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03-0099
Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of JOHN H. ILGENFRITZ No.~~,;,~,~. also known as JOHN H. ILGENFRITZ, JR. ., Deceased Social Security No. 201-18-5947 Pamela A. Davis and Lee A. Swiler, Petitioner(s), who are 18 years or older, apply for: (COMPLETE "A" OR "B" BELOW:) X A. Probate and Grant of Letters and aver that Petitioner(s) are the Co-Executrices named in the Last Will of the Decedent, dated February 4, 1994, and codicil(s) dated (None) State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: [~ B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite; durante absendia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: N/A. I Name Relationship I Residence Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 9 Brandywine Drive, Mechanicsburg, PA 17055. Decedent, then 76 years of age, died on January 25, 2003, at Holy Spirit Hospital, Camp Hill, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property .............................. $ 2,500.00 (If not domiciled in PA) Personal property in Pennsylvania .............................. (If not domiciled in PA) Personal property in County ................................... Value of real estate in Pennsylvania ........................................... $110,250.00 Total .............................................................. $ Real Estate situated as follows: 9 Brandywine Drive, Mechanicsburg, Cumberland County, PA 17055 Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with the Petition and the grant of letters in the appropriate form to the undersigned: Signature I Typed or printed name and residence ~~ ~' ~ ~~r Pamela A. Davis ~U.~~ 1061Lakewood Drive,Harrisbur.q, PA 1710.q ' Lee A. Swiler 5229 Eton Place, Mechanicsburq, PA 17055 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear and affirm that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer-th..e estate according to law. Sworn to and affirmed and subscribed ~ O. be~,or~_me this~:,..~ __day of ~ _~~_~,~.~ t .z~'.'~,'/.~,.~. , 2003 , ~ ~' '. DECREE OF REGISTER Estate of JOHN H. ILGENFRITZ Deceased No. also known as JOHN H. ILGENFRITZ, JR. Social Security No: 201-18-5947 Date of Death: January 25, 2003 AND NOW, F~.,-~, ,¢ ,2003, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that X Letters Testamentary [] of Administration (c.t.a., d.b.n.c.t.a., pendente lite, durante absentia, duranteminortate) are hereby granted to Pamela A. Davis and Lee A. Swiler in the above estate and that the instrument(s), if any, dated February 4, 1994 described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. FEES ~[~'~-',~x.J~ O~ Letters ........................ $ Short Certificate(s) ...... $. Renunciation .............. $ Affidavit ( ) ................. $. Extra Pages ( ) .......... $ ,~7,~.~ Attorney: Mark E. Halbruner, Esquire Codicil ......................... $ I.D. No: 66737 JCP Fee ...................... $ ,/~.~c~> Address: Gates. Halbruner & Hatch, P.C. Inventory & Tax Forms $ 1013 Mumma Road, Suite 100 Other ........................... $ Lemoyne, PA 17043 Telephone:(717) 731-9600 TOTAL ............. $ ~T~-'° DATE FILED: (,,,,~. ~.._ ,2003 This is to certify that the information here given is correctly' copied from an original certificate off death duh' filed with me as Local Registrar. The original certificate will be fb~arded to thc State Vital l~CCol'ds WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 ~"~"~"~-~ *~ n*v z~? COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH NAME OF DECEOENT (F ~ .... ) SEX J SOC'AL SEC UR,TY NUMBER IDATE OF DEATH ,. John fl. llgenf~itz, J~. ,M~e ],. 201 --18 --5947J,.~~~oq~ ,. 76 ~ : : 8-6-1926 Lebanon, PA ,--~ lc. s~s~:~ .... '"" ~ ~,.,~ 4, Mechanicsb~g, PA 17055 ~ ..... o. ~ ~,~ Cumberland ,~,,? ,,. John H. llqenfritz, ~. [,, Viola R. Keenan =~. ~s.Lee ~il~ =~ 5229 Eton Place, Meehanicsb~, PA 17055 ~o~ D,S~S~T~ ~ ~ I~¢TE ~ms~aT~ I P~CE ~ ~s~ ~"~,~%~*c~ l IL~=lON'~. ~'. ~ ,,.. t,,,. I - 3o-o3 I,,. PACrematory I.,. H~rrsb~g, PA 7710 S~E~L~RV~L~ENSEE~PER~?~A¢S~H IL~EN~NUMER ' ' I~ME~OAD~E~4~5~L Su~i~ of PA ~e ~.~.~ ~n ~.i~ ~ ITc I~ ~ ~ ~y k~:~. ~h ~c~r~ al the I,~. ~ll ~ Cace Slal~ L CEN~ NUM~fl D~E S~ED ~"'~ ~ ~ ~' ] I I ..... ~at ~1~ ev~ ~E ~ (~ ~ A C~E NCE ~: Yel ~ No~ Y~ ~ ~ ~ ~ ~dlterml~ ~ P~CE~lmURyl~me. larm. slre~.fa~.o~e ' MEDICAL EXAMINERICORONER I1~ 27) T~ ~ Print On the bllil el Ixlmlnltlon I~ Invesllgalion. in my opinion, dealh occurred at the lime dill and place and due to the ClUle(i) and LAST WILL AND TESTAMENT OF JOHN H. ILGENFRITZ I, JOHN H. ILGENFRITZ now of 9 Brandywine Drive, Mechanicsburg, Cumberland County, Pennsylvania 17055, do publish and declare this to be my Last Will and Testament, hereby revoking all other prior wills and codicils made by me. FIRST: F~mily Back. roan4 and Appointment of Executor. (A) F-m~l¥ and Background Information. I am a widower. My children are PAMELA A. DAVIS and LEE A. SWILER. Throughout this Will, PAMELA A. DAVIS and LEE A. SWILER will be referred to as "my children" or "my daughters". The word "issue" will include my children as well as my other descendants. (B) A~Dointment of Executor. I appoint as my Co- Executrices (all hereinafter referred to as Executor or Executors) under this Will, the following named persons or corporations to serve without bond and without being required to account to any Court: Co-Executrices: My daughters, PAMELA A. DAVIS and LEE A. SWILER, or the survivor of them, to act jointly. SECOND: F~neral and Last Illness Expenses; Taxes. (A) Expenses of Funeral and Last Illness. I direct my Executor to pay my funeral expenses and the expenses of my last illness from my estate. (B) Taxes. I direct my Executor to pay any and all estate, inheritance, succession, legacy, transfer and other death taxes or duties, by whatever name called, including any and all interest and penalties thereon, imposed under the laws of any jurisdiction by reason of my death, upon or with respect to any and all property included in my gross estate for the purpose of such taxes, whether such property passes under or outside of this Will, out of my residuary estate, without being prorated or apportioned among or charged against the respective devises, legatees, beneficiaries, transferees, or other recipients of any such property or charged against any property passing or which LAST WILL AND TESTAMENT OF JOHN H. ILGENFRITZ PAGE 2 may have passed to any of them. The Executor shall not be entitled to reimbursement for any portion of any such taxes from any such person. THIRD: Tangible Personal Property. Except for those items excluded below and those items enumerated in the Letter of Instruction, I bequeath to my children, PAMELA A. DAVIS and LEE A. SWILER, or the surviving issue of any predeceased child, per stirpes, all tangible personal property, including but not limited to clothing, jewelry, heirlooms, furniture, personal effects, motor vehicles, and all other similar articles, which I own, and the insurance thereon, to be divided between them as they may select in as nearly equal shares as is practical. If there is any disagreement as to distribution, I direct my executors to make such distribution. The decision of my executors shall be final and binding. Any items not selected or any items which my executor considers unsuitable for my children may be distributed or sold in the sole discretion of my executor and, if sold, the net proceeds therefrom shall be added to the residue of my estate. Tangible personal property shall not include: (1) any and all property used by me in any business, (2) cash on hand or on deposit in banks, (3) stock or securities, (4) any type of evidence of indebtedness, and (5) any life, health or accident insurance policies. Notwithstanding any other provisions in this Article THIRD, I may leave a separate, dated and unsigned Letter of Instruction, which I shall place with my Will, containing directions as to the ultimate disposition of certain of the property bequeathed under this Article THIRD, and such Letter of Instruction shall determine the distribution of such items. FOURTH: Residuary Gifts. (A) I give, devise and bequeath all the rest, residue and remainder of my estate, of every kind and character, real, personal and mixed, tangible and intangible, and whereever situated, including any lapsed or renounced legacies or devises (and including any property over which I may have a power of appointment), in equal shares, to my children, PAMELA A. DAVIS and LEE A. SWILER, or the surviving issue of any predeceased child, per stirpes. LAST WILL AND TESTAMENT O__F JOHN H. IL~ENFRITZ PAGE 3 (B) Distributions During Administration. Prior to final distribution of my estate, the Executor, in his discretion, may make partial distributions to one or more beneficiaries or Trusts. As a consequence, the Executorship and any Trusts created under this Will may exist contemporaneously. A distribution may be made subject to any indebtedness or liability of my estate. FIFTH: Spendthrift Provision. No beneficiary shall have the power to anticipate, encumber or transfer his or her interest in the estate in any manner other than by the valid exercise of a power of appointment. No part of the estate shall be liable for or charged with any debts, contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any creditor of a beneficiary. SIXTH: Powers of Executor. In addition to the powers and duties as may have been granted elsewhere in this Will, but subject to any limitations stated elsewhere in this Will, the Executor shall have and exercise exclusive management and control of the Estate and shall be vested with the following specific powers and discretion, in addition to the powers as may be generally conferred from time to time upon him by law: (A) In the management, care and disposition of the Estate, the Executor shall have the power to do all things and to execute such deeds and instruments as may be deemed necessary or proper, including the following powers, all of which may be exercised without order of or report to any Court: (1) To sell, exchange or otherwise dispose of any property, real, personal or mixed, at any time held or acquired hereunder, at public or private sale, for cash or on terms, without advertisement, including the right to lease for any term notwithstanding the period of the Estate, and to grant options, including any option for a period beyond the duration of the Estate. (2) To invest all monies in such stocks, bonds, securities, mortgages, notes, choses in action, real estate or improvements thereon, and any other property as the Executor may deem best, without regard to any LAST WILL AND TESTAMENT OF JOHN H. ILGENFKITZ PAGE 4 law now or hereafter enforced limiting investments of fiduciaries, except that the Executor may not invest in any securities issued by the corporate Executor, or issued by a parent or affiliate company of such Executor. (3) To retain for investment any property deposited with the Executor hereunder; except that the Executor may not retain for investment any stock in the corporate Executor, or in a parent or affiliate company of such Executor. (4) To vote in person or by proxy any corporate stock or other security and to agree to or take any other action in regard to any reorganization, merger, consolidation, liquidation, bankruptcy or other procedure or proceedings affecting any stock, bond, note or other security. (5) To use attorneys, real estate brokers, accountants and other agents, if such employment is deemed necessary or desirable, and to pay reasonable compensation for their services. (6) To compromise, settle or adjust any claim or demand by or against the Estate and to agree to any rescission or modification of any contract or agreement affecting the Estate. (7) To renew any indebtedness, as well as to borrow money, and to secure the same by mortgaging, pledging or conveying any property of the Estate, including the power to borrow at a reasonable rate of interest. (8) To retain and carry on any business in which the Estate may acquire an interest, to acquire additional interest in any such business, to agree to the liquidation in kind of any corporation in which the Estate may have an interest and to carry on the business thereof, to join with other owners in adopting any form of management for any business or LAST WILL AND TESTAMENT OF JOHN H. ILGENFRITZ PA~E 5 property in which the Estate may have an interest, to become or remain a partner, general or limited, in regard to any such business or property and to hold the stock or other securities as an investment, and to employ agents and confer on them authority to manage and operate the business, property or corporation, without liability for the acts of such agent or for any loss, liability or indebtedness of such business if the management is selected or retained with reasonable care. (9) To register any stock, bond or other security in the name of a nominee, without the addition of words indicating that such security is held in a fiduciary capacity, but accurate records shall be maintained showing that such security is a Estate asset and the Executor shall be responsible for the acts of such nominee. (B) Whenever the Executor is directed to distribute any Estate assets in fee simple to a person who is then under twenty- one (21) years of age, the Executor shall be authorized to hold such property in Trust for such person until he/she becomes twenty-one (21) years of age, and in the meantime shall use such part of the income and the principal of the Estate as the Executor may deem necessary to provide for the proper support and education of such person. If such person should die before becoming twenty-one (21) years of age, the property then remaining in trust shall be distributed to the personal representative of such person's estate. (C) In making distributions from the Estate to or for the benefit of any minor or other person under a legal disability, the Executor need not require the appointment of a guardian, but shall be authorized to pay or deliver the same to the custodian of such person, to pay or deliver the same to such person without the intervention of a guardian, to pay or deliver the same to a legal guardian of such person if one has already been appointed, or to use the same for the benefit of such person. (D) In the disbursement of the Estate and any division into separate trusts or shares, the Executor shall be authorized, to LAST WILL AND TESTAMENT OF JOHN H. ILGENFRITZ PAGE 6 make the distribution and division in money or in kind, or both, regardless of the basis for income tax purposes of any property distributed or divided in kind, and the distribution and division made and the values established by the Executor shall be binding and conclusive on all persons taking hereunder. The Executor may in making such distribution or division allot undivided interests in the same property to several trusts or shares. (E) The Executor shall have discretion to determine whether items should be charged or credited to income or principal or allocated between income and principal as the Executor may deem equitable and fair under all circumstances, including the power to amortize or fail to amortize any part or all of any premium or discount, to treat any part or all of the profit resulting from the maturity or sale of any asset, whether purchased at a premium or at a discount, as income or principal or apportion the same between income and principal, to apportion the sales price of any asset between income and principal, to treat any dividend or other distribution of any investment as income or principal, or apportion the same between income and principal, to charge any expense against income or principal or apportion the same, and to provide or fail to provide a reasonable reserve against depreciation or obsolescence on any assets subject to depreciation or obsolescence, all as the Executor may reasonably deem equitable and just under all the circumstances. (F) If at any time the total fair market value of the assets of any trust established or to be established hereunder is so small that the corporate Trustee's annual fee for administering the trust would be equal to or less than the minimum annual fee set forth in the Trustee's regularly published fee schedule then, in effect, the Trustee in its discretion shall be authorized to terminate such trust or to decide not to establish such trust, and in such event the property then held in or to be distributed to such trust shall be distributed to the persons who are then or would be entitled to the income of such trust. If the amount of income to be received by such persons is to be determined in the discretion of the Trustee, then the Trustee shall distribute the property among such of the persons to whom the Trustee is authorized to distribute income, and in such proportions, as the Trustee in its discretion shall detpr i . LAST WILL AND TESTAMENT OF JOHN H. ILGENFRITZ PAGE 7 (G) When the authority and power under this Will are vested in two (2) or more Executors, the authority and powers are to be held jointly by the Executors. A majority of the Executors may exercise any authority or power granted under this Will or granted by law, and may act under this Will. Any attempt by one such Executor to act under this Will on other than ministerial acts shall be void. The action of one such Executor under this Will may be validated by a subsequent ratification of the act by a majority of the Executors. SEVENTH: Rights and Liabilities of Executor. (A) No bond or other security shall be required of any Executor. (B) This instrument always shall be construed in favor of the validity of any act or omission by any Executor, and any Executor shall not be liable for any act or omission except in the case of gross negligence, bad faith or fraud. Specifically, in assessing the propriety of any investment of the estate, the overall performance of the entire estate shall be taken into account. (C) Each Executor shall be entitled to receive reasonable compensation for services actually rendered to my estate, in an amount the Executor normally and customarily charges for performing similar services during the time which he/she performs the services. EIGHTH: Tax Elections. In determining the estate, inheritance and income tax liability relating to my Estate, the Executor's decision as to all available tax elections shall be conclusive on all concerned. In accordance with IRC Section 2632(a) and without regard to whether a Federal estate tax return is actually filed, my Executor shall allocate so much of the Federal Generation Skipping Transfer (GST) exemption amount as will fully exempt any generation skipping transfer which may occur under this Will. LAST WILL AND TESTAMENT OF JOHN H. ILGENFRITZ PAGE 8 NINTH: Definitions and General Provisions. (A) Survival. Any beneficiary who dies within sixty (60) days after my death shall be considered not to have survived me. (B) Trust Estate. "Trust Estate" means all assets, however and wherever acquired, including income, which may belong to a Trust at any given time. (C) Children. Except for discretionary distributions which may be made unequally among a group of persons and distributions pursuant to a valid exercise of a Power of Appointment, in making a distribution to the children of any person, the property to be distributed shall be divided into as many shares as there are living children of the person and deceased children of the person who left children who are then-living. Each living child shall take one share and the share of each deceased child shall be divided among his then-living descendants in the same manner. A posthumous child shall be considered as living at the death of his parent. (D) Code. Unless otherwise stated, all references in my Will to section and chapter numbers are to those of the Internal Revenue Code of 1986, as amended, or the corresponding provisions of any subsequent federal tax laws applicable to my estate. (E) Other terms. The use of any gender includes the other genders, and the use of either the singular or the plural includes the other. (F) Captions. The captions set forth in this Will at the beginning of the various divisions hereof are for convenience of reference only and shall not be deemed to define or limit the provisions hereof or to affect in any way their construction and application. (G) Powers of Appointment are Exercised. By this Will I exercise any Power of Appointment which I may possess at my death. LAST WILL AND TESTAMENT OF JOHN H. ILGENFRITZ PAGE 9 IN WITNESS WHEREOF, I, JOHN H. ILGENFRITZ, the Testator, have to this my Last Will and Test~ament, typewritten on ten (10) pages, including ~t~e Acknowle~d~t.~and Affidavit, set my hand and seal this /day of .7--/~=:~ , 1994. Signed, sealed, published and declared by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who have hereunto subscribed our names at his request, as witnesses hereto, in the presence of the said Testator, and in the presence of each other. Each of us further declares that he or she believes the Testator to be of sound mind and memory. The preceding instrument consists of this and nine (9) other consecutively numbered typewritten pages including the Acknowledgment and Affidavit. (print ~:e) ~/ ~/.~_ ~,~ ~~ 'residing at ~l©/~_t PA (print name) ACKNOWLEDGMENT AND AFFIDAVIT COMMON-WEALTH OF PENNSYLVANIA : COUNTY OF fF 0/)(/ : The Testator and the witnesses whose names are signed and subscribed to the attached or foregoing instrument, being first duly sworn and qualified according to law, do hereby acknowledge, depose and say to the undersigned authority, that the Testator signed and executed the instrument as his Last Will in the presence of the witnesses; that he signed it willingly or willingly directed another to sign it for him; that he executed it as his free and voluntary act for the purposes therein expressed; that each of the witnesses were present and saw the Testator sign and execute the instrument as his Last Will; that each subscribing witness in the hearing and sight of the Testator signed the will as witnesses; and that~.t~_the best of their knowledge the Testator was at that time/e~ghteen years of age or ~ ~ Te~t~or / -~ ( Witness COMMONWEALTH OF PENNSYLVANIA : COUNTY OF /TQ ~/' ~/') : On this, the'~J~/~ day of~--~C~/~lJ{~/~/~/ , 1994, before me, a Notary Public, the undersigned officer, ~ersonally appeared MARK E. HALBRUNER, known to me or satisfactorily proven to be a member of the bar of the highest court of Pennsylvania, and certified that he was personally present when the foregoing acknowledgment and affidavit were signed by the Testator and witnesses. IN WITNESS WHEREOF, I hereunto set my hand and official seal. Notary P~lic My Commission Expires: Notaria~ Seal' Stacev h Nace, Nct,~/Pubic_ Fem~gh'.rwp., Ju~iam Cour~y My Commission Exp~'es Oct. 16 t995 Men'~ber, penr~yfvar~ '",4.s.socia~on of LAST WILL AMD TESTAI~NT OF JOHN H. ILGENFRITZ LAW OFFICES OF Low~,.~. R~-GATES, P.C. 600 N. 12TH STREET, LEMOYNE, PENNSYLVANIA 17043 LAW OFFICES OF GATES, HALBRUNER &-HATCH, P.C. 1013 MUMMA ROAD · SUITE 100 · LEMOYNE, PENNSYLVANIA 17043 (717) 731-9600 ° FAX: (717) 731-9627 LOWELL R. GATES BRANCH OFFICE: Also Admitted to Massachusetts Bar 3 WEST MONUMENT SQUARE, SUITE 304 MARK E. HALBRUNER LEWlSTOWN, PA 17044 Also Admitted to New Jersey Bar (717) 248-6909 CRAIG A. HATCH CORY J. SNOOK WEB SITE: ALBERT N. PETERLIN Also Admitted to Maryland Bar www. GatesLawFirm.com STACEY L. NACE CORRESPONDENCE ADDRESS: Paralegal/Office Manager Lemoyne Office re^c, ,. SE~.Kov,c .~a,e~., April 16, 2003 VALERIE LONG Paralegal Certified Mail -.Return Receipt ~1/0 Office of the Register of Wills One Courthouse Square Carlisle, PA 17013-3387 RE: ESTATE OF JOHN H. ILGENFRITZ, JR. Prepayment of PA Inheritance Tax Dear Sir/Madam: I am writing with further reference to the above-captioned estate. Enclosed herewith please find an estate check in the amount of $20,000.00 from the Estate of John H. Ilgenfritz, representing prepayment of the estimated PA Inheritance Tax payable on behalf of said estate. Please advise if anything further is required at this time. Thank you. Sincerely, Mark E. Halbruner MEH:vl - Enclosure :: cc: Pamela A. Davis Lee A. Swiler GA-~, HALBRUNER &HATCH, P.C. 1013 MUMMA ROAD, SUITE 100 LEMOYNE, PENNSYLVANIA 17043 7iiO~ 2510 0001 4139 4017 , Cuv~berland County Courthouse Office of the Register of Wills Cn~ ,Courthouse Square Carlisle, PA 17013-3387 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002462 HALBRUNER MARK E ESQUIRE 103 MUMMA ROAD SUITE 1 O0 LEMOYNE, PA 17043-1144 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .......... _ ....... 101 $20,000.00 ESTATE INFORMATION: SSN: 201-18~5947 FILE NUMBER: 2103-0099 DECEDENT NAME: ILGENFRITZ JOHN H DATE OF PAYMENT: 04/17/2003 POSTMARK DATE: 04/16/2003 COUNTY: CUM BERLAN D DATE OF DEATH: 01/25/2003 TOTAL AMOUNT PAID: $20,000.00 REMARKS: PAMELA A DAVIS & LEE A SWlLER C/O MARK E HALBRUNER ESQUIRE CHECK#013 INITIALS: SK SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS CERTIFICATION OF NOTICE UNDER RULE 5.6(a) John H. Ilgenfritz Name of Decedent: Date of Death: 01 / 25 / 2003 Will No. 2003-00099 Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on I~.a_~ ~(_. ~e>~"> : Name Address Pamela A. Davis 1061Lakewood Drive, Harrisburg, PA 17109 Lee A. Swiler 5229 Eton Place, Mechanicsburg, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except No exceptions Date: May l&, 2003 Signature ~c2r~. ~~~___~ Name Mark E. Halbruner, Esq. Gates, Haibruner & Hatch, FC Address 1013 Mumma Road, Suite 100 Lemoynr, PA 17043 Telephone (717) 731-9600 0 ~.~9 c~ r Capacity: Personal Representative ' '"' :' ~ ~,:.:.,; X Counsel for personal representative (? ', ~ :'- LAW OFFICES OF GATES, HALBRUNER &-HATCH, P.C. 1013 MUMMA ROAD · SUITE 100 · LEMOYNE, PENNSYLVANIA 17043 (717) 731-9600 · FAX: (717) 731-9627 LOWELL R. GATES BRANCH OFFICE: Aisc Admitted to Massachusetts Bar 3 WEST MONUMENT SQUARE, SUITE 304 MARK E. HALBRUNER LEWlSTOWN, PA 17044 Aisc Admitted to New Jersey Bar (717) 248-6909 CRAIG A. HATCH CORY J. SNOOK ALBERT N. PETERLIN WI=B SITE: Aisc Admittecl to Maryland Bar www. SatesLawFirm.com STACEY L. NACE CORRESPONDENCE ADDRESS: Paralegal/Office Manager Lemoyne Office TRACI L SEPKOVIC Paralegal VALERIE LONG May 29, 2003 Para. legal Hand Delivered Cumberland County Court House Register of Wills One Courthouse Square Carlisle, PA 17013 RE: Estate of John H. Ilgenfritz Form REV-1500 - Pennsylvania Inheritance Tax Return and Inventory Dear Sir/Madam: I am enclosing with this letter the following documents relating to the Estate of John H. Ilgenfritz and the Pennsylvania Inheritance Tax Return, Form REV~1500: (1) Check #019, dated May 28, 2003, from the Estate of John H. Ilgenfritz, in the amount of $1,264.74, payable to the Register of Wills, Agent. (2) Original copy of Inventory. (3) Two original copies of the Form REV- 1500, all accompanying schedules, and the following exhibits: (a) Copy of the Last Will and Testament of John H. Ilgenfritz; (b) Real estate appraisal for 9 Brandywine Drive, Mechanicsburg, PA; (c) On-line printout of the value of Fulton Financial Corp; (d) Copy of 2002 IRA distribution check from PNC Bank; (e) On-line printout of the Blue Book value of the automobile; (f') Copies of bank account verifications from PSECU, PNC Bank and Fulton Bank; (g) Copies of funeral costs, administration expenses and debts paid to date; (h) Copy of Official Receipt for prepayment of inheritance taxes in the amount of $20,000.00; and (i) Check in the amount of $25.00 representing the filing fees for Form REV-1500 and the Inventory. If you have any questions regarding the Form REV-1500, or the accompanying schedules and exhibits, please do not hesitate to contact me. Sincerely, / ; ..... % Mark E. Halbruner MEH:vl Enclosures cc: Pamela A. Davis & Lee A. Swiler (w/encl.) '03 MAY30 P4:10 COMMONWEALTH OF PENNSYLVANIA REV-11 62 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 002625 HALBRUNER MARK E 1013 MUMMA ROAD SUITE 100 LEMOYNE, PA 17043-1144 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold 101 $1,264,74 ESTATE INFORMATION: SSN: 201-18-5947 FILE NUMBER: 2103-0099 DECEDENT NAME: ILGENFRITZ JOHN H DATE OF PAYMENT: 05/30/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01/25/2003 TOTAL AMOUNT PAID: $1,264.74 REMARKS: PAMELA DAVIS C/O MARK E HALBRUNER ESQUIRE CHECK#019 INITIALS: JA SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS · , REV*IS0,0 EX (6-00) OFFIClN. U~E ONLY COMMONWEALTH OF PENNSYLVANIA ~/~, ,~\C~ x, REV-1500 %. DEPT. 260601 INHERITANCE TAX RETURN "'"NUM.ER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT L 2003 _oj__ (~OUNTY _t'~_ _r~Z_ YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) I-' SOCIAL SECURITY NUMBER Z z'r.G~.~R'r"2~., ,.TO~T H 20.1-.18-594.7 LU DATE OF DEATH (MM-DD-YEAR) IDATE OF BIRTH ~ ~ (MM-DD-YEAR) 1las ~ MU~I' BE Ri. ED IN DUPMCATE WITH THE ,,, 0]./2.5/2003 I 08/06/$9;26 0 REGL~'TER OF Wii U.I (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) I~ SOCIAL SECURITY NUMBER ~ I Ij~X~j 1. OriginalReturn J I 2. SupplementalRetum LJ 3- Rerrtainder Returrl (date of desth l~rior to12.13.82) , 4. Limited Estate ~ 4a. Future Interest Compromise (date of death armr 12-12-82) J--"J 5. Federal Estate Tax Return Required :i:OO Jlv~ Oo.°'~ll~'d i L.ZiJ 6. Decedent Died Testate (Attach copy of Will) F~ 7. Decedent Maintained a Living Trust (Attach copy oi' Trust) 8. Total Numbe~ o~ Safe Deposit Boxes < F-1 9. Litigation Proceeds Received F--] 10. SpouselPoverlyCredit t~at.~e.m~,~,~z..~.s~a,~.~.~) F-] 11. Electlon to tax under Sec. 9113(A)t~,~s~o~ THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE .aJ~D CONFIDENTLa. L TAX INFORMATION SHOULD BE giR~.ci ,-g TO: ~; NAME ,,, COMPLETE MAIUNG ADDRESS c: Ma=Ii ~... tla].:bz-uziez~, ~-s~. Z o ~. FIRM NAME (If Applicable) 10.1~ J~ J~ Gal:es Ilai:bz'~L~e= & I-Iai:el'l, I~.C:. S~'Ite i00 0 TELEPHONE NUMBER ~mo~'z/a~ ~.~. 1.70,~,3 (717) 731-9600 1. Real Estate (Schedule A) (1) '13'7 · OFF~ USE ONLY 2. Stocks and Bonds (Schedule B) (2) 88 ~, 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ($) 6. 900..'1,0 Z 6. __O Jointly[___l Owned Property(Schedule F) (6) ;200· 51.1 ~-- L._J Separate Billing Requested ";':~ · · ~;' 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (7) '7.1 · '7 ::~ (Schedule G or L) · ~ 8. Total Gross Assets (total Lines 1-7) 50~,, 662.2 5 0 (8) U.I 9. Funeral Expenses & Administrative Costs (Schedule H) 9 · ~ 8.1.5 0 o: (9) to. Debts of Decedent, Mortgage Liabilities, & Liens (Sohedulel) (10) 508.85 11. Total Deductions (total Lines 9 & 10) (11) 12. Net Value of Estate ,( Line 8 minus Line 11) (12) '~ 9 ~, · 7'71 o 90 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (13) 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) ~, 94, '7'7.1 o 9 0 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPECABI..E RATES 15. Amount of Line 14 taxable at the spousal tax _OZ rate. or transfers under Sec. 9116 (a)(1.2) 0.00 x .00 .. (15) 0 · 00 I.- < 16. Amount of Line 14 taxable at lineal rate '~,94 · '7.71.9 0 I- x.04~ (16) ' e. 17. Amount of Line 14 taxableat sibling rate 0o00 -= x .~2 (17) 0.00 O O 18. Amount of Line 14 taxable at collateral rate. 0 o 00 x .15 (18) 0 00 x ° I-- 19. Tax Due (19) 2;2,264.74 20. ~ > > BE SURE TO ANSWER ALL QU_FSTIONS ON REVERSE SIDE AND RECHECK MATH < < 2W464~ 1000 De, cedent's Complete Addrr STREET ADDRESS 9 Brandywin~e Ave Mechanicsburg ISTAI~ I~P PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments (1) 22,264.74 A. Spousal Poverty Credit 0.00 B. Prior Payments 20,000.00 C. Discount 1,000.00 3. Interest/Penalty if applicable Total Credits (A + B + C) (2) 21,000.00 D. Interest 0.00 E. Penalty 0.00 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 I 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) 1,264,. 74 A. Enter the interest on the tax due. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 1,264,. ?4' 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ....................... r--] b. retain the right to designate who shall use the property transferred or its income; ......... c. retain a reversionary interest; or ................................ [--] r~ 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 IF THE contains a beneficiary designation? ............................ [] under penal,es ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G ANI~ IZ'l& ~ AS PART oL'--F THE RETURN. of perjury, I declare that ! have examined fiDis return, including accompanying schedules and statements, an~l to tide best of my knov~edge and belief, it is true, correct and cemptele. Declaration of preparer other than the personal representative is based on al/information of which prebarer has any knowledge. SIGN .A~c~E OF PERSON RESPONSIBLE FOR FILING RETURN · os/J /2oo- AODH~XSS 1061 Lakewood Drive 5229 Eton Place Harrisburg~ PA 17109 Mechanicsburg, PA 17055 SIGNATURE OF PREPA~ OTHER THAN R~NTATIVE DATE Lemoyne, PA 1704'3 For dates of death on or after July 1, 1994 and before January I, 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.§ 9916 (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 onJy beneficiary. For dates Of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. § 9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. § 9116(1.2) [72 P.S. § 9116(a)(1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. § 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an Estate of: JOHN H. ILGENFRITZ 201-18-5947 Co-Administratrix Lee A. Swiler 5229 Eton Place Mechanicsburg, PA 17055 Pamela A. Davis 1061 Lakewood Drive Harrisburg, PA 17109 R EV-,1502 E;~, - SCHEDULE A COMMC,~WEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ILGENFRITZ, JOHN H -2002- All real property owned so~eJy or as a tenant Jn common must be reported at fair market value. Fair market value is defined as the 0rice at which property would be exci~a~-~e; between a ,.;iJJing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned witr~ right of survivorshll~ must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. ',Single Family Residence at 9 Brandywine Drive, Mechanicsburg, 137,000.00 ~ PA (Appraised) TOTAL (Also enter on line 1, Recapitulation) iS 137,0'00.00 2W4695 2.0C,; {It more space ~s needed, insert additional sheets of the same size) REV-1503 EX + (!-97~ j SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ILGENFRITZ, JOHN H -2002- All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITL U VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 4,896 Sh. Fulton Financial CorDoration ~ $18.08/Sh. 88,519.68 TOTAL (Also enter on line 2, Recapitulation) $ 88,519.68 2w4696 3.000 (If more space is neede0, insert additional sheets of the same size) REV-1508 EX + (1-971 SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MlSC, INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER ILGENFRITZ, JOHN H -2002- Include the 3roceeds 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. ITEIV VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PNC Bank Cashier's Check #5736227 (2002 I~A Distribution) 2,729.30 (Rec'd ~rior DOD) 2 Internal Revenue Service 366.00 - 2002 Income Tax Refund 3 1991 Mercury Grand Marquis Sedan 9-,805.00 4 Household and Personal Property 1,000.00 TOTAL (Also enter on line 5, Recapitulation} $ 6, 9 0 0.3 0 2W46AD 2.000 (If more space is needed, insert additional sheets of the same size) REV-1509 EX + (1-97) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ILGENFRITZ, JOHN H -2002- If an asset was made joint within one year of the decedent's date of death, it must be relx. led on Schedule G. SURVIVING JOINT TENANT(S) NAME ADORESS RELATIONSHIP TO DECEDENT A. Pamela A. Davis 1061 Lakewood Drive Daughter Harrisburg, PA 17109 s. !,ce A. Sw~ler 5229 Eton Place Daughter Mechanicsburg, PA 17055 JOINTLY-OWNED PROPERTY: ~, ~ DATE DESCRI~ON OF PROPER~ %OF DA~ OF D~TH ITEM ~R ~ MADE Include name of [in~cial insfituU~ ~d b~k account numar ~ OAT OF DEA~ DECD'S VALUE OF NUMBER TE~ JOINT similar identifying number. Attach dee0 for j~nUy-held m~ ~tate. VALUE OF ASSET INTERE~ ~DE~S INTEREST 1. A,B 02/25/1994 PSECU Account #0201185947 22,902.00 100.00 22,902.00 Checking Account (+Int. $~.08) 2 A,B 02/25/199& 60-month Certificate (+Int. 61,13~.63 100.00 61,13~.63 $260.18) (PSECU) 3 A,B 02/25/199~ 2~-month Certificate (+Int. 2~,521.59 100.00 2~,521.59 $50.04) (PSECU) 4 A,B 02/25/1994 12-month Certificate (+Int. 11,448.13 100.00 11,448.13 $18.9& ) 5 A,B 02/25/199~ 2&-month Certificate (+Int. 28,278.78 100.00 28,278.78 $71.96) 6 A,B 02/25/1994 PSECU Regular Shares (+Div. 11.91 100.00 11.91 6.91) (Items 1-6 ITF Pamela A. Davis & Lee A. Swiler) 7 A~B 05/07/2001 PNC Bank Certificate of 18,510.~8 100.00 18,510.~8 Deposit ~31&00227660 (+Int. $2~.g0) (ITF Pamela A. Davis Lee A. Swiler) Total from continuation pages .... 33,70~.32 TOTAL (Also enter on line 6, R~ul~i~) $ 200,511.84 2W46AE 2.000 i;~ ,~O~ & ......... ~-~ ~ ...... Page 2 Estate of: ILGENFRITZ, JOHN H -2002- Schedule F -- Jointly-Owned Property Date ~ of Item Made Date of death Decedent's Value at No. Lett. Joint Description Value of asset Interest Date of Death S A,B 09/27/2000 Fulton Bank Certificate of 17,250.36 100.00 17,250.36 Deposit #025-0134963 (+Int. $87.17) 9 A,B 09/27/2000 Fulton Bank Certificate of 16,453.96 100.00 16,453.96 Deposit #025-0175730 (+Int. $432.72) (Items 8 & 9 ITF Pamela A. Davis and Lee A. Swiler) TOTAL. (Carry forward to main schedule) ...... 33,704.32 REV-15~0 EX + (1-97) SCHEDULE G COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS & INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER ILGENFI~ITZ, JOHN H -2002- 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. DESCRIPTION OF PROPER'Pr %OF ITEM INCLUDE TI-IE NAIVE OF TI-IE TRANSFEREE, THEIR RELATIONSHIP TO DATE OF DEATH DECD'S EXCLUSION DECEDENT AND THE DA'I'E OF TRANSFER. ATTACH A COPY OF THE TAXABLE VALUE NUMBE F DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (F APPtJCAaLE) 1. PNC Bank IRA Account 71,730.43 100.00 0.00 71,730.43 #75200018277 (+Int. $42.34} TOTAL (Aisc enter on line 7, Recapitulation) $ 71,730.43 (If more space is needed, insert additional sheets of same size.) REV-1511 EX -~ (1-97) ' SCHEDULE H COMMONWEALTH OF PENNSYLVANIA I FUNERAL EXPENSES & INHERITANCE TAX RETURN I ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER ILGENFRITZ, JOHN H -2002- Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Trefz & Bowser Funeral Home 1,442.32 2 South Belle Grove Cemetery 400.00 3 Cremation Society - Burial Urn 289.00 4 Misc. (Funeral Frame & Candle) 42.38 5 Funeral Reception 300.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 0.0 0 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. Att0rneyFeesName: Gates, Halbr~er & Hatch, PC 5,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.0 0 Claimant Street Address City State __ Zip Relationship of Claimant to Decedent 4. Probate Fees 0.0 0 5. Accountant's Fees Name.- Kern & Co~any, PC 233.50 6. Tax Return Preparer's Fees 0.0 0 7. Mike Connor Appraisals - appraisal of real property 175.00 8 Cumberland County Register of Wills - Filing Fees 330.00 9 PA American Water Company 36.16 10 Patriot-News - Legal Publication 312.07 11 PP&L Utilities Budget Payments 542.96 12 Hampden Township Trash Collection 140.00 Tote 1 from continuation pages .... 138.11 TOTAL (Aisc enter on line 9, Recapitulation) $ 9, 3 81.5 0 Page 2 Estate of: IL~ENFRITZ, JOHN H -2002- Schedule H, Part B -- A~ministrative Costs Item No. Description Amount 13 Maintenance of Residence (Electrical Repair) 18.00 14 Maintenance of Residence - (P1---~ing Repair) 21.27 15 Maintenance of Residence - (Pool) 83.30 16 Verizon 15.54 ___AL. ,-=rri' _:~:=r_ -c minim :c__r -- -) ...... !39.11 REV-15;2 EX + (1-97) SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN RESIDENTDECEDENT MORTGAGE EABILITIES,& LIENS ESTATE OF FILE NUMBER ILGENFRITZ, JOHN H -2002- Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Verizon Telephone 48.38 2 Debra Basehore - 2003 Real Property Taxes on 9 Brandywine 303.06 Drive, Mechanicsburg, PA 3 Comcast Cable 4.80 4 Kunkel Surgical Group 25.61 5 Pulmonary & Critical Care Medicine Association 100.00 6 PA Department of Revenue - balance of 2002 incc~ne taxes 27.00 TOTAL (Also enter on line 10, Recapitulation) $ $ 0 8.8 5 REV-l~13 EX+ (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ILGE~ 'RITZ, JOHN H -2002- 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 transfer~ under Sec. 9116 (a) (1.2)] 1. Davis, Pamela A Daughter 247,385.95 1061 Lakewoo~ Drive Harrisburg, PA 17109 2 Swiler, Lee A Daughter 247,385.95 5229 Eton Place ' - Mechanicsburg, PA 17055 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON UNE 13 OF REV- 1500 COVER SHEET $ 0 · 0 0 2W46AI 1.000 (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF JOHN H. ILGENFRITZ I, JOHN H. ILGENFRITZ now of 9 Brandywine Drive, Mechanicsburg, Cumberland County, Pennsylvania 17055, do publish and declare this to be my Last Will and Testament, hereby revoking all other prior wills and codicils made by me. FIRST: Family Background and Appointment of Executor. (A) Family and Background Information. I ama widower. My children are PAMELA A. DAVIS and LEE A. SWILER. Throughout this Will, PAMELA A. DAVIS and LEE A. SWILER will be referred to as "my children" or "my daughters". The word "issue" will include my children as well as my other descendants. (B) Appointment of Executor. I appoint as my Co- Executrices (all hereinafter referred to as Executor or Executors) under this Will, the following named persons or corporations to serve without bond and without being required to account to any Court: Co-Executrices: My daughters, PAMELA A. DAVIS and LEE A. SWILER, or the survivor of them, to act jointly. SECOND: Funeral and Last Illness Expenses~-Taxes. (A) Expenses of Funeral and Last Illness. I direct my Executor to pay my funeral expenses and the expenses of my last illness from my estate. (B) Taxes. I direct my Executor to pay any and all estate, inheritance, succession, legacy, transfer and other death taxes or duties, by whatever name called, including any and all interest and penalties thereon, imposed under the laws of any jurisdiction by reason of my death, upon or with respect to any and all property included in my gross estate for the purpose of such taxes, whether such property passes under or outside of this Will, out of my residuary estate, without being prorated or apportioned among or charged against the respective devises, legatees, beneficiaries, transferees, or other recipientE~f any such property or charged against any property passing or which JOHN H. ILGENFRITZ PAGE 2 may have passed to any of them. The Executor shall not be entitled to reimbursement for any portion of any such taxes from any such person. 'THIRD: T~ible Personal Property. Except for those items excluded below and those items enumerated in the Letter of Instruction, I bequeath to my children, PAMELA A. DAVIS and LEE A. SWILER, or the surviving issue of any predeceased child, per stirpes, all tangible personal property, including but not limited to clothing, jewelry, heirlooms, furniture, personal effects, motor vehicles, and all other similar articles, which I own, and the insurance thereon, to be divided between them as they may select in as nearly equal shares as is practical. If there is any disagreement as to distribution, I direct my executors to make such distribution. The decision of my executors shall be final and binding. Any items not selected or any items which my executor considers unsuitable for my children may be distributed or sold in the sole discretion of my executor and, if sold, the net proceeds therefrom shall be added to the residue of my estate. Tangible personal property shall not include: (1) any and all property used by me in any business, (2) cash on hand or on deposit in banks,. (3) stock or securities, (4) any type of evidence of indebtedness, and (5) any life, health or accident insurance policies. Notwithstanding any other provisions in this Article THIRD, I may leave a separate, dated and unsigned Letter of Instruction, which I shall place with my Will, containing directions as to the ultimate disposition of certain of the property bequeathed under this Article THIRD, and such Letter of Instruction shall determine the distribution of such items. -~' FOURTH: Residuary Gifts. (A) I give, devise and bequeath all the rest, residue and remainder of my estate, of every kind and character, real, personal and mixed, tangible and intangible, and whereever situated, including any lapsed or renounced legacies or devises (and including any .property over which I may have a powe_r~.of appointment), in equal shares, to my children, PAM~J~AA. ~AvIs .and LEE A. SWILEK, or the surviving issue of any predeceased child, per stirpes. OF JOHN H. ILGENFRITZ PAGE 3 (B) Distributions During Administration. Prior to final distribution of my estate, the Executor, in his discretion, may make partial distributions to one or more beneficiaries or Trusts. As a consequence, the Executorship and any Trusts created under this Will may exist contemporaneously. A distribution may be ~,-~deo~"~~ ~ ~v any _.._~h~n~ ............ or liability_ of my estate. FIFTH: Spendthrift Provision. No beneficiary shall have the power to anticipate, encumber or transfer his or her interest in the estate in any manner other than by the valid exercise of a power of appointment. No part of the estate shall be liable for or charged with any debts, contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any creditor of a beneficiary. SIXTH: Powers of Executor. In addition to the powers and duties as may have been granted elsewhere in this Will, but subject to any limitations stated elsewhere in this Will, the Executor shall have and exercise exclusive management and control of the Estate and shall be vested with the following specific powers and discretion, in addition to the powers as may be generally conferred from time to time upon him by law: (A) In the management, care and disposition of the Estate, the Executor shall have the Dower to do all things and to execute such deeds and instruments as may be deemed necessary or proper, including the following powers, all of which may be exercised without order of or report to any Court: (1) To sell, exchange or otherwise dispose of any property, real, personal or mixed, at any time held or -~ acquired hereunder, at public or private sale, for cash or on terms, without advertisement, including the right to lease for any term notwithstanding the period of the Estate, and to grant options, including any option for a period beyond the duration of the Estate. (2) To invest all monies in such stocks, bonds, securities, mortgages, notes, choses in action, real estate or improvements thereon, and any other properu~ as the Executor may deem best, without regard to any LAST WILL AND TESTA~f~T~ OF JOHN H. ILGENFKITZ PAGE 4 law now or hereafter enforced limiting investments of fiduciaries, except that the Executor may not invest in any securities issued by the corporate Executor, or issued by a parent or affiliate company of such Executor. (3) To retain for investment any property deposited with the Executor hereunder; except that the Executor may not retain for investment any stock in the corporate Executor, or in a parent or affiliate company of such Executor. (4) To vote in person or by proxy any corporate stock or other security and to agree to or take any other action in regard to any reorganization, merger, consolidation, liquidation, bankruptcy or other procedure or proceedings affecting any stock, bond, note or other security. (5) To use attorneys, real estate brokers, accountants and other agents, if such employment is deemed necessary or desirable, and. to pay reasonable compensation for their services. (6) To compromise, settle or adjust any claim or demand by or against the Estate and to agree to any rescission or modification of any contract or agreement affecting the Estate. (7) To renew any. indebtedness, as well as to borrow money, and to secure the same by mortgaging, pledging or conveying any property of the Estate, '- including the power to borrow at a reasonable rate of interest. (8) To retain and carry on any business in which the Estate may acquire an interest, to acquire additional interest in any such business, to agree to the liquidation in kind of any corporation in which the Estate may have an interest and to carry on the business thereof, to join with other owners in adopting any form of management for any business or LAST WILL AND TESTAMENT OF JOHN H. ILGENF~ITZ PAGE 5 property in which the Estate may have an interest, to become or remain a partner, general or limited, in regard to any such business or property and to hold the stock or other securities as an investment, and to employ agents and confer on them ~rity-to--manage and operate, the business, property or corporation, without liability for the acts of such agent or for any loss, liability or indebtedness of such business if the management is selected or retained with reasonable care. . (9) To register any stock, bond or other security in the name of a nominee, without the addition of words indicating that such security is held in a fiduciary capacity, but accurate records shall be maintained showing that such security is a Estate asset and the Executor shall be responsible for the acts of such nominee. (B) Whenever the Executor is directed to distribute any Estate assets in fee simple to a person who is then under twenty- one (21) years of age, the Executor shall be authorized to hold such property in Trust for such person until he/she becomes twenty-one (21) years of age, and in the meantime shall use such part of the income and the principal of the Estate as the Executor may deem necessary to provide for the proper support and education of such person. If such person should die before becoming twenty-one (21) years of age, the property then remaining in trust shall be distributed to the personal representative of such person's estate. (C) In making distributions from the Estate to or for the benefit of any minor or other person under a legal disability, the Executor need not require the appointment of a guardian, but shall be authorized to pay or deliver the same to the custodian of such person, to pay or deliver the same to such person without the intervention of a guardian, to pay or deliver the same to a legal guardian of such person if one has already been appointed, or to use the same for the benefit of such person. (D) In the disbursement of the Estate and any division into .sepa~.a~ ~rusts or shares, the Executor shall be authorize~to JOHN H. IL~ENFRITZ PA~E 6 make the distribution and division in money or in kind, or both, regardless of the basis for income tax purposes of any property distributed or divided in kind, and the distribution and division made and the values established by the Executor shall be binding and conclusive on all persons taking hereunder. The Executor may in making such distribution or d~vision allot undivided interests in the same property to several trusts or shares. (E) The Executor shall have discretion to determine whether items should be charged or credited to income or principal or allocated between income and principal as the Executormay deem 'equitable and fair under all circumstances, including the power to amortize or fail to amortize any part or all of any premium or discount, to treat any part or all of the profit resulting from the maturity or sale of any asset, whether purchased at a premium or at a discount, as income or principal or apportion the same between income and principal, to apportion the sales price of any asset between income and principal, to treat any dividend or other distribution of any investment as income or principal, or apportion the same between income and principal, to charge any expense against income or principal or apportion the same, and to provide or fail to provide a reasonable reserve against depreciation or obsolescence on any assets subject to depreciation or obsolescence, all as the Executor may reasonably deem equitable and just under all the circumstances. (F) If at any time the total fair market value of the assets of any trust established or to be established hereunder is so small that the corporate Trustee's annual fee for administering the trust would be equal to or less than the minimum annual fee set forth in the Trustee,s regularly published fee schedule then, in effect, the Trustee in its discretion sha~i be authorized to terminate such trust or to decide not to establish such trust, and in such event the property then held in or to be distributed to such trust shall be distributed to the persons who are then or would be entitled to the income of such trust. If the amount of income to be received by such persons is to be determined in the discretion of the Trustee, then the Trustee shall distribute the property among such of the persons to whom the Trustee is authorized to distribute income, and in such proportions, as the Trustee in its discretion shall~-~- OF P~G~ 7 (~) When the authority and power under this Will are vested in two (2) or more Executors, the authority and powers are to be held jointly by the Executors. A majority of the Executors may exercise any authority or Dower granted under this Will or granted by law, and may act under this Will. Any attempt by one such. Executor to act.under this Will on other than ministerial acts shall be void. The action of one such Executor under this Will may be validated by a subsequent ratification of the act by a majority of the Executors. SEVENTH: Kights and Liabilities of ExeCutor. (A) No bond or other security shall be required of any Executor. (B) This instrument always shall be construed in favor Of the validity of any act or omission by any Executor, and any Executor shall not be liable for any act or omission except in the case of gross negligence, bad faith or fraud. Specifically, in assessing the propriety of any investment of the estate, the overall performance of the entire estate shall be taken into account. (C) Each Executor shall be entitled to receive reasonable compensation for services actually rendered to my estate, in an amount the Executor normally and customarily charges for performing similar services during the time which he/she performs the services. EIGHTH: Tax Elections. In determining the estate, inheritance and income tax liability relating to my Estate, the Executor's decision as to all available tax elections shall be 4~ conclusive on all concerned. In accordance with IRC Section 2632(a) and without regard to whether a Federal estate tax return is actually filed, my Executor shall allocate so much of the Federal Generation SkiDDing Transfer (GST) exemDtion amount as will fully exempt any generation skipping transfer which may occur under this Will. T'T' ~ OF ~OI'-I~H. ~LGENFR~TZ PAGE NINTH: Def~ition~ and General Provisions. (A) Survival. Any beneficiarywho dies within sixty (60) days after my death shall be considered not to have survived me. (B) Trust Estate. "Trust Estate" means all assets, however and wherever acquired, including income, which may belong to a Trust at any given time. (C) Children. Except for discretionary distributions which may be made unequally among a group of persons and distributions pursuant to a valid exercise of a Power of Appointment, in making a distribution to the children of any person, the property to be distributed shall be divided into as many shares as there are living children of the person and deceased children of the person who left children who are then-living. Each living child shall take one share and the share of each deceased child shall be divided among his then-living descendants in the same manner. A posthumous child shall be considered as living at the death of his parent. (D) Code. Unless otherwise stated, all references in my Will to section and chapter numbers are'to those of the Internal Revenue Code of 1986, as amended, or the corresponding provisions of any subsequent federal tax laws applicable to my estate. (E) Other terms. The use of any gender includes the other genders, and the use of either the singular or the plural includes the other. (F) Captions. The captions set forth in this Will at the beginning of the various divisions hereof are for convenience of reference only and shall not be deemed to define or limit the provisions hereof or to affect in any way their construction and application. (G) Powers of Appointment are Exercised. By this Will I exercise any Power of Appointment which I may possess at my death. ~ LAST WILL AND TESTAMENT O_~ JOHN PI. ILGENFI~ITF. _PAGE 9 IN WITNESS WHEREOF, I, JOHN H. IL~ENFRITZ, the Testator, _~_~ , _nu-uozng t~e Ac~nowle_~q~nt and Affi"--:L . _ (10) uno seal this /-w' ~ .... = ~.-~ u~v~u, set my ~and ~ ~z ~ ~/c~ , 1994. Signed, sealed, D~lished and declared by the ~ove-n~ed Testator, as and for his Last Will and Test~ent, in the Dresence of us, who have here~to s~scribed our n~es at his re.est, as witnesses hereto, in the Dresence of the said Testator, and in the Dresence of each other. Each of us further declares that he or she believes the Testator to be of sound ~nd and m~o~. The Dreceding inst~ent consists of this and nine (9) other consecutively n~ered t~ewritten Dages including the Acknowled~ent and Affidavit. (Drint ~e) ~~ ~ ~~esiding ACKNOWLEDC~MENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : COUNTY OF ~U/~1~£/0/)6/ : SS: The Testator and the witnesses whose names are signed and subscribed to the attached or foregoing instrument, being first duly sworn and ~a~i_fi.e._d _a_c_c_.ordin. g t.O. la.w: do hereby acknowledge, depose and say ~u u~= uud~rslgnea authority, that the Testator signed and executed the instrument as his Last Will in the presence of the witnesses; that he signed it willingly or willingly directed another to sign it for him; that he executed it as his free and voluntary act for the purposes therein expressed; that each of the witnesses were present and saw the Testator sign and execute the instrument as his Last Will; that each subscribing witness in the hearing and sight of the Testator signed the will as witnesses; and that.-tQ the best of their knowledge the Testator was at that time~ghteen years of age or older, of sound mind and undergo co~ai~t_or undue influence. Witness" - COMMONWEALTH OF PENNSYLVANIA : COUNTY OF ~£ R : t 1 eod a member r a of the bar of the highest court of Pennsylvania, and certified that he was personally present when the foregoing acknowledgment and affidavit were signed by the Testator and witnesses. seal. IN WITNESS WHEREOF, I hereunto set my hand and official Notary ~lic My Commission Expires: 1mS SU~Y ~r~S~ ~RT IS INI'EN~D F~ ~E BY ~ LENDEWCUENT FOR A M~'IOA~E F~CE I'~NSAC'I'ION ONLY. ~yA~ 9 BRAND~INE DRIVE City MECHANICSBURG s,m PA zi~c~ 17055 ~ Ao PER PUBLIC RECORD c.~ CUMBER~ND ~/==---~r~-~;so. 38-16-1064-003 T~Year 2002 ~.e.T,x.S 1,600 EST .~iml~ss N/A ~Ne~or~t~ BUNKER HILLe __. . r -; ~- ~ '" .... ~ ........... / .-:~:~'~'=~:~~ THE SUBJECT IS LOCk,TED OFF LAMBS GAP ROAD, BETWEEN ROUTE )ING AREA IS MAINLY RESIDENTIAL IN NATURE. 400 m~ 45 NIA Hi~ N/A 200 20 NIA N/A m~s ............ As PER?UBLIC_~CORO _ s~c~. .41 ACRE s~,~ RECTANGULAR ms~s~m~~. RE~)DENTIA~ __ - O~ Publ~ ~ ~ -- ::: ~J PRIVAT_~_ J s~ ..... ~8PHALT _ J xJ i ~ Yes m A J No If Ye& a~ach de~fiplion. --. u~ ilvat~hny OI ~mml Of the ~b ( ro ~ '- -I .... ~ ~u~ce& e~ ) pre~t m ~e ~m~n~ on ~e ~te, or m the i~d~e *' '~ ' ,~ P ~ Y~ m Yes ~] No 'fYc~ attach dc~dpl~n. My ~ch re~l~ n Iot~ o~ ...... ~_ ~lcs r~n8 in ~es p~ce ~om $ 109,000 Io$ 154900 ~ I ~ vm m~ ~n ~e ~mcs ~d the ~b~t pro~. -- FEA~~UBJE~ S~E I J SALE 2 J SALE 3 m~A~iNE DRIVE ~ ~~~ ~~IVE ~ 1 BLOCK MIL / 1-2 MILES M~[ / ~ ~ ;~',.~ ~o~ u~. ~ 0.00 10g. 17 "' ":~':" ?' ::' 86.46 :: ' "' 89.62 ~ ' ', ~,"~. )S~LS )S/MLS s.~ o~ ~.~ci.g CONVENTIONAL CONV CONVENTIONA[ DAYS/MRK ~ orsa~ _~!~-~0~2 9-27-2002 5-13-2002 Loc~on I B/AVG S IJ B/AVG S U B/AVG S U B/AVG - Site vi~ ~6 AG/AVG =5.1 AG/AVG r/Avg ~w IGH/AVG RANGH/AVG RANGH/A' 31 YRS EST 30 YRS EST 25 YRS EST 24 YRS EST ~ ~RAGE ~ERAGE AVERAGE A~ ~de ~ c~.t +1,00C 7 ] 20 ~a~a Fruited FULL BASE FULL BASE GRAWL SPAGE FULL BASE :AR GARAGE )OL / POR ~ ~ __ F~ RM GOV PT +3~00 GOV PT . COOL ....... +3,( ELEG/NO CA EL/HP/GA Adjumed Sales Price ...... =~=..~ :. : " ~ ~46~77~_ ~.! ~8~ ~te or.or sal~ ~N/A N/A~ N/A ~e of ~o~ sate s N/A ~ N/A ~ N/A ~aly~s of ~ cunent ~eemem of ~le, oplion or liming of the sub~cl prope~y ~d ~alysis o~ the prior ~les o~ subject and compatab]es: THE SUBJECT JS NOT .ISTED FOR SALE OR UNDER CONTRACT FOR SALE TO THE APPRAISERS KNOWLEDGE. s~ or ~l~ ~o~. ~d .I.e ~o.c~.: ALL SALES ARE DETAGHED DWELLINGS LOGATED IN THE SUBJEGTS MARKET ~ ARE CLOSED TRANSAGTIO~. VE~I~IGATION IS WITH THE GUMBERLAND ~CHED ADDENDIIM FOR EXPLANATION OF ADJUSTMENTS. THE .... ~.NT D~T~S=. FLOO~ ZO~ ~ ..... ~is npp~ is ~de L~_~" " ~ _ j ~b~ct lo completion per pl~s ~d ~eci~cations on the h~s or a hypothetical condition th~ Ibc improvcmenls hn~e bccn complctcd, or to ~e foJlo~g ~ ~l~t~ns or conditions: OF TIlE R~L PROPER~ T~T ~ THE SO~ OF 'H IlS RE~T TO BE $ ~ ~00 , ~s o~ 3/1/2003 EXTRA COMI'ARABLES 4-5-6 i.'~c No. ILGENFRITZ r-. ........ '. ' CLIENT: ~t~t [ r~ ~ No. Pro~ A~rc~ 9 BRAND~INE DRIVE 9~ MECHANIC$BURG C~ CUMBER~D s~ PA Z~C~e 17055. ITEM [ SUBJECT SALE 4 SALE 5 .SALE 6 9 BRANDYWINE DRIVE 14 BRANDYWINE DRIVE M/L s.k.~ NIA $ · '.*.*..,.'Om~ Ur. Ama $ ¥.,M.U~ ADJUSTMENTS DESCRIFTION DESCRIPTION DESCRIPTION DESCRiPTiON s~-_ ~t r~:=.:~.~ CONVENTIONAL ~ of $~ime I . View 31 YRS EST EST c.---'-~--- RAGE I I ~ Ft. Sq. Ft. i Sq' Fi' "'~='""'~ & r~r'~'L'~ FULL BASE FLILL BASE POR D~,~ orP~ s,~ LAST YEAR Price of Prior SaJ¢ PUBLIC REOCRD Comments or, Compm*ables: ClickFORMS Ree~ Estate Appraisal Soflwam by Bradford T~chnolo~ies (800) 622-8727 ..... "-~'-.'-'tt!~,r ~ ~llHfllllllIl~ 11¥$15 /~.DDral~ai Keoor( ~.u.N. II.g~lT7 PURPOSE OFAPP~ISAL: ~e prose of ~is app~isal is lo eslimale Se markel value of Ihe ~al prope~y lhal is lhe subjecl of Ibis re~ ~d on a qumitafive s~es ~mp~n ~al~is ~r ~e ~ a top,case ~e DEFI~ONOF M~TVAL[~: ~e most probable p~ce wh~h a pmpe~ should ~ ~ a competitive aM open market all co~m rcqu~ite to a fa~ sale, the ~ycr a~ ~Iler, each act~ p~ly, ~wlc~ca~y a~ assumi~ the price is ~t affected by mldue slhu~, huplich & th~ delh61iou h; Ihe co~mumafiou of a sale ~ of a specified daic a,d ~e passi~ of fiile ~om seller lo buyer ~ co~itiom whereby; (I) burr a~ seller am ~i~lly motivated; (2) ~th pa~ies a~ well info,ed or well advised, and each acI~ ~ what he ~mide~ h~ own ~t ~terest; (3) a ~ble t~e ~ allowed for expos~ ~ ~e open market; (4) payment is made ~ te~s of c~h ~ U.S. doHa~ or ~ te~s of fm~ial a~eme~ comp~ble thereto; ~ (~) the price top,seres the ~al co~iderafion for ~e prope~y sold ~affected by special or creative f~g or sales concession* granIed by ~yom associated with ~e sale. *Adj~e~ to ~e comparabics m~t ~ made for speci~ or creative ~nc~g or sales concessiom. No adjustments are necessary for those cosls which are ~ally paid by selle~ as a result of Irad~ion or law in a manet area; lhese cosls are readily ide~ifiable s~e the seller pays ~ese costs ~ v~ually all sales t~actiom. Special or c~afive fi~g adj~tmcms can ~ made to thc comp~able property by comp~isol~ 1o fi~cing te~s offered by a fl~hd pmIy h~fimfio~ml lender flint is m~i alread~ h~volved iu fl~e pro, ny or tra~ct~ ~y adj~em should ~t ~ calculalcd on a mecha~i do~ for dollar c~l of the fimmi~ or co~ion but ~e dollar amoum of any adjus~ent should approximate the market's react~n to the fi~ing or co~essiom based on the appraisers jud~ent. STATEMENT OF LIIMITING CONDITIONS AND APP~ISER'S CERTIFICATION CON~NGENT AND LIMI~NG CONDITIONS: ~e app~iser's ce~ification that appe~ ~ thc appraisal repo~ is subject lo Ihe follow~ ~iom: I. ~e appm~er w~l ~t ~ respomible for ma~e~ of a legal ~t~e that affect eider the prope~y ~g appraised or ~e title to it. appra~er ~s~es ~a{ ~c rifle ~ good ~d m~keIable ~, ~ere{ore, wai ~t render any oph~o~ a~uI fl~c title. ~e properly aPPiz~ ~ ~e ~h of~ ~ ~ ~mi~e o~hip. 2. ~e appear h~ proud ~y ~q~d sketch ~ ~e appra~ re~ to show appmx~aIe d~e~m of ~e ~pro~en~ ~he sketch ~ i~luded o~y to assist the re~der of the ~po~ ~ visuai~g the propc~y and u~erst~g ~e appraiser's delcm~tion flits size. i. ~e appmL~r will m~l give leslimo~ or ap~ar in ~u~ ~cause he or ~he made ao appraisal of thc pm~H~ in qoesl~m, nnle~ ~peei~¢ ~emems to do so ~ave ~en made ~o~hand. . I. ~e appr~er h~ m~d in the appraisal repo~ any adveoe condifio~ (such ~, but ~t limited to, ~cdcd rcpaio, thc prcse~e ff hazardo~ wastes, toxic subsla~cs, etc.) 0bscn'cd d~i~ thc i~pccfion o~ Ibc subjccl prope~y or thai he or she ~camc aware ff du~ the ~ai m~areh involved in peffo~i~ the appraisal, g~ess olhe~i~ stated in the appraisal re~. Ihe appraiser h~ ~ ~wled~c o~ ~ hidden or ~pp~m co~it~ o~ ~e p~pe~ or adve~e e~enl~ co~ilio~ (~lud~ ~c p~scnec ~ozordous wos~cs, toxic so.trances, etc.) ~ot would moke the propc~y more or less voluobl¢, ond bos ossumcd tirol tficr~ ore ~ such o~ilio~ ~ makes ~ ~ua~ees or wan~nl~s, expre~d or ~plied, m~ardin~ thc ~it~n or the prope~. ~e appra~r will ot ~ rcs~iblc tbr any such co~itio~ that do exist or lbr any cn~imcrin~ or tcstin~ that miBht ~ required to discover whether uch eo~i(~ exist. Bccau~ Ibc app~iser is ~I ~ cx~ ~ thc ~ld o~ en~lal hazards, lhe app~isal ~ must ~ ~ omid~ ~ ~ ~~ ~s~sm~ of~c prol~. . ~c appraiser obta~d ~e ~o~at~m ¢st~atcs, ~ op~ ~at we~ exposed in ~c app~is~ ~ ~om so.ecs ~at r she col~iders iu ~ reliable ~ ~licvcs ~iem ~o ~ u'~ mad currccL ~le appraiser doc~ ~1 ~sunic r~puf~ibOit) [ur ~le ~sucb il~s ~al w~ ~hed ~ o~ p~. , '~c appra~er w81 ~l d~cio~ ~e ~nlen~ oE ~e appraisal ~ except as pmvi~d ~or in ~e Uni~o~ Sla~ards o~ ~o~ess~l ppraisal Praeti~. 'lhe appra~cr m~t provide h~ or her prior ~Ucn cogent ~orc ~c lender/client speciiicd m thc appraisal report c~ dis~ibut¢ e appoL~al ~ (i~ludi~ eo~l~ a~ut the pm~v vahm, the n~n~iser's i~ntit~ and pmFe~s~nal designal~, fetches to ~y professio~l appra~al or~a~atiom or ~e ~ wi~ w~ieh ~ ~ raise ' ' ,, >~owcr the m pp r is assoemled lo ~ o~ , o~ a cc or i~ , ' ) ~ other ~an ~e ' B ~ succes~rs and ~st~; ~e mo~age J~cr- co~ultanls: - ' · lie or ~demllv annmved ~-~-~ ~,~..: .......... ' . professional appraisal or~atio~; a~ - ~ ......... ~,,,u,,~,.. ~, any ucpanmcm, agony, or ~tn~mentality of the United States or any state or the ~ct of Colmbia; except ~at ~e le~er/cliem may d~te ~e rein to data collection or mpon~g sen'ice(s) without having to ~ta~ the appra~er's prior wriUen coment. ~e appraiser's written coment and approval must also ~ ob[abed ~fore the appraisal n ~ co.eyed ~ ~om to ~e public ~rough advmising, public mlatiom, rows, sal~, or o~er media. ~e ~ppmiser hm~ ~sed his or her appraisal m~. a~ val~t~n coml~n tbr ~n appraisal that is suhiecl to completion per plato d s~eifieat~m on the bas~ of a hypo~etieal condition that the ~provemem have ~en completed. ~e ~ppra~er bm ~ed h~ or her appraisal re~ a~ val~t~n comlm~n for ~n appraisal that is subject to complet~m rep~i~. ~ltemt~m on ~e ~ss~pt~n ~t completion of ~e ~pmveme~ will ~ ~ffo~ed ~ ~ wor~Ae m~r. Desktop Underwriter Quantitative ,~, nalysis Appraisal Report ¥i~, n,~ ILGENFRI IZ ~,PPRAISER'S CERTIFICATION: The Appraiser certifies and agrees that: '' I. ! perrormed this appraisal by (1) personally inspecting lh)m the slreot tho subject properly and neighborhood and c~ach or tho :omperable sales (unless I have otherwise indicated in this r~0cnt that I also insl~'ted the interior of the sub. jeer property); (2) collecting, :onfirming, and analyzing data from reliable public and/or private sources; and (3) relx~ing the results of my inspection and analysis in this summary appraisal report. I further certify that I have adequate information about the physical characteristics of the subject ~operty and the ~le sales to develop this appraisal. 2. I have researched and analyzed the coml~u.able sales and ofl~rlng~listings in the subject market area and have reported the amqxuable sales in this report that a~e the Ix,st available for the subject property. I further ce~Jfy that adequate comparable market data exists in the general market a~a to develop a reliable sales comparison analysis for the subject property. 3. I have taken into consideration the factors that have an impact on value in my development of the estimate of market value in the appraisal report. I further certify that I have nc~l any apparent or known adverse conditions in the subject improvements, on the subject site, or on any site within the immediate vicinity of the subject property of which I am aware, have considered these adverse conditions in my analysis of the property value to the extent that I had market evidence to support them, and have conm~ented about the effect of the adverse conditions on the marketability of the subject property. I have not knowingly withheld any significant information from the appraisal report and ! believe, to the best of my knowledge, that all statements and information in the appraisal report are true and correct. 4. I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are subject only to the contingent and limiting conditions specified in this form. 5. I have no present or prospective interest in the property that is the subject of this report, and I have no present or' prospective personal interest or bias with respect to the participants in the transaction. I did not base, either partially or completely, my analysis and/or the estimate of market ~alue in the appraisal report on the race, color, religion, sex, age, marital status, handicap, familial status, or national origin of either the prospective owners or occupants of the subject property or o£ the present owners or occupants of the properties in the vicinity of the subject property or on any other basis prohibited by law. 6. I have no present or contemplated future interest in the subject property, and neither my current or future employment nor my compensation for performing this appraisal is contingent on the appraised value of'the property. 7. I was not required to report a predetennin,~ value or direction in value that favors the cause of the client or any related party, the amount of the value estimate, the attainment of a specific result, or the occurence of a subsequent event in order to receive my compensation and/or employment for performing the appraisal. I did not base the appraisal report on a requested minimum valuation. a specific valuation, or the need to approve a specific mortgage loan. 8. I estimated the market value of the real property that is the subject of this report based on the sales comparison approach to value ! further certify that I considered the cost and income approaches to value, but, through mutual agreement with the client did not develop them, unless I have noted otherwise in the report. 9. I performed this appraisal as a limited appraisal, subject to the Departure Provision of the Uniform Standard.~ of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of the effective date of the appraisal (unless I have otherwise indicated in this report that the appraisal is a complete ~ppraisal, in which case, the Departure Provision does not apply). 10. I acknowledge that an estimate of a reasonable time for exposure in the open market is a condition in the definition of market value. Fhe exposure time associated with the estimate of market value for the subject property is consistent with the marketing time noted n the Neighborhood section of this report. 'lhe marketing period concluded for the subject property at the estimated market value is dso consistent with the marketing time noted in the Neighborhood section. I. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. I luther certil~ hat no one provided significant professional assistance to me in the development of this appraisal. ;UPERVISORYAPPRAISER, S CERTIFICATION:If a supervisory appraiser signed the appraisal report, he or she Oertifies and agrees hat: I directly supervise the appraiser who prepared the appraisal report, have examined the appraisal report tbr compliance with the )niform Standards of Professional Appraisal Practice, agree with the statements and conclusions of the appraiser, a~ee to be bound y the appraiser's certifications numbered 5 ti]rough 7 above, and am taking full responsibility, for the appraisal and the appraisal report. ,PPRAiSER~ ~ SILIPERVISORY APPRAISER (ONI,Y IF REQUIRED): ignature: Signature: 'ame: ~MI~C~HH_AEL CONNOR Name: ompany Name: _ CONNOR GROUP APPRAISALS Company Name: ompany Address: 3330 DERRY STREET Company' Address: ......... H~A_ R~R_[S~B_U.__R~. PA 17111 ate Report Signed: ........ ~MARCH 6, 2003 ....... Dale Report Signed: alc Ccrtificatio~l #: RL-O00794-L Slatc Cc~tificalion #: Slalc License #: or Slalc Lice. sc #: ate: PA State: tpiration Date of Certification or License: 6-03 Expiration Date of Ccrtilication or Liccnsc: DDRESS OF PROPERTY APPRAISED: SUPERVISORY APPRAISER: 9 B_~RAND _Y~/_~_IN~E DRIVE SUBJECT PROPERTY MECHANIC_SBURG,_PA 170_55 .... i~Did not inslx.'ct subject properly [---]Did inspect exterior of subject property from street PPRAISED VALUE OF SUBJECT PROPERTY $ 137,000 J-~Did inspect interior and exterior of subject property ~FECTIVE DATE OF APPRAISAL/INSPECTION" 3/~/2003 ' ~NDER/CLLENT: COMPARABLE SALES me: L__.jDid not inspect exterior of comparable sales from street ' !~Did inspect exterior of comparable sales from street mpany Name: ....... N/A mpany Address: ............ Nlra ............. Idle Mac Fo~n 2055 COMMENT ADDENDUM ~'~No. ILGENFRITZ l~ty Add~= 9 BRANDYWINE DRIVE City MECHANICSBURG Coun~ CUMBERLAND S~ PA ZmO.,:~. ~ PLEASE ACCEPT THE FOLLOWING, AS EXPLANATION IN REGARDS TO THE LACK OF COMPARABLE DATA. -,-u,~ ~ ^ .~,,,.,m^=,v ^oo=~^,~ REPORT". THE SUBJECT IS A ONE STORY DI-'TACHED RANCH STYLE DWELLING LOCATED IN A WELL ESTABLISHED RESIDENTIAL SUBDIVISION OF HAMPDEN TOWNSHIP. THE HOME IS SITUATED ALONG A PUBLICLY MAINTAINED STREET. DUE TO THE LACK OF RECENTLY TRANSFERRED SIMILAR DWELLINGS WITHIN THE SUBJECTS IMMEDIATE NEIGHBORHOOD IT WAS NECESSARY TO EXCEED RECOMMENDED TIME AND DISTANCE GUIDELINES, AND SELECT SALES'IN SIMILAR COMPETING LOCALES FROM THE SUBJECTS MARKET AREA. THE SUBJECT AND ALL SALES ARE LOCATED WITHIN THE SAME TOWNSHIP AND SCHOOL DISTRICT. ADJUSTMENTS: GROSS LIVING AREA ADJUSTMENTS WERE CALCULATED AT FIFTEEN DOLLARS PER SQUARE FOOT. THE REMAINING ADJUSTMENTS WERE BASED UPON THE MARKETS REACTION TO THE DIFFERING AMENITIES AND CONDITIONS. co..o. C#ckFORMS Rea/E~e Aoor~at Sottwam by Bradl~d Technolog~s (eO01622-8727 ADDENDUM ~'~L. N,, ILGENFRITZ Prop,mi, ^ddrcss 9 BRANDYWINE DRIVE ~2 BR BATH DINING KITCHEN BATE 28.0' 28.0 BE BR LIVING 42 CJ~d~O~'M~ f~mf E~,te Apl0~a~al ~'waee I)y !~1~o~1Tec'l't~ologies (800) 622-87'27' DEFINITION'OF MARKET VALL. most probable price which a property': I bring in a competitive and open market under ali conditions requisite to a Ihlr sale, the buyer and seller, each ~, .,g prudently, 'imowledgeably m~d speci£ed date and the passing of lifle from seller to buyer under conditions whereby: (I) buyer and seller are iypically motivated; (2) both parties are well inlbi~med or well advised, and each acting in what he considers his owa besl b,lerest; or in I~rms of finanoial anmlgcmcnla comparable thereto; and (5) thc price represenla thc normal consideration lbr the *Adjustments to thc comparablcs must bc made for special or creative fmancing or sales concessions. No adjustmcnls are necessary Ibr those cosls which arc normally paid by sellers as a result of tradition or law in a ma&ct; these costs adjnstmcats cml be made to the comparable property by comparisons to £mancing terms offered by u lhird party institutional leader that is eot already involved in thc properly or trmtsaction. Any adjustment should not be calculalcd STATEMENT OF LIMYrlNG CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT AND LIMIT ..... ON ....... o .... ~ .......... : ............. :~.~.~: ........... . auu~ ma*,~ a ~,~ tt~w,.sv,, mat &DD~;~i'$ ~ ~" - -'"'"' ~' subject Io ~e follow~ ~itbm: ...... · e tide to it. ~e ~ptaiser ~es ~ut ~e rifle is good ~d m~ketable ~d, ~fo~, will ~t ~nd~r any op~om a~ut ~c tide. ~c pro~ g appra~d da fli~: baab of it ~ m~l' r~spo~ibl~ 2. ~e appra~cr h~ provided a sketch h the app~isal rgpofl to show approx~ate d~cmiom of the improvements ~ ~e sketch ~ h~ludcd o~y to ~sist ~e reader of thc re~fl h visual~ ~e pro~rty m~ uud¢rstauditg thc ppr~i~r s dctcrmu~lion of as 3. ~c appr~cr has cx~d ~c available flood maps ~8t am provided by ~c Fcdcral Emcrgcncy M~ngcmcnt Agcncy (or o~cr da~ so~ccs) ~ h~ ~tcd h ~¢ appm~ rcpofl whc~cr thc subject site is located h~ ~ idenfilicd Special th~ dctc~tion. 4. Tl~c appraiser '~l ~t give lcslhnonv or aDpcar h~ ~m-I ~causc hc of she made a, appraisal of fl~¢ oroocrl~ u~uss specific a~ements to do so have ~en made ~fomhand. 5. ~c appraizcr has csthnalcd th~ value of tll~ laad hi thc co&t app~-oach at ~t& hi~c&t aad ~&t -~¢ a~ thc at ~e~ con~ibuto~ v~ue. ~ese separate vMuatiom of the I~d m~d in~roveme~ m~l not ~ used in co~Ommfioa with ~y oilier appraisal mid m'c ~valid if thc}' ate ~ ~cd. 6. ~c appra~cr h~ ~tcd ~ ~c apora~al repoa any advent coMitiom (such us, mcdcd repaY, dcpreciatio~ thc presence of h~do~ w~lcs, toxic su~t~es, ~tc.) o~c~ed d~ &c ~pcction of thc subject prope~y or ~ai he or the appraiser has ~ ~wledg~ of any bidden or unapparent conditiom of the properly or adverse environmental conditions (hclud~ the presence of h~dous w~les, toxic subs~loes, etc.) ~at would m~e Ihe properly more or less valuable, thc condition of ~c property. ~c appraiser will ~t ~ rcspomiblc for any such conditiom that do exist ~r for any c~cr~ or tcst~ that migi~t ~ ~qukcd to d~covcr whether such conditious exit. Because fl,c appraiser is not au expert the prope~y. · at hc or she comidc~ to ~ ~liable and ~li~vcs them to ~ ~uc ~d co.cci. ~ appraiser docs ~t ass~c respomibility for thc accm'ac~ of such itcma a~at wc~c fmniMtcd by odlci paliics. 8. ~le ~praiser will not disclose die comcn~ of thc appraisal rcpo~ cxccpl as provided lbr hi fl~e Unilbnu Sland~ds of Professional Appraisal Practice. 9. ~c appra~cr h~ ~cd his or h,:r appra~al ~pon ~ valuation concision /bt ~ appraisal ~at ~ subject to sat~Jhclo~ ~mp~tb~ repaY, or alleralbm da thc ~s~plion that ~mplclion of Ihc h)provemcnts will ~ perlbrmcd h~ a workma~e mawr. 10, ~c appraiser mint provide his or her prior wriaen cement ~fore thc lender/clicat specified h thc appraisal report c~ d~u~ ~e appra~M ~poa (includ~g ~acl~iom a~u( ~e propeay value, thc appra~cr's idcuti(y aud prol~ssional dcsignatioi~, ai~ referents to aay profcssioJml appraisal ofgat~tiol~ or thc ill'ill with which thc appraiser is associated) to ~yo~ o~cr ~u ~c ~owc]-; ~c mongagcc or i~ suc~ssors ~d ~sigm; thc mortgage im~cr; prol~ssim~ appra~ orgm~atious; any state or I~dcrMly approved Ih)anciai flmlitulion; or any dcp~tcm, agency, or h~t~ncutality of thc Ulfitcd States or any slate or thc District of Colmnbia; except that thc lcadct/clic.t inab distlibatc Ibc pro~y dcscriplion section of t:hc rc~)n only to dale collection or rcponi~ sc~icc(s) without havi~ to obtain thc appra~cr's prior ~it~n ~mcnt. ~ appralscr~ wfiUen ~mcnt ~ approval m~l also ~ obta~d ~forc thc appraisal ~ ~ ~avc~cd b~ anyolm Lo thc public fl. ou~i ad*crthh~, public rchtio~, l~ws, aal~a, dj edict m~dia. F~e M~ F~ 439 (6-93) cIm~ F~MS Reap Earle A~is~ 8~ ~ B~ T~I~ (~) 622~ F~ie M~ F~ I~4B APPRAISER'S CERTIFICATION: Anc Apprabcr certifies and a~o'ccs that: I. I have researched the subject market ar~a and have selected ,* minimum of three recent sales of properties most similar and proximate to the subject property l;:~r consideration in the sales comparison analysis and have made a dollar adjustment wlicn appropriate Lo i'cllcct tile market reaction to t]io~ items of SiRllificant variation. Ifa ~iglfificant itcnl hi a COllll)arahJc property is superior to, or more favorable than, the subject property, 1 have mndc a negative adjustment to reduce thc adjusted sales price of the comparable and, il' a significant item in a comparable property is inl'crior to, or less favorable dian thc subject prop~rt.v, l have made a positi,,e a~lju~tmcnt to increase the adjusted sales price of thc couipal'abJc. 2. I have taken into comidcration thc factors that have an impact on value in my development of thc estimate of market value in the appraisal report. ! have not knowingly withheld any significant inlkmnation l~om thc appraisal repot! and I believe, to thc best ofnky knowledge, that ali statements mid information in thc appraisal report arc truc and correct. 3. ! stated in thc appraisal report c,nly my own personal, unbiased, and pro£cssional analysis, opinions, and conclusions, which ai*e subject old.v to tile coutingent and limiting cola)it)oas specified in this form. 4. I have no present or prospective interest in thc property that is the subject to this report, and I have no present or prospective personal interest or bias with respect to the participants in the transact)mi. I did not base, either partially or completely-, my aaalysis and/or thc cstiniatc of lnarkct value in thc appraisal report on thc race, color, i*cligion, sex, handicap, titmilial status, or national origin of elthcr thc prospective owners or occupants ol. die subject property or of thc present owners or occupatits of thc properties iii thc vicinity of thc subject property. 5. I have no present or contemplated future interest in the subject property, and neither my current or £utare employment nor lu3 coulpcl~ation for per£ornlii~ this applaisal is contii~ent on the appraised value o£thc prolmrty. 6. I was not required to report a predetermined value or direction in value that favors the cause of the client or any related party, the amount of thc value estimate, the attaiantent of a specific result, or the occarrence of a subsequent event in order to receive my compensation and'or employment t~)r performing thc appraisal. I did not base thc appraisal report on a requested minimum valuation, a specific valuation, or thc need to approve a specific mortgage loan. 7. I performed this appraisal in conformity with thc Unit~)rm Standards of Professional Appraisal Practice that wcrc adopted and promalgatcd by thc Appraisal Standards Board of Thc Appraisal Foundation and that were in place as of thc effective date of this appraisal, with the exception of thc departure provision of those Standards, which does not apply. 1 acknowledge that an cstiinatc of a reasonable time for exposure hi thc open niarkci i5 a condition iii thc definition of market value and thc estimate 1 developed is consistent with the marketing time noted in thc neighborhood section of this report, mdcss 1 )lave otherwise stated iii tile reconciliation section. 8. i have personally inspected thc i~tcrior and exterior areas of thc subject property and thc exterior of all properties listed as comparables ill thc appraisal report. I further certii~ that I have noted any apparent or knowa adverse conditions in thc subject improvements, on thc subject site. or on an)' site within thc immediate vicinity of thc subject property of which I am aware and have made adjustments £or these adverse conditions in my analysis of thc property value to thc extent that 1 had market evidence to support them. I have also commented about thc effect of thc adverse conditions on the marketability of the subject property. 9. I personally prepared all conclusicm and opinions about the real estate that were set forth in the appraisal report. If i relied on significant professional assistance from any individual or individuals in the performance of the appr~aisal or the preparation of thc appraisal report. ] have named such individual(s) and disclosed thc specific tasks pcrthrmcd by them in thc reconciliation section of this appraisal report. I ccrti~ that any individual so namcd is qualified to perform thc tasks. I have not authorized anyone to make a chailgc to any item hi thc report; thcrelSre, il' all mmuthorizcd chailgc is gmade to tile appraisal report, I will take no responsibility for it. SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed thc appraisal report, hc or she certifies and agrees that: 1 directly supervise thc appraiser who prepared Ihe appraisal report, have reviewed thc appraisal report, a~ree with tile statements and conclusions of tile appraiser, a.p. rce to be bound b.v thc appraiser's ccrtificaliolrs nmnbered 4 fltrough 7 above, and am takh~ full responsibility for thc appraisal and tile appraisal report. ADDRESS OF PROPERTY APPRAISED: 9 BRANDYWINE DRIVE, MECHANICSBURG, PA 17055 APPRAISER: ,~/~ ~ ~ SUPERVISORY APPRAISER (only ifrequircd) S ignatare: / ~.f~--~ S ignatare: Name: Name: Date Signed: MARCI:_I_6~ 2003 Date Signed: State Certification #: RL-OOO794--L State Ccrtificatio. or State License #: or State License #: State: State: Expiration Date of Certification or License:: Expiration Date of Certification or License: ~ Did J ] Did Not ht.~x:t Property F~kJie Mac Form 439 6-9.3 C#ckFORM8 Real Estate.,~oatm~m ~oftwate tw i~re~om [ect~olo~,ea (8001622-8~'27 Fama,. Mae From 1004B 6-93 Historical Prices '" Page 1 of 2 Historical Prices - FULT (FULTON FIN CP) As of Jan-31-03 More Info: Quote I Cha~ I _News I Profile J _Researc___bh J SE~C I _Messa_ag~ I !nside_~r [( Daily sm:|~n ~z J2oo3] o Weekly G Dividends Ticker Symbol: Date Open High Low Close Volume Adj. Close* Jan-31-03 18.16 18.53 18.16 18.52 156,000 18.37 Jan-30-03 18.30 18.46 18.07 18.23 213,600 18.09 Jan-29-03 18.05 18.40 17.95 18.33 124,600 18.18 Jan-28-03 18.02 18.12 17.98 18.10 176,900 17.96 Jan-27-03 18.04 18.~6 17.~9 18.00 197,500 17.86 Jan-24-03 18.27 18.~6 17.~5 18.15 207,000 18.01 Jan-23-03 18.45 18.55 18.29 18.31 277,100 18.16, Jan-22-03 18.55 18.60 18.12 18.47 331,700 18.32 Jan-21-03 18.83 18.89 18.56 18.56' 558,900 18.41 Jan-17-03 18.69 18.84 18.62 18.82 152,800 18.6'z Jan-16-03 18.71 18.95 18.58 18.70 262,300 18.55 Jan-15-03 18.92 19.00 18.62 18.64 177,200 18.49 Jan-14-03 18.90 19.00 18.76 18.91 171,300 18.76 Jan-13-03 18.68 18.89 18.61 18.89 294,200 18.74 Jan-10-03 18.40 18.68 18.31 18.65 419,800 18.50 Jan-09-C3 18.23 18.41 18.23 18.36 146,300 18.21 Jan-08-C3 18.17 18.22 18.04 18.17 146,300 18.03 Jan-07-~3 18.23 18.34 18.10 18.15 166,800 18.01 Jan-06-C3 17.80 18.33 17.80 18.26 104,200 18.11 Jan-03-C3 17.93 17.98 17.73 17.88 85,900 17.74 http://table.finance, yahoo.com/d?a=O&b=O l &c=2OO3&d=l &e=O l &f=2OO3&g__d&s=fult 3/26/2003 COMMON S 'OCK FULTON FINANCIAL CORPORATION COMMON INCORPORATED UNDER THE LAWS OF THE COMMONWEALTH OF PENNSYLVANIA PAR VALUE $2.50 PER SHARE THIS CER~tFIES~-thfit-??-i:;d~._ ." '~ ' is the owner of .... =~-~-~-= ......... '- ? - CUSIP 360271 10 0 - ~ :--- ......... : ....... : --- ............... SHARE{S} .... 6f the full:paid'and non-asseds~ble common stock 0f - - ' , 'X FULTON FINANCIAL CORPORATION ~ ~' transferable only on the books of the Corporation by the holder hereof in person, or by duly authorized attorney, upon the sur- ~ ..~,,~.,,,',,,..,,,.. render of this certificate properly endorsed. This certificate is not valid unless countersigned by the Transfer Agent. ~,,'~gl~/ tn'"',, WITNESS the facsimile seal of the Corporation and the facsimile signatures of its duly authorized officers. ~{ 1982 ~ ~ Dated ""~m~"~ SECRETARY PRESIDENT co~uo~ svoc~ FULTON FINANCIAL CORPORATION coupon STOCI~ INCORPORATED UNDER THE LAWS OF THE COMMONWEALTH OF PENNSYLVANIA $2.50PER SHARE THIS CEt _ ~:q:~_: : ~2:?: -- :-~s the owner of of the paid and non-assessable common stock -; FULTON FINANCIAL CORPORATION , transferable only on the books of the Corporation by the holder hereof in person, or by duly authorized attorney, . ,,,,,,,,-.-.m,,.% render of this certificate ro erl endo .... ,,,,' ~lll % . ~ P y rsed. TMscerhficate~snot i . upon the sur- e ;.x~ ......... ~ % WITNESS the facsimile se ~ ~ ........ , .. . val d unless countersigned b the T $ x -'~ r~". ~ ~ al of t ..... -pora~on aha me Iac~;~-- · - .. Y ransfer A~ent. e ~/~x- -e~ ~; ~......~ signatures o~ ~ts duly authorized ~m: l,.gS~ :-i Dated %, '.7~,,~:.~ / ,... SECRETARY PRESIDENT COMMON S?OC~ FULTON FINANCIAL CORPORATION COMMON STOCK INCORPORATED UNDER THE LAWS OF THE COMMONWEALTH OF PENNSYLVANIA PAR VALUE $2.50 PER SHARE -'-- ..... -~:-: - -: _---:- - is the owner of .- ~~ ~: .~ ........... ~ . ~=~,4~S-.~-- ~ :.~- P-3 271 10 0 ~ .................. ~ =~~~-::~SS~~ ...... ~ = -..=-~: ..... :~ - SHAR~[SJ: ~_ FULTON FINANCIAL CORPORATION transferable only on the books of the Corporation by the holder hereof in person, or by duly authorized attorney, upon the sur- ..,.~."'"",,,,,,.,, render of th~s cerhflcate properly endorsed. This certificate is not valid unless cou ' .,~,~.,~1~[ ~ff%, WiTNEee ,~ ~:~:~ .... ~ _r .~ ........ nters~gned by the Transfer Agent. ~-,x~... ........ ~ ~ ........... m,~ ~ea~ u~ tne ~orporauon and the facsimile signatures of its dul authorized officer * x'..'~rt".."~ ~ Y ' s. ~ Dated O~Z3~ ~" ,,,,,~ · . COMMON STOCK FULTON FINANCIAL CORPORATION COMMON STOCK INCORPORATED UNDER THE LAWS OF THE COMMONWEALTH OF PENNSYL'/ANIA PAR VALUE $2.50 PER SHARE THIS CE~ - : ~=~-~-::::: ~-.~;~ls the owner of -- - 271 10 0~ ~ FULTON FINANCIAL CORPORATION t~ansferable only on ~he books of the Corporation by the holder hereof in person, or by duly authorized attorney, upon the sur- ~ ~ k~[ .,,,"~.~lAt~""""'"'"~"%. render of this certificate properly endorsed. This certificate is not valid unless countersigned by the Transfer Agent. ~ ~l ~-'"kx~ .......... ~'"-, WITNESS the facsimile seal of the Corporation and the facsimil~ signatures of its duly authorized officers. ~ E~: 1982 :~; Dated 1~/02t~991 ~ %llftlllllllllll~O~ SECRETARY CHAIRMAN OF THE BOARD COMMON STOCK FULTON FINANCIAL CORPORATION COMMON STOCK INCORPORATED UNDER THE LAWS OF THE COMMONWEALTH OF PENNSYLVANIA PAR VALUE $2.50 PER SHARE THIS CERTiFtES-tha~'~;. ~__~ ?--~?~ ~_.~-~%--'~. ~ 2 ---- ~~'~:=~-'-:'---~ - ~ -'J ~-~-~.~- I~'~-~! T Z ~' is the owner of ~ I~ h?.----~.~-A~'~T~:~::pA-~_~z.~s: _ cusip 360271 10 < ~ ~-~:-:~:~' .~-.~------~'.:F~ --~::~:-'~ ..... ---~- _ SHARE{S} < ~ - . -*****.141 ****** ~ ***'14 t******** FULTON FINANCIAL CORPORATION - transferable only on the books of the Corporation by the holder hereof in person, or by duly authorized attorney, upon the sur- ~ ~,.."""... render of this certificate properly endorsed. This certificate is not valid unless countersigned by the Transfer Agent. ~.~ ~1~[ ~ .. WITNESS the facsimile seal of the Corporation and the facsimile signatures of its duly authorized officers. I ~: 1982 :-= Dated ~fi/09/1 SECRETARY CHAIRMAN OF THE BOARD STOCK FULTON FINANCIAL CORPORATION COMMO~ STOCK INCORPORAT~ UNDER THE LAWS OF THE COMMONWEALTH OF PENNSYLVANIA PAR VALUE $2.50 PER SHARE ~=-'--~-~ -~----- -----:--- ..... ---- -'-~'~-'-' --" 'is the owner of -~- - ~-:~-~-.--~ ~-~--~_~- -' _ --:~- ~' :~'- ~ ~E[~.)=---. --~- -- r-ih~ ~a~-a'a~i,~~-~-~ a~ ~'- ~ FULTON FINANCIAL CORPORATION rangferable only on the books of the Corporation by the holder hereof in person, or by duly authorized attorney, upon the sur- ~,,,"""",,,,,, render of this certificate properly endorsed. This certificate is not valid unless countersigned by the Transfer Agent. ~,,"}~1~[~,,.~,~2~ x ~.'.~1 r~ .......... 'X'~'~ ~,'''' %'~ WITNERg~ the facsimile seal of the Corporation and the facsimile signatures of its duly authorized officers. 1982 :~ Dated · tttOt~m~tO~¢ SECRETARY PRESIDENT FINANC coMMoN s~'ocK FULTON CORPORA TION coMMoN STOCK INCORPORATED UNDER THE LAWS OF THE COMMONWEALTH OF PENNSYLVANIA PAR VALUE $2.50 PER SHARE ....... =----~'-:::- :'- - -' is the owner of ~~__:__ ~_~~~~~:_~.~-:.:~:_.~ _ _' - ~ ._ - .... ; CUSIP 360271 10 fl i -; ~__---~:~ __ =:_--~- ..... _ ._ _ SHARE(S) -- ~'%Tfh~-~~d'-hbh~e~Sdbld com~-~'~dk~FTM ~-- __ --_ _ --_ - ;- - tt~35tilt ~.~.. FULTON FINANCIAL CORPORATION transferable only on the books of the Corporation by the holder hereof in person, or by duly authorized attorney, upon the sur- .~.~.,-,....~. render of this certificate properly endorsed. This certificate is not vali unless countersigned by the Transfer A ent, ~'"~;~[~' ~'%"~ dsi~naturesofitsdul author ,g. t WITNESS the facsimile seal of the Corporation and the facsimile ~ ~ .. ~l ~:.. ~ ~ . ~ y ized officers ~i 1982 :Eg Dated 061131199~ "',,,,,, ;' . SECRETARY PRESIDENT COMMON S 'OC FULTON FINANCIAL CORPORATION coMMoN STOCK INCORPORATED UNDER THE LAWS OF THE COMMONWEALTH OF PENNSYLVANIA _- ......... ~?_A_RVALUE $2.5_0 PER SHARE THIS CERT~}E~=flia~ .... -~=:-~:__.-~-. -:,~=: _~=--~-::~_~-~----_-.::_-- - :_~=~ ::- !- -5 :--~: - .: -: T-.~ ~ ....J. -- __ _ - ~ -. t~i, ~=~-2;-~- - 2~5%~ 7- : .--__ =-.--: _~__: .... .... - ~s the owner of ~ , ~ ~i~-~-~:!~-~_:---~-:-:-:---w -~-~--:_~-' ~::~ ::.- ~. :_~-tCUX~p 360271 10 0 ~5 5-2---~_5 ........ 75~--~ -. - ~--T_=-.:.' .... ~-~:-- ' - ...... -~ _5 .... =.-5-'- -. -- -~ - .:--~ ._ ~'-'- :-.---- -.-~. ~- oI the Iull-~a~ and n6n:a~sesg-ab]-~'"~,onirh-~j~' $i'G:~,k-'6~f .z FULTON FINANCIAL CORPORATION ~ ' tratisferable only on the books of the Corporation by the holder hereof in person, or by duly authorized attorney, upon the sur- ....-'"~;iiii~;;?...I ~'~qfEtsh~s the facsimile seal of the Corporation and the facsimile signatures of its duly authorized officers. ~. ~ ~ e certificate properly endorsed. This certificate is not valid unless countersigned by the Transfer Agent. ----2: 1982 :-~--- Dated 0513111991 ~ -,~ ..... ....- .,, . '//1111 Illlll~' SECRETARY -'- PRESIDENT ¢OMMONSTO¢~ FULTON FINANCIAL CORPORATION COMMON STOCK INCORPORATED UNDER THE LAWS OF THE COMMONWEALTH OF PENNSYLVANIA PAR VALUE $2 50 PER SHARE THIS CER~ ~S~7-~s the owner of ~ ~ ~X ~ ~~ ~-: FULTON FINANCIAL coa~oan~:o~ ~ ~ transferable only on the books of the Corporat:on by the holder hereof in person, or by duly authorized attorney, upon the sur- ~~ ,,,,,~:~l:;,~,,~,,,,,~ re~~s certificate properly endorsed. This certificate is not valid unless countersigned by the Transfer Agent. ~ .$~ . C~ ~ the facsimile seal of the Corporation and t facsimile signatures of its duly authorized officers. g~f ~~ ~ . , 0610111999 : : / ~o~ :--: ~a[eQ -,,,,,,,, ,.. ,,,,,,,- . SECRETARY PRESIDENT COMMON STOCK FULTON FINANCIAL CORPORATION COMMON STOCK INCORPORATED UNDER THE LAWS OF THE COMMONWEALTH Ob' PENNSYLVANIA PAR VALUE $2.50 PER SHARE ~:~+--Q~-A~-.= ~':-d---~ - ---:'~-t;-~T '-~-' - ' is the owner of FULTON FINANCIAL CORPORATION transferable only on the books of the Corporation by the holder hereof in person, or by duly authorized attorney, upon the sur- ~,oo'"""""'",,,,,, render of this certificate properly endorsed. This certificate is n ' .. · .,,,"~g?t ~% WITNESS the f simile seM -f ,ho ~ ...... . .. ~ °~v~d~nlesscounters~gnedbytheTransferAgent. ~ ~.,. kx~..:~r;)..~...., ac ........ m'porauon ana the ~acslmlle signatures of its duly authorized officers. = ~: ~:- ~ 0~ ~ lg8~ :~ Dated /20f~002 --,,,, ......... ,,...- ~~ //,w ~ SECRETARY CHAIRMAN & CEO COMMON S 'OC FULTON FINANCIAL CORPORATION coMMoN STOC INCORPORATED UNDER THE LAWS OF THE COMMONWEALTH OF PENNSYLVANIA ............ PAR VALUE $2.50 PER SHARE ~ L---'-_ ~-- .___ _ _ _- -_-- is the owner of .~::~--~-~-~--~~-:~:'~=:~~=-~=~:-:-'--:.-'-~- -' -- -:- ~ -~-P 360271 10 0 ~~- transferable only onthebook, of the Corporation by the holder hereof in person, or by duly authorized attorn, .u on the sur- FULTON FINANCIAL CORPORATION ~,,,,'"'"",,,,,, render of this certificate properly endorsed. This certificate is ...~ x$~ ...... a-~ .... .:n~oo thy .a,~mmc aea~ o; me Dorporanon and the i'acsimile signatures of its dul au . . ~ ~ ...~alr~'....~ ~ o y thorized officers. ~: 1 982 : ~ Dated · ,,,,,,,,,,,,,,,,,,,,,,,; · ~ ~ ~ ,~' ~CRETARY P~ESIDENT COMMON STOCK FULTON FINANCIAL CORPORATION COMMON STOCK INCORPORATED UNDER THE LAWS OF THE COMMONWEALTH OF PENNSYLVANIA _P_.A_ R VALUE Sz,~0_~ER' _SHARE THIS CER ~~ of the full-haiti and non-assessable common stock of ~ ~ FULTON FINANCIAL CORPORATION ~ ~~X transferable only on the books of the Corporation by the holder hereof in person, or by duly authorized attorney, upon the sur- ~ ' ~,,~,,'"'",,,,,,, render of this certificate properly endorsed. This certificate is not valid unless countersigned by the Transfer Agent. < ~..'~_.~1~/ ~ ~ WITNESS the facsimile seal of the Corporation and the facsimile signatures of its duly authorized officers. ~/~ '" ~ ': JUNR 21, 1990 ~ 1982 ~ Dated ~ · . ~ %, · ~,~ . SECRETARY · CHAIRMAN OF THE BOARD (~. PN£BAN< No. 5 7 3 6 2 2 7 "'"'~° PNC Bank, National Association Cashier's Check Pittsburgh. Pennsylvania Date DECEMBER 31, 2002 i Pa,/to the Orderof JOHN H. Tr. GEffFRT~Z... ~,, t ! ) I '"' ~, ffm, -Dollars ~ ~R~-CD 7600~5900 .m~. PN~ B~, National ~s~iation John H. Ilgenfritz 9 Brandywine Drive Mechanicsburg, PA. 17050-1904 January 3, 2003 Dear John H. Ilgenfritz, Thank you for the opportunity to assist with your retirement account needs. The distribution you requested has been completed. Should you have any questions regarding this transaction or any IRA matter, please contact one of our Retirement Services Specialists at 1-888-PNC-IRAS. We appreciate your business and thank you again for choosing PNC Bank. Retirement Services Specialist Enclosure(s) A Member of The PNC Financial Services Group Retirement Services P,O. Box 3499 Pittsburgh Pennsylvania 15230 www.pncbank.com EFORM120040-0400 Kelley Blue Book The Trusted Resource Blue Book ~.~rka~ ~Y~-h ~ Enter your email to get the latest i ~~'g=~.~= c=; Blue Book Used Car Retail Repo~ Xncenti~ Pennsylvania * May 23, 2003 ~uali~ ~tings ~ ~n~ship ~st My ~r's Value u~d ~r ~i~ 1991 Mercu~ Grand Marquis GS Sedan 4D Fr~ Pr~e Quo~ Buy a Us_ed Car Bu~ a UseU Car ~ Fr~e Lemon Check ~ell Your ~r Hotor~cl~~ Auto Loans from 3.99% APR ~-: ~nsurance Quot~ Finandng Znsurance Warranty .~uote Lemon Check ~. Engine: V8 5.0 Liter Payment Calculator ~ Trans: Automatic ~rRevie~ Drive: Rear Wheel Drive Find this car on eBay Hotors Car Previews Mileage: 43,000 ...... D~ion Guid~ ~ Advice ~ Equipment ~ree News~e~er Air Conditioning Tilt Wheel About ~b Power Steering AM/FM Stereo Home Power Windows Retail Value $2,805 The Kelley Blue Book Suggested Retail Value represents the amount an auto dealer might ask for a specific vehicle. The Suggested Retail Value is a starting point for negotiation therefore the actual sale price will vary. Popularity, condition, warranty, color and local market conditions will be factors involved in determining a final price. This retail value is not a trade-in or private party value. This Suggested Retail Value assumes that the vehicle has been fully reconditioned and has a clean title history. The Suggested Retail Value also allows for advertising, sale commissions, insurance and other costs of doing business as a dealer. Most vehicles being offered at this price have passed an inspection and some may carry a warranty. Get the late~t Blue Book/J~r;~et Get a Private Party Value Get Invoice & MSRP on New Cars Get Financing Before You Shop Copyright © 2003 by Kelley Blue Book Co., All Rights Reserved. May-Jun 2003 Edition. The specific information required to determine the value for this particular vehicle was supplied by the person generating this report. Vehicle valuations are opinions and may vary from vehicle to vehicle. Actual valuations will vary based upon market conditions, specifications, vehicle condition or other particular circumstances pertinent to this particular vehicle or the transaction or the parties to the transaction. This report is intended for the individual use of http://www.kbb.com/kb/ki.dll/kw.kc.urr?kbb.PA;770861 ;PA041 &17055;sed&40;Mercury;... 5/23/2003 &~642 2MECM74FSNX638396 DATE PA T~TI.ED OATE OF I,~UE ACTUAL HILEAGE 9 BRA MECHANICs .- DAUPHIN ~ OEO ~ 03~007 DAUPHIN DEPOSIT BANK TRUST 213 NARKET PO BOX 4800 SIGN ~N PRESENCE OF: A NOTARY ~.~.=, ~ the financial link=. February 19, 2003 Account # 0210185947 & 1210185947 MARK E HALBRUNER 1013 MUMMA RD SUITE 100 LEMO='rNE, PA 17043 Dear MR HALBRUNER: The following is the status of JOI-hN H ILGENFRITZ's primary account (020118S947) with PSECU as of the date of death. Joint Owner's Name RENAMED ACCOUNT 02.25.1994 IN TRUST FOR PAMELA A DAVIS AND LEE A SWILER Date Established 03.10.1983 ' Date of Death 01.25.2003 Date of Birth 08.06.1926 Share(s) Balance Accrued Dividend Regular Shares (SI) $ $.00 $ 6.91 Checking Shares (S4) 22,898.18 4.08 60 Month Cemficate-3 (50) 60,874.45 260.18 24 Month Certificate (S51) 24,471.55 50.04 12 Month Certificate (S52) 11,429.19 18.94 24 Month Certificate (S60) 28,206.82 .. 71.96 Loan(s) Balance Accrued Interest Personal Service Loan (L I) $ 0.00 $ 0.00 VISA (L9) 37.10 0.00 The dividend earned from January I, 2003 through the date of death was $412.1 I. We do not have i'afe .- deposit boxes for our members. ., PENNSYLVANIA STATE EMPLOYEES CREDIT UNION Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990. (717) 234-8484. (800) 237-7328 Mading Aac~ress: P.O. Box 67013, Harrisburg, PA 17106-7013 · (717) 777-2100 (TDD) · (800) 472-1967 (TDD) Web Address: www. Dsecu.com Savtngs fenerally msuraa up to $100,000 by tho National Croelit Union Administration. FEB-l?-2003 21:03 PNCBANK 412768 PNCBAN February ll, 2003 Gates, Halbnmer & Hatch Attorney's at Law scp Attn: Mark E Halbrunor 1013 Mumma Rd Suite 100 Lemoyne, PA 17043 RE: Estate of John H Ilgenfritz (Deceased) SSN: 201-18-5947 DOD: 01-25-2003 Dear Mr. Halbruner. In response to your request for Date of Death balances for tho customer noted above, our records show the following: Certificate of Deposit Account~31400227660 Established 05.O7-2001 JOHN H ILGENFRITZ ITF ' PAMELA DAVIS AND LEE ANN SWILER DOD balance: $18,485.08 + $25.40 accrued iaterest Correction of the established date for this Certificate of Depo.sit IRA Accounts Account #75200018277 Established 07-.22-2000 JOHN H ILGENFR1TZ DOD balance: $71,688.09 + $42.34 accrued latch:st For l~neficiar~ or IRA information please r. aH I-SgS-PNC-I~AS. Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not pr~r. ea:, any financial transactions or provide statements. If you nccd assistance wit]~ arty of these items, please call 1-S88-PNC_BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Helen A Cozad ,/J PNC Decedent Rq~rting Firsts/de Center S00 First Ave. 4* FI ClP Pimburgh PA 15219-3128 Member FDIC !-800-762- i 775 TOTAL P.O1 CAPITAL DIVISION * LANCASTER/CHESTER DIVISION DROVERS BANK DIVISION · GREAT VALLEY DIVISION (717)291-2437 February 24, 2003 Gates, Halbruner 8,: Hatch, P.C. 1013 Mumma Road Suite 100 Lemoyne, Pennsylvania 17043 Dear Mr. Halbruner: RE: John H. Ilgenfritz, deceased January 25, 2003 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: Visa # 4301731000019032, open November 1976, limit $7,500.00, " balance $-0-. Joint with Carol K. Ilgenfritz. CD # 025-0134963, open 12/10/2001, matures 12/10/2004, balance $17,163.19 and accrued interest $87.17; paying 4.02%. Titled John H. Ilgenfritz In Trust for Pamela A. Davis and Lee A. Swiler. ( opened with funds from a previously held CD titled the same which opened 11/08/1999) -' CD # 025-0175730, open 3/27/2002, matures 7/27/2003, balance $16,021.24 and accrued interest $432.72; paying 3.20%. Tiffed John H. Ilgenfritz In Trust for Pamela A. Davis and Lee A. Swiler. (opened with funds from previously held CD titled the same which opened .- 9/27/2000) The decedent also has 4,896 shares of Fulton Financial Corporate Stock in his name only. Please contact Fulton Financial Advisors at (717) 291- 2546 if you require additional stock information. If you should have any further questions, please do not hesitate to contact me. Very truly yours, Karen D. Hillegas .-., ........... ,: .~ ?urn.?2h?d as a mAt..~r of busin~>-ss ct Credit Inquiry Processor r.,o~e, rl.i~,H;~, -, ... ,....; :-!..- P © Box 4887 Lancaster, PA ]7604 www. fuli'onbonk.com 1-800-FULTON-4 ........................ [[4 ~ Main S~ree~, H~ls~o~, PA 7036 . S~ephen R. Rall, Supervisor (717) STA~~ OF ~~ ~DS ~ S~CES SE~D Ch~ ~ o~y for ~o~ items ~ you ~ or ~ ~e ~. ff we ~e ~ by ~w or by a cen~ or expl~ ~e r~n ~ ~g below. Name ' Address 'City State A. C~GE FOR SERVICES SELE~Dt Other clothing 1. PROFESSIONAL SERVICES Se~ic~ of Fune~ Director/St~f .... $~ Emb~ing ...................... $ Cremation um Other prepa~tion of ~y (D~cfiption) ~ OTHER S~-TOT~ OF PROF~SION~ SER~CES ......... Al ~ 2. FACILITIES AND SERVIC~ TOT~ ~RC~ISE SELE~D .................. B $ . Use of facifiti~ ~d se~ices for C. SPEC~ C~GES, viewing ~isitafio~e) ......... $~ Fo~ng of remMm to Use of faciHti~ and se~ic~ $_ for ~nerM ceremony ............ ~ (Fune~ Home) Use of facifiti~ ~d ~ic~ for Receiv~g of rem~ from ............... '~ ~' (Fun~ Home) Usc of ~uipmem and se~c~ l~ediate Bufi~ ................. for ~v~ide sc~ice ............. $ D~t Cremation ................. Other u~ of facilities S~TOT~ OF SPEC~. C~G~ ................ C $.. D. ~H ~V~CED S~-TOT~ OF FACILI~ES~QUIP~ ........... A2 ~, Cemete~ Equipment .............. $. 3. AUTOMOTIVE EQUIPMENT Lot ~d Deed .................... Vehicle to t~fer rem~m to Fune~ Ho~e. Newspa~r Notic~L~ ......... L~M Newspa~r Notice--Oat-of-town .... $,. Here (C~ket Coach) Telephone & Tele~ ........... Loc~ Airf~e Limousine Cler~s Offering .............. P~l~e~ ...................... L~al... $" Ce~ified Copies of the D~th F~ily c~. Ce~ificate Loc~ ........... $,. Pofice Esco~ Flower c~ or flo~ disp~ition Flowe~ Lo~. · $.~ Vault Se~ice Ch~e .. ............. Lead c~/cler~ c~ Local ~ $.. $-, LocE ........................... ~ ,., Out of town t~ation ......... S .. $ .... S~-TOT~ OF ~V~,~ ....................... D SUB-TOT~ OF A~OMOTI~ EQ~ME~ ........ A3 ~ We ch~e you for our ~ic~ ~ ~tM~ng: . TOT~ OF PROFESSION~ SERVIC~, (s~i~ c~ ~vances t~t ~:~ ~rked-up) SU~Y OF C~GE~I B. C~GE FOR MERC~IS[ SECeDe: A Prof~sion~ Schick, Fac~ti~ ~d C~ket ' (D~cfiption) '~ · Equipment, ~d Automotive ' Equipment B. Merch~dise. Other Receptacle $ C. S~ci~ Ch~ .................. (Description) D. C~h Adv~c~ ................... TOT~ OF ~L SE~'IONS ....... Out~ bufiM cont~ner ............. $.~ PAID AT TIME OF OR P~OR TO (D~cfiption) ~GEM~S ....... B~C$ D~ ....... ' ...................... ~cmo~ iold~ .................. / - ff ~F 13w, ccmctc~, or cr~ta[o~ r~cn~ h~vc r~uircd thc purch~ P~Fcr c~ ..................... I o~ ~F of thc ii~ ~[~ ~,vc ~c ~w or r~cm is cxp~n~ ~low. Bu~ clowni ................... ~d by ~c Func~ D~tor to cofle~ ~unu I owe ~oer ~ a~t. ~oz %~u my ~l~c attom~' f~, co~ c~u and o~ ~u. My ad~o~i z~c~ or ~chan~ or~ . . fo~ - 600 Revised 4/94 w.~ v~ov p~ (Co~-PANY NAME)~ 4100 J_o/~estown Ro Received from, I Dollars · LAST BALANCE $ l : For ~ ~~ Payment - . NEW BALANCE . f:':. Date __ /,/~¢./~., ~ -~ / ~ . $ 1 ".'~.~0 1 '~; O0 10.60 0.64 20.00 8.76 . 1-~ 031 SCOTTIES BEEF&REEF 710 {J. MAIN ST. ITEM: 889 MC PRE S~E. SVR: ~CCT: 5291492154379537 ~P: ~2 REoP. ~UTH/TkT 893533 ~HOUNT: $ 288.95 SUBTOTAL: $ 288.95' GRRTUITY: $~ (~RCH~ 6G~NT ~F CR~%T V~R) ~eP COP~S~ER, ~ COH=C~ST~ER THAHK YOU, ~Ea~ COME AGAIN. South Bellegrove Invoice # 3032001 Cemetery Association Date: 2-4-2003 Terms: Route 934 North Bill to: Pamela A. Davis Annville, PA 17003 1061 Lakewood Drive Harrisburg, PA 17109 Grave Opening/Closing for Cremated Remains of John H. Ilgenfritz, Jr. $400.00 TOTAL~ PAYMENT RECEIVED (CHECK #1001) ~ BALANCE DUE I $0.00 RECEIPT FOR PAYMENT ~umbe- ~and .County _ Rec!s~er Of Wills Receipt Date 2/03/2003 ~an~¥e~ and H.~qh Street ~eceipt Time 08:33:28 carlzs±e, PA I7013 ~eceipt No. 1031837 ILGENFRITZ JOHN H File Number 2003-00099 Remarks PAMELA A DAVIS AC =- ...................... Distribution Of Receipt ................. · .... Transaction Description Payment Amount Payee Name PETITION FOR PROBA 235.00 CUMBERLAND COUNTY GENERAL FUN EXTRA PAGES 30.00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 30.00 CUMBERLAND COUNTY GENERAL FUN JCP FEE 10.00 BUREAU OF RECEIPTS & CNTR M.D Check# 7925 $305.00 Total Received ......... $305 00 0Z/Z1/0324 John H [! 3&489 PZacemen* Cen*raZ Venou 459.89 350.00 25.61 02/20/03 Ad~:Hedicare Wri~eo~ 221.94- 02/20/03 PZan Paymen~:1044717 102.45- Kunkel Surgical Group :-~2TCF_ '~AME Kunke! SurgAca! Group ] FOR BILLING INQUIRIES. CALL 717-761-72~4 - I J 'NSU~NCE :'J ':S'~:,SK z=:=~S ON J ACCOUNT [LGEJ0-00 DATEOF ~ST NM/N~/N~ ~m~ =~ME~ 02/21/0~ 7-~:C:~ F _~ :C: ',SU;~NCE NUMBER PAYMENT CUE ~ATE '~-S'.'EL7 Ss: CLP~ENT OV~ ~ OV~ ~Yi O~ DAYS O~ la ~Yi ~LEASE =AY ~,S ct'S_',- TRANSACTIONS A~ER THE CLOSING DATE WILL APPEAR ON YOUR NEXT STATEMENT CImpHIIIPA 17011 ~F PAYZNG By CREDZT CARD PLEASE SEE REVERSE SZDE" FORWARDING ~E~ICE REQUES~D ~ ~ ~ ~ ~ ',tASTERCA~O ~'~ ~/~SA ~ PAY T~tS ~ Kunkei Surgical Group 890 Poplar Church Rd ;John H IIg®nfHtz g Brandywine Drive #210 '~' MECHANICSBURG PA i7050-1904 Camp Hill PA 17011 I,,,lll,,,lll,,,,,,ll,,,ll,,l,l,,l,l,l,l,ll,,,,ll,,ll,,,,l,hl h,,llh.!lh,,,i,hlh,,,,,llhh,lh,,,l,,llh,,l,h,,h,ii -:~se o'eck sox f above addressee ,s ,ncorrec,* sr ,nsurance ~'~L'~lll=hV4::l¢ll~[N;l['[e[N'eJ, lJ¢ll"' PLEASE DETACH AND RETURN TOP PORT~ON ~*il'~ ,2'~= :,.,...E? ';' rd:On "as ,;.',ar, ged. and '¢d~cate cnar*,~e(s~ on reverse s;de. f 1' PNCSAN Central PA 040 ~0,.1273~313 :,~ ~AY 'tO THE ii ' " ' · PUlmonary ancl Critical Care Meclicine Associates, P.C. 1631 N. FRONT STREET HARRISBURG, PA 17102 PULMONARY AND cRmcAL CAm~ PHONE: (717) 234-2561 MEDICINE ASSOCIATES, P.C. 1631 N. FRONT STREET )BERT C. GILROY, M.D. HARRISBURG, PA 17102 LLIAM M. ANDERSON, III, M.D. PHONE: (717) 234-2561 ANKLIN J. MYERS, III, M.D. ;HARD G. EVANS, D.O. ,tOTHY A. CLARK, M.D. /.,,. '-..,,, 4. ,*--c-^*-*~; -~_-.._-.~,._:-~_ .I I ...... I I .~rAc, ~.~s STUB RETURN WITH PAYMENT // R PAY ~l AI~OUNT APPRAISAL INVOICE BRANDYWINE DRIVE MECI U~NIC~I:I, URC~, ~'~ 1705S MCH.,O,~. CONNOI~ HAMPDEN TOWNSHIP _..2~0 s. SPORTING HILL ROAD MECHANICSBURG, PA 17055-3097 PHONE 717-761.0....~.'1.g · BILLING CODES -[~'~ DA~' CONSUMPTION AMOUNT BA- Bala~'~' ¢orward ~-~ ~ / ~ ~ C~ )O, AMOUNT PLEASE REMIT PAYMENT TO: CR- Credit ..... ~ ~ ~ ~ 7 0 ( ~AMPDEN TOWNSHIP PY ' Paymont 0 [/' 3 ~ ./0 3 - ? 0 0 0 y ' 230 S. SPORTING Ii LL ROAD AD - Adjuslm,n~ ~ S ~ 0 6 .,"' 3 0/' 0 3 ' "7 0 ~ECH~CSBURG, PA 1705~3~7 7 0 0 ~ ~ - ' PHONE 717-76]-0119 PN - Penally SW- Sewer TR - Trash IN . InlerP~l ~ PAYARI F -- - **PAID B]' [J~AF~** l~"'mm ] ~"~:~' .... " ,~, .,, ~ 70.. ?0 ~ 7"1 (. ;':'?il; 5i, ~ L' '":;: 5i [': ., 'r ' , .~ ..,< ~ ::~ .... ,-, I 1 1111 1[i ,.,J "~ ..... ~ , ~ ,, G BILLING DATE - : :': ~: ~. ~- .~' :CJ TO Place your ~d Ca~i Ctassr6ea ~ -* Tea.,,stleel Request ca, ,-. START DATE ........ , ..,~.q J ............ ;,,,,, .......... .,J~....4..,,~ .................. . . _ ~ ....~,'~,. ~u: ACC~ NAME. ':::~;;:d;~;:;:::t:.;,.,],,,:~lJ~,.;;~...........______ ~__ __ ..,_. _...~ ..... ~;: · ",: :::~: z~ :~;.~;~;;,;~..,.:z:.~--.~..~,,-,,',-,,'''-''t' -- - - .-.....~..~...~.,... : I UPON ~" ;~-~= ~~ INVOICE NO. ~ 7l =~--~ ·" '~;: ' ACuCUNT~NGDE~ARTMENT .accoum~E ~.,:-~ ... ........ H IIIIIIIIIIIIIIIt ~2~177~?¢A 171060367 ~/~ I i :~ :o,. ':,~,~.F"=g. :[~! .I.? I.!,_l..I I_ IIII IIII ..:. : ..... ~ ............ ~ .......... ,~.:** .... :...;..:...;.::.."... TIlE HOME DEPOT 412(3 · ~ ,. d;)00 CAP. L.i'~}LE P_TKE. MECH. PA I7055 ~.~ ~ ~ ~.',.~. SaLE 11 -!61 !'2:47 u,Ea7,JDz;9; LZGHT BULB ~.49 gUBTOIAL 1G. 95 16,95 TA.~ PA 6. CO0 !. 02 CASH 29 CHANGE DUE 2. 4120 J5 23698 04/05/~3 7665 ~OUR 0PZ~.~Z,:CN CCUNTS~ COMPLETE .~ ~' ,'WW.H0~E~EP,]TOPINION.CON AqD TAXES ARE iN i?SCROW. FORWARD TO MORTGAGE CC. Lo FEE FOR ADDITIONAL RECEIPfS TAXPAYER COPY BRI N DE ~RA BAS EHORE WIEST COU~ ~ C~~B MECHANICSBURG. PA 17050-2635 ~ R/E 30.69 194.88 221.06 225 · ~c ~ates ,000[0)00 .000[0500 9 BRANDYWINE DRIVE .00065600 1 .00065600 BUNKER HILLS ' LOT !18 Residential Building T~'~U~ DUE Z¢ ~id ~ ~. ~e 4/30/2003 [ 6i30/2( r,~ ~LGENFRITZ. JOHN H ~ B~U ~R ~l~ ~ FiL~G OF A L[~ AGAIN; MECHANICSBURG PA 17050 :rr~c~ MON & WED 9-5 OR BY APPOINTMENT iq)i'r'~; ALSO OPEN APRIL 29. 6-SPM CLOSED MAY 7 AND HOLIDAYS PHONE: ( 71 7)697-1294 Return Bill wi~ Pa~e~. F~ a R~, ~ ~ Addre~ Stam~ Em ~{2 ['V i C e l'm.,t~.nl Rccei:'ed Mar 17 - Than~ }',,u.' Billing Details ~l~ n ~ (~M,'r~ r7 Ilalance as or Mar 21, 2003 Cnrrenl Charges {'lmrges lin- - PPI. El.E( "i'R 1 (' I ITl l.lTl Rcsidenlial Rale: I{S Ibr Fcb 2t - Nl~lr 21 i)islrilmlion (]large: Customer Charee Pi'l. l(lcclriv I~lililirs 2{t) KWtl al I.~9(~)OI)()Uc per K%."I I 3.50 ('lJSlOlll{'r St'l'sicr ({~1 KWI ! 111 1.594()UU(1()¢ per KWII S'' l lauxman Rd. ~{ ' ' . -- ' -' 1,, ~n K% Il al 1.47Z ()(~)0¢ ix, r K~Vtl Allcnlown. I>A Transmission Charge: 18 tO4-~}392 2.50t, KWI l at ([3770UI)Otk. pcr K~k'l I I -~o{~-342 -577~ · 'l'~ansi ,,, {'bar,,c. ~xx~.w.pplweh.com 2t)O KXVI fat q.~590000{)c ix~r KWll 3.12 ~l KWll al 1.384000(~0¢ pcr KWII 1.7% KWI! al 1.278UO000k per KX~ ii 22.o5 (k'ncralkm ( 'hat,c: c'agacilv and [~nergv ea~ KWI[ al ,I.359(~()iIOD¢ per I~X~ tl Z~. 15 , 1.,O~ KWII at 3.908U( }(1{) )c i)~r K~N!I 71 1.;~ l'ax ,:~djHnlHlt'~ll Surcharge a l._,:,, '~ .... , , 2.< , 'lk,lal Pl'l. l-] .li('['RI(' I YI'II.I'I'II.~S ('h;,'z,n Yuur J3udgcl Plan Anlollnl S 121., ( Olher ('harges fin' PPi. l"ieclHc JIlJlitJc~ l~ud~cl Sclllomcnl hlMaJJmcnl Antotm{ l.I.7.1 'l~md of ()lher Charges S 14.74 [,'Alflomalic Bill Payment on Apr 14, 2(}lk~ $135.74] Account Bahmce $ 135.74 {;cneral Budget Summar,v: J111 ['0 r !11 II tio il Wi: bi[lcd you ' Includin~ fl~is bill, you tinct[ 7(t4 ~,ll ~,f' .lbOlll ' , , . ' ' . , . . · . t ICC5 ilIIU 5t'B'ICCS. i/lc {'C(It'[H[ J'.llurck [(C2lllill(}rv*('OIillllisSiOll rcuul h'ansmi~siun prices alld se~x.'iccs. ' .... - !'!'I. [ilcclric [llilitics tlht,s ab(n,l 511 .,,7, ,J, 0lib hill lQ pay add/lion. ;d*t>hl $5.32 of lifts bill payb IIw I.X ( irons l{cct(ipls T,x. ~,)~, p~[ .,~agc. qq?gc apl~p,vcu ,,v Iht l'~dStic I;~ilitv ('omtn~>7~/~;~/~vhi,-h I I I I'.t'CIFt' tjhlllleSCO t't'lN 'N-' ,t 11 t f )pI ];h;-tr;, IT,' , · ' .... > , - - - . .U.,,~C ~ IIIlllCS If;IllS Ih ]kHld ( OIIIpiIIIV [.l_( illld whtch Iha/c',~lll[XlllV tisch ttI hOn.'itu drbt inctlrrcd Io rccl~vcr a pOF~lOIl,Of PPI. l-ZRlric [ Itilitica"slrmldcd ct*sis. 'ilK' gross Ste,ehen R. Hail, Superv*sor ~ ~4 West Ma/n Street · Hummelstown, PA z7o$6 Phone: 7x7-566:o4~ x Statement of Services and Merchandise March 24, 2003 Mrs. Lee A. Swiler 5229 Eton Place Mechanicsburg, PA 17055 Services for: John H. Iigenfritz, Jr. Date of Death: January 25, 2003 Professional Setwices for a Memorial Service ............................................................. $ 830.00 Cash Advances Flowers .................................................................- .... $174.22 Obituary Notices (Harrisburg) ....................................... $ 48.10 Clerg3' Honorarium .~ .................................................. $100.00 Weekend Fee .......................................... ~ ................. $ 230.00 Register Book ............................................................ $ 40.00 Subtotal Cash Advances ................................................ :.. $ 612.32 Total Due $1442.32 Less Check #006, 03/20/03 ..$1220.00 Balance Due -- $ 222.32 Please remit by April 11, 2003 OC;5 2002 TAX RETURN FILING INSTRUCTIONS PENNSYLVANIA INCOME TAX RETURN FOR THE YEAR ENDING [~E..C..E..M.B.~..R.... 3...1.. ,... _.2.Q Q..2. Prepared for JOHN H. ILGENFRITZ ESTATE 1061 LAKEWOOD DR. HARRISBURG, PA 17109 Prepared by KERN AND COMPANY, P.C. 2331 MARKET STREET CAMP HILL, PA 17011 Amount of tax Total tax $ ....... 5.2..7.. Less: payments and credits $ ...... 5...0.0.' Plus: interest and penalties $ 0 · BALANCE DUE $ .......................... 2..7.. Miscellaneous Donations $ 0 Overpayment Credited to your estimated tax $ .................................... ~j' I Refunded to you $ 0 Make check PA DEPARTMENT OF REVENUE payable to Mail tax return PA DEPARTMENT OF REVENUE and check (if PAYMENT ENCLOSED " applicable) to 1 REVENUE PLACE HARRISBURG, PA 17129-0001 Return must be mailed on APRIL 15, 2003 or before Special InStructions THE RETURN SHOULD BE SIGNED AND DATED.. ENCLOSE FORM PA-V WITH THE RETURN. DO NOT ATTACH PAYMENT OR FORM PA-V TO THE RETURN. INCLUDE YOUR SOCIAL SECURITY NUMBER AND THE WORDS "2002 PA TAX" ON YOUR CHECK. 200081 05-01-02 2002 TAX RETURN FILING INSTRUCTIONS U.S. INDIVIDUAL INCOME TAX RETURN FOR THE YEAR ENDING Prepared for JOHN H. ILGENFRITZ ESTATE 1061 LAKEWOOD DR. HARRISBURG, PA 17109 Prepared by KERN AND COMPANY, P.C. 2331 MARKET STREET CAMP HILL, PA 17011 Amount of tax Total tax $ Less: payments and credits $ ......... Plus: interest and penalties $ .. .. OVERPAYMENT $ ........... 3.6.~. Miscellaneous Donations $ 0 Refunded to you $ 3 6 6 Make check NOT APPLICABLE payable to Mail tax return and check (if INTERNAL REVENUE SERVICE CENTER applicable) to PHILADELPHIA, PA 19255-0002 Return must be mailed on orbefore APRIL 15, 2003 Special Instructions THE RETURN SHOULD BE SIGNED AND DATED. 200081 05-01-02 2331 Market Street Camp, Hill. PA 17011 KI~RN AND COMPANY, PC ' = .,: =: 717.763.1S81 FAX ~ern~apanctwore. com John H. Ilgenfritz Estate c/o Pam Davis 1061 Lakewood Drive Harrisburg, PA 17109 April 15, 2003 Billing Statement Page For Professional Services Rendered: In connection with the preparation of personal income tax returns for the year 2002. 233.50 Total Current Charges 233. No Payments Received This Period 0. Amount Due This Bill $233. q=:':'- u-'-'-"':;~: '~ ~': '_-::--~?' '~--~-_~.-?~ ~ :--_.-_-~.-~-.: ~.L..-_'-?_ !, PNCBAN !i! PNC Ban~ N.,-L ii Cemnd PA 040 ,..~ PAY TO THE ~ I$ ESTATE OF ;i; FOR · ':0 5 ~, % i, 2 ? -]P,m: SO0 L l, RqqP, r=,' Account 717097817159038 k' ' Page 2 of ' ver z .. This information ~,s re, quire, d by the Public Utility Commission. "Basic" service includes the line charge, local callin9 and TOUCH TONE service ~c~her Guardian and does not include toll servIces. Non-payment of any past due basic charges could result in suspension of your local service after you receive a separate written statement. Past Due Current Totals Ba lances Charges BASIC $. 00 $15.54 $15.54 TOLL $.00 $1.72* $1.72 NON- BASIC $. 00 $. 00' $. 00 TOTALS $. 00 $17.26 $17.26 The following pages provide additional details. * (Includes ~erizon and other service provider(s) charges.) Summary of your account Charges from last month Amount of your last bill .............. $15.56 Amount you paid through Feb 21 ...... -15.56 Amount you still owe ............ · .................. $.00 Charges for this month Our charges ' $17.26 Call 1 800-660-7111 if ~ have a question Total for this month ..... Date Mar 18 ......... $17.26 Total amount due $17.26 A late payment charge of 1.25% may ap, ply to any balance carried forward to next month s bill. Manage your account online at www. verizon, com For Spanish speaking customers: Si usted no entiende O tiene alguna pregunta sobre esta factura I lame al 1 800-479-0305. Preguntas sobre pagos o arreglos de pa9o Ilame al 1 800-834-0709. Account 717 697 8171 590 38Y Page 4 of 4 verlTon Please check: the Customer Guide -- Regional Calling Pages of your telephone directory for discount information. Thank you for choosing a ~/erizon Sensible Choices" calling plan. Total tot our charges $11.26 Payment arrangements or payment information? In Pa. call toll free 1 800-464-0820; out of Pa. call 1 800-464-0820. All other calls or questions, in Pa. call toll free 1 800-660-7111; out of Pa. call 1 800- 660- 2215. (Included on this portion of you? bill is approximately $ .94 for Pa. taxes on utilities. J For Your Informatioq PRODUCT NAME CHANGES Verizon off. ers a variety of packages to meet your needs. Local Package Premium wi~l be changing its name to Local PacKage, Local Package- Premium Metropolitan will change to Local Package Metropolitan, and SoundDeal Plus will become Local and Toll Package. These packages will continue to offer you the same great services at the same price, the change is in name only. [f you would like to find out more about our packages and bundles please call your local business office. If you have a billing question or complaint, please call or w~'ite to your Representative before the payment due date The numb included on the "Summary ~ v .... ^ ........ ' . er to call is n ,. ~ .......... . v..vu. ~coun[ page. YOU may write r.u. ~ox UbUb, Philadelphia, PA 19173-0001. - RESIDENCE CUSTOMERS: You can obtain a rate schedule, an explanation of' how to verify the accuracy of your bill and an explanation of various charges, if necessary, by calling your Service Representative or writing to t,h,e aboye address, You can also find rate and _service information in the Customer Guide" pages located in the front of your telephone d i rectory. 00024069516460000000000001170014 PO BOX 578 F.'[I[~[I]I/A~ilI~VI/,~I~t~II 24- 0695164- 6 ALTON, IL 62002~578 AMOUNT DUE $11,70 For So.ice To: 9 Brand~ine Dr DUE DATE Mar ~0, 2003 ELE~ON~ AMOUNT PAID PAYMEm 000020490 01 AC 0.275 :~u~ '~l I,,,llh,,llh,,,hhlh,,,,,llhh,lh,,,h,llh,,hh,,h,II a~[~=~.~..i.~,] r~,[,],~ ,,~,li 9 Brand~ine Dr Pennsylvania-American Water Co Mechanicsburg PA 17050-1904 PO Box 371412 Pi~sburgh, Pa. 15250-7412 I,,,11,1.1,,,I,1,1,1,11,,,I,,,I,1,,I,,,11,,I,1,,11,1 -~ Pl~. se. check here ~ add H20-Help to Other~ conefb~Jon to your mon~fy or ro change your aocress or telephone number, and print informa~on on reverse side. Customer Account Information Billing Summary For Service To: John Ilgenfritz Prior Balanc= 9 Brandywine Dr Balance from lastbill ~ 12.76 Account Number: 24-0695164-6 Payments p#or to Feb 28, 2003. Thanks! - 12.7 6 Premise Number: 24-0408645 Total prior balance, Feb 28, 2003 .00 . . Current Water Charges Billing PeriOd & Meter Information Service Charge lO. 50 ...... Billing Date: Feb 28, 2003 Water Volume ($.005277x 200) 1.06 Billing Period: Jan 28 to Feb 26 (29 days) STAS PAWC Water 0.07% .01 Next reading on/about: Mar 27, 2003 DSI - PAWC Charge 1.12% .13 Rate Type: Residential Total water chlrgel, Feb 28, 2003 ll. 70 Meter readings in current billing period: AMOUNT DUE :~ ll. 70I Meter Number N040168850 is a 5/8-inch meter. Present-actual 16~100 Do not ~end paymom. Total Amount Due atill be de¢;ucted Last-actual 163900 from your bank account on Mar 20, 2003 Gallons used 200 Electric ::.. I 95940-73005 Utilities ~ u.w~.=,~.~.,~= Electric Summary Page ServiceBalance as of Feb 24, 2003 $ 0.00 Char~es: For: Total"PPL ELECTRIC UTILITIES Charges $135.74 JOHN H ILGENFRITZ 9 BRANDYWINE DR Total Charges $135.74 MECIIANICSBURG Pa 17050 Estinmted Bill Account Balance $135.74 l~uestions about ~ is bill? Please contact us by Mar 12 at 1-800-342-5775 or write to: Customer Service 827 Hausman Rd. Allentown, PA 18104-9392 www.pplweb.com Electric Kw.- Average Per Day Meter Readin~ Informatiou Use lO2 Meter #38451438I This graph shows 85 Feb 21 Estimated 74766 Jan 22 Actual 73005 your electric use 30 Days KWH Billed ~ over thc last 13 68 I Average - Feb 2002 2003 months. 51 .1 Temperature 39F 25F Types of ' I Meter Readings: 34!]] ! lift. KWH Per Day 59 59 Yearly Use:. Total Average Use Monthly Actual I 17 Mar 2001 - Feb 2002 17079 1423 Estimated ['--1 0 IIl~ Mar 2002 - Feb 2003 18655 1555 Customer [~ I I I I I I I I I FMAMJ JASOND F 2002 Months 2003 Other important information on back -~ I 95940-73005 Auto Pay h,,llh,,llh,,,hhll, ..... Ilhh,lh,,,h,lll,,,I,h,,I,,ll JOHN H I LGENFRITZ PPL ELECTRIC UTILITIES 9 BRANDYgINE DR 2 NORTH9TH STREET RPC-GENNI HECHANICSBUR6 PA 17050 -1906 AI-I.~NTOWNPA 18101-1175 I 4600001357460000135743 9S94073005 ""L Electric . 95940-73005 Utilities ' ' Uae when catlhl~ (x wdt~lg Electric ro s,o, Lmt BiU $135.74 Service P~ment Received Feb 12 - Thank You! $135.74 Billing DetaUs For: ~o~ ~ ~LO~Z B~ce m of Feb 24, 2~ $ 0.00 9 B~D~NE DR M~ICSBURG PA 170~ Current Charges C~ for - PPL ELE~C ~LITI~ ~t~ B~ Resi~nti~ Rate: RS for J~ 22 - Feb 21 Distribution ~wge: ~stomer ~e 6.47 PPL ~e~dc U~fi~ 2~ K~ m 1.79~e ~r ~H 3.59 Customer Se~ice ~ K~ at 1.59~e ~r K~ 9.56 827 Hausman Rd. 961 KWH at 1.472~¢ ~r KWH 14.15 Allemown, PA Tr~mi~ion ~e: 181~-9392 1,761 KWH at ~377~ ~r KWH 6.~ 1-8~-342-$7~5 Tr~nsltion ~e: m.pp~we~.mm 2~ [~ at~.55~e ~r ~H 3.12 ~ ~wn at 1.38~¢ ~r KWH 8.30 961 ~H at 1.278~¢ ~r ~H 12.~ ~neration ~ge: Capacity ~d Energy ~ ~ at ~.g~g~¢ ~r K~ . 9.92 ~ ~,~ at ~.~5~e ~r K~ 26.15 m ~wm at 3.~8~¢ ~r KWH 38.42 PA T~ Adjustment Surch~ge at 1.2~% 1.75 Tot~ PPL ELE~IC ~LI~ ~ges $1~.35 Your Budget PI~ ~ount $121.~ Other C~es for PPL ~ec~c Budget ~ttlement Instalment ~ount 14.74 Tot~ of Other ~ges $14.74 Accent ~ce $135.74 General Bud~t Su .mmv: Information we reed you $363.00 Including this bill, you used 504.13 After this payment, your b. udget is behind $141.13 Next meter and $14.74remains t'rom last year's Budget Plan settlement. reading off or about Mar 21 Generation prices and char~es are set by the electric generation supplier you have chosen. The Pubric Utility Commission reRuiates distrilSution prices and services. The Federal Energy RegulatoryT?ommission regulates transmission prices and services. PPL Electric Utilities uses about $11.97 of this bill to pay. state taxes. In addition, about $5.32 of this bill pays the PA Gross Receipts Tax. ffTh~ee Tr,apsi,ti,on Charge in. cl?d. es an, Int. angibl.e Transition Char.ee ¢IT~C) and appncame gross recetpts tax wnicl~ toRetl~er amount to $19.55. 'Die ITC ~ p~,r usage, c.C..ar, ge apE.roved by the Public Utility Commission which rrt. t:lectnc Utll~hes collects as .agent tbr PPL Electric Utilities Transition Bond Company LLC and which d/at company uses to service debt iucurred to re.cover a pqrtion of PPL Electric Utilities' stranded costs. The gross receipts tax, which is collected for the Commonwealth of Pennsylvania, is equal to 4.4% of the ITC. - mcost. ACCOUNT .ATE TOTAL NUMBER DUE AMOUNT DUE 09547 197510-01-4 ON RECPT $4.80 JOHN H. ILGENFRITZ How to reach us... How to reach us: For service at: 3800 Trindle Rd, Suite B 9 BRANDYWINE DR Camp Hill, PA 17011 MECHANICSBURG PA 17050 (717)540-8900 Telephone Customer Service 24 hours a day, seven days a week Summary of Charges Billed from 01123/03 to 01/27/03 Previous Balance 36;93 Payments (includes payments received by 01/30/03) 36~93 cr Monthly Services 4.51 Taxes & Fees 0.29 .. ~ ~.~l~?, ~) ~'~ ~'/~~/~ ,otalDue $4.80 ~ \ D~-b 5"~ , Detail of Charges on b:ck News from Comcast ' If your bill reflects a credit balance of $1.00 or over, a refund will be sent to you automatically. If the credit is under $1.00, please return the notice to us or call the Customer Service Telephone number in the upper right comer of your bill. r¥$ 8.1'Pool$, Irlc. INVOICE if 04/23/2003 !",-~';ROU.',D .~BOVE ~R~)L'~D P~)~)[.~ 205276 ILGENFRITZ, JOHN ILGENFRITZ, JOHN 9 BRANDWINE DRIVE 9 BRANDWINE DRIVE MECHANICSBURG PA 17050 MECHANICSBURG PA 17050 t ~:( H. N[ MBER ~ ~}RDER DATE , DATE XT~ I'ERMS EES' ' RB ILGENFRI ~04/14/2003 04/~/2003 Net: 15 II EM x',}. [ DESCRIPTION ['MI' C iSERVICE CALL CHARGE EA 1 ~.00 SKSPX108~Z~ PT SKIM DIV~TAP~CREW ~EA~ ICOULD NOT PUT LINER BACK INTO 1.~0 3.80 0.00 0.00 ~COPING DUE TO AG~ OF LINER. 0.00 0.00 IDRILLED OUT D-VALVE BCREW~. 0.00 0.00 ]GRANULAR CHLORINE, cHLORINE I TflBLE/8 fiND DE DO~DER ON ~LE ! I i 1MPORT~LNT: PAWl' i)[.'E IL~NCES .~E SUBJECT TO I ','f~ PER MONTH INTEREST [ ~II'H A S2.,~O MINIML'3f.~PLIC.~LE. ' TOT~ ~ 83.30 ' X 36' BREC[RNCrystal Pool~, AR: 1976 Elizabethtown, PA (717) 534-1837 PNCBAN~ ~1 ~313 Harrisburg, PA 17106-7013 (800) 237-7328" website - http:/, ./ww. psecu.com ]lllWJl1,111Plqllill~lillll,][,¥1q;~l~iJil[,]ll GET YOUR FREE CREDIT REPORT! SEE YOUR CREDIT RATING AND LEARN HOld YOU CAN IHPROVE IT. VISIT Nldld. PSECU.COH FOR DETAILS. h,,llh,,I,,,llll,,,hh,,hh,,Ih,,,Ihlh,lh,,hh,h,hl ,,o,N~r owHEn JOHN H ILGENFRITZ OZOIXXXXXX CIO PAHELA A DAVIS 1061 LAKEldOOD DR HARRISBURG PA 17109-5316 0~010~0~5005 PAGE I FINANCE CHN:I~E 04/01 IB 01 REGULAR SHARES BEGINNING BALANCE 12.22 0~/50 PAYHENT: DIVIDEND 1.000~ 0.01 1Z.Z$ ANNUAL PERCENTAGE YIELD EARNED 1.00% FROH 0r~/01/05 THROUGH :~: :: ~ :~ :: :.:~ s[~ oN?:~v ::~Z ~zZ ?: ~ :~ ~:: 0~/01 Xn O~ CHECKING SEGZNNZNG BALANCE 837.09 0~/~ NZTHDRANAL DIRECT DEPOSIT VERSION 15,5~- 8~1.55 .......................... : ................................ ~:.:::E~:: 8X~:::::~:.:.:: 0~/15 PAYNENT: DIRECT DEPOSIT FULTON FINANCIAL 73~.~0 I~ZO.Z1 ~E: DZVZ~S ZD~ 1ZSZ195~9 Oq/ZZ N[THDRANAL DZRECT DEPOSLT PANC 11.70- 1~08.51 BASED ON AVERAGE DAILY BALANCE OF 0~/50 ENDING BALANCE 1~08.98 DIVIDEND YTD~ YEAR TO DATE 7.5~ ~OZOZ85 RITIERS IRUI: VAL~ IIAHDIqlARI: RIII'£RS IRLIE VNI~ H~ff' ~CH~ICS~G PA I 7~5 ~C~[C~G PA I Z~ ~/14/0:] 15:~/ IINJ~j[]~ 04/14/03 13:~ ~(~(~8 J~k a 2 of ~ J~k R [t~ Oty Price ~1 I t~ 0 ty Pr i~:e Am~t 2874~ 1 14.99 ~ 2874~ 1 14.~ 14,~ I/2X8 NALL FAt~EI I/2X8 ~[. FA~ 6557~ 1 2.19 2.19 6~71 I 1.69 I.~9 3/4X2' N ~RO C~ It~ 1/2~ TEFL~ 231~3 i 0.34N 0.34 3/4 ~I~ t/SI~ ~total 16.~ ~ ~S[ ~[CE EVERY~AY~ Sa}~ [~ 1.01 [otal ~m 17.69 2~ 1 16.99 16.~ 1/2X1~ N~L FA~T Sales T~ 0.~ SA~AY· 8~ ~5:~ total ~ ~ ~ ~AY 10:~ TO ~ ~AY FRIDAY 8:~ lO 6:~H SAT~AY 8:~ TO 5:~ COMMONW"ALTH Of PENNSYLVANIA DEPARTMENT OF REVENUE REVol 162 EX(11-96) BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002462 HALBRUNER MARK E ESQUIRE 103 MUMMA ROAD SUITE 100 LEMOYNE, PA 17043-1144 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold 101 I $20,000.00 ESTATE INFORMATION: SSN: 201-18-5947 J FILE NUMBER: 2103-0099 DECEDENT NAME: ILGENFRITZ JOHN H DATE OF PAYMENT: 04/17/2003 POSTMARK DATE: 04/16/2003 COUNTY: CUMBERLAND DATE OF DEATH: 01/25/2003 · TOTAL AMOUNT PAID: $20,000.00 REMARKS: PAMELA A DAVIS & LEE A SWlLER C/O MARK E HALBRUNER ESQUIRE CHECK#013 INITIALS: SK SEAL RECEIVED BY: DONNA M. OTTO~ -' DEPUTY REGISTER OF WILLS TAXPAYER Register'of Wills Cumberland County,, ennsylvania INVENTORY Estate of JOHN H. ILGENFRITZ No. also known as JOHN H. ILGENFRITZ, JR. Date of Death 01/25/2003 Deceased Social Security No. 201-18-5947 Pamela A. Davis and Lee A, Swiler, Co-Executrices 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 al! 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, lANe verify that the statements made in this Inventory are true and correct. INVe understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falisificetion to authorities. Personal Representative Name of Gates, Halbruner & Hatch, PC _~..) Attorney: Mark E. Halbruner, Esq. . Address: 1013 Mumma Road, Suite 100 Dated: May 28, 2003 Lemoyne~ PA 17043 Telephone: {717) 731-9600 Description Value 1. Residence at 9 Brandywine Dr., Mechanicsburg, PA 137,000.00 2. 4,896 Sh. Fulton Financial Corp @ $18.08/share 88,519.68 3. PNC Bank Cashier's Check #5736227 (2002 IRA Distribution) 2,729.30 4. Internal Revenue Service (2002 Income Tax Refund) 366.00 5. 1991 Mercury Grand Marquis Sedan Automobile 2,805.00 6. Household and Personal Property 1,000.00 Attach Additional Sheets if necessa~) Total $232,053.98 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the electio~ of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Register of Wills Cumberland County, Pennsylvania INVENTORY Estate of JOHN H. ILGENFRITZ No. [;~1- 0 3 - C'[O~ also known as JOHN H. ILGENFRITZ, JR. Date of Death 01/25/2003 Deceased Social Security No. 201-18-5947 Pamela A. Davis and Lee A. Swiler, Co-Executrices 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/VVe verify that the statements made in this Inventory are true and correct. INVe understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falisification to authorities. Personal Representative Name of Gates, Halbruner & Hatch, PC Attorney: Mark E. Halbruner, Esq. · I.D. No: 66737 Address: 1013 Mumma Road, Suite 100 Dated: May 28, 2003 Lemoyne, PA 17043 Telephone: (717) 731-9600 Description Value 1. Residence at 9 Brandywine Dr., Mechanicsburg, PA 137,000.00 2. 4,896 Sh. Fulton Financial Corp @ $18.08/share 88,519.68 3. PNC Bank Cashier's Check #5736227 (2002 IRA Distribution) 2,729.30 4. Internal Revenue Service (2002 Income Tax Refund) 366.00 5. 1991 Mercury Grand Marquis Sedan Automobile 2,805.00 6. Household and Personal Property := ~2 ~ ,~0~ ~ ~: 1~ .... .00 Attach Additional Sheets if necessary) Total $232,053.98 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the electio~ of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. CONHONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTNENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISENENT, ALLO#ANCE OR DISALLO#ANCE OF DEDUCTIONS AND ASSESSNENT OF TAX REV-1E4?EXAFP(01-1$) ~. ~! DATE 07-28-2005 i~ i ESTATE OF ILGENFRITZ JOHN H DATE OF DEATH 01-25-2005 FILE NUHBER 21 05-0099 '03 JUL 28 A? :2~OUNTY CUHSERLAND HARK E HAL~RUNER ESQ ACN 101 GATES ETAL Amoun~ Remi~ad 1015 HUHNA RD STE 100 LEHOYNE PA 170~'!T~!~ HAKE CHECK PAYABLE AND RENZT PAYNENT TO= REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE Im~ RETAIN LOWER PORTION FOR YOUR RECORDS REV-15~7 EX AFP (01-03) NOTICE OF ~NHERZTANCE TAX APPRAZSEHENT, ALLOWANCE OR D;SALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF ILGENFRITZ JOHN H FILE NO. 21 05-0099 ACN 101 DATE 07-28-2005 TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~a (Schedule A) (1) 157~000.00 NOTE: To insure proper 2. S~ocks and Bonds (Schedule B) (2) 88;519.68 cred1~ ~o your account, $. Closely Held S~ock/Par~nership In~aras~ (Schedule C) ($) .00 subei~ ~he upper portion ~. Nor*gages/No,es Receivable (Schedule D) (~) .00 of *his form ~i*h your 5. Cash/Bank Deposi~s/Nisc. Personal Proper~y (Schedule E) (S) ~;900.50 ~ax payment. 6. Jointly O~nad Proper~y (Schedule F) (6) 200; 5~1.8~ 7. Transfers (Schedule G) (7} 71; 750. 8. To'al Asse~s (8) 50~,662.Z5 APPROVED DEDUCT/ONS AND EXENPTZONS: 9,581.50 9. Funeral Expensas/Adm. Cos~s/Nisc. Expenses (Schedule H) (9) 10. Deb~s/Hor~gege Liabili~ies/Lians (Schedule I) (10) 508.85 11. Total Deductions (11) 12. Na~ Value of Tax Ra~urn (12) R9q,771.90 15. Char/~abla/Governmen*al Bequests; Non-elected 9115 Trusts (Schedule J) (15) .00 1~. Ne~ Value of Es*a~e Sub~ac~ ~o Tax (lq) q9~,771.90 NOTE: Zf an assessment ~as lssued 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: 15. Amoun~ of Line 1~ a* Spousal ra~e (15) .00 X 00 = .00 16. Amoun~ of Line lq ~axable a~ Lineal/Class A ra~e (16). ~9~,771.90 X 0~5 = 22,26~.7~ 17. Amoun~ of Line 1~ a~ Sibling ra~e (17) .00 x 12 = .00 18. Aeoun~ of Line 1~ ~axable a~ Collateral/Class B ra~e (18) .00 X 15 = .00 19. Principal Tax Due (19)= ZZ,ZGq.7~ TAX CREDITS: PAYMENT R~C~ZPT DISCOUNT (+) ANOUNT PAID DATE NUNBER INTEREST/PEN PAID (-) 01-16-2005 CD002162 1,052.65 20,000.00 05-50-2005 CDOOZ625 .00 1,26~.7~ TOTAL TAX CREDIT ] 22,317.37 DALANCE OF TAX DUEI 52.65CR INTEREST AND PEN. .00 TOTAL DUE 52.63CR IF PATD AFTER DATE TNDTCATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT TS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. } RESERVATION: Estates of decedents dying on or before December 1Z, 198Z -- if any future interest in the estate is transferred Jn possession or enjoyment to Class B (collataral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the 1aclu1 Class 6 (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (TZ P.S. Section 9140). PAYHENT: Detach the top portion of this Notice end submit with your payment to the Register of Nills printed on the reverse side. --Hake check or money order payable to: REGZG?ER OF NILLS, AGENT REFUND (CR): A refund of a tax credit, which ems not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Nills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with specie1 hearing and / or speaking needs: 1-600-447-30Z0 (TT only). OBJECTIONS: Any party in interest not satisfied eith the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object eithin sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z61021, Harrisburg, PA 171ZG-lOZ1, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADHIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in ~riting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Revise Unit, Dept. 260601, Harrisburg, PA 171Z6-0601 Phone (717) 787-6505. See page 5 of the booklet 'Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid ~ithin three (3) calender months after the decedent's death, e five percent (5~) discount of the tax paid is allowed. PENALTY: The 15~ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 16, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same tiaa period as you ~auld appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes ehich became delinquent before January 1, 196Z bear interest et the rate of six (6~) percent per annum calculated at a daily rata of .000164. All taxes ~hich became delinquent on and after January 1, 196Z will bear interest at a rate which will vary free calendar year to calender year eith that rata announced by the PA Department of Revenue. The applicable interest rates for 196Z through ZOO3 are: Interest Daily Interest Daily Interest Daily Year Rata Factor Year Rate Factor Year Rate Factor 196Z ZO~ .000546 1957 9~ .000247 1999 7~ .00019Z 1963 16Z .000436 1966-1991 11~ .000301 ZOO0 5~ .000219 1964 11~ .000301 199Z 9~ .000Z47 2001 9~ .000Z47 1965 13~ .000356 1993-1994 7Z .00019Z ZOOZ 6~ .000164 1966 10~ .000Z74 1995-1996 9~ .000Z47 ZOO3 5~ .000137 --Interest is calculated as folloes: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAY6 DELZNQUENT X DA/C¥ ZNTEREST FACTOR --Any Notice issued after the tax becomes delinquent ail1 reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date sheen on the Notice, additional interest must be calculated. COHHONNEALTH OF PENNSYLVANZA BUREAU OF INDIVIDUAL TAXES DEPARTHENT OF REVENUE INHERITANCE TAX DZVZSZO# DEPT. Z8060! INHERITANCE TAX HARRISBURG, PA 171Z8-060! STATEHENT OF ACCOUNT RE¥-i~O? EX AFP DATE 08-Z5-Z005 ESTATE OF ILGENFRITZ JOHN H DATE OF DEATH 01-Z5-2005 FILE NUNDER Z1 05-0099 ~_,~ ,. ~,i~ ~!?COUNTY CUHBERLAND HARK E HALBRUNER ESQ ACH 101 GATES ETAL Amount Reei~ed I 1015 HUHHA RD STE 100 ~. LEHOYNE PA 170~ I HAKE CHECK PAYABLE AND REHZT PAYNENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~o your account, subei~ ~he upper por~on of ~h~s fore w~h your ~ax payment. CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS REV-1607 EX AFP (01-03) ~ ZNHERZTANCE TAX STATEHENT OF ACCOUNT ESTATE OF ILGENFRITZ JOHN H FILE NO. 21 05-0099 ACN 101 DATE 08-Z5-Z005 THIS STATENENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NANED ESTATE. SHOWN BELOW ZSA SUNHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYNENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 07-28-2005 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... Z2,Z6R.7~ PAYHENTS (TAX CREDITS): PAYHENT RECEIPT DISCOUNT (+) DATE NUHBER INTEREST/PEN PAID (-) AHOUNT PAID 0~-16-2005 CD002~62 1,052.65 20,000.00 05-30-2005 CD002625 .00 1,26~.7~ 08-11-2005 REFUND .00 52.65- TOTAL TAX CREDTT ZZ,Z6R.7~ BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE., SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL TNTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYNENT TS REI~UIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FeRN FOR INSTRUCTIONS. PAYHENT: Detach the top portion of this Notice and submit aith your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGZSTER OF #ZLLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: CONNON#EALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, Nhich Nas not requested on the Tax Return, may be requested by completing an 'Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at the Office of the Register of N[lls, any of the 13 Revenue District Offices or from the Department's Z4-hour ensaering service for forms ordering: 1-800-361-Z0500 services for taxpayers aith special hearing and / or speaking needs: 1-800-447-3010 (TT on[y). REPLY TO: Questions regarding errors contained an this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment RavieN Unit, Dept. 180601, Harrisburg, PA 17118-0601, phone (717) 787-6505. DZSCOUNT: Zf any tax due is paid within three (3) caLendar months after the decedent'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. 1~NTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day free the date of death, to the date of payment. Taxes Nhich became delinquent before January l, 1981 bear interest at the rate of six (61) percent par annum calculated at a daily rate of .090164. AL[ taxes Nhich became delinquent on and after January 1, 1981 will bear interest at a rate Nhich Nil! vary from caLendar year to calendar year Nith that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO3 are: Xntarest Daily Xnterest Daily [nterest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 lOX .000548 1987 91 . O00147 1999 71 .000191 1983 161 .00043B 1988-1991 111 .000301 2000 81 .000219 1984 XXZ .000301 199Z 91 .000147 200X 92. .000247 1985 137. .000556 1993-1994 71 .000192 ZOOZ 61 .000164 1986 102 .000274 1995-1998 97. .ODOZ47 2003 57. .000137 --Interest is calculated as folloNs: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELZN~UENT X DA/L¥ /NTEREST FACTOR --Any Notice issued a'?ter the tax becomes delinquent Nil1 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. PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE FORM 6.12 YEARLY UNTIL COMPLETION. STATUS REPORT UNDER RULE 6.12 Name of Decedent: John H. Ilgenfritz aka John H. Ilgenfritz, Jr. Date of Death: January 25, 2003 Will No.: 21-2003-0099 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 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: N/A 3. If the answer to No. 1 is yes, state the following: A. Did the personal representative file a final account with the court? No B. The separate Orphans' Court No. (if any) for the personal representative's account is: None C. Did the personal representative state an account informally to the parties in interest? Yes D. Copies of receipts, releases, j oinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Date: December_z7, 2004 . Mark E. Halbmner, Esquire ~ PA I.D. # 66737 .~'~ GATES, HALBRUNER & HATCH, P.C. .9 . 1013 Mumma Road, Suite 100 . '~'-: Lemoyne, PA 17043 (717) 731-9600 Capacity: Counsel for Personal Representative Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/01/2004 HALBRUNER MARK E 1013 MUMMA ROAD SUITE 100 LEMOYNE, PA 17043-1144 RE: Estate of ILGENFRITZ JOHN H File Number: 2003-00099 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: 1/25/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge