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Home My WebLink About02-0493 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Ho f',f K 6 fOo,(; No. ;thO;l.-t.l'I3 also known as" / To: Register of Wills for the; .J , Decease;'. County of cc,Y11Alr~ >'Iff in the Social Security No. 1'7 ? . :3 If:,.- 15 ~ (, J Commonwealth of Pennsylvania ; The petition of the undersigned respectfully represents that: Your petitioner(s), who islare 18 years of age 9r,0ger an Ihe eX,ecut"<<:i r nef25d in the last will of the above decedent, dated LlLnr.:t' I , , 19~ and codicil(s) dated ~ " ' ' OJ, 70"'- ,,~ r<..~ f.'S /f-I~~' _" 7'7"7'1 -f~~Y 1'(.1/ (oX, /,>"7'-I}I'> - 0:\'>!J 7}(7';/ ,-~.an::~K:- I,_L 5 1'1.9'1/ ff ~~ / / Decendent was domiciled at death in I.! V>' h j 'J last family or principal residence at e, died ~ ,r- 200}..., Dece dent, hen at ~ r ,1 Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: -, O/' $35\3, COO $ $ $ iO\),OOO 1)1 WHEREFORE, petitioner(s) respectfully presented herewith and the grant of letters of the last will and codicil(s) theron. ~ " u o " :'b';3 " " 0:" o -0 0 ~ .;:: o;j";:: -" ~o... u~ 50 ;; o ~ en .Ie HQo ({ &,"(~~. ~~~~ 'Jetl~~~G~ll :J~, 44.. S6'.;..4t ;-,.0..;/ ("711/ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSVVANIA I ::~ COUNTY OF eM"" ,b~y Al," j S::s The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. C<.AA..<. R. &'c4 . LEWIS Register '" ~. " " ~ " " :s- /7-u,5-y ----- N 21-2002-493 O. Estate of HOv{-Y'~ , /L.' l5RMJ,150 , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW May 20th, ~ 200? in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) date . fr;, ./'t t, / ? 'i "1 described therein be admitted to probate and filed of record as the last will of IH~ and Letters Jl01F,'l~ n)~~' are hereby granted to f(c> -/ r' "f ~,...>11 f1 Y1 V 6i~~j I v,-: Q~ Probate, Letters, Etc. ......... Short Certificates6) ......... . Renunciation ................ $340.00 $ 9.00 $ $ 24.00 TOTAL _ $ 5.00 Filed .... . May. 2J1tb, 20.02... .$378..00.. (IGff)'-~) HO(fl)~r( S. ~4G- AD, ORNEY (Sup. Ct. LD. No.) ./7 (7)S ,tV, ;?/<'W1r-~f f)lJ f1l J7}Ll'J-. ADDRESS ;?S 'I - ,) I (9' PHONE FEES x-Pages (8) .JCP - "".- MAILED LEITERS TO ATTORNEY ON MAY 20th, 2002 II 21-2002-493 ~ 1<<11 wnd q-~ 0/ ~ r!Jl. qj~ I, HARRY R. BROOKS, of New Cumberland, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, and revoke any and all Wills and Codicils made by me. ITEM I: I direct that all my just debts and funeral expenses, including my grave marker and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease, as a part of the expense of administration of my estate. ITEM II: If my spouse, CATHERINE R. BROOKS, survives me, I give, devise and bequeath to my Trustee, hereinafter named, to be held IN TRUST, during the life of my said spouse, CATHERINE R. BROOKS, a sum equal to the maximum dollar amount, if any, which can pass free of federal estate tax in my estate by reason of the unified credit against federal estate tax allowable to my estate on the date of my death (the "credit shelter amount"), reduced by the aggregate of (1) all items includable in my estate for federal estate tax purposes which [I either are disposed of in previous Items of this Will or pass outside of this Will and which do not qualify for the federal estate tax marital deduction or the federal estate tax charitable deduction; and (2) the amount of any administration expenses claimed as income tax rather than estate tax deductions; and (3) the amount of any state death taxes payable by my estate. In the event the value of my gross estate is not so large as to be taxable under provisions of the Federal Estate Tax, then the principal of this Trust shall be my entire Estate. This Trust shall be referred to and known as my Credit Shelter Trust. The aforementioned sum shall be held for the following uses and purposes: A. To pay the net income thereof to my spouse, CATHERINE R. BROOKS, at least quarter-annually. B. The Trustee may apply the net income of this Trust for the benefit of my said spouse should she by reason of age or illness be incapable of disbursing it. C. To pay to my spouse at any time and from time to time such sums from or such part of the principal of the trust, including the whole thereof, as in the sole discretion of my Trustee is determined to be necessary or desirable to permit my spouse to maintain her usual standard of living, including 2 II payment of the costs of any illness or accident which may affect her, after taking into consideration her other readily available sources of income and assets. D. Upon the death of my spouse, CATHERINE R. BROOKS, the then remaining principal and any accumulated or undistributed income, shall pass to my son, HARRY R. BROOKS, JR. In the event my son, HARRY R. BROOKS, JR., predeceases me or dies before receiving distribution or final distribution of his entire share, the undistributed balance shall be distributed in conformity with the Last Will and Tesatment of my son, HARRY R. BROOKS, JR. E. I direct that my Executor and his successors shall not elect that this trust be a part of the marital deduction and thereby included in my spouse's estate. ITEM III: I give, devise and bequeath the rest, residue and remainder of my estate of every nature and wheresoever situate outright to my spouse, CATHERINE R. BROOKS, on condition that she survive me by thirty (30) days. In the event my spouse, CATHERINE R. BROOKS, predeceases me or fails to survive me by thirty (30) days, I give, devise and bequeath the rest, residue and remainder of my estate of every nature and wheresoever situate outright to my son, HARRY R. BROOKS, 3 A. To borrow money from any person or institution including any corporate fiduciary and to mortgage or pledge any or all real or personal property as they in their sole discretion shall choose, without regard for the dispositive provisions of this instrument, except that no property passing to the marital deduction share shall be so mortgaged or pledged. B. To reasonably compromise claims asserted by or against my estate. C. To join with my spouse in filing a joint income tax return without requiring her to indemnify my estate against liability for the tax attributable to her income, and to consent to any gifts made by my spouse being treated as having been made one-half by me for the purpose of federal laws relating to gift tax. D. To retain any or all of the assets of my estate, real or personal, without regard to any principle of diversification or risk. E. To sell at public sale, to exchange, or to lease for any period of time, any real or personal property and to give option for sales, exchanges, or leases, for such prices and upon such terms or conditions as they deem proper. 5 F. To make loans to, to sell to, and to buy property from my or my spouse's executor, administrator, or my trustee. This shall not be construed as a command to exercise these powers under any circumstances. To these ends, my Trustee shall not be bound by any legal requirement that such loan be either prudent or secured. G. To pay premiums on life insurance policies and to receive dividends and all other payments available to the Trustee as owner. ITEM VI: All shares of principal and income hereby given shall be free from anticipation, assignment, pledge or obligation of the beneficiaries and any of them, and shall not be subject to any execution, attachment, levy or sequestration or other claims of the creditors of said beneficiaries or any of them. ITEM VII: All federal, state and other death taxes payable because of my death, with respect to the property passing under this Will, but not otherwise, and forming my gross estate for tax purposes, including any interest or penalty imposed in connection with such tax, shall be paid out of the non-marital residue of my estate, if any. Any such tax, 6 II including interest or penalty imposed, due by virtue of taxable property forming my gross estate but not passing under this will shall be paid directly from such property and shall not be paid out of the marital or charitable deduction share of my estate. It is my specific command and intent herein that no property forming part of the marital or charitable deduction share of my estate be utilized to payor be reduced by any federal estate or Pennsylvania (or other state) inheritance or estate taxes. ITEM VIII: I appoint PNC BANK to serve as Trustee of the trust created by this my Last Will and Testament. Should PNC BANK fail to qualify or cease to act as Trustee, my son, HARRY R. BROOKS, JR., shall have authority to name a new corporate trustee to serve as Trustee of the trust created by this my Last Will and Testament. ITEM IX: No Executor, Trustee, or their successor serving hereunder at an}' time shall be required to post bond or enter security in any jurisdiction. ITEM X: I appoint my spouse, CATHERINE R. BROOKS, Executrix of this my Last Will. Should my spouse, CATHERINE R. BROOKS, fail to qualify or cease to act as Executrix, I appoint 7 I' I 'I I, my son, HARRY R. BROOKS, JR., to serve as Executor of this my Last will. ITEM XI: All references herein to the singular or the feminine shall include the plural or the masculine respectively, where appropriate throughout this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this Jst day of \\\c\ ['C ~_ , 1999. . I, , );7 (' -cd--ti...-...../z.7, 1,-__jt;:L<.C'-e.~.j HARRY Ri( BROOKS (SEAL) The preceding instrument, consisting of this and seven other typewritten pages, was, on the date thereof signed, published and declared by HARRY R. BROOKS, the Testator therein named, as and for his Last Will, in the presence of us, who, at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. ~!L f?1. ~!,L cJ?J-v- Q G......u~ residing at !qv i' !(}//J LeAf/WI'j- P If residing at 12t~~ PA / 8 II r COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF DAUPHIN WE, HARRY R. BROOKS, ~J (J/ rn 1.;1)/ h-cfc\_ and ~u/,J IJ /J J (,<IN, , the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will, and that he had signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the will as witnesses and that to the best of their knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. vll '. ,)) . -',fl-rl-,,^'-"-;X J""-, 1~:2-A..,L'-c----k,.;__~ HARRY R.i' BROOKS ~' '1~ .m. 'br:4, w' ness ;] dl~ a. ~~ 'viitness Subscribed, sworn to and acknowledged before me by HARRY R. BROOKS, the Testator, and subscribed and sworn to before me by -:s:,\\ (\\. W,,~<?k.. f), .<iJ,,,,,,,, witnesses, this \6~ day of 1999. W, ___ Notary Public NOTARIAL SEAL CHERYL L DeVERE, Notary Public City of Harrisburg, Dauphin County M ommission Ex 'res Ma 11, 2002 , , NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of HARRY R. BROOKS , deceased, No. 0493 of 2002 TO: Harrv R. Brooks. Jr. 2904 Derrv Street Harrisburq. PA 17111 (beneficiary) (address) Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as follows: 100% Remainder Interest (if additional space is needed, use back of page) Name of decedent: Last known address of decedent Harrv R. Brooks 707 Fourth Street New Cumberland. PA 17070 Date of death: Mav 9. 2002 Place of death: Hershev Medical Center County of grant of original letters: Cumberland Decedent died xx Testate Intestate. A copy of the will is x is not attached. Name(s), address (es) and telephone number(s) of all personal representatives appointed Name Address Telephone Harry R. Brooks, Jr. 2904 Derry Street Harrisburg, PA 17111 564-4374 -, .- Name{s), address (es) and telephone number{s) of all counsel. Name Address Telephone Howard B. Krug, Esquire 1719 North Front St. Harrisburg, PA 17102 234-4178 Date: Signat~ Name Howard-B. Address 17 HiH' isburo. PA Telephone (717) 234-4178 the unde;:..s0ned. /"" - // /'/'"l Ih--l;/ ..---.., Additional information may be obtained from June 4. 2002 Capacity: Personal Representative xx Counsel for personal representative .' , CERTIFICATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Harrv R. Brooks Date of Death: Mav 9. 2002 Will No. Admin. No. 00493-2002 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on June 4, 2002 Name Address Harrv R. Brooks, Sr. 2904 Derrv Street, Harrisburq, PA 17111 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except N/A /" ..-----. Date: June 4, 2000 L. Na~e: Addr k. /Bowar .-g. Kru ~s uire 1719 North Front Street Harrisburq, PA 17102 Telephone: (717) 234-4178 Capacity: Personal Representative xx Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIOUAL TAXES OEPT.280601 HARRISBURG, PA 17128-0601 REV-1 162 EX(1 1-96} RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT KRUG HOWARD B ESQUIRE 1719 NORTH FRONT STREET HARRISBURG, PA 17102 ____uu fold ESTATE INFORMATION: SSN: 179~36~8969 FILE NUMBER: 2102-0493 DECEDENT NAME: BROOKS HARRY R DATE OF PAYMENT: 08/08/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/09/2002 NO. CD 001495 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $25,438.00 I I I I I I I I TOTAL AMOUNT PAID: $25,438.00 REMARKS: H RAYMOND BROOKS C/O HOWARD B KRUG EQUIRE CHECK# 419 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS MARY C. lEWIS REGISTER OF WillS Qf\\U' ~REY-t500EX+{&oo) , '/' ~. -,,' ;~ ,~/, ')A, ;'a >~ Ii'" ,1:~i:~;:(t1'.:' '. ,~)"".."'~I COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128.0001 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W o w c I!! ",:$(/) 0"'''' w2;g :r",... 0.... !It DECEDENl'S NAME (LAST. FIRST. AND MiDDlE INITIAL) Brooks Har R. DATE OF DEATHIMM-DD-V'arj DATE OF BIRTH (MM-DD-Vea-) OFFICIAl use ONlY "- 05/09/2002 12/29/1906 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST. AND MIDDLE INITIAL) [X] 1. Original Retum o 4. Limited Estele 1X16.DecedentDiedTestate _,,,,,,<tWO) o 9. Litigation Proceeds Received o 2. Supplemental Retum o 4a. Future Interest Compromise (dale ofdealh after 12-12-82) o 7. DecedentMain1aineda Living Trust,...., "",<tT""'I o 10. Spousal PovertyCred~ (daleotllealhbe\W8en12-31-91 and 1-1-95) l1-{o 5 FILE NUMBER 2 1 -0 2 0 4 9 3 ""COUtirvCODE -YEA/l- --NliMiiER-- SOCIAL SECURl1'f NUMBER 1 79- 3 6 - 8 969 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURl1'f NUMBER o 3. Remainder Retum (date OfdNlh,Prior 10 12-tU2) o 5. Federal Estate Tax Retum Required .L 8. Total Numbero! Safe Deposit Boxes o 11.ElectiontolaXunderSec.9113(A)I_hSohO) z o 5 :J I- ~ o w r.a:: z o !;i I- :J 0. ~ o o ~ ... z w c ~ .. (/) I o NAME Howard B. Kru Es uire FIRM NAME (If Appicabo) Purcell Kru & Haller TELEPHONE NUMBER 717 234-4178 COMPLETE MAILING ADDRESS 1719 North Front Street Harrisbur PA 17102 100,000.00 . 115,359.93 OFFICIAL USE ONLY 1. Real Estale (Schedule A) 2. Stocks and Bonds (Schedu", B) 3. Close~ Held Corporation, Partnership or Sol&-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneoos Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) (6) o Separate Billing R~ues\ed (1) (2) (3) (4) (5) 7. Inter-Vivos Transfers & Miscellaneous Non-P_ Property (T) (Schedule G or L) 8. Tolal Gross Assm (total Lines 1-7) 9. Funeral Expenses & Admin~tratiVe Cos1s (Schedule HI (9) 10. Deb'" of Decedent Mortgage Liabilities. & Liens (Schedule I) (10) 11. Totel Deductions (Iotal Lines 9 & 10) 12. NeT Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental BequestsiSec 9113 Trus'" forwhich an election to laX has not been made (Schedule J) 14. NeT Value Subject 10 Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SlOE FOR APPLICABLE RATES 15. Amount 01 Line 14laXable atllle spousal laX rate, or transfers under Sec. 9116 (a)(1.2) 16. Amounl of Line 14laXable at Iineai rate X _(15) 586,576.54 X .045 (16) X .12 (17) X .15 (18) (19) 102.483.54 289,522.78 (8) 607,366.25 17. Amount ofUne 14laxable at sibling rate 18. Amount of Line 14 taxable al collateral rate 19. To Du. CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20,059.67 730.04 (11) (12) (13) 20,789.71 586,576.54 (14) 586,576.54 26,395.94 26.395.94 De d t' C I t Add ce en 5 ample e ress: s'lREET I\llIlI'lESS 707 Fourth Street CITY I STATE I ZIP New Cumberland PA 17070 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. CreditslPayments A. Spousal Poverty Credit 8. Prior Payments C. Disrount (1) 25.438.00 1.271.90 Total Credits (A + 8 +C) (2) 3. InteresVPenafiy if applicable D. Interest E. Penalty TotallnteresVPenalty (0 + E) (3) 4. ff Une 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request. refund (4) 5. If Une 1 + Une 3 is greater than Line 2, enterthe difference. This is the TAX DUE, (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Une 5 +5A. This is the 8ALANCE DUE. (58) Make Check to: REGISTER OF WILLS, AGENT 26,395.94 26,709.90 313.96 0.00 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred; ........................................................................... IZI b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 c. retain a reversionary interest; or ...................................................................................................... 0 d. receive the prornisefor life of either payments, benefits or care? ............................................................. 0 2. ff death occurred atterDecember 12,1982, did decedent transfer property within one year of death without receiving adequate consideration?........... ..... ........ ...................................... ......... ........... ............ 0 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which . be fi' d' t' ? ')(1 contains a ne clary eslgna Ion. ....................................................................................................... ~ No o IZI IZI IZI IZI IZI o IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEOULE G ANO FILE IT AS PART OF THE RETURN. UOOer' penalties of perjury, 'declare thai: I have examinEld this retool. including ac:companying scOedules and stcUmenls. sod to lt1e best of my knowledge and belief, it is true, correct and complete. OecIlnbl of prepnr othef 111M the personal representative is based on OIl jnformatioo of which prepfI'8l' has lIlY knowledge. SIGNATURE OF P RSON RESPONSIBLE FOR FIL G RET RN OAT 1<.- 3 03 ADDRESS SIGNATU PA 17102 For dates of death on or atter July I, 1994 and before January I, 1995, the tax rate imposed on the net value of transfers to or lor the use oflhe sUTViving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)). For dates of death on or atter January 1, 1995, Ihelax rale imposed on the net value of transfers to orforthe use oflhe surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)l. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even W the surviving spouse is the only beneficiary. For dates of death on or atter July 1, 2000: The lax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)J. The tax rate imposed on the net value of transfers to or tor the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(I)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by biood or adoption. ~ € c .. 21-2002-493 Lad- f/{// and P7~ 0/ ~ 9l. qjmok I, HARRY R. BROOKS, of New Cumberland, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, , and revoke any and all Wills and Codicils made by me. ITEM I: I direct that all my just debts and funeral expenses, including my grave marker and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease, as a part of the expense of administration of my estate. ITEM II: If my spouse, CATHERINE R. BROOKS, survives me, I give, devise and bequeath to my Trustee, hereinafter named, to , be held IN TRUST, during the life of my said spouse, CATHERINE R. BROOKS, a sum equal to the maximum dollar amount, if any, which can pass free of federal estate tax in my estate by_ reason of the unified credit against federal estate tax allowable to my estate on the date of my death (the "credit shelter amountU), reduced by the aggregate of (1) all items includable in my estate for federal estate tax purposes which ....... € T , '. either are disposed of in previous Items of this Will or pass outside of this Will and which do not qualify for the federal estate tax marital deduction or the federal estate tax charitable deduction; and (2) the amount of any administration expenses claimed as income tax rather than estate tax deductions; and (3) the amount of any state death taxes payable by my estate. In the event the value of my gross estate is not . so large as to be taxable under provisions of the Federal Estate Tax, then the principal of this Trust shall be my entire Estate. This Trust shall be referred to and known as my Credit Shelter Trust. The aforementioned sum shall be held for the following uses and purposes: A. To pay the net income thereof to my spouse, CATHERINE R. BROOKS, at least quarter-annually. B. The Trustee may apply the net income of this Trust for the benefit of my said spouse should she by reason od age or illness be incapable of disbursing it. C. To pay to my spouse at any time and from time to time such sums from or such part of the principal of the trust, including the whole thereof, as in the sole discretion of my Trustee is determined to be necessary or desirable to permit my spouse to maintain her usual standard of living, including 2 If ~ payment of the costs of any illness or accident which may affect her, after taking into consideration her other readily available sources of income and assets. D. Upon the death of my spouse, CATHERINE R. BROOKS, the then remaining principal and any accumulated or undistributed income, shall pass to my son, HARRY R. BROOKS, JR. In the event my son, HARRY R. BROOKS, JR., predeceases me .or dies before receiving distribution or final distribution of his entire share, the undistributed balance shall be distributed in conformity with the Last Will and Tesatment of my son, HARRY R. BROOKS, JR. E. I direct that my Executor and his successors shall not elect that this trust be a part of the marital deduction and thereby included in my spouse's estate. ITEM III: I give, devise and bequeath the rest, residue and remainder of my estate of every nature and wheresoever , situate outright to my spouse, CATHERINE R. BROOKS, on condition that she survive me by thirty (30) days. In the event my spouse, CATHERINE R. BROOKS, predeceases me or fails to survive me by thirty (30) days, I give, devise and bequeath the rest, residue and remainder of my estate of every nature and wheresoever situate outright to my son, HARRY R. BROOKS, 3 ...... ~ , JR. In the event my son, HARRY R. BROOKS, JR. predeceases me, I give, devise and bequeath the rest, residue and remainder of my estate of every nature and wheresoever situate outright to the heirs, devisees and beneficiaries identified in and in conformity with the terms of the Last Will and Testaament of my son, HARRY R. BROOKS, JR. ITEM IV: If my spouse, CATHERINE R. BROOKS, makes a · qualified disclaimer (as defined in Sec. 2518 of the Internal Revenue Code, as amended) with respect to all or any portion of the interest in property given to her under any provision of my Will, I give such disclaimed property interests to the Trustee of my Credit Shelter Trust, IN TRUST, for the income benefit of my said spouse during her lifetime with the balance of the principal and accumulated interest passing in conformity with the terms of Item II hereof. , ITEM V: My Executor, Trustee and their successors shall have the following powers, in addition to those vested in them by law and by other provisions of my Will, applicable to~ll property, whether principal or income, including property held for minors, exercisable without court approval, and effective until actual distribution of all property: 4 . ~ A. To borrow money from any person or institution including any corporate fiduciary and to mortgage or pledge any or all real or personal property as they in their sole discretion shall choose, without regard for the dispositive provisions of this instrument, except that no property passing to the marital deduction share shall be so mortgaged or pledged. . B. To reasonably compromise claims asserted by or against my estate. c. To join with my spouse in filing a joint income tax return without requiring her to indemnify my estate against liability for the tax attributable to her income, and to consent to any gifts made by my spouse being treated as having been made one-half by me for the purpose of federal laws relating to gift tax. D. To retain any or all of the assets of my estate, , real or personal, without regard to any principle of diversification or risk. ---- E. To sell at public sale, to exchange, or to lease for any period of time, any real or personal property and to give option for sales, exchanges, or leases, for such prices and upon such terms or conditions as they deem proper. 5 -- ~ i. F. To make loans to, to sell to, and to buy property from my or my spouse's executor, administrator, or my trustee. This shall not be construed as a command to exercise these powers under any circumstances. To these ends, my Trustee shall not be bound by any legal requirement that such loan be either prudent or secured. G. To pay premiums on life insurance policies and to · receive dividends and all other payments available to the Trustee as owner. ITEM VI: All shares of principal and income hereby given shall be free from anticipation, assignment, pledge or obligation of the beneficiaries and any of them, and shall not be subject to any execution, attachment, levy or sequestration or other claims of the creditors of said beneficiaries or any of them. ITEM.VII: All federal, state and other death taxes payable because of my death, with respect to the property passing under this Will, but not otherwise, and forming ~ gross estate for tax purposes, including any interest or penalty imposed in connection with such tax, shall be paid out of the non-marital residue of my estate, if any. Any such tax, , 6 - ~ , including interest or penalty imposed, due by virtue of taxable property forming my gross estate but not passing under this Will shall be paid directly from such property and shall not be paid out of the marital or charitable deduction share of my estate. It is my specific command and intent herein that no property forming part of the marital or charitable deduction share of my estate be utilized to payor be reduced by any . federal estate or Pennsylvania (or other state) inheritance or estate taxes. ITEM VIII: I appoint PNC BANK to serve as Trustee of the trust created by this my Last Will and Testament. Should PNC BANK fail to qualify or cease to act as Trustee, my son, HARRY R. BROOKS, JR., shall have authority to name a new corporate trustee to serve as Trustee of the trust created by this my Last Will and Testament. , ITEM IX: No Executor,Trustee, or their successor serving hereunder at any time shall be required to post bond or enter security in any jurisdiction. ITEM X: I appoint my spouse, CATHERINE R. BROOKS, Executrix of this my Last will. Should my spouse, CATHERINE R. BROOKS, fail to qualify or cease to act as Executrix, I appoint 7 ~ . , my son, HARRY R. BROOKS, JR., to serve as Executor of this my Last Will. ITEM XI, All references herein to the singular or the feminine shall include the plural or the masculine respectively, where appropriate throughout this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal . this J S-t day of \'\\c,r'\ ~_ , 1999. ~ .il ~ .~ K.-~c..A--' HARRY R. BROOKS (SEAL) The preceding instrument, consisting of this and seven other typewritten pages, was, on the date thereof signed, published and declared by HARRY R. BROOKS, the Testator therein' named, as and for his Last Will, in the presence of us, who, at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. ~L/'iJ.~ d~Q.~ residing at ~i'~l-c:d1wtr PII- residing at ~~ p~ / 8 -- ~ , , , COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF DAUPHIN WE, HARRY R. BROOKS, ~J'} I rnJA), h ClfA,~ and oL.. 0/.1 ,(). /.J.J CAN; , the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator .signed and executed the instrument as his Last Will, and that he had signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the will as witnesses and that to the best of their knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~/~'~ HARRY R. BROOKS . C)ft)71. rrMu/~ ~ ~a.~ ~:ss Subscribed, sworn to and acknowledged before me by HARRY R. BROOKS, the Testator, and subscribed and sworn to before me by ~,\\ ('(\. L;),M'.ko.- and I-,,'..J Ii. IJJ<:'!oNi witnesses, this ~ day of rf\arek , 1999. NOTARIAL SEAL CHERYL L. DeVERE. Not8IY Public Cily 01 Harrisburg. Oauphin County M missionEx 'r.sMa 11.2002 Notary Public '. 0PNCBAN< December 09, 2003 H. Raymond Brooks 2904 Derry Street Harrisburg, Pa 17111 R;;; Saf~ Deposit Box Dear Mr. Brooks, The Safe Deposit Box number 129B, located at 331 Bridge Street, was opened under the names of Harry R. Brooks & Catherine R. Brooks on September 08, 1967 and closed on July 08, 2002. At the time of closing, the box was found empty and reopened under the names of H. Raymond Brooks and Ethel D. Brooks. If you have any further questions, please do not hesitate to contact me at 717-774.8743 or via e-mail atjennifer.conway@pnc.com. Kindest Reg .~ ~ J nnifer ranch S ce Manager New Cumberland Office ~ A member of The PNC Financial Serviccs Group 331 Bridge Street New Cumberland Pennsylvania 17070 www.pncbank.com RfV.""","-97).~. ..~ COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Brooks Harrv R 21 02 0493 All real property owned solety or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged belween a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property wlIich Is jointly..,.."eG wItl1 right 01 SU..NOlShl. must be disclosed.n StheGule F, ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 100,000,00 707 Fourth Street New Cumberland, PA (See attached appraisal. Jones & Associates) I TOTAl (Also enteron line 1, RecapITulation) $ (If more space is needed, insert additional sheets of the same size) 100000.00 . 02070107 R J A "sers APPRAISAL OF A SINGLE FAMILY RESIDENCE LOCATION :701F__ Now C.........nd PA 17070 CLIENT ,Pun:.'.1Wg & H.IIo, 1718 No F",nt street H_.... PA 171022382 AS OF DATE , 0S-0N2 A P P R A I S E R : Tn>yG.1Iayllo (AuletenlAppnIHrl RoNrt R. Jones AppralNrS R.obert R. Jones Appraisers PUlOIII, Krug & Haller t719 N. FlOnt Stroot Harrisburv, PA 171022392 In accordance with l'our request, I have personally inspected and appraIsed the property located at: 707 FourthStmt NewCumbedand PA 17070 The purpose of the appraisal was to estimate the market value of the property. as improved. in unencumbered fee simple title of ownership, The subject property consists of: 6 Rooms 3 Bedrooms 1.0 Bath(s) The 2SIory style residence contains Gross Living Area. 1,508 square feet of It is my opinion that the estimated market value of the property as of 05-09-02 is $ 100,000 The above information has been automatically extracted from the appraisal and inserted in this cover page, Respectfully submitted. 7~" 7roy G. Mlyko (Anlstant ApproIHrI ~~ . r ./ l- " Robert ..... SRA ,'/ Robert R.Jonn Ap~ Statement of Limiting Conditions , FiI. N: 02070107 DEFINITION OF MARKET VALUE: The most probable price wh.ich a property should bring in a competitive and open market under aU conditions requisite to a fair sale, the buyer and seller, each acting prudently. knowledlleably and assumini the price is not affected by undo stimulus. Implicit in this dcfmition is the oonsumation of. sale as ofaspecified-date and the passing ofWc from seller to buyer under conditions wbereby: (I) buyer and seller are typically motivated; (2) both parties are well infonned or well advi$Cd. and each acting in wbat be considers his own best inaerest; (3) a reasonable time is allowed for exposure in the open market; (4) payment is made in tenns of ~ in U.S. doUars or in leons of financial amngcments comparable thereto; and (.s> the price represents the nonnal consideration for the property sold unaffected by special or creative financing or sales concessions. granted by anyone assoc::iated with the saJ~ . Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary for those costs which are normally paid by sellers 85 a result ofuadition or Jaw in the market area; these costs are readily identifiable since \he seller pays these costs in virtually all sales transactions. Special or creative financing adjustments can be made. to the eompamble property by comparisons to financing terms offered by a third party inslitutionallcnder that is nol already involved in the praperty or tBnsactian. Any adjustment should nOI be calculated on a mechanical dollar COSl of the financing or concession but the dollar amount of any adjustment should approximate the market's reaction to the financing or concessions based on the appraiser's judgement. STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT AND UMITING CONDmONS: The appraiser's certification that appears in the appraisal report is subject to the following conditions: I. The appraiser will not be responsible (or rnancaoflegal nat.urethal affea eithcrthe property being appraised or the dUe to it. The apprai~r assumes that the title is good and marketable and. therefore. will not render any opinions about the title. The propcny is appraised on the basis of it being under responsible ownership. 2. The appraiser has provided. sketch in the appraisal report to show approximate dimensions of the improvements and the sketch is included only to assist the reader of the report in visualizing the property and understanding the appraiser's determination ofitssiu:. J. The appraiser has examined the available flood maps that aR provided by the Federal Emersency Management Agency (or other data sources) and has noted in the appraisal report whether the subjeasite is 10cated in an identified Special Flood Hazard Area. Because the appraiser is not a surveyor, he or she makes no ewuanlec. express or implied,. regarding the detenninat~on. 4. The appraiser win not give testimony orappcar in court because he or she made an appraisal oflhe property in question, unless specific arrangements to. do so have been made beforehand. S. The appraiser has estimated the value of the land in \he cost approach at its highcsl and best use: and the improvements at their contribulory value. These: separate valuations of the land and impf'O\lem~nts must not be used in conjunction with any other appraisal and arc invalid if they are so used. 6. The appraiser has nrned in the appraisal report any adverse conditions (such as. needed repairs, de:preciation, the presence: of hazardous wastes, toxic substances, elc.) observed dtuing the inspection oflhe subjett property or thai he or she became aware of during the normal research involved in pcrfonning the appraisal Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden or unapparent conditions of the property or adverse environmenULI conditions (including the presense of hazardous waste, toxic wbstarn:eS. iltc.) 1ha1 would mllkc the properly more or less valuable. and has assumed that there arc: no such conditions and makes no guarantees or warranties. Qprcs5 or implied, res;arding the condition of the property. The appraiser will nOI be responsjble for any such conditions that do exist or far any engineering or teSting that might be required to discover whether such conditions exist Because the appraiser is not an expert in the field of environmental hazards, the: appraisal report must not be considered as an environmental assessmenl of the property. 7. The appralscr oblsined the infonn81ion, estimateS, and opinions that were expressed in the appraisal report from sources that he or she considers 10 be reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of such items that were furnished. by other parties. 8. The appraiser will nol disclose: the contents of the appraisal report exccpt as. provided for in the Unifonn Standards of Professional Appraisal Pnlctice. 9. The: appraiser has based his or her Bppmisal report and valuation eonelusion for an appraisal that is subject to satisfactory completion. repairs, or alterations on the assumption that completion of!:he improvements will be performed in I workmanlike manner. 10. The appraiser mU$t provide his or her prior written consent before the lendtr/client specified in the appraisal report can distribute the appraisal report (including conclusions aboul the property value., the appraiser's identity and professional designations. and references to any professional appraisal organizations or the finn with which the appraiser is associated) to anyone other than the borrower; the mortgagee or its successors and assigns; the mortgaa:e insurer; consultants; professional appraisal organizadons; any S\81e or federally approved financial instih1lion; or any department agency, or inSlrUmenlality ohhe United Slates or any state or \he Disuict ofCol11m'tlia: exceptlhat !:he lender/client may distribute the properlY description section of the report only to data. collection or reporting ser.ric.e{s) without having 10 obtain the appraiser's prior wrincn consent The appraiser's wriuen conscnl and approval must also be obtained before the appraisal can be conveyed by anyone to the public through advertising, public relations, news, sales.. or other media. f'NdditlM..F_096-93 .....0(2 'f.....M..r_IOO4B'...'n Robert R. Jonea Appl'll." 02070107 APPRAISER'S CERTIFICATION: The Appraiser =<if... and ......thaI: 1. ) have researched the: subject market area and have: sc~ a minimum of three recent sales of properties most similar and proximate 10 the subject property for consideration in the salc.s comparison analysis and have: made a dollar adjustment when appropriate. to reflect the Markel reaction to those items of significant variation. If a significant item in a comparable property is superior 10, or more favol'8hle than, the subject property.. hIVe made a negative adjustment to reduce lheadjusted salc:s price of the comparable: and, if. signUicant item in a comparable property is infc.rior \0, or less favorable than. the subject property. I have made a positive adjustment to increase the adjusted sales price oflhc: comparable. 2. I have: taken into considcralion the factors that have an impact on value in my development ofllie: estimate of market value in the appraisal report. I have: not knowingly withheld any significant infonnation from the appraisal report and I believe. (0 the: best of my k.nowledge, \hat aU stalements and infonmltion in the appraisal report are true and correct 3. I stated in the appraisal report only my own personal. unbiased. \J.t\d professional analyses. opinions. and conclusions, which are subject only to the contingent and limiting conditions specified in this form. I certify that, to the best of my knowledge and belief: The statements of fact contained in this repon are true and correct. The reported analyses. opinions, and conclusions are limited only by the reported assumptions and limited conditions. and are my personal, impartial, and unbiased professional analyses, opinions. and conclusions. 4. J have no present or prospective interest in the property that is the subject of this report, and no personal interest with respect to the parties involved. J did nol base. eitherpartiall)' or completely, my flnalysis andror theestnna\e ofmarke1 value in the appraisal report on the race, color. religion, sex, handicap. familial status., or natiOtlal origin of either the prospective owners or occupants of the subject property or of the present owners or occupants of the properties in the vicinity of the subject property. S. I have no present or contemplated future inlerest in the subject property, and neilher my current or future ernployment nor my compensation for performing this appraisal is contingent on !he appraised value of the property. 6. My engagement in this assignment was not contingent upon developtng or ~poning predetermined results. My compensalion for completing this assignment is not contingent upon the development or reporting ofa prcdetennined value or direction in value that favors the cause of the client, the amount of the value opinion. the attainment of a stipulated result.. or the occurrence of a subsequent event direcdy .dated to the intended use of this appraisal. 7. My analyses. opinions, and conclusions were developed, and this report has been prepared, in conformity with the Unifonn Standards of Professional Appraisal Pnk:tice in place as of the effecdve date: of this appraisal, with the exception of the departure provision of those Slandllrds, which does not apply. I acknowledge \hat an estimate of a reasonable time for exposure in the open market is a condition in the definition of market value lNld the estimate I developed lsconsistenl with the marketing time noted in the neighborbood section of this report, unless I have otherwise stated in the reconciliation section. 8. I have made a personal inspection of the property thai is the subject of this report. I further certify that I have noted any apparent or known adverse condrnona in the subject improvements. on the subject site. or on any site within the immediate vicinity of the subject propeny of which I am aware and have made adjustments for these adverse condilions in my analysis of the property value to the extent that J had marl:etevidence 1,0 support them. I have also commented about theeffcct of the adverse conditions on the mlll'btability of the subject property. 9. No one provided significant professional assistance to the person signing this report. 1ft ~Iied on significant professional assistance from any individual or individuals in the perfonnance of the appraisal or the preparation of the: appraisal report. I have named such individual(s) and disclosed lbespec:ific tasks perfonned by them in the reconciliation section ofthisappraisall'q)Ort. t certify that any indi~iduaJ so named is qualified to perform the laUs. I have nOI authorized anyone to make a change to any item in the report; therefore. if an unauthorized chanse is made 10 the appraisal report, I will take no responsibility for It. SUPERVISORY APPRAISER'S CERTIFICA TJON: If a supervisory appraiser signed the appnlisal report. he or she certifIeS 8r\d agrees that: I dim:tl)' supervise the appraiser who prepared the appraisal report, have reviewed the appraisal report, agree with the statements and conclusions ofthc appraiser. agree to be bound by the appraiser's certifications numbered 4 through 7 above, and am taking full responsibility for the appraisal and the appnisal rtpOTL ADDRESS OF PROPERTY APPRAISED: 707 FourtllSlrHl New CUmber1lnd PA 17070 APPRAISER: r~ Signature: ~. Name: Troy G. III illlnl Approilerl Dale Signed: 712412002 State Certification II: or Stale License: N: Expiration Datt. ofCcrtifu:ation orUcense: SUPERVISORY APPRAISER ~~~ Dale Signed: 712412002 State Certification II: GA 000386-1. PA or State License iI: Expiration Date of Certification or License: Jun. 30.2003 .....2..,(2 RONrt R. Jones Appraiser. ColI\pl8le APpo&umm.'Y R.port Property DQcrfptlon UNIFORM RESIDENnAL APPRAISAL REPORT flit No. 02070107 Procertv Address ou CitY IW urn 511te PA liD Code 17010 leas'DacriotlOn None arovided. data from ......mtnt fU.. County Cumbtftand Aseesso"s Parcel No. 25-25-0008-008 Tax 'tear01I02R.E. Taxes S 1189.98SMtiII Aasessmenta S NJA Borrower BrookIEatIt, CunenlOwnerBorrowtr Or.euflant: \ 100000r I ITenant IXIVacant PronMvMhls.nnr:ai8ed IX I Fee lleatehoJd P Tv:oe, lPUO \ CondominiumlHUDNAonM HOASNlA /Mo. Neighborhood or Proiect Name Hew Cumbwlllld Boto~ MaD ReferenceADC MaD 21 A.5 Census Trac:t 010813240 Sale Plice stuA Date of Sale NJA Deseridicf1 and S amount rJlC*l ~Ions to be Paid bv S8IIer Non. lende,lClJent Pure"', Knlg & Haller Add.... 1719 H. Front Stroet HIIriIburg, PA 171022392 I Trm G. M_I RoboII R. Jo 7900 Allontown Boul...rd H.rrf.bu PA 1711 Location Urban X SubuI'bln Rural Predomlunt ~fImIIy~ PmentllnduM" Land.... ch~ _up OYe,75% X 25-75% _Undtr25% ",}.upancy tsl Onef.mUy ~ [X]NctI""ULlk.,y Growth rate Rapid ~ Stable Slow X Owner ~ low ~ 2-4 family ---! Din process Property value Inc:reasing X Stable Declining TenZlnt 150+ Hiah 100+ Multi-family ~ To: ll8man<IIsupply Shortoge X I........ _.uppIy X V...n' (M%I P-"nt Com_ 6 Mo".lIn.llme lIndor3_ X 3-011IO$. _6_ "':v""""r....,S% 95+. 50>- .cL.nd 15 Now: Race and the nclal comP"ltlon or the nelghbortlood are not appraltal f.cto.... Neighborhood boundaries and ch~ristk::s: For tPDl'IilaI !lU1D018I the SU~ borouah ia considered u the neighborhood. Typical .m.ll borough wtth wtth dwellings of varlou.IM. and qu.llty. FocIols "'.,_ "'" m"'_1ity of lilt propoIfies {n "'" neighboctlood (proximllytD employmonl and -. ompIoymont stability, appeollo m....t. ot<;.): ThI.ubit<llo .Rulled wtthln th. borough of Now Cumberl.nd, Cumb.mnd County, PA. Th. .... I. located luot _ oIth. City of Harrisburg which Is conald,I'M to be the major emploYment center for the area. Camp HID, L.moynt.... adjacent to New Cumberland .nd .... ",ovlded omoIoyl1lllll AII_ot ....1... ..1_ wtthln Ih. borough .nd auROUnd borough'.. M__bs"''''''",*"nolghllahood _,,"""'....._"""""""'_.."'"_d_'"'U8$,~....m~... """'lSdalO",compellliv8pnljl81tioaforsoltlnllltnol9f\bOlhood,doscIipIionofllltp_of_andfinl8lCin9_,ot<;.l: County lax ......m.nt rsconla and muItl-IIII_sticllor th. n.llIhbodloodln_ tIlIllho neighborhood pric. .....10 alibis. Tho muRI~lot H<V1ce .100 Ind_. n."".. 1101 10 HI. pri.. ndIo 0197% wtth.. IV...g. m._ng time ofl...than 120 daya. Rac.ntly InlIreol_ h... rem.ined 1Iv1l, _It. thoro IIIIYbe be "'....,.,or . alight uow.rd Irond throllllh Iho .....Ind" oIlho 2nd qulftor of 2002. Pres.ntIy fin.n.lng I. reodilv IV_.... Hiler co_on. .,. not P....lent Project Information for PUPa (If lIPP'icabJe). - Is. the. developerlbuilder in CCln1r'Ot of Ihe Home Owners Assoclalion (HOA)? ~IYes.. l!J No Approximate lotal number of unit. in 1M aubject project NlA ApproxImate total number of units for.sale in the aubiect projed NlA . on "-." .nd ~.'''n;I''cil.';'.: N1A Dimension. Exact DImen.iona Not AVIlIlbr.. Set _DO t3 Topography Level at llreet grad. S" ore. 0.22 ac,. Comer Lot l!JV.. UNo Silo Av...gelo, thll'" Specific zoning c18$$ification;~nd desc:riptionR.2 Ruldenctl Shape Rectangull' Zornng compli.... OO~I LogoI~(_...1 UIIle9aI UN. ZD.'ng Oroinogo Avtrlg.lor III..... I Hiil8li & 'OlIsl: use as Irnoroved: X Present Ute I iOl.her use lexolainl View Haul.. 1JtiIttfe8 ~.._ Other otr..llelmprowm8f1ta Type NilcPriY landscaping Averageforthelrta Elodrtclty X 100 51.... AIl>hIII ; _ Dn_ay ...~... Concrtl. Goo X Cu~ Concrete X __. Horm.lutlllty w_ X S_.. Concreto X FEMAS_FloodH8Z8ld..... UV.. l!JNO S.""rysewer X SOMtllqhll Yu ,1l _ FEMAZono ZonsC ".pOole 02.16.77 _ S.onn sewer X ;AIIev Hon. I I FEMA ".0 No. 420366 B Commenl5 {apparent adverse easements. encroachmentII, special Bum ne.1fs, slide areas.WegelorIeg8l,iOIlCu1lfl..oirrillgzonlng use. etc.~ The... were no noted Illpartnl.IWlI8I1ls, encroachm.nlI or _ .ondltions which would h....n .cIv....lmpICI on the IUbjoct. lnished liMa INTERIOR __ F\oor$ Crvl&Y1n1Avg. W,lIs P1aster1Averaae. TrlmIFlniah Wood I P.lnted Bath Floor VinYl I Av-.a. Bath Wainscot Ceramic/Ava 0o?<I Wood I Pointed Atea So. Ft U4 U4 664 o 3 .. 1.0.....,". 1508Snu.~ FMtofG_Llvino""'. HEATING KITCHEN EQUI~~ AmC r AMENITIES '" CAR STORAGE: Type F.W.A. R0fri9..._ f-;;- N.... t-- F_'II!!!.-~ Non. 0 Fuel 011 Range/Oven r! Stair. \- Patio ~~ Garage One . of cal'1 Avq. DIIIpoS8I I- Drop St.I, "'X Deck Nons f-;;- AI1adlId XXXX COQUNG Oia_"~ S...... F - !!!.-,! Oetoched Central Va FanIHood F Aoor I- Fence ~f-- Built-In Other MIA Microwave Heated Poor None Carport """"""'" Avo. W_JDMw Fin....... f- -f- Inriv_' Concrete Additiona] features (special energy effICient iteme, etc.):storm untt&, firtPlICI, concrete patio, enclosed pOrch.lnd full unfinished baHment. FOUNDATION BASEMENT INSULATION Slob HDns ""'. So Ft U4 RooI _ ~ Crawl Spaca Hone % Finished .0- Ceil'ng Conet X Basement Va Ceiling ExDOltd.llt Walls Conel X Sump Pump Non. WIllis Block F100r Non. Dampness No Evidence FlDOr Concrete None _ Settlement No Evtdtnet Outs~Enby Non. Unknown_ Infestation Waa TrHhtd F Rm. Rec. Rm. rooms' Beths Lal.mdrv Other Area GENERAL DESCRIPTION EXTERIOR DESCRIPTTON No. of Units One Foundation Cone Block No. of Stories Two Exlerlor Walls Brick Type (DeI.!A'.) Dltached Roof Surlo.. Ata Shlna Oeolgn (Stylo) 2Story GIAIoIs & DonspIs. G.Iv.nlzacl ExI.tlngIProposed Exitllnc Wi..- Type Wood lllII "".IV".) 60+ Ill. Sto<miScrMno X I X E_";'IY~.I 16 __ Ho ROOMS Fover Uvina O' KitcheI\ Den Bosome., I~~ 1 3 Condition of the \mprovementJ, deprec:iItIon (phylical. functional and externa'). tepail'1l needed, quality of construction. remodelingladd/lions, etc. Tho physical condition I. ""octed by Iho ._age allied htl8ln .nd nc functlonel or _ doprecIlIIon II notod. Adverse environmentaJ condil/Ons (such as, but not limited to. hazardous wastes, toxic subltlnees. etc.) present in the improvements, on the. site ot.. ... "medl.'. '"'=inity of... aubjocI_rty: Th. .ubit<l pro_ _ bulk prior to 1971 and iIId btIHd p.11II1IIIY be_t on or In th., ,~ T. __..OInI!....OJ.Ir'.-:'. Ro..... R. JonoI_l.... ""' (~RIII_.__ V.iu.don S~ctlun File No 0z070107 ESTtMATEOSITEVAlUE.. ........ .......... '" =$ ESl1MATED REPRODUCTION COST-New.oF IMPROVEMENTS: Dwelling 1.508 Sq. Fl 0 57.19= . 88.243 Bamt 644 Sq. Fl 0 14.50 . 9,338 EncIoHd Po"", Plllo, Flropl.... . 1,150 Garogo/CaIparl~Sq.Ft.O 21.19= 4,660 ToIale.lImatodCoslNew............. =$ 101,991 Physical FunctioMl External less Oopfoclation 32.6971 01 = $ 32.697 Depredated Value of Improvements . . . . . . . . . . , . . . " = $ 7& 294 .A5-is..V......otSiIe Improvements....,............. =$ 1_!iOlI = , 102600 ITEM SUBJECT COMPARABLE NO.\. COMPARABLE NO.2 COMPARABLE NO.3 Add.... 707 FoUllh SIraot 306 EI..anth SIraot 407 Hllllldo Road 713 Harding Straot Haw Cumbarl.nd ~NIW Cumbarland Haw Cumbarland Haw CUmbarland P",,"''''IoSub'ect 0.61M1NNW 0.12 MI WSW 1.29MI_" .~,""Prico HlA ~ ~ PricelGrossUv.....$ . ~~ ~ Data and/o< nspatllon MulIJ.llot SaNIce Muiii:lIot SaNI.. Mulll.llst SaNlc. Verification "^u- .,i_en! RcrdI _mant _I _Rcnll _m.nt Rcrdl VAlUEADJUSTMENT~ DESCRIPllON .".~- DESCRIPTION.. DESCRIPTION .,.,..~~ Sales or Finandng Conv.ntlonal 0 F.liA -2,000 Conventionll 0 Concessions 6 dom 0 29 dom 0 10 dom 0 O.te.fSalefTime A 07~ 005-1\.01 0 10.19-01 0 Location Suburtlln 0 SUbUIban Q Suburban 0 L__eoS- eeSlm.l. Fee- 0 FeeS/mala 0 FeeSI",-'. 0 Site '" ac.. .10.... 0 .15 ac.. 0 .lher. 0 View Ioul. Ho..... 0 HOUIII 0 Houns 0 Desion and '_.1 510... AYo. Ca.. Cod. AYG. 0 2510", AYo. 0 C... Cod . Ayn. 0 0;;;;;;.01(:"",_ ficJc . A....... Br&AJ.Ayn. 1,000 Bdcl<. AVG 0 BrlAl. 1....- 1 000 """ lit... 711tost. OSO..It. 0 SlltOlt. 0 Condition ym" A...... Sunorior -3000 Inlarlor 5,000 Above Grade Total IEbml 8Ilh& TCOIIBdrrnlI B8Ihs Total Bdlmsl Balls TolaI Bdrmsl BathS Room Count 6r 3 1 jl-:If 2 .1,000 61 31 1 0 7 4' 2 Gross Uvi~ Area 1501.... Ft. 1.846.... Ft. .S101l 1200Sn. Ft 4600 1650Sn. FI. _nIB.inished 00%10% 100%10% 0100%/75% -3,000 100%125% Room. Belaw Grade I... None 0 Nons 0 Nona Functional Utilit\! yna. Av. 0 AvtnlD' 0 Averaaa H.atinnJr~linn .W.A.ICA Radiant I Mona 1500 F.W.A./CA H.W.BBICA Ene... E_nlltem ,- Unill Slonn Unill 0 TlIt....RaDlac. .1 500 Stonn Units Ga"aa/Camnrt Car Allached None 3.0001 Nan. 3000 1 Car Inleora' Porch. PaI;a. Oed<, l1cl.Pon:h,Patlo Po_,PalIo 0 Patio 2,OOOj Sloop ~!l etc. /F'''.'", Non. 1000 Nons 1,000 None Fence Pool etc. Non. None 0 None 0 None Comments on Colt ApprOIIdl tluch as. lOurce of cost estimete site value. square foot calculation .nd for HUD, VA and FmHA. the estJm8~ ~Ing economic life of the property): See _ed -IS for lCldillonal commonto on tha Coil 90100 .1,000 ~ .1,000 o o o o 1500 2.500 1,000 o NetAdi. lIala" 'X. I .. 400 IX. I ,. I, 1,100 IXI. r I. 1$ 6900 Adjusted Sale. Price 0.40 % Nat 1.08 % NeI I 7.66 % Net -, arC-b'" 1..i%Grs' 100300 19.73""'" r. 103000 16.76wGro I, 91000 Cornmanls on s.lea Comparison (Includmg the .ubject _rty'. cornPAtibftlty to the ~rllaorI. e1~): SEE ATTACHED ADDENDUM ITEM Dste.Price,lW'IdData Soun:e,b'priorsales t _-ol~" acordl Analysis of any ClJrrent agreement of u1e. option, or listing of the subject property and analysis of any prior sales of subjed and camp,rables within one ~r of the date of appraisal: Oth.rthln the al. dates Ihown on the arid. I was unlbtt to find any other tnInlfer of the tu~ comD&rabtes over the Dot 12 month.. INDICATED VALUE BY SALES CDNPARlSONAPPROACH............. ::,...........................:.... $ I 'DYINM_ C Esllmalod".........N/A /Mo..GrossR..Mu......HlA ='HlA ThO......."..... ll!.t..... .U_"rspois.-..........."--- U_"_l*jllnsnd_ CondiUan. of """raisal: Tho 'JIII_' I. complated In tile "AS IS" condlllon. This appralulla comp_ as of 05-09-02, tile actual inspecllon was complated an 07.17-02. final Reconciliation: The SIlts ComparilOft ADQroach to value Is considered to betbe mOlt accurat. method of achlevina an estimated _._ Tha COlt ApJHOlCil uaually _ tho hIah IImII ofvaiu. and Is uled to IUpport the Salel Comparison Approach. Th.lack 01 dill to dev.lop a monthly ..nt or mul\lplllr forced tha e1lmlnalion 01 th.,1lCO/IIt Approach. Thepurposeollhis appraIWiskl.timale1lle madIel:vatuedthereal propartythalls thesubjed.ofltis report, basedon1he abovec::ondltions nlMcectiflcation, cootingeRi lIW1iniUag <:::onditions. WId malkeI.. definition !haC '" slllad k\ ~attachedfreddMtN8C Foon 439JFamie Mae Form 10048 (R6V\Sed06l93 ). I \WE) ESl1MA1ETHE MARllET VAlUE, AS _0, CI' TltE REAl. PROPERTY THAT IS THE SUBJECT CI' THISREPOIlT, AS Of' 0~2 (WHICH IS THE DATE OF INSPECllON AND THE EFFECTIVE DATE OF THIS REPORT) TO BE $ 100,000 APPlIAI1IER: ~ SUPERVlSO~~9'!IRW: _.. . ,-" SilIn...... ~Oid DDldNot Neme 7roy G. MavIr6 _ Appralsar) ...... R~ as SRA lnapecl Propeny Da" Reoort _ 07.24-02 Date Reoort Sinned 07.24-02 ~ Cartilicelinn # Slate Stele Cartification' GA 000388-1. Slate PI. --..~-=. F-..nIIIMMI ,101M &--i~ SUBJECT on. COMPARABLE NO.1 None In last 12 manthl _m.nt Raconll COMPARABLE NO.2 Nan. In last It montlle .&. I 118ntReeords COMPARABLE NO.3 Non.ln last 12 months _.....t Records 100,000 TEXT ADDENDUM File No. OZ070107 Borrower/Client: Brooks Estate Propelt)' Address: 707 Fourth S....t City: New Cumberland SIale: PA Lender: Pur1:e1l, KJug 8< Haller COW>ty: Cumberland Zip Code: 17070 ADDENDUM TO SALES COMPAIlISOll APPROACH All 3 "","po ...Iocalad in tII. 11m. marUt.... as Ih. subject. After adjuatments ... applied tIIey provld. . ..ng. 01 valu.lo. tII. subject property. All ~ a.. giVen equ.1 walghtln tII. final val.-Jon. Th.IoUowlng Is . brio! expI.natlon 01 aom. 01 tII. adjuatmanta .pplIad. Adjustments... .ppUad under Iln.ndng to rtlIoct sol'.. help In mortg.g. plae.m.nt and tho aflect tho.. .on....Io.. had on the .... price. Tho quality oI.onltruction adjuatmanta... applied to reflect tII. _or finish and reflect market pro/...nc. to.U brick o. plltial brick .xterlor. Condition adjultmanta are .ppllad to rtlIoct tII. condition of tho comp.rtblH H compatad _ tho subjtcl Th. subject Is conlldered to be av.rage. On tho room count Uno adjuatm.nts... applied lor tII. blthroom .ount only. Tho lotaI room eounUtoom a\zoa... roIIoctad In tho g....livlng .... adjullmonta. On thallJat Uno 01 Ill. basamont, adjuatmonts .ra applied lor tII. porcentogo of finished.... .nd .Iso co..ldera tho toIII basamont lItO. I. Th. approl... mod. . physlClllnlpoctlon of tho a.bjacl propllty. This Includad on Inspection of both th.lnl.rlor ond "'.rIor. Th. _rlor inspoctlon Included observing III. IlIt ond lit. location. I physk:llly m...urod tho house from tho _. Tho Intartor Inapection ...alsla 01 a walk lllrough tho building. All room. wa.. a_bla ond viewed. Tho lecond line IdJllllmonl Is .pplled lor tho bathroom count In tho baa_nt, which .000_ tho fundlon.llly of tho finlshad b...ment. Th. ..malnder 01 tho adjullmonta .. .ppllad lor dItla.......nd are aelf Ollpl.nmry. Th..- uood are cosh orh.v. boon adjusted to cosh equiValent volu.. 1111 noted that all comporabls lllso.......... ov. "" months prior to tII. appraisal dII. and ore consld_to be tho but avallsblo aI tho present timo. Scops oIth. Appral..1 or tII. Extont 01 tho Procoas of Collecting. Confirming. .nd R.portlng Data: Stand.rd Rul. 2-2(b) 01 tho I\lRKorm Stan_ 01 Profesaional Appraisal Practic. of III. Appralsat Inalituto] sots I_th. reporllng requirements lor. Summory Appro/lll Report. AI such,lI prooonts only .ummory dlscuallons 01 tho dill, ....onlng and ...lyooo Ihol wo.. uood In tho opprailal _.10 tho dovolop tII.1pp<IiotIs opinion 01 v.,.... Supporllng doeumontation thai Is not provided _tho report, I. retained In tho opprai..... filo. Tho .ppralaor II not_sible lorth. un._ UI. olthl. ..port. 2. Informotion pertaining 10 raglon.i, city. town.hlp ond nalghborhood Is _ on I.cto oblolned lrom organizations including, but not limited to; County PI.nnlng Comml...... U.S. Cen... Bu.... .nd loeol_po< publleatlon., ale. Th. .ppralser h.. _.Ily vi_tho neighborhood. 3. Th. sub/oct propllty dllols booed on th. County Alaoasment Office, owner andlor partloa to till tranllction and paraonal In.paction. No dead _ .upplled 10 th.oppralaor. SlIt IIz.lnfonnation Is bsaad on tII. county recordl. This 1100 Ilmllod th. .pprals... .blllty 10 verify rtCOrdod ......ents end 0111. laclola. COMMENTS COHCERNING LEGAL DESCRIPTION Th. .ppralsal has bean complelad on th. subjoct property wlIhouI btnolll of .logoI dlOCrlplIonldtad. Tho sIIallz. end .h.p. ... delonnlned from Infonnallon obtained from tII. courlhou.., plot plan 01 tho developm.nt.nd or a lax map. S1ncoth. .ppralsal has bean complotad wIIhouI bonolll 01 th.leg.' dlOCdpllon,Ills Impoaalblo lor this .pprslaarto dalonnlnt K .ny .dv.... ..._, a_menta 0( .peclal.......ents exist. FO( thla .....n.th. utimatad volUlalatod horaIn could be .dvoraaly "'octod. W aI.1aIor date, any odv.... easements, encroachments 0( spaclal......monts..._. 4. Hlghast .nd Boat U.. .on.ldffllllo plIyaiCII aapocta 01111. propa<ly,legoI ponnlasibiUty and noIghborllood trand.. TEXT ADDENDUM File No. 02070107 Borrower/Client: Brooks Estate Property Address: 707 Fowth S...., City: New Cumberland Lender: Purcell, Krua & H.llcr State:PA CoUllty: Cumberland Zip Code: 17070 5. Thlth... tra<lltIonlllpproac:hll to YaluI wore con_rod In thl proc.... Coal d"'" II Iupplled from ItlI\MI"holl .nd SwIll Coli M.nu.q and local butidsfa. Tho sltl yalue Is baed on sa'" 01 v.canl land from within thl noIghborllood, or .Imilar nstg_ods. Salos d"'" _ obtaInod from IIIen1 two 01 thllol/owing .ou.... s11 oI_tIIl .ppralsor blllovlI to be '.II.blt; appraiser fUel; thelOCll multi-nit IIIYlce; paItfes to the transaction; courthoulI.nd ......ment JeCOfdt. In most c....tho lack 01 roll.blllnlo""atIon lor d,,"lopmonl oil ronl multiplier Ion:od thllllmlnation 01 tho Incoml .ppro.ch.ln ar... _ II I. appllclblo. II Is applied. B. Allar .nalyzlng tho ovallabll data. nnll..llmlll 01 mart<el v.lul Is made. 7.70 cIoYoIop thl opinion 01 Yslut, thl appraloor porfo""ed. complotl.pproIoaI procosl. .. dinned by till Un/fonn Stand.rds 01 ProIoosIonol PractiCI. Thll moanlthll no dlparturoo from Stand.rd 1 .....Inyokod. Standord 1 OIlIIbI\shll thl crillri. for thl dovllopmlnt oil tuI proper1y 1pplI\saI. 8.\ have examined ov.lllble dlllund wa. unoblt to find .ny ovldonee lholtho subjett h.. bean III10d "FOR SALE" roclnlly. Per thelftached deed or IIIIIIment records. the .ublect has not transf,"" ownership overUlt put 12 months. The appraiser I. notsware oil pendlng _ agroomont on the lubjoct proper1y. PURPOSE OF THE APPRAISAL Tho purpose 01 tho .pprolsal II to osIImatl mart<el yalue. FUNCTION OR THE INTENDED USE OF 7HE APPRAISAL To ...101 tho client In osIImotIng 'nh_ tax. This report Is notlnlondod for any olhor UII. INTENDED USER OF THE REPORT Thllntsnded u... oIthl _rlls.hown on tile .ppraJsoIlon1lllsl" ..tho cllenL No olhor us.. Ihould rely on Ihl. roport. THE FOLLOWING ITEMS SUPPLIED ARE COMMENTS MOST TYPICALLY REQUIRED 8Y LENDERS TO CLARIFY ASPECTS OF THE APPRAISAL PROCESS. Comments on the C4It IpproICttj the estimated.tte valu.ln the cost approach II baNd on recent land sales either In the lrea or compotlllvllocallons. Tho co.t figuroo... ullll%od arolTom till MlllhaI1 & SWIft Vlluallon service. th..1 .. verified with local c-. Phy.1caI cIoproclallon Is _ on the ago/llfe method. Tho oIIImllod remaining economic life I. 42 y..... Referring to tho neighborhood _on oIthl ..porl under land USI ellango. 7hl. socIIon I. ullll%od In this report only when. unmans. such u ruldentIIl to c:ornmertiallltaklng place and does not ntlertD the. vacant land. The Vlcant land In the Il'Ia I. elllnglng to single family UIO and dOlI not h..1 a nogallvo effoc1 on till value olthl .ubjocl. Th. commercial and or Indualrialland ullln tho .... doll not hovl an odvorol aIIett on till yatue IndIor m.rt<etablllly 01 thl subjett proper1y, nor dOlI II hove a nogallvllmp.ct on tho tuldonl101 usa or enjoymenl of thllublld _rty. Th. .ub/octl. ovor 30 yosro old and h.. bean mod.mlzod II ntcIIIIlY and I. _II In lis p_t condlllon. Tho oIfectIvl agl Is l01I than 30 y..... '.m unable to vllffy thl_ "R" factor. Thl p_co 01 UREA-FORMALDEHYDE FOAM INSULATION could not be dotl""lned. K UFFIIs prosont, tho apprallOd markll yalue rosy be odvorolly effoc1ed or yolded. Any InfonnatJon tbou1 1n.u1at1on _ on tho 'pp..lsaI_ pravlded by Inopoc1lon, own.. or roaI_ og_ and Is lIIumad to be .ccu_ Thl IpplIIsor Is noIlW1lO 01 tho ox_ of radon gas ancllor radon daughloro, and Iood _ point sod _ not hovlthe n......ry oqulpmant 10 1001 Iortlll P_CI 01......". futuro 1000.howa unacclptablllov'" 01 rodon proolnt or load _ point, tho appral.ed m_ value rosy be advorooly aIIoClod or yolded. Tho property'. healing. plumbing and oIec1rlco1 syatems appl.r to be functioning proper1y to tho boat 01 till app..I..... knowIodgo and oxportlso. Rooms .uella. foyer, laundry and bslhroom. typically ... nol'ncluded In lho toIaIlOOlIl. Unl... nth...... noled at lh. limo 01 tho Inspoctlon till roof appoaro to be In overogo condition with no sign 01_ on tho Inlortor. TEXT ADDENDUM FileNo. 02070107 Borrower/Client: Brooks Estate ProrertY Address: 707 Fourth S_ CIl)': New Cumberland State: PA Lender. Purcell. Krug &: Haller Counl)': Cwnberland Zip Code: 17070 Th. curmrt laos, ohown In \lie IUbjed _on 01 \lie _hod Ipprlloal. Ippoa' to be _on.bl. ond 1M In IIn. with other Uk. propo/lioo In the ..... Ev.ry effort hoo boon mode to conform to FNMA & FHlMC Guld.llnoo; ond In most .......n..on llrict" int.",relJtlon found common to mOlt Inv_ In th.....ndIry """'01 h.. boon IjIpllod. Tho opproilorhoo cholon _ 1M beU..ed to be Ill. boot tom_bl. ..100 .v.UlbI.1rom mllk.t.......h. Adjuotmonls in the "D1ro<:t Saloo COll1lllrilOll Approoth" ore booed on m.rltol _on, not on coil figuroo. Ottoslonolly ill. n......ry to use comparable I"" that occurred ower.1x months prior to the effecti'le date of the appraisal. have IndlYidual adjustments ",eoodlng 10% of \lie com_bl... aloo price, end thll ...Iocated..... Ill.. 1 mile lrom \lie IUbject, ole. Every IUbjott property cennO! be eomp.rod to "lduI" comparoble oaloo. Tho .ppraloor hoo thoeon Ill. beet ""00 ...II.bl. from \lie m.rltet.....h which meet _or ~ng otandotds.nd guld.Unoo _bllohod by \lie Approll.lln.lltule, ADDITIONAl CERTIFiCATION; My tompan.etIon lor completing thllooolgnm.nt II not tontingent upon \lie de'Ielopment or ..porting of. prodot.rmlned v.l.. or d1rodIon In vol.. tIIaI ""...\lIe cou.. of th. client, \lie emount of the VII.. opinion. \lie lIltalnment of altlpulolod ....It, or \lie occurronca of. IUboequant avant dlractly ralo1ed to th.lntandod"" ot thll opprolal, AI of the date olthll report, \lie ""low 1jI...11" haa complelod Ill. requlraments of Ill. continuing education _rim 01 tho Appraloal _ ADDmONAl CERTIFICATION; I tIllIty that, 10 the _ of my knowIodg.and balle1, the roporlod ...1yI00, opinions and co..luIlan. __ developed, and thI. ..port hoa boon praparod. In conformity with Ill. requl.....nts of Ill. Code of ProteaaloNll Ethlca .nd lit. standordl 01 Profoolionol Approleal Practlco of \lie Appraloalll1Jlltut., ADDITIONAl CERTlRCATION; ..ertIIy tIIaI Ill. ... of 11111 ....rt IIlubJott 10 tho ..qul..menll 01 Ill. Approilal inItitute rolatlng 10 mlow by ill duly .__n_a, ADDITIONAl CERTIFICATION I hava no prooont or pro.poc:tlve intoroot In th. property thet 11th. .ubjact of thll report, and no poreonollnt_ with ...ped to th. psrtIoo Involved. I have no bl.. wllh _ed 10 \lie property thet ,. th. .ubJect of thl. ..port or to \lie psrtIoo Involved _ thI. uslgnm.nt. My .ngag.m.nt In thllUllgnmenl_ not tonting.nt UpOll developing or reporting prodetormInod ",uill, TEXT ADDENDUM File No. 02070107 BorrowerfClient: Brooks Estate Propeny Address: 707 Fourth SII<et City: New Cumberland _: PA Lender: Purcell, KnIg " Hallet County: Cumberl8lld Zip Code: 17070 SPECiAl UMITlNG CONDITIONS This appralaalll not a home inspecUon and the IPpnller is not actIng.s I horn. ifllpector when preparing the report. The borro.... hu"'. rightlo h...tho bomelnsptCtod by a proIeo.ionaJ home In.poctor. Whon porfonnlng "'alna)lOClion 01 thl. proporty, \hi sppralsor visually obulvod a.... 11I01 ..... raodlly accas.ibl.. Th. app..lHr I. not required 10 disturb or mov. anything that obstlucta ace... or vI.ibllity. Wh.. compllllng the .ppral.... a vlsuallnapoctlon WI. don. In Iccordan..wl'" guldalinll. Th.inspaclion 10 nollothnlcally Illh.-e. Th.lnapaclion d... not oflar_ or guarant... 01101 kind. MOLD: There may Of may not b. mold p_1n the properly. The appralHr I. not !ralnad to dalect mold. As.lstant ApprIIsora Sign"'" Oale OT .24-02 ~ RlVIew Appral.... Signatura Oat. 07.U02 SUBJECT PHOTOGRAPH ADDENOUM 02070107 ......., 8__ .."""", AJdr,u 707 __ CiIy NowC.......tlond ""'do< Pu...... Krvg & Hiller Cumbetlond ~ Stal< ~Z;. Code 17070 D...-...a 1__11.__ FRONT OF SUBJECT PROPERTY REAR OF SUBJECT PROPERTY STREET SCENE SUBJECT PHOTOGRAPH ADDENDUM 02010107 Bom:twet BrooII. EItatlI __ 101Foultll_ city Ntw Cumbt.l1Ind """'" ""......I<rvg&_ """"" -- Stakl ~ZipCode 17070 1Ib...- a _1__ &IInrIIIsHs FRONT OF SUBJECT PROPERTY REAR OF SUBJECT PROPERTY STREET SCENE COMPARABlES PHOTOGRAPH ADDENDUM Bcmo_ 8roob &tall __ 7f1TFOUllhStrHl Ci'Y _CIll1\Ilolland Load<< Purcell, Krvg ._, 02070107 Coualy _lid s.... ~ZipCodo 17070 COMPARABLE SALE 01 306_tlIStrHl _CumborIInd Da1el)fSak: 07.os.o1 So1< Pri<o 99,_ Sq. Ft. 1,146 SISq.Ft. 54 COMPARABLE SALE, 1 .",HlIoIdo_ _C_ Ila1eofs.lo, 05-11.01 s.l<Pri<o 101,_ Sq. Fl. 1,200 lISq. Ft. , 15 COMPARAIlU SALE, 3 713_._ _C_lId Ila1eof...., 10-1&.01 Sate Price ..100 Sq.Ft. 1.650 SISq.Ft. , 55 COMPARASLESPHOTOGRAPHADDENDUM 02010101 Borrower IlroMs EItIte _Add.... 7V1 Fou""_ c"" _Cundlortand Lend<< ,.....1. Knlt"- CUmborland CounIY State ~ZipCodc t7010 Robert R. Jones AfI........ COMPARABLE SALE # 1 306 fIow""'_ _c__ Data of Sale ; 07.03-01 s.Jc Price ..BOO Sq.Ft. 1,144 S/Sq.Ft. 54 COMPARABLESALE.2 407HI__ _CumberlInd DatcofSalc: 05-1'.01 SokPria> 101.110O Sq. Ft 1,200 S/Sq.Ft. 15 COMPARABLE SALE #J 11'Hordlng_ _CumIIortond o.tcofSelc: 10.-19-01 s.lcPricc 10,100 Sq. fL 1,650 S/Sq. Ft. 55 Borrower I Client aroob EsIIt. _A........ 707 Fourth_ Cily Haw Cumbartand CounlY Cumbe~and s.... PA Zip Code 17070 Lender Purcall. Krua & Hiller 11.0' 2Jl.O' 39.0' 20.0' 23.0' 20.0' 23.0' 11.0' 11.0'" 28.0' 28.0' I SKETCH CALCULA-noNS I D I I A1 : 28.0 ,,23.0- ....0 I ~Fnl~ I ....0 I 760.0 I CJ A:l: 39.0 ,,20.0" A3 :21!l.0 "3.0- ".0 I --- ....0 I Total UvIrV A... 1508.0 D M: 11.0 )(20..0- 220.0 Allatl1ed Garage 220.0 To'" G-.ge AIU 220.0 I SKETCH ADDENDUM "ole No' 02070107 Robert R. JOnetl Appralaera LOCATION MAP ADDENDUM File No' 02070107 Borrower Brooks Estatl Property Ad..... 707 Fourth_ Ciry New Cumberland Lon"" Purcell, Krug & Hallor Coun'Y Cumberland ..... ~Zipc"" 17070 Ol.It6syot RobeIt R.JOnes(711)652.6600 COMPARABLE SALES INJ'ORMA TION CONPMNU. SfU.# 1 AdlhsJ 306 11TH ST n.teo'~ 01-01-01 SlkPrxe 99 gOO RoomeGID-TcMl1Utamf~~1!.IhlI 2 GnIul..itill.lAn\l. 1 846 o CONPARABL! . 2 ~. 407 HI~L9IDE RD Duo'S. OS-ll-Ql SIIlIPnc.. 101 900 RoomCaqaj..ToWl\oaIIlf~-L--8IIhI 1 Grvn LimI.v. 1. 200 tl1 t D. 1-\1 wsw CONPARABIJ!: SALE. 3 Mhs. 713 HARDING ST OIlufSl1e ID-ElI-Qt !WePrxe gO 100 Ro.aCauat.TolIIRo_~-4....-8IIblI 2 GronUnl8.v. 1 650 'M ..... Robert R. Jones App,.iHl'8 REV.,,,,,,,,.,,.,,,. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER 21 02 0493 Brooks Harrv R All property jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 73,143.85 2. PNC Bank Corp. Stock 1,310 shares of Common Stock @ $55.8351share (See attached PNC letter.) Delaware Investments - Balanced Fund A Class - Mutual Fund 186.953 shares @ $15,441share (See attached Delaware Investments letter.) Principal Financial Group - Mellon Investor Services 924 shares of common stock @ $27.971share (See attached Principal letter.) Met-life 425 shares of common stock @ $31.731share (See attached Met-life letter.) 2,886.55 3. 25,844.28 4. 13,485.25 TOTAL (Also enteron line 2, Recapitulation) $ (n more space is needed, insert additional sheets of the same size) 115359.93 o PNCADVlSORS PO BOX 308 Camp Hill, PA 17001-0308 (717) 730-2275 June 13,2002 Attn: Howard B. Krug Esq. Purcell, Krug & Haller 1719 North Front Street Harrisburg P A 17102-2392 Dear Attorney Howard Krug: As per our phone conversation today I am sending you the Date of Death Values for the Harry R. Brooks Trust Account 27-27-001-1086093. Please see the enclosed for a list of assets and their value for this account. I am able to give you the information for the Trust Account only as we discussed. As for a Date of Death value for the 1,310 shares ofPNC Stock that would be $73,143.85. The Income from the Catherine R. Brooks - Harry R Account was distributed to the Harry R. Brooks Account on 5/3/02 and no other income was received by the account as of Date of Death. Please contact me with any questions that you may have at the above number. Sincerely, ~t( Q. ~ Debra A. Smith Assistant Vice President Enclosure A member of The PNC Financial Services Group 4242 Carlisle Pike Camp Hill Pennsylvania 17011 Delaware Investments'. A member of Lincoln Financial Group' June 25, 2002 Howard B, Krug Law Offices of Purcell, Krug & Haller J 719 North Front Street Harrisburg, PA 17102-2392 2005 Market Street Philadelphia, PA 19103-7094 Re; Delaware Balanced Fund A Class Account #2-5021188700 Harry R. Brooks 00168688 250 Dear Mr. Krug; I am truly sorry to learn of the death of Harry R. Brooks. Please convey our condolences to the family on behalf of Delaware Investments. I received your request for the date-of-death balance of the account listed above. I will be glad to provide you with this information. The Delaware Balanced Fund A Class is a mutual fund with a fluctuating price per share. On May 9, 2002, Harry R. Brooks owned 186.953 shares of the Delaware Balanced Fund A Class. The net asset value of the Fund on that day was $15.44; therefore, giving the account a total value of $2,886.55. If you have any questions, please feel free to contact our Service Center directly at 1-800-523-1918. I hope that you will continue to look to Delaware Investments to serve your investment needs and that we may have the pleasure of serving you in the future. Sincerely, ~ <4f~r1un Jeannine Hayden Client Service Representative Delaware Investments is the marketing name for Delaware Management Holdings, Inc. and its subsidiaries. www.J.elawareinvesonents.com @ Mellon Mellon Investor Services July 8, 2002 Law Offices of Purcell, Krug, & Haller Attention: Mr. Howard B. Krug 1719 North Front Street Harrisburg, PA 17102-2392 RE: Principal Financial Group, Inc. NC: Harry R. Brooks Investor ill: 125113888133 No. of Shares: 924 Control #: 200207087566 Dear Mr. Krug: Thank you for contacting Mellon Investor Services regarding the transfer of shares of Principal Financial Group, Inc common stock due to the death of the registered shareholder. In order to complete this transfer, please send us the following: I. A letter of instruction indicating whether you wish to re-register the shares or re- register the shares and then sell. 2. The name, address and taxpayer identification number (Social Security number) of the person to whom the shares will be transferred or to whom the check will be issued. 3. A certified copy of the court appointment of the estate representative, dated within 60 days (6 months for a New York decedent). lfthe estate is now closed, we will accept a certified copy of the final accounting statement. A photocopy of the will is required only if the final accounting statement does not list how the assets of the estate were distributed. (The term "certified" means mat the document has an original signature and seal affixed.) 4. A signed, completed stock power form. We have enclosed a stock power form in this mailing for your convenience. The signature must be signature guaranteed with a medallion imprint provided by a commercial bank, trust company, securities broker/dealer, credit union, or savings association participating in a medallion program approved by the Securities Transfer Association, Inc. Unfortunately, no other form of signature verification can be accepted. P,O, Box 4444 . South Hackensack. NJ 07606-2044 www.melloninvestor.com A Mellon Financial Company'" At the date of death, May 09, 2002 the price of Principal Financial Group, Inc. common stock closed at $27.97. Currently, as of close on July 5, 2002 the price ofPFG, Inc. common stock closed at $27.70. For informational purposed, Mr. Brooks account key for his shares ofPFG, Inc. common stock is BROOKS---HARRROOOO and his investor ID is listed above along with the number of shares. How to Communicate with Us Please forward this information, along with a daytime telephone number, to: Mellon Investor Services C/O Principal Financial Group P.O. Box 4425 South Hackensack, NJ 07606-2025 If you have any additional questions or concerns, please call our Demutualization Center at 1-866-781-1368. How to Communicate with Principal If this change also applies to the insurance policy or contract, please contact Principal directly. You may call your account representative or the customer service number found on your billing statement. You may also call the Principal directory at 1-800-689-9625 to reach the proper office. We appreciate the opportunity to assist you with this transfer. ~i-,i2~ - uis D Diaz.- j Mellon Investor Servic MetLife' Financial Services Howard B. Krug 1719 North Front Street Harrisburg, P A 17102 Sept. 6, 2002 Dear Mr. Krug: Mr. Harry R. Brooks had two MetLife Life Insurance policies: Policy #11582962 A Issued 6/23/1937 Death Benefit $24,091.88 Owner: Harry R. Brooks Insured: Harry R. Brooks Policy #12258922 A Issued 11115/1938 Death Benefit $23,202.98 Owner: Harry R. Brooks Insured: Harry R. Brooks Mr. Harry R. Brooks also had 425 shares of MetLife stock. The stock was transferred to Harry R. Brooks Jr. The value of the stock at Mr. Brooks' death was $31.73/share. This is all the assets that were held by MetLife. Thank You, Douglas A. Darling Account Rep. 56-L lil. inStJIanc. and"'_ _ by Melropobl Ufo _ Company, New vOlt. NY 10010. tAJlual funds oIIered by MeIUfe _, Inc., New VOlt. NY 10010. REV.,..",.".," ~. ..~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Brooks Harrv R FILE NUMBER 21 02 0493 In~ude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivol$hip must be disclosed on Schedule F. 3. DESCRIPTION Colburn Insurance Services Refund received on 8/12/02 Accl. # 432580 (See attached check and letteL) PNC Bank, 331 Bridge Street, New Cumberland, PA 17070 Checking Account # 5140007522 ($2,813.45 + $.01 accrued interest) (See attached PNC letteL) PNC Bank, 331 Bridge Street, New Cumberland, PA 17070 Savings Account #5130042623 ($99,329.29 + $4.05 accrued interest) (See allached PNC lelleL) VALUE AT DATE OF DEATH 336.74 ITEM NUMBER 1. 2. 2,813.46 99,333.34 TOTAL (Also enter", lineS, Recapit"la!i",) $ (If more space is needed, insert additional sheets of the same size) 102483.54 ~: mSMCOlbum Insurance Service ::,. , :...t" 'f;:_. ", '{~' August 6, 2002 One International Plaza, 4th Floor Philadelphia, PA ]9113 ___n___ __ (610) 833-1800 ]800-COLBURN Fax (6]Oi 833-]829 www.colburn.com 1, . Estate of Harry R. Brooks Attn. Harry R. Brooks Jr. 707 Fourth Street New Cumberland, Pa. 17070 RE: Pennsylvania Medical Society Medical Insurance Refund Group#24902020 Account#432580 Dear Subscriber: We are enclosing a check in the amount of $336.74 representing a refund due on your Medical Insurance program for the following: Subscriber Action Effective Harry R. Brooks Cancellation 6/1/2002 Please call 610-833-1800 with any questions. Sincerely, Medical Insurance Department USI COLBURN INSURANCE SERVICE Enclosure/Check .:::.-jC\ 30 /pac , ,. (~ . 5'. ~. "". f- ~ '. ~;~ ~ ~: PARTNERING TO DELIVER SUPERIOA SERVICES TO OUR CLIENTS T_"'IIlii.~"~['I"'I'\I:l~'_:J:II"":I''''~.'':I;{fJll""'_:'''''''M'L'~=_:I<'~:I'_'''''U.''I[''''I'':.I:lh..i..1.:t":I":I:_"'::l_~I::ao'::I.".::a:11.1_..........I.:.l.::a.-....,~...I:I.._::I~....:.:::L . 1:!I!I.~~~~~~~T~~~~gAe Service (> ~,~,~i~'t,rJ~"~~~ST te::l~~~E 5893 0 SUITE 400 PHILADELPHIA. PA 19113 610/833.1800 "'V~Dvnl" '1"""VnI'\l""E: ~~nvt"c Ref Nbr 000645 Paid 336.74 MED COV 6/1/02 Invc Nbr 432580 REF Amount Doe Oeser REF / CANC Invc Date 8/6/2002 , 62-47/311 CATE 058930 8/12/2002 58930- Net Check Amt . 336.74 AMOUNT $*****336.74 PAY Three Hundred Thirty-Six and 74/100----------------------------------------- Dollars TO THE ORDER Of ~.~ ~~ YJd ESTATE OF HARRY R. BROOKS VOIO AFTER leo OAYS lo. ,_.~.......,.,..I.;r..::J~._..,~.I.."~~:I.,.'_...;r~~IJ...=_,,.'_..I.'........"":IQ",.........;r:.=-=I:I.........r1.......-......,......._.,.11.:.:1::1'.'_. 11"058'13011" 1:03.WOI,?I,I: . '10 1, 0 .0011" .., "-' o PNCBAN< July 1.2002 Howard B. Krug 1719 North Front Street Harrisburg. P A 17102-2392 RE: Estate of Harry R. Brooks. deceased SSN: 179-36-8969 DOD: 5/9/2002 Dear Mr. Krug: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account #5140007522 Established 10101/1971 HARRY BROOKS OR CATHERINE R BROOKS DOD balance: $2,813.45 + $0.01 accrued interest Savings Account Account #5130042623 Established 07/0111977 HARRY BROOKS OR CATHERINE R BROOKS DOD balance: $99,329.29 + $4.05 accrued interest Safe Deposit Box #129B Established 07/05/1987 HARRY R BROOKS CATHERINE R BROOKS Located: NEW CUMBERLAND BRANCH 331 BRIDGE STREET NEW CUMBERLAND PA 17070 717-774-8743 Page I of2 Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any ofthese items, please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, Rachelle Wells 1-800-762-1775 P7-PFSC-04-F 500 fi"t Ave. Pittsburgh PAl 5219 Page 2 of2 Member FDIC REV-1510EX.(I-971~_ ..~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER 21 02 0493 Brooks Harrv R Th~ schedule must be oompleted and filed ~ the answer to any of questions 1 through 4 on the reve"e side of the REV-1500 COVER SHEET ~ yes. DESCRIPTION OF PROPERTY %OF ITEM IMClUDE THE NAME OF THE TRANSFeREE, TliEIR RELATIONSftPTO CECWENT N'lD THE DATE OF TRANSFER OATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE NUMBER AnACHA COP'!' OF THE DEED FOR REAL ESTo\TE. VALUE OF ASSET INTEREST llFAPPLICABlEI 1. Harry R. Brooks Trust Account 276,148.99 100, 276,148.99 27-27-001-1086093 ($275,915.04 + $233.95 accrued interest) (See attached Trust-Ease Agreement & PNC letter.) 2. Principal Financial Group Annuity 13,373.79 100. 13,373.79 ($13,373.79) (See attached letter and check.) TOTAL (Also enter on line 7, Recapitulafion) $ 289 522.78 (If more space is needed, insert additional sheets of the same size) o PNCADVlSORS PO BOX 308 Camp HilI, PA 17001-0308 (717) 730-2275 June 13,2002 Attn: Howard B. Krug Esq. Purcell, Krug & Haller 1719 North Front Street HarrisburgPA 17102.2392 Dear Attorney Howard Krug: As per our phone conversation today I am sending you the Date of Death Values for the Harry R. Brooks Trust Account 27-27-001-1086093. Please see the enclosed for a list of assets and their value for this account. I am able to give you the information for the Trust Account only as we discussed. As for a Date of Death value for the 1,310 shares ofPNC Stock that would be $73,143.85. " The Income from the Catherine R. Brooks - Harry R Account was distributed to the Harry R. Brooks Account on 5/3/02 and no other income was received by the account as of Date of Death. Please contact me with any questions that you may have at the above number. Sincerely, ~4 (} ~ Debra A. Smith Assistant Vice President Enclosure A m9lbc.r of The. PNC Financial Services Group 4242 Carlisle Pike Camp Hill Pennsylvania 17011 IlltatAlVal...Uaa Oate of DMth: Valuation Date: P_inq DatAl: 05/09/2002 05/09/2002 06/12/2002 hta... of: _ IlIllllOllS Il&port !l/P<O' Da'" of IlMth _ of _iU.., 11 rue ID: 1086093 Sbanl or Par Ilo&o udJor Div ancI lot S8clII:1ty AdjuI-.ta Acerua11 VatUI Socurity o.acripUon Bigll/.-ok Low/Bid 1) 7935.667 ~ FDS 109192856(1 DI'1'IIl r;on _!r IWlDAQ 0510912002 82,292.87 10.37000 Bid 10.370000 94.92 21 ((02.848 B~ FDS 1091928(06) _ IlIS'rL IWlDAQ 05/0912002 45,921.70 10.(3000 Bid 10.430000 59.57 3) (934.418 ~ FDS (091928622) PA TJ\XJ'REE INS IWlDAQ 05/09/2002 53,242.37 10.79000 BId 10.790000 59.06 4) 402.834 BtACKROCK FDS (091927731) llML V1lL Ell INS IWlDAQ 05/0912002 6,74.7.41 15.75000 Bid 15.750000 51 314.156 ~ FDS (0919288511 HICP GIl EQ INS IWlDAQ 05/0912002 2,588.73 B.24000 Bid 8.240000 6) 605.501 ROWE !r PRICE ~ lD INC (7795781031 CCH IWlDl\Q 05/09/2002 11,575.99 19.28000 Bid 19.280000 7) 286.(42 ann sm REBB CAP 'Ill (857915100) IlZSB AIlRllllIl A IWlDAQ 05/09/2002 9,985.37 3(.B5000 Bid 34.860000 8) 584.609 8LACKRCCK FDS (0919278(8) MLANCI:D INSTL IWlDAQ 05/09/2002 7,545.59 13.08000 Bid 13.080000 9) 670.017 PIDELIft AIIVISOIl SI1\ 1 (315805598) DIV GIlII' IIIS1'L IWlDl\Q 05/09/2002 11.07DOO Bid 11.07000D 1.00000 1.000000 19.22 1.0000D 1.000000 1.18 2,785.86 7,417.09 10) 45610.9 INIXIGH:ASJI IIl\IIS_ (1VP0001l 05/0912002 (5,510.90 111 2785.86 PIlIIICIPAL CASlI I1lVES'I'ID (1VP0002) 05109/2002 ~1 '!b1. npDl't ".. produced with eatateval, . produce of hut. valuations' Pr1ci.nq Systems, Inc. If you have questions, pI.... contact IVP Sflteao at /8181 313-6300. fReviaian 6.4.0' ....YA~lm wa_. U:"U~/2Q02 '-'''119 Daca. 06112/2002 . - --.-........ II8pOn t'Jpe: Daca .., lloatI. _oII_u..:U 1'1l0 ID: 1081013 0" row vat..: rotal Al:CNa1: row : $2'1'.'15.0' 233.95 t'16;148.99 ~2 tIl1. -"" wu prodl1ced with Z.u.teVa1. . prodac:~ 011 hu.b YIIluaU..... , Prt~ 1Iya~. IDe. If you ha.. qu..U...... 1'1.... __ EVP 1Iya~ .~ (8181 D3-nOO. (Mri.tOll '.4.01 ! .{.-: .'~.;. /.. L' f:()~p I.' BARRY ll. B1lOOKS. . ""'by en-. . truIt WlIh PHe Bsnk, N';' . AsIocfaUDIl. U TruItM. and dIrIc:t 1bat... T...e ..../1 hold adlnvwt !lie uuts of tllII truIt upon Ill. flIIIawfng l8nns: . . 1. p.,....... oIlncama and PrIiacIpat A.-- DuIfng myllldme. Tr1llte..hall PlJlIlenetlnaameto m., quartedy. and Trustu ml'YIII8 .11 or pert of lIle pail_ farrny bendt or far 1Il.1IenelIf Otmv~nd andfor children. TlUlteuha/1 hlMt no IlabIIIly for erry eucIl ptyIIItIIC /IIIlI. In goad fdh. 8. On my dnfh .. uncIstrlbuted prlnclpet .net lIIcomelll8D (Nlet:tone by pl8cfng your lillt1~ .. box btI_ de,.. dNItwdJ: .' Q be pUt to mywllelhuaband. or IIIhW1le do.. notlUlVlw m..1n equlllhares to my c:ll1I.lren IMng It myd88lll8Rd to the IIaua living at my d.1fh of ay of my cIIIIdrM wfIo predllCUl8 m., such lis". to IIlce III. equalehaAl my der....d child would h.. NCIIved If IIvklg. For th. purpou of tIlJs par8Qlllph. my W1reAtusband slid be d.mad to hlwluMved 1M It.... CII'der of oW'deaths II not c1..r. or II be pIkf to my... . 2. MInors and rnc.p.....c.,j PeJscms: TIUIIIe need not pay Incom. or principal to any poISOn who II . minor or who TRIIIae _a.u.. II /nGapalll. of man.gIng hilt or liar own.tran. Inttead. TIUIte. may use Ill. Income or prfnclpll to pay tllat pe..... _1_11 dIi...;It and. _lit (or .ny trust held far my w1felhum.nd. IMV malee PIIYft\InlII without further rwpcmslIJIIIr to 8ftYOIlI hevfng the CllAI of control of lhlt peIIllfI. T,.,.. may IIaId lIIIfIIQlt..dt.d fundi Jl8YIbIe to rn/nca unal IIIey IUCft majorlly. NotwlIh8tllndlnp Iba Ibow. dlncome paylIbIetomywifelhusblnd rutbepllldto.CWlpp/lld dlrac:tlyfor. hernalm at ". qtI8II':lfy. .. Proa.cdve PnIYIIIon: No Interest In Income or ~IIIIIIII b. IUbJect fa anllc:lpalfol1 or ...;g.anintbye bel.d:llr.y. cwlNlilatll6lD anyonehIviV. dUn I18l1ln1C. ben.fcllry. be(oreactull payr"lnt to IIle -'''lV. . . . ... TnIs..... Powua: In.ddIIon to lhe paw... granted to TruIlee by 'av. TMlee aha" hllVlt lIle power to reIIIn any PJOPIIly It IhaII receln ........11; to InftIt _I... lit In 811 farms of prupnrty N11dnO lIIlY COI..",tIft trultlUnd .Ad by TruIae .nn'" of1he 1'rvatH: to m. diltlfbudansln cn. or In Idnd; to bolrDW or pledge..... at my fIqIIeIl; to ...... __ to IlIlhenge or un .... or JlII'I'll1ll property PublIcIV or privItafy for 8UCII pricea u 1 d..... prapar and to hold 1rlII.....anCa In nomln.. nm.. .... Dutil Tun: UnI.. my WDI pjcMd.. aIIIefWIIe.1If'I deaIIl.... on my ....,.."'.dlng blIt8It8Rd pen.... 8lIIlbut8bl. to tII. ~.~ oflhll tnIItl/llll be paid fIom lbat porion or such prfnclpa/ lUbleattothe ~.... .. AddlClolII: WIIh the appmaJ ofTlIIIfH. property may fleldded to tIItIlnIIL ~. . . . ' ,. . ' 7. ~ ...,.... .MOb............"...... dIIl.lrICf to.... TnIIIiIedulfng mt/rellme. """"1IlIr1lllan.".., me..,. wdIIIn...... If,.,... d. ;~.lIlItl"lIllpl""'lD IdmIIdIW IIIII.IIMY..,'" flInd 10 1M, .10 .,...... ....... enl&dlill lie Incame .1ilI.... the Income IppI/ed for......... .' . . . . .. Feu: 1'NIIIe.....JIlJ.l:UDliIpIIL . ~1t..lllhIduIeafnd.....lFIctlramllmelill.tIm.. -'.'-." - - . . ._~ .... ."- . -," :.... .. Ln: TIre.... oflll fruit.. Pen.,.... and IIlaII be governed by Pennaylvllnllllew. . D8Ied: . ;J/~ .1,!l '. . J~".l? &~~ IWlRY lV. BROOKS , m ptlId: PHC Sink, Nellon.1 AAocldon /7k~~-(//L . ~JIG"~~%;;;/~ ~..,.:~/ ~ ~ . ':.:- ~_'" (. . ," '..- 04.' ''II . l.. " . -. - ,., f,OIlllONWlALtH OFPlNNSYLVpM- COUNTYOP ~~~,.... I' - .. . . - on~_af c~.A'l&.1t2t............-.nvlfrl- JWW,Y 1l. BROoKs .~.",~ r.....,pCll. tobetbe ......_ _C\"""'" foI-cIoIng 1nItM'Ilent."" WIlO dUIr ..1.IJbtJpcI haVInG .a,. ~ the..... for'" pII1l HIT..... _dldMCL ~-" ~.' ...... _. .. . . '. .' -IN WlTNEBI WHERlOF,I h........ my hind and otIaI8I88IL ..---.:..- c/~~/ _ NOTARIAl. SEAL. CHERYL L. DeveRE. *'-Y P\lbIIC ..000ol~~~ . COMMONWEALTH OF pINNIYLVAN!A COUNTY OF . . :sa. . . on this 5"" claY of WI/! At!1I . tltt. befonl me pIIIOlIaIIv appeared t!IM../Z.#1A-M/$ /J. A~ . wI\lllCknowl.dgedl...aaIfIb.....'to be anJWh'ntVlce Pm!dlll' .., PNCBank.Nallamd~ .........nIlIonaI ballIdng 1a,r,,,llJon, _ being dulyauf,...UdIo do eo, execut~'1 lbe foregoing tnstrumll11 cmblludf of PHe Bank. NalIOnII J\ilIU ...n for the JlIIIIlCII" tt.eteIn contained. IN WITNESS WHEREOF. I hemmto .. my hind and olIIdII..... _ft1l'1r!.~.7t?~ .r.<(t./ NGl*Y PubIIG ~ ..I!.!.!....;....I.:.;.... ~ ::nr'_ r I .,.....~..~ ,'''_" " I Ham:r.:: _......... .". ......./.t.:~ M: Cf:.;~:.:;:,::; ':;:':6~::;:;; f~':':_3., i Del. renn::li".ln-.: !~.....ii .,' .~ - .. 'Il.".u..::.es ~0m:712 (Rev. AugusI1994) Department of the Treasuy Inlernal Rever'lut Service Decedent-lnsured 0 Be Filed b 1 Decedent's first name and middle initial HARRY 5 Name and address of insurance company Principal Life Insurance Company 711 High Street Des Moines, IA 50392 6 Type of policy CURRENT YIELD ANNUITY 8 Owne~s name. If decedent is not owner, attach copy of application. life Insurance Statement OMB No. 1545-0022 the Executor Wrth United States Estate Tax Return, Form 706 or Form 706-NA 2 Decendent's last name 3 Decedent's social security number 4 Date of death BROOKS if known 179368969 05092002 9 Date issued 7 Policy number 0064311 10 Assigno~s name. Attach copy of 11 Date assigned assignment. 12 Value of the policy at the time of assignment 05/14/1986 13 Amount of premium (see instructions) 14 Name of beneficiaries THE ESTATE OF HARRY BROOKS 5003.86 15 Face amount of policy 16 Indemnity benefits 17 Additional insurance 18 Other benefits 19 Principal of any indebtedness to the company that is deductible in determining net proceeds 20 Interest on indebtedness (line 19) accrued to date of death 21 Amount of accumulated dividends 22 Amount of post-mortem dividends 23 Amount of returned premium 24 Amount of proceeds if payable in one sum 25 Value of proceeds as of date of death (if not payable in one sum) 26 Policy provisions conceming deferred payments or installments. Note: If other than lump-sum settlement is authorized for a surviving spouse, attach a copy of the insurance policy. 13373.79 76.95 27 Amount of installments 28 Date of birth, sex, and name of any person the duration of whose life may measure the number of payments. 29 Amount applied by the insurance company as a single premium representing the purchase of installment benefits 30 Basis (mortality table and rate of interest) used by insurer in valuing installment benefits. 31 Was the insured the annuitant or beneficiary of any annuity contract issued by the company? 0 Yes IZJ No 32 Names of companies with which decedent carried other policies and amount of such pOlicies if this informalion is disclosed by your records. Signature a ion)> 11/26/2002 Instructions Management an Budget at the addresses listed in the instructions of the tax Paperwork Reduction Act Notice.-We ask for the infolmation on this return with which this form is filied. DO NOT send the tax form to form to carry out the Internal Revenue laws of the United States. You are either of these offices. Instead, return it 10 the executor or representative required to give us the information. We need it to ensure that you are who requested it. complying with these laws and to allow us to figure and collect the right Statement of insurer.- This statement must be made, on behalf of the amount of tax. insurance company that issued the policy, by an officer of the company ihe time needed to complete and file this form will vary depending on having access to the records of the company_ For purposes of this individual circumstances. The estimated average time is; statement, a facsimile signature may be used in lieu of a manual signature Form Recordkeeping Preparing the form and ~ used, shall be binding as a manual signature. 712 18 hrs., 25 min. 18 min. Separate statements.-File a separate Form 712 for each policy. If you have comments concerning the accuracy of these time Line 13.-Report on line 13 the annual premium, not the cumulative esti'nates or suggestions for making this form more simple, we would be pre!flium to date of death. If death. occurred after the end of the premium haDIw to hear from you. You can write to both the IRS and the Office of penod, report the last annual premium. Cat. No. 10170V Form 712 (Rev. 8.94: Form 712 (Rev. 8-94) __ Living Insured (File With United States Gift Tax Return, Form 709. May Be Filed With United States Estate Tax Return, Form 706 or Form 706-NA, Where Decedent Owned Insurance on Life of Another Page 2 SECTION A-Generallnformation 33 First name and middle initial of donor (or decedent) 34 Enter flrsl name and mi 36 Date of gift for which valuation data submitted 37 Dale of decedent's death for which valuation data submitted Last name Enter last name ~ ~ Social security number XXX XX XXXX Enter date Enter date 35 SECTION B-Policy Information 38 Name of insured 39 Enter name of insured 41 Name and address of insurance company Principal Life Insurance Company 711 High Street Des Moines, IA 50392 42 Type of policy Enter t e of olic 46 Gross premium Enter ross remlum 48 Assignee's name Enter assi nee's name 50 If irrevocable designation of benefiCiary made, name of 51 Sex beneficiary Enter name of beneficia Enter sex 54 If other than simple designation, quote in full. (Attach additional sheets if necessary.) Enter text 55 If policy is not paid up: a Interpolated terminal reserve on date of death, assignment, or irrevocable designation of beneficiary b Add proportion of gross premium paid beyond date of death, assignment, or irrevocable designation of beneficiary c Add adjustment on account of dividends to credit of policy d Total (add lines a, b, and c) e Outstanding indebtedness against policy f Net total value of the policy (for gift or estate tax purposes) (subtract line e from line d) 56 If policy is either paid up or a single premium: a Total cost, on date of death, assignment, or irrevocable designation of beneficiary, of a single-premium policy on life of insured at attained age, for original face amount plus any additional paid-up insurance (additional face amount $Enter amount) (If a single-premium policy for the total face amount would not have been issued on the life of the insured as of the date specified, nevertheless, assume that such a policy could then have been purchased by the insured and state the cost thereof, using for such purpose the same formula and basis employed, on the date specified, by the company in calculating single premiums.) b Adjustment on account of dividends to credit of policy c Total (add lines 56a and 56b) d Outstanding indebtedness against policy e Net total value of oli (for ift or estate tax u subtract line 56d from line 56c Signature ~ Trtle ~ Face amount 45 Issue date Enrerfaceamt Enrerdare Frequency of payment Enter fre uen of ment 49 Date assigned Enter date 53 Date designated Enter date Sex Enter sex 44 47 52 Date of birth, if known Enter dob Enter amt Enter amt Enter amt Enter amt Enter amount Date of Certification ~ 40 Date of birth Enter dob Enter amount Enter amount Enter amount Enter date IIIP'" , ",. ff::,nciaJ Principal Life Insurance Company Des MOines, IA 50392-0001 ESTATE OF HARRY RAMOND BROOKS C/O HARRY BROOKS JR EXECUTOR 2904 DERRY ST HARRISBURG, PA 17111 DEATH CLAIM - ANNUITANT -HARRY BROOKS DATE OF DEATH VAL\lE - $ 13373.79 SHORT TERM INTEREST - $ 76.95 (TAXABLE 2002) FEDERAL WITHHOLDING - $ 1054.74 NET BENEFIT PAYABLE - $ 12396.00 AMOUNT TAXABLE GAIN - $ 10547.43 (TAXABLE 2002) STOCHK K 10988946 07/17/2002 (Detach and Retain for Your Records) $12,396.00 WVA!.U DB L-_~~ ~ AUTHENTICITY ~~THIS MULTI-TO~~ SECU~n: DOCUMENT. . ~ CHECK BACK~AOUND AREA CHAN,~R ~RAO~~Y..~f!~ TOP TO BOTTOM. J . '. '.. .' __..............ZO'''....., .1'; .. Principal Life Insurance Company. Des MOines, IA 50392-0001 . . .. K 1il9S8946 70-23821119. Dale 07/1.7/2002 NOT VAllO AFTER \80 DAYS CONTRACT NO 0064311 Amount $********12,396.00 Pay To ESTATE OF HARRY RAMOND BROOKS C/O HARRY BROOKS JR EXECUTOR 2904 DERRY ST HARRISBURG, PA 17111 .;;;;;;;;;;;;;;;;;;;;;;;~~;;;;;; .",....",,,,,..,,,.. . - ."", . . -".. '..,.."",~ ... "", "" """"'",, -'''. "."" ",,,,,,, .."", .""..: """" ."", ,"'""" 81 ;~~~~~':.:..<~-:o;-:-:o!:-:-:-:-:-:o:-:-:-:~~~~~~~~ TWELVE THOUSAND THREE HUNDRED NINETY SIX AND 00/100 -----_____ The Northern Trust Company, Chicago, Il 0710 Payable Through Northern Trust BankJDuPage, Oak Brook, IL Aulhonzed Slgnaturels) II". 1..0~BB~"E.II" ':O?~ 2:lB 2BI: O:lO.SE.2DOII" .. ?Y" nDf<":l"""', """'...."*""....u...OCO" '."'"""" ~_r"w .............._ .~.,...............,~ "".......... ............. .,................ ...,""....--.....--.- ....-....-..- ""~""'."..,,~. .,.~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Brooks Harry R 21 02 0493 Debts of decedent must be reported on Schedule I. ITEM NUMBER OESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Stone & Murray Funeral Home 7,524.00 2. Luncheon (Coakley's Restaurant) 301.32 3. Christian Publications 20.00 B. ADMINISTRATIVE COSTS: 1. Personal Representallve's Commissions Name of Personal Representative (s) Social Security Numbe~s) I EIN Number of Personal Representalive(s) Streef Address City Stale lip Year(s) Commission Paid: 2. Attomey Fees Purcell, Krug & Haller 6,755.00 3. Family Exemption: (If decedenfs address ~ not the same as daimanfs, attach exp~nation) 3,500.00 Claimant Harry R. Brooks. Jr. Street Address 2904 Derry Street City Harrisburo Stale P A Zip 17111 Reiationship of Claimant to Decedent Son 4. Probate Fees Petition to Probate Estate 364.00 5. Accountants Fees 6. Tax Rel\lm P..parels Fees 7. Short Certificates 21.00 8. JCP Fee 5.00 9. Cumberland County Legal Journal 75.00 10. The Sentinel 87.35 11. Robert Jones & Associates (appraisal fee) 275.00 12. Register of Wills - Filing Inheritance Tax Return 15.00 13. Register of Wills - Filing Family Settlement Agreement 17.00 14. Reserved - Boyer & Ritter 2002 Form 1040 525.00 2003 Form 1041 575.00 TOTAL (Also enter on line 9, Recapitulation) $ 20 059.67 (If more space is needed, insert additional sheets of the same size) """0"""'0 ~~_ .\.~ COMlotONWEAL TH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER 21 02 Brooks Harrv R 0493 Include unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. 13.68 2. 3. 4. 5. 6. 6. 7. 8. 9. PA American Water Company Water Bill at 707 Fourth Street, New Cumberland, PA PPL Electric Bill Electric Services at 707 Fourth Street, New Cumberland, PA 18.91 Buss' Mowing & More Lawn services at 707 Fourth Street, New Cumberland, PA 212.00 AT&T Phone bill for 707 Fourth Street, New Cumberland, PA 0.73 Terminix Termite Plan Renewal contract for 707 Fourth Street, New Cumberland, PA 132.50 Quantum Imaging Medical services 33.82 Keystone Oil Contract for 707 Fourth Street, New Cumberland, PA 145.00 Keystone Oil Services for Air Conditioning unit 50.50 Shelby Insurance Insurance Policy premium 115.10 Medical Supplies 7.80 TOTAL (Also enler DIlline 10, RecapHulaliDll) $ (If more space is needed, insert addilional sheets of the same size) 730.04 REV.1513EX+(9-M~_ ~...~ COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER I-!",rv R ?1 n? Od(l:j RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS pndude outright spousal d~l1ibutiOllS, and transfers under Sec. 9116 <a) (1.2)] 1. Harry R. Brooks. Jr. Son 100% 2904 Derry Street Harrisburg, PA 17111 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE " B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS ,. TOTAL OF PART U - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (~more space is needed, insert additional sheets of the same size) . /~'A:.~~OF INDIVIDUAL , INHERITANCE TAX DIVISION \.~ DEPT. 280601 HARRISBURG, PA 17128-0601 // TAXES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX HOWARD B KRUG ESQ PURCELL ETAL 1719 N FRONT ST HBG PA 17102 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-24-2003 BROOKS 05-09-2002 21 02-0493 CUMBERLAND 101 '*' REV-1547 0: Arp (Ql-~3) HARRY R Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ... ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BROOKS HARRY R FILE NO. 21 02-0493 ACN 101 DATE 03-24-2003 TAX RETURN WAS: ( Xl CHANGED SEE ATTACHED NOTICE ) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages/Notes Receivable (Schedule OJ (4) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 100,000.00 115,359.93 .00 .00 102,483.54 .00 289,522.78 (8) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) 15,984.67 730.04 (10) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 607,366.25 (11) (12) (13) (14) 1 ~. 714 71 590,651.54 .00 590,651.54 NOTE: If an assessment was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 1.. Amount of Line 14 taxable at lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal rax Due TAX CREDITS: (15) .00 X 00 .00 (16) 590,651.54 X 045 = 26,579.31 (17) .00 X 12 .00 (18) .00 X 15 .00 (19)= 26,579.31 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 08-08-2002 CDOO1495 1, 328.97 25,438.00 TOTAL TAX CREDIT 26,766.97 BALANCE OF TAX DUE 187.66CR INTEREST AND PEN. .00 TOTAL DUE 187.66CR * IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) .. REV_1470EX (6-8B) '*' INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT, 280601 HARRISBURG PA 17128.0601 DECEDENTS NAME FILE NUMBER REVIEWED BY ACN 2102-0493 101 BROOKS,HARRY R Kathryn Harbilas ITEM SCHEDULE NO. H B-14 EXPLANATION OF CHANGES The claim for the family exemption has been disallowed. The claimant must be a spouse or if no spouse, a parent or child living in the same household as the decedent as of the date of death. Reduced to zero. Fiduciary income taxes are not allowable deductions for Pennsylvania inheritance tax purposes. H B-3 ROW Page 1 IN RE: IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF HARRY R. BROOKS, DECEASED NO. 2002-0493 FAMILY SETTLEMENT AGREEMENT WAIVING FILING OF ACCOUNT AGREEMENT, executed this (pitt day of tnOj , 2003, by HARRY R. BROOKS, JR., Individually and as Executor of the Last Will of HARRY R. BROOKS, Deceased. WITNESSETH: WHEREAS, Harry R. Brooks died on May 9, 2002, having first made and published his Last will and Testament dated March 1, 1999, in which he named Harry R. Brooks, Jr., as Executor; and WHEREAS, on May 20, 2002, said Last Will was duly probated by the Register of Wills of Cumberland County, Pennsylvania, and Letters Testamentary granted thereon to Harry R. Brooks, Jr. as Executor; and WHEREAS, the Executor has proceeded with the administration of said Estate, and HARRY R. BROOKS, JR. is personally familiar with the Estate assets; and NOW THEREFORE, Harry R. Brooks, Jr. being the sole beneficiary of the assets of the Estate of Harry R. Brooks, does . hereby acknowledge that he had personal knowledge of the existence and value of the Estate assets from the filed Inheritance Tax Return, attached hereto, bank statements, and other sources, both objective and personal, and that he has received, either in kind or the liquidated proceeds of all assets due by virtue of Decedent's Last will and Testament. AND, Harry R. Brooks, Jr. does hereby stipulate that in order to avoid the expense and time involved in the filing of a formal Account and Schedule of Distribution, he agrees that no Account is necessary, and he consents to distribution being made without the formal filing of an Account and Schedule of Distribution, the same to be with the same force and effect as if the documents had been filed and confirmed by the Orphans' Court Division of the Court of Cumberland County. THEREFORE, Harry R. Brooks, Jr. shall and does hereby release, indemnify, forever discharge, and hold harmless Harry R. Brooks, Jr., Executor, Howard B. Krug, Esquire and the law firm of Purcell, Krug & Haller, the Attorneys for the Estate, their assigns, executors and administrators, from all actions, suits, payments, accounts, and claims whatsoever, touching upon the Estate of the Decedent. Harry R. Brooks, Jr. also agrees that should any liability arise against the Estate of the said Decedent after the signing of this Agreement, he covenants that he will be solely responsible for satisfying same, including but not limited to any and all taxes, liabilities, claims, demands, suits and causes of action which may be successfully prosecuted or assessed against the said Estate after the signing, sealing and delivery of this Family Settlement Agreement. IN WITNESS WHEREOF, I have set my hand and seal to the Family Settlement Agreement on the date as indicated below. WITNESS: D-ttL~i ULL~ H Ct 'VL'l .~ (,L~ (. HARRY R. OOKS, JR., and as Executor of the will Harry R. Brooks, Deceased Date: _)-/~, /v3 ********************************************************************** COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND On this, the tD~ day of ~, 2003, before me, a Notary Public, the undersigned oftiQtr, personally appeared HARRY R. BROOKS, JR., Individually and as Executor of the Estate of Harry R. Brooks, Deceased, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed this Family Settlement Agreement for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. ~~. f~---~ " ' Notay Public ,',0:,',2: 0C', , ~ ^"!cc"~l ~ '::.'~lr"l ""O~rv ::':)'IJ--IIC My Commission :~~p~~~~~','5:' D~~ph:~ c~,jr;ty t ;,j:y C'::""".r:l:~~Slon Exr:1r€s Jan. 12, 2004 ~1E'r"":::';;, iJ80:1sY~\!2m3: P,ssocicUonc~ No:eries co '-:-.\ C'; cD , >- ~ "'" >=' !;:: .:..,:;. " ~. ~ Ul ~ r:.:I ~ H ;:I:: ~ '" ~ r:.:I e:; r:.:I 1'<0 '- ~ '" 1>:0 :::! e:; t9 I::- Z ~ UJ <t9 ~ 0 Ul ~ Z :E Z 0 ~~ ~ :E Z 0 ~ 0 '" :::! () '" ~ r:.:IH ~ ~ >Q ;:1::1'<0 ~ M r:.:I 0 m ..:It9 ~ 0 '" ~ E-tZ E-< () 0 E-tH ~ ~ , ~ ril :> ... J Q '" ~ tIl H <:l ~ 0 ~ Q ~ i: e:; 0 ~ '" :>< ~ ~ '" UJ ..:I ~ '" '" ~ H '" ~ '" ~ :E U ~ 0 Z '" 1'<0 <() Z H Q HM-9'B\L9' ~'.)'SSIL9..8-CSIL9..>a-<:!i'L9 ONl'j'dO,,'OOAlddI1S1V'.J3131V1S-11V HOWARD B. KRUG LEON P. HALLER JOHN W. PURCELLJR JILL M. WINEKA BRIAN J. TYLER N1CHOLE M. STALEY O'GORMAN LAW OFFICES Purcell, Krug & Haller 1719 NORTH FRONT STREET HARRISBURG, PENNSYLVANIA 17102.2392 TELEPHONE (717) 234-4178 FAX (717) 234-0409 May 7, 2003 Register of wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Harry R. Brooks Docket No. 2002-0493 Dear Sir/Madam: HERSHEY (717) 533-3836 JOSEPH NISSLEY (1910-1982) JOHN W, PURCELL Of Counsel Enclosed please find one original and two copies of the Family Settlement Agreement Waiving Filing of Account for filing in you office. Please time-stamp the two copies and return them to my office in the self addressed, stamped envelope. In addition, I am enclosing a check in the amount of $17.00 for the filing fee associated with the enclosed document. Thank you. ( j<A~) .r t \ // Howari1--B. lO-Ug - / D(- -:: /"" ~> :~:: "...,\ n" .~ Sincerely yours, , HBK/ase Enclosures d VJ ::z ::< I 0:> -c Yo B co W 0:> u.. Ct LAW OFFICES g;~ ~ & ~ 1719 N. FRONT STREET HARRISBURG, PA 17102-2392 J/IJ-OO/ l-fq~/;' Register of Wills , ,.... - '---~.- ~::..- One Courthouse Square Carlisle, PA 17013 _~.1__'~' 17013+3391 C:2 I... Ill.. .111...... II.. II ... II.., II, !!i.,,'" II II. \" \.1....11,1 "v //]-66-- Y BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 250601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT Recore:. Ref,/,' ~r ' DATE ESTATE OF DATE OF DEATH FILE NUMBER A10 :44 COUNTY ACN HOWARD B KRUG ESQ PURCELL ETAL 1719 N FRONT ST HBG "OJ MAY 16 (.:ilO'[;, PA 17~mbe"a"u I',A 'M MAKE CHECK PAYABLE AND REMIT PAYMENT TO: 04-28-2003 BROOKS 05-09-2002 21 02-0493 CUMBERLAND 101 Allount Rellitted REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 *' REV-16D7 EK ~FP [01-03) HARRY R NOTE: To insure proper credit to your account, subllit the upper portion of this for.. with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ R"EV=ir.1WEx-AFP--[oFii:3y------iiio..--iNHERITANCrTAX--sTA-iEM"E-li'r-iiF-iic-ciiiJiii--..-..ii--------------------- ESTATE OF BROOKS HARRY R FILE NO.21 02-0493 ACN 101 DATE 04-28-2003 THIS STATEMENT IS PROVIDED TO ADVISE DF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHDWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-17-2003 PAYMENTS (TAX CREDITS): PRINCIPAL TAX DUE:. 26,579.31 AMOUNT PAID PAYMENT DATE 08-08-2002 04-07-2003 RECEIPT NUMBER CD001495 REFUND DISCOUNT (+) INTEREST/PEN PAID (-) 1,328.97 .00 25,438.00 187.66- TOTAL TAX CREDIT BALANCE OF TAX DUE . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FDR CALCULATION OF ADDITIONAL INTEREST. TOTAL DUE INTEREST AND PEN. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I 26,579.31 .00 .00 .00 STATUS REPORT UNDER RULE 6.12 BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA Name of Decedent: HARRY R. BROOKS Date of Death: 5/9/02 File No 21-02-0493 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to the completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: YES~ NO_ 2. If the answer is "No", state when the personal representative reasonably believes that the administration will be complete: 3 If the answer to No.1 is "Yes", state the following: 8. Did the personal representative file a final account with the Court? YES._ NO ~ b. The separate Orphan's Court No. (if any) for the personal representative's account is: N/A c. Did the personal representative state an account informally to the parties in interest? YES ---..2L_ NO_ d. Copies of receipts, releases, joinders and approvals of formal or informal ayeounts may. . be filed with the Clerk of the Orphans' Court ~e atlaChe~ this report! C_ ;~/<.~___ . a re c--..~_.- _____----------/ --" How d B. Kruq Esquire Name (Please type or print) 1719 North Front Street Address Date: 6/15/04 Harrisburg PA 17102 (717) 234-4178 Tel. No. Capacity: Personal Representative -----L Counsel for personal representative