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Home My WebLink About04-0614 PETITION Estate of' {')%,~ ~'~ e ~ ~ e J,~ also known as (,.k~, .3 ~,a,v~ o_ Deceased. Social Security No. / 7 ~,~ - ~ c/ --: ¥ ,~ ct '7 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut r, ~, in the last will of the above decedent, dated __~_CkLC_k~ _~...._~ l _q~ ........ 'and codicil(s) dated FOR PROBATE and GRANT OF LETTERS To: Register of Wills for the ofd~c'.,c~_~.~ in the Coumy Commonwealth of Pennsylvania named ,. 19 g"/ (state relevant circumstances, e.g. renunciation, death of exectitor, etc.) Decendent was domiciled at death in C2.~-x V-~.,-I ~ 6. County, Pennsylvania, with h~ last f~ily or princi~residence at ~ C ~ c ~..-, ~ ~.- ~- · ~ c~ o, , ~' (list street, numar ~d mu~ip~ity) Decendcnt, then ~.~ . years of age, died ....... ~ 2: 2, , ~.~-~-~ Except ~ follow, dec~ent did not mar~, w~ not ~vorc~ and did not have a child born or adopte~ after execution of [¥ ~ill offered for probate; was not the ~ctim of a ~ll~g and w~ n~er adju~cated incompetent: ~ ~ .--. ~ndent m d~th owned pro~y ~th ~timated v~u~ as follows: (lf domi~led ~ Pa.) All ~r~n~ property $ (If not do~ in Pa.) P~so~ pro~y in Pe~syiv~a $ (If not domicil~ in Pa.) Person~ pro~y in County V~ue of r~ ~tme in Pen~ylv~a situated as follows: ~ ~ &.~ ~,~ ~ ~7k- ~-~'~ WHEREFORE, petitioner(s) respectfully_request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters (testamentary; adminisffation c.ca.: administration d.b.n.c.t.a.) theron. OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ~s COUNTY OF ('t .~ ~qtoe., I ~.~,, 6 . J ' The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foreg0i~g petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and sub~ribed r oa be~fore me this ,f('tT/d_. day of, / ~'~ ~' ~' ~'~/~ ~' No. Estate Of ~l~/gi E/VE AND NOW 19~ the reverse side hereof, satisfactory proof having be¢~ prc:iented before me, IT IS DECREED that the instrument(s) dated 9' '~' $ C{ ~-/ described therein, be admitted to probate and filed of record as the last will of arid Letters '[~ST/i'I~.DMT/TTL"f are hereby granted to L-0OL[~[~ fiq. Hr. ccg_~p~M /'~MI~ fl/ItTl~'/ ., in consideration of the petition on FEES Probate, Letters, Etc .......... $ Short Certificates( ) .......... $. g~,-.,,,'~-';_':",..~,.'~ .~(1.~,.. ...... S. ~ .00 .,Tc ~) $ 10,00 TOTAL Filed ................................... ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE his is to certify that the information here given is correctly copied from an original cernhcate cf Jea'h dui" filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for Fermanen] filing. WARNING: It is illegal to duplicate this copy by photostat or pllotogr~ph. Fee for this certificate, $2.00 Local Registrar No. P 2 0.3723'i 4 4u'~, ~a~ Date mos.~,~a ne~ 2m? COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS ~,~P,,NT CERTIFICATE OF DEATH ~, Oli~i Ei~i C Divorced ,7,.~,. Pennsylvania ~ ,~.~ '~.d~,~m,~d~ East Pennsboro ,~.~ Cumbe21and ~"~? ,d.~ ,,. F~e ~ 908 ~ S~t ~la. PA 17025 p,,. ~,,~ J~e 29r 2004 ,,.. Hol~ ~s ~t~ [a,d~isb~q, PA 17101 ~=.- --~' I~'~- I ci Q) as Q) ; .~ _ > a. ~~ ~ :;; 1ij 8__~g,E oSl-;;o~ 11)"00"'- . <.!QII)'Eo~ ~~Sl~~E "OQ)-5Q)~Q) 5i~"O..c:.a a. _~ t\1~.2! 8 (\1."0 -g ~ ... ~ ....~t\1~,g1l) 13 g-t: ~ c:'E~ 12 ~1~~~5 m Q)a:... Q)-~~ j;, 12:!::: 5 ~-s.2! :g a.~ >>'tij..c:'" C( 8~:s-S~5 ~ O~D:g~o ~ . . . Ql Ul =c ~ .r: E Q1 ~ ... .e 1i 'iii~ ~ a: """ I ~ q ! 160 a: d I!! 000 ~ ~ ~ 'iii ~ i 'i ~ ~ ~~Ii i t~! ~ ~ !11 aD&! M ( ; ..., -' r..,.' ~ c;: In ~~N e; f:-l 0 ;2: lJ) c- r-l HP:; 1-"1 W ~t-l~ ru Z 0... p::: ~ : ~u< p 1-:.\ ~coO ,;1', 0 'Z rt l.l CJ'I ~ ..: ~ o ~ ';!. :f C\I o .n m ~ r\ '-' ..t +' a. .~ a: E .a &! Q ~ Q) E 8 ["- a- M M o a- cD U"J M o o . ["- N f') ,(\ ( \\J' 2 c, ~ II \ \, ~' L'\JJ'-' ~ <J hll \" non/dO' ~~r. ~./~.-g '.-C. ~.\~.~' v~__.... '. \ ' (\~4:;J.,d:" ~, .~'T~ ~"I~",,~"c...:Jll'~' r' \,""d ~ ~ o ""I) ,r- ,~, ~ 5' Q ~ ~ i-C -.l ~ d .... ~ o(1)g.~\fJ ..... r" (1) Vl ...,. ~ v'" >""t ~ ~ .g~a& ~ p..n~ (1)qs.. ~.... o ~ ~ ::r ~ Vl_ n o ~ (l ? '.....; c z ~ m' . 0 Cf) Cf) (l) ~ ::l =-l 0- m (l) N (fl ~ 0 OGI -0 ! co W t\'l C ~ (fl (l) F' I '0 f'..! """' :3" ~ tit ..... ~ ~ -<. 0 ~ c .,' """' ~ ::l ...., U ;.r m """* ~ 3 .. :;;< SO rJ m ~ ~~ 0- j" 0- """' (l) - (/) Y' ~~ € (/, Q ,3 ~ LAST WILL AND TESTAMENT BE IT REMEMBERED THAT I, GENEVIEVE R. CALDARELLI, a resident of Cumberlan~'~ Count?', Pennsylvania, being of sound and disposing mind, memory and under- standing, do make, publish and declare this to be my LAST WILL and TESTATMENT, hereby revoking any and all Wills and Codicils previously made by me. I I declare that I have three (3) children, LOUISE M. HECKMAN, MARY C. CALDARELLI and ANTHONY A. CALDARELLI. II I direct that my debts and funeral expenses be paid as soon after my death as is oracticable by my Executrix out of my residuary estate, but not from any assets, funds, death benefits or insurance proceeds which are otherwise excludable or exempt from my gross estate for federal estate valuation or tax purposes. III I direct that all estate, succession, legacy, inheritance or other transfer taxes, however designated that shall become payable by reason of my death in respect of all prooerty comprising my gross estate for death tax purposes, whether or not such property passes under this LAST WILL, shall be paid by my Executrix out of my residuary estate, but not from any assets, funds, death benefits or insurance proceeds which are otherwise excludable or exempt from my gross estate for federal estate valuation or tax purposes. IV I give, devise and bequeath all of my property, whether real or personal, wherever situate, including any property over which I may have a power of appointment to my children, LOUISE M. HECKMAN, MARY C. CALDARELLI and ANTHONY A. CALDARELLI, in equal shares, per stirpes. V It is my desire that my children be oermitted to purchase my home for an amount which shall be the lowest appraised value of it. VI I nominate, constitute and appoint my daughter, LOUISE M. HECKMAN, and my daughter, MARY C. CALDARELLI, as Co-Executrix of this LAST WILL, to serve without bond. If either is unable or un- willing to act as Executrix, then I apooint my son, ANTHONY A. CALDARELLI,~as Co-Executor. IN WITNESS WHEREOF, I, GENEVIEVE R. CALDARELLI, have set my hand to this LAST WILL, this ~dav of 7~~-~ , 1987. GENEVIEVE R. CALDARELLI -2- ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND : SS, I, GENEVIEVE R. CALDARELLI, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my LAST WILL; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein expressed. GENEVIEVE R. CALDARELLI Sworn or affirmed to and acknowledged before me b~ GENEVIEVE R. CALDARELLI, Testatrix, this ~ day of ~,~C~r Notary ~blic ' MURREL R. WALTERS, III, Notary Publio Mechanicsburg, Cumberland Co., Pa. ~y Coat, mission Expires November 21, 1988 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND : SS, the witnesses ~hose names are signed to the attached or foregoing in- strument being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her LAST WILL; that GENEVIEVE R. CALDARELLI signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge, the Testatrix was at the time 18 years of age or more, of sound mind and under no constraint or undue influence. Sworn or affirmed,to and acknowledged before me this ~~~~~/~~ay o~/?~ ~/~ /~87. Notary PuYblic MURREL R. WALTERS, II!, Notary M~chanicsburg, Cumberland Co., Pa. %, Commission Expires November 21, 1988 COMMONWEALTH OF PENNSYLVANfA DEPARTMENT OF REVENUE BUREAU OF iNDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11 96) NO. CD 004407 HECKMAN LOUISE M 5024 KYLOCK ROAD MECHANICSBURG, PA 17055 ACN ASSESSMENT CONTROL NUMBER AMOUNT fold ESTATE INFORMATION: SSN: 172-24-8397 FILE NUMBER: 2104-0614 DECEDENT NAME: CALDARELLI GENEVIEVE R DATE OF PAYMENT: 09/21/2004 POSTMARK DATE: 09/1 8/2004 COUNTY: CUMBERLAND DATE OF DEATH: 06/22/2004 101 89,353.74 TOTAL AMOUNT PAID: $9,353.74 REMARKS: SEAL CHECK#II6 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF REV-1500 ~ ' ~') PENNSYLVANIA ,~'~e. DEPARTMENT OF REVENUE ~~'~ DEPT. 280601 · ~HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER C~-OOE YEAR NUMeER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I'- Z Caldarelli, Genevieve R. 172 - 24 -8397 IAI DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DO-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE "' 06-22-2004 08-22-1925 REGISTER OF WILLS III (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~]1. Odginal Retum E~4. Limited Estate [~6. Decedent Died Testate (Attach copy of Willl [~9. Litigation Proceeds Received []2. Supplemental Return [~4a. Future Interest Compromise (date of death after 12-12-82) [~7. Decedent Maintained a Living Trust (A~ch ~py of Trust) [~10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) E~]3. Remainder Return (date of death pdor to 12-13-82) r~5, Federal Estate Tax Return Required L 8. Total Number of Safe Deposit Boxes E~I 1 Election to tax under Sec. 9113(A) (A,ach Sch OI NAMEHary Caldarelli FIRM NAME (If ApplicableI TELEPHONE NUMBER 717-732-9682 COMPLETEMAILINGADDRESS 908 Center street Enola, PA 17025 1. Real Estate (ScheduleA) (1) $ 1 74 · 0OO · OD 2. Stocks and Bonds (Schedule B) (2) $ 2 ~ . O 3 8 . '[ 2 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5, Cash, Bank Deposits & Miscellaneous Personal Property (5) $ ~ '7 ,. q ~ 9: 8 8 .OFFICIA ~[,..~ISE ONLY (Schedule E) 6, Jointly Owned Property (Schedule F) (6) [~ Separata Billing Requested 7. Intar-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. FuneralExpenses&AdministrativeCosts(ScheduleH) (9) $ ~1 :~q~_R-'1 (8) $251,348.00 10, Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) $ 1 : .,15 R. ~,~. 11. Total Deductions (total Lines 9 & 10) 12, Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (11) ~;32.54'7. nR (12) $')'~ 8.- 800. 92 (13) (14) $~!8~800.92 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16, Amount of Line 14 taxable at tineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19~ Tax Due $218 800.92 x .12 x .15 (15) (16) $9 .846.04 (17) ¢8) -- (19) $g,353.74 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insed additional sheets of the same size) Decedent's Complete Address: FSTREETADDRESS 908 Center Street ICl~ Enola ISTATE PA r ZIP 17025 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) $9,846,04 S. W. BARRETT REAL ESTATE & APPRAISAL SERVICES Fie No. 04-0475 APPRAISAL OF LOCATED AT: 908 Center Street Enola, PA 17025 FOR: Mary Caldarelli 908 Center Street Enola, PA 17025 BORROWER: CALDARELLI, Genevieve (Estate) AS OF: 07/06/2004 BY: Start A. Skowronek 124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243-6646 AND FAX 717-243-8627 S. W. BARRETT REAL ESTATE & APPRAISAL SERVICES Fie No. 04-0475 ********* INVOICE ********* File Number: 04-0475 07/07/2004 Mary Caldarelli 908 Center Street Enola, PA 17025 Borrower: Invoice #: Order Date: Reference/Case #: PO Number: CALDARELLI, Genevieve (Estate) 04-0475 07~02~2004 908 Center Street Enola, PA 17025 Appraisal Services Invoice Total State Sales Tax @ Deposit Deposit Amount Due 275.00 $ 275.00 $ o.oo ($ 275.00 ) ($ ) $ o. oo Terms: Paid Receipt Please Make Check Payable To: S. W. BARRETT REAL ESTATE & APPRAISAL SERVICE 124-126 NORTH HANOVER STREET CARLISLE, PA 17013 Fed. I.D. #: 236646404 YOUR SlNGLESOURCE...Pro~ssionaI, E~cientService. THANK YOU S. W. BARRETT REAL ESTATE & APPRAISAL SERVICES File No. 04-0475 07107/2004 Mary Caldarelli 908 Center Street Enola, PA 17025 File Number: 04-0475 In accordance with your request, I have personally inspected and appraised the reap property at: 908 Center Street Enola, PA 17025 The purpose of this appraisal is to estimate the market value of the subject property, as improved. The property rights appraised are the fee simple interest in the site and improvements. In my opinion, the estimated market value of the property as of July 6, 2004 is: $174,000 One Hundred Seventy-Four Thousand Dollars The attached report contains the description, analysis and supportive data for the conclusions, final estimate of value, descriptive photographs, limiting conditions and appropriate certifications. Respectfully submitted, Start A. Skowronek Certified Residential Appraiser 124-126 NORTH HANOVER STREET, CARLISLE, pA 17013 717-243-6646 AND FAX 717-243-8627 Property Description SUMMARY APPRAISAL REPORT UNIFORM RESIDENTIAL APPRAISAL REPORT File No. 04-0475 mPropedyAddress 908 Center Street Legal Des=/pt/on Deed Book F-34, page 237 Assessor's Parcel No. 09-16-1052-046 Sorrower CALDARELLI~ Genevieve (Estate) Current Owner Same Property riqhts appraised m~ Fee Simple ~ Leasehold I Project Type Neighborhood or Proiect Name East Pennsboro Township Sale Price $ N/A Date of Sale N/A Lender/Client Mary Caldarelli ppraiser Stan A. Skowronek City Enola State PA ZipCode 17025 County Cumberland TaxYear 03104 R.E. Taxes$ 2~165.00 Spe¢ialAssessrnents$ N/A Occupant; [] Owner [~ Tenant [] Vacant ~ PUD ~.] Condominium (HUD/VA only) HOA$ N/A /Mo. Map Reference 16-1052 Census Trad 0102.02 Description and $ amount of loan charges/concessions to be paid by se~er N/A Address 908 Center Street~ Enola~ PA 17025 Address 126 North Hanover Street~ Car isle~ PA 17013 Location ~_~ Urban [] Suburban ~_] Rural Bu~t up [] Over 75% [] 25-75% [] Under 25% Growth rate [] Rapid [] Stable [] Slow PropertyvaJues [] Increasing [] Stable [] Declining Demand/supply [] Shortage [] ]nb~ancs [] OversuRfly itarketingtime [] Under3mos, [-~ 3-6mos. ~'~ Over6rnos. Predominant occupancy [] Owner 95 [] Tenant [] v~(o~,~> Single family housing PRICE AGE $ (0oo> 0~) ~ Low New ;:iiiil;:[:,i;;i ;:;:[;;i:: Predoninant 1-'425 I 35 Present land usese%j% Land use change One fam'ly ~ [] Not likely [] Likely -- 2-4 fairy ~ [] In process Mu/ti-felly 0~ To: Residential Comrnerc~al 15% J Vacant ) 15% J ~!ote: Race and the racial composition of the neighborhood are not appraisal factors. Neighborhood boundaries and characteristics: Subject is bounded on the north by Wertzville Rd~ on the east by route 11115~ on the south by Lisburn Rd and on the west by York St. Factors that affect the marketability of the properties in the neighborhood (proximity to emp[oymerd and amenities, employment stability, appeal to market, etc.): There are no adverse factors to affect marketability of subject. Diverse stable employment and all supporting amenities are within easy driving distance. SMSA 3240 Market conditions in the subject neighborhood (including support for the above conclusions related to the trend of property values, demand/supply, and marketing time - - such as data on competith/e properties for sale in the neighborhood, description of the prevalence of sales and financing concessions, etc.): Property sales records and MLS statistics show a steady~ moderate increase in property values over the past year. Average marketin~l time of 80-100 days shows a .qood balance of supply and demand. Few sales and financinq concessions are needed in the neighborhood. Project Information for PUDs (If applicable) -- Is the developer/buitder in control of the Home Owners' Association (HOA)? [] YES [] NO Approximate total number of units in the subject project N/A Approximate total number of units for sale in the subject project N/A Describe common elements and recreational facilities; N/A Dimensions See legal description S/teared .95 Acre m/I Comer Lot ~_~ Yes [] No Spechqc zoning classification and description R-I Single Family Residential Zoning compliance [] Legal [] Legal nonconforming (Grandfathered use) [] Illegal Highest & best use as improved: [] Present use ~ Otheruse lexplain/ [] No zoning Utilities Public Other Electricity ~[~ 200 amp Gas Water [] Sanitary sewer [] Storm sewer [] Off-site improvements Type Public PrNate Street Macadam [] [] Curb/gutter None [] [] Sidewalk None [] [] Street lights None [] [] Nley None [~ Topography Rolling Size Typical for area Shape Irregular Drainage Appears adequate View Residential Landscaping Good Driveway Sudace Macadam Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning, use, etc.): apparent adverse easements~ encroachments or other adverse conditions. Apparent easements None Apparent FEMA Special Flood Hazard Area [] Yes X~ No FEMA Zone C Map Date 04/16/1 g77 FEMA Map No. 420359 0003B There are no GENERAL DESCRIPTION No. of Units 1 No. of Stories 1 Type (Dat./Att.) Design (Style) Existing/Proposed Age (Yrs.) Effective Aae 15 -20 ROOMS Basement Level 1 Level 2 Detached Ranch Existing 46 EXTERIOR DESCRIPTION Foundation Conc. Block Exterior Walls Brick Roof Surface Asphalt Gutters & Dwnspts, Aluminum Window Type Jalousie Storm/Screens No Manufactured House No Kitchen 1 area FOUNDATION Slab None Craa Space None Basement Full Sump Pump None Dampness None Obs. Setitement None Obs. infestation None Obs. Finished ares above grade contains: INTERIOR Materials/Condition Roots Hrdwd/Crpt/Vinyl Walls Plaster/Drwll Trim/Finish Wood Bath Floor Ceramic Bath Wains~t CerTile/DW Doors Wood Average Condition Rooms HEATING Type BBHW Fuel Oil CondiibnAvg COOLING Central Yes Other None C0nditionAvq 3 Bedroom~ KITCHEN EQUIP. Refrigerator [] Range/Oven [] Disposal [] !Dishwasher [] Fan/Hood [] Microwave [] WasheflDrver [~ BASEMENT Area Sq. Fl. 1650 % Finished 90% Ce'ling Drop/Unfin Walls KntyP/CB Floor Crpt/Vin/Cn Outside Entry Yes Walkout Bedrooms # Baths 1 3 I AITIC None Stairs Drop Stair Scuttle Root Heated Finished INSULAllON Roof Ce,ling Wails Floor None Unknown Factor Unk AMENITIES CAR STORAGE: Fireplace(s) # 1 None [] Patio Concrete Garage 2 Deck Attached 2 Pomh Detached Pence Built-In Poo[ Carport Cov'd # of cars 4/Mac Additional features (special energy efficient items, etc.): Front concrete patio. Covered breezeway. Mature landscapin9. The subiect is located on a cul.-de~sac. Condition of the improvements, depreciation (physical, functional, and external), repairs needed, quality of construction remodeling/additions, etc.: Improve merits are in averaqe condition with no physical or functional inadequacies apparent. Adverse any ronmental conditions (such as, but not Jim/ted to, hazardous wastes, toxic substances, etc.) present in the improvements, on the site, or in the immediat~ vicinity of the subject property: No adverse environmental conditions are apparent/disclosed. SUMMARY APPRAISAL REPORT /aluntion Section UNIFORM RESIDENTIAL APPRAISAL REPORT File No. 04-0475 ESTIMATED SITE VALUE ........................... = $ 30t000 Comments on Cost Approach (such as, source of cost estimate, ESTIMATED REPRODUCTION COST-NEW OF IMPROVEMENTS: site value, square foot calculation and for HUD, VA and FmHA, lhe Dwelling 1,650 Sq. Ft. @$_ 65.00 = $ 107~250 estimatedremainingeconomiclifeoftheproperty): ~, Bsmt. 1650 Sq. Ft. @$ 25.00 41~250 Cost new from Marshall Swift Valuation Service ~ Patio~breezeway 10~000 Handbook and local cost analysis. Land value from .,11 GaragelCarp~t 484 Sq. Ft. @ $ 24.00 11~616 Market Data Comparison. Depreciation based on age life ~ Total Estimated Cost New ................ = $ 170~116 observed condition and Market Data Analysis. {~ DepredationLeSs $20~000Physicat $0Functi°nal $0Extemal = sESt' Remaining20~000Econ. Life: -15 Estimated Remaining Economic Life is 40-45 years Depreciated Value of Improvements ................... = $ 1501116 'As4s' Value of Site Improvements ................... = $ 3~000 INDICATED VALUE BY COST APPROACH ........... = $ 183~100 ITEM I SUBJECT COMPARABLE NO. 1 COMPARABLE NO. 2 COMPARABLE NO. 3 908 Center Street 28 Center Drive 905 Wakefield Avenue 5 Creek Road Address Enola Camp Hill Mechanicsburg Mechanicsburg Data and/of Inspection MLS/Courthouse Records MLS/Courthouse Records MLS/Courthouse Records Verification Sources Courthse Rec VALUEADJ~ DESCRIPTION DESCRIPTION I *(9$Adi~trre~ DESCRIPTION 1 +(9$Adjustmm DESCRIPTION Salesor Financing :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: None, Cony None, Cash None, Cony Date of Sale/Time :~ ............................. 06/17/2004 01/16/2004 : 06125/2004 Location Suburban Suburban ' Suburban , Suburban ' Leasehd~Fee Shtle Fee Simple Fee Simple I Fee Simple i Fee Simple Site .95 Ac/Av,q .21 Ac/Avg I 3~700 .32 Ac/Avg = 3~150 1.14 Ac/Avg View Residential Residential ' Residential ' Residential ' Design and Appea Ranch/Avg Ranch/Avg I Ranch/Avg I Ranch/Avg Quartyc~Com~udion Avera.qe/Br ck Avera.qe/Br ck Avg/BricldAlum ', 2,500 AverapelBr ck Age 46 Yrs 49 Yrs ; 31 Yrs ; 46 Yrs ; .~ Condition Avera,qe Ave, rage I Average ! Average '~' Above Grade ~ ?e~.l 'I Barn',s '1 Baths TOtalI Bdrms "1 S~ths ' T0talI Bcrms ', Baths ~ , T0~', ~.~ ', ~t~ ; ~ RoomCount 2( 51 31 1.00 6', 3', 1.50;I -1,500 6: 3', 2.001 -3,000 7', 3', 1.50i -1,500 ~ Gross LJving Area 1~650 Sq. Ft. ' 1~46'3 Sq. Ft. 3~740 ' 1~75'0 Sq. Ft. -27000 ' 1~71'2 Sq. Ft. -1~240 ~; Basement&Finished Full Bsmt/ Full Bsmt/ I 6,000 Full Bsmt/ ', 4,000 Full Bsmt ,, 3,000 Rooms BelowGrade FmPJKit/Bath Unfinished I Family Room I FmR/Den/RcRm Functional Ublit¥ Average AveraRe Average Average Heating/Cocting HtWtr/CA FHA/CA : HP/CA I FHA/CA Ena'gy Efrcient it erinTypical ~ Typical i Typical ; Typical ; Garage/Carpod 2 Car Garage 1 Car Garage I 2~500 2 Car Garage,I 2 Car Garage Pomh, Patio, Deck, Patio/CovBrzwyl Porch/Patio/ , Patio/ ' 2,000 Patio/ ,, 2,000 Fi'eplace{s), etc. 1 Fireplace 1 Fireplace 1 Fireplace I I Fireplace Fence, Pod, etc. None None I !lngrd Pool , -5~000 None Net Adj. (total) ................................... [~+ ~]- :$ 14,440 ~+ ~- iS 1,650 ~+ ~- ',$ 2,260 Ni~ :::::~ .i ii:!:i $ 174,160 Comments on Sales Comparison (including the subject propedy's compatibility to the neighborhood, etc. ): Indicated ran,qe of va ue is $172~000 to $177,000. Surplus acreage adjustments are made at $5~000/acre. Lack of suitable comparables within the subjects immediate vicinity required an expanded search area. These are the best sales comparables known to be available. ITEM SUBJECT I COMPARABLE NO. 1 COMPARABLE NO. 2 COMPARABLE NO. 3 Date, Price and Data 10/10/89 Source fof Flor sstes $1.00 None None None wJth~ year of appraisalCourthouse Courthouse Courthouse Courthouse Analysis of any cun'ent agreement of sate, option, or listing of the subject propedy and analysis of any ~ sales of subject and comparab~es wthin one year ofth~ date of appmisat: No prior sales within the past 36 months. Comparables have not transferred within the past 12 months. INDICATED VALUE BY SALES COMPARISON APPROACH ..................................................... $ 174,000 ~ INDICATED VALUE BY INCOME APPROACH (IfApp~icalfle) Estimated Market Rent $ N/A /Mo. x Gross Rent Muitipfior N/A = $ N/A This appraisal is made [] 'asis' [~ subject o herepaits, aiterations, inspe~ionsc~.coed[fionslisledbdow [~ subjedtocompletionperNansandspedfications' Condi~ionsofAppmisal: The property has been appraised in current condition. This appraisal is for client only~ nontransferable. See attached addendum. Final Reconciliation: Cost and Market Analysis consistently supports the estimated market value. GRM analysis was found inapprol~riate for this analysis. Greatest weight is app ed to the Market Data Analysis. Supportin,q file nformat on substantiates these estimates. The purpose of this appraisal is to estimate the market value of the real propedy that is the subject of this repod, based on the above conditions and the certification, contingent and itrfifing conditions, and market value definition that are stated in the attac~ed fmddis Mac Farm43g/Fannis Mae Form 1004B (Revised 6/93 ). I (WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT iS THE SUBJECT OF THiS REPORT, AS OF 0710612004 (WHICH IS THE DATE OF INSPECTION AND THE EFFECTiVE DATE OF THiS REPORT) T O BE $ 174.000 APPRAISER<~.._ ,,, /' ~,~;. ,,- SUPERVI~ID~'-~_ PRAJSER (ONLY IF ~EOUIREO~ Signature -~'~ ~; ~. '..-- ~.- Signature .... ~ ;/ ~ ~Did []Did Not Name Stun A. Skowr~nek Name Steven W. Barrett~ SRPA~ SPA Inspect Property Date Report Signed 07~07/2004 Date Report Siarned 07/0712004 State Certification # RL-001572-L State PA State Certification # GA-000298-L State PA OrStateLicense# State Or State License # RB-026921-A State PA Certified General Appraiser FanmeMaeFOrml00~ ~-93 70 ~-g3 PAGE 2 OF 2 Steven W. Barrett R.E. Aec:'. Svc. FLOORPLAN Borrower: CALDARELLI, Genevieve (Estate) Property Address: 908 Center Street File No.: 04-0475 Case No.: Cily: Enola State: PA Zip: 17025 Lender: Mary Caldarelli Bedroom Bedroo4mL'J~JBed room 55.00' ~,~,'~ Kitchen Living 22.00' 0 ar Sketch by Apex IV WindowsTM AREA CALCULATIONS SUMMARY Code DesCriptiOn Size Totals GLA1 First Floor 1650.0000 L650.0000 P/P Covered Breezeway 176.0000 Concrete Patio 100.0000 Covered Stoop 24.0000 300.0000 GAR Two Car Garage 484.0000 484.0000 TOTAL LIVABLE (rounded) 1650 LIVING AREA BREAKDOWN ;BreakdoWn ; SubtOtals F&rst Floor 30.00 x 55.00 ,650.0000 1 Area Total (rounded) 1650 124-126 NORTH HANOVER STREET, CARLISLE, pA 17013 717-243-6646 AND FAX 717-243-8627 SUI~JECT PROPERTY PHOTO ADDENDUI'a File No.: 04-0475 Borrower: CALDARELLI, Genevieve (Estate) Property Address: 908 Center Street State: PA Zip: ~17025 City: Enola Case No.: Lender: Mary Caldarelli FRONT VIEW OF SUBJECT PROPERTY Appraised Date: July 6, 2004 REAR VIEW OF SUBJECT PROPERTY STREET SCENE COMPARABLE PROPERTY PHOTO ADDENDUM BolTower: CALDARELLI~ Genevieve (Estate) Property Address: 908 Center Street File No.: 04-0475 Case No.: City: Enola State: PA Zip: 17025 Lender: Mary Caldarelli COMPARABLE SALE #1 28 Center Drive Camp Hill Sale Date: 06117/2004 Sale Price: $162,900 COMPARABLE SALE #2 905 Wakefield Avenue Mechanicsburg Sale Date: 01/1612004 Sale Price: $171,000 COMPARABLE SALE #3 $ Creek Road Mechanicsburg Sale Date: 0612512004 Sale Price: $171,900 LOCATION MAP Borrower: CALDARELLI, Genevieve (Estate) Property Address: 908 Center Street File No.: 04-0475 Case No.: Cit~: Enola State: PA Zip: 17025 Lender: Mary Caldarelli VALLEY ;BURG Isc=le= 1~-.81 milesI 124-126 NORTH HANOVER STREET, CARLISLE, pA 17013 717-243-6646 AND FAX 717-243-8627 PLAT MAP Borrower: CALDARELLI, Genevieve (Estate) Property Address: 908 Center Street File No.: 04-0475 Case No.: City: Enola State: PA Zip: 17025 Lender: Mary Caldarelli B0ho FloodMap Legend Zones Flood Information Community: 42035g - EAST PENNSBORO TO3VNSHIP OF Property is not in a FE~Aspecial flood hazard area. Map Number: 420359 DDO3B Map Date: [~4/15/1977 Panel: [~OD3B FIBS: 42041 Zone: C Neither Transamerica Flood Hazard Certification ~TFHC)nor ACI make any representations or warmmles to any pa~y concerning the co~ten~, accuracy or completeness of thi~ flood repo~, inoluding any ~arrant¥ of memhar~abilit¥ or fitness for a pa~icular purpose. Neither TFH C nor .ACI nor the seller of this flood mpo~ shall have any liability to an~ third batty for any use or misuse of this flood report. 124-126 NORTH HANOVER STREET. CARLISLE, PA 17013 717-243-6646 AND FAX 717-243-6627 File No, 04-0475 ********* QUALIFICATIONS ********* The following checked items are SPECIFIC SPECIAL CONDITIONS that were identified by this appraiser during the inspection of the subject property, the comparables sales, and their neighborhoods and locations. Unless otherwise noted, the conditions that apply to the subject property or the comparable sales used DO NOT AFFECT THE MARKET VALUE OR THE FUTURE MARKETABILITY OF THE SUBJECT PROPERTY BEING APPRAISED. This is not a home inspection service. This is an appraisal to estimate market value. 1. The subject is located in a rural area and is less than 25% built-up. x 2. Commercial/Industrial uses are located within the subject's neighborhood. These uses are typical of similar neighborhoods. _x__3. Vacant and undeveloped land uses are located within the subject's neighborhood. These uses are typical for the area. _x._4. The predominant value in the neighborhood is less than that of the market value of the subject property. This is due to the very wide range of value of properties in the area and superior quality of the subject property. 5. The subject property is located in a F.E.M.A. Identified Flood Zone. Flood insurance coverage is required and suggested. 6. Dampness is noted in the basement of the subject. Standing or running water was not present on basement floor. This condition is considered typical in dwellings of this style. __7. The subject property is serviced by private well and/or septic systems which is common for the area. _x__8. The subject is older than five(5) years. All mechanical systems including the heating, electrical and plumbing systems appear upon a visual exterior inspection to be in working order. No warranties are implied in this statement. __9. Repair items were noted in the comments section of the report. These comments on repair items are for descriptive purposes only and are not required repairs. The items listed are cosmetic in nature. 10. The basement floor is a dirt floor. This condition is common and typical for the area. and does not pose a health or safety hazard. __11. The subject property does contain functional obsolescence as noted in the report. This condition is considered typical and common for the area and this style dwelling. __12. The land value exceeds 30% of total value due to the high demand for vacant land in this neighborhood. This condition is considered common and typical for the neighborhood. __13. The land value exceeds 30% of total value. This is due to the large size of the site. This condition is considered to be typical and common. __14. Individual adjustments were required that exceed 15%. These adjustments were required due to lack of more similar comparables on that individual rating. All comparables used are the best available. 15. Total adjustments exceed 25 Yo. This is due to the lack of comparable sales that were more similar in the subject's market area. All comparables used are the best available. _x_16. One or more comparable sales are older than six(6) months. Although there are comparable properties in the subject's area, none have sold recently; therefore, sales in excess of six(6) months have to be used. All comparables used are the best available. _x_17. One or more comparables used were in excess of one (1) mile from the subject property. Although there are comparable properties in the immediate area, none have sold recently. Therefore, it was necessary to use comparable sales outside ofthe immediate area. All comparables used are located in similar neighborhoods and within the same marketing area. All comparables used are the best available. __21. Roofing Plumbing__ __22. Inground swimming pool guidelines. 18. The electrical system was not connected during inspection. 19. The water service was not connected during inspection. __20. The heating system was shut down during inspection. Electrical Heating out buildings__ __23. According to lender's guidelines a maximum of acreage was given no value. certification(s) is/are suggested. are included ,not included according to lender's acres were considered for this valuation. Remaining File No. 04-0475 ********* QUALIFICATIONS ********* __24. The subject property is located on a private road. __25. Wood infestation inspection is suggested. _x_26. Last recorded deed transfer: Date__10/10/89 , Consideration: $ 1.00 __27. Proposed construction/renovation in accordance to plans and specifications to be completed in a workman-like manner. 28. Seller is paying part or all of closing costs. _x_29. All comparable sales are verified closed sales. _x_30. There are no special conditions or other requirements that would affect market value or future marketability in the Appraisal Report. CHECKED ITEMS ARE SPECIFIC SPECIAL CONDITIONS THAT WERE IDENTIFIED BY THIS APPRAISER DURING INSPECTION. File No. 04-0475 ********* QUALIFICATIONS ********* Confidentiality and Security Policy We consider privacy to be fundamental to our relationship with clients. We are committed to maintaining the confidentiality, integrity and security of clients' personal information. Internal policies have been developed to protect this confidentiality, while allowing client needs to be served. We restrict access to personal information to authorized individuals who need to know this information to comply with federal standards to protect your nonpublic personal information. We do not disclose this information about you or any former consumers or customers to anyone, except as permitted by law. The law permits us to share this information with our affiliates. The law also permits us to share this information with companies that perform marketing. When wa share nonpublic information referred to above, the information is made available for limited purposes and under controlled circumstances. We require third parties to comply with our standards for security and confientiality. We do not permit use of consumer/customer information for any other purpose nor do we permit third parties to rent, selF, trade or otherwise release or disclose information to any other party. File No. 04-0475 DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market under ali conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of title from seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised, and each acting in what he considers his own best interest; (3) a reasonable time is allowed for exposure in the open market; (4) payment is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions* granted by anyone associated with the sale. *Adjustments to the comparab]es must be made for special or creative financing or sales concessions. No adjustments are necessary for those costs which are normally paid by sellers as a result of tradition or law in a market area; these costs are readily identifiable since the seller pays these costs in virtually all sales transactions. Special or creative financing adjustments can be made to the comparable property by comparisons to financing terms offered by a third party institutional lender that is not already involved in the property or transaction. Any adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession but the dollar amount of any adjustment should approximate the market's reaction to the financing or concessions based on the Appraiser's judgment. STATEMENT OF LIMITING CONDITIONS AND APPI~J~ISER'S CERTIFICATION CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to the following conditions: 1. The appraiser will not be responsible for matters of a legal nature that affect either the property being appraised or the tifie to it. The appraiser assumes that the title is good and marketable and, therefore, wiJl not render any opinions about the title. The property is appraised on the basis of it being under responsible ownership. 2. The appraiser has provided a sketch in the appraisal report to show approximate dimensions of the improvements and the sketch is included only to assist the reader of the report in visualizing the property and understanding the appraiser's determination of its size. 3. The appraiser has examined the available flood maps that are provided by the FederaJ Emergency Management Agency (or other data sources) and has noted in the appraisal report whether the subject site is located in an identified Special Flood Hazard Area. Because the appraiser is not a surveyor, he or she makes no guarantees, express or implied, regarding this determination. 4. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, unless specific arrangements to do so have been made beforehand. 5. The appraiser has estimated the value of the land in the cost approach at its highest and best use and the improvements at their contributory value. These separate valuations of the land and improvements must not be used in conjunction with any other appraisal and are invalid if they are so used. 6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depreciation, the presence of hazardous wastes, toxic substances, etc. ) observed during the inspection of the subject property or that he or she became aware of during the normal research involved in performing the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden or unapparent conditions of the property or adverse environmental conditions (including the presence of hazardous wastes, toxic substances, etc. ) that would make the property more or [ess valuable, and has assumed that there are no such conditions and makes no guarantees or warranties, express or implied, regarding the condition of the property. The appraiser will not be responsible for any such conditions that do exist or for any engineering or testing that might be required to discover whether such conditions exist. Because the appraiser is not an expert in the field of environmental hazards, the appraisal report must not be considered as an environmental assessment of the property. 7. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report from sources that he or she considers to be reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of such items that were furnished by other parties. 8. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice. 9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satisfactory completion, repairs, or alterations on the assumption that completion of the improvements will be performed in a workmanlike manner. 10. The appraiser must provide his or her prior written consent before the lender/client specified in the appraisal report can distribute the appraisal report (including conclusions about the property value, the appraiser's identity and professional designations, and references to any professional appraisal organizations or the firm with which the appraiser is associated ) to anyone other than the borrower; the mortgagee or its successors and assigns; the mortgage insurer; consultants; professional appraisal organizations; any state or federally approved financial institution; or any department, agency, or instrumentality of the United States or any state or the District of Columbia; except that the lender/client may distribute the property description section of the report only to data collection or reporting service(s) without having to obtain the appraiser's prior written consent. The appraiser's written consent and approval must also be obtained before the appraisal can be conveyed by anyone to the public through advertising, public relations, news, sales, or other media. Freddie Mac Form 439 6-93 Page I of 2 Fannie Mae Form 1004B 6-93 File No. 04-0475 APPPJ~ISERS CERTIFICATION: The Appraiser certifies and agrees that: 1. I have researched the subject market area and have selected a minimum of three recent sales of properties most similar and proximate to the subject property for consideration in the sales comparison analysis and have made a dollar adjustment when appropriate to reflect the market reaction to those items of significant variation. If a significant item in a comparable property is superior to, or more favorable than, the subject property, I have made a negative adjustment to reduce the adjusted sales price of the comparable and, if a significant item in a comparable property is inferior to, or less favorable than the subject property, I have made a positive adjustment to increase the adjusted sales price of the comparable. 2. I have taken into consideration the factors that have an impact on value in my development of the estimate of market value in the appraisal report. I have not knowingly withheld any significant information from the appraisal report and I believe, to the best of my knowledge, that all statements and information in the appraisal report are ~'ue and correct. 3. I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are subject only to the contingent and limiting conditions specified in this form. 4. I have no present or prospective interest in the property that is the subject to this report, and I have no present or prospective personal interest or bias with respect to the participants in the transaction. I did not base, either partially or completely, my analysis and/or the estimate of market value in the appraisal report on the race, color, religion, sex, handicap, familial status, or national origin of either the prospective owners or occupants of the subject property or of the present owners or occupants of the properties in the vicinity of the subject property. 5. I have no present or contemplated future interest in the subject property, and neither my current or future employment nor my compensation for performing this appraisal is contingent on the appraised value of the property. 6. I was not required to report a predetermined value or direction in value that favors the cause of the client or any related party, the amount of the value estimate, the attainment of a specific result, or the occurrence of a subsequent event in order to receive my compensation and/or employment for performing the appraisal I did not base the appraisal report on a requested minimum valuation, a specific valuation, or the need to approve a specific mortgage loan. 7. I performed this appraisal in conformity with the Uniform Standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of the effective date of this appraisal, with the exception of the departure provision of those Standards, which does not apply. [ acknowledge that an estimate of a reasonable time for exposure in the open market is a condition in the definition of market value and the e~timate I developed is consistent with the marketing time noted in the neighborhood section of this report, unless I have otherwise stated in the reconciliation section. 8. I have personally inspected the interior and exterior areas of the subject property and the exterior of all properties listed as comparables in the appraisal report. I further certify that I have noted any apparent or known adverse conditions in the subject improvements, on the subject site, or on any site within the immediate vicinity of the subject property of which I am aware and have made adjustments for these adverse conditions in my analysis of the property value to the extent that I had market evidence to support them. [ have also commented about the effect of the adverse conditions on the marketability of the subject property. 9. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report, if I relied on significant professional assistance from any individual or individuals in the performance of the appraisal or the preparation of the appraisal report, I have named such individual(s) and disclosed the specific tasks performed by them in the reconciliation section of this appraisal report. I certify that any individual so named is qualified to perform the tasks. I have not authorized anyone to make a change to any item in the report; therefore, if an unauthorized change is made to the appraisal report, I will take no responsibility for it. SUPERVISORY APPF~AISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certifies and agrees that: I directly supervise the appraiser who prepared the appraisal report, have reviewed the appraisal report, agree with the statements and conclusions of the appraiser, agree to be bound by the appraiser's certifications numbered 4 through 7 above, and am taking full responsibility for the appraisal and the appraisal report. ADDRESS OF PROPERTY APPRAISED: 908 Center Street, Enola, PA 17025 APPPuAISER: Name: Start A. Skowronek Date Signed: 07/0712004 State Certification #: RL-00'1572-L or State License #: State: PA Expiration Date of Certification or License: June 30, 2005 Certified Residential Appraiser SUPERVISORY APPRAISER (only if required) Signature: ._~ ~ ¢..,._..2 / ~ Name: Steven W. Barrett, SRPA, SPA Date Signed: 07~07~2004 State Certification #: GA-000298-L or State License #: RB-026921-A State: PA Expiration Date of Certification or License: June 30, 2005 [] Did [~ Did Not Inspect Property Certified General Appraiser Freddie Mac Form 439 6-93 Page 2 of 2 Fannie Mae Form 1004B 6-93 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENTDECEDENT 'FILE NUMBER 2004-00614 SCHEDULE B STOCKS& BONDS ESTATE OF Genevieve R. Caldarelli All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 4 5. 6. SBC Communications - 104 shares of common stock 06/22/04 market value - $24.235 per share A T & T - 11 shares.of common stock 06/22/04 market value- $16.22 BellSouth - 128 shares of common stock 06/22/04 market value - $25.14 cusip ~ - 00175207986010 _ $1.00 par value P P L - 39.965 shares of common stock 06/22/04 market value $42.925 / no par value Verizon Communications - 64 shares of common stock 06/22/04 market value - $35.375 Gartmore Tax-free Income Fund Class D 06/22/04 market value of 982.736 $10.32 per share shares $ 2, 520.44 $ 178.42 $ 3, 217.92 $ 1, 715.50 $ 2, 264.00 $ 10, 141.84 $$20, 038.12 TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, inse~ additioeal sheets of the same size) BigCharts - Historical Quotes Page 1 of 2 BlgfleporEs ! IBAdveneedToo~s [ PrmltlumProducl~; This Historical Quotes tool allows you to look up a security's exact closing pdce. Simply type in the symbol and a historical date to view a quote and mini chart for that security. :.'~i~ Enter Symboh It Enter Date: J6/22/04 AT&T Corp. Tuesday, June 22, 2004 Closing Price: Open: High: Low: Volume: 16.34 16.14 ~G.35 16.09 4,219,100 Go To Charting ~1~1~ ~1 No Splits 2-Month Daily Chart of AT&T Corp. BigCharts - Historical Quotes Page 1 of 2 Home ~ Quote~ ! r~ws ! l~dustd~ ,' Markete ~ tflsto~lcaf Quote~ BIgHeports ! gAdvancedToc4s : Pr~miumProdu¢(~~ This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. Enter Date: J6/22/04 · ~ isbc ,,;~ Enter Symbol: tqn ~nlifm SBC Communications Inc. Tuesday, June 22, 2004 Closing Price; 24.07 Open: 24,32 High: 24.42 Low: 24.05 Volume: 8,497,400 BigCharts- Historical Quotes Page 1 o1'2 Home Quotes I Haws Industries Mincer! Histoflcst Quotes BlillRepo~ts ! BAdvnncedTo~ls , PremlumProduc(~ This Historical Quotes tool allows you to look up a security's exact closing pdce. Simply type in the symbol and a historical date to view a quote and mini chart for that security. Enter Symbol: Enter Date: 16/22104 Verizon Communications Tuesday, June 22, 2004 Closing Price: 35.37 Open: 35,60 High: 35.71 Lo~ 35,04 Volume: 5,795,400 Go To Charting I~1~1~ ~ No Splits 2-Month Daily Chart of Verizon Communications SPONSORED LZNKS ~e_L[ts~Lbece Free Repeal: 3 Hidden Gems Ready to Run - Get Motley Fool co-founder Tom Gardner's free report: with 3 stock pick... Fmdhager.com Newsletter: Up 80% in 2004 - According to Hulbert Financial Digest, Fredhager. com per[folio A was up 1... Get Ken Fishers Stock Market Outlook - Fisher Investments CEO Ken Fisher is a widely respected market forecaste... _TimingCube: Up 900% Since 2000 - 4 Trades a Year - Join thousands of Trend Timers who have taken control of their fi... 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Enter Symbol: ppi Enter Date: j6/22/04 Ppi Corp Tuesday, June 22, 2004 Closing Price: Open: High: Low: Volume: 43.00 43.08 43.14 42.71 460,300 Go To Charting I~1~1~ ~ No Splits 2-Month Daily Chart of Ppi Corp BigCharts - Historical Quotes Page I of 2 Home i Quote~ i News i htduatl'loe i Markets Historical Quotes BIgRepmts I IBAdv&nc~lToole ~ pl~m~umProduct~G This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. ;" "i ibis ~,;[; Enter Symbol: Enter Date: J~/22/04 BellSouth Corporation Tuesday, June 22, 2004 Closing Price: 25.14 Open: 25.19 High: 23.40 LOW: 24.88 Volume: 4,314,400 No Splits C artmore Funds GENEVIEVE R CALDARELLI 908 CENTER ST ENOLA PA 17025-2907 Investment Update April 1, 2004 -June 30, 2004 Page 1 of 4 Your Financial Advisor K1SER, J IL NATIONWIDE SECURITIES INC 2019 CHESTNUT ST CAMP I~LL PA 17011-5467 Dealer Number. 99999 Branch Numbex:. 370012656 Rep. Number. 370012656 Rep. Name: 1,2SER, J IL Account Services 1~00-848-0920 The Ganmore Funds P.O. Box 182205 Columbus OH 43218-2205 Gartmore Funds Invesunent News China. Dynamic. Burgeoning. A country full of high growth potential An economic frontier bursting with pent-up demand that's reshaping the global marketplace. Gartmure's emerging markets investment professionals have been analyzing and understanding the landscape for over a decade. Effective June 30, U.S. investors will have access to tiffs mega-market via the Gartmure China Opportunities Fund. This Fund invests m companies that we anticipate will set the pace for favorable earnings and profit growth during China's expected emergence. To view a prospectus for additional information, and to revest for your future, please visit www. gartmorefunds.com. Investors should read the prospectus carefully, a~d consider a fund's investment objectives, risks, fees, charges and expenses before investing any money. PORTFOLIO SUMMARY Asset Allocation Regular Accounts Core Fixed In me GARTMORE TAX-FREE INCOME FUND CLASS D Regular Accoums Subtotal www.gartmorefunds.com Allocation of 100. 00% MaxketV~ue 06/30/2004 $10.141.~4 $10,141.84 $10,141.84 Toufl Portfolio $10, 141.84 Cjartmore Funds PORTFOLIO SUMMARY continued Investment Update April 1, 2004 -June 30, 2004 Market Value Summary Fund Name Fund - Shave Slmr~ Market ~ Ye~r-lo-£ Regular Accounts Year-to-Date Account Activity Regular Account Estimate Average Cost Summary ACCOUNT TRANSACTION DETAIL Ending Balance as of 06/30/2004 $10. 141.84 $10.32 982. 73~ COMMONWEALTH Of: PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS,& UISC, PERSONAL PROPERTY ESTATE OF FILE NUMBER GENEVIEVE R. CALDARELLI 2004-00614 Include the proceeds of litigation and the date the proceeds were received by the esta~. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Checking account acct. ~ 21065926 Money Market - acct. ~ 15004206199679 Passbook Savings - acct. ~ 21000001213165 Certificates of Deposit a. account % 31003913939103 b. account % 31003914576813 c. account ~ 31003914394645 d. account ~ 31003914394702 Items ~1-3 were held at M & T Bank Summerdale Plaza Branch 423 N. Enola Road Enola, PA 17025 Miscellaneous Personal Property Furnishings for five bedroom home, approximately 40 - 50 years old Clothes Household Goods $ 1,500.00 $ 5O0.00 $ 500.00 $ 3, 436.82 $ 5, 408.50 $11, 503.28 $ 5, 695.29 $ 8, 765.99 $10, 000.00 $10, OOO.0O TOTAL(Alsoeoteronline5, Recapitulation) $ 57,309.88 (If more space is needed, insert additional sheets of the same size) STNT CO ACTZON COID PROD CODE DDA AOCT CURR CODE ACTN POST EFFECTIVE TRACE ZD 06/17 06/21 /29 __ STFD I THF TRANSACTION STMT FORMAT 04/06/30 14.53.00 96 OP EBRN MS 50861 LAST PAGE OF TRANSACTIONS 21065926 PAGE 8 CHECK NUHBER TRAN AMOUNT DESCRIPTZON 5986 31.13 5358331309 CHECK NUMBER 5986 5984 4,043.00 5406208023 CHECK NUHBER 5984 5992 70.63 5111371433 CHECK NUMBER 5992 SHORT NAME CALDARELGEN,J SEARCH FROM 104/04/12 THRU 104/06/29 D/C BALANCE D 7,479.82 D 3,436.82 D 3,366.19 PF: 1-HELP 3-PLVL 6-INQ 7-SB 8-SF 9-ASUM 11-CUTO ..-STSM STMT CO ACTION COID PROD CODE DDA ACCT CURR CODE ACTN POST EFFECTIVE TRACE ID * ¢6'09 STFD I THF TRANSACTION STMT FORMAT ¢4/¢6/30 14.53.16 98 OP EBRN MS 5¢852 ACTION COMPLETE 21065928 SHORT NAME CALDARELGENJ PAGE 7 SEARCH FROM 1¢4/¢4/12 THRU 1¢4/¢6/29 CHECK NUMBER TRAN AMOUNT D/C BALANCE DESCRIPTION 91.87 C 19,143.¢1 * ¢6 * ¢6 * ¢6 ¢2¢¢41593635458 TA LIFE INS -ATY PREMIUM 5979 4,¢43.0¢ 5581256¢¢5 CHECK NUMBER 5979 5978 6,69¢.23 5357281468 CHECK NUMBER 5978 '1¢ 3.57 I-GEN1¢4¢61¢¢¢¢¢2551 INTEREST PAYMENT ¢6'14 5983 51¢7769066 CHECK NUMBER 5983 ¢6'16 5985 5583¢59027 CHECK NUMBER 5985 ¢6'16 5988 16.4¢ 5358246129 CHECK NUMBER 5988 ¢6'17 5987 1¢¢.¢¢ 5583457651 CHECK NUMBER 5987 ..-STSM PF: 1-HELP 3-PLVL 6-INQ 7-SB B-SF 9-ASUM 11oCUTO D D 8,4¢9.78 C 8,413.35 D 8,383.35 D 7,627.35 D 7,61¢.95 D 7,51¢.95 CUP1 1 CULO CO 96 OP EBRN CUST NO. COID 96 SSN/TID: N GENEVIEVE R CALDARELLI A 908 CENTER ST C ENOLA PA 17025-2907 EMPLOYER RETIRED BK REL BK SVC ALL P3 0~3 PLACED 1030318 ~4 PLACED 1030318 LIST HIST ACCTS? N ACTN: ACPR ACDT SEQ- COID- PRDSP ACCOUNT ................ 0~06 96 DDAH~,,'""~O~021~65926 0~07 ~008 0009 96 DDA9~015004206199679 96 ILN 10~ ~1 9120822 ~001 96 READY~~IT£O3g~.... 96 RSV~5~02100000121316_~_6_~5~.2 CIS INDIVIDUAL CUSTOMER PROFILE 04/08/30 10.58.07 MS 84282 INDIVIDUAL CUSTOMER DISPLAYED CUST SEG STATUS-- NO 172248397 CD 0 COST CENTR 6121 BRN-- 6121 TIE 1 OPENED 780128 OFF01 CLOSED OFF02 LST MAIN 1040416 MAR STATS BRTHDATE 250822 SEX ...... F DECEASED ADVERTIS? BANKRUPT EMPLOYEE? N OCCUP CD HH# 0 HOME PHONE 717 732~9682 CUST TYPE T3 SENS CODE 0 BUS. PHONE LANGUAGE REFER? N R E M A R K S NATIONALITY NEXiT: 5 EXP. DATE 9999999 MERGED THE PROFILE PER LOUISE AT BR 154. EXP. DATE 9999999 THEY ARE THE SAME PERSON, BUT ONE NAME LIST CLOSED ACCTS? Y ACCOUNT RELATIONSHIPS NEXT: 11 OPEN ST CURR .... ---BALANCE ...... RE/ 7801 99 C.~tcJL,~ '¢ 3,366.19 ..INDO~ 10107 99 ~(t~L,4 t~rt(t~- 5,408.50 IND~ 9704 07 · '-'~RI 8305 99 7,146.30 I~ 8102 99 11 ,503.28 IND 5 ACCOUNT NO. ACCOUNT TYPE ZSOOq206199679 H$T MARKET ADVANTAGE O0 0 06121N NM 017 STATENEHT PERIOD I PAGE APR.Eq-JUL.23,200qr 1 OF SENEVIEVE R CALDARELLI 908 CENTER ST ENOLA PA 17025-2907 966 INTEREST PAID YEAR TO DATE Bq . 8'~ SUNMERDALE PLAZA ACCOUNT SUMMARY BEGINNING BALANCE ENDIN~ BALANCE DEPOSITS & NITHDRANALS & OTHER OTHER ADDITIONS SUBTRACTIONS NO.I ANOUNT NO.I AMOUNT 0 0.00 i 5,q08.77 CURRENT 2.98 INTEREST PAID $,q05.79 0.00 ACCOUNT ACTIVITY POSTING DEPOBITSjZNTEREST N/DRANALS & OTHER DALLY DATE TRANSACTION DESCRIPTION & OTHER ADDITIONS SUBTRACTIONS BALANCE Oq-Eq-Oq BEGZNNZNG BALANCE 05-21-0q ZNTEREST PAYMENT 1.2q.,,~,407.0Z~.~,407.0~,.~ 06-23-0~ INTEREST PAYMENT 06-~O-Oq INTEREST PAYMENT 0.27 06-30-0q CLOSEOUT 5,q08.77 0.00 ENDING BALANCE $0.00 ANNUAL PERCENTAGE YIELD EARNED = 0.30 Z EFFECTZVE OCTOBER 21, 200q, IF THE AMOUHT OF A NITHDRAHAL, TRANSFER OR OTHER TRANSACTION MADE OR ATTENPTED TO BE HADE DY ANY MEANS EXCEEDS THE BALANCE AVAILABLE FOR NZTHDRANAL NHEN THE NZTHDRANAL, TRAHSFER OR OTHER TRANSACTION ZS CHARGED OR ATTENPTED TO DE CHARGED AGAZHST YOUR ACCOUNT, A $32 IHSUFFZCZENT FUHDS FEE HILL DE ASSESSED TO YOUR ACCOUNT. ALSO, FEES FOR SAVINGS ACCOUNT TRAHSACTZONS USZNG YOUR N&T CARD AT NON-N&T ELECTRONIC FACILITIES NZLL DE: $.75 FOR EACH PURCHASE UBZNG YOUR PIN; $1.50 FOR EACH BALANCE INQUIRY ($2.00 ZF PERFORMED OUTSIDE THE UNZTED STATES}; AND $2.00 FOR EACH OTHER TRANSACTION. CULO CO CUST NO. COID 96 SSN/TID: N GENEVIEVE R CALDARELLI A 908 CENTER ST C ENOLA PA 17025-2907 EMPLOYER RETIRED BK REL BK SVC ALL P3 __ CUP1 I CIS INDIVIDUAL CUSTOMER PROFILE 04/06/30 10.57.57 96 OP EBRN MS 64282 INDIVIDUAL CUSTOMER DISPLAYED NO 172248397 CUST SEC STATUS-- CD 0 COST CENTR 6121 BRN-- 6121 TIE 1 OPENED 760128 OFF01 CLOSED OFF02 LST MAZN 1040416 MAR STATS BRTHDATE 250622 SEX ...... F DECEASED ADVERT[S? BANKRUPT EMPLOYEE? N OCCUP CD HH# 0 0001 PLACED 1030318 0002 PLACED 1030318 LIST HIST ACCTS? N ACTN: ACPR ACDT SEQ- COID- PRDSP ACCOUNT ................ 0001 96 CDACK 031003913939103 0002 96 CDAFF 1~.~'~_~9013000,~ 0003 96 CDACM 031003914394645 0004 96 CDACR ~.~_~003914394702 0005 96 CDACM 031003914576813 EXP · EXP. DATE 9999999 :P-JUNE R CALDARELLI LIST CLOSED ACCTS? Y ACCOUNT RELATIONSHIPS HOME PHONE 717 732-9682 CUST TYPE T3 SENS CODE 0 BUS. PHONE LANGUAGE REFER? N R E M A R K S NATIONALITY NEXT: 3 DATE 9999999 NEN NME:P-GENEVIEVE R CALDARELLI OLD NME NEXT: 6 OPEN ST CURR ...... BALANCE ...... REL 10007 99 /, d~"'"' '5,695.29 IND 10106 08 IND 8808 99,..;2.3'/'' ~/ 10,000.00 IND 9208 05~ ~ ~" 10,000.00 IND 9708 05 3,/& ~'/ 8,765.99 IND CULO ACTION: ******* MISC INFORMATION ******** SUB PRODUCT CODE ........ CK ACCOUNT STATUS .......... 99 PRIMARY OFFICER ......... 06121 SECONDARY OFFICER ....... 99999 BRANCH NUMBER ........... 6121 COST CENTER ............. 6121 ACDT 2 CIS CDA ACCOUNT DETAIL 04/06/30 10.59.21 CO 96 OP EBRN MS ACTION SUCCESSFUL INQ (INQ NXT) COID 00096 PRODUCT CDA ACCOUNT 031003913939103 *********** ACCOUNT BALANCE DATA *********** CURRENCY ................. BALANCE .................. 5,695.29 INT PAID NOT DISBURSED... 0.00 SHORT NAME ........ CALDARELGENJ TIMES RENENED ........... 3 TERM CODE ............... M TERM .................... 13 NEGOTIABLE RATE ......... N RATE .................... 1.04000 COMPOUND FREQUENCY ...... u/ ******** ACCOUNT DATES ******** CURRENT ISSUE DATE... 103/10/28 CURRENT MATURITY DATE ~ FINAL MATURITY DATE.. LINKED ACCOUNT TYPE ..... PRIMARY PRODUCT CODE .... PRIMARY ACCOUNT NUMBER.. 000000000000000 CULO ACTION: ******* MISC INFORMATION ******** SUB PRODUCT CODE ........ OM ACCOUNT STATUS .......... 99 PRIMARY OFFICER ......... 06121 SECONDARY OFFICER ....... 99999 BRANCH NUMBER ........... 6121 COST CENTER ............. 6121 __ ACDT 2 CIS CDA ACCOUNT DETAIL 04/06/30 10.59.27 CO 96 0P EBRN MS ACTION SUCCESSFUL INQ (INQ NXT) COID 00096 PRODUCT CDA ACCOUNT 031003914394645 *********** ACCOUNT BALANCE DATA *********** CURRENCY ................. BALANCE .................. 10,000.00 INT PAID NOT DISBURSED... 0.00 SHORT NAME ........ CALDARELGENd TIMES RENENED ........... 3 TERM CODE ............... M TERM .................... 25 NEGOTIABLE RATE ......... N RATE .................... 2~ COMPOUND FREQUENCY ...... ~ ******** ACCOUNT DATES ******** CURRENT ISSUE DATE... 102/09/26 CURRENT MATURITY DATE 104/10/26 FINAL MATURITY DATE.. -- ' "' LINKED ACCOUNT TYPE ..... PRIMARY PRODUCT CODE .... PRIMARY ACCOUNT NUMBER.. cULO ACTION: ******* MISC INFORMATION ******** SUB PRODUCT CODE ........ OR ACCOUNT STATUS .......... 05 PRIMARY OFFICER ......... 06121 SECONDARY OFFICER ....... 99999 BRANCH NUMBER ........... 6121 COST CENTER ............. 6121 __ ACDT 2 CIS CDA ACCOUNT DETAIL 04/06/30 10.59.36 CO 96 OP EBRN MS ACTION SUCCESSFUL INQ (INQ NXT) COID 00096 PRODUCT CDA ACCOUNT 031003914394702 *********** ACCOUNT BALANCE DATA *********** CURRENCY ................. BALANCE .................. 10,000.00 INT PAID NOT DISBURSED... 0.00 SHORT NAME ........ CALDARELGENJ TIMES RENENED ........... 2 TERM CODE ............... M TERM .................... 80 NEGOTIABLE RATE ......... N RATE .................... ~ COMPOUND FREQUENCY ...... 0 ******** ACCOUNT DATES ******** CURRENT ISSUE DATE... 102/08/18 CURRENT MATURITY DATE 107/08/18 FINAL MATURITY DATE.. -- LINKED ACCOUNT TYPE ..... PRIMARY PRODUCT CODE .... PRIMARY ACCOUNT NUMBER.. OOOOO~OOOOOOOOO EV-1511 EX+ (12-99)~, COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Genevieve R. Caldarelli 2004-00614 Debts of decedent must be reported on Schedule ]. ITEM NUMBER DESCRIPTION AMOUNT 5. 6. 8. 9. FUNERALEXPENSES: Malpezzi Funeral Home Professional Services Automotive Equipment Merchandise (e.g. casket & vault) SpecialCharges Funeral Luncheon - Parish Council Grave Marker - Gingrich Memorials of Catholic Women ADMINISTRATIVE COSTS: Personal Representative _ Louise Heckman Social Security Number _ 181-50-3113 Street address _ 5024 Kylock rd Mechanicsburg, PA 17055 Year Commission paid 2004 7025 Attorney Fees Family Exemption: {If decedent's address is not the same as claimant's, attach explanation) Claimant Mary Caldarelli Street Address 908 Center Street City Enola Stme PA Zip17025 Relationship of Claimant to Decedent Daughter PmbmeFees Register of Wills Accountant's Fees ~xReturnPreparer'sFees Kartic Dass CPA Property Maintenance & Utilities Property Taxes - East Pennsboro Township Property Appraisal - S.W. Barrett Real Estate & Appraisal Service Postage & Copying services $ 3,545.00 $ 285.00 $ 5,608.00 $ 1,612.60 $ 250.86 $ 687.00 5,026.96 7,540.77 3,500.00 $ 266.00 $ 275.00 $ 413.61 $ 1,775.24 $ 275.00 $ 29.80 TOTAL (Also enter on line 9, Recapitulation) $31,090. R~. (If more space is needed, insert additional sheets of the same size) (LH) (MC) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Genevieve R. Caldarelli 2004-00614 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 5. 6. 7. 8. Home health care - Home Instead SeniorCare Doctor.s visit - Cumberland Family Practice Social Security check return ~ Pension check return - Blue Shield Credit card payment - Bankcard Services PA Dept of Revenue tax penalty Electric bill - PPL Water bill - Pennsylvania American Water Company $ 347.48 $ 48.03 $ 394.00 $ 103.10 $ 308.15 $ 82.98 $ 127.03 $ 45.47 TOTAL (Also enter on line 1 O. Recapitulation) $1,4 5 6.2 4 (If more space is needed, insert additional sheets of the same size) INVOICE Service For: June Caldarelli Billed To: Ms. Mary Caldarelli Invoice #: 723-0604-2 Invoice Date: 6/30/2004 Service Period: Jun 16, 2004 - Jun 30, 2004 Normal CAREGiving Service Ride-A-Long Service Rise 'n' Shine Service Sleepover Service Long Nights Miscellaneous Services Other 20.50 @ $16.95 $347.48 -Weekend Homelnstead 5002 Lenker Street Mechanicsburg, PA 17050 (717) 731-9984 www. Homelnstead.com Normal Total: $347.48 - Holiday Miles: 0.00 @ $0.38 $0.00 Miscellaneous Charges: $0.00 Additional Charges/Credits: $0.00 Service Deposit Applied: $0.00 Current Total: $347.48 Invoice Total: $347.48 Due Date: Due upon Receipt ' - P.'-- .' '5~'-..' ":.--:'i.'i:..'..- ?~. -" ' ':.::.'. ~'-: .':..:_ii-."~ , ..,. . . . . ......:.....:.:... -: '" " ' -. -;. :.-i~- :~:'.' ... ': .. : .. ' ./":. '' - · - DETAILED INVOICE Service For: June Caldarelli Billed To: Ms. Mary Caldarelli 5002 Lenker Street Invoicelt: 723-0604-2 Mechanicsburg, PA 17050 Invoice Date: 6/30/2004 (717) 731-9984 Service Period: Jun 16, 2004 - Jun 30, 2004 www. Homelnstead.com ~)6/16 8:00am 4:00pm Normal 8.0( LoudeenGlennon 8.0( ~)6/~1'7 -~:-00~ '-4:-0i)~~ I/q¢'h~a[ .......... g~02 Loudeen--~i-~ho--~ ..................... ~6/18 10:45am 3:20pm Nomal 4.5~ ..... LoudeenGlennon 4~ Miles: 0.00 @ $0.38 - $0.00 Miscellaneous Charges: = $0.00 Additional Charges/Credits: $0.00 Service Deposit Applied: ~ $0.00 C ~ Companionship Hours SN = Sleepover Night Shift HH = Home Helper Hours LN = Long Night Shift S = Special Hours 24 = 24 Hour Shift Current Total: $347.48 O = Other Hours Invoice Total: $347.48 Due Date: Due upon Receipt Ms. Mary Caldarelli 908 Center Street Enola, PA 17025 Invoice #: Service For: Service Period: 723-0604-2 June Caldarelli Jun 16, 2004 - Jun 30, 2004 Invoice Total: Due Date: $347.48 Due upon Receipt *** This is an Advice *** P.O. Box 17039 ACH/EDI Services Baltimore, MD 21203 (302) 934-2458 Genevieve Caldarelli 908 Center St Enola. PA 17025-2907 Date: Wednesday, July 07, 2004 Subject: Notification of Death / Reclamation Funds Deposited to Account: Funds Deducted from Account(s): 21065926 21065926 $394.00 This is to advise you that on 7/7/2004 we deducted from the account(s) shown above the amount of $394, for the SSA Direct Deposit of 7/2/2004. Due to the fact that Genevieve Caldarelli has passed away prior to the issuance of the credit, the Treasury of the United States is requesting reimbursement. In accordance with Federal Regulations, direct deposits may not be retained by the beneficiary unless the beneficiary lived through the entire month pr/or to the date of issuance. If the number of the 'account deducted from' is different from the account into which the funds were originally deposited, the deduction is authorized under the bank's roles for right of offset because one or more of the owners on both accounts are the same. Should you have any further questions about this charge, please call and refer to the case number below. This advice is provided to facilitate the reconcilement of your monthly account statement. Respectfully, ACH/EDI Services M&T Case Number: 2475 Cumbedand Family Practice 4470 Valley Road Enola, PA 17025 717-732-8883 fax 717-732-1640 Dear Cumberland Family Practice Patient: As a result of a recent audit of our patient accounts, your account was identified as having an outstanding insurance balance. After contacting your insurance carder, we were informed that this balance is your responsibility. Please refer to the attached patient statement for the reason your insurance carrier denied the service, and remit payment at your earliest convenience. If you have any questions or need to make payment arrangements, please contact our office at 732-8883 x241. We apologize for any inconvenience. Thank you. BILLING DEPARTMENT DATE REFERENCE OVEP 3C DAYS OVER 60 DAYS OVER 90 DAYS OVER 120 DAYS CURRENT BALANCE DUE FROM INSURANCE CARRIER INSURANCE ,A TEMENT DATE =ATFENT PAY Y.T.D ACCOUNT NUMBER YMEhFrS AND CREDITS /19 2966 VS PAYMENT - THANK YOU RCHASES AHD AO~JUSTHENTS /14 06/14 0326 VS C LATE FEE FOR PAYMENT DUE 06/12 /16 06/15 0020 VS C PAMELA'S FLOWERS 717-732-1257 PA ORDER ND. 00000271637177321257 TOTAL FOR BTLLIMG CYCLE FROM 05/19/2004 THROUGH 0S717/2004 06/17/04 $15.00 07/14/04 Charges C,'edlts (C~ 100.00 CR 39.00 38.05 $77.05 $100.00 CR IMPORTANT NE~VS AN IMPORTANT AMENDMENT TO YOUR ACCOUNT TERMS IS ENCLOSED. ENdOY THE CONVENIENCE AND FLEXIBILITY THE ENCLOSED CHECKS OFFER-- CONTACT US AT WWW.IBSCASH.COM. PAY YOUR BILL QUICKLY WITH PAY-BY-PHONE SERVICE. CALL 1-866-297-9258 TO USE THIS AUTOMATED SERVICE. PAYMENT POSTS THE SAME OR NEXT BUSINESS DAY. FOR UP-TO-THE-MINUTE ACCOUNT ACTIVITY, VISIT WWW.IBSNETACCESS.COM. ~77.05 ~CECHAR~E$ ~NANCECHARGE$ T -' Pa~ Due Amount ................. Adjustmenta //~ ~ Current Pwme~t .................. $3. S. O0 $0.00 ANNUAL PERCENTAGE RATE. .................. 15. ~LEASE SEE REVERSE SIDE FOR IMPORTAN'r INFORIdATION. 19.05% $o.00 19.05% $192.12 10.25% $139.15 4264 2989 2631 9248 * Periodic Rate May Va~/ FOR YOUR SATISFACTION, EVERY HOUR, EVERY DAY ~ 1~800-346-3178. PPL Electric Utilities ppi 47731/-71000 Electric Service $ 0.00 $ 127.03 Summary Page Balance te~ of Jun 16, 2004 ToIa~PPI. EI.E(TRIC 1 J'l'll Il'lES Charge.s Total ('harges $ 127.03 Pay This Amount No Laler than Jul 7, 2004 Account Balance $ 127.03 his bill'/ Please :onlacl us by Jul 7 d 1-8110-342-5775 or 184-634-4900 3r :vrR¢ ~'uMo mcr Scm icc ;27 Hausm:m Rd. Mlcnlown. PA 8104-9392 ¥~,.W.pplweb.conl Electric Use ?his graph ~hows ,ver lhe las113 ?Yl)es of deler Rca(lings: kclua] istimatcd 48 KWH - Average Per l)ay Meter Reading Information Mcler #98224689 Actual KWH Billed 116471 - ' ': ' ' 10224 1423 May 17 32 311D~vs 24 Average - J un Tempcralure KWH Per Day 16 Ycarl2, Use: I 8 Jul 2002 - Ju~l 2l)03 [-~ 0 Jul 2003 -Jun 2(}(}4 J .IASONI)J FMAMJ 2003 Moulhs 20(14 2003 2004 62F 68F 21 47 Tota|Use MontlflyAverage ._,.:- 9632 80~ 9422 785 Other important inlbrmation on back . PPL Electric Utilities Page 3 Yom Bill Accomll Ntmlber I 47730-71000 Electric Service 2}LIVER RICCI CENTER ST ENOLA PA 17025 PPL Electric Utilities Customer Service g27 Hausman Rd. Allenlown, PA 18104-9392 1-800-342 -5775 or 484-634-4900 a~,'w.pplweb.com General Information readin~ tu120 lbtul from Last Bill $ 83~4 Payment Received Jun 1 - Thank You! $ 83,54 Billing Details B:dance as of Jun 16, 2004 $ 0.00 Current Charges Charges for - PPI, ELECTRIC IJTILH'IES Resideutial Rate: RS for May 17 - Jun 16 Distribution Charge: Customer Charge 6.47 200 KWH at 1.79600000¢ per KWH 3.59 600 KWH at 1.59400000¢ per KWH 9.56 623 KWH at 1.47200000¢ per KWH 9.17 Transnfission Charge: 1,4~3 KWH at (!7.37700000¢ per KWlt 5.36 Transition C.haree: 200 KWH at'1.41900000¢ per KWIt 2.84 600 KWlt at 1.25800000¢ per ,K, WIt 7.55 623 KWH at 1.16200000¢ per KWH 7.24 Generation Charge: Capacity and Ener~.v 200 KWIt at 5.02500000¢ per KWtt 10.05 600 KWH at 4.41400000¢ per KWIt 26.48 623 KWH at 4.04900000¢ Der KWIf 25.23 PA Tax Adjustment Surcharge afl. 16000000% 1.32 Tot'd PPL ELECTRIC u'rILITIES Charges $114.86 Current Charges Charges for - PPL ,E, LECTRIC UTILH'IES Area Li~htin~Rate: SA * for May 17 - Jun 16 Distribu'fion Charee: $8.92700000/L'hmp 8.93 Transmission Charee: $0.22800000/Lah~p 0.23 Competitive Transition Charge: $0.03400000/Lmnp · 0.03 Intane:ible Transition Char.e: $0.'78200000/~amp ~ 0.78 Generation Chare. e: Capacity and Enerav $2.07100000/LffJi~p 2.07 PA Tax Adjustment Surcharge at 1.16000000% 0.13 Total PPL ELECTR1C UTILITIES Charges $12.17 Account Balance $127.03 * You were billed for 1 area light(s). Generation prices and chare:es ar.e. scl by lhe electric generation supplier yo.u have chos,~n. The Public Utility Cbminission regulates distriHutk)n prices and serx roes. The Federal Efiergv Regu a ory-Commission regulates lrausmission prices aod services. ' PPL Electric Ut/lilies uses about $12.57 of this bill Io pay state taxes. In add/t/on, about $5.58 of th s b 1 pays the PA Gross Recdipts Tztx. or ServiceTo: JUNE R CALDARELLI 908 Cenler SI ,ccount Number: 24-1572191-5 ?emise Number: 24-0676626 ~illing Period & Meter Information ;illing Date: Jun 18, 2004 ~illing Period: May 19 to Jun 16 (28 days) lext reading on/about: Jul 19, 2004 ~ate Type: Resi'dential ~eter readings in current billing period: ,leter Number N078613727 is a 5/8-inch meter. Present-actual 16000 Last-actual 10100 Gallons used 5900 ......... Prior Balance ....................... Balance from last bill Payments prior to Jun 18, 2004. Thanks! Total prior balance, Jun 18, 2004 .......... Current Water Charges .......... Service Charge Water Volume ($. 005735 x 5.900) STAS PAWC Water 0.04% DSI - PAWC Charge 0.25% Total water charges, Jun 18, 2004 ......... AMOUNTDUE ..................... Water Usage Comparison Monthly usage in hundred gallons. t: 52 2 J A S O N D J F M A M J 0 ] g p t v c n b r} y n 3 $35.11 -35.11 .00 11.50 33.84 .02 .11 45.47 $45.47 :.-..:('/;-.,-:.:y': :. :...::;. Messages to you from Pennsylvania American o ~ny portion of the water charges which is not paid as of 7/13/04 will be subject to a 1.50 % pena~lty. Customers may use their credit card, debit card or pay by electronic check only by calling toll free: 1-866-271-552, ;ustomers may also pay on-line at www. water, paymybill, com. A service fee will apply. Approximately 4. 72 pement or $2.14, of State taxes are included in your current bill. Effective April 1, 2004, the Distribution System Improvement Charge (DSIC) is now .25%. This charge funds he replacement of water distribution facilities. Effective April 1, 2004. the State Tax Adjustment Surcharge (STAS) is now .04%. When paying your bill in person, be aware that American Payment Systems (APS) is Pennsy/vania ~lmerican's only authorized collection agency. APS ensures your payment is credited to your account. 'Jati 1-800-565-7292 for a list of payment centers. Arrangements to disconnect your service just got easier. Log on to pawacom and follow the Turn-Off Program lin, ;ustomer Service & Emergencies 1-800-565-7292 (24 Hours) :or Hearing impaired Customers TDD 1-800-300-6202 (24 Hours) /isit us on the INTERNET: www,pawc.com REV-1513 EX+ (9-00~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER GENEVIEVE R. CALDARELLI 2004-00614 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List ~'uetee(e) OF ESTATE ] 1. Il 1. ~XABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] Louise Heckman 5024 Kylock Road Mechanicsburg, PA 17055 Mary Caldarelli 908 Center street Enola, PA 17025 Anthony Caldarelli 39 Airport Road Grove City, PA 16127 Daughter Daughter Son one third one third one third ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 1l- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, inserl additional sheets of the same size) REGISTER OF WILLS CUMBERLAND County, Pennsylvania CERTIFICATE OF GRANT OF LETTERS No. 2004- 00614 PA No. Estate Of: CALDARELLI GENEVIEVE R alkla: Late Of: CALDARELLI JUNE EAST PENNSBORO TOWNSHIP CUMBERLAND COUNTY 21-04-0614 Deceased Social Security No: 172-24-8397 WHEREAS, on the 30th day of June 2004 an instrument dated March 4th 1987 was admitted to probate as the last will of CALDARELLI GENEVIEVE R (Last, Fi,st, Middle) a/k/a CALDARELLI JUNE late of EAST PENNSBORO TOWNSHIP, CUMBERLAND County, who died on the 22nd day of June 2004 and, W~EREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to; HECKMAN LOUISE M and CALDARELLI MARY C who have duly qualified as EXECUTOR(RIX) and have agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURTHOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY W~EREOF, I have hereunto set my hand and affixed the seal of my office on the 30th day of June 2004. **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) LAST WILL AND TESTAMENT BE IT REF~MBERED THAT I, GENEVIEVE R. CALDARELLI, a resident of Cumberlan~County, Pennsylvania, being of sound and disposing mind, memory and under- standing, do make, publish and declare this to be my LAST WILL and TESTATMENT, hereby revoking made by me. any and all Wills and Codicils previousl~ I declare that I have three (3) children, LOUISE M. HECKMAN, MARY C. CALDARELLI and ANTHONY A. CALDARELLI. II I direct that my debts and funeral expenses be paid as soon after my death as is practicable by my Executrix out of my residuary estate, but not from any assets, funds, death benefits or insurance proceeds which are otherwise excludable or exempt from my gross estat for federal estate valuation or tax purposes. III I direct that all estate, succession, legacy, inheritance or other transfer taxes, however designated that shall become payable by reason of my death in respect of all property comprising my gross estate for death tax purposes, whether or not such property passes under this LAST WILL, shall be paid by my Executrix out of my residua estate, but not from any assets, funds, death benefits or insurance proceeds which are otherwise excludable or exempt from my gross estat for federal estate valuation or tax purposes. IV I give, devise and bequeath all of my property, whether real ' or personal, wherever situate, including any property over which I ma have a power of appointment to my children, LOUISE M. HECKMAN, MARY ¢ CALDARELLI and ANTHONY A. CALDARELLI, in equal shares, per stirpes. V It is my desire that my children be permitted to purchase my home for an amount which shall be the lowest appraised value of it. VI I nominate, constitute and appoint my daughter, LOUISE M. HEC~MAN, and my daughter, MARY C. CALDARELLI, as Co-Executrix of this LAST WILL, to serve without bond. If either is unable or uT willing to act as Executrix, then ! appoint my son, ANTHONY A. CALDARELLI, as Co-Executor. IN WITNESS WHEREOF, I, GENEVIEVE R. CALDARELLI, have set m hand to this LAST WILL, this ~/dav of 7Y~~a,~' '~-~· , 1987. GENEVIEVE R. CALDARELLI -2- ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA : COUNTY OF CU~[BERLAND : I, GENEVIEVE R. CALDARELLI, Testatrix, whose name is signed the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed instrument as my LAST WILL; that I signed it willingly and that I it as my free and voluntary act for the purposes therein expressed /?· ~ 9* , ~· GENEVIEVE R. CALDARELLI Sworn or affirmed to and acknowledged before me by~ GENEVIEVE R. CALDARELLI, Testatrix, this ~' day of f~¢~g~ /, ~987. ~- Notary l~dblic MURREL R. WALTERS, Iit, Nefary Public Mechanicsburg, Cumberland Co., ',,',y Commi.ssio, E~pires November 21. 1988 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : SS, COUNTY OF CUMBERLAND : the witnesses ~hose names are signed to the attached or foregoing strument being duly qualified according to law, do depose and say we were presen, t and saw Testatrix sign and execute the instrument her LAST WILLi that GENEVIEVE R. CALDARELLI signed willingly and t she executed it as her free and voluntary act for the purposes the expressed; that each of us in the hearing and sight of the Testatr signed the Will as witnesses; and that to the best of our knowledg the Testatrix was at the time 18 years of age or more, of sound mi and under no constraint or undue influence. Sworn or affirmed,to me this and acknowledged be Notary P~ lic MURREL R. WALTERS, III, Notary Public M~clJanicsburg, Cumberland Co., Pa. ~ [ ~y ComrnissJon Expires November 21, 1988 EXTREMELY URGENT AFFIX POSTAGE OR o~m FOR PICKUP OR TRACKING CALL 1-800-222-1811 Addres~ Copy ~ ~r EXPRESS ; ER861019501US MalL UNITEDSTaTESPOSTALSERVlCE® Post OfficeTo Addressee EV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Genevieve R. Caldarelli 2004-00614 Debts of decedent must be reported on Schedule I. iTEM NUMBER DESCRIPTION AMOUNT 5. 6. 7. 8. 9. 10. FUNERALEXPENSES: Malpezzi Funeral Home Professional Services Automotive Equipment Merchandise (e.g. casket & vault) SpecialCharges Funeral Luncheon - Parish Council of Catholic Women Grave Marker Gingrich Memorials ADMINISTRATIVE COSTS: Personal Representative's Commissions NameofPersonaIRepresentative(s) Mary Caldarelli Social Security Number(s)/EIN Number of Personal Representative(s) 1 7 1 - 5 2 - 3 8 5 0 Street Address 9 0 8 (2 ~ n'c ~ r s ~ City Enola State PA Zip 17025 Year(s) Commission Paid: 2004 Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Mary Caldarelli Street Address 908 Center Street City Enola State PA Zip17025 Relationship of Claimant to Decedent Daught er Probate Fees Register of Wills Accountant's Fees Tax Retum Preparer's Fees Kartic Dass CPA Property Maintenance & Utilities Property Taxes - East Pennsboro Township Property Appraisal - S.W. Barrett Real Estate & Appraisal Service Postage & Copying services $ 3,545.00 $ 285.00 $ 5,608,00 $ 1,612.60 $ 250.86 $ 687.00 5,026.96 (LH) 7,540.77 (MC) 3,500.00 $ 266.00 $ 275.00 $ 413.61 $ 1,775.24 275.00 29.80 TOTAL (Also enter on line 9, Recapitulation) $3 1,0 9 0 (If more space is needed, insert additional sheets of the same size) Name of Decedent: CERTIFICATION OF NOTXCE UNDER RULE 5.6(~/ Will No. ~tOoCt," OOO tq ^drain. ~ro. ~- 04- Or*lc/ To the Register: I certify that notice of (beneficial ~ntere~) ~tate atlmJn[~ati~n required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on /) [ I[D tlr : Narue Notice has now been given to ali persons entitled thereto under Rule 5.6(a) except. Telephone (ql"/) r'-? 3 ~ - Capacity: ~ Personal Representative Counsel for personal representative Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 10/05/2004 HECKMAN LOUISE M 5024 KYLOCK ROAD MECHANICSBURG, PA 17055 RE: Estate of CALDARELLI GENEVIEVE R File Number: 2004-00614 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the ~J~ENDMENTS 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 ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans, Court his/her Certification of Notice. This filing will become delinquent on 10/10/2004 Your prompt attention to this matter will be appreciated. Thank You. CC: File Counsel Judge Sincerely, GLENDA FARNER Clerk of the Orphans, Court Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 10/05/2004 CALDARELLI MARY C 908 CENTER STREET ENOLA, PA 17025 RE: Estate of CALDARELLI GENEVIEVE R File Number: 2004-00614 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS, COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 10/10/2004 Your prompt attention to this matter will be appreciated. Thank You. CC: File Counsel Judge Sincerely, GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIYZSION PO BOX Z80601 HARRISBURG, PA 171Z8-0601 HARY CALDARELL! 908 CENTER ST ENOLA COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLOHANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-151~7 EX AFP (09-0~i) PA 17025 DATE 11-15-200q ESTATE OF CALDARELLI DATE OF DEATH 06-Z2-200~ FILE NUMBER 21 0~-061~ COUNTY CUHBERLAND ACN 101 Amount Remitted GENEVIEVE R HAKE CHECK PAYABLE AND RENZT PAYNENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 1701:5 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF ZNHER/TANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF CALDARELLI GENEVIEVE R FILE NO. 21 0~-061~ ACN 101 DATE 11-15-200~ TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE ZNTA~EST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. S~ocks and Bonds (Schadula B) $. Closely Held S~ock/Partnarship Interest (Schedule C) ($) q. Hortgages/No*es Receivable (Schedule D) (~) 5. Cash/Bank Daposi~s/Nisc. Personal Proper~y (Schedule E) ($) 6. Jointly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Asse~s APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expenses/Adm. Cos~s/Nisc. Expenses (Schedule H) (9) 10. Debts/Hot,gage Liabilities/Liens (Schedule Z) (10) 11. To,al Deductions 12. Nat Value of Tax Re~urn 17~000.00 Z01058.12 .00 .00 57~$09.88 .00 .00 (8) ~1,090.8~ NOTE: To insure proper credi~ ~o your account, submit ~he upper portion of this fore wi~h your tax payment. 15. NOTE: Z51,3~8.00 1,~56 .Z~ (11) 32.~7.08 (12) 218,800.92 Chari~able/governean~al Bequests; Non-elected 9115 Trusts (Schedule J) (15) Nat Value of Es~a~e Subjac~ ~o Tax (lq) Zf an assess, ent was Sssued prev$ousZy, ~$ne$ ~q, 15 and/or 16, 17, re~lect ~igures that include the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Amount of Line lfi a~ Spousal ra~e (15) 16. Amoun~ of Line lq taxable a~ Lineal/Class A ra~e (16) 17. Amoun~ of Line 1~ a~ Sibling ra~e (17) 18. Amoun~ of Line 1~ ~axable at Collateral/Class B ra~a (18) 19. Principal Tax Due '=": NUHBER .... DISCOUNT INTEREST/PEN PA/D (-) ~9Z.$0 .00 Z18,800.gZ 18 and 19 will · 00 x O0 = . O0 218,800.92 x 0~5= 9,8~6.0~ · O0 x 12 = . O0 · 00 x 15 = .00 (19)= 9,8~6.0~. TAX CRED'rTS: PAYIIENT DATE 09-18-200~ iCDO0~07 ZF PAID AFTER DATE ZNDZCATEDz SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ANOUNT pATD 9,353.7~ TOTAL TAX CREDIT I 9,8~6.0~ BALANCE OF TAX DUEl .00 INTEREST AND PEN. .00 TOTAL DUE .00 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REgUZRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT" (CR)~ YOU HAY BE DUE A REFUND· SEE REVERSE SIDE OF TH/S FORH FOR INSTRUCTIONS.) RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 198Z -- if any futura interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Hake check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which Nas not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313]. Applications ara available online at wee.revenue.state.pm.us, any Register of Hills or Revenue District Office, or from the Department's Z4-hour answering service for forms orders: 1-800-36Z-ZOSO; services for taxpayers with special hearing and/or speaking needs: 1-800-447-3020 (TT only). Any party in interest not satisfied aith the appraisment, allowance or disallowance of deductions ar 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 tho following: A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at www.boardofappaals.state.pa.us on or before tho expiration of the sixty-day appeal period. In order for an electronic protest to be valid, you must receive a confirmation number and processed date from the Board of Appeals website. You may also send a written protest to PA Department of Revenue, Board of Appeals P.O. Box ZBXOZ1, Harrisburg, PA 171Z8-10Z1. 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 tho 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 5 of the booklet "Instructions far Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in tho 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 fram the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (BI) percent per annum calculated at a daily rate of o000164. 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 198Z through 2004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ lOX .000548 ~1~'8-1991 llZ .000301 ~ 9Z .000247 1985 162 .0004S8 199Z 9Z .000247 ZOOZ 6Z .000164 1954 112 .000~01 1993-1994 7Z .O0019Z 2005 5Z .000137 1985 13Z .000556 1995-1998 9Z .000247 2004 4Z .000110 1986 I0Z .000274 1999 7Z .O0019Z 1987 XOZ .000274 ZOO0 7Z .00019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBBR OF DAYS DELINQUENT X DALLY XNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (1S) days beyond the data of the assessment. If payment is made after the interest computation data shown on the Notice, additional interest must be calculated. APPROVAL OF ACCOUNT, RELEASE AND INDEMNIFICATION RE: ESTATE OF GENEVIEVE R. CALDARELLI, DECEASED The undersigned is a beneficiary under the Will of Genevieve R. Caldarelli and desires that the Estate be distributed without the formality ora court accounting. In consideration of the Co-Executrixes making distribution without a ~_~t accounting, and agreeing to be legally bound hereby, the undersigned does he~t~ 1. Waive the filing of an account of the administration of the Estate i ,fl~)urt? undersigned has examined the attached informal a(:~)~t of 2. Declare that the the Executrixes, finds it to be true and correct in all particulars; acc'~f-5tnd approve it with the same force and effect as if it had been prepared a'~nd filed with, audited, adjudicated, and confirmed absolutely by a court of competent jurisdiction; Warrant that the beneficiaries named in the informal account are the sole parties in interest in the Estate and entitled to receive the entire distribution thereof in accordance with the said account, and that the undersigned knows of no outstanding and unsatisfied claims against the Estate; Release and discharge the Co-Executrixes, and their heirs and personal representatives, from any and all actions, liabilities, claims, and demands relating in any way to the administration of the Estate and distribution in accordance with the attached accounting; Agree to refund to the Co-Executrixes any portion of the distribution of the undersigned which exceeds the amount of the undersigned's share as the Executrixes finally determine; Agree to indemnify and hold harmless the Co-Executrixes, and their heirs, personal representatives, successors and assigns, from and against any claims or liabilities arising fi.om any cause whatsoever, which the Executrixes may incur as a result of the administration of the Estate and its distribution in accordance with this release and indemnification agreement. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~Jtlq;lay of 2004. ANTIMONY A. CALDARF. I.LI Social security # 164-56-6502 APPROVAL OF ACCOUNT, RELEASE AND INDEMNIFICATION RE: ESTATE OF GENEVIEVE R. CALDARELLI, DECEASED The undersigned is a beneficiary under the Will of Genevieve R. Caldarelli and desires that the Estate be distributed without the formality of a court accounting. In consideration of the Co-Executrixes making distribution without a tfi~c~t · . . accounting, and agreeing to be legally bound hereby, the undersigned does 1. Waive the filing of an account of the administration of the Estate i .fl~urt? 2. Declare that the undersigned has examined the attached informal a ,.~fil~t of the Executrixes, finds it to be tree and correct in all particulars; acc~t~.~a~nd approve it with the same force and effect as if it had been prepared ~d filed with, audited, adjudicated, and confirmed absolutely by a court of competent jurisdiction; Warrant that the beneficiaries named in the informal account are the sole parties in interest in the Estate and entitled to receive the entire distribution thereof in accordance with the said account, and that the undersigned knows of no outstanding and unsatisfied claims against the Estate; Release and discharge the Co-Executrixes, and their heirs and personal representatives, from any and all actions, liabilities, claims, and demands relating in any way to the administration of the Estate and distribution in accordance with the attached accounting; Agree to refund to the Co-Executrixes any portion of the distribution of the undersigned which exceeds the amount of the undersigned's share as the Executrixes finally determine; Agree to indemnify and hold harmless the Co-Executrixes, and their heirs, personal representatives, successors and assigns, from and against any claims or liabilities arising from any cause whatsoever, which the Executrixes may incur as a result of the administration of the Estate and its distribution in accordance with this release and indemnification agreement. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 7JMJay of 2004. ANTHONY A. CALDARELLI Social security # 164-56-6502 COMMONWEALTH OF PENNSYLVANIA COUNTY oF CO- On this, the 7 day of ~ ~ 2004, before me, a Notary Public, in and for the Commonwealth of Pennsylvania, the undersigned officer, personally appeared a legal representative for ANTHONY A. CALDARELLI, known to me (or satisfactorily proven) to be LOUISE M. HECKMAN whose name is subscribed to the within Agreement and acknowledged that she executed the same for the purposes therein contained. 1N WITNESS WHEREOF, I hereunto set my hand and official seal, My Commission Expires: ~'~¢/a ! ~<} o~ (SEAL) APPROVAL OF ACCOUNT, RELEASE AND INDEMNIFICATION RE: ESTATE OF GENEVIEVE R. CALDARELLI, DECEASED The undersigned is a beneficiary under the Will of Genevieve R. Caldarelli and desires that the Estate be distributed without the formality of a court accounting. In consideration of the Co-Executrixes making distribution without a court accounting, and agreeing to be legally bound hereby, the undersigned does hereby: 7. Waive the filing of an account of the administration of the Estate in any court; Declare that the undersigned has examined the attached informal account of the Executrixes, 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; Warrant that the beneficiaries named in the informal account are the sole parties in interest in the Estate and entitled to receive the entire distribution thereof in accordance with the said account, and that the undersigned knows of no outstanding and unsatisfied claims against the Estate; 10. Release and discharge the Co-Executrixes, and their heirs and personal representatives, from any and all actions, liabilities, claims, and demands relating in any way to the administration of the Estate and distribution in accordance with the attached accounting; 11. Agree to refund to the Co-Executrixes any portion of the distribution of the undersigned which exceeds the amount of the undersigned's share as the Executrixes finally determine; 12. Agree to indemnify and hold harmless the Co-Executrixes, and their heirs, personal representatives, successors and assigns, from and against any claims or liabilities arising from any cause whatsoever, which the Executrixes may incur as a result of the administration of the Estate and its distribution in accordance with this release and indemnification agreement. 1N WITNESS WHEREOF, I have hereunto set my hand and seal this t7 day of Dr~c_ . , 2004. Witness: MAR/~ C. CALDARELLI Social security # 1'/1-52-3850 COMMONWEALTH OF PENNSYLVANIA COUNTY OF On this, the 3 day of t/.~ ,2004, before me, a Notary Public, in and for the Commonwealth of Pennsylvania, the undersigned officer, personally appeared MARY CALDARELLI, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within Agreement and acknowledged that she executed the same for the purposes therein contained. 1N WITNESS WHEREOF, I hereunto set my hand and official seal, My Commission Expires: /~//)t'fa (SE~,L) APPROVAL OF ACCOUNT, RELEASE AND INDEMNIFICATION RE: ESTATE OF GENEVIEVE R. CALDARELLI, DECEASED The undersigned is a beneficiary under the Will of Genevieve R. Caldarelli and desires that the Estate be distributed without the formality of a court accounting. In consideration of the Co-Executrixes making distribution without a court accounting, and agreeing to be legally bound hereby, the undersigned does hereby: 13. Waive the filing of an account of the administration of the Estate in any court; 14. Declare that the undersigned has examined the attached informal account of the Executrixes, finds it to be true and correct in all particulars; accept and approve it with the same rome and effect as if it had been prepared and filed with, audited, adjudicated, and confirmed absolutely by a court of competent jurisdiction; 15. Warrant that the beneficiaries named in the informal account are the sole parties in interest in the Estate and entitled to receive the entire distribution thereof in accordance with the said account, and that the undersigned knows of no outstanding and unsatisfied claims against the Estate; 16. Release and discharge the Co-Executrixes, and their heirs and personal representatives, from any and all actions, liabilities, claims, and demands relating in any way to the administration of the Estate and distribution in accordance with the attached accounting; 17. Agree to refund to the Co-Executrixes any portion of the distribution of the undersigned which exceeds the amount of the undersigned's share as the Executrixes finally determine; 18. Agree to indemnify and hold harmless the Co-Executrixes, and their heirs, personal representatives, successors and assigns, from and against any claims or liabilities arising from any cause whatsoever, which the Executrixes may incur as a result of the administration of the Estate and its distribution in accordance with this release and indemnification agreement. 1N WITNESS WHEREOF, I have hereunto set my hand and seal this ~day of '~ ,2004. Social security # 164-56-6502 COMMONWEALTH OF PENNSYLVANIA COUNTY OF On this, the ~ day of ~ ,2004 before me, a Notary Public, in and for the Commonwealth of Pennsylvarda, the undersigned officer, personally appeared LOUISE M. HECKMAN, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within Agreement and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal, My Commission Expires: 7j (SEAL) NOTARIAL SEAL I ROBERT J. GOLD, Notary Public Hampden Twp. Cumbeda~d~ My Commission Expires Ju y 10, 2~07 ESTATE OF GENEVIEVE R. CALDARELLI Summary of Account Principal Estate Inventory Receipts of Income Net Loss on Sales or Other Dispositions Less Disbursements Debts of Decedent Funeral Expenses Administrative Expenses Costs of Sale of Residence Fees and Commissions State Taxes $ 1,645.34 11,988.46 6,021.07 1,761.00 12,842.73 9,353~74 Principal Balance Before Distributions Less Distributions to Beneficiaries Balance $ 251,348.00 2,812.93 $ 254,160.93 10,360.26 $ 243,800.67 43,612.34 $ 200~181.33 $ 200,181.33 $0.0 4 Estate Inventory Real Estate 1. Residence located at 908 Center Street, Enola, East Pennsboro Township, Cumberland County, PA Stocks and Mutual Funds 1. SBC Communications - 104 shares ~ 24.235/share 2. AT& T - 11 shares ~ $16.22/share 3. BellSouth- 128 shares ~ $25.14/share 4. PPL -39.965 shares ~ $42.925/share 5~ Verizon Communications - 64 shares @ $35.375/share 6. Gartmore Tax-free Income Fund Class D 982.736 shares ~ $10.32/share Cash~ Bank Deposits and Miscellaneous 1. M & T checking Account -21065926 2. M & T Money Market account - 15004206199679 3. M & T Passbook Savings - 21000001213156 4. M & T Certificates of Deposit a. account # 31003913939103 b. account # 31003914576813 c. account # 31003914394645 d. account # 31003914394702 5. Household and Clothing Total Estate Inventory Value $174, 000 $ 2,520.44 $ 178.42 $ 3,217.92 $ 1,715.50 $ 2,264.00 $10, 141.84 $ 3,436.82 $ 5,408.50 $ 11,503.28 $ 5,695.29 $ 8,765.99 $10,000.00 $10,000.00 $ 2,500.00 $251,348.00 Receipts of Principal Assets Listed in Inventory Receipts Subsequent to Inventory 06/30/04 Imerest & Dividend Deposit 07/30/04 Estate Account Interest 08/03/04 Interest & Dividend Deposit 08/16/04 CD Interest Deposit 08/30/04 Estate Account Interest 09/13/04 Imerest & Dividend Deposit 09/22/04 CD Interest Deposit 09/30/04 Estate Account Interest 10/13/04 Estate Account Interest 10/29/04 Estate Account Interest 11/11/04 CD Interest Deposit 11/11/04 AT&T Merger Consideration Check 11/30/04 Pro-rated County tax reimbursement 11/30/04 Pro-rated School tax reimbursement 11/30/04 Estate Account Interest 12/04/04 Gartmore Funds Interest Total Receipts Subsequent to Inventory Total Receipts of Principle 376.26 0.74 271.99 115.22 0.70 287.14 190.96 0.81 1.06 1.06 189.39 270.00 38.00 1,031.10 1.75 36.75 $ 251,348.00 $ 2,812.93 $ 254,160.93 6 Date 6/30/04 6/30/04 8/18/04 9/13/04 11/13/04 11/13/04 11/16/04 11/30/04 Gains and Losses on Sales or Other Dispositions of Principal Gain M & T Bank Passbook Savings Acct # 21000001213165 Net Proceeds - 11,509.02 Value - 11,503.28 5.74 M & T Money Market- acct # 15004206199679 Net Proceeds- 5,408.77 Value - 5,408.50 0.27 M & T Certificate of Deposit # 3914576813 Net Proceeds- 8,765.99 Value - 8,765.99 -0- M & T Checking Accoum # 21065926 Net Proceeds- 3,059.71 Value - 3,436.82 M & T Certificate of Deposit # 3914394702 Net Proceeds- 10,026.99 Value - 10,000.00 26.99 M & T Certificate of Deposit # 3914394645 Net Proceeds- 10,011.08 Value - I0,000.00 11.08 M & T Certificate of Deposit # 3913939103 Net Proceeds- 5,728.16 Value - 5,695.29 32.87 Residence, 908 Cemer Street, Enola PA Net Proceeds- 163,000 Value - 174,000 Loss -0- 377.11 11,000 Page 1 7 Sale of Book Entry Stock Shares Date 10/27/04 PPL - 24.673 shares Net Proceeds- 1,273.23 Value - 1,028.70 11/15/04 SBC Communications - 52 shares Net Proceeds- 1,353.08 Value - 1,260.22 11/17/04 AT&T - I 1 shares Net Proceeds- 186.30 Value 178.42 11/17/04 Vexizon Communications - 32 shares Net Proceeds- 1,337.67 Value - 1,132.00 11/18/04 Bell south - 64 shares Net Proceeds- 1,781.36 Value - 1,608.96 11/30/04 Gartmore Mutual Fund - 982.736 shares Net Proceeds- 10,358.04 Value -10,141.48 Subtotal Gain/Loss Subtotal Net Loss Gain 244.53 92.86 7.88 205.67 172.40 216.56 1,016.85 Loss 11,377.11 $10,360.26 Page 2 8 Disbursements of Principal Debts of Decedent Date Paid 06/22/04 07/04/04 07/04/04 07/04/04 07/07/04 07/07/04 07/12/04 07/20/04 07/2O/O4 08/01/04 08/01/04 08/01/04 09/27/04 Bankcard Services - credit card balance PA Dept of Revenue - tax penalty PPL Electric Co. - electric bill PA American Water - water bill Mary Caldarelli - reimbursement for checks written by decedent but not deposited prior to death Home Instead Health Care - home health aid East Pennsboro Township - trash/sewer bill PA Blue Shield-return pension check M&T - Estate checks PPL - electric bill PA American Water - water bill Verizon - phone bill Cumberland Family Practice - medical bill Total Debts Funeral Expenses 07/06/04 07/12/04 08/24/04 Malpezzi Funeral Home- funeral services Parish Council of Catholic Women- funeral luncheon Gingrich Memorial - grave marker deposit (balance due - in reserve) Total Funeral Expenses Amount Paid $ 308.15 $ 82.98 $127.03 $ 45.47 $ 300.00 $ 347.48 $ 96.OO $103.10 $ 11.75 $ 94.53 $ 44.37 $ 36.45 $ 48.03 $1,645.34 $11,050.60 $ 250.86 $ 347.0O $ 340.0O $11,988.46 Administration Expenses 06/30/04 07/08/04 07/16/04 07/30/04 08/16/04 08/28/04 09/21/04 09/22/04 09/27/04 10/17/04 Page 1 Louise Heckman - reimbursement of probate costs US Postal Service- stamps JJ. Heckman - lawn mowing J.J. Heckraan - lawn mowing J.J. Heckman - lawn mowing East Pennsboro Township - real estate taxes Register of Wills - processing fee Mary Caldarelli - family exemption Keystone Oil - oil delivery Register of Wills - additional probate fee $ 266.00 $ 14.80 $ 30.00 $ 30.00 $ 30.00 $1,775.24 $ 15.00 $ 3,500.00 $ 23 ~08 $ 35.00 9 11/23/04 11/23/04 11/ /04 Keystone Oil - furnace repair Register of Wills - additional Letters Testamemary Mary Caldarelli - reimbursement for copying & postage fees Total Administrative Expenses Costs of Sale of Residence 11/30/04 State Taxes 09/18/04 Real Estate Transfer taxes, etc. Document preparation Notary fees Record POA Total Cost of Sale Register of Wills Agent -PA Inheritance Tax (yielding discount of $492.30) Subtotal Fees and Commissions 11/17/04 11/18/04 Reserve Page 2 Mary Caldarelli - Co-executrix Commission Louise Heckman - Co-executrix Commission DAS Tax Service - 2004 income tax preparation fee Total Fees and Commissions $ 251.95 $ 15.00 $ 35.00 $ 6,021.07 $1,630.00 24.00 8.00 27.00 $1,761.00 $ 9,353.74 $ 9,353.74 $ 7,540.77 $ 5,026.96 $ 275.00 $12,842.73 10 Disbursement of Principal to Beneficiaries To: Louise M. Heckman, in distribution of one-third residuary share per Will Stock Transfers 17 shares of SBC communications common stock 11 shares of Verizon common stock 22 shares of BellSouth common stock 5 shares of PPL common stock Date of Death value One-third share of household and personal effects Cash To: Mary Caldarelli, in distribution of one-third Residuary share per Will Stock Transfers 17 shares of SBC communications common stock 10 shares of Verizon common stock 21 shares of BellSouth common stock 6 shares of PPL common stock Date of Death value One-third share of household and personal effects Cash (minus $40,000 gift of equity to Dennis Smith) $ 1,568.825 $ 833.33 $64,331.04 $ 1,551.235 $ 833.33 $ 24,331.05 To~ Anthony A. Caldarelli, in distribution of one-third Residuary share per Will Stock Transfers 18 shares of SBC communications common stock 11 shares of Verizon common stock 21 shares of BellSouth common stock 5 shares of PPL common stock Date of Death value One-third share of household and personal effects Cash Total Principal Disbursements $ 1,567.92 $ 833.33 $ 64, 331.04 $200~181.33 11 AFFIDAVIT Mary Caldarelli, Co-Executrix under the Will of GENEVIEVE R. CALDARELLI, Deceased, hereby declares under oath that said Co-Executrix has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account is true and correct, and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to her knowledge, there are no claims now outstanding against the Estate; that all taxes presently due fi.om the Estate have been paid. Mary i2alda~, Co-Executrix-- Swor~d subscribed before me this, 2004. NOT~Y P~_~IJI~/ '- MY CO~SSION E~I~S: . day of (SEAL) Louise M. Heckman, Co-Executrix under the Will of GENEVIEVE R. CALDARELLI, Deceased, hereby declares under oath that said Co-Executrix has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account is true and correct, and fully discloses ail significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to her knowledge, there are no claims now outstanding against the Estate; that ail taxes presently due from the Estate have been paid. Louise M. Heck~na~, Co-Executrix Sworn to and subscribed before me this day of MYCOMMISSIONEXPIRES: 7~[~ [ O .~ '~-0a) (SEA[) 16 cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/25/2006 HECKMAN LOUISE M 5024 KYLOCK ROAD MECHANICSBURG, PA 17055 RE: Estate of CALDARELLI GENEVIEVE R File Number: 2004-00614 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. sr~~ 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: 4/25/2006 CALDARELLI MARY C 908 CENTER STREET ENOLA, PA 17025 RE: Estate of CALDARELLI GENEVIEVE R File Number: 2004-00614 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: 6/22/2006 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 Wi Us of Cumberland County STATUS REPORT UNDER RULE 6.12 () C' ,1\ e.J; e v"e h. (oJOu re i it DCaJ~~/O'1 )., 00 '-{ - Do (Q I Y Name of Decedent: Date of Death: Estate No.: 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 estat.;: is complete: Yes ~ No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No ~ 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 0 c. Copies of receipts, releases, joinders and approval offonnal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: Ot;,/o!:iLtJ(., 'I~^~ Signature ~ A.OUi~ Name In. I-/-ec(iv){j/J K '1/0C(( Kd (}1("ci,(,'/C5 iJ..''J Pii '! Co (p" (0 i 4 ~ SO.~4 Address ('/11 ) Telephone No. j .. Capacity: El Personal Representative o Counsel for personal representative L?) -u5 Register of Wi Us of Cumberland County STATUS REPORTTJNDERRULE 6.12 Name of Decedent: (')(' ,r) e V \' C! ,-"e r~. (~, tela re ( I; Date of Death: OG.J /)w 10'-( ~C04-- 00 Cp/l.( Estate No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the foHowing with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. lfthe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No!5(l 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 0 c. Copies of receipts, releases, joinders and approval offonnal or informal accounts maybe filed with the Clerk of the Orphans' Court and may be attached to this report. . /"7,/7 -'! Date: 0& 1/5' I tJ~ .//'}/~t..t; "~L ll( (~(c(ecre ((,' P) c 0.. ueX Co;} {3 Do,rr~.'j S(V\ V It ,")1(;) '5& Address (' d.. ((0 ') L(?5 -554 q Telephone No. ,n' '~,' I .. Capacity: rgJ. Personal Representative o Counsel for personal representative ~.~ 'W - \'SI)