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Home My WebLink About01-27-1112/7/2010 10:48 AM IN RE: ESTATE OF BARBARA ANN MCCARTHY a/k/a BARBARA A. MCCARTHY, DECEASED IN THE COURT OF COMMON PLEAS :CUMBERLAND COUNTY, PENNSYLVANIA N0.2009-00398 ~ __ ..n ~, .. FAMILY SETTLEMENT AGREEMENT __ ':~ ~~ ~-- ~, ~: .~, THIS AGREEMENT is made and entered into this ~~ ~_ -> da of -~~-;-~ yT' , ~, -~~~1~~ , 2010, by and between HEATHER D. ROYER, as ~c~~utrix ~ the ~ ~ ~; Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy, Deceased (hereinafter referred to as "Executrix"), and KATHLEEN LYNN BOOSE; RACHEL E. KELLER; LAURA M. KELLER; JENNIFER C, KELLER; JUSTIN D. KELLER; RACHEL E. KELLER, as CUSTODIAN for NOLAN STOPPEL; RACHEL E. KELLER, as CUSTODIAN for ANNA STOPPEL; ALYSSA M. WEBBER; ALYSSA M. WEBBER, as CUSTODIAN for DANIEL WEBBER; COREY RANALLO; AND KATHLEEN LYNN BOOSE, as CUSTODIAN for MYCROFT BOOSE, as residuary beneficiaries of the said Estate (herein collectively referred to as the "Beneficiaries") WHEREAS, Barbara Ann McCarthy a/k/a Barbara A. McCarthy of Camp Hill, Cumberland County, Pennsylvania, died on April 17, 2009, leaving her Last Will and Testament dated March 3, 2008 and a First Codicil to the Will dated February 24, 2009, which was admitted to probate by the Register of Wills of Cumberland County, Pennsylvania on Apri124, 2009 (a true and correct copy of her Last Will and Testament and First Codicil to Will is attached hereto as Exhibits "A" and "B", respectively); and WHEREAS, Heather D. Royer has been duly appointed and is now serving as Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy, Deceased; and WHEREAS, the Grant of Letters Testamentary was advertised in The Sentinel on May 12, 2009; May 19, 2009 and May 26, 2009; and in the Cumberland County Reporter on May 15, 2009; May 22, 2009 and May 29, 2009; and WHEREAS, Kathleen Lynn Boose is the daughter of the decedent and is a beneficiary under the terms of the Will of Barbara Ann McCarthy a/k/a Barbara A. McCarthy; and WHEREAS, Rachel E. Keller is the granddaughter of the decedent and is a beneficiary under the terms of the Will of Barbara Ann McCarthy a/k/a Barbara A. McCarthy; and WHEREAS, Laura M. Keller is the granddaughter of the decedent and is a beneficiary under the terms of the Will of Barbara Ann McCarthy a/k/a Barbara A. McCarthy; and WHEREAS, Jennifer C. Keller is the granddaughter of the decedent and is a beneficiary under the terms of the Will of Barbara Ann McCarthy a/k/a Barbara A. McCarthy; and WHEREAS, Justin D. Keller is the grandson of the decedent and is a beneficiary under the terms of the Will of Barbara Ann McCarthy a/k/a Barbara A. McCarthy; and WHEREAS, Nolan Stopfel, is the minor grandson of the decedent and is a beneficiary under the terms of the Will of Barbara Ann McCarthy a/k/a Barbara A. McCarthy; and WHEREAS, Anna Stopfel, is the minor granddaughter of the decedent and is a beneficiary under the terms of the Will of Barbara Ann McCarthy a/k/a Barbara A. McCarthy; and WHEREAS, Alyssa M. Webber, is the granddaughter of the decedent and is a beneficiary under the terms of the Will of Barbara Ann McCarthy a/k/a Barbara A. McCarthy; and WHEREAS, Daniel Webber, is the minor grandson of the decedent and is a beneficiary under the terms of the Will of Barbara Ann McCarthy a/k/a Barbara A. McCarthy; and 2 WHEREAS, Corey Ranallo, is the granddaughter of the decedent and is a beneficiary under the terms of the Will of Barbara Ann McCarthy a/k/a Barbara A. McCarthy; and WHEREAS, Mycroft Boose, is the minor grandson of the decedent and is a beneficiary under the terms of the Will of Barbara Ann McCarthy a/k/a Barbara A. McCarthy; and WHEREAS, each of the parties to this Agreement has been furnished with a complete listing of the Estate assets, receipts, disbursements and distributions, all set forth on the Pennsylvania Inheritance Tax Return; and WHEREAS, the duties and responsibilities of the Executrix incident to the administration of the Estate have been substantially completed; and WHEREAS, it is the desire of the parties to this Agreement that final distribution of this Estate be accomplished without a formal accounting by the Executrix to the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania, in order that expense, delay and publicity maybe avoided. NOW, THEREFORE, in accordance with their desire that the administration of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy be terminated without the expense and delay of a Court Accounting, the parties hereto, in consideration of the mutual covenants herein expressed, and intending to be legally bound hereby, agree that: 1. The Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy is being represented by Smigel, Anderson & Sacks, LLP. 2. There will be no Federal Estate taxes incurred by the Estate, and no money is being withheld for this purpose. 3 3. A Final 1041 U.S. Income Tax Return for Estates and Trusts will be filed with both the Internal Revenue Service and Pennsylvania Department of Revenue. A reserve of One Thousand ($1,000.00) Dollars is being held to pay taxes due, accountant fees, and any other costs associated with the filing of these final Returns. The parties agree that any amounts remaining, after payment of taxes and other expenses, if any, will be divided and distributed among the Beneficiaries in proportion to their respective shares of the residuary Estate. 4. The Pennsylvania Inheritance Tax Return was filed with the Cumberland County Register of Wills on December 14, 2009 and is attached hereto as Exhibit "C"; 5. The Notice of Inheritance Tax from the Pennsylvania Department of Revenue accepting the Return as filed, dated May 10, 2010, is attached hereto as Exhibit "D". 6. The Supplemental Pennsylvania Inheritance Tax Return was filed with the Cumberland County Register of Wills on June 1, 2010 and is attached hereto as Exhibit "E"; 7. The Notice of Inheritance Tax from the Pennsylvania Department of Revenue accepting the Supplemental Return as filed, dated September 20, 2010, is attached hereto as Exhibit «F„ 8. The specific monetary bequests listed in Article II of the Last Will and Testament and First Codicil to Last Will and Testament of the Decedent have been distributed to the persons named therein, and their respective signed Receipt, Release, Refunding and Indemnification Agreements are attached hereto as Exhibit "G". 9. Pursuant to Article III of the Last Will and Testament, the Decedent directed that all of her household furnishings and tangible personal property be distributed to Kathleen Lynn Boose. 4 Kathleen Lynn Boose hereby acknowledges receipt of said household furnishings and tangible personal property and is satisfied with said property and furnishings. 10. Kathleen Lynn Boose hereby acknowledges receipt of the advance distribution made to her on December 31, 2009. 11. Rachel E. Keller hereby acknowledges receipt of the advance distribution made to her on January 8, 2010. 12. Laura M. Keller hereby acknowledges receipt of the advance distribution made to her on January 11, 2010. 13. Jennifer C. Keller hereby acknowledges receipt of the advance distribution made to her on December 31, 2009. 14. Justin D. Keller hereby acknowledges receipt of the advance distribution made to him on February 8, 2010. 15. Rachel E. Keller, as Custodian for the benefit of Nolan Stopfel, a minor, acknowledges receipt of the advance distribution made to her for the benefit of Nolan Stopfel on January 8, 2010. 16. Rachel E. Keller, as Custodian for the benefit of Anna Stopfel, a minor, acknowledges receipt of the advance distribution made to her for the benefit of Anna Stopfel on January 8, 2010. 17. Alyssa M. Webber acknowledges receipt of the advance distribution made to her on January 11, 2010. 18. Alyssa M. Webber, as Custodian for the benefit of Daniel Webber, a minor, 5 acknowledges receipt of the advance distribution made to her for the benefit of Daniel Webber on January 11, 2010. 19. Corey Ranallo acknowledges receipt of the advance distribution made to her on January 8, 2010. 20. Kathleen Lynn Boose, as Custodian and Natural Parent of Mycroft Boose, a minor, acknowledges receipt of the advance distribution made to her for the benefit of Mycroft Boose on December 31, 2009. 21. Each of the parties to this Agreement acknowledges and agrees that the Executrix will not file an Account or Petition for Distribution or secure a Decree of Distribution from any Court having jurisdiction in the matter of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy, deceased. Each of the parties further acknowledges his or her right to compel such Account, Petition or Decree, and, based upon their consultation or opportunity for consultation with his or her respective advisors, do hereby waive such rights. 22. The Beneficiaries acknowledge and agree that the Schedule of Distribution attached hereto as Exhibit "H" is satisfactory and proper and the Beneficiaries accept distribution in accordance with its provisions. 23. The Beneficiaries hereby forever release and discharge the Executrix from any and all claims and liabilities of any kind or nature whatsoever, arising from and relating to her services or status as the Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy. 24. The Beneficiaries, and each of them, hereby forever fully release, compromise, settle and discharge any and all claims, demands, actions or causes of action, legal or equitable, 6 absolute or contingent, vested or hereafter to accrue, which any of them may have against any other party hereto or against the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy, Deceased, or the Executrix hereof, or the law firm of Smigel, Anderson, & Sacks, LLP, by reason of any matter, cause or thing growing out of or relating to any property or assets of said Estate, or growing out of or relating to any act of the Executrix in her administration of said Estate, even if attributable to negligence. The Beneficiaries do further agree to indemnify and hold harmless said Heather D. Royer, Executrix, from any and all liability which may arise against the Estate from creditors or other claimants. 25. Upon presentation of a valid claim of any creditor or upon receipt of any additional valid expense of administration, the Beneficiaries agree to pay any such claim or expense, proportionately to their interest in the estate. 26. It is the expressed intention of the parties that the legal effect intended by the Agreement be the same in each and every respect as would be obtained had a Decree in Distribution in the Estate been entered by the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania, which Decree has become final and unappealable. 27. The parties acknowledge that this Agreement shall be interpreted pursuant to and governed by the laws of the Commonwealth of Pennsylvania and shall inure to the benefit of and be binding upon the parties hereto, their personal representatives and Beneficiaries at law, as the case may be. The parties further agree that this Agreement shall be indexed and recorded in the estate proceedings in the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania. 7 28. It is understood by the parties that in accordance with the fee arrangements with counsel for the Estate, total fees and costs to date equal $16,912.00 for legal services rendered in connection with the administration of the Estate. A reserve of Two Thousand ($2,000.00) Dollars has been set aside for additional attorney fees. The parties agree that any reserve amounts remaining, will be prorated and distributed among the Beneficiaries in proportion to their respective interests in the Residuary Estate. 29. This Agreement may be executed in any number of counterparts, each of which shall be deemed to be an original as against any party whose signature appears thereon, and all of which shall together constitute one and the same instrument. 30. This Agreement constitutes the entire agreement between the parties, and there are no representations, warranties, covenants or obligations accept as set forth herein. [REMAIDNER OF PAGE INTENTIONALLY LEFT BLANK] 8 IN WITNESS WHEREOF, and intending to be legally bound, the undersigned have ~:xecuted this 4grPement as of the date first written above. WITNESS: Heather D. Royer, Execu e Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy ,rte' .~ ~--- ~'` ,.-- Kathleen L ose, Beneficiary Rachel E. Keller, Beneficiary Laura M. Keller, Beneficiary Jennifer C. Keller, Beneficiary Justin D. Keller;. Beneficiary Rachel E. Keller, Custodian for Nolan Stopfel Rachel E. Keller, Custodian for Anna Stopfel Alyssa M. Webber, Beneficiary Alyssa M. Webber, Custodian for Daniel Webber 9 IN WITNESS WHEREOF, and intending to be legally bound, the undersigned have executed this Agreement as of the date first written above. WITNESS: Heather D. Royer, Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy Kathleen Lynn Boose, Beneficiary Rac 1 E. Keller, Be ficiary Laura M. Keller, Beneficiary Jennifer C. Keller, Beneficiary Justin D. Keller, Beneficiary- Rachel E. Keller, Custodian for Nolan Stopfel Rachel E. Keller, Custodian for Anna Stopfel .Alyssa M~ Webber, Beneficiary Alyssa M Webber, Custodian for Daniel_ Webber IN WITNESS WHEREOF, and intending to be legally bound, the undersigned have executed this Agreement as of the date first written above. WITNESS: Heather D. Royer, Executrix of the Estate of Barbara Arm McCarthy a/k~a Barbara A. McCarthy Kathleen Lynn Boose, Beneficiary _.. w_~~_-----'~ Rachel E. Keller, Beneficiary ~~~ ~1, ~ Laura M. Keller, Beneficiary .Jennifer C. Keller, Beneficiary, Justin D. Keller, Beneficiary - Rachel E. Keller, Custodian for "Tn?an c;sn»f~l Rachel E. Keller, Custodian for .Anna Stopfel Alyssa M. W ebber, Beneficiary Alyssa M. Webber, Custodian for Daniel Webber 9 ..__... IN WITNESS WHEREOF, and intending to be legally bound, the undersigned have execute~i.this..Agr~ement as o f the date first written above: ' WITNESS: Heather D. Royer, Executrix of the Estate of Barbara Ann McCarthy a/kia Barbara A. McCarthy Kathleen Lynn Boose, Beneficiary Rachel E. Keller, Beneficiary Laura M. Keller, Beneficiary Je fer C. eller, Beneficiary ~~~!~- Justin D. Keller, Beneficiary Rachel E, Keller, Custodian for Nolan Stopfel Rachel E. Keller, Custodian for Anna Stopfel Alyssa M. Webber, Beneficiary Alyssa M. Webber, Custodian for Daniel Webber 9 IN WITNESS WHEREOF, and intending to be legally bound, the undersigned have executed this Agreement as of the date first written above. WITNESS: Heather D. Royer, Executrix of the Estate of Barbara Ann McCarthy a/k%a Barbara A. McCarthy Kathleen Lynn Boose, $eneticiary Rachel E. Keller, Beneficiary Laura M. Keller, Beneficiary _ Jennifer C. Keller, Beneficiary J -tin D. Kell , Benefic' Rachel E. Keller, Custodian for ~.u~~,:: ~toif:;~ Rachel E. Keller, Custodian for Anna Stopfel Alyssa M, Webber, Beneficiary Alyssa M. Webber, Custodian for -. Daniel Webber 4 IN WITNESS WHEREOF, and intending to be legally bound, the undersigned have executed this Agreement as of the date first written above. WITNESS: Heather D. Royer, Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy Kathleen Lynn Boose, Beneficiary Rachel E. Keller, Beneficiary Laura M. Keller, Beneficiary Jennifer C. Keller, Beneficiary .. Justin D. Keller, Beneficiary _ ~~'`- R c el E. Keller, Cu `todian for Nolan Stopfel Rachel E. Keller, Custodian far Anna Stopfel Alyssa M. Webber, Beneficiary Alyssa M. Webber, Custodian for Daniel Webber 9 IN WITNESS WHEREOF, and intending to be legally bound, the undersigned have executed this Agreement as of the date first written above. WITNESS: Heather D. Royer, Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy Kathleen Lynn Boose, Beneficiar~i Rachel E. Keller, Beneficiary Laura M. Keller; Beneficiary ~~ !~ Jennifer C. Keller, Beneficiary- Justin D. Keller, Beneficiary Rachel E. Keller, Custodian for Nolan Stopfel ~-~-- __ Ra el E. Keller, Custodian for Anna Stopfel Alyssa M. Webber, Beneficiary ---- --- _ __ . _.. _. _.~._.._.._ _ _.. _. _ __ Alyssa M. Webber, Custodian for Daniel Webber 9 IN WITNESS WHEREOF, and intending to be legally bound, the undersigned have executed this Agreement as of the date first written above. VF'ITNESS: Heather D. Royer, Executrix of the Estate, of Barbara Ann McCarthy a~'k'~~ ~arbac;i r~. ~vi~i..ar,hy . Kathleen Lynn Boose, Beneficiary Rachel E. Keller, Beneficiary ^~ Laara M. Keller, Beneficiary ~_ _ Jennifer C. Keller, Beneficiary Justin D. Keller, Beneficiary ~~ . ~ Rachel E. Keller, Custodian for Nolan Stopfel Rachel E. Keller, Custodian for .Anna Stopfel !~ A yssa Webber, Beneficiary Alyssa M. Webber, Custodian for Daniel Webber 9 IN WITNESS WHEREOF, and intending to be legally bound, the undersigned have executed this Agreement as of the date first written above. WITNESS: Heather D. Royer, Executrix of the Estate of Barbara Ann McCarthy a/lc~'a rsaruaca y _vt~i,a~ury Kathleen Lynn Bc-ose, Beneficiary Rachel E. Keller, Beneficiary Laura M Keller, Beneficiary Jennifer C. Keller, Beneficiary Justin D. Keller, Beneficiary Rachel E. Keller, Custodian for Nmlan Stopfel Rachel E. Keller, Custodian for Anna Stopfel Alyssa M. Webber, Beneficiary Alyssa .Webber, Custodian for Daniel Webber 9 r'~ Corey R llo, eneficiary Kathleen Lynn Boose, Parent and Natural Guardian of Mycroft Boose 10 Corey Ranallo, Beneficiary ~~ Kathleen Lynn se, Parent and Natural Guar an of Mycroft Boose 1 ~) EXHIBIT A EXHIBIT A [WII.,L] 11 9555-I-SP~ViII/f-IDR/tmc 3!3/08 2:35 PM LAST WILL AND TESTAMENT OF BARBARA A. McCARTHY I, BARBARA A. McCARTHY, presently of Cumberland County, Pennsylvania, declare this to be my Last Will and Testament hereby revoking all Wills and Codicils previously made by me. MARITAL STATUS I declare that I am a widow. CHILDREN I have four (4) children, now living, whose names and dates of birth are as follows: THERESA CLAIRE KELLER STOPFEL born July 15, 1958 LINDA KAY WEBBER born October 31, 1959 THOMAS R. McCARTHY born June 24, 1961 KATHLEEN LYNN BOOSE born July 23, 1967 All references in this Will to my children include only the children named above. ~ r.= .~~ _ _ .. - "= ~ ~. Vii- ... ~'7 - .=~«l _ _ ` Y1. _ - _ ~) _ ~_. > ~ ~ i t - ~~ - LP i DISINHERITANCE ARTICLE I It is my specific intent, by the terms of this Will, to disinherit my children, THERESA CLAIRE KELLER STOPFEL, presently of New Cumberland, Pennsylvania; LINDA KAY WEBBER, presently of Marysville, Pennsylvania; and THOMAS R. McCARTHY, presently of Liverpool, New York, from any interest in my estate and no provision of this Will shall be construed contrary to that expressed intent. SPECIFIC MONETARY BEQUESTS ARTICLE II A. I give the sum of Five Hundred ($500.00) Dollars to JOHN and NANCY VASILIADES, presently of Camp Hill, Pennsylvania, or to the survivor of them. If both JOHN and NANCY VASILIADES fail to survive me, then this gift shall lapse. B. I give the sum of Five Hundred ($500.00) Dollars to JAMES and DEE HINKEL, presently of Camp Hill, Pennsylvania, or to the survivor of them. If both JAMES and DEE HINKEL fail to survive me, then this gift shall lapse. PERSONAL PROPERTY ARTICLE III I give all of my household furnishings and tangible personal property to my daughter, KATHLEEN LYNN BOOSE, presently of Red Lion, Pennsylvania, per stirpes, such that any issue shall represent and take their deceased parent's share. If my daughter, KATHLEEN Page 2 of 10 Pages LYNN BOOSE, fails to survive me and leaves no surviving issue, then I direct that my household furnishings and tangible personal property be sold and the proceeds added to my residuary estate. RESIDUE ARTICLE IV I direct that the rest, residue and remainder of my estate be divided and distributed as follows: A. Twenty-five (25%) percent to my daughter, KATHLEEN LYNN BOOSE, per stirpes, such that any issue shall represent and take their deceased parent's share; B. Seventy-five (75%) percent to be divided equally among my grandchildren and my stepgrandchild who are living at the time of my death: 1. RACHEL E. KELLER, presently of Charleston, South Carolina; 2. LAURA M. KELLER, presently of Philadelphia, Pennsylvania; 3. JENNIFER C. KELLER, presently of Bloomsburg, Pennsylvania; 4. JUSTIN D. KELLER, presently of New Cumberland, Pennsylvania; 5. NOLAN STOPFEL, presently of New Cumberland, Pennsylvania; 6. ANNA STOPFEL, presently of New Cumberland, Pennsylvania; 7. ALYSSA M. WEBBER, presently of Marysville, Pennsylvania; Page 3 of 10 Pages 8. DANIEL WEBBER, presently of Marysville, Pennsylvania; 9. COREY RANALLO, presently of New York, New York, and 10. MYCROFT BOOSE, presently of Red Lion, Pennsylvania. If either NOLAN STOPFEL or ANNA STOPFEL is under the age of twenty-one (21) at the time my estate is to be distributed, then his or her share of my estate shall be transferred instead to RACHEL E. KELLER to be held as custodian for his or her benefit under the Pennsylvania Uniform Transfers to Minors Act until such time as he or she attains the age of twenty-one (21) years. If DANIEL WEBBER is under the age of twenty-one (21) at the time my estate is to be distributed, then his share of my estate shall be transferred instead to ALYSSA M. WEBBER to be held as custodian for his benefit under the Pennsylvania Uniform Transfers to Minors Act until such time as he attains the age of twenty-one (21) years. EXECUTRIX ARTICLE V A. Appointment. I appoint HEATHER D. ROYER as the Executrix of this Will. In the event of the death, resignation, renunciation or inability to act of HEATHER D. ROYER in that capacity, then I appoint SUSAN E. GOOD as the Executrix of this Will in her place and stead. Page 4 of 10 Pages D. Distributions. To make distributions in cash or in kind at current values, or partly in each, allocating specific assets to particular distributees on a non-pro rata basis, and for such purposes to make reasonable determinations of current values; E. Tax Returns. To make elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift or other tax returns and the payment of such taxes, without obligation to adjust the distributive share of income or principal of any person affected thereby; F. Loans. To pay off any loans I may have taken against any life insurance policies owned by me that remain unpaid at the time of my death; G. Borrowing and Encumbering. To borrow money from any person including any fiduciary acting hereunder, and to mortgage or pledge any real or personal property; H. Property Management. To manage, control, repair and improve all real and personal property; I. Insurance. To procure and carry at the expense of the estate, insurance of the kinds, forms and amounts deemed advisable by the Executrix to protect the estate and the Executrix against any hazard; J. Employment of Attorneys, Advisors and Other Agents. To employ any attorney, investment adviser, accountant, broker, tax specialist or any other agent deemed necessary in the discretion of the Executrix; and to pay from the estate reasonable compensation for all services performed by any of them; Page 6 of 10 Pages K. Business Operation. To conduct alone or with others any business in which I am engaged or in which I have an interest at my death, with all the powers of any owner with respect thereto, including the power to delegate discretionary duties to others, to invest other property held hereunder in such business and to organize a partnership or corporation to carry on such business; L. General. To do all the acts, to take all the proceedings, and to exercise all the rights, powers and privileges which an absolute owner of the property would have, subject always to the discharge of her fiduciary obligations. The enumeration of certain powers in this Will shall not limit the general or implied powers of the Executrix. The Executrix shall have all additional powers that may now or hereafter be conferred on the Executrix by law or that may be necessary to enable the Executrix to administer the provisions of this Will, subject to any limitations specified in this Will. NO ALIENATION ARTICLE VII No interest of any beneficiary under this Will or any codicil hereto shall be subject to anticipation or voluntary or involuntary alienation. Page 7 of 10 Pages NO CONTEST ARTICLE VIII If any beneficiary or remainderman under this Will in any manner, directly or indirectly, contests or attacks this Will or any of its provisions, any share or interest in my estate given to that contesting beneficiary or remainderman under this Will is revoked and shall be disposed of in the same manner provided herein as if that contesting beneficiary or remainderman had predeceased me without issue. LEGALITY OF ARTICLES ARTICLE IX If any provision of this Will or of any codicil thereto is held to be inoperative, invalid or illegal, it is my intention that all of the remaining provisions thereof shall continue to be fully operative and effective so far as it is possible and reasonable. TAXES ARTICLE X All estate, inheritance and succession taxes, together with any interest and penalties thereon, payable as a result of my death and imposed with respect to any property, whether or not disposed of by this Will, shall be paid out of the residue of my estate. Page 8 of 10 Pages IN WITNESS WHEREOF, I have hereunto set my hand and seal and caused this my Last Will and Testament, consisting often (10) typewritten pages, including this attestation clause, to be executed, declared and published this ~r~, day of ('Yj. ,rG ~1 2008, at River Chase Office Center, 4431 North Front Street, Harrisburg, Pennsylvania. (SEAL) BARBARA A. McCARTHY Signed, sealed, published and declared by the above named BARBARA A. McCARTHY, Testatrix, as and for her Last Will, in the presence of us and each of us, who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and year last above written. i~r~ 1`~"~. ~'~tcC~l~.. >~ . _..r ~ ~~ ~ ~ r ~.,.wj' ,~ ~'' °~ - ~. G., ~~ , ~ `,.. Residing at - !7~ ~r~ ; ~, , Residing at ~ It~G~~~~L!~ ~~•~~' Residing at ,t~ ~ ~ ~~~ ..dr a G~-G -~.r ~.~ Page 9 of 10 Pages COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN SS. We, BARBARA A. McCARTHY, the Testatrix, and ) f ~'~~. }~ . ~;~~~,(. ~ , r' ~ ~ and ~ " ~ ",~ ,A, ~' • . ,the witnesses, whose names are ~~ signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Will as a witness and that to the best of his or her knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under~no constraint or undue influence. BARBARA A. McCARTHY Witnes!~s t ~' . r~ ~~ Z` .,.~ Witness fitness Subscribed, sworn to and acknowledged before me by BARBARA A. McCARTHY, the Testatrix and subscribed and sworn to before me by ~ 1 • t ~.,1~~ -'% ~~-~~'l/j~---and ' ~~ ~ .~" ,~:~ ~' ~ ,witnesses, this Mt '1 { 14..~ v i _ day of ..f";a ~"~ ;~ ~ .! ~ , 2008. l ,` /~ J ~ , ' Notary P blic My Commission Expires;.., Ci~J~l~~rtt~1~''d`1` ~'F..i_ i ~'i ;."Y :"'i,.w~•~:j~~LV~i`~~f~ ~;~3131;c t SEtui Torya 5. Stener~~ci, ~ti::-~+y PUbi'tc Susqu~:l~arn~. 5`l=t:., r;srupttin County ~,ay~;' ~'!I`tii'!C.'-"k;:,1iG~~s~yfJV.~9,2~Q8 t----~--"" " ~ "t'~!utaries Page 10 of 10 Pages EXHIBIT B EXHIBIT B [CODICIL TO LAST WILL AND TESTAMENT] 12 lii ' 9555-t-S/Codicil/HDR/tmc 2/23/09 4:12 PM 1 3 FIRST CODICIL TO THE WILL OF BARBARA A. McCARTHY I, BARBARA A. McCARTHY, presently of Cumberland County, Pennsylvania, having made my Last Will and Testament dated March 3, 2008, do hereby make, publish and declare this to be a First Codicil to my said Will. ~ - - Vo - ~ L f? %~ Addition of Provisions '_ : ~ %~ ,~• - - The following new Paragraphs are added to Article II on Page 2 of the aforis~~,d Will; ~,-`; --~ . , -, ,_J ~ C. I give the sum of Five Hundred ($500.00) Dollars to KIM WRIGHT Mid RICHARD WRIGHT, presently of Camp Hill, Pennsylvania, or to the survivor of them. If both KIM WRIGHT and RICHARD WRIGHT fail to survive me, then this gift shall lapse. D. I give the sum of Five Hundred ($500.00) Dollars to JUNE SHEAFFER, presently of Fredericksburg, Pennsylvania-. If JUNE SHEAFFER fails to survive me, then this gift shall lapse. E. I give the sum of Five Hundred ($500.00) Dollars to MARY MAHEY, presently of Harrisburg, Pennsylvania. If MARY MAHEY fails to survive me, then this gift shall lapse. F. I give the sum of Five Hundred ($500.00) Dollars to MELANIE PEPPERMAN and SCOTT PEPPERMAN of Mechanicsburg, Pennsylvania, or to the survivor of them. If both MELANIE PEPPERMAN and SCOTT PEPPERMAN fail to survive me, then this gift shall lapse. G. I give the sum of Five Hundred ($500.00) Dollars to REBECCA KARGE, presently of Mechanicsburg, Pennsylvania. If REBECCA KARGE fails to survive me, then this gift shall lapse. Republication of Will In every other respect, I hereby confirm and republish my Last Will and Testament dated March 3, 2008. IN WITNESS WHEREOF, I have hereunto set my hand and seal and caused this First Codicil, consisting of four (4) typewritten pages, including this attestation clause, to my Last Will and Testament dated March 3, 2008 to be executed, declared and published this ~ day of f~.h , 2009, at 11 Hartzdale Drive, Camp Hill, Pennsylvania. ~~n ~~ ~~ 7l l Il"_Ct3-~~ (SEAL) BARBARA A. McCART Page 2 of 4 i Signed, sealed, published and declared by the above named BARBARA A. McCARTHY, Testatrix, as and for her First Codicil for her Last Will, in the presence of us and each of us, who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and year last above written. Residing at ~, dw-7/~ Residing at 1~~~ ~~~~~ ~D2 r a~~ ~~~~ ~.,~.,~~G~~-f~,~~. P.A- t~o3~ Page 3 of 4 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN We, BARBARA A. ivIcCARTHY, the Testatrix, an $~ ~. ~~ ,the witnesses, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as the First Codicil to her Last Will; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the First Codicil as a witness and that to the best of his or her knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. BARBARA A. McCARTH fitness Witness Subscribed, sworn to and acknowledged before e by BARBARA A. McCARTHY, the Testatrix, and subscribed and sworn to before me by and ~~~~ L, ~ _, witnesses, this a`~"~ day of ~,-~~ , 2009. '~ ~~ ~.:.~ ~. Notary Public ~" l (SEAL) COMMONWEALTH OF PENNSYI-VANIA Vicky L~ No~Y ~~ ~~ Twp., pauphin County MY Commission Expires Jan. 6, 2011 Page 4 of 4 Member, Pennsylvania Association of Notaries EXHIBIT C EXHIBIT C [PA INHERITANCE TAX RETURN] 13 15056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po sox 2sosol INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 209-28-9279 04/17/2009 07/19/1936 _ __ _ __.._ .. __ MI Decedent's Last Name Suffix Decedent's~First Name 'McCarthy Barbara A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI _._ _ _ __. __ .._ _~.T - Spouse's Social Security Number "" THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ;'~ 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) :5 4. Umited Estate ~ 4a. Future Interest Compromise (date of ~':`.„f 5. Federal Estate Tax Return Required death after 12-12-82) ~°l,;x 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust _ 1__ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) ~~'~ : 9. Litigation Proceeds Received s"~.,~ 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Heather D. Royer ; (717) 234-2401 Firm Name (IfApp6cable) _ .. _ .._.. _ __ _. . _ __ __ _ _... __ _ .._ __.__ __ _..__._ .... .... .____._~._w_ ____.__..~_ __ __,_ I REGISTER OF WILLS USE C}I>~1 Y ' Smigel, Anderson &Sacks n ~ -rte . .._ __ ...... _ . _ ~_ , ... m_.. _.. - ~_ _.... _ ~.. - First line of address ._.__... __ ... .... _._-_ __.. ...... -- -. ~ ; r^t~ ,.-- 4431 North Front Street ~ ~ ' ~~ rn- ~ `- `' _~_ _. _. __T ~ I ~~ ~ ~ Second line of address ~ r . -, ~ ? __ ~Thi _ _. _ _... , _ . ~ .. _ .. _ rd Floor _ ._ ..._ .~ ~ . , 11 ~_~c~ -o -, ~ ~~~"~~ ~ !. DA'r~~ED r. ! City or Post Office State ZIP Code ~ ~ ...... ~ Harrisburg PA 17110 ~ ~`~ Correspondent's a-mail address: HfOyer@SBSIIp.COm Under penalties of perjury, I declare that 1 have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, cbrcect and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATU OF PERS~ NSIBLE FOR FILING RETURN DAT l SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 15056052059 REV-1500 EX Decedent's Social Security Number decedent's Name: Barbara A McCarthy '; 209-28-9279 RECAPITULATION 1. Real estate (Schedule A) . ............................................ t 139,176.38 2. Stocks and Bonds (Schedule B) 2. 18,619.11 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ............................. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. 6. Jointly Owned Property (Schedule F) ~" Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested........ 7. ', 8. Total Gross Assets (total Lines 1-7) .................................... 8. 9. Funeral Expenses & Administrative Costs (Schedule H) ..................... 9. 10. Debts of Decedent, Mortgage Liabilities, 8~ Liens (Schedule I) ................ 10. 11. Total Deductions (total Lines 9 & 10) ................................... 11. 18, 886.47 9, 772.05 71,190.61 ': 257,644.62 '. 22,734.25 ''. 3,094.63 ': 25,828.88 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. _ 231,815.74 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which ~~~'~~~~~ ~~ ~ ' ~~~ ~ ~ ~ ~ `~" ~ ~ ~'~"`~~ ~`~' an election to tax has not been made (Schedule J) ...................... .. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .............. ..... .. 14. 23,~$43f4"0'0` .- _. _ _.-~____,_._.~..~....._._.,_...n...~...._ u..n,. .....~._ -.m_ ..._._.w.._ ...~.._.._...,~_,....,~_~....-.R..~,. e.,._.~... TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES ~/ 3 ~ 8 / s~ 7 15. Amount of Line 14 taxable J at the spousal tax rate, or transfers under Sec. 9116 __ _ .. _. _ (a)(1.2) X .0_ ~ 15. 16. Amount of Line 14 taxable `~ "`°~~ `~"' _`" ".. " ~ ~° --.., ~. .. . Q.~q ~.... ~ ~~. at lineal rate x .045 228,315.74: 16, 10,274.21 17. Amount of Line 14 taxable ~~~~ a .._ ~ ~ ~~~ .w_. at sibling rate X .12 17. : ... 18. Amount of Line 14 taxable 500.00: 3 525 00 , at collateral rate x .15 18 . 19. TAX DUE ....................................................... .. 19. ', 10,799.21 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 .,Ly 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: ~.__w.,_ File Number ...:. .,_„_, }r..~~~ . i !j DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER Barbara A McCarthy 209-28-9279 STREET ADDRESS 11 Hartzdale Drive CITY Camp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments 10,000.00 C. Discount 526.30 Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :.................................................................................... ...... ^ 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? .................................................................................................................. ...... 0 ^ 272.91 272.91 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 three (3) percent [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 zero (0) percent [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 zero (0) percent [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 four and one-half (4.5) percent, 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 twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling isdefined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 10,799.21 10,526.30 REV-1502 EX+ (6-98) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Barbara Ann McCarthy a/k/a Barbara A. McCarthy 21-09-0398 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be (If more space is needed, insert additional sneers or the same size) REV-1503 EX+ (6-98) - SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Barbara Ann McCarthy a/k/a Barbara A. McCarthy 21-09-0398 All property iointlY-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98) SCI~IEDt1LE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS $c MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Barbara Ann McCarthy a/k/a Barbara A. McCarthy 21-09-0398 Include the proceeds of litigation and the date the proceeds were received by the estate. Ali property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PNC Bank Checking Account #5005709724 25.00 2. Members 1st Federal Credit Union Account#317556-00 7,483.97 3. Personal Property 7,642.00 4. Malzeppi Funeral Home Pre-Arrangement Plan 3,685.00 5. Holy Spirit Hospital refund on payment of medical bill 12.50 6. Refund from Ohio Casualty Homeowners Insurance 38.00 TOTAL (Also enter on line 5, Recapitulation) 3 18,886.47 (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (6-98) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Barbara Ann McCarthy a/k/a Barbara A. McCarthy 21-09-0398 If an asset was made joint within one year of the decedent's date of death, it must 6e reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A• Kathleen L. Boose 301 Pleasant Corner Ct., Red Lion, PA 17356 Daughter B c. InlNrl v.nwNFn PRAPFRTY~ ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % of DECD'S INTEREST DATE of DEATH VALUE OF DECEDENTS INTEREST t' A' 03/28107 PNC Bank Account #5140039655 19,538.40 50% 9,769.20 2• A. 11!03175 Members 1st Federal Credit Union #17812-00 5.69 50% 2.85 TOTAL (Also enter on line 6, Recapitulation) (S 9,772.05 (If more space is needed, insert additional sheets of the same size) REV-1510 EX+ (6-98) SCHEDULE G COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS & INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Barbara Ann McCarthy a/k/a Barbara A. McCarthy 21-09-0398 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEOENTAND THE DATE OF TRANSFER ATTACHA COPY OF THE DEED FOR REAL ESTATE DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1. PNC Investment Account #5001-4654 10,372.43 100 10,372.43 2. Members 1st Federal Credit Union IRA Savings Account #317556-10 9,551.66 100 9,551.66 3. MetLife Total Control Account #4035269765 12,143.26 100 12,143.26 4. Office of Personnel Mgt-Thrift Savings Plan #6207923497647 39,123.26 100 39,123.26 TOTAL (Also enter on line 7 Recapitulation) 3 I 71,190.61 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Barbara Ann McCarthy a/k/a Barbara A. McCarthy 21-09-0298 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~~ Melzeppi Funeral Home 4,492.35 2. Funeral Luncheon 222.72 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) _ Street Address City .State Zip Year(s) Commission Paid: 2. Attorney Fees 16,912.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State _ Zip Relationship of Claimant to Decedent 4, Probate Fees 379.00 5, Accountant's Fees g. Tax Return Preparer's Fees ~. Register of Wills -Short Certificates 4.00 s. Legal Advertisement 230.68 s. Auctioneer Appraisal 125.00 10. Title Abstract Fee 35.00 11. Mileage and Postage 79.50 12. Repairs to house 254.00 TOTAL (Also enter on line 9, Recapitulation) I $ 22734.25 (If more space is needed, insert additional sheets of the same size) ' REV-1512 EX+(1Z-03) SCHEDULE 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Barbara Ann McCarthy a/k/a Barbara A. McCarthy 21-09-0398 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~ PP&L 251.84 2. UGI 213.21 3. PA American Water 194.75 4. Andrews & Patel - Re: Chart copy fee 51.60 5. Lower Allen Township -Sewer 96.00 6. Ohio Casualty Insurance -Homeowners Insurance 128.00 7. Darren Barbacci, DPM - Re: Foot doctor bill 25.00 8. Quantum Imaging -Medical bill 8.17 9. John Vasiliadis - Re: Lawn Maintenance 315.00 10. Harrisburg Pharmacy -Pharmacy bill 70.86 11. Smigel, Anderson & Sacks - Re: Estate planning invoice 1,679.50 12. Holy Spirit Hospital -Medical bill 60.70 TOTAL (Also enter on line 10, Recapitulation) $ I 3,094.63 (If more space is needed, insert additional sheets of the same size) 'REV-1513 EX+ (9-0O) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT -- ESTATE OF FILE NUMBER Barbara Ann McCarthy alk/a Barbara A. McCarthy 21-09-0398 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [indude outright spousal distributions, and transfers under Sec. 9116 {a} (1.2)} 1 • Kim Wright and Richard Wright, Camp Hill, PA Friends $500.00 2• Jue Sheaffer, Fredericksburg, PA Friend 500.00 3. Mary Mahey, Harrisburg, PA Friend 500.00 4• Melanie & Scott Pepperman, Mechanicsburg, PA Friends 500.00 5• Rebecca Karge Friend 500.00 6. John & Nancy Vasiliades, Camp Hill, PA Friends 500.00 7. James & Dee Hinkel, Camp Hill, PA 'Friends 500.00 8• Kathleen Lynn Boose Daughter 25% of residue 9. Rachel E. Keller, Charleston, SC Grandchild 7.50% of residue 10. Laura M. Keller, Philadelphia, PA 'Grandchild 7.50% of residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THRO UGH 18, AS APPROPRIATE, ON RE V-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) SCNEDI~LE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Barbara Ann McCarthy a/k/a Barbara A. McCarthy 21-09-0398 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [indude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)1 1 • Jennifer C. Keller, Bloomsburg, PA Grandchild 7.50% of residue 2• Justin D. Keller, New Cumberland, PA Grandchild 7.50% of residue 3. Nolan Stopfel, New Cumberland, PA Grandchild 7.50% of residue 4• Anna Stopfel, New Cumberland, PA Grandchild 7.50% of residue 5• Alyssa M. Webber, Marysville, PA Grandchild 7.50% of residue 6. Daniel Webber, Marysville, PA :Grandchild 7.50% of residue 7• Corey Ranallo, New York, New York Grandchild 7.50% of residue 8. Mycroft Boose, Red Lion, PA Grandchild 7.50% of residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S'" (If more space is needed, insert additional sheets of the same size) 9555-i-5%CodicilMDR/tmc 2/23/09 '>.PM ' FIRST CODICIL TO THE WILL OF BARBARA A. McCARTHY I, BARBARA A. McCARTHY, presently of Cumberland County, Pennsylvania, having made my Last Will and Testament dated March 3, 2008, do hereby make, publish and declare this to be a First Codicil to my said Will. r~ ~, Addition of Provisions °~ '~ :` ~ " ~ ~ ~-- - -:, , The following new Paragraphs are added to Article II on Page 2 of the afo~~s~rd Will;.,, - C. I give the sum of Five Hundred ($500.00) Dollars to KIM WRIGHT 2~d RICHARD WRIGHT, presently of Camp Hill, Pennsylvania, or to the survivor of them. If both KIM WRIGHT and RICHARD WRIGHT fail to survive me, then this gift shall lapse. D. I give the sum of Five Hundred ($500.00) Dollars to JUNE SHEAFFER, presently of Fredericksburg, Pennsylvania. IfJUNE SHEAFFER fails to survive me, then this gift shall lapse. E. I give the sum of Five Hundred ($500.00) Dollars to MARY MAHEY, presently of Harrisburg, Pennsylvania. If MARY MAHEY fails to survive me, then this gift shall lapse. F. I give the sum of Five Hundred ($500.00) Dollars to MELANIE PEPPERMAN and SCOTT PEPPERMAN of Mechanicsburg, Pennsylvania, or to the survivor of them. If both MELANIE PEPPERMAN and SCOTT PEPPERMAN fail to survive me, then this gift shall lapse. ° ~' 5 G. I give the sum of Five Hundred ($500.00) Dollars to REBECCA KARGE, presently of Mechanicsburg, Pennsylvania. If REBECCA KARGE fails to survive me, then this gift shall lapse. Republication of Will In every other respect, I hereby confirm and republish my Last Will and Testament dated March 3, 2008. IN WITNESS WHEREOF, I have hereunto set my hand and seal and caused this First Codicil, consisting of four (4) typewritten pages, including this attestation clause, to my Last Will and Testament dated March 3, 2008 to be executed, declared and published this ,~ day of {~_ ~ , 2009, at 11 Hartzdale Drive, Camp Hill, Pennsylvania. ~~ ,~',~ ~ ~~ ~11~ ~~ (SEAL) BARBARA A. McCART Page 2 of 4 Signed, sealed, published and declared by the above named BARBARA A. McCARTHY, Testatrix, as and for her First Codicil for her Last Will, in the presence of us and each of us, who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and year last above written. ~- Residing at ~, ,~,'!,~/~ Residing at 1G~~ ~ ~~~ ~p2 ~.~,,~oCd~-f~~ P~- t~o3~ I~I Page 3 of 4 COIvIMONR'EALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN We, BARBARA A. NIeCARTHY, the Testatrix, an ~.(SG,,n ~. l5~ ,the witnesses, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as the First Codicil to her Last Will; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the First Codicil as a witness and that to the best of his or her knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Y~l'~0 C7~Q] di' ~ ~ -~ rFIL~ BARBARA A. McCARTH~ fitness Witness Subscribed, sworn to and acknowledged before e by BARBARA A. McCARTHY, the Testatrix, and subscribed and sworn to before me by and ,~ L' ~ ,witnesses, this o2 `r~" day of ~r,~~ , 2009. . __ ..,, ~:~:~.. - l Notary Public _-. _._~ (SEAL) COMMONWEALTH OF PENNSYLVANIA Notarial Seat Vicky L Fitz, Notary Public Susquehanna Twp., Dauphin t;,ounty Page 4 of 4 M-Y Commission Expires Jan. 6, 2011 Member, Pennsylvania Association of Notaries 9555-1-SPvVill/HDR/tmc 3/3/08 2:35 F. LAST WILL AND TESTAMENT OF BARBARA A. McCARTHY I, BARBARA A. McCARTHY, presently of Cumberland County, Pennsylvania, declare this to be my Last Will and Testament hereby revoking all Wills and Codicils previously made by me. MARITAL STATUS I declare that I am a widow. CHILDREN I have four (4) children, now living, whose names and dates of birth are as follows: THERESA CLAIRE KELLER STOPFEL born July 15, 1958 LINDA KAY WEBBER born October 31, 1959 THOMAS R. McCARTHY born June 24, 1961 KATHLEEN LYNN BOOSE born July 23, 1967 All references in this Will to my children include only the children named above. - - c~ ` ~~ ,.., "~=-, - - ~) ~ - 1 l~ ~ DISINHERITANCE ARTICLE I It is my specific intent, by the terms of this Will, to disinherit my children, THERESA CLAIRE KELLER STOPFEL, presently of New Cumberland, Pennsylvania; LINDA KAY WEBBER, presently of Marysville, Pennsylvania; and THOMAS R. McCARTHY, presently of Liverpool, New York, from any interest in my estate and no provision of this Will shall be construed contrary to that expressed intent. SPECIFIC MONETARY BEQUESTS ARTICLE II A. I give the sum of Five Hundred ($500.00) Dollars to JOHN and NANCY VASILIADES, presently of Camp Hill, Pennsylvania, or to the survivor of them. If both JOHN and NANCY VASILIADES fail to survive me, then this gift shall lapse. B. I give the sum of Five Hundred ($500.00) Dollars to JAMES and DEE HINKEL, presently of Camp Hill, Pennsylvania, or to the survivor of them. If both JAMES and DEE HINKEL fail to survive me, then this gift shall lapse, PERSONAL PROPERTY ARTICLE III I give all of my household fiunishings and tangible personal property to my daughter, KATHLEEN LYNN BOOSE, presently of Red Lion, Pennsylvania, per stirpes, such that any issue shall represent and take their deceased parent's share. If my daughter, KATHLEEN Page 2 of 10 Pages LYNN BOOSE, fails to survive me and leaves no surviving issue, then I direct that my household furnishings and tangible personal property be sold and the proceeds added to my residuary estate. RESIDUE ARTICLE IV I direct that the rest, residue and remainder of my estate be divided and distributed as follows: A. Twenty-five (25%) percent to my daughter, KATHLEEN LYNN BOOSE, per stirpes, such that any issue shall represent and take their deceased parent's share; B. Seventy-five (75%) percent to be divided equally among my grandchildren and my stepgrandchild who are living at the time of my death: 1. RACHEL E. KELLER, presently of Charleston, South Carolina; 2. LAURA M. KELLER, presently of Philadelphia, Pennsylvania; 3. JENNIFER C. KELLER, presently of Bloomsburg, Pennsylvania; 4. JUSTIN D. KELLER, presently of New Cumberland, Pennsylvania; 5. NOLAN STOPFEL, presently of New Cumberland, Pennsylvania; 6. ANNA STOPFEL, presently of New Cumberland, Pennsylvania; 7. ALYSSA M. WEBBER, presently of Marysville, Pennsylvania; Page 3 of 10 Pages 8. DANIEL WEBBER, presently of Marysville, Pennsylvania; 9. COREY RANALLO, presently of New York, New York, and 10. MYCROFT BOOSE, presently of Red Lion, Pennsylvania. If either NOLAN STOPFEL or ANNA STOPFEL is under the age of twenty-one (21) at the time my estate is to be distributed, then his or her share of my estate shall be transferred instead to RACHEL E. KELLER to be held as custodian for his or her benefit under the Pennsylvania Uniform Transfers to Minors Act until such time as he or she attains the age of twenty-one (21) years. If DANIEL WEBBER is under the age of twenty-one (21) at the time my estate is to be distributed, then his share of my estate shall be transferred instead to ALYSSA M. WEBBER to be held as custodian for his benefit under the Pennsylvania Uniform Transfers to Minors Act until such time as he attains the age of twenty-one (21) years. EXECUTRIX ARTICLE V A. Appointment. I appoint HEATHER D. ROPER as the Executrix of this Will. In the event of the death, resignation, renunciation or inability to act of HEATHER D. ROPER in that capacity, then I appoint SUSAN E. GOOD as the Executrix of this Will in her place and stead. Page 4 of 10 Pages B. Bond. No bond or other security shall be required of any Executrix appointed in this Will. C. Comuensation. The Executrix shall receive reasonable compensation for her services performed as determined by the Court in which this Will is admitted to probate. EXECUTRIX POWERS ARTICLE VI I give my Executrix in addition to and not in limitation of the powers given by law or by other provisions of this Will, the following powers with respect to settlement of my estate, to be exercised from time to time in the discretion of my Executrix without further order or license of the Register of Wills or of any court: A. Investments. To retain any property, pending distribution hereunder, to invest in or purchase any property without restriction to legal investments for fiduciaries, to compromise claims, and to sell any property at public or private sale; B. Securities. To hold shares of stock or other securities in nominee registration form, including that of a clearing corporation or depository, or in book entry form or unregistered or in such other form as will pass by delivery; C. Litigation. To engage in litigation and compromise, arbitrate or abandon claims; Page 5 of 10 Pages D. Distributions. To make distributions in cash or in kind at current values, or partly in each, allocating specific assets to particular distributees on a non-pro rata basis, and for such purposes to make reasonable determinations of current values; E. Tax Returns. To make elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift or other tax returns and the payment of such taxes, without obligation to adjust the distributive share of income or principal of any person affected thereby; F. Loans. To pay off any loans I may have taken against any life insurance policies owned by me that remain unpaid at the time of my death; G. Borrowing and Encumbering. To borrow money from any person including any fiduciary acting hereunder, and to mortgage or pledge any real or personal property; H. Property Management. To manage, control, repair and improve all real and personal property; I. Insurance. To procure and carry at the expense of the estate, insurance of the kinds, forms and amounts deemed advisable by the Executrix to protect the estate and the Executrix against any hazard; J. Employment of Attorneys, Advisors and Other Agents. To employ any attorney, investment adviser, accountant, broker, tax specialist or any other agent deemed necessary in the discretion of the Executrix; and to pay from the estate reasonable compensation for all services performed by any of them; Page 6 of 10 Pages K. Business Operation. To conduct alone or with others any business in which I am engaged or in which I have an interest at my death, with all the powers of any owner with respect thereto, including the power to delegate discretionary duties to others, to invest other property held hereunder in such business and to organize a partnership or corporation to carry on such business; L. General. To do all the acts, to take all the proceedings, and to exercise all the rights, powers and privileges which an absolute owner of the property would have, subject always to the discharge of her fiduciary obligations. The enumeration of certain powers in this Will shall not limit the general or implied powers of the Executrix. The Executrix shall have all additional powers that may now or hereafter be conferred on the Executrix by law or that may be necessary to enable the Executrix to administer the provisions of this Will, subject to any limitations specified in this Will. NO ALIENATION ARTICLE VII No interest of any beneficiary under this Will or any codicil hereto shall be subject to anticipation or voluntary or involuntary alienation. Page 7 of 10 Pages NO CONTEST ARTICLE VIII If any beneficiary or remainderman under this Will in any manner, directly or indirectly, contests or attacks this Will or any of its provisions, any share or interest in my estate given to that contesting beneficiary or remainderman under this Will is revoked and shall be disposed of in the same manner provided herein as if that contesting beneficiary or remainderman had predeceased me without issue. LEGALITY OF ARTICLES ARTICLE IX If any provision of this Will or of any codicil thereto is held to be inoperative, invalid or illegal, it is my intention that all of the remaining provisions thereof shall continue to be fully operative and effective so far as it is possible and reasonable. TAXES ARTICLE X All estate, inheritance and succession taxes, together with any interest and penalties thereon, payable as a result of my death and imposed with respect to any property, whether or not disposed of by this Will, shall be paid out of the residue of my estate. Page 8 of 10 Pages IN WITNESS WHEREOF, I have hereunto set my hand and seal and caused this my Last Will and Testament, consisting often (10) typewritten pages, including this attestation clause, to be executed, declared and published this _ day of (Y). rG ~ , 2008, at River Chase Office Center, 4431 North Front Street, Harrisburg, Pennsylvania. (SEAL) BARBARA A. McCARTHY Signed, sealed, published and declared by the above named BARBARA A. McCARTHY, Testatrix, as and for her Last Will, in the presence of us and each of us, who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and year last above written. Tna n~ ~a~t~d~~ ~~ t y 4. ° ~ . Residing at c~ 4~~ ~°~~ ~~ -- : . Residing at ,.~G`5 Gi~GGJC~~~~r~ ~~~?C f Residing at r `~~ ~..~r ~'~ ..G ` ~ ~ ''' ~._-...~ Page 9 of 10 Pages COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN SS. .~...~-- We, BARBARA A. McCARTHY, the Testatrix, and ~ l~71{x ~ . '~ ' ;()~.t ~ , ,~-, ,~~~~' the witnesses, whose names are ~..~ signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Will as a witness and that to the best of his or her knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no clo~nstraint or undue influence. BARBARA A. McCARTHY mess ,^~ ,~ / ~ , • I • ; M Witness fitness Subscribed, sworn to and acknowledged before me by BARB~A'RA A. McCARTHY, the Testatr~~ and subscribed and sworn to before me by ~~~',~ ~'~t~ • ~'(~(;~.~(~ / , .-,?`J ~~t ~~ ~~~.~..i1~~--and ~ ~ .u~'~'' ,witnesses, this -,.~ 'l ~~, ., r _ day of ~. f ,~ ,~'~ , 2008. / ~~ , f j `' ~ rl Notary P blic My Co~~++m~~~m~7i~~s''44slion Expxes_,".,~uwA,•a~~ VotYt~J~UIY t~~l i~t'. `:i..i ._..:._~.~.._. lot ~~/a S. ~tcr~t;~~ci, ~:~~:-!ry Public Susqu ~E?anrr~ .. "wt{; . ns<<,,pi~;ir County ~Ih+ ('~.rP:^':>:?i~?r ' _~Xr-.~i c;3. !_iOV. ;~~, `L}~8 .,I autdq BS i.a:. ~.~. ., ~. .. _ .... .. . Page 10 of 10 Pages -•A•'~ettlement State><. ur U.S. Department of Housing and Urban Development •'r OMB Approval No. 2502-0265 B. T e of Loan 1.~1 FHA 2.^ FmHA 3. ~ Conv. Unins 4.D VA 5.^ Conv. Ins. 6. File Number 39054DAISLEY 7. Loan Number 0263745028 8. Mortgage Insurance Case Number 441-9334989-703 C. NOTE: This form is famished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(p.o.c.)" were paid outside the closing; they are shown here for informational purposes and are not included in the totals. D. NAME OF BORROWER: Matthew R. Andrechik and Jill M. Daisley ADDRESS OF BORROWER: 116 Locust Wa Carlisle PA 17015 E. NAME OF SELLER: The Estate of Barbara A. McCarthy ADDRESS OF SELLER: 443 ]North Front Street Harrisbur PA 17110 F. NAME OF LENDER: Wells Fargo Bank, N.A. ADDRESS OF LENDER: G. PROPERTY 11 Hartzdale Drive LOCATION: Camp Hill, PA 17011 H. SETTLEMENT AGENT: SHUMAICER WILLIAMS, P.C. 3425 SIMPSON FERRY ROAD, CAMP HILL, PA 17011 PLACE OF SETTLEMENT: 342 N FE Y OAD CA HILL PA 17011 I. SETTLEMENT DATE: J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100.GR S AMOUNT D FROM BORROWER 400.GR0 S AMO DUE TO SELLER O1. tracts es rice 151 0 00 401. ontract 1 s ice 1 1 900.00 102.Per onal roe 402.Pe ro e 10 .Settlement ch es t orrower line 140 5 880.75 40 . 4. 404. 1 405. Adjustments for items aid el i dv ce d' tme is for item aid sell r in a vance 06. /t wn 9/14/2009 to 12 2 0 ,87 406.Ci /to s /14200 to 2/3 /2 9 93.87 10 . tax 9/14/2009 to 12 31/2 74.33 7. oun a 9/14/200 to 12/31/2 74.3 108.Assessments to 408. ssessments to 10 . chool Tax 9/14/2009 to 6/30/2010 798.76 409.School Tax 9/14/2009 to 6/30/2010 798.76 110 S wer J/A/S 4 0 /30 200 41 Sew r J/A/ / 4 00 t 9 3 /2 0 6. 111. r J/ /14/2 9 to / / 0 0.17 411.Trash /A/S / 4/20 9 to / /200 10.1 112. to 412. to 120.GROSS AMOUNT DUE FROM BORROWER ' 158,764.54 420.GROSS AMOUNT DUE TO SELLER 152,883.79 200.AMOUNTS PAID BY OR nV BEHALF OF BORROWER SOO.REDUCTIONS IN AMOUNT DUE TO SELLER 201.D osit or earnest one SOI.Excess de osit see instructions ci ou f new I ettl nt c ar to ell lin 400 203.Existin loans taken ub'ect to 50 .Existin 1 an s taken s b'e t to 204. 504 Pa off of first mort a e to 205. 5 .P ff of second mort a e loan 206 Princi al amount of seller financin 506.Princi al amount of seller financin 207. 507. 208 508. 209. 509. 209a 509a 20 509b Adjustments for items unpaid by seller Adjustments for items unpaid by seller 210.Ci /town taxe t 510.Ci /town tax to 211.C un taxes to S11.Coun taxe to 212.Asses me is to 512.Assessments to 0 51 o 214. to 514. to 215. 515. 216. t 516. 217. 0 517. 21 518. to 219. to 519. to 220.TOTAL AMOUNTS PAID BY OR rN BEHALF OF BORROWER ' 150,148.00 520.TOTAL REDUCTIONS IN AMOUNT DUE SELLER ~ 13,707.41 300.CASH AT SETTLEMENT FROM/r0 BORROWER 600.CASH AT SETTLEMENT TO/FROM SELLER 301.Gross amount due from borrower line 120 158 764.54 601.Gross amount due to seller ]ine 420 152 883.79 30Z.Less amounts aid b /for borrower line 220 150 148.00 602.Less reductions in amount due seller line 520 13 707.41 303.CASH ®From ^ To BORROWER ' 8,616.54 603.CASH ®To ^ From SELLER' 139,176.38 PAGE 1 HUD-1 (3-86) RESPA, HB 4305.2 02001 Duplny Systwa, Ina (663) 763-8855 - Luer Geaerstee U.S. DEPARTMENT OF HOUSING ANP ""BAN DEVELOPMENT SETTLEMENT STATEML PAGE 2 L. ~etztemeot ~nar es - - L A O M. d o rice %= 4 Paid From Paid From °' n of n t' a 700 as fo ows: Borrower's Seller's Ol. Funds At Funds At 702• to Settlement Settlement 703. o missi ai at a lem t 0 704. to 800. Items Pa able In Connection With Loan 801 L ri inati n ee °/ to 02. Discou t °/ t . A e to atu in 42 * * 4. rt re ina t 4 t 06 rt a In ce A 1' ation to n ' i t Wel a B .A p [ WF t 56 t d 1 2° to in Iti 7 4 *P. C.* . V ee to ant 2 t Fe to i a F' n & alt .0 ax rv' e F d r 815. to 900. Items Re aired B Leader To Be Paid In Advance . I ter st fr / 4/ to 1/ 22 4 /da 9 rt e I rant Pre or month t .20 90 Hazard ante Premi or az to In ura a .00 *p 4• a to 905. eazs to 1000. Reserves De osited With Lender 1 1 i c 7 1002. Mort a e insurance m nths 66.7 er o th 100. i roe a nth er 10 4. n roe taxe nt 4 7 ont 100 . An 1 es m n r 1006. c 4 nt 8 . 7 36.2 10 7. t nt e 1008. months er month 1009. 1100. Title Char es 1101. Settlem nt or closin f e to 1102. tra to 1 3. a to 1104. 't i to 0 . D come re ion t 1106. No a to C e .00 7. tt 's e des above it bet : 1 e t i li _ ~~oF~g include above items number : 1 10 1104 _- _ - er' v .p. 4 - 11 0. r' v g 1 a -- I I t c it e 1112. to 1113. to 1200. Government Recordin and Transfer Cha es 1202. i/ n 51 00• - a e • S-M rt e s g ,1 t - e 1204. Pin Certification Recorder of Deeds 20.00 1205. 1300. Additional Settlement Char es to 3 2 to 130. t 0 130 .20 / 0 Sc of ax to B n i .Miller Co let or 02 . t ee to - c. 6 130 to 1308. to 1309. to 1400. Total Settlement Charges (enter on lines 103, Section !and 502, SectionK) ~ 5,880.75 13,707.41 "" "" DATE: 9/ ~/~009. I have carefully reviewed the HUD - 1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement oilalrrece~pts and disbursements made on my account or by me in this transaction. I further certify that I have received a copy of the HUD - 1 Settlement Statement. *'Seller Pa in s Cl/osi~ng~C std*i* - The ta\1Ie of Barbara A. McCarthy t" ~'``, '"~"`"~G / Borrower 1 `l-i y ~t F- ~~~ ~~ ~ Seller Matthew R Andrechik cachet D Royet;'~xecutrix ' ~ ~ Borrower Seller J' I.~ Daisley T~e,fi-IUD-1 Settlement Statement wh c I a ` prepared is a true and accurate account of this transaction. I have caused the funds to be disbursed in accord- an~e with this statement. / SHUMAKER WiLLIAMS, P.C. ' ~ 5ettlement Agent 9/14/2009 Date WARNING: It is a crime to know' I ake statements to the United States on this or any other similar form. Penalties upon conviction can include a fine and imprisonment. For details see: Ti U.S. Code Suction 1001 and Section 1010. 39054DAISLEV Calculated Value of Your Paper Savings Bond(s) Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 04/2009 Page 1 of 4 Total Price Total Value Tota) Interest YTD Interest $9,375.00 $18,296.79 $8,921.79 $210.86 Bonds: i-204 of 204 Serial # Series Issue Denom Date Next Accrual Final Maturity Issue Price Interest Interest Rate Value NotF 0805273556 EE $100 04/2005 05/2009 5 04/2035, $50.00 $7.52 " 2.80% $57.52 P5 K57653812 EE $75 01/1987 07/2009 01/2017 $37.50 $75.78 4.00% $113.28 ' K93355765 EE„ $75 05/1989 .05/2009 , 05/2019 $37.50 ,$65.10 4.00% $102.60 K93946997 EE $75 01/1990 .07/2009 01/2020 $37.50 , $63.09 4.00%: , $100.59: 0365359474, EE $.100 .08/1992 :08/2009 ,08/2022 _ $50.00 $71.48 4.00% $121 .48 0409820984 EE „ $100 02/,1993 08/2009 02/2023 , $50.00 $69.12 4.00% , $119.12 0483448175_ EE $100 10/1994 10/2009 10/2024 $50.00; . _, $41.76 2.44% , $91.76 0792004750 EE $100 06/2004 05/2009 06/2034 $50_.00. . $8.92, 2.80% $58.92 P5 0775368880 EE $100 06/2003 :05/2009 06/2033 $50.00 , $10.92 2.80% $60.92 0801793814 EE $,100 12/2004 05/2009 12/2,034 $50.00 $8.04 2.80% $58.04 P5 0790862666 EE„ $100 .02%2005 05/2009 02/2035 $50.00, $7.76 2.80%_ $57.76 P5 0807811796 EE $100 06J2005 '05/2009 06/2035 , $50.,00 $6.60: , 3.50% $b6.6Q P5 0811708972_ EE $100 10/2005 .05/2009 ,10/2035 $50.00 $5 96 3.50% $55.96 _ P5 0813264389 EE $1,00 10/2005 05/2009 10/2035 $50.0.0. _ $5.96 j ° 3 50./0 $55. 96 P5 0809759830 ~ EE _$100 08/2005 05/2009 08/2035 $50.00; _ $6.28,'; 3.50°l0 _ , $56.28 P5 C808834554 EE $100 .06/2005 05/2009 06/2035 $50.00 $6.60: 3.50% , $56.60 , P5 081524316,1, EE_ $100 ,12/2005 .05/2009 12/2035 $50.00 $5.16', 3.20% $55.16 P5 0804115809 EE X100 ,02/2005 05%2009 02/2035 $50.00 $7.76' 2.80% $57.76 P5 0800528614 EE $100 10/2004 05/2009 10/2034 $50.00, $8.401 2.8.0% $58.40 P5 0797670001 EE __ $100 10/2004 _ '05/2009 10/2034 $50.00 _ $8.40:. 2.80% $58.40` P5 0795386543 EE $100 08/2004 05/2009 08/2034 $50.00 $8.68' ___ ._. 2.80% $58.68 __. P5 0793115578: EE $100 06/2004 05/2009... 06/2034 $50.00. $8.92 2.80% $58.92 P5 0789811453!' EE $100 04/2004 05/2009: 04/2034. $50.,00 $9.52 2.80% $59.52 0785496126 EE _ $100 02/2004; 05/2009' 02/20.34. $50.00. $9.80 2.80% $59.80; C789408290i EE $100 02/2004 05/2009, 02/2034 $50.00 $9.80 2.80% _ $59.80! C782444524i EE . . $100. 12/2003; ,05/2009; 12/2033 $50.00 $10.08} o 2.80 /0 $60.08 0779590869 EE $100 10/2003 05/2009; 10/2033 $50.00 $10.36: , o 2.80 /o -_ . _ $60.36 __ 0781439900'; EE $100 10/2003' 05/2009'. 10/2033. $50.00 ,$10.36;. 2,.80% $60.36 __ 0775939310 EE $100 08/2003 05/2009: 08/2033 $50.00 $10.64- 2.80% $60.64' ~ 0774581004 EE „ $100' 06/2003 05f 2009; 06/2033 __ $50.00 $10.92 2.80% $60.92, 0763165773' EE _. $100 04/2003. 05/2009; 04/2033 $50.00 $11.32' 2.80% $61.32. 0763056708 EE $100 02/2003 05/2009; 02/2033 _ $50.00, $11.60 2.80% _. $61 .60 0763120870:' EE $100 02/2003 05/2009. 02/2033 $50.00 ,$11.60: 2.80% , $61.60 0762932331' EE $_100. 12/2002. 05/2009; 12/2032 $50.00, $11.88;. 2.80% $6 1.88 0748864728 EE $100, 10/2002. 05/2009, 10/2032 $50.00 $12.52:: 2.80% , $62.52 C748813746a EE $100„ 10/2.002 05/2009 10/2032 $5,0.00:.. _ _$12 52 2.80% $62. 52; 0748704094: ._ EE $100 08/2002: 05%2009'. 08/2032 50.00, _ $ ...$12.80 ° 2.80 /o , _ $62.80. 0748646796 EE ', $100 06/2002, 05/2009.;_ 06/2032, $50.00 $13.12', 2.80% _ $63._12; _.... 0748592149; EE $100 06/2002 05/2009;_ 06/2032 $50.00 $13.12- 2.80% $63.12- 0748484876: EE $100: 04/2002 05/2009 Q4/2032 $50.00. $13 76' 2.80% $63 76 C731410333~ __ EE $100 02/2002, 05%2009', 02/2032; $50.00 $14.04 2.80% $64.04 0731462963:_ , EE $100, 02/2002;. 05/2009 __ 02/2032. $50.00 $14.04;. 2.80% _ $64.04 0731306829,,. EE ,$100 12/2001 05/2009 12/2031: $50.00 $14.36;_, 2.80% $64.36 _ 0731190383' EE $100 10/2001, 05/2009'. 10/2031 $50.00 .$15.20. 2.80% $65.20 http://www.treasurydirect.gov/BC/SBCPrice 11/24/2009 Calculated Value of Your Paper Savings Bond(s) Page 2 of 4 073.1248224 EE $100:.10/2001:,05/2009 10/2031 $50.00 $15.20 2.80% $65.20'. 0720025795 EE $,100 08/2001' 05/2009 08/2031 $50.00 $15.52 2.80% _. $65.52 0720017464 __ EE $100 06/2001;,05/2009 06/2031: $50.00. _ $15.80 2.80% $65.80 0719951472 EE $100 06/2001 _,05%2009 06/2031 $50.00 $15.80 2.80% $66.80; 0719843646 EE $100:04/2001__05/2009 04/2031 $50.00 $17.00 2.80% _. $67.00 0719782769 EE $100 02/2001 i 05/2009+ 02/2031 $50.00 $17.32 2.80% $67.32 0719722537 EE _.$,100 02{2001 05/2009: 02/2031:" $50.00 $17.32 2.80% $67.32 0715621502 . EE $100 12/200005/2009 12/2030 $50.00 $17.64 2.80% $67.64 0701477979 EE $100 08/2000.05/2009 08/2030 $50.00 $19.32 o 2.80 /o $69.32 0715503340 EE $100 10/2000 05/2009 10/2030 $50.00 _ $19.00 2.80°Jo , $69.00: 0715562638 EE $100 10/2000;,05/2009 10/2030,., $50,.00 $19.00 ° 2.80 /o $69.00 0701414077 EE $100 06/2000 05/2009 06/2030' $50.00 $19.64 2.80% $69.64 0701350692 EE $100 06/2000;,05/2009 06/2030 $50.00 _..$19.64 2.80% $69 .64 0701227261 EE $100 04/2000 05/2009 04/2030 $50.00 $20.72 2.80% , _ $70.72' 0683541137 EE __$,100 02/2000.,,05/2009 02/2030" ,$50.00 $21.04 ° 2.80 /o $71 .04 0683479924 _. EE $100 02/2000 05/2009 02/2030 $50.00 $21.04 2.80% _ $71.04 0683354860 EE $100,12/1999;05/2009 12/2029. $50.,00 $21.36 2.80% $71 .36 0678301828 EE $100 10/1999.05%2009 10/2029 $50.00 $22.32; 2.80% , $72.32 0683287022 EE $.100 10/1999 05/2009 10/2029 $50.00 _ _ $22.32 ° 2.80 /o $72.32 0678170327 EE $100 08/1999' 05/2009 08/2029 $50.00: $22.64 _ _ 2.80% _" _ $72.64 0678104646 EE $.1,00 06/1999 05/2009 06/2029 $50.00 $23.00 2.80% $73.00. 0678040201 EE $100 06/1999105/2009 06/2029 $50.00 $23.00 2.80%' $73.00 0677913715 EE $100 04/1999 05/20.09 ,04/2029 $50.00 $23.88 _. o 2.80 /o __ __. . $73.88: 0649346838 EE $100 02/1999 05/2009 02/2029 $50.00 $24.24 2.80% , $74.24. 0649276083 EE $.1,00 02/1999;05/2009 02/2029 $50..00; .,,.$24.24 2 .80% __ _. $74.24 0649065334 EE $,100 10/1998 05/2009 10/2028 $50.00 $25.84 , 2.80% $75.84 0658618513 EE $100 10/1998 05/2009 10/2028 $50.00, $25.84 2.80% .......... $75.84. 0637916085 EE $100 06/1998',05/2009 06/2028 $50.00 $26.56 o 2.80 /o $76.56 0649138250 EE $,100,12/1998;05/2009 12/2028 _ $50.00 $24.56 2.80% $74.56 0638274608 EE $100 08/1998 05/2009 08/2028 $50.00 $26.20 2.80% _ $76.20 0637991054 EE„ $100 06/1998 05/2009 06/2028 $50.00 „$26.56. 2.80% X76.56 0637770828 EE $100 04/1998 05/2009 04/2028 $50.00 $27.88 2.80% „ $77.88 0635648419 EE $100 02/1998;",05/2009,02/2,028; X50.00 $28.24 o 2.80 /o $78.24 0637692901 EE $100 02/1998„05%2009 02/2028. $50.00 _$28.24 2.80% _ $78. 24 ~ 0622760079 EE $100 12/19"97 05/2009 12/2027 $50.00 .$28.60 2.80% , _ _.. $78 60: 0622679597 EE $100 10/1997.05/2009 10/2027 $50.00 $30.16 2.80% $80.16 0622598784 EE $100p10/1997w05/2009 10/2027" $50.00r .$30.16 2.80% _. __._. $80. 16 0616465346 EE $100Y08/1997; 05%2009 08/2027 $50.00 $30.52, 2.80% , $80 .52 0596074644 EE $100 06/1997 .05/2009 06/2027 $50 00 $30.92 2.80% , , $80.92 0595996510 ~ EE $100 06/1997 05/2009. 06/2027 $50.00,. $30.92 _ 2.80%' , $80.92 C588569685 EE . _ „ $100 04/1997 10/2009. 04/2027 $50.00 _ $28.64 ~ o _ 2.65 /o ~_ _ _. $78.64 0605754480 EE $100 02/"1997 08/2009,02/2027 $50.00 $28.64, 2.65% $78.64 0589647584 EE $100 02/1997 08/2009„ 02/2027 $5a.oo $28.64' 2.65% ~"~ $78.64 0579068729 EE $100 12/1.996 06/2009" 12/2026 _ _ $50..00- . .,_.$28.64 _ _ 2.65% _ ," $78.64 0593469274: EE $100 10/1996.10/2009_;10/2026 $50.00 $30.44' __ 2.65% " $80.44 0585143887 " EE $100.10/1996 10/2009:10/2,026 $50.00 $30.44 2.65% __ $80.44 058 23.66888' EE $100 08/1996,08/2009'08/2026 $50.00 $30.44' 0 2.65 /o $80.44 0577365608 EE $100:06/1996 ,06/2009: 06/2026 $50.00 $30.44,_ 2.65% $80.44 0576445817 EE __ $,100 06/1996 06/2009 06/2026 $50.00 $30.44 2.65%. $80.44 0568190916: EE $100,04/1996,10/2009;04/2026 $50.00 $32.28; ° 2.65 /o __ . $82.28 0567378801 EE $100 02/1996 08/2009. 02/2026 $50.00 $32.28': _ 2.65% _ __ $82.28 0561234039 EE $100 02/1996 08/2009 02/2026 $50.00 $32.28, 2.65% $82.28 ~C553249614~ EE $100 12/1995 06/2009'12/2025 $50.00 _ $32.28 _ 2.65% ,. $82.28 0545815633' EE ' ~ $100 10/1995 10/2009';10/2025 - 50..00 $ $34.48,_ ° 2.65 /0 $84.48 0551620856 _ EE ', $100 10/1995_.10/2009:10/2025 $50.00 . $34.48 . _ 2.65% _ $84.48. 0540371118- EE $100 08/1995 08/2009 08/2025 $50.00 $34.48 2.65% $84.48 0532517818 EE $100 06/1995 06/2009 06/2025 $50.00 $34.48'.,. 2.65% $84.48. 0535890819- EE ', $100 06/1995:06/2009;.06/2025 $50.00 .$34.48;. 2.65% ___. $84.4 8 0522249192 EE $100.04/1995 10/2009:04/2025 $50.00 $39.60 2.48% . $89.60 0502096144'.. EE $100 02/1995 08/2009 02/2,025 _,. .. $,50.00 $39.60,.. 2.48% $89.60 http://www.treasurydirect.gov/BC/SBCPrice 11/24/2009 Calculated Value of Your Paper Savings Bond(s) Page 3 of 4 0516537892 EE $100 02/1995!.08/2009 02/2025 $50.00 $39.60 : 2.48% : $89.60` 0483546334 EE $100 12/1994 06/2009 12/2024 $50.00 $39. 60 2.48% $89 .60 0483354354 EE $100 10/1994110/2009 10/2024 $50.00; . $4 1.76 2.44% . $91.76'. 0483145890 EE $,100 08/1994.,08/2009 08/2024 $50.,00 _ , _ $41.76 2.44% $91.76 0482993552 EE $100 06/1994:,06/2009,06/2024 $50.00 $41.76 2.44%. $91.76 0466202282 EE $100 06/1994',06/2009 06/2024 , $50.00 ,,, $41.76 2.44% $91.76 0465960955 EE $100 04/1994,10/2009 04/2024 $50.00 $43.72 2.69% $93. 72 0465806198 EE $100 03/1994 09/2009 03/2024 _ _ _ _ _ $50.00 _ $43.72 _ 2.69% : . $93.72: 0451750176 EE $100 02/1994:08/2009 02/2024 $50.00 $43.72 2.69% $93.72 0451711264 EE $100 12/1993'_06/2009 12/2023 _ $50.00 $43.72 ° 2.69 /o $93.72. 0437513471 EE $,100.10/1993:,10/2009, 10/2023 _ $50.00 $45.84 __ 2.65% _ ... _ $95.84 0437536746 EE $100 10/1993..10/2009 10/2023 _ $50.00 $45.84 ° 2.65 /o $95.84 0423533368 EE $100 08/1993._08/2009 08/2023, $50.00 $45.84 2.65% ! $95.84: 0423512304 EE $100 06/1993 ; 06/2009 06/2023 $50.00 .$45.84 2.65% $95.84 0423490729 EE $100 06/1993„06/2009 06/2023 $50. 00 $45.84 2.65% $95.84 0409843652 EE $100' 04/1993 _10/2009 04/2023 , $50.00 $48.32 2.63% $98.32 0395381446 EE $100 02/1993 08/2009 02/2023 $50.00 $69.12 4.00% $119. 12 0395337185 EE $100 12/1992;06/2009 12/2022 $50.00 $69.12 4.00% , $119.12 0388392021 EE $100 10/199210/2009 10/2022 $50.00 . $71.48 4.00% $121 .48 0388370343 EE $100 10/1992 10/2009 10/2022 $50.00 ,_ $71.48 4.00%' , . $121.48 0365336914 EE_ $100,06/1992,06/2009 06/2022 $50. 00 . $71.48 4.00% $121.48 0358584546 EE $100 06/1992 06/2009 06/2022. . , $50.00 ., . $71.48 ° 4.00 /o - __ $121.48 0358442081 _. EE $100 04/1992;10/2009 04/2022; $50.00 . $73.92 4.00% $123.92- 0344137464 EE $100 02/1992 ,08/2009 02/2022 $50.00 $73.92 4.00% $123.92 0344116310 EE _ $100 02/.1992 ,08/2009 02/2022 $50.00 .$73.92, 4.00% , .$123. 92 0332738926 EE $100 12/1991 06/2009 12/2021 $50.00 $73.92 4.00% ,, , $123.92 0332717011_ EE $100 10/1991 10/2009 ,10/2021 $50.00 $76.40 4.00% $126 40 0332694266 EE _ $100 10/1991 10/2009 _. _ 10/2021 $50.00 $76.40 4.00% . ,. $126.40 0312679397 EE $100 ,08/1991; 08/2009 08/2021 $50.00, $76.40. o - 4.00 /o _ _ _ _ $126.40 0312652290 EE $100 06/1991;06/2009 _ _ 06/2021 $50.00 $76.40 4.00% $126.40. 0298199813 EE $_100 06/,1991,; 06/2009 06/2021. $50.00 , _ $76.40 4.00% _ _. _ $126.40 0289615719 EE $100 04/1991 10/2009 04/2021 $50.00 $78.92 4.00% , $128.92 0289588072 EE $100 02/.1991 08/2009 02/2021 $50.00 ,$78.92 4.00%' _ $128.92, 0289611232 EE $100.02/1991 08/2009 02/2021 $50.00 $78.92 4.0.0% $128.92 0276990707 EE $100 ,12/1990,06/2009 1,2%2020 $50.00 $78.92 4.00% $128.92 0276971234 EE $100 10/1990:10/2009 10/2020 $50.00' $81.52, 4.00% _, $131.52 0276950990, EE $100 10/1990 10%2009. 10/2020 $50.00 $81.52', 4.00% _ $131.52 K94995779 . EE $75 09/1.990,_09/2009. 09/2020 $37.50 $61.14: 4.00%' $98.64 K96021029 EE $75 08/1990 08/2009„ 08/2020 $37.50 _$61.141 4.00% _ _ _... _. $98.64 K96021030 EE _$75 07J1990.07/2009 07/2020 $37.50 ,$61.14 4.00 /o ........ $98.64 K96009063 EE $75,07/1990'07/2009„ 07/2020 ,,,$37.50 $61 14 4.00% _.. $98.64 K95992492 EE $75 06/1990 06/2009_. 06/2020 $37.50 $61.14; 4.00% $98.64 K95992491' EE $75,,.05/1990,_,05/2009,', 05/2020 $37.50 $61.14; 4.00% $98.64 k95731158' EE $75 05%,1990 05/2009 05/2020 $37.50 .,$61.14' 4.00% . ,,. $98.64- ~ k95971742 EE $75 04/1990,10/2009' 04/20,20 37.50 __$ $63.09 0 4.00./° . ....$100.59 K95971741 EE $75 03/1990,;09/2009: 03/2020 $37.50 $63.09 4.00% ___ $100. 59 K94869068 EE $75 03/1990 09/2009 03/2020 $37.50 $63.09', 4.00% , . $100.59 K939469961 _ EE $75,02/1990 08/2009! 02/2020, $37.50 $63.09; ° 4.00 /o _ ,,, $100.59 K93934897' EE $75 01/1990 07/2009 i 01/2020 $37.50 $63.09 4.00% , __ $100.59: K93430190' EE $75.12/1989 06/2009 12/2019 $37.50} $63.09'. 4.00% $100.59. K93418112 EE i $75 11/1989 05/2009!, 11/2019 $37.50 $63.09; 4.00% $100.69 K93430191 EE ! $75 11/1,989, 05/2009,,; 11/2019 $37.50 .$63.09, 4.00% $100.59 K93401375 EE $75 10/1989 10/2009: 10/2019 $37.50 $65.10: 4.00% _,_ $102.60 K93389336' EE $75.09/1989„09/20091 09/20.,19 $37.50 $65.10, 4.00% $102.60 K93401374 EE $75 09/1989 09/2009' 09/20,19 $37.50 $65.10 4.00% $102.60 K83701864' EE ' $75 08/1989:08/2009'__ 08/2019, $37.50 $65.10, 4.00% $102 .60 K93372336; EE $75:07/1989 07/2009; 07/2019 $37.50 , $65.10; 4.00% ._. . $102.60 K83701865,_ EE $75 07/1989_,07/2009; 07/2019, $37.50, ,$65.10,,., 4.00% $102.60 K93355764 EE $75 06/1989 06/2009', 06/2019 $37.50 $65.10 _ 4.00%' $102.60 K88942667! EE $75.05/1989 05/2009,.. 05/20.19 $37.50 .$65.10'. 4.00% .$102..60, http://www.treasurydirect.gov/BC/SBCPrice 11/24/2009 Calculated Value of Your Paper Savings Bond(s) Page 4 of 4 K84911744 EE $75 04/1989 !10/2009 04/2019 $37.50 $67. 17 4.00% $104.67' K84911743 EE _$75 03/1989 09/2009 03/2019 $37.50 . $67.17 _ 4.00% $104.67 K84899900 EE $75 03/1989 09/2009 03/2019 $37.50 _, .,$67.17 4.00% $104.67 K84883283 EE $75 .02/1989 .08/2009 , 02/2019 $37.,50 , $67.17 4.00% $104.,67 K84883284 EE $75 01/1989 07/2009 01/2019 $37.,50 $67.17 4.00% $104.67 K84871444 - EE $75 01/1989 ! 07/2009 01/2019 $37.50 $67.17 4.00% $104.67 K84854875 EE $75 ,12/1988 06/2009, 12/2018 $37. 50 $67.17 4.00% __.. $104.67 K84854876 EE $75 11/1988 05/2009 11/2018 _ $37.50 $67.17 4.00% $104.67 K84826658 EE $75 10/1988 .10/2009 10/2018 $37.50 $69.27 4.00% $106.77 K84826659 EE $75 ,09/1988 09/2009 09/2018 $37. 50 $69.27 4.00% $106.77 K83122615 EE $75 ,08/1988 ..08/2009 ,08/2018 . $37.50 $69.27 4.00% $106.77 K83111127 EE $75 .07/1988 07/2009 07/2018 $37.50 ,_.$69.27 4.00% $106.77 K83122616 EE $75 ,07/1988 _.,07/2009 07/2018, .. $37.50 $69.27 4.00% $106.77, K83094807 EE $75 06/1988 :06/2009 06/2018 $37.50 $69.27 4.00% $106.77 K83094808 EE $75 05/1988, !.05/2009 05/2018: $37.50 $69.27 4.00% . $106.77 K83083384 EE $75 05/1988 05/2009 05/2018 , $37.50 ,_,. ..,$69.27 4.00% $106.77. K83067068 EE $75 04/1988 _10/2009 04/2018 $37.50 $71.40_ 4.00% $108.,90 K83055721 _ EE $75 03/1988 _ 09/2009 _ 03/2018 _ $37.50 _ $71.40 4.00% $108.90 K83067067 EE $75 03/1988, ;09/2009„ 03/2018, $37,50 $71.40 _. 4.00% _ $108.90 K78011449 EE $75 02/1988 08/2009 02/2018 $37.50 $71.40 4.00% $108.90.. K78000113 EE $75 01/1988,; 07/2009 01/2018 . $37.,50 $71.40, 4.00% $108.90 K78011448 EE $75 01/1988, 07%2009 01/2018 $37.50 $71.40 4.00% $108.90 K77983607 _. EE $75 12/1987: 06/2009 12/2017 $37.50 $71.40 4,00% $108.90 K77972297 EE $75 11/1987: ,05/2009 11/2017. $37.50 $71.40. 4.00%': $108.90: K77983608 EE $75 ,11/1987 05/2009 11/2017 $37..50. ,$71.40. 4.00% $108.90 K77956042 EE $75 10/1987 10/2009 10/2017 $37.50 $73.56 4.00% $111.06 K73382804 EE $75 09/1987 09/2009. 09/2017 $37.50 $73.56 4.00% __ $111.06 K77956041 EE $75 09/1987 , .09%2009 _ 09/2017 $37.50 __ _ $73.56 _ 4.00% _- $111.06 K73366560 EE $75 08/,1987 .08/2009, 08/2017 $37.50 _ $73.56r 4.00% __ $11 1.06 K73366561 EE $75 . 07/1987 07/2009 07/2017 $37.50 $73.56 4.00% ., . $111.06 K73355445 EE $75 _07/1987 07/2009 07/2017 $37.50, .$73.56, 4.00% $111 .06 K73339256 _ EE _ $75 06/1987 06/2009 06/2017 $37.50 $73.56 4.00% _ $111.06'.. K73339255 _. ` EE $75,_ 05/1987;, 05/2009 05/2017 $37.50, $73. 56, 4.00% $111 .06 K73328220 EE $75 05/1987, 05/2009, 05/2017 $37.50 _ $73.56 4.00% „ . $111.06 K73312015_ EE $75 04/1987 10/2009, 04/2017 _ $37.50 .$75.78, 4.00% $113..28 K73312014 EE $75 03/1987 09/2009, 03/2017 $37.50 $75.78: 4.00% $113.28 K73301010 EE $75. 03/1987;. 09/2009, 03/2017 $37.,50 $75 78.: 4.00% .$113,.28 K57664713 EE $75 02/,1987 08%2009: 02%2017 $37.50 $75J8 4.00% X113.28 K57664712 EE $75, 01/1987 07%2009 01/2017 $37,50 $75.78; 4.00% $113 .28 K58434479 EE_ $75 12/1986„ 06/2009.., 12/20,16 _ $37.50 _$75.78' 4.00% _ . _.$113..28, Totals for 204 Bonds $ 9,375.00: $ 8,921.79: ' $ 18,296.79 Notes NI :Not Issued NE 'Not eligible for payment P5 Includes 3 month interest penalty MA I Matured and not earnin interest http://www.treasurydirect.gov/BC/SBCPrice 11/24/2009 rnrn m O O O N N Z N O +~'+ ~ ~C T ~ ~ ~M ~ ~ R N N ~ ~ ~ moo A C C r r ~_` LL aaN ~ d d o 0 ~ C R N N ~ ~ ~. ~ O O' d Z .Q _~ o d O O } CO CD o m o o OC v ~ r ~ ~ d ti ~ _ N ~. O ~ _ ' w/ C IL CO M > ~ O ~ O C. ~ ff} r ~ C ~ + -r Q~ U Q O ti ' ~ t C ) C m oo ti V r M ` ~ a rnrn ~ w rn rn N 10 r r H ~ O O r r '°a,owi ~ ~ ~ Zoe jd ~ r ~ O ~ ~ ~ C7 J 06N9~ C d 0 H ~L W ~,(.~ d iri O Z r N m m `~ N M ti 0 r~ N N d ~ V C N _~ O o~ ~ O N ~ m C: m~ yo ~ ~ C N CO_O+' m N ~~ ~ r~u> jv a~ T ~' ~ °' -p C O CO ~ L Z'n~ X L +L-1 U ~ O ~ ~ ai 'D C O ~ ~~ C~ ~p ~U O C O .nZ Ov"L _ a ~ o _ ~,~, Cw~oo m ~ ~:«-._ °~ a~ n °~~~m co a, °' c x ~ coooc~ LG~~, ~C U~M""' O K'-00~ W ~ to ~ U wW a> ~•~ 3a~~E°' "O w U 'O C) C O .C C ~- ~Z~ ~~ O i .~ ~ ~ .~ W C~~ O • n ~ N 'D ' ~, ~ C cZ~~~o N• Na`~2 ~~ Vino`o~ ~o~~o 3~~~m ~~~~v, c O ~~ ~L .D ` y •~ V V af0i 3 3w • oww `o cWW ~ m°pm ~~~~ ~~~U Q (n (A m ~f°f63 u~ ~ vi .o ~~~ c O .n°.n°~~ p Via;' ~-- O O7 ~Q a r C S. Brian Magaro Auctioneer/ Appraciser 608 Magaro Road Enola, Pennsylvania 17025-1912 717-732-7940, email: magaroauction@aol.com APPRAISAL REPORT OF PERSONAL PROPERTY FOR: Barbara A. McCarthy Estate To: Heather Royer Smigel, Anderson & Sacks LLC. For the purpose of establishing Fair Market Value as of Appraisal conducted by: S. Brian Magaro, Auctioneer/Appraiser Personal Property of Barbara A. McCarthy 2003 Buick Century, 23,917 miles $6,400.00 JVC 32" Color TV $ 75.00 Sylvania CD/VCR $ 25.00 Misc Books $ 10.00 Oak Book Shelf $ 20.00 Coffee Table wood/glass $ 45.00 End tables (2) wood @ $15.00 ea $ 30.00 Upholstered Recliner $ 35.00 Small Oak Curio Cabinet $ 45.00 Upholstered Couch (some wear) $ 35.00 Sharp Microwave ~ $ 15.00 Kitchen Table w/ 6 upholstered chairs $ 125.00 Bar Stool $ 5.00 Folding Table (lightweight) $ 20.00 5 pc. Misc. African Art (wooden) $ 25.00 Plastic Shelf system $ 10.00 Misc. Kitchen ware ~ $ 25.00 Misc. Costume Jewelry $ 50.00 Dell Dimension E521 Computer system $ 250.00 HP Office Jet Printer $ 50.00 Computer Desk $ 45.00 4 Drawer File $ 25.00 Oak Bookshelf w/ 4 shelves - $ 25.00 Small Desk wood $ 45.00 Lamp brass base no shade $ 5.00 2 Drawer File $ 10.00 Royal Paper Shredder $ 10.00 6 Drawer Oak Dresser w/ Mirror $ 110.00 Panasonic 20" Color TV $ 35.00 Oak 2 drawer Night Stand $ 25.00 Ceramic Lamp w/ shade ~ $ 12.00 TOTAL $7,642.00 Page 1 of 2 ASSUMPTIONS AND LIMITING CONDITIONS Fair Market Value The term "Fair Market Value" as used in this report is defined as follows: The highest price estimated in terms of money which the property will bring in a competitive and open market under all conditions requisite to a fair sale, with the buyer and seller each acting prudently and knowledgeably, and assuming the price is not affected by undue stimulus. This appraisal is based upon the following assumptions, limitations and conditions: 1. The information contained in this report is gathered from sources considered reliable and from personal examination and research of authenticity. 2. No responsibility is assumed for matters legal in nature, including but not limited to: representation of others of value, authenticity, condition, origin, or provenance of an item appraised. 3. The appraiser assumes that a normal and careful examination of the property was sufficient to determine its quality and condition and that no extraordinary examination procedures would be utilized unless specifically requested and the expenditure of funds therefore authorized. 4. Court Attendance -The appraiser's court attendance and giving of expert testimony are not included as part of this report. The undersigned hereby certifies: 1. That he/she has no interest now, heretofore, or contemplated in the future in the property covered by this appraisal. 2. That to the best of my knowledge and belief, all statements and information included in this appraisal are true and based upon objective findings and that no pertinent information has been knowingly withheld or deleted in this respect. 3. That neither the employment to make this appraisal nor compensation for doing so is contingent upon the value of the property. Even though it is my firm belief as the appraiser that the information furnished in this appraisal report and the conclusion drawn from this information are true and correct, they are not guaranteed. Respectfully submitted, S, ~' ~ilayaaa S. Brian Magaro Auctioneer /Appraiser Page 2 of 2 METLIFE 1V14'tLli~~° Fax:7323264044 Jul 1 ~~09 9:35 P. 01 TOTAL CONTROL ACCOUNT 485-E US I~1G1-JWA'Y !SOUTH 4~ FLOOR PO 1tOX 4121 1SELIN, NJ Q8830-4121 TE [,: 1-800-633-7283 1 May S, 2009 ,~- JOANNE A >Et1tADLEY PARALEGAL .-~ SM1tGEL ANaE,RSON c@ SACKS LLP ~ FAX; 717-23,4-3611 ' r Account 4035269765 -Metropolitan Life Insurance Company Dear Ms Bradley: I am responding to your request for the date of death balance retarding the above referenced account. The balance in the above account was $12,143.24 on 4/17/2009 which includes interest earned o f $16.'11, If you have anv further questions, you znay call our eustoiner service representatives Monday through Friday $:00 am to 6:00 pm Eastern Time. Sincerely, TCA Administrative Services Metropolitan Life Insurance Company provides administrative services for Total Control Accounts issue, by its afiYliates. r MEMBERS 1't FEDERAL CREDIT UNION SAVINGS ACCOUNT: Account NumbedSuffix 317556-00 17812-00 Date Account Established 11!07/2007 11/03h975 Principal Balance at Date of Death $7,482.32 $5.69 Accrued Interest to Date of Death $1.65. $.00 Total Principal and Accrued Interest $7,483.97 $5.69 Name of Joint Owner None Kaihleen Goose Date Joint Ownership Established 03/03/2007 IRA SAVINt3,~f1C000NT: Axount NumberlSuffix 317558-10 Dats Account Established 11107!2007 Principal Balance at Date of Death $9,548.76 Accrued Interest to Daie of Death $2.90 Total Principal and Accrued Interest $9,551.66 Name of Beneficiary Kathleen Soose 25% Myeroft Goose 7.5°~ Rachel Keller 7.5% Laura Keller 7.5°~ Jennifer Kelier 7.5% Justin Keller 7.5% Atyssa Webber 7.5°k Daniel Webber 7.5% Nolan Stopfel 7.5°k Anna Stopfel 7.5% Corey Ranallo 7.5°~ LOAN ACCOUNT: Account Number/Suffix 317558-01" Date loan Established 10/16/1991 Principal Balance at Date of Death $4,350.94 Loan Type Personal Service LoaNContractual Pledge of Shares Interest Rate 11.00% Name of Co-Borrower None 'Loan does not have credit life Insurance. e !1 ~~'°; :~ .~._+' BERS 1sT F DERAL CREDIT NION ~. ~ -IC~.:~~ anlette A. Kline Insurance Services Specialist May 4, 2009 Estate of: BARBARA A. MCCARTHY Date of Beath: 04/17/2009 Social Secur{ty Number: 209-28-9279 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 w~vw.memberslst.org Sti MEMBERS iat FEDERAL CREDIT UNION PRIMARY OWNER: Thomas R. McCarthy Jr. SAViNi"aS ACCOUNT: Account NumbedSuffix Date Account Established Principal i3atance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established 22407-00 07/23/1979 $19.02 $.oo $19.02 Barbara McCarthy 12/08H 979 M M ERS 1sT F DERAL CRE NION Danielle A. Kline insurance Services Specialist May 4, 2009 Estate of: BARBARA A. MCCARTHY Date of Death: OM17/ZOOS Social Security Number: 208-28-9279 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 w~vwmetnberslst.org May. LL. LUUy IL:LyrIVI rNC _~ANK 411-1Uh-2141 P1V~ t-E.ADIHG ~rNe War May 22, 2009 Joanne Bradley Smigel Anderson & Sacks 4431 N Front St Harrisburg PA 17110-1709 RE: Barbara A McCarthy SSN: 209-28-9279 DOD: 04-17-2009 Dear Ms. Bradley: No. 3643 N, 1/1 In response to your request foz Date of Death (DOD) balances for the customer noted above, our records show the following: Checking Account Account # 5005709724 Established: 11-07-2007 BARBARA A MCCARTHY DOD balance: $25.00 non interest bearing account Account # 5140039655 Established: 03-28-2007 BARBARA A MCCARTHY YCA.TIiLEEN L BOOSE DOD balance: $ 19,538.40 non interest bearing account Investment Account The decedent maintained Investment Account 50014654. For further information, you may call the Brokerage Department at 1-800-762-6111. Please note that this office provides date of death balances for deposit accounts (IltAs, CDs, Checking and Savings). We do not process any tlnancial transactions or prnvide statements. If you need assistance with any of these items, please eall ] -888-PNC-BANrC (1-888-762-2265) or stop by your local PNC Bank branch office. Page 1 of 2 iviay. L1. LUUy ~L.Lyriw riuc..KNNK 411-IU5-1141 No. 3643 N. 1/Z Sincerely, National Financial Services Center PNC Bank, N.A. Member FDIC Page 2 of 2 FROM ** f ti r iAY1NG6 P~/W 1Nay ~, 2009 Via Facsimile: 717 234-3611 (WED)MAY 6 2009 11 ~+/ST.11:44/No.6824404706 P 1 T~xaif~ Sa.vix~.gs ~'~a~x Death Benefits Processing Unit P.(7. 8ox 4450, Fairt'ax, VA 22038 Heather Royer, Esq. Smigel, Anderson 8t Sacks, LLP 4431 North Front Street Harrisburg, PA 17110-1260 Re: Thrift Savings Flan Account of Barbara Ann McCarthy 6207923497647 'This is in response to your request for the Thrift Savings Plan (TSP) account balance for the participant named above. Flease complete rand return a Form 7'SP-17, Infbrnation Relating to I~ceased Participant, along with a copy of the participant's certified death certificate to the TSP Service Office at the address on this letterhead. This form will be mailed to you under separate cover. TSP accounts are valued an a daily basis as of the end of each business day, On Apr1117, 2(149, the balance in the participant's TSP account was 534,123.26. Participants are entitled to take an in-service withdrawal based on age or financial hardship. An age-based withdrawal requires that the participant be 59 % years old or older. A participant is allowed cone-time withdrawal of all or a specific dollar amount. All or a portion may be transferred town IRA or other eligible plan. Any amount not transferred to an IRA or eligible plan is subject to mandatory 20°1o tax withholding by the lltS. The financial hardship withdrawal is subject to i 0% federal tax withholding unless the participant requests more or less using a Farm W-4P. An early withdrawal penalty tax of 10% also applies if the participant is not age 59 at the time of withdrawal. If you have questions, contact the TSP at the address on the letterhead or ca11 1-800-371-2365, (if yQU are hearing-impaired, call TDD at 1-$77-$47-43$5), Monday through Friday between $:04 a.m. and 5.00 g.m. Eastern Standard Time. Callers outside the United States and Canada should call {444) 233-4400. Documents pertaining to death benefits maybe faxed anytime to (703) 592-0170. Include your daytime telephone number and the participant's Social Security number on all correspondence. In addition, the TSP booklet Death Benefits is available fmm the TSP website (w_ww.tsp.gov).. If you do not have web eccess, please call or write to receive a printed coPY- PNC INVESTMENTS Member G~NRA and SIPL' May 14, 2009 Heather D. Royer, Esquire Smigel, Anderson & Sacks, LLP Attorneys At Law 431 N. Front Street Harrisburg, PA 17110-1709 RE: Barbara A. McCarthy, Deceased Date of Death: April 17, 2009 PNC Investments Account 5001-4654 Dear Attorney Royer: • 95~'^z sit In reply to your letter, attached is the date of death value for the PNC Investments Account 5001-4654 for Barbara A. McCarthy, IRA. The account was opened on 10/23/1995. There are four beneficiaries on the account: Thomas P. McCarthy, Kathleen L. Boose, Linda K. Webber and Theresa C. Stopfel. Also enclosed is the requested April 2008 account statement. If you have any other questions, please do not hesitate to contact me at 717-249-0685. Sincerely, t `~~~. Timothy J. Parry Senior Financial Consultant TP/ho Enclosures PNC Investments LLC Member of The PNC Financial Services Group 424 Carlisle Pike Camp Fliil Penr ;y(vania 1'7011 WWW.pn C.Cr RI j~~_rr \ 1IS 11Frr1 Ih i r. _ ~ Important Investor tnrormatron >ec a iii - and h I err, r i,.. _ ,~~ iii Annuirir; anr~ .,Ih.•i .n urm „ m i u.~, oiv rr rd 6;. PNI In. ur,~, ~ivirP VI~~Ca lirccnsednnsuran a agency. INRA and SIPC ESTATE OF BARBARA ANN McCARTHY ACCT #5001-4654 (DOD VALUATION 17 APRIL 2009) The information provided in this report is believed to be reliable, but its accuracy cannot be guaranteed. A mean price is calculated as an average of the high and low on the valuation date when available. If these prices are not available, such as on weekends or holidays, the mean price is the inversely weighted average of the high and low on the nearest trading dates before and after, when these prices are available within one week of the valuation date. If actual trades are not available, the nearest bid and ask prices are substituted. Note that securities traded on the Toronto Exchange are in Canadian dollars. If an equity is ex-dividend for a cash distribution on or before the valuation date but is of record after the valuation date, the dividend is included in the valuation report and is added to the security's value. This is reported as an adjusted value on the report. If the date of death is on or after the record date and the dividend is payable after that date, the accrued dividend is listed separately on the report and added to the portfolio's total value. Prices for which daily updates are not available are priced according to a Corporate Pricing Cycle. These pricing dates occur on the last business day of the week, and the last business day of the month, unless the end of the week update falls within three business days or less, of the end-of-month update. red 11 May 2009 Estate Valuation Date of Death: 04/17/2009 Valuation Date: 04/17/2009 Estate of: BARBARA ANN McCARTHY Processing Date: 05/11/2009 Account: 5001-4654 Report Type: Date of Death Number of Securities: 5 Shares Security File ID: McCARTHY,BARBARA or Par Description Mean and/or Div and Int Security High/Ask Low/Bid Adjustments Accruals -~- Value 1) 159.471 AIM FDS GROUP (008879207) ----- SELECT EQTY A Mutual Fund (as quoted by NASDAQ) 04/17/2009 21 215.238 AMERICAN BALANCED FD INC (024071102) COM Mutual Fund (as quoted by NASDAQ) 04/17/2009 3) 237.364 BLACKROCR FDS (091927822) ASSET ALLCTN A Mutual Fund (as quoted by NASDAQ) 04/17/2009 4) 90.277 PUTNAPf GLOBAL HEALTH CARE FD (746778208) SBI CL B Mutual Fund (as quoted by NASDAQ) 04/17/2D09 5) 0.65 MONEY MARKET FUND (EVPO1) 04/17/2009 Total Value: Total Accrual: Total: $10,372.43 12.73000 Mkt 12.730000 2,030.07 13.51000 Mkt 13.510000 2,907.87 10.95000 Mkt 10.950000 2,599.14 31.40000 Mkt 31.400000 2,834.70 1.00000 1.00000 1.000000 0.65 ~_ $10,372.43 $0.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations ~ Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4) COMMONWEALTH OF PENNSVIVANIA DEPARTMENT pf REVENUE BUflEAU Of INDIVIDUAL TAXES ~ REV-1 162 EX(11.96i DEPT. 280601 HARRISBURG, PA 17128.0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 01 1487 ROYER HEATHER D 4431 NORTH FRONT STREET HARRISBURG, PA 17110 roa ESTATE INFORMATION: FILE NUMBER: DECEDENT NAME; DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH: SSN: 209-28-9279 2109-0398 MCCARTHY BARBARA ANN 07/ 15/2009 07/02/2009 CUMBERLAND 04/17/2009 '` v~ 9s~ Z~ ACN ASSESSMENT AMOUNT CONTROL NUMBER TOTAL AMOUNT PAID: REMARKS: RECEIPT MAILED TO ATTY CHECK~# 1010 INITIALS: JN sEA~ RECEIVED BY: $10, 000.00 GLENDA EARNER STRASBAUGH REGISTER OF WILLS TAXPAYER EXHIBIT D EXHIBIT D [NOTICE OF INHERITANCE TAX RETURN] 14 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280681 HARRISBURG PA 17128-0601 HEATHER D ROYER SMIGEL ANDERSON & SACKS 4431 N FRONT ST HBG PA 17110 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1547 EX AFP C12-89) DATE 05-10-2010 ESTATE OF MCCARTHY BARBARA A DATE OF DEATH 04-17-2009 FILE NUMBER 21 09-0398 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 07-09-201D (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT-ALONG THIS LINE y --RETAIN-LOWER PORTION FOR YOUR - - ----- --- ------ REV-1547 EX AFP C12-09~ RECORDS F• NOTICE OF INHERITANCE TAX-APPRAISEM D ISALLOWANCE OF DEDUCTIONS AND ASSES ESTATE OF: MCCARTHY ENT, ALLOWANCE SMENT OF TAX OR BARBARA AFILE N0.:21 09-0398 ACN TAX RETURN WAS: CX) ACCEPTED AS FILED : 101 DATE: 05-10-2010 C APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN ) CHANGED 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) C1] 139, 176.38 NOTE: To ensure proper (2) 3. Closely Held Stook/partnership Interest (Schedul 18, 619.11 credit to Your account, e C) 4. Mortgages/Notes Receivable (Schedule D) C3) .00 submit the upper portion C4) 5. Cash/Bank Deposits/Misc. Personal Propert (S .DO of this form with your tax payment y chedule E) C5] 6. Jointly Owned Property (Schedule F) 18 88 ( ~ •4 7 . 7. Transfers (Schedule G) C6] 9, 772.05 v) B. Total Assets 71,190.61 APPROVED DEDUCTIONS AND EXEMPTIONS: C8] 257,644 62 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabillties/Liens (Schedule I) (9)- ??•7;G ~ clo) 11. Total Deductions 3, 094.63 12. Net Value of Tax Return C11] 25,8 28.88 13. Charitable/Governmental Bequests; Non-elected 9113 Tru t C12) 231,815.74 s s (Schedule 14. Net Value of Estate Subject to Tax J) C13) .00 NOTE: If an assessment was issued previousl 14 ' 5 y, lines 14, 15 and/or 16, 17, reflect figures that include the total of ALL retur ASSESSMENT OF 18 and 19 wi11 ns TAX: assessed to d ate. 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate C15] 'DD X 00 = • 00 C16) ??R 17. Amount of Line 14 at Sibling rate zi c ~ . x 045 = 10, 274 , 21 18. Amount of Line 14 taxable at Collateral/Cl .00 ass B rate C18] 3, 19. Principal Tax Due 500.00 X 15 - - TAX CREDITS: C19)= 5 25.00 PAYMENT nrrr.er 10,799 21 DATE utsl:uUNT C+) NUMBER INTEREST/PEN PAID ~_) 07-02-2009 CD011487 12-15-2009 CD012103 526.32 .DD * IF PAID AFTER DATE INDICATED, SEE FEVERSE FOR CALCULATION OF ADDITIONAL INTEREST. s~~ ~ a ~~ ~.. 1 ` NOTICE OF INHERITANCE TAX wrPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX AMOUNT PAID ,uuu.UU 272.91 TOTAL TAX PAYMENT BALANCE OF TAX DUE 10,799.23 INTEREST AND PEN. •02CR .00 TOTAL DUE .02CR IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM cno r.~~...,..____.__ EXHIBIT E EXHIBIT E [SUPPLEMENTAL PA INHERITANCE TAX RETURN] 15 '"""~ REV-1 _ 500 EX (06 05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrislwrg, PA 17128-0601 15056051058 SUPPLEMENTAL INHERITANCE TAX RETURN RESIDENT DECE G~ITGn ........___.._ __._ _ WENT State ZIP Code t. DAT~ PA 17110...._ Date of Birth _.._ 07/19/1936 -__ _. Decedents First Name MI . _ 'Barbara _.._._.... _... A Spouse s First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE --- - --- REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~'_:'>i 1. Original Retum ~.ly, 2. Supplemental Return ,_~ 3. Remainder Return (date of death [;;"r~" 4. Limited Estate t:~~s 4a. Future Interest Compromise (date of death after 12-12-82) prior to 12-13-82) ;;~,~ 5. Federal Estate Tax Return Required ~:.:a~a 6. Decedent Died Testate (Attach Copy of Witl) " f: 7. Decedent Maintained a Livin Trust g (Attach Copy of Trust) 1 _. 8. Total Number of Safe Deposit Boxes ~ `.~ 9. Litigation Proceeds Received ;.:.. ~ 10. Spousal Pove Credit date of death ~ ( between 12-31-91 and 1-1-95) = ~°`. 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORM N ame - ATION SHOULD BE DIRECTED T0: _. "- - Heather D. Royer _ _ __.. _.__ Daytime Telephone Number ~__ ___.._ _ . - . _ Firm Name (If Applicable) _ _.. __ ~ - (717) 234 2401 o _~_; i ~"-i ~ ! ~. 1 _ 1 - ~ - _ - .- Q... ~- - Correspondent's a-mail address: HrOyer@SeSIIp.COm Under penalties of perjury, I declare that i have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and belief, it is Vue, cofrect and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. 51GNA iUF~ OF PERSd~I RESApf~SIBLE FOR FILING RETURN C SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS OFFICIAL USE ONLY County Code Year File Number REGISTER OF~ILLS USE ~. ~ :.~~rn- rT ~. iT1 ~~ . "" =~~ ~7U~~ -J +.~ DATE 1 ~~ PLEASE USE ORIGINAL FORM ONLY 15056051058 Side 1 L 15056051058 REV-1500 EX 15056052059 Decedent's Social Security Number Decedent's Name: Barbara A McCarthy 209_28_9279 RECAPITULATION 1. Real estate (Schedule A) ......................................... .... 1. ,,' 2. Stocks and Bonds (Schedule B) ................................... .... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 4. Mortgages & Notes Receivable (Schedule D) .......................... ... 4. '' 5. Cash, Bank Deposits ~ Miscellaneous Personal Property (Schedule E) ..... ... 5. I 1,079.00 6. Jointly Owned Property (Schedule F) ~ ` ~ Separate Billing Requested .... ... 6. ! 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property ""' (Schedule G) ~._;=.:~ Separate Billing Requested..... ... 7. 8. Total Gross Assets (total Lines 1-7) ................................. ... 8.; 1,079.00 9. Funeral Expenses & Administrative Costs (Schedule H) .................. ... 9. ! ,..~~ 7$4.00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............. ... 10. 10,000.00 11. Total Deductions (total Lines 9 & 10) ................................ ... 11. ! 10,784.00 ,.. 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. • -9,705.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which ~ `"` °°~~° ` ""~ "" - °+ an election to tax has not been made (Schedule J) ..................... ... 13. 'i 14. Net Value Subject to Tax (Line 12 minus Line 13) ..................... ... 14. ' !. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 - - -- - (a)(1.2) X .0_ 15. 16. Amount of Line 14 taxable "" °°° °- " -"' at Lineal rate X .0._ 16. ': 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable _,.__ _~.~, _ ~~. ._ ........ .. .. ._w `""" ' " ' ~" at collateral rate X .15 1 g. 19. TAX DUE .........................................................19.! 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: ,_,,__,,,,, F~IeNUmber . ._. .. a_, . ,~ i= _.v . ~... ~ ,_..__... . ,.~ _._ ., ......._ ... x..,_.. DECEDENT'S NAME DECEDENTS SOCIAL SECURITY NUMBER Barbara A McCarthy 209-28-9279 STREETADDRESS 11 Hartzdale Drive CITY Camp Hill STATE Zlp PA 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 10,272.91 C. Discount 526.32 3. InterestlPenalty if applicable D. Interest E. Penalty Total Credits (A + B + C ) (2) 10,799.23 436.73 Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 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 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 three (3) percent [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 zero (O) percent [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 zero (0) percent [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 four and one-half (4.5) percent, 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 twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Barbara Ann McCarthy a/k/a Barbara A. McCarthy 21-09-0398 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must he al~~hapd ~~ s~tie,~~~ie c ~u mu~c syecr is neeaeo, mseR aaa¢ionai sneers or the same size) REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEDt~ILE N FUNERAL EXPENSES & ADMINISTRATIVE COSTS Barbara Ann McCarthy a/k/a Barbara A. McCarthy 21-09-0298 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City _ State Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State _Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Retum Preparer's Fees ~. Register of Wills -Short Certificate 8. Register of Wills -Filing fee -Supplemental PA Inheritance Tax Retum and Inventory TOTAL (Also enter on line 9, Recapitulation) I ~ (If more space is needed, insert additional sheets of the same size) 750.00 4.00 30.00 784.00 ,~ REV-1512 EX+ (i2-03} COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Barbara Ann McCarthy a/k/a Barbara A. McCarthy 21-09-0398 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. (If more space is needed, insert additional sheets of the same size} ESTATE OF BARBARA ANN McCARTHY os-0s 1052 4431 N. FRONT ST_ RIVER CHASE OFFICE CENTER, THIRD FLOOR 60-184/313 HARRISBURG, PA 17110 12/31 /09 z3 DATE PAY TO THE Hospice of Central Pennsylvania ~ ~ 10, 000.00 ORDER OF Ten Thousand----------and----------------00/100 8 6.w~ry DOLLARS ' `n°„nm ;. e..~ ~HETRO BANK Full sat of claims _ rr[[~~ FOR ~ /\C~ IUP ~:03L30~846~: 53 663957 811' L052 ~~ ,' _.~ EXIBIT F EXHIBIT F [NOTICE OF SUPPLEMENTAL INHERITANCE TAX RETURN] 16 Pennsylvania ~ BUREAU OF INDIVIDUAL TAxES INHERIT ANCE TAX DEPARTMENT OF REVENUE REV-1607 EX AFP (12-09) INHERITANCE TAx DIYISION STATEMENT O F AC C O U N T Po Box 2BO6a1 HARRISBURG PA 17128-0601 DATE 09-20-2010 ESTATE OF MCCARTHY BARB ARA A + DATE OF DEATH 04-17-2009 ~, , ~~ 's" ~~:~ FILE NUMBER 21 09-0398 ..~~ ~~ COUNTY CUMBERLAND HEATHER D ROYER /~Cp-- ZS~ '" ~'" ACN 101 3RD FLOOR 71/J~ Amount Remitted 4431 N FRONT ST HBG PA 17110 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALON6_ THIS LINE fir- RETAIN LOWER PORTION FOR YOUR RECORDS _~ _ _ REV X1607 EX AFP C12 09) ~~~ ~ *** INHERITANCE TAX STATEMENT~OF~ACCOUNT~ ***~~~~~~ ~~ ~~~~~~~~~~~ ESTATE OF:MCCARTHY BARBARA A FILE NO.: 21 09-0398 ACN: 101 DATE: 09-20-2010 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-02-2010 PRINCIPAL TAX DUE: 10,362.48 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 07-02-2009 CD011487 518.12 10,000.00 12-15-2009 CD012103 .00 272.91 09-03-2010 REFUND .00 428.55- TOTAL TAX PAYMENT I 10,362.48 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. NOTICE OF INHERITANCE TAX pe11t1S~/~Vat1~8 ~ BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DF DEDUCTIONS AND ASSESSMENT DF TAX REV-1547 EX AFP (12-09) PO BOX 260601 HARRISBURG PA 17128-0601 DATE 08-09-2010 ESTATE OF MCCARTHY BARBARA A DATE OF DEATH 04-17-2009 FILE NUMBER 21 09-0398 COUNTY CUMBERLAND HEATHER D ROVER ACN 101 3RD FLOOR APPEAL DATE: 10-08-2010 4 4 31 N F R O N T S T (See reverse side under Objections ) HBG PA 17110 A®ount Reaitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE ~ ~" ~. ; ~_ ~ CARLISLE PA 17013 Q ~Ia~ZG~~ CUT ALONG THIS LINE ~ RETAIN LOWER PORTION ------------------------ FOR YOUR RECORDS ~ ------------------------ _----aSS~=~~ --- ---- -------------------------- REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: MCCARTHY BARBARA AFILE N0.:21 09-0398 ACN: 101 DATE: 08-09-2010 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1 1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper (2) .00 credit to your account, 2. Stocks and Bonds (Schedule B) submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) .00 (3) of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,079.00 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 (8) 1 , 079.00 8. Total Assets APPROV ED DEDUCTIONS AND EXEMPTIONS: 4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 784.00 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 10,000.00 C11) 10,784.00 11. Total Deductions 00- 9 705 12. Net Value of Tax Return (12) . , 13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 222, 110.74 NOTE: If an assesswent was issued previously, li nes 14, 15 and/or 16, 17 , 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESS MENT OF TAX: 00 00 00 = 15. Amount of Line 14 at Spousal rate X C15) . . 16. Amount of Line 14 taxable at Lineal/Class A rate (16) ?]8.610.74 x 045 = 9,837.48 17. Amount of Line 14 at Sibling rate (17) .00 X 12 ° .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) 3,500.00 X 15 = 525.00 19. Principal Tax Due (19 )= 10,362.48 T AX CR EDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-02-2009 CD011487 518.12 10,000.00 12-15-2009 CD012103 .00 272.91 TOTAL TAX PAYMENT 10,791.03 BALANCE OF TAX DUE 428.55CR INTEREST AND PEN. .00 TOTAL DUE 428.55CR ^ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. EXHIBIT G [RECEIPT, RELEASE & REFUNDING AGREEMENTS] 17 EXHIBIT G 9555-Z-Sa/RRR&Indem/HDR/ja~ '2009 IN THE MATTER OF THE IN THE COURT OF COMMON PLEAS ESTATE OF BARBARA ANN OF CUMBERLAND COUNTY MCCARTHY alk/a BARBARA A. MCCARTHY ORPHANS' COURT DIVISION No: 2009-00398 RECEIPT, RELEASE, REFUNDING and INDEMNIFICATION AGREEMENT THIS AGREEMENT (hereafter "Agreement") made on this day of ~1P „~,~~ , 2009, by and between HEATHER D. ROYER, as Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy (hereafter "Executrix") and KATHLEEN LYNN BOOSE, beneficiary under the Last Will and Testament of Barbara Ann McCarthy a/k/a Barbara A. McCarthy dated March 3, 2008 (hereafter "Beneficiary"). Beneficiary does hereby acknowledge receipt from the Executrix the sum of Fifteen Thousand ($15,000.00) Dollars as an advance distribution against her share of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy (hereafter "Estate") pursuant to Article IV of the Last Will and Testament of Barbara Ann McCarthy a/k/a Barbara A. McCarthy. Ir, coiisideratior~ of tl'ic willingness of the Executrix to advance the funds, a~ceing to be legally bound, Beneficiary, individually, and as a representative of those who hereafter may claim through her, and on her behalf, does hereby: 1. Approve of the Executrix advancing the sum of Fifteen Thousand ($15,000.00) Dollars prior to the finalization of the administration of the Estate (hereafter the "Advance Distribution"). 2. Absolutely, unconditionally, and irrevocably release, remise and forever discharge Heather D. Royer, individually, and in her capacity as Executrix of the Estate, and the law firm of Smigel, Anderson & Sacks, LLP, of and from any and all manner of actions, causes of action, suits, liens, debts, due sums of money, reckonings, bonds, bills, specialties, covenants, contracts, controversies, agreements, promises, variances, trespasses, damages, judgments, extents, executions, claims, demands, losses, costs and expenses whatsoever in law, admiralty or equity, in any way arising from or in any way relating to the Advance Distribution. 3. Agree to refund as necessary to Heather D. Royer as the Executrix of the Estate of Barbara Ann McCarthy a!k/a Barbara A. McCarthy, any additional death tax or sums for payment of costs of administration or debts of the Estate, together with penalties, interest, costs incidental thereto which cannot be paid from the probate estate of Barbara Ann McCarthy a!k/a Barbara A. McCarthy; provided, that such amount(s) shall be attributed solely to such Advance Distribution. 4. Indemnify Heather D. Royer, individually, and in her capacity as Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy, and the law firm of Smigel, Anderson & Sacks, LLP, of and from any and all manner of actions, causes of action, suits, liens, debts, due sums of money, reckonings, bonds, bills, specialties, covenants, contracts, controversies, agreements, promises, variances, trespasses, damages, judgments, extends, executions, claims, demands, losses, costs and expenses whatsoever in law, admiralty or equity, in any way arising from or in any way relating to the Advance Distribution. This Agreement constitutes the entire understanding between the parties hereto concerning the subject matter hereof, and supersedes any and all prior written agreement 2 and any and all prior or contemporaneous oral agreements or understanding relating to the subject matter hereof. This Agreement may not be amended, modified, superseded, cancelled, renewed or extended, nor may any term or condition hereof be waived, except by a written instrument or document signed by all the parties hereto or, in the case of a waiver, signed by the party sought to be charged therewith. No waiver by any party of the breach of any provision hereof shall be deemed to constitute a waiver of any condition or subsequent breach of such provision or any other provision hereof. Except as otherwise provided herein, the right and remedies expressly granted hereunder shall be cumulative with respect to, and shall not be deemed to exclude, any other rights and remedied to which any party shall be entitled at law or in equity. This Agreement shall be binding upon and inure to the benefit of the parties hereto and their respective heirs, successors, personal representatives, and those who may hereafter claim through any of the parties. This Agreement shall be governed by and construed in accordance with the laws of the Commonwealth of Pennsylvania, without regard to choice-of--law provisions. The Courts of the Commonwealth of Pennsylvania shall have exclusive jurisdiction over any action to enforce or interpret the terms of this Agreement. References to persons or things shall be deemed to refer to such persons or things in the singular or plural and in the masculine, feminine or neuter gender as the context shall require. This Agreement shall be deemed to be severable, so that if any provision hereof shall be determined by a court of competent jurisdiction to be invalid or unenforceable, 3 the remaining provisions hereof shall continue to remain valid and enforceable in accordance with their terms. This Agreement maybe executed in multiple counterparts, each of which may contain the signature of one or more of the parties, all of which, taken together, shall constitute one and the same instrument. IN WITNESS WHEREOF, and intending to be legally bound hereby, the parties hereto have executed this Agreement as of the date set forth herein. WITNESS: ESTATE OF BARBARA ANN MCCARTHY a/k/a BARBARA A. MCCARTHY ,; By. f Bather D. Roye Individually and as Executrix BENEFICIARY: __ ~ ~. a Lynn Boose 4 9555-2-Sa/RRR&Indem/HDR/jab ~ ;009 IN THE MATTER OF THE ESTATE OF BARBARA ANN MCCARTHY alk/a BARBARA A. MCCARTHY IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION No: 2009-00398 RECEIPT, RELEASE, REFUNDING and INDEMNIFICATION AGREEMENT rl-iv THIS AGREEMENT (hereafter "Agreement") made on this +`~'~' day of `~ah~_ ; by and between HEATIiER D. RC~YER, as r;xecutr`ix ilf the Estate of Barbara Arm McCarthy alk/a Barbara A. McCarthy (hereafter "Executrix") and RACHEL E. KELLER, beneficiary under the Last Will and Testament of Barbara Ann McCarthy a/k/a Barbara A. McCarthy dated March 3, 2008 (hereafter "Beneficiary"). Beneficiary does hereby acknowledge receipt from the Executrix the sum of Four Thousand Five Hundred ($4,500.00) Dollars as an advance distribution against her share of the Estate of Barbara Ann McCarthy a!k/a Barbara A. McCarthy (hereafter "Estate") pursuant to Article IV of the Last Will and Testament of Barbara Ann McCarthy a/k/a Barbara A. McCarthy. In %~'ii15ideratlC~i1 Of the w iiil3~YieSS ©f t1iG IJxCGi-ti1x to adVarlCe the f~1r1dS, agreelilg to be legally bound, Beneficiary, individually, and as a representative of those who hereafter may claim through her, and on her behalf, does hereby: 1. Approve of the Executrix advancing the sum of Four Thousand Five Hundred ($4,500.00) Dollars prior to the finalization of the administration of the Estate (hereafter the "Advance Distribution"). 2. Absolutely, unconditionally, and irrevocably release, remise and forever discharge Heather D. Royer, individually, and in her capacity as Executrix of the Estate, and the law fum of Smigel, Anderson & Sacks, LLP, of and from any and all manner of actions, causes of action, suits, liens, debts, due sums of money, reckonings, bonds, bills, specialties, covenants, contracts, controversies, agreements, promises, variances, trespasses, damages, judgments, extents, executions, claims, demands, losses, costs and expenses whatsoever in law, admiralty or equity, in any way arising from or in any way relating to the Advance Distribution. 3. Agree to refund as necessary to Heather D. Royer as the Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy, any additional death tax or sums for payment of costs of administration or debts of the Estate, together with penalties, interest, costs incidental thereto which cannot be paid from the probate estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy; provided, that such amounts} shall be attributed solely to such Advance Distribution. 4. Indemnify Heather D. Royer, individually, and in her capacity as Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy, and the law firm of Smigel, Anderson & Sacks, LLP, of and from any and all manner of actions, causes of action, suits, liens, debts, due sums of money, reckonings, bonds, bills, specialties, covenants, contracts, controversies, agreements, promises, variances, trespasses, damages, judgments, extends, executions, claims, demands, losses, costs and expenses whatsoever in law, admiralty or equity, in any way arising from or in any way relating to the Advance Distribution. This Agreement constitutes the entire understanding between the parties hereto concerning the subject matter hereof, and supersedes any and all prior written agreement 2 and any and all prior or contemporaneous oral agreements or understanding relating to the subject matter hereof. This Agreement may not be amended, modified, superseded, cancelled, renewed or extended, nor may any term or condition hereof be waived, except by a written instrument or document signed by all the parties hereto or, in the case of a waiver, signed by the party sought to be charged therewith. No waiver by any party of the breach of any provision hereof shall be deemed to constitute a waiver of any condition or subsequent breach of such provision or any other provision hereof. Except as otherwise provided herein, the right and remedies expressly granted hereunder shall be cumulative with respect to, and shall not be deemed to exclude, any other rights and remedied to which any party shall be entitled at law or in equity. This Agreement shall be binding upon and inure to the benefit of the parties hereto and their respective heirs, successors, personal representatives, and those who may hereafter claim through any of the parties. This Agreement shall be governed by and construed in accordance with the laws of the Commonwealth of Pennsylvania, without regard to choice-of--law provisions. The Courts of the Commonwealth of Pennsylvania shall have exclusive jurisdiction over any action to enforce or interpret the terms of this Agreement. References to persons or things shall be deemed to refer to such persons or things in the singular or plural and in the masculine, feminine or neuter gender as the context shall require. This Agreement shall be deemed to be severable, so that if any provision hereof shall be determined by a court of competent jurisdiction to be invalid or unenforceable, 3 the remaining provisions hereof shall continue to remain valid and enforceable in accordance with their terms. This Agreement maybe executed in multiple counterparts, each of which may contain the signature of one or more of the parties, all of which, taken together, shall constitute one and the same instrument. IN WITNESS WHEREOF, and intending to be legally bound hereby, the parties hereto have executed this Agreement as of the date set forth herein. WITNESS: '~ i G ~ ESTATE OF BARBARA ANN MCCARTHY a/k/a BARBARA A. MCCARTHY By: ~ ;:: Heather D`, i~oyer, Individually and as xecutrix BENEFICIARY: ~, .., ~ , achel E. Keller 4 9555-2-Sa/RRR&Indem/HDR/jah X2009 IN THE MATTER OF THE IN THE COURT OF COMMON PLEAS ESTATE OF BARBARA ANN OF CUMBERLAND COUNTY MCCARTHY a/k/a BARBARA A. ORPHANS' COURT DIVISION MCCARTHY No: 2009-00398 RECEIPT RELEASE REFUNDING and INDEMNIFICATION AGREEMENT THIS AGREEMENT (hereafter "Agreement") made on this ,3i~ day of hh ilk ~.rutn r !?l~VFA ~~ ~' ;ert"tti~C ref {~~CG.1'Yl ,LUGy, by anti lryevi~tCii HEh~11L1~ ,J. j •,i•, the Estate of Barbara Ann McCarthy a/k/a Bazbaza A. McCarthy (hereafter "Executrix") and LAURA M. KELLER, beneficiary under the Last Will and Testament of Barbara Ann McCarthy a/k/a Barbara A. McCarthy dated Mazch 3, 2008 (hereafter "Beneficiary . Beneficiary does hereby acknowledge receipt from the Executrix the sum of Four Thousand Five Hundred ($4,500.00) Dollazs as an advance distribution against her shaze of the Estate of Bazbaza Ann McCarthy a/k/a Barbara A. McCarthy (hereafter "Estate") pursuant to Article IV of the Last Will and Testament of Barbara Ann McCarthy a/k/a Barbaza A. McCarthy. a_.. r, a,. In consideration of file ~viiirYgness c;f the Executrix to advance t~~., ~~zr~.,~, agree~~~g to be legally bound, Beneficiary, individually, and as a representative of those who hereafter may claim through her, and on her behalf, does hereby: Approve of the Executrix advancing the sum of Four Thousand Five Hundred ($4,500.00) Dollars prior to the finalization of the administration of the Estate (hereafter the "Advance Distribution"). 2. Absolutely, unconditionally, and irrevocably release, remise and forever discharge Heather D. Royer, individually, and in her capacity as Executrix of the Estate, and the law firm of Smigel, Anderson & Sacks, LLP, of and from any and all manner of actions, causes of action, suits, liens, debts, due sums of money, reckonings, bonds, bills, specialties, covenants, contracts, controversies, agreements, promises, variances, trespasses, damages, judgments, extents, executions, claims, demands, losses, costs and expenses whatsoever in law, admiralty or equity, in any way arising from or in any way relating to the Advance Distribution. 3. Agree to refund as necessary to Heather D. Royer as the Executrix of the Estate of Barbara Ann McCarthy a1k/a Barbara A. McCarthy, any additional death tax or sums for payment of costs of administration or debts of the Estate, together with penalties, interest, costs incidental thereto which cannot be paid from the probate estate of Barbara Ann McCarthy a1k/a Barbara A. McCarthy; provided, that such amount(s) shall be attributed solely to such Advance Distribution. 4. Indemnify Heather D. Royer, individually, and in her capacity as Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy, and the law firm of Smigel, Anderson & Sacks, LLP, of and from any and all manner of actions, causes of action, suits, liens, debts, due sums of money, reckonings, bonds, bills, specialties, covenants, contracts, controversies, agreements, promises, vanances, trespasses, damages, judgments, extends, executions, claims, demands, losses, costs and expenses whatsoever in law, admiralty or equity, in any way arising from or in any way relating to the Advance Distribution. This Agreement constitutes the entire understanding between the parties hereto concerning the subject matter hereof, and supersedes any and all prior written agreement 2 and any and all prior or contemporaneous oral agreements or understanding relating to the subject matter hereof. This Agreement may not be amended, modified, superseded, cancelled, renewed or extended, nor may any term or condition hereof be waived, except by a written instrument or document signed by all the parties hereto or, in the case of a waiver, signed by the party sought to be charged therewith. No waiver by any party of the breach of any provision hereof shall be deemed to constitute a waiver of any condition or subsequent breach of such provision or any other provision hereof. Except as otherwise provided herein, the right and remedies expressly granted hereunder shall be cumulative with respect to, and shall not be deemed to exclude, any other rights and remedied to which any party shall be entitled at law or in equity. This Agreement shall be binding upon and inure to the benefit of the parties hereto and their respective heirs, successors, personal representatives, and those who may hereafter claim through any of the parties. This Agreement shall be governed by and construed in accordance with the laws of the Commonwealth of Pennsylvania, without regard to choice-of--law provisions. The Courts of the Commonwealth of Pennsylvania shall have exclusive jurisdiction over any action to enforce or interpret the terms of this Agreement. References to persons or things shall be deemed to refer to such persons or things in the singular or plural and in the masculine, feminine or neuter gender as the context shall require. This Agreement shall be deemed to be severable, so that if any provision hereof shall be determined by a court of competent jurisdiction to be invalid or unenforceable, 3 the remaining provisions hereof shall continue to remain valid and enforceable in accordance with their terms. This Agreement maybe executed in multiple counterparts, each of which may contain the signature of one or more of the parties, all of which, taken together, shall constitute one and the same instrument. IN WITNESS WHEREOF, and intending to be legally bound hereby, the parties hereto have executed this Agreement as of the date set forth herein. WITNESS: ESTATE OF BARBARA ANN MCCARTHY a/k/a BARBARA A. MCCARTHY ,~-- Hcather D. Ro r J Individually and as Executrix BENEFICIARY: ._~~ .P n ~~~ ~ ~ ~~ Laura M. Keller ..~..~ t tOt 't t q~i •,~~Idxg uo1KIW~~ ~W 111}1110 CN111 A~pI~N N~OdWYH 01111FIN1~11 ! ~~ 1~ 'SON 4 9555-2-Sa/RRR&tndem/HDR/jal ~ '!2009 IN THE MATTER OF THE IN THE COURT OF COMMON PLEAS ESTATE OF BARBARA ANN OF CUMBERLAND COUNTY MCCARTHY a/k/a BARBARA ~'' ORPHANS' COURT DIVISION MCCARTHY : No: 2009-00398 RECEIPT RELEASE REFUNDING and INDEMNIFICATION AGREEMENT THIS AGREEMENT (hereafter "Agreement") made on this ~_day of ~~y,.~~ , 2009, by and bet- een HEATHER D. ~:OYER, as Execj~~i° of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy (hereafter "Executrix") and JENNIFER C. KELLER, beneficiary under the Last Will and Testament of Barbara Ann McCarthy a/k/a Barbara A. McCarthy dated March 3, 2008 (hereafter "Beneficiary"). Beneficiary does hereby acknowledge receipt from the Executrix the sum of Four Thousand Five Hundred ($4,500.00) Dollars as an advance distribution against her share of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy (hereafter "Estate") pursuant to Article IV of the Last Will and Testament of Barbara Ann McCarthy aIk/a Barbara A. McCarthy. ir, consideration ui the willingness of the Executrix io advaucc the funds, agreeing to be legally bound, Beneficiary, individually, and as a representative of those who hereafter may claim through her, and on her behalf, does hereby: Approve of the Executrix advancing the sum of Four Thousand Five Hundred ($4,500.00) Dollars prior to the finalization of the administration of the Estate (hereafter the "Advance Distribution"). 2. Absolutely, unconditionally, and irrevocably release, remise and forever discharge Heather D. Royer, individually, and in her capacity as Executrix of the Estate, and the law firm of Smigel, Anderson & Sacks, LLP, of and from any and all manner of actions, causes of action, suits, liens, debts, due sums of money, reckonings, bonds, bills, specialties, covenants, contracts, controversies, agreements, promises, variances, trespasses, damages, judgments, extents, executions, claims, demands, losses, costs and expenses whatsoever in law, admiralty or equity, in any way arising from or in any way relating to the Advance Distribution. 3. Agree to refund as necessary to Heather D. Royer as the Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy, any additional death tax or sums for payment of costs of administration or debts of the Estate, together with penalties, interest, costs incidental thereto which cannot be paid from the probate estate of Barbara Ann McCarthy alk/a Barbara A. McCarthy; provided, that such amount(s) shall be attributed solely to such Advance Distribution. 4. Indemnify Heather D. Royer, individually, and in her capacity as Executrix of the Estate of Barbara Ann McCarthy aJk/a Barbara A. McCarthy, and the law firm of Smigel, Anderson & Sacks, LLP, of and from any and all manner of actions, causes of action, suits, liens, debts, due sums of money, reckonings, bonds, bills, specialties, covenants, contracts, controversies, agreements, promises, variances, trespasses, damages, judgments, extends, executions, claims, demands, losses, costs and expenses whatsoever in law, admiralty or equity, in any way arising from or in any way relating to the Advance Distribution. This Agreement constitutes the entire understanding between the parties hereto concerning the subject matter hereof, and supersedes any and all prior written agreement 2 } and any and all prior or contemporaneous oral agreements or understanding relating to the subject matter hereof. This Agreement may not be amended, modified, superseded, cancelled, renewed or extended, nor may any term or condition hereof be waived, except by a written instrument or document signed by all the parties hereto or, in the case of a waiver, signed by the party sought to be charged therewith. No waiver by any party of the breach of any provision hereof shall be deemed to constitute a waiver of any condition or subsequent breach of such provision or any other provision hereof. Except as otherwise provided herein, the right and remedies expressly granted hereunder shall be cumulative with respect to, and shall not be deemed to exclude, any other rights and remedied to which any party shall be entitled at law or in equity. This Agreement shall be binding upon and inure to the benefit of the parties hereto and their respective heirs, successors, personal representatives, and those who may hereafter claim through any of the parties. This Agreement shall be governed by and construed in accordance with the laws of the Commonwealth of Pennsylvania, without regard to choice-of--law provisions. 'The Courts of the Commonwealth of Pennsylvania shall have exclusive jurisdiction over any action to enforce or interpret the terms of this Agreement. References to persons or things shall be deemed to refer to such persons or things in the singular or plural and in the masculine, feminine or neuter gender as the context shall require. This Agreement shall be deemed to be severable, so that if any provision hereof shall be determined by a court of competent jurisdiction to be invalid or unenforceable, 3 the remaining provisions hereof shall continue to remain valid and enforceable in accordance with their terms. This Agreement maybe executed in multiple counterparts, each of which may contain the signature of one or more of the parties, all of which, taken together, shall constitute one and the same instrument. IN WITNESS WHEREOF, and intending to be legally bound hereby, the parties hereto have executed this Agreement as of the date set forth herein. ESTATE OF BARBARA ANN MCCARTHY WITNESS: a/k/a B~Bp~g~, A. MCCARTHY By: Bather D. Ro Individually and as Executrix BENEFICIARY: o ~r~ Jenni r C. Keller 4 9555-2-Sa/RRR&Indem/HDR/jabl '009 IN THE MATTER OF THE IN THE COURT OF COMMON PLEAS ESTATE OF BARBARA ANN OF CUMBERLAND COUNTY MCCARTHY a/k/a BARBARA A. ORPHANS' COURT DIVISION MCCARTHY No: 2009-00398 RECEIPT RELEASE REFUNDING and INDEMNIFICATION AGREEMENT THIS AGREEMENT (hereafter "Agreement") made on this _______day of faro ~ _,;~, by and between FEATHER D. ROPER, as Execut~x of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy (hereafter "Executrix") and JUSTIN D. KELLER, beneficiary under the Last Will and Testament of Barbara Ann McCarthy a/k/a Barbara A. McCarthy dated March 3, 2008 (hereafter "Beneficiary"). Beneficiary does hereby acknowledge receipt from the Executrix the sum of Four Thousand Five Hundred ($4,500.00) Dollars as an advance distribution against his share of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy (hereafter "Estate") pursuant to Article IV of the Last Will and Testament of Barbara Ann McCarthy a/k/a Barbara A. McCarthy. In consideration of the willingness of the Executrix to advance the funds, agreeing to be legally bound, Beneficiary, individually, and as a rej~resentativc ui tlio~e who hereafter may claim through him, and on his behalf, does hereby: l , Approve of the Executrix advancing the sum of Four Thousand Five Hundred ($4,500.00) Dollars prior to the finalization of the administration of the Estate (hereafter the "Advance Distribution"). 2. Absolutely, unconditionally, and irrevocably release, remise and forever discharge Heather D. Royer, individually, and in her capacity as Executrix of the Estate, and the law firm of Smigel, Anderson & Sacks, LLP, of and from any and all manner of actions, causes of action, suits, liens, debts, due sums of money, reckonings, bonds, bills, specialties, covenants, contracts, controversies, agreements, promises, variances, trespasses, damages, judgments, extents, executions, claims, demands, losses, costs and expenses whatsoever in law, admiralty or equity, in any way arising from or in any way relating to the Advance Distribution. 3. Agree to refund as necessary to Heather D. Royer as the Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy, any additional death tax or sums for payment of costs of administration or debts of the Estate, together with penalties, interest, costs incidental thereto which cannot be paid from the probate estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy; provided, that such amount(s) shall be attributed solely to such Advance Distribution. 4, Indemnify Heather D. Royer, individually, and in her capacity as Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy, and the law firm of Smigel, Anderson & Sacks, LLP, of and from any and all manner of actions, causes of action, suits, liens, debts, due sums of money, reckonings, bonds, bills, specialties, covenants, contracts, controversies, agreements, promises, variances, trespasses, damages, judgments, extends, executions, claims, demands, losses, costs and expenses whatsoever in law, admiralty or equity, in any way arising from or in any way relating to the Advance Distribution. This Agreement constitutes the entire understanding between the parties hereto concerning the subject matter hereof, and supersedes any and all prior written agreement and any and all prior or contemporaneous oral agreements or understanding relating to 2 the subject matter hereof. This Agreement may not be amended, modified, superseded, cancelled, renewed or extended, nor may any term or condition hereof be waived, except by a written instrument or document signed by all the parties hereto or, in the case of a waiver, signed by the party sought to be charged therewith. No waiver by any party of the breach of any provision hereof shall be deemed to constitute a waiver of any condition or subsequent breach of such provision or any other provision hereof. Except as otherwise provided herein, the right and remedies expressly granted hereunder shall be cumulative with respect to, and shall not be deemed to exclude, any other rights and remedied to which any party shall be entitled at law or in equity. This Agreement shall be binding upon and inure to the benefit of the parties hereto and their respective heirs, successors, personal representatives, and those who may hereafter claim through any of the parties. This Agreement shall be governed by and construed in accordance with the laws of the Commonwealth of Pennsylvania, without regard to choice-of--law provisions. The Courts of the Commonwealth of Pennsylvania shall have exclusive jurisdiction over any action to enforce or interpret the terms of this Agreement. References to persons or things shall be deemed to refer to such persons or things in the singular or plural and in the masculine, feminine or neuter gender as the context shall require. This Agreement shall be deemed to be severable, so that if any provision hereof shall be determined by a court of competent jurisdiction to be invalid or unenforceable, the remaining provisions hereof shall continue to remain valid and enforceable in accordance with their terms. This Agreement maybe executed in multiple counterparts, each of which may contain the signature of one or more of the parties, all of which, taken together, shall constitute one and the same instrument. IN WITNESS WHEREOF, and intending to be legally bound hereby, the parties hereto have executed this Agreement as of the date set forth herein. WITNESS: ESTATE OF BA_RBA~2A AI~'N MCCARTHY a/k/a BARBARA A. MCCARTHY By: Bather D. Royer, Individually and as Executrix BENEFICIARY: Justin D. Keller 4 9555-2-Sa/RRR&Indem/HDR/jab .=2009 e. IN THE MATTER OF THE ESTATE OF BARBARA ANN MCCARTHY a/k/a BARBARA A. MCCARTHY 1N THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION No: 2009-00398 RECEIPT RELEASE REFUNDING and INDEMNIFICATION AGREEMENT ,~ THIS AGREEMENT (hereafter "Agreement") made on this __ ~______day of ~a_y~y.~ ~ by and between HEA T HER D. ROVER, as Exec~,ztr~x of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy (hereafter "Executrix") and RACHEL E. KELLER, as Custodian for the benefit of NOLAN STOPFEL, under the Pennsylvania Uniform Transfers to Minors Act, beneficiary under the Last Will and Testament of Barbara Assn McCarthy a/k/a Barbara A. McCarthy dated March 3, 2008 (hereafter "Custodian-Beneficiary"). Custodian-Beneficiary does hereby acknowledge receipt from the Executrix the sum of Four Thousand Five Hundred ($4,500.00) Dollars as an advance distribution against his share of the Estate of Barbara Ann McCarthy alk/a Barbara A. McCarthy (hereafter "Estate") pursuant to Article IV of the Last Will and Testament of Barbara Ann McCarthy a/k/a Barbara A. McCarthy. In consideration of the willingness of the Executrix to advance the funds, agreeing to be legally bound, Custodian-Beneficiary, individually, and as a representative of those who hereafter may claim through him, and on his behalf, does hereby: 1, Approve of the Executrix advancing the sum of Four Thousand Five Hundred ($4,500.00) Dollars prior to the finalization of the administration of the Estate (hereafter the "Advance Distribution"). 2. Absolutely, unconditionally, and irrevocably release, remise and forever discharge Heather D. Royer, individually, and in her capacity as Executrix of the Estate, and the law firm of Smigel, Anderson & Sacks, LLP, of and from any and all manner of actions, causes of action, suits, liens, debts, due sums of money, reckonings, bonds, bills, specialties, covenants, contracts, controversies, agreements, promises, variances, trespasses, damages, judgments, extents, executions, claims, demands, losses, costs and expenses whatsoever in law, admiralty or equity, in any way arising from or in any way relating to the Advance Distribution. 3. Agree to refund as necessary to Heather D. Royer as the Executrix of the Estate of Barbara Ann McCarthy aJk/a Barbara A. McCarthy, any additional death tax or sums for payment of costs of administration or debts of the Estate, together with penalties, interest, costs incidental thereto which cannot be paid from the probate estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy; provided, that such amount(s) shall be attributed solely to such Advance Distribution. 4. Indemnify Heather D. Royer, individually, and in her capacity as Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy, and the law firm of Smigel, Anderson & Sacks, LLP, of and from any and all manner of actions, causes of action, suits, liens, debts, due sums of money, reckonings, bonds, bills, specialties, covenants, contracts, controversies, agreements, promises, variances, trespasses, damages, judgments, extends, executions, claims, demands, losses, costs and expenses whatsoever in law, admiralty or equity, in any way arising from or in any way relating to the Advance Distribution. This Agreement constitutes the entire understanding between the parties hereto 2 concerning the subject matter hereof, and supersedes any and all prior written agreement and any and all prior or contemporaneous oral agreements or understanding relating to the subject matter hereof. This Agreement may not be amended, modified, superseded, cancelled, renewed or extended, nor may any term or condition hereof be waived, except by a written instrument or document signed by all the parties hereto or, in the case of a waiver, signed by the party sought to be charged therewith. No waiver by any party of the breach of any provision hereof shall be deemed to constitute a waiver of any condition or subsequent breach of such provision or any other provision hereof. Except as otherwise provided herein, the right and remedies expressly granted hereunder shall be cumulative with respect to, and shall not be deemed to exclude, any other rights and remedied to which any party shall be entitled at law or in equity. This Agreement shall be binding upon and inure to the benefit of the parties hereto and their respective heirs, successors, personal representatives, and those who may hereafter claim through any of the parties. This Agreement shall be governed by and construed in accordance with the laws of the Commonwealth of Pennsylvania, without regard to choice-of--law provisions. The Courts of the Commonwealth of Pennsylvania shall have exclusive jurisdiction over any action to enforce or interpret the terms of this Agreement. References to persons or things shall be deemed to refer to such persons or things in the singular or plural and in the masculine, feminine or neuter gender as the context shall require. This Agreement shall be deemed to be severable, so that if any provision hereof 3 -~ shall be determined by a court of competent jurisdiction to be invalid or unenforceable, the remaining provisions hereof shall continue to remain valid and enforceable in accordance with their terms. This Agreement maybe executed in multiple counterparts, each of which may contain the signature of one or more of the parties, all of which, taken together, shall constitute one and the same instrument. IN WITNESS WHEREOF, and intending to be legally bound hereby, the parties hereto have executed this Agreement as of the date set forth herein. WITNESS: ESTATE OF BARBARA ANN MCCARTHY a/k/a BARBARA A. MCCARTHY --`- - Heather D. Royer, Individually and as Executrix CUSTODIAN-BENEFICIARY: achel E. Keller, Custodian for Nolan Stopfel 4 9555-2-Sa/RRR&Indem/HDR/jar' '?12009 IN THE MATTER OF THE ESTATE OF BARBARA ANN MCCARTHY a/k/a BARBARA A MCCARTHY IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION No: 2009-00398 RECEIPT RELEASE REFUNDING and INDEMNIFICATION AGREEMENT HIS AGREEMENT (hereafter "Agreement") made on this ~~ day of T y and between 1-IEATI-iER D. RO r'ER, as Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy (hereafter "Executrix") and RACHEL E. KELLER, as Custodian for the benefit of ANNA STOPFEL, under the Pennsylvania Uniform Transfers to Minors Act, beneficiary under the Last Will and Testament of Barbara Ann McCarthy alk/a Barbara A. McCarthy dated March 3, 2008 (hereafter "Custodian-Beneficiary") Custodian-Beneficiary does hereby acknowledge receipt from the Executrix the sum of Four Thousand Five Hundred ($4,500.00) Dollars as an advance distribution against her share of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy (hereafter "Estate") pursuant to Article IV of the Last Will and Testament of Barbara Ann ME;CiiLtily a'"1v~d ~d:i'i13ra A. i~ICCaihy. In consideration of the willingness of the Executrix to advance the funds, agreeing to be legally bound, Custodian-Beneficiary, individually, and as a representative of those who hereafter may claim through her, and on her behalf, does hereby: Approve of the Executrix advancing the sum of Four Thousand Five Hundred ($4,500.00) Dollars prior to the finalization of the administration of the Estate (hereafter the "Advance Distribution"). 2. Absolutely, unconditionally, and irrevocably release, remise and forever discharge Heather D. Royer, individually, and in her capacity as Executrix of the Estate, and the law firm of Smigel, Anderson & Sacks, LLP, of and from any and all manner of actions, causes of action, suits, liens, debts, due sums of money, reckonings, bonds, bills, specialties, covenants, contracts, controversies, agreements, promises, variances, trespasses, damages, judgments, extents, executions, claims, demands, losses, costs and expenses whatsoever in law, admiralty or equity, in any way arising from or in any way relating to the Advance Distribution. 3. Agree to refund as necessary to Heather D. Royer as the Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy, any additional death tax or sums for payment of costs of administration or debts of the Estate, together with penalties, interest, costs incidental thereto which cannot be paid from the probate estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy; provided, that such amount(s) shall be attributed solely to such Advance Distribution. 4. Indemnify Heather D. Royer, individually, and in her capacity as Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy, and the law firm of Smigel, Anderson & Sacks, LLP, of and from any and all manner of actions, causes of action, suits, liens, debts, due sums of money, reckonings, bonds, bills, specialties, covenants, contracts, controversies, agreements, promises, variances, trespasses, damages, judgments, extends, executions, claims, demands, losses, costs and expenses whatsoever in law, admiralty or equity, in any way arising from or in any way relating to the Advance Distribution. This Agreement constitutes the entire understanding between the parties hereto 2 concerning the subject matter hereof, and supersedes any and all prior written agreement and any and all prior or contemporaneous oral agreements or understanding relating to the subject matter hereof. This Agreement may not be amended, modified, superseded, cancelled, renewed or extended, nor may any term or condition hereof be waived, except by a written instrument or document signed by all the parties hereto or, in the case of a waiver, signed by the party sought to be charged therewith. No waiver by any party of the breach of any provision hereof shall be deemed to constitute a waiver of any condition or subsequent breach of such provision or any other provision hereof. Except as otherwise provided herein, the right and remedies expressly granted hereunder shall be cumulative with respect to, and shall not be deemed to exclude, any other rights and remedied to which any party shall be entitled at law or in equity. This Agreement shall be binding upon and inure to the benefit of the parties hereto and their respective heirs, successors, personal representatives, and those who may hereafter claim through any of the parties. This Agreement shall be governed by and construed in accordance with the laws of the Commonwealth of Pennsylvania, without regard to choice-of--law provisions. The Courts of the Commonwealth of Pennsylvania shall have exclusive jurisdiction over any action to enforce or interpret the terms of this Agreement. References to persons or things shall be deemed to refer to such persons or things in the singular or plural and in the masculine, feminine or neuter gender as the context shall require. This Agreement shall be deemed to be severable, so that if any provision hereof 3 shall be determined by a court of competent jurisdiction to be invalid or unenforceable, the remaining provisions hereof shall continue to remain valid and enforceable in accordance with their terms. This Agreement maybe executed in multiple counterparts, each of which may contain the signature of one or more of the parties, all of which, taken together, shall constitute one and the same instrument. IN WITNESS WHEREOF, and intending to be legally bound hereby, the parties hereto have executed this Agreement as of the date set forth herein. WITNESS: ESTATE OF BARBARA ANN MCCARTHY a/k/a BARBARA A. MCCARTHY - Heather D. Royer, Individually and as Executrix CUSTODIAN-BENEFICIARY: f Rachel E. Keller, Custodian for Anna Stopfel 4 9555-2-Sa/RRR&Indem/HDR/jabl" `)09 IN THE MATTER OF THE IN THE COURT OF COMMON PLEAS ESTATE OF BARBARA ANN OF CUMBERLAND COUNTY MCCARTHY a/k/a BARBARA A. MCCARTHY ORPHANS' COURT DIVISION No: 2009-00398 RECEIPT, RELEASE, REFUNDING and INDEMNIFICATION AGREEMENT THIS AGREEMENT (hereafter "Agreement") made on this ~_day of ~.._ ,,~~r.~ .-u.; ,,~8~1, by and between HEATHER D. ROYER, as Executrix of the Est-ate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy (hereafter "Executrix") and ALYSSA M. WEBBER, beneficiary under the Last Will and Testament of Barbara Ann McCarthy a!k/a Barbara A. McCarthy dated March 3, 2008 (hereafter "Beneficiary"). Beneficiary does hereby acknowledge receipt from the Executrix the sum of Four Thousand Five Hundred ($4,500.00) Dollars as an advance distribution against her share of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy (hereafter "Estate") pursuant to Article N of the Last Will and Testament of Barbara Ann McCarthy a/k/a Barbara A. McCarthy. In consideration of the willingness of the Executrix to advance the funds, agreeing to be legally bound, Beneficiary, individually, and as a representative of those who hereafter may claim through her, and on her behalf, does hereby: Approve of the Executrix advancing the sum of Four Thousand Five Hundred ($4,500.00) Dollars prior to the finalization of the administration of the Estate (hereafter the "Advance Distribution") 2. Absolutely, unconditionally, and irrevocably release, remise and forever discharge Heather D. Royer, individually, and in her capacity as Executrix of the Estate, and the law firm of Smigel, Anderson & Sacks, LLP, of and from any and all manner of actions, causes of action, suits, liens, debts, due sums of money, reckonings, bonds, bills, specialties, covenants, contracts, controversies, agreements, promises, variances, trespasses, damages, judgments, extents, executions, claims, demands, losses, costs and expenses whatsoever in law, admiralty or equity, in any way arising from or in any way relating to the Advance Distribution. 3. Agree to refund as necessary to Heather D. Royer as the Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy, any additional death tax or sums for payment of costs of administration or debts of the Estate, together with penalties, interest, costs incidental thereto which cannot be paid from the probate estate of Barbara Ann McCarthy alk/a Barbara A. McCarthy; provided, that such amount(s) shall be attributed solely to such Advance Distribution. 4. Indemnify Heather D. Royer, individually, and in her capacity as Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy, and the law firm of Smigel, Anderson & Sacks, LLP, of and from any and all manner of actions, causes of action, suits, liens, debts, due sums of money, reckonings, bonds, bills, specialties, covenants, contracts, controversies, agreements, promises, variances, trespasses, damages, judgments, extends, executions, claims, demands, losses, costs and expenses whatsoever in law, admiralty or equity, in any way arising from or in any way relating to the Advance Distribution. This Agreement constitutes the entire understanding between the parties hereto concerning the subject matter hereof, and supersedes any and all prior written agreement 2 and any and all prior or contemporaneous oral agreements or understanding relating to the subject matter hereof. This Agreement may not be amended, modified, superseded, cancelled, renewed or extended, nor may any term or condition hereof be waived, except by a written instrument or document signed by all the parties hereto or, in the case of a waiver, signed by the party sought to be charged therewith. No waiver by any party of the breach of any provision hereof shall be deemed to constitute a waiver of any condition or surseq_uent breach of such provision or any other provision hereof. Except as otherwise provided herein, the right and remedies expressly granted hereunder shall be cumulative with respect to, and shall not be deemed to exclude, any other rights and remedied to which any party shall be entitled at law or in equity. This Agreement shall be binding upon and inure to the benefit of the parties hereto and their respective heirs, successors, personal representatives, and those who may hereafter claim through any of the parties. This Agreement shall be governed by and construed in accordance with the laws of the Commonwealth of Pennsylvania, without regard to choice-of--law provisions. The Courts of the Commonwealth of Pennsylvania shall have exclusive jurisdiction over any action to enforce or interpret the terms of this Agreement. References to persons or things shall be deemed to refer to such persons or things in the singular or plural and in the masculine, feminine or neuter gender as the context shall require. This Agreement shall be deemed to be severable, so that if any provision hereof shall be determined by a court of competent jurisdiction to be invalid or unenforceable, the remaining provisions hereof shall continue to remain valid and enforceable in accordance with their terms. This Agreement maybe executed in multiple counterparts, each of which may contain the signature of one or more of the parties, all of which, taken together, shall constitute one and the same instrument. 1N WITNESS WHEREOF, and intending to be legally bound hereby, the parties hereto have executed this Agreement as of the date set forth herein. WITNESS: ESTATE OF BARBARA ANN MCCARTHY aJk/a BARBARA A. MCCARTHY ~. By: __- Heather D. Roy , Individually and as Executrix BENEFICIARY: lyssa M. Webber 4 9555-2-Sa/RRR&Indem/HDR/ja} °1/2009 IN THE MATTER OF THE IN THE COURT OF COMMON PLEAS ESTATE OF BARBARA ANN OF CUMBERLAND COUNTY MCCARTHY a/k/a BARBARA A. MCCARTHY ORPHANS' COURT DNISION No: 2009-00398 RECEIPT, RELEASE, REFUNDING and INDEMNIFICATION AGREEMENT THIS AGREEMENT (hereafter "Agreement") made on this ~' ~ da of Y ~tal ~ ~u~2.Gc..~Z,~u- .,-2dd9, by and between HEATHER D. ROYER, as Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy (hereafter "Executrix") and ALYSSA M. WEBBER, as Custodian for the benefit of DANIEL WEBBER, under the Pennsylvania Uniform Transfers to Minors Act, beneficiary under the Last Will and Testament of Barbara Ann McCarthy a/k/a Barbara A. McCarthy dated March 3, 2008 (hereafter "Custodian-Beneficiary") Custodian-Beneficiary does hereby acknowledge receipt from the Executrix the sum of Four Thousand Five Hundred ($4,500.00) Dollars as an advance distribution against his share of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy (hereafter "Estate") pursuant to Article IV of the Last Will and Testament of Barbara Ann McCarti~y ar`k~'a Barbara A. McCarthy. In consideration of the willingness of the Executrix to advance the funds, agreeing to be legally bound, Custodian-Beneficiary, individually, and as a representative of those who hereafter may claim through him, and on his behalf, does hereby: 1. Approve of the Executrix advancing the sum of Four Thousand Five Hundred ($4,500.00) Dollars prior to the finalization of the administration of the Estate (hereafter the "Advance Distribution"). 2. Absolutely, unconditionally, and irrevocably release, remise and forever discharge Heather D. Royer, individually, and in her capacity as Executrix of the Estate, and the law firm of Smigel, Anderson & Sacks, LLP, of and from any and all manner of actions, causes of action, suits, liens, debts, due sums of money, reckonings, bonds, bills, specialties, covenants, contracts, controversies, agreements, promises, variances, trespasses, damages, judgments, extents, executions, claims, demands, losses, costs and expenses whatsoever in law, admiralty or equity, in any way arising from or in any way relating to the Advance Distribution. 3. Agree to refund as necessary to Heather D. Royer as the Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy, any additional death tax or sums for payment of costs of administration or debts of the Estate, together with penalties, interest, costs incidental thereto which cannot be paid from the probate estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy; provided, that such amount(s) shall be attributed solely to such Advance Distribution. 4. Indemnify Heather D. Royer, individually, and in her capacity as Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy, and the law firm of Smigel, Anderson & Sacks, LLP, of and from any and all manner of actions, causes of action, suits, liens, debts, due sums of money, reckonings, bonds, bills, specialties, covenants, contracts, controversies, agreements, promises, variances, trespasses, damages, judgments, extends, executions, claims, demands, losses, costs and expenses whatsoever in law, admiralty or equity, in any way arising from or in any way relating to the Advance Distribution. This Agreement constitutes the entire understanding between the parties hereto 2 concerning the subject matter hereof, and supersedes any and all prior written agreement and any and all prior or contemporaneous oral agreements or understanding relating to the subject matter hereof. This Agreement may not be amended, modified, superseded, cancelled, renewed or extended, nor may any term or condition hereof be waived, except by a written instrument or document signed by all the parties hereto or, in the case of a waiver, signed by the party sought to be charged therewith. No waiver by any party of the breach of any provision hereof shall be deemed to constitute a waiver of any condition or subsequent breach of such provision or any other provision hereof. Except as otherwise provided herein, the right and remedies expressly granted hereunder shall be cumulative with respect to, and shall not be deemed to exclude, any other rights and remedied to which any party shall be entitled at law or in equity. This Agreement shall be binding upon and inure to the benefit of the parties hereto and their respective heirs, successors, personal representatives, and those who may hereafter claim through any of the parties. This Agreement shall be governed by and construed in accordance with the laws of the Commonwealth of Pennsylvania, without regard to choice-of--law provisions. The Courts of the Commonwealth of Pennsylvania shall have exclusive jurisdiction over any action to enforce or interpret the terms of this Agreement. References to persons or things shall be deemed to refer to such persons or things in the singular or plural and in the masculine, feminine or neuter gender as the context shall require. This Agreement shall be deemed to be severable, so that if any provision hereof 3 shall be determined by a court of competent jurisdiction to be invalid or unenforceable, the remaining provisions hereof shall continue to remain valid and enforceable in accordance with their terms. This Agreement maybe executed in multiple counterparts, each of which may contain the signature of one or more of the parties, all of which, taken together, shall constitute one and the same instrument. IN WITNESS WHEREOF, and intending to be legally bound hereby, the parties hereto have executed this Agreement as of the date set forth herein. WITNESS: ESTATE OF BARBARA ANN MCCARTHY a/k/a BARBARA A. MCCARTHY .~- f Bather D. Royer, Individually and as Executrix CUSTODIAN-BENEFICIARY: yssa M. Webber, Custodian for Daniel Webber 4 9555-2-Sa/RRR&Indem/HDR/jat `'2009 IN THE MATTER OF THE ESTATE OF BARBARA ANN MCCARTHY a/k/a BARBARA A. MCCARTHY IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION No: 2009-00398 RECEIPT, RELEASE, REFUNDING and INDEMNIFICATION AGREEMENT THIS AGREEMENT (hereafter "Agreement") made on this ,~ ` ~~, day of ~'~' , 2009, by and between HEATHER D. ROY ~R, as Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy (hereafter "Executrix") and COREY RANALLO, beneficiary under the Last Will and Testament of Barbara Ann McCarthy alk/a Barbara A. McCarthy dated March 3, 2008 (hereafter "Beneficiary") Beneficiary does hereby acknowledge receipt from the Executrix the sum of Four Thousand Five Hundred ($4,500.00) Dollars as an advance distribution against her share of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy (hereafter "Estate") pursuant to Article N of the Last Will and Testament of Barbara Ann McCarthy a!k/a Barbara A. McCarthy. In consideration of the willingness of the Executrix to advance the funds, agreeing to be iegaiiy bound, Beneficiary, individuaily, and as a representative of those vvi~o hereafter may claim through her, and on her behalf, does hereby: 1. Approve of the Executrix advancing the sum of Four Thousand Five Hundred ($4,500.00) Dollars prior to the finalization of the administration of the Estate (hereafter the "Advance Distribution"). 2. Absolutely, unconditionally, and irrevocably release, remise and forever discharge Heather D. Royer, individually, and in her capacity as Executrix of the Estate, and the law firm of Smigel, Anderson & Sacks, LLP, of and from any and all manner of actions, causes of action, suits, liens, debts, due sums of money, reckonings, bonds, bills, specialties, covenants, contracts, controversies, agreements, promises, variances, trespasses, damages, judgments, extents, executions, claims, demands, losses, costs and expenses whatsoever in law, admiralty or equity, in any way arising from or in any way relating to the Advance Distribution. 3. Agree to refund as necessary to Heather D. Royer as the Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy, any additional death tax or sums for payment of costs of administration or debts of the Estate, together with penalties, interest, costs incidental thereto which cannot be paid from the probate estate of Barbara Ann McCarthy alk/a Barbara A. McCarthy; provided, that such amount(s) shall be attributed solely to such Advance Distribution. 4. Indemnify Heather D. Royer, individually, and in her capacity as Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy, and the law firm of Smigel, Anderson & Sacks, LLP, of and from any and all manner of actions, causes of action, suits, liens, debts, due sums of money, reckonings, bonds, bills, specialties, covenants, contracts, controversies, agreements, promises, variances, trespasses, damages, judgments, extends, executions, claims, demands, losses, costs and expenses whatsoever in law, admiralty or equity, in any way arising from or in any way relating to the Advance Distribution. This Agreement constitutes the entire understanding between the parties hereto concerning the subject matter hereof, and supersedes any and all prior written agreement and any and all prior or contemporaneous oral agreements or understanding relating to 2 the subject matter hereof. This Agreement may not be amended, modified, superseded, cancelled, renewed or extended, nor may any term or condition hereof be waived, except by a written instrument or document signed by all the parties hereto or, in the case of a waiver, signed by the party sought to be charged therewith. No waiver by any party of the breach of any provision hereof shall be deemed to constitute a waiver of any condition or subsequent breach of such provision or any other provision hereof. Except as otherwise provided herein, the right and remedies expressly granted hereunder shall be cumulative with respect to, and shall not be deemed to exclude, any other rights and remedied to which any party shall be entitled at law or in equity. This Agreement shall be binding upon and inure to the benefit of the parties hereto and their respective heirs, successors, personal representatives, and those who may hereafter claim through any of the parties. This Agreement shall be governed by and construed in accordance with the laws of the Commonwealth of Pennsylvania, without regard to choice-of--law provisions. The Courts of the Commonwealth of Pennsylvania shall have exclusive jurisdiction over any action to enforce or interpret the terms of this Agreement. References to persons or things shall be deemed to refer to such persons or things in the singular or plural and in the masculine, feminine or neuter gender as the context shall require. This Agreement shall be deemed to be severable, so that if any provision hereof shall be determined by a court of competent jurisdiction to be invalid or unenforceable, the remaining provisions hereof shall continue to remain valid and enforceable in 3 accordance with their terms. This Agreement maybe executed in multiple counterparts, each of which may contain the signature of one or more of the parties, all of which, taken together, shall constitute one and the same instrument. IN WITNESS WHEREOF, and intending to be legally bound hereby, the parties hereto have executed this Agreement as of the date set forth herein. WITNESS: ESTA 1 E OF BARBARA AI`~IiiN i~ICCAItT'HY a/k/a BARBARA A. MCCARTHY -~ By: Heather D. Roye Individually and as Executrix BENEFICIARY: ~`~ _~' d~2?~ ~~~~"L. rey anallo 4 9555-2-Sa/RRR&Indem/HDR/jabl:` ?09 IN THE MATTER OF THE ESTATE OF BARBARA ANN MCCARTHY a/k/a BARBARA A. MCCARTHY 1N THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION No: 2009-00398 RECEIPT, RELEASE, REFUNDING and INDEMNIFICATION AGREEMENT THIS AGREEMENT (hereafter "Agreement") made on this o~ ~ day of ~c ~. P vn ~ r , 2009, by and between HEATHER D. ROYER, as Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy (hereafter "Executrix") and KATHLEEN LYNN BOOSE, Parent and Natural Guardian of MYCROFT BOOSE, beneficiary under the Last Will and Testament of Barbara Ann McCarthy a/k/a Barbara A. McCarthy dated March 3, 2008 (hereafter "Custodian-Beneficiary"). Custodian-Beneficiary does hereby acknowledge receipt from the Executrix the sum of Four Thousand Five Hundred ($4,500.00) Dollars as an advance distribution against his share of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy (hereafter "Estate") pursuant to Article IV of the Last Will and Testament of Barbara Ann McCarthy a/k/a Barbara A. McCarthy. In consideration of the willingness of the Executrix to advance the funds, agreeing to be legally bound, Custodian-Beneficiary, individually, and as a representative of those who hereafter may claim through him, and on his behalf, does hereby: 1. Approve of the Executrix advancing the sum of Four Thousand Five Hundred ($4,500.00) Dollars prior to the finalization of the administration of the Estate (hereafter the "Advance Distribution") 2. Absolutely, unconditionally, and irrevocably release, remise and forever discharge Heather D. Royer, individually, and in her capacity as Executrix of the Estate, and the law firm of Smigel, Anderson & Sacks, LLP, of and from any and all manner of actions, causes of action, suits, liens, debts, due sums of money, reckonings, bonds, bills, specialties, covenants, contracts, controversies, agreements, promises, variances, trespasses, damages, judgments, extents, executions, claims, demands, losses, costs and expenses whatsoever in law, admiralty or equity, in any way arising from or in any way relating to the Advance Distribution. 3. Agree to refund as necessary to Heather D. Royer as the Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy, any additional death tax or sums for payment of costs of administration or debts of the Estate, together with penalties, interest, costs incidental thereto which cannot be paid from the probate estate of Barbara Arm McCarthy a/k/a Barbara A. McCarthy; provided, that such amount(s) shall be attributed solely to such Advance Distribution. 4. Indemnify Heather D. Royer, individually, and in her capacity as Executrix of the Estate of Barbara Ann McCarthy a/k/a Barbara A. McCarthy, and the law firm of Smigel, Anderson & Sacks, LLP, of and from any and all manner of actions, causes of action, suits, liens, debts, due sums of money, reckonings, bonds, bills, specialties, covenants, contracts, controversies, agreements, promises, variances, trespasses, damages, judgments, extends, executions, claims, demands, losses, costs and expenses whatsoever in law, admiralty or equity, in any way arising from or in any way relating to the Advance Distribution. This Agreement constitutes the entire understanding between the parties hereto concerning the subject matter hereof, and supersedes any and all prior written agreement 2 and any and all prior or contemporaneous oral agreements or understanding relating to the subject matter hereof. This Agreement may not be amended, modified, superseded, cancelled, renewed or extended, nor may any term or condition hereof be waived, except by a written instrument or document signed by all the parties hereto or, in the case of a waiver, signed by the party sought to be charged therewith. No waiver by any party of the breach of any provision hereof shall be deemed to constitute a waiver of any ~onc1_ition or subsequent breach of such provision or any other provision hereof. Except as otherwise provided herein, the right and remedies expressly granted hereunder shall be cumulative with respect to, and shall not be deemed to exclude, any other rights and remedied to which any party shall be entitled at law or in equity. This Agreement shall be binding upon and inure to the benefit of the parties hereto and their respective heirs, successors, personal representatives, and those who may hereafter claim through any of the parties. This Agreement shall be governed by and construed in accordance with the laws of the Commonwealth of Pennsylvania, without regard to choice-of--law provisions. The Courts of the Commonwealth of Pennsylvania shall have exclusive jurisdiction over any action to enforce or interpret the terms of this Agreement. References to persons or things shall be deemed to refer to such persons or things in the singular or plural and in the masculine, feminine or neuter gender as the context shall require. This Agreement shall be deemed to be severable, so that if any provision hereof shall be determined by a court of competent jurisdiction to be invalid or unenforceable, the remaining provisions hereof shall continue to remain valid and enforceable in accordance with their terms. This Agreement maybe executed in multiple counterparts, each of which may contain the signature of one or more of the parties, all of which, taken together, shall constitute one and the same instrument. IN WITNESS WHEREOF, and intending to be legally bound hereby, the parties hereto have e:~ecuted tl?s Agreement as of the date set forth herein WITNESS: ESTATE OF BARBARA ANN MCCARTHY a!k/a BARBARA A. MCCARTHY By~ Bather D. Roye , Individually and as Executrix CUSTODIAN-BENEFICIARY: a ~, ~~ " _ at 1 n Lynn Boose, Parent and N ral Guardian of Mycroft Boose 4 EXHIBIT H EXHIBIT H [SCHEDULE OF DISTRIBUTION] 18 SCHEDULE OF DISTRIBUTION LIQUID ASSETS ESTATE OF BARBARA ANN MCCARTHY a/k/a BARBARA A. MCCARTHY ESTATE CHECKING ACCOUNT COMMERCE BANK (NOW METRO BANK) # 53 663957 8 PAYEE PAYOR DESCRIPTION AMOUNT DATE OF DEPOSIT Members 1St Barbara A. McCarthy Balance in account #556 $ 3,103.31 5/12/09 Estate Bank of New T. McCarthy Refund of Comcast $ 10.27 5/15/09 York account #09547-22092501 CASH CASH Cash on hand at date of $ 11.50 5/15/09 death Federal Federal TSP Prorated TSP benefit $ 132.78 5/20/09 Government Direct De osit Federal Reserve Barbara Ann Bonds $ 18,397.13 6/29/09 Bank of Phila McCarth ,Deceased Allstate Ins. Barbara A. McCarthy Refund on cancellation of $ 120.60 6/29/09 auto insurance PNC Bank Estate of Barbara A. Balance in checking $ 25.00 6/29/09 McCarth account Commerce Bank Estate of Barbara A. Proceeds from sale of $139,176.38 9/16/09 McCarth house Federal Reserve Barbara Ann Bonds $ 328.77 11/10/09 Bank of Phila McCarth ,Deceased PNC Bank Barbara A. McCarthy Refund of overpayment of $ 12.50 11/10/09 medical bill Bank of America Thomas R. and Refund of homeowners $ 38.00 11!20/09 Barbara A. McCarth insurance Members 1st Estate of Barbara Balance in share account $ 5.61 04/20/10 McCarth U.S. Treasury Barbra McCarthy, Income Tax Refund $ 1,709.00 07/23/10 Deceased PA Dept. of Estate of McCarthy, Inheritance Tax Refund $ 428.55 11/5/10 Revenue Barbara A. I TOTAL LIQUID $163,499.40 ASSETS: 19 DEBTS, EXPENSES AND ADVANCE DISTRIBUTIONS ESTATE OF BARBARA ANN MCCARTHY a/k/a BARBARA A. MCCARTHY ESTATE CHECKING ACCOUNT COMMERCE BANK (NOW METRO BANK) # 53 663957 8 CHECK # DATE PAID TO WHOM PAID REASON FOR PAYMENT AMOUNT PAID 0091 5/15/09 PP&L Electric $ 53.29 0092 5/15/09 June Sheaffer Reimbursement for funeral luncheon $ 222.72 0093 5/15/09 UGI Gas $ 123.51 0094 5/15/09 Malpezzi Funeral Home Balance on funeral bill $ 384.40 0095 5/15/09 PA American Water Water bill $ 73.28 1001 6/8/09 The Sentinel Le al Advertisement $ 155.68 1002 6/8/09 S. Brian Ma aro Auctioneer a raisal $ 125.00 1003 6/8/09 Cumberland Law Journal Legal Advertisement $ 75.00 1004 6/8/09 Andrews & Patel Chart co invoice $ 51.60 1005 6/9/09 PA American Water Water bill $ 29.59 1006 6/11/09 UGI Gas bill $ 39.79 1007 6/29/09 PA American Water Water bill $ 21.76 1008 6/29/09 PP&L Electric bill $ 33.60 1009 6/29/09 Bonnie Mehaffie Present owner title search $ 35.00 1010 7/2/09 Register of Wills Prepayment of inheritance tax $ 10,000.00 1011 7/15/09 PP&L Electric $ 52.87 1012 7/15/09 Lower Allen Townshi Sewer-7/1/09 to 9/30/09 $ 96.00 1013 7/15/09 Ohio Casualty Homeowners Ins. uarterl a ent $ 128.00 1014 7/15/09 Smigel, Anderson & Sacks Payment on attorney fees and costs $ 2,899.90 1015 7/20/09 PAWC Water bill $ 18.75 1016 7/20/09 Heather D. Royer Mileage reimbursement $ 62.00 20 CHECK # DATE PAID TO WHOM PAID REASON FOR AMOUNT PAYMENT PAID 1017 8/12/09 Darren Barbacci, DPM Foot doctor bill $ 25.00 1018 8/12/09 Quantum Ima 'n Medical bill $ 8.17 1019 8/12/09 John Vasiliadis Lawn maintenance $ 315.00 1020 8/12/09 PP&L Electric $ 53.27 1021 8/17/09 Re ister of Wills Short Certificate $ 4.00 1022 8/28/09 Harrisburg Pharmac Pharmacy balance $ 70.86 1023 8/28/09 Smigel, Anderson & Sacks Estate planning invoice $ 1,679.50 1024 8/28/09 Smigel, Anderson & Sacks Estate Administration a ent on account $ 2,500.00 1025 9/10/09 Smigel, Anderson & Sacks Probate and advertisin costs $ 406.90 1026 9/10/09 PA American Water Water bill $ 18.75 1027 9/16/09 Hol S irit Hos ital Medical bill $ 60.70 1028 9/16/09 PA American Water Water bill $ 18.24 1029 9/16/09 PPL Electric $ 50.94 1030 9/18/09 Robert L. Fairle Re airs to house $ 254.00 1031 9/18/09 PP&L Electric $ 8,27 1032 9/24/09 PA American Water Final water bill $ 14.38 1033 9/24/09 Re ister of Wills Short Certificate $ 4.00 1034 10/1/09 Smigel, Anderson & Sacks Reimbursement for postage to mail Bonds $ 17.50 1035 10/28/09 UGI Gas bill $ 49.91 1036 11/20/09 Smigel, Anderson & Sacks Attorney fees $ 3,850.00 1037 11/25/09 Rebecca Kar e S ecific be uest $ 500.00 1038 11/25/09 M Mahe S ecific be uest $ 500.00 1039 11/25/09 June Sheaffer S ecific be uest $ 500.00 1040 11/25/09 M/M Scott Pe erman Specific bequest $ 500.00 1041 11/25/09 M/M Richard Wri t Specific bequest $ 500.00 1042 11/25/09 M/M James Hinkel S ecific be uest $ 500.00 21 CHECK # DATE PAID TO WHOM PAID REASON FOR AMOUNT PAYMENT PAID 1043 11/25/09 M/M John Specific bequest $ 500.00 Vasiliades 1044 12/9/09 Smigel, Anderson & Costs advanced - $ 20.03 Sacks Messenger service and Federal Ex ress 1045 12/9/09 Smigel, Anderson & Attorney fees $ 7,662.10 Sacks 1046 VOID VOID VOID VOID 1047 12/10/09 Register of Wills, Additional PA $ 272.91 A ent Inheritance Tax 1048 12/10/09 Register of Wills Filing fee-Inheritance $ 30.00 Tax Return and Invento 1049 12/31/09 Jennifer C. Keller Advance Distribution $ 4,500.00 1050 12/31/09 Kathleen Lynn Advance Distribution $ 15,000.00 Boose 1051 12/31/09 Kathleen Lynn Advance Distribution $ 4,500.00 Boose, Parent & Natural Guardian of M croft Boose 1052 12/31/09 Hospice of Central Final bill - $ 10,000.00 PA Compromise of claims 1053 01/08/10 Rachel E. Keller, Advance Distribution $ 4,500.00 Custodian fbo Anna Sto fel 1054 01/08/10 Rachel E. Keller, Advance Distribution $ 4,500.00 Custodian fbo Nolan Sto fel 1055 01/08/1.0 Rachel E. Keller Advance Distribution $ 4,500.00 1056 01/08/10 Core Ranallo Advance Distribution $ 4,500.00 1057 O1/11/10 Alyssa M. Webber, Advance Distribution $ 4,500.00 Custodian fbo Daniel Webber 1058 O1/11/10 Al ssa M. Webber Advance Distribution $ 4,500.00 1059 O1/11/10 Laura M. Keller Advance Distribution $ 4,500.00 1060 02/08/10 Justin Keller Advance Distribution $ 4,500.00 1061 05/20/10 Re ister of Wills Short Certificate $ 4.00 22 CHECK # DATE PAID TO WHOM PAID REASON FOR AMOUNT PAYMENT p~D 1062 05/21 / 10 Smoker, Smith & Associates, P.C. Accountant fees $ 400.00 1063 05/21/10 Register of Wills Filing fee- Supplemental Inheritance Tax Return and Invento $ 30.00 1064 07/14/10 Smoker, Smith & Associates, PC Accountant fees $ 405.00 TOTAL: $106,415.17 23 SUMMARY OF ACCOUNT FOR DISTRIBUTION GROSS LIQUID Assets of Estate: LESS debts, expenses and advance distributions of the Estate to date: BALANCE IN ESTATE CHECKING ACCOUNT AT METRO BANK, formerly COMMERCE BANK BALANCE FOR DISTRIBUTION TO RESIDUARY BENEFICIARIES: $ 163,499.40 $ 106,415.17 $ 57,084.23 $ 57,084.23 24 PROPOSED DISTRIBUTIONS TO RESIDUARY BENEFICIARIES BALANCE FOR DISTRIBUTION: Less Reserve for taxes and Accountant fees: Less Reserve for final Attorney fees: TOTAL FOR DISTRIBUTION: Distribution to Kathleen Lynn Boose: $ 13,521.03 Distribution to Rachel E. Keller: $ 4,056.32 Distribution to Laura M. Keller: $ 4,056.32 Distribution to Jennifer C. Keller: $ 4,056.32 Distribution to Justin D. Keller: $ 4,056.32 Distribution to Rachel E. Keller, Custodian fbo Nolan Stopfel: $ 4,056.32 Distribution to Rachel E. Keller, Custodian fbo Anna Stopfel: $ 4,056.32 Distribution to Alyssa M. Webber: $ 4,056.32 Distribution to Alyssa M. Webber, Custodian fbo Daniel Webber: $ 4,056.32 Distribution to Corey Ranallo: $ 4,056.32 Distribution to Kathleen Lynn Boose, Custodian and Parent of Mycroft Boose: $ 4,056.32 TOTAL: $ 54,084.23 $ 57,084.23 - $ 1,000.00 - $ 2,000.00 S 54.084.23 25