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HomeMy WebLinkAbout03-0020Register of Wills of Estate of ANTHONY A. also known as Annette Pol son Petitioner(s), who is/are 18 years of age or older, apply(ies) for: Cumberlan t County, Pennsylvania PETITION FOR GRANT OF LETTERS ANGELL No. , Deceased Social Security No. 206- 22 - 1883 (COMPLETE 'A' or 'B' BELOW:) A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut rix the Decedent, dated 10/02//2001 and codicil(s) dated None named in the last Will of State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration (c.ta.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family or principal residence at 312 Raven Court, Hampden Decedent, then 72 years of age, died 12/11/2002 Township, Mechanicsbur~, PA 17050 (liststreet, number, and municipality) at 310 Raven Court, Mechanicsbur8, PA Decedent at death owned property with estimated v.~lues 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 (Location) 22,600.00 situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: I / ~ Si~l~-~re Typed or printed name and residence ~ ~~~~~ IAnnette POlsOn 6210 Charin8 Cross, Mechanicsburs, PA 17050 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. I1, - Form RW-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland 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 representative(s) of the Decedent, Petitioner(s) will well and truly administer the ~~..~/~ ~~. Sworn to or affirmed and subscribod j~ ,%  Annette Polson before me thi ay of I ,,,,~, -_- ~4-_ . /~'~°r the R~giste;' ~ No, Estate of ANTHONY A. ANGELL Deceased Social Security No: 206-22-1883 Date of Death: 12/11/2002 · .... JJq V'tlJ.Z~.y O/ ~, in consideration AND NOW, of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary ['--'] Of Administration (c.ta.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Annette Polson in the above estate and that the instrument(s) dated 10/02/2001 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........... $ Short Certificate(s) ..... $ Renunciation ........ Affidavits ( ) .... $ Extra Pages ( ) .... $ Codicil ........... $ JCP Fee .......... $ Attorney: Shelly J. Kunkel, Esquire I.D. No: 64485 Address: Skarlatos & Zonarich LLP 204 State Street Harrisburg, PA 17101 Telephone: 717/233-1000 Inventory .......... $ Other ........... $ TOTAL ......... $ Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 LAST WILL AND TESTAMENT OF ANTHONY A. ANGELL I, ANTHONY A. ANGELL, of 312 Raven Court, Mechanicsburg, Cumberland County, Pennsylvania, 17050 being of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and revoke any Wills and codicils previously made by me. ARTICLE ONE Specific Bequest of Tangible Personal Property, I direct that all of my tangible personal property including by way of illustration and not limitation, such of the following property which I may own at the time of my decease: automobiles, furniture, furnishings, books, pictures, jewelry, china, linen, silver, clothing, household effects and personal effects, and other tangible personal property of like nature, (not including cash, securities and other property used for the production of income), together with any existing insurance thereon, shall be added to and form a part of the residue of my estate passing under ARTICLE TWO. ARTICLE TWO Residue I give, devise and bequeath all of the rest, residue and remainder of my estate of whatever nature and wherever situated, equally to my issue, per stirpes. ARTICLE THREE Taxes I direct that all estate, inheritance and other death taxes (other than any generation- skipping transfer taxes), and any interest and penalties thereon, imposed by reason of my death with respect to property subject to such taxes, whether such property passes under this Will or otherwise, and payable to any federal, state or foreign taxing authority, shall be paid to the extent ATTORNEYS AT LAW LAST WILL AND TESTAMENT OF ANTHONY A. ANGELL Page 1 possible from the assets of my residuary estate passing under ARTICLE TWO hereinabove, prior to its division into shares for beneficiaries. ARTICLE FOUR Protective Provisions The principal of my estate and any trusts created hereunder, and the income therefrom, so long as the same are held by my Executor shall not be subject to anticipation, assignment, pledge, sale or transfer in any manner, nor shall any beneficiary have power in any manner to charge or encumber his/her interest in my estate or any trust hereunder, nor shall the said interest of any beneficiary be liable or subject in any manner while in the possession of my Executor for any liability of said beneficiary, whether such liability arises from said beneficiary's debts, contracts, torts, or other engagements of any type. ARTICLE FIVE Powers of Executor In addition to and without limiting the powers conferred by case law, by statute, and by other provisions hereof, my Executor shall have the following rights and powers exercisable without the need for court approval: (A) Accept and Retain Investments. To accept and retain any form of real or personal property received by transfer, devise, bequest or otherwise without being required to diversify and without being limited to the types of investments in which fiduciaries are authorized by law to invest. This authority shall specifically include the authority to accept and retain any stock of a corporate fiduciary hereunder, or in any corporation which controls or is controlled by it, or any other corporation in which it holds any ownership interest, together with any stock dividends received thereon, or any stock acquired in the exercise of subscription rights, or received by reason of any consolidation, merger or reorganization, without liability for such retention. ATTORNEYS AT LAW LAST WILL AND TESTAMENT OF ANTHONY A. ANGELL Page 2 (B) Invest. To invest and reinvest in any form of real or personal property without limitation by any law applicable to investments by fiduciaries. (C) Voting Rights. To vote a security in person or by proxy, to participate in or consent to any merger, reorganization, dissolution, liquidation, voting trust plan, or other action affecting any securities held hereunder, and; to exercise conversion, subscription, and other rights of whatever nature. (D) Title To Property. To register or hold securities and/or other property in the name of a nominee or nominees, including that of a clearing corporation, a depository, in book entry form, or to retain securities and/or other property unregistered or in a form permitting transfer by delivery. (E) Sale, Lease and Other Dealings with Property_. To sell, from time to time, at public or private sale, exchange, lease, encumber, option or otherwise dispose of all or any portion of assets held hereunder; to make, execute and deliver deeds, mortgages, leases, assignments and other documents necessary to carry out any of the powers granted hereunder, which shall specifically include the authority to grant leases which extend beyond the period authorized by law, and; to partition, subdivide, improve and impose any restrictions on real estate held hereunder and enter into agreements concerning the partition, subdivision, improvement, zoning or management of any such real estate. (F) Borrow. To borrow money from any person or institution and pledge property as security for repayment of funds. (G) Distributions in Kind. To make distributions in cash or in kind, or partly in each, and; to allot different kinds of property to different shares without regard to differences in the income tax basis of such property. Any such designation, division, allocation, apportionment or valuation of property shall be binding and conclusive on all parties. ATTORNEYS AT LAW LAST WILL AND TESTAMENT OF ANTHONY A. ANGELL Page 3 (H) Settle Claims. To institute, prosecute and defend any and all legal proceedings; and compromise, release, adjust and/or settle any debt or claim. (I) Employment of Agents. To employ agents including attorneys, accountants, and others to perform administrative duties. (J) Disclaimer. To disclaim any interest in property which would devolve to me or to my estate by whatever means, including but not limited to the following means: as a beneficiary under a will, as an appointee under the exercise of a power of appointment, as a person entitled to take by intestacy, as a donee/beneficiary of an inter vivos transfer, as a beneficiary under any insurance policy, as a beneficiary under an individual retirement account or annuity, and as a beneficiary under any qualified or non-qualified retirement plan. (K) Property_ Distributable to Minors. Any property (whether income or principal) distributable to a beneficiary of my estate or any trust created hereunder who is under a disability may be paid directly to such beneficiary, to the parent or guardian of such beneficiary, to a custodian selected by my Executor (other than my Executor) under the Pennsylvania Uniform Transfers to Minors Act or under a similar act of any other state, or to persons caring for or having custody of such beneficiary (other than my Executor) or may be applied for such beneficiary's benefit by payment to such other persons, organizations or institutions (other than my Executor) as my Executor may select, and the receipt of any such payee shall be a full release therefor. The receipt of any such payments by any such person shall be a full acquittance of my Executor as to any amounts so paid. Any beneficiary hereunder shall be considered to be under a disability while under the age of twenty-one (21) years or at any time when, in the opinion of my Executor such beneficiary is incapacitated in any way so as to be unable to properly manage his/her affairs. SKAlllArilB & 71)NA[Igl 1 U~' ATTORNEYS AT LAW LAST WILL AND TESTAMENT OF ANTHONY A. ANGELL Page 4 ARTICLE SIX Fiduciaries (A) Executor. I appoint my daughter, ANNETTE POLSON, as Executor of this Will (my said Executor and any successor Executor or co-Executors shall be collectively referred to herein as my "Executor"). Should my said daughter die, renounce, resign, fail to qualify or cease to act as my Executor for whatever reason, I appoint my daughter, COLLEEN GIBSON, as Executor of this Will. (B) Miscellaneous. Any successor Executor shall succeed to the capacity of its predecessor without re-conveyance or transfer of property and have all of the rights, powers, authorities and discretion conferred upon the original Executor. No successor Executor shall be obligated to examine the accounts, records, or acts of a previous Executor, nor shall any such successor Executor in any way or manner be responsible for any act or omission to act on the part of any such previous Executor. No Executor serving hereunder at any time shall be required to file any bond or enter security in any Court or jurisdiction in which said fiduciary may be called upon to act. ARTICLE SEVEN Interpretation (A) Issue. Whenever the term "issue" is used herein, such term shall be interpreted to include adopted persons as well as natural persons, provided in each instance that the adoptee is under the age of eighteen (18) years at the time of adoption. Such term is also intended to include persons in gestation at any pertinent time under this Will, provided such persons survive birth by thirty (30) days. ATTORNEYS AT LAW LAST WILL AND TESTAMENT OF ANTHONY A. ANGELL Page 5 (B) Gender and Number. Where appropriate except where the context otherwise requires, whenever used herein, the singular includes and plural, the plural the singular and words of any gender shall be applicable to all genders. (C) Headings/Captions. The headings/captions of Articles, Sections and Paragraphs used herein are for convenience of reference only and shall have no significance in the construction or interpretation of this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal and caused this my Last Will and Testament, consisting of Eight (8) typewritten pages, including this attestation clause and the following Acknowledgment and Affidavit, to be executed, declared and published this 2na day of October, 2001. SKAIlATO5 & 71)NABglt up ATTORNEYS AT LAW LAST WILL AND TESTAMENT OF ANTHONY A. ANGELL Page 6 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) ) COUNTY OF DAUPHIN ) SS: I, ANTHONY A. ANGELL, the Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein expressed. ~A~q~. ANGEL~--"" ~ Sworn or affirmed to and acknowledged before me by ANTHONY A. ANGELL, the Testatrix this 2nd day of October, 2001. (~ Ct~o PmPUbi~sCion Exp:res: blLs, F~AT{B & ZONAlli(It ua' ATTORNEYS AT LAW LAST WILL AND TESTAMENT OF ANTHONY A. ANGELL Page 7 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN SS: and the witnesses, whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw ANTHONY A. ANGELL, sign and execute the instrument as the Testatrix's free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge, the Testatrix was at the time twenty-one (21) or more years of age, of sound mind and under no constraint or undue /, -- Residing at ~(f /~d,~ / 7//L . . ..... Residing at iEkSO '~ZONAIIlOt ul' LAST WILL AND TESTAMENT OF ANTHONY A. ANGELL Page 8 ~ ',~ITT.T. ANI) 'I'EST~ OF ANTHilqY A. $]KARLAT08 a ZONARICH LLP ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA (717) 233-1OO0 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: ANTHONY A. ANGELL Date of Death: December 11, 2002 Will No. 21-03-0020 To the Register: I certify that Notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiary of the above-captioned Estate on January 16, 2003: Name Kathleen O'Halloran Colleen Gibson Annette Polson Address 858 Skyblue Drive Knoxville, Tennessee 37923 1918 Monterey Drive Mechanicsburg, PA 17050 6210 Charing Cross Mechanicsburg, PA 17050 Notice has been given to all persons entitled thereto under Rule 5.6(a). Dated: Jan. 16, 2003 Signature Name: Address: Telephone: Capacity: Shelly J. Kunkel, Esquire Skarlatos & Zonarich LLP 204 State Street Harrisburg, PA 17101 (717)233-1000 Counsel for Personal Representative JOHN R. ZONARICH* ANNA MARIE SO$8ONG JOHN I~. ZONARICH GREGORY $. CHELAP SCOTT W. POHLMAN** SHELLY J. KUNKEL TODD F. TRUNTZ DAVID H. JUDY A NGELO SKARLATOS (1966-- 1981) * BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY ** ALSO ADMI'I-TED IN NEW YORK ~' ALSO ADMITTED IN NEW JERSEY ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANia 17101 (717)233-1000 TELEFAX (717)233-6740 WWW.S KAR LATOSZO N AR lC H .COM March 5, 2003 STEELTON OFFICE MECHANICS SAVINGS BUILDING, StE. 201 51 SOUTH FROnt STREET StEELTON PenNSYLVANIA 17113 (717) 939-9358 MIDDLETOWN OFFICE (717) 944-5109 WRITER'S EMAIL: sjk(~skarlatoszonarich.com Register of Wills Cumberland County Court House 1 Courthouse Square Carlisle, PA 17013 Estate of Anthony A. Angel No. 21-03-0020 Ladies/Gentlemen: Enclosed please find a check in the amount of $3,400.00 to be applied as a prepayment of inheritance taxes for the above-referenced estate. Sincerely, Estate Administrator EncloSUre COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA '17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002258 KUNKEL SHELLY J ESQUIRE 204 STATE STREET HARRISBURG, PA 17101 ........ fold ESTATE INFORMATION: SSN: 206-22-1883 FILE NUMBER: 21 03-0020 DECEDENT NAME: ANGELL ANTHONY A DATE OF PAYMENT: 03/06/2003 POSTMARK DATE: 03/05/2003 COUNTY: CUM BERLAN D DATE OF DEATH: 12/11/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $3,400.00 REMARKS: TOTAL AMOUNT PAID: SHELLY J KUNKEL ESQUIRE $3,400.00 SEAL CHECK//11 67 INITIALS: AC RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS SLARMT08 & ZONARICIt LLP ATTORNEYS AT LAW 204 StAtE Street HARRISBURG, PENNSYLVANIA 17101 Register of Wills Cumberland County Court House I Courthouse Square Carlisle, PA 17013 I,,,lli,,,lll,,,,,,ll,,li,,,Ih,,li,l,l,,,,hlh h,l,h,,,Ihi JOHN R. ZONARICH ANNA ~vlARIE SOSSONG JOHN B. ZONARICH GREGORY S. C~HELAP SCOTT W. POHLMAN** SHELLY J. KUNKEL TODD F. TRUNTZ DAVID H. JUDY ANGELO S KARLATOS (1966-- 1951) * BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY ** ALSO ADMITTED IN NEW YORK 1' ALSO ADMITTED iN NEW JERSEY SK4PdAql &ZONAPdCH LLP ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 1710! (717) 233-1000 TELEFAX (717) 233-6740 WWW.SKAR LATOSZONAR ICH .COM STEELTON OFFICE MECHANICS SAVINGS BUILDING~ STE. 201 51 SOUTH FRONT STREET STEELTON PENNSYLVANIA 17313 (717) 939-9358 MIDDLETOWN OFFICE (717) 944-5109 WRITER'S EMAIL: sjk@skarlatoszonarich.com April 25, 2003 Office of Register of Wills Cumberland County Court House 1 Courthouse Square Carlisle, PA 17013 Estate of Anthony A. Angell No. 21-2003-0020 D.O.D. 12/11/2002 Dear Ladies and Gentlemen: Enclosed for filing is the original and one copy of the Inheritance Tax Return and Inventory for the above-referenced decedent. Please "time-stamp" the extra copies and return to me in the enclosed, self-addressed and stamped envelope. Also enclosed is a check in the amount of $28.00 in payment of the filing fee. If anything further is required, please contact me. cS~ncerely, ~S~ghelly J. Ku!elff~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ILENUMBE. oE.^.T~.~:.oF~,~w.uE RESIDENT DECEDENT 21 2003 0020 .......... H_ARRfSBURG, PA 17128-0601 ..... L cO_U.N_TY CODE . yEAR NUMBER ! DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER i ANGELL, ANTHONY A. 206-22-]883 ~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST B'E FILED ;N D~,IPLICA~E WrTH ~rHE ~ i 12/11/2002 J 04/20/1930 J REGISTER OF WILLS !(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER -- ':--[] ii or~g~-n~et~rn ..... ~' ~. SupplemenialRet~rn ..... [] 3. Remainder Retui:n -(date of death-~ior to12-1-3-82i "~ u~ ;i [] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after ~ ~ "~ 12-12-82) [] 5. Federal Estate Tax Return Required ~ o o [] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach 8. Total Number of Safe Deposit Boxes copy of Trust) < [] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between [] 11. Election to tax under Sec. 9113(A) (Attach Sch O) ................. 12-31-91 and 1-1-95 I COMPLETE MAILING ADDRESS , ,- Shelly J. Kunkel ~ ~ :,RM NAME (If applicable) Skarlatos & Zonarich [,LP ~ 204 State Street 'EL~E-PH-oNE NUMB~EF~ ..... I Harrisburg, PA 1710 ] 7! 7/233-]000 1. Real Estate (Schedule A) (1) Non~ 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None~i :~ ,.,~ 4. Mortgages & Notes Receivable (Schedule D) (4) None . 5.(ScheduleCaSh' BankE)Deposits & Miscellaneous Personal Property (5) 20,3-23.3 8 ',..' 6. Jointly Owned Property (Schedule F) (6) 47 ] .04 p: c~ [] Separate Billing Requested  7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 70,4 ] 6.05 (Schedule G or L) <~- 8. Total Gross Assets (total Lines 1-7) (8) 9 ] ,2 | 0.47 -' 9. Funeral Expenses & Administrative Costs (Schedule H) (9) ! 4,242.47 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 652.6.5 11. Total Deductions (total Lines 9 & 10) (11 ) ! 4,895.12 12. Net Value of Estate (Line 8 minus Line 11) (12) 76,3 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 76,315.35 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) _o 16.Amount of Line 14 taxable at lineal rate 76,3 ] 5.35 x .045 (16) ~ 17.Amount of Line 14 taxable at sibling rate (17) o x .12 ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 3,434.19 20. [] >> BE:SURE TO ANSER A~L;QUE$~0~ON;REVERSE SIDE ~D RECHECK MATH<< Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: j~TREET ADDRESS 312 Raven Court Mechanicsburg ISTATE PA ziP 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty 3,400.00 171.71 Total Credits (A + B + C) Total Interest/Penalty (D + E) (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 1 Line 20 to request a refund 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 (1) 3,43~4.19 (2) 3,571.71 0.00 137.52 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 G AND FILE IT AS PART OF THE RETURN. Un~le; pellalti--es-of perju~ I declar-e-that-I h~v~ examine-d this ret~m~ inclu~in--~-accompanyi-ng sche~ies and statements, and to the-~est of m~ knowledge and belief it is true ..... act and complete· Declaration of preparer ot~er than the personal representative is based on all information of which preparer has any knowledge. S~-NAT'~JRE OF PERSON RESPONSICLE FOR FILING RET'URN ADDRESS ..... DATE - An, nerVe Polso~ . / ::' } ~---' 6210 Charing Cross ~I'~'~t~:~t~:)N-'R~S~)NS~E FOR FILINg' RE"i?~,~ ~ 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 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not 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. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.  SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF 'FILE NUMBER ANGELL, ANTHONY A. 21 - 2003 - 0020 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER 1 2 3 4 5 6 7 8 9 10 11 12 DESCRIPTION Commerce Bank Checking Account No. 513308502 (per verification letter attached hereto as Schedule E Commerce Bank Checking Account No. 513308502 (accrued interest to DOD per verification letter attached hereto as Schedule E) Verizon - Refund SICO - Refund Proceeds from sale of Parkwood Trailer (per Bill of Sale attached hereto as Schedule E) Proceeds from sale of 1989 Chevrolet Camaro (per Bill of Sale attached hereto as Schedule E) HGS Administrators - Refund of health insurance premium Adams Electric Cooperative, Inc. - Patronage Capital Retirement New Perspective Mutual Fund Account No. 941509344 (per verification attached hereto as Schedule E) Capital Income Builder Mutual Fund Account No. 953897288 (per verification attached hereto as Schedule E) Smallcap World Fund Mutual Account No. 980953221 (per verification attached hereto as Schedule E) New World Fund Mutual Account No. 993333777 (per verification attached hereto as Schedule E) TOTAL (Also enter on Line 5, Recapitulation) VALUE AT DATE OF DEATH 2,307148 0.39 7.59 10.21 6,000.00 200.00 36.50 16.89 2,678.19 7,722.83 522.12 821.18 20,323.38 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ANGELL, ANTHONY A. SCHEDULE F JOINTLY-OWNED PROPERTY i FILE NUMBER ! 21 - 2003 - 0020 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A Colleen Gibson 1918 Monterey Drive Daughter Mechanicsburg, PA 17050 JOINTLY OWNED PROPERTY: .... ~ i DESCRIPTION OF PROPERTY ITEM [FoL~TJ-(~i~T ~AA~)~ [Include name offinancia, institution and bank account number DATE OF DEATH I d/-°2~e I DA,T[,O,,F~D,,E~ATH NUMBER ! TENANT .IOIIqT ]or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET ........... estate m'~-~-~II DECEDENT'S INTEREST 1 A 05/04/1989 ] Commerce Bank Checking Account No. 021006249 941.93! 50% 470.97 05/04/1989 (per verification letter attached hereto as Schedule F) A Commerce Bank Checking Account No. 032006249 (accrued interest to DOD per verification letter attached hereto as Schedule F) 0.35 20% 0.07 TOTAL (Also enter on line 6, Recapitulation) 471.04 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ANGELL, ANTHONY A. SCHEDULE G I INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY / FILE NUMBER 21-2003-0020 DESCRIPTION OF PROPERTY % OF ITEM Include the name of the transferee, their relationship to decedent and the date of transfer. ! DATE OF DEATH iVALUE OF ASSET DECD'S NUMBER Attach a copy of the deed for real estate, i INTEREST 1 - Allian~ id~ai ~ndex 75- NQi Anm~i~-~ccount No. 6~1~2! 14,809.74' ~ (transferred at DOD to decedent's three daughters, Colleen ~ Gibson, Annette Polson and Kathleen O'Halloran - per [ verification attached hereto as Schedule G) 2 Panorama Premier - NQ, Annuity Account No. 11,609.86 PAN9316076 (transferred at DOD to decedent's three i daughters, Colleen Gibson, Annette Polson and Kathleen O'Halloran - per verification attached hereto as Schedule G)! 3 ~ Allianz Ideal Index 75 - IRA Account No. 6800412 17,643.08 (transferred at DOD to decedent's three daughters, Colleen ! Gibson, Annette Polson and Kathleen O'Halloran, per : verification attached hereto as Schedule G) 4 Panorama Premier - IRA Account No. PAN9316149 13,509.07 ' (transferred at DOD to decedent's three daughters, Colleen Gibson, Annette Poison and Kathleen O'Halloran, per verification attached hereto as Schedule G) This schedule must be completed and filed if the answer to any of questions 1 throu Ih 4 on _p_a_ge 2~is yes. 12,844.30[ A.F. Cash Management Trust - IRA Account No. 61662217 (transferred at DOD to decedent's daughter, Kathleen O'Hailoran and decedent's grandchildren, Jennifer N. Gibson, Christopher D. Gibson, Conner A. Gibson and Lauren M. Polson, per verification attached hereto as Schedule G) EXCLUSION [ TAXABLE VALUE IF APPLICASLE).. 14,809.74 11,609.86 17,643.08 13,509.07 12,844.30 [ I TOTAL (Also enter on line 7, Recapitulation) [ 70,416.05 COMMONWEALTH OF PENNSYLVAN~ RESIDENT DECEDENT I FILE NUMBER ESTATE OF ANGELL, ANTHONY A. i 21 - 2003 - 0020 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. 1 2 FuNeRAL EX~ENs-ES: Neill Funeral Home Priest for Funeral Service Organist for Funeral Service Funeral Clothing DESCRIPTION AMOUNT 7,576.35 300.00 150.00 149.58 ADMINISTRATIVE COSTS: Personal Representative's Commissions Annette Poison Social Security Number(s) / EIN Number of Personal Representative(s): Street Address 6210 Charing Cross City Mechanicsburg State PA Zip 17050 Year(s) Commission paid Attorney's Fees Skarlatos & Zonarich LLP Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent Probate Fees Register of Wills State ~ Zip Accountant's Fees Tax Return Preparer's Fees David S. Baboian, CPA - Preparation of 2002 Income Tax Returns Other Administrative Costs Cumberland Law Journal - Advertise Letters Testamentary PPL - Electric bill, 312 Raven Court, Mechanicsburg Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 1,250.00 3,500.00 106.00 119.00 75.00 104.81 911.73 14,242.47 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Schedub H Funeral Expenses & ESTATE OF 3 4 5 6 7 8 9 10 ANGELL, ANTHONY A. Verizon - Phone bill, 312 Raven Court, Mechanicsburg The Sentinel - Advertise Letters Testamentary SICO - Fuel oil, 312 Raven Court, Mechanicsburg The Patriot-News - Advertisement of Trailer for Sale RVG Management - Lot Rent, 312 Raven Court, Mechanicsburg RVG Management - Water bill, 312 Raven Court, Mechanicsburg Filing Fee for Receipt, Release and Indemnification Agreements Filing Fee for Inheritance Tax Remm and Inventory FILE NUMBER 21 2003-0020 34.16 98.69 238.48 131.10 320.00 33.30 28.00 28.00 Page 2 of Schedule H COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ANGELL, ANTHONY A. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 - 2003 - 0020 Include unreimbursed medical expenses. ITEM NUMBER ! 3 4 $ 6 7 8 DESCRIPTION PPL - Electric bill, 312 Raven Court, Mechanicsburg American Express - Account Balance Discover Card - Account Balance RVG Management - Lot Rent, 312 Raven Court, Mechanicsburg Comcast Cable - balance due, 312 Raven Court, Mechanicsburg Figi's - Balance Due RVG Management- Water bill, 312 Raven Court, Mechanicsburg Kathryn W. Fetrow, Treasurer - 2003 Co/Twp. R/E Tax TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 60.84 48.20 96.40 320.00 15.46 79.87 16.65 15.23 652.65 REV-l$13 EX+ (9-00) COMMONWEALTH OF PENNSYLV^NI^ INHERITANCE TAX RETURN RESIDENT D~=CF:DENT SCHEDULE J BENEFICIARIES ESTATE OF ANGELL, ANTHONY A. ~FILE NUMBER 21 - 2003 - 0020 NUMBER II. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) Kathleen O'Halloran 858 Skyblue Drive Knoxville, Tennessee 37923 Colleen Gibson 1918 Monterey Drive Mechanicsburg, PA 17050 Annette Poison 6210 Charing Cross Mechanicsburg, PA 17050 Jennifer N. Gibson Christopher D. Gibson Conner A. Gibson RELATIONSHIP TO [ AMOUNT OR SHARE DECEDENT I _ ~o~[otust~ust~s)~ ~ __OFESTATE _. _ Daughter iCash 2,568.86 l One-third of Estate .Residue Daughter Daughter One-third of Estate Residue One-third of Estate Residue Granddaughter Cash Grandson Cash Grandson Cash 2,568.86 2,568.86 2,568.86 See Continuation Schedule(s) attached I Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheeti NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT I BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV~1500 COVER SHEET! COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES continued ESTATE OF ANGELL, ANTHONY A. FILE NUMBER 21 - 2003 - 0020 I ' RELATIONSHIP TO NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT Do Not List Trustee(s) [include outright spousal distributions, and transfers under Io Sec. 9116(a)(1.2)] 7 TAXABLE DISTRIBUTIONS Lauren M. Poison Granddaughter AMOUNT ORSHARE OF ESTATE !Cash 2,568.86 Page 2 of Schedule J ESTATE OF ANTHONY A. ANGELL FILE NO. 21 - 2003 - 0020 INHERITANCE TAX RETURN - SCHEDULE E Commerce Bank~ February 7, 2003 Skarlatos & Zonarich LLP Attorneys At Law 204 State St Harrisburg, PA 17101 RE: Estate of: Anthony A Angell Social Security #: 206-22-1883 Date of Death: December 11, 2002 Dear Sir/Madam: In reference to the letter regarding the above mentioned Estate, we would like to inform you of the information that we have researched and found. Type: Checking Account #: 032006249 Date Opened: 5/4/89 Primary Owner: Anthony A Angell Secondary Owner: Colleen Gibson Date of Death Balance: $941.93 Accrued Interest: $.35 Type: Checking Account #: 51~308502 Date Opened: 3/25/02 Primary Owner: Anthony A Angell Power of Attorney: Annette Polson Date of Death Balance: $2,307.48 Accrued Interest: $.39 If there are any questions or additional information that is needed, please feel free to contact me at (717) 795-7118 ext. 3151. Sincerely, wanda J. Mo~is CIF Associ~ate .) Commerce Bank / Harrisburg, N.A. P,O. Box 8599 100 Senate Avenue Camp Hill, Pennsylvania 17001-8599 MANUFACTURED HOME BTLL OF SALE (Page 1of2) IN CONSIDERATION of the sum orS received by //,./~-/~'Z/~ /~-~.~X./ ' ~(~. 2'~/~ ~ ~,~Y~>-~ ~.Y- , (['SELLER") whose address is ~:~/~? ~//~,f:t receipt and sufficiency of wh-i~h a~e hereby acl~n~wle~lged, SELLER(s) grants~ s~lls~ c~nveys, transfers and delivers to BUYERthe following Manufactured home: MANUFACTURER: f~ , MODEL: SER;[AL NUMBER;, SIZE: CURREN/~,,LOCATZON OF HOHE: To have and to hold the same unto BUYERand BUYER'S executors, administrators, and assigns, forever. Manufactured Home is sold together with an equal interest in all the fixtures, accessories and equipment and all other necessaries thereto appertaining and belonging except: SELLER warrants that Manufactured Home is sold free and clear from any lien, security interest, mortgage or other encumbrance, except; a lien by ., ("LIEN HOLDER"). SELLER warrants to BUYER that SELLER is the legal and true owner of the Manufactured Home and that SELLER has the right to sell the Manufactured Home. SELLER will defend Manufactured HOme against any claims or demands, except any previously mentioned lien (if any)'. ? The Manufactured Home is sol ~c~'~'S"~jth no express or implied warranties .or .representations .havin~j :beeCh'made by Selle~ to .Buyer. BU~/~ITIALS ? ~ .e ;~ ~he fa~~ MANUFACTURED HOME BZLL OF SALE ( Page 2 of 2 ) iN WITNESS WHEREOF, SELLER has hereunto executed and delivered this Manufactured Home Bill of Sale this "-'~ - ~. ~:~ "~--/'~,~ ("Date"). (Signature of SELLER) (Signature of SELLER) County of ~___ //~-z _~//~~__~ The foregoing instrument was acknowledged before me thisc~'C~ day of f~ br~l~LO~, and year by ~ ~ ~.~. ~ ~ ~ ~ (name of SELLER), j~~ or who h~ produced ~fl V~% ~ ~~ as identification. L~rJ Ann Du~., Not~ Public ~ ~ ,/ Silve~_gp~ ~p., Cumberland Coumy My co~ission Expires Oct 31 2~ am..~.~ Pc.~,,~ ....... t, ......... '""*~o~,e~ t~'gnature of pe&on tak~n~ac~dgment (Notary Public) ~ame tv~ed, ~dnted, or sta~e~ -- State of County of The foregoing instrument was acknowledged before me this ~ day of and year by (name of SELLER), who is personally known to me or who has produced as identification. Signature of person taking acknowledgment (Notary Public) Name typed, printed, or stamped 717'770-1260 ~.~ d.5 5/4 7 7 65 DREXEL PLACE , . , r3_,-~ ~ _ NEW CUMBERL/X~D PA 1~,7~^ . ~ ..... 6o-0o99/2315 L~: ~ 3 & 380clct?,: OOO I, 1, ~,& ~0~I,' Bt,?? i 2000 LIBERTY ENTERPRISES Car dealers hate uS... Youll love us!TM '~ Seller's Name: Co-Owner: City: state: B! Co-Owner: Address: ~ '~ ~ ~ ~,c,~,~,~/ Ci~: ~. / / ~ I ~ ~ S=~: ~A -Zip Code: / ~/,~ Description Of Vehicle Being Sold' Year: Model Description: Body Style: (2 Dr., 4 Dr., etc.) VIN#: (Vehicle ID Number) Make: ~.~,'f~o b~ Color: # of Cylinders: State Title #: ,~ ~ ~,~ ~.~.~ ~_~.~_~ Odometer Reading: //~.~ ~'_~ Miles to the BUYER. The ow~lp of this vehicle. Signatures SELLER and BUYER agree that to the best of their knowledge, all the information on this Bill Of Sale is correct. The SELLER has,~eceived ppyptept~rom the BUYER and hereby transfers ownership of this vehicle to the BUYER. Signatur~ of SELLER ¢1 .: ~ Date Sig;tature o-f BUYER ¢1 ' Date Signature of SELLER #2 Date Signature of BUYER Date Copyd¢~t © 1999-2001 ConsumerNet, Inc. All Rights Reserved. -- NATHAN R COLE JENNIFER M COLE 501 WINDY HILL RD LOT 145 SHERMANSDALE, PA 17090 Payto,heT~~ :r/..-/ ~/J MEMBERS 1ST FEDERAL CREDIT UNION P.o. ~X ~o 0864 MECHANI~SBURG, PA 17055 .:,~ ,: . ' [t . / / m:2~22h[m:O~ "'2~2 CHECKS 2001 1 800562 8768 WWW IMAG~CHECKS COW KELLOGG S BEST TO YOU z (5 (5 (5 (5 Zu. O0 ZI-- 0 0 ESTATE OF ANTHONY A. ANGELL FILE NO. 21 - 2003 - 0020 INHERITANCE TAX RETURN - SCHEDULE F Commerce Bank. February 7, 2003 Skarlatos & Zonarich LLP Attorneys At Law 204 State St Harrisburg, PA 17101 RE: Estate of: Anthony A Angell Social Security #: 206-22-1883 Date of Death: December 11, 2002 Dear Sir/Madam: In reference to the letter regarding the above mentioned Estate, we would like to inform you of the information that we have researched and found. Type: Checking Account #: 032006249 Date Opened: 5/4/89 Primary Owner: Anthony A Angell Secondary Owner: Colleen Gibson Date of Death Balance: $941.93 Accrued Interest: $.35 Type: Checking Account #: S13308502 Date Opened: 3/25/02 Primary Owner: Anthony A Angell Power of Attorney: Annette Polson Date of Death Balance: $2,307.48 Accrued Interest: $.39 If there are any questions or additional information that is needed, please feel free to contact me at (717) 795-7118 ext. 3151. Sincerely, Wanda J. Moz~is CIF Associate Commerce Bank / Harrisburg, N.A. P.O. Box 8599 100 Senate Avenue Camp Hill, Pennsylvania 17001-8599 ESTATE OF ANTHONY A. ANGELL FILE NO. 21 - 2003 - 0020 INHERITANCE TAX RETURN - SCHEDULE G : ., o Pagel ofl Shell), J. Kunkel, Esq. From: To: Sent: Subject: "Chris McNulty" <cmcnultyi~finsvcs.com> <sjk@skarlatoszonarich.com> Tuesday, March 04, 2003 7:14 AM Anthony A. Angell, Jr. Shelly, here is the further information you need regarding Tony Angell's annuities. All values shown are as of the date of death: Allianz Ideal Index 75 - IRA Account # 6800412 $17,643.08 Allianz Ideal Index 75 - NQ Account # 6814362 $14,809.74 Panorama Premier - NQ Account # PAN9316076 $11,609.86 Panorama Premier - IRA Account # PAN9316149 $13,509.07 If you need any further information, please do not hesitate to call me at 763-7365. Chris McNulty Assistant to Robert Langan This e-mail transmission may contain information that is proprietary, privileged and/or confidential and is intended exclusively for the person(s) to whom it is addressed. Any use, copying, retention or disclosure by any person other than the intended recipient or the intended recipient's designees is strictly prohibited. If you are not the intended recipient or their designee, please notify the sender immediately by return e-mail and delete all copies. Page 1 of 1 Shelly J. Kunkel~ Esq. From: To: Sent: Subject: "Chris McNulty" <cmcnulty@finsvcs.com> <sjk@skarlatoszonarich.com> Tuesday, March 04, 2003 7:35 AM Anothy A. Angell, Jr. Shelly, here is the last of Tony's accounts. Again, I apologize for the confusion. Death: A.F. Cash Management Trust Account it 61662217 $12,844.30 The value below is as of Date of Chris McNulty Assistant to Robert Langan This e-mail transmission may contain information that is proprietary, privileged and/or confidential and is intended exclusively for the person(s) to whom it is addressed. Any use, copying, retention or disclosure by any person other than the intended recipient or the intended recipient's designees is strictly prohibited. If you are not the intended recipient or their designee, please notify the sender immediately by return e-mail and delete all copies. 3/4/03 ESTATE OF ANTHONY A. ANGELL FILE NO. 21 - 2003 - 0020 INHERITANCE TAX RETURN LAST WILL AND TESTAMENT LAST WILL AND TESTAMENT OF ANTHONY A. ANGELL I, ANTHONY A. ANGELL, of 312 Raven Court, Mechanicsburg, Cumberland County, Pennsylvania, 17050 being of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and revoke any Wills and codicils previously made by me. ARTICLE ONE Specific Bequest of Tangible Personal Property I direct that all of my tangible personal property including by way of illustration and not limitation, such of the following property which I may own at the time of my decease: automobiles, furniture, furnishings, books, pictures, jewelry, china, linen, silver, clothing, household effects and personal effects, and other tangible personal property of like nature, (not including cash, securities and other property used for the production of income), together with any existing insurance thereon, shall be added to and form a part of the residue of my estate passing under ARTICLE TWO. ARTICLE TWO Residue I give, devise and bequeath all of the rest, residue and remainder of my estate of whatever nature and wherever situated, equally to my issue, per stirpes. ARTICLE THREE Taxes I direct that all estate, inheritance and other death taxes (other than any generation- skipping transfer taxes), and any interest and penalties thereon, imposed by reason of my death with respect to property subject to such taxes, whether such property passes under this Will or otherwise, and payable to any federal, state or foreign taxing authority, shall be paid to the extent ATTORNEYS AT LAW LAST WILL AND TESTAMENT OF ANTHONY A. ANGELL Page ! possible from the assets of my residuary estate passing under ARTICLE TWO hereinabove, prior to its division into shares for beneficiaries. ARTICLE FOUR Protective Provisions The principal of my estate and any trusts created hereunder, and the income therefrom, so long as the same are held by my Executor shall not be subject to anticipation, assignment, pledge, sale or transfer in any manner, nor shall any beneficiary have power in any manner to charge or encumber his/her interest in my estate or any trust hereunder, nor shall the said interest of any beneficiary be liable or subject in any manner while in the possession of my Executor for any liability of said beneficiary, whether such liability arises from said beneficiary's debts, contracts, torts, or other engagements of any type. ARTICLE FIVE Powers of Executor In addition to and without limiting the powers conferred by case law, by statute, and by other provisions hereof, my Executor shall have the following rights and powers exercisable without the need for court approval: (A) Accept and Retain Investments. To accept and retain any form of real or personal property received by transfer, devise, bequest or otherwise without being required to diversify and without being limited to the types of investments in which fiduciaries are authorized by law to invest. This authority shall specifically include the authority to accept and retain any stock of a corporate fiduciary hereunder, or in any corporation which controls or is controlled by it, or any other corporation in which it holds any ownership interest, together with any stock dividends received thereon, or any stock acquired in the exercise of subscription rights, or received by reason of any consolidation, merger or reorganization, without liability for such retention. ATTORNEYS AT LAW LAST WILL AND TESTAMENT OF ANTHONY A. ANGELL Page 2 (B) Invest. To invest and reinvest in any form of real or personal property without limitation by any law applicable to investments by fiduciaries. (C) Voting Rights. To vote a security in person or by proxy, to participate in or consent to any merger, reorganization, dissolution, liquidation, voting trust plan, or other action affecting any securities held hereunder, and; to exercise conversion, subscription, and other rights of whatever nature. (D) Title To Property. To register or hold securities and/or other property in the name of a nominee or nominees, including that of a clearing corporation, a depository, in book entry form, or to retain securities and/or other property unregistered or in a form permitting transfer by delivery. (E) Sale, Lease and Other Dealings with Property. To sell, from time to time, at public or private sale, exchange, lease, encumber, option or otherwise dispose of all or any portion of assets held hereunder; to make, execute and deliver deeds, mortgages, leases, assignments and other documents necessary to carry out any of the powers granted hereunder, which shall specifically include the authority to grant leases which extend beyond the period authorized by law, and; to partition, subdivide, improve and impose any restrictions on real estate held hereunder and enter into agreements concerning the partition, subdivision, improvement, zoning or management of any such real estate. (F) Borrow. To borrow money from any person or institution and pledge property as security for repayment of funds. (G) Distributions in Kind. To make distributions in cash or in kind, or partly in each, and; to allot different kinds of property to different shares without regard to differences in the income tax basis of such property. Any such designation, division, allocation, apportionment or valuation of property shall be binding and conclusive on all parties. ATTORNEYS AT LAW LAST WILL AND TESTAMENT OF ANTHONY A. ANGELL Page 3 (H) Settle Claim___~s. To institute, prosecute and defend any and all legal proceedings; and compromise, release, adjust and/or settle any debt or claim. (I) Employment of Agent_s. To employ agents including attorneys, accountants, and others to perform administrative duties. (J) Disclaimer. To disclaim any interest in property which would devolve to me or to my estate by whatever means, including but not limited to the following means: as a beneficiary under a will, as an appointee under the exercise of a power of appointment, as a person entitled to take by intestacy, as a donee/beneficiary of an inter vivos transfer, as a beneficiary under any insurance policy, as a beneficiary under an individual retirement account or annuity, and as a beneficiary under any qualified or non-qualified retirement plan. (K) Pror)erty Distributable to Minor.5. Any property (whether income or principal) distributable to a beneficiary of my estate or any trust created hereunder who is under a disability may be paid directly to such beneficiary, to the parent or guardian of such beneficiary, to a custodian selected by my Executor (other than my Executor) under the Pennsylvania Uniform Transfers to Minors Act or under a similar act of any other state, or to persons caring for or having custody of such beneficiary (other than my Executor) or may be applied for such beneficiary's benefit by payment to such other persons, organizations or institutions (other than my Executor) as my Executor may select, and the receipt of any such payee shall be a full release therefor. The receipt of any such payments by any such person shall be a full acquittance of my Executor as to any amounts so paid. Any beneficiary hereunder shall be considered to be under a disability while under the age of twenty-one (21) years or at any time when, in the opinion of my Executor such beneficiary is incapacitated in any way so as to be unable to properly manage his/her affairs. ATTORNEYS AT LAW LAST WILL AND TESTAMENT OF ANTHONY A. ANGELL Page 4 ARTICLE SIX Fiduciaries (A) Executor. ! appoint my daughter, ANNETTE POLSON, as Executor of this Will (my said Executor and any successor Executor or co-Executors shall be collectively referred to herein as my "Executor"). Should my said daughter die, renounce, resign, fail to qualify or cease to act as my Executor for whatever reason, I appoint my daughter, COLLEEN GIBSON, as Executor of this Will. (B) Miscellaneous. Any successor Executor shall succeed to the capacity of its predecessor without re-conveyance or transfer of property and have all of the rights, powers, authorities and discretion conferred upon the original Executor. No successor Executor shall be obligated to examine the accounts, records, or acts of a previous Executor, nor shall any such successor Executor in any way or manner be responsible for any act or omission to act on the part of any such previous Executor. No Executor serving hereunder at any time shall be required to file any bond or enter security in any Court or jurisdiction in which said fiduciary may be called upon to act. ARTICLE SEVEN Interpretation (A) Issue. Whenever the term "issue" is used herein, such term shall be interpreted to include adopted persons as well as natural persons, provided in each instance that the adoptee is under the age of eighteen (18) years at the time of adoption. Such term is also intended to include persons in gestation at any pertinent time under this Will, provided such persons survive birth by thirty (30) days. ATTORNEYS AT LAW LAST WILL AND TESTAMENT OF ANTHONY A. ANGELL Page 5 (B) Gender and Number. Where appropriate except where the context otherwise requires, whenever used herein, the singular includes and plural, the plural the singular and words of any gender shall be applicable to all genders. (C) Headings/Captions. The headings/captions of Articles, Sections and Paragraphs used herein are for convenience of reference only and shall have no significance in the construction or interpretation of this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal and caused this my Last Will and Testament, consisting of Eight (8) typewritten pages, including this attestation clause and the following Acknowledgment and Affidavit, to be executed, declared and published this 2nd day of October, 2001. ' AnN'T~ONY A. XNGE~LL SKAi~AT¢~& ZONAI~]-I Iii, LAST WILL AND TESTAMENT OF ATTORNEYS AT LAW ANTHONY A. ANGELL Page 6 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF DAUPHIN ) I, ANTHONY A. ANGELL, the Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein expressed. -'ANTHONY'. ANGELE ..... Sworn or affirmed to and acknowledged before me by ANTHONY A. ANGELL, the Testatrix this 2nd day of October, 2001. Notary Public My Commission Expires: ATTORNEYS AT LAW LAST WILL AND TESTAMENT OF ANTHONY.4. ANGELL Page 7 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) ) COUNTY OF DAUPHIN ) SS: and 4 . ._ the witnesses, whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw ANTHONY A. ANGELL, sign and execute the instrmnent as the Testatrix's free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge, the Testatrix was at the time twenty-one (21) or more years of age, of sound mind and under no constraint or undue ~ ' , i ' . ' ' ~ ~ ' Residing at - Residing at /~~~ (::~ Swo~ or~=ed to =d ~ow~edged be~ore~ b~ ~off ~,~ ' 'NOTARIAl. SF_kL DANIEL M. HARTMAN, NOTARY tqJB[I~ HARRISBURG, DAUPHIN COUNIY MY COMMI~ION EXPIRES/I/ff 5, 2005 ( , the witnesses, Notary Public ,~-.-? My Commission Expires: LAST WILL AND TESTAMENT OF ANTHONY A, ANGELL Page 8 Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of ANGELL, ANTHONY A. also known as No. 21 -2003 - 0020 Date of Death 12/11/2002 , Deceased Social Se.curity No. 206-22-1883 Annette Poison The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the ~o]lowing Inveni0ry include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. INVe verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Attorney: I.D. No.: ersonal Representative' Shelly J._.Kunke_l_ Signature: ~.nnette 64485 Signature: Signature: Address: 204 State Street Harrisburg, PA 17101 Address: 6210 Charing Cross Mechanicsburg, PA 17050 Telephone: 717/233-1000 Personal Property Telephone: 717-790-0990 Dated: Commerce Bank Checking Account No. 513308502 (per verification letter attached hereto as Schedule E) 2,307.48 Commerce Bank Checking Account No. 513308502 (accrued interest to DOD per verification letter attached hereto as Schedule E) 0.39 Verizon - Refund 7.59 SICO - Refund 10.21 Proceeds from sale of Parkwood Trailer (per Bill of Sale attached hereto as Schedule E) 6,000.00 Proceeds from sale of 1989 Chevrolet Camaro (per Bill of Sale attached hereto as Schedule E) 200.00 HGS Administrators - Refund of health insurance premium 36.50 Adams Electric Cooperative, Inc. - Patronage Capital Retirement 16.89 (Attach additional sheets if necessary) Total Personal Property and Real Estate $20,323.38 Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of ANGELL, ANTHONY A. also known as continued , Deceased No. 21 - 2003 - 0020 Date of Death 12/11/2002 Social Security No. 206-22-1883 New Perspective Mutual Fund Account No. 941509344 (per verification attached hereto as Schedule E) 2,678.19 Capital Income Builder Mutual Fund Account No. 953897288 (per verification attached hereto as Schedule E) Smallcap World Fund Mutual Account No. 980953221 (per verification attached hereto as Schedule E) New World Fund Mutual Account No. 993333777 (per verification attached hereto as Schedule E) 7,722.83 522.12 821.18 Total Personal Property $20,323.38 2 BUREAU OF ZNDZVTDUAL TAXES ZNHERZTANCE TAX DTVTSTON DEPT. Z80601 HARRZSBURG, PA 171Z8-0601 COHNON#EALTH OF PENNSYLVANZA DEPARTNENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLOWANCE OR DZSALLOWANCE OF DEDUCTZONS AND ASSESSHENT OF TAX REV-1G~i? EX AFP (01-OS) SHELLY J KUNKEL SKARLATOS & ZONARZCH 204 STATE ST '03 JUN-~ All :50 DATE ESTATE OF DATE OF DEATH FZLE NUNBER COUNTY ACN 06-05-2003 ANGELL 1Z-11-2002 21 03-0020 CUHBERLAND 101 Aeount Reeit'l:ad ANTHONY A HAKE CHECK PAYABLE AND RENZT PAYHENT TO: REGTSTER OF I/TLLS CUHBERLAND CO COURT HOUSE CARLI'SLE, PA 17013 CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS ~ REV-15&7 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRATSENENT, ALLO#ANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSNENT OF TAX ESTATE OF ANGELL ANTHONY A FZLE NO. 21 03-0020 ACN 101 DATE 06-03-2003 TAX RETURN WAS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORZGZNAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds {Schedule B) (2) 5. Closely Held Stock/Partnership Interest (Schedule C) ($) ~. Nortgages/Notes ReceivabZe (Schedule D) (~) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (E) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule D) (7) 8. Total Assets APPROVED DEDUCTZONS AND EXEHPTZONS: 9. Funeral Expanses/Ada. Costs/Nisc. Expanses (Schedule H) (9) 10. Debts/Hortgage Liabilities/Liens (Schedule Z) (10) 11. Total Deductions 12. Nat Value of Tax Return ZO~323.$8 471.04 .00 NOTE: To insure proper .00 credit to your account, .00 subeit the upper port/on .00 of this fore with your tax payeent. 70/416.05 (8) 652.65 91,210.~,7 (11) 14.895.12 (12) 76,315.35 15. 1~. NOTE: Charitabla/Govarneantal Bequests; Non-elected 9115 Trusts (Schedule J) (15) Nat Value of Estate Sub,~ect to Tax (1~) :;f an assessment was lssued previously, lines 14, 15 and/or 16, 17, reflect figures that lnclude the total of ALL returns assessed to date. .00 76,315.35 18 and 19 will (L$) .00 x O0 = .00 (LB) 76,315.35 x 045= 3,434.19 (27) .00 x 12 = .00 (~B) .00 x 15 = .00 (zg)= 3,434.19 ANOUNT PAZD ASSESSHENT OF TAX: 15. Aeount of Line lq at Spousal rate 16. Aeount of Line 1~ taxable at Lineal/Class A rate 17. Aeount of Line lq at Sibling rata 18. Aeount of Line 1~ taxable at Collateral/Class B rata 19. Prlncipal Tax Due TAX CREDZTS: PAYHENT RECEI'pI' D/SCOUNT DATE NUHBER INTEREST/PEN PAZD (-) 03-05-2003 CDOOZZ58 171.71 3,400.00 TOTAL TAX CREDZT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULAT/ON OF ADD[T/ONAL /NTEREST. 3,571.71 137.52CR .00 137.SZCR ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REQUZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORN FOR ZNSTRUCTZONS.) RESERVATION: Estates of decedents dying on or before December 1Z, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for life ar for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the laeful Class 8 (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADHIN- ISTRATZVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZI~O of the Inheritance and Estate Tax Act, Act 25 of ZOOO. (TI P.S. Section 91~0). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF #ILLS, AGENT A refund of a tax credit, which #as not requested on the Tax Return, may ba 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 Hills, any of the ZS Revenue District Offices, or by calling the special Z~-hour answering service for forms ordering: 1-800-SSI-Z050; services for taxpayers aith special hearing and / or speaking needs: 1-800-~7-SOZ0 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --#ritten protest to the PA Department of Revenue, Board of Appeals, Dept. ZSIOZ1, Harrisburg, PA 171Z8-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in ariting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid eithin three (5) calendar months after the dscadent's death, a five percent (eX) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal tho tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January l, 1982 bear interest at the rate of six (SI) percent par annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rats which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOS are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOZ .0005~8 1987 9Z .O00Z~7 1999 7Z .000192 1985 16Z .000~58 1988-1991 llX .000501 2000 8Z .O00Z19 198~ llZ .000S01 199Z 9X .O00Z~7 2001 9X .O00Z~7 1985 15Z .000556 1995-199q 7Z .O0019Z ZOOZ 6Z .00016~ 1986 lOZ .00027~ 1995-1998 9Z .000Z47 ZOOS 5Z .000157 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES /NHER/TANCE TAX DIVISION DEPT. 280601 HARRISBURG,. PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT '03 JUL 28 SHELLY J KUNKEL SKARLATOS ~ ZONARTCH 204 STATE ST ~::-'; HBG PA 17101[,t,! ~DATE 06-50-2005 ESTATE OF ANGELL DATE OF DEATH 1Z-II-ZOO2 ~LE NUMBER Z! 03-0020 :~bUNTY CUMBERLAND ACN ~0! Amount Rem i'l:'lced REV-i&O? EX AFP Col-ns) ANTHONY A MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE~ PA 17013 NOTE: To insure proper credL~ ~o your accoun~ subm/~ ~he upper pore/on of ~h/s form wL~h your ~ax payment. CUT ALONG THIS LINE ~'~ RETAIN LOWER PORTION FOR YOUR RECORDS -.~ REV-1607 EX AFP (01-03) ### INHERITANCE TAX STATEMENT OF ACCOUNT ESTATE OF ANGELL ANTHONY A FILE NO. 21 03-OOZO ACN 101 DATE 06-30-2005 TH'rS STATEHENT TS PROV'rDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACH TN THE NAHED ESTATE. SHONN BELO# TS A SUHNARY OF THE PR/NC/PAL TAX DUE,, APPL/CATZON OF ALL PAYMENTS, THE CURRENT BALANCE, AND,, TF APPLICABLE, A PROJECTED /NTEREST F/GURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-27-2005 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 3,434.19 PAYMENT RECEIPT DISCOUNT ¢+) DATE NUMBER INTEREST/PEN PAID (-) AHOUNT PAID 171.71 03-05-2003 06-15-2003 CD002258 REFUND .O0 3,400.00 137.52- ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE ZS LESS THAN $1, NO PAYMENT IS REQUIRED. XF TOTAL DUE IS REFLECTED AS A "CREDIT" TOTAL TAX CREDIT 5,434.19 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU HAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORH FOR TNSTRUCTTONS. PAYNENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGTSTER OF #TLLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: CONNON#EALTH OF PENNSYLVANTA. REFUND (CR): REPLY TO: DISCOUNT: PENALTY: A refund of a tax credit, which Nas not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Hills, any of the Z3 Revenue District Offices or from the Department's Z4-hour answering service for fores ordering: 1-800-36Z-lOS0; services for taxpayers with special hearing and / or speaking needs: 1-800-q~7-30ZO (TT only). Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of IndividuaZ Taxes, ATTH: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 171Z8-0601, phone (717) 787-6505. If any tax due is paid aithin three (3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed. Tho 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day free the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at tho rate of six (6Z) percent par annum calculated at a daily rate of .00016~. A11 taxes which became delinquent on and after January l, 198Z will bear interest at a rate which will vary from calender year to calendar year with that rate announced by the PA Department of Revenue. Interest Daily Year Rata Factor The applicable interest rates for 198Z through ZOO3 are: Interest Daily Interest Dally Year Rate Factor Year Rate Factor 1982 20Z .0005~8 1987 9X .OOOZ~7 1999 7Z .000192 1983 16Z .000¢38 1988-1991 llZ .000301 ZOOO 8Z .000219 198~ 11Z .000301 199Z 9Z .O00Z~7 2001 9Z .O00Z~7 1985 13Z .000356 1993-1996 7Z .000192 ZOOZ 6Z .000166 1986 IOZ .000274 1995-1998 9Z .O00gq7 2003 5X .000137 --Interest is calculated as follows: TNTEREST = BALANCE OF TAX UNPATD X NUI~BER OF DAYS DELTNgIUENT X DATLY TNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (IS) days beyond the date of the assessment. If payment is made after the interest computation date sheen on the Notice, additional interest must be calculated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: ANTHONY A. ANGELL DECEMBER 11, 2002 Will No.: 21-2003-0020 Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report that following with respect to completion of the administration of the above-captioned estate: complete: State whether administration of the estate is Yes X 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: c. Did the personal representative state account informally to the parties in interest? Yes X No an 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 this report. Date: Aug ~ / , 2003 Shelly J. Kunkel Name (Please type or print) Skarlatos & Zonarich LLP 204 State Street Harrisburq, PA 17101 Address (717)233-1000 Tel. No. Capacity: Counsel for Personal Representative ESTATE OF ANTHONY A. ANGELL, Deceased 1N THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NO. 21 - 2003 - 0020 RECEIPT~ RELEASE AND INDEMNIFICATION AGREEMENT For Full Distribution This Receipt, Release and Indemnification Agreement (hereinafter referred to as "Agreement") is given this 87-'tt dav of .~. d6~13 ~ _, 2003, by KATHLEEN O'HALLORAN, of 858 Skyblue Drive, Knoxville, Tennessee, 37923 (hereinafter referred to as "Beneficiary"). WITNESSETH: WHEREAS, Anthony A. Angell, (hereinafter referred to as "Decedent"), late of Hampden Township, Cumberland County, Pennsylvania, died testate on December 11, 2002, having first made a Last Will and Testament, duly executed on October 2, 2001, which is recorded in the Office of the Register of Wills of Cumberland County, Pennsylvania; WHEREAS, Letters Testamentary on the Estate of the said Decedent were duly issued on January 9, 2003, by the Register of Wills of Cumberland County, Pennsylvania, unto Annette Poison, who by the Decedent's aforesaid Last Will and Testament was appointed as Executrix of the Estate (hereinafter referred to as "Executrix"); WHEREAS, the Executrix has paid all the debts, taxes and expenses of the Estate known to her as detailed in the Pennsylvania Inheritance Tax Return and Tax Assessment Notice, and she has no knowledge of any unpaid claim which may be asserted against the Estate, nor does she have any reason to believe that there are any such claims; WHEREAS, the Beneficiary, pursuant to the Decedent's Last Will and Testament is beneficially interested in the above referenced estate; and WHEREAS, it is the desire of the Beneficiary that distribution be made without the formality of an accounting, and the Executrix is willing to make such distribution upon the receipt of a proper release and indemnification, which it is the purpose of this Agreement to provide. NOW, THEREFORE, intending to be legally bound hereby, the Beneficiary represents, warrants, covenants and agrees as follows: 1. Waiver of Accounting. The Beneficiary hereby waives the necessity for an accounting and directs the Executrix to dispense with a formal audit of the same. 2. Receipt. The Beneficiary requests the Executrix to make distribution of the following property (adjusted for subsequent income and expenses) and effective upon delivery to the undersigned of the property shown as distributable, acknowledges receipt of such property: S:\I Skarlatos & Zonarich LLP OPEN FILES'~EstatesDMNGEA0201 - Anthony A. AngellW, elease - Full Distribution - Kathlecn O'Halloran doc Page 1 of 3 Cash - $787.26 The Beneficiary does further acknowledge that the aforesaid distribution, in addition to any partial distribution made prior to the date of this Agreement, represents the Beneficiary's entire interest in the above-referenced estate, as detailed in the Informal Accounting attached hereto as Exhibit A. 3. Release. Upon having received the above described property distribution, the Beneficiary does by these presents remise, release, quit-claim and forever discharge from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, (a) the Executrix for or by reason of the Executrix's administration of the above-referenced Estate, or any other act, matter, cause or thing whatsoever; and (b) Skarlatos & Zonarich LLP, its employees, successors and assigns, for or by reason of their representation of the Executrix, or any other act, matter, cause or thing whatsoever. 4. Indemnification. In exchmage for the E×ecutrix's willingness to make the distribution hereunder without first securing the benefit of a formal court audit, the Beneficiary agrees to indemnify Executrix and Skarlatos & Zonarich LLP, its employees, successors and assigns, and hold them harmless, to the extent of any funds or assets received by the Beneficiary hereunder, from and against the Beneficiary's then pro rata share of any and all liabilities, losses, damages, costs, verdicts, judgments, awards and expenses (including attorney's fees and other costs or expenses of defense) to which (i) the Executrix may be subjected by reason of the Executrix's administration of the above referenced Estate, as well as the settlement thereof by means of an informal distribution; and (ii) Skarlatos & Zonarich LLP, its employees, successors and assigns may be subjected by reason of their representation of the Executrix. The Beneficiary further agrees to: a. Refund or return, promptly upon the Executrix's written demand, any funds or assets distributed by the Executrix to the Beneficiary, if the distribution thereof is determined at any time to have been an erroneous or negligent distribution to the Beneficiary, whether such error or negligence was or was claimed to have been premised upon a mistake of law or of fact. b. Modify and displace any otherwise applicable period limiting the time within which the Executrix's action to collect an erroneous or negligent distribution must be commenced, so as to provide that the Executrix need not commence an action to collect an erroneous or negligent distribution to the Beneficiary until two (2) years after such time as the Executrix shall have obtained actual knowledge of such error or negligence. 5. Miscellaneous a. The provisions of this Agreement shall be deemed severable in the event that one or more thereof shall be deemed invalid or unenforceable, with the effect that the remaining provisions shall persist as if such invalid or unenforceable provision had never been a part hereof. In addition, the construction, effect, validity and performance of this Agreement shall be governed in all respects by the laws of the Commonwealth of Pennsylvania, without regard to its conflict of laws provision. b. This Agreement shall bind the Beneficiary, the Beneficiary's heirs, representatives, successors, and assigns together with any person with respect to whom the Beneficiary is a natural or appointed guardian. c. The Beneficiary hereby acknowledges that this Agreement may be filed at any time, at the discretion of the Executrix with any court of competent jurisdiction, and the Beneficiary S:\l Skarlatos & Zonarich LLP OPEN FILES~EstatesL~.NGEA0201 - Anthony A Angell\R¢lease - Full Distribution - Kathleen O'Haltoran doc Page 2 of 3 consents to any such filing. 1N WITNESS WHEREOF, the Beneficiary has executed and sealed this Agreement on the date first above inscribed. KATHLEEN O'HALLORAN Social Security Number: STATE OF TENNESSEE COUNTY OF ~/I~ ~ SS: On this, the ~ day of (~kF~. ,2003, before me, the undersigned authority, personally appeared KATHLEEN O'HALLOI~N, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within Release and acknowledged that the Beneficiary executed the same for the purpose therein contained. Witness my hand and official seal the day and date aforesaid. My Commission Expires: S:\l Skarlatos & Zonarich LLP OPEN FILESkEstateskANGEA0201 - Anthony A AngelP41.elease - Full Distribution - Kathleen O'Halloran.doc Page 3 of 3 SKARLA:rOS AND ZONARICH LLP ATTORNEYS AT LAW 204 STATE STREET HARRISBURG PENNSYLVANIA 17101 (717)233-1000 FAX (717)233-6740 Accounting Of: Estate of Anthony A. Angell As Of: July 29, 2003 Description Deposi~ Adams Electric Cooperative, Inc. - Capital Retirement CMS - Premium Refund American Funds- Acct. 993333777 American Funds- Acct. 980953221 American Funds- Acct. 953897288 American Funds- Acct. 941509344 Cumberland Law Journal- Adv. Ltrs. Testamentary PP&L Electric Utilities Corp. American Express Verizon Discover Card Neill Funeral Home - Funeral Service Annette Poison - Reimburse Funeral Expenses RVG Management - Lot Rent Commerce Bank - Interest on Escrow Account Sico The Sentinel - Estate Notice Skarlatos & Zonarich LLP - Reimb. Probate Will Colleen Gibson - Reimb. Funeral Clothing Comcast Cable B Jane Stokes - Sale of Trailer Nathan Cole - Sale of Car Commerce Bank - Close Acct. Register of Wills - Inheritance Tax Pmt. PA Dept. of Revenue - Inheritance Tax Refund Figi's Kathryn W. Fetrow - 2003 RE Tax & Personal Tax Annette Poison - Reimburse Patriot News and D. Baboian Cumberland County Register of Wills - Inh. Tax Filing Fee Mobile Rec, Inc.- Insurance Refund Annette Poison - Executor's Fee Cumb. Co. Register of Wills - Release Filing Fee Skarlatos & Zonarich LLP - Fee Skarlatos & Zonarich LLP - Costs 16.89 36.50 834.29 524.71 8,026.19 2,729.47 22.51 6,000.00 200.00 2,309.00 137.52 46.00 Disbursements 75.00 165.65 48.20 26.57 96.16 3,826.35 4,536.65 353.30 228.27 98.69 106.00 149.58 15.46 3,400.00 79.87 15.23 250.10 28.00 1,250.00 28.00 3,714.50 29.72 2,361.78 Final Distribution Anne~e Poison Colleen Gibson Kathleen O. Halloran 787.26 787.26 787.26 2,361.78 Exhibit A Report Date: 7/30/03 ESTATE OF ANTHONY A. ANGELL, Deceased IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NO. 21 - 2003 - 0020 RECEIPT, RELEASE AND INDEMNIFICATION AGREEMENT For Full Distribution This Rec~ejpt, Releasg~ and Indemnification Agreement (hereinafter referred to as "Agreement") is given this /~ - day of~t/~ ,2003, by COLLEEN GIBSON, of 1918 Monterey Drive, Mechanicsburg, Pennsylvania, 17J050 (hereinafter referred to as "Beneficiary"). WITNESSETH: WHEREAS, Anthony A. Angell, (hereinafter referred to as "Decedent"), late of Hampden Township, Cumberland County, Pennsylvania, died testate on December 11, 2002, having first made a Last Will and Testament, duly executed on October 2, 2001, which is recorded in the Office of the Register of Wills of Cumberland County, Pennsylvania; WHEREAS, Letters Testamentary on the Estate of the said Decedent were duly issued on January 9, 2003, by the Register of Wills of Cumberland County, Pennsylvania, unto Annette Poison, who by the Decedent's aforesaid Last Will and Testament was appointed as Executrix of the Estate (hereinafter referred to as "Executrix"); WHEREAS, the Executrix has paid all the debts, taxes and expenses of the Estate known to her as detailed in the Pennsylvania Inheritance Tax Return and Tax Assessment Notice, and she has no knowledge of any unpaid claim which may be asserted against the Estate, nor does she have any reason to believe that there are any such claims; WHEREAS, the Beneficiary, pursuant to thc Decedent's Last Will and Testament is beneficially interested in the above referenced estate; and WheREAS, it is the desire of the Beneficiary that distribution be made without the formality of an accounting, and the Executrix is willing to make such distribution upon the receipt of a proper release and indemnification, which it is the purpose of this Agreement to provide. NOW, THEREFORE, intending to be legally bound hereby, the Beneficiary represents, warrants, covenants and agrees as follows: 1. Waiver of Accounting. The Beneficiary hereby waives the necessity for an accounting and directs the Executrix to dispense with a formal audit of the same. 2. Receipt. The Beneficiary requests the Executrix to make distribution of the following property (adjusted for subsequent income and expenses) and effective upon delivery to the undersigned of the property shown as distributable, acknowledges receipt of such property: S:\I Skarlatos & Zonarich LLP OPEN FILES~EstatesL4,NGEA0201 - Anthony A. Angell'~Release - Full Distribution - Colleen Gibson.doc Page 1 of 3 Cash - $787.26 The Beneficiary does further acknowledge that the aforesaid distribution, in addition to any partial distribution made prior to the date of this Agreement, represents the Beneficiary's entire interest in the above-referenced estate, as detailed in the Informal Accounting attached hereto as Exhibit A. 3. Release. Upon having received the above described property distribution, the Beneficiary does by these presents remise, release, quit-claim and forever discharge from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, (a) the Executrix for or by reason of the Executrix's administration of the above-referenced Estate, or any other act, matter, cause or thing whatsoever; and (b) Skarlatos & Zonarich LLP, its employees, successors and assigns, for or by reason of their representation of the Executrix, or any other act, matter, cause or thing whatsoever. 4. Indemnification. In exchange for the Executrix's willingness to make the distribution hereunder without first securing the benefit of a formal court audit, the Beneficia .ry agrees to indemnify. Executrix and Skarlatos & Zonarich LLP, its employees, successors and assigns, and hold them harmless, to the extent of any funds or assets received by the Beneficiary hereunder, from and against the Beneficiary's then pro rata share of any and all liabilities, losses, damages, costs, verdicts, judgments, awards and expenses (including attorney's fees and other costs or expenses of defense) to which (i) the Executrix may be subjected by reason of the Executrix's administration of the above referenced Estate, as well as the settlement thereof by means of an informal distribution; and (ii) Skarlatos & Zonarich LLP, its employees, successors and assigns may be subjected by reason of their representation of the Executrix. The Beneficiary further agrees to: a. Refund or return, promptly upon the Executrix's written demand, any funds or assets distributed by the Executrix to the Beneficiary, if the distribution thereof is determined at any time to have been an erroneous or negligent distribution to the Beneficiary, whether such error or negligence was or was claimed to have been premised upon a mistake of law or of fact. b. Modify and displace any otherwise applicable period limiting the time within which the Executrix's action to collect an erroneous or negligent distribution must be commenced, so as to provide that the Executrix need not commence an action to collect an erroneous or negligent distribution to the Beneficiary until two (2) years after such time as the Executrix shall have obtained actual knowledge of such error or negligence. 5. Miscellaneous a. The provisions of this Agreement shall be deemed severable in the event that one or more thereof shall be deemed invalid or unenforceable, with the effect that the remaining provisions shall persist as if such invalid or unenforceable provision had never been a part hereof. In addition, the construction, effect, validity and performance of this Agreement shall be governed in all respects by the laws of the Commonwealth of Pennsylvania, without regard to its conflict of laws provision. b. This Agreement shall bind the Beneficiary, the Beneficiary's heirs, representatives, successors, and assigns together with any person with respect to whom the Beneficiary is a natural or appointed guardian. c. The Beneficiary hereby acknowledges that this Agreement may be filed at any time, at the discretion of the Executrix with any court of competent jurisdiction, and the Beneficiary S:\I Skarlatos & Zonarich LLP OPEN FILES~EstatesLMqGEA0201 - Anthony A Ansell~Release - Full Distribution - Colleen Gibson doc Page 2 Of 3 consents to any such filing. IN WITNESS WHEREOF, the Beneficiary has executed and sealed this Agreement on the date first above inscribed. WITNESS COLLE~q GIBSON//~ Social Security Num'be( ~l/-z~ COMMONWEALTH OF PENNSYLVANIA · COUNTY OF CUMBERLAND · SS: /3-- On this, the /t.~ day of ~.~ur~_A~ , 2003, before me, the undersigned authority, personally appeared COLLEEN GIBSONt~jnown'to me (or satisfactorily proven) to be the person whose name is subscribed to the within Release an~/acknowledged that the Beneficiary executed the same for the purpose therein contained. Wimess my hand and official seal the day and date aforesaid. S:\I Skaflatos & Zonarich LLP OPEN FILES~EstatesLa. NGEA020I . Anthony A. Angell~Release - Full Distribution. Colleen Gibson.doc Page 3 of 3 SKARLATOS AND ZONARICH LLP ATTORNEYS AT LAW 204 STATE STREET HARRISBURG PENNSYLVANIA 17101 (717)233-1000 FAX (717)233-6740 Accounting Of: Estate of Anthony A. Angell As Of: July 29, 2003 Description Adams Electric Cooperative, Inc. ~ Capital Retirement CMS - Premium Refund American Funds- Acct. 993333777 American Funds - Acct. 980953221 American Funds -Acct. 953897288 American Funds- Acct. 941509344 Cumberland Law Journal - Adv. Ltrs. Testamentary PP&L Electric Utilities Corp. American Express Verizon Discover Card Neill Funeral Home - Funeral Service Annette Poison - Reimburse Funeral Expenses RVG Management - Lot Rent Commerce Bank - Interest on Escrow Account Sico The Sentinel - Estate Notice Skarlatos & Zonarich LLP - Reimb. Probate Will Colleen Gibson - Reimb. Funeral Clothing Comcast Cable B Jane Stokes - Sale of Trailer Nathan Cole - Sale of Car Commerce Bank - Close Acct. Register of Wills - Inheritance Tax Prat. PA Dept. of Revenue - Inheritance Tax Refund Figi's Kathryn W. Fetrow - 2003 RE Tax & Personal Tax Annette Poison ~ Reimburse Patriot News and D. Baboian Cumberland County Register of Wills - Inh. Tax Filing Fee Mobile Rec, Inc.~ Insurance Refund Annette Poison - Executor's Fee Cumb. Co. Register of Wills - Release Filing Fee Skarlatos & Zonarich LLP - Fee Skarlatos & Zonarich LLP - Costs Deposits 16.89 36.50 834.29 524.71 8,026.19 2,729.47 22.51 6,000.00 200.00 2,309.00 137.52 46.00 Disbursements 75.00 165.65 48.20 26.57 96.16 3,826.35 4,536.65 353.30 228.27 98.69 106.00 149.58 15.46 3,400.00 79.87 15.23 250.10 28.00 1,25000 28.00 3,714.50 29.72 2,361.78 Final Distribution Annette Poison Colleen Gibson Kathleen O. Halloran 787.26 787.26 787.26 2,361.78 Exhibit A Report Date: 7/30/03 ESTATE OF ANTHONY A. ANGELL, Deceased IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NO. 21 - 2003 - 0020 RECEIPT~ RELEASE AND INDEMNIFICATION AGREEMENT For Full Distribution This Receip~t, Release and Indemnification Agreement (hereinafter referred to as "Agreement") is given this ./,~ 4,(day of .~.//~ Cfi7~ ,2003, by ANNETTE POLSON, of 6210 Chafing Cross, Mechanicsburg, Pennsylvania, 17050 (hereinafter referred to as "Beneficiary"). WITNESSETH: WHEREAS, Anthony A. Angell, (hereinafter referred to as "Decedent"), late of Hampden Township, Cumberland County, Pennsylvania, died testate on December 11, 2002, having first made a Last Will and Testament, duly executed on October 2, 2001, which is recorded in the Office of the Register of Wills of Cumberland County, Pennsylvania; WHEREAS, Letters Testamentary on the Estate of the said Decedent were duly issued on January 9, 2003, by the Register of Wills of Cumberland County, Pennsylvania, unto Annette Poison, who by the Decedent's aforesaid Last Will and Testament was appointed as Executrix of the Estate (hereinafter referred to as "Executrix"); WHEREAS, the Executrix has paid all the debts, taxes and expenses of the Estate known to her as detailed in the Pennsylvania Inheritance Tax Return and Tax Assessment Notice, and she has no knowledge of any unpaid claim which may be asserted against the Estate, nor does she have any reason to believe that there are any such claims; WHEREAS, the Beneficiary, pursuant to the Decedent's Last Will and Testament is beneficially interested in the above referenced estate; and WHEREAS, it is the desire of the Beneficiary that distribution be made without the formality of an accounting, and the Executrix is willing to make such distribution upon the receipt of a proper release and indemnification, which it is the purpose of this Agreement to provide. NOW, THEREFORE, intending to be legally bound hereby, the Beneficiary represents, warrants, covenants and agrees as follows: 1. Waiver of Accounting. The Beneficiary hereby waives the necessity for an accounting and directs the Executrix to dispense with a formal audit of the same. 2. Receipt. The Beneficiary requests the Executrix to make distribution of the following property (adjusted for subsequent income and expenses) and effective upon delivery to the undersigned of the property shown as distributable, acknowledges receipt of such property: S:\I Skarlatos & Zonarich LLP OPEN FILES~Estates~dqGEA0201 - Anthony A Angell~Release - Full Distribution - Annette Poison doc Page 1 of 3 Cash - $787.26 The Beneficiary does further acknowledge that the aforesaid distribution, in addition to any partial distribution made prior to the date of this Agreement, represents the Beneficiary's entire interest in the above-referenced estate, as detailed in the Informal Accounting attached hereto as Exhibit A. 3. Release. Upon having received the above described property distribution, the Beneficiary does by these presents remise, release, quit-claim and forever discharge from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, (a) the Executrix for or by reason of the Executrix's administration of the above-referenced Estate, or any other act, matter, cause or thing whatsoever; and (b) Skarlatos & Zonarich LLP, its employees, successors and assigns, for or by reason of their representation of the Executrix, or any other act, matter, cause or thing whatsoever. 4. Indemnification. In exchange for the Executrix's willingness to make the distribution hereunder without first securing the benefit of a formal court audit, the Beneficiary agrees to indemnify Executrix and Skarlatos & Zonarich LLP, its employees, successors and assigns, and hold them harmless, to the extent of any funds or assets received by the Beneficiary hereunder, from and against the Beneficiary's then pro rata share of any and all liabilities, losses, damages, costs, verdicts, judgments, awards and expenses (including attorney's fees and other costs or expenses of defense) to which (i) the Executrix may be subjected by reason of the Executrix's administration of the above referenced Estate, as well as the settlement thereof by means of an informal distribution; and (ii) Skarlatos & Zonarich LLP, its employees, successors and assigns may be subjected by reason of their representation of the Executrix. The Beneficiary further agrees to: a. Refund or return, promptly upon the Executrix's written demand, any funds or assets distributed by the Executrix to the Beneficiary, if the distribution thereof is determined at any time to have been an erroneous or negligent distribution to the Beneficiary., whether such error or negligence was or was claimed to have been premised upon a mistake of law or of fact. b. Modify and displace any otherwise applicable period limiting the time within which the Executrix's action to collect an erroneous or negligent distribution must be commenced, so as to provide that the Executrix need not commence an action to collect an erroneous or negligent distribution to the Beneficiary until two (2) years after such time as the Executrix shall have obtained actual knowledge of such error or negligence. 5. Miscellaneous a. The provisions of this Agreement shall be deemed severable in the event that one or more thereof shall be deemed invalid or unenforceable, with the effect that the remaining provisions shall persist as if such invalid or unenforceable provision had never been a part hereof. In addition, the construction, effect, validity and performance of this Agreement shall be governed in all respects by the laws of the Commonwea!~.'h of Pennsylvania, without regard m its conflict of laws provision. b. This Agreement shall bind the Beneficiary, the Beneficiary's heirs, representatives, successors, and assigns together with any person with respect to whom the Beneficiary is a natural or appointed guardian. S:\I Skarlatos & Zonarich LLP OPEN FILESXEstatesLaoNGEA0201 - Anthony A Angell~.elease - Full Distribution - Annette Poison.doc Page 2 of 3 c. The Beneficiary hereby acknowledges that this Agreement may be filed at any time, at the discretion of the Executrix with any court of competent jurisdiction, and the Beneficiary consents to any such filing. IN WITNESS WHEREOF, the Beneficiary has executed and sealed this Agreement on the date first above inscribed. WI ss ANNETTE POLSON Social Security Number: 211-54-4196 COMMONWEALTH OF PENNSYLVANIA · COUNTY OF CUMBERLAND · SS: On th~s, the da of L · /'~/~ Y ~' ,2003, before me, the undersigned authority, personally appeared ANNETTE POLSO~own to me (or satisfactorily proven) to be the person whose name is subscribed to the within Relea~oe.-dnd acknowledged that the Beneficiary executed the same for the purpose therein contained. Witness my hand and official seal the day and date aforesaid. NOTA~' My Con;mission Expires: S:\I Skarlatos & Zonadch LLP OPEN FILES~EstatesL~qGEA0201 - Anthony A. Angell~Release - Full Distribution - Annette Poison doc Page 3 of 3 SKARLA'i'OS AND ZONARICH LLP ATTORNEYS AT LAW 204 STATE STREET HARRISBURG PENNSYLVANIA 17101 (717)233-1000 FAX (717)233-6740 Accounting Of: Estate of Anthony A. Angell As Of: July 29, 2003 Description Deposits Adams Electric Cooperative, Inc. - Capital Retirement CMS - Premium Refund American Funds- Acct. 993333777 American Funds- Acct. 980953221 American Funds- Acct. 953897288 American Funds - Acct. 941509344 Cumberland Law Journal - Adv. Ltrs. Testamentary PP&L Electric Utilities Corp. American Express Verizon Discover Card Neill Funeral Home - Funeral Service Annette Poison - Reimburse Funeral Expenses RVG Management - Lot Rent Commerce Bank - Interest on Escrow Account Sico The Sentinel - Estate Notice Skarlatos & Zonadch LLP - Reimb. Probate Will Colleen Gibson - Reimb. Funeral Clothing Comcast Cable B Jane Stokes - Sale of Trailer Nathan Cole - Sale of Car Commerce Bank - Close Acct. Register of Wills - Inheritance Tax Pmt. PA Dept. of Revenue ~ Inheritance Tax Refund Figi's Kathryn W. Fetrow - 2003 RE Tax & Personal Tax Annette Poison - Reimburse Patriot News and D. Baboian Cumberland County Register of Wills - Inh. Tax Filing Fee Mobile Rec, Inc.- Insurance Refund Annette Poison - Executor's Fee Cumb. Co. Register of Wills - Release Filing Fee Skarlatos & Zonarich LLP - Fee Skarlatos & Zonarich LLP - Costs 16.89 36.50 834.29 524.71 8,026.19 2,729.47 22.51 6,000.00 200.00 2,309.00 137.52 46.00 Disbursements 75.00 165.65 48.20 26.57 96.16 3,826.35 4,536.65 353.30 228.27 98.69 106.00 149.58 15.46 3,400.00 79.87 15.23 250.10 2800 1,250.00 28.00 3,714.50 29.72 2,361.78 Final Distribution Annette Poison Colleen Gibson Kathleen O. Halloran 787.26 787.26 787.26 2,361.78 Exhibit A Report Date: 7/30/03