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HomeMy WebLinkAbout02-0914 21-02-0914 REGISTER OF WILLS OF CUm&eLMP CO OATH OF SUBSCRIBING WITNESS Sworn to or affirmed and subscribe me this codicil e will presented herewit , (each) being duly qualified according to present and saw (each) a subscribing witness to law, depose(s) and say(s) that the testat , sign the same and that request of testat in h other subscribing witness(es)). signed as a witness at the the presence of each other) (in the presence of the Register (Name) (Name) (Address) .'''': REGISTJ&R OF WILLS OF c......,.,GEIU.JI./J.b COUNTY OATH OF NON-SUBSCRIBING WITNESS CII/Heu:S Co 5Hlk7..t>S :z?L -{eactT) a subscriber hereto, ~ being duly qualified according to law, depose(s) and say(s) that he is familiar with the signature of I!tt,."ism Co k,/qqFe 'vd~",:l testator of (ono:> (If thp ~lIh~....rlhiRg U1;'t......~n:i~ tQ) the will presented herewith and -ctl1IiCll that he. believes the signature on the will is in the handwriting of It4rr,:S..4 Go ~/a"qre to the best of h/s knowledge and belief. j/pI 'A ~ . Sworn to or affirmed and subscribed before X ~,f. ~j;) ~e his ?iA""" day of C/,qrles e;. (Name) Shields LU- _ftijf-_ )!t~ ~ e/aoyse/ J(d., /J!echdAlcs~.,r,,~ //f 17IJS,s- ;QtJ>1. ~~jf1/JC_"fli,~ (Address) . RegISter (Name) (Address) 1I1(j<;,81)') REV ')186 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to rhe Srare Viral Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. P 8629294 No. ."",'H'''''''/""" ..,.,:. 1'0\.'." OF Pr;;..--_ ."'~''" . 'f~-o ~\\~'...:.-,' ~"\ l~....!!I' '.i;.. '. ~\ ~QI'" --: '. i~~ ~'-'~'''"f.' ..""l \. * "..~,.. .' , .~ *! "=-* - ~-:~. ~\\' ";:.~ ' . ~\\\ '0,.. !r"'ENT ~\ ~"i",.", """"""'''''IIHI"J"l' ~L:1e~/- Fee for this certificate, $2.00 OCT 0 3 2002 Date ;43Aev2l87 COMMONWEALTH Of PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH Harrison Kildare UHOEA I OM ....... -- ------- ~- 2. male SfIlfEFIl.E.'<lUMBEA SOC'#.l SECURtTY NUMBER DATEOf'O€A1H,Mc""'.Oa~. """J NAME OF DECEDENT (F"s. M'dd1., .~l .. G. ,. 182 07 6808 4. Se tember 30, 2002 99 y",. COUNTY OF OE.Q"H May 24,1903 .. CITY,eoAO.1WPOfOEATH """'''''. Boston, MA lnpolll.IIl.O 7. ... FACilITY NAME (1I<X>l""".fl..I<<>fI ~..e$l"''''''M'''''''_' BlRTH.PlACE'C.T~..M SIOI"t",FC<"'I/I't.:OOJ''''Y1 Ef\lOoIrp.II.....G ~fO AGE (l"S18ont>oay1 UNDEfll YEAR ....... "" OAfEOf8lflTH 'Mc""',O"~'_1 PlACi: OFDEATH ,C~ea '"~~..,...., -- __,n""...:klo"'<Yl "'__f ... Cumberland Lower Allen Twp. 10. lei. I(IHD OF 8USINESS/INDUSTRY Bethany Village W'SOECEOENTeIlERIN u.s. AAMEOFORCES? VesO NoOO white OECEOENT.S USUAL OCCUNJlON (~~=:;"~':::':t~ 11.. La er nil. Law DECEOEHt.S MAIlIHG AOOAESS tsu.... C""ibwt>, SlaIe. Zip COdeI DECEOENrS ACTUAL RESIDENCE tSeeonslfUl:hOrllI oo""""we) n. n. l.IARITAlSTAJUS.Matr*' ~_"""ied.WIdcMed. Dwor-cedl$pecllyl Widowed SURVIVING SI'OUSE (u_.~mMletI_ 11..SloIM Pennsylvania llC.i1......___in Lower Allen ... 325 Wesley Drive Mechanicsbur , PA 17055 1711.C .. - 1ivt>1Il1 Cumberland lOwnahop? 17d.O ::"0.:::::01 MOTHER.S NAME (F"",, MIdoJIe. M",,*,Su'_J 11. Roberta G. Gill INFOfUMNrs MAIl.INOAOOfIESSlS\leel.CilyITi:Mn.SaIIe. ZipCodoJI 26 Devonshire S uare, Mechanicsbur PA 17050 PLACE OF OlSPOSlTlON. NI/TII of c.m.t.ry. C,1ImlO<y lOCAflQH . CilyiTown, SUI.. ~ CoOl ._- Rolling Green Memorial 21C. NAME ANOAOORESSOFFAClllTY Part emore '''- ". FRHE:R.S NAME (FNSl. M<ldIe.l;wJ II. Daniel A. Kildare INfQRUANrs NAME (T ypllf'flnlj 2011. Ann K. Frankhouse METHOO Of OlSPOSlTlOH BuriIlRl c.-O RImovllkoonsw.D OIhIr($pecdy' LICENSE NUMSER .FD 012848 L ...1hI_oImy_..liIdgI.dI'aIll0CC\lt'1td""II<t.......datelo/'lClplacl5'..lltd :-.'1.... .. (J., . i N I'I).J TIME OF OEAfH OATEPRON NCEOOEAO( lI>.Oay.Yea'1 24. S'.if) M 25. S-<. - J() j )l)2- 21. MftT I; E_lhe 4i-. injufitls....compticl._.voIIdlcauMdlll<t del-,n Oonollm...1I<t mode 01' d'yino;J. such a5Cl1,d..c", ,._al"'Y ill'.", Shock '" hUll I......... lillontyol\lCll..-onlUChlinl E~_~ERSONACTlNG.-.sSUCH 2002 ".. Allen Twp., PA 17011 lICENSENUJ.l8ER ]') 20"))2.. NoKl v ,. 'Awoolmlle 'inl....~ :.-._- . i PAATIl: ou.....ig,nIftcanI___DlIIIIriIIuIingtGdI.....bo.I: 1IOI1ftIlIling"""WIdIrlVinlI_giwllirlfW'lT1 R.., "'..,\- l.)\lU - G W(~vIL . ,. OUETO((lA ASACONSEOUENCE OF): , WERE AUlOf'SY FINOINGS NAf~EPl'IlORlO COMPLETION OF CAUSE "'''"'"''' -. "'~. pzf o o OAT'E Of' INJURY ("-loom, o..y. ,,",l nNEOFINJuRY lHJURY II.T WQAK? DESCRIBE HOW INJURY OCCUFlflEO. NANNEROFOf:AfH -- PendlnQl.....SIlgaIiDn o o o Pt.ACE OF INJURY ,AI ""'fM.l,,,,,,,. sue8l.I..CIOty.o/fIc. ... buoldino;J."c,ISpeoI.1 '" ,..0 ~O No)iO ...0 NoD -~ COUIdnolbedet......o<>e<1 lOCAflONfSIr_.CoI'/ITown.SI8IeI SlGNATU 2... :leb. CERTIl'1ERtC/'>eO""'YOOA\ 'calTIFYI'tG PHY&lC:IAH lPh~so:;.at1 calli....... C;lU$I o! dPU1 wNW ~nOlI>e' [Jfl........1h n~s pronourceo ""alh drlO compoeleo ~em 231 T..__ol'"ykOlC>WleltQe.de....ClCCUfNdd...tG.hlcMlSe(.jancl"'.n....u.laled.. H. REGfSTRAR'S SIGNATURE.\NO NUIo4BeR ~7'(~~. 1.;7.,/,2,/,/1 o 31b. llCENS MBE o 31C. /v.,J')(j \iU{,.. L 31d. OC1-. Z. NAME ~NO AOOflESS Of PERSON WHO COl.lPLETEO CAUSE Of llEA1'M (lIem271TypllotPtinl Tc.u-t..p~ A. \<Jrd.......... ZYl \-\u..,~.oi.. .............. 32. I)VI OATEF~EO,O,l 0.01,,.,,all " /"/3/" 2- , ~OUL 'l'ftONOUNClNG ANO CERTIFYING PHYSICIAN (>'t-'1s.:",n boIh ~'""o..nc""J "Uln aM Ce<1dy",,", lO ca"... ... "....thf TOv..bleCol,"yknowled\l., dealhOClCu"iId.l !he'bn.. de", anclp!K'. anddu. to lheca......jand....n...., a..lal.... "MEDICAL e:r.AMIHEflICORONEfl Onltteb'litollll...un.llo.-.andJOl'ln..-..lilll-.ioo.inmyopinion,dulhocc..".daI the Ilml. d"., andpll-CI,I-ndd..llo lhl C'UM("I-nd _".....tlled.. .................. ". o PETITION FOR PROBATE and GRANT OF LETTERS ;1../- ~;J,-1'/~ G. ,k,-i'dore No. To: Esrare of lIol"rls6Jf also knou'n as Re~ister of Wills for the , Deceased. County of C"-",/;".rla.,,,J in the Social Security No. '3:1 - 07- 690,9 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/_18 years of age or older an the execut OS'" in the last will of the above decedent, dated 1Jee"","- t. and codicil(s) dated named ,19~ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Oecendent was domiciled at death in C.....,.,!urI.....J last family or principal residence at 325' 4Je$Je-. J:>~;ve fi< . . ~ ' County I Pennsylvania, with !l1t'cha n; ",.s l, ... "j (list street, number and muncipality) Oecendent, the'! 91 years of age, died Se",tt.m.Jur 3<> ,W::2002 , at Except as ollows, ecedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Oecendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: , SOl ~.6D $ $ $ $ NDNI WHEREFORE, petitioner(s) respectfully re uest(s) the probate of the last will and eodicil(s) presented herewith and the grant of letters (testame ary; administration c.La.; administration d.b.n.c.t.a.) ;;:" ~ If ftL~f Nr4nKhgUSe ~- "'CI.S QlI D~VAn.<;h/r~ ~lIh...e ;.~ lHeehQn;c~buro. ~ 171')S7) ,30.. v" "~ '50 ;; o " in - OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1 s~ COUNTY OF Cu.m f'Jt:RJA.N.D ; '" The petitioner(s) above-named swear(s) or at'firm(s) that the statements in the foregoing petition are true and correct to the best of the knowl dge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner s) will well and trul . ister ~ estate rding to law. to or e t is 00' " ~ ;;; 2 /7 - '3 - II No. 21-02-914 Estate of HARRISON G. KILDARE , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW OCTOBER 9 lP.J 2002, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated DECEMBER 6, 2002 described therein be admitted to probate and filed of record as the last will of HARRISON G. KILDARE and Letters TESTAMENTARY are hereby granted to MART TN R l?RANJ("'ClTT~l? ~,M.<ntbi /1ofl~ f>U,(l,f1,YI?J-lA.i>.Op't . Register of Wills FEES Probate, Letters, Etc. ,........ $ 80.00 Shon Cenificates( 4) .... .. .... $ 1? ClO ~ EX1'.RA.PGS..2... $ 6.00' JCP $ 5.00 TOTAL _ $1 O~'ClO Filed .. O~'I;Q!lE~ .'1.. 2.QQ2.......... .. . .. ~i'~1lI ATTORNEY (Sup. Ct. I.D. No.) 38S13 ~ CI""5e.r Rd. /JIeMltA/&564 rJ' PA 17tJSS- ADDRESS 7/7-7""-t>ZD') PHONE SHORTS GIVEN TO EXECUTOR TO GIVE TO ATTORNEY SHIELDS 10-09-2002 G 1'< I \C~ ... ~ 21-02-0914 GISTER OF WILLS OF CIJJI1t?JFI2.LkIllJ) CO TY OATH OF SUBSCRIBING WITNES (each) a subscribing witness to th law, depose(s) and say(s) that codicil will presented here lth, (each) being duly qualified according to present and saw the testat , sign the same and that request of testat in h other subscribing witness(es)). signed as a witness at the (in the presence of each other) (in the presence of the Sworn to or affirmed and subscrib me this (Name) Register (Address) REGISTER OF WILLS OF CUIrI13eu./I/i;):i COUNTY OATH OF NON-SUBSCRIBING WITNESS /,U.A!L/N e. F-eH/IIK#/Pu.$E ~) a subscriber hereto, ~ being duly qualified according to law, depose(s) and say(s) that ~ ;05 familiar with the signature of ,!IA..r'S()I1 6. K,i'aI~re Earl:",:}. testat Dr of (eRe ef the SH~!}GribiRg V':itR9SS@~ tG) the will presented herewith and that he .rnrii('il believes the signature on the will is in the handwriting of ~N'/:Sl!Jn Go ~;/d4'/'~ to the best of h,s knowledge and b ief. Sworn to or affirmed and subscribed before X me this 'I UL day of /J1n,../,'n S. tJ? /7;./.,"';; )Ii .t}tJd2. :?J> PeI"P17.S/','ri! ~'HJ,{]J#;'/Afp.jJf'JV...t!a. ~-kA~ 4'4 Register (Name) ~.,"kh",us", .:!iJ.Ui!lN', /J!f'(!I1"d/~s6Jtff. (Address) ;:l/} 17~ D (Name) (Address) . 21-02-914 LAST WIT.T . AND TESTAMENT OF HARRISON G KILDARE I, HARRISON G. KILDARE, of the Township of Lower Allen, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all prior Wills by me at any time heretofore made. 1- I ditect that I shall be buried next to my beloved wife, FLORENCE E. KILDARE, in Lot No. 1278 at Rolling Green Cemetery in Camp Hill, Pennsylvania. 2. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can conveniently be done. 3. I am not making any bequest to my beloved daughters CAROLYN KILDARE KRAMER and ANN KILDARE FRANKHOUSE due to the fact that they share equally in the principal of the Trust under the Will of Helen R. Gill, deceased, at my death, the current trustee being the First Union National Bank of Charlotte, North Carolina, with representatives in Philadelphia, Pennsylvania. 4. A To my grandson, DR. JOSEPH HARRISON FRANKHOUSE, I leave the Waltham pocket watch which 1 won in a city-wide essay contest for second-grade pupils in the Washington, D.C. Public Schools, the Phi Beta Kappa key which I was awarded in my junior year of college at the University of Pennsylvania, and the gold vest chain on which I used to wear the watch and key. B. 1 leave to my son-in-law, MARLIN B. FRANKHOUSE, the gold Omega Constellation wristwatch which is my dressiest timepiece. C. I leave to my son-in-law, FREDERICK ALAN KRAMER, the Seiko wristwatch which is my most dependable timepiece. 5. 1 give, devise and bequeath the sum of $2,000.00 to each of my great-grandchildren who is living or en ventre sa mere at the time of my death. 6. My plan to provide for the payment of $5,000.00 at my death to each of my grandchildren, namely: CHRISTINE KRAMER TRESSELT, JONATHAN KILDARE KRAMER, DIANE FRANKHOUSE FOX and DR. JOSEPH HARRISON FRANKHOUSE, by means of life insurance policies with four different insurance companies has been disrupted because two of the companies declared their policies matured when I reached age 96 and paid to me in full the amount insured. In view of the problem this has created, I give, devise and bequeath the sums stated below to the named beneficiaries as follows: To CHRISTINE KRAMER TRESSELT: $2,000.00; To JONATHAN KILDARE KRAMER: $5,000.00; and To DIANE FRANKHOUSE FOX: $5,000.00. Should any of my aforesaid four (4) grandchildren predecease me, it is my will that the payment of $5,000.00 provided for such grandchild shall be given in equal shares to any and all children of the deceased grandchild who are living on the date of my death or en ventre sa mere. In the event any such grandchild predeceases me and is not survived by issue living or en ventre sa mere on the date of my death, then the share of such grandchild shall revert to and become part of my general estate. 6a All death taxes which might be due upon any specific bequests made in this, my Last Will and Testament, or upon any life insurance policies which have remained payable to any of my four (4) grandchildren named herein, shall be payable from the residue of my estate. 7. I give, devise and bequeath all of the rest, residue and remainder of my estate, whether real, personal or mixed, wheresoever situated, including all investments, securities and bank accounts in my name, in equal shares to my aforesaid four (4) grandchildren, provided that if any of them may predecease me the share of such grandchild shall be given in equal shares to any and all children of the said grandchild who are living on the date of my death or en ventre sa mere. In the event any of my said grandchildren predecease me and are not survived by issue living or en ventre sa mere on the date of my death, then the share of such grandchild shall be distributed proportionally between or among the said grandchildren who do survive me. 8. Lastly, I nominate, constitute and appoint my son-in-law, MARLIN B. FRANKHOUSE, to be the Executor of this my Last Will and Testament. If he should predecease me, or for any reason be unable or unwilling to act, I appoint the PNC BANK, N.A., as my Executor in his place and stead. I further direct that neither of them shall be required to file bond or other security in the office of the Register of Wills for the purpose of administering my Estate. -2- rf! IN WITNESS WHEREOF,l haw""""''''''' my bmd md ",1<,,_ I i{. w.y of ~~ ,1999. / ~ ~~) HARRISON G. KILDARE Signed, sealed, published and declared by the above-named HARRISON G. KILDARE as and for his Last Will and Testament, in the presence of us, who at his request and in his presence, and in the presence of each other, have h unto subscribed our names as witnesses. -3- c9 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Harrison G. Kildare Date of Death: September 30, 2002 Will No. Admin. No. 21-02-0914 TO THE REGISTER: I certify that notice of beneficial interest 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 October 21,2002: Name Address Ms. Carolyn KKramer Apt. CH-I08, 3500 West Chester Pike,Newton Square, PA 19073 Mrs. Ann K Prankhouse 28 Devonshire Square, Mechanicsburg, P A 17050 Mr. Jonathan K Kramer 125 Algonquin Trail, Wayne, NJ 07470 Ms. Christine K Tresselt 2706 Meadow Drive, Gettysburg, PA 17335 Ms. Diane F. Pox 106 Guilford Court, North Wales, PA 19454 Dr. Joseph H. Prankhouse 4371 SW Terwilliger Blvd., Portland, OR 97201 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: October 21, 2002 ~E~~ CHARLES E. SHIELDS, III 6 Clouser Road Mechanicsburg, P A 17055 Telephone: (717) 766-0209 Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUflEAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96} RECEIVED FROM: PENNSYl V ANJA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SHIELDS CHARLES E III 6 CLOUSER ROAD MECHANICSBURG, PA 17055 n_nn~ folcl ESTATE INFORMATION: SSN: 182-07-6808 FilE NUMBER: 2102-0914 DECEDENT NAME: KILDARE HARRISON G DATE OF PAYMENT: 12/26/2002 POSTMARK DATE: 12/20/2002 COUNTY: CUMBERLAND DATE OF DEATH: 09/30/2002 NO. CD 001991 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $4,275.00 I I I I I I I I TOTAL AMOUNT PAID: $4,275.00 REMARKS: CHECK# 3004 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WillS DONNA M. OTTO DEPUTY REGISTER OF WILLS REIJ-15ilOEX ifi.OO w '""' ~::!;cn U."" W"U ,,00 UO:-' ..Ill .. " 1 -, I ( ,- -(13-' REV-1500 U:'F :,W ( ,< ,j;:::, ~ COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE OEPT. 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER .: I ~~ COUNTY CODE YEAR ~~J.L~ NUMBER I- Z W C W (,) W C DECEDENT'S NAME (LAST, ~RST, AND MIDDLE INITIAL) KI LDIr RE, Hllru~./.sorJ G. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) tJ'f- .3tJ - 2&>&>2 05- :z<f- 19&>$ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) till//- THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER SOCIAL SECURITY NUMBER /82. - 07 r.,BoB 1Z11. Original Return o 4. Limited Estate !Zl6. Decedent Died Testate (Attach copy 01 Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (AUach copy ofTruS!) o 10. Spousal Poverty Credit (date 01 death between 12-31-91 and 1-1.95) o 3. Remainder Return (date ofdealt1 prior to 12-13-82) D 5. Federal Estate Tax Return Required tf) 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach SchQ) '""' Z W '" Z o .. '" W 0: 0: o U THIS SECTlONMUllT, ECOMI1 NAME CH/l-I!.LFS .e-: :or T D.A,LCPIlREllP,QNQENE,t.N,Cc;lNFIQE:1\j 1A,L,TAXJl\jF!> COMPLETE MAILING ADDRESS ATIO!'l.5H!>ULi) BE DIRECTED TO: 5/11E"Lf)S FIRM NAME (I[Applicable) ro CLOUSER /CD. m~e./'//l-IVJCSBUR6, ,1'7/1 J7oSS- TELEPHONE NUMBER 7J7-7t:.6- 0209 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) CJ "353, 875. 'II o C? ,. 'f~; 't-5/1.fJ ~ ~C_ c: ;:.::: 1 r': ',J ,,'} ~ , .:~:' -:':r OFFICIAL USE ONLY :0 ('.) .' (1) (2) (3) (4) (5) z o !cc ...J ::J l- ii: <C (,) w c:: 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Noles Receivable (Schedule 0) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. InterMVivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) t IftJ{73.2.. {,O (6) tJ tJ 8. Total Gross Assets (total Lines 1-7) ! 45; 975. Of"l 1 gS:l. $J., (8) (9) (10) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) 'I> Ifk, 8',2 'if. ~I l' 3~ I, 7()3.7'" -0 - 11. Total Deductions (total Lines 9 & 10) (11) (12) (13) 12. Net Value of Estate (line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus line 13) (14) 1- :$~ I, 9~3.7'i SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ I-' ::J c.. ~ o (,) ~ 15. Amount of line 14 taxable at the spousal tax 0 x,oL rate, or transfers under Sec. 9116 (a)(1.2) 'I (15) 16. Amount of Line 14 taxable at lineal rate 3'1, ftJ3. 7'1 x ,0 'IS- (16) 17. Amount of line 14 taxable at sibling rate () x .12 (17) 18. Amount of Line 14 taxable at collateral rate 0 x .15 (16) 19. Tax Due (19) o 1 J(" :? is. (,1 () t? 1 Ie., :/f$.r,7 20.U CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ,. .,? >I3E S\l~E TOANS;WE8 ALL,1:l\lESl:I!>NS QI'jREYE~SE S.IDEAND RE<;HECK.MATH << Decedent's Complete Address: STREET ADDRESS 3:2S /{)ESr..EY Dt<eIJlE J BE7}fAHY YILL~(;E CITY PIE CIM/f// C S g l( J('t;. I STATE /"/1 I liP /7osr Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) ~ /6; .2F5".~7 o 1'"" ;7S.00 :l~.5: 00 Tolal Credits (A+ B + C) (2) ~ Lf, So{). 00 3. InteresVPenalty if applicable D. Interest E. Penalty {J (l TolallnteresVPenalty ( 0 + E ) (3) 4. If line 21s greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) () o 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 lax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT , 1/1 78'S; {, 7 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No e. retain the use or income 01 the property Iranslerred;.......................................................................................... 0 ~ b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 ~ c. retain a reversionary interest; or.......................................................................................................................... 0 00 d. receive the promise for life of either payments, benefits or care? ..........................".......................................... 0 [g] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ...........................................................................................................". 0 ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ..... D ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................... ". 0 ~ 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 sc~edules and statements, and to t~e oost of my knowledge and belief, it is true, correct anD complete. Declar . eparerolherlhanlhe personalrepresenlalive is based on all infor . of which preparer has any knowledge. DATE tD.2/).o 3 17PSV DATE ~ .:;;?p '03 4> /7~S.r >....",....... ..._'..c..~:r;~::;r.',~~''!;:o?'JI,~''?j,",''":'"1'i''' ,'~~I"',',';~~"'1l',"~,,.,.tJ!":"f.;.""S~.:-,,',.,.,.)',",'~y,; . 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% f72 P.S. 99116 (al (1.1) (i)]. For dates of death on or after January 1, 1995, the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (iill. The statute does not exemDt 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 o(tile child is 0% [72 P.S. 9g116(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. 99116(1.2) [72 P.S. 99116(a)(I)]. The tax rate imposed on the net value of transfe", to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common wlth the decedent, whether by blood or adoption. R~'~~'''",!,. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF ,z/ - 02 - rFf KILDIfI<t,. HAR/€ISON G. FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 1,7(.,2 Sh. ~ J,/ 1;<.36 .1. /1 :sh. L . F rJ' I./Il DESCRIPTION &m. sf,( , /IJ3 ()f /I T f T "c."SIf'-II= 001957109 ~re. 1:?15S' x/,7r,,2sh.. ~ VALUE AT DATE OF DEATH Y:2I 'f17. II , fl'1</.3~ ~:<,3IS. z2 "u --r-o., :<32.7'1 1< ILl, ;?37. ~o , ;;>so.l.2 " 7Z 963. '19 , fC 5, 0'19. ',1$' ~ I S'c", 3 96. ()Jf 3. S61 s/,. h. ~ 2P , 'f. </-. .(, '17 3 S-h. i hi 19.tJ!J s; .:? 'iLls/'. ~ hi 5'1.1.9 ,. 338 s/,. <1 h,- (J,71 /0 &m. ~fI;: % .7" of AGEJeE 5YS7i:m~,/NC., elMS /I " CIISIf' IF /?CJJ''ISVIOO tlve. I. (JZ~ )( /'-1 .shs ~ I" ~. ..sIR. "i A T ~ T 1AJlIf'/FLESS 'I C/{511'.#" oO;!,I)'1#/t16 ave. 4. IIl~ )l st.'1 .sk. =- of BELL StJuTr! {,nc!. d...d roinv. l'!.nJI,,> " CkSIP # C7'1ltl.O 102- "Vi!:. 1J':.I.9S" x .2,~73 shs. = ~ " "/01 &Yd. :sf/( ~ /0 1$'.3.2 (!om. s;I/(. 01 ., /0 57-cl C{YI'. ILL, ?poL tvNrA'S; lA/e. " C,ASlf' IF 'f!;~3o"IO? Sl?: 35" )< .7'1'" s~. -= /!bPI. .:5tk. ~ It? tJ,71 dr L-uCG"I'IT 7EtY//VcLt?G/lc-J % OJSIf''' 599""3ID7 ave. tfl- 7f" x 338 sbs. = 3. N3 :;1,. t!b/YI. :5/1(. ef' SBe (h.#J/I!l{/J/IC/l77I?AlS (riel. oI.d /ljq/1 sits.) CflSIP# 7f;387Glo3 reI/II/. h'! f " / dtJ.6'1 It? 19057 ape. ::/C./3 x ~ P73 shs. .;: 7. 8: 302 051,. " hi 17.0' t!bm. &f,f. pi . 10. 16-.3S TlrPP€RW/ME rz,R~ C"SIP ;- F9'l? % l"lf lfVe. .. 14.. 7:( )l 302. shs = ,o/f/(! :z;,t/estmen~ ]),y. t9f J. /8. I/,/timl. ef ",I , , /tJlql ;:Jyrlj;//c ff,lue (!,/J1I'''.se.l PI tG/ac.krrcK IUntl.s, A w ;::he :Z:nc. /1:;d C/Qsses,{ $1tl' 15 ( 6ee t/<<k"hpn.s H-HcI ~tprf;;;'o t5/ltlemml <<#..clte.l ) <to TOTAL (Also enter on line 2, Recapitulation) $ 3 53, '57'S. ? I (It more space IS needed, Insert addllional sheets of the same size) September 30th 2002 I COMPANY SYMBOL HIGH LOW CLOSE AT&T CORP T 12.38 11.93 12.01 AGERE SYSTEMS INC. AGR'A 1.10 0.95 1.10 AT&T WIRELESS SERVICES AWE 4.20 4.01 4.12 BELLSOUTH CORP BLS 19.00 18.32 18.36 ILL TOOL WORKS INC ITW 59.69 57.01 58.33 LUCENT TECHNOLOGIES INC LU 0.77 0.71 0.76 SBC COMMUNICATIONS INC SSC 20.69 19.57 20.10 TUPPERWARE CORP TUP 17.09 16.35 16.62 " ,/ / v v pJ:..d ( tu.Ia , , __'.(.t.Ji' t-. I! 0. PNC1NVESfMENTS .. dMdOn of JJ.'k. Ha&tn1. W.t. taors,lY1(. ~ Nm!' .nd sri'C P.O. Box 32760 Louisville, KY 40232 315179 H 1 0049 01 01204200-0006 OJ871 A ~lL 1",111",111""1,1"1,1,,,11,,1,1,1,,,1,1,,11,1,,1,1,,,1,1,I HARRISON G KILDARE 325 WESLEY DR APT 227 MECHANICSBURG PA 17055-4313 Portfolio Value Summary September 30, 2002 Mutual Funds $186,396.04 TOTAL PORTFOLIO VALUE $186,396.04 Income Summary September 30,2002 $528.07 $526.07 Tax Exempt Income TOTALlNCOME Cash Flow Summary OPENING BALANCE Securities BoughUWithdrawats Dividends/Interest CLOSING BALANCE September 30, 2002 $0.00 { 526.07) 526.07 $0.00 . . May Lose Value . No Bank GU8rantee Prior Statement $183,852.19 $183,852.19 Year to Date $5,028.44 $5,026.44 U.B. Hilliard, W.L. Lyons, Inc. Member NIffi YO!\\., American, Chicago and Basion Slod< Exchanges; C80E; NASD; and slPe. Account Statement Flnanc;al Consultant: J256 NICK PENDOLlNO PNC INVESTMENTS 331 BR!DGE STREET NEW CUMBERLAND, PA 17070-2169 717/770-1658 Statement Period: September 1,2002 - Seplember30, 2002 Account Number: 51010660 Customer Service: 1.800-762-6111 Web Site: WNW,PNCrNVEsTMENTS.CGM Portfolio Distribution The pie chart below Illustrates your positive security holdings, excluding outside assets. . Mutual Funds ~ THOSE DOG DAYS OF SUMMER ARE OVER AND IT IS THE PERFECT TIME OF YEAR TO START THINKING ABOUT YOUR FUTURE. DON'T WASTE TIME BY LYING AROUND. CALL YOUR FINANCIALCONSULTANTTODAY FOR A FREE ANNUAL REVIEW OF YOUR PORTFOLIO. Page 1 of 3 September 2002 \l\Y;l\}I\111 ~\s\n II 'l. OO~'l U\ unum)\)-t)(){I~ OJ~'2 ^ ~ II . !!! il!li == - 100% , o 5 1 6 o . o PNC1NVESTMENTS A..~orJJ." MWMd.W.l. t,vns;, ht(..~N\"S1!.'I\dSll'C Statement Period: September 1, 2002 " September 30, 2002 HARRISON G K1LDARE 325 WESLEY DR APT 227 MECHANICSBURGPA 17055-4313 Account Number: 51010660 Investment Consultant: NICK PENDOLlNO . .Mal'loseValue . No Bank Guarllnlee Portfolio Value IMIJTUAliI.L.!'UNPS".. '4~. . . .L. "'li.:;Ji :M ,10P%, d Acet Percent of Type Quantity Description Symbol Unit Price Market Value Portfolio 14,627.012 BLACKROCK FDS CPAIX $10.9800 $160,604.59 86% PA TAX FREE INCOME PORT CL B 2,331.958 BLACKROCK FOS PNPAX 11.0600 25,791.45 14 PA TAX FREE INCOME PORT CLA Sub Total $186,396.04 Estimated Annual Income $5,279.07 1,031.92 $6,310.99 litQT.blYlill/.QiltIi.QJJP,I,t,V~U6. ,"\€l,~.~.~:~~i(llil:!!iI~li~ Total Market Value Total Estimated Annual Income TOTAL PORTFOLIO VALUE $186,396.04 $6,310.99 Activity Details MUTUAL FUND Acet Date Type Description Activity DIVIDEND Amount 09/03/2002 BLACKROCK FOS PA TAX FREE INCOME PORT CLA 083002 2,331.95800 BLACKROCK FOS PA TAX FREE INCOME PORT CL B 083002 14.627.01200 TOTAL $526.07 $85.92 09/03/2002 DIVIDEND 440.15 J.J.B. Hilliard, W.L. Lyons, Inc. Member New Yo~. American, Chicago and Boslon Stock Exchanges: CBOE: NASD: and SIPC Page 2 of 3 September 2002 oooo827l lIS 179 11 1 004? 01 012[).\lOO-OOO~ 0,~J2 A - iii II I!!I - ~ E - . o 5 2 I o . 0. PNC1NVESTMENTS A. dMdOn ar JJ." Hbtd. WJ.. ~ 'hie 'fl'Iet'llbfy NY'S! ."d srPc Statement Period: September 1,2002 - Seplember30, 2002 HARRISON G KILOARE 325 WESLEY DR APT 227 MECHANICSBURGPA 17055-4313 51010660 NICK PENDOLlNO Account Number: Investment Consultant: . .MayLoSIlValue . No Bank Guaranlee Cash Flow Analysis 1"'.,"""""'.:K"I....~.:'!"'"-.'N~'.'.,...,."''', '$U''''''''~ ':' ,,'II"," 'l "oJ: ,,,'''., Ii' I \PJiJ<~~I~"",~\.:;I'\#_~~\:;",liFli"!Y'\~;UWI,,.t:. 1VllV1~T'"'h'''l ""J!4---'V#fli".I1i*"r;lh Acet Dale Type Activity Description Quantity Amount BEGINNING BALANCE 09/03/2002 DIVIDEND BLACKROCK FOS $85.92 PA TAX FREE INCOME PORT 09103/2002 DIVIDEND BLACKROCK FOS 440.15 PA TAX FREE INCOME PORT 09/04/2002 CHECK ISSUED DIV ISS #DV 1688584 ( 526.07) ENDING BALANCE $0,00 Balance J.J.B. Hilliard, W.L. Lyon5, Inc, Member New York, American, Chicago and Boston Slock Exchanges; CBOE; NASD; and slPe. Page 3 of 3 September 2002 $0.00 $0,00 ~l~"'I,.n.. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER kILDA-~, 1I/f/CteISo/ll G. :L1-oz-'1'/$1 Include the proceeds of litigation and the date 'the proceeds were recei~ed by the estate. A" property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t /t€!=UNlJ ;=f'ep/J1 T. ..es. P/lI ;1tmSPAI/f{. /A/{!. 7?!-)(C'S .4 AiJ/7. ;;?E1=J/lViJ fi&dJ:Z::;,(', S, O/V P'EE!Smm. /HC. T/fXe SA-l.~ OF Jf7€JreSoH~-ry P,Y CHUCk Sl'eICKCF;ll?.. A-<<C7(oll/~ (see slJt!l~fs a-//ad1t:./) * SPECIFIC ,B€~llESn of PElf'SoA/AL -ry ~ !p. 'I A. -c. /1-. twfL 7"HA/H ;<7oCk€7"-tk/Art!N' ~ (;,pt:.L! yC':Sr 0YA'/A< 8. G p.:.l> "I1IE~ ~:rEU;t}71tPN t.f.}AVsr~Tt!H ~. 5EJKtJ toRIS7ZvATCH ~ INFO /Vorc: 745 l>EC€Z>B1JT uAS AlFHtKLY /PP YE>M'$ OLJ> AT :P.P.i>, 'Jit€,sF l'TaJfS t.Je3lli1F *-~O Ol..D /N .. St>mE (J/lSe5, A'/(srl!FiJft>.k/I>IZEV tJ/t j1/r1"l?t> A',N.D /f/tJAllF OF 771€/l! /P1!flIf!E p;<lE"/?#8'tE. THE//( F#IVC7IP/f/k ;-~U€ IS i!F/f't/ ga!' H 4/tJ/Jflli/Ji SI?N'TldJEAlr/H:. V#-/..UIF pF "/,p'p rI/lS fSE/11V A-PPtutJ 7P L<.4C#. (,. /C1!~n!BYeE" 7D T/ZlIsr <<AlL>P? UG:=" ?tJ/CL.. oF #~L.!9f/ If. (;ltL, iJE(!€,q.s~, /N' IP 3 ..eFFe5lf?S 7P .4 7-eVST TOTAL (Also enteron line 5, Recapitulation) $ eft 1f5" 6.6 "I (If more space Is needed, insert additional sheets of the same size) ,;(. 3. if. s. jJ/II e ,8/1# k, /tI,"; : t!e"/,'f ,,/ lJel1os;!; Aut- # z/ ~o/ ,4eer. ;'It * c/.o.a/. pn ..zn:-A1,4.) ozc /?/Jr.. ~.J .8) c.) 1>) E') 04v/15 A<!et. ~ S/) 007 al:Z S-" F-) #eer. YJ ~ d."./' oM :z:feH1 e.) Go) Sav'/,,!' ;kd #- .5D :301 lo~ ~F 11.) ,4t:.cr. mt. ,f, d.od P/1 :]:f1!M C) (See lofer h4/ ~fiI{! 13#/lIK.-,4/,/I, / tfff'#-N(Ei>) CAeek,'if A-(!c/: # 51 'foz 377 /leer. ,."t. k 0',,,.0'. ,"" ITem I!;; c.) ". .20, 19DO. ,:;D .<>0 ". ;? 3, f$lY. 33 " :1.2/l .00 .N . ()O , ;. It!' yr ~ !i,Ffo.lIo ~ I, t'JC>6. 60 'ji( 3'1 [1, SD ~ 1.00 ". /."'0 ". /. bit> SC#€1J, E'. / ~/!tt:l E.$;r/l~ otJ,c .<ILLJ/lftZG/ //A'"UIS.tJIV If. ;C /-02- 9Pf iC.57/1L/L./.,s-#El> /(JIIPBiP 7;V~ t::U/t:.C Cr'=" h'EZBI/ R: 61t:L.. 7'l"'e 7A!usT ~ ~/i'IWA'/kL.y $/fPl!' ..9Y HGf" k/u &F HLJP:;;!& /9'35" ~ A- , {!nJ/(!./L. t!J,c #U/f.. ZiP, /f'4'/ AI-1tI~ '" (!,,t>/c/t:. ,!:>/<" /l?~Y /~ 19!'"~ ~.LJ /f I=u~r"'c"" ~l:vC/1!. 01=" v'uLY /~ /?~9'. IT pqnt>er:> RIf' ,# aFG ""/.t:/1'#;t/CY WI//! /A/~AYG" /?flY/J8CG 70 rY'A'WR/St!JA/ 6. A'lc6~E, , ~#~ /VA'S ,wS. c;/US /l"E,oREH/. / /I/fJ/E G/II(!'u>.5I!'f1J/A77/f"C!//~ A (!bPy I>F TNE L.t;=-rre1? 6F PFTef' C!. P~{, E.J"4'. DF /V171'. 20 1"1"1'7. -m/s LE'TTC?? SHIPt/Ll> ~I//D.!;- Su.FF/C/€7'IT /4 r p~ /11/!-77I71/1' 70 ;/EnIFy /1>//17 7,</,9 #€~ /f'. G/L.L. 1/cU's-;r /V/l-S /It:-/et=7J.L>y 11#.1) /&L. /A//-/c/e/T;1/11Cl: TAkes ;t!?/Jlf) /I/IIiJ m/!r II .5ijpUf.-D A/oT ~E (!P1I<511>~ ~/I-~r I!)r 7N€ ;<J;e()/511- T.f= ~S m Tt::" e:>j!= /t'/M'/? IS PAl 6-, ,K/L.&f-J(t;; //1/ ;.t-/tY /1/tfy. ~.stJA-r77f{!.ll€D IS /!- ~/lY?JF TN? wiLL- /!/zILJ &t>/(!.(t..~. PF L./In: .2>A'-ys /WG //'C..Us7 /7/f"S -6~ /lpml#/s~~-P BY Ul/lCNLJWA .8+A/K; MA'; ,/;;'3 Sr;uTH ,d/i!b#.b oS/./ /"//IL.;1,/,:7/'f /9//)7 A'S -# /S/.3<po .:z/r"t?3. JH7J{pkGI/ Sed.f= ~/Ii5~/lIUE ~ /M'f6 4/E~SA-/2Y /0 ems€" Okl /MIO ?~I"~LY l::>/5TRI.6VTl?'" :m''';- //ZI<!;7 d&A?I"t/.t -' ETt!./ 41E77/r'E7( 7#G" ~7j;I/e 4/1PA" EST/t~ &awsez. k/JrJP /Jf/IIJE /J.'Vy &~A"6G RJe -z;y~ S#/??E; .I 7. J/lt.~ OF /J!/J7M'/z&) 7)/5/f.$LC1J pastJ#J III/-LL MilT -n> /(EYs~#~ $RA!'JIL./7)" ~ ,€lEC'5/flr '#7/7fC/lGt:) ~6/0,22. 0, /I-/)l>t1"itIN AL r(€ r:uf'/l:> ?;(pI5LBn.5 fViTl/ F1< PJVI 1/<'.5 PET< 21;01 !pEr" I?Af 7JIS c.f) i/€"7(y of -F 3, Z v;,f.ov te . S PNCBAl\K , December 24, 2002 Charles E Shields, III Attorney at Law 6 Clouser Rd Me:hanicsburg, PA 17055 scp RE: Estate of Harrison G Klldare (Deceased) SSN 1 S2-07-6808 DOD: 09-30-2002 Dear lvlr Shields: In response to yow- request for Dale {If Death balance,; for tll~ custOmer 11\1ted aDol'e, our records show the following: Certificatt of Deposit Account#21001028886 Established 11-30-J 994 HARRISON G KILDARE DOD balance: $20,000,00 + $0.00 accrued interest Checking Account Account#S140237715 Established 04.01-1978 HARRISON G KlLDARE DOD balance: $23,44433 oj- S2.28 accrued interest Savings Account Account#500070 1256 Established 05-28-1996 HARRISON G KILDARE DOD balance: $0.00 + $0.18 accrued interest Account#5030110588 Established 07-15-1987 HARRISON G KILDARE DOD balance: $0,00 + $1.18 accrued interest Page I of2 ,-'~ ,~'J::Hr"~i The decedent did not mamtain any safe deposit bo;; at PNC Bank. I Please note that this office only provide~ date of death balance,' f(lr deposit accounts \n~,. CDs, Checking and SaVlngs accounts) We do not proccs:; any tillJnci31 transactions or ~rovide statement, If you need assistance with any of these items, plea." call 1-88S.PNC.B.A..NK (J -888-762-2265) or stop by your local PNC Bank branch oftlce. Sincerely, /'. -J L-/~ ~ - ? //!'_d /t--..A~~ G Enea L Schlegel PNC Decedent Reporting F iIstside Center 500 FIrst Ave, 4lh FI erF Ptttsourgh PA 15219-3128 1-800-762-17'15 Member FDIC Page 2 01'2 T[lTRL F'. D~' ""'........,........-- ~ ..........-. - - - Iff F, Auction - Wednesday Evenings 766-5785 Chuck Bricker, Auctioneer TOTAL SALE CLEAR. YLff',6u :2-'83, :;;1) S tS, c)(j Ii !1.rl.N Jii. tv.,..~ IJc-"A,"""'" {, /.J _. h ./,/ / (i,'U.~--,' COMM. l 220 IiU'OJ.~:! CHEU\ 500214.'2?37 (!4(lOOOOOi1701 .B4 '$555.00 1.4:::;3 rb\i. ~~'\' :2(,02 .,,030160 ~(;,. OOCf)SH This deposit or payment is accepted subject to verification and to the rules and regulations of this bank. Deposits may not be available for immedIate withdrawal. Receipt should be held until verified with your statement. (1 BUYER bV cg .. Cit0 Q o ITEM ./ @ $ 2. (':Ie 3 BUYER ITEM 0 @ 5 BUYER ITEM LOT # @ 7 BUYER ITEM 0 @ $~ -~ ) - $ /.&0 - $ 0& . !fq /9 :~:ER /tJ!a~~~ \.. 0 @ -$ f:;- LV 0 . 11 BUYER ITEM LOT # @ 13 BUYER 1.1) , ITEM LOT # @ - $ 15 BUYER r-- /..,-, L-, ! ( ;)-:1 Ii. ""(em frf'-" '1I~/" e4~ . /-:J /t'C' 'I.", j _@ = $ t -/. ./) '-I (:-. /1 u_ ____ _u__ _ ~ 2 BUYER ~ ~ ITEM cl/ ~. - o li:i @ - $ J //e:; . ~ , 4 BUYER - [D /. 5 ITEM LOT#- @ $ 6 BUYER ITEM LOT#- = $ 'i. (!;C 1l BUYER / 7 () "~~rU'zV~ ' @ ~ $ ?5o) ;l~ -@ 10 BUYER Z ""{LOT')' W7'('.r~ @ - ~ d. CCJ 12 BUYER ITEM Loi# 1.Ct; @ $ , 14 7 C BUYER '--' ~ ? -- ITEM l LOT # @ - $ L/. &C) 16 C: r7 BUYER" ~t'! I '''E=l~- l r-t'<~ ~ \, ) -@ / ~ $ /. .J __ __.. ___ _u ___H ~ Q-q t; f"\ l\rTClRNEV AT LAW 6} r;:3~ f )' PETER C. PAUL 1(1731\ TOWN POINT ROAD CAMBRIOGE. MD 2161] (410) 470-4(j27 FAX; (4]0) 228-0117 November 21, 1999 PHILADELPHIA OFFICE, WIDENER BUILDING 1339 CHESTNUT STREET PHILADELPHIA. PA 19107 (215) 575-4287 FAX, (215) 563-2583 Mr. Harrison G. Kildare 325 Wesley Drive Apartment 227 Mechanicsburg, PA 17055 Re: Trust u/Will Helen R. Gill Dear Harrison, 1 apologize for the delay in responding to your inquiry (in part caused by bureaucratic snafues), but my response is positive. I reviewed the files of the Philadelphia County Register of Wills, the Philadelphia County Orphans' Court and the Philadelphia Inheritance Tax Division of the Pennsylvania Department of Revenue. They reveal: I. The enclosed copy of the Will of Helen R. Gill, Petition for Probate and Letters Testamentary. This gives you the full text of the Testamentary Trust, which I understand you did not have, as well as other information. 2. The Executor's Account of the Estate of Helen R. Gill was audited in 1949 (No. 4714 of 1949 of the Orphans' Court of Philadelphia County) and that (a) the inventory of the assets of the Estate totaled $88,426.00; (b) the distribu"'~ble amount of the Estate was $84,369.80; (c) $8,061.99 was paid in PA Inheritance Taxes; (d) the deductions probably included Executor's commission ($2,947.54), R & H fee ($250.00) and other administrative expenses (plus or minus $250-300.00); and (e) the Account was confirmed. 3. Both the Account and the Pennsylvania Inheritance Tax Appraisement showed a tax payment of$7,125.00 on 7/15/48 (equal to $7,500.00 because of the 5% discount for early payment) and another tax payment on 2/28/49 of $936.99. Also the net taxable Estate for P A Inheritance Tax purposes is shown to be $84,369.91. Therefore, the tax, which was 10% of that amount because the beneficiaries of the Trust were collateral heirs, was $8,436.99. This compares closely with all the other calculations. All of the foregoing establishes that the Executors of the Estate of Helen R. Gill paid the total PA Inheritance Tax for the full amount of the distribution to the Trust back in 1949. Therefore, there; will be no PA Inheritance Tax due upon your death on the Trust res, irrespective of its appreciation. You may want to keep a copy of this letter with your Will. If! can do anything further, please let me know. My bill for services is enclosed. Please call me or Mr. Shields should call me if either of you has any questions. Since y, .t(od . eter C. Paul PCP:kp enc. cc: Charles H. Shields, ill, Esquire .... .- 1i HIST ADam SAvE First Fidelity Bank, N.A., Pennsylvania 123 South Broad Street, Philadelphia, PA 19109-1199 215 985-6000 c- June 21-, 1-993 Mr. Harrison Gill Kildare, Esq. 414 Bethany Drive Mechanicsburg, PA 17055 Re: TjW Helen R. Gill #100101571702 Dear Nr. Kildare: Attached herewith, please find the Last Will and Testament of Helen R. Gill. If I can be of further assistance, please do not hesitate to contact me. Sincerely, ~,{ ure3.0c&.d.- Diane B. Gobeil Trust Officer DBGjdkb Attachment , i ? U ........-'..- , . .0 ~! ~I - I ;~I ~ :'1 'v - . ~ Cpo . I, HELEN R. GILL, of the City of Philadelphia, being ot sound and disposing mnd, mecaory and. understanding, make i - I this my Last Will and Testament, hereby revoking and deClar-1 lng null and void any and all Wills by me at any time here- I I I direct the settlement of all r6J' just liabilities I as soon atter my death as convenient. tofore made. FIRST: SECOND: All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, de- vise and bequeath to my sister, Evaline P. Gill, should she survive me, absolutely and 1n fee. TRIRD: In the eve~t of my sister's decease before my own, or should our des ths .,occur at or about .the same time as the result of the same catastrophe or otherwise, I make the fol lowing disposition o~ my entire estate: (a) All my furniture, books, pictures, silver, jewelr , wearing apparel, and generally all articles or personal and household use and ornament to me belonging (not disposed of 1n a separate memorandum which I shall leave for the guid- ance of my Executors in the disposition or my personal et- tects), together with any policies of fire and liability insurance carried by.me thereon, I give and bequeath to my sister, Roberta G. Kildare, absolutely. (b) All the rest, residue and remainder ot my estate, ot whatsoever nature and wheresoever situate, I give, de- vise and bequeath to my Executors, here1natter named, IN TRUST, nevertheless, to take, bold, aanase and control and to invest and keep invested and the net income theretraB to pay at quarterly or other conventent periods to ~ sister, Roberta Gill Ki1dare, :for and during all the term ot her natural lite, 'and at her death, To transter, aaaien and p~ over trom the princi- pal of the trust the sa. ot ane 'rhousand Dollars. ablolute- L ~ .~ ~ ly unto my sister, Blanche Gl11 -Roth, if living at the tl~e f.lxed for the said dlatrlbutlon, and to pay the net lr.co~e from the ualance of "the said principal, or from the entire principal of the trust if my sister, Blanche Gl11 Roth, shall not be living at the t1l!l.e fixed for the sate dlstril',u- ticn, unto my nephew, Harrison G11l Xl1dare, son of the said Roberta Gill Xl1dare, for and during the term of his nat- ural llie, and ~t his death, to transfer, assign and p~y over the principal of the trust unto such of the descend- ants of the said Harrison Gll1 Kl1dare, as shall be living at the time fixed for the sate distribution, equally, per stirpes, absolutely, or 1n default or' such descendants then liVing, to transfer, assign and pay over the said principal a8 rollo.s: One-third thereor unto the Baptist Orphanage~ 58th Street and ThoMa8 Avenue~ Philadelphia, Pennsylvania, abso- lutely. Two-thirds thereof unto such ot Adele K~ Hath, Jr~~ and Evelyn Gill Roth, children or my nephe.~ Victor T~ Roth~ Jr., as shall be living at the time fixed ror the 8s1d diz- tributlon and to the issue, then living, of such of them as shall then be deceased, equally, per stirpes, absolutely~ It neither of' them and no issue of either of them ~hall then be living, then to transfer, assign and pay over the said two-thirds ot the said principal unto the Baptist Or- phanage, 58th Street and Thomas Avenue, Ph1ladelph1a~ Penn- sylvan1a~ absolutely~ FOURTH: I have made no provision herein. for my nephew, Victor T. Roth, Jr~, not because of any lack at atfection tor him but because be is otherwise well provided for. FIFTH. Notwithstanding the trusts hereinabove declared, ~ nephew, <<arrisan Gill ~ldare, when be shall bec~e en- titled to receive the incOIIe trOllllY estate, may have the -2- -/ ~ ~ privilege of withdrawing the SUM of Five Thousand Dollars from the corpus or principal of my estate at such time as he may elect, and as to such sum so wlthdr3WTI the trusts hereunder shall absolutely cease and determine. SIXTH: The share of principal to which any minor may be- co~e entitled hereunder shall be held by my s~ld Trustees until such minor shall attain majority when it shall be paid over; the income therefrom in the meantime to be applied by my Trustees toward such minor's ~aintenance, education and support, the receipt of a parent or duly ap~olnted guardian or of such other person as may be selected by my Trustees for dlsburse~ent thereof to be a sufficient acquittance for income so applied. SEVENTH: All princl~31 and income while in t~e hands of my Executors and Trustees, so tar as permitted by law, shall be tree from the engagements, alienations and antici,ations ot benefIciaries and from attach!!lent, ,-~xecutlon or seques- tration by any process, legal or equitable. EIGHTH~ All inheritance and sUcc~sslon taxes shall he paid from the corpus of my resldusry estate so that all gifts of chattels, legacies and life estates hereunder shall be de- livered, paid over and enjoyed without deduction for any such tax. NINTH: 1Iy Executors for the time be1ne and my Trn.Hitees thereafter, in addition to and not in limitation of the authority given by law, shall have and exercise. the follow- ing powers! (a) power to retain any investment that I may leave 80 long ~s they may deem it advisable to do so. (b) Power to invest and reinvest and the investments so made as well as any that I ~y leave to alter, vary and change at discretion without confining themselves to what l18.y be known aa legal iovestments. -3- N ~~ ~ (c) Power to purc~se Inves~~ents at a premium ~nd to I charge the prenium e1 ther to principal or income or partly to principal and partly to income, as they shall deem best. (d) Power to exercise BnJ' option arising by reason of the ownership of ~ny securities; to join in uny plan of re- I organization, consolidation or merger 3nc to deposit securi-I , tle~ thereunder, 3S \fell as under the ter!'llS .of an.v voting trust 3greecent, anu to other~l~e delegate their dlscre- t!on~ry powers as occasion shall arise and they shall deem it eX?edlent to do so. (e) 'pmver to let and demise, alter and improve, ~artltion and divide and to sell, exchange and dispose of all real estate that may form part of my estate, selling at e1 ther public or private sale for all cash or part cash and i part mortgage or upon the reservation ,of ground rents and the said ground rents in turn to extinguish or assign and good and sufficient title to the propert1 so sold to make free and discharged of all trusts and without responsibil- ity on the part of purchasers to see to the application of the purchase money. TENTH: I appoint JOIDl K. XEIM and the FIDELITY-PHILADEL- PHIA TRUST COUPAXY Executors of and Trustees under this my Will and expressly relieve them, in so far as I am able to do so, -of the necessity for entering security in any juris- diction in which they may be called upon to act. In the event of the death, renunciation or inabil- ity to act of the said John Y. Keim, then I appoint l'!lY nephew, HARRISON GII.L 'KILDARE, Co-Executor and Co-Trustee hereuncer in his place and stead. IN iiITNESS i'HIEREOF I hz,.ve hereunto set my hand and seaJ. -4- 'I this .;..o~ day of if~ A.D. 1935. C2t//t'~ {t, ~~ (Sf Signed, Sealed, Pub11~ned and Declared by the above named HELEN R. GILL as and for her last Will and Testament, in I the presence of us, whO, at her request, in her presence ~nd~ 1n the presence of each other, have hereunto subscribed our names as w1 tnesses. r:::::IJ /J ~: .~~Jjs-~.~nV\-IJ.r~ ~!. .?'6 ~w I , -15- ~~>:.:....~i:;(~:-...._._'. ~ I, ilEL6N R. GILL, of the ":ltJ' of Philadelphia, do herebJ make, publish and declare the followir.e: to be a cod.lcil to my Last Yll11 a.n1 Testament executed under date of November 20, 1935, as follo~s - to ~lt I desire that Paragraph ;3, .Sub - Paragraph (b) of the salu ~~ll shall be Changed by ellm1nat;lne; any reference to ii gift _of One Thousand Dollars ($1,000.00) to my sister Blanche Gill Roth, to the end that such gift shall not be made. It 1s my desire that it should be understood by all in- terested persons that this chaDge 10 my will bas been made after discussion of the same witb my sister Blanche Gll1 Roth, and that she is familiar w1t~ the cl'rcumstances under "hich the change was made and is satisfied with the disposition of ~ estate. IN \~ITttESD V.HEREOF I have hereunto S3t my hand a.cd seal this ~6th day of August, A. D. 1941. ~/MV'a. &'~(SEAL) Signed, Sealed, Published and Declared by the above named BELEN H. GILL as and for a Codicil to her last "'ill and Te~tam.ent, in the presen'ce of us, who, at her request, 1n her presence and in tbe presence of each other, have hereunto subscribed our names as witnesses. ~'.B.....1~ ,/ 'P.-(3~d~ o , cot 1 elL i, ~~~, ~. ~~~L, belL nf 20und ~nd disposi~3 ~ind. m<::r;:;ory .:u:d :.lnder~tar.c'.ine::, do h~reby :!5.Kr:1" ,k)ublish "'r,d ceclare the folIo' ir. _ as e Codicil to :..y l:::et '"ill ,'3nd Testament executec .J[. tit,,", :,)tll d-:;y ()f j';'Yl,"':!ib-.2:', 1935, to ":d.t: I 1'181":'01 "-:lrec~ :;rC: re~uirt: that any nDd all shares of stock if su~6 '::Jy : he l<'Ll.....Ll Ti -...c.1.:............_:.:.......+.;..1.:-. ';';.'Jt T L.:.:.':.:;r'~.NY, of' i:'hil':\d~l,tii.:lu. i'~llll.::yl';en:a. chich I :(.:.y o",;n at t.ll,-, time of' my d"'l:Jth, ~nc. 'r.hl'::~j siltlll be(:o:"e ~r.L f,;n. Kart uf Lie Tru.st iJrt:lbtcd upd..:;l" h~rEH::r'_~..:;h ),_ subj,.'s!'a,,:rB}h (0). of lnJ" said hill, snall be r",~~ir.c'd in the ~nid 'frust::l~' :.:..e c-:;..id .tl._.:..LiT'i_ t"'=-..Lr.!......-:....:,...I...n 'I~.i...~r::.' \..J.d.h]''i, 3S ':'rustee, under the swne condi tions 85 ::.&.y be "'.f.Ir'lic:iole tl.) :!1j. otl,,,"r ir,Yf;~"r..ent.:o, tiL~c exis~,iI\.-; ':.r :'ub~e:.lent ::':tCiLe '~r F:('...:ral lev:, re;u'::.":i'~n, ':-:Jle, or ,)rder to the 0or.t.r'-'~'j. Lot.'.'iit.h;;~['Tdinc. In ',',17_r...,L::':: ....!-.e':r'~':::j' I .'l,"Vi: :-,'::~'2unto .'. t ~".i h:::nd "nd s :t:\l :hi~ l;...a d;:.Y:Jf ~JUY . 19L.L. ~#a, @d (C~.L) ::"l.;;1LL, :..~......L, _<,;::':':::~,.i-l~l ~ind I..:.(;L,..;.~..L or: ~::::: .:.J,=,';:; =~:... or-,Q lic;;e b~- r).~..ll ~,. jl.;......., tj,,,,, ~oo7e-~:~?1?r:ed ~d~t~~I'l~,.,~~ a~d for e ~:lC1Cll ~0 h8r .~~~ ..111 ':.Ina Te.st..,..';'.~r...t, in :i~_~ ..' ~'-::::c:-r.ce, ~-~~' i;,\t~:r ;.~~:~,;'~~c ~.f a~s~:.r_,~,~~~~:: ':, hHve j::i,;-rt;l,;.nto ,-''.:.oFc.:'iber. ,)ur ~_;_~'.-"'~- O~ ~tt~~t'~. i:ne~~~: w~ J6j l h/;li~~, U / J I l- I i ~. (i , , I ; i ! i ! ; I :~ 'po . ......, 1~ .: < ., , v u L".i ...: .J.. ... 1, 1.1..u.l!J.. n. ...;........1.. of rhiladel...Jili!:'., r'enn~;~"'::' v'mia, b.:ir:~' of' sound and ciispo::;ilJ.-~ ;"ir.d, lh<,:mory ar.d ur,jar-st-::>.r.din::. do hereby'midce, .t.luol13h and J.eclare ":.hc L}llo<.:in:~ as a C~uicll U) m~' l!::lst \';ill brei TcsttUll:nt datad t:ie 20th day 0f hav.=::IOd', 1935: In 6.dcition t,,:"ile sil~ciric be_iu0s'tS. ;H1J~ in :JJ." 'l,i11 ~s aforesaid, t1ca wi tho'J.t ravokit..; or affa.ctir;:: til.y sueh ...::ift.3, I .further Dive and 9El~U~;jtl'l th.] 8U!r!. ot' .Jne ':'hCII.l'sC'.I:d (~l.O,JO.OO) Dollars unto .rohn M. Keim, bosolutely and in fee, ";.-,'lether ;1.:1 shall or shall r.ot a:::;rae to- serve as a co-exp..~utor :Jf :,7 estate and co-trustee of the test~entfi~J trust set J.~ in ~arn3raph 3 of' my Will, 'provided, hawev,::!", tb.:;.t 11' John :.I.Kei::l f.:hull not be I1viD3 at tne t1~e of ~y de~thJ the said ~ift as to him shall Ia,psd and Rhall become ,;art of my residuary 6'st~t.=. I further direct. that .Tohn d.. L:eLr:l ShB-ll- cot be appointed as co-executor and co-truste~. ~r ~y estate, 8S pro- vided in my ',:'111, unleEs t.e shall ae;ree to waive d1 co;runiSf'ior:r- for such services as h~ nvulc othe~xise b~ 6'r:t.itled to receive. 5eal this In witness ~'.'he::-eor, I ;'eve te:'"~unto set ::,y hnnd Ern /1~ day or )<<4/, 1944. , {f, ~~ ~~I ':;lGh~t- ~~~, .r'iJ,pLiuiuL acd L~CLARLL on the above day and date by li~~~ rl. Gl~, tee Testatrix abovenam~d, as and for e Codicil to her last Will aLd Test~ent. In our ~=asence. ~ho, in her ~resence, at her re~udst. flrod in the presence of each '.Jt.hdP have hereunto subscribed our r.ames :.~;;t~.~ 7l(71:'~ REV-1511 EX+ (12-99) *.. ,.~"~. ""' COMMONWEALTH OF PENNSYLVANIA !NHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF /(1 L VI! ~~ 1i/lI(lt/sOl'/ G. FILE NUMBER ;;./- 0;( - '1/1 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 11 1. r<<iYEJltAI. t!Unt8EJI!t.AAIi> PAle 1Hffhtp/tE !loh/€' pp A'Fw 5; :<7/. 70 :I. I? It (; /}/v/6-r IfRl'ltJII.'/I II! II.( 111 "75.00 3. Ll(lVt!IIG'oAl /W/1/(E "If' F/?H//t..Y t FIf'/eYL>s /tT HtJt.lJ>If.Y INN ~ "I IF. 1/'1 1- /J 1f./.II/Yf!E 7P ,<?I#I(PtG' /H,rJIl&;- FHIIIE1fAi IIMIIE ~<;:/.IW B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions f Name 01 Personal Representative(s) b1 A-.eL.IN S. FR/lAlj(JI/JUSE / S; PM.1J1J Social Security Number(s)/EIN Number of Personal Representalive(s) Street Address ~ e l>EVOA/Si/II2E oOJulf/ZG City /}f/:"f!If/lA//CS~/(I?6- State /l/f Zip 17tJS"o Year(s) Commission Paid: 0{ 003 2. Attorney Fees CHIf~I..E.s E; SHIEL.DS 1iT '1 13, (,~tJ. PtJ 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant IJIP4!/E EL..16/d~E AltJN.€' Street Address City State _ Zip Relationship of Claimant to Decedent Df Short cerrih'c",tes " 4. Probate Fees QM.J or,!inal isslAe 103.00 t;,r l" 5. Accountant's Fees ~L\e1 'Bo.rl:n.."l, , C ,p,1!-. cloteout' IDI/O$, IDl/ls e q 00.00 , (..s/",..) 6. Tax Return Preparer's Fees (!.UJ/t her/a "':/ Lpul J{;/(rna! l' 7. .4dvuf/sin; /" 7S.00 r. /ldtlerf;s;"! ;" Harr/sJ,,,'J !kf6ot /lJelro-/tIe.st ,r 7'1. ':3 'I. I(e/",bur.umenf -h> /l-nn H-4"Jdu,,,se, U)/ k of exe~u/z,r ~r ,r Sfpml's/pnf4/e / ;<7hp~/ t!ln'A;- / J/uJ7J7/1/ ,etz. -" '?erp/eJ1'4 0l9~./R ~t:t. ~S- lb. rf'e /n, 6" rsentl'/7f fi> -f-nn ~n,j:ju"~s~ ;;r Exp~~ /J/et/! If. I?e/n,pvrsedlenr n, /Inn rrAnKNK5e (kr/I(/rIPV') fr,r /If tll/;It,!, "13. ~S- . ( t1>"hnue II) $ 'is; 975'.'11 TOTAL (Also enter on line 9, Recapitula110n) Debts of decedent must be reported on Schedule I. (If more space is needed, insert additional sheets of the same size) 17. IF; If. UJ. Sellt;}). f/. ~1/td. KS7ATtF pr RIL/)/I/?F, #J1l/t,e/Sp/II G-. nt:€/)/t'). 21-o2-<JILf &>(,7" pF (!NEl!I<$ -,4e(J RS7- &E~NG AUT. ~~7-~O Jr /!E//II~ilItS€"BVr 7P /fA'$' FA"#AlKNl)vs~ F6(' j7I)S7"I'I-GE ere 3';-. If/? , . ~ /(E/JIIIJlIlI'st;:/JfENT 7b "M"/II nf'M'.K;Y't')/(Sof"" n;,e ~T/F. b1A'4w65, ET~ 6/. IX> ~ ,f,G-//J/13f{I(St;:nl4FNT 70 MA',RLE5 e S#IEZDS ffT rz:,~ (!a?77F /}IA-/LS 30.9'1 !fE//l/13u,(S€me;"T "Tv DI/I-/Zt€S €. .:>>'f1eZ/)S m: ~"" Gi9vt:?e~L ;J0.57/f6G; /l//e> 72>CPt9/GS/ etc. f"t= s 11/11.) ~~tJmc/!/J'H. .5ff~1 (!E7tT/A>. /:1. /3. I'/. IS: It.. ,4-LJ/J//io/ViH. Sy,A! T S#,Rr Ct:ie77r'S. Cal77r'S. "'1J~/1i/)1/I ,?(. ~ .? 'f. .5Z> " ~1I.L"J0 " ~ ,tx> " 9.00 /!E/H/,sV/(SEllfc/v,/ ;70 CN'A'A'LES e-. SY/czLlS" 7iL mA? t!8f!1F /lI/lIL.//lh:; / [) ,q;tI/S~/.IE :2/. /MLJ/7/MII'/t. ,/l,e'tlMTE rEE .:2:? .;13. .;J'/. ~~ .2(,. FlUNG I/V#~ 7A'-X ,<1E77(//II /htC.71PIl/K~S &P/hA?/S.sM/II 70 {!}tuck k3/f!/CK~ "&A"GKG!"5 (};J$$15.5/~/I/5 a1I L/tPa/LJ'#7?P/!/ OF S70C/ct; 5E7'A'1'?-47,lF SMiE7JtttS -'" 7'7::1'e#l=-zJ) (!bsr cF ,c1L/Ale;. ;;(!.(!.cI{N7tN(; (E57/dI.) "E.57. ~SI5 ---?P -SMI /.!!fA';(76/t',S/I /tpiJ Ft?1l S7M/6111i:7r';/YG ffl..lllM..Eff6 W11/{ 2001 /(G1aIlN ~ P/(Ef. !l-/)D(r m/l-1i:'"7!/1f{.6 IT 7U$ ,.;? 16o.tI7J , IS-: = ~.;{J'" 3..sv (SeE <1 t; SF"/. 72 ". /:?T. "" afT I 7S7J,/P :Schul. H OF S n>Ck h/tPt//tj//7/M/ (!fJ.srs /?X/I/EJli R..57'+TF of It'/UlA'.eG" /YA'~/?'SOIfl G / . /. 2JEFE/?KCD -5'JC5S MA'A'Gc" cW 4'tPt/IMIIIJIV of CLASS is. r/!I<-F-eEE /IV(! rbKT. ALE #0.. ..2/-62-9/'i' r.3u1CK/C.PC/o( F~ut/i)S, ,. .s; /:<0. = ~. S' ~ES of &AtAtt7# S Tbc:.r:: CmsN ~.teoc. r,:p SEe I"E7;O ~317.27 ~bC , 1;22.73 -4.) ILL. 7Dt')~ WoOS, /A/C. ,.. r- O.'!o" '" .&.) Lucarr " 3o.t7tJ '/< "0.01 = 13:>.p/ 7ECh'N. t- S;t:Jb r- c..) 1< Isz.9o ~ " ~ ISf. P'I tUPI"E/(.ftIA-KG: i!lK/. ". s-,oo >' t!J.I'I = :p.) Beu. 5bu T"f " R'7o. 'If " ~ ,. 377. ~" (!PIC/-'? 1-- S-~ao '/- 1.9z - " , ~ ;'S3Z.3Z .€) ,4 T~ 7 &RP. SZt..I;./ ,... ~.oo ". D.7/ - F.} /ft5BeE ":3. 'IS:- " .... ... '~. " SYS;., //l"'e. (!L.. /f. l'- 5#00 0.0/ - (20MI/1U/II/t!/P 7?IMIS j , " -., 'I G.) S8C / /AIC. ~ /':s::?99 t'5.uO of ::(. fi'S' - I 1'0.8 . /I.) /1 Tf 7 " /(00.33 ... ,. , l'-S'. V, W/~La:~ =WeEr r s: DO of- (!J./::!. - 7OT/It. 'f F; 3S'/. n (SE"€ ~LJE WFl/C'dlA'77N'~S A' -rr/f ('.NC[)) \:i!-'I\lL INVESTMENTS A dIVIC,IO'l of J JE' Hilliard W,L Lyons lnc member NYSE and SIPC TRADE CONFIRMATION SETTLEMENT DATE: 10/23/02 475 FINANCIAL CONSULTANT: J256 NICK PENDOLlNO PNC INVESTMENTS TWO PNC PLAZA 620 LIBERTY AVENUE PITTSBURGH PA 15222 MARLIN 8 FRANKHOUSE EXECUTOR ESTATE OF HARRISON G KILDARE 28 DEVONSHIRE SQUARE MECHANICS8URG PA 17050-6878 1."111...111",,1.1,11..,,11..1,,1.1,.,11,,1,,.1,11.,1.1,.1.1 TRADE DATE SECURlTYDESCRIPTION SYMBOL SOLD PRICE I<i.-i'.." -ii 10/18/02 BLACKROCK FDS CPAIX 14627.0120 10,6900 $151 ,242,26 oA TAX FREE INCOME PORT i CL B , I TRANSACTION AMOUNT $151,242.26 Hilliard Lyons is pleased to confirm the following sale transaction, Thank you for the trust and confidence you have placed in us, . ~ '" ~ ~ o . = - ~ ACCOUNT NUMBER: 47407495 - - - ACCOUNT TYPE: CASH ACCOUNT CUSIP / SECURITY NUMBER: 091928580 Hilliard Lyons capacity: 06, AS AGENT FOR YOU AND FOR YOUR ACCOUNT AND RISK ON THE OVER-THE-COUNTER MARKET. WE WILL FURNISH THE NAME OF THE OTHER PARTY AND THE TIME OF EXECUTION ON REQUEST. Special remarks tor this transaction: UNSOLICITED NET REFLECTS DEFERRED SALES CHARGE OF $5120.50 Hilliard Lyons recommenr! securities which are underwritten or sold or ils affiliates or UI'MaVLoseva,ue I . ., . No Bank Guarantee J.J.B. Hilliard, W.L. Lyons, Inc. Investments Since 1854 Member New York, American, Boston, and Midwest Stock Exchanges; CBOE; NASD; AND SIPC. MK1Q07 ~ PI\IL INVESTMENTS A OIVIO'I01) O' J JE Hililard WL lyons, lnc member NYSE and SIPC TRADE CONFIRMATION SETTLEMENT DATE: 10/23/02 56. 55B 415 lIlt4. 000.-015 475 FINANCIAL CONSULTANT: J256 NICK PENDOLlNO PNC INVESTMENTS TWO PNC PLAZA 620 LIBERTY AVENUE PITTSBURGH PA 15222 MARLIN B FRANKHOUSE EXECUTOR ESTATE OF HARRISON G KILDARE 28 DEVONSHIRE SQUARE MECHANICSBURG PA 17050-6878 1..,111.,,111,.,,1,1,11...,11..1,,1.1..,11,.1,..1.11.,1.1,,1,1 TRADE DATE 10/18/02 BLACKROCK FDS PA TAX FREE INCOME PORT CL A PNPAX . ~ ~ ~ o o . Hilliard Lyons is pleased to confirm the following sale transaction, Thank you for the trust and confidence you have placed in us, 2331.9580 10.7600 $25,091.87 = - TRANSACTION AMOUNT $25091.87 ~ - ACCOUNT NUMBER: 47407495 ACCOUNT TYPE: CASH ACCOUNT CUSIP / SECURITY NUMBER: 091928598 Hilliard Lyons capacity: 06. AS AGENT FOR YOU ANO FOR YOUR ACCOUNT AND RISK ON THE OVER-THE-COUNTER MARKET, WE WILL FURNISH THE NAME OF THE OTHER PARTY AND THE TIME OF EXECUTION ON REQUEST, Special remarks for this transaction: UNSOLICITED Hilliard Lyons may recommend securities whiCh are underwritten or sold by Hilliard LYOflS or its affiliates or may recommend mutual funds which are advised or administered by Hilliard Lyons or its affiliates. RSI . May Lose Value .-NoBankGUarantee J.J.B. Hilliard, W.L. Lyons, Inc. Investments Since 1854 Member New York, American, Boston, and Midwes1 Stock Exchanges; CBOE; NASD; AND SIPC. MK1Q07 ~ P/\IL INVESTMENTS A olvlslqn c;- JJP Hilliard WL Lyons, lnc. memberNYSE and SIP(: TRADE CONFIRMATION SETTLEMENT DATE: 10/28/02 120< 1200 Ion J"Rio Do"-on , 1072 FINANCIAL CONSULTANT: J256 NICK PENDOLlNO PNCINVESTMENTS TWO PNC PLAZA 620 LIBERTY AVENUE PITTSBURGH PA 15222 MARLIN 8 FRANKHOUSE EXECUTOR ESTATE OF HARRISON G KILOARE 28 OEVONSHIRE SQUARE MECHANICS8URG PA 17D50-6878 1,..111."111".,1,1.11,.,,11,,1.,1,1,..11.,1,,,1,11,.1,1,.1.1 TRADE DATE .SECURITY..DESCRlpTION SYMBOl... .... SOLD PRICE PRINCIPAL 10/23/02 I LLI NO I S TOOL WORKS INC ITW 244 61.5200 $15,010.88 , , COMMISSION $317.27 ACCOUNT NUMBER: 47407495 PROCESSING FEE $5.00 S.E .C. FEE $0 .46 ACCOUNT TYPE: CASH ACCOUNT TRANSACTION AMOUNT $14 688.15 Hilliard Lyons is pleased to confirm the following sale transaction. Thank you for the trust and confidence you have placed in us. . ~ ~ ~ o o . -- = CUSIP / SECURITY NUMBER: 452308109 Hilliard Lyons capacity: 06. AS AGENT FOR VOU AND FOR VOUR ACCOUNT AND RISK ON THE OVER-THE-COUNTER MARKET. WE WILL FURNISH THE NAME OF THE OTHER PARTY AND THE TIME OF EXECUTION ON REQUEST. Special remarks for this transaction: UNSOLICITED Hilliard Lyons may recommend securities which are underwritten II " May Lose Value ._. . NoBan~ Guarantee J.J.B. Hilliard, W.L. Lyons, Inc. Investments Since 1854 Member New York, American, Boston, and Midwest Stock Exchanges; CBOE; NASD; AND SIPC. MK1007 ~ PI\lL INVESTMENTS 1-\ OIVISlor, 0'- J J 'L Hllilard, WL Lyon: In:: member NYSE and SlPC TRADE CONFIRMATION SETTLEMENT DATE: 10/28/02 1072 FINANCIAL CONSULTANT: J256 NICK PENDOllNO PNC INVESTMENTS TWO PNC PLAZA 620 LIBERTY AVENUE PITTSBURGH PA 15222 MARLIN 8 FRANKHOUSE EXECUTOR ESTATE OF HARRISON G KILDARE 28 DEVONSHIRE SQUARE MECHANICSBURG PA 17050-6878 1,.,111",111".,1,1.11.".11,.1..1.1,..11,,1.,.1,11,.1,1.,1.1 TRADE DATE 10/23/02 LUCENT TECHNOLOGIES INC LU . ~ .. N C o . Hilliard Lyons is pleased to confirm the following sale transaction. Thank you for the trust and confidence you have placed in us. 338 0.7200 $243.36 ACCOUNT NUMBER: 47407495 COMMISSION PROCESSING FEE S.LC. FEE TRANSACTION AMOUNT $30.00 $5.00 $0.01 $208.35 .... = - - ACCOUNT TYPE: CASH ACCOUNT = CUSIP / SECURITY NUMBER: 549463107 Hilliard Lyons capacity: 06. AS AGENT FOR YOU AND FOR YOUR ACCOUNT AND RISK ON THE OVER-THE-COUNTER MARKET. WE WILL FURNISH THE NAME OF THE OTHER PARTY AND THE TIME OF EXECUTION ON REQUEST. Special remarks for this transaction: UNSOLICITED Hilliard Lyons may recommend securities whicn are underwritten or sold 1R!iI. May Lose Value . . No B<lnk Guarantee J.J.B. Hilliard, W.L. Lyons, Inc. Investments Since 1854 Member New York, American, Boston, and Midwest Stock Exchanges; CBOE; NASD; AND SIPC. MK1007 Cl PI\JL INVESTMENTS i-\ dlV1S1Q'-' 0; J JB Hilliard WL Lyons, lnc member NYSE and SlPC TRADE CONFIRMATION SETTLEMENT DATE: 10/28/02 1072 FINANCIAL CONSULTANT: J256 NICK PENDOLlNO PNC INVESTMENTS TWO PNC PLAZA 620 LIBERTY AVENUE PITTSBURGH PA 15222 MARLIN 8 FRANKHOUSE EXECUTOR ESTATE OF HARRISON G KILDARE 28 DEVONSHIRE SQUARE MECHANICS8URG PA 17050-6878 1,..111."111"..1.1.11.,,,11,,1,,1,1.,,11,,1...1.11..1,1,.1,1 TRADE DATE 10/23/02 TUPPERWARE CORP TUP . -, ~ w - C> . Hilliard Lyons is pleased to confirm the following sale transaction. Thank you for the trust and confidence you have placed in us. 302 15.2300 I $4,599.46 - ACCOUNT NUMBER: 47407495 COMMISSION PROCESSING FEE S.E.C. FEE TRANSACTION AMOUNT $152.90 $5.00 $0.14 $4441.42 - == """ - ACCOUNT TYPE: CASH ACCOUNT CUSIP / SECURITY NUMBER: 899896104 Hilliard Lyons capacity: 06. AS AGENT FOR YOU ANO FOR YOUR ACCOUNT AND RISK ON THE OVER-THE-COUNTER MARKET. WE WILL FURNISH THE NAME OF THE OTHER PARTY AND THE TIME OF EXECUTION ON REQUEST. Special remarks for this transaction: UNSOLICITED J.J.B. Hilliard, W.L. Lyons, Inc. Investments Since 1854 Member New York, American, Boston, and Midwest Stock Exchanges; CBOE; NASD; AND SIPC. MK1n07 .~ PI\lL INVESTMENTS A dlvlsiun of J.J.B. Hilliard W L Lyons, Inc. member NYSE and SlPC TRADE CONFIRMATION SETTLEMENT DATE: 10/29/02 437 FINANCIAL CONSULTANT: J256 NICK PENDOLlNO PNC INVESTMENTS 1WOPNCPLAZA 620 LIBERTY AVENUE PITTSBURGH PA 15222 MARLIN B FRANKHOUSE EXECUTOR ESTATE OF HARRISON G KILOARE 28 OEVONSHIRE SQUARE MECHANICSBURG PA 17050-6878 1",111".111""1,1,11,",11..1,.1,1",11,,1,,,1,11,,1,1,,1,1 10/24/02 BELLSOUTH CORP BLS . ~ ~ ~ - c . Hilliard Lyons is pleased to confirm the following sale transaction. Thank you for the trust and confidence you have placed in us. 2420 26.2800 $63,597.60 == = ACCOUNT NUMBER: 47407495 COMMISSION PROCESSING FEE S.E.C. FEE 'TRANSACT1ON...AMOlJNT.. $870.94 $5.00 $1.92 $62719.74 = ~ = - - - = ACCOUNT TYPE: CASH ACCOUNT CUSIP / SECURITY NUMBER: 079860102 Hilliard Lyons capacity: 06. AS AGENT FOR YOU ANa FOR YOUR ACCOUNT AND RISK ON THE OVER-THE-COUNTER MARKET. WE WILL FURNISH THE NAME OF THE OTHER PARTY AND THE TIME OF EXECUTION ON REQUEST. Special remarks for this transaction: UNSOLICITED Hilliard Lyons may recommend securities wIlich are underwritten or sold by Hilliard Lyons or Its affiliates or may recommend mubJal funds which are advised or administered by Hilliard Lyons or its affiliates. Rill . May Lose Value . . No Bank: Guarantee J.J.B. Hilliard, W.L. Lyons, Inc. Investments Since 1854 Member New York, American, Boston, and Midwest Stock Exchanges; CBOE; NASD; AND SIPC. MK1Q07 ~ PNC INVESTMENTS 1-\ OIVISltin of JJB HillIard. W':..... Lyons. lnc member NYSE and SlPC TRADE CONFIRMATION SETTLEMENT DATE: 10/30/02 m ~ W ~9' _.~ 343 FINANCIAL CONSULTANT: NICK PENDOLlNO PNCINVESTMENTS TWO PNC PLAZA 620 LIBERTY AVENUE PITTSBURGH PA 15222 J256 MARLIN B FRANKHOUSE EXECUTOR ESTATE OF HARRISON G KILDARE 2B DEVONSHIRE SQUARE MECHANICSBURG PA 17050-6878 1,.,111.,.111.,..1.1.11,.,.11..1.,1.1,..11..1.,,1,11.,1.1.,1.1 1:rRA.DF[)~TlO sEqUFllCryD!;$C'FlI!rrION.......... SYNlI;lOL ......... .""'n....i... i ..... ... /i i...i...iii...i 10/25/02 AT&T CORP T 1762 13 .2700 $23,381 .74 COUMISS ION $526.61 ACCOUNT NUMBER: 47407495 PROCESS I NG FEE $5.00 S.E .C. FEE $0.71 ACCOUNT TYPE: CASH ACCOUNT TRANSACTION AMOUNT $22 849.42 Hilliard Lyons is pleased to confirm the following sale transaction. Thank you for the trust and confidence you have placed in us. . ~ ~ ~ ~ o . - - = - - - CUSIP / SECURITY NUMBER: 001957109 Hilliard Lyons capacity: 06. AS AGENT FOR YOU AND FOR YOUR ACCOUNT AND RISK ON THE OVER-THE-COUNTER MARKET. WE WILL FURNISH THE NAME OF THE OTHER PARTY AND THE TIME OF EXECUTION ON REOUEST. Special remarks for this transaction: UNSOLICITED Hilliard Lyons may recommend securities which are underwritten or sold by Hilliard Lyons or Its affiliates or may recommend mutual funds which are advised or administered by Hilliard Lyons or its affiliates. I3Dl . May Lese Value . . No Bank Guarantee J.J.B. Hilliard, W.L. Lyons, Inc. Investments Since 1854 Member New York, American, Boston, and Midwest Stock Exchanges; CBOE; NASD; AND SIPC. MK1007 .~ ~1\lL INVESTMENTS A TRADECONFIRMA TION SETTLEMENT DATE: 10/29/02 ..77 475 .c31 "'1~ _-ll3? 437 FINANCIAL CONSULTANT: J256 NICK PENDOLlNO PNC INVESTMENTS TWO PNC PLAZA 620 LIBERTY AVENUE PITTSBURGH PA 15222 MARLIN B FRANKHoUSE EXECUTOR ESTATE OF HARRISON G KILoARE 28 DEVONSHIRE SQUARE MECHANICSBURG PA 17050-6878 1",11I."111".,1,1,11".,11.,1"1,1,,,11,,1,,,1,11.,1,1,,1,1 TRADE DATE 10/24/02 Hilliard Lyons is pleased to confirm the following sale transaction. Thank you for the trust and confidence you have placed in us. !:iE~I;I!'lIJX~Pf!!!rl;!(ffl....i.... .............~~@q4i AGERE SYSTEMS I NC CL A AGR / A 14 0 . 9400 . ... ~ ~ c c $13.16 - = ACCOUNT NUMBER: 47407495 COMMISSION PROCESSING FEE S.E.C. FEE TRAN$ACTfONAMOUNT $3.95 $5.00 $0.01 $,U20 == ACCOUNT TYPE: CASH ACCOUNT CUSIP / SECURITY NUMBER: 00845V100 Hilliard Lyons capacity: 06. AS AGENT FOR YOU AND FOR YOUR ACCOUNT AND RISK ON THE OVER-THE-COUNTER MARKET. WE WILL FURNISH THE NAME OF THE OTHER PARTY AND THE TIME OF EXECUTION ON REQUEST. Special remarks for this transaction: UNSOLICITED Hilliard Lyons may recommend securities whiCh are underwritten or sold by Hilliard Lyons or its affiliates or may recommend mutua! funds which are advised or administered by Hilliard Lyons or its affiliates. IDiI . May Lose Value . . No Bank Guarantee J.J.B. Hilliard, W.L. Lyons, Inc. Investments Since 1854 Member New York, American, Boston, and Midwest Stock Exchanges; CBOE; NASD; AND SIPC. MK1007 ~ ~I\JL INVESTMENTS TRADE CONFIRMATION SETTLEMENT DATE: 10/31/02 310 313 307 __ _'007 307 FINANCIAL CONSULTANT; J256 NICK PEN DOLI NO PNC INVESTMENTS TWOPNCPLAZA 620 LIBERTY AVENUE PITTSBURGH PA 15222 MARLIN 8 FRANKHoUSE EXECUTOR ESTATE OF HARRISON G KILDARE 28 DEVONSHIRE SQUARE MECHANICS8URG PA 17050-6878 1...111...111....1.1.11....11..1..1.1...11,,1...1.11..1.1..1.1 , SBC . o ~ ~ - o . TRADE DATE 10/28/02 Hilliard Lyons is pleased to confirm the following sale transaction, Thank you for the trust and confidence you have placed in us. SeQYRtTYne$PR!pTION........ ...........,$!ffli!'!QC../ SSC COMMUNICATIONS INC 25.0500 $94,363.35 ACCOUNT NUMBER: 47407495 COMMISSION PROCESSING FEE S.E.C. FEE .IBANSACT.ION.....AIIO\JNT $1 , 152. 99 $5.00 $2.85 $9$,.202.;51 = - ACCOUNT TYPE: CASH ACCOUNT CUSIP I SECURITY NUMBER: 78387G103 Hilliard Lyons capacity: 03. AS AGENT FOR YOU AND FOR YOUR ACCOUNT AND RISK ON THE MIDWEST STOCK EXCHANGE. WE WILL FURNISH THE NAME OF THE OTHER PARTY AND THE TIME OF EXECUTION ON REQUEST. Special remarks for this transaction: UNSOLICITED Hilliard Lyons may recommend securities which are underwritten or sold by Hilliard Lyons or Its affiliates or may recommend mutual funds wtlich are advised or adminislered by HlUiard Lyons or its affiliates. UfiI. May LDse Value . . No Bank Guarantee J.J.B. Hilliard, W.L. Lyons, Inc. Investments Since 1854 Member New York, American, Boston, and Midwest Stock Exchanges; CBOE; NASD; AND SIPC. MK1007 '~ PNC INVESTMENTS A dlvls~on of JJ.B Hill1arc. W.L. Lyont-, Inc member NYSE and SlPC TRADECONFIRMA TION SETTLEMENT DATE: 11/20/02 ." M' ~,3_g0010-040 940 FINANCIAL CONSULTANT: NICK PENDOLlNO PNC INVESTMENTS TWO PNC PLAZA 620 LIBERTY AVENUE PITTSBURGH PA 15222 J256 MARLIN B FRANKHOUSE EXECUTOR. ESTATE OF HARRISON G KILDARE 28 DEVONSHIRE SQUARE MECHANICSBURG PA 17050-687B 1.,.111...111..,,1.1,11..,.11,.1..1,1...11..1.,.1,11..1.1,.1.1 ""'.'i .. ..(........... ....................i......... Ii i' ... ii ..............i..... . 11/15/02 AT&T WIRELESS SERVICES AWE 564 7.1500 $4.032.60 INC COMMISSION $160.33 ACCOUNT NUMBER: 47407495 PROCESSING FEE $5.00 S.E.C. FEE $0.13 ACCOUNT TYPE: CASH ACCOUNT TRANSACTION AMOUNT $3 867.14 Hilliard Lyons is pleased to confirm the following sale transaction. Thank you for the trust and confidence you have placed in us. . ~ c ~ ~ c . = - = CUSIP / SECURITY NUMBER: 00209Al06 Hilliard Lyons capacity: 06. AS AGENT FOR YOU AND FOR YOUR ACCOUNT AND RISK ON THE OVER-THE-COUNTER MARKET. WE WILL FURNISH THE NAME OF THE OTHER PARTY AND THE TIME OF EXECUTION ON REQUEST. Special remarks for this transaction: UNSOLICITED Hilliard Lyons may recommend securities which are underwritten or sold by Hilhard Lyons or ils affiliates or may rec0n'Wn9nd mutual funds which are advised or administered by Hilliard Lyons or its affiliates. RIiII . May lose Value . . No Bank Guarantee J.J.B. Hilliard. W.L. Lyons, Inc. Investments Since 1854 Member New York, American, Boston, and Midwest Stock Exchanges; CBOE; NASD; AND SIPC. MK1007 ~ PI\lL INVESTMENTS A drvlsl,prJ of JJE: Hilliard, WL Lyons. lnc member NYSE and 51PC TRADE -CONFIRMATION SETTLEMENT DATE: 10/23/02 ~JO SJS 4IlS JUl., 0005-085 - 485 FINANCIAL CONSULTANT: J256 NICK PENDOLlNO PNC INVESTMENTS TWO PNC PLAZA 620 LIBERTY AVENUE PITTSBURGH PA 15222 MARLIN B FRANKHOUSE EXECUTOR ESTATE OF HARRISON G KILOARE 28 DEVONSHIRE SQUARE MECHANICS8URG PA 17050-6878 1..,111,.,111""1.1.11...,11,,1.,1.1,,.11,,1,.,1.11,,1,1..1.1 10/18/02 BLACKROCK FDS PA TAX FREE INCOME PORT CL B CPAIX * ~ ~ ~ o c * Cancellation of previous confirmation. Thank you for the trust and confidence you have placed in us. 14627.0120 10.6900 $151,242.26 TRANSACT I ON AMOUNT $151,242.26 = .... ~ ~ - ACCOUNT NUMBER: 47407495 - - ACCOUNT TYPE: CASH ACCOUNT ~( \ CUSIP / SECURITY NUMBER: 091928580 Hilliard Lyons capacity: 06. AS AGENT FOR YOU AND FOR YOUR ACCOUNT AND RISK ON THE OVER-THE-COUNTER MARKET. WE WILL FURNISH THE NAME OF THE OTHER PARTY AND THE TIME OF EXECUTION ON REQUEST. Special remarks for this transaction: UNSOLICITED NET REFLECTS DEFERRED SALES CHARGE OF $5120.50 BILLED IN ERROR Hilliard Lyons may recommend securities which are underwritten or sold by Hilliard Lyons or its affiliates or may recommend mutual funds which are advised or administered by Hilliard Lyons or ils affiliates. RI!Ii. Mav Lose Value . . No -Bank Guarantee J.J.B. Hilliard, W.L. Lyons, Inc. Investments Since 1854 Member New York, American, Boston, and Midwest Stock Exchanges; CBOE; NASD; AND SIPC. MK1 nn7 .~ PI\lL INVESTMENTS A dlvlslpn of JJ.B Hilliard, WL Lyons Inc member NYSE and SlPC TRADECONFIRMA TION SETTLEMENT DATE: 10/23/02 485 FINANCIAL CONSULTANT: J256 NICK PENDOLlNO PNC INVESTMENTS TWO PNC PLAZA 620 LIBERTY AVENUE PITTSBURGH PA 15222 MARLIN 8 FRANKHOUSE EXECUTOR ESTATE OF HARRISON G KILDARE 28 DEVONSHIRE SQUARE MECHANICSBURG PA 17050-6878 1",111",111.".1,1.11.".11..1,,1.1.,,11,,1,..1.11..1,1,.1.1 ...................i. ........................ .ii ii! i> ii/> .i) i i 7 7'ii i 10/18/02 BLACKROCK FDS CPAIX 14627.0120 10.6900 $156,362.76 PA TAX FREE INCOME PORT I \, i CL B i , , \ I \ I \"\ 1 TRANSACTION AMOUNT $156,362.76 ACCOUNT NUMBER: 47407495 ACCOUNT TYPE: CASH ACCOUNT CUSIP / SECURITY NUMBER: 091928580 ! ................. ...... . . } Hilliard Lyons is pleased to confirm the following sale transaction. Thank you for the trust and confidence you have placed in us. . ~ ~ ~ ~ o . - - - -- == - - - == HIlliard Lyons capacIty. 06. AS AGENT FOR YOU AND FOR YOUR ACCOUNT AND RISK ON THE OVER-THE-COUNTER MARKET. WE WILL FURNISH THE NAME OFTHE OTHER PARTY AND THE TIME OF EXECUTION ON REQUEST. Special remarks for this transaction: Hilliard Lyons may recommend securities which are underwritten or sold by Hilliard Lyons or its affiliates or may recommend mutual funds which are advised or administered by Hilliard Lyons or its affiliates. I. May LoseV81ue I , , . No Bank Guarantee J.J.B. Hilliard, W.L. Lyons, Inc. Investments Since 1854 Member New York, American, Boston, and Midwest Stock Exchanges; CBOE; NASD; AND SIPC. MK1007 REV-1512EX-11.97 .'. ,. ., ' ~: -y:.-, SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANI/\ INH!:RITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I</LD/tI?E5 ///I/?RI.SNV G./ FILE NUMBER 2-1-OZ -9/Lf Include un reimbursed medical expenses. ITEM NUMBER 1. DESCRIPTION AMOUNT ELlI/1f (!.LIJT/lIAlC ~/I/A{'/II~ {!/Wl)/7 #(!C r. tS/fvlAle€ ~ /30.= :/. /ltERT PIIAIfn1/1/!Y 1< IDb. (,0 1.. NEST f1/1 Yl/llu; Sh'<"A'E" ~/lP7/sT CH<<J(?Ct'I - BA-L~/VC!E "F ,PLE"MS As Jp.sr pE;er j!e-/f /Po I. ,oF tu/L.L ~ (gOO. 1>0 1. /3"UMIC~ OAlEl) 7P ~E77,/AWV SKILlEt> A!/fIfSIAlG ~ It[, .IJD TOTAL (Also enter on line 10, Recapitulation) $ 1Js-~. 02 (If more space IS needed, Insert additional sheets of the same sIze) R.'""""':"'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER I. SCHEDULE J BENEFICIARIES K / LDI1RF,. 1I,4/(,(' ,(StilI! FILE NUMBER 2/-02-919 AMOUNT OR SHARE OF ESTATE W"/+h<>m P.ck+~ (i;"}f/_oo Y., of <<t!sidu.e ~s 000. "0 , ')<, ,,{ Residue rf. :<, "OC!. ,,0 19 of ReSldtle 1- ])/l1tV€ F. Fby. .;1.5.51 '5>/"otV€y CItGl:K. A?;If-.l> L/lNSPI1LE; ,.<7.4 1 i' IN6 (Se~ Conhitll"/'o'l vheef) ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, 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 G. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) RELATIONSHIP TO DECEDENT Do Not List Trustee(s) 1. "D11. ~€f1H HARte/soN FieANKHo U Sf" ;:;98:;- S. W. Point; Allel7tle PORTI..~Nl>, oR. 97,;J..;;1.b GR/lNPS"N ':1. JONA-rH~N J</LDI/RG Kti!.hmcR /;j$" AlGpJJ,fIl/N TIi!A-IL WI1Y/'/€, A1.T "7'170 G,e/l.NPSoN 3 CFlt2/S-rIN€ /(. Tt€E'SSlCLT :{7tJ(g IHGI1/)Otv 7:)rf!ltlG G~-r7YS5J,{1!C., 1'111 /73:?S" Gtf /IN tXDI1U 6 HTta(' C~IfNbl>1l1l0HTa< 1. B CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 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) ~ s: /!)/!)o."o Y'I of R"s'-4u.e . SCliEb. J:, &'/Jrtl. Es TAr~ of /;!Q/?,..(Ej #/I/tA!ISt)/lI G. 5. J?l,fA!tIM "B. FlUffY/( NOli st:' SJH-IN-!./f-N ;:;(If {)t:'Wlllcfll/A!E ::;;,pL(~ /lIEM/I/J/IC!s8t{/(G);7,1 17IJrD FILE NC. ZI-OZ-9/~ tfl/Jf$P.'" w/'/stu4-M @ ;.(N 6. ~c/( /It./fd k/G#4!~ "3StPo UlEsrcflESId(' ?IKt; ,4/l"1. Cl IPS 8J1I-/A'-t:4w fi/EtU'IbN stPl(~ //1 /'1t?73 7. J"f4lE:S #t. KA"/lI?!,g( G/te1r-6/l/I#/)SoAl 8: /lLEe. 1(. k/e/l/Jt&7( G/f!E#T- G/f';>MDSM % vc#/I?WAW K1t::.~A'/i!F A',e.,<~Gf' 1:?5 /It::.GcIVtf't//N 7A"A'/c. /.II/!YNr::- #J tJ7l17o , 't. 6/('/111/"1 C. 7A!Es~o;z. T GA!T#r- G.e.M/J:>.sON % t!H,e/S71A/E K 7?<'e-s;G(::l.r :27t?lp /1IBlL>okJ 1>R/y'F GET~S$<<~G ~A 17335 , (0. t4L.ICI/f I(. ~ X tI. /l-tc:C l;. ~X 12. ~y/f;vl.f /Vx '* ).> MAl E" F. R:? X ;?S 3/ 57CJAlEY (]/{€E< I&~ UAlS.b,4LF, ;:;11 /'/4<ft; GI<.E/+ -r - GtVMIb.DflJ./GfI"!i:l{ &toI-T - G1e/HVO SON @RBfT- G/U;V{)5dN 1:3. o/M!/l-H E. FteItNK/-I~{j5E" ME/r'" - GlZlfl'lbbllUGHTa? /'1. Ir-l'itYlt E. Fi{ ,4NK HOIJSii G~T- &/?IfIf/})D/+UGf/ Ti<1f 0/0 )J/<. do:EPN J.//I/(RJ.SON FR.lM/kf/lJlIsF 437/ :5tU 7SfMt.UG!:7f tBao' ?oR72./lNl>, oR 'l7Z..(J/ Se,)(, tu/'/:stlM:1.fd, " ($; /. N' P' .;:(/ CJ&'tJ. eo , ....7/&"P&?v~PC r ;<, ccc. <'0 ; ;(, iPOO. ol) 1':<, oPO. oD !:z. OP..",o , "z ct?(? po 1;( /JPt? t>O y . LAST WILL AND TEST AMENT OF HARRISON G. KILDARE I, HARRISON G. KILDARE, of the Township of Lower Allen, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all prior Wills by me at any time heretofore made. 1. I direct that I shall be buried next to my beloved wife, FLORENCE E. KILDARE, in Lot No. 1278 at Rolling Green Cemetery in Camp Hill, Pennsylvania. . 2. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can conveniently be done. 3. I am not making any bequest to my beloved daughters CAROLYN KILDARE KRAMER and ANN KILDARE FRANKHOUSE due to the fact that they share equally in the principal of the Trust under the Will of Helen R. Gill, deceased, at my death, the current trustee being the First Union National Bank of Charlotte, North Carolina, with representatives in Philadelphia, Pennsy Ivania. 4. A. To my grandson, DR. JOSEPH HARRISON FRANKHOUSE, I leave the Waltham pocket watch which I won in a city-wide essay contest for second-grade pupils in the Washington, D.C. Public Schools, the Phi Beta Kappa key which I was awarded in my junior year of college at the University of Pennsylvania, and the gold vest chain on which I used to wear the watch and key. B. I leave to my son-in-law, MARLIN B. FRANKHOUSE, the gold Omega Constellation wristwatch which is my dressiest timepiece. C. I leave to my son-in-law, FREDERICK ALAN KRAMER, the Seiko wristwatch which is my most dependable timepiece. 5. I give, devise and bequeath the sum of $2,000.00 to each of my great-grandchildren who is Ii ving or en ventre sa mere at the time of my death. 6. My plan to provide for the payment of $5,000.00 at my death to each of my grandchildren, namely: CHRISTINE KRAMER TRESSELT, JONATHAN KILDARE KRAMER, DIANE . . FRANKHOUSE FOX and DR. JOSEPH HARRISON FRANKHOUSE, by means of life insurance policies with four different insurance companies has been disrupted because two of the companies declared their policies matured when I reached age 96 and paid to me in full the amount insured. In view of the problem this has created, I give, devise and bequeath the sums stated below to the named beneficiaries as follows: To CHRISTINE KRAMER TRESSELT: To JONATHAN KILDARE KRAMER: To DIANE FRANKHOUSE FOX: $2,000.00; $5,000.00; and $5,000.00. Should any of my aforesaid four (4) grandchildren predecease me, it is my will that the . payment of $5,000.00 provided for such grandchild shall be given in equal shares to any and all children of the deceased grandchild who are living on the date of my death or en ventre sa mere. In the event any such grandchild predeceases me and is not survived by issue living or en ventre sa mere on the date of my death, then the share of such grandchild shall revert to and become part of my general estate. 6a. All death taxes which might be due upon any specific bequests made in this, my Last Will and Testament, or upon any life insurance policies which have remained payable to any of my four (4) grandchildren named herein, shall be payable from the residue of my estate. 7. I give, devise and bequeath all of the rest, residue and remainder of my estate, whether real, personal or mixed, wheresoever situated, including all investments, securities and bank accounts in my name, in equal shares to my aforesaid four (4) grandchildren, provided that if any of them may predecease me the share of such grandchild shall be given in equal shares to any and all children of the said grandchild who are living on the date of my death or en ventre sa mere. In the event any of my said grandchildren predecease me and are not survived by issue living or en ventre sa mere on the date of my death, then the share of such grandchild shall be distributed proportionally between or among the said grandchildren who do survive me. 8. Lastly, I nominate, constitute and appoint my son-in-law, MARLIN B. FRANKHOUSE, to be the Executor of this my Last Will and Testament. If he should predecease me, or for any reason be unable or unwilling to act, I appoint the PNC BANK, N.A., as my Executor in his place and stead. I further direct that neither of them shall be required to file bond or other security in the office of the Register of Wills for the purpose of administering my Estate. -2- . . . , JJ.. IN WITNESS WHEREOF, I have hereunto set my hand and seal thiS' it. day of ~~ ,1999. / E~~ (SEAL) HARRISON G. KILDARE "-- Signed, sealed, published and declared by the above-named HARRISON G. KILDARE as and for his Last Will and Testament, in the presence of us, who at his request and in his presence, and in the presence of each other, have h unto subscribed our names as witnesses. I -3- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU Of INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96J RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SHIELDS CHARLES E III 6 CLOUSER ROAD MECHANICSBURG, PA 17055 _n_____ fold ESTATE INFORMATION: SSN: 182-07-6808 FILE NUMBER: 2102-0914 DECEDENT NAME: KILDARE HARRISON G DATE OF PAYMENT: 06/26/2003 POSTMARK DATE: 0010010000 COUNTY: CUMBERLAND DATE OF DEATH: 09/30/2002 NO. CD 002734 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $11,785.67 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: MARLIN B FRANHOUSE CIO CHARLES E SHIELDS III, ESQ CHECK# 3009 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS $11,785.67 DONNA M. OTTO DEPUTY REGISTER OF WILLS CHARLES E. SHIELDS, ill ATTORNEY-AT-LA W 6 CLOUSER ROAD Corner ofTrindle and Clouser Roads MECHANICSBURG, PA 17055 GEORGEM. HOUCK (1912-1991) TELEPHONE (717) 766-0209 FAX (717) 795.7473 June 23, 2003 Ms. Cheryl Winters Register of Wills Cumberland County Court House 1 Court Square Carlisle, PA 17013 ~~ ;-J';>.: ~~ ~"'. d w ~ ~ :t ') C :z: N 0\ Dear Ms. Winters: Enclosed are the following items: ~ '" r',j OJ 1. Check #3010 in the amount of$15.00 for the filing fee 2. Check #3011 in the amount of $260.00 for the additional probate fees 3. Check #3009 in the amount of$II,785.67 for taxes 4. 2 copies of the Rev-1500 Inheritance Tax Return Resident Decedent Thank you for your assistance with this. If you have any questions, please don't hesitate to call. Very truly yours, ~c, Charles E. Shields, III CES:mmh Enclosures ~r:;;;;) (') - 0 l:ll P-O~:J. ~ fji ~ g n' ~ '; /:11 ~::O,>Cn c 0 _ p- g'Q ~ ' o' '" t;'Q: :> ~ J" 13 " o ~ ~ (")....(")i:l:l:: .. (") =.!l! '" ., " El ".:I. i"I ~==-=.=- F~~~~ ...,Z'[s,-3. >;""~~ .... (2 (") =-. ...... c CIl! 1:1 :=: SOl> '" ~ 8l:::l (")!j ., = ~ ., = '" '" ~~ \ /'7-9'.5-// '- BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 11128-0601 COMMOMWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE r j-i:> NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSI1ENT OF TAX , DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN '03 19 '7:1 iJ CHARLES E SHIELDS 6 CLOUSER RD MECHANICSBURG III ,. " ,_,'l PA 17 055 08-11-2003 KILDARE 09-30-2002 21 02-0914 CUMBERLAND 101 AIoo..,t Raaitted *' ItEV~1S47 Ell IFP (U-I5) HARRISON G I ) CHANGED (1) (2) (3) (4) (5) (6) (7) .00 353.875.91 .00 .00 54.856.69 .00 .00 (8) MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV:isii'i-ix-AFP--fiiFoi'--NOTici-jjrrNHiifiTANCe-TAX-APPUISEiliNj~--Ai.LDwANcniR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KILDARE HARRISON G FILE NO. 21 02-0914 ACH 101 DATE 08-11-2003 TAX RETURN WAS: I X) ACCEPTED AS FILED I~ an assessment Has issued previously, lines 14, 15 and/or 16, 17, 18 and reflect ~igures that include the total at ALL returns assessed to date. ASSESSMENT OF TAX: 15. Aaouht of Line 14 at Spousal rat. (15) 16. A.ount of Line 14 taxable .t Lineal/Class A rate (16) 17. AItow1t of Line 14 at Sibling rat. (17) 18. A.uunt 01 Line 14 taxable at CoII.teral/Class Brat. (18) 19. Principal Tax Due X RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Est.t. ISch8du1. A) 2. Stocks ond Bonds 1$ch8du1. B) 3. Closely Held stockl'P8,..tnersh1p Int.,...st (Schedule C) 4. Mortgages/Notas R~iv.bl. (Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule Fl 7. Tr8nsfers (Schedule Gl 8. Tofal Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funer81 ExPenses/AdD. Costs/"isc. Expenses (Schedule HJ 10. Debts/"ortgag. Li~illties/Liens (Schedule Xl 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts 14. Nei VlIlue of Estate Subject to Tax NOTE: + NUIlBER CD001991 CD002734 INTEREST/PEN PAID (-) 225.00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCUlATION OF ADDITIONAL INTEREST. (9) (10) 45,975.99 (19)= NOTE: To insure proper c.....:ll t to your accoW1lt J ~lt the ~pper portion of this for. with your tax PQlIIIIlt. 408,732.60 4ii.II?1I 91 361,903.79 .00 361,903.79 19 Hill .00 16,285.67 .00 .00 16,285.67 16,285.67 .00 .00 .00 ( IF TOTAL DUE IS LESS THAN $I, NO PA YHENT IS RElIUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YDU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) 852.82 Ill! (12) (13) (14) (SchIOdu1. .Il .00 361,903.79 .00 .00 X 00 = X 045 = X 12 = X 15 = Id10UNT PAID 4, 75.00 11,785.67 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE Cumberland County _ Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 8/03/2004 SHIELDS CHARLES E III ~ CLOUSER ROAD MECHANICSBURG, PA 17055 RE: Estate of KILDARE HARRISON G File Number: 2002-00914 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 103 SUPREME COURT RULES DOCKET NO. 1, COURT ORPHANS,dC~URT RULEs, NO. · for decedents ylng 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: 9/30/2004 Your prompt attention to this matter will be appreciated Thank You. · CC: File Personal Representative(s) Judge Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS STATUS REPORT UNDER RULE 6.12 Name of Decedent: H,4,,~,,~/,,f~,4,/ (~ , ~"i/~ff-~ Date of Death: ~/~,~t~/z~o z- Will No.: Admin. No.: ~./- tv2'- ~'/5/ 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: State whether administration of the estate is complete: Yes No Ii 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: ao bo Co Did the personal representative file a f'mal account with the Court? Yes _ No ~] The separate Orphans' Court No. (if any) for the personal representative's account is: .~ Did the personal representative state an account informally to the parties in interest? Yes ~] No [-'] c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court - and may be attached to this report. Signature /':4 / 7a.I Address Capacity: Telephone No. ['-1 Personal Representative [] Counsel for personal representative --I 15056051047 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year File Number Decedent's Last Name Suffix Date of Birth Decedent's First Name MI (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Social Security Number Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WillS FILL IN APPROPRIATE OVALS BELOW c:::> 1. Original Return - 2. Supplemental Return c:::> 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required c:::> 4. Limited Estate c:::> c:::> c:::> 4a. Future Interest Compromise (date of death after 12-12-82) c:::> 7. Decedent Maintained a Living Trust (Attach Copy ofTrust) c:::> 10. Spousal Poverty Credit (date of death c:::> 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Da time Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received o 8. Total Number of Safe Deposit Boxes c:::> First line of address Correspondent's e-mail address:CeSt.ields3fi)C.OfJIICa.s!; 11t!-1 m, including accompanying schedules and statements, and to the best of my knowledge and belief, n the per al representative is based on all information of which preparer has any knowledge. PI'1 17/).5"0 Side 1 L 15056051047 15056051047 --I \~ "\0' --.J REV-1500 EX 15056052048 Decedent's Name: /'\ I LDIfR~ H ,ftete.IS~N G. RECAPITULATION 1. Real estate (Schedule A). ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . " 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . 5. 6. Jointly Owned Property (Schedule F) <:=) Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) <:=) Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .O~ 16. Amount of Line 14 taxable at lineal rate X.O ~ 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 19. TAX DUE. . . . . . . . . . . . . ..............,......19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052048 Side 2 Decedent's Social Security Number 15. 16. 17. 18. c:::::> 15056052048 ---.J REV-1500 EX Page 3 File Number ~{-()Z -7/tf Decedent's Complete Address: DECEDENT'S NAME STREET ADDRESS HAIU'(/SoA! G. Klll>1M!E 3;5 tuE3LG'Y tJ/l/J/G 13EPI,lf-A'Y Y/LL4GE - - /i1 E C/{ ~ Ai Ie s /!J t( 1<6- - STATE f//I- ZIP /7o!>-.r CITY Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) o o o o 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits ( A + B + C ) (2) o o o Total Interest/Penalty ( 0 + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) o o o () () 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... 0 ~ b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 ~ c. retain a reversionary interest; or......................................................................................................................... 0 ~ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 I8J 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 I25l IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 PS. ~9116(1.2) [72 P.S. ~9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent[72 P.S. ~9116(a)(1 .3)]. 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. REV-1503 EX+ (6-98) . SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KIL1>A12S flA/lRIStJ/V G. FILE NUMBER ~/~o~ - 9/'/ All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION /l-tCII7EZ. - Lt/(!.E/IIr (A-LU) If7 SAa"~.f 171 &J1H1J1(Ul ..rn,c.k /' " ~ ,.. '1' :J,l/~ A, .:l.I$ Me. = :J~3~ VALUE AT DATE OF DEATH ;. i!SltJ'I d L$/-L tJGIC 8bf(.I()I!A71o/f! (2SI) 75' shares "I CbIJ1IJ1N1 she,j(. t ~ , h,. " 'IS It) {,.o9 tlVe..::: , .Z9 ~ "7-71, 75 TOTAL (Also enter on line 2, Recapitulation) $ 9 ~ 8', 79 (11 more space is needed, insert additional sheets of the same size) ALU: Historical Prices for ALCATEL LUCENT - Yahoo! Finance 05/13/200809:42 AM Yahoo! IN:evval:Jser? I'i9lgn :~cstgn In Help Make Y! your home page --- -- .....-......- - - --- ..(~.-, K We~~Search ! Dow ,J. 0.130/0 Nasdaq ,J. 0.120/0 Tuesday, May 13, 2008, 9:42AM ET - U.S. Markets close in 6 hours and 18 minutes. ( GET QUOTES) Finance Search .~.~---_._-_._------_.._-,.~----_._.~.__._-,-_._"-_..-._-_._~--...- Alcatel-Lucent (ALU) ,. 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Neither Yahoo! nor any of independent providers is liable for any informational errors, incompleteness, or delays, or for any actions taken in reliance on information contained herein. By accessing the Yahoo! site, you agree not to redistribute the information found therein. http://finance. yahoo.com/ q/ hp?s=LSi&a=08&b= 3 O&c= 2002&d=08&e= 30&f= 2002&g=d Page 3 of 3 REV-l511 EX+ (10-06) ESTATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT K IL DA/ef:-; f{/tfueISo# r;. FILE NUMBER :2-1 - 0 2 - 11 t/- Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: 1. DESCRIPTION B. ADMINISTRATIVE COSTS: '" , II. 1. Personal Representative's Commissions Name of Personal Representative(s) _In A- Jt.,~LI,f__4_j.~J!.'!f_1II j( Iff.) !!.sE ~ _______>__ Street Address ::l. e tJ~lIon.sJ,it"t ~UlLr~ City /YJe.eJ,M\"c,b",,~ State~Zip _l'7O~~ Year(s) Commission Paid: :J.DD f AMOUNT r:f ~ ...5"V, CH) t JStJ../7/) -r 5 ()t), of) ,. .20, p () ~ IS, D 1) ~ 2'1. JI/) 11 / I), PO ~ as. 75" (II more space is neerlp.rl in~prt ~rl('m;nn~1 ohnn'"~' 'h_ ---. ..--, TOTAL (Also enter on line 9, Recapitulation) $ II () 1 If. 75" 2. AttorneyFees Chadtti. f? Sl-1;eJ.a.s 1ii 1 -'Iv Sa Sef4f'(4tc- shtd .Ihu..nul Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3. Claimant Street Address -'~------~-'-------'---'------'-~--'--~'--'~-"----'------- ---_._-------_._-_..__.---------_.~-- ---"--- City State _ Zip __ Relationship of Claimant to Decedent 4. Probate Fees Accountant's Fees SCt.'M\hd ~A,..blt1t., (Jf 8A..,l,,\A.sl..';" Ht)~~ )E Ptt..t. CA-r"j oVU IDst, CIf~hJ 'daA~ ~~tW.les, 1D'f1 Tax Return Preparer's Fees PA- LlI , I( -I S I t.:Ii... 5 .s hi) rt cV'h h'ca:f~..{ F///, SUl'pltl1ltht4/ R(.f1401 C'j,tlniS~;I#1 DH Sltle. 01 LS I L.oule tlhJl1Ii,~/';t "n .silk pi ,f-ttA rcz- L.tH!GNT Ife,',.,bursemtnf h,r tJe,.hhUlItt4/I/NfJJ hhrj(,s, fJh/)fabp/e~, fbslif...e:ti.... 5. 6. 7. f. 1. I' Srvf~, fI./ em!tI 1::---S7: OF I<It..fJA72E; #/fd/C/S~1f/ G. FILE /110. 2/~o2~9Ilf I /f/JIJEll/{}1/ Itl ul?c" :Feg 7k~4~J,l:4'~ ut/tl4~.L/~ ~02 Cl~. ~n.s ;c/~.b7 be&>w fkadual.t1d.l(cL4t~ ...l'(,t..etiled ;f/c4,lel '1(.ll<<l ~R~? ~'r rest(J.fJ1J/l1t!q1/r4/j4'I';;'[CMf,d .Ls;/ ..,,~Jte4' "'39~-"" rest//lll1g 1/1411/$;... .u.... .Me.~H~u.csblt:(!1.u~ml/'IlLC:OMfl:UY!.d Iiz. ~ ..~lVJ1i of6AtLlldJt/!'/r~~ck.~.~~~m~fdr~44'~ Zt )Sm.~J1t6Hhsjle~k/0~~$k~-/M/:.I!etk.qlt:~ ... ./U/ly cledd~'6R.t:(bdt/':./& ....~/('t<</J1Q.f;J,nt;.~. 7lUUJj(Y/,)IL.~l'.H~~q!'&iul/Agg.!ft;;J?~ ...~ ..I%.ti ma-l'lcr. REV-I513 EX. (1-97) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF K J LDffRE, G. II rJ I( If jS () /1/ NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY L TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. 'D/?. ~EPH HftRIefsDN Fl?flNKHo U S~ ;)985 S vJ Point- AVCl7ue PoP.-rL~Nb, DR 97~ :? JONA-iH/f-N KILDftl2E KRAIYJEr( f~5' ALG/JNtPU/N 7Jr!A-/L ttJ/lYIV/::, A/J C!7'170 3 Cf/I2IS'f//I/ E J:: T~FSSEZ T :(7tJ!t; I11tf:Af)OW -:D1e/tlG G r;::-rTYs13 W/l!G., Ph 17 :;;-gS If ])JI},NE;=' FOX .,;{S31 5/p/I/€Y Ci(l:EK. RR4-.b i../!-A/S:PfJL~ ~/! /7 Ejz/(O FILE NUMBER RELATIONSHIP TO DECEDENT Do Not List Trustee(s) G-J</l-tlJP::'bN r:; ,R"//'}J P ~ oN G~ II-N [):D,;JUCI-(TE7? Gt<.I1-JJb bit U G HTg< 2/- 02 - 7F/ AMOUNT OR SHARE OF ESTATE Y'f of' fr es i due y,-/ of Residue. 19 of iP(-,.5 /clu. e Yq af Res,'dL<c- ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, 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 n - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space IS needed, insert addiiional sheets of the same size) LAST WILL AND TESTAMENT OF HARRISON G. KILDARE I HARRISON G. Kll.,DARE, of the Township of Lower Allen, Cumberland County, , Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all prior Wills by me at any time heretofore made. 1. I direct that I shall be buried next to my beloved wife, FLORENCE E. KR.DARE, in Lot No. 1278 at Rolling Green Cemetery in Camp Hill, Pennsylvania. 2. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can conveniently be done. 3. I am not making any bequest to my beloved daughters CAROL YN KR.DARE KRAMER and ANN Kll.,DARE FRANKHOUSE due to the fact that they share equally in the principal of the Trust under the Will of Helen R. Gill, deceased, at my death, the current trustee being the First Union National Bank of Charlotte, North Carolina, with representatives in Philadelphia, Pennsylvania. 4. A. To my grandson, DR. JOSEPH HARRISON FRANKHOUSE, I leave the Waltham pocket watch which I won in a city-wide essay contest for second-grade pupils in the Washington, D.C. Public Schools, the Phi Beta Kappa key which I was awarded in my junior year of college at the University of Pennsylvania, and the gold vest chain on which I used to wear the watch and key. B. I leave to my son-in-law, MARLIN B. FRANKHOUSE, the gold Omega Constellation wristwatch which is my dressiest timepiece. C. I leave to my son-in-law, FREDERICK ALAN KRAMER, the Seiko wristwatch which is my most dependable timepiece. 5. I give, devise and bequeath the sum of $2,000.00 to each of my great-grandchildren who is living or en ventre sa mere at the time of my death. 6. My plan to provide for the payment of $5,000.00 at my death to each of my grandchildren, namely: CHRISTINE KRAMER TRESSELT, JONATHAN KILDARE KRAMER, DIANE FRANKHOUSE FOX and DR. JOSEPH HARRISON FRANKHOUSE, by means of life insurance policies with four different insurance companies has been disrupted because two of the companies declared their policies matured when I reached age 96 and paid to me in full the amount insured. In view of the problem this has created, I give, devise and bequeath the sums stated below to the named beneficiaries as follows: To CHRISTINE KRAMER TRESSEL T: To JONATHAN KlLDARE KRAMER: To DIANE FRANKHOUSE FOX: $2,000.00; $5,000.00; and $5,000.00. Should any of my aforesaid four (4) grandchildren predecease me, it is my will that the payment of $5,000.00 provided for such grandchild shall be given in equal shares to any and all children of the deceased grandchild who are living on the date of my death or en ventre sa mere. In the event any such grandchild predeceases me and is not survived by issue living or en ventre sa mere on the date of my death, then the share of such grandchild shall revert to and become part of my general estate. 6a. All death taxes which might be due upon any specific bequests made in this, my Last Will and Testament, or upon any life insurance policies which have remained payable to any of my four (4) grandchildren named herein, shall be payable from the residue of my estate. 7. I give, devise and bequeath all of the rest, residue and remainder of my estate, whether real, personal or mixed, wheresoever situated, including all investments, securities and bank accounts in my name, in equal shares to my aforesaid four (4) grandchildren, provided that if any of them may predecease me the share of such grandchild shall be given in equal shares to any and all children of the said grandchild who are living on the date of my death or en ventre sa mere. In the event any of my said grandchildren predecease me and are not survived by issue living or en ventre sa mere on the date of my death, then the share of such grandchild shall be distributed proportionally between or among the said grandchildren who do survive me. 8. Lastly, I nominate, constitute and appoint my son-in-law, MARLIN B. FRANKHOUSE, to be the Executor of this my Last Will and Testament. If he should predecease me, or for any reason be unable or unwilling to act, I appoint the PNC BANK, N.A., as my Executor in his place and stead. I further direct that neither of them shall be required to file bond or other security in the office of the Register of Wills for the purpose of administering my Estate. -2- .)J. IN WITNESS WHEREOF, I have hereunto set my hand and seal this j --I:( day of ,J- ~ , 1999. / ~~~ (SEAL) HARRISON G. KILDARE Signed, sealed, published and declared by the above-named HARRISON G. KlLDARE as and for his Last Will and Testament, in the presence of us, who at his request and in his presence, and in the presence of each other, have he eunto subscribed our names as witnesses. -3- CHARLES E. SHIELDS, III A7TORNEY-AT-LAW 6 CLOUSER ROAD Corner of Trindle and Clouser Roads MECHANICS BURG , PA 17055 GEORGE M. HOUCK (1912-1991) TELEPHONE (717) 766-0209 FAX (717) 795-7473 May 15, 2008 Register of Wills Cumberland County Court House 1 Courthouse Square Carlisle, P A 17013 Re: Estate of Harrison G. Kildare No. 21-02-0914 Dear Register of Wills: Please find enclosed for filing 2 copies of the Supplemental Inheritance Tax Return for the Harrison G. Kildare Estate as well as Check No. 892 in the amount of$15.00 for the filing fee. Thank you for your kind attention to this matter. Very truly yours, tlJd#f Charles E. Sfiields, III Attorney-At-Law CES/mjj Enclosures (") c ;?"o ::'');g +._,0 ;> zg:: .:. (,0 >( -. (-, .-- )c5~ C)C - ::0 --0-; ):.'- r--~~ ..::::~ c....-., 0:;. -r.-" s; -< Ol ~ ......t:o... - .. w o COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE r ~.• ~-,-~rtir~~ ~y;~'-I'µp I(~~' OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES 'i _~({iPRA`ISE~I~~, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION #Q~ +pEDU~~fkjONS AND ASSESSMENT OF TAX PO BOX 280601 __ _,~`r. --~ ~ - ° " HARRISBURG PA 17128-0601 REY-1547 EX AFP (06-05) ~~~~ ~~~ i ~ ~~:~ ~; 31i DATE 08-11-2008 ESTATE OF KILDARE HARRISON G DATE OF DEATH 09-30-2002 ~j-r~ ~ tom' FILE NUMBER 21 02-0914 ~`~~ ~ CO~~r~T CUMBERLAND C}RI"` _ ,,..y ~A, COUNTY CHARLES E SHIELDS I~. ._ -r.n ACN 101 6 CLOUSER RD APPEAL DATE: 10-10-2008 MECHANICSBURG PA 17055 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TD: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS E~ _ --------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KILDARE HARRISON G FILE N0. 21 02-0914 ACN 101 DATE OS-11-2008 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2 Stocks and Bonds (Schedule B) (2) 928.79 credit to your account, . submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 l A t T t (e) 928.79 8. sse s o a APPROVED DEDUCTIONS AND EXEMPTIONS: 1,094.75 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions (Il) 1 . X94.75 165.96- 12. Net Value of Tax Return (12) .00 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) 361,737.83 14. Net Value of Estate Subject to Tax C14) NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 165.96- 00 .00 15. Amount of Line 14 at Spousal rate (15) X = 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 361,903.79 X 045 = 16,285.67 17. Amount of Line 14 at Sibling rate C17) •0 0 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00 19. Principal Tax Due (I9). 16,285.67 AYMENT~~ DATE R CEIPT NUMBER DISCOUN C+) INTEREST/PEN PAID C-) AMOUNT PAID 12-20-2002 CD001991 225.00 4,275.00 06-26-2003 CD002734 .00 11,785.67 TOTAL TAX CREDIT 16,285.67 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE C LF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: REV-1162 EX(11-961 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SHIELDS CHARLES EDWARD III ESQ SIX CLOUSER ROAD MECHANICSBURG, PA 17055 fold ESTATE INFORMATION: ssN: ~s2-07-6808 FILE NUMBER: 2102-0914 DECEDENT NAME: KILDARE HARRISON G DATE OF PAYMENT: 08/ 1 1 / 2009 POSTMARK DATE: 08/07/2009 couNTY: CUMBERLAND DATE OF DEATH: 09/30/2002 NO. CD 01 1598 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 569.75 TOTAL AMOUNT PAID: REMARKS: 569.75 CHECK# 972 INITIALS: JN SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS 15056051047 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue = County Code Year File Number Bureau of Individual Taxes ~ ~,~ INHERITANCE TAX RETURN PO BOX 280601 ' Harrisburg, PA 17128-0601 RESIDENT DECEDENT ~` ~ ~ ~ ~ ~ 9 ~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 8' Z o7 68'0 8 X9'30 ~,oaz ©~Sa~ I`9 03 Decedent's Last Name Suffix Decedent's First Name MI K 1 ~ D A~ 2 E H E R R. A s o ~/ G (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI N f ~1- Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number CN~¢RC ES F 5'// / ELKS /~ I Fr N IfA I' bl I m ame ( pp Ica e) / ~ REGISTER OF WILLS USE ONLY N~~' C7 a~ First line of address = C'~ ~r~ _;) ~,,, ___ ,~ Second line of address ~ ; "\~ ~ N~ ~- ~ {., c a-,, -v Cit or Post Office dA't~ILED Y State ZIP Code ~ __ .. , MEck~,vicst3uR~ P~ ~ 7oss973~" ~ ~. Correspondent's e-mail address: C(ic7/!/e/dS 3~ (~/~r!'as~s ~e~ 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 i rect~~and co~~mple--te. Declaration of rer er ~~ personal representative is based on all information of which preparer has any knowledge SIGNAT~t ~~PERSO4dRES~ON~9tBrL6/FC1R FII InIKX6rfi~wQ ... ADPJkESS /y A-~2cru e. FrtA~uKNousE a$ UsyoNSNrRE' s~u~, /Yl~'~~ya~iins,[ilr~4, P .~o.sa SIGNATURE ~~REPA~ER OTFjC~R THApRESEDITAIIVE~ nnT~ ADORES^,~I~IS~C R ~~,~M ~.'1T~CSau~~f~ r~ ~~OSS lD W~ PLEASE USE ORIGINAL FORM ONLY Side 1 15056051047 15056051047 1,5056052048 REV-1500 EX Q / ~J Decedent's Social Security Number Decedent's Name K (L ~ ~~ H~/C„/S~N ~ I ~ ~ O ~ ~ ~ O RECAPITULATION 1. Real estate (Schedule A) . ............................................ 1. 2. Stocks and Bonds (Schedule B) ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 9 9 ( ) ............................ 4. Mort a es & Notes Receivable Schedule D 4. 5. Cash. Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1-7) .................................... 8. 9. Funeral Expenses & Administrative Costs (Schedule H) ..................... 9. 10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) ................ 10. • ~ ~ . QQ . d 0 QD l G~ d:o v 11. Total Deductions (total Lines 9 & 10) ................................... 11. s3 x,20 ,0 0 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... .. 13. • ~ ~ 3 3 ~ ~ 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. • TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 d am 15 ' B O (a)(1.2) X .0~ . . 16. Amount of Line 14 to able ' $ V ~ ~ ~ 3 ~ 16 0 S ! a. • at lineal rate X .0 . 17. Amount of Line 14 taxable ~ ~ 17 ~ © ~ at sibling rate X .12 . 18. Amount of Line 14 taxable ~ ~ ' 18 • Q : at collateral rate X .15 • / l 19. TAX DUE ...................................................... ...19. i 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ Side 2 15056052048 15056052048 .. REV-1500 EX Page 3 File Number ~C+~-~ ~ ~~~~ Decedent's Complete Address:. DECEDENT'S NAME ~~¢12R/SoN G, kitdA~RE STREET ADDRESS 3~~' wE'S~~-y L~ivE ,BFTy~~vy vl~c~GF CITY q~F~y~IV ~C.S~, u~Z~! STATE _~+ ~/~ ~~ ZIP /~fld J Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) „~ 0 ~, 2. Credits/Payments D A. Spousal Poverty Credit B. Prior Payments Q C. Discount D Total Credits (A + B + C) (2) p 3. Interest/Penalty if applicable D. Interest ~ E. Penalty Q Total Interest/Penalty (D + E) (3) Q 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) p 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) s~, D,Z, A. Enter the interest on the tax due. (5A) ~ 8 . 7~ B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) ~ L~, 7~ Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Ditl decedent make a transfer and: Yes No a. retain the use or income of the property transferred :.................................................................................... ...... ^ b. retain the right to designate who shall use the property transferred or its income : ...................................... ...... ^ [~ c. retain a reversionary interest; or .................................................................................................................... ...... ^ d. receive the promise for life of either payments, benefits or care? ................................................................ ...... ^ 2. If death occurred after Decembf:r 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........................................................................................................ ...... ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ........ ...... ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................................. ...... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the suriviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling isdefined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. i REV~1508 EX ~ (1-97) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHRESIDENTDECEDENTRN PERSONAL PROPERTY ESTATE OF K' ~ D ~~ E FILE NUMBER FI A-22l~SOlV G. ~.~ - o z - 9 / ~{ Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~ • Re. s s ke ©~' ~ nevi o k s t~ ~a~d a.ru( /ywgf ~~ k~ l y i!O,$t Gl~tk ~'vr -{ram5~cr D~' ri9~rs nrt~ ~nter~esTs ct., ~v~y,~, see p hof~ eo py oT' Slab u.~{u. ched~ ~l , la 6 6.0 0 TOTAL (Also enter on line 5, Recapitulation) I $ ~~ 6 (, (~ , ©~ (If more space is needed, insert additional sheets of the same size) ~~~~o~ ESTATE OF HARRISON G KILDARE C/0 CHARLES E SHIELDS III 6 CLOUSER RD MECHANICSBURG PA 17055 UPRR/UNCLAIMED PROPERTY RECOVERY 8 REPDRTING, INC. STATEMENT AVAYA, INC. CHECK AMOUNT: 1,666.nD CHECK REPRESENTS A REPLACEMENT OF A CHECK ISSUED TO YDU AS PART OF THE AVLtYf, CORPORATE ACTION. CHECK NUMBER: 497346 ANY QUESTIONS PLEASE CALL 1-80D-859-7145 LSSUE NUMBER: 197z9~ BLOCK~ITEN: 17BD/nD13 CHECK AMOUNT: 1,666.Do CHECK DATE: 6/3D/2009 UPRR/UNCLAIMEB PROPERTY RECOVERY K REPORTING, LLC. 450 7TH AVE SUITE 13D0 NEW YORK, NY 10123 PAY IN THE AMOUNT OFxxx1666Dollars arid00Cents ESTATE OF HARRISON G KILDARE: C/0 CHARLES E SHTELDS III 6 CLOUSER RD MECHANICSBURG PA 17055 THE BANK OF NEW YORY. (DELAWARE) ~~~~~,~ Newark, DE 19711 62-35 311 ISSUE: 197299 BLOCK: 1780 ITEM: 0013 DATE AMOUNT 6/30/2D09 51,666.00 t ~ ~~ ~~ i n'nnnt-; ~ q '? ~ 4 iii' e:0 3 1 X00 3 5 1~: a°0 3009 L 7 70 5~i° REV-1511 EX+ (12-99) l ~r SCHEDULE N ~~ COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS 1. Personal Representative's Commissions Name of Personal Representative(s) ~]/~,~,JN ~Q. ~jQ~K/S/Q/,($E ~ ~• 6d Social Security Number(s)/EIN Number of Personal Representative(s) Street Adhd~renss,. L Z 8 A~vo n 5h- t~ se I,iGtir1!? City t 1 t~-t:,~IQ~?1~rC3 b r State ~p Zip /70 SD Year(s) Commission Paid: oZ.00 2. Attorney Fees CHF}n,L~ ~' ~/Sl/~,Q,s f~ ~ a SAD, pa 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State _ Zip Relationship of Claimant to Decedent 4. Probate Fees A~e ~ Th~he tVGS 4 CO1nSie~e,~C r;tfnou,ytt of hQSSIG ~~~,r- Severct~ -rt.o ~+hs fQ ~'n al ly ~f -fP, ~s cb.~,k r,e i Ss N e c~, 5. Accountant's Fees 6. Tax Return Preparer's Fees ~. A-dd- Mortal d~io~t eerf~ ficQ,fe, ~iM6smt ~' C/tas E, 5~,~/as •~ ~ ~ 00 8'. Re;n~~urscnlent ~o ~-'harles F. Sh~e.lds ~', C~~{i~l / L' ~ p Y1rla.i I ~ nos, (oh,/ d ~S}1t,ncc (,'/a~1ls ati.ol '~A~CGS. CeSJ7M) ~tI 3. 20 I• ~i~ih~j sk~p~7/C/hG/1fQ/ !^f~i7L~--'/) /"~~.0~ TOTAL (Also enter on line 9, Recapitulation) $ J~ 3 0(, OZO (If more space is needed, insert additional sheets of the same size) 1 RE\r.1513 E%-11~97i V,~' N-.. ~~~y~;,, ~CtiEE~J! E COMMONNrEALTH Or" PENNSYLVANIA ~ E N E F 1~~ ~~ 9 E~ INHERITANCE TAB: RETURN RESIDENT DECEDENT ESTATE Oi= ~~ LDf~02~, h`f,~l if'/~SD/I/ G. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I i TAXABLE DISTRIBUTIONS (include outright spousal distributions) "~ ~ ~~• ~s~PN H ~r~RIsDN Fi2An1KHo u S~= PoR-rlfl-nJ~, DR 975 ~• JoNFTH~N filLDf}~E f~2ftrrl~l~ las ,~LGanlcpu/N ip,~I~ GUft j%VE', NT D 7~ 7C a7o~ ~rc~~ow ~~ivE G C ' ?ys 3 u~' ~, ~/f /7 3 3S ~~ j o'er ~; 5~-G~vEy C:~ZE~ .~oa.I~ r'1LE NUMBER RELATIONSHIP TO DECEDEIJT Do Nof Lisf Trus"tee(s) Grz.~rn ~D s c+N GP ~,v ,D~ oti G.~~nro~,~u~yT~-~ G.~,~Na A~ u~ KT~~2 z /- ~z - 9~S-~ AMOUNT OR SHARE OF ESTATE ~~{ of G'es ;due ~~ 01~ fr'eSiC~u~ ~~ of ~~s ~'du ~ ~l~ O~ ~PSi q uC ~ ENTER DOUR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEE II. INON-TAXABLE DISTRIBUTIONS: i A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE 6. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TGTAL OF PAF.T ~~ - ENTEP, TOTAL IJON-TAY.ABLE DISTRIBUTION'S ON LINE i3 OF P,=V 1500 COV~P, SHEET I ~ (It more space is needed, insert additional sheets or the same size) LAST WILL AND TESTAMENT OF HARRISON G KILD ARE I; HARRISON G. KILDARE, of the Township of Lower Allen, Cumberland County, Pennsylvania; being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and malting void any and all prior Wills by me at any time heretofore made. L I direct that I shall be buried next to my beloved wife, FLORENCE E. KILDARE, in Lot No. 12?8 at Rolling Green Cemetery in Camp Hill, Pennsylvania. I direct the payment of all my just debts and funeral expenses as soon afrer my decease as the same can conveniently be done. 3. I am not making any bequest to my beloved daughters CAROLYN KILDARE KRANLER and ANN KILDARE FRANKHOLISE due to the fact that they share equally in the principal of the Tntst under the Will of Helen R. Gill, deceased, at my death, the current tntstee being the First Union National Sank of Charlotte, North Carolina, with representatives in Philadelphia, Pennsylvania. 4. A. To my grandson, DR. JOSEPH HARRISON FRANKHOUSE, I leave the «`altham pocket watch which I won in a city-wide essay contest for second-grade pupils in the ~y'ashington; D.C. Public Schools, the Phi Beta Kappa key which I was awarded in my junior year of college at the University of Pennsylvania, and the gold vest chain on which I used to wear the watcl-i and ke}~. B. I leave to my son-in-law, IvIARLIN B FRANKHOUSE, the gold Omeea Constellation wristwatch which is my dressiest timepiece. C. I leave to my son-in-law, FREDERICK ALAN KRAMER, the Seiko wristwatch which is my most dependable timepiece. 5. I give, devise and bequeath the sum of $2,000.00 to each of my great-grandchildren who is living or en venue sa mere at the time of my death. 6. A1y plan to provide for the payment of $5,000.00 at my death to each of my grandchildren, namely: CHRISTINE KR_AMER TRESSELT, JONATH.~N KILDARE KRAIvIER, DI_~NTE FR_=`~NKHOUSE FOX and DR. JOSEPH HARRISON FRANKHOUSE, by means of life insurance policies with four different insurance companies has been disrupted because two of the companies declared their policies matured when I reached age 96 and paid to me in full the amount insured. In view of [he problem this has created, I give, devise and bequeath the sums statzd below to the named beneficiaries as follows To CHRISTINE KRAMER TRESSELT: $2,000.00; To JONATHAN KILDARE KRAMER: $5,000.00; and To DIANE FRAN):HOUSE FOX: $5,000.00. Should any of m}~ aforesaid four (4) grandchildren predecease me, it is my will that the payment of $5.000.00 provided for such grandchild shall be given in equal shares to any and all children of the deceased grandchild who are living on the date of my death or en ventre sa mere, In the event any such grandchild predeceases me and is not survived by issue living or en venn-e sa mere on the date of my death, then the share of such grandchild shall revert to and become part of m}~ general esta2. 6a. All death taxes which might be due upon any specific bequests made in this, my Last Will and Testament, or upon any life insurance policies which have remained payable to any of my four 41 grandchildren named herein, shall be payable from the residue of my estate. 7. I give, devise and bequeath a]] of the rest, residue and remainder of my estate, whether real, personal or mixed, wheresoever situated, including all investments, securities and bank accounts in my name, in equal shares to my aforesaid four (4) grandchildren, provided that if any of them may predecease me the share of such grandchild shall be given in equal shares to any and all children of the said grandchild who are living on the date of my death or en ventre sa mere. In thz event any of my said grandchildren predecease me and are not survived by issue living or en ventre sa mere on the date of my death, then the share of such grandchild shall be distributed proportionally between or among the said grandchildren who do survive me. 8. Lastly, I nominate, constitute and appoint my son-in-law, MARLIN B. FR~NKHOUSE, to be the Executor of this my Last Will and Testament. If he should predecease me, or for any reason be unabiz or unwilling to act, I appoint the PNC BANK, N. A., as my Executor in his place and stead. I further direct that neither of them shall be required to file bond or other security in the office of the Register of Wills for the purpose of administering my Estate. -~- IN R'ITNESS WHEREOF, I have hereunto set my hand and seal this ~ ~~ day or ,,~-~'- (~c"..~~'''"Q'' 1999. ~ N~ ~~ ~ f~ HARRISON G. KILDARE (SEAL) Signed, sealed, published and declared by the above-named HARRISON G. KILDARE as and for his Last Will and Testament, in the presence of us, who at his request and in his presence, and in the presence of each other, have he eunto subscribed our names as witnesses. i7 ~/~ ~ / - -3- CHARLES E. SHIELDS, III ATTORNEY-AT-LAW 6 CLOUSER ROAD Corner of Trendle and Clouser Roads MECHANICSBURG, PA 17055 GEORGE M. HOUCK (1912-1991) August 7, 2009 Register of Wills Cumberland County Court House 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Harrison G. Kildare No. 21-02-0914 Dear Register of Wills: TELEPHONE (717) 766-0209 FAX (717) 795-7473 - Please find enclosed for filing 2 copies of the Supplemental Inheritance Tax Return for the Harrison G. Kildare Estate as well as Check No. 971 in the amount of $15.00 for the filing fee and Check No. 972 in the amount of $69.75 for Inheritance Tax due. Thank you for your kind attention to this matter. Very truly yours, Charles E. Shields, III Attorney-At-Law CES/mj j Enclosures SV ~:. ~i ~? __ ~S'+ -T f_7 ^- ~ _ ._ ~ G'1 ~ ~~ ~ ~.:., - ~_ _~ ~ r~ ~. ~~,_ ,. , i ~r r1, i ! I~~ ~r. ; ;;, ~ ,i.. :,r,,,,~ : ~:~ i 0 ~_; ~: 0~ .~~;~~ t~~;u ; ;. T.:r..; ~~~ ',J ~ ; ~ t »~ ~ ~ o ® n ~. r =-~~N ~--~ co ® W ~ ~ _ _ ~ N ti .~i~~^ O ~ ~ n o ~-' ;~~ ~~ f L ~ (~ ~ ~-~e. ~ ~ C //~ O _ U T Z O ~~~' Z ~ ~' ~ V• /A ~ N =_ } ~ N =_ iJ ~ ~ ~,~~ = p N ~~r-~ -~ 1 ~ v ~ J ~- ~ M = ~ -_ J ~ ~ ~ _ J nN~~~ ~~' V ~'-'.' ° ~Ucn ~ ~ o ~ :._ 1 ~ N f~~r~_ v --- L1 L t- ~n C] ~ Q ^ LL a n~ o 7Q ~-m ~ z rn ~ Q ~ a ~n ~ J W `n W ~ H J - ~ W ~ (n ~ CO ~ J = ~ ('~ ~ ~ ~ ~ w ~ U Q ~ (n ° CCU.-U a w o ~ =gym ~ ~w~ O w J ~ Q Q. V) Uo ~ Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF Name of Decedent: CUMBERLAND COUNTY, PENNSYLVANIA HARRISON G. KILDARE Date of Death: 9/30/2002 File Number: 21-02-0914 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete :.................... ®Yes ~ No 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 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the~personal representative state an account informally to the parties in interest? ............................... ®Yes ~No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' y be attached to this report. ma d Court an y ~ ~ 2010 h 10 DQ1e , Marc Signature of Person Filing this Form Capacity: Personal Representative Counsel Charles E. Shields, III Name of Person Filing this Form '- = :~~ ~ ~ ~ 6 Clouser Road c• ~1~~ ~ ~ Address ~'' ~~.` ~ ~ Mechanicsburg, PA 17055 ~ ~ ~~~ _ ~ T / N ~~ y (717) 766-0209 J . .t ~''''~~it ``~.' Telephone ` c F. _:. _ - O N Form RW-10 rev. 10.13.06 BUREAU OF INDIVIDUAL INHERITANCE TAX DIVISION PO BOX 280601 F{ARRISBURG PA 17128-0601 ,_, -_-.-:-r, ;-NOT~C~,rOF INHERITANCE TAX ± -APPRAISEM~•M'i~"ALLOWANCE OR DISALLOWANCE TaxES - U~:~',IIE,DUC~I9NS AND ASSESSMENT OF TAX f;u i'~~i ~ ~_ ~'~ i,~, , r ~, `_ _ r ` ; ~ ~r} i CHARLES E SHIELDS 'I'CI' 6 CLOUSER RD MECHANICSBURG PA 17055-9735 ;:~~~ . pennsylvania ~ ~ DEPARTMENT OF REVENUE REV-1547 EX AFP (12-09) DATE 02-23-2010 ESTATE OF KILDARE HARRISDN G DATE OF DEATH 09-30-2002 FILE NUMBER 21 02-0914 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 04-24-2010 (See reverse side under Objections) Amount Remitted MAKE REGISTER OFB WI A SD REMIT PAYMENT T0: 1 COURTHOUSE SQUARE CARLISLE PA 17013 ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ CUT ALONG THIS LINE ________________________________________ ALLOWANCE REV-1547 EX AFP (12-09)DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENT OF TAX HARRISON GFILE N0.:21 02-0914 ACN: 101 ESTATE OF: KILDARE TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. 02 C1) .00 1. Real Estate (Schedule A) .~~ C2) 2. Stocks and Bonds (Schedule B) (3) '~~ 3. Closely Held Stock/Partnership Interest (Schedule C) (4) .0 0 4. Mortgages/Notes Receivable (Schedule D) 1,6 66.00 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (~, .00 6. Jointly Owned Property (Schedule F) (7) .00 ______________ __' OR DATE: 02-23-2010 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. 7. Transfers (Schedule G) (8) 1 , 666.00 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; 14. Net Value of Estate Subject to Tax c9) 532 (lo) .00 Non-elected 9113 Trusts (Schedule J) NOTE: If an assessment was issued previously, reflect figures that include the total ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17 Amount of Line 14 at Sibling rate (11) 532.20 c12) 1 , 133.80 (13) .00 c14) 362,871.63 lines 14, 15 and/or 16, 17, 18 and 19 will of ALL returns assessed to date. 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: DISCOUNT (+) PAYMENT RECEIPT DATE NUMBER INTEREST/PEN PAID (-) CD001991 225.00 12-20-2002 CD002734 .00 06-26-2003 CD011598 18.66- 08-07-2009 00 = .00 045 = 16,336.69 12 = .00 15 = .00 (19)= 16,336.69 4,275.00 11,785.67 69.75 TOTAL TAX PAYMENT 16,336.76 BALANCE OF TAX DUE .07CR INTEREST AND PEN. .00 TOTAL DUE .07CR (15) 165.96-x c16) 363 037.59 x (17) .00 x clB) .00 x AMOUNT PAID ~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE Ana rn~CULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.