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Home My WebLink About04-0118 also known as Wayne Richard Conrad a/k/a Wayne R. Conradr Sr. Social Security No. 19 6-14- 3 8 8 ~ Deceased. The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executrix in the last will of the above decedent, dated January 11 and codicil(s) dated N/A PETITION FOR PROBATE and GRANT OF LETTERS Estate of WAYNE R. CONRAD NO.. To: Register of Wills for the County of Cumberland Commonwealth of Pennsylvania in the named ,Xl~. 2000 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with is last family or principal residence at 175 Woods Drive, Silver Spring Township (list street, number and muncipality) Decendent, then _ 82 years of age, died November 18 , ~ 2003 at 175 Woods Drive, Silver Spring Township ' Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: no exceptions 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: 15,000.00 WHEREFORE, petitioner(s) respectfully presented herewith and the grant of letters theron. request(s) the probate of the last will and codicil(s) res tamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) CLara Flsiler 1221 Gross Drive Mechanicsburg, PA 17050 Sworn to or a$firmed and subscribed before me this /,~ 7'~/ day_ of r f~,C/yAT~CZz - ' ~1~ 2004 OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY' OF CUMBERLAND; The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well anj:¥rBly administer t~he estate according to law. Clara Fisher No. Estate OfWAYNE R. CONRAD ,Deceased a/k/a Wayne Richard Conrad, a/k/a Wayne R. Conrad, Sr. DECREE OF PROBATE AND GRANT OF LETTERS AND NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated,, January 11, 2000 described therein be admitted to probate and filed of record as the last will of a/k/a Wayne Richard Conrad, a/k/a Wayne R. Conrad, Sr. and Letters Testamentary x~o 2004, in consideration of the petition on Wayne R. Conrad, are hereby granted to CLARA FISHER FEES P. robat~,J~etters, Etc ~-~?q~ · .. ....... /~_: Short Certificates( ) .......... $ ._- /? c~ iation ................ TOTAL $ ~/, Oeo Filed ./4.~,~... ~,.. o,~'?~'v..~. .............. Marlin R. McCaleb (I.D. No. 06353) ATTORNEY(Sup. Ct.I.D. No.) P.O. Box 230 219 E. Main Street, Mechanicsburg, PA 17055 ADDRESS (717 691-7770 PHONE his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as l.ocal Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent f~ing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 8641153 No. Local-Registrar HlO5143Rev ~87 TYPE/PRINT PERMANENT BLACK INK COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH · · . _ _. ~ I ~'~'~ I~Mu01~'~"~) [~~m~ [~-~l~.~.~.~. l ~"=' Pe~yl~a ,,.~ m.~,~ Silv~ Spring ,I. ~cs~g, PA 17050 -~) ,~.~., ~rla~ ~? ,Td.G ~'~ ~. Cl~a Fis~ J~.P.O. ~x 1~4 ~n!c~g, PA 17055 · ~ ~_ =,~.Nov~ 24, 2003 I,,..S~ ~ ~t~y [=,=. ~la~ PA 17025 · ~. ~. ~'~~ .~. 5:~ PM. ~. ~ 18~ 2003 I v ~ ~*~-~ -- ' i I - /~ , I -' I~ I 7 - I I ' I' ~1(IU~~ ~ ~ (~'~Y'~) ~ ~ o ,--~---- Ul I I.' o .oI I~. I~, , ' ~--' Ia' ~. =. . ~ ~,~ I / The Wayne Richard Conrad Pour Over Will LAST WILL AND TESTAMENT (Pour-Over Will) Of Wayne Richard Conrad I, WAYNE RICHARD CONRAD, a resident of the City of Mechanicsburg, County of Cumberland, Commonwealth of Pennsylvania, which I declare to be my domicile, do hereby make, publish, and declare this to be my LAST WILL AND TESTAMENT, hereby revoking all Wills and Codicils at any time heretofore made by me. FIRST: Declaration Concerning Family. I declare that I am not marred. I have eight (8) children, namely: Clara Fisher, Helen Boose, Wayne Conrad, jr., Shirley Nace, David Conrad, Catherine Maxwell, Michael Conrad, and Mary Spade. SECOND: Nomination and Appointment of Executor. I hereby nominate and appoint Clara Fisher to be my Executor hereunder, to serve without bond. In the event my nominee fails to become or at any time ceases to be the duly appointed and acting Executor hereunder, I nominate Helen Boose as Executor, to serve without bond. The term "Executor" as used herein shall apply regardless of gender. THIRD: Debts, Taxes and Administration Expenses; Powers of Executor. I have provided the payment of all of my debts, expenses of administration of property wherever situated passing under the Last Will and Testament or otherwise, and estate, inheritance, transfer, and succession taxes, other than any tax on a generation-skipping transfer that is not a liability of my Estate (including interest and penalties, if any) that become due by reason of my death, under The Wayne Richard Conrad Trust, signed earlier this day and bearing the same date as this Last Will and Testament, (The "Revocable Trust") or if my husband predeceases me, under the TRUST A created by said Revocable Trust. If the Revocable Trust assets should be insufficient for these purposes, my Executor shall pay any unpaid items from the residue of my Estate passing under this Last Will and Testament, without apportionment or reimbursement. In the alternative, my Executor may demand in writing, addressed to the Trustee of the Trust, an amount necessary to pay all or part of these items, plus claims, pecuniary legacies, and family allowances by court order. I authorize my Executor to receive and retain any of my property; to sell at public or private sale, encumber or lease any property of my estate without notice, at such prices The Last Will and Testament of Wayne Richard Conrad Testator's Initial~]~C~ Witnesses'Initials The Wayne Richard Conrad Pour Over Will and upon such terms as he/she deems best, and without the giving of any bond, subject, however, to such confirmation as may be required by law; to hold, manage and operate such property; to continue the operation of any business of my estate, alone or in partnership with others, for such times and in such manner as deemed advisable, or to sell or liquidate such business, and any such operation, sale or liquidation shall be at risk of my estate and without liability on my Executor for any losses resulting therefrom; to invest and reinvest surplus moneys in such investments as he/she deems advisable; to determine what is principal and what is income of my estate and to allocate and charge to either principal or income any debts, taxes and expenses of administration. FOURTH: Disposition of All Property, Exercise of Power of Appointment. It is my intention by this Last Will and Testament to dispose of my separate property. I do not intend hereby to exercise any power of appointment which I may have arising from that Trust Agreement described in Paragraph SIXTH. FIFTH: Disposition of Personal Effects. Except as provided in any written instructions to my Executor regarding the disposition of personal effects, I give any interest I have in all personal automobiles, clothing, jewelry, china, silver, books, pictures, and other works of art, household furniture and furnishings and all other items of domestic, household or personal use to the Trustee of that Trust Agreement described in paragraph SIXTH. The bequests made by this paragraph shall be free and clear of estate and inheritance taxes, which I direct my Executor to charge against the residue of my estate. SIXTH: Disposition of Residue of Estate. 1. All the rest, residue and remainder of my estate, both real and personal and of whatever kind and wherever situated, including all of my separate property, if any, I give, devise and bequeath to the individual or bank then acting as Trustee under the certain Trust Agreement designated as The Wayne Richard Conrad Trust, signed earlier this day and bearing the same date as this Last Will and Testament, of which I am Trustor and Trustee, to be combined with the other assets of the trust and held, administered and distributed as a part of that trust, according to the terms thereof and any amendments made to it prior to my death. It is my intent, if it be permissible, not to create a separate trust by this Last Will and Testament and not to subject, The Wayne Richard Conrad Trust, or property added to it by this Subparagraph (1) to the jurisdiction of probate court. 2. If for any reason the disposition of Subparagraph (1) is not operative or is invalid, or if the trust referred to in Subparagraph (1) fails or has been revoked, the I give the rest, residue and remainder of my estate, including my share of the jointly held property, to the individual(s) or bank which would have been Trustee of such trust had such trust been operative, valid and unrevoked at the time of my death, to be held, administered and distributed under the terms and conditions of The Wayne Richard Conrad Trust, signed earlier this day and bearing the same date as this Last Will and Testament, which trust is incorporated herein by reference. The Last Will and Testament of Wayne Richard Conrad Testator's Initials ~/~(~ Witnesses' Initials The Wayne Richard Conrad Pour Over Will 3. Anything else herein to the contrary notwithstanding, should any portion of such trust be terminable upon my death, the disposition made in this paragraph SIXTH shall be made directly to the beneficiaries for whom the outright disposition from the trust shall be made, and the remainder which will remain in such trust, if any, shall pass into such trust under the provisions of Paragraph SIXTH (1) or (2), as the case may be. 4. Should the Trustee of that Trust described in Paragraph SIXTH (1) or (2) elect not to pay any or all of the estate, gift or inheritance taxes from such trust, then, to the extent they are not so paid, all taxes levied by the United States or any state, district, territory or possession thereof upon or because of any property passing under this Last Will and Testament or any Codicil thereto or by reason of any transfer or gift made by me during my lifetime or at my death, or which may be imposed by reason of my death, or the acquisition of property of any person upon my death by succession, inheritance, survivorship or otherwise, shall be paid out of the residue of my estate as an expense of administration. My Executor is authorized to accept any distributions from the Trustee of that trust described in Paragraph SIXTH (1) or (2) for purposes of such payment. SEVENTH: Omitted Heirs; Will Contests, Except as otherwise specified in this Will. I have intentionally and with full knowledge omitted to provide for my heirs at the time of my death. If any beneficiary under this Will attacks any of its provisions or the trust described in Paragraph SIXTH herein, directly or indirectly, any share or interest in my estate given to such person under this Will is hereby revoked, and such share or interest shall be distributed in the same manner provided herein as if such person had predeceased me. EIGHTH: Partial Invalidity. Should any part, clause, provision or condition of this Will be held to be void, invalid or inoperative, then I direct that such invalidity shall not affect any other provision hereof, which shall be effective as though such invalid provisions had not been made. IN WITNESS WHEREOF, I have signed and subscribed my name to this Will this ~/~Nay~e Ri'~tiard Conrad The Last Will and Testament of Wayne Richard Conrad Testator's Initials 0J~.~ Witnesses' Initials The Wayne Richard Conrad Pour Over Will The foregoing instrument, consisting of this and "~ preceding typewritten pages was signed, sealed, published and declared by Wayne Richard Conrad, the Testator, as and for his Last Will and Testament in his presence and in the presence of each of us and all of us together; and the Testator, upon declaring this document to be his Last Will and Testament, requested each of us to sign the same as attesting witnesses; and we thereupon signed our names hereto as such witnesses, in the presence of the Testator, and in the presence of each other, on this//?'~ay o f~.~/,~, , _'I'~J~Yg. ~; We further state that each of us believes that, at the ti~ee 'he execrated the fore~-instrument, the Testator was of sound mind and memory, of lawful age, and did so execute it as his own free act and deed and not under the unlawful influence of any person. ~ ~"~ residing ~ i qO.~ t5 .~o,~3 at The Last Will and Testament of Wayne Richard Conrad Testator' s Initials !,.~) ~.~(>.. Witnesses'Initials The Wayne Richard Conrad Pour Over Will AFFIDAVIT OF ATTESTING WITNESSES COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Wayne Richard Conrad, ~,~ ~.a~ and '~o~{t~ ~.~,'~L~l% the Testator and the Witnesses whose-names' ~tre' signed to the 'at{~'fied or foregoing instrument, being duly qualified according to law, depose and say: (1) That they are, respectively, the Testator and the Witnesses whose signatures appear on the attached or foregoing Last Will and Testament; (2) That. on cx] O tO. /'//~.~ ~n the presence of each of the undersized Witnesses. Wa~e Rich~d Co.ad. signed and executed his name to the attached or foregoing Last Will and Testament at the end thereof and each of the undersized Witnesses saw the Testator si~ and execute the Last Will ~d Testament; (3) That, at the time he signed and executed the Last Will and Testament, the Testator declared the instrument so signed and executed by him to be his Last Will and Testament; (4) That the Testator signed willingly and executed the Last Will and Testament as his free and voluntary act for the purposes therein expressed; (5) That each of the undersigned subscribing Witnesses, at the request of the Testator, and in his sight and presence and hearing, and in the sight and presence and hearing of each other, thereupon signed as a Witness thereto; (6) That the Testator, at the time of the execution of the Last Will and Testament, was at least eighteen (18) years of age; (7) That, in the opinion of each of the undersigned Witnesses, the Testator was, at the time he signed the Last Will and Testament, of sound mind, memory and understanding; (8) That, in the opinion of each of the undersigned Witnesses, the Testator was, at the time he signed the Last Will and Testament, under no constraint or undue influence and not in any respect incompetent to make a Last Will and Testament; (9) That the Testator could read, write and converse in the English language; ~Will The Wayne Richard Conrad Pour Over Will (10) That the Testator was not suffering from any defect of sight, heating or speech or from any physical or mental impairment which would affect his capacity to make a valid Last Will and Testament; (11) That the Testator signed only one copy of the Last Will and Testament on such occasion. (12) That each of the undersigned Witnesses was acquainted with the Testator or examined proof of Testator's identity at the time the Last Will and Testament was witnessed. %c.~ ~ ~ess Witness Subscribed, sworn and acknowledged before me by Wayne Richard Conrad, the Testator, and by ~'~oht {d/v~./d , and ?')o~a,/a/ ~,r~./a,//~t/t~,~,~, Witnesses, this ! / ~ay of ~ v. ,~.;/o' cc~, '- '- Notary Public / ~ My Commission Expires: Notarial Seal Glen R. Wantje Jr., Notary Public North Fayette Twp., Allegheny County My Commission ExpiresNov. 10, 2003 Member, Pennsylvania Association ot Notaries LAW OFFICES MARLIN R. McCALEB CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Wayne R. Conrad, a/k/a Wayne Richard Conrad, a/k/a Wayne R. Conrad, Sr. Date of Death: November 18, 2003 ~(-: iu To the Register: ; 2~" ~ 15.~"~:> I certify that notice of beneficial interest nd estate administration required by Rule 5.6(a) of the Orphans' Court Rules was personally served on the followin9 beneficiaries of the above-captioned estate on February 10, 2004. Will No. 21-04-0118 Name Address Clara Fisher P.O. Box 1114 Mechanicsburg, PA 17055-1114 Helen Boose Shirley Conrad Michael Conrad RR #1, Box 325 Loysville, PA 17047 919 West Trindle Road Mechanicsburg, PA 17055 7 Doe Road Enola, PA 17025 David L. Conrad P.O. Box 901 Carlisle, PA 17013 Kathryn Maxwell 260 Old State Road Shermans Dale, PA 17090 Mary M. Spade RR #2, Box 474 Richfield, PA 17086 Samantha L. Stotler, Administratrix of the Estate of Wayne R. Conrad, Jr. 130 Center Street Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under I AW OFFICES MARLIN R. McCALFB Rule 5.6(a). Date: February 10, 2004 Marlin R. McCaleb Attorney I.D. No. 06353 219 East Main Street P.O. Box 230 Mechanicsburg, PA 17055 (717) 691-7770 FAX: (717) 691-7772 Counsel for Personal Representative -2- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 004272 FISHER CLARA 1221 GROSS DRIVE MECHANICSBURG, PA 17050 ........ fold ESTATE INFORMATION: SSN: 196-14-3880 FILE NUMBER: 2104-0118 DECEDENT NAME: CONRAD WAYNE R DATE OF PAYMENT: 08/1 6/2004 POSTMARK DATE: 08/16/2004 COUNTY: CUMBERLAND DATE OF DEATH: 11/18/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $86,814.08 REMARKS: TOTAL AMOUNT PAID: CLARA FISHER C/O MARLIN MCCLAEB ESQ 886,814.08 .... SEAL CHECK#147 INITIALS: SK RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV-1500 EX + (6-00) D E C E D E N T CAPB HpRL EpIO CRAC KOTK ES R E C A P I T U L A T I O N C COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. Z80601 HARRISBURG, PA 171;!8-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME(LAST, FIRST, AND MIDDLE INITIAL) Conrad Wayne R. DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 11/18/2003 07/24/1921 ({F APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) 1. OriginaIReturn La 2. SupplementaIReturn 4. Limited Estate ~ 4a. Future Interest Compromise (date of death after 12-12-8Z) 6. Decedent Died Testate 7. Decedent Maintalneda Living Trust (Attach copy of WIll) (Attach copy of Trust) I~1 9. Litigation Proceeds Received [----I 10. Spousal Pover~ C~ea~t (date of death between 1Z-31-91 and 1-1-95) NAM5 OFFICIAL USE ONlY FILE NUMBER 21-04~0118 COUNTY CODE YEAR NUMBER i SOCIAL SECURITY NUMBER 196-14-3880 THIS RE. I URN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WIll $ SOCIAL SECURITY NUMBER (d.ate.of death 3. Remainder Return prior To 1Z- 13-~,') 5. Federal Estate Tax Return Required i 8. Total Number of Safe Deposit Boxes I-'-] 11. Election to tax under Sec. 9113(A) (Attach Sch O) COMPLETE~=~'~'~'''~~~~~ ~..~ ~~ii:~" '~ ~*~MAiLiNG '~'~¥' '''?'ADDRESS ?'' ~'~' ............. ~' ~' ~ ~'''~''~ '** ..... ~' ' ''~ '? ~'~'~'× * '*:':'~:~'~'" ........ <~ ............. i' ':"~.~....%.~iii~::!~i~ ~ ~ Marlin R. McCaleb Esq. FI RM NAME (If Applicable) Law Offices-Marlin R. McCaleb TELEPHONE NUMBER 717./691- 7700 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or (3) Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) ,5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) J-'--I Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. 14. 219 East Main Street P. O. Box 230 Mechanicsburg, PA 17055 l~6ne 2,8oo~.~oo 47,887 ,,, 8 N~ne 2,219,361.17 339,651.06 1,195.61 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) (14) OFFICIO; ~ ONLY "~"';' (8) 2,270,048.45 (11) 340,846.67 (12) 1,929,201.78 1,929,201.78 O SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES M T UP 15. Amount of Line 14 taxable at the spousal tax A X AT rate, or transfers under Sec. 9116(aX1.2) X .0 0 (15) 0.00 T 16. Amount of Line 14 taxable at lineal rate 1,929,201.78 X .0 45 (16) 86,814.08 I 17. Amount of Line 14 taxable at sibling rate O X .12 (17) 0.00 N / le T=,, n.,,I 18. Amount of Line 14 taxable at collateral rate X .15 (18) 0.00 Copyrlg ht (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 175 Woods Drive CITY Mechanicsbur~ STATE PA ZIP 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 0.00 (1) Total Credits ( A + B + C ) (2) 86,814.08 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line Z0 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. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SD) Make Check Payable to.' REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ......................... [~ [~ b. retain the right to designate who shall use the property transferred or its income; ........... c. retain a reversionary interest; or .................................... d. receive the promise for life of either payments, benefits or care? ................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................ ~ ~'~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............................................. ~] ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property a beneficiary designation? ................................ ~ [~ which contains IF THE ANSWER TO ANY OF THE ABOVE O. UESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 0.00 0.00 0o00 86,814.08 0.00 86,814.08 Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, It is true, correct and complete. Declaration of preparer other than the personal representative Is based on all Information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Clara Fisher DATE //~/~ __~ '/ 1221 Gross Drive ~ !'~;! z SIGNATU~OFPREPAREROTHERTH~NREP~ENTATIVE Law Offices-Marlin R. McCaleb DATE ' For dates of death on or after July 1, 1994 and before Janua~ 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. 9116 (a) (1.1) (i)]. For dates of death on or after Janua~ 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)I. The ~atute does not exempt a transfer to a surviving spouse from tax, and the ~atuto~ require~nts for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficial. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twen~-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, ~ ~6(a)(~)], 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. Copyright (c) ZO00 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) The Wayne Richard Conrad Pour Over Will LAST WILL AND TESTAMENT (Pour-Over Will) Of Wayne Richard Conrad I, WAYNE RICHARD CONRAD, a resident of the Ci~ of Mechanicsburg, County of Cumberland, Commonwealth of Pennsylvania, which I declare to be my domicile, do hereby make, publish, and declare this to be my LAST WILL AND TESTAMENT, hereby revoking all Wills and Codicils at any time heretofore made by me. FIRST: Declaration Concerning Family. I declare that I am not married. I have eight (8) children, namely: Clara Fisher, Helen Boose, Wayne Conrad, jr., Shirley Nace, David Conrad, Catherine Maxwell, Michael Conrad, and Mary Spade. SECOND: Nomination and Appointment of Executor. I hereby nominate and appoint Clara Fisher to be my Executor hereunder, to serve without bond. In the event my nominee fails to become or at any time ceases to be the duly appointed and acting Executor hereunder, I nominate Helen Boose as Executor, to serve without bond. The term "Executor" as used herein shall apply regardless of gender. THIRD: Debts, Taxes and Administration Expenses; Powers of Executor. I have provided the payment Of all of my debts, expenses of administration of property wherever situated passing under the Last Will and Testament or otherwise, and estate, inheritance, transfer, and succession taxes, other than any tax on a generation-skipping transfer that is not a. liability of my Estate (including interest and penalties, if any) that become due by reason of my death, under The Wayne Richard Conrad Trust, signed earlier this day and bearing the same date as this Last Will and Testament, (The "Revocable Trust") or if my husband predeceases me, under the TRUST A created by said Revocable Trust. If the Revocable Trust assets should be insufficient for these purposes, my Executor shall pay any unpaid items from-the residue of my Estate passing under this Last Will and Testament, without apportionment or reimbursement. In the alternative, my Executor may demand in writing, addressed to the Trustee of the Trust, an amount necessary to pay all or part of these items, plus claims, pecuniary legacies, and fmrfily allowances by court order. I authorize my Executor to receive and retain any of my property; to sell at public or private sale, encumber or lease any property of my estate without notice, at such prices The Last Will and Testament of Wayne Richard Conrad Testator's Initial~] ~ Witnesses' Initials The Wayne Richard Conrad Pour Over Will and upon such terms as he/she deems best, and without the giving of any bond, subject, however, to such confirmation as may be required by law; to hold, manage and operate such property; to continue the operation of any business of my estate, alone or in partnership with others, for such times and in such manner as deemed advisable, or to sell or liquidate such busine.ss, and any such operation, sale or liquidation shall be at risk of my estate and without liability on my Executor for any losses resulting therefrom; to invest and reinvest surplus moneys in such investments as he/she deems advisable; to determine what is principal and what is income of my estate and to allocate and charge to either principal or income any debts, taxes and expenses of administration. FOURTH: Disposition of All Property, Exercise of Power of Appointment. It is my intention by this Last Will and Testament to dispose of my separate property. I do not intend hereby to exercise any power of appointment which-I may have arising from that Trust Agreement described in Paragraph SIXTH. FIFTH: Disposition of Personal Effects. Except as provided in any written instructions to my Executor regarding the disposition of personal effects, I give any interest I have in all personal automobiles, clothing, jewelry, china, silver, books, pictures, and other works of art, household furniture and furnishings and all other items of domestic, household or personal use to the Trustee of that Trust Agreement described in paragraph SIXTH. The bequests made by this paragraph shall be free and clear of estate and inheritance taxes, which I direct my Executor to charge against the residue of my estate. SIXTH: Disposition of Residue of Estate. 1. All the rest, residue and remainder of my estate, both real and personal and of whatever kind and wherever situated, including all of my separate property, if any, I give, devise and bequeath to the individual or bank then acting as Trustee under the certain Trust Agreement designated as The Wayne R/chard Conrad Trust, signed earlier this day and beating the same date as this Last Will and Testament, of which I am Trustor and Trustee, to be combined with the other assets of the trust and held, administered and distributed as a part of that trust, according to the terms thereof and any amendments made to it prior to my death. It is my intent, if it be permissible, not to create a separate trust by this Last Will and Testament and not to subject, The. Wayne R/chard Conrad Trust, or property added to it by this Subparagraph (1) to the jurisdiction of probate cOurt. 2. If for any reason the disposition of Subparagraph (1) is not operative or is invalid, or if the trust referred to in Subparagraph (1) fails or has been revoked, the I give the rest, residue and remainder of my estate, including my share of the jointly held property, to the individual(s) or bank which would have been Trustee of such trust had such trust been operative, valid and unrevoked at the time of my death, to be held, administered and distributed under the terms and conditions of The Wayne Richard Conrad Trust, signed earlier this day and bearing the same date as this Last Will and Testament, which trust is incorporated herein by reference. The Last Will and Testament of Wayne Richard Conrad Testator' s Initials ~//~' Witnesses'Initials The Wayne Richard Conrad Pour Over Will 3. Anything else herein to the contrary notwithstanding, should any portion of such trust be terminable upon my death, the disposition made in this paragraph SIXTH shall be made directly to the beneficiaries for whom the outright disposition from the trust shall be made, and the remainder which will remain in such trust, if any, shall pass into such trust under the provisions of Paragraph SIXTH (1) or (2), as the case may be. 4. Should the Trustee of that Trust described in Paragraph SIXTH (1) or (2) elect not to pay any or all of the estate, gift or inheritance taxes from such trust, then, to the extent they are not so paid, all taxes levied by the United States or any state, district, territory or possession thereof upon or because of any property passing under this Last Will and Testament or any Codicil thereto or by reason of any transfer or gift made b'y me during my lifetime or at my death, or which may be imposed by reason of my death, or the acquisition of property of any person upon my death by succession, inheritance, survivorship or otherwise, shall be paid out of the residue of my estate as an expense of administration. My Executor is authorized to accept any distributions frOm the Trustee of that trust described in Paragraph SIXTH (1) or (2) for purposes of such payment. SEVENTH: Omitted Heirs; Will Contests, Except as otherwise specified in this Will. I have intentionally and with full knowledge omitted to provide for my heirs at the time of my death. If any beneficiary under this Will attacks any of its provisions or the trust described in Paragraph SIXTH herein, directlY or indirectly, any share or interest in my estate given to such person under this Will is hereby revoked, and such share or interest shall be distributed in the same manner provided herein as if such person had predeceased ms. EIGHTH: Partial Invalidity. Should any part, clause, provision or condition of this Will be held to be void, invalid or inoperative, then I direct .that such invalidity shall not affect any other provision hereof, which shall be effective as though such invalid provisions had not been made. IN WITNESS WHEREOF, I have signed and subscribed my name to this Will-this ~aY~e Rl~-h-ard Conrad The Last Will and Testament of Wayne Richard Conrad Testator's Initials t2j;'~(~/--)/~__~ Witnesses' Initials The Wayne Richard Conrad Pour Over Will The foregoing instrument, consisting of this and ~~ preceding typewritten pages was signed, sealed, published and declared by Wayne Richard Conrad, the Testator, as and for his Last Will and Testament in his presence and in the presence of each of us and ali of us together; and the Testator, upon declaring this document to be his Last Will and Testament, requested each of us to sign the same as attesting witnesses; and we thereupon signed our names hereto as.slaqh witnes~ses,.in the presence of the Testator, and in the presence of each other, on this //7'i\day of~..~--~'?$-7, ,'12~J9:~, We further state that each of us believes that, at the time he executed the for~g~4nstmment, the Testator was of sound mind and memory, of lawful age, and did so execute it as his own free act and deed and not under the unlawful influence of any person. residing ~: ,{2>~ t ~; &c~%,3 at residing The Last Will and Testament of Wayne Richard Conrad Iestator's Initials i)~) i.~('>,. Witnesses' Initials The Wayne Richard Conrad Pour Over Will AFFIDAVIT OF ATTESTING WITNESSES COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Wayne Richard Conrad, ~/-rri ¢ ~,~'~t,~ and q-)cJ.,~_o{t'l ~. L5!k~,~a~, the Testator and the Witnesses whose names ire signed to the'att~ed or fbregoing instrument, being duly qualified according to law, depose and say: (1) That they are, respectively, the Testator and the Witnesses whose signatures appear on the attached or foregoing Last Will and Testament; (2) That, on ~.] ® r/ /~///~, ~ac~c> · ~ m the presence of each of the undersigned Witnesses, Wayne Richard Conrad, signed and executed his name to the attached or foregoing Last Will and Testament at the end thereof and each of the undersigned Witnesses saw the Testator sign and execute the Last Will and Testament; (3) That, at the time he signed and executed the Last Will and Testament, the Testator declared the instrument so signed and executed by him to be his Last Will and Testament; (4) That the Testator signed willingly and executed the Last Will and Testament as his free and voluntary act for the purposes therein expressed; (5) That each of the undersigned subscribing Witnesses, at the request of the Testator, and in his sight and presence and hearing, and in the sight and presence and hearing of each other, thereupon signed as a Witness thereto; (6) That the Testator, at the time of the execution of the Last Will and Testament, was at least eighteen (18) years of age; (7) That, in the opinion of each of the undersigned Witnesses, the Testator was, at the time he signed the Last Will and Testament, of sound mind, memory and understanding; (8) That, in the opinion of each of the undersigned Witnesses, the Testator was, at the time he signed the Last Will and Testament, under no constraint or undue influence and not in any respect incompetent to make a Last Will and Testament; language; (9) That the Testator could read, write and converse in the English The Wayne Richard Conrad Pour Over Will (10) That the Testator was not suffering from any defect of sight, hearing or speech or from any physical or mental impairment which would affect his capacity to make a valid Last Will and Testament; (11) That the Testator signed only one copy of the Last Will and Testament on such occasion. (12) That each of the undersigned Witnesses was acquainted with the Testator or examined proof of Testator's identity at the time the Last Will and Testament was witnessed. 'Testator 'Witness "' WTthes~ Subscribed. sworn and acknowledged before me by Wayne Richard Conrad, the Testator, andby ~rro/:/'kl/~e~ ,and?x2-~c//E~/~C;.i4//~t~f-~,,,~,Witnesses, this //'t"~ayof Public'//' F (. / My Commission Expires: . Notarial seal Glen R. Wantje Jr., Notary Public North Fayette Twp., Allegher~y COunty My Commission ExpiresNov. 10, 2003 Member, Pennsylvania Association ot Notaries Will REV-1507 EX + (1-97) SCHEDULE D MORTGAGES & NOTES RECEIVABLE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wayne R. Conrad SS~/ 196~14-3880 11/18/2003 All property jointly-owned with the right of survivorship must be disclosed on Schedule F. FILE NUMBER 21-04-0118 ITEM NUMBER DESCRIPTION Balance of loan to Ceorge R. Beck - Amount of original loan on 05/29/2000: $2,000.00; amount of additional loan on 09/24/2002: $600.00; amount repaid prior to D.O.D.: $1,500.00. Fred Potteiger, balance owed Decedent for purchase of heifer and bull in Summer of 2003. Nailor Farms, balance of farm rent for 2003. TOTAL (Also enter on line 4, Recapitulation) VALUE AT DATE OF DEATH 1,100.00 800.00 900.00 2,800.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form RI:V- 150? EX (Rev. 1 - 97) REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER Wa.yne R. Conrad SS# 196-14-3880 11/18/2003 21-04-0118 Include the proceeds 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 1 Cash in safe deposit box. 2 3 Coins in Decedent's possession. PNC Bank, - Checking Acct. #5070105732; principal balance as of D.O.D.: $2,111.66; accrued interest to D.O.D.: $0.02. PNC Bank, Savings Acct. #5004001046; principal balance as of D.O.D.: $13,135.42; accrued interest to D.O.D.: $2.85. AmeriGas, refund for unused propane gas. Household contents, furniture and farm equipment. Old Guard Insurance Co., - refund of homeowner's insurance premium on farm. PA Department of Revenue, - 2002 personal income tax refund. U. S. Department of Agriculture, 2001/2002 crop loss claim. TOTAL (Also enter on line 5, Recapitulation) 2.00 12.00 2,111.68 13,138.27 22.83 31,566.50 34.00 2.00 998.00 $ 47,887.28 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev, 1-97) PNCBAN( February 17, 2004 Marlin R M¢C~t~b Att~xney ~,Imw 219 E Main St P O Box 230 Mechanicsburg, PA 17055 /scp E-~tm¢ of W~y~e Richard Conrad (Deceaged) SSN: 436-90.$247 DOD: 11-18-2003 De~r Mr. MoCaleb: Ia response to your request for Date of Death balancbs For the customer noted above, our records show th~ following: Checking Account Account g5070105732 WAYlx~ R CON1La. D DOD balanoe: $2,111.66 + $0.02 a~rued interest Savings Account Established 04-05-1991 Account #5004001046 '" WAYNE R C~N1LAD DOD balmee: $13,135.42 + $2.g5 a~crued interest Snfe.deposit box Established 06-21-2002 The decedent maintained safe deposit box #I0, It was in one name only. WAYNE R CONRAD It is located at: MECHANICSBURG 2 EAST MAIN STREET MECHANICSBURG PA 17055 717-691-4035 Page I of 2 Please note that tkis offioe only provide~ ~te of death balances for deposit accotmts (I'RAs, CDs, Chec~ng and Savings accounts). We do not process an7 fi~ancial transactions or pro--de statements. If you ne~ assistance wi~h any ofthe~e items, please call I-$$8-PNC-BANK (I-888.7,62.2265) or stop by your local PNC Bank branch office. Sincerely, ~rica L Schlegcl 1-800~762-1775 P7-PFSC*O4.F ~00 F~rst Ave. Pittabur~l PA 152~9 M~rnb~ FDIC Page 2 of 2 TOTRL ~.02 Date: 04-20-2004 Elmer Hurry Auctions, £nc. 23 North Water Street Lltitz, PA 17543 717 626-2636 Fax 717 627-6757 Settlement Wayne R Conrad Living Trust Seller: 1 Page: Item Description - Old trains - Pulley - Telephone - Graniteware - Radio - Oil cans - Grinder - Planter - Plate - Mckee depression ware - Mirror - Watches - COALBUCKET - MINI DISHES - OLD DOOR KNOBS - GLASSWEAR-P. BUTTERGLASS - WASH BASKET LOT - GRANITEWARE - THERMOS, DOLL, SOAP - .BOWL-20ILLAMPS - FINKBOTTLES - HOMEMADESOAP-ALL - BOXLOT-HOUSEHOLDITEMS - BOX LOTS TOOLS - HOUSEHOLD-TOOLS - RADIO-DISHES-WALLPAPER - SOCKETSET - SOCKETS - MISC. KETTLES - SCREENS-BRASS. BUTCHERSHOOK - BOX LOTGLASSWEAR - SOCKETSET - SAW-BOXLOT - MISC. CALENDERS - BOXLOT-COOKBOOKS - RECURDALBUMS - TEAMAKER - ROLLARSKATES/CANOPENER - FLAREFLAG/MISC - SINGLETREE - WINDOWGLASS - BOXLOT-TOOLS Price Qty Total i 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 i 1 1 15.00 5.00 4.00 1.00 2~00 5.00 4.00 2.00 7.50 4.00 3.00 1.00 1.00 2.00 4.00 3.00 1.00 1.00 1.00 3.00 '30.00 2.00 6.00 2.00 5.00 1.00 22.50 7.50 2.00 2.00 1.00 1.00 1.00 55.00 4.00 1.00 3.00 2.00 2.00 2.00 22. b0 7.00 Date: 04-20-2004 Settlement Seller: 1 717 Wayne R Elmer Murry Auctions, Inc. 23 North Water Street Lititz, PA i7543 626-2636 Fax 717 627-6757 Conrad Living Trust Page: FaT Item Description · Price Qty Total OLD HINGES-PLUMBINGITEMS ........ OLD SCHOOLBOOKS MEATSAW GRAINSCALE EASTERBUNNY..TRAYLOT SHOERACK. CHIMNR¥CAP. CHAiR LAMP-TYPEWRITER-2MINSA~S AUTOLIGHTS-FORD AUTOLIGHTS HORSECOLLAR SPEEDOMETER AUTOLIGHTS-FOGLIGHTS TV CARGRILL LARDCANS CRIB/CABINETS GREENBOX SHOVEL/WHIRLYBiRD FENCEPOSTPILE CHEESEBOX BOXLOT/CHOICE GROUPBOXLOT HEATTROLLA FLOORLAMP-SPRAYER PIC FRAME GRATEREGISTER FURCOAT/CABINET2/HORN BUCKETLOT/PAIRPLANKS CHOICE/STAND CHOICE/REDTOOLBOX TV SPRAYER/FAN TV RAINBO~SWEEPER CHOICE/STOVE 2BRASSIOILLAMPS OLDWINDOWGLASS 1858JAR-CHOICE 1858JAR CABINET/PIGEONHOLES CLOCK MICROWAVE 3.00 6.00 4.00 i ! 1 1 1 1 i 1 1 1 1 1 ! 1 1 1 1 1 i 1 i 1 ! i. I 1 1 1 1 i 2 1 1 1 1 1 5 10 i 4.00 8.00 6.00 25.00 10.00 2.00 7.50 30.00 1.00 1.00 4.00 1.00 15.00 60.00 1.00 2.00 1.00 4.00 4.00 1.00 1.00 1.00 10.00 1.00 1.00 7.00 1.00 2.00 3.00 3.00 3.00 6.00 3.00 3.00 3.00 10.00 1.00 30.00 40.00 4.00 1.00 i.00 Date: 04-20-2004 Settlement Seller: Elmer Murry Auctions, Inc. 23 North Water Street Litit2, PA 17543 717 626-2636 Fax 717 627-6757 Wayne R Conrad Living Trust Page: Far Item Description TOOLSET/RED GREENTOOLSET REDTOOLSET 2TOOLS/CRAFTSMEN STOVE IRONINGBOARD BOXLOT/CHOICE BOXLOT/CHOICE BOXLOTCHOICE BOXLOT/CHOICE BOXLOT/CHOICE STUFFEDANIMALS BOXLOT/CHOICE. TOOLBOX BOXLOT PUZZLESBOXLOT BOXLOT/JARS/CHOICE SKIDL~T BOXLOT/$ARS. CHOiCE BOXLOT/JAR$/CHOiCE BOXLOT/JARS/CHOiCE BOXLOT/CHOICE BOXLOT/CHOICE BOXLOT LIDS/CHOICE JARS LIDS JARS JARS JARS SKIDJARS BARREL CULTIVATOR SPRACKETWHEEL PLOW PLOW IMPLIMENT PLOW HANDPLOW ADV. CAN-CHO1CE ADV. CAN. CHO1CE ADV. CANCHOICE 4CANS Price Qty 1 1 1 1 3.00 2 1 17.00 1 1 7.00 3 1.00 8 1.00 1 1 1.00 1.00 2 1.00 2 1 3.00 2 1 4.00 4 4.00 2 4.00 2 Total 27.50 i5.00 32.00 22.00 50.00 1.00 8.00 3.00 3.00 3.00 6.00 1.00 6.00 1.00 1.00 20.00 1.00 51.00 14.00 13.00 13.00 21.00 3.50 8.00 3.00 1.00 1.00 3.00 2.00 1.00 2.00 15.00 12.50 2.00 1.00 6.00 1.00 15.00 16.00 8.00 8.00 1.00 Date: 04-20-2004 ~ettiement Seller: i 717 Wayne R Elmer Murry Auctions, Inc. 23 North Water Street Lititz, PA 17543 626-2636 Fax 717 627-6757 Conrad Living Trust Page: Far Item Description - BABYBASKET - BENCH - IRONCRIB - MIRROR - WOODBOX930 - HINGES - 2CANS - WOODBOXES - WOODBOX-5 - SCALE/SIFTER - WRENCHES-TINCAN - AX-HEAD-WOODBOXES - SLED - 2WHEELS - 3WHEELS - WHUTEHOUSEBOX - GREENBOX - CASTIRONRRSIGN - LADDER - PULLEYS - WASBASKET-2 -' DIGGINGIRON - DIGGINGIRON - DIGGINGIRON - HOOKS - CRUTHCHE$.CANNER - FIREPLACEDOORS - ALLSHUTTERS - LADDER/2SAWBUCKS - CORNPLANTERBLADES - HAVOLINEBOX - SUGARBOX - WOODBOX. CEDARSHAKES - WOODBABYSLED - ADV. WOODBOX - COFFEEBOX - 2PRUNNING SHEARS - WOODBOX-2BASKETS - ARBUCKLEWOODBOX - WOODBOX ~ ARBUCKLE - BOXLIDS Price Qty Total 3.00 26.00 15.00 5.00 15.00 20.00 22.00 10.00 1.00 5.00 2.00 1.00 15.00 2.00 3.00 10.00 5.00 140.00 32.00 1.00 1.00 10.00 10.00 10.00 12.00 1.00 i2.00 45.00 2.00 4.00 45.00 30.00 1.00 4.00 22.00 20.00 1.00 1.00 25.00 7.00 35.00 1.00 Date: 04-20-2004 Settlement Seller: 717 Wayne R Elmer Murry Auctions, Inc. 23 North Water Street Lititz, PA 17543 626-2636 Fax 717 627-6757 Conrad Living Trust Page: Item Description LADDER-PRSAWHORSES SIDEBOARDTOP TINBUCKET WASHBASKET RODS BARREL FISHINGRODS-BAMBORODS BARREL GREENBENCH BUSHELBASKET BUSHELBASKETS TABLEBOARDS CRADLE WAGON LATHEWOOD PUMP 2WEIGHTS PLATFORMSCALE CORNSHELLER OLD STOVE SCHOOLDESK WHEELBARROW-2 BUTCHERPLANK ROPEBED LUMBER BOXSPRING-CRIB WOODDOOR WOODDOOR WOODDOOR WOODDOOR-3 WOODDOOR-3 WOOD DOOR WOODDOOR WOODDOOR WOODDOOR SCREENDOOR SCREENDOOR TUB-CHOICE WHEELBARROW MILKKERS-PR STRAINER BUCKETS-CHOiCE Price 1.00 17.00 Qty Total 1.00 50.00 2.00 1.00 3.00 17.00 10.00 1.00 1.00 1.00 7.00 14.00 15.00 2.00 17.00 60.00 5.00 3.00 50.00 1.00 1.00 2.00 5.00 10.00 4.00 1.00 6.00 2.00 5.00 3.00 1.00 1.00 1.00 1.00 20.00 1.00 1.00 5.00 10.00 5.00 2.00 34.00 Date: 04-20-2004 Elmer Murry Auctions, Inc. 23 North Water Street Lititz, PA 17543 717 626-2636 Fax 717 627-6757 Settlement Wayne R Conrad Living Trust Seller: Page: Far Item Description ............... Price Qty Total BUCKETS ........................... - PILE BAGS 20.00 2 40.00 - WATERHEATER 1 2.00 - WR~NGERWASHER-PR. 1 i.00 - STA~NLESSTUB i i.00 - FEEDCART 1 14.00 - POTATOEB~N 1 6.00 - MILKTANK 1 1.00 - GOOSEDECO-WOODBO~ i 10.00 - PULSAKONCONTROL 1 1.00 - STRAW 1 10.00 - STRAW 1 65.00 - CORN 1 450.00 - CORN i 160.00 - SNAPPERRIDiNGMOWER 1 440.00 - MAYTAGWRINGER i 27.50 - ROOFERMATERIAL 1 22.00 - TANK/CHOiCE 1 1.00 - BROWNPICKUPTRUCK b. 00 2 10.00 - CHEVY IMPALOCAR 1 375.00 - MODEL37 410 GUNWINCHESTER ! 100.00 - 22SUNGLESHOT 1 130.00 - OVER/UNDERSCOPEGUN 1 60.00 - 12GAUGESHOTGUN I 320.00 - 22CALMODEL676PISTOL 1 290.00 - SCOPE 1 160.00 - Fiat wagon i 10.00 - OLIVERWHITETRACTOR i b00.00 · - OLIVERSUPER77TRACTOR i 5,750.00 - REDTRACTORW/MOWER 1 2,075.00 - REDINTERNATIONALTRACTOR i 2,~50.00 - CHOPPER i i,250.00 - DISC i 5.00 - CULTIPACKER 1 400.00 - SPRAYER 1 175.00 - 3PToCULTIVATON 1 i0.00 - Elevator 1 ~0.00 - 3480LIVAPLOW i 575.00 - Psickle mower i 420.00 - Blade 1 70.00 - Planter 1 40.00 - Rake 1 90.00 1 20.00 Date: 04-20-2004 Elmer Murry Auctions, inc. 23 North Water Street Lititz, PA 17543 717 626-2636 Fax 717 627-6757 Settlement Wayne R Conrad Living Trust Seller: i Page: Far Item Description - Picker - Potato plant - Miller tiller - HI CONDITIONAR - Corn drag - Wagon - KILLBROSGRAVITYWAGON - JD55CHOPPER - 213NISPREADER - HAYBYNE - SPREADER - CLINDER - CLINDER - Side by side - CORHEAD - Hay baler - HAWEITE - Heater - Cook stove - Freezer - Dryer - GEHL CHOPPER - TRAILER+CONTENTS - SD LAKE - SD LAKE - SD LAKE - RAKE - CAULTIPACKER - DISC - DISC - BUCHS PACKER - GRAINDRILL - Doily - SCRAP PILE - BOX LOT - SKID LOT - PLYWOOD - TABLE&BAGS - TABLESAW - WINDOWS - TORCNSET - WELDER Price Qty Total 600.00 25.00 5.00 60.00 140.00 370.00 525.00 15.00 550.00 1,000.00 10.00 30.00 35.00 10.00 15.00 1,500.00 10.00 1.00 10.00 60.00 1.00 10..00 20.00 10.00 10.00 25.00 22.00 30.00 10.00 20.00 30.00 50.00 1.00 5.00 1.00 1.00 15.00 2.00 40.00 1.00 225.00 120.00 Date: 04-20-2004 Settlement Seller: 1 717 Wayne R Elmer Murry Auctions, Inc. 23 North Water Street Lititz, PA 17543 626-2636 Fax 717 627-6757 Conrad Living Trust Page: Far Item Description Price Qty Total Owners manual ................. WELDERRODS 1 150.00 COMPRESSOR 1 7.00 Lumber 1 100.00 Aluminum 1 5.00 Bikes, windows 1 20.00 WHITEDOOR 1 2.00 Scrap pile 1 5.00 Wagon 1 10.00 BARBWIRE 1 50.00 Hay wagon 1 1.00 Wagon 1 425.00 Chain I 1,150.00 ALLBUILDING SUPPLIES 1 120.00 CHAINBINDER 1 1.00 WIRE CANVAS i 4.00 BROOM/GARDS I 3.00 BUCKET LOT 1 3.00 BUCKETLOTS 1 1.00 MISC. ITEMS 1 1.00 CLIPPER i 2.00 BASKET LOT I 40.00 RAKE/BOX 1 1.00 CHAINS/PUMP 1 4.00 BOXLOT 1 1.00 Cigar boxes ! 7.00 Filter box lot 1 3.00 BOXLOT 1 3.00 Anvil 1 1.00 Corn sheller 1 45.00 BOXLOT 1 10.00 Box lot 1 1.00 Box lot 1 2.00 WRENCHES 1 2.00 Plastic I 7.00 Feed bag 1 1.00 Digging iron 1 20.00 Battery box 1 22.00 Box lot 1 1.00 Skill saw 1 ~.00 SAW 1 4.00 SHOVEL 1 20.00 1 1.00 Date: 04-20-2004 Settlement Seller: Elmer Murry Auctions, Inc. 23 North Water Street L~titz, PA 17543 717 626-2636 Fax 717 627-6757 Wayne R Conrad Living Trust Page: Far~ Item Descr~ption SNOWSHOVEL SHOVEL BELT-SHAFT WAGONBOXLOT WAGONBOXLOT Box lot Planter PEGBOARD/HOOKS/BUCKETS Anvil FENCER Water bowl Box lot FENCER Ladder Jack Box lot Berry box MISCSCREWSNAILS Motor Tool lot Basket lot BUGSCREEN Wagon box Wagon box Wagon box Wagon box BELT/FENCER Wagon box SHOVEL/SAWPLATE WAGONBOXLOT SHAFTS 2 GREASE GUNS 3 GREASE GUN Metal mops Hardware Box lot Box lot CHAINBINDER Box lot PRYBARS Box lot Box lot Funnels Price Qty 1 1 1 1 1 1 1 1 i 1 1 1 1 1 1 Total 2.00 3.00 1.00 1.00 7.50 4.00 1.00 2.00 16.00 15.00 3.00 1.00 7.50 3.00 3.00 7.00 1.00 1.00 6.00 1.00 1.00 4.00 4.00 4.00 4.00 7.50 12.50 4.00 10.00 1.00 1.00 1.00 I. 00 1.00 3.00 3.00 3.00 2.00 1.00 4.00 4.00 4. 00 Date: 04-20-2004 Elmer Murry Auctions, Inc. 23 North Water- Street Lititz, PA 17543 717 626-2636 Fax 717 627-6757 Settlement Wayne R Conrad Living Trust Seller: 1 Page: Far~ Item Description ................................. Price - PITCHFORKS - Crate iull - Bucket lot - PITCHFORKS - Plow shaft - Pitch fork - BOXLOT - Pitch ~orks - Pitch ~orks - TOOL - Pitch forks - Shears - TRIMMER - Binders - APPLEPICKER - BROOM/FORKS - HINGES - BOX OF TAPS - HINGES - CORD/WAGONBRAKE/BUTCHERHOOK S - Fencer - ROPE - WIRE - SCOOP/ROPE - HOOKS - CHAIN - CHAIN ~ - SICKLEMOWERBLADES - GREENBOX - 2 DISCS - WOODBOX - WOODBOX - BOWSAW - BALERJACK - REPERTEETH/HOOFTRiMMER - SIGNPOST - METALBOX - TROUGH - TROUGH - Plow - TROUGHDAMAGED Qty Total 5.00 3.00 3.00 2.00 7.00 1.00 6.0~ 5.00 1.00 1.00 3.00 6.00 5.00 14.00 2.00 3.00 2.00 1.00 1.00 8.00 1 1 i 1 1 1 1 1 I 1 1 1 1 1 1 i i 1 1 1 1 4.00 16.00 1.00 1.00 20.00 6.00 22.00 1.00 6.00 5.00 2.00 2.00 1.00 4.00 5.00 6.00 1.00 20.00 25.00 120.00 1.00 Date: 04-20-2004 Settlement Seller: Elmer Murry Auctions, Inc. 23 North Water Street Lititz, PA 17543 717 626-2636 Fax 717 627-6757 Wayne R Conrad Living Trust Page: Far Item Description SHOVELHEADS CHAIN/ROPE/COWSTRAPS CULTIVATORS TOOL SNOUT BUTCHERSPOON Hopper covers Cans DIGGINGIRON MULESPREADER VENTPIPE PARTS TO HA¥CUTTER TOOL/BEARING BOXLOT TOOL Trough Trough Trough BUCKET/BOXLOT Trough Trough Trough BUCKETLOT Trough Trough Trough BOXLQT/CHAINS Trough BOXLOT/CAN BOXLOT Tool box BOXLOT Box lot BOXLOT Tool Wire spool Chains Box lot Knives, etc Lawn sweeper METALBOXLOT Pile lot Price 1.00 Qty 1 1 i 1 1 1 1 1 1 1 2 1 1 1 1 1 1 1 1 Total 1.00 2.00 1.00 7.00 6.00 4.00 1.00 2.00 3.00 1.00 1.00 1.00 1.00 1.00 37.00 11.00 1.00 8.00 1.00 1.00 4.00 1.00 1.00 1.00 4.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 i. 00 3.00 1.00 50.00 5.00 1.00 1.00 4.00 10.00 Date: 04-20-2004 717 Settlement Wayne R Seller: 1 Elmer Murry Auctions, Inc. 23 North Water Street Lititz, PA 17643 626-2636 Fax 717 627-6757 Conrad Living Trust Page: Far! Item Description Plywood Wire fence GAS PUMP Misc items Troughs Troughs BUCKETLOT Trough BUCKETLOT HUBCAPS CAN WOODDOOR WOODDOOR WOODDOOR GRID-DOORS TOOLBOX DOOR COUNTER TRACTORFLUID I-BEAN WOOD WOOD METAL ALONGWALL TRUCK CAP TIRES LADDER BUMPER LUMBER WHEELS/LADDER TRI-POD COAL Commission at 10.000% Sign Potty Advertising (84.5% of Price Qty Total Items: 492 Amount: 2, 745. 1 4.00 1 7.00 I 4.00 1 1.00 1 1.00 1 4.00 1 1.00 1 5.00 1 i. 00 1 1.00 1 1.00 1 1.00 1 7.00 1 6.00 1 1.00 1 1.00 I 1.00 1 5.00 i 1.00 i 1.00 1 5.00 1 8.00 1 4.00 ! 3.00 1 i. 00 ! 1.00 1 i. 00 1 2.00 I 1.00 1 1.00 1 5.00 27~ 458.50 904.50) Less Net 150.00 99.00 7G4.30 adjustments: due to seller: -3, 759.15 2~, G99.35 IN RE: F~J,r IVl~t AppraL.~ ,Ricl~d p. ~ Auctioneer, Appariaser 608 Thrush Court Mechanicsburg, PA 17050 February 24, 2004 OWNER: Wayne R. Conrad Estate 175 Woods Drive Mechanic, sbu[g, PA 17O55 Date of Death: November 18, 2003 This appraisal completed as per request to determine a fair market value regarding the following list of items. f.Oak Double Bed SHIRLEY 2. Oak Washstand $'150.00 3. EntraDce Stand 4. Rocker $200.00 $40.00 5.Night Stand $50.00 $60.00 1.Bookshelf HELEN 2. Oak Dresser $5.00 3. Porch Swing $145.00 4.6 Bow Back Chairs {~ 9 ea. $15.00 &Gun Cabinet $54.00 6.Oak Stand $30.00 $35,00 1.Chest CLARA 2. Country Cupboard $150.00 3. Skitt Saw 4. Grinder $650.00 5. Set of Dishes $12.00 $7. OO 6. Brush Pottery Planter $45.00 7. Drop Leaf Table $55.00 8. Oak Mirror ~ 9. Crock $50.00 $8O. OO 'f0. k~tchen Cai31nets $5,00 $20.00 1,Desk and Chair 2.High Oak Chest of Drawers 3. Sofa Table 4.Mantle Clock &Grinder and Hand Tools 6. Cedar Wardrobe 7. Mirror DAVID $25.00 $t00.00 $50,00 $50.00 $40.00 $4O. 00 $10.00 $2,173.00 Upon obers~-vation of the aforementioned items it is to the best of my knowledge end belief ~ thousand one hundred seventy three ($2173.00) Dollars represents a fair market value. Nevin Fahne ck's Auction Service Item Empire Chest of drawers w/wooden pull handles (damaged) Empire Chest of drawers w/glass pull handles Oak sideboard Cedar chest 2-Brown metal wardrobes Maple dbl headboard, footboard and frame Duncan Phyfe style dropleaf table Singer sewing machine (needs repair) 1-box of puzzles metal high chair Recliner 1-Blue rocking chair Gold swivel rocker' 3-boxes of misc kitchen pots, pans & dishware Roll-a-way bed frame Price $125.00 100.00 300.00 50.00 10.00 i5.00 150.00 25.00 3.00 5.00 75.00 25.00 12.00 25.00 15.00 TOTAL $ 935.00 In my opinion the appraised values are the prices that could posssibly be obtained if these items were offered at public auction. .. Nevin Fahnestock Auctioneer/Appraiser February 17, 2004 Ao.oo 15.oo - REV-1510 EX+ (1-97) SCHEDULE G INTER-VIVOS TRANSFERS & COMMONWEALTH OF PENNSYLVANIA INHERITANCETAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Wa.yne R. Conrad SS~/ 196-14-3880 11/18/2003 21-04-0118 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DESCRIPTION OF PROPERTY % OF ITEM INCLUDETHE NAME OFTHETRANSFEREE, THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER NUMBER ATTACH A COPYOF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 1 The Wayne Richard Conrad 2,219,361.17 2,219,361.17 Trust, - dated January 11, 2000, a/k/a The Wayne R. Conrad Revocable Living Trust, dated January 11, 2000, a revocable living trust entered into by Decedent as Trustor and Decedent as Trustee on January 11, 2000 (see attached Inventory). TOTAL (Also enter on line 7, Recapitulation) $ 2,219,361.17 d, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, inc. Form REV-1510 EX (Rev. 1~97) EV-1511 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wayne R. Conrad SS~/ 196-14-3880 SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS 11/18/2003 FILE NUMBER 21-04-0118 Debts of decedent must be reported on Schedule I. ITEM NUMBER 4 DESCRIPTION FUNERAL EXPENSES: Gin§rich Memorials, - engraving marker. Malpezzi Funeral Home, Mechanicsburg, PA, funeral expense. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Clara Fisher Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 1221 Gross Drive City Mechanicsbur5 State PA 172-36-0684 Zip 17055 Year(s) Commission Paid: Attorney's Fees Law 0ffices-Marlin R. McCaleb Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees OtherAdministrativeCosts Clara Fisher and Helen Boose, Trustees of the Wayne R. Conrad Revocable Living Trust dated January 11, 2000, Trustees' commissions on administration of Trust assets subject to the claims of Decedent's creditors (as agreed upon). Cumbereland Law Journal, advertising Letters. Elmer Murry Auctions, Inc., auctioneer's commission and expenses of public auction of Decedent's household contents, furniture and farm equipment. Hilbert & Associates, appraisal of real estate (farm) titled in Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) I AMOUNT 100.00 7,192.25 2,534.36 2,534.36 111.00 66,948.06 75.00 3,759.15 1,600.00 254,796.88 $ 339,651.06 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) Estate of: Wayne R. Conrad Soc Sec #: 196-14-3880 Date of Death: 11/18/2003 Item Description Continuation of Schedule H-B7 (Other Administrative Costs) Amount 5 6 7 9 10 name of Decedent as Trustee of the Wayne R. Conrad Revocable Living Trust. M. C. Walker Realty/Remax Realty Associates commissions on sale of Trust real estate. realtors' Marlin R. McCaleb, Esquire, - attorney for The Wayner R. Conrad Revocable Living Trust dated January 11, 2000, attorney's fees for the administration of Trust assets subject to the claims of Decedent's creditors (as agreed upon). Recorder of Deeds, - Pennsylvania Realty Transfer tax paid on the dale of the Trust real estate. Register of Wills, filing Inventory and Appraisement. Register of Wills, reserve for filing Account, Releases, etc. The Patriot-News, advertising Letters. 154,070.00 78,320.28 22,010.00 25.00 250.00 121.60 254,796.88 REV-I$1Z EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wayne R. Conrad SS# SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS 196-14-3880 11/18/2003 FILE NUMBER 21-04-0118 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 2 3 4 5 6 7 8 9 Beaudry Oral Surgery, account payable, medical/dental. Dennis J. Panas, D.M.D., - account payable, dental. Giant Food Stores, - account payable, groceries. PP&L Co., - account payable, electric. Snoke Family Practice, account payable, medical. Verizon, account payable, telephone. West West tax. William K. Shore EMS, - account payable, medical. Shore Tax Bureau, account payable, 2003 personal income Shaffer, D.C., account payable, medical. TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) AMOUNT 390.04 442.00 18.75 76.14 7.78 21.92 84.40 17.54 137.04 $ 1,195.61 Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) REV-1513 EX + (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Wayne R. Conrad SS# 196-14-3880 11/18/2003 21-04-0118 RELATIONSHIP TO DECEDENT NUMBER 3 4 5 II. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.Z)] Kathryn Maxwell 260 Old State Road Shermans Dale, PA 17090 Shirley Conrad 919 West Trindle Road Mechanicsburg, PA 17055 Mary M. Spade RR#2, Box 474 Richfield, PA 17086 Michael Conrad 7 Doe Road Enola, PA 17025 David L. Conrad P. O. Box 901 Carlisle, PA 17013 Do Not List Trustee(s) Daughter Daughter Daughter Son Son AMOUNT OR SHARE OF ESTATE 935.00 275,466.69 275,466.69 275,466.68 275,466.68 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET 0.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) Z000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE REV- 1513 EX + (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Wayne R. Conrad SS# 196-14-3880 11/18/2003 21-04-0118 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE II. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.Z)] Clara Fisher P. 0. Box 1114 Mechanicsburg, PA 17055 Helen Boose RR#1, Box 325 Loysville, PA 17047 Wayne R. Conrad, Jr. c/o Samantha Stotler, 130 Center Street Carlisle, PA 17013 Admtrx Daughter Daughter S on 275,466.68 275,466.68 275,466.68 ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) zOO0 form software only The Lackner Group, Inc, Form REV- 1513 EX (Rev, 9-00) Register of Wills of Estate of Wa)me R. Conrad also known as Wayne Richard Conrad CUMBE~ INVENTORY Clara Fisher, County, Pennsylvania , Deceased No. 21-04- 0118 Date of Death.. 11/18/2003 Social Security No. 196-14- 3880 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Marlin R. McCaleb Esq. I.D. No.: 06353 Address: 219 East Main Street Mechanicsbur~, PA 17055 Telephone: _717/691- 7700 Personal Representative Signature: Clara Fisher Signature: Address: 1221 Gross Drive Mechanicsbur~, PA 17055 Telephone: 717/783-2930 Dated: ~./! ~3_/0 Description Value (See continuation page(s) attached) (Attach additional sheets if necessary) Total: 50,687.28 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Penrtsylvanla Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form #RW-7 (199z) Estate of: Date of Death: County: Wayne R. Conrad 11/18/2003 Cumberland INVENTORY CASH: Cash in safe deposit box. Coins in Decedent's possession. PNC Bank, Checking Acct. #5070105732; principal balance as of D.O.D.: $2,111.66; accrued interest to D.O.D.: $0.02. PNC Bank, Savings Acct. #5004001046; principal balance as of D.O.D.: $13,135.42; accrued interest to D.O.D.: $2.85. 2.00 12.00 2,111.68 13,138.27 15,263.95 PERSONAL PROPERTY: AmeriGas, refund for unused propane gas. Household contents, furniture and farm equipment. Old Guard Insurance Co., refund of homeowner's insurance premium on farm. PA Department of Revenue, 2002 personal income tax refund. 22.83 31,566.50 34.00 2.00 -1- U. S. Department of Agriculture, - 2001/2002 crop loss claim. 998.00 MORTGAGE/NOTE RECEIVABLE: Balance of loan to George R. Beck - Amount of original loan on 05/29/2000: $2,000.00; amount of additional loan on 09/24/2002: $600.00; amount repaid prior to D.O.D.: Si,500.00. Fred Potteiger, balance owed Decedent for purchase of heifer and bull in Summer of 2003. Nailor Farms, balance of farm rent for 2003. 1,100.00 800.00 900.00 32,623.33 2,800.00 TOTAL RECEIPTS OF PRINCIPAL ............... 50,687.28 -2- 06 (Rev. August 2003 DepArtment of the Treasury Internal Revenue Service la ,38 United States Estate (and Generation-Skipping Transfer) Tax Return Estate of a citizen or resident of the United States (see separate Instructions). To be filed for decedents dying after December 31, 2002, and before January 1, 2004. For Paperwork Reduction Act Notice, see the separate instructions. ~,,['s first name and middle initial (and malden name, if any) Wayne R. Legal residence (domicile) at time of death (county, state, and %%coe,or.~oretg~,co~ntry) . mDer±ano ~ountyr PA 17050 Name of executor (see page 3 of the instructions) Clara Fisher Executor's social security number (see page 3 of the instruction~ 1721 36 10684 OMB No. 1545-0015 lb Decedent's last name I 2 Decedent'e Social Security No. Conrad I 196: 14 :3880 3b Year domicile established 4 . Date of birth 5 Date of death !921 07/24/21 11/1,8/2003 6b Executor's address (number and street including apartment or suite no. or rural mute; city, town, or post office; state; and ZIP code) 1221 Gross Drive Mechanicsburg, PA 17055 Name and location of court where will was probated or estate administered Orphans Court, C~mherland County. PA/Carlisle. PA 8 If decedent died testate, check here ~- ~] and attach a certified copy of the will. I 9 If Form 4768 is attached, check here I~ [] 10 If Schedule R-1 is attached, check hera · [] I Total gross estate less exclusion (from Part 5, Recapitulation, page 3, item 12) ...... 45 2 Total allowable deductions (from Part 5, Recapitulation, page 3, item 23) ........ 6 7 $ Taxable estate (subtract line 2 from line 1) ................. 78 4 Adjusted taxable gifts (total taxable gifts (within the meaning of section 2503) made by the decedent after December 31,1976, other than gifts that are includible in decedent's gross estate (section 2001 (b))) 0 0 0 5 Add lines 3 and 4 929,201 78 6 Tentative tax on the amount on line 5 from Table A on page 4 of the instructions ..... 7 Total gift tax payable with respect to gifts made by the decedent after December 31, 1976. Include gift taxes by the decedent's spouse for such spouse's share of split gifts (section 2513) only if the decedent was the donor cf these gifts and they are includible in the decedent's gross estate (see instructions) 8 Gross estate tax (subtract line 7 from line 6) 9 Maximum unified credit (applicable credit amount) against estate tax . 10 Adjustment to unified credit (applicable credit amount).,(This adjustment may not exceed $6,000. See page 5 of the instructions.). 0 Allowable unified credit (applicable credit amount) (subtract line 10 from line 9) ...... 3 4 5,80 0 00 12 Subtract line 11 from line 8 (but do not enter less than zero) ............ 403,140 80 13 Credit for state death taxes (cannot exceed line 12). Attach credit evidence (see instructions). Figure the credit by using the amount on line 3 less $60,000. See Table B in the instructions. Enter the amount here from Table B · .... 9.4+~02,~5.~ ..... x .50 ........ 14 Subtract line 13 from line 12 53 Credit for Federal gift taxes on pre-1977 gifts (section 2012) (attach 15 0 00 16 0 00 17 0 00 Tb Case number 1-04-0118 Signature of '~repare~ o~her than executo~ Law Offices 219 East Main Street ,Address~ndZlpG~e)' . MechanicsDurg, PA 17055 CSt. No. 20548R - Marlin R. McCaleb ~':" ' ~ U' computation) ................. 16 Credit for foreign death taxes (from Schedule(s) P). (Attach Form(s) 706-CE.) ................ 17 Credit for tax on prior transfers (from Schedule Q) ...... 18 Total (add lines 15, 16, and 17) .................... 19 Net estate tax (subtract line 18 from line 14) ................ 20 Generation-skipping transfer taxes (from Schedule R, Part 2, line 10) ........ . 00 21 Total transfer taxes (add lines 19 and 20) 3 5 5,8 89 5 3 22 Prior payments. Explain in an attached statement ....... 23 23 United States Treasury bonds redeemed in payment of estate tax . . 0 24 Total (add lines 22 and 23) 00 25 Balance due (or overpayment) (subtract line 24 from line 21). Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the beet of my knowledge and belief, it is true, correct, and complete. Declara,~j~f p/~rer other than {he executor is based on all information of which preparer has any knowledge. (_ V Sigr~ure(s) of executor(s) Clara Fisher Date orm 706(Rev. 7-99) Estate of: Wayne R. Conrad SS~/ 196-14-3880 11/18/2003 Part 3 - Elections by the Executor Please check the "Yes" or "No" box for each question. (See instructions beginnin~l on parle 5.) Yes No I Do you elect alternate valuation? ................................................ I X Z Do you elect special use valuation? .............................................. 2 X If "Yes," you must complete and attach Schedule A-1. 3 Do you elect to pay the taxes in installments as described in section 61667 .......................... 3 X If "Yes," you must attach the additional information described on page 8 of the instructions. 4 Do you elect to postpone the part of the taxes attributable to a reversiona~ or remainder interest as described in section 61637 4 X Part 4 - General Information (Note: Please attach the necessary supplemental documents. You must attach the death certificate.) (See instructions beginning on page 9.) Authorization to receive confidential tax information under Regs. sec. 601.504(b)(2)(i); to act as the estate's representative before the IRS; and to make written or oral presentations on behalf of the estate if return prepared by an attorney, accountant, or enrolled agent for the executor: Name of representative (print or type) I State Address (number, street, and room or suite no., city, state, and ZIP code) Marlin R. McCaleb Esq. I PA 219 East Main Street, Mechanicsbur~, PA 17055 I declare that l am the [__X_.Jattorney/L._.J certified public accountant/~ enrolled agent (you must check the applicable box)for the executor and prepared this return for the executor. I am not under suspension or disbarment from practice before the Internal Revenue Service and am qualified to practice in thee state shown above. Signature~_,~~~ CAF 0200- 03532R number Telephone number 717/691- 7700 I Death certificate number and issuing authority (attach a copy of the death certificate to this return). P9641152/PA Dept. of Health 2 Decedent's business or occupation. If retired, check here · I I and state decedent's former business or occupation. Farmer 3 Marital status of the decedent at time of death: Married Widow or widower - Name, SSN, and date of death of deceased spouse · Hazel I. Conrad 198-30-0115 --6iyii -f g- .............................. Single Legally separated Divorced - Date divorce decree became final · 4a Surviving spouse's name 14b Social security number I 4c Amount received (see page 9 of instructions) None 5 Individuals (other than the surviving spouse), trusts, or other estates who receive benefits from the estate (do not include charitable beneficiaries shown in Schedule O) (see instructions). For Privacy Act Notice (applicable to individual beneficiaries only), see the Instructions for Form 1040. Name of Individual, trust, or estate receiving $5,000 or more Identifying number Relationship to decedent Amount (see instructions) The Wayne Richard Conrad Trust 43-6905247 Trust 1,929,201,;78 a/k/a The Wayne R. Conrad Rev. Trst dated January 11, 2000 ~,11 unascertainable beneficiaries and those who receive less than $5,000 ............... ~ ........... · 0.00 Total O. O0 Please check the "Yes" or "No" box for each question. Yes I No 6 Does the gross estate contain any section 2044 property (qualified terminable Interest property (QTIP) from a prior gift or estate) (see page 9 of the instructions)? J X (continued on next page) Page copyr ght (c) 1999 form software only The Lackner Group, inc. Form 706 (Rev. 7-99) F, orm 706 lRev. 7-99) Part 4 - General Information (continued) Estate of Wayne R. Conrad Please check the "Yes" or "No" box for each question. No 7a Have Federal gift tax returns ever been filed? If "Yes," please attach copies of the returns, if available, and furnish the following information: 7b Period(s) covered I 7c Internal Revenue office(s) where filed If you answer "Yes" to any of questions 8-16, you must attach additional information as described in the instructions. 8a was there any insurance on the decedent's life that is not included on the return as part of the gross estate? .................... X b Did the decedent own any Insurance on the life of another that Is not Included in the gross estate? ......................... X Did the decedent at the time of death own any property as a Joint tenant with right of survivorship In which (al one or more of the other joint tenants was someone other than the decedent's spouse, and (b) less than the full value of the property is Included on the return as part of the gross estate? If "Yes," you must complete and attach Schedule E 10 Did the decedent, at the time of death, own any Interest in a partnership or unincorporated business or any stock in an Irmctlve or closely held corporation? 11 Did the decedent make any transfer described in section Z035, Z036, Z037, or Z038 (see the instructions for Schedule G beginning on page 11 of the separate Instructions)? If "Yes," you must complete and attach Schedule G X 12 Were there in existence at the time of the decedent's death: a Any trusts created by the decedent during his or her lifetime? b Any trusts not created by the decedent under which the decedent possessed any power, beneficial Interest, or trusteeship? .............. X 13 Did the decedent ever possess, exercise, or release any general power of appointment? If "Yes," you must complete and attach Schedule H ........ X 14 Was the marital deduction computed under the transitional rule of Public Law 97-34, section 403(eX3) (Economic Recovery Tax Act of 1981)? ....... If "Yes," attach a separate computation of the marital deduction, enter the amount on Item Z0 of the Recapitulation, and note on Item ZO "computation attached." 15 Was the decedent, immediately before death, receiving an annuity described in the 'General" paragraph of the Instructions for Schedule I? if "Yes," you must complete and attach Schedule I 16 was the decedent ever the beneficiary of a trust for which a deduction was claimed by the estate of a pre-deceased spouse under section 2056(b)(7) and which Is not reported on this return? If 'Yes," you must attach an explanation X Part 5 - Recapitulation Item number Gross estate Alternate value Value at date of death 1 Schedule A - Real Estate ............................. 1 0.00 Z Schedule B - Stocks and Bonds 2 0.00 3 Schedule C - Mortgages, Notes, and Cash .................... 3 '18,063.95 4 Schedule D - Insurance on the Decedent's Life (attach Form(s) 712) ........ 4 0.00 5 Schedule E - Jointly Owned Property (attach Form(s) 712 for life insurance) .... 5 0.00 6 Schedule F - Other Miscellaneous Property (attach Form(s) 712 for life insurance). 6 32,623.3 3 7 Schedule G - Transfers During Decedent's Life (attach Form(s) 712 for life insurance) 7 2,219,361.17 8 Schedule H - Powers of Appointment ....................... 8 0.00 9 Schedule I - Annuities 9 0 00 10 Total gross estate (add items 1 through 9) ..................... 10 2 t 270 ~ 048.45 11 Schedule U Qualified Conservation Easement Exclusion ............. 11 0.00 12 Total gross estate less exclusion (subtract item 11 from item 10). Enter here and on line 1 of Part 2 - Tax Computation 1:' 2 ? 270 ;, 048.45 Item number Deductions Amount 13 Schedule J Funeral Expenses and Expenses Incurred in Administering Property Subject to Claims ..... 13 339,651.06 14 Schedule K - Debts of the Decedent ..................................... 14 1,195.61 15 Schedule K - Mortgages and Liens ...................................... 15 0.00 16 Total of items 13 through 15 ......................................... 16 340,846.67 17 Allowable amount of deductions from item 16 (see the instructions for item 17 of the Recapitulation) ..... 17 340,846.67 18 Schedule L - Net Losses During Administration ................................ 18 0.00 19 Schedule L - Expenses Incurred in Administering Property Not Subject to Claims .............. 19 0.00 Z0 Schedule M - Bequests, etc., to Surviving Spouse .............................. Z0 0.00 21 Schedule O - Charitable, Public, and Similar Gifts and Bequests ....................... 21 0.00 22 Schedule T - Qualified Family-Owned Business Interest Deduction ...................... 22 0.00 23 Total allowable deductions (add items 17 through 22). Enter here and on line 2 of the Tax Computation . . . 23 340 ~ 846.67 Page 3 Copyright (c) 1999 form software only The Lackner Group, Inc. Form 706 (Rev. 7-99) Form 706(Rev. 7-99) Estateof: Wayne R. Conrad SS{/ 196-14-3880 11/18/2003 SCHEDULE C - Mortgages, Notes, and Cash (For jointly owned property that must be disclosed on Schedule E, see the instructions for Schedule E.) (tern number Description Alternate valuation date Alternate value Value at date of death 1 Balance of loan to George R. Beck - Amount 1,100.00 of original loan on 05/29/2000: $2,000.00; amount of additional loan on 09/24/2002: $600.00; amount repaid prior to D.O.D.: $1,500.00. 2 Fred Potteiger, balance owed Decedent 800.00 for purchase of heifer and bull in Summer of 2003. 3 Nailor Farms, balance of farm rent for 900.00 2003. 4 Cash in safe deposit box. 2.00 5 Coins in Decedent's possession. 12.00 6 PNC Bank, - Checking Acct. #5070105732; 2,111.68 principal balance as of D.O.D.: $2,111.66; accrued interest to D.O.D.: $0.02. 7 PNC Bank, Savings Acct. #5004001046; 13,138.27 principal balance as of D.O.D.: $13,135.42; accrued interest to D.O.D.: $2.85. Total from continuation schedules (or additional sheets) aRached to this schedule ....... TOTAL. (Also enter on Pa~ 5, RecapRulation, pa~e 3, at Rem 3.) ................ 18 ~ 063 95 more space is needed ~ffneh th~ ~ti.,,~f; .... k~4..,- ~ .... L ........ ' (See the instructions on the reverse side.) Copyright (c) 1999 form software only The Lackner Group, Inc. from the end of this package or additional sheets of the same size.) Schedule C - Page 13 Form 706 Schedule C (Rev. 7-99) PNCBAN February 17, 2004 Marlin R MzCaleb A~x~rney at~,Law 219 E Main St P 0 Box 230 Mecb. ani¢~burg, PA 17055 /scp Estate of Wayne Richm-d Conrad (De~ .~e,d) SSN: 436-90.5247 DOD: 11-18-2003 Dear Mr. McCaleb: Ia respoaae to your request for Date of Death balances for the customer noted above, our rocords show the followi~: Ch~ektng Account Account #5070105732 WAYNE R CONRAD DOD balanoe: $2,11166 + $0.02 aooruefl ~texest Ealabli~hed Oa-O 5-1991 Savings Account Account #5004001046 WAYNE R CONRAD DOD balaace: $13, I35.42 + $2.$5 a~cra~ interost Established 06-21-2002 Safe deposit box Tho decedent maintained safe deposit box #I0, It was in one name only. WAYNE R CONRAD It is located at: MECHANICSBURG 2 EAST MAIN STREET MECHANICSBURO PA 17055 71%691-4035 Page ! of 2 Please note thai tkis office only provides date of death balance., for d~sit accosts (~s, CD~, ~ec~ng ~d Sa~gs a~t~). We do ~ p~c~s an~ financial t~nsac~o~ or pro.de statement, ~you n~d ~sis~ce with ~y o~ese it.s, please call 1-888-PNC-B~ (I-888-762-2265) or stop by yo~ io~1 PHC B~ b~ch Sincerely, Erica L Schleg¢l 1-800-762-1 ??5 PT-PFSC-O4.F 500 F~rst Ave. Pittab~r~ PA 15219 FDIC Pa~ 2 TOTAL P.02 Form 706(Rev. 7-99) Estate of: Wayne R. Conrad SS{/ 196-14-3880 11/18/2003 SCHEDULE F - Other Miscellaneous Property Not Reportable Under Any Other Schedule (For jointly owned property that must be disclosed on Schedule E, see the instructions for Schedule E.) (If you elect section 2032A valuation, you must complete Schedule F and Schedule A-I.) Did the decedent at the time of death own any articles of artistic or collectible value in excess of $3,000 or any collections whose artistic or collectible value combined at date of death exceeded $10,0007 ................................ If "Yes," submit full details on this schedule and attach appraisals. Has the decedent's estate, spouse, or any other person, received (or will receive) any bonus or award as a result of the decedent's employment or death? If "Yes," submit full details on this schedule. Did the decedent at the time of death have, or have access to, a safe deposit box? ........................... If "Yes," state location, and if held in joint names of decedent and another, state name and relationship of joint depositor. PNC Bank Main & Market Streets Mechanicsburg, PA 17055 If any of the contents of the safe deposit box are omitted from the schedules in this return, explain fully why omitted. Certificates of Deposit ($11,000.00) had been previously redeemed. Item Description Alternate number For securities, give CUSIP number, valuation date Alternate value Value at date of death 1 AmeriGas, - refund for unused propane gas. 2 Household equipment. contents, furniture and farm Old Guard Insurance Co., - refund of homeowner's insurance premium on farm. PA Department of Revenue, 2002 income tax refund. U. S. Department of Agriculture, 2001/2002 crop loss claim. personal Total from continuation schedules (or additional sheets) attached to this schedule ....... 22.83 31,566.50 TOTAL. (Also enter on Part 5, Recapitulation, parle 3, at item 6.) ................ (if more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.) (See the instructions on the reverse side.) 34.00 2.00 998.00 32~623.33 Schedule F - Page 19 Copyright (c) 1999 form software only The Lackner Group, Inc. Form 706 Schedule F (Rev. 7-99} Date: 04-20-2004 Settlement Seller: 1 717 Wayne R Elmer Murry Auctions, £nc. 23 Worth Water Street Lititz, PA 17543 626-2~36 Fax 717 627-6757 Conrad Living Trust Page: Item Description - Old trains ~- Pulley - Telephone - Graniteware - Radio - Oil cans - Grinder - Planter - Plate - Mckee depression ware - Mirror - Watches - COALBUCKET - MINI DISHES - OLD DOOR KNOBS - GLASSW£AR-P. BUTTERGLASS - WASH BASKET LOT - GRANITEWARE - THERMOS, DOLL, SOAP - BOWL-2OILLAMPS - FINKBOTTLES - HOMEMADESOAP-ALL - BOXLOT-HOUSEHOLDITEMS - BOX LOTS TOOLS - HOUSEHOLD-TOOLS - RADIO-DISHES-WALLPAPER - SOCKETSET - SOCKETS - MISC. KETTLES - SCREENS-BRASS. BUTCHERSHOOK - BOX LOTGLASSWEAR - SOCKETSET - SAW-BOXLOT - MISC. CALENDERS - BOXLOT-COOKBOOKS - RECORDALBUMS - TEAMAKER - ROLLARSKATES/CANOPENER - FLAREFLAG/MISC - SINGLETREE - WINDOWGLASS - BOXLOT-TOOLS Price Total 15.00 5.00 4.00 1.00 2.00 5.00 4.00 2.00 7.50 4.00 ~.00 1.00 1.00 2.00 4.00 3.00 i.00 i.00 i.00 3.00 '30.00 2.00 6.00 2.00 5.00 1.00 22.50 7.50 2.00 2.00 1.00 1.00 i.00 ~5.00 4.00 1.00 ~.00 2.00 2.00 2.00 22.50 7.00 Date: 04-20-2004 Elmer Murry Auctions, Inc. 23 North Water Street Lltitz, PA 17543 717 626-2636 Fax 717 627-6757 Settlement Wayne R Conrad Living Trust Seller: Page: Item Description Price - OLD HINGES-PLUMBINGITEMS - OLD SCHOOLBOOKS - MEATSAW - GRAINSCALE - EASTERBUNNY..TRAYLOT - SHOERACK. CHIMNRYCAP. CHAiR - LAMP-TYPEWRITER-2MINSAWS - AUTOLIGHTS-FORD - AUTOLIGHTS - HORSECOLLAR - SPEEDOMETER - AUTOLIGHTS-FOGLIGHTS - TV - CARGRILL - LARDCANS - CRIB/CABINETS - GREENBOX - SHOVEL/WHIRLYBiRD - FENCEPOSTPILE - CHEESEBOX - BOXLOT/CHOICE - GROUPBOXLOT - HEATTROLLA - FLOORLAMP-SPRAYER - PIC FRAME - GRATEREGISTER - FURCOAT/CABINET2/HORN - BUCKETLOT/PAIRPLANKS - CHOICE/STAND - CHOICE/REDTOOLBOX - TV - SPRAYER/FAN - TV 3.00 - RAINBOWSWEEPER - CHOICE/STOVE - 2BRASSIOILLAMPS - OLDWINDOWGLASS - 1858JAR-CHOICE - 1858JAR 6.00 - CABINET/PIGEONHOLES 4.00 - CLOCK - MICROWAVE Qty 1 1 1 1 ! ! 1 1 ! ! 1 ! 2 1 5 10 Total 4.00 8.00 6.00 25.00 10.00 2.00 7.50 30.00 1.00 1.00 4.00 1.00 15.00 60.00 1.00 2.00 1.00 4.00 4.00 1.00 1.00 1.00 10.00 1.00 1.00 7.00 1.00 2.00 3.00 ~.00 3.00 6.00 3.00 3.00 3.00 10.00 1.00 30.00 40.00 4.00 1.00 1.00 Date: 04-20-2004 Elmer Murry Auctions, Inc. 23 North Water Street Lititz, PA 17543 717 626-2636 Fax 717 627-6757 Settlement Wayne R Conrad Living Trust Seller: Page: Item Description Pri~e Qty TOOLSET/RED GREENTOOLSET REDTOOLSET 2TOOLS/CRAFTSMEN STOVE IRONINGBOARD BOXLOT/CHOICE BOXLOT/CHOICE BOXLOTCHOICE BOXLOT/CHOICE BOXLOT/CHOICE STUFFEDANIMAL$ 3.00 BOXLOT/CHOICE. TOOLBOX BOXLOT PUZZLESBOXLOT BOXLOT/JARS/CHOICE SKIDLOT BOXLOT/JARS. CHOICE 17.00 BOXLOT/JARS/CHOICE BOXLOT/JARS/CHOICE BOXLOT/CHOICE BOXLOT/CHOICE BOXLOT 7.00 LIDS/CHOICE JAR~ 1.00 LIDS 1.00 JARS JARS JARS 1.00 SKIDJARS 1.00 BARREL CULTIVATOR 1.00 SPRACKETWHEEL PLOW PLOW IMPLIMENT PLOW 3.00 HANDPLOW ADV. CAN-CHOiCE 4 00 ADV. CAN. CHO1CE ' ADV. CANCHOICE 4.00 4CANS 4.00 Total 1 1 1 1 1 1 1 ! 1 2 1 1 1 1 1 1 1 1 1 3 1 8 1 1 2 1 2 1 1 1 1' 2 1 I 4 2 2 1 27.50 15.00 32.00 22,00 50.00 1.00 8.00 3.00 3.00 3.00 6.00 1.00 6.00 1.00 1.00 20.00 1.00 51.00 14.00 13.00 13.00 2i.00 3.50 8.00 3.00 1.00 1.00 3.00 2.00 i.00 2.00 15.00 i2.50 2.00 1.00 6.00 1.o0 15.00 16.00 8.00 8.00 1.00 Date: 04-20-2004 Settlement Seller: 717 Wayne R Elmer Murry Auctions, Inc. 23 North Water Street Lititz, PA 17543 626-2636 Fax 717 627-6757 Conrad Living Trust Page: Item DescriptXon - BABYBASKET - BENCH - IRONCRIB - MIRROR - WOODB~X930 - HINGES - 2CANS - WOODBOXES - WOODBOX-5 - SCALE/SIFTER - ~RENCHES-TINCAN - AX-HEAD-WOODBOXES - SLED - 2WHEELS - 3WHEELS - WHUTEHOUSEBOX - GREENBOX - CASTIRONRRSIGN - LADDER - PULLEYS - ~ASBASKET-2 -' DIGGINGIRON - DIGGINGIRON - DIGGINGIRON - HOOKS - CRUTHCHES. CANNER - FIREPLACEDO~RS - ALLSHUTTERS - LADDER/2SAWBUCKS - CORNPLANTERBLADES - HAV~LINEBOX - SUGARBOX - WO~DBOX. CEDARSHAKES - WOODBABYSLED - ADV, WOODBOX - COFFEEBOX - 2PRUNNING SHEARS - WOODBOX-2BASKETS - ARBUCKLEWOODBOX - WOODBOX ~ ARBUCKLE - BOXLIDS Price Qty 1 1 1 1 1 1 1 1 1 1 I 1 1 ! 1 1 1 1 1 1 1 1 ! 1 ! I 1 1 1 1 Total 3.00 26.00 15.00 5.00 15.00 20.00 22.00 10.00 1.00 5.00 2,00 1.00 15,00 2.00 3.00 '10.00 5.00 140.00 32.00 1.00 1.00 10.00 10.00 10.00 12.00 1.00 12.00 45.00 2.00 4.00 45.00 ~0.00 1.00 4.00 22.00 20.00 1.00 1.00 25.00 7.00 35.00 1.00 Date: 04-20-2004 Settlement Seller: 717 Wayne R Elmer Murry Auctions, Inc. 23 North Water Street Lititz, PA 17543 626-2636 Fax 717 627-6757 Conrad Living Trust Page: Item Description LADDER-PRSAWHORSES SIDEBOARDTOP TINBUCKET WASHBASKET RODS BARREL FISHINGRODS-BAHBORODS BARREL GREENBENCH BUSHELBASKET BUSHELBASKETS TABLEBOARDS CRADLE WAGON LATHEWOOD PUMP 2WEIGHTS PLATFORMSCALE CORNSHELLER OLD STOVE SCHOOLDESK WHEELBARROW-2 BUTCHERPLANK ROPEBED LUMBER BOXSPRING-CRIB WOODDOOR WOODDOOR WOODDOOR WOODDOOR-3 WOODDOOR-3 WOOD DOOR WOODDOOR WOODDOOR WOODDOOR SCREENDOOR SCREENDOOR TUB-CHOICE WHEELBARROW MILKKERS-PR STRAINER BUCKETS-CHOICE Price 1.00 17.00 1 i l i 5 i i i 2 Total i.00 50.00 2.00 1.00 3.00 17.00 10.00 1.00 1.00 1.00 7.00 i4.00 15.00 2.00 17.00 60.00 5.00 3.00 50.00 1.00 1.00 2.00 5.00 10.00 4.00 1.00 6.00 2.00 5.00 3.00 1.00 1.00 1.00 1.00 20.00 1.00 1.00 5.00 10.00 5.00 2.00 34.00 Date: 04-20-2004 Elmer Murry Auctions, Inc. 23 North Water Street Lititz, PA 17543 717 626-2636 Fax 717 627-6757 Settlement Wayne R Conrad Living Trust Seller: Page: Item Description .................................. Price Qty - BUCKETS PILE BAGS WATERHEATER WRINGERWASHER-PR. STAINLESSTUB FEEDCART POTATOEBIN MILKTANK GOOSEDECO-WOODBOX PULSAKONCONTROL STRAW STRAW CORN CORN SNAPPERRIDINGMOWER MAYTAGWRINGER ROOFERMATERIAL TANK/CHOICE BROWNPICKUPTRUCK CHEVY IMPALOCAR MODEL37 410 GUNWINCHESTER 22SUNGLESHOT OVER/UNDERSCOPEGUN 12GAUGESHOTGUN 22CALMODEL676PISTOL SCOPE Flat wagon OLIVERWHITETRACTOR OLIVERSUPER77TRACTOR REDTRACTORW/MOWER REDINTERNATIONALTRACTOR CHOPPER DISC CULTIPACKER SPRAYER 3PT. CULTIVATON Elevator 3480LIVAPLOW Psickle mower Blade Planter Rake Total 20.00 2 40.00 I 2.00 1 1.00 ! 1.00 I 14.00 1 6.00 1 1.00 1 i0.00 1 1.00 1 10.00 1 85.00 1 450.00 I 160.00 1 440.00 1 27.50 1 22.00 1 1.00 5.00 2 10.00 1 375.00 I 100.00 1 130.00 1 60.00 1 320.00 1 290.00 I 160.00 1 10.00 I 500.00 1 5,750.00 1 2,07b. 00 1 2,650.00 1 1,250.00 1 5.00 1 400.00 1 175.00 1 10.00 I 60.00 i 575.00 1 420.00 1 70.00 1 40.00 i 90.00 1 20.00 Date: 04-20-2004 Elmer Murr. y Auctions, lnc. 23 North Water Street Lititz, PA 17543 717 626-2636 Fax 717 627-6757 Settlement Wayne R Conrad Living Trust Seller: 1 Page: ~ar Item Description - Picker Potato plant Miller tiller HI CONDITIONAR Corn drag Wagon KILLBROSGRAVITYWAGON JD55CHOPPER 213NISPREADER HAYBYNE SPREADER CLINDER CLINDER Side by side CORHEAD Hay baler HAWEITE Heater Cook stove Freezer Dryer GEHL CHOPPER TRAILER*CONTENTS SD LAKE SD LAKE SD LAKE RAKE CAULTIPACKER DISC DISC BUCHS PACKER GRAINDRILL Doily SCRAP PILE BOX LOT SKID LOT PLYWOOD TABLE&BAGS TABLESAW WINDOWS TORCHSET WELDER Prioe Qty Total 600.00 25.00 5.00 60.00 370.00 525.00 15.00 550.00 1,000.00 10.00 30.00 35.00 10.00 15.00 l, 500.00 10.00 1.00 10.00 60.00 1.00 10..00 20.00 10.00 10.00 25.00 22.00 30.00 10.00 20.00 30.00 50.00 1.00 5.00 1.00 1.00 15.00 2.00 40.00 1.00 225.00 120.00 Date: 04-20-2004 Settlement Seller: 1 717 Wayne R Elmer Murry Auctions, Inc. 23 North Water Street Lititz, PA 17543 626-2636 Fax 717 627-6757 Conrad Living Trust Page: Farm Item Description Owners manual WELDERRODS COMPRESSOR Lumber Aluminum Bikes, windows WHITEDOOR Scrap pile Wagon BARBWIRE Hay wagon Wagon Chain ALLBUILDING sUPPLIES CHAINBINDER WIRE CANVAS BROOM/GARDS BUCKET LOT BUCKETLOTS MISC. ITEMS CHIPPER BASKET LOT RAKE/BOX CHAINS/PUMP BOXLOT Cigar boxes Filter box lot BOXLOT Anvil Corn sheller BOXLOT Box lot Box lot WRENCHES Plastic Feed bag Digging iron Battery box Box lot Skill saw SAW SHOVEL Price Qty Total 1~0.00 7.00 100.00 5.00 20.00 2.00 5.00 10.00 50.00 1.00 425.00 1,150.00 120.00 1.00 4.00 3.00 3.00 1.00 1.00 2.00 40.00 1.00 4.00 1.00 7.00 3.00 3.00 1.00 45.00 10.00 1.00 2.00 2.00 7.00 1.00 20.00 22.00 1.00 4.00 20.00 1.00 Date: 04-20-2004 Settlement Seller: 1 Elmer Murry Auctions, Inc. 23 North Water Street Lititz, PA 17543 717 626-2636 Fax 717 627-6757 Wayne R Conrad Living Trust Page: ~arm Item Description SNOWSHOVEL SHOVEL BELT-SHAFT WAGONBOXLOT WAGONBOXLOT Box lot Planter PEGBOARD/HOOKS/BUCKETS Anvil FENCER Water bowl Box lot FENCER ~ Ladder Jack Box lot Berry box MISCSCREWSNAILS Motor Tool lot Basket lot BUGSCREEN Wagon box Wagon box Wagon box Wagon box BELT/FENCER Wagon box SHOVEL/SAWPLATE WAGONBOXLOT SHAFTS 2 GREASE GUNS 3 GREASE GUN Metal mops Hardware Box lot Box lot CHAINBINDER Box lot PRYBARS Box lot Box lot Funnels Price Qty Total 2.00 3~ 00 1.00 1.00 7.50 4.00 1.00 2.00 16.00 15.00 3.00 1.00 7.50 3.00 3.00 7.00 1.00 1.00 6.00 1.00 1.00 4.00 4.00 4.00 4.00 7.50 12.50 4.00 10.00 1.00 1.00 i.00 i.00 1.00 3.00 3.00 3.00 2.00 1.00 4.00 4.00 4.00 Date: 04-20-2004 Settlement Seller: Elmer Murry Auctions, Inc. 23 North Water Street Lttitz~ PA 17543 717 626-2636 Fax 717 627-6757 Wayne R Conrad Living Trust Page: FaI~! Item Description - PITCHFORKS - Crate ~ull - Bucket lot - PITCHFORKS - Plow shaft - Pitch fork - BOXLOT - Pitch ~orks - Pitch ~orks - TOOL - Pitch forks - Shears - TRIMNER - Binders - APPLEPICKER - BROOM/FORKS - HINGES - BOX OF TAPS - HINGES - CORD/WAGONBRAKE/BUTCHERHOOK S - Fencer - ROPE - WIRE - SCOOP/ROPE - HOOKS - CHAIN - CHAIN - SICKLEMOWERBLADES - GREENBOX - 2 DISCS - WOODBOX - WOODBOX - BOWSAW - BALERJACK - REPERTEETH/HOOFTRIMMER - SIGNPOST - METALBOX - TROUGH - TROUGH - Plow - TROUGHDANAGED Price Qty 1 I 1 1 1 1 1 1 1 1 1 1 i 1 1 ! ! 1 ! 1 1 1 1 1 1 1 1 1 1 1 i 1 Total 5.00 3.00 3.00 2.00 7.00 1.00 6.00 5.00 1.00 i. 00 3.00 6.00 5.00 14.00 2.00 S. 00 2.00 1.00 I. 00 8.00 4.00 16.00 1.00 1.00 20.00 6.00 22.00 1.00 6.00 5.00 2.00 2.00 1.00 4.00 5.00 6.00 1.00 20.00 25.00 120.00 1.00 Date: 04-20-2004 Settlement Seller: 1 Elmer Murry Auctions, Inc. 23 North Water Street Lititz, PA 17543 717 626-2636 Fax 717 627-6757 Wayne R Conrad Living Trust Page: Farl Item Description SHOVELHEADS CHAIN/ROPE/COWSTRAPS CULTIVATORS TOOL SNOUT BUTCHERSPOON Hopper covers Cans DIGGINGIRON MULESPREADER VENTPIPE PARTS TO HA¥CUTTER TOOL/BEARING BOXLOT TOOL Trough Trough Trough BUCKET/BOXLOT Trough Trough Trough BUCKETLOT Trough Trough Trough BOXLOT/CHAINS Trough BOXLOT/CAN BOXLOT Tool box BOXLOT Box lot BOXLOT Tool Wire spool Chains Box lot Knives, etc Lawn sweeper METALBOXLOT Pile lot Price 1.00 Qty 1 i 1 1 1 1 1 1 '1 1 1 ! ! 1 1 1 1 1 1 1 I 1 2 1 ! ! ! ! 1 1 1 1 1 1 I 1 Total 1.00 2.00 i.00 7.00 6.00 4.00 1.00 2.00 3.00 1.00 1.00 1.00 1.00 1.00 37.00 11.00 1.00 8.00 1.00 1.00 4.00 1.00 i.00 1.00 4.00 1.00 i.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 3.00 1.00 50.00 5.00 1.00 1.00 4.00 10.00 Date: 04-20-2004 Elmer Murry Auctions, Inc. 23 North Water Street Litit~, PA 17543 717 626-2636 Fax 717 627-6757 Settlement Wayne R Conrad Living Trust Seller: Page: Far! Item Description Plywood Wire fence GAS PUMP Misc items Troughs Troughs BUCKETLOT Trough BUCKETLOT HUBCAPS CAN WOODDOOR WOODDOOR WOODDOOR GRID-DOORS TOOLBOX DOOR COUNTER TRACTORFLUID I-BEAN WOOD WOOD METAL ALONGWALL TRUCK CAP TIRES LADDER BUMPER LUMBER WHEELS/LADDER TRI-POD COAL Commission Sign Potty Advertising at 10.000% (84.5% of 904.50) Items: Price Qty 492 Amount: 1 1 1 1 1 1 i 1 1 1 1 1 1 2, 745.85 150.00 99.00 764.30 Total 4.00 7.00 4.00 1.00 1.00 4.00 1.00 5.00 1.00 1.00 1.00 1.00 7.00 6.00 1.00 1.00 1.00 5.00 1.00 1.00 5.00 8.00 4.00 3.00 1.00 1.00 i.00 2.00 1.00 1.00 5.00 27,458.50 1,013.30 Less adjustments: Net due to seller: -3,759.15 23,699.35 IN RE: Fair Marka! AppraL~31 ,Richard P. Murry Auctioneer, Appariaser 608 Thrush Court Mechanicsburg, PA 17050 Wayne R. Conrad Estate 175 Woods Drive Mechanicsburg, PA 17055 Date of Death: November 18, 2003 This appraisal completed as per request to determine a fair market value regarding the following list of items. 'J.0ak Double Bed SHIRLEY 2.0ak Washstand $'I50.00 3. Entrance Stand $200.00 4. Rocker $40.00 5. Night Stand $50.00 $60.00 1.Bookshelf HELEN 2. Oak Dresser $5.00 3. Porch Swing $145.00 4.6 Bow Back Chairs @ 9 ea. $15.00 &Gun Cabinet $54.00 6. Oak Stand $30.00 $35.O0 1.Chest CLARA 2. Country Cupboard $150.00 3. Skitt Saw $650.00 4. Grinder $12.00 5. Set of Dishes $7.O0 6. Brush Pottery Planter $45.00 7. Drop Leaf Table $55.00 8. Oak Mirror $50.00 9.Crock $80.00 'i 0. ~chen Cabinets $5.00 $20.00 1. Desk and Chair DAVID 2.High Oak Chest of Drawem $25.00 3.Sofa Table $t00.00 4.Mantle Clock $50.00 &Grinder and Hand Tools $50.00 6.Cedar Wardrobe $40.00 7.Mirror $40.00 $10.00 $2,173.00 Upon oberservation of the aforemer~ioned items it is to the best of my knowledge and belief two thousand one hundred seventy three ($2173.00) Dollars represents a fair market value. Nevin 0 Fahne ck's Auction Service Item Empire Chest of drawers w/wooden pull handles (damaged) Empire Chest of drawers w/glass pull handles Oak sideboard Cedar chest 2-Brown metal wardrobes Maple dbl headboard, footboard and frame Duncan Phyfe style dropleaf table Singer sewing machine (needs repair) 1-box of puzzles metal high chair Recliner 1-Blue rocking chair Gold swivel rocker 3-boxes of misc kitchen pots, pans & dishware Roll-a-way bed 'fram e Price $125.00 100.00 300.00 50.00 10.00 i5.00 150.00 25.00 3.00 5.00 75.00 25.00 '12.00 25.00 15.00~ TOTAL_$ 935.00 In my opinion the appraised values are the prices that could posssibly be obtained if these items offered at public auction. . were Nevin Fahnestock Auctioneer/Appraiser February 17, 2004 r Form 706 (Rev. 7-99) Estateof: Wayne R. Conrad SS-7'/ 196-14-3880 11/18/2003 SCHEDULE G - Transfers During Decedent's Life (If you elect section 2032A valuation, you must corn 31ete Schedule G and Schedule A-1.) Item Description Alternate number For securities, give CUSIP number, valuation date Alternate value Value at date of death A. Gift tax paid by the decedent or the estate for all gifts made by the decedent or his or her spouse within 3 years before the decedent's death (section 2035(b)). ......................... ~XXXXXXXXX 0.00 B. Transfers includible under section 2035(a), 2036, 2037, or 2038: 1 The Wayne Richard Conrad Trust, 2,219,361.17 dated January 11, 2000, a/k/a The Wayne R. Conrad Revocable Living Trust, dated January 11, 2000, a revocable living trust entered into by Decedent as Trustor and Decedent as Trustee on January 11, 2000 (see attached Inventory). Total from continuation schedules (or additional sheets) attached to this schedule ...... TOTAL. (Also enter on Part 5, Recapitulation, page 3, at item 7.) ............... 2 ~ 219 ? 361.17 SCHEDULE H - Powers of Appointment (Include "5 and 5 lapsing" powers (section 2041(bX2)) held by the decedent.) (If you elect section 2032A valuation, you must con' )lete Schedule H and Schedule A-I.) Item Alternate number Description Alternate value Value at date of death valuation date Total from continuation schedules (or additional sheets) attached to this schedule ...... TOTAL. (Also enter on Part 5, Recapitulation, parle 3, at item 8.) ............... 0.00 (If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.) (The instructions to Schedules G and H are in the separate instructions.) Schedules G and H - Page 21 Copyright (c) 1999 form software only The Lackner Group, Inc. Form 706 Schedules Galld H (Rev. 7-99) Form 706 (Rev. 7-99) Estate of: Wayne R. Conrad SS~/ 196-14-3880 11/18/2003 SCHEDULE d - Funeral Expenses and Expenses Incurred in Administering Property Subject to Claims Note: Do not list on this schedule expenses of administering property not subject to claims. For those expenses, see the instructions for Schedule L. If executors' commissions, attorney fees, etc., are claimed and allowed as a deduction for estate tax purposes, they are not allowable as a deduction in computing the taxable income of the estate for Federal income tax purposes. They are allowable as an income tax deduction on Form 1041 if a waiver is filet to waive the deduction on Form 706 (see the Form 1041 instructions). Item number Description Expense amount Total amount A. Funeral expenses: 1 Gingrich Memorials, engraving marker. 100.00 2 Malpezzi Funeral Home, Mechanicsburg, PA, 7,192.25 funeral expense. Total funeral expenses .................... . ....... _7_! -2p_2_ ._ _2_5_ B, Administration expenses: 1 Executors' commissions - amount [~]t~tN'a~'~~ (Strike out the words that do not apply.) ....... . ....... _2_ ! _5_3_ll._ ._ _3_~_ 2 Attorney fees - amount(Strike out the words that do not apply.) ............ . ....... _2_ ~_ ___5_3~. _3_~_. 3 Accountant fees - amount~zJ~~~(Strike out the words that do not apply.) ........... 4 Miscellaneous expenses: Expense amount 1 Clara Fisher and Helen Boose, Trustees 66,948.06 of the Wayne R. Conrad Revocable Living Trust dated January 11, 2000, Trustees' commissions on administration of Trust assets subject to the claims of Decedent's creditors (as agreed upon). 2 Cumbereland Law 3ournal, advertising 75.00 Letters. 3 Elmer Murry Auctions, Inc. , - auctioneer's 3,759.15 commission and expenses of public auction of Decedent's household contents, furniture and farm equipment. 4 Hilbert & Associates, ~ appraisal of real 1,600.00 estate (farm) titled in name of Decedent as Trustee of the Wayne R. Conrad Revocable Living Trust. 5 M.C. Walker Realty/Remax Realty 154,070.00 Total miscellaneous expenses from continuation schedules (or additional sheets) attached to this schedule ................................ 100 ~ 837.88 Total miscellaneous expenses. 327 ~ 290.09 TOTAL. (Also enter on Part 5, Recapitulation, parle 3, at item 13.) ............................. 339 ~ 651.06 (If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.) (See the instructions on the reverse side.) Schedule J - Page 23 Copyright (c) 1999 form software only The Lackner Group, Inc. Form 706 Schedule J (Rev. 7-99) Estate of: Wayne R. Conrad Soc Sec #: 196-14-3880 Date of Death: 11/18/2003 Item Description Continuation of Schedule J-B4 (Miscellaneous Expenses) Expense Amount 6 7 8 10 11 Associates - realtors' commissions on sale of Trust real estate. 12 Marlin R. McCaleb, Esquire, - attorney for The Wayner R. Conrad Revocable Living Trust dated January 11, 2000, attorney's fees for the administration of Trust assets subject to the claims of Decedent's creditors. Recorder of Deeds, Pennsylvania Realty Transfer tax paid on the dale of the Trust real estate. Register of Wills, Appraisement. filing Inventory and Register of Wills, reserve for filing Account, Releases, etc. Register of Wills, probate fee. Register of Wills, fee. additional probate The Patriot-News, advertising Letters. 78,320.28 22,010.00 25.00 250.00 81.00 30.00 121.60 100,837.88 Form 706 iRev. 7-99/ Estate of: Wayne R. Conrad SS~/ 196-14-3880 11/18/2003 SCHEDULE K - Debts of the Decedent, and Mortgages and Liens Item numbe 4 5 6 7 Item number Debts of the Decedent - Creditor and .ature of claim, and allowable death taxes Beaudry Oral Surgery, - account payable, medical/dental. 0 ~ Dennis J. Panas, D.M.D., payable, dental. account 0 Giant Food Stores, account payable, groceries. PP&L Co., - account payable, 0 electric. Snoke Family Practice, - account payable, medical. Verizon, account payable, telephone. West Shore EMS, medical. account payable, 0 Amount unpaid to date 0.00 0.00 0.00 Amount cJaimed as a deduction 390.04 442.00 0.00 0.00 0.00 0.00 Amount in contest Total from continuation schedules (or additional sheets) attached to this schedule ...................... TOTAL. (Also enter on Part 5, Recapitulation, parle 3, at item 14.) .............................. Mortgages and Liens - Description Total from continuation schedules (or additional sheets) attached to this schedule ...................... 18.75 TOTAL. (Also enter on Part 5, Recapitulation, parle 3, at item 15.) .............................. (If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.) (The instructions to Schedule K are in the separate instructions.) Copyright (c) 1999 form software only The Lackner Group, Inc. 76.14 7.78 21.92 84.40 Schedule K - Page 25 Form 706 Schedule K (Rev. 7-99) 0.00 1 ~ 195.61 Amount 154.58 Estate of: Wayne R. Conrad Soc Sec #: 196-14-3880 Date of Death: 11/18/2003 Item Description Continuation of Schedule K-1 (Debts of the Decedent) ;~nt unpd to date Amt claimed as ;~nt in contest a deduction West Shore Tax Bureau, account payable, 2003 personal income tax. William K. Shaffer, D.C., account payable, medical. 0.00 17.54 0.00 137.04 154.58 BUREAU OF INDIVIDUAL TAXES TNHERITANCE TAX DTVTSTON DEPT. 28n601 HARRTSBURG, PA 17128-g601 COHHON#EALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-l;4? EX AFP COl-OS) MARLTN R HCCALEBUESQUU*i--~ r:~ M R MCCALEB LAW OFCS PO BOX 250 MECHANI'CSBUR6 [,;:it',,E,~,,:17055 CUT ALONG THIS LINE ~ DATE 10-11-2004 ESTATE OF CONRAD DATE OF DEATH 11-18-2005 FILE NUMBER 21 04-0118 COUNTY CUMBERLAND ACN 101 RETAIN LOWER PORTION FOR YOUR RECORDS Amoun~ Raml**ed WAYNE HAKE CHECK PAYABLE AND RENZT PAYNENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CONRAD WAYNE R FILE NO. 21 04-0118 ACN 101 DATE 10-11-2004 TAX RETURN gAS: (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) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held Stock/Partnership Interest (Schedule C) ($) 0,. Nortgagas/Notas Receivable (Schedule D) (0,) S. Cash/Bank Daposits/Hisc. Personal Property (Schedule E) ($) 6. Jolntly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Ada. Costs/Hisc. Expanses (Schedule H) (9) lO. Dabts/Hortgaga Liabilities/Liens (Schedule l) (10) 11. Total Deductions 12. Nat Value of Tax Return Z/800.00 47/887.28 .00 .00 NOTE: To insure proper .00 credit to your account, .00 subm1~ the upper portlon of thls fora wi~h your tax payment. ~$9,651.06 1,195.61 (~l) (12) 1,929,201.78 15. 10,. NOTE: reflect flgures that include the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Amount of Line 10, at Spousal rate 16. Amount of Line 10, taxable at LAnaal/Class A rata 17. Amount of Line 10, at Sibllng rata 18. Amount of Line 10, taxable at Collateral/Class B rata 19. Principal Tax Due TAX CREDITS: PAYHENT RECEIPT DTSCOUNT DATE NUHBER INTEREST/PEN PAID (-) 08-16-2004 CDO04ZTZ .00 (15) .00 x O0 = .00 (16) 1,929,201.78 x 045= 86,814.08 (17) .00 x 12 = .00 (18) .00 x 15 = .00 (19)= 86,814.08 AHOUNT PAID 86,814.08 ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 86,814.08.00.00.00 ( TF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) . O0 Net Value of Estate Subject to Tax (10,) 1,929,201.78 Zf an assessment ~as issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 ~111 IF TOTAL DUE TS REFLECTED AS A 'CREDTT' (CR), YOU HAY BE DUE~i/2.~. A REFUND. SEE REVERSE SIDE OF TH:]:S FORH FOR :]:NSTRUCTTONS.) 2zZ19z~61.17 (8) 2,270,048.45 RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADHIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class D (collateral) rate on any such futura interest. To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act ZS of ZOO0. (7Z P.S. Section 91qO). Detach the top portion of this Notice and submit eith your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NZLLS, AGENT A refund of a tax credit, which ams not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-131$). Applications are available at the Office of tho Register of gills, any of the Z3 Revenue District Offices, or by calling the special Eq-hour answering service for fores ordering: 1-800-:56Z-ZOSO; services for taxpayers aith special hearing and / or speaking needs: 1-BOO-qq7-3OZO (TT only). Any party in interest not satisfied with the appraisement, alloaancaj or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revanuej Board of Appeals~ Dept. ZBIOZ1, Harrisburg~ PA 171lB-lOll, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit~ Dept. lB0601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6S05. 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 (:5) calendar months after the decedant's death, a five percent (SI) discount of the tax paid is allowed. The 15Z 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 and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same tiaa 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 (6Z) percent per annum calculated at a daily rate of .00016~. AIl taxes whlch became delinquent on and after January 1, 198Z will bear interest at a rate which ail1 vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through go0~ are: Interest Daily Interest Daily Year Rate Factor Year Rate Factor 1982 207. .OO05qB ~'~'~ - 1991 117. .000301 198:5 16Z .O00~:BB 199Z 9Z .000247 198q 117. .000:501 199:5-199q 7Z .00019Z 1985 1:5Z .000:556 1995-1998 92 . O00Zq7 1986 107. .00027a, 1999 77. .000192 1987 107. .O00Z7q ZOO0 7Z .00019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID Interest Daily Year Rate Factor ~ 9Z .O00Z~7 ZOOZ 6Z .00016~ 2003 5Z .0001:57 ZO0~ qZ .000110 X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (153 days beyond the date of the assessment. [f payment is made after the interest computation date sheen on the Notice, additional interest must be calculated. BUREAU OF 'rNDTVZBUAL TAXES TNHERTTANCE TAX DTVI'STON DEPT. Z80601 HARR'rSBUR{;,, PA *171:~8-0601 COHHONWEALTH OF PENNSYLVANZA DEPART)4ENT OF REVENUE NOTICE OF DETERHZNATZON AND ASSESS)4ENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN RE¥-483 EX AFP (01-05) MARLIN R MCCALEI) ESQ '04 OL~-[ 13 )4 R MCCALEB LAW OFCS PO BOX 250 MECHANICSBURG PA DATE 10-11-2004 ESTATE OF CONRAD DATE OF DEATH 11-18-2005 FILE NUMBER 21 04-0118 COUNTY CU)4BERLAND ACN 201 I Amoun~ Remitted WAYNE R )4AKE CHECK PAYABLE AND RE)4ZT PAYHEHT TO: REGISTER OF WILLS CU)4BERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~o your account, submi~ the upper portion of ~his form wi~h your ~ax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ ~'v-:i ~- -~ ~- -~P ~- -(-6 i---0-~ ~ ..... ~-; - ~¥~ E~' -6~- -~ ¥~-~-~ ~-~ - ~-~ - ~-~-~ ~¥- ............................ OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ~ ESTATE OF CONRAD WAYNE R FILE N0.21 04-0118 ACN 201 DATE 10-11-2004 ESTATE TAX DETERHZNATTON 1. Credi~ For Sta~e Death Taxes as Verified Z. Pennsylvania Inheritance Tax Assessed (Excluding Discoun~ and/or Interest) 5. Inheritance Tax Assessed by O~her S~a~es or Territories of the United S~a~es (Excluding Discoun~ and/or Interest) 4. Total Inheritance Tax Assessed 5. Pennsylvania Es~a~e Tax Due TAX CREDITS: 86~814.08 .00 47/251.27 86/814.08 .00 PAY)4ENT RECEIPT DISCOUNT (+) A)4OUNT PAZD DATE NU)4BER INTEREST/PEN PAID (-) TOTAL TAX CREDIT I .00 BALANCE OF TAX DUEl .00 INTEREST AND PEN. .00 TOTAL DUE . O0 (IF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REI)UZRED ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) ~ZF PAID AFTER THIS DATE~ SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ~-Z~')~-¢~ PURPOSE OF NOTICE: PAYHENT: To fulfill the requirements of Section Z140 (b) of the Inheritance and Estate Tax Act) Act 13 of ZOO0. (71 P.S, Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. -- Hake check or money order payabIe to: REgZSTER OF HZLLS, AGENT. REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: PENALTY: INTEREST: A refund of a tax credit may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Hills) any of the 13 Revenue District Offices or from the Department's Z4-hour answering service for forms ordering: 1-800-562-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3010 (TT only). Any party in interest not satisfied aith the assessment of tax as shown on this notice may 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 17128-1011) --electing to have the matter determined at audit of the personal representative, OR --appeal to the Orphans' Court. OR Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes) ATTN: Post Assessment Review Unit) Dept. 180601, Harrisburg) PA 17128-0601, Phone (7173 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. The 151 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed) and not paid before January 18) 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you mould appeal the tax and interest that has been assessed as indicated on this notice. For dates of death on or after 10-3-91) Pennsylvania Estate Tax based on the Federal Estate Tax return becomes delinquent at the expiration of nine (09) months from the date of death. For dates of death prior to 10-3-91) Pennsylvania Estate Tax based on the Federal Estate Tax return becomes delinquent at the expiration of eighteen (18) months from the date of death. Taxes which became delinquent before January 1) 1982 bear interest at the rate of six (61) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on or after January 1) 1981 will bear interest at a rate which ei11 vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1981 through Z004 are: Interest Daily Interest Daily Year Rate Factor Yea~ Rate Factor 1981 ZOZ .000548 1988-1991 111 .0D0301 1983 167. .000438 1992 9Z . O00Zr*7 1984 lXZ .000301 1993-1994 71 .000191 1985 137. .000356 1995-1998 91 .0002~7 1986 101 .000274 1999 71 .000191 1986 lOX .000274 ZOOO 81 .000219 --Xntsrest is calculated as folloes: XNTEREST= BALANCE OF TAX UNpATD Interest Daily Yea~ Rate ~actor ZOOZ 97. .000147 ZOOZ 6Z .00016~ 2003 5Z .000137 1004 ~7. .000110 X NUNBER OF DAYS DEL/N~)UENT X DA'rLy TNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of tho assessment. Zf payment is made after the interest computation data shown on the Notice, additional interest must be calculated. i l, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN *' BUREAU OF INDIVIDUAL. TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 REV-15' EX AFP tU-041 03-14-2005 CONRAD 11-18-2003 21 04-0118 CUMBERLAND 202 WAYNE R MARLINRMCCALEB ESQ M R MCCALEB LAW OFCS PO BOX 230 MECHANICSBURG PA 17055 Allount RelliUed MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYll8nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ REV=;36--EX--AFP--Coi":.-OZr----.i-iioYici--oF-DETi-RMINAfIoN'-AND'-AssEssMENY---------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF CONRAD WAYNE R FILE NO.21 04-0118 ACN 202 DATE 03-14-2005 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 47,291.25 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 86,814.08 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 86.814.08 5. Pennsylvania Estate Tax Due .00 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return .00 7. Additional Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) Q,-";: LA\\' CJflIC~S MARLIN R. McCALEB "" FAMILY SETTLEMENT AGREEMENT, RECEIPT AND RELEASE WHEREAS, WAYNE RICHARD CONRAD, also known as WAYNE R. CONRAD, late of Silver Spring Township, Cumberland County, pennsylvania, made his Last Will and Testament dated Jari0ary 11, 2000, wherein and whereby he appointed his daugnter;:. CLARA. FISHER, Executrix thereof; and WHEREAS, the said WAYNE RICHARD CONRAD, also Known~~s 0') WAYNE R. CONRAD, executed a Trust Agreement dated January 11, 2000, wherein and whereby he appointed himself as Trustee thereof and designated his daughters, CLARA FISHER and HELEN BOOSE, as Successor Trustees thereof in the event of his death; and WHEREAS, the said WAYNE RICHARD CONRAD, also known as WAYNE R. CONRAD, late of Silver Spring Township, Cumberland County, pennsylvania, died on November 18, 2003, and Letters Testamentary were issued to CLARA FISHER, Executrix, by the Register of Wills of Cumberland County, Pennsylvania; and WHEREAS, CLARA FISHER, HELEN BOOSE, KATHRYN MAXWELL, also known as CATHERINE MAXWELL, SAMANTHA L. STOTLER, Administratrix of the Estate of Wayne R. Conrad, Jr., MARY SPADE, SHIRLEY NACE, also known as SHIRLEY CONRAD, DAVID CONRAD and MICHAEL CONRAD, are heirs and next of kin of the said decedent and the only persons interested in his Trust; NOW KNOW ALL MEN BY THESE PRESENTS, that we, CLARA FISHER, HELEN BOOSE, KATHRYN MAXWELL, a/k/a CATHERINE MAXWELL, SAMANTHA I AliI! OFFICES MARLIN R. MLCALEB L. STOTLER, Administratrix as aforesaid, MARY SPADE, SHIRLEY NACE, a/k/a SHIRLEY CONRAD, DAVID CONRAD and MICHAEL CONRAD, being the beneficiaries sharing in the distribution of the Trust of said decedent, do hereby declare and say that we have examined the Account and Statement of Proposed Distribution of CLARA FISHER and HELEN BOOSE, Trustees as aforesaid, for the period ending March 28, 2005, and find the same to be accurate and according to law, and we, CLARA FISHER, HELEN BOOSE, KATHRYN MAXWELL, a/k/a CATHERINE MAXWELL, SAMANTHA L. STOTLER, Administratrix as aforesaid, MARY SPADE, SHIRLEY NACE, a/k/a SHIRLEY CONRAD, DAVID CONRAD and MICHAEL CONRAD, beneficiaries as aforesaid, do hereby acknowledge that we this day have, had and received of and from CLARA FISHER and HELEN BOOSE, the Trustees under the WAYNE RICHARD CONRAD TRUST dated January 11, 2000, the cash or property set opposite our names in the above stated Statement of Proposed Distribution, in full satisfaction, payment and discharge of all claims we, or any of us, have or may have against each other or against Estate or the Trust of WAYNE RICHARD CONRAD, and all interest accrued thereon. NOW, THEREFORE, we, the same CLARA FISHER, HELEN BOOSE, KATHRYN MAXWELL, a/k/a CATHERINE MAXWELL, SAMANTHA L. STOTLER, Administratrix as aforesaid, MARY SPADE, SHIRLEY NACE, a/k/a SHIRLEY CONRAD, DAVID CONRAD and MICHAEL CONRAD, beneficiaries as aforesaid, do by these presents, remise, release, quit-claim -2- LAVV (JIIIU,S MARLIN R. McCALEB and forever discharge each other and the said CLARA FISHER, Executrix, and the said CLARA FISHER and HELEN BOOSE, Trustees, their heirs, executors and administrators, of and from our distributive shares of the Trust as set forth in the Statement of Proposed Distribution aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or by contract, or under the intestate law of the Commonwealth of Pennsylvania, or by reason of any other act, matter, cause or thing whatsoever, from the beginning of the world to the day and date of these presents, except for any obligations arising under this Family Settlement Agreement, Receipt and Release or under the Statement of Proposed Distribution. AND desiring to avoid the delay and expense of the settlement of said Estate by filing the foregoing Account of said administration in the Office of the Register of Wills of said County and by having the balance in the hands of the Trustees, as shown by said Account, distributed by the Court of Common Pleas of Cumberland County - Orphans' Court Division, we do hereby agree that the within Family Settlement Agreement, Receipt and Release concerning the matter of settlement may be recorded with the same effect upon us as if the same had been reported upon by said Court, and a decree of distribution made on such report by the said Court of Common pleas - Orphans' Court Division. -3- LAVV (lFrIClS MARLIN R. McCALEB AND in consideration of the aforesaid settlement being made without the aid of such Court of Common Pleas - Orphans' Court Division, that we, CLARA FISHER, HELEN BOOSE, KATHRYN MAXWELL, a/k/a CATHERINE MAXWELL, SAMANTHA L. STOTLER, Administratrix as aforesaid, MARY SPADE, SHIRLEY NACE, a/k/a SHIRLEY CONRAD, DAVID CONRAD and MICHAEL CONRAD, beneficiaries as aforesaid, do hereby agree that if any debts or demands other than those included in the aforesaid Account of the said CLARA FISHER and HELEN BOOSE, the Trustees under the WAYNE RICHARD CONRAD TRUST dated January 11, 2000, as hereinbefore set forth, shall be hereafter recovered against the Trust of said decedent and be legally payable out of the same, that we will return to the said Trustees such amount thereof as may be necessary to pay such debts or demands. The signature page or pages may be executed by the parties hereto in several counterparts (one by each signatory hereto), each of which is an original and all of which taken together shall be deemed and considered as part of the original document herein. IN WITNESS seals this i ~ WHEREOF, we have hereunto set our hands and A.o,..;/ . , 2005. day of (7J~~M[~ Clara Fisher ~~ Helen Boose (SEAL) (SEAL) -4- IAVV orFICES MARLIN R. McCALEB 7t,~ ~p.J/ Kat ryn Maxwell (SEAL) also known as: ~1i~A~ Catherine ~~ Maxwell (SEAL) (SEAL) Samantha L. Stotler Administratrix of the Estate of Wayne R. Conrad, Jr. (SEAL) Mary Spade (SEAL) Shirley Nace also known as: (SEAL) Shirley Conrad (SEAL) David Conrad (SEAL) Michael Conrad -5- lAW OFFIC[S MARLIN R. McCALH3 Kathryn Maxwell also known as: (SEAL) (SEAL) Ja~;:JhfLMzweJ h-lu r (SEAL) Samantha L. Stotler Administratrix of the Estate of Wayne R. Conrad, Jr. Mary Spade Shirley Nace also known as: Shirley Conrad David Conrad Michael Conrad -5- (SEAL) (SEAL) (SEAL) (SEAL) (SEAL) LA\VO.FIU-S MARLIN R, McCALEB Kathryn Maxwell (SEAL) also known as: Catherine Maxwell (SEAL) (SEAL) Samantha L. Stotler Administratrix of the Wayne R. Conrad, Jr. 't!:k;J lIP 4v?h) Ma y ade Estate of (SEAL) Shirley Nace (SEAL) also known as: Shirley Conrad (SEAL) David Conrad (SEAL) Michael Conrad (SEAL) -5- LA\V nrrlC~s MARLIN R. McCALEB -5- (SEAL) Kathryn Maxwell also known as: (SEAL) Catherine Maxwell (SEAL) Samantha L. Stotler Administratrix of the Estate of Wayne R. Conrad, Jr. (SEAL) Mary Spade ,{~ AJd c..-t (SEAL) Shlrley N e' / as: ~ (SEAL) onrad (SEAL) David Conrad (SEAL) Michael Conrad LAW OFf'ICI.S MARLIN R. McCALEB -5- Kathryn Maxwell also known as: Catherine Maxwell (SEAL) (SEAL) (SEAL) Samantha L. Stotler Administratrix of the Estate of Wayne R. Conrad, Jr. Mary Spade Shirley Nace also known as: s~ley Conrad U~~ David Conrad Michael Conrad (SEAL) (SEAL) (SEAL) (SEAL) (SEAL) LAW O~~ICcS MARLIN R, McCALER (SEAL) Kathryn Maxwell also known as: (SEAL) Catherine Maxwell (SEAL) Samantha L. Stotler Administratrix of the Estate of Wayne R. Conrad, Jr. (SEAL) Mary Spade (SEAL) Shirley Nace also known as: (SEAL) Shirley Conrad (SEAL) David Conrad ---h1"J.J) f'~ Michael Conrad (SEAL) -5- STATE OF PENNSYLVANIA) SS COUNTY OF CUMBERLAND) {~ day of Ap".;! , , 2005, On this, the before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared CLARA FISHER and HELEN BOOSE, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~~ Notary Public My commission expires: (SEAL) Notanal Seal Marlin R. McCaleb, Notary Public Mechanicsburg Bora, Cumbenand County My Commission Expires Dec. 14, 2006 Member, Pennsylvania Association Of Notanes LA\V OFFICI'S MARLIN R. McCALE8 -6- I A~V OFFIClS MARl.IN R, McCALEB STATE OF PENNSYLVANIA) SS COUNTY OF On this, the ;gth day of fry-if 2Ws , 2005, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared KATHRYN MAXWELL, also known as CATHERINE MAXWELL, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. (SEAL) COMMONWEALTH OF PENNSYLVANIA Notarial Seal Tina M. Fomstrom, Notary Public Silver Spring Twp., Cumberland County My Commission Expires Dec. 18, 2008 Member, PennlylviJ,nia Associatiof"l Of Notaries -7- STATE OF PENNSYLVANIA) SS COUNTY OF ~~;f'L.4A1.e' ) On this, the ,fA day of +,/ , 2005, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared SAMANTHA L. STOTLER, Administratrix of the Estate of Wayne R. Conrad, Jr., known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~Qd6~ Notary Public My commission expires: (SEAL) Notarial Seal Marlin R. McCaleb, Notary Public Mechanlcsburg Bora, Cumberland County My Commission Expires Dec. 14, 2006 Member. Pennsylvania Association 01 Notaries IAIIV OFFIClS MARLIN R. McCALEB -8- LAW OFFICES MARllN R.. M<.:CALEB before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared MARY SPADE, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~O-~ Notary Pu lic My commission expires: S-';>'f--Dl (SEAL) COMMONWEALTH OF PENNSYLVANIA NoIaIiaI Seal Kris A. Stroup. Nolary Public Susquehanna Twp.. Jto1Iata County Mv Ccmmls8lOn ExpIrllo May 24, 2007 Member. Pennsylvania Association OfNotanes -9- STATE OF PENNSYLVANIA) SS COUNTY OF CUMBERLAND) On this, the ~/.t day of 4,Pnl 2005, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared SHIRLEY NACE, also known as SHIRLEY CONRAD, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. dUf~?~~ Notary Public My commission expires: (SEAL) Nolana! Seal Marlin R. McCaleb, Nolary Public Mechanicsburg Boro, Cumberland County My Commission Expires Dec. 14, 2006 Member, Pennsylvania Association Of Notaries L,\W OFFICES MARLIN R. McCALEB -10- STATE OF PENNSYLVANIA) COUNTY OF Curn.6tr~; SS this, the ~ day of /J.Pni/ , 2005, On before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared DAVID CONRAD, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. A Notar My commission (SEAL) COMMONWEALTH Of N NOTARIAL SEAL DAWN M. SHUGHART. Notary Public Boro of Ca~lsle. CumbMand County My CommlssIon-Explres Nov. 28. 2006 ,-_... ,--,.__._--~",~ LAW ornels MARLIN R. McCALEtl -11- LAW OfTIClS MARLIN R. McCALEB STATE PENNSYLVANIA) OF SS COUNTY OF c:::.., '-'- 1"\.\ . 4-~ On this, the -+ day of C)" ~ for sal State , 2005, before me, a Notary Public in and and County, the undersigned officer, personally appeared MICHAEL CONRAD, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunt~~(:n~fficial NOTARIAL SEAL Glenda M. Jones. Notary Public Silver spring Twp. CUmberland County My Commission ExpiI1!s Jan. 14,2006 .~<. .~~1i\Nv0 Notary Pub 'c My commission expires: \-\ Lt--tk. seal. (SEAL) -12- Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/11/2005 MCCALEB MARLIN R 219 E MAIN STREET MECHANICSBURG, PA 17055 RE: Estate of CONRAD WAYNE R File Number: 2004-00118 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1/ for decedents dying on or after July 1/ 1992/ the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/18/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ..~~~ GLENDA FARNER STR~SBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge l..,V-- Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Wayne R. Conrad Date of Death: November 18, 2003 Estate No.: 21-04-0118 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 1B No 0 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 0 No I!1 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 09 No 0 Date: 10/20/05 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. // v /: A /l... tA-4?~ Signature Marlin R. McCaleb Name 219 East Main Street Mechanicsburg, PA 17055 Address ., ) 717/691-7770 Telephone No. ..., -') ,,"r G (, : ~..~ ,j '~:.) Capacity: 0 Personal Representative I!l Counsel for personal representative ~t