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HomeMy WebLinkAbout04-0610PETITION FOR PROBATE and GRANT OF LETTERS Estate of Reine Andree' Batchelar No. also known as To: Social Security No. Deceased. 137-60-D175 Register of Wills for the County of Cumberland Commonwealth of Pennsylvania The petition of the undersigned respectfully repr~cnts t~hat;~ Your petitioner(s), who Jg/are 18 years of age or older an the executors in the last will of the above decedent, dated Mar ch 16: 2004 and codicil(s) dated ', ~ in the named ,1~ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 5133 K¥10ck Road Mecb~nic.~bur~ (Upper Allen Town~hip): PA 17055 (list street, number and muncipality) Decendent, then 82 years of age, died June 22 ~ 200~ , i~ , at ~" 790 Range End Road. Dill.~burg: PA 1701.9. Except as follows, decedent di~i not marry, was not divorced and did not have a child born or adoptexi 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.) AIl 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: 5133 Kylock Road: Mechanicsburg: PA $ 400~000.00 $ 200,000.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) pre~ented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. 5133 Kylock Road Mechanicsburg, PA 17055 Peter H. Batchelar 790 R~ng~ Dillsb,,rg~ PA 17~1 q OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CU~nERIA~VD The petitioner(s) above-n&med swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the kfiowledge and belief of lf&itioner(s) and that ~ person& repr~en- Sworn to or affirmed and subscribed c ~ (/~~~ ~ b~ me this ~ ~ day of [ ' Ro6e~t D~ ~atchelar ~' , ~~ . - ~ ~J. ~ ~~/~ Peter H. Batchelar" Estate of Reine Andree' Batchelar , Deceased DECREE OF PROBATE AND GRANT OF LETTERS ..l~f~,~, in consideration of the petition on Reine AND NOW the reverse side h~reof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated March 16~. 2004 described therein be admitted to probate and filed of record as the last will of Andree' Batchelar and Letters of testamentary are hereby granted to Robert D. :.Batchelar and Peter H. Batchelar FEES Probate, L_~tters, Etc .......... g,.~";L~ ~ - ~ ~ $ '~.coo Renunciation ................ $. ~ TOTAL $~0,' ruled ~ .~. ~% ......... Joseph D ~ Buckley · ID38444 ATTORNEY (Sup. Ct. I.D. No.) 1237 Holly Pike, Carlisle, PA 17013 ADDRESS (717) 249-2448 PHONE his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Viral Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 NO. · Date H1(15 143 ~t~ 2JR7 COMMONWEALTH OF PENNSYLVANIA ' DEPARTMENT OF HEALTH ' VITAL RECORDS ~P~m.? CERTIFICATE OF DEATH ..A~ ,,.~. NAME OF OECEOENT (Ptflt Middle. LeX) SEX SOCIAL SECURITY NUMaER DATE OF DEATH (Me~l$~. Dly, Yam') EN? 3. 137 -- 60 -- NK 1. R. Andr~e Batchelar 2. Female 0175 4. June 22~ 200A AGE (Last ~;.~) I UNOER 1 YEAR ....... [] ~---13 ·~,, ~o. ~.it e ~,.~%-,~ ..=_~ u.s. ~o FORC~S? su~r~.~ ~ .. House~_fe g ,P"' ~') Married · . '~t[obert D. Ba~helar OECED~m'S~U"OA~OeESS(S~"~CJ~T~'~'S~m"Z'~C~)IDeCED~rrSAc~u~. ~TL~. Pennsylvania ~7~ Upper Allen To. ship 5133 Kylock Road ~o~ ~ v~'~ ~,. ~echantcsburg~ P~ 17055 a~.~ Cumberland ~* ~ ~'~ ~.. Jacques Denoun ~,. Henrietta (maiden Unknot) ~Mr. Robert D. Batchelar m 5133 Kylock ~oad, Mechanlcsbur~ PA 17055 ~ ~ ~(~) ~]~,~. June 25, 2004 ~,Dillsbur~ Cemeter~-Mt.~d. 2~. Dillsbur~ PA 17019 PERMANENT BI-ACK INK LAST WILL AND TESTAMENT OF REINE ANDREE BATCHELAR I, Reine Andree Batchelar, domiciled and resident at $133 Kylock Road, Mechanicsburg, Upper Allen Township of County of Cumberland, Commonwealth of Pennsylvania, declare that this document is my Will and revoke all my previous Wills and Codicils. IDENTIFICATIONS AND DEFINITIONS I am married to Robert D. Batchelar ("my husband"). I have one son, Peter H. Batchelar, referred to in the Will as "my child". II. PAYMENT OF EXPENSES, DEBTS, AND TAXES I direct my Executor to pay medical, funeral, and administrative expenses and all taxes payable by reason of my death, before any division of my estate. My Executor shall not attempt to have any part of such taxes apportioned among the recipients of property includible in determining the amount of such taxes. Proceeds on insurance on my life up to the maximum allowable as an exemption from Pennsylvania Inheritance Tax and distributions from pension and profit sharing plans exempt from federal estate tax, all of which are payable to my Trustee or any beneficiary (other than my estate), shall not be used to pay debts, taxes, expenses of administration or other charges against my estates. III. SPOUSE SURVIVING I bequeath to my Husband Robert a life estate in the residence I own and thirty (30) percent of the residual of my estate and I bequeath sixty (60) percent of the residual of my estate to my son, Peter, together with fee simple in my home subject to the life estate to my husband, and ten (10) percent of the residual of my estate to my daughter-in- law Linda. If my husband survives me but my son does not, then I bequeath to my Husband Robert a life estate in the residence I own and thirty (30) percent of the residual of my estate, the balance of the estate including the future interest in my residence shall be divided as follows: twenty (20) percent to my daughter-in-law Linda and twelve and one half (12 ½) percent to each of my three grand children and one step grand-child. IV. SPOUSE FAILING TO SURVIVE If my husband does not survive me, I give all my property which I own or over which I have testamentary power of appointment to my son Peter. Should he fail to survive me, I give all my property which I own or over which I have testamentary power of appointment as follows: twenty (20) percent to Margaret L. A. Crouch, granddaughter; twenty (20) percent to Peter J. Batchelar, grandson; twenty (20) percent to R. Scott Batchelar, grandson; twenty (20) percent to Christian A. Batchelar, grandson; and twenty (20) percent to my daughter-in-law Linda Bachelar. V FIDUCIARIES Executor: I nominate and appoint my husband Robert and my son Peter as Co- Executors of this Will to serve without bond. If either does not survive me, declines to act, or having qualified, resigns, dies, or is removed I nominate the survivor as sole Executor. If both do not survive me, declines to act, or having qualified, resigns, dies, or is removed, I nominate Linda Batchelar, my daughter-in-law, the other to serve as sole Executor to serve without bond. Powers: I give my fiduciaries, including successor fiduciaries, all the powers contained in Chapter 71 of the Pennsylvania Probate, Estates and Fiduciaries Code at the time of the execution of this Will, and those powers are incorporated by reference. VII. MISCELLANEOUS Survival Defined: No person shall be deemed to have survived me or to be living at my death if he/she shall die within thirty (30) days after my death. In testimony of which I now sign this Will, in the presence of witnesses whose names will appear below, and request that they witness my signature and attest to the execution of this Will, this l&th day of March, 2004 at 1237 Holly Pike, Carlisle, Cumberland County, Pennsylvania. REINE ANDREE BAT(~I~ELAR Reine Andree Batchelar, in our presence, signed this instrument. Before she signed it, she declared to us that it was her Will and requested that we act as witnesses to its execution. We believe her to be of ~ound mind, possessing testamentary capacity, and not subject to undue influence, fraud, or coercion. We now, in her presence, and in the presence of each other, sign below as witnesses, all on this 1 ~th day of ~, ~,at 1237 lly Pike, Carli~sle, Cumberland County, Pennsylvania. ~ ~X'x~~///~,~ residing at 1237 Holly Pike, Carlisle, PA 17013. residing at 619 Highland Avenue, Carlisle, PA 17324 COMMONWEALTH OF PENNSYLVANIA ' · SS COUNTY OF CUMBERLAND ' We, Joseph D. Buckley and Cheryl L. Bennecoff, the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as her Last Will: that she signed willingly and for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time eighteen (18) or more years of age, of sound mind, and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by Joseph D. Buckley and Cheryl L. Bennecoff, witnesses, this 1 ~th day of March, 2004. ~/ - Nota;y Plbl~c- y NOTARIAL SEAL .... " _KAREN KAY BUCKLEY Notary. Public t REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA In re Estate of REINE ANDREE BATCHELAR, Late of Cumberland County No: 2004-00610 PA No. 21-04-0610 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) TO THE REGISTER OF WILLS: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on the following beneficiaries of the above captioned estate on July 6, 2004: Name Robert D. Batchelar Address 5133 Kylock Rd., Mechanicsburg, PA 17055 Peter H. Batchelar 790 Range End Rd., Dillsburg, PA 17019 Linda E. Batchelar 790 Range End Rd., Dillsburg, PA 17019 July 6, 2003,' Notice has now been given to all persons entitled thereto under Rule 5.6(a). ~ :, ~~~12~ ;PhHo~ilyB~k~, Esquire/5 ~ Carlisle, PA 17( L3 (717) 249-2448 Counsel for the Estate of Reine Andree Batchelar THE LAW OFFICES OF JOSEPH D. BUCKLEY 1237 HOLLY PIKE CARLISLE, PA 17013 TELEPHONE (717) 249-2448 FAX (717) 249-4103 August 3, 2004 Cumberland County Register of Wills One Courthouse Square Carlisle, PA 17013 Re: Estate of Reine Andree Batchelar, Will No. 2004-006~ -o To those concerned: "" Enclosed please find escrow check #4031, in the amount, of $19,665.00 made payable to the Register of Wills as Agent, as a deposit for the inheritance tax for the above mentioned estate. Thank you very much. If you have any questions, please call my office. Very sincerely yours, JDB/clb Enclosure cc: Robert D. Batchelar Peter H. Batchelar COMMONWEALTH OF PENNSYLVANIA DEPARTMENTOFREVENUE BUREAU OFINDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV~1162 EX(11-96) NO. CD 004226 BUCKLEY JOSEPH D 1237 HOLLY PIKE CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 137-60-0175 FILE NUMBER: 2104-0610 DECEDENT NAME: BATCHELAR REINE ANDREE DATE OF PAYMENT: 08/03/2004 POSTMARK DATE: 08/03/2004 COUNTY: CUMBERLAND DATE OF DEATH: 06/22/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $19,665.00 REMARKS: TOTAL AMOUNT PAID: 9,665.00 CHECK# 4031 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA ~,~% DEPARTMENT OF REVENUE HARRISBURG. PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 2 1 0 4 0 0 6 1 0 COLNTY CeDE VEAR NJMBER DECEDENTS NAME (LAST FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I-- Z Batchelar, Reine Andree 137 - 60 - 0175 LLI DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH IMM DD-YEAR) t'~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE UJ (..) 06-22-2004 08-19-1921 REGISTER OF WILLS U.I (IF APPLICABLE) SURV V NG SPOUSES NAME (LAST, FIRST, AND MIODLE INITIAL] SOCIAL SECURITY NUMBER ~ Batchelar, Robert D. 150 -- 24 - 2836 []E Federal Estate Tax Return Required 8 Total Number of Safe Deposit Boxes ] 1 Original Return [~4 Limited Estate ] 10 Spousal Poverty Credit ,:ate of dea:h 3etc. eer '2 31 91 and I i 95;, [] 11 Election to tax under Sec 9113(A) ,:A sen O: THIS SECTION MUST BE COMPLETED ALL CORRESPONDENCE AND coNFIDENTIAL TAX INFORMATION sHOuLD BE DIRECTED TO: NAME ~Toseph D. Bu£kle¥ COMPLETEMAILINGADDRESS FIRMN E.IfA , ) 1237 Holly Pike 4,~Via~W ~lces of Joseph D. Bucklev ~ Carlisle, PA 17013 TELEPHONE NUMBER (717) 249-2448 20,983.31 (8) 1 Real Estate (Schedule A) (1) 189,000 · O0 2 Stocks and Bonds (Schedule B) (2) 423,762. 12 3 Closely Held Corporation, Partnership or Sole-Proprietorship (3) - 0- 4. Mortgages & Notes Receivable (Schedule D) (4) -O- 5 Cash, Bank Deposits & Miscellaneous Personal Prope~ (5) -O- (Schedule E) 6 Jointly Owned Property (Schedule F) (6) -O- E~ Separate Billing Requested 7 Inter-Vivos Transfers & Miscellaneous Non Probate Property (7) -g- (Schedule G or L) 8 Total Gross Assets (total Lines f 7) 9 Funeral Expenses &Administrative Costs (Schedule H) (9) Debts of Decedent Mortgage Liabilities. & Liens (Schedule I) (10) Total Deductions (total Lines 9 & 10) Net Value of Estate (Line 8 minus Line 11) OFFICJAL uSE o, f 612,762.12 (11) 20,983.31 (12) 591,778.81 (13) (14) -0- 591,778.81 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) 10 13 15 O.. 17 O ~9 20 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Amount of Line 14 taxable at the spousal tax rate or transfers under Sec 9116 (a)(12) 177,533.64 x 0__0 (15) 0 Amount of Line 14 taxable at lineal rate Z114,245. 16 45 18,64 1.03 x 0 (16) Amount of Line 14 taxable at sibling rate x 12 (17) O Amount of Line 14 taxable at c¢lateral rate x f5 (18) O Tax Due (19/ · > BE SURE TO ANSWERALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: STREETADDRESS 5133 Kylock Road ISTATE Izip CiTY Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A Spousal Poverty Credit B. Prior Payments C. Discount InterestJPenalty if applicable D. Interest E. Penalty 19,655.00 982.75 Total Credits (A + B + C ) (2) Total Interest/Penalty ( D + E ) If Line 2 is greater than Line 1 + Line 3, enter the difference This is the OVERPAYMENT, Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A Enter the interest on the tax due (1) 18,641.03 (3) (4) (5) (5A) 20,637.75 1,996.72 -0- B. Enter the total of Line 5 + 5A This is the BALANCE DUE (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS I Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; [] [] b. retain the right to designate who shall use the properly transferred or its income: .................................... [] [] c. retain a reversionary interest; or [] [] d receive the promise for life of either payments, benefits or care? [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ........ [] [] 4 Did decedent own an individual Retirement Account. annuity, or other non-probate property which contains a beneficiary designation? [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, Under p¢*alCes of perjury I d I~re that I have examined lhis !eturn including accornpany,~g schedules and statements and to the best of my knowledge and bekef it is true, correct and complete Oeciarat?o~ ~f p r e paN~r~ot ~rd'f~ n ih; personal repr~n~ive is based~n all ~nformation of which preparer has any knowledge ~G~tURE OFLff~¢~R~SRONSIBf~FCR FILI~RETURN DATE "ADDRESS_ ,~h D. ~kley, ~ulre !237\~Iollv Pike~ Carlisle~ PA 17013 <'~ ~--~ (~-~-_,L 10-6-04 ADDRESS Robert D. Batchelar Peter H. Batchelar 5122 Kylock Road. Mechanicsbur~ 790 RanE¢ Rna Ra2d ~4]]~h,rg,PA 17019 I~055 For dates of death on or a~er July 1. 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the su~iving spouse is 3% [72 PS. ~9116 (a) (11) (i)]. For dates of death on or a~er Januaw 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the su~iving spouse is 0% [72 PS. ¢9116 (a) (1.1) (ii)J. The statute does not exempt a transfer to a sullying spouse from tax. and the statutow requirements for disclosure of assets and filing a tax return are still applicable even if the su~iving spouse is the only beneficiaW For dates of death on or after July 1. 2000: The tax rate imposed on the net value of transfeFs from a deceased child twenty-one years of age or younger at death to or for the use of a nature parent, an adoptive parent or a stepparent of the child is 0% [72 PS ~9116(a)(1 2)] T~'e tax rate imposed on the net value of transfers to or for the use of the decedents lineal beneficiaries is 45%. except as noted i~ 72 PS ~9116(1 2) [72 PS ~9116(a)(1)] The tax rate imposed on the net value of transfers ~o or for the use of the decedent's siblings is 12% [72 P.S ~9116(a)(1 3)]. A sibling is defined, under Section 9102. as an individual who has at least one parent in common with the decedent, whether by blood or adoption REV 1502 EX+ (12.85) ~ SCHEDULE A COM,~ONWE~,LTH DE PENNS~'LV~,NI~, REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER (Property jointly-owned wit~ Right of Survlvorsbip must be dlsdosed o~ Schedule F) All real estate should be reported at fair morket value which is defined ~s the price ~t whic~ property would be exchanged between ~ willi.~ ~uyer on~ o willi.~ seller, neither being compelled to bu~ ~r s~ll, both ~aving reasonable knowledge of ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Res~de~t~a~ - 5}~3 Kyiock Road, ~lechanScsburg, PA 17055 I89,000.00 (See attached appraSsaS) TOTAL (Also enter on line 1, Recapitulation) J S 18~q ~ 000.00 (If more space is needed, insert additional sheets of same size.) APPRAISAL REPORT 5133 KYLOCK ROAD MECHANICSBURG, PENNSYLVANIA PREPARED FOR THE ESTATE OF REINE A. BATCHELAR BY LARRY E. FOOTE DIVERSIFIED APPRAISAL SERVICES 35 EAST HIGH STREET, SUITE 101 CARLISLE, PENNSYLVANIA 17O13-3052 (717) 249-2758 SUMMARY OF IMPORTANTFACTSANDCONCLUSIONS LOCATION: 133 Kylock Road Mechanicsburg, Pennsylvania TAX PARCEL NUMBER: 42-26-0247-017 IMPROVEMENTS: One-story detached single-family dwelling. PROPERTY RIGHTS: Fee simple imerest. OWNERSHIP HISTORY: The subject property is owned by Reine A. Batchelar. The property was purchased on April 30, 1999 for a reported consideration of $177,000 and ownership transferred on Deed Book 199, Page 10.' SCOPE OF THE ASSIGNMENT: The scope of the assignment included an analysis of the subject's area, an inspection of the subject property, an estimation of the property's highest a~d bes~ use, consideration of all three approaches to value, and the application of those relevant to the valuation of the subject. OBJECTIVE: To estimate the market value of the subject property as unencumbered. EFFECTIVE DATE: June 22, 2004. HIGHEST AND BEST USE: Continued use as a single-family residence. COST APPROACH: SALES APPROACH: $189,000 INCOMEAPPROACH: FINAL VALUE CONCLUSION: $189,000 2 APPRAISAL CERTIFICATION I hereby certify that upon application for valuation by: THE ESTATE OF REINE A. BATCHELAR the undersig~ted personally inspected the following described property: All that certa'm piece or parcel of land, with the improvements thereon erected, situate in Upper Allen Township, Cumberland County, Pennsylvania, bounded and described as follows: Beginning at a poim on the south side of Kylock Road at the dividing line between Lots Nos. 89 and 90 on the hereinafter mentioned Plan of Lots; thence along said dividing line, south 18 degrees 10 minutes east, a distance of 154.37 feet to the right-of-way line of the Pennsylvania Turnpike; thence along said Pennsylvania Turnpike fight-of-way line, south 73 degrees 49 minutes west, a distnce of 59.24 feet to a point; thence by the same, sou~ 74 degrees 15 minutes west, a dislance of 79.84 feet to the dividing line between Lois Nos. 90 and 91; thence along said dividing line, north 10 degrees 57 minutes 43 s~cends west, a distance of 151.73 feet to the south side of Kylock Road; thence along the south side of Kylnek Road along a curve to the left having a radius of 200 feet an are distance of 25.15 feet to a point; thence still along the south side of Kyloek Road, north 71 degrees 50 minutes east a distance of 94.85 feet to the dividing line between Lots Nos. 89 and 90. Being Lot No. 90 on Plan No. 10 of Fair Oaks as recorded in the Cumberland County Reeorder's Office in Plan Book 20, page 39. To the best of my knowledge and belief the statements contained in this report are tree and correct; and that neither the employment to make this appraisal nor the compensation is contingent upon the value reported, and that in my opinion the Market Value as of June 22, 2004 is: ONE HUNDRED EIGHTY-NINE THOUSAND DOLLARS $189,000 The property was appraised as a whole, subject to the contingent and limiting conditions outlined herein. Certified General Appraiser GA-000014-L PURPOSE OF Ti~E APPRAISAL The purpose of this appraisal is to estimate the Market Value of the subject property as of Smie,22~ 2004. '~ Market Value, as defined by the courts, is the most probable price estimated in terms of money which a property will bring if exposed for sale in the open market, allowing a reasonable time findirlg a purchaser who buys with knowledge of all the uses to which it is adapted and for which it is capable of being used. Frequently, it is referred to as the price at which a willing seller would sell and a willing buyer would buy, neither being under abnormal pressure. HIGiCIEST AND BEST USE Highest and Best Use is defined by the Appraisal Terminology and Handbook, published by the Appraisal Institute, as "the most profitable likely use to which a property can be put". The opinion of such use may be based on the highest and most profitable continuous use to which the property is adapted and needed, or likely to be in demand, in the reasonable near future. However, elements affecting value that depend upon events or a combination of occurrences which, while within the realm of possibility, are not fairly shown to be reasonably probable, should be excluded from consideration. Also, if the intended use is dependent on an uncertain act of another person, the intemion cannot be considered. Based on the above definition and after seeing the site, neighborhood, and area, it is my opinion that the present use of the subject is its Highest and Best Usc. SITE DATA ADDRESS: TOWNSHIP: COUNTY: STATE: LOT SIZE: SEWERS: WATER: ELECTRICITY: LANDSCAPING: 5133 Kylock Road Upper Allen Cumberland Pennsylvania 120' x 154' On-site septic system. Public utility. PP&L Typical for thc area, with a sodded lawn, trees and shrubs. DETRIMENTAL INFLUENCES The rear of the subject site abuts the Pennsylvania Turnpike. DESCRIPTION OF IMPROVEMENTS GENERAL DESCRIFrlON: One-story detached single-family dwelling containing approximately 2,272 square feet of gross living area with an attached two-car garage. CONDITION: ROOMS: EXTERIOR: Exterior: Average Interior: Average First Floor: Basement: Living room, dining room, kitchen, four bedrooms, laund~ room, two and one-half bathrooms. One-half, with concrete floor. Foundation: Walls: Sash: Gutters: Roofi Storm units: Concrete block. Brick Wood, double-hung. Aluminum, painted. Gable, with shingles. Combination throughout. INTERIOR, PRINCIPAL ROOMS: Flooring: Walls: Ceilings: Trim: Carpet Dryw l Wood, painted. Cabinets: Counters: Walls: Flooring: Sink: Wood, paintect Formica Drywall, papered. Vinyl Double-bowl, stainless steel. BATHROOMS: Flooring: Wails: Bathtub: Lavatory: Ceramic tile blocks. Drywall, papered. Built-in, with shower or shower stall. Vanities Water closet: Two-piece. Medicine cabinet: Built-in. CONSTRUCTION: Joists: Wood Beams: Steel Colunms: Steel Plumbing: Copper and plastic. HEATING: COOLING: Oil-fired forced hot air. Central air conditioning. HOT WATER: Electric, 52-gailon. ELECTRIC: Circuit breaker system, 200-ampere. OTHER: Attached to the front of the dwelling is a covered pomh and attached to the rear of the dwelling is an enclosed porch. There is a brick fireplace located in the family room. GENERAL CONDITION: All improvements are considered to be in average condition on the interior and on the exterior, with mechanical systems appearing to be adequate Ired functioning properly. THE APPRAISAL PROCESS Three .approaches to value arc generally included in an appraisal report. These techniques include the cost approach, sales comparison approach, and income approach to value. The cost appro~h to value is based on the assumption that the reproduction oos~ of a building plus land value, tends to set the upper limit to value. A key assumption is that a newly constructed building would have advantages over the existing building, therefore an evaluation focuses upon disadvantages or deficiencies (depreciation) of the existing building compared to a new facility. Due to the age of the subject improvements, the cost approach is considered to be inappropriate and has, therefore, not been included in the development of this appraisal report. The sales comparison approach to value assumes that under normal conditions, a given number of parties acting intelligently and voluntarily, tend to set a pattern from which wlue can be estimated. Application of this approach relies on a comparison of the subject with a sufficient number of recelR mmsactions of comparable properties in the market, based on a common unit, such as price per square foot of building area. The income approach concerns itself with present worth of the future potential benefits of a property. Thc initial estimate involves the net income, which a fully informed person is justified in assuming the property will produce during its remaining useful life. This estimated net income is then capitalia~ed into a value estimate, based upon the level of risk as compared with that of a similar type,'and class. Since homes similar to the subject are not typically utilized as income-producing investment properties, the income approach to value is considered to be inappropriate and has, therefore, not been included in the development of this appraisal 7 SALES COMPARISON APPROACH In arriving at this conclusion of the value of the subject property, the appraiser made a survey of properties that have sold in the area of the subject property. ConSideration was given and adjustments were made on each comparable sal~ as to time of sale, size, location, as well as all other factors that might affect value. A resume of some ofthe sales ~dered by the appraiser is as follows: SALE NO. 1: Location: ~08 Cocklin, Meehanicsburg. Dat~ of Sale: October 1~, 2003. Sale Price: $182,700 Size: 1,608 square feet. Unit Price: $113.62 per square foot. SALE NO, 2: Location: Date of Sale: Sale Price: Size: Unit Price: 18 George Cimle, Mechanicsburg. Sune 6, 2003. $17~,900 1,898 square feet. $93.20 per square foot. SALE NO.. 3: Location: Date of Sale: Sale Price: Size: Unit Price: 225 Maple Lane, Mechanicsburg. October 3, 2003. $179,000 2,166 square feet. $82.64 per square foot. The appraiser, in addition to the sales listed, also considered several additional sales in arriving at his final opinion of value. On the Sales Comparison Analysis f,,i,,i t~at follows this page are dollar adjusinients r~i~eting market reaction to those items of sig~ifl~ ~ation between the subject and co~le properties. If a significant item in the:comparable property is superior to, or more favorable than, the subject property, a minus(*) adju~hnent is made, thus reducing the indicated value of the subject; ifa significant item in the comparable is inferior to, or less favorable thAn~ the subject property, a plus (+) adjustment is made, thus increasing the indicated value of the subject. After making all of the necessary adjustments, it is the appraiser's considered opinion that the indicated value of the subject property by the Sales Comparison Approach is $189,000. SALES COMPARISON ANALYSIS FINAL RqDICATED VALUE OF SUBJECT PROPERTY: $189,000 CORRELATION Correlation may i~ defined as "the bringing together of parts in a proper relationship." The parts ofthis appraisal report are the following approaches to value your appraiser used: Value Indicated by Cost Approach Value Indicated by Sales Comparison Approach Value Indicated by Income Approach $189,000 N.A. These approacheS are r~piesentative of the market value of the subject property. I have carefully reexamined each step in each method, and I believe the conclusions accurately reflect the attitude of typical purchasers of this type property in this neighborhood. It is my belief that this reexamination has confirmed the original conclusions. The Cost Approach will result in an excellent estimate if all elements are figured accurately, because no pradmt person will pay more for a property than the cost,to produce a substitute property with ~lUal desirability and utility. PurChasers of the type of dwelling typical of the subject property are more concerned with amenities than with hypothetical replacement of the properly. Due to the age of the subject improvements, the Cost Approach is considered to be inappropriate and has not been included in this appraisal report. The Sales Comparison Approach was based on several recent sales of properties similar to that of the subject, all of which are located in the same general area. The adjusted sales prices are most consistent under comparison. This approach is the most reliable because it reflects the reactions of typical buyers and sellers in the market. The Income Approach is most applicable to income producing properties or properties that are primarily utilized for income producing purposes. Purchasers of income producing properties are willing to pay no more for a particular property than the net operating income will support. Since the majority of properties similar to the subject are not utilized for income producing purposes, this approach to value has not been included in this appraisal report. Therefore, as a result of this appraisal and analysis, it is this appraiser, s considered judgment and opinion that the Market Value of the subject property, as of June 22, 2004, is: ONE HUNDRED EIGHTY-NINE THOUSAND DOLLARS $189,000 10 UNDERLYING ASSUMPTIONS AND LIMITING CONDITIONS SUBJECT TO THIS APPRAISAL I assume no responsibility for matters legal in nature, nor do I render any opinion as to the tifie, wh/ch is assumed to be marketable. The property is appraised as though under responsible ownership. 2. The legal description used herein is correct. 3. I have made no survey of the property, and the boundaries are taken from records believed to be reliable. , , I assume that there are no hidden or unapparent conditions of the property, subsoil or structures which would render it more or less valuable. I assume no respo~l~oility for such conditions or for engineering which might be required to discover such factors. The information, estimates, and opinions furnished to me and contained i~l this repo~ were obtained n%iii sources considered reliable and believed to be true and correct. However, no responsibility for accuracy can be assumed by me. This report is to be used in its entirety and only for the purpose for which it was rendered. Neither all nor any part of the coments of this report (especially any conclusions as to value, the identity of the appraiser or the firm with which he is connected) shall be reproduced, published, or disseminated to the public through advertising media, public relations media, news media, sales media, or any other public means of communication, without the prior wrifleft consent and approval of the appraiser. This appraisal was prepared for the exclusive use of the client identified in this appraisal report. The information and opinions contained in this appmi~ set forth the appraiser's best judgment in light of the information available at the time of the preparation of this repol~. Any use of this appraisal by any other person or entity, or any reliance or decisions based on this alapfaisal are the sole reslc~ot~ibility and at the sole risk of the third party. The appraiser accepts no respo~ibility for damages suffered by any third party as a result of reliance on or decisions made or actions taken based on this report. 11 CERTIFICATE OF APPRAISAL Your appraiser hereby certifies that: 1. The statements of fact contained in this report are lrue and correct. The reported analyses, opinions, and conclusions are limited only by the ~-ported assumptions and limiting conditions, and are my personal, impartial, and unbiased professional analyses, opinions, and conclusions. 3. I have no present of prospective interest in the property that is the subject of this report, and no personal interest with respect to the parties involved. 4. I have no bias with respect to the property that is the subject of this report or to the parties involved with this assignment. 5. My engagement in this assignment was not contingent upon developing or reporting · predetermined results. 6. My compensation for completing this assignment is not contingent upon the development or reporting of a predetermined 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 directly related to the intended use of this app~sal. 7. To the best of my knowledge and belief, the statements of fact contained in this appraisal report, upon which the analyses, opinions, and conclusions expressed herein are based, are true and correct. This appraisal report sets forth all of the limiting conditions (imposed by the terms of my assignment or by the undersigned) affecting thc analyses, opinions, and conclusions contained in this report. This appraisal report has been made in conformity with the Uniform Standards of Professional Appraisal Practice adopted by the Appraisal Standards Board of the Appraisal Foundation, and is subject to the requirements of the Code of Professional Ethics and Standards of Professional Conduct of the National Association of Realtors Appraisal Section· 12 10. No one other than the undersigned prepared the analyses, conclusions, and opinion~ concerning real estate that are set forth in this appraisal report. Certified General Appraiser GA-000014-L 13 PRIVACY NOTICE Pursuant to the Oramm-Leach-Billey Act of 1999, effective July 1, 2001, appraisen, along with itll.providers of personal financial services are now required by federal law to inform ~ elietl~l~of ~ policies of the firm wiLh rel~lrd to the privacy of client nonpublic personal informatioll. ~ Pl~ofessi611als, we tmdei~lla~[ that your privacy i~ very important to you and are pleased to ~de you with this information. In the course of perfmliling aPl:waisals, we may ~ollect what is knovea as "nonpubli~ personal information" about you. This information is used to facilitate the services that we provide to you and may include the information provided to us by you directly or received by us from others with your authorization. We do not disclos~ any nonpublic personal information obtained in the course of our engagement with our clients to nonaffiliated third parties, except as necessary or as r~uir~l by law. By way of example, a necessary disclosure would be to our independent contractors, and in certain situations, to unrela~l third party consultants who need to know that information to assist us in providing appraisal services to you. All of our independent contractors and any third party consultants w~ c'~lgal~ ar~ informed that any information they see as part of an appraisal assignment is to be maintained in strict confidence within the firm. A disclosure required by law WOuld be a disclosure by us that is ordered by a court of comlSetent jurisdiction with regard to a legal action to which you are a party. We will t~tain records relating to professional services that we have provided to you for a reasonable time so that we are better able to assist you with your needs. In order to protect your nonpublic personal information from unauthorized access by third parties, we main~tin physical, electronic and ptucedural safeguards that comply with our professional standards to insure the security and integrity of your information. 14 LARRY E. FOOTE REAL ESTATE APPRAISER EDUCATION: Bachelor ofBmlinoss .Admin{~s'ffafiOR, Pcmnsylvania State University, 1976. Associate Bachelor of Bt~iness Administration, Harrisburg Area Community College, 1974. Diplomn. Cmlisle Senior High School, 1965. Ce~ificate, Penn~ylvnn{n Realtors Institute, OKI I, OKI II, OKI IlL Certificate, Realtors Nali0nal Mnrketing Institute, CI 101, CI 102, CI 103, CI 104, CI 105. Stnndards of Profess{oUnl Prnctice, American Institute of Real Estnte App, alsers. Real Estete AppraiSal Pilaciples, American Institute of Real Estate Appraisers. Residentinl Valuation, Au~riean Institute of Real Estate Appraisers. Appc~sal Proc~u~ Appraisal Institute. Principles of Income 1~ Appraising, Apptaislfl InsHtute. Case Studies in Real ~ Valmuion, Appraisal Institute. Report Writing and Valmitibn Analysis, Apprnis~l Institute. PROFESSIONAL LICENSES; General Appraise~ #GA-000014-L, Commonwealth of Pennsylvania. Real Estate Brok~ #RB-029729-A, Commonwealth of Pennsylvania. PROFF~SIONAL DESIGNATIONS: OKI: Graduate of the Petmsylvania Renltors Institute, awarded by the Pennsyl- vania Associ~on of Realtors. CPS: Cerlified Res/dentinl Specialist, awarded by the Realtors National Market- lng Institute of the National Assodnfion of Realtors. CCIM: Certified Co,,,~het~al lnvestmem Member, awarded by the Realtors National Markefin_.n Institute of the National Association of Realtors. PROFESSIONAL ORGANIZATION AFFILIATIONS: National Association of Realtors Appraisal S~-'tlon. Carlisle Association of Re.tots. Pennsylvania Associafiou of Realtors. National Association of Realtors. Realtors National Marke~nE Institute. 15 PAST AmeH~m Home ~aak · Chase Hom~ M0~0~Co~aa~on ~ A~'lti~ F~l~tal C~dit U~ P~ S~ ~ C~t U~ ~C M~ C~ F&M T~ C~ N~ C~ M~ ~ ~ ~ M~ Co--on ~c~ COU~ U~ S~ M~ ~ G~C M~e C~ ~ F~ ~ B~Pl~ M~e C~ Col~e~ B~ Rol~ ~ ~ P~l~ia ~B~ M~ B~ ~t H~e M~ ~on ~o~ B~k 16 PHOTOGRAPHS OF THE SUBJECT IMPROVI~MENTS 17 REV.1503 EX+ (4-86) ~l(~-~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS AND BONDS ESTATE OF FILE NUMBER REINE ANDREE BATCHELAR 21-04-00610 (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.) ~TEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Merrill Lynch Portfolio Consolidated Account No. 817-17016 See attached) 423,762.12 TOTAL (Also enter on line 2, Recapitulation) S 423,762.12 Accotr T h,,llh,.lll..hh,hh.hJh,h.hllh,,h,hl MRS R ANDREE BATCHELAR 5133 KYLOCK RD MECHANICSBURG PA 17055-4820 Total Account Value As Of 06/30/2004 YOUR FINANCIAL. ADVISOR: THE CRO~I'~Y GROUP (732) 530-3106 FOR CUSTOMER SERVICE QUESTIONS: 1-800-MERRILL (1-800-637-7455) $423,762.12 Your Merrill Lynch Office: 77 BROAD ST RED BANK NJ 07701 Review Your Statement Online at: www.mlol.ml.com Portfolio Summary Asset 05/28/0b, Value Cash/Money Accounts 69,504 CD's/Equivalents 20,156 Government & Agency 9,606 Corporate Bonds 9,956 Municipal Bonds 20,921 Equities 299,886 Mutual Funds Options Other Long Market Value Short Market Value Estimated Accrued interest Debit Balance Net Portfolio Value b30,051 1,150 ~$1,181 % 06/30/0~ Value % 16 22,211 5 5 59,782 14 2 9,631 2 2 10,091 2 5 20,850 5 70 300,997 71 ~23,566 196 ~23,762 Income Summary Money Fund Dividends Tax-Exempt Funds Tax-Exempt Interest Reportable Interest Reportable Dividends Income Not Reported Total Items for Attention Security Purchasing Power 260,729 This Statement Year-to-Date 17.03 58.09 505.00 658.11 920.72 1,h14.79 1,26~.30 5,274.51 2,707.05 7,~05.50 Message Date No Items For Attention Loan Value of Securities 239,317 MRS R ANOREE BATCHELAR 15 of 25 Statement Period 05/29104 TO 06130104 Account No. 819-17016 NEWS See the enclosed newsletter/insert fo~ Infon~ation about the new independent third-party stock research ratings. Financial Market Indicators This Statement Last Statement Previous Year-Em S&P 500 1140.75 1120.64 1111.9 Three-Month Treasury Bills ~1.28~ 1.o6~ .92'. Long-Term Treasury Bonds 5.30~ .5. $5~ 5.08', One-Month LIBOR 1. $6[ 1.11[ 1.12', NASDAO 2047.79 1986.74 2003. $ MRS R ANDREE BATCHELAR Page Statement Period 05129104 TO 06/30104 Account No. 819-17016 ACCOUNT Cash Flow Summary Activity Summary This Statement O~ening Balance ash & Money Accounts Net Credits & Debits Closing Balance Cash & Money Accounts 22,211 69,50~.36 ~7,29~.950R Year-to-Data Credits Sales Income Funds Received Electronic Tfrs Other 17,U, 15.$gDR Total Credits This Statement 10,000.00 12,707.05 Year-to-Date 50,100.0u 7,~05.50 57,505.50 Debits Purchases Withdrawals Electronic T~s CMA Checks Other Total Debits This Statement 50,000.00 10,000.00 60,000.00 Bank Deposit Interest Summary Merrill Lynch Bank USA Total ML Bank Deposit Program Opening Average Deposit Cu~ent Interest on Balance Yield% Deposits ~7,660 1~,999 .$8 5.13 5.13 ~7,660 Realized Capital Gain and Loss Summary* This Statement Year-to-Date .00 Sho~-Term .00 lh~.65 Long-Term *Excludes transa~ions ~r which we have lnsu~clent data. Yea~to-Date 59,755.6~ 15,000.00 165.2~ 7~,920.89 Closing Balance 11,228 11,228 Realized Capital Gains and Losses Sales PHce Cost Basis Gain or (Loss) 10000 CD MIDFIRST BANK F.S.B 06/03/02 / MRS R ANOREE BATCHELAR Pa~e Statement Period Account 17 o! 25 05/29104. TO 06130104 819-17016 Adiust/Unit Total E "-rket Market Gain o.r A,.c,.,~st Income ~/' Current Portfolio Date Cost _C~s°~.~ ~ce Value (Loss) m~.,~. =o,~ -- Quantity Security Description Acquired Basis ua is Cash and Money Accounts 799 799 42 .38 CASH 11,228 1.00 11,228 1.00 11,228 ML Bank Deposit Program 1.00 10,184 1.00 10,184 10,18h CMA MONEY FUND - 22,211 22,211 Total Cash and Money Accounts CDs, Deposit Notes and Equivalents 50,000 CD WESTERNBANK PR 06/01/04 100.00 50,000 99.30 49,653 MAYAGUEZ,PR 01.850% JUN 06 2005 10,000 CD MBNA AMERICA SANK 06/03/02 100.00 10,000 101.29 10,129 NEWARK.DEL 04.000% JUN 13 2005 SEMi 60,000 59,782 Total COs, Deposit Notes and Equivalents Government and Agency Securities ~ 10,000 FEDERAL NATL MTG ASSOC 12/18/03 100.00 10,000 96.31 9,631 CALLABLE BONDS MULTi% DEC 24 2012 - 10,000 9,631 Total Government and Agency Securities * Corporate Bonds 10,000 NM BANK AMERICA CORP BE 01JUN01 15JUN21 SEMI-PAY 0"/.000% FIXRATE MOODY'S: AA3 S&P: A< Total Corporate Bonds Municipal Bonds 10,000 &NEWARK NJ BEN IMPT AMBAC DEC93 04.900%DEC01 04 MOODY'S: AAA S&P:. ~ 05/29/01 100.00 10,000 o2/18/94 10o.o7 lO,OO7 100.91 10,091 - 10,091 10,000 (3~6) 129 (217) (368l (368) 91 139 64 .63 ' - 106 .5o 66 929 1.86 20 400 3.94 86' -- ' 1,325' --2.22 400 4.15 29 699 6.93 69 - u,89 ~ ~ 82 · [] MRS R ANDREE BATCHELAR Page Statement period Account No. 18 o7 25 05/29104 TO 06130104 819-17016 ACCOUNT Cash Flow Summary Activity Summary This Statement Year-to-Date O~ening Balance ash & Money Accounts 69,50q. 36 Net Credits & Debits b,7,292.95OR 17,b, 15.39DR Closing Balance Cash & Money Accounts 22,211.bl Bank Deposit Interest Summary Money Account Description Credits This Statement Year-to-Date Sales 10,000.00 50,100.00 Income 2,707.05 7, h05.50 Funds Received Electronic Tfrs Other Total Credits 12,707.05 57,505,50 Debits This Statement Year-to-Date Purchases 50,000.00 59,755.65 Withdrawals Electronic Tfrs CMA Checks 10,000.00 15,000.00 Other 165.2h Total Debits 60,000.00 7q,920.89 Opening Average Deposit Current Interest on Balance Balance Yield % Deposits Closing Balance Merrill Lynch Bank USA Total ML Bank Deposit Program q7,660 ~7,660 lq,999 .38 5.13 5.13 11,228 11,228 Realized Capital Gain and Loss Summary* This Statement Year-to-Date Shori-Term .00 Long-Term .0o *Excludes transa~ions for which we have insufficient data. .oo 14q.65 Realized Capital Gains and Losses Quantity Security Description Date of Acquisition 10000 CD MIDFIRST BANK F.S.B 06/03/02 Date of Liquidation Sales Price Cost Basis 06/lq/0q 10,000.00 10,000.00 Gain or (Loss) .0o LT MRS R ANOREE BATCHELAR Page 17 of 25 Statement Period 05/29104 TO 06130104 Account No. 819-12'016 ACCOC 1T . · Current Portfolio Adj nit Total Estimated Estimated Unrealized Estimated Current Date ~stU Cost Market Market Gain or Annual Yield Basis Price Value (Loss) Income Equities 300 1,200 600 1,800 225 ## 75 30O 11,223 134 FIRSTENERGY CORP FE GENERAL ELECTRIC GE GENERAL ELECTRIC Security Sub-Total JEFFERSON PILOT CORP JP JEFFERSON PILOT CORP Security Sub-Total 07/15/03 36.96 11,088 37.ql 03/22/95 9.19 11,039 32.40 10/16/96 15.97 9,584 32.40 20,624 09/11/97 31.87 7,172 50.80 N/A N/A N/A 50.80 7,172 38,880 27,840 19,440 9,855 58,320 37,695 11,430 4,257 3,810 N/A 15,240 4,257 200 HMO2 PLC ADR OOM (K) 06/08/93 15.08 3,016 16.80 3,360 343 60 MM02 PLC AOR 06/19/01 9.50 570 16.80 1,008 437 260 Security Sub-Total 3,586 4,368 780 36 ## HEDCO HEALTH SOLUTIONS I HHS (A) 02/09/96 15.82 569 37.50 1,350 780 300 *# HERCK&CO INC HRK (A) 02/09/96 33.39 10,018 h7.50 14,250 4,231 500 ## PUB SVC ENTERPRISE GRP PEG (I} 09/11/92 27.43 13,718 40.03 20,015 6,296 650 *# PUB SVC ENTERPRISE GRP N/A N/A N/A h0.03 26,019 N/A 300 ## PUB SVC ENTERPRISE GRP 04/04/03 37.30 11,191 40.03 12,009 81T 1,450 Security Sub-Total 24,909 58,043 7,113 803 ## TELEFONICA SA SPAIN ADR TEF (H) 03/02/90 5.91 4,751 44.63 35,837 31,086 18 ## TELEFONICA SA SPAIN ADR 03/02/90 5.91 106 44.63 803 696 688 ~ TELEFONICA SA SPAIN ADR 11/06/90 6.86 ~,724 44.63 30,705 25,980 48 ## TELEFONICA SA SPAIN ADR N/A N/A N/A 44,63 2,142 N/A 1,557 Security Sub-Total 9,582 69,488 57,762 149,905 300,997 111,294 TotalEqu~iee 4.00 959 2.46 479 2.46 1,439 2.46 342 2.99 114 2~99 456 2.99 444 3.11 1,100 5.49 1,430 5.49 660 5.49 3,190 5.49 q82 1.34 10 1.3q 413 1.34 28 1.34 935 1.34 ' --9,901 3.29 Research Ratings ML Independent Independent Jaywalk Consensus Rating Rating Research provider Research Provider SELL HOLD BUY Security .o Coy, age .... ~ :/Symbol 1A8 BT GROUP PLC ADRBTY B-2-7 Buy -Morningstar " ~ · Held'- Charmer Trend Inc. CINERGY CORP COM CIN A-1o7 No Coverage . · J 1.93 DOMINION RES INC NEW VA D B-1-7 Hold - Morningstar No 'coverage I ~ FIRSTENERGY CORP FE C-1-7 Hold - Horningstar No Coverage I I J 1.93 GENERAL ELECTRIC GE 8-1-7 Hold - Mornlngstar NO Coverage L ~ ~ 1.87 MRS R ANDREE BATCHELAR -t- Page Statement Period Account No. ooo2s~ 20 O! 25 05129104 TO 06130104 819-17016 ACCOUI 1T Ad'usUUnit Total Estimated Estimated Unrealized Estimated Estimated Current · ' or Accrued Annual Yield Current Porffoho Date JCos. t Cos. t M_a.rket M,a_~e_t G~_io~sl Interest Income % Quantity Security Description Acquired Basis Bas,s price vmu= ,- · Municipal Bonds ORIGINAL UNIT COST: 102.04 10,000 ABRICK TWP NJ MUN UTILS AUTH REV OlD FGIC NOV96 05.200%DEC01 10 MOODY'S: AAA S&P: AAA ORIGINAL UNIT COST: 100.83 Total Municipal Bonds 11/26/96 100.30 10,030 107.03 10,703 20,037 20,850 673 42 812 81 520 4.85 1,009 A - Health Care 5% D - Consumer Discretionary 0% B - Consumer Staples 0% E - industrials 19% C - information Technology 0% F - Materials * Economic sectors conform to the Global Industry Classification Standard. See statement backer. Current Portfolio Adjust/Unit Date Cost G - Financ[als H - TelecommunicaUons Services 5% J - Energy 26% K - Unassigned 37% 0% 7% Total Estimated Estimated Unrealized Estimated Current Cost Market Market Gain or Annual Yield Basis Price Value (Loss) Income % Equities 390 AQUA AHERICA INC VI*R (K) N/A 200 #~ BT GROUP PLC AOR BTY (H) 06/08/93 60 #~ BT GROUP PLC ADR 06/19/01 260 Security Sub-Total 200 ~# ClNERGY CORP COM ClN [I) 04[04/03 100 ~ ClNERGY CORP COH Ob/O4/03 300 ## CINERGY CORP CO~ 07/14/03 600 Security Sub-Total 300 ## DOMINION RES INC NEN VA D (t) 07/15/03 500 DUQUESNE LIGHT HLDOS INC DQE (K) 03/29/04 MRS R ANDREE BATCHELAR 19 oT25 Statement Period 05/29104 TO 06130104 N/A 52.24 32·92 34.64 34.61 36.48 62.78 19.51 Account No. 819-17016 N/A 20.05 10,448 36.60 1,975 36.60 12,424 6,929 38.00 3,461 38.00 10,946 38.00 21,337 18,834 7,819 N/A 187 2.39 7,320 {3,128) $05 4.17 2,196 220 91 4.17 9,516 (2,908) 397 4.17 7,600 670 376 4.94 3,800 338 180 q.94 11,400 453 ~64 ~.94 22,800 1,461 1,128 4.9b 63.08 18,924 8~ 19.31 9,655 (100) 773 50O 4.09 5.17 Research Rat~gs ML Independent Independent Jaywalk Consensus Rating Security Symbol Rating Research Provider Research Provider SELL HOLD BUY JEFFERSON PILOT CORp gp A-3-7 Hold - Horningstar No Coverage [ J ~ 1.93 NEDCO HEALTH SOLUTIONS I NHS C-2-9 No Coverage No Cova'age [ [ ] 3.95 MERCK&*CO INC MRK 8-2-7 Hold - Morningstar No Coverage J'~ [ [ 1.97 PUB SVC ENTERPRISE GRP PEG 8-2-7 Hold -Horningstar No Coverage /---------~-- j 1.82 TELEFONICA SA SPAIN ADRTEF B-1-7 Buy' ' Hornlngstar No Cova'age Merrill Lynch Rating ~ 2. "13 Volatility Risk Ratings Indicators of potential price fluctuation are; A- Low B - Medium C - High Investment Ratings Indicators of expected total return (price appreciation plus yield) within the 12- month period from the date of the initial rating, are: 1 - Buy (10% or more for Low and Medium Volatility Risk securities - 20% or more for High Volatility' Risk securities) 2 - Neutral (0 - 10% for Low and Medium Volatility Risk securities ~ 0 - 20% for High Volatility Risk securities} 3 - Sell (negative return) 6 - NO Ratin. L Income Ratings Indicators of potential cash diviclends are: 7' - same/higher (dividend considered to be secure) 8 * same/lOWer (dividend not considered to be secure) 9 - pays no cash dividend Jaywalk Consensus Rating Total of Long Portfolio 272,15q# q23o566 111,612 * Total of Estimated Accrued Interest 13oh-~3 3.17 · - Excludes NIA Items 196 ~ Some agency securities are not backed by the full faith and credit of the United States government. < Derived from Moody's and/or S & P ratings tot other debt securities of this issuer and provided by a third party vendor. ~ Bonds purchased at a premium show amortization D Bonds purchased at a discount show accretion MRS R ANDREE BATCHELAR Pa_cie 21 oT 25 Statement Period 05129104 TO 05/30/04 Account No. 819-17016 Statement Activity Security Transactions O6/0b, Purchase 06/1~ · Redeemed Net Total Di~dends and Interest 06/01 Bend nterest 06/01 Bend Interest 06/01 Dividend 06/01 Dividend 06/01 Share Dividend 06/01 Cash Dividend 06/07 Dividend 06/1~ ~ Bond Interest 06/1~ ~ Bond Interest 06/1~ ~ Bond Interes= 06/21 * Oividend 06/2q ~ Bond Interest MRS R ANDREE BATCHELAR Page 22 ol 25 Quantity -10,O00 10 Description Price Deb~ Cred~ CD~STERNBANK PR ..... 100.000 50,000.00 HAYAGUEZ,PR ,,, 01.850'~ JUN 06 2005 ~HE~ ISSUED ISSUER HAS PAID ML A FEE OF 0.hS~ INTEREST FROM 06/0~/0~ FIRST COUPON 06/06/05 PRICE 100.000000 ' 10,000.00 CD MIDFIRST BANK F.S.B OKLAHOMA CITY,OK 03.300~ JUN 1~ 200b SEMI NEWARK NJ GEN IMPT AMBAC DEC93 0q.9OO~DECO1 O~ BRICK TNP NJ HUN UTILS AUTH REV OlD FGIC NOV96 05.200~DEC01 10 AQUA AMERICA INC HOLDING 390.0000 FIRSTENERGY CORP HOLDING 300.0000 CMA MONEY FUND CMA MONEY FUND FROM 0~-30 THRU 0~-28 JEFFERSON PILOT CORP BOLD~NG 300,0000 CD MIDFIRST BANK F.S.B OKLAHOMA CITY,OK 03.300[ JUN 1~ 200~ SEMi CD MBNA AMERICA BANK NEWARK,DEL Oq.O00[ JUN 13 2005 SEMI NM BANK /LMERICA CORP BE 01dUN01 1~JUN21 SEMI-PAY 07.000[ FIXRATE DOMINION RES INC NEW VA HOLDING 300.0000 FEDERAL NATL MTG ASSOC CALLABLE BONDS Statement Period Account No. 05129104 TO 06130104 819-17016 #0,000.00 260.00 h6.80 112.50 .12 11h.00 167.26 350.00 193.50 197.78 Tax Information SUmmary This Statement Year-to-Dste Accrued Interest Paid Tax-Exempt Reportable Accrued Interest Received Tax. Exempt Reportable Gross Proceeda ' 10,000.00 50,100.00 Although we provide complete year-to-date Information for Reportable Accrued Interest Received. Accrued Interest Paid and Tax-Exempt'Accrued Interest Received and Paid include only those months we produce your profit and [ess statement. Summary of Checking Activity Date Date Cleared Written 06/0~ 06/02 Total Checking Activity Customer Service Check Number Description Amount 11~ CASH 10,000.00 10,000.00 For information about your account, please call 1-SO0-MERRILL (1-800-637-7455). To report Lost or Stolen Visa Cards or Checks, please call 1-800-262-5678. MRS R ANDREE BATCHELAR Page Statement Period 24 O! 25 05/29104 TO 06130104 -t- Account No. 00025~z 819-17016 0¢r0~ 4~ ACCOUNT Statement Activity Date Transaction Dividends and Interest 06/30 * Dividend 06/30 ~ Bank Interest 06/30 Share Dividend 06/30 Cash Dividend Income Total Income Total Net Total Statement Activity Date Description Money Fund Transaction 06/0/4. CMA MONEY FUND Total Net Total Statement Activity Date Description Money Account Transactions 06/01ML Bank Deposit Program 06/ObHL Bank Deposit Program 06/07ML Bank Deposit Program 06/I~ML Bank Deposit Program 06/15ML Dank Deposit Program Quantity Purchases Deposits 1.00 ~.00 11~.00 10,368.00 Description Price MULTI~ DEC 2~ 2012 PUB SVC ENTERPRISE GRP HOLDING 1~50.0000 BANK DEPOSIT INTEREST CMA MONEY FUND CMA MONEY FUND FROM 06-01 THRU 06-29 ML Bank Deposit Program CMA MONEY FUND Sales Date Description Purchases 11,675.00 11,675.00 11,675.00 Withdrawals q7,661.00 Date Description Deposits 06/21NL Bank Deposit Program 350.00 06/28ML Bank Deposit Program 391.00 Total 11,228.00 Net Total Debit Credit 797.50 ~.13 .91 1.00 16.00 2,707.05 Sales Withdrawals 47,661.00 36,433.00 [] MRS R ANDREE BATCHELAR Page 0o..~ 23 o! 2S Statement Period 05/29104 TO 06130104 Account No. 819-17016 ACCOUNT ~) ~V~ will ~]irect your order fqr a security or option to the marketplace we consider to be the primary (2) We will bold bonds and preferred stocks in bulk ~eg~egation (except for those hel~. in c~.?odian.. (4) This statement of account shah be deemed conclusive if not objected to within ten (t0) days. r) This statement ~,erves ~s a c.o__nflrmation,of pu~cl!ases.that result from.~Ltomatic reinvestment ~.~As an option client, please advise us promptly of.any ma. terial, change.in, y99r investmev, t objqcdves or (13) If this statentent is for a margin ~ccount it ii a combined stat,~mfl,~t of y.oul~ mar~.m account a~td M~naged Tms~ Unffs: Information is b~:sed on data from the Merr~l Lynch Trust Company ~rl~t~ agent. _Prices and Valua~io (ConLI . - - a be Flxe~-lncome Secur~I~. Market va ues are esUmated values obtained from V~lOUS so~ ~d m Y -- bas~ o~ b ds,~ri~s ~ ~e bid/offer spr~gd clos~g pri~s, a ma~ me~olo~ u~z~e~ m~ket te~ls~ me ~lue ot comp~able s~Ues andlor anal~c m~ets. ~g e~a~ u~.n~ . [ Il ) l~i~tes ~at o~ global~es research ~don has upgrad~ (T) or do~grad~ ( 1 ) 1~ or · whots~e rate, wEch VISA increases by l ~ and Merr~ L~c~ mcreases~y 1 Y:. ae C~rency MRS R ANDREE BATCHELAR Parle Statement Period 25 Of 25 05129104 TO 06130104 *** END OF STATEMENT Account No. 819-17016 REVISI1 EX+ (7.88) COMMONWEALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Please Print or Type ESTATE OF FILE NUMBER REINE ANDREE BATCHELAR 21-04-00610 ITEM DESCRIPTION AMOUNT NUMBER C. 1. 2. 3. 4. 5. 6. 7. 8. Funeral Expenses: Conklin Funeral Home, Inc. Administrative Costs: Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid Attorney Fees Joseph D. Buckley, Esquire Family Exemption Claimant Robert D. Batchelar Address of Claimant at decedent's death Street Address 5133 Kylock Road City Mechanicsburg Relationship State PA husband Zip Code_17055 Probate Fees Miscellaneous Expenses: Advertising costs Appraisal (Real Estate) Gingrich Memorials Hospice caregiver TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of same size.) 7,945.00 5,000.00 3,500.00 417.00 221.31 275.00 2,125.00 1,500.00 20,983.31 SCHEDULE J BENEFICIARIES ESTATE OF REINE ANDREE BATCHELAR FILE NUMBER 21-04-00610 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY A. Taxable Bequests: Robert D. Batchelar 5133 Kylock Road, Mechanicsburg, PA 17055 Peter H. Batchelar 790 Range End Road, Dillsburg, PA 17019 Linda Batchelar 790 Range End Road, Dillsburg, PA 17019 RELATIONSHIP husband son daughter- in-law AMOUNT OR SHARE OF ESTATE 30% 6O% 10% ITEM NUMBER AMOUNT OR NAME AND ADDRESS OF BENEFICIARY SHARE OF ESTATE B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) (If more space is needed, insert additional sheets of same size) LAST WILL AND TESTAMENT OF REINE ANDREE BATCHELAR I, Reine Aadree Batchelar, domiciled and resident at 5133 Kylock Road, Mechanicsburg, Upper Allen Township of County of Cumberland, Commonwealth of Pennsylvania, declare that this document is my Will and revoke all my previous Wills and Codicils. IDENTIFICATIONS AND DEFINITIONS I am married to Robert D. Batchelar ("my husband"). I have one son, Peter H. Batchelar, referred to in the Will as "my child". II. PAYMENT OF EXPENSES, DEBTS, AND TAXES I direct my Executor to pay medical, funeral; and administrative expenses and all taxes payable by reason of my death, before any division of my estate. My Executor shall not attempt to have any part of such taxes apportioned among the recipients of property includible in determining the amount of such taxes. Proceeds on insurance on my life up to the maximum allowable as an exemption from Pennsylvania Inheritance Tax and distributions from pension and profit sharing plans exempt from federal estate tax, all of which are payable to my Trustee or any beneficiary (other than my estate), shall not be used to pay debts, taxes, expenses of administration or other charges against my estates. III, SPOUSE SURVIVING I bequeath to my Husband Robert a life estate in the residence I own and thirty (30) percent of the residual of my estate and I bequeath sixty (60) percent of the residual of my estate to my son, Peter, together with fee simple in my home subject to the life estate to my husband, and ten (I0) percent of the residual of my estate to my daughter-in- law Linda. If my husband survives me but my son does not, then I bequeath to my Husband Robert a life estate in the residence I own and thirty (30) percent of the residual of my estate, the balance of the estate including the future interest in my residence shall be divided as follows: twenty (20) percent to my daughter-in-law Linda and twelve and one half (12 ½) percent to each of my three grand children and one step grand-child. IV. SPOUSE FALLING TO SURVIVE If my husband does not survive me, I give all my property which I own or over which I have testamentary power of appointment to my son Peter. Should he fail to survive me, I give all my property which I own or over which I have testamentary power of appointment as follows: twenty (20) percent to Margaret L. A. Crouch, granddaughter; twenty (20) percent to Peter J. Batchelar, grandson; twenty (20) percent to R. Scott Batchelar, grandson; twenty (20) percent to Christian A. Batchelar, grandson; and twenty (20) percent to my daughtar-in-law Linda Bachelar. V FIDUCIARIES Executor: I nominate and appoint my husband Robert and my son Peter as Co- Executors of this Will to serve without bond. If either does not survive me, declines to act, or having qualified, resigns, dies, or is removed I nominate the survivor as sole Executor. If both do not survive me, declines to act, or having qualified, resigns, dies, or is removed, I nominate Linda Batchelar, my daughter-in-law, the other to serve as sole Executor to serve without bond. Powers: I give my fiduciaries, including successor fiduciaries, all the powers contained in Chapter 71 of the Pennsylvania Probate, Estates and Fiduciaries Code at the time of the execution of this Will, and those powers are incorporated by reference. VII, MISCELLANEOUS Survival Defined: No person shall be deemed to have survived me or to be living at my death if he/she shall die within thirty (30) days after my death. In testimony of which I now sign this Will, in the presence of witnesses whose names will appear below, and request that they witness my signature and attest to the execution of this Will, this l&th day of March, 2004 at 1237 Holly Pike, Carlisle, Cumberland County, Pennsylvania. / REINE ANDREE BAT~I~i'ELAR Reine Andree Batchelar, in our presence, signed this instrument. Before she signed it, she declared to us that it was her Will and requested that we act as witnesses to its execution. We believe her to be of ~ound mind, possessing testamentary capacity, and ue influence, fraud, or coercion. We now, in her presence, and in the not subject to und ......... : ...... s all on this l~[th day of t~lll~, ~,at presence of each omer, s~gn oe~ow ~ ,~--~o~, 123~11y Pike, Carlisle, Cumberland County, Pennsylvania. ~Lt~~~ residing at 619 Highland Avenue, Carlisle, PA 17324 COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND We, Joseph D. Bucldey and Cheryl L. Bennecoff, the wimesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as her Last Will: that she signed willingly and for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time eighteen (18) or more years of age, of sound mind, and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by Joseph D. Buckley and Cheryl L. Bermecoff, witnesses, this 1 st~ day of March, 2004. ~K ~,~wn'twp~ Cum~e ~md · BUREAU OF 'rNDZVZDUAL TAXES THHERZTANCE TAX DI'V1'STON PO BOX 180601 HARRTSBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-1Gr*7 EX AFP (09-01~) JOSEPH D BUCKLEY LAW OFCS J D BUCKLEY 1257 HOLLY PIKE CARLISLE PA 1701~$~ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-15-200q BATCHELAR 06-22-200q 210q-0610 CUMBERLAND 101 Aeoun'l: Rea i'l:'l:ed REINE A MAKE CHECK PAYABLE AND RENZT PAYNENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAXSENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTXONS AND ASSESSNENT OF TAX ESTATE OF BATCHELAR REINE A FXLE NO. 21 0q-0610 ACN 101 DATE 12-15-200~ TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATXON CONCERNING FUTURE XNTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~a (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) 3. Closely Held S~ock/Par~nership Zn~eres* (Schedule C) ($) q. Hor~gages/No~es Receivable (Schedule D) 5. Cash/Bank Deposi~s/Hisc. Personal Proper~y (Schedule E) (E) 6. Jointly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Asse~s APPROVED DEDUCTIONS AND EXENPTIONS: 9. Funeral Expenses/Ada. Costs~Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule Z) (10) 11. To,al Deductions 12. Ne{ Value of Tax Re~urn 189/000.00 R25/762.12 .00 .00 .00 .00 .00 (8) 20,983.31 .00 NOTE: To insure proper credi~ ~o your account, subei~ ~he upper portion of ~his form wi~h your ~ax payeen~, 612,762.12 (11) 20.983.31 (22) 591,778.81 15. NOTE: Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15} Ne~ Value of Es~a~e Sub~ec~ ~o Tax (lq) Zf an assessment was issued previously, lines 14, 15 and/or 16, 17, reflect flgures that include the total of ALL returns assessed to date. .00 591,778.81 18 and 19 will (is) 177,535.6R x O0 = .00 (16) qlq,ZqS.16 x Oq5: 18,661.03 (17) . O0 x 12 = . O0 (18) .00 x 15 = .00 (19)= 18,6ql. 03 ANOUNT PAID ASSESSNENT OF TAX: 15. Aeoun'l: of Line lq a~ Spousal ra~e 16. Aeoun~ of Line lq ~axable a~ Lineal/Class A ra~ce 17. Aeoun~ of Line lq a~ Sibling ra~e 18. Aeoun~ of Line lq ~axabla a~ Collateral/Class B ra~e 19. Principal Tax Due TAX CREDITS: : PAYMENT RECEIPI DISCOUNT DATE NUHBER INTEREST/PEN pATD (-) 08-03-200~ CDOOq226 932.05 19,665.00 TOTAL TAX CREDIT BALANCE OF TAX DUEI INTEREST AND PEN. TOTAL DUE ZF PA/D AFTER DATE /NDZCATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 20,597.05 1,956. OZCR .00 1,956.02CR ( ZF TOTAL DUE TS LESS THAN $1, NO PAYNENT TS REOU/RED. ZF TOTAL DUE TS REFLECTED AS A "CREDTT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE S/DE OF TH/S FORN FOR ZNSTRUCTTONS. ) __%~... RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Znheritanca Taxes at the laaful Class B (collateral) rate on any such futura interest. To fulfill the requirements of Section 21¢0 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S. Section Detach the top portion of this Notice and submit eith your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REG/STER OF N/LLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an '"Application for Refund of Pennsylvania Inheritance end Estate Tax" (REV-1515}. Applicatiens are available online at wee.revenue.state.ce.us, any Register of Wills or Revenue District Office, or from the Department's Z¢-hour ansaering service for forms orders: 1-800-$6Z-ZOSO; services for taxpayers with special hearing and/or speaking needs: 1-800-¢¢7-50Z0 (TT only). Any party in interest not satisfied with the appraisment, alloNance or disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object within 60 days of the date of receipt of this notice by filing one of the folloaing: A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at wew.boardofappaels.state.pa.us on or before the expiration of the sixty-day appeal period. In order for an electronic protest to be valid, you must receive a confirmation number end processed date from the Board of Appeals Nebsite. You may also send a written protest to PA Oepartment of Revenue, Board of Appeals P.O. Box ZOiOZI, Harrisburg, PA 171ZO-lOZ1. Petitions may not be foxed. B) Election to have the matter determined at the audit of the account of the personal representative. C) Appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid eithin three (5) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is alloNed. The 15Z tax amnesty non-participation penalty is computed on the total of tho tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January six (6X) percent per annum calculated at a daily rate of .00016¢. All taxes which became delinquent on and after January 1, 198Z mill bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Oeparteent of Revenue. The applicable interest rates for 198Z through ZO0¢ are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ZOX .0005fi8 1988-1991 11Z .000501 ZOOX 9Z .000Z¢7 1985 16Z . O00q.~8 199Z 9Z .000Z¢7 ZOOZ 6Z .00016¢ 198q 117. .000301 1995-199q 7X .000192 ZOOS SZ .000157 1985 lSZ .000356 1995-1998 92 . O00Z~7 ZOO~ CZ .000110 1986 102 . O00ZT~ 1999 77. .000192 1987 107. .000Z7¢ ZOO0 7Z .O00lgz --Interest is calculatad as folloes: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent ~ill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shoNn on the Notice, additional interest must be calculated. -.,:-("\.; , BUREAU OF INDIVIDUAt..:::irAXS!>C INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT - REV-l'01 EX AFP (12-041 2iO DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-31-2005 BATCHELAR 06-22-2004 21 04-0610 CUMBERLAND 101 REINE A JOSEPH D-lIUCKLEY LAW OFCS J D BUCKLEY 1237 HOLLY PIKE CARLISLE PA 17013 Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax pay...nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ A~:r~~~.!1:.~~J..r81~.6!'........;...fA~f~e1r~l1:.~'1~R~.lnr.lcc:dO~...j(...................... ESTATE OF BATCHELAR REINE A FILE NO.21 04-0610 ACN 101 DATE 01-31-2005 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOHN BELOH IS A SUHMARY 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: 12-13-2004 PRINCIPAL TAX DUE:. _1II11II1","OIIIIIIIIIIIllIllIIOlllllllllllIllIIIU_I_II. 18,641.03 PAYMENTS (TAX CREDITS): ~ PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-03-2004 CD004226 932.05 19,665.00 01-12-2005 REFUND .00 1,956.02- TOTAL TAX CREDIT 18,641. 03 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 if SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT 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. ) L:UITlDer.Lana L:ouncy - Ke~.L::;L.eL VL VYJ..J..J..o One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 4/25/2006 BUCKLEY JOSEPH D 1237 HOLLY PIKE CARLISLE, PA 17013 RE: Estate of BATCHELAR REINE ANDREE File Number: 2004-00610 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS I COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/22/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, G~~~ Clerk of the orPha~~~u~r~ cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/25/2006 BATCHELAR ROBERT D 5133 KYLOCK ROAD MECHANICSBURG, PA 17055 RE: Estate of BATCHELAR REINE ANDREE File Number: 2004-00610 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/22/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File ('()unsel cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/25/2006 BATCHELAR PETER H 790 RANGE END ROAD DILLSBURG, PA 17019 RE: Estate of BATCHELAR REINE ANDREE File Number: 2004-00610 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/22/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Reine Andree Batchelar Date of Death: June 22, 2004 Estate No.: 2004-00610 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 0 No IKl 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: Nove~ber 1, 2006 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the perE:onal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk 0 he Orphans' Cou d may be attached to this report. D. Buckley, Esquire Date: r;-- '2 - 0 b 1237 Holly Pike, Carlisle, PA 17013 Address (717) 249-2448 Telephone No. 6 '.4 ,:1 : j ,,,~ I"~ '#- " , J ~ ;;; _ , '" l,.1 Capacity: o Personal Representative Q9 Counsel for personal representative ! ~-,' 'j - ?;\, .(&> \....UllUJeL.LclllU \....UUllLY - n.e'::j.L:::iLeL V.L VV.L.L.L:::i One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 6/08/2007 o 2 BATCHELAR PETER H r-,-:':-I 790 RANGE END ROAD DILLSBURG, PA 17019 -j"-----j ....".. RE: Estate of BATCHELAR REINE ANDREE File Number: 2004-00610 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/22/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~J.~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Cumberland County - Reglster ur Wl~~S One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 6/08/2007 BATCHELAR ROBERT D t" 5133 KYLOCK ROAD MECHANICSBURG, PA 17055 i.,.,.; RE: Estate of BATCHELAR REINE ANDREE File Number: 2004-00610 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 19921 the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/22/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report I please disregard this notice. SincerelYI ,Ic.., ,f ,V ,j ~ jt) ~~~j~ ~7 ~ / {_"i Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel \.....UllLUC.L.l.o.llU \....VU1J.l,..:i - J.\..\-.~~UL.\.....J... ............. ~_......................., One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 6/08/2007 BUCKLEY JOSEPH D 1237 HOLLY PIKE o -::CJ '..., . CARLISLE, PA 17013 .-r} ._; I"C: . I c RE: Estate of BATCHELAR REINE ANDREE File Number: 2004-00610 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS. COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/22/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, .~.~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) \\\,~~~ ~ ~ t- .... 0 of ..... I .- q ~ _r 038 .... .... ..... 0 \ S:4It""9: It) lil U) - ft'\ ;i 0 m If! m ~ - If! lil If! ~ 1t0 0 - 0:00: .- I ~~ ~ ~~~ lilO<t (I) - 043 .... ~6' Ng '< ~ II of - Q3l1N<'\ 0 0 ~ !.limO .... 0<tll.. ~ - .... OlilO - <t t-Jt- t;t Cl - ~<t!.ll - o:CU .... ;)lilCl - f'. 1-><< :: .... lilHZ tlJ:) - !.lI (I) - LC! 0 .... - - \.f) 0 - 0 l- t- - - r- !.lI 0 .... - r-1 H 2 P X H 0 0 t-'P~ ~ m - ~ "r, P4 :3 ~o Q cQo:.0 '0 ~ !,\\ I ~~....... (:) -::J u(:Q ~~ Q \X.oCJ1 f'f.~U I. ~ ';\ H \t !:il~~ ';:C Ur')';Ii F E-\r')U { ~..-Ij:U f; p:\ \.f) :s i, " -.... ~ ~r.~'.f- ';):m~. : I -... I :l'i.'\H- ! ..... y.:.: :'. r.. - '~~?;f3~~g5 ..:"i',.:-::J. :t.t~~'" .....'t'..t.J~;t.~ '" .... .... ... ::: Cl l.,j '", ::: I%S pP t1Ie ~~"S~~ ."Q C:l,;t r:e c!j ("fl ~..,s ~ g.Cf( ~...'" i: ~~~ ! ~ tttt~g.- '0 "eg -a'€pS " I%S ;:l. 'WO'lo'> ~ P ~ 0 Q) '1a=U~ is!88 i~ Cl ... ~ '" "& ~ Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBEBLAND COUNTY, PENNSYLVANIA Name of Decedent: Reine Andree Batchelar Date of Death: June 22, 2004 File Number: 2004-00610 Pursuant to Pa. O.c. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is comp~ete: . . . . . . . . . . . . . . . . . . .. DYes rn No 2. If the answer is No, state when the personal representative reasonably believes thatthe adJ:mnistration will be complete: Pecember 10-? 2001 3. lfthe answer to No.1 is YES, state the following: a. Did the personal representative file a finar' account with the Court? . . . . . .. DYes DNo b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ..............,.......,......... DYes DNo Date lo-)Z-- 07 formal or -informal accounts may be e attached to this report. d. Copies of receipts, releases, joinders and approvals filed with the Clerk qfthe Orphans' Court and Joseph. D.. Bu.clc1ey, Ef?quire Name of Person Filing this Form 1237 Holly. pike Address Ca!rUsle, PA - 1.'T0:1,3 f' '~'I ~..../ . ...._:'<.J .. (1171. 249_2448 ,., . c. ! ..", l I L Telephone Form RW-IO rev.JO./3.06 Cf Pa. G.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Reine ~ndree Batchelar Date of Death: 06/22/2004 File Number: 2004-00610 Pursuant to Pa. O.c. Rule 6.12, I repoli the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration ofthe estate is complete: . . . . . . . . . . . . . . . . . . .. 0 Yes IiJ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: November 20, 2008 3. If the answer to No.1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . . . DYes 0 No b. The separate Orphans' COlllt No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ............................... DYes DNo d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be tiled with the Clerk of the Orphans' Court and be attached to this report. Capacity: DPersonal Date ~/ Z( -d " '~G!i ,.''-V, ~. ._1 "-'IJllv l~~I'~'(-'i.' Co !'!>/LJ II II" I....,j l~',:::' '.-)d''l',fl iOtJU j() )1uJ18 Joseph D. Buckley, Esquire Name afPerson Filing this Form 1237 Holly Pike Address try:/ Wd ZZ AVlaOaZ Carlisle, p~ 17013 (717) 249-2448 .!' Telephone Form RW-IO rev. 10./.1.06 ci One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 ...,a Date: 5/27/2009 ,-~ ~ ~ _"~' -, t BUCKLEY JOSEPH D ,!;,-~ _:. 1237 HOLLY PIKE ;',~r-t ~ ? ._ _~ -. " , ; CARLISLE , PA 17 013 " ~ , -? -, _ " .~; - . ~~ RE: Estate of BATCHELAR REINE ANDREE File Number: 2004-00610 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/22/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~,~ ~f `~~ ~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) ~.. u<<w ~. l.luaau `-v uaa ~.~ a~~yiv.rvi One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date : 5/27/2009 c~ `'~ _~ ~" , BATCHELAR ROBERT D ~} `-' -cam _ :; _ ~ _. 5133 KYLOCK ROAD _ - --~ _._ MECHANICSBURG, PA 17055 `-' -' ~-~ -. --: _. -~ -, .. _:, ~_ . _. c, _, ' RE: Estate of BATCHELAR REINE ANDREE File Number: 2004-00610 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/22/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~r Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 5/27/2009 ~~ r -- ;--.~ '~ ~ ~ _r3 ~ ' .' BATCHELAR PETER H ~~ - - ~ ` ' -~ ,- ~, ` 7 9 0 RANGE END ROAD - _ , , --~ DILLSBURG, PA 17019 - ~,'-7 _ ._ -_ - ~ - _ ._, RE: Estate of BATCHELAR REINE ANDREE File Number: 2004-00610 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/22/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~ ~J~~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. ®.C. Rule 6.12 STATUS REP®RT File Number: 2004-0061 0 COUNTY, PENNSYLVANIA ' Name of Decedent: Reine Andree Batch ~ ar Date of Death: June 22, 2004 n....^..^ ,++^ ~^ C r^ n„io ~ 7 ~ T ,•o.,n,-r tha fnlimx~inQ ~~>ith reC„P~t to rmm~letion of the administration of i uiouuii< w i u. .`. l~ui~. v..<-, ....f,v,...... ~.,.........b r'-- -- r- the above-captioned estate: REGISTER OF WILLS OF CUMBERLAND I . State whether administration of the estate is complete :.................... ~ Yes ~No 2. If the answeris No, state when the personal representative reasonably believes that the administration will be complete: September 1, 2009 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final~account with the Court? ....... Yes ~ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: ~. c. Did the personal representative state an account informally to the parties in interest? ................ :........... ~ Yes ~No d. Copies of receipts, releases, joinders and approvals of foi7nal or informal accounts may be filed with the Clerlc of the Orphans' Court and ma attached to this report. Dn~e May 28, 2009 cam.; :~:. CV >- ~. xr' ~,_, N Sio t of erson ling thi F__ ~ Capacity; QPersonal Representative ~ Counsel cr -~ ,'_ 4+-C?t-' '~.~~ ~: - LIJ'~ ~__C_.. Cr = _. O U Joseph :D. Buckley, Esquire Nmne of Person Filing this Form 1237 Holly_ Pike Address Carlisle,- PA 17013 (717) 249-2448 Telephone Form R6P-!0 rev. l0. /3.06 C rn m o yN ~O G f~ ~~ N m QN Q Z Q~ ~ ~~~ ~~ ~ ~ ~ w a~w ~ ~ a ~ -~ G ~so~lnun ~ ° ~ ~•.. -` a~ ~ C7 q w' r_ _ =~/ ..~ _ i c'- (_ C •~ -~„ ~, 1 -~- _ ~ C ; _` "7 , _~ cr, ra C,_;-: C'j ~^~( a 0 m~ o ®~ ~~ L p~ tC O M lA as+ L O M eC _ a CL M L. ~ ~ O O 34 ~ co o~ d ~ of .~ 6' Q r~.~ o ~~- ym., rl ~ ~ p ~vOi .C -- p m p ~ cC ~~ ~~~ 0 °'~ ~ +~ 7ti ~~ ~~ ~ ~ [p _ I gCr iii :i "~ O ~ ~ i ~ ~~ ~ a tilf3tC ~ i ~ ~ ~? ;~v~© Q - JA ~ iL a,[ .-~ 4?~i~-Ci W E-..9~ ~iZ..l C± .~° ~~~ 4i €~k f~ F- P+~ --= W L9 *+ IHI 2 x: •• - N J ~ ~ tL} Iy ~:j Q] S„I~ i.'i ;~1 .,..t -i i"s{3 i'•t' iL3'i ! ~ ' ~ e' 1t .j..~ ~i {'•. Ol . •rd Q O x o~ ~ o (x ~ za ~ w ~ a w `~ ~~ a ~ .. 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A y p ~ _ ~ ~ ~ ~ ~ L '=. p v O ~ cC ~~ ~~u 0 :r d m d 0 Q w 0 H H O w H H z rn 0 0 N N l11 J--1 Q "~~ w tQ V! w 04 Q aAaca ~~~~ waQOw ~~~a~ owoo N.74HH x~wz a4 as .~ ac Ha~H a.Ha ~a a w ca H 0 x '~'^ ul ~--~ Q H Qa ~ ~ a ~ a ~'U~ ~ ~ ~ '~-i H x x~ ~ ~ .,.., e'••S e F ! !'• ~::;~~,i tx{": r~~si l.tjrls ~~j •~r ~••F~..~ •r•i•••• ~~~ ~. 0 ~~~ m ~n >~^ ~~ c~ ~ ..ol~rK n _ ~v C,i ~ w . j' e~ S' ~ ~, ^.~~ ~ ~ ~~~~~ ~' f ° ~' ® e ~sMro ~;, ~. ~ 1 ty ,~ oV ~~ o a x ~ ~ 1 ^`'' ~ j^~ _~t'. ~_G~~ C7 C'7 C~ "s7 N ~ ` 4 { m z ~ ~ ~~ " z y y b t"s O t- p ~ m =~omc~ ~ r. n r~x~ -- b r~ax m ~ Gm0 ~ "'1DN ~ .= 'O DOHz r b D©t!1 ~ ; c o UPy r d ~~ D a ° N ~~ u m rr ~ ~ (` _ ~ o ~ °° ~ - µ N~ ~. UI ~ ~ ~ C M ~ I I Z aP M+ ~~g ~ oo~~ ~~ w o 0 _. _ ~. ~_ _~ __- ~_~~~ A A ,., _-- 0 .. ~ ~~ ~~ (~~ cne'~m ~1 a m _ ~ o ~ g, '~ W n a~"' ~3 W ~°_ ^^ ~ ~~ ~ '~~ W Q~~ ^~ J fC d w ~ q ~ FQy ~ ~ W W. o~',ro~ o ~. ~~ !'~- a p.~. ...~ ~ti r . µ ~` , ~ © ~' rah 'rr r" N [~ ', o m ~ •,,~,_._ i=re ':: ~"~.. .., . ~~ O t~ v ~ ... ~ ~ W C-1~ = w zmm ~- ° ~~c = m r~~o -rsmo~o 0 _ o ~ o A '-~ ~ ^O, ~ ~~H U .~"'~ Y ~ b ~ ~ N u~~ __ ~ E O ~ °_ '~~ - ~i ~2~ ~ G w D _"' W ~~ o ~ 1 ~ ~ 1' I _~ ~ ~ Z ~l = ~ ~ ~~g r O 4 ° ~~ w o O ,_ _ _ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone : (717) 240-6345 ~r r~ n~r~ ~ n0 Lr ~ ~3~.z ~.~ ZQ10 JUN I I P~! ~ ~p ,, o~ ~ ouRr Date: 6/07/2010 ~~~~~-~~~~ ~~, ~' BATCHELAR PETER H RE: Estate of BATCHELAR REINE ANDREE File Number: 2004-00610 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES NO. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or'iafter July 1, 1992, the personal representative or his counsel, w thin two (2) years of the decedent's death, shall file with the Regi~ter of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/22/2010 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please ', disregard this notice. Sincerely, L~~2tt~t~/lu'l%~'O Glenda Farner Strasb~ugh Clerk of the Orphans'''. Court cc: File Counsel - _- _ _ __ Cumberland County - Register. Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 ~:_ ~~~~~~~~~~ { iL ~~v I i.,{~ 4. i~3i 'Ji ~ i ..: e ZIIlQ JUH I ~ PN 3r• 30 Date: 6/07/2010 BATCHELAR ROBERT D RE: Estate of BATCHELAR REINE ANDREE File Number: 2004-00610 Dear Sir/Madam: CLERK OP ORPHAN`S COURT' CUME3P~?..AP1D "0.. IPA. This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES NO. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or'after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/22/2010 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please', disregard this notice. Sincerely, l `~tra~ ~~ Glenda Farner Strasb~ugh Clerk of the Orphans Court cc: File Counsel __ _ _ _ _ _, -_ _ - Cumberland County = Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 ,,; ~ ~~~. ~" 1 J~l~~.~ V~ ~"~~ ~~ r?~ ~~u t c~ ~~ -. ~,~ 2010 JUN 1 I PM 3~ 30 CLERK 4F (~iPF1AN'S C0~lRT Date : 6 / 0 7 / 2 010 ~U~g~~~~~~ ~~ . P BUCKLEY JOSEPH D 1237 HOLLY PIKE CARLISLE, PA 17013 RE: Estate of BATCHELAR REINE ANDREE File Number: 2004-00610 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES NO. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or, after July 1, 1992, the personal representative or his counsel, w.$.thin two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/22/2010 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please ', disregard this notice. Sincerely, l.~Gi~ilt~V c~?~ a,~•~a Glenda Farner Strasb~ug Clerk of the Orphans Court cc: File Personal Representative(s) Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVAI'~1IA Name of Decedent: Reine Andree Batchelar Date of Death: 06/22/2004 File Number: 2004-00610 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above captioned estate: 1. State whether administration of the estate is complete :................... _ Y$s X No 2. If the answer is No, state when the personal representative ~! reasonably believes that the administration will be complete: December 15, 2010 ~I 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ........_ des _ No b. The separate Orphan's Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? d. Copies of receipts, releases, joinders and filed with the Clerk of the Orphan's Cour Date O ' ~ ,(1 tv _~; ` ~- -~ :-~ - ~~ ir_...~ ,_ ~ •OC u-o~c~~ ac~C-, c:~ .,x- ' ac cn CJ ~ . ~ !~J t'~ ~ c Q~ 0 N Capacity: ovals of formal or may be attacl~d 1 _ I~es _ No nal accq~unts may be report. Personal Representative X Counsel Joseph D. Buckle~Esquire Name of Person Filing this Form 1237 Holly Pike ' address Cazlisle. PA 17013 (717 249-2448 I, Telephone Cumberland County - Register Of Wills One Courthouse Square Carlis?e, PA 17013 Phone:(717) 240-6345 Date: 5/27/2011 BUCKLEY JOSEPH D 1237 HOLLY PIKE CARLISLE, PA 17013 RE: Estate of BATCHELAR REINE ANDREE File Number: 2004-00610 Dear Sir/Madam: ~~.• n = ~~ ..... a ` i n r iv ~r r"- ; __ ~~ ~ ~~ .~ This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/22/2011 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, -~~ ~~ / ~~ . .. A . .¢. ~7~ ~~~y'r,q: t ~ n (~ `~'~.,yfvw/, y,~`yf'~",'~i~ y/ ~~4../! '~ ii' ~ ~/i'l.'.~f;f:`.r% ka . ~ J~~T:u'•~"`•.. ., Glenda Farner Strasbaug Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, rA 17013 Phone:(717) 240-6345 Date: 5/27/2011 BATCHELAR ROBERT D 5133 KYLOCK ROAD MECHANICSBURG, PA 17055 RE: Estate of BATCHELAR REINE ANDREE File Number: 2004-00610 Dear Sir/Madam: ~,~ _~ ~ _ ~--; - rir~ ~ -..! ~ ~, r ; ~ ~ ; ~ ~..~ ~~ uC? `~' .~• This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/22/2011 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~ _® ~'.~ ~, ~E~ p `~yv~,,:a"/d a~'tr~'~''~./ R 3~ (~,~1r' ,A`' i ,7 *r' ,.. ~. 0 ~. Glenda Farner Strasbau Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 5/27/2011 C? ~~.~ BATCHELAR PETER H ~ ~ ..~"~ ~~~ 7 9 0 RANGE END ROAD ~. o ~ rv "-~ _,. a ~ t ^ DILLSBURG, PA 17019 .~ ~ j~ , ,- ~ "~~ , „~ ....~ y v[~ ~..- a-wn .~ ~, ~ r~ i ~.. RE: Estate of BATCHELAR REINE ANDREE File Number: 2004-00610 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/22/2011 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, A• `~~ ~ ~..iJi yrJ ~:':I•~`:ai~~/ L4 _.W~7,Yr1.+ ~~~.~.,,(~}/4~,y A.~i~',1J 4'!i.~,r rV ~P . ip~ tF~ 's n Glenda Farner Strasbau ~~ Clerk of the Orphans' Court cc: File Counsel _~, .. _ _ _ ~ . _~_. _ _.. ~_ ~~ . ,__ ._. •f_T ~ ^__e_ _.. ~;s '~!~ lk~ ' c~ ~W* l~1~ ~"'• ~+ ~~ ~ CIS , '~a ~p w;6 d`~ M ~,,. w~~ 3'`- ,,, _ ~ r,~ u(i ,~ ~~ .: ~ ~. ~ t3 ,., c ~ lt" ~ ~!: ~ ... i ~ ~ ~.d1..st N ~. ~~ ., ~ 1.~ t-...l~• .~ = _ ~ ~ iii T•. r~ ~ ~: ~~~ r:~ ,.~ ~... r. ~ .~: ~! ~~ ~.T f.~i C/`? ~ LL ~;,,, ~; - -- :~ i} ...,.. ~i,_~ _ _ j ~ ~ t,..~ ~ ~! C!? t, ~ ~ ~ .~i ~-_. ,.,,..ss d ~ ,~ c ;? ~G CJ ~ u,..t ~.., -~ ~=~-- r~ ~, ,. ~:::t 1 ~ U rl:} ~'/ ~ i E ~ ,..~ ~ ! ..3 (~ o ~'~• x ~ ~ •r•-: ~ o ,~ ~ ~~ o w 0 ~ ~ aw a '~ N rr ~~ ,.~ N \ ~ V ~ A. C ~ ® ~ ~ ~-J o ~, .. ~°~~°M x ~ C~1~MG ~ 0 ~ ~ ~ O L O „_, V °' °' ~ ~" ¢ Q (~ t~ Q o ~ ~ c ~ ~ ''N~o~ ~ ~ ~~ ~~~' ~ ~ o ~ ,~ ° ~ `~ ~ ~ ~ u U 0 o~ in ~ ~ l to ~ '~` ~ at ~ ~ ~~~ fi , ~ ~ i~ ~ =~ A ~ ~. ~ ~ ~., ~ ~ ~ - t~ ~t ~ , _' y .~ ~ ~: ~ -~ ,= ~ _ ~' ~ ~~n~ ~ - V ~ ~ ~~ ~ ~~1:: ;~ r~.~~ ~ i~.t ~- _~ r~ ~ ___. ~- ~, ~ ,-e ____ ;~ ~ ~, .. ...~ +~ ~~ ~. ~ t.,._ ~` ::~ ~~ u~ ~~ ~~ • • tYi'. ,. ~- ._. i`' ~ ~ ~, ,J G Vii., ~.:_i }..._ i W ~ ~ ci~: Ci~> ~r 3 ~ :;. ~~ ~:. ~:.-. c~c 0 ~ o #.d # --' ~ ;.! i ~:~~ a C 9 (~ :_•.} ~ E-i (~ a L ~ ~ ~ " o W O ~ ~ O a ~ ^~ ~ a' x ~ '~ N U W ~ ~ o \ R.' O CA ~ ®,~ ~n -a o. ~ o M !-~ ~ H m W x ar r..~ ~ ~ M x AND ~. ~ _ -~-~ H rl U d o ~ ~~ ~~~ ~ r.~:-I W ,,N o, i ~ (~ W X11 ~ ~ ~ ~ ~ y ~ ~ o p ~ ~ f.+ L O Y-~ cC ~~~~~ 0 ~. ~. ~, d Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Reine Andree Batchelar Date of Death: 06/23/1993 File Number: 2004-00610 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above captioned estate: 1. State whether administration of the estate is complete :................... Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: December 1 2011 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ........ Yes No b. The separate Orphan's Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphan's Court awl may be attached to this report. Date ~~ ~ ~ - ~ ~~- Capacity: Personal Representative X Counsel ~J ~v~ y . ~ ~ ~r - ._ .. ..._. ~ ~ ~ ~" ~ _ arc U ~ G ~ ~:~ t.t~ r' . _.. ..... ~ ...... tom: ~°. ~.~ ;: ~. U Joseph D Buckley, Esquire Name of Person Filing this Form 1237 Holly Pike Address Carlisle PA 17013 ~717~249-2448 Telephone Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 n C ~ m -~~ c,} Date: 6/01/2012 =-' ~,,. BUCKLEY JOSEPH D ~_~, 1237 HOLLY PIKE S^' CARLISLE, PA 17013 ~- RE: Estate of BATCHELAR REINS ANDREE File Number: 2004-00610 Dear Sir/Madam: e-.. 4 ~~ -~-, ~-, E`- ~- . ~- .~._ , i ~ -_ t..c: .. `,~ ti..~ -h This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/22/2012 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Reine Andree Batchelar Date of Death: 06/23/1993 File Number: 2004-00610 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above captioned estate: 1. State w=hether administration of the estate is complete :................... Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: December 15 2012 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ........ Yes No b. The separate Orphan's Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and app= vats of formal or informal accounts may be filed with the Clerk of the Orphan's Court, ay be attached to this report. ~7 ~ ~ ;~ 7 ' _ ~ Date ~ xt ~'7,~L 2, ~ ~-U ~ ~i ~ ~~-- ~~ ~ ~~ ---. l,~. ~ 'J atur of Person ilin i o C7 ~ i ~_ ~ ~ Capacity: Personal epresentative Counsel rw; -~~_' •ec • ' ~ Joseph D. Buckley Esquire `~'" + `" ~ `' `'n ,Name of Person Filing this Form as ..._ t 1 6ia ='';~ ~ ~ 1237 Holly Pike `--~ ~ ~ Address ~~., Carlisle. PA 17013 ~' .~ 717 249-2448 ~ Telephone ~~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone : (717) 240-6345 RECORDED OFFICE OF RE0IS's`E6; OF l ')I_LS 2Q 3 1UN 3 f !1 9 11 CLERK Ci. Date: 6/03/2013 ORPHANS' CH T CLIMB ERLAND CO., ;=,4 BUCKLEY JOSEPH D 1237 HOLLY PIKE CARLISLE, PA 17013 i RE : Estate of BATCHELAR REINE ANDREE File Number: 2004-00610 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6 . 12 is due on the below listed date . As per the AMENDMENTS TO SUPREME COURT ORPHANS ' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992 , the personal representative or his counsel, within two (2) years of the decedent ' s death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/22/2013 Please feel free to contact this office with any questions you-may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans ' Court CC : File Personal Representative (s) Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY,PENNSYLVANIA. Name of Decedent: Reine Andree Batchelar Date of Death: 06/22/04 File Number: 2004-00610 Pursuant to Pa. O.C. Rule 6.12, 1 report the following with respect to completion of the administration of the above captioned estate: 1. State whether administration of the estate is complete:.. _Yes X_No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: December 15 2013 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ...,.... Yes No b. 'The separate Orphan's Court No. (if any)for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes y No d. Copies of receipts, releases,joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphan's Court a may be attached to this report. r r} Done 4Signon Fai '!'leis or 4-- Capacity: _Personal Representative XCounsel Joseph D. Buckley.squire _ Name of Person Filing this Form u.. .L c 1237 Holly Pike C�'7 C) 7_ Address 2' r cu `xy Carlisle PA 17013 UJ � a UJ C Z; a Co _ (7171249-2448 tU Cr Telephone ti Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Reine Andree Batchelar Date of Death: 06-22-2004 File Number: 2004-00610 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above captioned estate: 1. State whether administration of the estate is complete:................... X 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: a. Did the personal representative file a final account with the Court? ........ Yes X No b. The separate Orphan's Court No. (if any)for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? See Attached Family greement X Yes No d. Copies of receipts, releases,joinders and approvals of formal or informal accounts maybe filed with the Clerk of the Orphan's Court and may be attached to this report. Date iL� Z � I�? &/4 4i amr. f Pers i Filir This Form Capacity: Personal Representative X Counsel M C, rn —+ Joseph D. Buckley, Esquire L1J C� O Name of Person Filing(his Form <? Z ° 1237 Holly Pike ca t� y C3 Q Address 0 0 z Carlisle. PA 17013 G [� LU z J 1— �' — `r (717 249-2448 U) U = W (!J UW 2 CO Telephone Z; C M :x U U W O = UJ ry o U RECORDED OFFICE OF RECORDED REGISTER OF MILLS REGISTER FAMILY AGREEMEn DEC 17 pn 3 19 'Ci3 DEC 11 This Agreement entered into the 251h day of Oc Q CL�y d between CLERK Robert D. Batchelar, in his capacity of co-executor and Pet; a �} i 'n capacity ORPHANS, as co-executor under the will dated March 16, 20(�4U�� �'Xlrtfd tle' atchelar, CUMBERLAN.! Deceased, and Peter H. Batchelar and Linda Batchelar, the residuary legatees of the estate. For purposes of this agreement, when Peter H. Batchelar is referred to in his fiduciary capacity, the term "Co-Executor" will be used and, when he is referred to in his individual capacities, he will be referred to by his first and last names. BACKGROUND 1. Reine Andree Batchelar ("Decedent") died on June 22, 2004, residing at 5133 Kylock Road, Mechanicsburg, PA 17055, leaving a will dated March 15, 2004. 2. Decedent's will was admitted to probate by the Register of Wills of Cumberland County on June 29, 2004, and letters testamentary were issued to her husband, Robert D. Batchelar, and her son, Peter H. Batchelar, as Co-Executors. 3. In her will, Decedent named her son, Peter H. Batchelar, and daughter-in-law, Linda Batchelar as the beneficiaries of her estate, thus the residuary legatees. 4. The Co-Executors advertised the grant of letters Testamentary, prepared and filed an Inventory of Decedent's property and prepared and filed a Pennsylvania Inheritance Tax Return and federal and state income tax returns and paid the appropriate taxes thereon. 5. The Co-Executors paid all the general legatees and all the taxes, debts and expenses of the estate known to them, and they have no knowledge of any unpaid claims, absolute or contingent, which may be asserted against the estate nor do they have any reason to believe there are any such claims. 6. The Co-Executors have distributed the net assets of the estate to Peter H. Batchelar, and daughter-in-law, Linda Batchelar the residuary legatees named in the will. 7. A statement reflecting all estate receipts, disbursements and distributions are annexed here to as Exhibit A. 8. The, Co-Executors and Peter H. Batchelar and Linda Batchelar all desire that their Family Agreement make unnecessary the filing an accounting in the Orphans' Court Division of the Court of Common Pleas of Cumberland County. NOW THEREFORE, intending to be legally bound, the parties do hereby: 1. Waive the filing of an account of the administration of the estate in any court; 2. Declare that the undersigned have each examined the attached informal account (and statement/schedule of distribution) of the Co-Executors; finds it to be true and correct in all particulars; accept and approve it with the same force and effect as if it had been prepared and filed with, audited, adjudicated and confirmed absolutely by a court of competent jurisdiction; and as if the balance of principal and income had been awarded by the Court in accordance with the statement/schedule of distribution; 3. Warrant that the beneficiaries named in the informal account and statement/schedule of distribution are the sole remaining parties in interest in the estate and entitled to receive the entire distribution thereof in accordance with the informal account and Statement/Schedule of Distribution; 4. Warrant that the undersigned know of no outstanding and unsatisfied claims against the estate; 5. Approve the distribution of the balance of principal and income shown in the informal account and statement/schedule of distribution to the persons set forth therein; 6. Absolutely and irrevocably release and discharge the Co-Executors, and their heirs, personal representatives, successors and assigns of and from any and all actions, liabilities, claims and demands relating in any way to their administration of the estate and distribution in accordance with the informal account and statement/schedule of distribution and without a court accounting and adjudication; 7. Agree to refund to the Co-Executors any amount of the undersigned's distribution which exceeds the amount to which the undersigned are entitled as the Co- Executors shall determine; 8. Agree to indemnify and hold harmless, the Co-Executors, and their heirs, personal representatives, successors and assigns, from and against any claims, liabilities, loss or expense (including costs and counsel fees) arising from any cause whatsoever, which the Co-Executors may incur as a result of the administration of the estate and its distribution in accordance with their agreement including, but not limited to, any liability for any federal estate taxes, Pennsylvania Inheritance tax or any other death taxes, and any federal or Pennsylvania income taxes, and Pennsylvania personal property taxes, together with any interest and costs incidental thereto, relating in any way to the estate and also including, but not limited to, any assets received or payments or distributions made by reason of any negligence or mistake of law or fact. 2 IN WITNESS WHEREOF the parties set their respective hands and seals the first day written above. Witness Peter H. Batchelar (Beneficiary) 6--� ,&tom Witness Linda Batchelar (Beneficiary) 0_ /` Witness Peter H. Batchelar (Co- Executor) Witness lobert D. Batche ar (Co-Executor) 3 INFORMAL ACCOUNTING ESTATE OF REINE ANDREE BATCHELAR RECEIPTS OF PRINCIPAL Fiduciary Cash: Acquisition Value Cash or Certificates of Deposit: Real Estate 5133 Kylock Road, Mechanicsburg, PA 189,000.00 Other: Merrill Lynch Stock 423,762.12 Total Inventory $ 612,762.12 Receipts Subsequent to Inventory Inheritance Tax Refund 1,956.02 Total Subsequent Receipts S 1,956.02 TOTAL RECEIPTS OF PRINCIPAL $ 614,718.12 DISBURSEMENTS OF PRINCIPAL Debts of Decedent Funeral Expenses 11101105 Conklin Funeral Home, Inc. 7,945.00 Administration Expenses 07/21/04 CC Law Journal (Legal Adv.) 75.00 Register of Wills (Probate fees) 417.00 08/03/04 Register of Wills (Inheritance tax) 19,665.00 08/03/04 Record Executor's Deed 39.50 Copy fee 10.00 08/10/04 The Sentinel (Legal adv) 136.31 09/09/04 Diversified Appraisal Services 275.00 Gingrich Memorials 2,125.00 Hospice Caregiver 1,500.00 02/11/05 Register of Wills (Additional probate fee) 35.00 Fees & Commissions Joseph D. Buckley attorney's fee) 5,000.00 Robert D. Batchelar 3,500.00 Total debts, expenses and fees 32,777.81 Distributions to Beneficiary Peter H. Batchelar 523,746.27 Linda Batchelar 58,194.04 Total Distributions 581.940.31 PRINCIPAL BALANCE ON HAND 0.00 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX INHERITANCE TAX DIVISION STATEMENT OF ACCOUNT PO BOX 288681 REV-1607 EX JFP (12-04) HARRISBURG PA 17128-0601 DATE 01-31-2005 ESTATE OF BATCHELAR REINE A DATE OF DEATH 06-22-2004 FILE NUMBER 21 04-0610 COUNTY CUMBERLAND JOSEPH D BUCKLEY ACN 101 LAW OFCS J D BUCKLEY Amount Remitted 1237 HOLLY PIKE CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG_ THIS LINE R RETAIN LOWER PORTION FOR YOUR RECORDS __ ktv-!f by @X aFa [d!°d3]'°"'N* fr7Fi�h META fAVIMP �€Af�'FY� b1° ACFBOF�P **N.... ESTATE OF BATCHELAR REINE A FILE NO. 21 04-0610 ACN 101 DATE 01-31-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN 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: 12-13-2004 PRINCIPAL TAX DUE:, 18,641.03 PAYMENTS (TAX CREDITS) : PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-03-2004 CDO04226 932.05 19,665.00 01-12-2005 REFUND .00 1,956.02- TOTAL TAX CREDIT 18,641.03 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ■ IF PAID AFTER THIS DATE, SEE REVERSE SIDE 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. 7 PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available online at www.revenue.state.ea.us, any Register of Wills or Revenue District Offica, or from the Department's 24-hour answering service for forms orders: 1-800-362-2050; services for taxpayers with special hearing and/or speaking needs: 1-800-447-3020 (TT only). - REPLY TO: Questions regarding errors contained an this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box 280601, Harrisburg, PA 17128-0601, phone (717) 787-65D5. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (52) discount of the tax paid is allowed. PENALTY: The 152 tax amnesty non-participation penalty is computed on the total of the tox and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (62) percent per annum calculated at a daily rate of .DD0164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2005 are: Interest Daily Interest Daily Interest Daily Year Rate Factor year Rate Factor Year Rate Factor 1982 202 .000548 1988-1991 11% .000301 2001 92 .000247 1983 162 .000438 1992 97. .000247 2002 6% .000164 1984 112 .000301 1993-1994 72 .000192 2003 52 .000137 1985 13% .000356 1995-1998 92 .000247 2004 42 .000110 1986 lax .000274 1999 72 .000192 2005 52 .000137 1987 92 .000247 2000 82 .000219 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown an the Notice, additional interest must be calculated. PROOF OF PUBLICATION State of Pennsylvania,County of Cumberland Tanury Shoemaker, Customer Care/Sales Manager,of The Sentinel,of the County and State aforesaid,being duly sworn,deposes and says that THE SENTINEL,a newspaper of general circulation in the Borough of Carlisle,County and State aforesaid,was established December 13th,1881,since which date THE SENTINEL has been regularly issued in said County,and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following date(s) 1uIy 16,23&30,2004 COPY OF NOTICE OF PUBLICATION EXECUTOR'S NOTICE Letters Testamentary on the Estate of REINE ANDREE BATCHELAR,late of Upper Allen Township, Afflant further deposes that he/she is not Cumberland County,PA,deceased,have been granted i to the undersigned.All persons knowing themselves to interested in the subject matter of the be Indebted to said Estate will make payment immediately,and those having claims will present them aforesaid notice or advertisement, and that for settlement to:Robert D.Batchelor,Peter H.Batchelar all allegations in the foregoing statement � c/o The Law Offices of Joseph D.Buckley as to tune,place and character of 1237 Holly Pike Carlisle,17)PA 17013 publicatio"true, (717)PA 249-2448 17013 Joseph h Buckley,Esquire 1237 Holly Pike Cadisle,PA 17013 wom to and subscribed before me this 02 day of Au st 2004 otary Public My commission expires: �IMpNfNEAISMI A�E�Ngy.►afANTA NOTARIAL SEAL Pax DAWN M. gµUGHART, Nlrieilf gqo 13t CeIIISIB. CutRbBAeuld COtmtY My Commis�n Expir+�µDv.TB,� , PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYLVANIA : ss. COUNTY OF CUMBERLAND : Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: JULY 16, 23, 30, 2004 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. L r-- Lisa Marie Coyn , Editor Batchelar, Reine Andree, decd. Late of Upper Allen Township. S TO AND SUBSCRIBED before me this Executors: Robert D. Batchelar, Peter H. Batchelar, c/o The Law 30 day of JULY 2004 offices of Joseph D. Buckley. 1237 Holly Pike, Carlisle, PA A 17013. (717) 249-2448. Attorney: Joseph D. Buckley, Esquire, 1237 Holly Pike, Car- lisle, PA 17013. AAL tary Public and County March 5,2005 :, I - • + �- _ _ r ...- _,_ __ . - - " . .. . � �, . a,, } i