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HomeMy WebLinkAbout02-18-10PETITION FOR REFORMATION OF TRUST IN RE: TRUST OF MARY KAY : IN THE COURT OF COMMON PLEAS QUENZLER :CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. ~ I -- 1 C7 ~- O 1 ~I Qj PETITION FOR REFORMATION OF TRUST OF MARY KAY QUENZLER ~,,,, CREATED UNDER THE LAST WILL AND TESTAMENT OF MARY~-K. `~ '-~~Y? QUENZLER, IN ACCORDANCE WITH 20 Pa.C.S. SECTIONS 711(2~~D ~ ; _ ~~' rt~C-3 m __ E , c ~ ~ ' ? rte. x r lr C ~ . _ TO THE H BLE, THE JUDGES OF THE SAID COURT: ~~ ~ ~ ~~~, ~,, '= , ~' ,~, .~ ; ~ -,~ ~ (successor to Dauphin Deposit Bank and Trust Co~~ny an •~ M&T Bank Petitioner ;~7 ~-,: , , Allfirst Trust Company), trustee under the last will and testament of Mary K. Quenzler, by awl ._ , ~' through its attorney, Susan J. Hartman, Esquire, respectfully states the following: 1. Mary K. Quenzler ("Decedent") died, a resident of Cumberland County, Pennsylvania on February 7, 1991, leaving a will dated May 7, 1976, which was probated in the office of the Register of Wills of Cumberland County, Pennsylvania, docketed to Estate No. 21-91-208. A copy of the Will is attached hereto as Exhibit "A". 2. Decedent, in Item III of her will, gave all of her residuary estate to Dauphin Deposit Trust Company, now M&T Bank, Trustee, to be held in trust for the benefit of Mary Kay Quenzler for her life with remainder to Decedent's nieces, Catherine Hershey, Carol Warnick and Jane Losh, in equal shares, per stirpes, with payments of net income to be paid to her for life, with the power to invade the principal in the Trustee's discretion. 3. M&T Bank is the entity which currently serves as Trustee. 4. The Decedent's residuary estate consisted of the real estate situate at 1938 High Street, Camp Hill, Pennsylvania valued at $52,000.00 and Personal Property valued at $8,566.38. A copy of Decedent's Inheritance Tax Return is attached hereto as Exhibit "B". 5. The Trust currently consists solely of real estate located at 1938 High Street, Camp Hill, Cumberland County, Pennsylvania, valued at $129,000 to $135,000. A copy of a real estate evaluation is attached hereto as Exhibit "C". 6. A final accounting of the Trust under the Will of Mary K. Quenzler is incorporated herein and attached hereto as Exhibit "D" 7. Mary Kay Quenzler, beneficiary of the Trust, is a 63 year old individual who suffers from a mental disability consisting of mental retardation and major depressive disorder. She is currently receiving Social Security benefits, medical assistance, food stamps and county assistance. She has never been employed. 8. Given the prohibitive costs of her prescription medications and anticipated increases in her medical costs, as well as the necessity of maintaining the assistance given her through county waiver funding, it is desirable to reform the Trust to create a Special Needs Trust to supplement, rather than supplant, benefits for her basic needs. This would fulfill the intention of the Testatrix in providing for Ms. Quenzler's care for the duration of her life while optimally preserving the trust funds for her benefit and that of the remainder beneficiaries. 9. There are no funds available to maintain the property located at 1938 High Street, Camp Hill. Sale of the real estate would create a fund which would disqualify Ms. Quenzler from receiving the medical assistance and other benefits she currently receives. 10. Petitioner requests that the Court order the reformation of the trust created by Decedent's will for the benefit of Mary Kay Quenzler to establish a Special Needs Trust, which would allow her to sell the real estate to create a fund from which she could receive a small payment to Supplement her current income while enabling her to remain eligible for medical assistance, food stamps and county assistance programs. 11. Petitioner requests that the terms of Item III (B) of Decedent's will be reformed by the addition of the following: "All the rest, residue and remainder of my property and estate, both real and personal, of whatsoever kind and wheresoever situate, of which I die seized or possessed, I give, devise and bequeath unto the Mary Kay Quenzler Special Needs Trust and my trustee, Dauphin Deposit Trust Company, now M&T Bank, in trust in accordance with the terms and conditions set forth in an instrument known as the "Mary Kay Quenzler Special Needs Trust" incorporated herein by reference." 12. A copy of the proposed Mary Kay Quenzler Special Needs Trust is attached hereto, made a part hereof by reference and marked as Exhibit "E". 13. 20 Pa.C.S. section 711(2) provides, in relevant part: [T]he jurisdiction of the court of common pleas over the following shall be exercised through its orphans' court division: (2) Testamentary trusts. -The administration and distribution of the real and personal property of testamentary trusts, and the reformation and setting aside of any such trusts, whether created before or after the effective date of this chapter.... 14. 20 Pa.C.S. section 7740.1(b) of the Uniform Trust Act provides, in relevant part: Modification or termination of non charitable irrevocable trust by consent...(b) consent by beneficiaries with court approval. -Anon charitable irrevocable trust may be modified upon the consent of all the beneficiaries only if the court concludes that the modification is not inconsistent with a material purpose of the trust... 15. The terms of the Special Needs Trust are consistent with the terms of the Will, and with the Decedent's intentions to provide for the needs of Mary Kay Quenzler for the duration of her life and also the benefit Decedent's nieces. 16. The proposed modification of the Trust is not inconsistent with a material purpose of the trust and is in the best interest of both the life beneficiary and the remainderwomen.. 17. M&T Bank, successor trustee to Dauphin Deposit Bank and Petitioner herein, also seeks to be removed as trustee. 18. The ARC Community Trust of Pennsylvania, anon-profit corporation located at 1004 West 9t" Avenue, King of Prussia, PA 19406 has agreed to be appointed as successor trustee to M&T Bank. 19. The consents of all of the beneficiaries of the said Trust are attached to this petition as Exhibit "F". WHEREFORE, Petitioner respectfully requests that this Court enter an Order reforming the Trust under Item III of the Will dated May 7, 1976 of Mary K. Quenzler, deceased, and establishing a Special Needs Trust for the benefit of Mary Kay Quenzler, with The Arc Community Trust of Pennsylvania serving as successor Trustee to M&T Bank. Respectfully submitted, DUNCAN & HARTMAN, P.C. ~--- Susan J. Ha n, squire Attorney for Pe 'Toner Attorney ID 65184 1 Irvine Row, Carlisle, PA 17013 717-249-7780 717-249-7800 FAX susanhartman(a~~a. net Dated: a~~~ VERIFICATION The undersigned, having read the attached Complaint, hereby verifies that the facts set forth therein are true and correct to the best of his knowledge, information and belief. This verification is made subject to the penalties of 18 Pa.C.S.section 4904 pertaining to unsworn falsification to authorities. ~h ~ nn ~~ G~.' ~lc~ ~'(. ~t~.L ~>i;ESIDEN7 TRUST OFFIClR Dated: ~ ,?a ~ N° i,AS•r wrr.,i. ANa •ri-:r;•r,~r~r:r~~r• OF M11RY K. QUF:N7.i,F:R n SUxF a dAYIEY I, MARY K. QUFN7.I.F.R of the Borvuyh of Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will and Testa- ment, hereby revoking any will previously made by me. I - i direct the payment of all my just debts, the expenses of my last illness and my funeral expenses out of my testate as soon as may be practicable after my death. II - i devise and bequeath all of my estate of every nature and wherever situate unto my husband, k~nersan Quenzler, providing he survives me by sixty (60) days. III - Should my said husband fail to be living an the sixty-first (61st) clay following my death, then I direct that my estate be distributed as follows: r A. I bequeath all of my tangible personal prop- erty unto my daughter, Mary Kay Quenzler. 8. All the rest, residue and remainder of my estate of every nature and wherever situate I devise and bequeath unto Dauphin Deposit Trust Company, IN `TRUST, nevertheless, in accordance with the provisions of Paragraph IV hereinafter. IV -- My trustee shall invest and reinvest the principal and shall pay the net income to or for the benefit of my daughter, Mary Kay Quenzler, for the rest of her natural life. My trustee shat l further be empowered to invade the }~r i ricipal of the trust and to apply all or part of said principal for ltier benefit when- ever, in its role discretion, it is necessary or desirable for the benefit, }~ealth, welfare, maintenance or support of my said 3 „~ .} '~.,$ ~ Y r '~' '.,• ~~~ c3.zuril,t•~r, M:+ry ,y (~u~•nz]r••r. t1p~~n S.}za t3~~n~... of my ~:.ii~] <;auc~lit~~C, the t.hr~n rars~aining b,zlanc•e of th~~ tru^,t :~t~~ill k~e dist:r.i.huted ab:;ol.utely to the issue of my daughter in equal shares per stirpes. 5}iould my said datight,er die without issue surviving her, then I direct that said remaining balance si~al.l be divided equally among my nieces, Catherine liershey, Carol S•.arnick and Jane Losh, in equal shares per stirpes. V - All taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be considered a part of the expense of the administration of my estate, and my personal representative or representatives shall have the absolute power in his or her discretion to pay the same at once whether or not the law under which they are imposed permits the postponement of all or part of them to a later time. VI - I appoint my husband, ~nerson Qu~nzler, executor of this, my Last Will and Testament. Should my said husband fail to qualify or cease to act as such, then I appoint bauphin Deposit Trust Company to act in this capacity. Neither of my executors or my trustee shall be required to post bond in this o~ any jurisdiction. IN WITNB55 WHEREOF, I have hereunto set my hand and seal on - Ii this, the day of May, 1976. . .: - .. (• - (SEAL) ary Quenz er •, sux! • ~AYLET ,....~., .T ~~. Page 2 :, «...., r,.... , r,,.,,.,,„~~. rNi Signed, sealed, publi~hrd .end dc~cl.ar~~d by M1-FtY K. QUF:N%].F:R, Tes- tatrix therein named, on this and two (2) other shrets of paper as and far her Last Wi13 and Testament in our presence, who, in her presence, in the presence of aach other and at her request, have hereunto subscribed our names as attesting witnesses. ~~ • ress Name .___. Ad r e s s N h. SI1KF ! lAYIEY n I' ~? i~ t t ra.~•= 3 i ,; ~~ ~, . • .i ~ ~ a ~ a ~ ~ ~` a~ ~~~ ~ ~~ ~ ~~~.? ~. ,, ~ _ ~~ i i :. y i i 'i i i { t i i i s ~. O~ O~ .-1 {p p H ~ ri ~ ~ ~ +i r ~ z ~ °u a ~ r ' i3 ~ H w a x we~oaa ~~ ~ivl~ N~~ ~ w 4 ., ~~~ a o~~~ o N `~ w CODICIL I, MARY K. QUF.NZLER of the Borough of Camp Hill, Cumberland County, Pennsylvania, declare this to be the sole codicil to my Last Will dated t-lay 7, 1976. I - I hereby revoke Paragraph IIZ-A. of my Will dated May 7, 1976 and substitute the following therefor: "I bequeath such of my tangible personal property as she shall select to my daughter, Mary Kay Quenz]er. The balance of my tangible personal property shall be sold by my executor at public or private sale and the praNeeds thereof added to the residue of my estate. II - In all other respects I hereby ratify, confirm and republish my Last Will dated t!ay 7, 1976, together with this sole codicil as and for my Last ~7i11. IN WITNESS WHEREOF, i have hereunto set my hand and seal +' ~ •. ~ ~~ ~ 19 B 1 . an this, the ~~ __ day of ~%,;; ~•' 14ary K. ~Quenz ler Signed, published and declared on the date thereof by the above-named MARY K. QUENZLER as and for the sale codicil to her Last Will dated i~tay 7, 1976 in the presence of us, who, at her request, in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses hereto. .. s..,• . ~_..... ////// Nam`el Address •.•.....•....r ..r. ~ //L., ~ - , =! ~ ~i~~~~6k dd c~.C_ 7' ~... ~ ~ Name _~~ ~ A Tess r--- -.- _~..___-... COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND} ld'E, the undersigned. the testat rix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned aut~Qb~lt~t the testatrix signed and executed the instrument as/ er ast iil and that she had signed willingly (or willingly directed another to sign for her), and that she executed it as her free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix signed the will as witness and that to the best o£ their knowledge the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint oz undue influence. ., ~ , ~sta~oas~ Testatrix 1 _ (~~ 1~~ Witness -~-~-1~=.--.._, ~' ' '~Jitness . s.,s. a a.. ~.. .r.aawn ~r u• ~ Subscribed sworn to and acknowledged before me by the testatrix and subsc ibed and sworn to before me by both witnesses, this ~ day of August lg 81 , ~ ~ otary~u6Ti~c `- ---`" n~R?~RA k 1({kK. N41ARY iUBtIC, ..• '•" ~. R~1"D. C'vMt9LR~1U? CO{INlY ' '' ~'•~':'~ Er±~'FS A-R.1t. 1415 ever, in its sole discretion, it is necessary or desirable for rtv tSOOEi• tJf't ~~~-~ G,- ~ ~111t NUMilR ~ ~ • M ~ INHERITAN E TAX RETURN .. ;,~ RESIDENT DECEDENT _ c COMM'JNWIALSM 7t rINNStt+rAN~A ~ (TO BE FILED IN DUPLICATE ~ °~ ~ ~~+"~ ~1 otrArtMEN+or rrvlNUr ~ WITH REGISTER OF WILLS rost ott+ct fof i»J t+Afr~SlufG. rA tJtas sJJt __ _ `` _ _>_ __ COUNtY COOS _ YEAR NUMIER .y_ - - - - N~ NAME liA ~1 AN MI~11 •Nif~A{l - _ - _ _ r D IDfN S C i4 A -' QUEN2LERt NARY K. 1938 HIGH STREET ~Al ucuii~r'NVMtii - _° -'_ --~ 'o:it bi ors}~ _ . _ cATi'oi ~~irii, --- CAMP HILL. PA 17Q 11 172-01-5527 i 2/7/91 ~ 9/24111 _ __._ ~c...+,_ CUMBEIt_L_AND {'~'j 1` Original Retwn~ - •'- -------~ _ 2 Suppltmentol Return Cr3. RsmoindN Rsture ~---^`_--- t M {Io. dots of death prroe to 12.13.82} ^ 4. limited Esla+• ~ to, furors Interest Cort+promiss ^ S. federal Estate Tax (lot doter of dfoth after 12-12.82j Return Rsqu'nsd ®6. Decedent Oied is>+ote ~.~ 7. Decedent Maintained o living Trust _l._ e- Total Ntmtbsr of Soie deposit oorst _ S_ (A++och copy of W_ ill} _ _ {Attocit copy of Trustj _ ~' All CCRRESrONdENCE AND CONfIdENT1A- TAX INl•CRMATFON SHOUtD RE QIRECTEO TQ: 1 ~ AM~~ -- ----._-_--_ - M~t T~MA1111-J A Dr~~ _ KL1RT R. WILLIAMS, TRUST OFFICER ~AUPHIN DEPUSIT BANK AND TRUST CUMPANY t ac-NV~f .. .__ ._ P . U . Box 1961 HARRISBURG, PA 17105 1. ^sol Eetots [Schedule A) (1) ,52,000.00 .._,.___......_ 2. S+ocws and aonds [schedule ej [ 2) ._ .. ... __ ..__ _. .._._ __-._.~._ 1. Closely Held Stock/partnership tntsrett (S<hrdvk C} [ 3} _....__.-_-_ ...__.._.__. ~ ~ ~ , 4. Mortgages and Notes Receivable {Schtdute D~ (I} ~~____ A S. Cosh, book deposits b Miscellaneous fersonol -roperty( Sj __ 8,566.38________^ ,-~ {Schedule E) w _ - __ - T , 6. JoinHy Owned /ropeny [Schedule f) [ 6) .~ _ _ __. ~. Translate (Schedule G) {Schedvls l) [ 7j _._-._.,. _. ___ ~. Total Gross Assets {total IiMS 1.7) [ ej _ 60, 566.38 ,______ 9. funeral fapanses, Administrative Costs, Mitcallonaous (9j -J,)„a,~„/~.$8 ___ ~ Eaptnus {Schedub H) 10. Oabts, Mortyogs liabilities, liens {Schadult I) {10} ____ ~_ 11 Twol Deductions (total lrnas 9 E 10) (I lj .__,^ 11 s573 •Sg _____ 12. Nat Yolue of Estots {line B menus line 11} (12) - 4$t99~,_S{L`- - ._ 13 Chor:tebte and Governmen+ol dequtsts (Schedule )) [13} lt. Nat Value Sublea_to Toa (line 12 minus line 13} {lIj 48,452 • Sp _~__-_ 1S Agoum of L'sa ld toaobls of 0'1i, rate T (1S) ~..~..~.(~_____ x Ot3 • ?.Q 34_ 5 _ _~_ (Include •alwt l.o.n schedule K or Schedule M.} 16. Attsount o) fine IS laaabls p1 IS9t- fate [10} _._. _.. ,-,~_x .li s ~lncluds .aloes from Schedvls K or Schrdufe M) - -'` -, 17. printipol toe dos (Add toe. Iron line 1 S and from line 16.} (17} _ _~_9 39.5 5 { ' li. Credits /riot payments d+scounr Interest 19 If line Id rs Qreater than IiM 17, enter the dillerants on line 19. This is the CVER'AYMENT. [10} _ 0 _~ 20 11 lies 17 is greats. than line 1!, enter the diilerencs on line 20. Thi- it the TAX DUE. (20} ____.1.~Q34.~.~_.~___ - A Enter the interest on the balance due on lint IOA. ~70Aj _________,._._._._.___... 3 Enter the total of fins 20 e„d 20A on fins 706. This is the E1AlAt+ICE DUE. (20!) -- -• _ -- -....___._ Moles Check -oyobls ls: Rsolsler si Wills. A9snt _ _ ~ tr- 11-_!E SURE i0 ANSW_ER All QUES><IONS ON REVERSE i1DE Al1D TO RECMECK MATN~El~ Under patNdt:as of perjr,ry, 1 dsclora Chet I hove eaom+ned iF«s r.+~rn, indudin9 octompanyin9 schedul•- and uogmsnts, and to tM besE ei mr hnowledg• and b.l+.+. A is tree, correct end complete 1 declare that all real estate hot been reported of true marker •olua daclororien of praporsr other than the perwnel representotiva +s Sated en all inlorrtwrien el v+h:ch prepeter has any knov.ledpe ~ ~ ~p~ • ~~N ~si~~iYl~t -bi~iliM~a~r~I1H A~fE~ _~.~-- --- ---------•---- a;~-~ ------ BY: D ~ r POSIT BANK AND TRUST CO. , }';X~YU~ORQU~N~[iERI:STATE OF • 1 M NANtiliifstNiA IV ~_--ADOr~~ ~~ UU_' `` EE_ "_.._.-_ -------- ~-..--__...._.. TRUST OFFICER Y ~- r -~- ~' ~ ~ n 3 ~ ~ S' 1~ ~ ~ !~~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK ~ r~ 1N THE APPROPRIATE 810CKS. Y o 1. Did decedent make a transfer and: x a. retain the us• or income of the property transferred, ....................................... b. retain the right to designate who shall use the property transferrad or it: income, x c. retain o reversionary interest or .................................................................... x d. receive the promise for life of either payments, benefits or caret ....................... x 2. tf death occurred on or before December 12, 1982, did decedent within two year: preceding death transfer property without receiving cdequote consideration! tf death x occurred aher December 12, 1982, did decadent transfer property within one year of death without receiving adequate consideration;f ................................................. jx 3. Did decedent own an 'in trust for' bank account at hi: or her death ...................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. i RlV.1lV7E1t• ~+7•ESI ~ ~ scHEOU~E a (owwloNWE~ITN of -ENNSrIVANIA RE'~L ESTATE INNlR1 AN4E TAfI REfYRN REf1piN pECEpEN .._ . ..... _ I :: - -::.-: •• ....: _ - --. _, ..- .. .._. _ .. .-_..=- _• '-~ -'-'- _.. IESTAT! O/ _ ~H1t NUM~R PlARY K. QVBNZLER -..'.My MiwNy-~wIN+ wNrr Riff ~ fwyiY~nbl f wwM `! diu{es~i M sclr,iol~ f~ AM fops ~s1aM ~Il~tali M nMrh/ d lair wNrdtN vsllw whWl h !MAl~ or 11N Mk+ M whld rr.~.Ay w.rW w o><clN,~/ MtwNe ~ wlllinR iwy« ~wi • w11iM* R~11er, MiEil~+ i~ s>~Ib~ ~ ~Yy M Mtt.-~1i1 ilr.riwR NMMO~iR 11Mw1~/~ ~ 1IN fr~VMI ~CE1. - -... ...-- -._.. --- - -~-"-' - -•- •- - .. i -_ - ..._._ ._ ....._.. . . _ DESCRIPTION VALUE AT DATE NUMBER ~ OF OEATH 1. -1438 HIGH STREET -APPRAISED VALUE ;52,000.00 ` CAMP RILL, PA 1 i . k I TOTAL (Alpo a.tK on Ein~ 1, R~copi~ulotion) ': g 52,OOQ.00 .. r ,~~,s~.~,. ~"'~ StNEDULE E ~' CASH, BANK DEPOSITS AND Co~QNWEA(IMd IENNSrLVAN1A MISCELLANEOUS INMi~IiANC! TAx M[T11RN __ ets~orNraaoENt _- PERSONAL PROPERTY pl~o~~ Prim or T E ATE F fllE NUMB R MARY K. QUENZLER SAM McPMr ~oindr.owMd with At Riphf et 5urvivorthip nw,l bA di,clo~~d on StAudul~ i} -~ . ITEM DESCRIPTION NUMBER VALUE AT __....`_-`__. -- --.._----. _._..._. ._. ____ DATE OF DEATH CASH AND CASH ITEMS DAUPHIN DEPOSIT BANK AND TRUST COMPANY ;b,500.00 ACCRUED INTEREST b0.55 DAUPHIN DEPOSIT BANK AND TRUST COMPANY CHECKING ACCOUNT 894.91 ACCRUED INTEREST 10.9x KISCEI.LANEOUS 1982 CHRYSLER LABARAN -SALE PRICE 1,000.00 JEWELRY -APPRAISED VALUE 100.00 TOTAL ~8,Sb6.38 TOTAL RAlan ~nf~r on (ins S, R~capitulalion) I $ 8 r 56b . 38 (Anoch odd+iia~wl •Ih' ^ ~ 1- ,h«n ~ ,w.. ~p«. k n.•d.e,} ...+si+e.. nw~ SCHEAULt N ~•~.~- FUNERAL EXPENSES, COMMONW(I,IiN or ~ENNSrlWN1A ADMINISTRATIVE COST'S AND ,N REffaEN1(DECEOlNI~N MISCELLANEOUS EXPENSES Ml~M hIM of T MARY K. QUEN2LER ITEM NUMDER DESCRIPTION AMOUNT A. FunerelExpensess i• MYERS-HALL FUNERAL HOMt;, INC. T 3.799.00 PAUL M. KILHEFFER -CEMETERY LETTERING 130.00 a. AdmblRtrafihr~ C~sfs: DAUPHIN DEPOSIT BANK AND TRUST COMPANY 2,000.00 I. Prrlonol RepresaHotiw Commisrions Social Security Number of Pbr~orwl Represenfotiw: __ 23 19383 Yeor Commission! poid .__.1992 2. Anorney Fees JOHN E. SLIKE, ESQUIRE 1.000.00 3. Family fscemption ClaimoM Relationship Addnts of Claimont of decedent's death Street Address City Sfab Zip Code t. Probate fees 151.50 C. Mlscelloeeeus Expenps: 1. CUMBERLAND LAW JOURNAL -ADVERTISING PROOF OF PUBLICATION 40.00 Z• ANN M. MARKLEY, TAX COLLECTOR - REAL ESTATE COUNTY TAX 2]2.70 S. BELL. OF PA -TELEPHONE SERVICE 87.88 4• PA AMERICAN WATER CO. -UTILITY E%PENSE 33.93 3• UGI -UTILITY EXPENSE 43.37 0. PP6L -ELECTRIC SERVICE 105.35 7. PATRIOT NEWS CO. -ADVERTISING PROOF OF PUBLICATION 130.02 8. GROSSMAN-CORN ASSOCIATES - BALANCF. DUE i3. 14 TOTAL SAiso enter on line 9, Recapifulation~ S lu n~sn space is needed, insets eddifknsl sl~eeh of same si:e.~ Paga 2 (Cont'd) SCHEDULE H 9. PA AMERICAN WATER CO. - UTILITY EXPENSE 13.57 10. HOLY SPIRIT HOSPITAL - HOSPITAL EXPENSE 22.2b 11. LESTER C. CONNOR - REAL ESTATE APPRAISAL 250.00 12. WASTE MANAGEMENT OF PA -- UTILITY EXPENSE 31.9$ 13. KEYSTONE OIL - FUEL OIL 509.61 l4. WEST SHORE PATH ASSOC. - MEDICAL EXPENSE 12,48 15. SELL OF PA - TELEPHONE EXPENSE 25.39 16. ATbT - TELEPHONE EXPENSE 45.78 17. PATTERSON. LITTON LONERGAN - MEDICAL EXPENSE 194.12 18. IRWIN R. BRANDY - APPRAISAL FEE 10.00 19. UGI - UTILITY EXPENSE 14.41 20. PP6L - ELECTRIC 5ERVICE 18.97 21. AT~T - TELEPHONE EXPENSE 45.78 22. PA AMERICAN WATER CO. - UTILITY EXPENSE 13.84 23. BELL OF PA - TELEPHONE EXPENSE 22.49 24. PPbL - ELECTRIC 5ERVICE 20.32 25. KEYSTONE OIL - FUEL OIL 95.71 2b. UGI - UTILITY EXPENSE 13.70 27. PA AMERICAN WATER CO. - UTILITY EXPENSE 14.11 28. ANN M. MARKLEY. TAX COLLECTOR - SCHOOL TAX 57b.24 29. MARSH ~ MCLENNAN - BANK'S BLANKET INSURANCE 30.00 30. BELL OF PA - TELEPHONE EXPENSE 18.88 31. UGI - UTILITY EXPENSE 12.28 32. PPbL - ELECTRIC SERVICE 20.23 33. PA NATIONAL MUT CAS INS CO. - INSURANCE COSTS 105.00 ~ ' 34. KEYSTONE OIL - CLEANED HEAT PLANT/REPAIRS 58.40 Page 3 (Cont~d) 35. PA AMERICAN WATER CO. - UTILITY EXPENSE 14.93 3b. UGI - UTILITY EXPENSE 24.40 37. KEYSTONE OIL - FUEL SERVICE 58.44 38. HASTE MANAGEMENT OP PA - UTILITY EXPENSE 31.98 39. KEYSTONE OIL - FURNACE LEAKING HATER/REPAIRS 36.36 40. BELL OF PA - TELEPHONE EXPENSE 1$.88 4l. PPbL - ELECTRIC SERVICE 22.04 k2. UGI - UTILITY EXPENSE 2.85 43. PA AMERICAN WATER CO. - UTILITY EXPENSE 16.85 44. BELL OF PA - TELEPHONE EXPENSE 23.67 45. UGI - UTILITY EXPENSE 17.54 46. PPSL - ELECTRIC SERVICE 30.54 47. PA AMERICAN WATER CO. - UTILITY EXPENSE 14.Zb 48. WEST SHORE ANESTHESIA ASSOCIATION -MEDICAL SERVICES 100.00 44. KEYSTONE OIL - FUEL OIL 84.48 50. HOLY SPIRIT HOSPITAL - H05PITAL CARE EXPENSE 542.00 S1. BELL OF PA - TELEPHONE EXPENSE 27.54 52. UGI - UTILITY EXPENSE 13.9b 53. PPbL - ELECTRIC SERVICE 69.89 54. PP~L - ELECTRIC SERVICE 7D.86 RESERVED FOR ADMINISTRATIVE EXPENSES 3D0.00 TOTAL. OF PAGES #11,573.88 i ~.ua a. s~ SCHEpUtE J corro~w[aTM a 1lw~n.nw BENEf ICIARIES r..~,~ liTAT! O! NU NUMRtA Mary K Q zler NY~ NAIM! AND AODRSES;f OF lENEFiCiARY N~ fNAR! OF AT! !. Cl,.~li~M ae/ Owrrwun~d lpwMa !. TOTAL CHARITAUE AND COVERNA+IENTAt iEQUEiTS (/1l~e MNr ow 1+» 17, Ruopttvfo~fer} _ (N r~ gree k NrAr~~ M+w~f ad~IFbw~ ~hrrh d sonN ~isrj uen NuFI1~RlR NAME AND ADD>lfSS Oi RtNEFICIARY RttATiONfHI- pp SNAR! ~lfTAT! A. Ta~obb lrqurrtez ~~ Dauphin beposit Bank and Trust Company in Trustee Residue Trust f/b/o Mary Kay Quenzler P.0. Box 2961 Harrisburg, PA 17105 . IRWIN R. BRANDY "DEALER IN FINE JEWELRY" 3a0Z BonnybrOOk Raad Harrl~bur~~ PA 1710>i , AppaMm~nt Cniy R~ ~y s~s.n~>t .. , r j~ f j~~/ ~ • l~y K ~ w/ Z ~ E/~ G s T A'y~ ~•I / ' L 4 qs.~~ ~~ rarfd B ,v,...~,,.•~ ! ,.,,.~.~- ,~ir•r r~a~,r ~ / /!J~ /9y/ t) 7 c OIIANTiTY DElCIM!•TIOII WMT MrCE TOTAL /~ /s~ K ~ ~ NG C.~.rc a /3 A +ya ~ ~ p, o 'a v ~ y r•1 ~/S ~ ~NR•t'.OTt'A S rvi < 1 ~ • al (a ~~k ~.Ct G~/ Gc AL fJ7 +0~1 0 +N /7c.c.,~ c e•+O ~ r'ic •f • ~ (j, Ci t ~ S~k~f~ ~~~~~ , ~~IV ~N ~•IIc ~~~ f~ d~r._a.:.o t! we.a~• •~~t /!A-se o s.~v a~~ t.•-..."" r~ra+zk. " ~i0~.lta ~• a Till /~Qrl~;.s/~.eret R~t71~ Awn ,p,ts. •.,r -TIC [ S ; ~~ ~c r_ a f3 .: es v yrN~ t p~1fG , ~~~~"~~~J ~ + ~- . v DAUPHIN DEPOSIT BANK AID TRUST COMPANY ~ DECEDENT CONFIRMATION Nanw 1lVrr K. quenzler Social Security No. 172-01-5527 Oate of Death ( DOD ) 02/07/91 Account Mo. 0070018006 4913754165 132078.01 Typa Chec4inR Savings Safe Deposit Box Data OoanaO or lsauad _10/28/75 02/02/89 10/03/75 D.ta claaae er Ilaturae 04/03/91 {Closed) 04J03/91 (ClosedZ Dat• of Oaath Dalarica S894.9! $6,500.00 PLUS Data of Oaath Location: ACCruad Tnt. ]0.9Z $60.55 _ West Shore Plaza Office .tolnt Ornara• ~ran~r Emerson Ousnzlgr {p eed) Emerson Oue~jzler (Dec d) Emer~op_Quenzler ,(Decd) Data oI Jolnt D~+narahip 10/28 75 02/02/89 10/03/75 Special Comments: AdOitlanal infaraatfan avallwpla • 120.00 par haur. Ona hour ^/nl~. Date Prepared __Anri3 10, 1991 ,.,,__ Prepared By Cheryl w. Howes _ < Custom~,r Management Information Oept. Telephone No. (717) 255-2054, Page ,~~ of _,.~_ . Gtr •tt! 1. • y I3;'~ ~A ~ ' CO+u,OM~rI.11*Y11V~Of~~?MLEM,N7+5r1N1. SAFE DEPOSIT BOX a+..aewN- w .er7rue ~ N V E NTORY IMNIMAMCI lAa Nr17101, ro-t a+~cl w, an r.p+SWIG ~.++~a7pU -i~01R r1(EEE O[ Typo A4USi RE CCIM-lE1ED RT RE-RESENTATIYE O} fINANC1Al INSTITUTION WHERE SASE DErOSIT IOX IS 10CAlED AND REf11RN[010 AWVE ADDRESS C0IFNTY COOL fllE HUNKER SOC1Al S#CUR11Y OR OL-TN CERTIiKATE NUMBER 21 2191208 __ 172_-01-5527 sSR1?~""wTE n`asi /+iit_ wlooili ~~~ OAT QUF]V7.LF?~, MARX K. - -----~~-- - 1 01/~!/~t ~~!- --~--` ADDRESS Or DECEDENT tSTltE11 ~ KtTMI iSTAtE} liti cOt?EI I1 S7R}~:I' ' 1938 HIG CAMP HILL ~ PA 17011 _ _ _ _ _ NAME ANO AdDRES3 Of TERSON REOUESTINa tHE O-ENING OF 1N# SASE D#rOSli SOX {NAME?1 KURT R. WILLIANLS.~TRUST OI•'F'1CFR - - - bAUI?1TIN ~F:POSIT BANK AND 'T'RUST COMPANY,_ ~~F]G1TI~OR _ ' -- - (Stllli AODltST1 K+nl ts1AiE) a+r cODel 1 SOUTH MARKhT SQUARE HARRISHLIRG PA 17105 NAMl, ADDRESS ANO RELATIONSNIr (Ir ANY1 TO DECEDENT. OF f[RSOHISI rRESENT AT THE DOX OIENINti ~ ____ ..~ _ :. 1NA,AE1 1wttAT-ONsNiI} KURT R. WIi.T~IAMS, 'TRUST OT'F'ICF~2 l?AUPIIIN D~OSIT T3l~NK AND TRUST D0. , EXI]CLTI'OR ESTlEET ApDIItSSI -_... KIIY) (fTATlI 1211 CODtI 1 SOVI'H MARKET SQUARE HARRISBURG PA - 17105 E+. p+A++~T1 Il[tAT10NSN+1y - WFJ3bY D. SPF~XX:E Ui1UPliiN bEPOSiT BANK AND 'TRUST 1~iPANY, ~]CilI1QR 1sTlEET Aoaeess~ ICITIry 1stATq 1EIr cODE) 1 SOUTH MARKET SQUARE HA1tRISBURG PA 17105 •. (NAIA11 (lEtA1+ONSNlr1 tsiltET Aooassl 1pT11) pTAu1 tzar cODEI D NAME AND ADDREii Of i1NANCIAI INSTITUTION WIiERE THE SAfE DEt031T ROX IS LOCATID J DIAUPH I N DI:'POS I T 1311M( AND TRUST Z`QMPANY - WEST Si TORE PLAZI- OFFICE ptttET ADDetss~ !'- - --- • ~ K+M -- ISTAtt) 1zi- [ODEI Wl-,>I` S110RE PLA7.A _ ___ T~I~gY[dE _ _ PA T 7Ua 3 NAME Or -ERSON MAKING LAST LNTRY ~ ~- ~~ DATE AND TU,IE Of LAST ENTRY .__.._ uwnv rv tc~ri, sb 1 1 /70 /011 7 . KS Z< !rl DATE OI CONTRA[1 TO RENT ~07E HUNKER 0/ WX TITLE UNDIR WNICN i0% IS RE6ISTERID 10/3/75 _ ~ 13-2078 MARY OR E1~IFRSON (DIJCp) QUITI2LER NAM! AND ADDRESS Or r#RSON(Sl HAVING ACCESS TO EIOX ~, 1NAME1 -. ~AIaE) MARY K . QLif~IZI.~32 {t1lttT ADOlESSI (iT!!!T ADDlESS) 1938 HIGH S`I'RI~'T 1CIT1} 131AfE1 {2t1 CODEI i(tlrl ~- ~ pTAIEI (jt- COOtI CAMP HILL PA 17U 1 1 NAME AND mli Of tM-IOYE TAKING T1i1 INV#NTOR~ KURT R. WILI.IAMS, 9RU51' Ol•'i~ ICER WAS A WILL IN TMI ROXT =YES 7t?NO M Ylti. •. Dot• •f vrA: E+. N•nt• ^nA •llnu •I r•r.•n•) ,gr•NM.tlr•. M A•nN~ M th• wiR ttdAMt) lsiutl AooleSS1 ~ - K+T'n r ISTAI[I t2i~ COOtI -- s. N•.n• •n1 odlNii •f •M•rn^r. M rAY ~-. ~ ~- ~-- INAMEi lSlltlT ADDlESSI ~ ~ -_...-_ -_-.- _-__.~_ __`.___-_ KtTMI - --- tS1ATE) ` 17tr CODEI - ~- Paga i of. ~ SAFE DEPOSIT BQX_INVENTOi~Y_ INSTRi,lCTlONS ^ _ _ (~' Cash: Report total only. ' {~~ Stocllss List in derail every common or preferred certificate, warrant or other rights found in box. Stocks ar• !o be desipnoted by home of company, certificole number, date of c•rtificote, Warne in which Clock is registered, and number of efiores and sloes of hock. (Z) Obllgotfens et U. 3. Gave+nment: Nu obcbi• on deoth~ ~ `f issue, face value, names in which -epistered and type of ownership, i.e., jointly held: p y (4~ Rands: Dssipnal• by name, amount, s~riol number, or other deeipnoiion. (Bearer fionds) ~S~ Rank and Savings and loan Posabooks: State Home aF depositor, number of book, Lott dote appearing M book, name of bank and branch, and balance. (i~ lewefry, Coins, Stomps, Manuscripts, •tc: list and describe os Fully as possible. (7) Deeds, Mortaa~es, Current insurance Policies or ether e~~ldences of indebtedness: fist and d.ecrib• as fully as possible. ta) All other contents. _ ITfJA ttt/r{ DESCRI~?'ION HO. ._._. .__ -- ------- --- ----- - b r~ol~..s~srn~ r ~u rr N ____ 6 OOID TONE ICING WITH l~Mir;PiiYST I~1KE STONE 6 GOi:~ 'DONE RING GUAi2D 6 i SIi.1hR TON£ PIN i - ~__ ~ _ 1 certify under penofty of par~ury lfiot the above record is correct and samplers to the bes! of my lrnowfedp• and be ei. h .rnN • ewr 1H ~- . ' -_. T1iURT R . W I i ~I,I ANLS ~ I~s~~ Ol•~ I Ct;f3 ~. ~--~_._ ____._. _- _ • --- NOTEr Attach addltlo~al s'/s" x { 1" shsot(s~ if ntsesstary ar usa dupflcatoe of this page of four. ,+rl,+...,., r; „ -~•,,...,: ,~ •.., .r, U~1f!'U;i:ri ii~::iii:ii.:?~Ti~~L .1~~.'.;all;i:1L Ali POf3i' ~., r~.. *...~~ 1 t,~. - . .. ., . ri... •_:_ ;.. _r_ it , .. .. ~ 1 ~ 1 .. .. - . ' PFE5EtiT ~;.•.~ USE ~~~.:,+ USE C ' . _ E'.':~ ~~„ •, . ~. - ::.+; _ .. ~~ :.. .. r... ~ • • . ~ ~ __ - _ • $,nyle family 90 Net t~keiy XE OCCUPANCY s+000r `'E AdeCUaiy 01 UtJlireS X ] L._; __ 2.1 farrt+ly --. _- Lelely {~ Owner Lx~ Property CompaUbrllty ~x~ Li ~i <- MrMr•iarruy _ 8 In process~~ Tenant [. '] S 60 low 3 Protetlton Irom Delnrtxntal Conti ~ [__] (^J G CpnlnkrCtal To Vacant (0.5°el ~x~ -175 1t+p+ --- 8O Pdree 6 Fue Protection [x~ ~ 1 ~..~ [-_~ 4tduStrral --- ._- _ • - _-- Vacant tCVCr rr' j~..., ''r,^..'r~ General Appe•t'aYn nr P+00°[•'•' ~~.. - r-- r _ Vacant • . 2 _ -- -..- . __.. __ 9D _ 4 5 eel to Market x Note Rau or the roc+al composlt,on of tlt! r!e+gAtlo+hood are not consrltered rd+able ap:'atsal factors COMMENTS _ Establ~ed_-residential- area_porth of_Market__Street_ in_ Camp Hill Borough, Cumberland Qurlty~._Pa._ ..Schools, shoppin5r ,transportationr._churches s.public~arks are all within 1 to_ _ miles. --Pride of ownership- is evident__throughout .entize nei~h)aorhood ___ _ __ _ ___ ._ _--__ dw I1' Dimensions - 66.66!_ x_-.200.' _ x_ _120..b' _x_ -207•.15' _ _ ___ _ .•__ . __ Topo9rao+tY Steep__incl__-- from- street Set Area _ _ 19~ 061 _ Sg _Ft ..--,._-- _ _ -_ Cann tot _ - - - -_ _-- _ _ Slit _ 19 s.961. Sq~.~t,--.- ZpnrngClass+trcatron R - I ~ Zon+ngCompllance ~Yes_ __-__ Shape , irrgqulaz_ _---._ 1pGHfST dBEST USE Present Use x -- -----.-"._._..._- Oltrer Use pa+nage -Average .._- . _-.--- .--.... UTILITIES PubhC Other SITE IMPROVEMENTS Type Pud+c Private Y+ew - Ay~ray~_ -- - _ __-_..._ Etectrlcrty Lx ; .-_--- -- -- _ -- Street lYlac~dam • Cx.;; r'. tandscaptrtq ..1~y~rag_e __.. -...._. _.. Gas Cx~ __-_ __ _-_ __.•.__ Cu+b Gu!ter -concrete _ . __ ~x ~~ 1 Orrveway_Hone, Al ley..access_tcr_.g~r_. Watel ~~ _- _ - ____ S,dewalk Concrete. • __ _ C_x•; (.-; Apparent Easements p~ reS~ard only. „_ -. .. _. ... - f ~~~ iEMA Rood Maraca y!s' No x 5anrtary Sewer ~ _ __ _ Sheet LWMs Incandescent x _ _._ _-_.-_._..-__ Storm Sewer AI'e ~Unim roved x • FEM:.' MaprZone COMMENTS tApparent adve+se easements enc:outtments. sptcral assessments. sl+de areas. etc r .Th15 is. ba sed. ot! _~Urtcent ~lnod maps 6,,.._. -m3~--famil iauty.,~lsh_th~azed-.---.Corner.-.lot .fln_xiorth.side. Qf .1ii9h~t,.~trS_..~.o ~~!rIP--H'1,1. borough, GENERAL (?ESCRIPTtON EXT IO`. SCRIPTiOk FOUNOATrpN BASEMENT INSULATION Untts 1 founaatan Concrete S:ab Area Sa ft 766 Root Stages Z ftterrorWa:'s l3rick Crawl Spate =-FmtSneC -~- Ced,nq Type +Det At! 1 Sf D___ Rppt Surface Asi-li. Sh. 8aserr:ent 95+- Cep+,nq Unf in. Wars Avq._ ,_x Dts~g~ !S'ylel 2_~ S.ty G~Ne[s b Dwnsp+s Alurs- Galy S,trnp Pump -0- Wa'IS Concrete F~pgr fx~s:,nq Yes _ __ W;•Idow Type Q/H _ pamp~+ess No Evid, F~mr Concrete None • ProCosed Stam Sash Yes SetIICn•£n; Ih,te• to nge Outsr:e En~•y To encl . Fge•y;lacy ~~ x • ~.. _, C~.~^,t -YC S..._ .. +•~.~,. _ •t,.' Evl+i. _ Pclrctl C ~... ~. Lf+~~ o•,• • r. r~-.r - _ . AgelYrs, 6O± Es 4tan,,taclured-+ouse No Tnsu.lati.r,n Efle[tlve A r iYrs! 1St ROOM$ Foyer living Olntnq Kdttten pen fant,.y Rm ReC Rnt Br•druoms ~ Sates Lati~dry Other.. Arta 50 1'. 8asement - .. 75F3 ...--- - . . __. _ __ - .. - _. .. _. _ .810 feud t 1 1 1 .. _.__. -. ..__ _. 3 ---1- - 768 . Lever 2 F+n,s~led !'^., acre"ti jradE-'r~'1'•a~n, ( ROpR15. 3 BP(!'Orm+S) l 6a!h(,j 1 ~ 578 Square ket of Gross t '. ~•q Area Sl1R!aCES! M.,:er• .'r'~+~•oa I+EnTING K1lG1,ENEgUIP At TIC 1MPROvEatEkTahALYSIS ~a,c ~AV4 ~.}- ~ti•- Floors tiwd, Vinyl, Crht/Avq ,Type steam Retrtye~ator ]_ ] Ncne Oualrty at C+:~+~slrucliUn ~ ] ;x I ?- , i. + fUB• oil Ra~+le Oven (x1 5t,3us I xt CaIAIbUgOt ~~+•Grovements l 'x ' . _ TnmrFl~.~r• ~r.~od/Avq , C~` •d+tt~n Avg , Dtsp0~e1 ~ ] Orop Starr i 1 Roan Sete, layout (_--] `x..~ i ' Barn Fkwl Carpet/ Avg . 0,-tiaua' i Avy • Dt:aw2Sher j ] Stultle ~ Clo5et5 and Stange ;_ } 'x , ~ .., __... ; Bath Warr'scu+ -- _ ~UOI.ItiG fail:Hoocf !_x ftoa x! Ever Err+c+enc ~ ~x~ ~- Ooa; 'rloi.+lj~lvcT, Central N/A--- fempaclor ~ ~ I+eated ~ ~ Pbmbrnq AlkGuaty a C~+ndltgn ]- i ~x 1 ~--) ~ t prh;.• '14,r;t•~er,hry~' , f, :t;rrM t E:• ~.t+,:al Adequacy 3 Cord,l,ort x -- t r - - ~ ~. ,. .., CM>dtt~pn __ M+crowave I 1 (-.._] Kitchen Cabtrlels Adequacy a Cold f-- i ~x ~ r ~ ._ -.. _ Ftr IiCets ~` Adequat Intercom ~ ~ ~ - Compairbrttly l0 lVZrghbahopd i ] ~x t 1 • CAR STORAGE Garage x Attached _ , A,tequate x our. E~ttry Appeal 3 yfalhelJbllrly ~ , x ; r ' _ , Nb Cars ~ Carport ~ ] Dc!a;ned ] x ; lnuder;tale 'i. ) tl~de Errtry ~ x] ESUmaled Rern;t+rurtq Etonom+c t,Jc - 3Q_.. Yr~, Conddron Ayct _ None ! 1 tjwU In ' Electuc [war r '. dxment Entryf ; E;Umated Rero,u,onq PnystWl llte Y•S Arld~tarel teature5 9rick semi-detached 23 5tvzy dwelling with ripen frr~nt & encloseci xear porch_s 2 car detached gar,.sge. Dw~l ling is in avert+3e condit.ion. (ieprecuttxl tPhyswal funCt,or+al and e>ltcrnat it+adtv~uacies reµans nCeded mutlrnutatt0++ etc r Physi ca L - due to age & condition . F1uu.;tiutlal - u.lrl style kitchen, semi-morlCrn herb ~ l~~~mex, knob s tube wiring. External - nilit4' . • (iCntr,ll lt,a•kel C,ak:iit0++5 and lifl'v.tll'fM:l• ,t:kl ++ir~.lCt in ;UG,e~llrt,,lr~Cl .irr'.t+ry.V+lq.y+,~,tr+ lt,•.l ll+'+1i +f;ll'!E"rt hl,y!7,:,~ "..Trd CWMI•' .+,~~+i ~ZC:t rc~+l t'St,lt rn.lrki!t r~+rnlit i. r.~t~:;.Jra :;lr:w ,ions t~+ ut~.vrrt..lin ei:un:nuy. All tyj>r.s of t.inancin,3 is available w ,:unvarttl~~n,ll lci.u+ Lu•irn '.1.ti tll 14.5 int+~r~r::t, EJU\ tn,.rrE.ctagu, 7 tci 3 t,clint_; f<!r _lil! _Sr3._ri 3t) YS'~ +='-~S: r to . ---.- ---.-.._ - _ ---- - -------• ...._____._...---•...~~ . ..... 1.1 ., f .,rr : r) r~l~,r r. 17•'n .. ~U.•, •, d•at 'JW •.t,f ,Ix -..' )7'~ Wt.., ...~ ~.. ti,',. l1.,.H', 1. '~ . •'rl1 Ilflllll : • 14:,1 Ileri, •+, , ,~1 r.. ~. ~~ 1,I M• i.r ~., t„ll+ fi, ,l r• UNIFORM RESIDENTIAL APPRAISAL REPORT file No r.tuetlor, s.titlor . - _ Pn~(x;:e of a~~s~,r,S u~ Nahmatc Markel Vai!K as dct+ncd m the Cerhiitatinn R Stalrrr-enl of land Cond~t!orrs fiiU1111HG SKETCH (Slrflw GttG;S t.MNG ARf.A At3OVE f,RADEI ESTIMATED REPROpUf.TgN COST-NEW Of IMPROVEMENTS. .., r.w,,,. u.., r.• ...A....•.,. ..,>.~•.: «.i , .v,~,n.., rn rr.,, a~,nrurn t.nr•.r.rr, •• ~~~, ,rur• DWtlllflg - 1 ~ ~'7~--- ~ fr ~ S _ ~•'~ . QO - ~ -11 t U 10, - r,wt•:r.r, ttu; ; _....._....-------- - .-- Sq Fr Q S - --- -- --.... _ .- -- 11"i' x 413' - 7G8 Sq . 1't . Erltra5 810 Sq . Ft . Special Energy Elficient Items ___ _ __- ...--_.. _ 1, 000 Porches, Pauos, etc. n 2l 000 lb' x 48' >: 7b8 _ GaragelBmplEOt 323 Sp Ft. eD S -15.00 _ '- ~- 4.845 ', 1, 578 Sq . Ft . _.. -- Total Estimated Cost New ........... ... ... - S 78.55 GARAGE: Physical Furlctiortat Elrternat 17' x 19' ~ 323 Sq. Ft. Lis 1 DlpreGiatiOn_,351000 .•3,000 -0- ~ S •-38000__ Oeprec+aled Vawx al In.~,~verrKnts .. ... _ - S _-, 4Q, t355 Sde Imp 'as is' {driveway. Ianditapirlg. etc 1 ~- S _~__ 1_, 000_ ESTtMATEO SITE VAI.IJE ........ .... .. .. - S ^,~~000 Source of Costs - {M kasehoM, show only kaseltold value ) Local contractors ~ Marshal l Valuation Service. IMOIZATEtr 1AlUE Y COST AMIWACM .. 61,f,,$~ I1Vat Regwred by Freddie Mat and Fanrur Alael Constructan Warranty Its x No Does pro,'lerty conform la applicable MJI}:1'A properly standards [~ Yes [_] No Name of Warranty Program __ _ _ _ N~A__ - -- -_ __-~ _ !! No, explain ~. _..----NJa1_-_.-.-. ..- --.--. -_.,-- _. ---__-- Warranty Coverage Errprr~ _ --------__- - rr,e undenq•+ed has retdeA Ilaee rereM }ak s d popcrlres rnosl a,md,,f and r1rt,.rmate t0 wtttect and has COnidMld Huse v+ the m,,rkrl anaiys.s The ecwplUn rrckrees a do1N• ad,usfinen! •Mkcla+q ma rMeT reaclrx, 1U 1hO5C ~',•,r,s d sprytKi~it vW~a1Wn GefrreEn 1f,e wD,ec r and L,xrpiriEk propeHeS M a LQndCar,t ,rerr, .n the COmGa•at]le rropQrtY ,S ~upergr r0 Or Rgre }a•rorabk then. t-v! suCrlfl praperl~ a mrnui !-) adiustmenl 4 nuide. IRIS redu[ inq tM inctca~+•0 vah,t d w1)tecT. a a sgn,}rcaM Rem n the caroarswe n .rderrOr ro d kss raroratse rhan the wblecl property a duS ! • I ahiustment K made. lt,us mtrea',~•,Q the ,nOtatr; A ra+v: d the aubiect _ REM_ _ - ~ - SUBJECT _ __ COMPARABLE NO 1 _ _ COMPARABLE NO 2 _ __ _ _CO_MPM_A[~LE_ND 3 _ __ 1938 F ligh Street, __ 103 N. 21st Street, __ 103 N. 26th Street, 45 S. 19th Street, Address ~Ca ttyg„ P ,} -Cam _ p_Hil•1.1••,•Pa__._ __-__ _CamQHill~ Pa._.___-•_• Catnp Hill, Pa. ___ ProxirtritytoSublect ,~ , 3± alocks 7± Blocks 5 Blocks Sales Price S _ -_ .. _.. ~ S b9 04 ._.._._. S 54 000 ~ i ; i ' 1 S 66 800 ! . . .. _ . .. Prrce;GtaS, l.n Ar_e__a_ - S _ -- _-G'j .;. : .... .... 10 ,.,,,~~~~~~ i~ 548.87 .!~1tllE1lID11111111:t:_.' .. ..: ! i l..._ _..._. r S 4.3.55 ~~1L'lllil:l~~~iiil:'~ : , ., .. .j.,_, ~.: ~ _ _ _...___._.. 55;81 i ~.~1~11Ll111[IljlllW::~ Data Source _InsQecti>Jn_ Multi-List _& Ct__EEsr. _•-_, _-__ Inspection --- _. Multi-List b Ct. Hse, VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION • '-r 1 ~aNS!-vim, _ DESCRIPTION • + I! ao~.s!~ne~r - - - DlSCRIPTION r • r i ndn+sr+,em Sales u Frnanc,ng (,I~':~ I ~ !•~~ II ~!, ~ i Co nv Conv . VA -2 000 Concess+ons + i;,~ i ~ I .1..14 , ~ . , Date d Sale Trme _.3-90 ~ _ _ _ _ _ 2-91 6-90 ' _ . ___ location ---------•--•--•--- Good .... Bgva2 _._ . ... E-jcual --- .. _._ . Egual_- ..- SAe/Yrtw _ -_. _.._---.._ ..Aygl•LAv . . Equal .._..-~ _. _ ... .-. _.Eq~a.l_. .._._~ .. _--.. .._-... Equal ' . Oes!grtaedAppeai ... 9 _...2i StY.S/ r ~} Sty...S/a'k~~l_-__-- r 2 Stv~D~ual .._-.. ------. 1 2}_ Sty Det.; -2,000 Oual+ty of Conslructwn gy~~ae .. --- - Equ~l_..._..._ .-- - ._ Egua l _~-_._..._ ._ _-- - Egua l _- -_..... ~° ...502 .Est__.._ .. _45* _ :. _.... _. .64#._. _...- -.._.. 50t _....__ .. Catdrtwn .Ave,[agC ... Sur2~si~r .;... -10190 .--5uper.~Vz.T-.~_--=5100 ... Superior-- ;-51000 Ahaye Grads k•~~ a'•^s 8i^+~ r~+a+ • 6~ ms t!r^s •, bra! . ea•-y ~ &ms b+ai ee•-,s M•ns ', RUC+rn Count _._6_ .. 3_....1_ .• -.-6--- .... 3 :_ ? __: -1 ,~+JO b _ .: 3--~- 2 - -1 ,00 - b 4 1 --, ~ ~~ ~ ~ ' Gross lrv+ Arm ..._ ___'~..._. - -- -la1`78__...~_F!. _.l•.91z _Sa.Ft.:._..±1.10?0 .11.244--~ f1 ~--- ±~OQ. • .. 1r197_..._5_a_Ft '_ +41000 .Basement 3 F,MShed RotmisBNowGrade Unfinished Equal Equal Fqual funclrona~ Ustlrty.•• . _ • .... . AtceraQti_-___ . _,....- - - _-. ...~sZu;31.____-- ..Equal . _..--..;... _.. _ -------_ E~ua 1. -.-.- -...._ _i _. _._.._... _ ._.... t+eating;~ -- --. -- Qil~seam- .~.s_~ ._. Gas HA ~ Oil HA ' Ga:a4e(f--` 2 C~-_O~t~ -~~~_D~t. -_• +1•,000 1 Car Det-.__ ;_ _ +it00_ Nane ~ -+1000 - -•-- _ . - -- -- - Ibrctles. PaIrO. Poots etc ._ _ .. Porches -.. Equal - l Equal Equal _ Specral Energy ._.__. _.-_-._ .._. _._.___ .. --_-.. _... .. -. .. ..._ ._-_. ___ ..._-_t.__... ......-_.-_ .._. .. ...____.. ...._.1_..._..-.-^-.- ENrcrenl hems Insulation F al ~'N E al qu E ual q -- -- _--.. .None---- --.... ._Equ~1 .. _. - : . • E~a•1--..._.. ~ _. _.-----. _ Ec ua1 •.- .~ Other (e g kncrlen T _ ...... _ ._-._~. .. equp, remOCClrrlg) R/O Equal Equal Equ.'tI ; , 'a~. Adr ;eta!, --.._. - .. ~ tr ~ r ' ~~;I~ ~~„ r • ~ T ~ ' ~j _ •S ` ~ y ~ OU __ + ( 1 _ ~s .~ - -- Zll?U ' ~ ~ x ~S ~ 4, 000 -- - ...- t Irrdrt:ated varx ot Subject ~~~ ; ' ' •I I ;, ! ~ ! j : i : : ? :~j~l;rli •~~; ~ i° ;~~ I Ir I I~ ; I ~ l ~I S 0 00 , I I ~ I ; , , I. I S 52 00 ~ + ~ , ~ I ~ I ,j + I.', i 62 800 CorT,n,ent; cn Sales Compa++snn - Mdryce t Api~ro~ch indicates a value of._552,000. Greatest weight is- ap~lisd Co Saks !1 6 3. S~+1es u sed were all re t~nti tLly sirnii:lr ~.erni-detached d•~~~1 li:tys in supe;t:ior ~Ai„~•riil 1~1i1E iif SALES CuMiAFiiult AP-• n~.~n :;r,,, ~ ~ ~ r .. .. .. .. .. _. ..... _ .. ... r ... . ..... , I Iwfl 1~1rM'.A!( lhE MAK1E1 MAIUt. AS OEfINEO. dl iRE SU8JEC1 Pf1tlPlRTf 1S Of ... , r . t 'f 19 - l0 0e 5 - • . . ~ • f'Nf)IUGF<APii ni~l,r.t+~~uM fic)r~ri,~r'r C l ~ not }'.~;t .~t~' „f ,M,~t;~ ..~~Illf: r:'.uei,zlc:t-- -..... _ .. _ ... .---~---. - - --- A((; ;City.. Arjt~rf!SS .. },)3ti 1i•, ;~ ~;LiccL.. Mate P:~_ - ------~-... _ .._.._._..--- 4 ... _ . _.... x 3 ,. -._. ... I ; : Code _.~ ~o i ~ Z, i ty t~.un~> }Iii 1 Cot}r~tY r'+rnjl,c'~' 1.:I11~I . --_ - ._....... _ --P.. _.-- ----- ------ I;!\Uf'IIIPi I]};1•i;SI'1' ItJ~`7}' - .._._- ._ ._.. FRONT OF St1BJECT PROPERTY ~ SIC r~l E..~.~ , Qs~~_~ 1 ~,h S~ I vc 51o I ow rz`A~wyi f I QV'1 I~ :d.~' ~ ~. .~ .", .. . . ...-.....J .. t , . ~,... ~ ~ i . ~~~ i 3 i L, .~ 7 ' .- • y 111 . F r; r t sj 4`a~r ~I•n ~ i~l _. (~ ` , s~ r , ~ ~~ t ,'v ] r , *~•. ~'' ~ ~ .tOl D r v=~: •~ .~~ see ••' L• • ; f ~ ~ yi- 'V'im «•. C/ ~. M t1Nlf ~ n•~ '~., '' ~ S• ,~~. ~J ~ ~ _ ~. ~ . ~ . ~, ~' ~ !'~~i * ; ~+: ~ ~f • ~•r ~ 'gyp ~ !R= • ~ ~~~ ~ ~ yi ''. T t~ / _~ 4 ~G ~s~ r' !~ , ~ rte. .. ~ rM r'' w~ ,Z ~.,~ , • , ~ .• f • ~ ~ _ 1 T 1. ~,,tF~~'~7 G ~ zsnK ,, '~+..~ ~ w ~~- w +~~',~ ~. ~,. ,~, • ~ ~ rte,''` { T '. ~~~. • ~ o ~ ~i,• ' 11 ~~~! ! •' *'~ a f ~ ~~ -; ' '+ ~' ~r ~ ~ ~ .'• 7~ ''t'~ s ~ Vic.' + ~ , 1 ~ ,,' , ~ ~ Y ~ , , ~~. .. ~. ~ ~.!• r ~. tip; ,..~ ., ~~ '~. T 1;~ f: t. i ~ ~ ~~~~ w wJl .ti •,,r~~~~{~ f s -s'~: ..~' 4: . `- ~ ~~ ~ , 1 ~ ~ ~ ~ ~ ~ , 1~ ~ ~ r •1,. ~~ T ~ ~. a~ 1 S ~ ~i 1 ~ ~ •• ,~J' ~ , '' `y,~. f ' ~ t + "''~. ~" . ~. ,, ~~ w~ ,,• •!,~~ . ~ v~ f :, . -~ ~ ~ IBS 1, , • • h\\, rl ~ s ~ • y. ,~ ~ ~~~ . .~ `• ~t '~~ r,'•~ e, SrA Y ,~ •. •~' • -~~ 1,'~ '~I, 1 .SS • ~ 1 .1.~ •. -•~ ~ y f •' • {i 1-(~ry •~~ ?2) 1~ •. ~-+~ 7.15! r~~~ ~. ... ~i~ ~ • .~ i^~ ,,,~~. ,Y . ... r • •-'~~ y• r'1 ~r'~~Y 1» { ~... 1 ... i s~ L :l Y .a.. ..'i y. ~ ~ rl,~ .....~I . r _ ~ ~ • ~1 ' ' ~ , I)F:F3~1'l lO~ O1•~ \t~}tl~l•.1 ~ •~I.l F.: ihr n,,,a I,r,+f,.rhl+' pn.'c whnh s fr, {'<'rtj shuuhl hrinE ,n a ,:•In,~x•la,~c ar,d „pert ,narkcl under .r~: ••"~•+~'°'t'. r,:,;vi.d; r~l •t Lur ..d:. rhC hu,Cr .Ind .rllrr. re. r. .ntml! prud!n111 ln,n-Ir4'rahh and asrurmng , h. ur•,fur •iu,,uh,• I,n~l~,,l ,n th~• Jil'in{unn i. thr .{~n•umm,tru~n Id ,+ .alt a. ~,( ,t spr.,tird date the pn.r ,. nri ,.r,,,i,i . rnd she pa~srn!} {d talc Inrm .rlirr h~ h,t,r, undrr ,Irnd~tn+n. Nhercb} (Ii hu)cr .,nd seller are typual!) rnl+tt+ated. 121 tM~t parties at't Nell +nli+nnc+t Ilr '" 111 .r~1`r,iitl--i{nil~iJrr.mr ~}r•nn adet tntlermsru(t+r,rh to U Sr51r'i llaicSt+r itn} Scrms`ofSfmanc a) is ailnwed G+r ei(x+•urc ,n tfic tk arrangement. iamparahlc tl,crrt+~. rnd tSt the pnce rcp,rants the normal cans+deralrun for the pn+pcn- +old unalfcctrd by spenal nr creauvr financ~rl; +a `.Ile` .,'n.e.aans' Eranted M am,~ne a-a,i,ared a,lh the gate •11dtu-uncm• t., the i+nnparahlr. n+u.r hi maJr f,,r .pr.{al ++r ircat,-t f~nani,nEr +tr .,dc..+m.rs.,on. ~u a+IJu.tntrnt+ art neies.ary t.+r lh+++c c++~r~ Nhl.h ati numtsll~ r,,,d b~ ~cllcr+ a. a result of trrdNum nr IaN to a matter arts. thc~e torts arc rradtly Id+•m+fiahlr ~tn-c {hc •iltcr pa)• rhr•+• ~n.t. {n .{tiualiy all salCS tranwiutm~ Spcrtal or irraU-r tinan.tng adjuarnerNs ran !te rnadr u+ the it+rnparahlr pr+,pcrt) h. u+rnpans++ns t+t financrng tcrm- ++Ifcrcd M a Ih+rd party rnst+tunanal lender that is nM already m-++I-rd rn the prn(xn~ or tran~actum An) adJustmcnt sh++tdd nut he cal.•ulaled un r mr.•hamial dollar for doNar coo of eht financrng at r++nsess{.>n but the d+~llar amount of any aOJusmm~t should appmumatc thr mrrl.ct's reaction to the financing ar conccs.{on. ba~cd ++n ehc appratscr's Judgnxnt. ('r:K l'iFtc',~'flt)ti Ali) 5TA1'F.~tE1T OF 1.11111'I~t: C()11)[TI01S CERTIFICATIO\: The Apprar-er ccntf+c+ and aJ;rcr• shat 1. The Appral~cr has no pr+acnl ar iontcmplatcd future interest in eht prupeny appraised. and ntnhcr the tmplq~mcnt to make the appraisal. nor the cuntpen-atton fi>r tt. is -ontrngcnt upon Iht appraised value of the prapcny. :, The Appnlser has nu per~c+nal interest {n or bras s.Nh respect to the suhjert manor of the apprasal rep++n or the pantci- panls to the wle Tht "6-t,mate of ltlarl,et Valve" to the appralsal repan is n++t ha.rd rn Nlu+lt r+r in pan up-tn the race, cMor, nr national nngtn of the prrnpccusc ++Nncr. or ++irupanl. ++f the profteny appraised. or upon the race. +++I+ir ++r national origin of the presem ttwners nr occupant, ar the prupen+cs rn the -i:rnity of the property appraised. 3. The Appraiser ha• persnnall) impcitr:d the pr+tpen), Mph inside and nut. and has made an eacru,r inspection of all campanbk sales listed in the report Tn the best of the Appraiser's knowledge and belief. all statements .rnd infisnrution in shin report m true and correct. and the .Appraiser has na kn+•+-•ingly withheld any srgmfitant infornwtion. 4. All canlingcnt and limning c+mditu+n. ate cunta,nrd hcrt{n fimposcd by the terms ref the assignment ur b) the undet• signed affecting the anslyus. opinuin+. and c+mrlu"an~ eantarned in the reprint 3. Thu appraisal rcpnn ha+ hccn made to :+mfurm,t) N ah and is suhJect lu Ihc. rcyu{rrmcnt- of the C+~-fe or prnlessiontd Ethics and Stsndard• of Professional Cnr,Juit of the spp*a~sal orgamtauons Nith Nhuh the Apprai-er is affliattd 6. All COMIttt+lAnS and opimans iuttterning the real rotate that art set forth in the appralsal report weir prepared by the Appniser v+hase signature appears tln the appraisal report. unless indicated as "Rcsiew Appraiser." h'o changt of am Nom in the appraisal report shall bt made b) an)une other than the Appraiser, and the Appraiser shall has•e nu rrspiinstbility far an) such uruuthotized change. CO\TI~GF:~T Alf) LI~UTl~G CO\p1T10\S: The crmfiiau+,n of the Appra{str appranng in the apprarsat report is sub)ecl to the folluNing iartdiuuns and t,i wch tither sptc,fi: and IimHing cundrbom as art set forth b) the Apprai+er in the report. 1. The Appraiser assumes no rcspanstbllit) fur matters of a legal nature affecting the property appraised or the title ~here- lo, nor does the Appraiser render am opinion :+s w the belt. which is assumed to be good and marketable The proptny is appraised as though undrr respiitntblr ov.nership. 2. Arts sketch In the report ma_• .htw. approtini•ate dimcnstons and is included ks assist the reader in -isualii,ng tht prop- er}. Tht .Appraiser has made nr sur.r} rf the pmpt:n~ The Appraiser rs n+it rc~u,itd to gr-e tcspmum or appear m noun becau.c of ha-ing made the appraisal wish reference to the pmpttts in yurstr~n. t:r•~css err.,ngemcnls halt been preruwsl)• made therelar i And disttibuti,lr, ,If th; ..,!sat{-r in the rr~k~n hetNeen land and impre-cment- aprht~ rn1~ under the rsi•itng pro~,ram of uttlvauon. The srparsie -rlusuuns far land and budding must not be used to conjuttcnun wish any +xher appraisal and are invalid d so used. 3. The Appraiser assurttes that there are no hidden or unapparent candittans of the property. subsoil, or strurrures, which would render it more or less -aluable The Apprusrr aswmes no resppnsibild) for such condntons; or for tnginetnng which miltht be rrgwred to dt.Cm'er >uch fa.tnn b Infurmatian. estnnaitc, and opinions furrnshed to the Appraiser, and contained in the report, were +~htained from sustrces considered reliable and bthe~ed w he true and correct. HuNeser, no respomibrMy fur arcurry of suih Itcnts furnished the Apprtaiser can be assumed by the Appraiser. 7. Disclosure of the contents of the appraisal rrpon is goscrrted by ths: Bylaws rnd Regulations of the professional appraisal orpniralians with which the Appraiser is affiliated. $. ti'either all, nor any pan .,i a,r ~i,ntrrit of the ir(i~,rt. or cup) thereof (including conilusrons as 1a the property value, the identity of the Appratse-. pis+fcs~innal dcsignatu+ns, reference to any prafttsu,nal appraisal ergani:atwns, or the frm with which the Appraiser is conncitedl, shall bt used fat any purpnsr>, by anyone but the clteM specified in the rrpun, the lxlrrsrwcr if appraisal fee paid b) sa:ttt, tftr m,~rt~agtt or its suiccsxirs and assigns, mi+ngage Insurers. consultants, prufessie+nal appraisal + nrgani: at,rm. am start rr frJrall) .i, ;'n•+rd f:ranciat trnhtuuon, am department. agrns~. or instrvtner,talrty of the l'niterl S;~''. .. T1. 'i L .....'J r`~. ,.t ..._ ~ ICS:..., wr::i~fl .^t ~~t t11~ ',e ~ rf:-Cr. r:,~r ^.ai! :t `+e i. ~. :1t~ ,. .._ ..i r . .. _ ...w,, 1atCl. vi ,l:lcf ,',cJra 'w ::r W,rl lr~< :ill" .C•r.•..,. an.t ; r { _ . s; _. _. .... :; .. ~.~.._.. ~ .,;;•'.+ ;..~ _. .. _:U: .. r, art .. .,; , , ~ ~ ~\ r. I . ~ .. ~ L< ~~ 'J .~,Y ~1 1 t \~~` ~ . .1. : ' ~ . Y.,Sy+.d I{, L ~/ J t4-l. ~ ~. ~,J ~ L r~ {` ~r ~ t: .r r 22, 2009 David Smolizer, ABR, cRs Sales Manager Associate Broker Ms. Susan Hartman, Esq. 1 Irvine Row Carlisle, PA 17013 Re: Competitive Market Analysis 1938 High Street, Camp Hill Dear Susan: I did inspect the property at 1938 High Street, Camp Hill on 7/16/09. This property is a brick semi-detached, two story with an unfinished walk up attic. This home was built in approximately 1927 and also contains a .39 acre lot with a detached garage in the rear. Finished living space is approximately 1536 sq. ft. This home is located in Camp Hill Borough across from the Fredricksen Library. There have been some upda#es to this home including electrical, fiunace, and hot water heater. The kitchen sink and cabinets appear to be original and any work to the landscaping in the rear has been minimal over the years. Based on comparable sales and considering that the property would be sold "as is", estimated market value appears tQ be in the $129,000 - $135,000 range. Very truly yours, avid B. Smo izer, ,CRS Associate Broker Sales Manager ReMax Realty Associates, Inc. DBS/clb Enclosure "This analysis has not been performed in accordance with the Uniform Standards of Professional Appraisal Practice which require valuers to act as unbiased, disinterested third parties with impartiality, objectivity and independence and without accommodation of personal interest. It is not to be construed as an appraisal and may not be used as such for any purpose." RE/MAX Realty Associates, Inc. 3425 Market Street, Camp Hill, Pennsylvania 17011 Direct: (717) 730-5576, Office: (717) 761-6300, (888) 761-6300, Fax: (717) 761-1455 ® DaveC DaveSmolizer.com, www.DaveSmolizer.com REA~TOR• f.? Each Office Independently Owned and Operated David B. Smolizer, ABR, CRS, e-PRO Associate Broker •BUSINESS ACHIEVEMENTS • 2008, a-PRO DESIGNATION •SALES MANAGER, RelMsx Realty Associates, Inc., Camp Hill •2002 -REALTOR OF THE YEAR; Greater Harrisburg Association of Realtors •2000 -PRESIDENT; Greater Harrisburg Association of Realtors • 1997 PROFESSIONAL MERIT AWARD of the Greater Harrisburg Association of Realtors in recogaiti©n of Realtor professionalism through education, community service, and Association participation. •RE/MAX INTERNATIONAL -Hall of Fame Award • WHO's WHO in Residential Real Estate in North America •ACCREDITED BUYER REPRESENTATIVE, ABR •CERTIFIED RESIDENTIAL SPECIALLST, CRS • 100% CLUB awarded by REIMAX International for having attained high production and professionalism within the RE/MAX system. •PAR EXCELLENCE AWARD, awl by the Pennsylvania Association of Realtors for leaving the highest degree of success in listing and selling real estate and for active participation in the community, as well as national, state, and local associations. • 1993 SALES ASSOCIATE OF THE YEAR awarded by the 1200 member Grr~ter Ii[arrisbUrg Association of REALTORS. This award is presented annually to the Realtor who not only exhibits high principles within the real estate industry, has high production volume, and is very involved in the Association and community activities. •1992 SPECIAL RECOGNITION AWARD P~ by Greater Harrisbuug Association of Realtors for o~tanding service as Chairman of the Community Service Committee (1990,199 i) in establishing the Greater Harrisburg Association of Realtor Fob to assist the community homeless and poor. • WINNERS CIItCI.E, has c~o®sistentiy been in the Top 5°/r 14''/s; Greater Harrisburg Ass~csciaiicxi of Realtors •MANAGER OF THE YEAR, Better Homes and Gardens Real Estate, 1983 • SALES MANAGER, Better Homes and Gardens Real Estate, 1981-1984 •PROFESSIONAL AND COMMUNITY QUALIFICATIONS Greater Harrisburg Association of Realtors: West Shore YMCA Board of Directors: President, 2000 Chairman, i ~6, 1997 Vice President, 1999 Executive Vice-Chairperson, 1995 Treasurer, 1998 Treasw per, 1993, 1994 Secretary, 1997 Pennsylvaaia Assoxiation of Realtors Harrisb®rg Realtors Foundation: National Association of Realtors Board of Directors, 1993-2002 East PennsboroToweship Board of Recrestioe, Vice Chairman President, 1996 Secretary/T~, 1993-1995 •GREATER HARRISBURG ASSOCIATION OF REALTORS COMMITTEES •(Past sod Present Memberships) Chairman of the following Committees: Vice Chairman of the following Committees: Chairman, Equal Opportunity,Nominating Committee, Public Relations Blood Bank, Community Service Membership Recruitrnent Member of the following Cmmmittees; Realtor Care, Strategic Planning., Thanksgiving food drive, Speakers Bureau, Professional Standards, Education •EDUCATION LaSalle University, Philadelphia, Pennsylvania B.S., Business Administration IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA. ORPHANS' COURT DIVISION NO. 21-91-208 TRUST UNDER WILL OF MARY K. QUENZLER ------------------------------------ ------------------------------------ FIRST AND FINAL ACCOUNT OF Manufacuturers and Traders Trust Company, Successor to Allfirst Trust Company of Pennsylvania, Successor to Dauphin Deposit Bank and Trust Company, Trustee ---------------------------------------------------------------------- ---------------------------------------------------------------------- Date of Death: February 7, 1991 Date of First Receipt of Funds: May 4, 1992 Accounting for the period: May 4, 1992 to December 1, 2009 ---------------------------------------------------------------------- ---------------------------------------------------------------------- Purpose of Account: The Trustee offers this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: Ruth Ann McMillen, Assistant Vice President Manufacturers and Traders Trust Company 213 Market Street Harrisburg, PA 17101 (717) 255-2109 .I r - 1 - ~"Y's' .. ~:Y.. _ . STJNIl~IARY OF ACCOUNT PRINCIPAL PAGES Receipts Less Disbursements: Fiduciary Fees Legal Fees General Disbursements Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand For Information: Changes in Holdings INCOME Receipts Less Disbursements Balance before Distributions Distributions to Beneficiaries Income Balance on Hand COMBINED BALANCE ON HAND Proposed Principal Distributions Proposed Income Distributions Verification 3 $ 53,390.31 4 $ 825.00 4 280.00 4 150.88 -1,255.88 $ 52,134.43 5 -36.15 6 $ 52,098.28 7 8-18 $ 144,548.78 19-23 -35,176.92 $ 109,371.86 24-64 -109,100.85 65 $ 271.01 66 67 68 - 2 - $ 52,369.29 ------------------ ------------------ PRINCIPAL RECEIPTS RECEIVED FROM ESTATE OF MARY K. QUENZLER AS PER FIRST AND FINAL ACCOUNT: Real Estate 1938 High Street, Camp Hill, PA Principal Cash Balance of Estate - $669.67 - Plus Refund of Recording Costs $9; Less Real Estate Tax ($277.84); Less Utility Expenses 3/12/92 - 4/7/92 ($395.52) SUBSEQUENT RECEIPTS CASH: 05/11/98 US Treasury - Social Security Benefits $ 654.00 01/09/03 US Treasury - Social Security Benefits 731.00 TOTAL PRINCIPAL RECEIPTS $ 52,000.00 $ 52,000.00 5.31 $ 52,005.31 1,385.00 $ 53,390.31 ------------------ ------------------ - 3 - DISBURSEU~NTS OF PRINCIPAL FIDUCIARY FEES Manufacturers and Traders Trust Company Real Estate Administration Fee 06/05/06 2006 $ 275.00 04/26/07 2007 275.00 04/10/08 2008 275.00 $ 825.00 $ 825.00 LEGAL FEES Saidis Shuff & Masland 07/27/00 Attorney Fee - Deed of Distribution from Estate to Trust - 1938 High Street, Camp Hill, PA 280.00 280.00 GENERAL DISBURSEMENTS Transfer to Income 09/07/00 150.88 150.88 TOTAL DISBURSEMENTS OF PRINCIPAL $ 1,255.88 --------------- --------------- - 4 - DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES 05/21/03 MCI Residential Service - Telephone Expense 1938 High Street, Camp Hill, PA $ 36.15 TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $ 36.15 --------------- --------------- - 5 - PRINCIPAL BALANCE ON HAND FIDUCIARY VALUE AT ACQUISITION 12/01/2009 VALUE Real Estate 1938 High Street, Camp Hill, PA $ 164,199.00 $ 52,000.00 $ 164,199.00 $ 52,000.00 CASH (AUTOMATICALLY INVESTED) 98.28 98.28 TOTAL PRINCIPAL BALANCE ON HAND $ 164,297.28 $ 52,098.28 ------------------ ------------------ ------------------ ------------------ THE ABOVE CASH IS CURRENTLY INVESTED IN MTB Money Market-Inst I Fund #420 - 6 - RECEIPTS OF INCOME Prior Award: RECEIVED FROM ESTATE OF MARY K. QUENZLER AS PER FIRST AND FINAL ACCOUNT: Income Cash Balance of Estate - $1,634.41 - Plus Interest $12.49; Social Security Payments for March $559; Less Utility Expenses 3/12/92 - 4/7/92 ($29.17); Less Transfer to Mary Kay Quenzler Checking Acccount ($225) $ 1,951.73 ARK Money Market Portfolio 07/01/98 Interest $ 0.43 08/03/98 Interest 5.77 09/01/98 Interest 3.61 10/01/98 Interest 4.60 11/02/98 Interest 4.28 12/01/98 Interest 5.15 01/04/99 Interest 6.51 02/01/99 Interest 6.71 03/01/99 Interest 5.50 04/01/99 Interest 7.28 05/03/99 Interest 6.17 06/01/99 Interest 7.54 07/01/99 Interest 7.96 08/02/99 Interest 6.59 09/01/99 Interest 5.53 10/01/99 Interest 6.07 11/01/99 Interest 7.29 12/01/99 Interest 7.44 01/03/00 Interest 9.36 02/01/00 Interest 8.51 03/01/00 Interest 6.87 04/03/00 Interest 6.85 05/01/00 Interest 6.22 06/01/00 Interest 6.82 07/03/00 Interest 7.17 08/01/00 Interest 5.53 09/01/00 Interest 2.83 10/02/00 Interest 3.09 11/01/00 Interest 3.54 12/01/00 Interest 4.54 01/02/01 Interest 4.19 FORWARD $ 179.95 $ 1,951.73 - 8 - RECEIPTS OF INCOME (cont'd) FORWARD $ 179.95 $ ARK Money Market Portfolio (cont' d) 02/01/01 Interest 6.47 03/01/01 Interest 5.83 04/02/01 Interest 5.26 05/01/01 Interest 4.79 06/01/01 Interest 4.60 07/02/01 Interest 5.08 08/01/01 Interest 2.94 09/04/01 Interest 2.90 10/Ol/Ol Interest 3.36 11/Ol/Ol Interest 2.88 12/03/01 Interest 2.23 01/02/02 Interest 2.79 02/01/02 Interest 2.98 03/01/02 Interest 2.91 04/01/02 Interest 2.58 05/01/02 Interest 2.19 06/03/02 Interest 2.37 07/01/02 Interest 2.63 08/01/02 Interest 1.38 09/03/02 Interest 0.83 10/01/02 Interest 0.86 11/01/02 Interest 1.30 12/02/02 Interest 1.37 01/02/03 Interest 1.44 02/03/03 Interest 1.59 03/03/03 Interest 1.52 04/01/03 Interest 1.36 05/01/03 Interest 1.16 06/02/03 Interest 1.43 07/01/03 Interest 1.33 08/01/03 Interest 1.22 08/27/03 Interest 0.48 Capital Reserve Account 1,951.73 262.01 06/01/92 Interest $ 4.87 07/01/92 Interest 7.12 08/03/92 Interest 6.85 09/01/92 Interest 4.61 10/01/92 Interest 3.57 11/02/92 Interest 3.38 12/01/92 Interest 2.59 FORWARD $ 32.99 $ 2,213.74 - 9 - RECEIPTS OF INCOME (cont'd) FORWARD $ 32.99 $ 2,213.74 Capital Reserve Account (cont' d) 01/04/93 Interest 2.21 02/01/93 Interest 1.48 03/01/93 Interest 1.48 04/01/93 Interest 0.93 05/01/93 Interest 0.51 06/01/93 Interest 0.26 07/01/93 Interest 1.23 08/03/93 Interest 1.71 09/02/93 Interest 0.79 10/04/93 Interest 0.49 11/02/93 Interest 0.70 12/02/93 Interest 1.06 01/04/94 Interest 1.26 02/02/94 Interest 1.69 03/01/94 Interest 1.56 04/01/94 Interest 1.61 05/03/94 Interest 1.95 06/01/94 Interest 2.65 07/01/94 Interest 2.95 08/02/94 Interest 3.02 09/01/94 Interest 2.74 10/03/94 Interest 1.35 11/01/94 Interest 1.96 12/01/94 Interest 1.79 01/03/95 Interest 1.67 02/01/95 Interest 2.28 03/01/95 Interest 2.06 04/03/95 Interest 2.37 05/01/95 Interest 1.11 06/01/95 Interest 0.91 07/03/95 Interest 1.38 08/01/95 Interest 1.25 09/01/95 Interest 1.57 10/02/95 Interest 1.83 11/01/95 Interest 1.52 12/01/95 Interest 0.09 02/01/96 Interest 0.31 03/01/96 Interest 0.67 04/01/96 Interest 1.52 05/01/96 Interest 3.03 06/03/96 Interest 2.62 07/01/96 Interest 2.21 FORWARD $ 98.77 $ 2,213.7.4 - 10 - RECEIPTS OF INCOME (cont'd) FORWARD $ 98.77 $ Capital Reserve Account (cont' d) 08/01/96 Interest 3.90 09/03/96 Interest 1.42 10/02/96 Interest 2.00 11/05/96 Interest 2.44 12/04/96 Interest 2.01 01/06/97 Interest 1.23 02/03/97 Interest 2.99 03/04/97 Interest 3.12 04/03/97 Interest 4.87 05/05/97 Interest 4.47 06/05/97 Interest 4.70 07/03/97 Interest 4.30 08/01/97 Interest 4.80 09/03/97 Interest 3.28 10/02/97 Interest 2.66 11/03/97 Interest 2.35 12/02/97 Interest 3.34 12/31/97 Interest 2.66 02/02/98 Interest 3.42 03/02/98 Interest 4.51 04/02/98 Interest 4.77 05/01/98 Interest 5.01 06/01/98 Interest 5.58 07/01/98 Interest 5.98 Cash 2,213.74 184.58 01/18/01 Met Life Trust Interest $ 3.60 10/07/08 Received from Mary Quenzler Checking Account - Addition to Account 200.00 10/10/08 Received from Jane K. Stover - Addition to Account 200.00 01/06/09 Received from Mary Quenzler Checking Account - Addition to Account 892.00 04/06/09 Received from Mary Quenzler Checking Account - Addition to Account - Social Security Payments for February, March and April, 2009 2,467.80 05/05/09 Received from Mary Quenzler Checking Account - Addition to Account 892.00 06/05/09 Received from Mary Quenzler Checking Account - Addition to Account 892.00 F ORWARD $ 5, 547 .40 $ 2, 398 .32 - 11 - RECEIPTS OF INCOME (cont'd) FORWARD $ 5,547.40 $ Cash (cont' d) 07/03/09 Received from Mary Quenzler Checking Account - Addition to Account 892.00 MTB Monev Market-Inst I Fund #420 09/02/03 10/01/03 11/05/03 12/01/03 01/02/04 02/02/04 03/01/04 04/01/04 05/03/04 06/01/04 07/01/04 08/02/04 09/01/04 10/01/04 11/01/04 12/01/04 01/03/05 02/01/05 03/01/05 04/01/05 05/03/05 06/01/05 07/01/05 08/Ol/0~5 09/01/05 10/03/05 11/01/05 12/01/05 01/03/06 02/01/06 03/01/06 04/03/06 05/01/06 06/01/06 07/03/06 08/01/06 09/01/06 Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest Interest 0.76 1.27 1.05 1.14 1.19 1.34 1.15 1.47 1.00 1.10 1.19 1.55 2.04 0.95 1.24 1.37 1.45 2.87 3.72 5.10 6.18 6.61 6.70 7.75 5.32 6.41 7.79 9.11 10.93 12.24 12.47 14.35 13.97 13.58 12.94 11.25 7.24 FORWARD 2,398.32 6,439.40 $ 197.79 $ 8,837.72 - 12 - RECEIPTS OF INCOME (cont'd) FORWARD $ 197.79 $ MTB Money Market-Inst I Fund #420 (cont' d) 10/02/06 Interest 8.79 11/01/06 Interest 9.88 12/01/06 Interest 10.65 01/02/07 Interest 11.95 02/01/07 Interest 12.47 03/01/07 Interest 11.89 04/02/07 Interest 12.55 05/01/07 Interest 9.63 06/01/07 Interest 6.15 07/02/07 Interest 7.57 08/01/07 Interest 7.90 09/04/07 Interest 7.67 10/01/07 Interest 2.57 11/01/07 Interest 2.63 12/03/07 Interest 2.07 01/02/08 Interest 3.41 02/01/08 Interest 4.03 03/03/08 Interest 3.76 04/01/08 Interest 2.49 05/01/08 Interest 1.78 06/02/08 Interest 1.09 07/01/08 Interest 1.41 08/01/08 Interest 1.29 09/02/08 Interest 1.83 10/01/08 Interest 2.36 11/03/08 Interest 1.46 12/01/08 Interest 0.70 01/02/09 Interest 0.71 02/02/09 Interest 0.85 03/02/09 Interest 0.38 04/01/09 Interest 0.11 05/01/09 Interest 0.13 06/01/09 Interest 0.12 08/03/09 Interest 0.11 Pennsylvania Dept of Revenue 10/26/00 PA Homeowner's Tax Rebate Transfer from Principal 09/07/00 FORWARD 8,837.72 350.18 100.00 150.88 $ 9,438.78 - 13 - RECEIPTS OF INCOME (cont'd) FORWARD 9,438.78 US Treasury - Social Security Benefits f/b/o Marv Kay Quenzler 05/05/92 06/05/92 07/06/92 08/10/92 09/15/92 10/14/92 12/04/92 01/15/93 02/04/93 03/05/93 04/06/93 05/05/93 06/04/93 06/04/93 07/06/93 08/04/93 09/02/93 10/07/93 11/04/93 12/06/93 01/05/94 02/08/94 03/08/94 04/06/94 05/05/94 06/07/94 07/06/94 08/05/94 09/07/94 10/06/94 11/04/94 12/06/94 01/05/95 02/07/95 03/07/95 04/06/95 05/05/95 05/16/95 06/06/95 07/06/95 08/07/95 09/07/95 For 11/92 559.00 559.00 559.00 527.00 527.00 527.00 527.00 539.00 539.00 539.00 539.00 539.00 527.00 539.00 539.00 539.00 539.00 539.00 539.00 539.00 549.00 549.00 549.00 549.00 549.00 549.00 549.00 549.00 549.00 549.00 549.00 549.00 561.00 561.00 561.00 561.00 561.00 92.20 607.00 607.00 607.00 607.00 FORWARD $ 22,693.20 $ 9,438.78 - 14 - RECEIPTS OF INCOME (cont'd) FORWARD $ 22,693.20 $ US Treasury - Social Security Benefits f/b/o Marv Kay Quenzler (cont' d) 10/11/95 11/14/95 12/08/95 01/16/96 02/15/96 03/19/96 04/09/96 05/13/96 06/20/96 07/16/96 08/21/96 09/12/96 10/07/96 11/14/96 12/30/96 01/17/97 02/14/97 03/07/97 04/09/97 05/07/97 06/16/97 06/19/97 07/14/97 08/12/97 09/11/97 10/21/97 11/07/97 01/07/98 01/21/98 02/13/98 03/23/98 05/01/98 06/09/98 07/14/98 08/18/98 09/10/98 10/19/98 11/10/98 12/08/98 01/08/99 02/19/99 For Insurance FORWARD 607.00 607.00 607.00 623.00 623.00 623.00 623.00 623.00 623.00 623.00 623.00 623.00 623.00 623.00 623.00 641.00 641.00 641.00 641.00 641.00 597.00 43.80 641.00 641.00 641.00 641.00 641.00 654.00 641.00 654.00 654.00 654.00 654.00 654.00 654.00 654.00 654.00 654.00 654.00 663.00 663.00 9,438.78 $ 48,202.00 $ 9,438.78 - 15 - RECEIPTS OF INCOME (cont'd) FORWARD US Treasury - Social Security Benefits f/b/o Marv Kay Quenzler (cont' d) 03/09/99 04/21/99 05/12/99 06/09/99 07/21/99 08/11/99 09/14/99 10/13/99 11/16/99 12/14/99 02/09/00 03/15/00 04/14/00 05/15/00 06/09/00 07/12/00 08/15/00 09/13/00 10/12/00 11/13/00 12/26/00 01/09/01 02/12/01 03/13/01 04/10/01 05/11/01 06/07/01 07/10/01 07/23/01 08/08/01 08/08/01 09/06/01 10/10/01 11/27/01 12/07/01 01/08/02 02/06/02 03/08/02 04/10/02 05/13/02 06/07/02 For Insurance FORWARD $ 48,202.00 $ 663.00 663.00 663.00 663.00 663.00 663.00 663.00 663.00 663.00 663.00 678.00 678.00 678.00 678.00 678.00 678.00 678.00 678.00 678.00 678.00 678.00 702.00 702.00 702.00 702.00 702.00 702.00 702.00 19.00 703.00 678.00 703.00 703.00 703.00 703.00 721.00 721.00 721.00 721.00 721.00 721.00 9, 438.78 $ 75,742.00 $ 9,438.78 - 16 - RECEIPTS OF INCOME (cont'd) FORWARD $ 75,742.00 $ US Treasury - Social Security Benefits f/b/o Mary Kay 4uenzler (cont' d) 07/09/02 721.00 08/08/02 721.00 09/11/02 721.00 10/08/02 721.00 11/06/02 721.00 12/10/02 721.00 02/10/03 731.00 03/07/03 731.00 04/09/03 731.00 05/08/03 731.00 06/06/03 731.00 07/10/03 731.00 08/13/03 731.00 09/08/03 731.00 10/07/03 - 731.00 11/05/03 731.00 12/09/03 731.00 01/09/04 747.00 02/06/04 747.00 03/08/04 747.00 05/07/04 747.00 06/08/04 747.00 07/07/04 747.00 08/05/04 747.00 09/09/04 747.00 10/06/04 747.00 11/18/04 747.00 01/06/05 767.00 01/07/05 747.00 02/08/05 767.00 03/08/05 767.00 04/05/05 767.00 05/05/05 767.00 06/08/05 767.00 07/05/05 767.00 08/03/05 767.00 09/02/05 767.00 10/04/05 767.00 11/03/05 767.00 12/05/05 76'7.00 01/04/06 798.00 FORWARD 9, 438.78 $ 106,328.00 $ 9,438.78 - 17 - RECEIPTS OF INCOME (cont'd) FORWARD $ 106,328.00 $ US Treasury - Social Security Benefits f/b/o Mary Kay 4uenzler (cont' d) 02/06/06 798.00 03/03/06 798.00 04/03/06 798.00 05/03/06 798.00 06/02/06 798.00 07/03/06 798.00 08/03/06 798.00 09/01/06 798.00 10/03/06 798.00 11/03/06 798.00 12/01/06 798.00 01/05/07 824.00 02/02/07 824.00 03/02/07 824.00 04/03/07 824.00 05/03/07 824.00 06/01/07 824.00 07/03/07 824.00 08/03/07 824.00 08/31/07 824.00 10/03/07 824.00 11/02/07 824.00 12/03/07 824.00 01/03/08 843.00 02/01/08 843.00 03/03/08 843.00 04/01/08 843.00 05/01/08 843.00 06/03/08 843.00 07/03/08 843.00 08/01/08 843.00 09/03/08 843.00 10/03/08 843.00 11/03/08 843.00 12/03/08 843.00 TOTAL RECEIPTS OF INCOME 9, 438 .78 135,110.00 $ 144,548.78 --------------- --------------- - 18 - DISBURSEMENTS OF INCOME Allfirst Trust Company of Pennsylvania, N.A. - Trustee Fee 12/31/99 $ 368.67 12/31/00 381.48 12/31/01 459.01 12/31/02 397.79 $ Dauphin Deposit Bank and Trust Compan Trustee Fee 08/11/92 $ 83.19 11/12/92 53.28 02/11/93 80.56 05/11/93 81.00 08/11/93 107.36 11/10/93 80.95 02/11/94 82.05 05/11/94 82.61 08/10/94 82.78 11/09/94 82.65 02/10/95 83.84 05/10/95 84.43 08/10/95 95.84 11/13/95 60.95 02/12/96 91.87 05/13/96 106.09 08/13/96 93.89 11/13/96 93.74 02/11/97 94.66 05/12/97 128.82 08/12/97 64.78 11/12/97 128.61 12/31/97 0.17 12/31/98 361.73 Manufacturers and Traders Trust Compan Trustee Fee 1, 606.95 2,305.85 07/25/03 $ 0.06 08/25/03 0.06 09/25/03 0.06 10/27/03 0.06 11/25/03 0.05 12/26/03 0.06 12/31/03 183.19 01/26/04 0.06 02/25/04 0.07 FORWARD $ 183.67 $ 3,912.80 - 19 - DISBURSEMENTS OF INCOME (cont'd) FORWARD Manufacturers and Traders Trust Company Trustee Fee (cont'd) 03/25/04 04/26/04 05/25/04 06/25/04 07/26/04 08/25/04 09/27/04 10/25/04 11/26/04 12/27/04 01/25/05 02/25/05 03/25/05 04/25/05 05/25/05 06/27/05 07/25/05 08/25/05 09/26/05 10/25/05 11/25/05 12/27/05 01/25/06 02/27/06 03/27/06 04/25/06 05/25/06 06/26/06 07/25/06 08/25/06 09/25/06 10/25/06 11/27/06 12/26/06 01/25/07 02/26/07 03/26/07 04/25/07 05/25/07 06/25/07 FORWARD $ 183.67 $ 0.06 0.07 0.05 0.05 0.06 0.08 0.10 0.05 0.06 0.07 0.07 0.15 0.19 0.25 0.31 0.33 0.34 0.39 0.26 0.33 0.39 0.46 0.55 0.61 0.62 0.72 0.70 0.68 0.65 0.56 0.36 0.44 0.49 0.54 0.60 0.62 0.60 0.63 0.48 0.31 3, 912.80 $ 197.95 $ 3,912.80 - 20 - DISBURSII~NTS OF INCOME (cont' d) FORWARD $ 197.95 $ Manufacturers and Traders Trust Compan Trustee Fee (cont'd 07/25/07 0.38 08/27/07 0.40 09/25/07 0.38 10/25/07 0.13 11/26/07 0.13 12/26/07 0.11 01/25/08 0.17 02/25/08 0.20 03/25/08 0.19 04/25/08 0.13 05/27/08 0.09 06/25/08 0.06 07/25/08 0.08 08/25/08 0.07 09/25/08 0.10 10/27/08 0.12 11/25/08 0.08 12/26/08 0.04 01/26/09 0.04 02/25/09 0.04 03/25/09 0.02 04/27/09 0.01 05/26/09 0.01 06/25/09 0.01 08/25/09 0.01 Manufacturers and Traders Trust Company Real Estate Administration Fee 05/01/09 2009 Saidis Shuff Flower & Lindsay - Attorne Fee 09/19/00 $ 183.00 11/09/00 Recording Fee, Transfer of Real Estate to Trust - 1938 High Street, Camp Hill, PA 25.50 12/14/00 Deed Transferring Real Estate - 1938 High Street, Camp Hill, PA 52.50 3, 912.80 200.95 275.00 261.00 FORWARD $ 4, 649.75 - 21 - DISBURSEMENTS OF INCOME (cont' d) FORWARD $ 4,649.75 Ann M. Markle y, Tax Collector 08/10/92 1992 School Tax Camp Hill District $ 658.56 03/10/93 1993 Real Estate Tax Camp Hill Borough 277.84 08/09/93 1993 School Tax Camp Hill District 725.45 03/08/94 1994 Real Estate Tax Camp Hill Borough 293.28 08/17/94 1994 School Tax Camp Hill District 774.33 03/30/95 1995 Real Estate Tax Camp Hill Borough 293.28 10/20/95 1995 School Tax Camp Hill District 811.13 04/16/96 1995 Real Estate Tax Camp Hill Borough 306.14 08/05/96 1996 School Tax Camp Hill District 805.20 04/01/97 1997 Real Estate Tax Camp Hill Borough 313.85 08/12/97 1997 School Tax Camp Hill District 818.06 03/24/98 1998 Real Estate Tax Camp Hill Borough 334.43 07/24/98 1998 School Tax Camp Hill District 828.35 03/12/99 1999 Real Estate Tax Camp Hill Borough 334.43 07/22/99 1999 School Tax Camp Hill District 843.78 03/13/00 2000 Real Estate Tax Camp Hill Borough 334.43 07/18/00 2000 School Tax Camp Hill District 866.94 03/09/01 2001 Real Estate Tax Camp Hill Borough 518.81 07/17/01 2001 School Tax Camp Hill District 1,337.81 11,476.10 Janet Miller, Tax Collector 04/07/04 2004 County Real Estate Tax $ 579.68 08%30/04 2004 School Tax Camp Hill District 1,652.51 05/19/05 Fee for Duplicate Bill 5.00 05/26/05 2005 County Real Estate Tax 547.38 08/02/05 2005 School Tax Camp Hill District 1,586.74 04/18/06 2006 County Real Estate Tax 561.63 07/24/06 2006 School Tax Camp Hill District 1,684.34 04/25/07 2007 County Real Estate Tax 836.91 08/29/07 2007 School Tax Camp Hill District 1,766.12 03/14/08 2008 County Real Estate Tax 837.03 10/15/08 2008 School Tax Camp Hill District 1,801.90 03/31/09 2009 County Real Estate Tax 852.06 07/14/09 2009 School Tax Camp Hill District 1,841.35 14,552.65 Michael W. Harling, Tax Collector 03/06/02 2002 County Real Estate Tax $ 553.39 07/11/02 2002 School Tax Camp Hill District 1,441.41 03/11/03 2003 County Real Estate Tax 553.39 09/25/03 2003 School Tax Camp Hill District 1,575.23 4,123.42 FORWARD $ 34,801.92 22 DISBURSEMENTS OF INCOME (cont'd) FORWARD Dauphin Deposit Bank and Trust Company - Tax Preparation Fee 07/20/93 1992 06/28/94 1993 George C. Clauser 09/15/04 Appraisal Fee - 1938 High Street, Camp Hill, PA TOTAL DISBURSEMENTS OF INCOME $ 50.00 25.00 $ 34,801.92 75.00 300.00 $ 35,176.92 -------------- -------------- - 23 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES Alexander & Alexander - Bank's Blanket Insurance Premium 1938 High Street, Camp Hill, PA 08/18/94 $ 29.00 12/05/95 29.00 09/04/96 29.00 05/16/97 9.00 $ AON Risk Services - Bank's Blanket Insurance Premium 1938 High Street, Camp Hill, PA 12/04/97 Associated Products Services Incorporated - Plumbing Expense 1938 High Street, Camp Hi11, PA 10/20/03 Sewer & Drain Opening AT&T - Telephone Expense 1938 High Street, Camp Hill, PA 05/15/92 08/19/92 11/12/92 02/17/93 05/17/93 08/19/93 11/18/93 02/15/94 05/18/94 08/23/94 11/25/94 02/14/95 05/12/95 08/16/95 11/17/95 02/16/96 05/13/96 08/29/96 11/19/96 02/25/97 05/16/97 08/19/97 09/16/97 05/12/00 FORWARD 29.10 29.10 29.10 29.10 29.10 29.10 29.10 29.10 29.10 29.10 36.36 32.73 32.73 32.73 32.73 32.73 32.73 32.73 32.73 32.73 32.73 32.73 3.63 5.34 96.00 29.00 450.00 $ 696.36 $ 575.00 - 24 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 696.36 $ AT&T - Telephone Expense 1938 High Street, Camp Hill, PA (cont'd) 08/15/00 10.68 01/22/02 11.86 02/07/02 6.08 03/20/02 6.08 07/03/03 Refund - Final Account Credit Balance -4.41 07/02/08 10.70 Bell Atlantic-PA - Telephone Expense 1938 High Street, Camp Hill, PA 10/19/94 11/25/94 12/28/94 01/24/95 02/14/95 04/04/95 04/27/95 06/20/95 08/02/95 08/24/95 09/28/95 10/26/95 11/22/95 12/19/95 01/23/96 02/22/96 03/14/96 04/16/96 05/22/96 06/25/96 07/19/96 08/29/96 09/27/96 10/18/96 11/20/96 01/07/97 01/17/97 02/25/97 03/21/97 04/15/97 05/16/97 06/16/97 FORWARD 20.94 20.65 21.43 20.65 20.65 20.87 41.52 20.43 21.09 20.98 22.25 20.95 20.61 21.47 20.84 21.06 20.61 22.15 20.61 20.61 20.66 20.88 20.66 20.66 20.79 20.66 20.94 20.89 20.60 20.60 20.06 21.07 575.00 737.35 $ 688.84 $ 1,312.35 - 25 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 688.84 $ Bell Atlantic-PA - Telephone Expense 1938 High Street, Camp Hill, PA (cont'd) 07/15/97 20.43 08/19/97 20.55 10/08/97 20.43 10/22/97 20.66 12/15/97 20.43 12/30/97 20.43 02/05/98 20.43 02/25/98 20.93 03/20/98 20.43 04/21/98 21.54 05/13/98 20.43 06/15/98 20.43 07/17/98 20.40 08/24/98 22.67 09/15/98 20.40 10/19/98 24.28 11/25/98 20.40 12/23/98 24.28 01/22/99 20.40 03/25/99 41.14 04/20/99 26.22 05/18/99 20.40 06/22/99 25.11 07/21/99 20.65 08/12/99 20.65 09/15/99 34.58 10/18/99 20.65 11/16/99 20.65 12/15/99 39.06 01/18/00 20.65 02/11/00 20.78 03/16/00 39.91 04/20/00 27.56 05/12/00 21.08 06/15/00 20.65 07/13/00 23.01 FORWARD 1,312.35 1, 531 .54 $ 2,843.89 - 26 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) 05/13/92 05/15/92 07/23/92 08/19/92 09/18/92 10/14/92 11/19/92 12/23/92 01/21/93 02/17/93 03/17/93 04/29/93 05/20/93 06/23/93 07/21/93 08/19/93 09/15/93 11/01/93 11/18/93 01/05/94 01/31/94 02/15/94 03/29/94 04/20/94 05/18/94 06/13/94 07/19/94 08/23/94 09/27/94 11/25/94 05/05/95 11/09/95 04/24/96 11/27/96 05/09/97 10/22/97 07/07/98 10/23/98 FORWARD Bell of Pennsylvania - Telephone Expense 1938 High Street, Camp Hill, PA Borough of Camp Hill - Sewer Expense 1938 High Street, Camp Hilly PA FORWARD $ 2,843.89 $ 23.49 48.06 17.64 20.51 20.26 24.88 19.44 19.27 20.48 20.27 21.99 21.86 20.58 22.07 32.19 20.61 20.61 20.80 20.61 20.61 20.61 20.61 20.92 20.83 21.20 20.98 21.30 21.37 20.81 $ 50.00 50.00 50.00 60.00 66.00 54.00 60.00 60.00 60.00 644.86 $ 510.00 $ 3,488.75 - 27 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) 05/04/99 11/01/99 05/11/00 10/20/00 04/19/01 10/10/01 03/11/02 10/18/02 10/22/03 01/26/04 11/20/04 04/29/05 12/30/05 07/12/06 10/27/06 03/01/07 09/19/07 02/12/08 05/12/08 08/01/08 05/18/09 06/12/00 07/11/00 09/01/00 10/03/00 11/03/00 12/11/00 01/12/01 02/07/01 03/09/01 03/09/01 04/03/01 05/09/01 06/05/01 07/05/01 08/01/01 09/19/01 10/05/01 FORWARD Borough of Camp Hill - Sewer Expense 1938 High Street, Camp Hill, PA (cont'd) Comcast Cable - Cable Expense 1938 High Street, Camp Hill, PA FORWARD $ 510.00 $ 3,488.75 60.00 60.00 60.00 60.00 60.00 60.00 60.00 60.00 126.95 60.00 66.00 66.00 60.00 85.00 85.00 85.00 85.00 52.50 52.50 52.50 62.50 $ 29.01 29.01 60.02 29.01 29.00 29.01 29.01 29.01 29.01 0.00 31.47 31.42 31.42 31.42 31.42 31.42 35.91 1, 928.95 $ 516.57 $ 5,417.70 - 2$ - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 516.57 $ 5,417.70 Comcast Cable - Cable Expense 1938 Hicth Street, Camp Hill, PA (cont' d) 11/08/01 33.80 12/03/01 33.80 01/07/02 33.80 02/06/02 33.80 03/08/02 33.80 04/05/02 36.93 05/07/02 36.93 06/04/02 36.93 07/03/02 36.93 07/30/02 36.93 08/27/02 36.93 09/24/02 36.94 10/28/02 36.93 11/27/02 36.93 01/06/03 36.93 03/12/03 73.86 03/25/03 113.49 07/03/03 45.05 08/13/03 39.64 09/02/03 79.28 09/24/03 79.28 01/06/04 39.64 02/02/04 39.64 02/24/04 39.64 03/23/04 42.23 04/29/04 42.24 05/26/04 42.24 06/29/04 42.24 07/23/04 42.24 08/23/04 42.24 09/23/04 42.24 10/27/04 42.23 11/22/04 42.23 12/21/04 42.24 01/28/05 42.24 02/24/05 42.24 03/28/05 45.25 05/03/05 45.25 05/26/05 45.25 06/23/05 45.25 07/22/05 45.25 08/18/05 45.25 FORWARD $ 2,382.75 $ 5,417.70 - 29 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 2,382.75 $ Comcast Cable - Cable Expense 1938 High Street, Camp Hill, PA (cont'd) 10/05/05 45.25 11/03/05 45.25 12/02/05 45.25 01/05/06 45.25 01/26/06 45.25 02/27/06 45.25 03/27/06 47.85 04/27/06 47.85 05/24/06 47.85 06/27/06 47.85 07/27/06 47.85 08/25/06 47.85 09/29/06 47.85 10/25/06 47.85 12/05/06 47.85 01/04/07 47.85 01/23/07 97.49 02/23/07 1.79 03/27/07 49.65 04/25/07 49.65 05/25/07 49.65 06/26/07 49.65 08/21/07 99.30 10/05/07 49.65 10/23/07 99.29 11/21/07 3.42 12/28/07 53.07 01/25/08 53.33 02/22/08 53.33 03/24/08 53.33 04/24/08 53.33 05/22/08 53.33 06/24/08 53.33 07/23/08 53.34 08/25/08 53.35 09/22/08 53.33 FORWARD 5,417.70 4,215.36 $ 9, 633.06 - 30 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ Cropf Brothers Incorporated - Plumbing Expense 1938 High Street, Camp Hill, PA 06/20/06 07/19/06 04/16/07 Installed New Water Heater First National Bank of Maryland - Excess Liability Insurance Premium 1938 High Street, Camp Hill, PA 10/20/98 Holy Spirit Hospital - Medical Expense f/b/o Marv Kay 4uenzler 01/21/93 J. B. Burns General Contracting - Home Repair Expense 1938 High Street, Camp Hill, PA 12/08/06 1/2 Share of Repairs of Landing Between 2 Sets of Steps Keystone Oil - Fuel Oil Delivery 1938 High Street, Camp Hill, PA 06/22/92 07/29/92 Cleaned Heating Plant 09/29/92 11/19/92 12/17/92 01/15/93 02/11/93 03/17/93 04/16/93 ' 06/29/94 11/18/94 02/16/95 Real Estate Expense 03/28/95 09/14/95 07/21/98 Clean & Service Furnace 11/17/98 08/09/99 Clean & Service Furnace $ 140.54 190.10 845.85 35.95 38.50 94.32 103.66 125.62 144.20 120.85 171.10 167.59 62.55 81.74 65.00 112.18 53.40 37.95 46.81 97.40 9, 633.06 1, 176.49 5.56 56.80 232.50 FORWARD $ 1,558.82 $ 11,104.41 - 31 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) 12/05/03 01/27/04 02/12/04 10/08/04 02/27/06 06/16/06 02/15/07 03/20/07 07/26/07 10/25/07 01/07/08 02/06/08 03/12/08 05/05/08 09/25/08 01/29/09 02/11/09 08/25/92 09/25/92 10/26/92 11/25/92 12/28/92 01/25/93 02/18/93 03/25/93 04/26/93 08/22/94 09/20/94 10/20/94 11/21/94 12/20/94 01/20/95 02/21/95 03/20/95 04/20/95 05/22/95 06/20/95 07/20/95 FORWARD Keystone Oil - Fuel Oil Delivery 1938 High Street, Camp Hill, PA (cont'd) $ 1,558.82 $ 11,104.41 131.09 235.50 205.83 117.60 268.97 313.77 642.24 300.00 414.58 517.29 200.00 200.00 41.02 599.68 141.34 174.10 357.41 6,419.24 Keystone Oil - Budget Plan Payment 1938 High Street, Camp Hill PA FORWARD $ 109.00 109.00 109.00 109.00 109.00 109.00 109.00 109.00 109.00 109.00 109.00 109.00 109.00 109.00 109.00 109.00 109.00 109.00 109.00 109.00 109.00 $ 2,289.00 $ 17,523.65 - 32 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 2,289.00 $ Keystone Oil - Budget Plan Payment 1938 High Street, Camp Hill PA (cont'd) 17,523.65 08/21/95 109.00 09/20/95 109.00 10/20/95 109.00 11/20/95 109.00 09/25/96 80.00 10/25/96 80.00 11/25/96 80.00 12/26/96 80.00 01/27/97 80.00 02/25/97 80.00 03/25/97 80.00 04/25/97 80.00 05/27/97 80.00 06/25/97 80.00 07/25/97 80.00 08/25/97 80.00 09/25/97 80.00 10/27/97 80.00 11/25/97 80.00 12/26/97 80.00 01/26/98 80.00 02/25/98 80.00 03/25/98 80.00 04/27/98 80.00 05/26/98 80.00 06/25/98 80.00 07/27/98 80.00 08/25/98 80.00 09/25/98 80.00 10/26/98 80.00 11/25/98 80.00 12/28/98 80.00 01/25/99 80.00 02/25/99 80.00 03/25/99 80.00 04/26/99 80.00 05/25/99 80.00 06/25/99 80.00 07/26/99 80.00 08/25/99 80.00 09/27/99 80.00 10/25/99 80.00 FORWARD $ 5,765.00 $ 17,523.65 - 33 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 5,765.00 $ 17,523.65 Keystone Oil - Budget Plan Payment 1938 High Street, Camp Hill PA (cont'd) 11/26/99 80.00 12/27/99 80.00 01/25/00 80.00 02/25/00 80.00 03/27/00 80.00 04/25/00 80.00 05/25/00 80.00 06/26/00 80.00 07/25/00 80.00 08/25/00 80.00 09/25/00 80.00 10/25/00 80.00 11/27/00 80.00 12/26/00 80.00 01/25/01 80.00 02/26/01 80.00 03/26/01 80.00 04/25/01 80.00 05/25/01 80.00 06/25/01 80.00 07/25/01 80.00 08/27/01 80.00 09/25/01 80.00 10/25/01 80.00 11/26/01 80.00 12/26/01 80.00 01/25/02 80.00 02/25/02 80.00 03/25/02 80.00 04/25/02 80.00 05/28/02 80.00 06/25/02 80.00 07/25/02 80.00 08/23/02 80.00 09/25/02 80.00 10/25/02 80.00 11/25/02 80.00 12/26/02 80.00 01/27/03 80.00 02/25/03 80.00 03/25/03 80.00 04/25/03 80.00 FORWARD $ 9,125.00 $ 17,523.65 - 34 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 9 , 12 5 . 0 0 $ Keystone Oil - Budget Plan Payment 1938 High Street, Camp Hill PA (cont'd) 05/27/03 80.00 06/25/03 80.00 07/25/03 80.00 08/25/03 80.00 09/24/03 Refund of Surplus Budget Payments -1,000.00 Keystone Oil - Prepaid Oil Program 1938 High Street, Camp Hill PA 04/28/06 Marsh Advanatage America - Liability Insurance Premium 1938 High Street, Camp Hill, PA 04/17/03 $ 94.00 07/13/04 101.00 02/06/06 106.00 10/13/06 112.00 09/07/07 50.00 Marino - Plumbing Expense 1938 High Street, Camp Hill, PA 03/13/06 MCI Worldcom Residential Service - Telephone Expense 1938 High Street, Camp Hill, PA 07/18/01 07/23/01 08/22/01 09/20/01 10/24/01 11/26/01 12/26/01 FORWARD 14.69 34.74 35.49 35.56 35.49 35.92 35.92 17,523.65 8,445.00 600.00 463.00 167.50 227.81 $ 27,426.96 - 35 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 27,426.96 01/24/02 02/22/02 03/25/02 04/25/02 05/23/02 06/27/02 07/29/02 08/23/02 09/24/02 10/29/02 11/27/02 01/06/03 01/29/03 03/12/03 03/24/03 04/29/03 07/03/03 08/13/03 08/20/03 10/28/03 12/30/03 01/06/04 01/26/04 03/23/04 04/29/04 05/26/04 06/21/04 07/22/04 08/23/04 09/23/04 10/27/04 11/22/04 01/03/05 01/25/05 02/24/05 03/28/05 04/22/05 05/23/05 06/23/05 07/22/05 08/23/05 09/22/05 MCI Residential Service - Telephone Expense 1938 High Street, Camp Hill, PA 35.92 35.92 34.54 34.54 40.74 34.57 34.38 69.39 1.88 30.31 36.19 36.18 22.98 36.48 73.16 0.40 36.23 72.07 72.29 0.66 37.25 75.53 76.54 0.09 37.81 37.79 37.97 39.57 37.57 37.64 37.57 37.88 37.79 37.91 38.45 40.24 40.27 41.45 41.35 42.00 41.20 41.29 FORWARD $ 1,633.99 $ 27,426.96 - 36 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 1,633.99 $ 27,426.96 MCI Residential Service - Telephone Expense 1938 High Street, Camp Hill, PA (cont'd) 10/24/05 41.44 11/22/05 41.52 12/20/05 41.20 01/23/06 41.21 03/21/06 83.40 04/24/06 41.30 05/26/06 41.30 07/13/06 41.30 07/28/06 42.66 08/23/06 43.92 09/28/06 46.86 10/30/06 46.52 12/04/06 46.52 12/28/06 93.89 03/01/07 46.29 03/30/07 46.60 04/30/07 47.35 06/04/07 47.55 07/05/07 48.19 07/26/07 49.23 08/28/07 48.89 10/05/07 50.46 11/28/07 61.11 12/04/07 53.00 01/02/08 54.22 01/25/08 55.50 02/28/08 57.45 04/01/08 58.70 04/30/08 56.93 05/29/08 59.03 07/02/08 49.97 Met Life - Life Insurance Premium 3, 217 .50 05/13/92 $ 16.04 05/13/93 16.04 05/10/94 16.04 04/26/95 16.04 04/10/96 16.04 80.20 FORWARD $ 30,724.66 - 37 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD Mary Kay Quenzler 07/06/92 Distribution 07/17/92 Distribution 08/05/92 Distribution 09/08/92 Distribution 10/05/92 Distribution 11/05/92 Distribution 12/07/92 Distribution 01/05/93 Distribution 02/05/93 Distribution 03/05/93 Distribution 04/05/93 Distribution 05/05/93 Distribution 06/07/93 Distribution 07/06/93 Distribution 08/05/93 Distribution 09/07/93 Distribution 10/05/93 Distribution 11/05/93 Distribution 12/06/93 Distribution 01/05/94 Distribution 02/07/94 Distribution 03/07/94 Distribution 04/05/94 Distribution 05/05/94 Distribution 06/06/94 Distribution 07/05/94 Distribution 08/05/94 Distribution 09/06/94 Distribution 10/05/94 Distribution 11/07/94 Distribution 12/05/94 Distribution 01/05/95 Distribution 02/06/95 Distribution 03/06/95 Distribution 04/05/95 Distribution 05/05/95 Distribution 06/05/95 Distribution 07/05/95 Distribution 08/07/95 Distribution 09/05/95 Distribution 10/05/95 Distribution 12/05/95 Distribution 01/05/96 Distribution 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 $ 30,724.66 FORWARD $ 10,750.00 $ 30,724.66 - 38 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 10,750.00 $ Mary Kay Quenzler (cont'd) 02/05/96 Distribution 250.00 03/05/96 Distribution 250.00 04/05/96 Distribution 250.00 05/06/96 Distribution 250.00 06/05/96 Distribution 250.00 07/05/96 Distribution 250.00 08/05/96 Distribution 250.00 09/05/96 Distribution 250.00 10/07/96 Distribution 250.00 11/05/96 Distribution 250.00 12/05/96 Distribution 250.00 01/06/97 Distribution 250.00 02/05/97 Distribution 250.00 03/05/97 Distribution 250.00 04/07/97 Distribution 250.00 05/05/97 Distribution 250.00 06/05/97 Distribution 250.00 07/07/97 Distribution 250.00 08/05/97 Distribution 250.00 09/05/97 Distribution 250.00 10/06/97 Distribution 250.00 11/05/97 Distribution 250.00 12/05/97 Distribution 250.00 01/05/98 Distribution 250.00 02/05/98 Distribution 250.00 03/05/98 Distribution 250.00 04/06/98 Distribution 250.00 05/05/98 Distribution 250.00 06/05/98 Distribution 250.00 07/06/98 Distribution 250.00 08/05/98 Distribution 250.00 09/08/98 Distribution 250.00 10/05/98 Distribution 250.00 11/05/98 Distribution 250.00 12/07/98 Distribution 250.00 01/05/99 Distribution 250.00 02/05/99 Distribution 250.00 03/05/99 Distribution 250.00 04/05/99 Distribution 250.00 05/05/99 Distribution 250.00 06/07/99 Distribution 250.00 07/06/99 Distribution 250.00 08/05/99 Distribution 250.00 FORWARD 30,724.66 $ 21,500.00 $ 30,724.66 - 39 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 21,500.00 $ Mary KaV 4uenzler (cont'd) 09/07/99 Distribution 250.00 10/05/99 Distribution 250.00 11/05/99 Distribution 250.00 12/06/99 Distribution 250.00 01/05/00 Distribution 250.00 02/07/00 Distribution 250.00 03/06/00 Distribution 250.00 04/05/00 Distribution 250.00 05/05/00 Distribution 250.00 06/05/00 Distribution 250.00 07/05/00 Distribution 250.00 08/07/00 Distribution 250.00 09/05/00 Distribution 250.00 10/05/00 Distribution 250.00 11/06/00 Distribution 250.00 12/05/00 Distribution 250.00 01/05/01 Distribution 250.00 02/05/01 Distribution 250.00 03/09/01 Distribution 250.00 04/05/01 Distribution 250.00 05/07/01 Distribution 250.00 06/05/01 Distribution 250.00 07/05/01 Distribution 250.00 08/06/01 Distribution 250.00 09/05/01 Distribution 250.00 10/05/01 Distribution 250.00 11/05/01 Distribution 250.00 12/05/01 Distribution 250.00 01/07/02 Distribution 250.00 02/05/02 Distribution 250.00 03/05/02 Distribution 250.00 04/05/02 Distribution 250.00 05/06/02 Distribution 250.00 06/05/02 Distribution 250.00 07/05/02 Distribution 250.00 08/05/02 Distribution 250.00 09/05/02 Distribution 250.00 10/07/02 Distribution 250.00 11/05/02 Distribution 250.00 12/05/02 Distribution 250.00 01/06/03 Distribution 250.00 02/05/03 Distribution 250.00 03/05/03 Distribution 250.00 FORWARD 30,724.66 $ 32,250.00 $ 30,724.66 - 40 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 32,250.00 $ Marv Kay Quenzler (cont'd) 04/07/03 Distribution 250.00 05/05/03 Distribution 250.00 06/05/03 Distribution 250.00 07/07/03 Distribution 250.00 08/05/03 Distribution 250.00 09/05/03 Distribution 250.00 10/06/03 Distribution 250.00 11/05/03 Distribution 250.00 12/05/03 Distribution 250.00 01/05/04 Distribution 250.00 02/05/04 Distribution 250.00 03/05/04 Distribution 250.00 04/05/04 Distribution 250.00 05/05/04 Distribution 250.00 06/07/04 Distribution 250.00 07/06/04 Distribution 250.00 08/05/04 Distribution 250.00 09/07/04 Distribution 250.00 10/05/04 Distribution 250.00 11/05/04 Distribution 250.00 12/06/04 Distribution 250.00 01/05/05 Distribution 250.00 02/07/05 Distribution 250.00 03/07/05 Distribution 250.00 04/05/05 Distribution 250.00 05/05/05 Distribution 250.00 06/06/05 Distribution 250.00 07/05/05 Distribution 250.00 08/05/05 Distribution 250.00 09/06/05 Distribution 250.00 10/05/05 Distribution 250.00 11/07/05 Distribution 250.00 12/05/05 Distribution 250.00 01/05/06 Distribution 250.00 02/06/06 Distribution 250.00 03/06/06 Distribution 250.00 04/05/06 Distribution 250.00 05/05/06 Distribution 250.00 06/05/06 Distribution 250.00 07/05/06 Distribution 250.00 08/07/06 Distribution 250.00 09/05/06 Distribution 250.00 10/05/06 Distribution 250.00 FORWARD 30,724.66 $ 43,000.00 $ 30,724.66 - 41 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) 11/06/06 12/05/06 01/05/07 02/05/07 03/05/07 04/05/07 05/07/07 06/-05/07 07/05/07 08/06/07 09/05/07 10/05/07 11/05/07 12/05/07 01/07/08 02/05/08 03/05/08 04/07/08 05/05/08 06/05/08 07/07/08 08/05/08 09/05/08 10/06/08 11/05/08 12/05/08 01/05/09 02/05/09 03/05/09 04/06/09 04/17/09 05/05/09 06/05/09 07/06/09 07/09/09 04/22/97 04/20/98 04/26/99 04/20/00 $ 43,000.00 $ 31.35 36.04 36.04 36.04 30,724.66 52,207.00 FORWARD $ 139.47 $ 82,931.66 FORWARD Mary Kay Quenzler (cont'd) Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Distribution Payment less 250.00 250.00 250.00 250.00 250.00 300.00 250.00 250.00 250.00 250.00 250.00 250.00 250.0.0 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 265.00 250.00 250.00 250.00 - Return of Social Security $250 Monthly Distribution 642.00 Metropolitan - Life Insurance Premium - 42 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 139.47 $ Metropolitan - Life Insurance Premium (cont'd) 05/03/01 04/04/02 03/12/03 Full Loan Repayment 04/11/03 Marsh & McLennan Incorporated - Insurance Renewal 1938 Hicth Street, Camp Hill, PA 06/09/92 05/14/93 Estate of Marv K. Quenzler 05/08/92 Distribution 05/14/92 Distribution - To Pennsylvania Dept of Revenue 1992 Fiduciary Income Tax Ending 1/31/92 Mr. Handyman of the West Shore - Home Repairs 1938 High Street, Camp Hill, PA 10/04/07 Cleaning Gutters, No Trespassing Signs, Can, Glass & Food Item Removal Pennsylvania American Water Company - Water Expense 1938 High Street, Camp Hill, PA 05/04/92 06/08/92 07/07/92 08/11/92 08/28/92 09/30/92 11/03/92 12/04/92 01/15/93 02/02/93 03/08/93 04/05/93 05/03/93 06/07/93 36.04 236.04 207.42 16.04 $ 29.00 29.00 $ 210.62 6.57 15.37 17.92 15.29 16.87 16.60 15.56 15.81 17.13 16.87 16.87 17.13 16.87 17.68 15.29 82,931.66 635.01 58.00 217.19 102.00 FORWARD $ 231.26 $ 83,943.86 - 43 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 231.26 $ 83,943.86 Pennsylvania American Water Company - Water Expense 1938 High Street, Camp Hill, PA (cont' d) 07/01/93 17.66 08/04/93 16.53 09/15/93 14.69 10/01/93 16.53 11/01/93 18.36 12/01/93 16.53 12/29/93 17.31 02/07/94 18.10 03/04/94 22.30 04/04/94 17.84 05/02/94 19.15 06/07/94 18.10 06/28/94 17.05 08/02/94 15.74 08/30/94 14.41 10/03/94 15.34 10/31/94 19.77 12/12/94 18.39 01/03/95 17.00 02/02/95 15.89 03/06/95 23.12 04/07/95 8.39 05/08/95 16.44 06/12/95 13.94 07/03/95 17.00 08/14/95 15.91 09/06/95 15.02 10/06/95 16.01 11/15/95 15.79 12/06/95 16.30 01/18/96 18.36 02/01/96 17.76 03/13/96 16.89 04/01/96 16.30 05/08/96 16.87 07/02/96 16.63 08/01/96 48.71 09/23/96 86.17 10/07/96 149.52 03/31/97 8.19 04/29/97 16.71 FORWARD $ 1,147.98 $ 83,943.86 - 44 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 1,147.98 $ 83,943.86 Pennsylvania American Water Company - Water Expense 1938 High Street, Camp Hill, PA (cont' d) 05/30/97 18.67 06/30/97 21.44 08/05/97 19.09 09/12/97 21.46 10/02/97 20.60 11/04/97 21.82 12/10/97 21.13 12/30/97 24.51 01/21/98 39.78 03/18/98 13.80 04/20/98 19.83 05/20/98 18.49 06/23/98 18.94 07/21/98 17.67 08/21/98 19.87 09/30/98 18.55 10/21/98 18.66 11/17/98 19.10 12/17/98 19.10 01/22/99 21.29 02/19/99 17.69 04/23/99 40.69 06/18/99 17.37 07/23/99 20.00 08/24/99 17.74 09/24/99 19.55 10/31/99 17.85 11/23/99 19.68 12/23/99 20.59 01/28/00 20.99 02/25/00 24.34 03/21/00 24.34 04/24/00 24.86 05/18/00 23,gg 06/22/00 28.26 07/26/00 28,22 08/18/00 26.27 09/21/00 28.70 10/18/00 23.51 11/21/00 25.95 12/26/00 25.95 FORWARD $ 2,058.22 $ 83,943.86 - 45 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 2,058.22 $ 83,943.86 Pennsylvania American Water Company - Water Expense 1938 Hicth Street, Camp Hill, PA (cont' d) 01/19/01 24.60 02/21/01 30.50 03/20/01 19.19 04/19/01 17.23 05/18/01 15.26 06/21/01 17.70 07/20/01 17.28 08/20/01 16.28 09/21/01 23.68 10/19/01 6.19 11/27/01 17.90 12/26/01 16.41 01/23/02 18.96 02/20/02 24.34 03/22/02 20.26 04/19/02 23.18 05/21/02 37.97 05/23/02 36.92 06/25/02 42.20 08/20/02 51.83 08/20/02 69.82 11/21/02 18.20 01/21/03 38.06 02/20/03 18.10 03/25/03 20,77 04/22/03 18.65 05/23/03 17.57 06/23/03 19.71 07/23/03 19.74 08/21/03 18.68 09/25/03 17.60 10/22/03 21.43 12/01/03 20.90 12/24/03 19.82 01/26/04 23.79 02/25/04 18.42 03/23/04 21.52 04/26/04 23.61 06/09/04 20.16 06/23/04 19.02 08/02/04 20.48 FORWARD $ 3,022.15 $ 83,943.86 - 46 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 3, 022.15 $ Pennsylvania American Water Company - Water Expense 1938 High Street, Camp Hill, PA (cont'd) 83,943.86 08/23/04 24.61 10/08/04 26.34 10/25/04 23.29 11/24/04 23.54 01/10/05 28,17 01/26/05 53.30 03/22/05 19.64 04/27/05 25.43 05/23/05 22.53 06/22/05 24.85 08/23/05 45.91 09/26/05 23.40 10/25/05 23.52 11/23/05 22.63 12/21/05 24.97 01/25/06 25.14 02/22/06 19.23 03/22/06 22.78 04/25/06 25.18 05/23/06 24.60 06/22/06 25.10 08/02/06 29.84 08/23/06 23.92 09/29/06 35.88 10/25/06 33.72 11/21/06 37.32 12/26/06 39.73 01/26/07 43.32 02/23/07 43.32 03/27/07 41.52 04/25/07 43.92 05/24/07 39.72 06/22/07 40.91 07/26/07 40.31 08/27/07 38.52 10/05/07 74.09 10/25/07 42.17 11/21/07 39.71 12/19/07 41.62 01/25/08 44.88 02/21/08 41.18 FORWARD $ 4,391.91 $ .83,943.86 - 47 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 4,391.91 $ 83,943.86 Pennsylvania American Water Company - Water Expense 1938 Hicth Street, Camp Hill, PA (cont' d) 03/28/08 41.78 04/25/08 45.02 05/22/08 46.39 06/24/08 43.65 07/23/08 43.15 08/25/08 44.52 09/25/08 43.83 10/23/08 43.23 4,743.48 Penn National Insurance Policy #555 0224969 - Property Insurance Premium (Fire) 1938 High Street, Camp Hill, PAI 06/13/96 $ 158.00 06/27/97 168.00 07/02/01 191.00 07/05/02 185.00 07/10/03 209.00 07/15/04 223.00 06/30/05 255.00 06/19/06 267.00 06/25/07 311.00 07/09/08 699.00 06/25/09 175.00 06/29/09 Balance Due 525.00 3,366.00 Pennsylvania National Mutual Casualty Insurance Company - Insurance Premium 1938 High Street, Camp Hill, PA 07/07/92 $ 116.00 08/18/92 6.00 06/16/93 132.00 06/24/94 136.00 06/27/95 150.00 540.00 FORWARD $ 92,593.34 - 48 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) 06/24/98 06/15/99 06/20/00 05/29/92 07/07/92 07/20/92 08/21/92 09/29/92 10/23/92 11/03/92 01/06/93 01/25/93 02/26/93 03/29/93 04/29/93 05/26/93 06/24/93 07/26/93 08/27/93 09/24/93 10/25/93 11/23/93 12/23/93 01/27/94 02/24/94 10/03/94 10/19/94 10/31/94 12/27/94 01/24/95 03/06/95 04/04/95 04/26/95 06/01/95 06/27/95 10/06/95 10/27/95 FORWARD Penn National Mutual Insurance Company - Property Insurance Premium (Fire) 1938 Hicth Street, Camp Hill, PA $ 176.00 184.00 189.00 Pennsylvania Power & Liciht - Electricity Expense 1938 Hicih Street, Camp Hill, PA 1.43 57.32 34.43 29.88 30.83 24.67 31.85 18.22 28.33 30.75 31.19 24.94 21.37 22.76 26.92 56.83 56.55 51.28 43.35 63.78 65.39 60.22 5.78 24.39 57.68 10.65 24.89 26.42 30.50 29.76 19.89 102.94 11.26 100.92 $ 92,593.34 549.00 FORWARD $ 1,257.37 $ 93,142.34 - 49 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) 11/22/95 01/03/96 01/24/96 02/22/96 02/28/96 04/01/96 04/23/96 06/19/96 09/23/96 10/07/96 10/28/96 11/20/96 12/26/96 01/24/97 03/04/97 03/31/97 04/29/97 05/23/97 06/30/97 08/05/97 08/29/97 10/02/97 10/22/97 12/10/97 12/24/97 01/06/99 01/29/98 02/25/98 03/30/98 05/05/98 05/27/98 06/04/98 08/24/98 09/30/98 10/21/98 11/23/98 01/27/99 03/01/99 FORWARD $ 1,257.37 $ Pennsylvania Power & Light - Electricity Expense 1938 High Street, Camp Hill, PA (cont'd) Refund of Overpayment PP&L Incorporated - Electricity Expense 1938 Hicth Street, Camp Hill, PA FORWARD 104.41 115.99 131.62 -247.53 12.73 13.08 30.89 60.12 10.38 22.67 10.79 24.25 22.56 27.93 29.72 22.06 32.93 27.53 30.90 35.88 24.32 28.48 37.50 12.84 36.72 19.74 $ 36.40 31.85 29.50 40.72 39.46 34.28 22.21 19.03 17.35 18.68 21.91 21.02 93,142.34 1, 935.88 $ 332.41 $ 95,078.22 - 50 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 332.41 $ 95,078.22 PP&L Incorporated - Electricity Expense 1938 High Street, Camp Hill, PA (cont'd) 03/29/99 21.10 03/30/99 20.38 04/28/99 18.73 06/11/99 14.00 07/21/99 15.09 08/06/99 18.22 10/07/99 19.06 11/08/99 35.21 03/30/00 111.45 05/17/00 273.16 06/01/00 14.63 06/27/00 16.13 08/09/00 17.91 08/30/00 19.76 09/30/00 20.29 10/26/00 17.39 12/01/00 17.74 PP&L Electric Utilities - Electricity Expense 1938 High Street, Camp Hill, PA 1, 002.66 Ol/11/Ol $ 23,28 01/31/01 29.19 02/27/01 106.35 03/31/01 45.05 04/27/01 35.01 05/25/01 32.01 06/28/01 32.01 08/01/01 31.64 08/27/01 30.05 10/25/01 68.87 11/27/01 35.53 12/26/01 34.61 01/23/02 41.76 02/26/02 36.63 03/26/02 37.08 04/24/02 39.05 05/23/02 32.58 06/25/02 33.20 07/25/02 27.91 08/23/02 25.84 09/25/02 35.51 FORWARD $ 813.16 $ 96,080.88 - 51 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 813.16 $ 96,080.88 PP&L Electric Utilities - Electricity Expense 1938 High Street, Camp Hill, PA (cont'd) 10/25/02 34.80 11/25/02 39.39 12/27/02 35.36 01/28/03 38.97 03%03/03 36.74 03/26/03 32.43 05/02/03 37.36 06/03/03 31.35 06/27/03 31.42 07/30/03 27.14 08/26/03 27.14 09/25/03 33.22 10/24/03 34.93 12/01/03 33.06 12/19/03 37.14 01/27/04 37.81 02/19/04 36.83 04/05/04 36.89 04/26/04 33.72 06/09/04 27,85 06/25/04 19.98 08/02/04 21.88 08/25/04 26.44 10/08/04 39.97 10/26/04 21.44 11/24/04 19.46 01/10/05 23,28 01/26/05 23.29 02/28/05 24.71 03/24/05 24.80 04/27/05 22.76 06/28/05 43.25 07/26/05 19.32 08/25/05 21.54 09/27/05 20.52 10/27/05 20.62 11/29/05 21.45 12/29/05 21.17 01/25/06 24.60 02/27/06 18.80 03/27/06 21.05 04/27/06 20.56 FORWARD 2,017.61 $ 96,080.88 - 52 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 2,017.61 $ 96,080.88 PP&L Electric Utilities - Electricity Expense 1938 High Street, Camp Hill, PA (cont'd) 05/24/06 19.68 06/27/06 20.07 07/27/06 18.80 08/25/06 28.24 09/29/06 18.10 10/25/06 16.93 11/29/06 20.66 12/28/06 23.59 01/26/07 25.32 03/01/07 27.33 03/27/07 26.22 04/30/07 26.13 05/25/07 22.39 06/26/07 22.39 07/26/07 20.23 08/27/07 23.11 09/26/07 21.04 10/26/07 20.42 11/28/07 23.37 12/28/07 28.26 01/25/08 30.59 02/28/08 24.53 03/28/08 26.97 04/24/08 26.45 05/29/08 26.87 06/26/08 22,28 07/25/08 22.18 08/27/08 22.18 09/25/08 22.08 10/23/08 22.18 Penn Waste Incorporated - Trash and Recycle Expense 1938 High Street, Camp Hill, PA 2,716.20 01/06/03 $ 40.74 03/24/03 40.74 07/03/03 40.74 09/24/03 40.74 01/06/04 40.74 03/11/04 40.74 06/21/04 40.74 FORWARD $ 285.18 $ 98,797.08 - 53 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 285.18 $ Penn Waste Incorporated - Trash and Recycle Expense 1938 High Street, Camp Hill, PA (cont'd) 10/08/04 12/21/04 03/07/05 05/31/05 09/22/05 12/21/05 03/22/06 06/22/06 09/20/06 01/04/07 03/22/07 06/22/07 09/21/07 12/28/07 03/11/08 06/05/08 09/16/08 40.74 40.74 40.74 40.74 40.74 42.63 42.63 42.63 42.63 44.61 44.61 44.61 44.61 48.75 48.75 48.75 48.75 98,797.08 1, 032 .84 RCM&D - Excess Liability Insurance Premium 1938 High Street, Camp Hill, PA 06/15/98 09/14/98 $ 3.84 12.00 15.84 Renovations Company Incorporated - Services at 1938 High Street, Camp Hill, PA 06/07/94 Roger W. Smith - Landscaping/Mowing Expense 1938 High Street, Camp Hill, PA 02/11/00 Cut Down Large Tree and Remove Branches Sammons Communications - Cable Expense 1938 High Street, Camp Hill, PA 05/12/92 06/04/92 07/06/92 FORWARD $ 16.00 16.00 16.00 90.00 300.00 $ 48.00 $ .100,235.76 - 54 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 48.00 $ 100,235.76 Sammons Communications - Cable Expense 1938 High Street, Camp Hill, PA (cont'd) 08/07/92 16.00 09/08/92 16.00 10/08/92 16.00 11/10/92 16.00 12/07/92 16.00 01/06/93 16.00 02/17/93 16.00 03/10/93 16.00 04/29/93 16.00 05/06/93 34.00 06/15/93 16.00 07/08/93 16.00 08/09/93 2,32 09/15/93 18.32 10/07/93 18.32 11/12/93 18.32 12/08/93 18.32 01/10/94 18.32 02/10/94 18.32 03/16/94 18.32 04/21/94 18.32 05/09/94 18.32 06/13/94 18.32 07/19/94 18.32 08/11/94 18.38 09/12/94 18.38 10/19/94 18.38 11/09/94 18.38 12/14/94 18.38 01/11/95 18.41 02/14/95 18.41 03/13/95 18.41 04/27/95 18.42 05/05/95 38.40 06/20/95 1.56 07/13/95 19.98 08/16/95 19,gg 09/28/95 19.98 10/26/95 19,98 11/17/95 43.96 12/20/95 19.98 01/18/96 19.98 FORWARD 831.19 $ 100,235.76 - 55 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 831.19 $ 100,235.76 Sammons Communications - Cable Expense 1938 High Street, Camp Hill, PA (cont'd) 02/08/96 Seabury & Smith Incorporated - Liability Insurance Premium 1938 High Street, Camp Hill, PA 06/23/99 04/18/00 05/23/01 02/04/02 SES Insurance Brokerage Service Incorporated - Liability Insurance Premium 1938 High Street, Camp Hill, PA 05/01/08 03/31/09 Suburban Cable - Cable Expense 1938 High Street, Camp Hill, PA 04/10/96 05/14/96 06/17/96 07/12/96 08/07/96 09/12/96 10/11/96 11/05/96 12/05/96 01/24/97 02/13/97 03/21/97 04/15/97 05/09/97 06/16/97 07/15/97 08/19/97 09/16/97 11/13/97 12/16/97 01/14/98 19.98 851.17 $ 50.00 50.00 51.94 55.73 207.67 $ 50.00 50.00 100.00 19.98 19.98 19.98 19.98 19.98 19.98 19.98 22.32 22.32 22.32 46.64 22.32 22.32 22.32 22.32 22.32 22.32 46.64 24.90 24.90 24.90 FORWARD $ 508.72 $ 101,394.60 - 56 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 508.72 $ Suburban Cable - Cable Expense 1938 Hicth Street, Camp Hill, PA (cont' d) 02/18/98 48.48 03/16/98 50.48 04/08/98 26.90 07/08/98 24.22 08/14/98 24.90 09/08/98 24.90 10/14/98 24.90 11/04/98 26.62 12/14/98 26.62 01/08/99 27.22 02/19/99 28.02 03/12/99 26.63 04/02/99 26.63 05/04/99 26.63 06/09/99 26.63 07/07/99 26.63 08/09/99 26.63 09/01/99 55.26 11/02/99 27.96 12/08/99 27.96 01/07/00 27.96 02/07/00 27.96 03/06/00 27.96 04/03/00 27.96 05/08/00 29.01 UGI Utilities - Gas Expense 1938 High Street, Camp Hill, PA 101,394.60 1,253.79 05/04/92 $ 12.94 05/29/92 21.42 06/26/92 16.54 07/29/92 17.94 08/21/92 15.83 09/29/92 18.63 11/03/92 17.23 11/25/92 21.42 01/06/93 21.69 02/03/93 24.66 02/11/93 14.66 03/30/93 8.67 05/03/93 18.67 FORWARD $ 230.30 $ 102,648.39 - 57 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 230.30 $ 102,648.39 UGI Utilities - Gas Expense 1938 High Street, Camp Hill, PA (cont'd) 05/26/93 15.99 07/01/93 17.11 07/28/93 18.07 08/27/93 13.80 10/01/93 14.52 10/15/93 13.98 11/01/93 4.58 11/23/93 18.07 12/27/93 15.71 02/01/94 20.93 02/28/94 19.35 03/29/94 20.13 05/03/94 20.13 05/31/94 17.76 06/29/94 15.94 08/11/94 22,73 08/30/94 15.88 09/27/94 16.86 10/05/94 4.95 10/26/94 12.46 11/25/94 14.35 12/20/94 6.12 12/28/94 22.35 01/31/95 13.23 02/28/95 17.94 04/04/95 19.35 05/01/95 17,78 06/06/95 10.13 07/14/95 13.55 07/27/95 19.06 09/01/95 13.55 09/29/95 16.16 10/25/95 16.23 12/06/95 26.64 01/05/96 19.32 01/25/96 20.19 03/01/96 21.35 04/02/96 28,23 05/08/96 24.17 05/29/96 9.54 06/04/96 16.04 07/01/96 17.83 FORWARD $ 932.36 $ 102,648.39 - 58 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 932.36 $ 102,648.39 UGI Utilities - Gas Expense 1938 High Street, Camp Hill, PA (cont'd) 08/05/96 39.11 08/29/96 23.06 09/27/96 28.96 10/24/96 26.43 11/25/96 31.50 12/26/96 34.98 01/30/97 49.75 03/25/97 11.81 04/25/97 24.35 05/28/97 25.23 06/02/97 35.68 06/25/97 2.61 07/28/97 23.48 08/25/97 22.61 09/25/97 21.75 10/23/97 30.45 11/25/97 31.33 12/29/97 38.18 01/29/98 14.74 02/25/98 25.97 03/27/98 19.05 04/06/98 22.52 04/24/98 3.47 05/27/98 26.84 06/29/98 23.37 07/27/98 24.25 09/04/98 20.78 09/25/98 23.26 10/23/98 21.48 11/25/98 26.58 12/31/98 26.45 01/28/99 30.53 03/01/99 31.40 03/30/99 9.55 05/05/99 21.30 06/08/99 43.47 07/07/99 6.01 08/04/99 23.25 09/03/99 19.21 10/05/99 18.73 11/02/99 32.66 11/24/99 18,22 FORWARD $ 1,966.72 $ 102,648.39 - 59 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 1,966.72 $ 102,648.39 UGI Utilities - Gas Expense 1938 High Street, Camp Hill, PA (cont'd) 12/29/99 33.60 01/28/00 15.17 03/01/00 24.65 03/27/00 22.49 04/25/00 23.60 05/31/00 21.88 06/27/00 21.40 08/15/00 24.75 08/25/00 19.93 09/26/00 24.17 10/24/00 24.85 11/29/00 22,83 01/02/01 27.66 01/31/01 27.55 02/28/01 30.80 03/31/01 21.34 05/07/01 30.55 05/31/01 26.51 06/26/01 25.17 08/01/01 28,22 08/31/01 22.49 09/26/01 24,77 10/31/01 25.54 11/30/01 24.23 01/02/02 27.87 01/31/02 19.47 03/01/02 23.27 04/02/02 21.35 04/30/02 22,32 05/31/02 20.41 06/26/02 21.17 07/31/02 22.87 09/03/02 18.61 10/02/02 24.99 10/31/02 22.88 12/02/02 22.92 01/08/03 27.01 01/31/03 21.61 02/25/03 26.85 04/02/03 23.35 05/02/03 24.31 06/03/03 29.38 FORWARD 2,982.51 $ 102,648.39 - 60 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 2,982.51 $ 102,648.39 UGI Utilities - Gas Expense 1938 High Street, Camp Hill, PA (cont'd) 07/02/03 24.93 08/01/03 24.46 09/04/03 20.71 10/03/03 22.59 11/06/03 20.66 12/04/03 24.53 01/06/04 29.36 01/26/04 28.82 02/26/04 30.00 04/01/04 27.45 05/05/04 29.32 06/02/04 29.32 07/13/04 24.60 07/26/04 30.14 09/09/04 26.19 10/08/04 26.19 11/08/04 24.86 12/10/04 28,83 01/12/05 31.71 02/07/05 30.60 03/03/05 27.49 04/05/05 25.05 05/06/05 30.52 06/08/05 28.48 07/06/05 25,82 08/03/05 29.76 09/02/05 23.13 10/03/05 30.07 11/03/05 10.11 11/07/05 18.79 12/02/05 30.77 01/05/06 37.38 02/03/06 30.84 03/03/06 37.49 04/03/06 30.18 05/31/06 66.67 07/28/06 65.57 09/07/06 26.13 10/06/06 35.37 10/30/06 33.55 11/29/06 36.65 12/28/06 41.65 FORWARD 4,239.25 $ 102,648.39 - 61 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 4,239.25 $ 102,648.39 UGI Utilities - Gas Expense 1938 High Street, Camp Hill, PA (cont'd) 01/30/07 43.19 03/05/07 43.19 03/28/07 47.53 04/30/07 44.62 06/27/07 23.21 07/30/07 29.96 08/28/07 21.70 09/28/07 25.09 10/26/07 28.09 11/28/07 25.08 12/28/07 26.45 01/31/08 16.87 02/12/08 44.94 03/13/08 10.31 04/11/08 31.53 05/12/08 28.46 06/12/08 23.87 07/11/08 25.68 08/13/08 22.31 09/11/08 24.03 10/10/08 24.33 11/07/08 23.72 4,873.41 Verizon - Telephone Expense 1938 High Street, Camp Hill, PA 08/15/00 $ 23.26 09/13/00 22.91 10/16/00 22,81 11/14/00 ~ 22.91 12/26/00 22.91 01/19/01 22.91 02/14/01 27.36 03/16/01 27.31 04/24/01 27,25 05/21/01 23.02 06/18/01 23.00 06/29/01 2.06 07/20/01 Refund -23.00 09/18/08 21.97 266.78 FORWARD $ 107,788.58 - 62 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 107,788.58 Waste Manacrement of Central Pennsylvania - Trash Expense 1938 High Street, Camp Hill, PA 05/11/92 $ 31.98 08/11/92 33.45 11/06/92 33.45 02/11/93 33.45 05/14/93 33.45 08/12/93 33.45 11/12/93 33.45 02/10/94 ~ 33.45 05/09/94 33.45 08/09/94 33.45 11/09/94 33.45 12/13/94 33.45 05/05/95 33.45 06/01/95 33.45 07/12/95 2.43 11/22/95 35.88 02/12/96 35.88 05/08/96 35.88 08/29/96 35.88 09/17/96 35.88 02/13/97 35.70 05/09/97 35.70 08/29/97 35.70 09/16/97 35.70 791.46 York Waste Disposal Incorporated - Trash and Recycle Expense 1938 High Street, Camp Hill, PA 03/19/98 $ 51.84 06/29/98 25.92 10/07/98 25.92 01/06/99 25.92 03/30/99 25.92 06/21/99 25.92 09/24/99 25.92 12/30/99 25.92 03/29/00 25.92 06/28/00 25.92 09/21/00 25.92 Ol/11/Ol 25.92 FORWARD 336.96 $ 108,580.04 - 63 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont'd) FORWARD $ 336.96 $ 108,580.04 York Waste Disposal Incorporated - Trash and Recycle Expense 1938 Hicth Street, Camp Hill, PA (cont'd) 03/27/01 25.92 06/19/01 25.92 09/21/01 25.92 12/17/01 25.92 03/20/02 25.92 07/02/02 25.92 10/02/02 _ 28.33 TOTAL DISTRIBUTIONS OF INCOME TO BENEFICIARIES 520.81 $ 109,100.85 - 64 - INCOME BALANCE ON HAND FIDUCIARY VALUE AT ACQUISITION 12/01/2009 VALUE CASH (AUTOMATICALLY INVESTED) TOTAL INCOME BALANCE ON HAND $ 271.01 $ 271.01 $ 271.01 $ 271.01 THE ABOVE CASH IS CURRENTLY INVESTED IN MTB Money Market-Inst I Fund #420 - 65 - PROPOSED PRINCIPAL DISTRIBUTION SCHEDULE The ARC Community Trust of Pennsylvania, Successor Trustee f/b/o Marv Kav Quenzler - Entire Residue 1938 High Street, Camp Hill, PA Principal Cash TOTAL THE ABOVE CASH IS CURRENTLY INVESTED IN MTB Money Market-Inst I Fund #420 Market Value Fiduciary as of Acquisition 12/01/2009 Value $ 164,199.00 $ 52,000.00 98.28 98.28 $ 164,297.28 $ 52,098.28 $ 164,297.28 $ 52,098.28 - 66 - PROPOSED INCOME DISTRIBUTION SCHEDULE Market Value Fiduciary as of Acquisition 12/01/2009 Value The ARC Community Trust of Pennsylvania, Successor Trustee f/b/o Marv Kay Quenzler - Entire Residue Income Cash ~ 271.01 $ 271.01 $ 271.01 $ 271.01 TOTAL $ 271.01 $ 271.01 THE ABOVE CASH IS CURRENTLY INVESTED IN MTB Money Market-Inst I Fund #420 Manufacturers and Traders Trust Company By Trustee under the Will of Mary K. Quenzler, Deceased - 67 - [7L~D TL+T n7\TT/1LT Manufacuturers and Traders Trust Company, Successor to Allfirst Trust Company of Pennsylvania, Successor to Dauphin Deposit Bank and Trust Company, Trustee under the Will of MARY K. QUENZLER, deceased, hereby declares under oath that it has fully and faithfully discharged the duties of its office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Trust have been paid in full; that, to its knowledge, there are no claims now outstanding against the Trust; and that all taxes presently due from the Trust have been paid. This statement is made subject to the penalties of 18 PA. C.S.A. Section 4904 relating to unsworn falsification to authorities. Manufacturers and Traders Trust Company Dated: - 68 - Special Needs Trust for MARY KAY QUENZLER Irrevocable Trust Agreement This Agreement made the day , 2010 , between MARY K. QUENZLER ESTATE FOR BENEFIT OF MARY KAY QUENZLER, herein called the Settlor, and THE ARC COMMUNITY TRUST OF PENNSYLVANIA ,herein called the Trustee. Trust Estate. The Settlor hereby transfers to the Trustee and the Trustee hereby acknowledges receipt of the property described in Schedule A attached hereto, which property the Trustee shall hold and manage as provided herein for the benefit of MARY KAY QUENZLER, in accordance with the provisions hereinafter set forth: A. No payments shall be made from this Trust of either income or principal until the Trustees shall have taken into consideration all of MARY KAY's available other assets and sources of income, including entitlement to benefits or services from any local, state or federal government or agency (or from any private agency.) B. During the lifetime of MARY KAY, all payments from this Trust which go to the benefit of her are to be direct payments to the person or entity supplying goods or services to her at the request of the Trustees. C. During the life of MARY KAY, no portion of this Trust, either income or principal, shall be subject to anticipation, pledge, assignment or obligation of MARY KAY nor be subject to any reimbursement, execution, attachment, levy or sequestration or any other claims of or interference from the creditors of MARY KAY or the estate of MARY KAY or of anyone who may be obligated for the support of MARY KAY, including any government or governmental agency or private agency which has provided benefits or services to MARY KAY. D. During the lifetime of MARY KAY, no portion of the principal of this Trust, and for so long as there exists any claim against her or her estate for reimbursement by any creditor, no portion of the income of this Trust, shall be or be able to be used to provide basic food, clothing and shelter for MARY KAY (nor be able to be converted for such items) but rather to provide MARY KAY with extra supplemental care, maintenance, comfort, happiness and education in addition to and over and above her basic support. To this end, the Trustee may provide such resources and experiences as will. contribute to and make MARY KAY's life as pleasant, comfortable and happy as feasible. Nothing herein shall preclude the Trustee from purchasing those services and items which promote MARY KAY's happiness, welfare and development, including, but not limited to, vacation and recreation trips away from places of residence, expenses for traveling companions, if requested or necessary, entertainment expenses, supplemental medical and dental expenses, social services expenses, transportation costs, private room, telephone and television services, a mechanical bed, and electric wheelchair, personal care services, and the like. O E. During MARY KAY's life should the existence of this Trust disqualify her from eligibility for substantial governmental or private aid or benefits or services or should any interest of MARY KAY hereunder in the principal while undistributed and in the possession of the Trustee be subject to attachment, execution, sequestration or reimbursement by any creditor, assignee, subrogee or provider of aid, benefits or services to MARY KAY, then this Trust may, in the discretion of the Trustee, be terminated and the then remaining principal and interest distributed to Catherine Hershey, Jane Stover and Carol Warnick. F. Upon the death of MARY KAY this Trust shall terminate and all principal and any accumulated and undistributed income shall be distributed to Catherine Hershey, Jane Stover and Carol Warnick. G. In managing the assets conveyed herein and any other assets subsequently transferred to this Trust, the Trustee is charged with the following duties: keep the assets safely; use the care and attention which a reasonably prudent man would devote to the management of his own financial affairs considering the economic conditions of the time; prepare and file tax returns; file any reports required by the Court; transfer assets for the use of the beneficiary of this trust in accordance with the provisions set forth above as requested by the Settlor or her designees. H. Powers of Trustee. In addition to, and not in any way a limitation on, the powers otherwise granted to the Trustee by the laws of the Commonwealth of Pennsylvania or by this instrument, the Trustee shall have the following powers: receive proceeds from the sale, maturity, call or conversion of Trust assets; invest in and buy or sell assets (including real or personal property, common funds managed by the Trustee, and obligations, deposit accounts, or stock of the bank or its affiliates); pay any necessary expenses including reasonable Trustee's compensation, allocate transactions between income and principal as the Trustee deems best; and handle routine matters according to the Trustee's best judgment, including but not limited to making timely exchange of temporary issues for permanent, executing proxies or voting shares, buying or selling fractional shares, and exercising, holding or selling warrants representing rights received in corporate recapitalization or reorganizations. IN WITNESS WHEROF, the Settlor and the Trustee have executed and sealed this Irrevocable Trust Agreement as of the day of , 2010. my hand and seal this day and year first above written. WITNESS: MARY KAY QUENZLER ESTATE For BENEFIT OF MARY KAY QUENZLER, Settlor THE ARC COMMUNITY TRUST OF PENNSYLVANIA, Trustee COMMONWEALTH OF PENNSYLVANIA :SS. COUNTY OF CUMBERLAND I HEREBY CERTIFY that this day of , 2010, before me, the subscriber, a Notary Public, in and for the State, personally appeared Settlor, and acknowledged the foregoing Trust Agreement to be her act. AS WITNESS, my hand and Notarial Seal. COMMONWEALTH OF PENNSYL VANIA COUNTY OF CUMBERLAND [SEAL] :SS. I HEREBY CERTIFY that this day of , 2010, before me, the subscriber, a Notary Public, in and for the State, personally appeared Trustee, and acknowledged the foregoing Trust Agreement to be her act. AS WITNESS, my hand and Notarial Seal. [SEAL] PETITION FOR REFORMATION OF TRUST IN RE: TRUST OR MARY KAY : IN THE COURT OF COMMON PLEAS QUENZLER :CUMBERLAND COUNTY, PENNSYLVANIA :ORPHANS' COURT DIVISION NO. C NSEN TO REFORMATION OF TRUST To the Judges of the Said Court: We, the undersigned, being the contingent beneficiaries under the Testamentary Trust established for the benefit of Mary Kay Quenzler under the Last Will and Testament of Mary K. Quenzler, her mother, dated May 7, 1976, do hereby consent to the reformation of the aforesaid Trust into a Special Needs Trust for the benefit of Mary Kay Qu~nzter, and do specifically consent to any repayment provisions which may be imposed by virtue of the Special Needs Trust. We do further consent to the change of the Trustee of the Trust from M&T Bank to The Arc Community Trust of Pennsylvania. ~a) ,~ ,~~.. x ~ ~ ~Nt7 r_ a ~. r '^ r~ ' S ~ 4 _ SL'. L =~ Catherine Hershey 1117 Baldwin Street Mechanicsburg, PA 17055 o-a.~, J Lover 121 Lancaster Blvd. Mechanicsburg, PA 17055 ~.ee...• fit-' -~`.-~,,~~ CrA. ~ 1, .y~.~_f ~n Carol Warnick 4479 Marsh Road Waynesboro, PA 17268 PETITION FOR REFORMATION OF TRUST IN RE: TRUST OF MARY KAY : IN THE COURT OF COMMON PLEAS QUENZLER :CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. CONSENT TO ACT AS TRUSTEE To the Judges of the Said Court: The undersigned, acting on authority as a representative of The Arc Community Trust of Pennsylvania, do hereby consent on behalf of the aforesaid to act as Trustee of the Special Needs Trust established for the benefit of Mary Kay Quenzler. The Arc Community Trust of Pennsylvania ." ~ ~~I c