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HomeMy WebLinkAbout03-0107Estate of Also known as Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS MIRIAM J. SCHEFFER , Deceased Social Security No. 199-07-5281 DA VID C. BEARD Petitioner(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioners are the executors named in the Last Will of ~' the Decedent, dated November 25, 2002 and codicil(s) dated 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 to victim of a killing and was never adjudicated incompetent: LJ B. Grant of Letters of Administration (d.b.n.c.t.a.: pendente lite; durante absentia; durante minoritate) * Petitioner after a proper search has ascertained that Decedent left no Will and was survived by the following heirs. Each of the following heirs have renounced their right to administer the Estate and have all requested that Letters of Administration be granted to the Petitioner, Myra Platts, who is a Grandniece of the Decedent (*See Intestate Heirs Chart Attached hereto). Name Relationship Residence COMPLETE IN ALL CASES: Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 3116 Beverly Road, Borouqh of Camp Hill, Cumberland County, Pennsylvania (List street, number and municipaliLv.) ~ Decedent, then 90 years of age died January~'~'~'~'~'~'~'~'~'~8, 20733, at Stonebridge Nursing & Rehab Center, Perry County, P~nnsylvania (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property ..................................................................... $ 100,000.00 (If not domiciled in PA) Personal property in Pennsylvania ..................................... $ (If not domiciled in PA) Personal property in County .................................................... $ Value of real estate in Pennsylvania ...................................................................................................................... $ 148,000.00 Total ......................................................................................................... $ 248,000.00 Real Estate situated as follows: 3116 Beverly Road, Borou.qh of Camp Hill, Cumberland County, Pennsylvania Wherefore, Petitioners respectfully requests that the grant of letters of administration in the appropriate form be granted to the undersigned: Signature Typed or printed name and residence DAVID C. BEARD 885 Powells Valley Road Halifax, PA 17032 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner above-named swears and affirms that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner and that, as personal representative of the Decedent, Petitioner will well and truly administer the e,~e a,~ding to law, Sworn to and affirmed and subscribed DAVID C. BEARD Before me this day of ~--~~ ,2003 Estate of MIRIAM J. SCHEFFER Social Security No: 199-07-5281 Date of Death: January 28, 2003 AND NOW, ~-~._t,o..-~,.~.~.~ ~' ,2003, in consideration of the Petition on the reverse side hereon, satisfactory proof h~dving been presented before me, IT IS DECREED that Letters d" Testamentary [] of Administration d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate are hereby granted to David C. Beard in the above estate and that the instrument(s) dated November 25, 2002 described in the Petition be admitted to probate and filed of record as the last Will of the Decedent. FEES Letters ........................... Short Certificate(s) Renunciation .............. Affidavit ( ) .................. Extra Pages (~) ....... Codicil ............................ JCP Fee ....................... Inventory ...................... Other .............................. TOTAL ......... $ /D, oo $ Register °flVV~ll~- ........ ~- $ /o.oc~ Attorney: EDMUND G. MYERS $ I.D. No: 20558 Address: Johnson, Duffle, Stewart & Weidner, 301 Market Street, P.O. Box 109, Lemoyne, PA 17043 Telephone: 717-761-4540 004727-00002/11.15.02/EGM/KLT/165213.2 anl Ee tament OF MIRIAM J. SCHEFFER I, MIRIAM J. SCtlEFFER, of the Borough of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills or Codicils at any time heretofore made by me. ARTICLE I DEBTS AND TAXES I direct the payment of all my legal debts, and the expenses of my last illness and funeral from my Estate as soon after my death as conveniently may be done. I direct that all taxes that may be assessed in consequence of my death, of whatever nature and whatever jurisdiction imposed, shall be paid from my Residuary Estate as part of the expense of the administration of my Estate. ARTICLE II TANGIBLE PERSONAL PROPERTY I give and bequeath my automobiles, household and personal effects and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, unto my nieces, LOIS ISENBERG BUCH and BARBARA ISENBERG BEARD, or the survivor of them, to be divided between them in as nearly equal shares as practicable as they shall agree, and if there be a disagreement as to the disposition of any item or items, I direct that the same shall be disposed of under Article V hereof. 004727-00002/11.15.02/EGM/KLT/165213.2 ARTICLE III SPECIFIC BEQUESTS I give and bequeath the sum ofTEN THOUSAND ($10,000.00) DOLLARS unto each of the following: My niece, LOIS ISENBERG BUCH, New Cumberland, Pennsylvania; and My niece, BARBARA ISENBERG BEARD, Halifax, Pennsylvania; provided that should either of the persons named in this Article predecease me, I give and bequeath the same unto her then-living issue, per stirpes. ARTICLE IV SPECIFIC BEQUESTS I give and bequeath the sum of TWO THOUSAND ($2,000.00) DOLLARS unto each of the following: My great nephew, HAROLD A. BUCH, III, Dover, Pennsylvania; My great nephew, GARY L. BUCH, Portland, Maine; My great niece, KAREN RESSLER JEFFERIES, York, Pennsylvania; My great niece, TERRI RESSLER JOHNSEN, Clarksville, Maryland; My great nephew, CHARLES DONALD BEARD, Beaver Falls, Pennsylvania; and My great nephew, DAVID C. BEARD, Halifax, Pennsylvania; provided that should any of the persons named in the Article predecease me, I give and bequeath the same unto his or her then-living issue, per stirpes. 004727-00002/11.15.02/EGM/KLT/165213.2 ARTICLE V REST, RESIDUE AND REMAINDER I give, devise and bequeath all the rest, residue, and remainder of my Estate, of whatever nature and wheresoever situate in equal shares unto my niece, LOIS ISENBERG BUCH, and my niece, BARBARA ISENBERG BEARD, provided that should either of the persons named in this Article predecease me, I give and bequeath the same unto her then-living issue, per stirpes. ARTICLE VI PERSONAL REPRESENTATIVE I name, constitute and appoint my great nephew, DAVID C. BEARD, Executor of this my Last Will and Testament. In the event my great nephew, DAVID C. BEARD, fails to qualify or ceases to so act, I name, constitute and appoint my great nephew, CHARLES D. BEARD, alternate Executor to complete the administration of my Estate. I direct that no fiduciary appointed herein shall be required to post bond for the faithful administration of the duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this -~,-q;'/~day of ~ ,2002. (SEAL) 004727-00002/11.15.02/EGM/KLT/165213.2 Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. 4 004727-00002/11.15.02/EGM/KLT/165213.2 AFFIDAVIT AND ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA : :SS COUNTY OF CUMBERLAND : We, J. SCI-IV. , and ~,:~h.'-~.h...~3. C--,_~a_~X..~ , the Testa~x ~d ~e witn~es, respectively, whose nines ~e si~ed to the a~ach~ or foregoing ins~ent, being first duly sworn, do hereby decl~e to the undersized auth~h~ that the Testatrix si~ed ~d executed the inst~ent as her Last Will ~d that she had si~ed willingly ~d that she executed it as her ~ee ~d volunt~ act for the pu~oses therein expressed, ~d that each of the wimesses, in the presence ~d hemng of the Testatrix, si~ed the Will as wi~ess ~d that to the best of ~s~er ~owledge the Testa~x was at that time ei~teen ye~s of age or older, of sold mind ~d under no cons~aint or ~due influence. MI~ J. SCH~R ~ Witness Wimess ',~ Subscribed, sworn to and acknowledged before me by MIRIAM J. SCHEFFER, Testatrix, and subscribed and sworn to before me by ~._~ ~ ~~'~t"'~M~ and "'"x'"x% ;.~*h---.,~. q._ ~"r~. q--n-~L~',. ~_~..~ , witnesses, this . - day of "'x-"h.~.~,x,,&...w.__.. ,2002. Notary Public NOTARIAL SEAL DIANNE LENIG, Nolary Public Lemoyne Borough Cumberland Co. My Commission Expires Dec. 21, 2005 r ~ CERTIFICATION OF NOTICE UNDER RULE 5.6{a) Name of Decedent: MIRIAM J. SCHEFFER Date of Death: Janua~ 29,2003 Wi//No. 2003-00107 Adm~.No. To the Register: I certify that notice of estate administration as required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following testate and intestate beneficiaries of the above-captioned estate on February 26, 2003. Name Address LOIS ISENBERG BUCH 24 Timber Lane New Cumberland, PA 17070 BARBARA ISENBERG BEARD 887 Powells Valley Road Halifax, PA 17032 HAROLD A. BUCH, III 255 Conewago Drive Dover, PA 17315 GARY L. BUCH 1085 Washington Avenue Portland, ME 04103-3629 TERRI RESSLER JOHNSEN 7343 Hallmark Road Clarksville, MD 21029-1808 KAREN RESSLER JEFFERIES 3692 Winfield Drive York, PA 17402 CHARLES DONALD BEARD 429 Market Street Beaver, PA 15009 DAVID C. BEARD 887 Powells Valley Road Halifax, PA 17032 Notice has now been given to all persons entitled thereto Date: February 26, 2003 Signature Name Address Telephone Capacity: under Rule 5.6(a) except: None. EDMUND G. MYERS Johnson, Duffie, Stewart & Weidner 301 Market Street P.O. Box 109 Lemoyne, PA 17043-0109 (717) 761-4540 Personal Representative X Counsel for personal representative JERRY R. DUFFLE RICHARD W STEWART C. ROY WEIDNER, JR. EDMUND G. MYERS DAVID W DELUCE RALPH H. WRIGHT, JR. DAVID J. LANZA MARK C. DUFFLE MELISSA PEEL GREEVY MICHAEL J. CASSIDY ROBERT M. WALKER LAW OFFICES JOHNSON, DUFFLE, STEWART & WEIDNER a Professional Corporation 301 MARKET STREET P. O. BOX 109 LEMOYNE, PENNSYLVANIA 17043-0109 W'EBSITE: www.jdsw, com TELEPHONE 717-761-4540 FACSIMILE 717-761-3015 E-MAIL mail@jdsw, com .,/ HORACE A. JOHNSON COUNSEL TO THE FIRM E-MAIL dlw@jdsw.com April 29, 2003 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Miriam J. Scheffer SSN: 199-07-5281 File No. 2003-00107 Our File No. 4727-2 Dear Register: Enclosed please find Estate Check No. 1024 in the amount of $50,000.00. This payment represents the three-month prepayment in order to qualify for the discotmt. The decedent died on January 29, 2003. Please provide a receipt along with the enclosed copy of this correspondence, time stamped and returned in the enclosed self-addressed stamped envelope. Should you have any questions, or require any.additional information, please feel free to contact the undersigned. Very truly yours, Dana L. Wieseman Legal Assistant CC: #212744 David C. Beard, Executor ?,:T LAW OFFICES JOHNSON, DUFFLE, STEWART & WEIDNER 301 MARKET STREET P. O. BOX 109 LEMOYNE, PENNSYLVANIA 17043-O109 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 ATTN: CHERYL COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002509 MYERS EDMUND G ESQUIRE 301 MARKET STREET P O BOX 109 LEMOYNE, PA 17043 ........ fold ESTATE INFORMATION: SSN: 199-07-5281 FILE NUMBER: 2103-0107 DECEDENT NAME: SCHEFFER MIRIAM J DATE OF PAYMENT: 04/30/2003 POSTMARK DATE: 04/29/2003 COUNTY: CUMBERLAND DATE OF DEATH: 01/29/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $50,000.00 TOTAL AMOUNT PAID: $50,000.00 REMARKS: DAVID C BEARD EDMUND G MYERS ESQUIRE SEAL CHECK# 1024 INITIALS: CW RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS REV- 1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. Z80601 HARRISBURG, PA 171Z8-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21-03-0107 COUNTYCODE YEAR NUMBER CAPB HpRL EpIO cRAC KoTK ES C O R R E S R E C A P I T U L A T I O N DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER SCHEFFER MIRIAM J. 199-07-5281 DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM~DD-YEAR) THIS t<~- i[IRN MUST BE FILED IN DUPLICATE~/ITH THE 01/29/2003 I 12/16/1912 REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MI DDLE INITIAL) SOCIAL SECURITY NUMBER  1. Original Return ~ 247! Supplemental Return 4. Limited Estate . Future lnterest Compromise (date of death after 1;~-lZ-8Z) 6. Decedent Died Testate Decedent Maintained a Living Trust (Attach copy of Will) (Attach copy of Trust) [~ 9. Litigation Proceeds Received U 10. SpousaIPoverty Credit NAME Edmund G. Myers FIRM NAME (If Applicable) Johnson, Duffie, Stewart TELEPHONE NUMBER 717./761 - 4540 H (d .ate .of .d~e a.t 3. Remainder Return prlor~o 5. Federal Estate Tax Return Required i 8. Total Number of Safe Deposit Boxes [ 11. under Sec. 91 Election to tax 13(A) (date of death between 1Z-31 - 91 and 1 - 1 - 95) (Attach Sch O) ~*. ,,..::~:. :::.:.:. ,~.~ .................. :':.'-:~ '" ':~":::-:- ~":" ~:~:~ ~ .................. :~:~:~:~" :" ~"~'~'"~:' ~': · ' ~ ~F""ir '""'*':~ :'~?~ '""" ~: ':~' ~"¥~ iii:: ::i COMPLETE MAILING ADDRESS P. O. Box 109 301 Market Street & Weidner Lemoyne, PA 17043-0109 1. Real Estate (Schedule A) (1) 169, 65,807;52 None None 209,368.63 None 8,441.72 45,341.00 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or (3) Sole-Proprietorship 4. Mortgages & Notes Receivable (schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) ['~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) Total Gross Assets (total Lines 1-7) Funeral Expenses & Administrative Costs (Schedule H) (9) 12,262.52 OFFICIAL USE ONLY 9. 10. 11. 12. 13. (8) 453,517.87 Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) Total Deductions (total Lines 9 & 10) (11) Net Value of Estate (Line 8 minus Line 11) (12) Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 395,914.35 57,603.52 395,914.35 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES T UP 15. Amount of Line 14 taxable at the spousal tax A T rate, or transfers under Sec. 9116(a)(1.2) X .0 0 (15) 0.00 X A 16 Amount of Line 14 taxable at lineal rate 0 O0 X 0 ~5 (16) ~.. ~'-~ OI 17. Amount of Line 14 taxable at sibling rate ___ X .12 (17) 0.00 N 18. Amount of Line 14 taxable at collateral rate 395,914.35 X .15 (18) 59,387.15 19. Tax Due .... (19) ~~"~ Copyright (c) ZOO0 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 3116 Beverly Road CITY Camp Hill Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) Z. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 0.00 50,000.00 2,631.58 STATE ZIP PA 17011 (1) 59,387.15 Total Credits ( A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to re~luest a refuncl (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 52,631.58 0.00 0.00 6,755.57 0.00 6,755.57 1. Did decedent make a transfer and: Yes No a. retaintheuseorincomeofthepropertytransferred; ......................... ~ ~ b. retain the right to designate who shall use the property transferred or its income; ........... c. retain a reversionary interest; or .................................... cl. 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? .............................................. [] E~] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ [] ~-] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGN/~RE OF PERSON RESPONSIBLE FOR FILING RETURN DAVID C. BEARD 885 Powells Valle Road Halifax, PA 17032 DATE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE Johnson, Duffle, Stewart & weidner DATE /'~; ' ~7 ~"~ P.O. Box 109 /, Y'~ '0 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 9116 (a)(1.1 )(i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 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)1. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) REV- 1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MIRIAM J. SCHEFFER SS~/ 199-07-5281 SCHEDULE A REAL ESTATE 01/29/2003 FILE NUMBER 21-03-0107 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing 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 with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Real Estate located at 3116 Beverly Road, Borough of Camp Hill, Cumberland County, Pennsylvania with Deed filed in Deed Book O 20, Page 233. Property sold on August 15, 2003. Settlement Sheet is attached hereto showing Contract Sales Price. TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) 169,900.00 $ 169,900.00 Copyright lc) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97) REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MIRIAM J. SCHEFFER SS# SCHEDULE B STOCKS & BONDS 199-07-5281 01/29/2003 FILENUMBER 21-03-0107 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION UNIT VALUE OFDEATH 1 1,504 shares PNC Financial Services Group, Inc., CUSIP 43.755 65,807.52 #693475105. EstateVal Valuation for Date of Death Value is attached to this Return TOTAL(A~soenteronline2, Recapitulation) 65,807.52 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97) REV- 1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MIRIAM J. SCHEFFER SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SS# 199-07-5281 01/29/2003 FILENUMBER 21-03-0107 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 2 6 8 9 10 11 12 13 14 15 16 DESCRIPTION Keystone 0il - Reimbursement Allfirst Certificate of Deposit Account No. 80000002180560 Accrued income on item 2 through date of death Allfirst Certificate of Deposit Account No. 80000002180756 Accrued income on item 3 through date of death Allfirst Certificate of Deposit Account No. 80000002181238 Accrued income on item 4 through date of death Allfirst Certificate of Deposit Account No. 80000002181347 Accrued income on item 5 through date of death Allfirst Bank Relationship w/ Interest Checking Account No. 0075788667 Accrued income on item 6 through date of death Allfirst Bank Money Fund Savings Account No. 0098190083 Accrued income on item 7 through date of death Cash in Checking account Cumberland County VA - Refund New Cumberland Federal Credit Union Savings Account Account No. 000447 Parthemore Funeral Home Refund on Account Peerless Insurance Pennsylvania Blue Shield Refund Pennsylvania Blue Shield Refund PP&L - Refund on overpayment Return of prepaid premium from Homeowners Insurance Total of Continuation Schedule(s) TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 1,241.87 17,614.69 110.28 16,452.62 59.61 20,764.47 162.46 6,128.62 5.68 12,409.44 0.68 15,592.85 3.55 79.77 100.00 236.00 255.25 1.90 53.15 40.78 100.51 246.00 117,708.45 $ 209,368.63 Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97) Estate of: MIRIAM J. SCHEFFER Soc Sec #: 199-07-5281 Date of Death: 01/29/2003 Continuation of Schedule E (Cash, Bank Deposits & Miscellaneous Personal Property) Item Description Value at Date of Death 17 Verizon Telephone - Refund for Overpayment on Account 18 Waypoint Bank Certificate of Deposit Account #3100013128 Accrued income on item 18 through date of death 19 Waypoint Bank Certificate of Deposit Account No. 3165304006 Accrued income on item 19 through date of death 20 1997 Chrysler Sedan 21 Bridal Ring Set Appraised by Morrow Diamond's. Appraisal attached. Item No. 4 on Appraisal 22 Gentleman's Hamilton Watch 14K. Gold - Appraised by Morrow Diamond's. Appraisal Attached. Item No. 5 on Appraisal. 23 Gentleman's Diamond Masonic Ring. Appraised by Morrow Diamonds. Appraisal Attached. Item No. 2 on Appraisal 24 Imitation Pearl Ring with 3 faux diamonds - Appraised by Morrow Diamond's. Appraisal Attached. Item No. 6 on Appraisal 25 Ladies Three Stone Diamond White Gold Ring - Appraised by Morrow Diamond's. Appraisal Attached. Item No. 3 on such Appraisal 26 Masonic, Diamond Lapel White Gold Pin - Appraised by Morrow Diamonds. Appraisal is attached. Item No. 1 on Appraisal. 27 Personal Property. Appraisal attached 28 Yellow Gold Band Ring Appraised by Morrow Diamond's. Appraisal Attached. Item No. 8 on Appraisal. 3.17 50,000.00 263.89 50,000.00 263.89 7,000.00 25O.O0 500.00 250.00 10.00 250.00 50.00 8,850.00 17.50 117,708.45 REV-1510 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MIRIAM J. SCHEFFER SS~/ SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY 199-07-5281 01/29/2003 FILENUMBER 21-03-0107 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DESCRIPTION OF PROPERTY % OF ITEM INCLUDETHE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 1 Delaware Medallion Annuity. 8,441.72 8,441.72 Payable to the Estate. No Beneficiary Designation was made on Contract. TOTAL (Also enter on line 7, Recapitulation) $ 8,441.72 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1510 EX (Rev. 1-97) EV-l~11 EX +(1-97) SCHEDULE H FUNERAL EXPENSES & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF MIRIAM J. SCHEFFER 01/29/2003 FILE NUMBER 21-03-0107 Debts of decedent must be reported on Schedule I, ITEM NUMBER 1 2 3 4 4 5 DESCRIPTION FUNERAL EXPENSES: Hardings Restaurant - Funeral Luncheon Parthemore Funeral Home Funeral Service Rolling Green Cemetary Romberger Memorials Remaining Balance ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) DAVID C. BEARD Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 885 Powells Valley Road City Hall fax State PA 196-48-3824 Zip 17032 Year(s) Commission Paid: Attorney's Fees Johnson, Duffie, Stewart & Weidner Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Chuck E. Bricker, Auctioneer Cumberland County Register of Wills Office Inheritance Tax Return and Inventory Filing Fee for - Reimbursement for Sale signs at Decedent's David C. Beard Residence David C. Beard - Reimbursement for Postage Stamps Morrow Diamonds - Jewelry Appraisal AMOUNT 562.04 7,833.40 995.00 90.00 21,887.57 12,500.00 310.00 90.00 40.00 31.52 14.80 350.00 Total of Continuation Schedule(s) 636.67 TOTAL (Also enter on line 9, Recapitulation) $ 45,341. O0 (If mo~:e space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) Estate of: MIRIAM J. SCHEFFER Soc Sec #: 199-07-5281 Date of Death: 01/29/2003 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount 6 RESERVE: Miscellaneous Adminstration Expenses 7 The Cumberland Law Journal 8 The Patriot News Notice of Estate Administration 450.00 75.00 111.67 636.67 REV-1$12 EX +(1-97) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MIRIAM J. SCHEFFER SS~/ 199-07-5281 01/29/2003 21-03-0107 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 Allfirst Bank - Lost Key Fee for Safe Deposit Box Allfirst Bank Fee Allfirst Bank Fee - Analysis Fee Camp Hill Borough - Payment of Sewer Bill Camp Hill Fire Company ~ Final Ambulance Bill Checks clearing after date of death Choice Security Service Comcast Cable Television HGS Administrators Internal Revenue Service 2002 Federal Income Tax Liability 3ames Snyder - Snow removal at Residence Keystone Oil Metro Med Services - Ambulance Transportation Michael W. Harling, Tax Collector - 2003 Real Estate Taxes Michael W. Harling, Tax Collector - 2003 Personal Taxes Michael W. Harling, Tax Collector - 2003-2004 Real Estate Taxes Pechart Lawn Service - Maintenance of Decedent's Property Pennsylvania American Water Penn Waste Trash Removal Pennsylvania Department of Revenue - 2002 PA Income Tax Return Liability Pinnacle Health Hospitals Account No. 223460762 PP&L 10.00 0.77 10.00 60.00 40.78 94.16 45.00 17.11 122.15 507.00 55.00 362.00 88.00 594.00 4.90 1,657.03 254.40 114.65 40.74 63.20 161.51 514.71 Total of Continuation Schedule(s) 7,445.41 TOTAL (Also enter on line 10, Recapitulation) $ 12,262.52 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software onJy CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) Estate of: MIRIAM J. SCHEFFER Soc Sec #: 199-07-5281 Date of Death: 01/29/2003 Continuation of Schedule I (Debts of Decedent, Mortgage Liabilities and Liens) Item Description Amount 23 24 Sandra Buch - Services for cleaning Decedent's Residence Settlement Charges from Sale of Residence - Deductions taken at time of sale of Residence. Settlement Sheet is attached to this Return: Settlement Charges: Initial Deposit 25 Stonebridge Health & Rehab 26 Stonebridge Health & Rehab 27 Vertus Medicare Services 28 Verizon Telephone $1,766.00 $5,000.00 Remaining Balance of Invoice 100.00 6,766.00 158.75 105.00 163.23 152.43 7,445.41 REV-1513 EX + (9-001 SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MIRIAM J. SCHEFFER SS~/ 199-07-5281 01/29/2003 21-03-0107 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE NUMBER 4 II. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 91 l~a)(1,g)] Barbara Isenberg Beard 887 Powells Valley Road Halifax, PA 17032 Charles Donald Beard 429 Market Street Beaver, PA 15009 Niece Great Nephew David C. Beard 885 Powells Valley Road Halifax, PA 17032 Gary L. Buch 1085 Washington Avenue Portland, ME 04103-3629 Great Nephew Great Nephew Ten Thousand Dollars, 1/2 of the Tangible Personalty and 1/2 Residue 2,000.00 2,000.00 2,000.00 ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) $ 0.00 Copyright (c) 2000 form software on y The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) Estate of: MIRIAM J. SCHEFFER Soc Sec #: 199-07-5281 Date of Death: 01/29/2003 Continuation of Schedule J, Part I (Taxable Bequests) Item Name and Address of Beneficiary Relationship ~gnount or Share of Estate Harold A. Buch III 255 Conewago Drive Dover, PA 17315 Lois Isenberg Buch 24 Timber Lane New Cumberland, PA 17070 Karen Ressler Jefferies 3692 Winfield Drive York, PA 17402 Terri Ressler Johnsen 7343 Hallmark Road Clarksville, MD 21029-1808 Great Nephew Niece Great Niece Great Niece 2,000.00 Ten Thousand Dollars, 1/2 of the Tangible Personalty and 1/2 Residue 2,000.00 2,000.00 LISTING OF EXHIBITS FOR ESTATE OF MIRJAM J. SCHEFFER EXHIBIT A Last Will and Testament of Miriam .L. Scheffer signed and dated on the 25th of November, 2002. EXHIBIT B Settlement Sheet for the sale of Decedent's residence located at 3116 Beverly Road, Camp Hill. Property sold on August 25, 2003. Schedule A. EXHIBIT C Estate Val Valuation of PNC Financial Schedule B. EXHIBIT D Morrow Diamond's Appraisal of Decedent's Jewelry Schedule E EXHIBIT E Appraisal of Decedent's Personal Property by Chuck Bricker. Schedule E. EXHIBIT A il[ e tament OF MIRIAM J. SCFrEFFER I, MIRIAM J. SCI:[EFFER, of the Borough of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish.and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills or Codicils at anytime heretofore made by me. ARTICLE I DEBTS AND TAXES I direct the payment of all my legal debts, and the expenses of my last illness and funeral from my Estate as soon after my death as conveniently may be done. I direct that all taxes that may be assessed in consequence of my death, of whatex)er nature and whatever jurisdiction imposed, shall be paid from my Residuary Estate as part of the expense of the administration of my Estate. ARTICLE H TANGIBLE PERSONAL pROpERTY I give and bequeath my automobiles, household and personal effects and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, unto my nieces, LOIS ISENBERG BUCH and BARBARA ISENBERG BEARD, or the survivor of them, to be divided between them in as nearly equal shares as practicable as they shall agree, andifthere be a disagreement as to the disposition of any item or items, I direct that the same shall be disposed of under Article V hereof. ARTICLE III SPECIFIC BEQUESTS I give and bequeath the sum ofTEN THOUSAND ($10,000.00) DOLLARS unto each of the following: My niece, LOIS ISENBERG BUCIt, New Cumberland, Pennsylvania; and My niece, BARBARA ISENBERG BEARD, Halifax, pennsylvania; provided that should either of the persons named in this Article predecease me, I give and bequeath the same unto her then-living issue, per stirpes. ARTICLE IV SPECIFIC BEQUESTS I give and bequeath the sum of TWO THOUSAND ($2,000.00) DOLLARS unto each of the following: · My great nephew, ItAROLD A. BUCH, llI, Dover, Pennsylvania; My great nephew, GARY L. BUCIt, Portland, Ma/ne; My great niece,.KAREN RESSLER JEFFERIES, York, Pennsylvania; My great niece, TERRI RESSLER JOHNSEN, Clarksville, Maryland; My great nephew, CltARLES DONALD BEARD, Beaver Falls, Pennsylvania; and My great nephew, DAVID C. BEARD, Halifax, Pennsylvania; provided that should any of the persons named in the Article predecease me, I give and bequeath the same unto his or her then-living issue, per stirpes. ARTICLE V REST, RESIDUE AND REMAINDER I give, devise and bequeath all the rest, residue, and remainder of my Estate, of whatever nature and wheresoever situate in equal shares unto my niece, LOIS ISENBERG BUCIt, and my niece, BARBARA ISENBERG BEARD, provided that should either of the persons named in this Article predecease me, I give and bequeath the same unto her then-living issue, per stirpes. ARTICLE VI PERSONAL REPRESENTATIVE I name, constitute and appoint my great nephew, DAVID C. BEARD, Executor of this my Last Will and Testament. In the event my great nephew, DAVID C. BEARD, fails to qualify or ceases to so act, I name, constitute and appoint my great nephew, CItARLES D. BEARD, alternate Executor to complete the administration of my Estate. I direct that no fiduciary appointed herein shall be required to post bond for the faithful administration of the duties in any jurisdiction. IN WITNESS WItEREOF, I have hereunto set my hand and seal, this -,~,-~-----day of ~ ,2002. .3 Signed, sealed, pubhshed and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. AFFIDAVIT AND ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA : :SS COUNTY OF CU1VIBERLAND : We, MIRIAM J. SCHEFFER, "~~-...X~_'"x'x'-,~.t,.,~ and "X"~_h,.-.~, ~ ~. Q,~ '-'~--'~K',,' , ~e Tesm~ ~d ~e ~m~es, re~ecfively, whose nines ~e si~ed to ~e a~che3 or forego~g ~ent, berg ~st duty ~o~ do h~eby decl~e to ~e ~de~i~ au~oh~ ~at ~e Tesm~ si~ ~d ex~uted ~e ~ent ~ her ~t Will ~d ~at she had si~ M~gly ~d ~at she ex~uted it ~ her ~ee ~d vol~t~ act for · e p~oses ~ere~ expressed, ~d ~at each of ~e ~messes, ~ ~e presence ~d he~g of ~e Tes~, si~ed ~e Wi~ ~ ~mess ~d ~t to ~e best of ~s~ ~owl~ge ~e T~m~ w~ at · at ~e ei~teen ye~s of age or old~, of sold mind ~d ~der no co~t or ~due influence. Wi~ess Wimess Subscribed, sworn to and acknowledged before me by MIRIAM J. SCI:IEFFER, Testatrix, and subscribed and sworn to before me by ~ .c~_-~..,~,, ~ and Notary Public ~ -'~" NOTARIAL SEAL DIANNE LENIG, Notary Public Lemoyne Borough Cumberland Co. My Commission Expires Dec. 21,2005 EXHIBIT B OMB NO. 2502-0265 ~l-r H B. TYPE OF LOAN: A. ., I 1.[~FHA 2.[-~FmHA 3.[~CONV. UNINS. 4. F'~VA 5.[~CONV. INS. U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1 6. FILE NUMBER: I, 7. LOAN NUMBER'. I 1687230229 SOW319-03 SETTLEMENT STATEMENT 8. MORTGAGE INS CASE NUMBER: C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the Bafflement agent are shewn. Items marked "[POC]" were paid outside the closing; they are shown here for informational purposes and are not included in the totals. 1,o 3/98 (SOW31~O3.PFD/SOW31~03/I 7) D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: CATHY L SOWERS MIRIAM J SCHEFFER, ESTATE CHASE MANHATTAN MORTGAGE CORP. 302 E. MAIN STREET 3116 BEVERLY ROAD 6000 Freedom Square Drive, Suite 260 CAMP HILL, PA 17011 CAMP HILL, PA 17011 Independence, OH 44131 H. SETTLEMENT AGENT: 25-1619811 I. SETTLEMENT DATE: ANDREW C. SHEELY, ESQ August 15, 2003 G. PROPERTY LOCATION: 3116 BEVERLY ROAD CAMP Hill, PA 17011 CUMBERLAND County, Pennsylvania PLACE OF SETTLEMENT 3414 CHESTNUT ST CAMP HILL, PA 17011 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER: 169,900.00 101. Contract Sales Price f 169,900.00 102. Personal Proport7 103. Settlement Charges to Borrower (Line 1400) 6,424.45 104. Adjustments For Items Paid By Seller in advance 106. Cit~/'rown Taxes 08115/03 to 01101104 107. County Taxes to 108. SCHOOL TAX 08/15103 to 07/01104 226.21 1,453.30 401. Contract Sales Price 402. Personal Proporb/ 403. 405. Adjustments For Items Paid By Seller in advance Ci~/TownTaxes 08/15103 to 01/01104 226.21 to 1,453.30 406. 407. County Taxes 408. SCHOOL TAX 08115103 to 07/01/04 409. 110. SEWER 08/15103 to 01101104 45.33 ,410. SEWER 08115/03 to 01/01/04 45.33 111. ~ 411. 112. I 412. 120. GROSS AMOUNT DUE FROM BORROWER 178,049.29 420. GROSS AMOUNT DUE TO SELLER 171,624.84 200"~. AMOUNTS PAiD BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 5,000.00 501. Excess DepoSit (See Instructions) 201. Deposit or earnest money 202. Pdncipol Amount of New Loan(s) 203. Existing loan(s) taken subject to 204. 125,000.00 205. 206. 207. 208. ;209. Adjustments For Items Unpaid By Seller 210. City/Town Taxes to 211. County Taxes to 212. SCHOOL TAX to 213. 214. 215. 216. 217. 218. 219. 220. TOTALPAIDBY/FORBORROWER 130,000.00 300. CASH AT SETTLEMENT FROM/TO BORROWER: 301. Gross Amount Due From Borrower (Line 120) 302. LessAmount Paid By/For Borrower (Line220) 303. CASH( X FROM)( TO)BORROWER 502. Settlement Charges to Seller (Line 1400) 503. Existing loan(s) taken sub)ect to 504. Payoff of first Mortgage 505. Payoff of second Mortgage 506. Deposit retained by seller 507. 508. 509. Adjustments For Items Unpaid By Seller 510. City/Town Taxes to 1,766.00 5,000.00 511. County Taxes to 512, SCHOOL TAX to 513. 514. 515. 516. 517. 518. 519. 520. TOTAL REDUCTIONAMOUNTDUESELLER 6,766.00 600. CASH AT SETTLEMENT TOIFROM SELLER: 178,049.29 601. 130,000.00 602. 48,049.29 603. CASH ( X TO)(FROM) SELLER Gross Amount Due To Seller (Line 420) Less Reductions Due Seller (Line 520) 171,624.84 6,766.00i 164,858.84 The undersigned hereby acknowledge receipt of a completed copy of pages 1&2 of this statement & any attachments referred to herein. I HAVE CAREFULLY REVIEWED THE HUD-1 SETTLEMENT STATEMENT AND TO THE BEST OF MY KNOWLEDGE AND BELIEF, IT IS A TRUE AND ACCURATE STATEMENT OF ALL RECEIPTS AND DISBURSEMENTS MADE ON MY ACCOUNT OR BY ME I~THIS~NSACTION. I FURTHER CERTIFY THAT I HAVE RECEIVED A COPY OF THE HUD-1 SETTLEMENT STATEMENT. ~,j~. ~.._ ~ ~ Borrower ////3 / / J/ ,~. /..- ~ Seller CATHY L.~ERS MIRIAM J SCHEFFER, ESTAT~ TO THE BEST OF MY KN~L~E~~LEMENT STATEMENT WHICH I HAVE PREPARED IS A TRUE AND ACCURATE ACCOUNT OF THE FUNDS WHICH WERE~EI~ ~~ OR WILL BE DISBURSED BY THE UNDERSIGNED AS PART OF THE SE~LEMENT OF THIS TRANSACTION. ~ ~ U~ ~LEMENt OFfIC~U Se~lement Agent WARNING: IT IS A CRIME TO KNOWINGLY MAK~ FALS~ STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMI~R FORM P~NALTIES UPON CONVICTION CAN INCLUDE a FIN~ AND iMPRISONMENt. FOR DETAILS SEE: tiTlE 18 U.S CODE SECTION 1001 & SECTION 1010. L. SETTLEMENT CHARGES 700. TOTAL COMMISSION r~,~,~ on Price $ % ~ Division of Commission (line 700) as Follows: 701. $ to 702. $ to 703. Commission Paid at Seffiement 704. TRANSACTION FEE to BOO. ITEMS PAYABLE IN CONNECTION WITH LOAN PAiD FROM PAID FROM BORROWER'S SELLER'S FUNDS AT FUNDS AT SETTLEMENT SETTLEMENT 801. Loan Od~lination Fee 0.5000 % to CENTRAL PENN MORTGAGE COMPANY 802. Loan Discount % to 803. Appraisal Fee to WILLIAM DAVIS CENTRAL PENN MORTGAGE COMPANY 625.0C 275.0( 600.00 804. BROKER FEE to 805. Lender's inspection Fee to 806. Mortgage Ins. App. Fee to 807. Assumption Fee to 808. TAX SERVICE FEE to FIRST AMERICA 69.00 809. UNDERWRITING FEE to CHASE MANHATTAN MORTGAGE CORP. 810. FLOOD CERT FEE to FDSI 811. FLOOD DETERMINATION FEE to 812. YIELD SPREAD PREMIUM TO BROKER FDSi CENTRAL PENN MTG. to CENTRAL PENN MORTGAGE COMPANY to CHASE MANHATTAN MORTGAGE CORP. 275.00 7.00 813. PROCESSING FEE 014. EXPRESS MAIL FEE 11.00 LENDER PD 781.25 300.00 14.00 g00. ITEMS REQUIRED BY LENDER TO SE PAID IN ADVANCE 901. Intamst From 08/15103 to 09/01/03 @ $ 19.690000/day ( 17 days %) 334.73 902. Mortcja~e insurance Premium for months to 903. Hazard Insurance Premium for 1.0 years to 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance 3.000 months I~ $ 42.25 per month J 126'75I 1002. Mort~la~e insurance months (~ $ per month 1003. City/TownTaxes months ~ $ per month 1004. County Taxes 7.000 months ~ $ 49.50 per month 346.50 1005. SCHOOLTAX 3.000 months @ $ 138.09 per month 414.27 1006. months (~ $ per month 1007. months ~ $ per month 1008. AGGREGATE ADJUSTMENT months ~, $ per month -198.0~ 1100. TITLE CHARGES 1101. Settlement or Closin~l Fee 1102. CLOSING PROTECTION LETTER to 35.00! to FIRST AMERICAN TITLE INSURANCE COMPANY 1103. SEARCH/HUD PREP FEE to TRI-COUNTY ABSTRACT SERVICE 125.00 1104. Title Insurance Binder to 1105. Document Preparation to 1106. Notary Fees to CASH 10.00 1107. Attorney's Fees to ANDREW C. SHEELY, ESQ 538.75 (includes above item numbers: 1108. Title Insurance to TRI-COUNTY ABSTRACT SERVICE~ AGENT 545.00 ~ndudes above ~emnumbers: ) 1109. Lender'sCoverage $ 125,000.00 102049655 102105013 1110. Owner's Coverage $ 169,900.00 545.00 1111. ENDORSEMENTS 100, 300, 8.1 to TRi-COUNTY ABSTRACT SERVICE 150.00 1112. 1113. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees: Deed $ 40.50; Mortgage $ 66.50; Releases $ [ 1,699.00 1202. Cib//Count¥ Tax/Stamps: Deed 1,699.00; Mort~la~le 107.00 1,699.00 I 1204. 1205. 1203. State Tax/Stamps: Revenue Stamps 1,699.00; Mort~a~le 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey to ACCT; 241614.50 1302. Pest Inspection to 1303. SEWER 7-1 TO 12-31~3 to CAMP HILL BOROUGH 60.00 1304. TAXCERTFEE to MICHAELW. HARLING 01-21-0273-118 7.0u 1305. EXPRESS MAIL FEE to TRI-COUNTY ABSTRACT SERVICE 6,424.45 1,766.00 1400. TOTAL SETTLEMENT CHARGES IEnter on Lines 103, Section J and 502, Section K) SE~'I-rLEMENT OFFICER ~ Settlement Agent Certified to be a true copy. ( $OW319-03 ! SOW319-03 117 ) EXHIBIT C Date of Death: 01/29/2003 Valuation Date: 01/29/2003 Processing Date: 02/14/2003 Estate Valuation Shares Security or Par Description High/Ask Low/Bid Estate of: Estate of Miriam J. Scheffer Account: 4727-1 Report Type: Date of Death Number of Securities: 1 File ID: SCHEFFER Mean and/or Div and Iht Security Adjustments Accruals Value 1) 1504 PNC FINL SVCS GROUP INC (693475105) NYSE 01/29/2003 44.45000 43.06000 H/L 43.755000 65,807.52 Total Value: Total Accrual: Total: $65,807.52 $0.00 $65,807.52 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. please contact EVP Systems at 1818) 313-6300. (Revision 6.4.0) If you have questions, EXHIBIT D 04/21/2003 07:03 FAX 7178968281 Beard MO OW Where every selection ts brilliant. MORROW DIAMONDS 3750 MarkekStreet Camp Hill, PA 17011 (717) 737-5808 Fax: (717) 737-5981 www. morrowdiamoads.com NAME/OWNER: David Beard 885 Powells Valley Road Halifax, PA 17032 DATE OF APPRAISAL: March 24, 2003 APPRAISER: Jill MorroW, Graduate Gemologist (GIA) PURPOSE OF APPRAISAL: The purpose of this appraisal is to grade and estimate the value of this jewelry for estate distribution. This jewelry is appraised at FMV (Fair 'Market Value) which is detrmed as "the price at which the property would change hands between a willing buyer and a willing seller, neither being under any compulsion to buy or sell and both having reasonable knowledge of relevant facts." 1. ITEM DESCRIPTION: This Masonic, diamond lapel pin is white gold. It has a screw 15ack and post. ITEM EVALUATION: The single cut diamond in this pin measures approximately 1.8 mm x 1.25 mm depth and weighs an estimated .02 CT. It is I1 (included 1) in clarity and H-I in color. The culet is scratched and the diamond has no fluorescence. The pin is in fair condition. MARKET LEVEL: This pin would be found in the secondary market; .i.e., those dealers and jewelers who handle used, estate, or antique jewelry. FMV: $50.00 2. iTEM DESCRIPTION: This gentleman's diamond, Masonic ring is stamped "14K" g01d. The shank is yellow gold and the head is white gold. The diamond is prong set. The ring has the hallmark "Craft" and is a size 9 ¼. ITEM EVALUATION: The diamond in this ring is Old European Cut. It measures approximately 3.4 mm x 2.2 mm depth and weighs an estimated .15 CT. The diamond is SI2 (Slightly Included 2) in clarity and J-K in color. The culet is large and the diamond has no fluorescence. The ring is in good condition, showing normal wear. 04/21/2003 07:04 FAX 7178968281 Beard Page 2 - Beard MARKET LEVEL: This ring would be found in the secondary market; i.e., those dealers and jewelers who handle used, estate, or antique jewelry. FMV: $250~00 3'i') ITEM DESCRIPTION: This lady's three stone diamond ring is stamped "14 ICY" white gold. The three diamonds are prong-set in a bezel-style, filigree mounting. The ring is a size 6 ¼. ITEM EVALUATION: The center diamond in this ring is an Old European cut. It measures approximately 3.9 mm x 2.65 mm depth and weighs an estimated .25 CT. The clarity is I1 (Included1) and the color is I-J. The culet is large and the diamond has no fluorescence. The diamond is loose in the mounting. The two side diamonds are single cut and measure approximately 2.5 mm and weigh an estimated .06 CT each or .12 CTTW. The clarity of the diamonds is SI2 (Slightly Included 2) and the color is H-I-J. The ring is in fair condition. MARKET LEVEL: This ring would be found in the secondary market; Lc., those dealers and jewelers who handle used, estate, or antique jewelry. FMV: $250.00 ~.~ITEM DESCRIPTION: This bridal ring set is stamped ".90 plat and .10 irid." The -lr~limark inside the three diamond engagement ring is "STRAUB - orange blossom." Engraved inside this ring is "W.C.S. - M.I.M. 12-12-30" and inside the wedding band "WCS to MIM 12-25-31." The ring is a size 3 ~. ITEM EVALUATION: The diamond in this ring is an Old European Cut. It measures approximately 4.35 - 4.4 mm x 2.8 mm and weighs an estimated .33 CT. It is SI1 (Slightly Included 1) in clarity and H-I in color. The culet is extra large and the diamond has no fluorescence. The two side melees are single cut and measure approximately 1.8 mm and weigh an estimated .05 CTTW. They are SI1 (Slightly Included 1) in clarity and H-I in color. The ring is in fair condition. The shank is thin and bent. The wedding band is 1.5 mm. It is well worn and in fair condition. MARKET LEVEL: This ring would be found in the secondary market; i.e., those dealers and jewelers who handle used, estate, or antique jewelry. FMV: $250.00 04/21/2003 07:04 7178968281 Beard Page 3 - Beard i~TEM DESCRIPTION: This gentleman's Hamilton watch is 14 KT gold filled. It has a brown leather band. The watch has a flip top so that it can be used as a watch or an ornamental gold bracelet. The face of the watch is a rectangular shape with Arabic numbers indicating the hour and slashes to indicate minutes. There is a separate, square, second hand dial with slashes to indicate seconds. The face of the watch is gold-colored. Inside the flip top is stamped with" Hamilton W Co, Lancaster, PA, 14 K gold filled, 413621." Inside the watch on the movements is stamped "Hamilton, USA, 17 jewels, 980, G219679." Inside the watch back is stamped "PAT 1,930,416, Hamilton W Co, Lancaster, PA, 14 K gold filled, SW." ITEM EVALUATION: This watch is in fair condition. It appears that the crystal may have been replaced because it does not allow the flip top to work correctly. The band probably is not original. The watch is in working condition. The research indicated that this watch was produced in about 1938. It is a unique style and brings premium prices if in original condition. MARKET LEVEL: This watch would be found in the secondary market; i.e., those dealers and jewelers who handle used, estate, or antique jewelry. FMV: $500.00 .ITEM AND EVALUATION: This imitation pearl ring with three faux DEScRIPTIoN '-diamonds is stamped "10 IC" It is a size 6 ~. MARKET LEVEL: This jewelry would be found in the secondary market, at a flea market, or it could be used for scrap value. FMV: $10.00 7. ;ITEM DESCRIPTION AND EVALUATION: This ring has a synthetic material with a ~'W0man's head on it. It is tarnished and there is no stamp on it. It is a size 6 MARKET LEVEL: This costume jewelry would be found at a flea market. FMV: N/A ITEM DESCRIPTION AND EVALUATION: This 4.5 mm yellow gold band is stamped --"~4KT" yellow gold. It is a size 5 ~. It weighs 5.30 grams or 3.40 dwt. MARKET LEVEL: This jewelry would be found in the secondary, market, at a flea market, or it could be used for scrap value FMV: $17.50 EXHIBIT E APPRAISAL Personal Property of/l,'//,~/ff.,/// ,.~ C4,,,~.,,~,/~.- ~-T ,z? f-d ~//' ~ L.~E I/E,~-.? ,,,C_~,{, Appraised by Chuck E. Bricker AU094-L Date ITEM VALUE ITEM VALUE ' ~ · PA, Hous~ ~uF~T Register of Wills of Estate of MIRIAM J. SCHEFFER also known as CUMBERLAND INVENTORY County, Pennsylvania , Deceased No. 21-03-0107 Date of Death 01/29/2003 Social Security No. 199- 07- 5281 DAVID C. BEARD, 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. ~ Aa/e verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative Name of Attorney: Edmund G. Myers Signature: DAVID C. BEARD I.D. No.: 20558 Signature: Address: P. O. Box 109 Address: 885 Powells Valley Road Lemoyne, PA 17043-0109 Halifax, PA 17032 Telephone: 717/761-4540 Telephone: 717/896-3874 Description (See continuation page(s) attached) (Attach additional sheets if necessary) Dated: Total: 465,245.74 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, inc. Form ~RW-7 (1992) Estate of: Date of Death: County: INVENTORY MIRIAM J. SCHEFFER 01/29/2003 Cumberland CASH: Allfirst Certificate of Deposit Account No. 80000002180560 Accrued income through date of death Allfirst Certificate of Deposit Account No. 80000002180756 Accrued income through date of death Allfirst Certificate of Deposit Account No. 80000002181238 Accrued income through date of death Allfirst Certificate of Deposit Account No. 80000002181347 Accrued income through date of death Allfirst Bank Relationship w/ Interest Checking Account No. 0075788667 Accrued income through date of death 17,614.69 110.28 16,452.62 59.61 20,764.47 162.46 6,128.62 5.68 12,409.44 0.68 -1- Allfirst Bank Money Fund Savings Account No. 0098190083 Accrued income through date of death Cash in Checking account Cumberland County VA - Refund Delaware Medallion Annuity. Payable to the Estate. No Beneficiary Designation was made on Contract. Delaware Medallion Annuity Federal Government Life Insurance Proceeds Keystone Oil - Reimbursement New Cumberland Federal Credit Union Savings Account Account No. 000447 New Cumberland Federal Credit Union Savings Account Account No. 000447 Life Insurance on Account Parthemore Funeral Home - Refund on Account Peerless Insurance Pennsylvania Blue Shield Refund Pennsylvania Blue Shield Refund PP&L - Refund on overpayment 15,592.85 3.55 79.77 100.00 8,441.72 6,164.17 3,524.45 1,241.87 236.00 28.91 255.25 1.90 53.15 40.78 100.51 -2- Return of prepaid premium from Homeowners Insurance U.S. Treasury Federal Worker Death Benefit Verizon Telephone Refund for Overpayment on Account Waypoint Bank Certificate of Deposit Account #3100013128 Accrued income through date of death Waypoint Bank Certificate of Deposit Account No. 3165304006 Accrued income through date of death PERSONAL PROPERTY: 1997 Chrysler Sedan Bridal Ring Set - Appraised by Morrow Diamond's. Appraisal attached. Item No. 4 on Appraisal Gentleman's Hamilton Watch 14K. Gold - Appraised by Morrow Diamond's. Appraisal Attached. Item No. 5 on Appraisal. Gentleman's Diamond Masonic Ring. - Appraised by Morrow Diamonds. Appraisal Attached. Item No. 2 on Appraisal 246.00 2,010.34 3.17 50,000.00 263.89 50,000.00 263.89 7,000.00 250.00 500.00 250.00 212,360.72 -3- Imitation Pearl Ring with 3 faux diamonds Appraised by Morrow Diamond's. Appraisal Attached. Item No. 6 on Appraisal Ladies Three Stone Diamond White Gold Ring - Appraised by Morrow Diamond's. Appraisal Attached. Item No. 3 on such Appraisal Masonic, Diamond Lapel White Gold Pin - Appraised by Morrow Diamonds. Appraisal is attached. Item No. 1 on Appraisal. Personal Property. Appraisal attached Yellow Gold Band Ring - Appraised by Morrow Diamond's. Appraisal Attached. Item No. 8 on Appraisal. STOCKS/LISTED: 1,504.000 shares PNC Financial Services Group, Inc. REAL ESTATE/PA: 10.00 250.00 50.00 8,850.00 17.50 65,807.52 17,177.50 65,807.52 -4- Real Estate located at 3116 Beverly Road, Borough of Camp Hill, Cumberland County, Pennsylvania with Deed filed in Deed Book O 20, Page 233. Property sold on August 15, 2003. Settlement Sheet is attached hereto showing Contract Sales Price. 169,900.00 TOTAL RECEIPTS OF PRINCIPAL ............... 169,900.00 465,245.74 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003087 MYERS EDMUND G ESQUIRE 301 MARKET STREET P O BOX 109 LEMOYNE, PA 17043 ........ fold ESTATE INFORMATION: SSN: 199-07-5281 FILE NUMBER: 2103-0107 DECEDENT NAME: SCHEFFER MIRIAM J DATE OF PAYMENT: 10/06/2003 POSTMARK DATE: 1 0/02/2003 COUNTY: CUMBERLAND DATE OF DEATH: 01/29/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $6,755.57 TOTAL AMOUNT PAID. $6,755.57 REMARKS: DAVID C BEARD C/O EDMUND G MYERS ESQUIRE SEAL CHECK# 1030 INITIALS: VZ RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS JOH~,~SON, DUFFle, STEWArt & WEIDNER ATTORNEYS AT LAW 301 MARKET STREET P.O. BOX 109 LEMOYNE, PENNSYLVANIA 17043 Fimt Class Mail Register of Wills Office Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 ATTN~ Cheryl BUREAU OF ZNDZVZDUAL TAXES ZNHERZTANCE TAX nZVI'SZON DEPT. 280601 HARRTSBURG, PA 17128-0601 COMHONWEALTH OF PENNSYLVANZA BEPARTMENT OF REVENUE NOTZCE OF INHERITANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX EDMUND G MYERS JOHNSON ETAL PO BOX 109 LEMOYNE PA 170q$ BATE 11-2q-2005 ESTATE OF SCHEFFER BATE OF BEATH 01-29-2005 FILE NUMBER 21 05-0107 COUNTY CUHBERLAND ACN 101 F Amount Remitted RE¥-ISq7 EX AFP MIRIAM J HAKE CHECK PAYABLE AND RENZT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORBS ~ REV-1547 EX AFP (01-03) NOTICE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF BEBUCTZONS AND ASSESSHENT OF TAX ESTATE OF SCHEFFER MIRIAM J FZLE NO. 21 05-0107 ACN 101 BATE 11-2~-2003 TAX RETURN NAS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVATZON CONCERNING FUTURE ZNTEREST- SEE REVERSR APPRAZSEB VALUE OF RETURN BASEB ON: ORIGINAL RETURN 1. Raal Estate (Schedula A} (1) 2. Stocks and Bonds (Schedule B) (2) 3. CZosaZy HaZd Stock~Partnership Zn~aras~ (Schedule C) (3) 4. Mortgages/Notes Receivable (Schedule D) (4) E. Cash/Bank Deposits/Misc. Personal Property (ScheduZe E) ($) 6. JointZy Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7} 8. TotaZ Assa~s APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expansas/Adm. Costs/Hisc. Expanses (Schedule H) (9) 10. Deb~s/Hortgage Liabilitias/Liens (SchaduZa Z) (10) 11. Total Daductions 12. Ne~ Value of Tax Return 169~900.00 65~807.51 .00 .O0 209~368.63 .00 NOTE: To insure proper credit to your account, submit the upper port/on of this for. with your tax payment. 8~qql.7Z (8) q53,517.87 q5,3ql.00 15. 14. NOTE: ASSESSMENT OF TAX: 15. Amount of Line 14 at Spouse! ra~a 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 et Sibling rata 18. Amount of Line 14 taxable at CoZlatara1/Class B rata 19. Principal Tax Due TAX CREDITS: PAYMENT RECEiPi DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) Oq-Z9-ZO03 CD002509 10-02-2003 12a262.52 (11) 57.&03.52 (12) 395,91q.35 Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) . O0 Net Value of Estate Sub~act to Tax (14) 395,91q.35 :[f an assessaent was issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. (1.;) .00 x O0 = .00 (16) .00 x Oq5= .00 (17) . O0 x 12 = . O0 (z8) 395,91q.35 x 15 = 59,387.15 (19)= 59,387.15 CD00~087 2,631.58 .00 AHOUNT PAZD ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULAT/ON OF ADDIT/ONAL INTERESTo 50,000.00 6,755.57 TOTAL TAX CREBZT BALANCE OF TAX DUE ZNTEREST ANB PEN. TOTAL DUE 59,387.15 .00 .00 .00 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORH FOR INSTRUCTIONS.) RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 19BI -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B [collateral) rate on any such futura interest. To fulfill tho requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may bm requested by completing an "Application far Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Hills, any of tho ES Revenue District Offices, or by calling the special Iq-hour anseering service for forms ordering: 1-800-562-Z050; services for taxpayers aith special hearing and / or speaking needs: 1-BO0-~q7-$OZO (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt af this Notice by: --written protest to the PA Department cf Revenue, Board of Appeals~ Dept. ZBL02L, Harrisburg, PA 171ZB-Lgz1, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. Ssa page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-iS01) for an explanation of administratively correctable errors. If any tax due is paid within three ($) calendar months after the decedent's death, a five percent (52) discount of tho tax paid is a11o~ed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the data of payment. Taxes which became delinquent before January l, 1982 bear interest at the rate of six (67.) percent per annum calculated at a daily rate of .00016q. Al1 taxes mhich became delinquent on and after January 1, 198Z mill bear interest at a rate which mill vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 207. . 0005~8 1987 92 . O00Zq7 1999 72 . OOO 192 1983 16Z .000¢38 1988-1991 Ill .000501 ZOO0 8Z . 000219 198q llZ . 000501 1992 9Z . 000247 2001 9Z . 0002~7 1985 132 . 000556 1993-199q 72 . 000192 2002 62 . 00016q 1986 102 .00027q 1995-1998 92 . O002~7 2005 52 .000157 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUI{BBR OF DAYS DELINI~UENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on tho Notice, additional interest must be calculated. Name of Decedent: Date of Death: Estate No. STATUS REPORT UNDER RULE 6.12 MI~AM J. SCHEFFER January 29, 2003 2003-0107 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rule, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the Estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's Account is: parties of interest? Did the personal representative state an account informally to the Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: January 30, 2004 ~7/~~ EDMUND G. MY'ERS JOHNSON, DUFFIE, STEWART & WEIDNER 301 Market Street P.O. Box 109 Lemoyne, PA 17043 (717) 761-4540 Capacity: ~Personal Representative (x) Counsel for Personal Representative