation of 2003 Federal and State Income Tax Returns TOTAL DEBTS OF DECEDENT $ 676.00 $ 253.00 $ 1,800.00 $ 325.00 $ 3,054.00 Fees and Commissions Stone, Lafaver & Shekletski Legal Fee Reserve: Richard Bruce Kostiuk-Executor commission Filing Fee - First and Final Accounting, Accounting fees for preparation of fiduciary income tax returns, miscellaneous expenses $ 10,931.00 $ 10,931.00 $ 1,500.00 TOTAL FEES, FEES, COMMISSIONS AND RESERVE $ 23,362.00 SI/MMARY OF ACCOUNT Estate of Robin E. Reed, a/k/a Robin Edward Reed a/k/a Robin E. Reed, Jr. As of September 10, 2004 Receipts of Principal Receipts of Income Receipts of Life Insurance Proceeds and Annuities PAYMENTS RECEIPTS 78,607.09 $ 2,145.37 $ 101,512.99 Less Administration Expenses Less Debts of Decedent Less Fees, Commissions and Reserve TOTAL $ 10,023.40 $ 3,054.00 $ 23,362.00 $ 36,439.40 $182,265.45 Equals Balance Available for Distribution $145,826.05 STATEMENT OF PROPOSED DISTRIBUTION Estate of Robin E. Reed, a/k/a Robin Edward Reed, a/k/a Robin E. Reed, jr. As of September 10, 2004 Karen Anne Kostiuk $ 5,000.00 $ 5,000.00 $ 10,000.00 Laura Anne Kostiuk Richard Bruce Kostiuk, Guardian For Katherine Elizabeth Kostiuk Richard Bruce Kostiuk, Guardian for Matthew Christopher Kostiuk $ 10,000.00 Richard Bruce Kostiuk, Trustee for Katherine Elizabeth Kostiuk $ 25,000.00 Richard Bruce Kostiuk, Trustee for Matthew Christopher Kostiuk 2002 Lincoln Continental Automobile, VIN 1LNHM87A52Y712413, Title #58790142801RE American Cancer Society-50% of Residue Epilepsy Foundation of America-50% of Residue $ TOTAL DISTRIBUTION $ 25,000.00 $ 19,225.00 $ 23,300.53 23,300.52 $ 145,826.05 f:\docs\est\ffa\reedack COMMONWEALTH OF PENNSYLVANIA: : COUNTY OF CUMBERLAND : SS: Richard Bruce Kostiuk, Executor under the Last Will and Testament of Robin E. Reed, a/k/a Robin Edward Reed, a/k/a Robin E. Reed, Jr. , deceased, hereby declares under oath (penalties of perjury) that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; and that all taxes presently due from the estate have been paid; and that the Grant of Letters and the first complete advertisement thereof occurred more than four (4) months before the filing of the account. ~~ R±chard Bruce Kost±uk, Executor Sworn to and subscribed before me this /~/7~ day =00 . COMMONWI~ALTH OF PENNSYLVANIA NOTARIAL SEAL GERALD J. SHEKLETSKI, Notary Public New Cuml)erland Boro. Cumberland Co. My Commission Expires Nov. 9, 2006 Inventory of the real and personal estate of Robin E. Reed a/k/a Robin Edward Reed a/k/a Robin E. Reed, Jr. deceased REAL ESTATE None PERSONAL PROPERTY 1. U.S. Series EE Savings Bonds 2. 200 shares General Electric Conpany common stock 3. 38 shares Prudential Financial, Inc. common stock 4. Commerce Bank checking account #032066029 5. 2002 Lincoln Continental automobile 6. Verizon pension check 7. General Electric Company dividend check TOTAL REAL ESTATE AND PERSONAL PROPERTY 28,75i.00 '5,7~0.00 1,443-76 22,2~3.44 19,2~5.00 1,194'89 78,60 .09 COMMONWEALTH OF PENNSYLVANIA COUNTY OF Richard Bru¢ , fha+ he being auly __ s~;7orP, accor .............. bin E. Reed a/k/a Robin Edward* ................ of l',~e Cumoenand Counfy, Pa., deceased and fhaf fhe [afe of ~ampden Tw-p wifhin is an ;nvenfory mede by R~~~iuk fhe said Executor of fhe ear;re esfafe of said decedenf, consisfing of eH fhe personal properly and real esfafe, excepf real esfafe ours;de the Commonwe~ffh of Pennsylvania. end fhaf fhe figures opposffe each ifem of fhe Invenfory represenf if's fair value ~s of fhe dale of decedenf's denfh. ~eed a/k/a Robin Jr. and subscribed before me, ~~ Richard Bruce Kostiuk 3810 Chippenham Rd., Mechanicsburg, 17050 Addre$~ Date of Deafh 17 October 2003 Day Month Year INSTRUCTIONS [. An invenfor'/ mus~ be fl'ed wlfh[n fhree monfhs affer appolnfmen{ of personaJ repr~ehfafive.. 2. A supplemenf [nvenfory muse be filed wifh;n fhirfy days of discovery of addifional a%s~fs. ~ Aaa,t,onaJ ~h~*s may be affached as fo personally or really 4. See Arflcie IV, Fiduciaries Ace of 1949. ep\wills\reed.rob\l-99 LAST WILL AND TESTAMENT OF ROBIN E. REED a/k/a ROBIN EDWARD REED I, ROBIN E. REED, a/k/a ROBIN EDWARD REED, of Hampden Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously n~de by me. ITEM I: I recite these personal and historical facts: I was born in Newport, Rhode Islar~d, on April 10, 1917, a child of Robin E. Reed and Myrtle E. Reed. I was married to Katherine K. Reed whom I married November 27, 1964, and ~o died December 12, 1995. Through my marriage to Katherine K. Reed, ~ am the step-father of Richard Bruce Kostiuk. My grandchildren through Richard Bruce Kostiuk are Jennifer Anne Kostiuk, born January 10, 1976, Karen Anne Kostiuk, born July 28, 1977, Laura Anne Kostiuk, born February 2, 1979, Katherine Elizabeth Kostiuk, born August 7, 1987, and Matthew Christopher Kostiuk, born February 8, 1991. ITEM II: Upon my death, I direct that my mortal remains be cremated, that there be no public viewing of my body or services held, and that my ashes be disposed of in the Susquehanna River. ITEM III: I direct that my automobiles, household and personal effects and other tangible personalty of like nature (not including Page 1 of 9 cash or securities) together with any existing insurance thereon to be distributed by my Executor as my Executor deems appropriate in his sole discretion. ITEM IV: I hereby make the following specific bequests to the persons hereinafter named: A. $5,000.00 to my granddaughter, KAREN ANNE KOSTIUK, if she survives me. B. $5,000.00 to my granddaughter, LAURA ANNE KOSTIUK, if she survives me. C. $10,000.00 to my granddaughter, KATHERINE ELIZABETH KOSTIUK, if she survives me. D. $10,000.00 to my grandson, MATTHEW CHRISTOPHER KOSTIUK, if he survives me. Further, I direct that the above stated specific bequests be distributed to the beneficiaries above named no sooner than on their 21st birthdays, respectively. If a grandchild named above has not attained the age 21 years at the time of my death, that grandchild's bequest shall be held by my Executor as guardian until such time as such grandchild's 21st birth. Should a grandchild predecease me or die prior to his or her 21st birthday, I direct that his or her bequest be added to and distributed as a part of the residue of my estate. Page 2 of 9 ITEM V: I bequeath the total sum of $50,000.00 to the Trustee hereinafter named, IN TRUST, as hereinafter set forth. The Trustee shall divide the principal into equal and separate shares of $25,000.00 each for my grandchildren, KATHERINE ELIZABETH KOSTIUK and MATTHEW CHRISTOPHER KOSTIUK, to be used for the following uses and purposes: A. To expenc and apply so much of the net income and the principal of the Trust as the Trustee shall, in the Trustee's sole discretion, deem advisable for the child's educational expenses (including college education an~3~ trade school) subject to the limita- tions hereinafter set forth. Ir~come not used for such purposes in any year shall be accumulated and added to principal. B. In order to be entitled to the use of his or her trust funds, I direct that a grandchild must maintain an overall C average for each semester or marking period provided, however, that this restriction shall not apply to the payment of educational expens- es prior to and for the grandchild's first semester of college educa- tion or trade school. C. If either grandchild does not use the entire principal and interest in his or her education trust and has main- tained an overall C average throughout college or trade school and has received a degree from such c<~i[_ege or trade school, then such grand- ~&ge 3 of 9 child shall be entitled to receive the balance of principal and interest remaining in his or her trust upon receipt of a diploma from college or trade school. D. Should a grandchild die before receiving the entire balance of his or her trust, or should a grandchild fail to maintain an overall C average for a semester or marking period, or should a grandchild fail to receive a diploma from college or trade school on or before his or her 25th birthday, then the entire balance remaining in trust for that grandchild's benefit shall be paid pursuant to Item V.E. below. E. Any funds not distributed to my grandchildren pursuant to the educational trust outlined above shall be distributed to the CUMBERLAND COUNTY LIBP_ARY SYSTEM, to be used by the CUMBERLAND COUNTY LIBP~ARY SYSTEM for such purposes as the CUMBERLAND COUNTY LIBRARY SYSTEM deems appropriate in its sole discretion. ITEM VI: I devise and bequeath all of the rest, remainder and residue of my estate, of every nature and wherever situate, as fol- lOWS: A. B. 50% to the A_MERICA/q CANCER SOCIETY. 50% to the EPILEPSY FOUNDATION OF AMERICA, Washington, D.C. Page 4 of 9 ITEM VII: I appoint my Executor and his successors guardian of any property which passes, either under this will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this ap- pointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including college education, both graduate and undergraduate) wit~i~out regard to his or her parent's ability to provide for Such ~i~p?©rt and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. ITEM VIII: The interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alien- ation. ITEM IX: I appoint RICHARD BRUCE KOSTIUK Trustee of any trust created under this my Last Will and Testament. I appoint SHEILA KOSTIUK successor Trustee should Richard Bruce Kostiuk be unable to service as Trustee for whatever reason. ITEM X: My Trustee shall have the following powers, in addition to those vested in him by law, and by other provisions of my will ~age 5 of 9 applicable to all property, whether principal or income, including property held for minors, exercisable without court approval and effective until actual distribution of all property: A. To retain any or all of the assets of my estate, real or personal, without regard to any principle of diversification. B. To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, whether operated by my corporate fiduciary or others~ without restriction to investments authorized for Pennsylvania fiduciaries, as he deem proper, without regard to any principal of diversification. C. To sell at public or private sale, to exchange or to lease for any period of time any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as he deem proper. D. To allocate receipts and expenses to principal or income, or partly to each, as he, from time to time, think proper in his sole discretion. E. To borrow from, or to sell to, my Trustee even though such Trustee may be my Executor. F. To compromise any claim or controversy. G. To terminate, without prior court approval, a trust and pay the remaining funds in such trust outright to the trust beneficia- Page 6 of 9 ry should my Trustee, in his sole discretion, determine that the size of a trust does not warrant the cost of continuing it, or that its administration would be impractical for any reason. ITEM XI: I appoint RICHARD BRUCE KOSTIUK Executor of this my last will. Should RICHARD BRUCE KOSTIUK fail to qualify or cease to act as Executor, I appoint SHEILA KOSTIUK Executrix of this my last will. ITEM XII: I direct that my Executor and Trustee or their succes- sors shall not be required co give bond for the faithful performance of their duties in any jurisdiction. ITEM XIII: I direct th;~t the bequests set forth in Item IV first be paid and then the bequests set forth in Item III be paid should there be insufficient assets to pay both. ITEM XIV: No provision is made in this will for RICHARD BRUCE KOSTIUK, not because of any lack of affection for him, but because I have provided for him during my lifetime. IN WITNESS WHEREOF, I, ROBIN E. REED, a/k/a ROBIN EDWARD REED, have hereunto set my hand and seal this ~.[.~ day of ~:~-~,~-C~ , 1999. ROBIN E. REED a/k/a ROBIN EDWARD REED Page 7 of 9 SIGNED, SEALED, PUBLISHED and DECLARED by ROBIN E. REED, a/k/a ROBIN EDWARD REED, the Testator above named, as and for his Last Will and Testament, and in the presence of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses. - Witne ~// - Addre s s Addre s s COMMONWEALTH OF PENNSYLVANIA: : SS: COUNTY OF CUMBERLAND : I, ROBIN E. REED, a/k/a ROBIN EDWARD REED, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instrument as my last will; that I signed it will- ingly and that I signed it as my free and voluntary act for the purposes therein contained. ROBIN E. REED Sworn to or affirmed to and acknowledged before me by ROBIN E. REED, a/k/a ROBIN EDWARD REED, the TesSator, this ~ ~ day of NOTARIAL SEAL CONSTANCE L F, ARLI, Nol~ry Public New Cumberland, PA Cumbcrl~,nd Co. MyC°mml~l°~pir~ri113'1~e 8 oE Notary Public COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF CUMBERLAND : We ,.~~~ and the witnessesw~ose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw Testator sign and execute the instrument as his last will; that Testator sig~ed willingly and that he executed it as his free and voluntary ac~- for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; that to the best of our knowledge, the Testator was at that time eighteen or more years of age, of sound mind and under no con- ~/~itness straint or undue influence. Sworn to or affirmed to and acknowledged before me by witnesses, this ~ day of ~ , 1999. NOTARIAL ' Page 9 of 9 BUREAU OF TNDZVZDUAL TAXES ZNHERTTANCE TAX DIVISION BEPT. 280601 HARRISBURG, PA 17128-0601 GERALD J SHEKLETSKZ ESQ STONE ETAL PO BOX E NEN CUMBERLAND PA 17070 COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF ZNHERZTANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE 08-09-200q ESTATE OF REED dR DATE OF DEATH 10-17-2005 FILE NUMBER 21 05-0902 COUNTY CUMBERLAND ACN 101 Amoun~ Reei~ad REV-la4? EX AFP (01-05) ROBIN E MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-Z547 EX AFP (01-03} NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF REED JR ROBIN E FILE NO. 21 05-0902 ACN 101 DATE 08-09-200q TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERS~ APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) 3. Closely Held S~ock/Par~narship In~eras~ (Schedule C) (3) q. Hor~gagas/No~as Receivable (Schedule D) (q) S. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) (5) 6. Jointly Owned Propar~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Assa~s APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Adm. Costs/Misc. Expanses (Schedule H) (9) 10. Dab,s/Mortgage Liabilities/Liens (Schedule 1) (10) 11. Total Deductions 12. Na~ Value of Tax Return 55~925.76 .00 q2~,681.55 .00 .00 NOTE: To insure proper credi~ ~o your account, submi~ ~ha upper portion .00 of ~his form wi~h your tax payment. 1qO~Olq.55 (a) 218,621.6q 29,152.67 .00 (11) 29.152.67 (12) 189,q68.97 13. NOTE -- ASSESSMENT OF TAX: Charitable/Governmental Bequests; Non-alack:ed 9113 Trus~:s (Schedule J) (13) 90,2q5.97 Ne~ Value of Es*a~e Subject ~o Tax (lq) 99,225.00 I~ an assessment was issued prev/ously, lines l&, 15 and/or 16, 17, I8 and lg will reflect flgures that lnclude the total of ALL returns assessed to date. 15. Amoun* of Line lfi a~ Spousal ra~e (15) 16. Aeoun~ of Line lq ~axable a~ Lineal/Class A ra~e (16) 17. Amoun* of Line lq a~ S1bllng ra~a (17) 18. Amoun~ of Line lq ~axable at Collateral/Class B ra~e (18) 19. Principal Tax Due TAX CREDITS: PAYMENT J RECEIPT DATE NUMBER 06-0q-200q CD00q007 . O0 x O0 = . O0 99,225.00 x Oq5= q,q65.15 · O0 x 12 = . O0 · O0 x 15 = . O0 (19)= q,q65.13 D/SCOUNT (+) INTEREST/PEN PAID (-) ANOUNT PAZD ZF PAID AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL ZNTEREST. .00 q,q65.15 TOTAL TAX CREDIT { q,q65.15 BALANCE OF TAX DUE{ .00 ZNTEREST AND PEN. I .00 TOTAL DUE I .00 ( ZF TOTAL DUE ZS LESS THAN 01, NO PAYMENT ZS RE~U~RED. ZF TOTAL DUE ~S REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE S~DE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on er before December 1Z, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral] rata on any such futura'interest. PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Sectlon ZlqO of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (72 P.S. Section 91q0). Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILLS~ AGENT A refund of a tax credit, ahtch ems not requested on the Tax Return, may ba requested by completing an "Application for Refund of Pennsylvania Xnharitance and Estate Tax" (REV-IS13). Applications are avaitable at the Office of the Register of Nills, any of the Z3 Revenue District Offices, or by calling the special Iff-hour answering service for fores ordering: 1-800-361-2050; services for taxpayers aith special hearing and / or speaking needs: 1-800-q47-30Z0 (TT only). Any party in interest nat satisfied mith the appraisement, allowance, or disalloaenca of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object aithin sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1011, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Ravanua~ Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 180601, Harrisburg, PA 17118-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the dacedent's death, a five percent (SZ) discount of the tax paid is aIIowad. The lex tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January lB, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the smee manner and in the the same time period as you would appaa! the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning aith first day of delinquency, or nine (9) months and cna (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest et the rate of six (61) percent per annum calculated at a daily rate of .000164. A11 taxes which became delinquent on and after January 1, 19BZ 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 1981 through 2004 are: Interest Daily Interest Daily Interest Year Rate Factor Year Rate Factor 19aZ log .000548 ~'~-1991 111 .000301 1985 161 .000438 1991 91 .000Z47 1964 111 .000301 1995-1994 71 .000191 1985 13X .000356 1995-1998 91 .000147 1986 101 .000174 1999 7Z .000191 1987 10Z .000174 ZOO0 7Z .O00lgZ --Interest is calculated as follows: Daily Year Rate Factor ~'~ 9Z .O00Zq7 2002 61 .000164 Z003 5X .000137 2004 4Z .000110 INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the data of the assessment. If payment is made after the interest computation data shown on the Notice, additional interest must be calculated. PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L. 1784 STATE OF PENNSYLVANIA : : COUNTY OF CUMBERLAND : SS. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: NOVEMBER 14, 21, 28, 2003 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Reed, Robin E., a/k/a/Robin Ed- ward Reed, a/k/a Robin E. Reed, Jr., dec'd. Late of Hampden Township. Executor: Richard Bruce Kos- tluk, 3810 Chlppenham Road, Mechanicsburg, PA 17050. Attorneys: Gerald J. Shekletskl, Esquire, Stone LaFaver & Shekletski, 414 Bridge St., P.O. Box E, New Cumberland, PA 17070. //~S~ Marie Coyne, ~itor S-~VORN TO AND SUBSCRIBED before me this 28 day of NOVEMBER, 2003 INO~'ARiN. SEAL ~ LOIS E, SNYBER, Notary Public Carlisle Boro, Cumberland COunty lay Commission Expires March 5, 2005 THE PATRIOT NEWS THESUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Joseph A. Dennison, being duly sworn according to law, deposes and says: That he is the Asst. Controller of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and The Sundav Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Metro editions which appeared on the 11th, 18th and 25th day(s) of November 2003. That neither he nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION COPY EXECUTOR'S NOTICE R Letter,, Tesfementery on t'ne Estate of _obln E. Reed, a/k/a Robin EcNmrd Reed, Kobln E. R~ Jr., I~ of H~n T~. ~ ~of Cum~ ~ ~mm~- ~ ~ P~YI~IO, ~, ~e ~1 ~r~ ~~d Es~ ~e t~ ~1~ claims will ~r~t ~ wl~. ~10 ~ R~ ~K~, PA 1~ STONE ~FAVER & SHBKLETSKI 414 ~ St., P.O. Bex E N~ C~, PA 1~ / Swor~'oji~d .mlh~ri_l?_~d _~3.3:,,-~ ~is 4th day of~ecem~O03 A.D. ~N~adal Se~ ~ _ / .~ / . /~ Te~L.R~I, No~P~c // ~'/~/--/ ~ / W~ ~ I NOTARY ~UBLIC ~, ~nia A~n ~ My commission expires June 6, 2006 STONE, LAFAVER & SHEKLETSKI ATTN: GERALD J. SHEKLETSKI 414 BRIDGE STREET NEW CUMBERLAND, PA. 17070 Statement of Advertising Costs To THE PATRIOT-NEWS CO., Dr. For publishing the notice or publication attached hereto on the above stated dates Total $ 111.67 Publisher's Receipt for Advertising Cost The Patriot News Co., publisher of The Patriot-News and The Sunday Patriot-News, newspapers of general circulation, hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. BUREAU OF INDIVTDUAL TAXES INHERITANCE TAX DIVISION DEPT. 28060! HARRISBURG, PA 17128-060! COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (01-D5) GERALD J SHEKLETSKI ESQ STONE ETAL PO BOX E NEN CUHBERLAND PA 17070 DATE 08-09-200q ESTATE OF REED JR DATE OF DEATH 10-17-2005 FILE NUHBER 21 05-0902 COUNTY CUHBER LAND ACN 101 I Amount Rem'i tted ROBIN E HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLTSLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-15q7 EX AFP (01-03) NOTZCE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF REED JR ROBIN E FILE NO. 21 05-0902 ACN 101 DATE 08-09-200q TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 2. Stocks and Bonds (Schedule B) (2) 55/925.76 5. Closely Held Stock/Partnership Interest (Schedule C) ($) .00 0,. Mortgages/Notes Receivable (Schedule D) (0,) .00 S. Cash/Bank Daposits/Nisc. Personal Property (Schedule E) (S) ~21681.$5 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7} 8. Total Assets 1qO/O1q.55 (8) NOTE: To insure proper crmdLt to your account, submLt the upper portLon of this form with your tax payment. 218,621.6~ APPROVED DEDUCTIONS AND EXEHPTZONS: 29,152.67 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) (9) 10. Debts/Hortgaga LLabilit/es/Liens (Schedule I) (10) .00 11. Total Deductions (11) 12. Nat Value of Tax Return (12) 15. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) 10,. Nat Value of Estate Sub~ect to Tax (10,) NOTE: Zf an assessment was lssued previously, lines lq, 15 and/er 16, 17, reflect figures that include the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Amount of Line 1°, at Spousal rata 16. Amoun~ of L/nm 10, taxable at Lineal/Class A rata 17. Amount of L/nm 10, at Sibl/ng rate 18. Amount of L/ne lq taxable at Collateral/Class B rata 19. Pr/nc/om1 Tax Duo TAX CREDITS PAYHENT RECEIPT DISCOUNT DATE NUHBER INTEREST/PEN PAID (-) 06-0q-200~ CDOOqO07 . O0 (15) (16) (17) (18) IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 29.];2.67 189,q68.97 90,Z~$.97 99,225.00 18 and 19 will .00 .00 .00 ( IF TOTAL DUE TS LESS THAN $1, NO PAYMENT IS REG~UIRED. IF TOTAL DUE IS REFLECTED AS A 'CREDIT' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) .00 x O0 = .00 99,225.00 x Oq5= ~,~65.15 _~4~ x 12 = .00 TOTAL TAX C~EDZT BALANCE OF TAX DUEI ZNTEREST AND PEN.I TOTAL DUE I RESERVATION: Estates of decedents dying on or before December 1Z, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after tho expiration of any estate for life or for years, the Comeoneeelth hereby expressly reserves tho right to appraise and assess transfer inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF HOT[CE= PAYNENT: REFUND (CR): OBJECTIONS: ADHIR- ISTRATZVE CORRECTIONS: DISCOUNT: PENALTY: iNTEREST: To fulfill the requirements of Section 21q0 of the inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 91~0). Detach the top portion of this Notice and submit eith your payment to the Register of Rills printed on the reverse side. --Hake check or money order payable to: REG/STER OF N/LES, AGENT A refund of a tax credit, which mas not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania inheritance and Estate Tax" (REV-1313). Applications era available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special Z~-hour answering service for forms ordering: 1-800-362-Z050; services for taxpayers eith special hearing and / or speaking needs: 1-800-~7-3020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as sheen on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 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. Factual errors discovered on this assessment should be addressed in eriting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviae Unit, Dept. lB0601, Harrisburg, PA 17128-0601 Phone (717) 767-6505. See page 5 of the booklet "instructions for inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. [f any tax due is paid within three (3) calendar months after the decedent's death, a five percent (52) discount of the tax paid is allowed. The 152 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 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 (62) percent per annum ca[culated at a daily rats of .00016~. Ali taxes which became delinquent on and after January l, 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 ZO0~ are: interest Daily interest Daily interest Year Rate Factor Year Rate Factor 1982 ZOZ .0005~8 ~'~'8-1991 117. .000301 1983 16Z .000~.38 1992 9X .0002~7 19B~ 11Z .000301 1993-199~* 7Z .000192 1985 132 .000356 1995-1998 97. .0002~7 1986 10Z .00027q 1999 72 .000192 1987 102 . OOOZ7q ZOO0 7X .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID Daily Year Rate Factor ~'~ 97. .0002q7 2002 67. .O0016q 2003 5Z .000137 200~ qZ .000110 X NUHBER OF DAYS DELTNQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment, if payment is made after the interest computation date shown on the Notice, additional interest must be calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/15/2005 SHEKLETSKI GERALD J ESQ POBOX E NEW CUMBERLAND, PA 17070 RE: Estate of REED ROBIN E File Number: 2003-00902 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 Regi~ter of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/17/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, t-;:, .. r ...... . '. . '. .~~~ ~, GLENDA FAP~JER STRASB~UGH REGISTER OF WILLS cc: File Personal Representative(s) Judge l,- 1- - STATUS REPORT UNDER RULE 6.12 Name of Decedent: ROBIN E. REED a/k/a ROBIN EDWARD REED a/k/a ROBIN E. REED, JR. Date of Death: OCTOBER 17, 2003 Will No. 2003-00902 To the Register: 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: l. Yes ~ State whether administration of the estate is complete: No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes~ No (b) The separate Orphans' Court No. (if any) for the personal representative's account is: N/A (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 mattached to this report. ~~d./O ~- Gerald . Shekletski, Esq. 414 Bridge Street New Cumberland, PA 17070 717-774-7435 Date: ~'.--) Capacity: Personal Representative x Counsel for Personal Representative '..G-