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Home My WebLink About03-0674PETITION FOR PROBATE and GRANT OF LETTERS Estate of JEAN L. GRIFFITH also known as JEAN L. GRIFFITH-LEITCH,Deceased. To: Social Security No. 178 - 14 - 3840 Register of Wills °~/~OL,,~'"~ County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner, who is 18 years of age or older, is one of the personal representatives named in the last will of the above decedent, dated MARCH 26, 1997. Decedent was domiciled at death in EAST PENNSBORO TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, with her last family or principal residence at 13 LOUIS LANE, ENOLA, CUMBERLAND COUNTY, PENNSYLVANIA 17025. Decedent, then 80 years of age, died AUGUST 5, 2003 at JEWISH HOME OF GREATER HARRISBURG, HARRISBURG, DAUPHIN COUNTY, PENNSYLVANIA. 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. Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: TOTAL $ 375,000.00 $ $ $ 75,000.00 $ 450,0O0.0O WHEREFORE, petitioner respectfully requests the probate of the last will presented herewith and the grant of letters testamentary thereon. SUSAN J. ZIMM~ - 1 ',69 TWIN LAKES DRIVE HARRISBURG, PA 17111 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner above-named swears that the statements in the foregoing petition are true and correct to the best of the knowledge of petitioner and that as personal representative of the above decedent, petitioner will well and truly administer the estate according to law. Sworn to and subscribed before me this 13tQay of SUS~,N J. ZIMI~R~M~A~~ - - - AUGUST, 2003. [~onna M. Otto, 1st ~uty ' Re~i~ter Call Estate of JEAN L. GRIFFITH, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, AUGUST '14~h 2003, in consideration of the petition attached hereto, satisfactory proof having been presented before me, IT IS DECREED that the instrument dated MARCH 26, 1997, described therein, be admitted to probate and filed of record as the last will of JEAN L GRIFFITH Letters Testamentary are hereby granted to SUSAN J. ZIMMERMAN. ' ~'~i?~/'~'/¢'/~/~ FEES Probate, Letters, Etc. $ 340.00 Short Certificates 10 $ 30.00 Renunciation $ x- Pages (2) $ 6.00 TOTAL JCp $ 10.00 Filed: Aug,,.~- 1 ~-h. 2_n0~386'00_ Register of WiJls ~)onn,~ M./Ott/_e/, 1;t, Deputy ~35 EastHigh Street ~ 0) Carlisle, PA 17013 717-243-6090 At~torney when letters are done. his is to certify that the information here given is correctly copied ['rom an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Viral Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 A.' P 95054 99 Ab O 0 6 2003 Local Registrar No. [)ate 21-2003-674 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH Jean L. Or~ff~lh-Leitch ,. Fem~e AO~<L..~.. ~ u~.,~.80 ~. ~i: O.. I ~.~7~~u~'*~ --. ,~.j~.-~:~: ',~~ ~~p~,~..~..~c~. ~, ~2 .~.,c.: -~" ""' ~' ~o~~.---'~'--~ : "~ ~.~' ' ~'~c~.susu~L~Dauphin I-. Low~ Paxton Twpi,. Jewish Home of Or~at~ g~a~b~91,~~.~0.~..;.. ' 1,0. Wh~¢ M~ician ,,.. M~e u.. I,.. {*'~12 0.~., I,. Maaried ,,. Robert Lei~ch 13 Lou~ Lane "~ Enola, PA 17025 Daniel W. Cr~sman NaomZ P. Reiqh~Ad Robot LeZtch 13 Louis Lane PA 17025 ~ ~ ,,~.Aug~t 7, 2003 Pennsylvania Caem~ory HaAA~sb~ PA 17109 ,,~. 4100 Jonestown Road, H~rlsb~q, PA 17109 OU~ ~ {0~ AS A CONSEOUENCE OF~: ~ NAS CASE REFERREI LAST WILL AND TESTAMENT I, JEAN L. GRIFFITI:I, of 13 Louis Lane, Enola, Cumberland County, Pennsylvania 17025, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as convenient at~er my decease. 2. I authorize and empower my personal representative to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate to my daughter, Susan J. Zimmerman, provided she survives me by a period of at least (60) days. 4. If the girl in paragraph three does not take effect, then my estate I give, devise and bequeath to my grandsons, Ryan L. Zimmerman and Cory D. Zimmerman, share and share alike, the child or children of any deceased beneficiary taking the share their parent would have taken if living. 5. If neither of the gifts in paragraph three and four take effect, then my estate I give, devise and bequeath to my niece, Amy Arnold, and my nephews, Richard Lindenberger and Jeffrey Lindenberger, share and share alike, the child or children of any deceased beneficiary taking the share their parent would have taken if living. 6. I nominate and appoint Susan J. Zimmerman to be the personal representative of my estate, to serve without bond. If she cannot or does not serve, then I appoint Ryan L. Zimmerman and Cory D. Zimmerman to be the substitute co-personal representatives, also without bond. 7. I suggest that my personal representative retain the services of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. March, IN WITNESS WHEREOF, I have hereunto set my hand and seal this 1997. JI~N L. GRIF~TH " ~~day of (SEAL) Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. A CKNO WLEDGMENTAND AFFIDAVIT WE, JEAN L. GRIFFITH, JOY S. ZERANCE and GAY L. IRWIN, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly, and that she executed it as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. COMMONWEALTH OF PENNSYLVANIA :SS: COUNTY OF CUMBERLAND : Subscribed, sworn to and acknowledged before me by JEAN L. GRIFFITH, the testatrix herein, and subscribed and sworn to before me by JOY S. ZERANCE and GAY L. IRWIN, witnesses' thil ~'/~aY °f March' 1997' tZ':"'.~' j JEAN L. GRIFFITH LAW OFFICES HAROLD S. IRWIN, III ATTORNEY-AT-LAW 35 EAST HIGH STREET CARLISLE, PENNSYLVANIA 17013 717-243-6090 FAX-243-9200 CERTIFICATE OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will No. To the Register: JEAN L. GRIFFITH, aka JEAN L. GRIFFITH-LEITCH AUGUST 5, 2d03 2003 - 00674 Admin. No. 21 - 03 - 00674 I certify that notice of beneficial interest or estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on September 2, 2003: Name Address SUSAN J. ZIMMERMAN 1169 TWIN LAKES DRIVE HARRISBURG PA 17111 Notice has now been given to all persons entitled thereto under Rule 5.6(a) NONE September 2, 2003 64 South Pitt Street Carlisle, PA 17013 717-243-6090 except: Attorney for Estate of JEAN L. GRIFFITH REV-1500 EX (6-00) REV-t 500 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN DEPARTMENT OF REVENUE RESIDENT DECEDENT DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST AND MIDDLE'INITIAL) GRIFFITH-LEITCH, JEAN L. OFFICIAL USE ONLY FILE NUMBER 21 03 0674 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 178 - 14 - 3840 DATE OF BIRTH ~ DATE OF DEATH OCTOBER 26, 1922 I AUGUST 5, 2003 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) I SOCIAL SECURITY NUMBER I ~X 1. Original Return __ 2. Supplemental Return __ 4. Limited Estate 3. Remainder Return (dates of death prior to 12-13-82) __ 5. Federal Estate Tax Return Req __ 4a. Future Interest Compromise (for dates of death after 12-12-82) ~ 6. Decedent Died Testate __ 7. Decedent Maintained a Living Trust __ 8. Total No. of Safe Deposit Boxes (Attach copy of Will) EX. A (Attach copy of Trust) __ 9. Litigation Proceeds Received __ 10. Spousal Poverty Credit (date of death __ 11. Election to tax (Sec. 9113(A)) be NAME ~ COMPLETE MAILING ADDRESS HAROLD S. IRWIN, III I 35 EAST HIGH STREET, SUITES 2011202 TELEPHONE NUMBER CARLISLE, PA 17013 717-243-6090 1. Real Estate (Schedule A) (1) 93,000.00 2. Stocks and Bonds (Schedule B) (2) 0.00 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 0.00 4. Mortgages and Notes Receivable (Schedule D) (4) 0.00 5. Cash, Bank Dep &Misc Personal Property (Sched E) (5) 30,402.92 6. Jointly Owned Property (Schedule F) (6) OFFICIAL USE ONLY 7. Transfers / Misc. Property(Schedule G) (Schedule L~ (7) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Sched H) (9) 0.00 (8) 123,402.92 10. Debts, Mortgage Liabilities & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests (schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 11,329.55 (10) 714.00 (11) 12,043.55 (12 111,359.37 (13) 0.00 (14) 111,359.37 15. Amount of Line 14 taxable at the spousal rate 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax due x. = (15) 0.00 $ 111,359.37 x.045 (16) = 5,011.17 $ x .12 (17) $ x .15 (18) (19) 5,011.17 20. ;T_~/'"" ':: ~ ~ii:':~:~ '"""'--,~': ...............iF<-~': ~ ...... i~-- ~-"~ .... ~:~ ~ ~= '~-- Ill"ii .... Decedent's Complete Address: STREET ADDRESS 13 LOUIS LANE CITY ENOLA STATE PA ZIP 17025 Tax Payments and Credits: 1. Tax Due (Page 1 Line 18) 2. Credits I payments A. Spousal Poverty Credit B. Prior Payments C. Discount 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) (1) $5,011.17 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) $570t1.17 A. Enter the interest on the tax due. (5A). B. Enter the total of Line 5+5A. This is the BALANCE DUE. (5B)$5~011.17 Make Check Pa able 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: a. retain the use of 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 on or before December 12~, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? 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? ...... Yes No N/A X 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 retum, 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 personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILINC~ RETURN ' fA~DI~ESS ~ ~'- "~ DATE DECEMBEI~, 2003 1169 T~IN LAKES DRIVE HARRISBURG PA 17111 S~I~J~O.~P~N PERSONAL REPRESENTATIVE A~DI~"~S - '~ ( \ DATF~__ 35 EAST HIGH STREE-~_CARLI~LE, PA 17013 DECEMBER ~1~, 2003 For dates of death on or after 3131~-t~, 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 P.S. Section 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. Section 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 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. Section 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. Section 9116 (1.2)[72 P.S. Section 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. Section 9116 (a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV- ,~502 EX + (12-85) COMMONWEALTH OF PENNSYLVANIA SCHEDULE A INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF FILE NUMBER JEAN L. GRIFFITH-LEITCH 2003- 0674 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which 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 havin9 reasonable knowled~le of the relevant facts. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH HOUSE AND LOT OF GROUND AT 13 LOUIS LANE, ENOLA, PA 17025 (Value based on appraisal attached at Exhibit "B") TOTAL (Also enter on Line 1, Recapitulation) $ 93,000.00 93,000.00 (If more space is needed, insert additional sheets of same size.) REV-I,503 EX + (4-86) FILE NUMBER 2003 - 0674 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JEAN L, GRIFFITH-LEITCH (All property i~ SCHEDULE B STOCKS AND BONDS ITEM NUMBER dntly-owned with Ri~lht of Survivorship must be disclosed on Schedule F.) DESCRIPTION NONE VALUE AT DATE OF DEATH TOTAL (Also enter on Line 2, Recapitulation) NONE (If more space is needed, insert additional sheets of same size.) REV-I,504 EX + (3-92) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JEAN L. GRIFFITH-LEITCH ITEM NUMBER SCHEDULE C I CLOSELY HELD STOCK PARTNERSHIP AND PROPRIETORSHIP FILE NUMBER 2OO3 - O674 DESCRIPTION NONE TOTAL (Also enter on Line 3, Recapitulation) VALUE AT DATE OF DEATH NONE (If more space is needed, insert additional sheets of same size.) ,REV-'~50? EX + (6-86) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JEAN L. GRIFFITH-LEITCH (All property j II~-M NUMBER SCHEDULE D MORTGAGES AND NOTES RECEIVABLE ,intly-owned with Ri~lht of Survivorship must be disclosed on Schedule F.) FILE NUMBER 20O3 - O674 NONE DESCRIPTION TOTAL (Also enter on Line 4, Recapitulation) VALUE AT DATE OF DEATH NONE (If more space is needed, insert additional sheets of same size.) 'P, EV-1.508 EX + (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JEAN L. GRIFFITH-LEITCH (All propertyi~ iir'M NUMBER 6o SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY FILE NUMBER 2O03 - O674 ~intly-owned with Ri~lht of Survivorship must be disclosed on Schedule F.) DESCRIPTION VALUE AT DATE OF DEATH P.S.E.C.U. - Member No. 0178 - Share Account (Value based on bank statement attached as Exhibit "C") P.S.E.C.U. - Member No. 0178 - Certificate of Deposit (Value based on bank statement attached as Exhibit "C") PNC BANK - Checking Account No. 51-4030-2249 (Value based on bank statement attached as Exhibit "D") 1990 GEO PRISM (Value based on Kelley Blue Book value as shown on attached Exhibit "E") HAMMOND M-100 and LESLIE 125 SPEAKER (Value based on appraisal attached as Exhibit "F") HAMMOND M-3 and LESLIE 22H SPEAKER (Value based on appraisal attached as Exhibit "F") UPRIGHT PIANO MISCELLANEOUS HOUSEHOLD GOODS AND FURNITURE ¥OYAL (Also enter on Line 5, Recapitulation) 5,037.15 7,042.80 12,282.97 2,565.00 450.00 450.00 150.00 1,500.00 925.00 $ 30,402.92 CREMATION SOCIETY OF PENNSYLVANIA - Pre-paid Funeral Expenses (If more space is needed, insert additional sheets of same size.) 'P, EV-1509 EX + (12-88) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAXRETURN RESIDENT DECEDENT ESTATE OF JEAN L. GRIFFITH-LEITCH SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 2003 - 0674 Joint tenant(s): NAME ADDRESS RELATIONSHIP TO DECEDENT Jointly-~ wned prop~,rty: i eM' Lc ~ ~'cR T DATE DESCRiPTiON OF PROPERTY TOTAL DECD'S DOLLAR NO. FOR MADE VALUE % INT. VALUE OF JOINT JOINT OF ASSET DECEDENT'S TENANT INTEREST NONE ~ u fAL (Also enter on Line 6. Recapitulation) NON E (If more space is needed, insert additional sheets of same size.) ,REV-1,51(~ EX + (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JEAN L, GRIFFITH-LEITCH SCHEDULE G INTERVIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 2O03 - 0674 THIS SCHEDULE MUST BE COMPLt: i =u AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. ITEM DESCRIPTION OF PROPERTy' DATE OF NUMBER Include name of the transferee, their reletionship to decedent, date of b'ansfer DEATH % OF EXCLUSION TAXABLE VALUE OF DECD'S (if applicable) VALUE ASSET INTEREST NONE I u i-AL (Also enter on Line 7, Recapitulation) NONE (If more space is needed, insert additional sheets of same size.) 'REV-151'I EX + (7-88) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES FILE NUMBER JEAN L. GRIFFITH-LEITCH 2003- 067Z ITEM DESCRIPTION AMOUNT NUMBER A. Funeral Expenses: 1. CREMATION SOCIETY OF PENNSYLVANIA 1,572.00 2. MT. ROCK CEMETERY 200.00 3. LEWISTOWN MONUMENT COMPANY - Engraving 63.00 B. Administrative Costs: 1. Personal Representative Commissions: Social Security Number of Personal Representative:: Year Commissions Paid: 2. Estimated Total Attomey Fees: HAROLD S. IRWIN, III 6,700.00 3. Family Exemption: Claimant Relationship Address of Claimant at decedent's death: Street Address City State Zip Code 4. Probate Fees: REGISTER OF WILLS 386.00 C. Miscellaneous Expenses: 1. REGISTER OF WILLS - File Inventory and Appraisement 25.00 2. HAROLD S. IRWIN, III - Notary Fees 10.00 3. ALLSTATE INSURANCE - Homeowner's Insurance Premium 92.25 4. EAST PENNSBORO TOWNSHIP - Real Estate Taxes 1,184.31 5. DIVERSIFIED APPRAISAL SERVICE - Real Estate Appraisal 250.00 6. REIST ORGAN - Organ Appraisal 47.70 7. SCOTT WRAY - Piano Appraisal 45.00 8. LEWlSTOWN SENTINEL - Obituary 142.00 9. GEO'S FAMILY RESTAURANT - Memorial Dinner 364.10 10. KINKO'S - Memorial Handouts 75.54 11. FLOWERS FOR MEMORIAL 16.95 12. BAR PLUMBING & HEATING - Furnace / Water Heater Service 90.90 13. TRAVEL EXPENSES REIMBURSED TO EXECUTRIX 64.80 14. 15. 16. 17. TOTAL $ 11,329.55 (If more space is needed, insert additional sheets of same size.) 'REV-!51~ EX + (1-93) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JEAN L, GRIFFITH-LEITCH SCHEDULE I DEBTS OF DECEDENT, MORTGAGES, LIABILITIES AND LIENS FILE NUMBER 2003 - 0674 iii-M NUMBER 2. 3. 4. 5. 6. DESCRIPTION JEWISH HOME OF GREATER HARRISBURG - Nursing Home Bill WATER BILL CABLE BILL ELECTRIC BILL GAS BILL SEWER - WATER BILL TOTAL (Also enter on Line 10, Recapitulation) AMOUNT $ 88.00 80.86 158.56 201.52 89.06 96.00 $ 714.00 REV-1513 EX + (2-87) (If ~ore space is needed, insert additional sheets of same size.) C6~MONWEALTH OFPENNSYLVANIA INHERITANCE TAXRETURN RESIDENT DECEDENT ESTATE OF JEAN L. GRIFFITH-LEITCH SCHEDULEJ BENEFICIARIES I FILE NUMBER 2003 - 0674 i¥1=M NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR NUMBER SHARE OF ESTATE A. Taxable Bequests: 1. SUSAN J. ZlMMERMAN DAUGHTER 100% RESIDUE 1169 'rVVlN LAKES DRIVE HARRISBURG PA 17111 ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR NUMBER SHARE OF ESTATE B. Charitable and Governmental Bequests: NONE TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on Line 13, Recapitulation) ' $ NONE (if more space is needed, insert additional sheets of same size.) EXHIBIT "A" LAST WILL AND TESTAMENT I, JEAN L. GRI_HqTH, of 13 Louis Lane, Enola, Cumberland County, Pennsylvania 17025, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. 2. I authorize and empower my personal representative to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time at, er my death as seems expedient to said representative. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate to my daughter, Susan J. Zimmerman, provided she survives me by a period of at least (60) days. 4. If the gift in paragraph three does not take effect, then my estate I give, devise and bequeath to my grandsons, Ryan L. Zimmerman and Cory D. Zimmerman, share and share alike, the child or children of any deceased beneficiary taking the share their parent would have taken if living. 5. If neither of the gifts in paragraph three and four take effect, then my estate I give, devise and bequeath to my niece, Amy Arnold, and my nephews, Richard Lindenberger and Jeffrey Lindenberger, share and share alike, the child or children of any deceased beneficiary taking the share their parent would have taken if living. 6. I nominate and appoint Susan J. Zimmerman to be the personal representative of my estate, to serve without bond. If she cannot or does not serve, then I appoint Ryan L. Zimmerman and Cory D. Zimmerman to be the substitute co-personal representatives, also without bond. 7. I suggest that my personal representative retain the services of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. March, IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ 'day of 1997. J~N L. GRIF~iTH ' (SEAL) Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. A CKNO WLEDGMENT AND AFFIDAVIT WE, JEAN L. GRIFFITH, JOY S. ZERANCE and GAY L. IRWIN, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrumem as her last will and that she had signed willingly, and that she executed it as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. COMMONWEALTH OF PENNSYLVANIA :SS: COUNTY OF CUMBERLAND : Subscribed, sworn to and acknowledged before me by JEAN L. GRIFFITH, the testatrix herein, and subscribed and sworn to before me by JOY S. ZERANCE and GAY L. IRWIN, witnesses, this _~,~L(,_/-~day of March, 1997. ~~~ ! .~ .... ' Notary Publ' EXHIBIT "B" APPRAISAL REPORT OF A SINGLE-FAMILY DWELLING LOCATED AT 13 LOUIS LANE ENOLA, PENNSYLVANIA. PREPARED FOR THE ESTATE OF JEAN L. GRIFFITH AS OF AUGUST 5, 2003 BY LARRY E. FOOTE DIVERSIFIED APPRAISAL SERVICES EAST HIGH STREET, SUITE 101 CARLISLE, PENNSYLVANIA 17013-3052 (717) 249-2758 SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS LOCATION: TAX PARCEL NUMBER: IMPROVEMENTS: PROPERTY RIGHTS: OWNERSHIP HISTORY: SCOPE' OF- THE ASSIGNMENT: OBJECTIVE: EFFECTIVE DATE: HIGHEST AND BEST USE: COST APPROACH: SALES APPROACH: INCOME APPROACH: FINAL VALUE CONCLUSION: 13 Louis Lane Enola, Pennsylvania 09-13-1002-129 Detached split-level single-family dwelling and detached storage building. Fee simple interest. The subject property is owned by Jean L. G-riffith. The property was purchased on August 21, 1962 for a reported consideration of $13,050 and ownership transferred on deed'reference 20-P-858. · The scope of the assi~mament included an analysis of the subject's area, an inspection of the subject property, an estimation of the property's highest and best use, consideration of all three approaches to value, and the application of those relevant to the valuation of the subject. To esfimatethe market value of the subject property as unencumbered.. August5,2003. Continued use as a single-family residence. N.A. $93,000 N.A. $93,000 2 APPRAINAL CERTI~CATION I hereby certify that upon application for valuation by: THE ESTATE OF JEAN L. GRIFFITH the undersigned personally inspected the following described property: AIl ~that certain piece or parcel of land, with the improvements thereon erected, situate in Fast PeunSboro Township, Cumberland County,. Penn~lvania, bounded and described as follows: Beginning at a point on the southeasterly side of Louis Lane which point is measured the two-following courses and distances from a point of intersection with the northeasterly side of Altoona Avenue: (1) extending from said point of intersection on a line curving to the right lmving a radiUS of 105 feet the arc distance of 56.8I feet to a point of tangent; and (2) north 74 degrees, 59 minutes east 768.19 feet to the point and place of beginning', thence extending from said beginning.point along the said southeasterly side of Louis Lane, north 74 degrees, 59 minutes east 65 feet to a point; thence extending south 15 degrees, I minute east 105 feet to a point; thence extending south 74 degrees, 59 minutes west 65 feet to.a point; thence extending north 15 degrees, 1 minute west 105 feet to a point on the southeasterly side of Louis Lane, the first mentioned point and place of beginning. To the best of my knowledge and belief the statements contained in this report are true and correct, 'and that neither the employment to make' this appraisal nor the compensation is contingent upon the value reported, ,and that in my Opinion the Market Value as of August 5~ 2003 is:. ' ' ' NINETY-THREE THOUSAND DOLLARS $93,000 · The property was appraised,as a whole, subject to the contingent and limiting conditions °Utlined herein. ~ ~ Larry FoOte Certified General Appraiser GA-000014-L 3 PURPOSE OF ~ APPRAISAL The purpose of this appraisal is to estimate the Market Value of the subject property as of August 5, 2003. Market Value, as defined by the courts, is the most probable price est/mated in terms of money which a property will bring if exposed for sale in' the open market, allowing a reasonable time finding a purchaser who buys with knowledge of all the uses to which it is adapted and for which it is capable of being used. Frequently, it isreferred to as the price at which a willing seller would sell and a willing buyer Would buy, neither being under abnormal pressure. I~IGI~E~STANDBEST USE Highest and Best Use is defined by the Appraisal Terminology and Handbook, published by the Appraisal Institute, as ~'the most profitable, likely use to which a property can be put". The opinion of such use may be based on the highest and mOst profitable continuous use to which the property is adapted and needed, or likely to be in demand, in the reasonable near future. However, elements affecting value that depend upon events or a combination of occurrences which, while within the realm of possibility, are not fairly shown to be reasonably probable, should be exclUded from consideration. Also, if the intended use is dependent on an ' . uncertain act of another person, the intention cannot be considered. Based on the.above definition and at~er seeing the site, neighborhood, and area, it is my opinion that the present use of the subject is its Highest and Best Use. 4 SITE DATA ADDRESS: TOWNSHIP: COUNTY: STATE: LOT SIZE: SEWERS: WATER: ELECTRICITY: LANDSCAPING: 13 Louis Lane East Pennsboro Cumberland Pennsylvania 65' x 105' Public Utility. Public utility. PP&L Typical for the area, with a sodded lawn, trees'and shrubs. None. DETRIMENTAL INFLUENCES Pride of ownership is evident th~, oughout the neighborhood. DESCRIFYION OF IMPROVerS GENERAL DESCRIPTION: Spht-level detached single-family dwelling containing approximately 988 square feet of gross living area above grade. :CONDITION: ROOMS: Exterior: Average Interior: Average First Floor: Living room, dining room and kitchen. Second Floor: Three bedrooms and a full bathroom. Basement: Partial basement, with concrete floor. EXTERIOR: Foundation: Walls: Sash: Gutters: Roofi Concrete block. Aluminum siding with brick on the from. Vinyl-clad thermopanes with screens. Aluminum, painted. Aluminum shingles. INTER/OR, PRINCIPAL ROOMS: Cabinets: Counters: Walls: Flooring: Sink: Flooring: Carpet and hardwood. Walls: Drywall Ceilings: Drywall Trim: Wood, painteck Wood, natural finish. Formica Drywall, painted. Asphalt file blocks. Double-bowl, stainless steel. BATHROOM: Flooring: Walls: Bathtub: Lavatory: Water closet: Carpet Ceramic tile blocks and papered drywall. Built-in, with shower. Wall-motmtec[ Two-piece. Medicine cabinet: Built-in CONSTRUCTION:' Joists: Wood Beams: Wood Columns: Concrete block. Plumbing: Copper and iron. HEATING: Gas-fired forced hot air. COOLING: Central air conditioning. HOT WATER: EI,V, CTRIC: Circuit breaker system, 60-ampere. OTHE. R: There is a one-car garage located in the basement and there is a detached vinyl siding storage building located in the rear yard. GENERAL CONDITION: All improvements are considered to be in average condition on the inter/or and on the exterior, with mechanical systems appearing tobe adequate and functioning properly. 6 THE APPR/klSAL PROCESS Three approaches to value are generally included in an appraisal report. These teclm/ques include the cost approach, sales comparison approach, and income approach to value. The cost approach to value is based on the assumption that the rePrOduction cost of a building plus land value, tends to set the upper limit to value: A key assumption is that a newly constructed building would have advantages over the existing building, therefore an evaluation focuses upon disadvantages or deficiencies (depreciation) of the'existing 'building compared to a new facility." Due to.the age of the subject impr/ovenients, the cost approach is considered, to .be inappropriate and has, therefore, not been included in the'development of this appraisal report. The sales comparison approach to value assumes that under normal conditions, a given number of Parties acting intelligently and voluntarily, tend to set a pattern from which value can be estimated,- Application of this approach relies on a comparison of the subject with a sufficient' number of recent transactions of comparable properties in the market, based on a common unit, such as price per square foot of building area. The income approach concerns itself with present worth of-the future potential benefits of a property. The initial estimate involves the net income, which a fully informed person is justified in assuming the property will produce during its remaining useful life. This estimated net income is then capitalized into a value esl/mate, based upon the level of risk as compared with that-of a similar type and class. Since homes similar to the subject are not typically utilized as income-producing investment properties, the income approach to value is considered to be inappropriate'.and has, therefore, notbeen included in the development of this appraisal 7 SALES COMPARISON APPROACH In arriving at this conclusion of thc value of thc subject property, the appraiser made a survey of properties that have sold in the area of the subject property. Consideration was given and adjustments were made on each comparable sale as to -time of sale, size, location, as well as all other factors that might affect value. A resume of some of the sales considered by the appraiser is as follows: SALE NO. 1: Locati°n: Date of Sale: Sale Price: Size: Un/t Price: 143 Henry Road, Enola~ -'February 14,'2003. $107,000 1,014 square feet. $105.52 per square foot. SALE NO. 2: Location: Date of Sale: Sale Price:- Size: Unit Price: 122 Henry Road, En°la. February 28, 2002: $94,900 1,014 square feet. $93.59 per square foot. SALE NO. 3: Location: Date of Sale: Sale Price: Size: Unit Price: 11 Patricia Drive, Enola. February 12, 2002. $118,000 1,188 square feet. $99.33 per square foot. The appraiser, in addition to the sales limed, also considered several additional sales in arriving at his final opinion of value. On the Sales.Comparison Analysis form that 'follows this page are- dollar adjustments reflecting market reaction to those items of significant variation between the subject and comparable properties. If a significant item in .the comparable property is superior to, or more favorable than, the subject property, a minus (-) adjustment is made, thus reducing the indicated value of the subject;/fa significant item in the comparable is inferior to, or' less fav6rable than, the subject property, a plus (+) adjustment is made, thus increasing the indicated value of the subject. After making all of the necessary adjustments, it is the appraiser's considered opinion that the indicated value of the subject property by the Sales Comparison Approach is $93,000. SALES COMPARISON ANALYSIS l'fl:/M SUBJECT { COMPARABLE #1 { COMPARABLE #2 COMPARABLE #3. Addr~s * IF~3 o~L~uis Lane ] 143 H,;my Rt~ [ 122 Hm~ Road li~~ P~, Pa~ ~ ~ S~o~,~, _ FINAL INDICATED-VALUE OF SUBJECT PROPERTY: $93,000 9 CORRELATION Correlation may be-defined as "the bringing together of parts in a proper relationship." The parts of this appraisal report are the following approaches to value your appraiser used: Value Indicated by Cost Approach Value Indicated by Sales Comparison Approach Value Indicatedby Income Approach N.A. $93,000 N.A. These approaches are representative of the market value ofthe subject property. I have carefully reexamined each step in each method, and I believe the conclusions accurately reflect the attitude of typical purchasers'of this type property in this neighborhOod~ It is my belief that this reexamination has confirmed the original conclusions. _ The Cost Approach w/Il result in an excellent estimate if all elements are figured accurately, because no prudent person'will, pay more for a property than the cost to produce a substitute property with equal deSirability and utility. Purchasers of the type of dwelling typical of the subject property are more concerned with amenities than with hypothetical replacemem of the property. Due to the age of the subject improvements, the Cost Approach is considered to be inappropriate and has not been included in this appraisal report. The Sales Comparison Approach was based on several recent sales of properties similar to that of the subject, all of which are located in the same general area. The adjusted sales prices are most consistent under comparison. This approach is 'the most reliable because it reflects the reactions of typical buyers and sellers in the market. The Income ApProach is most applicable to income producing properties or properties that are primarily utilized for income producing purposes. Purchasers of income producing properties are .willing to pay no more for a particular property than the net operating income will support. Since the majority of properties similar to the subject are not utilized for income producing purposes, this aPproach to value has not been included in this appraisal report. Therefore, as a result of this appraisal and analysis, it is this appraiser's considered judgment and opinion that the Market Value of the subject properly, as of August 5, 2003, is: NINETY-THREE THOUSAND DOLLARS $93,000 10 UNDERLYING ASSUMPTIONS AND LIMITING CONDITIONS SUBJECT TO THIS APPRAISAL ¸5. o I assume no responsibility for matters legal in nature, nor do I render any opinion as to the title, which is assumed to be marketable. The property is appraised as though under responsible ownership. The legal description used herein is correct. I have made no survey of the property, and the boundaries are taken from records believed to be reliable. ' I assume that there are no hidden or unapparent conditions of the property, subsoil or structures which would render it more or less valuable. I assume no responsibility for such conditions or for engineering which might be required to discover such factors. The information, estimates, and opinions furnished to me and contained in this report were obtained frOm sources considered reliable and believed to be true and correct. However, no responsibility for accuracy can be assumed by me. This report is to be used in its entirety and only for the purpose for which it was rendered. Neither all nor any part of the contents of this report (especially any conclusions as to value, the identity of the appraiser or the firm with which he is connected) shall be reproduced, published, or disseminated to the public through advertising media, public relations media, news media, sales media, or any other pUblic mean~ of communication, without the prior written consent and approval of the appraiser. This appraisal was prepared for the exclusive use of the client identified in this appraisal report. The information and opinions contained in this appraisal set forth the appraiser's best judgment in light of the information available at the time of the preparation of this report. Any use of this appraisal by any other person or entity, or any reliance or decisions based on this appraisal are the sole responsibility and at the sole risk of the third party. The appraiser accepts no responsibility for damages suffered by any third party as a result of reliance on or decisions made or actions taken based on this report. 11 CERTIFICATE OF APPRAISAL Your 'appraiser hereby certifies that: 1. The statements of fact contained in this report arc tree and correct. The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions,, and are my personal, impartial, and unbiased professional analyses, opinions, and conclusions. 3. I have no present of prosPective interest in the proPerty that is the subject of this report, and no personal interest with respect to the Parties involved. I have no bias with resPect to the proPerty that is the subject of this report or to the parties involved with this assignment. My engagement in this assignmem was not contingem upon developing or reporting predetermined resul~s. My comPensation for completing this assignment is not contingem upon the development or reporting of a predetermined value or direction in value that favors the cause of the client, the amount of the value opinion, the attainmem ora stipulated result, or the occurrence of a subsequent event .directly related to the intended use of this appraisal. To the best of my knowledge and belief, the- statements of fact contained in this appraisal'report, upon which the analyses, opinions, and conclusions expressed herein are based, are tree and correct. This appraisal report sets forth all of the' limiting conditions (imposed by the terms of my assignment or by the undersigned) affecting the analyses, opinions, and conclusions contained in this report. This appraisal report has been made in conformity with the Uniform Standards of Professional Appraisal Practice adopted by the Appraisal Standards Board of the Appraisal Foundation, and is subject to the requirements of the Code of Professional Ethics and Standards of Professional Conduct of the National Association of Realtors Appraisal Section. 12 I0. No one other than the undersigned prepared the analyses, conclusions, and opinions concerning real estate that are set forth in this appraisal report. Certified General Appraiser GA-000014-L · 13 PRIVACY NOTICE Pursuant to the Gramm-~ch-Billey Act of 1999, effective July 1, 2001, appraisers, along with ali providers of personal financial services are now rexltfired by federal law to inform their clients of the policies of the firm with regard to the privacy of client nonpublic personal information. As professionals, we Understand that your privacy is very important to you and are pleased to provide you with this information. In the course of performing appraisals, we may collect what is known as "nonpublic personal information" about yott This information is used to facilitate the services that we provide to you and may include the information provided to us'by you directly or received by us from others with your authorization. We do not discloSe any nonpublic personal information obtained in the course of our engagement with our clients to nonaffiliated third parties, except as necessary or as required by law. By way of example, a necessary disclosure would be to our independent contractors, and in certain situations; to unrelated third party consultants'who needto know that/nformation to assiSt us in providing appraisal serv/ces to.you. All of our independent'contractors and any th/rd party consultants we engage are informed that any information they see as part of an appra/sal assignment is to be ma/ntamed in strict confidence within the firm. A disclosure requ/red by law would be a disclosure by us that is ordered by a court of competent jut/sd/ct/on w/th regard to a legal act/on to wh/ch you are a party. We will retain records rehting to professional services that we have provided to you for a reasonable time so that we are better able to assiSt YOu with your needs. In order to protect your nOnpublic personal information 'from unauthorized access by third Parties, we-maintain physical, electronic and procedural safeguards that comply with our professional standards to insure the security and integrity of your information. 14 LARRY E. FOOTE REAL ESTATE APPRAISER EXPERIENCE: 1979-Present: Chief Appraiser, Diversified Appraisal Services, Carlisle, P~ Principal Broker, LaRue Development Company, Carlisle, Pa. 1976-1979: Assodate Broker, Colonial Realty, Carlisle, Pa. 1972-1976: Realtor Associate, Jack ~ Realtor, Carlisle, Pa. Appraisal experience included undeveloped land, farm~ building lots, single-family dwellings, mobile homo parks, i medical centers, nursing homes, motels, apar'anent buildings and complexes, office buildings, service stations, veterln~ clinics, rehabilitation centa~, retail buildings, daycare centers, warehouses, and manufac/udng facih'ties. EDUCATION: Bachelor of Business Administration, PennsylVania State University, 1976. Associate Bachelor of Business Administration, Harrisburg Area Community College, 1974. Diploma, Carlisle Smior High School, 1965. Cettfficate, Pennsylv~ Realtors Institute, GRI I, OR/II, GRI HI. Cortific, ate, Realtors National Mmketing Institute, CI I01, CI 102, CI 103, CI 104, CI 105. Standards of Prof~'~sional Practice, American Institute of Real Estate Appraisers. Real Estate Appraisal Principles, American Institute of Real Estate Appraisers. Residential Valuation, American Institute of Real Estate Appraisers. Appraisal Procedure, Appraisal Institute. Principles of Income Prope~y Appraising, Appraisal Institute. Case Studies in'Real Estam Valuation, Appraisal. Institute. Rq~rrt Writing and Valuation Analysis, Appraisal Institute. PROFESSIONAL LICENSES: G-eneml Appraiser #GA-000014-L, Commonwealth of Pennsylvania. Real Estate Broker #RB-029729-A, Commonwealth of Penn~lvania. PROFESSIONAL DESIGNATIONS: GRI: Graduate of the Pennsylvania Realtors Instituto, awarded by tho Penn~l- vania Association of Re, altors. CRS: Certified Residential Specialist, awarded by the Realtors National Market- mg Institute of the National Association of Realtors. CCIM: Certified Commercial Investment Mernber, awarded by the Realtors National Marketing Institute of tho National Association of Realtors. PROFESSIONAL ORGANIZATION AFFILIATIONS: National Association 0fRcaltors Appraisal Section. Carlisle Association of Realtors. Pennsylvania Association of Realtors. National Association of Realtors. Realtors Nationa! Marketing Institute. 15 PAST CLIENTS: Borough of Carlisle Keystone Fin~cial Mortgage Cornerstone Federal Credit Union Pennsylvania State Bank Comrneri~ Balik Cumberland-Perry Associ~on for Retarded Citizens Carlisle Suburban Authority Members 1~ Federal Credit Union Penn~lvania National Bank Evans Financial Corporation Crreenawalt & Company, CPA Smith's Transfer Corporation Carlisle Department of Parks and Recreation Executive Relocation Services carlisle Area School District Messiah Homes, Incorporated ERA Eastern Regional Services . Pennsylvania Turnpike Commission Chase Home Mortgage Corporation Defense Activities Federal Credit Union Pennsylvania State Employees Credit Union PNC Mortgage Corporation F&M Trust Company National City Mortgage Corporation Washington Mutual Home Loans, InC. Prudential Relocation Services Lender's Choice United Telephone Employees Federal Credit Union Cumberland County Commi.~$ioners Allstate Enterprises Mortgage Corporation Dicldnson College PPG Industries, Incorporated C,-ettysburg College Redevelopment Authority of Cumberland County Record Data Appraisal Services, Incorporated First United Federal Savings Association Fulton Bank United States Mm'shall Service GM_AC Mortgage Corporation Orrstown Bank Letterkenny Federal Credit Union BancPlus Mortgage Corporation Coldwell Banker Relocation Services, Incorporated Central Pennsylvania Savings Bank Mellon Bank Provident Home Mortgage Corporation Drovers Bank American Home Bank Tram Union M&T Mortgage Corporation Cody Financial Mortgage Services Waypoint Bank Northwest Savings Bank Blue Ball National Bank Adams County National Bank Countrywide Home Loam Aarrow Mortgage Various law firms and individuals 16 PHOTOGRAPHS OF THE SUBJECT IMPROVEMENTS 17 EXHIBIT "C" PS'E"' J P.O. Box 67013 (717) 234-8484 (Harrisburg) Harrisburg, PA17] 06-7013 (800) 237-7328 (Nationwide) wel~$ite - http://w~tw, psecu.com HAKE YOUR VISA PAYHENTS USING AUTOHATIC TRANSFER. CALL PSECU TO SET UP THIS SERVICE TODAY. JEAN L GRIFFITH-LEITCH ESTATE JOINT OWNER PAGE 2 3.21 5040.36 ANNUAL PERCENTAGE YIELD EARNED 0.75~ FROH 08/01/03 THROUGH 08/31/05 BASED ON AVERAGE DAILY BALANCE OF 5,037.15 POST EFF DESCRIPTION AHOUNT BALANCE 0801 ID 04 CHECKING BEGINNING BALANCE 0.00 083I ENDING BALANCE 0.00 0801 ID 53 24 HONTH CERTIFICATE BEGINNING'BALANCE ................................... 0831 PAYHENT: DIVIDEND Z.960% 17.71 7060.51 ANNUAL PERCENTAGE YIELD EARNED 3.00% FROH 08/01/03 THROUGH 08/31/03 ANNUAL PERCENTAGE RATE 12.gO0~ ~ PERIODIC RATE (DAILY) .05554Z~ ', YTD FINANCE CHARGE: YEAR TO DATE ~I:: : : :::: . CONTINUED' ...... ON FOLLONING PAGE: EXHIBIT "D" Priority 50 Plus Account Statement _, For 24-hour customer serv ce information sign-on to Account Link ® by Web on pncbank.com or call 1-888-PNC-BANK Account number: 51-4030-2249- continued For the period 07117/2003 to 08/15/2003 JEAN L LEITCH Primary account number: 51-4030-2249 Page 2 of 2 Activity Detail Deposits and Other Additions Date Amount 08/0 [ 968.00 ~18,/ 13 13.86 ~8,"15 I.o/ Description Direct Deposit - Soc Sec US Treasury 303 1781-138 lOA Direct Deposit - Reversal PAWC 0663587 Interest Payment Online and Electronic Banking Deductions There were 3 Deposits and Other Additions totaling $983.23. There were 2 Online or Electronic Banking Date Amount 0 b-' -o 9.68 08,," 12 13.86 Daily Balance Detail Descri pti on Direct Payment - UGI UGI Udlities 221-62~1612-15 Direct Payment - Payment PAWC 0663587 Deductions totaling $23.54. Date Balance Date Balance Date Balance o7 ' 17 l l ,o_.t.bo 08/01 l '~ ~ q'~ q7 08,." 13 l o o,~o q- o7 '23 11,3 I-I.97 08/12 12,269.11 08/15 12,284.34 Are you looking for a better way to manage your banking and investing? PNC Investments' Investor's Preferred Account* now Wes you convenient access to deposit at ATMs, transfer money among your PNC Bank accounts anti much more. Contact a liNC Investments Financial Consultant today to learn more about IPA. PNC Invcsm~ents Financial Consuhants can be reached through our Customer Service Center at 1-800'-762-611 I, its website at ~xqvw. pncinvesm~ents.con-t or anv PNC branch office. ~The Investor's Preferred Account is a brokerage account offered bv PNC Investments. a dMslon ofj.j.B, tlilliard W. Lyons, Inc and is not FDIC insured, may lose value and is not guaranteed bv PNC Bank or its bank affiliates. ' , Move Up To A Checking Package Plan And Broaden Your Financial Horizons If your financial needs include more than just checking, whv not make the most of your banking relationship bv upgrading to a PNC Bank Choice Plan® or Premium Plan®. Dcpending on the plan you, choose you can combine balances of other PNC <counts, such as savings, checking and loans to qualify for a waiver of the applicable monthly service charge. Both package plans provMc you with additional free services like free checks and fi-cc online banking and added discounts on other products. Stop hy your lucal branch todav or call 1-888-PNC-BANK, anytime, and ask about all the benefits of having a PNC Package Plan. EXHIBIT "E" Kelley Blue Book Used Car Values Page 1 of 2 Enter your email to get the latest .".~ '~...,~ .ill..ii. Blue Book Used Car Retail Report Pennsylvania · August 7, 2003 L~e 1990 Geo Prizm Notchback Sedan 4D Engine: 4-Cyl. 1.6 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 78,000 _Buy a Used Car Free Lemon Check Auto Loans from 3.75% APR Insurance Quote Warranty Ouote Payment Calculator Equipment Air Conditioning Power Steering Cruise Control AH/FH Stereo Retail Value ,~i $2,565 The Kelley Blue Book Suggested Retail Value represents the amount an auto dealer might ask for a specific vehicle. The Suggested Retail Value is a starting point for negotiation therefore the actual sale price will vary. Popularity, condition, warranty, color and local market conditions will be factors involved in determining a final price. This retail value is not a trade-in or private party value. This Suggested Retail Value assumes that the vehicle has been fully reconditioned and has a clean title history. The Suggested Retail Value also allows for advertising, sale commissions, insurance and other costs of doing business as a dealer. Host vehicles being offered at this price have passed an inspection and some may carry a warranty. Get Invoice & MSRP on New Cars Get a Private Party Value Get Financinq Before You Shop EXHIBIT "F" I EISq Old'AN SEI VICE Susan Zimmerman 1169 Twin Lakes Drive Harrisburg PA 171 I 1 August 15 2003 2001 Paxton Sl~et Harrisburg, PA 17111 Phone (717) 236-5577 fax (717)236-3099 srei~*to~min.org Dear Mrs. Zimmerman: It was a pleasure to meet you & inspect the Hammond organ & Leslie speaker at your mother's house yesterday. The organ / Leslie combination are in very good condition & in my opinion a fair resale value for the Hammond M- I00 & Leslie 125 speaker is $450.00 for the pair. Also to be considered is your mother's Organ/Leslie combination presently at your house. A Hammond M3/Leslie 22H. I haven't recently inspected them but I remember this pair because I serviced them when they were located at the Bumper Bobs Restaurant. In my opinion they also are worth about $450.00 for the pair. Please feel free to call or email if i can be of any further assistance or if you have any further questions. Also, if it would be helpful, I offer a reasonably priced moving service for organs/Leslies & would be pleased to assist in that way if needed. Best Regards, August 5, 2003 Valuation A.G. Edwards account 684-021583 (Jean L. Griffith) 8,465.01 Centennial Money Market Funds 151355104 9m Turner Broadcasting 7.4% Bonds 900262AU0 10m Fort James 6.625% Bonds 347471AQ7 8m Hertz 6.625% Bonds 428040BK4 lm Duke Capital 7.5% Bond 26439RAF3 30m Ford Motor 7.375% Bonds 345397SM6 10m Marshall & lsley 5% Notes 57183MBC3 8m GMAC 7% Bonds 37042GT97 6m DaimlerCbrysler 7.75% Bonds 2338E8DY2 20m General Electric 5% Notes 36966RFC5 20m Bank of America 5% Notes 06050XLF8 20m Marshall & Isley 5.1% Notes 58193MBX7 20m Lehman Brothers 5.25% Notes 52519FBE0 1968.504 Bond Fund of America BFABX 5168.253 Delaware Corporate Bond Fund DGCBX 1014.499 Eaton Vance Limited Duration Income Fund EVV 222.931 Allstate Common Stock ALL 154.863 Morgan Stanley Common Stock MWD 124.94 Sears, Roebuck Common Stock S 147.77 Waypoint Financial Common Stock WYPT 1 103 ! 02.05 100.45 109.62 102.46 97.79 95.95 95.24 92.63 90.52 89.66 93.52 12.98 5.59 18.70 36.52 46.30 40.35 17.99 8,465.01 9,270. 10,205. 8,036. 1,096.20 30,738. 9,779. 7,676. 5 714.40 18 526. 18 104. 17 932. 18.704. 25 551.18 28.890.53 18, 831.66 8,141,44 7,270.15 5,041.32 2,658.38 260,630.27 This repOrt has been prepared for your eronvenience. The prices/information contained herein have been obtained ['rom sources believed reliable and although every attempt has been made to make it as complete as possible, its accuracy is not guaranteed by A.G. Edwards & Sons, Inc. This report should not be considered a replacement for official documents such as trade confirmations, account statements and 1099 forms that should be retained for tax purposes. August 5, 2003 Valuation A.G. Edwards account 684-025902 (Jean L. Griffith IRA) 5248.95 Centennial Money Market Funds 151355104 8m Xerox Corp 7.15% Notes 984121 AU& 15m Ford Motor 7.375% Bonds 345397SM6 8m Ford Motor 5.8% Notes 345397SG9 5m Bank of America 5% Notes 06050XLF8 3529.345 Delaware Corporate Bond Fund DGCBX 111.7203 Citigroup C 101.421 General Electric GE 101.783 Home Depot HD 69.884 Merck MRK 122.949 SBC Communications SBC 4.7615 Travelers Property Casualty Class A TAP'A 9.7828 Travelers Property Casualty Class B TAB'B 1 101 102.46 96.92 9O.52 5.59 43.54 28.12 30.62 51.19 23.54 16.21 16.18 5 248.95 8 080. 15.369. 7 753.60 4 526. 19 729.03 4. 864.30 2 851.96 3,116.60 3,577.36 2,889.30 77.18 158.28 78,241.56 This report has been prepared for your convenience. The prices/information contained herein have been obtained from sources believed reliable and although every attempt has been made to make it as complete as possible, its accuracy is not guaranteed by A.G. Edwards & Sons, Inc. This report should not be considered a replacement for official documents such as trade confirmations, account statements and 1099 forms that should be retained for tax purposes. BUREAU OF INDIVIDUAL TAXES [NHERTTANCE TAX DTV/SZON DEPT. 280601 HARRTSBURG, PA 171Z8-0601 COMHONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOT/CE OF INHERITANCE TAX APPRAZSENENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSNENT OF TAX HAROLD S IRWIN III STES 201-202 $5 E HIGH ST CARLISLE PA 17015 *~! "~A~E OF DEATH F'rLE NUMBER Cumrcer,~r-~d Co., PA I 05-01-200~ GRIFFITH 08-05-2005 21 05-067~ CUMBERLAND 101 Amount Ramified REV-15~? EX kFP [01-03) JEAN L HAKE CHECK PAYABLE AND REHTT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THTS LINE ~ RETAIN LOWER PORTTON FOR YOUR RECORDS ""M REV-1547 EX AFP (01-03) NOTTCE OF TNHERZTANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTZONS AND ASSESSMENT OF TAX ESTATE OF GRIFFITH JEAN L FILE NO. 21 05-067~ ACN 101 DATE 05-01-200~ TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSR APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schadula B) (2) 3. Closaly Hald Stock/Partnarsh/p .rnterest (Schedule C) (3) q. Nortgagas/Notas Receivable (Schedule D) (q) 5. Cash/Bank Deposits/H/sc. Personal Proparty (Schedule E) ($) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expansas/Adm. Costs/H/sc. Expenses (Schedule H) (9) 10. Debts/Nortgagm Liab/1/t/as/Liens (Schedule 1) (10) 11. Total Deduct/ohs 12. Net Value of Tax Return 95~000.00 .00 .00 .0O 50~02.91 .00 .00 (8) 11,529.55 NOTE: To /nsura proper cred/t to your account, submit the upper port/on of th/s for, w/th your tax payment. 13. 14. NOTE: 125,~02.92 .rF PA.rD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULAT.rON OF ADDZT.rONAL .rNTEREST. TAX CREDZTS: PAYN~NT DATE 01-09-200~ RECETpT NUNBE R CD005~27 DISCOUNT (+) .rNTEREST/PEN PA.rD (-) .00 reflect figures that lnclude the total of ALL returns assessed to date. · 00 X 00 = .00 111,559.57 X 0R5= 5,011.17 · 00 X 12 : .00 · O0 X 15 = .00 (19)= 5,011.17 ANOUNT PAID 5,011.17 ASSESSHENT OF TAX: 15. Amount of Line 1~ at Spousal rata (15) 16. Amount of L/ne lq taxable at Lineal/Class A rata (16) 17. Amount of Line lq a* Sibling rate (17) 18. Amount of L/ne lq taxabla at Collateral/Class B rate (18) 19. Pr/ncipal Tax Due TOTAL TAX CREDIT 5,011.17 BALANCE OF TAX DUEI .00 INTEREST AND PEN. I .00 TOTAL DUE I . 0 ( ZF TOTAL DUE ZS LESS THAN $1, N.O. PAYNE.N.T 'rs RE;)UZRED. ZF TOTAL DUE ZS REFLECTED AS A CREDIT (CR), YOU NAY BE DU~: A REFUND· SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) . O0 Net Value of Estate Subject to Tax (1~.) 111)559.57 Z~ an assessment was issued previously, Zines 14, 15 and/or 16, 17, 18 and 19 w111 71~.00 (11) 12.0~;.;; (12) 111,559.57 RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate as transferred in possession or enjoyment to Class B (coI1atera1) beneficiaries of the decedent after the expiration of any estate for life or for years, the Coaaanaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the IaafuI Class B (collateral) rate on any such future interest. PURPOSE DF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: OISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S. Section 91~0). Detach the top portion of this Not[ce and submit with your payment to the Register of N[lls printed on the reverse side. --Make check or money order payable to: REGISTER OF NZLLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications ara available at the Office of the Register of Nills, any of the 25 Revenue District Off[cas, or by calling the special Z4-hour answering service for forms ordering: 1-800-$62-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disalloaance of deductions, or assessment of tax (including discount or interest) as sheen on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to tho PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to tho Orphans' Court. Factual errors discovered on this assessment should ba addressed an writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Rev[aw Unit, Oept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. Sam page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-lA01) for an explanation of administratively correctable errors. If any tax due is paid within three [3) calendar months after the dacadont's death, a five percent (52) discount of the tax paid is allowed. The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 16, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest as charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, IgBZ bear interest at the rate of six (6X) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Yea.~r Rate Factor Year Rate Factor 198Z lOX .OOOS48 1987 97- .OOOg47 1999 7Z .OOOlgZ 1983 162 .000q58 1988-1991 IZX .000501 ZOO0 82 .000219 1984 llX . 000501 1992 92 . 000247 ZOO1 92 . 000247 1985 137- .000356 1993-1994 72 . 000192 2002 6Z .000164 1986 107. .000274 1995-1998 97. .000247 Z003 57. .000157 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPA/D X NUNBER OF DAYS DELZNI~UENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date sheen on the Notice, additional interest must ba calculated. COMMONWEALTH OF PENNSYLVANIA: :SS: COUNTY OF CUMBERLAND : SUSAN J. ZIMMERMAN, being duly sworn according to law, deposes and says that she is the executrix of the estate of JEAN L. GRIFFITH-LEITCH, late of East Pennsboro Township, Cumberland County, Pennsylvania, deceased, and that the within inventory made by her, the said executrix, of the entire estate of said decedent, consisting of all of the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the inventory represent its fair value as of the date of decedent's death. Sworn to and subscribed before me ~/~~y of December, r2003. ,,, ' HAROLD S. IRWIN, Ill. N(]~TAR : UE~LIC i ' CARUS~ E BOROUGH, COUN~ ~ND~ D~Of Death: "- S U SA~I~ M ME-RMAN ~"~"'E ~dt d x ' AUGUST 2003 Day Month Year INSTRUCTIONS 2. 3. 4. An inventory must be filed within three months after appointment of personal representative. A supplemental inventory must be filed within thirty days of discovery of additional assets. Additional sheets may be attached as to personalty or realty. See Article IV, Fiduciaries Act of 1949. Inventory of the real and personal estate of JEAN L. GRIFFITH-LEITCH, deceased 1. HOUSE AND LOT OF GROUND AT 13 LOUIS LANE, ENOLA, PA 93,000 00 2. P.S.E.C.U. - Member No. 0178 - Sham Account (Value based on bank statement attached as Exhibit "C") 5,037 15 3. P.S.E.C.U. - Member No. 0178 - Certificate of Deposit (Value based on bank statement attached as Exhibit "C") 7,042 80 4. PNC BANK- Checking Account No. 51-4030-2249 (Value based on bank statement attached as Exhibit "D") 12,282 97 5. 1990 GEO PRISM (Value based on Kelley Blue Book value as shown on attached Exhibit "E") 2,565 00 6. -IAMMOND M-100 and LESLIE 125 SPEAKER (Value based on appraisal attached as Exhibit "F") 450 00 7. HAMMOND M-3 and LESLIE 22H SPEAKER (Value based on appraisal attached as Exhibit "F") 450 00 8. UPRIGHT PIANO 150 00 9. MISCELLANEOUS HOUSEHOLD GOODS AND FURNITURE 1,500 00 10. CREMATION SOCIETY OF PENNSYLVANIA- Pre-paid Funeral Expenses 925 00 TOTAL $ 123,402 92 STATUS REPORT UNDER RULE 6.12 Name of Decedent' JEAN L. GRIFFITH Date of Death' 8/5/2003 Will No. 2003 - 00674 Admin. No. 2103 - 0674 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: State whether administration of the estate is complete' Yes )~ No ~ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete · 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court ? Yes ~ No X b. The separate Orphans' Court No. (if any ) for the personal representative's account is' N/A c. Did the personal representative state an account informally to the parties in interest ? Yes X No ~ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to thi,~ repffrt. HAROLD S, IRWIN, Ill ~' Name (Please type or print ) 64 SOUTH PITT STREET CARLISLE PA 17Q1~ Address (717) -2436090 Tel. No. Capacity Personal Representative X Counsel for personal representative