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HomeMy WebLinkAbout03-0230PETITION FOR PROBATE and GRANT OF LETTERS Estate of MADELINE C. BARTLEY No. also known as To: Social Security No. -i 8 9- 0 9- -i 41 ~)eceased. The petition of the undersigned respectfully represents that: alternate Your petitioner(s), who is/are 18 years of age or older an the execut in the last will of the above decedent, dated June 7, I 9 9 5 and codicil(s) dated Register of Rills ,for the County of uumDerTand Commonwealth of Pennsylvania executor in the named ~mxxxx See renuclation of George C. Bartley as Executor in favor et alternate executor (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at Beth,any Village, 325 Wesley Drive, Mechanicsburq, PA 17055 (list street, number and mu~i~al?ty) Decendent, then 84 years of age, died February 25, 2003 , llOXXXX ., at Holy Spirit Hospital, Camp Hill, PA 17011 Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate.in Pennsxlvania . . situated as follow~nl°n Deposit Road, Dauphin County Undeveloped Land with Cabin $ 175,000.00 $ $ ~00~000~00 (Estimated) WHEREFORE, presented herewith and the grant of letters theron. ,~.§,//BY: Steven Howell, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) Testamo~ntary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) 619 New Esquire Bridqe Street Cumberland~ PA 17070 OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 3 COUNTY OF CLm~berland ~ SS The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly afl~nister t_h.e estate according to law. Sworn to or affirmed and subscribed ~- ~/~~/ /.'--x before me this 17th day of [ ,// ~ .... ~ Donna M. Otto,lst Deputy ~/l~egtster ,~y ~ i NO. 2].-20U3-230 Estate Of MADELINE C. BARTLEY , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW l~larch 17th l:gX 2003 in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated June 7, I 995 described therein be admitted to probate and filed of record as the last will of. MADELINE C. BARTLEY ; and Letters TESTAMENTARY are hereby granted to STEVRN HOWRT.T,; R.qQIITRR FEES Probate, Letters, Etc .......... $ 270.00 Short Certificates(5 ) .......... $ ]_5.00 Renunciation ... f 1.) .......... $ 5.00 x-Pages (8) atp $ 56:88 TOTAL __ $ 5t~4_flo Filed . .I'J. gLw..c.h.. 1.7.t.h., 2.00.3. ............... Donna M. Otto, 1st DeputyRegister of Wills /.~f.A~7~OJ~4S S/~teven ~TwOeR~E1Y, (s~~eN°') ADDRESS 619 Bridge Street PHONE New Cumberland, PA 17070 (717) 770-1 277 (717) 770-1 278 Telecopier MAILED LETTERS TO A~fORNEY ON 3-17-03 RENUNCIATION 21-2003-230 In Re Estate of__ MADELINE C. BARTLEX deceased. To the Register of Wills of, CUMBERLAND County, Penn~ylv~.nia. GEORGe. C. BARTLEY, EXECUTOR The undersisncd __ of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters TESTAMENTARY JOHN R.F. 8OWEN, NOTARY PUBMO [ GEORGE C. BARTLEY BETHANY VILLAGE (Address) MECHANICS~.~,,.PA 1 7055 ' ~sna~ure) ' (Address) (Stgnmture) (Address) 21-2003-230 LAST WILL AND TESTAMENT OF MADELINE C. BARTLEY I, MADELINE C. BARTLEY, of Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby revoke all other wills and codicils heretofore made by me. FIRST I direct the payment of my debts not barred by a statue of limitation and expenses of my last illness and fimeral from my estate as soon after my death as conveniently may be done. If there be no cemetery lot available for my interment, owned by me at the time of my death, I authorize my personal representative to purchase such cemetery lot with a contract for perpetual care, using funds from my estate, in such amount as he shall consider necessary and desirable, and I authorize my personal representative to cause title to or ownership of such lot so purchased to be vested in such person as my personal representative shall designate. Further, in this connection, I authorize my personal representative to expend funds ~om my estate, in such amount as my personal representative shall consider necessary and desirable for the erection and inscription of a suitable marker for my grave. SECOND I give and bequeath all real estate and personal property owned by me at the time of my death, together with all insurance policies naming my Estate as beneficiary, to my spouse, GEORGE C. BARTLEY, if he survives me by thirty (30) days. THIRD Should my spouse, GEORGE C. BARTLEY, fail to survive me by thirty (30) days, I hereby make the following specific bequests to be distributed bom the residue of my estate: (a) Filly thousand dollars ($50,000.00) to the Pennsylvania State University, University Park, Pennsylvania 16802, College of Medicine, Hershey, Pennsylvania, for the purpose of establishing an endowed fund for the granting of scholarships in the names of George C. Bartley and Madeline C. Bartley, to students of the College of Medicine who have demonstrated academic merit and financial need; (b) Fifty thousand dollars ($50,000.00) to the Pennsylvania State University, University Park, Pennsylvania, 16802, College of Agriculture, School of Forest Resources, for the purpose of establishing an endowed fund for the granting of scholarships in the names of George C. Bartley and Madeline C. Bartley, to students of the School of Forest Resources, who have demonstrated academic merit and financial need; (c) Filly thousand dollars ($50,000.00) to the Harrisburg Area Community College, 3300 Cameron Street Road, Harrisburg, Pennsylvania, for the purpose of establishing an endowed fund for the granting of scholarships in the names of George C. Bartley and Madeline C. 2 Bartley, to students of the Harrisburg Area Community College, who have demonstrated academic merit and financial need; (d) Fifty thousand dollars ($50,000.00) to Lebanon Valley College, Annville, Pennsylvania, for the purpose of establishing an endowed fired for the granting of scholarships in the names of George C. Bartley and Madeline C. Bartley, to students who have demonstrated academic merit and financial need; (e) Seventy-Five thousand dollars ($75,000.00) to Tuan Tran, who has been like a son to myself and my spouse especially when he was a student at Milton Hershey High School, and now resides at 3712 Colorado Street, West Covena, California, 91792, and if he predeceases me, this bequest shall revert back into the residue of my estate; (0 Fifteen thousand dollars ($15,000.00) to my cousin, Iva Daetwyler Sim~, now of Charlotte, North Carolina, and if she predeceases me, this bequest shall revert back into the residue of my estate; (g) Fifteen thousand dollars ($15,000.00) to my cousin, Betty Daetwyler Kent, now of Pride, Louisiana, and if she predeceases me, this bequest shall revert back into the residue of my estate; (h) Fifteen thousand dollars ($15,000.00) to my cousin, Dr. Calvin Daetwyler, now of Houston, Texas, and if he predeceases me, this bequest shall revert back into the residue of my estate; (i) Fifteen thousand dollars ($15,000.00) to my cousin, Dr. William Cassell, Sr., now of Atlanta, Georgia, and if he predeceases me, this bequest shall revert back into the residue of my estate; 3 (j) Five thousand dollars ($5,000.00) to the Helen Opperman Krause Animal Foundation, Inc. (HOKAFI), Post Office Box 311, Mechanicsburg, Pennsylvania, 17055; (k) Five thousand dollars ($5,000.00) to the Humane Society of Harrisburg, Inc., 7790 Grayson Road, Harrisburg, Pennsylvania; (1) Ten thousand dollars ($10,000.00) to the Salvation Army, 1122 Green Street, Harrisburg, Pennsylvania; (m) Five thousand dollars ($5,000.00) to the Boys Club of Harrisburg, 1227 Berryhill Street, Harrisburg, Pennsylvania; (n) Five thousand dollars ($5,000.00) to the Volunteers of America, 2100 North Third Street, Harrisburg, Pennsylvania; (o) Twenty thousand dollars ($20,000.00) to the Harrisburg Masonic Consistory, Heritage Builders Fund of the Harrisburg Consistory, Ancient and Accepted Scottish Rite of Free Masonry, Harrisburg, Pennsylvania; (p) Five thousand dollars ($5,000.00) to the Harrisburg Symphony Society, 128 Locust Street, Harrisburg, Pennsylvania; (q) Five thousand dollars ($5,000.00) to the Harrisburg Choral Society, Pine Street Presbyterian Church, Harrisburg, Pennsylvania; and (r) Ten thousand dollars ($10,000.00) to World Vision, Pasadena, California, 91131. Each of the beneficiaries named above in ¶ 3 shall receive the entire amount shown UNLESS there is an insufficient amount to accomplish all the bequests. If an insufficient mount 4 exists, ¶ 3 shah act as an order of abatement and the beneficiaries listed shall receive distribution in fifll following the order presented in ¶ 3 until the estate is exhausted. FOURTH In the event there exists a sum of money in my estate after distribution is made in full to all of the beneficiaries listed in ¶ 3, I then direct that such reminder be distributed IN EQUAL SHARES to the following: Harrisburg River Rescue, Inc., 111 South Cameron Street, Harrisburg, (a) Pennsylvania; Guiding Eyes for the Blind, York Town Heights, New York, 10598; The Rough and Tumble Engineers' Historical Association, Inc., Box 9, Kinzers, Pennsylvania, 17535; (d) American Bible Society, 1865 Broadway, New York City, New York; (e) March of Dimes Birth Defects Foundation, Central Pennsylvania Chapter, 4008 Jonestown Road, Harrisburg, Pennsylvania; and (f) Covenant House, 346 West 17th Street, New York City, New York, 10011-5002. FIFTH I direct that any and all Inheritance, Estate and Transfer Taxes imposed upon my estate passing under my Will or otherwise, shall be paid out of the principal of my residuary Estate. SIXTH In addition to the powers conferred by law, I authorize my Executor, in his absolute discretion: (a) To retain in the form received, and to sell either at public or private sale any real or personal property. (b) To manage real estate. (c) To invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principle of diversification. (d) To exercise any option or rights arising from ownership of investments. (e) To compromise claim~ without court approval, and without the consent of any beneficiary. SEVENTH Any and all payment or payments of any sum or sums, whether in cash or in kind and whether from principal or income, shall be made upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors of any such beneficiary. All shares of principal and income herein given shall be free from anticipation, assi~ment, pledge, or obligation of any beneficiary, and shall not be subject to any execution or attachment. EIGHTH I nominate, constitute and appoint my spouse, GEORGE C. BARTLEY, Executor of this my Last Will and Testament. I hereby relieve my Executor from the necessity of posting any security or bond in connection with his duties as such in any jurisdiction in which he may be 6 called upon to act insofar as I am able by law to do so. In the event GEORGE C. BARTLEY is unable or unwilling to serve as my Executor, I appoint my attorney, STEVEN HOWELL, as my alternate Executor. I hereby relieve my alternate Executor t~om the necessity of posting security or bond in connection with his duties. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of nine (9) type written pages, the first six (6) of which bear my signature in the margin for the purpose of identification, this ~7 day of D/~-rce.~ ,1995. ELINE C. BARTLEY / COMMONWEALTH OF PENNSYLVANIA · COUNTY OF Co.,,, do.-/,~..? J SS. I, MADELINE C. BARTLEY, 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 l~ee and voluntary act for the purpose therein expressed. MADELINE C. BARTLEy// 7 BARTLEY, theS~;~m-°'r a .,ff~. ed~to_~/d~acknowled_d~d before me, by MADELINE C. sramx, tins_./'-~"-"day of ~ 19 5g~'. .... 7; , ~ ota~ ~b~c ~. _ ~ Si~ed, se~ed ~d pub~ed ~d decl~ed by ~e above-named Teaat~ as ~d for ~s La~ Wffi ~d Temment, ~ ~e si~t ~d presence, who at her reque~, ~ her si~t ~d presence, ~d ~ ~e ~t ~d presence of each other, have here~to ~bscfibed o~ names as Mmesses. WITNESS COMMONWEALTH OF PENNSYLVANIA · COUNTY OF ~ C (x ~ ,'3e/cr..Ar~r2 · SS. We, the undersigned, being the witnesses whose names are signed to the attached and foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament, that she signed it willingly and that she executed it as her bee and voluntary act for the purposes therein expressed; that each of us in the heating and sight of the Testatrix signed the Last Will and 8 Testament as a witness; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. WrI~ESS Address: Address: Sworn or affirmed to and, subscribed before me by the above named witnesses, this 7 -~aY o f. ~ .r/~t.x.o~_.~..__~ 1995. N6TAR¥ P/ml,i~ - )f, I .o?At sm z/ [ DEBRA L $~,UGER, Notary Public [ FAy ¢om~!~zlc~ Expires ~d~rch 1~, l~J 9 ~oo, I.ecmlx®USAAirbillT&~ 6183 5561 069E ~ STANDARD OVERNIGHT emp: 491132 21NOV03 o21s MDT -8183 5561 0 90 17013 -PA-US 2 MON Der iver By: 24NOV03 AA From Till'is?omen T be ?ovm:l ~or Reci~ent, s recon~s' Date ~ / ~ ~/b ~ FedEx~ackingNumber Sende~ Name 818355610690 4a Express Package Service Packa~esuptef$811~ Delivery commitment ma'/be later in some areas. [] FedEx Priority Ovemight ~edExStandard0vernight [] FedEx First 0vernight Nent business morning ~' ~ Next business afternoon Eafiient next business morning delivery to select locations Phone 717 770-1277 [] FedEx2Day* Second business day [] FedEx Express Saver* Third business day * FedEx Letter Rate not availaNe Minimum charge: One-pound rate Company LAW OFF' i CES OF STEVEN HOWELL 4b Express Freight Service Defiverycommim~entJ~C*~lN~over ~Jl~.m~ybel~rins~eareas. ~ Fed~ 1Day Freigh¢ ~ Fed~ 2Day Freight ~ ~d~ 3Day Freight Ne~busine~ day Second business day ~ ~ird bu~ness aay Address ~l~ B~ IDgE ST 'Callfor~on: OeptJRoor/Suite/Room ~ 5 Packaging~ · eecler~d venue ,in~ ~0 cW NEW CUHBERLAND State FA ZIP 17070 ~d~Le~ee ~ Fed~Pak* ~ ~erPkg. 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Call 1'8DO'Go-FedEx (800-463-3339) V'mJt our Web .ire at w~m~.fedex.com SRS 999oRev Date 11/gBePart #i5z~13S,©1994-98 FedExePRINTED IN U S A L To 'HOLD' at FedEx location, [] Cargo Aircraft Only [] Dry Ice Drylce, 9, UN 1845 -- x kg Name of Decedent: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) MADELINE C. BARTLEY Date of Death: 2/25/2003 2003 - 00230 Will No. Admin. No. 21-03-0230 To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on OtX001~IOIt to the following beneficiaries of the above-captioned estate on April 1 .. 2003 : Name Address George C. Bartley 325 Wesley Drive, Mechanicsburg, PA 17055 NoticehasnowbeengiventoallpersonsentitledtheretounderRule5.6(a) except Since spouse has survived by thirty (30) days from date of death Date: on 2/25/2003, contingent beneficiaries not notified since entire June 25, 2003 estate passes to surviving spouse and there are no children. ~ ~ Signature /~' . ~.~'~.-~'~ Nam/e.~ ~ ""~'~'"'~ -- ___~Howell, Esquire Address 619 Bridge Street New Cumberland, PA 17070 717 - 770-1 277 Telephone ( ) Capacity: X Personal Representative X Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 ~HARRISBURG, PA 17128-0601 I-- Z IJ.I UJ UJ uJ REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) BARTLEY MADELINE C. DATE OF DEATH (MM-DO-YEAR) I DATE OF BIRTH (MM-DO-YEAR 02/25/03 J 12/22/18 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) BARTLEY, GEORGE C. OFFICIAL USE ONL'~ FILE NUMBER 2 1 - 0 ...~_ _.0_2,30 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 189 - 09 -1414 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER []1, Original Return [---~ 4. Limited Estate 6. Decedent Died Testate (Attach copy of Will) E~9. Litigation Proceeds Received r--~ 2. Supplemental Return E~4a. Future Interest Compromise (date of death after 12-12-82) E~7. Decedent Maintained a Living Trust (At~ach copy of Trust) [~] 10. Spousal Poverty Credit (dale of death be~eee 12-31-91 and 1-1-95) ] 3. Remainder Return Idate of death peer to 12-13-82 E~5. Federal Estate Tax Return Required ~ 8;...Total Number of Safe Deposit Boxes uwned w/Surviving [] 11. Election ,o tax un~>S6cLlg~A) ,A~a¢ SC NAME STEVEN HOWELL ESQUIRE FIRM NA~F~I~b~ LAW FIRM TELEPHONE NUMBER ~717) 770-1277 COMPLETE MAILING ADDRESS 619 BRIDGE STREET NEW CUMBERLAND PA 17070 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Modgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Becedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. 14. 47,957.00 155,925.00 10~330.00 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) (8) OFFICIAL USE ONL¥ 203,882.00 (11) 10,330.00 (12) 193,552.00 (13) (14) 193,552.00 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15 Amount of Line 14 taxable at the spousal tax 1 93,552 O0 rate, or transfers under Sec. 9116 (a)(1.2) ' 16. Amount of Line I4 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate x .0 0 (15) x .0_ (16) x .12 (17) 0.00 0.00 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Cue (19) ~)ecedent's Complete Address: STREET ADDRESS Wesley Drive C~TY Mechanicsburg STATE PA ZIP17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C Discount (1) 0.00 Total Credits ( A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 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; .......................................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ............................................ [] c. retain a reversionary interest; or .......... [] d. receive the promise for life of either payments, benefits or care? ...................................................................... [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE 6 AND FILE IT AS PART OF THE RETURN, Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete Declaration of preparer other than the perso~sentative is base~,~,Cn aJ~information of which preparer has any knowledge 17070 DATE 11/21/03 SIGNATURE OF PERSON~~RN ADDRESS//~I 9 Bridge Street, New Cumberland, PA SIG..h[A'TORE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS For 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 surviving spouse is 3% [72 RS. §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 exempt 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 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 paren 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 a individual who has at least one parent in common with the decedent, whether by blood or adoption. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MADELINE C. BARTLEY SCHEDULE A REAL ESTATE FILE NUMBER 21 -03-0230 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the pdce at which prope~ 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 facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION Union Deposit Road South Hanover Township Hummelstown PA Owned as Tenants by The Entireties in Deed See Attachment Book 33 Page 309 Appraised 5/22/03 for $47,957.00 as of Decendent's date of death 2/25/03 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH $47~;957.00 $47,957.00 03-252MR~ F~le No 03-252MR1 APPRAISAL OF LOCATED AT: Lot 11, Union Deposil Road Hummelslown, PA FOR: Sleven Howell, ESQ 619 Bridge Streel NeW Cumberland. PA 17070 BORROWER: George Bartley AS OF: February 25, 2003 BY: Mark E, Hilbert LAND APPRAISAL REPORT ~a No. 03-252MR1 03-252MR1 · Prope,'ty Add. as Lot 11, Union Deposit Road · O~ Hummelstown Cou~ Dauphin J~_ Legal D~chp~co See attached I~ Ovmm./OcoJpant George Bartley L~ sale P~ce $ N/A Date of Sale N/A ~J Loan chm.gas/conceS~ons to be paid by aallm. $ · RE Taxes $ 500 est Tax Yam' 2002 tLandm./Oien{ Steve~ Howell, ESQ Census Tract 244 State PA Tip Coda HOA S/Mo. N/A LENDER DISCRETIONARY USE Sale Price $ Date Mm'Igage .Amount $ 619 Bdd9, e Street. New Cumberland, PA 17070 LOCATION ~ Urban X~ Subu'ban GROWTH RATE ~.~ Rapid ~ Stable PROPERTY VALUES ~ Ino'easing X~ Stable DEMAND/SUPPLY ~ Shortage ~ In Baiance MARKETING TIME , ~ Undm. 3 Mos. [XJ 3-6 Mos. PRESENT LAND USE % Singe Famly 609 ' 2-4 Family 0% Mulb.4:arrily 0% Commemal Indusl~al 0% vacant 40% Nole: Race or the raoal composition o! fha neighborhood ara not considered reliable appraisal factors, Property Rights Appraised Mortgage Ty~e I [~ Fee Simple Discounl Points and Othm. Concessions I ~ Leashold Paid by Sailer $ ]~,~ Condomimum(HUDrVA) ---- I Rural NEIGHBORHOOD ANALYSIS U~dar 25% Empiotm',enl Stability Slow Cenvenie.~ce to Errploymenl Dadinir, g Convenierx:e to Shoppir, g Over Supply Convenience to Schools Over 6 Moa. Adequacy of Public Transp<xtabon LAND USE CHANGE I PREDOMINANT ~INI3.EFANILYI-~ Rscraa§on Fadlitias NoI Likely ~:~ OCCUPANCY j PRICE AGE Adequacy of Faclitie~ Likely .~ Ow~m. ~ J $(000) (yrs) ProbedyCompatiblity In pm, e. L_J J Tenant ~=~ ~ Low new Protectio~ tom Daillmentsl CO~. TO: Residential ~Vanant(O-$%) ~_~High--'~-'~-+ P~ice&Rmprotec~ion L_J I Prado~nam Gene'al A~ea"ance of Prop~liea I Vac:ant (o'~' I 140- 30 Appeal lo Market COMiMENTS: See attached Site Nee 2.60 Acres/Avg0 Sq F Z~iag aa~f~:a~ Residential HIGHEST & BEST USE: Present Use Residential Comer Lot no Zoning Compliance Yes Other Use A~ricultural Topoffaphy Rolling Size Typical for Area Shape Roughly Rectangular Drainage Appears Adequate UTILITIES Public Other SITE IMPROVEMENTS Type Public Pdvale t View Typical Gas None Cur'o/Gutter ~ Ddveway Macadam Water Private Sidewalk ~ A~nt Easements Typical-Utility Sanitary Se'*et Private Sfreet Lights ~ FEMA Flood Hazard Yes' No x Storm Sewm. Private Nb¥ ~ FEMA' Map/Zone 420395 5/12/197~ Co~.T.~-,-~ta (Ap. parent adverse easements, en~oaohrnents, spatial assessments, slide areas, etc.): The buildings located on the tract are uninhabitable and do not add to the value of the tract. ITEM SUSJECT COt~°ARABLE NO. 1 COVPARABLE NO. 2 COMPARABLE NO 3 Lot 11, Union D~ Joneatown Road Lot 181 Hershey Road Lot 2 Hoernerstown Road Adctess Hummelstown PA PA Hummelstown PA S~s ~ N/A Pnce/Acre N/A 16563 12702 25182 Data So.ce Se~'ice/LH Service/LH Service/LH VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION DESCRIPTION DESCPJPTION Sales o' Finarx3ag 112 DOM : 87 DOM : 243 DOM ConceSS~ns Conventional Conventional : Conventional Date et Sal~l'me N/A 10/30/2002 : 07/08/2002 : 12/30/2002 Locebon Suburban Suburban Suburban ; Suburban SiteNtew 3.20 Acres/Avg i 4.33 Acres/Avg 3.57 Acres/Avg : Water Private Private ; Private : Private : Private Private ; Private i Private Storm S~;;~ Private Private Private Private : None ; : None : +420 469 Indicaled V~ue $ 420 Comments of Sales Comparison: The estimated price for the subject property is 18,445/ Acre 2.6 Acres ~ 18,445/Acre = 47,957 Comments and Conditions of Appraisal: The appraiser assumes a marketable title and that equipment associated with the improvement is in order. Final Reconciliation: The market approach is a good indicator of fair market value. The fact that the seller is or i ecl on this appraisal. to~$ 47 9571 I (WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE SUBJECT PRO~'r.t< I · ~ OF February 25, 2003 personalty inspected Ihs subject I:xoperty / I (We) carfity: that to the best of my (our) knowledge and belief./he facts and data used herein ara true and correct; thai I (we and inspected ali comparableTj/~,,~..~,~,hi~ that I (we) h ....... disclosed intere,L pte,nt et pro,pechve ,herein. ' I APPraise~') ~~ Revi,w Appraiser [~Did ~L.~ D~ Not , r'. _ ...~., L,,d F.~,~ 04as (If appli~ble) rnspect Property j Mark E. Hilbert and Assoc. MULTi-PURPOSE SUPPLEMENTAL ADDENDUM FOR FEDERALLY RELATED TRANSACTIONS (FIRREA) 03-252MR~ 03-252MR1 ~[p.perty Address LOt 11~ Union Deposit Road C,~y Hummelslown Counly Dauphin Stale PA Lender S/even Howell ESQ ZipCode This Mulli-Purpose Supplemenlal Addendum for Fedora y Rela ed Transactions was designed to provide the apprmser w~th a con- venient way to comply with lhe current appra sa standards and requirements of the Federal De est nsuranc the. ?, ffic._e o,f th?,..Comptroller of Currency (OCC), The Office of Thrift Supervision (OTRI k. ~.( .... e. C~orporat!on (FDIC) aha tne. ~-eaeral ~eserve. - , -,, ,,,~ ,~u,uuu, /rus[ t..orporauon (~TC) This Multi. Purpose Supplemental Addendum Is for use with any appralaal. Only those Italemontl which have been checked by the Ipprallar apply to the property being appraised. The purpose of the appraisal is lo estimale Ihs market value of the subjecl property as defined herein The function of the appraisal to assisl the above.named Lender in evaluating the subjecl properly lot lending purposes This is a federally related transaclion E~The appraisal is based on the information gathered by the appraiser from public records, oiher identified sources, Inspection of the subject property and neighborhood, and selection of comparable sales within Ihs subjecl market area The original source pi the cpm- parables is shown in the Data Source section of the market grid along wilh Ihs source of con mellon, if available The or~gmal source ~s presented firsl The sources and data are considered reliable When conflicting information was provided, the source deemed most reliable has been used Dale believed to be unreliable was not included in the reporl nor used as a basis lot the value con¢lus~o~ :The Reproduchon Cost ~s based on NOt ADOI c;~l;)l~ supplemented by the appraiser's knowledge Of Ihs local market ~ Physical depreciation is based on the estimated effechve age pi /he subjecl properly Functional and/or exlernat deprec~aho,. presenL ~s specifically addressed in Ihs appraisal reporl or olher addenda In eslimahng Ihs site value the appra*ser has rehe(~ O~ personal knowledge of Ihs Ioca/ market This knowledge is based on prior and/or currenl analys~s of sale sales and/or abstracl~on of values from sales of improved properlies :} T he sublect property is Iocaled in an area Of p~imari y owner-occupied single family residences and the Income Approach is dared lo be meaningful For this reason, the Income Approach was noi used []The Estimated Market Ren~ and Gross Rent Multiptier ulilized in Ihs Income Approach are based on the appraiser's knowledge of Ihs subiecl market area The renlal knowledge is based on prior and/or current rental tale surveys of residential properhes The Gross Rent Multiplier is based on prior and/or current analysis of prices and marksl rates for residential properties ~:~ For Income producing properlies aclua ranis, vacancies and expenses have been reporled and analyzed They have been used Io pro jecl futu;e rents, vacancies and expenses. According ~o Owner has not been offered for sale ~n the past 36 ~ls currently offered for sale for $ months or years the sublect property wai offered for sale w~tmn ~he pasl monlhs or _ years Offering mfo~mal~On wal considered m the final reconciliation of value ,~ Offering informaPon was not considered in the final reconciliation of value Offering Inlormation waa not available. The reasons for unavailability and the steps laken by the appraiser are explained later According to Deed :l has not transferred in Ihs pasl 36 monlhs or years .~ haa transferred in the past __ __ monlhs ~ years All pno~ sales which have occurred in the pasl . months ~ - yeats are listed below and reconciled to the apptmsed value, either in ~he tx)dy pi the report o~ in the addenda I Date Sales Price Document # Seller Buyer r ~ the subject p,-operty Subject p,'operb/I1 not Ioceled in a FEMA Special Flood Hazard A,'ea ~s located in~ Hazard Nsa  ne ~lPanel# ~ Date l C 420395 5/2/77 The community does not participate in the National Flood Insurance Program ~,~ The communily does participate in the National Flood Insurance Program ~,=~ It iS covered by a regular Ixogram r~. (~ I It is covered by an emer~lency pro(Jram Name of Co~ South Hanover Township 03-252MR1 03-252MR1 Ths subject property is currently not under contract. The contract and/or escrow instructions were not available for review. The unavailability of ~he confracl is explained later in the addenda section. [:~The contrscl and/or escrow inslrucfion! were reviewed. The following summarizes Ihs contract: ..~_,ontrac~t Dates A.._mendment Dat..~e Contract Prlc.~e Selle...~r Tha contract indicaled that personal ~operty Wll not Included in liThe contract indicated that personal properly wal included, it consisted of  Personal property wiI not Included in Ihs final value eslimafa. Eslimated contribulory value is $ Personal property Wel Included in the final value eslimate. The contract indicated no financing conceaalonl or other incentives. The contract ir~dicaled the following concelelone or incentives: ~'-~lf concessions or incentives ex al, hi compatibles were checked for similar concsss ons and approprra · adjustments were made if applicab e, so that the final value conclusion is in compliance with fha Marksl Valul defined herein. ' Six months is considered s rslsonable marketing period for the subject property based on ~e data, (1) Their inalysls, opinionl and conclulionl were developed, and this reporl was prepared, in conformity with the Uniform Standards of Professional Apprliall Prlclice ('USPAP'), and in accordlnca wilh Ihs rlgulaliona developed by Ihs Lander's Federal Regulatory Agency as required by FIRREA, excepl thai the Deparlure Provisions of the USPAP do nol apply (2) Their complntltion is not contingent upon the reporting of predetermined valul or direction in value thai favors the cause of Ihs client, the amount of the value estimate, the attainment o~ a stipulated rllull, or the occurrence of a subsequent event. (3) This appraisal assignment was not based on the requesled minimum valuation, a specific valuation, or the approval of a loan. The value estimated is based on Ihs assumption that the property is nol negatively affected by the existence of hazardous subslances or detrimenlal environmenlal conditions unless olherwise $1alsd in Ibis raporl, The appraiser is nol an expert in the identification ct hazardous subslancas or dalrimental environmental conditions. The appraiser's rouline inspection of and inquiries about the subject property did nol develop any information that indicated any apparent significant hSzlrdous sublfances or dslrimanfal environmental conditions which would affecl the property negslively unless olharwile slated in this reporl. II is possible that lasts and inspections made by a qualified hazardous substance and environmental sxpsrl would reveal the existence Of hlzerdoul substances or detrimental environmental conditions on or around thl property that would negatively affect Itl value. Appraiser's Signature Appraiser's Name (prin~ State PA Effective Date .Februa~ 25~ 2003 Date Prepared May 22, 2003 Phone # (_717 ) 766-4988 Residential Certification L~ Cerliflcltion # RL-000388-_~L TIX ID # 23-329142.____.~.~.___3 [--"~Tha co-signing appraiser ham personally Inlpected Iht lUbjlcl property, bolh inside and oul, and has mede an exlerior inspection of all comparable sales listed in Ihs rsporl. The report wes prepared by fha appraiser under direct supervision of Ihs co-signing appraiser The co-signing appraiser accepts responlibilily for the conlsnls of Ihs report including Ihs value conclusions and the limiting condi. lions, and confirms that Ihs certifications apply fully to the co.signing appraiser Tha co-signing appraiser hal not perlonllly Inspected Ihs in er or Of {he subjecl property and: hal not Inlpected the exterior of the sub ecl properly and all comparable sales listed in the repot has Inspected the exterior ct the subject properly and all comparable se es lis ed n the report. describes a level of inspection performed by the co-signing appraiser. I~-'lThe co-signing appra ear's level of ins action, Inv L--'~lddenda leCtlon Of this appraisal, P olvement in the appraisal process and certification ire covered elsewhere in the Appraiser's Signature [--1Trainee [--'"1 Review[] Other Appraiser's Name (print) Slate ~ ~"--']LJcenss [] Cerliflsd Residanlial ~:] Cartificslion # SS # 8<~'owa' George B~rtley Pmpert7 Ad~e~ Lot 11~ Union Deposit Road City Hummelstown Lender Steven Howell~ ESQ File No. 03-252MR1 County Dauphin State PA Zip Code APPRAISAL AND REPORT IDENTIFICATION IThis appraisal conforms to of the definitions: following [] Complete Appraisal (The act Or procese of estimating value, Or an opinion of value, performed without invoking the Departure Rule.) ~ Limited Appraisal (The act Or process of eitimeling value, Or en opinion of value, performed under end reeulting from invoking the Departure Rule.) This report is one of the following types: [] Serf Contained (A written report prepared under Standards Rule 2-2(a) of e Complete Or Limited Appraisal performed under STANDARD 1 .) [] Summary (A written report prepared under Standards Rule 2-2(b) of e Complete Or Limited Appraisal performed under STANDARD 1.) ~ Resb'icted (A wrltlen report prepared under Standards Rule 2-2(c) of e Complete or Limited Appraisal performed under STANDARD 1 for client use onty.) Comments on Standards Rule 2-3 i certify that, to the beet of my knowledge and belief: . The statements of fact contained in this repoi't are true and coo'act. . The reported Inalycel, oplnJonl, and condultone are limited only by the reported assumptions and limiting conditions, and are my personal, Imparttal, end unbiased ~ofeseional analyses, opinions and conclusions. · I have no praeent or prospective interest in the property that il the subject of this report, and no personal inlareet with respect to the parties involved. · I have no bias with reepect to the property Ihet is Ihe subject of Ihis report or Ihe parties involved with this assignment · My engagement in this assignment was not contingent upon developing Or reporting predetermined results. . My compensation for completing this assignment is nol conlingent upon the development Or reporting of e predetermined value Or direction in value that favors the cause of the client, the amount of the value opinion, the attainment of e stipulated reeult, Or the occurrence of e subsequent event directly related to the intended use of this appreieel. . My enalysos, opinions end conclusions were developed end this report hal been prepared, in conformity with the Uniform Standards Of Profeseionel Aplxaisal Practice. · I [] have [] have not mede e personal ip~pection of the property thal is the subject of this report. Comments on Appraisal and Report Identification Note any departures from Standards Rules 1-2, 1-3, 1.4, pius any USPAP..related issues requiring disclosure: APPRAISER: . ~ ~'7 SUPERVISORY APPRAISER (only If requk'ed): Signature: Date Signed: May 22, 2003 Date Signed: State ~ ~ RL-000388-L State C..e~lflcation ~ o' State License ~ ~' State L~ #: State: PA State: E~alJon Date d c_,elif~a~bn a' Lk:en~: 6/03 Expkation Date of Certification a' L~ense: 03-252MR1 OEFINITIONOF MARKET V^'' ....... I:le,~. 03-252MR1 ~'~:; ~ne mos prouable price wh ch a property should bring in a competitive and open market under all conditions requisite Io a fair sale, the buyer and seller, each acting prudenU know · affected by undue stimulus. Imp c t in this definition is h .............. Y' edgeably and assuming the pr ce s not ~ = '..u.:,umma[Ion O! e sale as of e specif ed date and the passing of title from seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are wel nformad or well advised. and each acting in what he considers his own best interest; (3) a reasonable time s allowed f r · . i..s..m_a..~d_e i~.,er.m, .o! cash in U.S. dollars or in terms of financial arrangements comnarable the:~,e-.xP-°-~-e.l.nLthe ?pen market, (4)paymenl sale - o-er.x ...... -,,.~.u u), ~puclal o~- creative rlnanclng or sales concessions' granted by anyone associated with t~ae · Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary tot those costs which are normally paid by sellers es e 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 markers reaction to the financing or concessions based on the Appraiser's judgment. STATEMENT OF LIMITING CONDITIONS AND APPRAISER'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/he property being appraised or the title to it The appraiser assumes that the title is good and marketable and, therefore, will not render any opinions about the title. The property is appraisod ~ 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 reprx't in visualizing the properS/and understanding the apprais~'s determination of its size. 3. The appraiser has examined the available flood maps that are provided by the Federal 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 adpraiser 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 h' 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 less 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 properly. 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 end correct. The appraiser does not assume responsibility for the accuracy of such items that were f~'nished by other Parbas. 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, repab's, or alterations on the assumption that completion of the im~'ovements will be performed in a workmanlike manna'. 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 (Includthg conclusions about the property value, the appraiser's identity and professional designations, and references to any professional appraieal organizations or the firm with which the appraiser is associated ) to anyone other than the borrower; the mortgagee or Ifa aucceeaore end aaaigne; Ihe mortgage insurer; consultants; professional appraisal organizations; any state or federally approved ~inenclel Institution; or any department, agency, or Instrumentality of the United Statee or any elate 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. Vacant Land Page t of 2 .ti 03-252MR1 ~, ...;~ File No. 03-252MR1 JAPPRAISERS CERTIFICATION: The Appraise- certifies and agrees that: 1. Ihave 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 inoreasa 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 ell statements and information in the appraisal report are b'ua and correct. 3. I stated in the appraisal report only myown personal, unbiased, and professional analysis, opinions, and conclusions, which are subject oofy 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 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 ccotlngent o~ 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 end/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 s spec~c 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 aa of the effective date of this appraisal, with the exception of the departure provision of those Standards, which does not apply. I acknowledge that an estimate of a reasonable time for exposure in the ripen market is s condition in the definition of market value and th'e estimate I developed is consistent with the marketing time noted in the neighborhood sactico of this report, unless I have otherwise stated ~ the reconcttiafion ~ction. 8. I have personally inspected the subject property and the exterior of all properties listed as comparables in the appraisal report. I further certify thlt I have noted any apparent or known adverse cooditions 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. I have also commented about the effect of the adverse conditions o~ the marketability of the subject property. 9. I personally prepared all conclusions and opinions aboul 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 preplration 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 $o 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 c~ange is made to the appraisal report, I will take no responsibility for ti. SUPERVISORY APPRAISER'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 ~o 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: Lot 11, Union Deposit Road, Hummelstown~ PA APPRAISER: Date Signed: May 22~ 2003 Slate ~bi3n ~.. RL-OOO388-L ~: PA Expkatico Date oi' Cerfiflcatio~ or License: 6/03 SUPERVISORY APPRAISER (only If required) Signature: Date Signed: State Certif',:~ ~, or State Lice~e ~. State: Expiration Date of Cediflcatico or License: [] Oid [] Did Not Inspect Property Vacant Land Page 2 of 2 · R~/-1506 EX + (l-g~ ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MADELINE C. BARTLEY SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21 -03-0230 Include the proceeds of litigation and the date the proceeds were received by the estate. All propert7 jointly.owned with the right of survivorshi ~ must be disclosed on Schedule F, ITEM NUMBER DESCRIPTION Janney Montgomery Scott Account Number 1375-8388 Held as an individual account in a larger Joint Tenant w/Right of Survivorship Master Account HB25 1375-7375 Surviving joint tenant is spouse George C. Bartley. TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH $155,925.29 $155,925.29 REV-1509 EX + (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MADELINE C. BARTLEY SCHEDULE F JOINTLY-OWNED PROPERTY 'FILE NUMBER 21 -03-0230 Ifanasset~smade~intwithinoneyearofthed~ent'sda~ofde~,~must~re~edonScheduleG, SURVIVINGJOINTTENANT(S)NAME ADDRESS GEORGE C. BARTLEY 325 Wesley Drive Mechanicsburg, PA 17055 RELATIONSHIP TO DECEDENT Surviving Spouse JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Inctude name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF qUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1, A. 1949 Real Estate in Dauphin County $47,957.00 Undivided Spousal Int A. 1980 Janney Montgomery Scott Master ~st~ Account HB25 1375 - 7375 $155,925.29 t0~/~ ~155,925.2~ Value at right represents Decedent's Individual Account within a larger Master Account Subject to Joint Tenancy with Right of Surviv~srhip to George C. Bartley. TOTAL (Als0 enter 0n line 6. R~apitulati0n) $155,925.29 (If more space is needed, insert additional sheets of the same size) ~ REV-1511EX + (I-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MADELINE C. BARTLEY SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21 -03-0230 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. 1. 5. 6, 7. FUNERAL EXPENSES: Orville Kimmel Funeral Home Gingrich's Memorials ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: AttomeyFees Steven Howell, Esquire Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Zip Street Address City Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Advertising Estate Real Estate Appraisal Federal Express/Mail State __Zip TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) AMOUNT $6,494.00 $1 , 836.00 $1 ,162.50 $ 334.00 $ 233.41 $ 250.00 $ 21 .00 $10,330.91 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MADELINE C. BARTLEY SCHEDULE J BENEFICIARIES FILE NUMBER :~1-03-0230 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I 1. II 1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a)(1.2)] GEORGE C. BARTLEY 325 WESLEY DRIVE MECHANICSBURG PA 17055 ~urviving Spous 100% TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) 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 $ LAST WILL AND'TESTAMENT OF MADELINE C. BARTLEY I, MADELINE C. BARTLEY, of Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby revoke all other wills and codicils heretofore made by me. FIRST I direct the payment of my debts not barred by a statue of limitation and expenses of my last illness and funeral fi.om my estate as soon after my death as conveniently may be done. If there be no cemetery lot available for my interment, owned by me at the time of my dea~, I authorize my personal representative to purchase such cemetery lot with a contract for perpetual care, using funds fi'om my estate, in such amount as he shall consider necessary and desirable, and I authorize my personal representative to cause title to or ownership of such lot so purchased to be vested in such person as my personal representative shall designate. Further, in this connection, I authorize my personal representative to expend funds fi.om my estate, in such amount as my personal representative shall consider necessary and desirable for the erection and inscription ora suitable marker for my grave. SECOND I give and bequeath all real estate and personal property owned by me at the time of my death, together with all insurance policies naming my.Estate ~g'beneficiary, to my spouse, GEORGE C. BARTLEY, il'he survives me by thirty (30) days. TmRD Should my spouse, GEORGE C. BARTLEY, fail to survive me by thirty (30) days, I hereby make the following specific bequests to be distributed l~om the residue of my estate: (a) Fitly thousand dollars ($50,000.00) to the Pennsylvania State University, University Park, Pennsylvania 16802, College of Medicine, Hershey, Pennsylvania, for the purpose of establi.qhing an endowed fund for the granting of scholarships in the names of George C. Bartley and Madeline C. Bartley, to students of the College of Medicine who have demonstrated academic merit and financial need; (b) Fifby thousand dollars ($50,000.00) to the Pennsylvania State University, University Park, Pennsylvania, 16802, College of Agriculture, School of Forest Resources} for the purpose of establi.qhing an endowed fund for the granting of scholarships in the names of George C. Bartley and Madeline C. Bartley, to students of the School of Forest Resources, who have demonstrated academic merit and financial need; (c) Filly thousand dollars ($50,000.00) to the Harrisburg Area Community College, 3300 Cameron Street Road, Harrisburg, Pennsylvania, for the purpose ofestabli.qhing an endowed fund for the granting of scholarships in the names of George C. Bartley and Madelme C. 2 Bartley, to students of the Harrisburg Area Community College, who have demonstrated academic merit and financial need; (d) Fifl~y thousand dollars ($50,000.00) to Lebanon Valley College, Annville, Pennsylvania, for the purpose ofestabli~hing an endowed fun'al'for the granting of scholarships ia the names of George C. Bartley and Madeline C. Bartley, to students who have demonstrated academic merit and financial need; (e) Seventy-Five thousand dollars ($75,000.00) to Tuan Tran, who has been like a son to myself and my spouse especially when he was a student at Milton Hershey High School, and now resides at 3712 Colorado Street, West Covena, California, 91792, and if he predeceases me, this bequest shall revert back into the residue of my estate; (f) Fitteen thousand dollars ($15,000.00) to my cousin, Iva Daetwyler Sims, now of Charlotte, North Carolina, and if she predeceases me, this bequest shall revert back into the residue of my estate; (g) Fifteen thousand dollars ($15,000.00) to my cousin, Betty Daetwyler Kent, now of Pride, Louisiana, and if she predeceases me, this bequest shall revert back into the residue of my estate; (h) Fit~een thousand dollars ($15,000.00) to my cousin, Dr. Calvin Daetwyler, now of Houston, Texas, and if he predeceases me, this bequest shall revert back into the residue of my estate; (i) Fitteen thousand dollars ($15,000.00) to my cousin, Dr. William Cassell, Sr., now of Atlanta, Georgia, and if he predeceases me, this bequest shall revert back into the residue of my estate; 0) Five thousand dollars ($5,000.00) to the Helen Opperman Krause Animal Foundation, Inc. (HOKAFI), Post Office Box 311, Mechan~.csburg, Pennsylvania, 17055; (k) Five thousand dollars ($5,006.00) to the Humane Society of Harrisburg, Inc., 7790 Grayson Road, Harrisburg, Pennsylvania; (1) Ten thousand dollars ($10,000.00) to the Salvation Army, 1122 Green Street, Harrisburg, Pennsylvania; (m) Five thousand dollars ($5,000.00) to the Boys Club of Harrisburg, 1227 Berryhill Street, Harrisburg, Pennsylvania; (n) Five thousand dollars ($5,000.00) to the Volunteers of America, 2100 North Third Street, Harrisburg, Pennsylvania; (o) Twenty thousand dollars ($20,000.00) to the Harrisburg Masonic Consistory, Heritage Builders Fund of the Harrisburg Consistory, Ancient and Accepted Scottish Rite of Free Masonry, Harrisburg, Pennsylvania; (,P) Five thousand dollars ($5,000.00) to the Harrisburg Symphony Society, 128 Locust Street, Harrisburg, Pennsylvania;. (q) Five thousand dollars ($5,000.00) to the Harrisburg Choral Society, Pine Street Presbyterian Church, Harrisburg, Pennsylvania; and (r) Ten thousand dollars ($10,000.00) to World Vision, Pasadena, California, Each of the beneficiaries named above in ¶ 3 shall receive the entire amount shown ., UNLESS there is an insufficient amount to accomplish all the bequests. If an insufficient amount 4 exists, ¶ 3 shall act as an order of abatement and the beneficiaries listed shall receive distribution m full following the order presented in ¶ 3 until the estate is exhausted. FOURTIt In the event there exists a sum of money in n/yestate after distribution is made in full to all of the beneficiaries listed in ¶ 3, I .then direct that such reminder be distributed IN EQUAL SHARES to the following: (a) Harrisburg River Rescue, Inc., 111 South Cameron Street, Harrisburg, Pennsylvania; (b) Guiding Eyes for the Blind, York Town Heights, New York, 10598; (c) The Rou, gh and Tumble Engineers' Historical Association, Inc., Box 9, Kinzers, Pennsylvania, 17535; (d) American Bible Society, 1865 Broadway, New York City, New York; (e) March of Dimes Birth Defects Foundation, Central Pennsylvania Chapter, 4008 Jonestown Road, Harrisburg, Pennsylvania; and (f) Covenant House, 346 West 17th Street, New York City, New York, 10011-5002. FIFTH I direct that any and aH Inheritance, Estate and Transfer Taxes imposed upon my estate passing under my Will or otherwise, shall be paid out of the principal of my residuary Estate. ,,SIXTH In addition to the powers conferred by law, I authorize my Executor, in his absolute discretion: (a) To retain in the form receive~t,~and to sell either at public or private sale any real or personal property. (b) To manage real estate. (c) To invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principle of diversification. (d) To exercise any option or rights arising from ownership of investments. (e) To co, mpromise claims without court approval, and without the consent of any beneficiary. SEVENTH Any and all payment or payments of any sum or sums, whether in cash or in kind and whether from principal or income, shall be made upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors of any such beneficiary. All shares of principal and income herein given shall be free from anticipation, assiEnment, pledge, or obligation of any beneficiary, and shall not be subject to any execution or attachment. EIGHTH I nominate, constitute and appoint my spouse, GEORGE C. BARTLEY, Executor of this my Last Will and Testament. I hereby relieve my Executor from the necessity ofpostia~ any security or bond in connection with his duties as such in any jurisdiction in which he may be called upon to act insofar as I am able by law to do so. In the event GEORGE C. BARTLEY is unable or unwilling to serve as my Executor, I appoint my attorney, STEVEN HOWELL, as my alternate Executor. I hereby relieve my alternate Executo. r. fi'om the necessity of posting security or bond in connection with his duties. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will ~and T.e .st;ament, c. on~sist'.mg of nine (9) type written pages, the first six (6) o£which be~ szgnamre m me margin tot the purpose o£ident/fication, this ~7 day of ~~ 79Y95. MADELINE C. BARTLEY / COMMONWEALTH OF PENNSYLVANIA COUNTY OF SS. I, MADELINE C. BARTLEY, 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 fi'ce and voluntary act for the purpose therein expressed. 7 '~', / ~uay O! }/.z.~./~'~..~ 10 ~(:ir~~ .... ; '< ' ''I~' ~Ol~a;~ S[~L ~ ota~ ~b~c ~ . _ Si~ed, sealed ~d pubU~ed ~d declared by ~e above-named Te~at~ as ~d for ~s La~ W~ ~d Te~ament, ~ ~e si~t ~d presence, who at her reque~, ~ her si~t ~d presence, ~d ~ ~e si~t ~d presence of each o~er, have here~to ~bsc~bed o~ n~es as ~messes. ~NESS / COMMONWEALTH OF PENNSYLVANIA . COUNTY OF ~ C ct ~ deA'c/~,,~r'2 . SS. We, the undersigned, being the witnesses whose names are signed to the attached and foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament, that she signed it willingly and that she executed it as her free and voluntary act for the purposes thereia expressed; that each of us in the hearing and sight of the Testatrix signed the Last Will and Testament as a witness; and that to the best of our knowledge the Testatrix was at that time eighteen (! $) or more years of age, of sound mind and under no constraint or undue ~nfluence. Add(ess: Address: Sworn or affirmed to and subscribed before me by the above named Witnesses, this INOTARIAL SEALu -- I DEBRA L SWAUGER, Notary Public I Upper Allen Twp Cuml)erland Co PA I My Comm~sseon Expires M.arch 16, ,19g~ BUREAU OF INDIVIDUAL TAXES TNHERITANCE TAX D/VISION DEPT. 28060]. HARRISBURG, PA 17118-0601 COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF ZNHERZTANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX STEVEN HOWELL ESQ HOWELL LAW FIRM 619 BRIDGE ST NEW CUMBERLAND PA ~70170 DATE ESTATE OF DATE OF DEATH FZLE NUMBER COUNTY ACN 01-19-ZOOq BARTLEY OZ-Z5-Z00$ 21 05-0130 CUMBERLAND 101 Amoun~ Remi~ed REV-iSq? EX AFP (01-03) MADELINE C MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THZS LINE I~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR ESTATE OF BARTLEY DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MADELZNE C FILE NO. 21 03-0230 ACN 101 DATE 01-19-200q TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Par~nership Zn~eres~ (Schedule C) ($) q. Mor~gages/No~es Receivable (Schedule D) (q) 5. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) (5) .... 6. Jointly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Asse~s APPROVED DEDUCTZONS AND EXEMPTZONS: 9. FuneraZ Expenses/Ada. Costs/Misc. Expanses (Schedule H) (9) 10. Deb~s/Mor~gage Liabilities/Liens (Schedule Z) (10) 11. To,al Deductions q7/957.0,0 · fro · olo · O0 155~925.00 .00 .00 (8) 10,330. O0 .00 (11) 12. 13. lq. NOTE: Nat Value of Tax Re~urn (12) Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) Ne~ Value of Es~a~:e Subject: ~:o Tax (lq) Zf an assessment was issued previously, lines 14, 15 and/or 16, 17, ASSESSHENT OF TAX: 15. Amount of Line lq a~ Spousal ra~e 16. Aeoun~ of Line lq ~exable a~ Lineal/Class A ra~e 17. Aeoun~ of Line lq at S[bl/ng re~e 18. Aeoun~ of Line lq ~exebZe a~ CollateraZ/Class B rata 19. PrincipaZ Tax Due TAX CREDITS: PAYMENT } RE~E~! DATE NUMBER reflect figures that include the total of ALL returns assessed to date. NOTE: To insure proper credi~ ~o your account, sube~ ~he upper portion of ~his form with your ~ex payment. 203,882.00 ZF PAID AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATION OF ADDZTZONAL INTEREST. D~$COUNT (+) INTEREST/PEN PAID (-) ]O.$3fl.flO 193,552.00 .00 193,552.00 ¥OYAL TAX CREDI'T I .OO BALANCE OF TAX DUEI .00 INTEREST AND PEN. ] .00 TOTAL DUE / .00 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR)., YOU MAY BE DUE-, A REFUND. SEE REVERSE SZDE OF THZS FORM FOR XNSTRUCTZONS. AMOUNT PAZD (15) 193,552.00 x O0 = .00 (16) .00 x OtiS= .00 (17) . O0 x 12 = . O0 (18) .00 X 15 = .00 (19)E .00 18 and 19 wi1! RESERVATION: Estates of decedents dying on or before December 12, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Common.smith hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the la~ful Class S (collateral) rata on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section Il40 of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (TI P.S. Section 9140). PAYHENT: Detach the top portion of this Notice and submit mith your payment to the Register of #ills printed on the reverse side. --Hake check or money order payable to: REGISTER OF HILLS) AGENT REFUND (CR): A refund of e tax credit, ~hich ~as not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications ere available at the Office of the Register of Hills) any of the Z3 Revenue District Offices) or by calling the special Z4-hour answering service for forms ordering: 1-SOO-36Z-ZO50; services for taxpayers ~ith special hearing and / or speaking needs: I-BOO-447-SOZO (TT only). OBJECTIONS: Any party in interest not satisfied ~ith the appraisement, allowance) or disallowance of deductions, or assessment of tax (including discount or interest) as sho~n on this Notice must obSect ~ithin sixty (60) days of receipt of this Notice by: --~ritten protest to the PA Department of Revenue, Board of Appeals) Dept. ZBlOZ1, Harrisburg, PA l?lZB-lOZ1, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADNIR- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in ~riting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Revia~ Unit, Dept. ZB060I~ Harrisburg, PA l?lZB-0601 Phone (717) 7ST-BROS. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-150I) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid .ithin three (5) calendar months after the dacedent's death, a five percent (BZ) discount of the tax paid is allo~ed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January lB, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you ,ould appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning ,ith first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rata of six (6X) percent per annum calculated at a daily rate of .000164. All taxes mhich became delinquent on and after January 1, 198Z mill bear interest at a rate ~hich ~ill vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through 2005 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Yaa.._.r Rate Factor 1982 ZOZ .000548 1987 9Z .000Z47 1999 7Z .O0019Z 1985 16Z .000458 1988-1991 llZ .000501 2000 8Z .000219 1984 llX .000301 1992 92 .000247 2001 92 .000247 1985 15Z .000556 1993-1994 7Z .00019Z ZOOZ 6Z .000164 1986 lOX .000274 1995-1998 92 .000Z47 2005 52 .000157 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes daXinquent will reflect an interest calculation to fifteen (la) days beyond the date of the assessment. If payment ls made after the interest computation date sho~n on the Notice, additional interest must be calculated- Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/10/2005 HOWELL STEVEN 619 BRIDGE STREET NEW CUMBERLAND, PA 17070 RE: Estate of BARTLEY MADELINE C File Number: 2003-00230 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) 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 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 will become delinquent on: 2/25/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge Estate of BARTLEY MADELINE C Late of NASSAU COUNTY NEW YORK ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-03-00230 Date: 3/09/2005 NO.: 21-03-00230 HOWELL STEVEN 619 BRIDGE STREET NEW CUMBERLAND PA 17070 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6. 12, SUPREME COURT ORPHANS I COURT RULE Personal Representative: HOWELL STEVEN Personal Representative Counsel: HOWELL STEVEN Date of Decedent's Death: 2/23/2003 Date of Delinquency Notice: 2/25/2005 The undersigned, Glenda Farner Strasbaugh, Clerk of Orhans' Court, in accordance with rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor their counsel, have filed with the Register of Wills or Clerk of Orphans' Court, his/her Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule, and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orhans' Court Rules, was given by the Clerk of Orphans' Court on 2/03/2005 and that the ten (10) day notice to file the status report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or their counsel. cc: File Personal Representative Counsel ~~~ Glenda Farner Strasbaugh Clerk of Orhans' Court A hearing is scheduled for May 06, 2005 at 9:30 AM in Courtroom No. ~.3 If the Status Report is filed prior to the hearing date, the hearing will automatically be cancelled. Geo~ '" . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name ofDec~dent~ADELIONE C. BARTLEY 2/23/03 Date of Death: Estate No.: 21-03-00230 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 [Xx No 0 2. lfthe 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 I:Xlx 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 Iil No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: l/q /6'- {~:.'.'''l. S' ature teven Howe~l, Esquire 61q Hringp- ~rrppr ~~~Umberland, PA 17070 (717) 770-1277 Snprpmp C'onrt If) 62063 Address Telephone No. Capacity:~rsonal Representative o Counsel for personal representative 1) \f