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Home My WebLink About03-0191 PEII'IION FOR PROBATE and GR2uN'F OF ~o ~o~ ~ T~ Yo~ ~fio~s), ~o ~ I8 y~ ofa~ or old~ ~ ~e ~ ~e ~ ~ ofme a~ve ~[, ~ AUGUST 27 ~d ~) ~ Decradent wa~ donficfled a~ death ~ CUMBERLAND ~, p~m~ ~ ~ f~m~Y ~ p~ ~d~ ~ BET~ VILLAGE A6q BET~A~ ~RTVE MEC~ANICSBURG~ PA 17055 ~d~, ~ 92 y~ of age, ~ FEBRUARY 13 ~ 2003 , ~ ~ fo~ows, d~t ~d not ~, w~ ~ot ~vo~ ~ ~d not have a ~d ~m or ~o~ ~ ~fion of ~e ~ off~ for ~ob~e; do~ ~ P~) ~ ~ pro~ $ 200,000. O0 not do~ M P~) P=~o~ ~ro~ ~ P~v~ ~. not do~ ~ ~) P~o~ pro~ ~ ~ $ V~ue of r~ ~c ~ P~n~Iv~a $ .... gtuat~ ~ fo~o~ N/~ WH R FORm, petitioner(s) r pcc*U'uny ---.-,'":"- pr~ent~ h~ ~d ~e ~t of 1~ TEST~ENTARY · ~on. (~ ~~ ~L; ~~= ~b.~) Allfirst Trust Company of Pennsylvania,N.A. ~r~ ~ ~~ ~ Vice Presiden~/Tr~ O~ficer ~ ~ ~~r~ ~ P 0 Box 2961 ! OATH OF PERSONAl. I F, PRF ENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND~ Thc pctkioncr(s) above-named ~wem-(s) or aff'u-m(s) that the statements in thc foregoing pctit, io~ true and correct, to thc best of thc knowledge ~d belief of pctJ. doucr(s) and that as personal rcprcscu- tafivc(s) of thc above decedent petitioners) w~ wc~ ~nd truly a _dmin~tc~ thc c~a~c acc~ tojaw. Allfirst Trust Company or ~ennsy±vania, N.A. Sworn to or affirmed and sub~n~cd . BY: ~<~/2~,~/.~_~. . ~bcfore me ~ _ 3rd davnr [ ' Vice President/T~-~st OZ~_cer~ NOo 21-2003-191 . ~.~t~ Of CATHRIN F. EDWARDS , ~ ' DECREE OF PROBATE AND GRANT OF LEr~ER~ ~ NOW March 3rd, _I~2002 . hi con~lcragon of ~e ~on o~ ~ ~ ~ ~f, ~f~ ~f ~ ~ ~ ~o~ ~. ~ ~ D~~ ~ ~e ~~) ~'~ AUGUST 27, 1993 " CATHRIN F. EDWA~S ; ~h~~~ ALLFIRST TRUST COMPNAY OF PENNSYLV~IA~ N.A. ~ FO~ERLY KNOWN AS ~B BA~, SUCCESSOR BY MERGER TO DAUPHIN DEPOSIT BA~ ~D TRUST C OMP A~ ' ~o~e, ~, ~ ......... ~'~/ ~RLIN R. MCCALEB ~~ ~o~ ~~5 ) .......... ~ ~ A~~ ~ ~.~ ~~ ................ ~ 219 E. ~IN STREET, MEC~ICSBURG, PA 17055 JCP FEE ~ $ ~0.00 ~m~ ~ ~,~ T~ x~.oo (7~) ~9~-~77o . ............................ PHO~ ! MAILED LETTERS TO ALLFI~ST TNUST CO OF PA WA OW 3-3-2003 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS 21-2003-191 MARLIN R. McCALEB (elto~ a subscribing witness to the will presented herewith, g'ag4a) being duly qualified according to law, depose(s) and say(s) that I was present and saw Cathrin F. Edwards the testat r i x , sign the same and that I signed as a witness at the request of testat r i x in h e r presence and ~:the:~t~;Ic~[lafxtlmg~olkor)<(in_ the presence of the /. // other subscribing witness(es)). me this 3 rd day of Mar 1 i ~aRn{e) Mc Ca l~b JL- March,, /~_~03 219 East Main Street /~/~. ..... ~]~L~/,~'] /.,.~, Sechanicsbur, q~,P~ 17055 ! f (Name) (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each). a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of ., codicil testat.__ of (one of the subscribing witnesses to) the will presented herewith and codicil that believes the signature on the will is in the handwriting of testat.__ believes the signature of the will presented herewith and that codicil believes the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of (Name) 19 (Address) Register (Name) (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS 21-2003-191 SUSAN H. GOODRIDGE (l~ek) a subscribing witness to the will presented herewith, (ea~ being duly qualified according to law, depose(s) and say(s) that T was present and saw Cathrin F. Edwards the testat r ix , sign the same and that I signed as a witness at the request of testat r ix in b er - presence and ~in :hz F. re:cncc c.f cack ctkcr) (in the presence of the other subscribing witness(es)). ~L/,~// ' '~~ ' . Sworn to or affirmed and subscribed before .~...~._~.~- c~_~ . ~ me this ~' ;tiff' day of Susan H.[mame)'~°°dridge __~b~o~-/-~e .~ la). 2003 139 Easterly Drive ~~~. ~ ~~ -~ Mechanic s b ur(~sdrPesAs)__ 17055 Nom~ ~ (Name) Maffm R. McCaleb, Nom~ Public Mechanics~ Boro, ~ County My Commission Expires D~. 14, 2006 (Address) REGISTER OF WILLS OF COUNTy OATH OF NON-SUBSCRIBING WITNESS " (each). a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar~ with the signature of. , codicil testat.__ of (one of the subscribing witnesses to) the will presented herewith and codicil that believes the signature on the will is in the handwriting of testat.__ believes the signature of the will presented herewith and that codicil .believes the signature On the will is in ~he handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of (Name) 19 (Address) Register (Name) (Address) his is to certify that the information here given is correctly copied from an original certificate of death duly flied with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph, i P 8 9 7 3 0 5 4 ~~~ FE No. '~ Dare COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH ° VITAL RECORDS CERTIFICATE OF DEATH Cathrtn F.. ~wards ],.Female l,.137 - 14 ~242 I" F~ruary. 13, 200~ Cumberland ~ower ~tren ~, ~ bernany vx~tage 469 Bethany Drive ,c~u~ ,~,.*,,. Mechanicsburg, PA 17055 '~ ...... Cumberland S.A. Fitzgerold AnnSe ,..o~s.~.~,~,~Jean Mora ~,~ 89 Royal Meadow Road, Yarmouth, M~ .... ~ ....... ~ ............... ~ O~ .... ~uary 14, 2003 *'~ .... C~m~!~a~s~%c' Lewist~ PA 17044 uc~.sE,u.a~. 1~~¢~ Meiier-Hoenstln9 ~unera/ , · ] .... FD 011447-L [~. 75 ]~gan St,, ~wisto~, PA} 17044 21-2003-191 LAST ~rILL AND TESTAMENT I, GATHRIN F. EDWARDS, of the Township of Lower Allen, County of Gumberland and Gommonwealth of Pennsylvania, being of sound and disposing -"x mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. · xG~ FIRST. I order and direct that all my just debts and funeral expenses be paid ~ by my Executor, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give and bequeath unto my daughter, SUSAN WATSON, now of .. ~ Caerphilly, Wales, United Kingdom, if she survives me, such items of furniture, household furnishings and personal effects which I may own at the time of my decease, as she may select. Any such items not selected by her, or all of such items in the event that she does not survive me, shall become part of the residue of my estate. THIRD. I order and direct that my Executor, hereinafter named, shall liquidate and convert the residue of my estate into cash as soon as conveniently may be done after my decease and [ give and bequeath the proceeds thereof unto my daughter, SUSAN WATSON, if she survives me. If, however, my daughter fails to survive me, then and in that event I give and bequeath the said proceeds thereof unto her issue who survive me, per stirpes, said issue to take the ancestor's share LAW OFFICES ~=,N R. MccA=EB by representation and not per capita. FOURTH. No interest of any beneficiary created herein, whether in principal or income, shall be subject to the beneficiary's debts or liabilities or legal process prior to the distribution to any such beneficiary, so that my Executor, hereinafter named, shall not be required to make any disbursements to any assignees or creditors or otherwise than to the beneficiaries in person. '~ FIFTH. I nominate, constitute and appoint DAUPHIN DEPOSIT BANK AND ¥ TRUST COMPANY, of Harrisburg, Pennsylvania, Guardian of any property which ~%~ passes either under this Will or otherwise to a minor and with respect to which I ~ am authorized to appoint a Guardian and have not otherwise specifically done so. ~ Such Guardian shall serve without bond and shall have the power tO use principal as well as income from time to time for the minor's education, support and welfare without regard to the ability of said minor's parents to provide for such education, support or welfare; or to make payment for these purposes without further responsibility to the minor, the minor's parents, or to any person taking care of the minor; or, in the event the sums held by the Guardian for any minor become, in the opinion of the Guardian, too small for proper and efficient administration, to deposit such funds in interest-bearing accounts on behalf of the minor. SIXTH. All federal, state and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such tax, shall be considered a part of the expense of the administration of my residuary estate and shall be paid out of the principal of my estate without LAW OFFICES MARLIN R. McCALEB apportionment or right of reimbursement. SEVENTH. My Executor, hereinafter named, for the purpose of administration of my estate, in addition to the specific powers herein granted and any other authority given to it by law, shall have authority to exercise any or all of the following powers: ~ (a) To sell any real estate which may form part of my estate, in such manner, at such time, at such prices and upon such , terms of payment, as it may deem for the best interest of my estate; to give options for the purchase of any such real ., ~ estate upon such terms as it deems for the best interest of to and make repairs and to my estate; manage improvements ~ any such real estate, and to lease the same upon such terms as it deems for the best interest of my estate. (b) To retain, without liability, any property received by it, until such time as it shall deem it desirable to sell the same. (c) To sell any property of any kind of my estate, upon such terms as it may deem for the best interest of my estate. (d) To invest and reinvest, and change investments at its discretion, without being confined to legal investments for estate funds under Pennsylvania law. (e) To borrow such monies as it may deem necessary for the administration of my estate and the payment of any taxes LAW OFFICES MARLIN R. McCALEB -3- due thereon, including any interest and penalties. It shall have complete authority in connection with such loans to execute and deliver promissory and judgment notes and bonds, to collateralize the same with property of my estate, and to deliver mortgages and bonds on any real estate. (f) To pay or compromise any obligation or claim, including taxes, either in favor of or against my estate, upon such terms as it determines and upon such evidence as it deems sufficient. LASTLY. I nominate, constitute and appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY, of Harrisburg, Pennsylvania, Executor of this, my Last Will and Testament, to serve without bond in this or any other jurisdiction. IN WITNESS WHEREOF, l, CATHRIN F. EDWARDS, have hereunto set my hand and seal to this, my Last Will and Testament which consists of five (5) typewritten pages to each of which I have affixed my signature this c~ ~ day of ./~-~"7~ , A.D., One Thousand Nine Hundred Ninety-Three (1993). The preceding instrument, consisting of this and four (4) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by CATHRIN F. EDWARDS, the Testatrix LAW OFFICES MARLIN F~. McCALEB -4- therein named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. ,/ -) /- LAW OFFICES MARLIN R. McCALEB CATHRIN F. EDWARDS LAW OFFICES FRANKEBEROER BUILDINO EAST I~AIN STREET IvIECHANICSBURO, I~ENNSYLVANIA 170~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Cathrin F. Edwards Date of Death: February 13, 2003 Will No. 21-03-00191 To the Register: I certify that notice of beneficial interest and estate administration required by Rule 5.6(a) of the Orphans' Court Rules was personally served on the following beneficiary of the above-captioned estate on March 11, 2003. Name Address Susan Watson 10 Limden Grove Caerphilly, Wales United Kingdom CF833BH Notice has now been given to all persons entitled thereto under Rule 5.6(a) . Date: March 11, 2003 ~~~~ Marlin R. McCaleb Attorney I.D. No. 06353 219 East Main Street P.O. Box 230 Mechanicsburg, PA 17055 (717) 691-7770 FAX: (717) 691-7772 Counsel for Personal Representative MARLIN R. McCALEB co**o.ws, T. SAFE DEPOSIT BOX -- / / INVENTORY POST omc~ ~ox ,.,~s~u~. ~^ ~o~.s~ Please Print or Type MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS I~ COUNTY CODE W FILE NUMBER ~j SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER · 21 J 2003--00191 J '~ 137--1~--92Z~2 ~ DECEDENT'S NAME (LAST, FIRST, MIDDLE) ~ i.. ~ ~.~ DATE OF DEATH Edwards, Cathrin F. ~ 2/13/03 ~ ADDRESS OF DECEDENT (STREET) {CITY) (STATE) IZIP CODE) Bethany Village 325 ~es~ey Drive ~echanicsburg PA 17055 ~ NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX (N~[llfirst Trust Company of Pennsylvania, N~A., Executor of the Estate (STREET ADDRESS) (CITY) (STATE) (ZIP CODE) 213 Market Street Harrisburg, PA 17101 [;~ NAME, ADDRESS AND RELATIONSHIP(IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING a. (NAME) . (RELATIONSHIP) Sue Mauery, Vice President/Trust Officer of Allfirst Trust Co. of PA, N.A. (STREET ADDRESS) (CITY) (STATEI (ZIP CODE) 213 Market Street Harrisburg PA 17101 b. (NAME) (RELATIONSHIP) Roberta Ma_~aro. Trust A,~,~oc~ate of A]~f~rst Tru~ Company of PA, N.A. (STREET ADDRESS) (CITY) (STATEJ (ZIP CODE) 213 Market Street Harrisbur~ MA 17101 c. (NAME) (RELATIONSHIP) (STREET ADDRESS) (CiTY) (STATE) (ZiP CODE) i~ NAME AND ADDRESS OF FINANCIAL IN$[~OTION WHERE THE SAFE DEPOSIT BOX IS LOCATED ?NC {STREET ADDRESS) (CITY) (STATE) (ZiP CODE) Bethany Village 325 Wesley Drive Mechanicsbur~ PA 17055 JLJ,~J NAME OF PERSON MAKING LAST ENTRY JJJ DATE AND TIME OF LAST ENTRY Cathrin F. EdwArds ~ 7/28/99 ~ DATE OF CONTRACT TO RENT BOX m NUMBER OF BOX ~ TITLE UNDER WHICH BOX IS REGISTERED B/31/95 ' J 789 ~ Cathrin F. Edwards L~ NAME AND ADDRESS' O~ PERSON(S) HAVING ACCESS TO BOX a. (NAME) Cathrin F. Edwards b. (NAME) (STREE~ ADDRESSl STREET ADDRESS1 Bethany Village 325 Wesley Dr. (aTY) (CITY) (STATE) (ZiP CO~E} ISTAT~) (ZIP CODE) Mechanicsbur~ ~ PA 17055 [[~. NAME AND TITLE OF EMPLOYE TAKING THE INVENTORY / Sue Mauery, Vice President/Trust Officer of Allfirst Trust Company of PA, N.A., ExecUtor o ~ WAS A WILL IN THE BOX? m.y..~: ~NO If yes, a. Date of will: b.Name and address of personal representative, if named in the will (NAME) Page of SAFE DEPOSIT BOX INVENTORY INSTRUCTIONS (1) Cash: Report total only. (2) Stacks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock. (3)Obligations of U. S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., iointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) (S)Bank and Savings and Loon Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. (6) Jewelry, Coins, Stamps, Manuscripts, otc: List and describe as fully as possible. (7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible. (8) All other contents. iTEMNo~ I ITEM DESCRIPTION I i~±$¢ellaneous persona], papers: Death certificate Theodore Edwards Marriage certificate Theodore Edwards & Cathrin Fitzgerald Birth Certificate- Cathrin Fitzgerald Birth Certificate- Joseph Theodore Edwards t certify under penaJty o~ perjury that the above record is c=rrecf ~n~ :cn~ tj~9 best of my knowledge allfirst' ;21 - &6- / All£i~st Trust 213 Marker Street Harrisburg, PA 17101-2127 717 2,55 2059 tel May 2, 2003 Cumberland County Register of Wills One Courthouse Square Carlisle, PA 17013 Re: Cathrin Edwards, Executor SS #137-14-9242 Date of Death: February 13, 2003 Dear Sirs: Enclosed please find our Trust Funds Check in the amount of $7,600. payable to the Register of Wills as payment on the Inheritance Tax for the above Estate. This represents a payment of $8,000. less the 5% discount of $400. If you have any questions, please call me at 255-2051. Very truly yours, (Mrs.) Sue Mauery Vice President & Trust Officer SM/It Enclosure Allfirst Trust ' ' · allfirst 213 Market Street Harrisburg, PA ~710~-2127 gt:lt~/ L-),~I £0. Cumberland County Register of Wills One Courthouse Square Carlisle, PA 17013 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002532 ALLFIRST BANK NA 213 MARKET STREET HARRISBURG, PA 17101-2127 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold 101 $7,600.00 ESTATE INFORMATION: ssN: 137-14-9242 FILE NUMBER: 2103-01 91 DECEDENT NAME: EDWARDS CATHRIN F DATE OF PAYMENT: 05/07/2003 POSTMARK DATE: 05/06/2003 COUNTY: CUMBERLAND DATE OF DEATH: 02/13/2003 TOTAL AMOUNT PAID: $7,600.00 REMARKS: ALLFIRSTBANK NA ATTN' SUE MAUERY TRUST OFFICER CHECK# 20419699 INITIALS: JA SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003070 M & T TRUST COMPANY ATTN: SUE MAUERY TRUST OFFICER 213 MARKET STREET HARRISBURG, PA 17101 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .......... 101 $895.49 ESTATE INFORMATION: SSN: 137-14-9242 FILE NUMBER: 2103-01 91 DECEDENT NAME: EDWARDS CATHRIN F DATE OF PAYMENT: 09/30/2003 POSTMARK DATE: 09/29/2003 COUNTY: CUMBERLAND DATE OF DEATH: 02/13/2003 TOTAL AMOUNT PAID: $895.49 REMARKS: M & T TRUST CO ATTN' SUE MAUERY TRUST OFFICER CHECK# 400020884 INITIALS: VZ SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS REV- 500E×+(6-O0) / REV--1500 OFF,C,AL USE ONLY COMMONWEALTH OF PEN.SYLVAN.A /INHERITANCE TAX RETURI FILE NUMBER DEPARTMENT OF REVENUE/ RESIDENT DECEDENT DEPT. ;>80601 2103 - 0191 HARRISBURG, PA 17178-0601 COUNTY CODE YEAR NUMBER D DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER E Edwards Cathrin F. C DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 137- 14- 9242 E D 02/13/2003 I 02/14/1910 THiS RETURN MUST BE FILER IN DUPLICATE WTrH THE REGISTER OF WILLS E (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER N T ~ 1. Original Return ~ 24~! Supplemental Return ~ 3. Remainder Return prlor,o 1;>. 13_8;>) (d.atepf death CA P B 4. Limited Estate FuturelnterestCompromise(dateofdeathafter 1;>-1;>-8;>) H P R L ' 5. Federal Estate Tax Return Required E P I O 6. Decedent Died Testate · Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes cRAC K O T K (Attach copy of W/II) (Attach copy of Trust) E S [] 9. Litigation Proceeds Received [~ 10. Spousal Poverty Credit [] 11. Election to tax under Sec. 9113(A) (date of death between 1;>-31-91 and 1-1-95) (Attach Sch O) C g NAME COMPLETE MAILING ADDRESS O Sue Mauery RR DN ~lRMNAME(IfApplicable)-~al3.utacturers and '/'raders 213 Market Street -£rust Company, Successor to Allfirst Trus E NE Company of PA. NA Harrisburg PA 17101 S T TELEPHONE NUMBER - 717,/255- 2051 1. Real Estate (Schedule A) (1) None OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) 166,730.91 - 3. Closely Held Corporation, Partnership or (3) Notre Sole -Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) Notre R 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 53,590.60 E C (Schedule E) A 6. Jointly Owned Property (Schedule F) (6) None I [~ Separate Billing Requested T U 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) - 0- L (Schedule G or L) A T 8. Total Gross Assets (total Lines 1-7) ~ (8) 220,321.51 O 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 19,089.19 N 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 3,554.85 11. Total Deductions (total Lines 9 & 10) (11)~ 22,644.04 1:~. Net Value of Estate (Line 8 minus Line 11) (12) 197,677.47 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) C 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 197,677.47 O SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES M T UP 15. Amount of Line 14 taxable at the spousal tax A X ,~ rate, or transfers under Sec. 9116(a)(1.2) 0.00 X .0 0 (15) 0.00 T 16. Amount of Line 14 taxable at lineal rate 197,677.47 X .0 '45 (16) 8,895.49 I 17. Amount of Line 14 taxable at sibling rate O 0.00 X .12 (17) 0.00 N 18. Amount of Line 14 taxable at collateral rate 0.00 X .15 (18) 0.00 19. Tax Due (19) 8,895.49 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 469 Bethany Drive CITY I STATE ZIP Mechanicsbur~ I PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 8,895.49 2. Credits/Payments A. Spousal Poverty Credit 0.00 B. Prior Payments 7,600.00 C. Discount 400.00 Total Credits(A+B+C) (2) 8,000.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 89_5.49 A. Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 895.49 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 prom se for life of either payments, benefts or care? ................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................ E~] [-~ 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. Under penalties of perjury, I declare that I have examined this return, Inc~uding accompanying schedules and statements, and to the best of my knowledge and belief, It is true, correct and complete. Declaration of preparer other than the personal representative is based on all Information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FiLiNG RETURN t~aaufactarers a~d Traders Trust Coaapany DATE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE // DATE 213 Market Street -- gh¥ ;- - ¥iib-f ........................ For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(a)(1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(aX1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) ZO00 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) REV- 1503 EX + (1-97) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Cathrin F. Edwards SS~/ 137-14-9242 02/13/2003 2103-0191 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION UNIT VALUE OF DEATH Allfirst Trust Company of PA, NA, Trustee for Cathrin F. Edwards: 1 2,638.824 shares ARK Fds Intermediate Fixed Income 10.44999 27,575.71 Portfolio Accrued Interest 18.06 2 2,042.901 shares ARK Fds Short Term Bond Portfolio 10.00 20,429.01 Accrued Interest 11.54 3 11,713.145 shares ARK Fds US Government Bond Portfolio 10.12000 118,537.03 Accrued Interest 159.56 TOTAL (Also enter on line 2, Recapitulation) 166,730.91 (If more space ~s needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97) REV- 1508 EX + (1-97) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER Cathrin F. Edwards SS# 137-14-9242 02/13/2003 2103-0191 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Allfirst Bank Checking Account ~/61257540 - Date of Death Balance 42,860.87 2 Allfirst Trust Company of PA, NA Trustee for Cathrin Edwards - 5,030.27 Principal Cash Accrued Interest 1.89 3 Bethany Village Refund of Personal Care Room 824.00 4 Chevron Texaco - Refund of Medical Supplements $53.98 less 43.18 Federal Income Tax of $10.80 5 ChevronTexaco - Pension 270.33 6 John Hancock - Retirement Annuity 195.40 7 PA Department of Revenue - 2002 Individual Income Tax Refund 80.00 8 PNC Bank Checking Account f/5000978044 Date of Death Balance 3,280.25 9 Public School Employees Retirement System 490.99 10 The Patriot News Company - Refund on Cancellation of Subscription 66.75 11 United Healthcare Inc. Reimbursement 420.00 12 Verizon - Refund on Telephone Bill 26.67 TOTAL (Also enter on line 5, Recapitulation) $ 53,590.60 (If more space is needed, insert additional sheets of the same size) Copyright (c)1996 form software only CPSysterns, Inc. Form REV-1508 EX (Rev. 1-97) REV-1510 EX* (1-97)SCHEDULEG INTER-VIVOS TRANSFERS & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN MISC, NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Cathrin F. Edwards SS~/ 137-14-9242 02/13/2003 2103-0191 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DESCRIPTION OF PROPERTY % OF ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 1 Allfirst Trust Company of Pennsylvania, NA, Trustee under Agreement dated 3/5/96 with Cathrin F. Edwards, Settlor. Upon Death of Settlor, Trust terminated and Assets were distributed to the Personal Representative of the Estate. See Schedule B Item 1 thru 3 See Schedule E Item 2 TOTAL (Also enter on line 7, Recapitulation) $ 0,00 (If more space m needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1510 EX (Rev, 1-97) REV-1511 EX +(1-97) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Cathrin F. Edwards SS~/ 137-14-9242 02/13/2003 2103-0191 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Susan Watson - Reimbursement for Air Fare from Wales, Lodging an( 3,000.00 Meals Expense to Attend Mother's Funeral 2 Susan Watson - Reimbursement for Telephone Calls from Wales to 200.00 make Funeral Arrangements B. ADMINISTRATIVE COSTS:Manufacturers and Traders Trust Company, 1. Personal Representative's Commissions Successor to Allfirst Trust Company 10,812.86 Name of Personal Representative(s) of PA, NA Social Security Number(s) /EIN Number of Personal Representative(s) 52- 2206238 Street Address 213 Market Street City Harrisburg StatePA Zip 17101 Year(s) Commission Paid: 2. Attorney's Fees Marlin R. McCaleb 4,500.00 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 Register of Wills 272.00 5. Accountant's Fees 6. TaxReturnPreparer'sFees 7. OtherAdministrativeCosts 1 Cumberland Law Journal - Cost of Advertising and Proof of 75.00 Publication 2 The Patriot News Company - Cost of Advertising and Proof of 229.33 Publication TOTAL (Also enter on line 9, Recapitulation) $ 19,089.19 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1511 EX (Rev, 1-97) Estate of: Cathrin F. Edwards Soc Sec #: 137-14-9242 Date of Death: 02/13/2003 Continuation of Schedule H-B4 (Probate Fees) Item Description Amount Cumberland County Register of Wills - Probate of Will and 5 Short 272.00 Certificates 272.00 REV-151Z EX + {1-97) J SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN RESIDENT DECEDENT MORTGAGE LIABILITIES, AND LIENS ESTATE OF FILE NUMBER Cathrin F. Edwards SS~/ 137-14-9242 02/13/2003 2103-0191 Includ~ unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 Allfirst Trust Company of PA, NA Trustee Fee 2/5/03 2/13/03 34.60 2 Bethany Village - Nursing Home Expense 2,492.29 3 Connor Rich Associates - Medical Expense 147.86 4 Heritage Cardiology - Medical Expense 67.07 5 Holy Spirit Hospital Medical Expense 372.28 6 Hospital Services Use of Telephone and Television during Stay 25.00 7 Pinnacle Health - Medical Expense 200.04 8 Quantum Imaging and Therapeutic Association - Medical Expense 68.90 9 Riverside Anesthesia Association - Medical Expense 21.31 10 Shaffer Cardiovascular Association - Medical Expense 34.49 11 Silver Spring Ambulance & Rescue Association - Medical Expense 7.77 12 Susquehanna Surgeons LTD - Medical Expense 7.12 13 Verizon - Telephone Expense 49.53 14 West Shore Anesthesia - Medical Expense 26.59 TOTAL (Also enter on line 10, Recapitulation) $ 3,554.85 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) REV-1513 EX + (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Cathrin F. Edwards SS~/ 137-14-9242 02/13/2003 2103-0191 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 [include outright spousal distributions, and transfers under Sec. 9116(a~(1.Z)] 1 Susan Watson Daughter Entire Residue 10 Linden Grove Caerphilly, Wales United Kingdom, CF833BH ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN, 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 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 $ 0 o O0 (If more space is needed, insert additional sheets of the same size) Copyright (c) ZOO0 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) allfirst' A~first Financial Center N.A. RO. Box 900 Millsboro, DE 19966 March 17, 2003 gllfirst Trust 213 Market Street Harrisburg, PA 17101-2127 Arm: Sue Mauery RE: Estate of Cathrin F. Edwards Date of Death: FebruarY 13, 2003 S~¢ial See-.-~.-ity Number: 137-14-9242 Dear Ms. Mauery: In response to your request, please be ad~4sed that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type ........................... Check/ng Account Account Number. ...................... 0061257540 Ownership (Names ojO ..............Cat2nxSn F. Edwards Opening Date ........................... 03/28/87 l~alance on Date of Deatl~ ......... $42,860.87 Accrued Interest $ 0.00 Total ....................................... $42,860.87 This le~er does not include mn~y accounts m which the deceased may have been 1/sted as power of attorney, custoddan of uniform transfers, representative payee, or trustee under a written trust agreement. For tony add_2fiona! k~ro~a~don on these accounts, please contact our branch at: 5219 Simpson Ferry. Road Mechanicsburg, PA 17055 Phone: (717) 255-2031 Sincerely, Charlene Wm-r/ngron, Assdciate I PNCBATSK April 28, 2003 Sue Mauery scp Allfirst Trust 213 Market Street Harrisburg, PA 17101-2127 RE: Estate of Cathrin F Edwards (Deceased) SSN: 137-14-9242 DOD: 02-13-2003 Dear Ms. Mauery: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account~5000978044 Established 09-15-1997 CATHRIN F EDWARDS DOD balance: $3,280.25 + non interes~ bearing Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK (I-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, Helen A Cozad "} PNC Decedent RdPOrting Firstside Center 500 First Ave, 4th Fi C17 Member FDIC Pinsburgh PA 15219-3128 1-800-762-1775 REVOCABLE TRUST AGREEMENT by and between Cathrin F. Edwards Settlor and Dauphin Deposit Bank and Trust Company, Trustee I, Cathrin F. Edwards (Settlor) of Mechanicsburg, Pennsylvania, hereby transfer to Dauphin Deposit Bank and Trust Company (hereinafter called the Trustee), a Pennsylvania bank and trust company, such property as may be delivered contemporaneously herewith, or at such time or times hereafter, to be held in Trust as follows: FIRST: Dispositive Provisions For My Benefit - During my lifetime: A. All of the net income shall be paid to me at least quarterly or shall be paid or accumulated and added to principal, as I may direct in writing; B. As much of the principal as I may from time to time request in writing shall be paid to me, or as I may otherwise direct; C. If, in the Trustee's opinion, ! am at any time unable to act or to apply the payments to my own best interest and advantage, the Trustee may apply directly for m.y benefit, as much of the income, and/orprincip al as the Trustee may, from time to time, deem appropriate for my welfare, comfort, support or emergency needs, directly and without the intervention of a guardian, and may add to principal as much of the income as the Trustee deems advisable. D. Trustee shall keep true and correct books of account, which books of account shall at all reasonable times be open to the inspection of Settlor or his duly app ointed re p resentative. ..Trustee shall also quarterly render Settlor a detailed statement showing all receipts and disbursements on account of the trust estate and the manner and form in which the trust estate is invested at the time of the rendition of such statement. SECOND: Dispositive Provisions After My Death - Upon my death while the trust continues, the Trustee shall pay the then-remaining principal and income to my Executor or Administrator for disposition as part of my Estate. THIRD: Right to Revoke and Amend: I reserve the right to revoke or amend this trust, in whole or in part, at any time and from time to time by an instrument in writing, delivered to the Trustee and intended to take effect during my lifetime; except that the duties, powers and liabilities of the Trustee shall not be changed without its written consent. The Trustee reserves the right, at any time upon thirty (30) days advance written notice to me, to resign the trust and deliver the trust ' estate to me, after deducting therefrom its fees and any expenses then due and payable. FOURTH: Additions to Trust: Subject to the approval of the Trustee, either I or any other entity may add property, real and personal, to the principal of this trust. FIFTH: Trustee's Powers: In addition to the powers granted by law, my Trustee shall have the following discretionary powers, applicable to principal and income, which shall be exercisable without leave of court and shall continue until distribution is actually made: A. To accept and retain any or all property at any time hereafter delivered or in any other manner hereafter acquired, including stock or other securities of the Trustee, or of a holding company controlling the Trustee; B. To invest in all forms of property (including, but not by way of limitation, real estate, all t~fpes of stocks, bonds, options, and participations in common trust funds anct money m. arke. t fun_ds); without being confined to investments prescribed by statute and without being required to diversify; C. To buy investments at a premium or discount; D. To hold property unregistered or in the name of a nominee; E. To give proxies, both ministerial and discretionary; F. To compromise claims; G. To join in any merger, consolidation, reorganization, voting trust plan, or other concerted action of security holders, and to delegate discretionary duties with respect thereto; H. To borrow from Dauphin Deposit Bank and Trust Company or from others, and to pledge real or personal property as security therefor; to loan cash or securities upon such terms ana conditions as trustees deem appropriate. I. To sell at public or private sale for cash or credit or partly for each to exchange, to improve or to lease for any period of time, any real or personal property; and to give options for sales, exchanges, or leases. J. To allocate any property received or charge incurred to principal or income or partly to each, without being obliged to apply the usual rules of-trust accounting; K. To distribute in cash or in kind or partly in each; L. To retain any part or all of my business interests held in this Trust as long as the Trustee considers it advisable to do so; and to conduct, alone or with others, any such business in which I am engaged, with all the powers of an owner or with respe, ct thereto: including the power to delegate discretionary duties to others and to pay adequate compensation to any such person; to invest other property in such business, and to incorporate it or change its form. This power includes the right to take all appropriate actions to prevent, identifv, or resvond to actual, or threatened violations of any envirorumenta! taw or regdlation ~ thereun.aer, M. To disclaim, in whole or in part, any interests in property for any reason, including but not limited to a concern that such property could cause potential liability under the federal, state or local environmental law. SIXTH: Compensation: The trustee shall be compensated in accordance with its standard schedule of charges in effect from time to time during the period of its services, and this compensation shall be paid from principal or income or partly from each in the s,o_le discretion of the Trustee. Settlor hereby acknowledges receipt of Trustee s current fee schedule, which is subject to revision from time to time. SEVENTH: Non-Assignment: No part of the income or principal of the property held under this Trust shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy prior to actual receipt thereof. The Trustee shall pay over the net income and the principal to the persons herein designated, as their interests may appear, without regard to any attempted anticipation (except as specifically provided in this agreement), pledging or assignment under the Trust, and without regard to any claim thereto or attempted levy, attachment, seizure or other process against me. EIGHTH: Law Governing Trust: This trust is created and accepted in the Commonwealth of Pennsylvania and shall in all respects be governed by its laws 11 1- ~- I r ITt and sha~. have its siLus a, Cumber, and County, Pennsy, v ania. Executed on l;?';,~e/,/.~/~ .~ ,1996. NOTE: Before executing this document you may want to consult with your Attorney to assure that your wisl-fes are being set forth accurately and in proper legal form. WITNESS: //~::;:~, ~,: -~ :~.~ ~ .... -~, ~- ~ c.-z-:'~. ~:.:. (SEAL) "~" ~'- 'q Cathrin F. Edwards The foregoing trust is h~reby accepted. Execute~ on /,':~-~_ ,_ c_,c--- _.¥-' ,1996. Dauphin Deposit Bank and Trust Company ' Vice President and / Trust Officer COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF ) On this, the d£ -~9'c.' day of -'&p~..~_~..~..,~L, ,1996, before me, a notary public in and for the said Commonwealth and County, personally appeared Cathrin F. Edwards, known to me (or satisfactorily proven) to be the person whose name is subscribed to the foregoing Revocable Trust Agreement and acknowledged that she executed the same for the purposes therein contained. WITNESS my hand and notarial seal. "'- ' '~-~' -~ ' '?'~/."~.~.7- ~ ~7./r~ j: NQ.t. ary Public M~ Commission Expires: (SEAL) Notarial seal Joanne M. Crouthamel, Notary Public Harrisburg, Dauphin County My Commission Expires June 14, 1999 LAST Wilt AND TESTAMENT I, CATHRIN F. EDWARDS, of the Township of Lower Allen, County of Cumberland and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codici]~ by me at any time heretofore made. FIRS'r. I order and direct that all my just debts and funeral expenses be paid by my Executor, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give and bequeath unto my daughter, SUSAN WATSON, now of Caerphilly, Wales, United Kingdom, if she survives me, such items of furniture, household furnis~gs and personal effects which I ~ay owm at the time of my ~-~ select, such items selected by her, or all of such decease, as o,,e may Any not items in the event that she does not survive me, shah become part of the residue of my estate ..... .~.~: ~ - THIRD. I order and direct that my Executor, hereinafter named, shah liquidate and convert the residue of my estate into cash as soon as conveniently may be done after my decease and I ~ve and bequeath the proceeds thereof unto ~,, ~4~,~.1~,~,- .qt l.q^N WATSON. if she survives me. If, however, my daughter fa/is to survive me, then and in that event I give and bequeath the said proceeds thereof unto her issue who surv/ve me, per s ~rL-'pes, said issue ro rake the ancestor's share ~'~ °~-~'~ b-~' re~resenr~_~cn and net oer or income, shall be subject ,:o ~he beneficia~s debzs or Eabiiifies or legal orocess prior to the distribution to any such beneficiary, so that my Executor, hereinafter named, shall not be required ro make any disbursements to any assignees or .... th ~-~i ~' ~- ~ ~---~:~-'~ ~'- person. FIFFH. I nominate, constitute and appoint DAUPHIN DEPOSIT BANK AND ~ TRUST COMPANY, of Harrisburg, Pennsylvania, Guardian of any property which ~"~-k.5~ passes either under this Will or otherwise to a minor and with respect to which I ~ am authorized to appoint a Guardian and have not otherwise specifically done so. Such Guardian shall serve without bond and shall have the power to use principal as well as income ~om time to tLme for the minor's education~ support and welfare without regard to the ability of said minor's parents to provide for such education, support or welfare; or to make payment for these purposes without further responsibility to the minor, the minor's parents, or to any person taking care of the minor; or, in the event the sums held by the Guardian for any minor become, in the opinion of the Guardian, too small for proper and efficient administration, to deposit Such funds in interest-bearing accounts on behalf of the minor. SIXTH. All federal, state and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such tax, shall be considered a part of the expense of the administration of my residuary estate and shall be paid out of the principal of my estate without MARLIN R McCAL~'f~, -~- SEVENTH. My Executor, here~a~er named, for the purpose of a(LmLnistration of my estate, in addition to the specific powers herein granted and any other authority, given to it by law, shall have authority to exercise any or all of the following powers: ~.~ (a) To sell any real estate which may form part of my estate, in i such manner, at such time, at such prices and upon such ,~,~ terms of payment, as it may deem for the best interest of my '%~ estate; to give options for the purchase of any such real . ~ estate upon such terms as it deems for the best interest of ~ my estate; to manage and make repairs and improvements to x.~ any- such real estate, and to lease the same upon such te~,-ns as it deems for the best interest of my estate. (b) To retain, without liability, any property received by it, until such time as it shall deem it desirable to sell the same. (c) To sell any property of any kind of my estate, upon such terms as it may deem for the best interest of my estate. (d) To invest and reinvest, and change investments at its discretion, without being confined to legal investments for estate funds under Pennsylvania law. (e) To borrow such monies as it may deem necessary for the LA~, o~.=,cE~ administration of my estate and the payment of any taxes MARLrN Fi McCALEB due ti, tereon, includL~_~ any interest a_~.d panmi~es. It hsve complete au~hoH~ in co~ec~on ~fn such lo~ to execu!e ~nd deliver pro~sso~ and jud~en[ no~es ~d bonds, to co~ateralize lhe same ~ prope~ of my estate, ~d [o deliver mo~gages and bonds on ~y re~ (~ To pay or compro~se any obliga6on or clx, ~clu~g t~es, either ~ favor of or against my estate, upon such t~ as k dem~es and upon such e~dence as it dee~ s~cient. ~Y. I no,am, co~dtute and appoint DAUPHIN DEPOSIT B~K ~UST COMPS, of H~sburg, Pe~sylva~a, Executor of ~s, my Las[ W~ ~d Test~ent, to se~e ~nhou~ bond in ~s or ~y o~her juHs~c6on. IN ~TNESS ~E~OF, I~ CATH~N F. EDW~S, have here~to se~ my h~d ~d seM to ~s, my Last Will and Tesmmen~ w~ch consists of ~ve ~e~en pages to each of w~ch I have afixed my si~amre ~Ms ~ ~ day of ,~-~~ , A.D., One Thousand Nine Hunted N~e~-T~ee (1993). Th~ ~sc~ ~m~nt, consist~$ of t~s and fou~ (4) other ~~tt~n ~a$~s, ~ach id~n~d by ~ si~atum of ~ T~ststffx, was on th~ si~d, s~d, pub~sh~d ~d d~dar~d by ~ATH~N F. EDW~S, ~ T~sta~ therein named; as and for her Last WU~!l mhd Testamen% i_n ~2ae presence of ,a~, who, at her request, irt her presence, and in r. he presence of each or. her, have subs~"ibed our names as wimesses hereto. MARLIN Register of Wills of CUMBERLANDCounty, Pennsylvania INVENTORY Estateof Cathrin F. Edwards No. 2103-0191 also known as Date of Death 02/13/2003 , Deceased Social Security No. 137-14- 9242 Manufacturers and Traders Trust Company, Successor to Allfirst Trust Company of PA~ NA Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. P~rsonal Representative Manufac~u_r_e_rs and_ Tra. d~rs Trust Company, S6ccessor to Alltirst Trust uompany Name of of PA, NA Attorney: Marlin R. McCaleb Signature: .~ /'~~~ I.D. No.: Signature: Address: 219 E. Main Street Address: 213 Market Street Mechanicsbur~, PA 17055 Harrisburg, PA 17101 Telephone: Telephone: 717/255-2051 Dated: 9 / ~ ¢/0..3 Description Value (See continuation page(s) attached) ~C, TE: The Memorandu~ 3f rea~ estate outsi~e the C*mmonweatth of Pennsvivania may. at the election of the persona! representative, incMde the value of each item. but such figures shouid not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, inc. Form CRW-7 (1992) INVENTORY Estate of: Cathrin F. Edwards Date of Death: 02/13/2003 County: Cumberland CASH: Allfirst Bank Checking Account 42,860.87 #61257540 Date of Death Balance Atlfirst Trust Company of PA, 5,030.27 NA Trustee for Cathrin Edwards - Principal Cash Accrued Interest 1.89 Bethany Village - Refund of 824.00 Personal Care Room Chevron Texaco - Refund of 43.18 Medical Supplements $53.98 less Federal Income Tax of $10.80 ChevronTexaco - Pension 270.33 John Hancock - Retirement 195.40 Annuity PA Department of Revenue - 80.00 2002 Individual Income Tax Refund PNC Bank Checking Account 3,280.25 #5000978044 - Date of Death Balance Public School Employees 490.99 Retirement System The Patriot News Company - 66.75 Refund on Cancellation of Subscription United Healthcare Inc. 420.00 Reimbursement Verizon Refund on Telephone 26.67 Bill 53,590.60 Estate of: Cathrin F. Edwards Date of Death: 02/13/2003 County: Cumberland Altfirst Trust Company of PA, NA, Trustee for Cathrin F. Edwards: STOCKS/LISTED: 2,638.824 shares ARK Fds Intermediate 27,575.71 Fixed Income Portfolio Accrued Interest 18.06 2,042.901 shares ARK Fds Short Term Bond 20,429.01 Portfolio Accrued Interest 11.54 11,713.145 shares ARK Fds US Government 118,537.03 Bond Portfolio Accrued Interest 159.56 166,730.91 TOTAL RECEIPTS OF PRINCIPAL ............... 220,321.51 2 ~ M~T Investment Group P.O. Box 2961, Harrisburg, PA 17105-2961 The Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 POD-969 · BUREAU OF ZNDZVZDUAL TAXES DEPARTNENT OF REVENUE ZNHERZTANCE TAX DZVZSZON DEPT. 28060! HARRZSBURG, PA 17128-060! NOTTCE OF TNHERTTANCE TAX APPRAISENENT, ALLONANCE OR DISALLONANCE OF DEDUCTTONS AND ASSESSHENT OF TAX REV-I;47 EX AFP (01-05) DATE 11-17-2005 ESTATE OF EDWARDS CATHRIN F DATE OF DEATH 01-15-2005 FILE NUMBER 21 05-0191 ;- . '[;'i :COUNTY CUMBERLAND SUE MAUERY ACN 101 M 8 T TRUST CO 215 MARKET ST Amount Remi~ed J I HBG PA 17101, . HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 1701:3 CUT ALONG THIS LINE I~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF ZNHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DZSALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF EDWARDS CATHRZN F FILE NO. 21 0:3-0191 ACN 101 DATE 11-17-200:3 TAX RETURN #AS: ( ) ACCEPTED AS FZLED (X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORZGTNAL RETURN 1. Rea/ Estate (Schedule A) (1) . O0 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 166;7:30.91 credit to your account, $. Closely Held Stock/Partnership Interest (Schedule C) ($) .00 submit the upper portion 4. Nortgages/Notes Race/vable (Schedule D) (4) . O0 of this form with your $. Cash/Bank Deposits/Nisc. Personal Property (Schedule E) (5) 5:3; 590.60 tax payment. 6. Jointly Owned Property (Schedule F) (6) . O0 7. Transfers (Schedule G) (?) .00 8. Total Assets (8) 220,:321.51 APPROVED DEDUCTIONS AND EXENPTIONS: 16,089.19 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage LiabiZities/Llens (Schedule Z) (10) :3; 554.85 11. Tote1 Deductions (11) lQ. ~q~. O~ 12. Net Value of Tax Return (12) 200,677.47 15. Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) . O0 14. Ne~ Value of Estate Subject to Tax (14) 200,677.47 NOTE: I~ an assessment ,as issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 ~ill reflect figures that lnclude the total of ALL returns assessed to date. ASSESSNENT OF TAX: 1s. Amount of L/ne 14 at Spousal rate (15) . O0 X O0 = . O0 16. Amount of Line 14 taxable at L/heel/Class A rate (16) 200,677.q7 X 045 = 9,050.48 17. Amount of L/ne 14 at Sibling rata (17) . O0 X 12 = . O0 18. Amoun~ of Line 14 taxable at Collateral/Class B rate (18) . O0 X 15 = . O0 19. Pr/nc/}al Tax Duo (19)= 9,0:30.48 TAX CREDITS: PAYMENT RECETpT DZSCOUNT DATE NUHBER INTEREST/PEN PA/D (-) AHOUNT PAID 05- 06-200:3 CDOOZ53Z 400.00 7,600.00 09-29-200:3 CD00:3070 . O0 895.49 INTEREST IS CHARGED THROUGH 12-02-200:3 TOTAL TAX CREDIT I 8,895.49 AT THE RATES APPLICABLE AS OUTLTNED ON THE BALANCE OF TAX DUEI~ 134.99 REVERSE STDE OF THTS FORM INTEREST AND PEN. I TOTAL DUE I 1:35. :34 ~ ZF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE 1S LESS THAN $1, NO PAYNENT IS REQUIRED. FOR CALCULATION OF ADDTTIONAL /NTEREST. ZF TOTAL DUE TS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORH FOR TNSTRUCTTONS.) RESERVATION: Estates of decedents dying on or before December 11, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after tho expiration of any estate for life or for years, tho Coeaoneaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the Zaeful Class B (collateral) rate an any such future interest. PURPOSE OF NOTICE: To fulfill the requirements cf Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (71 P.S. Section 91q0). PAYNENT: Detach the tap port[on of this Not[ce and submit with your payment to the Rag[star of Wills printed on the reverse side. --Hake check or money order payable to: REGISTER OF HILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications ara available at the Office of the Rag[star of Hills, any af the 25 Revenue District Offices, ar by calling the special Z~-haur answering service for forms ordering: 1-800-562-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-~7-3020 (TT only). OBJECTIONS: Any party in interest not satisfied wlth the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171ze-IOZi, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADNIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 180601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the dacadant's death, a five percent (51) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty nan-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this not[ca. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the data of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (61) percent par annum calculatad at a daily rate of .00016q. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 ara: Interest Dally Interest Dally Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20Z .0005q8 1987 9Z .0002q7 1999 71 .000192 1983 162 .000~38 1988-1991 11Z .000301 ZOO0 81 .000219 198~ llZ .000301 1992 92 .0002~7 2001 91 .O00Zq7 1985 132 .000356 1993-199~ 7X .000192 ZOOZ 6X .00016~ 1986 101 .000274 1995-1998 9Z .0002q7 2003 SZ .000137 --Interest is calculated as folloes: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Not[ca issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. REV-1470 EX 16-88~ INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT, 28O6O1 HARRISBURG, PA 17128-0601 DECEDEN3"S NAME FILE NUMBER EDWARDS,CATHRIN F 2103-0191 REVIEWED BY ACN Kathryn Harbilas 101 ITEM SCHEDULE NO, EXPLANATION OF CHANGES The deduction for travel expenses has been disallowed. The executor or administrator of H A-I the estate is the only person entitled to claim these expenses in conjunction with the administration of the estate. ROW Page 1 COMHONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. Z&D60! HARRISBURG, PA 17126-0601 NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX i. DATE 11-17-2003 ESTATE OF EDWARDS CATHRIN F ~,~- DATE OF DEATH 02-15-2005 FILE NUHBER 21 05-0191 . .~ ~: COUNTY CUMBERLAND SUE MAUERY ".. . ~i~' · _~ ACN 101 M ~ T TRUST CO Amoun* Remi~ed 215 MARKET ST MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~* RETAIN LOWER PORTION FOR YOUR RECORDS ~ M&T Investment Group P.O. Box 2961, Harrisburg, PA 1Y~05-2961 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003250 M & T INVESTMENT GROUP P O BOX 2961 HARRISBURG, PA 17105-2961 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .......... 101 $135.34 ESTATE INFORMATION: SSN.' 137-14-9242 FILE NUMBER: 2103-01 91 DECEDENT NAME: EDWARDS CATHRIN F DATE OF PAYMENT: 11/19/2003 POSTMARK DATE: 11/18/2003 COUNTY: CUMBERLAND DATE OF DEATH: 02/13/2003 TOTAL AMOUNT PAID' $135.34 REMARKS: M &TINVESTMENTGROUP CHECK# 400030579 INITIALS: JA SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS CONNONNEALTH OF PENNSYLVANIA BUREAU OF ZNDZVZDUAL TAXES DEPARTNENT OF REVENUE /NHERZTANCE TAX DIVISION D£PT. Z8O6Ol INHERITANCE TAX HARRISBURG, PA 171Z8-0601 STATENENT OF ACCOUNT REV-1607 EX &FP DATE 12-15-2005 ESTATE OF EDNARDS CATHRIN F DATE OF DEATH 02-15-Z005 FILE NUNBER 21 03-0191 COUNTY CUHBERLAND SUE NAUERY ACN 101 N & T TRUST CO 213 HARKET ST Amoun~ Remi~ed HBG PA 17101 HAKE CHECK PAYABLE AND RENZT PAYNENT TO: REGISTER OF gILLS CUNBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~o your account, sub. i~ ~he upper portion of ~his for. wi~h your ~ax payment. CUT ALONG THIS LINE ~'~ RETAIN LONER PORTION FOR YOUR RECORDS REV-1607 EX AFP (01-03) ~# INHERITANCE TAX STATENENT OF ACCOUNT ESTATE OF EDNARDS CATHRIN F FILE NO. 21 05-0191 ACN 101 DATE 1Z-15-ZO0$ THIS STATENENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NANED ESTATE. SHO#N BELO# IS A SUNHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYNENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 11-17-2005 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... 9,050.~8 PAYHENTS (TAX CREDITS): PAYHENT RECEIPT DISCOUNT (+) DATE NUNBER INTEREST/PEN PAID (-) AHOUNT PAID 05-06-2005 CDOOZ5$Z ~00.00 7,600.00 09-29-2005 CD005070 .00 895.~9 11-18-2005 CD005250 .09- TOTAL TAX CREDIT 9,030.7~ BALANCE OF TAX DUE .Z6CR INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .26CR SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE IS LESS THAN $1, NO PAYNENT ZS REg)UZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF NILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONNEALTN OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, ahich was not requested on the Tax Return, may be requested by completing an "Applicatian for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1513). Applications ara available at the Office of the Register of Nitls, any of the 25 Revenue District Offices or from the Department's g4-hour answering service for fores ordering: 1-800-$6Z-ZOSO~ services for taxpayers aith special hearing and / or speaking needs: 1-&OO-447-50ZO (TT only). REPLY TO: guastions regarding errors contained on this notice should bm addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. gB06Ol, Harrisburg, PA 171LB-g601, phone (717) 787-6S05. DISCOUNT: If any tax due is paid within three ($) calendar months after the decedent's death, a five percent (SI) discount of thm tax paid is allowed. PENALTY: The 15g tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. INTEREST: Interest is charged beginning with first day af delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 19BI bear interest et the rate of six (6Z) percent per annum calculated at a daily rate of .O0016q. All taxes which became delinquent on and after January l, 19BI will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 19BI through ZOO5 are: Interest naily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198~' 202. .000548 1987 92. .000247 1999 7):. .000192 1985 162 .0006`58 1988-1991 117. .000501 ZOO0 82 .O00Zl9 1986` 117. .000501 1992 92 .00026,7 ZOOi 92. .000247 1985 152. .000556 1993-1996` 72. .000192 2002 62. .000166` 1986 102. .000:'76` 1995-1996 92. .00026`7 ZOO5 52. . 000157 --Interest is calcuXatad as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond tho date of the assessment. If payment is made after tho interest computation date shown on the Notice, additionaZ interest must bo caXculatad. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DiViSION NO. 2103-0191 ESTATE OF CATHRIN F. EDWARDS, DECEASED FIRST AND FINAL ACCOUNT OF Manufacturers and Traders Irust Company, Successor to Allfirst Trust Company of Pennsylvania, NA, Executor Date of Death: February 13, 2003 Date of Executor's Appointment: March 3, 2003 Dace of First Advertisement of Letzers: The Patriot News March 11,18 and 25, 2003 The Cumberland Law Journal March 21,28, April 4, 2003 Accounting for the Period: February 13, 2003 to May 24, 2004 Purpose of Account: Manufacturers and Traders Trust Company, Successor to A!!first Trust Company of Pennsylvania, NA, Executor, offers this account to acquaint interested parties with The transactions that have occurred during this administration. It is imporlant that The account be carefully examined. Requests for additional information or questions or objections can be discussed wi~h: Manufacturers and Traders Trust Company, Successor to Allfirst Trust Company of Pennsylvania, NA 213 Market Street Harrisburg, PA 17101 (717) 2~5-2051 or Marlin R. HcCaleb, Esquire 219 E. Hain Street Hechanicsburg, PA 17055 (717) 691-7770 SUHFRRY OF ACCOUNT Estate ef Cathrin F. Edwards, Deceased For Period of 02/13/2003 through 05/24/2004 Fiduciary Current Acquisition Page Value Value Proposed Distributions 19 165,711.40 165,711.40 to Beneficiaries .............. -== -== PRINCIPAL Receipts: Per inventory Filed 3-4 220,321.51 This Account 4 1,034.00 Net Gain (or Loss) on Sales 5 843.57 cr Other Disposition ............... 222,199.88 Less Disbursements: Debts of Decedent 6-7 3,670.51 Funeral Expenses 7 3,200.00 Administration Expenses 8 1,158.33 Federal and State Taxes 8 8,630.83 Fees and Commissions 9 15,312.86 Family Exemption 0.00 31,972.53 Balance before Distributions 190,226.55 Distributions to Beneficiaries 10 25,000.00 Principal Balance on Hand 1i 165,226.55 For information: investments Made Changes in InvesTment Holdings 12 INCOME Receipts: This Account 13-14 2,112.27 Net Gain (or Loss) on Sales 0.00 or Other Disposition ............... 2,112.27 Less Disbursements 15 i96.91 Balance Before Distribution 1,915.36 Distributions to Beneficiaries !6 1,438.51 Income Balance on Hand 17 484.85 Inves~mexts Made Changes in Investment Ho_dings 18 COMBINED BALANCE ON HAND 165,711.40 RECEIPTS OF PRINCIPAL Fiduciary Acquisition Value Assets listed in the Inventory and Appraisement as filed CASH: Allfirst Bank Checking Account 42,860.87 %61257540 - Da~e of Death Balance Allfirst Trus~ Company of PA, 5,030.27 NA, Trustee for Cathrin Edwards - Principal Cash Acsrued interest 1.89 Bethany Village - Refund of 824.00 Personal Care Room Chevron Texaco - Refund of 43.18 Medical SupplemenTs $53.98 less Federal Income Tax of $10.80 ChevronTexaco - Pension 270.33 John Hancock - Relirement 195.40 Annuity PA Department of Revenue - 80.00 2002 individual income Tax Refund PNC Bank Checking Account 3,280.25 #5000978044 - Date of Death Balance Public School Employees 490.99 Retirement System The Patriot News Company - 66.75 Refund on Cancellation of Subscription UniYed Healthcare Inc. 420.00 Reimbursement Verizon - Refund on Telephone 26.67 Bill 53,890.60 AllfirsE Trust Company of PA, NA, Trustee for Cathrin F. Edwards: STOCKS/LISTED: 2,638.824 shares ARK Fds Intermediate 27,575.7! Fixed Income Portfolio Accrued Interest 18.06 2,042.901 shares ARK Fds Short Term Bond 20,429.01 Portfolio Accrued Interest 11.54 11,713.!45 shares ARK Fds US Government 118,537.03 Bond Portfolio Accrued Interest 159.56 166,730.91 SUBSEQUENT PRINCIPAL RECEIPTS: 02/19/04 Internal Revenue Service - 814.00 Refund of 2001 Income Tax 04/29/04 Internal Revenue Service - 220.00 Refund of 2003 income Tax 1,034.00 TOTAL RECEIPTS OF PRINCIPAL ............... 22i, 355.51 GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL Gain Loss 03/07/03 2,638.824 shares ARK Fds Intermediate Fixed Income Portfolio Net Proceeds 27,813.20 Fid. Acq. Value 27,575.71 237.49 03/07/03 2,042.901 shares ARK Fds Short Term Bond Portfolio Net Proceeds 20,449.44 Fid. Acq. Value 20,429.01 20.43 03/07/03 11,713.145 shares ARK Fds US Government Bond Portfolio Net Proceeds 119,122.68 Fid. Acq. Value 1!8,537.83 585.65 TOTAL GAINS AND LOSSES/PRINCIPAL ........... 843.57 0.00 LESS LOSS ............................. 0.00 NET GAIN OR LOSS ........................... 843.57 DiSBURSEHENTS OF PRINCIPAL DEBTS OF DECEDENT 03/06/03 Quantum imaging and 43.65 Therapeutic Association - Medical Expense 03/06/03 Riverside Anesthesia 21.3! Association - Medical Expense 03/06/03 Shaffer Cardiovascular 34.49 Association - Medical Expense 03/07/03 Alifirst Trust Company of PA, 34.60 NA - Trustee Fee 2/5/03 - 2/13/03 03/07/03 Pinnacle Healzh - Medical 200.04 Expense 03/28/03 Quantum Imaging and 16.27 Therapeutic Association - Medical Expense 03/28/03 Verizon - Telephone Expense 26.67 03/28/03 West Shore Anesthesia - 26.59 Medical Expense 03/31/03 Verizon - Telephone Expense 22.86 04/07/03 Susquehanna Surgeons LTD - 5.22 Medical Expense 04/14/03 Bethany Village - Nursing 364.08 Home Expense 04/14/03 Connor-Rich Association - 6.75 Medical Expense 04/14/03 Heritage Cardiology 67.07 Association - Medical Expense 04/16/03 Holy Spirit Hospital - 257.07 Medical Expense 04/24/03 Holy Spirit Hospital - 20.75 Medical Expense 04/24/03 Hospital Services - Use of 25.00 Telephone and Television during Stay 84/28/03 Holy Spirit Hospital - 3.97 Medical Expense 05/01/03 Susquehanna Surgeons LTD - 0.63 Medical Expense 05/08/03 Silver Spring A~bulance & 7.77 Rescue Assn. - Medical Expense 05/20/03 Quantum Imaging and 8.98 Therapeutic Association - Hedical Expense 86/12/83 Connor-Rich Association - 133.35 Hedical Expense 07/18/03 Bethany Village - Hedical 21.29 Expense 07/21/03 Bethany Village - Nursing 2,107.00 Home Expense 07/21/03 Holy Spirit Hospital - 90.49 Medical Expense $8/29/03 Susquehanna Surgeons LTD - 1.27 Medical Expense - Balance due 09/17/03 Connor-Rich Association - 7.76 Medical Expense 1!/13/03 Holy Spirit Hospital - 90.49 Hedical Expense 11/13/03 Shaffer Cardiovascular 25.17 Association - Medical Expense TOTAL DEBTS OF DECEDENT ............................. 3,678.51 FUNERAL EXPENSES 84/28/03 Susan Watson - Advanced Distribuiion 2,000.00 for Air Fare from Wales, Lodging and Heals Expense te At%end MoEher's Funeral 09/09/03 Susan Watson - Reimbursement for 1,200.00 Balance of Lodging, Heals and Phone Calls ne AttenJ Mother's Funeral TOTAL FUNERAL EXPENSES .............................. !,200.00 ADMINISTR~.TION EXPENSES 02/26/03 Cumberland County Register of 272.00 Wills - Probate of Will and Five Short CerTificates 03/06/03 Cumberland Law Journal - Cost 75.00 of Advertising and Proof of Publication 03/31/03 The Patriot News Company - 229.33 Cost of AdverEising and Proof of Publication 09/26/03 Cumberland County Register of 31.00 Wills - Cost to File Inventory and Inheritance Tax Return 03/15/04 Cumberland County Register of 3.00 Wills - Short Certificate 05/11/04 Internal Revenue Service - 24.00 2003 Fiduciary Income Tax - Balance due 05/11/04 PA Department ef Revenue - 24.00 2003 Fiduciary Income Tax - Balance due Reserves: Filing Fees 500.00 TOTAL ADHINiSTRATION EXPENSES ....................... 1,158.33 FEDEral AND STATE TA~ES 05/02/03 Cumberland County Register of 7,600.00 Wills - PA inheritance Tax Pa}~enE $8,000 less 5% Discount S400 09/26/03 Cumberland County Register of 895.49 Wills - Balance of Inheritance Tax 1!/17/03 Cumberland County Register of 136.34 Wills - Balance due en !nherilance Tax TOTAL FEDE~qL AND STATE TAXES ....................... 8,630.83 FEES AND COHH!SSIONS 05/21/03 Marlin R. HcCaleb, Esquire - 4,500.00 A~torney's Fee Reserves: Hanufac~urers and Traders 10~812.86 Trust Sompany - Trustee Fee TOTAL FEES AND COMHiSSIONS .......................... !5~312.86 TOTAL DISBURSEHENTS OF PRINCIPAL .................... 31,922.53 9 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Susan Watson 12/11/03 Advanced Distribution as per 25,000.00 Release TOTAL DISTRIBUIIONS TO BENEFICIARIES ...... 25,000.00 l0 PRINCIPAL BALANCE ON HAND Current Value Fiduciary Acquisition Units Description or as Noted Value HTB Money Market-Inst i Fund 0420 165,226.55 165,226.55 165,226.55 165,226.55 CHANGES IN INVESTMENT HOLDINGS - PRINCIPAL Cost ARK Fds Intermediate Fixed Income Portfolio 02/13/03 2, 638.824 shares inventoried 27,575.71 03/07/03 (2, 638.824)shares sold (27,5 0 0.00 ARK Honey Market Portfolio 08/15/03 delivered in merger due to {207,442.93). conversion of HTB Money Market-inst i Fund #420 (207,442.93) ARK Fds Short Term Bend Portfolio 02/13/03 2,042.901 shares inventoried 20,429.01 03/07/83 (2,042.901)shares sold (20,429.01) 0 0.00 ARK Fds US Government ~ond Porlfe!io 02/13/03 11,713.145 shares invenEoried 118,537.03 03/07/83 (ll,713.145)shares sold (118,537.03) 0 O.O0 MTB Money Harket-lnst I Fund #420 08/15/03 received in merger due to 207,442.93 conversion of ARK Money Market Portfolio at the rate of ! unit for each unit held 207,442.93 RECEIPTS OF iNCOHE INTEREST Aiifirst Bank Checking Ascount #61257540 03/26/03 Interest 2/13 - 3/13/83 8.37 03/26/03 Closing InTerest 3/13 - 25/03 3.65 !2.02 ARK Fds intermediate Fixed Inceme Portfolio 04/01/03 3.27 ARK Honey Harket Per,folio 0{/01/03 113.58 05/81/03 178.08 86/02/03 178.87 01/01/03 157.76 08/01/03 14{.86 08/22/03 62.25 835.40 ARK Fds Shcr% Term Bend Port£eiio ................................. 04/01/03 1.83 ARK Fds US Government Bond Por~folie 04/01/83 12.15 MTB Money Market-Inst I Fund #{20 09/02/03 76.25 10/0!/03 117.12 11/05/03 119.31 12/01/03 118.72 01/02/04 109.08 ~2/02/04 103.88 03/01/04 96.18 0{/01/04 102.98 05/83/04 97.45 940. 97 TOTAL INTEREST iNCOME ..................... 1,885.6{ OTHER INCOME Received from A!lfirst Trust Company of PA, NA, Trustee for Cathrin Edwards 03/05/03 Interest earned cn ARK Honey 2.18 Harket 2/14-28/03 03/05/03 Interest earned on ARK Short 13.31 Term Bond Portfolio 2/14-28/83 03/85/03 !nteresE earned on ARK 20.84 intermediate Fixed Income Portfolio 2/14-28/03 03/05/03 Interest earned on ARK U.S. 184.10 Government Bond Portfolio 2/1-13/03 04/28/03 Closing interest on ARK Honey 0.61 Market Portfolio 3/1-31/03 04/28/03 Closing Interest on ARK Fds 9.23 Short Term Bend Pertfoiio 3/1-31/03 04/28/03 Closing Interest on ARK U.S. 61.04 Government Bond Portfolio 3/1-31/03 04/28/03 Closing interest on ARK Fds 15.32 Intermediate Fixed income Portfolio 3/1-/31/03 306.63 TOTAL OPHER !NCOHE ........................ 386.63 TOTAL RECEIPTS OF INCOHE .................. 2,112.27 DISBURSEHENTS OF iNCOHE 03/02/83 Allfirs~ Trust Company of PA, 95.14 NA - Trustee Fee 2/13 - 3/5/03 07/25/03 Hanufacturers and Traders 9.46 Trust Company - Commisslon 08/25/03 Manufacturers and Traders 8.69 Trust Company - Co,mission 09/25/03 Hanufacsurers and Traders 8.32 Trus~ Company - Com~missson 10/27/03 ManufacTurers and Traders 7.03 Trust Company Cox~isslon 11/25/03 Manufacturers and Traders 7.16 Tr~st Company - Co,mission 12/26/03 Hanufacturers and Traders ?.12 Trust Company - Commission 01/26/04 Hanufacturers and Traders 6.54 Trust Company - ConLmiss!on 02/25/04 Hanufacturers and Traders 6.23 Trust Cempany - Commission 03/25/04 Hanufacturers and Traders 5.77 Trust Company - Comx~issien 04/26/04 Hanufacturers and Traders 6.!8 Trust Company - Commission 05/21/04 Manufacturers and Traders 29.27 Trusl Compsny - Comx~ission TOTAL DISBURSEMENTS OF INCOHE .................. 196.91 DISTRIBUTIONS OF INCOME TO BENEFICIARIES Susan Watson 89/09/03 Distribution 1,000.00 12/02/03 Distribution 430.51 1,430.51 TOTAL DISTRIBUTIONS TO BENEFICIARIES ...... 1,430.51 INCOME BALANCE ON HAND Current Value Fiduciary Acquisition Units Description or as Noted Value MTB Honey Market-lns~ I Fund #420 484.85 484.85 484.85 484.85 CHANGES iN INVESTMENT HOLDINGS - INCOME Cost ARK Honey Harket Pertfolie 08/15/03 delivered in merger due to (973.91) conversion of MTB Honey Market-Inst ! Fund #420 {973.91) MTB Money Market-Inst i Fund #420 98/15/03 received in merger due to 973.91 cenversien of ARK Meney Harket Portfelio at the rate of 1 unit for each unit held 973.91 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary Acquisition % Units or as Noted Value Susan Watson - Entire Residue Principal: Cash 165,226.55 165,226.55 Income: Cash 484.85 484.85 16~,711.40 165,71i.40 165,711.40 16S,711.40 AFFIDAVIT Manufacturers and Traders Trust Company, Successor to Allfirsu Trust Company of Pennsylvania, NA, Executor under the Last Will and Testamen~ of CATNRIN F. EDWARDS, deceased, hereby declares under oath ~hat iE has fully and faithfully discharged the duties of its office; that lhe foregoing Account is ~rue and correct and fully discloses all significant transactions occurring durinG the accounting period; that all known claims against the Estate have been paid in full; that, te its knowledge, there are ne claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid; and ~hat more than four months have elapsed since the first complete advertisement of the granting ef letters in this Estate. Manufacturers and Traders Trust Company, S~cessor ~o Allfirst Trust Company of Pennsylvania, NA Subscribed and sworn to by before me ~his /~ day Notary Public Deaf,ha L Welts, Notary Public I-¢arri&burg, Dauphin Counfy My Commission Expires Dec 6, 2004 2O COURT OF C6t~iOl~ PLEAS o~ ~u~m cou~i ~S~LVA~rA ORPBAI~S~ COUi~T I)IVlSIO~ status Report Under Rule 6.1~ Date of Death: oZ//$g/d~ WillNo. ~/~- ~/~/ Admin No. Pursuant to Rule 6.12 of the Supreme Court Orphans' court Rules, I report the 'following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ,X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account _a~l~,,the Cl~xt? b. The separate Orphans' Court No. (if any) for the pe~nal repr't~sentaUve s account is: c. Did the personal representative state an account info,ally to'~e p~es in interest? Yes No ,t:5 :, i~ ,,. d. Copies of receipts, releases, join&rs and approvals of formal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Name (Please type or p' tint) Address Tel. No. Capacity: )< Personal Representative Counsel for personal representative Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/10/2005 ALLFIRST TRUST CO OF PA NA RE: Estate of EDWARDS CATHRIN F File Number: 2003-00191 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in.the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 2/13/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge STATUS REPORT UNDER RULE 6.12 NameofDecedent: (}t9~~~'A) F ~cI",jard\ Date ofDeath: ';;/I.3Jo 3 I Will No.: ",2tNJ3 - 00/9/ Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. lithe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes _)(, No 0 b. The separate Orphans' Comt No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. PJ~ Tg~ Date:~~ '~i:: -<:Z<-", - /YJAU "./)"/ SIgn lure ..f2tc 4'?-4uer...., Name '" .. ',:1') ',i, "<Id' (.to ,-'!I""'" .:::1 '>\UJlJ IfJ~A~x .;(.f6~ l.I~b~~ Pet- Address / 7>' ~ ..s 7/:; - ,;J..~s - ;t.OS"./ Telephone No. Capacity: L \ :2.\ Hd OZ [Ii!: SiJiJl jgPersonal Representative o Counsel for personal representative cA '-"", 0\.... ...:;\ -::;r\u,_!(": ....v _0).....-""