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HomeMy WebLinkAbout04-0628Register of Wills of Cumberland , Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Blair D_ PadPn also known as , Deceased Social Security No. 301 -1 0-7095 Petitioner(s) who is/are 18 years of age or older, apply(les) for: (COMPLETE "A" OR "B" BELOW:) {:~ A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut~r.~ named in the last Will of the decedent, dated Ma_v 1 7 .. 2004 and codicil(s) dated ( State relevant circumstances, e.g. renunciation, death of executor, etc.) Except as follows, Decedent did not marTy, was not divorced, and did not have a child bom or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: [~ B. Grant of Letters of Administration (d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary ~'. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at ~, 1 I w~ ] '1 -i ~rn~ ~'r'(~-.~'~ Roi _ _ M~h~rt -i c,~ ~r Boz-o]]crh: PA ....... (list street, 6umber, and munici~a~tT~-" - Decedent, then 94 years of age, died June 21 ,2004 , atHoly Spirit Hospital (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ q ~q 0; n ~ O, 0 0 (If not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of Real Estate in Pennsylvania $ 1 4 0 ~ 0 0 0.0 0 situated as follows: 511 Williams Grove Rd... Me~h~nl ~.~h,,~-g; PA Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Typed or pdnted name and residence Signature snace, NVllls PetGrantLt/2001 IGlenn A. Ganoe. PO Box 194 IGrantham, PA 17027 Gerald E. Paden, 7 Laurel Oak Dr. ~oiling SprSngs, PA 17007 Oath of Personal Representative Commonwealth of Pennsylvania County of Xx~k The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief or Petitioner(s) and that, as personal representative(s) of the Decedent, Petition(s) will well and truly administer the estate according to law. Sworntooraffirmedandsubscribed ~ ~' ~~~,.~:::' before me this ~:)%__ day of ~L~N A. G~N~ ~ , Register0 ~ For the ,o. Estate of BLAIR D. PADEN Deceased Social Security No.: 301 I 0 - 7095 Date of Death: June AND NOW, ~---~_ ~.~ of the Petition on the reverse side hereon, satisfactory proof having been presented before me, 21 , 2004 / ,20 ~ , in consideration IT IS DECREED that Letters ~ Testamentary i--I Of Administration d._b.n_.c, ta.; pendente~lite; durante absentia' durante minodtate are hereby granted to Glenn A. Ganoe and Gerald E. Pa(ten ' in the above estate and that the instrument(s) dated Hay 1 7 t 2 0 0 4 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ............ $ ~QO,,~), (,~ Short Certificate(s)...$ Renunciation ....... $ Affidavits ( ) ....... $ Extra Pages ( ) ..... $ Codicil ............ $ JCP Fee ........... $ Inventory ........... $ Automation Fee ..... $ Other .............. $ TOTAL ........ $ Attorney: Jan M. Wiley, Esquire I.D. No: 06298 Address: 130 w. Church St. Telephone: I 1 ~h,~*'n _ PA 17019 (717) 432-9666 snace/Wills PetGrantLt/2001 his is to certify that the information here given is correctly copied from an original certificate of death duly filed wit?~: me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 10372267 No. Loca Registrar 15ate Rev ws? COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ENT NAME OF DECEDENI* (Fk~t, MI04~, La~) STATE FILE AGE{La~I~;,%L~=,) I UNDERt~cAR ~RI~AY [ DATE~BRTH I ~"~H~C~{C~ Z *. 301 --10 -- 7095 ,. 94w. ~ ~' ~ ~lt8/8/TM I,.Ne~ille, PA ~ ~'~ ~ ~ ...... ~ ~, ~ OECE~'S UAiLi~ ~E~ (~ ~ff~ ~ ~p ~) I DECEDEN Ia2. 113. ~ 14. ~1~ ' ' ' ' ' ACTUAL ~S 17l. Slae Pe~ylva~a =d 17¢ Y~ ,,. ~lCS~g, PA 17055 I~ ,7,. co~,, ~rla~ g~&? ,,d.~ ~To, Mec~nlcsburg ,,. Grace ~ :o.. ~is Pad~ INFORM~SM~LI~. 511 Wii~l~E~sv"o""n's~'aR~d ~ c ..~nics~g,~ PA 17055 =~,. o~(~) ~ ~,~.J~e 24t 2004 ~Wes~t~ C~t~I~,.~lisle~ PA 17013 ~ 1:5:5 ~.1,~ 7~e al ,~o~q ., ~.~ s~ m ~ ~. : .. -- -- -- ~1L~ ~,P35~'A' ~.,~. ,~. ,.~. ~. I t~Tl~ (s~. CERTrF~ER (C~ ~y ~ J I ~': -. OF BLAIR D. PADEN BE IT REMEMBERED, that I, BLAIR D. PADEN, of 511 Williams Gro~;Road, Mechanicsburg, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my Last Will and TeStament, hereby revoking and making null and void any and all Wills and Testaments and writings in the nature thereof made by me at any time heretofore. ITEM 1: I direct that all my just debts and funeral expenses be paid as soon after my demise as may be convenient. ITEM 2: I give and bequeath my real estate situate at 511 Williams Grove Road, Mechanicsburg, Pennsylvania, and all the contents situate therein, as well as the automobile owned by me at the time of my death, unto my wife, LOIS G. PADEN, providing she survives me. ITEM 3: I give and bequeath the sum of One Hundred Thousand Dollars ($100,000.00) to my wife, LOIS G. PADEN, providing she survives me. ITEM4: I give and bequeath the sum of Fifteen Thousand Dollars ($15,000.00) to the CARLISLE PENNSYLVANIA DIVISION OF THE SALVATION ARMY, INC. ITEM 5: I give and bequeath the sum of Fifteen Thousand Dollars ($15,000.00) to the CITIZENS FIRE COMPANY, of Mechanicsburg, Pennsylvania, or its successors by merger or otherwise. ITEM 6: I give and bequeath the sum of Twenty-Five Thousand Dollars ($25,000.00) to the MECHANICSBURG PUBLIC LIBRARY. i WITNESS' BLAIR D. PADEN ITEM 7: I give and bequeath the sum of Twenty-Five Thousand Dollars ($25,000.00) to the SHEPHERDSTOWN UNITED METHODIST CHURCH. This bequest is a restricted gift which is to be used for building and grounds only, for example, capital improvements, maintenance, and the like. ITEM 8: I give and bequeath the sum ofTen Thousand Dollars ($10,000.00) to the MECHANICSBURG MUSEUM ASSOCIATION, Mechanicsburg, Pennsylvania. ITEM 9: I give and bequeath the sum of Ten Thousand Dollars ($10,000.00) to the EASTER SEALS OF SOUTH CENTRAL PENNSYLVANIA, currently located at 331 Bridge Street, New Cumberland, Pennsylvania. ITEM 10:. I give and bequeath the sum of Ten Thousand Dollars ($10,000.00) to the FOREST PARK HEALTH CENTER AUXILIARY, Carlisle, Pennsylvania. ITEM 11: I give and bequeath the sum of Ten Thousand Dollars ($10,000.00) to my friends, JOHN HACKENBERG and CAROL HACKENBERG, husband and wife, or the survivor of them. ITEM 12: I give and bequeath the sum of Fifty Thousand Dollars ($50,000.00) to my nephew, GERALD E. PADEN, providing he survives me. ITEM 13: I give and bequeath the sum of Fifty Thousand Dollars ($50,000.00) to my niece, RITA BURKHOLDER CLARK, providing she survives me. ITEM 14:. I give and bequeath the sum ofTen Thousand Dollars ($10,000.00) to my great-niece, JANELLE PADEN, providing she survives me. ITEM 15: I give and bequeath the sum ofTen Thousand Dollars ($10,000.00) to my friends, RICHARD KING and MELVALENE KING, or the survivor of them. I~ESS: 2 ~,~-~ ~-.~::~- ~-----~.. (SEAL) BLAIR D. PADEN ITEM 16: I give and bequeath the sum of Two Hundred Thousand Dollars to the GREATER HARRISBURG FOUNDATION, to be added to The Blair D. & Miriam B. Paden Fund. ITEM 17: I give and bequeath the sum of Fifty Thousand Dollars ($50,000.00) to the UNITED METHODIST HOME FOR CHILDREN. ITEM 18.'. I give and bequeath the sum of Twenty Five Thousand Dollars ($25,000.00) to MESSIAH COLLEGE, to be used for student aid. ITEM 19: All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, whether it be real, personal or mixed, including property over which I have a power of appointment, to the AUXILIARY OF THE CHURCH OF GOD HOME, 801 Harrisburg Pike, Carlisle, Pennsylvania, the AUXILIARY OF BETHANY VILLAGE UNITED METHODIST RETIREMENT CENTER, 325 Wesley Drive, Mechanicsburg, Pennsylvania, and to the AUXILIARY OF MESSIAH VILLAGE, of 100 Mt. Allen Drive, Mechanicsburg, Pennsylvania, in equal shares. ITEM 20: I direct my hereinafter named Executor to pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, to which my estate or the transfer of any property passing hereunder or otherwise passing by reason of my demise, may be subject and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid taxes, either federal or state, on any property required to be included in my gross estate, under the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interested in my estate to whom such property is or may be transferred or to whom any benefit accrues. SS: (SEAL) BLAIR D. PADEN 3 ITEM 21: I appoint GLENN A. GANOE and my nephew, GERALD E. PADEN, as Co-Executors of this my Last Will and Testament. In the event that either Glenn A. Ganoe or Gerald E. Paden predecease me, fail to qualify, cease to act, or renounce probate, I then appoint ROY E. COOK, as my alternate Co-Executor. ITEM 22: I direct that my Co-Executors or their successor shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this /7~ day of /kA a, tL. ,2004 (~iTNESS: ~-.~ BLAIR D. PADEN (SEAL) COMMONWEALTH OF PENNSYLVANIA COUNTY OF YORK : SS We, BLAIR D. PADEN, JAN M. WILEY, ESQUIRE and LINDSAY M. STRATHMEYER, the Testator and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he had signed willingly (or willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed this Last Will and Testament as witness and that to the best of their knowledge the Testator was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. ~I~LAIR D. PADE~N q._P~VITNESS WIT ESS Sworn to and subscribed before me this / '~ ~day of //~ ~ ,2004. NOTARY PUBLIC / MY COMMISSION EXPIRES: NolI¥tll 8~11 _ " S. Dawn GI~, Notary ~,.ublio Oillsbmg Bom, York .Cou?~/ My Commissroll Expires May 1/, Member, Pennsylvania'aae°ctatlO~Of Register CERTIFICATION OF NOTICE UNDER RUL~q~.6 ~L 28 PI2:53 Name of Decedent: Blair D. Paden Cl~rl-: : .:c ~; Date of Death: June 21, 2004 Estate Number: 21-04-00628 To the Register: I certify that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on July 27, 2004: Name Ad&ess SEE ATTACHED LIST Notice has now been given to all persons entitled thereto,,4mder Rule 5.6 (a) except N/A. Date: July 27, 2004 / ~ JJ0.//{/~d ~,~/~'Z~/~' c-~/~i~nature ' - Name: Jan M. Wiley, Esquire Ad&ess: 130 W. Church St., Suite 100 Dillsburg, PA 17019 Telephone: (717) 432-9666 Capacity: Counsel for personal Rep. BENEFACTORS OF BLAIR D. PADEN Lois G. Paden 511 Williams Grove Road Mechanicsburg, PA 17055 Carlisle PA Division of the Salvation Army 20 E. Pomfret St. Carlisle, PA 17013 Citizens Fire Company Attn: Robert Bender, Treasurer 208 S. York St. Mechanicsburg, PA 17055-6304 Mechanicsburg Public Library 16 N. Walnut St. Mechanicsburg, PA 17055 Shepherdstown United Methodist Church 1934 S. York Street Mechanicsburg, PA 17055 Mechanicsburg Museum Association 3 W. Allen Street Mechanicsburg, PA 17055 Easter Seals of South Central PA 2201 S. Queen St. York, PA 17402 Forest Park Health Center Auxiliary 700 Walnut Bottom Road Carlisle, PA 17013 Page 1 of 3 John and Carol Hackenberg 917 Peachtree Drive Mechanicsburg, PA 17055 Gerald E. Paden 7 Laurel Oak Drive Boiling Springs, PA 17007 Greater Harrisburg Foundation 200 N. 3rd St. 8th Floor Harrisburg, PA 17108-0678 United Methodist Home for Children 5120 Simpson Ferry Road Mechanicsburg, PA 17050 Messiah College Attn: Robert O. Brown 1 College Avenue, Box 3013 Grantham, PA 17027 Auxiliary of the Church of God Home 801 N. Hanover St. Carlisle, PA 17013 Auxiliary of Bethany Village United Methodist Retirement Center 325 Wesley Drive Mechanicsburg, PA 17055 Auxiliary of Messiah Village Attn: Yvette Jones 100 Mt. Allen Drive Mechanicsburg, PA 17055 Page 2 of 3 Richard King Melvalene King 310 Hemlock Road Mechanicsburg, PA 17055 Janelle E. Paden 43B Green St. Westwood, NJ 07675 Rita Clark 9030 Red House Road Gladys, VA 24554 Page 3 of 3 THE XY~TILEY GROUP Attorneys at LaW Wiley ° Lenox ..... Colgan ~ 'M~zza~O:y P-~C. '" 130 W. Church St~'eet ' St~i~ 100 ~ ' Dillsburg, PA 17019 Register of Wills ~' c~ Cumberland County Courthouse ! -u ~ One Courthouse Square ~ Carlisle PA 17013 ~,' -o Jan M. Wiley David J. Lenox Timothy J. Colgan Christopher J. Marzzacco September 21, 2004 THE VVILEY GROUP Attorneys at Law Wiley, kenox, Colgan & Marzzacco, ?.C. David E. Hershey Diana Woodside Bradley A. Winnick Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 In Re: Estate of Blair D. Paden, Deceased File Number 21-04-00628 Dear Register: Enclosed please find a check from my finn's trust account in the amount of $18,525.00 for prepayment of inheritance tax for the estate of Blair D. Paden. Please note the postmark date, which is exactly 3 months from the date of death. Please return a receipt to my office in the envelope provided. Tl~qa~ ~ you f~ your a~istance. Sincerely,_ : dfe, l e~cl. 130 W. Church Street, Suite 100 · Dillsburg, PA 17019 · Phone: (717) 432-9666 · (800) 682-4250 * Fax: (71 7) 432-0426 Offices in Harrisburg · York · Carbondale www.wileygrou plaw. com COMMONWEALTH Of PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128 0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004412 WILEY JAN M 1 S BALTIMORE STREET DILLSBURG, PA 17019 ........ fold ESTATE INFORMATION: SSN'. 301-10-7095 FILE NUMBER: 2104- 0628 DECEDENT NAME: PADEN BLAIR D DATE OF PAYMENT: 09/22/2004 POSTMARK DATE: 09/22/2004 COUNTY: CUMBERLAND DATE OF DEATH: 06/21/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $18,525.00 TOTAL AMOUNT PAID: 8,525.00 REMARKS: CHECK//2088 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WlLLS Jan M. Wiley David J. Lenox Timothy J. Colgan Christopher J. Marzzacco September 28, 2004 THE Ve~ILEY GROUP Attorneys at Law 29 72 ;05 Wiley, Lenox, Colgan & Marzzacco, P.C. David E. Hershey Diana Woodside Bradley A. Winnick Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 IN RE: BLAIR D. PADEN ESTATE 2104-0628 Dear Register: With respect to the receipt I have received concerning the payment of inheritance taxes for the Estate of Blair D. Paden, please be advised that the postmark date is incorrect. This payment was mailed on 09/21/2004 to insure that the 5% discount will be credited to this estate at the time of final settlement. I am enclosing a copy of the receipt, as well as a copy of the Certificate of Mailing I received from the U.S. Post Office, confirming the date of mailing. I would appreciate if you would issue a new receipt and forward it to my attention at your earliest convenience. Thank you for your cooperation. Sincerely, WILEY, ESQUII{E JMW/sdg encl. 130 W. Church Street, Suite 100 · Dillsburg, PA 17019 · Phone: (717) 432-9666 · (800) 682-4250 · Fax: (717) 432-0426 Offices in Harrisburg · York · Carbondale www.wileygrouplaw, com Jan M. Wiley David J. Lenox Timothy J. Colgan Christopher J. Marzzacco September 28, 2004 THE WILEY GROUP Attorneys at Law 29 ?? ~(')5 Wiley, Lenox, Colgan & Marzzacco, P.C. David E. Hershey Diana Woodside Bradley A. Winnick Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 IN RE: BLAIR D. PADEN ESTATE 2104-0628 Dear Register: With respect to the receipt I have received concerning the payment of inheritance taxes for the Estate of Blair D. Paden, please be advised that the postmark date is incorrect. This payment was mailed on 09/21/2004 to insure that the 5% discount will be credited to this estate at the time of final settlement. I am enclosing a copy of the receipt, as well as a copy of the Certificate of Mailing I received from the U.S. Post Office, confirming the date of mailing. I would appreciate if you would issue a new receipt and forward it to my attention at your earliest convenience. Thank you for your cooperation. Sincerely, WILEY, ESQUIRE JMW/sdg encl. 130 W. Church Street, Suite 100 · Dil[sburg, PA 17019 · Phone: (71 7) 432-9666 * (800) 682-4250 · Fax: (717) 432-0426 Offices in Harrisburg · York · Carbondale www. wileygrou plaw. com COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OEPT. 280601 HARRISBURG, PA 17128 0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004412 WILEY JAN M 1 S BALTIMORE STREET DILLSBURG, PA 17019 ESTATE INFORMATION: SSN: 301-10-7095 FILE NUMBER: 2104-0628 DECEDENT NAME: PADEN BLAIR D DATE OF PAYMENT: 09/22/2004 POSTMARK DATE: 09/22/2004 COUNTY: CUMBERLAND DATE OF DEATH: 06/21/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $18,525.00 REMARKS: - ": SEAL CHECK#2088 TOTAL AMOUNT PAID: $18,525.00 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS TAXPAYER '0zl S£P29 P2:05 '04 S£P29 P2:05 0000 Glenda Farner Strasbaugh Register of Wills & Clerk of the Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esquire Solicitor OFFICES OF One Courthouse Square Carlisle, Pa. 17013 (717) 240-6345 FAX (717) 240-7797 ~:om~t~ of October 1, 2004 Jan M. Wiley, Esquire The Wiley Group 130 W Ckruch Street, Suite 100 Dillsburg PA 17019 1N RE: Estate of Blair D. Paden File No. 21-04-0628 Dear Ms. Wiley: Enclosed you will find a revised receipt for the Inheritance Tax payment received on September 22, 2004. Please note that the postmark date has been changed to reflect the correct postmark date of September 21, 2004. A copy of this receipt is being forwarded to the Department of Revenue. Please accept this letter as a sincere apology for an inconvenience you may have experienced regarding this matter. If you have any questions or concerns, please feel free to call. Respectfully, Glenda Famer Strasbaugh Register of Wills and Clerk of the Orphans' Court GFS:maw COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0001 RECEIVED FROM: PENNSYLVANIA iNHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV 1162 EX(11 96) NO. CD 004412 DUPLICATE WILEY JAN M 1 S BALTIMORE STREET DILLSBURG, PA 17019 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $18,525.00 ESTATE INFORMATION: SSN: 301-10-7095 FILE NUMBER: 2104- 0628 DECEDENT NAME: PADEN BLAIR D DATE OF PAYMENT: 09/22/2004 POSTMARK DATE: 09/21/2004 COUNTY: CUMBERLAND DATE OF DEATH: 06/21/2004 REMARKS: CHECK# 2088 SEAL TOTAL AMOUNT PAID: INITIALS: JA RECEIVED BY: REGISTER OF WILLS $18,525.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS STATUS REPORT UNDER RULE 6.12 Name of Decedent: g /aJ r b. f cLd-eA'} Date of Death: L.J J~ J J 04 , , Will No. ~l -0'-1 - 00& a8 Admin. 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 estate is complete: Yes V No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes . No V . 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 Date: d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Co~rt and. may be attached to this report. ~) .. ~ VlA'. U~ t;ture Na~PI~~~~~' IYJ ~l,(Kch st. Address ~.\ \\sburzr fA \lOJq (ry)7) L/3~ -qiJlJU Tel. No. c9PJJ()6 OF , f'""-; o 0- <'-, ('-J Capacity: Personal Representative V Counsel for personal representative J REV.1S00 EX + 16-00) -, . w ~ lil~(fl U~~ w"-g :J:~-l U,,-m "- 4 MII,P, D REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 -O-E"CEDENT'S NAME (LAST, FIRST, AND MIDDLE rNITI.Aii OFFICIAL USE ONLY CQl,JNTY CODE;.._ YEAR : SOCIAL SECURITY NUMe-ER. 21-10-7095 I THIS RETU;;~~~~~I~~NFD;~~~~ WITH THE FilE NUMBER ll. 2004 00628 Paden, Blair D. I D~T:~;~E~~H~~";~Y"R) . I DA~E80:~;~H1(~~D:.YEA~. ~F-APPLlCABLE) sURviviNG SPOUSE'S NAME/LAST, FIRST AND MIDDLE: INITIAL~-'- i Paden, Lois G. I .---- !Xl 1. Original Return ~ .J 4. Limited Estate \~" 6. Decedent Died Testate (Atlach copy of Will) n. ! 9. Litigation Proceeds Received : '-l 10. Spousal Poverty Credit (date of death between D. 11. Election to tax under Sec. 9113(A) (Attach Sch 0) ,,_1 .-J 12-31-91 Sru:l1-1-%'} - _~_,,~llliJ_ NAME ,COMPLETE MAILING ADDRESS , Jan M. Wiley IF;iY:;:IfL'~O;:~~,_colgan~ & ~arzzacc~,-p.c. . t TELEPHONE NUMBER , 717-432-9666 ... z Ul a Ul &l a L; 2. Supplemental Return NUMBER -_._--~- SOCIAL SECURITY NUMBER -[j "3.Remai~d~~-Retum (date-ofdealh prior to 12-13=a~- o 5. Federal Estate Tax Return Required D D 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a liVing Trust (Allach copy of Trusl) 8. Total Number of Safe Deposit Boxes 130 W. Church St., Suite 100 Dillsburg, PA 17019 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT (1) 144,980.00 ~._-'.'--- - (2) 211,215.07 -'.._--- --~--'- (3) None -,-"~- (4) None -~'.~"- (5) 826,685.65 -._- (6) 23,518.31 .-------- (7) 89,061.88 (9) 108,747.41 -,-- (10) 724.98 13. Charitable and Governmental Bequests/See 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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES OFFICIA!::1JSE ONLY <.:':; (..e" ~ z W Q Z Q "- ~ ~ " o U 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship z o j::: :5 :J ... a: .. o Ul '" 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) n Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) D Separate Billing Requested 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) f",) <-'oJ 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) (...) "'- (8) 1 ,295,460.91 (11) 109,472.39 (12) 1,185,988.52 (13) 787,733.52 (14) 398,255.00 .--- ----'-,,----- 15. Amount of Line 14 taxable at the spousal tax rate, 268,255.00 x .00 (15) 0.00 z or transfers under Sec. 9116(a)(1.2) 0 j::: 16.Amount of Line 14 taxable at lineal rate 0.00 x .045 (18) 0.00 ~ :J Q. 17.Amount of Une 14 taxable at sibling rate 0.00 x .12 (17) 0.00 :IE 0 0 18. Amount of Line 14 taxable at collateral rate 130,000.00 .15 (18) 19,500.00 x x ~ 1 g. Tax Due (19) 19,500.00 -"..-. i 20. 0 't[i'ih' immii"ill!!i!!!~rJii!i Copyright 2002 form software only The Lackner Group. Inc. o Form REV.1500 EX (Rev. 6.00: D~cedent's Complete Address: STREET ADDRESS CITY STATE PA ZIP Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 19,500.00 ~8,525.00 --.--.-- 975.00 Total Credits (A + 6 + C) (2) 19,500.00 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnterestlPenalty (D + E) 4. If Line 2 \s greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Une 1 + Line 3 is greater than Une 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. 6. Enter the total of Line 5 + SA. This is the BALANCE DUE. (3) (4) (5) (SA) (56) 0.00 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;............ [1 [Xl b. retain the right to designate who shall use the property transferred or its income;....... 0 [!J c. retain a reversionary interest; or...... .................. ....................................... 0 .=:!l d. receive the promise for life of either payments, benefits or care?............................ ,Cj [!J 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................................. ....................... o 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which_ contains a beneficiary designation?. ...mon"'''''' >.........................."................. L~J [J IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this relurn, including accompanying schedules and statements, and 10 the best of my knowledge and bellef, il is. tNe, correct and ~~\ete. Dedara!ion of_prep~r other U~l!In the pers.C1_na1 repre~ntativejs based on alllnformalion of which preparer has_any knowledge. ____" ____' _____ __u SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS 908 Grantham Road Glenn A. Ganoe PO Box 194 ~tl~ff! ~~G-:;TURN-- . _ADDRESS-Grantham, PA 170~___ G Id E. Paden ll<.1 ~ oAfE"- 7 Laurel Oak Drive Bailing Springs, PA 17007 ~. J 0)____ ~ _ ~ ~~yES- ------;\I)ORESS . L.J 130 W. Church St., Suite 100 Dillsburg, PA 17019 :3 2./ /0$ ,Fa dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the rvivlng spouse Is 3% [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (Ii)). The statute does not exemct a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty~one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% (72 P.S. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116 1.2) [72 P.S. ~9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. /i "- / illnnl1l11Iill emu Q[.esltttnrnt OF BLAIRD.PADEN BE IT REMEMBERED, that!, BLAIRD. PADEN, of 51 1 Williams Grove Road, Mechanicsburg, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making null and void any and all Wills and Testaments and writiogs in the nature thereof made by me at any time heretofore. ITEM 1: I direct that all my just debts and funeral expenses be paid as soon after my demise as may be convenient. ITEM 2: I give and bequeath my real estate situate at 511 Williams Grove Road. Mechanicsbur~ Pennsylvania, and all the contents situate therein, as well as the automobile owned by me at the time of my death, unto my wife, LOIS G. PADEN, providing she survives me. ITEM 3: I give and bequeath the sum of Oue Hundred Thousand Dollars ($100,000.00) to my wife, LOIS G. PADEN, providing she survives me. ITEM 4: I give and bequeath the sum of Fifteen Thousand Dollars ($15,000.00) to the CARLISLE PENNSYLVANIA DIVISION OF THE SALVATION ARMY, INC. ITEM 5: I give and bequeath the sum of Fifteen Thousand Dollars ($15,000.00) to the CITIZENS FIRE COMPANY, of Mechanics burg, Peunsylvania, or its successors by merger Of otherwise. ITEM 6: I give and bequeath the sum of Twenty-Five Thousand Dollars ($25,000.00) to the MECHANICSBURG PUBLIC LIDRARY. ss: .u~ ~:,. .d.c1',..,-d_,(SEAL) BLAlRD.PADEN 1 ITEM 7: I give and bequeath the sum of Twenty-Five Thousand Dollars ($25,000.00) to the SHEPHERDSTOWN UNITED METHODIST CIlURCH. This bequest is a restricted gift which is to be used for building and grounds only, for example, capital improvements, maIntenance, and the like. ITEM 8: I give and bequeath the sum ofTen Thousand Dollars ($10,000.00) to the MECHANICSBURG MUSEUM ASSOCIATION, Mechanicsburg, Pennsylvania. ITEM 9. I give and bequeath the swn ofTen Thousand Dollars ($10,000.00) to the EASTER SEALS OF SOUTH CENTRAL PENNSYL VANIA, currently located at 331 Bridge Street, New Cumberland, Pennsylvania. ITEM 10: 19ive and bequeath the sum ofTen Thousand Dollars ($10,000.00) to the FOREST PARK HEALTH CENTER AUXILIARY, Carlisle, Pennsylvania. ITEM 11: I give and bequeath the sum ofTen Thousand Dollars ($10,000.00) to my friends, JOHN HACKENBERG and CAROL HACKENBERG, husband. and wife, or the survivor of them. ITEM 12: I give and bequeath the sum ofFifty Thousand Dollars ($50,000.00) to my nephew, GERALD E. PADEN, providing he survives me. ITEM 13: I give and bequeath the sum of Fifty Thousand Dollars ($50,000.00) to my niece, RITA BURKHOLDER CLARK, providing she survives me. ITEM 14: I give and bequeath the sum ofTen Thousand Dollars ($10,000.00) to my great-niece, JANELLE PADEN, providing she survives me. ITEM 15: I give and bequeath the sum ofTen 1110usand Dollars ($IO,OOq.OO) to my friends, RICHARD KING and MEL V ALENE KING, or the survivor of them. ~.w~ t:l t>' _. , ..& f.R..J~ -(SEAL) BLAIR D. PADEN ---. 2 ITEM 16: I give and bequeath the sum of Two Huodred Thousand Doll,!,"" to the GREATERHARRlSBURG FOUNDATION, io be added to TbeBlairD. & Miriam B. Paden Fund. ITEM 17: I give and bequeath the sum of Fifty ThOljsand Dollars ($50,000.00) to the UNITED METHODIST HOME FOR CIllLDREN. , ITEM 18: I give and bequeath the sum of Twenty Five Thousand Dollars ($25,000.00) to MESSIAH COLLEGE, to be used for student aid. ITEM 19: All the res~ residue and remainder of my estate, of whatsoever nature and wheresoever situate, whether it be real, personal or mixed, including property over which I have a power of appoiotrnen~ to the AUXILIARY OF THE CHURCH OF GOD HOME, 801 Harrisburg Pike, Carlisle, Pennsylvania, the AUXILIARY OF BETHANY VILLAGE UNITED METHODIST RETIREMENT CENTER, 325 Wesley Drive, Mechanicsburg, Pennsylvania, and to the AUXILIARY OF MESSIAH VILLAGE, of 100 Mt. Allen Drive, Mechanicsburg, Pennsylvania, io equal shares. ITEM 20: I direct my hereinafter named Executor to pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, to which my estate or the transfer of any property passiog hereuoder or otherwise passiog by reason of my demise, may be subject and to charge such taxes agaiost my residuary estate, it beiog my iotention that none of the aforesaid taxes, either federal or state, on any property required to be iocluded io my gross estate, uoder the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interested in my estate to whom such property is or may be transferred or to whom any benefit accrues. 9=' ,>v>, W b-; W~41~ P .tl_.~~ ~ ..at r7? ~'. (SEAL) BLAIRD.PADEN 3 ITEM 21: I appoint GLENN A. GANOE and my nephew, GERALD E. PADEN, as Co-Executors of this my Last Will and Testament In the event that either Glenn A. Ganoe or Gerald E. Paden predecease me, fail to qualify, cease to act, or renounce probate, I then appoint ROY E. COOK, as my alternate Co-Executor. ITEM 22: I direct that my Co-Executors or their successor shall not be required i of ~ ,2004 ~" - "",.c.J~ ~bJ~~ ,tf/PlA...:.d.cP~-- BLAIR D. PADEN (SEAL) 4 .' COMMONWEALTH OF PENNSYLVANIA : SS COUNTY OF YORK We, BLAIR D. PADEN, JAN M. WILEY, ESQUIRE and LINDSAY M. STRATHMEYER, the Testator and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly. sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he had signed willingly (or willingly directed another to sign for him), and that he executed it as his' free and. voluntary act for 'the pwposes therein expressed, and that each of the witJiesses, in the presence and hearing of the Testator, signed this Last Will and Te'tame!)t as . witness and that to the best of their knowledge the Testator was at the tjme eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. j;9 /~~~ ...{R. (i?~-//?-,--- ~D'PADEN .' '--_ W~ mESS ~~~~ Sworn to and subscribed before me this { 7 -I4ay of ~ 2004. ill, f' ,1l3D NOTARYPUB~IC MY COMMISSION EXPIRES: '. NoOiI1II6001 s 1JaWT1~' No\BIY PublIc . DII\9lMlI BOlo, Yori< COunI'/ My eon1rl:1BsIOn &PIres May 11, 2Q06 M,mbel,p_'aAMOOlIlIcnalN- Rev.1/i,02EX+(6-98} *' SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAl( RETURN RESIDENT DECEDENT Paden, Blair D. FILE NUMBER 21-2004-00628 ESTATE OF All real property owned solely or all a tenant In common mUllt be reported at fair market value. Flair mal1<et value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant faels Real property which III Jolntly-owned with rtght of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Real estate situate at 511 Williams Grove Rd., Mechanicsburg, PA (transferred to spouse): 144.980.00 TOTAL (Also enter on Line 1, Recapitulation) 144,980.00 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 6-98) 12:20 FROM:GLENDR 7613830 TD:7174320426 PRGE:03 VacetWin Seresn Print for reedeede, from "CANA_Lcgin" 3/4/2005 8:55:38 AM NEIGHBORHOOO: 2048 CUMBERLAND COUNTY ASSESSMENT O~FICB 2004 BA8EYEAR CONTROL # 20000291 6 PARCEL: 20-~4-078S-141. I SPEC 10: LOT, L----, Tb...,k, DISTRICT, 20 - MECHANICSBURG 5TH WRD SO, I I IShort Nam.. I LAST NAME I FIRST NAMI:1 Ic/o NAME IADDRESS1 I ADDRESS 2 I POST OFFICE: ISTATE .. ZIP, I PADEN, , PADEN LOIS G LOIS 0 I I PROPERTY TYPE, R --.J r-- SALKS DEED BK/PG.....00264-03855 DATE OF SALE...08/19/2004 SELLING PRICE, 1 511 WILLIAMS ORO~ ROAD MECHANIC8BURO PA 17055 Situa, 511 WILLIAMS GROVE ROAD I --CURRENT VALUE8 I Pr-op DeBcrip., J Al5IlieS8ed. I"air Mark8c L, LAND DESC' LAND FIlV - 144980 L 30800 I LAND USE TYPE: 101 CI<O - B 114180 I DEEDED ACRES, .34 appro'V'ed? -~ T - 144980 I Soreen 1 Numbe. -Switch Down A~~QW -Next Enter S81ection ~ Soreens, X -Exit, ~ -~p Moae, Entry, Up Arrow -previous Entry, Reoo~4; Jj' -Forms, J: 1 -Sc::~e6n8. 77068 -Image B -Browse --- AARPlnvestment~m .~ '- SCUDDERII';~ 'K P.O. Box 219735 Kansas City, MO 64121-9735 1-800-253-2277 aarp.scudder.com November 5, 2004 The Wiley Group Attorneys at Law Wiley, Lenox, Colgan & Marzzacco, P.C. Attn: Ian M. Wiley, Esquire 130 West Church Street, Suite 100 Dillsburg, PA 17019 Managed Municipal Bond Fund-Class AARP Account Number: 202800005 Blair D. Paden Dear Ian M. Wiley: Thank you for your recent correspondence regarding the above referenced account. Below I have provided the number of shares, share price, and dollar value of this account as of Iune 21, 2004. Fund Name (Class AARP) Managed Municipal Bond Fund Number of Shares 17,140.189 Share Price $9.00 Dollar Value $154,261.70 I would also like to confirm that on October 26,2004, 100 percent of the shares in the above account were transferred into account 4295072765, which was registered: ESTATE OF BLAIR D PADEN GLENN A GANOE GERALD E PADEN CO-EXECS On October 26,2004, 100 percent of the shares in account 4295072765 were redeemed, and a check was mailed to the following: ESTATE OF BLAIR D PADEN GLENN A GANOE & GERALD E PADEN CO-EXECS CIO IAN M WILEY ESQ 130 W CHURCH ST DILLSBURGPA /7019-1232 Scudder Investments is parI of Deutsche Asset Management, which is the marketing name in the US/or the asset management activities of Deutsche Bank AG, Deutsche Bank Trust Company Americas, Deutsche Asset Management Inc., Deutsche Asset Management Investments Services Ltd., and Scudder Trust Company. / ga.r ore nds THE WILEY GROUP ATTN: JANMWILEY 130 W CHURCH STREET SUITE 100 DILLSBURG,PA 17019 RE: Account Number: 9030006070 - Paden Reference Number: E7T02X Dear Mr. Wiley: Thank you for choosing to invest with Gartrnore Funds. We are writing to confirm the following information: 5/19/93 20 9030006070 $4,757.374 10.2900 $48,953.3 7 In addition there are no designated beneficiaries listed on the account. Therefore the account must be reregistered to the estate. If the executors would like to reregister the above referenced account we will require the following documents: o A Medallion Signature Guaranteed letter of instruction signed by each executor To obtain a signature guarantee, please sign your letter of instruction in the presence of an authorized officer of an eligible guarantor institution. Notaries Public are not acceptable providers of signature guarantees. -= I c Nationwide Health Plans 5525 Parl<center Circle Dublin, OR 43017 Attn: Melinda Stevens, CO-01-26 GROUP~JNSURAN~ EXPLANATION OF BENEFITS Estate of Blair Paden do Gerald E. Paden 7 Laurel Oak Drive Boiling Springs, PA 17007 -' On August 30, 2004, we issued the following benefits: Insnred: Policy: Policybolder: Date of Loss: Blair Paden 87-1202417-0-3700631 Blair Paden 06/21/04 . Life $0.00 TOTAL AMOUNT PAID $10,000.00 BENEFIT BENEFIT AMOUNT $10,000.00 INTEREST BENEFICIARY /PAYEE AMOUNT PAID Estate of Blair Paden $10,000.00 Questions concerning this claim can be answered by calling 1-800-538-8272, option 3 or writing us at the above address. If~u disagree with the decision we made on your claim, you have the rigbt to an appeal YOID' request should be made in writing, within 60 days from the time you receive this Explanation of Benefits. Upon receipt of this request we will review your claim and advise you of our decision. Rev-1503 EX. {6-98) . SCHEDULE B STOCKS & BONDS CONMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Paden, Blair D. FILE NUMBER 21-2004-00628 ESTATE OF All property Jointly_owned with right of survlvonlhlp must be disclosed on Schedule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 AARP Investment Program Managed Municipal Bond 9.0 154.261.70 Fund: 2 Gartmore Funds Fund #20, Account #9030006070: 10.2900 48.953.37 3 Series H Savings Bond (Serial Number 16,487,376): 1.000.00 4 Series H Savings Bond (Serial Number 16,487,377): 1.000.00 5 Series H Savings Bond (Serial Number 16,487,378): 1,000.00 6 Series H Savings Bond (Serial Number 16,487,379): 1.000.00 7 Series H Savings Bond (Serial Number 16,487,380): 1.000.00 8 Series H Savings Bond (Serial Number 16,847,373): 1.000.00 9 Series H Savings Bond (Serial Number 16,847,374): 1.000.00 10 Series H Savings Bond (Serial Number 16,847,375): 1.000.00 TOTAL (Also enter on Line 2. Recapitulation) 211.215.07 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) '!JlI..mJ mr!r!lJ~~~1hl\.~!!l~ @ll]'&11ll!ilijlT(@~ AT THE O"'G'NAI. ..,"TU"iTV HEREO. ....'LL PAv '~WJ!ID'~n@)!t)~~~~}l~;(~[r[8.\~TI:~j ISSUE DATE WHICH [5 THE fiRST OAY Of To 301 10 7095 DEC. 1976 MR. BLAIR D. PADEN -'MONTH~::::::~c,,^"-,- fi !!:':::: :::::::' ::: ,; ~6" '::~t~]:'" I ,. "";~i~nfs I:I~~1~~;;;"'-, "?l~t'~ M 1; :~~~;~':: I >~ .., _:., ~ _ _~__" '''''~'~~~m,".'....2'~] , s::~~.:;, ___ ~'" d ~~ _ ' ___ ~ ^,_~ ..J ~~'.~I}~!t1~.-'~rt:Ct~,G:. -~J1l-z?~f:e'~~~lp.... ~( . ).l ~ v : , '"t" '(_-' ;;. :... : Tc' : . ;;.; :.ril~'@:lD~11r~o-::'-"'Tt", ;~f~~"";;}1,l __._____~c~L__ -. -_"""~~""'"~,..,.~~~...... ............... ........ ......... ..................~-O:::C~-!:~~~.~.;::O~-'$-~~,_~~'""'-"".,,~id l~W!Ii!:l~nr:!1'~;Ji1;~f~~!~!}:!M~~1!\.[~U81 ISSUE DATE WHICI.. 15 T,HE'FI-~ST DAV Of DEC. 1976 ~Bflif~~t~'~:?:~!:~:t'!~~~t:::~~~;7Y,,:~~:!~m~'t.ttE!!lj})J1~~Jig~ 'ill'(;I~!.lli '!g~IIill~~l!!) ~,m;\~i!~,~I@.)1]ILt~;~(DTI~~!I(@t&.. AT THE: on'C'..A.... MATURITY HE"E:O~ WILL PU To 301 10 7095 MR. BLAIR D. PADEN 511 WILLIA~S GROVE RD. MSCHANICSBllRG, PA. 17055 OR MRS. MIRIAM D. PADEN -(MONTH1-:: ~ _- -CVEAR-l- ."..O....II(...,....,,,'...(TII(........ .'o'.O'''fT''''''''"<ooo".",,",,,oo ...."000'.[....',.""'.,,"',,.. ~~~<< F~D', : n~JJ" r "sstf <:; ~\'E:NT'S \OF palLA. i , DATING ST.......p , , Dt;'C.. 16,1.9'76 tX"CH';:" ", --. ,..r M16847374H.:: ..... '( I 11 \&I !oJ : -T: .,.... 'I -, ~ :... ~ -#: ,. =..! lI"t :.. AT THE: O"'<O'NAL ""TU"'TY HE"EoF WILL PAY ISSUE DATE- WHICH 15 THE FIRST OA..~ OF .DEC.. 1976' :'::~r~{;i~!'""'<.y~~':-t I,.. -- ,:~Jv-:-~:",,,---: .:!> ::.--=~~_~!~~:'"'~: ,'" '!lilllli ~l!I"!l!~l!ID ~ID!Jq~ @.11~11WJlll~1\\ @~~~1I:I~5f!!i@,,1~~~;12:-(i),iRn4'll~gi To 301 10 7095 MR. BLAIR D. PADEN 511 WILLIA~S GROVE RD, MECHANICSBllRG, PA. 17055 OR MRS. MIRIAM D. PADEN -fMONTH~ =:-::::: _-~Y>i::.\,,-i- FEI( ~fl~H.-:~'i~~~:tls)!I: II -. " ,IL-!,.Q\""",_."on;-~.-",,;, .(1".1;-" ~~4~~JJ:t ""0 ,,,"- .AWI.,,'''' '."<""""."""IJACUI 0'"''''-'.''''-..''''''''',.,....0..,.,..''''. (:,'-',-~~~,~~J~~~~1l.~:~,~."'.~~. . - -..,"r~~~.A..,....h<T.-' ..........NC'ON .7",'."'.,-:",i.i,,,'.e-.",-j,,',!, <'.0""'''.'''''''''''0;'.''''",".. .''''"0''''''''"'''00''.''''''''0'''' '."".DN'''......''.<O.."..,,,IO< ~di~.' I. '.' , " 1~',!t.bE:m's :OF PH ILL : '. D...TINa.-"~4MF' " j) iR,.. 16, 19,'7.1) EXC;lt:': .-~ J M15 847375 H. COMMUNITY TRUST COMPAII'V) . A' 3907 MARKET ST ~ n<- CAMPHILL,PA 17GII 7/1'-1(0'1 D"C 1970' 301 10 7095 J:. . 3 I"~,. i)i"m~: ::~, ~::F ~;O 55 ;;:;::~~:'~' I,.,i," , OR PADE:N :~F D'~N~~Y~M;''; ~. ~Iil MRS. MIRIAM 13. DE'&.h~~;J.l1'7& j >~ '<.~~" rCd- fI/ ;:~:.~:;'.:;';~:'.:".\'::"'."~';":.~:" ':::~:'~:;'::'":;:.:::::;~':::: ~~ Ij . 2~~~E.'~rES~ij'~. ":~:~:~j~~=~;"'"~~';"';"~;:~.::~~... ::.~~;; .. ~~16?~~~~~:_76 ~_~JI .,-;-~~~~~lii~~~<~--;~~~r~@~~)p" ::, . ):; \.ttJ ~ : ,. ...... 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' I, '\:~ -. ' - I' 'WJ\S;'IkGTD"' tj; th :' -,,-I,,; ..."""'.'00<...".[1".,.,1<(_....., ..",_.""".....<0<>..'....,,....., .."'..".,'....<.","""...,,.......... '~~~~ DEC. 197"6 :~*li1~tt{~!~t~_~~-nJ~::~_~~~~~-.l~_:~~~~,~'." 1__'-"-~!.r~)I~E PH' ~ ," ~1!f!ID l11.wl!ID~~1W~~~U~) ij)!]'!.;~1iEHill.@l& @.~~1]1 i1~~~~&1?1~}1~i~{~Ii!~~~~ To }01 10 7095 MR. BLAIR D. PADEr-! 511 WILLIAMS GROVE RD. MECHANICSBURG. PA. 17055 OR MRS. MIRIAM B. PADE:M -(MONTH;:::::::: _- _-~YE4"J- F ~!( ?;-;S sll."fE: , te~J~i.&;ENT'S \ ;OF PHILA. ! DATING'STAMP DE'&.16.19'16 "',' ." '''...' E;'X-crr;" " .... ..., . i.II \0&11 " ;--T. "'... "f_-' tJIII :... :~ .. ; -l ,. :.. ..... ..... ..m. ...... . To :"'l~I~,t~t~~:!r~" -":~~~~~'{l~~:;;!!l~!}:m~;:.i 'ijl.1!!illW1Rm.!l]~~~tm~1}mRIlJBtt. A, ,HE O"'G'N"'L ",ATU""'V HE"EOF W'LL PAY (~~j!lli~!1.m.@)!9~\~!!~)!!~X2!$~ 301 10 7095 MR. BLAIR D. PADEN 511 WILLIAYS GROVE RD. MECHANICSBURG, PA. 17055 OR MRS. MIRIAM B. PADEH ISSUE PATE WHICH IS THE' i{~st O"'.~ or DEC. 1"976 , .... '( . j,I 1.&1 U ; '""'. "ii, 'f_ ) tJIII :.... : --7, .. : -t ,. :... . "'HO".",Ot""""'H'''''H'''',,,,,,,, .."'HO""O"""'".o"."",,,.,,,.o ''''''0'' ,"" """. ,.".",..~.....,,", "'"~~~. ~ r~ ~) r~ MIS 847378 H ~~ ~~ ~~t~~~jjt:~~~~!~] -(~ON'~:~ =: ::: _:~:-=-""-J~, Fc;D, :lSSS",\!;;: : BANK . , 1j';~U'Na AGE'NT:'" -...., :OF PllILA. : , , '. PATIN';>_ s,,v.;,p, ' " DE-C,. 16.1,976 E;-XyH,;;"'/ - -... 0'-"" ~ h-(?'1 8'/ 'HO''''''" ""<0",,,,,,,0. "."",,"'"'' ~.?J_::;r: o,""......"O,'O\""".,.,..."IG..'."'OHO " .-: -,:'~ftE~Jf~:~~;; I-~ E S-: ~~,'T', "-,_' '" ,,'<';'?:i:,;t~:~l'&t'.:~~:~~~~,~"'" ' n ',u "-1"1 ~~...,j~;..,.'tl,-;;',jj.~t'~T'jt , __.'. "f',. _/ .." . _ . " T, "', ". .".,., ~A~~'~.G\O!".- COMMUNITY TRUST C,OMPM"v~ 3907 MARKET ST ' HL- CAMP HIi_l, PA 1101: -ij14/0( 4~~r(~~t!~~t(~~~~JJJ~!:~~tr;:-~~~3.:1~~:~~r!!{~!)-~~~!fl~;. ~![!lli l!1kVL~~"W~W1\m!d:Sl(~!M,Sl!miI.i<\1i~::o. .D,T n'!; ORI".....L ....TURITy HEREOF wILL PAY I~~:!l1:'ll1!1.~~;tl;~t~~!!~)1~A~lli"!i,~1l~ 1;1'2 Jt, ji, ~~13:~~~L~~9~~~~~ ~M~~-~;:=l!"J::~~~'2 . ~',:',r MO RE C H ArH C S B ~:\ G. P A ~ ~ ~ ci 55 " ,MJi l\'ONTS' ~,...,<,~" ~~ \0 F P 11 I LA. ,: Qc; ,1 MRS. 1dIRIA~~ B. PADSN D,,'NDWNe fJ %j DE\:.. 16.1-9'76 11 ic~ ~ _ <;1/ '...."",.".,,"""~:,.,,~".,,. ,,,,,,,,,,,,..,,,,," ",,,..,". !:;'X"C!t;' , 1~ ~ . , '" bE''''~R~' kcI JS?"M < ,~;~];g~~~~J'~i.~~l:;:~;;\:F 'i:~~:i?t:.~~;\:s::; M 15 847 380 H ~I~J 21 r5 '. 'L t"cl u"'su...."'~P."".E~T '\l . t:.Idit..-c ~ iJ: ,~ It' ., ",," ',' , ' d' 'I"'" ,,,,,,,,,w'~"'~~'D: ""'/ ~..~~:::; ~~ __--':"-~~_~ ,_~_ ,->-.-~ -ri~-t-------~~*l';.r.;:":; ~'':':'; .rrn........... ..... "'u TTITO'ITI'1.~".__ -->-. ~ .,.-~--=~~~ ~- ~ . ~o ""'" ""t~ """i:::-:.co """'~"'X,- 'trJ?,;-p" P..."{ I ';; ~ u.' '" 'I -, ~... ,. ,... n .-11' ;1r.;j:"tr....."">i~iCr f~~- -~-"':';.2~f". '~~...=-"'-_:;:::~ll _""': <~~kc-~~" ~~~_-:- -fffi~ _:;....~~"=::.::~~..::....................:;:;:-.................:......':."--'........... .;.......:.....:.......:.............:~ ..,~ -~~~.2~ ~~~~~:-~~, ~~~..:?-4 AT TKO; ORlCPN.D,L MUURITY HCREO"- WIL.... pAY i(~~!FJ~!.1!]i~if'''~~~';J!;@rm~JJ!2} ISSUE DATE WHICIl IS THE'fIRST DAY OF c: ::~tls'CMi~~1G;Jt!>~r-".t:,!-'5:dSt:~:tm~1:!jiTI?:tA: ~m3Jj ~glJR!!ID~1JJ}.m~~l(!ijl~~!fIl~-!l(f+~ 7iJ 301 10 7095 MR. BLAIR D. PADEN 511 WILLIA~S G~OV8 RD. MECHAHICSBURG, PA. 17Q55 OR MRS. MIRIAM D. PADEN DEC. 1976 -rMONTHI:::~ ~_-_-(-Y~ARY'- .. -~~ 8'/ ...Wl"....."'..,,'",.,"""'~..."..lf ~ 1,,:,,-~?-':.:-~~$6-1rI'~-~-; -f' ~~~~~~~~;IT~F -: '>l'5'RRIE S1 1- !"':::'::~;:;:~"~ ;...... ..,""'.:, .:, - ,',,-,"';.' "".-".'."''''.''''''"<'''''."' .."'....''''''''.....<0""''...''_" ..'","",,,"<.."" ""'"''''. "..,,"" .,~~~- F~6. ~8S8R-yS IMJi\&.e:,.n:,. ,,' :OF PHILA. : .. O....Tl""" t;T~ / , 0' D E'e-,. 16,1-9:76 - " - '--., !:;Jl1;FC ' ,~ -. "" M15847379H ~~.;J~~Id; ~~!~~~1~~: ~ COMtvlU,NiTY TR'US,' C,),)tV'iFhI"~'" 3907 MARKEr sr ' C.,e:.,~lip HILl" !"\ 17[1) \ ,L 7/tV/01' Rev-15G& EX+ (&-9&) *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Paden, Blair D. FILE NUMBER 21-2004-00628 ESTATE OF Include the proceeds of litigation and the date the proceeds were received b y the estate. All property Jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Commerce Bank Account #800868: 100,113.22 2 Department of the Treasury (refund): 24.58 3 Janney Montgomery Scott Account #6669-9304: 235,248.60 4 Malpezzi Funeral Home (refund): 1,356.68 5 Members 1st FCU CD #204196-42: 109,837.03 6 Members 1st FCU Savings Account #204196-00 25.00 7 Orrstown Bank Checking Account #111000376: 508.98 8 Orrstown Bank Savings CD#4000001885: 52,186.63 9 PNC Bank CD#31100230356: 56,174.54 10 Wachovia Bank, N.A. CD#247412061729780: 100,233.04 11 Wachovia Bank, N.A. Checking Account #1010059557247: 6,397.63 12 Waypoint Bank CD#1860284609: 104,589.47 13 Waypoint Bank Checking Account #20010429: 16,642.27 14 Waypoint Bank Checking Account #90835133: 20,072.98 15 2003 Honda Accord (transferred to spouse): 23,275.00 TOTAL (Also enter on Line 5, Recapitulation) 826,685.65 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule E (Rev. 6-98) Rov-15q' EX. ('-"). *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Paden, Blair D. FILE NUMBER 21-2004-00628 If an asset was made Joint within one year of the decedent's date of death, It must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME A. Gerald A. Paden ADDRESS RELATIONSHIP TO DECEDENT 7 Laurel Oak Drive Boiling Springs, PA 17007 Nephew B. C. JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY %OF DATE OF DEATH LETTER DATE ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT r5lA TE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR ALUE OF ASSET INTEREST DECEDENT'S INTEREST JOiNTLY-HELD REAL ESTATE. 1 A 8/1/2001 Members 1st FCU Investment SAvings 22,008.87 50.000% 11,004.44 Account #207915-05: 2 A 8/1/2001 Members 1st FCU Savings Account 25.00 50.000% 12.50 #207915-00: 3 A 6/25/2002 Orrstown Bank CD Account 25.002.74 50.000% 12.501.37 #5110060141: TOTAL (Also enter on Line 6, Recapitulation) 23.518.31 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-15DD Schedule F (Rev. 6-98) ~ Commerce _Bank.. July 16, 2004 The Wiley Group Attorneys At Law 130 W Church St Suite 100 Dillsburg, PA 17019 RE: Estate of: Blair D Paden Social Security #: 301-10-7095 Date of Death: June 21, 2004 Dear Sir/Madam: In reference to the letter regarding the above mentioned Estate, we would like to inform you of the information that we have researched and found. Type: Time Deposit Account #: 800868 Date Opened: 8/8/02 Primary Owner: Blair D Paden Date of Death Balance: $100,113.22 Accrued Interest: $113.22 Receives monthly interest check. If there are any questions or additional information that is needed, please feel free to contact me at (717) 795-7118 ext. 3151. Sincerely, \.00Jn6~ ~ ~~ Wanda J. Morris elF Team Leader Commerce Bank / Harrisburg, N.A. P.O. Box 8599 100 Senate Avenue Camp Hill, Pennsylvania 17001-8599 Department of the Treasury Financial Management Service Regional Financial Center P.O. Box 149058 Austin, TX 78714-9058 001841 05IM0502014010000175300000000 x ;o/~ IDENTIFICATION NUMBER M050201401 AMOUNT OF PAYMENT 05TM05020140100001753 $24.58 --- BLAIR D PADEN TO THE ESTATE OF BLAIR PADEN 511 WILLIAMS GROVE RD MECHANICSBURG PA 17055 PAYMENT IDENTIFICATION DATA ------------------------------------------------------- INV 24.58 · J~~lg-~lA 353,346,23 , .~t '02 03 05 36001200 15 AUSTIN, TEXAS M2 36 BLAIR D PADEN TO THE EST "" 511 WILLIA~IEGRBv~h:~RPAQEN MECHAN I CSBURc,;~ PA '"(:,7055 ~'::,.' . - - -':,{,:::'<,,'-: -,'",- .',', . C-"'-,,';:." PER ENCLOSED MAILING NOTICE ':0000005 lB.: ? lB lOb 2l311" 0 lO 20~ VISIT OUR NEW, IMPROVED VENDOR INQUIRY SYSTEM AT www.fsc.va.gov , SELECT THE "VENDORS" LINK. ONLINE REGISTRATION AVAILABLE FOR VENDORS NOT CURRENTLY REGISTERED RETURN ALL CORRESPONDENCE TO DEPT OF VETERANS AFFAIRS LEBANON PA 1700 S. LINCOLN AVENUE LEBANON PA 17042 (717) 228-5921 ~.. ~'" '. "- .; / ~ _......""IIIIII-....._.w_ on~omery SCOttLLC . ~'lI ~t1~t~~lt .- Iim!t~ 20 Erford Road Sulle315 Lemoyne, PA 17043- 1 109 July 8, 2004 (717) 731-4400 fax: (7171731.4411 The Wiley Group Attn: Jan M. Wiley 130 W Church St Suite 100 Dillsburg PA 17019 RE: Estate of Blair Paden Dear Mr. Wiley: I am in receipt of your correspondence dated July 6, 2004 regarding the assets of the above referenced deceased individual. Attached, please find a summary of the account value on Mr. Paden's date of death, June 21,2004, including accrued interest and dividends where applicable. The account maintained with Janney Montgomery Scott was originally established July 25, 2003, in Mr. Paden's individual name and no changes to the registration of the account have occurred. In order to distribute the assets of the account, we will first need to establish an Estate Account, which will require completion ofaNew Account Agreement, one Associated PerS0ns fOTIIfs for each Executor containing their personal identifying infomiationas . required pursuant to the USA Patriot Act;. and a: copy of the court appointment naming; the executors. When and if you are ready to proceed, please contact Charlie or me. Should you require any additional information, do not hesitate to call. ;;;~~ KristyJ..Lehman Registered Sales Assistant Members: NYSE . NASD . SIPC 00 0 q- r-- en - N q- ~ q- M III <ri cO cri ci I!! 0 to to q- M ... CIl ... ... M r-- - .E "0 ~ .. CIl ~ S ::l II 2' ~ ~ u ~ ~ u . ~ < ~ 1:i tRo "Ef.). Efl- b'} tR- .,. " ~ t . II . l . ~ i1 I . .. ... 0 r-- M Ol .... ~ li 0 C! '" ... q- N ~ ~ CIl <ri N ci <ri <ri cO iI ~ ~ ::l '<t N M r-- 0 M i1 " 1i iii c '" '" "'. N II) .S .. '<t > C NIDI,{) ci '<t- ~ .. ~ - N q-N q- N M b " 1 0 CIl - ... N t .... . 1 ~ 0 ... ~ . ~ c ~ t 0 N co '" .~ ~ Q) ~ :;; .~ I "'0 0 (j) ~ &7 6') EA- tR- ER- .,. ~ J co N . I ~ ~ a.. (j) (]) ~ ~ c.o c: - ~ . f ~ c.o J!l s co :J {2 2' ~ ~ c.o . ...., 1; . ~ aJ - " 8 =I:t: i- II 0 J ~ "- 8 -0 ~ :(:<' 0 lJ) c: . ~ co :J .. iI lJ.. 'g ~ Q) <( c: -0 . " i1 +J c: ~ , i:' co 0 I 0 -0 ~ ~ . CJ) +=' (ll c: f +J :J " (f) co liilJ.. "0 f ~ 0 :2 ~ ,2- Q) c: .& 't . W :J :J 8. . .s,! E . " ...., (ij u.. . b Ol c: 0 a; ~ :;; 1 > ~ a.:JO 0 ~ 0:2..5 ~ ~ u.. ~ II . U:!2 'c '" . ~ x ::;; ~ ~ lii <I> ::1 1i :;:::;; >- '0 t " '0 Ol IE 8 s a: c: ~ c: c: 0 ~ t t\l OlOlQ . .g c: i: a.::;; s 't . ~ u: i1 ~ ~ c: E Ol . t\l c: (l) ~ 0 .. " .S ;: t ~ '. .Q <I> c: .g ~ . t\l . Qj Qj :> c: '" I . ::lCQ:: 1 'S 0 ::;; z>-< " ~ .S -K ~ .. ~ ~ " . N 0 0 ... 0 w ... I M 0 '" M Ol 0 q- Ol r-- 00 q- z ,..; ,..; ci <ri w '" 0 ... r-- ;'j q- '" M ~ .,.; c",r ro- ~ REGULAR SAVINGS ACCOUNT: Account Number/ SuffIx Date Account Established Principal Balaoce at Date of Death Accmed Interest to Date of Death Total Priocipal aod Accmed Interest Name of Joiot Owner Date Joiot Ownership Established INVESTMENT SAVINGS ACCOUNT: Account Number/Suffrx Date Account Established Principal Balaoce at Date of Death Accmed Interest to Date of Death Total Principal aod Accmed Interest Name ofJoiot Owner Date Joiot Ownership Established CERTIFICATE OF DEPOSIT: Account Number/Suffrx Date Account Established Principal Balance at Date of Death Accmed Interest to Date of Death Total Principal and Accmed Interest Name of Joiot Owner Estate of: VLAIR D. PADEN Date of Death: June 21, 2004 Social Security Number: 301-10-7095 .~ fvlm MEMBERS 1st FEDERAL CREDIT liMON 204196 -00 04117/200 I $25.00 $.00 $25.00 None 207915 -00 08/01/2001 $25.00 $.00 $25.00 Gerald E:Paden 08/01/2001 207915 -05 08/01/2001 $21,996.82 $12.05 $22,008.87 f Gel'ahhE,c';Pade'b. ; 08/01/2001 204196 -42 04/17/2002 $109,578.25 $258.78 $109,837.03 None ~ aERAL CREDIT UNION Denise A. Wolfe ~ Insurance Supervisor July 30, 2004 5000 Louise Drive. P.o. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www.memberslst.org ~ x ORRSTOWN BANK TO: The Wiley Group Attorneys at Law 130 W Church Street Suite 100 Dillsburg, PA 17019 FROM: ORRSTOWN BANK P.O. BOX 250 SHIPPENSBURG PA 17257-0250 RE: ESTATE OF Blair D Paden DECEASED DATE OF DEATH: June 21,2004 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: (1) CHECKING ACCOUNTS DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST 111000376 Blair D Paden 6/26/02 508.98 SAVINGS ACCOUNT DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST (3) CERTIFICATES OF DEPOSIT ACCOUNT NO. TITLE OF ACCOUNT 4000001885 Blair D Paden ffil:;~m~~~~~~~1~!ii.(~~:r~(:i~i~fl DATE OF DEATH PRINCIPLE & ACCRUED INTEREST 52,000.00 186.63 7/8/04 By Timothea Customer Service Operator P.O. BOX 250 SHIPPENSBURG, PA 17257 TEL. (717) 532-6114 SEP-25-2004 18:44 PNCBI'INK 412 758 3458 P.01/01 x o PNCBAN< September 23, 2004 Jan M. Wiley, Esquire 130 W. Church Street Dillsburg, PA 17019 RE: Estate of Blair D. Paden, deceased SSN: 301-10-7095 DOD: 6/21/2004 Dear Attorney Wiley: In response to your request for Date of Death balances for the customer noted above, our records show the following: Certificate of Deposit Account #31100230356 Established 06/07/2002 BLAIR D PADEN DOD balance: $56,0&4.&7 + $&9.67 accrued interest Interest Paid 111/2004 - 612112004 - $1,158.42 Please note that this office only provides date of death balances for deposit accounts (!RAs, CDs, Checking and Savings accounts). We do not process any tinancial transaetions or provide statements. If you need assistance with any of these items, please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, ~~ Rachelle Wells 1-800-762-1775 P7-PFSC-04-F 500 first Ave. Pittsburgh PA 15219 Member FDIC TOmL P.01 II! ~ WACHOVIA ~ Reference 10: 955894 Wachovia Bank N.A Balance Confirmation Services POBox 40028 Roanoke, VA 24022-7313 July 13,2004 WILEY GROUP 130 W CHURCH STREET SUITE 100 DILLSBURG, PA 17019 SUBJECT: Verification I Confirmation of Account and Balance Information provided for: Customer: BLAffi D PADEN (SSN# 301-10-7095) Date of Death: June 21, 2004 Deposit Account Information Account Type Account Number Date of Death Balance Average Balance. Date Opened Maturity Interest Accrued YTD Date Date Rate Interest Interest Paid Closed 8ERTIFICAlE OF DEPOSIT 247412061729780 LEGAL TITLE: BLAIR D PADEN $100,000.00 4/2/2002 10/2/2004 4.26 $233.04 $2,134.62 8HECKlNG 1010059557247 LEGAL TITLE: BLAIR D PADEN $6,397.63 11112/2002 $0.12 $3.80 * Due to system limitations, we can only provide a twelve month average balance on depoSitory accounts. . Date of death balance does not include accrued interest. . If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were . (/ ~~de durin~~ :hiOd. 0e~i~Ub Servicenter Associates Phone: (540)563-7323 abs;js 000 000614 ~l Wayl=tqi!lt LOOK FOR U5. WELL GET YOU THERE. \' 7/8/2004 THE WILEY GROUP 130 W CHURCH ST STE 100 DILLSBURGPA 17019 The information which you requested on the account(s) of BLAIR D PADEN (Social Security Number 301-10-7095) is/are as follows: Account Number 1860284609 20010429 90835133 Class of Account CERTIFICATE CHECKING CHECKING Date Opened 030796 011895 102793 Principal Balance 104547.98 16640.91 20072.49 Accrued Interest 141.49 1.36 .49 Balance at Date of 104589.47 16642.27 20072.98 Death Account Ownership SOLE SOLE SOLE Name of Joint Owner, if any Date Ownership 030796 Was Established 011895 102793 Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established 'l.dditional [nfomiation Requested ~~ SENIOR SERVICES REP. P.O. Box 1711. HARRISBURG. PENNSYLVANIA 17105-1711 Toll FrEE 1-866-WAYPOINT (1-866-929-7646) . IN YORK AREA 7/7/815-4500 . www.waypointbank.com .4~"0I!:'-1!!~~.I~~0~otIiV-.1i_il"""",.E'P'.lA11113HI5""!t"'=-==",__ ~1~9~t~I""'..; and Price a New Car - NADAguides.com Page 1 of2 Classic Cars Motorcycles Recreation Vehicles Manufactured Homes Buy a Price Guide New Cars r Used Cars 1 Reviews [ Compare Vehicles 1-BodyStyle II 2-Make II Used Values: Vehicle Report Tips/Advice I Search Dealer Inventory I New Car Dealer Quote lTake a ~ 3 - Year I I 4 - Model,& Trim I 15 - Mile811e & Options I IT ..... 2..Door Coupe 2003 Honda Accord-4 Cyl. Coupe 2D EX (V6) Vehicle History Report Check the history of a vehicle IPress GO or Enlar_",~_J - Eotlmllted Psyment $722.87/Month- **based on $1 ,000 down. 4.79% interest rate, 8.25% sales lax, 36 months Aoolv for B loan now Free Dealer Price Quote New Car Dealer Quote Truslec:l Partners Free Insurance Quote Check Your Credit Donate Your Vehicle WarrantY Quote DMV Forms Find This Car Auto Resources ArtIctes Aooraisina Your Car Sellino Tlos Buvina a Used Car Financina 101 Advertising Soedal Oeal-; on Certified Used Hondas March 04, 2005 It mint this vehicle reoort . AVRf'BOe Trade-In Avel1lCHt Retail http://www.nadaguides.comluv/viewresults.aspx?LI=I-II-I-2031-0-0-0&Lnk=l&wSec~ 11... 3/4/2005 Base Price $19,475 $22,300 Mileage 3,500 miles $975 $20,450 $975 $23L275* TOTAL PRICE Thank you for using NADAguides.com to gel your used vehicle price. Are you considering buying a new car or would you simply like to take a look al alllhe cool new cars? We have an the New Car Prlclno and Infonnalion you will need to help you make a dec;sion. If you plan on purchasing a new vehicle, get a Free Quote from s dealer near you. (*) Average retail price represents a clean vehicle in good cond~ion with a Oeso Title Hlstorv if you're purchasing a used vehicle, get used car financing rates as low as 4.79% APR for 24-36 months. Find out if you can lower your insurance premium; click here for a 'ree Insurance Quote or get a FREE Credit Reoort. Selling your vehicle? Sell your vehicle thmugh AutoTrader com and get the most for your money. Print a checklist and the reauired DMV Title & Recistration forms. " onnt this vehicle reoart _ email a friend .. Other Vehicle Infannatlon Model Number: NlA Weight: 3265 .. Back to Too..... The free consumer values on nadaguides.com are based on the Consumer editkm Of the N.A.D.A. Official Used Car Guide@, and should not be utilized for industJy purposes. The consumer values may vary from the N.A.D.A. Official Used Car Guide values presented to you by Insurance companies, banks, credit unions. government agencies and car dealers due to vehicle condition. regional market Rev-151qex+(6-98) . SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY CO'-""ONWEAl TH DF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Paden, Blair D. FILE NUMBER 21-2004-00628 ESTATE OF This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM DESCRIPTION OF PROPERTY DATE OF OEA TH % OF DECD'S TAXABLE EXCLUSION NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. 1 Gartmore Funds IRA Account #2201031204: 89,061.88 89,061.88 TOTAL (Also enter on Line 7, Recapitulation) 89,061.88 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) "l t'l t'l m , i 00 0 f-'f-' f-' -- -- -- NN N .... .. ---- -- 00 0 <.11<" Ul oi""t'l ::c: gx t'l ~o o ~::c: :>l~ "l ~ m~ gj~~~ !~&l >-It'lOUl HZ~'" 0:>' N ZZ 0 OG"lO 111111-..1 f-' ",0'" 111' 0 11100 o o "" \XJOK ~~g <I> g~~ : z K 0 G"l'" . ;t'tD HI11 r;\ tJ t'l "l;l;t:' t'l;t'H \XJKG"l H ...,dtD <I> OHt:"' ~ ",t'l 0 ...,"l :t:t<I'" t<l\XJ0 ::0 ';3;Jlw ?3~r;\ "'...,~ ~gj~ m H ",tJZ <I> ts3HH 0 om ...,od c:t"'H mOm mO 0t'l0 ~t:I~ g;~m H"'" t<l..., "l :t: Ot:lt<l ::O~m li\.-'l~ ...,00; :>' m H t"' m g m ..., o o o d m o o o 0> 0> '" '" o 0 ",f-' -..1 f-'O f-' 0>0 0> 0>0 0> , ..., ~ , "l t<l t:l f-'f-' f-' "'''' '" UlUl ",,,, <I> o ~, ~tri '" '" 00 0 NUl -..1 ",f-' -..1 ON N , , o o m ..., ~ t<l o o o o .....:l I-' CO \,\.) o VJ {f> o .. .. U1 U1 '" '" 00 0 oN -..1 0'" -..1 00 '" o o .. \f. h ~ ~ i H z o ~~ a;' o f-' -- N .. -- o Ul .. ~& i~ . . {f> o o o ~i ~ <I> o o o o o o o o .~ 0 o o ~ :2 "g .." ~- ~~ ~ . " ~ o o o o n .g li ~~ ..,~ iH 0<" ~~ ~ . i Gl 'U td GHJ:l Gl ~o~t'~~ tdt'J~H>-3 O>TJZ::d:;: ~:><:H 0 rlGltl::d >-,H:>' t'J ",:>'Z'U 'U ",::d 0:>'>-3 ~ ><t'Jb:>::1 --.t'Jd >-' HGlzm -J :>::1t'J >-3 o :>'~t'l to.) mrl -J >-30 tl~:;: >-311:1 r~~ t<:I z ~ $~ !' .. ~~ . - . ~ ~. , N N o f-' o '" f-' N o .. ~ H Z >-3 ~ m ~ t'J rlNZ ~;::~ '1jlJ1H o lS~~ t'~H !:'"':;.:tl .t'lt'l 'tl>-3 ',l' m mt'l >-30 >-' d -J :>::1 o H >-' >-3 >-' H I t'l '" m c1\ w H o Z o i . z o . ~ r "'''~ -..1 i il 0" ~ = e!; i tvi~ ~ ~ ~ !{ V.J ~ \ '" '" '" '" '" ~ i (,.oJ z: ~ -..10- o~~ o '"\ ~ f-' N o N .., " g . ~ . " ill . p ~ Gl ffi .~ i ~~ ~ ~~ 3 zg n ',l' c; ~ ~1..".1 o H"l : ~~ g ~(J1 '" t<:I o ~ "l ~ ~ ~ o ~ ~ l m < ~ tl g REV-115~ EX+ (12-99) *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Paden, Blair D. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-2004-00628 ESTATE OF ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City Slale Zip - Year(s) Commission paid 52,400.00 2. Attorney's Fees Wiley, Lenox, Colgan, & Marzzacco, P.C. 52,400.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address Cily Slale Zip Relationship of Claimant to Decedent 4. Probate Fees 947.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 3,000.41 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 108,747.41 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev.150~ EX. (6-98) *' SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEAlTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Paden, Blair D. FILE NUMBER 21-2004-00628 ESTATE OF ITEM AMOUNT NUMBER DESCRIPTION 1 Cumberland Law Journal (advertise): 75.00 2 Gerald E. Paden (reimbursement): 16.00 3 Lois G. Paden (reimbursement): 162.90 4 Nationwide Life Insurance Company (reimbursement): 473.97 5 Over-night packet: 8.31 6 PA Dept. of Revenue (estimated tax): 250.00 7 Recorder of Deeds (estate deed): 41.50 8 Register of Wills (add'l short certificate): 3.00 9 Register of Wills (filing fee); 30.00 10 The Sentinel (advertise): 139.73 11 US Treasury (estimated tax) 1,800.00 Subtotal 3,000.41 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H.B7 (Rev. 6-98) Rev.1fi1~ EX+ (6_98) *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIOENT OECEOENT Paden, Blair D. FILE NUMBER 21-2004-00628 ESTATE OF Include unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION 1 Dr. Paviol: VALUE AT DATE OF DEATH 85.00 2 Holy Spirit Hospital: 34.98 3 Links2Care (nursing cost) 605.00 TOTAL (Also enter on Line 10, Recapitulation) 724.98 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV 151\EX+ (9.0<1) *' - SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Paden, Blair D. 21-2004-00628 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) 00 Not List Trulltee'.' I. TAXABLE DISTRIBUTIONS [include outright sfrousal distributions, and ransfers under Sec. 9116(a)(1.2)] 1 Rita Burkholder Clark Niece 50,000.00 9030 Red House Road Gladys, VA 24554 2 John Hackenberg Friend 5,000.00 917 Peachtree Drive Mechanicsburg, PA 17055 3 Carol Hackenburg Friend 5,000.00 917 Peachtree Drive Mechanicsburg, PA 17055 4 Melvalene E. King Friend 5,000.00 310 Hemlock Road Mechanicsburg, PA 17055 5 Richard King Friend 5,000.00 310 Hemlock Road Mechanicsburg, PA 17055 See continuation schedule attached Continuation 328,255.00 Total 398,255.00 Enter dollar amounts for distributions shown above on lines 5 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS See continuation schedule(s) attached 787,733.52 TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.1500 COVER SHEET 787,733.52 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Blair D. Paden 301-10-7095 06/21/2004 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 6 Gerald D. Paden Nephew 50,000.00 7 Laurel Oak Drive Boiling Springs, PA 17007 7 Janelle E. Paden Grand Niece 10,000.00 43-B Green St. Westwood,NJ 07675 8 Lois G. Paden Spouse 268,255.00 511 Williams Grove Road Mechanicsburg, PA 17055 Total 328,255.00 1 Rev.1502 EX+ (6-98) '* SCHEDULE J.IIB CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS continued COM.KlNWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Paden, Blair D. FILE NUMBER 21-2004-00628 ITEM NUMBER DESCRIPTION AMOUNT 1 Bethany Village United Methodist Retirement Center Auxiliary: 134,244.51 2 Carlisle Division of the Salvation Army, Inc. 15,000.00 3 Citizens Fire Company, Mechanicsburg, PA: 15,000.00 4 Easter Seals of South Central PA: 10,000.00 5 Forest Park Health Center Auxiliary: 10,000.00 6 Mechanicsburg Museum Association: 10,000.00 7 Mechanicsburg Public Library: 25,000.00 8 Messiah College/Student aid: 25,000.00 9 Messiah Village Auxiliary: 134,244.51 10 Shepherdstown United Methodist Church: 25,000.00 11 The Church of God Home Auxiliary: 134,244.50 12 The Greater Harrisburg Foundation: 200,000.00 13 United Methodist Home For Children: 50,000.00 Subtotal 787,733.52 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule J.IIB (Rev. 6-98) Register of Wills of County, Pennsylvania INVENTORY Estate of Blair D. Paden No. 21-04-00628 also known as --- ----;Deceased Date of Death 06/21/2004 -........----.....--- Social Security No. 301-10-7095 Glenn A. Ganoe Gerald E. Paden The Personal Representatlve(s)ofthe above Estate, deceased, verlfy that the itemsappearin9 in the following Inventory include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents Its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Attorney: 1.0. No.: Jan IVI' Wiley 06298 Signatur Wiley, Lenox, Colgan, & Marzzacco, Signature: Firm: P.c. __ ___,,____,__ __. 908 Grantham Road Address: PO Box 194 Grantham, PA 17027 Telephone: 717-697-0039 f\',) k, Address: 130 W. Church St., Suite 100 . Dillsburg,PA 170~_ __.. Teiephone: 717-432-9666 --~ ..- Dated: 03/21/2005 Personal Property Cash............................................................................................... Miscellaneous Property.......... ....................... .......... ........ ............. Stocks/Listed..... ............ .................... ............................................ Stocks/Closely Held...................................................................... Bonds............................................................................................. Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... 803,410.65 23,275.00 203,215.07 8,000.00 Total Personal Property......................................... 1,037,900.72 Total Real Property................................................ 144,980.00 Total Personal and Real Property......................... Total Out-of-State Real Property.......................... ..:;-. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX iPPRAI&EHENT, ALLOWANCE OR DISALLOWANCE ,OF IlEDUCTIONS AND ASSESSHENT OF TAX BUREAU OF INDIVIDUAL TAXES" INHERITANCE TAX DIVISIDN PO BOX 280601 HARRISBURG PA 171Z8~06Dl DATE ESTATE OF DATE OF DEATH FILE NUMBER COUMTY ACN 06-07-2005 PADEN 06-21-2004 21 04-0628 CUMBERLAND 101 Mount R...l tteel If';.l .~ '"1 I-~",., r.,;: Lt,/> \.h~" , ,. JAN M WILEY WILEY ETAl 130 W CHURCH DIllSBURG Oro~ .'< d;-'-: " ST 100 PA 17019 .. REV-1547 EX. Af'P (03-05) BLAIR D I XI CNANllED SEE MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WIllS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS ~ /tlV-"MIl"Yf.m.m~1.wtm.'b'I!".!MI'tft'l"t'4M!'t.'Ift.lMlmMMf:.~tWXB.arr.............. ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX BLAIR D FILE NO. 21 04-0628 ACN 101 I~ an assessaent was issued previously. lines 14. 15 and,or 16. 17. 18 and r~lect ~igures that include the total ~ Abh returns assessed to date. ASSESSMENT OF TAX: 15. AII,,,..t of Uno 14 .t Spousal rat. (15) 16. AMount of Line l~ taxable at Lineal/Class A rat. (16) 17. A.........t of Uno 14 at Sibling rat. un 18. ~ount of Line 14 taxable at Collateral/Class Brat. (18) 19. Principal Tax ou. ESTATE OF PADEN TAX RETURN WAS: I I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Roal Estat. 1_1. A) 2. Stocks and Bonds 1_1. B) 3. Closely Meld stock/Partn.rsh:l.p Interest (Schedule CJ 4. HortgsgaslNotos R8CSlvabla ISchedule 01 5. Cesh/B8nk Deposlts/Hlse. Personel Property (Schedule E) 6. JointlY Owned Proporty ISchadulo F) 7. Tr8nsfars (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expen_s/AdII. Costs/Hlse. ExP8ftS.es (Schedule H) 10. DabtslHortgaga Liabil1tios/Lians ISchedule I) 11. Total Deductions 12. Net Valu. of Tax R.turn 13. Ch.rIteble/Gov&rna8ntal Bequests; Non-elected 9113 Trusts 14. Net Velus of Estato Subjact to Tax NOTE: DATE 09-22-2004 NUI18ER CD004412 INTEREST IPEN PAID 1-) .00 11) (2) 131 141 IS) 161 171 144.980.00 211.215.07 .00 .00 826.685.65 23.518.31 89,061.88 (8) 191 1101 108,747.41 724.98 Ill) 1121 1131 1141 ISchadul. .J) 268,255.00 X .00 X .00 X 153,518.31 X AHOUNT PAID 18,525.00 INTEREST IS CHARGED THROUGH 06-22-2005 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE DATE 06-07-2005 ATTACHED NOTICE NOTE: To insure proper credit to your account, Sl.lb.it the upper portion oi this for. with your tax p&Yllent. 1,295,460.91 lOQ.472 ?lQ 1,185,988.52 764,215.21 421,773.37 19 will 00 = 045 = 12 = 15 = .00 .00 .00 23,027.75 23,027.75 119)= 18,525.00 4,502.75 57.37 4,560.12 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REClUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE A REFUND. SEE REVERSE SID~ n~ TUT~ ~~~ --- - REV.14,~E'X(6-88) '* INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 1712&-0601 DECEDENTS NAME FILE NUMBER Paden, Blair D. 2104-0628 REVIEWED BY ACN Daniel Heck 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES F 1,2 Jointly held assets are taxable outright to the benefrciary/ies before determining residue. ROW Page 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WILEY JAN M 130 WEST CHURCH STREET DILLSBURG, PA 17019 __nnn fold ESTATE INFORMATION: SSN: 30HO-7095 FILE NUMBER: 2104-0628 DECEDENT NAME: PADEN BLAIR 0 DATE OF PAYMENT: 06/20/2005 POSTMARK DATE: 06/17/2005 COUNTY: CUMBERLAND DATE OF DEATH: 06/21/2004 NO. CD 005460 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $4,560.12 I I I I I I I I TOTAL AMOUNT PAID: $4,560.12 REMARKS: CHECK# 2496 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS .. ~ h Z ~.. ~i ~~'6 ',j;1Il :si t= ~ ~ ~ Q..u. ~u.I~ ,"-0 ffi~~ :i !ii ~s: \!l.. III :5~ \>O~a \i i\\ o ~..~ u -tl,.,O ;.-~~'l ~ '" c , '" e '" o. !Ii '" .... 4 ..... ... IS '$ .. , ,. i!! III ......'" 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C~\ \ ".., 0 \~:-\ _ '.- ,,'; ~ ',,-,_>/ l \., - o ~ :C 0.- P- o ';) U 0 0 0: J!l ~~ . .- '" ::>~ " 0 </>0 o';:l . '" ~ a; 10 $'< ~~ .-IN N 1;>0- . ~ </> ' ",'" ~~ I.U "';:< \! ::> ~~ ::>~ ~~ ~- u~ '6'0 .0 3: ~ "0 0 u '" 'cC c::> N '.- 'u:: -:-')' L.t.C) '" C)c-:> '::::(_(J~- 0'0-7 u:',.r';::( _J.......". o.~. . 0.., l--._ 3?ls C) '::t: ::::> ....., \.l'? "" ~ ~ _.-~-_.-'~- % i o lI) u~ ~$~ '" ::s 9. "'" E8:!~ ~'dtO< "0 l.a p.. ,.,.. . ~~o~ til.D U .~ '~ g ~"i ~UOU - - - \~" IT. ':1) 1'-:1 , \'1) ..... o ,.... .... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXEfiECORDED OFFICE or: :INHER:ITANCE TAX INHERITANCE TAX DIVISION f)r("0T'-" n'- \'1" i ,-STATEMENT OF ACCOUNT PO BOX 280601 r Ii:\)h: j cr.. . r . v:~ ,_.1 HARRISBURG PA 17128-0601 *' REV-16D7 EX AFP (03-05) JAN M WILEY WILEY ETAL 130 W CHURCH DILLSBURG CLERK OF ORPHAN'S COURT CUMBERI.#Hj CO,. PA DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-11-2005 PADEN 06-21-2004 21 04-0628 CUMBERLAND 101 Allount R_i tted BLAIR D 2005 JUL 15 PH 12: 04 ST 100 PA 17019 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this for. with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ................................................................................................................ REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT KKK ESTATE OF PADEN BLAIR D FILE NO.21 04-0628 ACN 101 DATE 07-11-2005 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-07-2005 PRINCIPAL TAX DUE: 23,027.75 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-22-2004 CD004412 .00 18,525.00 06-17-2005 CD005460 54.29- 4,560.12 TOTAL TAX CREDIT 23,030.83 BALANCE OF TAX DUE 3.08CR INTEREST AND PEN. .00 TOTAL DUE 3.08CR . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J ''''- q...S